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Journal of Constructional Steel Research 207 (2023) 107942

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Journal of Constructional Steel Research


journal homepage: www.elsevier.com/locate/jcsr

Review

State-of-the-art review on measurement techniques and numerical


modeling of geometric imperfections in cold-formed steel members
Rafet Aktepe , Burcu Guldur Erkal *
Department of Civil Engineering, Hacettepe University, Ankara 06800, Turkey

A R T I C L E I N F O A B S T R A C T

Keywords: Cold-formed steel (CFS) members are susceptible to geometric imperfections due to the high length-to-thickness
Cold-formed steel ratio of the flat partitions, in other words, high slenderness. Geometric imperfections should be considered in the
Geometric imperfections design and analysis of the CFS members since they significantly affect the structural behavior and performance of
Measurement techniques
the investigated members. Despite its importance and numerous studies performed on this topic, no obvious
Characteristics
guideline presents all the necessary information on the geometric imperfections of CFS members. This review
Numerical modeling
study aims to close this gap resulting from the lack of information by providing a comprehensive review of the
geometric imperfections of CFS members from different aspects, such as measurement techniques, character­
ization, characteristics, and modeling approaches. Additionally, guidelines presented in code provisions for
geometric imperfection modeling are reviewed.

1. Introduction reinforced concrete members, because of the high length-to-thickness


ratio of flat partitions of CFS members. Even though the magnitudes
Cold-formed steel (CFS) has a broad area of utilization and can be of geometric imperfections are small, their effect on member behavior is
used in different industries, such as automotive, transportation lines, significant. Following the discovery of the significance of geometric
storage, construction, etc. CFS is gaining popularity in the construction imperfection in shell structures by Karman et al. [4] and Koiter [5], an
industry as its behavior is understood better and up-to-date design codes intense amount of studies on geometric imperfections in CFS members
are available. As CFS usage in construction has expanded in recent de­ have been carried out. Former studies have also demonstrated that the
cades, the number of experimental and numerical studies on CFS geometric imperfections in CFS members significantly affect both ulti­
members has also increased. A substantial number of these studies have mate strength and structural behavior; therefore, they should be
focused on geometric imperfections and their effects on CFS members. considered in the design and analysis of CFS members. The influence of
Geometric imperfections, which are inevitable properties of artificial the geometric imperfections is generally assessed with numerical
products, are described as deviations from the members ‘perfect’ geome­ modeling and confirmed with experimental results. Thus, the geometric
try. It is nearly impossible to preserve perfection in the cross-sectional imperfection implementation methods in numerical modeling are vital
dimensions of a CFS section employed in construction for various rea­ to understanding the effects of geometric imperfections. Numerical
sons [1], including the coiling and cold-forming process. Geometric modeling of thin-walled CFS members and systems has been the focus of
imperfection characteristics (shape, distribution pattern, and magnitude) several research studies [6–12]. These studies investigate important
are firmly related to the manufacturing processes of the members [2]. aspects of numerical modeling, such as material and geometrical im­
Other reasons causing the formation of geometric imperfections on CFS perfections, material properties, element selection, load and boundary
members can be listed as transportation, storage, and construction pro­ conditions, analysis techniques, etc. Additionally, Koh and Blum [13]
cesses. Even though manufacturing-related geometric imperfections are examined the studies and current standards that provide information
easy to control and track, geometric imperfections caused by storage, regarding the parameters that should be taken into account in testing by
transportation, and construction stages are harder to quantify [3]. analysis for CFS structures. However, these studies have limited infor­
CFS members are more susceptible to geometric imperfections than mation on the geometric imperfection of CFS members, such as detec­
other common construction products, such as hot-rolled steel and tion and characterization methods, modeling shapes, and imperfection

* Corresponding author.
E-mail addresses: rafet.aktepe@hacettepe.edu.tr (R. Aktepe), burcuguldur@hacettepe.edu.tr (B. Guldur Erkal).

https://doi.org/10.1016/j.jcsr.2023.107942
Received 12 February 2023; Received in revised form 28 March 2023; Accepted 5 April 2023
Available online 5 May 2023
0143-974X/© 2023 Elsevier Ltd. All rights reserved.
R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

magnitudes. 2.1. Contact measurement techniques


Despite the large number of investigations performed on geometric
imperfections of CFS members, a review that embraces all critical issues Researchers employed various contact measurement techniques to
related to geometric imperfections hasn’t been released so far. This extract the geometric imperfections of CFS members, including
study scrutinizes the geometric imperfections in CFS members con­ displacement transducers (LVDT, dial gauge), optical leveling appa­
cerning measurement techniques (in Section 2), characterization ratus, etc. In these techniques, CFS members are generally laid on a
methods (in Section 3), determination of geometric imperfection char­ smooth table, and a displacement transducer mounted on specially
acteristics including proposals to predict imperfection magnitudes, designed equipment is moved along the member automatically or
fabrication tolerances, factors influencing geometric imperfections and manually to perform measurements along a line or given position. Data
imperfection sensitivity (in Section 4), numerical modeling approaches containing the elevation of the points on the CFS member obtained
(in Section 5), and lastly code-based geometric imperfection modeling of through the performed measurements are used to get the maximum
CFS members (in Section 6). A total of 149 studies are investigated from imperfection magnitude and imperfection distribution pattern.
journals, conferences, standards, and theses which are published in In practice, a displacement transducer mounted on milling machines
recent decades. A list of the number of papers according to the selected [6,18–21] or specifically designed measuring frames [3,29–32] are
journals is given in Table 1. employed to measure the geometric imperfections of CFS members as
Google Scholar and Web of Science (WoS) are used to find highly they are affordable and easy to use (Fig. 2). The milling machine pro­
cited and most relevant references in the literature. The advanced search vides a flat reference surface and allows the displacement transducer to
option of WoS with keywords: “cold-formed steel” and “imperfections” move vertically, laterally, and longitudinally to measure geometric im­
is selected to find the most-cited references. To construct a map that perfections along various routes throughout the length of the test
visualizes similarities of the references, the VOSviewer that uses the VOS specimen. When the range of the measurement device is not adequate,
Mapping Technique [14] was utilized for the WoS references. The alternatively, a lathe machine [19], an optical leveling apparatus
citation data of the researchers, which are normalized according to (automatic level with a parallel plate micrometer [25], a telescope with
citation numbers of >20, are given in Fig. 1 with the publication years. an optical micrometer or a ruler [36], a total station [39], and a
As can be seen from Fig. 1, respectively, Schafer and Peköz [6], Gardner theodolite with caliper/ruler [43–45]) (Fig. 3.(a)) may be employed to
and Nethercot [9], Theofanus and Gardner [15], and Schafer and Moen measure geometric imperfections at specific locations on CFS members.
[12] are the most cited studies in the area of geometric imperfections of On the other hand, the optical leveling technique requires complicated
CFS members. Lastly, it should be noted that the authors aimed to measuring processes and cannot be used to quantify local imperfections
provide a thorough research on available studies on the geometric [25].
imperfection of CFS members in the literature; however, there may be Alternative to the measurement techniques mentioned above, the
relevant studies that are unintentionally overlooked. coordinate measuring machine, which uses a standard touch probe for
inspection and measurement of any object, was used to measure local
2. Measurement techniques geometric imperfection [25,43,44,46] (Fig. 3.(b)).

