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Mod2 IRSE Exam - Module 2 Study Guide - v1.0 FINAL 052016
Mod2 IRSE Exam - Module 2 Study Guide - v1.0 FINAL 052016
IRSE Exam Module 2 Study Guide Page 1 of 39 Issue 1.0
Issue 1.0
Contents
1.
Introduction
to
the
Study
Guide
-‐
Scope
........................................................................................
3
2.
Introduction
to
the
Study
Guide
-‐
Context
and
Technique
............................................................
3
3.
Signalling
Fundamentals.
................................................................................................................
4
4.
Movement
Authority
......................................................................................................................
5
5.
The
Block
System
............................................................................................................................
6
6.
Braking
...........................................................................................................................................
7
7.
Braking
Rates
and
Braking
Distances
.............................................................................................
9
8.
Effect
of
Gradient
...........................................................................................................................
9
9.
Specification
of
Braking
Rates
/
Braking
Distances
......................................................................
10
10.
Aspect
Sequences
.....................................................................................................................
11
11.
Overlaps
...................................................................................................................................
13
12.
Simple
Headway
.......................................................................................................................
14
13.
Headway
–
Effect
of
Stopping
Trains
........................................................................................
16
14.
Headway
–
Effect
of
Different
Train
Speeds
.............................................................................
17
15.
Headway
–
Effect
of
Junctions
.................................................................................................
17
17.
Points
and
Junctions
.................................................................................................................
18
18.
Train
Detection
.........................................................................................................................
21
19.
Numbering
of
Signalling
Assets
................................................................................................
23
20.
Route
Setting
............................................................................................................................
24
21.
Train
Protection
........................................................................................................................
27
22.
Junction
Signalling
....................................................................................................................
29
23.
Level
(Grade)
Crossings
............................................................................................................
30
24.
Signal
Positions
.........................................................................................................................
31
25.
Relative
Importance
of
Requirements
.....................................................................................
32
26.
Key
Principles
for
Signalling
the
Layout
....................................................................................
33
27.
Glossary
of
Terms
.....................................................................................................................
34
28.
References
and
Suggested
Reading
List
...................................................................................
38
29.
Revision
Record
........................................................................................................................
38
30.
Authorship…………………………………………………………………………………………………………………….…..
38
IRSE Exam Module 2 Study Guide Page 2 of 39 Issue 1.0
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1. Introduction to the Study Guide - Scope
1.1 This document is intended to provide a student with a “road map” for study to enable
them to obtain all the relevant knowledge and to develop the skills necessary to be able
to successfully sit Module 2 of the IRSE Examination.
1.2 It may be that a particular student finds their learning style appropriate to individual
study, or alternatively they may find that the study groups arranged by various IRSE
members are helpful in consolidating their knowledge.
1.3 A suggested reading list is also provided separately, and where reference is made in
the document to a numbered item on this list it is referenced thus [n].
1.4 Study activities are included in the text. These are located in the text near the subject
matter to which they refer. It is not intended that the student should necessarily be able
to undertake the activities at this point in the sequence of the guide, they may need to
have completed the whole guide before attempting the activities.
1.5 A very basic introduction to railway signalling from a historical perspective (based on
UK practice) is referenced in the reading list [3].
1.6 A more detailed introduction to railway signalling is referenced in the reading list [5].
IRSE Exam Module 2 Study Guide Page 3 of 39 Issue 1.0
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3. Signalling Fundamentals.
3.1 The IRSE Signalling Philosophy Review of 2001 [6], identified that:
“The purpose of a signalling system is to ensure the safe and efficient movement of
trains on the railway”.
3.2 The IRSE Signalling Philosophy Review of 2001 [6], went on to list the main functions
of the signalling system as to:
• “Set up a safe route for the passage of each train over the track that it is to
traverse;;
• Authorise the train to make the movement;;
• Maintain the route while the train is making its movement;;
• Supervise and/or enforce the train to stay within its movement authority;;
• Release the route (for use by other trains) after the passage of the train”
Activity 1
The focus of these 5 bullets is on the management of the safety of moving trains. However the
fundamental purpose identified in 3.1 talks of “safe and efficient” movement of trains.
List the key means by which the signalling system could contribute to Efficiency.
How would each of these contribute to efficiency?
3.3 These functions have been further refined in the IRSE Fundamental Requirements for
Train Control systems [2], section 2, and are summarised here as:
• Before a train is given authority to move along a section of line, the section of line
should be proved secure and (usually) free of other trains;;
• After authority to move along a section of line has been given, the security of the
line should be maintained until:
o The train has passed clear of the section of line, or
o The authority has been rescinded, and the train has come to a stand as a
consequence, or
o The authority has been rescinded and communicated to the train and the
train has sufficient space to come to a stand before entering the section of
line;;
• The train driver (or ATO system) should be provided with appropriate information to
control the train;;
• Sufficient space should be provided between following trains to allow each train to
brake to a stand safely;;
• Controls should be in place to prevent or mitigate the consequences of:
o Trains passing the end point of their movement authority
o Trains exceeding the maximum permitted speed
o Trains moving without authorisation;;
• Protection should be provided for the public and trains at level (grade) crossing;;
• The means should be provided for protecting trains, worksites and workers during
engineering works;;
• The signaller should be provided with appropriate information to enable the safe
authorisation of train movements;;
• The system should have facilities to communicate between the signaller and others
IRSE Exam Module 2 Study Guide Page 4 of 39 Issue 1.0
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• Means should be provided to prevent trains being signalled onto lines for which
they are incompatible;;
• Facilities should be provided to instruct a train to stop in an emergency.
