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Zero-carbon: the need for innovative construction plant


Guest writer: Simon Meades, Ecolite product manager at Taylor Construction Plant.

With the announcement this year that the UK has become the first major economy in the world to pass laws to end its contribution to global warming by 2050, the pressure is now on to bring all greenhouse gas emissions to net zero. This means good practice of energy management on site. Consequently, the efficient use of construction plant equipment powered by sustainable fuel has never been so important.

This creates a huge opportunity for plant hire companies to expand their fleet and offer customers cleaner air products and services. It also opens the market for new, innovative plant equipment that produces zero harmful emissions.

There are many solutions already available, some of which are currently being used or trialled by the rail construction industry, but which ones are best is still to be proven. Working off-grid is perhaps the biggest challenge, as connecting to the National Grid could dramatically reduce CO2 emissions, instead of using diesel generators, which produce not only air pollution but also noise.

Typically, nearly everything on site is run by generators – from light towers, CCTV, welfare cabins and power tools – so imagine the reduction in pollution if everything could be run by an alternative power source in the absence of mains electricity. Hybrid generators are one option, as they use battery and solar power to reduce the run time of the generator; diesel is only used to supplement the battery for high-power jobs or to charge the batteries.

The clean alternative

Another option is a hydrogen fuel cell/battery hybrid generator, which is completely free of diesel.

A hydrogen fuel cell generator produces electric power by combining hydrogen with atmospheric oxygen. The only emission from these cells is water vapour, and they are virtually silent in operation, which is a big advantage when complying with Section 61 of the Control of Pollution Act. With zero impact on air pollution levels at point of delivery, zero noise pollution and no risk of fuel spill, hydrogen fuel-cell power arguably presents the perfect solution for a healthier work environment.

This could be why we are increasingly seeing hydrogen fuel cells in our cities. London now boasts entirely hydrogen-powered bus routes, and many cities and motorways are installing the vital fuelling stations needed to allow wider adoption of hydrogen vehicles. Britain also has its first hydrogen fuel cell train, the ‘HydroFLEX’, being developed by Birmingham University and Porterbrook, which presents a much greener solution than bi-mode trains which run off electricity where there are overhead cables, and off diesel the rest of the time.

Hydrogen fuel cells offer greater efficiency as, with a continuous supply of hydrogen, a fuel cell can provide electrical energy indefinitely, unlike a battery which requires charging or replacing. It is also more reliable than trying to use sun or wind to generate a constant flow of energy. However, hydrogen fuel cells can be hybridised with these renewable energies to further improve efficiencies – making this technology very versatile. For example, a hydrogen fuel generator with battery power and PV (photovoltaic) solar panels can effectively provide sufficient energy to power a welfare cabin.

So, when it comes to reducing carbon emissions for railway construction and maintenance, hydrogen fuel cell/battery generators could help provide a sustainable solution for reaching net zero. This technology is already being used by several major rail infrastructure companies with great success, not only to reduce carbon emissions but also to cut noise pollution when working near residential properties.

Low noise, low pollution

A good example of this was the railway enhancement work which took place in the Oxford area last year. Working 24/7, and in close proximity to residential properties, the Network Rail Western Enhancement Delivery (WED) team knew it had to make every effort to keep noise down to a minimum.

It was therefore recommended that Network Rail needed the TCP Ecolite TH200, which would give them a 200W LED output and longer run times. This hydrogen fuel cell light tower, which is virtually silent in operation, would also help WED to reduce noise pollution within the residential area whilst work was being carried out at night over a five-week period.

TCP and Torrent Trackside provided Network Rail with 25 portable Ecolite TH200 hydrogen fuel cell light towers, which were positioned at various site locations along the Oxford corridor. Collectively, the units, which have been designed to carry four cylinders of hydrogen gas, delivered an average of seven hours of LED light each working night over a five-week period.

During the project, 122 cylinders of hydrogen gas were used, providing a total energy saving of over 19,000kWh and a significant reduction of CO2, when compared to a modern diesel light-tower. The lights not only reduced disturbance to residents, but also reduced the carbon footprint throughout these intensive works.

Having equipment that is fuel efficient helps reduce vehicle movements, which again contributes to lowering the carbon footprint, as does having smart remote monitoring to control the run time of products during periods of peak and low activity.

This is undoubtedly an exciting time for manufacturers of plant equipment as the demand for zero-emission decarbonising products can only increase if we are to reach net zero by 2050.

BIM on the Northern Line extension

London Underground’s Northern line extension, which is being built from Kennington to Battersea with a new intermediate station at Nine Elms, uses Building Information Modelling (BIM) as the basis of its design and documentation. This requires LU to put the same level of rigour and governance into creating and managing information about infrastructure assets, as it does in building and operating the assets themselves.

BIM is a process involving the collaborative production, use and management of digital representations of the physical and functional characteristics of a facility or asset. The resulting information models, when fully coordinated, provide a shared knowledge resource to support decision-making about a facility or asset throughout its life – from early concept stages, through increasing detailed design, construction, operation and maintenance, and ultimately decommissioning, removal and demolition.

The objective of BIM is to procure/produce, manage and maintain data and information about engineered assets that are complete, consistent and trustworthy for use across operational and business intelligence purposes. This aims to drive efficiencies in the production, modification, operation and decommissioning of engineered assets, through data analysis that helps improve decision making to deliver best value to stakeholders.

BIM is a collaborative process that leads to better solutions for clients and their supply chains by enabling lean, accurate and complete design information for an effective construction process and leaves clients with better tools for asset management. Assurance is at the heart of BIM and, arguably, its most important use.

Telecoms and BIM

As part of its work on the Northern line extension, telecommunications systems integration specialist ADComms, a Panasonic company, has been implementing BIM within the business through both the design and construction phases and is working towards Level 2 BIM compliance. This will ensure that the company creates and shares appropriate information, in a suitable format, at the right time to facilitate better decisions throughout the delivery and operation of a built asset.

ADComms is currently committed to updating its current ISO 9001 suite of quality management documentation to incorporate BIM for integrated project delivery design, CDM, safety planning, and assurance.

On the Northern line extension, this will contribute to LU’s duty to deliver design, construction and maintenance/operations handover information (both graphical and non-graphical), in line with the April 2016 mandate from Government that all UK public infrastructure projects meet BIM maturity Level 2.

Carl Pocknell, ADComms managing director, commented: “BIM is not the future, it is now – a day-to-day reality. With the advances in communications technology being developed under Industry 4.0, this is an opportunity to engage and develop holistic, collaborative, digital approaches and methodology workflows and realise tangible benefits for our clients and their end users.

“Once BIM adoption has been agreed, then BIM must become the norm.”

Depot improvements at Inverness

When Abellio secured the ScotRail franchise in 2015, it soon commenced an exciting transformation programme to improve passenger services across Scotland’s network. Plans included a £475 million investment in new and better trains on routes between Scotland’s seven cities. These faster and more-spacious trains, with more carriages and new onboard facilities, will speed up journeys across the network, increasing capacity and enabling revised timetables that improve connections between services.

To support its new fleet, Abellio ScotRail is delivering a programme of enhancements throughout its depot facilities, including at the high-speed train (HST) depot in Inverness. This site required increased siding capacity to accommodate the longer, five-car HST fleet and a range of enhancements to improve safety and accessibility for drivers and maintenance teams.

Longer trains

Abellio ScotRail appointed Stobart Rail and Civils to construct the £1.5 million Inverness depot HST upgrade, ready for the arrival of their new fleet. Stobart’s regional manager for Scotland, Keith Robertson, said: “ScotRail’s investment in new trains will deliver great benefits for Scotland, so we’re proud that Stobart can play a key part in creating these vital depot facilities that will ensure each train performs at its best. We have just finished an £11 million programme delivering track maintenance across 300 route miles in Scotland, so this was an ideal opportunity to further contribute to great passenger experience.”

Track works at Inverness included the complete renewal of three sidings to a new layout and longer length, together with installing two new S&C units – one BV8 and one CV9.25 – that join the sidings and connect them back to the main line.

Unusually, the project’s track design used vertical rails throughout the plain line in the sidings rather than standard inclined rails. This posed a unique challenge for Stobart’s procurement teams who quickly realised there were no vertical baseplates available anywhere in the UK.

Using some impressive detective work, the team discovered several projects in Germany that used vertical rails and they even found the baseplate manufacturer who had supplied these schemes. Unfortunately, they had no baseplates in stock and no plans to cast any new ones. Undaunted, Stobart negotiated to acquire the baseplate moulds and bring them back to the UK, then worked with a local supplier to cast the nearly two thousand new baseplates that the sidings needed. They also produced a healthy supply of spares to future-proof any maintenance needs.

The sidings’ alterations involved removing the existing and relaying roads 6, 7 and 8 together with installing the two new turnouts. This provided the ideal opportunity for Stobart to deploy its specialist road rail fleet that includes laser dozers to grade the bottom ballast, Colmar heavy lifters to position the S&C components and the new road-deliverable S&C tamper to deliver a perfect track alignment. With the track reconfigured and buffers installed, Stobart completed the extensive signalling modifications needed to suit the new layout.

Within a depot environment, the major challenge is invariably delivering the works programme alongside normal depot operations without causing disruption that might affect vital maintenance work. At Inverness, this was a particular challenge owing to the depot’s 24-hour operations, with the depot servicing and maintaining the Highland Sleeper train through the day and the standard fleet overnight.

Keith Robertson said: “Ensuring normal depot operations continued unhindered was one of our key project objectives. We operate logistics sites with a rail interface throughout the UK, so we understand how important it is to minimise disruption.

“We worked together with the depot team to plan our works and ensure we segregated our activities from the depot’s operations. Daily coordination meetings then ensured that all stakeholders remained fully informed of upcoming works. This was a very successful approach, particularly when the depot’s maintenance programme often changed owing to emerging needs.”

Enhanced facilities

To improve access to the sidings for the drivers and maintenance staff, Stobart delivered an extensive civils upgrade that included new concrete driver-walkways alongside each siding. A new tarmac-surfaced depot access road and pedestrian crossings over the tracks ensured that the maintenance teams could safely access the new sidings.

Mechanical and electrical installations included shore supplies positioned next to the buffer stops on each siding, along with nearly 150 low-level bollard lights to illuminate the siding walkways that would otherwise be in shadow once a train is stabled next to them. These were all served using a network of multi-way ducts that safely protect the cables below ground and provide ample cable capacity for any future development needs.

Finally, an existing portal-framed shed spanned the existing road 5 within the depot to protect the maintenance teams from the weather. To enable safe maintenance of the HSTs in this shed, Stobart installed a new exhaust ventilation system that positioned a series of extraction hoods directly above the HST’s engine exhausts.

The successful completion of Abellio ScotRail’s HST depot earlier this year marks an important milestone in its investment programme and is another example of Stobart’s team in Scotland making a positive contribution to the ongoing improvement of Scotland’s railway.

All Change and Mind the Gaps

Chairman’s address to the IMechE Railway Division 2019

Graham Neil, chairman, IMechE Railway Division.

