Dictionary of Railway Terms
Here is a collection of over 300 descriptions of the parts of the steam locomotive compiled to assist locomotive enthusiasts to further their knowledge of the most remarkable mechanical machine ever created by man. Although it is based on UK practice and design, it has much of interest to world wide readers and it includes some historical notes about the development of the steam locomotive.
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A B C D E F G H I J K L M N O P Q R S T U V W X Y Z
A...
ADHESION
The grip of the driving wheels of a locomotive obtained on the
rail, particularly important when starting. The weight on the driving wheels is
particularly helpful in this respect. (PRC)
ADHESIVE FACTOR
The ratio of maximum tractive effort, expressed in pounds, to
the adhesive weight,
also in pounds, of a locomotive. It will usually be about 25% of the adhesive
weight for a locomotive with two or four cylinders. For a locomotive with three
cylinders, the adhesive factor might be reduced to 3.5 to 1. (PRC)
ADHESIVE WEIGHT
The adhesive weight is that part of the locomotive weight
carried on the driving wheels which can therefore contribute towards adhesion.
See also Adhesive
Factor. (PRC)
ADMISSION, STEAM
In steam engine operation, the period during which the valve
exposes the steam port to allow live steam to enter the cylinder. The admission
period is restricted to a percentage of the piston stroke. See also Cut
off and expansion. (PRC)
ADRIATIC TYPE
LOCOMOTIVE
A locomotive with a 2-6-4 wheel
arrangement, first introduced in 1909 on the Austrian State Railway and said
to have been named after its use on a route by the eastern shore of the Adriatic
Sea. (PRC)
AIR BRAKE
Standard train brake originating in the US using compressed
air in which the control is actuated from a driver's
brake valve. A fall in brake
pipe air pressure causes a brake application on each vehicle whilst a
restoration of pressure causes the brake to release. A triple
valve on each vehicle monitors the pressure in the brake pipe. When pressure
falls, the distributor allows air from an auxiliary
reservoir on the vehicle to pass to the brake
cylinders to apply the brake. When pressure rises, the triple valve releases
the air from the brake cylinder and recharges the auxiliary reservoir for the
next application, using air from the brake pipe as it recharges. (PRC)
Air brakes were not popular on most UK steam railways, who preferred the vacuum brake on account of its simplicity and cheapness. (PRC)
AIR OPERATED
REVERSER
Sometimes used on locomotives equipped with compressors
for air brake
operation. William Stroudley of the London & Brighton & South Coast
Railway used such a reverser in 1882. It was widely used in the US where valve
gear became too large to be operated manually. (PRC)
ALLAN VALVE GEAR
A type of valve
gear designed by Alexander Allan, one time locomotive superintendent of the
LNWR, in 1855. It was similar to the Stephenson valve gear but the reversing
lever moved both the link
and the block at the same time instead of only the link. It enabled the link to
be made straight and of less vertical height. See also Link
Valve Gear. (PRC)
ANTI-VACUUM VALVE
Also known as a 'snifting valve'. A valve provided on engines
with piston valves
to allow air into the steam passages while the locomotive is moving with the regulator
closed. In this condition, the pistons act as pumps, trying to drag air into the
cylinders and compress it. A partial vacuum is created in the steam
chest and this can drag ash into it from the smokebox.
Anti-vacuum valves provide some relief of this problem at low speed with a long
cut off but will not help much at higher speeds. For this reason, drivers
normally open the regulator
a little (crack it) when coasting to allow some steam to pass through the
passages and exhaust in the normal way. The anti-vacuum valves may be mounted on
the steam chests or singly or in pairs on the smokebox when they are connected
to the saturated side of the superheater
header. (PRC)
ARTICULATED LOCOMOTIVE
A locomotive where two engines (sets of cylinders, valve gear
and wheels) were provided under the same frame but pivoted to allow transition
through curves in spite of the long wheelbase. Garratt
and Mallet were
two types of articulated locomotives. Much favoured in Africa, India and the US
but not common in Europe and the UK. Some locomotives built to Fairlie's
patent also had two engines but not all were articulated. (PRC)
ASHPAN
The light steel receptacle under the locomotive grate into
which ash from the fire falls. It is usually fitted with dampers to adjust the
airflow through the fire. Some ashpans were provided with water sprays to reduce
dust when the fire was being cleaned. (PRC)
ATLANTIC TYPE LOCOMOTIVE
Name given to the 4-4-2 type of locomotive, originally derived
either from the locomotives of the Philadelphia Railroad which ran between
Camden PA and Atlantic City or from the group of this type built for the
Atlantic Coast Railroad. The type was first introduced in the US in 1888 for the
Lehigh Valley RR and in UK on the GNR in 1898 to a design by H.A. Ivatt. (PRC)
B...
BALTIC TYPE LOCOMOTIVE
A locomotive with a 4-6-4 wheel arrangement. (PRC)
BAKER VALVE GEAR
A type of valve gear similar to Walschaerts
but with less moving parts. It was popular in the US but was rarely if ever
tried in Europe. (PRC)
BANJO
The UK locomotive driver's nickname for certain types of
vacuum
brake valve handle in the cab, from its shape. Also used on some UK railways
to denote a disc type ground signal. The name was also used to describe the dome
cover on certain LNER locomotives on account of its shape. (PRC)
BANKER
Nothing to do with money. See Banking Locomotive. (PRC)
BANKING LOCOMOTIVE
A locomotive used to assist trains over a section of line
incorporating a long or steep 'bank' or grade. Many banks had permanent
allocations of 'banking engines' or 'bankers', which were attached to the rear
of heavy trains which stopped specially to pick them up. At the end of the
section where assistance was required, the banking engine would drop off without
stopping the train and later return to the bottom of the bank to assist another
train. In US known as 'helpers'. (PRC)
BAR FRAME
Type of locomotive frame almost universal in the US but rare
in the UK. It originated in the UK in 1830 when it appeared on an 0-4-0
locomotive named Liverpool built by Edward Bury which was sold to the Petersburg
Railway in 1833. (PRC)
Bar frames were constructed of steel bars of about 4 inches square section. They were first used in US locomotive construction in the early 1840s. (PRC)
BEECHING
Dr. Beeching - Infamous arch villain of the railway world.
BELL, LOCOMOTIVE
Locomotives in the US are required to carry a bell which is
sounded as a warning when the train is moving within station limits. On many
locomotives, these are automatically operated. The bell was first required by a
law passed in the State of Massachusetts in 1835. Not used in the UK where,
unlike many other countries, railways are fenced. (PRC)
BELPAIRE BOILER
A design of boiler
first developed by Alfred Belpaire, a Belgian locomotive engineer, in 1860, with
an improved design in appearing in 1864. This later design consisted of a firebox
with a flat top which allowed the use of vertical and horizontal stays.
The type first appeared in the UK in 1891 and was standardised on the Great
Western Railway from the early 1900s. It was still in use for new locomotives
during the 1950s.
BIG END
The crank pin end of the connecting
rod, where it is larger than the crosshead end because the stresses are
higher at that end. (PRC)
'BIG FOUR'
Great Western Railway, Southern Railway, London Midland
& Scottish Railway, London & North Eastern Railway.
BISSEL TRUCK
A two-wheeled truck designed to allow radial movement, where
the pivot point was in rear of the axle. Usually fitted at the leading end of a
locomotive. It first appeared in the US in 1858. (PRC)
BLAST PIPE
The pipe which carries the exhaust steam from the cylinders to
the centre of the smokebox.
It is positioned below the chimney
so as to allow the exhaust steam to escape directly and create the maximum
vacuum possible. In this way the draught drawn through the boiler
tubes and fire is maximised. (PRC)
The use of the exhaust steam to assist with draughting was an early feature of locomotive design and it was usual to pipe the two cylinder exhausts separately into the chimney. The introduction of joining the exhausts into a central blast pipe below the chimney orifice came in 1827 and was gradually adopted from that time. (PRC)
BLAST PIPE, VARIABLE
A variable blast pipe was introduced in 1839. It consisted of
a cone fitted inside the blast pipe which was operated from a lever in the cab.
Various manual systems were tried during the mid and late 19th century but they
all fell out of fashion until the GWR introduced an automatically operated
variable blast pipe system on its later locomotives. This was known as a
'jumper'. (PRC)
BLINKERS
UK railway slang for smoke
deflectors. (PRC)
BLOW-BACK
The forcing of flames and smoke from the fire through the fire
hole into the cab of a locomotive due to the draught through the tubes
being reversed. It can occur when the regulator
is closed while the locomotive is moving and is normally prevented by the use of
the blower. A blow-back
can be very dangerous to the crew and there have been fatalities in the past as
a result of blow-backs. (PRC)
BLOW OFF COCK
A cock provided on a locomotive boiler, normally at the lowest
point to allow it to be drained. (PRC)
BLOWDOWN VALVE, CONTINUOUS
A valve provided to prevent priming
in locomotive boilers. It is normally fitted on the firebox backplate near the
water level of the boiler and used to remove a small amount of water at that
level to reduce the scum formed as a result of boiling water chemically treated
or softened to reduce scale. The continuous blowdown valve operates
automatically when either exhaust steam is available or, in some locomotives,
when steam is detected in either injector delivery pipe. The process helped to
reduce boiler washouts from weekly to monthly but it was disliked by the
permanent way engineer because of the chemicals thrown onto the ballast. (PRC)
BLOWDOWN VALVE, MANUAL
Some locomotives were fitted with a manually operated blowdown
valve positioned in the centre of the firebox throat
plate just above the foundation
ring. This valve was controlled from a lever in the cab and was used to
discharge sludge which collects at the bottom of the boiler and foundation ring.
