The stability and mechanical characteristics of heavy haul couplers with restoring bumpstop

To investigate the stability and mechanical characteristics of a type of heavy haul coupler with restoring bumpstop, the geometry and force states of couplers were analysed at different yaw angles and the longitudinal forces. The structural characteristics of this coupler were summarised. To aid in the investigation, a multi-body dynamics model with four heavy haul locomotives and three detailed couplers was established to simulate the process of emergency braking. In addition, the coupler yaw instability and lateral forces were tested in order to investigate the effect of relevant parameters on the locomotive's wheelset lateral forces. The results show that only when the bumpstop force exceeds half of the coupler longitudinal compression force, can the follower be rotated and the yaw angle of the coupler increase. The bumpstop preload is the most important stabilising factor. The coupler lateral force is constant when the coupler longitudinal force is smaller than the critical values of 2000, 1400 and 1150 kN at coupler free angles of 7°, 8° and 9°, respectively, for operation on straight track. The coupler free angle and the locomotive's lateral clearance of the secondary stopper are important in decreasing the wheelset lateral forces of the locomotive. It is advised that a smaller locomotive's secondary lateral suspension stiffness, a free clearance of 35 mm and an elastic clearance of 15 mm from the secondary lateral stopper be selected. If the coupler's free angle is less than the self-stabilising angle which is 5.5° for operation on straight track, the coupler is stable no matter how great the longitudinal force is. The wheelset lateral forces are allowed at the coupler longitudinal force of 2500 kN when the free angle is 6°. These studies establish meaningful improvements for the stability of couplers and match the heavy haul locomotive with its suspension parameters.     

The stability mechanism and its application to heavy-haul couplers with arc surface contact

To investigate the stability mechanism of a type of heavy-haul coupler with arc surface contact, the force states of coupler were analysed at different yaw angles according to the friction circle theory and the structural characteristics of this coupler were summarised. A multi-body dynamics model with four heavy-haul locomotives and three detailed couplers was established to simulate the process of emergency braking. In addition, the coupler yaw instability was tested in order to investigate the effect of relevant parameters on the coupler stability. The results show that this coupler exhibits the self-stabilisation and less lateral force at a small yaw angle. The yaw angle of force line is less than the actual coupler yaw angle which reduces the lateral force and the critical instability. An increase in the friction coefficient of the arc contact surfaces can improve the stability of couplers. The friction coefficient needs to be increased with the increase in the maximum coupler longitudinal compressive force. The stability of couplers is significantly enhanced by increasing the secondary suspension stiffness and reducing the clearance of the lateral stopper of the locomotives. When the maximum coupler compressive force reaches 2500 kN, the required friction coefficient reduces from 0.6 to 0.35, which notably lowers the derailment risk caused by the coupler. The critical instability angle of the coupler mainly depends on the arc contact friction coefficient. When the friction coefficient is 0.3, the critical instability angle was 4–4.5°. The simulation results are consistent with the locomotive line tests. These studies establish meaningful improvements for the stability of couplers and match the heavy-haul locomotive with its suspension parameters.     

Coupler rotation behaviour and its effect on heavy haul trains

When a locomotive coupler rotates at an angle, the lateral component of the coupler force has an adverse effect on the locomotive's safety, particularly in heavy haul trains. In this paper, a model of a head-mid configuration, a 20,000-t heavy haul train is developed to analyse the rotation behaviour of the locomotive's coupler system and its effect on the dynamic behaviour of such a train's middle locomotive when operating on tangent and curved tracks. The train model includes detailed coupler and draft gear with which to consider the hysteretic characteristics of the rubber draft gear model, the friction characteristics of the coupler knuckles, and the alignment-control characteristics of the coupler shoulder. The results indicate that the coupler's rotation behaviour differs between the tangent and curved tracks, significantly affecting the locomotive's running performance under the braking condition. A larger coupler rotation angle generates a larger lateral component, which increases the wheelset's lateral force and the derailment coefficient. Decreasing the maximum coupler free angle can improve the locomotive's operational performance and safety. Based on these results, the recommended maximum coupler free angle is 4°.     

