3.2. Study of the Mechanical Properties of Rails
The studies of the mechanical properties of the rails showed that there was a slight difference in the values of the strength limits and the plastic characteristics of the new RP65 rails and the previously exploited R65 rails (
Table 4,
Figure 8). The obtained results demonstrated that the strength properties (σ
B) for the material of the previously used R65 rails are 40 MPa lower than those of the material of the new RP65 rails. However, at the same time, the plastic properties of R65 are higher by about 8.5%. This can be explained by an appropriate combination of factors. On the one hand, the previously used rails have larger stitch defects, which should lead to a decrease in plastic properties. On the other hand, the initial chemical composition of R65 contains less sulfur and phosphorus. In addition, the surface layer undergoes plastic deformation during operation and has a finer-grained structure.
The difference in the hardness of the rolling surface along the length of the rails and samples was determined by three measurements on the middle line of the rolling surface. An interval of at least 25 mm was taken for each of the three samples, which were taken from the ends and the middle part of the rail or on the rail surface (
Table 5 and
Table 6).
The diagram of hardness measurements along the rail section is shown in
Figure 9.
Long-term operation of rails is usually accompanied by deformation and transformation of the material structure [
22]. This can be justified by the hardness values obtained for the operating rails. The upper hardness limit is HB401So for the R65 rails. The hardness at a distance of 10 and 22 mm from the rolling surface must be 345–360 (HB
10 mm) and 325–350 (HB
25 mm). The hardness of the studied rails is within the upper boundary of these values or exceeds them, and the property changes are consistent with the changes in the rail structure. The quantitative analysis of the morphological state of the steel structure performed in this work showed that the operation of rails is accompanied by the transformation of the state of lamellar pearlite grains, namely, the destruction of cementite plates. According to the photographs in
Figure 6, regardless of the position of the material’s analyzed volume (rolling surface or fillet surface), the destruction of the lamellar pearlite structure is at its maximum in the surface layer of the rails, with a thickness of less than 2 mm. However, the destruction degree of the lamellar pearlite structure depends substantially on the position of the volume to be analyzed; namely, on the rolling surface, the relative content of the broken pearlite grains is more than 2 times higher than the content in the surface layer of the working fillet.
As noted above, pearlite grains become broken during rail operation. One of the main mechanisms of such destruction during plastic deformation of the steel is cutting cementite plates by gliding dislocations [
23]. The operation of rails is accompanied by an increase in the level of elastoplastic stresses in the steel. The value of elastic plastic stresses in the steel, in accordance with [
24], is characterized by an excessive dislocation density and curvature-torsion amplitude of the material crystal lattice. Both of these characteristics of the steel are noted to be determined in the analysis of the bending extinction contours of the material.
The above results of the study of the rail metal after long-term operation indicate the structural transformation of the lamellar pearlite.
The change in the cementite’s elemental composition during crushing is minimal. At the initial stage of the transformation, the cementite plates of the pearlite colony are covered with gliding dislocations. This is accompanied by breaking the cementite plates into separate, weakly oriented fragments. Then, the structure of carbide changes as the plastic deformation degree of the material increases due to the stripping of carbon atoms from the cementite crystal lattice. It is worth remembering that this process is possible due to a noticeable difference in the average bond energy of carbon atoms with dislocations (0.6 eV) and iron atoms in the cementite crystal lattice (0.4 eV) [
25].
The considered deformation transformations of the rail steel structure during operation on the railway should be noted as not adversely influencing the product’s cyclic life.
Table 7 shows the results of testing the cyclic life of the rails. The tests were carried out on the rolling surface and, for comparison, on the cross section at a distance of at least 10 mm from the rolling surface. The tests were stopped when the sample became cracked or fractured or when the test base was reached.
The test results are considered positive if there are no fractures or cracks in all the tested samples upon reaching the test base. The test results are considered negative if the formation of a crack or fracture in at least one sample occurred within a number of loading cycles less than the test base.
The studies of the hardness along the cross section of the used rail show that the changes in properties can be considerable. Hence, the rolling of the wheel on the surface of the rail not only causes changes in hardness but can also form residual stresses at a considerable depth. The testing of the samples to determine residual stresses showed that there are considerable differences in values for the new and already used rails (
Table 8). Residual stresses in the neck of the used rails are 1.42 times higher than those in the new rails (
Figure 10). However, the stress values are in the upper range of values allowed for 2 mm rail use. A similar situation is observed for the middle part of the rail base. The residual stress level for the used rails is 1.25 times higher than that for the new ones (
Table 9). In addition, the residual stresses of the used rails lie in the upper range of permitted values for use. Such differences in voltage values are certainly related to the operating conditions of the used R65 rails. Rolling the wheels of railway trains under a significant load deforms not only the surface layer but also the rail. This, in turn, determines the appropriate level and nature of the distribution of residual stresses. In the new rails, small residual stresses are formed at the manufacturing stage. Since the rails are made by hot rolling, internal stresses are formed in them [
22].
The tests show that during operation, there are changes in the structure of the surface layer. Hardness increases along almost the entire rail section, and residual stresses are formed, but the defective surface layer of the rail also increases. The number and size of individual defects do not change, but the length of horizontally extended defects increases. In addition, cracks will form on the surface of the rail head. In general, such changes significantly affect one of the main operational properties of rails, i.e., the endurance limit.
