Basic Track
Transcription
Basic Track
Chapter AMERICAN RAILWAY ENGINEERING AND MAINTENANCE OF WAY ASSOCIATION _________________________________________ Practical Guide To Railway Engineering Basic Track 3-1 ©2003 AREMA® AREMA COMMITTEE 24 - EDUCATION & TRAINING Basic Track Joseph E. Riley P.E. Metra Chicago, IL 60661 jriley@metrarr.com James C. Strong P.E. Parsons Transportation Group Martinez, CA 94553-1845 strongrrdes@aol.com 3-2 ©2003 AREMA® Chapter CHAPTER 3 - BASIC TRACK Basic Track The engineer will frequently work from a set of standardized railway or transit standards when making his or her selection of track components for any given design project. However, a basic understanding of elementary track componentry, geometry and maintenance operations is necessary if intelligent decisions are to be made within the options that are typically available. 3.1 Track Components W e begin our study with the prime component of the track – the rail. 3.1.1 Rail Rail is the most expensive material in the track.1 Rail is steel that has been rolled into an inverted "T" shape. The purpose of the rail is to: • Transfer a train's weight to cross ties. • Provide a smooth running surface. • Guide wheel flanges. 1 Canadian National Railway Track Maintainer’s Course 3- 3 ©2003 AREMA® CHAPTER 3 - BASIC TRACK The first rails were wooden. Later iron straps were added to the wooden rails to reduce wear. This was followed by cast iron rails and finally, steel rails were rolled from an ingot. (See Figure 3-1) Today, steel rail is rolled in a continuous casting process. Over the years, the shape of rail has also changed. However, the "T" rail section, first rolled in 1831, has been the standard Figure 3-1 Rolled Rail – Photo by J. E. Riley in North America ever since. Rails vary in weight and shape (known as "section"). Identification of Rail The weight of rail is based on how much the rail weighs in pounds per yard. Over the past 200 years, increasingly heavier rail was required to handle the increased weight of locomotives and rolling stock and traffic volume increases. The largest rail commonly used today is 136 lb., although 140 lb. is still rolled and second-hand 152 lb. rail is available in limited quantities. AREMA has recently recommended a new rail section to maximize available head wear and minimize stress related failures. This section is the 141 lb., but is not yet widely in use. A rail's weight, along with its section and other information, is rolled as a raised character onto the web of the rail. The rail section refers to the shape of the cross-section of a rail. For example, there are several sections of 100 lb. rail. Rail mills identify the different shapes and types of rails by codes rolled onto the rail's web. The section code appears right after the weight. The section codes signify different dimension and shape standards. These codes further represent the engineering group, which created the design plan (thus, the standard) for that rail section. Some of the more common section codes are: RE: REHF: American Railway Engineering Maintenance of Way Association (AREMA). AREMA “head free” section. ARA-A: American Railway Association, “A” section. ARA-B: American Railway Association, “B” section. ASCE: American Society of Civil Engineers. 3- 4 ©2003 AREMA® CHAPTER 3 - BASIC TRACK The rail section base dimension is important when choosing tie plates, rail anchors and pre-drilled timber ties and concrete ties. The height of the rail and the width of the head of the rail are important to determine the selection of joint bars. Next, the method of hydrogen elimination is specified. CC indicates that the rail was controlled cooled. Controlled cooling was first utilized in the late 1930's. Rail rolled prior to this date has a proclivity to the formation of dangerous transverse defect type fissures. Other methods used in new rail today to eliminate hydrogen bubbles, includes controlled cooling of blooms (BC) and Vacuum Degassing (VT). Finally, the rail manufacturer, the year rolled and the month rolled are also indicated. On the opposite side of the web of the rail, additional information is hot stamped indicating whether the rail has been end hardened (CH), the heat number, rail letter designation if not continuous cast, indicating from what part of the ingot the rail is from and if of a special metallurgy, the designation for special alloys. The information provided by the rail branding and stamping provides valuable insight to the suitability for reuse of second-hand rail in a variety of situations. For example, many railways limit the use of rail stamped as an "A" rail within the ingot to slow speed yards and sidings because of the potential for the creation of seams in the head and web of the rail called pipe rail or the development of vertical split heads. This does not mean that “A” rail cannot be used in main tracks, as rail chemistry is probably a better indicator of the proclivity of the development of such defects. In general, rail sections smaller than 90 lb. should not be utilized for new construction, but is available second-hand for replacing rail in trackage utilizing the given section. Ninety lb. and 100 lb. sections are adequate for many transit and light tonnage industrial park trackage. New trackage, exposed to 100-ton or heavier cars, should not utilize rail sections smaller than the 11525 RE. Second-hand 11025 and 11228 RE are comparable to the 11525 RE section, but have a proclivity to head and web separations due to the reduced radius in the fillet between the web and the head of the rail. Good rail in these sections is becoming increasingly more difficult to find and the engineer may wish to give serious thought about the possibility of securing usable replacement rail in these sections for maintenance purposes in later years. The common 5-1/2" base sections (11525 RE and 119 RE) are commonly specified for medium tonnage and/or commuter/passenger/transit lines. For heavy tonnage trackage, the 6" base rail sections are preferable. These include 13225 RE, 133 RE, 136 RE, 140 RE and the new 141 RE sections. Various 130 and 131 lb. sections are available second-hand, but many have head and web separation related problems. The engineer wishing to utilize second-hand rail must take into consideration the amount of tread (top of rail) and gage wear present on the rail. Rail ends bent, kinked or badly battered may not be suitable for jointed rail relay use. The AREMA Manual for Railway Engineering has recommended maximum wear and alignment tolerances that are designated by the category of track usage. If the rail is to be welded into continuous welded rail strings (CWR), end batter and bent ends can be cropped off, but gage and tread wear, as well as surface defects such as engine burns or bad shells, 3- 5 ©2003 AREMA® CHAPTER 3 - BASIC TRACK may make a rail unsuitable for welding. If available, the engineer should attempt to secure the rail's defect history. The engineer should not be afraid of utilizing secondhand rail. Indeed, rail exposed earlier in its life to nothing heavier than the 70-ton car has often become work hardened. New rail today exposed to unit train tonnage is abraded away before it ever becomes work hardened. On the other hand, today's rail steels possess improved rail chemistries that permit life expectancies exceeding a billion gross tons, whereas yesterday’s rail rarely lasted more than 600 million gross tons. Whenever possible, the engineer should specify the use of welded rail. The elimination of the joint will reduce future maintenance costs by exponential factors. New rail is rolled in lengths of either 39 or 80 feet in length. Construction is presently under way to roll rail in even longer lengths. These rails are then welded in a controlled environment into individual strings of up to 1600 feet in length for delivery to the field. 3.1.2 Ties Ties are typically made of one of four materials:2 • Timber • Concrete • Steel • Alternative materials The purpose of the tie is to cushion and transmit the load of the train to the ballast section as well as to maintain gage. Wood and even steel ties provide resiliency and absorption of some impact through the tie itself. Concrete ties require pads between the rail base and tie to provide a cushioning effect. Timber Ties It is recommended that all timber ties be pressure-treated with preservatives to protect from insect and fungal attack.3 Hardwood ties are the predominate favorites for track and switch ties. Bridge ties are often sawn from the softwood species. Hardwood ties are designated as either track or switch ties. Factors of first importance in the design and use of ties include durability and resistance to crushing and abrasion. These depend, in turn, upon the type of wood, Canadian National Railway Track Maintainer’s Course 1965 Roadmasters & Maintenance of Way Association Proceedings, Quality Track Maintenance Factors – Their Relative Importance, W. W. Hay 2 3 3- 6 ©2003 AREMA® CHAPTER 3 - BASIC TRACK adequate seasoning, treatment with chemical preservatives, and protection against mechanical damage. Hardwood ties provide longer life and are less susceptible to mechanical damage. Track Ties Timber track ties are graded with nominal dimensions of 7" x 9" x 8'-6" or 9'-0" or smaller ties which are 6" x 8" x 8'-0". (See Figure 3-2) The 6" x 8" x 8'-0" are typically utilized for sidings, industry tracks and very light density trackage. An industrial grade of both ties is also available. These ties have more wane, bark, splits or other surface related defects than recommended under the timber grading rules. Both AREMA and the Railway Tie Association (RTA) publish specifications and standards relating to the grading of timber and the definitions for the above timber physical characteristics. The cost savings may make industrial grade ties attractive for some plant trackage exposed to infrequent and light tonnage. It is generally acknowledged that the quality of hardwood tie available today does not meet yesteryear's standards. Thus, the additional cost of providing gang plates, S-irons or C-irons for the tie ends may be a worthwhile investment in extending tie life from end splitting failures. Track ties may be ordered adzed and pre-drilled for the appropriate rail section to be used if desired. Secondhand ties, reclaimed from line abandonments, may also be available. There is wide debate regarding the suitability and cost effectiveness of using recovered ties. Deterioration of that part of the tie previously buried in the ballast occurs rapidly once the tie is exposed to the air. If second-hand ties are used, do not turn the tie over, thus providing a fresh surface for the top of the tie. These ties will deteriorate very quickly. Better to plug the tie, adze the surface if necessary and insert the tie as it was originally orientated. Occasionally, softwood ties may be specified for a track tie. Their use is limited to temporary track situations such as shoe-fly's, etc., or where tonnage is very light or hardwood species are prohibitive in cost. For quality maintenance, ties should be not less than 8 ft. 6 in. in length. For moderately heavy or heavy-traffic conditions, especially on curves of 6 degrees or more, the 9-ft. tie is preferred, 7 in. by 9 in. in cross-section, because of the greater stability from the larger support and friction area. It also assists in restraining continuous welded rail. For lines of moderate to medium tonnage, a tie spacing equivalent to 22 ties per 39-ft. rail Figure 3-2 Hardwood Track Ties – Photo by J. E. Riley (21-1/4 in.) is sufficient. Heavy tonnage lines or lines with sharp curves will find 24 ties per rail panel (19-1/2-in.) to have advantages in holding gauge and reducing bending moment stresses in the rail. 3- 7 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Switch Ties Switch ties (Figure 3-3) are commonly hardwood species, usually provided in either 6" or 12" increments beginning at 9'-0" up to 23'-0" in length. Nominal cross-section dimensions are 7" x 9", although larger ties are specified by some railways. The primary use for switch ties is relegated to turnouts (thus their name). However, they are also used in bridge approaches, crossovers, at hot box detectors and as transition ties. Some railways use switch ties in heavily traveled Figure 3-3 Switch Timber – Photo by Craig Kerner road crossings and at insulated rail joints. Switch ties ranging in length from 9'-0" to 12'-0" can also be used as "swamp" ties. The extra length provides additional support for the track in swampy or poor-drained areas. Some railways have utilized Azobe switch ties (an extremely dense African wood) for high-speed turnouts. The benefits associated with reduced plate cutting and fastener retention may be offset by the high import costs of this timber. Softwood Ties Softwood timber (Figure 3-4) is more rot resistant than hardwoods, but does not offer the resistance of a hardwood tie to tie plate cutting, gauge spreading and spike hole enlargement (spike killing). Softwood ties also are not as effective in transmitting the loads to the ballast section as the hardwood tie. Softwood and hardwood ties must not be mixed on the main track except when changing from one category to another. Softwood ties are typically used in open deck bridges. Figure 3-4 Softwood Timber - Photo by J. E. Riley 3- 8 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Concrete Ties Concrete ties (Figure 3-5) are rapidly gaining acceptance for heavy haul mainline use, (both track and turnouts), as well as for curvature greater than 2°. They can be supplied as crossties (i.e. track ties) or as switch ties. They are made of pre-stressed concrete containing reinforcing steel wires. The concrete crosstie weighs about 600 lbs. vs. the 200 lb. timber track tie. The concrete tie utilizes a Figure 3-5 Concrete Ties – Photo by Kevin Keefe specialized pad between the base of the rail and the plate to cushion and absorb the load, as well as to better fasten the rail to the tie. Failure to use this pad will cause the impact load to be transmitted directly to the ballast section, which may cause rail and track surface defects to develop quickly. An insulator is installed between the edge of the rail base and the shoulder of the plate to isolate the tie (electrically). An insulator clip is also placed between the contact point of the elastic fastener used to secure the rail to the tie and the contact point on the base of the rail. Steel Ties Steel ties (Figure 3-6) are often relegated to specialized plant locations or areas not favorable to the use of either timber or concrete, such as tunnels with limited headway clearance. They have also been utilized in heavy curvature prone to gage widening. However, they have not gained wide acceptance due to problems associated with shunting of Figure 3-6 Steel Ties signal current flow to ground. Some lighter models have also experienced problems with fatigue cracking. 3- 9 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Alternative Material Ties Significant research has been done on a number of alternative materials used for ties. These include ties with constituent components including ground up rubber tires, glued reconstituted ties and plastic milk cartons. Appropriate polymers are added to these materials to produce a tie meeting the required criteria. To date, there have been only test demonstrations of these Figure 3-7 Alternative Type Material Tie materials or installations in light tonnage transit properties. It remains to be seen whether any of these materials will provide a viable alternative to the present forms of ties that have gained popularity in use. (Figure 3-7) 3.1.3 Ballast Section A principal purpose of the ballast section is to anchor the track and provide resistance against lateral, longitudinal and vertical movement of ties and rail, i.e., stability.4 Additionally, the ballast section bears and distributes the applied load with diminished unit pressure to the subgrade beneath, gives immediate drainage to the track, facilitates maintenance and provides a necessary degree of elasticity and resilience. Good drainage is of utmost importance to assure required stability. Ideal qualities in ballast materials are hardness and toughness, i.e., freedom from shattering under impact, durability or resistance to abrasion and weathering, freedom from deleterious particles (dirt), workability, compactability, cleanability, availability, and low first cost. The principal desired characteristic is maximum stability at minimum over-all economic cost, including frequency of maintenance cycle, life of rails, ties and fastenings, and the labor costs. Quality maintenance requires that more attention be given to the quality and characteristics of ballast. The practice of buying ballast purely because of low first cost or accessibility is clearly suspect. The ballast sizes recommended in the AREMA Manual for Railway Engineering are time-proven and acceptable. However, a number of AASHTO and ASTM gradations are similar to AREMA’s and may be acceptable for use in some situations. This may be more cost effective in locales where AREMA gradations are not readily available but 1965 Roadmasters & Maintenance of Way Association Proceedings, Quality Track Maintenance Factors – Their Relative Importance, W. W. Hay 4 3-10 ©2003 AREMA® CHAPTER 3 - BASIC TRACK highway rock gradations are available. The comparison chart found at the back of this chapter cross-references various gradations. More important factors, probably, are the shape of the ballast particle, its degree of sharpness, angularity, and surface texture or roughness. These factors have been shown to have a significant effect upon the stability and compactability of aggregates in general. The ballast types most nearly meeting the ideal requirements, in order of preference, are granite trap rock, hard limestone, open hearth and blast furnace slags, other limestones, prepared gravels, chat, volcanic ash, pit-run gravel and coarse sand (as a last resort). There are other materials of local deposition that may be usefully considered, especially for light-traffic and industrial switching tracks. Keeping ballast in a clean, free-draining condition begins with the selection of a ballast material that is tough, durable, not subject to abrasion, and free of clays, silts, and soft and friable pieces. Beyond that, maintaining adequate drainage and cleaning or renewal should be performed as needed. Shoulder and intertrack cleaning are satisfactory until the ballast becomes cemented, too finely abraided, or until mud and dirt have collected under the ties and in the cribs. At this point, undercutting and cleaning, or undercutting, wasting and replacing with new ballast is in order. Undercutting may also be a necessary alternative to raising track during the surfacing and re-ballasting program where overhead clearances are restrictive. (See the Appendix – Maintenance Processes for specific procedures used in undercutting.) The depth of ballast required is a function of the supporting capacity of the subgrade. It should be sufficient to distribute the pressures to within the bearing capacity of the subgrade. Uniform distribution of pressures is another factor that varies with depth. Usually, a minimum depth of 18 to 24 inches is necessary to achieve uniform distribution. This depth may be distributed between ballast and sub-ballast. The greater the height of ballast around the tie, the greater is the resistance to vertical displacement. The same holds true for shoulder and lateral displacement. A full crib of high-grade ballast should be maintained for continuous welded rail with a ballast shoulder width of 10 to 12 in. beyond the ends of tie considered as ideal. Check individual railway standards for designated ballast shoulder widths. Typically, 12” is required on the high side of curves and some railways will specify as little as 6” on tangent shoulders and the low side of curves. For jointed track, a minimum height of no more than two inches below top of tie should be held with 6 to 8 in. of ballast shoulder outside the ends of ties. For gravel, chat and other materials of lesser quality, the crib should be filled to the top of tie and a 10- to 12-in. shoulder maintained beyond the tie end. The practice of permitting the sloping of the ballast section downward at the tie ends rather than maintaining a shoulder may reduce the lateral resistance needed for continuous welded rail. 3- 11 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.1.4 Rail Joints The purposes of the rail joint (made up of two joint bars or more commonly called angle bars) are to hold the two ends of the rail in place and act as a bridge or girder between the rail ends.5 The joint bars prevent lateral or vertical movement of the rail ends and permit the longitudinal movement of the rails for expanding or contracting. The joint is considered to be the weakest part of the track structure and should be eliminated wherever possible. Joint bars are matched to the appropriate rail section. Each rail section has a designated drilling pattern (spacing of holes from the end of the rail as well as dimension above the base) that must be matched by the joint bars. Although many sections utilize the same hole spacing and are even close with regard to web height, it is essential that the right bars are used so that fishing angles and radii are matched. Failure to do so will result in an inadequately supported joint and will promote rail defects such as head and web separations and bolt hole breaks. There are three basic types of rail joints (Figure 3-8) • Standard • Compromise • Insulated Figure 3-8 Conventional Bar, Compromise Bar & Insulated Joint Bar – Photo by J. E. Riley 5 Canadian National Railway, Track Maintainer’s Course 3- 12 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Standard Joints Standard joint bars connect two rails of the same weight and section. (See Figure 3-9) They are typically 24" in length with 4-bolt holes for the smaller rail sections or 36" in length with 6-bolt holes for the larger rail sections. Alternate holes are elliptical in punching to accommodate the oval necked track bolt. Temporary joints in CWR require the use of the 36” bars in order to permit drilling of only the two outside holes and to comply with the FRA Track Safety Standard’s requirement of maintaining a minimum of two bolts in each end of any joint in CWR. Figure 3-9 Standard Head-Free Joint Bar – Photo by J. E. Riley Compromise Joints Compromise bars connect two rails of different weights or sections together. (See Figure 3-10) They are constructed such that the bars align the running surface and gage sides of different rails sections. There are two kinds of compromise joints: • • Directional (Right or Left hand) compromise bars are used where a difference in the width of the head between two sections requires the offsetting of the rail to align the gage side of the rail. Figure 3-10 Compromise Joint Bar – Photo by J. E. Riley Non-directional (Gage or Field Side) are used where the difference between sections is only in the heights of the head or where the difference in width of rail head is not more than 1/8" at the gage point. Gauge point is the spot on the gauge side of the rail exactly 5/8" below the top of the rail. To determine a left or right hand compromise joint: • Stand between the rails at the taller rail section. • Face the lower rail section. 