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TCRP Report 130: Shared Use of Railroad Infrastructure with Noncompliant Public Transit Rail Vehicles: A Practitioner's Guide (2009)
Transit Cooperative Research Program (TCRP)

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Transportation Research Board. "6) Transit Operators Choosing to Avoid Commingling Sacrificed Service Quality and Efficiency." TCRP Report 130: Shared Use of Railroad Infrastructure with Noncompliant Public Transit Rail Vehicles: A Practitioner's Guide. Washington, DC: The National Academies Press, 2009.

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Page
54
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Page
54
Front Matter (R1-R12)
Research Objective (1-1)
Report Output (2-2)
Business Case (3-4)
Train Control Technology (5-5)
Grade Crossing Hazards (6-6)
Requirements for Concurrent Shared-Track Operations (7-7)
Practical Shortcuts (8-8)
Advancing the Shared-Track Concept (9-9)
Introduction (10-10)
Reader's Guide to the Final Report (11-11)
Scope of Work for Project A-27 (12-12)
Research Approach (13-13)
Characteristics of a Shared-Track Corridor (14-14)
Freight Operations Perspective (15-16)
Why Share Track? (17-17)
The Business Model (18-18)
Business Model Structure (19-19)
The Business Case (20-20)
Shared-Track - A Practical Business Case Structure (21-22)
Role of the Designated State Safety Organization (23-23)
Methods for Risk Analyses (24-24)
Equal Risks, Equivalent Safety (25-25)
Underpinning the Case for Shared-Track (26-26)
The Role of Command and Control Systems in Shared-Track (27-27)
1) Train Control System Functions (28-28)
2) Train Control System Design Parameters (29-29)
4) Train Control - Emerging Technology - PTC and CBTC (30-30)
System and Integration Testing - Vendor Role (31-31)
8) Issues Unique to Train Control for Shared-Track (32-32)
Auxiliary Safety Critical Systems (33-33)
9) Fail-Safe Train Separation (34-35)
2) Regulatory and Practical Requirements (36-37)
4) Functional Design of a Communications System (38-38)
2) Regulatory Mandates (39-39)
4) The Rulebook (40-40)
5) Rules and Procedures for Shared-Track (41-41)
Background (42-42)
2) Diesel Multiple Units and Electrical Multiple Units (43-43)
2) Crash Energy Management (CEM) (44-44)
3) Propulsion System (45-45)
5) Other Considerations (46-46)
Vehicles for Shared-Track Applications (47-47)
3) Standardization (48-48)
Applying Technology to Shared-Track Operations - A Brief Guide (49-50)
Shared-Track Operations - The North American Experience (51-51)
2) Former Private Freight Railroad Owner Becomes a Privileged Tenant (52-52)
4) Pressure to Commingle Is Heaviest on Lines with Higher Freight Densities* - A Review of Different Solutions (53-53)
6) Transit Operators Choosing to Avoid Commingling Sacrificed Service Quality and Efficiency (54-54)
Business Case Template (55-55)
Alternatives Analysis (56-56)
Reasons to Consider Noncompliant Equipment (57-57)
Service Characteristics to Justify the Choice of a Light Rail System (58-58)
Structures Considerations (59-59)
Cost and Ridership Analyses (60-60)
Cost Analysis for Signal System Alternatives (61-62)
System Capital Cost Assessment (63-63)
System Operating Cost Assessment (64-65)
Alternatives Evaluation (66-66)
Introduction (67-67)
Risk Analysis and Modeling Methodology (68-70)
Results and Risk Analysis Findings (71-72)
Safety Case Findings (73-73)
San Diego Trolley (74-74)
Achievable Incremental Steps (75-75)
Practical Shortcuts For Shared-Track (76-76)
Demonstration Project (77-77)
Application of Risk Analyses Methodology to the Demonstration Project (78-78)
Data Collection Plan (79-79)
San Diego Trolley, Inc. (80-80)
Barriers to Implementation (81-81)
Shared Track - The Potential Market (82-82)
Shared-Track Operation - An Evolving Concept (83-84)
Bibliography (85-86)
Appendix 1 - Abbreviations (87-87)
Appendix 2 - Glossary of Shared-Track Definitions (88-92)
Appendix 3 - TCRP A-27 Research Task Descriptions (93-97)
Appendix 4 - Relative Cost Comparison of Train Control Systems (98-99)
Appendix 5 - Sample Operating Rulebook Table of Contents (100-100)
Appendix 6 - Vehicle Cost Drivers (101-101)
Appendix 7 - Some Examples of Current Production LRV and MU Vehicle Types (102-105)
Appendix 8 - Shared-Track System Status (106-106)
Appendix 9 - Shared-Track Configuration and Operational Alternatives (107-109)
Abbreviations used without definitions in TRB publications (110-110)

