Long-term wear and rolling contact fatigue behaviour of a conformal wheel profile designed for large radius curves

There are many reasons to optimise the wheel–rail interface through redesign or maintenance. Minimising wear and rolling contact fatigue (RCF) initiation on wheels and/or rails is often at the forefront of such considerations. This paper covers the design of a conformal wheel profile and its long-term wear and RCF performance to optimise the wheel–rail interface and subsequently reduce the occurrence of surface-initiated RCF on South Africa’s iron ore export line. A comparative study is performed using multibody dynamics simulation together with numerical wheel wear and RCF predictions. The advantages of a conformal wheel profile design are illustrated by evaluating the worn shape and resulting contact conditions of the conformal design. The conformal design has 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 proved to have wear and potential 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.     

Comments on ‘the Kalker book of tables for non-Hertzian contact of wheel and rail’

The ‘simple double-elliptical contact’ (SDEC) approach by Piotrowski et al. [The Kalker book of tables for non-Hertzian contact of wheel and rail. Vehicle Syst Dyn. 2017;55:875–901] generates a-symmetrical contact patches in an elegant way. This allows to extend the table-based approach for the wheel–rail creep force calculation towards non-Hertzian contact geometry. This is an important line of research, because FASTSIM is intricate for non-Hertzian contacts, whereas CONTACT requires long calculation times.

Here, we comment on the further motivation that's provided for the approach. According to the authors, ‘the spin creepage generates longitudinal creep force in non-symmetric, non-elliptical contacts’, which is ‘completely lost’ when using elliptical regularisation. We demonstrate that this mainly depends on the choice of contact origin, and that the interaction is much reduced if different choices are made. This suggests that elliptical regularisation may be viable still, if the details are properly worked out. Furthermore, we introduce the spin center and the free-rolling position as means to extend the table-based approach towards more general non-Hertzian circumstances.     

Design and optimisation of wheel–rail profiles for adhesion improvement

This paper describes a study for the optimisation of the wheel profile in the wheel–rail system to increase the overall level of adhesion available at the contact interface, in particular to investigate how the wheel and rail profile combination may be designed to ensure the improved delivery of tractive/braking forces even in poor contact conditions. The research focuses on the geometric combination of both wheel and rail profiles to establish how the contact interface may be optimised to increase the adhesion level, but also to investigate how the change in the property of the contact mechanics at the wheel–rail interface may also lead to changes in the vehicle dynamic behaviour.     

An alternative to FASTSIM for tangential solution of the wheel–rail contact

In most rail vehicle dynamics simulation packages, tangential solution of the wheel–rail contact is gained by means of Kalker's FASTSIM algorithm. While 5–25% error is expected for creep force estimation, the errors of shear stress distribution, needed for wheel–rail damage analysis, may rise above 30% due to the parabolic traction bound. Therefore, a novel algorithm named FaStrip is proposed as an alternative to FASTSIM. It is based on the strip theory which extends the two-dimensional rolling contact solution to three-dimensional contacts. To form FaStrip, the original strip theory is amended to obtain accurate estimations for any contact ellipse size and it is combined by a numerical algorithm to handle spin. The comparison between the two algorithms shows that using FaStrip improves the accuracy of the estimated shear stress distribution and the creep force estimation in all studied cases. In combined lateral creepage and spin cases, for instance, the error in force estimation reduces from 18% to less than 2%. The estimation of the slip velocities in the slip zone, needed for wear analysis, is also studied. Since FaStrip is as fast as FASTSIM, it can be an alternative for tangential solution of the wheel–rail contact in simulation packages.     