4. Movement Authority
4.1 A Movement Authority is an authority provided by the signalling system after the
1
signalling system has checked that the section of line is clear and secure, enabling a
train to enter a particular section of line.
4.2 A movement authority will have some limits associated with it, which may be:
• Speed at which the movement may proceed. (“Speed” signalling systems –
favoured in many parts of continental Europe);;
• Route and Distance to the end of the movement authority. (“Route” signalling
systems – favoured in the UK and many parts of the Commonwealth).
4.3 A movement authority has to be communicated to the entity that is responsible for
driving the train. That entity may be the driver, or an ATO system.
4.4 Communication to the driver may be by means of lineside signals, or via an in-cab
display.
4.5 Traditionally a movement authority was communicated to a driver by means of a
2
lineside signal displaying a “proceed ” aspect.
4.6 The nature of the “proceed” aspect provides information about the limitations
associated with the movement authority. (“Speed” signalling or “Route” signalling).
4.7 The end of a movement authority is traditionally indicated by a red lineside signal
aspect (Some railway administrations use duplicate (2) red aspects).
4.8 Certain Movement Authorities permit a train to enter a section of line that is already
occupied by another train. This feature is provided at particular places to allow trains to
join, or to share platforms. The communication of these Movement Authorities to the
driver includes the fact that the line ahead is occupied.
Activity 2
Research the way in which Movement Authorities are communicated by the signalling system
with which you are familiar.
- How are the limits associated with the Movement Authority generically expressed?
- How are Movement Authorities classified?
- How are the limits of Movement Authorities defined and communicated?
- Create a table showing all the possible signal aspects (or in cab displays) which can be
displayed and list the definitive meaning of these from the perspective of the train driver.
1
Except in specific conditions, see section 4.8 below
2
A “proceed” aspect in this context is any aspect displayed which allows a train to pass the signal
IRSE Exam Module 2 Study Guide Page 5 of 39 Issue 1.0
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5. The Block System
5.1 The Fundamental Requirements summarised in section 3.3 refer in many cases to a
“section of line”. This is more commonly (and historically) called a “Block Section”.
5.2 Normally the signalling system only allows one train into a block section at any one time
(the exceptions relate to trains joining or sharing platforms see section 4.8).
5.3 Block sections can be:
• A fixed and defined physical section of track – known as Fixed Block;;
• A section of track defined by its length and by one extremity being at the rear of the
next train ahead – known as Moving Block.
5.4 Moving Block can be thought of as an analogy to motorway traffic – the block of space
between you and the car in front has a length determined by the distance required to
stop safely from the current speed. The block moves physically in space as the car
ahead moves. Many tramway systems where the driver of the tram drives “on sight”
employ the same methodology.
5.5 A vast majority of signalling systems use Fixed Block.
5.6 Each fixed block section has:
• A trackside definition of the start and the end of the block section;;
• A means of issuing a movement authority to enter the block.
5.7 Traditionally, both these functions are fulfilled by a signal. Where signals are not
provided, and the movement authority is some kind of in train cab display, or authority
provided to an ATO (automatic train operation) system, then the physical limits are
usually displayed by mean of a lineside marker board.
5.8 The length of a block section is dependent principally on the frequency of train service
required and hence number of train paths per hour required:
• On very low density lines, it may be tens of kilometres long;;
• On high density lines it may less than the length of a train
Fig. 1
IRSE Exam Module 2 Study Guide Page 6 of 39 Issue 1.0
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6. Braking
6.1 A key requirement from section 3.3 was that “Sufficient space should be provided
between following trains to allow each train to brake to a stand safely”.
6.2 Essentially this means that the signalling system has to communicate to the driver (or
entity driving the train) that they are approaching the end of their movement authority in
sufficient time and distance to enable the train to brake safely before the end of the
Movement Authority.
6.3 This can be achieved by:
• Lineside signal aspects – (with speed or distance meaning);;
• In cab displays - (with speed or distance meaning);;
• Communication with an ATO system.
3
6.4 Traditionally this is achieved by displaying cautionary signal aspects at least at the
braking distance from the end of the movement authority (Fig.1).
6.5 These cautionary aspects can be in the form of maximum speeds (“speed” signalling)
or instruction to stop at the next (or 2nd next) signal. (“route” signalling).
Fig. 2
3
A “Cautionary” aspect is an aspect that allows the train to proceed, but with some conditions requiring the driver
to reduce the speed of the train.
IRSE Exam Module 2 Study Guide Page 7 of 39 Issue 1.0
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6.6 The Braking Distance can be longer or shorter than the length of the Block Section, see
Fig.3 and 4 below.
Fig. 3
Fig. 4
6.7 On a particular line, several different types of rolling stock may be in use, each with
different maximum speeds, and with different rates of braking. The signalling system
will need to cater for the worst case (longest) braking distance.
6.8 In some applications, cautionary aspects are not needed as the driver can always see
the end of the movement authority from at least the braking distance. Examples of this
are:
• Metro systems where signals are placed at the end of platforms where trains
always stop;;
• Systems with very low speeds and / or very high braking rates.
IRSE Exam Module 2 Study Guide Page 8 of 39 Issue 1.0
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Activity 3
Identify how to calculate the effect of gravity on the braking rate and hence braking distance of a
train.
Gradients are usually expressed as:
- A % rise (fall) relative to distance travelled, or
- A proportionate rise (fall) relative to horizontal distance.(1 in 100 etc).
IRSE Exam Module 2 Study Guide Page 9 of 39 Issue 1.0
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Activity 4
Research how braking rates and braking distances are specified by the railways administration
that you are familiar with.
