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Kelvin Lam
Analysis on Pantographs –
Pantograph and Traction Control
Introduction to electric tractions
Summer 2015
19/10/2015 1
Content
1 - Pantograph & Traction Control
1. Introduction
2. Design of Pantograph
3. Working Principle
4. System Interface
2 – Pantograph Safety
5. Safety & Fatigue Evaluation
6. Qualitative Standards of Pantograph
19/10/2015 2
Analysis on Pantographs –
Pantograph and Traction Control
19/10/2015 3
Pantographs & Traction Control
19/10/2015 4
Introduction
19/10/2015 5
Introduction
i. Introduction to Traction Power System
ii. Introduction to Pantograph
iii. Categorisation of pantographs
19/10/2015 6
Introduction to Traction Power System
• The advancement in electric systems provided
trains with enhanced performance.
• Pivotal for commuter services: short dwell time,
rapid acceleration, ideal for quasi-high speed use.
• Lack of fuel storage: a method to transport and
deliver energy to electric-powered trains are
needed.
19/10/2015 7
Rigid rail conductor
• Third Rail System
• Fourth Rail System
• Ground Level Supply
• Guide bar (for rubber
tyres system)
Overhead Lines (OHL)
• Catenary
• Rigid Conductor
19/10/2015 8
Introduction to Traction Power System
Rigid rail conductor
• Third Rail System
• Fourth Rail System
• Ground Level Supply
• Guide bar (for rubber
tyres system)
3rd / 4th Rail
• Used in lower speed railways,
frequently in metro services.
• Direct Current (DC) Supplies
only due to skin effect.
• Proximity to passengers:
usually electrified to 750 volts.
• Current obtained from
lower/upper contact shoe.
• Stray voltage with ground:
frequent corrosion due to
chemical electrolysis.
• Skeptical to flooding/snow
(arcing).
19/10/2015 9
Introduction to Traction Power System
Schematic diagram of Third Rail
and Contact Shoe.
A Contact Shoe.
19/10/2015 10
A London Underground driver
placing a safety Short Circuit
Device on 4th Rail after shutting
traction current. Source: “Live
or Dead” video.
Third Rail
system.
19/10/2015 11
Rigid rail conductor
• Third Rail System
• Fourth Rail System
• Ground Level Supply
• Guide bar (for rubber
tyres system)
Ground Level Supply
• “L'alimentation par le sol”
• Used in urban trams to avoid
scenary implications caused by
OHLs.
• Remove fatal hazards of 3rd/4th
Rail.
• Conventionally 10 metres of live
track with 3 metres of “neutral
zones”.
• Trams have 2 shoes, and
electrically energise tracks when
traction current is required.
19/10/2015 12
Introduction to Traction Power System
Rigid rail conductor
• Third Rail System
• Fourth Rail System
• Ground Level Supply
• Guide bar (for rubber
tyres system)
Guide Bar
• Typically used in smaller
scales, i.e. People Movers or
Rubber Metros.
• Same as 4th Rail principle –
rubber tyres do not offer an
earthing route.
19/10/2015 13
Introduction to Traction Power System
Overhead Lines (OHL)
• Catenary
• Rigid Conductor
Catenary
• Power line placed above
rolling stocks; current collected
by pantographs.
• Power transmission can be
transmitted either DC/AC
(discussed later).
• Suitable for high speed
application.
19/10/2015 14
Introduction to Traction Power System
Overhead Lines (OHL)
• Catenary
• Rigid Conductor
Catenary
• OHL lines held by mechanical
tension – both pantograph
pushing force and by lineside
mechanical tensioner.
• Clearance problem: higher
infrastructure construction
cost; lack of clearance for
double-decker carriages.
19/10/2015 15
Introduction to Traction Power System
Schematic diagram of a typical
overhead catenary system.
Zig-zag OHL is
designed to reduce
pantograph carbon strip
wear.
19/10/2015 16
Mast. The red circles show
ceramic insulators.
Mechanical tensioner
hanged next to a mast.
19/10/2015 17
Overhead Lines (OHL)
• Catenary
• Rigid Conductor
Rigid Conductor
• Resistivity of metal, which is a
physical attribute, cannot be
changed.
• To reduce resistance we increase
diameter of wire.
• Efficient DC transmission, inefficient
for AC due to skin effect.
• Higher structural integrity required
due to increased weight.
• Higher wear for pantograph.
19/10/2015 18
Introduction to Traction Power System
Direct Current (DC)
• 600V
• 750V
• 1,500V
• 3,000V
Alternating Current (AC)
• 15 kV Single Phase (50Hz)
• 25 kV Single Phase (50Hz)
• 50 kV Single Phase
• 3000V Three Phase (16-50Hz)
(mountain railways only)
19/10/2015 19
(Conventional)
Choices of traction
current:
Introduction to Traction Power System
 Factors in consideration:
 Efficiency & Energy Loss (per kilometre)
 Infrastructure cost:
(Extra clearance; number of transformer substation per
electrified section; neutral zones)
 Electromagnetic Compatibility (EMC)
 Synonymous motor (for terrain railways) uses a 3-phase
supply, but speed control compromised.
 Stray voltage problem present in DC Power Supplies.
19/10/2015 20
Introduction to Traction Power System
Electric potential is
induced around a
grounded conductor. As
distance increases
moderately potential
reduces, thus a potential
difference is caused,
a.k.a. stray voltage.
A e.m.f. is said to have formed
when a stray voltage is
observed. This catalyse the
electrolysis of the permanent
way, accelerating its corrosion.
“Cathodic corrosion of railways”
19/10/2015 21
A ‘neutral zone’ lineside
sign. A neutral zone is to
separate power supplies
of different phases; to
avoid harmonic and
unsynchronized
crashes. Only applicable
in AC.
A Section Insulator in a DC Supply
railway. Analogous to neutral zones
of AC railways to prevent harmonic
crashes.
19/10/2015 22
• Atmospheric clearances should be maintained when OHLE
are used.
• From BS EN 50119 (discussed later in Part II):
• Table outlining clearances is attached below:
• * Maximum value from static and dynamic clearances are
taken for justification reason
19/10/2015 23
DC 600V 100mm
DC 750V 100mm
DC 1500V 100mm
DC 3000V 150mm
AC 15kV 150mm
AC 25kV 270mm
Introduction to Traction Power System
• In AC traction system, differing potentials caused by phase should
be separated accordingly.
• * Maximum value from static and dynamic clearances are taken for
justification reason
19/10/2015 24
Nominal
Voltage
Phase
difference
(deg)
Relative
Voltage
Clearance
15 kV 120 26 kV 260
15 kV 180 30 kV 300
25 kV 120 43.3 kV 400
25 kV 180 50 kV 540
Introduction to Traction Power System
Introduction to Pantograph
• A conducting arm extending above the rolling stock, collecting
traction current from OHL system.
• Three broad classifications:
I. Bow collector (now obselete)
II. Trolley Pole
III. Pantograph
19/10/2015 25
19/10/2015 26
Introduction to Pantograph
• Trolley Pole:
• An extended arm with revolving conductive wheel, rolls below the
OHL wire.
• Low-speed application.
• Chances of “following the wrong wire” at junction.
• Unidirectional only – requires rotating.
19/10/2015 27
Introduction to Pantograph
• Pantograph:
• Folding, mechanical arm pushes against the OHL wire to maintain
un-intermittent traction current supply.
• Expensive and difficult to construct.
• Bi-directional.
• Suitable for higher speed application.
19/10/2015 28
Categorisation of Pantographs
• Single-arm
Lighter and simpler design.
• Double-arm
Heavier but more forgiving to faults; less aerodynamic for
high-speed usage.
• Wing (T-) shaped
Together to shrouds, designed using F1 technologies to
reduce vortex and associated noise. Very high cost to
manufacture and maintain and are retired.