A study on high-speed rolling contact between a wheel and a contaminated rail

A 3-D explicit finite element model is developed to investigate the transient wheel–rail rolling contact in the presence of rail contamination or short low adhesion zones (LAZs). A transient analysis is required because the wheel passes by a short LAZ very quickly, especially at high speeds. A surface-to-surface contact algorithm (by the penalty method) is employed to solve the frictional rolling contact between the wheel and the rail meshed by solid elements. The LAZ is simulated by a varying coefficient of friction along the rail. Different traction efforts and action of the traction control system triggered by the LAZ are simulated by applying a time-dependent driving torque to the wheel axle. Structural flexibilities of the vehicle–track system are considered properly. Analysis focuses on the contact forces, creepage, contact stresses and the derived frictional work and plastic deformation. It is found that the longitudinal contact force and the maximum surface shear stress in the contact patch become obviously lower in the LAZ and much higher as the wheel re-enters the dry rail section. Consequently, a higher wear rate and larger plastic flow are expected at the location where the dry contact starts to be rebuilt. In other words, contact surface damages such as wheel flats and rail burns may come into being because of the LAZ. Length of the LAZ, the traction level, etc. are varied. The results also show that local contact surface damages may still occur as the traction control system acts.     

A robust non-Hertzian contact method for wheel–rail normal contact analysis

A modified Kik–Piotrowski (MKP) model is proposed in this paper for an accurate and robust calculation of wheel–rail normal contact problem. The presented method is able to consider the relationship between the elastic deformation of a line and the normal pressure distribution within the contact patch. A novel shape correction method is put forward to correctly describe the elastic deformation of the contact patch. Taking the results estimated by Kalker’s variational method and Kik–Piotrowski method as references, the proposed method is validated by three contact cases, including the assumed standardised non-Hertzian contact and the two-point contact, as well as the contact behaviours based on three actual wheel–rail profiles. The simulation results indicate that, compared with Kik–Piotrowski method, the proposed MKP method achieves better agreement with Kalker’s variational method. Moreover, the MKP method can avoid the abrupt change of wheel–rail normal force due to the sudden transfer of the contact point, which contributes to a better computational stability.     

Development and validation of a wear model for the analysis of the wheel profile evolution in railway vehicles

The numerical wheel wear prediction in railway applications is of great importance for different aspects, such as the safety against vehicle instability and derailment, the planning of wheelset maintenance interventions and the design of an optimal wheel profile from the wear point of view. For these reasons, this paper presents a complete model aimed at the evaluation of the wheel wear and the wheel profile evolution by means of dynamic simulations, organised in two parts which interact with each other mutually: a vehicle's dynamic model and a model for the wear estimation. The first is a 3D multibody model of a railway vehicle implemented in SIMPACK?, a commercial software for the analysis of mechanical systems, where the wheel–rail interaction is entrusted to a C/C++user routine external to SIMPACK, in which the global contact model is implemented. In this regard, the research on the contact points between the wheel and the rail is based on an innovative algorithm developed by the authors in previous works, while normal and tangential forces in the contact patches are calculated according to Hertz's theory and Kalker's global theory, respectively. Due to the numerical efficiency of the global contact model, the multibody vehicle and the contact model interact directly online during the dynamic simulations.

The second is the wear model, written in the MATLAB® environment, mainly based on an experimental relationship between the frictional power developed at the wheel–rail interface and the amount of material removed by wear. Starting from a few outputs of the multibody simulations (position of contact points, contact forces and rigid creepages), it evaluates the local variables, such as the contact pressures and local creepages, using a local contact model (Kalker's FASTSIM algorithm). These data are then passed to another subsystem which evaluates, by means of the considered experimental relationship, both the material to be removed and its distribution along the wheel profile, obtaining the correspondent worn wheel geometry.

The wheel wear evolution is reproduced by dividing the overall chosen mileage to be simulated in discrete spatial steps: at each step, the dynamic simulations are performed by means of the 3D multibody model keeping the wheel profile constant, while the wheel geometry is updated through the wear model only at the end of the discrete step. Thus, the two parts of the whole model work alternately until the completion of the whole established mileage. Clearly, the choice of an appropriate step length is one of the most important aspects of the procedure and it directly affects the result accuracy and the required computational time to complete the analysis.

The whole model has been validated using experimental data relative to tests performed with the ALn 501 ‘Minuetto’ vehicle in service on the Aosta–Pre Saint Didier track; this work has been carried out thanks to a collaboration with Trenitalia S.p.A and Rete Ferroviaria Italiana, which have provided the necessary technical data and experimental results.     

