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1 VERIFICATION OF MASONRY DESIGN SOFTWARE NATIONAL CONCRETE MASONRY INSTITUTE PHASE II A Special Project Report Presented to: The College of Engineering and Science Clemson University In Partial Fulfillment Of the Requirements for the Degree: Master of Science Civil Engineering Prepared by: Bryan Thomas Lechner Johnny Lee McElreath December 16, 2002 Special Project Advisor: Dr. Russell H. Brown
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1

VERIFICATION OF MASONRY DESIGN SOFTWARE

NATIONAL CONCRETE MASONRY INSTITUTE

PHASE II

A Special Project Report

Presented to:

The College of Engineering and Science

Clemson University

In Partial Fulfillment

Of the Requirements for the Degree:

Master of Science

Civil Engineering

Prepared by:

Bryan Thomas Lechner

Johnny Lee McElreath

December 16, 2002

Special Project Advisor: Dr. Russell H. Brown

2

ABSTRACT

The National Concrete Masonry Society (NCMA) in conjunction with Dr. James K. Nelson and

Dr. Russell H. Brown have developed software for the design of concrete masonry structures. The Phase I

software, completed in December 1999, included design modules for the design of out-of-plane concrete

masonry walls and concrete masonry and reinforced concrete lintels using Allowable Stress Design

methodology and the requirements of the Masonry Society Joint Committee (MSJC) building code (MSJC-

95, MSJC-99). The BETA version of this software was completed in August 1999. Its accuracy was

verified by Robert Eric Burgess in his Special Project Report, Verification of Masonry Design Software

Developed for the National Concrete Masonry Association1.

This report presents the verification of Phase II of the NCMA Masonry Design Software (Version

3.1.1.2). The Phase II version has the capability to design both out-of-plane and in-plane walls and lintels

using Allowable Stress or Strength Design methodologies. The software has also been improved to include

five different code requirements: MSJC 1995, MSJC 1999, MSJC 1999 with the IBC 2000 provisions, IBC

2000, and MSJC 2002. The accuracy of the new design modules and codes was verified by comparing

design results generated by the NCMA Software with results generated from independent algorithms

developed in MathCAD 8.0 and MathCAD 2001 specifically for this Special Project. Oliver Himbert

completed an Interim Report2 in May presenting his work on Phase II verification. Mr. Himbert developed

several MathCAD 7.0 verification files but was unable to verify the NCMA Software before graduation.

This Special Project is a continuation of the work presented in the Interim Report. New

MathCAD 8.0 verification files were independently developed to verify each of the design modules and the

existing MathCAD 7.0 files were modified to reflect the changes in the design codes. At the time this

report was written, the BETA version of the Phase II NCMA Software was still in development. As a

result, the verification is not complete for every design module and code. The verification that has been

completed has returned very positive results.

3

TABLE OF CONTENTS 1.0 INTRODUCTION ........................................................................................................ 1 1.1 Purpose.......................................................................................................................... 1 1.2 NCMA Software Phase II ............................................................................................. 2

1.2.1 Software Capabilities ......................................................................................... 3 1.2.2 Software Limitations.......................................................................................... 4

2.0 Verification ................................................................................................................... 5 2.1 Objective ....................................................................................................................... 5 2.2 Philosophy..................................................................................................................... 5 2.3 Scope............................................................................................................................. 6 3.0 In-plane (shear wall) Strength design ........................................................................... 7 3.1 Reinforced Masonry...................................................................................................... 7

3.1.1 Description......................................................................................................... 7 3.1.2 Code Interpretation ............................................................................................ 9 3.1.3 Mathcad Verification ....................................................................................... 17

3.2 Unreinforced Masonry ................................................................................................ 21 3.2.1 Description....................................................................................................... 21 3.2.2 Code Interpretation .......................................................................................... 21 3.2.3 Mathcad Verification ....................................................................................... 24

3.3 Critical Section Design Forces.................................................................................... 27 3.3.1 Description....................................................................................................... 27 3.3.2 Code Interpretation .......................................................................................... 28 3.3.3 Mathcad Verification ....................................................................................... 29

4.1 Reinforced Masonry.................................................................................................... 36 4.1.1 Description....................................................................................................... 36 4.1.2 Code Interpretation .......................................................................................... 36 4.1.3 Mathcad Verification file................................................................................. 36

4.2 Unreinforced Masonry ................................................................................................ 39 4.2.1 Description....................................................................................................... 39 4.2.2 Code Interpretation .......................................................................................... 39 4.2.3 Mathcad Verification file................................................................................. 40

4.3 Critical Section Design Forces.................................................................................... 42 4.3.1 Description....................................................................................................... 42 4.3.2 Code Interpretation .......................................................................................... 42 4.3.3 Mathcad Verification file................................................................................. 42

5.0 out-of-plane strength design ....................................................................................... 43 5.1 Reinforced masonry .................................................................................................... 43

5.1.1 Description....................................................................................................... 43 5.1.2 Code Interpretation .......................................................................................... 47 5.1.3 Mathcad Verification file................................................................................. 51

5.2 Unreinforced Masonry ................................................................................................ 55 5.2.1 Description....................................................................................................... 55 5.2.2 Code Interpretation .......................................................................................... 55 5.2.3 Mathcad Verification file................................................................................. 56

5.3 Critical Section Design Forces.................................................................................... 58

4

5.3.1 Description....................................................................................................... 58 5.3.2 Code Interpretation .......................................................................................... 59 5.3.3 Mathcad Verification file................................................................................. 63

6.0 Out-of-plane Allowable Stress Design ....................................................................... 66 6.1 Reinforced Masonry.................................................................................................... 66 6.2 Unreinforced Masonry ................................................................................................ 66 6.3 Critical Section Design Forces.................................................................................... 66 7.0 Lintel Design............................................................................................................... 67 7.1 Lintel Allowable Stress Design .................................................................................. 67

7.1.1 Description....................................................................................................... 67 7.1.2 Code Interpretation .......................................................................................... 68 7.1.3 MathCAD Verification .................................................................................... 68

7.2 Lintel Strength Design ................................................................................................ 69 7.2.1 Description....................................................................................................... 69 7.2.2 Code Interpretation .......................................................................................... 70 7.2.3 MathCAD Verification .................................................................................... 70

8.0 Conclusion .................................................................................................................. 72 Appendix A: In-Plane Verification.................................................................................... 1 Appendix B: Out-of-Plane Verification............................................................................. 9 Appendix C: MathCAD Verification Software ............................................................... 13 Appendix D: Lintel Design Verification........................................................................... 14 Appendix E: Email Correspondence................................................................................. 19 References......................................................................................................................... 24

5

LIST OF FIGURES AND TABLES

Figure 1-1: NCMA Software Interaction Diagram............................................................ 2 Figure 3-1: In-Plane Design Reinforcing Configuration ................................................... 8 Figure 3-2: In-Plane Wall Section Mechanics For Strength Design.................................. 9 Figure 3-3: Minimum Required Shear Strength .............................................................. 11 Figure 3.4: Maximum Permitted Axial Load................................................................... 13 Table 3-1: Strength Design – Allowable Stress Design Load Combination Mapping .... 15 Figure 3-5: Stacked Bond Cross Section .......................................................................... 21 Figure 3-6: Applied Load Input ....................................................................................... 27 Table 3-2: Strength Design Load Combinations ............................................................. 28 Figure 3-7: Flexural and Axial Load Critical Section Design Forces ............................. 34 Figure 3-8: Shear Critical Section Design Forces............................................................ 35 Figure 5-1: Interaction Diagram for Out-of-Plane Wall (SDM)....................................... 45 Figure 5-2: Out-of-Plane Section Mechanics .................................................................. 46 Figure 5.3: Maximum Permitted Axial Load................................................................... 47 Figure 5.4: IBC vs. Mechanics ......................................................................................... 49 Figure 5-5: Out-of-Plane Load Data Input....................................................................... 58 Figure 5-6: Required Factored Design Moment .............................................................. 59 Figure 5-7: Bilinear Deflection Calculation ..................................................................... 61 Table 7-1: Allowable Stress Design Load Combinations................................................. 68 Table 7-2: Strength Design Load Combinations .............................................................. 70

1

1.0 INTRODUCTION

1.1 Purpose The National Concrete Masonry Association (NCMA) Masonry Design Software was developed

to provide engineers with a valuable resource in the design of concrete masonry structures. While Phase I

of the software was met with overwhelming approval, many users discussed the need for the capability to

design in-plane walls, and the option to design in larger variety of design codes. Additionally, software

with the ability to design with both Allowable Stress and Strength Design methods would be very valuable

for the sake of comparing the two design philosophies and would also be an effective tool for working out

many of the problems plaguing the new IBC 2000 Strength Design Method. Phase II of the software was

developed with these issues in mind.

This Special Project focuses on the verification of the Phase II software. The addition of three

additional design codes requires that the new NCMA software is independently verified for accuracy and

compliance with the new code provisions before release. This report is a continuation of the work

completed in the Verification of the National Concrete Masonry Association Masonry Design Software

(Phase II) An Interim Report2 and the Verification of Masonry Design Software Developed for the National

Concrete Masonry Association1. The NCMA Masonry Design Software was developed by Dr. James K.

Nelson and Dr. Russell H. Brown for the National Concrete Masonry Association (NCMA).

2

1.2 NCMA Software Phase II

The NCMA Design Software (Version 3.1.1.2) utilizes the trial and error method of design. This

software is not an analysis package, although it does have the capability to determine the critical design

load combination based on the support conditions, the effective length and user-defined loads acting on the

masonry component under consideration. The user has the option of inputting the critical section design

forces, designated “resistance side design”, or allowing the software to compute the critical section from

the applied loads, “load side design”. In order to design a concrete masonry component, all known values

and conditions such as the wall dimensions, masonry properties, steel properties, support conditions and

applied loads (or critical section design forces) are input and all unknown values, such as bar size, steel or

grout spacing and/or wall thickness are assumed. The NCMA Design Software has the capability of

developing interaction diagrams based on the input wall properties and can plot the applied loads over this

diagram as illustrated in Figure 1-1.

Figure 1-1: NCMA Software Interaction Diagram

3

If the applied loads are within the envelope of the diagram, as they are in Figure 1-1, the design

will resist the input applied loads for the design code selected. When one or more of the load combinations

lies outside the interaction envelope, the section properties are adjusted and the interaction is recomputed.

This trial and error iteration continues until the user is satisfied with the margin of safety. When the design

is satisfactory the user may choose to display the design calculations, the detailed NCMA Software

generated “hand” calculations for the section properties, design code and applied loads used in the design.

1.2.1 Software Capabilities The software has the capability to design both in plane and out-of plane concrete masonry walls

and both pre-cast concrete and concrete masonry lintels. The software can design fully grouted or partially

grouted walls and the user has the option of choosing unreinforced or reinforced wall design. The software

has the capability to design using Allowable Stress or Ultimate Strength Design principles. Based on the

section properties, the flexural, axial load and shear capacities are calculated at the critical section and the

theoretical area of steel is calculated (out-of-plane design only). An important aspect of Phase II is the

incorporation of five different design codes. The code specific design requirements and load combinations

are included for the following design codes:

1. Masonry Society Joint Committee (MSJC) 1995 Allowable Stress Design 2. MSJC 1999 Allowable Stress Design 3. MSJC 1999 Allowable Stress Design with the International Building Code (IBC) 2000 provisions 4. IBC 2000 Strength Design 5. MSJC 2002 Allowable Stress and Strength Design Methods

An important aspect of the NCMA Masonry Software (Version 3.1.1.2) is the ability to determine the

controlling load combination and the respective design loads based on the input loads and the design code

selected. The software has the capability of handling dead load (D), live load (L), roof live load (Lr), rain

load (R), snow load (S), soil load (H), fluid load (F), wind load (W) and earthquake load (E). The dead

load caused by self-weight is computed internally based on the section properties and is added to the axial

load above the critical section. Pre-stress, temperature and settlement induced loads are not included but

can be computed by entering the desired loads into a load input with similar load factors.

4

1.2.2 Software Limitations The software cannot design clay masonry, pilasters, columns, beams, or out-of-plane walls

spanning horizontally. The design algorithms do not apply to seismic design nor to shear walls with drift in

excess of 1 percent of the story height (as they require boundary elements which the NCMA Software does

not have the capability to design). Concentrated axial loads must be distributed over the length of the wall

according to the design code under consideration. Prestressed masonry walls and lintels cannot be

designed. Walls designed in areas under the jurisdiction of the Unified Building Code (UBC) must be

designed using a different design code.

5

2.0 VERIFICATION

2.1 Objective The objective of this special project is to verify the newly included Phase II design modules,

ensure design code compliance and verify any changes to the Phase I design modules.

2.2 Philosophy The software packages MathCAD 8.0 Professional Edition and MathCAD 2001 produced by

Mathsoft, Inc. was utilized to facilitate the process of “hand” checking the NCMA Design Software. A

specific Mathcad verification program was developed for each design module and design code. The

algorithms for each Mathcad file were derived independently from those used in the NCMA Software using

the design code under consideration and principles of mechanics. The Mathcad files and their associated

commentary are located in Appendix A and on the CD-ROM attached to the back cover of this Report.

The verification was conducted on two distinct fronts: the resistance side and the load side.

The resistance side of the software consists of the axial load, moment, and shear capacities

associated with the input wall properties and design code. The resistance side for a specific design module

was verified by iterating a wall design with respect to several isolated variables, such as bar size or spacing.

Sets of axial load, moment and shear capacities for different wall thickness and input variables were then

compared to the values generated from the associated Mathcad file. Percent errors in excess of 0.1% were

investigated. Large discrepancies were most likely attributed to the isolated variable and were easily

diagnosable. The error was then amended and this process was continued until all possible design variables

have been exercised with negligible error.

The load side of the software consists of the critical section design forces generated from the user-

defined applied loads and the code dependent load combinations. The critical design section is located

where the ratio of design moment-to-moment capacity, the percentage moment utilization, is the highest.

The NCMA Software is verified by comparing the design forces generated from the code specific load

combinations and verifying that the critical section and associated load combination indicated by the

NCMA Software are in fact the critical location and load case, respectively.

6

The verification can be broken down in this manner because the resistance side and load side

design modules are independent from one another. Changes in the load combinations or applied load input

will not affect how the section capacities are determined and visa versa. This allowed for much easier

resistance side verification.

2.3 Scope The scope of the verification includes; shear wall (in-plane) design for both Allowable Stress

Design and Strength Design; out-of-plane Strength Design; lintel design for all codes and load side

verification associated with the three additional design codes included in Phase II: IBC 2000 Strength

Design, MSJC 1999 Allowable Stress Design with IBC 2000 provisions and the MSJC 2002 Allowable

Stress and Strength Design. All verification tables completed for the Phase II software is located in this

report in the specific design code section and on the CD-ROM in the back cover of this report.

This report does not include verification for design modules that remain unchanged from Phase I

including Allowable Stress design for out-of-plane walls based on MSJC 1995 and 1999 design code.

When discussing verification completed using Mathcad files developed by Oliver Himbert please reference

his Interim Report, Verification of the National Concrete Masonry Association Masonry Design Software

(Phase II)2.

7

3.0 IN-PLANE (SHEAR WALL) STRENGTH DESIGN

3.1 Reinforced Masonry

3.1.1 Description The design of shear walls using Strength Design is new to the Civil Engineering community as

well as the NCMA Software. There is no established text, or design procedure and very little published

commentary regarding design code. In a sense, the NCMA Masonry Design Software broke into new

ground when adding this function to Phase II.

The design of shear walls is not much different from the design of out-of-plane walls. The same

basic principles of mechanics apply. The differences between the two lie in orientation and how steel is

placed. A shear wall can be described as a very deep cantilever beam where the wall length is the beam

depth and the height of the wall is the span. The steel is most efficiently used if placed in the ends of the

shear wall (top and bottom of the cantilever beam), far from the neutral axis. Where in out-of-plane design

the effective section is restricted to one bar, the in-plane wall effective section can have as many bars as is

permitted. Steel near the middle of the wall does not contribute much to the flexural capacity and adds to

the severely restricted percentage of steel (see 3.1.2.2). In prudent design, the middle steel area (in2/ft) will

most likely be the largest value from either the out-of-plane design steel requirement, the minimum

permissible vertical steel when shear steel is present (see 3.1.2.4), or the prescriptive steel requirement.

There is little benefit in adding steel to the middle of a shear wall. For this reason the shear wall is broken

down into two zones, the end zones and the middle zone.

The end zones consist of two fully grouted sections on either end of the shear wall where the steel

spacing is required to be 8-in. The user can specify the number of grouted cells and the bar size. The

length of each end zone, s0, can be easily determined by multiplying the number of grouted cells in each

end zone, ng, by the length of a grouted cell, 8-in.

The middle zone is the remaining portion of the shear wall. This section of the wall may be

reinforced with a different size bar and the grout spacing is equal to the middle zone steel spacing, s. If the

wall is fully grouted, the grout spacing is 8-in and the steel spacing remains the input value, s. The steel is

8

distributed evenly about the centerline of the wall. Reinforcing steel in the two zones must have the same

yield stress.

The end zones are not meant to act as the boundary members. The NCMA Software provides

design calculations valid for walls with story drift less than 0.1 percent the story height, Method A design

(2108.5.1.1). The boundary members required when Method B design is used are not included in Phase II

of the software. See Figure 3-1 for an illustration of the NCMA Masonry Design Software reinforcing

steel input and the shear wall configuration.