19/10/2015 29
A single-arm pantograph from
Odakyu Railway Series 3000.
A double-arm pantograph from
Series 0 Shinkansen trainset.
19/10/2015 30
Wing-shaped
pantograph from Series
500 Shinkansen trainset.
19/10/2015 31
Categorisation of Pantographs
• Shrouding
• Given that fluid always have viscous properties, as skin drag
develops.
• Trains travelling faster will increase Reynold’s number; an
appreciable boundary layer is developed. High-speed trains
have higher aerodynamic impacts.
• Boundary layer develops, producing noise and unnecessary
tractive longitudinal resistance.
• With shrouding we create a non-slip boundary condition
around pantograph, keeping unwanted noise to minimum.
19/10/2015 32
Shrouding
around
pantograph
from N700
tilting
Shinkansen
trainset.
Boundary Layer Theory: as
fluid transverse upon a
surface, the contacting
particles retard, and
subsequent layers slower.
Above the transition point a
different physical layer –
boundary layer is formed. The
flow transited from laminar to
turbulent and drag increases
egregiously.
19/10/2015 33
Similar ideas in aircrafts – winglets.
19/10/2015 34
CFD (Computational Fluid Dynamics) and FEM (Finite Element Method) analysis
on pantograph shrouding travelling at 350 km/h. Image extracted from a
Chinese academic publication. (Wang et al.)
19/10/2015 35
Design of Pantographs
19/10/2015 36
Design of Pantograph
19/10/2015 37
Design of Pantograph
1. Pan Head
A Carbon strip that acts as a
conductive, dry lubricant. The
contact surface between rolling
stock and OHL wires.
2. Upper Arm
3. Lower Arm
Pivot support of the pan head.
4. Damper Assembly
Offers improved control for pan
rising/dropping than solely
using compressed air.
19/10/2015 38
Design of Pantograph
5. Air Cylinder
Acting like a piston-cylinder.
Compressed air pushes the
piston, hence extending the
piston rod to raise pantograph;
vice versa for pan drop.
6. Raising/Counterbalance Spring
Provides pantograph articulation
against vibrations and
harmonics.
10. Base Frame
Base of the pantograph assembly.
19/10/2015 39
1. Carbon Carrier
Conductive platform
where carbon strip is
housed.
4. 25kV Ceramic
Insulator
A highly insulated
material to isolate car
body from high voltage.
5. Raising Spring
To provide actuator
effort to the lower arm, in
addition to piston power.
19/10/2015 40
Design of Pantograph
8. Air Feed Insulator
An insulative, solid state
device that allows gas to
be bled into the cylinder.
19/10/2015 41
Design of Pantograph
3. Foot Insulator
Insulative support that secures
the pantograph assembly on the
roof of the rolling stock.
19/10/2015 42
Design of Pantograph
• In high speed trains, where
dynamic behaviour could be
dominant:
• Conventional gas power may
not be able to keep pantograph
in contact with OHL wires.
• Rather, aerodynamic effect ∝
velocity2 .
• We exploit aero-behaviour to
maximise contact.
19/10/2015 43
A Brecknell-Wills high speed pantograph on
board a Thai Siemens Class 360 Desiro. The
use of aerofoil generates lift above the chord
line therein propelling pantograph upwards
against the OHL.
Design of Pantograph
Structural Design of Pantographs
• ‘Pantograph’ is a word
with Greek roots,
meaning ‘every write’.
• Structure with
mechanical linkage so
it works by forming a
parallelogram.
• Modern pantograph
principle is derived
from a linked support
structures called
“Scissors
mechanism”.
19/10/2015 44
Structural Design of Pantographs
• The height adjustment
is achieved by the
horizontal displacement
motion in the x-axis of
the actuator.
• As force is applied, it is
transferred to the truss.
• Causing elongation to
the crossing pattern.
• May be thought as
‘conversation of area’.
• The diagram
represents a perfect
model for trusses of the
same length.
19/10/2015 45
Structural Design of Pantographs
19/10/2015 46
Structural Design of Pantographs
• However, if we
consider insulative
gauge of the OHLE
system.
• It is evident that a
scissors structure must
be elongated vertically
to maintain
atmospheric
separation.
• We ‘may be’ able to
achieve it by simply
lengthening one of the
top truss.
19/10/2015 47
Structural Design of Pantographs
• Every 1cm that A
moves up, W will move
up 3 cm.
• Mechanical Advantage
increases as = 1:3.
• However…
• With increased bending
moments extending
towards the weight, the
bending stress will
inevitably cause beam
deflection.
“Euler-Bernoulli beam
theory”
19/10/2015 48
Structural Design of Pantographs
• Single-arm pantograph
are used nowadays as
it offer greater
leverage.
• It is important to
understand the speed
requirement of
pantograph concerned.
• Extra speed incur extra
forces, so
reinforcements
required.
19/10/2015 49
“One-truss” configuration
can save weight but may
not offer appreciation
torsional resistance.
Working Principles
19/10/2015 50
Working Principle
i. Operator POV
ii. Mechanism POV
19/10/2015 51
Operator POV
• The train operator (TO) (a.k.a. train driver) raises the pantograph via
the TMS (Train Management System) onboard the driving cab.
• This is done after the ‘sweep’ checks along the exterior and interior
of the train is done.
• With TMS a TO can isolate individual pantograph-at-fault.
• Alternatively, some older trains will contain ‘PAN UP’ and ‘PAN
DOWN’ buttons.
19/10/2015 52
Operator POV
19/10/2015 53
“Cockpit” of a
SP1950
trainset. Red
circle denotes
TMS screen.
Driving Cab of a
BREL Class 315.
Red Circle
denotes
‘PANTOGRAPH
UP/RESET’
button.
Operator POV
19/10/2015 54
Operator POV
• In some dual-voltage system, the TO has to manually set
which traction current the train will run on.
• Failing to do so may cause serious consequence to
trainborne equipment as the correct current cannot be
transformed and achieved.
• These trains are called “multi-system locomotive/electric
multiple unit”.
19/10/2015 55
Driving Cab of a dual-
voltage BREL Class 313
EMU. The red circle
highlighted the two
switches for 25kV AC
Pantograph & 750V DC
Shoe Gear.
Reseau-Duplex high
speed locomotive are tri-
current, making them
suitable for use in
French, German and
Swiss high-speed rail
network.
19/10/2015 56
Mechanism POV
• Starting from low, folded position:
1. The compressed air is fed into the operating cylinder.
2. Control link extends, moving a slotted rod in between the
piston link and pivot arm.
3. Spring originally in stretched position moves, offering extra
pivot moment.
4. Spring contracts, leverage causes collector head to rise and
make contact with OHLE.
19/10/2015 57
System Interface
19/10/2015 58
System Interface
i. Traction Control
ii. Neutral Zones
iii. Auxiliary Power Supplies
iv. Electromagnetic interferences
19/10/2015 59
Traction Control
19/10/2015 60
Evolution of electrical systems
• World’s first electric locomotive
was built by Werner von
Siemens in 1866.
• Powered by 150V DC third
insulated rail.
• Similar trains can be found in
Volk’s Electric Railway, the
oldest electric railway still in
operation.
19/10/2015 61
Volk’s Electric Railway, Brighton, United Kingdom.
The VER No. 8 train is built in 1901, powered by a Compagnie Electrique Belge
8 hp DC Motor. The railway is electrified in offset 3rd rail 110V.
19/10/2015 62
Resistor Control
• Before the introduction of electrical controls, mechanical
systems were used to control trains.
• Bank of (series of) resistors were switched on/off to alter
current flowing into the motor, hence controlling motor speed.
• In EMUs a ‘cam shaft’, driven by a (pneumatic) motor
operates the shaft, and it then switches respective resistors
on/off to control the traction current – known as Camshaft.
