Bearings are employed in a number of applications under extremely demanding conditions. During long operation times, the material undergoes rolling contact fatigue where microstructural damage manifests as dark-etching regions and white-etching areas, which display different properties from the surrounding region. The aim of this study is to identify the mechanisms for such damage and to suggest models that can explain the influence of the initial microstructure and test conditions. In order to appraise the stress state in rolling contacts, two testing techniques were employed and it was examined if the testing methods could reproduce the same damage as in bearing operation. During ball-on-rod fatigue testing, microcracks were generated adjacent to inclusions and some were decorated with white-etching areas. Repetitive push tests showed a similar extent of subsurface hardening compared to the ball-on-rod tests, and allowed the strain per stress cycle to be measured. The microstructural alterations in a white-etching area were studied both on a macroscale and on an atomic-scale. The degree of stress concentration near a microcrack was calculated employing a nite element method. The microstructure, as well as the segregation behaviour of alloying elements in the white-etching area, were investigated by employing transmission electron microscopy and atom probe tomography. A nanocrystalline structure with scattered carbide particles was observed in the white-etching area. Carbon and silicon segregation was highly pronounced in some boundaries of dislocation cell structures. Models were suggested to account for the microstructural alterations during rolling contact fatigue. Carbide coarsening in dark-etching regions was modelled by considering how carbon di usion is assisted by dislocation glide. The predicted hardness evolution was consistent with experimental observation. The kinetics of carbide dissolution in white-etching areas was calculated by taking two processes into account: deformation accumulation and carbon diffusion. These models suggest that the microstructural changes during bearing operation can be controlled by tailoring the initial microstructure and managing the test conditions.

The aim of the thesis is to reconstruct obsolete R-mat test stations, which are used for rolling contact fatigue tests of material, which are still of interest from industry. It was necessary to replace the original control electronics with a new industrial computer to allow use modern sensors and automate the entire test process. At the same time, the measurement was supplemented by an acoustic emission method, which can also record the development of damage. Design modifications have been made that allow the installation of all new sensors. The main method for evaluating the tests is vibrodiagnostics, which is supplemented by the acoustic emission method. With the help of several experiments, the shortcomings of the new control system were identified, some parameters were designed, and the main functionality of the modernized R-mat station was verified. According to the proposed parameters and the identified shortcomings, the control system was modified, and a script was created, which is used to evaluate the test. It is still possible to perform rolling contact fatigue tests of the material on the modernized equipment, and thanks to the modernization of the electronics, it is possible to test completely new methods of test evaluation.

The master´s thesis deals with reconstruction of RCF test rig AXMAT. Main goal is design new hydraulic load system and his realization. The first part of thesis describes similar experimental machines and their pros and cons. This analysis is base for complete reconstruciton of AXMAT. New hydraulic load system allows dynamic programmable load cycles. Control system with close loop and feedback was created in software Matlab – Simulink. Main frame was reconstructed too. Control and action parts were asseble to station. Output of thesis is function sample.

Heavy haul railway operations permit the transport of huge volumes at lower cost than other modes of transport. The low cost can only be sustained if the maintenance costs associated with such railway operations are minimised. The maintenance costs are mainly driven by wheel and rail damage in the form of wear and rolling contact fatigue (RCF). Low wear rates in the wheel-rail interface have resulted in an increase in the prevalence of rail RCF, thereby increasing rail maintenance costs. The aim of this study is to develop an approach to reduce rail RCF on South Africa’s iron ore export line by managing the worn wheel shape. This approach is developed by evaluating wheel and rail profile shapes that contribute the most to RCF initiation, studying the influence of suspension stiffness and rail profile changes as well as a redesign of the wheel profile. The influence of wheel and rail profile shape features on the initiation of rolling contact fatigue (RCF) cracks was evaluated based on the results of multibody vehicle dynamics simulations. The damage index and surface fatigue index were used as two damage parameters to assess the influence of the different features. The damage parameters showed good agreement to one another and to in-field observations. The wheel and rail profile shape features showed a correlation to the predicted RCF damage. The RCF damage proved to be most sensitive to the position of hollow wear and thus bogie tracking. RCF initiation and crack growth can be reduced by eliminating unwanted shape features through maintenance and design and by improving bogie tracking. Two potential mitigation measures had been adapted from those published in literature to reduce RCF. The mitigation measures involved changes in suspension stiffness to spread wheel wear across the tread and the use of gauge corner relief rail profiles. These mitigation measures were evaluated by means of multibody dynamics and wear maintenance costs. These mitigation measures, however, did not prove to be successful in reducing RCF initiation while maintaining a low wheel wear rate. The current operating conditions on South Africa’s iron ore line, although still not optimal overall, were found to be better in terms of their wear and RCF performance than the two proposed RCF mitigation measures. Based on the finding of the study on two RCF mitigation measures it was recommended that a conformal wheel profile be developed to spread the wheel wear across the tread to reduce the occurrence and propagation of RCF cracks, while still maintaining low wheel wear rates. A comparative study of this new wheel profile design and the current wheel profile design was therefore performed using multibody dynamics simulation together with numerical wheel wear and RCF predictions. The advantages of the conformal wheel profile design were illustrated by evaluating the worn shape and resulting kinematic behaviour of the conformal design. The conformal design had a steadier equivalent conicity progression and a smaller conicity range compared with the current wheel profile design over the wheel’s wear life. The combination of a conformal wheel profile design with 2 mm hollow wear and inadequate adherence to grinding tolerances often result in two-point contact, thereby increasing the probability of RCF initiation. The conformal wheel profile design was shown to have many wear and RCF benefits compared with the current wheel profile design. However, implementation of such a conformal wheel profile must be accompanied by improved rail grinding practices to ensure rail profile compliance. Based on these findings an approach is proposed where the conformal wheel profile design together with improved compliance of the in-service rail profiles to the target rail profile are implemented. This has the potential to reduce RCF initiation on South Africa’s iron ore export line. / Thesis (PhD)--University of Pretoria, 2017. / Mechanical and Aeronautical Engineering / PhD / Unrestricted