3- 13 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • The joint on your right is a "right hand". • The joint on your left is a "left hand". Insulated Joints Insulated joints are used in tracks having track circuits. They prevent the electrical current from flowing between the ends of two adjoining rails, thereby creating a track circuit section. Insulated joints use an insulated end post between rail ends to prevent the rail ends from shorting out. There are three types of insulated joints: • Continuous • Non-continuous • Bonded Continuous insulated joints (Figure 311) are called continuous because they continuously support the rail base. No metal contact exists between the joint bars and the rails. Insulated fiber bushings and washer plates are used to isolate the bolts from the bars. The joint bars are shaped to fit over the base of the rail. This type of insulated joint requires a special tie plate called an "abrasion plates" to properly support the joint. Figure 3-11 Continuous Insulated Joint – Photo by J. E. Riley Non-continuous insulated rail joints are called non-continuous because these joints don't continuously support the rail base. A special insulating tie plate is required on the center tie of a supported, non-continuous insulated joint. Metal washer plates are placed on the outside of the joint bar to prevent the bolts from damaging the bar. There are two common kinds of non-continuous insulated joints: • Glass fiber. • Polyurethane encapsulated bar. 3-14 ©2003 AREMA® CHAPTER 3 - BASIC TRACK The glass fiber insulated rail joint (See the bar to the right in Figure 3-8) replaces the joint bar with a reinforced glass filament bar. Metal washer plates are placed on the outside of the joint bar to prevent the bolts from damaging the bar. The polyurethane encapsulated insulated bar (Figure 3-12) is a steel joint bar completely encapsulated in polyurethane over the entire joint bar surface. The Poly joint uses insulating bushings to insure that track bolts do not short out the track. Figure 3-12 Poly Insulated Joint – Photo by J. E. Riley Bonded insulated rail joints (commonly called plugs or slugs) (See Figure 3-13) are made up of two pieces of rail, which utilize an epoxy resin to glue the insulated bars to the rail sections. They are bolted together using bushings to isolate the bar from the rail steel itself. The bolts maintain the alignment of the bars and rail until the epoxy cures. The bars are typically of a heavier section (Dsection) to provide extra support for the epoxy. These units can be Figure 3-13 Bonded Insulated Joint (Plug) – Photo by J. E. Riley purchased in a variety of made up lengths. The completed assembly is then thermit welded into the track structure. This is the preferred type of insulated joint to use in continuous welded rail (CWR). 3-15 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.1.5 Tie Plates The primary purpose of a tie plate is to provide a smooth and uniform bearing surface between the rail and the tie.6 This prevents the rail from cutting into the tie. The plate also helps to maintain gauge. Plates that are canted (typical cant is 1 in 40) tip the rail slightly to better distribute the wheel load to ties. Tie plates are designated as either single shoulder or double shoulder (Figure 3-14). Figure 3-14 7-3/4” X 14” Double Shoulder Plates – Single shoulder plates are typically used for Photo by J. E. Riley rail weights running from 56 lb. through 100 lb. Rail sections larger than 100 lb. generally use a double shouldered plate. Tie plates can be ordered in a variety of sizes all the way up to 8" x 18", although the 7-3/4" x 14" plate is probably the most common new plate produced. Eleven inch and 13" double-shouldered plates are also available in readily available quantities. Some railways believe that CWR should not be used with second-hand plates, although it is a common practice on other railways. Specialty plates (Figure 3-15) used for elastic type hold-down fasteners, are also produced in large quantities. Various types of specialty plates are used at insulated joint locations where the rail ends are supported immediately underneath by a tie. A non-conductive plate must be used to prevent the shorting out of the two insulated rail ends. Figure 3-15 Pandrol Plate & Fastener on a Concrete Tie Past practices sometimes constructed trackage without tie plates. However, under today's wheel loading conditions, tie life will be severely shortened if the rail is spiked directly to the tie without using a plate to distribute the applied load. 6 Canadian National Railway, Track Maintainer’s Course 3-16 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.1.6 Rail Anchors Rail anchors are used to control the longitudinal running or creeping of the rail caused by changing temperature, grades, traffic patterns and braking action of trains.7 Anchors are applied directly to the rail base and lodge up against the tie. The tie is embedded in the ballast and the completed system together provides resistance against longitudinal and lateral movement. Anchors are made for a specific rail weight and base width. Anchors manufactured today can be classified into two major groups: (See Figure 316) • Drive-On • Spring-Type Figure 3-16 Tru-Temper Channeloc Drive On Anchor; Adjacent Photo: Woodings-Verona Spring Anchor, Unit Spring Anchor, Portec Improved Fair Drive-On Anchor – Photos by J. E. Riley 3.1.7 Fasteners There are many different types of fasteners commonly used.8 Fasteners can be grouped by use as either connecting rail or track components together or to fasten rails to ties. Fastenings and hold-down devices, with modern tie plate design, are aimed primarily at reducing movement between the tie plate and the tie, both vertically and laterally. As the track deflects under a wheel load, a reverse curve with upward bending is formed immediately in front of and behind the wheel. Lateral restraint is necessary to prevent wide gauge and plate cutting. Vertical restraint also reduces plate cutting. The rail should be restrained within the tie plate shoulders. Its own weight is usually sufficient without unduly restricting the wave action in the rail. The plate must be held firmly to the tie by plate holding spikes to prevent any differential movement between 7 8 Canadian National Railway, Track Maintainer’s Course Canadian National Railway, Track Maintainer’s Course 3-17 ©2003 AREMA® CHAPTER 3 - BASIC TRACK plate and tie. The AREMA Manual for Railway Engineering gives a recommended spiking procedure. However, the Engineer should check to make sure that the railway has adopted the AREMA spiking standard. SPIKES Track Spikes The purpose of the track spike is to first maintain gage between the running rails and to secondly secure the rail to the tie. The underside of spike head is sloped to fit the top surface of the rail base (Figure 3-17). Spikes come in different lengths to ensure an adequate length of spike penetrates into the tie. The most common track spikes used are the 5/8" x 6" and the 9/16" x 5-1/2" for smaller rail sections. Spikes can be commonly secured in either 200 lb. kegs or 50 lb. kegs (Figure 3-18). Figure 3-17 Cut Track Spike (5/8” x 6”) Figure 3-18 200# Kegs of Spikes - Photos Taken By J. E. Riley Ship Spikes Ship spikes, also commonly called line spikes, are used to secure timber crossing planks and to secure shims used in frost heaved track. Ship spikes come in a variety of sizes. Lag Screws Lag screws are used to fasten elastic fastener plates as well as other specialty track componentry to wood ties. The tie must be bored before installing the lag screw. Drive Spikes Drive spikes with quadruple threads are used to fasten crossing timbers or rubber/cast crossing sections to the tie. They may be used in other locations where significant pullout resistance is required. 3-18 ©2003 AREMA® CHAPTER 3 - BASIC TRACK BOLTS Track bolts The track bolt (Figure 3-19) is used to connect rail ends together at a joint. Track bolt sizes are determined by the section of rail in use. Check the applicable railway standard to determine the proper bolt diameter and length. Track bolts are normally supplied as oval neck to prevent the bolt from turning when torqued. Track bolts are heat-treated and will stretch a little, thus they must be tightened after initial application. Track bolts are used with square nuts and spring washers. Overtorquing track bolts creates frozen joints, which in most cases, is undesirable. Figure 3-19 1” x 6” Oval Necked Track Bolts – Photo by J. E. Riley Frog/Guard Rail Bolts Frog bolts are square headed and come in a variety of lengths and diameters depending on the rail section in use and the location of the bolt in the frog. Rod and Clip Bolts Rod bolts are typically square headed and drilled for a cotter pin to prevent the nut from falling off. They secure the switch rods in a turnout to the jaw clips mounted on the switch points. The clip bolts secure the clip or side jaw to the switch point and are also square headed with often a milled head that will permit the switch point to fit up tight against the stock rail. (See Figure 3-20) Figure 3-20 Rod & Clip Bolts – Photo by J. E. Riley 3.1.8 Specialized Components There are a number of specialty track items with which the engineer must be familiar.9 These components include: • 9 Derails Canadian National Railway, Track Maintainer’s Course 3-19 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • Wheel stops or bumping posts • Gauge rods • Sliding joints • Miter rails • Bridge/tunnel guard rails Derails The purpose of the derail is to keep tracks free of unsecured rolling stock. When properly placed and in the derailing position, the derail will guide the wheels off the track. This prevents unintentional movement of rolling stock from fouling the main line. The derail should be left in the derailing position whether or not there are cars occupying the track. Derails are designated as right hand or left hand for derailing in the desired direction. The engineer must select the appropriate model of derail on the basis of the rail section to be utilized. An under-sized derail will not properly cover the rail head and may not derail the car as intended. An over-sized derail may be damaged because of inadequate support. Figure 3-21 Sliding Derail There are several different types of derails. These include: • Hinged derails, which are manually applied. The derail is rotated in a vertical semicircle to move the derail on or off the rail. • Sliding derails (Figure 3-21) are mounted on two switch ties and are operated by a switch stand. • Switch point derails are used at special locations such as steep gradients or where the possibility of high-speed movement, for example at movable bridges, could knock a hinged or sliding derail off the rail, rather than derailing the movement. Wheel Stops and Bumping Posts The purpose of the wheel stop is to prevent rail cars from rolling off the ends of stub tracks and to safeguard against damage to structures. Wheel stops can be classified as 3- 20 ©2003 AREMA® CHAPTER 3 - BASIC TRACK either rigid, which bind securely to the rail or cast which are one-piece half moons that are easy to install. Bumping posts are used for heavier service. Some models actually engage the coupler. Gauge Rods The purpose of a gauge rod is to maintain track gauge. They are often used to supplement the tie in preventing lateral movement of the rail in sharp curvature locations. They can also be used as a temporary means of maintaining traffic in defective tie conditions. They are not a permanent alternative to replacing a defective tie. Most gauge rods are adjustable with a nut on one end. Gauge rods are provided as either insulated for signaled territory or non-insulated, where track circuits are not used. Sliding (Conley) Joints The purpose of a sliding joint (Figure 322) is to accommodate the longitudinal expansion and contraction of the rail on long open decked bridges. Rail anchors are not typically used on open decked bridges because of the damage done to the softwood bridge ties. The sliding joint accommodates the thermal expansion produced by enabling the beveled rail ends to move but yet still maintain the continuity of the running rail. Figure 3-22 Conley Joint to Permit Expansion on Bridge Deck Mitre Rail Whenever track is to be opened and closed at frequent intervals, it will be costly and cumbersome to use regular joint bars. Mitre rails (Figure 3-23) allow easy opening of track at drawbridges and swing spans. Each rail of a track is cut through on a long angle and planed to make a neat overlapping fit of the mitred ends. The rail fits in a special shoe and is locked in place. The rail on each side of the mitred cut must be well enclosed to maintain a very small gap between the mitred rail 3- 21 ©2003 AREMA® Figure 3-23 Mitre Rails CHAPTER 3 - BASIC TRACK ends to allow proper opening and closing of the joint structure. Bridge/tunnel/overpass Guard Rails The purpose of installing bridge guard rails (Figure 3-24) is to keep derailed equipment from falling off an overpass or deck of a bridge, or striking the sides of a structure or piling up in a tunnel. Typically, the inner guard rail will be a T-rail section, which does not extend to the height of the running rail. The outside guard rails are usually timber members. 3.2 Turnouts Figure 3-24 Inner Bridge Guard Rails - Photo by J. E. Riley A turnout is a combination of a switch, a frog, the rails necessary to connect the switch and the frog, two guard rails, unless the frog is self-guarded, and a switch stand or switch machine for operating the switch.10 A turnout begins with the switch and ends with the frog. The purpose of a turnout is to permit engines and cars to pass from one track to another. 3.2.1 Types of Turnouts Turnouts can be categorized into three groupings: • Lateral turnouts • Equilateral turnouts • Lap turnouts Lateral turnouts (Figure 3-25) are defined Figure 3-25 Lateral Right Hand Turnout as right hand when the diverging track runs to the right and left hand when the diverging track runs to the left when facing the turnout. 10 Canadian National Railway, Track Maintainer’s Course 3- 22 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Equilateral turnouts (Figure 3-26) are common at the ends of double track territory (where two tracks go to one and vice versa). Both routes curve or diverge as opposed to only one route diverging in the lateral turnout. They are used for higher operating speeds or in congested areas. Half of the curvature is on the main track side and the other half is on the turnout side. Figure 3-26 Equilateral Turnout - Photo by J. E. Riley Lap turnouts (Figure 3-27) are used when maximum track lengths and minimum clearance points are required, for example in hump yards. They contain two sets of switch points and three different frogs. The turnout's direction is determined by which way the first set of points diverge. Figure 3-27 Lap Turnout Basic Turnout Terminology • Straight side called the main track or straight (normal) route. • Curved side termed the turnout or diverging route. • Facing point move is from points toward frog, either route. • Trailing point move is from frog toward points, either route. • Point of switch (PS) is the location where the diverging or straight route is determined. • Heel of switch (HS) is the location at which the switch point pivots about. • Switch is the area from Point of Switch to Heel of Switch. • Toe of frog (TF) is the joint location ahead of the frog point connected to the closure rails. 3- 23 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • One-half inch point of frog (PF) is the location behind theoretical point of frog, where the gauge spread is ½”. • Heel of frog (HF) is the joint location behind the point of frog. The true definition of a turnout is the portion of the track assembly from PS to HF. But we commonly refer to all of the track structure resting on switch ties as the turnout. Each turnout is identified as a number (e.g. # 10). The number of the turnout is determined by the angle of the frog (discussed later). Every turnout consists of the following components: Figure 3-28 Switch Section of a Turnout – Photo by J. E. Riley 3.2.2 Switch A switch is a device to deflect, at will, the wheels of a train from the track upon which they are running.11 A switch refers to portion of turnout from Point of Switch (PS) to Heel of Switch (HS). The split switch (Figure 3-28) is the most common switch used, although the tongue switch may be used on transit properties operating within pavement. The split switch consists of two switch or point rails connected by switch rods and operated as a unit. The switch rails are of full section at one end, and are tapered to a 1/4-in. or 1/8-in. point at the other end. The tapered end is called the point of switch and the other end is called the heel of switch. The switch rails rest upon metal plates fastened to the ties. The heel of each switch rail is connected to its lead rail by means of special joint bars, or in some cases is continuous, and the switch as a unit pivots about these connections. The point of switch moves through a distance of about 5 inches, which is called the throw. The movement of the switch rails is controlled by a switch stand placed outside the track on the head block ties. The distance between the gage lines of the main track and of the turnout at the heel of the switch rails is called the heel spread and varies from 5-1/2 to 6-1/4 in. The angle between the gage lines of the switch rail and of the main track rail is called the switch angle, s, and is computed from the equation found in Figure 3-29: 11 Route Surveying Chapter 7 “Turnouts,” Pickels & Wiley, 1947, John Wiley & Sons 3- 24 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Figure 3-29 Switch Angle Switch rails vary in length from 11 to 39 ft. and even longer for high turnout numbers, depending on the weight of the rail and the curvature of the turnout. 