Experimental Field Investigation of the Transfer of Lateral Wheel Loads on Concrete Crosstie Track

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Experimental Field Investigation of the Transfer of Lateral Wheel Loads on Concrete Crosstie Track AREMA Annual Conference Chicago, IL 30 September 2014 Brent A. Williams, J. Riley Edwards, Marcus S. Dersch

Presentation Outline FRA project overview Motivation for research Experimentation overview Measurement technology Effects of varying vertical loads Dynamic effect on lateral loads Conclusions and future work

FRA Tie and Fastening System BAA Objectives and Deliverables Program Objectives Conduct comprehensive state-of-the-art design and performance assessment via international literature review Execute laboratory and field experimentation to better define demands at critical interfaces as well as validate a finite element (FE) model Update current design recommended practices where applicable FRA Tie and Fastener BAA Industry Partners:

Overall Project Deliverables Mechanistic Design Framework Literature Review Load Path Analysis International Standards Current Industry Practices AREMA Chapter 30 I TRACK Statistical Analysis from FEM Free Body Diagram Analysis Probabilistic Loading Finite Element Model Laboratory Experimentation Field Experimentation Parametric Analyses

Overall FRA Project Update Currently wrapping up all reports Greatest accomplishments Improved understanding into the lateral load path through the development of a novel lateral load measurement device Improved understanding into the critical design parameters through the development of a validated multi-crosstie and fastening system 3D FE model Improved understanding of the pressure distribution at the rail seat, as well as other information through successful field and laboratory experimentation Development of a full-scale laboratory track loading system For more information, please visit: ict.uiuc.edu/railroad/cee/crossties/downloads.php

Motivation for Research The lateral load path was not well defined Lateral loads can contribute to premature fastening system component failure Data acquired will provide railroads and suppliers information for future fastening system designs i.e. mechanistic design approach of fastening system components ~60% of North American concrete crossties in service today use Safelok I type fastening system

Field Experimental Program Objective: Analyze the distribution of forces through the fastening system and impact on components relative displacements Location: Transportation Technology Center (TTC) in Pueblo, CO Railroad Test Track (RTT): tangent section Heavy Tonnage Loop (HTL): curved section Instrumentation: - Lateral load evaluation devices - Potentiometers to capture rail base lateral displacement Loading: Track Loading Vehicle (TLV) used to apply static loads to the track structure Modified railcar with instrumented wheelset on hydraulic actuators Transportation Technology Center (TTC) HTL RTT Track Loading Vehicle (TLV)

Measurement Technology Lateral Load Evaluation Device (LLED) Replaces original face of cast shoulder Maintains original fastening system geometry Designed as a beam in fourpoint bending Bending strain is resolved into force through calibration curves generated in the lab

Instrumentation Layout High Rail (HTL) Low Rail (HTL) B C E Q S U LLED Lateral Rail Base Potentiometer

Defining the Lateral Load Path Vertical Wheel Load Lateral Wheel Load Rail Bearing Forces Frictional Forces Clip Insulator Rail Pad Assembly Shoulder Concrete Crosstie

Lateral Load Model Equations for Analysis ΣL L = ΣL B + ΣL F where, ΣL L = Total lateral load ΣL B = Lateral bearing force ΣL F = Lateral frictional force F F = μn where, F F = Frictional Force μ = Coefficient of Friction N = Normal Force

Effect of Varying Vertical Load Assume load distribution of: 50% bearing, 50% friction If L L = ΣL B + ΣL F, then ΣL L = ΣL B + Σ(μN) rail seat where, μ = Coefficient of Friction between rail pad and rail seat N = Force normal to frictional plane (vertical wheel load) If N decreases by 50%, then load distribution changes to: 75% bearing, 25% friction

Average LLED Force (lbf) Effect of Varying Vertical Load Average for Single Rail Seat* Difference between lines: increases as lateral wheel load increases likely due to the lower normal force (vertical wheel load) applied to the rail seat Trend does not agree with theoretical equations 6,000 5,000 4,000 3,000 2,000 1,000 0 40 Kip Vert. 20 Kip Vert. 0 2 4 6 8 10 12 14 16 18 20 22 Lateral Wheel Load (kips) *Average from static tests on five rail seats (B, C, E, S, U)

Lateral Force (lbf) Effect of Varying Vertical Load: Total Lateral Forces in Track* 20 kip and 40 kip vertical wheel load tests produce extremely similar results Frictional and bearing forces start to converge as lateral wheel load increases 22,000 20,000 18,000 16,000 14,000 12,000 10,000 8,000 6,000 4,000 Trend does not agree 2,000 0 with F F = μn equation *Sum of three adjacent rail seats (B, C, E) Lat. Wheel Load (40 Kip Vert.) Friction (40 Kip Vert.) LLED (40 Kip Vert.) Lat. Wheel Load (20 Kip Vert.) Friciton (20 Kip Vert.) LLED (20 Kip Vert.) 0 2 4 6 8 10 12 14 16 18 20 22 Lateral Wheel Load (kips)

