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Wear
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A R T I C L E I N F O A B S T R A C T
Keywords: A Finite element based methodology for fretting wear and fretting fatigue prediction in press-fitted shaft is
Fretting wear developed. This methodology integrates wear modelling with fretting fatigue analysis to quantitatively predict of
Fretting fatigue the effects of stress redistribution and material removal induced by the fretting wear on fretting crack initiation
Press-fitted shaft properties. The fretting wear-induced evolutions of mean normal stress, a mean correction multiaxial damage
Finite element
parameter and accumulated fatigue damage are predicted by this methodology. The results show that the
Crack initiation
fretting crack initiation at the contact edge is significantly suppressed by the severe fretting wear, since the
server stress concentration is relieved and the surface material with high accumulated fatigue damage is grinded
off. While, the fretting crack initiation at the inner surface of the contact area is greatly promoted by the slight
wear by introducing the large stress concentration near the edge of fretted wear scar.
1. Introduction very high stress concentration. It can be seen that the fretting wear has
a significantly effect on the fretting crack initiation properties. There-
When the press-fitted assembly, for instance, the railway wheelsets fore, Kubota et al. [10] pointed that to clarify the mechanism of the
[1–3] and gear hubs/shafts [4], is subjecting the rotating bending loads, crack initiation in press-fitted axle, a comprehensive investigation re-
micro-slip occurs near the contact edge and the fretting fatigue happens lated to the balance between the crack initiation and fretting wear and
inevitably. Consequently, the durability of the assembly is reduced the stress condition surrounding the incipient cracks is necessary.
significantly [5]. However, the corresponding researches are very limit for the press-
The press-fitted part, such as the wheel seat, is the critical part of the fitted shaft. Zeise et al. [12] has presented a finite element (FE) based
railway axle, since the cracks are easily initiated because of the fretting methodology to predict the fretting wear in press-fitted shaft, and the
fatigue [6]. Thus great emphasis has been placed on the fatigue cracks evolutions of the contact surface profile and the contact parameters are
of railway axle around the world. In Japan [7], if there is a crack larger obtained, however the influence of fretting wear on the fretting crack
than 0.15 mm in depth, the railway axle will be scrapped. Therefore, initiation properties is not clarified in detail. Lee et al. [13] also pre-
expensive regular maintenance and inspection are indispensable to re- sented a numerical analysis of the fretting fatigue of press-fitted shaft
gard the fretting crack initiation. It has been reported that the crack considering the effect of fretting wear, however the investigation is
initiation life is often short, which only reaches approximately 10–30% mainly focused on the effect of contact pressure. In previous study
of the total fretting fatigue life for the press-fitted shaft [8,9]. Never- presented by Zhang et al. [9], in order to discuss the formation me-
theless, it is still necessary to investigate the fretting crack initiation chanism of each fretting wear zone, a FE model with the fretted wear
properties in press-fitted shaft, thereby scientific guidance for the reg- scar for interrupted specimens was developed, while the FE model did
ular maintenance and inspection of the railway axles can be provided. not contain wear model and the fretted wear scars were artificially
In order to study the fretting damage of press-fitted shaft, both Lee added to the FE model based on the measured surface profiles. The
et al. [8] and Zhang et al. [9] have carried out the interrupted fretting effect of fretting wear on fretting fatigue of press-fitted shaft is dis-
fatigue tests, and the results show that the contact surface profile cussed qualitatively and simply. Therefore, the influence of fretting
evolves with the fretting cycles gradually due to the fretting wear. wear on the fretting crack initiation properties in press-fitted shaft still
Meanwhile, the experimental studies [1,5,8–11] conducted with the far from thorough research.
press-fitted shaft show that the fretting cracks are found at the inner Comparing with the press-fitted shaft, the fretting wear and fretting
surface of the contact area instead of the contact edge where there is a fatigue problems of other applications [14–20] have been well
⁎
Corresponding author.
E-mail address: luliantao@swjtu.cn (L.T. Lu).
https://doi.org/10.1016/j.wear.2018.01.008
Received 10 July 2017; Received in revised form 16 December 2017; Accepted 17 January 2018
Available online 02 February 2018
0043-1648/ © 2018 Elsevier B.V. All rights reserved.
