MÄRKLIN H0 conventional driving and electromechanical automatisation

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Märklin-H0-Knowledge

A: The very first basic knowlege about conventionally controlled Märklin H0 model railways

A10: The reverse unit – about leaping, springs, variants

 

In this page I say “locomotive” and mean all kind of motorized traction units too.

This page is preferred for those
who have never - or just now for the first time -
looked INTO a Märklin AC locomotive,
and for those who do not yet understand
why the locomotive skips or leaps
when changing the direction of travel.

In the Märklin H0 system there is no right or left,
so there is no front or back.

The Märklin H0 system works with alternating voltage of 50 Hertz
and this changes its polarity, its direction 100 times per second.

No orientation whatsoever from which one could deduce a direction,
a direction of travel.

If you place a locomotive of the Märklin H0 system on the track, it will continue to run in the same direction as it did on its last run, for example forwards.
If you then turn it around, it still goes forwards.
The current flow has not changed.

To reverse the direction of travel, to drive backwards,
a switch is required that reverses the current flow in the motor.

This switch is the “Remote Control Reversing Gear”
as Märklin called it in the 50th.
Or “Automatic Switch” (seen 1962)
or “Reverse Unit” (seen 1992).
I use the last term in my homepage.

The Reverse Unit is installed invisibly in the locomotive.

The Reverse Unit is an impulse switch
that is operated with a current pulse.

It works in a similar way to a ballpoint pen:
- press once - mine outside,
- press second time - mine inside.

 

How does it work electrically?

The engine and gearbox of the locomotive are designed so that between 4V and 18V is required to run.

This is the working area of the red rotary knob on the transformer.

The Reverse Unit is designed in such a way that - correctly adjusted - it does nothing in this voltage range and the direction of travel remains unchanged.

But if you put a current surge with a significantly higher voltage on the track, namely 24V, by turning the red button to the left beyond zero (or pressing the button down on an older Märklin transformer or pressing a separate button on transformers from other manufacturers), then does it, the mechanical Reverse Unit, *click-rrrrr-click* noticeable. And after that the locomotive drives in the opposite direction.

The electronic successors of the Reverse Unit are silent.

 

Observable reaction of the locomotive to the switchover command

A locomotive from the time between 1938 and 1957, article no. …800…

Sound: click - rrrrr - click

Movement of the locomotive: none or leap, nothing between.

Four operating modes alternating with each actuation,
reaction when turning the knob:
- light on, no movement
- light on, forward driving
- light on, no movement
- light on, revers driving

I describe and show this Reverse Unit below.

 

A locomotive WITHOUT TELEX couplings, with mechanical Reverse Unit:

Sound: click - rrrrr - click

Movement of the locomotive: none (that would be perfect) to slight.

(If the locomotive races off and continues as long as the changeover command is pending, we have to look inside ... See below ...)

 

A locomotive WITH TELEX couplings, with mechanical Reverse Unit:

Sound: click - rrrrr - click

Movement of the locomotive: none (that would be perfect) to slight.

The special feature of this Reverse Unit, which has 4 switch positions, becomes apparent when starting:

1.              After the first switchover from forward travel, the locomotive continues to drive forward, but the ejectors of the TELEX couplings are raised. Attached wagons are uncoupled and stay standing still.

2.             When switching over the second time, the ejectors snap up again. The locomotive then drives backwards normally.

3.             After the third switchover, the locomotive continues to drive backwards, but the ejectors of the TELEX couplings rise again.

4.             With the fourth switchover, the ejectors snap up again. The locomotive then moves forward normally.

A locomotive with a mechanical Reverse Unit and electronic component:

Noise: click - (very quietly) sssss – click

Movement of the locomotive: none

No adjustment necessary

.

An incorrectly set mechanical Reverse Unit can cause the locomotive to stop and hum near top speed. The next time it starts, it may then drive in the opposite direction. See below for troubleshooting ...

