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A tunnel boring machine (TBM), also known as a "mole", is a machine used to excavate
tunnel A tunnel is an underground passageway, dug through surrounding soil, earth or rock, and enclosed except for the entrance and exit, commonly at each end. A pipeline is not a tunnel, though some recent tunnels have used immersed tube cons ...
s with a circular cross section through a variety of soil and rock strata. They may also be used for
microtunneling Microtunneling or microtunnelling is a tunnel construction technique used to construct utility tunnels from approximately in diameter. Because of their incredibly small diameter, it is not possible to have an operator driving the tunneling machin ...
. They can be designed to bore through hard rock, wet or dry soil, or
sand Sand is a granular material composed of finely divided mineral particles. Sand has various compositions but is defined by its grain size. Sand grains are smaller than gravel and coarser than silt. Sand can also refer to a textural class o ...
. Tunnel diameters can range from (micro-TBMs) to to date. Tunnels of less than a metre or so in diameter are typically done using trenchless construction methods or horizontal directional drilling rather than TBMs. TBMs can be designed to excavate non-circular tunnels, including u-shaped, horseshoe, square or rectangular tunnels. Tunnel boring machines are used as an alternative to
drilling and blasting Drilling and blasting is the controlled use of explosives and other methods, such as gas pressure blasting pyrotechnics, to break rock for excavation. It is practiced most often in mining, quarrying and civil engineering such as dam, tunnel ...
(D&B) methods in rock and conventional "hand mining" in soil. TBMs have the advantages of limiting the disturbance to the surrounding ground and producing a smooth tunnel wall. This significantly reduces the cost of lining the tunnel, and makes them suitable to use in urban areas. The major disadvantage is the upfront cost. TBMs are expensive to construct, and can be difficult to transport. The longer the tunnel, the less the relative cost of tunnel boring machines versus drill and blast methods. This is because tunneling with appropriate TBMs is much more efficient and shortens completion times. Drilling and blasting however remain the preferred method when working through heavily fractured and sheared rock layers.