Thread rolling is a unique metal forming process which is commonly used to form screw threads on threaded fasteners and precision leadscrews at relatively high rates of speed. Threads are formed on a cylindrical blank by flat or cylindrical dies having the reverse form on them, which rotate and penetrate the blank simultaneously, to plastically deform it into a precise geometry. Thread rolling dies are exposed to a complex state of cyclical contact stresses that eventually cause the dies to fail by fatigue and wear. The stress state is not easily ascertained through standard analytical models due to complex geometry and process conditions. This research seeks to better understand the state of contact stresses present in cylindrical thread rolling dies as they form material, to aid in identifying and testing economical methods of improving thread rolling die fatigue life. Some work has been published on using FEA simulation software to model the thread rolling process, but no work has been published on using FEA software to analyze the stresses in thread rolling dies. DEFORM®-3D Forming Simulation Software by Scientific Forming Technologies Corporation in Columbus, Ohio was used to simulate the throughfeed thread rolling process and model the state of stresses in the dies. The results were compared to the Hertzian contact stress model and the Smith Liu equations for rolling and sliding friction. Fatigue life prediction methods involving S-N curves, surface fatigue strength, and Weibull probability distributions were tested using the simulation data against field results. An optimized die design was generated from a design of experiments simulating different die design geometry. Findings show that field failures correlate well to the DEFORM® simulation results. The Hertz model with Smith Liu equations improved correlation with the simulation. Fatigue life prediction models correlated reasonably well to field results using the simulation data for inputs. These findings can aid in selecting appropriate die materials, design parameters, and fatigue life treatments.

This thesis describes a study of the influence of surface texturing on rolling contact fatigue of non-conformal contacts. The texture depth and density have been considered during experiments. It also presents the methodology and the procedure of creation of micro-dents on sample surfaces. Described results suggested that properly designed surface texturing should not necessarily increase the risk of fatigue failure of rubbing surfaces.

No description available.

