An investigation into the mechanism of the polygonal wear of metro train wheels and its effect on the dynamic behaviour of a wheel/rail system

This paper presents a detailed investigation conducted into the mechanism of the polygonal wear of metro train wheels through extensive experiments conducted at the sites. The purpose of the experimental investigation is to determine from where the resonant frequency that causes the polygonal wear of the metro train wheels originates. The experiments include the model tests of a vehicle and its parts and the tracks, the dynamic behaviour test of the vehicle in operation and the observation test of the polygonal wear development of the wheels. The tracks tested include the viaducts and the tunnel tracks. The structure model tests show that the average passing frequency of a polygonal wheel is approximately close to the first bending resonant frequency of the wheelset that is found by the wheelset model test and verified by the finite element analysis of the wheelset. Also, the dynamic behaviour test of the vehicle in operation indicates the main frequencies of the vertical acceleration vibration of the axle boxes, which are dominant in the vertical acceleration vibration of the axle boxes and close to the passing frequency of a polygonal wheel, which shows that the first bending resonant frequency of the wheelset is very exciting in the wheelset operation. The observation test of the polygonal wear development of the wheels indicates an increase in the rate of the polygonal wear of the wheels after their re-profiling. This paper also describes the dynamic models used for the metro vehicle coupled with the ballasted track and the slab track to analyse the effect of the polygonal wear of the wheels on the wheel/rail normal forces.     

Dynamic responses of a high-speed railway car due to wheel polygonalisation

The polygonal wear around the wheel circumference could pose highly adverse influences on the wheel/rail interactions and thereby the performance of the vehicle system. In this study, the effects of wheel polygonalisation on the dynamic responses of a high-speed rail vehicle are investigated through development and simulations of a comprehensive coupled vehicle/track dynamic model. The model integrates flexible slab track, wheelsets and axle boxes subsystem models so as to account for elastic deformations caused by impact loads induced by the wheel polygonalisation. A field-test programme was undertaken to acquire the polygonal wear profile and axle box acceleration response of a high-speed train, and the data are used to demonstrate the validity of the coupled vehicle/track system model. Subsequently, the effects of wheel polygonalisation are evaluated in terms of wheel/rail impact forces, axle box vertical acceleration and dynamic stress developed in the axle considering different amplitudes and harmonic orders of the polygonal wear. The results suggest that the high-order wheel polygonalisation can give rise to high-frequency impact loads at the wheel/rail interface, and excite some of the vibration modes of the wheelset and the axle box leading to high-magnitude axle box acceleration and dynamic stress in the wheelset axle.     

Field measurements of the evolution of wheel wear and vehicle dynamics for high-speed trains

This investigation demonstrates the wheel wear evolution and related vehicle dynamics of high-speed trains with an operating distance (OD) of around two million kilometres. A long-term experimental test lasting two years was conducted to record the wheel profiles and structural vibrations of various trainsets. The wheel wear, namely the profile shape, worn distribution and wheelset conicity, is investigated for several continuous reprofiling cycles. Typical results are illustrated for the stability analysis, and the ride quality is examined with increasing OD. In addition, the vibration transition characteristics between suspensions are investigated in both the time and frequency domains. The experiments show that the dominant wear concentrates on the nominal rolling radius, and the wear rate increases with OD because of the surface softening resulting from the loss of wheel material. The vibration of structural components is aggravated by the increase of the equivalent conicity of the wheelset, which rises approximately linearly with the wheel wear and OD. High-frequency vibrations arise in the bogie and car body related to the track arrangement and wheel out-of-roundness, causing the ride comfort to worsen significantly. Additionally, the system vibration characteristics are strongly dependent on the atmospheric temperature. Summaries and conclusions are obtained regarding the wheel wear and related vehicle dynamics of high-speed trains over long operating times and distances.     

Influence of the track quality and of the properties of the wheel–rail rolling contact on vehicle dynamics

This work describes an analytical approach to determine what degree of accuracy is required in the definition of the rail vehicle models used for dynamic simulations. This way it would be possible to know in advance how the results of simulations may be altered due to the existence of errors in the creation of rolling stock models, whilst also identifying their critical parameters. This would make it possible to maximise the time available to enhance dynamic analysis and focus efforts on factors that are strictly necessary. In particular, the parameters related both to the track quality and to the rolling contact were considered in this study. With this aim, a sensitivity analysis was performed to assess their influence on the vehicle dynamic behaviour. To do this, 72 dynamic simulations were performed modifying, one at a time, the track quality, the wheel–rail friction coefficient and the equivalent conicity of both new and worn wheels. Three values were assigned to each parameter, and two wear states were considered for each type of wheel, one for new wheels and another one for reprofiled wheels. After processing the results of these simulations, it was concluded that all the parameters considered show very high influence, though the friction coefficient shows the highest influence. Therefore, it is recommended to undertake any future simulation job with measured track geometry and track irregularities, measured wheel profiles and normative values of the wheel–rail friction coefficient.     