Graham Neil CEng FIMechE FIET is the 51st chairman of the IMechE Railway division, taking over from 2018/19 chairman Andy Mellors. Almost his first official duty was to give his chairman’s address, which he duly did at the Institution’s headquarters in London on 9 September 2019.

It is traditional for new Railway Division chairmen to talk about their careers. Partly, this illustrates the diversity of paths to senior roles and, partly, it provides the authority for them to talk about the future and challenges they hope to tackle.

Graham has worked for Transport for London (TfL) and its predecessors since 1971 – a mere 48 years. He started as an indentured electrical apprentice in the apprentice training centre at Acton Works, passing a plaque with words to the effect that anyone starting an apprenticeship could aspire to become the chief mechanical engineer.

That post was abolished long ago but Graham became professional head of rolling stock for London Undergound in 2004, the nearest contemporary role. He was appointed professional head of vehicles for TfL in 2018, which added to his portfolio vehicles from London Overground, TFL Rail, London Trams, DLR, London Buses, Dial-a-ride Taxis, the Emirates Airline, Bicycles, River Boat Services and the Woolwich ferries!

Graham Neil (right) with collegues in the electronics repair shop. 1977

He has achieved this position over five decades, so summarising 48 years into a few words is not easy, but taking each decade in turn:

1970s – Graham’s 4-year apprenticeship included fabricating his own tools, and his first proper job involved repairs of unreliable electronic train components. Those of us of a certain age recall 1970s electronics and are glad reliability has dramatically improved.

1980s – Graham was promoted to the design department and became involved with specifying many of the electronic systems for the 1983 tube stock and 1986 tube stock prototype trains, including the very earliest electronic train control systems, the embryo of the Train Control and Management Systems of today.

Three prototype tube trains outside Acton depot – Metro Cammell with GEC traction (red), British Rail Engineering with Brush traction (blue) and Metro Cammell with Brown-Boveri traction (green). The blue version became the basis for the Central line’s 1992 stock. 1986.

He inflicted the first automated public address system on unsuspecting customers. It was nicknamed Sonya as in “get ‘S on ya’ nerves”.

More seriously, Graham represented LU on a joint British Rail/LU/Railway Industry Association initiative to produce standards and specifications for train electronics to overcome the unenviable reputation they had for reliability. These standards were the forerunners of today’s Euronorms and ISO standards.

He was also nicknamed “Mr ATO” for his work developing a replacement for the original, obsolete Victoria Line ATO controllers.

A further promotion saw Graham leading the rolling stock electronics development section, where he was able to set up facilities to test and evaluate equipment designed to comply with the new electronic standards.

1990s – With a reorganisation and with his experience of creating standards, Graham led a team creating and or updating standards for all LU rolling stock sub systems and critical components. This was followed by becoming effectively the internal Independent Competent Person for acceptance of new rolling stock at a time when privatisation of the main line railways had led to the acceptance and authorisation regulations becoming more formal.

One result of arcing caused by earth faults.

He also led the work to improve understanding of the risk from, and protection against, arcing in DC power circuits caused by double pole earth faults on LU’s 600V floating-earth traction supply system.

Following yet another reorganisation, Graham was put in charge of a team of about 25 rolling stock engineers supporting the Central, Northern and Victoria line fleets as well as a small team of noise and vibration engineers and a team that routinely surveyed the track at line speed, capturing still images from passenger trains at a frame rate of 25 pictures per second.

Later he was appointed as project engineer for the 1995 tube stock Northern line trains being produced and brought into service by a Public Finance Initiative contract that was, at the time, ground-breaking.

2000s – The Public-Private Partnership preparations led to the overwhelming majority of LU’s engineers being distributed amongst the “shadow” companies that would be taken over by the PPP bidders. Graham was assigned briefly as the chief engineer for rolling stock for the Jubilee, Northern, and Piccadilly, before being promoted back into LU as control systems engineer and deputy to the then LU head of rolling stock engineering (modesty forbids me…!).

During this period, Mr ATO came to the fore again, supporting the introduction of ATO in the open areas of the Central line where there was a particularly challenging requirement to deliver a service braking rate of 0.7m/s2 in some areas of known poor adhesion.

He also advised Metronet BCV on the replacement of the Victoria line ATO controllers, as the first replacements (see 1980s above) were now obsolete and could not be kept going until the new trains due in 2010 were introduced.

In 2004, Graham became head of rolling stock engineering with, inter alia, the role of accepting that the new trains obtained by the PPP contractors were fit to enter service. He made a significant contribution to the technical architecture of the future deep tube lines trains, the first of which has been ordered for the Piccadilly line.

First 2009 Victoria line tube stock to enter a station.

2010s – Graham is an active participant in the Union of International Public Transport Operators (UITP) and is now the chairman of the UITP’s Metro rolling stock group. He has also been a member of the IMechE board since 2011 and has presented at many IMechE events.

He is a member of the IMechE’s Skills Task Force and contributed to the early drafting of the Level 5, 6 & 7 (T&RS) Apprenticeship Standards for railway engineering that are now starting to be used.

It was Graham’s work with the Skills Task Force and with the National Skills Academy for Rail that highlighted the first of the five gaps that Graham explored in the next part of his address.

Bridging the Skills Gap

Over the last 10 years (at least) most Railway Division chairmen have highlighted the skills gap in the industry. Graham commented that those of us who already work in rail engineering know how endlessly fascinating it is with, usually, new things to learn.

The challenge, therefore, is to get that message across and attract youngsters into roles that will engage them for life, overcoming the common portrayal of a staid, old fashioned industry.

Rather than spanners, hammers and oilcans, we need to show students that work with computers, even artificial intelligence, and working in ordinary work clothes, is now more often the norm. His was a call to arms for all of us in the industry to “do our bit” to encourage young people and to seek a more diverse workforce.

With the TfL team of apprentices and graduates at the 2019 IMechE Railway Challenge.

Bridging the BREXIT Gap

Graham’s take on BREXIT focussed on economic and people impacts. But, with events on the political stage moving so fast (or is it so confusingly?), between drafting and publishing this article the situation might have changed.

With that health warning, Graham said: “As I see it, the long drawn out BREXIT process has, and will have, a profound impact on the future of the UK rail industry. From a purely rolling stock engineering perspective, our train builders come from Europe or the Far East and those train builders source the component parts for their trains from either within Europe or from within the UK – the choice for them is one of cost, performance and logistics.

“The uncertainty surrounding BREXIT and its impact on UK trade and sourcing from UK suppliers must affect their purchasing decisions. Will BREXIT cause currency fluctuations or excise taxes that will increase costs?”

He added that he had yet to speak to anyone who thought BREXIT would have a positive impact in the short term, that it could be disastrous for SMEs who rely on trade with Europe and he is already seeing signs of far fewer EU applicants for UK rail engineering jobs.

Bridging the economic gap

Provocatively, Graham talked about the bad old days “when, frankly speaking, railway organisations were treated as ‘cash cows’ for some monopoly suppliers to milk to their hearts content, where prices were agreed and profits were boosted by contract variations.”

Perhaps this was stretching a point, but many will recognise the general principle. Graham went on to emphasise that funding is generally in short supply or, to put it another way, each pound spent had to deliver maximum value.

He referred to the changes in his own organisation, where engineering headcount has been reduced by around 12 per cent, and TfL, like Network Rail, is working with the supply industry to challenge its own standards and streamline its processes.

As was shown in a recent RAIB report (Overspeed at Sandy South Junction, Bedfordshire, 19 October 2018), the challenging of standards needs its own carefully considered process as changes to standards can increase risk unexpectedly.

Of course, optimising maintenance and renewals, and making informed choices whether to do work in-house or have it done by suppliers, are all part of the mix. Graham wondered aloud whether the efforts to make the industry leaner and fitter are happening fast enough.

S Stock – introduced to the London Underground network between 2010 and 2017.

Bridging the technology gap

Graham said: “We are at a tipping point in our industry, where advanced digital railway systems and the technology they use – more common on high-density metro systems like London Underground – need to be applied to our main line railways to overcome challenges with passenger capacity, especially at complex junctions and to deal with the forecast increases in passenger ridership.”

He went on to explain that, whilst the metro systems cannot be transferred directly, as individual lines using proprietary closed systems are unsuitable for mixed traffic lines and non-compliant with Interoperability Regulations, “the same professional skill sets, knowledge and experience present in high density metro railways can be shared and, where used appropriately, can bridge the technology gap to give UK mainline railways a real advantage in developing solutions that deliver the required outcomes efficiently and ‘right first time’.”

Bridging the IMechE/railway gap

Graham referred to his predecessor Andy Mellors who, last year, spoke about Challenging Times (issue 168, October 2018). “Well, I have to say, times are still challenging,” Graham said, adding: “We have had a very difficult 18 months or so in the IMechE. That has resulted in significant change and my theme this year is all about building bridges.” Graham is seeking to build new, closer and more collaborative working relationships between all areas of the IMechE – the volunteer groups, the Railway Division and the other divisions and groups, the Trustee Board, Council and IMechE staff.

Graham said that delivering engineering change is second nature to him, but, in this role, he will be delivering people and organisational change, which is a new skill he is developing. He said he is lucky to be supported by “a very experienced team of Board members, past chairmen and volunteers, and I shall be calling on their support heavily if we are to make the changes we need for our Division and Institution to become more dynamic and inspirational, driving, motivating and inspiring even more professional engineering engagement within our railway industry”.

Graham said that it is his objective to provide more relevant events to allow learning and informal discussions over the coming year and to grow attendance. He hopes that this initiative will encourage the railway industry to work more collaboratively with the Railway Division in areas such as attendance and sponsorship.

Graham explained that the Institution offers the opportunity for people from across the industry to come together, at the events organised at headquarters and at centres around the UK, on neutral territory and discuss matters of mutual interest when competitive pressures can at least be put partially aside – so-called ‘learned society’ events.

With £50 billion committed to renewals Control Period 6, Crossrail, HS2 and possibly Crossrail 2, together with 7,500 new main line vehicles and well over 1,000 for metro and light rail, electrification and Digital Railway, there’s lots to talk about and lessons to be learned.

Graham added that, against the background of all these technical developments, the pattern of travel is changing. Whilst passenger numbers and big city populations are predicted to rise, companies are increasingly allowing their staff to work more flexibly. Although this trend might be helpful in depressing the loads during the peak of the peaks, the shoulders of the peak are likely to extend for longer.

“Indeed, on some London Underground lines we already run a near peak service for most of the day, in between the rush hours,” he said.

The London Mayor’s Transport Strategy also aims to improve the air quality in London with the Ultra-Low Emission Zone (ULEZ), which introduces a daily charge for all road vehicles with petrol or diesel engines that exceed certain exhaust limits operating within the London Congestion Charge Zone. The ULEZ is to be extended to cover everywhere within the North and South Circular roads by April 2021.

Whilst this is likely to give a significant improvement in the air quality within London, it is also likely to increase ridership on the capital’s public transport systems and put pressure to provide carbon-free propulsion on the last all-diesel rail terminus at Marylebone.

Conclusion

150 years of the Metropolitam line – January 2013.

