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Steam locomotive



 
 


A steam locomotive is a locomotive
Locomotive

A locomotive is a Rail transport vehicle that provides the motive power for a train. The word originates from the Latin language loco - "from a place", Ablative case of locus, "place" + Medieval Latin motivus, "causing motion", and is a shortened form of the term locomotive engine,....
 powered by steam
Steam

In physical chemistry, and in engineering, steam refers to vaporized water. It is a pure, completely invisible gaseous phase . At standard temperature and pressure, pure steam occupies about 1,600 times the volume of an equal mass of liquid water....
. The term usually refers to its use on railways, but can also refer to a "road locomotive" such as a traction engine
Traction engine

A traction engine is a self-propelled steam engine used to move heavy loads on roads, plough ground or to provide power at a chosen location. The name derives from the Latin tractus, meaning 'drawn', since the prime function of any traction engine is to draw a load behind it....
 or steamroller
Steamroller

A steamroller is a form of road roller – a type of heavy construction machinery used for levelling surfaces, such as roads or airfields – that is powered by a steam engine....
.

Steam locomotives dominated railroad usage from the start of the 19th century, when they were invented, until the mid 20th century.






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92220 Evening Star (dave Cooper)


A steam locomotive is a locomotive
Locomotive

A locomotive is a Rail transport vehicle that provides the motive power for a train. The word originates from the Latin language loco - "from a place", Ablative case of locus, "place" + Medieval Latin motivus, "causing motion", and is a shortened form of the term locomotive engine,....
 powered by steam
Steam

In physical chemistry, and in engineering, steam refers to vaporized water. It is a pure, completely invisible gaseous phase . At standard temperature and pressure, pure steam occupies about 1,600 times the volume of an equal mass of liquid water....
. The term usually refers to its use on railways, but can also refer to a "road locomotive" such as a traction engine
Traction engine

A traction engine is a self-propelled steam engine used to move heavy loads on roads, plough ground or to provide power at a chosen location. The name derives from the Latin tractus, meaning 'drawn', since the prime function of any traction engine is to draw a load behind it....
 or steamroller
Steamroller

A steamroller is a form of road roller – a type of heavy construction machinery used for levelling surfaces, such as roads or airfields – that is powered by a steam engine....
.

Steam locomotives dominated railroad usage from the start of the 19th century, when they were invented, until the mid 20th century. Steam locomotives were gradually improved and developed in their over 150 years of development and use. Starting in about 1930 other types of engines were developed and steam locomotives were gradually superseded by diesel
Diesel locomotive

A Diesel locomotive is a type of railroad locomotive in which the prime mover is a Diesel engine. Several types of Diesel locomotive have been developed, the principal distinction being in the means by which the prime mover's mechanical power is conveyed to the driving wheels ....
 and electric locomotive
Electric locomotive

An electric locomotive is a locomotive powered by electricity from an external source. Sources include overhead lines, third rail, or an on-board electricity storage device such as a battery or flywheel energy storage system....
s.

Origins

Locomotive Trevithick
Stephenson's Rocket Drawing
See also: History of rail transport
History of rail transport

The history of rail transport dates back nearly 500 years, and includes systems with man or horse power and rail tracks of wood or stone. Modern rail transport systems first appeared in England in the 1820s....
, :Category:Early steam locomotives


The earliest railways employed horses to draw carts along railed tracks
Rail tracks

Rail tracks are used on rail transports , which, together with Railroad switch , guide trains without the need for steering. Tracks consist of two parallel steel Rail profile, which are laid upon Railroad tie that are embedded in track ballast to form the railroad track....
.

As the development of steam engine
Steam engine

File:Steam-powered fire engine.jpgA steam engine is a heat engine that performs mechanical work using steam as its working fluid.Steam engines have a long history, going back at least 2000 years....
s progressed through the 1700s, various attempts were made to apply them to road and railway use. The first working model of a steam rail locomotive was designed and constructed by John Fitch
John Fitch (inventor)

John Fitch was an American inventor, clockmaker, and bronzesmith who built the first recorded steam powered ship in the United States. He also invented the first working model of a steam locomotive....
 in the United States
United States

The United States of America is a Federal government constitutional republic comprising U.S. state and a federal district. The country is situated mostly in central North America, where its Contiguous United States and Washington, D.C., the Capital districts and territories, lie between the Pacific Ocean and Atlantic Oceans, Borders of the U...
 in 1794. The first full scale steam rail locomotive was built in Great Britain
Great Britain

Great Britain is an island lying to the northwest of Continental Europe. It is the List of islands by area, and the largest in Europe. With a population of 58.9 million people it is List of islands by population....
 in 1804 by Richard Trevithick
Richard Trevithick

Richard Trevithick was a British nationality inventor, mining engineer and builder of the first working railway steam locomotive....
 and Andrew Vivian
Andrew Vivian

Andrew Vivian was a Cornish people mechanical engineer, inventor, and mine captain of the famous Dolcoath mine in Cornwall.In partnership with his cousin Richard Trevithick, the inventor of "high pressure" steam engines, and the entrepreneur Davies Gilbert, Vivian financed the production of the first steam carriage and was granted a joint...
. It ran with mixed success on the narrow gauge "Penydarren
Penydarren

Penydarren Ironworks was the fourth of the great ironworks established at Merthyr Tydfil in South Wales Wales. It was built in 1784 by the brothers Samuel Homfray, Jeremiah Homfray, and Thomas Homfray, all sons of Francis Homfray of Stourbridge....
 tramroad" at Merthyr Tydfil
Merthyr Tydfil

Merthyr Tydfil is a town and county borough in Wales, with a population of about 55,000. It was formerly in the historic county of Glamorgan. It is often referred to simply as 'Merthyr'....
 in Wales
Wales

native_name = Cymru|conventional_long_name = Wales|common_name = Wales|image_flag = Flag of Wales 2.svg|national_motto = ...
. Then followed the successful twin cylinder locomotive by Christopher Blackett's team built at Wylam
Wylam

 Wylam is a small village about west of Newcastle upon Tyne. It is part of the district of Tynedale in the county of Northumberland.It is famous for the being the birthplace of George Stephenson, one of the early rail pioneers....
 in 1811, closely followed by Matthew Murray
Matthew Murray

Matthew Murray was a steam engine and machine tool manufacturer, who designed and built the first commercially viable steam locomotive, the twin cylinder The Salamanca in 1812....
s' rack locomotive for the edge railed
Wagonway

Wagonways are the horses, equipment, and tracks used for hauling wagons which preceded steam powered rail transports. There are two styles of waggonway and two spellings....
 Middleton Railway
Middleton Railway

The Middleton Steam Railway is the world's oldest continuously working railway. It was founded in 1758 and is now a heritage railway run by enthusiasts since 1960....
 in 1812. These early efforts culminated in 1829 with the Rainhill Trials
Rainhill Trials

The Rainhill Trials were an important competition in the early days of steam locomotive railways, run in October 1829 in Rainhill, Lancashire ....
 and the opening of the Liverpool and Manchester Railway
Liverpool and Manchester Railway

The Liverpool and Manchester Railway was the world's first inter-city passenger railway in which all the trains were timetabled and were hauled for most of the distance solely by steam locomotives....
 a year later making exclusive use of steam power for both passenger and freight trains.

The United States started developing steam locomotives in 1829 with the Baltimore and Ohio Railroad
Baltimore and Ohio Railroad

The Baltimore and Ohio Railroad was one of the oldest railroads in the United States and the first common carrier railroad. At first this railroad was located entirely in the state of Maryland with an original line from the port of Baltimore, Maryland, west to Sandy Hook, Maryland....
's Tom Thumb
Tom Thumb (locomotive)

Tom Thumb was the first United States-built steam locomotive used on a common-carrier railroad. Designed and built by Peter Cooper in 1830, it was designed to convince owners of the newly formed Baltimore and Ohio Railroad to use steam engines....
. This was the first locomotive to run in America, although it was intended as a demonstration of the potential of steam traction, rather than as a revenue-earning locomotive. The first successful steam railway in the US was the South Carolina Railroad whose inaugural train ran in December 1830 hauled by the Best Friend of Charleston
Best Friend of Charleston

The Best Friend of Charleston was a steam-powered railroad locomotive. It is widely acclaimed as the first locomotive to be built entirely within the United States....
. Many of the earliest locomotives for American railroads were imported from England, including the Stourbridge Lion
Stourbridge Lion

The Stourbridge Lion was a railroad steam locomotive. It was not only the first locomotive to be operated in the United States, it was also one of the first locomotives to operate outside of England, where it was manufactured in 1828....
 and the John Bull
John Bull (locomotive)

The John Bull is an English-built railroad steam locomotive that operated in the United States. It was operated for the first time on September 15, 1831, and it became the oldest operable steam locomotive in the world when the Smithsonian Institution operated it in 1981....
, but a domestic locomotive manufacturing industry was quickly established, with locomotives like the DeWitt Clinton
DeWitt Clinton (locomotive)

The DeWitt Clinton of the Mohawk and Hudson Railroad was the first steam locomotive to operate in the state of New York and the fourth built in the United States....
 being built in the 1830s.

Basic form


Boiler

The typical steam locomotive employs a steel fire-tube boiler
Fire-tube boiler

A fire-tube boiler is a type of boiler in which hot gases from a fire pass through one or more tubes running through a sealed container of water....
 that contains pressurized water and steam. A firebox is normally located in the rear of the boiler (chimney in front). The firebox has a water filled steel chamber surrounding the top and sides of the flame in the firebox. If wood or coal is used to make the fire in the firebox it is built on a set of grates where ashes may be separated from the burning fuel. These ashes have to be periodically removed from the engine. If wood or coal are the fuel used in the firebox there is a door at the rear of the firebox that is opened to add more fuel. If oil is used there nearly always is a door for adjusting the air flow, maintenance or for cleaning the oil jets. To extract even more heat, the smoke and hot air from the combustibles in the firebox travel horizontally several feet (cm) down a hollow bundle of parallel tubes buried in the water in the boiler and welded to the front of the boiler. The combination of heat extracted in the firebox and tubes in the boiler
Boiler (steam generator)

A 'boiler' or 'steam generator' is a device used to create steam by applying heat energy to water. Although the definitions are somewhat flexible, it can be said that older steam generators were commonly termed boilers and worked at low to medium pressure , but at pressures above that figure it is more usual to speak of a steam gener...
 are used to convert the water to pressurized steam in the boiler. To minimize heat loss from the boiler it is normally surrounded with layers of insulation. The water and steam in the boiler is kept pressurized to raise the boiling temperature of the water and generate high pressure steam. The amount of pressure in the boiler is monitored by the engineer or fireman by a gauge mounted in the cab. Excess steam pressure can be released manually or may blow a safety valve. Too much pressure may cause the boiler to burst potentially killing the crew as well as disabling the engine.

At the front of the boiler is the smokebox
Smokebox

A smokebox is one of the major basic parts of a steam locomotive. Smoke and hot gases pass from the Firebox through tubes where they thermodynamics in the boiler....
, where steam is ejected into the chimney (US: "smoke stack") drawing the smoke and hot air through the fire tubes in the boiler and out the top of the chimney. The combustion in a typical steam engine is not very complete leading to a prodigious amount of smoke and often sparks being produced. This made these engines very dirty to live around as well as being an acute hazard while passing through a forest, tunnel or snow shed.

The steam generated in the boiler is used to drive the locomotive and for other purposes (whistles, brakes, pumps, air flow etc.) as needed. This constant use of water (steam) requires that the boiler have water continually pumped (usually automatically) into it to keep its water level up. The source of this water, an unpressurized water tank, must be periodically refilled at water stops. The water level in the boiler is normally monitored with a transparent tube or gauge. If the boiler runs low on water the fire in the firebox may melt a hole in the steel in the boiler--causing a boiler explosion. One of the hazards of boilers for many years was the failure of the steel boiler causing an explosion which could kill the crew. Start up on a large engine may take an hour or more of preliminary heating of the water in the boiler before its ready to go. Scale may build up in boiler that prevents good heat transfer. Corrosion eventually makes the boiler unsafe and it has to be rebuilt or replaced. In a wreck or accident the boiler may burst again potentially hurting or killing the crew. These are several of the serious disadvantages a steam engine has that lead to their eventual replacement by other engines that require much less maintenance and are safer and cleaner.

Steam circuit

The steam generated in the boiler fills the steam space above the water in the partially-filled boiler. Its maximum working pressure is limited by spring-loaded safety valves. It is then collected either in a perforated tube fitted above the water level or from a dome that often houses the regulator valve, or throttle, the purpose of which is to control the amount of steam leaving the boiler. The steam then either travels directly along and down a steam pipe to the engine unit or may first pass into the wet header of a superheater
Superheater

A superheater is a device in a steam engine that heats the steam generated by the boiler again, increasing its thermal energy and decreasing the likelihood that it will condense inside the engine ....
, the role of the latter being to improve thermal efficiency and eliminate water droplets suspended in the "saturated steam", the state in which it leaves the boiler. On leaving the superheater, the steam exits the dry header of the superheater and passing down a steam pipe entering the steam chests adjacent to the cylinders of a reciprocating engine. Inside each steam chest is a sliding valve that distributes the steam via ports that connect the steam chest to the ends of the cylinder space. The role of the valves is twofold: admission of each fresh dose of steam and exhaust of the used steam once it has done its work.