Analysis of the car body stability performance after coupler jack-knifing during braking

This paper aims to improve car body stability performance by optimising locomotive parameters when coupler jack-knifing occurs during braking. In order to prevent car body instability behaviour caused by coupler jack-knifing, a multi-locomotive simulation model and a series of field braking tests are developed to analyse the influence of the secondary suspension and the secondary lateral stopper on the car body stability performance during braking. According to simulation and test results, increasing secondary lateral stiffness contributes to limit car body yaw angle during braking. However, it seriously affects the dynamic performance of the locomotive. For the secondary lateral stopper, its lateral stiffness and free clearance have a significant influence on improving the car body stability capacity, and have less effect on the dynamic performance of the locomotive. An optimised measure was proposed and adopted on the test locomotive. For the optimised locomotive, the lateral stiffness of secondary lateral stopper is increased to 7875?kN/m, while its free clearance is decreased to 10?mm. The optimised locomotive has excellent dynamic and safety performance. Comparing with the original locomotive, the maximum car body yaw angle and coupler rotation angle of the optimised locomotive were reduced by 59.25% and 53.19%, respectively, according to the practical application. The maximum derailment coefficient was 0.32, and the maximum wheelset lateral force was 39.5?kN. Hence, reasonable parameters of secondary lateral stopper can improve the car body stability capacity and the running safety of the heavy haul locomotive.     

Effect of arc surfaces friction coefficient on coupler stability in heavy haul locomotives: simulation and experiment

The heavy haul coupler/buffer system equipped with arc surfaces on the coupler tail and the follower is widely applied to connect the locomotives and wagons. As one of the most important parameters, arc surfaces friction coefficient plays a key role in coupler instability, which threatens the safety of trains. To investigate the effect of arc surfaces friction coefficient on coupler stability, a simulation model adopting the latest modelling methods is established and field tests employing the locomotives equipped with different friction coefficients are conducted. The results show that the friction coefficient of arc surfaces can affect the coupler yaw angle remarkably. Increasing the friction coefficient can improve the coupler stability. However, under severe compressive force condition, the increased friction coefficient can be reduced quickly, which calls for further attention.     

Improvements for the stability of heavy-haul couplers with arc surface contact

To investigate the stability mechanism of heavy-haul couplers with arc surface contact, the geometry and force analysis were conducted according to the friction circle theory. To improve the stability of the coupler, four improvements were proposed, which are increasing the secondary lateral stiffness of locomotives, adding a restoring bumpstop at the end of the coupler, increasing the arc surfaces radii and changing the clearance and stiffness of secondary lateral stopping block. A multi-body dynamics model with four heavy-haul locomotives and three detailed couplers were established to simulate the emergency braking. In addition, the coupler yaw instability was tested to investigate the effects of relevant parameters on the coupler stability. The results show that increasing the secondary lateral stiffness of locomotives, adding a bumpstop with a smaller bumpstop gap, increasing the arc surfaces radii, increasing the stiffness and decreasing the clearance of secondary lateral stopping block are conducive to improving the stability of the coupler with arc surface contact.     

Coupler dynamic performance analysis of heavy haul locomotives

In this paper, a train dynamic model was developed to study the dynamic performance of heavy haul locomotives, taking into account the use of different coupler and buffer systems under conditions of severe longitudinal coupler compressive forces. The model consists of four locomotives each having 38 independent degrees of freedom and one dummy freight vehicle connected to each other by couplers and buffers. Simulation results showed that the longitudinal coupler compressive forces withstood by large rotation angle couplers with coupler shoulders were larger than those withstood by small rotation angle couplers. The results obtained for the large rotation angle coupler model showed that it had higher safety curve negotiation speeds. Due to the smaller static impedance, it was found that large capacity elastic clay (or cement) buffers cannot satisfy the requirement of heavy haul locomotives during cycle braking in long heavy downgraded tracks; the use of friction clay buffers can solve this problem.     

