Train order operation


Train order operation, or more accurately timetable and train order operation, is a largely obsolete system by which the railroads of North America conveyed operating instructions before the days of centralized traffic control, direct traffic control, and the use of track warrants conveyed by radio. The system used a set of rules when direct communication between train dispatchers and trains was limited or non-existent. Trains would follow a predetermined operating plan, known as the timetable, unless superseded by train orders conveyed to the train from the dispatcher, through local intermediaries. Train order operation was a system that required minimum human overhead in an era before widespread use of technology-based automation. It was the most practical way for railroads with limited capital resources, or lines with limited traffic, to operate. To this day, many short lines, heritage railways, and railroad museums continue to use Train Order operation.
On major railroads, train order operation has been almost completely replaced by more modern operating methods. The Long Island Rail Road in New York is the last major railroad in North America to use a "traditional" Train Order operating practice on its Greenport Branch, as well as Train Order forms for non-standard operation on the remainder of its system. While the last traditional long hand train order form was issued on September 3, 2012, timetable and train order operating practices remain in effect. The second to last train order user, the Chicago South Shore and South Bend Railroad, had retired its system in 2011.
The process of modernization in the 19th century was a transition from a spatially-oriented world to a time-oriented world. Exact time was essential, and everyone had to know the exact time, resulting in clock towers for railway stations, clocks in public places, and pocket watches for railway workers and travelers. Trains departed on time. By contrast, in the premodern era, passenger ships left when the captain had enough passengers. In the premodern era, local time was set at noon, when the sun was at its highest. Every place east to west had a different time and that changed with the introduction of standard time zones. Printed time tables were a convenience for travelers. More elaborate time tables, called train orders, were essential for train crews, maintenance workers, station personnel, and repair and maintenance crews, who knew when to expect a train. Most trackage was single track, with sidings and signals to allow lower priority trains to be sidetracked. Schedules told everyone what to do, where to be, and exactly when. If bad weather disrupted the system, telegraphers relayed immediate corrections and updates throughout the system. Just as railways as business organizations created the standards and models for modern big business, so too the railway timetable was adapted to myriad uses, such as schedules for buses, ferries, airplanes, radio and television programs, school schedules and factory time clocks. The modern world was ruled by the clock and the timetable.

North American usage

Timetable and train order operation was widely used on North American railroads that had a single main track with periodic passing sidings. Timetable and train orders were used to determine which train had the right of way at any point along the line. A train which had the right of way over another train was said to be the superior train. Trains could be superior by right, by class or by direction. While a train dispatcher could establish "right" via train orders, the operating timetable established scheduled trains, their class and the superior direction. The "class" designation of a train equates to its priority, with passenger trains having the highest, freight trains having less and Extra trains having the lowest. In case of trains of the same class meeting the superior direction would then apply. On single track rail lines, the timetable specifies the points at which two trains would meet and pass. It would be the responsibility of the inferior train to clear the main track a safe time before the superior train is scheduled to pass. The timetable thus provides the basic framework for train movement on a particular portion of the railroad. However, variations in traffic levels from day to day, unforeseen delays, the need to perform maintenance, and other contingencies required that railroads find a way to deviate from their established schedules.
Deviations from the timetable operation would be enacted through train orders sent from the train dispatcher to block operators. These orders would override the established timetable priorities and provide trains with explicit instructions on how to run. Train orders consisted of two types, protection and authority. Protective train orders would be used to ensure that no trains would be at risk of colliding with another along the line. Once the protective orders had been delivered to block operators, an authority could be issued to a train to move over the line where protection had been established. Normally the timetable established both protection and authority for scheduled trains so train orders were only used for extra trains, which were not in the timetable, and scheduled trains moving contrary to their normal authorities.
Timetable and train order operation supplanted earlier forms of timetable only and line-of-sight running. The ability for a single dispatcher to issue train orders was enabled by the invention of the electric telegraph in the 1840s. The earliest recorded usage of the telegraph to convey train orders in the US came in 1851 on the Erie Railroad and by the time of the American Civil War, nearly every railroad had adopted the system. Gradually the telegraph was supplanted by the telephone as the preferred method of communication. By the 1970s this function was carried out primarily by two-way radio. With the advent of radio communications, timetable and train order operation began to fall out of favor as direct traffic control and centralized traffic control became more common on major carriers. CTC enabled dispatchers to set up meets remotely and allowed trains to proceed entirely on signal indication. Where signals were not present, DTC and the related track warrant control allowed dispatchers to directly inform trains what they were to do instead of needing to work through intermediaries or have the train crews figure things out for themselves.

Train order

The train order provides the means to deal with changes in operating conditions as they arise. Orders modify the established timetable. Among the functions a train order can perform are:
Train orders were issued by the dispatcher responsible for the portion of railroad concerned. They were conveyed to operators at outlying stations along the railroad via telegraph or telephone. The receiving operators would copy the order onto onionskin forms designed for that purpose, and would repeat the order back to the dispatcher. This permitted the dispatcher and other operators concerned to confirm the accuracy or the order. As each operator correctly repeated the order, the dispatcher would give a complete time, along with the initials of the designated railroad official for that territory. After the order was completed, it was delivered by the operator to the concerned trains as they arrived or passed the delivery point. The operating timetable indicated locations at which train crews could expect to receive train orders. If that same timetable did not require that a train receive a "Clearance Form A" before departing, then a train order signal of some type was provided to advise train crews whether or not train orders were to be delivered. Delivery was accomplished by hand, if the train stopped, or posted trackside to be grabbed by a crew member while the train continued to move past the station. With the latter, the paper order was placed in a train order fork or hoop, either held by the operator as the train passed or mounted at trackside.
The train and engine crews addressed by the order were required to observe the instructions provided in the train order, the details of which were provided by the railroad's operating rule book.

Train-order station

A train-order station is a control point at which trains can be stopped and controlled through the use of train orders. A station has a distinct name, and may have any of the following:
A train order station need not be at a passenger or freight station, nor does such a station have to handle train orders. In isolated areas, train order stations may be required where there are no towns, to facilitate smooth operation. In denser areas, passenger stations may be spaced more closely than train order stations.
A station may staffed by an operator who receives train orders and gives them to trains as they pass. Operators also record the passage of trains by their station. Upon receipt of an order, the operator makes copies and sets the signal to indicate to approaching trains that orders are to be picked up. Some train-order signals had three positions:
; Proceed : No orders; train may proceed
; Receive orders : Pick up orders without stopping
; Stop : Stop to receive orders or to wait for another train to pass