Metrolink Plans For Live Brake-Tests of BNSF "Heavy Iron" Train-Sets on Commuter Tracks - 2015

 

Metrolink Plans For Live Brake-Tests of BNSF "Heavy Iron" Train-Sets on Commuter Tracks

On September 26, 2015, Southern California regional rail passenger carrier Metrolink announced a decision to lease forty Burlington Northern Santa Fe (BNSF) freight locomotives. As the plan goes into effect, current high-pollution diesel locomotives will continue to provide head-end power for all outbound Metrolink trains. On return trips, BNSF freight locomotive will provide the head-end power. In either direction, one locomotive will provide traction and the other will be deadweight. The cost to lease and outfit the BNSF locomotives with positive train control (PTC) safety systems will exceed $19 million.

Collision vulnerability of pusher trains, with a cab car up front is widely known. During a February 2015 Metrolink collision in Oxnard, California, a Hyundai-Rotem cab car experienced a catastrophic failure of its anti-derailment “plow”. The loss of the plow beneath the cab car may have caused its derailment, along with the remaining coaches and the Metrolink pusher locomotive #870.

Recently, a source close to the Metrolink investigation told me, “I believe that the NTSB informed the railroad about the plow failure. It is amazing that they are replacing the Rotem cab cars with (BNSF) engines, using an ‘emergency provision’ related to safety.” Another trusted source told me, “The BNSF freight units are about 50% heavier and have six axles to bear that weight. However, in spite of their horsepower, they have poor acceleration and limited top speed. The resulting longer trains will also complicate the operation at storage tracks, some of which will not be able to accommodate an extra vehicle. If instituted, I predict a major service meltdown.”

Diesel locomotives utilize two separate braking systems. With dynamic breaking engaged, the diesel engine slows to an idle, while the electric motor becomes an electrical generator. The generator provides resistance to the drive train, thus slowing the train’s wheels. All of this takes time. On a freight locomotive, the pneumatic system provides faster or emergency braking. It uses pressurized air to actuate cylinders and rods, which impinge upon “brake blocks”. The brake blocks, which are analogous to automotive break shoes, apply friction directly to the train’s steel wheels.

It is common knowledge that Metrolink has ceased scheduled maintenance on its decades-old locomotives. If a locomotive fails, they attempt to fix it. Otherwise, Metrolink keeps running each locomotive until the next failure. This raises obvious questions about reliability and safety. It also begs the question; does Metrolink still conduct scheduled or preventative maintenance on its locomotive braking systems? A simple audit of its maintenance contractor, Bombardier Transit Corporation, would show whether they provide periodic maintenance on Metrolink locomotive brake systems.

In the newer, Hyundai-Rotem cab cars and coaches, disk brake technology now prevails. Under Rotem’s high-tech scheme, the cab car’s wheels support outboard disks, or rotors as part of the pneumatic braking system. Typically, disk brakes act more efficiently than “brake shoes” to slow a moving vehicle. This technology, which is new to Metrolink, comes at a price. That price is what we call “the learning curve”.

At its home location in South Korea, Hyundai-Rotem reportedly paid a $6.3 million settlement last year over brake defects and mechanical malfunctions. Rather than field testing its various consists of coaches, cab cars and locomotives, Metrolink assumed that all of its braking systems would be compatible. Through ignorance or indifference, Metrolink failed to perform live braking trials for their typical, odd assortment of coaches.

Still unknown is how a mixture of old and new braking systems affected the derailment of all five cars during the 2015 Oxnard collision. New technology braking systems installed on the three Rotem coaches may have overwhelmed the braking capacity of the single, obsolete Bombardier bi-level coach.

Even after the cab car and other coaches had derailed, a poorly maintained Metrolink locomotive kept pushing from the rear. Photographic evidence suggests that slow braking at the pusher-end popped the rigid Bombardier coach loose from both of its couplings. Once the Bombardier coach derailed, it traveled farther off course than even the doomed Hyundai-Rotem cab car. Other than the death of Metrolink Senior Engineer Glenn Steele, the most serious injuries occurred within the obsolete Bombardier bi-level coach.

Metrolink’s recent decision to lease forty, six-axle BNSF diesel freight locomotives was hasty. If the newly devised train sets cannot operate better than the mixed-consist trains currently in operation, both passengers and motorists may be at additional risk. Riding on four axles, current Metrolink diesel locomotives weigh 280,000 lb. At over 420,000 lb., the BNSF freight engines are fifty percent heavier. A current five-car Metrolink train weighs approximately 460,000 lb. By adding a freight locomotive at one end, the BNSF train set will weigh 880,000 lb., an increase of ninety-one percent.

In contrast to the diminutive anti-derailment plow on the Hyundai-Rotem cab cars, the BNSF freight locomotives should be able to clear almost any vehicle or debris from the tracks. However, the addition of such “heavy iron” on each Metrolink train raises questions about fuel consumption, environmental pollution, braking systems and overall reliability.

Fuel Consumption – A twelve-cylinder, turbocharged two-stroke diesel engine powers each Metrolink EMD F59PH locomotive. None of those locomotives is younger than twenty years. By current standards, they are “gas hogs”, inefficiently providing traction to the drive wheels. To get the idea, picture a 1990 Mercedes 190D diesel automobile spewing nitrogen oxide and particulates into the air as you drive behind it.

By effectively “dragging” one locomotive or the other at all times, the dead weight of the nonfunctional locomotive will drastically increase Metrolink fuel consumption. In the past, some railroads have solved lightweight cab car derailments with old-fashioned innovation. They have replaced cab cars with stripped-down locomotives. With their diesel engines and traction motors removed, these so-called “coffin cars” provide sufficient weight upfront to preclude most derailments. Admittedly any "coffin cars" utilized on Metrolink tracks would require addition of Positive Train Control (PTC) safety systems. Still, that could cost a lot less than the recently approved $19 million BNSF lease.

