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Fatigue strength analysis of bimetallic sleeve roll by simulation of local slip accumulation at shrink-fit interface caused by roll rotation

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Abstract

Next generation rolls such as super-cermet rolls and all-ceramic rolls can be only manufactured as sleeve rolls, although the circumferential slippage appears at the shrink-fit interface. In this study, the fatigue strength of the sleeve roll is evaluated by applying the load shifting method on the fixed roll to realize the local slip accumulation during roll rotation. The simulation shows that the fatigue-inducing stress amplitude remains constant although the accumulated slip amount increases. Based on those results, the fatigue strength of standard rolling rolls is estimated considering the slip defect. The defect dimension can be characterized by the root area parameter and the value \(\sqrt{\mathrm{area}}\) =1254 \(\upmu m\) can be estimated from smaller roll experimental results and the previous report for larger diameter sleeve rolls. The results show that in the absence of slip damage, the fatigue strength of sleeve rolls is not much lower than that of solid rolls without shrink-fit.

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Abbreviations

\({\mathrm{B}}_{0}^{270}\) :

Critical point on HSS/DCI boundary where \(\left(r,z\right)=\left(270 \mathrm{mm}, 0\right)\)

\({\mathrm{B}}_{750}^{270}\) :

Critical point on HSS/DCI boundary where \(\left(r,z\right)= \left(270 \mathrm{mm}, 750\mathrm{ mm}\right)\)

\({b}^{^{\prime}}\) :

Defect depth of the sleeve roll with body diameter D = 1150 mm (mm)

\({\mathrm{C}}_{0}^{0}\) :

Critical point at center point where \(\left(r,z\right)=\left(0, 0\right)\)

\(D\) :

Outer diameter of the sleeve (mm)

DCI:

Ductile casting iron

\(d\) :

Inner diameter of sleeve in Fig. 1A (mm)

\({d}_{1}\) :

Inner diameter of sleeve 1 in Fig. 1B (mm)

\({d}_{2}\) :

Inner diameter of sleeve 2 in Fig. 1B (mm)

E:

Rolling stress \({\sigma }_{\theta }^{\mathrm{Rolling}}\) (MPa)

\({E}_{\mathrm{sleeve}}\) :

Young’s modulus of sleeve (GPa)

\({E}_{\mathrm{shaft}}\) :

Young’s modulus of shaft (GPa)

F:

Sum of \({\sigma }_{\theta }^{\mathrm{Res}+\mathrm{Shrink}}+{\sigma }_{\theta }^{\mathrm{Rolling}}\) (MPa)

FEM:

Finite element method

HSS:

High-speed steel

\({H}_{V}\) :

Vickers hardness (kgf/mm2)

\(P\) :

Load from back-up roll and hot strip (N)

\({P}_{0}\) :

Concentrated load per unit width = standard compressive force (N/mm)

\({P}_{b}\) :

Bending force from bearing per unit width (N/mm)

\({P}_{b}^{*}\) :

Bending force from bearing (N)

\({P}_{h}\) :

Rolling reaction force (N)

R :

Stress ratio is defined as the ratio of minimum stress to maximum stress

\(\mathrm{r}\) :

Radius (mm)

\(S\) :

Frictional force from the rolling plate (N)

\(T\) :

Driving torque (Nm)

\({T}_{m}\) :

Motor torque per unit width = Standard drive torque (Nm/mm)

\({T}_{m}^{*}\) :

Rated torque of motor (Nm)

\({T}_{r}\) :

Resistance torque per unit width = 3193 Nm/mm

\({T}_{r}^{*}\) :

Slippage resistance torque (Nm)

\({u}_{\theta }\left(\theta \right)\) :

Interfacial displacement (mm)

\({u}_{\theta }^{\mathrm{sleeve}}\) :

Circumferential displacement of the sleeve (mm)

\({u}_{\theta }^{\mathrm{shaft}}\) :

Circumferential displacement of the shaft (mm)

\({u}_{\theta }^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) when the pair of loads \(P={P}_{0}\) are applied at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta ,sleeve}^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) when the pair of loads \(P={P}_{0}\) are applied at the inner surface of the sleeve at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta ,shaft}^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) when the pair of loads \(P={P}_{0}\) are applied at the outer surface of the shaft at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta , ave.}^{P\left(0\right)\sim P\left(\varphi \right)}\) :