Figure 3-1: In-Plane Design Reinforcing Configuration

In Strength Design, section capacities are determined by setting the strain in the extreme

compressive fiber of masonry to -0.0025 and, based on the neutral axis depth, the steel forces and

compression forces in the grouted masonry cells and in the face shells are determined. The steel areas in

compression are permitted to be considered when determining the section capacities. When determining

the compression force in the grouted cells of the middle zone, the grouted cell length, bw, is assumed to be

8-in for every wall thickness. This conservative approximation is used to simplify the calculations. A

simplified free body diagram of shear wall using Strength Design is illustrated in Figure 3-2.

.

9

Figure 3-2: In-Plane Wall Section Mechanics For Strength Design

The shear capacity of the section is determined from the wall cross-section and the critical section design

forces. When horizontal shear steel is required to resist the critical design shear force, a table of steel

spacings and respective bar sizes is generated to aid the designer in selection of shear reinforcement.

3.1.2 Code Interpretation

A major hurdle in the development of the strength design software was the interpretation of the

IBC 2000 and the MSJC 2002 design codes. Many problems in the development of both the NCMA

Software and the Mathcad verification software were directly related to questions about interpretation and

intent. This section will address the code provision in question, the problems associated with the provision

and the interpretation used for design purposes.

εmu

εs c

AsEsεs Pu

0.85c (IBC 2000) 0.80c (MSJC 2002)

w

w=0.85f`mb (IBC 2000) w=0.80f`mb (MSJC 2002)

10

3.1.2.1 φ - Factors

3.1.2.1.a φ - Factors (IBC 2000-Strength)

(2108.4.3.1) The φ factor for axial load, axial load with flexure and flexure is 0.65. The code

allows a linear increase in φ to 0.85 as the design axial load, φPn, decreases from the lesser of 0.10*f`m*Ae

or 0.25*Pb. Where:

Pb=0.85*f`m*b*ab (Equation 21-4)

ab=0.85*d[εmu/[εmu + fy/Es]] (Equation 21-5)

The code equations above are only valid for fully grouted walls and they do not consider the tension and

compression steel. The code offers no guidance for determining Pb for a partially grouted wall but

specifically states that the above equations are only valid for fully grouted sections. The question is

whether to use Equation 21-4 and modify the “b” term to remove the ungrouted cells or to use basic

principles of mechanics and solve for the net axial load based on the neutral axis depth c=ab/.85 and the

forces in the steel. After communication with NCMA it was decided to use Pb based on principles of

mechanics unless the wall was fully grouted, in which case the code equations were used.

(2108.4.3.2) The value of φ for shear remains an unresolved issue. The code states “φ=0.80

where the design shear strength, φVn, corresponds to the development of 1.25 times the nominal flexural

strength of the wall. For all other cases, φ shall be equal to 0.60.” The first problem is interpreting the

intent of the code provision and the second problem comes from a similar passage that supercedes

2108.4.3.2. The provision, listed under 2108.4 states that the “design shear strength, φVn, shall exceed the

shear corresponding to the development of 1.25 times the nominal flexural strength of the member, except

that the nominal shear strength need not exceed 2.5*Vu.” This provision has the same intent as the shear φ

value provision but clearly states that all in-plane walls must have the increased shear capacity. If 2108.4

must always be satisfied, then 2108.4.3.2 will always be satisfied as a result, deeming the provision trivial.

The intent of the provision is to account for the steel overstrength that is present above yield stress

and strain hardening which effectively increases the moment capacity above the nominal value. During

extreme lateral loading, walls without additional shear capacity, Vn, over the design value, Vu, may

experience a brittle shear failure if steel overstrength contributes to an effective increase in moment

11

capacity. This provision intends to provide additional shear capacity over the design value to ensure a

ductile flexural failure. The “shear corresponding to the development of 1.25 times the nominal flexural

strength of the member” can be determined by multiplying the moment capacity by 1.25 and summing

moments at the bottom of the wall to determine the equilibrium shear corresponding to the magnified

moment. See Figure 3-3 below.

Figure 3-3: Minimum Required Shear Strength

φVn Mufloor

H

1.25Mn

ΣMbottom = 1.25Mn - Mu - φVnH = 0

φVn = [1.25Mn - Mu]/H

For example, if Mufloor= 25000 ft-kips, H=20 ft, Mn=60000 ft-kips and applied shear is 1000 kips,

the design moment, Mu, at the bottom of the wall is 25000+1000*20 = 45000 ft-kips. The design capacity,

60000/φ, is slightly larger than the design moment. To satisfy 2108.4, the design shear would be

(1.25*60000*0.8-25000)/20= 1750 kips. The design shear force was increased by 75%. This

magnification is even more severe when there is no applied moment at the roof level.

It is the opinion of some that the redundant shear provision (2108.4.3.2) is an obvious mistake and

that 2108.4 must always be satisfied. Another interpretation is that 2108.4.3.2 is an “out” in case the

12

additional shear capacity requirement cannot be satisfied. The NCMA Software is not in compliance with

either of these interpretations and is currently using a constant φ factor of 0.8 for all shear calculations.

3.1.2.1.b φ - Factors (MSJC 2002-Strength)

(3.1.41) The φ factor for axial load, axial load with flexure and flexure is 0.9. Unlike IBC 2000,

the 2002 MSJC code does not allow a linear increase in φ. This makes the calculations for axial and

flexure strength easier for this code.

(3.1.4.3) The value of φ for shear, which is 0.80, is constant for the MSJC 2002 code. The

provision, listed under 2108.4 in the IBC 2000 code states that the “design shear strength, φVn, shall

exceed the shear corresponding to the development of 1.25 times the nominal flexural strength of the

member, except that the nominal shear strength need not exceed 2.5*Vu.” This provision exists in the 2002

MSJC code under the provision 3.13. This value is computed in the same manner as described under

section 3.1.2.1.a φ - Factors (IBC 2000-Strength) of this report. It should be noted that the NCMA software

does not display the shear capacity at 1.25 time the nominal flexural strength under this code as of

December 6, 2002.

3.1.2.2 Maximum Reinforcement Ratio

(2108.9.2.13.1) This provision in the IBC 2000 code sets severe guidelines on the maximum steel

percentage permitted in shear walls. The code requires the neutral axis location, c`, is determined based on

a critical steel tensile strain of 5 times the yield strain, and that the tensile stress in the steel is fixed at 1.25

times the yield stress of steel regardless of the strain in the steel. The compression steel stress is

determined based on mechanics and the compression zone is based on a Whitney stress block equal to

0.8*c`*0.8*f`m*b. The provision is illustrated graphically below in Figure 3.4.

13

Figure 3.4: Maximum Permitted Axial Load

5εy

1.25Asfy Pu

cmax

0.80c

0.64f`mbc

εmu

A more convenient application of this provision is to sum all of the steel forces and compression

forces in the masonry associated with the neutral axis location determined from the magnified strain

conditions, cmax. This sum, Pmax, is the maximum nominal axial load that may be placed on the wall in

order to satisfy the maximum reinforcement ratio provision. This is the value is very sensitive to the

amount of steel placed in the wall and, for heavily reinforced walls, may actually be negative (net tension).

This provision ensures the design of under reinforced shear walls. The only way to effectively increase the

value of Pmax to accommodate applied loads is to increase the wall thickness, increase f`m, decrease the

number of end-grouted cells, or decrease the steel area. It is very prudent to design the middle zone of the

wall with the minimum required steel area in order to maximize the value of Pmax. It is also prudent to

design the shear wall so the number of cells grouted in the end zone is such that the end zone length is less

then cmax. If the end zone length is greater than c.max there will be end zone compression steel (typically

large bars) in tension. The tensile stress set by the code for Pmax states that any bar in tension has a tensile

stress of 1.25fy. This implies that even if the compression steel is barely in tension, the full overstrength

level of stress must be used. Consequently, the value of Pmax will be severely reduced if the end zone is

greater than the value of cmax.

14

Pmax is calculated in the same manner for the MSJC 2002 code, which is listed under the provision

3.2.3.5, Maximum Reinforcement Percentages, but the compression steel is neglected in this computation.

It should also be noted that the maximum axial load in MSJC 2002 strength design is based upon

unfactored gravity axial loads, which is not the case in IBC 2000 strength design. In the IBC code, Pmax is

based upon factored gravity axial loads. Finally, the sections 3.2.3.5.1 and 3.2.3.5.2 of the MSJC 2002

commentary state, “The unfactored gravity axial loads referred to in this provision are intended to be the

gravity components of the allowable stress design loading combinations that include earthquake from the

legally adopted building code.” This implies that the maximum axial load computed using the 3.2.3.5

provision under the MSJC 2002 strength design code only applies to load combination that include

earthquake and does not apply to load combinations that do not included earthquake. For this reason, the

NCMA Design Software (Version 3.1.1.2) will allow you into the design calculations page when the

unfactored axial loads exceed Pmax for all load combinations except the ones that include earthquake.

3.1.2.3 Shear Design

(2108.9.3.5 IBC 2000 and 3.2.4.1 MSJC 2002) This provision sets forth requirements for the shear

design of in-plane walls. As the provision is written, the maximum nominal shear capacity, Vnmax, and the

nominal shear capacity of the masonry, Vm, are dependent on unfactored applied loads. The first reference

is to the ratio M/Vdv, determined from unfactored loads. Depending on this ratio, different Vnmax equations

control, and the ratio directly affects the nominal masonry capacity. Using unfactored loads to determine

this ratio will result in a different value than if the Strength Design factored loads were used and it may not

yield a conservative capacity.

There are several cases when this provision provides non-conservative values for Vm. The

nominal masonry capacity gets the benefit of 25 percent of the unfactored axial load as illustrated in the

equation below:

Vm = [4.0-1.75(M/Vdv)]Anf`m0.5

+ 0.25*P

For load cases when the axial load due to dead load is reduced, such as 0.9D + 1.6W, using an unfactored

axial load will actually increase the shear capacity over what it would have been if factored loads had been

used.

15

More problems were encountered when trying to define the unfactored load combinations in

Strength design. One interpretation is that the Strength design method combinations are used but the load

factors are all set to unity. This yields some non-conservative axial loads and does not take into account

that fact that the earthquake load determined from NEHRP provisions has load factors built in. The other

interpretation is to use Allowable Stress Load levels (i.e. 0.6D + 0.7E) in place of the Strength Design

Combinations. This interpretation would have been a clean solution had the two sets of combinations been

one to one. In other words, if every Strength Design load combination had an equivalent Allowable Stress

load Combination. This, unfortunately, is not the case. Reference the load combination mapping in Table

3-1 below.

Table 3-1: Strength Design – Allowable Stress Design Load Combination Mapping

Strength Design Allowable Stress Design

The combinations to the left are Strength Design Load Combinations and mapped to the right are

the equivalent Allowable Stress Design load combinations. The two combinations in red were

manufactured for the sake of this mapping. They do not exist in any design code for Allowable Stress

Design. The shaded loads are loads that are present in the Allowable Stress Load Combinations but are not

present in the Strength Design combinations. Although the set to the right is clearly not an endorsed set of

load combinations it seems to be the best approach in dealing with the unfactored loads required to

compute the shear capacities. The NCMA Software uses the doctored set of Allowable Stress load

combinations to determine the shear capacity. This feature has been verified with the MathCAD programs.

DD DD ++ LL ++ ((LLrr oorr SS oorr RR)) DD ++ ((LL oorr WW)) ++ ((LLrr oorr SS oorr RR)) DD ++ ((WW oorr 00..77EE)) ++ LL ++ ((LLrr oorr SS oorr RR)) DD ++ ((WW oorr 00..77EE)) ++ LL ++ ((LLrr oorr SS oorr RR)) 00..66DD ++ ((00..77EE oorr WW)) DD ++ FF DD ++ LL ++ FF ++ HH ++ TT ++ ((LLrr oorr SS oorr RR)) 00..66DD ++ ((WW oorr 00..77EE)) ++ HH

11..44DD 11..22DD ++ 11..66LL ++ 00..55((LLrr oorr SS oorr RR)) 11..22DD ++ ((ff11LL oorr 00..88WW)) ++ 11..66((LLrr oorr SS oorr RR)) 11..22DD ++ 11..66WW ++ ff11LL ++ 00..55((LLrr oorr SS oorr RR)) 11..22DD ++ 11..00EE ++ ff11LL ++ ff22SS 00..99DD ++ ((11..00EE oorr 11..66WW)) 11..44((DD ++ FF)) 11..22((DD++FF++TT)) ++ 11..66((LL++HH)) ++ 00..55((LLrr oorr SS oorr RR)) 00..99DD ++ ((11..66WW oorr 11..00EE)) ++ 11..66HH

16

3.1.2.4 Wall Design For In-Plane Loads (IBC 2000-Strength)

(2108.9.5.2) This provision ensures that the nominal moment capacity is sufficiently larger than

the cracking moment of the cross section and also states the minimum amount of vertical steel required in

relation to the shear steel required.

The nominal moment capacity must be at least 1.5 times greater than the cracking moment for

fully grouted walls and 3 times greater than the cracking moment for partially grouted walls. The cracking

moment is determined from:

Mcr = S*fr

Where the modulus of rupture, fr, is 250 psi. The NCMA software currently determines the cracking

moment for the cross section and evaluates the nominal moment capacity in order to assure it is in

compliance with the code.

The minimum amount of vertical steel must be at least one half the amount of shear steel. This

will never be a problem in the end zones where the majority of the reinforcing steel for a shear wall is

located but it may control in the middle zone if the out-of-plane forces are small. The NCMA software

checks the input value of middle steel versus the theoretical required area of shear steel determined in the

analysis. If this code provision is not met, an error message is generated that will instruct the designer to

increase the amount of steel in the middle zone.

3.1.2.5 Wall Design For In-Plane Loads (MSJC 2002-Strength)

(3.2.4.2.2) This provision ensures that the nominal moment capacity is sufficiently larger than the

cracking moment of the cross section and also states the minimum amount of vertical steel required in

relation to the shear steel required.

The nominal moment capacity must be at least 1.3 times greater than the cracking moment

strength of the wall. The cracking moment is determined from:

Mcr = S*fr

Where the modulus of rupture, fr, is 250 psi. The NCMA software currently determines the cracking

moment for the cross section and evaluates the nominal moment capacity in order to assure it is in

compliance with the code.

17

3.1.3 Mathcad Verification

Brian Lechner’s MathCAD Verification:

The MathCAD verification file for reinforced shear walls for partial grout (In-plane SD PG.mcd)

is in Appendix C.a. The Mathcad 8.0 verification software has the capability of simultaneously

determining the design level moment and axial load for seven user-defined values of c, the location of the

neutral axis, based on the section properties. This is analogous to the “Point” input utilized in Mr.

Burgess’s verification software. The difference is the seven points are run simultaneously and the seven

respective capacities are output at the same time eliminating the need to manually adjust the neutral axis

depth.

The software determines the number of bars of steel, m, based on the end zone length and the

middle zone spacing and then determines the location of each bar, di, with respect to the extreme

compression fiber. For each of the input neutral axis depths, the software determines the stress in each bar,

fsi, and the total area of masonry under compression, ΣAi. The nominal axial load, Pn, is determined by

finding the force in the masonry, C=ΣAi*f`m and summing the stress in each bar times their respective area

of steel, T=Σfsi*Asi. The nominal moment capacity is determined by summing moments about the extreme

compression fiber and then finding the equivalent moment at the center of the wall by considering the

moment caused by the axial load at midspan. The nominal moment capacity is checked against the

cracking moment of the cross section as required by IBC 2108.9.5.2. If the nominal moment meets this

requirement, the check will display “good”.

The nominal values are then brought down to design level by multiplying the axial load and

moment by the sliding φ factor. The value of Pb used in determining φ is determined by using the code

equation for ab and then solving for the equilibrium axial load using basic principles of mechanics. The

maximum axial load permitted, Pmax, is determined using the design parameters set forth in 3.2.2.3.

The shear capacity determined depends on the input design level shear force and the magnitudes

of the unfactored loads at the design section. The design shear force, Vu, and the unfactored loads, P, M,

and V, must always be input into the Mathcad file to accurately determine the shear capacity. Vnmax and Vm

18

are determined for the input section properties and unfactored loads. If Vu/φ is greater than Vm, shear steel

is required to resist the applied shear. The theoretical magnitude of shear provided by the steel required to

resist the applied load, Vs, is equal to the difference in the nominal applied shear and the shear provided by

the masonry. The corresponding area of shear steel per inch of height, Av/s, is determined from the

following equation:

Av/s = 2*(Vu/φ – Vm)/fy*L

Where L is the length of the shear wall in inches and the value of the terms in parenthesis is equal to Vs, the

nominal shear strength of steel required to resist the applied loads. Mathcad checks that nominal shear

strength of the wall, Vn=Vm+Vs is less than the maximum permitted value, Vnmax. If this condition is not

true, the wall will not resist the applied shear force. Finally, Mathcad creates a table of steel spacings for

specific bar sizes by solving the above equation for spacing, s, and rounding down to the nearest multiple

of eight. For verification purposes, the values of Vnmax, Vm, Vs, and Av/s are displayed.

Johnny McElreath’s MathCAD Verification:

The MathCAD verification files for fully grouted reinforced shear walls, which include the design

codes for 2000 IBC Strength (2000 IBC Strength In-Plane.mcd) and 2002 MSJC Strength (2002 MSJC

Strength In-Plane.mcd), can be found in Appendix C.b. These verification files were developed in

MathCAD 2001 using Brian Lechner’s files. These files have the capability of computing the factored

design loads based on the user defined service loads. The nominal axial, moment and shear capacities were

determined in the same manner as described above in Mr. Lechner’s verification work, but these capacities

were determined for each load combination. The controlling capacity was chosen based on the highest

percent utilization from all load combinations as describe in section 3.3.3 of this report. The controlling

capacities were displayed for verification purposes.