(PRC)
BLOWER
A means of providing a draught for the fire when no exhaust is
available. A pipe takes live
steam to a 'blower ring' usually fitted to the top of the blast
pipe or the base of the chimney. The blower is used to maintain a draught on
the fire. It is controlled by the driver, who will open a valve in the cab to
allow live steam from the boiler to escape into the chimney whenever there is no
exhaust steam from the cylinders to provide the draught. (PRC)
The draught from the blower keeps the gases from the fire flowing through the tubes to the smokebox and prevents the possibility of a reversal of the flow with the resultant blow back of fire into the cab. (PRC)
BOGIE LOCOMOTIVE
A steam locomotive with a 4-wheeled truck (or bogie) provided
as part of the wheel arrangement. (PRC)
BOILER
The enclosure on a locomotive where steam is produced. The
boiler must be filled with water almost to the top. When the water boils, the
steam it generates forms in the space between the top of the water and the top
of the boiler. When enough steam collects, the pressure begins to build up until
it reaches a useful working level. It will continue to build up until the
maximum pressure is reached. This can be anything between 150 pounds per square
inch (psi) and 300 psi, depending on the age and type of locomotive. To get a
locomotive boiler up to working pressure from cold takes several hours.
The water in the boiler is heated by fire. The fire is placed in the firebox at the rear end of the boiler and the hot gases generated pass through hollow tubes (made of brass, steel or copper) running the length of the boiler. "Tube plates", provided with a large number of holes to take the tubes, were fitted at the ends to seal off the boiler and to provide mounting plates for the tubes. At the front end of the boiler the hot gases escaped from the tubes into the "smokebox" and then upward to atmosphere through a "chimney" or "stack" as the Americans call it. At the rear, the tube plate formed the front of the inner firebox and is, in UK practice, made of copper, instead of the steel used for the front tube plate.
The traditional form of boiler was the same diameter throughout its length and was known as the parallel boiler. A later type which became popular was the tapered boiler, which was narrower at the front than the rear. This allowed more of the water to be at the rear where the greater heat from the firebox was available.
To reduce heat loss boilers are insulated and then covered with a thin steel sheathing. For many years, the insulating material was wood and then asbestos. In recent years various forms of natural or man-made insulating materials have been used. (PRC)
BOILER BARREL
The main part of the locomotive boiler between the smokebox
and the firebox. (PRC)
BOILER CERTIFICATE
A formal notification verifying that a boiler is fit for use.
Boilers are potentially dangerous and they are required by law to have regular
inspections by qualified inspectors who must issue certificates to show that
they are safe to operate. In the UK, a boiler certificate is issued for seven
years, after which time the boiler must be overhauled and re-certificated. In
practice, for use on preserved railways, ten years is possible with an insurance
inspection after 5 years to confirm the extension to 10 years. In South Africa
it is nine years. In the US it varies from state to state. (PRC)
BOILER CLOTHING
See boiler
insulation. (PRC)
BOILER CONSTRUCTION
Locomotive boilers were originally made of wrought iron but a
steel boiler was first used in the UK by George Tosh of the Maryport and
Carlisle Railway in 1862. A locomotive with a steel boiler had appeared in
Canada two years before in 1860 and it gradually became general around the world
from that time although wrought iron was still being used in the UK on some
railways 30 years later.
The steel used in boiler construction has to be of good quality. The stresses required of even a small boiler are considerable and the results of a weakness in design or construction could be fatal if a boiler explosion occurred. Leaks, although less serious, would cause poor steaming, with possible delays to trains and would cost money in repairs and lost availability.
It is essential that a boiler be manufactured to a precise circular form in section. This ensures an even distribution of stresses. The boiler plates are first bent by passing them through rollers and are then riveted together to form circular sections. Barrels up to 12 feet long are usually made of two sections, longer ones being of three sections.
The rolled plate of each section is butt jointed to give the circular form required and special 'butt strips' added above and below the joint. The whole seam is then riveted up so that each section or 'ring' has one longitudinal joint. It is important that a true circle is formed by each boiler ring so that, when steamed, the boiler rivets are not put under excessive stress. Boiler rings were also secured to each other by riveting lap joints.
In the later years of locomotive development, some parts of and even complete boilers were welded. An all-welded boiler was fitted in the US to a Delaware & Hudson 2-8-0 locomotive in 1934 but it had to undergo several years of regular use before it was accepted as safe by the Interstate Commerce Commission. In Britain, the Southern Railway 4-6-2 locomotives designed by O.V. Bullied and introduced in 1941 had welded boiler seams and parts of the firebox were also welded.
Adding the firebox was a complicated operation. The 'throat plate', which joined the lower part of the firebox to the boiler barrel was a particularly awkward shape requiring a hydraulic press for its manufacture. The remaining parts of the firebox have also to be specially formed and then assembled to provide the inner and outer fireboxes. The assembly involves screwing into position a large number of staybolts or stays, which hold the inner firebox in the correct position inside the outer firebox. Later locomotive designs could have over a thousand stays in the firebox.
Before inserting the tubes, the riveted joints are caulked to ensure that the boiler is steam tight. The tubes are expanded into position in the tube plates. (PRC)
BOILER EXPANSION
The natural expansion of the boiler as it heats is allowed for
in its design. It is normally secured to the locomotive's frame at the smokebox
end and only rests on the frame at the firebox end so that it may slide freely
when it expands. (PRC)
BOILER INSULATION
At first, locomotive boilers were usually insulated with wood
battens secured by hoops and varnished. Fireboxes were left bare at first but,
from 1839 some were covered, either over the lower part or totally. A layer of
felt was sometimes added under the wood but this got wet in the rain and, from
1847 there was a gradual introduction of sheet iron covering in place of wood.
From about 1900 asbestos was used and this remained until its use was rendered
illegal in most countries and various forms of wool waste or felt were again
adopted. (PRC)
BOILER MOUNTINGS
Generic term for attachments to locomotive boilers e.g. safety
valves, dome, chimney,
clacks, whistle etc. (PRC)
BOILER PRESSURE
See Pressure,
Working. (PRC)
BOILER TUBES
See Tubes,
Boiler. (PRC)
BOOSTER
A secondary steam engine provided on a locomotive's trailing
axle or tender to assist
with train starting. As a result of the fact that a boiler's maximum capacity
for steam generation is normally only tested when a train is running at top
speed or working up a long steep gradient, extra steam is available at starting.
To assist with starting a heavy train, some locomotives were provided with
boosters.
Tender boosters first appeared in the US in 1922 on the Delaware & Hudson RR and they became popular across the US. Boosters were tried in the following year in the UK on the Great Northern Railway and appeared on a number of engines over the following few years. They were not considered successful. See also Steam Tenders. (PRC)
BOSS
The central, solid part of a railway wheel, which is pressed
onto the axle. (PRC)
BRAKE BLOCK
The friction material which is pressed against the tyre of the
wheel during braking. Early brake blocks were wooden and later became cast iron
as train speeds and weights increased. More recently, various types of
composition materials have been introduced to reduce the weight and wear rates
of the older types. (PRC)
BRAKE RIGGING
The rods and levers which connect the brake cylinder to the
brake blocks on each wheel. (PRC)
BRAKE SHOE
Synonymous with brake
block. (PRC)
BRAKES, TYPES OF
Steam locomotives originally had no brakes, they were braked
from a hand operated tread brake on the tender. In 1833, Stephenson fitted a
steam-operated brake to his Patentee locomotive design, but this was not widely
adopted. Once continuous
brakes were introduced from the mid-1870s, locomotives were also provided
with brakes. (PRC)
BRASSES
UK railway slang for the bearings on locomotives such as the big
ends etc. (PRC)
BRICK ARCH
Said to have been first tried in 1841 by an engineer named
Hall as a way of obtaining smokeless combustion of coal. Previously, engines had
burned coke or (in the US)
wood. It is also said to have been used on the Scottish North Eastern Railway by
Thomas Yarrow in about 1857. It was patented in the US in 1857. It finally
became universally accepted in Britain after its introduction on the Midland
Railway, together with the firehole deflector plate in 1859.
The brick arch is located in the firebox over the grate and is attached to the forward firebox wall and the side walls. Its purpose is to deflect the gases rising from the grate towards the back of the firebox so as to keep them over the heat source as long as possible before they pass up into the boiler tubes. This ensures that more complete combustion takes place and that as little unburned smoke as possible escapes through the chimney. (PRC)
BUNKER
The enclosure built at the rear of tank engines in place of a
tender which carries coal and sometimes water. (PRC)
C...
