Conductor (rail)

By the late 1990s, remote control locomotives were increasingly popular on North American railroads for switching duties in rail yards. This system allows the conductor to directly control the locomotive(s) via a wireless remote unit, as opposed to radioing commands to an engineer in the cab. Some Class I Rail Yards utilize RCO packs for their conductors, while others do not, depending on the size and type of Yard. Class I Railroads train conductors on the use of RCO packs with classroom and hands-on instruction, culminating with on-the-job training and certification as a RCO operator. Currently, Class I railroads such as Norfolk Southern require RCO qualified conductors to work from job boards that perform RCO operations exclusively (when in a yard that utilizes RCO switching). This ensures the extra training and pay these conductors receive will provide the company with maximum value for the investment.

As there is no explicit Federal requirement for a two-person train crew in the United States, the Utah Transit Authority originally planned their FrontRunner service to be operated by an operator only, with revenue collected by a proof-of-payment system. Before operation began, the FRA required FrontRunner to employ a second crewmember on each train to assist with emergency evacuation, disabled access, and other safety-sensitive situations. FrontRunner classified this job as a train host, with a focus on customer service rather than railroad operations. Some other services, such as Amtrak's Downeaster, also use train hosts (paid or volunteer) to assist the assistant conductor with non-revenue-related customer service duties.

All heavy rail trains in the Massachusetts Bay Transportation Authority operate with two-person crews consisting of a motorman and a conductor. The conductor is located in the cab of the second-last car of the train. When a train arrives at a station, the conductor opens the doors using cab controls. Two sets of controls is provided on each side of the cab for this purpose. There are two door zones: One set of controls operates the doors in the conductor's car and the doors forward of that car, and the other set of controls operates the doors to the rear of the conductor's car. When passengers have completed boarding or exiting, the conductor looks forward and closes the doors forward of their cab. This process is repeated for the doors to the rear of the conductor's cab. A door chime is used to notify the passengers that the doors are closing.[2]

The Metropolitan Transportation Authority (New York City) transit system operates trains using two-person crews consisting of a motorman and conductor. The conductor is located in the middle of the train and is responsible for opening the doors and closing them. When a train arrives at a station, the conductor verifies the train alignment on the platform by observing a black-and-white "zebra board"[3] mounted to the platform wall or ceiling. When a train is aligned properly, the 6-feet long zebra board should be located directly opposite of the conductor's cab.[2]

Before opening the doors, the train conductor is to open the cab window and point to the zebra board with their index finger[3] to confirm the stop position to the motorman. The doors, operated from a control panel located on the appropriate side of the car, are opened once the alignment verification is made. Like MBTA, there are two separate controls for the doors, those for doors forward of the conductor and those for the doors to the rear of the conductor.

After the doors are opened, the conductor sticks their head out the window to observe passenger boarding and exiting. The doors stay open for at least ten seconds, and when the conductor decides to close the doors, the conductor announces a door-closing warning using a PA system on the train. When the platform is clear, the conductor closes the doors in the rear cars. When a locked-door signal is received, the conductor closes the doors in the forward section of the train. Door chimes warn passengers that the doors are closing. When all the doors are closed, the conductor removes the door key, which alerts the motorman that it is safe to proceed.[2]

As the train departs the station, the conductor observes the platform for a distance of three car lengths. Station departure observations are made to ensure that no passenger or item is trapped between the doors and is dragged along the platform. The conductor is required to observe the forward and rear cars at least twice during these observations.

Each PATH train operates with a two-person crew consisting of a motorman and conductor. The conductor is responsible for door operation and making announcements. The conductor is located in the rear end of the first car.

