Failures of Locomotive Axles
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ASM Handbook, Volume 11: Failure Analysis and Prevention Copyright © 1986 ASM International® ASM Handbook Committee, p 715-727 All rights reserved. DOI:10.1361/asmhba0001822 www.asminternational.org Failures of Locomotive Axles George F. Vander Voort, Carpenter Technology Corporation FAILURES OF LOCOMOTIVE AXLES failed axle had tried to remove surface evidence Savannah and the Chicago & Northwestern caused by overheated traction-motor support of overheating. Also mentioned was earlier Railroads) with evidence of copper penetration. bearings are discussed in this article. These work that had been done on broken axles that The axle from the Macon, Dublin & Savannah failures are of interest because the analysis were overheated. In each of these cases, small Railroad had gross cracking with visible shows an example of what can be done when particles of bearing metal had penetrated the copper-colored material in the cracks. Spectro- the fracture face and origin are destroyed during axle in the overheated region. graphic analysis of samples from both axles the failure incident. In most failure analyses of In 1944, a review was published of railroad- containing copper penetration revealed that the broken components, it is generally assumed that car axle failures due to the absorption of molten major constituents were copper and lead with a conclusive results cannot be obtained if the copper (Ref 2). Most axle-journal failures oc minor amount of tin. These elements are the fracture and the fracture origin cannot be iden curred near the wheel hub, an area of high major constituents of the bronze friction bear tified and examined. In many failures this is stress and temperature. A broken axle was ing. The copper-penetration failure occurred in true. However, the failures described in this shown in which the fracture was not destroyed the following sequence: article possess some unique characteristics that after breakage had occurred. From the surface permit successful analysis despite the lack of a inward, the fracture surface was rough, indicat • The bearing surface was heated by friction preserved fracture face and origin. ing the depth of copper penetration. The central because of loss of lubrication Failures of locomotive axles due to over portion was smooth, indicative of a fatigue • The babbitt metal lining melts between heated friction bearings are rather common in fracture that ultimately led to failure. Color about 240 and 315 °C (465 and 600 °F) and the railroad industry and have been observed photomicrographs revealed a yellow grain- wets the surface, but penetration does not for more than 100 years. Because of this, such boundary copper phase. It was pointed out occur failures are usually diagnosed merely by visual that adequate lubrication is required to keep • The babbitt metal is displaced, possibly by inspection of the damage. Comprehensive me- the operating temperature of the contacting mechanical action or volatization tallographic studies, therefore, are not done and surface below the melting point of the bearing • The bronze backing is heated to its melting have not been accurately documented in the materials. point (900 to 925 °C, or 1650 to 1700 °F) open literature for many years. However, de Two reports were issued—one in 1947, the and penetrates the axle, causing failure tailed analysis of such failures reveals a number other in 1954—concerning copper-penetration of significant features. axle failures and the use of nondestructive In 1959, the New York Central Railroad testing to detect surface cracks in such failures Company studied copper penetration in over Background (Ref 3, 4). The 1947 paper (Ref 3) discusses heated journals (Ref 5). Two types of failures twist-off failures due to overheated bearings. were observed. The first type, referred to as a Friction bearings have been used for many This failure mode is referred to as a hot-box in burn-off, is indicative of a single continuous years and are perfectly adequate if they are railroad terminology. Almost all axle-journal heating to failure due to penetration of bearing lubricated. The bearing is essentially a bronze failures were claimed to be attributed to inter- metals into journals at elevated temperatures. cylinder lined with babbitt metal. Typically, the granular embrittlement of the steel by molten The second type, referred to as a cold break, bronze alloy composition is close to Cu-16Pb- brass or copper. The steel in contact with the also results from overheating, but is a two-stage 6Sn-3.5Zn, while the babbitt composition is bearing must be heated to a temperature above failure process. These fractures exhibit an outer usually Pb-3.5Sn-8-ll.5Sb. A window is cut the melting point of the brass journal bearing circumferential zone of irregular detail with into the bearing and packed with cotton waste, and