CAPROTTI VALVE GEAR
A cam operated valve control gear invented in 1921 by Arturo
Caprotti, an Italian engineer. It was first tried in the UK on an LNWR Claughton
Class locomotive in 1926. Various other railways have tried the system but it
was never widely adopted, even though there were some examples which showed a
reduction of coal consumption of 20%. (PRC)
CHIMNEY
The opening in the top of the smokebox through which the
exhaust steam escapes. The design of the chimney and blast pipe (q.v.) is a
crucial ingredient in ensuring a good draught through the tubes and fire. Known
as the 'stack' in the US. (PRC)
CINDER STRIP
A strip of angle iron fitted to the roof of a locomotive cab
to reduce the influx of ash from the chimney when passing under a bridge or
entering a tunnel. (PRC)
CLACK VALVE
A non-return valve provided to allow water to be fed into the
boiler against the pressure of the water inside. Sometimes the valve is mounted
with the injector (q.v.), sometimes separately on the boiler side or top. (PRC)
CLACKS
See 'Clack Valve'. (PRC)
CLASP BRAKES
Brakes where the wheel is equipped with a block on each side
of the wheel, as opposed to only one side. (PRC)
CLINKER
Solid matter produced by a coal burning fire, especially under
poor combustion conditions or with poor quality fuel. Clinker must be disposed
of at regular intervals during its duty if a locomotive is to continue to
produce sufficient steam to enable it to maintain a reasonable rate of work.
Sometimes this had to be done during a single trip where poor coal was used.
South Africa is a particular example of this problem. (PRC)
COAL
Coal replaced coke
as the principle locomotive fuel in the UK upon the introduction of the brick
arch and firehole
deflector plate about 1860. It soon became obvious that some varieties of
coal were better than others. The so-called UK hard steam coals from Durham,
Northumberland and South Wales were considered better, with the South Wales coal
being the best. These coals had a high carbon content and a volatile content
below 14%. When burnt, little clinker was formed and a good flame was produced.
Yorkshire coal was also used by some railways but it was not such high quality
as the South Wales type.
Poor coal produces clinker and does not allow good draught. Coal size is also important, in that larger pieces needed to be broken down to about the size of a man's fist to allow the spread of even flame over the whole grate. Larger pieces would cause 'black spots' in the fire, a sure sign of lower temperatures and less effective combustion.
Coal burning locomotives were tried by Joseph Beattie in 1854 on the London & South Western Railway. He designed a double firebox and combustion chamber to this end. Various other devices were tried over the next few years in an attempt to improve combustion, including the use, by some engineers, of centrally divided fireboxes fitted with a mid feather to improve circulation. (PRC)
COAL PUSHER
A steam powered device fitted to some larger UK locomotives on
the LMSR which was mounted at the rear of the tender
coal space and which assisted with the forward movement of coal towards the cab
where it could be reached by the fireman. It was controlled from the cab and
acted by oscillating and thus vibrating the coal forward. Ordinarily, the
fireman would have to go onto the tender to reach any coal which had not shaken
forward as a result of the motion of the locomotive. (PRC)
COAL RAILS
Slatted extensions to tender
sides to allow coal to be stacked higher on the tender. (PRC)
COAL STAGE
A special track raised above the surrounding track level so
that coal wagons can be raised to allow them to be discharged into locomotive
tenders. (PRC)
COKE
Early steam locomotives in the UK used coke as fuel, instead
of coal, because of an early legal requirement that locomotives should 'consume
their own smoke'. Coal produces smoke when burnt whereas coke burns almost smoke
free. Coke is created by heating soft coal in an airtight oven. As it heats, the
coal decomposes to give a hard, porous, greyish substance called coke, which
contains almost 90% carbon. When it burns, coke produces intense, smokeless
heat. (PRC)
A by-product of coke manufacture is coal gas, which was widely used for industrial and domestic heating in the UK before the advent of natural gas from the North Sea. Coke was therefore a readily available fuel source for the railways. (PRC)
It seems that coal replaced coke as the principal locomotive fuel after the introduction of the brick arch into locomotive fireboxes. This occurred in 1847, but general adoption of the brick arch seems to have come after 1860. (PRC)
COLLECTING PIPE
A pipe for the collection of the steam from the top of the
boiler, used on boilers where the regulator
valve was not housed in a dome.
Some boilers were designed without domes, principally because it was thought
that cutting a hole in the top of the boiler would lead to weakening the
structure. In locomotives of this type, steam was collected in a pipe positioned
at the top of the boiler barrel. The collecting pipe was perforated on the top
side to allow the steam inside so that it could pass to the regulator
valve. In superheated locomotives, it was common to position the regulator
valve in the superheater header instead of in a dome. (PRC)
COLLOIDIAL FUEL
A semi liquid mixture of powdered coal and oil sprayed into
the locomotive firebox
with the assistance of steam pressure. It was controlled by the fireman using
valves in the cab. (PRC)
COMPOUND ENGINE
A system applied to steam engines whereby the steam was used
twice, once in 'high pressure cylinders' at the pressure developed in the boiler
and afterwards in 'low pressure cylinders' using the steam exhausted from the
high pressure cylinders. The system was first tried on a locomotive of the UK
Eastern Counties Railway in 1850 and later became popular for many locomotive
designs world-wide. The Midland Railway was the chief exponent in the UK. It was
sometimes referred to as 'continuous expansion'.
COMPOUNDING
The use of steam twice, once in a high-pressure cylinder and
then in a low-pressure cylinder. See Compound
Engine. (PRC)
CONED BOILER
See Tapered
Boiler. (PRC)
CONJUGATED VALVE GEAR
The system for operating the valves of a third cylinder by
means of levers driven by the motion of the valve
gear of the other two cylinders. Its most famous version in the UK was that
used by H. N. Gresley on his 3-cylinder locomotives for the Great Northern and
LNE Railways from 1922 and adopted by some other railways world wide. Although
it reduced the number of moving parts, its most serious disadvantage was the
whip effect produced by the levers which caused excessive wear. (PRC)
CONNECTING ROD
The steel arm which connects the piston
rod with the crank on the driving wheel or driving axle. It is used to
convert the forward and aft motion of the piston into the rotating motion of the
axle. It is designed in a tapered form and has a 'little end', where it is
connected to the crosshead on the piston rod, and a 'big end' where it is
connected to the crank arm. The tapering is to allow for the greater stresses
experienced at the crank end. (PRC)
CONSOLIDATION TYPE LOCOMOTIVE
A locomotive with a 2-8-0 wheel arrangement said to have been
named after the merging of the Lehigh & Mahanoy RR and the Lehigh Valley RR
in 1865. (PRC)
CONTINUOUS BRAKE
Generic term for a train brake which provides for control of
the brake on every vehicle and is automatic to emergency stop in the case of
loss of control. In most countries it is a legal requirement for passenger
trains. Some freight trains do not always have all vehicles fitted with brakes.
In the UK the two types of continuous brakes used were the vacuum brake and the
air brake. (PRC)
CORK
Used as a stopper for the filling points of lubricating
reservoirs on locomotives. (PRC)
CORRIDOR TENDER
A locomotive tender designed by Sir Nigel Gresley for the
non-stop London - Edinburgh service in 1928 and fitted to some of his class A4
pacific locomotives. It allowed the locomotive crew to be changed en route
without stopping the train. The changeover took place just north of York. It
allowed the longest regular non-stop steam locomotive trip anywhere in the
world. (PRC)
COUNTER BALANCE
A system for overcoming the forces induced by a steam engine
in converting the sliding motion into rotating motion. The most obvious counter
balancing can be seen on the driving wheels where segments of steel, containing
lead cores, are attached to the wheels to act as balance weights to reduce the hammer
blow caused by the crank action. Additional balance weight is provided on
the motion to oppose the weights of cranks
and levers. (PRC)
COUPLING ROD
Steel rod which connects the crank
on the locomotive's main driving wheel to cranks provided on the additional
driving wheels. (PRC)
CRANK
A crank is a fixed arm attached at 90 degrees to a rotating
axis so that forward and aft motion can be converted to rotating motion and vice
versa. For the outside mounted cylinders of a steam locomotive so fitted, the
means by which the horizontal motion of the piston is converted into rotary
motion to drive the wheels. (PRC)
CRANK AXLE
An axle on a locomotive where cylinders are mounted inside the
frames and the drive of the pistons is transmitted to the wheels by means of cranks
built into the axle to accommodate the motion of the connecting
rods. The first locomotive with a cranked axle was "Novelty",
built in 1830 for the Rainhill locomotive trials by John Braithwaite. Inside
cylinders became a standard design for many locomotives in the UK and remained
so until the 1920s. (PRC)
CRANK, RETURN
See Return
Crank. (PRC)
CROSSHEAD
The steel block which carries the bearing joining the piston
rod and the little end of the connecting
rod. The crosshead is fitted between two slidebars
so as to maintain the alignment of the piston rod with the centre line of the
cylinder. (PRC)
CROWN
The roof of the inner firebox shell. It is secured to the
outer firebox shell by crown stays. See also Stays
and Firebox. (PRC)
CUT OFF
In steam engine operation, the point at which the valve closes
the steam port to prevent more steam entering the cylinder,
i.e. the end of the admission cycle. Beyond this point, the natural expansion of
the steam continues the push of the piston started by the admission of steam.