3.1.3.1 Verification Procedure

Brian Lechner’s Verification Procedure:

Verification of the flexural and axial load capacity of shear walls was completed by comparing the

axial load and moment capacity for different values of c, the neutral axis depth. This process was

19

facilitated by making use of the temporary debugging table in the NCMA Software design calculation

output, which displays the nominal moment and axial load capacities for every 50th value of c in the

interaction diagram. Critical values of the neutral axis depth, c, and the respective capacities were easily

chosen from the table and input into the MS Excel verification spreadsheet. The values of the neutral axis

depth chosen were then input directly into the Mathcad in-plane verification file and the resulting capacities

were input into the verification spreadsheet for comparison.

This process was repeated for many different section configurations to ensure all possible places

for error have been exercised. The wall thickness, shear wall length, masonry compressive stress, steel

yield stress, middle zone steel area and spacing, end zone steel area, and the number of grouted cells in the

end zone were systematically varied to verify that all of the algorithms for the resistance side of the shear

wall module is accurate. Fully grouted cases were also run by setting the grout spacing to 8-in and

allowing the steel to vary, as with the partially grouted cases. Verification was completed by observing the

percent error between the NCMA Software and the Mathcad verification file for axial load and moment

capacity. All percent errors greater than 0.1% were investigated and amended before verification was

deemed complete.

In order to properly verify the shear capacity algorithms, the M/Vd ratio had to be manually

tweaked by changing the input unfactored load magnitudes. When M/Vd is greater than one, Vnmax =

4*An*f`m.5, and when M/Vd is less than 0.25 Vnmax = 6*An*f`m

.5. For all values of M/Vd in between, Vnmax

is determined through linear interpolation. All three of these cases were verified.

In order to verify that the amount of shear steel required is calculated correctly, cases were run that

had applied shear greater than the capacity of the masonry. The resulting theoretical area of steel per inch

of height, Av/s, Vs, and Vn were compared in the MS Excel spreadsheet along with the corresponding value

of Vnmax.

The calculation of Pmax, the cracking moment, the minimum area of vertical steel, and compliance

with code provision 2108.9.5.2 were not verified as of 12/16/01.

Verification Results are in Appendix A-1.a.

20

Johnny McElreath’s Verification Procedure:

Verification of the axial load, moment and shear capacities were completed, for each strength

design code, by performing various problems in the NCMA software and comparing them to problems with

the same parameters executed in the MathCAD algorithms. Comparisons were completed for all CMU

thicknesses (i.e. 6-inch, 8-inch, 10-inch and 12-inch) available in the NCMA software. Each problem that

was executed varied by changing one or many of the following parameters: loading patterns, reinforcement

sizes, end zone grout spacing, middle zone reinforcing spacing, wall length and wall height. Once the

problems were performed in both NCMA and MathCAD, values for the factored axial load, factored

moment, factored shear, moment capacity, shear capacity, shear force in steel, required shear steel per foot,

and the value of maximum allowable axial load were compared. The values of shear capacity, shear force

in steel and required shear steel per foot at 1.25 times the moment capacity were also compared in the IBC

2000-strength verifications. MS Excel was used to store these data values and compute the percentage

error for each value. All percent errors greater than 0.1% were investigated and amended before

verification was deemed complete. Verification Results are in Appendix A-1.b.

21

3.2 Unreinforced Masonry

3.2.1 Description Unreinforced shear walls may be designed as ungrouted (face-shell bedded), partially grouted with

end zones or fully grouted. All input related to the unreinforced walls remains unchanged from reinforced

shear walls except that bar sizes may not be chosen. The option of grouting end zones and leaving the

middle zone ungrouted allows the designer to maximize the flexural capacity of the shear wall while

minimizing the amount of grout required. For simplicity, the length of the grouted cells used in

computation is assumed to be a conservative 8-in.

3.2.2 Code Interpretation 3.2.2.1 (2108.7.5.2 IBC 2000 and 3.1.7.2.2 MSJC 2002)

Unlike Allowable stress design of unreinforced shear walls, the Strength Design provisions allow

flexural tension in the masonry. The flexural tension stress is directly proportional to the strain in the wall

and cannot exceed the modulus of rupture, fr, which is limited to 250 psi for in-plane walls. The modulus

of rupture for in-plane walls is independent of the mortar type. The axial load and flexural capacities can

be easily determined from the neutral axis location for walls in running bond.

The calculation becomes much more complicated if the wall is in stack bond construction. Code

provision 2108.7.5.2 IBC 2000 states that for walls in stack bond, only the grouted cores are permitted to

be used in resisting flexural tension. Figure 3-5 illustrates the effective cross section of an unreinforced

shear wall in stack bond.

Figure 3-5: Stacked Bond Cross Section

This implies that the section modulus, S, and moment of inertia, I, vary according to the location of the

neutral axis. The section properties must be known to determine the location of the neutral axis and the

c

22

location of the neutral axis must be known to determine the section properties. To determine the location

of the neutral axis, the designer must iterate. Based on the applied axial load, a trial value of c is chosen

and the centroid of the wall is determined. The moment of inertia and section modulus are determined

about the centroid of the wall accounting for only the grouted cores on the tension side of the wall. From

these section properties, a moment capacity and its corresponding neutral axis location is determined. The

new value of c is then used to begin the next iteration. This process is continued until convergence.

3.2.2.2 (2108.4.3.1 IBC 2000 and 3.1.4.2MSJC 2002) φ Factors

The φ factors in IBC 2000 for unreinforced masonry strength design are 0.65 for axial and flexure

and 0.8 for shear. In MSJC 2002 strength design, the φ factors for unreinforced masonry are 0.60 for axial

and flexure and 0.8 for shear.

3.2.2.3 (2108.10.3 IBC 2000 and 3.2.4.1.1 MSJC 2002) Maximum axial load

The maximum axial load permitted on unreinforced shear walls is limited by the out-of-plane

slenderness of the wall. Depending on the slenderness, h/r, the code provides two different reductions for

maximum axial load:

IBC 2000 MSJC 2002

φPn= φAn*f`m*[1-(h/140r)2] for h/r < 99 φPn= φ∗0.82∗An*f`m*[1-(h/140r)2] for h/r < 99

φPn = φAn*f`m(70r/h)2 for h/r > 99 φPn = φ∗0.82∗An*f`m(70r/h)2 for h/r > 99

Where An is the net area of the shear wall in running bond and the area of the compression zone plus the

area of the grouted cores in tension in stacked bond, h is the wall height and r is the radius of gyration of

the out-of-plane (weak) axis.

3.2.2.4 (2108.10.4.1 IBC 2000 and 3.3.4 MSJC 2002) Nominal Shear Strength

This code provision provides the empirical formulas for determining the shear capacity of an

unreinforced wall based on the bond type, grout schedule and unit type. The wall may be running or

stacked bond, full or partial grout, and the units may be open or closed end units. The NCMA Software can

23

adjust the strength according to the bond type and grout spacing but there is no input for the unit type. The

nominal shear strength for unreinforced masonry designed under IBC 2000 Strength is the smallest of the

following:

1. 1.5 *(f’m)0.5*An

2. 120*An

3. 37*An+0.3Ny for running bond masonry not grouted solid

4. 37*An+0.3Ny for stack bond masonry with open end units and grouted solid

5. 60*An+0.3Ny for running bond masonry grouted solid

6. 15*An for stack bond other than open end units grouted solid

The nominal shear strength for unreinforced masonry designed under MSJC 2002 Strength is the smallest

of the following:

1. 3.8 *(f’m)0.5*An

2. 300An

3. 56*An+0.45Ny for running bond masonry not grouted solid

4. 56*An+0.45Ny for stack bond masonry with open end units and grouted solid

5. 90*An+0.45Ny for running bond masonry grouted solid

6. 23*An for stack bond other than open end units grouted solid

The software determines the shear capacity based on closed-end units.

24

3.2.3 Mathcad Verification

Brian Lechner’s MathCAD Verification:

The Mathcad verification file (In-plane SD PG URM.mcd) is located in Appendix C.a of this

report. It can determine the flexural strength of the shear wall given the design axial load applied to the

wall. The same algorithms used in the reinforced wall verification were used to determine the location of

the grouted cells from the extreme compression fiber, di. The input axial load and grouted cell location is

used to solve for the section modulus and the location of the neutral axis. To determine the flexural

strength of the section, the fundamental equations for normal stress were manipulated to solve for the

nominal moment given the controlling tensile and compressive stresses, 250 psi and f`m, respectively.

M nt SP nA e

250. M nm SP n

A e.85 f m..

The moment capacities for controlling tensile stress, Mnt, and controlling compressive stress, Mnm, are both

determined and the lesser of the two values is designated the moment capacity of the section. As a check,

the stress in the extreme tension and compression fiber is determined and compared to the allowable

stresses.

When stacked bond construction is specified, the algorithms become much more complicated.

The location of the neutral axis is not known and cannot be determined with knowing the section

properties. This problem is compounded by the fact that the section properties actually depend on the

location of the neutral axis. Solving this circular reference requires that an initial trial value of c be

assumed and refined through iteration. After assuming c, the centroid of the unsymmetrical wall is

determined and the section modulus is calculated about the centroid. Using the trial section modulus and

applied axial load, a new value of c is determined and the process is repeated. Given the complexity of the

iteration and the programming rules in Mathcad, this iteration must be carried out manually to convergence.

After the location of the neutral axis is determined, the moments are summed about the centroid of the wall

25

in the same manner as for running bond. Moment capacities based on the two allowable stresses are

computed and the lesser of the two is designated the design strength, Mu.

The shear capacity determination is consistent with the NCMA Software. There is the option to

choose between running and stacked bond, full or partial grout, but to be consistent with the NCMA

software, there is no option to choose the type of unit. When the bond type is chosen as “stacked”, the net

area used in determining the shear capacity is the total area of grouted masonry, regardless of the neutral

axis location. The IBC code provision only refers to the grouted cores when resisting flexural tension.

Johnny McElreath’s MathCAD Verification

The MathCAD verification files for fully grouted unreinforced shear walls, which include the

design codes for 2000 IBC Strength (2000 IBC Strength In-Plane URM.mcd) and 2002 MSJC Strength

(2002 MSJC Strength In-Plane URM.mcd), can be found in Appendix C.b. These verification files were

developed in MathCAD 2001 using Brian Lechner’s files. These files have the capability of computing the

factored design loads based on the user defined service loads. The nominal axial, moment and shear

capacities were determined in the same manner as described above in Mr. Lechner’s verification work for

unreinforced strength design, but these capacities were determined for each load combination. The

controlling capacity was chosen based on the highest percent utilization from all load combinations as

describe in section 3.3.3 of this report. The controlling capacities were displayed for verification purposes.

3.2.3.1 Verification Procedure

Brian Lechner’s Verification Procedure:

Verification of the unreinforced shear wall design module was conducted in a different manner

than for reinforced masonry module. Instead of varying the neutral axis depth and determining the

associated axial load and moment capacity, the applied axial load was varied and the neutral axis depth and

the associated moment capacity was determined. Verification of the NCMA unreinforced design module

for Strength Design was completed by comparing the moment capacity determined for the given axial load.

The axial load was varied in a way that ensured an equal fraction of tension controlled walls and

26

compression controlled walls were verified. The maximum axial load, Pnmax, was also compared to the

NCMA software generated values.

The properties of the shear walls were varied in order to exercise all of the algorithms in the

design module. Ungrouted, partially grouted and fully grouted walls were checked. Running bond and

stacked bond walls with varying wall thickness, wall length, and masonry properties were also verified.

The six different equations for shear capacity were exercised by changing the grout type, and bond

type.

Johnny McElreath’s Verification Procedure:

Verification of the unreinforced strength design was completed in a similar manner as the

reinforced strength design. The verification of the axial load, moment and shear capacities were

completed, for each strength design code, by performing various problems in the NCMA software and

comparing them to problems with the same parameters executed in the MathCAD algorithms.

Comparisons were completed for all CMU thicknesses (i.e. 6-inch, 8-inch, 10-inch and 12-inch) available

in the NCMA software. Each problem that was executed varied by changing one or many of the following

parameters: loading patterns, end zone grout spacing, middle zone grout spacing, wall length and wall

height. Once the problems were performed in both NCMA and MathCAD, values for the factored axial

load, factored moment, factored shear, moment capacity, shear capacity and the value of maximum

allowable axial load were compared. MS Excel was used to store these data values and compute the

percentage error for each value. All percent errors greater than 0.1% were investigated and amended

before verification was deemed complete. Verification Results are in Appendix A-2.

27

3.3 Critical Section Design Forces

3.3.1 Description The load side module for reinforced and unreinforced masonry shear walls is independent of the

resistance modules in Mr. Lechner’s verification work, but in Mr. McElreath’s, the load side module is

included with the resistance side module for every MathCAD file developed. This section only refers to

the verification work completed by Mr. Lechner. The critical section design load determination is verified

independently from the section capacity. The load side module in the NCMA in-plane design module

determines the critical section design forces based on the applied loads, the height of the wall and the

design code load combinations. The support conditions cannot be changed in the in-plane load side module

so in-plane walls are always treated as cantilever beams. Positive convention for the applied shear, axial

load and moments are illustrated in Figure 3-6.

Figure 3-6: Applied Load Input

The NCMA software determines the design forces and critical section for each load combination

then chooses the most critical load case for design. The design axial load, Pu, moment, Mu, and shear, Vu,

for the critical load case and section are then input into the resistance side module and capacities are

determined based on section properties. The critical load cases for flexure and shear are output in the

design calculations. The critical section for flexure and shear is denoted by the ratio x/H, where x is

measured from the bottom of the wall and H is the height of the wall. The value of x/H for shear will

always be 1, at the top of the wall, where there is no added shear capacity from self-weight. The critical

28

section for flexure and axial load will most likely be at the bottom of the wall, although this may not always

be the case.

3.3.2 Code Interpretation 3.3.2.1 Load Combinations (1605.2.1)

The load combinations specified in the IBC 2000 design code do not include combinations that

contain the soil load, H, or the fluid load, F. The IBC references ASCE-7 combinations for combinations

containing either of those two load types. The combinations from ASCE-7 containing H and F are simply

added to the IBC specified load combinations to arrive at the complete list of load combinations for

Strength Design. The complete list is displayed in Table 3-2.

Table 3-2: Strength Design Load Combinations

11.. 11..44DD 22.. 11..22DD ++ 11..66LL ++ 00..55((LLrr oorr SS oorr RR)) 33.. 11..22DD ++ ((ff11LL oorr 00..88WW)) ++ 11..66((LLrr oorr SS oorr RR)) 44.. 11..22DD ++ 11..66WW ++ ff11LL ++ 00..55((LLrr oorr SS oorr RR)) 55.. 11..22DD ++ 11..00EE ++ ff11LL ++ ff22SS 66.. 00..99DD ++ ((11..00EE oorr 11..66WW)) 77.. 11..44((DD ++ FF)) 88.. 11..22((DD++FF++TT)) ++ 11..66((LL++HH)) ++ 00..55((LLrr oorr SS oorr RR)) 99.. 00..99DD ++ ((11..66WW oorr 11..00EE)) ++ 11..66HH

The load factors for live load and snow load change depending on the masonry component under

consideration. The factor modifying live load, f1, is 1.0 for places of public assembly or for floor with live

loads in excess of 100 psf and 0.5 otherwise. The factor modifying the snow load, f2, is 0.7 for roof

configurations that do not shed off snow and 0.2 for all other roof configurations. In load combination 9,

the soil load factor is equal to zero if the structural action due this load is in opposition to the wind or

earthquake loads. Thte NCMA Software currently does not have the load modification factor input built

into the load data tab. The load factor for f1 is default at 0.5 and the load factor for f2, is default at 0.7. This

change must be made and verified in order to comply with the code.

29

3.3.2.2 Unfactored Loads (2108.9.3.5)

When determining the shear capacity for a given section, the unfactored loads produced by the

critical load combination must be known. The code gives little guidance in defining what exactly

unfactored loads are and which load combinations to use. The interpretation adopted by the NCMA

Software was that the IBC intended to use allowable stress level loads for these capacities and the

allowable stress load combinations should be used. The problem encountered involved the mapping of IBC

strength load combinations to equivalent Allowable Stress Design load combinations. Two Strength

Design load combinations did not have equivalent Allowable Stress load combinations so these

combinations had to be manufactured to satisfy the interpretation adopted. This matter is discussed in detail

in section 3.1.2.3 of this report.

3.3.3 Mathcad Verification The Mathcad program for the load side verification of the NCMA software has three principle

objectives:

Verify that the NCMA Software is using the proper load combinations by determining

the design loads at the critical section for each load combination

Verify that the NCMA Software is determining the critical section by ensuring the values

of percentage moment utilization immediately above and below the critical section are

lower than the critical percentage moment utilization

Verify that the NCMA Software is determining the proper flexural, shear and axial load

capacities for the critical design loads.

The Mathcad file for load side verification (In-plane SD FG Loads.mcd) is located in Appendix C

of this report. It was designed with the knowledge that the resistance side of the shear wall will be verified

for both full and partial grout walls. For this reason the verification for the load side was completed for

fully grouted walls only. The algorithms for fully grouted walls are much simpler and the independency of

the resistance and load side module implies that if fully grouted walls are verified, partially grouted walls

will work as well.