3.2.3 Switching Mechanism There are two means of moving the switch points12: • Hand operated (switch stand). • Power operated (machine). Hand operated switching mechanisms can be rigid (See Figure 3-30) or spring switch type. A spring switch has special components enabling points to close automatically after being trailed through from the diverging side. There are also dual-control power switches (See Figure 3-31) that can be operated either by hand (using the hand throw lever) or power operated remotely by the dispatcher. Figure 3-30 Hand Throw Switch Stand 12 Figure 3-31 Dual Control Switch Machine – Photo by J. E. Riley Canadian National Railway, Track Maintainer’s Course 3-25 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.2.4 Turnout Rails Turnouts are made up of a combination of rails. Some have special names and purposes, for example. Stock rails are the outside rails in a switch that the points bear against. Closure rails are the connection rails between the heel of the switch points and the toe of the frog. Knuckle rails (Figure 3-32) are the rails that the movable point in a movable point frog or the rail that the center point in a double slip switch bears against. Figure 3-32 Knuckle Rails in a Double Slip Switch - Photo by J. E. Riley 3.2.5 Frog A frog is a device at the intersection of two running rails to permit the flange of a wheel moving along one rail to cross the other rail.13 Turnout frogs may be classified as rigid frogs or spring-rail frogs. Both types of frogs are made with straight gage lines, except those used on street railways. The point is finished with a blunt point about 1/2 in. wide. The distance “P” between the actual frog point and the theoretical point (intersection of gage lines) equals the width of the blunt point multiplied by the frog number (i.e., 1/2 N). Rail Bound Manganese (RBM) This is a heavy-duty frog used on mainlines because of its durability.14 The insert is made of a one-piece manganese casting. Lengths of machined rail (binder rails) are bolted to the insert. (See Figure 3-33) Figure 3-33 RBM Frog – Courtesy of the Union Pacific Railroad 13 14 Route Surveying Chapter 7 “Turnouts,” Pickels & Wiley, 1947, John Wiley & Sons Canadian National Railway Track Maintainer’s Course 3- 26 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Spring Frog The spring frog (Figure 3-34) provides continuous support for the wheel as it transits through the frog flangeway. This frog has a moveable wing rail. The wing rail is held closed by a spring assembly. It also has an anchor block, thimble and a bent joint bar at the toe end to allow the wing rail to pivot. The guardrail pulls the wheels over, forcing the wing to open on the diverging side. The wing rail springs closed again after the wheels are through. Spring Figure 3-34 Spring Frog - Courtesy of the Union Pacific frogs are supplied as either right or left hand. Railroad To determine the hand of a spring frog, stand at the rigid wing end, facing the frog. The side the moveable wing is on indicates left or right. The spring frog is used for trackage with predominate main line traffic, especially high speed movements, because there is less pounding and a smoother ride. The disadvantage is that it requires more maintenance than conventional frogs. Recent advancements in spring frog design have eliminated some of the rigorous maintenance needed to keep a spring frog functional. Solid Manganese Self-guarded Frog The solid manganese self-guarded frog, also called SMSG (Figure 3-35) has a built-in guard rail to prevent wheels from mis-routing. Thus, conventional guard rails are not required. SMSG frogs are supplied either with plates as part of the casting or utilize hook plates to secure the frog to the switch ties. SMSG frogs are normally limited to yard use primarily because of the resultant impact that the guarding face would suffer at higher speeds. AREMA does not recommend their use in main line trackage with speeds over 30 mph. Figure 3-35 Solid Manganese Self-Guarded Frog 3- 27 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Bolted Rigid Frogs Bolted rigid frogs (Figure 3-36) are made of machined rail bolted together. They are cheap to make and are used primarily in yards and secondary lines. They are designated as right or left hand. The straight route side of the bolted rigid frog point is continuous, whereas the diverging side of the frog point is milled to intersect the straight side frog point rail, hence the need to differentiate the hand of the frog. Figure 3-36 Bolted Rigid Frog - Photo by J. E. Riley Movable Point Frogs Movable point frogs (Figure 3-37) are used in locations where the crossing angle between two sets of tracks is less than 14°15’. The excessively long throat created by using conventional crossing diamond frogs would be impractical to maintain and to guard. A movable point frog consists of two movable center point rails. The free points face each other a few inches apart where each pair Figure 3-37 Movable Point Frog may be alternately operated against two knuckle rails kinked to a point between the free ends of the movable points. The closed movable point, thereby maintains the flangeway. High-speed, high-number turnouts may also utilize a variation of the movable point frog described above in order to gain the benefits of the continuous flangeway too. Determining Frog Number The frog used in a turnout determines the number of the turnout, e.g.: • # 10 turnout uses a number 10 frog. • # 12 uses a number 12 frog. The point of the frog is machined off from the true (theoretical) point to where the spread is 1/2". This is referred to as the actual point of frog. To find the number of the frog: 3- 28 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • Utilizing a tape measure, find the location behind the point of frog where the spread between the gauge lines equals an even increment of inches. • Starting at that point, measure along the gauge line to the location where the spread between gauge lines equals one inch more than that previously measured. • The distance in inches between the two locations where the gauge spread differed by one-inch equals the frog number. 3.2.6 Switch Ties AREMA as well as many railways have standardized plans for the switch tie layout for the turnouts utilized on their property. The two switch ties under the switch mechanism are called head block ties (Figure 3-38). The ties under the heel block assembly are called heel block ties and those under the frog are called frog ties. Figure 3-38 Head Block Ties 3.2.7 Stock Rails The stock rails (Figure 3-39) are made of rail of the same weight and section as the switch point. The stock rail on the diverging side is bent (Figure 3-40) so that a proper fit is maintained between the switch point and the stock rail and to protect the point from wheel impact. In the case of an equilateral turnout, both stock rails are bent. Stock rails are either Samson (called "undercut" when ordered) or standard. The beveled samson stock rail allows the samson point to tuck underneath the stock rail, thus protecting the point from impact. Figure 3-39 Point and Stock Rail - Photo by Craig Kerner Figure 3-40 Stock Rails with Bend - Photo by J. E. Riley 3-29 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.2.8 Switch Points The switch points (Figure 3-41) are the movable rails that permit a change of route direction in the turnout.15 There are different types of switch points, each with some unique characteristics. But the following parts of switch point are common to all: • Tip • Heel • Planed (or "machined") portion • Reinforcing bar • Switch clips • Stop blocks Figure 3-41 Switch Points - Photo by J. E. Riley The switch points are machined from rails, so that the middle of the rail becomes the middle of the actual point, to give it structural support. The switch points are planed at an angle for about 1/2 of their length down to approximately 1/8 in. wide at the tip. This permits a snug fit against the stock rail. (See Figure 3-42) As the point begins to move away from the planed supporting portion, it loses its horizontal support against flexing. A stop block is mounted on the switch point between the planed portion and the heel block. The block bears against the stock rail when the point is in the closed portion, thereby providing support as the lateral forces from the wheel pushes outward. The turnout number or the angle of the frog normally determines the length of the point required, as well as whether the switch is a curved switch or straight. All switch points are either standard or Samson. (Figure 3-43) The smaller rail section turnouts (under 100 lb.) typically utilize standard points and are straight switches. Larger, newer rail sections and turnouts located in main line use are typically Samson points and frequently curved switches. 15 Canadian National Railway Track Maintainer’s Course 3- 30 ©2003 AREMA® Figure 3-42 Switch Point Fit Figure 3-43 Samson Vs. Standard Switch Point and Stock Rail CHAPTER 3 - BASIC TRACK Samson points must be used with a Samson (undercut) stock rail. Identifying Left or Right Hand Points The hand of a switch point (Figure 3-44) can be determined by standing at the tip end of the point and looking along its length: • If switch clips are on the right side of the point, the point is a left hand switch point (and vice versa). Another method when not installed: • If it looks like an "L" when viewed from the point end, then it is left hand: 3.2.9 Specialty Components Figure 3-44 Switch Specialty Components – Courtesy of Bernie Forcier Switch Clips The switch clips connect the switch rods to the points. There are different styles such as the horizontal transit type vs. the vertical MJ type. (See Figure 3-45) Figure 3-45 Side Jaw Clip - Courtesy of the Union Pacific Railroad 3- 31 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Switch Rods The switch rods hold the switch points together at a fixed distance.16 They restrict the up and down movement of the points. The number of rods used depends on the length and type of switch point. The longer the point, the more rods are required (from 1 to 7). The rods are spaced from the tip of the point to 1/2 or 2/3 the point length (depending on the type of point). Switch point rods may be supplied as either insulated or non-insulated type. The first rod is called the front or head rod. The last rod is called the back rod and the others are called intermediate rods. Types of Switch Rods There are a variety of available switch rods including: Horizontal, non-adjustable switch rods (Figure 346) typically are used in conjunction with multiplehole switch clips to provide adjustment. The rod bolts can be used in various holes when adjusting, but they must be in corresponding holes in the clips, i.e. the same on each side. The rod must be able to move inside the clips as the points are lined back and forth. The rod bolts must be installed with the nut up and cotter pin installed. Figure 3-46 Horizontal Non-Adjustable Switch Rod - Photo by J. E. Riley Horizontal, adjustable switch rods secure its length adjustment by interlocking the serrated edges of the rod to various positions and then bolting the rod back together. One must ensure that the teeth properly interlock when installing or adjusting. Vertical switch rods are used in conjunction with MJ and MJS type switch clips. (Figure 3-47) Figure 3-47 SMJ Rod - Photo by J. E. Riley 16 Canadian National Railway Track Maintainer’s Course 3- 32 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Connecting Rod Connecting rods are also called the operating or throw rod. The connecting rod connects the front switch rod to the switch stand. It may be attached by an adjustable connection (called a clevis) to the crank eye bolt in the switch stand and (by a rigid connection) to the front switch rod. There are different types of connecting rods. Some are adjustable, some are not. They come in a variety of lengths depending on their use and the type of switch stand being used. Figure 3-48 Connecting Rods - Photo by J. E. Riley (Figure 3-48) On a power switch, the throw (operating) rod is attached to a barrel shaped basket (Figure 3-47), which is connected to the No. 1 switch rod. Adjustment of the lock nuts to either side of the basket enables adjustment of the switch throw. 3.2.10 Special Turnout Plates Each type of turnout has a specific set of plates.17 The plates differ in type and quantities for each turnout. These plates include the gauge, switch, heel, hook and frog turnout plates. Gauge Plates Gauge plates are placed under the tip end and on the first tie ahead of the point of switch to hold the rails in proper gauge. Additional gauge plates are used on spring and power switches to provide rigidity. Gauge plates are machined to enable the stock rails to sit in the plate and points to sit on the plate. A rail brace assembly is then used to fasten the stock rails to the plate. (Figure 3-49) Gauge plates are either right or left hand. They may be supplied as insulated or non-insulated. A gauge plate is angle cut on the turnout side to accommodate the angle of the bent stock rail. 17 Figure 3-49 Gauge Plates - Photo by J. E. Riley Canadian National Railway Track Maintainer’s Course 3-33 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Switch Plates At the point of switch, the point is beveled back such that it is below the top of the stock rail. (See Figure 3-44) However, the base of the point is elevated above the base of the stock rail. Switch or slide plates are used under the switch points. (Figure 3-50) Depending on the turnout, they are either of the graduated riser style or the uniform style. Slide plates maintain the required elevation of the switch points above the top of the stock rail as one moves back to the heel of switch and presents a smooth surface, upon which the points may move right or left. (Figure 3-51) The graduated riser plate has a riser that decreases in thickness, such that at the heel, the elevation of the stock rail and point are the same. The uniform riser plate is the same thickness all the way back to the heel, such that the switch point is above the stock rail at the heel. Specialty turnout plates then lower the raised rail behind the heel back down to the elevation of the closure rail. In both slide plate types, the riser provides a shoulder to prevent inward lateral movement of the stock rail. The stock rail is secured against outward movement by spiking to the ties and by rail braces. One cannot mix the type of switch plates being used. Figure 3-50 Graduated Riser Plates - Photo by J. E. Riley Figure 3-51 Switch Point Raised Above Stock Rail - Photo by J. E. Riley Rail Braces A rail brace is used to resist the lateral thrust on the point and stock rails. Rail braces bear against the outside of the stock rails. They are secured to the gauge and switch plates. There are two general types in use with many variations of each. • Adjustable (fastened with bolts). • Rigid (older type, fastened with track spikes). (Figure 3-52) 3- 34 ©2003 AREMA® Figure 3-52 Rigid Type Rail Braces CHAPTER 3 - BASIC TRACK Heel Block Assembly The heel block assembly maintains the correct distance between the gauge side of the stock rail and the gauge side of the points. It adds strength and rigidity. The block will be different for each switch and rail section. The conventional bolted heel block, assembly, (Figure 3-54) permits movement of the point rails at the heel block. In the floating heel block (Figure 3-53) the point flexes over its length. The floating heel block merely acts as a bearing point between point and stock rail to limit movement. Special plates are used under the heel block assembly. Figure 3-53 Floating Heel Block Figure 3-54 4-Hole Heel Block Turnout Plates Turnout plates are used immediately beyond the heel block assembly. These plates raise the switch end of the closure rail to the level of the heel of the switch point, where uniform riser plates were used under the switch. (Figure 355) Figure 3-55 Turnout Plates Through the Closure Rails - Courtesy of Union Pacific Railroad Hook Twin Tie Plates Hook twin tie plates may be used through the closure rails or in locations where there is no room for standard tie plates, e.g.: • Beyond the heel block. • Before and after the frog. Figure 3-56 Hook Twin Tie Plates - Courtesy of Union Pacific Railroad 3- 35 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • Under guard rails. The hook on the plate always goes on the field side of the rail. There are a variety of hook twin tie plates. They are typically numbered to correspond on the turnout drawing with the location that they are to be used (Figure 3-56). Frog Plates Hook twin tie plates are often used at the frog. (Figure 3-57) Spring frogs use special slide plates to allow the wing rail to move on it. Some RBM frogs use toe plates to support wheel loads in this area. Newer style turnouts will often use full-length base plates under the frog. Figure 3-57 Hook Twin Plates Under a Frog - Courtesy of the Union Pacific Railroad 3.2.11 Guard Rails Guard rails are used to prevent misrouting and derailing at the frog point and to prevent wheels from striking the frog point.18 (Figure 3-58) They may be of either the adjustable or non-adjustable type. The guard rail captures the back of the flange on the wheel opposite the frog and guides the other wheel through the throat opening of the frog. Thus, the mid-point of the guard rail must be positioned ahead of the frog point to ensure that the wheel is properly tracking when it reaches the throat of the frog. Figure 3-58 Guard Rail The non-adjustable guard rail is secured directly to the running rail with fixed castings. On the adjustable guard rail, end castings are located at each end of the guard rail, which are designated as right or left hand (by standing between the rails and facing the 18 Canadian National Railway Track Maintainer’s Course 3-36 ©2003 AREMA® CHAPTER 3 - BASIC TRACK guard rail). An adjustable separator block along with the end castings are used to space the flangeway opening initially at 1-7/8 inches. As the outside flange of the wheel abrades away the gage face of the guard rail, this dimension will increase. The FRA sets limits defined by the guard face and guard check dimensions to ensure that the wheel is properly contained through the frog flangeway. Guard rails are supplied in different lengths as specified by the railway’s standard plan. They use a variety of plates, which must be spiked on each end, plus spiked between running rail and guard rail. 3.2.12 Switch Stands There are a variety of switch stands in use.19 Typically, high stand switch stands are used in main line applications; whereas the ground throw stands (Figure 3-59) are used in industry or yard applications. Automatic switch stands are used to enable the stand to line when points are trailed through from either route. Main line switch stands are equipped with a target that is colored green when the Figure 3-59 Ground Style Switch Stand switch is lined for the normal route and red if the switch is reversed. Yard switches equipped with targets are usually green for the normal route and yellow for the reverse route. Spring Switch This is a hand throw switch equipped with a spring mechanism instead of a rigid connecting rod. It is often called a mechanical switchman because the points return to normal position after the passage of each wheel. It is designed to allow trailing point movements from the diverging route without having to stop and reset the switch. The spring switch stands must be bolted to the ties and be of the rigid type. The spring switch is typically provided with a target marked “SS” or other designation. Power Switch A power switch is an electrically powered machine that lines the switch. Some power switches are known as dual control switches. Dual control power switches (Figure 360) can be operated either by hand using the hand throw lever, or remotely by the dispatcher. 