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439.3R-91
Mechanical Connections of Reinforcing Bars
(Reapproved 1999)
reported by ACI Committee 439
John F. McDermott, Chairman Peter Meza, Secretary
Michael Baldino, Jr.
Ted M. Brown
Loris L. Gerber
Donald J. Grant
David P. Gustafson
Edward S. Hoffman
Steve Holdsworth
William J. Jurkovich
Eugene A. Lamberson
Harry B. Lancelot, III
Le Roy A. Lutz
Steven L. McCabe
Heinz Nierlich
Clarkson W. Pinkham
Hoshi H. Presswalla
Robert C. Richardson
Robert G. Smith
Robert J. Smith
Robert A. Vernec
Properly designed splices are a key element in any well-executed de-
sign. The lap splice, when conditions permit and when it will satisfy
all requirements, is generally the most common method for splicing
reinforcing bars. However, when lap splices are undesirable or im-
practical, or when their use is not permitted by the design code or de-
sign specification, mechanical or welded connections should be used
to splice the reinforcing bars.
The objective of this report is to provide engineers and contractors
with basic information about mechanical connections and the types
of proprietary mechanical connection devices currently available, but
not to state conditions of acceptance, or to endorse or rate a partic-
ular mechanical connection device over another. These mechanical
connection devices are proprietary, and the information herein pro-
vided by the connector manufacturers has been compiled, but none
of the information has been specifically verified by this committee.
Consequently, the relative merits of the different mechanical connec-
tion devices are not noted or compared. However, the information
given is useful, because it is not presently available elsewhere in such
an assembled and detailed format. An attempt was made to include
all the mechanical connection devices generally commercially availa-
ble in North America at the time the report was written. However, it
must be realized that some devices new in the market may not be in-
cluded, merely due to ignorance of their existence at the time of writ-
ing.
Reasons for using mechanical connections are discussed, as well as
various engineering considerations that must be made when spectfy-
ing mechanical connections, such as the need to avoid notch effects
in seismic joints that could result in the bar rupturing at one location
before it yields generally elsewhere. Mechanical connection devices
are described in terms of configuration, procedure for connecting,
clearance requirements, and other characteristics. Illustrations of the
various mechanical connection devices are included.
Keywords: bolted connections; connections; couplers; dowels; reinforced con-
crete; reinforcing steels; sleeves; splicing.
ACI Commmittee Reports, Guides, Standard Practices, and
Commentaries are intended for guidance in designing, plan-
ning, executing, or inspecting construction and in preparing
specifications. Reference to these documents shall not be made
in the Project Documents. If items found in these documents
are desired to be part of the project documents they should be
phrased in mandatory language and incorporated into the
Project Documents.
CONTENTS
Chapter 1 -General
1.l-Introduction
1.2-Usage
1.3-General considerations
Chapter 2-Design requirements for mechanical
connections
2.l-Codes and specifications
Chapter 3-Mechanical connection devices and
installation descriptions
3.1-General
3.2-Compression-only mechanical connections
3.3-Tension-compression mechanical connections
3.4-Dowel bar mechanical connection systems
3.5-Tension-only mechanical connection
Chapter 4-Summary
Chapter 5-References
5.l-Specified and recommended references
5.2-Cited reference
CHAPTER 1-GENERAL
1.1-Introduction
In reinforced concrete design, the structural engineer
is faced with the task of determining where and how
reinforcing bars must be spliced in a structure. The
structural engineer must do this because of his famil-
iarity with the particular requirements of the structure.
Drawings or specifications must clearly show or de-
scribe all splice locations and the performance re-
ACI Structural Journal, V. 88, No. 2, March-April 1991.
This report supersedes ACI 439.3R-83 (Reapproved 1988) effective June I,
1991.
Copyright 0 1991, American Concrete Institute.
All rights reserved, including rights of reproduction and use in any form or
by any means, including the making of copies by any photographic process, or
by any electronic or mechanical device, printed, written, or oral, or recording
for sound or visual reproduction, or for use in any knowledge or retrieval sys-
tem or device, unless permission is obtained in writing from the copyright pro-
prietor.
439.3R-1
439.3R-2 MANUAL OF CONCRETE PRACTICE
quired. The importance and necessity of clearly pre-
scribing splice requirements is evident in two sections of
ACI 318. Section 1.2.1 describes nine specific items to
be included on the design drawings, details, and speci-
fications. These items include Section 1.2.1.h, which
requires that location and length of lap splices and re-
inforcement anchorage lengths be shown. Section
1.2.1.i requires showing the type and location of welded
splices and mechanical connections of reinforcement.
Section 12.14.1 of ACI 318 also addresses this subject,
and states: “Splices of reinforcement shall be made
only as required or permitted on design drawings, or in
specifications, or as authorized by the engineer.”
In the design of beams, columns, and slabs, lap
splices are usually permitted. When lap splices of
straight bar extensions cannot be used, or when their
use causes congestion, field placing problems, or de-
tailing or design problems, then mechanical connec-
tions, welded joints, or lap splice connections involving
field bending and subsequent bar straightening may be
used, as appropriate.
This report provides basic information about propri-
etary mechanical connections generally available in
North America and known to the committee at the time
the report was submitted for publication.* Design re-
quirements and usage of mechanical connections, as
well as capabilities and features of selected mechanical
connection devices, are described.
Three basic types of mechanical connections are con-
sidered in this report. They are: (1) the “compression-
only” mechanical connection, which is also known as
the “end-bearing mechanical connection,” (2) the
“tension-only” mechanical connection, and (3) the
“tension-compression” mechanical connection. The
“tension-compression” mechanical connection can re-
sist both tensile and compressive forces. Dowel bar me-
chanical connections are included in this category.
In this report, pertinent terms are defined as follows:
Bar-end check-Check of the ends of reinforcing
bars to determine whether they fit the devices intended
for connecting the bars.
Coupler-Threaded device for joining reinforcing
bars for the purpose of providing transfer of either ax-
ial compression or axial tension or both from one bar
to the other.
Coupling sleeve-Nonthreadeddevice fitting over the
ends of two reinforcing bars for the eventual purpose
of providing transfer of either axial compression or ax-
ial tension or both from one bar to the other.
End-bearing sleeve-Devicefitting over the abutting
ends of two reinforcing bars for the purpose of assur-
ing transfer of only axial compression from one bar to
the other.
Mechanical connection-Complete assembly of an
end-bearing sleeve, a coupler, or a coupling sleeve, and
*ANCON (MBT) mechanical connectors, which involve a clamping device
generically different from devices described in the present report, are not in-
cluded in this report because they were unknown to the committee at the time
of final committee ballot on the report.
possibly additional intervening material or other com-
ponents to accomplish the connection of reinforcing
bars.
It is beyond the scope of this report to cover welded
splices or other currently available special proprietary
splicing systems. Engineers are referred to the AWS
code for welding reinforcing steel (ANSI/AWS D1.4)
and the ASTM specifications for reinforcing bars, such
as ASTM A 706 and ASTM A 615. Further discussion
of the AWS code and welded splices is given in Refer-
ence 1.
1.2-Usage
There are numerous situations that require or make
the use of mechanical connections feasible or more
practical. Some of the most common conditions are:
1. Where #14 and #18 bars are used. This occurs
most often in columns, raft mat foundations, and other
heavily reinforced structures. Codes do not permit #14
and #18 bars to be lap spliced, except in compression
only with #11 and smaller bars.
2. Where spacing of the reinforcing bars is insuffi-
cient to permit lapping of the bars. This generally oc-
curs in situations requiring large amounts of reinforce-
ment and the use of larger bars, as in heavily loaded
columns.
3. When requirements in current codes and specifi-
cations for tension lap splices result in long lap splice
lengths, especially for bar sizes such as #9, #l0, and #ll
in Grade 60 steel or in epoxy-coated reinforcing bars.
Lap splices may thus be less practical than mechanical
connections.
4. Where “tension tie members” are used. Tension
lap splices of reinforcing bars in tie members are not
permitted.
5. When the location of construction joints and pro-
vision for future construction dictates use of mechani-
cal connections to provide tensile continuity. Mechani-
cal connections are often preferable to having long bar
lengths projecting from existing concrete construction.
A minimum of a 12 in. (305 mm) bar extension pro-
vides sufficient length for application of most mechan-
ical connections without damaging the existing con-
crete during installation. If mechanical connections
must be staggered, the projecting bar extension should
be greater than 12 in. (305 mm).
1.3-General considerations
Available proprietary mechanical devices have par-
ticular physical features, both in the splice device itself
and in the required installation equipment or procedure
that can influence design and construction methods.
1.3.1 Spacing and cover requirements-Minimum
clear distances between adjacent reinforcing bars are
specified in codes and design specifications. For exam-
ple, ACI 318 Sections 7.6.2 and 7.6.3 set an absolute
minimum clear distance between parallel bars in a layer
of not less than the nominal diameter of the bar or 1 in.
(25 mm), except that for columns the minimum clear
distance is not less than 11/2 times the nominal bar di-
REINFORCING BARS 439.3R-3
ameter or 1% in. (38 mm). Section 7.6.4 of ACI 318
indicates that the clear distance limits shall also apply
adjacent to lapped splices, but Section 7.6.4 does not
address clearance limits for mechanical connections.
Appropriate clearance limits for mechanical connec-
tions are listed in Tables 3.1 and 3.2. Clearance limits
may be a factor in the selection and positioning of the
mechanical connection. The outside diameter of the
mechanical connection device should be known. By
knowing the diameter of the mechanical connection de-
vice, a decision can be made whether the mechanical
connections have to be staggered on the basis of the
clearance required. It has been the practice in the past
to stagger splices of any types whether lapped, welded,
or mechanically connected, but there is currently some
evidence documented by research that some mechanica
connections providing adequate longitudinal stiffness
and adequate ductility for the reinforcement, as well as
the specified strength, need not be staggered. However,
pending any future code revisions, the minimum stag-
ger length should be specified by the engineer consis-
tent with the requirements of the applicable code, e.g.,
Sections 12.15.4.1, 12.15.5, 12.17, and 21.3.2.4 of ACI
318.
The size and operation of the equipment required for
making mechanical connections can also dictate a min-
imum spacing or a stagger pattern. Some information
to evaluate these requirements is available in subse-
quent sections of this report.
Several of the proprietary mechanical connection de-
vices currently available have an outside diameter sub-
stantially larger than the reinforcing bars. Special con-
sideration should be given to the minimum concrete
cover of the stirrups, ties, or spirals at these splice lo-
cations. In many cases, the stirrup or tie patterns adja-
cent to the mechanical connections, or the location of
the splice itself, can be adjusted to avoid a reduced
concrete cover. However, where required close spacing
of stirrups and ties necessitates their placement over the
coupling sleeves, it may be necessary to design greater
cover over the longitudinal reinforcement so that stir-
rups and/or ties encompassing the mechanical connec-
tions have adequate cover. Ideally, the confinement re-
inforcement would have greater dimensions at a con-
nector, but that is not generally the practice. In dowel
bar mechanical connections that have flanged sleeves,
all portions of the mechanical connection should meet
appropriate cover requirements.
1.3.2 Matching of end alignments, end preparation
of bars, special bar deformations, and equip-
ment-The engineer/specifier should be aware of any
special end preparations of bars required for a method
of mechanical connection or for certain couplers. For
example, Section 12.16.4.2 of ACI 318 requires for
end-bearing splices that the ends of the bars be cut to
within 1 l/z deg of square with respect to the longitudi-
nal axis. By definition, couplers are threaded, and some
require matching threads on the bar ends. One me-
chanical connection device requires reinforcing bars
with special thread-like deformations. In all mechani-
cal connections, it is important to have the mechanical
connection device in good alignment with the longitu-
dinal bar axis so that the bar is not prone to wide
swings when being rotated in a field assembly.
The reinforcing bar fabricator must be made aware
of any special end preparations or threads. Special re-
quirements may entail the use of end-threading ma-
chines or special tools and equipment at the construc-
tion site. Availability or delivery requirements for rein-
forcing bars with the special deformation pattern, and
for required tools and equipment, should be deter-
mined for the specific project before final decisions are
made. Related to this, a bar-end check is sometimes
advisable before proceeding with certain mechanical
connections. The mechanical connection manufacturer
can advise accordingly.
1.3.3 Coated reinforcing bars-Reinforcing bars can
be epoxy coated or zinc coated (galvanized) for use as
a corrosion-protection system. Mechanical connections
of coated reinforcing bars are made with proprietary
mechanical connection devices in a similar way as for
uncoated bars. To properly install some types of cou-
pling sleeves on coated bars, the coating has to be com-
pletely removed from the ends of the bars over the
length of the sleeve and a short distance, perhaps 2 in.
(50 mm) or so, beyond the ends of the sleeve. Infor-
mation on preparation of bar ends for installation of
proprietary mechanical connection devices, including
removal of epoxy or zinc coatings, is presented in Ta-
bles 3.1 and 3.2.
After installation of mechanical connections on
coated reinforcing bars, the sleeves and any damaged
coating on the bars adjacent to the sleeve should be
touched up with appropriate compatible patching ma-
terial with anticorrosive quality equal to that of the
original coating. Typically, there will be provisions in
the project specifications requiring such touch-up of the
sleeves and repair of damaged coating-for example,
see Chapter 5 of ACI 301. Flame cutting of coated bars
in any location should be avoided when possible be-
cause of damage to the epoxy coating. Where mechan-
ical connections are used, flame-damaged epoxy coat-
ing may be more difficult to remove properly to obtain
an effective connection than undamaged epoxy coat-
ing.
1.3.4 Field erection-In many applications, mechan-
ical connections may be staggered for clearance, ac-
cess, and some code requirements. If staggered me-
chanical connections are used in columns, for example,
free-standing erection and assembly of the reinforce-
ment may be required rather than preassembled cages.
There is a considerable difference in the time and
equipment required to install different mechanical con-
nections. Therefore, it is imperative to coordinate the
field erection procedure and schedule with the selection
and installation procedure of the mechanical connec-
tions.
For some projects, the engineer may find it appro-
priate to control the types of mechanical connection
devices to be utilized. Also, the method of construction
439.3R-4 MANUAL OF CONCRETE PRACTICE
may determine the types of mechanical connection de-
vices that can be most readily utilized. It is important
that the unique requirements of any selected mechani-
cal connection device be considered by all parties prior
to beginning construction. Study of the subsequent de-
scriptions will assist in determining these requirements.