Environmental Pollution – A decade after the newest Metrolink F59PH locomotives came into service, the U.S. EPA’s 2005 Tier 2 locomotive emissions standards took effect. Given their age and power plants, all Metrolink locomotives qualify as pre Tier 2. That designation makes them among the worst polluters currently active on any U.S. passenger railroad.

With the recent deception perpetrated by World Wide Volkswagen Group, the public is now aware that nitrogen oxide is a greenhouse gas (GHG) 300-times more detrimental than carbon dioxide itself. In this case, even a single Tier 0-1 diesel locomotive pollutes the air at a greater rate than hundreds, if not thousands of errant Volkswagen diesel engines.

Braking Power – Mixed-consist train sets require testing to determine how they will perform under emergency braking procedures. Using readily available metering and measurement devices, Metrolink should test each consist of coaches and locomotives. During a full speed test, the locomotive engineer would initiate emergency braking. Although this would not simulate a collision, it would “stress test” both old and the new braking and coupling systems in a live environment. Until it provides results of live emergency brake testing, Metrolink’s mismatched train sets may continue to endanger both passengers and the public.

Reliability – Over the years, the uptime of Metrolink locomotives has deteriorated. As of 2013, thirty of Metrolink's fifty-two locomotives were due for complete overhaul. By 2015, not one of those obsolete locomotives had received more than a "Band-Aid" overhaul. Instead, as it awaits their replacement with new Tier 4 locomotives, Metrolink is running its current fleet of locomotives until failure.

The agency’s lack of scheduled maintenance reminds me of oil exploration on the North Slope of Alaska. There, when an oilfield declines, the operator discontinues periodic maintenance well before final closure. In such cynical, “work until failure” schemes, oil companies curtail periodic maintenance in order to save money. In such cases, reliability and safety take a backseat to corporate profits.

Whether in Alaska oilfields or on Southern California rails, the end of periodic maintenance and overhaul signals a decline in both reliability and safety. With an oil field, the company can wait for repairs, clean up any spilled oil and then resume pumping. With Metrolink, the consequences of its current “work until failure” plan include fewer riders, less revenue and potential catastrophic failure of the Metrolink system.

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By James McGillis at 05:56 PM | | Comments (0) | Link

Metrolink to Spend $338 Million on New Locomotives, but Little for Passenger Safety - 2015

 

Metrolink to Spend $338 Million on New Locomotives, but Little for Passenger Safety

According to the Los Angeles Times “engines of change” article, Metrolink plans to spend $200 million on twenty-nine new “Tier 4” locomotives from Electro-Motive, a Caterpillar, Inc. subsidiary. That means each new engine will cost almost $6.9 million. Options on another twenty new Tier 4 locomotives will push that replacement scheme to a total of almost $338 million. Using exhaust gas re-circulation technologies, engines on Tier 4 locomotives are designed to lower both nitrogen oxide and particulates in their exhaust stream. Since Metrolink will be the first passenger rail system in the country to operate Tier 4 locomotives, both reliability and fuel economy remain in question.

As of 2012, Metrolink had 137 Bombardier cab-cars and coaches in its operational fleet. In 2013, Metrolink spent $263 million to replace what it said was “substantially all” of its obsolete Bombardier bi-level coaches. The actual purchase included a mix 137 new Hyundai-Rotem cab-cars and coaches, for an average price of $1.9 million each.

As early as 2005, Metrolink admitted that, “fixed worktables” in Bombardier bi-level coaches “added to injuries” in a Glendale collision that year. Of the eleven deaths in that collision, no one knows how many died because of impact with fixed worktables. In 2005, a Metrolink spokesperson said, "We are not going to start ripping out the old tables tomorrow". In the 2008 Metrolink Chatsworth collision, more than one passenger died as a result of abdominal or thoracic impact with a fixed worktable. Despite death and near dismemberment in Chatsworth, Metrolink never did retrofit those coaches with safer worktables, nor did they cordon them off from passenger use.

The 2013 purchase of 137 new Hyundai-Rotem coaches with padded, frangible tables was supposed to solve the “killer table” problem that Metrolink had previously swept under the rug. Despite their average of over one million miles traveled, Metrolink did not retire all of their obsolete Bombardier bi-level coaches. Instead, in many of their current trains, Metrolink intersperses Bombardier coaches with incompatible Hyundai-Rotem coaches. The Hyundai-Rotem coaches employ crash energy management (CEM) technology, while the Bombardier coaches are inelastic and prone to decoupling in a collision.

The National Transportation Safety Board has not yet published its final report regarding the February 2015 Oxnard Metrolink collision, which took the life of Metrolink engineer Glenn Steele, and injured twenty-eight. When it does, it is likely to find that the obsolete Bombardier bi-level coach riding in the second position was a major contributing factor to the decoupling and derailment of all five cars in that train.

If Metrolink replaced “substantially all” of its obsolete Bombardier bi-level coaches, why was Metrolink passenger Marc Gerstel riding across the Oxnard Plain in that ill-fated Metrolink train? In the Oxnard Metrolink collision, why was he tumbled against several “killer worktables” in a coach that should have been retired years ago? Apparently, in Metrolink-speak, “substantially all” is not the same as “all”. It is time for Metrolink to go public on this issue and scrap all Bombardier bi-level coaches still remaining in their operating fleet.

In early 2014, Metrolink quietly began selling off their excess fleet of Bombardier bi-level coaches with “killer worktables” still installed. If Metrolink-surplus Bombardier bi-level coaches should experience a collision, unsuspecting Caltrain passengers heading to or from Silicon City (San Francisco) may soon subject themselves to severed bodies. Did Metrolink disclose the unsafe worktables to Caltrain prior to purchase or did both agencies ignore their fiduciary and legal responsibilities?

In 2012, Metrolink considered Bombardier bi-level coaches with more than one million miles of service to be functionally obsolete. If those coaches were obsolete in Southern California, why are they acceptable for service in Northern California? As P.T Barnum said, "There's a sucker born every minute".

For the whole story regarding Metrolink's passenger safety issues, please visit our website, 5thandRice.com.