Geometric imperfection measurement has a long history dating back 2.2. Non-contact measurement techniques
to at least 1906, when Stewart [16] developed an autographic
measuring apparatus to study the collapse pressure of Bessemer steel A rough characterization of geometric imperfections has typically
lap-welded tubes. Since then, significant advancements in measurement been obtained using contact measurement techniques that generally
techniques have been accomplished. employ displacement transducers focused on a few sparse spots [48].
The selection of the measurement technique plays an essential role in Contact measurement techniques are not capable of collecting complete
the quality and resolution of the collected geometric imperfection data. cross-section information. Therefore, more effective techniques are also
The performed measurements should be suitable for the decomposition needed for extending imperfection measurements out of the lab into the
of geometric imperfections shapes that can afterward be used to manufacturing facilities for quality control. All these factors lead to a
reconstruct the initial deformed shape [17]. Several measurement growing interest in full-field non-contact measurement for CFS members
techniques have been developed to detect geometric imperfections from [49].
real members in consideration of cost, accuracy, reliability, time, etc. In the last two decades, technological advancements have made it
These factors mainly depend on the measurement apparatus’s compo­ possible to use non-contact techniques such as image, 2D, and 3D data
nents, which are classified as the measuring device and measurement processing techniques to detect geometric imperfections of CFS mem­
platform. The measurement techniques can be grouped into contact and bers. Wang et al. [22], Becque and Rasmussen [23], and Niu et al. [24]
non-contact. In the contact measurement techniques, different appara­ used non-contact 2D laser scanners, which work similarly to displace­
tuses such as displacement transducers (dial gauge, linear variable dif­ ment transducers, to measure geometric imperfections along several
ferential transformer LVDT) and optical leveling apparatus (automatic lines around the cross-sections of CFS members.
level, theodolite with caliper, total station, etc.) are used (Table 2). The geometric data obtained from image and 3D data processing
Several available non-contact measurement techniques can be listed as techniques contain the accurate representation of the entire geometry as
image processing, two-dimensional (2D) data processing (e.g., 2D laser well as the geometric imperfections. In contrast, the data obtained by
scanning), and three-dimensional (3D) data processing (e.g., 3D laser less advanced techniques provide partial information about the geom­
scanners, 3D optical scanners), etc. etry of CFS members represented with a limited number of points at the
cross-section level. The measurement precision obtained through image
processing is lower than the resolutions obtained from 3D data collected
Table 1 with devices such as laser scanners [40]. Photogrammetry is an image
Number of papers used in this study according to selected journals. processing technique based on the sets of photos taken from multiple
Journal/Conference Number of papers viewpoints around the specimen and then processed to identify all the
Thin-Walled Structures 54 target points on the specimen. The final product is a 3D point cloud,
Journal of Construction Steel Research 24 where each point corresponds to a target. Bernard et al. [25] used three
Engineering Structures 12 techniques: (i) close-range photogrammetry, (ii) optical leveling using a
Journal of Structural Engineering 9 parallel plate micrometer, and (iii) coordinate measuring machine
Others including standards and theses 50
(CMM) to measure geometric imperfection in CFS panels. The study

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

Fig. 1. The diaphragm of relative citation index according to WoS references.

Table 2
Summary of geometric imperfection measurement techniques in the literature.
Contact Measurement Techniques Non-contact Measurement Techniques

Ref. Measurement apparatus Ref. Measurement apparatus

[6,18–21] Milling machine with displacement transducers [22–24] 2D laser scanner


[19] Lathe machine with displacement transducers [20,25–28] Camera
[3,29–32] Specifically designed measuring frames with displacement transducers [33] 3D optical scanner
[25] Automatic level with a parallel plate micrometer [34,35] 3D laser measurement platform
[36] Telescope with an optical micrometer or a ruler [37,38] 3D laser scanner
[39] Total station [40–42] 3D handheld laser scanner
[43–45] Theodolite with caliper/ruler
[25,43,44,46] Coordinate measuring machine

concluded that photogrammetry is a quick technique but not suitable for [28] employed a DIC system that consists of two cameras and software to
measuring imperfections, even though optical leveling and CMM usage obtain initial geometric imperfections, shortening of a member, and
are satisfactory. McAnallen et al. [20] also compared different imper­ deformation fields maps of sections during the tests. Also, Cybulski et al.
fection measurement devices: (i) cameras, (ii) laser scanners, and (iii) [33] utilized 3D optical scanners to obtain the precise geometries of
dial gauge-based devices to investigate the effectiveness of the non- corrugated panels and channel sections, respectively.
contact measurement techniques on geometric imperfection detection 3D laser scanning has been used to identify accurate geometry,
of CFS members. This study confirms that the non-contact measurement including cross-sectional dimension changes along the length of mem­
techniques can be used as an alternative to manual measurements as the bers and characterization of geometric imperfections, with high accu­
results are viable and accurate. The non-contact measurement tech­ racy. The laser scanning technique utilizes triangulation methods
niques enable a more detailed imperfection analysis for CFS members. through a laser (emitter) and a camera (detector) to achieve the target’s
Researchers [20,26,27] also successfully employed photogrammetry- surface coordinates. Zhao et al. [34,35] developed a 3D laser measure­
based image processing techniques for the inspection of the geometric ment platform using a 2D laser scanner to obtain highly accurate full-
imperfection of CFS members. field geometric measurements (3D point clouds) of target specimens.
Digital Image Correlation (DIC), which correlates a random pattern The measurement platform consisted of three major components: laser
on an object surface during a test, is a relatively new but already well- scanner, rotary stage, and linear motion stage, as shown in Fig. 4. The
established non-contact optical technique to measure contour de­ point cloud obtained using the measurement platform are suitable for
formations and even strains on most solid objects [50]. Borkowski et al. performing geometric feature and imperfection extraction.

Fig. 2. Imperfection measurement techniques: (a) LVDT attached milling machine [21] and (b) dial gauge-based measurement [47].

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Fig. 3. Geometric imperfection measurement with (a) theodolite [45] and (b) coordinate measuring machine [43].

sections. Zhang et al. [40], Tran et al. [41], and Feng et al. [42] used a
3D handheld laser scanner to get the 3D geometric representation of
members in the form of a point cloud. Apart from the previously
employed 3D laser scanners, a 3D handheld laser scanner can be effi­
ciently utilized without the restriction of the support form and rotary
stage. In addition to geometric imperfection detection and quantifica­
tion, Zhao et al. [35,51] and Zhang et al. [40] and have also focused on
procedures for geometric feature extraction and determination of
nominal dimensions, unlike Selvaraj and Madhavan [37] and Erkal and
Çağrıcı [52].
Characterizing geometric imperfections from the point clouds
collected via 3D laser scanners or obtained by image-processing tech­
niques is relatively more demanding than the other techniques. Image-
processing techniques offer the advantage of quick measurements, but
they require advanced post-processing to locate surface point co­
ordinates [25]. The proper algorithms must be selected or developed,
then used with suitable workstations to perform point cloud processing
with improved speed and reliability. The process of geometric imper­
fection detection with a 3D handheld laser scanner has been summarized
as shown in Fig. 5.

Fig. 4. Laser-based imperfection measurement platform: (a) laser scanner, (b)


rotary stage, (c) linear motion stage, (d) Z-shape specimen [35]. 3. Characterization of geometric imperfections

Characterization of geometric imperfections, determination of the


Other researchers [37,38] have employed non–contact 3D laser
distribution pattern, and extraction of the magnitude of the corre­
scanners to obtain geometric imperfection information of specimens.
sponding geometric imperfection shapes are essential for understanding
Selvaraj and Madhavan [37] used a 3D non-contact laser scanning
the effects of geometric imperfections on CFS members’ behavior as they
technology to capture complete geometric information and detect geo­
are required for numerically simulating the response of a structural
metric imperfections in 188 instances with 24 different CFS channel
member [11]. The available measured data, which is obtained by

Fig. 5. Geometric information detection steps from a point cloud obtained from a 3D handheld laser scanner [40].

