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RAILWAY BRAKE-GEAR DESIGN METHOD BY MEANS OF PROBABILITY THEORY

By

Gy. SOSTARICS and 1. ZOBORY

Institute of Automotive Engineering, Technical Ulliver,.ity, Budappi-t Received December 22. 1980

Pr~sented by Prof. Dr. K. HORV . .\TU

1. Introduction

One of the most important characteristic~ of the brake gear is the hraking ratio A. the ratio in p(~rcf'ntage of the total hrake-shoe force at the maximum brake-eylinder pressure for a giyen ,-ehicle weight. (See the simplified model in Fig. 1.) Since tllP weight of a railway ear changes as a funetion of the seryice load. th(' hraking ratio can ]w interpreted for different load "alues. With increa;;ing A. also the effectiveness of hrake gear increases but this increase is limited hy wheel sliding. So the value of A is bounded from above by the

;;liding of wheels and from lwlow hy the weaker brake action and the increasc of stopping distance.

The hraking ratio is generally determined hy the designer so a,; to elimi- nate the sliding of wheels even under unfavourable operating conditions. But if the braking ratio is chosen cautiously (i.e. its value is kept low) an unfayour- able increas{~ in stopping distance should be reckoned with. The foregoing point to the difficulty of meeting the contradictory demands in certain cas<'".

Praetieal desipl recommendations gi-n~ no method to determine the optimum.

K

}Jrr (}Jrs)

Fig. 1

A -~ - G ·100%

K

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120 GY. SOSTARICS-J. ZOBORY

A probabilistic dimensioning method is required which takes the random character of the friction coefficients, decisi-\-e for the hraking process, into consideration expected to determine the probahilities of hoth keeping the stopping distance and of the wheel slide. Such a dimensioning method is underlying the determination of the optimum braking ratio. The calculation method to he described solves the outlined prohlem under simplifying condi- tions. It is a new method for the design of railway hrakes. This procedure can be refined on the one hand, hy involving further characteristics of hraking technique, and on the other hand, hy taking comprehensive measurement

data of the encountered stochastic magnitudes into consideration.

2. Extension of the hrake calculation method to the domain of sliding taking the stochasticity of the friction coefficient

into consideration

If a railway vehicle is braked with constant brake-shoe force until it stops. then, with a proper approximation. the following three cases can be distinguished. depending on the magnitude of the braking ratio:

1. The wheel rolls until the yehicle stops.

~. The wheel rolls for a while from the beginning of braking. from that point on it slides until the yehiele stops.

3. The wheel ~lid('s all the time from beginning of braking until the vehicle stops.

The rolling motion of the wheel is simulated here by purl' rolling (without sliding) and the sliding by the full blocking of wheels.

For a given braking ratio to determine the stopping distance. knowledge of thre(' friction coefficients is requiJ:ed:

a) Friction coefficient hetween the wheel and the brake-shoe: ,ab h) Friction coefficient het"ween the rail and the wheel III the state of

rolling (adhesion coefficient): ,iLrr

c) Friction coefficient between the rail and the wheel III the state of sliding: Il, $

The properties of these friction coefficients, thc effects and variables influencing these phf'nomena are discussed in [1], [2], [3]. Let us emphasize that friction coefficients in question should be identified as random variables on the basis of measurement experiences.

They can be given in the form of:

a

,il = -'- C -'- Lt,Ll,

v,-

b

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RAILWAY BRAKE·GE.lH DESIG.Y BY PIWBABIUIT THEORY

where: v is the momentary speed of the yehicle:

a,b,c are constants (See Table I):

121

.d,u is the deviation of the random variable from its own expected value. a random variable itself.

Table I

Friction

coefficient III ::'\ot('

---~--~~

l\Iodified formula

.ub 3.5* ILl 0.016 by Karvacky [11

Prr 2.083 12.22 0.13 0.1 Kother's formula [I}

---~--

!'rs 0.25 1.1 0.06 0.025 [3]

The variable Llfl has zero expected value and its standard deviation (J is equal to the standard deviation. assumed as constant, of the friction coefficient fl considered as normally distrihuted, to b(' justified in the following parts.

For practical calculations the yalue set of ~~t is discretized as follows:

where: 117 IS the uumber of equidistant division elements of the interval [0. Ill] as shown in Fig. 2:

is the parameter identifying the end points of division elements.

It takes its yalues from the sequence: m, - (m 1), ... , 1,0,1. .... (m -··1), m:

fll is half-length of the field of scattering [ -3(J, 3(J] of the random ,'ariahle p.