<p dir="ltr">Rolling contact fatigue (RCF) is one of the leading causes of failure in critical tribological components such as rolling element bearings (REBs), gears, cam and followers, etc. This is especially paramount for advanced aerospace applications where REB components need to operate for billions of RCF cycles before routine maintenance or inspection is performed. The rolling motion between the rolling elements and raceway produces RCF, wherein a complex, non-proportional, alternating contract stress is applied over a small material volume. Moreover, the highly localized stress occurs on the same length scale as microstructural features such as carbides, inclusions, grain size, hardness gradients from carburization, surface roughness, thereby amplifying their effect on fatigue performance. Therefore, the objective of this dissertation is to investigate critical microstructural modifications and their effects on RCF performance via experiments and computational modeling.</p><p dir="ltr">Initially, an investigation was undertaken to investigate surface roughness effects on RCF. The surface roughness of various REBs was measured through optical surface profilometry and used to construct rough surface pressure distributions, which were then used in a continuum damage mechanics (CDM) finite element (FE) framework. The results demonstrated that life is reduced as lambda ratio decreases. It was also observed that a 2-parameter Weibull cumulative distribution function can describe the relationship between the near surface orthogonal shear stress concentration and ratio of surface failures.</p><p dir="ltr">Next, the enhancement to RCF life from grain size refinement of through hardened bearing steels was studied. To capture the effects of grain refinement, torsion stress-life data of various grain size were used in the RCF model. A predictive life equation for different grain sizes was constructed based on the exponential trend observed between grain size and life from the simulation data. The life equation was then used to calculate the quotient of RCF at two different grain sizes. This quotient was defined as the life improvement ratio and it was observed that this investigation’s ratios compared well with existing life improvement ratios from RCF experiments.</p><p dir="ltr">Hardness gradient is a common microstructural modification to improve RCF life of tribo-components. Variation of hardness gradients is prevalent in case hardened (i.e. case carburized) bearing materials. Therefore, the CDM-FE RCF model was modified to investigate the effects of various hardness gradient types and depths on fatigue life improvement. The simulation results enabled the identification of potentially optimal gradients aimed to mitigate manufacturing challenges and provided the foundation for the construction of a general fatigue life equation.</p><p dir="ltr">A fundamental study to understand the impact various common RCF failure criteria have on RCF life estimation was then conducted using computational modeling. To capture the variation of a material’s resistance to fatigue, the critical CDM damage parameters were assumed to follow a probabilistic distribution instead of a singular value. The CDM-FE model was modified to consider the shear reversal, the octahedral shear stress, the maximum shear stress, the Fatemi-Socie criteria, and the Dang Van multi-axial fatigue parameter as failure criteria. Simulation life results revealed that the CDM-FE model with shear reversal and Fatemi-Socie criteria best match empirical predictions from well-established RCF life theory. Notably, the Fatemi-Socie exhibited the best agreement over all operating conditions.</p><p dir="ltr">The next investigation focused on the cleanliness of aerospace-quality bearing steels. Torsion fatigue experiments established the stress-life (S-N) relation for three common aerospace quality bearing steels. The S-N data was later used to calibrate the RCF model’s damage equation, which considered the Fatemi-Socie criteria following conclusions from a previous investigation. Simulation results were observed to corroborate well with RCF experiments that were conducted for all three materials, while noting the simulations offered a significant time saving. As a result, a subsequent investigation focused on establishing the stress-life relationship for one of the aerospace quality bearing steels through a combined experimental and analytical approach. Good corroboration was observed between simulations and experiments at three contact pressures. This finding is particularly significant as it strengthens the reliability of computational RCF model as an efficient means to assess the RCF performance of bearing materials.</p><p dir="ltr">Furthermore, the detailed investigation on RCF performance of each critical microstructural modifications and their respective effect greatly improves the state-of-the-art. The findings emanating from the various investigations offer informed fatigue design recommendations that aid in the selection of rolling element bearings for critical tribological and aerospace applications.</p>

