Review of the fatigue damage tolerance of high-speed railway axles in Japan

Railway axles are one of the most important components in railway systems since a fail-safe design is not available. In the present paper, the fatigue tolerance of the high-speed railway axle in Japan is reviewed. To maintain the safety, the fatigue strength of the axle has been extensively studied. Theses case histories and consequent improvements in manufacturing process are presented. The crack propagation behavior of the induction hardened axle is studied based on the fracture mechanics. Concerning the powered railway axles, the fatigue design method in Japan is compared with that in Europe and the effect of the train velocity on the allowable load is discussed.     

Procedure for reliable durability validation of train axles

The structural durability of wheelset axles depends on the operational loading as well as on the fatigue strength of axles. To validate an axle design the time‐varying stresses in individual critical areas of the axle, represented by their stress spectra, must be taken into account. The allowable stresses in individual axle areas depend both on the fatigue strength and on the spectrum of operational stresses. The procedure for the axle structural durability validation, presented in this paper, includes the numerical fatigue life estimation as well as the experimental durability approval. Also the influences of axle design, material properties and manufacturing technology on structural durability are discussed.     

Fatigue lifetime estimation of railway axles

The railway axles are subjected to cyclic loading during their operation. Their load is of long-term nature, therefore a real risk of fatigue failure exists. This failure could lead to derailment of the whole train with serious consequences. To prevent such scenario, the railway axles have to be safely removed from operation before their final failure occurs.This paper presents methodology for the residual fatigue lifetime prediction of the railway axle based on the linear elastic fracture mechanics concept. The methodology contains estimation of the critical position of initial crack, prediction of the fatigue crack front shape development during crack propagation, separation of the bending and press-fitting contributions to the axle load, experimental measurement of the crack growth kinetics of EA4T steel and subsequent estimation of the residual fatigue lifetime of railway axle. Part of the presented study is also devoted to the probability aspects of determination of material characteristics describing fatigue crack propagation and retardation effects caused by existence of plastic zone ahead of propagating fatigue crack. Described methodology is already applied in the design process of new railway axles in Bonatrans company.     

Fatigue crack growth in railway axles: Assessment concept and validation tests

Railway axles are safety relevant components which are usually designed for up to 30 years of service. Besides the experience based definition of inspection intervals, the application of fracture mechanics tools is currently being introduced as an appropriate method. Basic fatigue crack growth data both in the range of stable crack propagation and near the threshold have been experimentally determined for the heat-treated railway axle steels 25CrMo4 (EA4T) and 34CrNiMo6+QT under constant and variable amplitude loading at relevant stress ratios (predominantly fully reversed load cycles, R = −1). For the computational modelling of fatigue crack propagation, a generally applicable stress intensity factor solution has been derived by finite-element analyses. The results are employed for predicting fatigue crack growth in a reference railway axle within the shaft and in the fillet zone near a press fit. Additionally, the influence of press fitting on the crack propagation behaviour in a fillet is discussed. Finally, fatigue crack growth curves experimentally determined on 1:3 and 1:1 scaled axles at constant and variable amplitude loading are compared to the test results for standard M(T) specimens, as well as to respective analytical predictions.     

Fracture mechanics and scale effects in the fatigue of railway axles

Fatigue of railway axles is one of the basic problems of fatigue. However, in spite of the criticality of this component, modern approaches have not been used for addressing a critical revision of traditional design. The scope of this paper is to study the scale effects in fatigue limit and in crack growth rate for a high strength steel used for high speed railway axles.Fatigue limit tests on micro-notched specimens led to the determination of fatigue thresholds for small cracks of the examined steel. This allowed us to successfully analyse the `scale effect' and the fatigue strength of full-scale axles in terms of threshold stress for short cracks emanating from small non-metallic inclusions.A series of crack propagation tests on small scale specimens lead to the definition of an EPFM crack propagation model which has been successfully compared with propagation data on full-scale components. These results support the application of the crack propagation model for the determination of axle inspection intervals.     

Fatigue limit of induction hardened railway axles

A new surface induction hardening technology was designed for the purpose of increasing the resistance of railway wheelsets to fatigue damage. This paper gives a detailed presentation of the technological aspects of induction hardening of axles. The increased fatigue resistance in hardened surfaces compared with standard heat treatment of EA4T steel was verified using tensile test specimens, press‐fitted wheel seat/axle joints at 1:3 scale and press‐fitted wheel/axle joints at actual size. The 70% increase in the fatigue limit of induction hardened EA4T steel specimens compared with material subjected to standard heat treatment clearly demonstrates the effectiveness of this technology.     

Probabilistic fatigue assessment for railway axles and derivation of a simple format for damage calculations

This paper describes a procedure for the determination of railway axle risk of fatigue failure under service loading for a simple fatigue assessment compliant to modern structural recommendations.After an initial review of reliability assessment under fatigue, a fully probabilistic approach is outlined, whose input data for the fatigue damage obtained with the EURAXLES project are briefly summarized. Then, a series of Montecarlo simulations was carried out in order to determine the maximum allowable stress for a given axle made of EA4T and EA1N under service conditions identified by different load spectra from the literature.Results have been obtained in terms of a safety factor for damage calculations that allows designers to adopt a simple semi-probabilistic approach for designing axles for a target reliability against fatigue. The application of this procedure to a railway axle then shows how safety factors should be have to be further increased for taking into the prospective presence of impact damages.     