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

measurement techniques, needs to be processed to obtain magnitudes 3.2. Modal imperfection characterization
and distribution patterns of corresponding geometrical imperfection
shapes. The knowledge of geometric imperfections distribution pattern The buckling behavior usually governs the strength of CFS members
and magnitudes is simply found by calculating the difference between due to high cross-sectional slenderness [55]. CFS members are sensitive
perfect cross-sectional representations and deviated cross-sections. Two to geometric imperfections, especially when the imperfection shapes are
methods have been used to obtain systematic information about geo­ reasonably affine to the buckling mode shapes [3]. This behavior
metric imperfections. These are (i) conventional imperfection charac­ motivated the development of a new method to classify geometric im­
terization and (ii) modal imperfection characterization. perfections based on buckling mode shapes formally. The conventional
definitions are not properly related to buckling modes, even if they
3.1. Conventional imperfection characterization (code-based provide a simple means to characterize errors in member production
characterization) [48].
Modal imperfection characterization identifies geometric imperfec­
According to AISI standards [53,54], geometric imperfection classifi­ tions based on buckling mode shapes obtained by linear buckling
cation can be roughly categorized into three: (i) sectional imperfection, (ii) analysis. Geometric imperfections are generally decoupled into five
member imperfections, and (iii) dents, as illustrated in Fig. 6. The sectional “pure” modes, i.e., buckling modes corresponded to (i) local buckling
imperfections can be further classified as flare, crown, and over-bend. and (ii) distortional buckling that are associated with the sectional im­
Likewise, member imperfections are classified as bow, camber, and perfections; and (iii) weak-axis flexural buckling, (iv) strong-axis flex­
twist. The sectional imperfections represent the deviations on the plate ural buckling and (v) torsional buckling that are related to the member
elements composing the cross-sections from ideal geometry. Out-of- imperfections as shown in Fig. 7. The deformed cross-sections for
straightness of each element constituting the cross-section is referred to investigated buckling modes can be obtained from finite element
as a crown. Deviation of the flange in an outward direction from the ideal methods (FEM) or finite strip methods (FSM). The advantage of modal
position is called a flare. Over-bend represents the deviation of the flange imperfection characterization is that it directly uses data related to the
in the inward direction. On the other hand, the member imperfections buckling modes to characterize geometric imperfections. The drawback
represent deviations from the perfect shape along the length while pre­ is that the buckling mode shapes must be extracted in advance to
serving the ideal cross-section geometry. Bow refers to the out-of- accomplish the characterization, whereas standard approaches do not
straightness in the direction of the weak axis. Out of straightness in the require this calculation [48]. Conventional and modal imperfection
direction of the strong axis of the members is called a camber. The cross- characterization methods differ in the distribution patterns of geometric
section rotation along the member’s length is called a twist. Dents are imperfections. However, the cross-sectional shapes (as shown in Fig. 6
generally originated from sudden damage due to the impacts that might and Fig. 7) and procedures for determining geometric imperfection
occur in any phase, from manufacturing to installation [37]. The shape of magnitudes and patterns are similar. Thus, the maximum magnitude of
the classified geometric imperfection can follow different distribution the geometric imperfection determined using modal imperfection
patterns, such as linear, periodic, and irregular. characterization can also be utilized in its counterpart obtained
conventionally (e.g., the maximum magnitude of the local imperfection
can be used as the maximum magnitude of the crown imperfection).

Fig. 6. Types of geometric imperfection in CFS members: (a) ideal section; (b) crown; (c) dents; (d) twist (2D view); (e) flare; (f) overbend; (g) bow; (h) camber; (i)
twist (3D view) [37].

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

Fig. 7. Views of five “pure” buckling mode shapes, (a-e) 3D buckling mode shapes and the corresponding wavelength, (f-j) 2D cross-sectional shapes of modes, λ is
the buckling wavelength [56].

4. Characteristics of geometric imperfections behavior [9,11]. In general, there are two ways available in the litera­
ture to determine the characteristics of imperfections: (i) direct mea­
As mentioned before, the geometric imperfections significantly affect surements and (ii) predictive models.
the behavior and strength of the CFS members depending on the geo­ The first way is to perform a direct measurement of geometric im­
metric imperfection characteristics: shape, distribution pattern, and perfections that provides raw data which contains information on actual
magnitude (Table 3). Characteristics of imperfection are a complex geometric imperfection characteristics of the CFS members. The mag­
function of the fabrication processes of the members [1,2,9,57,58]. nitudes and distribution patterns of geometric imperfections along the
Geometric imperfections resulting from the fabrication process may length can be determined by comparing the ideal and actual cross-
occur due to the coiling or cold-forming processes (i.e., cold-rolling, sections. Details of example extraction of the distribution pattern and
press-braking), each introducing different geometric imperfections [3]. magnitude of geometric imperfection applications from the measure­
Researchers primarily focused on fabrication-related imperfections ments are given in Erkal and Çagrıcı [52] and Selvaraj and Madhavan
since they are easy to control and track. [37].
Conducting an experimental study to examine the consequences of Researchers have generally carried out detailed geometric imper­
geometric imperfections on CFS members is complex, time-consuming, fection measurements during their experimental studies. However, in
and expensive. Therefore, as a more economical alternative, numerical the absence of accurate geometric imperfection information, geometric
models calibrated with experimental results are employed to understand imperfections’ magnitude and distribution patterns must be predicted.
the effects of the geometric imperfections on CFS members. The char­ The magnitudes of imperfections can be approximated by referring to
acterization of selected inputs significantly impacts the accuracy of the predictive models already existing in the literature, which provide the
numerical models [6]. Therefore, the use of appropriate geometric maximum values of the investigated imperfections. Even though the
imperfection characteristics in terms of shape, distribution pattern, and largest imperfection magnitudes do not always result in the lowest
magnitude, which reflects the actual geometry, is necessary to get reli­ strength values, the strength of the CFS members generally decreases as
able results from numerical models that conform with the observed the magnitude of the imperfection increase [59]. Thus, maximum

Table 3
Summary of main characteristics of geometric imperfections.
Shape Distribution Pattern Magnitude

Conventional Imperfection Modal Imperfection Actual Distribution Pattern Predicted Distribution Pattern Actual Magnitude Predicted Magnitude
Shapes Shapes

Sectional Member Dent Sectional Member

Direct Linear Direct


Flare Bow Dent DB WFB Empirical Equations
measurement Pattern measurement
Periodic
Crown Camber LB SFB Statistical Data
Pattern
Over-
Twist TB Random Pattern Standards
bend
Buckling Mode Shape-based Pattern Results of Parametric Study

LB: Local buckling; DB: Distortional buckling; WFB: Weak-axis flexural buckling; SFB: Strong-axis flexural buckling; TB: Torsional Buckling.