The cut off point can be varied by the driver adjusting the position of the reverser
in the cab.
Cut off is referred to as a percentage of the piston stroke. It will usually vary between about 15% and 75% of the stroke. When a locomotive is starting, maximum power is required so steam will be admitted into the cylinder for as long as possible, or about 75% of the piston stroke. The engine is therefore working at 75% cut off. Once the train is moving, the cut off is adjusted in steps (sometimes called notches) until it has reached the required speed on level track. By this time, the amount of steam admitted into the cylinder for each stroke has been reduced and the reverser adjusted so that the engine may then be running at 15% cut off. (PRC)
CYLINDER
The heart of the main power conversion system of the steam
engine. A locomotive has at least two cylinders, mounted at the leading end so
as to be clear of the driving wheels. Next to each cylinder is a valve which
controls the flow of steam into and out of it. Normally, a cylinder and its
valve chest are cast in a single block which is carried on one of the side
frames.
A locomotive may have two, three or four cylinders depending on the design and age, but there will always be at least two. On some two-cylinder locomotives, the cylinders are hung between the frames ("inside cylinder locomotives") and drive the wheels through a cranked axle. With this design the cylinders and valve gear are largely hidden from the outside and are difficult to see unless you know where to look. Locomotives with three or four cylinders will have two outside and the others inside the frames.
Much importance is laid on the size of cylinders in relation to the boiler size and pressure and the amount of work the locomotive is required to do. See also Cylinder Operation. (PRC)
CYLINDER COCKS
The use of steam in locomotives causes much condensation which
appears as water in pipes, valves and cylinders.
Water can reduce the efficiency of the steam and could damage cylinders where
steam is admitted on top of water which has collected in them. To eliminate the
water, cylinders are fitted with small exhaust ports called cylinder cocks so
that the water can be expelled under steam pressure.
The cylinder cocks should normally be left open when a locomotive is standing. They should remain open as the locomotive is started so that, when steam is admitted into the cylinders the water is blown out. Once the locomotive is moving and the cylinders are warmed up, the cocks can be closed and full pressure is available. There are normally three cocks per cylinder linked together. They are controlled from the cab and can be steam operated or mechanically operated by a lever. (PRC)
CYLINDER OPERATION
When steam is released into a cylinder, it expands into the
space available. If a piston is placed inside the cylinder, the pressure of the
steam and its expansion will push on the piston. When the piston reaches the end
of its stroke, steam is admitted to the cylinder on the other side of the
piston. This pushes the piston back. The steam used for the initial stroke is
now pushed out of the cylinder as the piston returns and is exhausted into the
smokebox, where it escapes through the chimney into atmosphere. The puffs of
exhaust steam escaping into the air make up the characteristic sound of the
steam locomotive.
In detail, the cycle is as follows. Before the piston starts to move, steam is admitted into the space between the cylinder end and the piston face to build up pressure. This is known as 'lead'. Once a certain amount of steam is admitted into the cylinder and the piston starts to move, the supply of steam is cut off. Now, natural expansion of the steam takes place and the piston pushes as far as it can go. For the last 25% or so of its stroke, the exhaust is opened and steam starts to escape. By the time the piston starts its return stroke, the same process is being repeated at the other end of the cylinder.
Ahead of the piston during its return stroke, steam from the previous cycle is exhausted until it is 75% along its stroke, when the port is closed and the remaining steam is compressed up to perhaps 30% of the normal admission pressure. At this point the lead position is reached again and the whole cycle is repeated. (PRC)
D...
DAMPERS
Adjustable doors fitted to the ashpan
of a locomotive to enable the flow of air through the fire to be adjusted.
Dampers are controlled from the cab by a lever.
It was usual for most tender locomotives to have front dampers only but the GWR had rear dampers as well. It was usual for drivers on that railway to run with the rear dampers only open and for them to open the front dampers only when required for harder working of the fire. (PRC)
DART
The long, straight fire iron used by a fireman
to clean the locomotive fire and remove clinker. (PRC)
DE GLEHN
The name given to a French system of compounding
used at the turn of the century, which involved the use of two high pressure
cylinders driving the rear wheelset and two low pressure cylinders driving the
front wheelset of a 4-coupled locomotive. Four sets of Walschaerts
valve gear were used to give independent control of the two sets of
cylinders. Three locomotives of this type were tried on the Great Western
railway from 1903 but they were not considered much better than the line's most
modern engines and were not universally adopted. (PRC)
DEAD LOCOMOTIVE
One which is cold and usually has its driving
wheels disconnected from the cylinders. (PRC)
DE-SANDER
A steam pipe positioned on some later designed steam
locomotives to remove sand which has been applied to the rail head. It was done
because sand tends to cause poor train detection on lines where track circuits
are used as part of the signalling system. (PRC)
DETROIT SIGHT FEED LUBRICATOR
A type of locomotive lubricator - see Displacement
Lubricator. (PRC)
DIE BLOCK
In Stephenson's and Walschaerts and similar 'link' type valve
gears, the block through which the radius rod (q.v.) moves and which itself
slides up and down the expansion
link according to the position of the reversing lever. (PRC)
DISPLACEMENT LUBRICATOR
An oil lubricator for steam locomotives first introduced in
the UK in 1857 by John Ramsbottom (of safety valve fame). It operates by steam
condensing to produce water which is fed into a chamber and which gradually
displaces oil from the top of the chamber, allowing it to rise and overflow into
delivery pipes. Often positioned in the cab where the feed glasses can be seen. (PRC)
DOME
A boiler fitting (of dome shape) resting on top of the boiler
and used to house (most commonly) regulator
valves, safety
valves, or sand. The need for the dome first arose in the early days of
locomotive design because the bubbling water near the top of the boiler often
got carried over into the steam pipe leading to the cylinders -see also Priming.
Cylinders were often damaged as a result. To overcome the problem, a dome was
placed on the boiler (or firebox) to collect steam and divert it to the
regulator valve.
Some locomotive engineers preferred domeless boilers, believing that by requiring a large hole, they weakened the structure of the boiler itself. (PRC)
DRAWBAR HORSEPOWER
See 'horsepower'. (PRC)
DRIVING WHEELS
The large wheels connected to the steam engine pistons which
therefore drive the locomotive. (PRC)
DROP GRATE
First introduced by Edward Bury in 1852 to allow easier fire
cleaning and removal, the drop grate comes in a number of varieties. Usually
designed as a part of the grate which can be opened on hinges and through which
the clinker or the whole fire can be pushed if required. (PRC)
E...
ECCENTRIC
In steam engine technology, part of the valve
gear used by some designs to give motion to the valve. It may best be
described as an auxiliary crank.
It is essential to ensure that the valve events occur in the correct sequence in relation to the movement of the piston inside the cylinder. The valve spindle is therefore driven off the motion of the piston by connecting it through links and levers to the connecting rod, crank or driving axle, depending on the design of the valve gear.
Where inside cylinders are used, it is usual to derive the valve motion off eccentrics fitted to the driving axle. The eccentric consists of a circular disc, called a sheave, fitted to the axle so that its centre is offset from that of the axle. An eccentric rod is attached to the sheave by means of a strap which allows the sheave to rotate within the strap. When the axle rotates, the eccentric produces a fore and aft motion at the leading end of the eccentric rod. This, in conjunction with the expansion link and the setting of the reverser, is used to give motion to the valve spindle. (PRC)
EJECTOR
A steam operated device for creating a vacuum on trains
equipped with the vacuum
brake. Normally there are two ejectors, a 'large ejector' and a 'small
ejector'. The latter is usually left on while the train is running in order to
continuously evacuate the brake pipe at a low rate to overcome small leaks in
the pipework. The large ejector creates a rapid evacuation of the brake pipe to
effect a brake release. It is closed off once the brakes are released. (PRC)
ENGINE, STEAM
The portion of a steam railway locomotive which consists of
the cylinders, valves, valve gear and connecting rods. Put another way, it is
that portion of the locomotive which provides the drive. The equivalent in a
road vehicle would be the engine and gearbox. The word 'engine' is often misused
to mean the whole locomotive. (PRC)
EXHAUST STEAM
The steam which escapes from the cylinders after the admission
and expansion phases (see cylinder
operation) have taken place, i.e. after the steam has completed its work.
Exhaust steam is used for a number of purposes after it has left the cylinders,
e.g. to operate injectors,
ejectors etc. (PRC)
EXHAUST STEAM INJECTORS
First introduced in the UK about 1876. The use of exhaust
steam to assist the work of injectors
allowed some fuel savings over the pure live
steam injector. BR class H, J, H/J and K types of exhaust steam injectors
are all basically similar. Two controls are provided in the cab, a water
regulator and a steam valve. The water regulator handle has a "sector"
to denote the position of the valve. The valve itself is part of the injector
body mounted outside the cab - often under it.
The steam valve is mounted on the boiler backplate and its housing includes the water delivery pipe from the injector, which passes through the backplate, over the firebox crown and down the boiler to deposit the feed water towards the front. Saturated steam is taken from the dome or the steam fountain to provide the live steam supply to the steam cone when the injector is turned on.