Y.B. Zhang et al. Wear 400–401 (2018) 177–183
investigated. More recently McColl et al. [18] developed an incremental 2.2. Fretting tests
wear approach using Archard equation [21] for the simulation of fret-
ting wear in cylinder on flat configuration. Follow this work, Madge The interrupted fretting fatigue tests were conducted on a rotating
et al. [14] combines the Archard-based wear model with the critical bending fatigue machine at four different predefined cycles of 10, 30
plane SWT [22] damage accumulation fatigue model to predict the 50%, and 70% of the total fatigue life. The rotary speed is approxi-
effect of fretting wear on fretting fatigue. It turned out that the non- mately 3000 rpm. As it has been mentioned in previous study [9], the
linear relationship between fatigue life and the slip range obtained from nominal bending stress on the press-fitted part is set to 220 MPa, and
the experiment [23] can be reasonably interpreted, when the impact of the corresponding total fatigue life Nf is approximately 1.31×106 cy-
fretting wear is considered. Then the FE based methodology proposed cles. After the tests, as it is shown in Fig. 2, all samples were sectioned
by Madge is widely used for complex configurations, such as the spline by wire electrical discharge machine and then cleaned ultrasonically.
couplings [15], thin steel wires [16] and modular hip implants [17]. It The fretted surface and the fretting cracks near contact edge are ob-
turned out that the predicted fretting fatigue life is more accuracy after served by a scanning electron microscope (SEM). The contact surface of
considering the fretting wear effect. the shaft at 10% of the total fatigue life, observed by using SEM,
In this paper, a FE based methodology similar with the one proposed showed no micro-cracks. Meanwhile, the shaft at 30% of the total fa-
by Madge [14] is developed for the press-fitted shaft. In this metho- tigue life (N = 393000 cycles), as shown in Fig. 3, possesses micro-
dology, the wear model used for the fretting wear simulation is the cracks of 30–50 µm in length located approximately 200 µm away from
energy-based wear approach proposed by Fouvry et al. [24]. This ap- the contact edge. The surface profiles near contact edge are measured
proach relates the wear volume to the accumulated dissipated energy by a confocal laser scanning microscope (CLSM). The detail processes of
which considers the impact of tangential force. It has been validated by surface profile measurement were presented in [9].
the experiments [25,26] that this approach is superior to the Archard-
based wear model; Since the SWT parameter might be non-conservative 3. FE based methodology
[27,28], for the cyclic loads that involve relatively large compressive
mean stress, the SWT parameter is replaced by a mean correction model 3.1. FE model
proposed by Ince et al. [28]. The fretting wear-induced evolutions of
the parameters related to the fretting fatigue have been investigated. The FE model used in this study is the same that has been validated
The influence mechanisms of fretting wear on the fretting crack in- in a previous work [29], for the simulation fretting wear in press-fitted
itiation site and initiation life in press-fitted shaft have been discussed shaft. The model consists of shaft and hub as shown in Fig. 4, due to the
in detail, with the combination of the experimental results presented in symmetry structure and loading, only half of the press-fitted specimen
previous work [9] and the simulation results. is created. The axial direction parallel to the X-axis, and the origin of X-
axis locates at the contact edge. Three-dimensional eight-node linear
elements (C3D8) are employed. Based on the optimization conducted in
2. Experimental details previous study [29], the highly refined meshes with the size of 15 µm
are adequate to capture the complicated variation of stresses, relative
An extended description of the experimental details and results used slip and to give a well representation of the wear scar profile. A master-
to study the fretting wear-induced surface damage in press-fitted shaft slave contact algorithm is employed, and according to the optimal re-
is reported in [9]. In this section, the specimens, materials, test rig and sult of the coefficient of friction (COF) in previous paper [9], a value of
load conditions for the interrupted fretting fatigue tests are briefly 0.6 was used in this study. The penalty approach is used in this paper,
outlined. due to the fact that the Lagrange multiplier contact algorithm induces
the convergence problem under cyclic rotating bending applied loads.
To ensure that the penalty approach gives as good results as the La-
2.1. Specimens and materials
grange multiplier contact algorithm, the optimization of the maximum
elastic slip tolerance has been conducted in previous paper [9] and
Fig. 1 shows the shape and dimension of the press-fitted specimen.
according to the optimal result, the maximum elastic slip tolerance is
The diametral interference 2δ is approximately 21 µm and the corre-
set to 0.0001 in this study.
sponding nominal contact pressure P is approximately 141 MPa. Alloy
The elastic–plastic material behaviour is modelled using linear ki-
axle steel (35CrMo) and ER8 wheel steel are used for the shaft and hub,
nematic hardening condition with the material properties shown in
respectively. And the corresponding mechanical properties are shown
Table 1
in Table 1.
Fig. 4(a) shows the loads and constraints imposed on the FE model.
The symmetric constraint along x-axis is applied to the centre of FE
model and the end of the shaft (point A) is fixed in y and z directions.
The concentrated forces varying with the computation time t, Fy =
F0cos(2πt) and Fz = F0sin(2πt), are applied at point B along y-axis and z-
axis respectively, and as a result, the constant bending load F0 rotating
around the axis of shaft with computation time t is applied to the shaft.
