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Wear 380-381 (2017) 240–250
Wear
journal homepage: www.elsevier.com/locate/wear
Dry and lubricated wear of rail steel under rolling contact fatigue -
Wear mechanisms and crack growth
Santiago Maya-Johnson a,b,n, Juan Felipe Santa a,c, Alejandro Toro a
a
Tribology and Surfaces Group, National University of Colombia, ZIP 050041 Medellín, Colombia
b
Brazilian Nanotechnology National Laboratory (LNNano), ZIP 13083-970 Campinas, Brazil
c
Grupo de Investigación Materiales Avanzados y Energía – MATyER, Instituto Tecnológico Metropolitano, Medellín, Colombia
art ic l e i nf o a b s t r a c t
Article history: In this work, the dry and lubricated wear behavior of rail steels (R370CrHT) under Rolling Contact Fatigue
Received 16 October 2016 (RCF) conditions was studied in laboratory. A twin-disc rolling-sliding machine was used to reproduce
Received in revised form contact conditions under high contact pressure (1.1 GPa) and high creepage (5%) with the aim of ac-
11 February 2017
celerating RCF failure. Two different types of tests were performed, namely dry and lubricated with a
Accepted 28 March 2017
friction modifier, to simulate the mechanisms that cause RCF. The results showed an increase of the wear
Available online 31 March 2017
rate in the tests where a friction modifier was added after an initial stage of 4,000 dry cycles. The damage
Keywords: of the surface proceeded by cracks formation during the dry stage followed by accelerated crack growth
Rolling contact fatigue and flaking due to the effects induced by the friction modifier entering into the original cracks. After
Rail-wheel tribology
several thousand cycles, the flakes were detached from the surface causing high wear rates. The cracks
Friction modifiers
morphology was observed under SEM. The cracks depth and angle with respect to the contact surface
Twin disc testing
Fluid pressure were reported and some correlations were made with the mass loss results.
& 2017 Elsevier B.V. All rights reserved.
http://dx.doi.org/10.1016/j.wear.2017.03.025
0043-1648/& 2017 Elsevier B.V. All rights reserved.
S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250 241
Table 1
Chemical composition of rail and wheel (wt%).
C Si Mn P S Cr Al V Cu Ti Ni Mo
R370CrHT 0.762 0.394 1.062 0.011 0.015 0.506 0.000 0.002 0.038 0.002 0.058 0.019
ER8 0.542 0.253 0.734 0.011 0.006 0.141 0.027 0.006 0.165 0.002 0.120 0.048
where N are the revolutions, R is the radius of the disk specimens, 3.1. Effect of the use of a FM on the RCF
and W and R indicate wheel and rail respectively.
In order to accelerate the cracks growth, a dry pre-fatigue period In Fig. 3 the COT reaches a maximum of 0.63 at the beginning of
was implemented before applying the FM. As it was shown by the test and then it decreases to values below 0.60. The running
242 S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250
the surface and to reach the dry friction coefficient. For most of the
tests, the COT is close to the dry condition after one application, so
for the quantity of FM applied, the retentivity is around 400 cycles.
After five applications (1600 cycles) the COT was very stable.
In order to prevent influencing the COT by the retentivity, all
data used to calculate the COT were averaged starting from 6,600
cycles (Table 3). In both conditions, lubricated with FM and dry, a
low standard deviation was observed in the COT confirming that
the testing machine is reliable. For the tests with FM the average
COT is E0.07 while in dry condition is E 0.49. Field measure-
ments in a commercial railway with similar tests conditions
showed COT between 0.13 and 0.15 [27]. The variation between
laboratory tests and field measurements of friction have been
studied for years, some assumptions have been made but the
Fig. 2. a) Extraction of the rails samples for tribological tests, b) cutting scheme for reasons are still unknown [28,29]. To ensure that the HLK is able to
subsurface analysis.
guarantee the minimum COT to maintain the operation conditions
in a railway system (0.20), new tests simulating the top of rail/
wheel tread interface are necessary. The results with this FM are in
accordance with those from Gallardo-Hernandez, et al. [30], and
other tests with R260 at 1.5 GPa, dry and using a grease as FM
[31,32].