19/10/2015 63
Simple illustration of a
camshaft controller.
Camshaft controller of a
SEPTA BSS B-IV train.
Source:
http://prr4ever.blogspot.hk/
19/10/2015 64
Camshaft
• The camshaft makes and
breaks electrical contacts
consecutively in response of
TO’s throttle handle.
• In DC propulsion, motor
velocity = f(voltage)
• Camshaft itself is powered by a
smaller motor in a relay circuit.
• Between electric contacts arc
breakers break any ‘incorrect’
under-loaded electric arcs.
• An analogue of today’s
electronics.
19/10/2015 65
• After experiments and trials
after WWII, 25kV AC OHLE
became the standard for
future higher speed railways.
• AC traction system was not
previously introduced due to
lack of high-power rectifiers
(mercury-arc).
• Unstable AC motors – it does
not offer the appropriate
tractive characteristics
(speed vs torque relation).
• Hence DC traction motors
remained in use.
19/10/2015 66
Tractive Effort/Resistance curve
of a locomotive.
Tap Changer
• AC has varying ‘vectors’ –
resistors only hinders the
transmission of a linear current.
Some changes in impedance is
required.
• Transformers operate using
alternating magnetic flux, and
AC coincides with this principle.
19/10/2015 67
• AC Supplied via OHLE to the pantograph.
• An electric locomotive/carriage has two autotransformers, housed in
same casing to offer better coupling.
• Inside casing there is insulation oil present, increasing transformer
efficiency.
19/10/2015 68
• As TO changes the notch a
different transformer ‘tapping’ is
selected progressively.
• Each tapping represent a pre-
defined displacement along the
secondary transformer coil.
• In transformers…
voltage = f(ratio of coils)
19/10/2015 69
• In between notches, the on-
load tap changer has links in
between connection to ensure
continuous, uninterrupted
supply.
• However resistor added to
prevent short-circuiting
between taps.
• Tap is changed via a servo
motor, usually pneumatic.
19/10/2015 70
Chopper / Thyristor
• With advent of semiconductors, more precise and accurate controls of
currents are permitted.
• Removal of mechanical devices – dramatically increases efficiency.
• Analogues previously help us understand how semiconductor
controls work.
19/10/2015 71
Semiconductor
s
A Gate Turn-off
(GTO) Thyristor
PWM
• To understand chopper we need to appreciate duty cycle and
pulse width modulation (PWM).
• In digital electronics only binary signals are used: ON or OFF.
This is defined by the logic gates.
19/10/2015 72
An illustration of duty
cycles.
PWM
• Duty cycle refers to the occupancy percentage of an active
signal.
• Using a varying duty cycles we are able to transmit information
(a mixture of different data) or also transmit varying currents
(discussed later).
• Not to be confused with frequency modulation (FM), where
signals are arranged using varying wavelengths. In PWM the
frequency remains constant (i.e. the datum pulse time)
19/10/2015 73
Chopper
• Chopper controls traction current in similar manner to PWM.
• Simplified idea:
19/10/2015 74
Schematic working principle
of a DC Current.
Chopper controlled current.
Chopper
• Using GTO (Gate Turn-off) we
can control traction current
using a smaller, reference
signal.
• In chopper circuits unidirectional
semiconductors are used
(depend upon layering
“charged” structure).
19/10/2015 75
Chopper
• “Chopper” circuit can be sub-
divided into 4 (quadrant) types,
dependent on their
characteristics.
• The ‘quadrants’ are determined
by their task demanded and flow
of voltage & current.}
• However principle remain the
same.
19/10/2015 76
Chopper
• Some explanation on chopper
circuit:
 CH: Chopper
 D: freewheel diode; to absorb
surges from excessive
inductance
 L: inductance; to smoothen
traction current when chopper
control = OFF to maintain
tractive characteristics
 R: source of resistance; a
load: i.e. motor
19/10/2015 77
Type A – forward
motoring Type B – forward braking
19/10/2015 78
Chopper
Thyristor
• Begin with a conventional thyristor:
• As pre-requisite we need to appreciate how semiconductor and
transistor work.
• A transistor works by inserting a signal voltage to gate, therein
putting electrons into ‘base’ so that the ‘emitter’ would have enough
delocalised electrons in the impurified silicon to conduct current.
19/10/2015 79
Thyristor
• A transistor is biased; it is unidirectional.
• Different layering configuration would mean different operating
directions.
• If transistors are placed in a structured manner we can exploit their
logic characteristics to achieve new performances.
19/10/2015 80
Thyristor
• When opposite current is
applied, in forward-biased
mode electrons are dragged
towards the terminal, leaving no
delocalised electrons midway.
• Or, the thyristor behave like a
conventional semi-conductor
and no current passes through
when forward current is applied
in correct direction, without a
gate signal. This is said to be
reverse-biased.
19/10/2015 81
Thyristor
• Only when the correct signal voltage is applied, and current is at
correct direction then thyristor works.
• Owing to unidirectional properties, regenerative braking feature is
not available for a thyristor.
19/10/2015 82
Thyristor
• The third state of a thyristor is
the forward conducting mode.
• If we consider a thyristor using a
circuit diagram…
• Once the signal voltage ‘fired’
the thyristor it works eternally:
this is because a closed loop is
formed.
• It does not switch off when
signal voltage no longer applies.
• Only controllable by entirely
switching the power source off.
• Known as ‘latches on’.
19/10/2015 83
Gate Turn-Off Thyristor
• Because of the ‘latching’ limitations of normal thyristors, we need a
safer design in order to protect traction characteristics.
• General Electric invented a new high-powered thyristor that can be
gate-controlled.
• In retardation, some of the traction current is ‘stolen’ to form a
negative voltage. This reverse current is fed into the GATE.
• However some residual current is left within the GTO so the reverse
current has to be applied longer to induce forward current to fall and
eventually disappear.
• Long application of reverse negative signal = long switching time.
This means inefficiency (but still much efficient than mechanical
controls previously). Limitations to 1 kHz.
19/10/2015 84
Phase-fired Thyristor
• Given AC’s repetitive
characteristics, we cannot
simply ‘chop’ and imagine if a
pulse as an average current.
• A newer way to ‘chop’ current is
needed.
• Any sinusoidal wave has
‘phase’.
We imagine a single-phase AC
supply will complete a 360
degree circle.
19/10/2015 85
Phase-fired Thyristor
• If the thyristor is fired at a
calculated, pre-defined time
that matches the ‘phase angle’
of the AC current, we are able
to capture a desired output
voltage.
• This is known as ‘phase
cutting’.
• Analogous to current ‘chopping’
using phasor feature.
19/10/2015 86
“Snubbing”
• GTO make use of a reversed signal voltage to gradually
reduce the forward current, eventually powering off.
• However, introducing a gigantic reverse current rapidly would
be excess current within the GTO, exceeding the safe
operating area.
• Hence GTO requires a snubber as safeguard in voltage
transient stages.
19/10/2015 87
Snubbers.
Source: Wikimedia
IGCT
• An advancement from GTO technology
• IGCT = Integrated Gate Commutator Transistor
• A fully controllable device: switched purely by gate signals
instantly, where GTO can only be switched off gradually.
• However based upon obsolete technology: it suffers from high
power loss.
• Not commonly seen in railway vehicles.
19/10/2015 88
• Older EMUs utilises DC
traction motors and controls.
With introduction of AC drives
in late 1980s these controls
become obsolete.
19/10/2015 89
Inverter
• With advancements in AC motors, it is apparent that DC
motors do not offer the best traction characteristics (i.e. does
not exactly obey tractive curve/Davis formula).
• A new set of controls are needed.
• Understanding how current are converted from one to
another; and strong appreciation in single- and three-phase
AC is a pre-requisite.
