In accordance with EN 14363:2016 [
9], section 6.1, Method 2 (paragraph 6.1.5.2) the safety criterion against derailment is determined by the Equation (1):
where
Yja is total reaction of the rail at its contact with the attacking wheel,
Qjk,
min is the lowest value of the vertical reaction of the wheel calculated when the frame of the wagon is twisted and
ΔQjH is load on the wheel from the moment of the forces acting on the 2 wheels of the examined wheel axle (
Figure 1).
The component
ΔQjH is determined by Equation (2):
where
Yja is total reaction of the rail at its contact with the attacking (outer) wheel, h is effective height above the rail of the journal box suspension (for most common used bogie Y25,
h = 365 mm is assumed),
Yji is horizontal load force between the inner (non-attacking) wheel of the examined axle and the inner rail (
Figure 1),
2b0 is the nominal transverse distance between the contact points of the wheels (
2b0 = 1500 mm is assumed),
j is index (number) of the examined axle,
a is index (number) of the outer wheel and
i is index of the inner wheel.
For the purposes of the theoretical assessment of criterion from Equation (1), it is necessary to apply appropriate methods for the theoretical determination of the following parameters:
The methods for determining these three important parameters are given in the next three subsections.
2.1. Methodology for theoretical determination of leading forces Ya on axles of railway vehicles with bogies
In [
4] a theoretical method for determining the total reaction of the rail on the wheels of bogie is proposed. Briefly, the method consists of the following: when moving on a curved section of the rail track, the wagon performs two movements - translational and rotational. The rotation occurs around the instantaneous center of rotation
M (
Figure 2), characterized by the pole distance
x, which can be determined by the Equation (3):
where 2.
l is the distance between wheelsets of the bogie (for compliance with European standards, it should be noted that 2.
l = 2
a+),
R is radius of the calculation curve and
σb is current coordinate.
The current coordinate σ
b depends on the position of the bogie when passing a curved section of the track. In
Figure 3, the bogie is represented by section AB (AB’ or AB”). For this purpose, the transverse dimensions of the track with gauge
2s and of the bogie are reduced by the constant amount
2d, defining the transverse distance between the bases of the wheel flanges of the same axle. In this way the bases of the flanges of the two wheels merge and are represented in
Figure 3 by points A and B (B’ and B”). The same points depict the attacking (A) and the non-attacking (B) axle, respectively.
The reduced gauge is determined by Equation (4):
where
Δ is the total clearance between the flange and the rail, equal to 0,01 m and
δ is additional expansion of the rail track in a curved section depending on radius of calculation curve as determined with data from
Table 1 [
13].
In this way calculated value represents maximum total clearance between the rails and the axle in a curved section of rail track. In
Figure 3 the attacking axle (point A) always contacts the outer rail. Depending on the movement speed and the radius of the curve, the second axle (point B or B’ or B”) can take one of the following positions:
АB – maximum crossing (σb = σ = Δ + δ);
AB’ – free settling (0 ≤ σb ≤ δ);
AB’’– maximum displacement (σb = 0).
When moving in a curve, the following forces act on the bogie (
Figure 4):
- 2.
The centrifugal force is defined by the Equation (6):
where
P (in [N]) is force from the mass of the wagon,
v (in [m/s]) is movement speed,
g (in [m/s
2]) is ground acceleration,
R (in [m]) is curve radius,
2.s (in [mm]) is distance between wheels rolling circles (for normal track width
2.s = 1500 mm) and
h (in [mm]) is overhang of the outer rail and is determined from table in
Figure 5 [
13].
- 3.
The wind force is determined by Equation (7):
where F is the surface of the wagon on which the wind is acting (in [m2]) and W is the wind pressure (in [N/m2]).
- 4.
The frictional forces Ф obtained because of the rotation around the pole M are determined by the Equation (8):
where
µ is the coefficient of friction between the wheel and the rail and
Nst is static vertical load on one wheel determined by equation (9):
where
N is the number of wheels. For compliance with European standards, it should be noted that
Nst = Qnom.
- 5.
The total reactions Yi from rails on the wheelset i are obtained from the equilibrium conditions ΣY=0 and ΣММ=0, according to equations system (10):
where Фyi is the component of force Ф along the y-axis and ri is the distance from pole M to the corresponding contact point between the rail and wheel of the i-th wheel axle.
