Rail Material Research Articles

A novel prediction method for rolling contact fatigue damage of the pearlite rail materials based on shakedown limits and rough set theory with cloud model

Evaluation and prediction of wheel-rail rolling contact fatigue (RCF) damage can provide important theoretical guarantees for the service safety of wheels and rails and help make maintenance easier to plan. This study aims to develop a novel method for evaluating and predicting RCF damage of the pearlite rail materials with various initial shear yield strengths (ke). Based on the rough set mathematical theory incorporated within the cloud model of the comprehensive evaluation index (P0/ke*μt), a novel evaluation and prediction method for RCF damage states of various pearlite rail materials was constructed using the shakedown limits for pearlite rail materials with various initial shear yield strengths. To develop this novel prediction method, different evaluation indices for RCF damage states were designed. A comprehensive certainty approach was introduced to quantitatively analyze the actual measured values of distinct evaluation indices that corresponds to different RCF damage states, wherein the maximum value rule was applied. Moreover, the prediction results were confirmed after further verifying using the actual measured value of the P0/ke*μt. The results indicated that the predicted results were consistent with the test outcomes. The key feature of this prediction method was that it involved both the intrinsic shear yield strength of evaluated pearlite rail materials and wheel-rail rolling contact variables. On the basis of the two-dimensional classical shakedown map, a three-dimensional shakedown limit diagram for rail materials with varying initial shear yield strengths was further constructed using this novel prediction method. The three-dimensional shakedown limit diagram featured an inclined curved surface. As the initial shear yield strength of the pearlite rail materials increased, the curved surface tilted downward, indicating that an increase in the initial ke value of the pearlite rail materials could result in a lower shakedown limit.

Investigation on the influence of the slip at the wheel-rail contact patch on the shakedown limit of rail material

Research on factors affecting rolling contact fatigue (RCF) damage of rail materials has become increasingly important since developing effective measures to mitigate RCF damage is crucial. This study focuses on exploring the influence of full slip and partial slip contact modes at the wheel-rail contact patch on the RCF damage behavior and the shakedown limit of the pearlite rail material through wheel-rail RCF rolling-sliding tests. Firstly, based on the wheel-rail adhesion-creep curves in dry, water and oil environments, the creepage required to achieve full slip during the rolling-sliding tests was determined. Then, rolling-sliding tests under full slip contact with different adhesion coefficients were carried out in a dry atmosphere and with the assistance of a third body medium (i.e., oil and water), respectively. Meanwhile, rolling-sliding tests under partial slip contact with the similar contact parameters were performed in a dry atmosphere. The results indicated that RCF damage and wear rates of the rail material under a full slip contact with an adhesion coefficient below the saturation peak on the adhesion-creep curve were significantly less than those under partial slip contact with similar contact parameters. Moreover, under full slip contact with an adhesion coefficient below the saturation peak on the adhesion-creep curve, the pearlite rail materials could exhibit a higher shakedown limit. Furthermore, the influence of full slip and partial slip contact on wheel-rail contact behavior was further analyzed using finite element simulations. Finally, a novel friction modification strategy to mitigate RCF damage and wear of rails was proposed. By applying a specific low-coefficient friction modifier to the wheel-rail interface, the operation of powered wheelsets under controlled creepage conditions that reach the threshold of full slip contact at the wheel-rail contact interface could be employed to achieve the desired adhesion coefficient. Thus, this approach could ensure that the achieved adhesion coefficient met the on-site target adhesion force while reducing RCF damage and wear of rail materials.