19/10/2015 90
Inverter
• Numerous attempts to use AC
controls were made without
semiconductors.
• AC-DC-AC motors were used.
An AC motor runs directly from
AC OHLE supply drives a DC
dynamo.
• This is very inefficient – a lot of
energy is wasted via friction.
This also increases
maintenance cost.
19/10/2015 91
Inverter
• An inverter oscillates, which convert a DC to an AC current at pre-
defined frequency.
• AC motor works by applying current to stators at different angle at
different times. To control speed and torque we need different
frequency output.
• VFD = Variable Frequency Drive is introduced. Also known as VVVF
(Variable Voltage Variable Frequency).
19/10/2015 92
Inverter
• AC Motors on EMUs are 3-
phase motors, so three
switches are needed in the
matrix inverter.
• GTO is not fast enough for high
frequency switching, so newer
semiconductor is needed.
• Born of IGBT – Insulated Gate
Bipolar Transistor.
• Advantage: low signal current
needed, also allowing higher
forward traction current.
19/10/2015 93
Application of inverter in a water
pump.
Inverter
• IGBT is a MOSFET (Metal
Oxide Semiconductor Field
Effect Transistor) device.
• To understand a MOSFET we
need to first understand what
exactly is a FET (field effect
transistor):
19/10/2015 94
Illustration of a FET.
IGBT
Inverter
• Consider a normal n-type transistor. Because the ‘source’ and
‘drain’ are all insulated by the material.
• However if we apply a small current, then free electrons are
‘induced’, by Field Effect, so charged particles exists to carry the
forward current.
19/10/2015 95
Illustration of a FET.
Inverter
• Inverter control itself does not produce traction sound.
• The oscillator oscillates at varying frequency in which
electromagnetic interferences produced are absorbed by the
car body.
• “Photons” are absorbed by car-body material and are
converted to kinetic energy in bond vibrations.
• Sudden noises propagate as train acceleration due to
material strong resonance at harmonic frequencies.
19/10/2015 96
SiC
• In DC power supply, the MOSFET modules oscillates to
‘pretend’ that there is an AC current output.
• Impurities and ‘noises’ in AC current can cause disturbance
and deteriorate AC traction characteristics.
• New methods that utilise low ‘gate signal’ consumption and
higher switch frequency is preferable.
19/10/2015 97
SiC
• SiC = Silicon Carbide
• Developed by Mitsubishi Corporation.
• Compared to IGBT and IGCT (an
advancement from GTO) it has 40%
higher switch frequency.
This allow traction characteristics to be
achieved using lower energy, which is
previously impossible.
• Achieved by improved reverse
resistance and better breakdown
performance.
• Smaller mass and dimension: coincide
with ‘weight reduction’ trend.
19/10/2015 98
• Modern trains employs
inverter control which offer
higher efficiency and better
traction characteristics.
19/10/2015 99
Associated Systems
19/10/2015 100
Neutral Section
19/10/2015 101
Neutral Section
• In AC railways traction current
are supplied from different
power sources.
• Electric sources are
unsynchronised and has
different phases.
• To prevent harmonic crashes
they are separated by a section
of insulated wire without any
current.
• Trains through neutral sections
have to move through it with
residual momentum due to
lack of OHLE power supply.
19/10/2015 102
UK Signage System: a
trackside board reminding TO
of an approaching neutral
section.
Neutral Section
19/10/2015 103
Neutral Section
• Configuration of a typical neutral section
• Track Magnet: activates on-board bogie magnetic sensor,
hence trips/resets VCB in pantograph cars.
• Run Off: section of energised wire before/after the neutral
zone to permit control to decrease traction current and
(de)activates circuit breaker.
• Ceramic Insulator: section of wire made of ceramic that
deters electric potential due to differing phases.
• Dead Wire: A non-energised wire connected to current
return path, acting as earth.
• Skid and ceramic insulator makes up an section insulator.
19/10/2015 104
Track
Magnet
300mm
Run-off
zone
5 ft
Ceramic
Insulato
r
5ft Dead
Wire
5ft
Ceramic
Insulato
r
40 ft
Run-off
Zone
Track
Magnet
Total:
155
feets
Skids
Ceramic Insulator
Dead Wire
19/10/2015 105
Neutral Section
• If an electric train/locomotive did not disconnect its power
supply as it moves through a neutral section it could cause
damage to trainborne electrical system (from harmonics,
phase crash, surges etc.)
• Trackside signage are placed to remind drivers to ‘coast’
trains before entering neutral section.
• Human errors can still happen!
Safeguard system(s) introduced to deter preventable errors.
19/10/2015 106
Neutral Section
• Trackside magnets can be
installed, which activates a
bogie-mounted sensor.
• This deactivates traction
current using a circuit breaker.
• Common type of circuit breaker
is VCB – vacuum circuit
breaker.
19/10/2015 107
Neutral Section
• A VCB is a type of circuit
breakers that exploit vacuum’s
excellent dielectric properties to
insulate two terminals and
quench any arcing.
• Vacuum has 8x higher
dielectric ability than air; SF6
(sulphur hexafluoride) has 4x.
• This is because there are no
gas atoms present; with no
(un)-stable electrons in sub-
shells there are absence of
charge carrier, making it a
perfect dielectric material.
19/10/2015 108
Neutral Section
• Gas sealage can be
apparent; glass insulation are
needed to prevent
condensation trapped in
moving contacts.
• Thermal problem: Using
perfect gas law, expansion
inside & outside of gas are
drastically different, and
egregious movements is
undesirable.
The VCB is therein housed
within an insulation vessel.
19/10/2015 109
Neutral Section
• Within a VCB, there is one fixed
terminal and one moveable
terminal.
• Upon receiving command, the
moving terminal retracts and
arcing happens.
• Arcing is caused by ionisation of
metallic atoms.
• In vacuum vessel arcing is
quickly suppressed by insulating
vessel, retracting contacts and
in minor extent, metallic vapours
re-condensed onto the cooled
moving terminals.
19/10/2015 110
Neutral Section
• There is no need for a long
neutral section for DC
traction supply.
• A section insulator is
installed in between two
energised sections fed by
separate DC source. This is
to avoid power supply
interferences.
19/10/2015 111
Auxiliary Power Supplies
19/10/2015 112
Dark room…?
Imagine what trains would look
like without an APS.
Auxiliary Power Supplies
• Trains traversing in between section insulator/neutral sections
do not have power supplies.
• Loss of traction current would stop power supplies to power-
thirst equipment, i.e. traction motor, air conditioning… etc.
• APS are installed on board to ensure limited lightings,
emergency ventilation and communications are not
jeopardised for safety reasons.
19/10/2015 113
Auxiliary Power Supplies
An APS battery
pack of an electric
train.
19/10/2015 114
Auxiliary Power Supplies
• Lightings and ventilation need low voltage (LV) supplies.
Normal traction current is excessive for its use.
• Methods to obtain LV currents are needed.
• Previously wiring for step-down devices are bulky and space-
consuming.
• DC is also not preferable for use: there are excessive power
loss. At the time solid state rectifiers were not available and
current conversion are very inefficient.
• (Motor alternator: motor-alternator-motor)
19/10/2015 115
Auxiliary Power Supplies
• A motor generator is placed on each car.
• Part of the DC traction current drives a DC motor, which is
permanently coupled to an AC generator.
• Voltage regulator included to act as a buffer: safeguard from
surges/dips in 3rd rail gaps/section insulator.
19/10/2015 116
Auxiliary Power Supplies
19/10/2015 117
Auxiliary Power Supplies
• With introduction of solid states, conversion from DC/single-
phase AC to three-phase AC 380V (industrial & railway
wagon standard) became easier.