The normalized values for using the rails in Central Asia are 2,000,000 cycles under a load of 700 kN for rails R65 and RP65. The new rails certainly meet these requirements (
Table 10). In the case of the previously used rails, the maximum load under which they could operate for 2,000,000 cycles was 510 kN. Under a standard load of 700 kN, the used rails can only withstand 790,000 cycles (
Figure 11a).
This result is largely due to the formation of cracks in the surface layer of the rails. A photograph of the fracture surface (
Figure 11a) shows that the fracture originated on the side surface of the rail. The reason for the crack development was the zone of lateral collapse of the rail head formed under operating conditions (
Figure 12a). This crack nucleus led to its fatigue development.
Figure 12a clearly shows the zone of stable fracture development. It is characterized by fatigue lines representing approximate concentric contours. The focus of these contours is at the origin of the fatigue crack (
Figure 12b). The surface of this zone is smooth and level. This effect is the result of cold hammering caused by repeated presses of two surfaces of the crack on each other.
A set of experimental studies showed considerable changes in the structure of the R65 rail during its operation. The hardness of the surface layer and the rail itself increases to a sufficiently significant depth (up to 35 mm). In addition, considerable stresses are formed in the rail. It should be noted that both hardness and stress increase to the upper limit of the values allowed by the state standard (sometimes slightly exceeding it). Despite the increase in hardness and the formation of stresses, the plastic and strength properties of the rails remain almost at the same level and do not fall outside the tolerance field of the values determined by the state standard. The change in hardness is conditioned by changes in the structure of the rail. When the structure is deformed, the condition of the grains of lamellar pearlite is transformed, with the maximum amount of structure damage occurring in the surface layer of rails with a thickness of less than 2 mm. The lengths of the line defects also change, which then affects the cyclic life of the rails. New RP65 rails under a standard load of 700 kN can withstand 2,000,000 cycles. The previously used R65 rails under the same load can withstand significantly less than 790,000 cycles. They can withstand the 2,000,000 cycles determined by the state standard only under a load of 510 kN.
The changes that took place in the mechanical properties, especially in the cyclic properties, are related to both the operation intensity, structure, and mechanical composition of the R65 and RP65 rails. The analysis of the chemical composition of the analyzed steels is shown in
Table 1. It shows that the chemical composition of the main alloying elements differs slightly, by no more than 0.1%. Such changes in the composition vary the properties of the steel by no more than a percentage [
26]. Moreover, manganese in the RP65 steel may increase by 0.1%, and vanadium may increase by less than 0.05%. Such changes in the chemical composition will not noticeably change the mechanical properties [
27,
28]. The main difference between these steels is the content of sulfur and phosphorus. In RP65 steel, the content of sulfur and phosphorus can be higher by 0.01–0.02%, which somewhat reduces its plastic properties [
27]. Based on this particular chemical composition, the R65 rails are designed for the main, working tracks [
28], while the RP65 rails are intended for industrial routes, where the intensity of the movement is lower and there is not as much frequent deforming effect. The initial mechanical properties of the new R65 rail are slightly higher than those of the R65 rail. However, our tests have shown that both brands can withstand a certain standard load. Our studies have shown that during operation, microcracks form in the surface layer of the R65 rail, and the surface layer is decarbonized. These processes run in parallel with the processes of riveting the surface layer and the formation of internal stresses in the rails. The result is that the mechanical properties of the R65 rail (hardness and tensile strength) practically do not change or even increase by a small amount (5–10%). The formation of elongated defects in the surface layer and the formation of microcracks during operation lead to a decrease in the cyclic properties (rail endurance limit) of the rail. As a result, while the main mechanical properties of the rail material remain at the required level, the value of the rail endurance limit indicator for the used R65 rails becomes lower than that of the RP65 and no longer meets the requirements of the standard.
Based on this fact, the R65 rails can be said to have been industrially used for a standard period, which is not suitable for reutilization in the Republic of Kazakhstan. Their use is possible only in low-congested areas or areas without intensive movement (storage areas, dead ends, and other inactive routes). The number of passageways per day determines the possibility of using these rails. The regulatory framework for testing, amounting to 2,000,000 cycles that the rail must withstand, is determined by a guaranteed 20-year period of operation [
29]. At the same time, they assume that up to 90 trains should pass per day. Based on the obtained results, the maximum number of cycles that the previously used R65 rail can withstand is 790 thousand, which is 2.53 times less. Therefore, it is possible to use these rails only within the sections where the traffic intensity is lower than 35 trains per day on average or various sections with non-intensive traffic, i.e., stops, dead ends, and other inactive ways. At the same time, the already-used R65 rails will provide the operation for the required period of 20 years.
At the same time, the standards and requirements for rails employed in different countries may differ significantly, as determined by rolling stock weight standards, climatic conditions, etc. Standards and requirements for the number of cycles of suitable rails can be different. Therefore, the suitability of rails for different countries can vary, necessitating meeting the standards of the country to determine the possibility of rail reutilization.