Switch Life Improvement Through Application of a Water Based, Drying Friction Modifier Richard Stock, Barnaby Temple. L.B. Foster Rail Technologies

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Switch Life Improvement Through Application of a Water Based, Drying Friction Modifier Richard Stock, Barnaby Temple L.B. Foster Rail Technologies 1

Outline Definitions Trial at NetworkRail/UK The impact of FM on steering Business Case From Europe to North America 2

Function of a switch/turnout Mechanical installation enabling railway trains to be guided from one track to another Safety critical element of track movable parts, machined parts (reduced cross sections), welded parts, lubricated parts 3

Switch maintenance Specialized and smaller grinders Repair welding Hand grinding Labour, time and cost intensive Track closures no trains running 4

Water based friction modifier Intermediate Coefficient of Friction 0.8 Positive friction characteristics Solid, dry FM particles Traction (T/N) dry rail wheel contact Friction Modifier treated negative friction characteristics positive friction characteristics Coefficient of Friction (COF) 0.7 0.6 0.5 0.4 0.3 0.2 0.1 0 Dry Rail Friction Modifier Lubricant Creepage % 5

Test site: Nuneaton Cemetery Junction / NR 6

Nuneaton Cemetery Junction Mixed traffic (specific passenger train type and loaded freight trains) Annual tonnage approx. 9MGT, line speed 40mph Between 2004 and 2012 the curve closure rail portion of the switch had to be replaced every 15 18 months NR switch geometry / R260 grade Switch: trailing direction 7

Conventional protection Switch is well lubricated 8

Nature of the damage High flange contact forces, vertical and horizontal crack development Unzipping of rail material 2m (6ft) away from switch tip Direction of traffic 9

Initial maintenance cycle Weld repair of switch point every 3 5 months Replacement of ½ switch: 15 18 months Install Weld repair Weld repair Weld repair Exchange 5months 4months 3 months 3 months 5m. 10

Background: Steering of a train Barnt Green Curve squeal and rail head corrugations, significant complaints Initially water spray implemented causing drainage issue Installation of FM application system in 2007 Observation of impact on truck steering behaviour in 2011 after manual application of FM 11

Could this work at a switch? Experience: Flange contact is a consequence of a high angle of attack (AOA) AOA (and lateral forces), wear and RCF reduced by using FM on main line curves Proposal Manual application of FM to explore impact on Nuneaton switch Subsequent application from trackside system if successful Ref Coleman, Kassa & Smith, 2012 12

Consumable consideration NR chose a specific water based, drying FM (KELTRACK ) Proven to extend rail life and grinding intervals, improve steering of vehicles Dry FM particles at the switch point no risk of causing additional maintenance activities on a safety critical track component 13

Test track in Europe Manual application 14

At the normal point of switch damage Continuous, hard contact Spray paint in orange colour untreated 15

At the normal point of switch damage Intermittent, light contact Both rails FM treated 16

At the normal point of switch damage untreated Both rails FM treated 17

At the switch tip untreated No contact 18

At the switch tip Extended no contact Both rails FM treated 19

At the switch tip untreated Both rails FM treated 20

How does it work The challenge to explain Measurements would have been good Simulation could answer some questions and enable analysis of other sites Simplified explanation 21

Revenue testing wear reduction Class 1 trial managed by TTCI Optimised track conditions and GF lubrication for both zones, comparable curvature TOR FM zone with reduced wear for both high and low rail 20 15 10 5 0-5 -10-15 -20-25 -30-35 Control Zone, no TOR FM 10 5 0-5 -10-15 -20-25 -30-35 -40-45 UP Tehachapi Rail Wear, High Rail, Curve T, Location 3, Non-TOR Zone High/west rail -50-55 -60-50 -40-30 -20-10 0 10 20 30 40 50 Control Curve (R=175m) UP Tehachapi Rail Wear, Low Rail, Curve T, Location 3, Non-TOR Zone Low/east rail TOR FM Zone UP Tehachapi Rail Wear, High Rail, Curve G, Location 3, TOR Zone 15 10 5 0-5 -10-15 -20-25 -30-35 -40 High/west rail -45-50 -55-60 -50-40 -30-20 -10 0 10 20 30 40 50 Reduced TOR Curve Rail (R=175m) Wear UP Tehachapi Rail Wear, Low Rail, Curve G, Location 3, TOR Zone 15 10 5 0-5 -10-15 -20-25 -30 Low/east rail -35 Reference: Reiff R. Top of Rail Friction Control on Rail Surface Performance and Grinding. TTCI Technology Digest TD 07 039. November 2007. -40-45 -50-55 -60-50 -40-30 -20-10 0 10 20 30 40 50-40 -45-50 -55-60 -50-40 -30-20 -10 0 10 20 30 40 50 22

