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Wear
journal homepage: www.elsevier.com/locate/wear
Study of sliding wear of the wheel flange - Rail gauge corner contact T
conditions: Comparative between cast and forged steel wheel materials
Leandro Prates Ferreira de Almeidaa,∗, Leandro Entringer Falquetoa, Hélio Goldensteinb,
Antônio Cesar Bozzia, Cherlio Scandiana
a
Federal University of Espírito Santo, Brazil
b
University of São Paulo, Brazil
Keywords: Wheel-rail contact is in the spotlight of Railway Engineering and its specific conditions are highly dependent on
Wheel railroad characteristics, such as load, speed, track design and materials used, among others. To understand wear
Rail mechanisms for typical contact conditions of a railroad with many tight curves, sliding-wear tests were per-
Pin-on-disc formed on pin-on-disc configuration, without lubrication, at various sliding speeds and constant normal load.
Friction
The pins and discs were machined from rail and wheel materials, respectively. The worn volume of the samples
Wear mechanisms
were obtained by optical microscopy and 3D profilometry and the wear mechanisms were analyzed using a
scanning electron microscope. The results indicate a higher friction coefficient for tests at a speed of 0.9 m/s, at
about 0.8, when compared to the values obtained at 0.1 m/s – between 0.5 and 0.6. The wear severity of both
pins and discs were up to four times higher in the tests carried out with a sliding speed of 0.1 m/s. Comparing the
different materials of the discs, the wear of pins and discs were considerably greater in tribosystems with forged
steel discs – about two to three times the wear. The wear mechanisms observed were predominantly of plastic
nature, with occurrence of ploughing and adhesion of oxidized materials on the surface of pins and discs.
1. Introduction and worn surfaces – and correlated them with the wear observed in the
field. Different wear mechanisms, also noticed by other authors [4,5],
Wheel and rail represents two of the items with the highest main- allows to plot wear maps related to different wheel-rail contact condi-
tenance costs of a railroad. Therefore, understanding the wear me- tions (contact pressure and sliding speed), for each different material
chanisms of wheels and rails and working to increase their service life is pairs [1,6]. Besides the operating parameters, such as contact pressure
essential for the railway operators. and sliding speed, other parameters of the tribological system can affect
Depending on the railway vehicle dynamics, the mechanical contact the wear rates and mechanisms, such as, the metallurgical character-
between wheel and rail changes continuously. On a straight track, the istics of wheel and rail materials, for example; the interlamellar space of
wheel tread moves over the rail head, characterizing a rolling contact pearlite, which affects the surface hardness [7–9], and the presence of
with some portion of slip. The typical defects in this case are called other microconstituents besides pearlite [10,11] – and the environ-
rolling contact fatigue, such as spalling, shelling, head checks and mental conditions [12], amongst others.
corrugation. In curves, the wheel flange can be in contact with the Twin disc tests simulate the typical contact between the wheel tread
gauge corner of the rail head. The tighter these curves are, the greater and the rail head, whereas, pin-on-disc tests are useful to obtain values
the stresses and the sliding motion in the contact are, and also pure of contact pressure and sliding speed equivalent to those in existence
sliding may occur [1,2]. In this case, the most common failure modes when the wheel flange slides over the high rail in a curve track [5]. As
are worn flange, worn rail gauge corner and plastic flow. shown on Fig. 1 [13], when comparing existing studies of the wheel
Wear tests may be used to simulate wheel and rail contact condi- tread-rail head contact (smaller ellipse) with the contact between the
tions and to study their wear mechanisms. Bolton and Clayton [3] wheel flange and the gauge corner of the rail head (greater ellipse),
verified the existence of three different wear regimes – which were there is a lack of study on this subject.
characterized according to the wear rates and morphologies of debris Therefore, the aim of this work is to study the tribological behavior
∗
Corresponding author.
E-mail address: lecoprates@hotmail.com (L. Prates Ferreira de Almeida).
https://doi.org/10.1016/j.wear.2019.05.009
Received 23 October 2018; Received in revised form 10 May 2019; Accepted 11 May 2019
Available online 18 May 2019
0043-1648/ © 2019 Elsevier B.V. All rights reserved.
L. Prates Ferreira de Almeida, et al. Wear 432–433 (2019) 102894
Table 1
Chemical composition and hardness of disc and pin materials, according to AAR grade class C [14] and data from rail manufacturers, respectively.
SAMPLE Material C [wt%] Mn [wt%] Si [wt%] P [wt%] S [wt%] Cr [wt%] Hardness (HB)
Fig. 2. Regions of the wheels and rail from where the discs and pins were removed (out of scale). Dimensions in mm.
