Rail transport is a means of conveyance of passengers and goods by way of wheeled vehicles running on rail tracks. In contrast to road transport, where vehicles merely run on a prepared surface, rail vehicles are also directionally guided by the tracks on which they run. Track usually consists of steel rails installed on sleepers/ties and ballast, on which the rolling stock, usually fitted with metal wheels, moves. However, other variations are also possible, such as slab track where the rails are fastened to a concrete foundation resting on a prepared subsurface.
Rolling stock in railway transport systems generally has lower frictional resistance when compared with highway vehicles, and the passenger and freight cars (carriages and wagons) can be coupled into longer trains. The operation is carried out by a railway company, providing transport between train stations or freight customer facilities. Power is provided by locomotives which either draw electrical power from a railway electrification system or produce their own power, usually by diesel engines. Most tracks are accompanied by a signalling system. Railways are a safe land transport system when compared to other forms of transport. Railway transport is capable of high levels of passenger and cargo utilization and energy efficiency, but is often less flexible and more capital-intensive than highway transport is, when lower traffic levels are considered.
The oldest, man-hauled railways date to the 6th century B.C, with Periander, one of the Seven Sages of Greece, credited with its invention. Rail transport blossomed after the British development of the steam engine as a viable source of power in the 18th and 19th centuries. With steam engines, it was possible to construct mainline railways, which were a key component of the industrial revolution. Also, railways reduced the costs of shipping, and allowed for fewer lost goods. The change from canals to railways allowed for "national markets" in which prices varied very little from city to city. Studies have shown that the invention and development of the railway in Europe was one of the most important technological inventions of the late 19th century for the United States, without which, GDP would have been lower by 7.0% in 1890. In the 1880s, electrified trains were introduced, and also the first tramways and rapid transit systems came into being. Starting during the 1940s, the non-electrified railways in most countries had their steam locomotives replaced by diesel-electric locomotives, with the process being almost complete by 2000. During the 1960s, electrified high-speed railway systems were introduced in Japan and a few other countries. Other forms of guided ground transport outside the traditional railway definitions, such as monorail or maglev, have been tried but have seen limited use.
The history of the growth, decline and resurgence of rail transport can be divided up into several discrete periods defined by the principal means of motive power used.
The earliest evidence of a railway was a 6-kilometre (3.7 mi) Diolkos wagonway, which transported boats across the Corinth isthmus in Greece during the 6th century BC. Trucks pushed by slaves ran in grooves in limestone, which provided the track element. The Diolkos ran for over 600 years.
Railways began reappearing in Europe after the Dark Ages. The earliest known record of a railway in Europe from this period is a stained-glass window in the Minster of Freiburg im Breisgau in Germany, dating from around 1350. In 1515, Cardinal Matthäus Lang wrote a description of the Reisszug, a funicular railway at the Hohensalzburg Castle in Austria. The line originally used wooden rails and a hemp haulage rope, and was operated by human or animal power. The line still exists, albeit in updated form, and is one of the oldest railways still to operate.
By 1550, narrow gauge railways with wooden rails were common in mines in Europe. By the 17th century, wooden wagonways were common in the United Kingdom for transporting coal from mines to canal wharfs for transshipment to boats. The world's oldest working railway, built in 1758, is the Middleton Railway in Leeds. In 1764, the first gravity railroad in the United States was built in Lewiston, New York. The first permanent tramway was the Leiper Railroad in 1810.
The first iron plate railway made with cast iron plates on top of wooden rails, was taken into use in 1768. This allowed a variation of gauge to be used. At first only balloon loops could be used for turning, but later, movable points were taken into use that allowed for switching. From the 1790s, iron edge rails began to appear in the United Kingdom. In 1803, William Jessop opened the Surrey Iron Railway in south London, arguably the world's first horse-drawn public railway. The invention of the wrought iron rail by John Birkinshaw in 1820 allowed the short, brittle, and often uneven, cast iron rails to be extended to 15 feet (4.6 m) lengths. These were succeeded by steel in 1857.