When a train enters a station, the conductor opens the doors from a control panel on the appropriate side of the car. There are two separate controls, one set operates just the doors in the conductor's car, and another set operates the rest of the doors. As the doors open, the conductor opens the cab window to observe passenger boarding and exiting. After a preliminary observation that the doors are clear, the conductor uses the train's PA system to warn passengers that the train doors are closing. When the doors are observed to be clear, the conductor closes the doors in their car. When the locked-door signal is received, the rear car doors are closed. When all the doors are closed, the conductor removes the door key, which tells the motorman to proceed. The conductor then observes the platform until the train has left the station.[2]

In the Chicago Transit Authority, a conductor, in the center of the train, operates doors and announces stations. When the train arrives at a station, the conductor opens the doors from a control panel on the appropriate side of the car. Two separate controls are present, one for the doors forward of the conductor's cab and one for those rear of the conductor's cab. The conductor opens the cab window and looks out to observe passenger boarding and exiting after the doors are opened. When observations are made that the doors are clear, the conductor activates the appropriate door control to close the doors rear of the conductor's cab. The process is repeated for the doors forward of the cab. When all doors are closed, the conductor gives a signal to the motorman that it is safe to proceeds. Platform observation is conducted until the train leaves the platform.[2]

The Toronto Transit Commission is somewhat different because its heavy rail lines use a combination of single-person and two-person crews. On the TTC's Line 1 and Line 2, trains operate with a crew of two train operators, consisting of a motorman and a conductor. The employees who perform these roles are crosstrained, and switch roles each time when a train reaches the end of a line and needs to reverse direction. The conductor is responsible for door control and observation and is located in the rear cab of the last car in a train. A trainlined buzzer system is used to notify the motorman that it is safe to proceed.

After arrival at a station and before opening the doors, the conductor will verify the train alignment by observing a green triangle[4] placed on the station wall. The green triangle marks the stopping location of the conductor and should be directly in front of the conductor's cab. The conductor is required to confirm the stop position to the motorman by pointing out the cab window at the green triangle with their index finger.[5]

One set of door controls is provided in the cab to close all the doors at once. A door opening chime is played when the doors open. The conductor sticks their head out the cab window to observe the platform and doors, and when the doors are clear, they will press a button that closes the doors. At exactly the same time, door closing chimes are played, followed by an automated announcement of "please stand clear of the doors". The conductor will use the buzzer to notify the motorman that the train can proceed.

When the train begins to leave the station, the conductor will observe the platform with their head out the window. An orange triangle, placed on the platform wall, marks the location where the conductor may cease platform departure observations and pull their head back into the cab. It is a safety precaution to watch the platform to make sure that no passenger is being dragged by the train into the tunnel.[4]

Under British Railways, there were several grades of guard, depending on whether the guard worked on freight or passenger trains—and a purely operational guard grade worked freight and passenger trains without customer contact. When the guard has significant customer contact, the position is usually classified as conductor-guard or conductor. Since British Rail, there have been a number of titles for a guard's grade but, with a few exceptions, all now perform some sort of customer-facing role.

There have been other disputes over guards on Merseyrail, South Western Railway, Northern Rail, Great Western Railway and ScotRail. Most of which have been won by the workforce and their union, the RMT.

In the UK, guard duties include:

• Opening and closing of train doors
• Ticket checks on most train operating companies
• Keeping passengers informed of any short notice changes to the service and then keeping the driver informed of any changes
• Dealing with an emergency and being trained in Personal Track Safety so that the guard is able to safely evacuate all passengers from the train - including using equipment like paddles, short circuit bars, and track circuit operating clips
• Small repairs of the train, including changing a blown shoe fuse, for example

On long-distance expresses, the conductor's title is sometimes enhanced to senior conductor, in line with the implied prestige of operating these trains. Historically, under British Rail, long distance intercity trains were normally worked by the most senior guards at the depot, hence the name senior conductor. Several more recent private UK passenger train operators have further renamed the senior conductor's passenger facing title to "train manager".

In the UK economic pressure has made some trains lose their guards and become driver-only operated (DOO). The most recent axe of the conventional guard was on Southern rail in a 2-year dispute between the Train Operating Company and the workforce, which ultimately led to the guards losing their safety critical roles. British Rail first brought this in on some commuter services in London and Glasgow, as well as on almost all non-passenger trains. In 2003, a controversial amendment to the UK operational rule book moved part of the guard's safety and operational role to the driver. With rail service privatisation, train operating companies (TOC) attempted to bring in DOO to other network areas—c2c operating from London Fenchurch Street is an example of this. Currently, several titles describe a guard: train manager, train host, conductor, and South West Trains and Merseyrail still use the term guard. The role of the guard is set out by a mixture of the Railway Rule Book and train operating companies.