CHAPTER 2-DESIGN REQUIREMENTS FOR
MECHANICAL CONNECTIONS
2.1-Codes and specifications
Design requirements of the applicable code (ACI 318,
349, or 359) or specification (AASHTO Standard Spec-
ifications for Highway Bridges) for reinforcing bar me-
chanical connections are not reproduced or discussed
herein in detail. Codes generally specify a minimum
connection strength. For example, ACI 318, Section
12.14.3.4, states, “A full mechanical connection shall
develop in tension or compression, as required, at least
125 percent of specified yield strengthf, of the bar,” so
that yielding will tend to occur in the reinforcing bar
adjacent to the mechanical connection before failure in
the mechanical connection. For further background in-
formation and some of the considerations made in de-
veloping the ACI 318 provisions, the reader is encour-
aged to review ACI 318R.
Due to the minimum connection strength required, it
is generally assumed in design that the occurrence of a
mechanical connection of two reinforcing bars does not
result in a reduction of the anticipated structural
strength, as well as the longitudinal stiffness and lon-
gitudinal ductility, of the reinforcing steel, which the
reinforced concrete member would have had with a
continuous unspliced bar. That is, it is assumed that the
use of a mechanical connection does not introduce a
structural weakness that could jeopardize the overall
structural performance. Design codes cover basic
strength requirements for splices and mechanical con-
nections, but generally do not specify how to avoid
other potential weaknesses that may be directly attrib-
uted to the specific details and/or materials of a me-
chanical connection, as follows:
1. In a flexural member, the mechanical connection
should not result in a low effective longitudinal stiff-
ness of the reinforcement that violates the strain con-
ditions assumed in the member design.
2. Where inelastic straining must be anticipated, as in
yielding zones of seismic structures, the mechanical
connection device must not introduce notch effects that
would cause the bar to rupture at the mechanical con-
nection device before the required yielding can occur in
the adjoining bar stock.
3. The selection of appropriate mechanical connec-
tions must consider that notch effects, if present, are
more severe with dynamic loadings, fatigue loadings,
and cold temperatures.
4. Where potential inelastic straining may occur dur-
ing seismic excitation, the assembly consisting of the
connector and the reinforcing bars connected must
possess adequate ductility so that failure initiates in the
concrete rather than in the steel reinforcement. Manu-
facturers’ information, as well as that in the literature,
should be reviewed by the engineer when evaluating a
mechanical connector for service where large load re-
versals are possible.
CHAPTER 3-MECHANICAL CONNECTION
DEVICES AND INSTALLATION DESCRIPTIONS
3.1-General
A variety of proprietary mechanical connection de-
vices are currently available. In this part of the report,
the physical features, mechanical characteristics, and
installation procedure of various available mechanical
connection devices are described. The mechanical con-
nection devices are divided into three basic categories:
compression-only mechanical connections, tension-only
mechanical connections, and tension-compression me-
chanical connections, all meeting Section 12.14.3.4 of
ACI 318.
To assist the reader, a list of characteristics summa-
rizing the detailed descriptions is included in Tables 3.1
and 3.2 for compression-only and tension-compression
mechanical connections, respectively. These tables
should be helpful in determining which mechanical
connection devices may be utilized for specific design
applications.
Descriptions of the mechanical connection devices
are presented in the following sections in alphabetical
order by generic name. Similarly, the locations of the
devices in Tables 3.1 and 3.2 are by alphabetical order.
The committee does not endorse, or rate a particular
mechanical connection device over another. An at-
tempt was made to include all devices generally com-
mercially available in North America in the following
section. These descriptions of the mechanical connec-
tion devices are based on information furnished by the
manufacturers. When no information could be secured
from a manufacturer, no description of their products
could be included in this report. At the time that this
report was submitted for publication, the committee
was not aware of mechanical connection devices cur-
rently manufactured in North America that were not
included in the report.
3.2-Compression-only mechanical connections
In most compression-only mechanical connections,
compressive stress is transferred by concentric bearing
from one bar to the other bar. Except for a steel-filled
coupling sleeve, the ends of the bars must be saw cut,
or cut by some other means, within 11/2 deg of square
to the bar axis. Square cutting generally will increase
the cost over conventionally sheared bars. An end-
bearing splice device must be capable of holding the
bars in concentric contact.
Four commercially available compression-only me-
chanical connection devices are described in terms of
the following:
1. Configuration.
2. Bar sizes which can be spliced.
3. Capability of splicing bars of different sizes.
4. Installation procedure.
REINFORCING BARS 439.3R-5
Table 3.1- Compression-only mechanical connections
I Boiled steel sleeve
, Solid-type Strap-type Steel-filled
1 steel coupling steel coupling
/ sleeve sleeve
coupling
sleeve
Wedge-locking
1 coupling sleeve
(Fig. 3.2.1.1*) 1 (Fig. 3.2.1.2) (Fig. 3.2.2) 1 (Fig. 3.2.3)
Bar size range I #8-#18 / #7-#18 #11-#18 / #7-#18
Coupling sleeve
-.
1
1
Connects different bar i I I
jsizes
/
Yes Yes Yes ’ Yes
Clear spacing
j #18 I 1’4 dh ! *1:x. d I ‘4 dh / 1 C’Z d,,
required between
I
j #14 1!‘.d 1 ‘4 d, 1’4 d* 1 I ‘4 dh
adjacent connections _ L 1 I _I I
#11 I”- d- D 1‘/:d 1b , 1 I/. d“ b
Minimum dowel projection 6 in.l-
6 in. i 1m. i 6 in.
#18 coupling sleeve
installation
requirements
(normal)
Coupling sleeve side wall
thickness (nominal) Nil Nil ‘$ in. Nil
Cut square within 11
/2 dcg Yes Yes No Yes
Remove
concrete
and loose
Cleaning-special cleaning No No rust No
I
Bar-end preparation Predrying/heating No No Yes I No _
Thread cutting/rolling No No No No
Remove
Special coating
removal (epoxy, zinc)
Hand-held tools
adequate
Special tools required
No
Yes
No
No
Yes
No
coatings
2 in. above
sleeve
No
Yes
No
Yes
No
Installation tools Weather restrictions No No Bars must
be dry
No
Fire precaution
Ventilation required
No No Yes No
No No Yes No
*Reference figure.
‘1 in. = 25.4 mm.
d,, = nominal diameter of bar.
3.2.1 Bolted steel coupling sleeves--There are two
types of bolted steel coupling sleeves, as shown in Fig.
3.2.1.1 and 3.2.1.2. Lateral clamping action produced
by the bolt-tightened coupling sleeves assures concen-
tric bearing of the mechanical-connected bars. The only
tool needed to install these coupling sleeves is a wrench.
Fig. 3.2.1.1-Solid-type steel coupling sleeve
3.2.1.1 Solid-type steel coupling sleeve-These
coupling sleeves are cylindrical shells with split flanges
at one side. Bolts are inserted through holes in the
flange and drawn up, pulling the coupling sleeve tightly
around the square cut bars (Fig. 3.2.1.1).
In the installation procedure, the coupling sleeve is
placed on the lower bar and the lower bolt drawn up to
lock the coupling sleeve on the bar. The upper bar is
lowered into the coupling sleeve and the bar is seated.
Inspection is through center holes in the side of the
coupling sleeve from where both the centering of the
sleeve and the seating of the bars can be observed. The
remaining bolts are then drawn up tightly. Bolting may
be done with either a hand wrench or a power tool.
Coupling sleeve lengths range from 8 in. (203 mm) to
12 in. (305 mm), depending on the bar sizes to be
spliced. Special transition wedges are available for in-
sertion into the sleeve to allow for splicing bars of dif-
ferent sizes, even for bars which differ by two sizes,
e.g., #11 to #18. The flange section of the mechanical
connection device should be arranged at the back of the
bar to maintain concrete cover at the form line and
clear spacing between the bars. There must be suffi-
cient space to work on the side where the mechanical
connection flange is located or to allow for the inser-
Table 3.2 - Tension-compression mechanical connections
Cold-swaged
Cold-swaned coupling sleeve with Extruded steel
steel coupling threaded ends acting coupling
sleeve (Fig. as a coupler (Fig. sleeve
3.3.1*) 3.3.2 and 3.4.4) (Fig. 3.3.3)
Coupling sleeve/
coupler
Clear spacing
required between
adjacent connections
# 18 coupling sleeve/
coupler installation
requirements
(normal)
Bar-end preparation
Installation tools
Bar size range
I I I
#3-#18 #3-#18 #5-#18
Connects different
bar sizes I Yes I Yes I Yes
#18
#14
#11
Minimum dowel
projection
Coupling sleeve/
coupler length
2% in.
2% in.
2 in.
12 in.
12 in.
1% in.
1 in.
1 in.
None
14 in.
5% in.
41/2 in.
41/2 in.
213/4 in.
12% in.
Coupling sleeve/
coupler maximum
diameter/across
corners
Coupling sleeve/
coupler side wall
thickness (nominal)
3% in. 35/8 in. 3% in.
s/s in. x6 in. 5% in.
Cut square within
11/2 deg No No No
Cleaning-special
cleaning
Predrying/heating
No No No
No No No
Thread cutting/
rolling I No I No I No
I I I
Special coating
removal (epoxy,
zinc)
Hand-held tools
adequate
Special tools
required
Weather restrictions
Fire precaution
Ventilation required
No
No
Yes
No
No
No
No
Yes
No
No
No
No
No
No
Yes
No
No
No
Hot-forged steel Grout-filled
coupling sleeve coupling sleeve
(Fig. 3.3.4) (Fig. 3.3.5)
#5-#18 #5-#18
Yes Yes
11/2 db 4.72 in.
11/2db 3.90 in.
I’/ db 3.50 in.
(V)-18 in.
(H)-20 in. 18 in.
9 in. 36% in.
4% in.
% in.
No
Remove loose
particles
4% in.
l/2 in.
No
No
Yes
grout
pump
thread-deformed
11/2 db
1% db
1% db
4 and 71/ in.$
8 and 15 in.$
11/2 db
11/2 in.
11/2 db
37/8 in.
7 in.
31/2 in. 35/8 in.
I
s% in.
No/Yes*
l/2 in.
No
Remove
No I concrete and
loose rust
No Yes
1
No
No
Yes:<#11
No:>#ll
Yes
No
No
No
No
Yes
No
Yes
Bars must
be dry
Yes
Yes
Taper-threaded
steel coupler
(Fig. 3.3.8)
#4-#18
Integrally-
forged coupler
with upset NC
thread
(Fig 3.4.1)
#4-#11
Yes
1% in.
1% in.
11/2 in.
Yes
NA
NA
11/2 in.
3% in. NA
6% in. NA
3 in. NA
Varies
Min. W in. NA
No No
No No
No No
Yes** No
No No
Yes Yes
No No
No
No
No
No
No
No
*Reference Figure(s).
+Accepted for general use for tension-only, pending current experimental work in progress to evaluate the general applicability to connecting longitudinal reinforcement in compression.
‘#4-#14 meet ACI 318, Section 12.14.3.
#When jam nuts are used.
**Bar-end threading normally done by bar fabricator.
1 in. = 25.4 mm.
db = nominal diameter of bar.
Three-piece
coupler with
NC thread
(FF4 32.i.9,
and’ 3.4.2.2)
#4-#18f
Yes
1% in.
1 in.
1 in.
4 in.
6 in.
3 in.
NA
No
No
No
Yes
No
Yes
No
No
No
No
t
.a
%
Q
Steel
coupling
sleeve with
wedge’
(Fig. 3.5.1)
#3-#7
No
NA
NA
NA
NA
No
No
Hydraulic
wedge
driver
No
No
No
REINFORCING BARS
REDUCER INSERT -
(To be used when bars are
o f different diameters)

Fig. 3.2.1.2-Strap-type steel coupling sleeve
SLEEVE
Fig. 3.2.2-Steel-filled coupling sleeve, compression
only
tion of the tightening tools from outside. A clear spac-
ing of 2 in. (50 mm) or more between bars should nor-
mally provide for an efficient work operation from
outside the cage of reinforcing steel.
3.2.1.2 Strap-type steel coupling sleeve-These
coupling sleeves are approximately a half-cylindrical
shell with a bent flange at one side and slots along the
other side. L-shaped straps clip through the slots of the
coupling sleeve and are bolted to the flange (Fig.
3.2.1.2).
Coupling sleeve lengths vary with bar size up to 12
in. (305 mm) for #18 bars. Special adapter wedges are
available for insertion into the coupling sleeve to allow
for mechanically connecting bars of different sizes.
Installation procedures, clear spacing between bars,
and work space requirements are similar to those de-
scribed previously for the solid-type sleeve.
3.2.2 Steel-filled coupling sleeve-A steel-filled cou-
pling sleeve is available for compression-only applica-
tions (Fig. 3.2.2). The configuration of this coupling
sleeve and its installation procedure are the same as the
description of the steel-filled coupling sleeve that is
given under tension-compression connections (Section
3.3.6) and will not be repeated here.
Fig. 3.2.3-Wedge-locking coupling sleeve
439.3R-7
WEDGE
Steel-filled coupling sleeves are available to connect
bar sizes # 11, # 14, and # 18. Transition mechanical con-
nections for different bar sizes can be made with spe-
cial inserts, varying up to two sizes, e.g., #ll to #18.
Bar ends do not require special end preparation; how-
ever, a bar-end check is recommended to prevent fit-
ting problems in the field between the inside of the
sleeve and the most outstanding bar deformation. The
ends can be shear cut, or flame cut because the molten
filler metal (steel) fills the space between the ends of the
bars to insure bearing. Although intended for compres-
sion-only applications, this coupling sleeve by its na-
ture is capable of developing some tensile strength, but
it is not intended to resist significant tensile loading.
Bars can be connected in a vertical, horizontal, and di-
agonal position. A clear spacing of 1 l/z nominal bar di-
ameters is required to provide clearance for the con-
necting equipment.
The difference between this steel-filled coupling
sleeve for compression-only applications and the ten-
sion coupling sleeve is in the length of the sleeve. For
example, a 3 in. (76 mm) long coupling sleeve is used
for connecting #18 bars in compression only, while a 9
in. (229 mm) long coupling sleeve is used for the ten-
sion mechanical connection.
3.2.3 Wedge-locking coupling sleeve--A wedge-lock-
ing coupling sleeve holds the abutting bar ends in con-
centric bearing by lateral clamping action when the
wedge is driven onto the sleeve (Fig. 3.2.3.). These
coupling sleeves are cylindrical, with flattened collar
439.3R-8 MANUAL OF CONCRETE PRACTICE
flanges that are formed to provide a tapered opening
that extends nearly full length of the shell. A flat
wedge-shaped piece with the edges wrapped around to
grip the collar flanges is designed to slide down over the
coupling sleeve flanges.
During installation, the coupling sleeve is placed over
the lower bar, and the bottom clamp is tightened with
a wrench to secure the sleeve. The flat wedge is slipped
over the coupling sleeve flanges and slid down by hand.
