Analysis of Critical Stress for Subsurface Rolling Contact Fatigue Damage Assessment Under Roll/Slide Contact

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TECHNICAL ARTICLE—PEER-REVIEWED

Analysis of Critical Stress for Subsurface Rolling Contact Fatigue Damage Assessment Under Roll/Slide Contact Xiao-feng Qin • Da-le Sun • Li-yang Xie

Submitted: 5 March 2013 / in revised form: 6 September 2013 / Published online: 29 October 2013 Ó ASM International 2013

Abstract As one of the main failure modes of component operated under rolling contact loading, the rolling contact fatigue is classified into two types: subsurface initiated and surface initiated. Different stresses such as orthogonal shear stress, maximum principle shear stress, and octahedral shear stress have been applied as the critical stresses for the assessment of the subsurface cracks’ initiation due to rolling contact fatigue. The influences of friction on distributions of the ranges of orthogonal shear stress, maximum principle shear stress, and octahedral shear stress in subsurface were analyzed with reference to the results of the reference articles. The results show that friction does influence the subsurface distributions of these stresses to a certain extent. However, the upper limits of both the maximum principle shear stress and octahedral shear stress are smaller than that of range of orthogonal shear stresses under the rolling contact conditions of usual steel components. Hence, it is more appropriate that the orthogonal shear stress be selected as the critical stress for the assessment of subsurface rolling contact fatigue. Keywords Rolling contact fatigue  Critical stress  Orthogonal shear stress  Maximum principle shear stress  Octahedral shear stress

X. Qin (&)  D. Sun  L. Xie School of Mechanical Engineering & Automation, Northeastern University, Shenyang 110819, China e-mail: [email protected] D. Sun Central Research Institute, Baoshan Iron & Steel Co., Ltd., Shanghai 201900, China

Introduction Rolling contact fatigue is the commonly prevailing failure mode in the components under rolling contact load, such as rolling element bearing and rolls. Vibrations, noises, uneven running, or even entire break-up of the equipment by spalling of materials may occur as a result of the cumulative effect of damage in the material due to repeated rolling contact loadings. In the previously published articles, rolling contact fatigue is classified into two types: subsurface initiated (spalling and case crushing), and surface initiated (pitting and micropitting). According to the references [1, 2], the surface-initiated cracks will nucleate preferentially due to stress concentration. When the surface stress exceeds the yield limit of material, it may induce plastic deformation or flow of shallow surface layer. If the component operated normally or there is no impact load caused by the failure of equipments, then the cracks due to rolling contact fatigue damage are mainly initiated below the surface. The sites are mostly located in areas of material in-homogeneities such as nonmetallic inclusions or the regions of higher shear stress. Published research articles dealing with the assessment of t

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