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ABSTRACT
Union Pacific Railroad has prioritized optimizing the life span of ballast material utilized across
the system. The quantification of ballast degradation due to tamping is an unknown variable in
the life cycle of ballast. A laboratory test procedure was developed to quantify the degradation
of ballast due to tamping and to evaluate the future performance of ballast materials. All thirteen
sources of ballast presently used on the UP System were tested. The results of the tamping test
results found no correlation to the Los Angeles Abrasion test or particle shape. This study
emphasizes the difficulty of predicting the field performance of ballast in the laboratory and
confirms the importance of utilizing hard, dense, and durable ballast which was properly
produced, transported, placed, and maintained.
INTRODUCTION
The laboratory test procedure described in this paper provides a measure of ballast
breakdown from tamping which is an activity that every tie on every railroad system will
experience. A laboratory test procedure was developed to quantify the degradation of ballast due
to tamping and to evaluate the future performance of ballast materials. The test procedure was
developed as part of a broader ballast research program by Union Pacific Railroad to optimize
Ballast degrades primarily from traffic loading and tamping. Studies by Selig and Waters
indicate that 76% of the fouling material on North American railroads is due to ballast
degradation compared with 41% of the fouling material on the British Railway system being
from ballast degradation (2).
The portion of ballast degradation due to tamping has been studied previously with wide
ranging results. British Railways found a 15 to 45% reduction in the 1.5 to 2 inch (38 to 51 mm)
particle sizes and an increase from one to five percent in the material passing the 0.5 inch (13
mm) size after 20 consecutive tamping head insertions (2,5). Another study by British Railways
found that 4.4 to 8.8 lbs (2 to 4 kg) of material less than 0.5 inch (14 mm) was generated per
each tamp, which consisted of a single insertion (2,6). A study from Association of American
Railroad field tests found that 20 tamping squeezes resulted in the generation of six and ten
percent fine material in a granite and limestone ballast, respectively (2,7). A 2007 study by
Aursudkij found two granites to produce 0.1 and 0.6 lbs (0.05 and 0.25 kg) of minus 0.5-inch
(14-mm) material per tamp in a test which consisted of ten tamps (8).
A full size, Jackson tamping head was mounted inside a loading frame in a custom
machine constructed by Ballast Tools. A photograph of the machine is shown in Figure 1. Not
shown in the photograph are the computer which controls the test and the external hydraulic
pump/reservoir system. The ballast is contained in a box which is handled by a forklift to ease
loading and unloading ballast into the test machine. The tie is placed in a bracket on the ballast
box frame so that the tie cannot be uplifted during repeated tamping.
The initial testing consisted of a 25-cycle test on each of the 13 UP ballast sources.
Additional testing included 3, 12, 50, 62, and 100 cycles on selected ballast sources. All the tests
were performed in the dry, except for two 50-cycle tests where the ballast was soaked for 24
hours prior to testing. An overview of the testing procedure follows.
Step 4. Place all the material larger 0.5 in (13 mm) into the 55-gallon (208-liter) metal drum.
Step 5. After all the material is placed in the drum, the sample was mixed by rolling the steel
drum with a fork lift for a distance of 150 ft (46 m) across the laboratory parking lot.
Step 6. Place the ballast sample into the ballast box for testing as shown in Figure 2. The
wood tie was clamped in place to the ballast box and the ballast was placed by hand
under the wood tie during filling.
Step 7. Place the ballast box in the testing machine and secure the ballast box.
Step 8. Complete the required number of tamping cycles. A computer program controlled
the test, the tamping head penetration, and the squeezing pressure. Some of the key
considerations in the tamping test were:
x Each tamping cycle was a “double tamp.” The double tamp consisted of:
o a complete insertion of the tamping tines (Position A to B as shown in
Figure 3),
o squeezing and releasing of the tines,
o a partial retraction of the tines (Position B to C),
o repenetration to depth (Position C to B),
o squeezing and releasing of the tines,
o and a complete retraction of the tines (Position B to A).
x Tamping head downward pressure setpoint: 1,800 psi
The initial gradations of the mainline ballast for the thirteen ballast sources are shown in Table 1,
as well as the UP specification. The samples were obtained at the pits and shipped in 55-gallon,
metal drums to the UP laboratory.
The results of the tamping tests are shown in Table 2. Historical reference testing is also
included for the LA Abrasion and Flatness/Elongation based on a 3:1 standard. The change in
percent passing presented in Table 2 is the increase in finer material from the original gradation
for each sieve size as a result of tamping. Figure 4 illustrates the typical ballast breakdown
observed during removing the ballast from the box after tamping.
