The ratcheting phenomenon remains a persistent concern in modern railways due to its close association with head checks, a typical type of rolling contact fatigue. This study presents experimental research focussing on elucidating the mechanical, hardening, and material ratcheting properties of one bainitic (B320) and two pearlitic (R220 and R260MN) rail steels. The experiment consisted of monotonic tension, uniaxial cyclic strain range, and uniaxial cyclic stress range tests. Two load cases representing the equivalent stresses experienced by rails under real-life wheel-rail contacts were used in the cyclic stress range tests to assess the rail ratcheting behaviour in railway operating conditions. The test results highlighted that the two pearlitic steels showed similar mechanical strength and ratcheting behaviour; and by contrast, the bainitic steel exhibited superior mechanical strengths and yielded significantly weaker ratcheting responses for both load cases. The study then characterised the three rail steels by calibrating for them the hardening parameters of two classical constitutive models: Chaboche and Ohno-Wang II (OWII) based on the monotonic and cyclic strain range tests. The hardening parameters of the constitutive models were then optimied based on the cyclic stress range tests to represent the material ratcheting behaviours of rail steels for each load case. Notably, the OWII model demonstrated higher precision in reproducing ratcheting strains and rates than the Chaboche model, which faced limitations in simulating relatively low ratcheting rates. This study enhanced the understanding of the mechanical and ratcheting properties of the investigated rail steels and provided insights into the applicability of constitutive models for predicting and mitigating rail ratcheting effects.

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.

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.

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.

Rolling contact fatigue (RCF) has been a persistent type of damage in rails. To guarantee the safety of railway operation and reduce the maintenance cost, various tests have been conducted to study the RCF damage. In this research, a state-of-the-art downscaled V-Track test rig at TU Delft was used to investigate the initiation of the head check (HC), a typical type of RCF damage. The V-Track test was designed to simulate the wheel-rail contact conditions with the stress state and spin creepage as similar as that in the field. The test rig ran up to 60, 000 load cycles, after which significant surface damage in the form of surface irregularity and cracks was observed in two different zones on the rails. The test results demonstrated that the V-Track is capable of maintaining steady-state loading conditions after a high number of load cycles. Using the same loading condition, a contact stress analysis was subsequently performed to identify the surface stress distribution and predict the pattern of plastic flow inside the contact patch. The plastic flow prediction was then confirmed by a microscopic analysis of the samples cut from the V-Track rails. Furthermore, the microscopic analysis indicated an opposite orientation of the plastic flow in the zone outside contact patch, which will be investigated in further studies.