The vertical and the longitudinal dynamic responses of the vehicle–track system to squat-type short wavelength irregularity

The squat, a kind of rolling contact fatigue occurring on the rail top, can excite the high-frequency vehicle–track interaction effectively due to its geometric deviations with a typical wavelength of 20–40 mm, leading to the accelerated deterioration of a track. In this work, a validated 3D transient finite element model is employed to calculate in the time domain the vertical and the longitudinal dynamic contact forces between the wheel and the rail caused by squats. The vehicle–track structure and the wheel–rail continua are both considered in order to include all the important eigencharacteristics of the system related to squats. By introducing the rotational and translational movements of the wheel, the transient wheel–rail rolling contact is solved in detail by a 3D frictional contact model integrated. The contact filter effect is considered automatically in the simulations by the finite size of the contact patch. The present work focuses on the influences of the length, width and depth of a light squat on the resulted dynamic contact forces, for which idealised defect models are used. The growth of a squat is also modelled to a certain extent by a series of defects with different dimensions. The results show that the system is mainly excited at two frequencies separately in the vertical and the longitudinal dynamics. Their superposition explains the typical appearance of mature squats. As a squat grows up, the magnitude of the excited vibration at the lower frequency increases faster than the one at the higher frequency.     

Numerical investigation on effect of the relative motion of stock/switch rails on the load transfer distribution along the switch panel in high-speed railway turnout

In railway turnout, the stock rail and switch rail are separated to enable the vehicle changing among the tracks, and they are provided with different rail resilience level on the baseplate. Therefore, there will be vertical relative motion between stock/switch rails under the wheel loads, and the relative motion will affect consequentially the wheel–rail contact conditions. A method is developed to investigate the effect of the relative motion of stock/switch rails on the load transfer distribution along the switch panel in high-speed railway turnout. First, the rigid wheel–rail contact points of stock/switch rails are calculated based on the trace line method, and then the contact status is determined by the presented equations, finally, the distribution of wheel–rail contact forces of stock/switch rails is obtained based on the continuity of interface displacements and forces which using an approximate surface deformation method. Some parametric studies have been performed, such as the lateral displacement of wheel set, the vertical contact forces, the wheel profiles and the vertical stiffness of rail pad. The results of the parametric study are presented and discussed.     

Modelling of wear and fatigue defect formation in wheel–rail contact

The model for analysing wear and fatigue defect formation is developed based on the approaches of contact and fracture mechanics. The model includes the solution of the contact problem for the wheel and rail to find the shape, size and position of the contact zones and the contact stresses and calculation of the surface wear and the function of damage accumulation in the rail and wheel. The wear rate and the worn-profile evolution of the wheel surface are calculated using both statistic and deterministic approaches to modelling of vehicle dynamics (tribo-dynamic modelling). The influence of the evolution of the wheel–rail profiles due to wear on the damage accumulation process is analysed. It is shown that for some values of the wear rate coefficient, the wear process can prevent the crack initiation under the wheel surface.     

A survey of wheel–rail contact models for rail vehicles

Accurate and efficient contact models for wheel–rail interaction are essential for the study of the dynamic behaviour of a railway vehicle. Assessment of the contact forces and moments, as well as contact geometry provide a fundamental foundation for such tasks as design of braking and traction control systems, prediction of wheel and rail wear, and evaluation of ride safety and comfort. This paper discusses the evolution and the current state of the theories for solving the wheel–rail contact problem for rolling stock. The well-known theories for modelling both normal contact (Hertzian and non-Hertzian) and tangential contact (Kalker's linear theory, FASTSIM, CONTACT, Polach's theory, etc.) are reviewed. The paper discusses the simplifying assumptions for developing these models and compares their functionality. The experimental studies for evaluation of contact models are also reviewed. This paper concludes with discussing open areas in contact mechanics that require further research for developing better models to represent the wheel–rail interaction.     

