Investigation of rolling contact crack initiation in bainitic and pearlitic rail steels

The stress–strain history and the crack initiation lives of bainitic and head‐hardened pearlitic rail steels were determined under rolling contact loading by implementing the semi‐analytical Jiang–Sehitoglu rolling contact model that incorporates both ratchetting and multiaxial fatigue damage. The calculations revealed that the bainitic steel withstands higher loads than the pearlitic steel at low shear tractions, however; both materials behave in an increasingly similar manner as the shear tractions increase. Furthermore, maximum damage occurs in both steels when ratchetting and fatigue damage coincide on the surface. In addition to shedding light on the rolling contact fatigue (RCF) performance of bainitic and pearlitic rail steels, the current work also establishes a methodology for the realistic prediction of crack initiation under RCF.     

Effects of hot deformation and accelerated cooling on microstructural evolution of low carbon microalloyed steels

Abstract

Using a Gleeble 1500 hot simulator, the effects of hot deformation parameters and accelerated cooling conditions on the microstructural characteristics of low carbon microalloyed steels were investigated by means of compression tests. It was found that the grain refinement effect of single pass reduction in the recrystallisation or unrecrystallisation temperature ranges is weaker than that of two pass reduction in the recrystallisation and unrecrystallisation temperature ranges. However, four pass deformation in the recrystallisation and unrecrystallisation temperature ranges could result in rather fine grained microstructures and, when coupled with moderately high cooling rate, partially acicular ferrite microstructure could be obtained. With the increase of cooling rate, the microstructure becomes finer and the content of acicular ferrite increases. Under similar deformation and cooling conditions, the specimens with relatively high carbon content have more refined microstructures.     

Development of bainitic rail steels with potential resistance to rolling contact fatigue

Rails are a major capital and maintenance cost for railways in North America. While manufacturers produce clean steels with high quality, most rails made today retain the basic carbon–manganese chemistry of traditional pearlitic rails. This paper describes the development of a bainitic rail steel with potential additional resistance to rolling contact fatigue damage. It is shown that rails can be produced in bainitic steel without the need for complex heat treatments after rolling, and that bainitic rails can have higher hardness and fracture toughness than pearlitic rails. Although small‐ and full‐scale tests indicate that the wear performance of bainitic steel depends considerably on test conditions, the indication is that bainitic steel rails can have significantly better rolling contact fatigue performance compared to pearlitic rails. Reasons for the superior fatigue performance are not fully understood, although a number of hypotheses exist. A conclusion is that continued research would be useful to understand quantitatively the physics and metallurgy of wheel/rail contact.     

Life prediction for rolling contact fatigue crack initiation of kiln wheels

This paper investigates the rolling contact fatigue life of kiln wheels with respect to the axis line deflection related with the applied supporting loads on wheels. Fatigue crack initiation criterions for elastic shakedown, plastic shakedown, and ratcheting material responses are applied to assess wheels responses with two sets of axial line deflection, one is measured in field and the other is optimal adjustment for the measured axial line deflection. The finite element simulations are performed by using the Bilinear material mode for nonlinear and kinematic hardening within ANSYS 11.0. By comparing life prediction from different criterions, it is showned that the low-cycle fatigue is the predominated failure. Results from different axial line deflection indicate that the optimum adjustment can greatly enhance the whole life of the supporting structure, that is useful for kiln adjustment and maintenance.     

Deformation banding and origins of rolling and annealing textures in low carbon and interstitial free steels

Abstract

This paper is dedicated to the memory of Professor Sir Robert Honeycombe, who examined the first author's PhD thesis on this subject in 1972. The paper reviews some of the very large improvements in the understanding of the formation of textures and microstructures in drawing quality steels in both their deformed and recrystallised states made since the 1970s, focusing in particular on deformation bending in interstitial free steels.     

A study on the microstructural changes in hot rolling of dual-phase steels

In this study, hot rolling behavior of a low alloy steel in the dual-phase region is studied. The effects of various process parameters such as initial temperature, soaking time, rolling speed and the cooling conditions are investigated. Then, mechanical testing and microstructural studies are performed and the effects of process parameters are studied and finally the optimum rolling program is determined based on the achieved results. The results show that rolling speed significantly alters the final microstructures and mechanical properties. Higher rolling speed results higher volume fraction of ferrite phase. In addition, the optimum dual-phase microstructure for this steel can be obtained with; an initial rolling temperature of 900 °C, after 30 min soaking time, a strain rate of 3.8 s^-1 and cooled at the rate of 250 °C /s.     

