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STEAM LOCOS COME OF AGE
THE EVOLUTION OF
ELECTRIC RAILWAYS
By the turn of the century, steam
locomotives were the supreme mode of
land-based transport. But there were
already a number of places where
electric locos were more suitable.
By BRYAN MAHER
The first underground city
railway began operating in London
in 1863, initially using steam
locomotives. Yes, doubting reader,
they really were steam operated.
Smoke abatement measures included ventilation shafts at strategic
points along the tunnels and a unique locomotive design whereby the
exhaust smoke and steam was
piped back into the side watertanks. But passengers still coughed
and spluttered.
The solution was the introduction
of some electric locomotives in
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1890, leading ultimately to the use
of electric multiple unit sets. A live
third rail laid beside or between the
running rails provided direct current supply to an insulated sliding
brass shoe attached underneath
the train. Voltages up to 750 volts
were used and the return current
passed back via the wheels and the
running rails.
The second happening destined
to eventually change the face of
railroading was the invention in
1897 of an internal combustion
engine using compression ignition
of fuel. This engine was the brain
child of Germany's Herr Doktor
Rudolph Diesel.
Intended initially for aircraft
propulsion, the failure of the diesel
engine in this application lead to its
use in shipping. Railway applications of the diesel engine were slow
in coming though, with Sweden taking the honours for the first dieselelectric locomotive in 1913. We'll
talk more about that later in this
series.
Electric traction develops
The London Underground was
not the first foray into electric propulsion for trains. The world's first
electric railway carrying farepaying passengers ran in Berlin,
Germany in 1879. True - it only
carried twenty passengers sitting
atop three flat trucks running on a
narrow rail gauge (less than
500mm).
This was the first use of the
voltage supply on a 'live' third rail
One of the world's first articulated
Mallet type locos. Delivered to the
Santa Fe Railroad in 1909, it weighed
close to 300 tonnes in working trim
and had a tractive effort of 108,300
lbs, greater than anything ever built
for Australia or England. (Santa Fe
photo).
system. Installed at the Berlin Exhibition by Siemens-Halske, its top
speed of 13km per hour was impressive, at least to the frightened
passengers.
In the following year, Thomas
Edison opened to the public his
small electric railway at Menlo
Park, New Jersey USA.
By 1881 a 2.5km electric tramway was operating in Berlin and
Lichterfelde, Germany, while in the
USA Edison commissioned the first
steam driven electric power station
at Perl Street, New York City the
following year. Frank Sprague
operated an electric railway
system at St. Joseph, Missouri USA
in 1887, and a larger system, The
Union Passenger Railroad, at Richmond Virginia immediately
followed.
Tunnels again
The greatly respected Baltimoreand-Ohio Railroad chose to electrify a section of their main line in
1895 because of the problems
associated with steam locomotives
in the 2.4 kilometre tunnel at
Howard Street, Baltimore. This, the
first main line electrification in
America, used low voltage direct
current on an overhead trolley wire
(using the catenary suspension
system) from 1895 until 1901 when
a third rail system was substituted.
In New York, Boston and
Chicago, the city fathers inflicted
upon their citizens the dreaded
"EL", the Electric Elevated Street
railroad systems, to celebrate the
turn of the century.
To date all systems had used
direct current, of 500, 600 or 750
volts, collected from the live third
rail. Difficulties with commutators,
used for carrying currents into the
motor armatures, placed a practical limit on the direct current
voltage at around 1500 volts. Some
systems, however, placed two
motors in series and used 3000
volts.
Massive generators were installed at four to 10 kilometre intervals
along the tracks. These connected
to either a live third rail beside or
between the running rails, or alternatively to a catenary Wire strung
high above the roof of the train.
These designs are used to this day
in many parts of the world.
The live third rail method was
adopted by the United States for
elevated and underground tracks,
and also by the London
Underground which spread vertically and horizontally and eventually grew into the world's largest
electric suburban railway system.
It uses a 750 volt direct current
supply.
Italian pioneering
Italy, always a nation to 'do it
their own way', brought into use in
1900 the world's first Three Phase
Alternating Current Electric
Railway. As a nation without coal
resources for ground-based power
stations, their hydro-electric
generators were inevitably situ:ited
far from the rail tracks.
To ease the problems of long
distance electricity transmission
and to allow simpler transformer
substations near the tracks, alternating current was adopted. Thus
track-side equipment was notably
cheaper than the rotary machines
used in England, the USA and Germany. A big problem arose,
however, with traction motor
design.
