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.     

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.     

An engineering model for prediction of rolling contact fatigue of railway wheels

An engineering model for rolling contact fatigue (RCF) of railway wheels is developed. Three well‐known types of fatigue in wheels – surface‐initiated fatigue, subsurface‐initiated fatigue and fatigue initiated at deep material defects – are accounted for. Fatigue impact is quantified by three fatigue indices expressed in analytical form. The model can easily be integrated in a multibody dynamics code without significantly increasing computational demands. A powerful tool for optimizing train–track configurations with respect to fatigue performance should result. In this paper, theoretical foundations, benefits and limitations of the model are presented. An example of a postprocessing analysis of data from a dynamic simulation of train–track interaction is given.     

Rolling contact fatigue and wear of two different rail steels under rolling–sliding contact

Rolling contact fatigue and wear of rails are well-known problems. However, progress is not easy to predict because these problems interact with each other. Therefore, to reduce damage, the interactions between these two mechanisms must be clarified. In this study, the contact fatigue and wear of UIC 60 and KS 60 rail materials were investigated by twin-disc testing with various parameters. We found that ductility and fracture toughness are important factors on wear and contact fatigue. UIC 60 rail steel with higher ductility and fracture toughness than KS 60 rail steel has a higher resistance to contact fatigue but a lower resistance to wear.     

On the Ekberg, Kabo and Andersson calculation of the Dang Van high cycle fatigue limit for rolling contact fatigue

Recently, various methods have been proposed to assess the risk of rolling contact fatigue failure by Ekberg, Kabo and Andersson, and in particular, the Dang Van multiaxial fatigue criterion has been suggested in a simple approximate formulation. In this note, it is found that the approximation implied can be very significant; the calculation is improved and corrected, and focused on the study of plane problems but for a complete range of possible friction coefficients. It is found that predicted fatigue limit could be much higher than that under standard uniaxial tension/compression for ‘hard materials’ than for ‘ductile materials.’ This is in qualitative agreement, for example, with gears' design standards, but in quantitative terms, particularly for frictionless condition, the predicted limit seems possibly too high, indicating the need for careful comparison with experimental results. Some comments are devoted to the interplay of shakedown and fatigue.     

Retained austenite stability on rolling contact fatigue performance of 8620 case-carburized steel

Varying levels of retained austenite (RA) were achieved through varying undercooling severity in uniformly treated case carburized 8620 steel. Specimens were characterized via XRD and EBSD techniques to determine RA volume fraction and material characteristics prior to rolling contact fatigue (RCF). Higher RA volume fractions did not lead to improvement in RCF lives. XRD measurements after RCF testing indicated that little RA decomposition had occurred during RCF. A continuum damage mechanics (CDM) finite element model (FEM) was then developed to investigate the effects of RA stability on RCF. The results obtained from the CDM FEM captured similar behavior observed in the experimental results. Utilizing the CDM FEM, a parametric study was undertaken to examine the effects of RA quantity, RA stability, and applied pressure on RCF performance. The study demonstrates that the energy requirements to transform the RA phase are critical to RCF performance.     

On propagation of short rolling contact fatigue cracks

Recent accidents involving railway rails have aroused demand for improved and more efficient rail maintenance strategies to reduce the risk of unexpected rail fracture. Numerical tools can aid in generating maintenance strategies: this investigation deals with the numerical modelling and analysis of short crack growth in rails. Factors that influence the fatigue propagation of short surface‐breaking cracks (head checks) in rails are assessed. A proposed numerical procedure incorporates finite element (FE) calculations to predict short crack growth conditions for rolling contact fatigue (RCF) loading. A parameterised FE model for the rolling‐sliding contact of a cylinder on a semi‐infinite half space, with a short surface breaking crack, presented here, is used in linear‐elastic and elastic–plastic FE calculations of short crack propagation, together with fracture mechanics theory. The crack length and orientation, crack face friction, and coefficient of surface friction near the contact load are varied. The FE model is verified for five examples in the literature. Comparison of results from linear‐elastic and elastic–plastic FE calculations, shows that the former cannot describe short RCF crack behaviour properly, in particular 0.1–0.2 mm long (head check) cracks with a shallow angle; elastic–plastic analysis is required instead.     