Exhaust steam for the injector is supplied from the cylinder exhaust. Steam from this source is only at about 10 psi but it is combined with live steam to drive the water into the boiler against its pressure. An additional supply of superheated steam from the downstream side of the regulator is passed from the smokebox to the injector to allow closing of the regulator to be detected. The absence of superheated steam causes an automatic shuttle valve to close in the injector. This prevents the saturated steam supply from reaching the exhaust valve control and this valve closes. Since the closing of the regulator will mean no exhaust steam is available, the injector will work entirely on the saturated steam available. (PRC)
EXPANSION
A given amount of steam will naturally attempt to expand into
a space. If that space is a cylinder occupied by a piston, the steam will push
the piston until it can expand no further. In a steam engine, the steam is
admitted into the cylinder for a time until the supply is cut off. The admission
of steam pushes the piston until the admission is cut off, after which time the
steam naturally expands and continues to push the piston. The two phases are
known as 'admission' and 'expansion'. The point at which admission stops and
expansion commences is known as cut
off. (PRC)
EXPANSION LINK
A curved, slotted lever provided in various designs of valve
gear to allow adjustment of the valve events relative to the position of the
reverser, hence its
name referring to the period of steam expansion. It carries the die
block which is used to assist the setting of forward and reverse and the
various cut off positions
in between and provides a link between the eccentrics
and the valve rod. (PRC)
F...
FAIRLIE LOCOMOTIVE
An articulated type of locomotive designed by Robert F Fairlie
in 1865. The design was popular on narrow gauge lines. The frame was mounted on
to one or two engine units which could move independently. The engine units
could have leading and trailing trucks. A double Fairlie had two engine units, a
single Fairlie one, the other being replaced by a bogie. The double Fairlie
appeared to have two boilers but this was not the case. They had a single boiler
with a firebox and cab in the middle and a smokebox at each end. The cab was in
the middle, and the boiler barrel ran right through it, with the driver on one
side and the fireman on the other. The driver on a double Fairlie controlled the
water supply to the boiler as well as driving, leaving the fireman to look after
the fire. This saved space on the fireman's side of the cab. Over 500 Fairlies
were built in the USA including, in 1871 the Mason-Fairlie locomotive. They were
also used in Russia, India, Australia, and New Zealand. The Fell locomotives
used in New Zealand were Fairlies. (PRC)
FEED PUMP
The means of getting fresh water into the boiler from the tank
before injectors became common from the 1860s. Pumps could be worked off an
extension of the piston rod, the engine crosshead
or from an eccentric
on an axle. Some designers added a steam driven pump or donkey engine to allow
water to be fed to the boiler when the locomotive was stationary. (PRC)
FEED WATER HEATING
Various means of pre-heating the water supplied to the boiler
were tried over the 125 years of steam locomotive development. In 1854 Joseph
Beattie of the London & South Western Railway introduced a steam heated
water supply system on his new locomotives and in 1862, Stephenson & Co.
built a locomotive with a tank under the footplate which was used to heat the
feed water using live steam. Sometimes, tender water heating was used.
The introduction of injectors provided some pre-heating of feed water in themselves but they would not work if the water had already been heated to above 120 F in the tender or before reaching the injector.
In later years some locomotives used feed water heating and had to have steam driven feed pumps. The French ACFI system was a well-known example. (PRC)
FELL SYSTEM
A system which allows locomotives to climb gradients at or
over the limit of adhesion by means of a central third rail. The locomotives are
equipped with a second set of cylinders driving wheels parallel to the ground
and forced against the centre rail by spring or screw pressure. The Fell system
differs from other mountain railway systems in that it depends on friction
alone; the centre rail is a plain section unlike the Abt and other systems where
the rail is toothed to correspond with toothed wheels on the locomotive. (PRC)
FIRE HOLE
The opening in the rear wall of the firebox
through which access to the fire is gained from the driver's cab. Its principal
use is for shovelling coal onto the fire. It is normally kept closed and only
opened for firing or cleaning the fire. (PRC)
FIRE HOLE DEFLECTOR PLATE
An angled plate fitted inside the firebox over the fire hole
to assist the flow of air over the fire so that the best gas heating rate is
obtained. It works in conjunction with the brick
arch. (PRC)
FIREBOX
The compartment at the rear of the boiler which houses the
fire. The firebox is where the fuel, usually coal, but it can be wood or oil, is
burnt to provide the heat to boil the water in the boiler. The firebox consists
of two copper or steel enclosures, the outer firebox and the inner firebox. They
are connected by 'stays', bolts which keep the inner box rigid within the outer
box. Normally, the stays are threaded at each end and are screwed into the steel
plates of the firebox. The ends are hammered down as a seal.
Copper fireboxes were the normal practice for UK railways but in the US, steel was the usual material. The steel firebox was first tried by Alexander Allan on the Scottish Central Railway in 1860.
Boiler water surrounds the firebox sides front and top to allow maximum benefit from the fire for heating. The two side areas are often referred to as "legs", as they take on this appearance in cross section. The outer firebox is really an extension to the boiler. When the boiler is filled, water will enter the outer firebox legs and cover the roof or "crown" of the inner firebox. The boiler's tubes are connected to the front wall of the inner firebox so that the hot gases from the fire pass through them to the smokebox.
Inside the firebox a brick arch is positioned over the fire so that the heat from the fire is deflected towards the back of the firebox to ensure the hot gases are distributed towards the tubes more evenly. In their inspection, the lighting- up crew will check that the firebricks are secure and undamaged.
The two shells of the firebox are joined at the base by what is known as the 'foundation ring' or 'mud ring'. This name arises from the sludge with tends to collect there during the time between boiler washouts, as it is the lowest point of the boiler where water reaches.
Firebox shape has developed over the years. To get the required grate area to heat a large boiler, older fireboxes tended to be long but narrow, as they had to rest between the locomotive's frames. This led to difficulties with manual firing, as the coal had to be thrown towards the rear in spite of a slope being provided. Later designs had the frames lowered at the firebox end to allow a wider firebox with a shorter grate. See also the Belpaire boiler. (PRC)
FIREMAN
Second crew member for a locomotive responsible for the
production of steam. This requires that he looks after fire upkeep and the
maintenance of sufficient water in the boiler. He will also assist the driver
with observation of the road, care of the locomotive, coupling and uncoupling
etc. In the US he is known as the stoker. (PRC)
FLANGE
The fundamental element of the wheel-on-rail guidance system.
The inner edge of each wheel is shaped to a larger diameter than the wheel tread
resting on the rail to act as a guide for the wheelset. The two flanges of the
wheels on an axle guide the wheelset to follow the route of the track. A
characteristic squealing sound can often be heard on sharp curves as the outer
wheels' flanges slice along the inner edges of the rails. (PRC)
FOUNDATION RING
The base upon which the firebox
is built. Originally circular, the foundation ring (also known as the 'mud
ring') joins the outer and inner firebox shells and seals the water space around
the inner firebox. The name mud ring arises from the sludge which forms at the
base of the water space due to the collection there of impurities in the water. (PRC)
FRAMES
Locomotive frames were generally of two types, plate or bar.
In the UK plate frames became standard whilst in the US bar frames were
standard.
In the UK during the 19th century, locomotives were built with inside frames, outside frames and double frames. The arrangements were tried by various designers offering various reasons for their choice. Double frames gave better stability and strength and it was the practice to provide two sets of bearings for the driving wheels and one set for coupled wheels. Double frames made locomotives heavier but, given the science of metallurgy in those days, they were preferred against single frames because the latter showed a tendency to fracture more readily. There were some who believed that with double frames, the risk of broken crank axles was reduced and, even if they did break, the risk of derailment was reduced. Eventually, improvements in the quality of the steel used and the need to reduce weight led to the universal introduction of inside frames by the end of the First World War.
During the construction of frames it was essential to ensure that they were square, as any deviation would result in the cylinders, valve motion or cranks being out of line and thereby causing damage during running. Some locomotives used cast frame beds ,particularly in the USA and by Beyer-Peacock where the engine frame was a single piece steel casting, thus guaranteeing the thing stayed square and true. The South African GM-AM locomotives also have cast beds. (PRC)
FULL GEAR
The position of the reverser
where the maximum cut off
is selected to allow the maximum amount of steam into the cylinders. Usually
used for starting, after which the cut off is reduced or shortened to allow more
expansive working of the steam. A locomotive may be in 'full forward gear' or
'full reverse gear'. (PRC)
FUSIBLE PLUG
In the UK it became common to provide a plug in the crown
sheet of the firebox
which had a lead core in order to protect the boiler against failure if the
water level was allowed to become too low. If water failed to cover the crown of
the firebox, the lead core of the fusible plug melted and steam and water would
escape into the firebox to extinguish the fire. Embarrassing for the crew, who
were responsible for ensuring the safety of the boiler, but not fatal, as a
boiler explosion could often be. (PRC)
G...