Modification of the semi-Hertz wheel–rail contact method based on recalculating the virtual penetration value

ABSTRACT

Wheel–rail contact calculation is of vital importance in vehicle system dynamics. In the existing methods of wheel–rail contact calculation, the finite element method and Kalker’s CONTACT program, which are based on the complementary energy principle, are the two methods with accuracy recognised. However, because of its very slow calculation speed, it cannot meet the requirement of online calculation, so a variety of fast non-elliptic algorithms have been proposed. The semi-Hertz method, which is recognised for its great contributions to the fast wheel–rail contact calculation, is based on the concept of virtual penetration. The calculation of virtual penetration is crucial to evaluate the shape and normal pressure distribution of the contact patch. In practice, the virtual penetration is related to the curvature of the whole contact patch; however, the range of the contact patch is determined by the value of penetration. Such an interaction leads the calculation into a dead loop. In the semi-Hertz method, the penetration is calculated by the Hertz parameters of the initial contact point. Thus, the practical range of the method is limited. In this paper, a fast-iterative method for solving virtual penetration is proposed, and a reliable value of virtual penetration can be obtained under any lateral wheel–rail relative curvature variation with good stability and speed. The normal and tangential solutions are analysed with different methods in this paper.     

Simulation of dynamic interaction between train and railway turnout

Dynamic train–track interaction is more complex in railway turnouts (switches and crossings) than that in ordinary tangent or curved tracks. Multiple contacts between wheel and rail are common, and severe impact loads with broad frequency contents are induced, when nominal wheel–rail contact conditions are disturbed because of the continuous variation in rail profiles and the discontinuities in the crossing panel. The absence of transition curves at the entry and exit of the turnout, and the cant deficiency, leads to large wheel–rail contact forces and passenger discomfort when the train is switching into the turnout track. Two alternative multibody system (MBS) models of dynamic interaction between train and a standard turnout design are developed. The first model is derived using a commercial MBS software. The second model is based on a multibody dynamics formulation, which may account for the structural flexibility of train and track components (based on finite element models and coordinate reduction methods). The variation in rail profile is accounted for by sampling the cross-section of each rail at several positions along the turnout. Contact between the back of the wheel flange and the check rail, when the wheelset is steered through the crossing, is considered. Good agreement in results from the two models is observed when the track model is taken as rigid.     

Dynamics of an isolated railway wheelset with conformal wheel–rail interactions

ABSTRACT

In multi-body dynamics, we model a non-conformal wheel/rail contact at one centre point since this contact is flat and Hertzian. However, the quasi-conformal contact requires more points since the contact is curved and non-Hertzian. The methodology in solving these points during dynamic simulations is the basis of this development. In this online effort, first, we present a general contact joint and the gutter search method of Pascal and Jourdan [The rigid-multi-Hertzian method as applied to conformal contacts. USA: ASME; 2007] in the context of a multi-body approach. Next, by adopting the non-iterative approach, a subset of these points with positive profile interpenetrations is selected to idealise one curved contact by a set of multi-Hertzian patches for which the Hertz normal contact solution is available. Finally, the feasibility of this multibody approach together with its implementation in two different codes is evaluated by simulating the motion of an isolated wheelset with realistic inertia. On tangent tracks, the wheelset with non-conformal pairing displays self-excited unstable oscillations while it displays a stable behaviour below a critical speed with conformal profiles. A further study reveals the net friction losses at multiple patches within the curved contact being the reason for the stable behavior.     

Influence of polygonal wear of railway wheels on the wheel set axle stress

The coupled vehicle/track dynamic model with the flexible wheel set was developed to investigate the effects of polygonal wear on the dynamic stresses of the wheel set axle. In the model, the railway vehicle was modelled by the rigid multibody dynamics. The wheel set was established by the finite element method to analyse the high-frequency oscillation and dynamic stress of wheel set axle induced by the polygonal wear based on the modal stress recovery method. The slab track model was taken into account in which the rail was described by the Timoshenko beam and the three-dimensional solid finite element was employed to establish the concrete slab. Furthermore, the modal superposition method was adopted to calculate the dynamic response of the track. The wheel/rail normal forces and the tangent forces were, respectively, determined by the Hertz nonlinear contact theory and the Shen–Hedrick–Elkins model. Using the coupled vehicle/track dynamic model, the dynamic stresses of wheel set axle with consideration of the ideal polygonal wear and measured polygonal wear were investigated. The results show that the amplitude of wheel/rail normal forces and the dynamic stress of wheel set axle increase as the vehicle speeds rise. Moreover, the impact loads induced by the polygonal wear could excite the resonance of wheel set axle. In the resonance region, the amplitude of the dynamic stress for the wheel set axle would increase considerably comparing with the normal conditions.     

