Standard North American installation of a combination hot box / dragging equipment detector
A defect detector is a device used on railroads to detect axle and signal problems in passing trains. The detectors are normally integrated into the tracks and often include sensors to detect several different kinds of problems that could occur. Defect detectors were one of the inventions which enabled American railroads to eliminate the caboose at the rear of the train, as well as various station agents placed along active routes to detect unsafe conditions. The use of defect detectors has since spread overseas to other railroad systems.
Before the advent of automated detectors, on-board train crew and track-side workers used to visually inspect trains for defects e.g. "hotboxes" (overheating bearings) would smoke or glow red. By the 1940s, automatic defect detectors included infrared sensors for hotboxes, wires outlining the clearance envelope to detect high and wide loads, and "brittle bars" – frangible bars mounted between the rails – to detect dragging equipment. The detectors would transmit their data via wired links to remote read-outs in stations, offices or interlocking towers, where a stylus-and-cylinder gauge would record a reading for every axle; a defect would register a sharp spike on the graph and an alarm would sound or a visible signal would be given to the train crew.
The first computerized detectors had lights indicating the nature of defect and a numeric display of the associated axle number.
Seaboard Air Line was the first railroad to install defect detectors which "spoke" their results over radios carried by train crew starting around 1960, with the first being installed in Riceboro, Georgia, on their now abandoned Everett Subdivision. Later models allowed crews to interact with the detector using a touch tone function on their radios to recall the defect report. Today, defect detectors are typically part of the general monitoring platforms keeping track of train status.[1]
Campville Defect Detector readout
A defect detector would sound like this: (This was the read out of CSX train Q452-05 by the Campville Defect Detector on April 6, 2019. The defect detector is located at Campville, Florida, on the CSX Wildwood Subdivision.)
CSX EQUIPMENT DEFECT DETECTOR. MILEPOST 7-0-0-POINT-1. NO DEFECTS. NO DEFECTS. TOTAL AXLES 7-3-8. TRAIN LENGTH 1-3-7-6-4. SPEED 4-5. END OF TRANSMISSION.
21st century advancements
In the 2000s, defect detectors have increasingly incorporated computers to generate more detailed and accurate reports of train status. Modern systems use computer programs to analyze photographs and identify potential errors for review by humans.[2] One focus has been on reducing the number of false positives, which require trains to stop and be inspected, causing delays.[2]
Sensors
Hot box detector
Installed defect detectors can include a broad selection of different sensors. The sensor-types are described in the subsections, below:
Hot box
Hot boxes or hot bearing detectors (HBD) are used to measure the temperature of the journal bearings of a train. They typically consist of two infrared eyes on each side of the tracks looking up at the train's bearings.[3]
They register the radiation from every journal bearing that passes over them. If a bearing reaches the maximum temperature for safe travel, the detector will flag and count it as a defect. Because bearings can burn off in as little as three minutes, hotbox detector installations are extremely common on many railroads.[3]
Acoustic bearing detectors
These detectors listen to the sounds of passing trains and identify sounds that correspond with defective bearings.[2] If a sound that is similar to the noise made by a defective bearing is identified, the car with the noise should be removed from the train at its next stop to be inspected and repaired if necessary. These are also used to reduce the number of false positives generated by hotbox detectors.[2]
Dragging equipment detectors
A column of cones sits across the whole width of the railroad (just like a cross tie) attached to a switch. Anything dragging from the train will hit this cone, thus pushing it back, thus breaking a contact. It then returns to its normal position to prepare for anything else that might be dragging under the train. The detector will register this action and flag it as a defect. Brittle bars are still used elsewhere, but still have to be repaired. Over time, dragging equipment detector's metal flaps need to be replaced because of extensive damage to them.[3]
Single use systems typically involve a frangible engagement bar or a stainless steel wire / braid strung between the rails and typically outside the rails as well, fastened to the sleepers. If the bar or braid is hit by something, it breaks, and the circuit break alerts that there is a dragging item.[3]
Auto-resetting systems typically involve a pivot pin system to allow the target to reset itself after a hit.
High car or shifted load detectors
Infrared beams are placed horizontally above the track (high car) or vertically next to the track (shifted load). Anything that breaks the beam will be counted as a defect. A high car detector is placed anywhere an excess height car could be misrouted onto a low clearance line. A shifted load detector is mainly found on railroads where double-stack trains are prevalent as the containers may become misaligned and present a hazard to bridge trusses or tunnel walls.
Wheel impact detectors
Hot box/wheel impact detectors at Shanghai Metro
Wheel sensors along the tracks feel for flat spots on the train's wheels. Any flat wheel that becomes too dangerous to travel on (a big flat spot on the train wheel) will be counted as a defect. Typically, these systems utilize accelerometers, strain gauges, fiber optic methods, or the very latest wheel impact phase detector (WIPD). A wheel impact load detector (WILD) measures impacts, but does not normalize these impact measurements against anything: simply the impact reading. They do not attempt to cater for differences in sprung mass, as they are measuring wheel defect impact rather than impact load. Therefore, the same wheel defect will register a much larger impact when a wagon is loaded, versus when it is empty.[4]
A wheel condition monitoring detector monitors the condition of the wheel independent of sprung mass – independent of load. They do this by subtracting the wheel mass to get the normalized impact value. These systems are therefore typically better at detecting smaller defects with greater resolution.
