1. Introduction
In recent years, the development of rail transport is rapid. Heavier duty, higher density, and faster running are current development trend. It proposes higher requirements for the safety and reliability of the rail. A rail in commission is inevitable to encounter rolling, wear, and shock of train wheelsets and harsh environment, so that it may be damaged [
1]. A small defect in the surface of the railhead is a common early defect [
2].
Some non-destructive testing techniques such as ultrasonic, eddy current, and MFL, are used in detection of rail defects at practical inspection vehicle speeds [
3]. Ultrasonic detection uses a water wheel probe, which is in rolling contact with the rail, and is used on flaw detection trains [
4]. Ultrasonic detection technology has reflected clutter on the near-surface, so it can only detect defects inside a rail, making the surface or near-surface of a rail becomes a blind spot for detection, which poses a safety hazard. In addition, there are significant requirements for the flatness, cleanliness, and geometry of the rail surface during the inspection process.
The eddy current detection method can detect the surface defects in the railhead and achieve rapid detection, and without the need to add any exchange agent, it can achieve routine detection in the harsh detection environment. However, the eddy current detection is limited by the skin effect. Usually, it can only detect surface opening defects, but cannot detect buried defects near the surface of a rail. Variable eddy current detection signals are also susceptible to interference from the railway environment, which imposes more significant requirements on signal processing circuits and algorithms [
5].
MFL is an electromagnetic testing technology developed from magnetic particle testing technology. MFL can detect the surface damage of ferromagnetic materials such as steel pipe [
6], and has the advantages of high sensitivity, high speed, low requirement for surface cleanliness, low cost, and simple operation. MFL has been successfully applied to the detection of detection of detects in rails [
7]. However, some shortcomings in the MFL detection also exist, such as the poor detection effect of the internal defects of the steel rail, and the detection results are easily affected by the magnetic field excitation and lift-off.
When MFL technology is used to detect the surface defects, the detection system is often subject to various interferences, so the signal contains a lot of noise [
8]. The vertical distance between the magnetic sensor and the workpiece is called lift-off, and the leakage magnetic field varies from lift-off. When the probe travels on the surface of a workpiece, due to vibration and other factors, the lift-off may change, resulting in the signal change of the sensor and interfere the detection. Lift-off interference is affected by amplitude and frequency of vibration, workpiece surface state and other factors, and its spectrum often overlaps with the defects signal. In addition to lift-off interference, detection speed, and random factors also bring interference [
9].
2. Related Works
Researchers conducted in-depth research on the MFL detection technology, including the effect of excitation form and size on the MFL signal, the influence of lift-off on the defect signal, the distribution pattern and strength of the
x,
y, and
z components of the defects MFL signals [
10], and the MFL signal processing and defect signal extraction under different detection conditions [
11]. A variety of sensor probe structures have been proposed.
The establishment process and influence factors of MFL testing are studied [
12]. Some magnetization systems are designed to establish the saturation field quickly and improve magnetic field homogeneity, so the accuracy of detection can be improved [
13,
14].
Tsukada proposes a method using a sensor probe consisting of a semicircular yoke with induction coils at each end and a gradiometer with two anisotropic magnetic resistance sensors for detecting the components perpendicular to the steel surface [
15]. Okolo studies the influence of sensor lift-off on the magnetic field distribution, which affects the detection capability of various damages and proposes a quantitative approach based on the Pulsed MFL method [
16].
The method creatively utilizes a ferromagnetic one to guide more magnetic flux to leak out. To find small defects in the rail surface, a ferrite is added to an LMF sensor to reduce the reluctance to increase the magnetic intensity above the defects [
17]. Wu Jianbo proposes a high-sensitivity MFL method based on a magnetic induction head [
18]. A magnetic core with an open gap is applied to guide leaked magnetic flux into a detection magnetic circuit, where an induction coil is placed to detect the change of the magnetic flux. A coil sensor is designed to detect metallic area loss based using the MFL method. A magnetic sensor prototype was fabricated using the optimum parameters obtained by a numerical parametric study [
19]. To cover the whole workpiece or to get more sufficient data, sensor arrays can be used [
20]. Researchers carefully set the position of the sensors in the probe and the relative position between the sensors [
21,
22].
Wu Dehui and others proposed a new MFL method for pipeline inspection [
23]. A signal differential module is introduced to reduce the noise rising from the probe vibration. Defects can only be determined when a certain threshold is reached. However, the leakage magnetic field of a defect is affected by many factors such as lift-off, velocity, remanence, and others interference. Therefore, the appropriate threshold is difficult to set.