GARRATT LOCOMOTIVE
A type of articulated
locomotive designed by Herbert W Garratt and built by Beyer Peacock of
Manchester for various railways world-wide. The first appeared in 1909. The
Garratt design consists of the engine superstructure, including water and fuel,
which is on a rigid frame supported at the ends by two large bogies carrying the
engines. Both engine units are free to move and are not necessarily connected to
each other. The Garratt is simple expansion, both engines being supplied with
high pressure steam.. Various wheel arrangements were employed e.g. 2-4-0 -
0-4-2, 2-8-0 - 0-8-2 and 4-8-2 - 2-8-4. The advantage of the design was the
large space available for the boiler and firebox and the high adhesive weight
compared with axle load. They were principally used for heavy freight service
and were popular in Africa. (PRC)
GAUGES (Steam)
Locomotives are provided with various gauges: boiler water
level (2), boiler steam pressure, steam chest pressure (recent locomotives
only), carriage warming pressure, vacuum or air brake pressure. Certain
auxiliary equipment was also sometimes provided with gauges. (PRC)
GAUGES (Track)
Standard Gauge - 4 foot 8½ inches
Narrow Gauge - 1 foot 11½ inches (Ffestiniog, Welsh Highland etc.)
2 foot 3 inches (Tal-y-Llyn, Corris etc.)
2 foot 6 inches (Welshpool & Llanfair)
GRATE
The base of the firebox
upon which the fire rests. It comprises a grill of firebars with gaps between
them to allow air in to assist with the combustion process. See also Drop
Grate and Rocking
Grate. (PRC)
GRATE AREA
The statistic used to determine the fire capacity of a
locomotive. Early locomotives had grate areas of about 6 sq. ft. The most recent
UK designs approached 50 sq. ft and the largest US designs reached 150 sq. ft. (PRC)
H...
HADFIELD STEAM REVERSER
A popular and common type of steam assisted reverser
seen occasionally in the UK but popular on the larger types of locomotives in
Africa and India. (PRC)
HAMMER BLOW
The force exerted by the thrust of the connecting
rod on the crank and
transmitted to the rail with each revolution of the driving wheel. Rotating
masses must be balanced but since this is only the wheels and the connecting
rods, this is reasonably easily done by balance weights.
Reciprocating masses such as pistons, piston rods, etc are much more difficult to balance. They are balanced at the wheel centres and on the crank axle itself. In fact the design of the crank axle may be inherently self-balancing to some extent. It is not desirable to balance 100% of reciprocating mass because this would result in the load on wheels dynamically changing during rotation (and this is exactly what hammer blow is). It was common practice to balance 60% of reciprocating mass but this was found to cause hammer blow, so was reduced to 30% on two cylinder engines. The balance is spread unequally over all coupled wheels. Four-cylinder engines, because of their cycle, are self-balancing, so balance weights are not used. Once again, adding weights to them actually causes hammer blow. Engines must not be operated under power without connecting rods as the unbalanced forces can actually destroy the track. See Wheel Balancing. (PRC)
HEATING, TRAIN
Locomotive produced steam heating of passenger coaches, which
first appeared in the US in 1881 and in the UK in 1884. (PRC)
HEATING VALVE
A valve provided in the locomotive cab to allow steam to be
supplied to the train heating pipe through a reducing valve. A pressure gauge
was also provided. (PRC)
HEATING SURFACE
The total of the area of the firebox
walls and boiler tubes
providing heating contact with boiler water and therefore the most important
indication of steam production capability. (PRC)
HORN BLOCKS
The brackets fitted to locomotive frames to act as guides for
the axleboxes. (PRC)
HORN PLATES
Plates fitted for strengthening purposes around the axle
openings on locomotive frames. (PRC)
HOPPER ASHPAN
A type of ashpan designed to collect ash which can be emptied
directly from a drop grate. (PRC)
HOT BOX
Excessive heating of a plain bearing axlebox due often to a
loss of adequate lubrication and which required the locomotive to be stopped
before severe damage and possible derailment occurred. (PRC)
I...
IN THE HOLE
US term for emergency brake application, arising from the use
of the brake valve to create a 'hole' in the brake pipe, thereby venting it to
atmosphere and thus causing the emergency application. (PRC)
INJECTORS
Locomotive boiler water feed apparatus. Water in the boiler is
consumed as steam is generated and it is essential that the water is replaced
quickly to allow steam production to be maintained and to prevent too low a
water level causing a collapse of the firebox
crown.
Early locomotives were equipped with mechanical pumps operated by hand or driven off the valve gear or eccentrics. Of course, these were only operational while the locomotive was moving and it became the practice to top up boilers of stationary locomotives by positioning the locomotive against a set of buffer stops, greasing the rails under the driving wheels and applying steam to drive the wheels. This got the water pump working and allowed the boiler to be replenished without moving the locomotive.
In 1858 a French engineer named Henri Giffard invented the injector, a steam powered system for replenishing locomotive boilers. In the US, Messrs William Sellers of Philadelphia started selling them in 1860, the first being applied to a Baldwin locomotive.
Early versions of injectors used live steam forced through a series of cones whilst mixed with water from the tender. The pressure of the steam forced the water into the boiler. The application of steam to the injector was controlled by a cock in the cab. Later versions of injectors used exhaust steam piped from the cylinder exhaust while the engine was under power but used live steam at other times. The changeover was automatic. This system saved steam (and therefore running costs) and eventually became common around the world.
The principle of the injector is based on the fact that steam escaping from a nozzle has a greater velocity than that of a jet of water issuing under the same pressure from a boiler. If cold water is added to the jet of steam, it begins to condense and the velocity of the steam will increase sufficiently to overcome the pressure of water in the boiler. By this means, water can be introduced into a boiler against its internal pressure
Some injectors used a combination of exhaust steam and live steam. A connection at the base of the blast pipe was run to the exhaust part of the injector where it heated the feed water before it passes to an auxiliary injector. The auxiliary injector used live steam to force the water to the boiler. This type was patented by JJC and RD Metcalfe in 1908 and was claimed to save up to 15% on fuel and water.
There was a type of injector, with features patented by J Gresham in 1884 and 1887, which was a "vertical restarting injector". Steam supply and feed water passed through the flange by which it was attached to the boiler. There was also a Davies and Metcalfe type patented in 1899 and 1907 which was designed to operate with feed water too hot for an ordinary injector.
Injectors are tricky instruments and require a degree of skill to "prime" them and get them working. This is normally the task of the fireman. Once the steam is turn on, the right balance of water being applied has to be found. This will only work if the steam and the water are at the correct pressure. A balance also has to be found between too little and too much water being in the boiler. Too little risks melting the fusible plug, too much risks boiler water rising to reach the regulator, known as "priming", and getting into the steam pipe leading to the cylinders. (PRC)
J...
JIMMY
UK enginemens' slang for a steel bar unofficially fixed across
the blast pipe in an
effort to reduce the size of the orifice and therefore improve the steaming of a
locomotive. (PRC)
JOHNSON BAR
US term for the reversing
lever in the locomotive cab. (PRC)
JOURNAL
The housing in which the axle turns. A source of much trouble
if not kept lubricated properly. (PRC)
JOY VALVE GEAR
A valve gear designed by David Joy in 1879 and quite widely
used over the next 30 years. It was simpler than other valve gears but required
the provision of a hole for a link in the connecting rod which was found to be a
source of weakness and eventually led to the demise of the type. (PRC)
JUMPER
A form of automatic variable blast
pipe designed by Churchward for use on his GWR locomotives. Under high
pressure exhaust steam a ring at the top of the blast pipe lifted to allow a
wider exhaust opening and thus reduced the risk of the excessive exhaust
pressure lifting the
fire. (PRC)
K...
KYLCHAP
Steam locomotive exhaust system designed jointly by Kyala and
Andre Chapelon and named after them. (PRC)
L...
LAGGING
See Boiler
Insulation.
LAP (1)
The amount, expressed as a fraction of an inch, by which the
valve in mid position overlaps the cylinder steam ports. Valves provided with
long lap required greater travel to operate effectively but this allowed a freer
exhaust and more sharply defined stages in the cycle of valve events. Long lap
valves were introduced on the Great Western Railway in 1908 following
importation of the idea from the US but it was not until the 1930s that their
value was properly understood by other UK railways. (PRC)
LAP (2)
Name given to the position on the driver's brake valve which
closes all air ports between the brake pipe and the brake valve itself. Used to
hold the brake pipe pressure after a partial application has been made. (PRC)
LARGE TUBES
Tubes containing superheater elements. See Tubes,
Boiler. (PRC)
LEAD
The amount, expressed as a fraction of an inch, by which the
steam port is open when the piston is static at the end of its forward or
backward stroke. The effect is to allow steam to enter the clearance space
between the cylinder end and piston face before movement of the piston takes
place so ensuring maximum steam pressure at the start of the stroke. (PRC)
LIFTING THE FIRE
Railway slang for the occurrence of the draught being so
strong that hot coals are sucked from the fire bed, drawn through the tubes
and thrown out of the chimney. Tended to occur when the locomotive is being
worked hard or 'thrashed'. (PRC)
LINK MOTION
See Link
Valve Gear. (PRC)
LINK VALVE GEAR
A form of valve motion designed by one William Howe at the
Stephenson locomotive works in 1842 and thereafter fitted to all their
locomotives and many others. The design removed the need for clutch operated
eccentric shifts and eliminated the vulnerable forks or 'gabs' of the older
motion. It subsequently became known as the Stephenson Valve Gear. Later types
of link motion included the Walschaerts
valve gear. (PRC)
LIVE STEAM
Steam supplied directly from the locomotive boiler and used
for various devices such as the blower,
ejectors, injectors,
whistle, electric generators (where fitted), steam brakes etc. In some cases,
when available, exhaust steam is used for power as an additive or substitute for
live steam, e.g. as in the case of injectors. (PRC)
LIVE STEAM INJECTORS
The live steam injector was a relatively simple device
consisting of a steam inlet pipe, a water inlet pipe, a delivery pipe and an
overflow pipe plus three internal cones. Steam from the boiler was admitted into
a narrowing steam cone which turned the pressure of the steam into velocity.