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L. Prates Ferreira de Almeida, et al. Wear 432–433 (2019) 102894
Fig. 4. Microstructure of the forged steel disc, revealed with Nital 2% and
obtained by (a) Optical microscopy and (b) SEM, showing the presence of la-
mellar pearlite (LP) and bainite (B), other than the regions with degenerated
pearlite (DP).
3.1. Microstructure
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L. Prates Ferreira de Almeida, et al. Wear 432–433 (2019) 102894
3.2. Hardness
Fig. 5 shows Vickers hardness values of pins and discs. The different
materials of the discs presented very similar values, indicating that, the
differences observed during microstructure characterization showed no
significant effect over the hardness of the materials.
3.3. Friction
Figs. 6 and 7 show the friction coefficient in function of time for the
tests performed at sliding speeds of 0.1 m/s and 0.9 m/s, respectively.
For each condition, the superposition curves indicate good repeatability
for the behavior of the friction coefficient. After 1500 s, the friction
coefficient was in a steady state, for each condition. For the sliding
Fig. 5. Vickers hardness values of pins and discs at 10 kgf. speed of 0.1 m/s, the friction coefficient ranged from 0.5 to 0.7 on the
tests with cast steel discs and between 0.4 and 0.6 for the tests with
presence of lamellar pearlite and bainite, and also a region with prin- forged steel discs after the running-in period. For the sliding speed of
ciple of pearlite fragmentation, which indicates the possible presence of 0.9 m/s, on the tests with cast steel discs, the friction coefficient gen-
degenerated pearlite, in which ferrite and cementite lamellae orienta- erally stabilized between 0.7 and 0.9, with, at times, reaching minimum
tion was variable and, according to Furuhara et al. [17], its transfor- values of 0.4, whereas on tests with forged steel discs, the friction
mation occurs at a temperature range at around 500 °C–600 °C in eu- coefficient generally ranged at around 0.7 and 0.8, with minimum va-
tectoid or hypoeutectoid steels. lues going down to 0.4 and maximum values going up to 0.9.
For the pins, the presence of a predominantly pearlite micro- This large variation of the friction coefficient, especially for the
structure was observed. speed of 0.9 m/s, happened on each test, independent of the material of
Fig. 6. Friction coefficient versus time for the tests conducted at sliding speed of 0.1 m/s. Running-in period time was determined by visual inspection.
Fig. 7. Friction coefficient versus time for the tests conducted at sliding speed of 0.9 m/s. Running-in period time was determined by visual inspection.
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When the sliding speed increased from 0.1 m/s to 0.9 m/s, the in-
crease in friction coefficient, from 0.5-0.6 to approximately 0.8 prob-
ably occurred due to higher heating of the pins and discs at the aspe-
rities’ contact area, followed by a decrease of the mechanical strength of
the steels, favoring junction growth and consequently, increasing the
real contact area. With the increase of temperature, there is also a
tendency of greater oxidation of the surfaces in contact, which would
tend to decrease the friction coefficient, taking place a competition
between these two phenomena. Probably, in these tests, junction
growth was more significant than the oxidation, with respect to the
value of the friction. The results of friction coefficients, for both sliding
speeds, were typical of the contact between two metallic surfaces.
For the sliding speed of 0.9 m/s, the tests with cast and forged steel
discs presented very similar results for the average friction coefficient.
At the speed of 0.1 m/s, the values of the average friction coefficient
were close, with a tendency of lower values for the tests with forged
steel discs.
Fig. 8. Average friction coefficient after the running-in of friction. The error
bars represent minimum and maximum values of the mean friction coefficient,
for each tested condition. Uncertainty for the tests with forged and cast steel 3.4. Wear
discs; ± 3% of full scale for the tests with v = 0.1 m/s; ± 2% and ± 3% re-
spectively for the tests with v = 0.9 m/s. Dimensional wear coefficient (k) results for pins and discs are shown
in Fig. 9. The coefficients magnitude order was in accordance with
previous results reported for pin-on-disc tests under similar conditions
[1,5,7].
In the current study, pins' wear was influenced by the disc's mate-
rial. Differing from Bolton and Clayton [3] results for the twin disc tests,
in which the change of body material did not reflect on a significant
change at the wear rate of the counter-body.
Pins and discs had a very similar behavior with regards to wear,
which was higher for the tests with forged steel discs. This difference
was more significant for the sliding speed of 0.1 m/s than 0.9 m/s.