Through these studies, researchers have accumulated some experience to detect the surface defect in railhead by MFL, such as velocity effect and hysteresis effect. Although artificial defects can already be identified in the laboratory, there is still a lot of work to do in the practical application of rail surface defect detection. The existing method of defect identification based on the absolute value of the MFL signal is usually applied to the specific lift-off, speed, and other fixed conditions. The MFL signal of the same defect changes significantly with the change of speed or lift-off. During the actual detection, the speed and lift-off are usually varying. These bring many difficulties to determine whether a defect is present.
In this paper, a method is proposed to determine whether there is a surface defect in the railhead by using the relative value of multiple sensors signals rather than the absolute value of only one sensor signal. This method reduces the interference of velocity, lift-off, and so on, and improves the reliability of detection results and the accuracy of identifying defects.
3. Defect Detection Method
When a ferromagnetic object such as a rail is magnetized, a magnetic field will be generated. If a defect is in the surface, the magnetic refraction occurs at the interface of the rail and the air inside the defect, and part of the magnetic flux refracts out of the rail, forming a leakage magnetic field [
24].
As shown in
Figure 1a, the object under test, such as a rail, is magnetized by the applied excitation magnetic field. Near a defect, some magnetic lines leak out of the rail, forming a magnetic leakage field as shown in
Figure 1b. Such a phenomenon does not appear in the non-defect place, so a sensor is usually installed under the yoke to detect the change of the magnetic field near the surface of the rail to find the defects.
Figure 2 shows the section of the
x-
z plane near a surface defect. The defect width is 2
a and the depth is
b. The detection direction is also shown in
Figure 2.
The MFL field intensity of point
P(
x,
z) above the defect is
H(
x,
z). The
x-component is
Hx(
x,
z) and the
z-component is
Hz(
x,
z). They can be obtained by Equations (1) and (2), respectively.
where
σms is the magnetic charge density of the defect side, and it is calculated by Equation (3).
In Equation (3), μ is the magnetic permeability of the material and H is the applied magnetic field strength.
According to Equations (1) and (2), the sensor signal amplitude of the same defect is different with various lift-offs. In patrol detection, when the sensor signal changes, it is difficult to distinguish whether the change is caused by a defect or the lift-off change. Due to the random interference during patrol detection, it further increases the difficulty.
If
z = 1 mm,
a = 1 mm,
b = 1 mm,
σms/2π = 1, the magnetic field distribution in the
x and
z directions of the defect is shown in
Figure 3. It can be seen from
Figure 3, as the sensor approaching the defect from far to near, the
x-component of its signal increases and the
z-component increases first, reaches the maximum and then decreases. When the sensor is directly above the defect, the
x-component is the maximum, and the
z-component is 0. As the sensor moving away from the defect, the
x-component of its signal is decreases and the
z-component decreases first, reaches the minimum, and then increases.
If multiple sensors are arranged in the x-direction, the relative values of their signals are regular when they pass a defect. When a sensor is directly above the defect, the x-component of its signal is more significant than that of the sensor set at other place, the z-component of its signal is more significant than those of the sensors which have passed the defect and smaller than that of the sensor which has not passed the defect yet.
The effect of lift-off on sensor signal is different from that of a defect. The smaller the lift-off, the more significant the signal, whether x or z component. If the lift-off of sensors is similar, the effect of lift-off change on the signal of each sensor is similar. Therefore, the defect signal can be distinguished from lift-off interference by the relationship among the x and z components of the sensors.
As shown in
Figure 2, one main sensor and four auxiliary sensors are arranged longitudinally along the
x-direction. The main sensor is used to detect the magnetic field in the
x and
z directions, which is set in the middle below a yoke. The other four are auxiliary sensors, numbered 1, 2, 3, and 4, which are placed on both sides of the main sensor. The auxiliary sensors 1 and 2 are used to detect the magnetic field in the
x-direction, and the auxiliary sensors 3 and 4 are used to detect the magnetic field in the
z-direction.
It can be proved that Hx(0, z) is the maximum and Hz(0, z) is 0. That is, when the main sensor is directly above the defect, regardless of the lift-off, the x-component of its signal is more significant than those of auxiliary sensors 1 and 2, and the z-component is smaller than that of auxiliary sensors 3 and more significant than that of auxiliary sensor 4. Therefore, the presence of defects can be determined by comparing the relative magnitudes of the sensors signals. Since this judgment is not based on the value of a sensor signal, but the relative values of different sensors signal, it is less affected by the change of the lift-off.
