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Operation Guide

Model Railroad Operation Guides

Operator’s Guide to Better Operation

complied by Cliff Robinson, Keith Gutierrez, Richard Kamm, and David Barrow. David was a featured clinician at the 1996 MCoR "Gateway Getaway" Regional Convention.

Operation Directives: These directives evolved over the past few years as our informal touring group visited, operated, critiqued and compared layouts. Based on these visits, the group established a list of directives that insure an enjoyable operating session.

#1 - Understand the Layout

Try to understand the layout setting, philosophy and the owners rules of operation. Obey them even if you don’t agree with them or can think of a better way.

#2 - Ask Questions

Ask questions if you are unsure.

#3 - Understand Uncoupling Guidelines

Understand the uncoupling guidelines. Ask if it is OK to handle cars or not?

#4 - Don’t Handle Locomotives

Don’t handle the locomotives. If it leaves the track, ask the host what to do. If he wants you to re-rail it, look before handling. Be careful of grab irons and other detail parts!

#5 - Understand Owner’s Rules

Understand the owner’s rules for spotting or removing faulty cars and locomotives. Above all, tell someone if you are having trouble with a car or other equipment.

#6 - Understand Radio or Telephone Rules

Understand radio or telephone rules. Listen before speaking!

#7 - Check Your Switchlist

Check your switchlist before leaving the yard and during the run to determine and anticipate car forwarding and switching problems. Try to know what you are going to do before you do it.

#8 - Run At Prototypical Speeds

Run the train at prototypical speeds. Don’t run too fast! Try to match prototypical stops and starts. Don’t reverse the locomotive while it is moving.

#9 - Stay With Your Train

Stay with your train. Don’t stand at the end of aisles and watch the train disappear in the distance. The whole point of "walk around" layout planning is to try to create the illusion of really being in the cab.

#10 - Don’t Block the Aisles

Don’t stand in the narrow parts of aisles. Also, don’t try to carry on a conversation or distract yardmasters or operators when they (or you) should be doing something else.

#11 - Know Clearance Points

Know clearance points. If a siding only takes three cars, don’t try to put four into it! You will save yourself considerable embarrassment if you observe the fouling point for all turnouts and avoid throwing the turnout under a car or locomotive.

#12 - Pull Before Put

In general, perform pickups before setouts. Check the switchlist carefully and you might save yourself some time down the road by pre-blocking a car or two for the next town.

#13 - Obey Signals

Observe and obey signals. If a signal is not working, assume it is displaying its most restrictive aspect and be governed accordingly.

#14 - Report Problems

Report maintenance problems to the dispatcher. Don’t shout it out! The host probably has a list to keep track of problems. Report your difficulty as tactfully as possible.

#15 - Locate Turnouts Before Throwing

Locate turnouts before throwing. If necessary, get dispatcher permission to unlock and throw mainline or passing siding turnouts.

#16 - Leave Turnouts Aligned Correctly

Before leaving a town, be sure turnouts are aligned correctly and locked if appropriate.

#17 - Be Patient

Be patient with other, especially new, operators. We all had to learn sometime.

#18 - Don’t Distract the Other Operators

Don’t engage in non-operating related conversations in the layout room during timed operations.

 

Layout Owner’s Guide to Better Operation

complied by Cliff Robinson, Keith Gutierrez, Richard Kamm, and David Barrow. David was a featured clinician at the 1996 MCoR "Gateway Getaway" Regional Convention.

Layout Owner’s Directives: These directives evolved over the past few years as our informal touring group visited, operated, critiqued and compared layouts. Based on these visits, the group established a list of directives that insure an enjoyable operating session. Use of the directives during planning, construction and maintenance guarantees we will like it!

#1 - Command Control is Required

Regardless of the trackplan, you must have a command control system; brand is not important as long as it works. One of the key causes of new operator dissatisfaction is having to remember all of the secret switches, methods, procedures and policies governing the operation of their locomotive. The most effective system is transparent to the operator and requires no sermons on how to use.

#2 - Motive Power Must Run Smoothly

Equip your operating fleet with the best running locomotives and place all others on the rip track for rebuilding. This must be done even if the operating fleet may be prototypically incorrect. A highly detailed, prototypically correct, but poorly running locomotive frustrates the best operator. Do not continue to use a locomotive in need of repair. Advise operators how to determine locomotives in need of repair or just wheel cleaning.

#3 - Less Than 2 Derailments Per 100 Cars Moved

Excluding operator errors, the mechanical condition of trackwork, rolling stock and locomotives must result in less than two derailments for every 100 cars moved.

#4 - Insure Operator’s Comfort

The most enjoyable sessions take place in a climate controlled room which has adequate heating and cooling. Climate control assists in meeting directive #3 since layout expansion and contraction is less. Floors should be carpeted and there should be strategically placed stools for tired operators. Layout height should be comfortable and of an average height.

#5 - Aisles Must Accommodate Operators

Operators come in a wide range of sizes and shapes. Aisles should be wide enough to allow operators room to pass. Narrow aisles require careful scheduling to prevent boxing-in an operator. Back-to-back operating stations or positions must be avoided and adjacent positions must allow adequate elbow room.

#6 - Turnout Controls Easy to Understand

Fixed operating positions, such as yards, should be equipped with standard control panels. Layouts designed for walkaround control should use simple turnout controls mounted on the fascia panel directly below the turnout. Switches must be easy to throw and provide positive indication of turnout direction. A direction convention such as "up=reversed" and "down=normal" must be adopted and consistently applied.

#7 - Track Must Be Easy to Reach

Cars occasionally and quite mysteriously jump off the track. Rerailing is much easier if the operator can reach the track without ladders, stools or a sky hook. Avoid hidden staging tracks since chances are 50-50 there will be a problem when entering or leaving. And finally, the probability of having a derailment is directly proportional to the degree of "reach" difficulty.

#8 - A Communication System Must Be Provided

Telephones or radio must be used to insure proper and timely transmittal of train orders without distracting other operators. Guidelines for using radios must be understood and followed to avoid interference.

#9 - Switch Lists and Spots Must Be Readable

The simplest switch list is usually the easiest to understand and use. Always specify pickups first to make room for setouts. List towns in order of arrival. List cars alphabetically. Intra-town car moves should be uniquely marked to avoid accidental removal. Identification of all industry spots must be unambiguous and easy to see.

#10 - Limit Visitors and Trainees

Limit the number of first time operators (Trainees) during normal operating sessions. Best case is when a regular operator shadows a trainee during an entire session, explaining things as needed. Trainees should be allowed to make errors without fear of embarrassment. Visitors should be discouraged from coming during operating sessions.

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This page last updated January 31, 2003

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