MEng · Mechanical Engineering Team Project (MEC8099) · 2021–22 Module Mark: 79%

IMechE Railway Challenge: Bogie & Unsprung Assembly

An 8-engineer team built and raced a full-scale locomotive at the Institution of Mechanical Engineers' Railway Challenge. My role: validate and manufacture the bogie and unsprung assembly, and bring the entire locomotive into compliance with IMechE's mandatory dynamic loading gauge.

David Stewart standing behind the completed bogie and unsprung assembly, the blue chassis with red anti-roll bar and steering links visible
The finished bogie and unsprung assembly, on castors ahead of final installation
The Question

Can a team-designed locomotive bogie be independently validated component-by-component, manufactured to schedule, and brought into compliance with the Institution of Mechanical Engineers' mandatory physical envelope — all before a fixed competition deadline?

Why It Matters

The IMechE Railway Challenge is a genuine systems-engineering competition: 8 team members across mechanical, electrical, and controls disciplines had to design, manufacture, and race a real locomotive against international university teams at Stapleford Miniature Railway — sponsored by industry partners who expected a working machine, not just a design study. Every structural component has to survive real dynamic loads, and the whole vehicle must physically fit within a strict regulatory envelope before it's even allowed to compete. There's no partial credit for a locomotive that doesn't fit the track or fails on the day.

The Newcastle locomotive racing at the IMechE Railway Challenge the following year, on the bogie platform our team validated and built. Footage credit: the following year's Newcastle Locomotive team, who competed with and filmed the locomotive.
What I Did
  • Validated 18 mechanical and 2 electrical components within the bogie and unsprung assembly by hand-calculating safety factors — achieving a minimum safety factor of 1.83 on the critical shaft, up to 16.5 on the wheel-axle friction coupling
  • Created design specifications for newly designed components — the traction centre, anti-roll bar, and bogie top plate — by calculating their operating forces, constraints, and clearances from first principles
  • Defined all six degrees of freedom (shuttle, roll, lurching, pitch, bouncing, yaw) between wheelset, bogie, and body, then calculated both the unconstrained displacement each would see with no restraint and the constrained displacement once every suspension element was in place — the figure directly below this bullet — enabling correct selection of the rubber bushings, axle box T-bars, anti-roll bar, bump-stops, and traction centre hooks throughout
  • Co-led the locomotive's compliance with IMechE's mandatory Dynamic Loading Gauge (DLG) — completing the required DLG, battery, and power calculations ahead of competition entry
  • Took charge of manufacturing the entire unsprung assembly (every component except the belt drive), the steering links, the traction centre, and all bushing couplings
CAD exploded view of the locomotive body, bogie, and wheelsets with the six degrees of freedom (shuttle, roll, lurching, pitch, bounce, yaw) annotated with coloured arrows at each interface
Figure 5-4: every degree of freedom between wheelset, bogie, and body, mapped so each one could be assigned an unconstrained and a constrained displacement — the wheelset-bogie interface alone carries yaw, roll, pitch, shuttle, lurching, and bouncing all at once, each restrained by a different component (axle box T-bar, anti-roll bar, bump-stops, or traction centre hooks).

This mattered because none of those six motions are independent: constrain roll too tightly with the anti-roll bar and there's no travel left to absorb track twist; leave yaw too free at the bogie-body interface and the locomotive's body swings excessively into corners. Working from first principles, I calculated the deflection each interface needed under both regimes — for example, roll between wheelset and bogie needed 11.5° unconstrained down to 0.439° once the axle box T-bar was sized correctly — and used that pairing of numbers, not just the axle box T-bar name, to size and specify every bushing, spring, and hook in the bogie.

CAD assembly of the locomotive bogie and unsprung assembly with wheel contact forces annotated in red, blue, and green at each wheel
The bogie and unsprung assembly, with calculated wheel contact forces annotated at each wheel — the basis for every subsequent stress and safety-factor calculation.
Key Result
Front-view CAD render of the locomotive showing its outline constrained within the purple boundary of the mandatory Dynamic Loading Gauge envelope
The locomotive constrained within IMechE's mandatory Dynamic Loading Gauge (purple outline) — a hard requirement to even enter the competition.

Every friction coupling in the locomotive was validated with a safety factor above 2.8 (up to 16.5 on the wheel-axle coupling), and after redesigning the anti-roll bar and tightening suspension travel limits, the locomotive fit within its mandatory dynamic envelope with 26.9mm of clearance at the roof and 6.5mm at its widest point — comfortably compliant, but with margins tight enough that every earlier calculation genuinely mattered.

Impact / What's Next

This was hands-on systems engineering under a fixed, external deadline: validating real components against calculated loads, then personally manufacturing the assemblies those calculations were for — with no opportunity to redo a physical part once it existed. That same discipline — calculate, validate, build, and verify the finished hardware actually complies with the requirement — carried directly into designing, manufacturing, and commissioning the custom wind tunnel used throughout the DPhil's experimental work.

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