Average displacement due to the pair of loads shifting from \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta ,T={T}_{m}}^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) under standard drive torque \(T={T}_{m}\) when the pair of loads \(P={P}_{0}\) are applied at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta ,T={T}_{m}}^{P\left(0\right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) under standard drive torque \(T={T}_{m}\) when the pair of loads \(P={P}_{0}\) are applied at \(\varphi =0\) \((\varphi =\pi )\) (mm)

\({u}_{\theta , T={T}_{m}}^{P\left(0\right)\sim P\left(2\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) under standard drive torque \(T={T}_{m}\) when the pair of loads \(P={P}_{0}\) moves one rotation at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =2\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta , T={T}_{m}}^{P\left(0\right)\sim P\left(4\varphi \right)}\left(\theta \right)\) :

Interfacial slip \({u}_{\theta }\) under standard drive torque \(T={T}_{m}\) when the pair of loads \(P={P}_{0}\) move two rotations at \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =4\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\({u}_{\theta , ave. T={T}_{m}}^{P\left(0\right)\sim P\left(\varphi \right)}\) :

Average displacement under standard drive torque \(T={T}_{m}\) due to the pair of loads \(P={P}_{0}\) shifting from \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (mm)

\(\delta\) :

Tightening allowance between sleeve inner diameter and shaft outer diameter (mm)

\(\theta\) :

Circumferential displacement angle (\(^\circ\))

\(\mu\) :

Friction coefficient between sleeve and shaft

\({\upsilon }_{sleeve}\) :

Poisson’s ratio of sleeve

\({\upsilon }_{shaft}\) :

Poisson’s ratio of shaft

\({\sigma }_{\mathrm{a}}\) :

Stress amplitude (MPa)

\({\sigma }_{B}\) :

Ultimate tensile strength (MPa)

\({\sigma }_{\mathrm{m}}\) :

Mean stress (MPa)

\({\sigma }_{\mathrm{r}}\) :

Contact stress at the inner surface of the sleeve (MPa)

\({\sigma }_{r,\mathrm{shrink}}\) :

Contact stress during shrink-fitting (MPa)

\({\sigma }_{r,T={T}_{m}}^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T={T}_{m}\) due to the load shifting \(P\left(0\right)\sim P\left(\varphi \right)\) from the angle \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (MPa)

\({\sigma }_{r}^{P\left(0\right)\sim P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) due to the load \(P={P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T={T}_{m}}^{P\left(0\right)\sim P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T={T}_{m}\) due to the load \(P={P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T=1.1{T}_{m}}^{1.1P\left(0\right)\sim 1.1P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T={1.1T}_{m}\) due to the load \(P={1.1P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T=1.2{T}_{m}}^{1.2P\left(0\right)\sim 1.2P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T=1.2{T}_{m}\) due to the load \(P={1.2P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T=1.3{T}_{m}}^{1.3P\left(0\right)\sim 1.3P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T=1.3{T}_{m}\) due to the load \(P={1.3P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T=1.4{T}_{m}}^{1.4P\left(0\right)\sim 1.4P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under standard drive torque \(T={1.4T}_{m}\) due to the load \(P={1.4P}_{0}\) moves two rotations (MPa)

\({\sigma }_{r,T=1.5{T}_{m}}^{1.5P\left(0\right)\sim 1.5P\left(4\pi \right)}\left(\theta \right)\) :

Contact stress \({\sigma }_{r}\) under impact force \(T=1.5{T}_{m}\) due to the load \(P=1.5{P}_{0}\) moves two rotations (MPa)

\({\sigma }_{\theta }\) :

Rolling stress at the inner surface of the sleeve (MPa)

\({\sigma }_{\theta \mathrm{max}}\) :

Maximum stress (MPa)

\({\sigma }_{\theta \mathrm{min}}\) :

Minimum stress (MPa)

\({\sigma }_{\theta , \mathrm{shrink}}\) :

Interface stress during shrink-fitting (MPa)

\({\sigma }_{\mathrm{\theta max}}^{{P}_{0}}\) :

Maximum stress under the load \(\mathrm{P}={P}_{0}\) (MPa)

\({\sigma }_{\mathrm{\theta min}}^{{P}_{0}}\) :

Minimum stress under the load \(\mathrm{P}={P}_{0}\) (MPa)

\({\sigma }_{\mathrm{\theta max}}^{{1.5P}_{0}}\) :

Maximum stress under the load \(\mathrm{P}={1.5P}_{0}\) (MPa)