Table 2 presents the comparison between the values obtained for
the wear coefficient of pins and discs at the tribosystems with cast and
forged steel discs. This difference was most pronounced at the speed of
0.1 m/s, with pins' and discs’ wear approximately 3 times higher for the
forged steel discs tests. At the speed of 0.9 m/s, the tribosystems with
forged steel discs presented an 80% greater wear for both the pins and
the discs.
As previously mentioned, both cast and forged steel discs presented
Fig. 9. Dimensional wear coefficient (mm³/m.N) of pins and discs versus similar hardness values, discarding the influence of hardness on the
sliding speed (m/s). Uncertainty for the tests with forged and cast steel greater wear severity for the tribosystems with forged steel discs.
discs: ± 34% of full scale for the discs tested at the speed of 0.1 m/s (pins: ± Therefore, a probable cause for this wear difference may be the pre-
12% and ± 3%, respectively). At the speed of 0.9 m/s: ± 15% and ± 14% sence of distinct microstructures observed in the cast and the forged
(pins: ± 6% and ± 8%, respectively). steel discs. The coarser and heterogeneous microstructure present in the
cast steel discs could have favored the increase of the wear resistance
the discs. This probably happens due to the system dynamics. There are for that particular tribosystem. Also, the presence of degenerated
some phenomena that can cause sudden variations in contact force, pearlite in the forged steel disc probably promoted a higher wear rate
such as vibration and stiffness of the system [18]. Blau [19] explains on the tested conditions.
that external vibrations, that are produced by nearby equipment or the The wear coefficients of pins and discs were also influenced by the
machine itself, can affect frictional behavior. On the other hand, it can different sliding speeds. At the speed of 0.1 m/s, the wear severity was
also be a consequence of frictional interactions – for example, “when higher than at the speed of 0.9 m/s for both tests with cast and forged
asperity junctions engage and disengage during continuous sliding” – steel discs. For the tribosystems with cast steel discs, the wear coeffi-
and it may be intermittent. cient at the sliding speed of 0.1 m/s was between 2 and 3 times higher
Fig. 8 shows the average friction coefficient, after the running-in of for both pins and discs, comparing to the speed of 0.9 m/s. But, for the
friction, for the different speeds and different materials of the disc. tribosystems with forged steel discs, the wear coefficient was close to 4
times more severe at the speed of 0.1 m/s.
Table 2
–Comparison between the values obtained for the wear coefficient of the pins and discs.
Sliding speed Disc material Comparison between k of the discs (division by k of the cast Comparison between k of the pins (division by k of the tribosystem with the cast
steel disc) steel disc)
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Fig. 12. SEM micrographs of a forged steel disc's wear track, tested at a sliding
speed of 0.9 m/s.
The probable cause of the lower severity of pin's and disc's wear for
the tests with sliding speed of 0.9 m/s was the higher oxidation, favored
by the instantaneous temperature increase on the asperities that were in
contact. Similar results had also been observed by Olofsson and
Telliskivi [5] after pin-on-disc tests with rail's and wheel's materials
similar to those herein used and for a nominal contact pressure of
0.8 GPa.
Olofsson and Telliskivi observed lower friction coefficients for tri-
bosystems with lower wear coefficients, suggesting the presence of a
dominant oxidative wear regime. However, on this paper, friction
coefficients were higher for the tests with lower wear coefficients, at the
sliding speed of 0.9 m/s, indicating that a possible oxidation was not
dominant for the friction. Possibly, there was a competition between
the different mechanisms of wear: oxidative regime, due to the higher
Fig. 10. SEM micrographs of a cast steel disc's wear track, tested at a sliding oxidation rate of the steel on the interface with high temperatures and
speed of 0.1 m/s – (a) Wear track with protuberances plastically deformed the plastic adhesion mechanisms, because of the decreasing of the
(ellipse) and oxidized material adhered to the surface (yellow arrows); (b)
mechanical resistance at these temperatures.
detail of the protuberances plastically deformed. Black arrows indicate the
sliding direction. (For interpretation of the references to color in this figure
legend, the reader is referred to the Web version of this article.)
Fig. 13. SEM micrograph showing oxidized debris (dark regions) near to small
grooving marks (yellow arrows). (For interpretation of the references to color in
Fig. 11. Scheme of the pin's and disc's plastic wear mechanisms. ‘P’ represents a this figure legend, the reader is referred to the Web version of this article.)
protuberance, ‘W’ represents the load weight's vector and ‘V’ represents the
velocity's vector.
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Fig. 14. SEM micrograph of a forged steel disc's wear track, tested at a sliding speed of 0.1 m/s – details of the regions with oxidized debris adhered to the surface and
spectra of the EDS analysis. Black arrow indicates the sliding direction.