Next, the upper bar is placed in the coupling sleeve and
the bar is seated. Finally, the wedge is driven down with
a hand sledgehammer. Inspection is through a center
hole in the side of the coupling sleeve from where both
the centering of the sleeve and the seating of the bars
can be observed.
Coupling sleeve lengths vary between 5 ‘/2 and 12 in.
(140 and 305 mm) depending on the bar sizes to be
connected. Reducer inserts are available for connecting
different bar sizes.
The flange and wedge lock should be arranged at the
back of the bars or the side to maintain concrete cover
at the form line. Clear bar spacing should be at least 3
in. (76 mm) to provide for clearance for the worker to
drive the wedges tight.
3.3-Tension-compression mechanical
connections
Nine types of commercially available couplers are
described in terms of the following:
1. Configuration.
2. Capability of connecting bars of different sizes.
3. Preparation of bar ends.
4. Positions of mechanical connections.
5. Equipment, tools, and materials required to make
mechanical connections.
6. Installation procedure.
All manufacturers claim full tension-compression ca-
pability per Section 12.14.3.4 of ACI 318. Dowel bar
mechanical connection systems are addressed in Sec-
tion 3.4.
3.3.1 Cold-swaged steel coupling sleeve--A cold-
swaged steel coupling sleeve consists of a seamless steel
tube which slips over the ends of two reinforcing bars
and is deformed onto the reinforcing bar profile to
produce mechanical interlock (Fig. 3.3.1). Bar sizes #3
through #18 can be connected together plus certain bars
of different sizes.
A hydraulic press fitted with a removable two-piece
die set is used for field installation. The die set uni-
formly deforms the coupling sleeve onto the reinforc-
ing bar in a series of overlapping pressings along its
length (Fig. 3.3.1). Field-type presses, including dies,
weigh between 20 and 230 lb (9 and 105 kg). They come
with lifting handles or eyebolts as appropriate for sup-
port in vertical, horizontal, and diagonal positions from
formwork, scaffold, or the reinforcing bar itself.
Larger bench-type presses with adjustable stops and
insertion probes are available for fieId or shop use.
These machines, which weigh approximately 1600 lb
(726 kg), can be used to swage a coupling sleeve onto
Fig. 3.3.1-Cold-swaged steel coupling sleeve
(a) Two-piece
(b) Three-piece
(c) Transition
Fig. 3.3.2-Cold-swaged steel coupling sleeves with
threaded ends acting as a coupler
the end of a reinforcing bar prior to placing it onto the
other. Adaptor kits allow the field presses just de-
scribed to be used in the same way.
No special bar end preparation is required, so ends
can be sheared, sawed, or flame cut; however, a bar-
end check is recommended. Bars can be connected from
any orientation since special positioning of the press
around the bar is not required.
For very closely spaced bars, access of the equipment
to make the mechanical connections should be checked
with the manufacturer.
3.3.2 Cold-swaged steel coupling sleeve with threaded
ends acting as a coupler-This type of coupler consists
of two pieces, in addition to the bars connected, both
of which are manufactured from a seamless steel tub-
ing. Each piece meets the definitions of both a cou-
pling sleeve (the unthreaded portion) and a coupler (the
threaded portion). The female coupler has a precut
thread inside one half; a preformed male coupler has a
thread to match [Fig. 3.3.2(a)].
REINFORCING BARS 439.3R-9
Fig. 3.3.3-Cutaway of extruded steel coupling sleeve
Fig. 3.3.4-Hot-forged steel coupling sleeve
The bar ends may be sheared, sawed, or flame-cut;
however, a bar-end check is recommended. Reinforc-
ing bars are correctly positioned inside the couplers by
means of internal stops. The couplers are deformed
onto the bar profile to produce mechanical interlock.
The coupling sleeves/couplers are waged on the re-
inforcing bar using a bench press or a field-type press
as described in Section 3.3.1. The waging can take
place on the jobsite or at a fabricator’s plant. A single
pressing per coupler half is needed to install most bar
sizes when using a bench press.
A tapered shoulder on the leading thread on the male
coupler helps to align the threads before rotating one of
the two bars. No special equipment is needed for this
operation. Because threads are cut on the couplers and
not on the reinforcing bar, the cross-sectional area of
the bars is not reduced.
Another type of coupler consists of two threaded fe-
male ends and an interconnecting steel stud. This three-
piece variation is used where neither reinforcing bar can
be rotated to engage the threads (e.g., where bars arc
bent). The stud has a right-hand thread on one end and
a left-hand thread on the other. Rotating the stud
draws the two female couplers together [(Fig. 3.3.2(b)].
Bar sizes #3 through #18, including transition sizes
[Fig. 3.3.2(c)], can be joined by either the two-piece or
three-piece type couplers. Weldable female connectors
are available for connections to structural steel mem-
bers.
These types of couplers are generally swaged before
placing the reinforcing steel.
3.3.3 Extruded steel coupling sleeve-This type of
mechanical connection consists of a steel coupling
sleeve, which is hydraulically cold, extruded over both
ends of the butted reinforcing bars in one operation.
First, the coupling sleeve is slipped over the ends of the
butted reinforcing bars and fixed to one of them by
tightening a setscrew. A hydraulic extruder then pushes
a drawing die over the entire length of the coupling
sleeve, causing the coupling material to flow tightly
around the deformations of both reinforcing bars. An
extruded coupling sleeve connection is shown in Fig.
3.3.3.
Any type of deformed reinforcing bar, from size #5
through #18, may be connected with this method. Ex-
truded transition coupling sleeves for connecting bars
of the next size are also available. The bar ends may be
cut by any available method; however, a bar-end check
is recommended. Reinforcing bars in any position,
from vertical to horizontal, may be connected.
The hydraulic extruders are available for use at con-
struction sites. They come together with the corre-
sponding die sets, hydraulic pump, and spring load
balancer, for the sizes of the reinforcing bars to be
spliced. The extruders weigh 125 lb (57 kg) for #5 to #9;
500 lb (227 kg) for #10 to #14; and 1000 lb (454 kg) for
#18. The extruder is designed to be suspended with a
spring load balancer, in whatever position is required.
3.3.4 Hot-forged steel coupling sleeve-This type of
coupling sleeve consists of a specially machined malle-
able steel sleeve which slips over the ends of the rein-
forcing bars being connected and is deformed to the bar
configuration (Fig. 3.3.4)
Installation of the coupling sleeve requires a special
forge or furnace for heating the sleeve, and a hydraulic
pump and press for deforming the sleeve. The proce-
dure for installation is to set a support clamp on the
lower bar at a predetermined location, set the hydraulic
press in position, place the heated coupling sleeve over
the bar to be connected, place the other bar into the
coupling sleeve, and deform the sleeve with the hy-
draulic press, while the sleeve is still hot.
No special end preparation of the bars is required, so
the ends can be sheared or flame cut. However, a bar-
439.3R-10 MANUAL OF CONCRETE PRACTICE
end check is recommended, and the ends of the bars
must be dry and cleaned of any foreign matter or ep-
oxy coating before being connected.
The coupling sleeves are preheated in a proprietary
gas-heated furnace to approximately 2000 F (1093 C).
The furnace is approximately 4 ft (1.2 m) high by 3 ft
(0.9 m) square and weighs about 500 lb (227 kg). The
furnace can handle about 200 lb (91 kg) of mechanical-
connection steel per hour.
Coupling sleeves are available to splice bar sizes
ranging from #5 to #18 Transition splices for different
bar sizes can be made. The mechanical connection
length varies with bar size up to 9 in. (229 mm) for #1 8
bars. A clear spacing of 1I/5 bar diameters is needed to
provide space for the connecting equipment. Some
consideration should be given to the location of the
mechanical connections, as the oven must be near the
work area. The gas containers must also be located rel-
atively close to the work area. Sufficient space should
be available to provide for this equipment and addi-
tional scaffolding may be required in some instances.
As flammable materials are involved in the work area,
consideration must also be given to fire protection.
3.3.5 Grout-filled coupling sleeves-Grout-filled
coupling sleeves consist of double-tapered frustum-
shaped steel sleeves with deformations similar to rein-
forcing bar patterns on the inner wall (Fig. 3.3.5). A
nonshrink, high-strength, proprietary mortar grout is
introduced into the coupling sleeve and around the bars
using a low-pressure grout pump. Special preparation
of the bar ends is not required. Bar ends may abut or
be separated up to 1 in. (25 mm). This coupling may
also be epoxy-coated or zinc-coated and may be used to
connect epoxy-coated and zinc-coated bars.
The grout-filled coupling sleeve is designed to achieve
a minimum of 125 percent of the yield strength of
Grade 60 reinforcing bars. However, couplings for bar
sizes #14 and #18 may be used as manufactured for
mechanically connecting either Grade 60 or Grade 75
bars. To mechanically connect other size Grade 75 re-
inforcing bars, one size larger sleeve than that corre-
sponding to the coupling specified for the correspond-
ing Grade 60 bar size is used. With this coupling sleeve,
bars varying by two sizes may be mechanically con-
nected.
The grout-filled coupling sleeve is used to splice ver-
tical bars by placing the sleeve over the lower bar until
it contacts the reinforcing bar stop inside the sleeve,
filling the sleeve with a cementitious grout, then insert-
ing the upper bar fully and supporting it until the grout
is strong enough to support the bar. It is used to splice
horizontal bars by inserting the ends of both bars into
the sleeve the proper length, sealing the sleeves at each
end, and filling the sleeves with grout by means of
pressure-grouting.
The grout-filled coupling sleeve is particularly appli-
cable to precast concrete, in which a bar is inserted into
the sleeve to the reinforcing bar stop and both ends of
the sleeve are sealed. The assembly is held in place in
the forms, and concrete for the precast element is
Fig. 3.3.5-Grout-filled coupling sleeve
placed. The connecting precast element is cast with
projecting bars that are inserted into the sleeves at the
interface. The system can be assembled by prefilling the
grout in the coupling sleeves in vertical applications.
They may be post-grouted with a grout pump for both
vertical and horizontal applications.
Special precautions must be taken to insure that
movement does not take place after any of the grouting
operations until sufficient strength in the grout is
achieved to permit removal of supporting devices.
Braces, shores, cables, and other types of supports are
used for this purpose. Typical grout strength of 3000 to
5000 psi (21 to 34 MPa) may be achieved in 24 hr, de-
pending upon temperature. Precast elements may thus
be assembled without any closure pour or formwork.
Spaces between precast elements are grouted with non-
shrink mortars.
3.3.6 Coupler for thread-deformed reinforcing
bars-A reinforcing bar conforming to ASTM A 615,
except for markings, with rolled-on deformations
forming a thread is used. The reinforcing bars can be
mechanically connected, using threaded couplers and
nuts as shown in Fig. 3.3.6. This mechanical connec-
tion is available in sizes from #6 through #18. Accesso-
ries to provide end anchorages in concrete are also
available.
REINFORCING BARS 439.3R-11
Fig. 3.3.6-Coupler for thread-deformed
bars
reinforcing
Fig. 3.3.7-Steel-filled coupling sleeve, tension-com-
pression
The bars are mechanically connected together using
one of two methods:
1. In installations where one of the two bars can be
turned, a coupler sleeve is engaged on the ends of the
two opposing bars, and the two bars are tightened
against each other. For mechanical connections work-
ing in compression, the bar ends must be perpendicular
to within 1’55 deg and may be either saw cut or abra-
sion wheel cut.
2. In installations where neither of the bars to be
connected can be turned, the coupler is engaged on the
end of the two opposing bars and a jam nut is tight-
ened against each end of the coupler as shown in Fig.
3.3.6. In this case, bars may be cut by any available
means, including shear, torch, or abrasion cutoff
wheel.
In all mechanical connections described, the assem-
bly components are torqued together. Torque values
range from 150 to 750 ft-lb (203 to 1016 Nm) for the #6
through #l 1 sizes, and are 1500 and 3000 ft-lb (2032
and 4065 Nm) for the #14 and #18 sizes, respectively.
Hydraulic torque wrenches are available to achieve the
larger torque values. Required torque values may be
less, depending on specific project requirements. No
special cleanliness requirements for the bar ends apply.
Different size bars can be spliced. Bars should have a
clear spacing of 1 l/r bar diameters to provide room for
tightening.
3.3.7 Steel-filled coupling sleeve-The steel-filled
coupling sleeve consists of a cylindrical steel shell with
machined interior grooves into which a molten steel
filler material is introduced. Loads are transferred
across the mechanical connection via the filler material
to the coupling sleeve (Fig. 3.3.7). Coupling sleeves and
prepackaged filler material packets are also available to
provide mechanical connections that work in tension-
compression (or compression-only-see Section 3.2.2).
Except for a bar-end check, no special bar-end prep-
aration is required. Sheared or flame-cut bar ends are
acceptable, since forces are transmitted through the
Fig. 3.3.8.1-Cutaway of taper-threaded steel coupler
Fig. 3.3.8.2-Taper-threaded steel coupler for straight
bars
filler material. Ends of bars must be dry and cleaned of
any foreign matter or epoxy coating before being con-
nected.
The installation procedure is to slide the coupling
sleeve over one bar, position the other bar, and then
center the coupling sleeve over the bar ends. A pouring
basin and crucible are attached to the coupling sleeve
and a filler material packet is placed in the crucible and
ignited. The exothermic reaction created produces a
molten metal that flows into the coupling sleeve, filling
the void between the coupling sleeve and reinforcing
bars and the bar ends.
Space required between bars is dependent on bar size.
Minimum clear distance between exterior rows of ver-
tical bars to be mechanically connected varies from 2 to
2% in. (51 to 64 mm). Because an exothermic reaction
is involved, consideration must be given to fire protec-
tion in the work area. Adequate ventilation should be
provided where natural air flow is not sufficient, or if
the new “smoke eater’” is not being used to prevent
concentration of smoke. Because exothermic reactions
can be somewhat violent, care must be taken by work-
ers in the immediate area.
3.3.8 Taper-threaded steel coupler-Taper-threaded
steel couplers have internal tapered threads. They re-
quire matching tapered threads on the ends of the re-
inforcing bars (Fig. 3.3.8.1). The tapered thread elimi-
nates possible thread damage or jamming before full
thread engagement is achieved. There are two manu-
facturers of this coupler, called Manufacturer A and
Manufacturer B herein. The particular type of thread
used by each manufacturer differs, so that their prod-
ucts are not interchangeable.
Both manufacturers make a coupler intended to con-
nect straight bars where the ends of the bars are free to
turn (Fig. 3.3.8.1 and 3.3.8.2). Both manufacturers also
make a coupler with a special integral collar. This cou-
pler is used for mechanically connecting bent or curved
bars where the ends of the bars cannot be turned (Fig.