duces from E 0.52 to E0.10 and then increases again once the FM
HLK 9,000 0.077 7 0.007 0.069 7 0.008
is removed from the contact zone. Centrifugal forces during the 14,000 0.068 7 0.004
test and the squeezing effect caused by contact pressure are re- 24,000 0.061 7 0.001
sponsible for removing the FM from the contact patch. This be- Dry 9,000 0.498 7 0.008 0.493 7 0.012
14,000 0.489 7 0.024
havior can be characterized by the retentivity of the FM, which is
24,000 0.493 7 0.003
defined as the number of cycles required to remove the FM from
S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250 243
Fig. 4. (a) Wheel and rail mass loss, and (b) wear rate of rail samples for wet and dry tests.
Fig. 5. Images of the cleaned discs after lubricated with FM, and dry tests.
244 S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250
higher wear rates with lubrication starvation in comparison to dry amounts, when compared with the samples with FM. The surface
tests [32]. is very smooth and shiny. On the contrary, wheel samples have
Fig. 4b shows the rails mass loss per cycle of fatigue (i.e. the surfaces with significant damage due to abrasion. The largest
wear rate). The wear rates were calculated as the total mass loss abrasion marks and the higher mass losses were expected in the
divided by the total fatigue cycles (dry and wet). It is interesting wheel specimen, since it has lower hardness than the rail speci-
that during dry tests the wear rate remains almost constant men (between 245–275 HB).
(E 6 mg/cycle), which is in agreement to the results of W.R. Tyfour The formation of cracks in rail samples during the tests with
et al., who showed that wear rate stabilized after a certain number FM is caused by several phenomena: (1) the fluid assisted me-
of fatigue cycles. For their tests at 1.5 GPa and 1% creepage the chanism [1,36], (2) the state of stress in the rolling sliding contact
wear rate stabilized after 15,000 rolling cycles [25]. Comparing the [37,38], (3) the reduction of friction within the cracks faces [1,36]
wear rate with the crack angle (Fig. 12b) on the dry tests, between and (4) squeeze film lubrication theory [39]. When a disc slides on
14,000 and 24,000 cycles it seems to be a stable state with no another disc it appears a tangential force that varies with the slip.
change on the crack angle (10 degrees) or the wear rate. Never- The nature of the behavior of the traction-creepage curve was
theless, to clearly identify where the wear rate begins to stabilize described by U. Olofsson and R. Lewis [17,18]. These tangential
for these conditions, more tests with different cycles are needed. forces cause compressive and tensile circumferential stresses in
For the tests with FM the wear rate of the rails is only constant and around the contact zone, and the stresses are oppositely lo-
between 9,000 and 14,000 cycles while after 24,000 cycles the cated in the wheel and rail (Fig. 6). Prior to the contact zone the
wear rate is almost twice as high. If the rails total mass losses at compressive stresses close the tips of the cracks in the wheel
14,000 cycles is subtracted from the mass losses at 24,000 cycles avoiding the fluids to enter in the cracks. On the other hand, the
and the result is divided by the difference in cycles (10,000 cycles), tensile stresses open the cracks tips in the rail and facilitate the
a wear rate almost four times higher than in the early stages is entrance of fluids (Fig. 6b); right after the contact zone the stresses
found (20.185 mg/cycle). The mechanism responsible for the higher are reversed and the crack in the rail closes pressurizing the fluid
wear rates is delamination of big cracks causing spalling (RCF). inside (Fig. 6c).
