A locomotive–track coupled vertical dynamics model with gear transmissions

A gear transmission system is a key element in a locomotive for the transmission of traction or braking forces between the motor and the wheel–rail interface. Its dynamic performance has a direct effect on the operational reliability of the locomotive and its components. This paper proposes a comprehensive locomotive–track coupled vertical dynamics model, in which the locomotive is driven by axle-hung motors. In this coupled dynamics model, the dynamic interactions between the gear transmission system and the other components, e.g. motor and wheelset, are considered based on the detailed analysis of its structural properties and working mechanism. Thus, the mechanical transmission system for power delivery from the motor to the wheelset via gear transmission is coupled with a traditional locomotive–track dynamics system via the wheel–rail contact interface and the gear mesh interface. This developed dynamics model enables investigations of the dynamic performance of the entire dynamics system under the excitations from the wheel–rail contact interface and/or the gear mesh interface. Dynamic interactions are demonstrated by numerical simulations using this dynamics model. The results indicate that both of the excitations from the wheel–rail contact interface and the gear mesh interface have a significant effect on the dynamic responses of the components in this coupled dynamics system.     

Locomotive dynamic performance under traction/braking conditions considering effect of gear transmissions

Traction or braking operations are usually applied to trains or locomotives for acceleration, speed adjustment, and stopping. During these operations, gear transmission equipment plays a very significant role in the delivery of traction or electrical braking power. Failures of the gear transmissions are likely to cause power loses and even threaten the operation safety of the train. Its dynamic performance is closely related to the normal operation and service safety of the entire train, especially under some emergency braking conditions. In this paper, a locomotive–track coupled vertical–longitudinal dynamics model is employed with considering the dynamic action from the gear transmissions. This dynamics model enables the detailed analysis and more practical simulation on the characteristics of power transmission path, namely motor–gear transmission–wheelset–longitudinal motion of locomotive, especially for traction or braking conditions. Multi-excitation sources, such as time-varying mesh stiffness and nonlinear wheel–rail contact excitations, are considered in this study. This dynamics model is then validated by comparing the simulated results with the experimental test results under braking conditions. The calculated results indicate that involvement of gear transmission could reveal the load reduction of the wheelset due to transmitted forces. Vibrations of the wheelset and the motor are dominated by variation of the gear dynamic mesh forces in the low speed range and by rail geometric irregularity in the higher speed range. Rail vertical geometric irregularity could also cause wheelset longitudinal vibrations, and do modulations to the gear dynamic mesh forces. Besides, the hauling weight has little effect on the locomotive vibrations and the dynamic mesh forces of the gear transmissions for both traction and braking conditions under the same running speed.     

Influence of polygonal wear of railway wheels on the wheel set axle stress

The coupled vehicle/track dynamic model with the flexible wheel set was developed to investigate the effects of polygonal wear on the dynamic stresses of the wheel set axle. In the model, the railway vehicle was modelled by the rigid multibody dynamics. The wheel set was established by the finite element method to analyse the high-frequency oscillation and dynamic stress of wheel set axle induced by the polygonal wear based on the modal stress recovery method. The slab track model was taken into account in which the rail was described by the Timoshenko beam and the three-dimensional solid finite element was employed to establish the concrete slab. Furthermore, the modal superposition method was adopted to calculate the dynamic response of the track. The wheel/rail normal forces and the tangent forces were, respectively, determined by the Hertz nonlinear contact theory and the Shen–Hedrick–Elkins model. Using the coupled vehicle/track dynamic model, the dynamic stresses of wheel set axle with consideration of the ideal polygonal wear and measured polygonal wear were investigated. The results show that the amplitude of wheel/rail normal forces and the dynamic stress of wheel set axle increase as the vehicle speeds rise. Moreover, the impact loads induced by the polygonal wear could excite the resonance of wheel set axle. In the resonance region, the amplitude of the dynamic stress for the wheel set axle would increase considerably comparing with the normal conditions.     