• If supply is DC, part of the DC supplied into the train will
charge up battery and remainder is fed into a static inverter
(SIV) and to be converted to a 3-phase current.
• If supply is single-phase AC it has to be rectified first.
19/10/2015 118
Auxiliary Power Supplies
• Contrary to motor controls, SIV only outputs a constant voltage
and frequency.
19/10/2015 119
Auxiliary Power Supplies
• Some older locomotives only
provide traction to trailing
coach; no electricity is fed into
hauled coaches.
• Power supplies from loco are
known as head-end power or
electric train supply (ETS).
• These trains require a
generator van: coach that
contains a diesel generator to
provide 380AC 3-phase.
19/10/2015 120

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Pantograph I - Analysis on Pantographs & Traction Control

  • 1. Kelvin Lam Analysis on Pantographs – Pantograph and Traction Control Introduction to electric tractions Summer 2015 19/10/2015 1
  • 2. Content 1 - Pantograph & Traction Control 1. Introduction 2. Design of Pantograph 3. Working Principle 4. System Interface 2 – Pantograph Safety 5. Safety & Fatigue Evaluation 6. Qualitative Standards of Pantograph 19/10/2015 2
  • 3. Analysis on Pantographs – Pantograph and Traction Control 19/10/2015 3
  • 4. Pantographs & Traction Control 19/10/2015 4
  • 6. Introduction i. Introduction to Traction Power System ii. Introduction to Pantograph iii. Categorisation of pantographs 19/10/2015 6
  • 7. Introduction to Traction Power System • The advancement in electric systems provided trains with enhanced performance. • Pivotal for commuter services: short dwell time, rapid acceleration, ideal for quasi-high speed use. • Lack of fuel storage: a method to transport and deliver energy to electric-powered trains are needed. 19/10/2015 7
  • 8. Rigid rail conductor • Third Rail System • Fourth Rail System • Ground Level Supply • Guide bar (for rubber tyres system) Overhead Lines (OHL) • Catenary • Rigid Conductor 19/10/2015 8 Introduction to Traction Power System
  • 9. Rigid rail conductor • Third Rail System • Fourth Rail System • Ground Level Supply • Guide bar (for rubber tyres system) 3rd / 4th Rail • Used in lower speed railways, frequently in metro services. • Direct Current (DC) Supplies only due to skin effect. • Proximity to passengers: usually electrified to 750 volts. • Current obtained from lower/upper contact shoe. • Stray voltage with ground: frequent corrosion due to chemical electrolysis. • Skeptical to flooding/snow (arcing). 19/10/2015 9 Introduction to Traction Power System
  • 10. Schematic diagram of Third Rail and Contact Shoe. A Contact Shoe. 19/10/2015 10
  • 11. A London Underground driver placing a safety Short Circuit Device on 4th Rail after shutting traction current. Source: “Live or Dead” video. Third Rail system. 19/10/2015 11
  • 12. Rigid rail conductor • Third Rail System • Fourth Rail System • Ground Level Supply • Guide bar (for rubber tyres system) Ground Level Supply • “L'alimentation par le sol” • Used in urban trams to avoid scenary implications caused by OHLs. • Remove fatal hazards of 3rd/4th Rail. • Conventionally 10 metres of live track with 3 metres of “neutral zones”. • Trams have 2 shoes, and electrically energise tracks when traction current is required. 19/10/2015 12 Introduction to Traction Power System
  • 13. Rigid rail conductor • Third Rail System • Fourth Rail System • Ground Level Supply • Guide bar (for rubber tyres system) Guide Bar • Typically used in smaller scales, i.e. People Movers or Rubber Metros. • Same as 4th Rail principle – rubber tyres do not offer an earthing route. 19/10/2015 13 Introduction to Traction Power System
  • 14. Overhead Lines (OHL) • Catenary • Rigid Conductor Catenary • Power line placed above rolling stocks; current collected by pantographs. • Power transmission can be transmitted either DC/AC (discussed later). • Suitable for high speed application. 19/10/2015 14 Introduction to Traction Power System
  • 15. Overhead Lines (OHL) • Catenary • Rigid Conductor Catenary • OHL lines held by mechanical tension – both pantograph pushing force and by lineside mechanical tensioner. • Clearance problem: higher infrastructure construction cost; lack of clearance for double-decker carriages. 19/10/2015 15 Introduction to Traction Power System
  • 16. Schematic diagram of a typical overhead catenary system. Zig-zag OHL is designed to reduce pantograph carbon strip wear. 19/10/2015 16
  • 17. Mast. The red circles show ceramic insulators. Mechanical tensioner hanged next to a mast. 19/10/2015 17
  • 18. Overhead Lines (OHL) • Catenary • Rigid Conductor Rigid Conductor • Resistivity of metal, which is a physical attribute, cannot be changed. • To reduce resistance we increase diameter of wire. • Efficient DC transmission, inefficient for AC due to skin effect. • Higher structural integrity required due to increased weight. • Higher wear for pantograph. 19/10/2015 18 Introduction to Traction Power System
  • 19. Direct Current (DC) • 600V • 750V • 1,500V • 3,000V Alternating Current (AC) • 15 kV Single Phase (50Hz) • 25 kV Single Phase (50Hz) • 50 kV Single Phase • 3000V Three Phase (16-50Hz) (mountain railways only) 19/10/2015 19 (Conventional) Choices of traction current: Introduction to Traction Power System
  • 20.  Factors in consideration:  Efficiency & Energy Loss (per kilometre)  Infrastructure cost: (Extra clearance; number of transformer substation per electrified section; neutral zones)  Electromagnetic Compatibility (EMC)  Synonymous motor (for terrain railways) uses a 3-phase supply, but speed control compromised.  Stray voltage problem present in DC Power Supplies. 19/10/2015 20 Introduction to Traction Power System
  • 21. Electric potential is induced around a grounded conductor. As distance increases moderately potential reduces, thus a potential difference is caused, a.k.a. stray voltage. A e.m.f. is said to have formed when a stray voltage is observed. This catalyse the electrolysis of the permanent way, accelerating its corrosion. “Cathodic corrosion of railways” 19/10/2015 21
  • 22. A ‘neutral zone’ lineside sign. A neutral zone is to separate power supplies of different phases; to avoid harmonic and unsynchronized crashes. Only applicable in AC. A Section Insulator in a DC Supply railway. Analogous to neutral zones of AC railways to prevent harmonic crashes. 19/10/2015 22
  • 23. • Atmospheric clearances should be maintained when OHLE are used. • From BS EN 50119 (discussed later in Part II): • Table outlining clearances is attached below: • * Maximum value from static and dynamic clearances are taken for justification reason 19/10/2015 23 DC 600V 100mm DC 750V 100mm DC 1500V 100mm DC 3000V 150mm AC 15kV 150mm AC 25kV 270mm Introduction to Traction Power System
  • 24. • In AC traction system, differing potentials caused by phase should be separated accordingly. • * Maximum value from static and dynamic clearances are taken for justification reason 19/10/2015 24 Nominal Voltage Phase difference (deg) Relative Voltage Clearance 15 kV 120 26 kV 260 15 kV 180 30 kV 300 25 kV 120 43.3 kV 400 25 kV 180 50 kV 540 Introduction to Traction Power System
  • 25. Introduction to Pantograph • A conducting arm extending above the rolling stock, collecting traction current from OHL system. • Three broad classifications: I. Bow collector (now obselete) II. Trolley Pole III. Pantograph 19/10/2015 25
  • 27. Introduction to Pantograph • Trolley Pole: • An extended arm with revolving conductive wheel, rolls below the OHL wire. • Low-speed application. • Chances of “following the wrong wire” at junction. • Unidirectional only – requires rotating. 19/10/2015 27
  • 28. Introduction to Pantograph • Pantograph: • Folding, mechanical arm pushes against the OHL wire to maintain un-intermittent traction current supply. • Expensive and difficult to construct. • Bi-directional. • Suitable for higher speed application. 19/10/2015 28
  • 29. Categorisation of Pantographs • Single-arm Lighter and simpler design. • Double-arm Heavier but more forgiving to faults; less aerodynamic for high-speed usage. • Wing (T-) shaped Together to shrouds, designed using F1 technologies to reduce vortex and associated noise. Very high cost to manufacture and maintain and are retired. 19/10/2015 29
  • 30. A single-arm pantograph from Odakyu Railway Series 3000. A double-arm pantograph from Series 0 Shinkansen trainset. 19/10/2015 30
