Axle Torsional Deformation for Wheel-Rail Adhesion Measurement

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Solution Overview

Problem

Current systems for monitoring wheel-rail contact forces in railway vehicles do not effectively estimate wheel-rail adhesion, relying on indirect and error-prone methods such as optical, temperature, or conductivity sensors, and adhesion observatories, which are not precise due to mechanical and environmental variations, and fail to account for degraded adhesion conditions.

Innovation Solution

A system that detects torsional deformations of the axle to estimate a direct wheel-rail adhesion value by calculating the ratio of longitudinal adhesion force to normal load, using a deformation detection circuit and a controller to convert torque values into adhesion force values, eliminating the need to estimate braking or traction forces.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Device complexity

If indirect measurement methods (optical, temperature, conductivity sensors) are used to estimate wheel-rail adhesion, then the system complexity is reduced, but the measurement precision deteriorates due to mechanical and environmental variations

Engineering Contradiction:
Improvesystem complexityVSAvoidadhesion estimation precision
Core Design Contradiction:
Device complexityVSMeasurement precision

Solution Approach 1:

The patent replaces indirect optical, temperature, or conductivity sensors with direct mechanical measurement using strain gauges mounted on the axle. This substitution measures actual mechanical deformation (torsional and bending stresses) caused by wheel-rail adhesion forces, eliminating errors from environmental factors and mechanical actuator variations while maintaining relatively simple system architecture.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

2Device complexity

If adhesion observatories based on braking or traction force are used, then the measurement system becomes simpler, but the reliability deteriorates due to error propagation from mechanical characteristics and environmental conditions

Engineering Contradiction:
Improvemeasurement system complexityVSAvoidadhesion estimation reliability
Core Design Contradiction:
Device complexityVSReliability

Solution Approach 1:

The patent replaces force estimation based on braking/traction actuator characteristics with direct measurement of mechanical deformation on the axle itself. By measuring torsional and bending stresses directly at the wheel-rail contact point, the system eliminates error propagation from brake pad-friction variability, actuator efficiency changes, and environmental conditions, significantly improving reliability.

Inventive Principle:
Principle #28Mechanics substitution (Replace mechanical system)

Solution Approach 2:

The patent introduces strain gauges as an intermediary element that directly senses the mechanical deformation caused by adhesion forces on the axle. This intermediary provides a reliable transmission of the actual adhesion force information from the wheel-rail contact point to the measurement system, bypassing the unreliable chain of actuator characteristics and environmental factors.

Inventive Principle:
Principle #24Intermediary (Mediator)

3Measurement precision

If strain gauges are installed on the axle to estimate contact forces, then the measurement precision improves, but the device complexity increases due to calibration requirements and multiple measurement points

Engineering Contradiction:
Improvecontact force measurement precisionVSAvoidsystem complexity
Core Design Contradiction:
Measurement precisionVSDevice complexity

Solution Approach 1:

The patent extracts and isolates the specific measurement of torsional deformation on the axle that directly correlates with adhesion forces. By focusing only on the relevant deformation component (torsional stress from wheel-rail friction) rather than measuring all contact force components, the system achieves precise adhesion measurement with minimal sensor requirements and simplified calibration.

Inventive Principle:
Principle #2Taking out (Extraction)

4Measurement precision

If direct measurement of wheel-rail adhesion forces is implemented, then the measurement precision improves, but the ease of operation deteriorates due to installation and calibration complexity

Engineering Contradiction:
Improveadhesion measurement precisionVSAvoidinstallation and calibration ease
Core Design Contradiction:
Measurement precisionVSEase of operation

Solution Approach 1:

The patent extracts the specific torsional deformation signal from the axle that directly represents adhesion forces. By isolating this single measurement parameter rather than requiring comprehensive calibration of multiple force components, the system achieves direct adhesion measurement while reducing installation and calibration complexity to a manageable level.

Inventive Principle:
Principle #2Taking out (Extraction)

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables precise and direct estimation of wheel-rail adhesion by measuring longitudinal forces transferred from the axle to the rail, improving accuracy and reliability in monitoring and maintenance operations.

Implementation Method 1

It is known in the art to install one or more strain gauges (in various configurations: Wheatstone bridge, etc.) on the axle and/or on the wheel of a railway vehicle, to calibrate the measuring system and to estimate the contact forces starting from the deformation of the axle.

Methodology Applied
Scientific EffectStrain gauge measurement: Piezoresistive Effect

Data Source

PatentUS11465598B2System and method for determining a wheel-rail adhesion value for a railway vehicle
Publication Date: 2022.10.11 FAIVELEY TRANSPORT ITAL SPA
  • US11465598B2 patent drawing
  • US11465598B2 patent drawing
  • US11465598B2 patent drawing

AI summary

A system for determining a wheel-rail adhesion value for a railway vehicle including at least one axle to which two wheels having a radius are coupled is provided. The system includes a deformation detection circuit coupled to an axle arranged to detect a torsional deformation of the axle due to a longitudinal adhesion force transferred from the axle to the rail, and a controller arranged to estimate a torque value as a function of the torsional deformation detected to convert the estimated torque value into the longitudinal adhesion force value as a function of the radius of the wheels, and to calculate the wheel-rail adhesion value through the ratio between the longitudinal adhesion force value and a normal load value that the axle exerts on the rail. A method for determining a wheel-rail adhesion value for a railway vehicle is also provided.