1. Introduction
Development of railway infrastructure observed at the turn of the 20th and 21st centuries, as well as the speeds of trains in passenger traffic up to
Vmax = 300–350 km/h, and freight traffic up to
Vmax = 140–160 km/h on selected lines, are the results of railway vehicle design improvement and railway infrastructure optimization [
1,
2]. The structure of the railway surface enabling achieving such speeds and transferring ever greater loads and pressures of up to 25–30 t/vehicle axis, must meet very strict strength and durability requirements. The railway surface is subjected to complex dynamic effects during operation, the nature of which changes as load and speed increase.
Over the last several decades, the classic structure of the railway surface has not been subjected to any significant changes. Nevertheless, it should be noted that there has been continuous research and improvements aimed at increasing the safety of railway traffic [
3,
4], as well as reducing the costs of its maintenance.
Over several decades, a considerable number of research works were conducted and a considerable number of books and papers were published, both domestic and foreign, whose subject matter included modeling of the surface and its components.
Railway transportation, being one of the safest modes of transport, requires ongoing research on structural solutions optimization. Research is necessary due to the high requirements posed in the certification process and pre-commissioning approvals, and due to the considerable costs of constructing infrastructure. Increases in safety and reduction in operating costs are achieved through diagnostic works carried out on elements of railway infrastructure.
In contemporary railway transportation, developing computer models and simulations employing third party or proprietary computer software is a common practice. This is due to the complexity of processes and phenomena in elements of railway infrastructure, specifically at the contact between the wheel and the rail.
One of the objectives of this work is to present original models of railway infrastructure elements with the finite element method (FEM), and to conduct simulation studies showing the impact of technological processes in the production of railway turnouts on the distribution and the amount of residual stresses in steel components of railway infrastructure [
5,
6]. The second research area is simulation research of the experimental railway surface aimed at limiting deconsolidation process and extending its service life as well as reducing operating costs. The concept of symmetry is included in the possibility of applying the method described in the article both for testing other sections of railway lines, as well as for testing other elements in which stresses occur.
In addition to simulation tests, this paper also includes selected experimental studies carried out by one of the co-authors.
2. Literature Review
The finite element method is widely used in solving various engineering problems. Its universality consists in the relative ease of creating a description of different areas and shapes with complex geometry.
The finite element method allows the strength of the structure to be studied and the simulation of deformations, stresses, displacements, and heat and liquid flows [
7]. It is widely applied in various fields where the adaptation of the material type to the load being transferred plays an important role. Such systems are also found in rail transport—more specifically in the issues related to railway line infrastructure, as well as in the place where the elements of railway superstructure and infrastructure meet.
The railway surface is a very important element for the train’s movement. It transfers the stresses caused by the passing vehicle [
8]. Therefore, it has a very important function—to absorb vibrations in a way not affecting passing rolling stock, and thus the passenger’s comfort of travel. For several decades, numerical methods have been used in research on railway track elements. Intensive work was conducted at the Warsaw University of Technology, Cracow University of Technology, and other research centers in the country and abroad [
3,
9,
10,
11]. Those works covered analysis of residual stresses in elements of steel turnouts, i.e., rails and needle profiles. The main purpose of numerical calculations was to determine residual stresses remaining in the rail after unloading and to determine impact of various parameters on the magnitude of those stresses and their distribution in the material. Obtained results of numerical calculations were compared with the results of stress measurements made with the ultrasonic technique.
Desai and Siriwardane [
12] present numerical models for track support and structures. Authors presented in detail three finite element formulations based on one, two, and three-dimensional idealization for analysis of railroad track support structures, with major emphasis on the three-dimensional procedure.
A lot of information on the use of the finite element method to analyze stress generated in the railway surface can be found in the literature. The research can be done both in two-dimensional space and three-dimensional space [
13,
14]. The works [
3,
15,
16,
17] are related to the modeling of phenomena arising as a result of rolling rails on rollers and other levelers. In works [
3,
18,
19] rail models and distribution of residual stresses after rolling simulation were presented. Influence of the rolling process on the size and distribution of stresses was also determined. The finite element method, as a basic computational tool in modern mechanics, was also applied to the issue of track, track bed, stabilized ballast and vibroinsulating mat [
20,
21] or track and ballast [
22,
23,
24], and joint action of different types of surface. An important group of studies is related to the research on dedicated surfaces, as seen in [
14,
25,
26,
27,
28,
29] and others.