3.3.8.3). Both manufacturers also have couplers to
MANUAL OF CONCRETE PRACTICE439.3R-12
Fig. 3.3.8.3-Taper-threaded steel coupler with collar
connect reinforcing bars to structural steel members, or
for use as end anchorages in concrete (Fig. 3.3.8.4).
Thread cutting of the bar ends can be done by ma-
chine at the reinforcing bar fabricator’s shop or in the
field. The threaded ends of the bars must be protected
against damage during shipping and handling until the
bars are connected.
Bars can be mechanically connected in any position.
Installation is performed by threading the coupler on
one bar and fitting the matching bar into the coupler.
A pipe wrench is used to torque the connection, and a
torque wrench is used to verify the tightness. For #14
and #18 bars, the minimum torque required is 200 ft-lb
(270 Nm). Due to the take-up of the tapered threading,
about four to five turns are required to tighten the me-
chanical connection.
Manufacturer A-Couplers are available from Man-
ufacturer A for mechanically connecting #7 through
#18 bars. Mechanical connections of different bar sizes
can be made. A clear spacing between bars of 155 in.
(38 mm) is normally needed to insert the movable jaw
of a pipe wrench that grips and turns the coupler or
bar. The outside diameter of the coupler for straight
bar applications varies from l& in. (33 mm) for a #7
bar to 3 in. (76 mm) for a #18 bar. The outside diame-
ter of the coupler for use with bent or curved bars is
slightly larger.
Manufacturer B-Couplers are available from Man-
ufacturer B for mechanically connecting #4 through #18
Fig. 3.3.8.4-Taper-threaded anchorage connections
Fig. 3.3.9-Three-piece coupler with NC threads
bars. A clear spacing between bars of 1% in. (38 mm)
or at least 11/4 bar diameters is normally needed to in-
sert the movable jaw of a pipe wrench that grips and
turns the coupler or bar. Overall diameter of the cou-
pler across the flats varies from 1 ‘/x to 2 I:{,, in. (29 to
75 mm).
3.3.9 Threaded couplers with standard national
coarse threads-These steel couplers have internally
machined threads and require matching exterior threads
on the ends of the reinforcing bars. Fig. 3.3.9 illus-
trates a three-piece coupler. (The three pieces are the
coupler plus the two reinforcing bars). There is also a
two-piece (two reinforcing bars) integrally forged cou-
pler similar to the coupler shown in Fig. 3.4.1, but
without the flange shown. The matching external
threads may be machined or rolled. Roll-threading
would be expected to increase the bar strength some-
what through cold work, but this effect is not quanti-
REINFORCING BARS 439.3R-13
Fig. 3.4.1-Integrally-forged coupler with upset NC
threads
tatively predictable. Therefore, the specified reinforc-
ing bar should be sized on the basis of specified yield
strength (psi) and the net area, unless suitable testing
and quality control procedures are able to justify a less
conservative evaluation of bar strength at the threads.
Threading a bar end will reduce the cross section of
the nominal bar by approximately 15 to 25 percent de-
pending on the thread size. The effect of the area re-
duction on strength may be offset by specifying a
higher grade material, by increasing the specified bar
diameter, or by upsetting the threaded ends propor-
tionally to the thread reduction. However, it must be
cautioned that just using a stronger or a size larger re-
inforcing bar could prove unsatisfactory for a seismic
joint if the cross section through the threads ruptures
before the unthreaded portion of the bar yields.
Threading of the bar ends can be prefabricated by
coupler suppliers or may be accomplished in the field.
Actual strength obtained from field-threaded connec-
tions should be verified. Precautions should be taken to
protect the ends of the bars during shipping and han-
dling. Bar lengths up to 40 ft (12 m) are available in all
sizes from #4 through #18 with compatible steel cou-
plers. A common installation practice is to connect the
coupler to at least one bar end prior to reinforcing bar
placement. The coupler may have a thread stop to as-
sure proper thread engagement of the matching rein-
forcing bars. Use of a pipe wrench may be necessary to
abut the matching bar against the thread stop. The
outside diameter of the coupler varies from % in. (19
mm) for the #4 to 3 in. (76 mm) for the #18 bar.
3.4-Dowel bar mechanical connection systems
Dowel bars are employed at construction joints to
transfer tension and/or compression across these joints
between reinforcing bars on either side of the joints.
The following information does not apply to a me-
chanical connection of a reinforcing bar on one side of
the joint with some other type of anchorage device on
the other side of the joint.
Several manufacturers make dowel-bar mechanical
connections. All are flanged couplers that achieve the
same full tension-compression capability as the ten-
sion-compression connections in the previous section.
The flanged couplers have holes that permit nailing
them to the sides or ends of the formwork. In each
case, the coupler with internal threads permits thread-
ing a dowel bar or long length of reinforcing bar.
These systems have the advantage of permitting con-
tinuity of reinforcement across construction joints
without formwork penetration. These systems elimi-
nate the projecting bar, which can interfere with con-
struction and can be a cause of accidents.
There are four different systems for dowel-bar con-
nections. Although each is specifically designed for
connecting bars to dowel bars, nothing precludes their
use as an ordinary tension-compression mechanical
connection device as covered in Section 3.3.
3.4.1 Integrally forged coupler--In this system, the
mechanical connection device is manufactured directly
from two reinforcing bars. This is an extension of the
integrally forged two-piece coupler described in Section
3.3.9. Each reinforcing bar composing the mechanical
connection is altered by a manufacturing operation that
produces a female or male portion suitable for con-
necting the two bars. One reinforcing bar is forged to
provide one end with an integrally flanged coupler with
internal threads. Another reinforcing bar (the dowel
end) has an integrally forged upset end with external
threads. This coupling system is shown in Fig. 3.4.1.
The dowel end has a standard thread size larger than
the nominal diameter of the reinforcing bar. The thread
size is such that the system is capable of achieving the
minimum tensile strength of 90,000 psi (620 MPa) for
Grade 60 reinforcing bars. For #4 through #7 reinforc-
ing bars, the threads are standard national coarse (NC)
series l/8 in. (3 mm) larger than the nominal diameter.
For #8 through #1 1 bars, the threads are NC series at
eight threads per inch of llYi, 1 l/J, I &,, and 1 I’{(> in. (29,
32, 37, and 40 mm) diameter, respectively. The flanged
coupler is forged on a reinforcing bar of the same size
as the dowel-end bar with matching threads.
The female piece and the male piece can be obtained
straight or with a 90-deg hook having the desired di-
mensions. A bar with a coupler at each end can trans-
fer continuity of reinforcement across construction
joints at two opposite faces of a member.
In the event a transition mechanical connection is re-
quired, the female piece can be formed on a larger bar
with appropriately matched threads to accommodate
the smaller step-down dowel-end bar.
3.4.2 Separate coupler with standard threads- In this
system a separate flanged coupler is used as shown in
Fig. 3.4.2.1 and 3.4.2.2. This is an extension of the
three-piece coupler shown in Fig. 3.3.9 and described in
Section 3.3.9.
The coupler in Fig. 3.4.2.2 is fabricated from mate-
rial conforming to ASTM A 108 and has an internal
positive stop at midlength. The stop assures that the re-
inforcing bar threaded from each end is threaded to the
MANUAL OF CONCRETE PRACTICE
Fig. 3.4.2.1--Separate coupler with standard threads
proper depth. The square flange plate is swaged or
welded to one end of the coupler. The standard coupler
has the same thread size on each side of the stop. Tran-
sition couplers with different thread sizes on each side
can be obtained by special order if two sizes of rein-
forcement are to be mechanically connected.
Grade 60 reinforcing bars conforming to ASTM
A 615 are threaded with a standard thread series of the
same or similar size as the nominal bar diameter.
Threading for #4 through #9 bars use the standard NC
series threads, whereas the #10 and #ll bars are
threaded with the NC series which has eight threads per
inch. Since standard threading of standard reinforcing
bars is employed, the threaded bars may be fabricated
locally or may be purchased from the coupler manu-
facturer.
In an extension of the system, a bent reinforcing bar
is cast in concrete with the flange coupler attached to
the bulkhead form face. After the formwork is re-
moved, the straight bars are turned into the flange cou-
pler to extend the reinforcing bar. These couplers are
available for #4 through #18 bars with the appropriate
consideration for loss of area due to threading of the
reinforcing bars. Reducer flange couplers are also
available to connect reinforcing bars of different di-
ameters.
Since the section at the extended threads is less than
that of the reinforcing bar, the strength of the system is
limited by the section at the threads or by the coupler
itself. If the full strength of a certain size reinforcing
bar is required, it is necessary to upset the bar end be-
fore threading or to use a reinforcing bar that is one
size larger or that is fabricated from a stronger steel. It
is also necessary to use a mechanical connection device
one size larger to achieve the force capacity required by
Section 12.14.3.4 of ACI 318. However, it must be
cautioned that just using a stronger or one size larger
Fig. 3.4.2.2-Separate coupler with standard threacls
Fig. 3.4.3-Coupler for thread-dqformed reinforcing
bars
Fig. 3.4.4-Cold-swaged steel coupler with nail-on
flange connector
reinforcing bar could prove unsatisfactory for a seismic
joint if the cross section through the threads ruptures
before the unthreaded portion of the bar yields.
3.4.3 Coupler for thread-deformed reinforcing
bars-This system is an extension of the system shown
in Fig. 3.3.6 and described in Section 3.3.6. A hexago-
nally shaped coupler with a triangular shaped flange as
shown in Fig. 3.4.3 is used to provide dowel connecting
capability. Since the reinforcing bar is a special bar with
thread-like deformations, no special end preparation of
the bars is required, except that either the bar ends
must be within 1 ‘ deg of square or jam nuts must be
employed.
These couplers are available for #6 through #11 bars.
The extension bar, if straight, is typically torqued tight
against the bar embedded in the concrete. If the exten-
sion bar is bent or hooked, a jam nut is employed to
make the bar tight to the coupler while maintaining the
desired orientation.
3.4.4 Cold-swaged steel coupler--The cold-swaged
coupler shown in Fig. 3.4.4 is basically the same as the
female coupler with threaded ends covered in Section
3.3.2 and shown in Fig. 3.2.2. These couplers have
REINFORCING BARS 439.3R-15
Fig. 3.5.1-Steel coupling sleeve with wedge
flanges with holes for nailing to wooden forms, as do
the other dowel bar connections. Steel bolts can be used
to attach these couplers to a steel bulk head.
3.5-Tension-only mechanical connection
Only one mechanical connection with a tension ca-
pability, as defined by ACI 318, Section 12.14.3.4, and
as yet with no presently assigned compression capabil-
ity, is described in the following paragraph. This type
of mechanical connection has been used in situations
where the reinforcement is required only for tension,
such as column ties, stirrup-ties, flexural reinforcement
in bridge decks and slabs on grade, or shrinkage-tem-
perature reinforcement.
3.5.1 Steel coupling sleeve with wedge-The steel
coupling sleeve with a hydraulically driven wedge is de-
signed primarily for mechanical connection of the
smaller diameter reinforcing bars, sizes #3 through #7.
The steel coupling sleeve is oval in cross-section, per-
mitting the overlapping of two reinforcing bars of the
same diameter in the coupling sleeve as shown in Fig.
3.5.1. Each bar extends out of the sleeve about one bar
diameter. After the coupling sleeve is correctly posi-
tioned, a wedge-shaped round pin is driven through a
hole in the flat face of the sleeve. The wedge passes be-
tween the reinforcing bars and extends through a hole
opposite the hole of insertion. The wedge pin is driven
with a hand-held hydraulic ram. For connecting epoxy-
coated bars, two couplings in tandem are required. This
connector is presently rated only in tension, as current
experimental work is in progress to evaluate the general
applicability of this mechanical connection device to
primary longitudinal reinforcement in compression and
to verify that the eccentricity of the connected bars
would not tend to spall the concrete.
CHAPTER 4-SUMMARY
Basic information about mechanical connections is
presented together with information on mechanical
connection devices currently available in North Amer-
ica.
The structural engineer should also consider these
points:
1. Where no special requirements or job conditions
exist that either favor or preclude the use of a particu-
lar mechanical connection device, project specifications
should be left open to assure competition and lowest
cost to the owner.
2. Performance data should be secured directly from
the manufacturers of the mechanical connection de-
vices.
3. It may be necessary to determine whether particu-
lar mechanical connection devices are acceptable to lo-
cal code or building officials, or are appropriate for
certain conditions of inelastic behavior or repeated re-
verse loading such as must be considered in seismic de-
sign.
4. Availability of required materials and equipment
and service capabilities of the suppliers should be re-
viewed prior to specifying particular mechanical con-
nection devices.
CHAPTER 5-REFERENCES
5.1-Recommended references
The documents of the various standards-producing
organizations referred to in this report are listed below
with their serial designations.
American Association of State Highway and Transpor-
tation Officials (AASHTO)
Standard Specifications for Highway Bridges, 13th Ed.,
1983
American
301-89
318-89
318R-89
349-85
359-83
Concrete Institute (ACI)
Specifications for Structural Concrete for
Buildings
Building Code Requirements for Reinforced
Concrete
Commentary on Building Code Require-
ments for Reinforced Concrete
Code Requirements for Nuclear Safety Re-
lated Concrete Structures
Code for Concrete Reactor Vessels and
Containments (published as Section III, Di-
vision 2, of the ASME Boiler and Pressure
Vessel Code, American Society of Mechani-
cal Engineers, 345 E. 47th Sy., New York,
NY 10017)
American Society for Testing and Materials (ASTM)
A 108-89 Standard Specification for Steel Bars, Car-
bon, Cold-Finished, Standard Quality
A 615-89 Standard Specification for Deformed and
Plain Billet-Steel Bars for Concrete Rein-
forcement
A 706-89 Standard Specification for Low-Alloy Steel
Deformed Bars for Concrete Reinforcement
American Welding Society
ANSI/AWS D1.4-79 Structural Welding Code-Rein-
forcing Steel
439.3R-16 MANUAL OF CONCRETE PRACTICE
These publications may be obtained from the following
organizations:
American Association of State Highway and Transpor-
tation Officials
444 North Capitol Street, NW
Suite 225
Washington, DC 20001
American Concrete Institute
PO Box 19150
Detroit, MI 48219
ASTM
1916 Race Street
Philadelphia, PA 19103
American Welding Society
PO Box 351040
Miami, FL 33135
5.2.Cited reference
1. Gustafson, D. P., “Welded Splices of Reinforcing Bars,” Con-
creteConstruction,V. 26, No. 10, Oct. 1981, pp. 807, 809, 810, and
812.
ACKNOWLEDGMENTS
The following manufacturers are to be thanked for permitting the
committee to exhibit a picture or sketch of their product in this re-
port.