In Australia, there is today a mixture of driver-only operated trains and trains with a guard depending largely on state-based railway legislation.

All passenger trains in New South Wales operate with a driver and guard. Guards were removed from freight trains in the 1980s, but these still operate with a two-man locomotive crew.

Sydney Trains—which operates metropolitan trains—and NSW TrainLink intercity trains have a train guard. The guard is ultimately responsible for the safety of all passengers on the train. They control the operation of doors and Public Address, perform platform duties, provide basic customer service, operate the train to timetable and accept and deliver internal mail. On Sydney Trains, the guard is located in the middle of older trains, whilst on the newer Waratah trains, and on NSW TrainLink intercity services, they work from the rear. The guard is not responsible for inspecting tickets - this role is performed by Transport Officers and NSW Police.

On NSW TrainLink regional Xplorer and XPT services the train guard is known as a Passenger Service Supervisor (PSS). While still responsible for the safety of passengers, the PSS is also in charge of delivering customer service and a number of value-add functions on the train including ticket inspections and manning the cafe alongside Passenger Attendants. On Xplorer trains, the driver operates the doors when the PSS gives clearance to depart. On XPT trains, the PSS performs the platform duties of a guard in conjunction with the driver.

Passenger trains are operated by Queensland Rail, and all operate with both driver and guard for suburban passenger services, or Passenger Services Supervisor for long distance passenger services.

Trains in metropolitan Melbourne have been driver-only since the early 1990s. When the city's rail franchise was offered to the current operator, Metro Trains Melbourne, a proposal existed to reinstate guards on some peak train services, however this option was spurned in favour of hiring additional platform staff.

Regional trains operated by V/Line are operated by a driver and conductor. The conductor performs platform duties and—on locomotive-hauled trains—operates the train doors and handles passenger luggage. They are responsible for internal mail, passenger safety and assistance (including on board announcements), and also perform ticket sales and inspection duties.[6]

Adelaide Metro's metropolitan rail network is configured for driver-only operation, but also operate with Passenger Service Assistants (PSA). This is safety role, but with a focus on customer service and revenue protection. Normally, the train driver operates the doors, but PSA's are also able to. The Ghan, The Indian Pacific, The Great Southern and The Overland all feature Train Managers who perform a similar role.

Transperth trains are all driver-only operated.

In New Zealand, inner-city commuter rail networks are staffed by a driver and a train manager (guard) as a minimum.

In Wellington, where ticketing is still paper-based, each train has between one and three passenger operators (ticket collectors). The exact number of passenger operators depends on how many multiple units or carriages make up the train. In Auckland, off-board ticketing and smartcard systems have reduced the staff level to driver and train manager only. Auckland train managers are now not responsible for revenue on trains, as Revenue Protection officers carry out these roles.

German conductor signaling for the departure of a train. The red armband on his uniform identifies him as a conductor.

A conductor (Zugführer or Zugchef in German) supervises the operational safety of a train and is responsible for its proper operation. He or she is authorized to issue instructions to all employees, for example train attendants, on the train. The conductor also provides passenger service and checks tickets together with the train attendants.

The conductor determines if a train is ready to depart from a platform and orders the engineer to depart via visual or aural signals. Conductors are trained in coupling and uncoupling cars, operating of the breaks, calculating breaking power for the engineer, and other technical subjects related to the cars. They are further trained in customer services and selling and checking tickets.

On local trains, and depending on the level of automations, the duties of a conductor can be taken over by other personell or left to automatic systems.

In general, conductors in Switzerland collect or punch tickets, fine people the first charge of 100 CHF for not having a valid fare, and make announcements on the public address system. They also may fine passengers if they take a longer trip than normal. For example, if one takes a train to Bern via Biel, having departed from Geneva, which is a longer trip than taking the InterCity via Lausanne, the conductor can fine the passenger a supplementary fare. They sound a warning when the train's doors are going to close. Many conductors, especially those on night shift and on isolated regional lines, are being trained in self-defence against would-be assailants.