Age of steam
The development of the steam engine during the Industrial revolution in the United Kingdom spurred ideas for mobile steam locomotives that could haul trains on tracks. James Watt's patented steam engines of 1769 (revised in 1782) were heavy low-pressure engines which were not suitable for use in locomotives. However, in 1804, using high-pressure steam, Richard Trevithick demonstrated the first locomotive-hauled train in Merthyr Tydfil, United Kingdom. Accompanied with Andrew Vivian, it ran with mixed success, breaking some of the brittle cast-iron plates. Two years later, the first passenger horse-drawn railway was opened nearby between Swansea and Mumbles.
Earliest British steam railways
In 1811, John Blenkinsop designed the first successful and practical railway locomotive—a rack railway worked by a steam locomotive between Middleton Colliery and Leeds on the Middleton Railway. The locomotive, Salamanca, was built the following year. In 1825, George Stephenson built the Locomotion for the Stockton and Darlington Railway, north east England, which was the first public steam railway in the world. In 1829, he built The Rocket which was entered in and won the Rainhill Trials. This success led to Stephenson establishing his company as the pre-eminent builder of steam locomotives used on railways in the United Kingdom, the United States and much of Europe.
In 1830, the first intercity railway, the Liverpool and Manchester Railway, opened. The gauge was that used for the early wagonways and had been adopted for the Stockton and Darlington Railway. The 1,435 mm (4 ft 8 1⁄2 in) width became known as the international standard gauge, used by about 60% of the world's railways. This spurred the spread of rail transport outside the UK.
By the early 1850s Britain had over 7,000 miles of railway, 'a stunning achievement given that only twenty years had elapsed since the opening of the Liverpool and Manchester Railway.
Early railroads in the US
Railroads (as they are known in the US) were built on a far larger scale than those in Continental Europe, both in terms of the distances covered and also in the loading gauge adopted, which allowed for heavier locomotives and double-deck trains.
The railroad era in the United States began in 1830 when Peter Cooper's locomotive, Tom Thumb, first steamed along 13 miles (21 km) of Baltimore and Ohio railroad track. In 1833, the nation's second railroad ran 136 miles (219 km) from Charleston to Hamburg in South Carolina. Not until the 1850s, though, railroads offered long distance service at reasonable rates. A journey from Philadelphia to Charleston involved eight different gauges, which meant that passengers and freight had to change trains seven times. Only at places like Bowling Green, Kentucky, the railroads were connected to one another.
The Baltimore and Ohio that opened in 1830 was the first to evolve from a single line to a network in the United States. By 1831, a steam railway connected Albany and Schenectady, New York, a distance of 16 miles, which was covered in 40 minutes.
The years between 1850 and 1890 saw phenomenal growth in the US railroad system, which at its peak constituted one third of the world's total mileage. Although the American Civil War placed a temporary halt to major new developments, the conflict did demonstrate the enormous strategic importance of railways at times of war. After the war, major developments include the first elevated railway built in New York in 1867 as well as the symbolically important first transcontinental railroad was completed in 1869.
Electrification and dieselisation
Experiments with electrical railways were started by Robert Davidson in 1838. He completed a battery-powered carriage capable of 6.4 km/h (4 mph). The Gross-Lichterfelde Tramway was the first to use electricity fed to the trains en route, when it opened in 1881. Overhead wires were taken into use in the Mödling and Hinterbrühl Tram in Austria in October 1883. At first, this was taken into use on tramways that, until then, had been horse-drawn tramcars. The first conventional completely electrified railway mainline was the 106 km Valtellina line in Italy that was opened on 4 September 1902. During the 1890s, many large cities, such as London, Paris and New York City used the new technology to build rapid transit for urban commuting. In smaller cities, tramways became common and were often the only mode of public transport until the introduction of buses in the 1920s. In North America, interurbans became a common mode to reach suburban areas. At first, all electric railways used direct current but, in 1904, the Stubaital Line in Austria opened with alternating current.