  • 31. Wing-shaped pantograph from Series 500 Shinkansen trainset. 19/10/2015 31
  • 32. Categorisation of Pantographs • Shrouding • Given that fluid always have viscous properties, as skin drag develops. • Trains travelling faster will increase Reynold’s number; an appreciable boundary layer is developed. High-speed trains have higher aerodynamic impacts. • Boundary layer develops, producing noise and unnecessary tractive longitudinal resistance. • With shrouding we create a non-slip boundary condition around pantograph, keeping unwanted noise to minimum. 19/10/2015 32
  • 33. Shrouding around pantograph from N700 tilting Shinkansen trainset. Boundary Layer Theory: as fluid transverse upon a surface, the contacting particles retard, and subsequent layers slower. Above the transition point a different physical layer – boundary layer is formed. The flow transited from laminar to turbulent and drag increases egregiously. 19/10/2015 33
  • 34. Similar ideas in aircrafts – winglets. 19/10/2015 34
  • 35. CFD (Computational Fluid Dynamics) and FEM (Finite Element Method) analysis on pantograph shrouding travelling at 350 km/h. Image extracted from a Chinese academic publication. (Wang et al.) 19/10/2015 35
  • 38. Design of Pantograph 1. Pan Head A Carbon strip that acts as a conductive, dry lubricant. The contact surface between rolling stock and OHL wires. 2. Upper Arm 3. Lower Arm Pivot support of the pan head. 4. Damper Assembly Offers improved control for pan rising/dropping than solely using compressed air. 19/10/2015 38
  • 39. Design of Pantograph 5. Air Cylinder Acting like a piston-cylinder. Compressed air pushes the piston, hence extending the piston rod to raise pantograph; vice versa for pan drop. 6. Raising/Counterbalance Spring Provides pantograph articulation against vibrations and harmonics. 10. Base Frame Base of the pantograph assembly. 19/10/2015 39
  • 40. 1. Carbon Carrier Conductive platform where carbon strip is housed. 4. 25kV Ceramic Insulator A highly insulated material to isolate car body from high voltage. 5. Raising Spring To provide actuator effort to the lower arm, in addition to piston power. 19/10/2015 40 Design of Pantograph
  • 41. 8. Air Feed Insulator An insulative, solid state device that allows gas to be bled into the cylinder. 19/10/2015 41 Design of Pantograph
  • 42. 3. Foot Insulator Insulative support that secures the pantograph assembly on the roof of the rolling stock. 19/10/2015 42 Design of Pantograph
  • 43. • In high speed trains, where dynamic behaviour could be dominant: • Conventional gas power may not be able to keep pantograph in contact with OHL wires. • Rather, aerodynamic effect ∝ velocity2 . • We exploit aero-behaviour to maximise contact. 19/10/2015 43 A Brecknell-Wills high speed pantograph on board a Thai Siemens Class 360 Desiro. The use of aerofoil generates lift above the chord line therein propelling pantograph upwards against the OHL. Design of Pantograph
  • 44. Structural Design of Pantographs • ‘Pantograph’ is a word with Greek roots, meaning ‘every write’. • Structure with mechanical linkage so it works by forming a parallelogram. • Modern pantograph principle is derived from a linked support structures called “Scissors mechanism”. 19/10/2015 44
  • 45. Structural Design of Pantographs • The height adjustment is achieved by the horizontal displacement motion in the x-axis of the actuator. • As force is applied, it is transferred to the truss. • Causing elongation to the crossing pattern. • May be thought as ‘conversation of area’. • The diagram represents a perfect model for trusses of the same length. 19/10/2015 45
  • 46. Structural Design of Pantographs 19/10/2015 46
  • 47. Structural Design of Pantographs • However, if we consider insulative gauge of the OHLE system. • It is evident that a scissors structure must be elongated vertically to maintain atmospheric separation. • We ‘may be’ able to achieve it by simply lengthening one of the top truss. 19/10/2015 47
  • 48. Structural Design of Pantographs • Every 1cm that A moves up, W will move up 3 cm. • Mechanical Advantage increases as = 1:3. • However… • With increased bending moments extending towards the weight, the bending stress will inevitably cause beam deflection. “Euler-Bernoulli beam theory” 19/10/2015 48
  • 49. Structural Design of Pantographs • Single-arm pantograph are used nowadays as it offer greater leverage. • It is important to understand the speed requirement of pantograph concerned. • Extra speed incur extra forces, so reinforcements required. 19/10/2015 49 “One-truss” configuration can save weight but may not offer appreciation torsional resistance.
  • 51. Working Principle i. Operator POV ii. Mechanism POV 19/10/2015 51
  • 52. Operator POV • The train operator (TO) (a.k.a. train driver) raises the pantograph via the TMS (Train Management System) onboard the driving cab. • This is done after the ‘sweep’ checks along the exterior and interior of the train is done. • With TMS a TO can isolate individual pantograph-at-fault. • Alternatively, some older trains will contain ‘PAN UP’ and ‘PAN DOWN’ buttons. 19/10/2015 52
  • 53. Operator POV 19/10/2015 53 “Cockpit” of a SP1950 trainset. Red circle denotes TMS screen.
  • 54. Driving Cab of a BREL Class 315. Red Circle denotes ‘PANTOGRAPH UP/RESET’ button. Operator POV 19/10/2015 54
  • 55. Operator POV • In some dual-voltage system, the TO has to manually set which traction current the train will run on. • Failing to do so may cause serious consequence to trainborne equipment as the correct current cannot be transformed and achieved. • These trains are called “multi-system locomotive/electric multiple unit”. 19/10/2015 55
  • 56. Driving Cab of a dual- voltage BREL Class 313 EMU. The red circle highlighted the two switches for 25kV AC Pantograph & 750V DC Shoe Gear. Reseau-Duplex high speed locomotive are tri- current, making them suitable for use in French, German and Swiss high-speed rail network. 19/10/2015 56
  • 57. Mechanism POV • Starting from low, folded position: 1. The compressed air is fed into the operating cylinder. 2. Control link extends, moving a slotted rod in between the piston link and pivot arm. 3. Spring originally in stretched position moves, offering extra pivot moment. 4. Spring contracts, leverage causes collector head to rise and make contact with OHLE. 19/10/2015 57
  • 59. System Interface i. Traction Control ii. Neutral Zones iii. Auxiliary Power Supplies iv. Electromagnetic interferences 19/10/2015 59
  • 61. Evolution of electrical systems • World’s first electric locomotive was built by Werner von Siemens in 1866. • Powered by 150V DC third insulated rail. • Similar trains can be found in Volk’s Electric Railway, the oldest electric railway still in operation. 19/10/2015 61
  • 62. Volk’s Electric Railway, Brighton, United Kingdom. The VER No. 8 train is built in 1901, powered by a Compagnie Electrique Belge 8 hp DC Motor. The railway is electrified in offset 3rd rail 110V. 19/10/2015 62
  • 63. Resistor Control • Before the introduction of electrical controls, mechanical systems were used to control trains. • Bank of (series of) resistors were switched on/off to alter current flowing into the motor, hence controlling motor speed. • In EMUs a ‘cam shaft’, driven by a (pneumatic) motor operates the shaft, and it then switches respective resistors on/off to control the traction current – known as Camshaft. 19/10/2015 63
  • 64. Simple illustration of a camshaft controller. Camshaft controller of a SEPTA BSS B-IV train. Source: http://prr4ever.blogspot.hk/ 19/10/2015 64
  • 65. Camshaft • The camshaft makes and breaks electrical contacts consecutively in response of TO’s throttle handle. • In DC propulsion, motor velocity = f(voltage) • Camshaft itself is powered by a smaller motor in a relay circuit. • Between electric contacts arc breakers break any ‘incorrect’ under-loaded electric arcs. • An analogue of today’s electronics. 19/10/2015 65
  • 66. • After experiments and trials after WWII, 25kV AC OHLE became the standard for future higher speed railways. • AC traction system was not previously introduced due to lack of high-power rectifiers (mercury-arc). • Unstable AC motors – it does not offer the appropriate tractive characteristics (speed vs torque relation). • Hence DC traction motors remained in use. 19/10/2015 66 Tractive Effort/Resistance curve of a locomotive.