Westinghouse in America was
pioneering alternating current (AC)
motors for workshop and stationary
machine use, using the three-phase
induction motor principle. But there
is a big problem with induction
motors in that they have a very
strong tendency to run at one single
speed (the so-called synchronous
speed). This is an advantage in
many appications but this onespeed tendency was a severe
drawback in railway traction.
Nevertheless, Italy persevered
with the 3-phase system for their
railways and in much of the country
used it exclusively. By 1928,
2600km of main lines were working
on 3-phase AC. Two separate
overhead catenary wires hung
above the train while the tracks
formed the necessary third phase
conductor. As you might expect,
great difficulties plagued the
overhead wiring at track
crossovers and points.
The advantages of a 3000 volt DC
system were finally recognised in
1928, but so extensive was the
three-phase AC system that the last
of it was not converted to DC until
1971. Currently, nearly 9000km of
3000 volt DC systems provide the
Italian nation with an excellent
service.
Full steam ahead
Meantime, neither the English
nor the Americans were very enthusiastic about electrified main
line railways, except of course for
inner city, underground and
elevated track sections. Strange indeed is the history of this section of
the industry.
England, Australia and many
other countries slowly increased
their electric suburban lines and
regarded them as investments in
the future, but in the United States
the opposite occured.
Between 1890 and the World
War I, the US railroad companies
built close on 40,000km of these
small electric commuter systems
but by the time of World War II a
DECEMBER1987
69
Built in 1944 for the Santa Fe Railroad by the Baldwin Locomotive Works, this 4001tonne heavy freight loco was capable
of a tractive effort of 93,000lbs and high speeds. Its height was 4.87 metres and its length was nearly 30 metres.
large proportion of these had gone,
replaced by the spreading blight of
automobile mania.
English development up to the
1940s consisted mainly of raising
running speeds of steam trains,
track straightening, and building
some beautiful top class steam
locomotives capable of running for
up to 600 kilometres without
stopping.
These locos featured a passageway through the tender to the first
carriage to allow a change of crew
without stopping, and a scoop
below the tender to pick up water
from a long trough between the
rails while travelling at high speed.
The English saw no need for very
large tenders, and their relatively
flat terrain allowed them to design
steam locomotives for speeds over
170 km per hour with little need for
particularly high drawbar-pull.
Many of their locomotives were
of . the 4-6-0 wheel arrangement,
meaning four small wheels in a
leading bogie followed by six larger
driving wheels with no small
wheels behind the drivers.
With larger designs, a trailing
bogie of two wheels might be added
to support the extra weight of a bigger firebox. This wheel arrangement is called the 4-6-2 or "Pacific"
type and was famed for its fantastic
performance hauling the "Flying
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Scotsman''.
Some 2-8-2 locomotives were in
use from 1925 and in 1952 a rather
strange looking 2-10-0 design took
to the rails and was promptly
nicknamed the "Decapod".
Though the English had electric
suburban trains aplenty, and were
manufacturing electric locomotives
for many overseas orders, they had
only six electric locomotives running in their own country as late as
1948.
Back in the USA
Meantime across the Atlantic,
the Americans were similarly concentrating all their efforts on bigger
and faster steam locomotives, top
class luxury trains, and straighter
and stronger tracks. In the 1920s to
the 1940s they reached their peak
with such well remembered famous
trains as the ''Twentieth Century
Limited" from New York to Chicago
on the New York Central system,
and the "Super Chief" from
Chicago to Los Angeles on the Atchi son, Topeka & Santa Fe
Railroad.
Few countries can boast songs
eulogising their trains but such hits
as "Orange Blossom Special" and
"Chattanooga Choo Choo" show the
high esteem in which US trains
were held in their heyday.
From the beginning, the
American scene featured 8-wheel
bogie freight waggons which were
much larger than the 4-wheel goods
trucks commonly seen in England.
The bogie design also allowed
higher running speeds. And the
English weren't the only ones
developing steam locomotives
capable of running long distances
without stopping.
The Americans, with their
heavier trains and mountainous
country, were forced into building
larger steam locomotives than any
other nation.
Consider the Union Pacific
Railroad which crosses the Rocky
Mountains at the 2.5km (8250 feet)
high Sherman's Hill in Wyoming.
This is via a long, long 104km continuously rising slog upwards at a
1-in-120 gradient.
This mountain crossing led to the
building of a number of huge steam
locomotives, including the massive
4-8-8-4 "Big Boys" which developed
7.46 megawatts of power. These
locos had two sets of eight driving
wheels and four cylinders. They
were also articulated so that they
would go around bends.
The Santa. Fe Railroad from
Chicago to California crosses the
Rockies at the 2.4km (7590 feet)
high Ra ton Pass which is approached by a very long 1-in-33 gradient.