\({\sigma }_{\mathrm{\theta min}}^{{1.5P}_{0}}\) :

Minimum stress under the load \(\mathrm{P}={1.5P}_{0}\) (MPa)

\({\sigma }_{\theta }^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) :

Interface stress \({\sigma }_{\theta }\) due to the load shifting \(P\left(0\right)\sim P\left(\varphi \right)\) from the angle \(\varphi =0\) \((\varphi =\pi )\) to \(\varphi =\varphi\) \((\varphi =\varphi +\pi )\) (MPa)

\({\sigma }_{\theta ,T={T}_{m}}^{P\left(0\right)\sim P\left(2\varphi \right)}\left(\theta \right)\) :

Interface stress \({\sigma }_{\theta }\) under standard drive torque \(T={T}_{m}\) due to the load \(P={P}_{0}\) moves one rotation (MPa)

\({\sigma }_{\theta ,T={T}_{m}}^{P\left(0\right)\sim P\left(4\varphi \right)}\left(\theta \right)\) :

Interface stress \({\sigma }_{\theta }\) under standard drive torque \(T={T}_{m}\) due to the load \(P={P}_{0}\) moves two rotations (MPa)

\({\sigma }_{\theta ,T=1.5{T}_{m}}^{1.5P\left(0\right)\sim 1.5P\left(4\pi \right)}\left(\theta \right)\) :

Interface stress \({\sigma }_{\theta }\) under impact force \(T=1.5{T}_{m}\) due to the load \(P= 1.5{P}_{0}\) moves two rotations (MPa)

\({\sigma }_{\theta }^{Res}\) :

Residual stress (MPa)

\({\sigma }_{\theta }^{\mathrm{Rolling}}\) :

Rolling stress (MPa)

\({\sigma }_{\theta }^{\mathrm{Res}+\mathrm{Shrink}}\) :

Sum of residual stress and shrink-fitting stress (MPa)

\({\sigma }_{w}\) :

Fatigue limit stress (MPa)

\({\sigma }_{w0}\) :

Fatigue limit stress without defect (MPa)

\({\sigma }_{w0}^{^{\prime}}\) :

Fatigue limit stress at the defect size \(\sqrt{\mathrm{area}}=627\upmu m\) observed in miniature roll (MPa)

\({\sigma_w^{''}}_0\)  :

Fatigue limit stress by considering real roll defect \(\sqrt{\mathrm{area}}=1254\upmu m\) (MPa)

\(\varphi\) :

Load shift angle (\(^\circ\))

\({\varphi }_{0}\) :

Load shift interval (\(^\circ\))

\({\mathcal{l}}_{\mathrm{small}}\) :

The smaller contact stress region (MPa)

\(\sqrt{\mathrm{area}}\) :

Projected area of the defect onto a plane perpendicular to the maximum principle stress

\({K}_{t}\) :

Stress concentration

a, b, c:

Dimension of the defect in the miniature roll (\(\upmu m\))

\(r,\theta ,z\) :

Polar coordinate system

\(x,y,x\) :

Cartesian coordinate system

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R.A.R. and N-A.N. wrote the paper; N-A.N. supervised the research; Y.S. proposed and advised the research; R.A.R, X.Z., H.T., Y.T., and Y.T. performed the FEM simulation.

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Correspondence to Nao-Aki Noda.

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Appendices

Appendix A: Load shifting method to realize the relative interfacial displacement \({{\varvec{u}}}_{{\varvec{\theta}}}^{{\varvec{P}}\left(0\right)\sim {\varvec{P}}\left(\boldsymbol{\varphi }\right)}\left({\varvec{\theta}}\right)\) and average interfacial displacement \({{\varvec{u}}}_{{\varvec{\theta}}, {\varvec{a}}{\varvec{v}}{\varvec{e}}.}^{{\varvec{P}}\left(0\right)\sim {\varvec{P}}\left(\boldsymbol{\varphi }\right)}\left({\varvec{\theta}}\right)\)

Fig. 10
figure 10

The roll rotation can be replaced by discrete load shifting by the angle \({\varphi }_{0}\) on the fixed roll

Fig. 11
figure 11

Definition of interfacial displacement \({u}_{\theta }^{P(0)\sim P(\varphi )}\left(\theta \right)\) due to the load shifting \(P(0)\sim P(\varphi )\)