Rounding off his address, Graham concluded: “I started my career 48 years ago as a rolling stock apprentice, destined, at that time, to become a rolling stock maintainer.

“Along the way, I met and worked with some really great people, many of which saw in me greater potential than I saw in myself. Those people shared their knowledge, skills and experiences with me and made me a better engineer by doing so, thereby helping me to deliver professional engineering activities that have resulted in my being where I am today in the IMechE, the IET and at TfL Engineering.

“I’ve often said ‘you’re only as good as your network’, because it is impossible to know everything and this ethos means that you develop a very wide group of friends, colleagues and experts, that you can trust mutually to give good, sound advice when it is needed, and thereby help to make reasoned, informed decisions when they need to be made.”

Graham advised anyone joining the rail industry to listen and learn as much as possible, as early as they can, from those that have the experience, but never forget that learning everything is impossible and to cultivate those career long friendships and seek out the advice of experts when you need to. It is this type of ethos that will make you a professional engineer, a good team player and eventually a good leader.


Thanks to Graham Neil for his help in preparing this article. Note the views in this article are the Presenter’s own and are not necessarily those of TfL.

Chips & fried electronics at the 8th railway challenge

2019 IMechE Railway Challenge.

It is always a pleasure to report on the Institution of Mechanical Engineers’ Railway Challenge, as Rail Engineer has done since the first competition in 2012. Experiencing the enthusiasm, energy and ingenuity of the teams taking part, seeing the professionalism of the senior engineers from the Institution’s Railway Division who volunteer to run the event and the opportunity to experience the Stapleford Miniature Railway make this a thoroughly enjoyable weekend for all concerned.

The Railway Challenge requires teams of graduates, students or apprentices to design and build a 10¼ inch gauge miniature locomotive that must compete in various challenges, with marks also given for reliability. Before the locomotives can enter these challenges, they must pass static and dynamic scrutineering to confirm that they are built to specification and safe to run. Teams are also assessed on their design and innovation reports and how they present the business case for their locomotive.

Transport for London’s entry.

This year’s challenge took place on 28, 29 and 30 June. It was run in accordance with its rules and a technical specification which is, as far as possible, performance-based. The intention is to encourage novel ideas – in past competitions these have included the use of springs for energy recovery and hydrogen fuel cells for traction, which was first seen in the UK at the Railway Challenge.

As always, the challenge took place on the 10¼ inch gauge Stapleford miniature railway, near Melton Mowbray, run by the Friends of the Stapleford Miniature Railway (FSMR). This has an impressive collection of locomotives and is one of the UK’s largest such railways. It is considered to be ideal for the Railway Challenge, especially as it is not normally open to the public. 

Sheffield practise their auto-stop.

Ringing the changes

Over the years, it has been interesting to see how the Challenge has developed, although some things, such as the enthusiasm of the teams, don’t change. Also, as the table of previous results shows, for the past few years only around 70 per cent of the locomotives present were able to undertake the dynamic tests. Ensuring all systems are operational on a recently built or modified locomotive is a significant challenge and it is not unusual for a team to spend most of the night repairing their locomotive. As will be explained, fried electronics were a significant problem this year.

Lighthouse building.

What does change is that each year there are new challenges and variations to the rules and technical specification. This year saw a new auto-stop challenge, which required the locomotive to stop exactly 25 metres after passing a marker provided by the team. A recent rule change concerned refuelling. Prior to 2018 this rule stated that refuelling shall not comprise the replacement of energy storage assets (batteries) and should be done in 90 seconds. Since then, this rule has been changed to allow battery replacement within a refuelling time of 120 seconds.

In 2018, following this rule change, three of the ten competing locomotives were battery-powered. This year, with the same number competing, eight were powered by batteries.

Train of the future.

Also new this year was a schools’ event, which Jelena Gacesa, operations manager of the IMechE’s education programmes, had initiated by inviting Leicestershire schools to an educational event during the competition. About a dozen pupils from Inglehurst Junior School in Leicester took up this invitation.

This involved a competition to build the tallest working model lighthouse, seeing the teams work on their locomotives, a ride on the railway and a quiz on what they had seen.

The quiz’s requirement to draw a picture of a railway carriage of the future brought some interesting responses. One of the teachers present, Debbie Walsh, felt that the event fitted well into the design and technology module in the school’s curriculum. Encouraging youngsters to consider an engineering career in this way is a worthwhile initiative and it is hoped that this will be expanded during next year’s Railway Challenge.

Introducing the teams

Of the 14 teams that entered the competition this year, only 10 were able to bring a locomotive to Stapleford. Of those unable to attend, Helwan University in Egypt, South Western Railway with CEMAST college and the University of Warwick had submitted design reports with the latter submiting an innovation paper.

This year saw two teams from the European continent, the joint team of FH Aachen University and Reuschling GmbH from Germany and Poznan University of Technology, whose journey from Poland to Stapleford had taken 21 hours. Also present was a large team from several Thai universities, including Suranaree University, who have started building the locomotive that they intend to enter in next year’s Challenge.

The UK universities entering were Brunel, Sheffield and Huddersfield and there were company teams from Network Rail, Ricardo Rail, SNC Lavalin and Transport for London (TfL). There was also a joint Bombardier / University of Derby team.

The new entrants this year were Network Rail (supported by the University of Birmingham) and Poznan. SNC Lavalin, formerly Interfleet, has entered all eight Challenges to date. Huddersfield and TfL were also veterans of the competition with respectively seven and six entries.

Brunel’s pneumatic powered entry bore a strong resemblance to a steam locomotive. Sheffield’s two-unit locomotive was also distinctive, with its clear cover and semi-circular body section. Ricardo had the look of a retro diesel locomotive whilst others had striking liveries. For example, TfL’s entry was painted to resemble the preserved 1923 Metropolitan Railway electric locomotive ‘Sarah Siddons’.

As previously mentioned, eight locomotives were powered by batteries which had the capacity to operate the locomotive for three hours without refuelling. The exceptions were Huddersfield and Brunel, whose machines were powered by 7kW petrol generator and 8kW petrol powered compressor respectively. 

Although the norm was a battery-powered single-unit locomotive on two four-wheeled bogies, there were significant design variations in respect of auto stop arrangements, braking systems, electronic control, suspension and bogie design. Poznan had a particularly elegant bogie design, with the frame manufactured from an aluminium / polyethylene composite and carbon-fibre composite primary leaf springs. 

A challenging plan

The Railway Challenge requires the teams to undertake presentation and track-based challenges. The four presentation challenges with their maximum scores were: design (150); business case (150); technical poster (150) and innovation (150). The design and innovation challenges are the only ones judged beforehand, based on submitted reports. The poster challenge is judged during the weekend, as is the business case challenge, based on the team’s presentation to the judges.

Scrutineer Cliff Perry confirming Huddersfield’s locomotive can operate in the rain.

The seven track-based challenges were: energy storage (150); traction (150); ride comfort (150); noise (150); auto-stop (150); reliability (300) and maintenance (150).

Except for the maintenance challenge, these are all dynamic tests that require the locomotive to have passed scrutineering before it can run on the railway. This requires the collection of a set of seven coloured stickers, awarded when a scrutineer has confirmed the safety calculations, undertaken a physical inspection, seen the user guide, together with the required markings, as well as indications and evidence of reliability.

Once this has been done, dynamic scrutineering examines the required safety performance, primarily braking and speed control.

Undertaking these tests, allowing for test runs, a rescue locomotive and spectator trains, requires a detailed operational plan that is sufficiently flexible to accommodate inevitable changes during the weekend. Bridget Eickhoff of RSSB, as the IMechE’s operational controller, had the job of managing this plan to ensure the Challenge ran smoothly.

Bombardier/Derby locomotive passes noise measurement station followed by rescue locomotive.

The plan was for most locomotives to be unloaded on the Thursday night, with the remainder unloaded on the Friday when all the static and dynamic scrutineering was undertaken, together with some of the maintenance challenges. On the Saturday the remaining maintenance challenges were completed and each team gave their business case presentation. They also had the opportunity to give their locomotive a 45-minute test run.

  • All the dynamic track-based challenges were run on the Sunday, when the FSMR also ran steam-hauled trains for the dozens of spectators who witnessed the challenges from the Haven.
  • Sunday’s operational plan required that, during each hour, a spectator train would run, two locomotives would undertake their dynamic challenges and a rescue locomotive would be available to assist either locomotive if required. The planned movement sequence during each hour was as follows:
  • Spectator train leaves the station and proceeds around the loop to point G;
  • Once the spectator train has passed the signal box, Challenge locomotive No 1 and its train leaves the station followed by the rescue locomotive. This locomotive does the auto stop challenge. It and the rescue locomotive move clear of the points at the Haven signal box;
  • The spectator train departs for the station. locomotive No 1 does the ride comfort test and stops at point E followed by the rescue locomotive;
  • When the spectator train arrives at the station, locomotive No 2 departs, it undertakes the auto stop challenge and moves clear of the points at the Haven signal box;
  • Locomotive No 1 completes the energy storage challenge, whilst locomotive No 2 does the ride comfort challenge and stops at point E;
  • Locomotive No 1 does traction and noise tests and returns to the station. The rescue locomotive follows it to just before point H;
  • Once locomotive No 1 is at the station, the rescue locomotive stays ahead of locomotive No 2 whilst it completes its energy storage, traction and noise challenges. The rescue locomotive and locomotive No 2 then return to the station.

In this way, with the railway operating at its capacity, two locomotives an hour were put through their challenges. Thus, assuming an intensive seven-hour operational day, 14 is the maximum number of locomotives that can be put through the dynamic track-based challenges. However, there are plans for alterations to the railway that will significantly increase this number.

Fried electronics

On the Friday, the maintenance challenge saw the start of the contest as teams demonstrated how fast they can remove and replace a powered wheelset. The time each team took to do this varied from 2½ to 27 minutes and was largely a reflection of the way their locomotives were designed to meet this challenge.

Aachen do their maintenance challenge.

To ensure that this challenge was conducted in a safe manner, it was done in accordance with an approved method statement and undertaken in several stages. After each stage, the stopwatch was paused until the judges confirmed that it was safe to continue. 

As well as the maintenance challenge and scrutineering, Friday and Saturday also saw much work done on the locomotives to resolve various problems. Some of these reflected the lack of testing, as some teams had only run their locomotives on short tracks by the workshop. Hence, not all locomotives had been run at full power for long periods or experienced the harsh vibration environment and impact loads from continuous running.

The most significant problem was fried electronics, with some teams suffering burnt out motor controllers. This was an issue for Poznan and Network Rail, whose locomotives operated at reduced power as a result. Part of the information that the Institution provides to the teams is a useful ‘technical tips’ presentation. This includes a slide showing that traction components need to be significantly over-rated as traction motors have a spikey current profile. 

Network Rail team work on their locomotive.

Nevertheless, despite these problems on the Friday and Saturday, all the teams, except for Brunel, were able to take their locomotives for a test run around the railway’s 2.6-kilometre long circuit, although the Poznan locomotive had to be pushed back by the FSMR’s rescue locomotive.

Unfortunately, Brunel was not able to overcome the problems associated with the unique design of its locomotive.

