A 3D numerical and experimental investigation of microstructural alterations around non-metallic inclusions in bearing steel

Non-metallic inclusions such as sulfides and oxides are byproducts of steel manufacturing process. When a component is subjected to repetitive loading, fatigue cracks can emanate from these inclusions due to stress concentrations that happen because of mismatch in elastic–plastic properties of inclusions and matrix. In certain applications such as gears and bearings, crack initiation from inclusions is accompanied with microstructural alteration. This paper employs a numerical as well an experimental approach to investigate these microstructural changes which are so-called “butterfly wings”. A 3D finite element model was developed to obtain the stress distribution in a domain subjected to Hertzian loading with an embedded non-metallic inclusion. A formerly introduced 2D model based on continuum damage mechanics (CDM) was developed to simulate the butterfly wing formation in 3D. Wingspan-to-inclusion ratios were observed at different cross sections following an analytical serial sectioning procedure. A closed form solution was suggested for the wingspan-to-observed-inclusion-diameter ratio and the results were corroborated with the data available in the open literature. On the experimental front, nonmetallic inclusions inside a sample made of bearing steel was detected using ultrasonic inspection method. Rolling contact fatigue (RCF) tests were run on the specimen and post-failure serial sectioning was conducted to understand the 3D shape of butterflies formed around an inclusion detected by ultrasound. Comparison of experimental and numerical serial sectioning of the wings showed a close correlation in the butterfly wings geometry.     

Effect of inclusion/matrix interface cavities on internal-fracture-type rolling contact fatigue life

Flaking failure in rolling contact fatigue (RCF) of hardened bearing steels under well-controlled lubrication is known to originate from the non-metallic inclusion present in the material’s subsurface region. Many researchers stress the importance of the inclusion size as an important factor in RCF life. The RCF performance of steels has been improved through the development of a steelmaking technology that allows reducing the inclusion size. However, due to the limits in visualization of crack initiation and propagation during RCF testing, the issue regarding the number of factors involved in the process remains unsolved. In our prior research, we observed and analyzed cracks initiating from internal defects. The obtained results suggested that the inclusion/matrix interface condition might play an important role in RCF life. In this study, we investigated the effect of inclusion/matrix interface cavities on RCF life through close observation of fatigue cracks. Hot Isostatic Pressing (HIP) treatment was conducted in order to close the cavities and it was found that closing the inclusion/matrix cavities is a very valuable technique for improving RCF life of bearing steels.     

Effect of inclusion on subsurface crack initiation and gigacycle fatigue strength

The effect of inclusions on crack initiation and propagation in gigacycle fatigue was investigated experimentally and analytically in six high strength low alloy steels. Fatigue testing was performed at very high numbers of cycles through ultrasonic fatigue tests at 20 kHz. Inclusions at subsurface are common sites for fatigue crack nucleation in these alloys when cycles to failure was >10⁷ cycles. A significant change in the slope of the S–N curve was observed accompanying the transition from surface to subsurface crack initiation. A deterministic model has been developed to predict the total fatigue life, i.e. crack initiation life and crack propagation life, from the measured inclusion sizes. The predicted fatigue strength agreed reasonably well with the experimental results. It is a tendency that smaller inclusions are associated with longer fatigue life. The results demonstrated that the portions of life attributed to subsurface crack initiation between 10⁷ and 10⁹ cycles are >99%.     

Rolling contact fatigue cracking in rails subjected to in‐service loading

Rolling contact fatigue (RCF) is one of the most important failure mechanisms in rails with significant cost‐ and safety‐related implications on the operation of railway systems. In this work, a metallurgical analysis of RCF crack initiation and propagation, including geometrical characteristics of RCF cracks – length, depth from surface, angle of propagation and spacing between cracks, is presented. The role of proeutectoid ferrite in crack initiation has been studied. Analysis of the fracture surface of an RCF crack revealed a ductile initiation zone followed by a quasi‐cleavage crack propagation. Iron oxide formed in the interior of all cracks in rails exposed to stagnant water with implications to crack propagation rate because of crack closure effects. Sequential sectioning parallel to the rolling surface revealed that RCF cracks possess convoluted surfaces. The crack trace expands with depth from the rolling surface. Subsurface crack initiation has also been documented.     