Therefore, one fretting fatigue cycle can be simulated within one load
step. More details about the loads and constraints are presented in
previous work [29].
The specific method used in this study for the wear simulation of
press-fitted shaft, which was validated by the experimental results, is
described in detail in the previous work reported by Zhang et al. [29].
The wear model used for fretting wear simulation is the energy wear
approach proposed by Fouvry et al. [24]. This approach assumes that
Fig. 1. Specimen shape and dimension (mm).
fretting wear can be evaluated by applying local energy wear approach
178
Y.B. Zhang et al. Wear 400–401 (2018) 177–183
Table 1
Mechanical properties of materials.
Young's modulus (GPa) Cyclic yield strength (MPa) Plastic modulus (GPa) Poisson's ratio Micro-hardness HV0.1
to local contact conditions along the entire contact interface. The local
wear model is described by:
Δhinc (j, m) = αq (j, m) Δs (j, m) (1)
Where Δhinc(j,m), q(j,m) and Δs(j,m) is the incremental wear depth, the
shear traction and the relative slip for a contact node j at the mth in-
crement time, respectively. α is the energy wear coefficient.
As it has been mentioned in FE model, one fretting cycle can be
simulated within one load step. Supposing there are n wear simulation
increments per load step, and the total wear depth during one step is:
n
Δhstep (j ) = ∑ αq (j, m) Δs (j, m)
t=1 (2)
Fig. 2. Final cut sample. In order to efficiently simulate the wear depth, the cycle-jumping
technique, which has been successfully used in the energy-based
[17,20] wear approach, is adopted in this study. The nodal wear depth
Contact edge Axial direction Δh(j) corresponding to ΔN fretting cycles can be simulated in one load
step by:
n
Δh (j ) = ΔN ∑ αq (j, m) Δs (j, m)
t=1 (3)
Symmetry
3.3. Fatigue modelling
along X-axis
(a) Due to the fact that the fretted zone is subjected to complex loading
conditions, the crack initiation characteristics of fretting fatigue are
1mm usually predicted by the multi-axial critical plane approaches (SWT
Contact edge [22] and F-S [32] criteria). A. Cruzado [16] has indicated that the
Hub
H
bending induced tensile stress leads to fretting cracks in mode I.
Therefore, comparing to the F-S parameter which is suitable to shear
cracking failure mode [32], the SWT parameter and the modifications
Refined meesh of the SWT parameter [28,33] might be more suitable to the press-fitted
Sha
S shaft under rotating bending.
The SWT parameter can be expressed as follows:
(b) σ ′f 2
SWT = σmax Δεa = (2Ni )2b + σ ′f ε′f (2Ni )b + c
E (4)
Fig. 4. FE model (a) overall geometry of press-fitted specimen, (b) refined mesh in the
region of contact edge indicated by rectangle in (a). where σmax and Δεa are the maximum normal stress and maximum
normal strain amplitude on the critical plane respectively, E is the
Young modulus, σ’f is the fatigue strength coefficient, ε’f is the fatigue
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Y.B. Zhang et al. Wear 400–401 (2018) 177–183
180
Y.B. Zhang et al. Wear 400–401 (2018) 177–183
Fig. 5. Predicted evolution of the mean normal stress σmean distribution on the new
outermost surface of shaft with increasing numbers of fretting cycles.
Fig. 7. Predicted evolution of the accumulated damage D distribution on the new out-
ermost surface of shaft with increasing numbers of fretting cycles.
Fig. 6. Predicted evolution of the total equivalent strain amplitude Δεeq, a distribution on
the new outermost surface of shaft with increasing numbers of fretting cycles.
Table 3
Comparisons of the predicted results and the experimental data.
the stress concentration at the contact edge is significantly relieved by
fretting wear. Consequently, the maximum value of the total equivalent Initiation life Ni Initiation location
strain amplitude ΔεeqA, a at contact edge is decreased significantly. As it is
shown in Fig. 6, for the inner surface of the contact area, another stress Experimental 131000 < Ni < 393000 50–200 µm away from the
results [9] contact edge
concentration appears and the corresponding maximum value of the Prediction from Ni = 318000 Approximately 250 µm away
total equivalent strain amplitude ΔεeqB , a is predicted to locate approxi- Zone A from the contact edge
mately near the edge of wear scar. With the increase of the width of Prediction from Ni = 23000 The contact edge
fretted wear scar, the location of the maximum value ΔεeqB , a moves to- Zone B
wards inside of contact area with the edge of wear scar. With the in-
crease of the depth of fretted wear scar, the stress concentration at the
contact edge is relieved significantly and part of the stress concentra- area and the maximum values were decreased gradually. While for the
tion induced by the interference fit shifts from the contact edge to the model used in current study, the wear scar is predicted by fretting wear
edge of wear scar, as a result, the maximum value ΔεeqB , a increases model, and both the stress concentrations near contact edge and near
gradually. the edge of wear scar are predicted successfully. By comparison, it can
In previous study [9], the FE model with the fretted wear scar of the be found that the FE wear model is more accurate and reasonable than
interrupted specimen has been created and the evolutions of the SWT the FE model used in previous study, and the FE wear model is neces-
and F-S parameters distributions with increasing numbers of fretting sary for the quantitative investigation of the fretting wear-induced
cycles have been investigated qualitatively. Since the wear scar was evolutions of the stress and strain near contact surface.