Effects of model response on model following type of combined lateral force and yaw moment control performance for active vehicle handling safety

This paper presents a comparison study of the effect of model response on the performance of the model following type combined lateral force and yaw moment control. The combined controls aim to maximize stability limit as well as vehicle responsiveness. In order to realize this aim, two types of model responses are proposed to introduce the required lateral force and yaw moment control. The model responses (a) is the side-slip angle and yaw rate vehicle response of the two degree of freedom vehicle motion (bicycle model). The model responses (b) is an intentional modification from the model responses (a) to the side slip angle converging to zero and first order yaw rate. Three different cases of combining lateral force and yaw moment control have been investigated using the two types of model responses. The effect of model responses is proved by computer simulations of the vehicle response to a single sine wave steering input with braking for the combined control methods proposed. It is found that the influence of the model response has a significant effect on the combined control performance.     

Study on flange climb derailment criteria of a railway wheelset

The wheel flange climb derailment, which can be usually considered as a quasi-static process, is one of the main types of derailment, and often occurs on curved tracks due to large wheel lateral force and reduced vertical force. The general formula for the wheel critical derailment coefficient Q/P, the ratio of wheel lateral force to vertical force, is derived through analysing the forces exerted on the flange climb wheel. Based on the Coulomb's friction law and the creep force laws, the Friction Formula and Creep Formula for the evaluation of derailment are derived, respectively. The analysis shows that the derailment coefficients of Friction Formula and Creep Formula required for derailment are increased considerably for smaller and negative yaw angles, and tend to the value of Nadal's Formula at larger wheelset yaw angles. The Creep Formula is more reasonable for the assessment of derailment. The effect of some parameters on flange climb derailment, such as wheel/rail friction coefficient, yaw angle, flange contact angle, wheel vertical load and curve radius, are investigated. Finally, a simplified formula for wheel climb derailment based on the Creep Formula is proposed.     

The mechanism for the coupler and draft gear and its influence on safety during a train collision

A mechanical model of the coupler and draft gear was established to study the mechanism during an intercity train collision. The model includes four rigid bodies, one spherical joint, two nonlinear torsion spring units and two nonlinear hysteresis units. Simulation and test results show that the axial characteristics of the model are reasonable and the model can reasonably simulate the pitching movement of the coupler. The influence of the coupler and draft gear on the collision behaviour of the train is analysed considering a four-section intercity train. The results show that during the collision process, the amount of compression of the middle coupler is an important factor influencing the pitching deflection angle. The pitching motion posture of the coupler changes with the initial pitching deflection angle, but the initial pitching deflection angle has little effect on its yawing deflection angle. When the pitching angle of the middle coupler is elevated, as the elevation angle increases, the derailment risk of the ‘A’ end bogie of the previous vehicle increases, whereas the risk of derailment of the ‘B’ end bogie of the subsequent vehicle decreases. When the pitching angle of the middle coupler is depressed, the derailment trends for the front and rear bogies exhibit the opposite trend from that of the elevation angle. As the train collision speed increases, the pitching motion of the middle coupler is limited to forcing a yawing motion, causing the yawing deflection angle to increase sharply, which causes the wheel–rail lateral force to increase rapidly. From this, the derailment risk of the bogie increases, which further causes large displacement lateral buckling of the train. An anti-lateral buckling device can limit the yawing deflection angle of the middle coupler, preventing lateral buckling from large displacement and decreasing the risk of derailment.     

Vehicle stability control system for enhancing steerabilty,lateral stability,and roll stability

The Vehicle stability control system is an active safety system designed to prevent accidents from occurring and to stabilize dynamic maneuvers of a vehicle by generating an artificial yaw moment using differential brakes. In this paper, in order to enhance vehicle steerability, lateral stability, and roll stability, each reference yaw rate is designed and combined into a target yaw rate depending on the driving situation. A yaw rate controller is designed to track the target yaw rate based on sliding mode control theory. To generate the total yaw moment required from the proposed yaw rate controller, each brake pressure is properly distributed with effective control wheel decision. Estimators are developed to identify the roll angle and body sideslip angle of a vehicle based on the simplified roll dynamics model and parameter adaptation approach. The performance of the proposed vehicle stability control system and estimation algorithms is verified with simulation results and experimental results.     