History

The first successful tunnelling shield was developed by Sir
Marc Isambard Brunel Sir Marc Isambard Brunel (, ; 25 April 1769 – 12 December 1849) was a French-British engineer who is most famous for the work he did in Britain. He constructed the Thames Tunnel and was the father of Isambard Kingdom Brunel. Born in Franc ...
to excavate the
Thames Tunnel The Thames Tunnel is a tunnel beneath the River Thames in London, connecting Rotherhithe and Wapping. It measures 35 feet (11 m) wide by 20 feet (6 m) high and is 1,300 feet (396 m) long, running at a depth of ...
in 1825. However, this was only the invention of the shield concept and did not involve the construction of a complete tunnel boring machine, the digging still having to be accomplished by the then standard excavation methods. The first boring machine reported to have been built was Henri Maus's ''Mountain Slicer''. Commissioned by the
King of Sardinia The following is a list of rulers of Sardinia, in particular, of the monarchs of the Kingdom of Sardinia and Corsica from 1323 and then of the Kingdom of Sardinia from 1479 to 1861. Early history Owing to the absence of written sources, little ...
in 1845 to dig the
Fréjus Rail Tunnel The Fréjus Rail Tunnel (also called Mont Cenis Tunnel) is a rail tunnel of length in the European Alps, carrying the Turin–Modane railway through Mont Cenis to an end-on connection with the Culoz–Modane railway and linking Bardonecchia i ...
between France and Italy through the
Alps The Alps () ; german: Alpen ; it, Alpi ; rm, Alps ; sl, Alpe . are the highest and most extensive mountain range system that lies entirely in Europe, stretching approximately across seven Alpine countries (from west to east): France, Swi ...
, Maus had it built in 1846 in an arms factory near
Turin Turin ( , Piedmontese: ; it, Torino ) is a city and an important business and cultural centre in Northern Italy. It is the capital city of Piedmont and of the Metropolitan City of Turin, and was the first Italian capital from 1861 to 1865. The ...
. It consisted of more than 100 percussion drills mounted in the front of a locomotive-sized machine, mechanically power-driven from the entrance of the tunnel. The
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affected the funding, and the tunnel was not completed until 10 years later, by using less innovative and less expensive methods such as pneumatic drills.Hapgood, Fred, "The Underground Cutting Edge: The innovators who made digging tunnels high-tech",''Invention & Technology'' Vol.20, #2, Fall 2004
In the United States, the first boring machine to have been built was used in 1853 during the construction of the
Hoosac Tunnel The Hoosac Tunnel (also called Hoosic or Hoosick Tunnel) is a active railroad tunnel in western Massachusetts that passes through the Hoosac Range, an extension of Vermont's Green Mountains. It runs in a straight line from its east portal, al ...
in northwest Massachusetts. Made of cast iron, it was known as ''Wilson's Patented Stone-Cutting Machine'', after inventor Charles Wilson. It drilled 10 feet into the rock before breaking down. (The tunnel was eventually completed more than 20 years later, and as with the Fréjus Rail Tunnel, by using less ambitious methods.) Wilson's machine anticipated modern TBMs in the sense that it employed cutting discs, like those of a
disc harrow A disc harrow is a harrow whose cutting edges are a row of concave metal discs, which may be scalloped or set at an oblique angle. It is an agricultural implement that is used to till the soil where crops are to be planted. It is also used to ...
, which were attached to the rotating head of the machine. In contrast to traditional chiseling or drilling and blasting, this innovative method of removing rock relied on simple metal wheels to apply a transient high pressure that fractured the rock. In 1853, the American Ebenezer Talbot also patented a TBM that employed Wilson's cutting discs, although they were mounted on rotating arms, which in turn were mounted on a rotating plate. In the 1870s, John D. Brunton of England built a machine employing cutting discs that were mounted eccentrically on rotating plates, which in turn were mounted eccentrically on a rotating plate, so that the cutting discs would travel over almost all of the rock face that was to be removed. The first TBM that tunneled a substantial distance was invented in 1863 and improved in 1875 by British Army officer Major
Frederick Edward Blackett Beaumont Frederick Edward Blackett Beaumont (22 October 1833 – 20 August 1899) was an English Army officer and politician. A member of the Royal Engineers, he produced several inventions, including a tunnel boring machine which bore his name, and the Bea ...
(1833–1895); Beaumont's machine was further improved in 1880 by British Army officer Major Thomas English (1843–1935). In 1875, the French National Assembly approved the construction of a tunnel under the
English Channel The English Channel, "The Sleeve"; nrf, la Maunche, "The Sleeve" (Cotentinais) or ( Jèrriais), (Guernésiais), "The Channel"; br, Mor Breizh, "Sea of Brittany"; cy, Môr Udd, "Lord's Sea"; kw, Mor Bretannek, "British Sea"; nl, Het Kana ...
and the
British Parliament The Parliament of the United Kingdom is the supreme legislative body of the United Kingdom, the Crown Dependencies and the British Overseas Territories. It meets at the Palace of Westminster, London. It alone possesses legislative suprem ...
supported a trial run using English's TBM. Its cutting head consisted of a conical drill bit behind which were a pair of opposing arms on which were mounted cutting discs. From June 1882 to March 1883, the machine tunneled, through chalk, a total of 1,840 m (6,036 ft). A French engineer,
Alexandre Lavalley Alexandre-Théodore Lavalley, (October 9, 1821 – July 20, 1892) was an engineer and French politician. Paul Borel and Lavalley were contractors of the Suez Canal Company who designed, built, and operated the dredging machines that finished exca ...