artificially added, the FE model in previous study could not predict the
severe stress concentration near contact edge induced by the inter-
ference fit, and only the new stress concentration near the edge of wear 4.2. Influence of fretting wear on the fretting crack initiation properties
scar was simulated successfully. The locations of the maximum values
of the SWT and F-S parameters were moved inward towards the contact As it is discussed in above section, the stress redistribution near
contact edge induced by the fretting wear dramatically impacts the
181
Y.B. Zhang et al. Wear 400–401 (2018) 177–183
distributions of the mean normal stress σmean, and the total equivalent with that of the cylinder on flat configuration under gross slip condition
strain amplitude εeq, a. Therefore, it can imagine that the stress redis- as presented by Madge et al. [14]. While, based on the difference be-
tribution near contact edge would greatly impact the fretting crack tween the predictions from Zone A and experimental results, it can be
initiation properties. Meanwhile, according to the quantitative simu- seen that, only the qualitative interaction and competition between
lation of cylinder on flat configuration by Madge et al. [14], the ma- fretting wear and fretting fatigue initiation in Zone A can be given by
terial removal induced by severe fretting wear would wear away the this model.
incipient fretting fatigue cracks, and therefore suppress the fretting
crack initiation. In this current study, in order to quantitatively consider 5. Conclusions
the effect of material removal in the damage eradication, the damage
accumulation model using MPM technique created by Madge et al. [14] This paper has presented a finite element based methodology which
was employed. combines a FE wear model and a mean correction multiaxial damage
Fig. 7 shows the predicted evolution of accumulated damage D accumulation approach for the simulation of the fretting crack initia-
distribution on the new outermost surface of shaft with increasing tion properties in press-fitted shaft. The fretting wear-induced evolu-
numbers of fretting cycles. As it is shown, because of the severe stress tions of the parameters related to the fretting fatigue have been in-
concentration induced by the interference fit, one crack initiation zone vestigated. The influence mechanisms of fretting wear on the fretting
(Zone A) is predicted to appear at the contact edge of press-fitted shaft. crack initiation site and initiation life in press-fitted shaft have been
The maximum accumulated damage DA is predicted to appear at the discussed in detail. The main conclusions are:
same location of the maximum value of the total equivalent strain
amplitude ΔεeqA, a . In the early stage, as shown in Fig. 7(a), due to the
slight fretting wear and the severe stress concentration, the predicted
• Due to the stress redistribution induced by fretting wear, the severe
stress concentration at the contact edge induced by the interference
accumulated damage D in Zone A increases rapidly. With the increase fit is relieved significantly and another stress concentration appears
of fatigue cycle, as shown in Fig. 7(b), the worsening of fretting wear at the inner surface of contact area approximately near the edge of
induces the great decrease of stress concentration near contact edge, wear scar.
and by the way, the surface material with high accumulated fatigue
damage is removed by fretting wear and replaced by the less damaged
• The severe fretting wear significantly suppresses the fretting crack
initiation at the contact edge by greatly reducing the stress con-
material. As a result, the predicted accumulated damage D on new centration and grinding off the surface material with high accu-
outermost surface in Zone A decreases gradually, and the fretting crack mulated fatigue damage.
initiation at the contact edge is significantly suppressed by the severe
fretting wear. As it is shown in Fig. 7, according to the evolution of
• The fretting wear greatly promotes the fretting crack initiation at
the inner surface of the contact area by introducing the large stress
accumulated damage in Zone A, the fretting crack is predicted to in- concentration near the edge of fretted wear scar.
itiate at the cycle of 23000 at the contact edge.
As it is shown in Fig. 7, for the inner surface of the contact area, due Acknowledgments
to the effect of fretting wear, another stress concentration is predicted
near the edge of wear scar, and another crack initiation zone (Zone B) is This work is supported by the National Natural Science Foundation
predicted to appear. In the early stage, as shown in Fig. 7(a), due to the of China (51375406)
slight stress concentration, the accumulated fatigue damage in Zone B
increases slowly. With the increase of fatigue cycle, as shown in References
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