Simulation of curving at low speed under high traction for passive steering hauling locomotives

The traction control in modern electric and diesel electric locomotives has allowed rail operators to utilise high traction adhesion levels without undue risk of damage from uncontrolled wheel spin. At the same time, some locomotive manufacturers have developed passive steering locomotive bogies to reduce wheel rail wear and further improve locomotive adhesion performance on curves. High locomotive traction loads in curving are known to cause the loss of steering performance in passive steering bogies. At present there are few publications on the curving performance of locomotive steering with linkage bogies. The most extreme traction curving cases of low speed and high adhesion for hauling locomotives have not been fully investigated, with effects of coupler forces and cant excess being generally ignored. This paper presents a simulation study for three axle bogie locomotives in pusher and pulling train positions on tight curves. The simulation study uses moderate and high traction adhesion levels of 16.6% and 37% for various rail friction conditions. Curving performance is assessed, showing forced steering bogies to have considerable advantages over self steering bogies. Likewise it is shown that self steering bogies are significantly better than yaw relaxation bogies at improving steering under traction. As the required traction adhesion approaches the rail friction coefficient, steering performance of all bogies degrades and yaw of the bogie frame relative to the track increases. Operation with excess cant and tensile coupler forces are both found to be detrimental to the wear performance of all locomotive bogies, increasing the bogie frame yaw angles. Bogie frame pitching is also found to have significant effect on steering, causing increased performance differences between bogie designs.     

Switch Panel wear loading – a parametric study regarding governing train operational factors

The acting forces and resulting material degradation at the running surfaces of wheels and rail are determined by vehicle, track, interface and operational characteristics. To effectively manage the experienced wear, plastic deformation and crack development at wheels and rail, the interaction between vehicle and track demands a system approach both in maintenance and in design. This requires insight into the impact of train operational parameters on rail- and wheel degradation, in particular at switches and crossings due to the complex dynamic behaviour of a railway vehicle at a turnout. A parametric study was carried out by means of vehicle-track simulations within the VAMPIRE® multibody simulation software, performing a sensitivity analysis regarding operational factors and their impact on expected switch panel wear loading. Additionally, theoretical concepts were cross-checked with operational practices by means of a case study in response to a dramatic change in lateral rail wear development at specific switches in Dutch track. Data from train operation, track maintenance and track inspection were analysed, providing further insight into the operational dependencies. From the simulations performed in this study, it was found that switch rail lateral wear loading at the diverging route of a 1:9 type turnout is significantly influenced by the level of wheel–rail friction and to a lesser extent by the direction of travel (facing or trailing). The influence of other investigated parameters, being vehicle speed, traction, gauge widening and track layout is found to be small. Findings from the case study further confirm the simulation outcome. This research clearly demonstrates the contribution flange lubrication can have in preventing abnormal lateral wear at locations where the wheel–rail interface is heavily loaded.     

Improvement of vehicle–turnout interaction by optimising the shape of crossing nose

Proper rail geometry in the crossing part is essential for reducing damage on the nose rail. To improve the dynamic behaviour of turnout crossings, a numerical optimisation approach to minimise rolling contact fatigue (RCF) damage and wear in the crossing panel by varying the nose rail shape is presented in the paper. The rail geometry is parameterised by defining several control cross-sections along the crossing. The dynamic vehicle–turnout interaction as a function of crossing geometry is analysed using the VI-Rail package. In formulation of the optimisation problem a combined weighted objective function is used consisting of the normal contact pressure and the energy dissipation along the crossing responsible for RCF and wear, respectively. The multi-objective optimisation problem is solved by adapting the multipoint approximation method and a number of compromised solutions have been found for various sets of weight coefficients. Dynamic behaviour of the crossing has been significantly improved after optimisations. Comparing with the reference design, the heights of the nose rail are notably increased in the beginning of the crossing; the nominal thicknesses of the nose rail are also changed. All the optimum designs work well under different track conditions.     