Revenue testing RCF reduction Heavy Haul environment Control zone (no TOR FM) vs. TOR FM zone under comparable conditions Reduced formation of RCF Control Zone (After 90 MGT) Control Curve - Low/east rail TOR-FM Zone (After 90 MGT) Reference: Reiff R. Top of Rail Friction Control on Rail Surface Performance and Grinding. TTCI Technology Digest TD 07 039. November 2007. TOR Curve - Low/west rail 23

Revenue testing grinding interval extension Western Megasite managed by TTCI Drying FM: extended grinding interval and rail life Start of Preventive Grinding Projected rail life: 5700 MGT Projected rail life: 4335 MGT Start of Friction Control Reference: Davis D. Effectiveness of New Friction Control Materials Vehicle Track Systems Research. Presentation at 2015 Annual AAR Research Review. March 31st April 1st 2015. 24

Lateral loads: wheel climb Low speed derailment criterion L/V threshold Friction on low rail TOR Friction Modifier: Reduce COF on TOR Reduce Lateral Forces 2007 Metro derailment due to wheel climb, photo by by Keon T., Wikipedia (CC BY SA 2.5) and L/V Literature: National Transportation Safety Board Derailment of Washington Metropolitan Area Transit Authority Train near the Mt. Vernon Square Station Washington, D.C. January 7, 2007, https://www.ntsb.gov/doclib/reports/2007/rar0703.pdf 25

Steering of truck in sharp curve Anti Steering moment (longitudinal creepage from mismatched rolling radii) Flange force(s) Track spreading forces All forces shown acting on the wheelset Curve radius R AOA Friction forces (lateral creepage from AoA) AOA tends to increase with degree of curvature 26

Friction Modifier impact (simplified) Creep forces in equilibrium at lesser AOA Reduced creep forces reduced lateral forces Improved steering Reduced response of truck to a track disturbance AOA 27

Trial timeline Dec 2011 site visit/photos, manual application trial Nov 2012 new switch blade fitted to WN572A Feb 2013 trackside FM system installed and activated Feb 2014 Site visited no damage visible, no repairs required to date. Further regular inspections found no defects April 2015 unit ran empty (not refilled in time) May 2015 first weld repair (following ~1 month without FM) 28

Timeline view Initial condition: Weld repair Weld repair 3 4 months Friction Modifier condition: 1 month without FM (tank ran empty) Weld repair 26 months with FM protection Calculated potential improvement factor for switch life: 7.5 Weld repair 29

Resulting benefits 6 weld repairs and half switch replacement being saved Increase in replacement interval, similar ratio to repair Less inspection (with confidence, the regime can be reduced) Fewer man hours on track (safety) Reduced risk of delay and constraint of operation Photo from www.railtechnologymagazine.com 30

Cost Benefit Analysis C BL : Costs for baseline case as is switch installation, repair welding and site visits C FM : Costs for the case with FM switch installation, repair welding, consumables, refills and site visits 31

Cost Benefit Analysis C CAP : Capital costs for FM implementation Payback (P): C CAP / (C BL C FM ) Not included are costs due to train delays 32

Payback calculation Keeping all conditions and costs constant Only varying the improvement factor for the given case Improvement factor 4 to achieve payback within a year. For the given case: Improvement factor: 7.5 Payback: 9 months Payback [months] 60 50 40 30 20 10 0 Payback calculations (based on NR case) < 1 year payback time 0 4 5 7.5 10 15 20 Improvement Factor 33

Further implementation NR switch with premium rail grade Superior lifetime over standard grade switch No deposit welding allowed Baseline lifetime: 2 months Extended Lifetime with FM: 8 months Improvement factor: 4 Interest and trials at European IMs 34

From Europe to North America Yes, there are switches in North America, different switch design Typical damage to switch rails/points chipping, cracks, wear Damage related to : hollow worn wheels, AOA, lateral forces Wide implementation of Friction Management All photo by Gary Wolf 35

North American implementation approaches Wayside and Onboard Single site vs. whole system Protect one switch for all trains Protect all switches for one train Vehicle / track ownership Benefits of existing implementation High curvature areas with few switches 36

Conclusions Benefits of water based, drying FM translate well from conventional application to switches Reduce AOA and creep forces, improve steering through switches Damage mitigation and increase in maintenance intervals Extended life of switch blade and increased track availability Easy hand application test of FM to immediately show effects of improved steering Switch life extension of 4 to 7.5 times shown in two trials 37

Thank you for your attention! 38