19 Canadian National Railway Track Maintainer’s Course 3- 37 ©2003 AREMA® CHAPTER 3 - BASIC TRACK As with the rest of the track, but even more so, quality turnout and crossing maintenance demand initially a strong, stable base and excellent drainage. This may require special subgrade preparation including asphaltic or concrete pads, especially under crossings with high traffic densities. The use of catch basins and subsurface drainage systems are recommended where moisture conditions and traffic are both severe. The proper location of a crossing or turnout Figure 3-60 Dual Control Power Switch - Photo by J. E. is important. It should be placed off of Riley curves. Sharp curvatures or reversals should be avoided at the back of the frog to avoid excessive lurching and lateral thrust in the frog area. All parts of a turnout or crossing subject to excessive wear and thrust should be of high-wear resistant materials. Heat-treated or manganese switch points, frogs and guard rails, and heat-treated stock rails are recommended for heavy tonnage locations. 3.3 Railway Crossings & Crossovers Crossovers (Figure 3-61) can be considered as two turnouts, with minor limitations. The track between the two frogs follows the frog angle. Thus the timber layout for half of the crossover is different from that of a turnout. A crossing is a device used at the intersection of two tracks.20 It consists of four frogs and the necessary connecting rails. Any one Figure 3-61 Crossover of the frogs is a crossing frog. The crossing angle is the angle between the centerline of the tracks at their point of intersection. 20 Route Surveying Chapter 7 “Turnouts,” Pickels & Wiley, 1947, John Wiley & Sons 3- 38 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Crossings are designated as single curve, double curve or straight, according to one, both or neither of the tracks being curved. Crossings are usually made of rolled rails or manganese castings fitted together. When the crossing angle is greater than about 25°, the various pieces are cut to fit against each other and are united by filling blocks and heavy straps well bolted. This is frequently termed solid construction. For angles Figure 3-62 Crossing Frog (Diamond) under about 25°, regular frog point construction is used, and such crossings are termed frog crossings versus a crossing frog. The end frogs of a frog crossing are similar to a standard rigid frog in that there is a single point on which the wheels run. The middle frogs, however, have two running points and are therefore frequently termed "double-pointed frogs.” When "slip switches" are used, the crossing is made to a standard frog number, and if located at an interlocking plant, the middle frogs are frequently made with movable points. That is, with movable points joined in pairs and moving together, similar to a split switch, in such a way that the wheels have a solid bearing and no flangeway to jump. A "slip switch" or "combination crossing" (Figure 3-63) is a Figure 3-63 Double Slip Switches - Photo by J. E. Riley combination of a small angle crossing with a pair of connecting tracks placed entirely within the limits of the crossing. They are used in large yards and terminals and are usually made to some standard frog number. Very few railways construct their own crossings, but have them built by manufacturers who make a specialty of such work. The field engineer is rarely called on to compute the dimensions of a crossing, and to do so is a waste of time if the crossing is ordered from a manufacturer. It is far more important that the manufacturer has all the data, and the field engineer is frequently required to furnish the data. The information required is: 3-39 ©2003 AREMA® CHAPTER 3 - BASIC TRACK - The crossing angle. - The gage of each track. - The curvature - degree of curve, radii, or the equivalent. - The direction of curvature. - The length along each gage line from one gage line intersection (theoretical P.F.) to the nearest rail joint. - Length overall along each gage line. - The height, weight and style of rail of which the crossing is to be made. - The height, weight, and style of rail in the intersecting track if offset or compromise joints are to be furnished. - The spacing and size of holes for joint bars. - The type of crossing, etc., unless covered by general specifications. This information can best be given by means of a small sketch. Field dimensions should he taken to the nearest 1/8 in. (0.01 ft.). Occasionally, the field engineer is called on to compute the dimensions of a crossing. The values required are the frog angles F1, F2, F3, F4, the length of sides along the gage lines, and the two diagonals. The computations should be made with sufficient accuracy to give results correct to the nearest 1/16 in., which is the working limit of the manufacturers. 3.4 Highway Crossings The renewal of road crossings represents one of the largest budgetary expenditures faced by the Maintenance of Way and Signals Departments. Typically, railways will look for governmental partnership and participation when contemplating crossing renewal projects on all but farm and private crossings. Chapter 5, Part 8 of the AREMA Manual for Railway Engineering gives specific guidelines for the design, construction and maintenance of road crossings. The Commerce Commission of each state in the United States regulates the design, construction and installation of public road crossings within their respective state. This information is contained within bulletins accessible through their respective web pages. 3- 40 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Road Crossings are where roads, streets or highways intersect the track at grade.21 Road crossings, or grade crossings as they are sometimes called, result in increased maintenance requirements of the track and the road itself. In addition to the maintenance requirements, public safety is obviously of serious concern at road crossings. There are many different types of road crossing materials that are commonly found throughout North America. These include: unsurfaced, timber, asphalt, asphalt with timber headers, concrete (both cast in place and precast) and pre-manufactured rubber. Some transit and light rail systems utilize specialty rail chairs to support an inner rail, thereby creating a proper flangeway in highway crossings. The type of crossing material used is determined primarily by the amount of vehicular traffic that uses the crossing. Unsurfaced crossings are typically used at temporary crossing locations such as shoe-flys or where construction traffic is required to cross the railway. These crossings may consist of ballast backfilled to the top of rail. Where unsurfaced crossings are used, care must be taken to maintain a sufficient flangeway for the train wheels. Timber crossings may be constructed of either treated wooden planks (often used in farm or private crossings) (Figure 3-64) or full gumwood crossings, which have been successfully used for many years. This type of crossing can be used for all types of traffic levels from light to heavy. Figure 3-65 presents a typical cross section for a full-depth timber crossing. Figure 3-64 Plank Crossing - Photo by J. E. Riley Figure 3-65 Gumwood Timber Crossing – Courtesy of Bernie Forcier 21 US Army Track Maintenance Standards – Bernard Forcier 3- 41 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Asphalt or Bituminous crossings (Figure 3-66) are used for crossings with all levels of traffic from light to heavy. These crossings are constructed by filling in the area between the rails with compacted base material covered by several inches of asphalt as surfacing material. In some cases, full-depth asphalt may be used between the rails. Depending on the level of train and highway traffic, the flangeways may either be formed in the asphalt itself or formed by the use of timber flangeway headers. Figure 3-66 Asphalt & Timber Flangeway Crossing - Photo by Robert Schuster Concrete road crossings (Figure 367) may be either cast-in-place or constructed from pre-cast panels. Concrete crossings are typically used at locations with medium to heavy vehicular traffic. Precast concrete crossing panels are available from several different suppliers. For road crossings with heavy volumes of vehicular traffic, premanufactured rubber road crossings are often used. (Figure 3-68) This type of crossing may be either a full-depth rubber material or a system of wood shims that are placed on the ties with the rubber crossing material placed on top of the shims. Figure 3-67 Precast Concrete Crossing - Photo by J. E. Riley 3.4.1 Crossing Construction and Reconstruction The following comments are Figure 3-68 Rubber Crossing - Photo by Robert Schuster independent of the type of crossing surface that is used. When crossings are built or rebuilt, it is 3- 42 ©2003 AREMA® CHAPTER 3 - BASIC TRACK recommended that all of the ties in the crossing itself, and for 20 feet beyond each end of the crossing, should be replaced with new high-quality, properly treated, 7” X 9” hardwood ties. Each tie should be tie plated and double spiked with 4 railholding spikes per plate. Box anchor all ties through the crossing. For crossings having heavy volumes of rail and highway traffic, it may be desirable to install tie pads beneath the tie plates in the crossing area. The presence of bolted rail joints in a road crossing compounds the maintenance problems normally associated with joints. All of the joints in the crossing area and for 20 feet to either side of the crossing should be welded to prevent these problems. When a crossing is constructed, care must be taken to insure that the track structure is sound and durable prior to placing the crossing cover. The rail, tie plates, spikes and ties should be new. Once the crossing cover is on, track material replacement become difficult and costly. The track geometry (gage, surface and alignment) should be near perfection prior to placing the crossing cover. The ballast in and around all of the ties should be well compacted. It is important that fouled ballast materials be removed during crossing reconstruction for a distance of at least 20 feet off the ends of the crossing. However, it is equally important that excavation not penetrate the hardpan found below the ballast/subballast section. Whenever possible, full closure of a highway crossing from vehicular traffic is desirable for the longest period possible. This ensures that the entire crossing can be raised to an elevation that permits surface water drainage away from the crossing and that provides the greatest amount of train traffic over the crossing prior to sealing it up. This helps to prevent settlement and other movement of the crossing that would be difficult to adjust later. Close communication with local and state/province authorities, arranged well in advance, can do much towards mitigating problems associated with temporary crossing closures. In multiple track territory, it is desirable that the top of the rails for all tracks be in the same plane (See Figure 3-69). The highway surface should match the plane of the tracks for at least 24” to either side of the outside rails of the crossing. Connect this plane to the grade line of the highway each way by vertical curves sufficiently long enough to provide adequate sight distance and a smooth riding condition for approaching highway traffic (See Figure 3-70). AREMA recommends that the highway elevation at 30 feet from the nearest rail be not more than 3” higher or 6” lower than the top of rail unless track superelevation dictates otherwise. Tractor trailer rigs can get hung up on a humped crossing. The engineer should verify that the vertical curve gradients utilized are within local ordinance or Commerce Commission statutes. Some states require that the railway assume the responsibility of repaving the approaches if the resultant crossing reconstruction will raise the approach grade by more than 1%. Proper drainage away from the road crossing of surface water is essential to the satisfactory long-term performance of the track and the highway. Inadequate 3- 43 ©2003 AREMA® CHAPTER 3 - BASIC TRACK drainage leads to water ponding in the crossing area. Water should not be allowed to pond anywhere on or near the track. Drainage facilities such as ditches, gutters, catch basins, subdrains and culverts should be in-place, free of debris and working properly. The use of geotextile fabrics and/or perforated CMP between the subgrade and the sub-ballast/ballast section is highly recommended to carry away water trapped within the crossing proper. Figure 3-69 Maintenance of the Plane Across All Superelevated Tracks - Photo by J. E. Riley Figure 3-70 Highway Approach Grade – Photo by J. E. Riley 3.4.2 Crossing Warning Devices The safety of a grade crossing to both the motor vehicles and trains should be a priority item for both the engineer and the railway. Past experience has shown that drivers familiar with a crossing may be very cautious when they know that train traffic is either very heavy or irregular. Conversely, a driver may give little thought to the grade crossing if experience has shown that trains rarely operate over it. Therefore warning signs, signals and pavement markings are important and must be visible and legible to the motor vehicle operators approaching the crossing. The state/providential Commerce Commission regulates the type of signage, pavement markings and appliances required. In most cases, they refer to “The Manual on Uniform Traffic Control for Streets and Highways.” The U.S. Department of Transportation, Federal Highway Administration Manual on Uniform Traffic Control Devices provides guidance on marking and signage of railway grade crossings. The amount of marking and signing required is a function of the amount of vehicular traffic using the road, the amount of rail traffic, the type of train operations (e.g., speed, direction, switching operations, etc.) and the geometrics of the crossing. The minimum requirement is for a crossbuck and advance warning sign (if applicable). Additional warning signs, signals and pavement markings may be used as necessary. In some cases, the crossing may be marked with automatic warning devices commonly termed flashers. These devices are activated by the approaching train to 3- 44 ©2003 AREMA® CHAPTER 3 - BASIC TRACK warn vehicles of the train. Gates are sometimes used in conjunction with this type of signal. Automatic warning devices must be inspected and tested monthly to insure that they are in proper working order. All inspections and tests conducted on these automatic signals must be documented and kept on file per FRA requirement. This provides valuable information in the event of an accident or other sources of litigation. (See Chapter 7 of the Practical Guide To Railway Engineering for a complete explanation of how highway crossing warning devices are activated by the track circuits.) 3.5 Utility Crossings Because tracks usually traverse great distances, railways will encounter many utility crossings such as pipes, wires, cables and other conduits.22 These can be longitudinal along the right-of-way, perpendicular or crossing diagonally. They can also be either overhead or underground. Most railways and many regulatory agencies have standards and rules for such installations. The following are general standards for utility crossings. Check first with the railway to verify acceptance therewith. 1. Overhead crossings must have adequate support at or above the prescribed clearances above the top of the high rail. 2. Underground crossings must be in carrier pipes or casings at or below the prescribed distances below the lowest base of cross tie or other baseline measurement. 3. Underground crossings must be in carrier pipes or casings of sufficient strength to withstand dynamic railway loading in addition to the weight of soil overburden at the crossings. 4. Underground pipes carrying volatile substances often require vented casing under the railway rights-of-way. 5. Underground pipes, wires and cables should have warning signs at ground surface identifying the utility type, as well as contact names and telephone numbers. 6. Some underground installations have color-coded plastic tapes buried just above them, so that excavators will first encounter the tapes before damaging the utilities. 22 Railroad Track Design Manual, Prepared for the Parsons Transportation Group by James Strong, PE 3-45 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 7. Prior to beginning any excavations on a railway right-of-way, the entity undertaking the work should have arranged for the location and surface marking of all underground pipes, wires and cables (including those owned by the railway). Do this by checking existing records and through field investigations. 8. Avoid underground crossings very near the ground surface, or those traversing the track ballast or existing drainage structures. These present tripping hazards to train crews and expose the utilities to breakage, possibly causing dangerous situations, contamination and/or erosion. 3.6 Track Geometry Having now acquired a basic knowledge of the components making up the track structure, the engineer needs to understand what drives the need for maintenance, component replacement or track structure rehabilitation and how decisions are made to prioritize their replacement. For most railways, the decision for component replacement and the basis of funding justification is driven by: Maintenance of Safe Operation at Track Speeds - Ensuring the train stays on the track at time table speeds and that cars, equipment and lading or passengers are not unduly damaged or injured. On-Time Performance & Service Reliability - Minimizing speed restrictions by performing interim maintenance consisting of small-scale replacement of components, touch-up work (smoothing) and other functions that ensure that the track structure remains serviceable until it is no longer cost effective to maintain for given speeds or that customer service commitments are endangered. Ride Quality - Maintaining the geometry of the track structure, such that it complies not only with minimum safety standards demanded by the FRA, but also minimizes damage to lading, as well as ensuring a comfortable ride for the riding public for passenger/transit railways. Secure Expected Component Life of the Entire Track Structure - Premature failure of one component will produce a reduced life span for the remaining track components because of the interdependent relationships. Cycle Based Renewals - E.g., tie replacement of 20% of ties every 6-7 years in a given mile to prevent wholesale failure 30 years down the line. This distributes capital replacement costs evenly to prevent one time staggering expenditures. This last criteria has for the most part been attained by the Class 1’s, commuter roads and bigger regionals through heavy capital investment. Many of the short lines are still suffering from the effects of years of former deferred maintenance and are unable to earn 3- 46 ©2003 AREMA® CHAPTER 3 - BASIC TRACK the cost of capital required to achieve a cycle based program. It is not desirable to replace 1200 to 1400 ties per mile (out of the normal 3,200 ties found per mile) just so that one meets the minimum safety standards required to operate at the speeds desired. Now let's look at how each of the criteria mentioned are utilized. Safe operation at track speeds and On-Time Performance (reliability) are for the most part speed related. The FRA (Federal Railroad Administration) Track Safety Standards defines minimum requirements to which the track structure must be maintained for a given range of speeds. The following table defines the permissible speed ranges for the Class of Track for freight trains running up to 80 mph and passenger trains running up to 90 mph. Over track that meets all of the requirements prescribed in this part for Excepted 1 2 3 4 5 The maximum allowable speed for freight trains is 10 10 25 40 60 80 The maximum allowable speed for passenger trains is N/A 15 30 60 80 90 An additional table for passenger trains defines the class of track for speeds between 91 mph and 200 mph (FRA Class 6 – 9). It must be understood that the FRA Track Safety Standards set the minimum requirements for safe operation of trains. Maintenance standards must