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The SHIFT²RAIL future joint technology initiative is the largest European rail research programme to date with the goal of increasing the capacity and reliability and reducing the lifestyle costs of the European rail system in order to realise the creation of the Single European Railway Area and meet the transportation goals outlined by the European Commission (such as the shift of 50% of medium distance intercity passenger and freight journeys from road to rail or waterborne transport by 2050).

The high-level targets of the SHIFT²RAIL initiative are:

  • Increase the capacity of the European Rail System up to 100%
  • Increase the reliability in the European Rail System up to 50%
  • Reduce the overall lifecycle costs of the European Rail System by up to 50%

The European Commission's DG Move is currently in the process of conducting an impact assessment and holding a public consultation on the initiative.

Overview[modifier | modifier le code]

The mission of the SHIFT²RAIL initiative is to develop the necessary technology to meet European transportation goals and boost the competitiveness of the European rail industry on the global market.

The technology developed in SHIFT²RAIL will foster the introduction of better trains to the market (more comfortable, quieter and more reliable, etc.), improved rail network infrastructure at a lower life cycle cost; giving rail systems more capacity to cope with growing passenger and freight mobility demand.

SHIFT²RAIL proposed format of a joint undertaking with named beneficiaries guarantees a long-term commitment of industry and the reserved open call budget for SMEs and Academia, ensures that smaller actors in the European rail sector are also included in the programme. This allows the research projects to be managed in an integrated way and permit a critical mass of committed European industry to work together on innovation projects that reflect market needs. Although previous and ongoing EU-funded collaborative rail research projects have achieved significant results, SHIFT²RAIL aims to create the optimal structure and provide the appropriate instruments to launch the necessary major industry-wide research programmes.

Funding and Budget[modifier | modifier le code]

The projected budget of the SHIFT²RAIL research programme budget is €1.1 bn over a 6-7 year period, depending on the final scope of the initiative and subject to the support provided by the EU. It is estimated that half of the initiative will be funded by the private sector (the promoters, made up of manufacturers, operators, infrastructure managers, and research centres) and the other 50% by the EU. About one quarter of the research funds will be designated for SMEs, research organisations and universities through open calls for proposals.

R&D Structure[modifier | modifier le code]

SHIFT²RAIL's R&D work programme structure reflects the Railway System approach used in the regulatory framework of the interoperability Directive. It segregates and re-integrates the Passenger and Freight Rolling Stock; Infrastructure; Energy; Command Control and Signalling; Passenger and Freight Telematic sectors identified in the TSIs into five Innovation Programmes (IPs).

The new technologies and innovations developed by SHIFT²RAIL will be showcased (e.g. assembled, tested, validated) in System Platform Demonstrations (SPDs)under real operational conditions.

Innovations are referred to as Technology Demonstrators because they require dedicated R&D to integrate innovative technologies (which might come from other sectors), and they will generate the competitive sub-system components for the future. The functional and operational specifications and interfaces among the various sub-systems will be tackled and tested during the System Platform Demonstration integration phase.

The demonstrations in SHIFT²RAIL will ensure interoperability and competitiveness and through the right selection of ail innovations the achievement of the three SHIFT²RAIL targets related to capacity/user demand, reliability/quality of service, and lifecycle costs/competitiveness.

System integration activities will ensure the end products meet market needs and specifications. These include the user requirements and implementation groups take into account the needs of the EU end users, and the Regulation and Standardisation Council (chaired by the European Railway Agency) which will ensure the successful implementation of developed technologies in the European system. Such a structure will provide a faster dedicated administration service (the Joint Undertaking) and will create the conditions for quicker implementation of innovative technologies into final products.

Innovation Programmes (IPs)[modifier | modifier le code]

The industry partners, in collaboration with the European Commission, developed, refined and organised the R&D content into five Innovation Programmes.

IP1 - Energy & Mass Efficient Technologies for High Capacity Trains

This IP addresses the need to maintain a competitive European Supply Industry within the €35.2 bn worldwide market for High Speed, Conventional Mainline, Metro and Light Rail Rolling Stock. In this IP, a number of sub-systems have been selected as those for which breakthrough innovations are achievable while contributing to the SHIFT²RAIL targets.

The new technologies to be developed which will complement those from other IPs are Traction Drives; Wireless TCMs; Car body-shells incorporating lightweight materials; Running gear; Braking systems; HVAC and Doors.

IP2 - Advanced Traffic Management & Control Systems

This Innovation Programme addresses as well the need to maintain a competitive European Infrastructure Supply and Maintenance Industry within the €27.2 bn worldwide market for High Speed, Conventional Mainline, Exclusively Freight, Metro and Light Rail Infrastructure.

The Innovation Programme addresses the need to maintain the ERTMS as a solution for railway signalling and control systems across the world as well as to keep the European industry competitive within a €10.9 bn worldwide market for Rail Control Systems for Mainline and Urban Transit applications while extending synergies and interoperability of the two modes.

To contribute to the long-term signalling system approach, IP2 will focus on three research thrusts that will cover the aspects of developing and dealing with capacity surge, smart procurement and testing, and dependable and safe signalling systems.

IP3 - Cost Efficient - High Capacity Infrastructure

IP3 addresses as well the need to maintain a competitive European Infrastructure Supply and Maintenance Industry within the €27.2 bn worldwide market for High Speed, Conventional Mainline, Exclusively Freight, Metro and Light Rail Infrastructure. IP3 has identified four key research areas for which innovations will contribute significantly to the SHIFT²RAIL objectives: mechatronic switches & crossings, tracks, rail maintenance, and energy supply systems.

IP4 - IT Solutions for a Seamless Attractive Railways

IP4 is a necessary complement to the other IPs both by focusing on increasing user demand for the rail transport mode and by providing data management opportunities that have the potential for cross-modal application and to facilitate smart monitoring of asset performance and availability.

IP5 - Technologies for Sustainable & Attractive European Freight

IP5 is dedicated to the development and adaptation of innovative technologies to rail freight. Its capacity to deliver improved asset use has broader capacity utilization benefits for the rail system as a whole and not simply for the freight business.

Enhancement of capacity, reduction of operational and maintenance costs and significant increase in reliability are the major drivers of IP5. IP5 will also tackle the need for real-time information to flow directly from the wagon to the shipper, which is a prerequisite for a better logistics performance and service.

Participating Subjects[modifier | modifier le code]

SHIFT²RAIL was conceived in 2009 by a core group of 15 European Rail Manufacturers and Infrastructure Managers (founders); that prepared the initial framework and proposal of the initiative to the European Commission. Currently, including the founders, the initiative has 46 signatories to its Memorandums of Understanding that represent all aspects of the sector: manufacturers, operators, infrastructure managers, academia, and research institutions.

References[modifier | modifier le code]

External Links[modifier | modifier le code]

SHIFT²RAIL Website