1. Introduction
Identification of the geometric layout of a railway route consists in determining the location of the existing straight and curved sections, as well as determining the appropriate numerical parameters (turning angles of the route, radii of circular arcs, and lengths of transition curves). Of course, the above data are included in the design documentation of the railway line, but operational factors and maintenance processes mean that the validity of the documentation may be limited and it becomes necessary to verify it periodically. To do this, you need the right tools.
Determining the geometric shape of a railway route is based on the measured coordinates of the track axis in the linear and Cartesian reference system. The currently used measurement methods are similar in different railway administrations [
1,
2,
3,
4,
5,
6,
7,
8]. In classic geodetic techniques, distances and angles are measured using tachymeters in relation to the spatial geodetic network. Further possibilities are provided by stationary satellite measurements based on the global navigation satellite system (GNSS) technique. This solution does not require using the point network of the railway geodetic network; the measurement systems use the so-called active geodetic networks (e.g., networks of reference stations operating in a real time network (RTK) [
9,
10,
11]). Mobile satellite measurement methods are also being introduced, in which (apart from GNSS receivers) inertial navigation system (INS) devices [
12] are used as supporting devices, as well as optical methods such as terrestrial laser scanning (TLS) [
13]. Research is being conducted on the possibility of using systems consisting of satellite receivers mounted on various types of vehicles [
14,
15,
16,
17,
18].
Determining the coordinates of the track axis makes it possible to visualize a given railway route, giving a general orientation of its location. However, since the purpose of the measurements is to determine the geometrical parameters (i.e., identification) of the measured route, appropriate calculation algorithms should be used (referring, for example, to the principles of the analytical design method [
19,
20,
21,
22]). As it turns out, the problem can be effectively solved by using the obtained measurement data to determine the existing curvature of the geometric layout. Papers [
23,
24,
25] present relevant analysis relating to the proposed new method of determining the curvature of the track axis, referred to as the “moving chord method”. They concern the application of this method for model geometric layouts (described with mathematical equations). Papers [
26,
27,
28] address the issue of its use for the estimation of the horizontal curvature of the axis of the exploited railway track based on Cartesian coordinates obtained by direct measurements.
This work presents a detailed procedure for identifying the chosen geometric layout of the exploited railway route based on the curvature of the track axis. The length of this route is 5.5 km, with five curved sections located on it. The computational algorithms presented in paper [
27] were used to determine the curvature.
As a result of geodetic measurements, Cartesian coordinates of railway route points are determined in the appropriate national spatial reference system. In Poland, for plane coordinates, the PL-2000 system [
29] is enforced, created based on a mathematically unequivocal assignment of points of the GRS 80 reference ellipsoid [
30] to appropriate points on the plane according to the Gauss–Krüger mapping theory [
31].
2. Determination of the Curvature of the Track Axis Using the Moving Chord Method
In the given case (i.e., examining the horizontal plane), the analysis is based on the determined values of the plane’s eastern coordinates Yi and the northern Xi coordinates of a given measurement point in the PL-2000 system. However, the proper identification of the track axis is provided by the appropriate graphs referring to the length parameter L. Therefore, in order to create the possibility of further analysis, it is necessary to refer to the linear system, which means determining the distances (variable L) of individual measurement points from the chosen starting point O(Y0, X0) (i.e., point i0).
The distance between two consecutive measurement points is
The linear coordinate
Li, i.e., the distance from the point
O(
Y0,
X0), is determined from the formula
From a practical point of view, it is beneficial to transfer the measurement data to the local
x,
y coordinate system. In most cases, this operation will consist of shifting the origin of the PL-2000 system to the chosen point
O(
Y0,
X0). Then, the following transformation formulas are used:
Additionally, sometimes it may be advisable to rotate this system by the angle
β. The relevant formulas are then as follows:
The positive value of the angle β occurs when the system is rotated to the left.
In the local coordinate system, the linear coordinate Li determined by the Formula (2) still remains valid.
The methodology for determining the curvature of the track axis has been explained in detail in [
27]. The sequence of actions to determine the curvature value at any measurement point is shown in
Figure 1.
We start determining the curvature κi from the measurement point i, which is located in such a way that it allows the projection of a virtual chord length lc backward; the end of calculations must take place at a point from which a virtual chord of the same length can still be placed forward. The basic operation that must be carried out first is determining the numbering of the points defining the intervals in which the ends of the virtual chords drawn from point i are located.
