VI  THE UNIT CARRIER

 

          Having established that we are firmly in the camp of those who favor pallets (that is the last time we will use this term), it is time to examine this creature.

         

 

A.     General Characteristics

 

          The unit carrier, or simply carrier, is the heart of the system.  As we indicated in Section II, each carrier will:

 

            a.  Have the means to propel itself along the guideway and know where it is within the system.  It will know how to get from any entrance station to any exit station on the system, including alternate routes; and have the means to effect transfer and exit switching.

 

            b.  Posses a means to communicate with nearby vehicles, as well as the transported vehicle.  The vehicle will also be able to communicate directly with each of the several sector monitors tracking all activity along the system.

 

            c. Have appropriate sensors to know its position relative to others, including relative velocities.  The carrier will also possess a longer-range sensor to sweep ahead and insure that no obstacles or obstruc­tions are present on the guideway.

 

            Clearly these are not separate, individual activities - they must be effec­tively coordinated and controlled.  Thus an onboard computer is required for this task.  We anticipate the central processor of almost any present-day PC would be more than adequate.  It is not our intention to detail the inner workings and relationship between the computer and the activities it controls; but rather to list a general description and qualifying factors of these activities.  We begin with a description of the mech­anical properties including the traction motors.  We then consider guidance and switching, including how and when the carrier effects it.  And finally we consider the communications and sensors that are required for the intelligent control of the carrier. 

 

            All carriers will have identical equipment and capabilities, even though  some may be employed only when the carrier is acting as a packet leader, i.e., the lead carrier in the packet.            

 

 

B.  Mechanical 

 

          As for basic mechanical construction, there would seem to be no need for any special consideration beyond present medium-duty truck or light-rail practice.  The planform of the carrier is only slightly larger than the size of a full size sedan, or van, and need only be rugged enough to carry that type of load.     It is not anticipated that anything special in the way of a shock or suspension system is required, as this would seem merely to be duplicating that of the transported vehicle.  It is expected that the lifetime of the basic carrier would be 30 years or more, with electronics and traction motors being repaired or replaced several times in that interval.

 

          a.  Traction  Unlike present light-rail practice, the traction, or support,  wheels will no doubt be separate from the guide wheels or other means of guidance. Accordingly, to facilitated switching, both on the main line and stations, the traction wheels would not be equipped with standard flanges. 

 

          The power for propulsion would be electric, with distribution either direct current, or standard 60 Hz alternating current; depending on the type of traction motor chosen.  In either instance, we anticipate a type of third rail distribution system.  To minimize contact with high voltage power, the power for operation within stations is supplied from an onboard battery.

 

          The choice of a traction motor is not critical to system operation.  It can be a standard d-c traction motor. Or alternatively, it can be a synchronous a-c motor which would require an on board variable frequency inverter.

 

          In these, tractive forces are transmitted through the support wheels.  The normal limitation to a 3% grade found in heavy railroad applications is not operative here; all the wheels are traction wheels.  In that sense, this is a light rail operation.  Moreover, the contact surface of neither the support wheels, nor the guideway is limited to steel.  We see no critical need for pneumatic tires, however.           

 

          Alternatively, some favor the use of a linear synchronous motor (LSM) for this task.  This has the attractive capability of providing the tractive force directly by the electro-magnetic field between the two halves of the motor; one in the carrier, the other as part of the guideway.  Unfortunately, this would most likely be prohibitively expensive.  Nevertheless, developments in this area should e monitored carefully.    

 

b.  Brakes  In normal operation, the requirements for these are no more demanding than of other transit vehicles. The motor can provide some dynamic breaking capability, whether rotary of linear.

 

In emergency application, the friction forces can be augmented by means of the guidance apparatus.  When pulled into contact with the guidance rail, considerable additional braking forces can be provided. 

         

          c. Coupler and Impact Absorbers  These provide the mechanism for coupling carriers together in packet operation.  It is essential that these provide only a longitudinal force.  This, so when exiting, In the unlikely occasion that an exit distance has not been established, these devices must nevertheless accommodate a departure of the carrier from the main line without the imposition of any appreciable transverse force.

