Analysis of local stress concentration at transitions

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Analysis of local stress concentration at transitions ESIS TC24 Meeting 1-2 October, 2014, POLIMI (Milano) Aitor Landaberea CAF S.A. Wheels, Axles and Gearboxes Business Unit

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 2

Introduction Objective To develop numerical axle modelling using the finite element method To analyse the main existing fatigue criteria which can be used to design axles To define general recommendations on the generation of numerical models To develop a commonly accepted numerical validation process FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 3

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 4

Axle calculations - Current status Introduction Actual EN 1310X standards apply beam calculations for axle design References: ERRI B136/RP11 (1979) Kammerer (1964) Methodology: Method to calculate forces acting on the axle Method to calculate stresses in different sections of the axle Definition of allowable stresses FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 5

Axle calculations - Current status ERRI B136/RP11 Calculation of stresses on the axle General criteria: σ d < σ f σ d = Dynamic stress σ f = Allowable stress K f = Fatigue SCF (material dependent) K f in EN 1310X derived from tests performed by Kammerer σ f = Allowable stresses (EA1N) Fatigue strength (MPa) SF σ f (MPa) Body 200 1.2 166 Seat 120 1.2 100 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 6

Axle calculations - Current status Stress concentration factors Stress concentration factor, K t : Relation between the local stress s and the nominal stress S. In bending: 32 M d S ' 4 (d 4 d ) In the transition there is a biaxial stress state. Uniaxial Hooke s law not applicable to strain and stress in longitudinal direction. From elasticity theory: Local 1. principal stresses: K t, σ1 = σ1 / S Local longitudinal strains: K t,ɛ = Ɛ E / S Local equivalent stresses: K t,σeqv = σ eqv / S FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 7

Axle calculations - Current status Stress concentration factors K f = Fatigue SCF q: notch sensitivity Railway axles: Rm > 550 MPa R = 75 mm q 0.95 K f K t (confirmed by experiments) FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 8

WP2 - New axle fatigue design method Stress concentration factors Kammerer (SNCF) fatigue tests of axles (1/3 scale, d = 60 mm, r = 2, 5, 6, 10, 15, 25 mm) in 1960s Nominal stresses calculated by beam theory No strain gauges applied Tests results used to define fatigue limits and shape factors (K f ) introduced in EN 13103/4 Shape factors of Kammerer/EN standards are 20% lower than those obtained by measurements, literature or FEA FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 9

Axle calculations Current status Design of the transition Influence of C on the maximum strain/stress For a given set of geometrical parameters, a short transition increases the maximum stress Design criteria: C > Cmin. Transition length big enough to ensure that the peak stress is at the big radius near to the end of the transition FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 10

Axle calculations - Current status Stress concentration factors Local stresses acting on the transitions of the axles are higher than those calculated according to EN 13103/4. EXPERIENCE shows that the fatigue limits of the axles based on local stresses are higher than those established in the current standards. ACTUAL DESIGN PROCEDURE IS SAFE Numerical methods needed: Optimization of the design of axles Clarifications to avoid misunderstandings. Real local fatigue limits needed (WP3) FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 11

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 12

Development of numerical models Introduction Finite element softwares: Abaqus, Ansys Others (Cosmos, I-deas NX, CATIA) Development of models Convergence analysis Model validation: Comparison with experiments FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 13

Development of numerical models Models LR2: 3D mesh LR1: 3D mesh LR2: 2D axisymmetric mesh with Fourier series expansion FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 14

Model validation F1 D/d=1.187 Kt,ε max = 1,20 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 15

Model validation F1 D/d=1.24 Kt,ε max = 1,20 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 16

Model validation F4 D/d=1.12 Kt,ε max = 1,21 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 17

Model validation F4 D/d=1.08 Kt,ε max = 1,56 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 18

Model validation Motor axle F1 D/d=1.15 Kt,ε max = 1,81 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 19

Model validation Kt - Summary Good adjustment of models Linear models give better adjustment than non-linear models (generally applicable to high interference areas, e.g. wheels and pinions) FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 20

Model validation Fatigue analysis - Motor axle F1 D/d=1.15 Test results H med is the point of crack initiation H fin H med H ini Serial nº Crack extension(mm) H ini(mm) H fin(mm) H med(mm) 73188-27 115 13 21 16 73188-25 120 9 24 17 73188-28 120 8 22 16 73188-30 120 10 23 16 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 21