Thus, it looked as though Sunday would see the previous maximum of seven locomotives doing the dynamic challenges being exceeded. However, this was not to be as, Brunel could still not run, SNC Lavalin had a burnt-out motor controller and, unfortunately, as Poznan’s locomotive left the station, it was damaged after it hit an obstruction and was unable to proceed further.

The first hour of the day saw Ricardo and Aachen’s locomotives running exactly to the operational plan. Thereafter, due to locomotive availability, only Bombardier/Derby and TfL shared an hourly slot and Sheffield, Huddersfield and Network Rail ran alone during their challenges.

Some of the locomotives were unable to undertake all the tests. For example, when starting, Huddersfield’s locomotive suffered from a jerky traction control which prevented it starting on the gradient for the traction and noise challenge. With burnt out controllers, the underpowered Network Rail locomotive could only do the ride comfort challenge and required the FSMR rescue locomotive to push it up the gradient back to the station.

All this was observed by dozens of spectators from their vantage point at the Haven, who were kept informed by Rail Engineer’s own Nigel Wordsworth and his megaphone. The track challenge results were also displayed on a scoreboard.

The spectators were well placed to see how the locomotives tackled the new auto stop challenge, in which a track-side marker of the team’s own design had to be used to command the locomotive, travelling at a speed of not less than 10km/h, to stop at point B, 25 metres beyond the marker. The wide variety of markers used included lengths of rail between the track, an infra-red control from inside a TV remote, ultrasonic detection, a traffic cone and caravan reflector. Unfortunately, of the six locomotives entering this challenge, only two stopped within five metres of point B and so were the only ones to score points.

Sheffield’s locomotive, closely followed by the rescue locomotive, attracts the attention of spectators at the Haven.

And the winners were

There was tension in the air as everyone waited for the prize-giving. After a short delay, the appearance of chief judge Bill Reeve signalled that the judges’ deliberations were complete. Bill advised that, in the view of the judges, this had been the best Railway Challenge yet, with some real innovation in design, and everywhere there had been real enthusiasm and commitment from the teams.

Before declaring the overall winner, awards were made for the individual challenges. In addition to the track challenges shown in the table, the winners of the presentation challenges were:

  • Design – jointly won by SNC Lavalin and TfL;
  • Business Case – TfL;
  • Poster competition – SNC Lavalin;
  • Innovation – University of Warwick.

Although not present, Warwick had won its award for an innovation report entitled “a study of efficiency improvement for an electrical regenerative braking system.”

Poznan’s award-winning bogie.

The other challenge award was for reliability, which was jointly given to Sheffield and Bombardier/Derby which had each achieved a not-quite-perfect 290 points out of 300.

In addition, this year the judges gave a discretionary award for something that particularly impressed but was not reflected in the challenges. This special award was given to Poznan for innovation and elegance in mechanical design in respect of the composite bogie frame and leaf spring bogie.

Then it was time to announce the top three teams. In third place was Ricardo with 1099 points, narrowly beaten by TfL’s 1100 points. The overall winner was Aachen with an impressive 1389 points. Team captain Robin Muhlmeyer commented “We are participating now for the third time in the Railway Challenge and have continued to make progress each year. This time it was enough for us to take the trophy back with us. It’s always an incredible pleasure to be here at the Stapleford Miniature Railway.”

Aachen, winners of the 2019 Railway Challenge.

It was then time to thank those who had made the challenge possible, including the Institution’s staff, the sponsors (Angel Trains, Beacon Rail Leasing, RSSB and the Young Rail Professionals Group), support from Network Rail and, last but not least, the unstinting support from FSMR personnel who ran the railway during the challenge. FSMR is also actively supporting planned enhancements to its railway that will enable the challenge to accommodate up to thirty locomotives in future.

As the Railway Challenge goes from strength to strength each year, this expansion plan will no doubt be required as more organisations wish to enter so that they and their young engineers can benefit from it. As Bill Reeve noted; “When I come to this event, I see enthusiastic teams learning, in a short period, a huge amount about the realities of engineering projects. I also see real innovation in engineering design tested here in a low risk environment.”

Put another way, the Challenge is an excellent way to train and develop young engineers.

Edinburgh’s international Railway Engineering conference

Each year, the UK hosts numerous railway industry events. Most of these concern domestic issues and few have complex technical content throughout. In contrast, more than half the 150 or so participants at the biennial Railway Engineering Conference held in Edinburgh were from outside the UK (33 per cent from Europe, 14 per cent from Asia, eight per cent from USA, plus individuals from Brazil and Australia). Hence, most of those present had travelled a long way to present their in-depth technical papers.

There were a hundred such papers, covering all aspects of railway engineering, although track, structures and civil engineering accounted for more than three quarters of them.

The conference is chaired by Professor Mike Forde of the University of Edinburgh and organised by ECS Publications, part of the multi-award-winning Edinburgh Railway Group. The first Railway Engineering Conference in the series was held at Brunel University in 1998, thereafter the event was held in London until it moved to Edinburgh in 2011.

This year’s two-day conference was held on 3-4 July. Each day started with keynote presentations, after which papers were presented in three parallel sessions. Two of the keynote presentations were the only ones without detailed engineering content.

Chris Jackson, editor of Railway Gazette International, gave his review of specific railway developments in each continent from which he saw globalisation, increasing urbanisation and decarbonisation to be common worldwide issues. He felt that the data-driven ‘fourth industrial revolution’ had huge implications for asset monitoring, maintenance, train control and automation for which the critical challenge is attracting and developing new skills.

Professor Rod Smith asked whether railways in rural areas were a financial drain. His key point was that high fixed infrastructure costs don’t change much with use. Therefore, proposals for lightweight rail vehicles showed an inability to learn from history as such vehicles do not satisfy the requirement to make the best use of the infrastructure. In this respect, the UK has one of the best records in Europe with 11,200 passenger-km/route-km/day, although this compares poorly with Japan’s 40,900.

High speed track

Niall Fagan’s HS2 presentation.

Niall Fagan, HS2’s head of track engineering, explained the thinking behind the design of HS2’s track, which will carry 18 trains per hour and over 60 million gross tonnes per annum, and for which there will be a five-hour overnight maintenance window, with eight hours on Sunday. Phase one consists of 486 linear kilometres of track and 153 S&C units, for which there is a 20-month construction window.

HS2’s survey grid will be a snake projection, which has been developed to provide a unified coordinate system for long, linear projects as the Ordnance Survey grid does not take account of the curvature of the earth. The difference between the two projections is 50 metres over the 170 kilometres between London and Birmingham and Niall illustrated the importance of this grid by explaining why millimetres matter at the highly constrained Euston approaches.

He also explained the issues that had to be considered to determine HS2’s trackform. These included the predicted tamping of ballasted track, which is largely a function of tonnage carried. It also determines the renewals requirement, as ballast life is a function of the number of tamps. If, as seems possible, HS2 is to consist of largely slab track, measures will be required to prevent ground-borne sound and vibration reaching buildings above tunnels.

Presentation by Prof Xuecheng Bian.

By the end of 2018, China has built 29,000 km of high-speed lines, of which more than 80 per cent is slab track. Professor Xuecheng Bian, of Zhejiang University in China, described his research into the mechanisms that trigger mud pumping under slab track, for which polyurethane injection is an effective remedial measure.

He also described how the University had used a full-scale ballasted-track test rig to observe the dynamic responses of ballasted track at speeds up to 360km/h. This showed that high-speed wheel loading increases ballast particle rearrangement, due to greater particle rolling and sliding, and that dynamic ballast settlement was 75 per cent more than that caused by stationary cyclic loading.

As HS1’s head of track engineering, Dr Sin Sin Hsu is responsible for 109 route kilometres and 143 sets of S&C, of which 62 are high-speed swing-nose turnouts. Her presentation considered how high-speed line maintenance, especially S&C, must consider higher dynamic forces, for example HS1’s track maintenance tolerances are essentially the same as Network Rail’s construction tolerances for 200km/h track.

Dr Hsu described the complex geometry of high-speed swing nose crossings. On HS1 these are produced by Vossloh Cogifer and are 1 in 65, 230km/h turnouts with 152 metres from toe to nose.

She also gave an example of the problems of maintaining high-speed S&C – a badly vibrating point machine which had to be changed every three months. After trying various solutions, the cause was eventually found to be a one-millimetre rail dip, for which the solution was a 0.5mm rail grind. She stressed that this showed the importance of obtaining the correct data to understand the root cause of any problem.

Other high-speed rail papers included an assessment of critical speed by Pedro Alves Costa of the University of Leeds, which concluded that this was governed by soil properties up to a depth of eight metres, and a presentation from the Austrian PORR on the Slab Track Austria (STA) system.

A team from the SNCF also presented a paper on a holistic approach for high-speed lines maintenance and renewal.

Subgrade including asphalt

One of the keynote presentations was given by Professor Carlton Ho of the University of Massachusetts, Amherst, on substructure track design principles and how these differ between the USA and China. He noted that, in the USA, where heavy freight has axle loads of between 33 and 39 tons, standards are based on the American Railway Engineering Maintenance-of-Way Association’s (AREMA) Manual of Railway Engineering (MRE). These are based on geometrics and absence of defects and so allow railroads the flexibility to use the most appropriate design practice.

In contrast, in China, track design is more prescriptive as it must meet the various codes for different aspects of railway engineering.

Professor Ho’s presentation featured probably the longest equation presented to the conference, for the amplitude of elastic displacement of the subgrade bed.

The conference’s longest equation.

Two presentations considered transitions at bridges. Giacomo Ognibene of the University of Southampton has studied ballasted railway bridge transition using a finite element model to assess the effects of train speed, sub-base soil and under sleeper pads and found that both the train speed and the sub-base material affect transition performance. In particular, it was found that a stiffer, wedge-shaped backfill mitigated the support stiffness variation at the bridge approach.

A paper by Stark and Wynn of the University of Illinois, Urbana, considered ballast-based reinforcement, mechanically stabilized earth reinforced walls, and geosynthetic reinforced and pile-supported embankments (GRPE). This concluded that segmental retaining walls with geosynthetic reinforced soil is a cost-effective solution to mitigate differential movement at railway/bridge transitions and that GRPEs are a more cost-effective method than unreinforced pile-supported embankments for the reduction of soil deformation.

Professor Jerry Rose of the University of Kentucky is clearly a fan of asphalt. His presentation described the benefits from the US railroad industry’s selective use of a 25-37.5mm hot-mix asphalt layer in the track substructure since the 1980s. It described how testing such trackbeds, from 12 to 29 years old, had shown that the asphalt had no brittleness, weathering, or deterioration due to the insulating effects of the overlying ballast. The benefit of its load bearing properties was evident from the asphalt mat being subject to typical dynamic pressures of 13-17psi from the heaviest freight trains whilst the layer below it is subject to 5-7psi.

The use of asphalt outside the USA was considered by Dr Diego Cardona of Eiffage Infrastructure in France. His presentation showed that Italy first used it in the 1970s, for the country’s first high-speed line between Rome and Florence, and now has 1,200 kilometres of asphalt track. In France, a short trial section of the Paris to Strasbourg high-speed line was provided with an asphalt mat in 2004.

