From Steve Sattler:
The track on a railway or railroad, is also known as the permanent way. It is the structure consisting of the rails, fasteners, railroad ties (sleepers, in British English) and ballast (or slab track), plus the underlying subgrade. It enables trains to move by providing a dependable surface for their wheels to roll upon. For clarity it is often referred to as railway track (British English and standard international terminology) or railroad track (an Americanism). Tracks where electric trains or trams run are equipped with an electrification system such as an overhead electrical power line or an additional [third] electrified rail.
The term permanent way refers to the track and in addition to any lineside structures such as fences.
The permanent way also has the common meaning that this ‘strip’ is for trains only, and persons, animals, or any blocking object should never be there.
There are constant modern technical developments, but the overwhelmingly dominant track form worldwide consists of flat-bottom steel rails supported [clipped] on timber or pre-stressed concrete sleepers, which are themselves laid on crushed stone ballast.
Most railroads with heavy traffic utilize continuously welded rails supported by sleepers attached via base plates that spread the load. A plastic or rubber pad is usually placed between the rail and the tie plate where concrete sleepers are used. The rail is usually held down to the sleeper with resilient fastenings [clips], although cut spikes are still widely used in North America.
For much of the 20th century, the rail track used softwood timber sleepers and jointed rails [metal plates bolted and thus joined two separate rails], and a considerable extent of this track type remains on secondary and tertiary routes. The rails were typically of a flat bottom section fastened to the sleepers with dog spikes through a flat tie plate in North America and Australia.
In British and Irish regions, typically, the rails were/are of a bullhead section carried in cast iron chairs (clips).
Historically, The London, Midland and Scottish Railways pioneered the conversion to flat-bottomed rail. Attempts to have some rails designed to be turned over, after wear-in order to be reused, when the top surface had become worn - turned out to be unworkable in practice because the underside was usually ruined by fretting from the chairs.
Jointed rails were used at first because contemporary [welding] technology did not offer any alternative. However, the intrinsic weakness in resisting vertical loading results in the ballast becoming depressed and a heavy maintenance workload is imposed to prevent unacceptable geometrical defects at the joints. The joints also needed to be lubricated, and wear at the fishplate (the joint bar or plate ) mating surfaces needed to be rectified by shimming. For this reason, jointed track is not financially appropriate for heavily operated railroads.
Timber sleepers are of many available timbers, and are often treated with creosote, copper-chrome-arsenate, or other wood preservative. Pre-stressed concrete sleepers are often used where timber is scarce and where tonnage or speeds are high. Steel is used in some applications.
The track ballast is customarily crushed stone, and the purpose of this is to support the sleepers and allow some adjustment of their position, while allowing free drainage.
It is still a wonder to many physicists that the crushed stone ballast doesn’t seep away laterally, as the many trains run over it. Logic demands that as the heavy trains that run over the rails, the vertical pressure will force the ballast to slide side-ways, and eventually slip away. Apparently, the stones lock themselves together and thus this ballast base stays solid and not fluid.
Furthermore, the weather [rain] and occasional flooding, doesn’t damage the ballast and from year to year, old ballast continues to function. Routine maintance, never-the -less will refresh the ballast with a new layer-periodically.
There are a number of proprietary systems, and variations include a continuous reinforced concrete slab, or alternatively the use of pre-cast pre-stressed concrete units laid on a base layer. Many permutations of design have been put forward and are in use.
However, ballast-less track has a high initial cost, and in the case of existing railroads the upgrade to such requires closure of the route for a long period. Its whole-life cost can be lower because of the reduction in maintenance. Ballast-less track is usually considered for new very high speed or very high-loading routes, in short extensions that require additional strength (e.g. rail stations), or for localized replacement where there are exceptional maintenance difficulties, for example in tunnels. Some rubber-tyred metros use ballast-less tracks. [Paris]
Early railways, (UK: the 1840s) experimented with continuous bearing rail-track, in which the rail was supported along its whole length. Some examples are; Brunel's Baulk Road on the Great Western Railway, as well as use on the Newcastle and North Shields Railway. Also, on the Lancashire and Yorkshire Railway to a design by John Hawkshaw, and elsewhere. Continuous-bearing designs were also promoted by other engineers.
USA: Thesystem was trialed on the Baltimore and Ohio railway in the 1840s, but was found to be more expensive to maintain than rail with cross-sleepers.
From 1976 onwards: Later applications of continuously supported track include Balfour Beatty”s 'embedded slab track', which uses a rounded rectangular rail profile embedded in a - pre-cast- concrete base. This 'embedded rail structure', used in the Netherlands since 1976, initially used a conventional ‘simple’ rail embedded in concrete, and later (the 1990s) evolved to use a 'mushroom' shaped rail profile.