 

          Flexible, compliant impact absorbers, or bumpers, are integral to this assembly.  These should provide sufficient protection such that a low-speed impact should cause no appreciable damage to the transported vehicle or its occupants. 

 

          d. Packet operation  As detailed in Section IV packet operation is central to the efficient utilization of the carrier.  While operating as a member of a packet, both the traction motor and the brake system are under the control of the packet leader.  When appending to the packet, control is retained by the carrier; it surrenders control only after the coupling process is completed.  Either the forward or following carrier can initiate a disconnect, whereupon the carrier automatically regains control.  This is essential for departure from the packet.

 

          e. Vehicle Restraint   And finally, some sort of automatic wheel chocks or other restraining device would  be required to secure the transported vehicle.

 

         

C.  Guidance and Switching

 

          As we have indicated previously, unlike conventional rail practice, control of the carrier along the guideway is a separate function from support of the carrier.  This is necessitated by the zero-headway contemplated within the packet.  Accordingly, the main line guideway is entirely static; it would physically impossible to move the track from one destination to another between successive carriers.

         

          As a carrier approaches a switching point, an auxiliary guidance rail is provided by the system.  It is incumbent upon the carrier to know where it is and whether or not it wishes to utilize it.  This property of the carrier to know when and how to effect a transfer is critical.  

 

          This separate guidance rail is provided to guide the carrier to alternate destinations. As shown schematically in Fig 1 a guidance arms extend downward from the carrier and have the means to “grasp” the rail.  We use the term grasp in quotation marks because, in normal operation, there is no physical contact with the rail.

 

       In practice, the lower part of the arm is maintained in proximity to the guidance rail with its position relative to the rail sensed electronically.  The position of the guidance arm does not directly control steering.  The arm is allowed to follow the normal variations in track position, while the high frequency movement is damped out by the steering system, providing a smooth ride to the passengers.

 

 

Fig 1

 

Plan view of the relationship

between  the main and transfer guidance rails

 

 

 

 

          This “grasping” action is backed up by rollers that under normal conditions do not come into contact with the rail.  Should the electronic sensors fail, these limit the displacement relative to the rail.  In addition to insuring that the arm remains in proximity to the guidance rail, this provides two important safety-related functions.  As we indicated, if for whatever reason, additional braking is required, applying an upward force through the apparatus brings the brake pads in contact with the rail and thus provides the additional friction, both directly and through the normal brake system.  Moreover, in the unlikely event of an accident, this will work to retain the carrier on the guideway.

 

          a. Switching Sequence  As shown, initially the auxiliary rail runs parallel to the main rail, and thus, in principal, grasping either would result in maintaining the carrier on the guideway.  However, as the auxiliary rail will eventually diverge and guide the carrier to an alternate destination, It is essential that either one or the other be in control; never both.  Each of the two halves of the grasper can be operated independently.  As described in the following, this proves useful in the switching operation.  The sequence of release and grasp occurs in the following order.  Please refer to Fig. 2.  Please also note that Fig. 2 is intended to indicate the sequence of switching, not the details of construction.  

 

 

 

Fig 2 a   Stage 0

 

Carrier under control of main arm

 

 

 

Stage 0:  Initially, both the left and right halves of the main arm grasp the rail, and the carrier is under control of the main rail

 

.

Fig 2 b   Stage 1

 

Initial contact with

transfer arm

 

 

 

          Stage 1:  The left half of the auxiliary arm engages the auxiliary rail.  If for some reason the sequence stopped, when the auxiliary departs, this will not over define control.

 

 

Fig 2 c  Stage 2

 

Control of carrier shared with main and transfer arms

 

 

 

          Stage 2:  With the left half of the auxiliary arm in place, arm the left half of the main arm will release.  During the parallel phase of the operation, this condition will maintain carrier direction.  In addition, should the subsequent action not occur, a dummy transfer rail is provided beyond the transfer point to maintain directional control till an emergency stop is effected.

 

.