Obviously, the signal difference between the main sensor and the auxiliary sensors should be as large as possible to improve the accuracy of detection because of other interferences. The distance between sensors affects the difference of signals, so the space of sensors should be set reasonably.
Hx0(l) and Hz0(l) are the fitting curves of the main sensor in x and z components, Hx1(l) Hx2(l) are the fitted curves of the signals of auxiliary sensors 1 and 2 in the x-direction; Hz3(l) and Hz4(l) are the fitted curves of the signals of auxiliary sensors 3 and 4 in the z-direction. The distances between the main sensor and the auxiliary sensors 1 and 2 are both l1. The distances between the main sensor and the auxiliary sensors 3 and 4 are both l2. Obviously, if there is a defect at , Hz(l0) = 0, Hx(l0) is the maximum, Hx(l0) > Hx1(l0 − l1), Hx(l0) > Hx2(l0 + l1), Hz(l0) < Hz3(l0 − l2), Hz(l0) > Hz4(l0 + l2).
Hx(
x,
z0) has two minimum points from Equation (1) and
Figure 3. (
m1,
z0) and (
m2,
z0) are the two points coordinates, respectively, and
m1 < 0,
m2 > 0. Obviously,
m1 and
m2 are the installation position of the auxiliary sensors 1 and 2.
When
x < 0, the minimum point’s
x-coordinate of Equation (4) is close to that of Equation (1). To facilitate the account, take it as
m1.
The sensors are close to each other, and their lift-offs are about the same, so
z0 is a constant. Take the derivative of Equation (4) to
x and set it equal to 0:
Equation (5) is solved, and it is obtained that Qx(x, z0) is minimum when . Therefore, if the auxiliary sensor 1 is placed behind the main sensor and the distance is , the signal amplitude difference between the main sensor and the auxiliary sensor is the largest when the main sensor is directly above the defect.
When
x > 0, the minimum point’s
x-coordinate of Equation (6) is close to that of Equation (1). To facilitate the account, take it as
m2.
Take the derivative of Equation (7) to
x and set it equal to 0:
Equation (7) is solved, and it is obtained that Gx(x, z0) is minimum when . Therefore, if auxiliary sensor 2 is placed in front of the main sensor and the distance is , the signal amplitude difference between the main sensor and the auxiliary sensor is the largest when the main sensor is directly above the defect.
Due to the small defect, the magnetic dipole model can be introduced to simplify Equation (2) [
18]:
Take the derivative of Equation (8) to
x and set it equal to 0:
Equation (9) is solved, and it is obtained that Hz(x, z0) is the minimum when and Hz(x, z0) is the maximum when . Therefore, if the auxiliary sensors 3 and 4 are distributed in front of and behind the main sensor and the distance is , the signal amplitude difference between the main sensor and the auxiliary sensor is the largest when the main sensor is directly above the defect.
From the above derivation, the optimal distance from the auxiliary sensor to the main sensor is related to the size of the measured defect. In the actual measurement, the size of defects is different. Since the signal of small defects is usually weak, to ensure the detection effect, the distance between sensors is calculated according to the minimum defect size that should be detected.
In this paper, defect identification is carried out in two steps. First, the RMS of the main sensor signal is calculated as the threshold. The signal of the main sensor greater than the threshold is preliminarily determined as a defect. Otherwise, many sampling points need to be considered, and the amount of calculation is large. Then, the defects detected in the first step are further considered by the relative value of the sensors signals.
A defect is considered to exist at if conditions 1 and 3 are satisfied, or conditions 2 and 3 are satisfied; Otherwise, there is no defect at .
Condition 2. Hx(l0) is the maximum value.
Condition 3. Hx(l0) > Hx1(l0 − l1), Hx(l0) > Hx2(l0 + l1), Hz(l0) < Hz3(l0 − l2), Hz(l0) > Hz4(l0 + l2).
is the distance from auxiliary sensors 1 and 2 to the main sensor, and is the distance from auxiliary sensors 3 and 4 to the main sensor.
Due to the random interference in the actual detection, signals without defects may meet the above conditions, resulting in misjudgment. To improve accuracy and reduce the computation, a threshold is set.
Root mean square (RMS) can not only represent the significance of the average, but also indicate the dispersion degree of the data sample. In the absence of defects, the signal amplitude is almost the same, and the RMS is small. If the signal dispersion of defects is large, the RMS is large.
Therefore, RMS is used as a threshold to eliminate the influence of the noise. Signals greater than the threshold can be initially identified as defects, and then use the above conditions to determine defects further.