Model validation Fatigue analysis - Motor axle F1 D/d=1.15 Principal Stresses and Dang Van Multiaxial fatigue coefficient along the transition CSDV non linear model > linear model (influence of mean stresses) CSDV non linear/ CSDV linear = 1.04 Failure (and position) well predicted by both models FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 22

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 23

Parametric analysis of stress concentration factor Motivation K factors of EN 13103/4 should be reviewed. Multiple radii in typical axle transitions. Position of the peak stress can be in small radius Peak stress (and consequently Kt) may differ from bibliography data Objective: To derive mathematical expresions for Kt in typical simple transitions of railway axles. Parametric analysis based on DOE (Design of Experiments) has been performed. Geometrical constraints to avoid unfeasible combinations - final number of combinations = 8.880 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 24

Parametric analysis of stress concentration factor Results Output: Maximum values along the transition area in terms of von Mises stress, maximum principal stress and maximum principal strain. Location in axial coordinates of the aforementioned variables. Values of the maximum stress/strain concentration factor Kt. FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 25

Parametric analysis of stress concentration factor Results Numerical adjustment: Minimum transition length C: Kt when peak stress at R: if C<25 mm if C 25 mm FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 26

Parametric analysis of stress concentration factor Assessment of Cmin Equations: Ore 136 UIC515-3 Cmin [mm] D 1.25 d 1 d EN13103/4 e.g. 35 35 if d 155,170 40 if d 175,205 EIBFW-I Project Euraxles FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 27

Parametric analysis of stress concentration factor Assessment of Cmin Graphical comparison: EN1310X not conservative FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 28

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 29

Simulation of axle testing Fatigue test rigs LR1: Minden type. A resonant rotating fatigue test system with an unbalanced mass rotating at the top of the axle which generates the desired bending moment at the section of interest. LR2: Vitry type. Three point bending with a load applied at the centre of the axles by an hydraulic actuator. LR1: Minden LR2: Vitry FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 30

von Mises Stress (MPa) Axle radius (mm) Simulation of axle testing Results Transition 300 LR1-M1 LR2-M1 LR1-M1-i LR1-M1 Linear LR1-M8 LR2-M8 LR1-M8-i LR1-M8 Linear Axle geometry 100 Analysis: 2 test rigs Cases: M1 & M8 Linear & Non-linear models Stress due to interference (constant load) Same results for both test rigs. Linear models: Good prediction of value and position of the peak stress. Kt factors similar in all cases. 250 200 150 100 50 0 70 185 195 205 215 225 235 245 255 x (mm) 95 90 85 80 75 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 31

Pressure (MPa) Shear stress (MPa) Simulation of axle testing Results Seat Similar stress distributions in LR1 and LR2 near the axle body transition. LR2, symmetrical distributions theoretically predicted (conical entrance not considered in the models) 0 10-25 -50 0-75 -100-10 -125-150 -20-175 -200-225 LR1-M1-S22 LR2-M1-S22 LR1-M8-S22 LR2-M8-S22-30 LR1-M1-S12 LR2-M1-S12 LR1-M8-S12 LR2-M8-S12-250 -5 10 25 40 55 70 85 100 115 130 145 160 175 190 x (mm) Pressure -40-5 10 25 40 55 70 85 100 115 130 145 160 175 190 x (mm) Shear stress FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 32

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Model validation Complete wheelset modelling Conclusions and further work FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 33

Complete wheelset simulation Introduction Analysis of complete wheelsets Motor Trailer 3D and 2D Axisymmetric with Fourier s series expansion Comparison with EN 1310X FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 34

Complete wheelset simulation EMU Motor wheelset - Model Full model Half model Non-linear and linear models Skin of shell elements for post-processing Calculation times high Nodes 1261532 792680 Elements 1233132 764852 Torsion Bending FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 35

Complete wheelset simulation EMU Motor wheelset Results example Stress distribution along the surface of the axle. SCF calculation. Can be applied for beam analysis (as EN 1310X) FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 36

Complete wheelset simulation EMU Motor wheelset Analysis methods Method 1: Constant bending moment and torque applied to the FEM model (linear and non linear) Calculation of Kt,ε in different sections Application of beam theory (as current EN 1310X) Method 2: Application of EN 1310X loads to the model Calculation of stress distributions in the different sections Fatigue criteria (Tresca) directly from post-processed results FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 37