An investigation into the mechanism of the out-of-round wheels of metro train and its mitigation measures

This paper presents an investigation into the mechanism of polygonal wear of metro train wheels through experiments conducted at field sites. The experiments comprise dynamic behaviour test of vehicle and track system, the wheel transverse wear and polygonal wear measurements, rail corrugation and rail weld joint irregularities’ measurements. Moreover, the numerical modal analysis of the wheelset is also performed. The wheel measurement results show that most wheels exhibit obvious eccentricity and polygonal wear with 5–8 harmonics. The investigation results indicate that the wavelength-fixing mechanism of the wheel out-of-roundness with 5–8 harmonics is the P2 resonance. Four measures have been proposed to mitigate the formation of wheel polygonal wear based on the field measurement results.     

Effects of rail thermal stress on the dynamic response of vehicle and track

A new method is proposed to obtain the dynamic responses of the vehicle–track coupling system under the conditions of rail thermal stress changes in high-speed railways. Exact models are established with different rail longitudinal forces, in which multibody dynamic models are used for vehicles and the direct stiffness method for structures. In order to provide a general, simple and flexible formulation to express longitudinal stress distribution, the accurate model of long slab track consists of many small units with parameters which can be initialised separately. The exact analytical equation of track frequency and modal function was obtained by the transition matrix method, which can be used in calculating the dynamic response of wheel–rail coupling model. The proposed model is verified through comparisons with other classical solutions. Under the influence of train velocities and track irregularities, the specific vibration performances that frequency shifted and amplitude peak enhanced with thermal force are demonstrated through examples. The results show that the response analyses of vehicle and track have great application potentiality for fast estimation of the rail longitudinal stress.     

Establishment and verification of three-dimensional dynamic model for heavy-haul train–track coupled system

For the long heavy-haul train, the basic principles of the inter-vehicle interaction and train–track dynamic interaction are analysed firstly. Based on the theories of train longitudinal dynamics and vehicle–track coupled dynamics, a three-dimensional (3-D) dynamic model of the heavy-haul train–track coupled system is established through a modularised method. Specifically, this model includes the subsystems such as the train control, the vehicle, the wheel–rail relation and the line geometries. And for the calculation of the wheel–rail interaction force under the driving or braking conditions, the large creep phenomenon that may occur within the wheel–rail contact patch is considered. For the coupler and draft gear system, the coupler forces in three directions and the coupler lateral tilt angles in curves are calculated. Then, according to the characteristics of the long heavy-haul train, an efficient solving method is developed to improve the computational efficiency for such a large system. Some basic principles which should be followed in order to meet the requirement of calculation accuracy are determined. Finally, the 3-D train–track coupled model is verified by comparing the calculated results with the running test results. It is indicated that the proposed dynamic model could simulate the dynamic performance of the heavy-haul train well.     

Dynamic Response of a Six-axle Locomotive to Random Track Inputs

Spectral analysis techniques are employed to analyze the dynamic response of a six-axle locomotive on tangent track to vertical and lateral random track irregularities. The locomotive is represented by a thirty-nine (39) degrees of freedom model. A linear model is employed by considering small displacements, linear suspension elements and a linear theory for the wheel-rail interaction. Power spectral densities of displacements, velocities and accelerations and the statistical average frequencies of the system are obtained for each degree of freedom. Comparison of the calculated dominating frequencies with existing experimental values shows good agreement. The technique of spectral analysis is an effective tool for model validation, and for the determination of rail vehicle response to track irregularities. The probability functions for the response can be used as a measure for the ride quality of rail vehicles and for the study of fatigue damage of components.     

Carbody elastic vibrations of high-speed vehicles caused by bogie hunting instability