Frictional Forces to Bearing Forces Ratio Percent Bearing Force Effect of Varying Lateral Load Total Lateral Forces in Track* As lateral wheel load increases ratio of frictional force to bearing force decreases from 3.7 to 1.7, or 54% 4.0 3.5 3.0 2.5 2.0 1.5 1.0 percent bearing force Friction:Bearing Force Ratio 0.5 5% increases from 21% to Bearing Force % 0.0 0% 37% 0 2 4 6 8 10 12 14 16 18 20 22 Lateral Wheel Load (kips) 40% 35% 30% 25% 20% 15% 10% *Sum of three adjacent rail seats (B, C, E)

Force (lbf) Force (kn) Longitudinal Distribution of Lateral Loads 6,000 5,000 4,000 3,000 2,000 1,000 0 27 24 21 18 15 12 9 6 3 0 40 kips 20 kips

Lateral Force (lbf) Effect of Lateral Stiffness A higher lateral stiffness leads to more lateral bearing load carried by that particular rail seat Rail Seat Lateral Stiffness (lbf/in) Max. Force (lbf) S 192,498 7,828 E 155,369 5,582 U 146,322 4,632 9,000 8,000 7,000 6,000 5,000 S E U 4,000 3,000 2,000 1,000 0-0.01 0 0.01 0.02 0.03 0.04 Displacement (in)

Effect of Lateral Load: Rail Seat Pressure Distribution Unloaded Increasing Pressure 40 kips % Initial Contact Area 3: 62% 11: 58% 1 2 3 4 A 20 kips 9 10 11 12 P

Dynamic Load Input: Moving Trains Freight train Three six-axle locomotives Ten freight cars with 263k, 286k, and 315k cars Speeds run at 2 mph,15 mph, 30 mph, 40 mph, and 45 mph Passenger train One six-axle locomotive Nine passenger cars Speeds run at 2 mph,15 mph, 30 mph, and 40 mph Tested on HTL (curved section)

LLED Force (lbf) Dynamic Transfer of Lateral Loads: Wheel to Fastening System Peak LLED and lateral wheel loads from each passing freight wheel Dynamic loads are applied at much higher rates than static Higher bearing forces may be caused by lowered COFs due to dynamic friction 8,000 7,000 6,000 5,000 4,000 3,000 2,000 1,000 0 Rail Seat E (High Rail) Rail Seat U (Low Rail) y = 14.45x 2 + 236.79x + 224.3 y = 14.695x 2 + 38.764x + 304.26 0 2 4 6 8 10 12 14 16 18 20 22 Lateral Wheel Load (Kips)

Peak LLED Force (lbf) Dynamic Transfer of Lateral Loads: Wheel to Fastening System 9,000 Peak LLED forces as a 8,000 function of speed 7,000 As hypothesized, high 6,000 rail forces increase and 5,000 low rail forces decrease 4,000 as speed increases 3,000 Passenger trains 2,000 yielded forces an order 1,000 of magnitude lower than 0 freight trains Freight_High_Rail Freight_Low_Rail Passenger_High_Rail Passenger_Low_Rail 0 5 10 15 20 25 30 35 40 Speed (mph)

Conclusions: Static Observations Theoretically, decreasing vertical load should decrease frictional forces and increase bearing forces However, the data do not support this theoretical assumption Under half the vertical load, the bearing forces only increase by approximately 10% Future work will focus on improving upon the current lateral load model Rail seat pressure distribution becomes highly non-uniform as lateral load increases

Conclusions: Dynamic Observations A higher percentage of lateral wheel loads is transferred to the fastening system under dynamic loading than static loading Lateral fastening system stiffness can affect the lateral load transfer characteristics The percentage of lateral wheel load transferred to the shoulder increases as lateral wheel load increases Freight cars imparted 10x greater forces on the shoulder than passenger cars

Future Work Lateral load measurement on high-traffic, high-tonnage Class I track What are magnitudes under true demanding field conditions? What are the effects of varying track geometry? Full-scale laboratory testing at UIUC What are the effects of varying fastening system frictional characteristics? How does lateral track stability affect lateral fastening system forces? Component-level laboratory testing What are the thresholds of plastic damage for components in the lateral load path? How do alternative material properties affect load transfer and distribution of forces within the fastening system?

Acknowledgements Funding for this research has been provided by: Association of American Railroads (AAR) Federal Railroad Administration (FRA) Industry partnership and support has been provided by: Union Pacific Railroad BNSF Railway National Railway Passenger Corporation (Amtrak) FRA Tie and Fastener Industry Partners: Amsted RPS / Amsted Rail, Inc. GIC Ingeniería y Construcción Hanson Professional Services, Inc. CXT Concrete Ties, Inc., LB Foster Company TTX Company For assistance with research and lab work Andrew Scheppe, UIUC Machine Shop, Harold Harrsion

Thank You Brent Williams Manager of Field Experimentation email: bwillms3@illinois.edu Riley Edwards Senior Lecturer and Research Scientist email: jedward2@illinois.edu Marcus Dersch Senior Research Engineer email: mdersch2@illinois.edu