Investigation on fatigue parameters in railway wheels using a critical plane model

The contact areas between rail and wheel are critical in determining the performance of rail vehicles. Analyzing the mechanics, materials, tribology, and geometry of the interface is important to understand the contact damage mechanisms, fatigue parameter and fatigue life. Developing a simplified and novel approach to predict crack initiation and fatigue life is key for investigating contact fatigue of rail wheel interaction. This study aims to investigate rolling contact fatigue (RCF) cracks and fatigue life in railroad wheels using Finite Element Model (FEM). Using a proper material model that accounts for plastic shakedown, ratchetting, and cyclic hardening for both the rail and wheel materials, the FEM model is analyzed with the help of Abaqus 2020 tool. The submodelling technique was implemented to reduce computation demand. Stress and strain history outputs extracted from the submodel (at 0 mm, 1.3 mm, 2.6 mm, and 3.6 mm depths) were used to predict critical plane orientation, crack initiation and fatigue life using critical plane models. The orientation of critical (crack) plane was found using a novel MATLAB algorithm by searching for a plane with maximum fatigue parameter (FPmax). The investigation reveals that the location of maximum damage is the subsurface and the crack angles fall within the range of (0°, 40°), (62°, 123°) and (143°, 180°) with a 5 % margin and at a depth of 2.6 mm below the wheel surface. The determined fatigue crack initiation and life at this specific location were 6178 and 7174 cycles, respectively. Predicting the critical zone which is susceptible to shorter crack initiation and fatigue life is a crucial to prevent wheel failure.

The correlation between material deformed microstructure and rolling contact fatigue crack propagation of U71Mn rail when matching with CL60 wheel

Deformed microstructure and rolling contact fatigue (RCF) cracks are the two predominant damage characteristics of the field wheel and rail materials from the cross-sectional view. The proportion of two damage characteristics varied under different operating conditions. Thus, this study aims to investigate the correlation between material deformed microstructure and RCF crack propagation of U71Mn rail when matching with CL60 wheel using a twin-disc testing machine. An initial deformed microstructure layer on U71Mn rail material was first obtained by testing under dry condition, and then the RCF crack propagation tests were conducted under water condition. Results indicated that when the crack depth was smaller than the initial deformed microstructure layer depth, the deformed orientation dominated the crack propagation direction; when the depth of crack propagation towards the matrix exceeded the depth of newly formed deformed microstructure region, crack propagation direction dominated the microstructure deformed orientation. The increase in the initial deformed microstructure layer depth would intensify both the crack length and depth, and also would result in thicker newly formed deformed microstructure region. The Pearson correlation coefficient between initial deformed microstructure layer depth and crack depth was 0.998. The influence of initial deformed microstructure layer depth on wear rate was slightly greater than crack depth.

An investigation into crack initiation and extension mechanism of laminar plasma quenched-tempered rail material with different quenched zones

Laminar Plasma Quenching Tempering (LPQT) is an innovative surface treatment technique for rails, which effectively enhances both their fatigue resistance and wear resistance. This study examines the crack initiation and propagation mechanisms in LPQT-treated rail materials with distinct quenched zones using double-disc testing and metallographic analysis. The findings indicate that the crack initiation and propagation process in LPQT rails with different quenched zones is characterized by four stages. Moreover, the grain size within the spot-quenched zone of LPQT rails is notably smaller, which results in a reduced resistance to RCF crack propagation. Consequently, the crack propagation in point-quenched LPQT rail material is more intricate, with a more severe damage scenario.

An investigation into Belgrospi-like damage formation on a sharp curved track using finite element method

Belgrospi-like damage is a special type of rolling contact fatigue (RCF) characterized by periodically grouped crack nests with short-pitch corrugation, which has been observed on sharp curved track in China. A 3D finite element model of the elastic–plastic wheel–rail transient rolling contact on a sharp curved track is developed to investigate the dynamic rolling interaction on corrugated rail. The competitive relationship between wear and RCF under cyclic loading is evaluated. Important findings include that the slope of corrugation geometry (CG) causes the center of the upslope the greatest dynamic contact solutions, which have a phase lead with respect to the CG. Under long-term cyclic loading, the rail material failure due to the continuous accumulation of plastic shear strain is RCF.