2002: A newer version for light rail using a rail supported in an asphalt/concrete filled steel trough has also been developed. The evolution of even newer technologies is on the horizon. Rail manufactures and train operators are constantly looking at cheaper technologies, efficiency in installation, low maintance and weather proofing. The economics of running a train service-either cargo or passenger is critical in the modern world.
The Ladder track:
This is an evolution of the Baulk Road concept.
The rails are supported by metal sleeper, under the working rails-in the same direction as the rails, but the whole rail and support sits on rung-like cross-bars.
This ladder track can be laid over a ballast, or ballast-less base.
A variation of a laid ladder on a thin ballast bed is used in Japan, at many stations. A common example is the Shinagawa Station, in Tokyo. The metal rails sit on cross bars of iron, [3 meters between cross bars], and everything is bolted into place.
A rail fastening system is a means of fixing rails to railroad ties (an Americanism) or sleepers (a British-ism). The terms rail anchors, tie plates, chairs and track fasteners are used to refer to parts or all of a rail fastening system. Various types of fastening have been used over the years.
By the 1820s the first shaped rolled rails had begun to be produced initially of a T shape which required a chair to hold them; the rails were held in position by iron wedges (which sometimes caused the rail to break when forced in) and later by wooden wedges, which eventually became the standard.
In the 1830s Robert L. Stevens invented the flanged 'tee' rail (actually a distorted I beam), which had a flat bottom and required no chair; a similar design was the contemporary bridge rail (of inverted U section with a bottom flange and laid on longitudinal sleepers); these rails were initially nailed directly to the sleeper.
In North American practice the flanged T rail became the standard, later being used with tie-plates. Elsewhere T rails were replaced by bull-head rails of a rounded 'I' or 'figure-8' appearance which still required a supporting chair. Eventually the flanged T rail became commonplace on all the world's railways, though differences in the fixing system still exist.
A Golden Tie, also known as a Golden Spike or The Last Spike, may be used to symbolize the start or the completion of an endeavor. These are usually of silver or another precious material.
Historically, a ceremonial Golden Spike driven by Leland Stanford connected the rails of the First Transcontinental Railroad across the United States. The valuable rail fastening spike represented the merge of the Central Pacific and Union Pacific railroads on May 10, 1869, at Promontory Summit, Utah Territory. The rail spike has entered American popular consciousness in this manner; the driving of the Golden Spike was a key point in the development of the western seaboard in North America and was recognized as a national achievement and demonstration of progress. Since then , railroad workers have been celebrated in popular culture, including in song and verse.
Most recently, a Golden Spike marked the completion of the longest transportation tunnel in the world, the Gotthard Base Tunnel, which opened 1 June 2016. Full rail service began on 11 December 2016. Its functional length is 57.09 km (35.5 mi) and it is the world's deepest traffic tunnel.
From 1832: A rail spike (also known as a cut spike or crampon) is a large nail with an offset head that is used to secure rails and base plates to railroad ties (sleepers) in the track. Robert Livingston Stevens is credited with the invention of the rail spike, the first recorded use of which was in 1832. The railroad spike was an invention which resulted from the state of industrialization in the United States in the early 19th century: English mainline railways of that period used heavy and expensive cast iron chairs to secure T-shaped rails; instead, Stevens added a supporting base to the T rail which could be fixed with a simple spike. In 1982, the spike was still the most common rail fastening in North America. Common sizes are from 9⁄16 to 10⁄16-inch square and 5 1⁄2 to 6 inches long.
A rail spike is roughly chisel-shaped and with a flat edged point; the spike is driven with the edge perpendicular to the grain, which gives greater resistance to loosening. The main function is to keep the rail in gauge. When attaching tie plates, the attachment is made as strong as possible, whereas when attaching a rail to tie or tie plate the spike is not normally required to provide a strong vertical force, allowing the rail some freedom of movement.
On smaller scale jobs spikes are still driven into wooden sleepers by hammering them with a spike maul [a hammer]. Though this manual work has been largely replaced by hydraulic tools, and machines, commonly called "spikers"
(A machine that removes spikes is called a "spike puller").
Splitting of the wood can be limited by pre-boring spike holes or adding steel bands around the wood.
Standards: For use in the United States three basic standards are described in the ASTM A65 standard, for different carbon steel contents. In the USA, legal issues have forced railroad companies to have high quality and ‘standard issue’ spikes in use on all new work, and any repair or replacement work on older sections of rail.
C.3.2 A dog spike is functionally equivalent to a cut spike and is also square in horizontal section and of similar dimensions, but has a pointed penetrating end, and the rail (or "plate holding") head has two lugs on either side, giving the impression of a dog's head and aiding spike removal.