This beautiful example of the steam loco designer's art enabled Santa Fe heavy freight trains to run at express speeds
over thousands of kilometres. Those driving wheels are more than two metres in diameter.
To conquer such obstacles the
railroad as early as 1909 obtained
the world's first four cylinder articulated Mallet type steam locos
whose drawbar pull or tractive effort exceeded 100,000lbs.
Early articulated models were
not stable enough to run at high
speeds, but later efforts in the late
1930s could run at passenger
speeds. Known as the Mallet
design, it became a symbol of the
enormous size of all large US
railroads.
Towards the end of the steam
era, the Santa Fe Railroad purchased some beautiful examples of the
locomotive art, typified by the 2900
class, a 4-8-4 type with a huge
tender carried on sixteen wheels,
and the equivalent freight model,
the 2-10-4 type 5011 class.
Each tender carried 32 tonnes of
fuel and 120 tonnes of water. To
achieve express speeds the driving
wheels of the 2900 class were just
over two metres in diameter! (To
give you an idea of how big that is,
it's about the height of a standard
domestic door!)
These locomotives often ran for
as much 2850km before being taken
off the train for running service.
Although the Santa Fe Railroad
operates no electric locomotives,
diesel electrics were introduced as
early as 1935 and progressively in-
creased in numbers until the steam
era finally ended in 1959.
American electric triumphs
Over in the eastern side of the
United States, the Allegheny and
Appalachian mountains in Virginia
and Pennsylvania proved to be a
formidable barrier to the locomotive builders of the Chesapeake
& Ohio, Baltimore & Ohio, the
Virginia and the Pennsylvania
Railroads. Before the first two of
these amalgamated, they purchased some amazing steam motive
power, including the only 2-6-6-6-0
type locomotives ever built. These
claim the record for the highest
power output of any steam
locomotive.
But the Virginia and the Pennsylvania have a more important
reason to be included in our story
for they both introduced electric
locomotives early in the piece.
The Virginia Railroad probably
will hold forever its distinction of
operating locomotives having by far
the highest drawbar pull or tractive
effort. The purpose of their line was
A 1950s vintage American diesel-electric locomotive at Kingston, Rhode Island,
in 1975. This loco was typical of many which replaced steam in the USA
between 1940 and 1960.
DECEMBER 1987
71
Pride of the Pennsylvania Railroad were the fast and powerful GG1 class electric locos. They showed the USA the
capabilities of electric traction.
to haul West Virginian coal up and
over the Alleghenies and the Appalachians to the seaports of
Chesapeake Bay.
For the downhill and level
coastal section of the route, their
15,000 tonne trains used one
2-10-10-2 compound steam loco having a drawbar pull of 783
kilonewtons (176,000 lbs), the
highest figure for any steam
locomotive ever built. For the uphill
sections they cut the train into 5000
tonne sections each headed by
(wait for it!) a triple-unit electric
locomotive having 1234 kilonewton
(27.7,500 lbs) drawbar pull, the
highest figure achieved by any loco
ever built.
For climbing the 220km single
track mountain section, mostly at a
gradient of 1-in-30, traffic
schedules were arranged so that
loaded up-trains never had to stop
at crossing loops, but slogged
endlessly uphill at a steady pace,
all trains of empties having to wait
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where required. Little wonder that
their plant earned the name " The
Transportation Factory' ' .
Contrast this with modern diesel
electric locomotives rated singly at
50,000 to 80,000lbs of drawbar
pull, intended to be coupled in
groups of two, three, or more as
needed. Eventually the Virginia
Railroad was incorporated into a
larger system, the Norfolk &
Western Railway.
The Pennsylvania RR
The Pennsylvania Railroad,
dating from 1831, went through a
number of name changes and
amalgamations before coming to its
final 1874 form when , with
17,000km of track, it was the
largest in the United States. It is important to our story, because it has
featured high speed expresses
hauled by electric locomotives over
long distances for about 50 years.
That's if we include the years
since their acquisition in 1971 by
the Government-sponsored Amtrak
organization. The Pennsylvania RR
purchased from the General Electric Company many wellengineered electric locos, including
the legendary GGls which were
top-class units lasting from the
1930s to their final replacement in
1981.
These large and powerful
machines, 24.23 metres (79 feet six
inches) long and 4.57 metres (15
feet) high weighed in at 213 tonnes.
Interestingly, their classic
streamlined curves were created
by the famed French-born industrial designer Raymond Loewy
who also designed the Studebakers
of the 50s.
They are now replaced by newer
electric locomotives, but more
about that in a future episode.
Grateful thanks to Santa Fe
Railroad; Conrail; Amtrak; Swedish
Railways; and the SRA of NSW for
data and photos.
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