Effect of dynamic strain aging on fatigue crack growth behaviour of reactor pressure vessel steels

Abstract

Fatigue tests under constant amplitude load were conducted on compact tension specimens of SA533B3 steels with four levels of sulphur content at different temperatures. A modified capacitance type crack opening displacement (COD) gauge was shown to be suitable for fatigue crack length measurement at high temperatures. Test results obtained with different measurement techniques show good consistency. The observation that the Young's moduli measured at a strain rate of 4 × 10^?3 s^?1 for the SA533B3 steels at 150 and 300°C do not decrease with increasing temperature seems to be related to the presence of dynamic strain aging. The fatigue crack growth rates at 150 and 300°C are about two and half times slower than those tested at 400°C because dynamic strain aging prevails at 150 and 300°C. Fractographic examination results suggest that inclusions embedded in secondary cracks enhanced the fatigue crack initiation rather than the fatigue crack growth.     

Modelling dislocation assisted tempering during rolling contact fatigue in bearing steels

Rolling contact fatigue in bearing steels is manifested by dark-etching regions, which are attributed to deformation induced tempering. In order to quantitatively explain this phenomenon, a model is suggested for martensite tempering assisted by dislocation glide during rolling contact fatigue. In the model, dislocations transport carbon from the matrix to carbide particles, provided that the carbon is located at a certain distance range from the dislocation contributing to the tempering process. By calculating the amount of carbon in the matrix, the kinetics of carbide thickening and hardness reduction are computed. It is found that the dark-etching region kinetics can be controlled by both bearing operation conditions (temperature and deformation rate) and microstructure (type, size, and volume fraction of carbides). The model is validated against tested bearings, and its limitations are discussed.     

The effect of contact load reduction on the fatigue life of pearlitic rail steel in lubricated rolling–sliding contact

Twin-disc contact simulation tests were carried out to investigate the influence of contact pressure variation on rail steel fatigue life. Both a colloidal suspension of molybdenum disulphide in an oil carrier fluid (similar to a commercial flange lubrication product) and water were used as lubricants. It was found that the reduction from 1500 to 900 MPa of the maximum Hertzian contact pressure (at which a molybdenum–disulphide-lubricated and previously worn rail sample was tested) extended the fatigue life of the rail steel by over five times. For water lubrication a similar reduction in contact pressure produced only a marginal increase in fatigue life. The results were found to be in qualitative agreement with the predictions of the newly developed Three Mechanism (TM) model of rolling contact fatigue, which is introduced here. This model combines the mechanisms of ratcheting and the fracture mechanics-based mechanisms of both shear stress- and tensile stress-driven, fluid-assisted, crack growth.     

Crack initiation from micro surface holes in bearings under rolling contact fatigue

Investigations concerning surface crack growth are necessary for understanding the mechanism of rolling contact fatigue (RCF) of bearings because the surface defects cause flaking failures. In the present work, micro holes were artificially made prior to the RCF tests and the initiation of the surface cracks from the micro holes was observed in order to find the key factors for understanding their features. Crack initiation directions were compared to the stress intensity factors calculated by a simple method based on the theory. The extent to which ‘contact pressure (wedge effect)’ and ‘contact stresses’ are applicable for understanding the correlations between the crack initiation directions and stress intensity factors is discussed. The crack initiation directions are strongly correlated to the stress intensity factors caused by the contact stresses alone. We concluded that the crack growth and initiation are dominated by stress intensity factors caused by contact stresses rather than the wedge effect.     

Micro- and macro-approach to the fatigue crack growth in progressively drawn pearlitic steels at different R-ratios

This paper deals with the role of microstructure on the fatigue behaviour of pearlitic steels with different degrees of cold drawing. The analysis is focussed on the region II (Paris) of the fatigue behaviour, measuring the constants (C and m) for the different degrees of drawing. From the engineering point of view, the manufacturing process by cold drawing improves the fatigue behaviour of the steels, since the fatigue crack growth rate decreases as the strain hardening level in the material increases. In particular, the coefficient m (slope of the Paris laws) remains almost constant and independent of the drawing degree, whereas the constant C decreases as the drawing degree rises. The paper focuses on the relationship between the pearlitic microstructure of the steels (progressively oriented as a consequence of the manufacturing process by cold drawing) and the macroscopic fatigue behaviour. To this end, a detailed metallographic analysis was performed on the fatigue crack propagation path after cutting and polishing on a plane perpendicular to the crack front (fracto-metallographic analysis). It is seen that the fatigue crack growth path presents certain roughness at the microscopic level, such a roughness being related to the pearlitic colony boundaries more than to the ferrite/cementite lamellae interfaces. Fatigue cracks are transcollonial and exhibit a preference for fracturing pearlitic lamellae, with non-uniform crack opening displacement values, micro-discontinuities, branchings, bifurcations and frequent local deflections that create microstructural roughness. The net fatigue surface increases with cold drawing due to the higher angle of crack deflections. With regard to the influence of the R-ratio, an increase of such a stress ratio produces microcracking with a higher number of branchings for the same stress intensity range.     