Identify how to calculate the Service Braking Distance from a specified Service Deceleration
Rate expressed as a % of g.
Re-work this calculation to take account of the effect of rising and falling gradients.
Note - Sections of this Study Guide from this point onwards assume that the signalling
system has lineside signals. Generally the application of ETCS or other systems
without lineside signalling have fewer constraints associated with signalling the
layout.
IRSE Exam Module 2 Study Guide Page 10 of 39 Issue 1.0
Activity 5
Research the permissible aspect sequences on railways administration that you are familiar
with.
Identify how the provision of different aspect sequences affects the capacity / headway of the
line.
IRSE Exam Module 2 Study Guide Page 11 of 39 Issue 1.0
10.5 In UK mainline signalling practice, the standard aspect sequences are illustrated below:
• 3 Aspect Sequence – All signals capable of displaying all 3 aspects.
Stop
at
Stop
Proceed
at
next
s ignal
line
speed
Braking
Distance
Block
S ection
• 4 Aspect Sequence – All signals capable of displaying all 4 aspects.
Next
Proceed
at
Proceed
at
signal
at
Stop
at
line
speed
line
speed
Stop
yellow
next
signal
Block
S ection
Braking
Distance
10.6 In the case of 4 aspect signalling, it is apparent from the diagram that a second train
can more closely follow a first train on “clear” aspects than in the case of 3 aspect
signalling. Thus the capacity of the railway has been increased, but at the cost and
provision/maintenance of significantly more signalling infrastructure.
IRSE Exam Module 2 Study Guide Page 12 of 39 Issue 1.0
11. Overlaps
11.1 It is the practice on many railway administrations to reserve a section of line beyond the
end of a Movement Authority (beyond the red signal) in case of misjudgement by the
driver when braking. Such a section of line is known as an Overlap.
11.2 An Overlap is reserved for the potential overrun of the Movement Authority by this train,
and is not available for use by other trains.
11.3 The Overlap may be unreserved once the system has determined that this train is
stationary (and therefore no longer liable to overrun).
11.4 The length of an overlap can be determined in a number of ways:
• A notional distance (sometimes dependent on the maximum line speed);;
• An individually calculated distance for every signal.
11.5 The latter case is usually employed where the signalling system includes a “Trainstop”
functionality, where a train passing the end of its movement authority is subjected to an
automatic emergency brake application. The length of the overlap is calculated based
on the emergency braking distance for the train at the maximum speed attainable at the
signal. The combination of the trainstop functionality and the calculated overlap
provides a reasonably absolute assurance that the train will never overrun beyond the
end of the overlap.
11.6 Trainstops and other train protection measures are discussed in section 20.
Activity 6
Research whether the signalling system with which you are familiar utilise the concept of
Overlaps.
- How are the lengths of the overlaps specified / calculated?
- How does the system determine that it is safe to release an Overlap for use by other trains
once this train has become stationary?
IRSE Exam Module 2 Study Guide Page 13 of 39 Issue 1.0
Activity 7
For the signalling system with which you are familiar:
- Identify the relevant factors and calculate the distance headway and time headway for
constant speed trains at 50km/h, 100km/h and 200km/h.
IRSE Exam Module 2 Study Guide Page 14 of 39 Issue 1.0
12.5 In UK mainline signalling practice, the headway benefit of 4 aspect signalling relative to
3 aspect signalling is illustrated below:
• 3 Aspect
.
Stop
at
Stop
Proceed
at
next
signal
line
speed
S
P
L
O
P = 2 x SBD (Service Braking Distance)
Headway= S + 2 x SBD + O + L
• 4 Aspect (assuming equal signal spacing)
Proceed
at
line
speed
Stop
S
P
L
O
P = 1.5 x SBD
Headway = S + 1.5 x SBD + O + L
12.6 For constant speed trains, the headway distance can readily be converted to a
headway time.
12.7 When calculating headway, it is important to work from the maximum permissible line
speed NOT the timetabled speed. This ensures that the worst case is taken into
consideration.
12.8 Recommended reading [4] Pages 4-20, and [7].
IRSE Exam Module 2 Study Guide Page 15 of 39 Issue 1.0
Activity 8
For the signalling system with which you are familiar:
Calculate the effect on timescale headway of a single train stopping at a station where the
predominant linespeed is 150 km/h.
Assume:
The train is stationary for 2 minutes.
2
The train decelerates at 0.55 m/s
2
The train accelerates at 0.6 m/s
The train is 200 m long
Other assumptions as necessary and reasonable
IRSE Exam Module 2 Study Guide Page 16 of 39 Issue 1.0
IRSE Exam Module 2 Study Guide Page 17 of 39 Issue 1.0
Activity 9
Create a spreadsheet to allow you to explore the effect for a range of speeds on:
- Timescale Headway
- Distance Headway
- Trains per hour
- Seats per hour
Include the following variables:
- Speed
- Deceleration rate
- Braking distance (calculated from speed and Deceleration Rate)
- Overlap length
- Sighting Distance
- Number of Carriages in the train (say 16m per carriage)
Clearance Point – Is a position on a diverging line which is sufficiently far from the
Fouling Point such that a train detected beyond it would always be adequately clear of
another train on the other line. The actual physical dimension is related to the permitted
geometry of trains (including the overhang of the train beyond its final axle) and the
geometry of the junction
Fig. 7
IRSE Exam Module 2 Study Guide Page 19 of 39 Issue 1.0
Activity 10
Research the way in which Fouling Points and Clearance Points are defined on the railway
administration with which you are familiar.
Consider:
- A single set of points (as illustrated above)
- Two sets of points forming a crossover between parallel running lines
- Diamond crossings
- Single and double slip point layouts.