The constant parameters of diagrams to he discussed were taken into consideration with the figures in Table 1.

Constant a marked with an asterisk includes the value of the brake- shoc force per unit area (brake-shoe pressure): here it comes to 0.7 MPa, belonging in our example to

60%

braking ratio.

For an arbitrary hraking ratio A the corrected constant a is:

a=

3

_ 1/60

3.;) V A .

The friction coefficients used in our calculations are shown in the dia- gram of Fig. 3. together with the half-length of scattering fields ,Ul,

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122 GY. SOSTARIC' -I. ZOBOIlY

f (}J)

0.25

0.20

O.i5

0.10

0.05

-m m

Fig. "

The stopping distance is known to he composed of t·wo parts: basic stopping distance and the additional stopping distance. In the following. only the hasic

~topping distane!, will lw examined. and calculated by assuming the hrake- sho(' forc(' (pressure) heing constant during the whole hraking proce"". A~

a first approximation. neither the vehicle resistance nor the effect of rotating masses will he taken into consideration. These neglects are irrelevant to nur conclusions hut the results will depend on less of yariables and so they can he suryeyed more clearly.

Th!~ relationship for determining the basic stopping di:-tance:

s

In the formula the gravity acceleration IS designated by g.

The first term gives the rolling distance Sr' the second term gIves the sliding distance Ss' Speed 1'1 at the instant of :-liding is supplied by solYing for r th!, equation

A .i.:K G

,urAv) Ilb(V)

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RAILWAY BRAKE·GEAR DESIGS In" PIWBABIUTY THEOHY

--

~.

t'-.

,

'"

'"

.~:~.

;C 20

.

---

Fig. 3

123

deriypd from the condition

,ubI:

K = ,urrG (see Fig. 1), provided A is constant.

This equation can he solved numerically after suhstituting the relationship for tht· frict ion coefficients.

The t\\"o terms of the basic stopping distance can he treated computeri- allY identically. E.g. the i'olution for thA first term is:

Klwrp: gn (/n - tb' bb'

(/h' bo-Cb are coefficients in the formula for the friction coefficient iI/>·

ThA;;;!' relations with parameter i = constant permit an Aasy calculation of

t lw stopping distance.

Since. however. the friction coefficients aT!' random yariables. then., are at least t,,-o problAms to he cleared:

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124 Gl-. SOSTARICS-I. ZOBORY

1. What is the distribution of the three friction coefficients affecting the braking process and whether these distributions are affected by any of the variables of important for braking (e.g. the momentary speed of the vehicle).

2. Is there any correlation between the three friction coefficients as random variables or they are quite independent from each other.

To answer thoroughly both questions, a lengthy investigation is required.

According to the evaluation of the experimental results achieved at the Insti- tute of Automotive Engineering of the Technical University, Budapest, friction coefficient fib shows a normal (Gaussian) distribution "while the standard deviations are not quite equal in different phases of the braking process.

No :;ufficient stati"tical information is available on the closer or looser connection between the three friction coefficients. Informatively, the weather factor, decisive for the braking process, affects identically all three friction coefficients. But thi" problem still awaits to he cleared.

A s a first approximation to this problem, calculations assume normal distribution of each of the three friction coefficients of constant standard deviation for each coefficient and a strict functional relationship hetw('t'n theIll.

The procedure invoh-es the following particulars: Half-length of scatter fields VI corresponding to 30' of all the thrl'e friction coefficients were divided into m parts. After chosing parameter i. the random characteristics wel't~

calculated with values helonging to i of the density functions of the three friction coefficients.

Namely. plotting the realized value triads of the random variables ,U h•

fhrJ' Prs on axes of a spatial orthogonal coordinate system. in a general case.

the end points of the vector,. determined by the coordinate triads form a dis- crete set of points around the vector of expected values f-/Ob' florr and ,IIOrs (Fig. 4). But applying the ahoyc-mentioned simplifying conditions, the point:;

are aligned on the straight line e in dash-and-dot line. In terms of probability theory: the thre(' dimensional distribution is taken into consideration a:;;

(,oll('t~ntrated on the straight line i' as a limit case.

Applying the described method to calculate the stopping distance, using a parameter i constant. it is found to vary vs. braking ratio according to the curve in continuous line in Fig. 5. On tht' stopping distance diagram three characteristic point:;; can be marked out.

