3.2. Discomfort_Formulas for Complex Motions
Articles in the field of vehicle ride motion discomfort research commonly report estimation of relative discomfort using formulas defined in one or more of the following publications:
A) ISO 2631 Part 1 1997 [
6], noted above. That standard has several other parts among which part 4 [
7] gives recommendations for estimation of
discomfort engendered by ride motions of passenger rail vehicles.
B) British Standards Institution, BS 6841, Measurement and evaluation of human exposure to whole-body mechanical vibration and repeated shock (1987) [
8]. This elaborates on ISO 2631 with a British perspective.
C) BS EN 12299:2009, Railway applications - Ride comfort for passengers. Measurement and evaluation [
9] is the English language version of a European standard. EN 12299 generally follows the recommendations in ISO 2631 but supplements them with additional detailed advice about how to record and process data. Illustrations of processing called for in EN 12299 can be seen in slides of a talk given in 2016 by Bjorn Kufver [
10].
D) Sperling, "Contribution to the evaluation of ride comfort in rail vehicles" [
11]. This publication appeared before the others, is different in detail but similar in approach, and remains popular in a number of countries.
In the above list of major standards, B and C assume and reproduce the basic material of A and add recommendations about procedures for gathering and processing data. D in the list is analogous to A in that it is based on spectral decomposition of motion signals.
Copies of the first three of these standards are offered for sale at fairly high prices. A reader who does not have access to the standards themselves can find summaries of their basic formulas in several of the references cited below such as Wawryszczuk et al (2023) [
12] and Dumitriu & Leu (2018) [
13].
3.3. How Current Discomfort_Formulas Conceptualize Ride Motion
The above four publications all approach ride motion discomfort under the influence of two main ideas.
The first is that when dealing with oscillatory phenomena it is customary to resolve them into their sinusoidal Fourier components. It is relatively simple to expose test subjects to sinusoidal motions and to record their judgments about the degree of discomfort that those oscillatory motions engender. Such results are well attested, stable over time, and widely accepted. Curves documenting the way that human sensitivity to sinusoidal motions varies with frequency for each choice of axis of translation or rotation are documented in ISO 2631 and in standards that are based thereon.
The second is the assumption that human response to an oscillatory motion as a whole can be satisfactorily estimated by the sum of the responses that would be engendered by each of the suitably weighted spectral components of that motion. The components are typically grouped into 1/3rd octave bands.
In line with those two ideas, these four standards begin their evaluation of a recorded ride motion by Fourier analyzing its acceleration signals into frequency bands. They then multiply the amplitude of each spectral component by a frequency and axis dependent weighting factor, raise each weighted spectral component to a stated exponent, and sum the results for all the spectral components.
As an example, ISO 2631-1997 Part-1 clause 6.1 calls for calculation for each axis of vibratory motion of a basic single axis frequency weighted RMS acceleration (FWRA) measure defined as
where
is a modified time dependent linear or rotational acceleration wave form constructed from the Fourier components of the acceleration recording by multiplying each component by a weight appropriate for its axis and frequency. (When, as here, the square of the signal is being averaged, the result would be calculated in the frequency domain by summing the squares of the weighted Fourier components to save the step of converting from the frequency domain back to the time domain.) Then RMS values of relevant single axis measures can serve as composite measures of
discomfort for complex ride motions.
At the same time, some of those standards suggest alternate formulas for motions that are far from sinusoidal. For instance, ISO 2631 Clause 6.3 begins with:
"In cases where the basic evaluation method may underestimate the effects of vibration (high crest factors occasional shocks, transient vibration), one of the alternative measures described below should also be determined - the running r.m.s. or the fourth power vibration dose value."
Those alternate methods are given in clauses 6.3.1 and 6.3.2.
Clauses 6.3.1 reads:
"6.3.1 The running r.m.s. method.
The running r.m.s. evaluation method takes into account occasional shocks and transient vibration by use of a short integration time constant. The vibration magnitude is defined as a maximum transient vibration value (MTW), given as the maximum in time of
, defined by:
where
is the instantaneous frequency-weighted acceleration;
is the integration time for running averaging;
t is the time (integration variable);
is the time of observation (instantaneous time)."
⋯ (omitting a few lines about an approximation method)
The maximum transient vibration value, MTW, is defined as
i.e. the highest magnitude of read during the measurement period (T in 6.1).
It is recommended to use in measuring MTW (corresponding to an integration time constant, “slow”, in sound level meters)."
Clauses 6.3.2 begins:
"6.3.2 The fourth power vibration dose method
The fourth power vibration dose method is more sensitive to peaks than the basic evaluation method by using the fourth power instead of the second power of the acceleration time history as the basis for averaging. The fourth power vibration dose value (VDV) in meters per second to the power 1.75
, or in radians per second to the power 1.75
, is defined as:
where
is the instantaneous frequency-weighted acceleration;
is the duration of measurement (see 6.1). "
The method proposed by Sperling is employed in Dumitriu & Stănică (2021) [
3]. There the formula for its measure of
discomfort due to the vertical component of ride motion is expressed as
where
f denotes frequency,
is the Fourier transform of the vertical acceleration, and
represents Sperling’s estimate of the way that human discomfort due to sinusoidal vertical motion varies with frequency. It has a peak at about
Hz and falls sharply to either side of that peak.
The above formulas illustrate the Fourier decomposition employed in the principal widely used methods of estimating ride motion discomfort . The running RMS, FWRA, and VDV measures appear to be based on acceleration as a function of time, but they use an artificial frequency weighted acceleration rather than the acceleration actually experienced by passengers. As the running RMS and FWRA measures average the square of the acceleration in the time domain, their results are identical to corresponding frequency domain integrals indicating that they discard acceleration wave form information and keep only energy information. In contrast, what passengers experience is the ensemble of acceleration wave-forms.