  • 67. Tap Changer • AC has varying ‘vectors’ – resistors only hinders the transmission of a linear current. Some changes in impedance is required. • Transformers operate using alternating magnetic flux, and AC coincides with this principle. 19/10/2015 67
  • 68. • AC Supplied via OHLE to the pantograph. • An electric locomotive/carriage has two autotransformers, housed in same casing to offer better coupling. • Inside casing there is insulation oil present, increasing transformer efficiency. 19/10/2015 68
  • 69. • As TO changes the notch a different transformer ‘tapping’ is selected progressively. • Each tapping represent a pre- defined displacement along the secondary transformer coil. • In transformers… voltage = f(ratio of coils) 19/10/2015 69
  • 70. • In between notches, the on- load tap changer has links in between connection to ensure continuous, uninterrupted supply. • However resistor added to prevent short-circuiting between taps. • Tap is changed via a servo motor, usually pneumatic. 19/10/2015 70
  • 71. Chopper / Thyristor • With advent of semiconductors, more precise and accurate controls of currents are permitted. • Removal of mechanical devices – dramatically increases efficiency. • Analogues previously help us understand how semiconductor controls work. 19/10/2015 71 Semiconductor s A Gate Turn-off (GTO) Thyristor
  • 72. PWM • To understand chopper we need to appreciate duty cycle and pulse width modulation (PWM). • In digital electronics only binary signals are used: ON or OFF. This is defined by the logic gates. 19/10/2015 72 An illustration of duty cycles.
  • 73. PWM • Duty cycle refers to the occupancy percentage of an active signal. • Using a varying duty cycles we are able to transmit information (a mixture of different data) or also transmit varying currents (discussed later). • Not to be confused with frequency modulation (FM), where signals are arranged using varying wavelengths. In PWM the frequency remains constant (i.e. the datum pulse time) 19/10/2015 73
  • 74. Chopper • Chopper controls traction current in similar manner to PWM. • Simplified idea: 19/10/2015 74 Schematic working principle of a DC Current. Chopper controlled current.
  • 75. Chopper • Using GTO (Gate Turn-off) we can control traction current using a smaller, reference signal. • In chopper circuits unidirectional semiconductors are used (depend upon layering “charged” structure). 19/10/2015 75
  • 76. Chopper • “Chopper” circuit can be sub- divided into 4 (quadrant) types, dependent on their characteristics. • The ‘quadrants’ are determined by their task demanded and flow of voltage & current.} • However principle remain the same. 19/10/2015 76
  • 77. Chopper • Some explanation on chopper circuit:  CH: Chopper  D: freewheel diode; to absorb surges from excessive inductance  L: inductance; to smoothen traction current when chopper control = OFF to maintain tractive characteristics  R: source of resistance; a load: i.e. motor 19/10/2015 77
  • 78. Type A – forward motoring Type B – forward braking 19/10/2015 78 Chopper
  • 79. Thyristor • Begin with a conventional thyristor: • As pre-requisite we need to appreciate how semiconductor and transistor work. • A transistor works by inserting a signal voltage to gate, therein putting electrons into ‘base’ so that the ‘emitter’ would have enough delocalised electrons in the impurified silicon to conduct current. 19/10/2015 79
  • 80. Thyristor • A transistor is biased; it is unidirectional. • Different layering configuration would mean different operating directions. • If transistors are placed in a structured manner we can exploit their logic characteristics to achieve new performances. 19/10/2015 80
  • 81. Thyristor • When opposite current is applied, in forward-biased mode electrons are dragged towards the terminal, leaving no delocalised electrons midway. • Or, the thyristor behave like a conventional semi-conductor and no current passes through when forward current is applied in correct direction, without a gate signal. This is said to be reverse-biased. 19/10/2015 81
  • 82. Thyristor • Only when the correct signal voltage is applied, and current is at correct direction then thyristor works. • Owing to unidirectional properties, regenerative braking feature is not available for a thyristor. 19/10/2015 82
  • 83. Thyristor • The third state of a thyristor is the forward conducting mode. • If we consider a thyristor using a circuit diagram… • Once the signal voltage ‘fired’ the thyristor it works eternally: this is because a closed loop is formed. • It does not switch off when signal voltage no longer applies. • Only controllable by entirely switching the power source off. • Known as ‘latches on’. 19/10/2015 83
  • 84. Gate Turn-Off Thyristor • Because of the ‘latching’ limitations of normal thyristors, we need a safer design in order to protect traction characteristics. • General Electric invented a new high-powered thyristor that can be gate-controlled. • In retardation, some of the traction current is ‘stolen’ to form a negative voltage. This reverse current is fed into the GATE. • However some residual current is left within the GTO so the reverse current has to be applied longer to induce forward current to fall and eventually disappear. • Long application of reverse negative signal = long switching time. This means inefficiency (but still much efficient than mechanical controls previously). Limitations to 1 kHz. 19/10/2015 84
  • 85. Phase-fired Thyristor • Given AC’s repetitive characteristics, we cannot simply ‘chop’ and imagine if a pulse as an average current. • A newer way to ‘chop’ current is needed. • Any sinusoidal wave has ‘phase’. We imagine a single-phase AC supply will complete a 360 degree circle. 19/10/2015 85
  • 86. Phase-fired Thyristor • If the thyristor is fired at a calculated, pre-defined time that matches the ‘phase angle’ of the AC current, we are able to capture a desired output voltage. • This is known as ‘phase cutting’. • Analogous to current ‘chopping’ using phasor feature. 19/10/2015 86
  • 87. “Snubbing” • GTO make use of a reversed signal voltage to gradually reduce the forward current, eventually powering off. • However, introducing a gigantic reverse current rapidly would be excess current within the GTO, exceeding the safe operating area. • Hence GTO requires a snubber as safeguard in voltage transient stages. 19/10/2015 87 Snubbers. Source: Wikimedia
  • 88. IGCT • An advancement from GTO technology • IGCT = Integrated Gate Commutator Transistor • A fully controllable device: switched purely by gate signals instantly, where GTO can only be switched off gradually. • However based upon obsolete technology: it suffers from high power loss. • Not commonly seen in railway vehicles. 19/10/2015 88
  • 89. • Older EMUs utilises DC traction motors and controls. With introduction of AC drives in late 1980s these controls become obsolete. 19/10/2015 89
  • 90. Inverter • With advancements in AC motors, it is apparent that DC motors do not offer the best traction characteristics (i.e. does not exactly obey tractive curve/Davis formula). • A new set of controls are needed. • Understanding how current are converted from one to another; and strong appreciation in single- and three-phase AC is a pre-requisite. 19/10/2015 90
  • 91. Inverter • Numerous attempts to use AC controls were made without semiconductors. • AC-DC-AC motors were used. An AC motor runs directly from AC OHLE supply drives a DC dynamo. • This is very inefficient – a lot of energy is wasted via friction. This also increases maintenance cost. 19/10/2015 91
  • 92. Inverter • An inverter oscillates, which convert a DC to an AC current at pre- defined frequency. • AC motor works by applying current to stators at different angle at different times. To control speed and torque we need different frequency output. • VFD = Variable Frequency Drive is introduced. Also known as VVVF (Variable Voltage Variable Frequency). 19/10/2015 92
  • 93. Inverter • AC Motors on EMUs are 3- phase motors, so three switches are needed in the matrix inverter. • GTO is not fast enough for high frequency switching, so newer semiconductor is needed. • Born of IGBT – Insulated Gate Bipolar Transistor. • Advantage: low signal current needed, also allowing higher forward traction current. 19/10/2015 93 Application of inverter in a water pump.