, who was also a Suez Canal contractor, used a similar machine to drill 1,669 m (5,476 ft) from
Sangatte Sangatte (; ) is a commune in the Pas-de-Calais department on the northern coast of France on the English Channel. The name is of Flemish origin, meaning hole or gap in the sand. Engineering Sangatte is the location for the Channel Tunnel's ...
on the French side. However, despite this success, the cross-Channel tunnel project was abandoned in 1883 after the British military raised fears that the tunnel might be used as an invasion route. Nevertheless, in 1883, this TBM was used to bore a railway ventilation tunnel — 7 feet (2.1 m) in diameter and 6,750 feet (2 km) long — between
Birkenhead Birkenhead (; cy, Penbedw) is a town in the Metropolitan Borough of Wirral, Merseyside, England; historically, it was part of Cheshire until 1974. The town is on the Wirral Peninsula, along the south bank of the River Mersey, opposite Liver ...
and
Liverpool Liverpool is a city and metropolitan borough in Merseyside, England. With a population of in 2019, it is the 10th largest English district by population and its metropolitan area is the fifth largest in the United Kingdom, with a populat ...
, England, through sandstone under the Mersey River. During the late 19th and early 20th century, inventors continued to design, build, and test TBMs in response to the need for tunnels for railroads, subways, sewers, water supplies, etc. TBMs employing rotating arrays of drills or hammers were patented. TBMs that resembled giant
hole saw A hole saw (also styled holesaw), also known as a hole cutter, is a saw blade of annular (ring) shape, whose annular kerf creates a hole in the workpiece without having to cut up the core material. It is used in a drill. Hole saws typically ...
s were proposed. Other TBMs consisted of a rotating drum with metal tines on its outer surface, or a rotating circular plate covered with teeth, or revolving belts covered with metal teeth. However, these TBMs proved expensive, cumbersome, and unable to excavate hard rock; interest in TBMs therefore declined. Nevertheless, TBM development continued in potash and coal mines, where the rock was softer. A TBM with a bore diameter of was manufactured by The Robbins Company for Canada's Niagara Tunnel Project. The machine was used to bore a hydroelectric tunnel beneath
Niagara Falls Niagara Falls () is a group of three waterfalls at the southern end of Niagara Gorge, spanning the border between the province of Ontario in Canada and the state of New York in the United States. The largest of the three is Horseshoe Fall ...
. The machine was named "Big Becky" in reference to the Sir
Adam Beck Sir Adam Beck (June 20, 1857 – August 15, 1925) was a Canadian politician and hydroelectricity advocate who founded the Hydro-Electric Power Commission of Ontario. Biography Beck was born in Baden, Upper Canada (now Ontario) to German i ...
hydroelectric dams to which it tunnelled to provide an additional hydroelectric tunnel. An
earth pressure balance Earth pressure balance, or EPB, is a mechanised tunneling method in which the excavated material is used to support the tunnel face whilst it is being plasticised using foams/slurry & other additives to make it transportable and impermeable. The s ...
TBM known as
Bertha Bertha is a female Germanic name, from Old High German ''berhta'' meaning "bright one". It was usually a short form of Anglo Saxon names ''Beorhtgifu'' meaning "bright gift" or ''Beorhtwynn'' meaning "bright joy". The name occurs as a theonym, s ...
with a bore diameter of was produced by
Hitachi Zosen Corporation is a major Japanese industrial and engineering corporation. It produces waste treatment plants, industrial plants, precision machinery, industrial machinery, steel mill process equipment, steel structures, construction machinery, tunnel boring ma ...
in 2013. It was delivered to
Seattle Seattle ( ) is a seaport city on the West Coast of the United States. It is the seat of King County, Washington. With a 2020 population of 737,015, it is the largest city in both the state of Washington and the Pacific Northwest regio ...
,
Washington Washington commonly refers to: * Washington (state), United States * Washington, D.C., the capital of the United States ** A metonym for the federal government of the United States ** Washington metropolitan area, the metropolitan area centered o ...
, for its Highway 99 tunnel project. The machine began operating in July 2013, but stalled in December 2013 and required substantial repairs that halted the machine until January 2016. Bertha completed boring the tunnel on April 4, 2017. Two TBM's supplied by CREG excavated two tunnels for
Kuala Lumpur , anthem = ''Maju dan Sejahtera'' , image_map = , map_caption = , pushpin_map = Malaysia#Southeast Asia#Asia , pushpin_map_caption = , coordinates = , sub ...
's Rapid Transit with a boring diameter of 6,67m. The medium was water saturated sandy mudstone, schistose mudstone, highly weathered mudstone as well as alluvium. It achieved a maximum advance rate of more than 345m/month. The world's largest ''hard rock'' TBM, known as Martina, was built by Herrenknecht AG. Its excavation diameter was , total length ; excavation area of , thrust value 39,485 t, total weight 4,500 tons, total installed capacity 18 MW. Its yearly energy consumption was about 62 million kWh). It is owned and operated by the Italian construction company Toto S.p.A. Costruzioni Generali (Toto Group) for the Sparvo gallery of the Italian Motorway Pass A1 ("Variante di Valico A1"), near Florence. The same company built the world's largest-diameter slurry TBM, excavation diameter of , owned and operated by the French construction company Dragages Hong Kong (Bouygues' subsidiary) for the Tuen Mun Chek Lap Kok link in Hong Kong.


