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   Bogie fairings  evaluated  
In most trains the bogie area is uncovered up to the height of the wheel. In high speed trains, bogie covers may substantially reduce air resistance.
Technology field: Aerodynamics and friction
close main section General information
  close sub-section Description
   

In many trains the bogie area is uncovered up to the height of the wheel. In order to minimise drag in high speed trains, the bogie areas may be covered with smooth and streamlined surfaces.

Technical details and design requirements

The greatest reduction in drag can be expected for bogie fairings fitted flush to the external contour of the train. However, this generally requires inside frame bogies. In the case of bogies with outboard journal frames, bellied bogie fairings have to be chosen. From an aerodynamic point of view, the latter need to be designed very carefully to avoid flow separation.

Fairings have to be designed in an optimised way both for aerodynamics and for cost-effective maintenance.

The fairing geometry has to respect a number of requirements which depend on the respective train design and infrastructure: For example for the ETR 500 the fairings had to respect the gauge limits and to avoid interference between bogie and car elements such as yaw dampers, doors, etc. In addition, openings on the fairings were necessary to allow, for instance, the view on brake indicators.

As a result, it is usually not possible to exploit the aerodynamic reduction potential up to 100 %. For newly designed stock, there are obviously less restrictions than for retrofitting measures.

Fields of application

  • Main-line and high-speed trains
  • There is a similar measure discussed for freight trains which is however mainly aimed at noise reduction and therefore not considered here.

Manufacturer:

Manufacturers of railway vehicles. The bogie fairings for the Italian ETR 500 were manufactured by AnsaldoBreda.

close main section General criteria
  close sub-section Status of development: test series
    Test series (Europe) to marketable (Japan). Bogie fairings have been used in the Japanese Shinkansen 500 series (JR West) since 1997. In Europe a joint research project of DB, SNCF and FS, with the co-operation of the train manufacturer AnsaldoBreda, has been performed on the new multi-voltage ETR 500 high speed train.
  Time horizon for broad application: 5 - 10 years
    (no details available)
  Expected technological development: dynamic
    Compared to retrofitting measures on existing trains (as in the ETR 500 test series), bogie fairings for newly designed trains may be even more effective (according to optimistic assumptions, air drag may be reduced by up to 20% as compared to 10% for retrofit measures).
    Motivation:
   
  • Noise reduction
  • Energy efficiency (Future high speed trains with increased speed will generate a strong rise in the energy costs of operations through increased air drag.)
  Benefits (other than environmental): small
    Wear of bogies is reduced due to better protection against damage by stones from track.
  Barriers: low
   

Maintenance

For maintenance purposes an easy access to the bogies is required. Bogie fairings obviously make access more difficult, but this problem can be minimised by intelligent construction.

    Success factors:
    Assess possibility of integrating bogie fairings into specification sheets of new high speed stock.
  Applicability for railway segments: medium
    Type of traction:  electric - DC, electric - AC, diesel
    Type of transportation:  passenger - main lines, passenger - high speed
    Bogie fairings are mainly discussed for high-speed trains, where air drag is dominant.
    Grade of diffusion into railway markets:
  Diffusion into relevant segment of fleet: < 5%
  Share of newly purchased stock: < 20%
    No in-service use in Europe.
  Market potential (railways): medium
    (no details available)
    Example:
    ETR 500 (test series)
close main section Environmental criteria
  close sub-section Impacts on energy efficiency:
  Energy efficiency potential for single vehicle: 5 - 10%
  Energy efficiency potential throughout fleet: 1 - 2%
   

About 40% of air resistance is owed to bogies and wheels. They are therefore among the most promising areas for reducing running resistance of high-speed vehicles. The bogie fairings reduce air drag by eliminating flow separations at unshielded bogies and by shielding bogie components that would otherwise protrude into the rapid airflow along train sides. Due to the increased surface area using bogie fairings, frictional drag will be slightly greater. Since the form or pressure drag as predominating drag fraction is diminished, fitting a vehicle with bogie fairings will produce a significant reduction in drag as a whole.

Results of the ETR 500 test series

The full scale test series performed on the Italian ETR 500 with fairings revealed reductions in running resistance of approximately 10 % compared to the standard configuration without fairings. This figure refers to a speed range of 100 to 300 km/h and the train configuration planned to operate on the Italy – France routes, consisting of 2 locomotives and 8 trailer cars and which has a total length of 249.7 m. Reduced scale tests on a 1:7.5 model of ETR 500 using different fairing geometries indicate that the drag reduction could be further increased if the fairing design was aimed for the aerodynamic optimisation and not only for the retrofitting on the existing bogies.

Conclusion

A reduction potential of approximately 10% is confirmed by studies performed in the 1930s as well as Japanese experience from today’s Shinkansen 300X research train. In today’s high-speed trains running resistance accounts for over 60% of the energy consumption. This share will rise even more as further increases in speed are achieved. Bogie fairings therefore offer an overall energy efficiency potential of 6% per vehicle (and even more in the future).

  Other environmental impacts: positive
   

Noise reduction

The DB, SNCF, FS joint research project aims at reducing noise emission originating from the bogie by 2 dB(A). It is not known whether this goal was achieved with the experimental bogie fairings tested in Italy.

close main section Economic criteria
  close sub-section Vehicle - fix costs: low
    For retrofit measure there will be high costs for dedicated design and development for a particular train series. The fix costs per train will therefore strongly depend on the number of trains in a series. If covered bogies are integrated into the design of new stock in the first place, additional costs will be very low to negligible.
  Vehicle - running costs: significant reduction
    Given the huge energy saving potential per vehicle, running costs are substantially reduced. According to calculations on the basis of present operating costs for European HST routes, bogie fairings would allow typical savings of between 5 and 10 million EURO to be effected in annual energy outlay for the various HST fleets.
  Infrastructure - fix costs: none
    (no details available)
  Infrastructure - running costs: unchanged
    (no details available)
  Scale effects: medium
    For retrofit measures there will be scale effects for each train series since fairings have to be individually designed for a given train type. This is expensive and will make sense only for reasonably large numbers.
  Amortisation: (no data)
    For a retrofit measure, amortisation will depend strongly on the number of trains retrofitted.
no data available Application outside railway sector (this technology is railway specific)
close main section Overall rating
  close sub-section Overall potential: very promising
  Time horizon: mid-term
    Tests on Italian ETR have shown aerodynamic effectiveness of bogie fairings. Shielded bogies should therefore become a part of specifications sheet in purchasing of high-speed stock. The profitability and technical feasibility for retrofit has to be assessed individually for each train type.
References / Links:  DB AG 1999;  Mancini et al. 2001;  Schulte-Werning et al. 1998
Attachments:
Related projects:  High-speed co-operation project;  Bogie fairings
Contact persons:
 date created: 2002-10-09
 
 
© UIC - International Union of Railways 2003
 
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