be much more rigorous in order to continue to operate at a given speed. Design and new construction standards require significantly tighter tolerances than that employed by maintenance standards i.e., it may not be cost effective to maintain the railway at the same level of design/new construction standards if safety and service reliability are not compromised. In general, track is dynamic. Other than timber ties, it does not degrade under the absence of train operations. It, however, degrades exponentially as train speeds are increased. Thus, as speeds go up, the variance or acceptable tolerances from desired parameters must become tighter. These parameters are broken down into: - Roadbed - Geometry - Track Structure - Track Appliances - Inspection Requirements 3- 47 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Specific minimum parameters dependent on the class of track operated (speed operated) are defined. Railways, not meeting the minimum requirements for the class of track being operated, are left with several immediate options to remedy the problem. They may immediately make repairs such that the track is now in compliance. They may reduce the speed to a class of track that would be in compliance. They may classify the track as Sub-Class 1 and operate at Class 1 speeds for a period not to exceed 30 days prior to repairing the track (assuming the track is safe to operate), or they may remove the track from service. On trackage where occupied revenue passenger trains do not operate, and simultaneous movement at track speeds in excess of 10 mph does not occur within 30 feet of the centerline of track on any adjacent track, and trains do not contain more than 5 placarded Haz-Mat cars (with several other restrictions), track may be declared as Excepted Track. Such track may be operated at Class 1 speeds and is exempt from the 213 Track Safety Standard’s requirements except for a maximum gage limit and the requirement to perform track inspection at Class 1 frequencies. Service reliability demands that immediate repairs are made. The other avenues for remediation are unacceptable, except for very short duration. As noted before, day-today deviations are taken care of under the normal operating budget. When, however, undue labor or materials are required to remain in compliance for the speed to be operated, railways must seek capital funding for component replacement or rehabilitation. Rail relays are classic cases of the above. Elimination of jointed rail and replacement with Continuous Welded Rail (CWR) lowers significantly maintenance costs. Rail wear occurs not only on the top of the head of the rail (tread) and at the gauge corner (wheel flange contacts the rail), but also where the joint bar comes into contact with the rail. As this contact area becomes worn (bar and rail), it becomes impossible to keep the joint bolts tight. This accelerates tie deterioration, as well as promoting secondary batter of the rail end, chipped joints, dangerous rail defects, mud pumping and a host of other problems related to poor track. The maintenance of good track geometry is essential to securing good ride quality. When the parameters defined by geometry begin to deteriorate, one very quickly moves from poor ride quality to component deterioration and outright failure. 3.6.1 Gage Consider the parameters making up geometry. The first parameter is gage, which is the right angle distance between rails measured 5/8" down from the top of the rail on the gage (inside) corner (Figure 3-71). 3- 48 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Standard gage is 4' 8-1/2" (56-1/2"). Railways are concerned about not only wide gage, which comes from rail head abrasion in curves, worn spike killed ties which allow the rail to move outward, worn rail base eaten away by salt in crossings and numerous other factors, but also by tight rail that may cause the wheel to climb up onto the ball of the rail and then drop in. Dependent on location, type and wear of wheel and a host of other Figure 3-71 Measuring Gage – Photo by Larry Slater factors, the wheel may fall in when the gage exceeds 58-1/2" (2" wide gage). Under the 49 CFR 213 FRA Track Safety Standards, one is not allowed to operate trains at any speed if the gage exceeds 1-3/4" wide. In comparison, to operate at Class 4 (80 mph passenger/60 mph freight), trackage may not exceed more than 1" wide gage under load. Maintenance of gage is a priority not only because of the need to not have trains falling through between the rails, but also because it permits the flange of the train wheel to hunt from rail to rail, thus knocking the track out of alignment . Replacement of curve worn rail in curves or the transposition of rail (making the low rail the high and vice versa) and replacement of deteriorated ties (the primary cause of wide gage) are the chief weapons in combating wide gage problems. 3.6.2 Alignment Another parameter of geometry already mentioned is alignment. Alignment is the position of the track or rail in the horizontal plane. It is expressed as being tangent or curved. (See Figure 3-72) Alignment is measured in straight track by stretching a 62' string between two points along the gage corner of the rail. The offset measurement between the string and the gage corner of the rail is Figure 3-72 Curved Alignment - Photo by Bill Ross taken at the midordinate (center of the string (31')). If the track is perfectly straight, the offset should be zero (i.e., the string touches the gage corner of the rail along the entire 62' chord). Again, the FRA has set maximum permissible amounts of alignment deviation (difference between 0” offset and the measured offset in inches), which become more restrictive as speeds increase. In a curve, alignment is also measured by the use of a 62' chord and for classes 3 – 5 track, a 31' chord as well. To understand how alignment is measured in a curve, one needs to first examine the 3- 49 ©2003 AREMA® CHAPTER 3 - BASIC TRACK components of a curve. There are three specific elements of a curve that must be considered: - Full Body of the Curve - Transition Spiral Entering and Leaving the Curve - Superelevation in the Curve Full Body of the Curve In a perfectly circular curve, the radius of the curve at any point along the curve is the same length. (Figure 3-73) It just so happens, that when one stretches a 62' chord (string) with either end of the string at the gage corner of the rail (5/8 inches below the top of rail), at any point throughout the curve, the measured offset (between the string and the gage corner of the rail) at the midordinate (center of the string) in inches is also the degree of curvature of the Figure 3-73 Full Body of Curve - Photo by Larry Slater curve at that point. (See Figure 3-74) (See the Appendix for diagrams and literature detailing the relationship between midordinate measured and degree of curve.) The degree of curvature should be the same at every point checked around the full length of the full body of the curve. But curves are hard to keep in line, especially where gage and surface related problems are present. By taking successive measurements around the curve and then averaging these measurements, one can determine an average existing midordinate or degree of curvature. Dependent on the class of track operated, the FRA in the Track Safety Standards defines the procedure utilized for determining the average midordinate for the curve. The difference, then, from the measured mid-ordinate (degree of curvature) at a point of concern, and the average midordinate determined for the curve as it presently lies, is the deviation in alignment. Again the higher the speed, the more restrictive the allowable deviation from desired alignment. Alignment allowed to deteriorate initially will cause a poor ride and very quickly Figure 3-74 Measuring the Mid-ordinate - Photo by Larry Slater 3- 50 ©2003 AREMA® CHAPTER 3 - BASIC TRACK will lead to surface related problems. Transition Spiral of the Curve A train progressing at speed down tangent track would undergo a significant lateral acceleration if it instantaneously went from tangent track to full degree of curvature where the tangent track ended and the curve began. To combat this problem, a transition curve called a spiral is introduced at the beginning of the curve and at the end before the curve returns to tangent. (See Figure 375) The degree of curvature of a spiral (cubic parabola) starts at zero and ends up at Figure 3-75 Transition Spiral Curve - Photo by Larry the full curvature over its length at roughly Slater an even rate. (See Chapter 6 Railway Track Design for a complete discussion of the spiral curve. A sample calculation illustrating the calculation of deflection angles and other required curve components can be found in the Appendix.) Curve Elevation The other element of a curve that must be considered is the effect of centrifugal force as the car moves around the curve. The sharper the curve (the shorter the curve radius) and the higher the speed, the greater the centrifugal force. This force tends to cause the wheels to move towards the outside rail as much as one may have experienced on an amusement park ride. To counter this force, railways elevate the outside rail of the curve, or in railway parlance add superelevation, to counter the effects of centrifugal force. Through the full body of the curve (the circular segment of the curve), the elevation required to offset the effects of centrifugal force is constant for a given speed. The amount of superelevation required is determined by the speed of the fastest train and the degree of curvature present. Excessive elevation for the speeds operated will mash the low rail or even cause low rail turnover. Too little elevation for the speed operated may cause the wheel to climb the high side and derail. Not all trains operate at the same speed through a curve. Railways are permitted to operate with a maximum of three inches of unbalance for conventional equipment and with approval of the FRA, at higher levels of unbalance for specialty equipment per Subpart B. This enables the balancing of elevation for both the highest and slowest speed trains operating through the same curve without compromising the safety of the train or causing premature deterioration of the track structure. Railways will specify the amount of unbalance utilized up to a maximum of three inches. One cannot go instantaneously from zero elevation in the tangent section to full superelevation when the full body of the curve is reached either. The spiral curve is 3- 51 ©2003 AREMA® CHAPTER 3 - BASIC TRACK used to also transition in the increase in elevation until at the end of the spiral when full elevation is reached. At the end of the full body of the curve, a spiral is used to transition the full elevation back to zero when the tangent section is again reached. (See Chapter 6 Railway Track Design for a complete discussion on the use of the spiral curve to transition in full superelevation.) Thus, both lateral and vertical increase in acceleration of the car body occurs at a constant rate without feeling an abrupt change. The weight of the train, deviation in gage and alignment, as well as resultant surface track problems, make it difficult to maintain these elements in the desired state. Deterioration of other track components further exacerbates the maintenance of curves and tangent track. The correction of alignment, surface and how these two relate to curves is called surfacing. It is a key component in the renewal or rehabilitation of the track structure. 3.6.3 Surface The next primary element of geometry is surface. Surface describes the vertical relationship of the track structure and is comprised of run-off, profile, crosslevel, reverse elevation in curves and warp or twist (difference in crosslevel). Each category of surface affects the train's response to the track and must be considered in performing all track construction and repair tasks. Speed-sensitive maximum tolerances have been established for all of the elements of surface. The top of rail elevation of newly worked track must be blended into the elevation of the existing track during surfacing operations, where the track is raised, when renewing the deck of a bridge or performing work on other track structure elements changing the top of rail elevation. If not careful in blending the new elevation of the Figure 3-76 Run-off Between Bridge Segments - Photo track, a car traversing over the blended track by James Bertrand section will get a severe bounce, which in some cases may uncouple the train. We call this abrupt change in elevation run-off. (See Figure 3-76) The greater the speed, the greater the bounce, if the run-off is too abrupt. Run-off allowable limits are determined by stretching a string along the top of the rail and by measuring the change in elevation of either rail in 31'. The profile of each rail is the mid-offset in inches measured from the midordinate of a 62' string stretched along the top of the rail. Profile problems look like sags or humps in the track. (Figure 3-77) 3- 52 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Figure 3-77 Measuring Profile Figure 3-78 Measuring Crosslevel Surface also includes crosslevel (Figure 3-78), which is the difference in elevation between two rails at any given point. In tangent track, the crosslevel should be zero. Both rails should be at the same elevation. In curved track in the full body of the curve, the crosslevel should be at whatever is the designated superelevation. In the spiral, the crosslevel should be whatever the incremental amount of elevation is between zero and full elevation for that point in the transition curve. The difference between what the crosslevel is and what it should be at that point is known as the deviation in crosslevel. Specific limits are also set on the amount Figure 3-79 Difference in Crosslevel (Warp) Within 62' of reverse elevation permissible in curves (i.e., the outside rail in a curve is lower than the inside rail at a given spot). Difference in crosslevel or warp (Figure 3-79), the fourth category of surface, can cause the front of the car to lean in one direction and the rear of the car to lean in the other simultaneously. The resultant wracking action on the car may cause a wheel to lift. Warp is also the cause of the famous rock-n-roll phenomena, whereby successive low joints at critical speeds will cause certain types of cars to go into resonance (reach their natural frequency). They will literally rock themselves off of the track from the wheel lift produced. Warp is defined as the change in crosslevel between any two points less than 62 feet apart. The change between the highest and lowest crosslevel reading in any 62' determines the speed that can be operated. Warp in a spiral curve can often be dangerous. Because of the lateral and vertical changes the car is undergoing in the spiral, a low spot or even reverse elevation in the spiral may require a speed reduction perhaps to 10 mph until the problem can be corrected. Allowable warp in a spiral for 3- 53 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Class 4 is 1", but just a 2" difference in crosslevel requires one to reduce speeds down to Class 1 track. Surface problems are often directly related to tie condition. If a significant number of ties are no longer capable of providing support (i.e., they're split, broken, plate cut or just abraded away from the bottom) surface problems will result. Out-of-face tie renewal, at that point, is the only permanent option to correct the resultant surface problems. If the free draining characteristics of the ballast are disrupted, i.e., it becomes plugged with mud or fines, surface will be impossible to maintain. Because the mud does not have the bearing support of clean rock, the track structure will compress under each passing wheel. A siphoning effect much like a toliet plunger will only bring more water and fines up into the ballast section. Undercutting, shoulder cleaning or in some cases a full out-of-face ballast raise (2" to 3"), are about the only options available to alleviate this condition. If rail condition has deteriorated to the point that secondary batter or bent ends cause the wheel to pound every time it goes over a joint - surface will be impossible to maintain. Inadequate drainage because of fouled ballast or other related factor may be considered an FRA non-class specific defect under certain situations. 3.7 Safety The importance of safety on the ROW was highlighted in Chapter 2, Industry Overview. Indeed, the first rule in virtually every railway safety rule book is “Safety is the most important element in the discharge of duties.” The cardinal rule of railroading is “Expect a train on any track, at any time and in any direction. Never step in the foul without looking both ways.” These rules are key to staying out of harm’s way any time one is out on the ROW. Within the United States, the Federal Railroad Administration has set very strict requirements regarding the protection required for roadway workers (individuals inspecting, constructing, maintaining or repairing track, bridges, signal and communication systems, roadway, roadway related facilities, electric traction systems or anyone operating roadway equipment in the foul of the track or with the potential of fouling the track). These regulations are known as the On-Track Safety or Roadway Worker regulations. Each railway has developed an On-Track Safety Policy that defines how protection will be provided to roadway workers from trains or roadway maintenance equipment any time they are in the foul of the track. Contractors, consultants, manufacturer equipment personnel and railway employees meeting the criteria of a roadway worker are bound to comply with these requirements by federal law, and there are severe corporate and personal financial penalties for failure to observe these requirements. Per the FRA, one is in the foul any time one occupies the track or is within four feet of the near running rail or is within the envelope where he/she could be struck by a projection from a piece of on-track roadway maintenance 3- 54 ©2003 AREMA® CHAPTER 3 - BASIC TRACK machinery. Railways may have more stringent requirements than that posed by the FRA. Each railway On-Track Safety policy will mandate but is not limited to the following: • Every roadway worker must have a daily job briefing that defines the qualified employee-in-charge of his on-track safety and the type of on-track safety that will be provided him on the track from which he is fouling and/or on adjacent tracks as well. The physical and time limits of the protection must be provided if appropriate. • No roadway worker may foul the track unless an appropriate form of on-track safety is provided him at all times. • A qualified employee-in-charge, who is providing or arranging for the protection, must be present at all times when the track is fouled by roadway worker(s). • A designated form of warning and a designated place of safety will be identified in the job briefing that the roadway worker must immediately move to with the approach of a train or piece of roadway maintenance machinery on the track from which he is fouling as well as on any adjacent tracks. (An adjacent track is defined as any track with a track center distance of less than 25 feet from the track which protection is being provided.) • A roadway worker may challenge the on-track safety protection provided him if he, in good faith, believes that the on-track safety protection provided is inadequate or is in violation of the railway’s On-Track Safety policy or the FRA regulation, without fear of retribution. Roadway workers can provide protection for themselves utilizing several different methods of protection. However, they must be a qualified employee-in-charge in order to do so. To be qualified, one must: • Successfully pass an annual railway operating rules exam. • Successfully pass an annual railway On-Track Safety Exam. • Be familiar with the physical characteristics of the railway segment where protection will be provided. In all but the most rare cases, railways typically do not qualify other than employees to be employees-in-charge. This means that anyone coming onto the property in a consultant/contractor mode must be accompanied by a qualified employee-in-charge any time he/she is within the envelope defined as foul – FRA or railway, no matter 3- 55 ©2003 AREMA® CHAPTER 3 - BASIC TRACK how short the period. Some railways further restrict this to any time one comes onto railway property. Roadway workers must receive annual roadway worker training prior to fouling the track. Some railways utilize the job briefing in order to satisfy the training requirements for infrequent contractors/consultants. However, a number of railways require contractors or consultants to be roadway worker trained prior to receiving permission to come onto the property. There are a number of qualified entities that can provide this training, including AREMA. The On-Track Safety regulation is complex and there are a number of other very significant requirements. The engineer must have a clear understanding of it. One can download the regulation and explanation from WWW.FRA.DOT.GOV. The FRA requires the use of fall protection when working on a railway bridge: • Outside the running rails of any bridge structure not equipped with a handrail on the side from which one is working, • With a height greater than 12 feet or more from the working surface to the surface below, and • With an overall span length greater than 12 feet. Similar requirements exist in Canada under Labour Canada law. The FRA Blue Flag requirements govern the protection provided personnel working on, under or between railway cars and locomotives. Equipment blue flagged cannot be moved, coupled into, or equipment cannot be moved onto a track where the view of the blue flag will be restricted by the equipment unless personnel placing the blue flag have removed it and are in the clear. The FRA has adopted other governmental regulatory requirements where specific FRA regulations have not been adopted, including OSHA regulations. Although the FRA cannot enforce other governmental regulations, it can notify other governmental entities when it believes violations exist or employee/public life or safety may be endangered. 