In particular locations of the high-speed track, the worn wheel profile matched up with the worn rail profile will lead to an extremely high-conicity wheel–rail contact. Consequently, the bogie hunting instability arises, which further results in the so-called carbody shaking phenomenon. In this paper, the carbody elastic vibrations of a high-speed vehicle in service are firstly introduced. Modal tests are conducted to identity the elastic modes of the carbody. The ride comfort and running safety indices for the tested vehicle are evaluated. The rigid–flexible coupling dynamic model for the high-speed passenger car is then developed by using the FE and MBS coupling approach. The rail profiles in those particular locations are measured and further integrated into the simulation model to reproduce the bogie hunting and carbody elastic vibrations. The effects of wheel and rail wear on the vehicle system response, e.g. wheelset bifurcation graph and carbody vibrations, are studied. Two improvement measures, including the wheel profile modification and rail grinding, are proposed to provide possible solutions. It is found that the wheel–rail contact conicity can be lowered by decreasing wheel flange thickness or grinding rail corner, which is expected to improve the bogie hunting stability under worn rail and worn wheel conditions. The carbody elastic vibrations caused by bogie hunting instability can be further restrained.     

Dynamic Response of a Six-axle Locomotive to Random Track Inputs

SUMMARY

Spectral analysis techniques are employed to analyze the dynamic response of a six-axle locomotive on tangent track to vertical and lateral random track irregularities. The locomotive is represented by a thirty-nine (39) degrees of freedom model. A linear model is employed by considering small displacements, linear suspension elements and a linear theory for the wheel-rail interaction. Power spectral densities of displacements, velocities and accelerations and the statistical average frequencies of the system are obtained for each degree of freedom. Comparison of the calculated dominating frequencies with existing experimental values shows good agreement. The technique of spectral analysis is an effective tool for model validation, and for the determination of rail vehicle response to track irregularities. The probability functions for the response can be used as a measure for the ride quality of rail vehicles and for the study of fatigue damage of components.

     

Experimental and numerical investigation of the effect of rail corrugation on the behaviour of rail fastenings

This paper presents the results of a detailed investigation of the effects of rail corrugation on the dynamic behaviour of metro rail fastenings, obtained from extensive experiments conducted on site and from simulations of train–track dynamics. The results of tests conducted with a metro train operating on corrugated tracks are presented and discussed first. A three-dimensional (3D) model of the metro train and a slab track was developed using multi-body dynamics modelling and the finite element method to simulate the effect of rail corrugation on the dynamic behaviour of rail fastenings. In the model, the metro train is modelled as a multi-rigid body system, and the slab track is modelled as a discrete elastic support system consisting of two Timoshenko beams for the rails, a 3D solid finite element (FE) model for the slabs, periodic discrete viscoelastic elements for the rail fastenings that connect the rails to the slabs, and uniformly viscoelastic elements for the subgrade beneath the slabs. The proposed train–track model was used to investigate the effects of rail corrugation on the dynamic behaviour of the metro track system and fastenings. An FE model for the rail fastenings was also developed and was used to calculate the stresses in the clips, some of which rupture under the excitation of rail corrugation. The results of the field experiments and dynamics simulations provide an insight into the root causes of the fracture of the clips, and several remedies are suggested for mitigating strong vibrations and failure of metro rail fastening systems.     

Second-order sliding mode controller with model reference adaptation for automatic train operation

In this paper, a new approach to model reference based adaptive second-order sliding mode control together with adaptive state feedback is presented to control the longitudinal dynamic motion of a high speed train for automatic train operation with the objective of minimal jerk travel by the passengers. The nonlinear dynamic model for the longitudinal motion of the train comprises of a locomotive and coach subsystems is constructed using multiple point-mass model by considering the forces acting on the vehicle. An adaptation scheme using Lyapunov criterion is derived to tune the controller gains by considering a linear, stable reference model that ensures the stability of the system in closed loop. The effectiveness of the controller tracking performance is tested under uncertain passenger load, coupler-draft gear parameters, propulsion resistance coefficients variations and environmental disturbances due to side wind and wet rail conditions. The results demonstrate improved tracking performance of the proposed control scheme with a least jerk under maximum parameter uncertainties when compared to constant gain second-order sliding mode control.     

