Network Rail has approved Bender UK’s next-generation RS4 Rail Signalling Power Protection system that delivers increased sensitivity for first earth fault location and enables compliance with Network Rail’s insulation-monitoring and fault-location requirements.
The new RS4 employs tried-and-trusted Bender technology to deliver the multiple-tier smart cable insulation monitoring. RS4 Tier 3 has increased sensitivity for improved feeder first fault location from the 20kΩ pre‑warning level to 100KΩ or higher, depending on system capacitance. It has improved performance of Bender’s already proven RS systems to offer a holistic picture of cable health, along with a rich data set that meets the requirements of standard NR/L2/SIGELP/27725.
The
Certificate of Acceptance (PA05/04750) confirms Network Rail’s acceptance of Bender’s
Tier 3 RS4, which makes it simple for new devices and upgrades to be procured. The
Tier 1 and 2 versions are also undergoing final testing to achieve
certification.
The retrofittable RS4 solution can upgrade existing RS2/RS3 installations in less than an hour without disconnection. It offers cost-effective continuation for legacy equipment that is compatible with existing Intelligent Infrastructure remote condition monitoring through GSM‑enabled data loggers.
Bender’s Tier 2 solution provides full insulation resistance levels of
individual feeders with increased system visibility at minimal extra cost over
Tier 3 technology and is fully upgradeable to deliver a Tier 1 solution.
The RS4 Tier 1 provides full insulation resistance levels of individual cable subsections and within FSPs (Functional Supply Points). It also offers the flexibility to deliver tailor-made solutions on a project-by-project basis. It is fully retrofittable and compact for utilisation within SIN119 remedial works. No 650V or earth reference connection for FSP installations is required, meaning the 650V power supply doesn’t need to be shut down during installation. This ensures Bender’s Tier 1 solution is fully class 2 compliant and does not compromise the integrity of Class 2 enclosures or create risk of electric shock injury to personnel.
The RS4 has customised data and communication options, enabling project customisation that can be integrated into existing Intelligent Infrastructure. Trackside equipment can be incorporated into existing FSP architecture and the Tier 1 solution offers remote fault location to FSP or cable length, with precise manual fault finding at 100KΩ.
Alongside enhanced sensitivity for ‘first earth fault’ location, RS4 measures capacitance, voltage and frequency, delivering data within the standard display options to provide more information to help assess the health of the system.
RS4 continually monitors insulation values to show real-time status of the power system. When the insulation value (IR) drops, the system records the fault and a test current signal or pulse put into the system is pulled to earth at the point where the fault exists.
Portable Bender equipment can be employed trackside for measuring and analysing sections of the power network to prioritise installation programmes. Recent improvements to the portable kit include more sensitive clamps and receiver technology to deliver exact fault location up to 100kΩ. Self-powered through connection to the trackside signal electrical network and delivering live monitoring of the system status, the portable fault-location equipment can also provide independent verification of RS system performance.
The RS4 Tier 3 PADs database number is 0086/001406. Individual PADS have also been applied to Bender components to deliver cost-effective product upgrades.
Bender UK has a proven track record with over 1,000 rail power insulation-monitoring systems installed across UK rail networks over the last two decades.
The estimated completion date of Crossrail, the new railway running under London from West to East, has now been put back to “as soon as practically possible in 2021”. Crossrail is the construction project that, when it opens, will run as the Elizabeth line – a service of full-sized trains from Reading and Heathrow in the West through to Shenfield and Abbey Wood in the East.
Nine new stations are being built as part of the new line –
Paddington (low level), Bond Street, Tottenham Court Road, Farringdon, Liverpool
Street (low level), Whitechapel, Canary Wharf, Custom House and Woolwich. In
addition, the existing station at Abbey Wood has been extensively redeveloped
by Network Rail to be the major terminus for the Elizabeth line in southeast
London and many other stations on the overground sections have been or are
being extensively modified and updated.
In April, Crossrail outlined its new plan to complete the
outstanding works with an expected delivery window between October 2020 and
March 2021 for the start of Elizabeth line services through central London.
However, the latest delay was announced on Thursday 7 November in a statement
to the London Stock Exchange by Transport for London.
Crossrail chief executive Mark Wild spoke to the Railway
Industry Association’s annual conference the day following the announcement to
the Stock Exchange, so Rail Engineer took the opportunity to find out a bit
more about the causes of the delay.
The current situation
Mark Wild was remarkably frank. He started by stating that,
in his experience, the last five per cent of any major project takes 20 per
cent of the time, particularly in the digital era.
“Actually, we’ve achieved a lot,” he said. “If you go back a
year, this project was in a state of confusion and difficulty. Now, we’ve
really turned the corner on the physical build, which is about to come to the
end.
“One of the main challenges was working in the tunnels –
productivity is very, very hard, it’s a complex environment where we’re testing
one of the world’s most complicated signalling systems at the same time as
building it.
“The good news is that, by Christmas, we’ll have finished the tunnel fit-out. It will take until January to get the tunnel ventilation system finished but, broadly, the tunnels will be complete in the very early part of 2020, with all the documentation submitted.”
That’s good news about the tunnels. But earlier information
had claimed that Crossrail’s stations were far from complete.
“If you look at the stations, we used to think that Bond
Street and Whitechapel were real challenges for us,” Mark explained, “but we’re
really grateful for Costain, Skanska, Balfour Beatty and Vinci which have done
a wonderful job to get Bond Street and Whitechapel off our critical path –
we’ve really turned the corner.
“The other stations are pretty much finished, and by the time we get to January/February, all of our stations will be complete, apart from Bond Street and Whitechapel. It’s been a huge effort building these immense structures, which are typically nine-stories deep and the equivalent of two London Underground stations, because we have a massive station at each end of our platforms – LU do one or two stations a year and we are about to commission 18 of them.”
So, with the physical assets of Crossrail almost complete,
apart from the final two stations mentioned, how about the signalling that will
control the Elizabeth line trains as they run through the tunnels? Mark was
upbeat about that too.
“In terms of software, we’ve converged the software from
Siemens and Bombardier for what is genuinely one of the world’s most complex
and challenging signalling systems, with the provision of ETCS and CBTC.
They’ve done a wonderful job to such an extent that, by 9 December this year,
we will drop the software into the central operating section ready for trial
running and, ultimately, passenger service.”
Crossrail has therefore achieved a lot in 2019, and the big
picture is that, in the next three or four months, it will have completed the
physical installation and the functional testing.
Industry support
“When we took over Crossrail, we decided we’d take two
stands,” Mark continued. “One was transparency – we’d tell people exactly where
we are. The second was what we called ‘owning the whole’ – owning the whole of
Crossrail – and everybody has stepped up to the plate. The sponsors have backed
us – the Mayor, the Secretary of State, Government and City Hall – and we’re
very lucky to have had a supply chain that has come with us.
“For example, one of them is a company called Protec, which
is doing all of our fire verification. It’s a very small organisation, maybe 50
to 60 people working on Crossrail, compared to Bombardier and Siemens who have
hundreds, but the important thing is that we are all pulling together.
“Ultimately, a project like Crossrail is a creative process. It’s an act of will. It takes courage. It takes collegiate spirit, to achieve something that, on paper, isn’t actually possible to do.”
Why the delay?
Building and commissioning Crossrail is, without doubt, an
enormous project. Mark Wild calls it “undoubtedly, the biggest railway ever
built in Europe in terms of complexity”. But, even with the infrastructure
practically complete, there is still an awful lot to do.
The outstanding work had been divided into two critical
paths, both of which start in the new year.
The first is software reliability growth.
“Although we’ve got good-quality software being installed in
the central section in December, we have a period of testing and verification
to do, then we have a long period of reliability growth,” Mark explained.
“We took a stand in Crossrail, when we took this over, that
we would do a ‘proper job’. When you think about the Elizabeth line
generically, there’s a railway in the east that we’re running from Liverpool
Street to Shenfield, there’s a railway in the west that we are running from
Paddington High Level out to the west – we’ll get to Reading by Christmas and
Heathrow in the first half of 2020.
“The missing bit is the bit in the middle and we need to get
this third railway running metronomically from Paddington to Abbey Wood. So, we
have these three railways, and the middle bit, the tunnel, what people think of
as the iconic Crossrail, needs to produce a 12 trains per hour metronomic
service.
“Then the magic happens when the operators manage to weave
these wonderful railways together. That’s when 1.5 million people suddenly come
within the catchment of Central London jobs.
“I recently met a person at Abbey Wood who said their
severely disabled young son couldn’t get a job locally. Couldn’t get a job.
Well, he will be able to get a job when we open Crossrail because it will be
fully accessible through its whole 44-station route.
So that’s why we need to take our time to get that central section metronomically working as a metro.”
More systems than a submarine
While the first critical path will be the integration of the
software, and the reliable running of a 12tph service day-in, day-out, the
other will be the integration of the critical systems. With the anniversary of
the King’s Cross fire fresh in Mark’s mind, it happened on 18 November 1987, he
isn’t about to take any shortcuts on safety.