Steam locomotives require large pools of labour to clean, load, maintain and run. After World War II, dramatically increased labour costs in developed countries made steam an increasingly costly form of motive power. At the same time, the war had forced improvements in internal combustion engine technology that made diesel locomotives cheaper and more powerful. This caused many railway companies to initiate programmes to convert all unelectrified sections from steam to diesel locomotion.
Following the large-scale construction of motorways after the war, rail transport became less popular for commuting and air transport started taking large market shares from long-haul passenger trains. Most tramways were either replaced by rapid transits or buses, while high transshipment costs caused short-haul freight trains to become uncompetitive. The 1973 oil crisis led to a change of mind set and most tram systems that had survived into the 1970s remain today. At the same time, containerization allowed freight trains to become more competitive and participate in intermodal freight transport. With the 1964 introduction of the Shinkansen high-speed rail in Japan, trains could again have a dominant position on intercity travel. During the 1970s, the introduction of automated rapid transit systems allowed cheaper operation. The 1990s saw an increased focus on accessibility and low-floor trains. Many tramways have been upgraded to light rail and many cities that closed their old tramways have reopened new light railway systems.
Many benchmarks in equipment and infrastructure led to the growing use of railways. Some innovative features taking place in the 19th and 20th centuries included wood cars replaced with all-steel cars, which provided better safety and maintenance; iron rails replaced with steel rails, which provided higher speed and capacity with lower weight and cost; stove-heated cars to steam-heating cars, piped from locomotive; gas lighting to electric lighting, with use of battery/ alternator unit beneath the car; development of air-conditioning with additional underbody equipment and ice compartment. Some innovative rolling stock included the lightweight, diesel-powered streamliner, which was a modernistic, aerodynamically-styled train with flowing contours; then came the ultra-lightweight car with internal combustion engine in each train's power car; others included the dome car, turbined-powered trains, bilevel rolling stock, and the high-tech/high-speed electric trains.
Even more, in the first half of the 20th century, infrastructure elements adopted technological changes including the continuously welded rail that was 1/4 miles long; concrete tie usage; double tracking major lines; intermodal terminal and handling technology; advances in diesel-electric propulsion to include AC traction systems and propulsion braking systems; and just-in-time inventory control. Beyond technology, even management of systems seen improvements with the adoption of environmental impact concerns; heightened concern of employee and public safety; introduction of urban area rail networks and public agencies to manage them; and downsizing of the industry employment with greater use of contractors and consultants.
A train is a connected series of rail vehicles that move along the track. Propulsion for the train is provided by a separate locomotive or from individual motors in self-propelled multiple units. Most trains carry a revenue load, although non-revenue cars exist for the railway's own use, such as for maintenance-of-way purposes. The engine driver controls the locomotive or other power cars, although people movers and some rapid transits are driverless.
Traditionally, trains are pulled using a locomotive. This involved a single or multiple powered vehicles being located at the front of the train and providing sufficient adhesion to haul the weight of the full train. This remains dominant for freight trains and is often used for passenger trains. A push-pull train has the end passenger car equipped with a driver's cab so the engine driver can remotely control the locomotive. This allows one of the locomotive-hauled train's drawbacks to be removed, since the locomotive need not be moved to the end of the train each time the train changes direction. A railroad car is a vehicle used for the haulage of either passengers or freight.
A multiple unit has powered wheels throughout the whole train. These are used for rapid transit and tram systems, as well as many both short- and long-haul passenger trains. A railcar is a single, self-powered car. Multiple units have a driver's cab at each end of the unit and were developed following the ability to build electric motors and engines small enough to fit under the coach. There are only a few freight multiple units, most of which are high-speed post trains.