New methodology for fast prediction of wheel wear evolution

In railway applications wear prediction in the wheel–rail interface is a fundamental matter in order to study problems such as wheel lifespan and the evolution of vehicle dynamic characteristic with time. However, one of the principal drawbacks of the existing methodologies for calculating the wear evolution is the computational cost. This paper proposes a new wear prediction methodology with a reduced computational cost. This methodology is based on two main steps: the first one is the substitution of the calculations over the whole network by the calculation of the contact conditions in certain characteristic point from whose result the wheel wear evolution can be inferred. The second one is the substitution of the dynamic calculation (time integration calculations) by the quasi-static calculation (the solution of the quasi-static situation of a vehicle at a certain point which is the same that neglecting the acceleration terms in the dynamic equations). These simplifications allow a significant reduction of computational cost to be obtained while maintaining an acceptable level of accuracy (error order of 5–10%). Several case studies are analysed along the paper with the objective of assessing the proposed methodology. The results obtained in the case studies allow concluding that the proposed methodology is valid for an arbitrary vehicle running through an arbitrary track layout.     

Influence of the track quality and of the properties of the wheel–rail rolling contact on vehicle dynamics

This work describes an analytical approach to determine what degree of accuracy is required in the definition of the rail vehicle models used for dynamic simulations. This way it would be possible to know in advance how the results of simulations may be altered due to the existence of errors in the creation of rolling stock models, whilst also identifying their critical parameters. This would make it possible to maximise the time available to enhance dynamic analysis and focus efforts on factors that are strictly necessary. In particular, the parameters related both to the track quality and to the rolling contact were considered in this study. With this aim, a sensitivity analysis was performed to assess their influence on the vehicle dynamic behaviour. To do this, 72 dynamic simulations were performed modifying, one at a time, the track quality, the wheel–rail friction coefficient and the equivalent conicity of both new and worn wheels. Three values were assigned to each parameter, and two wear states were considered for each type of wheel, one for new wheels and another one for reprofiled wheels. After processing the results of these simulations, it was concluded that all the parameters considered show very high influence, though the friction coefficient shows the highest influence. Therefore, it is recommended to undertake any future simulation job with measured track geometry and track irregularities, measured wheel profiles and normative values of the wheel–rail friction coefficient.     

Dynamic responses of a high-speed railway car due to wheel polygonalisation

The polygonal wear around the wheel circumference could pose highly adverse influences on the wheel/rail interactions and thereby the performance of the vehicle system. In this study, the effects of wheel polygonalisation on the dynamic responses of a high-speed rail vehicle are investigated through development and simulations of a comprehensive coupled vehicle/track dynamic model. The model integrates flexible slab track, wheelsets and axle boxes subsystem models so as to account for elastic deformations caused by impact loads induced by the wheel polygonalisation. A field-test programme was undertaken to acquire the polygonal wear profile and axle box acceleration response of a high-speed train, and the data are used to demonstrate the validity of the coupled vehicle/track system model. Subsequently, the effects of wheel polygonalisation are evaluated in terms of wheel/rail impact forces, axle box vertical acceleration and dynamic stress developed in the axle considering different amplitudes and harmonic orders of the polygonal wear. The results suggest that the high-order wheel polygonalisation can give rise to high-frequency impact loads at the wheel/rail interface, and excite some of the vibration modes of the wheelset and the axle box leading to high-magnitude axle box acceleration and dynamic stress in the wheelset axle.     

Dynamic vehicle–track interaction in switches and crossings and the influence of rail pad stiffness – field measurements and validation of a simulation model

A model for simulation of dynamic interaction between a railway vehicle and a turnout (switch and crossing, S&C) is validated versus field measurements. In particular, the implementation and accuracy of viscously damped track models with different complexities are assessed. The validation data come from full-scale field measurements of dynamic track stiffness and wheel–rail contact forces in a demonstrator turnout that was installed as part of the INNOTRACK project with funding from the European Union Sixth Framework Programme. Vertical track stiffness at nominal wheel loads, in the frequency range up to 20?Hz, was measured using a rolling stiffness measurement vehicle (RSMV). Vertical and lateral wheel–rail contact forces were measured by an instrumented wheel set mounted in a freight car featuring Y25 bogies. The measurements were performed for traffic in both the through and diverging routes, and in the facing and trailing moves. The full set of test runs was repeated with different types of rail pad to investigate the influence of rail pad stiffness on track stiffness and contact forces. It is concluded that impact loads on the crossing can be reduced by using more resilient rail pads. To allow for vehicle dynamics simulations at low computational cost, the track models are discretised space-variant mass–spring–damper models that are moving with each wheel set of the vehicle model. Acceptable agreement between simulated and measured vertical contact forces at the crossing can be obtained when the standard GENSYS track model is extended with one ballast/subgrade mass under each rail. This model can be tuned to capture the large phase delay in dynamic track stiffness at low frequencies, as measured by the RSMV, while remaining sufficiently resilient at higher frequencies.     