A locomotive with an electronic Reverse Unit:

Noise: none

Movement of the locomotive: none

No adjustment possible.

High-efficiency motor and electronically controlled propulsion system:

Noise: none

Movement of the locomotive: none

No adjustment of the reversing function, but of max. speed and acceleration.

with DELTA-control or digital control:

Noise: none

Movement of the locomotive: none

No adjustment possible.

The only thing you should pay attention to with this locomotive is that you operate it with a transformer that is as modern as possible. See page "White - blue - orange ... transformers between fine and evil".

 

The mechanical standard Reverse Unit in detail

When Märklin invented the Reverse Unit, no way had yet been devised to keep the current surge away from the motor. This regularly led to the notorious leaping. If the locomotive is already running very fast with 18V, with 24V it goes off like a rocket.

One such original Reverse Unit is shown in the both videos

original Reverse Unit, manually operated
original Reverse Unit, electrcal operated

This Reverse Unit has 4 switching positions for

1. parking light,
2. drive forward,
3. parking light,
4. Drive backwards.

In the first video I switch it by hand (at that time the locomotives had an additional hand lever for switching. See also the examples in the picture with the various locomotives.)

In the second video I switch electrical. The leaping can be clearly seen.

If the old locomotive does not stop and continue to dash without braking as long as the changeover contact / button is pressed, it should either be a first generation Reverse Unit, that does not have a breaker, or the Reverse Unit is heavily soiled or damaged . More than just adjustment is necessary here.

Later on, contact interruption was developed and "generally" the lokomotive did not move when switching. Only generally, because the current is often faster than the mechanical system. Cleanliness and ease of movement are very important.

We now look at how the mechanics of the Reverse Unit works using the example of the standard Reverse Unit 20824:

(Reference: Märklin-Magazin 2/67 page 24, bottom left (german)).

(Reference: Instruction for fitting the Automatic Switch No. 20 824, version 1962)

(Reference: Installation instructions for Reverse Unit 20824, version 1992).

We have a solenoid and a flap that is magnetically attracted.

The flap moves a slide that lifts a switch plate (the contact break) and turns it to another contact (the switchover).

A spring pulls the slide and the flap back into the basic position when the selenoid is switched off again.

Now it is the case that this selenoid, together with the motor, is constantly connected to the driving voltage. This means that the magnetic force increases with increasing speed.

If the Reverse Unit is correctly set, the spring force that opposes the switchover is large enough. that the flap is certainly not tightened at 18V but only at just under 24V.

In the third video I show the movement of the Reverse Unit.

The fourth video shows the movement of the disconnector / switch.

 

Adjustment

If the Reverse Unit is set incorrectly, two alternative malfunctions can be observed:

1. Spring too weak: At high speed the locomotive stops and switches over.

Remedy:

(Warning: this spring likes to jump off the hook and out of the tweezers, whereupon you can hardly find it. It's a good idea to have a reserve.)

With a pair of tweezers you can unhook the spring and put it back in with one of the next turns.

2. Spring too strong: When switching over, the wheels turn more or less for a brief moment, the locomotive twitches, jumps, leaps out.

Remedy:

Use tweezers to unhook the spring and pull it a few millimeters longer. Then you hang them up again and try them. The next time you try, you pull a few millimeters further than the previous time.

Fine adjustment:

As shown in the article in the Märklin magazine, you can bend the arm to which the spring is attached.

Two brochures are recommended:

 

The TELEX Reverse Unit in detail

There is also a second type of Reverse Unit, namely that for the TELEX coupling. This was developed in principle from the original form of the Reverse Unit by adding a separator against the leaping.

I have described the functional sequence above.

(Reference: Instruction for fitting the No. 21 175 automatic switch, version 1957)

In my 5th video I operate the TELEX Reverse Unit by hand so that the movements can be seen better.

Electrically operated in the 6th video.

You can also install the Reverse Unit in normal steamlocomotives and switch the steam generator, for example.

 

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state: 06.10.2023 20:07

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