17.9 When signalling a layout, it is important to place boundaries of train detection sections
in a position where clearance points can realistically be achieved and to include notes
specifying that their site position should be such as to actually prove clearance.
17.10 Sometimes points (or other devices such as derailers) are provided within a layout to
specifically derail a train that has made a move without a Movement Authority in order
to prevent it from colliding with another authorised train movement. This is required by
the IRSE Fundamental Requirement contained in section 3.3 – ‘Controls should be in
place to prevent or mitigate the consequences of…........trains moving without
authorisation’.
Fig 8
“Trap”
Point
Siding
Running
Line
17.11 In UK Main Line practice these points are terms “Trap Points” and are provided at:
• The exit from sidings, to prevent vehicles in the sidings inadvertently making
movements (either under power or gravity) onto the running line;;
• In lieu of Overlaps where physical constraints prevent the provision of a suitable
overlap.
17.12 An “Interrupter” is provided associated with the train detection section covering the trap
points to ensure that if a vehicle proceeds through the “derail position” of the points
then the train detection section is forced to the occupied state to provide protection to
the derailment site.
17.13 Recommended reading [4] Pages 113-122.
Activity 11
Research the signalling principles of a railway administration with which you are familiar and:
- Identify the requirements for trap points or derailers together with any requirements for the
forced occupation of train detection sections over those points
- Identify the specified position of clearance points
IRSE Exam Module 2 Study Guide Page 20 of 39 Issue 1.0
18. Train Detection
18.1 Train detection is used to enable the signalling system to have information about the
position of trains.
18.2 In the earliest historical situation this was provided by visual observation of the position
of trains by the signaller (who was in large measure the “signalling system”).
18.3 In modern systems, complete train detection is generally applied.
18.4 There are two principal types of train detection:
• Where the train detection system detects the presence (and sometimes direction of
travel) of a train or part of a train within a defined section of track (a Train Detection
Section). This type of train detection is provided by Track Circuits or Axle Counters.
Train Detection Sections generally have 2 states – they are either “Occupied” (by a
train) or “Clear”;;
• Where the train detection system identifies that a train has reached a particular
point on the track. This type of train detection is provided by devices such as
Treadles or Position Detectors;;
• Position detectors and treadles are sometimes directional in that they only report
the position of a train if it is travelling in a particular direction.
Fig. 9
18.5 In Fig. 9 above:
• Train Detection Section ‘AB’ detects the presence of a train anywhere within its
three boundaries;;
• Treadle PQ detects a train passing its geographical position on the track layout.
18.6 The detailed technology of train detection systems is covered in other Study Guides.
This guide is solely interested in the need for a positioning of train detection systems.
However in summary there are two broad technologies for continuous train detection:
• Track Circuits, where the rails form an electrical circuit transmitting a signal from
one end of the track circuit to the other. The presence of a train’s wheels
electrically shunts this signal and the lack of signal at the receiver end is interpreted
as an occupied section;;
• Axle counters, where the number of axles entering or leaving a section is detected
by a magnetic sensor attached to the rails. The section is interpreted as “Clear”
when the net number of axles within it is zero.
IRSE Exam Module 2 Study Guide Page 21 of 39 Issue 1.0
18.7 The boundaries between track circuit sections and axle counter sections are generally
shown differently;; see Fig.10 below:
Fig.10
18.8 The number of train detection sections provides the “resolution” of the signalling
system’s view of train positioning. For the greatest “resolution” there needs to be more
train detection sections, but clearly each section provided comes with an economic
cost.
18.9 Within the signalling system, train detection sections enable certain functionality
including:
• An occupied section prevents the movement of points within it boundary (sections
AB and BB in the sketch on the previous page);;
• An occupied section within a Block Section (usually) prevents the signal controlling
the entrance to that Block Section from displaying a proceed aspect;;
• Enforcing the reservation of infrastructure within a Movement Authority.
18.10 Recommended reading [4] Pages 123-129.
Activity 12
Research the signalling principles of a railway administration with which you are familiar and list
the circumstances in which a train detection section (or train detection section boundary) is
required.
Include within your consideration Train Detection Sections associated with:
- Point work
- Signals
- Overlaps
- Junction signalling
- Level Crossings
IRSE Exam Module 2 Study Guide Page 22 of 39 Issue 1.0
Fig.11
19.5 On many railway administrations, signals are labelled differently to the driver with
specific symbols to indicate (for example) whether they are authorised to pass the
signal at danger (at caution) under degraded mode or failure conditions.Typically this
may apply to a signal which has no moveable infrastructure within its route.
19.6 Recommended reading [4] Pages 72 -74.
Activity 13
Research the asset numbering conventions of a railway administration with which you are
familiar.
Research the “plating” of signals for a railways administration with which you are familiar so that
you understand:
- The meaning of the different “plating” options to the driver, and hence the interface with
operating rules
- The criteria associated with “plating” a signal in a particular manner.
IRSE Exam Module 2 Study Guide Page 23 of 39 Issue 1.0
20. Route Setting
20.1 In order to successfully signal a layout, it is necessary to understand the broad
principles of operation of a typical signalling system. These will be illustrated by
considering the following relatively simple track layout (Fig.12). The explanation is
broadly based on UK practice.
Fig.12
20.2 In the quiescent state, with no trains present, the signaller is able to move points 101,
102, 103, or set a route from any signal.
20.3 “Setting a Route” from a signal is the process of reserving the section of line from that
signal to the next, altering the position of points within that section of line to the correct
lie and proving that those points are set and locked in the correct direction.