Fig. 3.2.1.1- Harris Rebar, Inc., Stricon Products Div., Stoney
Creek, Ontario, Canada.
Fig. 3.2.1.2 and 3.2.2-EricoProducts, Inc., Cleveland, OH.
Fig. 3.2.3-Gateway Building Products, Chicago, IL
Fig. 3.3.1 and 3.3.2-Barsplice Products, Inc., Dayton, OH
Fig.3.3.3-Dywidag Systems International, U.S.A. Inc., Lemont,
IL
Fig. 3.3.4-Harris Rebar, Inc.
Fig. 3.3.5-Splice Sleeve North America, Inc., Sacramento, CA
Fig. 3.3.6-Dywidag Systems International, U.S.A. Inc.
Fig. 3.3.7 and 3.3.8.1- Erico Products, Inc.
Fig. 3.3.8.2, 3.3.8.3, and 3.3.8.4-Fox-Howlett Industries, Inc.,
Berkeley, CA
Fig. 3.3.9 and 3.4.21-- Williams Form Engineering Corp., Grand
Rapids, MI
Fig. 3.4.1-Richmond Screw Anchor Co., Inc., Fort Worth, TX
Fig. 3.4.2.2-Dayton Superior Corp., Miamisburg, OH
Fig. 3.4.3-Dywidag Systems International, U.S.A. Inc.
Fig. 3.4.4-Barsplice Products, Inc.
Fig. 3.5. l-Splice Sleeve North America
This document was submitted to letter ballot of
according to the ACI standardization procedures.
the committee and approved

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27 JUN-2015 - ACI 439 - Mech conn re-bar

  • 1. 439.3R-91 Mechanical Connections of Reinforcing Bars (Reapproved 1999) reported by ACI Committee 439 John F. McDermott, Chairman Peter Meza, Secretary Michael Baldino, Jr. Ted M. Brown Loris L. Gerber Donald J. Grant David P. Gustafson Edward S. Hoffman Steve Holdsworth William J. Jurkovich Eugene A. Lamberson Harry B. Lancelot, III Le Roy A. Lutz Steven L. McCabe Heinz Nierlich Clarkson W. Pinkham Hoshi H. Presswalla Robert C. Richardson Robert G. Smith Robert J. Smith Robert A. Vernec Properly designed splices are a key element in any well-executed de- sign. The lap splice, when conditions permit and when it will satisfy all requirements, is generally the most common method for splicing reinforcing bars. However, when lap splices are undesirable or im- practical, or when their use is not permitted by the design code or de- sign specification, mechanical or welded connections should be used to splice the reinforcing bars. The objective of this report is to provide engineers and contractors with basic information about mechanical connections and the types of proprietary mechanical connection devices currently available, but not to state conditions of acceptance, or to endorse or rate a partic- ular mechanical connection device over another. These mechanical connection devices are proprietary, and the information herein pro- vided by the connector manufacturers has been compiled, but none of the information has been specifically verified by this committee. Consequently, the relative merits of the different mechanical connec- tion devices are not noted or compared. However, the information given is useful, because it is not presently available elsewhere in such an assembled and detailed format. An attempt was made to include all the mechanical connection devices generally commercially availa- ble in North America at the time the report was written. However, it must be realized that some devices new in the market may not be in- cluded, merely due to ignorance of their existence at the time of writ- ing. Reasons for using mechanical connections are discussed, as well as various engineering considerations that must be made when spectfy- ing mechanical connections, such as the need to avoid notch effects in seismic joints that could result in the bar rupturing at one location before it yields generally elsewhere. Mechanical connection devices are described in terms of configuration, procedure for connecting, clearance requirements, and other characteristics. Illustrations of the various mechanical connection devices are included. Keywords: bolted connections; connections; couplers; dowels; reinforced con- crete; reinforcing steels; sleeves; splicing. ACI Commmittee Reports, Guides, Standard Practices, and Commentaries are intended for guidance in designing, plan- ning, executing, or inspecting construction and in preparing specifications. Reference to these documents shall not be made in the Project Documents. If items found in these documents are desired to be part of the project documents they should be phrased in mandatory language and incorporated into the Project Documents. CONTENTS Chapter 1 -General 1.l-Introduction 1.2-Usage 1.3-General considerations Chapter 2-Design requirements for mechanical connections 2.l-Codes and specifications Chapter 3-Mechanical connection devices and installation descriptions 3.1-General 3.2-Compression-only mechanical connections 3.3-Tension-compression mechanical connections 3.4-Dowel bar mechanical connection systems 3.5-Tension-only mechanical connection Chapter 4-Summary Chapter 5-References 5.l-Specified and recommended references 5.2-Cited reference CHAPTER 1-GENERAL 1.1-Introduction In reinforced concrete design, the structural engineer is faced with the task of determining where and how reinforcing bars must be spliced in a structure. The structural engineer must do this because of his famil- iarity with the particular requirements of the structure. Drawings or specifications must clearly show or de- scribe all splice locations and the performance re- ACI Structural Journal, V. 88, No. 2, March-April 1991. This report supersedes ACI 439.3R-83 (Reapproved 1988) effective June I, 1991. Copyright 0 1991, American Concrete Institute. All rights reserved, including rights of reproduction and use in any form or by any means, including the making of copies by any photographic process, or by any electronic or mechanical device, printed, written, or oral, or recording for sound or visual reproduction, or for use in any knowledge or retrieval sys- tem or device, unless permission is obtained in writing from the copyright pro- prietor. 439.3R-1
  • 2. 439.3R-2 MANUAL OF CONCRETE PRACTICE quired. The importance and necessity of clearly pre- scribing splice requirements is evident in two sections of ACI 318. Section 1.2.1 describes nine specific items to be included on the design drawings, details, and speci- fications. These items include Section 1.2.1.h, which requires that location and length of lap splices and re- inforcement anchorage lengths be shown. Section 1.2.1.i requires showing the type and location of welded splices and mechanical connections of reinforcement. Section 12.14.1 of ACI 318 also addresses this subject, and states: “Splices of reinforcement shall be made only as required or permitted on design drawings, or in specifications, or as authorized by the engineer.” In the design of beams, columns, and slabs, lap splices are usually permitted. When lap splices of straight bar extensions cannot be used, or when their use causes congestion, field placing problems, or de- tailing or design problems, then mechanical connec- tions, welded joints, or lap splice connections involving field bending and subsequent bar straightening may be used, as appropriate. This report provides basic information about propri- etary mechanical connections generally available in North America and known to the committee at the time the report was submitted for publication.* Design re- quirements and usage of mechanical connections, as well as capabilities and features of selected mechanical connection devices, are described. Three basic types of mechanical connections are con- sidered in this report. They are: (1) the “compression- only” mechanical connection, which is also known as the “end-bearing mechanical connection,” (2) the “tension-only” mechanical connection, and (3) the “tension-compression” mechanical connection. The “tension-compression” mechanical connection can re- sist both tensile and compressive forces. Dowel bar me- chanical connections are included in this category. In this report, pertinent terms are defined as follows: Bar-end check-Check of the ends of reinforcing bars to determine whether they fit the devices intended for connecting the bars. Coupler-Threaded device for joining reinforcing bars for the purpose of providing transfer of either ax- ial compression or axial tension or both from one bar to the other. Coupling sleeve-Nonthreadeddevice fitting over the ends of two reinforcing bars for the eventual purpose of providing transfer of either axial compression or ax- ial tension or both from one bar to the other. End-bearing sleeve-Devicefitting over the abutting ends of two reinforcing bars for the purpose of assur- ing transfer of only axial compression from one bar to the other. Mechanical connection-Complete assembly of an end-bearing sleeve, a coupler, or a coupling sleeve, and *ANCON (MBT) mechanical connectors, which involve a clamping device generically different from devices described in the present report, are not in- cluded in this report because they were unknown to the committee at the time of final committee ballot on the report. possibly additional intervening material or other com- ponents to accomplish the connection of reinforcing bars. It is beyond the scope of this report to cover welded splices or other currently available special proprietary splicing systems. Engineers are referred to the AWS code for welding reinforcing steel (ANSI/AWS D1.4) and the ASTM specifications for reinforcing bars, such as ASTM A 706 and ASTM A 615. Further discussion of the AWS code and welded splices is given in Refer- ence 1. 1.2-Usage There are numerous situations that require or make the use of mechanical connections feasible or more practical. Some of the most common conditions are: 1. Where #14 and #18 bars are used. This occurs most often in columns, raft mat foundations, and other heavily reinforced structures. Codes do not permit #14 and #18 bars to be lap spliced, except in compression only with #11 and smaller bars. 2. Where spacing of the reinforcing bars is insuffi- cient to permit lapping of the bars. This generally oc- curs in situations requiring large amounts of reinforce- ment and the use of larger bars, as in heavily loaded columns. 3. When requirements in current codes and specifi- cations for tension lap splices result in long lap splice lengths, especially for bar sizes such as #9, #l0, and #ll in Grade 60 steel or in epoxy-coated reinforcing bars. Lap splices may thus be less practical than mechanical connections. 4. Where “tension tie members” are used. Tension lap splices of reinforcing bars in tie members are not permitted. 5. When the location of construction joints and pro- vision for future construction dictates use of mechani- cal connections to provide tensile continuity. Mechani- cal connections are often preferable to having long bar lengths projecting from existing concrete construction. A minimum of a 12 in. (305 mm) bar extension pro- vides sufficient length for application of most mechan- ical connections without damaging the existing con- crete during installation. If mechanical connections must be staggered, the projecting bar extension should be greater than 12 in. (305 mm). 1.3-General considerations Available proprietary mechanical devices have par- ticular physical features, both in the splice device itself and in the required installation equipment or procedure that can influence design and construction methods. 1.3.1 Spacing and cover requirements-Minimum clear distances between adjacent reinforcing bars are specified in codes and design specifications. For exam- ple, ACI 318 Sections 7.6.2 and 7.6.3 set an absolute minimum clear distance between parallel bars in a layer of not less than the nominal diameter of the bar or 1 in. (25 mm), except that for columns the minimum clear distance is not less than 11/2 times the nominal bar di-
  • 3. REINFORCING BARS 439.3R-3 ameter or 1% in. (38 mm). Section 7.6.4 of ACI 318 indicates that the clear distance limits shall also apply adjacent to lapped splices, but Section 7.6.4 does not address clearance limits for mechanical connections. Appropriate clearance limits for mechanical connec- tions are listed in Tables 3.1 and 3.2. Clearance limits may be a factor in the selection and positioning of the mechanical connection. The outside diameter of the mechanical connection device should be known. By knowing the diameter of the mechanical connection de- vice, a decision can be made whether the mechanical connections have to be staggered on the basis of the clearance required. It has been the practice in the past to stagger splices of any types whether lapped, welded, or mechanically connected, but there is currently some evidence documented by research that some mechanica connections providing adequate longitudinal stiffness and adequate ductility for the reinforcement, as well as the specified strength, need not be staggered. However, pending any future code revisions, the minimum stag- ger length should be specified by the engineer consis- tent with the requirements of the applicable code, e.g., Sections 12.15.4.1, 12.15.5, 12.17, and 21.3.2.4 of ACI 318. The size and operation of the equipment required for making mechanical connections can also dictate a min- imum spacing or a stagger pattern. Some information to evaluate these requirements is available in subse- quent sections of this report. Several of the proprietary mechanical connection de- vices currently available have an outside diameter sub- stantially larger than the reinforcing bars. Special con- sideration should be given to the minimum concrete cover of the stirrups, ties, or spirals at these splice lo- cations. In many cases, the stirrup or tie patterns adja- cent to the mechanical connections, or the location of the splice itself, can be adjusted to avoid a reduced concrete cover. However, where required close spacing of stirrups and ties necessitates their placement over the coupling sleeves, it may be necessary to design greater cover over the longitudinal reinforcement so that stir- rups and/or ties encompassing the mechanical connec- tions have adequate cover. Ideally, the confinement re- inforcement would have greater dimensions at a con- nector, but that is not generally the practice. In dowel bar mechanical connections that have flanged sleeves, all portions of the mechanical connection should meet appropriate cover requirements. 1.3.2 Matching of end alignments, end preparation of bars, special bar deformations, and equip- ment-The engineer/specifier should be aware of any special end preparations of bars required for a method of mechanical connection or for certain couplers. For example, Section 12.16.4.2 of ACI 318 requires for end-bearing splices that the ends of the bars be cut to within 1 l/z deg of square with respect to the longitudi- nal axis. By definition, couplers are threaded, and some require matching threads on the bar ends. One me- chanical connection device requires reinforcing bars with special thread-like deformations. In all mechani- cal connections, it is important to have the mechanical connection device in good alignment with the longitu- dinal bar axis so that the bar is not prone to wide swings when being rotated in a field assembly. The reinforcing bar fabricator must be made aware of any special end preparations or threads. Special re- quirements may entail the use of end-threading ma- chines or special tools and equipment at the construc- tion site. Availability or delivery requirements for rein- forcing bars with the special deformation pattern, and for required tools and equipment, should be deter- mined for the specific project before final decisions are made. Related to this, a bar-end check is sometimes advisable before proceeding with certain mechanical connections. The mechanical connection manufacturer can advise accordingly. 1.3.3 Coated reinforcing bars-Reinforcing bars can be epoxy coated or zinc coated (galvanized) for use as a corrosion-protection system. Mechanical connections of coated reinforcing bars are made with proprietary mechanical connection devices in a similar way as for uncoated bars. To properly install some types of cou- pling sleeves on coated bars, the coating has to be com- pletely removed from the ends of the bars over the length of the sleeve and a short distance, perhaps 2 in. (50 mm) or so, beyond the ends of the sleeve. Infor- mation on preparation of bar ends for installation of proprietary mechanical connection devices, including removal of epoxy or zinc coatings, is presented in Ta- bles 3.1 and 3.2. After installation of mechanical connections on coated reinforcing bars, the sleeves and any damaged coating on the bars adjacent to the sleeve should be touched up with appropriate compatible patching ma- terial with anticorrosive quality equal to that of the original coating. Typically, there will be provisions in the project specifications requiring such touch-up of the sleeves and repair of damaged coating-for example, see Chapter 5 of ACI 301. Flame cutting of coated bars in any location should be avoided when possible be- cause of damage to the epoxy coating. Where mechan- ical connections are used, flame-damaged epoxy coat- ing may be more difficult to remove properly to obtain an effective connection than undamaged epoxy coat- ing. 1.3.4 Field erection-In many applications, mechan- ical connections may be staggered for clearance, ac- cess, and some code requirements. If staggered me- chanical connections are used in columns, for example, free-standing erection and assembly of the reinforce- ment may be required rather than preassembled cages. There is a considerable difference in the time and equipment required to install different mechanical con- nections. Therefore, it is imperative to coordinate the field erection procedure and schedule with the selection and installation procedure of the mechanical connec- tions. For some projects, the engineer may find it appro- priate to control the types of mechanical connection devices to be utilized. Also, the method of construction