Statistical analysis on rolling contact fatigue in railroad axle bearing steel

High‐strength steels are widely used in high‐performance bearings utilized in most mechanical systems. However, there has been little statistical analysis regarding the fatigue failure behaviour of the material, where surface peeling resulted from contact fatigue during rolling is a significant life‐limiting mechanism. In this study, we examine the statistical behaviour of surface‐crack nucleation, propagation, and peeling in a high‐speed train axle bearing made of GCr15 steel by using a laboratory rolling‐contact equipment. We reveal that cyclic rolling‐contact leads to the formation of a hardness gradient in the outer ring of the bearing. The gradient layer is of several millimetres. The peeling rate could be as high as 28 μm per million cycles when the contact pressure is close to that applied in real service. Peeling‐induced cracking is dominantly transgranular. The incipient angle is about 23.2°, and its depth could be hundreds of micrometres. The findings reported here could be employed to assess the lifetime of bearings made of GCr15 steel and possible other engineering metals.     

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.     

Multiaxial fatigue life calculation model for components in rolling‐sliding line contact with application to gears

Important components such as gears, rollers, or bearings operate in rolling‐sliding contact loading conditions. Determination of their fatigue lives remains a challenging task due to complex states of stress and strain in the contact region, as well as complex contact conditions such as variable loading amplitude and complex geometry of contact. A mathematical model of rolling‐sliding line contact combined with a multiaxial fatigue life calculation model based on the Fatemi‐Socie critical plane crack initiation criterion is proposed. The developed model was applied to gears' teeth in mesh and compared with fatigue lives of gears reported in the literature. Good agreement was determined confirming the validity of the proposed model. A further advantage is obtaining locations of initiated cracks and the orientation of critical plane(s), which can subsequently be used for the estimation of crack shapes in initial phases of their growth and the damage type that they can be expected to develop into.     

Flaking failures originating from microholes of bearings under rolling contact fatigue

Rolling contact fatigue tests were carried out using plates with microholes (diameter was about 100 μm and depth was about 140 μm) under three different loads (maximum values of Hertzian stress were about 3250, 3550 and 3840 MPa, respectively) and the surface cracks initiating from those holes were observed. It was found that there is a threshold value of maximum Hertzian stress whether surface cracks originate from microholes or not, and its value is between 3250 and 3550 MPa. However, flaking failures occurred even when the stress values were lower than the threshold value. In order to investigate the relation between the flaking failures and the cracks, sectional observations of the subsurface cracks were made before and after the surface layer separations. From these observations, it was found that the subsurface cracks caused the flaking failures even when the maximum value of Hertzian stress was lower than the threshold value of surface crack initiation.     

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.     

Interaction between cracks and microstructure in three dimensions for rolling contact fatigue in railway rails

The rail–wheel contact generates plastic deformation and cracks in the top layer of a rail. Rolling contact fatigue (RCF) cracks in rail samples from track and from a full scale test rig were examined. Due to the shear forces arising in the wheel rail contact, the microstructure close to the surface becomes aligned in the shear direction. Thereby, the pearlite becomes anisotropic, and resistance to cracks is lower in certain directions. RCF cracks follow the weakest direction of the microstructure, which in pearlitic railway rails is the aligned pearlite structure or singular weaknesses such as pro‐eutectoid ferrites or slags. The deformation of the microstructure is different depending on loading situation and original microstructure (rail grade). Once the plastic deformation is present, the cracks follow the path of the weakest crack resistance. Cracks close to each other can interact or shield each other; it is unclear, however, to what extent. In this paper, a new method is described that allows the presentation of RCF cracks in three dimensions.     

Surface crack growth of silicon nitride bearings under rolling contact fatigue

Surface crack growth of silicone nitride ceramic bearings under rolling contact fatigue has been investigated from the viewpoints of contact stresses (ring crack model) and fluid pressure (wedge effect model). The mechanisms of these two models have been investigated independently; however, it was impossible to separate the effects of contact stresses and fluid pressure on surface crack growth. In this paper the effects of contact stresses (ring crack model) on surface crack growth are investigated. In the ring crack model the crack growth is caused by contact stresses around the circumference of the contact circle. The growth of surface cracks located inside and outside the contact track was observed in order to obtain data from which we could reexamine the ring crack model. The outside cracks under rolling contact fatigue were propagated by contact stresses alone and also the inside cracks grew as slowly as the outside cracks. We concluded that the cracks are propagated by the single effect of contact stresses. Preliminary observations of surface crack growth showed that the cracks were unaffected by wear and residual stresses.     

