Why Railroads Don't Need Expansion Joints

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One of the most common attributes folks imagine  when they think of trains is the clickety-clack   sound they make as they roll down the tracks.  The thing is, most trains don’t make that sound   anymore. Or really, I should say, most rails  don’t make that sound anymore. Trains are   still pretty clickety-clacky, but they’re far  less so than they used to be. And here’s why:   those rhythmic clicks and clacks came from  joints in the tracks. Those joints were a solution to a transportation problem: you can only roll out a length of rail so long before   it gets difficult to move them around. It’s  easier to have short segments of rail that   can be bolted together in place. But, they  were also a solution to a thermal problem. You might be familiar with the idea of an  expansion joint: a gap in a sidewalk or   handrail or bridge deck or building meant to  give a structure room to expand or contract   from changes in temperature. I actually made a  video on that topic a few years back. The joints   on railroads were bridged by fish plates,  but with a gap, so on hot days, the rail   would have room to grow. But look for a joint on  modern railway, and you might have a hard time. We’re in the middle of a deep dive series on  railway engineering, so don’t forget to check   out the other videos after this one. A lot of new  track these days uses continuous welded rail or   CWR that eliminates most joints. Large structures  subjected to swings in temperature that don’t   account for thermal expansion and contraction  can run into serious problems or even fail. So   how do modern railways get away with it? I have  a bunch of demonstrations to show you. I’m Grady,   and this is Practical Engineering. Today  we’re talking about continuous welded rail. As much as I enjoy a good conspiracy, the  railroad companies don’t have access to some   kind of special steel that doesn’t expand or  contract. Rails really do experience thermal   contraction and expansion. In the US, they would  be installed in roughly 39-foot sections. In   general, tracks would be laid out so that on  the hottest days, the gap between sections   would just barely close. But, this style of  jointed rail (although it solved some of the   practical problems of railroad construction)  had some serious drawbacks, too. First,   it was noisy! The famous clickety-clack of  railroads was caused by each wheel passing   over each joint on the track. I’m a simple man.  I grew up listening to that clickety clack,   or as they say in Korean, “chikchikpokpok”.  It brings a certain nostalgia. But when you   consider how long a train is, and the fact  that most cars have at least eight wheels,   and that train journeys can be hundreds of  miles long, that’s a lot of clicks and clacks. The railroad companies might say too many, because  noise is just a symptom. Each time a wheel clacks   over a joint in the rail, that impact batters  the steel, eventually wearing it down at each   location. Try as they might, railroads could  never make these joints quite as rigid as the   rest of the rail, meaning that (in addition to  the extra wear) they would create additional   load on the ballast below, and the flexing  would cause freight cars to rock side-to-side   in a phenomenon called rock and roll. All this  creates a maintenance headache, increasing the   cost of keeping railroads in service. And it’s why  most modern railroads use continuous welded rail:   it’s a huge reduction in the maintenance costs  associated with the wear and tear from joints.   In CWR, rail segments are welded together using  electric flash butt welding, arc welding, or in   some cases, THERMITE welding. These welds have  much higher stiffness than the old joints and,   of course, are ground smooth, so they lack  clickety clacks. But they still expand and   contract with changes in temperature like most  materials do. Let me show you how this works. I’ve set up an aluminum rod on the  workbench with one end clamped down   and the other free to move. I put a dial  indicator at the end so we can observe even   tiny changes in the length of the rod.  You can see on the thermal camera that   we’re already starting at a fairly warm  temperature; that’s Texas for you. But,   rather than wait for the weather to get even  warmer, I’ll speed things up with my sunny day simulator. Notice the dial on the indicator  climbing steadily as the heat is applied. This is an example of unrestricted thermal  expansion. That just means nothing is keeping   the rod from growing under the increase  in temperature. And, engineers can predict   the change in length from most materials  with a pretty simple formula. Multiply the   difference in starting and ending temperatures by  a coefficient of thermal expansion that’s easy to   look up in a table. This aluminum rod expands  by about 0.002% for every degree celsius it   increases in temperature. Steel is about half  that. Structures like bridges with expansion   joints and jointed rail are designed to allow  unrestricted thermal