  • 4. 439.3R-4 MANUAL OF CONCRETE PRACTICE may determine the types of mechanical connection de- vices that can be most readily utilized. It is important that the unique requirements of any selected mechani- cal connection device be considered by all parties prior to beginning construction. Study of the subsequent de- scriptions will assist in determining these requirements. CHAPTER 2-DESIGN REQUIREMENTS FOR MECHANICAL CONNECTIONS 2.1-Codes and specifications Design requirements of the applicable code (ACI 318, 349, or 359) or specification (AASHTO Standard Spec- ifications for Highway Bridges) for reinforcing bar me- chanical connections are not reproduced or discussed herein in detail. Codes generally specify a minimum connection strength. For example, ACI 318, Section 12.14.3.4, states, “A full mechanical connection shall develop in tension or compression, as required, at least 125 percent of specified yield strengthf, of the bar,” so that yielding will tend to occur in the reinforcing bar adjacent to the mechanical connection before failure in the mechanical connection. For further background in- formation and some of the considerations made in de- veloping the ACI 318 provisions, the reader is encour- aged to review ACI 318R. Due to the minimum connection strength required, it is generally assumed in design that the occurrence of a mechanical connection of two reinforcing bars does not result in a reduction of the anticipated structural strength, as well as the longitudinal stiffness and lon- gitudinal ductility, of the reinforcing steel, which the reinforced concrete member would have had with a continuous unspliced bar. That is, it is assumed that the use of a mechanical connection does not introduce a structural weakness that could jeopardize the overall structural performance. Design codes cover basic strength requirements for splices and mechanical con- nections, but generally do not specify how to avoid other potential weaknesses that may be directly attrib- uted to the specific details and/or materials of a me- chanical connection, as follows: 1. In a flexural member, the mechanical connection should not result in a low effective longitudinal stiff- ness of the reinforcement that violates the strain con- ditions assumed in the member design. 2. Where inelastic straining must be anticipated, as in yielding zones of seismic structures, the mechanical connection device must not introduce notch effects that would cause the bar to rupture at the mechanical con- nection device before the required yielding can occur in the adjoining bar stock. 3. The selection of appropriate mechanical connec- tions must consider that notch effects, if present, are more severe with dynamic loadings, fatigue loadings, and cold temperatures. 4. Where potential inelastic straining may occur dur- ing seismic excitation, the assembly consisting of the connector and the reinforcing bars connected must possess adequate ductility so that failure initiates in the concrete rather than in the steel reinforcement. Manu- facturers’ information, as well as that in the literature, should be reviewed by the engineer when evaluating a mechanical connector for service where large load re- versals are possible. CHAPTER 3-MECHANICAL CONNECTION DEVICES AND INSTALLATION DESCRIPTIONS 3.1-General A variety of proprietary mechanical connection de- vices are currently available. In this part of the report, the physical features, mechanical characteristics, and installation procedure of various available mechanical connection devices are described. The mechanical con- nection devices are divided into three basic categories: compression-only mechanical connections, tension-only mechanical connections, and tension-compression me- chanical connections, all meeting Section 12.14.3.4 of ACI 318. To assist the reader, a list of characteristics summa- rizing the detailed descriptions is included in Tables 3.1 and 3.2 for compression-only and tension-compression mechanical connections, respectively. These tables should be helpful in determining which mechanical connection devices may be utilized for specific design applications. Descriptions of the mechanical connection devices are presented in the following sections in alphabetical order by generic name. Similarly, the locations of the devices in Tables 3.1 and 3.2 are by alphabetical order. The committee does not endorse, or rate a particular mechanical connection device over another. An at- tempt was made to include all devices generally com- mercially available in North America in the following section. These descriptions of the mechanical connec- tion devices are based on information furnished by the manufacturers. When no information could be secured from a manufacturer, no description of their products could be included in this report. At the time that this report was submitted for publication, the committee was not aware of mechanical connection devices cur- rently manufactured in North America that were not included in the report. 3.2-Compression-only mechanical connections In most compression-only mechanical connections, compressive stress is transferred by concentric bearing from one bar to the other bar. Except for a steel-filled coupling sleeve, the ends of the bars must be saw cut, or cut by some other means, within 11/2 deg of square to the bar axis. Square cutting generally will increase the cost over conventionally sheared bars. An end- bearing splice device must be capable of holding the bars in concentric contact. Four commercially available compression-only me- chanical connection devices are described in terms of the following: 1. Configuration. 2. Bar sizes which can be spliced. 3. Capability of splicing bars of different sizes. 4. Installation procedure.
  • 5. REINFORCING BARS 439.3R-5 Table 3.1- Compression-only mechanical connections I Boiled steel sleeve , Solid-type Strap-type Steel-filled 1 steel coupling steel coupling / sleeve sleeve coupling sleeve Wedge-locking 1 coupling sleeve (Fig. 3.2.1.1*) 1 (Fig. 3.2.1.2) (Fig. 3.2.2) 1 (Fig. 3.2.3) Bar size range I #8-#18 / #7-#18 #11-#18 / #7-#18 Coupling sleeve -. 1 1 Connects different bar i I I jsizes / Yes Yes Yes ’ Yes Clear spacing j #18 I 1’4 dh ! *1:x. d I ‘4 dh / 1 C’Z d,, required between I j #14 1!‘.d 1 ‘4 d, 1’4 d* 1 I ‘4 dh adjacent connections _ L 1 I _I I #11 I”- d- D 1‘/:d 1b , 1 I/. d“ b Minimum dowel projection 6 in.l- 6 in. i 1m. i 6 in. #18 coupling sleeve installation requirements (normal) Coupling sleeve side wall thickness (nominal) Nil Nil ‘$ in. Nil Cut square within 11 /2 dcg Yes Yes No Yes Remove concrete and loose Cleaning-special cleaning No No rust No I Bar-end preparation Predrying/heating No No Yes I No _ Thread cutting/rolling No No No No Remove Special coating removal (epoxy, zinc) Hand-held tools adequate Special tools required No Yes No No Yes No coatings 2 in. above sleeve No Yes No Yes No Installation tools Weather restrictions No No Bars must be dry No Fire precaution Ventilation required No No Yes No No No Yes No *Reference figure. ‘1 in. = 25.4 mm. d,, = nominal diameter of bar. 3.2.1 Bolted steel coupling sleeves--There are two types of bolted steel coupling sleeves, as shown in Fig. 3.2.1.1 and 3.2.1.2. Lateral clamping action produced by the bolt-tightened coupling sleeves assures concen- tric bearing of the mechanical-connected bars. The only tool needed to install these coupling sleeves is a wrench. Fig. 3.2.1.1-Solid-type steel coupling sleeve 3.2.1.1 Solid-type steel coupling sleeve-These coupling sleeves are cylindrical shells with split flanges at one side. Bolts are inserted through holes in the flange and drawn up, pulling the coupling sleeve tightly around the square cut bars (Fig. 3.2.1.1). In the installation procedure, the coupling sleeve is placed on the lower bar and the lower bolt drawn up to lock the coupling sleeve on the bar. The upper bar is lowered into the coupling sleeve and the bar is seated. Inspection is through center holes in the side of the coupling sleeve from where both the centering of the sleeve and the seating of the bars can be observed. The remaining bolts are then drawn up tightly. Bolting may be done with either a hand wrench or a power tool. Coupling sleeve lengths range from 8 in. (203 mm) to 12 in. (305 mm), depending on the bar sizes to be spliced. Special transition wedges are available for in- sertion into the sleeve to allow for splicing bars of dif- ferent sizes, even for bars which differ by two sizes, e.g., #11 to #18. The flange section of the mechanical connection device should be arranged at the back of the bar to maintain concrete cover at the form line and clear spacing between the bars. There must be suffi- cient space to work on the side where the mechanical connection flange is located or to allow for the inser-
  • 6. Table 3.2 - Tension-compression mechanical connections Cold-swaged Cold-swaned coupling sleeve with Extruded steel steel coupling threaded ends acting coupling sleeve (Fig. as a coupler (Fig. sleeve 3.3.1*) 3.3.2 and 3.4.4) (Fig. 3.3.3) Coupling sleeve/ coupler Clear spacing required between adjacent connections # 18 coupling sleeve/ coupler installation requirements (normal) Bar-end preparation Installation tools Bar size range I I I #3-#18 #3-#18 #5-#18 Connects different bar sizes I Yes I Yes I Yes #18 #14 #11 Minimum dowel projection Coupling sleeve/ coupler length 2% in. 2% in. 2 in. 12 in. 12 in. 1% in. 1 in. 1 in. None 14 in. 5% in. 41/2 in. 41/2 in. 213/4 in. 12% in. Coupling sleeve/ coupler maximum diameter/across corners Coupling sleeve/ coupler side wall thickness (nominal) 3% in. 35/8 in. 3% in. s/s in. x6 in. 5% in. Cut square within 11/2 deg No No No Cleaning-special cleaning Predrying/heating No No No No No No Thread cutting/ rolling I No I No I No I I I Special coating removal (epoxy, zinc) Hand-held tools adequate Special tools required Weather restrictions Fire precaution Ventilation required No No Yes No No No No Yes No No No No No No Yes No No No Hot-forged steel Grout-filled coupling sleeve coupling sleeve (Fig. 3.3.4) (Fig. 3.3.5) #5-#18 #5-#18 Yes Yes 11/2 db 4.72 in. 11/2db 3.90 in. I’/ db 3.50 in. (V)-18 in. (H)-20 in. 18 in. 9 in. 36% in. 4% in. % in. No Remove loose particles 4% in. l/2 in. No No Yes grout pump thread-deformed 11/2 db 1% db 1% db 4 and 71/ in.$ 8 and 15 in.$ 11/2 db 11/2 in. 11/2 db 37/8 in. 7 in. 31/2 in. 35/8 in. I s% in. No/Yes* l/2 in. No Remove No I concrete and loose rust No Yes 1 No No Yes:<#11 No:>#ll Yes No No No No Yes No Yes Bars must be dry Yes Yes Taper-threaded steel coupler (Fig. 3.3.8) #4-#18 Integrally- forged coupler with upset NC thread (Fig 3.4.1) #4-#11 Yes 1% in. 1% in. 11/2 in. Yes NA NA 11/2 in. 3% in. NA 6% in. NA 3 in. NA Varies Min. W in. NA No No No No No No Yes** No No No Yes Yes No No No No No No No No *Reference Figure(s). +Accepted for general use for tension-only, pending current experimental work in progress to evaluate the general applicability to connecting longitudinal reinforcement in compression. ‘#4-#14 meet ACI 318, Section 12.14.3. #When jam nuts are used. **Bar-end threading normally done by bar fabricator. 1 in. = 25.4 mm. db = nominal diameter of bar. Three-piece coupler with NC thread (FF4 32.i.9, and’ 3.4.2.2) #4-#18f Yes 1% in. 1 in. 1 in. 4 in. 6 in. 3 in. NA No No No Yes No Yes No No No No t .a % Q Steel coupling sleeve with wedge’ (Fig. 3.5.1) #3-#7 No NA NA NA NA No No Hydraulic wedge driver No No No
  • 7. REINFORCING BARS REDUCER INSERT - (To be used when bars are o f different diameters) Fig. 3.2.1.2-Strap-type steel coupling sleeve SLEEVE Fig. 3.2.2-Steel-filled coupling sleeve, compression only tion of the tightening tools from outside. A clear spac- ing of 2 in. (50 mm) or more between bars should nor- mally provide for an efficient work operation from outside the cage of reinforcing steel. 3.2.1.2 Strap-type steel coupling sleeve-These coupling sleeves are approximately a half-cylindrical shell with a bent flange at one side and slots along the other side. L-shaped straps clip through the slots of the coupling sleeve and are bolted to the flange (Fig. 3.2.1.2). Coupling sleeve lengths vary with bar size up to 12 in. (305 mm) for #18 bars. Special adapter wedges are available for insertion into the coupling sleeve to allow for mechanically connecting bars of different sizes. Installation procedures, clear spacing between bars, and work space requirements are similar to those de- scribed previously for the solid-type sleeve. 3.2.2 Steel-filled coupling sleeve-A steel-filled cou- pling sleeve is available for compression-only applica- tions (Fig. 3.2.2). The configuration of this coupling sleeve and its installation procedure are the same as the description of the steel-filled coupling sleeve that is given under tension-compression connections (Section 3.3.6) and will not be repeated here. Fig. 3.2.3-Wedge-locking coupling sleeve 439.3R-7 WEDGE Steel-filled coupling sleeves are available to connect bar sizes # 11, # 14, and # 18. Transition mechanical con- nections for different bar sizes can be made with spe- cial inserts, varying up to two sizes, e.g., #ll to #18. Bar ends do not require special end preparation; how- ever, a bar-end check is recommended to prevent fit- ting problems in the field between the inside of the sleeve and the most outstanding bar deformation. The ends can be shear cut, or flame cut because the molten filler metal (steel) fills the space between the ends of the bars to insure bearing. Although intended for compres- sion-only applications, this coupling sleeve by its na- ture is capable of developing some tensile strength, but it is not intended to resist significant tensile loading. Bars can be connected in a vertical, horizontal, and di- agonal position. A clear spacing of 1 l/z nominal bar di- ameters is required to provide clearance for the con- necting equipment. The difference between this steel-filled coupling sleeve for compression-only applications and the ten- sion coupling sleeve is in the length of the sleeve. For example, a 3 in. (76 mm) long coupling sleeve is used for connecting #18 bars in compression only, while a 9 in. (229 mm) long coupling sleeve is used for the ten- sion mechanical connection. 3.2.3 Wedge-locking coupling sleeve--A wedge-lock- ing coupling sleeve holds the abutting bar ends in con- centric bearing by lateral clamping action when the wedge is driven onto the sleeve (Fig. 3.2.3.). These coupling sleeves are cylindrical, with flattened collar
  • 8. 439.3R-8 MANUAL OF CONCRETE PRACTICE flanges that are formed to provide a tapered opening that extends nearly full length of the shell. A flat wedge-shaped piece with the edges wrapped around to grip the collar flanges is designed to slide down over the coupling sleeve flanges. During installation, the coupling sleeve is placed over the lower bar, and the bottom clamp is tightened with a wrench to secure the sleeve. The flat wedge is slipped over the coupling sleeve flanges and slid down by hand. Next, the upper bar is placed in the coupling sleeve and the bar is seated. Finally, the wedge is driven down with a hand sledgehammer. Inspection is through a center hole in the side of the coupling sleeve from where both the centering of the sleeve and the seating of the bars can be observed. Coupling sleeve lengths vary between 5 ‘/2 and 12 in. (140 and 305 mm) depending on the bar sizes to be connected. Reducer inserts are available for connecting different bar sizes. The flange and wedge lock should be arranged at the back of the bars or the side to maintain concrete cover at the form line. Clear bar spacing should be at least 3 in. (76 mm) to provide for clearance for the worker to drive the wedges tight. 3.3-Tension-compression mechanical connections Nine types of commercially available couplers are described in terms of the following: 1. Configuration. 2. Capability of connecting bars of different sizes. 3. Preparation of bar ends. 4. Positions of mechanical connections. 5. Equipment, tools, and materials required to make mechanical connections. 6. Installation procedure. All manufacturers claim full tension-compression ca- pability per Section 12.14.3.4 of ACI 318. Dowel bar mechanical connection systems are addressed in Sec- tion 3.4. 3.3.1 Cold-swaged steel coupling sleeve--A cold- swaged steel coupling sleeve consists of a seamless steel tube which slips over the ends of two reinforcing bars and is deformed onto the reinforcing bar profile to produce mechanical interlock (Fig. 3.3.1). Bar sizes #3 through #18 can be connected together plus certain bars of different sizes. A hydraulic press fitted with a removable two-piece die set is used for field installation. The die set uni- formly deforms the coupling sleeve onto the reinforc- ing bar in a series of overlapping pressings along its length (Fig. 3.3.1). Field-type presses, including dies, weigh between 20 and 230 lb (9 and 105 kg). They come with lifting handles or eyebolts as appropriate for sup- port in vertical, horizontal, and diagonal positions from formwork, scaffold, or the reinforcing bar itself. Larger bench-type presses with adjustable stops and insertion probes are available for fieId or shop use. These machines, which weigh approximately 1600 lb (726 kg), can be used to swage a coupling sleeve onto Fig. 3.3.1-Cold-swaged steel coupling sleeve (a) Two-piece (b) Three-piece (c) Transition Fig. 3.3.2-Cold-swaged steel coupling sleeves with threaded ends acting as a coupler the end of a reinforcing bar prior to placing it onto the other. Adaptor kits allow the field presses just de- scribed to be used in the same way. No special bar end preparation is required, so ends can be sheared, sawed, or flame cut; however, a bar- end check is recommended. Bars can be connected from any orientation since special positioning of the press around the bar is not required. For very closely spaced bars, access of the equipment to make the mechanical connections should be checked with the manufacturer. 3.3.2 Cold-swaged steel coupling sleeve with threaded ends acting as a coupler-This type of coupler consists of two pieces, in addition to the bars connected, both of which are manufactured from a seamless steel tub- ing. Each piece meets the definitions of both a cou- pling sleeve (the unthreaded portion) and a coupler (the threaded portion). The female coupler has a precut thread inside one half; a preformed male coupler has a thread to match [Fig. 3.3.2(a)].