Towards efficient spall generation simulation in rolling element bearing

Rolling element bearing prognosis is the process of forecasting the remaining operational life, future condition or probability of failure of the bearing. While operational, bearings are subjected to rolling contact fatigue (RCF), and, as a result, a spall is generated on the raceway of the bearing. Complete understanding of the fatigue process is critical for predictive modelling to estimate bearing remaining useful life, which allows improved scheduling of maintenance actions. This work presents an RCF model that was implemented using abaqus finite element software. The RCF model is based on a damage mechanics approach that relates the accumulated microscopic failure mechanisms to a damage state variable and includes representation of material grain structure by a Poisson–Voronoi tessellation. Different microstructures, with a variety of material properties and grain topologies, were constructed for simulation purposes. The geometry of the simulated spalls and the Weibull slopes of the fatigue lives are in good agreement with published theoretical and experimental data. It can be concluded that the assumptions and the simplifications of the current, convenient to use, RCF model yield a sufficiently accurate tool on the basis of previous publications and experimental data.     

Influence of non-metallic inclusions on fatigue life in the very high cycle fatigue regime

The present paper deals with the influence of non-metallic inclusions on fatigue life in the high cycle fatigue and the very high cycle fatigue regime. For that purpose, several castings of steel 42CrMo4 (AISI 4140, DIN EN 1.7225) were produced by using recently developed novel metal-melt filters. The specimens were tested in hot-isostatically pressed and heat treated condition. After fatigue failure every fracture surface was intensively investigated by scanning electron microscopy in order to define the type, the size, the chemical composition, the morphology and the location of the crack initiating discontinuity. Subsequently, Murakami’s √area model was used for the evaluation of the influence of non-metallic inclusions on the fatigue life. In the present investigation four common types of chemical compositions of crack initiating discontinuities were identified. Furthermore, four different internal failure types and their influence on the fatigue life in cast steel were investigated and described. Thus, the present contribution proposes a basic correlation determined from fatigue lives in case of various internal crack initiation types. The key parameters for fatigue life prediction in case of internal fatigue failure in the very high cycle fatigue regime are (i) the size of the crack initiating discontinuity, (ii) the inclusion depth and (iii) the crack initiating failure type.     

EARLY DEVELOPMENT OF FATIGUE CRACKING AT MANUAL FILLET WELDS

Abstract— An experimental study within the Canadian Offshore Corrosion Fatigue Research Programme was performed on the early development of fatigue cracking along the wavy toe of manual fillet welds between structural steel plates. Stress relieved and as-welded cruciform joints were tested under R = −1 and R = 0 loading at different stress amplitudes. The depth and the opening level of cracks as small as 10–20 μm were monitored using miniature strain gauges installed along the toe apex, in combination with beach marking. Most of the "initiation life" (25% to 50% of total life), conventionally defined by a crack depth of 0.5 mm, is consumed in short crack propagation. Three types of short crack development for different combinations of local mean stress and stress range are identified and analyzed. Growth rates in as-welded specimens are faster than in stress relieved specimens, which results in shorter "initiation lives". This is associated with a higher effective stress range, particularly under R = - 1 loading where cracks are open over nearly the full stress range. The V-notch stress intensity factor is a promising parameter to rationalize the crack "initiation life". It takes into account the thickness effect experimentally observed. Under R = - 1 loading of as-welded joints, using R = 0 data and taking the whole stress range gives a reasonably conservative approximation of the crack "initiation life".     