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By James McGillis at 03:22 PM | | Comments (0) | Link

Substandard Safety Prevails at the Fifth and Rice Railroad Grade Crossing in Oxnard, California - 2015

 

Substandard Safety Prevails at the Fifth and Rice Railroad Grade Crossing in Oxnard, California

I have lived in Ventura County, California for almost half my life. I love the place, but I know its history as a formerly remote, rural county whose patron families did not like change. In the 1950s and 1960s, their mantra was, “If we don’t build roads, no one will come”. With or without adequate roads, the people came. In 1970, the county population was 400,000. In 2013, it had more than doubled, to 840,000.

In 2004, Ventura County voters spurned a half-cent sales tax that would have been devoted to transportation projects. In 2008, county officials again ran that idea up the flagpole, only to see it shot down from every direction. Continued attempts to raise sales taxes in Ventura County was like a parody of the famous line in the movie, The Treasure of the Sierra Madre. “Roads? We don’t need no stinkin roads!”

In July 2015, the Ventura County Transportation commission announced the results of their most recent poll regarding a new half cent sales tax in Ventura County, which would fund transportation improvements. Although sixty percent of respondents favored the idea, a ballot measure would require a two-thirds positive vote to succeed. If the measure appears on the 2016 ballot, we can expect a groundswell of opposition. Their likely rallying cry will be, “Taxes? We don’t need no stinkin taxes”.

In July 2015, train crash survivor Marc Gerstel and I visited the February 2015 Metrolink Oxnard collision site. First, we paid our respects at the memorial for engineer Glenn Steele, who died from injuries sustained in the collision. Then, Gerstel and I agreed that we would use my characters, Plush Kokopelli and Coney the Traffic Cone to make our visit more meaningful. Almost immediately, Plush Kokopelli jumped up on the Rice Ave. “crossbuck”, which is the generic term for the big overhead railroad warning sign. Aiming his flute down toward ground level, Plush Kokopelli pointed out a serious safety deficiency. If left unattended, the deficiency could have catastrophic consequences for motorists and train passengers at the crossing.

On the cast metal base of the crossbuck, one of four support flanges was split wide open, thus weakening the entire structure. Since the split flange faced Rice Ave., I assumed that a speeding vehicle had hit the metal base quite hard. If another vehicle were to strike the base at that vulnerable spot, the crossbuck tower-sign could collapse onto the roadway and even the railroad tracks.

Meanwhile, Coney had waited patiently while we took pictures of the damaged base of the crossbuck. By then, he could hardly contain himself. While standing by the crossbuck, Coney had made friends with a large Caltrans traffic cone, which was lying on its side, unable to right itself. After Coney got my attention, I tipped the Caltrans Coney up, so that it could stand on its own base. Since I have channeled Kokopelli and Coney for years, I could see that my Coney wanted to help Caltrans Coney once again be a productive member of the safety cone community.

Most news reports about the February 2015 Metrolink collision are incomplete. The driver of the F-450 work truck, Mr. Jose Sanchez-Ramirez was not a “recent transplant from Tucson, Arizona”. In fact, he was making his first-ever trip from Tucson to the Oxnard Plain. There, he was to deliver welding equipment to one of the local farms. The previous day, after driving from Tucson to San Diego, his original rig broke down. After waiting for delivery of a replacement truck, he headed north toward Ventura County. Somewhere along the way, he was in a minor traffic accident, which only delayed him further.

After driving all day and all night without rest, Jose Sanchez-Ramirez arrived before dawn on Rice Ave., heading south toward Fifth St. Having no GPS guidance, Sanchez-Ramirez relied on a printout of an internet map to guide him. There, exhausted and in the dark, he mistook the railroad tracks for Fifth St. and turned too soon. Eighty feet west, he stopped on the tracks, thus setting up the pre-dawn collision with Metrolink Train No. 102.

In July 2015, Marc Gerstel and I stood where Sanchez-Ramirez made his fateful turn. Beyond the crossbuck, but before the railroad tracks, I placed Caltrans Coney in his rightful place. If Caltrans Coney had been there, silently standing guard between the crossbuck and the tracks on that fateful morning, there would have been no collision. The vigilant Caltrans Coney would have warned Jose Sanchez-Ramirez against his errant turn. If that turn had not happened, Glenn Steele would be alive today and Marc Gerstel would still be an adjunct professor of dental technology at LA City College.

I found my first Coney the Traffic Cone almost a decade ago. Since then, I have collected many of the mistreated and abandoned traffic cones that I have found along the highway. Some were in good shape while others were nearly shredded. The good thing about a traffic cone is that if run over by a vehicle, more often than not, it will pop back into shape and keep on coning. If you look along the roadsides of America, eventually you will spot a Coney, standing or lying there with nothing productive to do.

If you find an abandoned Coney along the road, please pick it up. If you are in Ventura County, please carry it to the Fifth and Rice grade crossing. Once there, place it along the side of the road, between the crossbuck and the tracks. Then, drive away smiling, because you may have prevented the next Metrolink collision at Rice Ave. and Fifth St. in Oxnard, California. As Marc Gerstel, Coney, Kokopelli and I drove away from the scene; the battered and beaten Caltrans Coney proudly stood guard at the deadliest railroad crossing in Ventura County.

After visiting the collision site, Marc Gerstel gave me the latest facts regarding that intersection. “According to David Golonski, the chairperson of the LOSSAN Rail Corridor Agency, this is the second busiest rail corridor in the nation. For the past twenty years, the Rice Ave. and 5th Street crossing has earned the label as the ‘deadliest crossing in Ventura County’. With a total of fourteen accidents and four deaths, it is in the ‘top-23 list’ of most dangerous crossings in California. It ranks as the third most deadly in Southern California. The proposed solution by Mr. Leahy, which is to install ‘pavement sensors that would be faster and cheaper’ than a grade separation is like putting a Band-Aid on a gunshot wound.”