Figure 10 illustrates the load shifting method where the roll rotation is expressed by the load shifting on the fixed roll surface [17,18,19,20,21]. Assume the roll subjected to the concentrated rolling load P. As shown in Fig. 10, the continuous roll rotation can be expressed by the discrete load shifting with a constant interval \({\varphi }_{0}\). The most suitable value of \({\varphi }_{0}\) can be chosen to reduce the computational time without loosening the accuracy. From the comparison among the results \({\varphi }_{0}=0.25^\circ \sim 12^\circ\), the load shift angle \({\varphi }_{0}=4^\circ\) is adopted in the following discussion since the relative error between \({\varphi }_{0}=0.25^\circ\) and \({\varphi }_{0}=4^\circ\) is less than a few percent. In the following, both forces are denoted by P.

The relative displacement accumulation between the sleeve and shaft may represent the interfacial slip. In Fig. 11, the relative displacement \({u}_{\theta }^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) due to the load shifting \(P\left(0\right)\sim P\left(\varphi \right)\) is defined between the sleeve and shaft when the load moves from the angle \(\varphi =0\) to \(\varphi =\varphi\). Here, notation \(\varphi\) denotes the angle where the load is shifting and notation \(\theta\) denotes the position where the displacement is evaluated. The load \(P\left(\varphi \right)\) is defined as the pair of forces acting at \(\varphi =\varphi\) and \(\varphi =\varphi +\pi\). The notation \({u}_{\theta }^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)\) means the relative displacement \({u}_{\theta }\left(\theta \right)\) at \(\theta =\theta\) when the pair of loads are applied at \(\varphi =0\) to \(\varphi =\varphi\) and \(\varphi =\pi\) to \(\varphi =\varphi +\pi\). Since the relative displacement \({u}_{\theta }\left(\theta \right)\) varies depending on \(\theta\), the average displacement \({u}_{\theta ,ave.}^{P\left(0\right)\sim P\left(\varphi \right)}\) can be defined in Equation (A1).

$${u}_{\theta ,ave.}^{P\left(0\right)\sim P\left(\varphi \right)}=\frac{1}{2\pi }{\int }_{0}^{2\pi }{u}_{\theta }^{P\left(0\right)\sim P\left(\varphi \right)}\left(\theta \right)d\theta$$
(A1)

Appendix B: Estimation of slip defect dimension in standard sleeve roll in Fig. 1B

Figure 12(a) illustrates the real roll at the central cross section in Fig. 1B in comparison with Fig. 12(b) the miniature roll to verify the slippage experimentally [20, 48]. The miniature roll’s diameter is about 1/10 of the real roll. As shown in Fig. 12(b), the miniature roll consists of the sleeve, the outer shaft and the inner shaft. The inner and outer shafts are fixed by key so that the interfacial slippage between the outer shaft and the sleeve shrink-fitted can be prevented.

Figure 13 shows an example of the defect observed on the sleeve surface after slippage. The sleeve is cut along the cross section at the AA′ and BB′ to identify the defect dimensions. Figure 14 illustrates the three dimensional shape of the defect approximated by an ellipsoid. As can be expressed \({\left(x/a\right)}^{2}+{\left(y/b\right)}^{2}+{\left(z/c\right)}^{2}=1, a=1000 \mathrm{\mu m}, b=250 \mathrm{\mu m}, c=4000\upmu m\), the stress concentration can be \({K}_{t}=1.14\) [48]. In this study, the fatigue strength reduction is evaluated by using the parameter \(\sqrt{\mathrm{area}}\), which is the square root of the projected area of the defect onto a plane perpendicular to the maximum principal stress [49]. Then, the miniature roll’s defect can be characterized by \(\sqrt{\mathrm{area}}=\sqrt{(\pi ab)/2}=627\upmu m\) from the defect geometry \(a=1000 \mathrm{\mu m} , b=250 \mathrm{\mu m}\) in Fig. 14.