For a chord drawn from point
i forward, the interval in which the end of the chord occurs is determined by the points
pi − 1 and
pi (
Figure 1). We determine it by successively checking the distances between point
i and consecutive measurement points, in accordance with the direction of increasing numbering. These distances are
After each step of the calculations, we check whether the condition
has been met. The first value of
i +
k that meets the compulsory condition is marked
pi. Since the coordinates of points
pi − 1 and
pi are known, it is possible to write the equation of a straight line that goes through these points analytically. This equation has the following form:
As can be seen in
Figure 1, the end of the front chord (i.e., point
Pi) lies on the straight line described by Equation (8), at a distance
lc from point
i. It is therefore the point of intersection of the circle with radius
lc and center at point
i with the straight line (8). The coordinates of the
Pi point are determined from the following formulas:
where
The
xSpi and
ySpi values are the coordinates of the
Spi point (
Figure 1), which lies at the intersection of line (8) with the line perpendicular to it passing through point
i.
The “+” sign in Formulas (9) and (10) occurs when the values of Y abscissas of the measured route points are increasing, while the “−” sign is valid for decreasing abscissas. When operating with the local coordinate system, this note applies to abscissa x.
For a chord drawn from point
i backward, the interval in which the end of the chord occurs is determined by the points
qi and
qi + 1 (
Figure 1). We determine it in the same way as in the case of the forward chord, successively checking the distances between point
i and consecutive measurement points, going in decreasing numerical order. These distances are
After each step of the calculations, we check whether the condition
has been met. The first value of
i −
k that meets the condition is marked as
qi. Since the coordinates of points
qi and
qi + 1 are known, it is possible to write the equation of a straight line that goes through these points analytically. This equation is as follows:
As can be seen from
Figure 1, the end of the back chord (i.e., point
Qi) lies on the straight line described by Equation (12) at a distance
lc from point
i. Thus, it is the point of intersection of the circle with radius
lc and center at point
i with straight line (12). The coordinates of the
Qi point are determined from the following formulas:
where
The
xSqi and
ySqi values are the coordinates of the
Sqi point (
Figure 1), which lies at the intersection of line (12) with the line perpendicular to it passing through point
i.
The “−” sign in Formulas (13) and (14) occurs when the abscissa values of the measured route points are increasing, while the “+” sign is valid for decreasing abscissas. Thus, what we are dealing with here is the opposite situation to the case of a forward chord.
Having the Cartesian coordinates of point
i (obtained from measurements) and the coordinates of the ends of virtual chords drawn forward and backward, we are able to determine the curvature values at a given measurement point. A forward chord connects point
i with point
Pi and its coordinates are given by Formulas (9) and (10). It is described by the equation
The angle of inclination of straight line (15) is
The backward chord connects point
i with point
Qi, and its coordinates are given by Formulas (13) and (14). It is described by the equation
The angle of inclination of straight line (17) is
In this situation, the curvature value at a given measurement point is determined using the formula
A positive value of the curvature determined by Formula (19) corresponds to a curve with convexity directed downward, and a negative value a curve with convexity directed upward.
The presented procedure is sequential and consists in using the given calculation formulas. Determination of the curvature value does not require the development of special computer programs, and the entire operation can be carried out, for example, in a spreadsheet.
3. Determination of the Curvature Values for the Test Section
The procedure for identifying the geometric layout of the exploited railway route has been illustrated with a calculated example consisting of a test section with a length of 5.5 km. Cartesian coordinates of individual measurement points were determined at intervals of about 5 m, and the maximum error of this operation was ±10 mm.
Figure 2 shows the visualization of the course of the route on the test section in the local coordinate system.
As can be seen, the test section consists of six straight lines Sj and five arcs Aj÷j+1 connecting these lines with each other. The course of the route is quite gentle, and the existing geometric layout in the horizontal plane allows for the relatively fast speed of trains. Since, as it turns out, the values of the radius of the circular arcs are greater than 1400 m here, there is a possibility of using a speed of V = 160 km/h.