Fatigue failure analysis of U75V rail material under Ⅰ+Ⅱ mixed-mode loading: Characterization using peridynamics and experimental verification

Fatigue failure behavior of U75V rail material under Ⅰ+Ⅱ mixed-mode loading is analyzed and characterized in this work. A fatigue crack propagation experiment was carried out on U75V rail material under mixed-mode loading for R = 0.1. Then, based on the Ordinary State-Based Peridynamic (OSB PD) theory, bond strain rate and bond energy release rate methods were used to characterize the fatigue failure behavior of the rail material. Finally, the simulation results were compared with experimental results in terms of crack propagation length, path and angle to evaluate the characterization effects of both methods. The conclusions were as follows: under single mode I loading, both methods could accurately characterize the fatigue failure behavior of the rail material. However, compared with the bond strain rate method, the bond energy release rate method could provide a more accurate characterization under I + II mixed-mode loading.

An investigation into the constitutive relation of corrugated metro rail material based on nano-indentation experiment and inverse analysis

To establish the constitutive relation of corrugated rail material, rail corrugation was reproduced. The material mechanical properties of corrugation peaks and troughs were obtained by experiment. A set of dimensionless functions was proposed for the elastic modulus, hardness and yield stress at arbitrary depth of corrugation peaks and troughs. By combining the finite element model and dimensional functions, the constitutive relations were obtained at different vertical and lateral positions of corrugation. The closer the material is to the rail surface, the larger the mechanical property values. The elastic modulus and hardness of corrugated rail material at the trough surface are higher than those at the peak, while the yield stress at the peak surface is higher than the trough.

АНАЛІТИЧНІ ДОСЛІДЖЕННЯ ЗМІНИ КИНЕТИКИ ФАЗОВИХ ПЕРЕТВОРЕНЬ В СТАЛІ ЗАЛЕЖНО ВІД ХІМІЧНОГО СКЛАДУ

Based on research in recent years, it is known that the strength of pearlite rail steels has reached its limit. In addition, the increase in carbon content has a negative effect on the impact strength and weldability of rail materials. Therefore, there is a need to develop and use new steels with the formation of a structural component of bainite. Determination of the influence of basic chemical elements through the known TTT diagrams and the actual chemical composition on the formation of the structure with the subsequent construction of SST diagrams. The simulation results showed that when the CAD model of chemical compositions is heated at a rate of 30°С/min in steel, the polymorphic a→y transformation begins at a temperature of ~771°С (Ас1) and ends at ~829°С (Ас3). To build the SST, the CAD model was set to a temperature from which cooling to a temperature of 900°C was simulated.

Effects of Lubricating Conditions on Wear Performance of U77MnCrH Rail

With the rapid development of railway towards being high speed and having heavy load capacity, the wheel–rail wear and rolling contact fatigue in the curve section with a small radius of freight have become the key problems in urban railways, which need to be solved urgently. The aims of this study were to compare the wear resistance with three different lubricating conditions on wheel–rail wear based on the wheel–rail rolling contact simulation tests. The wear loss, microhardness, and microstructure of the contacted surface of the rail were detected systematically. The results showed that the wear rates of rail were reduced by 71% for grease lubrication and 55% for solid lubrication, compared to those without lubrication. At the same time, the thickness of plastic deformation layer of rail samples were about 167 μm for the dry state, 138 μm for the solid lubrication state, and 128 μm for the oil lubrication state, respectively. It indicates that the thickness of the plastic deformation layer was significantly reduced under both grease and/or solid lubricating conditions. In addition, the microstructure of the deformation layer with two kinds of lubricated states was coarser and denser than that without lubricants. The average grain size of the deformation layer was approximately 0.22 μm under dry conditions and 0.32 μm under lubricated conditions. It also indicated that the changes in lubricants did not have a significant effect on the average grain size of the deformation layer. The results of the present study could provide theoretical reference for the development and design of lubricants used as rail materials.