Types

Modern TBMs typically consist of the rotating cutting wheel, called a cutter head, followed by a main bearing, a thrust system and trailing support mechanisms. The type of machine used depends on the particular geology of the project, the amount of ground water present and other factors.


Hard rock TBMs

In hard rock, either shielded or open-type TBMs can be used. Hard rock TBMs cut rock with discs mounted in the cutter head. The disc cutters create compressive stress fractures in the rock, cracking chips from the tunnel face. The excavated rock (muck) is transferred through openings in the cutter head to a belt conveyor that carries it through the machine to a system of conveyors or muck cars. Open-type TBMs have no shield, leaving the area behind the cutter head open for rock support. To advance, the machine uses a gripper system that pushes against the tunnel walls. Machines such as a Wirth machine can be steered only while ungripped. Other machines can be continuously steered. When gripped, the machine pushes forward. At the end of a cycle, the rear legs are lowered, while the grippers and propel cylinders are retracted and the machine advances. The grippers then reengage and the rear legs lift for the next boring cycle. Open-type, or Main Beam machines do not install concrete segments behind. Instead, the rock is held up using ground support methods such as ring beams, rock bolts,
shotcrete Shotcrete, gunite (), or sprayed concrete is concrete or mortar conveyed through a hose and pneumatically projected at high velocity onto a surface, as a construction technique, first used in 1907 invented by Carl Akeley. It is typically ...
, steel straps, ring steel and wire mesh. In fractured rock, shielded TBMs can be used. They erect concrete segments behind the machine to support tunnel walls. Double Shield TBMs have two modes; in stable ground they grip the tunnel walls to advance. In unstable, fractured ground, the thrust is shifted to thrust cylinders that push against the tunnel segments behind the machine. This keeps the thrust forces from impacting fragile tunnel walls. Single Shield TBMs operate in the same way, but are used only in fractured ground, as they can only push against concrete segments.


Soft ground TBMs

In soft ground, the three main types of TBMs are:
Earth Pressure Balance Earth pressure balance, or EPB, is a mechanised tunneling method in which the excavated material is used to support the tunnel face whilst it is being plasticised using foams/slurry & other additives to make it transportable and impermeable. The s ...
Machines (EPB), Slurry Shield (SS) and open-face. Both types of closed machines operate like Single Shield TBMs, using thrust cylinders to advance by pushing off against concrete segments. EPB machines are used in soft ground with less than 7 bar of pressure. The cutter head uses a combination of
tungsten carbide Tungsten carbide (chemical formula: WC) is a chemical compound (specifically, a carbide) containing equal parts of tungsten and carbon atoms. In its most basic form, tungsten carbide is a fine gray powder, but it can be pressed and formed into ...
cutting bits, carbide disc cutters, drag picks and/or hard rock disc cutters. The EPB machine's name come from the use of excavated material to create pressure at the tunnel face. Pressure is maintained by controlling the rate of extraction of spoil (using an
Archimedes screw The Archimedes screw, also known as the Archimedean screw, hydrodynamic screw, water screw or Egyptian screw, is one of the earliest hydraulic machines. Using Archimedes screws as water pumps (Archimedes screw pump (ASP) or screw pump) dates back ...
) and the advance rate. Additives such as
bentonite Bentonite () is an absorbent swelling clay consisting mostly of montmorillonite (a type of smectite) which can either be Na-montmorillonite or Ca-montmorillonite. Na-montmorillonite has a considerably greater swelling capacity than Ca-m ...
, polymers and foam can be injected ahead of the face to increase ground stability. Additives can be injected in the cutterhead/extraction screw to ensure that the spoil remains sufficiently cohesive to form a plug in the screw to maintain pressure and restrict water flow. In soft ground with high water pressure or where ground conditions are granular (sands and gravels) to the extent that a plug cannot be formed in the screw, Slurry Shield TBMs are employed. The cutterhead is filled with pressurised slurry that applies hydrostatic pressure to the excavation face. The slurry acts as a transport medium by mixing with the excavated material before it is pumped out of the cutterhead to a slurry separation plant, usually outside the tunnel. Slurry separation plants are multi-stage filtration systems, which separate spoil from the slurry to allow reuse. The limit to which slurry can be 'cleaned' depends on the relative particle size of the excavated material. Slurry TBMs are not suitable for silts and clays as the particle sizes of the spoil are less than that of the bentonite clay from which the slurry is made. In this case, the slurry is separated into water, which can be recycled and a clay cake, which may be polluted, that is pressed from the water. Open face TBMs in soft ground rely on the face of the excavated ground to stand up without support for a short interval. This makes them suitable for use in rock types with a strength of up to 10MPa or so, and with low water inflows. Face sizes in excess of 10 metres can be excavated in this manner. The face is excavated using a backactor arm or cutter head to within 150mm of the edge of the shield. The shield is jacked forward and cutters on the front of the shield cut the remaining ground to the same circular shape. Ground support is provided by precast concrete, or occasionally spheroidal graphite iron (SGI) segments that are bolted or supported until a full support ring has been erected. A final segment, called the key, is wedge-shaped, and expands the ring until it is tight against the circular cut of the ground left behind. While the use of TBMs relieves the need for large numbers of workers to labor at high pressures, a caisson system is sometimes formed at the cutting head for slurry shield TBMs. Workers entering this space for inspection, maintenance and repair need to be medically cleared as "fit to dive" (to survive the elevated pressure) and trained in the operation of the locks. Herrenknecht AG designed a soft ground TBM for the Orlovski Tunnel, a project in
Saint Petersburg Saint Petersburg ( rus, links=no, Санкт-Петербург, a=Ru-Sankt Peterburg Leningrad Petrograd Piter.ogg, r=Sankt-Peterburg, p=ˈsankt pʲɪtʲɪrˈburk), formerly known as Petrograd (1914–1924) and later Leningrad (1924–1991), i ...
, but it was never built.