Sliding / hot wheel detector
Typically a length of side-looking infrared detectors that can detect if a wheel has locked up and is sliding along the track or has had the brakes lock up causing the entire wheel to heat up.
Vehicle imbalance detectors (side-to-side and end-to-end)
These detectors are typically a crude weighbridge and/or WILD system, as they are only concerned with measuring weight differentials. They do not have to be as accurate as proper weighbridge or WILD systems, but just accurate enough to be able to average the weight of bogies during a train pass to calculate the relative balance of wagons, to establish if one rail is loaded unacceptably greater (in percentage) than the other. This is typically not performed on empty wagons because of the significant percentage imbalances that can be caused by fluctuations in weight due to bogie tracking geometry or hunting issues, which in terms of weight differentials are relatively accentuated compared to when a wagon is loaded.
Clearance gauge monitors
These detectors can use a variety of sensors (video, laser, infrared), but typically they are a safety curtain arrangement: a gantry over the rail with sensors to detect anything outside the clearance gauge. They therefore check the envelope of safety and alert if anything is detected outside of it.
Low hose (air hose) detectors
These systems are different from dragging equipment detectors, which are looking for anything dragging from the train connecting with the sleepers. Low Hose detectors are looking specifically between two wagons, to measure the droop of the brake hoses. The brake hoses need a bit of droop, but not so much that they can contact the ground or equipment and become dislodged.
Typically, these systems employ a vertical bar installed on one side of the track, with infrared sensors pointed across the track at a mate bar with receivers installed pointed back at the infrared beams. When a train goes past, the infrared sensors are looking in the coupling area specifically, and will alert if anything is detected in the area that is lower than acceptable.
Video / image inspection systems
These systems rely on an array of video devices in various locations between the rails and either side of the track, looking for particular bogie components (such as brake beam, springs, friction wedges, etc) and this data is then put through image analysis to determine if there are maintenance issues.[2]
Wheel profile systems
These are laser arrays installed between or in place of a sleeper. They point up at the wheel profile and measure the profile shape specifically, taking various measurements of angles and lengths. The systems also give differential measurements for the two wheels of a wheel set.
Bogie tracking geometry includes tracking position and angle of attack on a per-axle basis, as well as rotation, shift, inter-axle misalignment, and tracking error on a per-bogie basis. Bogie performance detectors can provide early detection of bogie defects, and early warning of derailment risks through flange climb or rail break.[5]
Bogie performance detectors most often use optical methods, and are installed adjacent to the track with wheel sensors clamped to the rails.
Rail break monitors
These detectors either inject and monitor radio signals into the rail, or rely on electrical continuity of existing track-based circuits, to detect rail-line breaks. These detectors are most commonly used by high speed networks.
Rail temperature monitors
These detectors are a mesh of small detectors installed against a particular stretch of rail. The detectors are typically a mix of temperature sensors and strain gauges (so measure in degrees Celsius and kilonewtons force). They measure temperature and stress/tension on the rail, to make sure these measures do not go outside the bounds of structural integrity.
These systems are initially calibrated to a particular ‘neutral state’ by measuring the rail with neutral compression (no pulling or pushing) and an agreed neutral ambient temperature. The system then measures the rail to detect if these parameters get too far from neutral state, and will alert if the rail is approaching a breach of structural integrity.
Ground based noise (GBN)
This is a combination of accelerometers on the track, and another accelerometer installed in the bedrock next to the track. The correlation of these measurements indicates how much track-born noise is propagating through the ballast into the bedrock strata. This correlates directly with the noise levels experienced by surrounding area.
Ground based noise systems are commonly installed near or inside tunnels.
Brake block detectors
These are distinct from generic video imaging systems, as they are dedicated to specifically imaging the band above the rail that contains the brake shoe. The system identifies the back plate of the brake shoe, and then works out how much brake block is left in millimetres. If the system detects no brake block beyond the back plate, the system typically identifies the pad as missing.
Sensors for the wheel condition monitor
Weighing in motion sensors for axle loads or imbalances
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Wide-load detectors
A bridge spans the railroad with two laser beams that shine down on each side of the passing train. Anything that cuts through the beam will be counted as a defect. This sensor may also be integrated into the high car detector.
A bogie is a chassis or framework that carries a wheelset, attached to a vehicle—a modular subassembly of wheels and axles. Bogies take various forms in various modes of transport. A bogie may remain normally attached or be quickly detachable. It may include a suspension component within it, or be solid and in turn be suspended ; it may be mounted on a swivel, as traditionally on a railway carriage or locomotive, additionally jointed and sprung, or held in place by other means.
A tachometer is an instrument measuring the rotation speed of a shaft or disk, as in a motor or other machine. The device usually displays the revolutions per minute (RPM) on a calibrated analogue dial, but digital displays are increasingly common.