Computational assessment of ratcheting in rail-wheel contact with solid contaminant

A numerical method for the fast evaluation of ratcheting in solid-contaminated contact between rollers was developed. The physical problem was simplified with a plane-strain half-infinite body, with a distribution of pressure and tangential stress on the contact surface obtained by considering the presence of evenly spaced solid contaminant particles between the contacting bodies. Such a distribution was obtained by an analytical method, which considered the material of the contacting bodies as linear elastic. The stresses under the contact surfaces were calculated using the Boussinesq-Cerruti model. Subsequently, the plastic strain accumulated in the roller after each application of the contact load was calculated by means of a non-linear kinematic-hardening constitutive law, also considering the effect of wear in removing material layers from the surface.First, the effects of the introduced approximations were evaluated. In particular, the error in calculating the plastic strain using contact load distributions from a theory based on linear elastic behavior was evaluated by comparison with the results of finite element models. Subsequently, the method was used to assess the experimental results of previously published studies on sand-contaminated contact between rail and wheel materials. Despite the approximations and indetermination of some model constants, the method was proven to be able to qualitatively explain many of the damage mechanisms related to the interaction of the contacting bodies with the contaminant particles.

Examining Wear Mechanisms in Railway Wheel Steels: Experimental Insights and Predictive Mapping

Railway systems play a pivotal role in modern transportation networks, contributing to both efficiency and environmental sustainability. This study investigated the multifaceted aspects of wear phenomena in railway engineering, focusing on their significant implications for environmental costs and operational efficiency. Experimental trials were conducted using a high-performance bi-disc apparatus, evaluating a range of materials, contact pressures, and lubrication conditions. Shakedown maps were employed to assess ratcheting behaviour, while the wear rate was analysed as a function of the fatigue index (FI). The results reveal the intricate interplay of contact pressure, slip ratio, material properties, and lubrication in determining wear and ratcheting behaviour. Oxidative and mild wear mechanisms were identified, and wear debris composition and morphology were characterised. The outcomes from this research clarify the pivotal role that wear processes play within railway systems and the far-reaching environmental repercussions they entail. This exploration contributes to the ongoing optimisation of railway operations, offering valuable insights aimed at mitigating unavoidable pollution sources and strengthening sustainability efforts. By delving into the intricate dynamics of wear phenomena within wheel–rail material, this research paves the way for innovative solutions that not only enhance operational efficiency but also minimise the ecological footprint of railway transportation.

Influence of shear yield strength of rail material on the shakedown limit in shakedown map

Rail materials with different shear yield strengths can exhibit different rolling contact fatigue (RCF) damage response during cyclic contact loading. The objective of this work is to achieve the actual shakedown limits in the shakedown map for rail materials with different shear yield strengths through RCF simulation tests of wheel-rail, and to investigate the relationship between the shear yield strength (ke) and the shakedown limit. Rolling-sliding tests were performed to investigate the RCF damage states of three types of rail materials with different shear yield strengths. Then, according to the differences of RCF damage states for each rail material and the method of nonlinear curve fitting, the actual shakedown limits for three types of rail materials were obtained. The actual shakedown limits for the three types of rail materials were lower than the original one in the classical shakedown map. With an increase in the shear yield strength (ke) of the rail material, the actual shakedown limit is reduced. Moreover, a relationship emerged which allowed a simple method to be proposed to obtain the actual shakedown limit based on the shear yield strength. The changing process and differences in the impact of different shear stress levels on the microstructural damage transformation of rail materials from the perspective of contact mechanics have been discussed. The behavior of severe accumulation of residual stresses during cyclic loading and more likely initiation of microcracks are the main reasons why rail materials with a higher shear yield strength (ke) under great contact loads are more prone to developing RCF crack damages. That is, the shakedown limit for the material with a higher shear yield strength (ke) is much lower. In view of the application of the shakedown map in the evaluation and prediction for RCF damage of rail materials with different shear yield strengths, different shakedown limits should be applied to different rail materials when analyzing their likely performance.