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imperfections magnitudes can be used in numerical models to predict unsuitable for some CFS sections [63]. So, alternatively, Dawson and
conservative lower-bound strength [18,59]. Walker [64] developed two complex equations (Eqs. (1)–(2)) that use
The magnitudes of the geometric imperfections can be predicted both material and geometrical properties to predict local imperfections
based on empirical equations, statistical data, standards, or results of based on thickness (t), yield stress (σy), and critical buckling stress (σcr)
parametric studies. The most common and straightforward way to es­ as well as coefficients (α, β) derived from experimental data. It was
timate imperfection magnitudes is the use of simple rules of thumb. In suggested that the coefficient (α) would be equal to 0.2 for simply
these methods, sectional imperfection magnitudes are generally supported plates and square hollow sections. Furthermore, the authors
considered a proportion of the thickness or width of the elements noted that an imperfection magnitude of 0.2t (Eq. (3)) may be used to
constituting the cross-sections. In contrast, the member imperfections obtain a conservative fit to test data on CFS sections.
magnitudes are traditionally considered a function of member length (e. ( )0.5
g. Schafer and Peköz [6]). As an alternative way, researchers have also σy
δl = β t (1)
proposed empirical equations to estimate the magnitude of geometric σcr
imperfections (e. g. Selvaraj and Madhavan [37]). Thirdly, the magni­ ( )
tudes of imperfections are extracted using existing statistical imperfec­
σy
δl = α t (2)
tion data. Because of the complexity and uncertainty of the geometric σ cr
imperfections, some studies presented geometric imperfections mea­
δl = 0.2t (3)
surements as a statistical summary (e. g. Schafer and Peköz [6], Zei­
noddini and Schafer [56]). Finally, the results of the parametric studies In which,
can be employed to determine the most suitable imperfection magnitude ( t )2
π2 E
corresponding to the predicted behavior and ultimate strength. In σ cr = k (4)
addition, Zhao et al. [60] used the Southwell plot method to predict 12(1 − υ 2) d′
imperfection from experimental results.
where k, E, υ, and d′ are the plate buckling coefficient, the elastic
In addition to the measured imperfection magnitudes, equivalent
modulus of steel, Poisson’s ratio of steel, and the flat width of the
geometric imperfections magnitudes provided in standards and the
element of the cross-section, respectively.
literature consider not only measured imperfections but also parameters
The characterization of local imperfection magnitudes proposed by
that may be difficult to model directly. The equivalent geometric im­
Dawson and Walker [64] was recalibrated and applied to stainless steel
perfections may include the effects of residual stresses, non-
sections by Gardner and Nethercot [9]. It was stated that, as Dawson and
homogeneity of materials, load eccentricity, etc., so they are generally
Walker [64] noted for CFS members, Eq. (1) was found to be unsuitable
greater than measured imperfections. In these cases, the maximum
for the prediction of imperfection magnitudes in CFS sections. It was
imperfection magnitude is determined depending on whether these
concluded that an imperfection magnitude of the form given in Eq. (2)
other parameters have been directly integrated into the numerical
was more rational than the other two equations. It should be noted that
model [11,61,62]. In some conditions, the use of the proposed imper­
the 0.2% proof stress, σ 0.2 has been used in place of the yield stress, σy in
fection magnitudes results in conservative or erroneous strength pre­
Eqs. (1)–(2) to enable stainless steel applications.
dictions [17,37]. In the following subsections, some of the most
Furthermore, Chou et al. [65] conducted FE analyses of the cold-
commonly used imperfection estimation proposals, including equations
formed lipped channel and hat-section carbon steel stub columns with
and statistical data, are reviewed. In Section 4.4., the fabrication toler­
varying imperfection magnitudes. The study showed that Eq. (1) with β
ances of the CFS members described by several standards are summa­
= 0.3 yielded the most accurate and consistent prediction of experi­
rized. Finally, in Section 4.5. and Section 4.6., the influences of different
mental behavior as compared to the other three imperfection amplitudes
parameters on characteristics of geometric imperfections and geometric
of 0.1 t, 0.5 t, and 1.0 t. Table 4 summarizes recommended/employed
imperfection effects are reviewed.
values for CFS sections in the literature to determine the coefficients of
Dawson and Walker’s [64] proposals.
4.1. Dawson and Walker (1972)

The simplest way to predict the magnitude of a local imperfection (δl) 4.2. Schafer and Peköz (1998)
is to multiply the plate thickness with a fixed coefficient, i.e., δl = Kt
where K is a constant [9]. However, using the local imperfection Schafer and Peköz [6,18] examined the effect of geometric imper­
magnitude as a proportion of the plate thickness or width can be fections and residual stresses on finite element analysis (FEA) results.

Table 4
Recommended/employed values for coefficients of Dawson and Walker [64] equations.
Ref. Year Exp. / Num. Section Type Coefficients Values

α β

Dawson and Walker [64] 1972 Exp. Simply supported plates, SHS 0.2 –
Chou et al. [65] 2000 Num. Lipped channel, hat-shaped – 0.3
6
Gardner and Nehercot [9] 2004 Exp. and Num. Stainless steel CHS, SHS, RHS 0.023 7.3 × 10−
Ashraf et al. [66] 2005 Num. Stainless steel angle, channel, lipped channel, back-to-back channels G&N (2004) [9]
Max. 0.052
Stainless steel equal angle –
Min. 0.008
Cruise and Gardner [57] 2006 Exp.
Max. 0.111
Stainless steel SHS/RHS –
Min. 0.012
Gardner et al. [67] 2010 Exp. SHS/RHS 0.0680 0.0340
Dobrić et al. [68] 2017 Exp. and Num. Stainless steel channel 0.036 –
Unperforated SHS/RHS 0.0235 0.0167
Singh and Singh [69] 2018 Exp.
Perforated SHS/RHS 0.0303 0.0211
Arrayago et al. [63] 2020 Num. Stainless steel sections 0.023 –

Note: CHS, RHS, and SHS are circular hollow sections, rectangular hollow sections, and square hollow sections, respectively.

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Schafer and Peköz [6] collected the existing data from previous studies
(11)
◦ 0.816
and proposed simple equations. These equations use the width-to- δθ = 0.3038(J/L)− for channel sections
thickness ratio while determining the maximum imperfection magni­
where δf, and δcr, refer to magnitudes of the flare, and crown imper­
tudes for type 1 and type 2 imperfections of CFS open sections (Eqs. (5)–
fections, respectively. Also, f, w, ry, rx, and J represent the breadth of the
(6)). Type 1 and 2 imperfections can be employed as imperfection
flange, depth of the web, radius of gyration about a weak axis, the radius
magnitudes for the local and distortional imperfections.
of gyration about a strong-axis and torsional constant, respectively.
{
0.006d Along with the above recommendations for geometric imperfection
δl = for d/t < 200 (5)
6te− 2t magnitude predictions, some of the recommended/employed expres­
{ sions in the literature are summarized in Table 6.
δd = t for d/ < 100 (6)
t
4.4. Fabrication tolerances
where δl, δd, and d refer to local imperfection magnitude, distortional
imperfection magnitude, and the width of the element of the cross- There are several standards for the fabrication tolerances of the CFS
section, respectively. members, such as EN 1090–4 [79], EN 10162 [80], AISI 240–15 [54],
Due to the considerable variation of the maximum imperfection data, and AISI 220–15 [53]. The standards have determined fabrication tol­
the authors also proposed an alternative approach to characterize erances for cross-sectional dimensions, length, and geometric imper­
sectional imperfection magnitudes. This alternative approach de­ fection magnitudes. The fabrication tolerances for geometric
termines the suitable maximum imperfection magnitudes based on the imperfection magnitudes given in the AISI provision are divided into
cumulative distribution function (CDF) to consider the probability of two categories: structural members and non-structural members. Each
occurrence of imperfection with a particular magnitude. Zeinoddini category is also subdivided into categories (studs and tracks) based on
[3,56] later extended Schafer and Peköz’s [6] study for member im­ component function. AISI S220 covers fabrication tolerances for non-
perfections (bow, camber, and twist). Measured member imperfections structural members, whereas fabrication tolerances for structural
were typically less than L/960 and were statistically summarized as CDF members are covered by AISI S240. EN provisions classify tolerances
(Table 5). It was concluded that neither thickness nor cross-sectional into two classes: class 1 and class 2. The critical feature that distin­
type has a definitive effect on measured imperfection. On the other guishes tolerance class 2 from class 1 is that class 2 is preferred for
hand, McAnallen et al. [20] stated that flexural imperfection magnitudes glazed facade works requiring more precise assembly. Table 7 summa­
increase with sheet thickness due to the plastic strains caused by the rizes geometric imperfection tolerances originating from a fabrication
coiling of sheets for transportation and manufacturing. based on imperfection representations given in Fig. 6.

4.3. Selvaraj and Madhavan (2018) 4.5. Factors influencing geometric imperfections characteristics

Selvaraj and Madhavan [37] have carried out a detailed geometric Characteristics of geometric imperfections are affected by fabrica­
imperfection investigation using a 3D non-contact laser scanner to tion, storage, transportation, construction, and operation stages. The
capture the whole geometry and geometric imperfection information of fabrication stage of CFS members, which includes coiling and uncoiling
188 specimens with 24 different CFS channel sections. A new set of of steel sheet, cold-forming (i.e., roll-forming, press-braking), cutting,
equations (Eq. (7) to Eq. (11)) to predict geometric imperfections perforating, and assembling (i.e., welding, screwing, bolting, riveting,
correlated with geometric properties, such as plate slenderness, slen­ sheathing, etc.), have various effects on the characteristics of the geo­
derness ratios, and torsional constants, were proposed. metric imperfections. McAnallen et al. [20] indicated that the magni­
{ tudes of flexural imperfections increase with thickness due to the plastic
δf =
0.1019f + 0.9819 for plain channel sections
(7) strains caused by sheet coiling. Additionally, the cold-forming process
0.1147(f /t) + 1.1306 for lipped channel sections creates residual stress and strain responsible for generating various
geometric imperfections shapes, distribution patterns, and magnitudes.
δcr = 0.0453{(w or f )/t } + 0.9101 for stiffened plates (8) A typical process for the fabrication of CFS sections, the cutting
{ ( / ) process, may increase the cross-section distortion and geometric im­
0.0755( L/ry ) − 8.5061 for plain channel sections perfections due to the release of residual stresses [81,82]. Wang et al.
δb = (9)
0.0304 L ry − 1.8014 f or lipped channel sections
[82] studied the effects of cutting on the initial geometric imperfections
of CFS C-sections and stated that this process produces a distinctive
δc = 0.0206(L/rx ) − 0.0274 for channel sections (10)
cross-section distortion along the length (away from the cuts, these
distortions quickly diminish). Additionally, Singh and Singh [69]