“We have 2.5 million digital assets to verify and integrate
together. These are CCTV cameras, fire alarms and so on. We will take no
shortcuts on safety. We will do it, but we will do it to the right level of
safety and reliability. We will do this carefully.”
“We had thought that Christmas next year, plus or minus
three months, was possible,” he continued, “but we now think that the
integration of this critical software and systems will take a little bit longer
so we will open in 2021 as soon as we can. I know that’s disappointing for
people, but we need to be sure that we get it right and don’t take any
shortcuts.
“Just so you know, a nuclear submarine will have a million
digital assets. We’ve got 2.5 million to install and verify to the same
standards of safety as a nuclear submarine or a nuclear power station. So,
you’ll have to bear with us while we integrate them all.”
Just thinking about those numbers can make the head hurt.
2.5 million digital assets, effectively 18 new stations (nine stations with two
accesses each), 70 new nine-car trains with all the on-board software to run
them, signalling software for both CBTC (computer-based train control as used
on metros) and ETCS (European train control system – the European standard for
main-line railways) as well as the legacy systems still used at either end of
the route, fire control, disabled access, passenger flows for short dwell times
at stations, safety procedures for evacuating stations, more safety procedures
for evacuating and recovering stranded trains, flood prevention – the list is
endless.
No small surprise then that Mark says that his team has
climbed one mountain in building the infrastructure, but still has another to
climb in integrating, testing and commissioning it all. It’s almost a surprise
he’s committing to any completion date at all!
The November issue of Rail Engineer (issue 179) covered the
Network Rail long-term deployment plan for ETCS (European Train Control
System). ETCS, however, is only part of the overall digital railway programme,
with the other parts including: traffic management (TM) to manage the flow of
trains across the network, automatic train operation (ATO) to control a train’s
traction and braking systems, telecom networks to provide the backbone to
transfer data between the digital systems, and a connected driver advisory
system (C-DAS) to support drivers with the delivery of operational performance
and energy efficiency.
While full ETCS will take many years to provide, other
components in the programme are available now and are delivering results today.
This includes C-DAS, which is being provided by KeTech Systems.
As the full Network Rail TM system will not be deployed for
many years, the approach taken by KeTech is to utilise signalling and other
data sources in order to provide a C-DAS that is truly connected to the
underlying infrastructure – this is a key differentiator in the industry.
A driver advisory system (DAS) is an on-board
processor-based system that provides a driver with information to achieve the
timetable sustainably, by regulating the speed profile and avoiding unnecessary
braking. Standalone DAS (S-DAS) has data downloaded to the train at the start
of its journey, but connected DAS (C-DAS) is enhanced with a communications
link to provide real-time updates of information to the train, including
processed signalling and Darwin information along with other information such
as temporary speed restrictions.
Darwin is the rail industry’s official train-running
information engine, providing real-time arrival and departure predictions,
platform numbers, delay estimates, schedule changes and cancellations.
C-DAS is what it ‘says on the tin’ – it only ‘advises’ a
driver, so the system does not require a high safety integrity in terms of
signalling design and asset management. Safety is ensured by the trains normal
onboard control and braking system together with the line side signalling
system. This allows more cost-effective C-DAS solutions to be quickly rolled
out compared to other safety critical components in the digital railway
programme.
C-DAS calculates and displays to the driver an
energy-efficient speed profile to enable the train to meet the timetable,
taking into account timing points, line speeds, including speed restrictions,
and the train’s characteristics and capabilities. The advisory information
helps the driver to achieve the timetable and monitors the train’s progress
towards the next timing point to identify any changes required to the speed
profile. This is complemented by a suite of reporting facilities.
If the train is behind time and if the line and train speed
limits are capable of a higher speed, then this will be advised to a driver,
or, if the train is running early, a more efficient speed profile can be
advised, both to save energy and wear and tear of the train. C-DAS also helps
to ensure a train arrives at any junction in time to avoid timetable conflicts
with other trains, and it can avoid the need to brake at adverse signals,
therefore reducing the risk of signals passed at danger.
The information is provided to the driver through a user-friendly driver machine interface (DMI). In the case of the C-DAS project currently being rolled out by KeTech, this is via the driver’s updated DMI.
Modular and adaptable
KeTech Systems is based in the UK and has a long history of providing both station and train-borne innovative, high quality and highly reliable real-time information systems. Its products are scalable and modular, ensuring that they can be tailored to the varying needs of clients. KeTech has experienced, industry-expert designers and engineers available to provide innovative solutions to bespoke railway industry requirements for software, electronics and system design. Its C-DAS solution is a natural evolution of KeTech’s unique real-time Universal Information System (UIS) platform, which forms the foundation of all their real-time information solutions.
KeTech was first involved in providing railway station
customer information systems (CIS). Originally, these were standalone systems,
but, over time, KeTech enhanced their CIS product with real-time data inputs
from operational signalling train describers in order to provide accurate train
positioning information. When a train leaves a platform, it is important that
the display is cleared before the next train enters the platform. KeTech has
therefore years of experience with designing systems with the appropriate
low-latency requirement.
For many years, KeTech has also been involved in providing
onboard train passenger information systems (a mixture of software and hardware
as required) for various train operators. This required systems to be designed
to accommodate challenging levels of electromagnetic compatibility (EMC),
vibration and power-supply variables from a wide range of rolling stock
deployed on the network, with minimum space for equipment.
As a result, KeTech has proven experience in the design and delivery of real-time railway systems linked to operational signalling equipment, together with on board systems involving train driver ergonomics and a safety integrity level. To date, KeTech has real-time information systems deployed with over 50 per cent of UK Train Operators – a mixture on and off train systems. All these systems have to work reliably in the harsh EMC and challenging environmental envelopes. KeTech is therefore ideally placed to design a reliable user-friendly C-DAS system.
Approached to provide a C-DAS system for Siemens’ Class 350 trains, KeTech designed and developed a system that is now being deployed in several subclasses of the Class 350 fleet and is currently operating in ‘shadow mode’ to gather/verify data – it is expected to ‘go live’ early in 2020. KeTech has designed the system to use an updated version of the current driver’s DMI, but a larger graphical, intuitive and standalone DMI has also been designed for possible use in other classes of train.
The important point is it’s the same flexible C-DAS system
that can be tailored to meet the requirements of any train operator or rolling
stock fleet. All the KeTech systems are designed in-house within the UK,
allowing complete control of all the specialist designs, both for hardware and
software.
The communications link is provided by public LTE telecoms
networks. This allows a much higher data bandwidth than that currently
available via GSM-R. KeTech’s C-DAS intelligently manages communications
connectivity and is able to fallback gracefully to S-DAS mode in the event of
comms loss.
KeTech believes its C-DAS will deliver the ‘gold standard driving reference’ that train drivers can rely on. It is the first, and only, situationally aware system capable of dynamically informing train drivers of critical changes on the route ahead of a train. The user-friendly DMI display presents important and useful information, such as route position, optimal speed, and coasting. Any significant events on the track will automatically be passed on to the driver in real-time. The intuitive system intelligently interprets the data and dynamically updates the advice on the drivers DMI.
Resilient architecture
With the capability to be completely connected to the whole
rail network, KeTech’s C-DAS intelligently updates drivers and provides advice
to facilitate a smoother journey, greater efficiency and significant energy
savings. Unlike other C-DAS products, KeTech’s C-DAS does not just rely on
Global Navigation Satellite System (GNSS) receivers, but has access to many
other sources of positional and real-time information including signalling data
and the train management system (TMS) – a train-borne distributed control
information system, which uses data such as wheel rotation counting to ensure a
reliable and accurate location information feed. KeTech’s C-DAS uses signalling
(train describer) data to identify when a train has been changed from its
planned route and reforecasts the revised route that the train will be taking,
adjusting the route profile automatically.
GNSS systems, such as the Global Positioning System (GPS),
have many benefits for rail, but, for them to work reliably, there needs to be
clear ‘line of sight’ from trains to satellites, and trains may be hidden by
bridges, tunnels, cuttings and when traveling on sub-surface lines. GNSS alone
will not have adequate resolution to determine which line a train is on when
several lines run parallel, and neither the infrastructure manager nor the
train operator will have any control over the availability of the GNSS signal.
Due to these limitations, KeTech uses GNSS as part of their fallback solution and
not the prime source of positional information.
As KeTech is also an electronics company used to designing
SIL 2 (safety integrity level 2) systems, it has the capability to design any
interfaces required to integrate with legacy train fleets, and its C-DAS
bespoke design can be provided as a software or mixed technology solution. The
flexible design is not limited just to the UK and it can be adapted for any
infrastructure manager or train operator throughout the world.
C-DAS, while delivering route and train status information
to the driver with fuel efficiency and cost saving in mind, also facilitates
passenger comfort and a smoother journey. Passengers can get frustrated with
experiencing a fast and potentially uncomfortable journey with hard braking,
followed by waiting stationary outside a station for a platform to be
available, even if the train still arrives at the platform on time. C-DAS
provides a solution to this problem.
So, KeTech’s C-DAS system is flexible and can be adapted to
accommodate new and legacy train fleets. It is easy to operate and interpret,
giving drivers peace of mind throughout their journey, while providing a better
smoother journey for customers. Most importantly it’s here today and is part of
the digital railway programme that can deliver results now, and not in several
years’ time.