Birefringence Technique for Evaluating Thermal Stresses in Railroad Rails

This paper discusses the development of an in situ noncontact electromagnetic acoustic transducer (EMAT) nondestructive evaluation technology to determine rail neutral temperature and estimate rail stress in continuous welded rail (CWR). Stresses develop in CWR due to a lack of expansion joints to accommodate thermal expansion and contraction of the rail when ambient temperatures vary over time. The novelty of the work presented is the usage of ultrasonic birefringence properties using EMATs to estimate thermally induced stresses in rails. EMATs produce polarized shear waves propagating through the rail web in the pulse-echo mode. Experimental tests were performed on machined 136RE and 141RE rail material with applied compressive and tensile stresses to explore the stress-birefringence behavior. Two additional sets of experimental tests were conducted on full-size rail sections with in situ surface conditions to study variations in the in situ birefringence and the acoustic stress constant in different rail materials including 115RE rail, 119RE rail, two different 136RE rails, and 141RE rail. The results show a highly linear relationship between the stresses applied and the measured acoustic birefringence.

Rail Surface Integrity Analysis in Laboratory

This study aims to assess the effect of grinding on the surface integrity of rail materials. Two grinding processes (preventive and corrective) were employed along with the corresponding usage scenarios throughout a series of tests. For the purposes of testing, samples in the form of discs were utilised to assess the surface integrity of rails. Testing initially involved introducing some wear on the discs followed by the appropriate grinding process and then further testing to monitor the disc’s performance. More specifically the preventive grinding was utilised in a scenario where rail discs endured normal usage prior to grinding and corrective grinding process was employed in rails discs that had been run for extensive cycles (2.5 times longer compared to normal usage) to generate significant wear before grinding. After the maintenance process all the specimens were further examined to assess their post-grinding performance. The experiments revealed that the aggressive single grinding pass methodology followed in a corrective maintenance approach could lead to undesirable results as the increased heat input, high surface roughness as well as the initial cracks from the prolonged pre-grinding running period could have an adverse effect on the RCF life. This was demonstrated by an almost triple wear rate compared to the “normal” usage scenario during the post-grinding testing.

Heavy haul rail/wheel wear and RCF assessments using 3D train models and a new wear map

Wear and Rolling Contact Fatigue (RCF) on wheels and rails are influenced by relative motions between the studied rail and wheel pair, and therefore influenced by train dynamics. Wear and RCF assessments using a train dynamics approach provide more accurate and comprehensive results comparing with conventional assessments that often do not consider train dynamics. In addition, considering material property differences, currently available rail wear maps are not able to accurately describe the wear performance of materials that have significantly different properties. This paper presented a method for rail/wheel wear and RCF assessments using 3D train dynamics models. The use of train models allows the consideration of coupler forces, traction, and brakes during the assessment. Wear assessments were conducted by using an in-house rail wear map model developed from the twin disc wear machine at the Centre for Railway Engineering (CRE). The new rail wear map was developed by using the AS 60 rail material (hardness 340 HB). The results indicated that the methods proposed in this paper could be used for rail/wheel wear and RCF assessments. Traction/braking forces and coupler lateral forces had evident influences on wear and RCF assessment. Different wear maps were also shown to have significant influences on the wear rate results.

Investigation on the microstructure evolution and mechanical properties of electromagnetic rail material in a launch environment

The failure issue of electromagnetic railgun rails is a widely researched problem, but effective research methods are lacking in studying the microstructure of rail materials. The high current and high strain rate tensile (HCHST) testing platform was designed to simulate the high current density and high strain rate deformation service conditions of pure copper rails used in electromagnetic guns. The microstructural and mechanical properties of commercially pure copper were analyzed using TEM and EBSD under high current density (2680 A/mm2) and various high strain rates (ε̇=3404s−1,ε̇=6808s−1)using the HCHST test platform. The obtained results were then compared with those obtained from the as-received state and the quasi-static current-assisted tensile (QCAT) test. The findings indicate that the deformation mechanism of pure copper specimen under HCHST is similar to that of QCAT, where dislocation and slip are the main mechanisms. However, distinct differences in microstructure were observed. Specifically, a significant number of dislocation walls were present in the grains under QCAT, whereas numerous dislocation cells were formed in the grains under HCHST. In the high-current density environment of 2680 A/mm2, as the strain rate increased, the number of dislocation cells increased while their size decreased. The grains became extremely refined, and the KAM value also increased. Furthermore, the Vickers hardness of pure copper significantly improved after undergoing the HCHST. Based on the experimental findings, it was observed that during the service process of the pure copper rail in electromagnetic railguns (under the influence of high current density and high strain rate deformation), the surface of the rail material experienced significant dislocation entanglement. This resulted in a significant increase in the strength and hardness of the surface of the rail with high strain rate deformation. However, the uneven distribution of strength and hardness throughout the surface layer of the rail eventually made it more susceptible to deformation and failure.