After this was shown to require much less tamping than the rest of the line, a further 283 kilometres of French high-speed lines have been built with an asphalt base. Short lengths of asphalt track are in use in Spain, Germany and Austria, where the first asphalt trackbed laid in 1967 had not required any maintenance by 2011, 44 years later. There is also widespread use of asphalt trackbeds in Japan for high-speed and conventional lines.

Dr Cardona noted that this experience highlighted the reduction in both maintenance and line closures from the use of asphalt, which had justified its higher initial cost. However, the use of asphalt required careful consideration of drainage requirement, due to its higher run off, and the need for tamping and ballast cleaning to take account of the asphalt layer.

Flooding at Cowley Bridge Junction.

Drainage and Flooding

With 300,000 hours of delay recorded each year in the UK due to flooding issues, papers considering how potential drainage problems could be better analysed and predicted were well received. A joint paper produced by Network Rail, the University of Birmingham and the University of Lampung in Indonesia proposed a better method to understand underlying problems and failure mechanisms associated with drainage failures. This used expert input to produce a fault tree with 22 casual factors basic events, eight casual factors mid events and three failure modes leading to one top event.

When this method was used to investigate drainage failures at Ardsley tunnel, it was concluded that the underlying problems were change in land use, resulting in increased surface runoff, changes to drainage upstream and damage caused by others or third-party assets.

Yiqi Wu of the University of Sheffield and Raja Jamie of Network Rail presented a Markov chain model for predicting the degradation of various classes of railway drainage assets. This approach, a widely used probabilistic model for simulating infrastructure deterioration, considered the influence of various factors, such as construction material, size, shape and location, to quantify the rate of the degradation on all 329,781drainage assets on Network Rail’s Ellipse database.

Cowley Bridge Junction between Tiverton and Exeter St Davids has been subject to frequent flooding and washouts as described in issue 169 (November 2018). Here, the depth and velocities of flows overtopping the railway have exceeded 0.5m and 0.5m/s respectively. This is due to the complex hydrology and character of the River Exe system, which has a sinuous channel that meanders severely back and forth beneath the mainline.

In their presentation, Sinead Lynch and Thomas Mymors of Arup described the complex hydraulic modelling process used to determine the best flood mitigation option, which was the selective lowering of the flood plain on the approach to the embankment into which twin concrete box-culvert sections, 3.5 metres wide x 2 metres high, were inserted.

Earthworks and Bridges

Although the closure of the railway at Dawlish highlighted its vulnerability to the sea, the stability of the 50-metre-high cliff above it poses an equally serious problem. As Tim Laverye of Network Rail described in his presentation, there have been 50 recorded cliff failures in the vicinity. He described the current mitigation for such failures, including numerous sensors in the cliff and its drape netting, and outlined plans to ensure the long-term resilience of the railway. The many issues to consider include the complex groundwater regime and the nature of the dominant Teignmouth Breccia strata.

The problem addressed by the paper produced by Raynor and Bennett of Ove Arup is the design of OLE structures. In a wide-ranging presentation, this addressed ground investigations, selection of foundation type, constraints of construction plant and the need for cost effective design. For example, it showed how pile depth could be reduced, resulting in only a slight increase in permissible contact wire movement.

The fatigue life of riveted railway bridges was the subject of the paper presented by John Mander of Texas A&M University. He noted that, whilst appropriate for new bridges, current conservative design codes are not helpful in assessing the remaining life of older structures. His paper outlined a systematic process that considered both initial fatigue-life and post-crack fracture propagation life through to fracture. This gives a 20 per cent life extension beyond crack initiation, providing a grace period for remedial repairs.

The longevity of masonry bridges was considered by Manicka Dhanasekar of Queensland University of Technology in Australia. He described how digital-image correlation had been used to determine the deformation of masonry arches and a flat jack method was used to measure the elastic properties of aged masonry. This showed that the maximum deformation at the crown of a 150-year old bridge was 0.5 mm for freight trains and that the absolute maximum strain was well within the limit of the masonry arch barrel.

Safety and Environment

The paper “Are Hydrogen trains the answer?” was one of the few about rolling stock. This was presented by your writer and considered the environmental benefits and limitations of hydrogen trains. It concluded that they are not the answer to “life, the universe and everything”.

Loss of refrigerant contributes to greenhouse gas emissions and air conditioning failures. In his presentation, Andrea Stanio of Alstom described how a virtual twin of each train’s HVAC system, coupled with sensor data acquired from the associated physical counterpart, can provide accurate assessment of the actual amount of refrigerant in the system. This reduces both the cost of maintenance of the air conditioning system and the risk of its failure.

Potentially dangerous situation highlighted on driver’s monitor.

Comparing different optimisation algorithms to analyse metro eco-driving was the subject of a paper presented by the Universitat Politècnica de València. This was intended to take advantage of the advanced communications between train and track, which now make it possible to define multiple speed-profiles for ATO (automatic train operation) systems.

This study compared genetic algorithms with the particle swarm optimisation algorithm inspired by the collective behaviour of insect colonies and concluded that, in terms of spread, the swarm algorithm performed better.

Two papers considered train derailments. Shinya Fukagai of Tokyo’s Railway Technical Research Institute considered how the size of machining marks after tyre turning can increase risk of wheel-climb derailment. Richard Bullet of Arup referred to historic accidents as he considered mitigation for the risk of bridge collapse after derailment.

Using an intelligent vision system to improve platform safety was the subject of a presentation by Howard Parkinson of Lancaster University. In it, he identified the potential for such systems to detect potentially dangerous situations, including automatic indication on the driver’s monitor, and reduce platform dwell time. He also identified the issues that a pilot scheme would need to address.

Prize winning presentations

The presentations mentioned in this review are about a quarter of those presented at the conference. They are, of necessity, an arbitrary selection of the 98 presented to the conference, but they give an indication of the breadth, the intellectual rigour and complexity of the issues covered. Four of the papers were given special prizes. These were:

  • Best paper by a university researcher: “Analysis of a bridge approach: Long-term behaviour from short-term response” by G. Ognibene, W. Powrie, L. Le Pen, J. Harkness of the University of Southampton;
  • Best engineering application paper: “A holistic assessment approach for high-speed lines maintenance and renewal” by A Dhemaied, G Saussine, S El Janyani, Q A Ta, J M Cornet, J Lossignol, M Koscielny, A Schwager Guillemenet, A Hily C Renaud of SNCF;
  • Railway Gazette International innovation award: “Proposal of track renewal method using prepared concrete method” by S Matsuo, T Fujioka, S Watanabe, I Arai,Y Yonehara, S Kubota of the Tokyo Metro;
  • Best Paper demonstrating use of Geophysics and NDT: “Autonomous vehicle-track interaction monitoring to improve infrastructure maintenance” by S Jovanovic, P Tešić, University of Novi Sad, Serbia and M Dick, Ensco Inc, Springfield, USA.
Railway Gazette International innovation award presented to Saki Matsuo of the Tokyo Metro.

The award for the best exhibition at the conference was jointly awarded to edilon)(sedra and Staytite.

A lifetime achievement award for distinguished international service in the field of railway track engineering was also awarded to Dr Jerry Rose of the University of Kentucky. A surprise award was that given to Edna Forde for her contribution to the technical development of the PWI by the Institution’s technical director, Dr Brian Counter.

With many of those present travelling half-way around the world to present their papers, the conference demonstrated that railway engineering is an international community from which there is much to learn. It would be good to know if some of this international practice is adopted in the UK as a result of this conference.

Scherbinka’s big show

Scherbinka's dynamic exposition 2019.

The biennial international fair of Russian-gauge railway equipment that is PRO//Motion.EXPO took place over four days at the end of August. This year was the seventh such show, which offers static and dynamic exhibits, extensive exhibition halls and conference presentations, with over 700 companies present. It was held at the Scherbinka test facility, 30 kilometres south of Moscow, which opened in 1932 and has a circular test track, six kilometres in circumference.

The impressive event showcases the latest 1,520mm-gauge railway equipment and offered visitors both the opportunity to hear conference presentations which offered international insights and the chance of a close-up examination of the latest Russian-gauge rolling stock.

VL22, Russia’s first electric locomotive.

A highlight of the show is the ‘Dynamic exposition’, in which locomotives are run on the circular test track. This year’s show included nine preserved steam locomotives, Russia’s first mass-produced 3kV DC electric loco, introduced in 1938, and the latest freight locomotives.

These included the protype two-unit 2ES5S 25kV AC freight locomotive, unveiled by Transmashholding (TMH) last year, which has an autopilot and pre-emptive self-diagnostics and recently completed 5,000 kilometres of test running at Scherbinka, hauling 6,900 tonnes at up to 120km/h. As a result of a programme to localise the supply chain, 85 per cent of its value is Russian made. This includes traction equipment, transformers, compressors and control systems.

Also in the exposition was the 9,300kW three unit 3TE25K, Russian’s most powerful diesel locomotive, also built by TMH. This was introduced on the Baikal Amur main line last year and can haul freight trains of 7,000 tonnes.

Autonomous Lastochka showing the slits for its machine vision, inset shows it being demonstrated to Oleg Belozerov and Maxim Akimov.

Self-driving swallow

The event also provides an opportunity for news releases. On 30 August, the completion was announced of the re-gauging of the rail network on Sakhalin island, in Russia’s far east and just north of Japan. Until World War 2, the island was ruled by Japan, hence its railway was originally built to Japanese 1,067mm gauge. The programme to re-gauge the island’s 700-kilometre network to Russian 1,520 mm gauge started in 2003.

News from the Expo itself was that Russia’s first self-driving train had been tested at Scherbinka on the first day of the show. This was a specially fitted ES2G unit – a high-density version of the Siemens Desiro EMU variant, known as the Lastochka (Swallow), which operates the Moscow Central Circle (MCC) service. This line opened in 2016, as reported in issue 158 (December 2017), and already carries 11 per cent of Russian Railway’s passengers.

This self-driving unit has machine vision using radar, LiDAR and both conventional and infra-red cameras. It also has infrared motion sensors that are installed at the train doors to ensure platform safety, as opposed to the normal worldwide practice of using platform screen doors to control platform safety of unmanned metro services, and an ultrasonic positioning system that enables station stops to be accurate within 50 centimetres.

The autonomous train will require several months of testing to fine tune its algorithms. The intention is that services such as the MCC, with a large volume of traffic and small distances between stations, will eventually be operated by unmanned trains, whose operation will be monitored by a control centre that can operate the trains in an emergency. It is envisaged that one control room operator will be able to control ten trains, although this will require the approval of appropriate legislation.

On board the autonomous Lastochka at Scherbinka were the Deputy Chairman of the Government of the Russian Federation, Maxim Akimov, and Russian Railways chairman, Oleg Belozerov, who claimed that this Russian-developed technology was a year ahead of that being developed by foreign colleagues.