Guest writers: Darren King, WSP group director of rail planning and operations, and William Barter, an independent rail operations and planning consultant.
In ‘Rail’, there is a simple eco-system that exists, which
should always be respected by the industry’s design engineers. The operator may
be the immediate customer; but the passenger, freight user and, in a broader
sense, the region in which the railway exists, are the ultimate customers. This
means that an engineering design, and its final construction, is only as good
as the operation it enables; understanding what that operation is trying to
achieve is vital for the engineer to design infrastructure that supports it.
To be effective, consultants need to look through the lens
of the ultimate customer, first to those who are going to have to plan, operate
and maintain a train service after completion of the project, then to the
objectives that the train service aims to meet. In other words, they need to
make sure they are helping their clients to put the passenger or freight user
first.
Design consultants such as WSP take a user-focused approach.
This means providing a service specification that meets the strategic
objectives of the project and informs how the railway needs to be operated. In
effect, this sets the basis for final engineering elements that will deliver an
operation that meets the end users’ needs.
Often, the operator’s detailed requirements are only
understood late on in the design process or, even worse, after construction has
started. This inevitably leads to costly alterations or a compromised operational
performance which fails to deliver. To some extent, this will always be the
case, as analysis can only be based on the inputs available at the time; the
project development process simply must allow for it, and recognize that there
is uncertainty in analysis of potential operations at an early stage, just as
there is in engineering estimates.
Good engineering may not be the same as a good project.
Operators may well appreciate the need to maximise construction windows and
engineers should understand the need to run a railway around construction
windows. But ‘efficient’ construction that ultimately hampers the end product,
such as sacrificing operating functionality for the convenience of the
construction programme, is actually not efficient at all.
Integrated, iterative and collaborative
Building a new railway, or enhancing an existing one, is not
a linear, Gantt-chart activity; instead it requires an integrated and iterative
process to assure the final design. Time has proven that this is the only
approach that enables the right level of evidence to be provided to support a
business case that meets all its objectives. Moreover, an integrated design
process can identify and highlight the big risks and opportunities in time for
action to be taken.
Adopting such a joined-up design process can only occur
within a mature and collaborative environment – one which encourages a
multi-disciplinary approach. It requires the railway to be seen by all
stakeholders as a system which clearly defines and sets rail systems
engineering requirements and capabilities – one that ultimately meets the needs
of the freight or passenger customer.
It is only once the way a rail system needs to operate to
meet its desired performance is fully understood that the type of technology
that is needed to achieve that end goal can be defined. This is not always what
happens – too often the opposite is true.
Putting the process into practice
‘Operability’ is the term now used to describe the ability
of the rail system to provide a train service that meets its objectives.
Broadly, this means meeting the sponsor’s specification for journey times,
service frequencies and stopping patterns, all while meeting performance
targets and without incurring excessive operating costs.
Analysis of the potential operability of a project reflects
its specific objectives, for example to increase capacity, reduce costs or
encourage modal shift. This analysis has to be staged, just as in engineering
design. Fully formed train service plans – plans that match the development of
the physical infrastructure as the design moves from broad concept, through
alignment and track layout, to comprehensive design complete with signalling
schemes and other supporting systems such as electrification and tunnel ventilation
– do not ‘just happen’!
The stages of operability analysis can be characterised as:
Initial appraisal based on known precedents;
Theoretical calculation of headways and trains per hour (tph);
Building a timetable with the associated resources plan for fleet and crew;
Performance modelling;
Actual operation.
Operability analysis starts where overriding objective meets
binding constraint. This overriding objective might be a tph target, and to
efficiently enable it, other areas may have to work ‘inefficiently’, perhaps at
less than their full theoretical capability if considered in isolation.
An example may be a station design that is theoretically
generous with the track layout and provision of platforms in comparison with
the number of trains set to arrive there. But this over-compensation may well
allow maximum utilisation of the terminus. This could be even more important
if, as an example, the station is subject to minimum infrastructure provision
as it is in a space-constrained urban setting.
This is just one example of why each component of a network
must be considered part of the system as a whole.
Changing requirements
There also needs to be an iterative process between engineering disciplines and operator as the design matures.
Findings from each stage can lead to revisions of the
design, and this must be respected beyond the usual ‘operators changing their
minds again’ response. For instance, timetabling analysis may show a need for a
major station design to incorporate two platforms in each direction, so as to
accommodate the number of trains expected, rather than the one platform in one
direction originally scoped. Without an engineering team (in the widest sense)
willing and able to recognise this requirement, and the operational issues that
led to it, the end user would have had to compromise on stopping pattern,
service frequency or journey time.
Similarly, the general requirement for a three-minute
planning headway on the approach to another major station seemed reasonable.
However, timetabling showed that, as trains would present from three
independent routes, each planned around their own constraints, there was a high
likelihood that they would coincide, needing a lower headway to avoid extending
journey times waiting for a path.
In new circumstances beyond the conventional railway, where the learning curve can be steep, it is important that each engineering discipline interacts with every other, as well as with the operator, to deal effectively with the inevitable surprises.
These surprises can arise from seemingly innocuous changes.
On a recent project, the distance between tunnel ventilation shafts had to be
reconsidered when a ‘one-train-between-shafts’ rule was added to the
constraints of the original design. In this instance, the solution was to align
signalling sections with ventilation shafts. This introduced longer block
sections in the tunnels than in the open air, increasing the technical headway,
but not beyond acceptable limits – so long as trains are running at speed. In this
instance, the final shaft-to-portal section of the tunnel became the ‘binding
constraint’ on a headway, as the speed of the train reduces to zero when it
reaches the station.
Incidentally, although initial requirements for rescue and
evacuation might set a maximum shaft spacing, operations may suggest reducing
this spacing to achieve acceptable headways. Ideally, shafts will be located
evenly in terms of transit time, not just distance – a revelation the
Victorians discovered when locating block posts for Absolute Block signalling.
The same station-approach project threw up another challenge
when a late aspiration emerged that, when trains brake in tunnels, they should
rely on regeneration-only braking, which is gentler and generates less ambient
heat than the friction braking that was originally intended. Designers had to
account for longer transit times and headway, caused by trains having to brake
earlier to reduce their speed.
Any mitigations introduced at a late stage of design should
result in permanent way and signalling layouts which place the minimum possible
constraint on train speed, so as not to limit the speed of arriving trains any
more than the simple need to stop at the platform.
On railways, whether they are conventional or high-speed, regional
or inter-city, every discipline has an input in achieving an operable network
that meets its objectives, even those not normally considered as part of the
traditional railway infrastructure, such as tunnel ventilation.
Railway design calls for a multi-disciplinary approach,
which needs to be set in a mature and collaborative environment as all
components of the system are developed together.
Five guiding principles
Broad principles to help engineers interact with their
customers during project development:
Understand the strategic and commercial objectives from the
outset of the project. What is the ultimate goal? Is it capacity, journey time,
connectivity? Establishing this forms the basis for making informed trade-offs
as the engineering design progresses and finds problems. Otherwise the
temptation is to “spoil the ship for a bucket of tar” when running into
trouble, such as descoping the physical infrastructure for the sake of
short-term benefits to the construction programme, perhaps by reducing the
number of platforms to achieve a one-stage construction.
Operability analysis and development of an illustrative operational plan and timetable is not a rubber stamp! Let the analysis feedback into development of the infrastructure. The surprise should not be that the analysis prompts changes to the original infrastructure specification, but how often it doesn’t!
Operability analysis can increase and reduce costs. For
instance, capability of fringe areas of the network may determine how well the
core works. It may be more cost-effective to invest in the fringes to ease the
task of the core, rather than over-specify the core to mask inflexibility
elsewhere.
Operability analysis needs to consider operational
performance. But success involves multiple systems working together – not just
the broad alignment with gradients and speed limits, but the track layout, the
signalling scheme that can be designed onto it, and operational rules and
procedures. The data to support this emerges relatively late in the design, and
detailed, data-hungry models are pointless until the design can provide a
usable level of input detail. Designers need to develop wide-area network
simulators that work from minimum relevant data input and so can be applied
early in the design development.
Needs will change over time. A rail project’s lifetime can
be measured in decades, if not a century or more as it meets new demands. The
task is not simply to pour concrete, based on a single solution for the
problems posed by one specification, and move on, but to build in choices that
our successors can exploit as they see fit in decades to come.
With an unprecedented number of new vehicles ordered since 2010 – over 8,000 – and with more orders to come, getting them safely, reliably and efficiently into service is a priority. Challenges with testing, acceptance, software, stabling, depot facilities and long fixed formation trains were recurrent themes at a recent IMechE’s Railway Division seminar and, sadly, even new train introduction was not a Brexit free zone.
But the speakers were in an unusually candid mood and the overall conclusion was “could, should and must do better”. No one actually used the word “crisis”, but “late”, “more costly”, “more risk” and “not performing as well as hoped” were all terms that featured in the presentations.