  • 9. REINFORCING BARS 439.3R-9 Fig. 3.3.3-Cutaway of extruded steel coupling sleeve Fig. 3.3.4-Hot-forged steel coupling sleeve The bar ends may be sheared, sawed, or flame-cut; however, a bar-end check is recommended. Reinforc- ing bars are correctly positioned inside the couplers by means of internal stops. The couplers are deformed onto the bar profile to produce mechanical interlock. The coupling sleeves/couplers are waged on the re- inforcing bar using a bench press or a field-type press as described in Section 3.3.1. The waging can take place on the jobsite or at a fabricator’s plant. A single pressing per coupler half is needed to install most bar sizes when using a bench press. A tapered shoulder on the leading thread on the male coupler helps to align the threads before rotating one of the two bars. No special equipment is needed for this operation. Because threads are cut on the couplers and not on the reinforcing bar, the cross-sectional area of the bars is not reduced. Another type of coupler consists of two threaded fe- male ends and an interconnecting steel stud. This three- piece variation is used where neither reinforcing bar can be rotated to engage the threads (e.g., where bars arc bent). The stud has a right-hand thread on one end and a left-hand thread on the other. Rotating the stud draws the two female couplers together [(Fig. 3.3.2(b)]. Bar sizes #3 through #18, including transition sizes [Fig. 3.3.2(c)], can be joined by either the two-piece or three-piece type couplers. Weldable female connectors are available for connections to structural steel mem- bers. These types of couplers are generally swaged before placing the reinforcing steel. 3.3.3 Extruded steel coupling sleeve-This type of mechanical connection consists of a steel coupling sleeve, which is hydraulically cold, extruded over both ends of the butted reinforcing bars in one operation. First, the coupling sleeve is slipped over the ends of the butted reinforcing bars and fixed to one of them by tightening a setscrew. A hydraulic extruder then pushes a drawing die over the entire length of the coupling sleeve, causing the coupling material to flow tightly around the deformations of both reinforcing bars. An extruded coupling sleeve connection is shown in Fig. 3.3.3. Any type of deformed reinforcing bar, from size #5 through #18, may be connected with this method. Ex- truded transition coupling sleeves for connecting bars of the next size are also available. The bar ends may be cut by any available method; however, a bar-end check is recommended. Reinforcing bars in any position, from vertical to horizontal, may be connected. The hydraulic extruders are available for use at con- struction sites. They come together with the corre- sponding die sets, hydraulic pump, and spring load balancer, for the sizes of the reinforcing bars to be spliced. The extruders weigh 125 lb (57 kg) for #5 to #9; 500 lb (227 kg) for #10 to #14; and 1000 lb (454 kg) for #18. The extruder is designed to be suspended with a spring load balancer, in whatever position is required. 3.3.4 Hot-forged steel coupling sleeve-This type of coupling sleeve consists of a specially machined malle- able steel sleeve which slips over the ends of the rein- forcing bars being connected and is deformed to the bar configuration (Fig. 3.3.4) Installation of the coupling sleeve requires a special forge or furnace for heating the sleeve, and a hydraulic pump and press for deforming the sleeve. The proce- dure for installation is to set a support clamp on the lower bar at a predetermined location, set the hydraulic press in position, place the heated coupling sleeve over the bar to be connected, place the other bar into the coupling sleeve, and deform the sleeve with the hy- draulic press, while the sleeve is still hot. No special end preparation of the bars is required, so the ends can be sheared or flame cut. However, a bar-
  • 10. 439.3R-10 MANUAL OF CONCRETE PRACTICE end check is recommended, and the ends of the bars must be dry and cleaned of any foreign matter or ep- oxy coating before being connected. The coupling sleeves are preheated in a proprietary gas-heated furnace to approximately 2000 F (1093 C). The furnace is approximately 4 ft (1.2 m) high by 3 ft (0.9 m) square and weighs about 500 lb (227 kg). The furnace can handle about 200 lb (91 kg) of mechanical- connection steel per hour. Coupling sleeves are available to splice bar sizes ranging from #5 to #18 Transition splices for different bar sizes can be made. The mechanical connection length varies with bar size up to 9 in. (229 mm) for #1 8 bars. A clear spacing of 1I/5 bar diameters is needed to provide space for the connecting equipment. Some consideration should be given to the location of the mechanical connections, as the oven must be near the work area. The gas containers must also be located rel- atively close to the work area. Sufficient space should be available to provide for this equipment and addi- tional scaffolding may be required in some instances. As flammable materials are involved in the work area, consideration must also be given to fire protection. 3.3.5 Grout-filled coupling sleeves-Grout-filled coupling sleeves consist of double-tapered frustum- shaped steel sleeves with deformations similar to rein- forcing bar patterns on the inner wall (Fig. 3.3.5). A nonshrink, high-strength, proprietary mortar grout is introduced into the coupling sleeve and around the bars using a low-pressure grout pump. Special preparation of the bar ends is not required. Bar ends may abut or be separated up to 1 in. (25 mm). This coupling may also be epoxy-coated or zinc-coated and may be used to connect epoxy-coated and zinc-coated bars. The grout-filled coupling sleeve is designed to achieve a minimum of 125 percent of the yield strength of Grade 60 reinforcing bars. However, couplings for bar sizes #14 and #18 may be used as manufactured for mechanically connecting either Grade 60 or Grade 75 bars. To mechanically connect other size Grade 75 re- inforcing bars, one size larger sleeve than that corre- sponding to the coupling specified for the correspond- ing Grade 60 bar size is used. With this coupling sleeve, bars varying by two sizes may be mechanically con- nected. The grout-filled coupling sleeve is used to splice ver- tical bars by placing the sleeve over the lower bar until it contacts the reinforcing bar stop inside the sleeve, filling the sleeve with a cementitious grout, then insert- ing the upper bar fully and supporting it until the grout is strong enough to support the bar. It is used to splice horizontal bars by inserting the ends of both bars into the sleeve the proper length, sealing the sleeves at each end, and filling the sleeves with grout by means of pressure-grouting. The grout-filled coupling sleeve is particularly appli- cable to precast concrete, in which a bar is inserted into the sleeve to the reinforcing bar stop and both ends of the sleeve are sealed. The assembly is held in place in the forms, and concrete for the precast element is Fig. 3.3.5-Grout-filled coupling sleeve placed. The connecting precast element is cast with projecting bars that are inserted into the sleeves at the interface. The system can be assembled by prefilling the grout in the coupling sleeves in vertical applications. They may be post-grouted with a grout pump for both vertical and horizontal applications. Special precautions must be taken to insure that movement does not take place after any of the grouting operations until sufficient strength in the grout is achieved to permit removal of supporting devices. Braces, shores, cables, and other types of supports are used for this purpose. Typical grout strength of 3000 to 5000 psi (21 to 34 MPa) may be achieved in 24 hr, de- pending upon temperature. Precast elements may thus be assembled without any closure pour or formwork. Spaces between precast elements are grouted with non- shrink mortars. 3.3.6 Coupler for thread-deformed reinforcing bars-A reinforcing bar conforming to ASTM A 615, except for markings, with rolled-on deformations forming a thread is used. The reinforcing bars can be mechanically connected, using threaded couplers and nuts as shown in Fig. 3.3.6. This mechanical connec- tion is available in sizes from #6 through #18. Accesso- ries to provide end anchorages in concrete are also available.
  • 11. REINFORCING BARS 439.3R-11 Fig. 3.3.6-Coupler for thread-deformed bars reinforcing Fig. 3.3.7-Steel-filled coupling sleeve, tension-com- pression The bars are mechanically connected together using one of two methods: 1. In installations where one of the two bars can be turned, a coupler sleeve is engaged on the ends of the two opposing bars, and the two bars are tightened against each other. For mechanical connections work- ing in compression, the bar ends must be perpendicular to within 1’55 deg and may be either saw cut or abra- sion wheel cut. 2. In installations where neither of the bars to be connected can be turned, the coupler is engaged on the end of the two opposing bars and a jam nut is tight- ened against each end of the coupler as shown in Fig. 3.3.6. In this case, bars may be cut by any available means, including shear, torch, or abrasion cutoff wheel. In all mechanical connections described, the assem- bly components are torqued together. Torque values range from 150 to 750 ft-lb (203 to 1016 Nm) for the #6 through #l 1 sizes, and are 1500 and 3000 ft-lb (2032 and 4065 Nm) for the #14 and #18 sizes, respectively. Hydraulic torque wrenches are available to achieve the larger torque values. Required torque values may be less, depending on specific project requirements. No special cleanliness requirements for the bar ends apply. Different size bars can be spliced. Bars should have a clear spacing of 1 l/r bar diameters to provide room for tightening. 3.3.7 Steel-filled coupling sleeve-The steel-filled coupling sleeve consists of a cylindrical steel shell with machined interior grooves into which a molten steel filler material is introduced. Loads are transferred across the mechanical connection via the filler material to the coupling sleeve (Fig. 3.3.7). Coupling sleeves and prepackaged filler material packets are also available to provide mechanical connections that work in tension- compression (or compression-only-see Section 3.2.2). Except for a bar-end check, no special bar-end prep- aration is required. Sheared or flame-cut bar ends are acceptable, since forces are transmitted through the Fig. 3.3.8.1-Cutaway of taper-threaded steel coupler Fig. 3.3.8.2-Taper-threaded steel coupler for straight bars filler material. Ends of bars must be dry and cleaned of any foreign matter or epoxy coating before being con- nected. The installation procedure is to slide the coupling sleeve over one bar, position the other bar, and then center the coupling sleeve over the bar ends. A pouring basin and crucible are attached to the coupling sleeve and a filler material packet is placed in the crucible and ignited. The exothermic reaction created produces a molten metal that flows into the coupling sleeve, filling the void between the coupling sleeve and reinforcing bars and the bar ends. Space required between bars is dependent on bar size. Minimum clear distance between exterior rows of ver- tical bars to be mechanically connected varies from 2 to 2% in. (51 to 64 mm). Because an exothermic reaction is involved, consideration must be given to fire protec- tion in the work area. Adequate ventilation should be provided where natural air flow is not sufficient, or if the new “smoke eater’” is not being used to prevent concentration of smoke. Because exothermic reactions can be somewhat violent, care must be taken by work- ers in the immediate area. 3.3.8 Taper-threaded steel coupler-Taper-threaded steel couplers have internal tapered threads. They re- quire matching tapered threads on the ends of the re- inforcing bars (Fig. 3.3.8.1). The tapered thread elimi- nates possible thread damage or jamming before full thread engagement is achieved. There are two manu- facturers of this coupler, called Manufacturer A and Manufacturer B herein. The particular type of thread used by each manufacturer differs, so that their prod- ucts are not interchangeable. Both manufacturers make a coupler intended to con- nect straight bars where the ends of the bars are free to turn (Fig. 3.3.8.1 and 3.3.8.2). Both manufacturers also make a coupler with a special integral collar. This cou- pler is used for mechanically connecting bent or curved bars where the ends of the bars cannot be turned (Fig. 3.3.8.3). Both manufacturers also have couplers to
  • 12. MANUAL OF CONCRETE PRACTICE439.3R-12 Fig. 3.3.8.3-Taper-threaded steel coupler with collar connect reinforcing bars to structural steel members, or for use as end anchorages in concrete (Fig. 3.3.8.4). Thread cutting of the bar ends can be done by ma- chine at the reinforcing bar fabricator’s shop or in the field. The threaded ends of the bars must be protected against damage during shipping and handling until the bars are connected. Bars can be mechanically connected in any position. Installation is performed by threading the coupler on one bar and fitting the matching bar into the coupler. A pipe wrench is used to torque the connection, and a torque wrench is used to verify the tightness. For #14 and #18 bars, the minimum torque required is 200 ft-lb (270 Nm). Due to the take-up of the tapered threading, about four to five turns are required to tighten the me- chanical connection. Manufacturer A-Couplers are available from Man- ufacturer A for mechanically connecting #7 through #18 bars. Mechanical connections of different bar sizes can be made. A clear spacing between bars of 155 in. (38 mm) is normally needed to insert the movable jaw of a pipe wrench that grips and turns the coupler or bar. The outside diameter of the coupler for straight bar applications varies from l& in. (33 mm) for a #7 bar to 3 in. (76 mm) for a #18 bar. The outside diame- ter of the coupler for use with bent or curved bars is slightly larger. Manufacturer B-Couplers are available from Man- ufacturer B for mechanically connecting #4 through #18 Fig. 3.3.8.4-Taper-threaded anchorage connections Fig. 3.3.9-Three-piece coupler with NC threads bars. A clear spacing between bars of 1% in. (38 mm) or at least 11/4 bar diameters is normally needed to in- sert the movable jaw of a pipe wrench that grips and turns the coupler or bar. Overall diameter of the cou- pler across the flats varies from 1 ‘/x to 2 I:{,, in. (29 to 75 mm). 3.3.9 Threaded couplers with standard national coarse threads-These steel couplers have internally machined threads and require matching exterior threads on the ends of the reinforcing bars. Fig. 3.3.9 illus- trates a three-piece coupler. (The three pieces are the coupler plus the two reinforcing bars). There is also a two-piece (two reinforcing bars) integrally forged cou- pler similar to the coupler shown in Fig. 3.4.1, but without the flange shown. The matching external threads may be machined or rolled. Roll-threading would be expected to increase the bar strength some- what through cold work, but this effect is not quanti-