must be under a stressed condition. Exper evidence of thermal checks and intergranular which trails down to an oil reservoir. Oil is iments were performed with 13-mm ('/2-in.) separation and an inner fracture zone typical of drawn up the wick during service to lubricate diam medium-carbon steel, loaded as cantilever a progressive-type fatigue fracture. In both the contacting surfaces. beams. Samples heated to 925 °C (1700 °F) ran cases, copper from the bronze-backed journal Friction-bearing failures due to overheating for hours without failure at 1750 rpm. How bearings was absorbed intergranularly into the have been examined by the metallurgist for ever, the instant they were wetted with molten hot steel journal. A surface analysis for copper many years. Perhaps the earliest example, doc brass, catastrophic failure occurred. These sam indicated that the copper content exceeded the umented in 1914, involved a failed Krupp ples were loaded above the yield point of the residual copper content of the steel to a depth of railroad axle (Ref 1). The study revealed a steel at 925 °C (1700 °F). Samples were also 1 mm (0.040 in.). A metallographic study rather complex crack pattern, evidence of ex treated in the same manner, but the load was confirmed the presence of grain-boundary cop posure to very high temperatures, and ruptures removed before complete rupture occurred. Mi per penetration in the affected surface layer. in the overheated region. Bronze bearing metal croscopic analysis showed that molten brass This work was subsequently published (Ref 6). was observed in the cracked surface region entered the steel in a narrow canyon at the An important source of information on located beneath the support bearing. The bear surface, then spread out in a delta pattern. copper-penetration failures is the reports of the ing metal was molten when it penetrated the The 1954 report (Ref 4) studied two failed Committee on Axle and Crank Pin Research, axle. In addition, the railroad that submitted the railroad axles (from the Macon, Dublin & formed at the 1949 annual meeting of the 716 / Manufactured Components and Assemblies Fig. 1 Fracture surface at the drive-wheel side of axle 1611 The 1952 AAR proceedings discussed stress measurements made on a new 140- x 250-mm (5'/2- X 10-in.) standard black-collar freight- car axle fabricated from AAR M-126-49, grade F, steel (Ref 9). Strain gages were placed at five locations, and the journal loads were 69 to 138 MPa (10 to 20 ksi), with speeds from 65 to 135 km/h (40 to 84 mph). Results showed that the dynamic stresses on the journals were very low, in most cases less than one-half the level of stress at the wheel seat. In this meeting, there was considerable discussion on the reuse of overheated axles. It was thought that if the bearing lining were melted out but surface cracks were not observed, the axle could be safely returned to service. However, when cracks were detected, it was thought that the axle surface could not be turned down to remove the crack with out going below the minimum allow able diameter. The Pennsylvania Railroad favored the scrapping of overheated axles when the babbitt metal was melted out. Experience indicated that about 90% of the overheated axles contained cracks that could not be turned out within the minimum diameter tolerance permitted. The expense of turning down all overheated axles when only 10% could be salvaged was con cluded to be unjustifiable. The Southern Rail way reported that 85% of its broken axles had been turned down previously, indicating that they had been overheated in earlier service. Removal of the cracking was concluded to be insufficient to guarantee that the axle was safe for additional service. The Atcheson, Topeka & Santa Fe Railroad reported on tests conducted using 19- to 25-mm (3/4- to 1-in.) diam minia ture journals that were heated, loaded, and subjected to melted bearing metal. The tests resulted in the type of break that 99 out of 100 burn-off journals show, and 99% of the journals exhibited copper penetration. Association of American Railroads (AAR). A copper are in contact, the steel is affected by The 1952 proceedings (Ref 10) contained major problem faced by this group concerned the copper and breaks sharply without a additional information on the Laudig iron- the decision to scrap or to recondition over reduction in diameter. The Atcheson, Topeka backed journal bearing that was developed to heated axles. Overheating can result from loss & Santa Fe Railroad reported that when an axle overcome the copper-penetration problem en of lubrication of either friction or roller that is necked down and elongated is inspected, countered with bronze-backed bearings. The bearings and possibly from other mechanical the brass is usually broken, and most of the Laudig journal bearing was recommended as an problems. Because the number of overheated journal brass is usually intact in the box.