The session was kicked off with a keynote speech from Bill
Reeve, director of rail at Transport Scotland. He said he was embarrassed by
the record of new train introduction over the last few years and it was an inconvenient
truth that the last three rolling stock projects sponsored by his department,
and those for Northern and TPE where he is independent chair of the Rail North
Partnership, had all been late and had suffered teething troubles. This had led
to customer and other benefits – service quality, improved accessibility and
introducing retention tank toilets – being delayed.
As an engineer himself, Bill said that he understood that
things can go wrong, but emphasised that Ministers do not understand why rolling
stock suppliers appear to promise what they cannot deliver. Moreover, Ministers
remember these problems when they determine the next round of investment,
despite rail’s great advantages in delivering for climate change and economic
regeneration.
The rail industry often fails to recognise that it is in
competition with other transport modes, and that road in particular is working
hard on the key challenge of decarbonisation and the opportunity of autonomous
vehicles – “with comfy seats too”, he added.
He said that the industry can and must do better. If it
does, it is pushing against an open door in terms of building customer
satisfaction, adding that the new sleeping cars are very comfortable and are
timely as people are increasingly talking about “flight shame” and “rail
bragging”.
Bill cautioned that the current UK rolling stock boom can
only lead to bust. The programme represents approximately 50 per cent of the
current fleet and, although some of these trains are intended to increase the
fleet size, procurement at anything like the current rate would surely lead to
a nominal train life of some 14 to 20 years, with a terrible embedded-carbon
impact.
Bill moved on to what he called the compatibility challenge
– gauging, EMC and power. He did admit that government is at the heart of the
challenge, as incentives between the infrastructure manager and the train
operators had often been misaligned. He illustrated the problem of misalignment
when he talked about gauging, a process that had become unnecessarily
complicated, adding delay and cost as Network Rail had been incentivised to
measure the gauge but, if non-compliant, was not incentivised to fix it.
Scotland’s CP6 high-level output specification required Network Rail to develop
a Scotland-specific gauge and, over five years, bring the railway into
compliance.
Bill concluded by speculating that the output of current
reviews might well recommend simplified processes, aligned incentives and
joined up railway undertakings. Such a move would lead to problems and issues
falling away as people tackle problems in teams.
Bill’s insightful remarks were in stark contrast to the afternoon keynote from a representative of the DfT, whose bland comments contributed little to the day’s deliberations. As parliament was due to be dissolved two days later, perhaps it was a case of early onset purdah.
New Train Introduction
The main sessions covered the challenges faced by teams
introducing new trains onto their parts of the railway, with very different
presentations from Govia Thameslink Railway (GTR) and Siemens, CAF, Direct Rail
Services (DRS), Irish Railways and Abellio Greater Anglia (AGA).
GTR/Siemens Class 700
Dave Hickson from GTR and Hans Benker from Siemens reviewed lessons from the Class 700 fleet introduction onto the Thameslink routes, as seen above. This was the second biggest individual order in UK history, a total of 1140 vehicles made up into 115 trains, in a programme from start of procurement to final delivery lasting over ten years.
The sheer length of the programme brought its own problems.
For example, it was only six years after procurement started, and one year
after contract placement, that GTR was appointed, and the opportunity to
influence important aspects of the train design had passed. Details, such as
aspects of the cab design, led to issues with signal sighting that caused
additional infrastructure cost.
In his presentation, Dave Hickson also highlighted the lack
of retractable shoegear, which was vulnerable on OLE sections not used to
seeing trains designed for third-rail use – high ballast and shoes don’t mix
well and the track team had to learn to keep the ballast below the lower gauge
envelope.
That said, the complex programme was successful in that the
last train rolled off the production line on time in 2018 and, by October 2019,
the trains had accumulated more than 32.5 million fleet miles.
With such a large fleet, two new depots, many new stabling
points and dependency on the Thameslink infrastructure programme, there were a
huge number of risks to manage. Offsite testing at Siemens’ test track was
highlighted as a key benefit, something noted by others, but it was emphasised
that offsite testing was not a substitute for the rigours of passenger
operation.
As was seen during the aftermath of the May 2018 timetable
‘challenges’, driver training was a major challenge, both for stock and route
learning. Stabling was also a major challenge during the transition process,
when there were more trains on the network than usual. Also, Dave Hickson
recognised the benefit of fixed formation trains for capacity but they lack
flexibility; a defect in a cab cannot be “hidden” in the middle of an eight or
twelve car formation.
Hans Benker highlighted the benefits and challenges of a
software-driven train, in particular that Siemens can monitor service trains
from the depot and improve predictive maintenance by collecting additional
data, for example, door currents. The focus shifting from hardware to software
does mean that adjustments are needed by both operator and maintainer since
every train has a collection of sub-systems, each with their own operating
system, application and communications interface.
Keeping software up-to-date is significantly affecting how change control is managed, needing a changed approach from both his organisation and from GTR the duty holder. He also reported that, whilst the configuration management system in use for the Class 700 trains has been superseded within Siemens, the old system has been retained for Class 700 in order to minimise risk.
CAF Caledonian Sleeper
Graham Taylor from CAF described the challenges of
introducing the Caledonian Sleeper vehicles with passing reference to other
fleets and some of the challenges brought about by the rapid growth of CAF’s
business in UK. The Caledonian Sleeper fleet is just 75 vehicles, with four
different variants within the fleet. However, they are amongst the most complex
trailer coaches ever built and, although the fleet size is small, and there are
just two Up and two Down trains per night, it is a complex operation.
Each Down train consists of 16 coaches and splits en route;
the Edinburgh/Glasgow Lowlander at Carstairs and the Inverness/Aberdeen/Fort
William Highlander at Edinburgh. Similarly, the Up trains combine at the same
locations. For the Highlander, some of the carriages from the Up services
return from Edinburgh on the Down services. The Edinburgh splitting/joining is
particularly complex, with some 22 moves being carried out each night.
Graham outlined some of the challenges that faced CAF as,
effectively, a new supplier to UK heavy rail with little background in working
with UK processes, particularly authorisation. The client had specified a
bespoke and very specific design aspiration which was to be applied to a new
vehicle platform. Moreover, some of the required standards specifically
applicable to sleeping vehicles had not been used before and they were being
interpreted for the first time. Examples were the emergency escape
arrangements, and the control of heating and air conditioning to eleven
individual compartments to very stringent limits. Finally, the stakeholder
group was unusually large.
Some apparently simple activities became complex. In some
instances, the vehicles could not be shipped to locations with rails, or their
destination was unsuitable for lorry delivery, leading to complex logistics.
Finding space to commission and test the vehicles was a
challenge – as an example, space was found for the TPE Mark 5 fleet in the
former Manchester International depot built for Channel Tunnel night stock.
Although this is alongside the Alstom maintenance facility (Mark 5 carriage
maintainers), it was on the other side of a busy main line. Hence, a move from
one location to the other could take up to four hours.
Space constraints led to offices being up to a kilometre
away from the site of works and even Brexit intervened and some part-finished
vehicles were delivered early to avoid 29 March.
Graham highlighted at least one bright spot in that CAF had
fewer problems resourcing enough field engineers as they could draw in CAF’s
Spanish and other international workforce, which brought both new ideas and
some challenges in that the international workers had to learn the acceptable
UK practices. He also warned that the impending application of HM Revenue &
Customs’ IR35 rules to private sector employers might create some issues for
hiring temporary labour.
Testing and commissioning of the Caledonian fleet was very
involved, mainly due to the extensive operational network and despite the small
train numbers. There was significant testing required, both of the carriages
and their integration with the electric and diesel locomotives, and pathing was
a significant issue on many parts of the railway.
Developing the test safety case was the responsibility of GB
Railfreight (GBRf), which has the contract to be train operator for the sleeper
service and so is the duty holder. GBRf, Caledonian Sleeper and CAF staff were
all involved in the tests. Fortunately, some of the fault-free running was
carried out on Spanish Railways, which reduced the requirement for paths in the
UK. Graham was also pleased that CAF’s software philosophy of modular software
linked to the train platform’s TCMS software, and a well-established internal
software development team, leads to rapid deployment of regression-tested
modifications where they are required.
Finally, Graham remarked on the acceptance/authorisation process, which requires a huge volume of soft deliverables, interspersed with different interpretations, sometimes a lack of alignment of goals. Also, signing a train off as safe and fit to run is certainly not the same as having a train fit to offer a high-quality service to demanding customers night after night. Fortunately, the trains are all now in service!
DRS Classes 68 and 88
Andy Martlew from DRS talked about the procurement and
authorisation of Class 68 and 88 locomotives. His approach was refreshing. He
believed firmly in engagement and relationship building with the supplier, with
the operating staff and with Network Rail, that assurance is something that
needs to be planned as part of the design, development and testing process, and
that the customer – the Railway Undertaking (RU) – should be helping the
manufacturer to succeed, especially where the manufacturer has limited UK
experience.
He said he had been involved in vehicle procurement in
British Railways and, as far as possible, had employed the same behaviours.
Andy talked particularly about the Network Compatibility
process, emphasising that the RU must deal with this and, whilst elements might
need to be done by others, the overall responsibility cannot be sub-contracted.