EURAXLES – A global approach for design,production and maintenance of railway axles: WP2 – development of numerical models for the analysis of railway axles

Current european standards for axle calculations (EN 13103 and EN 13104) are based on an analytical method applying flexural beam principle for critical sections selected by the designer. The method bases on works performed in the 1960s that were introduced to different international reports and recommendations before being adopted by the mentioned european standards. The present procedures for design, production and maintenance of axles lead to reliable products, as shown by the accumulated experience along the last decades. These methods are widely accepted and applied to axle designs in common usage. However, in order to look for optimized products, more accurate modelling techniques like the finite element analysis (FEA) should be adopted, especially for complex structures like powered axles. The characteristics of the finite element models to be applied to railway axles have been analysed in terms of element definition, convergence analysis, boundary conditions, etc. Parametric analyses have been performed to assess the applicability of the models. The numerical models generated have been validated through the comparison with experimental results coming from full scale fatigue tests. Finally, a methodology to design axles using modelling tools as a complement to current european norms is proposed looking for a compromise between the computational effort and the results obtained.     

Fatigue design of railway wheels: a probabilistic approach

This paper deals with a method to evaluate and optimize the design of railway wheels subjected to multiparameter variable fatigue loading. The fatigue loads are statistically evaluated from in‐service measurements. Representative realistic loading paths are built from the knowledge of the influence of various factors (such as train speed and track curvature). Using these paths, the method combines finite element computations and the fatigue equivalence method for damage evaluation in the structure. An extension of the Dang Van fatigue criterion in the high‐cycle fatigue finite life domain associated with a damage accumulation law is adopted. The probability of failure of the structure is directly obtained from the interference between a local fatigue equivalent stress and fatigue strength distributions (based on the stress–strength interference approach). The result is useful for the optimization during the design stage or the validation of the fatigue strength of structures.     

Fracture mechanics assessment of railway axles: Experimental characterization and computation

The results of a joint research project aiming at developing validated fracture mechanics assessment procedures for railway axles are presented. Experimentally determined fatigue crack growth parameters for the commonly used axle steel 25CrMo4 (A4T) and the high strength steel 34CrNiMo6 are included in the range of stable crack propagation and near threshold. The results are employed for predicting fatigue crack growth for cracks initiating at the axle shaft. For the computational modelling of fatigue crack propagation a generally applicable solution for stress intensity factors has been derived. Furthermore, the influence of variable amplitude loading (block loading) on the crack propagation behaviour has been studied and is discussed. The computational results are in good agreement with experimental data determined on standard fracture mechanics specimens as well as down-scaled and geometrically similar axle specimens.     

Investigation into the causes of fracture in railway freight car axle

Railway axles are vital parts of railway. Their failure in the form of dynamic fracture is commonly of disastrous outcomes for railway vehicles. Accordingly, railway axles are designed to be highly reliable, while the maintenance system requires regular inspection in terms of crack initiation. However, due to complex exploitation conditions, complex stress state and multiple stress concentration, railway axles often experience fatigue failures. This occurrence has been studied in a large number of papers. This paper too sheds light on the causes of fracture occurrence in the axle of railway freight car for coal transport in a thermal power plant. Detailed analyses were conducted on the axle fracture surface and mechanical properties. Also, microstructure of the axle material, as well as on exploitation conditions and stress state was examined. Calculations indicated that, apart from working load impact, the influence of press fit joints, especially of the one between the labyrinth seal and the axle is of crucial importance for the analysis of railway axle stress state. The entire numerical–experimental analysis has shown that the considered axle failure was caused by inadequate maintenance, insufficient axle strength and adverse stress state in the railway axle critical cross-sections.     

Parameters affecting the damage tolerance behaviour of railway axles

The paper provides a discussion on damage tolerance options applied to railway axles and factors influencing the residual lifetime as well as the required inspection interval. These comprise material properties such as the scatter of the da/dN–ΔK curve, the fatigue crack propagation threshold ΔK_th and the toughness of the material. Parameters affecting axle loading such as the press fit, rotating bending, load history and mixed crack opening modes are discussed. Finally the influence of the initial crack geometry on residual lifetime is simulated.     

Structural assessment of railway axles – A critical review

The safety assessment of railway axles is based on a two-stage approach: fatigue strength design and regular inspections which, in terms of a general safety philosophy refer to safe-life and damage tolerance concepts. Starting with a recent failure case, a broken axle of a German high speed train, a discussion is presented on issues of both safety levels. These include ideas for finite life design, the treatment of in-service effects on the fatigue strength due to flying ballast damage and corrosion pits, the effect of corrosion on fatigue crack initiation and propagation, potential effects of non-metallic inclusions in steels, the way to detect them by quality control measures and reliability aspects of non-destructive testing with respect to the detection of fatigue cracks. Proposals are made how the safety level could be further improved.     