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54 Shared Use of Railroad Infrastructure with Noncompliant Public Transit Rail Vehicles: A Practitioner's Guide A. NJ Transit River LINE. Although 19,440 freight carloads move over the line per year (average of 78 carloads per day based on annual non-holiday weekdays), Conrail was concerned about the need to divert trains on to the line in the event of a blockage. NJT was planning to operate passenger service later into the night, with the last trains running until 1 AM, instead of the current 10 PM. The 16/8 hour split between passenger and freight operations satisfied neither NJT nor Conrail. NJT is preparing to request a waiver allowing freight and passenger trains to share a 3,000 ft. single-track segment providing access to Pavonia Yard and would make signaling improvements to provide the safety equivalent to the procedures permitted on the Newark City Subway's shared-track segment. B. San Diego Trolley. Because of the length of the shared segment and increasing traffic, freight trains require more than the four hours of exclusive freight operations allotted to them. The 20-hour passenger period required by SDTI has contributed to the urgent need to obtain special waivers to allow limited nighttime joint operation. C. NJ Transit Northern Branch. Here, the freight operational patterns placed the onus on pub- lic officials to develop a strategy for commingling. As a result, compliant DMU rail vehicles are being considered (as opposed to noncompliant electric light rail trains) to permit flexible freight operations. This proposed change in the vehicle mode will result in less passenger con- venience, requiring an additional transfer at the North Bergen Station, instead of a one-seat ride on a through route via connection to the existing HBLR service. D. NJ Transit Newark City Subway.* Freight density is not significant on this line. In this case the freight line that serves one customer about once a week was ideally located for a service extension, hence the desire to share track. The shared section of track was sufficiently short to permit the entire segment to be designated as one interlocking. Specialized signaling equipment fulfills the fail-safe train separation requirement while allowing freight trains to operate between light rail trains, under the supervision of the Transit Authority. E. Austin, Texas Commuter Rail. Transit service may be suspended mid-day to allow freight services to operate. Overnight freight operations are not acceptable to the communities along the line. While viable, this approach limits operational flexibility, passenger convenience, and growth potential. 5) Public Transit Agencies Are Interested in Avoiding Shared-Track Arrangements In some cases, especially where the freight line is not currently active, transit agencies have expressed a desire to disallow freight operations as part of a line sale agreement. Transit oriented developers tend to see a freight operation or the future possibility of a freight operation as an impediment to successful property redevelopment. A. MARTA Belt Line. The lone customer (an urban sand and gravel plant) on the potential shared-track freight line is under pressure to relocate due to transit oriented development considerations. B. BART State Route 4. Although the freight line is currently in disuse, the railroad continues to seek an easement for development of future freight services along that corridor. However, the transit agency has expressed a desire to avoid the possible future restoration of freight service, since such easement may ultimately affect the vehicle technology and development options available for the corridor. 6) Transit Operators Choosing to Avoid Commingling Sacrificed Service Quality and Efficiency Designers of all systems choosing to avoid commingling initially considered the use of non- compliant equipment. Planners of three systems (Orlando, FL, northern NJ, and Oakland-