Introduction
Currently, there are no global standards defining the terminology and
classification of types of urban railway systems according to certain criteria.
Attribution to a particular type is mainly carried out on the basis of official
information from the company-operator of a particular system or accepted
criteria in a particular country. The lack of precise criteria and deviations
leads to the fact that the system, for example, is called the term "Metro",
but in fact it is not.
1. Generalities
Currently
in the World, there are the following names of types of Urban Railway Systems:
-
Metro
-
Underground
-
Subway
-
Overground
-
U-Bahn
-
T-Bahn
-
Mini-metro
-
S-Bahn
-
Regional Express Rail
-
Suburban metro
-
Suburban passenger rail
-
Regional metro
-
Metro rail transit
-
Airport express
-
Pre-metro
-
Light rail transit
-
Speed tramway
The names given here in different countries of the world can have different
variations and transformations reflecting the local approach to the name of the
systems. For example, Light Rail Transit may have the shorter name "Light
Rail". The name Metro Rail Transit (MRT) may sound like a Metro Rail
Transit (MTR) or Metro Rail Transit System (MRTS).
2. Description of
the
Systems by
Types
Metro
is an abbreviated word from the British «Metropolitan». This name is the most
often used in the world. Example: Moscow.
Underground
- the term is used only in the United Kingdom to refer to urban underground
Railways. In fact, it corresponds to the generally accepted term "Metro".
Example: London.
Subway
- the term is used in the United States and Scotland (England) to refer to urban underground
Railways. In fact, it corresponds to the generally accepted term "Metro".
Example: New York, Glasgow.
U-Bahn
- The term entirely corresponding to the term «Metro», but in Germany and
Austria, it is additionally used to refer to all underground stopping points of
urban Railways including commuter trains, high-speed trams and Light rail.
Example: Berlin and Frankfurt am Main.
T-Bana
- the term entirely corresponding to the term «Metro», but is used in
Scandinavian countries. Example: Oslo.
Mini-metro
– the system in fact has the same design as the Metro system, but uses a
rolling stock of smaller passenger capacity and short trains. Example:
Copenhagen.
Regional
Express Rail (RER)
– In fact, it refers to suburban train lines, often
running on conventional Railways, but having separate underground and surface
sections of lines for accelerated passenger traffic in the city center. Often RER lines have intersections with traffic on the same level. Train traffic is usually very high. Example:
Paris.
S-Bahn
- the term
fully corresponds to the term "RER", but in Germany and Austria
refers to the lines of suburban trains passing through the Central part of the
city and operating in a mode similar to the subway. Example: Berlin.
Overground
- this term very much on the characteristics of the "S-Bahn" or the "RER" and the term is used only in the UK to refer to urban elevated Railways. This mode
of transport is closely connected with conventional Railways, as it is built
based on their modernization. Example: London.
Suburban passenger
rail - the
term means a system of lines of ordinary commuter trains using the tracks of
public Railways that do not have Express traffic and have frequent intersections
with the road network of the city.The tracks are usually used by long-distance trains and freight trains.
Regional
metro (or Metro express) is
essentially a symbiosis of the classic metro and suburban trains. As a rule, the
rolling stock is very similar to subway trains, the lines run on the surface and
are separated from the Railways, but go deep into suburban areas and have long
distances between stations. The average distance between stations on the line is
more than 3.2 km.*(see note). Example: San Francisco.
Metro
Rail Transit (or
Mass Transit Railway or Mass Rapid Transit Systems) - in most countries of the world (mainly in Asia), this term refers to the classic
term "Metro", but, for example, in Australia, USA, Canada, Africa and
India in a number of cities, this term applies to commuter trains such as "S-Bahn",
"RER" and "Overground".
Airport
express - so
called special lines or routes of urban Railways connecting the city center with
the airport. In some cities, lines to the airport are characterized as part of
the metro system, but in terms of rolling stock and charging, these lines differ
markedly. Example: Delhi and Hong Kong.
Light Rail Transit (or Light Rapid Transit) - the term describes a system that is featured between the subway and tram.
Separate from other rail lines, often crossing from terrestrial traffic and is
used as a low so high platform. Light rail lines often follow the same tracks as
tramlines. Example: Seville.
Pre-metro
- the term fully converges with the term "Light rail". Example: Buenos
Aires.
Speed
tram - a term
denoting tramlines or their individual high-speed sections that are separate
from the road, but use rolling stock of conventional tram. Example: Volgograd.
Other
systems:
The
Monorail
system uses a single guide rail and magnetic levitation trains (Link to
Wikipedia page about Monorail systems).
The
Maglev
system uses one wide guide rail and high-speed magnetic levitation trains (Link
to Wikipedia page about Monorail systems).
The
Suspended
rail - these lines use guide suspension monorail and track system over
rolling stock (Link to Wikipedia page about these systems).
The
Funicular
- this transport is designed to move passengers to the hills on inclined tracks.
Trains consist, as a rule, of no more than 2 short cars and have a special
security system (Link to Wikipedia page about Funicular systems).