This is particularly challenging for a freight operator that might want
virtually nationwide compatibility. Once again, he emphasised engagement with
Network Rail.
Using the example of gauging, Andy outlined how he worked
with Network Rail to resolve an initial list of nearly 5,500 “tight spots” by
prioritising, assessment and, if absolutely necessary, by modifying the locomotive
gauge or by fixing the tight spot.
Andy stressed the importance and value of off-network
testing. This allows a much shorter testing programme on the UK’s crowded
railway; a recurring theme of the seminar.
Placing the locomotive into service involves the
engineering-operations risk assessment to ensure everyone understands the
residual risks, that they are reduced to ALARP (as low as reasonably
practicable) and that those responsible for controlling them understand their
responsibilities, especially those exported to the operator from the design and
construction phase.
Andy said that train crew and maintenance staff training is
a much bigger challenge than many realise, and it is important to hold their
hands to help them get the best out of the new technologies; it comes down to
engagement once again. He also said that warranty/initial spares lists are only
ever a guess and the use of spares should be monitored carefully within the
warranty period to prepare for the end of the warranty.
Things can and do go wrong, leading to what Andy euphemistically described as “in field product development”, especially with brand new designs. Which is when the relationship built with the supplier pays off!
A view from over the water
Peter Smyth, Irish Rail’s chief mechanical engineer,
presented his experience of buying new trains. Irish Rail is state owned but
organised into two accounting groups – Railway Undertaking and Infrastructure
Manager. Irish Rail is roughly a “medium size TOC”, carrying nearly 50 million
passengers per annum with a fleet of 900 vehicles.
It has purchased over one billion Euros worth of rolling stock since 2000 from Europe, Asia and the USA. Two tenders are currently in progress for electric/battery electric vehicles for an expansion of the Dublin Area Rapid Transit network and for additional vehicles for diesel units bought from Hyundai/Rotem.
Peter outlined the process used in Ireland which will be
familiar to anyone who works in an organisation that owns and operates its own
vehicles; specify, procure, design, develop manufacture, delivery and into
service over a period of approximately five years. He emphasised the importance
of the specification – “if it’s important to you, include it in the
specification”.
He added that the most reliable trains delivered on time and
from the shortest specification were those from Japan. He highlighted
particular issues he faces in a country with no rolling stock builder, often
having to work with suppliers building for Ireland for the first time and the
difficulty of getting any significant off-site testing due to Ireland’s unique
1600mm gauge.
Peter always appoints an On-Site Representative (OSR) to act
as his eyes and ears on site. He emphasised that the OSR needs to have the
engineering and production skills to ensure that manufacturing is carried out
strictly in accordance with the design in factories where, perhaps, practices
might be “a little different” from those usually seen in Europe. He further
emphasised that sub-contractors must be included in the OSR process as many of
them are building critical and large sub-assemblies.
He has had great success with the ‘permission to ship’
process, whereby quality control and resolution of snags had to be complete
before shipping and that “no permission to ship = no shipping” even if the ship
is at the dockside. Shipping trains halfway round the world can mean that a
large number of vehicles arrive at once and to accommodate them whilst they are
commissioned can be a challenge.
Irish Rail’s trains need to be authorised to enter service by the Irish NSA and Peter, like many others, emphasised planning the process carefully and starting it early.
Training and Stabling
Steve Mitchell from Abellio Greater Anglia presented the
scale of AGA’s challenge in getting trains, depots and stabling ready for
service and training the drivers. AGA is replacing its entire fleet, but Steve
confined himself to the Stadler bi-mode and electric units; 24 four-car and 13
three-car units of the former and 20, 12-car units of the latter. At the time
of presenting, the bi-mode trains had started to enter service, operating in
diesel mode only.
Starting with depots, Steve explained that plan A had been
for a depot at Manningtree, but further work showed that the site was unsuitable
to get trains into and out of service, even if the site could have been
purchased and developed. Instead, the decision was taken to upgrade the
existing Norwich Crown Point depot, which was already a busy place. It was
challenging to carry out all the modifications in a working depot and many
trains in the legacy fleets were transferred to other depots for maintenance.
Steve also highlighted the challenges of maintaining long
trains, especially in a depot never intended for trains of that length. There
needed to be changes to AGA’s contract with train suppliers because of the
changed plan, and Steve highlighted conflicting requirements hour-by-hour,
leading to uncertainty for many people. This was further complicated by there
being many different parties in one place, namely AGA’s project team, AGA’s
train supply agreement team, AGA’s legacy fleet management team, Stadler’s
commissioning and warranty team, and Stadler’s technical support team.
Steve provided a long list of lessons learned, including having
the contracts for the depot civil engineering in the franchise conditions
precedent, managing changing plans on a stopwatch not a calendar, involving the
train manufacturer in the depot design review, and avoiding using a working
depot (if possible). Steve also recommended not underestimating the “people
piece” and having a very clear structure to deal with arising issues (is your
governance fit for purpose?) and avoiding long fixed-formation trains (another
recurring theme).
Stabling
Steve turned to stabling. Again, the plan changed 18 months
into the franchise. The original plan was for four trains to be in
commissioning at any one time. However, this changed to having to store almost
all the new fleet, as well as almost all the existing fleet, at the same time.
This led to a demand for a large amount of stabling space, which AGA achieved
by partnering with the Mid-Norfolk Railway and by recommissioning the Wensum
sidings, close to the depot – altogether, about 5km of siding space.
Moves between sites were more frequent than had been
expected, the planned-for simple workflow turned into more, and seemingly
random, moves. Finding space for 12-car trains was particularly hard and, in
order to move trains, there needed to be space to move them into, leading to a
requirement for even more space. All the extra movements also required more
drivers than had been expected.
Having the entire new fleet in the UK “on standby” was not
easy, but led to production not being on the critical path. However, access to
the trains needed to be maintained and Steve recommended that stabling sites
should be configured so they can also be used as work sites, at least for
interior modification/commissioning work.
And then there was driver training…
Steve said that the plan was for Part A – simulator training (three days) starting in October 2018, Part B – stock handling (one day) in February 2019, and PTI, plus use of the in-cab platform CCTV system and train despatch (one day), also in February 2019. This would have delivered 10 to 16 trained drivers per week, enough for the May 2019 timetable while keeping driver training off the critical path and avoiding the “three-month refresh”. AGA planned to use the contractual fault-free running (FFR) process as part of driver training.
In reality, there was a delay in having a train ready for
driver training, leading to a large number of drivers who had been Part A
trained, but who could not do Part B, causing “re-training due to three
months”. Even when trains were available for part B, the automatic selective
door-opening system was still not available and a catch-up plan was needed.
Experience dictated that additional meet-and-greet support was required,
leading to the question “is one day’s road handling enough”? Finally, training
was sometimes cancelled due to no units being available. As a result, driver
training became near critical path.
Steve reviewed the lessons learned on driver training,
especially the need for very close liaison between the project and operations
teams on train status for driver training. He also said that the notion of
using AGAs drivers for FFR was good, but more contingency was needed to make
that arrangement truly effective. The plan for efficiency was good, but in
practice there were not enough drivers or trains at the right time to make the
plan truly effective.
In summary, Steve emphasised flexibility, discussion and
contingency – and don’t buy 12-car fixed formation trains!
To follow
This presentation by Steve Mitchell concluded the session on
individual train classes that have recently been introduced onto the network by
the train operators.
There followed a series of presentations by the Rail
Delivery Group, infrastructure owner Network Rail safety organisation RSSB and
rail regulator, the Office of Rail and Road (ORR). Malcolm’s report on these
presentations will be found in next month’s Rail Engineer (issue 181, January
2020).
Every two years, the signalling industry showcases its achievements, innovations and challenges under the umbrella of the Institution of Railway Signal Engineers (IRSE) ASPECT conference, which this year was held in October at the Technical University in Delft, Netherlands.
Founded in 1842, the university has a Department of
Transport Operations and Management, where Prof Dr Rob Goverde heads up railway
operations and engineering. Resilience engineering and safety management can
also be studied – very pertinent with the increase in passenger demand across
the world’s railways.
George Clark, the IRSE president, emphasised that
engineering, operations, cyber security and skill sets are all part of
obtaining resilience. The recent UK power outages, which lasted only 15 minutes,
caused train service disruption for several hours, an example of resilience not
being effective.
Resilience in many forms
Wim Coenraad, a past president now working for Movares (a
Dutch rail consultancy), spoke of the need for ‘business continuity’ as a means
of keeping the railway running when large scale disruptions occur.
A power failure in Switzerland, during which back-up
supplies and a diesel generator did not function as planned, resulted in delay
to 1,500 trains and 200,000 passengers, with compensation of three million
swiss francs (£2.3 million) being paid out. It can be an expensive business
when things go wrong.
Learning lessons is all important, so companies should try
and stabilise the situation, aim for a skeleton service, load share if possible,
not overwhelm staff with information and focus on the essentials.
Managers need to try and analyse the risk of unimaginable
consequences by understanding the operational, information and signalling
technologies. They should try to put these together into a disaster recovery
plan based on security and contingency planning, creating a scenario for the
predictable that includes a crisis and emergency centre and having staff
trained with empowerment to act should be part of the safety culture.