According to the office of Congresswoman Julia Brownley (D - Agoura Hills), from 2006 - 2014, the Federal Highway Administration California Division has received over $42 million in federal money intended specifically for remediation of dangerous rail crossings. According to Malcolm Dougherty, Director of Caltrans, the grade crossing at Rice and Fifth is not high enough on the statewide priority list to receive any of that funding. Despite Dougherty's statement that, "We are committed to expeditiously obligating and utilizing all federal funds for this (safety) effort", to date none of the $42 million has been obligated or spent.

If the previously allocated, yet un-utilized federal funding were to be allocated for improvements at the Fifth and Rice grade crossing, there would be sufficient funds to build and dedicate the proposed "Glenn Steele Memorial Overpass" at the site of his fatal injuries. If not, I expect the sixth extinction to be complete and the next ice age to commence before we see any mitigation of the dangers still evident at Fifth and Rice, in Oxnard, California.

This is Part 2 of a two-part article. To read Part 1, please click HERE.

To read all of our Ventura County railroad safety articles in one place, please visit 5thandRice.com.

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By James McGillis at 11:57 AM | | Comments (0) | Link

Ventura County - Remains in the Steam Era of Transportation Infrastructure and Railroad Safety - 2015

Ventura County - Remains in the Steam Era of Transportation Infrastructure and Railroad Safety

In February 2015, the grade crossing at Rice Ave. and Fifth St. (Fifth and Rice) in Oxnard, California was the scene of yet another deadly Metrolink train collision. While reading news reports of the collision, I found myself appalled by the continued carnage at the busiest commercial intersection in Ventura County.

Beginning in April 2015, I set out to investigate the circumstances of the collision between Metrolink Train No. 102 and a Ford F-450 work truck. Since then, I have published my own preliminary findings concerning the deficiencies at the intersection and within the Metrolink trains that traverse the Oxnard Plain.

As of this writing, it has been five months since the Oxnard Metrolink collision. In the interim, politicians and transportation agency chiefs from throughout Southern California have agreed that the intersection represents an ongoing danger to motorists and train passengers alike. Most officials pointed to the 2004 election loss of a Ventura County half-cent transportation sales tax as the root of the problem.

Without matching funds from a county sales tax, neither state nor federal money will soon be forthcoming to fix safety issues at that serial-collision site. Experts and policymakers agree that only a complete grade separation, utilizing a Rice Ave. overpass will eliminate future collisions at the site. With a $35 - $40 million price tag for the grade separation, no one in authority expects any substantial safety improvements at the collision site for at least the next decade.

In early 2015, Metrolink named transportation veteran Art Leahy as its new chief executive. On June 30, 2015, L.A. Times reporter Dan Weikel interviewed Leahy regarding the important issues facing both Leahy and Metrolink. One of those issues was the grade crossing at Fifth and Rice. Weikel asked, “Is anything being done about Rice Avenue near Oxnard, where a Metrolink train collided with a pickup truck and trailer that strayed into the crossing?”

Apparently, neither Weikel nor Leahy understood that a Ford F-450 is not a lightweight pickup truck or that its attached trailer was transporting heavy welding equipment. In fact, an F-450 weighs over seven tons and can tow a trailer weighing over fifteen tons. If the F-450 rig was fully loaded, it could have weighed more than 44,000 pounds. Nor did the truck “stray into the crossing”. Instead, its driver, Jose Sanchez-Ramirez, from Tucson Arizona, had prematurely made a hard right turn onto the tracks. Eighty feet west of the intersection, his truck and trailer had halted on the tracks in a “high-centered” position.

In answering the reporter’s question, Leahy began by reiterating the usual Ventura County “tax and funding” issues. Then, Leahy displayed his ignorance of what had happened in the predawn hours on that fateful February morning. By his answer, it was obvious that Leahy had bought into the assumption that the F-450 rig was a pickup truck that had “strayed into the crossing”. With that in mind, Leahy made his pitch for modest, yet superfluous safety improvements at the deadly crossing.

Leahy stated, “I would like to look into putting sensors in the pavement. It’s cheaper and faster to do than a grade separation”. Had Leahy read the National Transportation Safety Board (NTSB) preliminary accident report, he would have known that sensors in the pavement would not have detected a truck and trailer stalled eighty feet from the grade crossing. Nothing that Leahy suggested would have helped prevent the February 2015 collision of Train No. 102.

If he wants to know what happened at Fifth and Rice, Leahy should conduct his own site survey. In fact, it might be instructive for Leahy to ride the Metrolink Ventura County line to Ventura one afternoon and then take Train No. 102 back to Los Angeles the next morning.  As he approaches Fifth and Rice, I hope he is not seated at a killer worktable in an obsolete bi-level Bombardier coach. If so, in the event of a collision, he would have a high risk of debilitating injuries or even death. Doubting that such a busy person as Leahy would visit a former crash site so far from his home base in Los Angeles, I decided to survey the scene again, nearly six months after the deadly collision.

Soon after I published two articles about Metrolink and rail safety in Ventura County, I met Mr. Marc Gerstel. On that dark February morning, Gerstel told me, he was a passenger on Train No. 102. According to news reports that day, "the train was traveling at 79 mph headed out of the Oxnard Transit Center". While sitting in the second coach, Gerstel heard the brakes engage in full emergency mode. As his laptop computer flew across the worktable at which he sat, he felt the collision, saw a fireball outside the window and then began to “tumble like a tennis shoe in a dryer”. People and objects were flying everywhere inside the obsolete bi-level Bombardier coach in which he rode. After he struck one or more of what Metrolink has admitted for over a decade to be “killer worktables”, Gerstel sustained both a broken neck and shattered lower vertebrae.

In early July, when I asked Marc Gerstel if he would like to visit the scene of his recent, near-death experience, he said that he was ready. Regular readers of this blog know that I have two characters that accompany me on some of my fieldwork. They are Plush Kokopelli and Coney the Traffic Cone. As Coney likes to say, “Coney is my name and safety is my game”. Plush Kokopelli says nothing, as he is mute. Once Gerstel saw my dynamic duo, he was glad to have them along. Perhaps their whimsical presence softened the hard realities that he had so recently experienced during the train collision.

