The reliability of rolling bearings is affected by white etching crack (WEC) or white structure flaking (WSF) failures, causing tremendous commercial burdens for bearing manufacturers and operators. The research for the underlying failure mechanism has attracted interest from a large scientific community over decades. Despite the significant amount of efforts, a root cause of white etching cracking is still missing. Amongst other factors, lubricant chemistry is considered to be essential in WEC formation. The authors aim to elucidate this key parameter by provoking white etching crack formation on a FE8 bearing test rig using a well-described set of chemicals in high- and low-reference lubricants. Scanning electron microscopy and energy dispersive X-ray analysis prove the presence of a patchy tribofilm on the surface of bearing washers, leading most likely to a higher frictional torque at the early stages of operation when the low reference oil is used. Secondary neutral mass spectrometry (SNMS) shows a hydrogen containing tribofilm in the shallow subsurface of about 30 nm depth, suggesting that hydrogen proliferating into bearing material may subsequently facilitate crack propagation via dislocation pileups, leading to premature bearing failure.

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An investigation on the White Etching Crack (WEC) phenomenon as a severe damage mode in bearing applications led to the observation that in a latent pre-damage state period, visible alterations appear on the surface of the raceway. A detailed inspection of the microstructure underneath the alterations reveals the existence of plenty of nano-sized pores in a depth range of 80 µm to 200 µm. The depth of the maximum Hertzian stress is calculated to be at 127 µm subsurface. The present study investigates the effect of these nanopores on the fatigue crack initiation in SAE 52100 martensitic hardened bearing steel. In this sense, two micro-models by means of the Finite Element Method (FEM) are developed for both a sample with and a sample without pores. The number of cycles required for the crack initiation for both samples is calculated, using the physical-based Tanaka–Mura model. It is shown that pores reduce the number of cycles in bearing application to come to an earlier transition from microstructural short cracks (MSC) to long crack (LC) propagation significantly.

The appearance of White Etching Cracks (WEC), not covered by the ISO 281 modified failure rate calculation, leads to difficulties in predicting bearing reliability. This uncertainty in bearing applications leads to a worldwide activity in order to understand and prevent this situation since the WEC failure mode deviates from the traditional Rolling Contact Fatigue (RCF) mode. Plenty of factors have been found to influence this phenomenon over the years, however the precise initiation of the WEC is still under debate. In order to understand the initiation and analyze the temporal evolution, interrupted tests on the same material were performed under conditions that were known to lead to WEC formation and RCF. To avoid the added complexity of boundary lubrication, a Deep Groove Ball Bearing (DGBB) test rig under full lubrication (Elastohydrodynamic Lubrication, EHL) was chosen. Within a standard operating mode, named Mode 1 (RCF), the bearings are solely subjected to a radial load. By suspending the tests at different time steps, a continuous progress of changes in the subsurface material structure seen as equiaxed grains with low dislocation densities, identified as ferrite, is observed. The bearings did not fail up to load cycles of 109. In contrast, a Mode 2 Electrical Charged Contact Fatigue (ECCF) test provoked the early formation of cracks and crack networks, first without WEA, then later with WEA. It became obvious when comparing Mode 1 (RCF) with Mode 2 (ECCF) that Mode 2 (ECCF) achieves far fewer load cycles until failure occurs.