Tangential force variation due to the bogie direction reversal procedure

A range of tangential forces is generated within the contact patch when a wheelset moves on the rail. These forces are intensified when incorporating curved tracks and motored axle rail vehicles [Arrus, P., de Pater, A.D. and Meyers, P., 2002, The stationary motion of a one-axle vehicle along a circular curve with real rail and wheel profiles. Vehicle System Dynamics, 37(1), 29–58]. The wheelset is subject to flange contact if an unbalanced force remains in a curve towards the high rail gauge face. The resultant force in the transverse direction includes the lateral force, the radial force, and the creep forces in addition to the effect of the frequent wheelset displacement due to the kinematic oscillation [Iwnicki, S., 2003, Simulation of wheel–rail contact forces. Fatigue Fracture Engineering Material Structure, 26, 887–900]. This article has focused on a potential variation in some of the forces cited when the wheelset is subject to backward and forward movements. A severe wear rate observed within the wheel flange region in Iranian Railways was investigated by operating a test bogie on a curvaceous track. An obvious improvement in the wear rate and wear pattern of the wheels was attained when the second test bogie encountered a bogie direction reversal procedure. This enhancement is considered in this article from the force analysis standpoint.     

Computation of wheel–rail contact force for non-mapping wheel–rail profile of Translohr tram

Translohr tram has steel wheels, in V-like arrangements, as guide wheels. These operate over the guide rails in inverted-V arrangements. However, the horizontal and vertical coordinates of the guide wheels and guide rails are not always mapped one-to-one. In this study, a simplified elastic method is proposed in order to calculate the contact points between the wheels and the rails. By transforming the coordinates, the non-mapping geometric relationship between wheel and rail is converted into a mapping relationship. Considering the Translohr tram’s multi-point contact between the guide wheel and the guide rail, the elastic-contact hypothesis take into account the existence of contact patches between the bodies, and the location of the contact points is calculated using a simplified elastic method. In order to speed up the calculation, a multi-dimensional contact table is generated, enabling the use of simulation for Translohr tram running on curvatures with different radii.     

A non-Hertzian method for solving wheel–rail normal contact problem taking into account the effect of yaw

A novel approach is proposed in this paper to deal with non-Hertzian normal contact in wheel–rail interface, extending the widely used Kik–Piotrowski method. The new approach is able to consider the effect of the yaw angle of the wheelset against the rail on the shape of the contact patch and on pressure distribution. Furthermore, the method considers the variation of profile curvature across the contact patch, enhancing the correspondence to CONTACT for highly non-Hertzian contact conditions. The simulation results show that the proposed method can provide more accurate estimation than the original algorithm compared to Kalker’s CONTACT, and that the influence of yaw on the contact results is significant under certain circumstances.     

Deterioration mechanisms in the wheel–rail interface with focus on wear prediction: a literature review

Wheel–rail interface management is imperative to railway operation and its maintenance represents a major share of the total maintenance cost. In general, the course of events usually called wear is a complicated process involving several modes of material deterioration and contact surface alteration. Thus material removal or relocation, plastic flow and phase transformation may take place at, just below, or in-between the contacting surfaces. A higher degree of predictability of deterioration mechanisms and a firm basis for optimisation of the wheel–rail system are anticipated to reveal a great potential for cost savings. Wear in the sense of material loss and related wheel–rail profile evolution represents one of several modes of damage. The purpose of this survey is to explore research on wear simulation, to some degree extended to neighbouring disciplines. It is believed that a cross-disciplinary approach involving, for instance, adhesive and abrasive wear, surface plasticity, and rolling contact fatigue opens new perspectives to improved damage prediction procedures.