Coupler jackknifing and derailments of locomotives on tangent track

A number of derailments occurred in recent years due to coupler jackknifing, some of them were reported on tangent tracks where conventionally thought to be the safer sections. This article studied coupler jackknifing behaviour and its implications for locomotive safety on tangent tracks from the experience of China heavy haul. Three types of coupler systems were modelled and simulated regarding coupler jackknifing behaviour. Two typical locomotive derailments occurred on tangent tracks were analysed. From the derailment experience, coupler angle self-lock behaviour was introduced and simulated. An approach to determine coupler angles in the jackknifed position was derived and validated with a self-coded program and SIMPACK. Methods to prevent coupler jackknifing were also evaluated with regard to locomotive stability.     

Method for obtaining the wheel–rail contact location and its application to the normal problem calculation through ‘CONTACT’

This work presents a robust methodology for calculating inter-penetration areas between railway wheel and rail surfaces, the profiles of which are defined by a series of points. The method allows general three-dimensional displacements of the wheelset to be considered, and its characteristics make it especially suitable for dynamic simulations where the wheel–rail contact is assumed to be flexible. The technique is based on the discretisation of the geometries of the surfaces in contact, considering the wheel as a set of truncated cones and the rail as points. By means of this approach, it is possible to reduce the problem to the calculation of the intersections between cones and lines, the solution for which has a closed-form expression. The method has been used in conjunction with the CONTACT algorithm in order to solve the static normal contact problem when the lateral displacement of the wheelset, its yaw angle and the vertical force applied in the wheelset centroid are prescribed. The results consist of smooth functions when the dependent coordinates are represented as a function of the independent ones, lacking the jump discontinuities that are present when a rigid contact model is adopted. Example results are shown and assessed for the normal contact problem for different lateral and yaw positions of the wheelset on the track.     

Study on flange climb derailment criteria of a railway wheelset

The wheel flange climb derailment, which can be usually considered as a quasi-static process, is one of the main types of derailment, and often occurs on curved tracks due to large wheel lateral force and reduced vertical force. The general formula for the wheel critical derailment coefficient Q/P, the ratio of wheel lateral force to vertical force, is derived through analysing the forces exerted on the flange climb wheel. Based on the Coulomb's friction law and the creep force laws, the Friction Formula and Creep Formula for the evaluation of derailment are derived, respectively. The analysis shows that the derailment coefficients of Friction Formula and Creep Formula required for derailment are increased considerably for smaller and negative yaw angles, and tend to the value of Nadal's Formula at larger wheelset yaw angles. The Creep Formula is more reasonable for the assessment of derailment. The effect of some parameters on flange climb derailment, such as wheel/rail friction coefficient, yaw angle, flange contact angle, wheel vertical load and curve radius, are investigated. Finally, a simplified formula for wheel climb derailment based on the Creep Formula is proposed.     

An Emergency Obstacle Avoidance Control Strategy for Automated Highway Vehicles

Summary This paper presents an emergency obstacle avoidance control strategy that may be used in automated highway vehicles. In the proposed control strategy, an inverse vehicle dynamics problem is solved on the selected emergency lane-change path to find out the nominal feedforward control inputs such as the steering wheel angle and the braking force. Then the overall vehicle lateral and yaw motion is controlled additionally in the feedback path by an active yaw moment for stability augmentation as well as a corrective steering angle that is added to the nominal steering angle in order to compensate for uncertainties involved in the nominal control input computation. The proposed control strategy has been tested by an ABS Hardware-In-the-Loop Simulation (HILS) system for rapid and safe control prototyping in a lab. Simulation results with a sample emergency avoidance distance (45 m) show that the proposed control strategy may be used as a feasible obstacle avoidance strategy for automated highway vehicles.     

Tire Lateral Force Estimation Using Kalman Filter

As for the tire analysis, lateral tire force is a fundamental factor that describes the stability of vehicle handling. Attempts to analyze the vehicle stability have been made based on various objective test methods and some specific factors such as yaw, lateral acceleration and roll angle. However, the problem to identify which axle is lack of the tire grip at a certain situation still remains. Since indoor tire force measurement system cannot represent a real road and vehicle conditions, tire force measurement through a real vehicle test is inevitable. Due to the high price of the tire force measurement device, tire force estimator can be an alternative toward cost reduction and device failure. In this paper, nonlinear planar full car model combined with tire model is proposed. Then, using discrete-time extended Kalman-Bucy filter (EKBF), individual tire lateral force are estimated with modified relaxation length model.     