The cylinders are double acting, with steam admitted to each side of the piston in turn. In a two-cylinder locomotive, one cylinder is located on each side of the locomotive. The cranks are set 90° out of phase. During a full rotation of the driving wheel, steam provides four power strokes; each cylinder receives two injections of steam per revolution. The first stroke is to the front of the piston and the second stroke to the rear of the piston; hence two working strokes. Consequently two deliveries of steam onto each piston face in two cylinders generates a full revolution of the driving wheel. Each piston is connected to the driving axle on each side by a connecting rod, the driving wheels are connected together by coupling rod
Coupling rod

A coupling rod or side rod connects the driving wheels of a locomotive. Steam locomotives in particular usually have them, but some Diesel locomotive and Electric locomotive locomotives, especially older ones and Switcher, also have them....
s to transmit power from the main driver to the other wheels. At the two "dead centres", when the connecting rod is on the same axis as the crankpin on the driving wheel, it will be noted that no turning force can be applied. Since the two sides are 90° out of phase, only one side can be at dead centre at a time.

Each piston
Piston

A piston is a component of reciprocating engines, pumps and gas compressors. It is located in a Cylinder and is made gas-tight by piston rings....
 transmits power directly through a connecting rod
Connecting rod

In a reciprocating piston engine, the connecting rod or conrod connects the piston to the crank or crankshaft. The connecting rod was invented sometime between 1174 and 1200 when a Inventions in medieval Islam, Timeline of Islamic science and engineering and Artisan named al-Jazari built five machines to pump water for the kings of t...
 (US: main rod) and a crankpin (US: wristpin) on the driving wheel
Driving wheel

On a steam locomotive, a driving wheel is a powered wheel which is driven by the locomotive's pistons . On a conventional, non-articulated locomotive, the driving wheels are all coupled together with side rods ; normally one pair is directly driven by the main rod which is connected to the end of the piston rod; power is transmitted to th...
 (US main driver) or to a crank
Crank

Crank may refer to:...
 on a driving axle. The movement of the valves in the steam chest is controlled through a set of rods and linkages called the valve gear
Valve gear

The valve gear of a steam engine is the mechanism that operates the inlet and exhaust valves to admit steam into the cylinder and allow exhaust steam to escape, respectively, at the correct points in the cycle....
, actuated from the driving axle or else from the crankpin; the valve gear includes devices that allow reversing the engine, adjusting valve travel and the timing of the admission and exhaust events. The cut-off
Cutoff (steam engine)

In a steam engine, cutoff is the point in the piston stroke at which the inlet valve is closed.The point at which the inlet valve closes and stops the entry of steam into the cylinder from the boiler plays a crucial role in the control of a steam engine....
 point determines the moment when the valve blocks a steam port, "cutting off" admission steam and thus determining the proportion of the stroke, during which steam is admitted into the cylinder; for example a 50% cut-off admits steam for half the stroke of the piston. The remainder of the stroke is driven by the expansive force of the steam. Careful use of cut-off provides economical use of steam and, in turn, reduces fuel and water consumption. The reversing lever (US: Johnson bar
Johnson bar

A Johnson bar is a hand lever with several distinct positions and a positive clutch to hold the lever in the selected position. The positive clutch is typically activated with a spring-loaded squeeze handle on the lever so that only one hand is needed to release the clutch, move the lever, then reengage the clutch....
), or screw-reverser, (if so equipped) which controls the cut-off therefore performs a similar function to a gearshift in an automobile
Automobile

An automobile or motor car is a wheeled motor vehicle for transportation passengers, which also carries its own car engine or motor. Most definitions of the term specify that automobiles are designed to run primarily on roads, to have seating for one to eight people, to typically have four wheels, and to be constructed principally f...
- 100% cut-off , providing maximum tractive effort
Tractive effort

Tractive effort is the pulling Force exerted, by a locomotive or other vehicle. The term is used specifically in railway terminology.The tractive effort value can be either a theorectical or experimentally obtained value, and will usually be quoted under normal operating conditions....
 at the expense of efficiency, is used to pull away from a standing start, whilst a cut-off as low as 10% is used when cruising, providing reduced tractive effort with lower fuel/water consumption.

Walschaerts Motion
Exhaust steam (or unused steam if the engine is stopped) is directed upwards to the atmosphere through the chimney, by way of a nozzle called a blastpipe
Blastpipe

The blastpipe is part of a steam locomotive that discharges exhaust steam from the cylinder s into the smokebox beneath the chimney in order to increase the Boiler#Controlling draft through the fire....
 that gives rise to the familiar "chuffing" sound of the steam locomotive. The blastpipe is placed at a strategic point inside the smokebox that is at the same time traversed by the combustion gases drawn through the boiler and grate by the action of the steam blast. The combining of the two streams, steam and exhaust gases, is crucial to the efficiency of any steam locomotive and the internal profiles of the chimney, (or more strictly speaking, the ejector) require careful design and adjustment. This has been the object of intensive studies by a number of engineers (and almost totally ignored by others with sometimes catastrophic effect). The fact that the draught depends on the exhaust pressure means that power delivery and power generation are automatically self-adjusting and among other issues, a balance has to be struck between obtaining sufficient draught for combustion whilst giving the exhaust gases and particles sufficient time to be consumed. In the past, fierce draught could lift the fire off the grate, or cause the ejection of unburnt particles of fuel, dirt and pollution for which steam locomotives had an unenviable reputation in the past. Moreover, the pumping action of the exhaust has the counter effect of exerting back pressure on the side of the piston receiving steam, thus slightly reducing cylinder power. Designing the exhaust ejector has become a specific science in which Chapelon
André Chapelon

Andr? Chapelon was a noted French mechanical engineer and designer of advanced steam locomotives. Engineer of Ecole Centrale Paris, he was one of very few locomotive designers who brought a rigorous scientific method to their design, and he sought to apply up-to-date knowledge and theories in subjects such as thermodynamics and gas/fluid flo...
, Giesl
Adolph Giesl-Gieslingen

Adolph Giesl-Gieslingen was an Austrians locomotive designer and engineer.Giesl-Gieslingen was born in 1903 in Trient, Tyrol , and studied at the Technische Universit?t Wien in Vienna, where he received his diploma as an engineer in 1925....
  and Porta
Livio Dante Porta

Livio Dante Porta was an Argentina Locomotive#Steam engineer. He is particularly remembered for his innovative modifications to existing locomotive systems in order to obtain higher performance, energy efficiency and reduced pollution....
 were successive masters, and was largely responsible for spectacular improvements in thermal efficiency and a significant reduction in maintenance time and pollution. A similar system was used by some early gasoline/kerosene tractor
Tractor

File:John Deere 3350 tractor cut.JPGA tractor is a vehicle specifically designed to deliver a high tractive effort at slow speeds, for the purposes of hauling a trailer or machinery used in agriculture or construction....
 manufacturers (Advance-Rumely
Advance-Rumely

The Advance-Rumely Company of La Porte, Indiana was organized in 1915 as a producer of many types of agricultural machinery, most notably threshing machines and large tractors....
/Hart-Parr) – the exhaust gas volume vented through a cooling tower meant that the steam exhaust helped draw more air past the radiator.

Chassis

The chassis or locomotive frame
Locomotive frame

A locomotive frame is the structure that forms the backbone of the railway locomotive, giving it strength and supporting the superstructure elements such as a cab, locomotive boiler or bodywork....
 is the principal structure onto which the boiler is mounted and which incorporates the various elements of the running gear. The boiler is rigidly mounted on a "saddle" beneath the smokebox and front of the boiler barrel, but the firebox at the rear is allowed to slide forwards and back, to allow for expansion when hot.

European locomotives usually use "plate frames", where two vertical flat plates form the main chassis, with a variety of spacers and a buffer beam at each end to keep them apart. When inside cylinders are mounted between the frames, these are a single large casting that forms a major support to the frames. The axleboxes slide up and down to give some sprung suspension, against thickened webs attached to the frame, called "hornblocks".

For many years, in American practice, the boiler was the main structural element, with built-up bar frames, "smokebox saddle/cylinder" structure and "drag beam" integrated therein; but from the late 1920s with the introduction of "superpower", the "cast-steel locomotive bed" became the norm, incorporating frames, spring hangers, motion brackets, smokebox saddle and cylinder blocks incorporated into a single complex, sturdy but heavy casting. André Chapelon
André Chapelon

Andr? Chapelon was a noted French mechanical engineer and designer of advanced steam locomotives. Engineer of Ecole Centrale Paris, he was one of very few locomotive designers who brought a rigorous scientific method to their design, and he sought to apply up-to-date knowledge and theories in subjects such as thermodynamics and gas/fluid flo...
 developed a similar structure but of welded construction with around 30% saving in weight for the still-born 2-10-4 locomotives the construction of which was begun then abandoned in 1946.

Running gear

This includes the brake gear, wheel sets, axleboxes, springing and the "motion" that includes connecting rods and valve gear. The transmission of the power from the pistons to the rails and the behaviour of the locomotive as a vehicle, able to negotiate curves, points and irregularities in the track is of paramount importance. Because reciprocating power has to be directly applied to the rail from 0 rpm upwards, this poses unique problems of "adhesion" of the driving wheels to the smooth rail surface. Adhesive weight is the portion of the locomotive's weight bearing on the driving wheels. This is made more effective if a pair of driving wheels is able to make the most of its "axle load" i.e. its individual share of the adhesive weight. Locomotives with "compensating levers" connecting the ends of plate springs have often been deemed a complication but locomotives fitted with them have usually been less prone to loss of traction due to wheel-slip.

Locomotives with total adhesion, i.e. where all the wheels are coupled together, generally lack stability at speed. This makes desirable the inclusion of unpowered carrying wheels mounted on two-wheeled trucks or four-wheeled bogie
Bogie

A bogie is a wheeled wagon or trolley. In Machine terms, a bogie is a chassis or framework carrying wheels, attached to a vehicle. It can be fixed in place, as on a cargo truck, mounted on a swivel, as on a railway carriage or locomotive, or sprung as in the suspension of a caterpillar tracked vehicle....
s centred by springs that help to guide the locomotive through curves. These usually take the weight of the cylinders in front or of the firebox at the rear end when the width of this exceeds that of the mainframes. For multiple coupled wheels on a rigid chassis a variety of systems for controlled side-play exist.

Fuel and water

Generally, the largest locomotives are permanently coupled to a tender that carries the water and fuel. Alternatively, locomotives working shorter distances carry the fuel in a bunker, and the water in tanks mounted on the engine, the latter placed either alongside the boiler or on top of it; these are called tank engines
Tank locomotive

A tank locomotive is a steam locomotive that carries its own fuel and water on it, instead of pulling it behind it in a tender locomotive....
.

The fuel used depended on what was economically available to the railway at the time. In the UK and parts of Europe, plentiful supplies of coal
Coal

Coal is a readily combustion black or brownish-black sedimentary rock. The harder forms, such as anthracite, can be regarded as metamorphic rock because of later exposure to elevated temperature and pressure....
 made this the obvious choice from the earliest days of the steam engine. Until 1870 the majority of locomotives in the USA burnt wood, but as the Eastern forests were cleared, coal gradually became more important. Thereafter, coal became and remained the dominant fuel worldwide until the end of general use of steam locomotives. Bagasse
Bagasse

Bagasse is the fibrous residue remaining after sugarcane or sorghum stalks are crushed to extract their juice and is currently used as a renewable resource in the manufacture of pulp and paper products and building materials....
, a waste by-product of the refining process, was burned in sugar cane farming operations. In the USA, the ready availability of oil made it a popular steam locomotive fuel after 1900 for the southwestern railroads, particularly the Southern Pacific. In Victoria, Australia after World War II
World War II

World War II, or the Second World War , was a global military conflict which involved a Participants in World War II, including all of the great powers, organised into two opposing military alliances: the Allies of World War II and the Axis powers....
, many steam locomotives were converted to heavy oil firing. German, Russian, Australian and British railways experimented using coal dust
Coal dust

Coal dust is a fine Powder form of coal, which is created by the crushing, grinding, or pulverizing of coal. Because of the brittle nature of coal, coal dust can be created during mining, transportation, or by mechanically handling coal....
 to fire locomotives.

A number of tourist lines and heritage locomotives in Switzerland, Argentina and Australia have been using light diesel-type oil.