Principal stress (MPa) Principal stress (MPa) Principal stress (MPa) Kt Kt Kt Complete wheelset simulation EMU Motor wheelset Results Linear models with mounted components too conservative Method 1 1.5 1 0.5 0 S4 Kt_L Kt_L_tie Kt_NL 0 10 20 30 x (mm) 1.5 1 0.5 0 S5 Kt_L Kt_Ltie Kt_NL 0 10 20 x (mm) 3.5 3 2.5 2 1.5 1 0.5 0 S6 Kt_L Kt_L_tie Kt_NL 0 5 10 x (mm) Conical entrance S4 S5 S6 200 150 150 150 100 100 100 Method 2 50 0 0 1 2 3 4 5 6 7-50 50 0 0 1 2 3 4 5 6 7-50 50 0 0 1 2 3 4 5 6 7-50 -100-150 -100-100 -200 Angle (Rad) -150 Angle (Rad) -150 Angle (Rad) FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 38

Complete wheelset simulation EMU Motor wheelset Results: Method 1 s s 2 K s 4 2 2 2 1 s2 sn s t s ba Kt 4 t ta s Ee allow 1 s SF allow s Nominal stresses FE values Strainbased Methodology 1 EN 13104 Section s ba t ta k e EF. k g E F. s 1 s 2 s2/s1 s s 1 - s 2 s allow SF K s s allow SF SF 1 /SF EN 1 65.08 0.00 1.26 1.15 82.02 0.00 0.00 82.02 285 3.47 1.012 65.88 240 3.64 0.95 2 77.19 0.00 1.47 1.26 113.44 0.00 0.00 113.44 285 2.51 1.05 81 240 2.96 0.85 3 125.17 5.23 1.52 1.29 190.18-0.24 0.00 190.42 285 1.50 1.056 132.63 240 1.81 0.83 4 125.17 5.23 1.32 1.17 165.80-0.23 0.00 166.03 285 1.72 1.056 132.63 240 1.81 0.95 5 85.22 3.53 1.26 1.17 107.78-0.16 0.00 107.93 285 2.64 1.295 110.73 240 2.17 1.22 6 79.23 3.27 1.54 1.38 121.92-0.17 0.00 122.09 285 2.33 1.678 133.4 240 1.80 1.30 7 78.02-3.27 1.54 1.38 120.30-0.17 0.00 120.46 285 2.37 1.678 131.37 240 1.83 1.30 8 82.75-3.53 1.26 1.16 104.35-0.16 0.00 104.51 285 2.73 1.295 107.55 240 2.23 1.22 9 127.39-5.60 1.21 1.12 153.98-0.25 0.00 154.23 285 1.85 1.018 130.25 240 1.84 1.00 10 88.29-5.60 1.35 1.16 119.29-0.35 0.00 119.64 285 2.38 1.018 90.61 240 2.65 0.90 11 53.41 0.00 1.47 1.26 78.52 0.00 0.00 78.52 285 3.63 1.05 56.05 240 4.28 0.85 12 45.06 0.00 1.26 1.15 56.79 0.00 0.00 56.79 285 5.02 1.012 45.59 240 5.26 0.95 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 39