20.4 In the example, setting a route from signal 3 to signal 5 will reserve the section of track
between them, including the overlap beyond signal 5 and initiate the movement of 101
points and 102 points to the normal position and also prove that the points have moved
and are locked in that position.
20.5 Once the route is set, then the signalling system will prove track detection sections AA,
AB, AD and the overlap beyond 5 signal are clear;; points 102 and 101 are detected in
the correct position and issue a movement authority, which will allow signal 3 to display
a proceed aspect.
20.6 The nature of the proceed aspect will depend on the braking requirements of the train
to the next stop signal.
IRSE Exam Module 2 Study Guide Page 24 of 39 Issue 1.0
Fig.13
20.7 In this state, the system will prevent the signaller from setting a route from 1 signal to 5
signal, or from 4 signal to 6 signal since these routes require a section of route already
reserved by the route from 3 signal to 5 signal.
20.8 The system will however allow a route to be set from 4 signal to 2 signal as this does
not need any of the already reserved section of line.
20.9 If in this state the signaller decides to rescind the movement authority from 3 signal
then the signal will be replaced to danger. However, the route (i.e. the reservation of
the section of line) will be maintained (locked) until either:
• The system determines that there is no train approaching 3 signal, or
• A time delay elapses (sufficient to allow any train approaching 3 signal to brake to a
standstill), or
• The train passes 3 signal (as is it too close to be able to stop).
20.10 This functionality is often referred to as “Approach Locking” and fulfils the 2nd bullet
requirement of the IRSE Fundamentals in section 3.3. Its purpose is to maintain the
reservation of the route in case the train is so close to the entrance signal that it cannot
stop.
20.11 If the signaller does not decide to rescind the movement authority, and a train passes
signal 3, into the route, then the system operates such that:
• The route is able to be released behind the rear of the train, and
• The route is maintained (locked) in front of the train. This is often referred to as
“Route Locking”.
20.12 In the example, once the train has moved wholly onto train detection section AD, then
the route can be released over train detection sections AA and AB and 102 points. 101
points however remain locked until the train has cleared AD section.
20.13 In the illustrated example, this means that points 101 remain locked until sometime
after the train has physically moved clear of them (since it has to clear section AD).
Whilst 101 points are locked, then a route from 4 signal to 6 signal cannot be set.
20.14 If the specified headway requirements and train service pattern cannot tolerate this
delay, then an additional train detection section can be inserted such that the points are
freed from locking as soon as the train physically clears them.
IRSE Exam Module 2 Study Guide Page 25 of 39 Issue 1.0
20.16 Similar additional sections could also be inserted associated with the other points in the
layout to allow this extra flexibility and capacity as illustrated below. Note however that
it the train service specification only required very few trains, then these extra sections
would not be economically justified.
Fig.14
IRSE Exam Module 2 Study Guide Page 26 of 39 Issue 1.0
21. Train Protection
21.1 This section considers the IRSE fundamental Requirement contained in section 3.3 –
“Controls should be in place to prevent or mitigate the consequences of:
• Trains passing the end point of their movement authority;;
• Trains exceeding their permitted speed;;
• Trains moving without authorisation”.
21.2 The previous few sections have considered the usual situation where drivers obey
lineside signals and thus always stop at red signals at the end of their movement
authority. Whilst in most countries, drivers’ performance at obeying red signals is very
good and sometimes exceeds the theoretical human capacity for avoiding errors, there
are still occasions when, in reality, drivers may fail to stop at the end of the movement
authority for a number of reasons including:
• Misjudgement of braking performance in the environmental conditions prevailing at
the time;;
• Lack of attention or incapacity;;
• Lack of capability due to inadequate training.
21.3 Overlaps are a means of mitigating some of this risk, and they were discussed in
section 11.
21.4 Additional means of mitigation include:
a) The provision of a “Train Stop” functionality, where a train detected passing a
signal at danger has its brakes automatically applied;;
b) The provision of “Overspeed Detection” functionality, where a train detected
approaching a signal at danger at too high a speed to stop at the signal has its
braked automatically applied;;
c) The provision of “Comprehensive Speed Supervision” functionality where the actual
speed of the train is continuously compared with its permitted speed (taking into
account speed restrictions and the length of the Movement Authority) and the
brakes are automatically applied when the actual speed exceeds the permitted
speed;;
d) The provision of “Signal Repeating” functionality where some elements of the
signal aspect is displayed in the cab and the driver is required to acknowledge
certain aspects to prevent an automatic brake initiation.
21.5 In UK Mainline Practice, TPWS fulfils function a) and b), and AWS fulfils function d) in
21.4 above.
21.6 In UK London Underground practice, mechanical trainstops are provided on some lines
to fulfil function a).
21.7 Overspeed Detection and Signal Repeating functionality is also used in some railway
administrations to enforce significant reductions in line speed.
21.8 Another means of protecting against the possibility of an overrunning train colliding with
another authorised train movement is by requiring points beyond the route in question
to be in a particular position so as to divert an overrunning train away from an
authorised train movement.
21.9 An example is provided in Fig.15 below:
• A route set up to signal 4 could require points 103 to be set normal, so that in the
event of the train overrunning signal 4, it would not collide with a train travelling on
an authorised movement authority from signal 3 to signal 5. This is referred to as
“Overrun protection”;;
• Conversely a route from signal 3 to signal 5 could require 103 to be set normal so
that a train overrunning 4 signal would not collide with its side. This is referred to as
“Flank Protection”.
IRSE Exam Module 2 Study Guide Page 27 of 39 Issue 1.0
21.10 The provision of such controls is dependent on particular railway administrations and
their policy for overrun management. For example if signal 4 were fitted with train stops,
and had a calculated overlap which terminated before 103 points, then the risk of a
train overrunning 4 signal reaching 103 points is very low and hence the control would
probably not be provided.