The same masonry, steel and section property input used for the reinforced, partially grouted

resistance side verification file was used in this program. Input for the nine possible applied loads and the

30

two variable load modification factors, f1 and f2, were added to accommodate the requirements for load

verification. Although the Mathcad verification file is used to verify if the NCMA Software determined

section is critical, it does not have the capability of determining it’s location. Instead, the location of the

wall that the NCMA Software “thinks” is critical is input as λ, the critical flexural section (x/H), and ψ, the

critical shear section (x/H). Using the input applied loads, the design level moment, Mu, shear, Vu, and

axial load, Pu, are determined at the critical location for each of the load combinations listed in Table 3-2.

Using an identical set of load combinations, Mathcad also determines the design moment, shear and axial

load at (λ-.01) and (λ+.01), points immediately below and above the critical section. These values are used

to determine if the section is in fact critical. Mathcad also determines a fourth set of unfactored design

loads at the critical section using the unfactored load combinations tabulated in Table 3-1. The unfactored

loads are used to determine the shear capacity corresponding to each load combination.

The calculation of the sliding φ factor is dependent on the factored axial load for each load

combination and must be independently calculated for each load combination. However, the limits of

interpolation, 0.1Aef`m and Pb, only need to be determined once. Even though the shear wall is fully

grouted, Pb is determined considering the individual steel forces to be consistent with basic principles of

mechanics (see section 3.1.2.1 of this report for detailed discussion on this matter).

Pmax, another value independent of the applied loads, is also calculated at this point. It is

equilibrium axial load for a cross section with strain in the masonry of .0025, strain in the steel of 5 times

the yield strain, constant steel tension force of 1.25Asfy, a compression zone bounded by 0.8ch, and a

compression stress of 0.8f`m. The development of the Pmax algorithms is discussed in detail in section

3.1.2.3 of this report.

The ultimate moment capacity, Mucap, corresponding to the factored axial load is determined for

each load combination. The calculation requires complex iteration to determine the neutral axis location

from the factored axial load, Pu, and the neutral axis-dependent steel force vector. The algorithm for the

iteration step k is illustrated below:

31

c0 = cbal Trial neutral axis location

Fs=-0.0025Es[di/ck-1] Theoretical steel stress based on trial c

fs= [(Fs if –fy<Fs<fy), (fy if Fs>fy), (-fy otherwise)] Actual Steel Stress in each bar

Ti=[(fiAsm if S0<di<L-S0), (fiAse otherwise)] Force in each bar

cnew=(Pu/φ - ΣTi)/.852hf`m Equilibrium neutral axis location

ck+1=(cnew + ck)/2 Neutral axis location for new time step

This iteration was copied nine times sequentially to converge on the actual value of c. The nine

cycles provides convergence to within one hundredth of an inch. The moment capacity is determined by

summing moments about the center of the wall using the neutral axis location determined from iteration.

The percentage moment utilization, the factor used to verify the critical section, is then determined by

dividing the critical design moment by the moment capacity.

%Mutil = |Mu*100|/Mcap.

The sliding φ factor calculation, iteration for the neutral axis location, moment capacity

determination, and percentage moment utilization calculation are then repeated for each of the 22 load

combinations and again for the 44 sets of load combinations corresponding to the design loads immediately

above and below the critical section.

The shear capacity is determined for each load combination using the unfactored design loads, φ =

0.8, and the factored shear force, Vu (see 3.1.2.4 of this report for detailed discussion of unfactored loads in

shear capacities). The shear resistance due to masonry, Vm, is calculated and if Vu/φ >Vm the difference, Vs

= (Vu/φ – Vm) is resisted by shear steel. The shear capacity is φ times lesser of either Vm + Vs or Vnmax, the

maximum shear capacity. If shear steel is required to develop the capacity to resist the design shear, the

area of shear steel corresponding to a spacing of 24 inches is determined for comparison with the NCMA

Software. The percentage shear utilization is determined from a similar equation:

%Vutil = |Vu*100|/Vcap

The calculation of shear capacity, the area of steel and the percentage moment utilization is then repeated

for all 22 load combinations.

32

3.3.3.1 Verification Procedure

The largest percentage utilization for flexure and shear and the corresponding load combinations

are determined from the array of percentage utilizations. Mathcad then creates two tables for verification

purposes. The first table consists of the values needed for the verification of the flexural and axial design

loads and capacities of the wall. The following values are tabulated for each load combination: Pu, Mu, Pmax,

Mcap, %Mutil (λ-.01), %Mutil, %Mutil(λ+.01), and Critical section check. The critical section check consists of an

algorithm that verifies %Mutil (λ-.01) < %Mutil > %Mutil(λ+.01) for each load combination. If the NCMA

Software has determined the location of the critical section correctly, “yes” appears under the column

heading, if not, “no” will appear. The second table consists of the value needed for the verification of the

shear design loads and capacities. The following values are tabulated for each load combination: Pu, Vu,

Vcap, %Vutil, Vs, and Av(24”). Two examples of the output tables are displayed in Figures 3.7 and 3.8.

The values in the two Mathcad files represent the critical design loads, capacities and load

combinations for the input parameters displayed at the top of the two tables. The values from the two

tables were then input into an excel spreadsheet for comparison verses the values obtained from the NCMA

Software. The critical design axial load, moment and shear were compared for each load combination.

For the critical load case for flexure, the controlling load case, moment capacity, Pmax, φ, and the

percentage moment utilization were compared against the NCMA Software output. The critical load case

check was also included to communicate that the critical location was determined correctly. For the critical

load case for shear, the controlling load combination, the shear capacity, Vs, Av/s, and the percent

utilization were compared.

To ensure the NCMA Software generated interaction diagrams are plotting the design loads for

each combination correctly, the interaction diagram for each verification example was printed and

compared with the design values in the Mathcad tables.

The verification tables demonstrate that the load side design module for in-plane strength design

in the NCMA Software is calculating the design loads, critical section and capacities correctly. The load

modification factor is default at 0.5 for live load and 0.7 for snow load. When the verification in this

section was initiated the load modification factors in the Mathcad file were 0.5 and 0.2, respectively. The

33

difference in the snow load factor caused slight error in the design axial loads and moments determined

from load combination 6, 1.2D+E+f1L+f2S, the only load combination with f2 included.

The verification is in Appendix A-3.

34

Figure 3-7: Flexural and Axial Load Critical Section Design Forces

Fully Grouted Shear Wall Design Summary (Strength):Axial Lateral Moment

f m 1.5 103.= psi f y 6 104.= psi Loadkips( ) kip( ) kip in( )

Dead P D 120.628= xxxx M d 0=E m 1.35 106.= psi E s 2.9 107.= psi

Live P L 60= xxxx M l 0=

t 10= in A se 0.6= in2 Live Roof P Lr 14= xxxx M lr 0=

Snow P S 16= xxxx M s 0=L 360= in n g 8= cells

Rain P R 18= xxxx M r 0=

H 12= ft A sm 0.11= in2 Soil xxxx V H 20= M h 0=

Fluid xxxx V F 50= M f 0=s 72= in

Wind xxxx V W 90= M w 30000=

Earthquake xxxx V E 260= M e 37000=

LC %util.control ".9D + E + 1.6H"= P max 446.019= kipsLoad Combinations & % Utilization of Moment Capacity:

Load P u M u M capacity %Utiliztion %Utilization %Utilization Critical sectioncheckCombination

kips( ) in kip.( ) in kip.( ) λ .01 0.01= λ 0= λ 0.01 0.01=

1. 1.4D: P 1 169= M 1 0= M cap1 100406= %Util M1i 0.000= %Util M1 0.000= %Util M1j 0.000= c 1 "yes"=

2. 1.4(D+F): P 2 169= M 2 10080= M cap2 100406= %Util M2i 10.039= %Util M2 10.039= %Util M2j 9.942= c 2 "yes"=

3a. 1.2D+1.6L+.5Lr: P 3a 248= M 3a 0= M cap3a 108447= %Util M3ai 0.000= %Util M3a 0.000= %Util M3aj 0.000= c 3a "yes"=

3b. 1.2D+1.6L+.5S: P 3b 249= M 3b 0= M cap3b 108547= %Util M3bi 0.000= %Util M3b 0.000= %Util M3bj 0.000= c 3b "yes"=

3c. 1.2D+1.6L+.5R: P 3c 250= M 3c 0= M cap3c 108646= %Util M3ci 0.000= %Util M3c 0.000= %Util M3cj 0.000= c 3c "yes"=

3d. 1.2(D+F)+1.6(L+H)+.5Lr:P 3d 248= M 3d 13248= M cap3d 108447= %Util M3di 12.216= %Util M3d 12.216= %Util M3dj 12.097= c 3d "yes"=

3e. 1.2(D+F)+1.6(L+H)+.5S: P 3e 249= M 3e 13248= M cap3e 108547= %Util M3ei 12.205= %Util M3e 12.205= %Util M3ej 12.086= c 3e "yes"=

3f. 1.2(D+F)+1.6(L+H)+.5R: P 3f 250= M 3f 13248= M cap3f 108646= %Util M3fi 12.194= %Util M3f 12.194= %Util M3fj 12.074= c 3f "yes"=

4a. 1.2D+1.6Lr+f1L: P 4a 197= M 4a 0= M cap4a 103325= %Util M4ai 0.000= %Util M4a 0.000= %Util M4aj 0.000= c 4a "yes"=

4b. 1.2D+1.6Lr+.8W: P 4b 167= M 4b 34368= M cap4b 100226= %Util M4bi 34.290= %Util M4b 34.290= %Util M4bj 34.196= c 4b "yes"=

4c. 1.2D+1.6S+f1L: P 4c 200= M 4c 0= M cap4c 103653= %Util M4ci 0.000= %Util M4c 0.000= %Util M4cj 0.000= c 4c "yes"=

4d. 1.2D+1.6S+.8W: P 4d 170= M 4d 34368= M cap4d 100559= %Util M4di 34.177= %Util M4d 34.177= %Util M4dj 34.083= c 4d "yes"=

4e. 1.2D+1.6R+f1L: P 4e 204= M 4e 0= M cap4e 103981= %Util M4ei 0.000= %Util M4e 0.000= %Util M4ej 0.000= c 4e "yes"=

4f. 1.2D+1.6R+.8W: P 4f 174= M 4f 34368= M cap4f 100891= %Util M4fi 34.065= %Util M4f 34.065= %Util M4fj 33.970= c 4f "yes"=

5a. 1.2D+1.6W+f1L+.5Lr: P 5a 182= M 5a 68736= M cap5a 101739= %Util M5ai 67.561= %Util M5a 67.561= %Util M5aj 67.374= c 5a "yes"=

5b. 1.2D+1.6W+f1L+.5S: P 5b 183= M 5b 68736= M cap5b 101843= %Util M5bi 67.492= %Util M5b 67.492= %Util M5bj 67.306= c 5b "yes"=

5c. 1.2D+1.6W+f1L+.5R: P 5c 184= M 5c 68736= M cap5c 101946= %Util M5ci 67.424= %Util M5c 67.424= %Util M5cj 67.237= c 5c "yes"=

6. 1.2D+E+f1L+f2S: P 6 186= M 6 74440= M cap6 102173= %Util M6i 72.857= %Util M6 72.857= %Util M6j 72.508= c 6 "yes"=

7a. .9D+E: P 7a 109= M 7a 74440= M cap7a 94077= %Util M7ai 79.127= %Util M7a 79.127= %Util M7aj 78.745= c 7a "yes"=

7b. .9D+1.6W: P 7b 109= M 7b 68736= M cap7b 94077= %Util M7bi 73.064= %Util M7b 73.064= %Util M7bj 72.859= c 7b "yes"=

7c. .9D+E+1.6H: P 7c 109= M 7c 79048= M cap7c 94077= %Util M7ci 84.025= %Util M7c 84.025= %Util M7cj 83.596= c 7c "yes"=

7d. .9D+1.6(W+H) P 7d 109= M 7d 73344= M cap7d 94077= %Util M7di 77.962= %Util M7d 77.962= %Util M7dj 77.709= c 7d "yes"=

φ 7a 0.80805=

35

Figure 3-8: Shear Critical Section Design Forces

Fully Grouted Shear Wall Design Summary (Strength):Axial Lateral Moment

f m 1.5 103.= psi f y 6 104.= psi Loadkips( ) kip( ) kip in( )

Dead P D 120.628= xxxx M d 0=E m 1.35 106.= psi E s 2.9 107.= psi

Live P L 60= xxxx M l 0=

t 10= in A se 0.6= in2 Live Roof P Lr 14= xxxx M lr 0=

Snow P S 16= xxxx M s 0=L 360= in n g 8= cells

Rain P R 18= xxxx M r 0=

H 12= ft A sm 0.11= in2 Soil xxxx V H 20= M h 0=

Fluid xxxx V F 50= M f 0=s 72= in

Wind xxxx V W 90= M w 30000=

Earthquake xxxx V E 260= M e 37000=

LC %util.controlV ".9D + E + 1.6H"=Load Combinations & % Utilization of Shear Capacity:

Load P u V u V capacity %Utilization V sA v

sCombinationkips( ) in kip.( ) in kip.( ) λ 0=

1. 1.4D: P 1 169= V 1 0= V cap1 378= %Util V1 0.00= V s1 0= A v1 0=

2. 1.4(D+F): P 2 169= V 2 70= V cap2 378= %Util V2 18.50= V s2 0= A v2 0=

3a. 1.2D+1.6L+.5Lr: P 3a 248= V 3a 0= V cap3a 378= %Util V3a 0.00= V s3a 0= A v3a 0=

3b. 1.2D+1.6L+.5S: P 3b 249= V 3b 0= V cap3b 378= %Util V3b 0.00= V s3b 0= A v3b 0=

3c. 1.2D+1.6L+.5R: P 3c 250= V 3c 0= V cap3c 378= %Util V3c 0.00= V s3c 0= A v3c 0=

3d. 1.2(D+F)+1.6(L+H)+.5Lr: P 3d 248= V 3d 92= V cap3d 393= %Util V3d 23.40= V s3d 0= A v3d 0=

3e. 1.2(D+F)+1.6(L+H)+.5S: P 3e 249= V 3e 92= V cap3e 394= %Util V3e 23.37= V s3e 0= A v3e 0=

3f. 1.2(D+F)+1.6(L+H)+.5R: P 3f 250= V 3f 92= V cap3f 394= %Util V3f 23.35= V s3f 0= A v3f 0=

4a. 1.2D+1.6Lr+f1L: P 4a 197= V 4a 0= V cap4a 378= %Util V4a 0.00= V s4a 0= A v4a 0=

4b. 1.2D+1.6Lr+.8W: P 4b 167= V 4b 72= V cap4b 268= %Util V4b 26.82= V s4b 0= A v4b 0=

4c. 1.2D+1.6S+f1L: P 4c 200= V 4c 0= V cap4c 378= %Util V4c 0.00= V s4c 0= A v4c 0=

4d. 1.2D+1.6S+.8W: P 4d 170= V 4d 72= V cap4d 269= %Util V4d 26.78= V s4d 0= A v4d 0=

4e. 1.2D+1.6R+f1L: P 4e 204= V 4e 0= V cap4e 378= %Util V4e 0.00= V s4e 0= A v4e 0=

4f. 1.2D+1.6R+.8W: P 4f 174= V 4f 72= V cap4f 269= %Util V4f 26.74= V s4f 0= A v4f 0=

5a. 1.2D+1.6W+f1L+.5Lr: P 5a 182= V 5a 144= V cap5a 280= %Util V5a 51.34= V s5a 0= A v5a 0=

5b. 1.2D+1.6W+f1L+.5S: P 5b 183= V 5b 144= V cap5b 281= %Util V5b 51.27= V s5b 0= A v5b 0=

5c. 1.2D+1.6W+f1L+.5R: P 5c 184= V 5c 144= V cap5c 281= %Util V5c 51.19= V s5c 0= A v5c 0=

6. 1.2D+E+f1L+f2S: P 6 186= V 6 260= V cap6 319= %Util V6 81.42= V s6 0= A v6 0=

7a. .9D+E: P 7a 109= V 7a 260= V cap7a 294= %Util V7a 88.29= V s7a 0= A v7a 0=

7b. .9D+1.6W: P 7b 109= V 7b 144= V cap7b 256= %Util V7b 56.24= V s7b 0= A v7b 0=

7c. .9D+E+1.6H: P 7c 109= V 7c 292= V cap7c 302= %Util V7c 96.74= V s7c 0= A v7c 0=

7d. .9D+1.6(W+H) P 7d 109= V 7d 176= V cap7d 256= %Util V7d 68.74= V s7d 0= A v7d 0=

36

4.0 IN-PLANE (SHEAR WALL) ALLOWABLE STRESS DESIGN

4.1 Reinforced Masonry

4.1.1 Description A full description Allowable Stress Design of fully and partially grouted in-plane walls can be

found in Verification of the National Concrete Masonry Association Masonry Design Software (Phase II)

An Interim Report2 by Oliver Himbert.

4.1.2 Code Interpretation Specific problems or concerns regarding the code interpretation for Allowable Stress Design of

shear walls can be found in Verification of the National Concrete Masonry Association Masonry Design

Software (Phase II) An Interim Report2.