On the same theme, Andrew Love from SNC-Lavalin talked on
‘The approach to planning for things that might not happen’. An example would
be a national emergency such as a pandemic flu outbreak where more than 1.13
per cent of the population is likely to die.
Staff absence in any such emergency would be a major problem, so having alternative suppliers on tap for catering and cleaning would be an asset, as would staff being equipped to work from home. Companies must be aware of the power of social media for the communication of information and test the resilience of their systems if possible.
Disney Schembri from Siemens spoke of climate change and the
growing risk of extreme wet weather and flooding, of extreme heat and potential
rail buckling, of the associated crowd build-up at stations and the general
impact on people. With half of all rail travel being commuting to work or
education, there is predictable frustration if trains are cancelled or late.
Intelligent monitoring systems need to include drones,
cameras and soil sensors, while plans for entry and egress at stations,
particularly at peak times, has to take advantage of personalised smart phone
technology. Much of this has commercial implications which may be more
difficult to solve than the technical issues.
Filling the skills gap is another resilience factor, with 30,000 apprentices required in the UK by 2022. Such a programme will need funding of £206 million per year plus an element of government support, a significant sum for the industry to find.
Resilience in design
Building ever-larger control centres (ROCs – Rail Operating
Centres – in UK speak) is seen as designing-in resilience, according to Victor
Abbott from Jacobs Australia. The ability to work in Normal Mode, Degraded Mode
and Emergency Mode is necessary to take into account technical, customer,
operator and external factors.
A ROC should be able to respond to all situations through a
developed framework using a hierarchy of control. These can be different
depending on the type of railway – a metro needs a local centre, an intercity
railway – something for the entire route, and smaller countries can have just
one centre for its entire network. Whichever solution is selected, the controls
should be capable of managing track, rolling stock, signalling, telecoms,
power, buildings and external factors. Having different control interests in
different buildings creates a silo effect and does not stack up, as data and
visual integration is essential.
Alexandra McGrath from VicTrack Australia spoke of experiences
in Melbourne, where the 1970s city loop now cannot cope with passenger numbers,
resulting in bottlenecks and the signalling struggling to perform. A major
control centre failure in 2017 resulted in a backlog of trains and took several
hours to recover since the crowd build-up prevented staff from getting to the
emergency control centre. Lessons learned from this include a twice-daily
information update, much improved liaison with other forms of transport, the
removal of level crossings and a detailed exercise to compare the conventional
and resilience approach to engineering elements.
Keith Upton of Atkins questioned the value of the Network
Rail GRIP process (Governance of Railway Investment Projects) as being too
project-management biased. The eight stages are output definition, feasibility,
option selection, single option development, detailed design, construction test
and commissioning, scheme handover, project close.
He suggested that many of the early stages should be a tick
box exercise, but was concerned that the present culture leads to prolonged
dissent resulting in delays, overruns, budget overspend, contract disputes and
cancellations.
While he accepted that capturing requirements is important,
he noted that stakeholders are not always obvious. An assurance process made up
of ‘technical stage-gates’ would be more applicable and would explain to
everyone what is actually involved without it becoming too bureaucratic. Recent
project “fiascos” could have been averted.
Resilience in engineering
Can the IoT (Internet of Things) assist the resilience of
older technology, questioned Bob Janssen from Siemens Netherland?
A solid-state interlocking imports and extracts lots of data
to and from the outside world, and this could be used to monitor performance or
potential problems. Taking a shunt signal as an example, measuring voltage and
current is easy but how about supplier, wiring, identification, point status
and protection?
Such enhancements would allow the data to be enriched beyond the interlocking, enabling a minute-by-minute state of the railway to be exported to a dedicated server, accessible to approved third parties. With clever algorithms, a particular failure could be calculated for the impact on the whole rail route.
Providing resilience whilst upgrading a railway is a
challenge. Ian Jones from Siemens UK quoted the London Underground’s Victoria
line, the Thameslink transition to ETCS and ATO, the S-Bane refurbishment in
Copenhagen and the Riyadh metro. All of these projects introduced complex
software that failed to perform as expected.
A soft migration strategy requires regular testing with the
ability to go back before finally adopting. Participation by all levels of
management helps to give confidence to both in-house engineers and the
suppliers. In Riyadh, a dedicated, circular test track facilitated testing of
all operational aspects, including environmental controls.
Capacity challenges
Railways worldwide are seeking to increase capacity without
having to build expensive infrastructure. The greatest challenge is with metro
and suburban lines but additional capacity is also needed elsewhere.
Aaron Sawyer from SNC-Lavalin described the situation at
London Heathrow Airport terminal 5. This has a rail link to connect the main
terminal building with its satellites at T5A, B and C. Built as a two-track
transit system, the initial operation used two trains, one on each track,
shuttling up and down.
However, this proved insufficient to handle the number of passengers boarding or alighting from ever-larger aircraft. A four-train operation was therefore devised, with up and down lines and crossovers at each end. It sounds simple, but could be fraught with problems if things go wrong, and how to test it?
The solution was an N-gauge scale model using COTS
(commercial off-the-shelf) components, including a Raspberry Pi processor, all
connected on an Ethernet backbone. Whilst clearly not failsafe, the operators
acted out real situations in an off-site location. It has worked well and built
confidence in controlling the full-sized system.
The upgrade of London’s Victoria line using a fixed block
‘distance to go’ radio system to achieve 36 tph (trains per hour) has been a
remarkable achievement, but staging the introduction to build up to that level
and not trying to achieve it in one go was a sensible precaution.
On the Sydney suburban network in Australia, a 375 million
annual ridership is continuing to grow. Increasing capacity includes using ETCS
Level 2 with axle counters and a traffic management system, which means a
completely new way of working for 4,000 of the network’s 10,000 employees.
To plan for this, studies were made of similar situations
around the world. An integrated and collaborative approach between engineers,
operators and suppliers was thought to be essential, with configuration of
standard products ensuring there would be no bespoke supplier lock-in.
The need to achieve early wins for the customers was
important, but getting into the details too early could have led to an unmanageable
situation, so services were introduced incrementally on a progressive
deployment basis. Maybe that could be something for Crossrail to consider?
Japan has one of the world’s most reliable railways, but it,
too, is struggling with capacity challenges. Yoichi Sugiyama from the Railway
Technical Research Institute explained that, in the logical sequence of
timetable » operations control » train control » signalling systems, managing
capacity relies on knowing exactly the time and location of every train (not
just at stations) and leads to a speed-control system that matches the
operational control. This allows routing and revised timetabling to be
calculated constantly, so as to optimise headway.
ERTMS
Every signalling conference must have an update on ERTMS/ETCS. At ASPECT, much was made of the ‘Hybrid Level 3’ concept, whereby existing track circuits or axle counters are retained for trains equipped only with Level 2 equipment. However, full Level 3 trains – those whose train integrity can be guaranteed – would take advantage of Level 3 operation, including moving block and closer movement authorities.
Freight trains, which on occasions can become uncoupled,
must be proved complete and must operate to Level 2 rules, with more limited
movement authorities.
Many railways are considering this solution, including the
Netherlands and the UK, but as yet no such system is in operation. Delft
University has made some calculations based on a particular route.
Increasing capacity by just increasing the number of trains
under the existing legacy signalling system would give 104 per cent
utilisation, meaning the timetable could not operate. Switching to Level 2 ETCS
would give 90 per cent utilisation, while Hybrid level 3 would bring it down to
84.7 per cent, allowing an extra two trains to run.
The often-mentioned problem with freight trains is proving
their integrity. With continuously braked freight trains, it might be thought
that this should not be a problem, as a split train would result in an
emergency brake application in both parts of the train. However, if the
locomotive compressor was able to overcome the resultant brake pipe leakage,
the front part of the train would be able to travel some distance from the
separated rear part of the train. Although unlikely, such eventualities have to
be considered.
One might ask why signal engineers should be responsible for
proving train integrity, when fundamentally it is a rolling stock problem, but
anyone who can invent a train proving system for freight trains that is cheap,
safe and practical would become an entrepreneur of note.
The progression to ERTMS seems inevitable, but it will take
many years to get nationwide implementation in the larger countries. Karel van
Gils, innovations director at ProRail (the Dutch equivalent to Network Rail),
says it will not be achieved until 2050, assuming the necessary funding
continues – €2.5 billion was allocated this summer. It will need a change on
how the railway is managed, with systems needing to be procured on a partnership
basis.
Full ETCS Level 3 may not yield the benefits that are predicted according to Maryam Akbari, an MSc student with Mott MacDonald. Eight challenges were listed:
operation of level crossings, stations and
different types of trains;
train integrity, as previously mentioned;
optimising the migration path from legacy to
Level 2 to Level 3;
recovery from degraded mode working and the
different ways of determining train position;
executing maintenance arrangements –
possessions, work zones and hand-backs with assurance of clear tracks;
level crossing protection if communication is
lost;
life cycle costs and managing train borne kit
and software updates;
deployment of ETCS in busy station areas where
communication paths may be limited.