Next, the steam was allowed to combine with the water, piped from the tender
tank, in the also narrowing combining cone. The effect of combining the cold
water and steam was to partially condense the steam and heat the water. The hot
water and remaining steam propelled itself at high speed out of the combining
cone and into the neck of the delivery cone. The delivery cone widened into the
delivery pipe and allowed the conversion of the speed of the hot water into
pressure sufficient to overcome the internal pressure in the boiler.
Live steam for the injector was supplied through a control valve in the cab. There was also a water control handle. Normally, locomotives were equipped with two injectors. (PRC)
LONG BOILER LOCOMOTIVE
A type of locomotive patented by Stephenson in 1842 which was
provided with a boiler longer than the usual 9 feet of the day. The objective
was to reduce the heat reaching the smokebox in an attempt to reduce the rapid
destruction of smokeboxes and chimneys which had occurred up to that time. By
increasing the boiler length to 13 feet or more, the temperature was reduced by
over 30% and the life of smokeboxes was considerably extended. (PRC)
LUBRICATION
An essential part of steam locomotive operation, lubrication
takes a variety of forms: Worsted pads fed from an oil bath below the bearing,
siphoning from trimmings fed from oil baths, mechanical,
hydrostatic,
oil atomised by steam, and grease. (PRC)
M...
MALLET LOCOMOTIVE
Designed originally by Anatole Mallet in 1884, the design was
a compound locomotive with two sets of engines on bogie frames. Later versions
were simple expansion locomotives and were developed in the US to the largest
locomotives ever built, the Union Pacific 4-8-8-4 'Big Boy' class. A Mallet has
the boiler rigidly fixed to the rear engine unit. The front engine unit is
articulated to the rear and the boiler unit is free to move over it. This can
result in the boiler unit projecting outside the front engine unit on curves
(Reed has a photograph of this in 'Loco Profiles')
The Mallet is, strictly speaking, a compound with a high-pressure engine and a low pressure engine using the exhaust steam from the high pressure unit, although simple-expansion versions were built towards the end of steam in the USA. (PRC)
MANIFOLD, STEAM
The steam pipe in the cab which supplied all the cab control
valves such as the whistle, injectors,
carriage heating, blower, sanding etc. Sometimes referred to as the 'steam
fountain'. In the US it was known as the 'turret'. (PRC)
MARS LIGHT
A special type of electric headlight mounted on some US
locomotives which rotated and which could be changed from a white to a red
light. The change to red was automatic upon an emergency brake application. (PRC)
MECHANICAL LUBRICATOR
Oil distribution system activated by pump action provided by
mechanical connections to the valve
gear of a steam locomotive. (PRC)
MECHANICAL STOKER
A system for feeding coal into the firebox,
removing the need for it to be done manually by the fireman. It was generally
accepted that a grate area over 50 sq. ft. required mechanical firing as it was
too large to be manually supplied. Mechanical stokers appeared in the US from
1905.
Most systems were steam powered and were controlled from the cab. Some consisted of a chain belt and some operated with a steam jet. The most successful was the archemedian screw type which appeared from about 1918. In all cases, the coal had to be broken into small sizes to enable it to be used. In the UK, mechanical firing was not tried until after World War II and then only a few locomotives were fitted. (PRC)
MID FEATHER
A partition introduced into some firebox
designs to try to improve both water heating and heat generation from the fire.
Various forms were tried during the mid- to late-19th century but the benefits
were not considered sufficient compared with the expense of construction and
maintenance. (PRC)
MIKADO TYPE LOCOMOTIVE
A locomotive with a 2-8-2 wheel arrangement, the name being
derived from a design built in the US and delivered to the Japanese railways in
1897. (PRC)
MOGUL TYPE LOCOMOTIVE
A locomotive with a 2-6-0 wheel arrangement. The first proper
version of this locomotive was built in 1858 in the US by Baldwin. (PRC)
MOTION
Generic term for the piston rods, connecting
rods and valve gear
of a locomotive. (PRC)
MOTION PLATE
A large bracket attached to the locomotive frame which is used
to support parts of the valve
gear. (PRC)
MOUNTAIN TYPE LOCOMOTIVE
A locomotive with a 4-8-2 wheel arrangement first introduced
in the US in 1911 for the mountain section of the Chesapeake & Ohio RR. (PRC)
MUD RING
See 'Foundation Ring'. (PRC)
MULTI-TUBE BOILER
One of the principal design advances for the steam locomotive
was the introduction of the multi-tubular boiler. It was suggested to George
Stephenson by Henry Booth and was fitted to his Rocket locomotive of 1829. It
also appeared in France at the same time on a locomotive built by Marc Séguin.
Before this, locomotives had single
flue boilers or return
flue boilers. (PRC)
The multi-tube boiler contained a number of hollow tubes which allowed the hot gases from the fire to pass through the boiler to the chimney at the other end. The distribution of the heating effect led to more efficient steam production and assisted with the forcing of a draught on the fire. Note that this was different from certain other applications of multi-tube boiler, e.g. marine, where the water passed through the tubes and the heat was applied to the outside of the tubes. (PRC)
N...
NOTATION, WHEEL
See Wheel
Arrangement. (PRC)
NOTCHING UP
Slang term for moving the reverser to reduce the cut
off of the engine as the need for power is reduced. 'Notching up' has also
been adapted by diesel and electric locomotive drivers to mean increasing power.
The term originated from the reversing
lever quadrant which had notches cut into it to allow the lever to be
latched in a particular position. (PRC)
O...
P...
PACIFIC TYPE LOCOMOTIVE
A locomotive with the 4-6-2 wheel arrangement. The first
4-6-2s were built by the Baldwin Locomotive Works in the US for the NZ Railways,
hence the name. (PRC)
PANNIER TANK
A tank locomotive design where the water tanks were mounted on
either side of the boiler as for a normal tank loco. but were raised so as to be
clear of the running plate.
The design was almost exclusively UK Great Western Railway. It reduced the
height of the centre of gravity as opposed to a saddle tank but allowed more
access to the working parts than ordinary side tanks. Some saddle tank
locomotives were unstable at speed with full tanks. (PRC)
PISTON ROD
The rod connecting the piston to the crosshead at the rear of
the cylinder. The piston rod is kept parallel to the cylinder by the slidebars
guiding the crosshead as it moves forward and back. (PRC)
PISTON STROKE
See Stroke,
Piston.
PISTON VALVE
The type of steam engine valve, circular in shape, designed to
overcome the design defects of the slide
valve, specifically steam tightness and wear. (PRC)
PLUG, FUSIBLE
See Fusible
Plug. (PRC)
POP SAFETY VALVES
A safety
valve designed to reduce the 'dribbling' of steam from a boiler at full
pressure and thus reduce wastage. They were first used in the US about 1867 and
in the UK about 1873. (PRC)
POPPET VALVES
Steam
chest valves opened and closed by cam action, in the same manner as in a
road vehicle engine. Better timing was possible with such systems but it was
difficult to get the variations in cut off required to gain maximum efficiency.
Various poppet valve systems were tried over the years including the Caprotti,
Franklin, Lentz (RC) and Reidinger. (PRC)
PRAIRIE TYPE LOCOMOTIVE
A locomotive with a 2-6-2 wheel arrangement first introduced
in 1885 and popular in the US mid-west. (PRC)
PRESSURE, BOILER
Synonymous with working pressure. See Pressure,
Working. (PRC)
PRESSURE, WORKING
The pressure of steam permitted in a steam locomotive boiler
above which the safety
valves will blow off the excess. A good crew will attempt to work the
locomotive without reaching this pressure as operation of the safety valves
wastes steam. (PRC)
Early boiler pressures were low. Stephenson's 'Locomotion' of 1825 had a pressure of 25 pounds per square inch (psi), while his 'Rocket' of 1829 had a pressure of 50 psi. Ten years later, boilers with 100 psi capability were being built. By the turn of the century pressures had reached 200 psi on some larger locomotives and rose to 300 psi on some of the largest US locomotives. 280 psi was the highest pressure used in the UK. (PRC)
PRIMING
The siphoning of water from the boiler into the steam
pipe, caused by too high a water level or by certain chemicals used to treat
hard water. If water gets into the steam pipe it will affect the performance of
the superheater by
reducing the ability of the steam to dry properly and, if it reaches the
cylinders, it can damage them and the motion.