In paper [
26] it was shown that the curvature graphs of the axis of an exploited railway track clearly differ from the graphs obtained for model layouts; they have a less regular, oscillatory character, which results from measurement error and the deformations of the ballasted track [
32,
33,
34]. However, this did not prevent the basic geometrical parameters of the measured layout from being estimated.
When choosing the length of the mobile chord that would correspond to the situation on the test section, the recommendations formulated in [
28] were followed. Based on the analysis carried out there, it was clearly demonstrated that the length of the chord used to determine the curvature in an exploited railway track should depend on the value of the radius of the circular arc. The criterion for choosing the length of the chord was the minimization of the deviations of the curvature value from the theoretical course, i.e., zero on straight sections of the track, horizontal (but not zero) along the lengths of circular arcs, and changing linearly on transition curves. The following approximate lengths of
lc have been proposed, depending on the range of
RCA values:
for RCA ≤ 600 m lc = 20 m;
for 600 < RCA ≤ 1000 m lc = 30 m;
for 1000 < RCA ≤ 1400 m lc = 40 m;
for RCA > 1400 m lc = 50 m.
In the considered case, a virtual chord with a length of
lc = 50 m was used to determine the horizontal curvature. The calculations carried out used the procedure described in
Section 2.
Figure 3 shows the obtained curvature diagram along the length of the test section, and
Table 1 shows a fragment of the calculations carried out in the area of curve
A1÷2.
The curvature diagram in
Figure 3 identifies the geometric layout along almost its entire length. Minor disturbances do not affect the overall assessment of the situation. On straight segments, the curvature is equal to zero, and on circular arcs it has a fixed value (resulting from the value of the radius). Variable curvature occurs only on transition curves and, as can be seen, it is linear there. The linear
L coordinate allows one to specify the location of individual geometric elements.
In this situation, full identification of the layout still requires determination of boundary points between straight sections, transition curves, and circular arcs. These are the so-called segmentation points. The straight line Sj is connected to the beginning of the transition curve TCj÷j+1(a), and on the other side of curve Aj÷j+1 the straight line Sj+1 is connected to the beginning of transition curve TCj÷j+1(b). In turn, the ends of the transition curves TCj÷j+1(a) and TCj÷j+1(b) determine the location of the beginning and end of the circular arc CAj÷j+1, respectively.
Therefore, the moving chord method does not allow for direct determination of the segmentation points of the geometric layouts—it becomes necessary to carry out an additional procedure. It becomes clear, however, that the transition curves play the main role here, and determining the location of their extreme points makes it possible to determine the segmentation points and lengths of individual curves. The next section of this paper focuses on these problems, examining the individual arc sections separately.
4. Determining the Location of Segmentation Points
4.1. Arc Section A1÷2
Figure 4 shows the curvature diagram along the length of arc section
A1÷2. The average value of curvature on a circular arc is also marked. The values
κi for
(corresponding to
m) were used for determining
. The result was
= 0.0005561 rad/m, with standard deviation of
σCA = 0.000009372 rad/m (which is 1.684% of the mean value). The calculations show—as the inverse
—the radius of circular arc
CA1÷2 equal to 1798.233 m.
There are transition curves on both sides of the circular arc. They can be easily identified on the
κ(
L) diagram: the curvature ordinates oscillate around a linear course. In order to determine the linear coordinates of the beginnings and ends of the transition curves, it is necessary to determine the coefficients of the least squares lines describing the regions of the
κ(
L) graph with variable curvature values. Least squares lines in the form
determine the linear coordinates of their points of intersection with curvature diagrams on straight sections of the track (coordinates
LBTC of the beginnings of curves) and on the circular arc sections (coordinates
LETC of ends of curves).
For the beginning of a given transition curve (
BTC point), the value of curvature
κ = 0, hence its linear coordinate is
and for the end of the curve (
ETC point), the curvature value
κ = , so its linear coordinate is equal to
The values of the determined
LBTC and
LETC coordinates directly result in the length of the transition curve.
The further calculation procedure will take place in the
x,
y rectangular coordinate system, therefore appropriate Cartesian coordinates of the segmentation points should also be determined. For the linear coordinate
LBTC one should find such a range of measurement points
that
. The abscissa
xBTC and ordinate
yBTC can now be determined from the following formulas:
In an analogous way, the values of the abscissa xETC of the transition curve end, as well as the corresponding yETC ordinate, are determined.