3.5. Wear mechanisms is achieved, the particles are removed by fatigue. Fig. 11 illustrates this
mechanism schematically.
Figs. 10, 12 and 13 show the SEM typical micrographs of the disc's Fig. 12 shows the adhesion marks observed on the pin's and on the
wear tracks. On each test, plastic mechanisms dominated the wear. disc's surfaces, for each tested condition. They are similar to those ob-
Ploughing, grooving and material adhesion, usually oxidized, were served by Viáfara et al. [10].
observed on the contact surfaces. Fig. 10 shows protuberances formed Regions with material adhered to the surface were also observed in
on the surface of the material, subsequently, they were plastically de- detail. The particles removed from the tribosurfaces were highly de-
formed due to the high contact stresses, leading to a material dis- formed and had a high specific surface area, which was favorable for its
placement to the sides. When the plastic deformation capability's limit quick oxidation. These oxidized particles adhere to the disc's surface
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Fig. 15. SEM micrographs showing the worn surfaces of the pins tested at the following conditions: (a) v = 0.1 m/s, cast steel disc; (b) v = 0.9 m/s, cast steel disc; (c)
v = 0.1 m/s, forged steel disc and (d) v = 0.9 m/s, forged steel disc. Arrows indicate the sliding direction.
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3.5.1. Debris
Fig. 17 shows some images of the generated debris. Debris with a
large size variation were observed for each tested condition. It was
possible to identify large particles 50–250 μm in size, with rough sur-
faces, but also small debris in abundance, less than 5 μm in size and with
very irregular shapes. Some regions with several agglomerated debris
were observed (Fig. 17b), forming flakes with higher dimensions, in-
dicating that the particles were retained at the rubbing interface during
the tests.
These results were similar to those presented by Bolton and Clayton
[3] and Ma et al. [23] for types II and III wear regimes (severe and
catastrophic), suggesting that they are the typical wear regimes for the
wheel flange - gauge corner of the rail head contact conditions.
From debris observation, it was suggested that the wear mode of the
pins and discs tested on this paper was probably at the severe-cata-
strophic transition. The similar characteristics of the wear particles for
each tested conditions and the relatively close wear volumes (wear
coefficients at the same order of magnitude) indicate that in each test
the wear regime was the same. The results were consistent with the
wear maps presented by Lewis e Olofsson [1]. In each case, the sliding
speed of 0.1 m/s was associated to a regime between severe and cata-
strophic wear modes (types II and III), independent of the contact
pressure. For the speed of 0.9 m/s, there was a trend of decreasing se-
verity when compared to 0.1 m/s.
Based on the work of Lewis and Olofsson [1], it's to be expected that
the catastrophic regime of wear occurs in some range between the
sliding speeds of 0.1 m/s and 0.9 m/s, also for the materials and load
used at the current work. Thus, it is possible to affirm that the mild
wear regime is not expected for the typical contact conditions of a
railroad with many tight curves.
4. Conclusions
The tests performed with cast and forged steel discs presented close
results to the friction coefficient, with a tendency of lesser friction on
the forged steel discs. These values were significantly higher for the
tests with sliding speed of 0.9 m/s, around 0.8, whereas, in the tests
with speed of 0.1 m/s the friction coefficient varied between 0.5 and
0.6, for forged and cast steel discs, respectively.
The wear severity was higher in systems with forged steel discs than
Fig. 18. Examination of the forged steel disc cross-section, with the measured in cast steel discs, both for the pins and for the discs themselves.
depths of the hardening. Probably, this difference occurred due to the distinct microconstituents
observed on the cast and the forged steel discs, where the presence of
severity of the wear at this speed really occurred because of a more degenerated pearlite was observed. Understanding the influence of the
pronounced adhesion mechanism. microstructure is important for railway operators, in order to improve
The wear mechanisms acting on the pins were the same of the discs. wheel and rail life and also to reduce maintenance costs. This difference
Fig. 16 shows a SEM micrograph of a pin tested with a forged steel disc was even more accentuated at the speed of 0.1 m/s.
at a sliding speed of 0.9 m/s. A presence of an oxidized wear particle The dominant wear mechanisms of pins and discs were: adhesion,
next to a metallic flake about to be removed from the surface is noticed, material transfer and debris oxidation, to a greater or lesser degree, for
evidencing the detachment and comminution mechanisms. each condition tested.
For tests with sliding speed of 0.1 m/s, there was a higher incidence
of debris adhered to the surfaces of pins and discs than on the tests at a
speed of 0.9 m/s, which proves the higher wear severity for the first
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