Effect of retained austenite – Compressive residual stresses on rolling contact fatigue life of carburized AISI 8620 steel

In this study the rolling contact fatigue (RCF) of case carburized AISI 8620 steel was numerically and experimentally investigated. For the numerical study, a two dimensional finite element (FE) RCF model based on the continuum damage mechanics (CDM) was developed to investigate the fatigue damage accumulation, crack propagation and final fatigue life of carburized AISI 8620 steel under various operating conditions. A randomly generated Voronoi tessellation was used to model the effects of material microstructure topology. The boundaries of the Voronoi elements were assumed to be the weak planes where damage accumulates, cracks initiate and propagate to simulate inter-granular cracks. A series of torsional fatigue tests were conducted on carburized AISI 8620 steel specimens containing 0% and 35% retained austenite (RA) to determine fatigue load (S) vs. life (N) of the material. The S–N results were then used to determine the material parameters necessary for the rolling contact fatigue model. The torsional fatigue test results indicate that the carburized AISI 8620 specimens with higher RA demonstrate higher life than the specimens with lower RA. The RCF model also indicates that the material with higher level of compressive residual stresses (RS) and retained austenite demonstrates higher RCF life. In order to corroborate the results of RCF model, a three-ball-on-rod rolling contact fatigue test rig was used to determine the RCF lives of carburized AISI 8620 steels with different amounts of RA. The fatigue life and cracks evolution pattern from the numerical and experimental results were corroborated. The results indicate that they are in good agreement.     

Multi-axial fatigue initiation at inclusions and subsequent crack growth in a bainitic high strength roller bearing steel at uniaxial experiments

The behaviour of inclusion initiated fatigue was studied for a high strength bearing steel with a bainite micro-structure. The analysis included experiments and numerical simulations. It was realized that the stress-state was multi-axial in the matrix material that met the inclusion also for a uniaxial far field stress. Fatigue initiation risk at the interface between the inclusion and matrix material was therefore predicted with the Findley multi-axial critical plane criterion. The fatigue parameters were determined from independent experiments on smooth specimens with tensile surface stress gradients. Crack growth from the inclusion to final rupture was modelled as a penny shaped crack with closure compensated effective material parameters. The growth simulations suggested that the majority of the fatigue life was consumed as fatigue crack initiation at the non-metallic inclusion.     

Detrimental effect of nitride and aluminium oxide inclusions on fatigue life in rotating bending of bearing steels

Abstract

Rotating bending fatigue tests were performed on hardened AISI type 52100 bearing steel. Fracture surfaces after testing at a stress amplitude of 950 MPa showed that the Ti(C,N) inclusions which caused fatigue failure were significantly smaller than the corresponding alumina inclusions. The smallest crack initiating Ti(C,N) inclusion had a size of 3 μm and the smallest alumina inclusion was 17 μm. It was also shown that fatigue life was significantly shorter for a steel which showed cracked alumina inclusions on the fracture surfaces than for a steel which had non-cracked inclusions. Finite element calculations were performed to determine the driving forces of short cracks at Ti(C,N) and alumina inclusions. Two configurations were studied in each case, based on both non-cracked and cracked inclusions. The calculations incorporated heat treatment simulation and cyclic loading with successive growth of cracks. It was found that the Ti(C,N) configurations gave the highest driving forces for crack growth. The alumina configuration with a non-cracked inclusion gave the lowest driving force. It was concluded based both on experimental evidence and theoretical considerations that Ti(C,N) inclusions are more detrimental to fatigue life than alumina inclusions of the same size. It is their shape and thermal properties which make Ti(C,N) inclusions more detrimental than alumina inclusions. Internal cracking of alumina inclusions leads to reduced fatigue life.     

Corrosion fatigue crack initiation and growth in 18 Ni maraging steel

Nucleation of fatigue cracks in air and 3.5 wt% NaCl solution has been studied in an 18 wt% Ni maraging steel. Specimens tested on reverse bending fatigue machine showed a marked decrease in fatigue strength of the steel in NaCl solution reducing the 10⁷ cycles endurance limit from 410 MPa in air to 120 MPa. Microscopic studies revealed crack initiation to be predominantly associated with non-metallic silicate inclusions in both cases. In air, initiation is caused by decohesion of the inclusion/matrix interface, while in NaCl solution complete detachment of inclusions from the matrix results due to the dissolution of the interface. 70% more inclusions are quantitatively shown to be associated with cracks in NaCl solution than in air at the same stress levels. Experimental and theoreticalS-N curves and inclusion cracking sensitivity data are consistent with the mechanism suggested. The final fracture occurs by the main crack consuming the inclusions ahead of it by the “unzipping” of the shear band produced between the crack tip and the inclusion ahead.     