expansion. When the hot day   comes, the materials expand into the gap. That’s  usually a good thing. The structure doesn’t build   up stress and stress is what breaks things. But,  part of the reason CWR can get away from expansion   joints is that changes in temperature aren’t the  only way to change the dimensions of a material. I’ve set up another demo using that same  aluminum rod. This time I put it inside   this length of pipe and put a nut and washer on  both sides. I put the dial indicator on the end,   just like before. Now, watch what happens when I  turn one of the nuts. Well, if you’re not careful,   the whole rod twists. But if you can keep the  rod centered in the pipe, and the nut on the   other end from twisting, you can see the dial  indicator registering the rod getting longer.   There’s no change in temperature here; this is a  totally different phenomenon: elastic deformation.   Turning this nut applies a tension force to  the rod, and it stretches out in response. Just as all materials have a mostly linear  relationship between temperature change   and length change, all materials also have a  similar relationship between stress and change   in length (often called strain). If you stress  a metal too far, it will undergo a permanent   (or plastic) deformation. But within a certain  range, the behavior is elastic. It will return   to its original length if the stress is removed.  And just like the slope of the line for thermal   expansion is the thermal coefficient, the slope  of the elastic part of a stress/strain curve   is called the elastic modulus. And this is  part of the secret to continuous welded rail:   restrained thermal expansion. You can overcome one  with the other. Let me show you a demonstration. Here you can see me using a hydraulic press in a  way that’s not exactly how it was designed. First,   I get this iron pipe set up in the press with  enough pressure to hold it tight between the   cylinder and table, about 3 tons. Then I heat up  the pipe with the sunny day simulator. What do you   think will happen? Will the hydraulic press break  as the steel expands, or something else? Well,   it wasn’t quite as dramatic as I was hoping,  but that little movement in the gauge still   corresponds to about a quarter of a ton of  additional force in the hydraulic cylinder.   You can kind of think of this in two separate  steps: the steel expanded from the heat,   but then the additional force from the hydraulic  press unexpanded it back to its original size. The   thermal and elastic deformations canceled each  other out and the pipe stayed the same size. In   reality, the force required to counteract thermal  expansion should have been more than that, so I   think the frame of my hydraulic press wasn’t quite  stiff enough to hold the ends perfectly rigid. But   you still get the point: you can trade temperature  changes for stress and keep the material from   changing in size. With a little recreational  math, we can combine the two equations to   get a single one that gives you the stress in a  restricted material from a change in temperature. So that’s just what railroads with CWR do:  they connect the rail at each tie to hold   it tight and restrict its movement, allowing it  to build up tensile or compressive stress as its   temperature changes. Of course, too much stress  can fail a material, but steel can handle quite   a bit before it gets close to that. Railway  here in Texas can range in temperature from   below freezing to over 100 degrees F or 40 C.  That means every mile of steel wants to be more   than 2 feet longer on the hot days than the  cold ones. In metric, every kilometer of rail   would expand by roughly half a meter, if it wasn’t  restrained. Using the formula we developed here,   we can see that fully restraining the rail  across that temperature range results in a   stress of about 15,000 psi or 100 megapascals, way  below the tensile or compressive strength of any   modern steel, especially the fancy alloys they  use these days. But it’s not quite that simple,   particularly for compression. Just because a  material has a high compressive strength (and   steel does), that doesn’t mean it won’t fail under  compressive loading. Let me show you another demo. We’re back to the aluminum rod, but this time  I clamped both ends to create a restricted   condition. Now watch what happens when I apply the  blowtorch. Our equation says the rod should build   up stress so that the elastic strain is equal  to the thermal expansion. But that’s not what   happens. Instead, the rod just deflects sideways,  an effect known as buckling. Even though aluminum   is relatively strong under compression, the long  skinny shape of the rod (just like the rails on   tracks) is particularly prone to buckling.  Obviously, if a rail buckles on a hot day,   it’s a pretty serious problem. The material  itself doesn’t fail, but the track does fail   at being a railway since trains need rails  to be precisely spaced without crazy curves.   Many train derailments have happened because a  continuous welded rail got too hot and buckled,   an effect colloquially known as sun kink.  