Carbody elastic vibrations of high-speed vehicles caused by bogie hunting instability

In particular locations of the high-speed track, the worn wheel profile matched up with the worn rail profile will lead to an extremely high-conicity wheel–rail contact. Consequently, the bogie hunting instability arises, which further results in the so-called carbody shaking phenomenon. In this paper, the carbody elastic vibrations of a high-speed vehicle in service are firstly introduced. Modal tests are conducted to identity the elastic modes of the carbody. The ride comfort and running safety indices for the tested vehicle are evaluated. The rigid–flexible coupling dynamic model for the high-speed passenger car is then developed by using the FE and MBS coupling approach. The rail profiles in those particular locations are measured and further integrated into the simulation model to reproduce the bogie hunting and carbody elastic vibrations. The effects of wheel and rail wear on the vehicle system response, e.g. wheelset bifurcation graph and carbody vibrations, are studied. Two improvement measures, including the wheel profile modification and rail grinding, are proposed to provide possible solutions. It is found that the wheel–rail contact conicity can be lowered by decreasing wheel flange thickness or grinding rail corner, which is expected to improve the bogie hunting stability under worn rail and worn wheel conditions. The carbody elastic vibrations caused by bogie hunting instability can be further restrained.     

Real-time implementation of a traction control algorithm on a scaled roller rig

Traction control is a very important aspect in railway vehicle dynamics. Its optimisation allows improvement of the performance of a locomotive by working close to the limit of adhesion. On the other hand, in case the adhesion limit is surpassed, the wheels are subjected to heavy wear and there is also a big risk that vibrations in the traction occur. Similar considerations can be made in the case of braking. The development and optimisation of a traction/braking control algorithm is a complex activity, because it is usually performed on a real vehicle on the track, where many uncertainties are present due to environmental conditions and vehicle characteristics. This work shows the use of a scaled roller rig to develop and optimise a traction control algorithm on a single wheelset. Measurements performed on the wheelset are used to estimate the optimal adhesion forces by means of a wheel/rail contact algorithm executed in real time. This allows application of the optimal adhesion force.     

A new method for determining wheel–rail multi-point contact

A new method for wheel–rail multi-point contact is presented in this paper. In this method, the first- and the second-order derivatives of the wheel–rail interpolation distance function and the elastic wheel–rail virtual penetration are used to determine multiple contact points. The method takes account of the yaw angle of the wheelset and allows the identification of all possible points of contact between wheel and rail surfaces with an arbitrary geometry. Static contact geometry calculations are first carried out using the developed method for both new and worn wheel profiles and with a new rail profile. The validity of the method is then verified by simulations of a coupled vehicle and track system dynamics over a small radius curve. The simulation results show that the developed method for multi-point contact is efficient and reliable enough to be implemented online for simulations of vehicle–track system dynamics.     

An investigation into the mechanism of the out-of-round wheels of metro train and its mitigation measures

This paper presents an investigation into the mechanism of polygonal wear of metro train wheels through experiments conducted at field sites. The experiments comprise dynamic behaviour test of vehicle and track system, the wheel transverse wear and polygonal wear measurements, rail corrugation and rail weld joint irregularities’ measurements. Moreover, the numerical modal analysis of the wheelset is also performed. The wheel measurement results show that most wheels exhibit obvious eccentricity and polygonal wear with 5–8 harmonics. The investigation results indicate that the wavelength-fixing mechanism of the wheel out-of-roundness with 5–8 harmonics is the P2 resonance. Four measures have been proposed to mitigate the formation of wheel polygonal wear based on the field measurement results.     

A Theory of Wheelset Forces for Two Point Contact Between Wheel and Rail

This paper describes a quasistatic theory of wheelset forces for an important practical case of the wheelset rolling when one of the wheels touches the rail in two contact zones. One of these zones lies on the tread and the other on the wheel flange. For such contact the specific problem of finding the distribution of forces between the tread and flange arises. The simultaneous frictional rolling contact problems for both contact zones have been described with Kalker×apos;s non-linear theory and wheelset equilibrium equations.

The numerical results presented are for an individual wheelset on straight track, the distribution of forces being described for a wide range of loading conditions. The influence of steering on the distribution of forces has also been presented.

This theory can be easily extended for quasistatic curving of railway vehicles and may assist wear studies for vehicles with worn wheels.     

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.     

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.     

Dynamics of railway wagons subjected to braking torques on defective tracks

It is well known that track defects cause profound effects to the dynamics of railway wagons; normally such problems are examined for cases of wagons running at a constant speed. Brake/traction torques affect the speed profile due to the wheel–rail contact characteristics but most of the wagon–track interaction models do not explicitly consider them in simulation. The authors have recently published a model for the dynamics of wagons subject to braking/traction torques on a perfect track by explicitly considering the pitch degree of freedom for wheelsets. The model is extended for cases of lateral and vertical track geometry defects and worn railhead and wheel profiles. This paper presents the results of the analyses carried out using the model extended to the dynamics of wagons containing less ideal wheel profiles running on tracks with geometry defects and worn rails.     