Steam locomotives are locomotives with a steam engine that provides adhesion. Coal, petroleum, or wood is burned in a firebox. The heat boils water in the fire-tube boiler to create pressurized steam. The steam travels through the smokebox before leaving via the chimney. In the process, it powers a piston that transmits power directly through a connecting rod (US: main rod) and a crankpin (US: wristpin) on the driving wheel (US main driver) or to a crank on a driving axle. Steam locomotives have been phased out in most parts of the world for economical and safety reasons although many are preserved in working order by heritage railways.
Electric locomotives draw power from a stationary source via an overhead wire or third rail. Some also or instead use a battery. A transformer in the locomotive converts the high voltage, low current power to low voltage, high current used in the electric motors that power the wheels. Modern locomotives use three-phase AC induction motors. Electric locomotives are the most powerful traction. They are also the cheapest to run and provide less noise and no local air pollution. However, they require high capital investments both for the overhead lines and the supporting infrastructure. Accordingly, electric traction is used on urban systems, lines with high traffic and for high-speed rail.
Diesel locomotives use a diesel engine as the prime mover. The energy transmission may be either diesel-electric, diesel-mechanical or diesel-hydraulic but diesel-electric is dominant. Electro-diesel locomotives are built to run as diesel-electric on unelectrified sections and as electric locomotives on electrified sections.
Alternative methods of motive power include magnetic levitation, horse-drawn, cable, gravity, pneumatics and gas turbine.
A passenger train travels between stations where passengers may embark and disembark. The oversight of the train is the duty of a guard/train manager. Passenger trains are part of public transport and often make up the stem of the service, with buses feeding to stations. Passenger trains can involve a variety of functions including long distance intercity travel, daily commuter trips, or local urban transit services. They even include a diversity of vehicles, operating speeds, right of way requirements, and service frequency. Passenger trains usually can be divided into two operations: intercity railway and intracity transit. Whereas as intercity railway involve higher speeds, longer routes, and lower frequency (usually scheduled), intracity transit involves lower speeds, shorter routes, and higher frequency (especially during peak hours).
Intercity trains are long-haul trains that operate with few stops between cities. Trains typically have amenities such as a dining car. Some lines also provide over-night services with sleeping cars. Some long-haul trains been given a specific name. Regional trains are medium distance trains that connect cities with outlying, surrounding areas, or provide a regional service, making more stops and having lower speeds. Commuter trains serve suburbs of urban areas, providing a daily commuting service. Airport rail links provide quick access from city centres to airports.
High-speed rail are special inter-city trains that operate at much higher speeds than conventional railways, the limit being regarded at 200 to 320 km/h. High-speed trains are used mostly for long-haul service and most systems are in Western Europe and East Asia. The speed record is 574.8 km/h (357.2 mph), set by a modified French TGV. Magnetic levitation trains such as the Shanghai airport train use under-riding magnets which attract themselves upward towards the underside of a guideway and this line has achieved somewhat higher peak speeds in day-to-day operation than conventional high-speed railways, although only over short distances. Due to their heightened speeds, route alignments for high-speed rail tend to be steeper grades and broader curves compared to conventional railways. Their high kinetic energy translates to higher horsepower-to-ton ratios (20 hp/ton); this allows trains to accelerate and maintain higher speeds and negotiate steep grades as momentum builds up and recovered in downgrades (reducing cut, fill, and tunneling requirements). Since lateral forces act on curves, curvatures are designed with the highest possible radius. All these features are dramatically different from freight operations, thus justifying exclusive high-speed rail lines if it is economically feasible.
Rapid transit is an intracity system built in large cities and has the highest capacity of any passenger transport system. It is grade separated and commonly built underground or elevated. At street level, smaller trams can be used. Light rails are upgraded trams that have step-free access, their own right-of-way and sometimes sections underground. Monorail systems operate as elevated, medium capacity systems. A people mover is a driverless, grade-separated train that serves only a few stations, as a shuttle. Due to the wide variety of rapid transit systems without much uniformity, route alignment vary widely with diverse right-of-ways (private land, side of road, street median) and geometric characteristics (sharp or broad curves, steep or gentle grades). For instance, the Chicago El trains are designed with extremely short cars to negotiate the sharp curves in the Loop. NJ's PATH have similar-sized cars to accommodate curves in the trans-Hudson tunnels. San Francisco's BART operate large cars on its well-engineered routes.