The goal of this research is developing a computational framework to study mechanical fatigue and fracture at different length scales for a broad range of materials. The developed multiscale framework is utilized to study the details of fracture and fatigue for the rolling contact in rails, additively manufactured alloys, and bio-inspired hierarchical materials. Rolling contact fatigue (RCF) is a major source of failure and a dominant cause of maintenance and replacements in many railways around the world. The highly-localized stress in a relatively small contact area at the wheel-rail interface promotes micro-crack initiation and propagation near the surface of the rail. 2D and 3D microstructural-based computational frameworks are developed for studying the rolling contact fatigue in rail materials. The method can predict RCF life and simulate crack initiation sites under various conditions. The results obtained from studying RCF behavior in different conditions will help better maintenance of the railways and increase the safety of trains. The developed framework is employed to study the fracture and fatigue behavior in 3D printed metallic alloys fabricated by selective laser melting (SLM) method. SLM method as a part of metal additive manufacturing (AM) technologies is revolutionizing the manufacturing sector and is being utilized across a diverse array of industries, including biomedical, automotive, aerospace, energy, consumer goods, and many others. Since experiments on 3D printed alloys are considerably time-consuming and expensive, computational analysis is a proper alternative to reduce cost and time. In this research, a computational framework is developed to study fracture and fatigue in different scales in 3D printed alloys fabricated by the SLM method. Our method for studying the fatigue at the microstructural level of 3D printed alloys is pioneering with no similar work being available in the literature. Our studies can be used as a first step toward establishing comprehensive numerical frameworks to investigate fracture and fatigue behavior of 3D metallic devices with complex geometries, fabricated by 3D printing. Composite materials are fabricated by combining the attractive mechanical properties of materials into one system. A combination of materials with different mechanical properties, size, geometry, and order of different phases can lead to fabricating a new material with a wide range of properties. A fundamental problem in engineering is how to find the design that exhibits the best combination of these properties. Biological composites like bone, nacre, and teeth attracted much attention among the researchers. These materials are constructed from simple building blocks and show an uncommon combination of high strength and toughness. By inspiring from simple building blocks in bio-inspired materials, we have simulated fracture behavior of a pre-designed composite material consisting of soft and stiff building blocks. The results show a better performance of bio-inspired composites compared to their building blocks. Furthermore, an optimization methodology is implemented into the designing the bio-inspired composites for the first time, which enables us to perform the bio-inspired material design with the target of finding the most efficient geometries that can resist defects in their structure. This study can be used as an effective reference for creating damage-tolerant structures with improved mechanical behavior. / Doctor of Philosophy / The goal of this research is developing a multiscale framework to study the details of fracture and fatigue for the rolling contact in rails, additively manufactured alloys, and bio-inspired hierarchical materials. Rolling contact fatigue (RCF) is a major source of failure and a dominant cause of maintenance and replacements in many railways around the world. Different computational models are developed for studying rolling contact fatigue in rail materials. The method can predict RCF life and simulate crack initiation sites under various conditions and the results will help better maintenance of the railways and increase the safety of trains. The developed model is employed to study the fracture and fatigue behavior in 3D printed metals created by the selective laser melting (SLM) method. SLM method as a part of metal additive manufacturing (AM) technologies is revolutionizing industries including biomedical, automotive, aerospace, energy, and many others. Since experiments on 3D printed metals are considerably time-consuming and expensive, computational analysis is a proper alternative to reduce cost and time. Our method for studying the fatigue at the microstructural level of 3D printed alloys can help to create more fatigue and fracture resistant materials. In the last section, we have studied fracture behavior in bio-inspired materials. A fundamental problem in engineering is how to find the design that exhibits the best combination of mechanical properties. Biological materials like bone, nacre, and teeth are constructed from simple building blocks and show a surprising combination of high strength and toughness. By inspiring from these materials, we have simulated fracture behavior of a pre-designed composite material consisting of soft and stiff building blocks. The results show a better performance of bio-inspired structure compared to its building blocks. Furthermore, an optimization method is implemented into the designing the bio-inspired structures for the first time, which enables us to perform the bio-inspired material design with the target of finding the most efficient geometries that can resist defects in their structure.