In the equations system (10) there are four unknown terms:
Y1,
Y2,
x and speed
v implicitly set by the centrifugal forces. Therefore, the total reactions
Y1 and
Y2 are determined according to the following methodology and graphical representation is shown in
Figure 6:
Step 1. It is assumed that the bogie is in the limit state between “maximum overshoot” and “free settling”. It is possible at a precisely determined but unknown speed
v1. From the condition for the considered boundary condition, it follows that the distance from pole
M according to Equation (11) is:
which is typical for the “maximum overshoot” position. It also follows that the total reaction of the second wheel axle is zero, e.g.
which is typical for the “free settling” position.
This allows the equations system (10) to be solved and to obtain specific values for Y1 and for v1 that are typical for the limit state. When solving equation system (10), it is possible for Y1 or for v1 to obtain negative values. This indicates that the boundary condition is not valid for the specified track and bogie parameters. In this case, it is necessary to go to step 3 of the current methodology.
Step 2. When the bogie is in the “maximum overshoot” state, it will move with a speed in the interval from 0 to v1, and the pole distance will be x = xmax. Therefore, the system of equations (10) can be solved with respect to Y1 and Y2 by setting discrete movement speed values in the specified interval.
Step 3. It is assumed that the bogie is in a limit state between free settling and maximum displacement. From this follow next conditions (13):
Movement speed v2 and force Y1 in this case can be found by solving the equation system (10) under conditions (13).
Step 4. If the bogie is freely fixed (
Y2 = 0), then in the system (10) there are three unknowns -
Y1,
v and
x. In this case, condition (14) is relevant:
Therefore, by setting discrete values of v or x in equation system (10), it is possible to obtain the remaining two unknowns. The calculation process is greatly simplified when setting values of the parameter x.
Step 5. If the design speed of the wagon
vk is higher than
v2, it is necessary to build the third zone of the horizontal dynamic calculations, i.e., the zone of maximum displacement. In this case, condition (15) is valid:
Therefore, setting movement speed values in the interval between v2 and vk, the full reaction forces Y1 and Y2 can be determined.
The methodology proposed above allows to determine the full reactions Y1 and Y2 of the first- and second-wheel axles of each bogie at different speeds, curve radii, specific track parameters, different wheel loads, different bogie wheel axles distances and other parameters.
2.3. Methodology for theoretical determination of the smallest value of the vertical reaction of the wheel Qjk,,min calculated during torsion of the wagon frame
The proposed methodology for the theoretical determination of the minimum value of the vertical reaction of the wheels Qjk,,min allows obtaining the corresponding maximum value of this parameter Qjk,,max. Calculations are carried out in the following sequence:
The frame of the wagon is loaded with an arbitrary force
ΔFp (
Figure 7) according to UIC Leaflet 432 [
14] and the deflection of the frame
Δzp in the area around the lateral supports is determined (
Figure 8).
- 2.
In accordance with EN 14363 [
9], the minimum deflection of the frame
Δz* is determined, which should be reached during real (in-situ) testing of the wagon. It is determined by Equation (18) subject to requirement (19).
2a* in this case is valid for wagon frames with pivot distance between 4 and 30 meters.
- 3.
Recalculation of the force ΔFp from step 1 for loading the wagon frame to achieve the minimum deflection Δz* according to the Equation (20):
The result of Equation (20) gives the force that acts on one side of the bogie in the area around the lateral support in
Figure 8. This means that force
ΔFz* significantly loads the two unilaterally located wheels and significantly less the other two.
- 4.
The force
ΔFz* is than transmitted from the lateral support to the side beams of the bogie with a value of
ΔF`z*max and
ΔF`z*min according to Equations (21) and (22). The corresponding distances
b1F and
bs are shown in
Figure 9.
From the side beam, the forces
ΔF`z*max and
ΔF`z*min are distributed between the two axle journals of the overloaded and the two axle journals of the unloaded wheels, with the forces
ΔF`z*max and
ΔF`z*min acting on the first (attacking) wheel axle, defined by equations (22) and (23):
From the corresponding axle journal, the forces from (23) and (24) cause additional reactions in the two wheels with values defined in equations (25) and (26):
- 5.
The minimum value of the wheel reaction Qjk,,min is determined by the Equation (27) and the maximum value by the Equation (28) respectively:
where the force Qnom is determined by the Equation (17).