Table 5
Statistical summary of the measured maximum geometric imperfection.
Schafer and Peköz (1998) [6] Zeinoddini and Schafer (2012) [56]

P(Δ < d) Local Distortional Local Distortional Bow Camber Twist

δl/t δd/t δl/t δd/t L/δb L/δc δθ (deg/m)


0.25 0.14 0.64 0.17 0.43 4755 6295 0.20


0.50 0.34 0.94 0.31 0.75 2909 4010 0.30
0.75 0.66 1.55 0.54 1.14 1659 2887 0.49
0.95 1.35 3.44 1.02 3.06 845 1472 0.85
0.99 3.87 4.47 3.87 4.46 753 1215 0.95
Mean 0.50 1.29 0.47 1.03 2242 3477 0.36
St. dev. 0.66 1.07 0.62 0.97 3054 5643 0.23

Note: δb, δc, and δθ refer to magnitudes of the bow, camber, and twist imperfections, respectively. Lastly, L refers to the length.

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

Table 6
Recommended/employed imperfection magnitudes for numerical modeling in the literature.
Ref. Year Exp. / Num. Section Type Imperfection Magnitude

Kaitila [70] 2002 Num. Lipped channel δl = w/200


δb = L/500
Gardner and Nethercot [9] 2004 Num. Stainless steel CHS δl = 0.2t
Gardner and Nethercot [9] 2004 Num. Stainless steel CHS, RHS, SHS δfl = L/2000
Ungureanu and Dubina [59] 2005 Num. Channel and lipped channel δfl = L/1500
Stainless steel equal angle δfl = 0.00084L
Cruise and Gardner [57] 2006 Exp.
Stainless steel SHS / RHS δfl = 0.00035L
Dinis and Camotim [71] 2011 Num. Lipped channel δd = 0.01t
δfl = L/1000
δl = w/200, 0.006w, 0.34t
Pastor et al. [72] 2014 Exp. and Num. Rack upright
δd = 0.5t, 0.64t, f/50
δfl = L/1000 − L/500

δl = 0.375t
Cardoso et al. [73] 2019 Num. Mean magnitudes for lipped channel and back-to-back lipped channel δd = 0.81t
δb = L/2250
δc = L/2500
√̅̅̅̅
rt
δθ = L/3845

Chen et al. [74] 2020 Exp. and Num. CHS δl = with Q = 40
Q
√̅̅̅̅̅̅̅
Meng and Gardner [75] 2020 Num. CHS, EHS δl = 0.01 De t
δfl = L/1000
Stainless steel SHS/RHS δfl = L/3333
Arrayago et al. [63] 2020 Num. Stainless steel CHS δfl = L/3845
Stainless steel-lipped channel δfl = L/5882
Walport et al. [76] 2020 Num. Carbon Steel and Stainless steel sections δb, e = αtL/150

⎨ 0% λs < 50
Guo et al. [77] 2020 Num. CHS δl/ = 0.15%*(λs − 50) 50 < λs < 150
t ⎩
16% λs ≥ 160

Note: δfl, δb, e, λs, Q, r, De and αt refer to flexural imperfection magnitude, equivalent bow imperfection magnitude, section slenderness, fabrication tolerance quality
parameter set out in EN 1993-1-6 [78], the middle surface radius of CHS, effective diameter, and traditional imperfection factor, respectively.

Table 7
Fabrication tolerances of CFS channel sections according to several codes (dimensions in mm.).
AISI 240–15 / ASTM C955 AISI S220–15 EN 1090–4: 2018 EN 10162:2003

Imperfection Types Structural Studs Structural Track Non-Structural Studs Non-Structural Track Class-1 Class-2 Cold-rolled Sections

±1.59 ±1.59 ±3.18 ±3.18 ±d/125


Crown ±d/50 ±d/100
min 0.50
Sectional
1.59 – 1.59 – 3.00◦ 2.00◦
Flare ±0◦ 45′ to ±3◦
− 1.59 − 2.38 − 1.59 − 4.76 − 3.00◦ − 2.00◦
L/960 L/384 L/384 L/384
Bow ±L/750 ±L/500
max. 12.70 max. 12.70 max. 12.70
L/960 L/384 L/384 L/384
Member Camber ±L/750 ±L/500
max. 12.70 max. 12.70 max. 12.70
L/384 L/384 L/384 L/384 ±1̊ / m
Twist
max. 12.70 max. 12.70 max. 12.70 max. 12.70

examined the change in sectional imperfection due to perforating by the imperfections. Additionally, a strengthening method, a pre-stressed
laser cutting process. It was observed that the introduction of perfora­ carbon fiber reinforced polymer strips system, can be effective to
tion increases the sectional geometric imperfection of CFS hollow sec­ reduce the geometric imperfection of steel columns [42].
tions. On the other hand, a clear correlation or trend between Unlike the fabrication stage, it is hard to control the geometric im­
imperfection magnitude and perforation size could not be established. perfections that occur due to the storage, transportation, construction,
Similarly, Crisan et al. [83] stated that a perforated section is more and operation stages. In the storage stage, CFS members should be
“imperfect” than an unperforated one. In order to minimize geometric appropriately packed and stored to prevent deterioration and corrosion
imperfection due to fabrication, adequate measures should be taken as well as geometric distortions. The corroded specimens can have more
during all fabrication processes. When preventive methods are ineffec­ geometric imperfections than the uncorroded specimens [87]. When the
tive, the methods that reduce geometric imperfection, such as members’ CFS members are transported from the storage yard to the construction/
ends being milled to be flat to lessen the effect of cutting, could be used. testing site, some geometric imperfections may occur due to improper
Assembling the members into their final form also has the potential piling, bad road conditions, and loading and unloading errors. In con­
to affect both shapes and magnitudes of geometric imperfections. For struction, improper detailing in the design phase and faulty workman­
example, welding as a joining method can generate additional geometric ship can lead to unexpected geometric imperfections. Lastly, like the
distortion due to the thermal and mechanical stresses formed in the weld storage stage, corrosion prevention measures should be applied to pre­
region from the localized application of heat [84]. Furthermore, the vent CFS members from corrosion in the operation stage. Also, Nie et al.
fabrication of built-up members assembled with screws or welds can [88] indicated that the CFS member in service for a long time could
change members’ cross-sectional geometry and geometric imperfections produce certain deformations. It is necessary to better understand the
(e.g. [85,86]). The sheathing/bracing also affects the geometric impact of transportation, construction, and operation stages on