Some studies concern specific infrastructure facilities in which various types of surfaces are in contact, such as bridges and tunnels. In the paper [
30], research was conducted on a railway bridge on the siding to the “Bogdanka” Coal Mine. The ABAQUS software was used for the FEM analysis. Detailed calculations also allow the selection of the right type of surface for the transition zone in front of or behind the bridge [
31]. The second type of specific infrastructure elements are tunnels, in which the railway surface also affects the structure of tunnel facility. Problems related to the exploitation of the surface in tunnels were described in [
32].
Research with the FEM can also help to assess the condition of facilities, including the railway surface, after problematic situations. In the paper [
33], research on a railway viaduct damaged by mining damage was described. The FEM also allows the best solution in a given place to be chosen [
34]. It should be noted that this was also done by optimization methods [
35].
An important group of studies on the use of the finite element method for analysis of railway surfaces focus on issues of the vehicle’s interaction with the surface. In the paper [
36], an analysis of the wheels’ interaction with a flexible track mounted on bridges was conducted.
Classic railway surfaces constitute a railway grid consisting of rails and sleepers immersed in the ballast layer lying on the track bed. They work under operating load in the elastic–plastic state. The source of permanent–plastic deformations is ballast. Modern technological and material achievements make it possible to work the track bed under operating load in an elastic state [
11,
20,
37]. The weakest element of classic railway structure is the mechanically compacted aggregate layer. Dozens of research works on the quality, type, and composition of the aggregate have been conducted [
36]. Many works were also conducted on the method of mechanical compaction of the aggregate ballast [
38]. However, there are still unsatisfactory results in reducing the intensity of irregular uneven permanent deformations of the ballast. As a consequence, there is a need for systematic and frequent repairs of unacceptable geometrical inequalities of the track. The contact of the wheel with the rail generates energy, which is transmitted through the rail and fastening of the rail to the sleeper and then through the ballast layer to the track bed. This creates an intense vibration field. The kinetic energy increases with increasing train speed. As a consequence, the acceleration of the vibrations of rails, sleepers, ballast, and track bed increases. This causes the formation of significant tensile stresses in the ballast, which may affect the balance of internal friction forces causing its fragmentation. Therefore, it is inevitable that ballast subsidence (plastic deformation) occurs. It grows with the increase of stress under the sleeper [
39] and along with the increase of vibration accelerations.
The aggregate layer undergoes tensile stress. In addition, vibrations cause acceleration in the ballast layer exceeding g-standard gravity value, which additionally reduces the ballast’s resistance to the transfer of tensile stresses.
The gravel layers at the level of contact between the sleeper and ballast under the utilization load are in spatial state of compressive stresses. The main stress tensor is the following relationship: σ1 > σ2 > σ3 > 0. This means that the aggregate is in a triaxial state of compression, and therefore the best conditions for the work of ballast are there. The most unfavorable conditions occur where the ballast is exposed to tensile stresses, and they have the character of pulsating variable stresses.
The field of intense vibration, which is formed at the contact between the wheel and the rail, is transferred by individual elements of the surface to the ballast and track bed. It causes tensile stresses, disturbing the existing balance based on the principles of internal friction [
40]. As a consequence, it causes fragmentation of the aggregate ballast and its subsidence.
Stresses in the aggregate ballast can be determined in an analytical, as well as a simulation way using different methods and formulas. A closer analysis shows that tensile stresses arise in areas close to the rail fixation—the place of transferring wheel-sleeper-ballast loads—and in areas by the sleeper’s front side. The top layer of ballast in those areas requires resistance to deconsolidation hazards. The stress analysis in the rail substrate shows that tensile stresses only disappear in the rail substrate at depth 60–80 cm.
The reduction of stresses in the ballast can be achieved by its complete elimination. It can be done by using a non-ballast surface or looking for innovative technological solutions that strengthen the existing structure with geotextiles, geogrids, and other materials.
Tribology aspects of the railway ballast are a difficult issue and have been addressed only by a few authors. In [
41,
42,
43], experimental and simulation tests of the ballast, as well as the analysis of phenomena occurring in the ballast under load, were presented.
For many years ORE D182 group research developed certain standards regarding the assessment of aggregates used for railway ballast. In the case of ballast applied on high speed lines of up to 350 km/h, it undergoes tests in the Deval Drum and the Los Angeles ball drum. Those tests allow the assessment of the average abrasiveness and the assessment of breakability in the case of large axle loads.