Micro-tunnel shield method

Micro tunnel shield method is a digging technique used to construct small tunnels, and diminish in size of general
tunnelling shield A tunnelling shield is a protective structure used during the excavation of large, man-made tunnels. When excavating through ground that is soft, liquid, or otherwise unstable, there is a potential health and safety hazard to workers and the pro ...
. Micro tunnel boring machines are quite similar to general tunnelling shields but on a smaller scale. They generally vary from , too small for operators to walk in.


Backup systems

Behind all types of tunnel boring machines, in the finished part of the tunnel, are trailing support decks known as the backup system, whose mechanisms can include conveyors or other systems for muck removal; slurry
pipeline Pipeline may refer to: Electronics, computers and computing * Pipeline (computing), a chain of data-processing stages or a CPU optimization found on ** Instruction pipelining, a technique for implementing instruction-level parallelism within a s ...
s (if applicable); control rooms; electrical, dust-removal and ventilation systems; and mechanisms for transport of pre-cast segments.


Urban tunnelling and near-surface tunnelling

Urban tunnelling has the special requirement that the surface remain undisturbed, and that ground subsidence be avoided. The normal method of doing this in soft ground is to maintain soil pressures during and after construction. TBMs with positive face control, such as EPB and SS, are used in such situations. Both types (EPB and SS) are capable of reducing the risk of surface subsidence and voids if ground conditions are well documented. When tunnelling in urban environments, other tunnels, existing utility lines and deep foundations must be considered, and the project must accommodate measures to mitigate any detrimental effects to other infrastructure.


See also

* Channel Tunnel *
New Austrian Tunnelling method The New Austrian tunneling method (NATM), also known as the sequential excavation method (SEM) or sprayed concrete lining method (SCL), is a method of modern tunnel design and construction employing sophisticated monitoring to optimize various wa ...
*
Roadheader A roadheader, also called a boom-type roadheader, road header machine, road header or just header machine, is a piece of excavating equipment consisting of a boom-mounted cutting head, a loading device usually involving a conveyor, and a crawler t ...
*
Subterrene A subterrene ( lat, subterrina, russian: Подземная лодка) is a vehicle that travels underground (through solid rock or soil) much as a submarine travels underwater, either by mechanical drilling, or by melting its way forward. Sub ...
*
Trenchless technology Trenchless technology is a type of subsurface construction work that requires few trenches or no continuous trenches. It is a rapidly growing sector of the construction and civil engineering industry. It can be defined as "a family of methods, mate ...


Notes


References

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Further reading

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External links


2.M-30 EPB Tunnel Boring Machine – the largest built in the world Video on how a tunnel boring machine works
{{DEFAULTSORT:Tunnel Boring Machine British inventions 19th-century inventions