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Communications-Based Train Control Conference London, 2014

Communications-Based Train Control Conference London, 2014. A Recipe for Success in Implementing CBTC on an Operating Transit System Presented by: Dr. Alan F. Rumsey, P.Eng , FIRSE March 12, 2014. Why implement CBTC on an Operating Transit System?. CBTC Enabling Technology. Line Upgrade.

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Communications-Based Train Control Conference London, 2014

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  1. Communications-Based Train Control Conference London, 2014 A Recipe for Success in Implementing CBTC on an Operating Transit System Presented by: Dr. Alan F. Rumsey, P.Eng, FIRSE March 12, 2014

  2. Why implement CBTC on an Operating Transit System? • CBTC Enabling Technology • Line Upgrade • Step-change Increase in Operational Performance • Control Centre Modernization • Infrastructure / Systems Upgrades • New Vehicles • Upgrade Signalling and Train Control Systems

  3. Recipe for Success ….. How do we define “Success” for a CBTC upgrade project …..

  4. Success ….. Success is: Deliver anticipated benefits (scope) on schedule and within budget …..

  5. Success ….. • Minimum Service Impacts Success is: Deliver anticipated benefits (scope) on schedule and within budget ….. … with minimum service impacts

  6. Success ….. • Service- Proven Product • Minimum Service Impacts Success is: Deliver anticipated benefits (scope) on schedule and within budget ….. … with minimum service impacts … and service proven product

  7. Standard “V-Curve” System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  8. Real-World “V-Curve” • Service- Proven Product System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  9. Real-World “V-Curve” • Service- Proven Product System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  10. Real-World “V-Curve” • Service- Proven Product • Minimum Service Impacts System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  11. Real-World “V-Curve” • Service- Proven Product • Minimum Service Impacts System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  12. Recipe for Success –System Requirements • Service- Proven Product • Minimum Service Impacts System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  13. Recipe for Success –System Requirements • e.g. IEEE 1474.1 • Line Characteristics • (fixed) • Core System Requirements • (fixed) • Site-Specific Requirements • (variable) • Keep it Simple!

  14. Adaptation Risk ….. • Adaptation Risk • System Requirements for Service-Proven Product • Site-Specific • Requirements • Service-Proven Product Design • New/Modified • Requirements • Site-Specific • Design

  15. System Requirements “… you can't always get what you want, but if you try sometime, you just might find you get what you need …” Mike Jagger/Keith Richards (Rolling Stones)

  16. System Requirements • Focus on the core business “needs” such as: • Improved service delivery • Capacity • Trip times • Operational flexibility • State-of-good-repair • Higher system availability • Reduced maintenance • Enhanced safety • Increased levels of automation

  17. System Requirements • Challenge site-specific “wants” • Agency-specific adaptations and new developments • E.g. requirements for “secondary” train detection/ protection (“fall-back” systems) • E.g. ATS-level functions • Agency-specific historic processes and practices • E.g. “we’ve always done it this way”; “it’s part of our culture” • Agency-imposed systems integration risks

  18. Recipe for Success – Migration Plan • Service- Proven Product • Minimum Service Impacts System Requirements System Integration & Acceptance Verification and Validation Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test Design Fabrication

  19. Recipe for Success – Migration Plan • Cost of Service Impact • Cost of avoiding Service Impact • Migration Plan • Test & Commissioning • Installation

  20. Migration Plan The Migration Plan defines a staged cut-over of the new signalling and train control systems both geographically and functionally Start with the “end-state” railway and work back, driven by business need priorities

  21. Migration Plan • Minimize Service Impacts • Prioritize Business Needs • For example: • Stage n (final stage): • Full geographic limits cut-over • Full functionality • Stage n-1: • Full geographic limits cut-over • Core functionality only • Stage n-2: • Core geographic limits cut-over only • Core functionality only • Stage n-3: • Etc.

  22. Migration Plan • Equipment to be installed • Vehicles required • Tests that must be conducted • Impacts to safety case • Etc. • Minimize Service Impacts • Stage “r-1” • (To be defined) • Stage “r” • (Defined) Given Stage “r”, how should Stage “r-1” be defined to get to Stage “r” with minimum Service Impacts?

  23. Migration Plan • Train-borne and wayside processors • Vital ATP functions, • Non-vital ATO and ATS functions • Software-based • Database-driven • Data communications network • Train-borne train location determination Understand the three key characteristics of CBTC systems:

  24. Migration Plan -Train-borne train location determination • The train is key – start here! • Recognize that to fully commission a CBTC system requires running multiple CBTC trains on revenue track • Minimize revenue track access requirements through prior integrated factory testing and use of a test track

  25. Migration Plan – Data Communications • Verify the performance, availability and stability of the CBTC data communications networks prior to CBTC functional testing/commissioning (e.g. “shadow-mode” testing) • Include analysis of worse-case conditions that cannot be easily duplicated in the factory or in the field

  26. Migration Plan – Distributed Vital/Non-Vital Processors Verify the overall stability of the CBTC distributed computer network, including ability to switchover between redundant sets of wayside and/or train-borne CBTC equipment Final functional testing can only be performed at a systems level with all major CBTC subsystems operational

  27. Migration Plan – Software-based and Database-driven • Application-specific infrastructure data and train- data has to be verified as an element of the functional test/commissioning process • Software development process does not end until the system is verified to be operating correctly in the field • Multiple software releases typically required and need to be planned for

  28. Migration Plan - Functional Testing of CBTC Systems • e.g. IEEE 1474.4 • Factory testing • Exhaustively test every CBTC function/sub-function in the factory • Test internal and external interfaces • Simulate a realistic range of message latencies and equipment response times • Perform system stress testing with fully integrated CBTC system • Run a wide range of operating scenarios • Simulate failure modes

  29. Migration Plan - Functional Testing of CBTC Systems • e.g. IEEE 1474.4 • For a CBTC upgrade project, a CBTC test track is mandatory to: • Confirm vehicle interfaces/characteristics • Confirm wayside interfaces/characteristics • Verify vehicle/wayside data communication links • Dry-run tests to be performed on revenue track • Test cut-over strategies between legacy and new systems

  30. Migration Plan - Commissioning CBTC Systems • Minimize Service Impacts • CBTC Functional Tests • Factory Tests • Test Track Tests • CBTC Data Comm Network • CBTC Computer Network • Fixed Equipment • CBTC Network Stability • Mobile Equipment • Revenue Track Tests • “Shadow Mode” Tests

  31. Recipe for Success ….. • Minimum Service Impacts • Service- Proven Product System Requirements System Integration & Acceptance Verification and Validation S U Construction and Integration Planning and Design Sub-System Requirements Construct / Inspect/Test C C Design Fabrication E S S

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