Water was supplied at stopping places and locomotive depots from a dedicated water tower
Water tower

A water tower or elevated water tower is a large elevated water storage container constructed for the purpose of holding a water supply at a height sufficient to pressurize a water distribution system....
 connected to water crane
Water crane

A water crane is a device used for delivering a large volume of water into the Tank locomotive or Tender locomotive of a steam locomotive. As a steam locomotive consumes several times more water than coal, water cranes once used to be a vital part of railway stations, often situated at the end of a railway platform, so that water could be r...
s or gantries. In the UK, the USA and France, water troughs (US track pans) were provided on some main lines to allow locomotives to replenish their water supply without stopping. This was achieved by using a 'water scoop' fitted under the tender or the rear water tank in the case of a large tank engine; the fireman remotely lowered the scoop into the trough, the speed of the engine forced the water up into the tank, and the scoop was raised again once it was full.

Water is an essential element in the operation of a steam locomotive; because as Swengel argued:
it has the highest specific heat of any common substance; that is more thermal energy is stored by heating water to a given temperature than would be stored by heating an equal mass of steel or copper to the same temperature. In addition, the property of vapourising (forming steam) stores additional energy without increasing the temperature...water is a very satisfactory medium for converting thermal energy of fuel into mechanical energy


Swengel went on to note that "at low temperature and relatively low boiler outputs" good water and regular boiler washout was an acceptable practise, even though such maintenance was high. As steam pressures increased, however, a problem of "foaming" or "priming" developed in the boiler, wherein dissolved solids in the water formed "tough-skinned bubbles" inside the boiler, which in turn were carried into the steam pipes and could blow off the cylinder heads. To overcome the problem, hot mineral concentrated water was deliberately wasted (blowing down) from the boiler from time to time. Higher steam pressures required more blowing down of water out of the boiler. Oxygen generated by boiling water attacks the boiler and with increased steam pressures the rate of rust (iron oxide) generated inside the boiler increases. One way to help overcome the problem was water treatment. Swengel suggested that the problems around water, contributed to the interest in electrification of railways.

In the 1970s L.D. Porta
Livio Dante Porta

Livio Dante Porta was an Argentina Locomotive#Steam engineer. He is particularly remembered for his innovative modifications to existing locomotive systems in order to obtain higher performance, energy efficiency and reduced pollution....
 developed a sophisticated heavy duty chemical water treatment that not only keeps the inside of the boiler clean and prevents corrosion, but modifies the foam in such a way as to form a compact "blanket" on the water surface that filters the steam as it is produced, keeping it pure and preventing carry-over into the cylinders of water and suspended abrasive matter.

Crew

A steam locomotive is normally controlled from the backhead of the firebox and the crew is usually protected from weather by a cab. A crew of at least two people is normally required to operate a steam locomotive. One, the driver
Railroad engineer

A railroad engineer, railway engineer, locomotive engineer, train operator, train driver or engine driver is a person who operates a railroad locomotive and train....
 (US: engineer), is responsible for controlling the locomotive's starting, stopping and rate of speed and the fireman is responsible for the fuel for the fire, steam pressure, and water levels in the boiler and storage tank(s).

Fittings and appliances

All locomotives are fitted with a variety of appliances. Some of these relate directly to the operation of the steam engine; while others are for signalling, train control, or other purposes. In the United States the Federal Railroad Administration
Federal Railroad Administration

The Federal Railroad Administration is an administration in the U.S. Department of Transportation. The agency was created by the Department of Transportation Act of 1966 ....
 mandated the use of certain appliances over the years in response to safety issues. The most typical appliances are as follows:

Steam pumps and injectors

Water must be forced into the boiler, to replace that which is exhausted after delivering a working stroke to the pistons. Early engines used pumps driven by the motion of the pistons. Later steam injectors replaced the pump, while some engines use turbopump
Turbopump

As the name suggests, a turbopump comprises basically two main components: a rotodynamic pump and a driving turbine, both mounted on the same shaft....
s. Standard practice evolved to use two independent systems for feeding water to the boiler. Vertical glass tubes, known as water gauges
Sight glass

A sight glass or water gauge is a transparent tube through which the operator of a tank or boiler can observe the level of liquid contained within....
 or water glasses, show the level of water in the boiler.

Boiler lagging

Large amounts of heat are wasted if a boiler is not insulated. Early locomotives used shaped wooden battens fitted lengthways along the boiler barrel and held in place by metal bands. Improved insulating methods included: applying a thick paste containing a porous mineral, such as kieselgur or shaped blocks of insulating compound such as magnesia blocks were attached. In the latter days of steam, "mattresses" of stitched asbestos
Asbestos

Asbestos is a naturally occurring silicate mineral with long, thin fibrous crystals. The word asbestos is derived from a Greek language adjective meaning inextinguishable....
 cloth were fixed stuffed with asbestos fibre (but on separators so as not quite to touch the boiler); however in most countries, asbestos is nowadays banned for health reasons. The most common modern day material is glass wool
Glass wool

Glass wool is a form of fibreglass where very thin strands of glass are arranged into a spongy texture similar to steel wool. Glass wool is used widely as an Thermal insulation material....
, or wrappings of aluminium foil.

The lagging is protected by a close-fitted sheet-metal casing known as boiler clothing or cleading.

Effective lagging is particularly important for fireless locomotive
Fireless locomotive

A fireless locomotive is a type of locomotive designed for use under conditions restricted by either the presence of flammable material or the need for cleanliness ....
s; however in recent times under the influence of L.D. Porta, "exaggerated" insulation has been practised for all types of locomotive on all surfaces liable to dissipate heat, such as cylinder ends and facings between the cylinders and the mainframes. This considerably reduces engine warmup time with marked increase in overall efficiency.

Safety valves

creating a false smoke trail]] Early locomotives were fitted with a valve controlled by a weight suspended from the end of a lever, the steam outlet being stopped by a cone-shaped valve. As there was nothing to prevent the weighted lever from bouncing when the locomotive ran over irregularities in the track, thus wasting steam, the weight was replaced by a more stable spring loaded column, often supplied by Salter, a well-known spring scale
Spring scale

A spring scale is a weighing scale used to measure force, such as the force of gravity, exerted on a mass or the force of a person's grip or the force exerted by a towing vehicle....
 manufacturer. The danger of all these devices was that the driving crew could be tempted to add weight to the arm in order to increase pressure; most boilers were therefore from early times fitted with a tamper-proof "lockup" direct-loaded ball valve protected by a cowl. In the late 1850s, John Ramsbottom
John Ramsbottom

John Ramsbottom may refer to:*John Ramsbottom , an English mechanical engineer who created many inventions for railways,*John Ramsbottom , a British mycologist....
 introduced an ingenious safety valve that became very popular in Britain during the latter part of the 19th Century. Not only was this valve tamper-proof, but any intervention on the part of the driver could only have the effect of easing pressure. Richardson's "pop" valve was an American invention introduced in 1867 and was so designed as to release the steam only at the moment when the pressure attained the maximum permitted. This type of valve is in almost universal use at present. The British Great Western Railway
Great Western Railway

The Great Western Railway was a History of rail transport in Great Britain that linked London with the south west and west of England and most of Wales....
 was a notable exception to this rule retaining the direct loaded type until the end of its separate existence because it was considered that such a valve lost less pressure between opening and closing.

Pressure gauge

The earliest locomotives did not show the pressure of steam in the boiler, but it was possible to estimate this by the position of the safety valve arm which often extended onto the firebox back plate; gradations marked on the spring column gave a rough indication of the actual pressure. The promoters of the Rainhill trials
Rainhill Trials

The Rainhill Trials were an important competition in the early days of steam locomotive railways, run in October 1829 in Rainhill, Lancashire ....
 urged that each contender have a proper mechanism for reading the boiler pressure and Stephenson
George Stephenson

George Stephenson was an England civil engineer and mechanical engineering who built the first public railway line in the world to use steam engine locomotives and is known as the "Father of Railways"....
 devised a nine-foot vertical tube of mercury with a sight-glass at the top, mounted alongside the chimney, for the Rocket
Stephenson's Rocket

Stephenson's Rocket was an early steam locomotive of 0-2-2 wheel arrangement, built in Newcastle at the Forth Street Works of Robert Stephenson and Company in 1829....
. The Bourdon tube gauge, in which the pressure straightens an oval-section, coiled tube of brass or bronze connected to a pointer, was introduced in 1849 and quickly gained acceptance. This is the device used today. Some locomotives have an additional pressure gauge in the steam chest. This helps the driver avoid wheel-slip at startup, by warning if the regulator opening is too great.

Spark arrestor and self cleaning smokebox

Wood-burners emit large quantities of flying sparks which necessitate an efficient spark arresting device generally mostly housed in the smokestack. Many types were fitted, the most common early type being the Bonnet stack that incorporated a cone-shaped deflector placed before the mouth of the chimney pipe plus a wire screen covering the wide stack exit; more efficient was the Radley and Hunter centrifugal type patented in 1850, (generally known as the diamond stack) incorporating baffles so orientated as to induce a swirl effect in the chamber that encouraged the embers to burn out and fall to the bottom as ash. In the self-cleaning smokebox the opposite effect was achieved: by allowing the flue gasses to strike a series of deflector plates, angled in such a way that the blast was not impaired, the larger particles were broken into small pieces that would be ejected with the blast, rather than settle in the bottom of the smokebox to be removed by hand at the end of the run. As with the arrestor, a screen was incorporated to retain any large embers.

Locomotives of the British Railways standard classes fitted with self-cleaning smokeboxes were identified by a small cast oval plate marked "S.C.", fitted at the bottom of the smokebox door. These engines required different disposal procedures and the 'S.C.' plate highlighted this need to depot staff.

Stokers

A factor that limits locomotive performance is the rate at which fuel is fed into the fire. In the early 20th century some locomotives became so large, that the fireman could not shovel coal fast enough. In the United States, various steam-powered mechanical stokers became standard equipment and were adopted and used elsewhere including Australia and South Africa.

Feedwater heating

Introducing cold water into a boiler reduces power, and from the 1920s a variety of heaters
Feedwater heater

A feedwater heater is a power plant component used to pre-heat water delivered to a steam generating boiler. Preheating the feedwater reduces the irreversibilities involved in steam generation and therefore improves the thermodynamic efficiency of the system....
 were incorporated. The most common type for locomotives was the exhaust steam feedwater heater that piped some of the exhaust through small tanks mounted on top of the boiler or smokebox or else into the tender tank; the warm water then had to be delivered to the boiler by a small auxiliary steam pump. The rare economiser type differed in that it extracted residual heat from the exhaust gases. An example of this is the pre-heater drum(s) found on the Franco-Crosti boiler
Franco-Crosti boiler

File:BR 9F Crosti 2-10-0 at Wellingborough in 1959.jpgThe Franco-Crosti boiler is a type of boiler used for steam locomotives. It was designed in the 1930s by Attilio Franco and Dr Piero Crosti, two engineers working for the Ferrovie dello Stato , the Italian state railway....
.

The use of live steam and exhaust steam injectors also assists in the pre-heating of boiler feed water to a small degree, though there is no efficiency advantage to live steam injectors. Such pre-heating also reduces the thermal shock that a boiler might experience when cold water is introduced directly. This is further helped by the top feed where water is introduced to the highest part of the boiler and made to trickle over a series of trays. G.J. Churchward fitted this arrangement to the high end of his domeless coned boilers Other British lines such as the LBSCR fitted a few locomotives with the top feed inside a separate dome forward of the main one.

Condensers and water re-supply

Steam locomotives consume vast quantities of water, and supplying this was a constant logistical problem. In some desert areas, condensing engines were devised. These engines had huge radiators in their tenders and instead of exhausting steam out of the funnel it was captured and passed back to the tender and condensed. The cylinder lubricating oil was removed from the exhausted steam to avoid a phenomenon known as priming, a condition caused by foaming in the boiler which would allow water to be carried into the cylinders causing damage because of its incompressibility. The most notable engines employing condensers (Class 25C) worked across the Karoo
Karoo

The Karoo is a semi-desert region of South Africa. It has two main sub-regions - the Great Karoo in the north and the Little Karoo in the south....
 desert of South Africa, from the 1950 until the 1980s.

Some British and American locomotives were equipped with scoops which collected water from "water troughs" (US: "track pan
Track pan

A track pan or water trough is a device to enable a steam railway locomotive to replenish its water supply while in motion. It consist of a long trough filled with water, lying along a stretch of rail tracks between the rails....
s") while in motion, thus avoiding stops for water. In the US, small communities often did not have refilling facilities. During the early days of railroading, the crew simply stopped next to a stream and filled the tender using leather buckets. This was known as “jerking water” and led to the term "jerkwater towns" (meaning a small town, a term which today is considered derisive). In Australia and South Africa, locomotives in drier regions operated with large oversized tenders and some even had an additional water wagon, sometimes called a "canteen" or in Australia (particularly in New South Wales) a "water gin".