All of these are real constraints, plus they don’t answer the question of what to do about GSM-R. This is a problem that is perpetually overlooked by signal engineers and operators, but it is a major challenge and will involve significant expense. The future radio options must be considered right now.
Level crossings
Level crossing design and operation remains a controversial
subject. Maarten Bartholomeus from ProRail believes that ETCS can improve
crossing performance simply because, as the position and speed of trains will
be better known, which will improve calculation times for when barriers have to
close. Enhanced pedestrian information could also be added, by providing a
display screen showing an illuminated approaching train image with a yellow
light indicating a risk to cross.
When things go wrong, failures can close the barriers for
long periods and cause significant disruption. With ETCS, it should be possible
to keep the barriers up but restrict any train movement authority to that point
and show a ‘Not Protected Crossing’ indication on the driver’s display. Once at
the crossing, extending the movement authority under a caution approach would
be possible.
Most major cities have eliminated level crossings over time.
However, while London still has 13 and Berlin 46, 620 still remain in Tokyo’s
inner city, causing both road and rail challenges.
Measures to decrease accidents are succeeding through
improved crossing protection and activation systems. Conventional obstacle
detection using laser and LiDAR is expensive (€120,000 per crossing) and LiDAR
cannot always detect low level objects.
As an alternative, high level infra-red cameras with a dual
vision processing unit are giving encouraging results, according to Ryuta
Nakasone from Japan Railways. The system retains an image of the crossing in
ambient conditions that is compared with the real time image when a train is
due. The technology is proven to work in rain, snow and in the hours of
darkness without artificial lighting.
The proliferation of level crossings on Japan’s
non-Shinkansen lines has led to modularising the analysis, design and
operation. Known as the Functional Resonance Analysis Method (FRAM), it
involves devising software logic for different crossing scenarios, all aimed at
improving workability and maintenance.
Three basic elements exist – train detection layer, train
tracking layer, warning layer – all of which are adapted for individual
crossings.
Human Resources
Human factors were a major influence on the introduction of ERTMS on the S Bane network in Copenhagen, according to Amanda Elliott from Innovace Design in the UK. The project was complex and needed new operational rules, a changed safety management system and proof of confidence to deliver operational performance.
Human factors testing was necessary to check whether staff
could handle both normal and unusual operating conditions. 240 test cases were
devised, based on real life scenarios in class room conditions. Observers
watched how staff reacted, with results marked as P = Pass, D = Difficult, F =
Fail (also TF = technical fail, if the equipment did not perform as expected).
The tests were followed by an improvement cycle with debrief
and feedback, the collation of findings, improvement actions, re-testing and
closure. While initially suspicious, staff came to appreciate the usefulness of
the exercise, learning that, in any degraded mode operation, they should not
focus too much on ‘the rules’ for a pragmatic solution.
Undertaking even simple projects where all parties need to
reach agreement can be fraught. The provision of a multi-duct cable route in
Melbourne was an example described by Alexandra McGrath. Establishing an
organisational structure is vital to identify conflicting interests and who
specifies what. Many contradictions appear, as actions that are forbidden by
one person are required by another.
Empowering a key person from each stakeholder is a key
requirement. The management team needs to map the problem, ask the right
questions, listen and watch reactions, don’t contradict or override and be
aware of national and workplace regulations appertaining to safety and legal
issues.
Innovation
Is innovation the key to unlocking performance and capacity
challenges?
Distinguishing between ideas that have a realistic outcome
and those that are never likely to see the light of day is important. ASPECT
yielded some novel thinking, but readers must decide for themselves whether
these ideas and concepts are worth pursuing.
Jeong-Ki Hong from Rail Research Korea described the KRLYNX
concept, which links interlockings with outstation subsystems entirely by IP
communications using a closed network and an internal ring around the
interlocking.
An IP control unit, that replaces the conventional relay
interfaces, would have the capability of communicating to points and signals up
to 40km away while the system has to be capable of verifying safety and
reliability requirements.
The IP interfaces would use a maximum telegram length of
1023 bytes, including the header and payload, and an IP address for each device
would need to be allocated.
Interoperability testing with three manufacturers’ products
on a dedicated test track has been undertaken in 2019. Standardisation,
improved life cycle cost and protection against a supplier going bankrupt are
the benefits claimed.
Joāo Martins from EFACEC of Portugal saw IP and the maintenance of safety standards as a challenge where formal verification of SIL 3/4 software systems to EN50128 has to be maintained. Initial testing, using standard verification techniques on a Frauscher axle counter within a high-level signalling system, looked promising.
A controversial concept by Matthew Slade from CPC Systems is
to create virtual control centres using cloud computing. The control centre
hardware would be provided by a third party (Amazon?) to which applications
such as TMS, SCADA and signalling controls would be connected, either by a
dedicated fibre, if sufficiently close, or by the internet. The railway would
benefit by having less hardware to maintain.
However, such a significant cultural shift would mean thinking through lots of issues. Would it be more reliable, would the comms diversity be robust enough, could the cost of maintaining the interfaces outweigh the cost benefit, cyber security and service level agreements could be troublesome? Above all, would the business case stack up, even if renewing out-of-date control centre hardware?
Virtual Coupling of trains keeps cropping up as the ultimate
in track utilisation, whereby movement authorities to one train are sent to
subsequent trains at the same time, thus all trains move simultaneously.
Egidio Quaglietta from Delft Technical University has
researched this and recognises there are significant factors involved.
Different train characteristics, diverging junctions, no operational
principles, proving the technology and safety would all be major challenges.
With ETCS Level 3 and moving block, the separation of trains on a high-speed
line would be about four kilometres, and virtual coupling would improve on
this. However, for lower speed lines, the advantage of coupling compared to
Level 3 becomes minimal, so perhaps an idea best forgotten!
More hopeful is the idea of Vehicle-Based Train Control,
whereby train movements are initiated and controlled by the trains rather than
a manned control centre, so says Ying Lin from HollySys in China.
Aimed primarily at the metro market, each train would have
provision for Automatic Train Supervision (ATS), Objective Controller Server
(OCS) and a VOBC (Vehicle On-Board Controller) comprising Automatic Train
Protection (ATP), Automatic Train Operation (ATO) and its own communication
management.
The system relies on a digital map, showing where every
train is at any point in time, enabling communication with every other VOBC
every 250msec. Trains generate their own movement authority for the intended
route and direction.
Other innovation papers included:
Valise – a virtual balise system based on comparing real forward-facing images with retained digital images of the track ahead – a separate article in Rail Engineer on this concept will be written during 2020;
Electronic Track Relay – being designed to improve track circuit performance, where leaves, bad insulated joints and limited rail running area can cause failures – Harm van Dijk from Movares in Holland believes that an electronic relay can improve monitoring and diagnostics and thus make failures less disruptive;
EULNYX – this project has existed for some time, aimed at standardising the interfaces in signalling architecture to allow subsystems to be ‘uncoupled’, in other words to prevent ‘lock in’ to any particular supplier. The vision, according to Bob Janssen from EULYNX Netherlands, is a standard set of data preparations to achieve automation of tedious design tasks, easier simulation of a signalling system including ATO and formalised testing.
Summary
In any review of a three-day conference, it is impossible to
report on every paper and discussion. In addition to the topics reported, many
improvements to how signalling projects are designed and implemented emerged,
including automated verification of signalling data (Systra UK), point
condition monitoring (Balfour Beatty), how to manage transition staging during
a project implementation (Shard Group Australia) and off site testing when
disparate systems are employed (Siemens UK in connection with Crossrail).
Cyber security, and the factors that can influence it,
featured in a number of sessions, but this subject deserves a separate conference.
The one disappointment was the absence of any telecom or
radio presentations especially when the T in ASPECT refers to
telecommunications (ASPECT = Automation, Signalling, Performance, Equipment,
Control and Telecommunications).
Hopefully, this review will provide a flavour of the topics
while sufficient descriptions are given to enable a drill down into the
organisations and suppliers mentioned if further information is needed.
Well done the IRSE for staging this truly international
event!
Rhomberg Sersa’s exercise in lateral – and longitudinal – thinking.
For the last twenty years at least – and maybe more – the
railway industry has been receptive to ideas from other industries. Railway
engineering is undoubtedly specialist, but far less specialist than many
traditionalists may think.
In this article, Rail Engineer looks at how ideas, seemingly
outrageous in the rail context, can solve the management of difficult
engineering sites, many of which have been forever wearily shunted into the
‘rather difficult’ pile.
For example, driving a tunnel in a mine poses a few basic
and obvious problems. One problem is “How do you excavate the material ahead of
you?” and this leads to the next which is “What on earth do you do with the
spoil once it’s been dug?”
The reason why the latter is of interest in this article is
because a tunnel is linear and it’s confined.
There’s a similar scenario in our industry and it, too, has the same basic problems. This time, think of a single line railway. It’s linear and it also is confined. Digging out the formation ahead is fairly straightforward. Managing the transportation of the material through the linear site and disposing of the spoil is not.
The dustpan and brush
The tunnel industry came up with a simple solution. It
developed a compact machine that ran on caterpillar tracks and which had an
excavator at the spoil end, a chute between its crawlers and a conveyor belt
that raised the spoil up to the level of other conveyor belts in the rear.
