Head-end power

In rail transport, head-end power (HEP), also known as electric train supply (ETS), is the electrical power distribution system on a passenger train. The power source, usually a locomotive (or a generator car) at the front or 'head' of a train, provides the electricity used for heating, lighting, electrical and other 'hotel' needs. The maritime equivalent is hotel electric power. A successful attempt by the London, Brighton and South Coast Railway in October 1881 to light the passenger cars between London and Brighton[1] heralded the beginning of using electricity to light trains in the world.

MBTA Commuter Rail car with U.S. standard head-end power electrical connection cables

History

Oil lamps were introduced in 1842 to light trains.[2] Economics drove the Lancashire and Yorkshire Railway to replace oil with coal gas lighting in 1870, but a gas cylinder explosion on the train led them to abandon the experiment.[2] Oil-gas lighting was introduced in late 1870. Electrical lighting was introduced in October 1881[1][2] by using twelve Swan carbon filament incandescent lamps connected to an underslung battery of 32 Faure lead-acid rechargeable cells, suitable for about 6 hours lighting before being removed for recharging.[1]

The North British Railway in 1881 successfully generated electricity using a dynamo on the Brotherhood steam locomotive to provide electrical lighting in a train, a concept that was later called head-end power. High steam consumption led to abandonment of the system. Three trains were started in 1883 by London, Brighton and South Coast Railway with electricity generated on board using a dynamo driven from one of the axles. This charged a lead-acid battery in the guard's van, and the guard operated and maintained the equipment. The system successfully provided electric lighting in the train.[1]

In 1887, steam-driven generators in the baggage cars[3] of the Florida Special and the Chicago Limited trains in the US supplied electric lighting to all the cars of the train by wiring them, to introduce the other form of head-end power.[4]

The oil-gas lighting provided a higher intensity of light compared to electric lighting and was more popularly used until September 1913, when an accident on the Midland Railway at Aisgill caused a large number of passenger deaths. This accident prompted railways to adopt electricity for lighting the trains.[1]

Throughout the remainder of the age of steam and into the early diesel era, passenger cars were heated by low pressure saturated steam supplied by the locomotive, with the electricity for car lighting and ventilation being derived from batteries charged by axle-driven generators on each car, or from engine-generator sets mounted under the carbody. Starting in the 1930s, air conditioning became available on railcars, with the energy to run them being provided by mechanical power take offs from the axle, small dedicated engines or propane.

The resulting separate systems of lighting power, steam heat, and engine-driven air conditioning, increased the maintenance workload as well as parts proliferation. Head-end power would allow for a single power source to handle all those functions, and more, for an entire train.

In the steam era, all cars in Finland and Russia had a wood or coal fired fireplace. Such a solution was considered a fire danger in most countries in Europe, but not in Russia.

United Kingdom

Originally, trains hauled by a steam locomotive would be provided with a supply of steam from the locomotive for heating the carriages.[1] When diesel locomotives and electric locomotives replaced steam, the steam heating was then supplied by a steam-heat boiler. This was oil-fired (in diesel locomotives) or heated by an electric element (in electric locomotives). Oil-fired steam-heat boilers were unreliable. They caused more locomotive failures on any class to which they were fitted than any other system or component of the locomotive, and this was a major incentive to adopt a more reliable method of carriage heating.

At this time, lighting was powered by batteries which were charged by a dynamo underneath each carriage when the train was in motion, and buffet cars would use bottled gas for cooking and water heating.[1]

Electric Train Heat (ETH) and Electric Train Supply (ETS)

Later diesels and electric locomotives were equipped with Electric Train Heating (ETH) apparatus, which supplied electrical power to the carriages to run electric heating elements installed alongside the steam-heat apparatus, which was retained for use with older locomotives. Later carriage designs abolished the steam-heat apparatus, and made use of the ETH supply for heating, lighting, ventilation, air conditioning, fans, sockets and kitchen equipment in the train. In recognition of this ETH was eventually renamed Electric Train Supply (ETS).

Each coach has an index relating to the maximum consumption of electricity that it could use. The sum of all the indices must not exceed the index of the locomotive. One "ETH index unit" equals 5 kW; a locomotive with an ETH index of 95 can supply 475 kW of electrical power to the train.

North America

The first advance over the old axle generator system was developed on the Boston and Maine Railroad, which had placed a number of steam locomotives and passenger cars into dedicated commuter service in Boston. Due to the low average speeds and frequent stops characteristic of a commuter operation, the axle generators' output was insufficient to keep the batteries charged, resulting in passenger complaints about lighting and ventilation failures. In response, the railroad installed higher capacity generators on the locomotives assigned to these trains, and provided electrical connections to the cars. The cars used steam from the locomotive for heating.