3.8 Maintenance Activities At this point, the interrelation between the various elements of the track structure and how deterioration of one component very shortly affects the other components is evident. To insure that the component life guaranteed is secured, railways have to look at their capital rehabilitation programs from a systems approach. It is a waste of funding 3-56 ©2003 AREMA® CHAPTER 3 - BASIC TRACK to relay rail in a track segment plagued with defective ties incapable of supporting the wheel loads unless the tie problem first is corrected. A full out-of-face tie renewal, bringing the track structure up to Class 4 or Class 5 tie condition, will quickly deteriorate if the ballast section consists of mudcaps, poor alignment and surface problems. Alleviation or attention provided one aspect of the track structure will not correct other problems, both from the integrity of the track structure, but also from a regulatory perspective as well. On the other hand, a well-planned rehabilitation program, that minimizes disturbance of the track structure, but that also includes coordination and consideration of all phases of track maintenance, will often yield life cycles that will go well beyond the life expectancy guaranteed. Coupled with on-going cycle based rehabilitation programs, is the need for consistent operating dollar-based maintenance programs. Spot replacement of ties, correction of gage deficiencies, smoothing, elimination of joints, adjustment of CWR, turnout maintenance, repair of battered or chipped rail ends, grinding of rail to maintain optimum rail profile, are all essential to keeping the track structure in equilibrium until capital component replacement occurs. The industry must never let deferred maintenance become a way of life again. As older, more experienced workforce retire, as new regulations add restrictions to the way maintenance activities are performed with resultant loss of efficiencies, and as train traffic increases and work windows decrease, railways are going to need more sophisticated and productive equipment for their maintenance forces to counter these problems. The reader is encouraged to turn to the Appendix for a synopsis by the Canadian National Railway of procedural steps used in performing various maintenance activities including: • Ballast Unloading • Gauging on Wood and Concrete Ties • Mechanical Surfacing of Track • Switch Tie, Yard and Siding Ties & Programmed Maintenance Tie Renewal • Rail Train Rail Pickup • CWR Rail Relay on Wood or Concrete Ties • Mechanized Tie Renewal • Track Abandonment 3-57 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • Track Sledding • Installation of Panelized Turnouts • Unloading Continuous Welded Rail Note: These practices are provided only as a guideline and may be in significant variance with the procedures and practices of other railways. Maintenance has always been performed, more or less, on a cyclic basis.23 Cyclic maintenance, in its modern connotation, must therefore mean more than mere repetitive programming. Quality does not wait until the entire service life of a tie has been consumed before renewing that tie. An almost worn-out tie is not giving full and uniform support to the track. Neither does quality maintenance wait until alignment and surface have deteriorated before performing the necessary lining and surfacing operations. These work activities must be established on a cycle that does not permit significant deterioration to set in. Additional cost may seem to be involved. This may well be since one often has to pay more for a product of higher quality. The actual over-all-cost effects may not be as adverse as one might anticipate, because it is easier to keep up than to catch up. Cyclic maintenance is a desirable feature of standardization of methods. Tie renewals and surfacing are related operations. Surfacing should follow tie renewals to insure a final quality surface after the track has been disturbed by the tie renewals. Because the two operations frequently move at different speeds (depending on the number of tie renewals per mile), the one operation should not be permitted to hold back the other. 3.8.1 Track Disturbance Many of the major production and maintenance activities constitutes significant disturbance of the track structure, especially in welded rail. Railways work hard to keep the track structure in equilibrium. The thermal expansion of a single piece of rail 1440 feet long for a 60 degree F rail temperature rise, not uncommon on a clear, hot day, would allow that rail to grow 7 inches if it were not restrained. But the rail ends are restrained. They are welded together. The forces produced are significant (106,780 lbsF for 136# rail for a 40°F rise in temperature) as each rail tries to expand against the other. Using Euler's buckling theory, a compressive force of sufficient magnitude applied at either end of long narrow member (rail or rails fastened to the ties), will result in the buckling of the member before the ultimate compressive strength is exceeded. By increasing the moment of inertia of the member or by shortening its effective length, the force required to achieve buckling is increased. So it is with the rail. The moment 1965 Roadmasters & Maintenance of Way Association Proceedings, Quality Track Maintenance Factors – Their Relative Importance, W. W. Hay 23 3- 58 ©2003 AREMA® CHAPTER 3 - BASIC TRACK of inertia or resistance to buckling of the track structure is increased by adding solid fully spiked ties, providing a full ballast section between the ties and on the shoulder, and by applying anchors. But thermal forces are not the only forces that are applied to the track structure. Train braking and acceleration, locomotive nosing back and forth, truck hunting, line kinks, centrifugal force on curves, etc., all add additional forces to promote buckling. There's a limit to how much the track structure can resist. In most cases, the only force that can be controlled is thermal expansion. North American railways lay the rail at an elevated temperature (80°F - 120°F depending on the expected temperature range), and then lock the rail in place by applying enough anchors. Theoretically, the rail is not thermally stressed (no compressive or tensile forces imposed) anytime the rail temperature is at the temperature the rail was laid. We call this “as laid temperature,” the neutral temperature. Unfortunately, over time, the neutral temperature tends to drop significantly from the inadvertent adding of rail when changing out rail or making welds, lining curves in during cold weather and natural microscopic creeping of the rail through the anchors. Where does this all lead? Although excessive rail can be cut out and stretched with big hydraulic jacks to raise the neutral temperature, this is not a realistic approach every time maintenance functions are performed and the track is disturbed. 3.8.2 Track Disturbance Activities Disturbance constitutes any procedure that reduces track moment of inertia or stability, such that it cannot resist the compressive forces imposed under normal ambient temperatures, either under or without train loadings. When the track is raised out of its naturally consolidated bed and the bonds are broken that have developed through the natural interlocking of the individual stones making up the ballast section, or the ballast is removed between the ties and on the shoulders, we have disturbed the track and promoted the possibility of track buckling or a sun-kink. Engineering out the potential for a sun-kink ahead or under a train in CWR is achieved through the adherence to specified procedures utilizing a combination of limiting speed restrictions applied for a given amount of tonnage and/or number of trains over a given time period until consolidation is achieved. The specifics to these procedures will vary according to the type of traffic, train consist, ambient temperature, physical characteristics of the railway and speeds operated. Each railway will have developed CWR policies and procedures pertinent to their operation. Procedures applicable to commuter/transit operations may not be applicable to unit train operations. However, it is essential that individual railway procedures be followed any time track disturbance occurs. Today, railways can quickly regain about 80% of the original track stability through the use of a dynamic track stabilizer. 3- 59 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Thus the goal when performing track work of any kind is to minimize disturbance. But when disturbance does occur, appropriate measures must be instituted until the track is again stable while still safely keeping train delays to the minimum possible. 3.8.3 Rail Lubrication Lubrication of the rail in curves, if appropriate, is an essential task in the battle to maximize rail life. Even with properly superelevated curves, the flange of the wheel tends to crowd the high or outer rail (desirable for a good ride). The resultant abrasion of rail and wheel can be significant, thereby leading to wide gage and unfavorable wheel loading stresses that aggravate the formation of dangerous rail and track defects. The proper application of lubricants will significantly reduce the amount of rail and wheel wear imposed and thus increase the life expectancy of both rail and wheels. The resulting reduction in wheel hunting action from proper lubrication will slow down the formation of alignment and gage related problems. Lubricant is applied to the rail through the use of locomotive on-board lubricators, wayside lubricators (Figure 3-80) and hi-rail equipped lubricant pump/nozzle systems or by hand application. Regardless of the method of application, it is important that the lubricant only be applied on the gage corner of the rail and not upon the tread of the rail where it could seriously impact locomotive traction or braking. This is particularly important in commuter rail and transit properties, which are operating a limited number of cars per train set. Loss of friction at the rail/wheel interface can cause sliding under the severe braking applications often required for short distance intervals between station stops. It is also important that wayside lubricators be properly located to ensure that the lubricant is carried throughout the curve. The low rail should also be lubricated to ensure that the truck assembly steers itself around the curve rather than slewing around the curve. Failure to do this, in double-stack/container territory, or in terminals where stiffer high-speed engines operate, can result in lateral forces that will roll the low rail over, even in the best of track conditions. Figure 3-80 Wiper Bars of a Rail Lubricator – Conrail Lubrication on transit properties is also utilized to reduce noise levels as equipment traverses around the curve. There are a variety of petroleum, synthetic and even soybean based greases available that are environmentally friendly, but also maintain their viscosity over a wide range of ambient temperatures. 3- 60 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Recent developments in the application of friction modifiers (not a lubricant) to the tread of the rail optimize the coefficient of friction on the running surface of the rail. This promotes better steering with significant reduction in propulsive energy costs, reduced noise and longer rail service life. The use of head hardened (heat treated) rail, in addition to lubrication, can be used to promote rail life in severe curvature. 3.8.4 Rail Grinding Rail grinding is another maintenance activity that promotes increased rail life. Both the rail and the wheel have a radii at the contact point. By modifying the radii of the rail head, the rail/wheel interface (contact point) can be shifted to a situation more favorable for the imposition of induced stresses for a given rail section. The applied lateral and vertical forces create a resultant Figure 3-81 Switch Grinder - Courtesy of Canadian Pacific vector described by the L/V ratio. Rail Shifting the contact point similarly shifts the application point of the resultant vector. Keeping the L/V ratio below 0.6 is important, although low rail turnover has occurred with L/V ratios as low as 0.4 with hollow worn wheel treads. The optimum rail profile then is a function of the wheels utilized and the car characteristics to the extent that they can be controlled. Rail grinding is achieved through the use of specialized grinding machines or trains equipped with adjustable grinding wheels (See Figure 3-81), that can remove small amounts of metal at a very controlled rate in a series of passes. Depending on the amount of material to be removed and the number of stones utilized, grinding is typically performed at speeds ranging from 1 – 7 mph. Grinding is also used to remove surface imperfections in the rail such as gage corner shells, spalls on the low rail and corrugations on the rail head. Corrugations in transit properties produce the infamous roaring rail sound. In freight and commuter territory, it can eventually lead to detail rail fractures. Localized grinding is also performed on manganese components such as RBM frogs and crossing diamonds. It requires the imposition of tonnage to work harden manganese. Until manganese is work hardened, it flows very easily. It is important to remove this overflow (grinding) before it breaks out, which requires extensive welding to make repairs. The longer welding can be postponed, the longer the service life of the manganese component. Thus intermittent touch-up grinding is essential. 3- 61 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.8.5 Rail Defect Testing Rail defects can be classified as external or internal. Although most internal defects give some external indication of their presence, it may not be recognized prior to a train finding it, with a resultant derailment. Internal defects are found through the use of an ultra-sonic or ultra-sonic/electroinductive vehicle (Figure 3-82) designed to look at the reflective wave Figure 3-82 Ultra-sonic Electro Induction Rail Defect Testing imposed on the rail at several angles. Some form of discontinuity or aberration in the rail will be visible on a CRT screen as the vehicle traverses over the rail. The FRA has established required rail inspection frequencies dependent on the speed operated, tonnage levels the prior year and whether or not passenger trains are operated. The FRA 213.113 section of the Track Safety Standards provides the minimum required remedial action for a found defect, which is dependent on the type of defect and its cross-sectional area or length. The Sperry Rail Service provides an excellent pictorial manual of the various types of rail defects and the more common visible indicators of their presence. Good knowledgeable track inspection will often find the indicators of the presence of rail defects prior to their breakout. 3.8.6 Geometry Cars Many of the larger railways utilize a geometry car (self-propelled or pulled by a train) to periodically check basic track geometry and gage compliance for FRA/Transport Canada or their own more restrictive requirements. These heavy vehicles can test at speeds up to 70 mph. The newer vehicles use Optical Rail Figure 3-83 FRA T-2000 Geometry Car - Courtesy of Plasser American Scanning to measure gage and geometry parameters in real-time mode. The resultant print-out flags non-compliant locations or close to non-compliant locations. A visible paint mark is left on the track structure to assist repair crews in locating the deficiency. Older cars utilized a gage feeler system and required significantly slower testing speeds. The FRA operates its own Geometry Car (Figure 3-83) in order to verify railway compliance with the standards on a more wide based range than that which can be done by having an inspector making localized inspections. 3- 62 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.8.7 Gauge Restraint Measuring System (GRMS) A new tool in finding the presence of wide gage under loading conditions is the Gauge Restraint Measuring System or GRMS (Figure 3-84). These vehicles, through the use of a sliding axle, impose vertical and lateral loads and measure the resultant lateral Figure 3-84 GRMS Vehicle - Courtesy of Plasser American movement of the rail. Specific requirements for the imposed load's L/V ratio are stipulated in the FRA Track Safety Standards. Based on the amount of movement and the imposed load, a resultant gage widening under load measurement is extrapolated for actual train imposed loadings. The FRA permits the use of these data in determining gage compliance in lieu of the required number of non-defective ties for a given class of track per 39-foot segment as stipulated in 213.109. Thus, available capital replacement dollars can be utilized where they are most effective and needed, not just to maintain compliance with the Track Safety Standards. GRMS testing must be done at the required frequency in order to have relief from the 213.109 requirements. Many railways are utilizing this tool to plan capital tie replacement programs or to find weak spots in their track structure. 