Figure 5 shows the effects of identifying the transition curve
TC1÷2(
a) located on the left side of the geometrical layout under consideration.
In the conducted analysis, the values of
κi were used for
(which corresponds to
m). The equation of the curvature was obtained by the method of least squares.
On the basis of Formulas (21) and (22), the linear coordinates of LBTC and LETC were determined. They are: LBTC = 584.630 m and LETC = 703.595 m. Hence, based on Equation (23), the length of the considered transition curve is 118.964 m.
To determine the Cartesian coordinates xBTC and yBTC, it must be taken into account that m, so the limits of the given interval are designated by i = 117 and i = 118. Since in this case xi = 57.423 m, yi = 26.007 m, and xi+1 = 584.406 m, yi+1 = 26.229 m, Formulas (24) and (25) show that xBTC = 584.038 m and yBTC = 26.212 m.
To determine xETC and yETC coordinates, it is necessary to take into account that m, so the limits of a given interval are determined by i = 141 and i = 142. Since xi = 699.226 m, yi = 32.533 m, and xi+1 = 704.222 m, yi+1 = 32.920 m, based on Formulas (24) and (25) we see that xETC = 702.818 m and yETC = 32.811 m.
Figure 6 shows the identification of transition curve
TC1÷2(
b) located on the right side of the geometrical layout under consideration.
Using the
κi values for
(corresponding to
m), the following curvature equation was obtained:
Using the Formulas (21) and (22), the linear coordinates of LBTC and LETC were determined, which are: LBTC = 980.001 m and LETC = 854.931 m. This results in the length of the given transition curve lTC = 125.070 m.
Since m, the limits of the interval are determined by i = 197 and i = 198. In this case, xi = 975.927 m, yi = 73.976 m, and xi+1 = 980.837 m, yi+1 = 74.946 m, hence, based on Formulas (24) and (25), xBTC = 975.928 m and yBTC = 73.976 m. In turn, m, so the limits of an interval are determined by i = 171 and i = 172. Since xi = 848.162 m, yi = 50.116 m, and xi+1 = 853.095 m, yi+1 = 50.906 m, from Formulas (24) and (25) it is obtained that xETC = 853.030 m and yETC = 50.895 m.
4.2. Arc Section A2÷3
Figure 7 shows the curvature diagram along the length of arc section
A2÷3, and
Figure 8 and
Figure 9 show the identification of transition curves
TC2÷3(
a) and
TC2÷3(
b).
Assuming an analogous procedure as in
Section 4.1, the radius of the circular arc
CA2÷3 was determined to be 1639.433 m. The linear coordinates of the transition curve
TC2÷3(
a) are:
LBTC = 1546.687 m and
LETC = 1673.502 m. Hence, based on Equation (23), the length of this transition curve
lTC = 127.215 m. For transition curve
TC2÷3(
b) the following values were obtained:
LBTC = 1949.973 m and
LETC = 1823.556 m, so the length of this curve is 126.417 m. The corresponding values of Cartesian coordinates
xBTC and
yETC for both curves are included in the list in
Table 2.
4.3. Arc Section A3÷4
Figure 10 shows the curvature diagram along the length of arc section
A3÷4, and
Figure 11 and
Figure 12 show the identification of transition curves
TC3÷4(
a) and
TC3÷4(
b).
Assuming an analogous procedure as in
Section 4.1, the radius of the circular arc
CA3÷4 was determined to be 1460.686 m. The linear coordinates of the transition curve
TC3÷4(
a) are:
LBTC = 2539.613 m and
LETC = 2681.172 m. Hence, based on Equation (23), the length of this transition curve
lTC = 141.559 m. For transition curve
TC3÷4(
b) the following values were obtained:
LBTC = 3071.951 m and
LETC = 2932.738 m; therefore the length of this curve is 139.213 m. The corresponding values of Cartesian coordinates
xBTC and
yETC for both curves are included in the list in
Table 2.
4.4. Arc Section A4÷5
Figure 13 shows the curvature diagram along the length of arc section
A3÷4, and
Figure 14 and
Figure 15 show the identification of transition curves
TC4÷5(
a) and
TC4÷5(
b).