In addition to experimental research, numerous papers were created in which the authors dealt with the railway ballast and the entire surface simulation tests. The following two trends can be seen. One in which the FEM ballast model in solid form is adopted [
3,
15,
44,
45,
46], and one that attempts to build discrete models [
47,
48,
49].
4. Experimental Studies Steel of Components
Residual stress values can be obtained by experiments and theoretical analysis. The theoretical analysis of residual stresses is bound up with the elastic theory and elastic properties, plastic flow and material hardening, heat transfer, phase transitions, thermal expansion, structure, and thickness of the surface layer. The experimental stress measurement methods in steel components can be divided into two categories: destructive and non-destructive. Destructive methods do not allow the determination of the quality of tested objects without damage, whereas non-destructive methods allow multiple tests on the same object. The ultrasonic method used by the authors to determine the residual stresses is based on the relation between ultrasonic wave velocity and stress. Ultrasonic wave velocity is determined with an accuracy of a fraction of a meter per second to measure the residual stresses with the required precision. To measure the absolute values, the effects of temperature and non-uniform distribution of elastic properties and material texture on the wave velocity must be allowed for. A relatively easy and simple method is the ultrasonic measurement with the DEBRO-35 instrument. The method uses electro-acoustic effects, i.e., a relation between stress and velocity or the time the ultrasonic wave requires to cover a specific distance (at the surface). The residual stresses are measured using a special measuring head system that records longitudinal and lateral surface waves (
Figure 14).
Experimental rail section tests were performed on components subject to rolling, surface hardening, and three-point and four-point transverse bending of the switch blade I60 used in the railway turnouts. The specimens were bent in the steelworks manufacturing railway turnouts (former Koltram S.A., Zawadzkie, Poland, now TrackTec). For the test new switch blade I60 was used. The length tested of objects were 1275 and 1595 mm.
The three-point and four-point bending process is associated with the production process of railway turnouts (wing rail and switch blade).
The method of section bending including the point of support and force causing strain as well as cross sections was used (see
Figure 15). After the selection of measurement places, the residual stress measurement was performed only on the surface of the rail flange and on the top surface of the rail head.
Residual stresses were measured in distances of 0, 150 mm, 300 mm, and 450 mm from both sides of the shores action (point of force application). The stresses on the working surface of a head were measured 5, 10, and 20 mm to the left and right of the center. In turn, the stresses on a food (rail flange) were measured starting from 10 mm from the center, then at 10 mm intervals see (
Figure 16,
Figure 17 and
Figure 18).
Figure 19,
Figure 20,
Figure 21,
Figure 22,
Figure 23,
Figure 24,
Figure 25,
Figure 26 and
Figure 27 show examples of longitudinal stress on selected parts of rail I60 before and after (three-point and four-point) bending processes and after hardening of selected sections. The horizontal axis represents the longitudinal component of a residual stress and the vertical axis represents the distance from the center of a head rolling surface (measured at the rail a point surface).
Figure 26 and
Figure 27 show the comparison of results of the measurement of residual stress by an ultrasonic instrument after transverse bending of the rail I60 (three- and four-point).
For better readability and transparency of selected experimental and numerical results, a summary of them was presented in one figure. The comparison includes the results obtained for three- and four-point bending processes. This is a preliminary validation of the obtained results of the numerical tests.
Figure 28 and
Figure 29 present a comparison of selected simulation results with the results of the ultrasonic measurements for comparable conditions and measuring places.
Presented results of measurements of residual stresses by ultrasonic method show how technological process can affect the size and distribution of residual stresses. The differences are visible on the example of three-point and four-point bending (
Figure 26,
Figure 27,
Figure 28 and
Figure 29). Differences in residual stresses in the same cross-sections and measuring places after a four-point bending are in some cases lower by 100 MPa in relation to three-point bending. In turn, the results of measurements after surface hardening presented in
Figure 19,
Figure 20,
Figure 21,
Figure 22,
Figure 23,
Figure 24 and
Figure 25 show that toughening introduces into the system an element of compressive stress reaching 350 MPa. Compressive stresses from the point of view of exploitation are very advantageous because they prevent the formation of microcracks on the surface of the element. The comparison of measurement results with the results of numerical calculations indicates their qualitative compatibility (
Figure 28 and
Figure 29). Quantitative discrepancy between measurements and simulation calculations may result from too idealized and simplified boundary conditions in the numerical model. It should be noted that the numerical calculations do not take into account the residual stresses usually occurring in rails in the initial state (before bending). These stresses occur as a result of technological processes, especially the straightening of the rail in the roller straightening machine
5. Experimental Studies of Superstructure
The objects of the experimental test solution were developed by the Department of Transport Infrastructure of Warsaw University of Technology Faculty of Transport [
25]. Proposed crushed stone composite comprises a layer of crushed stone reinforced with two geogrids and stabilized with a polyurethane resin (
Figure 30). It is characterized by the mechanical and chemical resistance of the ballast to the phenomenon of deconsolidation.
