The objective of this work was conducted to investigate the influence of nickel (Ni) content and retained austenite on rolling-sliding contact fatigue (RSCF) life in carburized gear steel. In order to evaluate Ni and retained austenite effects, this study utilized carburized steel specimens of 4120 (0.13 wt pct Ni) and 4820 (3.38 wt pct Ni), which were subjected to RSCF testing. The specimens were gas carburized with a resulting case depth of approximately 1.3 mm, based on a hardness of 500 HV. The retained austenite was measured using x-ray diffraction at depths beneath the surface of 50, 250, 450, 650 μm. The 4120 specimens have a higher surface retained austenite content than the 4820. Specimens were surface ground to an average surface roughness of 0.2 μm to decrease the effect of as-carburized surface roughness on the fatigue life. The specimens underwent RSCF testing, with a surface contact stress of 2.5 GA and a slide to roll ratio of -20 pct, until a pit formed, as detected by an accelerometer. The pits that formed on the surface of the specimens were analysed with secondary electron microscopy, macrophotographs, and light optical microscopy. The pits that formed from the RSCF testing conditions were surface-initiated. The fatigue life of the 4820 specimens was higher than the fatigue life of the 4120 specimens, suggesting that the higher Ni level is beneficial to the fatigue life.

The proposition that compressive residual stresses are beneficial in improving the service life of components subject to rolling contact fatigue is well documented. However, the exact nature of the relationship between effective case depth (ECD) and the residual stress state is not well understood for components with deep case depth (>0.050inches, 1.27mm). It is expected that compressive residual stresses will gradually transition to tensile stresses as the case depth increases beyond a threshold value. In addition, the strain-induced transformation of retained austenite and its influence on the residual stress state of components resulting from service was explored. This study measured the residual stress state of components prepared with various ECD before and after simulated service with the goal of determining where the compressive to tensile transition occurs. Residual stress and retained austenite measurements were conducted using X-ray diffraction.

Through hardened steel ball fatigue failure is an atypical mode of failure in a rolling element bearing. A recent full-scale bench test resulted in ball spalling well below calculated bearing life. Subsequent metallurgical analysis of the spalled balls found inferior microstructure and manufacturing methods. Microstructural analysis revealed significant carbide segregation and inclusions in the steel. These can result from substandard spheroidized annealing and steel making practices. In addition, the grain flow of the balls revealed a manufacturing anomaly which produced a stress riser in the material making it more susceptible to crack initiation. The inferior manufactured balls caused at least an 80% reduction in rolling contact fatigue life of the bearing.

The notion that compressive residual stresses can extend the service life of components subject to rolling contact fatigue is well documented. However, the exact nature of the relationship between effective case depth and the residual stress state is not well understood for components with case depths greater than 0.050 in. (1.27 mm). It is expected that compressive residual stresses gradually transition to tensile stresses as case depth increases beyond a threshold value. This study will measure the residual stress state of components with different case depths before and after simulated service in order to determine where the compressive to tensile transition occurs. It will also investigate the role of retained austenite and the effect of strain-induced transformation caused by rolling contact. Residual stress and retained austenite measurements will be conducted using X-ray diffraction.