Early in the development of the plans for the subway system in New York City, it was foreseen that the efficiency of operation of a road with so heavy a traffic as is being provided for would depend largely upon the completeness of the block signaling and interlocking systems adopted for spacing and directing trains. On account of the importance of this consideration, not only for safety of passengers, but also for conducting operation under exacting schedules, it was decided to install the most complete and effective signaling system procurable. The problem involved the prime consideration of:
Safety and reliability.
Greatest capacity of the lines consistent with the above.
Facility of operation under necessarily restricted yard and track conditions.
In order to obtain the above desiderata it was decided to install a complete automatic block signal system for the high-speed routes, block protection for all obscure points on the low-speed routes, and to operate all switches both for line movements and in yards by power from central points. This necessarily involved the interconnection of the block and switch movements at many locations and made the adoption of the most flexible and compact appliances essential.
Of the various signal systems in use it was found that the one promising entirely satisfactory results was the electro-pneumatic block and interlocking system, by which power in any quantity could be readily conducted in small pipes any distance and utilized in compact apparatus in the most restricted spaces. The movements could be made with the greatest promptness and certainty and interconnected for the most complicated situations for safety. Moreover, all essential details of the system had been worked out in years of practical operation on important trunk lines of railway, so that its reliability and efficiency were beyond question.
The application of such a system to the New York subway involved an elaboration of detail not before attempted upon a railway line of similar length, and the contract for its installation is believed to be the largest single order ever given to a signal manufacturing company.
In the application of an automatic block system to an electric railway where the rails are used for the return circuit of the propulsion current, it is necessary to modify the system as usually applied to a steam railway and introduce a track circuit control that will not be injuriously influenced by the propulsion current. This had been successfully accomplished for moderately heavy electric railway traffic in the Boston elevated installation, which was the first electric railway to adopt a complete automatic block signal system with track circuit control.
The New York subway operation, however, contemplated traffic of unprecedented density and consequent magnitude of the electric currents employed, and experience with existing track circuit control systems led to the conclusion that some modification in apparatus was essential to prevent occasional traffic delays.
The proposed operation contemplates a possible maximum of two tracks loaded with local trains at one minute intervals, and two tracks with eight car express trains at two minute intervals, the latter class of trains requiring at times as much as 2,000 horse power for each train in motion. It is readily seen, then, that combinations of trains in motion may at certain times occur which will throw enormous demands for power upon a given section of the road. The electricity conveying this power flows back through the track rails to the power station and in so doing is subject to a "drop" or loss in the rails which varies in amount according to the power demands. This causes disturbances in the signal-track circuit in proportion to the amount of "drop," and it was believed that under the extreme condition above mentioned the ordinary form of track circuit might prove unreliable and cause delay to traffic. A solution of the difficulty was suggested, consisting in the employment of a current in the signal track circuit which would have such characteristic differences from that used to propel the trains as would operate selectively upon an apparatus which would in turn control the signal. Alternating current supplied this want on account of its inductive properties, and was adopted, after a demonstration of its practicability under similar conditions elsewhere.