After parking in a safe location, Gerstel and I agreed that we would complete our observations from the relative safety of the public sidewalk that runs alongside Rice Ave. From there, we could observe and photograph much of what truck driver Jose Sanchez-Ramirez might have seen, or not seen in the early morning darkness of February 24, 2015.

Upon arriving at the scene, my first impression was that nothing had changed since my visit three months earlier. To the east, there was a gaping hole where engineer Glenn Steele watched as his cab-control car No. 645 whipped violently around and demolished a cinder block and wrought iron wall. Railroad ties, splintered by the steel wheels of the derailed Train No. 102 still supported the railroad tracks to either side of the crossing. At the crossing, a concrete and steel platform lay between the rails. While standing on its edge, where the platform meets the sidewalk, I could feel a rumble each time a vehicle passed by. Had the impact of steel train wheels loosened that platform from its moorings?

For Marc Gerstel, going back so soon to the scene of the collision was an emotional experience. On a grassy knoll, in the shade of a tree, he found a small memorial to the engineer, Glenn Steele. Atop the memorial was a replica of a U.S. postage stamp, “Honoring Railroad Engineers of America”. In Memoriam. Glenn Steele – Metrolink’s No. 1 Locomotive Engineer, who passed away in the line of duty, March 2015. “The people knew by the whistle’s moan That the man at the throttle was Casey Jones.” – Ballad of Casey Jones. After a moment of silence, Marc Gerstel said to me, “He could have run to safety, but he stayed in the cab, riding the brakes. I believe he saved my life”. As of this writing, interested readers may make a contribution to the family of Glenn Steele at a memorial website in his honor.

Sadly, rail crossing infrastructure deficiencies and an unsafe train configuration took the life of Metrolink engineer Glenn Steele. Since the Metrolink Oxnard collision, no one in any corporation, legislative body or government agency has moved to mitigate the unsafe conditions still present at the Fifth and Rice grade crossing. In fact, since workers removed the wreckage from the tracks, nothing except the addition of a memorial to engineer Glenn Steele has changed at the collision site. To the untutored eye, Fifth and Rice looks like a typical railroad grade crossing in Ventura County. To the cognoscenti, it is a patchwork of neglect, quick fixes and glaring danger. Although the use of bailing wire is not evident at the collision site, there is plenty of exposed electrical tape keeping the warning signals alive.

Each day, officials at the City of Oxnard, Ventura County, Union Pacific Railroad, Amtrak, Metrolink and regional rail authority LOSSAN hold their collective breath, hoping that history will not repeat itself at Fifth and Rice. In their collective inaction, they play a game of Russian roulette with the thousands of vehicle occupants and train passengers that cross there each day. Bureaucratic thinking and institutional inertia rule the day. Like a yachtsman who yells, “Tonnage” as he careens closer to a smaller boat, the big iron of the railroad rules the grade crossing at Fifth and Rice. After dreaming about their own collision with a Ford F-450 at that site, do the politicians, bureaucrats and agency executives awaken to the sound of a train whistle, howling in the night? If not, perhaps they should.

This is Part 1 of a two-part article. To read Part 2, please click HERE.

To read all of our Ventura County railroad safety articles in one place, please visit 5thandRice.com.

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By James McGillis at 10:48 PM | | Comments (0) | Link 

With Its Fleet of Obsolete Bi-Level Bombardier Coaches, Metrolink Continues to Ignore Passenger Safety - 2015

 

With Its Fleet of Obsolete Bi-Level Bombardier Coaches, Metrolink Continues to Ignore Passenger Safety 

On February 24, 2015, Metrolink Train No. 102 collided with and abandoned work truck and trailer at a grade crossing in Oxnard, California. Over the years, there had been multiple train collisions and many fatalities at the Rice Ave. and Fifth Street crossing. News reports at the time indicated that there were fifty people on that train. Of those aboard, twenty-eight sustained injuries, including four transported from the scene in critical condition. One of the walking wounded exited the toppled second coach under his own power, only later to discover that he had a broken neck.

Another critically injured passenger, Mr. Marc Gerstel, was a regular rider on the early Metrolink train from the Oxnard Station to Union Station in Los Angeles. An adjunct professor of dental technology, Gerstel would ride Metrolink and then catch the Red Line to Los Angeles City College. On a normal day, Gerstel could depart Oxnard at 5:39 AM, arriving in Los Angeles at 7:14 AM. Absent any traffic, a similar trip by automobile would take about the same amount of time. If attempted during morning commute time, the automobile trip might take twice as long. Only Metrolink’s speedy train service allowed Gerstel to live in Ventura County and work near Downtown Los Angeles.

In 2005, Metrolink admitted that fixed worktables in its Bombardier bi-level coaches had added to injuries in a Glendale Metrolink collision earlier that year. Although the 2005 Glendale collision resulted in eleven deaths, no one except Metrolink knows how many of those fatalities resulted from human impact with fixed worktables. In 2005, Metrolink also knew that the Bombardier bi-level coaches were prone to decoupling in a collision. In a derailment, the uncoupling of coaches can exacerbate the effects of a collision, allowing coaches to both whip around and to topple over.

In 2008, a Metrolink train collided head-on with a Union Pacific Freight train in Chatsworth, California. With twenty-five deaths, the Chatsworth collision became the deadliest in Metrolink history. Led by a diesel engine, all three of the coaches in that train were of bi-level design, manufactured by Bombardier. The collision was so violent that the Metrolink diesel engine telescoped rearward into the first coach, tearing it open and igniting a fire. At Chatsworth, the third and fourth Bombardier bi-level coaches remained upright and on the rails. Luckily, for the passengers in those two coaches, the collision happened on a curve, thus sending both engines and the first coach to the outside of the curve.