So railroad owners have to be really careful   about compressive stress in a rail, and in the US,  safety regulations require them to follow detailed   procedures for installing, adjusting, inspecting,  and maintaining continuous welded rail. One of   the tricks they use to manage buckling is adding  restraint. I’ve got one more formula and one more   demo for you. The formula for the critical force  required to buckle a structural member like this   is pretty simple. Notice that the force goes  up in inverse relation to the length of the   structural member squared. This is much clearer in  a demonstration. I have a length of welding wire,   and I can apply a force with my finger that  is measured by the scale. You can see it takes   about 375 grams to buckle the rod. But watch  what happens when I restrain the rod at the   centerpoint, effectively halving its length.  I can still buckle it, but it takes a lot more   force from my finger. It happens right around  1500 grams, exactly what is predicted by the   formula. Halve the length, quadruple the critical  force for buckling. The spacing of railroad ties   is really important because it affects whether or  not a rail will buckle under thermal stress. And   one of the most important jobs of all that  crushed rock, called ballast, is to hold   the ties in place and keep them from sliding  horizontally and allowing the rail to buckle. The other way railroads use to manage buckling is,  I think, the most clever: just keeping rails from   undergoing compression at all. Any continuous  welded rail has a neutral temperature which is   essentially the temperature it was the day  it was installed. It’s the temperature at   which the rail experiences no stress at all.  If it’s colder than the neutral temperature,   the rail experiences tensile stress, and if  it’s hotter than the neutral temperature,   the rail experiences compressive stress. The  secret is that railroads use a really high   neutral temperature to ensure the rail  almost never undergoes compression.   The Central Florida Rail Corridor has a neutral  temperature of 105 F or just over 40 C. They   only install rail on hot days, and if they  can’t do that, they use heaters to bring the   temperature up. And if they can’t do that, they  use massive hydraulic jacks to induce enormous   tensile forces in the rails before they’re welded  together. On cold days when stresses are highest,   they have to go out and inspect the rails  to make sure they haven’t pulled apart,   but a small break in a rail is nothing compared  to a buckled track when it comes to the risk of   derailment, so it just makes sense to use as high  a neutral temperature as you can get away with. Of course, you always get to the end of  a continuously welded section at a bridge   or older length of jointed rail. To keep  the CWR from buckling at these locations,   you need something more than a small gap.  Instead, expansion joints on rails (sometimes   called breathers) use diagonal tapers.  This oblique joint allows train wheels   to transition smoothly from one section of rail  to another while still leaving enough room for   thermal movement. And joints are also needed to  break up the electrical circuits used for grade   crossings and signals. So railroads often use  stiff plates surrounded by insulation material   to electrically isolate two sections of rail  while keeping it stable in the field. We’ll   cover track circuits in a future video  of this series on railway engineering. Even with its challenges, continuous  welded rail extends the life of rails   and wheels and makes for a much smoother  and quieter ride. Even if you’re nostalgic   for the soothing clickety-clack  of jointed rail, it’s comforting   to know that railways are continuously  innovating with continuous welded rail. This video had quite a bit of math to explain  what goes into designing railways for thermal   effects. I do my best to stay out of the weeds  when it comes to formulas and equations, but I   do like to give you a peek behind the curtain  and show what engineers actually do sometimes.   I don’t want anyone to feel intimidated, but  the truth is that even simple math and algebra   form the basis of engineering, and if you want to  understand the topics that I cover more deeply,   knowing a bit of math will take you a long  way. Today’s sponsor Brilliant.org makes   that not only really easy, but also free, with  fun and interactive lessons from the basics to   really advanced topics. Brilliant has been  sponsoring Practical Engineering videos for   six years now. It’s the longest partnership I  have. And I think the biggest reason for that   is people watching this channel just keep finding  value in learning new things in this interactive   way. That and they keep adding new lessons every  month. 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Channel: Practical Engineering
Views: 2,659,486
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Length: 15min 53sec (953 seconds)
Published: Tue Dec 05 2023
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