4.1.3 Mathcad Verification file Commentary regarding the Mathcad verification file (In-plane ASD PG.mcd) can be found in

Verification of the National Concrete Masonry Association Masonry Design Software (Phase II) An Interim

Report2 and in Appendix C.a of this report. Johnny McElreath completed further verification on reinforced

masonry using allowable stress design. This Verification work included the 1999 MSJC code (1999 MSJC

MSJC In-Plane.mcd) and the 2000 IBC code (2000 IBC In-Plane.mcd) and can be found in Appendix C.b

of this report.

4.1.3.1 Verification Procedure

Brian Lechner’s Verification Procedure:

Although the Mathcad verification file was completed by Mr. Himbert, the verification was never

completed. Verification of the flexural and axial load capacity of reinforced shear walls was completed by

comparing the axial load and moment capacity for different values of kd, the neutral axis depth. This

process was facilitated by making use of the temporary debugging table in the NCMA Software design

calculation output, which displays the moment and axial load capacities for every 50th value of kd in the

interaction diagram. Critical values of the neutral axis depth, kd, and the respective capacities were easily

37

chosen from the table and input into the MS Excel verification spreadsheet. The values of the neutral axis

depth chosen were then input directly into the Mathcad ASD in-plane verification file and the resulting

capacities were input into the verification spreadsheet for comparison.

This process was repeated for many different section configurations to ensure all potential for

error in the deisgn algorithms has been exercised. The wall thickness, shear wall length, masonry

compressive stress, steel yield stress, middle zone steel area and spacing, end zone steel area, and the

number of grouted cells in the end zone were systematically varied to verify that all of the algorithms for

the resistance side of the shear wall module is accurate. Fully grouted cases were also run by setting the

grout spacing to 8-in and allowing the steel spacing to vary, as with the partially grouted cases.

Verification was completed by observing the percent error between the NCMA Software and the Mathcad

verification file for axial load and moment capacity. All percent errors greater than 0.1% were investigated

and amended before verification was deemed complete.

In order to properly verify the shear capacity algorithms, the M/Vd ratio had to be manually

adjusted by changing the input moment and shear force magnitudes. Additionally, the shear force was

intentionally increased to levels where steel would be required to resist the shear steel. When M/Vd is

greater than one, Fmax = 80-45M/Vd when steel is not needed and Fmax = 120 – 45 M/Vd when steel is

required. When M/Vd is less than 1, Fmax is 35 psi when steel is not needed and 75 psi when steel is

needed. The M/Vd ratio and the applied shear force were adjusted to ensure every situation was exercised.

Verification was completed by comparing the Allowable shear stress for different values of M/Vd and V.

The area of steel required if the shear stress was higher that the allowable masonry shear stress was also

compared. The actual shear stress in the shear wall was determined by using the code equation, even for

partially grouted walls (the code equation is in violation of mechanics for walls other than fully grouted).

When solving for shear stress in partially grouted walls using principles of mechanics the results are

significantly higher than what the code equation equations determine.

The verification is found in Appendix A-4.a.

38

Johnny McElreath’s Verification Procedure:

Verification of the reinforced ASD in-plane design for the 1999 MSJC code and the 2000 IBC

code was completed in a similar manner as the reinforced strength design verifications. The verification of

the axial load, moment and shear capacities were completed, for each allowable stress design code, by

performing various problems in the NCMA software and comparing them to problems with the same

parameters executed in the MathCAD algorithms. Comparisons were completed for all CMU thicknesses

(i.e. 6-inch, 8-inch, 10-inch and 12-inch) available in the NCMA software. Each problem that was

executed varied by changing one or many of the following parameters: loading patterns, reinforcement

sizes, end zone grout spacing, middle zone reinforcing spacing, wall length and wall height. Once the

problems were performed in both NCMA and MathCAD, values for the axial load, moment, shear, shear

stress, moment capacity, allowable shear stress, required shear steel per foot, and the value of maximum

allowable axial load were compared at the controlling load combination. MS Excel was used to store these

data values and compute the percentage error for each value. All percent errors greater than 0.1% were

investigated and amended before verification was deemed complete. Verification Results are in Appendix

A-4.b.

39

4.2 Unreinforced Masonry

4.2.1 Description The unreinforced in-plane design module for Allowable Stress Design is significantly different

from the unreinforced Strength Design counterpart. The configuration is the same; fully grouted end zones

with an ungrouted or partially grouted middle zone. The difference lies in the allowable tension stress and

the stacked bond walls design requirements.

4.2.2 Code Interpretation 4.2.2.1 Allowable Tensile Stress The MSJC code does not allow tension stress at any location in

unreinforced shear walls. This implies that the eccentricity of the applied loads, M/P, must be equal to or

less than the kern eccentricity. The kern eccentricity is defined as the largest distance from the neutral axis

an axial load may be applied without causing tension stress in the extreme tensile fiber. It can be determine

by dividing the section modulus, S, by the cross sectional area of the wall. For solid, rectangular walls this

value is t/6.

4.2.2.2 Maximum Axial Load The maximum axial load permitted on an unreinforced shear wall

is determined from a modified version of the Euler bucking equation. The value of axial load determined is

reduced by a value depended on the eccentricity of the axial load. This eccentricity is in reference to the

out-of-plane eccentricity.

4.2.2.3 Stacked Bond Construction The MSJC does not distinguish between running bond and

stacked bond construction for the determination of the flexural and axial load capacities. However, there

are different equations for the allowable shear stresses of stacked bond construction. Again, open end units

may not be used for design in the NCMA Software.

4.2.2.4 Shear Stress Determination The MSJC provides guidance for determining the design

vertical shear stress caused by flexure, VQ/Ib, but does not provide an equation for the horizontal shear

stress, V/Ae. Both shear stress determination methods have been included for consistency even though the

code does not specifically require the determination of horizontal shear stress.

40

4.2.3 Mathcad Verification file Brian Lechner’s MathCAD Verification:

The Mathcad verification file, [In-plane ASD PG URM].mcd, is included in Appendix C.a of this

report. It has the capability of determining the axial load and moment capacities based on the input axial

load and it can determine if the input shear force is within the allowable shear stress for the section

properties and conditions. The section property input is identical to that for the Strength Design

verification file except the input loads are unfactored. Mathcad determines the location of the grouted cells

using algorithms copied from the other in-plane programs and then determines the section modulus, area

and radius of gyration for the cross section. Two moment capacities are determined and the lesser of the

two capacities is designated the moment capacity of the wall. The tension controlled capacity is simply

determined by multiplying the axial load by the kern eccentricity, P(S/A). The compression controls

capacity is determined by manipulating the equation for normal stress and solving for the moment

associated with f`m/3, the allowable compression stress. The design moment is then checked against the

unity equation, which will only control under large axial loads.

Finally, the maximum permitted axial load is determined from the Euler equation and the input

out-of-plane eccentricity. The horizontal shear stress, V/A, and the vertical shear stress, VQ/Ib, are

checked against the allowable shear stresses determined from the empirical code equations.

Johnny McElreath’s MathCAD Verification

The MathCAD verification files for fully grouted unreinforced shear walls, which include the

design codes for 1999 MSJC ASD (1999 MSJC ASD In-Plane URM.mcd) and 2000 IBC ASD (2000 IBC

ASD In-Plane URM.mcd) can be found in Appendix C.b. These verification files were developed in

MathCAD 2001 using Brian Lechner’s files. These files have the capability of computing the factored

design loads based on the user defined service loads. The nominal axial, moment and shear capacities were

determined in the same manner as described above in Mr. Lechner’s verification work for unreinforced

strength design, but these capacities were determined for each load combination. The controlling capacity

was chosen based on the highest percent utilization from all load combinations as describe in section 3.3.3

of this report. The controlling capacities were displayed for verification purposes.

41

4.2.3.1 Verification Procedure

Brian Lechner’s Verification Procedure:

Verification of the unreinforced shear wall design module was conducted in a different manner

than for reinforced masonry module. Instead of varying the neutral axis depth and determining the

associated axial load and moment capacity, the applied axial load was varied and the and the associated

moment capacity was determined. The axial load was varied in a way that ensured an equal fraction of

tension controlled walls and compression controlled walls were verified. The maximum axial load was

also compared to the NCMA Software generated values although the NCMA Software does not have an

input for the out of plane eccentricity. The maximum axial load provision could not be properly verified

without knowing what eccentricity the NCMA Software was using.

The properties of the shear walls were varied in order to exercise all of the algorithms in the

design module. Ungrouted, partially grouted and fully grouted walls were checked.

Verification is found in Appendix A-5.

Johnny McElreath’s Verification Procedure:

Verification of the unreinforced ASD in-plane design for the 1999 MSJC code and the 2000 IBC

code was completed in a similar manner as the reinforced strength design verifications. The verification of

the axial load, moment and shear capacities were completed, for each allowable stress design code, by

performing various problems in the NCMA software and comparing them to problems with the same

parameters executed in the MathCAD algorithms. Comparisons were completed for all CMU thicknesses

(i.e. 6-inch, 8-inch, 10-inch and 12-inch) available in the NCMA software. Each problem that was

executed varied by changing one or many of the following parameters: loading patterns, end zone grout

spacing, middle zone grout spacing, wall length and wall height. Once the problems were performed in

both NCMA and MathCAD, values for the axial load, moment, shear, shear stress, moment capacity,

allowable shear stress, and the value of maximum allowable axial load were compared at the controlling

load combination. MS Excel was used to store these data values and compute the percentage error for each

42

value. All percent errors greater than 0.1% were investigated and amended before verification was deemed

complete. Verification Results are in Appendix A-5.

4.3 Critical Section Design Forces

4.3.1 Description A full description of Allowable Stress Design load side module for fully grouted in-plane walls

according to the MSJC 1999 with IBC 2000 provisions can be found in Verification of the National

Concrete Masonry Association Masonry Design Software (Phase II) An Interim Report2 by Oliver Himbert

4.3.2 Code Interpretation Specific problems or concerns regarding the code interpretation for Allowable Stress Design of

shear walls can be found in Verification of the National Concrete Masonry Association Masonry Design

Software (Phase II) An Interim Report2

4.3.3 Mathcad Verification file Commentary regarding the Mathcad verification file can be found in Verification of the National

Concrete Masonry Association Masonry Design Software (Phase II) An Interim Report2.

43

5.0 OUT-OF-PLANE STRENGTH DESIGN

5.1 Reinforced masonry

5.1.1 Description The out of plane design module for the NCMA Software is remarkably different than the out-of-

plane ASD modules. Aside from the obvious differences in design philosophy between Ultimate Strength

Design and Allowable Stress design, the Strength Design module requires the iterative analysis of p-delta

effects for slenderness consideration and the area of steel severely limits the axial load permitted on the

wall. These provisions and limitations are discussed in detail in 5.1.2, Code Interpretation. The design

philosophy and the previously mentioned differences provide for extremely ductile out-of-plane wall

designs using the IBC 2000 code.

The design input for fully grouted and partially grouted out-of-plane walls is identical to the input

used in Phase I. The only difference lies in the input of the critical section design forces, which must be

factored ultimate loads. Also unique to the Strength Design input is the requirement for unfactored critical

design load input. The shear capacity determination uses unfactored loads to increase conservatism. The

unfactored loads are discussed in more detail in section 5.1.2: Code Interpretation.

The resistance side of the out-of-plane design module does not have the capability to determine

the design moment from p-delta analysis. It is assumed that the designer will enter critical design loads

based on p-delta analysis completed independently. However, the NCMA Software does have the ability to

run p-delta analysis from the load side design module. The designer can enter unfactored applied loads in

the “Load Data” input tab and the NCMA software will automatically run p-delta analysis on every load

combination and determine the critical loads to be used for the resistance side design. For more on this

capability see Section 5.3: Critical Section Design Forces.

The user can choose between three different support conditions, simple, cantilever and propped

cantilever. When designing from the resistance side algorithms, this will not in any way change the

capacity of the wall. The resistance side design module is completely independent of the support

conditions. The capacities are based on the applied forces and the section properties of the wall. When

44

operating from the load side, the support conditions will have a significant impact on the critical design

section loads.

The configuration of the wall also remains unchanged from Phase I. The designer may choose to

design unreinforced or reinforced walls and he or she has the option to fully or partially grout either. If the

wall is partially grouted, the input spacing is used as the center-to-center grout spacing and as the steel

spacing if reinforcement is used. When a fully grouted wall is chosen, the spacing only refers to the

spacing between the bars of steel. The user may input the bar size used for design, but the NCMA software

will also determine the minimum required area of steel for the critical design loads input. However, the

section capacities plotted on the interaction diagram and displayed in the Design Calculations will refer to

the input area of steel.

The NCMA software also has the capability to design walls with eccentric steel, where the value

of d is less than or greater than half the wall thickness. The software will plot the interaction diagrams for

both the strong and weak axis and independently determine the value of Pmax for both directions (Pmax is

dependent on d). However the capacities determined for the Design Calculation output are dependent only

on the input value of d, which is not necessarily the controlling direction.

The interaction diagrams developed in the Strength design module look different than the

diagrams created from other design codes because the strict code provisions guarantee an underreinforced

design. Additionally, the interaction is only plotted for all points under the maximum permitted axial load,

Pmax, which will be much lower than Pbalanced, the axial load associated to balanced design. An example of

an out-of-plane wall with off-center steel designed using Strength Design methods is illustrated below in

Figure 5-1.

45

Figure 5-1: Interaction Diagram for Out-of-Plane Wall (SDM)

In Strength Design, section capacities are determined by setting the strain in the extreme

compressive fiber of masonry to -0.0025 and, based on the neutral axis depth, the steel tension force and

the compression force in the grouted masonry core and in the face shell are determined. Depending in the

depth of the neutral axis, the geometry of masonry in compression will change. For most designs the depth

of the neutral axis will be less than the face shell thickness so the area in compression will be rectangular.

The grouted cores will not contribute to the capacity of the wall. When the depth of the neutral axis is

greater than the face shell thickness, the area in compression becomes a T-section and spacing of the

grouted core will figure into the capacity of the wall. When determining the compression force in the

grouted core for T-sections, NCMA uses the actual grouted cell length, bw, as specified for ASTM C90

block. As a result of the Pmax provision for Strength Design, the majority of designs will have neutral axis

depths that are less than the face shell thickness. A simplified free body diagram of shear wall using

Strength Design is illustrated in Figure 5-2.

46

The shear capacity of the section is determined from the wall cross section and the critical section

design forces. Shear steel cannot be used in out-of-plane wall so the full design shear must be resisted by

the shear capacity of the masonry, Vm.

Figure 5-2: Out-of-Plane Section Mechanics

εmu = .0025

c

dεs

AsfyPu

a=0.85c

0.85f`m (IBC 2000) 0.80f’m (MSJC 2002)

0.85f`mab (IBC 2000) 0.80f`mab (MSJC 2002)

47

5.1.2 Code Interpretation Strength Design Out-of-plane walls were plagued by the same code interpretation problems that

afflicted shear wall design. Many of the provisions are common to both out-of-plane and in-plane design

and discussed in entirety in Section 3.1.2.

5.1.2.1 Maximum Reinforcement Ratio (2108.9.2.13.1 IBC 2000 and 3.2.3.5 MSJC 2002) This

provision sets severe guidelines on the maximum steel percentage permitted out-of-plane walls. The code

requires the neutral axis location, c`, is determined based on a critical steel tensile strain of 1.3 times the

yield strain, and that the tensile stress in the steel is fixed at 1.25 times the yield stress of steel, regardless of

the strain in the steel. The compression zone is based on a Whitney stress block equal to

0.8*cmax*0.8*f`m*b. The provision is illustrated graphically below in Figure 5.3.

Figure 5.3: Maximum Permitted Axial Load

εmu = .0025

Cmax

d1.3εy

1.25AsfyPu

a=0.80c

0.80f`m

0.64f`mcb

Pu=Pmax=0.64f`mcmaxb - 1.25Asfy

A more convenient application of this provision is to sum the steel force and compression force

associated with the neutral axis depth, cmax. This sum, Pmax, is the maximum ultimate axial load that may

48

be placed on the wall in order to satisfy the maximum reinforcement ratio provision. This is the value is

very sensitive to the area of steel placed in the wall and, for heavily reinforced walls, may actually be

negative (net tension). This provision ensures the design of underreinforced walls. The only way to

effectively increase the value of Pmax to accommodate applied loads is to increase the wall thickness,

increase f`m, or decrease the steel area. The requirement usually places the neutral axis depth in the face

shell. This provision was verified by comparing Pmax between the NCMA Software and the Mathcad

software.

Pmax is calculated in the same manner for the MSJC 2002 code, which is listed under the provision

3.2.3.5, Maximum Reinforcement Percentages, but the compression steel is neglected in this computation.

It should also be noted that the maximum axial load in MSJC 2002 strength design is based upon

unfactored gravity axial loads, which is not the case in IBC 2000 strength design. In the IBC code, Pmax is

based upon factored gravity axial loads. Finally, the sections 3.2.3.5.1 and 3.2.3.5.2 of the MSJC 2002

commentary state, “The unfactored gravity axial loads referred to in this provision are intended to be the

gravity components of the allowable stress design loading combinations that include earthquake from the

legally adopted building code.” This implies that the maximum axial load computed using the 3.2.3.5

provision under the MSJC 2002 strength design code only applies to load combination that include

earthquake and does not apply to load combinations that do not included earthquake. For this reason, the

NCMA Design Software (Version 3.1.1.2) will allow you into the design calculations page when the

unfactored axial loads exceed Pmax for all load combinations except the ones that include earthquake.