Effect of temperature- and frequency-dependent dynamic properties of rail pads on high-speed vehicle–track coupled vibrations

The soft under baseplate pad of WJ-8 rail fastener frequently used in China’s high-speed railways was taken as the study subject, and a laboratory test was performed to measure its temperature and frequency-dependent dynamic performance at 0.3?Hz and at ?60°C to 20°C with intervals of 2.5°C. Its higher frequency-dependent results at different temperatures were then further predicted based on the time–temperature superposition (TTS) and Williams–Landel–Ferry (WLF) formula. The fractional derivative Kelvin–Voigt (FDKV) model was used to represent the temperature- and frequency-dependent dynamic properties of the tested rail pad. By means of the FDKV model for rail pads and vehicle–track coupled dynamic theory, high-speed vehicle–track coupled vibrations due to temperature- and frequency-dependent dynamic properties of rail pads was investigated. Finally, further combining with the measured frequency-dependent dynamic performance of vehicle’s rubber primary suspension, the high-speed vehicle–track coupled vibration responses were discussed. It is found that the storage stiffness and loss factor of the tested rail pad are sensitive to low temperatures or high frequencies. The proposed FDKV model for the frequency-dependent storage stiffness and loss factors of the tested rail pad can basically meet the fitting precision, especially at ordinary temperatures. The numerical simulation results indicate that the vertical vibration levels of high-speed vehicle–track coupled systems calculated with the FDKV model for rail pads in time domain are higher than those calculated with the ordinary Kelvin–Voigt (KV) model for rail pads. Additionally, the temperature- and frequency-dependent dynamic properties of the tested rail pads would alter the vertical vibration acceleration levels (VALs) of the car body and bogie in 1/3 octave frequencies above 31.5?Hz, especially enlarge the vertical VALs of the wheel set and rail in 1/3 octave frequencies of 31.5–100?Hz and above 315?Hz, which are the dominant frequencies of ground vibration acceleration and rolling noise (or bridge noise) caused by high-speed railways respectively. Since the fractional derivative value of the adopted rubber primary suspension, unlike the tested rail pad, is very close to 1, its frequency-dependent dynamic performance has little effect on high-speed vehicle–track coupled vibration responses.     

Out-of-round railway wheels—a study of wheel polygonalization through simulation of three-dimensional wheel–rail interaction and wear

The objective of this study is to develop a tool for investigation of wheel tread polygonalization with radial irregularities including 1 to 20 wavelengths around the circumference of the wheel. Therefore, an existing multibody system model for simulation of general three-dimensional train–track interaction (accounting for frequencies up to several kHz) is extended with rolling contact mechanics according to FASTSIM. Furthermore, the model is also modified to allow for general wheel–rail profiles. The numerical model uses the concept of an iteration scheme including simulation of dynamic train–track interaction in the time domain coupled with a long-term wear model. A demonstration example including a bogie of a subway train travelling on a straight track is presented. In the example, an initial wheel out-of-roundness (OOR) is applied to the wheels. This irregularity is based on an amplitude spectrum derived from measurements on new wheels. Simulation results show that the most important wavelength-fixing mechanisms of the wheel OOR are (i) the vertical resonance of the coupled train–track system at approximately 40 Hz (the P2 resonance) and (ii) the frequency region including the lowest vertical track antiresonance at 165 Hz, where the dynamic track stiffness is high. Only a straight track is studied, but the model allows for asymmetric train motion on such a track.