Steam locomotives working on underground railways (such as London's Metropolitan Railway
Metropolitan railway

Metropolitan Railway can refer to:* Metropolitan Line, current information* Metropolitan and Metropolitan District Railways, historical information...
) were fitted with condensing apparatus
Steam locomotive condensing apparatus

A steam locomotive condensing apparatus differs in purpose from the usual closed cycle steam engine Condenser , in that its function is primarily either to recover water, or to avoid excessive emissions to the atmosphere, rather than maintaining a vacuum to improve both energy efficiency and power ....
 for a different, but obvious, reason. These were still being used between King's Cross and Moorgate
Moorgate station

Moorgate station is a London Underground and National Rail station in the City of London, on Moorgate, north of London Wall. At one time the station was named "Moorgate Street"....
 into the early 1960s.

Braking

Locomotives have their own braking system, independent from the rest of the train. Locomotive brakes employ large shoes which press against the driving wheel treads. With the advent of air brakes
Air brake (rail)

An air brake is a conveyance brake applied by means of Gas compressor. Modern trains rely upon a fail-safe air brake system that is based upon a design patented by George Westinghouse on March 5, 1872....
, a separate system also allowed the driver to control the brakes on all cars. These systems require steam-powered pumps, which are mounted on the side of the boiler or on the smokebox front. Such systems operated in the United States, Canada, Australia and New Zealand.

An alternative to the air brake is the vacuum brake. Where vacuum brake
Vacuum brake

The vacuum brake is a brake system used on trains. It was first introduced in the mid 1860s and a variant, the automatic vacuum brake system became almost universal in British train equipment, and in those countries influenced by British practice....
s are used, a steam-operated ejector
Aspirator

An aspirator, also called an eductor-jet pump or filter pump, is a device that produces vacuum by means of the Venturi effect. In an aspirator, fluid flows through a tube which then narrows....
 is mounted on the engine instead of the air pump. A secondary ejector or crosshead vacuum pump is used to maintain the vacuum in the system. Vacuum systems existed on British, Indian and South African rail networks.

Steam locomotives are nearly always fitted with sandboxes
Sandbox (railways)

A Sandbox is a container on most locomotives and self propelled multiple units, or trams, that run on tram system and rail adhesion. The container holds sand, which can be dropped on to the rail to improve rail adhesion under very wet or steep conditions....
 from which sand can be delivered to the rails to improve traction
Traction (engineering)

Traction is defined by dictionaries as adhesive friction, another name for Friction#Static_friction . Traction is never properly used to mean Friction#Kinetic_friction ....
 and braking in wet or icy weather. On American locomotives the sandboxes, or sand domes, are usually mounted on top of the boiler. In Britain, the limited loading gauge
Loading gauge

A loading gauge is the envelope or contoured shape within which all railroad cars, locomotives, Coach es, buses, trucks and other vehicles, must fit....
 precludes this, so the sandboxes are mounted just above, or just below, the running plate.

Lubrication

The pistons and valves on the earliest locomotives were lubricated
Lubrication

Lubrication is the process, or technique employed to reduce wear of one or both surfaces in close proximity, and moving relative to each another, by interposing a substance called lubricant between the surfaces to carry or to help carry the load between the opposing surfaces....
 by the enginemen dropping a lump of tallow
Tallow

Tallow is a rendering form of beef or mutton fat, processed from suet. It is solid at room temperature. Unlike suet, tallow can be stored for extended periods without the need for refrigeration to prevent decomposition, provided it is kept in an airtight container to prevent oxidation....
 down the blast pipe.

As speeds and distances increased, mechanisms were developed that injected thick mineral oil into the steam supply. The first, a displacement lubricator
Displacement lubricator

A Mechanical lubricator, or automatic lubricator, is a device fitted to a steam engine to supply Lubricant to the Cylinder and, sometimes, the Bearing as well....
, mounted in the cab, uses a controlled stream of steam condensing into a sealed container of oil. Water from the condensed steam displaces the oil into pipes. The apparatus is usually fitted with sight-glasses to confirm the rate of supply. A later method uses a mechanical pump worked from one of the crossheads. In both cases, the supply of oil is proportional to the speed of the locomotive.

Lubricating the frame components (axle bearings, horn blocks
Rail terminology

Rail terminology is a form of technical terminology. The difference between the American term railroad and the British term railway is the most obvious trans-Atlantic difference in rail terminology ....
 and bogie
Bogie

A bogie is a wheeled wagon or trolley. In Machine terms, a bogie is a chassis or framework carrying wheels, attached to a vehicle. It can be fixed in place, as on a cargo truck, mounted on a swivel, as on a railway carriage or locomotive, or sprung as in the suspension of a caterpillar tracked vehicle....
 pivots) depends on capillary action
Capillary action

Capillary action, capillarity, capillary motion, or wicking refers to two phenomena:# The movement of liquids in thin tubes...
: trimmings of worsted yarn
Worsted

Worsted , is the name of a yarn, the cloth made from this yarn, and a yarn weight category. The name derives from the village of Worstead in the England county of Norfolk....
 are trailed from oil reservoirs into pipes leading to the respective component. The rate of oil supplied is controlled by the size of the bundle of yarn and not the speed of the locomotive, so it is necessary to remove the trimmings (which are mounted on wire) when stationary. However, at regular stops (such as a terminating station platform) oil finding its way onto the track can still be a problem.

Crank pin and crosshead bearings carry small cup-shaped reservoirs for oil. These have feed pipes to the bearing surface that start above the normal fill level, or are kept closed by a loose-fitting pin, so that only when the locomotive is in motion does oil enter. In United Kingdom practice the cups are closed with simple corks, but these have a piece of porous cane pushed through them to admit air. It is customary for a small capsule of pungent oil (aniseed or garlic) to be incorporated in the bearing metal to warn if the lubrication fails and excess heating or wear occurs.

Buffers

In British practice, the locomotive usually had buffers
Buffer (rail transport)

A buffer is a part of the Coupling_#Buffers_and_chain coupling system used on the railway systems of many countries, among them most of those in Europe, for attaching railway vehicles to one another....
 at each end to absorb compressive loads ("buffets"). The tensional load of drawing the train (draft force) is carried by the coupling
Coupling (railway)

File:Railroad coupler.agr2.jpgFile:Tow hitch 5.jpgA coupling is a mechanism for connecting rolling stock in a train. The design of the coupler is standard, and is almost as important as the railway gauge, since flexibility and convenience are maximised if all rolling stock can be coupled together....
 system. Together these control slack between the locomotive and train, absorb minor impacts, and provide a bearing point for pushing movements.

In American practice all of the forces between the locomotive and cars are handled through the coupler and its associated draft gear
Coupling (railway)

File:Railroad coupler.agr2.jpgFile:Tow hitch 5.jpgA coupling is a mechanism for connecting rolling stock in a train. The design of the coupler is standard, and is almost as important as the railway gauge, since flexibility and convenience are maximised if all rolling stock can be coupled together....
, which allows some limited slack movement. Small dimples called "poling pockets" at the front and rear corners of the locomotive allowed cars to be pushed on an adjacent track using a pole braced between the locomotive and the cars.

Pilots

A pilot
Pilot (locomotive)

In railroading, the pilot is the device mounted at the front of a locomotive to deflect obstacles from the track that might otherwise Derailment the train....
 was usually fixed to the front end of locomotives, although in European and a few other railway systems, such as New South Wales, they were considered unnecessary. Plough-shaped, and called cow catchers, they were quite large and were designed to remove obstacles from the track such as cattle, bison, other animals or tree limbs. Though unable to "catch" stray cattle these distinctive items remained on locomotives until the end of steam. Switching engines usually replaced the pilot with small steps, known as footboards. Many systems used the pilot and other design features to produce a distinctive appearance.

Headlights

When night operations began, railway companies in some countries equipped their locomotives with lights to allow the driver to see what lay ahead of the train or to enable others to see the locomotive. Originally headlights were oil or acetylene
Acetylene

Acetylene is the chemical compound with the symbol carbonhydrogen. It is the simplest alkyne.As an alkyne, acetylene is Saturation because its two carbon atoms are Chemical bond together in a triple bond....
 lamps, but when electric lights became available in the late 1880s, they quickly replaced the older types.

Britain used low intensity oil lamps and were not intended to allow the driver to see the way ahead (locomotive drivers were expected to have sufficient route knowledge) but were used to indicate the class of a train by their position on the front of the locomotive. Four lamp irons were provided: one below the chimney and three evenly spaced across the top of the buffer beam. The exception to this was the Southern Railway and its constituents, who added two lamp irons one each side of the smokebox, and the arrangement of lamps (or in daylight white circular plates) told railway staff the origin and destination of the train.

In some countries heritage steam operation continues on the national network. Some railway authorities have mandated powerful headlights on at all times, including during daylight. This was to further inform the public or track workers of any active trains.

Bells and whistles

Locomotives used bells and steam whistles from earliest days. In the United States, India and Canada bells warned of a train in motion. In Britain, where all lines are by law fenced throughout, bells were only a requirement on railways running on a road (i.e. not fenced off), for example a tramway along the side of the road or in a dockyard. Consequently only a minority of locomotives in the UK carried bells. Whistles are used to signal personnel and give warnings. Depending on the terrain the locomotive was being used in the whistle could be designed for long distance warning of impending arrival, or more for localised use.

Early bells and whistles were sounded through pull-string cords and levers. Automatic bell ringers came into widespread use in the U.S. after 1910.

Automatic Train Control

From early in the twentieth century operating companies in such countries as Germany and Britain began to fit locomotives with in-cab signalling
Automatic Warning System

The Automatic Warning System is a form of limited cab signalling and train protection system introduced in 1956 in the United Kingdom to help Railroad engineer observe and obey Railway signal....
 which automatically applied the brakes when a signal was passed at "caution". In Britain these became mandatory in 1956.

Booster engines

In the United States and Australia the trailing truck was often equipped with an auxiliary steam engine which provided extra power for starting. This booster engine
Booster engine

A booster engine for steam locomotives is a small two-cylinder steam engine back-gear-connected to the trailing truck axle on the locomotive or, if none, the lead truck on the tender....
 was set to cut out automatically at a certain speed. On the narrow gauged New Zealand railway system, six Kb 4-8-4 locomotives had boosters; the only gauge engines in the world to have such equipment.

Variations

Numerous variations to the simple locomotive occurred as railways attempted to develop more powerful, more efficient and fast steam locomotives.

Cylinders


Some locomotives received extra cylinders and experiments combined two locomotives in one (e.g. the Mallet
Mallet locomotive

The Mallet Locomotive is a type of articulated locomotive, invented by a Swiss engineer named Anatole Mallet .In the Mallet locomotive, there are two powered bogies....
 and Garratt
Garratt

A Garratt is a type of steam locomotive that is articulated locomotive in three parts. Its boiler is mounted on the centre frame, and two steam engines are mounted on separate frames, one on each end of the boiler....
 locomotives). Some locomotives carried their cylinders vertically alongside the boiler and drove the wheels through a system of shafts and gears (e.g. the Shay locomotive
Shay locomotive

The Shay locomotive was the most widely used geared steam locomotive. They were built to the patents of Ephraim Shay, who can be fairly credited with the popularization of the concept of a geared steam locomotive....
; see "geared steam locomotive
Geared steam locomotive

A geared steam locomotive is a type of steam locomotive which uses Reduction gear in the drivetrain, as opposed to the common directly-driven design....
").

From about 1930, most new British express passenger locomotives were 4-6-0 or 4-6-2 types with three or four cylinders. Examples include:

  • GWR 6000 Class
    GWR 6000 Class

    The Great Western Railway 6000 Class or King is a class of 4-6-0 steam locomotive designed for express passenger work. They were the largest locomotives the GWR built....
    , four-cylinder 4-6-0s
  • LMS Coronation Class, four-cylinder 4-6-2s
  • SR West Country and Battle of Britain Classes, three cylinder 4-6-2s
  • LNER Peppercorn Class A1
    LNER Peppercorn Class A1

    The London and North Eastern Railway Peppercorn Class A1 is a type of express passenger steam locomotive. Forty-nine original Peppercorn Class A1s were built to the design of Arthur Peppercorn during the early British Railways era, but all were scrapped with the discontinuation of steam, with none of the original production run surviving...
    , three cylinder 4-6-2s
  • GWR 4073 Class
    GWR 4073 Class

    The GWR 4073 Class or Castle class locomotives were a group of 4-6-0 steam locomotives of the Great Western Railway. They were originally designed by the railway's Chief Mechanical Engineer, Charles Benjamin Collett, for working the company's express passenger trains....
    , four-cylinder 4-6-0s
  • LMS Royal Scot Class
    LMS Royal Scot Class

    The London, Midland and Scottish Railway Royal Scot Class is a class of 4-6-0 express passenger locomotive introduced in 1927. Originally having parallel boilers, all members were later rebuilding with tapered type 2A boilers, and were in effect two classes....
    , three-cylinder 4-6-0s


Cab forward


In the United States on the Southern Pacific Railroad
Southern Pacific Railroad

The Southern Pacific Transportation Company , earlier Southern Pacific Railroad and Southern Pacific Company , was an United States railroad....
 a series of cab forward
Cab forward

The term cab forward refers to various Rail transport and road vehicle designs which place the driver's compartment substantially farther towards the front than is common practice....
 locomotives had the cab and the firebox at the front of the locomotive and the tender behind the smokebox, so that the engine appeared to run backwards. This was only possible by using oil-firing. Southern Pacific selected this design to provide smoke-free breathing for the locomotive's engineer as they went through the SP's numerous mountain tunnels and snow sheds. Another variation was the Camelback locomotive
Camelback locomotive

A camelback locomotive is a type of steam locomotive with the driving cab placed in the middle, astride the boiler. This placement was done to improve driver visibility; camelbacks were fitted with wide Firebox es which would have severely restricted driver visibility from the normal cab location at the rear....
 with the cab half-way along the boiler.