So, job done! Keep feeding the conveyor belts and the spoil
problem is sorted – a bit like a large dustpan and brush.
The seeds of the idea were taken up by the railway industry
in Europe, which looked for a solution for relaying single lines, but, because
this is the railway and because there are rails involved, matters were a little
more complicated.
Happily, two items of kit have now been introduced to the UK
by Rhomberg Sersa to allow a very elegant solution. Both items make use of
caterpillar-type tracks to free them from the strictures of the rails. The
tunnel-derived machine – the dustpan and brush unit – is known as the ITC-BL4.
A companion machine is the MFS+ (a type of On-Track-Machine) and both of them,
along with a UMH (Universal Materials Handling wagon), form the basis of
Rhomberg Sersa’s ‘Machine Group’.
The MFS+ machine is an audacious bit of engineering that
allows what is basically a standard MFS (Materialförder- und Siloeinheit, or
‘mineral conveyor and storage unit’) high output conveyor/hopper wagon to lift
itself clear of the running line and then to wander off into an excavation. It
then snuggles up to the ITC-BL4, which is busy scooping up spoil, assisted by
conventional dozers, dispatching it into its chute and then off onto its
conveyor belt. This spoil is taken back by the MFS+ conveyor and into its
60-tonne hopper.
The MFS+ then travels back to feed a rake of conventional rail-mounted MFS wagons which can either store the spoil for later discharge or, in conjunction with the third member of the Rhomberg Sersa machine group – the UMH – discharge it to other wagons for removal from site.
The ‘difficult’ sites are always with us
Before further detail, it may be useful to understand the
background to this ‘Machine Group’ and how it came to be in the UK. About five
years ago, Rhomberg Sersa entered into a joint venture as part of the S&C
North Alliance with a view to using some specialist equipment from Europe in UK
work sites in CP5.
It had been recognised that there are some sites on the
network that pose a real problem when it comes to relaying and reballasting.
The obvious sites are single lines, although single lines don’t just exist
between centres of population. They also exist in multitrack sections of a
railway.
Consider, for example, an island platform. There are two lines of way, but where they diverge around the platform, they are single lines. Where lines lead up to a flyover, these again are single lines. Locations with very wide wide-ways – again, these are effectively single lines, even though the parallel line is within sight and then, of course, there are single line tunnels. All these locations have been difficult to reballast/relay. They are not impossible, but efficient relaying has always been a challenge.
Even more challenging
Less obvious, but maybe even more challenging, are large
switch and crossing layouts. In the past, it has been necessary to relay half a
layout at a time in order for the spoil to be loaded to an adjacent track. This
causes problems with ensuring a precision fit of the two weekends’ work, both
for the main running lines and for the crossover road as well.
The Rhomberg Sersa group of machines allows an element of
unfettered lateral thinking – quite literally. No longer are engineers confined
by where the rails used to be. There is a clear playing field over which both
the ITC-BL4 and the MFS+ machines may wander. They don’t have to be in line.
They don’t have to be parallel with the railway.
The MFS+ machines can be manoeuvred in various ways
throughout the site to allow for the efficient loading by the ITC-BL4. These
wagons, even loaded with 60 tonnes of spoil, are surprisingly nimble, with
skilled operators performing a slow-motion ballet between the ITC-BL4 and the
main line of rail-mounted MFS wagons. Taking under five minutes to discharge
their loads, the MFS+ machines can be back in position to receive subsequent
loads without interrupting the ITC-BL4’s output.
The operation uses minimal operators – each machine has a
dedicated operator, supported by additional multiskilled staff that can
undertake operator or assistant-operator duties as needed, and all operations
are supported by qualified fitters.
All the machinery is self-sufficient with on-board lighting and are fitted with the latest dust suppression developments. There are no onerous cant or gradient restrictions that would preclude the equipment from anywhere on the national network and it can negotiate curves as tight as 150-metre radius.
The Rhomberg Sersa squadron
Rhomberg Sersa was allowed the use of Kingmoor Yard in
Carlisle by Network Rail to import, assemble and trial the machinery on siding
roads before going live on the national network. The site had pits for
maintenance and was well suited to the extensive experimentation needed to
check the performance of the machines.
From around February 2018, testing had been completed and
the machines could be planned to work throughout the network.
There are six machines that can travel throughout the UK.
There is the ‘OTP’ (on-track plant) ITC-BL4 which is transported by haulage
contractors by road. It does not need movement orders as it is not over-length
nor over-width.
The rail mounted ‘OTMs’ (on-track machines) are made up of two MFS+ units. These are recognisable as conventional standard MFS vehicles but with the addition of retractable caterpillar track assemblies. Finally, there are the three UMH wagons, all of which are transported by rail throughout the network.
Detailed planning
David Hardy is the project manager for the system. He has
seen the transition from fledgling experimental plant to trial certification. He
heads up a team of 16 staff in the UK which undertakes all of the planning,
compliance, operation and maintenance and includes machine operators,
supervisory staff and skilled mechanical engineers, who know all the
intricacies of the hydraulic, mechanical and electrical components.
It is his job to ensure that everything – machines and staff
– arrives on site in full working order, having been transported to, and
stabled at, one of the major railheads in the UK. These include Sandiacre,
Whitemoor, Basford Hall in Crewe and Miller Hill in Scotland, as well as
several others. Not the least of his tasks is to ensure that the kit arrives in
the correct formation and the right way around!
Having been lodged originally at Carlisle, the equipment now
travels throughout the UK to locations as varied as Inverness, Llandavenny in
the Newport area of South Wales and the Cumbrian Coast – all in the space of a
few weeks. This is coordinated from project offices in Doncaster and Wigan.
When the S&C North Alliance contract ceased at the end
of CP5, Rhomberg Sersa took the machine group in house and has become a main
contractor and a stand-alone sub-contractor to the larger clients – such as
Balfour Beatty, Babcock and Colas. In fact, Rhomberg Sersa has a plant hire contract
with Network Rail’s Supply Chain Operations (SCO), so a relaying contractor –
the client – books Rhomberg Sersa’s machines and then David’s team liaises
directly with the client to work through the fine detail and planning.
Audacious innovations
If there’s one thing to be taken from this review of
Rhomberg Sersa’s project, it is that, just when you thought that all the new
ideas from unrelated industries had been exhausted, someone comes up with an
audacious new way of working.
Taking rail wagons off the track and allowing them to roam
freely in an excavation is one such innovation. All the confines of a railway
line vanish. Network Rail’s Brian Paynter, programme director track, has called
it a ‘game changer’. This idea, backed up with some simple, but chunky, bolt-on
engineering, will lead to yet more ideas, because something has been shown to
be possible.
As the UK heads towards a general election, the Railway Industry Association (RIA) has launched its RAIL 2050 Manifesto, setting out the industry’s key asks. The Manifesto, which looks at how the UK can develop a long-term, sustainable rail industry over the next 30 years, calls for the political parties to provide:
Development of a long term, 30-year strategy
that promotes private investment;
The smoothing of ‘boom and bust’ in rail
infrastructure and rolling stock investment, and improvement to the visibility
of upcoming enhancement upgrade projects;
A better balance in the train fleet between new
and upgraded trains;
Decarbonisation of the railway, through a
rolling programme of electrification for intensively used lines and by using
battery, hydrogen, bimode and trimode technology for other lines;
Digitalisation of the railway through deployment
of modern digital signalling technology;
Commitment to major rail projects including HS2,
TransPennine Route Upgrade, Northern Powerhouse Rail, East West Rail, Midlands
Rail Hub and Crossrail 2, amongst others;
Government to work with the rail industry to set
priorities for innovation and collaboration between rail organisations;
Government to consider the role of the rail
industry as a key UK exporter, when developing new trade agreements.
Darren Caplan, chief executive of the Railway Industry
Association, which represents over 290 companies in the rail industry, said:
“As the UK heads to the polls on 12 December, transport, and in particular, the
future of rail, is one of the issues the political parties need to consider if
they want to build a country with a world-class economy and best in class
connectivity.
“RAIL 2050 – the Railway Industry Association’s Manifesto –
has been developed with the input of our rail supplier members, to set out our
vision for a long-term, sustainable, rail network that works for customers,
taxpayers and the wider economy.
“Our call to the next Government, whatever its political
hue, is clear: we need a strategy not just for the next electoral cycle but for
the next 30 years, which ends ‘boom and bust’ in rail funding, balances the
train fleet with both new and upgraded trains, and which digitalises,
decarbonises and delivers the range of major projects we need to increase capacity.
This strategy also needs to help promote greater innovation and collaboration
in the sector, whilst developing rail as a key part of the UK’s exports and
overseas trade offer.
“Whilst we look forward to seeing each of the political
parties’ manifestos as they are published over the coming weeks, all of us in
the railway industry need to make the case for building world-class rail at
home and abroad both before and then when a new Government is finally elected
in December. With the Williams and Oakervee Reviews reporting soon too, and
Brexit continuing the uncertainty, now really is a crucial time in the
development of rail policy for the years ahead.”