Extension of the Tanaka-Mura model for fatigue crack initiation in thermally cut martensitic steels

A multi scale numerical approach for evaluation of crack initiation and propagation in thermally cut structural elements made of martensitic steel is presented. A numerical simulation of micro-crack initiation is based on the Tanaka-Mura micro-crack nucleation model, where individual grains of synthetic microstructure are simulated using the Voronoi tessellation. Three improvements are added to this model (multiple slip bands, micro-crack coalescence and segmented micro-crack generation). Crack propagation is then solved on a macro scale model using linear elastic fracture mechanics approach. Some experimental tests have also been performed to check the accuracy of the numerical model. The results of the proposed computational model show a reasonable correlation with the experimental results.     

A single parameter to evaluate stress state in rail head for rolling contact fatigue analysis

Based on the Smith‐Watson‐Topper (SWT) method, a phenomenological approach for multiaxial fatigue analysis, the maximum SWT parameter is proposed as a single parameter to evaluate the stress state in the rail head for assessing the fatigue integrity of the structure. A numerical procedure to calculate the maximum SWT parameter from a finite element analysis is presented and applied in a case study, where the stress and strain fields due to wheel/rail rolling contact are obtained from a three‐dimensional finite element simulation with the steady‐state transport analysis technique. The capability of the SWT method to predict fatigue crack initiation in the rail head is confirmed in the case study. Analogous to von Mises stress for strength analysis, the maximum SWT parameter can be applied to evaluate the fatigue loading state not only in rail head due to rolling contact fatigue but also in a generic structure subjected to a cyclic loading.     

Evaluation of changes in X-ray elastic constants and residual stress as a function of cold rolling of austenitic steels

Abstract

Austenitic steels rapidly attain high mechanical strength when subjected to cold working. The heterogeneous plastic deformation produced in cross section of the specimen, development of preferred orientation and martensitic transformation contribute to the occurrence of residual stress in cold worked steels. AISI 304 and 316 steels were cold rolled at room temperature from 10% up to 70% deformations in steps of 10%. The formation and sigmoidal growth of martensite caused by cold rolling (CR) 304 steel was studied by X-ray diffraction. The residual stresses generated were evaluated in both the austenite and martensite phases using sin² ψ technique. The accurate determination of residual stress by X-ray diffraction requires experimental determination of X-ray elastic constants for both the austenite and martensite phases. The changes in X-ray elastic constants as a function of CR of 304 and 316 steels were measured and their effect on residual stress values was established. The results show that tensile stress was generated initially on cold working in the austenite phase in both steels and in the dominant martensite phase in 304 steel, which decreases, passes through zero and becomes compressive at higher deformations. X-ray elastic constants were found to decrease in all cases and a maximum reduction of 15% was found.     

Flaking failure originating from a single surface crack in silicon nitride under rolling contact fatigue

Flaking failure caused by surface cracks of silicon nitride ceramic bearings has been investigated from the viewpoint of the ring crack model. However, the relation between surface and subsurface cracks under rolling contact fatigue is not fully understood. In this investigation subsurface cracks branching from an initial surface crack were observed in detail, and the process of flaking failure was investigated. The specimens were observed prior to the separation of the surface layers and it was found that the initial surface cracks grew vertically to the surfaces and did not curve as predicted by the ring crack model. Subsurface cracks branched from the single surface cracks and grew in a direction parallel to the surface. They grew in both the same and the opposite directions to the ball movement, with small upward and downward branches. These subsurface cracks grew prior to the semi‐circular surface cracks. From these observations it was concluded that the flaking failures are not caused directly by the surface cracks, but by the subsurface cracks that branch from them.     

Application of a semianalytical strain assessment and multiaxial fatigue analysis to compare rolling contact fatigue in twin-disk and full-scale wheel/rail contact conditions

A semianalytical model is introduced to assess rolling contact fatigue problems in railway applications. The constitutive law is based on the nonlinear kinematic and isotropic hardening model of Chaboche–Lemaitre, which allows the cyclic elastoplastic strain under the contact surface to be evaluated. The much higher computational effectiveness in comparison with finite element (FE) analyses is quantified. The Dang Van multiaxial fatigue criterion is implemented to evaluate the rolling contact fatigue in the subsurface elastic region where cracking is relatively rare but more dangerous than surface cracks. The influence of the presence of sulfides in the wheel matrix in decreasing fatigue strength is also assessed by means of Murakami's approach. The model is used to compare conditions under small-scale twin-disk experiments to full-scale wheel/rail contact conditions. It is found that, for the same Hertzian pressure, the small-scale contact is more conservative in that it causes a deeper plasticized layer as compared with the elliptical full-scale contact. In the investigated cases, crack initiation is also not expected according to Dang Van criterion in neither of the studied contact conditions.     