In Fig. 7 and Fig. 8 the images (a, c, e) correspond to a tangential
3.3. Wear mechanisms view of the surface and (b, d, f) to the normal view; the zoom
inside the images is 200X and 1000X respectively. Fig. 7 shows the
Fig. 5 shows the worn surfaces of rail and wheel samples after evolution of the worn surfaces lubricated with HLK. From 9,000 to
the tribological tests. For the samples with FM the main wear 14,000 cycles, it is observed an increase in the number of cracks by
mechanism on the rail is RCF and small cracks are observed on the RCF on the rail samples. From 14,000 to 24,000 a detachment of
surface. The cracks (head checks) are very similar to those re- the deformed material occurs by the coalescence of the cracks
ported on the literature from field inspections [33,34] and in full- below the surface. This detachment explains the increase in the
scale test rig [35]. The cracks can be visible to the naked eye after mass loss per cycle of the rail samples between 14,000 and 24,000
10,000 cycles of fatigue with FM. After 20,000 cycles with FM, head wet cycles (Fig. 4b).
checks were observed and spalling was also present on the surface. In the dry tests less cracks were observed, Fig. 8. The cracks on
It is worth noticing that no cracks were observed on the wheel the dry tests (Fig. 8c and e) appear shallower than in the wet tests
specimen and only a few abrasion marks were found. (Fig. 7c and e). This is due to a higher tangential force on the dry
In the dry tests, the rail samples appear to have no cracks or tests producing more deformation nearer the surface. The fact that
any other marks related to RCF when observed at the naked eye. there are less cracks on the dry samples than on the wet samples is
Further observations with SEM showed shallow cracks in lesser due two factors: 1) adding a fluid to a system with pre-existing
Fig. 6. Representation of: (a) the state of stress in the two-discs in rolling-sliding condition, (b) closed crack in wheel and opened crack in rail prior to contact zone, and,
(c) opened crack in wheel and closed crack with entrapped fluid in rail. Characteristic flake and crack orientation are show (not to scale) for each disc. Adapted from Garnham
and Beynon (1992) [38].
S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250 245
Fig. 7. SE images of the worn surfaces of the rail samples after tribological test with 1.1 GPa and 5% creepage. 4,000 dry cycles followed by: a) and b) 5,000, c) and d) 10,000,
and e) and f) 20,000 wet cycles with HLK.
cracks promotes the crack growth via the fluid pressurization small cracks that are difficult to detect or are detached during
phenomenon, and 2) the shallower cracks on the dry tests are polishing. Thereby, it is a fact that the samples with FM have more
easily detached, which prevents its subsequent growth, so not cracks and are homogeneously distributed.
many cracks are observed. Deformation of the inclusions in the direction of strain was ob-
Comparing the samples tested under dry and lubricated with served in all samples; the inclusions appear as gray patches and are
FM conditions after 9,000 cycles (Fig. 7a and Fig. 8a), the differ- easily identifiable on the full resolution images (available online).
ences between the tangential views are minor. Thus, applying a Further EDS analysis revealed that the inclusions are mainly sulfides
FM after 5,000 fatigue cycles does not have much influence on the of the MnS type (Fig. 9). When the material becomes more strained
crack growth. Nevertheless, as will be seen on the longitudinal the inclusions deform and align with the cracks and assist their
cuts, the cracks depth and angle remains higher on samples with growth. This behavior was previously reported with pro-eutectoid
FM. ferrite and ductile inclusions in non-fully pearlitic rail steels [40,41].
Previous studies have shown that the presence of inclusions
3.4. Crack growth and their orientation affect fatigue crack growth [42–44]. Fully
pearlitic steels with fewer inclusions have shown lower fatigue
Fig. 10 and Fig. 11 show an overview of the longitudinal section crack growth rate, even without a strained microstructure [44].
of the rail samples, the scan angle was around 35 degrees. The When the microstructure is strained a higher content of ductile
number of cracks observed on the figures is qualitative, since the inclusions, deformed and aligned in the direction of the crack tip,
cracks distribution in samples tested with FM is uniform over the can act as stress concentrators increasing the crack growth.
entire circumference. On the other hand, only a few cracks were With more fatigue cycles an increase of the crack depth is ob-
observed in the dry samples and the selected scanning area had served for both conditions, dry and with FM. On the samples with
the highest density of cracks. Also, the samples with FM had very FM an increase of the crack angle is also observed, but for the dry
246 S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250
Fig. 8. SE images of the worn surfaces of the rail samples after tribological test with 1.1 GPa and 5% creepage. a) and b) 9,000, c) and d) 14,000, and e) and f) 24,000 dry
cycles.