An Emergency Obstacle Avoidance Control Strategy for Automated Highway Vehicles

Summary This paper presents an emergency obstacle avoidance control strategy that may be used in automated highway vehicles. In the proposed control strategy, an inverse vehicle dynamics problem is solved on the selected emergency lane-change path to find out the nominal feedforward control inputs such as the steering wheel angle and the braking force. Then the overall vehicle lateral and yaw motion is controlled additionally in the feedback path by an active yaw moment for stability augmentation as well as a corrective steering angle that is added to the nominal steering angle in order to compensate for uncertainties involved in the nominal control input computation. The proposed control strategy has been tested by an ABS Hardware-In-the-Loop Simulation (HILS) system for rapid and safe control prototyping in a lab. Simulation results with a sample emergency avoidance distance (45 m) show that the proposed control strategy may be used as a feasible obstacle avoidance strategy for automated highway vehicles.     

Asymptotic sideslip angle and yaw rate decoupling control in four-wheel steering vehicles

This paper shows that, for a four-wheel steering vehicle, a proportional-integral (PI) active front steering control and a PI active rear steering control from the yaw rate error together with an additive feedforward reference signal for the vehicle sideslip angle can asymptotically decouple the lateral velocity and the yaw rate dynamics; that is the control can set arbitrary steady state values for lateral speed and yaw rate at any longitudinal speed. Moreover, the PI controls can suppress oscillatory behaviours by assigning real stable eigenvalues to a widely used linearised model of the vehicle steering dynamics for any value of longitudinal speed in understeering vehicles. In particular, the four PI control parameters are explicitly expressed in terms of the three real eigenvalues to be assigned. No lateral acceleration and no lateral speed measurements are required. The controlled system maintains the well-known advantages of both front and rear active steering controls: higher controllability, enlarged bandwidth for the yaw rate dynamics, suppressed resonances, new stable cornering manoeuvres and improved manoeuvrability. In particular, zero lateral speed may be asymptotically achieved while controlling the yaw rate: in this case comfort is improved since the phase lag between lateral acceleration and yaw rate is reduced. Also zero yaw rate can be asymptotically achieved: in this case additional stable manoeuvres are obtained in obstacle avoidance. Several simulations, including step references and moose tests, are carried out on a standard small SUV CarSim model to explore the robustness with respect to unmodelled effects such as combined lateral and longitudinal tyre forces, pitch, roll and driver dynamics. The simulations confirm the decoupling between the lateral velocity and the yaw rate and show the advantages obtained by the proposed control: reduced lateral speed or reduced yaw rate, suppressed oscillations and new stable manoeuvres.     

Effect of System Nonlinearities on Locomotive Bogie Hunting Stability

This paper presents the effect of system parameters on hunting of a rail vehicle with nonlinear yaw dampers and wheel-rail interface. This study is intended to complement earlier studies by True et al. where they investigated the effect of nonlinearities stemming from creep-creep force saturation and wheel/rail contact forces. The rail vehicle is represented by a two-axle truck (bogie) that includes the dynamics of the wheelsets and the truck frame. The numerical simulation results show that yaw damping can have a mixed effect on the hunting critical speed. In some ranges, increasing damping can actually lower the critical speed, unlike the results commonly obtained from a linear model. Flange contact nonlinearities can also have a significant effect on the hunting behavior. Large lateral stiffness of the rail can increase lateral force to vertical force (L/V) ratio during hunting. Increasing the gauge clearance, however, can have an opposite effect. The effect of a variety of other parameters, such as the primary suspension yaw and lateral stiffness, primary suspension lateral damping, wheelset mass, and truck frame mass, are summarized in a table.     

电—液混合式制动系统试验台的开发

以电动汽车开发为例,设计了电—液混合式制动系统试验台。介绍了试验台设计、总体结构方案设计、硬件设计及控制系统设计。实际测试表明,该试验台可用于测试防抱制动控制算法的控制性能和电机再生制动性能、研究电—液制动力分配控制策略,并能够模拟在较小横摆角条件下直接横摆扭矩对制动状态的影响。