A freight train hauls cargo using freight cars specialized for the type of goods. Freight trains are very efficient, with economy of scale and high energy efficiency. However, their use can be reduced by lack of flexibility, if there is need of transshipment at both ends of the trip due to lack of tracks to the points of pick-up and delivery. Authorities often encourage the use of cargo rail transport due to its environmental profile.
Container trains have become the dominant type in the US for non-bulk haulage. Containers can easily be transshipped to other modes, such as ships and trucks, using cranes. This has succeeded the boxcar (wagon-load), where the cargo had to be loaded and unloaded into the train manually. The intermodal containerization of cargo has revolutionized the supply chain logistics industry, reducing ship costs significantly. In Europe, the sliding wall wagon has largely superseded the ordinary covered wagons. Other types of cars include refrigerator cars, stock cars for livestock and autoracks for road vehicles. When rail is combined with road transport, a roadrailer will allow trailers to be driven onto the train, allowing for easy transition between road and rail.
Bulk handling represents a key advantage for rail transport. Low or even zero transshipment costs combined with energy efficiency and low inventory costs allow trains to handle bulk much cheaper than by road. Typical bulk cargo includes coal, ore, grains and liquids. Bulk is transported in open-topped cars, hopper cars and tank cars.
Right of way
Railway tracks are laid upon land owned or leased by the railway company. Owing to the desirability of maintaining modest grades, rails will often be laid in circuitous routes in hilly or mountainous terrain. Route length and grade requirements can be reduced by the use of alternating cuttings, bridges and tunnels—all of which can greatly increase the capital expenditures required to develop a right of way, while significantly reducing operating costs and allowing higher speeds on longer radius curves. In densely urbanized areas, railways are sometimes laid in tunnels to minimize the effects on existing properties.
Track consists of two parallel steel rails, anchored perpendicular to members called ties (sleepers) of timber, concrete, steel, or plastic to maintain a consistent distance apart, or rail gauge. Rail gauges are usually categorised as Standard gauge (1,435 mm (4 ft 8 1⁄2 in)) used on approximately 60% of the world's existing railway lines, Broad gauge and Narrow gauge. In addition to the rail gauge, the tracks will be laid to conform with a Loading gauge which defines the maximum height and width for railway vehicles and their loads to ensure safe passage through bridges, tunnels and other structures.
The track guides the conical, flanged wheels, keeping the cars on the track without active steering and therefore allowing trains to be much longer than road vehicles. The rails and ties are usually placed on a foundation made of compressed earth on top of which is placed a bed of ballast to distribute the load from the ties and to prevent the track from buckling as the ground settles over time under the weight of the vehicles passing above.
The ballast also serves as a means of drainage. Some more modern track in special areas is attached by direct fixation without ballast. Track may be prefabricated or assembled in place. By welding rails together to form lengths of continuous welded rail, additional wear and tear on rolling stock caused by the small surface gap at the joints between rails can be counteracted; this also makes for a quieter ride (passenger trains).
On curves the outer rail may be at a higher level than the inner rail. This is called superelevation or cant. This reduces the forces tending to displace the track and makes for a more comfortable ride for standing livestock and standing or seated passengers. A given amount of superelevation will be the most effective over a limited range of speeds.
Turnouts, also known as points and switches, are the means of directing a train onto a diverging section of track. Laid similar to normal track, a point typically consists of a frog (common crossing), check rails and two switch rails. The switch rails may be moved left or right, under the control of the signalling system, to determine which path the train will follow.