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.     

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.     

A rolling contact fatigue crack driven by squeeze fluid film

ABSTRACT A new model of surface breaking rolling contact fatigue (RCF) crack driven by a coupled action of a squeeze oil film built up in the crack interior and a pressure exerted at the external contact interface was developed. The model can be applied to the ‘nominally dry’ contact couples with an occasional presence of liquid in the crack interior (wheel/rail contact) as well as to the elastohydrodynamic lubrication (EHL) conditions. In the first case, the contact load is a result of solid/solid interaction and can be determined by solving the FE contact problem, but the liquid contained in the crack interior forms a thin film between the crack faces changing their interaction into the type of liquid/solid. This liquid is being periodically squeezed under contact load and acts as a ‘squeeze film’ known from the lubrication theory. In the second case, the liquid (lubricating oil) is permanently present in the contact area and consequently in the vicinity of the crack mouth. This creates conditions for filling the crack with oil. Similarly as in the first case, the ‘squeeze oil film’ is built between the crack faces. The contact load in this case results from a liquid/solid interaction and can be approximated by the pressure and traction distributions obtained from the numerical solution of the elastohydrodynamic contact problem. In both cases the model can be used to determine the Linear Elastic Fracture Mechanics (LEFM) crack tip stress intensity histories during cyclic loading and consequently to predict the crack growth rate and direction. An example of applying the model to the EHL case is given to explain the mechanisms and phenomena leading to the crack front loading. The cycle of rolling a roller over the crack was numerically simulated to obtain the mixed mode (I and II) SIF histories. In the analysis, the EHD pressure and traction were determined through the full solution of the EHD line contact problem accounting for the presence of a crack, whilst the pressure in the crack was found with the use of the wedge shaped squeeze oil film (SOF) model. Possible effects of the mode I and mode II stress intensity cycles on crack growth rate and direction are discussed. The solution indicates high pressure in the neighbourhood of the crack tip, exerted on the crack faces by the squeeze oil film. This leads to the ranges of the mode I and mode II SIF variations, which are larger than for the ‘dry’ and ‘fluid entrapment’ models, and can be an explanation for the crack growth rate observed in practice     

微合金化渗碳齿轮钢的接触疲劳性能

通过滚动接触疲劳试验方法,研究了两种渗碳齿轮钢的接触疲劳性能.结果发现,渗碳齿轮钢接触疲劳试样失效方式主要为渗碳层的点蚀和剥落.氧含量较低的Nb微合金化齿轮钢(含0.04%的Nb)中氧化物夹杂数量少、尺寸小,接触疲劳裂纹起裂较难;同时,Nb微合金化齿轮钢渗碳层晶粒尺寸小、硬度高,提高了疲劳裂纹萌生及扩展阻力,导致Nb微合金化后,齿轮钢的接触疲劳寿命大幅度提高.     

Numerical assessment of the loading of rolling contact fatigue cracks close to rail surface irregularities

Rolling contact fatigue damage of railway rails in the form of squats, characterised by local depressions and cracks located at the rail surface, has been linked to the occurrence of local rail surface irregularities. This study concerns rolling contact fatigue cracks in the vicinity of fairly smooth surface irregularities, here denoted dimples. The influence of factors such as dimple geometry, cluster effects, and crack size is evaluated. To this end, dynamic vehicle–track simulations featuring realistic wheel and rail profiles are employed to characterise the dynamic impact during a wheel passage. The contact load in the vicinity of the dimples is then mapped onto a 3D finite element model of a rail section containing a crack in the rail head. The crack loading is finally quantified by multimodal stress intensity factors. The analyses establish that also shallow dimples might have a significant impact on the crack loading. This effect is increased for larger or multiple irregularities but decreases as the crack grows.