Two Contributions to Rolling Contact Fatigue Testing Considering Different Diameters of Rail and Wheel Discs

Scaled rolling contact fatigue tests, used to practically simulate the wear of the wheel and rail material under laboratory conditions, are typically classified into two categories. Tests in the first category use twin-disc stands, while the second group of test rigs use two discs of different diameters considering the rail disc as the larger one. The latter setup is closer to the real situation, but problems can occur with high contact pressures and tractions. The focus of this paper is on two main contributions. Firstly, a case study based on finite element analysis is presented, allowing the optimization of the specimen geometry for high contact pressures. Accumulated plastic deformation caused by cycling is responsible for abrupt lateral deformation, which requires the use of an appropriate cyclic plasticity model in the finite element analysis. In the second part of the study, two laser profilers are used to measure the dimensions of the specimen in real time during the rolling contact fatigue test. The proposed technique allows the changes in the specimen dimensions to be characterized during the test itself, and therefore does not require the test to be interrupted. By using real-time values of the specimen’s dimensional contours, it is possible to calculate an instantaneous value of the slip ratio or the contact path width.

A peridynamic model for rail crack initiation with cavity defect

Cavity defects can aggravate the rail crack initiation. To study their effect on rail fatigue crack initiation behaviour, a peridynamic model of rail crack initiation considering the characteristics of the cavity defect was proposed. First, based on the low-cycle fatigue test data, the bond failure criterion of the rail material was derived and verified to characterize the fatigue damage performance. Then, mathematical expressions for circular, triangular and rectangular defect characteristics were proposed, establishing a prefabricated method for rail cavity defects. Based on the ordinary state-based peridynamic fatigue theory, a rail crack initiation model with the cavity defect was constructed. Finally, the behaviour of rail crack initiation with the cavity defect was analysed.

Evolution of microscopic characteristics of rolling contact fatigue coexisting with wear of U75V rail

During the damage and defects related to rolling contact fatigue (RCF), together with wear occurring at the rail surface, the microscopic characteristics of the rail material change with the accumulation of wheel cycles. To find the relationship between rail material characteristics and RCF damage under wheel-rail contact situations, a series of twin-disc rolling-sliding tests, based on real wheel-rail contact situations at a radius of 80 mm rail profile, was established for a heavy-haul railway in China. The microscale characteristics of the rail disc contact surface was researched, including crack, wear, roughness, and hardness of the U75V rail with different load cycles. The results show that the damage mechanism of RCF and wear alternately dominates the rail disc surface at the microscale, taking a certain cycle as a boundary which makes the RCF crack number and wear rate have opposite evolutionary trends. The above factors also affect the wear at the surface rail discs, alternating between fatigue and adhesion. Meanwhile, increasing the surface micro-hardness leads to a decrease in the relative wear rate and an increase in the roughness, length and number of RCF cracks. The plastic deformation layers, including the severely deformed layer (SDL) and the transition layer (TL), almost maintain the same thickness and the dynamic equilibrium increases during the cycles. Two kinds of cracks are initiated and propagated at the rail disc surface, one at the SDL and the other at the junction of SDL and TL. The number of each kind of crack depends on the SDL thickness.