Defect propagation at a circular interface

In this paper a nonlinear, nonuniform cohesive zone is employed to study the detailed features of quasi-static defect evolution in a simple, planar elastic system consisting of a circular inclusion embedded in an unbounded matrix subject to different remote loading configurations. The inclusion–matrix interface is assumed to be described by Needleman-type force-separation relations characterized by an interface strength, a characteristic force length and a shear stiffness parameter. Interface defects are modeled by an interface strength which varies with interface coordinate. Infinitesimal strain equilibrium solutions, which allow for rigid body inclusion displacement, are sought by eigenfunction approximation of the solution of the governing interfacial integral equations. For equibiaxial tension, quasi-static defect initiation and propagation occur under increasing remote load. For decreasing characteristic force length, a transition occurs from more or less uniform decohesion along the bond line to propagation of a crack-like defect. In the later case a critical failure load is well defined and interface failure is shown to be defect dominated (brittle decohesion). For interfaces with large characteristic force length, the matrix “lifts off” the inclusion accompanied by a delay in defect propagation (ductile decohesion). The decohesion modes ultimately give rise to a cavity with the inclusion situated within it on the side opposite to the original defect. Results for small characteristic force length show consistency with England’s results for the sharp arc crack on a circular interface (England AH (1966) ASME J Appl Mech 33:637–640) Stress oscillation and contact at the tip of the defect are observed primarily for small characteristic force lengths under extremely small loading. Results for remote tension, compression and pure shear loading are discussed as well. In the final section of the paper the results obtained in the first part are utilized to estimate the plane effective bulk response of a composite containing a dilute distribution of inclusions with randomly oriented interface defects.     

Rolling contact fatigue mechanism of a plasma‐sprayed and laser‐remelted Ni alloy coating

The rolling contact fatigue behaviour of the plasma‐sprayed and laser‐remelted Ni‐Cr‐B‐Si alloy coatings under two different tribological conditions of contact pressure was investigated. Two sets of fatigue‐life data of coatings were characterized by Weibull distributions. The failure mode of the coatings was identified on the basis of worn morphologies as observed at the surfaces of the failed coatings. The tribological mechanism leading to the formation of the fatigue spall was discussed on the basis of the subsurface morphologies observed in the failed coating. Experimental results showed that, the mean life and characteristic life of the coating decreased with increasing the contact pressure. The failure of the coatings can be termed as spalling‐type failure. A refined ‘ring‐crack model' was proposed to explain the formation of the fatigue spall. In the refined model, it was postulated that the joining of the ring‐type cracks and subsurface branched cracks was directly responsible for the spall formation.     

A crystal plasticity based methodology for fatigue crack initiation life prediction in polycrystalline copper

Fatigue failure is the dominant mechanism that governs the failure of components and structures in many engineering applications. In conventional engineering applications due to the design specifications, a significant proportion of the fatigue life is spent in the crack initiation phase. In spite of the large number of works addressing fatigue life modelling, the problem of modelling crack initiation life still remains a major challenge in the scientific and engineering community. In the present work, we present a methodology for estimating fatigue crack initiation life using macroscale loading conditions and the microstructural phenomenon causing crack initiation. Microstructure sensitive modelling is used for predicting potential crack initiation life by employing randomly generated representative microstructures. The microstructural parameters contributing to crack initiation life are identified and accounted for by computing lattice level energy dissipation during fatigue crack initiation. This model is coupled with experimental results to improve the predictive capabilities and identification of potentially damaging weak points in the microstructures. The estimated values for crack initiation life were found to be in good agreement with the experimentally observed values of initiation life. The results have shown that this kind of approach could be successfully used to predict crack initiation life in polycrystalline materials. This work successfully provides an approach for estimating crack initiation life based upon numerical computations accounting for the microstructural phenomenon.     