Sieve Size
Gradation 2.5 in 2 in 1.5 in 1 in 0.75 in 0.5 in Mineralogy
Description (64 (51 (38 (25 (19 (13
mm) mm) mm) mm) mm) mm)
UP 90-
100 50-80 10-35 0-10 0-5 Not Applicable
Specification 100
Ballast 1 100.0% 97.9% 62.3% 19.5% 7.4% 2.0% Granite Porphyry
Trachyte and Syenite
Ballast 2 100.0% 94.5% 55.5% 10.2% 1.7% 0.4%
Porphyry
Ballast 3 100.0% 86.7% 53.1% 14.3% 3.4% 0.9% Rhyolite Porphyry
Ballast 4 100.0% 89.6% 42.4% 7.4% 2.3% 0.9% Diabase and Rhyolite
Ballast 5 100.0% 94.9% 73.3% 21.8% 5.0% 2.2% Syenite
Ballast 6 100.0% 88.8% 43.9% 12.1% 4.3% 1.1% Quartzite
Ballast 7 100.0% 99.9% 84.8% 36.0% 14.7% 1.8% Rhyolite
Ballast 8 100.0% 82.4% 31.3% 6.0% 1.4% 0.8% Rhyolite Porphyry
Ballast 9 100.0% 84.6% 57.3% 31.2% 18.2% 5.5% Gabbro
Ballast 10 100.0% 89.7% 50.7% 10.2% 2.6% 0.8% Basalt (Traprock)
Ballast 11 100.0% 97.7% 69.9% 33.3% 12.7% 0.7% Basalt
Basalt/Diabase
Ballast 12 100.0% 92.7% 69.6% 32.6% 13.1% 2.5%
(Traprock)
Ballast 13 100.0% 93.9% 62.5% 25.5% 11.3% 2.4% Granite
With regard to settings during the test procedure, the tamping head downward pressure
setpoint was 1,800 psi (12,400 kPa) and generally required 1,300 to 1,400 psi (9,000 to 9,600
kPa) to penetrate the ballast to depth. The tamping head squeeze pressure setpoint was 1,800 psi
(12,400 kPa) and was approximately 2,000 psi (13,800 kPa) during squeezing while testing.
The results are presented as the change in percent passing as this allowed normalization of the
data. Attempts to correlate the data based on the amount of material generated at each sieve size
were skewed due to the variations in the initial gradation. The initial gradations tend to be
representative of the gradations produced at the quarries and the focus of the study was on the
performance of each material based on actual gradations. A laboratory prepared sample to an
exact gradation from each ballast source was not the intent of the study, but would likely provide
a more precise comparison between the ballast materials.
Table 3 provides the average change in percent passing for 1 in (25 mm), 0.75 in (19
mm), and 0.5 in (13 mm), as well as the rate of change per double tamp. Similar gradation
changes and trends were observed for the three particle sizes shown in Table 3. The rate of
degradation was shown to decrease as the number of tamping cycles increases. Considering the
percent passing the 0.5-in (13-mm) size at 25 cycles had an average rate of degradation of 0.24
percent and the sample weighed 350 lbs (159 kg), 0.8 to 0.9 lbs (0.36 to 0.41 kg) of minus 0.5-in
(13 mm) material is generated per tamp. This result is comparable to the results from the 1975
British Railways study (2,5), the 1989 AAR study (2,7), and the 2007 Aursudkij study (8).
Sieve Size
Number of 1 in (25 mm) 0.75 in (19 mm) 0.5 in (13 mm)
Tamping Rate (% Rate (% Rate (%
Cycles % % %
Change Change Change
Change Change Change
per tamp) per tamp) per tamp)
12 5% 0.42% 4% 0.37% 3% 0.28%
25 9% 0.36% 8% 0.32% 6% 0.24%
62 14% 0.22% 14% 0.22% 11% 0.17%
100 17% 0.17% 17% 0.17% 14% 0.14%
Ballast Numbers 2 and 11 produced the least amount of minus 0.5-inch (13-mm) material
for the 25-cycle tests and the 100-cycle tests. Minus 0.5-inch (13-mm) material for Ballasts 2
and 11 from the 100 cycle tests were passed through a No. 80 sieve and observed under a
microscope. The fine sand size particles shown in Figure 7 remain sub-angular to sub-round
with regard to roundness for these best performing materials.