5.1.2.2 Design Strength

5.1.2.2.a (2108.9.4.4 IBC 2000) The design nominal moment strength, Mn, specified by the IBC 2000 code

provisions is in violation with the basic principles of mechanics and only applies to fully grouted walls

(walls with a rectangular compression zone) and walls with concentric steel. The code specified equations

are as follows:

Mn = Asefy(d-a/2) Eq: 21-36

Ase = As + Pu/fy Eq: 21-37

a = (Pu + Asfy)/0.85f`mb Eq: 21-38

49

Where Mn is the nominal flexural strength of the section, Ase is the effective area of steel, a is the depth of

the Whitney stress block, Pu is the factored ultimate axial load and b is the effective width of the section,

usually the steel spacing. The effective area of steel is a magnified value of steel area attributed to the

benefit of axial load. It effectively includes the axial load into the moment calculation. This can be

verified by substituting Ase into Equation 21-36. This yields Mn = Asfy(d-a/2) + Pu(d-a/2), which is the

flexural capacity of the cross section if moments are summed about the steel location, d.

The troubling aspect of this provision is that it violates mechanics. The nominal flexural strength,

Mn, is determined using a design level axial load, φPn. This does not yield the same results as determining

Mn using Pn and then multiplying by φ. When the nominal moment capacity is selected from an interaction

diagram using Pn, the capacity is much different than if the nominal moment capacity is selected using Pu,

which is 80 percent of Pn. Dependent on the slope of the interaction diagram, the difference can be

significant. See Figure 5-4 below.

Figure 5.4: IBC vs. Mechanics

P n

P u

M nM `n

N om in a l C ap ac ity

M `u M u

IB C 2 0 0 0 C ap ac ity

It is obvious that the intent of the provision was to determine a more conservative moment capacity, one

based on a smaller axial load. When Mn based on mechanics is plotted with Mn based on the IBC it is

evident that the results are not always conservative. The graph below (Figure 5-4) illustrates that the IBC

provisions for determining flexural capacity are non-conservative for axial loads slightly larger than Pbalanced

and for sections with net axial tension.

50

F ig u r e 5 -4 : M ech a n ics V s IB C 2 0 0 0

-50000.00

0.00

50000.00

100000.00

150000.00

200000.00

-50000 0 50000 100000 150000 200000 250000

M n o r M u (lb s -in)

Pn o

r Pu

(lbs)

P n - M ec hanic s

P n - IB C 2000

This does not seem to be a concern because the maximum reinforcement provision (see 5.1.2.1)

limits the axial load to levels below the balance point and walls should not be designed for net tension.

However, the problem encountered was whether to program equations that are in violation with mechanics

and only apply to fully grout walls with concentric steel, or to program correct equations but be in violation

of the IBC.

Ultimately, the code equations were altered to include eccentric steel and partially grouted walls

and the flexural capacity is based on the design level axial load, Pn, per IBC provisions. This applies to the

NCMA software and the Mathcad verification file.

5.1.2.2.b (3.2.5.4 MSJC 2000) The design nominal moment strength, Mn, specified by the MSJC 2002

code provisions is in violation with the basic principles of mechanics, as were the IBC equations, and only

applies to fully grouted walls (walls with a rectangular compression zone) and walls with concentric steel.

The code specified equations are as follows:

Mn = (Asfy + Pu)(d-a/2) Eq: 3-27

a = (Pu + Asfy)/0.80f`mb Eq: 3-28

Where Mn is the nominal flexural strength of the section, As is the effective area of steel, a is the depth of

the Whitney stress block, Pu is the factored ultimate axial load and b is the effective width of the section,

usually the steel spacing. The effective area of steel is a magnified value of steel area attributed to the

51

benefit of axial load. It effectively includes the axial load into the moment calculation. These equations

violate the principals of mechanics in the same manner as the IBC 2000 equations. Refer to section

5.1.2.2.a for an explanation of this violation.

5.1.2.3 Shear Design (2108.9.3.5 IBC 2000 and 3.2.4.1 MSJC 2002) These provisions, common for both

out-of-plane and in-plane walls, set forth requirements for the shear capacity in masonry walls. The

difference between in-plane and out-of-plane shear design is that out-of-plane walls must resist the design

shear forces with only the capacity of the masonry, Vm. Shear steel is not permitted in out-of-plane walls.

The maximum shear capacity, Vnmax, and the masonry capacity, Vm, are determined using unfactored load

combinations. A detailed commentary on this code provision, including the unfactored load combinations

is presented in Section 3.1.2.3: Shear Design.

5.1.2.4 Deflection Design (2108.9.4.6 IBC 2000 and 3.2.5.6 MSJC 2002) These provisions state that the

horizontal midheight deflection under service lateral and service axial (unfactored loads) shall be limited to

the following:

δ ≤ 0.007 h

Where δ, is the midheight deflection and h, is the effective height of the wall. The NCMA software does

not check this limitation, however the software does print what is called δmax, which is 0.007 multiplied the

effective height. A MathCAD file was developed to determine if this limitation was ever exceeded, and

after several problems were examined, it was concluded that this limitation never controls the deflection

design.

5.1.3 Mathcad Verification file Brian Lechner’s MathCAD Verification:

The Mathcad verification file developed for the resistance side of out-of-plane Strength Design,

Out-of-plane SD PG.mcd, is located in Appendix C.a. The program determines the flexural, axial and

shear capacity of an out-of-plane from the critical factored axial load, and the unfactored axial load,

moment and shear force. A copy of this program, Out-of-plane SD FG.mcd, has been slightly modified to

52

design fully grouted walls with variable steel spacing. When the steel is eccentric, both programs

simultaneously determine the axial and flexural capacities for the strong and weak axis.

The input for the out-of-plane strength design verification file includes the masonry properties, the

steel properties, the section properties including wall thickness, steel spacing, steel area and location,

height, and the applied loads; the factored axial load, and unfactored axial load, moment and shear force at

the critical section. The applied loads are input on a per linear foot basis. The section capacities are

computed for an effective section the width of the steel spacing. For consistency, the input loads are

increased by the ratio of the spacing to one foot, or δ. The final capacities are divided by this ratio to

express the capacities on a linear foot basis.

Depending on the section properties and factored axial load, the program first determines the

depth of the Whitney Stress block, a. If the value of a is greater than the face shell thickness, the

calculations for the moment capacity are determined using a T-section compression zone. The strong axis

nominal moment capacity is determined by summing moments about the center of the wall. The weak axis

is simply determined by summing moments about the center of the wall and using (h-d) in place of d. If d

is in the center of the wall both equations should yield the same value. The design level capacities are then

φMn, where φ is 0.80 for out-of-plane walls.

Pmax is determined twice, once for each axis. The weak axis value of d is much smaller so

consequently, the maximum axial load permitted will be much smaller as well. The procedure for

determining Pmax is detailed in Section 5.1.2.1.

Lastly, the shear capacity is determined using the unfactored loads. The design shear capacity is

taken as the lesser of Vnmax or Vm times φ=0.80. For detailed commentary on the shear determination see

Section 3.1.2.3.

Johnny McElreath’s MathCAD Verification

The MathCAD verification files developed for fully grouted reinforced out-of-plane design using

both a loads side and resistance side module, which include the design codes for 2000 IBC Strength (2000

IBC Strength Out of Plane.mcd) and 2002 MSJC Strength (2002 MSJC Strength Out of Plane.mcd), can be

found in Appendix C.b. These verification files were developed in MathCAD 2001 using Brian Lechner’s

53

files. The input for the out-of-plane strength design verification file includes the masonry properties, the

steel properties, the section properties including wall thickness, steel spacing, steel area and location,

height, critical section for moment (taken from NCMA), the deflection due to factored loads (taken from

NCMA) and the applied service loads.

The program first determines the moments, shears, and deflections for the wall (i.e. simple support

or cantilever), and the appropriate load factors are then applied to the axial loads, moments, shears and

deflections. From this point, the program determines the factored moment for the wall, for each load

combination, taking into account the effect of P-Delta (Note: Please refer to section 5.3.3 of this report to

see how the load side module was developed and how the P-Delta moment is computed). Once this

moment is computed the moment capacity is determined. The theoretically required steel area is also

computed at this point based on the moment with P-Delta. Finally, a summary of factored axial load,

moment, moment capacity is displayed for each load combination, and the controlling load case, point of

critical section, factored axial load, factored moment, moment capacity and displacement for the

controlling load case is displayed to ease in the verification process.

5.1.3.1 Verification Procedure

Brian Lechner’s Verification Procedure:

The out-of-plane Strength Design resistance side algorithms were verified by comparing the

design flexural capacity, Mu (in-lbs/ft), the depth of the Whitney Stress block, a, and the value of Pmax

(lbs/ft) at varying axial loads. The range of axial loads was carefully chosen to include the full range of

capacities. To accomplish this, the wall properties for the verification were input and the design was

calculated in Mathcad. The value of Pmax¸, which is independent of axial load, was noted. The range of

axial loads used for verification started at a value slightly smaller than Pmax and continued down past pure

bending to the axial load attributed to zero flexural capacity. The seven intermediate loads were evenly

distributed between. Therefore, the range of axial loads used in verification was different for each wall

thickness and for each verification problem. In order to test all the algorithms, all variables were isolated

for verification and all sources of error greater than 0.1% were investigated and amended. Several full

grout verification problems were run as well using the modified Mathcad file.

54

The shear capacity algorithms were tested in the same manner as they were for the in-plane

verification. The M/Vd ratio and the value of P were adjusted to induce the control of the different code

equations. The values of Vnmax, Vm, and Vu were compared to ensure the NCMA software was calculating

the correct values.

The verification is found in Appendix B-1.a.

Johnny McElreath’s Verification Procedure:

Verification of the reinforced out of plane strength design for the 2000 IBC and 2002 MSJC codes

was completed by performing various problems in the NCMA software and comparing them to problems

with the same parameters executed in the MathCAD algorithms. Comparisons were completed for all

CMU thicknesses (i.e. 6-inch, 8-inch, 10-inch and 12-inch) available in the NCMA software. Each

problem that was executed varied by changing one or many of the following parameters: loading patterns,

wall height, reinforcing size and spacing. Once the problems were performed in both NCMA and

MathCAD, values for the axial load, moment, moment capacity, deflection, theoretical area of steel and

critical section were compared at the controlling load combination. MS Excel was used to store these data

values and compute the percentage error for each value. All percent errors greater than 0.1% were

investigated. It should be noted that some values for moment capacity, deflection and critical section

exceed 0.1%. The excess error in the moment capacity and deflection can be attributed to the equation

used to compute the P-Delta deflection in MathCAD (Please refer to section 5.3.3). The critical section

error in excess of 0.1% was discovered to be a difference in the way NCMA and MathCAD rounded the

numbers. If the value for the critical section is examined closely, this error is negligible. Verification

Results are in Appendix B-1.b.

55

5.2 Unreinforced Masonry

5.2.1 Description Strength design of unreinforced masonry is very similar to Allowable Stress Design. Design is

controlled by a table containing allowable tension stress, termed the modulus of rupture, fr, that are

dependent on the mortar type and masonry wall. The unreinforced walls can be ungrouted, partially

grouted or fully grouted. The steel spacing input is used to specify the center to center grout spacing. The

wall may be constructed in running bond or stack bond but it cannot span horizontally between pilasters.

5.2.2 Code Interpretation 5.2.2.1 Stress in Masonry (2108.7.5 IBC 2000 and 3.1.7.2 MSJC 2002) Unreinforced out-of-plane walls

are permitted to carry tension stress. The “allowable” stress, termed the modulus of rupture, is dependent

on the bond type, grout type, mortar type and span direction. A table of these values is given in the IBC

Table 2108.7.5: Modulus of Rupture for Out-Of-Plane Bending and MSJC Table 3.1.7.2.1: Modulus of

Rupture. Instead of comparing the actual stress state of the masonry to these tables, the moment capacity

with no axial load assuming tension controls is determined by the following equation:

Mn = Mcr =Sfr

Where the nominal flexural capacity is the cracking moment, S is the section modulus, and fr is the

modulus of rupture pulled from Table 2108.7.5 for IBC strength design and Table 3.1.7.2.1 for MSJC

strength design.

The compression stress cannot exceed 0.85f`m for IBC strength design and 0.80f’m for MSJC

strength design.

5.2.2.2 Maximum Axial Load (2108.10.3 IBC 2000 and 3.3.3 MSJC 2002) The maximum axial load

provision that applied to reinforced shear walls obviously does not apply to unreinforced walls because of

the lack of steel. The maximum axial load provision for unreinforced out-of-plane walls is identical to the

provision for in-plane walls. See Section 3.2.2.2 for commentary.

56

5.2.2.3 Shear Capacity (2108.10.4.1 IBC 2000 and 3.3.4 MSJC 2002) Out-of-plane walls share the

same shear provisions as in-plane walls for unreinforced construction. The option to design with open-

ended units is not available for the out-of-plane module as well. Open-ended units cannot be used for

design.

.

5.2.3 Mathcad Verification file The Mathcad verification file for out-of-plane unreinforced resistance side verification, Out-of-

plane SD FG URM.mcd, is in Appendix C. The Mathcad verification file has the ability to determine the

axial, flexural and shear capacity for any type bond, grout or mortar. The flexural capacity of the wall is

based on the input axial load, Pu. The section properties, grout type and spacing, bond type, mortar type and

axial load are input and algorithms choose the correct modulus of rupture from an internal table of values

copied from IBC 2108.7.5. The section modulus and cross-sectional area are calculated from section tables

nested in the Mathcad file.

Two moment capacities are determined, one for tension controls and one for compression controls.

The lesser of the two capacities is the controlling capacity and is denoted the nominal flexural capacity of

the section. The two equations for nominal moment capacity were determined by manipulating the

fundamental equation for normal stress given the modulus of rupture, fr, and the compression stress,

0.85f`m.

Mnt = S(Pu/φAe + fr) Mnc = S(-Pu/φAe + 0.85f`m)

The design level capacity is determined by multiplying the controlling moment by φ (0.80).

Finally the maximum axial load and shear capacity is determined per the special requirements in Section

5.2.2.

5.2.3.1 Verification Procedure

Verification of the unreinforced out-of-plane design module was conducted by varying the applied

axial load and recording the associated moment capacity and neutral axis depth. Verification of the NCMA

unreinforced design module for Strength Design was completed by comparing the moment capacity

determined for the given axial load. The axial load was adjusted in a manner that ensured an equal fraction

57

of tension controlled walls and compression controlled walls were verified. The maximum axial load,

Pnmax, was also compared to the NCMA Software generated values.

The section properties, bond type, and mortar type were varied in order to exercise all of the

algorithms in the design module. Ungrouted, partially grouted and fully grouted walls were checked.

The six empirical equations for shear capacity were exercised by changing the grout type, and bond type.

The verification of unreinforced out-of-plane walls has not been completed as of December 14, 2001. It

will be located in Appendix B-2.

58

5.3 Critical Section Design Forces

5.3.1 Description The development of the load side algorithms for out-of-plane Strength Design has been one of the

most challenging aspects of the Special Project. The Phase II software includes the ability to conduct p-

delta analysis for the applied set of loads and determine the critical design moment, axial load, shear and

deflection for each of the 22 load combinations. This required that deflection equations be developed for

each of the load configurations for all three support conditions. This capability is the most remarkable

feature added to the Phase II load side design module.

The out-of-plane load side module for strength design has the capability of determining the critical

load combination for flexure and for shear given the applied loads, the support conditions, the height of the

wall and the IBC Strength Design load combinations. The manner in which the applied loads are “applied”

has been changed since Phase I to accommodate partial backfill of walls. Any distributed load can begin

and end at any position on the wall and can have linear varying magnitude. This is an improvement over

the Phase I configuration. In Phase I, if a wall was partially backfilled there was no way to apply the wind

load to only the exposed, above ground section of wall. The designer had to either apply the wind load to

the entire wall or concentrate the load to one point. The new load input configuration is presented in Figure

5-5.

Figure 5-5: Out-of-Plane Load Data Input

59

The NCMA software determines the design forces and critical section for each load combination

then chooses the most critical load case for design. The design axial load, Pu, moment, Mu, deflection ∆u

and shear, Vu, for the critical load case and section are then input into the resistance side module and

capacities are determined based on section properties. The critical load cases for flexure and shear are

output in the design calculations. The critical section for flexure and shear is denoted by the ratio x/H,

where x is measured from the bottom of the wall and H is the height of the wall.

5.3.2 Code Interpretation The majority of the interpretation for the out-of-plane design module was centered on the

requirement for p-delta analysis. The other two issues, load combinations and unfactored loads, are

common to both in-plane and out-of-plane and have been addressed in Section 3.3.2.

5.3.2.1 P-∆ Analysis (2108.9.4.4)

The provision states that for walls with factored axial load stress of 0.05f`m or less, the factored

design moment, Mu, shall be determined at mid height of the wall from Equation 21-33:

Mu = wuh2 + Pufe + Pu∆u 8 2

From observation one can see that the design moment is the superposition of the moments at mid height

from a uniformly distributed load, wu, the moment caused by the factored floor load at an eccentricity, e,

and the moment caused by the P-∆ eccentricity.

Figure 5-6: Required Factored Design Moment

wuh2 Pufe Pu∆ u8 2

+ +

Pue

wu∆u

=

60

The code equation is severely limited in its application. It assumes that the wall has simple

support end conditions, a uniformly distributed lateral load, and that the critical design section is located at

mid-height. The NCMA Software needs to model three different support conditions, varying load

conditions and consequently, and a critical section located somewhere other than mid-height. The IBC

equation surly will not satisfy these requirements. The code does offer some guidance, “[for] other support

and fixity conditions, moments and deflections shall be calculated using established principles of

mechanics” (IBC 2108.9.4.3).