Spikes in wooden ties can loosen over time, but split and rotten ties may be individually replaced with new wooden ties or concrete substitutes. Concrete ties can also develop cracks or splits, and can also be replaced individually. Should the rails settle due to soil subsidence, they can be lifted by specialized machinery and additional ballast tamped under the ties to level the rails.
Periodically, ballast must be removed and replaced with clean ballast to ensure adequate drainage. Culverts and other passages for water must be kept clear lest water is impounded by the trackbed, causing landslips. Where trackbeds are placed along rivers, additional protection is usually placed to prevent streambank erosion during times of high water. Bridges require inspection and maintenance, since they are subject to large surges of stress in a short period of time when a heavy train crosses.
Train inspection systems
The inspection of railway equipment is essential for the safe movement of trains. Many types of defect detectors are in use on the world's railroads. These devices utilize technologies vary from a simplistic paddle and switch to infrared and laser scanning, and even ultrasonic audio analysis. Their use has avoided many rail accidents over the 70 years they have been used.
Railway signalling is a system used to control railway traffic safely to prevent trains from colliding. Being guided by fixed rails with low friction, trains are uniquely susceptible to collision since they frequently operate at speeds that do not enable them to stop quickly or within the driver's sighting distance. Most forms of train control involve movement authority being passed from those responsible for each section of a rail network to the train crew. Not all methods require the use of signals, and some systems are specific to single track railways.
The signalling process is traditionally carried out in a signal box, a small building that houses the lever frame required for the signalman to operate switches and signal equipment. These are placed at various intervals along the route of a railway, controlling specified sections of track. More recent technological developments have made such operational doctrine superfluous, with the centralization of signalling operations to regional control rooms. This has been facilitated by the increased use of computers, allowing vast sections of track to be monitored from a single location. The common method of block signalling divides the track into zones guarded by combinations of block signals, operating rules, and automatic-control devices so that only one train may be in a block at any time.
The electrification system provides electrical energy to the trains, so they can operate without a prime mover on board. This allows lower operating costs, but requires large capital investments along the lines. Mainline and tram systems normally have overhead wires, which hang from poles along the line. Grade-separated rapid transit sometimes use a ground third rail.
Power may be fed as direct or alternating current. The most common DC voltages are 600 and 750 V for tram and rapid transit systems, and 1,500 and 3,000 V for mainlines. The two dominant AC systems are 15 kV AC and 25 kV AC.
A railway station serves as an area where passengers can board and alight from trains. A goods station is a yard which is exclusively used for loading and unloading cargo. Large passenger stations have at least one building providing conveniences for passengers, such as purchasing tickets and food. Smaller stations typically only consist of a platform. Early stations were sometimes built with both passenger and goods facilities.
Platforms are used to allow easy access to the trains, and are connected to each other via underpasses, footbridge and level crossings. Some large stations are built as cul-de-sac, with trains only operating out from one direction. Smaller stations normally serve local residential areas, and may have connection to feeder bus services. Large stations, in particular central stations, serve as the main public transport hub for the city, and have transfer available between rail services, and to rapid transit, tram or bus services.
Since the 1980s, there has been an increasing trend to split up railway companies, with companies owning the rolling stock separated from those owning the infrastructure. This is particularly true in Europe, where this arrangement is required by the European Union. This has allowed open access by any train operator to any portion of the European railway network.
In the U.S., virtually all rail networks and infrastructure outside the Northeast Corridor are privately owned by freight lines. Passenger lines, primarily Amtrak, operate as tenants on the freight lines. Consequently, operations must be closely synchronized and coordinated between freight and passenger railroads, with passenger trains often being dispatched by the host freight railroad. Due to this shared system, both are regulated by the Federal Railroad Administration (FRA) and follow the AREMA standards for track work and AAR standards for vehicles.
The main source of income for railway companies is from ticket revenue (for passenger transport) and shipment fees for cargo. Discounts and monthly passes are sometimes available for frequent travellers. Freight revenue may be sold per container slot or for a whole train. Sometimes, the shipper owns the cars and only rents the haulage. For passenger transport, advertisement income can be significant.