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

geometric imperfections. imperfection shape is sufficient to describe the most influential geo­
metric imperfections [18]. The use of the first buckling mode may result
4.6. Factors influencing geometric imperfections effects in the most significant reduction in ultimate strength as this shape is the
most contributing one to the final deformed shape. However, this may
As geometric imperfections cannot be avoided and significantly in­ not always be true [11,102]. The use of the first buckling mode as initial
fluence the structural behavior of CFS members, it is essential that one imperfections obtained from linear buckling analysis can lead to inac­
knows how sensitivity to imperfections changes to obtain CFS members curate results when compared with the experiments [103,104]. By using
less sensitive to adverse effects of imperfections. The sensitivity of a minimal concentrated lateral load, it can be assessed whether the first
structural members to imperfections depends on material properties, buckling mode has the most contributing shape to the final deformation
loading arrangement, and the local and global geometric proportions found using nonlinear analysis [105]. The basic form of the buckling
(slenderness) of the cross-section and member [57]. Using high-strength mode-shaped geometric imperfections is given in Eq. (12).
steel in construction is one way to reduce the sensitivity to geometric ∑
n
imperfections and residual stresses [89,90]. Additionally, the sensitivity f(x,y,z) = ci δi ϕi,(x,y,z) (i = 1, 2, 3, …, n) (12)
to geometric imperfections continuously diminishes with increasing i=1

slenderness [91,92]. At the same time, support conditions have non-


negligible effects on imperfection sensitivity, e.g., Rasmussen and where f(x,y,z), ci, δi, ϕi, (x,y,z), and n refer to the displacement vector of the
Hancock [93] and Mesacasa et al. [94] stated that geometric imperfec­ geometric imperfection, the combination coefficient, the magnitude of
tions have a much stronger influence on pin-ended columns than on ith mode, the displacement vector of ith mode, and numbers of consid­
fixed-ended columns. ered buckling mode shapes, respectively.
In addition to the above statements, it is known that a significant In order to simulate the most detrimental buckling mode, different
reduction in both measured and predicted strengths are generally strategies have been developed based on linear buckling analysis.
observed if the imperfections resemble the critical buckling modes [95]. Determining the most detrimental imperfection shape, which leads to
Therefore, preventing specific failure mechanisms may be wiser as it the lowest strength, is a challenging task and may significantly affect the
may help reducing the sensitivity to initial imperfections [96]. The cost of analysis and the accuracy of the results [11,106], but it is
cross-sectional geometry, length, slenderness, restraint availability essential [74]. Several studies aim to guide the choice of the most
(support conditions, bracing configuration), and material properties are detrimental geometric imperfections represented by the buckling
some of the main parameters affecting the critical buckling modes and, modes. Bonada et al. [103] proposed an iterative methodology to find
therefore, influence the sensitivity to imperfections. For instance, the the buckling mode leading to the lowest ultimate load. This iterative
geometry of the cross-section can be modified to obtain CFS members method predicts the most detrimental geometric imperfection well. Still,
with higher elastic buckling loads and less sensitivity to imperfections it is computationally inefficient as a certain number of buckling modes
[96]. The parameters such as length and restraints (e.g., bracing, must be checked to guarantee the lowest ultimate load. Sadovský et al.
sheathing, etc.) can be adjusted to obtain critical buckling mode that is [107] have suggested two approaches for determining the most detri­
less sensitive to the imperfections (e.g., [2,97,98]). mental geometric imperfection represented by buckling mode shapes. In
the first approach, buckling modes are normalized by the unit magni­
5. Modeling approaches tude, and the energy measure is defined as an indicator of imperfection
susceptibility. In the second approach, buckling modes are normalized
Numerous experimental and numerical studies have shown that CFS by energy measure, and the magnitudes are used as an indicator. The
members’ ultimate strength and post-buckling mechanisms are sensitive proposed methods help expel unrealistic modes and easily set effective
to geometric imperfections [72,95,99]. The imperfection sensitivity of geometric imperfection combinations. The implementation of the two
members, which can be stated as the degree of effects of the geometric suggested approaches to find the most detrimental buckling modes
imperfections on members’ structural behaviors and strength, varies shapes of the CFS channel was presented by Sadovsky and Kriváček
according to material properties, loading arrangement, sectional and [108,109].
member properties [57], and the type of dominant failure mode [100]. A buckling mode obtained by FEA can be a combination of two or
Different shapes and magnitudes of geometric imperfections have more pure buckling modes. On the other hand, since magnitudes of the
different effects on the ultimate strength and failure mode of the geometric imperfections are typically described according to pure
member [55,94,100]. Thus, appropriate identification, selection, and buckling mode shapes, the superposition of different buckling modes
integration of imperfection shapes, distribution patterns, and magni­ will be challenging to implement in numerical simulations
tudes are crucially important to obtain accurate and reliable numerical [102,103,110]. In order to find pure buckling modes by FEA, a high
models and to understand the geometric imperfection effects on the number of bucking modes may be necessary to investigate, which re­
member’s behaviors. In recent years, different methods have been quires considerable computational time [111]. For CFS built-up sec­
developed to implement measured imperfection data into numerical tions, researchers [112–114] increased the section thicknesses to
models to achieve the most reliable results. These numerical modeling decompose pure member buckling modes from combined buckling
approaches are roughly reviewed in six categories, including (i) Buck­ modes and then decreased the section thickness to decompose local
ling Mode-Shape Based Modeling Approach, (ii) 2D Spectra Approach, buckling mode from combined buckling modes.
(iii) 1D Modal Spectra Approach, (iv) Notional Load Approach, (v) Previously, modal identification primarily relied on the analyst’s
Probabilistic Approach, and (vi) Direct Modeling Approach. ability to appreciate the buckling mode visually [103]. Ádány and
Schafer [115] proposed an approach for calculating the pure buckling
modes of thin-walled prismatic members with open, single-branched
5.1. Buckling mode shape-based modeling approach
cross-sections. The basic idea of buckling mode decomposition was
proposed. Ádány et al. [116] demonstrated an approximate method to
CFS members are particularly vulnerable to initial geometrical im­
quantify the participation of buckling modes obtained from the FEA of
perfections with buckling mode shapes resembling the deformation
thin-walled sections in terms of the pure buckling modes defined using
pattern generated by the applied loading [101]. Hence, for the sake of
constrained finite strip methods (cFSM). Previous studies (Li et al.
simplicity, using buckling mode shapes obtained through linear buck­
[117,118]) that utilize the modal identification method showed how the
ling analysis is one of the most common methods used for accounting
participation of a given buckling-associated deformation space evolves
shape and distribution pattern of the geometric imperfections in nu­
under load.
merical modeling. Generally, using the first buckling mode shape as an

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

Bonada et al. [103] claimed that the geometric imperfection introduced into nonlinear analysis [61,100]. The 1D Modal Spectra
magnitude should be determined according to the buckling modes’ Approach, introduced by Zeinoddini and Schafer [56], is a combination
composition (pure modes). An imperfection simulation method that of the traditional modal approach and the 2D spectral approach (Fig. 8.
combines linear buckling analysis with the Generalized Beam Theory (d-e)). It differs from the traditional modal method in two ways: (i) a
(GBT) was developed by Bonada et al. [103], and a Constrained Finite cross-sectional shape of buckling mode is a function of x and y co­
Strip Method (cFSM) analysis-based version of the simulation method ordinates, and (ii) imperfection magnitude is calculated based on a one-
has been proposed by Deng et al. [119]. In these methods, pure buckling dimensional power spectrum along the length. The cross-sectional
mode shapes obtained by GBT or cFSM were used to determine the shapes of modes can be derived from FEMs or FSMs. The magnitude of
participation ratio of each pure buckling mode shape on buckling mode each five modes along the length can be determined from measurements
shapes obtained from linear buckling analysis. The obtained buckling or the power spectrum obtained based on expected imperfections. The
eigenvalues and participation ratios were then used to determine the representative formula of the 1D Modal Spectra Approach for the five
proportion and magnitudes of the corresponding buckling modes in the selected mode shapes is given in Eq. (14).
imperfection field.

