Comprehensive surface integrity evaluation during early stages of gear contact fatigue

Abstract

The study aims to evaluate the microstructural sensitive aspects of contact fatigue crack initiation and its evolution during the gear lifetime. Tests were performed to evaluate different stages in the evolution curve of gear contact fatigue. The magnetic Barkhausen noise (MBN) technique was used to characterize variations in the magnetic response in gears during the incipient gear contact fatigue mechanisms initiation. For a complete comprehension of the surface degradation, residual stresses, microstructure, and microhardness were explored. A substantial increase in the MBN signal is identified before the fatigue failure occurs, indicating the occurrence of microstructural alterations that change the magnetic properties. The early stages of contact fatigue are accompanied by a surface softening in the near-surface region, up to approximately 40 µm depth. These phenomena were also followed by a less compressive residual stress region at 20 µm depth. A lower influence of microstrains on the diffractogram can be observed by the full width at half maximum parameter (FWHM), indicating a higher amount of dislocation annihilation during the appearance of the initial stages of the contact fatigue mechanism. The study concludes by proposing a comprehensive approach to understand the mechanisms behind the early stages of gear contact fatigue and how the MBN signal can be used to detect fatigue damage.