Multiaxial fatigue behaviour of a short‐fibre reinforced polyamide – experiments and calculations

This paper deals with the fatigue behaviour of a short fibre reinforced thermoplastic under multi‐axial cyclic stress. Based on experimental results on notched and plain specimens, limits of existing methods for the fatigue life estimation in the design process of components exposed to complex multi‐axial loads were investigated. During the manufacturing process of short fibre reinforced thermoplastic components, a moderately anisotropic behaviour in stiffness and strength arises. Because of the material's anisotropy, classical failure hypotheses for the assessment of multiaxial load cases do not apply. In this study, a fatigue failure hypothesis was implemented that assesses the stress components in accordance with the correlating fatigue strengths in the material coordinate system, considering potential interaction between the stress components. Striving for a verified multi‐usable fatigue life assessment method, multiaxial load cases were examined experimentally. The experimental results on unnotched and notched specimens and the fatigue life estimation on the basis of the Tsai‐Wu‐failure hypothesis will be presented.     

An investigation on rotatory bending fretting fatigue damage of railway axles

Fretting damage failure analysis of a Chinese carbon railway axle RD₂ was carried out. The wheel hub was in situ cut to expose the damaged surface of the wheel seat to avoid additional damage. A small‐scale axle test rig was developed, and simulation tests were performed at different rotator speeds of 1800 and 2100 rpm. The wear mechanism of fretting damage areas was a combination of abrasive wear, oxidative wear and delamination. The fracture surfaces exhibited characterization of multisource and step‐profile. The fretting fatigue crack initiated at the subsurface and propagated along an inclined angle at the first stage. The fretting damage at the higher speed was more severe compared with the lower speed, which lead to a relatively shorter fatigue life. The damage morphologies of the axle in the simulation tests were in good agreement with that observed in the failure analysis on real axle.     

Analysis of effect of overloaded vehicles on fatigue life of flexible pavements based on weigh in motion (WIM) data

Overloaded vehicles have a significant impact on pavement fatigue life and distress. As the studies show, the phenomena intensify when the control of traffic is poor. The paper presents the results of the research including analysis of weigh in motion data from eight stations and analysis of asphalt pavement fatigue caused by mixed traffic. Distributions of vehicles axles load including the multiple axles effects are presented. Mixed axle loads were transformed into equivalent number of standard 100 kN axle loads. The regression model of load equivalency factor depending on the axle load distribution and the percentage of overloaded vehicles is presented. The analysis of the effect of overloaded vehicles on decrease of fatigue life of a pavement structure is presented. The analysis has shown that the increase of percentage of overloaded vehicles from 0% to 20% can reduce the fatigue life of asphalt pavement upto 50%.     

Load interaction effects in propagation lifetime and inspections of railway axles

As well known, an interaction effect arises, on crack propagation, when a specimen or a component is subjected to variable amplitude fatigue loading. Depending on the applied load sequence, a certain amount of retardation or acceleration can then be observed, on the fatigue crack growth rate, with respect to the constant amplitude case. In the case of structural ductile materials, the interaction phenomenon is mainly addressed by the local plasticity at the crack tip and can be explained, from a global point of view, by adopting the crack closure concept. In the present research, load interaction effects in a medium strength steel for railway axles are experimentally analyzed by companion and full-scale specimens. The experimental outcomes show a significant retardation with respect to a simple no-interaction approach and the Strip-Yield model offers good, yet conservative, estimates of crack advance. The consequences of crack growth retardation on the inspection periodicity of railway axles are then discussed.     

Stress intensity factor solutions for cracks in railway axles

The aim of this paper is a collection of stress intensity factor solutions for cracks in railway axle geometries which the authors of the present special issue developed and/or used for damage tolerance analyses. These solutions comprise closed form analytical as well as tabled geometry functions and they refer to solid as well as hollow axles and various crack sites such as the T- and V-notch and the axle body.     

Finite element approach toward an advanced understanding of deep rolling induced residual stresses,and an application to railway axles

A full-scale railway axle, made of medium strength steel EA4T and adopted for high-speed applications, is deep rolled. The induced residual stresses were experimentally characterized by X-ray diffraction and hole drilling. A realistic finite element model is proposed to overcome some of the existing shortcomings in simulation of deep rolling. Deep rolling coverage is defined, formulated and incorporated into the simulation. The model is validated by the experimental measurements. A parametric study is performed to investigate the effect of rolling force (4–19 kN), rolling feed (0.1–0.7 mm/rev) and roll geometry (1.5–10 mm roll tip radius) on the distribution of residual stresses and the induced hardening. A fatigue crack propagation algorithm is used to analyze the influence of the technological parameters on the lifetime of railway axles. Lower feeds, higher loads and thicker rolls, all resulting in higher coverage, can result in higher improvement against fatigue crack propagation. However, extremely high coverage can deteriorate the performance of deep rolled components. Coverage can effectively serve as a master parameter in deep rolling. As a general rule of thumb, adopting deep rolling feed to get a coverage level of 500–900%, while avoiding too high rolling loads and too thin rolls, can induce a suitable compressive residual stress distribution; and effectively prevent/retard fatigue crack propagation.