One concern was the code approach to determining the mid-height deflection. The code provides

an equation for service load deflections but it does not specifically state that the equation can also be used

for factored load deflections. However, the range of applicability for the deflection equation is stated as

Mcr < Mser < Mn. This range will include Mu as it must be less than Mn to satisfy design requirements. If

Mu is substituted into Equation 21-40 and 21-41, the following equations for deflection at mid-height

result:

∆s = 5Muh2 for Mu<Mcr

48EmIg

∆s= 5Mcrh2 + 5(Mu-Mcr)h2 for Mcr<Mu<Mn

48EmIg 48EmIcr

These equations were developed from the equation for mid-span deflection for a simply supported beam

under uniformly distributed load (∆ = 5PL4/384EI). The value of mid-span moment (Mu=wL2/8) was

substituted into the deflection equation to yield the equations above. The same assumptions regarding load

and fixity are present as before, and one further assumption is imposed; the deflected shape of the wall will

be the same as if under uniformly distributed lateral load. Although these equations are not much use, they

do reveal one insight: the IBC intended the deflection calculation to be bilinear. When the factored

moment is less than the cracking moment, the deflection is based on the gross moment of inertia. When the

factored moment is greater than the cracking moment, the amount of moment in excess of the cracking

moment (Mu – Mcr) is used to calculate the deflection based on the cracked moment of inertia. A plot of

this bilinear function is presented below in Figure 5-7.

61

Figure 5-7: Bilinear Deflection Calculation

Mn

Mu

Mcr

∆cr ∆υ ∆ν

Crit

cal s

ectio

nM

omen

t

Critical sectiondeflection

Ig

Icr

The bilinear deflection calculation is based on the cracking moment, which, for IBC 2000 out-of-

plane walls, is 4.0f`m0.5S for fully grouted walls and 2.5f`m

0.5S for partially grouted walls and fr*S for 2002

MSJC, where fr is taken from Table 3.1.7.2.1 in the 2002 MSJC code. The challenge was to adopt this

interpretation for the general conditions in the load side design module.

The general approach for each load combination is to first determine the moment diagram from

the factored loads. The deflection equation for the height of the wall, based on the bilinear deflection

function, is determined using the moment diagram. The factored axial load is applied to the deflection

diagram and the P-∆ moment diagram is produced. The P-∆ diagram is superimposed over the original

moment diagram to produce the first iteration moment diagram. The axial load is reapplied and the process

continues until convergence. The issues with this approach were; deciding when in the iteration process to

apply the bilinear section properties; knowing which moment to use when comparing to the cracking

moment; and whether to apply the bilinear section properties to the whole wall, or just where the moment is

greater than cracking.

The following procedure details what steps were taken for adopting the IBC interpretation to the

critical design load interpretation in the NCMA Software.

62

Critical section location and moment determination1 For each input load and support conditions selected determine M(x) and ∆(x) (elastic curve

based on Ig)

2 Determine Mu(i)(x) and ∆u(i)(x) for each load combination, e.g.,Mu(7a)(x) = 0.9MD(x) + 1.6MW(x)∆u(7a)(x) = 0.9∆D(x) + 1.6∆W(x) <== Ig

3 Define: α = Ig/Icr β(ι)(x) = Mcr/Mu(i)(x)

4 The P-∆ iteration is conducted for every load combination using the moment-area therom and superposition. The deflection equation for time step k..n, ∆u(k+1)(x), and the P-∆ moment diagram are calculated using the following equations:

∆u(k+1)(x) = ∆u(k)(x) if Mu(i)< Mcr

∆u(k+1)(x) = ∆u(k)(x)β(κ)(x) + ∆u(k)(x)α[1− β(κ)(x)] otherwise

Mu(k+1)(x) = Pu∆u(k+1)(x)+Mu(k)

5 The deflection equations for the remaining time steps are determined from the total moment diagram at each time step from the moment area theorem and:

bilinear I if [Mu(k+1)(x)] > Mcr and Ig otherwise

6. Steps 4 and 5 are iterated n times until convergence7. The total design moment equation and deflection equation are determined from:

Mu(n)(x) for k=1..n

∆u(n)(x) for k=1..n8. The critcal location for design is determined and the associated design loads and

delfcetion (Pu, Mu, and ∆u) are used for design.

∆u(0)(x)

Mu(x)

∆u(1)(x)

Pu

Mu(1)(x)

∆u(2)(x)

Pu

∆u(3)(x)

Pu

∆u(4)(x)

Pu

Mu(2)(x) Mu(3)(x)

Graphical Determination of Critical Design Loads and Deflection

∆u(n)(x)

Mu(n)(x)

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5.3.3 Mathcad Verification file The Mathcad program for the load side verification of the NCMA software has four principle

objectives:

Verify that the NCMA Software is using the proper load combinations by determining

the design loads and deflections at the critical section for each load combination

Verify that the NCMA Software is converging on the correct critical design moment and

deflection for the controlling load combination

Verify that the NCMA Software is determining the critical section by ensuring the values

of percentage moment utilization immediately above and below the critical section are

lower than the critical percentage moment utilization

Verify that the NCMA Software is determining the proper flexural, shear and axial load

capacities for the critical design loads.

The verification file was developed to determine the moment, axial load and shear capacity for a

fully grouted reinforced masonry wall. The same masonry, steel and section property input used for the

reinforced, partially grouted resistance side verification file was used in this program. Input for the nine

possible applied loads and the two variable load modification factors, f1 and f2, were added to accommodate

the requirements for load verification. Several values from the NCMA output are input as well. The

location of the wall that the NCMA Software “thinks” is critical is input as λ, the NCMA Software critical

flexural section (x/H), and ψ, the critical shear section (x/H). Also, the critical magnified deflection from

P-∆ analysis for the controlling load case is input in order to verify the accuracy of the P-∆. Using the

input applied loads, the design level moment, Mu, shear, Vu, and axial load, Pu, are determined at the

critical location for each of the load combinations listed in Table 3-2. Using an identical set of load

combinations, Mathcad also determines the design moment, shear and axial load at (λ-.01) and (λ+.01),

points immediately below and above the critical section. These values are used to determine if the section

is in fact critical. Mathcad also determines a fourth set of unfactored design loads at the critical section

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using the unfactored load combinations tabulated in Table 3-1. The unfactored loads are used to determine

the shear capacity corresponding to each load combination.

The verification of the P-∆ analysis is approached indirectly. Mathcad determines the factored

design moment at the critical section, Mu(λ), and using the moment area theorem, determine the factored

deflection, ∆u(λ), for each load combination based on the gross moment of inertia. The final magnified

deflection input from NCMA is then used to complete one interaction of P-∆ analysis at the critical section.

If the deflection is correct, the moment and deflection will converge precisely after one iteration for the

critical load case (convergence will not occur for the other 21 load cases because the input deflection is

specific to the critical load case). The critical moment and deflection can then be used for design purposes.

See the outlined procedure below.

Mathcad Verification of the NCMA P-∆ Algorithms1. The factored deflection, ∆u(λ), for each load combination is determined at the critcal location, λ

2. The deflection due to the bilinear section properties is determined for each load case:∆u(act)(λ) = ∆u(λ) if Mu(λ)< Mcr

∆u(act)(λ) = ∆u(λ)β(λ) + ∆u(λ)α[1− β(λ)] otherwise

3. The moment due to the first P-∆ iteration is determined at the critical locationMP-∆(λ)= Pu∆u(act)(λ)

4. The final moment from P-∆ analysis is determined by superimposing the factored moment at λwith the first iteration P-∆ moment magnified by the NCMA deflection to initial deflection ratio. This moment is the design moment after P-∆ analysis and will have the same magnitude as the design moment from the NCMA software

Mu(final) = Mu+ MP-∆(∆uNCMA/∆u(act)) = MuNCMA

5. The final deflection after P-D analysis is then back-calculated∆u(final) = (Mu(final) - Mu)/Pu

6. Check for convergence:∆u(fianl)Pu = Mu(final) Must be equal

After the final design moment and deflections are determined, the ultimate moment capacity,

Mucap, corresponding to the factored axial load is determined for each load combination. The IBC

equations for the resistance side design discussed in Section 5.1.2.1 were used to determine the nominal

moment capacity based on the critical design level axial load.

The percentage moment utilization, the factor used to verify the critical section, is then determined

by dividing the critical design moment by the moment capacity.

65

%Mutil = |Mu*100|/Mcap.

The moment capacity determination and percentage moment utilization calculation are then

repeated for each of the 22 load combinations and again for the 44 sets of load combinations corresponding

to the design loads immediately above and below the critical section.

Pmax, dependent on the steel area, is solved once for the input section properties. It is equilibrium

axial load for a cross section with strain in the masonry of .0025, strain in the steel of 1.3 times the yield

strain, constant steel tension force of 1.25Asfy, a compression zone bounded by 0.8ch, and a compression

stress of 0.8f`m. The development of the Pmax algorithms is discussed in detail in section 3.1.2.3 of this

report.

The shear capacity is determined for each load combination using the unfactored design loads, φ =

0.8, and the factored shear force, Vu (see 3.1.2.4 of this report for detailed discussion of unfactored loads in

shear capacities). The shear resistance due to masonry, Vm, is calculated. The shear capacity is φ times

lesser of either Vm or Vnmax, the maximum allowable shear capacity. The percentage shear utilization is

determined from a similar equation:

%Vutil = |Vu*100|/Vcap

The calculation of shear capacity and the percentage moment utilization is then repeated for all 22 load

combinations.

3.3.3.2 Verification Procedure

The largest percentage utilization for flexure and shear and the corresponding load combinations

are determined from the array of percentage utilizations. Refer to section 5.1.3 of this report to clearly

understand how the verifications were completed for this portion.

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6.0 OUT-OF-PLANE ALLOWABLE STRESS DESIGN

6.1 Reinforced Masonry All discussion, commentary, and verification for the resistance side module for reinforced out-of-

plane walls, full and partial grout, designed using Allowable Stress Design can be found in Verification of

Masonry Design Software Developed for the National Concrete Masonry Association1.

Note: This does not include verification and commentary associated with the currently released

MSJC 2002 design code.

6.2 Unreinforced Masonry All discussion, commentary, and verification for the resistance side module for unreinforced out-

of-plane walls, full, partial, and ungrouted, designed using Allowable Stress Design can be found in

Verification of Masonry Design Software Developed for the National Concrete Masonry Association1.

Note: This does not include verification and commentary associated with the currently released

MSJC 2002 design code.

6.3 Critical Section Design Forces All discussion, commentary, and verification for the load side module for reinforced and

unreinforced out-of-plane walls, full, partial, and ungrouted, designed using Allowable Stress Design can

be found in Verification of Masonry Design Software Developed for the National Concrete Masonry

Association1.

Note: This verification was conducted before the load input data and associated moment and shear

equations have been changed in Phase II. It is recommended the MSJC 1999 load combinations be verified

once again. Also, the MSJC 1999 with IBC 2000 provisions load combinations and the new MSJC 2002

load combinations have not been verified as well. The Mathcad files related have not been changed to

reflect the new data input. The load combinations for the new MSJC 2002 code need to be included in the

new verification as well.

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7.0 LINTEL DESIGN

7.1 Lintel Allowable Stress Design

7.1.1 Description Lintels are structural members that span horizontally in openings in concrete masonry walls.

These lintels are there to support the weight of the wall above the opening in addition to any dead and live

loads. These additional live loads can come in the form of uniform or concentrated loads. Lintels can be

designed from a variety of materials. The NCMA software has the capability to design reinforced concrete

masonry or precast concrete lintels. Lintels are generally designed as a simply supported beam, and the

NCMA software is restricted to designing lintels in this format.

Lintels can support various loads: uniform, triangular or concentrated. As mentioned, these loads

can come in the form of dead and live loads. NCMA has the ability to design lintels using the self weight

of the lintel, self weight of the wall above the lintel, dead, live, roof, rain and snow loads. These loads can

be input as a uniform, joist or concentrated loads. The weight of the wall above the lintel can be designed

as a uniform load or as an equilateral triangular load. This triangular load is called arching action. This

arching action occurs when the masonry wall is laid in a running bond, the wall height above the lintel is

tall enough to form a 45 degree triangle, the wall height above the arch is at least 8-inches and the

minimum end bearing is maintained. The NCMA software does have the capability to use arching action.

Lintels designed using an allowable stress procedure restrict the stresses caused by service loads

from exceeding the maximum allowable stresses. The flexural compressive and tensile stresses acting in

lintels are determined using basic structural mechanics. The masonry is assumed to resist the compressive

forces in the lintel, and the tensile stresses are assumed to be resisted by the reinforcing steel. Lintels must

also be designed to resist the shear forces. Theses forces are typically the largest at the point the lintel

bears on the wall at either end of the opening in the wall. Lintels are typically designed so that the

maximum applied shear stress in limited to the allowable shear strength of the masonry, otherwise if this is

not done, shear reinforcement must be used in the lintel. The NCMA software does not have the capability

to include shear reinforcement in the lintel.

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7.1.2 Code Interpretation The NCMA software allows for two different codes to be used for the allowable stress design,

1999/2002 MSJC ASD and 2000 IBC ASD. (2.1.1.1 MSJC 1999 and 2.1.2 MSJC 2002) The 1999/2002

MSJC ASD codes require load to be combined using the following:

Table 7-1: Allowable Stress Design Load Combinations

Allowable Stress Design

DD

DD ++ LL ++ ((LLrr oorr SS oorr RR))

(2.3.3.4.1 MSJC 1999/2002) The span length of members not built integrally with the supports

shall be taken as the clear span plus the depth of the member, but this span length should not exceed the

distance between centers of supports. For this particular statement, the distance between the center of

supports is the clear span plus two times half of the bearing length on either side of the opening in the

masonry wall. This bearing length shall be a minimum of 4-inches (2.3.3.4.3 MSJC 1999/2002). If

members are continuous over the supports, the span length shall be taken as the distance between center of

supports (2.3.3.4.2 MSJC 1999/2002).

7.1.3 MathCAD Verification The MathCAD verification files for lintels designed using allowable stress design (1995-1999-

2002 MSJC ASD Lintel Design.mcd and 2000 IBC ASD Lintel Design.mcd) can be found in Appendix D-

1. These verification files were developed using MathCAD 2001. These algorithms have the capability of

doing an analysis and design for a lintel given the following input data: masonry properties, steel

properties, lintel dimensions and load data. Using the load data the MathCAD program will use the

appropriate load combination and analyze the lintel as simple supported beam. From this analysis, the

maximum shear and moment can be determined.

Once the maximum shear and moment is determined, the design of the lintels is began. The

design begins by determining if the lintel is over or under-reinforced by examining the depth of the steel

reinforcing and comparing it to the depth of the steel reinforcing needed for a balanced design. At this

point, the theoretical area of steel is computed based on a over or under-reinforced design. After the

69

theoretical steel area is computed, the moment capacity is calculated based on the actual area of the

reinforcing steel used. Finally, the allowable shear stress is computed and compared to the actual shear

stress in the lintel.

7.1.3.1 Verification Procedure

Verification of the lintel design was completed, for each ASD design code, by performing various

problems in the NCMA software and comparing them to problems with the same parameters executed in

the MathCAD algorithms. Comparisons were completed for all CMU thicknesses (i.e. 6-inch, 8-inch, 10-

inch and 12-inch) available in the NCMA software. Each problem that was executed varied by changing

one or many of the following parameters: loading patterns, reinforcement sizes and the number of courses.

Once the problems were performed in both NCMA and MathCAD, values for actual shear and moment

acting on the lintel were compared on the load side and the allowable shear and moment were compared on

the resistance side. MS Excel was used to store these data values and compute the percentage error for

each value. All percent errors greater than 0.1% were investigated and amended before verification was

deemed complete. It should be noted that there are some percentage errors greater than 0.1%. This is due

to the fact that when concentrated loads are used, NCMA’s and MathCAD’s maximum moments and

shears do not occur at the same place. This happens because of the way the lintel is broken in fragments to

be analyzed. For example, NCMA splits the lintel up into 100 equal parts and MathCAD divides the lintel

up by inches. Verification Results are in Appendix A-1.b.

7.2 Lintel Strength Design

7.2.1 Description Strength design allows lintels to be designed at their capacities. The nominal flexural

compression, tension and shear strengths can be computed using basic strength design principles. In

strength design of lintels, the tension strength of the masonry is neglected.

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7.2.2 Code Interpretation The NCMA software allows for two different codes to be used for strength design, IBC 2000 and

MSJC 2002. The strength design codes require the following load combinations to be used:

Table 7-2: Strength Design Load Combinations

Strength Design

DD

11..22DD ++ 11..66LL ++ 00..55((LLrr oorr SS oorr RR))

11..22DD ++ ((ff11LL oorr 00..88WW)) ++ 11..66((LLrr oorr SS oorr RR))

11..22DD ++ 11..00EE ++ ff11LL ++ ff22SS

The IBC 2000 strength design code requires that φ = 0.8-Pu/(Ae*fm), (2.108.4.1.1 IBC 2000) but

NCMA use a constant φ = 0.8. IBC 2108.9.3.7.1.1 requires the nominal width of a beam to be no less than

6-inches. 2108.9.3.7.2 requires the clear distance between locations of lateral bracing of the compression

side of the beam shall not exceed 32 times the least width of the compression area. 2108.9.3.7.3 the

nominal depth of a beam shall not be less than 8-inches.