In this thesis, the behavior of pearlitic steel was characterized under controlled wear conditions in the laboratory and service conditions in two ore mining stages, comminution and transportation. The thesis consists in three experimental chapters, divided according to the tribosystems analyzed. On all the chapters Electro Microscopy techniques for the microstructural analysis were employed. Scanning Electron Microscopy (SEM), Focused Ion Beam (FIB-SEM), Electron Backscatter Diffraction (EBSD) and Transmission Electron Microscopy (TEM) were used. The first experimental chapter shows the analysis of the pearlite under abrasive wear with loose abrasive particles in multi-events conditions. The sample was taken from Semi-Autogenous Grinding mills (SAG) and experimental simulation was carried out in laboratory using the Dry Sand Rubber Wheel Abrasion Test (DSRW). The results show a polycrystalline layer formation in both cases, characterized by ultra-fine grains of ferrite in the layer closer to the surface. It was also concluded that the DSRW can simulate the wear produced on field (superficial and microstructural features) in conditions of higher normal load than recommended by the ASTM Standard G65. The second experimental chapter explores the characterization of the microstructure after the indenter pass in scratch test using two conditions of normal load applied and five sequences of scratch. The microstructural analysis shows the formation of two subsuperficial layers identified by the level of the microstructural alterations. In the subsuperficial layer (close to the surface), the formation of new ultra-fine grains of ferrite was observed. A second layer was observed deeper in the sample and denominated as layer of the microstructure transition, characterized by the combination of deformed (reduction of the interlamellar spacing) and pearlite colonies not affected plastically by the mechanical loading. On this layer, the crystallographic texture in RD // in samples tested at 4 N (normal load) and one-pass scratch was determined. Later, on this chapter, the microstructure in a ground rail (industrial procedure characterized as a multi-event scratch test) was analyzed. Two grinding conditions were used for the analysis with variation of the grinding linear speed and load on the grinding stones (discs). The combination of low grinding speed and high load promotes a higher deformed layer formation beneath the patch zone and low randomized orientation of the pearlite colonies. Finally, in the third experimental chapter, the pearlitic characterization was concluded with the study of samples of railway wheel and rail under wear in service and Rolling Contact Fatigue (RCF) in laboratory. The laboratorial simulation was carried out using the twin-disc rolling contact tribometer with a variation of number of cycles. The characterization of railway wheel shows that the WEL is characterized by levels of breaking and aligned cementite and zones with dissolution of the carbon atom in the ferrite to form the supersaturated carbon ferrite. The polycrystalline ferrite formation (ultra-fine grains) in the sub-superficial layer and it was identified a preferential orientation of RD // in the layer of microstructural transition. The results of the laboratory test show surface crack nucleation and propagation at low angle in the more severe deformed layer. The microstructure of the layer consists in polycrystalline ferrite and the cementite dissolution. / Nesta tese foi caracterizado o comportamento do aço perlítico em condições controladas de desgaste em laboratório e em serviço em dois estágios do processo de mineração de minério, cominução e transporte ferroviário. A tese consiste em três capítulos experimentais divididos segundo o tribosistema analisado. Em todos os capítulos do trabalho foi utilizada a técnica de microscopia eletrônica para análise microestrutural. Foi utilizado Microscopia eletrônica de varredura (MEV), Focused Ion Beam (FIB-SEM), Electron Backscatter Diffraction (EBSD) e Microscopia eletrônica de transmissão (MET). O primeiro capítulo experimental mostra a análise da perlita in condições de desgaste abrasivo com partículas soltas em eventos múltiplos. As amostras foram tiradas de um moinho semi-autógeno (SAG) e realizada uma simulação experimental do desgaste em condições controladas usando o tribômetro de roda de borracha (RWAT). Os resultados mostraram a formação de camada branca em ambas as condições de análise, consistindo em uma camada poli cristalina caracterizada pela formação de grãos ultrafinos na camada mais próxima da superfície de desgaste. Também foi concluído que a roda de borracha pode simular o desgaste produzido nos moinhos SAG tanto nas características superficiais quanto microestruturais em condições de maior severidade as comumente utilizadas na norma ASTM G65 (procedimento B). O Segundo capítulo experimental explora a caracterização da microestrutura depois da passagem do endentador no ensaio de riscamento (scratch test) utilizando duas condições de carga normal aplicada e 5 sequências de riscamento. A análise microestrutural mostrou a formação de duas camadas subsuperficiais identificadas pelo nível de alteração microestrutural. Na camada mais próxima da superfície de desgaste foi observada a formação de grãos ultrafinos de ferrita. A segunda camada identificada mais profundamente na amostra, denominada como camada de transição, é caracterizada pela combinação de colônias deformadas (redução do espaçamento interlamelar) e camadas não afetadas pelos esforços produzidos no contato. Nesta camada foi determinada a texturização em direção RD // nas amostras testadas a 4 N (carga normal aplicada) e uma passada. Posteriormente à análise de riscamento foi caracterizada a microestrutura de uma amostra tirada de um trilho esmerilhado (processo industrial que pode ser considerado como aplicação do ensaio de riscamento). Foram consideradas duas condições de esmerilhamento com variação de velocidade de esmerilhamento (deslocamento linear do veículo esmerilhador) e potência dos motores dos rebolos usada no procedimento. A combinação de baixa velocidade de esmerilhamento e alta potência nos motores controladores dos rebolos promoveu uma grande deformação nas camadas subsuperficiais na região de contato e uma baixa aleatoriedade das orientações cristalográficas das colônias de perlita. Finalmente, no capítulo três, a caracterização da microestrutura perlitica foi finalizada com o estudo de amostras de roda e trilho em condições de desgaste em campo e de Rolling Contact Fatigue (RCF) em ensaios de laboratório. A simulação experimental foi realizada utilizando o tribômetro twin-disc rolling (configuração disco-disco) com variação do número de ciclos. A caracterização da roda ferroviária mostrou a formação da camada branca caracterizada por níveis de cementita fraturada e alinhada em direção do movimento de rolamento/deslizamento com áreas de dissolução do átomo de carbono na ferrita formando uma ferrita supersaturada. Foi identificado a formação de policristais de ferrita (grãos ultrafinos) na camada mais superficial e uma orientação preferencial RD // na camada de transição. Os resultados dos ensaios de laboratório mostraram a nucleação de trincas superficiais se propagando a baixo ângulo na camada branca. A transformação microestrutural dessa camada após ensaios de laboratório consiste em policristais de ferrita e dissolução da cementita.