Assuming an analogous procedure as in
Section 4.1, the radius of the circular arc
CA4÷5 was determined to be 1546.006 m. The linear coordinates of the transition curve
TC4÷5(
a) are:
LBTC = 3734.707 m and
LETC = 3869.805 m. Hence, based on Equation (23), the length of this transition curve
lTC = 135.080 m. For transition curve
TC2÷3(
b) the following values were obtained:
LBTC = 4209.072 m and
LETC = 4065.732 m; therefore, the length of this curve is 143.340 m. The corresponding values of Cartesian coordinates
xBTC and
yETC for both curves are included in the list in
Table 2.
4.5. Arc Section A5÷6
Figure 16 shows a graph of the curvature along the length of arc segment
A5÷6. This graph significantly differs from the previously studied cases. That is because of the short length of the circular arc in relation to the moving chord used. If the arc length is less than
lc, the κ(
L) diagram lacks the curvature values from which the arithmetic mean (and, consequently, the radius of the circular arc) can be determined.
In the studied situation, the radius of the circular arc was determined by the method of measuring the horizontal arrows. The assumed value of
R = 1920 m was used to determine the segmentation points, assuming linearity of the curvature course on both transition curves. The discussed situation is shown in
Figure 17.
In the case of the
TC5÷6(
a) transition curve (left in
Figure 17), the values of
κi for
(which corresponds to
m) were used. The equation of curvature was obtained by the least squares method.
Based on Formulas (21) and (22), the linear coordinates of LBTC and LETC were determined. They are as follows: LBTC = 4722.052 m and LETC = 4828.261 m. Therefore, based on Equation (23), the length of the considered transition curve is 106.209 m.
In the analysis of the
TC5÷6(
b) transition curve (on the right in
Figure 17), the values of
κi for
(corresponding to
m) were taken into account. The equation of curvature was obtained by the least squares method.
The determined linear coordinates of LBTC and LETC are: LBTC = 4969.917 m and LETC = 4862.111 m. Hence, the length of the studied transition curve is lTC = 107.805 m. It also becomes possible to determine the length of the circular arc as the difference between the ends of both transition curves: it is 33.851 m.
Cartesian coordinates
xBTC and
yETC of the transition curves shown in
Figure 17 were determined in the same way as the transition curve
TC1÷2. Their values are included in the collective list in
Table 2.
6. Conclusions
Determining the geometrical shape of a railway route is based on the measured coordinates of the track axis in an appropriate reference system. The currently used measurement methods allow for high precision and a significant reduction in time consumption. These methods are constantly developing—apart from classic geodetic techniques, satellite measurements are used, both in stationary and mobile versions. Determining the coordinates of the track axis enables the visualization of a given railway route, giving a general orientation of its location. However, since the purpose of the measurements is to determine the geometrical parameters (i.e., identification) of the measured route, some additional actions should be taken; in the standard approach, this will mean measuring horizontal arrows.
Meanwhile, the measured coordinates of the track axis allow one to directly determine the existing horizontal curvature, without the need for additional measurements. It is possible thanks to the development of a new method for determining the curvature, the so-called method of the moving chord. It allows one to comprehensively identify the existing geometric elements (straight sections, circular arcs, and transition curves) along with the determination of segmentation points that define the connections of these elements with each other.
This paper presents a detailed algorithm for determining the curvature of the track axis with the use of the moving chord method, and then discusses the procedure for identifying the geometric layout of an exploited railway route on the basis of the determined curvature. The conducted activities have been illustrated with calculation examples, covering a 5.5 km long test section with five areas of directional change. It showed a sequential procedure that led to the solution of the given problem. Based on the curvature diagram, the coordinates of the segmentation points, which allow one to fully identify the geometrical layout present in the test section, were determined.
The moving chord method does not allow for directly determining the segmentation points of the geometric layout; it is necessary to carry out an additional procedure. It is easy to notice, however, that the main role here is played by the transition curves, and the determination of the location of their extreme points enables one to determine segmentation points and lengths of individual curves. The significant difficulty of identifying transition curves makes attempting to use the directional angle of the route to determine the parameters of the geometric layout [
35] not fully effective. It is not possible to ensure sufficient accuracy of calculations with the necessary numerical differentiation of the directional angle in the areas where the transition curve connects with a straight section and with a circular arc. This has been explained in [
27].