Fig.15
Activity 14
Research the methods of train protection employed on the railway administration with which you
are familiar.
Consider:
- “Signal repeating” functionality
- Train stop functionality
- Overspeed detection
- Flank Protection
- Overrun Protection
IRSE Exam Module 2 Study Guide Page 28 of 39 Issue 1.0
22. Junction Signalling
22.1 Where lines diverge, the track layout is often designed (for economic or geographic
reasons) such that one route (the main line) will have a much higher permitted speed
that the other route (the diverging line).
22.2 When a train is routed onto the diverging line, the driver needs to know so that they can
adjust the train’s speed appropriately.
22.3 On a “Speed” signalled system, the driver can be notified by the aspect sequence of
the previous signal(s).
22.4 On “Route” signalled systems, the driver is generally given a signal indication of the
route they are to take, and is expected to adjust their speed on the basis of their
knowledge of the route. On some railway administrations, this is partially enforced by
for example holding the signal immediately before the junction at red until the train is
close to it (and has therefore slowed) and will be able to see any signal indication of
divergent route before allowing it to clear for the diverging route. This is known as
“Approach Release”.
22.5 This methodology can on its own be unnecessarily restrictive and so additional signal
indications are sometimes provided at preceding signal(s).
22.6 If “Comprehensive Speed Supervision” is provided then this contributes to the effective
management of speeds through junctions. (see section 21.4).
22.7 Recommended reading [4] Pages 77-83.
Activity 15
Research the methods of junction signalling and associated signal aspects and sequences and
other controls employed on the railway administration with which you are familiar.
IRSE Exam Module 2 Study Guide Page 29 of 39 Issue 1.0
23. Level (Grade) Crossings
23.1 A level (grade) crossing is where a road crosses the railway line on the level.
23.2 Clearly there is a need to ensure that the road is closed to road traffic before a train is
able to pass across the level crossing. This fulfils the IRSE Fundamental contained in
section 3.3 – “Protection should be provided for the public and trains at level (grade)
crossings.”
23.3 Railway administrations adopt a wide variety of methodologies for providing this
protection with varying arrangements of lights, barriers, operating sequences etc.,
dependent upon local practice and highway regulations.
23.4 However they can be broadly split into 2 groups:
• Crossings which are protected by signals. The signal is only allowed to clear when
the crossing has been proved to be closed to road traffic and the crossing area
itself is clear;;
• Crossings which are not protected by signals, but which continuously detect that
no trains are approaching in order to maintain the road open. Where a train is
detected approaching (within a specified distance dependent upon line speed and
desired crossing closed times), the crossing is automatically closed to road traffic.
Since the closure of the crossing is not proved in approaching signals, the
mechanism by with the crossing is closed needs to be highly reliable and utilise
4
“fail safe ” principles.
Activity 16
Research the methods of junction level crossing protection employed on the railway
administration with which you are familiar.
Take particular note of:
- Requirements for protective signals and their permitted relative position to the crossing.
- Constraints on non signal protected crossings associated with line speed, traffic density and
numbers of lines.
4
“Fail Safe” is a philosophy of equipment and system design whereby all credible failure modes lead to a more
restrictive and safer situation. In this level crossing application, this means that the crossing is closed to road
traffic. In the more general signalling sense this implies that signals revert to red, track circuits become occupied
etc.
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24. Signal Positions
24.1 Apart from the considerations of headway and braking distances, there are also other
constraints on the position of signals which need to be understood to correctly signal
the layout. These vary significantly across railway administrations, so research is
needed. The following paragraphs summarise the most common.
24.2 Physical sighting. The purpose of the signal is to communicate information to the train
driver. To enable this, the driver clearly needs to be able to see it for a sufficient period
of time to assimilate the information. In real life, a site survey is usually used to
determine the final signal position. For the purposes of the IRSE exam, you will need to
ensure that you do not position signals somewhere where the sighting will obviously be
compromised. The classic example is just beyond an over bridge. For the purposes of
the exam is probably worth stating in your assumptions that the final position of signals
is subject to on site survey to confirm readability.
24.3 Parallel signals. Not only does a driver have to be able to see a signal, they also have
to determine which signal applies to them if they can see several signals
simultaneously. For this reason many railway administrations require that when there
are parallel lines signalled for the same direction of traffic, then the signals shall usually
be adjacent to one another unless specific measures are put in place to mitigate the
risk of incorrect reading. Examples may be mounting one at much reduced height.
24.4 Maintainability. Signals need maintenance. You should therefore avoid putting them
where this will be problematic. Examples include on viaducts or in tunnels. (This is
clearly inapplicable to underground metros!)
24.5 Overlap clear of junction. If the overlap of a signal extends through a junction, then
the route up to that signal will lock the junction, until the train has come to a proven
stand at the junction and the overlap is released. This clearly precludes other
simultaneous conflicting movements through the junction. It is more flexible and greatly
reduces the complexity of the interlocking if the overlap stops before the junction,
especially on converging junctions.
24.6 Reasonably Even spacing. Where an aspect sequence includes more than one
cautionary aspect before the stop signal at the end of the movement authority, then it is
easier for the driver to judge their brake application if they are relatively evenly spaced.
In the UK Mainline there is a 1/3 2/3 rule to limit the degree of unevenness.