5
Zeinoddini and Schafer [56] proposed a Traditional Modal Approach f(x,y,z) = δi,(z) ϕi,(x,y) i : mode shape (14)
(TMA) (Fig. 8. (a)) based on buckling modes corresponding to the lowest i=1
eigenvalue for each of the five modes used to simulate geometric im­
perfections. The buckling mode shapes (as shown in Fig. 7), which are where δi, (z), and ϕi, (x,y) are the magnitude of each mode at location z
normalized so that maximum deformation in each mode shape is one, along the length of the member, and the cross-sectional shape of ith
can be obtained from linear buckling analysis using FSMs or FEMs. The mode, respectively.
magnitude of each buckling mode (δi) can be determined based either on The method considers the longitudinal frequency in the observed
the available statistics of the measurements or direct measurement. This imperfections more precisely and offers a more formal breakdown of
approach is generally conservative for predicting strength in collapse imperfections into buckling modes. When 1D Modal Spectra Approach is
modeling. The formulation of the traditional modal approach is given in compared with other modeling approaches (TMA and the 2D Spectra
Eq. (13). Approach), it was found that 1D Modal Spectra Approach is more ac­
curate in predicting the ultimate strength, flexibility, and failure
∑ behavior of the member [56].
5
f(x,y,z) = δi ϕi,(x,y,z) (13)
i=1
5.4. Notional load approach

5.2. 2D Spectra (Random Field) Approach


Another approach for introducing geometric imperfections into nu­
merical models is to simulate them by applying notional loads with
The 2D Spectral (Random Field) Approach was proposed by Zei­
appropriate forms. This approach is generally used to simulate flexural
noddini and Schafer [56]. It is based on the simulation of geometric
geometric imperfections, but the sectional imperfections were also
imperfections as two-dimensional spectral representations. This method
simulated by some researchers. Chou and Chai [120], Hühne et al.
generates an artificial geometric imperfection profile based on the
[121], and Castro et al. [122] used small perturbation loads normal to
power spectrum (Fig. 8. (b) and (c)). For this, a power spectrum based on
the element surface to impose the local geometric imperfection (Fig. 9).
expected imperfections is required to generate new samples. This
Equivalent notional lateral loading can be used for modeling the
spectrum can be obtained from available data. This method is very
flexural geometric imperfections at the member and system level (e.g.,
complicated for common usage compared to the other modeling ap­
frames). Hassan et al. [58] carried out a parametric study and compared
proaches, and assumptions are also needed for folding and unfolding.
three geometric imperfections simulation methods: (i) using a half sine
wave for flexural and local imperfections, (ii) applying equivalent
5.3. 1D Modal Spectra Approach notional lateral load for flexural imperfection, and (iii) combining si­
nusoidal wave with an equivalent notional lateral load for the interac­
It has to be emphasized that the sine-shaped imperfections do not tion of local-flexural imperfections. Based on the results, a combination
always represent the appropriate buckling mode shape that should be of sinusoidal wave and equivalent notional lateral load (method iii) was

Fig. 8. Three imperfection modeling approaches: (a) a mode shape and the corresponding wavelength in the Traditional Modal Approach, (b) a 2D spectrum, (c)
transferring an imperfection field into a 2D field, (d) a cross-sectional shape of a mode, (e) a 1D spectrum [56] (Sf and Sff are the magnitudes of 1D and 2D spectrums,
respectively.).

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

Fig. 9. Direction of transverse forces to simulate geometric imperfections [120].

proposed to model the geometric imperfection of hollow sections. four significant direct modeling approaches. These approaches are
detailed in the following subsections.
5.5. Probabilistic approach
5.6.1. Point cloud-based modeling approach
Dents and other localized imperfections are generally ignored when
Geometrical imperfections are one of the largest sources of uncer­
mode shapes are used for geometric imperfections [12]. Geometric
tainty when numerical models of structural elements are generated [58].
imperfection measurements performed using 3D non-contact measure­
In recent years, probabilistic methods have been frequently selected to
ment techniques provide dense point clouds containing information on
simulate and investigate geometric imperfections of CFS members.
cartesian coordinates of the points representing a member’s true ge­
Probabilistic methods are employed by stochastically simulating either
ometry, including localized imperfections. Zhao et al. [35] and Xu et al.
magnitude or shape of imperfections for several purposes: (i) to inves­
[127] developed procedures to convert the dense point clouds to FE
tigate the effect of geometric imperfections on member’s behavior and
models. According to the procedure developed by Zhao et al. [35], after
strength [1,123], (ii) to find the most detrimental imperfection shape
the four processing steps, the obtained point cloud is converted to mesh
[124], (iii) to investigate the impact of the geometric imperfections on
nodes of shell elements to model the geometry of a CFS member that is
the buckling mode interactions [55], and (iv) to determine the worst
close to the real state. Challenges of this approach include creating a
combination of the geometric imperfections [125]. In a recent study by
centerline model and mapping the point cloud coordinated to the nodal
Zhao et al. [51], a machine learning framework for uncertain modeling
coordinates of the model. In Xu et al. [127] procedures, obtained point
as-is CFS members based on laser measurements is developed. Farzanian
cloud is converted to an actual digital geometric model with help of
et al. [126] established a probabilistic framework that uses machine
computer software. The digital geometric model is then directly im­
learning and statistical inference to construct consistent stochastic field
ported into general FE software.
models of geometric imperfections. The probabilistic methods require a
large sum of real imperfection and simulation data to obtain reasonable
5.6.2. Pure buckling mode shape-based modeling approach
statistical results. Therefore, these methods are computationally
In practice, pure initial imperfection modes are treated as the most
expensive.
detrimental shapes as they generally result in the lowest ultimate
strength [71]. A buckling mode obtained by FEA can be a combination of
5.6. Direct modeling approach two or more pure buckling modes. Therefore, FSM-based software, such
as GBTUL [128], and CUFSM [129] can be used to find the shape of the
Another way to introduce imperfections in numerical models is to pure buckling modes. In this approach, the obtained pure buckling mode
directly modify the geometry based either on using the measurements of shapes are scaled with imperfection magnitude and distributed longi­
geometric imperfections or the predefined functions representing tudinally using sinusoidal functions with periods equal to their critical
imperfection shapes. In this method, the geometric imperfections are half wavelengths. Various studies have selected this method while
incorporated into the numerical models by directly modifying the co­ generating geometric imperfection fields as an alternative to traditional
ordinates of the mesh nodes. When the actual distribution patterns of ones [111,130–132].
geometric imperfections are unavailable, a sinusoidal curve with half
wavelength corresponding to the buckling mode is utilized to simplify 5.6.3. Interpolation-based modeling approach
the procedure. Although the models obtained via direct modeling ap­ Imperfection measurements generally consist of data series for each
proaches accurately represent the imperfect member geometry, the measurement point on a cross-section along several longitudinal lines.
procedure requires a significant amount of pre-processing. There are

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

These imperfections were incorporated into FE models by modifying the Peköz [6] proposed using different types of geometric imperfections to
coordinates of the mesh nodes of a geometrically perfect model. Firstly, get reliable analysis results. Similarly, Crisan et al. [17] and Kaitila [70]
discrete imperfection data needs to be processed to obtain a smooth and suggested a combination of both sectional and member imperfections
continuous imperfection distribution without noise by methods such as used in ultimate strength analyses, even though neither is critical. Liu
Fourier transform as given in Eq. (15). The number of the Fourier terms [140] included buckling modes other than the first buckling mode in
(n) depends on the length of the members and the half wavelength of numerical modeling if the ratio of the respective eigenvalues to the first
local buckling of the section [133,134]. Then, the measured imperfec­ eigenvalue is within 1.6.
tions are assigned to the nodal points of the perfect model corresponding The interaction of buckling modes can change a member’s failure
to the location of the measurement points. Imperfections of nodes in modes and ultimate strength [55]. The interaction of buckling modes
between the measurement points are determined by interpolation. This with appropriate combination coefficients and magnitudes was
method has already been effectively used by [133–137]. Fig. 10 visually employed in some applications to simulate a suitable geometric imper­
summarizes the Interpolation-Based Modeling Approach. fection with good agreement between numerical simulations and ex­
( ) periments [9]. The main aims of the use of the combined geometric
∑n
πix
f(x) = Ki sin (0 < x < L) (15) imperfection shapes are to find the most detrimental imperfection shape
i=1
L (in the sense that they correspond to the lowest column strength or
In which higher strength erosion) and to investigate mode interaction effects on
( ) numerical modeling results ([17,55,56,71,94,125,141–144]). In real