A caboose is a crewed North American railroad car coupled at the end of a freight train. Cabooses provide shelter for crew at the end of a train, who were formerly required in switching and shunting, keeping a lookout for load shifting, damage to equipment and cargo, and overheating axles.
In railway engineering, the term tractive effort describes the pulling or pushing capability of a locomotive. The published tractive force value for any vehicle may be theoretical—that is, calculated from known or implied mechanical properties—or obtained via testing under controlled conditions. The discussion herein covers the term's usage in mechanical applications in which the final stage of the power transmission system is one or more wheels in frictional contact with a railroad track.
Rail transport terms are a form of technical terminology applied to railways. Although many terms are uniform across different nations and companies, they are by no means universal, with differences often originating from parallel development of rail transport systems in different parts of the world, and in the national origins of the engineers and managers who built the inaugural rail infrastructure. An example is the term railroad, used in North America, and railway, generally used in English-speaking countries outside North America and by the International Union of Railways. In English-speaking countries outside the United Kingdom, a mixture of US and UK terms may exist.
In rail transport, a derailment is a type of train wreck that occurs when a rail vehicle such as a train comes off its rails. Although many derailments are minor, all result in temporary disruption of the proper operation of the railway system and they are a potentially serious hazard.
A hopper car (US) or hopper wagon (UIC) is a type of railroad freight car that has opening doors on the underside or on the sides to discharge its cargo. They are used to transport loose solid bulk commodities such as coal, ore, grain, and track ballast. The hopper car was developed in parallel with the development of automated handling of such commodities, with automated loading and unloading facilities.
A track circuit is an electrical device used to prove the absence of a train on rail tracks to signallers and control relevant signals. An alternative to track circuits are axle counters.
A wheel speed sensor (WSS) or vehicle speed sensor (VSS) is a type of tachometer. It is a sender device used for reading the speed of a vehicle's wheel rotation. It usually consists of a toothed ring and pickup.
A hot box is the term used when an axle bearing overheats on a piece of railway rolling stock. The term is derived from the journal-bearing trucks used before the mid-20th century. The axle bearings were housed in a box that used oil-soaked rags or cotton to reduce the friction of the axle against the truck frame. When the oil leaked or dried out, the bearings overheated, often starting a fire that could destroy the entire railroad car if not detected early enough.
An axle counter is a system used in railway signalling to detect the clear or occupied status of a section of track between two points. The system generally consists of a wheel sensor and an evaluation unit for counting the axles of the train both into and out of the section. They are often used to replace a track circuit.
A truck scale (US), weighbridge (non-US) or railroad scale is a large set of scales, usually mounted permanently on a concrete foundation, that is used to weigh entire rail or road vehicles and their contents. By weighing the vehicle both empty and when loaded, the load carried by the vehicle can be calculated.
A wheelset is a pair of railroad vehicle wheels mounted rigidly on an axle allowing both wheels to rotate together. Wheelsets are often mounted in a bogie – a pivoted frame assembly holding at least two wheelsets – at each end of the vehicle. Most modern freight cars and passenger cars have bogies each with two wheelsets, but three wheelsets are used in bogies of freight cars that carry heavy loads, and three-wheelset bogies are under some passenger cars. Four-wheeled goods wagons that were once near-universal in Europe and Great Britain and their colonies have only two wheelsets; in recent decades such vehicles have become less common as trainloads have become heavier.
A train inspection system is one of various systems of inspection which are essential to maintain the safe running of rail transport.
A train wheel or rail wheel is a type of wheel specially designed for use on railway tracks. The wheel acts as a rolling component, typically press fitted onto an axle and mounted directly on a railway carriage or locomotive, or indirectly on a bogie, also called a truck. The powered wheels under the locomotive are called driving wheels. Wheels are initially cast or forged and then heat-treated to have a specific hardness. New wheels are machined using a lathe to a standardized shape, called a profile, before being installed onto an axle. All wheel profiles are regularly checked to ensure proper interaction between the wheel and the rail. Incorrectly profiled wheels and worn wheels can increase rolling resistance, reduce energy efficiency and may even cause a derailment. The International Union of Railways has defined a standard wheel diameter of 920 mm (36 in), although smaller sizes are used in some rapid transit railway systems and on ro-ro carriages.
An equalising beam, equalising lever or equalising bar links the suspension of two or more adjacent axles of a vehicle, especially a railway locomotive.
The Transnet Freight Rail Class 21E of 2014 is a South African electric locomotive.
Track IQ formerly known as Trackside Intelligence, is an international manufacturer and supplier of railway equipment and services for the purpose of measuring operating conditions. After developing the RailBAM and WCM systems, Track IQ formed a partnership with Siemens to install the systems in the United Kingdom and Continental Europe.
Decelostat is a wheel slide protection system developed by Westinghouse Air Brake Company that is used in railroad cars to prevent over-braking that causes wheel-slide, a condition of reduction in friction between train wheels and rails. This low wheel/rail adhesion condition reduces braking performance and causes damage to wheels and the rails.
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