24.7 Overbraking. The minimum distance between the first cautionary aspect and the stop
signal at the end of the movement authority is the service braking distance. However if
the actual distance is very significantly greater than this, then there is a risk that the
driver becomes accustomed to not applying the brakes at the cautionary first aspect
and may then forget / misjudge their brake application, resulting in the risk of
overrunning their movement authority. For this reason, excessive over braking should
be avoided if possible. In UK mainline, there is a 50% overbraking rule to limit this.
24.8 Platform Starter signals. Where signals are required in the vicinity of a station
platform, then they should usually be positioned at the exit end of the platform (such
that a train stopping at them will be in the platform) or at least a train’s length beyond
the platform (so that no part of a train stopping at them will be in the platform).
24.9 Standage. In certain parts of the layout, it is necessary to fit a train of the specified
length. (perhaps in a loop line). The position of signals relative to each other, or relative
to the point work needs to facilitate this, with an appropriate allowance for such
practical factors as the variation in stopping position fo the train relative to a signal, and
the potential for possible “roll back” of the train (especially where trains without full
brake fitment operate).
24.10 Recommended reading [4] Pages 86-112, and [1] Pages 30-46.
IRSE Exam Module 2 Study Guide Page 31 of 39 Issue 1.0
Activity 17
Review the list of signal position constraints listed in the previous section and for the railway
administration that you are familiar with:
- Identify which of these apply
- Identify any further constraints
- Research and list out the specific constraints applicable.
IRSE Exam Module 2 Study Guide Page 32 of 39 Issue 1.0
26. Key Principles for Signalling the Layout
26.1 This section covers the key suggested general approach to Signalling the Layout in the
context of the IRSE exam. You should practice this approach on past layouts and
modify it to suit your particular style. You should also modify it in the light of the specific
questions asked in the exam and the marking scheme.
26.2 Read the question set and the marking scheme, and study the layout. Ensure that
you fully understand what is being asked and for what you will receive credit.
(There is little time to do work for which there is no credit)
26.3 Do NOT answer the question you have practised from previous papers. You only
get credit for answering THE ACTUAL EXAM question.
26.4 You should provide the minimum necessary equipment to meet the functionality
required.
26.5 From the train braking information and gradient information provided calculate the
service braking distance. You may need to do this for a number of different lines on the
layout. Show your calculations and assumptions.
26.6 From the train service specification (however provided) identify the headway that you
need to deliver. You may need to do this for a number of lines. You should generally
round upward in headway and provide more than the minimum specified, since this
allows perturbation management in the real layout, but beware of overprovision and
hence not designing an economical layout. Show your calculations and assumptions.
26.7 From the braking distance and the headway assessment deduce the form of signalling
that you will provide. This can range from continuous high density signalling to islands
of signalling with big gaps in between for very low capacity. Show why you have come
to these conclusions.
26.8 Indicate the normal lie of point work, and add any trap points necessary.
26.9 Start fitting main signals into your layout, taking into account the braking distance,
headway requirements and signal position constraints.
26.10 Add shunting signals as required to meet the train service and operational specification.
26.11 Add train detection boundaries, including noting those that prove clearance from
junctions.
26.12 Add train protection.
26.13 Number all your signals, points and train detection sections in different numbering
schemes.
26.14 Add any other features needed to satisfy the specification and the exam question.
26.15 Many requirements and constraints will conflict, and you will need to exercise
judgement to resolve these conflicts. You should provide rationale for this, and use the
guidance contained in section 25.
26.16 Throughout you should state your rationale for decisions taken and clearly list any
assumptions you make.
IRSE Exam Module 2 Study Guide Page 33 of 39 Issue 1.0
27. Glossary of Terms
27.1 The terms used below may be more precisely defined by any given railway
administration. The glossary provided is designed to give an understanding of the
concept associated with the term for the purposes of this study guide rather than
necessarily a precise definition.
Approach Locking A control applied by the signalling system after a movement authority
has been issued which has the effect of maintaining the reservation
of the relevant section of line (the route) if the movement authority is
rescinded. This maintenance of reservation protects any train that is
so close to the start of the rescinded movement authority that it
cannot stop before entering it.
Approach Release A control applied on the approach to diverging junctions to reduce the
(also known as speed of trains signalled on the diverging (lower speed) route such
Approach Control) that the driver can see the signal indication of the divergence and
drive at an appropriate seed using their route knowledge.
Axle Counter A form of train detection system where a track mounted wheel sensor
counts the number of axles entering and leaving each extremity of
the train detection section. Evaluation of these counts determines if
the net number of axles within the section is zero, and this is
interpreted as a clear section.
Block Section A section of line that the signalling system (usually) ensures is only
occupied by one train.
Braking Distance The distance that a train takes to brake to a stand from a particular
speed.
IRSE Exam Module 2 Study Guide Page 34 of 39 Issue 1.0
Derailer A moveable device which is placed on the rails with the specific intent
of derailing a train which has made an un-authorised movement in
order to prevent is running into an authorised train movement. It
performs the same function as trap points.
Detected / A term used to indicate that a particular signalling asset has been
Detection sensed to be in a particular (desired) state.
The points are detected normal – the points are proven to be in the
normal position.
The wheel sensor detected a passing axle.
Emergency Braking The absolute minimum distance it will take a particular train to stop,
Distance ignoring passenger comfort.
Flank Protection A control applied by the signalling system to a set of points to require
them to be in a certain position to protect an authorised train
movement from a side (flank) collision from an unauthorised train
movement.
Fouling Point The position associated with a set of points (switches) on one of the
diverging lines where a train standing would just touch another train
standing on the other line. (the dimension is related to the envelope
of the rolling stock and the geometry of the points).
Headway The minimum distance (or time) between two trains one the same
line with the following train NOT in receipt of a cautionary aspect (to
provide advance warning of the end of its movement authority).