The
People
Mover - lines of this type of transport are usually very short and are
built to serve certain facilities (airports, exhibitions, recreation areas).
Rolling stock is fully automated, has a severely limited carrying capacity and
is not a mass urban transport (Link to Wikipedia page about People Mover systems).
The
Translohr
- these rail systems are a symbiosis of bus and tram. The rolling stock is
similar in appearance to a tram with an upper power supply, has pneumatic wheels
for driving on simple roads. The direction of movement is set using a single
guide rail mounted in the road surface (Link to Wikipedia page about Translohr
systems).
*
Note: the criterion is calculated by comparing two "boundary" (in
terms of the average distance between stations) to other significant criteria of
the systems – San Francisco and Wenzhou. The BART system in the San Francisco
region has only one small area in the city and then goes far into the suburbs.
The lines use trains consisting of 10 cars with comfortable single seats and two
exits on one side. Thus, the system is more like a suburban regional railway.
The Wenzhou metro system has a slightly smaller average distance between
stations. Similar to the BART system in San Francisco, the line goes far into
the suburbs, but the rolling stock is similar to the classic subway and the cars
have 4 exits on each side. Therefore, the conclusion is made about the
attribution of Wenzhou metro and similar systems to the term "Metro".
3. Key parameters for
classification of
the
Systems
For each system, there are pronounced criteria, a set of which determines the
attribution to a particular type of system. For simplicity, you can divide the
types of systems into FIVE main groups:
3.1 METRO
-
Metro
-
Subway
-
Underground
-
U-Bahn
-
T-Bana
-
Mini-metro
The following parameters are defined for the Metro group, applicable to each
line individually:
-
the route of the line is completely separate from the city traffic. Exceptions
are level crossings with roads for branches to the depot and connections to the
railway;
-
The lines are completely separate from the lines of conventional Railways used
for passenger and freight traffic;
-
Rolling stock consists of no less than two cars in the train; a - line metro
trains are not used by other types of rail transportation (even partially), but
can tolerate partial use of the path train lines are easily rail systems like
Light rail. Rotterdam, For Example. At the same time, the term "metro"
does not include sections-branches that are used only by trains of light rail
systems;
-
If a line has routed traffic and is used in more than half of the departures of
trains by other lines (Light rail or tram), which subsequently have an
intersection with road traffic or cross on tram tracks, it belongs to type No. 3
(Easy rail). Frankfurt am main, for example;
-
If the line has route traffic and is used in more than half of the train
departures by suburban lines, which later pass into the status of a regular
railway or RER, it belongs to type No. 2 (Urban and suburban Railways). Like
Valencia;
-
line can be called with the term "Metro", if the average distance
between stations is less than 3.2 km away. All the other systems belong to type
2 (regional metro);
-
The interval between metro trains, as a mass mode of transport, in the Central
sections of the lines should not exceed 15 minutes;
-
Rolling stock always operates on electric power and without the use of separate
locomotives.
3.2 METRO EXPRESS
-
Metro regional
-
Suburban metro
-
Airport express
-
S-Bahn
-
Overground
-
Regional Express Railway
-
Light rail transit
-
Pre-metro
-
Speed tram
-
Monorail
-
Maglev
-
Funicular
-
People Mover
-
Translohr
-
Suburban passenger rail
The same parameters are applicable for this group as for group METRO, but:
-
line can be called with the term "Metro express", if the average distance
between stations is more than 3.2 km away. All the other systems belong to type
1 (Metro);
-
The interval between metro trains, as a mass mode of transport, in the Central
sections of the lines should not exceed 30 minutes;
3.3 RER (Urban and Suburban Railways)
The following parameters are
defined for the Urban and suburban Railways group and are applicable to each
line individually:
- The lines share all or part of the infrastructure
with conventional Railways, level crossings and combined stations.
- the line can be completely isolated from other
Railways, but this type is characterized by intersections with at the same level
with the street road network and the use of rolling stock adapted to
conventional Railways.
- Rolling stock unlike types 4 and 5 always uses high
platforms.
- lines connecting the city center to the airport,
cannot refer to the term "metro" if the rolling stock is adapted for
the carriage of Luggage, has increased comfort and excellent fare system. Thus,
these lines essentially serve the transportation of passengers at the airport
and does not apply to the term "metro", providing communication
between different areas of the city.
3.4 LIGHT RAIL
The following parameters are defined for the Light Rail group:
-
The lines of this type of transport are isolated from General-purpose Railways,
as the rolling stock has smaller dimensions and is not adapted for traffic on
common tracks.
-
The organization of movement similar to metro line
-
Light rail line often have crossing traffic, and are used to route traffic.
- The platforms in most cases have a low level for Pre-Metro/Speed Tram and high level for Light rail.
3.5 OTHER types of rail transport
For a group of this type, the description
is fully consistent with the above in the Chapter "description of systems".
General
note to this Chapter.
Due to the lack of a clear classification
in the world practice, there are often cases when a system or part of a system
is called in accordance with the desire of the developer, the operator company
or the official authorities to improve the status of the project or the region
as a whole. This is the right strategy to attract investment, but statistically
speaking, it is wrong.