2 L π ix cases, the imperfections’ randomness partially compensates for their
Ki = f (x)sin dx (16)
L 0 L adverse effects, while in the numerical simulation, they are cumulatively
applied. So, it is not statistically recommended to combine all imper­
5.6.4. Function-based modeling approach fections to cumulate their adverse effects [17].
The fourth and last direct modeling method, the function-based Under compressive loading, the sign of flexural imperfection de­
modeling approach, is numerically complex to implement, but it termines the direction of eccentricity that produces additional moments
brings the attractive advantage of the freedom to define any shape of and may indicate whether lips are under tension or compression. For
geometric imperfection, including a combination of pure buckling sectional imperfections, the sign of the imperfection may imply whether
modes [110]. The measured imperfections can be described by mathe­ flange buckling is inward or outward. Additionally, Key and Hancock
matical functions, which allow for the imperfection shape to be scaled [145] discovered that initial plate imperfection opposite to the buckling
and imperfection values to be computed in arbitrary places to perform mode enhances predicted strength. Similarly, Li et al. [146], and
parametric studies [138]. Pavlovčič et al. [139], Cardoso and Rasmussen Mesacasa et al. [94]stated that the imperfection sign is an essential
[110], and Cardoso et al. [73] used a Function-Based Modeling factor affecting the predicted behavior and strength of numerical
Approach to introduce the sectional and member geometric imperfec­ models. On the other hand, according to Lecce and Rasmussen [147],
tions to the FE model according to the fitting functions that describe the the imperfection sign is not crucial for nonlinear post-buckling analysis,
shape of the geometric imperfections. so it may be neglected. Despite the opposing views, imperfection di­
rection that depends on the sign of the combination coefficient should be
considered in the modeling.
5.7. Combination of geometric imperfections Combining buckling modes is challenging since the buckling modes
don’t share a common displacement [3]. Different imperfections are
The use of a single buckling mode shape as an imperfection can cause combined by extracting “pure” critical buckling mode shapes, which are
an overestimation of the performance of CFS members. Schafer and

Fig. 10. Graphical abstract of the Interpolation-Based Modeling Approach [134] (a combination of three figures).

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

then scaled using the previously identified imperfection magnitudes. A 7. Conclusions


linear combination of the selected buckling mode shapes can be used to
generate geometric imperfections. The value of combination coefficients Geometric imperfections are inevitable properties of CFS members
in Eq. (12), ci, which are used in linear combination generation, pertains and significantly affect structural behavior and strength. A large amount
to how combining the imperfections affects the direction and magnitude of research has been carried out to understand geometric imperfections
of the imperfection. In this review, the Square Root of the Sum of the in CFS members through experimental, analytical, and numerical
Squares (SRSS) Approach and the Maximum (MAX) Approach for methods over the years. This study reviews the existing codes, journal
computing ci are investigated in detail. According to the Maximum papers, and conference papers focusing on the detection, determination,
Approach, the magnitude of the coefficient of a given mode is set to one prediction, and modeling of geometric imperfections to provide infor­
or zero, while the square root of the sum of the squares of the coefficients mation on the factors to be considered in design and analyses. The main
of the modes in the SRSS approach is set to one, as shown in Fig. 11. The conclusions of the performed review can be listed as follows:
Maximum Approach guarantees that modeled imperfection magnitudes
are never less than measurements. In the SRSS approach, when the • Every measurement technique has pros and cons regarding equip­
magnitude of one mode increases, the magnitude of the other mode ment cost, accuracy, process complexity, process speed, and post-
shape decreases. It can be seen that correlating the combinations co­ processing procedures. A review of existing studies has revealed
efficients with the “SRSS” approach might lead to unconservative results that displacement transducer-based measurement is the most com­
[56] while combining imperfections with the maximum values produces mon way of collecting geometric imperfection data due to its low
conservative results [17,37]. cost, ease of implementation, and fewer post-processing steps.
However, 3D data capturing will become more common as recent
6. Code-based geometric imperfection modeling technological innovations provide additional ease of usage.
• Proper characterization and determination of characteristics of the
Codification of both size and shape of imperfections for numerical geometric imperfection in CFS members is a key point for an accurate
analysis is necessary [100]. Two design standards that provide guide­ and reliable numerical simulation. Two common characterization
lines for modeling geometric imperfections are investigated in the scope methods for geometric imperfections, conventional and modal
of the study: (i) EN 1993-1-5 [148], and (ii) AS/NZS 4600 [149]. imperfection characterizations, were described. These methods do
The first attempt to codify nonlinear FEA for designing plated not perform well enough to characterize dents properly. Future
structures belongs to EN 1993-1-5 [148] in 2006. It is recommended that research can focus more on the characterization of dents and their
equivalent geometric imperfections might be employed unless a more effects on the structural behavior and strength of CFS members.
detailed investigation of the geometric imperfections is performed. The • The magnitude is one of the key characteristics of geometric im­
geometric imperfections may be modeled on the shape of the critical perfections. Magnitudes of geometric imperfections can be deter­
plate buckling modes that scaled with 80% of the corresponding fabri­ mined based either on direct measurement or predictive models
cation tolerances. The direction of the geometric imperfection should be provided in the codes or studies. The different types of predictive
selected such that the lowest strength value is observed. When models were proposed by researchers to predict the magnitude of
combining geometric imperfections, leading imperfections should be geometric imperfections.
chosen, and accompanying imperfections may have their magnitudes • Researchers have developed numerous imperfection modeling
reduced to 70%. Proposed magnitudes for the local and distortional techniques to get accurate results from numerical models. It is
imperfections in EN 1993-1-5 [148] are w/200 and f/50. revealed that selecting modeling approaches for geometric imper­
AS/NZS 4600 [149] also provides a guideline for advanced structural fection is critical and mainly depends on the available geometric
analysis (geometric and material nonlinear analysis with imperfections) imperfection information. The numerical models should include
of CFS-framed systems. According to the AS/NZS 4600 [149], sectional different types of geometric imperfections to get accurate and reli­
imperfections shall be included in a numerical model with correspond­ able results.
ing local and distortional buckling modes. The proposed imperfection • Although it is most important to control the geometric imperfections
magnitudes for flexural, local, and distortional modes are equal to δfl = in the fabrication stage, adequate precautions should be taken in the
√̅̅̅̅̅̅̅̅̅̅̅̅̅ √̅̅̅̅̅̅̅̅̅̅̅̅̅̅
L/1000, δl = 0.3t σy /σol , and δd = 0.3t σy /σ od , respectively (where stages of storage, transportation, construction, and operation stages
σ ol refers to critical elastic local buckling stress and σod refers to critical to prevent the occurrence of additional geometrical imperfections.
elastic distortional buckling stress). Also, the effects of these stages on geometric imperfections should be
answered in future research.

Abbreviations and notations

2D Two-dimensional.
3D Three-dimensional.
CFS Cold-formed steel.
cFSM Constrained Finite Strip Method.
CHS Circular hollow section.
CMM Coordinate measuring machine.
DB Distortional buckling.
DIC Digital Image Correlation.
FE Finite element.
FEA Finite element analysis.
FEM Finite element method.
FSM Finite strip method.
GBT Generalized Beam Theory.
LB Local buckling.
Fig. 11. Two approaches for values of combination coefficients for distortional LVDT Linear variable differential transformer.
and local imperfections: (i) MAX Approach and (ii) SRSS Approach [98]. RHS Rectangular hollow section.

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R. Aktepe and B. Guldur Erkal Journal of Constructional Steel Research 207 (2023) 107942

SFB Strong-axis flexural buckling. Data availability


SHS Square hollow sections.
SRSS Square Root of the Sum of the Squares. No data was used for the research described in the article.
TB Torsional Buckling.
TMA Traditional Modal Approach Acknowledgments
WFB Weak-axis flexural buckling.
WoS Web of Science. This content is based on research funded by the Scientific and
E Elastic modulus of steel. Technological Research Council of Turkey (TUBITAK) and Hacettepe
J Torsional constant. University under project number 217M513. Any opinions, findings,
K Constant. conclusions, or recommendations expressed in this material are those of
L Length of the member. the author(s) and do not necessarily reflect the views of the sponsors or
Q Fabrication tolerance quality parameter set out in EC3. other participants.
d Width of the element of the cross-section.
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