  • 94. Inverter • IGBT is a MOSFET (Metal Oxide Semiconductor Field Effect Transistor) device. • To understand a MOSFET we need to first understand what exactly is a FET (field effect transistor): 19/10/2015 94 Illustration of a FET. IGBT
  • 95. Inverter • Consider a normal n-type transistor. Because the ‘source’ and ‘drain’ are all insulated by the material. • However if we apply a small current, then free electrons are ‘induced’, by Field Effect, so charged particles exists to carry the forward current. 19/10/2015 95 Illustration of a FET.
  • 96. Inverter • Inverter control itself does not produce traction sound. • The oscillator oscillates at varying frequency in which electromagnetic interferences produced are absorbed by the car body. • “Photons” are absorbed by car-body material and are converted to kinetic energy in bond vibrations. • Sudden noises propagate as train acceleration due to material strong resonance at harmonic frequencies. 19/10/2015 96
  • 97. SiC • In DC power supply, the MOSFET modules oscillates to ‘pretend’ that there is an AC current output. • Impurities and ‘noises’ in AC current can cause disturbance and deteriorate AC traction characteristics. • New methods that utilise low ‘gate signal’ consumption and higher switch frequency is preferable. 19/10/2015 97
  • 98. SiC • SiC = Silicon Carbide • Developed by Mitsubishi Corporation. • Compared to IGBT and IGCT (an advancement from GTO) it has 40% higher switch frequency. This allow traction characteristics to be achieved using lower energy, which is previously impossible. • Achieved by improved reverse resistance and better breakdown performance. • Smaller mass and dimension: coincide with ‘weight reduction’ trend. 19/10/2015 98
  • 99. • Modern trains employs inverter control which offer higher efficiency and better traction characteristics. 19/10/2015 99
  • 102. Neutral Section • In AC railways traction current are supplied from different power sources. • Electric sources are unsynchronised and has different phases. • To prevent harmonic crashes they are separated by a section of insulated wire without any current. • Trains through neutral sections have to move through it with residual momentum due to lack of OHLE power supply. 19/10/2015 102 UK Signage System: a trackside board reminding TO of an approaching neutral section.
  • 104. Neutral Section • Configuration of a typical neutral section • Track Magnet: activates on-board bogie magnetic sensor, hence trips/resets VCB in pantograph cars. • Run Off: section of energised wire before/after the neutral zone to permit control to decrease traction current and (de)activates circuit breaker. • Ceramic Insulator: section of wire made of ceramic that deters electric potential due to differing phases. • Dead Wire: A non-energised wire connected to current return path, acting as earth. • Skid and ceramic insulator makes up an section insulator. 19/10/2015 104 Track Magnet 300mm Run-off zone 5 ft Ceramic Insulato r 5ft Dead Wire 5ft Ceramic Insulato r 40 ft Run-off Zone Track Magnet Total: 155 feets
  • 106. Neutral Section • If an electric train/locomotive did not disconnect its power supply as it moves through a neutral section it could cause damage to trainborne electrical system (from harmonics, phase crash, surges etc.) • Trackside signage are placed to remind drivers to ‘coast’ trains before entering neutral section. • Human errors can still happen! Safeguard system(s) introduced to deter preventable errors. 19/10/2015 106
  • 107. Neutral Section • Trackside magnets can be installed, which activates a bogie-mounted sensor. • This deactivates traction current using a circuit breaker. • Common type of circuit breaker is VCB – vacuum circuit breaker. 19/10/2015 107
  • 108. Neutral Section • A VCB is a type of circuit breakers that exploit vacuum’s excellent dielectric properties to insulate two terminals and quench any arcing. • Vacuum has 8x higher dielectric ability than air; SF6 (sulphur hexafluoride) has 4x. • This is because there are no gas atoms present; with no (un)-stable electrons in sub- shells there are absence of charge carrier, making it a perfect dielectric material. 19/10/2015 108
  • 109. Neutral Section • Gas sealage can be apparent; glass insulation are needed to prevent condensation trapped in moving contacts. • Thermal problem: Using perfect gas law, expansion inside & outside of gas are drastically different, and egregious movements is undesirable. The VCB is therein housed within an insulation vessel. 19/10/2015 109
  • 110. Neutral Section • Within a VCB, there is one fixed terminal and one moveable terminal. • Upon receiving command, the moving terminal retracts and arcing happens. • Arcing is caused by ionisation of metallic atoms. • In vacuum vessel arcing is quickly suppressed by insulating vessel, retracting contacts and in minor extent, metallic vapours re-condensed onto the cooled moving terminals. 19/10/2015 110
  • 111. Neutral Section • There is no need for a long neutral section for DC traction supply. • A section insulator is installed in between two energised sections fed by separate DC source. This is to avoid power supply interferences. 19/10/2015 111
  • 112. Auxiliary Power Supplies 19/10/2015 112 Dark room…? Imagine what trains would look like without an APS.
  • 113. Auxiliary Power Supplies • Trains traversing in between section insulator/neutral sections do not have power supplies. • Loss of traction current would stop power supplies to power- thirst equipment, i.e. traction motor, air conditioning… etc. • APS are installed on board to ensure limited lightings, emergency ventilation and communications are not jeopardised for safety reasons. 19/10/2015 113
  • 114. Auxiliary Power Supplies An APS battery pack of an electric train. 19/10/2015 114
  • 115. Auxiliary Power Supplies • Lightings and ventilation need low voltage (LV) supplies. Normal traction current is excessive for its use. • Methods to obtain LV currents are needed. • Previously wiring for step-down devices are bulky and space- consuming. • DC is also not preferable for use: there are excessive power loss. At the time solid state rectifiers were not available and current conversion are very inefficient. • (Motor alternator: motor-alternator-motor) 19/10/2015 115
  • 116. Auxiliary Power Supplies • A motor generator is placed on each car. • Part of the DC traction current drives a DC motor, which is permanently coupled to an AC generator. • Voltage regulator included to act as a buffer: safeguard from surges/dips in 3rd rail gaps/section insulator. 19/10/2015 116
  • 118. Auxiliary Power Supplies • With introduction of solid states, conversion from DC/single- phase AC to three-phase AC 380V (industrial & railway wagon standard) became easier. • If supply is DC, part of the DC supplied into the train will charge up battery and remainder is fed into a static inverter (SIV) and to be converted to a 3-phase current. • If supply is single-phase AC it has to be rectified first. 19/10/2015 118
  • 119. Auxiliary Power Supplies • Contrary to motor controls, SIV only outputs a constant voltage and frequency. 19/10/2015 119
  • 120. Auxiliary Power Supplies • Some older locomotives only provide traction to trailing coach; no electricity is fed into hauled coaches. • Power supplies from loco are known as head-end power or electric train supply (ETS). • These trains require a generator van: coach that contains a diesel generator to provide 380AC 3-phase. 19/10/2015 120