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Rail life is controlled by the balance between wear and fatigue damage due to in service loading. To model and optimise rail life, knowledge of the fatigue crack initiation mechanism is required. This paper reports the effect of in service loading on microstructural changes in the subsurface layer of pearlitic rail steels and observations of early stage (10-50 mm length) fatigue crack formation. Micro and nanohardness measurements are reported, along with microstructural observations, showing differential work hardening in the proeutectoid ferrite and pearlite phases. It is proposed that the differential straining results in ductility exhaustion in the proeutectoid ferrite and therefore fatigue crack initiation and initial growth in the proeutectoid ferrite phase. Observations of short (,50 mm) cracks in rails taken out of service containing significant amounts of proeutectoid ferrite (<20%) confirm the proposed mechanism.

A model of plastic strain accumulation, wear, and rolling contact fatigue (RCF) crack initiation in rail steel has been developed. Local to the contact zone, material is subject to severe cyclic stresses taking it beyond yield and leading to incremental accumulation of plastic deformation (ratcheting). This model is based on a ratcheting law derived from twin-disc, rolling-sliding contact experiments and can simulate thousands of ratcheting cycles with corresponding strain hardening. The model is being further refined to account for detailed microstructural changes. Sections of worn and fatigued rail, removed from service, have been metallurgically analysed. To obtain further data on rail-steel deformation and RCF crack initiation, twin-disc tests have been performed using discs cut from across a railhead and wheel rim. Two heat treatments were applied to some rail discs to investigate the effect of pro-eutectoid ferrite phase distributions and volume fractions. Tests were run to failure (defined by an eddy current crack-detection system) and to percentages of fatigue lives. Micro- and nano-hardness tests, and microstructural observations, have been used to suggest a micromechanism of fatigue crack initiation for the model. Application of this model will contribute to reduced maintenance costs and an improved understanding of RCF development.

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The paper presents an extensive survey of experimental data on rolling contact fatigue (RCF) crack shape and propagation characteristics in rails removed from service, where such cracks are angled to the rail axis. The data includes re-analysis of previously published experimental data to extract crack shape information and new experimental work on crack shapes at different stages in the early RCF life. Periods from initiation (ratcheted 'flake cracks') have been considered through very early growth to the limit of one prior austenite (PA) grain and on to rail-head visual cracks. Techniques included multi-sectioning through single cracks and crack zones, on used rail and test discs, to build up real 3D data on crack shapes and propagation characteristics. This data has been compared with the UK rail system guidance charts relating to visual crack length and respective vertical depth; all data fell within the indicated guidance zones. The configuration of such angled cracks, typically found in curves, so aligned due to the vector of both lateral and longitudinal traction, rather than just axially, was identified as an important case for modelling. A fracture mechanics based model has been developed to predict mode I and II stress intensity factors for such cracks covering multiple PA grains. An important geometry effect is revealed by which a contact approaching a crack angled to the rail axis is effectively 'offset' from the approach direction considered in 2D models, thereby resulting in lower predicted peak stress intensity factor values, compared with 2D, for the prediction of crack growth rates.