Steam turbines


Steam turbines were one of the experiments in improving the operation and efficiency of steam locomotives. Experiments with steam turbine
Steam turbine locomotive

A steam turbine locomotive is a steam locomotive which transmits steam power to the wheels via a steam turbine. Numerous attempts at this type of locomotive were made, mostly without success....
s using direct-drive and electrical transmissions, in different countries, proved mostly unsuccessful. The LMS
London, Midland and Scottish Railway

The London Midland and Scottish Railway was a United Kingdom railway company. It was formed on 1 January 1923 under the Railways Act 1921, which required the grouping of over 300 separate railway companies into just four....
 also built Turbomotive
LMS Turbomotive

The Turbomotive was a modified Princess Royal Class steam locomotive designed by William Stanier and built by the London, Midland and Scottish Railway in 1935....
, a largely successful attempt to prove the efficiency of steam turbines. Had it not been for the outbreak of WW2, more may have been built. The Turbomotive ran from 1935-49, when it was rebuilt into a conventional locomotive because replacement of many parts was required, an uneconomical proposition for a 'one-off' locomotive. In the United States the Union Pacific, Chesapeake and Ohio
Chesapeake and Ohio Railway

The Chesapeake and Ohio Railway was a Class I railroad formed in 1869 in Virginia from several smaller Virginia railroads begun in the 19th century....
, and Norfolk & Western railways all built turbine-electric locomotives. The Pennsylvania Railroad
Pennsylvania Railroad

The Pennsylvania Railroad was an United States railroad, founded in 1846. Commonly referred to as the "Pennsy," the PRR was headquartered in Philadelphia, Pennsylvania....
 (PRR) also built turbine locos but with a direct-drive gearbox. However, all designs failed due to dust, vibration, design flaws, or inefficiency below speed. The last one in service was the N&W's being retired in January 1958. The only truly successful design was the TGOJ MT3, used for hauling Iron ore from Grängesberg
Grängesberg

Gr?ngesberg is a town in Ludvika Municipality, Dalarna, Dalarna County, Sweden with 3,788 inhabitants .The town was earlier dominated by iron-ore extraction at Gr?ngesberg ore field from the 16th century to 1989....
 to the ports of Oxelösund
Oxelösund

Oxel?sund is a urban areas of Sweden in S?dermanland, Sweden and the seat of Oxel?sund Municipality, S?dermanland County....
. Technically well-working, only three were built. Two of them are saved in working order at museums in Sweden
Sweden

Sweden , officially the Kingdom of Sweden , is a Nordic countries on the Scandinavian Peninsula in Northern Europe. Sweden has land borders with Norway to the west and Finland to the northeast, and it is connected to Denmark by the ?resund Bridge in the south....


Valve gear


Numerous technological advances improved the steam engine. Early locomotives used simple valve gear that gave full power in either forward or reverse. Soon Stephenson valve gear
Stephenson valve gear

The Stephenson valve gear or Stephenson link or shifting link is a simple design of valve gear that was widely used throughout the world for all kinds of steam engine....
 allowed the driver to control cut-off; this was largely superseded by Walschaerts valve gear and similar patterns. Early locomotive designs using slide valves
D slide valve

The D Slide Valve was a form of rectilinear slide valve for use in rotative steam engines invented by William Murdoch and patented in 1799. It was named after the hollow central piston and was in the shape of a D....
 and outside admission were easy to construct, but inefficient and prone to wear. Eventually, slide valves were superseded by inside admission piston valve
Piston valve

A piston valve is a device used to control the motion of a fluid along a tubing or pipe by means of the linear motion of a piston within a chamber or cylinder ....
s, though there were attempts to apply poppet valve
Poppet valve

A poppet valve is a valve consisting of a hole, usually round or oval, and a tapered plug, usually a disk shape on the end of a shaft also called a valve stem....
s (common by then on stationary engines) in the 20th century. Stephenson valve gear was generally placed within the frame and was difficult to access for maintenance; later patterns applied outside the frame, were readily visible and maintained.

Compounding


From 1876, compound locomotive
Compound locomotive

A compound engine unit is a type of steam engine where steam is expanded in two or more phases....
s came on the scene, which used the engine's steam twice. There were many compound locomotives especially where long periods of continuous efforts were needed. Compounding was an essential ingredient of the quantum leap in power achieved by André Chapelon
André Chapelon

Andr? Chapelon was a noted French mechanical engineer and designer of advanced steam locomotives. Engineer of Ecole Centrale Paris, he was one of very few locomotive designers who brought a rigorous scientific method to their design, and he sought to apply up-to-date knowledge and theories in subjects such as thermodynamics and gas/fluid flo...
's rebuilds from 1929. A common application was to articulated locomotive, the most common being that of Anatole Mallet
Anatole Mallet

Jules T. Anatole Mallet was a Swiss mechanical engineer, who was the inventor of the first successful Compound locomotive for a railway steam locomotive, patented in 1874....
 in which the high pressure stage was attached directly to the boiler frame; in front of this was pivoted a low pressure engine on its own frame, taking the exhaust from the rear engine.

Articulated and Duplex types


Articulation
Articulated locomotive

Articulated locomotive usually means a steam locomotive with one or more engine units which can move relative to the main frame. This is done to allow a longer locomotive to negotiate tighter curves....
 itself proved very popular, and there were numerous variations, both compound and simple. Duplex locomotive
Duplex locomotive

A duplex locomotive is a steam locomotive that divides the driving force on its wheels by using two pairs of cylinders rigidly mounted to a single locomotive frame; it is not an articulated locomotive....
s with two engines in one rigid frame were also tried, but were not notably successful. For example, the 4-4-4-4
4-4-4-4

A 4-4-4-4 steam locomotive, in the Whyte notation for describing locomotive wheel arrangements, has a four-wheel leading truck, two sets of four driving wheels, and a four-wheel trailing truck....
 Pennsylvania Railroad's T1 class
PRR T1

The Pennsylvania Railroad's 52 T1 class duplex locomotive 4-4-4-4 steam locomotives, introduced in 1942 and 1946 were their last-built steam locomotives, and their most controversial....
, designed for very fast running, suffered incurable slippage problems throughout their careers.

Hybrid power

? Mixed power locomotives, utilising steam and diesel propulsion, have been produced in Russia, Britain and Italy.

Manufacture


United States


Railroad locomotive engines in the United states have nearly always been built in and for United States railroads with very few imports. This is true because of the basic differences of markets in the United States which initially had many small markets located large distances apart; much different than Europe's much higher density markets. Locomotives that were cheap and rugged and could go over large distances over cheaply built and maintained tracks were the early requirements. Once the manufacture of engines was established on a wide scale there was very little advantage to buying an engine somewhere else that would have to be customized anyway to fit the local requirements and track conditions. Improvements in engine design of both European and U.S. origin could be and were incorporated by manufacturers when they could be justified in a generally very conservative and slow changing market. With the notable exception of the USRA standard
USRA standard

The USRA standard locomotives and railroad cars were designed by the United States Railroad Administration, the nationalised rail system of the United States during World War I....
 locomotives, set during World War 1, in the United States, steam locomotive manufacture was always semi-customised. Railroads ordered locomotives tailored to their specific requirements, though basic design features were always present. Railroads developed some specific characteristics; for example, the Pennsylvania Railroad
Pennsylvania Railroad

The Pennsylvania Railroad was an United States railroad, founded in 1846. Commonly referred to as the "Pennsy," the PRR was headquartered in Philadelphia, Pennsylvania....
 had a preference for the Belpaire firebox
Belpaire firebox

The Belpaire firebox is a type of Firebox used on steam locomotives. It was invented by Alfred Belpaire of Belgium. It has a greater surface area at the top of the firebox, improving heat transfer and steam production....
, while the Delaware and Hudson Railroad was famous for its elaborately flanged smokestacks. In the United States, large scale manufacturers constructed locomotives for nearly all rail companies, although nearly all major railroads had shops capable of heavy repairs and some railroads (for example the Norfolk and Western Railway
Norfolk and Western Railway

The Norfolk and Western Railway , a US class I railroad, was formed by more than 200 railroad mergers between 1838 and 1982. It had headquarters in Roanoke, Virginia for most of its 150 year existence....
) constructed complete locomotives in their own shops. Companies Manufacturing locomotives in the US included Baldwin Locomotive Works, American Locomotive Works (ALCO), Lima Locomotive Works, and others. It was not uncommon for an entire group of locomotives to be sold from one railroad to another.

Steam locomotives required regular, and compared to a Diesel-Electric Engine, frequent service and overhaul (often at government-regulated intervals in Europe). Many alterations and upgrades regularly occurred during overhauls. New appliances were added, unsatisfactory features removed, cylinders improved or replaced. Almost any part of the locomotive, including boilers were replaced or upgraded. When the service or upgrades got too expensive the locomotive was traded off or retired. On the Baltimore and Ohio Railroad
Baltimore and Ohio Railroad

The Baltimore and Ohio Railroad was one of the oldest railroads in the United States and the first common carrier railroad. At first this railroad was located entirely in the state of Maryland with an original line from the port of Baltimore, Maryland, west to Sandy Hook, Maryland....
 two 2-10-2
2-10-2

A 2-10-2 steam locomotive in the Whyte notation for wheel arrangements has two leading wheels , ten driving wheels , and two trailing wheels . In the United States, the 2-10-2 is known as the Santa Fe type, after the railroad "Atchison, Topeka and Santa Fe Railway" that first used the type in 1903....
 locomotives were dismantled; the boilers were placed onto two new Class T 4-8-2
4-8-2

Under the Whyte notation for the classification of steam locomotives, a 4-8-2 locomotive has four leading wheels , eight coupled driving wheels and two trailing wheels ....
 locomotives and the residue wheel machinery made a pair of Class U 0-10-0
0-10-0

In the Whyte notation for the classification of steam locomotive wheel arrangement, an 0-10-0 is a locomotive with ten driving wheels and neither leading nor trailing wheels....
 switchers with new boilers. Union Pacific's fleet of 3 cylinder 4-10-2
4-10-2

Under the Whyte notation for the classification of steam locomotives, a 4-10-2 locomotive has four leading wheels, ten driving wheels and two trailing wheels....
 engines were converted into two cylinder engines in 1942, because of high maintenance problems.

Train

United Kingdom


Before the 1923 Grouping
Grouping

Grouping is form of hypahetical knowledge representation, similar to Mind map, Concept map and Argument map, all of which need to observe at least some of the principles of grouping....
, the picture in the UK was mixed. The larger railway companies built locomotives in their own workshops but the smaller ones and industrial concerns ordered them from outside builders. A large market for outside builders was abroad because of the home-build policy exercised by the main railway companies.

Between 1923 and 1947, the "Big Four" railway companies (the Great Western Railway
Great Western Railway

The Great Western Railway was a History of rail transport in Great Britain that linked London with the south west and west of England and most of Wales....
, the London, Midland and Scottish Railway
London, Midland and Scottish Railway

The London Midland and Scottish Railway was a United Kingdom railway company. It was formed on 1 January 1923 under the Railways Act 1921, which required the grouping of over 300 separate railway companies into just four....
, the London and North Eastern Railway
London and North Eastern Railway

The London and North Eastern Railway was the second-largest of the "Big Four British railway companies" railway companies created by the Railways Act 1921 in Britain....
 and the Southern Railway) all built most of their own locomotives. Generally speaking, they only bought locomotives from outside builders when their own works were fully occupied (or as a result of government-mandated standardisation during wartime).