The MCC’s Lastochkas are maintained at Podmoskovnaya depot, which has a data-service centre in which it uses the Siemens Railagent application suite make full use of the fleet’s connectivity, supporting smart monitoring, data analysis and predicative maintenance. As a result, the fleet has an availability greater than 99 per cent. Some of the trains are also fitted with infrastructure diagnostic and rail fault detection systems, to maintain high infrastructure availability.

The 3TE25K, Russia’s most powerful diesel locomotive.

Shaping the future

In his speech at the opening of PRO//Motion.EXPO, Oleg Belozerov advised that the driverless train on which he had just ridden signalled a new era and highlighted the importance of artificial intelligence. He advised the conference that Russian Railways intends to become a leader in such advanced technologies and that, in particular, the company is focusing on quantum communications, which offer complete protection from hacking. This is because such communication is based on physical principles rather than cryptographic systems.

His address set the conference theme of how railway engineering technologies can shape the future. In the opening session, speakers were asked to choose one of twelve technologies that will have the greatest impact in the next ten years. In most cases, artificial intelligence was the answer, although some speakers didn’t wish to answer the question as they considered that it was wrong to focus on just one technology. Other answers were high-speed rail, big data and 5G as an enabler.

Various presentations featured the use of digital technologies for asset management, traffic management and train control. This included the development of unmanned trains, which are being developed for both freight traffic as well as metro services such as the MCC. In a presentation on digital railway traffic control technologies, Professor Efim Rosenburg, first deputy general of Russian Railway’s Research Institute, outlined a strategy to introduce moving-block signalling with interval regulation by radio.

He envisaged that this would be introduced from 2027 onwards, after initial concept testing. This would be a development for Russia’s KLUB-U train control system, for which there are currently 18,000 in-cab units in service. It would also build on the experience of coupling virtual freight trains by radio on the east Siberian railway.

In another presentation, it was estimated that reducing headways to three-minutes on the MCC, which carried 129 million passengers last year, through the introduction of a hybrid radio moving-block system would cost 13 billion roubles (£160 million) and would pay for itself in five years.

Strategy to reduce headway on the Moscow Central Circle service.

Green technologies

Technologies to reduce the rail industry’s impact on the environment were also promoted. Introducing the session on green technologies, Boris Ivanov, Russian Railways deputy head of technical policy, advised that the company’s carbon emissions had been reduced by 30 per cent since 1990, though he accepted that this was still not meeting UIC targets.

TEM5X hybrid shunting locomotive produced by Transmashholding.

His presentation showed that Russian Railways has a target to reduce CO2 emissions by 30 per cent of its 1990 baseline by 2030 and have carbon-free train operation by 2050. For particulate emissions, the target is a reduction of 40 per cent of 2005 levels by 2030 and to eliminate them by 2050.

To reduce emissions further, Russian Railways is looking at alternative energy sources, such as hydrogen. There is also a large-scale programme to introduce more efficient diesel and electric locomotives.

One such initiative is a programme to introduce battery-hybrid shunting locomotives, which are estimated to offer a 27 per cent cost reduction, equivalent to annual savings of nine million roubles (£100,000) per locomotive. As Russia has 18,000 such locomotives, which spend up to 85 per cent of their time idling, this initiative offers significant cost and environmental savings.

Other speakers referred to initiatives to replace diesel with cleaner fuels such as LNG (liquified natural gas). However, whilst this will significantly improve atmospheric pollution, it does little to reduce CO2 emissions.

Initiatives to reduce energy use at stations included the installation of solar panels and heat exchangers, which pay for themselves within two years.

Hydrogen-powered trains were also mentioned in other sessions. Alstom’s chief executive, Henri Poupart-Lafarge, described how Alstom had introduced the world’s first hydrogen train in passenger service and explained the benefits of this technology. He suggested that its use on rural routes might result in electrification equipment on little used lines being dismantled.

Joerg Liebscher, CEO of Siemens Mobility in Russia, described how his company’s Mireo commuter trains can be battery or hydrogen-powered and would use the next generation fuel cells that offer a 50 per cent increase in power density. He advised that there was a great deal of interest in hydrogen powered trains in Europe and that the German government had a 350-million-euro programme for their development.

Folding containers.

Other speakers considered that it should be possible to power freight trains by hydrogen. Whilst this is not possible in the UK, due to hydrogen storage space limitations, this may be feasible in Russia, where the use of four-unit freight locomotives to haul freight trains that are one kilometre long is not uncommon.

As Russian Railways is primarily a freight railway, there was a range of innovative wagons on display and mentioned in the conferences. These included articulated wagons with swop bodies, techniques for lightweighting and a power pack for refrigerated containers powered by an axle-end mounted hydraulic pump.

A presentation from Korea explained how folding containers had been developed to address the trade imbalance between Asia and Europe that requires containers to returned empty. In a pilot scheme introduced in July, four such folding containers take up the same space as a normal container.

Swop-body articulated freight wagon concept; graph shows that it is respectively 200 and 142 per cent more economically efficient for the carriage of grain and coal.

Austrian technology day

Day two of the Expo highlighted rail technology partnerships between Austria and Russia. This was underscored from day one when PRO//Motion.EXPO was jointly opened by Oleg Belozerov and Andreas Reichhardt, Federal Minister for Transport, Innovation and Technology of the Republic of Austria. In his opening speech, Reichhardt noted the deep friendship between Austria and Russia and suggested both countries had much to offer each other. He considered Russia to be a global leader in artificial intelligence and noted that Austria is the world’s fifth-largest supplier of railway goods and services.

The Austrian technology day was introduced by Andreas Mattha, CEO of ÖBB (Austrian Railways) who noted that both companies had spent time understanding each other’s markets and that Austrian companies were actively involved in upgrading Russian Railways’ infrastructure. He stressed the importance of environmental protection and felt that ÖBB also had much to offer in this respect.

He also considered that it was important to extend the Russian broad-gauge network into Vienna by building the proposed 400-kilometre 1,520mm line from to Kosice in Slovakia as described in issue 162 (April 2018). At an earlier press conference, Alexander Misharin, first deputy managing director of Russian Railways, advised that this project was proceeding to plan and that the feasibility study for this new line would be completed this year.

The Austrian technology day also provided an opportunity to launch a joint Austrian/Russian rail technology platform to market and co-ordinate research, innovations and bilateral technology projects. Commenting on this, Oleg Belozyorov noted the importance of this transition from direct procurements to the creation and promotion of joint products.

The session also provided the opportunity for 14 Austrian companies to showcase their products and services. In addition to the well-known names of Plasser & Theurer and Frauscher, this included Calipri, Linsinger and Kiepe Electric, which manufactures HVAC equipment for various train-builders including Bombardier, Stadler Rail, Siemens and Alstom.

Calipri produces hand-held, highly accurate profile measurement devices for wheels and rail. These use the company’s patented principle of using three laser lines with roll and pitch correction. Linsinger designs and manufactures rail milling machines, which operate at a cutting temperature of 320°C. This compares with rail grinding temperatures that can peak at 820°C and may potentially change the microstructure of the steel rail head.

A presentation from Dr Hee-Seung Na, President of the Korea Railroad Research Institute, provided another international aspect of interest. Dr Na was confident that the railway across the demilitarised zone between North and South Korea would soon re-open, following an agreement at the April 2018 inter-Korean summit. He explained how a new route across the two Koreas could be used to carry containers by rail from South Korea to Europe.

Another interesting perspective was offered by a presentation on the problem of creating a Russian industrial internet of things from Vladimir Betelin of the Russian Academy of Sciences. He noted that, by 2050, 50 billion devices will be connected to the internet and he was concerned that undeclared capabilities on Intel processors, which included auxiliary cores that monitor inputs and outputs, rendered these devices liable to cyberattack. He felt this was a factor in the development of the Stuxnet virus which had reportedly destroyed Iran’s nuclear centrifuges. For these reasons, he felt it was important for Russia to expand its ability to produce microprocessors.

Double decker coach produced by THM’s Tver carriage work, inset, shows emergency escape from the top deck.

Static display

As the Russian loading gauge is 34 per cent higher than that in the UK, this British visitor found it an awe-inspiring experience to walk around the rolling stock on display on the tracks between the exhibition and conference halls.

Vehicles that seemed to be built to the full 5.3 metre height of this gauge were the double decked coaches, a self-powered liner-tamper and self-powered snow plough that can clear snow at 40km/h.

Independent snow plough.

A much smaller exhibit was the hybrid TEM5X shunter built by TMH. This has a 200kW diesel engine, lithium-ion batteries of an unspecified capacity and a 135kN starting force.

One of the latest freight car designs offered by the United Wagon Company was its articulated hopper wagon. This has a tare weight of 36.5 tonnes and can carry 113.5 tonnes (or 160 cubic metres) of grain or fertilisers on three bogies, resulting in a maximum axle load of 25 tonnes. Due to the short gap between their two hoppers, the use of these wagons enables train weight to be increased.

TBEMA’s high-speed diagnostic coach normally operates in Siberia and Kazakhstan. It has various cameras and sensors that measure around 200 infrastructure parameters at 160km/h. This includes track geometry, pattern recognition, structure gauging, rail profile and OLE geometry. The coach undertakes ultrasonic rail testing at up to 140km/h. This high-speed testing is possible as there are separate transmitting and receiving ultrasonic sensors. The coach also has ground penetrating radar.

For a UK visitor, it was also noteworthy for having the only Union Jack to be seen at Scherbinka. This was on the coach’s standby generator, which was provided by Welland Power from the Lincolnshire market town of Spalding.

Measurement bogie of TBEMA’s high-speed diagnostic coach which includes ultrasonic sensors.
Diagnostic coach’s standby generator from the UK.
VL22, Russia’s first electric locomotive.

It would be interesting to compare the capabilities of TBEMA’s measurement coach with Network Rail’s New Measurement Train. Although TBEMA only has offices in Russia, Ukraine, India and Hong Kong, it does have a joint project in France, after SNCF engineers saw its equipment at the 2015 Expo in Scherbinka.

It may well be that the UK could learn from Russia’s infrastructure measurement techniques. There may also be lessons from its development of unmanned metro trains on lines without platform screen doors and plans for a hybrid radio moving block system.

Although these are technically challenging programmes, perhaps their most difficult aspect is the integration of infrastructure and rolling stock systems. In Russia, it seems that such integration is supported by a strong central guiding mind. In the UK, systems integration requires all parties to have aligned objectives.

Achieving this may be more difficult than overcoming the technical problems.

Interim report on Port Talbot track worker fatalities reveals “there was no safe system of work in place”

Network Rail has released an interim report into the fatalities that occurred at Margam, near Port Talbot in South Wales, on 3 July 2019.

It looks into what happened on the day and why and how the accident occurred. The full report, which will be released in a couple of months, will explore the underlying causes and will make relevant recommendations.

On the day in question, thirteen permanent way staff left Port Talbot depot to work at Margam (20 mins away). They arrived just after 08:00, whereupon the team split into two, with one team of seven working in a planned line blockage at Margam Moor while the other group of six deployed to Margam East Junction.

Some time later, three of the six were using a petrol-engine impact driver to tighten bolts in a crossing. They were all wearing ear defenders due to the high noise levels. When a bolt seized, they all became focussed on the task with no-one looking out.