4.
Key
Parameters
of the Systems
4.1
Length of lines
Statistical data on the length of the system lines and the number of stations
very often contain errors and inaccurate data. Information sources and
journalists, often without clear criteria, indicate distorted data in their
articles. In some cases, the media, government officials and operator companies
refer to the length of the lines, which differs from the operational length used
in passenger traffic, in statistical reports for the purpose of declaring large
figures. For example, the summary figure also takes into account the length of
the tracks to the depot, connecting technological branches between the lines or
building blocks for future extensions of the lines. These sections are not used
in passenger traffic and the length of each can reach 3 kilometers. It is
therefore essential to divide the length of the lines into two terms "length
of lines for passenger traffic (in double-track calculation)" and "Total
construction length of the line (in double-track calculation)". If the
second term is not applicable and the line has single-track sections, it can be
called as "the Total construction length of the tracks of the line".
Calculation
of length of lines double track in terms of passenger movements should be
carried out from the beginning of the impasse in which the train starts moving
in passenger traffic to the end point of the deadlock at the other end of the
line. If the train arriving at the terminal station then begins to move in the
opposite direction, the starting point of the line is the construction end of
the station. Measurement error of +/- 10 m. does not matter, as statistics
indicated figures in kilometers and hundreds of meters. However, accurate data
are usually available in the construction documentation of the line project.
The general principles for determining the length of the lines are shown in figures 1 and 2
A
number of lines can run parallel to each other in a certain area. In this case,
if the tracks are located in the same construction space (three or four way
tunnel, overpass, embankment, etc.), it is impossible to consider this section
for each line separately, i.e. the concept of "joint use" applies. If
the lines are parallel, but physically separated (different tunnels, overpasses,
etc.), they must be considered separately.
In
some cities the lines have single-track sections (e.g. Seoul, Paris, and Delhi).
In these exceptional cases, it is necessary to consider the full length of the
single-track "ring" as a full line.
In
New York and London route traffic is very widely used and this fact often does
not allow to determine the specific length of the line. In this case, it is
necessary to take into account the length of sections used in passenger traffic.
4.2
Number of lines
You may ask - «How can you make a mistake in the number of lines?" and you
will be right in this matter. Operators and authorities in different countries
have a different system for marking lines on schemes. All the confusion arises
on the lines with route traffic. For example, in Bilbao, the two metro lines L1
and L2 in the city center share a common path and are further divided into 2
different routes. If you look at the scheme of the Hangzhou metro, the subway
line No. 1 has a branching into two parts, but the sections have no other
designation. The second example is in fact not correct, because. The line has
route traffic and must be divided into routes L1A and L1B (or L1 and L1b).
Sometimes the main metro lines have branches with one or more stations. If such a
branch shares traffic with the main line, it should not be considered as a separate
line only if the branch has more than one station. If the branch has an independent movement (Tehran, Taipei, Yerevan), these are
different lines.
4.3
Number of stations
Errors are also very common in the statistics on the number of stations. In some
systems, stations are counted by the number of individual names, i.e., stations
are counted as one station. In other cases, a transfer station built for two
lines and having a single space (4 tracks) is considered as two stations.
Sometimes in the statistics, especially on the subway of China, get not yet open
stations that were not completed at the time of opening lines. These facts
indicate a desire to multiply and embellish the overall statistics.
Criteria for relevance of statistical data:
1)
Stations operating or temporarily closed for reconstruction (no more than two to
three years) are taken into Account);
2)
Stations with one platform of one direction are considered as one station;
3)
Closed and dismantled stations are not taken into account;
4)
Unfinished or temporarily open stations on new lines are not taken into account;
5)
Stations whose platforms are built at a small distance from each other, but
having one output and name, must be considered as one station;
6)
Three-Way stations located before the branching of the line into two routes are
considered as one station;
7)
Transfer Stations on lines that intersect at an angle to each other are always
considered separately and not by name;
8)
Transfer Stations, the lines of which are parallel, are considered as one only
if they have one building volume (4 ways), or
structurally platforms are located on 2 vertical levels (one station above the
other).These transfer stations usually share a common Concourse and Ticket hall (see figure 4). All other cases are considered as two independent stations.
One example is not the correct account of the number of stations is the station
"Kuntsevskaya" Moscow metro. It is a ground station that formerly
belonged to the light blue metro line 4. Further, an additional track with a
platform for trains of the dark blue line No. 3 was built on the side. During
the reconstruction, one of the light blue line tracks was integrated for the
dark blue line trains, and the second track became a dead end. As a result, 2
different stations appeared on the schemes of metro lines, but in fact the
station is actually one with three ways.
The general principles for determining the quantity of the stations in parallel lines are shown in figure 3
The same principles as shown in figure 3 apply to underground stations, but with a few limitations - if the second station was build in parallel as separate structure (communication with the first station only through the transfer corridor), then it must be considered as separate station. Examples for underground and ground stations are shown in figure 4.
All stations in the transfer hub having different directions (not in parallel) always considered as different stations.