From 1948, British Railways allowed the former "Big Four" companies (now designated "Regions") to continue to build their own designs, but also created a range of "standard" locomotives which supposedly combined the best features from each region. Although a policy of "dieselisation
Dieselisation

Dieselisation or Dieselization is a term generally used for the increasingly common use of diesel fuel in vehicles, as opposed to gasoline or steam engines....
" was adopted in 1955, BR continued to build new steam locomotives until 1960 (the last being named Evening Star).

Some independent manufacturers produced steam locomotives for a few more years, the last British-built industrial steam locomotive being constructed by Hunslet
Hunslet Engine Company

The Hunslet Engine Company is a United Kingdom locomotive-building company founded in 1864 at Jack Lane, Hunslet, Leeds, West Yorkshire, England by John Towlerton Leather, a civil engineering contractor, who appointed James Campbell as his Works Manager....
 in 1971. Since then, a few specialised manufacturers have continued to produce small locomotives for narrow gauge and miniature railways, but as the prime market for these is the tourist and heritage railway
Heritage railway

A heritage railway , preserved railway , tourist railway , or tourist railroad is a term used for a railway which is run as a tourist attraction, is usually but not always run by volunteers, and seeks to re-create railway scenes of the past....
 sector, the demand for such locomotives is limited. In November 2008, a new new build main line steam locomotive, the 60163 Tornado
LNER Peppercorn Class A1 60163 Tornado

60163 Tornado is a brand new main line steam locomotive built in Darlington, England. She is the first such locomotive to be built in the United Kingdom since BR standard class 9F 92220 Evening Star, the last steam locomotive built by British Rail, in 1960....
, was tested on UK mainlines for eventual charter and tour use.

Australia

(TF 1164) from The Powerhouse Museum
Powerhouse Museum

The Powerhouse Museum is the major branch of the Museum of Applied Arts and Sciences in Sydney, the other being the historic Sydney Observatory....
 collection]] In Australia
Australia

Australia, officially the Commonwealth of Australia, is a country in the southern hemisphere comprising the Australia of the world's smallest continent, the major island of Tasmania, and numerous list of islands of Australia in the Indian Ocean and Pacific Oceans....
, Clyde Engineering
Clyde Engineering

Sorry, no overview for this topic
 of Sydney
Sydney

Sydney is the List of cities in Australia by population in Australia, with a metropolitan area population of approximately 4.34 million . It is the List of Australian capital cities of New South Wales, and was the site of the first British Empire colony in Australia....
 and also the Eveleigh
Eveleigh, New South Wales

Eveleigh is an inner-city suburb of Sydney, in the state of New South Wales, Australia. Eveleigh is located about 3 kilometres south of the Sydney central business district and is part of the Local Government Areas in Australia of the City of Sydney....
 Workshops built steam locomotives for the New South Wales Government Railways
New South Wales Government Railways

The New South Wales Government Railways was the government department that operated the New South Wales Government's railways until the establishment of the New South Wales Public Transport Commission in 1972....
. These include the C38 class 4-6-2, the first five were build at Clyde with streamlining
Streamliner

A streamliner is any vehicle that incorporates streamline to produce a shape that provides less air resistance. The term is most often applied to certain high-speed railway trainsets of the 1930s to 1950s, and to their successor "high-speed trains"....
, the other 25 locomotives were built at Eveleigh (13) in Sydney, and Cardiff Workshops (12) near Newcastle. In Queensland, steam locomotives were locally constructed by Walkers. Similarly the South Australian state government railways also manufactured steam locomotives locally at Islington in Adelaide. The Victorian Railways
Victorian Railways

The Victorian Railways operated railways in the Australian state of Victoria from 1859 to 1983. The first railways in Victoria were private companies, but when these companies failed or defaulted, the Victorian Railways was established to take over their operations....
 constructed most of their locomotives at their Newport Workshops and Bendigo
Bendigo Workshops

Bendigo Workshops is a railway workshop located in the provincial city of Bendigo, Victoria, Victoria , Australia. They are located in the north of the city and occupies 10.3 hectare of land beside the junction of the Swan Hill railway line, Victoria and Echuca railway line, Victoria....
 while in the early days locomotives were built at the Phoenix Foundry
Phoenix Foundry

The Phoenix Foundry was a company that built steam locomotives and other industrial machinery in the city of Ballarat, Victoria, Victoria , Australia....
 in Ballarat
Ballarat, Victoria

Ballarat is a city in Victoria , Australia, and Victoria's largest inland city. It is well-known for its history and heritage.It is approximately 105 kilometres north-west of Melbourne, Australia, with an urban population of 88,437 people....
. Locomotives constructed at the Newport shops ranged from the nA class 2-6-2
2-6-2

Under the Whyte notation for the classification of steam locomotives by wheel arrangement, a 2-6-2 has two leading wheels, six coupled driving wheels, and two trailing wheels....
T built for the narrow gauge
Narrow gauge lines of the Victorian Railways

The former Victorian Railways, the state railway authority in Victoria , Australia built a number of experimental narrow gauge railway lines around the beginning of the 20th century....
, up to the H class 4-8-4, the largest conventional locomotive ever to operate in Australia, which weighed 260 tons. However, the title of largest locomotive in Australia goes to the 263 ton NSWGR AD60 class 4-8-4+4-8-4
4-8-4+4-8-4

A 4-8-4+4-8-4, in the Whyte notation for the classification of steam locomotives by wheel arrangement, is a Garratt articulated locomotive. The wheel arrangement is effectively two 4-8-4 locomotives operating back to back....
 Garratt
Garratt

A Garratt is a type of steam locomotive that is articulated locomotive in three parts. Its boiler is mounted on the centre frame, and two steam engines are mounted on separate frames, one on each end of the boiler....
 (Oberg:1975), which were built by Beyer-Peacock
Beyer-Peacock

Beyer, Peacock and Company was an England railway Locomotive manufacturing with a factory in Gorton, Manchester. Founded by Charles Beyer and Richard Peacock, it traded from 1854 until 1966....
 in the United Kingdom.

Categorisation

Uploco
Steam locomotives are categorised by their wheel arrangement. The two dominant systems for this are the Whyte notation
Whyte notation

The Whyte notation for classifying steam locomotives by wheel arrangement was devised by Frederick Methvan Whyte and came into use in the early Twentieth Century encouraged by an editorial in American Engineer and Railroad Journal ....
 and UIC classification
UIC classification

The International Union of Railways classification is a comprehensive system for describing the wheel arrangement of locomotives, multiple units and trams....
.

The Whyte notation, used in most English speaking and Commonwealth
Commonwealth of Nations

The Commonwealth of Nations, also known as the Commonwealth or the British Commonwealth, is an intergovernmental organization of fifty-three independent member states....
 countries, represents each set of wheels with a number. Different arrangements were given names which usually reflect the first usage of the arrangement; for instance the "Santa Fe" type (2-10-2
2-10-2

A 2-10-2 steam locomotive in the Whyte notation for wheel arrangements has two leading wheels , ten driving wheels , and two trailing wheels . In the United States, the 2-10-2 is known as the Santa Fe type, after the railroad "Atchison, Topeka and Santa Fe Railway" that first used the type in 1903....
) is so called because the first examples were built for the Atchison, Topeka and Santa Fe Railroad. These names were informally given and varied according to region and even politics.

The UIC classification is used mostly in European countries apart from the United Kingdom
United Kingdom

The United Kingdom of Great Britain and Northern Ireland, commonly known as the United Kingdom , the UK or Britain,is a sovereign state located off the northwestern coast of continental Europe....
. It designates consecutive pairs of wheels (informally "axles") with a number for non-driving wheels and a capital letter for driving wheels (A=1, B=2 etc). So a Whyte 4-6-2 designation would be an equivalent to a 2-C-1 UIC designation.

On many railroads, locomotives were organised into class
Class (locomotive)

Class refers to a group of locomotives built to a common design for a single railroad. Often members of a particular class had detail variations between individual examples, and these could lead to subclasses....
es. These broadly represented locomotives which could be substituted for each other in service, but most commonly a class represented a single design. As a rule classes were assigned some sort of code, generally based on the wheel arrangement. Classes also commonly acquired nicknames representing notable (and sometimes uncomplimentary) features of the locomotives.

Performance


Measurement


In the steam locomotive era, two measures of locomotive performance were generally applied. At first, locomotives were rated by tractive effort
Tractive effort

Tractive effort is the pulling Force exerted, by a locomotive or other vehicle. The term is used specifically in railway terminology.The tractive effort value can be either a theorectical or experimentally obtained value, and will usually be quoted under normal operating conditions....
 This can be roughly calculated by multiplying the total piston area by 85% of the boiler pressure (a rule of thumb reflecting the slightly lower pressure in the steam chest above the cylinder) and dividing by the ratio of the driver diameter over the piston stroke. However, the precise formula is:

Tractive Effort is defined as the average force developed during one revolution of the driving wheels at the rail head. This is expressed as:

.

where d is bore of cylinder (diameter) in inches, s is cylinder stroke, in inches, P is boiler pressure in pound per square inch, D is driving wheel diameter in inches, c is the effective cut-off
Cutoff (steam engine)

In a steam engine, cutoff is the point in the piston stroke at which the inlet valve is closed.The point at which the inlet valve closes and stops the entry of steam into the cylinder from the boiler plays a crucial role in the control of a steam engine....
.

It is critical to appreciate the use of the term 'average', as not all effort is constant during the one revolution of the drivers for at some points of the cycle only one piston is exerting turning moment and at other points both pistons are working. Not all boilers deliver full power at starting and also the tractive effort decreases as the rotating speed increases.

Tractive effort is a measure of the heaviest load a locomotive can start or haul at very low speed over the ruling grade in a given territory.

However, as the pressure grew to run faster freight and heavier passenger trains, tractive effort was seen to be an inadequate measure of performance because it did not take into account speed.

Therefore in the 20th century, locomotives began to be rated by power output. A variety of calculations and formulas were applied, but in general railroads used dynamometer car
Dynamometer car

A dynamometer car is a railroad maintenance of way car used for measuring various aspects of a locomotive's performance. Measurements include tractive effort , power, top speed, etc....
s to measure tractive force at speed in actual road testing. This measure was termed drawbar horsepower in the United States and remained the standard measure of performance to the end of mainline usage.

British railway companies have been reluctant to disclose figures for drawbar horsepower and have usually relied on continuous tractive effort instead.

Relation to wheel arrangement


Whyte classification is connected to locomotive performance, but through a somewhat circuitous path. Given adequate proportions of the rest of the locomotive, power output is determined by the size of the fire, and for a bituminous coal-fuelled locomotive, this is determined by the grate area. Modern non-compound locomotives are typically able to produce about 40 drawbar horsepower per square foot of grate. Tractive force, as noted earlier, is largely determined by the boiler pressure, the cylinder proportions, and the size of the driving wheels. However, it is also limited by the weight on the driving wheels (termed adhesive weight), which needs to be at least four times the tractive effort.

The weight of the locomotive is roughly proportional to the power output; the number of axles required is determined by this weight divided by the axleload limit for the trackage where the locomotive is to be used. The number of driving wheels is derived from the adhesive weight in the same manner, leaving the remaining axles to be accounted for by the leading and trailing bogies. Passenger locomotives conventionally had two-axle leading bogies for better guidance at speed; on the other hand, the vast increase in the size of the grate and firebox in the 20th century meant that a trailing bogie was called upon to provide support. On the European continent, some use was made of several variants of the Bissel bogie
Bissel bogie

A Bissel bogie is a very simple and commonly-used way of designing a carrying axle on a steam locomotive to enable it to negotiate curves more easily....
 in which the swivelling movement of a single axle truck controls the lateral displacement of the front driving axle (and in one case the second axle too). This was mostly applied to 8-coupled express and mixed traffic locomotives and considerably improved their ability to negotiate curves whilst restricting overall locomotive wheelbase and maximising adhesion weight.

As a rule, "shunting engines" (US "switching engines") omitted leading and trailing bogies, both to maximise tractive effort available and to reduce wheelbase. Speed was unimportant; making the smallest engine (and therefore smallest fuel consumption) for the tractive effort paramount. Driving wheels were small and usually supported the firebox as well as the main section of the boiler. Banking engines
Bank engine

A bank engine or helper engine or pusher engine is a railway locomotive that temporarily assists a train that requires additional power or tractive effort to climb a Grade ....
 (US "helper engines") tended to follow the principles of shunting engines, except that the wheelbase limitation did not apply, so banking engines tended to have more driving wheels. In the US, this process eventually resulted in the Mallet
Mallet locomotive

The Mallet Locomotive is a type of articulated locomotive, invented by a Swiss engineer named Anatole Mallet .In the Mallet locomotive, there are two powered bogies....
 type with its many driven wheels, and these tended to acquire leading and then trailing bogies as guidance of the engine became more of an issue.