Investigation of rolling contact fatigue cracks in a grade 900A rail steel of a metro track

Rolling contact fatigue (RCF) has been of increasing concern in the recent years in respect of the safe operation of high‐speed railway track with high traffic intensity. The present paper summarizes the results of the first investigation of RCF damage encountered in the Athens Metro. The objective of the investigation was to determine the initiation and propagation of RCF cracks and to determine their geometrical characteristics. A thorough metallographic investigation of track regarding shelling and spalling defects showed the development of a subsurface network of cracks. An analysis of the Hertzian stress field was used to determine the conditions for first yield and shakedown limits as a function of loading.     

The current status of theory and practice on rail integrity in Japanese railways—rolling contact fatigue and corrugations

The paper describes the Japanese understanding and practice with regard to wheel rail interface problems and their management. Rolling contact fatigue, especially squat defects, grinding, corrugations and lubrication, have been considered. The understanding has been developed through a combination of theoretical modeling, laboratory‐based experiments and field trials. Measures have been introduced to mitigate the detrimental effects of these problems and are resulting in benefits to the Japanese railway companies. However, more work is required to better understand wheel rail interface problems and to provide effective solutions.     

Similarities of stress concentrations in contact at round punches and fatigue at notches: implications to fretting fatigue crack initiation

A linear elastic model of the stress concentration due to contact between a rounded flat punch and a homogeneous substrate is presented, with the aim of investigating fretting fatigue crack initiation in contacting parts of vibrating structures including turbine engines. The asymptotic forms for the stress fields in the vicinity of a rounded punch-on-flat substrate are derived for both normal and tangential loading, using both analytical and finite element methods. Under the action of the normal load, P , the ensuing contact is of width 2 b which includes an initial flat part of width 2 a . The asymptotic stress fields for the sharply rounded flat punch contact have certain similarities with the asymptotic stress fields around the tip of a blunt crack. The analysis showed that the maximum tensile stress, which occurs at the contact boundary due to tangential load Q , is proportional to a mode II stress intensity factor of a sharp punch divided by the square root of the additional contact length due to the roundness of the punch, Q /(√( b − a )√ π b ). The fretting fatigue crack initiation can then be investigated by relating the maximum tensile stress with the fatigue endurance stress. The result is analogous to that of Barsom and McNicol where the notched fatigue endurance stress was correlated with the stress intensity factor and the square root of the notch-tip radius. The proposed methodology establishes a 'notch analogue' by making a connection between fretting fatigue at a rounded punch/flat contact and crack initiation at a notch tip and uses fracture mechanics concepts. Conditions of validity of the present model are established both to avoid yielding and to account for the finite thickness of the substrate. The predictions of the model are compared with fretting fatigue experiments on Ti–6Al–4V and shown to be in good agreement.     

Predicting fatigue crack initiation in fibre metal laminates based on metal fatigue test data

A methodology is presented to predict the cycles to crack initiation in a notched fibre metal laminate subjected to cyclic loading. The methodology contains four steps. First, the far-field metal layer stress cycle is obtained using classical laminate theory. Second, the peak stress cycle is estimated from a combination of a handbook solution for the stress concentration factor in a finite isotropic plate, and analytical solutions for the stress concentration for equal situations in infinitely large plates. The third step is to adapt the amplitude of the peak stress cycle to the characteristics of S–N data for monolithic material from the literature to allow for the cycles to initiation to be read from the S–N curve for each metal layer.In contrast to what can be found hitherto in the literature about predicting the cycles to fatigue crack initiation in fibre metal laminates, the authors of this paper leave no obscurities but rather attempt to bring understanding of the complete path from situation to prediction.Test results from the literature for Glare 4B-3/2-0.3 have been replicated using the aforementioned methodology. It is shown that it can accurately predict the number of cycles to crack initiation, although the S–N data that is used for the predictions dictates the obtained accuracy. The closer the stress cycle value of the S–N data is to the value of the case analysed, the higher the accuracy obtained. Such a trend was not observed for the stress concentration factor of the S–N curves used, although a choice for S–N data with a different stress concentration factor can cause a significant change in precision. The method is also shown to work for several other fibre metal laminates.