Complete wheelset simulation EMU Motor wheelset Results: Method 2 σ allow : Corrected value for E ε1 = 285 MPa Nominal stresses FE values Strainbased Methodology 1 Methodology 2 Section s ba t ta k e EF. k g E F. s 1 s 2 s2/s1 s s 1 - s 2 s allow SF s 1 s 2 e1*e s2/s1 s s 1 - s 2 s allow SF SF 1 /SF 2 1 65.08 0.00 1.26 1.15 82.02 0.00 0.00 82.02 285.00 3.47 102.32 14.81 97.87 0.14 87.51 254.8 2.91 1.19 2 77.19 0.00 1.47 1.26 113.44 0.00 0.00 113.44 285.00 2.51 124.96 26.12 117.12 0.21 98.84 240.5 2.43 1.03 3 125.17 5.23 1.52 1.29 190.18-0.24 0.00 190.42 285.00 1.50 179.40 39.18 167.64 0.22 140.21 238.4 1.70 0.88 4 125.17 5.23 1.32 1.17 165.80-0.23 0.00 166.03 285.00 1.72 166.27 29.29 157.48 0.18 136.97 247.9 1.81 0.95 5 85.22 3.53 1.26 1.17 107.78-0.16 0.00 107.93 285.00 2.64 104.67 9.69 101.76 0.09 94.98 266.0 2.80 0.94 6 79.23 3.27 1.54 1.38 121.92-0.17 0.00 122.09 285.00 2.33 123.89 23.08 116.96 0.19 100.81 245.6 2.44 0.96 7 78.02-3.27 1.54 1.38 120.30-0.17 0.00 120.46 285.00 2.37 130.25 25.12 122.72 0.19 105.14 244.2 2.32 1.02 8 82.75-3.53 1.26 1.16 104.35-0.16 0.00 104.51 285.00 2.73 102.65 8.29 100.16 0.08 94.35 268.5 2.85 0.96 9 127.39-5.60 1.21 1.12 153.98-0.25 0.00 154.23 285.00 1.85 148.37 19.97 142.37 0.13 128.39 257.0 2.00 0.92 10 88.29-5.60 1.35 1.16 119.29-0.35 0.00 119.64 285.00 2.38 118.44 23.10 111.51 0.20 95.34 243.7 2.56 0.93 11 53.41 0.00 1.47 1.26 78.52 0.00 0.00 78.52 285.00 3.63 99.27 21.10 92.94 0.21 78.17 239.7 3.07 1.18 12 45.06 0.00 1.26 1.15 56.79 0.00 0.00 56.79 285.00 5.02 80.87 11.80 77.33 0.15 69.06 254.5 3.69 1.36 FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 40

Complete wheelset simulation EMU Motor wheelset Results: Comparison All methods give similar SFs in relevant sections Method 1 tends to be more conservative in simple transitions EN 13104 more conservative in grooves Method 1 requires lower pre- and post-processing time than Method 2. Further analysis (fatigue limits) needed FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 41

Complete wheelset simulation Trailer wheelset UIC type B 22,5 t - Model Models: 3D and 2D axisymmetric with Fourier series expansions (Ansys) Stress distribution along the transitions similar in both models Calculation time 2D models << 3D models. Calculation time non-linear models >> linear, merged models 9054 3D 2D 2D refine Merged nodes 3h 13min 11s 7min 4s 24min 31s Constraint equations / 15min 0s / Contacts Node-to-Node 2d 20h 53min 55s 1d 11h 25min 32s 2d 19h 24min 45s Contacts Surf-to-Surf 1d 20h / / FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 42

Contents Introduction Axle calculations Current status Development of numerical models Parametric analysis of stress concentration factors Axle fatigue test simulation Complete wheelset modelling Conclusions FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 43

Conclusions General Finite element modelling has been demonstrated to accurately reproduce the stress fields acting on railway axles. Local stresses estimated by finite element modelling and correlated by experimental measurements are higher than the stresses calculated according to the actual EN 1310X standards (K t higher than K f defined in EN 1310X) At the same time, the fatigue strength in terms of local strains and stresses is higher than considered by the standards. Experience shows that the actual design procedure of axles is safe. Complete wheelset models require large computational times, especially if non linear conditions are introduced. 2D axisymmetric models with Fourier expansions reduce time FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 44

Conclusions General - Modelling 3D or 2D with Fourier expansion can be applied Element type: linear elements OK Element size: convergence analysis should be performed to check the validity of the models If peak stress at R: typical size 4 mm If peak stress at r: typical size 1 mm Post-processing Unaveraged results recommended to check convergence and effect of singularities A skin of membrane elements can be used to facilitate the analysis General design recommendation: peak stress at the end of the transition (R) Transition length C > Cmin FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 45

Conclusions General - Transitions Transitions: Simple and adjacent transitions (wheel and brake disc seats) can be modelled using tied non coincident meshes (linearised models) For simple and sufficiently long transitions, analytical Kt values can be applied. Grooves Contact interaction (non linear behaviour) is recommended to model the wheels, gears and brake discs with adjacent grooves Recommended friction coefficient = 0.6 Components with low interference and DN/D (bearings, labyrinths) can be removed from the models FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 46

Conclusions Proposal to complement EN 1310X Forces: Current EN 1310X Stresses: Applying beam theory in the different sections K t K t,ε Analytical expressions derived in EURAXLES for simple transitions FEA following recommendations derived in EURAXLES Allowable values F1, F3/F4: From WP3 Safety factors: additional investigation needed FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 47

Thank you for your attention FP7-265706 EURAXLES Collaborative Project ESIS TC24, Milano, 2014 48