As locomotive types began to diverge in the late 1800s, freight engine designs at first emphasised tractive effort, whereas those for passenger engines emphasised speed. Over time, freight locomotive size increased, and the overall number of axles increased accordingly; the leading bogie was usually a single axle, but a trailing truck was added to larger locomotives to support a larger firebox that could no longer fit between or above the driving wheels. Passenger locomotives had leading bogies with two axles, fewer driving axles, and very large driving wheels in order to limit the speed at which the reciprocating parts had to move.

In the 1920s the focus in the United States turned to horsepower, epitomised by the "super power" concept promoted by the Lima Locomotive Works
Lima Locomotive Works

Lima Locomotive Works was an American firm that manufactured railroad locomotives from the 1870s through the 1950s. The company took the most distinctive part of its name from its main shops location in Lima, Ohio....
, although tractive effort was still the prime consideration after World War One to the end of steam. Freight trains were to run faster; passenger locomotives needed to pull heavier loads at speed. In essence, the size of grate and firebox increased without changes to the remainder of the locomotive, requiring the addition of a second axle to the trailing truck. Freight 2-8-2
2-8-2

In the Whyte notation, a 2-8-2 is a railroad steam locomotive that has one leading axle followed by four powered driving wheel and one trailing axle....
s became 2-8-4
2-8-4

In the Whyte notation, a 2-8-4 is a railroad steam locomotive that has one unpowered leading axle followed by four powered driving axles and two unpowered trailing axles....
s while 2-10-2
2-10-2

A 2-10-2 steam locomotive in the Whyte notation for wheel arrangements has two leading wheels , ten driving wheels , and two trailing wheels . In the United States, the 2-10-2 is known as the Santa Fe type, after the railroad "Atchison, Topeka and Santa Fe Railway" that first used the type in 1903....
s became 2-10-4
2-10-4

Under the Whyte notation for the classification of steam locomotives, a 2-10-4 locomotive has two leading wheels, ten driving wheels , and four trailing wheels....
s. Similarly, passenger 4-6-2
4-6-2

Under the Whyte notation for the classification of steam locomotives, a 4-6-2 locomotive has four leading wheels , six coupled driving wheels and two trailing wheels ....
s became 4-6-4
4-6-4

A 4-6-4 locomotive, in the Whyte notation for the classification of steam locomotives, has four leading wheels , six coupled driving wheels and four trailing wheels ....
s. In the United States this led to a convergence on the dual-purpose 4-8-4
4-8-4

Under the Whyte notation for the classification of steam locomotives, a 4-8-4 locomotive has four leading wheels, eight coupled driving wheels and four trailing wheels....
 and the 4-6-6-4 articulated configuration, which was used for both freight and passenger service. Mallet locomotives went through a similar transformation and evolved from bank engines into huge mainline locomotives with gargantuan fireboxes; their driving wheels being increased in size in order to allow faster running.

The end of steam in general use

The introduction of electric
Electric locomotive

An electric locomotive is a locomotive powered by electricity from an external source. Sources include overhead lines, third rail, or an on-board electricity storage device such as a battery or flywheel energy storage system....
 locomotives at the turn of the 20th century spelled the beginning of the end for steam locomotives, although that end was long in coming. As Diesel power, more especially with electric transmission, became more reliable in the 1930s it gained a foothold in North America. The full changeover took place there during the 1950s. In continental Europe large-scale electrification had displaced steam power by the 1970s. Steam had in its favour familiar technology, adapted well to local facilities and consumed a wide variety of fuels; this led to its continued use in many countries to the end of the 20th Century. They have considerably less thermal efficiency than modern diesels, requiring constant maintenance and labour to keep them operational. Water is required at many points throughout a rail network and becomes a major problem in desert areas, as are found in some regions within the United States, Australia and South Africa. In other localities the local water is unsuitable. The reciprocating mechanism on the driving wheels of a two-cylinder single expansion steam locomotive tended to pound the rails (see "hammer blow
Hammer blow

Hammer blow, in rail terminology, refers to the vertical forces transferred to the rail tracks by the driving wheels of a steam locomotive and some diesel locomotives....
"), thus requiring more maintenance
Maintenance of way

Maintenance of way refers to the maintenance of railroad Right-of-way . It can include procedures from the initial grading of the right of way to its general upkeep and eventual dismantling....
. Raising steam from coal took a matter of hours which brought serious pollution problems. Coal-burning locomotives required fire cleaning and ash removal between turns of duty. This was all done in the open air by hand in deplorable working conditions. Diesel or electric locomotives, by comparison, drew benefit from new custom built servicing facilities. Finally, the smoke from steam locomotives was deemed objectionable; in fact, the first electric and diesel locomotives were developed to meet smoke abatement requirements although this did not take into account the high level of invisible pollution in diesel exhaust smoke especially when idling. It should also be remembered that the power for most electric trains is, in fact, derived from steam, generated in a power station.

United States


Mainline diesel-electric locomotives first appeared on the Baltimore and Ohio Railroad
Baltimore and Ohio Railroad

The Baltimore and Ohio Railroad was one of the oldest railroads in the United States and the first common carrier railroad. At first this railroad was located entirely in the state of Maryland with an original line from the port of Baltimore, Maryland, west to Sandy Hook, Maryland....
, in 1935 as locomotive No. 50. The diesel reduced maintenance costs dramatically, while increasing locomotive availability. On the Chicago, Rock Island and Pacific Railroad
Chicago, Rock Island and Pacific Railroad

The Chicago, Rock Island and Pacific Railroad was a Class I railroad in the United States. It was also known as the Rock Island Line, or, in its final years, The Rock....
 the new units delivered over a year, compared with about 120,000–150,000 for a mainline steam locomotive. World War II
World War II

World War II, or the Second World War , was a global military conflict which involved a Participants in World War II, including all of the great powers, organised into two opposing military alliances: the Allies of World War II and the Axis powers....
 delayed dieselisation
Dieselisation

Dieselisation or Dieselization is a term generally used for the increasingly common use of diesel fuel in vehicles, as opposed to gasoline or steam engines....
 in the U.S.A, but the pace picked up in the 1950s. Among large railroads, the Western Pacific Railroad
Western Pacific Railroad

The Western Pacific Railroad was a Class I railroad railroad in the United States. It is now part of the Union Pacific Railroad . It was the second railroad company to use this name....
 was among the first to completely retire steam power. 1960 is normally considered the last year for regular class 1 Main Line standard gauge steam operstions in the United States, with operations on the Grand Trunk Western, Illinois Central, Norfolk and Western, and Duluth Missabe and Iron Range Railroads. The last standard gauge class 1 regular service steam was the was on the Leadville branch of the Colorado and Southern (Burlington Lines) October 11, 1962. The Union Pacific is the only Class I railroad in the U.S. to have never completely dieselized. It has always had at least one operational steam locomotive,Union Pacific 844
Union Pacific 844

Union Pacific 844 is a 4-8-4 steam locomotive owned by Union Pacific Railroad. It was the last steam locomotive delivered to Union Pacific and is unique in that it is the only steam locomotive never retired by a North American Class I railroad....
, on its roster. Some U.S. shortlines continued steam operations into the 1960s, and the Northwestern Steel and Wire
Northwestern Steel and Wire

Northwestern Steel and Wire was a steel mill and wire factory located in Sterling, Illinois. It began producing steel in 1936 and ceased production in 2001....
 mill in Sterling, IL, continued to operate steam locomotives until December 1980. The Silverton branch of the Denver and Rio Grande Western, which in 1982 became the Durango and Silverton Narrow Gauge Railroad, continues to use steam locomotives, as it has since construction in 1882.

United Kingdom


Trials of diesel locomotives and railcar
Railcar

A railcar is a self-propelled Rail transport vehicle designed to transport passengers. The term "railcar" is usually used in reference to a train consisting of a single Coach , with a driver's cab at one or both ends....
s began in the United Kingdom in the 1930s but made only limited progress. One problem was that British diesel locomotives were often seriously under-powered, compared with the steam locomotives against which they were competing.

After 1945, problems associated with post-war reconstruction and the availability of cheap domestic-produced coal kept steam in widespread use throughout the two following decades. However the ready availability of cheap oil led to new dieselisation programmes from 1955 and these began to take full effect from around 1962. Towards the end of the steam era, which came about in 1968, steam motive power was allowed to fall into a dire state of repair; this along with the absence of attention given to the attendant staff working conditions could only accelerate the decline to such a degree that British Railways estimated that its steam locomotives accounted for around four times more in running costs than diesels. The use of steam locomotives in British industry
Industrial railway

An industrial railway is a type of private railway used exclusively to serve a particular industrial site, either entirely within a Mining or factory compound, or connecting the site to public freight network....
 continued on an ever-reducing scale into the late 1980s, but the poor availability of replacement parts, coupled with the decline of the coal mining industry, led to the disappearance of steam power for commercial uses.

Russia

In the USSR, although the first mainline diesel-electric locomotive was built in USSR in 1924, the last steam locomotive (model ?36, serial number 251) was built in 1956; it is now in the Museum of Railway Machinery at former Warsaw Rail Terminal, Saint Petersburg
Saint Petersburg

Saint Petersburg is a types of inhabited localities in Russia and a federal subjects of Russia of Russia located on the Neva River at the head of the Gulf of Finland on the Baltic Sea....
. In the European part of the USSR, almost all steam locomotives were replaced by diesel and electric locomotives in the 1960s; in Siberia
Siberia

Siberia , is the name given to the vast region constituting almost all of North Asia and for the most part currently serving as the massive central and eastern portion of the Russian Federation, having served in the same capacity previously for the Soviet Union from its beginning, and the Russian Empire beginning in the 16th century....
 with its cheap coal, steam locomotives were in active use till the mid-1970s. However, some photographs exist of Russian steam locomotives at work into the 1980s, and many accurate historical records state that Russian Decapods, L-class 2-10-0s, and LV-class 2-10-2s were not retired until 1980-1985, implying that the best of Russian steam, such as the P36 class, remained on the active rosters into the 1990s. Until 1994, Russia had at least 1,000 steam locomotives stored in operable condition in case of "national emergencies" - as a result, more than 200 steam locomotives are still in working condition.

South Korea

In South Korea, the first steam locomotive was the Moga (Mogul?) 2-6-0
2-6-0

In the Whyte notation for the classification of steam locomotives by wheel arrangement, a 2-6-0 has a pair of leading wheels followed by six driving wheels....
, followed by; Sata, Pureo, Ame, Sig, Mika, Pasi, Hyeogi, Class 901, Mateo, Sori, and Tou. Used until 1967, that locomotive is now in the Railroad Museum.

Other countries


In other countries, the conversion from steam was slower. By March 1973 in Australia
Australia

Australia, officially the Commonwealth of Australia, is a country in the southern hemisphere comprising the Australia of the world's smallest continent, the major island of Tasmania, and numerous list of islands of Australia in the Indian Ocean and Pacific Oceans....
, steam had vanished in all states. Diesel locomotives were more efficient and the demand for manual labour for service and repairs was less than steam. Cheap oil had cost advantages over coal.

Bmr 423, 1993, Reading, Pennsylvania
In Finland
Finland

Finland , officially the Republic of Finland , is a Nordic countries situated in the Fennoscandian region of northern Europe. It borders Sweden on the west, Russia on the east, and Norway on the north, while Estonia lies to its south across the Gulf of Finland....
, the first diesels were introduced in the mid-1950s and they superseded the steam locomotives during the early '60s. The State Railways (VR
VR Group

VR or VR Group is a state-owned railway company in Finland, and formerly known as Suomen Valtion Rautatiet ' until 1922 and Valtionrautatiet / Statsj?rnv?garna ' until 1995....
) operated steam locomotives until 1975.

In Poland
Poland

Poland , officially the Republic of Poland , is a country in Central Europe. Poland is bordered by Germany to the west; the Czech Republic and Slovakia to the south; Ukraine, Belarus and Lithuania to the east; and the Baltic Sea and Kaliningrad Oblast, a Russian Enclave and exclave, to the north....
, on non-electrified tracks steam locomotives were superseded almost entirely by diesels by the early '90s. A few steam locomotives, however, operate still from Wolsztyn
Wolsztyn

Wolsztyn [] is a town in central Poland, situated in the Greater Poland Voivodeship, previously in Zielona Gora Voivodeship. It is the seat of Wolsztyn County....
. Although they are maintained operational rather as a means of preserving railway heritage and as a tourist attraction, they do haul regular scheduled trains (mostly to Poznan
Poznan

Poznan is a city in west-central Poland with over 567,882 inhabitants . Located on the Warta River, it is one of the oldest cities in Poland, making it an important historical centre and a vibrant centre of trade, industry, and education....
). Apart from that, numerous railway museums and heritage railways (mostly narrow gauge
Narrow gauge

A narrow gauge railway is a railway that has a track gauge narrower than the of standard gauge railways. Most existing narrow gauge railways have gauges of or less....
) own steam locomotives in working condition.