samples between 14,000 and 24,000 fatigue cycles seems to sta- deformation when grease is used.
bilize around 10° (Fig 12b). Fletcher and Beynon carried out tests in R220 with 1% creepage
N. Larijani et al. evaluated the effect of anisotropy in mechanical and 1.5 GPa. They performed three types of tests: unlubricated dry
properties of the surface layer of pearlitic steels induced by large cycles, 250–500 dry cycles plus lubrication using molybdenum
deformations, using a numerical model [45]. They showed that for disulphide suspended in oil, and 250–500 dry cycles plus lu-
isotropy or low degrees of anisotropy, the crack grows towards the brication using water; obtaining crack depths and crack angles of
surface while for high degree of anisotropy the crack grows 11 μm and 10°, 300–360 μm and 10–20°, and 340–550 μm and 20–
downwards. On the highest levels of anisotropy the crack grows on 30° respectively [46]. As in our results, an initial unlubricated
the same angle up to 400–600 μm before an abrupt change to a period followed by lubrication produce large cracks with a higher
vertical direction, this coincides with the results observed for dry angle at the crack mouth. Different factors govern the crack
tests which have higher anisotropy and they are in early stages of growth such as reduction of cracks face friction, pressurization
growth. In all our tests 4,000 dry cycles of pre-fatigue were used, effects, contact forces, squeeze film theory and anisotropy of the
so all start with the same anisotropy, but the wet samples (with properties due to deformation, among others. The water has a
low anisotropy, low strain) have higher crack angle, which does higher COT than others FMs, such as molybdenum disulphide or
not coincide with the results of N. Larijani et al. This shows that not HLK, so the tangential forces and the anisotropy will be higher
only the anisotropy is important to predict crack propagation but when water is used as a FM, but less than unlubricated. In that
also the magnitude of the forces and the pressurization effects case it seems that pressurization effects and the anisotropy play a
have to be considered. Hardwick et al. measured subsurface de- more important role on the crack growth than the crack face
formation on R260 at three slip levels (0.5, 5 and 20%), under dry, friction and the contact forces, since cracks grow faster with water
water and grease lubricated conditions [31]. They showed that than with others FMs.
deformation is higher under dry condition than lubricating with Ringsberg made twin disc tests on R260 with 1% creepage and
water, and absent with grease, i.e., there is no anisotropy by 1.5 GPa in dry condition [47], for 5,000–10,000 cycles the crack
S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250 247
Fig. 9. EDS mapping of a longitudinal section of a rail sample; inset the EDS analysis of the MnS inclusion.
Fig. 10. BSE images of longitudinal section of the rail samples, 4,000 dry cycles followed by: a) 5,000, b) 10,000, and c) 20,000 wet cycles with HLK.
248 S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250
Fig. 11. BSE images of longitudinal section of the rail, a) 9,000, b) 14,000, and c) 24,000 dry cycles.
Fig. 12. a) Crack depth, and b) crack angle versus the fatigue cycles.
angle was 13–20°, which is high compared to 5° obtained at 9,000 wheel passes were 39° and 48° respectively [48]. In all cases,
cycles on R370CrHT. Although the tests conditions were different, cracks appear to grow faster when a fluid is added to preexisting
the fact that the cracks are shallower in R370CrHT than those cracks.
found by the author, means higher Rolling Contact Fatigue re-
sistance. Moreover, shallow cracks can cause lower mass losses
since the flakes detached from the surface will be smaller. How- 4. Conclusions
ever, more tests at the same conditions comparing both materials
are needed for further analysis. Eadie et al. carried out tests on a Dry and lubricated tests were carried out to evaluate the per-
full scale wheel–rail rig under dry conditions and using a com- formance of a friction modifier (FM) on preexisting cracks and its
s
mercial FM (KELTRACK HiRail), after 100,000 passes the average effects on the wear rate and the wear mechanisms of an R370CrHT
crack angle for the dry condition and applying FM every 500 fully pearlitic rail steel.
S. Maya-Johnson et al. / Wear 380-381 (2017) 240–250 249
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