In Belgium and The Netherlands, train conductors have multiple tasks involving train safety and customer services. Belgian/Dutch train conductors are responsible for the departure of the train. In each station they give the permission to move on by giving a ready signal to the train driver. Therefore, train conductors in Belgium and The Netherlands always close (and in some scenarios also open) the doors. They are also responsible for performing safety tasks in case of an emergency or accident, such as fire, evacuation, etc. Because of these tasks, there has to be at least one conductor on each passenger train; a train without a conductor is uncommon, but still appears on some regional Dutch trains. The departure trains always have one conductor who is conductor-in-chief. He is responsible for the entire train, the on-board crew and the passengers. Some longer trains may have additional conductors who are under command of the conductor-in-chief. Besides the safety tasks, conductors also collect and punch tickets, fine people for not having a valid fare and make announcements to the passengers.

Hungarian MÁV conductor

In Hungary a conductor may assist the train driver in testing the train's air brakes, and sometimes they have to lead the shunting, mostly when the trains are switching lines. Hungarian train conductors are responsible for the departure of the trains. In each station they give the permission to move on by giving a ready signal to the train driver. During the day they use a disc (which is white and has a green border) to give the ready signal to the train driver.

After sunset they give signals with flashlights. Train drivers are not allowed to move the train without the conductor in chief giving them the ready signal. Conductors, along with train drivers, are responsible for keeping the trains on schedule. There is always at least one conductor in chief on passenger trains in Hungary. No passenger trains may depart without one, as only they have the right to give the departure signal.

Some longer trains may have additional conductors who are under the command of the conductor in chief. If there is more than one conductor on a train, then the signal procedure is as follows:

After all passengers have left or entered the train and the departure time has arrived, the conductor in chief asks the other conductor for his ready signal. If it is safe to depart he gives a ready signal to the conductor in chief who then gives the same signal to the train driver.

As in Belgium and in the Netherlands conductors also collect and punch tickets, fine people for not having a valid fare and make announcements to the passengers. They also sell tickets on the trains; if the passengers have entered the train at a station where a ticket office is operating they can buy a ticket only with payment of a fine. However, if the passengers got on at a station or stop where they didn't have an option to buy a ticket, they can buy from the conductor without having to pay a fine.

A Russian train conductor in front of the express train "Repin"

A guard on an Indian Railways passenger train.

In India, guards are posted on all passenger trains and goods trains and no passenger-carrying train is allowed to move without a guard. The passenger train guard, generally called a mail guard, is completely responsible for the train, its schedule, and safety of passengers and the locomotive pilot. These guards wear a specific uniform (generally white).

During the day, the guard uses the traditional green flag to signal the pilot to depart, and the red flag to stop, assisted by two-way radios. After sunset, the guard uses lamp signals in place of the flags. A couple of minutes before signalling departure to the pilot, the guard blows a whistle to warn passengers to board the train. After ensuring all passengers are safe to travel, the guard signals the green flag by waving it from the brake van. In an emergency, the guard uses the red flag to indicate a stop, and may directly apply brakes to stop the train. The pilot is not allowed to move the train without a signal from the guard, as the guard is in charge of the train.

Passenger guards also accept heavy parcels and luggage boxes that passengers cannot carry in coaches. Some perishable goods like vegetables and milk are also transported under the supervision of the guard, who is responsible for proper loading and unloading.

Keeping the passenger train on-schedule is an important guard function. Guards carry a first aid box with their belongings, along with other important items, all in a medium-sized duty box (generally painted red). The name, designation and base location of the Guard are printed in white on the box. A designated passenger train, halting at all stations, carries a large heavy cast iron cash safe in the guard's brake van, where cash receipts from ticket sales is deposited in a leather pouch by the station manager (earlier called the station master). Since the late 1990s, each guards is provided with a two-way radio so that they can communicate with the locomotive pilot, and other trains if required. The radio has not yet replaced the traditional red and green flags.

Guards are used on most passenger railway lines in Japan. Working from the rear driving cab, their responsibilities include opening and closing of doors, sounding the departure melody, making announcements, ensuring on-time departure as well as the safety of passengers boarding and alighting.