Saturday, December 1, 2012

Trainmastering 101: The Basics


A railroad is a business.  The primary reason a business exists is to make money.  A business makes money by selling a product or service for more money than it takes to produce that product or service.  Railroads are service businesses.  The service railroads offer is transportation.

Railroads transport goods over a fixed network of rails in accordance with an operating plan.  The operating plan is a system-wide scheme for moving trains between terminals (where goods are sorted and rerouted) and to and from customers. 

A trainmaster is a field-level operations officer whose primary responsibility is the safe execution of the railroad’s operating plan.  The operating plan is asymptotic.  It is aspired to but never fully achieved.  Myriad things go wrong each day, all across a railroad’s network, that cause actual operations to diverge from the operating plan.  A trainmaster’s job is to apply knowledge, leadership, and relationships to swiftly recognize and respond to the infinite variety of problems that conspire to flummox the operating plan.  The core challenge to the trainmaster is to identify, contain and reverse divergences before they ripple too far out into the system—constantly striving to recover and resume operations in accordance with the operating plan.         

There are two basic types of trainmaster:  the terminal trainmaster and the line-of-road trainmaster.  Most new trainmasters start out as terminal trainmasters, where they learn to apply the basics of railroad operations within a fairly limited geographical area under the tutelage of a terminal superintendent.  Line-of-road trainmasters, who are typically more experienced, cover large geographic areas of the railroad between major terminals.    

The primary resources a trainmaster manages to execute the operating plan include people, locomotives, end-of-train devices, track, and time.  Railroads operate on relatively thin profit margins.  The best run railroads spend about 75 cents for every dollar they earn.  It doesn’t take much to go wrong in terms of efficiency to get into negative margin territory.  So, by business necessity, the railroads must run very lean operations.  For the trainmaster, this means there are no resources to spare, so they must be managed very carefully.   

People who directly report to the trainmaster include conductors, switchmen, yardmasters, operators, and clerks.  Trainmaster typically provide direction to both conductors and engineers, even though (for most railroads) engineers report to a road foreman of engines.

Trainmasters also interface constantly with many people, both internal and external to their territory.  Internally, trainmasters must establish excellent rapport with the managers in the local mechanical and engineering departments.  The mechanical department is responsible for the inspection, servicing, and repair of locomotives, rolling stock, and end-of-train devices.  The engineering department is responsible for maintaining the railroad’s infrastructure, such as track and signals.  A terminal cannot operate without close constant coordination between operations, mechanical, and engineering.

Externally, trainmasters must interface with dispatchers, division-level operating managers, locomotive managers at headquarters, crew schedulers, managers at other railroads with whom the trainmaster has interchange operations, Federal Railroad Administration (FRA) inspectors, union representatives, and customers.

Railroading is not inherently dangerous, but it is inherently unforgiving.  If performed properly, with properly serviced and maintained equipment and infrastructure, rail operations are very safe.  If people make mistakes, or take shortcuts, they can die, or they can kill other people.  Above all else, a trainmaster must ensure that all railroad operations are carried out in a safe manner.  Railroads have very precise operating rules and procedures to cover pretty much every type of operating scenario and situation one can imagine.  These operating rules are, as they say in the industry, “written in blood.”  Most railroad operating rules are based directly upon federal laws that govern rail operations.  Trainmasters will get to know their local FRA inspectors quite well, as these inspectors will constantly be auditing railroad operations, making sure the railroads are fully compliant with federal law. 

By far, the most unpleasant aspect of being a trainmaster is enforcing, through disciplinary action, the railroad’s safety rules.  Trainmasters must get comfortable with confronting and effectively dealing with railroad employees who are violating operating rules.  It is not fun to have to take another person off a job and send him or her home for a three-day suspension.  It is not fun to fire someone who simply cannot or will not comply with safe operating procedures.  It is much less fun to have to tell that employee’s spouse and children that the employee was killed on the job. 

Ideally, a trainmaster will be able to establish and maintain in his or her territory a culture that embraces safety—one in which peer pressure to be safe is the primary force driving compliance.                           

The basic flow at a railroad terminal is much like that of a production factory.  Resources arrive in the plant.  They are inspected.  Value is added.  The finished product is inspected, tested, and shipped.  In the case of a railroad terminal, the incoming resources are rail cars.  When they arrive, the mechanical department inspects them to be sure they are in good working order.  Yard switching crews then add value by sorting cars and building the final product:  outbound trains.  When a train is built, it is inspected and tested.  When a train is ready to go, a train crew (conductor and engineer) take the train away.

The operating plan typically repeats on a daily basis.  Railroad operations run 24 hours a day, 365 days a year.  They never stop.  Never.  Operations diverge from the plan, converge, then diverge again.  Operational problems ripple and migrate throughout the system.  Problems, delays, and crises emerge.  Trainmasters, using all the resources at their disposal, deal with these issues, always striving to resume operations in accordance with the operating plan. 

In a nutshell, this is the role of the trainmaster.  In future posts, we will explore in much more detail all of the topics introduced above. 

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