Government may choose to give subsidies to rail operation, since rail transport has fewer externalities than other dominant modes of transport. If the railway company is state-owned, the state may simply provide direct subsidies in exchange for an increased production. If operations have been privatized, several options are available. Some countries have a system where the infrastructure is owned by a government agency or company—with open access to the tracks for any company that meets safety requirements. In such cases, the state may choose to provide the tracks free of charge, or for a fee that does not cover all costs. This is seen as analogous to the government providing free access to roads. For passenger operations, a direct subsidy may be paid to a public-owned operator, or public service obligation tender may be helt, and a time-limited contract awarded to the lowest bidder.
U.S.'s national passenger rail service, Amtrak, is a private railroad company chartered by the government. Similarly, Canada's Via Rail system operates in the same fashion. As private passenger services lost significant ground in competition to the automobile and airplane and was forced out the market, they became stockholders of Amtrak either with a cash entrance fee or relinquishing their locomotives and rolling stock. Government aid supports Amtrak by supplying start-up capital and makes up for loses at end of the fiscal year.
Rail transport is one of the safest forms of land travel. Trains can travel at very high speed, but they are heavy, are unable to deviate from the track and require a great distance to stop. Possible accidents include derailment (jumping the track), a collision with another train or collision with an automobile or other vehicle at level crossings. The latter accounts for the majority of rail accidents and casualties. The most important safety measures to prevent accidents are strict operating rules, e.g. railway signalling and gates or grade separation at crossings. Train whistles, bells or horns warn of the presence of a train, while trackside signals maintain the distances between trains.
An important element in the safety of many high-speed inter-city networks such as Japan's Shinkansen is the fact that trains only run on dedicated railway lines, without level crossings. This effectively eliminates the potential for collision with automobiles, other vehicles and pedestrians, vastly reduces the likelihood of collision with other trains and helps ensure services remain timely.
As in any infrastructure asset, railways must keep up with periodic inspection and maintenance in order to minimize effect of infrastructure failures that can disrupt freight revenue operations and passenger services. Because passengers are considered the most crucial cargo and usually operate at higher speeds, steeper grades, and higher capacity/frequency, their lines are especially important. Inspection practices include track geometry cars or walking inspection. Curve maintenance especially for transit services includes gauging, fastener tightening, and rail replacement. Rail corrugation is a common issue with transit systems due to the high number of light-axle, wheel passages which result in grinding of the wheel/rail interface. Since maintenance may overlap with operations, maintenance windows (nighttime hours, off-peak hours, altering train schedules or routes) must be closely followed. In addition, passenger safety during maintenance work (inter-track fencing, proper storage of materials, track work notices, hazards of equipment near states) must be regarded at all times. At times, maintenance access problems can emerge due to tunnels, elevated structures, and congested cityscapes. Here, specialized equipment, smaller versions of conventional maintenance gear are used.
Unlike highways or road networks where capacity is disaggregated into unlinked trips over individual route segments, railway capacity is fundamentally considered a network system. As a result, many components are causes and effects of system disruptions. Maintenance must acknowledge the vast array of a route's performance (type of train service, origination/destination, seasonal impacts), line's capacity (length, terrain, number of tracks, types of train control), train's throughput (max speeds, acceleration/deceleration rates), and service features with shared passenger-freight tracks (sidings, terminal capacities, switching routes, and design type).
