Human factors in support of a successful railway: a review

One of the critical infrastructure components in most economies across the world is the rail network. In different nations rail is responsible for ensuring that there is not complete gridlock on the roads in commuter hours, and for moving both people and freight for long distances in an as efficient manner as possible. This critical role, a number of high profile accidents and proposals for new network control philosophies and systems have led to a great upsurge in human factors rail research and applications in the past few years. This paper provides a retrospective on rail human factors research covering driving, signalling and control, maintenance, incident reporting systems, passengers and the public, planning and technical systems change. This research foundation, and also current major rail human factors programmes, are placed in the context of technology, investment, competition, cultural and safety requirements and constraints. The paper concludes with an examination of where rail human factors should and will be going into the future. Rail human factors research has grown rapidly in both quantity and quality of output over the past few years. There was an early base of work at a few institutions carried out over the 1960 s and 1970 s, followed by a lull in the 1980 s and early 1990 s. The continual influences of safety concerns, new technical system opportunities, reorganisation of the business, needs to increase effective, reliable and safe use of capacity, and increased society, media and government interest have now accelerated rail human factors research programmes in several countries. In this paper we review the literature on rail human factors research, covering driving, signalling and control, maintenance, reporting systems, passenger interests, planning and technical systems change. Current major rail human factors programmes are summarised and future research needs proposed. It is asserted that general human factors models and methods are being re-assessed, and new ones developed, to meet the requirements of the railways. This paper has, with the agreement of all editors concerned, been published in substantially similar form as: Wilson J. R. and Norris B. J., 2005, Rail human factors: past, present and future. Applied Ergonomics, 36, 6, 649–660.