EFFECTS OF COLD EXPANSION OF A HOLE ON FATIGUE CRACK INITIATION LOCATION AND LIFE OF AN LY12CZ ALLOY

Abstract— In the present study the effects of cold expansion of a hole on the location of fatigue crack initiation and life of LY12CZ alloy sheets are experimentally investigated and a quantitative expression of fatigue crack initiation life presented. Test results and analysis show that there may exist an optimum amount of cold expansion, for which both the coefficient of the resistance to fatigue crack initiation and the threshold are increased, and that the direction of cold expansion has no appreciable effect on fatigue crack initiation life. Observations show that, after cold expansion the fatigue crack nearly always initiates on the final entry face from which the mandrel is introduced into the hole during the final cold expansion process. Therefore it may be thought that the entry face is less resistant to fatigue crack initiation. In addition, the assumption of equivalence of residual stresses and also the strain hardening conditions on both the entry and exit faces may be questionable.     

Effect of inclusions on fatigue behaviour of hardened spring steel

Abstract

The fatigue lifetimes of hourglass shaped specimens of a hardened spring steel were studied. The failure probability was determined experimentally at one loading level and causes of fatigue failure were identified on fracture surfaces. The depth profile of residual stresses after fatigue testing was determined using X-ray techniques. Cyclic flow data, long crack growth data, and the threshold for crack propagation were determined. Inclusion size distributions of the steel were obtained using different techniques. A model for the probability of fatigue failure of the hourglass specimens was formulated. Microcracks are assumed to exist at all inclusions and specimen failure is controlled by those cracks which can propagate to failure. Two different models based on linear fracture mechanics were used to determine critical inclusion sizes for crack propagation. The models take into account all the above independent experimental data, i.e. residual stresses, cyclic flow data, threshold for crack propagation, inclusion distribution, etc. Experimental failure probabilities were satisfactorily reproduced by the model.

MST/1648     

Evaluation of corrosion fatigue crack propagation life at low-pressure steam turbine rotor groove

The corrosion fatigue crack propagation life of Christmas-tree type rotor groove with three hooks is studied. Each corner of the hook can be a candidate for crack initiation site therefore the condition where cracks initiate and propagate simultaneously at several hook corners must be considered. When a blade is inserted in the rotor groove, narrow gap is introduced unavoidably between the rotor groove and the blade root. The effect of this narrow gap on the crack behavior must also be considered. A procedure was presented to assess the crack initiation and propagation behavior under such a condition. Using the procedure, crack initiation and propagation behavior was evaluated for several gap conditions. It was revealed that the gap condition had little effect on the relation between crack depth at the third hook corner and life consumption ratio (ratio of loading cycle to final failure life). A corrosion fatigue test was performed using a rotor groove model specimen, and the results were compared with the evaluation results.     

Observations of the effect of varying Hoop stress on fatigue failure and the formation of white etching areas in hydrogen infused 100Cr6 steel rings

White etching cracks (WECs) in wind turbine gearbox bearings have been studied previously. Rolling contact fatigue (RCF) tests are conducted on 100Cr6 bearing steel rings, in this study, to generate WECs like those found in wind turbine bearings. This research studies the effect of two different levels of tensile Hoop stresses on the failure life and formation of WECs in the rings. The rings are pre-charged with hydrogen before RCF tests are conducted. It is found that these rings experience incremental fatigue failure, followed by a sudden rapid failure. The fractography, Reflecting Light Microscopy (RLM) and Scanning Electron Microscopy (SEM) results are presented in this paper.     

Microstructure-based fatigue modeling of cast A356-T6 alloy

High cycle fatigue (HCF) life in cast Al-Mg-Si alloys is particularly sensitive to the combination of microstructural inclusions and stress concentrations. Inclusions can range from large-scale shrinkage porosity with a tortuous surface profile to entrapped oxides introduced during the pour. When shrinkage porosity is controlled, the relevant microstructural initiation sites are often the larger Si particles within eutectic regions. In this paper, a HCF model is introduced which recognizes multiple inclusion severity scales for crack formation. The model addresses the role of constrained microplasticity around debonded particles or shrinkage pores in forming and growing microstructurally small fatigue cracks and is based on the cyclic crack tip displacement rather than linear elastic fracture mechanics stress intensity factor. Conditions for transitioning to long crack fatigue crack growth behavior are introduced. The model is applied to a cast A356-T6 Al alloy over a range of inclusion severities.