Some early diesel streamliners took advantage of their fixed-consist construction to employ electrically-powered lighting, air conditioning, and heating. As the cars were not meant to mix with existing passenger stock, compatibility of these systems was not a concern. For example, the Nebraska Zephyr trainset has three diesel generator sets in the first car to power onboard equipment.

When diesel locomotives were introduced to passenger service, they were equipped with steam generators to provide steam for car heating. However, the use of axle generators and batteries persisted for many years. This started to change in the late 1950s, when the Chicago and North Western Railway removed the steam generators from their EMD F7 and E8 locomotives in commuter service and installed diesel generator sets (see Peninsula 400). This was a natural evolution, as their commuter trains were already receiving low-voltage, low-current power from the locomotives to assist axle generators in maintaining battery charge.

While many commuter fleets were quickly converted to HEP, long-distance trains continued to operate with steam heat and battery-powered electrical systems. This gradually changed following the transfer of intercity passenger rail service to Amtrak and Via Rail, ultimately resulting in full adoption of HEP in the US and Canada and the discontinuation of the old systems.

Following its formation in 1971, Amtrak's initial locomotive purchase was the Electro-Motive (EMD) SDP40F, an adaptation of the widely used SD40-2 3000 horsepower freight locomotive, fitted with a passenger style carbody and steam generating capability. The SDP40F permitted the use of modern motive power in conjunction with the old steam-heated passenger cars acquired from predecessor railroads, allowing Amtrak time to procure purpose-built cars and locomotives.

In 1975, Amtrak started to take delivery of the all-electric Amfleet car, hauled by General Electric (GE) P30CH and E60CH locomotives, later augmented by EMD F40PH and AEM-7 locomotives, all of which were equipped to furnish HEP. Five Amtrak E8s were rebuilt with HEP generators for this purpose. In addition, 15 baggage cars were converted to HEP generator cars to allow the hauling of Amfleet by non-HEP motive power (such as GG1s substituting for unreliable Metroliner EMUs). Following the introduction of the Amfleet, the (all-electric) Superliner railcar was placed into operation on long-distance western routes. Amtrak subsequently converted a portion of the steam-heated fleet to all-electric operation using HEP, and retired the remaining unconverted cars by the mid-1980s.[5]

Engine

The HEP generator can be driven by either a separate engine mounted in the locomotive or generator car, or by the locomotive's prime mover.

Separate engines
Main article: Auxiliary power unit

Genset-supplied HEP is usually through an auxiliary diesel unit that is independent from the main propulsion (prime mover) engine. Such engine/generator sets are generally installed in a compartment in the rear of the locomotive. Both the prime mover and the HEP genset share fuel supplies.

Smaller under-car engine/generator sets for providing electricity on short trains are also manufactured.

Locomotive prime mover

In many applications, the locomotive's prime mover provides both propulsion and head-end power. If the HEP generator is driven by the engine then it must run at a constant speed (RPM) to maintain the required 50 Hz or 60 Hz AC line frequency. An engineer will not have to keep the throttle in a higher run position, as the onboard electronics control the speed of the engine to maintain the set frequency.[6]

More recently, locomotives have adopted the use of a static inverter, powered from the traction generator, which allows the prime mover to have a larger RPM range.

When derived from the prime mover, HEP is generated at the expense of traction power. For example, the General Electric 3,200 hp (2.4 MW) P32 and 4,000 hp (3.0 MW) P40 locomotives are derated to 2,900 and 3,650 hp (2.16 and 2.72 MW), respectively, when supplying HEP. The Fairbanks-Morse P-12-42 was one of the first HEP equipped locomotives to have its prime mover configured to run at a constant speed, with traction generator output regulated solely by varying excitation voltage.

One of the first tests of HEP powered by an EMD locomotive's prime mover was in 1969, on Milwaukee Road EMD E9 #33C, which was converted to have a constant speed rear engine.[7]

Electrical loading

HEP power supplies the lighting, HVAC, dining car kitchen and battery charging loads. Individual car electrical loading ranges from 20 kW for a typical car to more than 150 kW for a Dome car with kitchen and dining area, such as Princess Tours Ultra Dome cars operating in Alaska. [8]

Voltage
Connection cables between two China Railway 25T coaches

North America

Because of train lengths and the high power requirements in North America, HEP is supplied as three-phase AC at 480 V (standard in the US), 575 V, or 600 V. Transformers are fitted in each car for reduction to lower voltages.[8]

United Kingdom

In the UK, ETS is supplied at 800 V to 1000 V AC/DC two pole (400 or 600 A), 1500 V AC two pole (800 A) or at 415 V 3 phase on the HST. On the former Southern Region, Mk I carriages were wired for a 750 V DC supply. This corresponds to line voltage on the Third Rail network. Class 73 Locomotives simply supply this line voltage direct to the ETS jumpers, whilst Class 33 Diesel Electric Locomotives have a separate engine driven Train Heating Generator which supplies 750 V DC to the train heating connections.