3.8.8 Vegetation Control The control of unwanted vegetation is another essential maintenance activity. Some ROW vegetation is desirable, for example, the root structure of selected grasses used to prevent erosion or sliding of fill sections, the use of trees to serve as wind breaks for minimizing snow drifting or sand blowing, or shrubbery to act as a sound damper or sight break in residential areas. Unwanted vegetation (See Figure 3-85) serves to block drainage, reduce sight visibility for approaching motorists at Figure 3-85 Overgrown Vegetation - Photo by J. E. Riley highway crossings, reduce signal or whistle post visibility for locomotive engineers, create fire hazards around bridges and other railway structures, increase the risk of injury to employees performing their job functions, hamper track inspection and may ground out track circuits in pole line which possibly could give a false clear indication to an approaching train. Unwanted vegetation may also provide a habitat for rodents and other unwanted vermin, spread 3- 63 ©2003 AREMA® CHAPTER 3 - BASIC TRACK noxious weed seeds and provide unfavorable publicity and exposure to the railway from surrounding communities. Vegetation is controlled through the use of either herbicide application or mechanical cutting. There are a number of successful formulations developed by the chemical industry for the control of vegetation. The specific weed or tree species, climatic conditions and the neighboring environment will dictate which formulations or combination of formulations are recommended. The Environmental Protection Agency in the United States regulates the application of herbicides. Herbicide application rates and type of usage are very clearly spelled out. Failure to comply can bring severe penalties. Licensing of applicators and operators is done by the states and is required of anyone applying herbicides to railway property. Herbicide formulations can be broken down into two categories: • Pre-emergent • Post-emergent Pre-emergent herbicides are applied before germination of the seeds or very early in the plants juvenile stage of life. They typically possess residual characteristics that carry on some time after their application and prevent seed germination. Timing of application is obviously critical as is the need for moisture some time after application to move the herbicide into the soil. Post-emergent herbicides are applied after the plant has sprouted. They typically have no or little residual characteristics. They are applied to the foliage and translocate to the root structure to kill the plant. Some postemergent herbicides are classified as contact herbicides. They cause the plant to drop or damage the foliage on which the herbicide came into contact. This results in the disruption of the plant's ability to utilize photosynthesis and may stunt or kill the weed or tree. Herbicides are applied through the use of backpack sprayers, hi-rail truck-equipped booms or hoses, or through the use of spray trains. Some states and providences have very strict notification regulations prior to the application of herbicides. Check before initiating a program. Mechanical cutting of vegetation can be broken down into localized mowing or chain saw removal of brush and tree species, a very labor intensive and expensive endeavor, or the use of on-track based production cutting machines. Many of these machines are not suitable for use in urban areas because of the debris thrown and the splintered remains of the tree that is left behind. However, in more remote locations they are an effective means of clearing the ROW. Other on-track based equipment may not have the production rates, but are more urban environment friendly and enable the judicious employment of tree trimming. Chipping or removal of the cut material is almost always a requirement in urban areas. 3-64 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.8.9 ROW Stabilization and Drainage Railways are faced with a number of soil and ROW stabilization problems. These can result from saturation of soils due to lack of or blocked drainage, overloading of placed or natural fill materials from years of ballast raises and heavy train traffic, poor initial soil selection in the construction of the ROW or inability of retaining walls to hold back the ballast because of ballast raises that do not permit an acceptable angle of repose within the Figure 3-86 Slope Failure - Photo by Bill Ross height of the wall. Many of the commonly applied highway stabilization methods used are also applicable to railways. Reducing water content below saturation through the installation of lateral drains, outlet drains and the cleaning out of ditches will often alleviate locations requiring frequent surfacing to stay within required parameters. (See Figure 3-86) Often ballast pockets will form deep in the subgrade, which act as a natural wick for water. These pockets form as the ballast is pushed down into the underlying soft-saturated subgrade. The addition of more ballast simply exacerbates the problem. These pockets must be located and drains installed to alleviate the situation. Similar problems will often occur when using a ballast regulator to bring ballast from outside the toe of slope back into the ballast section. Often dirt and other fines are also dragged up creating a small berm. This "bathtub" type curb, if located at or below the bottom of the ballast section, will often trap water with its attendant surface related problems. Unfavorable soils can sometimes be alleviated through the use of lime injection or cement grouting dependent on the soil type. Other mechanical means include driving second-hand ties vertically and spaced at intervals outside the edge of ties if the problem is localized over a short length. The placement of rip-rap at the toe of slope will sometimes alleviate the problem. Reducing the angle of repose by dumping and spreading ballast is another means often used, so long as the fill section is not failing because it is already overloaded. In the case of some varved clays and other very unfavorable soils, the only permanent solution may be the removal of the track and the excavation of the poor soils with replacement of a more favorable soil. Tie-back walls and techniques such as soil nailing are now also coming into vogue. Temporary relief from ballast sliding problems at bridge ends and culvert headwalls can often be rectified through the use of timber ballast stops as well. Localized ditching can be done through the use of backhoes and crawler excavators. The major excavator manufacturers have designed and built crawler equipment that can move from air-dump car to air-dump car, loading the cars as it progresses through 3- 65 ©2003 AREMA® CHAPTER 3 - BASIC TRACK each car. More conventional equipment includes the use of Jordan ditchers, which have powerful cylinder, equipped wings that will blade the ditch through the toughest of terrain. It is important that any ditch created be trapezoidal in shape to minimize future plugging with debris. Avoid V-shaped ditches. 3.8.10 Welding The most common track welding functions are electric arc, thermite and flash butt. Standard arc welding processes such as SMAW, GMAW and FCAW are used to weld manganese and carbon steel track components. However, thermite and flash butt are used for joining continuous welded rail. The flash butt method is used in the plant to create quarter-mile ribbon rails, which are then transported by a rail train to the location where they will be installed. Both flash butt (portable In-Track welding) (Figure 3-88) and thermite (sometimes known as alumino-thermic) are then used in the field, to join the longer lengths of rail together into continuous welded rail. They are also used in maintenance welding for replacing defective rail and for light construction. Thermite welding (See Figure 3-87) is a process that joins rail ends by melting them with superheated liquid metal from a chemical reaction between finely divided aluminum and iron oxide. Filler metal is obtained from a combination of the liquid metal produced by the reaction and pre-alloyed shot in the mixture. Flash butt welding (Figure 3-88) is a resistance welding process that produces a weld at the closely-fit surfaces of a butt joint by a flashing action, followed by the application of pressure after heating is substantially completed. Very high current densities at small contact points between the rail ends cause the flashing action, which forcibly expels the material from the joint as the rail ends are moved together slowly. A rapid upsetting of the two work pieces completes the weld. Figure 3-87 Thermite Welding a Joint Courtesy of Canadian Pacific Railway Figure 3-88 On-Track Flash Butt Welder - Courtesy of Plasser American 3- 66 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Electric Welding refers to the standard arc welding processes used elsewhere, particularly shielded metal arc welding (SMAW) or "stick welding,” gas metal arc welding (GMAW) and flux-cored arc welding (FCAW), with or without additional gas shielding. These processes are used on frogs and crossing diamonds (both manganese and carbon steel), for carbon steel rail ends, switch points and wheel burns, and for joining carbon steel rails. Oxy-Acetylene Welding is now primarily limited to the build-up of rail ends that will later be thermit welded. 3.9 Production Gangs Major restoration or renewal of the track structure is typically accomplished through the use of organized production gangs dedicated solely to performing a single function. These gangs will vary in size, make-up and equipment consists according to the railways established procedures. They are designed to secure maximum production within the limited track time window that is made available. Often, these gangs will have system-wide seniority, which permits them to be utilized as geographic and climatic conditions permit. Their acquired experience and expertise lend real efficiency in the performance of their work. Many production gangs possess impressive safety records in comparison to other railway work units. Albeit production work often poses significantly more hazards. Many of the regional, short line or commuter/transit properties will contract production work to railway contractors, as they do not possess the required workforce or equipment to effectively perform these tasks. Class I railways and the larger regional and commuter railways typically perform this work themselves because of negotiated labor agreements, although there is a growing trend to contract new track construction. The specific production gangs to be covered in this chapter include: • Rail Gangs • Tie Gangs • Undercutting Gangs • Surfacing Gangs • Road Crossing Renewal Gangs • Turnout Gangs 3-67 ©2003 AREMA® CHAPTER 3 - BASIC TRACK • New Track Construction Gangs/Cutovers 3.9.1 Production Rail Gang The first production gang to be considered is the rail gang. Rail renewal is determined chiefly by the condition of the existing rail. Rail with significant secondary batter, chipped ends, bent joints, corrugations too deep to grind out or with excessive curve wear, becomes impossible to maintain surface and speed restrictions have to be imposed. Rail segments that have had a history of recent failures, whether discovered ultrasonically or as outright broken rail, are placed for special priority. Older jointed rail, within acceptable wear limits and that has been work-hardened by tonnage prior to the inception of 100-ton cars, is rail that can often be utilized for relay purposes. By cutting off 18" or more from each end, the bolt holes are eliminated and the rail can be welded into lengths of up to 1440 or 1600 foot long strings. This cascading effect generates a significant amount of the rail laid in North America, particularly on medium tonnage and secondary lines. Rail gangs will typically range from 30 to 60 men in size. As such, they are the most labor-intensive work function utilized. Expansion of the rail and installation at gage are the primary performance criteria that must be considered when laying jointed or continuous welded rail (CWR). Jointed rail must have shims installed between rail ends in order to permit thermal expansion. The thickness of the shim utilized is a function of the rail's present temperature. CWR is laid at a Preferred Rail Laying Temperature (PRLT), which will be the rail's neutral temperature after anchoring, and is designated per geographic location by the railway. The neutral temperature favors the higher range of expected rail temperatures, as a sun kink is typically more dangerous than a pull-apart. If necessary, the rail is artificially heated or cooled or adjusted hydraulically to a corresponding length in order that it is within an acceptable neutral temperature range. The rail is then anchored per railway standard in order to lock in the neutral temperature. The rail laying operation begins with the distribution of the material. CWR strings are carefully unloaded at their point of installation off of specialized roller rack cars carrying up to 40 strings of rail (Figure 3-89). These cars are permanently connected to each other as the strings span the cars. Tie downs are located for each string near the middle of the train. This permits the ends of the string to be free and accommodate going around curves and moving through turnouts. Each rail train is equipped with a winch car and a set of adjustable threader guideways (Figure 3-90) that guide the rail to the ground. 3- 68 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Figure 3-89 Partially Loaded Rail Train Figure 3-90 Rail Train Threader Car - Photos by J. E. Riley The end of the string is then secured once it is on the ground. The rail is either pulled or pushed out from under the train as the train progresses down the track. As the trailing end of the string approaches the beginning end of the remainder of the strings, it is temporarily connected to the next string and the process begins anew. Rail can be unloaded simultaneously on both sides of the train. Unloading of CWR or picking up of CWR that has been relayed is a potentially dangerous operation and great care must be exercised so that workers are not pinned by a string of rail that for any reason does not successfully line up with its corresponding roller rack. At crossings, a trench is either excavated through the crossing into which the rail can be inserted, or the rail is torch cut and the crossing is jumped. Should rail be required to renew the crossing, it may also be unloaded at the crossing ends. Jointed rail will also be unloaded by rail cranes onto the shoulder of the track ready for installation. See the article entitled Unloading Continuous Welded Rail in the Appendix for further information on this topic. Tie plates are distributed ahead as well. In some cases, the existing plates will be used for the rail to be relayed (curve patching or relays utilizing the same rail section). Other material, depending on railway procedures, such as tie plugs, spikes or anchors, are distributed just ahead of the gang to discourage theft. Depending on the equipment consist, these materials may be carried with the machines. CWR is threaded by the use of a specialized crane ball (head) up into the center of the track so that it is in position to be threaded into the tie plate. (See Figures 3-91 and 3-92) Figure 3-92 CPR Rail Gang - Photo by Bill Ross Figure 3-91 UP Rail Gang - Photo by C. C. Rupel 3-69 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Although rail gangs vary significantly in their make-up and sequence of operation, in general, they follow the activities listed in the Appendix article entitled CWR Rail Relay on Wood or Concrete Ties. When laying CWR, frequent rail temperature and gage measurements must be taken. Gage measurements are performed between base to base rather than the customary ball to ball measurements. The base to base measurements will vary according to the rail's base width. This ensures that the rail will be at the proper gage once the first train is operated over it and the rail has had a chance to set in the tie plate. Match marking of the strings of rail and tie plates are performed at the string quarter points to ensure that adequate expansion is secured when the rail is heated artificially. As with all maintenance activities, compliance with FRA 214 Roadway Worker provisions is mandatory. It is particularly important with a rail gang, that all activities cease and that personnel get in the clear prior to clearing trains by the gang on an adjacent track because of the spread out nature of a rail gang and the noise and sight obstructions that are present. Although virtually every rail gang operation has become mechanized, frequent machine breakdowns necessitate that personnel are present and equipped to perform the task manually. Rail gang productivity can range from a partial string per day on transit properties up to 9 to 10 strings per day on large highly mechanized gangs. An acceptable average is three strings per day with an 8-hour track window. 3.9.2 Production Tie Gang Tie renewal is typically scheduled ahead of rail relays to meet minimum FRA standards or to fit within cycle based programs. For medium and light tonnage lines, a tie life of approximately 25 to 30 years is realistic except under joints or crossings. On heavyhaul, high tonnage lines, a tie life of 15 to 20 years is more realistic. Tie gangs will range from mini-gangs of 12 – 15 personnel to 30 to 35 men for high production units. Production may range from 500 ties per day installed for a mini-gang to an average of 1500 ties per day for a typical tie gang. High production gangs can install upwards of 3000 ties per day with a full 8-hour window. Of particular concern is the disposal of the removed tie. Ties cannot be hauled to a landfill because of their creosote content. Nor can they be left to slide down the slope where they will impede drainage. Ties left in such locations are classified as an unregistered hazardous material storage site by the EPA and can bring severe financial penalties to the railway if prosecuted. Formerly, ties were either sheared or sawn into thirds as part of the extraction process. Today, most railways prefer to remove the tie in one piece, as it is more desirable for use by landscapers. Some railways have contracted with small power plant operations to provide fuel to generate energy. However, in most cases, the shipping costs associated with such operations make it 3- 70 ©2003 AREMA® CHAPTER 3 - BASIC TRACK prohibitive to do so. The problem of what to do with scrap ties will only get worse as acceptable disposal sites become fewer in number. Production renewal of ties begins with a tie inspector marking the ties. Selection of ties to be renewed is done by examining the joint area to ensure adequate support and then to the location of weak ties in relation to solid ties. Weak ties include: • Spike killed • Plate cut • Decayed • Burnt • End broke • Center bound partial split • Center split • Derailment damaged The presence of such ties does not automatically lead to replacement, particularly if there are a number of solid bearing, non-spike killed ties around it. On the other hand, one might skip a few of these ties and select several marginal ties in a nest of marginal but still serviceable ties. The inspector has to make his decision on not only what is the tie condition today, but what will it be over the ensuing years, until another tie gang is in this segment. Finally, the FRA Track Safety Standards dictates the minimum number of non-defective ties permissible in a 39 ft segment. This requirement can be waived if the railway operates a GRMS (Gauge Restraint Measuring System) car at stipulated frequencies. Through the use of a sliding axle, the car applies both a designated lateral and vertical load and measures the resultant movement. However, good ride quality mandates a significantly greater number of non-defective ties than that required by the FRA. Ties are distributed to the ROW by a number of methods including the use of selfpropelled rail cranes to peddle ties with a tie grapple bucket from loaded gondolas, to the use of a specialized backhoe equipped with clamps and projecting travel beams that permit the grabbing of the top sill of cars and the cantilevering of the backhoe from car to car, thereby unloading the ties as it proceeds through the work train. As with the rail gang, tie gang consists and procedures vary widely from railway to railway, but in general follow the procedures noted in the Appendix article, Mechanized Tie Renewal. 3-71 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Figure 3-93 Tie Gang Inserter - Photo by J. E. Riley Figure 3-94 Mechanized Tie Gang Consist - Photo by J. E. Riley Tie gangs have also become highly mechanized (See Figures 3-93 and 3-94), but as with rail gangs, the machines are subject to frequent breakdowns. Thus, every operation can be performed manually. 