News reports at the time indicated that at least one fatality resulted from human impact with a fixed worktable. In that case, first responders discovered that the worktable nearly severed the victim’s body upon impact. The National Transportation Safety Board (NTSB) Final Accident Report stated, "The tabletops are trapezoidal in shape, approximately of uniform size and manufactured of a high-pressure laminate without any form of safety padding". Although damage to the first coach was catastrophic, "the second passenger coach from the locomotive did not sustain severe structural damage". Although the NTSB report does not state a reason for the single fatality experienced in that coach, the "dislodged or separated work-station tables" were the likely cause. If not a human body being thrust against it, what else would dislodge a worktable in an otherwise lightly damaged coach?

On Page 62 of the same Final Accident Report, NTSB sidles up to the extant dangers associated with the worktables installed in all Metrolink Bombardier bi-level coaches. The report states, "As configured, these one-piece tabletops are at abdomen height for a passenger seated at the table, thus placing that person at risk of sustaining serious abdominal injury in the event... of a collision impact. As a result of its investigation of the 2002 collision of a Metrolink commuter train... in Placentia, California, the NTSB determined that two Metrolink passengers had been fatally injured as a result of abdominal injuries resulting from impact with a workstation table". The Final Report indicated that "Existing Metrolink coaches will also be retrofitted with (crash energy management) features". To date, however, Metrolink has not retrofitted the worktables on any of its Bombardier bi-level coaches still in service. In plain English, for at least twelve years prior to the February 24, 2015 Rice Ave. collision, Metrolink knew that its Bombardier bi-level coaches contained killer tables, yet did absolutely nothing to curtail their use or to remove them from service.

With ridership plummeting and an unenviable safety record, Metrolink moved forward to spend a reported $263 million on new Hyundai-Rotem rolling stock. With enhanced Crash Energy Management (CEM) and “frangible worktables”, the Metrolink purchase included fifty-seven new cabcars and sixty bi-level coaches. Later in 2010, Metrolink purchased twenty more Hyundai-Rotem bi-level coaches of similar design. By June 2013, Metrolink claimed to have "replaced almost all of its aging rail cars".

In 2012, Metrolink published its five-year “Metrolink Fleet Plan”. Buried under the section titled “Current Metrolink Inventory”, the document discusses “Metrolink’s established benchmark in safety, upgrades and passenger comfort”. Using language so dense that I had to read it several times, Metrolink indicated that ongoing fleet replacement plans preclude upgrading the older Bombardier bi-level coaches. They cite “Guardian (Hyundai-Rotem) layout and table type for CEM benefits versus retrofitting Sentinel (Bombardier) with energy absorbing tables”. In plain English, that means that Metrolink will continue to utilize obsolete Bombardier bi-level coaches with killer worktables until their eventual replacement with new Hyundai-Rotem coaches. Since there is no currently published plan for Metrolink to purchase additional Hyundai-Rotem "Guardian" coaches, the obsolete Bombardier bi-level coaches will continue to roll for many years to come.

As stated in Metrolink’s own 2012 Metrolink Fleet Plan, coaches that have traveled over one million miles should be retired. Still, as of 2012, Metrolink was operating sixty Bombardier “trailer cars” and twenty-eight “cab cars” which averaged 1.3 million miles of service. At that time, another twenty-three Bombardier cabcars and coaches averaged 950,000 miles. By 2016, almost every Bombardier cab and coach in the Metrolink fleet will be functionally obsolete. When you consider Metrolink’s refusal to retrofit existing Bombardier bi-level coaches with safer worktables, Metrolink’s own “benchmark in safety” sounds more like “gross negligence” to me.

Under normal circumstances, Marc Gerstel rode in the third or fourth coach, facing toward the rear. Typically, the third and fourth coaches in Train No. 102 were of the newer type, manufactured by Hyundai-Rotem. After a collision, the design of the Hyundai-Rotem coupling systems should keep all coaches connected and heading in the same direction of travel. That morning, Gerstel needed to make a quick transfer to the Red Line at Union Station. Therefore, Gerstel rode facing forward on the Metrolink train, sitting at a worktable in the second coach, which was an obsolete Bombardier bi-level model.

Before sunrise on February 24, 2015, Metrolink Train No. 102 traveled across the Oxnard plain. According to the NTSB Preliminary Accident Report, it approached the Rice Ave. grade crossing at fifty-six miles per hour. Upon seeing the work truck and trailer disabled and lodged on the railroad tracks, a student engineer at the controls of the Hyundai-Rotem cabcar engaged the emergency brakes and sounded the horn.

Seated at a worktable on the right-hand side, upper level of the Bombardier bi-level coach, Gerstel heard the brakes engage. Seconds later, Gerstel felt and heard the impact of the cabcar with the work truck. Immediately, his laptop computer flew forward across the worktable. Instinctively, Gerstel reached in vain for his laptop. As his coach passed the collision site in the darkness, Gerstel saw a fireball outside the window. Hearing steel wheels riding across the concrete grade crossing, Gerstel knew that his coach was off the rails.

Although it decelerated rapidly from fifty-six miles per hour to a whipping and rotating halt, the size of the Bombardier bi-level coach created a slow-motion effect. Another passenger rode through the collision while clutching one of the vertical stanchion poles inside Gerstel’s coach. Weeks later, he described to Gerstel what he had observed. He said that all of the passengers appeared to fly vertically out of their seats. In this case, vertical was only in reference to the inside of the coach. In reality, the Bombardier bi-level coach had decoupled at both ends. As the cabcar whipped to the left, the rear end of the coach whipped forward and to the right, while simultaneously toppling on its side.

During his recuperation, Gerstel has pieced together his own personal chain of events. In May 2015, he told me, “As I reached forward to grab my laptop, I was pulled sideways out of my seat, in a backward motion. I went airborne and struck what I assume was the worktable across the aisle. When the train slammed down on its side I sustained serious injuries. I believe that I hit my original worktable and/or another object. My neck was severely fractured and my back vertebrae shattered. At impact, I blacked out... so I cannot attest to how many times I hit any of the worktables. I also had a head injury, so I must have tumbled like tennis shoes in a dryer”.