 

Fig. 12
figure 12

Schematic illustration for (a) Real roll and (b) Miniature roll

Fig. 13
figure 13

Example of defect formed by the slippage on the sleeve surface to identify defect dimension observed in the miniature roll in Fig. 12  when the shrink-fitting ratio \(\delta /d=0.21\times {10}^{-3}\)

Fig. 14
figure 14

Ellipsoidal plow defect geometry in Fig. 12 approximated by the equation \((x/a{)}^{2}+(y/b{)}^{2}+(z/c{)}^{2}=1,\hspace{0.33em}a=1,\hspace{0.33em}b=0.25,\hspace{0.33em}c=8.0\) with the stress concentration factor \({K}_{t}=1.14\)

On the other hand, the defect depth \({b}^{^{\prime}}=\) 1 mm was reported after slip in the hot rough rolling sleeve roll whose body diameter \(D=\) 1150 mm although the detail geometry is unknown [5, 6]. As shown in Fig. 3A, in this study, the real roll diameter \(D=700\) mm is considered, and the depth of the defect can be a bit smaller than \({b}^{^{\prime}}=\) 1 mm although it can be larger than the defect depth \(b=0.25 \mathrm{mm}\) of the miniature roll\(.\) Assume that the similar shape of the defect in Fig. 13 and Fig. 14 is formed due to the sllipage in the real roll. By assuming double sizes of the defect of the miniature roll, \(\sqrt{\mathrm{area}}\) dimension in the real roll can be \(\sqrt{\mathrm{area}}=\sqrt{\pi (2a)(2b)/2}\)=\(627\times 2=\) 1254 \(\upmu m\). Here \(a=\) 1000 \(\upmu m\) and \(b=\) 250 \(\upmu m\) is the defect dimension of the miniature roll.

Table 2 Test work roll specifications used in the miniature roll experiment in Fig. 12(b)
Table 3 Conditions of the miniature roll experiment in Fig. 12(b)

Table 2 shows the specifications of the test work roll. The diameter of the test roll is about 1/10 of the diameter of the real roll. Table 3 shows the experimental conditions. Roll A denotes the roll without the shrink-fitting ratio of \(\delta /d=0\) and roll B denotes the roll with the shrink-fitting ratio of \(\delta /d=0.21\times {10}^{-3}\). In the experiment, the work roll is cooled with water at room temperature to prevent the change in shrink-fitting rate due to the temperature rise caused by friction due to the load. When the steady rotation speed reached 106 rpm or 212 rpm, a load of 1 ton is applied to ensure that the temperature change of the roll surface is within \(5\mathrm{^\circ{\rm C} }\) or less during the experiment by a contact thermometer.

Appendix C: Fatigue strength analysis results of bimetallic solid roll by simulation of cyclic loading caused by roll rotation

 

Fig. 15
figure 15

Conventional bimetallic solid roll considered previously (mm)

Fig. 16
figure 16

Stress amplitude \({\sigma }_{a}\) versus mean stress \({\sigma }_{m}\) diagram to compare the fatigue failure risk at three critical points in the solid bimetallic roll in Fig. 15

Figure 15 shows a bimetallic solid roll whose fatigue strength was considered in the previous paper [50, 51]. In the solid bimetallic roll, it was reported that the failures happened as the debonding at HSS/DCI boundary due to the stress \({\sigma }_{\mathrm{r}}\) as well as the roll center facture [5, 52]. Therefore, the risk of fatigue failure was evaluated at those critical points focusing on the stress \({\sigma }_{\mathrm{r}}\). Figure 16 illustrates the stress amplitude versus mean stress diagram (\({\sigma }_{\mathrm{a}}\)-\({\sigma }_{\mathrm{m}}\) diagram) focusing on the fatigue limit under large compressive alternative loading \({\sigma }_{\mathrm{m}}\)\(0\)[50]. In this evaluation, the repeated maximum and minimum stress \({\sigma }_{\mathrm{r}}\) was considered during the roll rotation as the driving force causing the internal fatigue failure. Figure 17 illustrates those three critical points denoted by \({\left.{\mathrm{B}}_{0}^{270}\right|}_{\mathrm{Rolled steel}}\), \({\left.{\mathrm{B}}_{750}^{270}\right|}_{\mathrm{Backup roll}}\), and \({\mathrm{C}}_{0}^{0}\).

 

Fig. 17
figure 17

Illustration of three critical points denoted by \({\left.{\mathrm{B}}_{0}^{270}\right|}_{\mathrm{Rolled steel}}\), \({\left.{\mathrm{B}}_{750}^{270}\right|}_{\mathrm{Backup roll}}\), and \({\mathrm{C}}_{0}^{0}\) where fatigue risk should be evaluated based on the analysis and experience

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Noda, NA., Rafar, R.A., Zheng, X. et al. Fatigue strength analysis of bimetallic sleeve roll by simulation of local slip accumulation at shrink-fit interface caused by roll rotation. Int J Adv Manuf Technol 125, 369–385 (2023). https://doi.org/10.1007/s00170-022-10669-3

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