Rail transport is an energy-efficient but capital-intensive, means of mechanized land transport. The tracks provide smooth and hard surfaces on which the wheels of the train can roll with a minimum of friction. Moving a vehicle on and/or through a medium (land, sea, or air) requires overcoming resistance to motion. A land vehicle's total resistance (in pounds or Newtons) is a quadratic function of the vehicle's speed:
- R denotes total resistance
- a denotes initial constant resistance
- b denotes velocity-related constant
- c denotes constant that is function of shape, frontal area, and sides of vehicle
- v denotes velocity
- v2 denotes velocity, squared
Essentially, resistance differs between vehicle's contact point and surface of roadway. Metal wheels on metal rails have a significant advantage of overcoming resistance compared to rubber-tired wheels on any road surface (railway – 0.001g at 10 mph and 0.024g at 60 mph; truck – 0.009g at 10 mph and 0.090 at 60 mph). In terms of cargo capacity combining speed and size being moved in a day (ton-miles/day):
- human – can carry 100 lbs. 20 miles per day (one ton-mile/day)
- horse and wheelbarrow – can carry 4 ton-miles/day
- horse cart on good pavement – can carry 10 ton-miles/day
- fully utility truck – can carry 20,000 ton-miles/day
- long-haul train – can carry 500,000 ton-miles/day Most trains take 250–400 trucks off the road, Thus making the road more safe.
In terms of motive power, the horsepower and weight ratio, used to overcome resistance to motion when locomotives convert fuel to heat for propulsion a slow-moving barge requires 0.2 hp/net ton, a railway and pipeline requires 2.5 hp/net ton, and truck requires 10 hp/net ton. However, at higher speeds, a railway overcomes the barge and proves most economical.
As an example, a typical modern wagon can hold up to 113 tonnes of freight on two four-wheel bogies. The track distributes the weight of the train evenly, allowing significantly greater loads per axle and wheel than in road transport, leading to less wear and tear on the permanent way. This can save energy compared with other forms of transport, such as road transport, which depends on the friction between rubber tires and the road. Trains have a small frontal area in relation to the load they are carrying, which reduces air resistance and thus energy usage.
In addition, the presence of track guiding the wheels allows for very long trains to be pulled by one or a few engines and driven by a single operator, even around curves, which allows for economies of scale in both manpower and energy use; by contrast, in road transport, more than two articulations causes fishtailing and makes the vehicle unsafe.
Due to these benefits, rail transport is a major form of passenger and freight transport in many countries. It is ubiquitous in Europe, with an integrated network covering virtually the whole continent. In India, China, South Korea and Japan, many millions use trains as regular transport. Freight rail transport is widespread and heavily used in North America, but intercity passenger rail transport on that continent is relatively scarce outside the Northeast Corridor due to the loss of competition to other preferred modes, particularly automobiles and airplanes.
Africa and South America have some extensive networks such as in South Africa, Northern Africa and Argentina but some railways on these continents are isolated lines. Australia has a generally sparse network befitting its population density but has some areas with significant networks, especially in the southeast. In addition to the previously existing east-west transcontinental line in Australia, a line from north to south has been constructed. The highest railway in the world is the line to Lhasa, in Tibet, partly running over permafrost territory. The western Europe region has the highest railway density in the world and has many individual trains which operate through several countries despite technical and organizational differences in each national network.
Social and economic benefits
Railways have also been shown to contribute to social vibrancy and economic competitiveness in its ability to transport large amounts of customers and workers to city centers and inner suburbs (i.e. Washington DC as a cultural/policy centre due to Metrorail system, San Francisco's lively downtown due to the BART system). Hong Kong has recognized rail as "the backbone of the public transit system" and as such developed their franchised bus system and road infrastructure in compherensive alignment with their rail services. China's large cities such as Beijing, Shanghai, and Guangzhou recognize rail transit lines as the framework and bus lines as the main body to their metropolitan transportation systems. The Japanese Shinkansen was built to meet the growing traffic demand in the "heart of Japan's industry and economy" situated on the Tokyo- Kobe line.
As opposed to highway expansion, indicative of the U.S. transportation policy, that incentivizes development of suburbs at the periphery, contributing to increased vehicle miles traveled, carbon emissions, development of greenfield spaces, and depletion of natural reserves, railways channel growth toward dense city agglomerations and along its artery. These arrangements revalue city spaces, local taxes, housing values, and promotion of mixed use development.