Unnoticed, a GWR train approached the site at approximately 70mph. Two men, Gareth Delbridge, 64, and Michael (Spike) Lewis, 58, were struck and fatally injured while the third escaped impact with just inches to spare.

How did it happen?

Work had been planned to take place at the Margam East Junction site during the afternoon in a line blockage. But the safe work pack contained a second option, to work with unassisted lookouts that afternoon.

One of the six team members was asked to be the Person in Charge (PIC). He appointed another team member as the COSS (Controller of Site Safety).

The COSS was told to use the second system in the safe work pack and appointed distant and site lookouts.

The team of six on site at Margam East Junction decided to do extra work that wasn’t in the plan, some of which involved noisy plant to maintain bolts in a crossing.

A group of three, including the COSS, site lookout and another, moved about 150 yards away, leaving their colleagues to wait for their return.

However, the three left at the points started to work on the crossing bolts. There was no appointed COSS with them, no safe system of work and no distant lookout in place.

The Person in Charge said he would look out then became involved in the work, focussing on the bolts. None of them saw the train coming.

Track layout at Margam East Junction. The technicians were split into two groups and the three working on the Up Main didn’t hear the train approaching.

The train driver initially gave warning to the track workers using the high and low tone of the train horn but thereafter used the low tone for two long, continuous blasts as the train approached the work group. The investigation team note the requirement in the Rule Book for the high tone to be used to give an urgent warning to anyone on or dangerously near to the line. The Rule Book specifies: “Give a series of short, urgent danger warnings to anyone…who does not…appear to move clear out of the way of the train.”

It is uncertain whether a series of short high tone warnings, rather than continuous sounding of the low tone, could have resulted in the track workers becoming aware of the train earlier.

Various other anomalies are included in the report.  These include:

  • The Safe Work Pack did not specify all of the work and how it was to be safely undertaken;
  • The COSS was only appointed that morning;
  • The COSS had his authority undermined – the PIC didn’t believe a distant lookout was needed;
  • The work was started in the morning, not the afternoon as planned;
  • There was no safe system of work in place;
  • The COSS was not with the group involved when the accident occurred;
  • The group all became focussed on the task and were unaware of an approaching train;
  • The wide experience of the closely-knit group and familiarity with each other potentially affected their perception of risk.

There are still facts to be determined, and questions to be answered, which will hopefully be included in the full report when it is published.  In addition, the Rail Accident Investigation Branch (RAIB) is conducting its own report into the accident, though these typically take around 10 months to be issued.

The Office of Rail and Road (ORR) has also stated that it is undertaking an investigation.

Reaction

On the release of the interim report, Martin Frobisher, Network Rail’s safety director, said: “The whole railway family shares the loss of Gareth and Spike. Nothing will lessen the pain but understanding what went wrong and learning from that will, I hope, go some way to reassure all those affected that we will do all we can to stop it ever happening again.

“Today is the first step in that journey as we share an initial investigation into what happened. We will continue for several months to look deeper into the root causes before we make recommendations for our organisation and all of our people for the future.”

Back to portals

Headspans were necessary but now improved resilience is needed

Generally, the railway electrification schemes that first emerged in Britain, before the introduction of more recent AC designs, relied on fairly heavy equipment. Multitrack supports were generally of the portal type – that is, a heavy ‘goalpost’-style arrangement.

As new designs emerged for the development of the 25kV AC system in the 1950s, once again multitrack overhead line equipment (OLE) situations were met by solid structural arrangements. A common example on the West Coast main line south of Weaver junction was the BICC ‘Welded Road’ portal.  Other portals were of double-channel, structural steel beams.

When British Rail (BR) looked to complete the electrification of the West Coast main line northward from Crewe to Glasgow, the cost of electrification was being seriously challenged by the government. To gain approval for those northbound extensions, BR undertook an extensive review of its existing designs with the intention of reducing both capital costs and the ongoing maintenance that painted portals needed.

A typical four-track headspan being installed on the East Coast main line in the 1980s.

What emerged from that review was a new, lightweight, modularised, headspan-based support system. This new design was used on the northern extension of the West Coast main line electrification, opening the route up to electric traction.

Despite its advantages in terms of cost, the headspan does have issues with resilience and reliability. In particular, the lack of mechanical independence between registrations means that, in the event of a problem such as a de-wirement, the impact is significant, affecting multiple tracks and increasing the time to reinstate the equipment.

To help resolve these issues, engineering consultant Arup has successfully completed a ‘Headspan to Portal’ conversion project on the East Coast main line south of Peterborough. Working closely with Network Rail, Arup has provided a portal conversion design that could largely be installed during ‘rules of the route’ access.

Arup’s head of electrification, Jonathan Ridley, invited Rail Engineer to meet him in York and explain the details.

Headspans

Already described as a ‘goalpost’, a portal consists of two vertical masts which support a single horizontal beam that spans the railway. The OLE is supported from this beam, one assembly for each line.

An alternative to the portal is the headspan arrangement. This structure still comprises two vertical masts, but, instead of the beam, two horizontal tensioned wires (the upper and lower cross-span wires) are strung between them to locate the OLE.  A third, top wire is a profiled headspan wire, and this provides support to the overall arrangement.

The headspan does have the advantage of being generally cheaper and easier to install than the equivalent portal. However, the headspan is a load-balanced system where the tensions in the wire runs themselves contribute to the geometric stability.  If one wire run breaks, the design geometry will be lost, since all other wires will be out of balance.  This type of structure is therefore not mechanically independent and a failure on one track can well mean all four tracks are out of service.

Headspans require regular maintenance to check the span wire tensions, and adjustment of the equipment tends to lead to the design and replacement of assemblies.  On high-speed lines, a mechanical wave, created by the passage of a train pantograph, also affects the adjacent wire runs.

In addition, headspans can require larger foundations than a portal, so as to resist a heavy overturning moment caused by the transverse wire tension. 

Headspan wire corrosion issues have also been experienced, as well as some other disadvantages. For instance, a mid-point anchor (MPA), where the OLE wires are fixed in position at their midpoint to keep the contact wire stable, cannot be a single point restraint due to the flexible nature of the system. This results in a distributed MPA, where the catenary is restrained over several structures to distribute the load.

Because of these reliability issues, it is now apparent that headspans are best suited to lower-speed applications or circumstances where low capital cost would be more important than high availability or performance.  In the UK, headspans have been installed in large numbers, but their less-than-reliable performance means they are no longer installed for new designs on main lines.

Improving resilience

With the continued drive to improve resilience within the railway system, and in view of some of the shortcomings and restrictions of the headspan solution, there has been a growing move to seek alternatives or replacements for the wire-based cross-track structure described here.  For some time, where infrastructure projects included major reconstruction, headspans have been replaced with new portal structures. 

Luton Airport Parkway station in 2013 (Nigel Thompson)

An early example was the construction of Luton Airport Parkway station, within the original Bedford to St. Pancras electrification project, where several portals of a new design were installed. Modern designs of portal boom have replaced the welded rod format of the early years.

Recent experience of a significant number of catastrophic mainline failures has led to the consideration of the wholesale replacement of headspans, in order to improve performance and reduce disruption.

During works connected with enabling Crossrail connections to the Great Western main line on the approaches to London Paddington, there arose a need to make numerous alterations to the overhead line configuration due to staged track layout changes.

Arup became involved in the proposals, as designer for the scheme. The ‘Old Oak Common and Paddington Approaches’ (OOCPA) phase of the works involved complex staging, with continuous rearrangement of track layout and the accompanying stage-by-stage rearrangement of the OLE. However, the existing electrification scheme utilised headspan structures, as that was the standard design protocol at the time of construction in the early 1990s.

Analysis carried out by Arup confirmed that multiple sequential rearrangement of OLE on a headspan was not practical, as the balanced-cable arrangement would not allow for the easy rearrangement of individual wire runs, whereas small part steelwork (SPS) on a fixed portal beam could be adjusted relatively easily as the track alignment changed during construction staging. 

Designers considered installing new portal structures, but they also examined the feasibility of utilising the existing steel support structures and landing a new portal beam on them.

Learning from a Network Rail trial project, at Potters Bar on the East Coast main line, Arup produced proposals for a practical method of converting the OOCPA headspans to portals, which was progressed over a small number of strategic OLE structures. As the headspans in the site formed a mid-point anchor, a new mid-point portal was installed for practical reasons, but the conversion of adjacent headspans went ahead as per the Form A design.

Valuable experience was gained from these OOCPA conversion works. For example, one of the masts on a headspan was found to be rotated by around nine degrees – not a problem when supporting flexible span wires but quite inconvenient when supporting a stiff fixed portal beam. In addition, the installation of the portal beam impacts the type of loading on the supporting steel.

Portals for Connington

The Connington area, on the East Coast main line south of Peterborough, experiences relatively high windspeeds and, as such, is prone to dewirements, resulting in significant train delays over recent years. Network Rail identified this area for conversion to portals to help build resilience into the OLE system. Arup was commissioned to prepare a design study to look at replacing several headspans in the area. Again, the provision of installing new structures was rejected and a detailed analysis of the possibility of reusing the existing support masts was undertaken.

Using Arup’s well-developed tools for assessing geotechnical issues and ground conditions, a close study of the foundations was made, to discover whether they would cope with the varied stresses and loads from the new portal geometries.

Point cloud surveys of the existing structures were undertaken.

Economy would best be achieved by the reuse of the existing masts, but these would have been installed in a manner that facilitated the cross-track wires.  Using point cloud surveys, the precise positions of the masts had to be recorded, along with any skew or twist as had been seen at Paddington, which would have an impact on the loading of the finished portal.

Ground engineering studies of the foundations were essential as the original foundations would have been installed to take cross-track stress rather than the new loadings imposed by the beams. This involved a detailed structural analysis to determine the existing foundation loads and compare them with proposed portal loads. Arup’s proprietary software was used both to model the new loads imposed on the foundations and to check the stresses in the Series 1 boom and connection angle to the masts due to the loads of the UK1 OLE, a design first used on the West Coast main line for higher train speeds, and the OLEMI (OLE Master Index) equipment which continued to support the OLE in the conversion.

Installing a portal beam while the headspan remains in place.

In summary, the emphasis was on the strength of the concrete, reinforcing bar cover and the general suitability of the foundation for the portal conversion. However, without the cross wires, the bending stress on the vertical structures is reduced.  In all cases, the foundations at Connington were side-bearing concrete – no piles were involved.

Following these initial design considerations, a detailed design for thirty structures was prepared, covering this high-risk area on the East Coast main line. Performance aspirations would suggest that all headspans in a tension length should be changed, but the complexity of replacing items such as mid-point anchors and neutral-section supports drove the decision to convert only the simpler, multitrack headspans within the tension length. Mid-point anchors, booster transformer structures, and switching structures were among some of the structures deemed too complex for this phase of the headspan-to-portal conversion projects.

Installing the Portal booms

Many design and construction meetings were held with the Network Rail’s works delivery team, accompanied by drawing revisions, such as extra dimensions, to suit the construction team’s needs on site. Installation was carried out on site by Works Delivery, acting as principal contractor. Design acceptance was similarly eased by working with the E&P (electrification and plant) and structures route asset managers, and the crane provider was brought in at an early stage.