  • 13. REINFORCING BARS 439.3R-13 Fig. 3.4.1-Integrally-forged coupler with upset NC threads tatively predictable. Therefore, the specified reinforc- ing bar should be sized on the basis of specified yield strength (psi) and the net area, unless suitable testing and quality control procedures are able to justify a less conservative evaluation of bar strength at the threads. Threading a bar end will reduce the cross section of the nominal bar by approximately 15 to 25 percent de- pending on the thread size. The effect of the area re- duction on strength may be offset by specifying a higher grade material, by increasing the specified bar diameter, or by upsetting the threaded ends propor- tionally to the thread reduction. However, it must be cautioned that just using a stronger or a size larger re- inforcing bar could prove unsatisfactory for a seismic joint if the cross section through the threads ruptures before the unthreaded portion of the bar yields. Threading of the bar ends can be prefabricated by coupler suppliers or may be accomplished in the field. Actual strength obtained from field-threaded connec- tions should be verified. Precautions should be taken to protect the ends of the bars during shipping and han- dling. Bar lengths up to 40 ft (12 m) are available in all sizes from #4 through #18 with compatible steel cou- plers. A common installation practice is to connect the coupler to at least one bar end prior to reinforcing bar placement. The coupler may have a thread stop to as- sure proper thread engagement of the matching rein- forcing bars. Use of a pipe wrench may be necessary to abut the matching bar against the thread stop. The outside diameter of the coupler varies from % in. (19 mm) for the #4 to 3 in. (76 mm) for the #18 bar. 3.4-Dowel bar mechanical connection systems Dowel bars are employed at construction joints to transfer tension and/or compression across these joints between reinforcing bars on either side of the joints. The following information does not apply to a me- chanical connection of a reinforcing bar on one side of the joint with some other type of anchorage device on the other side of the joint. Several manufacturers make dowel-bar mechanical connections. All are flanged couplers that achieve the same full tension-compression capability as the ten- sion-compression connections in the previous section. The flanged couplers have holes that permit nailing them to the sides or ends of the formwork. In each case, the coupler with internal threads permits thread- ing a dowel bar or long length of reinforcing bar. These systems have the advantage of permitting con- tinuity of reinforcement across construction joints without formwork penetration. These systems elimi- nate the projecting bar, which can interfere with con- struction and can be a cause of accidents. There are four different systems for dowel-bar con- nections. Although each is specifically designed for connecting bars to dowel bars, nothing precludes their use as an ordinary tension-compression mechanical connection device as covered in Section 3.3. 3.4.1 Integrally forged coupler--In this system, the mechanical connection device is manufactured directly from two reinforcing bars. This is an extension of the integrally forged two-piece coupler described in Section 3.3.9. Each reinforcing bar composing the mechanical connection is altered by a manufacturing operation that produces a female or male portion suitable for con- necting the two bars. One reinforcing bar is forged to provide one end with an integrally flanged coupler with internal threads. Another reinforcing bar (the dowel end) has an integrally forged upset end with external threads. This coupling system is shown in Fig. 3.4.1. The dowel end has a standard thread size larger than the nominal diameter of the reinforcing bar. The thread size is such that the system is capable of achieving the minimum tensile strength of 90,000 psi (620 MPa) for Grade 60 reinforcing bars. For #4 through #7 reinforc- ing bars, the threads are standard national coarse (NC) series l/8 in. (3 mm) larger than the nominal diameter. For #8 through #1 1 bars, the threads are NC series at eight threads per inch of llYi, 1 l/J, I &,, and 1 I’{(> in. (29, 32, 37, and 40 mm) diameter, respectively. The flanged coupler is forged on a reinforcing bar of the same size as the dowel-end bar with matching threads. The female piece and the male piece can be obtained straight or with a 90-deg hook having the desired di- mensions. A bar with a coupler at each end can trans- fer continuity of reinforcement across construction joints at two opposite faces of a member. In the event a transition mechanical connection is re- quired, the female piece can be formed on a larger bar with appropriately matched threads to accommodate the smaller step-down dowel-end bar. 3.4.2 Separate coupler with standard threads- In this system a separate flanged coupler is used as shown in Fig. 3.4.2.1 and 3.4.2.2. This is an extension of the three-piece coupler shown in Fig. 3.3.9 and described in Section 3.3.9. The coupler in Fig. 3.4.2.2 is fabricated from mate- rial conforming to ASTM A 108 and has an internal positive stop at midlength. The stop assures that the re- inforcing bar threaded from each end is threaded to the
  • 14. MANUAL OF CONCRETE PRACTICE Fig. 3.4.2.1--Separate coupler with standard threads proper depth. The square flange plate is swaged or welded to one end of the coupler. The standard coupler has the same thread size on each side of the stop. Tran- sition couplers with different thread sizes on each side can be obtained by special order if two sizes of rein- forcement are to be mechanically connected. Grade 60 reinforcing bars conforming to ASTM A 615 are threaded with a standard thread series of the same or similar size as the nominal bar diameter. Threading for #4 through #9 bars use the standard NC series threads, whereas the #10 and #ll bars are threaded with the NC series which has eight threads per inch. Since standard threading of standard reinforcing bars is employed, the threaded bars may be fabricated locally or may be purchased from the coupler manu- facturer. In an extension of the system, a bent reinforcing bar is cast in concrete with the flange coupler attached to the bulkhead form face. After the formwork is re- moved, the straight bars are turned into the flange cou- pler to extend the reinforcing bar. These couplers are available for #4 through #18 bars with the appropriate consideration for loss of area due to threading of the reinforcing bars. Reducer flange couplers are also available to connect reinforcing bars of different di- ameters. Since the section at the extended threads is less than that of the reinforcing bar, the strength of the system is limited by the section at the threads or by the coupler itself. If the full strength of a certain size reinforcing bar is required, it is necessary to upset the bar end be- fore threading or to use a reinforcing bar that is one size larger or that is fabricated from a stronger steel. It is also necessary to use a mechanical connection device one size larger to achieve the force capacity required by Section 12.14.3.4 of ACI 318. However, it must be cautioned that just using a stronger or one size larger Fig. 3.4.2.2-Separate coupler with standard threacls Fig. 3.4.3-Coupler for thread-dqformed reinforcing bars Fig. 3.4.4-Cold-swaged steel coupler with nail-on flange connector reinforcing bar could prove unsatisfactory for a seismic joint if the cross section through the threads ruptures before the unthreaded portion of the bar yields. 3.4.3 Coupler for thread-deformed reinforcing bars-This system is an extension of the system shown in Fig. 3.3.6 and described in Section 3.3.6. A hexago- nally shaped coupler with a triangular shaped flange as shown in Fig. 3.4.3 is used to provide dowel connecting capability. Since the reinforcing bar is a special bar with thread-like deformations, no special end preparation of the bars is required, except that either the bar ends must be within 1 ‘ deg of square or jam nuts must be employed. These couplers are available for #6 through #11 bars. The extension bar, if straight, is typically torqued tight against the bar embedded in the concrete. If the exten- sion bar is bent or hooked, a jam nut is employed to make the bar tight to the coupler while maintaining the desired orientation. 3.4.4 Cold-swaged steel coupler--The cold-swaged coupler shown in Fig. 3.4.4 is basically the same as the female coupler with threaded ends covered in Section 3.3.2 and shown in Fig. 3.2.2. These couplers have
  • 15. REINFORCING BARS 439.3R-15 Fig. 3.5.1-Steel coupling sleeve with wedge flanges with holes for nailing to wooden forms, as do the other dowel bar connections. Steel bolts can be used to attach these couplers to a steel bulk head. 3.5-Tension-only mechanical connection Only one mechanical connection with a tension ca- pability, as defined by ACI 318, Section 12.14.3.4, and as yet with no presently assigned compression capabil- ity, is described in the following paragraph. This type of mechanical connection has been used in situations where the reinforcement is required only for tension, such as column ties, stirrup-ties, flexural reinforcement in bridge decks and slabs on grade, or shrinkage-tem- perature reinforcement. 3.5.1 Steel coupling sleeve with wedge-The steel coupling sleeve with a hydraulically driven wedge is de- signed primarily for mechanical connection of the smaller diameter reinforcing bars, sizes #3 through #7. The steel coupling sleeve is oval in cross-section, per- mitting the overlapping of two reinforcing bars of the same diameter in the coupling sleeve as shown in Fig. 3.5.1. Each bar extends out of the sleeve about one bar diameter. After the coupling sleeve is correctly posi- tioned, a wedge-shaped round pin is driven through a hole in the flat face of the sleeve. The wedge passes be- tween the reinforcing bars and extends through a hole opposite the hole of insertion. The wedge pin is driven with a hand-held hydraulic ram. For connecting epoxy- coated bars, two couplings in tandem are required. This connector is presently rated only in tension, as current experimental work is in progress to evaluate the general applicability of this mechanical connection device to primary longitudinal reinforcement in compression and to verify that the eccentricity of the connected bars would not tend to spall the concrete. CHAPTER 4-SUMMARY Basic information about mechanical connections is presented together with information on mechanical connection devices currently available in North Amer- ica. The structural engineer should also consider these points: 1. Where no special requirements or job conditions exist that either favor or preclude the use of a particu- lar mechanical connection device, project specifications should be left open to assure competition and lowest cost to the owner. 2. Performance data should be secured directly from the manufacturers of the mechanical connection de- vices. 3. It may be necessary to determine whether particu- lar mechanical connection devices are acceptable to lo- cal code or building officials, or are appropriate for certain conditions of inelastic behavior or repeated re- verse loading such as must be considered in seismic de- sign. 4. Availability of required materials and equipment and service capabilities of the suppliers should be re- viewed prior to specifying particular mechanical con- nection devices. CHAPTER 5-REFERENCES 5.1-Recommended references The documents of the various standards-producing organizations referred to in this report are listed below with their serial designations. American Association of State Highway and Transpor- tation Officials (AASHTO) Standard Specifications for Highway Bridges, 13th Ed., 1983 American 301-89 318-89 318R-89 349-85 359-83 Concrete Institute (ACI) Specifications for Structural Concrete for Buildings Building Code Requirements for Reinforced Concrete Commentary on Building Code Require- ments for Reinforced Concrete Code Requirements for Nuclear Safety Re- lated Concrete Structures Code for Concrete Reactor Vessels and Containments (published as Section III, Di- vision 2, of the ASME Boiler and Pressure Vessel Code, American Society of Mechani- cal Engineers, 345 E. 47th Sy., New York, NY 10017) American Society for Testing and Materials (ASTM) A 108-89 Standard Specification for Steel Bars, Car- bon, Cold-Finished, Standard Quality A 615-89 Standard Specification for Deformed and Plain Billet-Steel Bars for Concrete Rein- forcement A 706-89 Standard Specification for Low-Alloy Steel Deformed Bars for Concrete Reinforcement American Welding Society ANSI/AWS D1.4-79 Structural Welding Code-Rein- forcing Steel
  • 16. 439.3R-16 MANUAL OF CONCRETE PRACTICE These publications may be obtained from the following organizations: American Association of State Highway and Transpor- tation Officials 444 North Capitol Street, NW Suite 225 Washington, DC 20001 American Concrete Institute PO Box 19150 Detroit, MI 48219 ASTM 1916 Race Street Philadelphia, PA 19103 American Welding Society PO Box 351040 Miami, FL 33135 5.2.Cited reference 1. Gustafson, D. P., “Welded Splices of Reinforcing Bars,” Con- creteConstruction,V. 26, No. 10, Oct. 1981, pp. 807, 809, 810, and 812. ACKNOWLEDGMENTS The following manufacturers are to be thanked for permitting the committee to exhibit a picture or sketch of their product in this re- port. Fig. 3.2.1.1- Harris Rebar, Inc., Stricon Products Div., Stoney Creek, Ontario, Canada. Fig. 3.2.1.2 and 3.2.2-EricoProducts, Inc., Cleveland, OH. Fig. 3.2.3-Gateway Building Products, Chicago, IL Fig. 3.3.1 and 3.3.2-Barsplice Products, Inc., Dayton, OH Fig.3.3.3-Dywidag Systems International, U.S.A. Inc., Lemont, IL Fig. 3.3.4-Harris Rebar, Inc. Fig. 3.3.5-Splice Sleeve North America, Inc., Sacramento, CA Fig. 3.3.6-Dywidag Systems International, U.S.A. Inc. Fig. 3.3.7 and 3.3.8.1- Erico Products, Inc. Fig. 3.3.8.2, 3.3.8.3, and 3.3.8.4-Fox-Howlett Industries, Inc., Berkeley, CA Fig. 3.3.9 and 3.4.21-- Williams Form Engineering Corp., Grand Rapids, MI Fig. 3.4.1-Richmond Screw Anchor Co., Inc., Fort Worth, TX Fig. 3.4.2.2-Dayton Superior Corp., Miamisburg, OH Fig. 3.4.3-Dywidag Systems International, U.S.A. Inc. Fig. 3.4.4-Barsplice Products, Inc. Fig. 3.5. l-Splice Sleeve North America This document was submitted to letter ballot of according to the ACI standardization procedures. the committee and approved