 

Fig 2 d  Stage 3

 

Carrier under control

of transfer arm

 

 

         

          Stage 3:  With the completion of stage 2, the right half of the auxiliary arm will engage the auxiliary rail.   With this action, the auxiliary rail is in control.  No conflict will occur, even if the next does not take place.

 

 

Fig 2 e  Stage 4

 

Main arm completely

withdrawn

 

 

 

Stage 4  With the auxiliary arm in control, the right half of the main arm will release, and the carrier is under control of the transfer rail.

 

         

          The carrier is now completely under control of the auxiliary rail and is guided to an alternate guideway.  It should be noted that this entire action will take place in considerable less time that it takes to describe it,

 

          After the carrier has completely left the main line, the sequence is reversed and the main rail of the new guideway reclaims control.  The carrier is now ready for any subsequent transfers.  However, for a guideway that serves merely as a bridge between to main guideways, it may be simpler to effect the transition to the new guideway by maintaining control under the auxiliary rail.

 

          This same sequence could also effect a left exit with an auxiliary rail to the left.  The carrier is equipped with an equivalent set of graspers on the left as well.  

 

          b. Location Knowledge  For all this to be effective, the carrier must know at all times where it is.  We suggest a system to augment the Global Positioning System (GPS).  Each carrier would have a GPS receiver.  The positional accuracy (although recently improved for civilian users) may not be sufficient.  Thus we suggest of system of markers, either passive or active, to supplement this system.  In this, it would be essential that these markers be sufficiently far apart that the identity, and thus the exact location, of each would be unambiguous.  By this means the carrier can update his exact position to within a few millimeters.  Moreover, as the distance between successive markers would be known, it would then be possible to continuously update the calibration of an onboard odometer.  In this way, the carrier could remain certain of its location within centimeters.      

 

 

          D.  Carrier Communications

 

          a. Intra-packet Communication   Reliable intra-packet communication is  essential to system operation.  As noted above, in packet operation, the packet leader controls both motor and brakes of each member of the packet.  Moreover, when leaving, individual carriers must notify the packet to provide an exit distance.  When appending to the packet, individual carriers must have a means to notify the packet of its intention.  All emergency instructions initiated by the packet leader are also communicated to the packet by this system..     

    

          It is essential that any communication within a packet is not intercepted and acted on by another packet.  Thus, intra-packet communications should probably be by means of a full-duplex digital bucket brigade.  If the packet leader needs to signal the packet, it initiates the signal and passes it to the next carrier behind it.  The second carrier will pass to the carrier behind it and so forth.  The last carrier will acknowledge the signal and pass the original signal forward, with each carrier in turn passing forward.  The lead carrier then compares the signals and (assuming they are identical) knows that all have received and acknowledged.  The same means of communication will be used in an exiting situation except that the exiting carrier will originate the signal.

 

          The specific means for transmission between carriers can be any of several, possibly infrared or high frequency microwave.  The primary requirement is the sending and receiving antennae (these will undoubtedly be physically the same, but will alternate functions) be in close proximity for contiguous carriers, providing negligible leakage radiation.  In any event transmission delay should be of the order of mil­liseconds, at most.  Thus signals can be exchanged and acknowl­edged in times considerably shorter than that required for any mechanical action. 

 

          b. Interaction with the Transported Vehicle  There are some special con­siderations required for interacting with the transported vehicle - the vehicle must indicate where it wants to go.  This can be accomplished either directly or by indirect means such as low power radio, or other means.  Communicating between the carrier and vehicle, while on board, pose no particular difficulty or restriction.  However, if we also wish to use the same port for local communication between the vehicle and the station before loading onto the carrier, this suggests an emphasis on low power radio, as in cordless telephones. 

 

          However, there is a need for direct contact.  As previously indicated, we propose an on board charging unit for electric vehicles.  Moreover, during weather extremes, we anticipate a need to supply energy for heating and/or air con­ditioning.  If we require the transported vehicle to supply its own, then we partially defeat our environmental objectives, at least for internal combustion powered vehicles.  (We could just be mean, and let them suffer; but in the interest of gaining public acceptance, providing this additional service is probably a useful concept.  Particularly, since we can effect the means to charge for it.)