In the newer Hyundai-Rotem coaches, the edges of the worktables are five or six inches thick. During impact, their design allows them to break away from their moorings, thus cushioning the blow to any human body that may impinge upon them. In the older Bombardier bi-level coaches, the tops of the worktables are of "high pressure laminate" design. Designed in the 1970s, the worktables look like a fortified version of a kitchen table from that era. The worktables feature a single support column that is through-bolted to a plywood sub-floor. The opposite end of each tabletop is firmly attached to the interior wall of the coach. Unintentionally, Bombardier worktables will sacrifice a human body before they will accept the dishevelment of a coach.

Although his mobile telephone was permanently deformed during impact with various immovable objects in the Bombardier bi-level coach, it still functioned after the crash. With its new and interesting shape, one wonders what objects it hit as it cushioned its wearer, Mr. Marc Gerstel. Did his mobile telephone "absorb the bullet" that might otherwise have taken his life? Weeks later, during Gerstel’s long and arduous recovery, his supervisor and mentor at Los Angeles City College visited him in the hospital. After the dismembered train came to a thunderous halt, Gerstel lay crumpled, broken and unconscious. There, in an overturned, obsolete rail car filled with hazardous worktables, he awoke. Regaining consciousness just long enough to voice-text his boss, “Train wreck. Cancel class.” was all that he said.

Having embarked from Oxnard on Metrolink Train No. 102 many times before, Gerstel had observed Senior Engineer, Glenn Steele, but only from afar. With his forty-two years experience and number-one ranking on the Metrolink seniority list, Steele had his pick of any assignment within the Metrolink system. Always up for a challenge, he often chose the Ventura County Line to polish his skills. In deference to the engineer's privacy and the gravity of his task, Gerstel had never approached nor spoken to Steele.

After the accident, paramedics transported both Gerstel and Steele to the intensive care unit at Ventura County Medical Center (VCMC). For the next several days, lying injured and awake in his ICU bed at night, Gerstel often heard medical professionals attending to Steele. More than once, caregivers attending to Steele encouraged him to breathe. Twice during his stay at VCMC, Steele's heart had stopped. Four or five days after the collision, Steele was transferred to Cedars-Sinai Medical Center in Los Angeles for specialized care.

A few hours short of one week after the collision, Senior Metrolink Engineer, Mr. Glenn Steele succumbed to his injuries. According to Darren Kettle, executive director of the Ventura County Transportation Commission, instead of running to the back of the train to save himself, Steele stayed in front and apparently laid on the brakes much longer to try to protect the fifty passengers on board. As the Ventura County Star newspaper reported that day, “Four were critically injured, including Steele. Of the other three, only one remained hospitalized Tuesday, in stable condition at Ventura County Medical Center”. With a broken neck and shattered spine, that remaining patient was husband, father, teacher and friend, Mr. Marc Gerstel.

To read all of our Ventura County railroad safety articles in one place, please visit 5thandRice.com.

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By James McGillis at 11:41 PM | | Comments (0) | Link

Ventura County Railroad Grade Crossing at Rice Ave. Becomes a Deadly, Serial Disaster - 2015

 

Ventura County Railroad Grade Crossing at Rice Ave. Becomes a Deadly, Serial Disaster

Jack Kerouac began his novel, “The Dharma Bums”, with a northbound train trip on what is now the Union Pacific Railroad’s Coast Line. Kerouac wrote, “Hopping a freight out of Los Angeles at high noon one day in late September 1955 I got on a gondola and lay down with my duffel bag under my head and my knees crossed and contemplated the clouds as we rolled north to Santa Barbara. It was a local and I intended to sleep on the beach at Santa Barbara that night and catch either another local to San Luis Obispo the next morning or the first class freight all the way to San Francisco at seven p.m. Somewhere near Camarillo where Charlie Parker’d been mad and relaxed back to normal health, a thin old little bum climbed into my gondola as we headed into a siding…”

With its fertile land and mild coastal climate, the Oxnard Plain can support up to three row crops per year. After making a turn south of Camarillo, the Coast Line railroad heads due west for several miles, and then turns north at Oxnard. From Camarillo to Oxnard, State Route 34 (known as Fifth Street in Oxnard) parallels the train tracks. As it was during Kerouac’s 1955 excursion, northbound trains still encounter grade crossings at Pleasant Valley Road, South Las Posas Road and again at East Pleasant Valley Road. Before reaching Rice Ave., there is still one more grade crossing at North Del Norte Blvd.

The Coast Line, now operated by the Union Pacific Railroad, starts in San Francisco. In his 1950’s journal entry titled “The Railroad Earth”, Jack Kerouac described milepost 0.00. “There was a little alley in San Francisco back of the Southern Pacific station at Third and Townsend in redbrick of drowsy lazy afternoons with everybody at work in offices in the air you feel the impending rush of their commuter frenzy as soon they’ll be charging en masse from Market and Sansome buildings on foot and in buses and all well-dressed through workingman Frisco…”

Just over 406 track-miles south from Kerouac’s surprisingly contemporary description of San Francisco, at Oxnard is the infamous intersection of South Rice Ave. and Fifth St. In frequency and severity of rail collisions, the grade crossing at Rice Ave. and Fifth St. is the most dangerous in Ventura County.

Although the location ranks as only the 23rd most hazardous rail crossing in California, the carnage involved with high-speed collisions at Rice Ave. makes it seem much worse. Since 2009, three separate train collisions have occurred at what is now the deadliest rail crossing in Ventura County. A small shrine near the grade crossing includes three white crosses, two of which commemorate a June 3, 2014 Amtrak/car collision that took two lives. The largest cross features a fading “RIP” for Joel Arias.