The sliding of whecls occurs at point A (just at the moment of stopping), while for braking ratios to the left ±'Tom point A the total stopping distance is covered by pure rolling (without slide). For braking ratios between A and B the wheel is still rolling at the beginning of braking but it is sliding at the end of braking. The stopping distance between A and B can be diyided into

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RAILWAY BRAKE·GEAR DESIGS BY PROBABlLI1T THEORY

2se ,

3 Cl - 2001.

.'rnax = ccn.st :; cons:

Fig. 4

" i3 25 .:- 150 i \

20 .;.

~ 5 100 T

T

1.0

T

0.5

T

i

t

50 -L I i i

'1"','

f-t

limit curve I

L-of_r_O_lIi_n

9_-:->l/ /

L

Fig . .5

125

A ('I,)

two sections. coYered by rolling and sliding. The stopping distance diagram has a minimum at C. Up to C, the stopping distance decreases with increasing design hraking ratio, it increases between Band C, and heyond point B it is constant. The curve connecting points A for different i values is the limit CZtrve of rolling, the curve connecting points B is the limit curve of the total sliding, while the curye connecting points C represents the curve of the mi- nimum stopping distances.

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126 GY.";OSTAHIC...;.-1. ZOBORY

S ;m 250

V:'no);::: 50 km/h

l::-r,:~ :;:.T.'e

)7 i8!li:!f:; (So;

10D+

50~---~---'--~----~----~---"---~---?

60

Fig. 6

Calculating stopping distance~ with friction coefficient comtants ill Table L with different parameters i and assuming L'max

=

60 kmJh as initial speed yields the set of curves in Fig. 6. Taking a fixed braking ratio A, th ..

density function f(S) and the distribution function F(S) of the stopping distance as a random yariable. as well as it1' stati;;tical paral1let\~r:" can J)P determined (Fig. 7).

S* on the limit curye of rolling is the stopping distancp for thp ChOSt~ll braking ratio. where the wheels just start sliding at the momt'nt of stopping.

For this stopping distance, the probability of sliding can lw marked on tll!"

distribution CUlTt': R(S*) = I F(S*). And specifying a stopping distanc\' So. the probability F( S 0) of keeping this fixed stopping distance can l){' deter- mined at So of tht' same distrihution curvE'. Both the R(S*) and F(So) nllw'"

can bt' calculated as a function of the design hraking ratio. to yield tht' diagram in Fig. 8. The param(>tf'r of curves F(So) is the spE'eified stopping distanct'.

The two dominant propertiE's of this St't of curves are the following:

I. With increasing design braking ratio the probability of keeping tll(' spE'cified st opping distance is first increasing, then. owing to the increasingly more a(b:erse E'ffE'et of sliding. it is ch'creasing. At the

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'~'.J

RAILWAY BRAKE-GEAR DESIGS IlY PROfHBILTTY THEORY

F%jF

-,CC .,.-'---.-r----~ ... - - - - so

70

50

':'0 30

10

v = const .6..= const

F [Ss) (the p:obGbrlcty' of keeping trl€ s~ec\fiec:

stopping dis tanee So !

(Sto;:;~ing eis-tance GSsoc!G:ec sliding ::t the ~:O;"'i';e,;: prior tc

Fig. 7

S '1',)

~ _____ ..£)2~

120 130 1l.C.

Fig. 8

127

(10)

128 CY. SOSTARIC:;-l. ZORORY

vicinity of curve peaks - in a rather wide interval of hraking ratios - the prohability yalue little changes. But the constancy intervals decrease with shorter stopping distances.

2. The specified stopping distances belong to two categories. namely those in a certain interval of braking ratios the specified ,;topping distance can he kept practically at 100% probability (referred to the +3a range of the reference normal distribution) this limit is ahout

120 i l l in Fig. 7; and those where the probahility of keeping the

stopping distance is belo"w 100% for any A.

3. Brake design method hased on the prohability of sliding and of keeping the specified. stopping distance

Assuming a glyen specified stopping distance 50' three cases of the rela- tive location of cnryes R(S*) and F(5o) in Fig. 7 can be distinguished (Figs 9/1. 9/2, 9/3).

1. For a practically zero probahility of sliding the specified stopping distance can he kept at practically 100% probahility. This casc is that of lo"w-speed vehicles, 'with no probII.'I11 in brake engineering.

The design braking ratio can he anywhere within the interval in thick

C1stonCE

911 +100%

I !

A 9/2 +'00%

52

~

A 9/3 iOOe/c

A Fig. ()

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lUlL/FAY BRAKE·GEAR DESIG.'· BY l'ROBAlllLIT1- THEORY 129

line. in limit case it is Al involving stopping distance SI. SI is called the design upper limit stopping distance.