Staging of the work was very important, particularly on such a heavily used route. The design, therefore, detailed all of the stages of the conversion process, not just the finished result, taking into account the analysis of both mast and boom orientation, the detailed construction methodology and a view of simple versus complex structure types.

First, after the headspan wire was removed, the new boom was landed on the two main steel masts, with the two cross wires retained. After this interim stage, the SPS was modified, in a staged process, to fit in with site availability and line possessions. 

Lifting in the new boom was a complex procedure, each one weighed in excess of a tonne and had to be manipulated into the final position with existing wires in situ, but, once it was in place, the processes became more self-contained. An initial stage-by-stage approach could have led to one road being upgraded at a time, but Jonathan Ridley pointed out that, in practice, all four roads were completed at once.

If an incident occurs, damage is now usually limited to the single track involved and the equipment can be returned to normal operating condition in less time than if the failure occurred on a headspan structure.

With the conversion of 30 headspans completed, Arup can look to the future. The next step is to convert a complete tension length, including all of the complex structures that were left out in this conversion project. Further evaluation of the complex structures will be required as part of a new feasibility study and the performance improvement gain is expected to be considerable.

Whilst the reasons for the original switch to headspans can be readily understood, when their low capital cost contributed to obtaining authorisation for important electrification schemes, it resulted in reliability that was less than that of the original portals. Now the design has gone back full circle, to the cost-effective conversion of those headspans back to portals, delivering the reliability that today’s busy railway needs.

Seven into Four does go – at Thickley Wood footbridge

The refurbished main span of Thickley Wood bridge.

Thickley Wood footbridge at Shildon, County Durham, is unusual but reflects the growth and decline of the local coalfields. Spanning the historic Stockton & Darlington Railway, this bridge dates from 1857, at which time it was a cast iron span of 16.5 metres over the Darlington to Bishop Auckland line.

As the collieries expanded to meet the demands of Victorian Britain’s industries, so were additional sidings required. In 1868, a second wrought iron girder span of 10.9 metres was added to the south and, in 1875, four additional wrought iron lattice spans, one of 7.7 metres and three of 15.2 metres, were added to the south. At this time there were two running lines and six sidings passing below the bridge.

Although, there had been 27 miles of sidings around Shildon at their peak, by 2018, there were just two running lines and a single siding passing beneath the bridge, with the first three spans being redundant.

The sidings at Shildon in their heyday, with Thickley Wood bridge in the background.

The bridge carries a footpath, much used by walkers and recreational visitors to Thickley Wood. The bridge is just 40 metres to the east of ‘Locomotion’, part of the National Railway Museum.

The oldest section, ‘span 7’, is cast iron and is listed Grade II because it is “a single casting of exceptional length”. This includes a maker’s plate, ‘HARRIS MDCCCLVII MAKER’. John Harris was the Stockton & Darlington Railway’s resident engineer from 1836 to 1844. He then became self-employed, and one of his many businesses was Hopetown foundry, in Darlington, where he cast this bridge.

It was recognised by Network Rail that parts of the bridge were in very poor condition and that substantial investment would be required to return it to full strength.

Seen in 2017, the bridge’s poor condition contrasts with the modern Locomotion museum alongside.

Local concerns

The 1825 Stockton & Darlington Railway was the birthplace of Britain’s railway system and was designated in 2018 by Historic England as a Heritage Action Zone. This is part of a five-year project to unlock potential investment into the structures and environment surrounding the Stockton & Darlington Railway with the aim of creating an iconic tourist attraction that will increase economic growth in the surrounding area. As a result, any works around it have the potential to be controversial.

In 2018 Network Rail submitted an application for local authority planning consent for the works as they would affect a listed structure. This described the removal of the redundant spans replacing these with an embankment and the refurbishment of the remaining spans. This being the only realistic economic solution.

These proposals met with much criticism locally. There were concerns that the work would destroy the character of the bridge and the wish was expressed that the bridge should be preserved especially leading up to the bicentenary of the S&DR.

Thickley Wood bridge, before renovation (top) and after (bottom).

Jonny Ham, Network Rail’s project manager, explained: “The design stage was a real challenge and we treated the whole bridge as a listed structure, even though it was only the original three spans that were protected.

“We were conscious that we wanted to be sympathetic to the design of the bridge, so we replicated the original metal latticework in the railings of the new ramped access, and painted the bridge in its original shade of grey”.

In its submission, Network Rail commented: “By maintaining different styles of bridge across the spans, the appearance of the bridge will alter, but this will tell a story of the development of the railway across a period of time. The appearance of the bridge will reflect one altered over the years to accommodate an ever-changing railway and local landscape.”

In March 2018, both Shildon Town Council and Durham County Council considered the application and raised no objections to Network Rail’s proposals.

Design

Leeds-based Construction Marine Ltd (CML) was awarded the £1.6 million contract for the works under its RCDP (Renewals Collaborative Delivery Programme) framework contract. The project at this point was at GRIP 3 (option selection) stage. CML’s Nigel Lea and Mark Anderson explained to Rail Engineer how the project was delivered.

CML prepared an options report, based on Network Rail’s remit, with several alternatives being considered for each of the bridge’s seven spans. Network Rail had liaised over a couple of years with Durham County Council to understand which options were likely to be acceptable at this sensitive location, and this guided the optioneering process.

CML prepared an options report, based on Network Rail’s remit, with several alternatives being considered for each of the bridge’s seven spans. Network Rail had liaised over a couple of years with Durham County Council to understand which options were likely to be acceptable at this sensitive location, and this guided the optioneering process.

Span 4, spanning the Locomotion access siding and overgrown siding area, before work began.

There was prolonged and more detailed consideration on costing and practicality of the various options than is usual, to ensure that the planning application would be very detailed, and the logic fully justified.

The agreed solutions were:

  • The four redundant 1875 lattice side-spans (1-4) would be removed and spans 1 to 3 replaced with an embankment. This was designed to be a reinforced earth structure, reducing fill requirements but also enabling its footprint to remain much the same as the original bridge, and fit within the adjacent boundary fencing of the ‘Locomotion’ museum;
  • Span 4 would be replaced with a standard LM footbridge welded steel span. The original pier between spans 3 and 4 was to become an abutment, with new wing walls built from masonry recovered from the demolished piers. The reinforced embankment behind the abutment would be self-supporting but a compressible layer between fill and masonry would be provided to ensure that no thrust would be imposed on the slender pier;
  • Span 5 (1868 span) would be retained and the wrought iron structure repaired and repainted, timber decking refurbished and full height parapet handrails installed;
  • Span 6 would receive minor masonry repairs and have a lightweight in-situ concrete deck installed;
  • Span 7 (the listed 1857 cast iron span), would have stitch repairs to its cast iron cross girders, making good poor historic repairs, and would be repainted. This, too, would have a lightweight concrete deck over the waterproofed jack arches, and improved parapets;
  • In addition, a second embankment would be formed to provide a wheelchair-friendly access ramp up to span 7 from the former track bed, connecting with the foot and cycleway that connects the town to the museum. This was to be funded by Durham County Council and was designed to be easily removable as it occupies a former track bed that might at some point in the future be required should freight expansion take place.

Construction

Before works began at the end of August 2018, the CML project team met with representatives of Network Rail, National Railway Museum, landowners and Friends of the Stockton & Darlington Railway, to fully explain the scope and timeline of the project.

Removing the old Span 3, September 2018.

Following initial site clearance operations, the team installed a temporary 120-metre access road from the site compound, which was established adjacent to the ‘Locomotion’ access road. This was designed to cope with the bulk earthworks deliveries and bridge delivery. Good, regular liaison with the museum team ensured deliveries of plant and materials did not affect their peak visitor periods. Crane pads and a large laydown area were constructed to store the removed and new spans.

The siding into ‘Locomotion’ through span 4, was blocked throughout the project.

On 15/16 September, the four lattice spans were lifted out by a 150-tonne LTM 1150 Crane. The 10-tonne spans 1 and 2 were lifted out during the day and these placed in the laydown area. The crane then de-rigged and moved forward to lift out spans 3 and 4 during a 23:00-06:00 possession of the Darlington – Bishop Auckland line.

During November to January, the new reinforced earth embankment was designed and constructed by Maccaferri using its Terramesh system. This combined the use of galvanised steel cages to face the embankment with geo-fabric tensile straps installed in layers as the embankment was constructed.

The fill for the embankment facing was locally sourced gabion stone, tipped adjacent to the work areas and loaded into the 3000mm wide facing baskets, to create a drystone wall appearance. The central fill was placed by 25-tonne and 13-tonne excavators, a D6 bulldozer and dumptrucks and compacted in 150mm layers by rollers and plates.

Forming the base of the new southern embankment with Paragrid 80/50 reinforcement.

The geotextile straps were installed in sequence with the erection of the facing baskets. Paragrid 80/05 reinforcement was laid every other layer at the face edge. As the works proceeded, temporary scaffold edge protection was attached to the baskets.

Pockets of pre-seeded soil mixture were incorporated into the upper section of the face, which will result in grass-covered walls. The lower will remain stone-faced, matching the adjacent walls of ‘Locomotion’. The new access ramp at the north end was constructed using a mix of reinforced earth and, at the lower ends, natural fill. The steel footway fencing of the south embankment incorporates a lattice design, reflecting the original girders, the north ramp has steel, five-rail estate fencing.

The masonry wing walls and repairs to other part of the structure were carried out by a team from Darlington-based D France Masonry. They constructed the walls using recovered stone from the demolished piers, matching exactly the historic masonry.            

The new span 4 was fabricated by Britcon Engineering Services at Scunthorpe and the pre-cast retention units by Ebor Concrete. These were installed in possession by a Liebherr 160-tonne crane – the bridge unit weighed 9 tonnes and this planned lift was delayed by two weeks due to high winds.

The repairs to span 5 were carried out by HS Carlsteel Engineering. This span has a timber deck, which was refurbished using timbers recovered from the demolished spans 1-4.

Spans 5 and 7 were wet blasted to Sa2.5, and an M24 paint system applied by Bagnalls, in a series of Saturday and weeknight rules of the route possessions of the Darlington – Bishop Auckland line.

Following the blasting, further cracking was identified in the bottom flange of the cast main beams. A supplementary planning consent for additional repairs to the listed structure was quickly agreed. These fractures, together with the known problems with the cross girders, were repaired using the Metalock stitch system.

The heritage of the site and structure were very much in the CML teams mind during the project. In addition to the use of recovered timber and masonry, the redundant lattice span 4 was donated to the Friends of the Stockton & Darlington Railway. Ross Chisholm explained that this is in store at the Weardale Railway but that they hope to use this as a training project for the next generation of tradespeople. Once restored it will be displayed within the Heritage Action Zone.

The opening of the completed bridge took place on 28 March, attended by 30 representatives from stakeholding groups. Despite their initial concerns at the scope of the works, the Friends of the Stockton & Darlington Railway complimented Network Rail and CML, describing the bridge as a “good job well done” and were very pleased to have been involved in the project.