Two baseball caps left at the makeshift memorial indicate that one or both decedents were San Francisco 49er fans. A long-dead miniature Christmas tree and wreath commemorated a poignant moment for friends and family of the young men. That fateful day, Arias accelerated his black, 2004 Infinity G35 southbound towards the Rice Ave. crossing. As his vehicle approached the tracks, red lights flashed, bells sounded and the crossing arms were down. Speeding onto the tracks, Arias’ Infinity collided with the engine of the eastbound Amtrak Coast Starlight passenger train. Although no one on the Amtrak train was injured, both twenty-year-old Arias and his nineteen-year-old passenger, Chris Stevens perished upon impact with the Amtrak locomotive.

Nine months later, before sunrise on February 24, 2015, Jose Sanchez-Ramirez, 54, a first-time visitor from Tucson Arizona, approached the same location. In the dark, driving on unfamiliar roads, Sanchez-Ramirez turned his vehicle too soon. Eighty feet west of Rice Ave., his Ford F-450 utility truck and double-axle trailer came to rest, straddling the southern rail. After realizing that he had high-centered his rig, Sanchez-Ramirez turned on the emergency flashers, opened the driver-side door and vacated the scene on foot.
 
Originating from the East Ventura Metrolink Station at 5:25 AM that day, Metrolink Train No. 102 accelerated to seventy-nine miles per hour before approaching the Rice Avenue grade crossing at 5:44 AM. Southbound Metrolink trains typically feature a diesel pusher engine, several commuter coaches of various types and a cab-control car with enhanced crash protection at the front. In this case, the unoccupied pusher engine was the venerable Metrolink No. 870 and taking the lead was the newer Hyundai-Rotem cab-control car No. 645.

After a deadly collision in 2008 involving a Metrolink passenger train and a Union Pacific freight train in Chatsworth, California, Metrolink spent $263-million on a fleet of new, more crash-worthy passenger coaches. Although the cab-control car and the Hyundai-Rotem third and fourth coaches were of the new design, the second coach was an older, lighter and less crash-worthy Bombardier bi-level model. In retrospect, it seems foolish for Metrolink to create a five-car train in which the second coach is both unsafe and functionally obsolete.

Soon after Sanchez-Ramirez abandoned his rig, Train No. 102 approached the Rice Ave. crossing at fifty-six miles per hour. Senior Metrolink Engineer Glenn Steele, 62, was in the right-hand seat of the cab. Steele, of Homeland in Riverside County, had forty-two years of experience and ranked No. 1 on the Metrolink seniority list. Operating the train from the left seat was an unnamed student engineer. This was to be his final check ride prior to the student becoming a Metrolink engineer.

Survivors of a train collision often describe the events as happening in slow motion. Because of their immense size, railroad rolling stock takes time to derail, head off in different directions and then come to a rest. Still, in less than one minute the calamitous events of that February morning came to their inevitable conclusion.

Moments before the collision, the truck’s headlights and emergency flashers loomed into view of cab-control car No. 645. From there, the student engineer applied the emergency brakes. It is unknown if the student engineer stayed in his seat throughout the inevitable collision with the truck and trailer. Later reports indicated that engineer Glenn Steele stayed in his seat throughout the flaming collision. In those brief moments, he witnessed and felt the derailment, decoupling, spinning and toppling of the cab-control car.

With the train's brakes in full emergency mode for only eight seconds, cab-control car No. 645 collided with the Ford F-450 eighty feet west of the Rice Ave. grade crossing. Lighter than its diesel pusher engine to the rear, the cab-control car derailed and then rode up over the wreckage of the F-450, slicing it almost in half. Forensic evidence shows that the derailed left wheel-truck of the cab-control car hit the steel edge of the grade crossing platform, hopped into the air for several feet and then veered diagonally to the left across Rice Ave.

As Sir Isaac Newton taught us, objects in motion tend to stay in motion. Metrolink Engine No. 870, an EMD F59PH rated at 3000 horsepower, took longer to stop than the four lighter coaches that preceded it across the roadway. Although cab-control car No. 645 featured an anti-derailment device, which looks similar to a small snowplow, that lightweight blade was no match for the mass of a 14,000-pound utility truck and trailer. A photo taken after the collision shows that the anti-derailment “plow” had detached from the cab-control car and was lost in the collision.

As cab-control car No. 645 veered to the left, the obsolete Bombardier bi-level coach No. 206 behind it pushed forward, exacerbating the derailment. Just east of the Rice Ave. grade crossing, the cab-control car and the second coach fully derailed and soon decoupled. As the cab-control car veered to the left, its steel wheels ripped up wooden railroad ties, further compromising the roadbed. Meanwhile, Engine No. 870 continued decelerating at the rear of the train.

Like a highway patrol officer performing a “pit maneuver”, momentum from the second coach pivoted the cab-control car to the left. As it veered off-track and down an embankment, its crash-resistant nose dug into the bottom of a shallow depression. Because of its lightweight construction, the obsolete second coach had not withstood the extreme pressures exerted on the couplers at each end. Inertia from its previous mate pivoted the cab-control car 180-degrees, while toppling it onto its side. Coming to rest, cab-control car No. 645 lay on its right side, pointing opposite its original direction of travel.

Meanwhile, the lightweight Bombardier second coach was off the rails at both ends and decoupled from both the cab-control car and the third coach. Having expended so much kinetic energy pushing the cab-control car asunder, the second coach launched off the rails to the right, where it came to rest, on its right side, many yards away. The newer and heavier third and fourth coaches derailed, yet stayed in alignment with the tracks. In the final moments of the collision, the third coach toppled onto its left side. Although partially derailed, Engine No. 870 came to rest in an upright position.

As the nose of the cab-control car hit the dirt, Engineer Glenn Steele remained at the controls. As his lead car finished its tumultuous pirouette, the right side-window of the cab broke out and disappeared into the rubble. According to news reports, Steele suffered chest injuries in the crash. Later, a family member told the press that Steele’s heart had stopped twice in the days after the accident. One week after the collision, Glenn Steele succumbed to his injuries.

This is Part 1 of a two-part article. To read Part 2, Click Here.

To read all of our Ventura County railroad safety articles in one place, please visit 5thandRice.com.

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By James McGillis at 05:37 PM | | Comments (0) | Link