2. TIlt' specified stopping distance can still bp kept at practically 100%

probability. but already sliding has a probability shown in the figure in the braking sf'ction just prior to stopping. In this case, likelihood and admissibility of service problems (damages) have to be considered.

There are three possihle ways of solution:

a) Application of more complex brake-gear (e.g. rapid brake or anti- skid device) shifting the curves R(S*) and F(So) to a more favourable position.

b) Reduction of A to reduce also the probability of sliding. But in this case the specified ~topping distance cannot b(' b'pt at 100%, probahility.

c) Specifying a longer basic stopping distance. In the limit case tht>

braking ratio corresponding to point A ~ is obtained, which involves a stopping distance S 2 which can still be kept practically at 100~() probability. Stopping distance 82 is called the design lower limit stopping distance.

3. The specified stopping distance cannot be kept at 100% probability and also sliding has a considerahk probahility. Of course, this case is to be avoided from brake operation aspect. so in this case more complex, high-power brakes should hp uSf'd. Thi~ is the brake-design problem of high-speed vphicles.

The design limit stopping distances 81 and 52 can be considered as tht>

extension of the notion of the theoretieal limit stopping distance [1] to the field of brake-gear design. But the two dei'ign limit stopping distances depend on much more variables than does the original limit stopping distance. Their calculation permits to outline the scope of brake enginecring possibilities availahle in the given case.

The values of 51 and S2 calculated under simplifying conditions are shown in Fig. 10 vs. the initial vehicle speed where the cm·ve of the limit stopping distance [1] is plotted in dash-and-dot line completed "with its scatter field ! 30".

At last let us note that often the value of the design braking ratio consid- ered as favourable should he chosen from a determined interval. In practical cases the probability of keeping the specified stopping distance increases with increasing braking ratios, hut at the same time the risk of sliding increases.

An aspect of setting the limits to the favourable braking ratio is the existence of a critical value of sliding speed VI ahove that important damage (e.g. wheel flattening to be repaired hy turning) arises. It is also to be considered what rcsen·es are included in the specified stopping distance for the case of unex-

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130 GY . . 'USTARl<;."--·J. ZUIU)[{)

'CO

se ss

Fig. 10

pected e\·ent~. Setting a range of favourable parameters is conditioned hy a close co-operation hetween the designer and the upkeeper, and by careful comideration of brake engineE'ring phenomena.

Smnmary

\Vhen designing the brake-gear of railway yehicles the design braking ratio at th"

maximum brake ~yli;der pressure ~ must be dete~mined. \Vith incre";;.sing braking ratio also the effectivenesi' of brake-gear increases hut this increase is limited by wheel sliding. The harmonization of the contra~dictory demands is complicated by the stocha"sticity of the f;iction coefficients. This study approaches the solution of this problem by means of the method;; of the probability theory. Setting out from the probability distributions of the friction coefficients.

the probability of keeping the specified stopping distance, and that of the wheel sliding can be determined a" a function of the braking ratio. On the basis of the relative position of the t wo probability curves yielded, the practical value of the braking ratio can be set Oll t. The design procedure outlined can be improved for the area of more difficult break-gear system,..

hut a deeper digging out of the statistical propertie;; of the characteristic friction coefficients fin.t of all by means of measurements - is required.

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lUILW.1Y BRAKE·GEAll DESIC:S BY PROBABILITY THEORY 131

References

1. HELLER, Gv.: Braking theory of railway vehicles. * Lecture notes. Tankonyvkiad6. Buda-

pest 1954 ~ .

2. HELLER, Gy.: Railway braking.* Lecture notes. Tankonyvkiad6. Budapest 1962

3. KRAGELSZKIJ. 1. V.-VINOGRADOYA, 1. E.: Frictional coefficient.* :VfUszaki Konvvkiad6.

Budapest 1961 .

,1. HAL.~SZ, G.-1URIALIGETI, J.-ZOBOItY, 1.: Statistical methods in engineering practice.*

Lecture notes. Tankonyvkiad6. Budapest 1975 (11TI 5028)

5. YAJDA, J.-ZOBORY, I.: Laboratory investigation of braking characteristics of cast·iron brake-shoes used by railways in Europe. Per. Poly tech. Transp. Eng. Vo1. 7. ::'-To. 2.

pp. 127 -137 (1979) In Hungarian

Dr. GyOl'gy , SOSTARICS } - T H-1-')1 B d ~

'J'" U alw"t Dr. Istvan ZOBORY

4 P. P. Transport 9/2, 1981

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