Interupter A device (usually) associated with trap points which detects that a
train has been derailed and inputs into the signalling system to
provide protection to that derailment. This is often effected by forcing
the associated train detection section to an occupied state.
Lineside Signal An array of coloured lights (or moveable arms) mounted adjacent to
the line to visually communicate a movement authority (together with
conditions of that movement authority) to the train driver.
Locked A term used to denote that a moveable element of the rails (switches
or moveable bridges) is safely fixed in the desired position. Closely
synonymous with “secure”
The term is also used to indicate that a route has been reserved (for
the time being) for the exclusive use of a particular train. The route is
said to be locked until such time as it is released by the train passing
through the route or other means.
IRSE Exam Module 2 Study Guide Page 35 of 39 Issue 1.0
Normal A term used to describe one notional but defined position of a
particular set of points. Normal is usually the lie of the points seen to
be the “main” or “straight” route or the least conflicting route.
Occupied A term used to indicate that a train is present in a particular track
section.
Out of A term used to indicate that a set of points is NOT detected and
correspondence locked in the position desired by the interlocking.
Overlap A section of line beyond the end of a movement authority which is
reserved for the use of the train using the movement authority in case
of driver misjudgement of braking.
Overrun Protection A control applied by the signalling system to a set of points to require
them to be in a certain position to divert a train potentially
overrunning its movement authority from the path of another
(authorised) train movement.
Overspeed A means of detecting if a train is proceeding at a speed greater than
Detection a particular value. This can be by means of train borne equipment, or
infrastructure based equipment. The detection of overspeed usually
results in an enforced brake application.
Position Detector A lineside device with synonymous functionality to a Treadle. Usually
applied to electromagnetic detection devices rather than mechanical
devices.
Proceed Aspect Any aspect displayed by a signal which communicates a movement
authority to the train driver, and hence allows the train pass that
signal.
Reserved A term used to denote that a section of line is allocated (for the time
being) by the signalling system for the exclusive use of a particular
train. When the route is thus reserved it is sometimes referred to as
being locked.
Reverse A term used to describe one notional but defined position of a
particular set of points. The opposite of Normal.
Route A term often used to describe the reservation of a section of line prior
to issuing a movement authority for a train to pass over that section.
Setting a route means applying reservation to that section of line,
which usually starts at one signal end at the next signal.
Route Knowledge A drivers knowledge of a particular geographic route, including the
layout, the position of signals, the aspects those signals can display
and the line speed, including though each junction.
Route locking The functionality of the signalling system which ensures that a
reserved section of track (route set) is locked in that state until the
train has passed through the route (or a section of it) at which time
the route is released.
Route Signalling A philosophy of signalling systems where the signalling system
displays the route set ahead for the train to the train driver (either by
lineside signals or in cab display). The train driver is expected to
have “route knowledge” such that they can (for example) identify that
a diverging route set ahead means that they have to reduce speed to
a particular value.
IRSE Exam Module 2 Study Guide Page 36 of 39 Issue 1.0
Secure A term used to indicate that moveable elements of rails (switches or
moveable bridges) in a section of line are safely fixed in the desired
position.
Service Braking The distance within which all train using the route can brake from a
Distance (SBD) particular speed to a stand under all reasonably foreseeable
conditions including all relevant tolerances of systems and the
comfort of passengers.
Service The rate at which all train using the route can brake from a particular
Deceleration Rate speed to a stand under all reasonably foreseeable conditions
including all relevant tolerances of systems and the comfort of
passengers.
Set Left A term sometimes used to describe the lie of a particular set of points
when viewed facing the divergence.
Set Right A term sometimes used to describe the lie of a particular set of points
when viewed facing the divergence.
Speed Signalling A philosophy of signalling systems where the signalling system
displays the permitted speed to the train driver (either by lineside
signals or in cab display).
Speed supervision The continuous detection of a trains actual speed relative to its
permitted speed, with enforced brake application in the event that the
permitted speed is exceeded.
Standage A term used to indicate the length of train that can be accommodated
within a particular part of a track layout. For example a loop line may
be sufficiently long that a train of 200m length can stand at the exit
signal and its rear be sufficiently clear of the entrance to the loop.
(i.e. past the clearance point). The loop is said to have a standage of
200m.
Trap Points A set of points (switches) which are provided in the layout specifically
to derail a train which has made an un-authorised movement in order
to prevent it running into an authorised train movement. These are
sometimes provided in lieu of overlaps where geographic conditions
prevent the provision of an overlap.
Treadle A lineside device which detects the passage of a train (a wheel) past
a particular point. It is sometimes directional, in that it only detects
train movements in a particular direction.
IRSE Exam Module 2 Study Guide Page 37 of 39 Issue 1.0
Draft 0.7 06/01/16 Initial draft provided for review by representative examiners
Draft 0.8 14/03/16 Final draft updated following examiner’s comments and cross
correlation to recommended reading list
Issue 1.0 05/2016 Final formatting and convert to PDF for website
30. Authorship
IRSE Exam Module 2 Study Guide Page 38 of 39 Issue 1.0
Module 2 Study Guide Feedback
The IRSE has revised this study guide following feedback from candidates but is always seeking
continuous improvement and would welcome your views on how helpful this has been to you in
preparing for the examination. It would be appreciated if you are able to take a few minutes to
complete the feedback form below and send to the IRSE Professional Development Manager at 4th
Floor 1 Birdcage Walk Westminster London SW1H 9JJ,UK or email pd@irse.org
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Finally if you have used other study guides for other IRSE modules we would appreciate your
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IRSE Exam Module 2 Study Guide Page 39 of 39 Issue 1.0