14.0%
Change in Percent Passing
12.0%
10.0%
8.0%
2.0%
0.0%
0.0 2.0 4.0 6.0 8.0 10.0 12.0 14.0 16.0 18.0 20.0
LA Abrasion Number
10.0%
8.0%
2.0%
0.0%
0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6
Flatness and Elongation (%)
FIGURE 6. Change in percent passing in relation to flatness and elongation based on 25 cycle
testing.
Ballast 2
0.025 in (0.64 mm)
FIGURE 7. Particle images for Ballast 2 and 11 at 700x magnification after 100 tamping cycles.
The three tests where the ballast was soaked for 24 hours did not significantly change the
test results from the dry test. This would support the hypothesis that the influence of water on
degradation in the field is likely linked to the properties of the abrasive slurry that forms from the
combination of the water and the fines coupled with the pumping action resulting from dynamic
loading.
UP presently utilizes very hard ballast from thirteen sources with the highest LA
Abrasion number being 19. This study and many of the previous studies have focused on
laboratory prediction of ballast performance based on hardness and durability. Obtaining harder
ballast for use on the UP system does not appear feasible. Increasing ballast performance in the
future will require optimization of gradation, particle shape, texture, and mineralogy. The
tamping test can be extended to evaluate the influence of these factors on performance. With
regard to suggested practice, the 25-cycle test results shown in Figures 5 and 6 tend to support
establishing a preliminary limit of 6 percent for the 0.5-inch (13 mm) particle size for the change
in percent passing during the tamping test with regard to testing for future ballast suppliers.
CONCLUSIONS
A laboratory test for predicting the performance of ballast materials in track was developed at the
UP laboratory. The testing resulted in a rate of change for the percent passing ranging from 0.24
to 0.36% for 1 in (25 mm), 0.75 in (19 mm), and 0.5 in (13 mm) particles. A decrease in the rate
of degradation was observed for increasing tamping events. The tamping test data could not be
correlated to the LA Abrasion number or particle flatness/elongation. This study emphasizes the
difficulty of predicting the durability of ballast in the laboratory and confirms the importance of
utilizing hard, dense, and durable ballast which was properly produced, transported, placed, and
maintained.
BIOGRAPHICAL SKETCH
Caleb Douglas is a Manager Special Projects Civil – Geotechnical for the Union Pacific
Railway. He has system wide responsibilities for geotechnical aspects, primarily supporting
Maintenance of Way projects. Caleb joined Union Pacific after practicing as a geotechnical
consultant in the southeast United States for 10 years. Dr. Douglas holds degrees from
Mississippi State University and Iowa State University. Caleb is a registered professional
engineer and is a member of AREMA Committee 1.
951
Union Pacific System Introduction
Seattle
Portland
Eastport
Duluth
Ballast breakdown
Twin Cities Fast Facts Selig and Waters found that 76% of the fouling
Chicago • Commodity material on North American railroads was due
Revenue $15.5 B
Oakland SLC
Omaha
to ballast degradation
KC • Route Miles 32,200 in
Denver
23 States
Traffic Loading
St. Louis
Tamping
• Employees 49,000
LA Memphis
• Customers 25,000
Calexico Dallas
New • Locomotives 8,700
Nogales El Paso Orleans
Houston
Eagle Pass
Laredo
Brownsville
Degradation Accumulation g
Degradation Trends
Increased
Traffic
Tamping
Degradation Tamping
Decreased
Traffic
Tamping
Tamping
Time
25 cycle testing indicate 0.8 to 0.9 lbs 0.0 2.0 4.0 6.0 8.0 10.0 12.0
LA Abrasion Number
14.0 16.0 18.0 20.0
10.0%
8.0%
4.0%
2.0%
0.0%
0 0.5 1 1.5 2 2.5 3 3.5 4 4.5 5 5.5 6
Flatness and Elongation (%)
Conclusions Questions
Rate of change for the percent passing ranging
from 0.24 to 0.36% for 1 in (25 mm), 0.75 in (19
mm), and 0.5 in (13 mm) particles.
0.8 to 0.9 lbs (0.36 to 0.41 kg) of minus 0.5-in (13
mm) material generated per tamp
Decrease in the rate of degradation was observed
for increasing tamping events.
The tamping test data could not be correlated to
the LA Abrasion number or particle shape.
Further studies are required to determine test
relationship with performance.