A chair screw is a large (~6 in or 152 mm length, slightly under 1 in or 25 mm diameter) metal screw used to fix a chair (for bullhead rail), baseplate (for flat bottom rail) or to directly fasten a rail. Chair screws are screwed into a hole bored in the sleeper. The chair screw has a higher cost to manufacture than the rail spike, but has the advantage of greater fixing power - approximately twice that of a rail spike - -and can be used in combination with spring washers.
1860: The chair screw [French= tire-fond] was first introduced in 1860 in France) and then became common in continental Europe.
A dog screw is a tradename variant of the screw spike.
Fang bolts or rail anchor bolts have also been used for fixing rails or chairs to sleepers. The fang bolt is a bolt inserted through a hole in the sleeper with a fanged nut that bites into the lower surface of the sleeper. For fastening flat-bottomed rails, an upper-lipped washer can be used to grip the edge of the rail. They are more resistant to loosening by vibrations and movement of the rail. They are more effective than spikes and screws and so are used in positions such as switch -points, tie plates and on sharp curves.
Spring spikes or elastic rail spikes are used with flat-bottomed rail, baseplates and wooden sleepers. The spring spike holds the rail down and prevents tipping and also secures the baseplate to the sleeper. The Macbeth spike (trade name) is a two-pronged U-shaped staple-like spike bent so that it appears M-shaped when viewed from the side. Inverted J-shaped single pointed spikes have also been used.
The spike maul, also known as a spiking hammer, is a type of sledgehammer with a long thin head which was originally used to drive spikes. This was hard work and needed a degree of skill.
Manual hole drilling and spike or screw insertion and removal have been replaced by semi-automated or automated machines, which are driven electrically, by pneumatics, by hydraulics, or are powered by a two-stroke engine. Machines that remove spikes are called spike pullers.
C.5.1…The 1800s: The earliest rail chairs, made of cast iron and introduced around 1800, were used to fix and support cast-iron rails at their ends. Also, they were also used to join adjacent rails.
In the 1830s rolled T-shaped (or single-flanged T parallel rail) and I-shaped (or double-flanged T parallel or bullhead) rails were introduced; both required cast-iron chairs to support them. Originally, iron keys were used to wedge the rail into the vertical parallel jaws of the chair; these were superseded by entirely wooden keys. The wooden keys were formed from oak, steam softened and then compressed with hydraulic presses and stored in a drying house. When inserted into the chair, exposure to the wet atmosphere caused the key to expand, firmly holding the rail. The wedge may be on the inside or outside of the rail.
In Britain they were usually on the outside.
Chairs have been fixed to the sleeper using wooden spikes (trenails), screws, fang-bolts or spikes.
In most of the world, flat-bottomed rail and baseplates became the standard. However, in Britain, [historically, the home of the train concept], bullhead rail-and-chairs remained in use until the middle of the twentieth century. They are now largely obsolete but can still be found on the London Underground, some sidings and at London Waterloo, at Platforms 1-4.
In use after 1900: A tie plate, baseplate or sole plate is a steel plate used on rail tracks between flanged T rail and the sleepers [also known as crossties]. The tie plate increases bearing area and holds the rail to the correct gauge. They are fastened to wooden ties by means of spikes or bolts through holes in the plate.
The part of the plate under the rail base is tapered, setting the cant [angle] of the rail, an inward rotation from the vertical. The usual slope is one in forty ( 1.4 degrees ). The top surface of the plate has one or two shoulders that fit against the edges of the base of the rail. The double-shoulder type is currently used. Older single-shoulder types were adaptable for various rail widths, with the single shoulder positioned on the outside (field side) of the rails. Most plates are slightly wider on the field side, without which the plates tend to cut more into the outsides of the tie, reducing cant angle.
Many railways use large wood screws, also called lag screws, to fasten the tie plates (or baseplates) to the railroad ties.
Tie plates came into use around the year 1900, before which time flanged T rail was spiked directly to the ties.
A variety of different types of heavy-duty clips are used to fasten the rails to the underlying baseplate, one common one being the Pandrol fastener (Pandrol clip), named after its maker, which is shaped like a stubby paperclip. Another one is the Vossloh Tension Clamp.
The newer Pandrol fastclip is applied at right angles to the rail. Because the clip is captive, it has to be installed at the time of manufacture of the concrete sleeper.
Rail anchors or anticreepers are spring steel clips that attach to the underside of the rail baseplate and bear against the sides of the sleepers to prevent longitudinal movement of the rail, either from changes in temperature or through vibration.
Comments welcome, Dave Klepper
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