Ireland

In Ireland, HEP is provided at European/IEC standard 230/400 V 50 Hz (originally 220/380 V 50 Hz.) This is to the same specification as the power systems used in Irish and EU domestic and commercial buildings and industry.

On the Cork-Dublin CAF MK4 sets, this is provided by two generators, located in the driving trailer van and on the push-pull Enterprise sets, this is provided by generators in a dedicated tailing van. Irish DMU trains, which make up the majority of the fleet, use small generators located under each coach.

Historically, HEP and, in older vehicles, steam heating was provided by trailing generator vans containing generators and steam boilers. These were normally located on the rear of train sets. The Enterprise Dublin-Belfast train sets initially used HEP from GM 201 diesel-electric locomotives, but due reliability issues and excessive wear on the locomotives systems, generator vans (sourced from retired Irish Rail MK3 sets and adapted for push-pull use) were added.

Russia

Russian cars use electric heating with either 3 kV DC voltage on DC lines or 3 kV AC voltage on AC lines provided by locomotive's main transformer. Newer cars are mostly made by Western European manufacturers and are equipped similarly to RIC cars.

Europe (RIC cars, except Russia and UK)

RIC cars must be able to be supplied at all the following four voltages: 1,000 V AC ​16 2⁄3 Hz, 1,500 V AC 50 Hz, 1,500 V DC and 3,000 V DC. The first one is used in Austria, Germany, Norway, Sweden and Switzerland, where the 15 kV  16.7 Hz AC catenary system is used. The second one (1.5 kV AC) is used in countries which use 25 kV 50 Hz AC catenary system (Croatia, Denmark, Finland, Hungary, Serbia and UK, and some lines in France, Italy and Russia). In both cases, the proper voltage is provided by the locomotive's main transformer or an AC alternator in diesel locomotives. In countries using DC power (either 1.5 kV or 3 kV DC), the voltage collected by the pantograph is supplied directly to the cars. (Belgium, Poland and Spain, and some lines in Russia and Italy use 3 kV, and the Netherlands, and some lines in France use 1.5 kV; see more detailed information in the List of railway electrification systems article.)

Modern cars often support 1,000 V AC 50 Hz as well, this variety is sometimes found in depots and parking spots.

Older European cars used high voltage (or steam – supplied by steam locomotive (some diesels and electrics also had steam boilers fitted), there were also steam generator cars in use and some cars were fitted with coal- or oil-fired boiler) only for heating, while light, fans and other low-current supply (e.g. shaver sockets in bathrooms) power was provided by axle-driven generator. Today, with the developments in solid state electronics (thyristors and IGBTs), most cars have switching power supplies which take any RIC voltage (1.0 – 3.0 kV DC or ​16 2⁄3/50 Hz) and can supply all the needed lower voltages. Low voltages differ depending on manufacturers, but typical values are:

  • 12 V – 48 V DC for on-board electronics (supplied from chemical battery when HEP disabled)
  • 24 V – 110 V DC for feeding fluorescent lamps' electronic ballasts and for ventilation fans (supplied from chemical battery when HEP disabled)
  • Single phase 230 V AC for passenger sockets, refrigerators etc. (sometimes supplied from chemical battery, as above)
  • Three phase 400 V AC for air conditioning compressor, heating, ventilation fans (air cond. is nowadays not supplied from chemical battery due to power consumption)

Electric heating was typically supplied from high-voltage HEP line, but the unusual voltages are not common on the market and the equipment is expensive.

A standard RIC-compliant HV heater has six resistors which are being switched accordingly to voltage: 6 in series (3 kV DC), 2 × 3 in series (1.5 kV AC or DC) or 3 × 2 in series (1 kV AC). The selection and switching of a proper configuration is automatic for the sake of safety. Passengers can only operate thermostat.

China
A KD25K generator car in a China Railway passenger train

In China, HEP is supplied in two forms.