In Germany steam continues to be used on a daily all-year-round basis on several narrow gauge passenger railways. The largest of these is the Harzer Schmalspur Bahnen network in the Harz Mountains, with dozens of daily trains on several routes.

In India
India

India, officially the Republic of India , is a country in South Asia. It is the List of countries and outlying territories by total area country by geographical area, the List of countries by population country, and the most populous liberal democracy in the world....
 steam locomotives were in use until 2000; they were replaced by a combination of diesel and electric locomotives. Steam locomotives from India were then sold to an undisclosed African country. A steam locomotive celebration run was organised between Thane
Thane

Thane is a city in Maharashtra, India, part of the Mumbai Conurbation, northeastern suburb of Mumbai at the head of the Thane Creek. It is the administrative headquarters of Thane District....
 and Mumbai
Mumbai

Mumbai— formerly Bombay, is the capital of the Indian state of Maharashtra. The city proper has approximately 14 million people and, along with the neighbouring suburbs of Navi Mumbai and Thane, Mumbai forms the World's largest urban agglomerations according to the United Nations World Urbanization Prospects report with around 19...
 to commemorate the 150th year of railways in India.

In South Africa
South Africa

The Republic of South Africa, also known by Official names of South Africa, is a country located at the southern tip of the continent of Africa....
 an oil embargo
Embargo

In international commerce and International relations, an embargo is the prohibition of commerce and trade with a certain country, in order to isolate it and to put its government into a difficult internal situation, given that the effects of the embargo are often able to make its economy suffer from the initiative....
 combined with an abundance of cheap local coal and a cheap labour force, ensured steam locomotives survived into the 1990s. Locomotive engineer L. D. Porta's
Livio Dante Porta

Livio Dante Porta was an Argentina Locomotive#Steam engineer. He is particularly remembered for his innovative modifications to existing locomotive systems in order to obtain higher performance, energy efficiency and reduced pollution....
 designs appeared on a Class 19D engine in 1979, then a former Class 25 4-8-4 engine, became a Class 26, termed the "Red Devil" No. 3450, which demonstrated an improved overall performance with decreased coal and water consumption. The single class 26 locomotive operated until the end of steam. Another class 25NC locomotive, No. 3454, nicknamed the "Blue Devil" because of its colour scheme, received modifications including a most obvious set of double side-by-side exhaust stacks. In southern Natal, two former South African Railway gauge NGG16 Garratts operating on the privatised Port Shepstone & Alfred County Railway (ACR) received some L. D. Porta modifications in 1990 becoming a new NGG16A class.

China
China

China is a Culture of China, an ancient civilization, and, depending on perspective, a national or multinational entity extending over a large area in East Asia....
 continued to build mainline steam locomotives until late in the century, even building a few examples for American tourist operations. Since China was the last main-line user of steam locomotives, ending officially at the beginning of 2006, it is plausible that many still exist in industrial operations or in more remote parts of China. Many coal mines and smaller cities, such as Pingdingshan and Hegang, maintain an active roster of JS, SY, or QJ
China Railways QJ

The QJ was a type of heavy freight steam locomotive used on China Railways.A prototype was made by in 1956, but the majority were made by Datong from 1964 to 1988 ....
 steam locomotives bought secondhand from China Rail. The last steam locomotives built in China were of the SY 2-8-2 class, built until 1999. The last steam locomotive built in China was SY 1772, finished in 1999. As of 2008, at least five Chinese steam locomotives exist in the United States - 3 QJ's bought by RDC (2 for IAIS
Iais

Iais is a genus of isopod crustaceans. It includes the following species :*Iais aquilei Coineau, 1977*Iais californica ...
 and 1 for R.J. Corman), a JS bought by the Boone Scenic Railway, and an SY bought by the NYSW for tourist operations, but re-painted and modified to represent a 1920s era US locomotive.

Pakistan
Pakistan Railways

Pakistan Railways is the Government of Pakistan railway company of Pakistan. It is a large organization under the administration of the Pakistani Government's Ministry of Railways ....
 still has a regular steam locomotive service; a line operates in the Northwest Frontier Province and Sindh; It has been preserved as a "nostalgia" service for tourism in exotic locales, indeed it is specifically advertised as being for "steam buffs".

Hopes of revival

Dramatic increases in the cost of diesel fuel prompted several initiatives to revive steam power. None of these has progressed to the point of production, and in the early 21st century, the steam locomotives operate only in a few isolated regions and in tourist operations
Heritage railway

A heritage railway , preserved railway , tourist railway , or tourist railroad is a term used for a railway which is run as a tourist attraction, is usually but not always run by volunteers, and seeks to re-create railway scenes of the past....
.

In Germany
Germany

Germany , officially the Federal Republic of Germany , is a country in Central Europe. It is bordered to the north by the North Sea, Denmark, and the Baltic Sea; to the east by Poland and the Czech Republic; to the south by Austria and Switzerland; and to the west by France, Luxembourg, Belgium, and the Netherlands....
 a small number of fireless steam locomotives
Fireless locomotive

A fireless locomotive is a type of locomotive designed for use under conditions restricted by either the presence of flammable material or the need for cleanliness ....
 are still working in industrial service, e.g. at power stations.

The Swiss company Dampflokomotiv und Maschinenfabrik DLM AG delivered several new steam locomotives to rack railway
Rack railway

A cog railway, pens and rails railway, rack-and-pinion railway or rack railway is a railway with a toothed rack and pinion, usually between the running Rail tracks#railway rail....
s in Switzerland
Switzerland

Switzerland is a landlocked Swiss Alps country of roughly 7.7 million people in Western Europe with an area of 41,285 km?. Switzerland is a federal republic consisting of 26 states called Cantons of Switzerland....
 and Austria
Austria

Austria , officially the Republic of Austria , is a landlocked country in Central Europe. It borders both Germany and the Czech Republic to the north, Slovakia and Hungary to the east, Slovenia and Italy to the south, and Switzerland and Liechtenstein to the west....
 between 1992 and 1996. One was the Brienz Rothorn Bahn
Brienz Rothorn Bahn

The Brienz Rothorn Bahn is an gauge tourist rack railway in Switzerland, which climbs from Brienz, at the eastern end of Lake Brienz, to the summit of the Brienzer Rothorn mountain....
.

Several heritage railways in the United Kingdom have built new steam locomotives in the 1990s and early 2000s. These include the narrow gauge Ffestiniog
Ffestiniog Railway

The Ffestiniog Railway is a narrow gauge railway heritage railway, located in North West North Wales. It is a major tourist attraction located mainly within the Snowdonia National Park....
 and Corris
Corris Railway

The Corris Railway is a narrow gauge railway heritage railway railway based in Corris on the border between Merionethshire and Montgomeryshire in Mid-Wales....
 railways in Wales
Wales

native_name = Cymru|conventional_long_name = Wales|common_name = Wales|image_flag = Flag of Wales 2.svg|national_motto = ...
. The Hunslet Engine Company
Hunslet Engine Company

The Hunslet Engine Company is a United Kingdom locomotive-building company founded in 1864 at Jack Lane, Hunslet, Leeds, West Yorkshire, England by John Towlerton Leather, a civil engineering contractor, who appointed James Campbell as his Works Manager....
 was revived in 2005 and is now building steam locomotives on a commercial basis. A standard gauge LNER Peppercorn Pacific
LNER Peppercorn Class A1

The London and North Eastern Railway Peppercorn Class A1 is a type of express passenger steam locomotive. Forty-nine original Peppercorn Class A1s were built to the design of Arthur Peppercorn during the early British Railways era, but all were scrapped with the discontinuation of steam, with none of the original production run surviving...
 Tornado
LNER Peppercorn Class A1 60163 Tornado

60163 Tornado is a brand new main line steam locomotive built in Darlington, England. She is the first such locomotive to be built in the United Kingdom since BR standard class 9F 92220 Evening Star, the last steam locomotive built by British Rail, in 1960....
 was completed at Hopetown Works
Hopetown Carriage Works

Hopetown Carriage Works, built in 1853 by Joseph Sparkes in Darlington , was a workshop of the oldest railway in the world, the Stockton and Darlington Railway....
, Darlington
Darlington Works

Darlington railway works, known in the town as North Road Shops, was built in 1863 by the Stockton and Darlington Railway in the town of Darlington in the north east of England....
, England and made its first run on 1 August 2008. It will enter mainline service later in 2008, with demonstration trips in France and Germany planned.

In 1980, American financier, Ross Rowland
Ross Rowland

Ross E. Rowland, Jr. is a significant figure in the United States railroad historic preservation, recreation and enthusiast communities who is closely identified with running public and demonstration excursions on existing railroads utilizing steam locomotives....
, established American Coal Enterprises to develop a modernized coal-fired steam locomotive. His ACE 3000 concept attracted considerable attention but never materialized.

Steam locomotives on coins

Steam locomotives have left such a legacy behind, that they have been the main topic for numerous collectors and bullion coins. On of the most recent ones is the famous 20 euro Biedermeier Period coin
Euro gold and silver commemorative coins (Austria)

Euro gold and silver commemorative coins are special euro coins Mint and issued by member states of the Eurozone. They are minted mainly in gold and silver, although other precious metals are also used on rare occasions....
, minted in June 11 2003. The obverse of the coin shows a premature steam locomotive (the AJAX) on Austria's first railway line, the Kaiser Ferdinand's Nordbahn. The AJAX can still be seen today in the Austrian railway museum.

See also


Manufacturers

, 1943]]
  • Beyer Peacock
  • Neilson and Company
    Neilson and Company

    Neilson and Company was a locomotive manufacturer in Glasgow, Scotland.The company was started in 1836 at McAlpine Street by Walter Neilson and James Mitchell to manufacture marine and stationary engines....


External links

  • Photos of Steam Locomotives from all over the World


Further reading

Many thousands of books about steam locomotives have been published, particularly since railway companies have turned to alternative forms of propulsion. The following is a list of earlier books that may be of use for serious research.

  • C. E. Wolff, Modern Locomotive Practice: A Treatise on the Design, Construction, and Working of Steam Locomotives (Manchester, England, 1903)
  • Henry Greenly, Model Locomotive (New York, 1905)
  • G. R. Henderson, Cost of Locomotive Operation (New York, 1906)
  • W. E. Dalby, Economical Working of Locomotives (London, 1906)
  • A. I. Taylor, Modern British Locomotives (New York, 1907)
  • E. L. Ahrons, The Development of British Locomotive Design (London, 1914)
  • E. L. Ahrons, Steam Engine Construction and Maintenance (London, 1921)
  • J. F. Gairns, Locomotive Compounding and Superheating (Philadelphia, 1907)
  • Angus Sinclair, Development of the Locomotive Engine (New York, 1907)
  • Vaughn Pendred, The Railway Locomotive, What it is and Why it is What it is (London, 1908)
  • Brosius and Koch, Die Schule des Lokomotivführers (thirteenth edition, three volumes, Wiesbaden, 1909-1914)
  • G. L. Fowler, Locomotive Breakdowns, Emergencies, and their Remedies (seventh edition, New York, 1911)
  • Fisher and Williams, Pocket Edition of Locomotive Engineering (Chicago, 1911)
  • T. A. Annis, Modern Locomotives (Adrian Michigan, 1912)
  • C. E. Allen, Modern Locomotive (Cambridge, England, 1912)
  • W. G. Knight, Practical Questions on Locomotive Operating (Boston, 1913)
  • G. R. Henderson, Recent Development of the Locomotive (Philadelphia, 1913)
  • Wright and Swift (editors) Locomotive Dictionary (third edition, Philadelphia, 1913)
  • Roberts and Smith, Practical Locomotive Operating (Philadelphia, 1913)
  • E. Prothero, Railways of the World (New York, 1914)
  • M. M. Kirkman
    Marshall Monroe Kirkman

    Marshall Monroe Kirkman was an United States authority on railways, born in Illinois. He entered the service of the Chicago and North Western Railway in 1856 and rose to the position of vice-president in 1889....
    , The Locomotive (Chicago, 1914)
  • C. L. Dickerson, The Locomotive and Things You Should Know About it (Clinton, Illinois, 1914)
  • P. W. B. Semmens, A. J. Goldfinch, How Steam Locomotives Really Work (Oxford University Press, USA, 2004) ISBN 0-19-860782-2
  • Gerald A Dee, A Lifetime of Railway Photography in Photographer Profile, Train Hobby Publications, Studfield, 1998. (Australian steam)
  • Leon Oberg, Locomotives of Australia, Reed, Sydney, 1975.
  • Swengel, F. M. The American Steam Locomotive; Vol. 1. The Evolution of the American Steam Locomotive, Midwest Rail Publication, Iowa, 1967.
  • ????? ?.?. ?????????? ????????????? ???????? ????? 1845-1955 ?????????, ??????, 1995
    (Rakov V.A. Locomotives of fatherland's railways 1845-1955 Transport, Moscow, 1995 (in Russian))