This study experimentally and numerically investigated wheel–rail rolling contact fatigue (RCF), focusing on the initiation mechanisms of head check (HC). The experimental study was conducted using V-Track, a scaled test rig developed at TU Delft that is able to simulate real-life wheel–rail contact with controllable contact geometries and loading conditions. Ratcheting and HCs were generated on the V-Track rails with wheel–rail frictional rolling contact loading for up to 60,000 cycles. Rail samples with HCs were then examined with a microscopic analysis focusing on the R260MN steel grade. The boundary element method (BEM) and finite element method (FEM) were then applied to calculate wheel–rail contact-induced stress states in and below the rail surface under the same contact conditions as the experiment. The rail surface shear stresses calculated with BEM exhibited a strong correlation to the ratcheting observed within the rail running band in the microscopic analysis. Moreover, the plastic flows and cracks outside the running band identified by the microscopic analysis were correlated to the rail surface stresses, especially outside the contact patch, and subsurface stresses calculated with FEM: the results suggested that the accumulation of residual stresses could also contribute to plastic flow and the consequent initiation of cracks outside the running band.@en

Short pitch corrugation is a typical rail defect that lacks a thorough understanding and adequate root-cause solutions. This paper aims to identify the damage mechanism of short pitch corrugation through a microstructural analysis of a field rail sample. This sample made of R260Mn pearlitic steel was taken from a straight section of the Dutch railway network, and its geometry and surface hardness variation along the corrugation were measured and analyzed. Eleven specimens, including both corrugated and non-corrugated zones, were sectioned from the rail sample and continuously examined using light optical microscopy, scanning electron microscopy and micro-hardness testing. The results indicate that the corrugation damage mechanism can be categorized into three stages: (1) pre-corrugation, characterized by uniform wear and plastic deformation; (2) corrugation initiation, dominated by differential wear; and (3) corrugation growth, involving both differential wear and plastic deformation accumulation. The initiation and growth of corrugation both contribute to an inhomogeneous distribution of plastic deformation layer (PDL) in the rail subsurface, which follows an approximately sinusoidal pattern, matching the corrugation geometry in both wavelength and phase. Consequently, the hardness also varies in phase with the corrugation geometry, with higher hardness values at corrugation peaks. In the non-corrugation zone, the PDL and hardness show relatively small and irregular fluctuations. This study also provides meaningful insights into rail grinding, suggesting that grinding should account for differential PDL thickness to prevent corrugation reoccurrence due to subsurface material inhomogeneity.@en

Various models for simulating rail ratcheting behaviour were developed to study rolling contact fatigue (RCF) damage in rails. However, limitations remain in terms of the accuracy of wheel–rail contact modelling and computational efficiency of the cyclic loading simulation. This study developed an efficient 3D finite element (FE) procedure to simulate ratcheting in rails subjected to numerous load cycles. The procedure simulates a wheel rolling repeatedly over a rail section with updated stress–strain states, enabling automatically executed cyclic loading simulation given a predefined number of cycles. To ensure the accuracy of the contact modelling, the effect of meshing schemes on subsurface stress distribution was examined. In addition, the FE contact model with the selected meshing scheme, which balances accuracy and computational efficiency, was verified against the widely accepted CONTACT program. Subsequently, a non-linear kinematic hardening (NLKH) steel material was used in the FE model for ratcheting simulations with up to 100 wheel-loading cycles. The rail surface and subsurface stress states were replicated under partial-slip wheel–rail rolling contact conditions with traction coefficients of 0.10, 0.20 and 0.35, respectively. The ratcheting behaviour was extensively analysed in terms of plastic deformation, contact patch evolution, and ratcheting rates. The simulated plastic deformation was found to alter the contact geometry and thus contact stresses, which in turn affect further accumulation of plastic deformation and subsequent ratcheting strains. These findings highlighted the importance of considering the interplay between the rail ratcheting behaviour of the rail and evolving contact conditions for predicting ratcheting and RCF damage in rails.

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