 

          Accordingly, for regular commuters, it seems reasonable that minor modifications could be made to the private vehicle to provide both a communication port and a standard power connector.  The heating/air conditioning units might be either separate or a modification to existing ones.  A standard would be required only for the connector; leaving for the commuter, or any cottage industry that develops, the specifics of the modification.

 

          For the occasional user, perhaps a separate auxiliary apparatus which connects to the carrier and attaches to the vehicle much like the speaker in a drive-in movie theater. 

 

          c. Communication with the Station and the Larger System  We also see a need for the carrier to be able to communicate with the local station.  A station-to-carrier net provides communication both directly to the station, while the carrier is actually in the station; and to the appropriate sector monitor when it is not.   This would also be used to communicate with the launching, separation, and transfer functions.

 

          Because of this somewhat multi-faceted role, and in order to minimize spectrum, we would anticipate that this station-to-carrier net would operate very much like a digital cellular telephone system.  The traffic should be relatively light; using only cryptic commands that are expanded and acted upon by the receiver.  The system would not directly involve the driver, and involves no voice communication in and of itself.  However it might direct the communication port with the transported vehicle to inform the driver of any changes or other pertinent information.  In the event of any unusual circumstances or emergency, information or instructions could be sent to either to the entire system, segments of it, or to a specific carrier.  

 

 

          E.  Position Sensors and Collision Avoidance

 

          There are two, more or less, separate requirements for position sensors.  These are those required for packet operations, and those required to insure that the guideway ahead in unimpeded.

 

a.  Packet Sensors  These are essential for safe and effective packet operation.  Each carrier is provided with the means to know the relative position and velocity of adjacent carriers.  When forming or re-forming the packet, the carrier, as it approaches a forward carrier to effect a coupling, must have accurate position data accurate to within millimeters.  Thus, sensor capability that extends out a few tens of meters may have to be augmented with a close-in capability to be used when actually making the coupling.

 

 As the carrier is capable of operating in either direction, these are required both forward and backward.  This backward sensing also is used as a redundant check on appending carriers; sounding an alarm if the approach velocity is too rapid.

 

A likely candidate for this application would be millimeter microwaves.

 

b.  A Longer Range Capability and Collision Avoidance   It is imperative that the carrier, more properly the packet leader in most instances, be provided with the means to insure that there are no obstacles or other impediments to safe passage.  To some degree this involves proving a negative.  Thus it would  be insufficient for merely the absence of a return signal indicating danger.  There must be a positive signal indicating this absence.

 

Accordingly, this suggests some sort of artificial intelligence, or more accurately, an expert system may be required.  In this we can ease the burden somewhat by painting either the guideway itself, or adjacent markers, with a highly reflective surface.  We can also consider the possibility of infrared but this  would involve providing a temperature differential, and possibly a large consumption of power.

 

At any rate, a camera of some sort that provides an uninterrupted view of the guideway out to something of the order of 100 meters, coupled with some intelligent signal processing might be sufficient.  Of course, the camera would need to be sufficiently elevated such that looking out ahead to the guideway, elevated obstructions (i.e., above the track) would also be detectable.

 

In addition, the relative velocity of any thing that is detected must also be determined.[1]  In particular, it should always be possible to detect the preceding packet (if one exists).  If an appropriate headway exists, and the forward packet is proceeding at system speed, no action is required.  In other words, the packet leader must be provided with sufficient information to make the intelligent decision, rather than a drastic one.

 

          It is also a requirement that this capability can be applied to an adjacent guideway.  That is, as a carrier is about to merge into the main (or other) line, it must be possible to determine that there is adequate room.

 

          Providing an adequate collision avoidance system is not a trivial task.  A number of academic and commercial laboratories are working on this problem, and we are confident that a solution will be forthcoming.  However, we are not sufficiently confident, at this time, to identify a particular approach.  It is clearly an area that deserves early investigation.

 



[1] This might be accomplished by means of millimeter microwaves or possibly lidar, a laser radar.