High-speed wheel/rail contact determining method with rotating flexible wheelset and validation under wheel polygon excitation

A rotating flexible wheelset model is developed and integrated into a vehicle/track dynamic model. Flexible wheelset modes with natural frequencies less than 1000?Hz are considered in the wheelset modelling. An innovation of the paper is that wheel/rail rolling contact calculation considers the effect of the wheelset flexibility and the rotating effect. By introducing two half dummy rigid wheelsets the rolling contact between the flexible wheelset and the two rails can be transformed to that between a rigid wheelset and the rails. As an extension application, the wheel OOR (Out-Of-Round) wears with the 11th, 15th, and 17th orders are used to the vehicle system dynamic model with rigid, flexible and rotating-flexible wheelset model. The results of the three models are compared to study the influence of wheelset flexibility and rotation. The ‘online searching contact method’ developed in this paper is compared with the traditional contact method with considering the rotating flexible wheelset. And then a measured OOR is used to excite the rotating flexible wheelset, the response of which is analysed and verified.     

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.     

A locomotive–track coupled vertical dynamics model with gear transmissions

A gear transmission system is a key element in a locomotive for the transmission of traction or braking forces between the motor and the wheel–rail interface. Its dynamic performance has a direct effect on the operational reliability of the locomotive and its components. This paper proposes a comprehensive locomotive–track coupled vertical dynamics model, in which the locomotive is driven by axle-hung motors. In this coupled dynamics model, the dynamic interactions between the gear transmission system and the other components, e.g. motor and wheelset, are considered based on the detailed analysis of its structural properties and working mechanism. Thus, the mechanical transmission system for power delivery from the motor to the wheelset via gear transmission is coupled with a traditional locomotive–track dynamics system via the wheel–rail contact interface and the gear mesh interface. This developed dynamics model enables investigations of the dynamic performance of the entire dynamics system under the excitations from the wheel–rail contact interface and/or the gear mesh interface. Dynamic interactions are demonstrated by numerical simulations using this dynamics model. The results indicate that both of the excitations from the wheel–rail contact interface and the gear mesh interface have a significant effect on the dynamic responses of the components in this coupled dynamics system.     

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.     

Effect of curved track support failure on vehicle derailment

In order to investigate the effect of curved track support failure on railway vehicle derailment, a coupled vehicle–track dynamic model is put forward. In the model, the vehicle and the structure under rails are, respectively, modelled as a multi-body system, and the rail is modelled with a Timoshenko beam rested on the discrete sleepers. The lateral, vertical, and torsional deformations of the beam are taken into account. The model also considers the effect of the discrete support by sleepers on the coupling dynamics of the vehicle and track. The sleepers are assumed to move backward at a constant speed to simulate the vehicle running along the track at the same speed. In the calculation of the coupled vehicle and track dynamics, the normal forces of the wheels/rails are calculated using the Hertzian contact theory and their creep forces are determined with the nonlinear creep theory by Shen et al [Z.Y. Shen, J.K. Hedrick, and J.A. Elkins, A comparison of alternative creep-force models for rail vehicle dynamic analysis, Proceedings of the 8th IAVSD Symposium, Cambridge, MA, 1984, pp. 591–605]. The motion equations of the vehicle/track are solved by means of an explicit integration method. The failure of the components of the curved track is simulated by changing the track stiffness and damping along the track. The cases where zero to six supports of the curved rails fail are considered. The transient derailment coefficients are calculated. They are, respectively, the ratio of the wheel/rail lateral force to the vertical force and the wheel load reduction. The contact points of the wheels/rails are in detail analysed and used to evaluate the risk of the vehicle derailment. Also, the present work investigates the effect of friction coefficient, axle load and vehicle speed on the derailments under the condition of track failure. The numerical results obtained indicate that the failure of track supports has a great influence on the whole vehicle running safety.     

Switch Panel wear loading – a parametric study regarding governing train operational factors

The acting forces and resulting material degradation at the running surfaces of wheels and rail are determined by vehicle, track, interface and operational characteristics. To effectively manage the experienced wear, plastic deformation and crack development at wheels and rail, the interaction between vehicle and track demands a system approach both in maintenance and in design. This requires insight into the impact of train operational parameters on rail- and wheel degradation, in particular at switches and crossings due to the complex dynamic behaviour of a railway vehicle at a turnout. A parametric study was carried out by means of vehicle-track simulations within the VAMPIRE® multibody simulation software, performing a sensitivity analysis regarding operational factors and their impact on expected switch panel wear loading. Additionally, theoretical concepts were cross-checked with operational practices by means of a case study in response to a dramatic change in lateral rail wear development at specific switches in Dutch track. Data from train operation, track maintenance and track inspection were analysed, providing further insight into the operational dependencies. From the simulations performed in this study, it was found that switch rail lateral wear loading at the diverging route of a 1:9 type turnout is significantly influenced by the level of wheel–rail friction and to a lesser extent by the direction of travel (facing or trailing). The influence of other investigated parameters, being vehicle speed, traction, gauge widening and track layout is found to be small. Findings from the case study further confirm the simulation outcome. This research clearly demonstrates the contribution flange lubrication can have in preventing abnormal lateral wear at locations where the wheel–rail interface is heavily loaded.