3.9.3 Production Undercutting Undercutting, shoulder cleaning, sledding, plowing or track removal with open cut excavations is performed whenever the ballast section becomes so fouled with mud that line and surface can no longer be maintained, or overhead clearances are so tight that track raising is unacceptable. Undercutting production is generally limited to availability of ballast and the amount of hard packed mud present in the track. Typically, this will require 40 - 50 cars of ballast per mile of track assuming that 6” to 8" of ballast is removed from the bottom of the tie. The amount of ballast re-claimed will vary depending on the type of ballast in place and its condition. The dirt removed from the track is either wasted off on the ROW or loaded by conveyors into air dump cars. It is important that spoils wasted are bladed off so that a berm trapping water is not created. A tie gang should be operated through the track segment prior to undercutting so that downed ties will be a minimum. Undercutting operations also vary widely in set-up. However, the key component is the undercutter (Figure 3-95). This machine has a large chain with cutting teeth that is pivoted under the ties at the required depth to be undercut until the chain is perpendicular to the rail (Figure 3-96). As the chain rotates, the machine is moved forward. A large vertical rotating wheel equipped with buckets is mounted on the side of the machine. The buckets first create space at the end of the tie from which the chain can operate. The chain brings the material to the rotating buckets, whereby the ballast is carried upward and dumped onto vibrating screens. The dirt and smaller ballast fines drop through and are deposited onto a conveyor that wastes the material onto the ROW or into an air dump car. The larger ballast is returned to the track. 3- 72 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Figure 3-95 Undercutting Roadbed - Photo by J. E. Riley Figure 3-96 Undercutter Chain & Digging Wheel - Photo by J. E. Riley Smaller, less productive undercutters are used for switch undercutting and even smaller units, called gophers, waste all material and are ideal for spot undercutting through bridges, platforms, etc. Shoulder cleaning performs the same operation with a large digging wheel, but only in the shoulder area. It is ideal for locations where the track is mildly fouled. Removal of fouled materials from the shoulder creates a natural siphoning action that will draw the fouled soil particles out of the center of the track to the shoulder, thus opening up the drainage required. Obviously, ballast requirements are not as heavy with shoulder cleaning, but the results are not as effective either. In plowing, a plow is inserted under the track structure and pulled ahead by either a crawler cat or a locomotive. The ballast material is then plowed out to the shoulders, leaving the track structure setting at whatever the depth the plow was set out. Ballast is dumped to restore cribs and shoulders and the track is lined and surfaced. Sledding is similar to plowing, except that the track structure is left atop the ballast section. (See an article entitled Track Sledding in the Appendix.) 3.9.4 Production Surfacing Gangs Surfacing refers to the operation, whereby the alignment and surface of the track are restored to within acceptable maintenance limits and the ballast is tamped underneath the ties. It can be classified as "spot" which is the localized repair to isolated locations often done through the use of jacks and ballast forks or shovels, or through the mechanized use of tampers, which is often referred to as smoothing. Production surfacing includes skin lifts, whereby low spots are corrected and the entire track structure is given a skin lift of under an inch to full out-of-face surfacing, whereby the track is raised 2" to 3" in a single pass, as would occur under undercutting operations or at road crossing renewals. 3- 73 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Today's modern production tamper, not only can tamp the ballast under the tie with vibrating tools that are inserted to either side of the tie and drop below the tie, where they perform a squeezing operation that compacts the ballast underneath, but are also equipped with jacks that can lift the rail vertically at the point of tamping. They also can move the rail horizontally for lining the track. Both vertical and horizontal jacking Figure 3-97 Surfacing with MK III Production Tamper - Photo by J. are controlled by projecting an ultra- E. Riley violet light from a buggy set ahead of the machine (Figure 3-97), which sends a light beam back to sensors located at the rear of the machine. Shadow boards are mounted on the machine between the light transmitters on the buggy and the receivers located at the back of the machine. Using the principles of triangulation, both vertical and horizontal jacks continue to jack until their respective shadow boards cut-off the light beam. Since the buggy is setting out at some elevation and at some horizontal location and the shadow board is much closer to the receiver than the buggy, the light beams will both be cut-off at some distance proportionately smaller because of the similar triangles that are created. Hence an averaging operation occurs as the machine moves down the track. A pendulum mounted in the rear of the machine senses crosslevel, and further controls the vertical jacks over each rail to correct crosslevel deviations. By manually dialing in adjustments, the operator can feather out line swings, add superelevation or create runoffs that feather track raises into existing elevations. Many of these machines are equipped with autograph liners, that once the beginning of the spiral is located, the machine is run through the curve without tamping and mid-ordinates are automatically plotted out through the other end of the curve. Depending on the machine's sophistication, corrective mid-ordinates are created through either the use of a magnetic tape overlaid over the plotted mid-ordinates or it is performed automatically. When the machine is returned to the starting point, the required corrections will be made. Today's production tampers (Figure 3-98) are equipped with automatic indexing features that automatically move the machine to the next tie to be tamped, thereby greatly increasing the productivity of the machine. Further improvements include machines that permit the work head to move ahead and tamp faster than the machine can travel forward. These super tampers can surface as much as 3 - 4 miles of track in a day. As an option, laser equipped buggys, that do not move as the machine progresses forward, can be set as much as one-half mile ahead of the machine. This permits excellent averaging of alignment into fixed locations such as a bridge, where 3- 74 ©2003 AREMA® CHAPTER 3 - BASIC TRACK the track cannot be thrown, thereby reducing the danger of creating a line swing into the bridge. Other improvements include keyboard entry of data (Figure 3-99) with sophisticated software that presents menu options to the operator, thereby greatly increasing his/her efficiency and the quality of work performed. Other machines included within the surfacing gang may include a tamper not equipped with jacks, that tamps every other tie behind the production tamper, thereby increasing hourly production rates. One or more ballast regulators are used to transfer or recover ballast where needed for tamping or filling the cribs and shoulders. The regulator is equipped with a power broom that sweeps excess ballast off the top of the tie and provides that “completed” look. The surfacing gang may include a dynamic stabilizer. This machine imparts vibrations of a given frequency into the rail to secure consolidation of the ballast structure. This restores lateral stability after the track disturbance created by surfacing and minimizes the placement of necessary slow orders. Figure 3-98 Surfacing Gang Consist - Photo by J. E. Riley Figure 3-99 Menu Driven Operations in MK IV Production Tamper - Photo by J. E. Riley Production surfacing typically will entail the operations noted in the Appendix article entitled “Mechanical Surfacing of the Track.” It is interesting to note that in an article from the 1934 Roadmasters Maintenance of Way Association Annual Proceedings, William Shea, General Roadmaster of the Milwaukee, St. Paul & Pacific Railroad, bragged about his high speed surfacing and lining gang that could surface a mile per day. It consisted of 300 men tamping and raising the track, 100 men lining the track and 100 men following up two weeks later as a touch-up gang. Today with a foreman, 4 – 5 machine operators and possibly 1 laborer, 2-1/2 or more miles can be surfaced with a far greater degree of quality in the work performed. Indeed today, there are machines that combine all of the operations noted above in the typical surfacing gang into one machine, which can travel out to the work site at near train speeds. 3- 75 ©2003 AREMA® CHAPTER 3 - BASIC TRACK 3.9.5 Road Crossing Renewal Gangs In all but the smallest crossings, the crossing track structure is often prepaneled out adjacent to the crossing (Figure 3-100) or at some other convenient location. The completed panels are then either off-loaded by crane or slid into place once excavation of the crossing is performed. Where adjacent ROW is available, completed panels several hundred feet in length can be installed if sufficient equipment is available. Figure 3-100 Crossing Panels - Photo by J. E. Riley Prior to removal of the crossing surface material, the appropriate crossing permits must be secured from the local authorities, highway traffic detours arranged, a work window obtained from the railway’s Transportation Department and the appropriate detour signage and barricades placed. Pneumatic or hydraulic impact tools are required to remove threaded lags in timber, rubber or concrete cast panel crossing materials. In some cases, it may be more expeditious to torch cut off the lag screw heads and use a loader or crane to pop the crossing surface materials out. The existing track is then cut into convenient panel lengths, typically 39’, and lifted out by a crane, if tie condition is adequate to hold rail in place while the panel is lifted. With the trackbed exposed, excavation can begin. It is important that the graded surface be level and no more than 10” be removed below bottom of tie. At all costs, avoid excavating beyond the hardpan that has formed from years of consolidation from train traffic. The use of small tilt-blade dozers or comparable equipment is effective in holding a level grade. Other suitable pieces of equipment for removing and loading spoil from the immediate crossing site are also required. The crossing panels are either slid in or placed by a crane, depending on the length and adjacent available ROW. Once the panel ends are connected to the existing track, ballast is dumped either by ballast cars or via loaders. The track panels are then raised by the use of jacks to permit machine tamping and raising of the crossing to grade. Additional ballast is dumped and final surfacing and regulating is performed. Additional surfacing will often be required after train operation until all settlement is complete. The appropriate surface material is then applied. In CWR territory, it is extremely important that reference marks be placed at either end of the crossing outside of where the cuts for the panels will be made before cutting the rail to remove the existing crossing. The distance between the reference marks must 3-76 ©2003 AREMA® CHAPTER 3 - BASIC TRACK be determined. After the crossing panels are installed and prior to welding the end of the panel to the existing track, the distance between reference marks must again be measured. The rail must be shortened by any dimensional quantity greater than that previously recorded. The rail is closed either hydraulically or through the use of applied artificial heat, and after shortening the rail an additional 1” for each weld made, the rail is welded. 3.9.6 Turnout Renewal Turnouts are renewed in one of three ways. Either a small work crew replaces the components in piece mill fashion or the panel is pre-built on-site off to the side, or it is brought to the site on specially built cars designed to handle the panel sections. Replacing the components piece mill is not cost effective and is a very time consuming operation unless not all of the components need replacement, i.e., perhaps the timber is sound. On the other hand, panelization minimizes train delay during installation, but requires cranes and other special equipment to handle the panels. In the same manner as the rehabilitation of a road crossing, the existing turnout is cut up into panel size segments and removed from the roadbed. The roadbed is then graded out to remove fouled ballast and to prepare a smooth bed for the laid panels. Many railways will install geo-textile fabric under the turnout to provide for capillary action drainage of water trapped in the subgrade. Care must be taken to ensure that the fabric is placed deep enough that the tamper tools do not punch holes in the fabric. If sufficient equipment and on-site ROW is available, the pre-built panels may be welded together and the completed turnout (Figure 3-101), as large as a #24, can be slid into place within a minimal period of time. Other alternatives (Figure 3102) call for the use of mobile panel/complete turnout carrying rigs. These units bring the turnout or turnout segments to the Figure 3-101 Moving a one-piece turnout into place switch via rail bound wheels. Special jacking arrangements lift the completed turnout up off the car and walk the unit in-place via crawler treads once the car is moved out underneath. 3-77 ©2003 AREMA® CHAPTER 3 - BASIC TRACK The most common installation method calls for the use of either rail bound or mobile cranes to handle individual turnout panel sections loaded on special cars (Figure 3-103), which are set in place and connected to the existing trackage. Figure 3-102 Switch Panel Laying Rig - Courtesy of Plasser American The panels are pre-loaded so that either the frog or point section is the first unit to be unloaded, depending on whether the first panel to be laid is the frog or point section. From this point on, the procedures replicate the rebuilding of a road crossing. Figure 3-103 Panel Car - Courtesy of Plasser American Installation of the switch stand or switch machine occurs after the turnout is installed. In signal territory, close coordination with the signal department is required, particularly with the placement of insulated joints, hook-up of switch machine if so equipped, connection of switch circuit controller and conduction of switch obstruction test, all of which must be performed prior to placing the switch back into service. The Canadian National Railway provides a step-by-step procedure, provided in the Appendix entitled “Installation of Panelized Turnouts.” 3.9.7 New Track Construction/Cutovers Several manufacturers for the construction of new track have developed specialized equipment. One machine is pulled by a crawler cat (Figure 3-104) over the graded subgrade. The CWR strings have been unloaded and dragged adjacent and to either side of the location of the new track. Special cars containing the new ties to be placed are coupled to the machine. The machine contains a conveyor system that brings the ties forward, where they are automatically spaced. Simultaneous with this operation, the rail is threaded from the front end of the machine onto the placed plates. A following work station places the fastener (See Figure 3-105). In this manner, over a mile of track can be built in one day. Other machines are capable of replacing all of the ties and rail on existing track in one operation. These very large machines are typically leased directly from the manufacturer. As such, they are cost effective only for large 3- 78 ©2003 AREMA® CHAPTER 3 - BASIC TRACK jobs. More typical for siding construction is the placement of pre-plated ties by hand and the threading of rail onto the ties. Spikes are set and driven home by pneumatic spike drivers. Pre-built panels may also be used. However, this requires the staggering of joints after the panels are laid. Figure 3-104 Track Laying Machine - Courtesy of Charley Chambers Figure 3-105 TLM Clip car – Courtesy of Charley Chambers 3- 79 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Railway cutovers, unlike their highway counterpart, are accomplished very quickly with the completed connection often being made in several hours. In the case of track shifts, the roadbed, where the new alignment is to lay and the shift is to occur, is graded. A ballast regulator will blade out the shoulder on the side of the existing track where the shift is to be made. A tamper equipped with rail jacks is operated through the segment and the track is placed on top of the ballast section, or the ballast will be cribbed by hand between the ties. Utilizing cranes, Speed Swings, dozers, rubber-tired endloaders or crawler loaders, the track section is lined over so that it is in the new alignment location. After placing ties and rail required to make the physical connection, the connection is made, ballast dumped and the track surfaced and lined. Of greater concern is the signal work to be performed in signalized territory. In cutovers to new connections, extensive shunt tests must be made. In interlockings, extensive route and traffic locking tests must be made duplicating every possible movement that could occur. Additional tests have to be made on all searchlight and color light signals. These tests are very time consuming and must be figured in when planning a cut-over involving an interlocking. 3- 80 ©2003 AREMA® CHAPTER 3 - BASIC TRACK References: 1. “AREMA Manual for Railway Engineering.” 2. “Railway Engineering”, W. W. Hay, John Wiley & Sons. 3. AREMA “Roadmasters & Maintenance of Way Association Proceedings 1930 – 1997” (CD-ROM). 4. "Modern Railway Track," Coenraad Esveld, MRT Productions, 2nd Edition, P.O. Box 331, NL-5300, AH Zaltbommel, The Netherlands, Tel: +31 418 516369, mrt@esveld.com. 5. “Talbot’s Railway Transition Spirals,” Edward H. Roth, J. P. Bell, Inc. 6. “Railroad Curves & Earthwork,” C. Frank Allen, McGraw-Hill Book Company. 7. “Route Surveying and Design,” Carl F. Meyer, International Textbook Company. 8. “Route Surveying,” Pickels & Wiley, John Wiley & Sons. 9. “Introduction to Transportation Engineering,” W. W. Hay, John Wiley & Sons. 10. “Railroad Technical Manual,” C. R. Kaelin, Atcheson Topeka & Santa Fe Railway (BNSF). 11. “Federal Railroad Administration, CFR 213 Track Safety Standards, A-E.” 12. “Federal Railroad Administration, CFR 213 Track Safety Standards, G.” 13. “Track Design Handbook for Light Rail Transit,” TCRP Report 57, Transportation Research Board, National Research Council, Sponsored by The Federal Transit Administration. 14. “Dictionary of Railway Track Terms,” Christopher Schulte, Simmons-Boardman Books, Omaha, NE. 15. “The Railroad/What It Is, What It Does,” John Armstrong, Simmons-Boardman Books, Omaha, NE. 16. “US Department of Transportation Manual on Uniform Traffic Control Devices for Streets and Highways,” USDOT, Washington, DC. 17. “The Economic Theory of Railway Location,” Arthur M. Wellington, 1887, John Wiley & Sons, New York, NY. 3- 81 ©2003 AREMA® CHAPTER 3 - BASIC TRACK Ballast and Sub-Ballast24 The following table should be used as a guide when AREMA ballast gradations are not available. For quality recommendations of ballast refer to Chapter 1, Section 2.4 of the AREMA Manual for Railway Engineering. Ballast/Sub-Ballast Gradation Chart for Coarse Aggregate Suppliers in the United States Use Mainline Mainline Mainline Mainline Mainline Mainline Mainline Mainline Yard/Side Track Yard/Side Track Yard/Side Track Yard/Side Track Yard/Side Track Standard AREMA AASHTO AREMA AREMA AASHTO and ASTM AREMA AREMA AASHTO and ASTM AASHTO and ASTM AREMA AASHTO and ASTM AREMA AASHTO and ASTM Gradation # 24 24 25 3 3 4A 4 4 5 5 56 57 57 Sub-Ballast Generic DGA/ABC Nominal Size Square Openings 2 1/2" to 3/4" 2 1/2" to 3/4" 2 1/2" to 3/8" 2" to 1" 2" to 1" 2" to 3/4" 1 1/2" to 3/4" 1 1/2" to 3/4" 1" to 1/2" 1" to 3/8" 1" to 3/8" 1" to #4 1" to #4 1" to 3" 2 1/2" 100 100 100 90-100 90-100 80-100 100 100 100 2" 60-85 95-100 90-100 90-100 100 100 Sieve Size Size of Opening Number of Openings/sq. in. 1 1/2" 1" 3/4" 1/2" 3/8" #4 #8 #30 # 200 Percent Passing Through Sieve Size (min.-max.) 25-60 0-10 0-5 25-60 0-10 0-5 50-70 25-50 5-20 0-10 0-3 35-70 0-15 0-5 35-70 0-15 0-5 60-90 10-35 0-10 0-3 90-100 20-55 0-15 0-5 90-100 20-55 0-15 0-5 100 90-100 20-55 0-10 0-5 100 90-100 40-75 15-35 0-15 0-5 100 90-100 40-75 15-35 0-15 0-5 100 95-100 25-60 0-10 0-5 100 95-100 25-60 0-10 0-5 #200 100 AREMA - American Railway Engineering and Maintenance-of-Way Association AASHTO - American Association of State Highway and Transportation Officials ASTM - American Society for Testing and Materials DGA - Dense Graded Aggregate ABC - Aggregate Base Course 24 Developed by Michael Garcia, Illinois DOT & AREMA Committee 18 3- 82 ©2003 AREMA® 90-100 60-90 30-60 10-40 4-13