A track substructure with a crushed stone composite is a solution of reinforced standard track substructure to reduce deconsolidation ballast. Deconsolidation means the concentration of ballast, increasing its volume. Mechanical proofing consists of reinforcing the ballast bed with two geogrids. Limiting the increase in volume of the ballast pile is a precondition for limiting the phenomenon of deconsolidation. The bottom reinforcement consists of geogrid or geosynthetic [
5,
6] laid at the top of the subgrade (
Figure 30). Resin, after its concentration, penetrates into the meshes of the geogrids providing mechanical anchoring of the aggregate. The meshes make the structure of the bald stone more homogeneous and increase the angle of internal friction of the ballast. Finally, crushed stone areas exposed to strong vibrations are stabilized chemically. The penetration by the binder should not go deeper than one half of the height of the sleeper (80 mm), to enable breaking up crushed stone composite with a tamping machine.
The experimental track section with crushed stone composite was built on the Central Trunk Line in 2008. Given the local environment, the experimental section was built using an AHM Formation rehabilitation machine for plain track with two excavating chains and integrated material recycling) machine, which enables laying and compacting the subgrade layer within a single pass, while the other pass builds and compacts the new ballast bed and lays crushed stone reinforcing the geogrids. The experimental section was divided into four sectors and plots shown in
Figure 31.
Unfortunately, experimental studies did not include simulation studies involving strains and stresses. The analyzed test section was subjected to test, on which the geometrical deformability of the track was tested during operation. The main goal of the measurement of geometric position of the track on the sections with the crushed stone composite was to assess its deformability during operation compared to the classic track (reference sector) on the adjacent section of the track. Results of the EM 120 (measuring motor car) measurements during 18 trips made between 2008 and 2014 were used in the evaluation of track geometry deformability. The traffic load in that period was approx. 20 Tg. Selected results of averaged measurement values of standard deviation for vertical irregularities is shown in
Figure 32,
Figure 33 and
Figure 34. The difference is that the reference sector has been prepared without additional surface reinforcements (types of geogrids and a crushed stone layer with resin). Such a solution is a standard solution performed in modernization works or the construction of new sections of the railway line.
6. Summary
This paper presents two research problems:
For the first problem, it is believed that the fatigue crack growth in railway rails is greatly influenced by the residual stress states. The main sources of residual stresses in rails are: the manufacturing process (cooled rolling and straightening), rolling wheels of railroad cars, and transverse bending used in cold forming of switch blades. In the second problem, the optimization of the maintenance costs by using advanced solutions in the track superstructure design may be an interesting method to extend its durability and to extend the time between repairs.
Both problems are related to simulation and experimental research. The finite element method was used in simulation tests and is presented in this paper. It confirms that the FEM is a tool that can be used to determine the propriety of a proposed solution or to simulate a technological or production process of the railway turnout elements. It is a solution that is less expensive than conducting experimental research, but it should not be treated as the only one in the research. It should be emphasized that prepared simulation models should be verified by other simulation tools or additional experimental tests. This will enable verification of assumptions and improvement of simulation models.
The presented models are still not perfect and require work. An example is the comparison of the results of the simulation and experimental tests of the production processes (bending and hardening). Numerical calculations do not take into account residual stresses usually occurring in rails in the initial state (before bending).
The results of the simulation tests presented in this paper were compared with results of experimental tests. This applies mainly to the test of residual stresses in elements of steel railway turnouts and a new solution to reinforce the structure of the railway surface. Their scope was limited due to the costs and long time required for experimental research. Unfortunately, experimental studies did not include a range of tests such as simulation studies involving strains and stresses. The analyzed test section was subjected to testing, on which the geometry deformability of the track was tested during operation. Presented numerical research will be continued and will be extended with new simulation tools using discrete elements (DEM), suited for the simulation of elements such as aggregate ballast. These tools will be able to supplement the research and will also validate results obtained for the FEM. Presented research results are an inspiration to continue research in this area and to search for new solutions, including optimizing the costs of maintaining the railway transport infrastructure and determining the viability of the structure using simulation methods.