The MSJC 2002 strength design code requires that φ = 0.9 (3.1.4.1 MSJC 2002). 3.2.4.2.2.2

requires the nominal flexural strength to be no less than 1.3 times the nominal cracking moment strength of

the beam.

7.2.3 MathCAD Verification The MathCAD verification files for lintels designed using strength design (2000 IBC Strength

Lintel Design.mcd and 2002 MSJC Strength Lintel Design.mcd) can be found in Appendix D-2. These

verification files were developed using MathCAD 2001. These algorithms have the capability of doing an

analysis and design for a lintel given the following input data: masonry properties, steel properties, lintel

dimensions and load data. Using the load data the MathCAD program will use the appropriate load

combination and analyze the lintel as simple supported beam. From this analysis, the maximum shear and

moment can be determined.

71

Once the maximum shear and moment is determined, the design of the lintels is started. The

design begins by determining the required steel area for the maximum factored moment. The maximum

and minimum areas of steel are then computed and compared to theoretical required steel area. The

minimum area of steel is based on the cracking moment. From this point, the actual area of steel is

determined from the number of bars and bar sizes selected. Once the actual area of steel is computed, the

moment capacity is determined. Finally, the shear capacity is calculated and compared to the actual shear

on the lintel.

7.2.3.1 Verification Procedure

Verification of the lintel design was completed, for each strength design code, by performing

various problems in the NCMA software and comparing them to problems with the same parameters

executed in the MathCAD algorithms. Comparisons were completed for all CMU thicknesses (i.e. 6-inch,

8-inch, 10-inch and 12-inch) available in the NCMA software. Each problem that was executed varied by

changing one or many of the following parameters: loading patterns, reinforcement sizes and the number of

courses. Once the problems were performed in both NCMA and MathCAD, values for actual shear and

moment acting on the lintel were compared on the load side and the allowable shear and moment were

compared on the resistance side. MS Excel was used to store these data values and compute the percentage

error for each value. All percent errors greater than 0.1% were investigated. It should be noted that there

are some percentage errors greater than 0.1%. This is due to the fact that when concentrated loads are used,

NCMA’s and MathCAD’s maximum moments and shears do not occur at the same place. This happens

because of the way the lintel is broken in fragments to be analyzed. For example, NCMA splits the lintel

up into 100 equal parts and MathCAD divides the lintel up by inches. Verification Results are in Appendix

A-1.b.

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8.0 CONCLUSION

In conclusion, this Special Project was a critical tool in identifying and amending many of the

theory, interpretation and programming logic issues with the Phase II changes to the NCMA masonry

design software. The thorough approach to the verification process uncovered many inconsistencies and

errors within the new design modules that could have potentially gone unnoticed. It has also helped in the

interpretation of the relatively new Strength Design Methods for masonry design. New procedures for the

design and analysis of walls designed using the new IBC have been developed as a result of the Phase II

testing. Although some verification and interpretation issues remain, the verification process has met the

objectives imposed.

Additionally, this project has been an invaluable learning experience. More has been learned these

last eight months about masonry design, code interpretation, software programming, BETA testing and

mechanics than could ever be taught in a classroom setting. It was a privilege to learn under the wings of

Dr. Brown and Dr. Nelson.

The verification completed in this report does not suggest Phase II of the NCMA Software is

without flaw. The results in this report only verify accuracy and compliance for the examples exercised. It

is recommended that revised versions of the design modules that have been verified in this report should be

re-verified to ensure the changes have not compromised the integrity of the software. Additionally, the

aspects of the software not verified in this report, documented below, must be verified as well.

The following design modules have been verified as of December 9, 2002.

IN-PLANE DESIGN o Reinforced (full grout, partial grout)

MSJC 2002 Strength Design Method IBC 2000 Strength Design Method MSJC 1999 Allowable Stress Design MSJC 1999 w/ IBC provisions Allowable Stress Design

o Unreinforced (ungrouted, partial grout, full grout) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method MSJC 1999 Allowable Stress Design MSJC 1999 w/ IBC provisions Allowable Stress Design

o Critical Section Determination (load side module) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method

73

OUT-OF-PLANE DESIGN

o Reinforced (full grout, partial grout) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method MSJC 1999 Allowable Stress Design - Verified in Phase I

o Unreinforced (ungrouted, partial grout, full grout) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method MSJC 1999 Allowable Stress Design – Verified in Phase I MSJC 1999 w/ IBC provisions Allowable Stress Design

o Critical Section Determination (load side module) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method MSJC 1999 Allowable Stress Design – Verified in Phase I MSJC 1999 w/ IBC provisions Allowable Stress Design

o Reinforced (Shear Verfication) MSJC 2002 Strength Design Method IBC 2000 Strength Design Method

LINTEL DESIGN

o MSJC 2002 Strength Design Method o IBC 2000 Strength Design Method o MSJC 1999 w/ IBC provisions Allowable Stress Design o MSJC 1999 and 2002 Allowable Stress Design

REVERIFICATION o Brian Lechner’s Work o Eric Burgess’s Work

1

APPENDIX A: IN-PLANE VERIFICATION

2

Appendix A-1.a: Reinforced Strength Design Verification

3

Appendix A-1.b: Reinforced Strength Design Verification

4

Appendix A-2: Unreinforced Strength Design Verification

5

Appendix A-3: Critical Section Design Forces – IBC 2000

6

Appendix A-4.a: Reinforced Allowable Stress Design

7

Appendix A-4.b: Reinforced Allowable Stress Design

8

Appendix A-5: Unreinforced Allowable Stress Design

9

APPENDIX B: OUT-OF-PLANE VERIFICATION

10

Appendix B-1.a: Reinforced Strength Design

11

Appendix B-1.b: Reinforced Strength Design

12

Appendix B-2: Unreinforced Strength Design

13

APPENDIX C: MATHCAD VERIFICATION SOFTWARE

14

Appendix C.a: MathCAD Verification Software

15

Appendix C.b: MathCAD Verification Software

16

APPENDIX D: LINTEL DESIGN VERIFICATION

17

Appendix D-1: Lintel Design (Allowable Stress)

18

Appendix D-2: Lintel Design (Strength)

19

APPENDIX E: CORRESPONDENCE

20

EMAIL CORRESPONDENCE

Dr. Nelson, Dr. Brown and the author communicated problems in the NCMA software or

questions about interpretation of the code over email in order to keep a digital record of the verification

process. This has proven invaluable to the verification process. This is list is used to ensure all of the

pertinent issues are attended to before verification is complete. The following logs are sorted by date.

11/28/01 What are we doing about 2108.9.4.6? It states the service load deflections (ASD combo's?) at mid height must be less than 0.007H. Are we checking this? -Bryan

11/28/01 There should not be an input for the deflection at the critical section for the resistance side. Designers would be

entering the deflection due to factored loads at a point and the critical moment and axial load at a point. It will be impossible to know what the deflected shape or moment diagram was that yielded those numbers so therefore it will be impossible to iterate to find the code required design moment with P-delta effects. If you remove the delta input, it forces designers to input individual loads or run their own p-delta analysis.

Also we need to meet tomorrow at 3 to discuss the p-delta procedure. If we determine the bilinear deflection based on the maximum moment on the moment diagram for each iteration, I have no way of accurately checking the NCMA software. I only know the deflection and moment at the critical section (x/H) of each load combination. The only way is if I input the maximum moment determined by NCMA for each load combination (22 times) at time step one. There has to be an easier way.

I think it would actually be less work to program NCMA to calculate the bilinear deflection based on the moment at each point x over the wall height. You wouldn't have to keep track the maximum moment for each load combination for each iteration - but I could be wrong.

-B 11/27/01

Some more out-of-plane issues... 1. The Vu available listed in the design calculations for out of plane strength design is being determined by

multiplying Vnmax by phi. This is only true if Vnmax is the controlling nominal shear capacity of the section. For most cases, Vm will control and should be used for the determination of Vu available.

2. NCMA software seems to be calculating the Cracking moment but there is no (visible) check against the

nominal moment capacity 2108.9.5.2.-1 3. When Pu exceeds Pmax for the out-of-plane section an NCMA error message is generated that informs the

user of this error. The error message states that "P" , not "Pu", exceeds the maximum permitted axial load. 4. Should we consider out-of-plane slenderness when calculating the in-plane maximum axial load for reinforced

members? Maybe a message box that suggests this to the user. -Bryan

11/20/01

Open the attached file (strength in plane) and choose design calcs. Scroll down and look at the shear design. Notice Vnmax is 259.8 kps - this is the maximum nominal shear permitted. V, is 422.9, the nominal strength of masonry. The shear capacity should be 0.8 times the lesser or those two values or 0.8*259.8 = 207.84 kips. NCMA is always using 0.8*Vm to determine the shear capacity. If this is amended the Strength in-plane resistance side will be butter...

21

11/19/01 1. Incorporate the load factors, f1 and f2 into the NCMA load input fields for Live load and Snow load respectively.

This applies to IBC strength design. See ASCE 7-98. 2. Verify the origins of the unfactored loads in the strength shear wall design module. When a dead load of 140 is

entered as input, the complimentary unfactored load at the critical section (bottom of the wall) is output as 100 kips. There is some kind of internal load reduction occurring.

3. Add message to design calcs that reminds designers to check earthquake and wind loads in both directions 4. 2108.9.5.2 (2) The area of steel perpendicular to the shear reinforcing must have an area of at least one half of

the theoretical shear steel required, Av. (Strength in-plane). Consider checking the middle zone against the required shear steel.

5. MSJC 2.3.5.3.1 THe minimum spacing of shear reinforcing must be less than d/2 or 48" 6. MSJC 2.3.5.3.1 The area of steel perpendicular to the shear reinforcing must have an area of at least one third

of the theoretical shear steel required, Av. (ASD in-plane). Consider checking the middle zone against the required shear steel.

7. Unreinforced shear wall module for ASD is displaying input steel areas. 8. There were several errors on the design calculations hardcopy of the NCMA example I gave to you this

mornng: -Moment capacity at critical section is very large -Controlling shear load combination display -Pmax unit (kips/1000)

11/19/01

1. ASD shear wall design module is neither computing nor plotting negative axial loads. 2. In ASD shear wall design is the shear stress computed from MSJC 2.2.5.1? (fv=VQ/Ib) 3. In strength design of shear walls the IBC required that the nominal moment capacity needs to be greater than

1.5 times the cracking moment for full grout and 3 times the cracking moment for partially grouted walls (2108.9.5.2.1)

4. Is it possible you could temporarily display Pbal in the design output for Strength shear wall design so I can

debug a small discrepancy in our sliding phi factors? 11/15/01

A few more issues have come out of my verification: 1. In the ASD Shear Wall module in shear design, the NCMA software is spitting out Fvmax (120-45*M/Vd) as the

allowable shear stress with steel instead of the specified Fv (1/2 (-M/Vd)*fm^.5). 2. ASD Shear wall in NCMA is not plotting P&M pairs with a negative net axial load. 3. When developing the logic for IBC shear wall unreinforced, remember to reference 2108.7.5.2 (grouted cores

only resist tension if stacked bond and fr=250 psi) Thanks - Bryan

11/13/01 Before the new release party gets planned check out a few observations:

1. When designing in out-of-plane for all codes and both design calcs and interaction diagram there is no vertical scroll bar 2. The interaction diagram for the IBC strength design is not plotting correctly and Pmax is not displayed 3. Is there going to be a MSJC 2002 design code? 4. 2108.4 needs to be interpreted and incorporated into the in-plane module Thats all for now, I'm off to verify.... -Bryan

22

10/18/01 Dr. Nelson,

I should be finished with the Shear wall design MathCAD files by early next week. I am eagerly awaiting your latest and greatest NCMA software with the up-to-date shear wall design modules. Even though you are probably finished (right?), here are a few things to keep in mind:

1) ASD shear wall design is not computing P&M pairs for negative axial load or shear capacities. 2) The nominal moment must be three times the cracking moment for partially grouted shear walls and 1.5 times

the cracking moment for fully grouted walls (Strength Design 2108.9.5.2) 3) Strength Design Unreinforced shear walls in stack bond can only resist tensile forces normal to the bed joints

using the grouted cores. Running bond may utilize the entire section(2108.7.5.2). 4) Pmax and rhomax for Strength design are based on the factored axial load, Pu, in the IBC and unfactored

axial load, P, in the MSJC. Unfactored axial load combinations include; (D+L+lr), (D+L+S), or (D+L+R). Pmax must change to reflect the users design code (IBC: 2108.9.2.13.1).

5) In the IBC (WSD) the Whitney stress block is based on .85*a, where a =.85*c for all cases except Pmax, where

the block is .8*.8*c. In contrast, according to the 2001 MSJC the Whitney stress block is always based on .8*.8*c.

6) Phi factors in the 2001 MSJC are different from the IBC for WSD. For flexural and axial strength, the phi factor

is .9 in the MSJC, whereas in the IBC the factor varies from .65 to .85, depending on the axial load. 7) Allowable tensile stresses in masonry have been changed in the new MSJC from the numbers printed in the

IBC and in ACI-530.

I'm sure there is more to come.... I would like to have both in-plane and out-of-plane completed and verified by thanksgiving so I can begin working on my draft and presentation. Is this a realistic goal? Do you anticipate having the NCMA updated in time for me to meet this goal? Let me know wht you think. Thanks,

10/4/01 Just a few things..

1. In Shear Wall Design (SDM) for shear, Vu is 0.8(Vs + Vm). This is true only if (Vs +Vm) is less than Vn-max. In my interpretation, the available Vu for design should be phi times the smaller of Vn-max or (Vs + Vm)

2. A suggestion was made (no comment on who) to plot families of curves on the interaction diagram for in-plane (SDM) varying the end zone length, bar size in the end zones, and/or middlezone(?). What do you think?

3. Before I start developing deflection equations for the different load types I want to make sure we are on the same page: -Dead, Live, Snow, Rain, and Roof live are all an axial point load at an eccentricity (Positive convention is tension on inside of wall) -Earthquake lateral load is a point load at a distance h -Soil and Fluid loads are triangular distributed loads with a soil or fluid depth h -Wind is a trapezoidal distributed load with upper height h2 and lower (backfill) height h1

Please respond if this isn't what you had in mind. Thanks, Bryan

9/9/01 Dr. Nelson, Dr. Brown and I uncovered a few more issues that need to be addressed in the NCMA software:

1. Fully grouted in-plane design calculations does not always display the "flexural design calculations" section at the bottom, notably when an 8-in reinforcing spacing is chosen.

2. The interaction diagram for in-plane design is not plotting the sliding phi-factor effect 3. For in-plane shear calculation, the software is incorrectly using Vn interchangeably with Vn max, the maximum

shear permitted by the code. The software is denoting Vn max as "Vn" and then calculating Vu by multiplying Vn max by 0.8. Vn is defined in the code as the sum of Vm and Vs.

4. What is the status with the unreinforced design program? See you tomorrow, -Bryan

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8/29/01 Dr. Nelson,

Several problems have been discovered during the verification process: 1. For out of plane design, IBC 2000, the NCMA software will not accept a negative axial load (small k value) even

when there is substantial moment capacity available at that load. The error message reads "not enough tension steel".

2. There is a small discrepancy between the NCMA sliding phi factor and the MathCAD sliding phi factor only when .25Pbal controls the iteration. We think NCMA is using the value of Pbal given in the code which does not take into consideration the empty space when the wall is partially grouted. We were wondering if you could modify the output to display both the value of .25Pbal and .1fmAe. This would help us diagnose the problem.

3. If Pbal in NCMA is from the fully grouted code equation (EQ 21-4), what do you suggest we do in the partial grout cases? The code specifically says "you may use the following EQ...", as opposed to shall. This suggests it's the designer's discretion whether or not to use 21-4 or mechanics. What do you think??

Thanks, Bryan

7/27/01 DR. Brown,

We did meet and we reached the following conclusions: 1. The iteration problem can be solved by numerical integration over

the wall with the correct boundary conditions. Dr. Nelson believes this will provide a closed solution for the location of the nuetral axis

2. Dr. Nelson also believes we need to compare the nominal moment capacity with no axial load to the cracking moment for the section. This means just entering a value of Pu= 0 and using the resulting Mn.

3. There is a difference in the equation for the sliding phi-factor between the MathCAD program and the NCMA software. MathCAD bases the phi factor on the axial load at balanced conditions. The NCMA bases the factor on Pn. We need to sort this out. I'll talk to you more about this on Monday, have a good weekend. -Bryan

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REFERENCES

Burgess, Eric. Verification of Masonry Design Software Developed For the National Concrete

Masonry Association.1 Clemson University. 1999

Himbert, Oliver. Verification of the National Concrete Masonry Association Masonry Design

Software (Phase II) – An Interim Report. Clemson University. 2001

International Code Counsel. International Building Code (Chapter 21 - Masonry), IBC 2000

The Masonry Society (TMS). Masonry Designers Guide. 1997

Math Soft Inc. Mathcad 8.0 Professional Users Guide. Math Soft Inc, Massachusetts. 2000

Math Soft Inc. Mathcad 2001 Professional Users Guide. Math Soft Inc, Massachusetts. 2001

McCormac, John, Nelson, J.K. Structural Analysis – A Classical and Matrix Approach. Second

Edition. Addison Wesely, Massachusetts. 1997

MSJC 1999, Masonry Standards Joint Committee, Building Code Requirements for Masonry

Structures. (ASCE5-99, ACI-530-99, TMS402-99)


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