On all 25A/G cars built before 2005, rebuilt and air-conditioned 22/25B cars, most 25K cars, and most BSP-built 25T cars, HEP is supplied at three-phase 380 V AC by generator cars (originally classified as TZ cars, later reclassified to KD), a small number of DF11G diesel locomotives, and very limited number of retrofitted SS9 electrics. Cars with diesel generator sets (factory-built RZ/RW/CA22/23/25B cars, some rebuilt YZ/YW22/23/25B cars, most German-built 24 cars, and very limited number of 25G/K/T cars for special use) also supply their own power in this form. It's possible to route AC electricity from a car with diesel generator set to a neighboring normal HEP car, although both cars can't run their air conditioning or heat on full load in this situation. Those diesel-powered cars can also run on HEP from elsewhere, without using their own diesel. Although considered inefficient and obsolete, mainly because the generator car 'wastes' traction power, staff, and fuel (if running on electrified lines), new cars using AC HEP are still in production, along with new generator cars/sets, mostly for use in areas without electrification, considering that the vast majority of China Railways' engines that are capable of supplying HEP are electric locomotives.

On most newer 25G cars and 25/19T cars, power is supplied at 600 V DC by electric locos such as SS7C, SS7D, SS7E, SS8, SS9, HXD1D, HXD3C, HXD3D, and some DF11G diesels (No.0041, 0042, 0047, 0048, 0053-0056, 0101-0218). Small number of special generator cars (QZ-KD25T) designated for use on the high-altitude Qinghai–Tibet Railway also supply power at 600 V DC. With new DC-equipped engines and cars entering service rapidly, as well as ageing and retirement of older equipments using AC, DC HEP has become the more prominent form of power supply of China Railways.

Very limited number of cars, mostly 25Ts, can run on both forms of HEP.

Alternatives
Main article: Head end power car
CAF DVT with twin HEP generator sets at Colbert station, Limerick, Republic of Ireland in 2006

Although most locomotive-hauled trains take power directly from the locomotive, there have been examples (mainly in continental Europe) where restaurant cars could take power directly from the overhead wires while the train is standing and not connected to head-end power. For example, the German restaurant cars WRmz 135 (1969), WRbumz 139 (1975) and ARmz 211 (1971) were all equipped with pantographs.

Some Finnish dining/catering cars have a built-in diesel-generator set that is used even when a locomotive-supplied power is available.

When the State of Connecticut began the Shore Line East service, they were using, in many cases, new passenger cars with old freight diesels which were not able to supply HEP, so some of the coaches were delivered with an HEP generator installed. With the acquisition of locomotives with HEP these have since been removed.

Where a passenger train must be hauled by a locomotive with no HEP supply (or an incompatible HEP supply) a separate generator van may be used [9] such as on the Amtrak Cascades train or Iarnród Éireann's CAF Mark 4 Driving Van Trailer (with twin MAN 2846 LE 202 (320 kW) / Letag (330 kVA) engine / generator sets, assembled by GESAN). KiwiRail (New Zealand) use AG class luggage-generator vans for their Tranz Scenic passenger services; Tranz Metro on the Wairarapa line use SWG class passenger carriages with part of the interior adapted to house a generator. The Ringling Bros. and Barnum & Bailey Circus train used at least one custom-built power car that supplied HEP to its passenger coaches to avoid reliance upon host railway locomotives hauling the train.

In UK and Sweden the high-speed trains IC125 and X2000 have 50 Hz 3-phase power bus.

See also

References
  1. JFL (1914). Train lighting by electricity. London and York: Ben Johnson & Co. Retrieved 17 March 2013.
  2. Jack Simmons; A. K. B. Evans; John V. Gough (2003). The Impact of the Railway on Society in Britain: Essays in Honour of Jack Simmons. Ashgate Publishing, Ltd. pp. 49–. ISBN 978-0-7546-0949-0. Retrieved 17 March 2013.
  3. Stuart, Charles W. T. (May 1919). "A Few Points in the History of Car Lighting". Railway Electrical Engineer. 10 (5): 158. Retrieved 26 August 2014.
  4. White, John H. (1985) [1978]. The American Railroad Passenger Car. Baltimore, Maryland: Johns Hopkins University Press. ISBN 978-0-8018-2743-3.
  5. Johnson, Bob (1 May 2006). "Head-end power". ABCs of Railroading. Retrieved 9 November 2014.
  6. "Head-end power - TRAINS magazine". Kalmbach Publishing Co. 1 May 2006. Retrieved 9 November 2014.
  7. "Milwaukee Road Commuter Locomotives".
  8. "HEP Trainline Configurations in North America". Northwest Rail. Retrieved 29 January 2011.
  9. "a generator van converted from a Mk.1 BG". Phil Trotter. 19 March 2007. Retrieved 29 January 2011. During the 1980s, during low HST power car availability, a generator van converted from a Mk.1 BG was used to provide three-phase power to HST rakes so that they could be locomotive hauled. ADB975325 (later renumbered 6310) is seen at Bristol Temple Meads on 4th October 1980
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