In extreme cases, cylinder ends have been blown out, valve gear bent and
locomotives derailed by the carry over of water into the cylinders. (PRC)
PUMPS, WATER
The means of supplying feed water to the boiler before the
introduction of injectors.
See Feed Pump and Feed
Water Heating. (PRC)
Q...
R...
RADIAL AXLES
Axles designed to move laterally entering a curve in an effort
to reduce the flange and
rail wear incurred with rigid axles. The design was normally confined to the
leading or trailing carrying axles of a locomotive. The idea was first tried
successfully by W B Adams of the London & South Western Railway in 1863 and
was subsequently taken up by FW Webb and others. The axle could be guided by
either curved axleboxes, as in the original Adams design, or by a curved
transverse frame as in Webb's design. (PRC)
RADIUS ROD
A part of Walschaerts
valve gear connecting the piston rod motion to the valve gear motion. (PRC)
REGULATOR
Once the boiler has generated sufficient steam, it can be used
for useful work. A valve fitted on top of the boiler and often housed in a dome,
is used by the driver to admit steam to the cylinders. The valve is called
"the regulator" (known as the "throttle" in the US) and is
opened and closed by means of a long shaft connected to a lever accessed from
the driver's position in the locomotive cab. (PRC)
The steam collected in the dome can be admitted, by use of the regulator, into a steam pipe which is connected to the cylinders. Some locomotives have superheated steam and in such cases the regulator may be located in the smokebox. (PRC)
The regulator is controlled from the cab by a lever. UK practice is to mount the lever on the top centre of the firebox backplate so that it is moved clockwise or anticlockwise to open or close the regulator valve. The shaft connecting the lever to the regulator valve passes through the boiler steam space. (PRC)
An alternative form of regulator control has the operating rods mounted on the outside of the boiler (along the left or right side) and actuated by a forward and aft lever in the cab. This type was popular in the US but was used on many of the more modern locomotives in the UK. It should be noted that just because the operating rods are visible on one side of the boiler, it will not necessarily follow that the driving position is on that side. Some locomotives have the driving position on the other side with the regulator handle connected to the operating rods by a cross shaft. In some cases, regulator handles were provided on both sides of the cab. (PRC)
REGULATOR VALVE
The main steam control of a locomotive. Various types of valve
and various locations for it were to be seen during the history of the
locomotive but it was normally at the top of the boiler where the steam was
hottest and usually in a dome.
Some superheated locomotives had the regulator valve positioned in the
superheater header in the smokebox. For details, see Regulator.
(PRC)
RETURN CRANK
On outside mounted Walschaerts
valve gear, the small crank which works off the main crank to take the place
of the eccentric used
with inside mounted valve gear. (PRC)
RETURN FLUE BOILER
A type of boiler used for some locomotives in the 1820s and
1830s where the single
flue was turned back to provide double the heating surface for the water in
the boiler. It required the chimney to be at the same end of the boiler as the
fire. Superseded by the multi-tube
boiler. (PRC)
REVERSER
The locomotive's forward and reverse control, which is also
used to adjust cut off to
vary the steam admission and expansion cycles in the cylinders. (PRC)
The direction of movement for a locomotive is decided when starting by determining which direction each piston must move first. This is done by adjusting the position of the valve gear of each cylinder with a reverser so that the first admission of steam will force the piston in the right direction to achieve the desired direction of wheel rotation. (PRC)
A lever or handwheel is provided in the cab to control the reverser. It has three principle positions, Full Forward Gear, Mid Gear and Full Reverse Gear. Mid Gear is equivalent to 'neutral' on a road vehicle. There are also intermediate positions to adjust the 'cut off' point for steam admission to the cylinders. An indicator is provided to show the driver the 'cut off' position and the reverser lever is fitted with a locking ratchet to hold it in the required position. Reverser levers are usually purely mechanical devices and require some effort to operate effectively while the locomotive is running since the valve gear is under considerable pressure from steam. Some locomotives are fitted with steam operated reversers. (PRC)
REVERSER, AIR
A power assisted reverser
which used air pressure supplied from the air brake compressor. The device first
appeared in 1882 on the London Brighton & South Coast Railway. (PRC)
REVERSER, STEAM
A method for operating reversing gear using steam power first
introduced by James Stirling in 1874. Two cylinders, one steam and one oil and
connected by a rod, were mounted outside the boiler. Often they were fitted
inside the cab or housed in an extension of the driving wheel splasher but, if
free standing outside the boiler, they looked similar to and could be mistaken
for a Westinghouse air brake pump.
The reverser is controlled by two levers in the cab. To move the reverser, steam is admitted to one side or the other of a piston in the steam cylinder. The piston moves the rod and thus varies the reverser rod position. A separate valve controls the flow of oil in the second cylinder between the two sides of the piston. When the position of the reverser is set by the steam cylinder, it is locked by the oil cylinder. A pointer in the cab provides an indication of the position of the reverser. Single lever controls were later provided for some versions of this and other types of power reverser.
Steam reversers were generally difficult to maintain and were prone to "wandering" off position due to the escape of steam or the leakage of air into the oil cylinder. They often required a degree of "persuasion" or repeated operation to get the reverser set in the correct position. (PRC)
ROCKING GRATE
A system for allowing the firebars to be shaken by use of
controls in the cab, usually hand operated in the UK or steam operated
elsewhere. The purpose was to assist with fire cleaning and the break up and
disposal of clinker. Rocking grates were common in the US and areas where coal
was poor and caused clinker but were rare in the UK until after the Second World
War when the quality of coal had deteriorated. (PRC)
ROSS POP SAFETY VALVE
A type of safety
valve designed to act in two stages to prevent 'dribbling' of steam from a
boiler at full pressure. Designed by RL Ross in 1902 and later to become widely
used in the UK. (PRC)
RUNNING PLATE
The narrow horizontal walkway seen at roughly boiler base
level on most steam locomotives, along which it was possible to access parts of
the boiler and its attachments. Also sometimes used to provide access to the motion.
(PRC)
S...
SADDLE TANK
A tank locomotive which has the water tank mounted on top of
the boiler so that they take the form of a saddle. (PRC)
SAFETY VALVE TYPES
Lock-up, Spring balance, Salter, Pop, Ross Pop are all types
of safety valves. (PRC)
SAFETY VALVES
Pressure relief valves mounted on top of a boiler or firebox
(sometimes both on early locomotives) designed to allow steam to escape if the
boiler pressure exceeded the design limit. (PRC)
SAND
Gravity fed sanding of rails ahead of driving wheels to assist
traction was first tried in the US in 1836 and in the UK in 1838. Steam assisted
sanding was introduced in 1886 in an attempt to overcome the problem of side
winds blowing the sand away before the wheel passed over it. (PRC)
SANDBOXES
In the UK, it was the practice to fit the sandboxes near the running
plate, sometimes attached to the wheel splashers. US practice was to add a
sand dome to the top of the boiler, in an attempt to use the boiler heat to keep
the sand dry. (PRC)
SATURATED STEAM
Steam which has not been superheated.
Also known as 'wet steam'. (PRC)
SCOOP, WATER
See Water
Scoop.
SELF-CLEANING SMOKEBOX
A system for removing ash accumulated in the smokebox
using the gases from the fire, first introduced in the UK during the Second
World War. A baffle plate placed in front of the tube
plate directed the gases down and forward to lift the ash towards a mesh
screen. The screen has the effect of breaking up larger pieces of ash so the
flow of gases will expel them through the screen and out of the chimney.
Some earlier systems of smokebox cleaning used a manually controlled blower to lift the ash into the exhaust blast. (PRC)
SETTING BACK
The act of reversing the locomotive gently into its train in
order to reposition the engines (i.e. the pistons in the cylinders) into a more
favourable position for starting. Although it is not theoretically possible to
leave a locomotive in a position where the engines are unable to start, it can
happen that certain starting positions will provide insufficient power to move a
train. The driver will therefore 'set back' to get a more favourable starting
position. (PRC)
SIGHT FEED LUBRICATOR
A locomotive lubricator system where a reservoir of oil
mounted in the cab was equipped with glass fronted tube to allow the crew to
observe that oil was available. (PRC)
SINGLE FLUE BOILER
A boiler with only one tube, or flue between the fire at one
end and the chimney at the other. This was the type of boiler common before the
introduction of the multi-tube
boiler in 1829. (PRC)
SINGLE
The common term to denote a locomotive with only one driving
wheelset. In the older versions, the driving wheel was often very large in
proportion to the rest of the locomotive. The design was common in the UK during
the 19th Century. (PRC)
SLIDE VALVE
The traditional valve system used in the steam engine to
control the flow of steam into and out of a cylinder. As the name suggests, the
valve slides horizontally over the steam ports leading to the cylinder, opening
and closing the ports as required to supply steam or exhaust it from the
cylinder. Eventually replaced by the piston
valve. (PRC)
SLIDEBARS
A fixed pair of bars fitted at the rear of the cylinders
to guide the crosshead
on which the connecting
rod is connected to the piston
rod. The crosshead slides forward and back between the slidebars. (PRC)
SMALL TUBES
See Tubes,
Boiler. (PRC)
SMOKE DEFLECTORS
Early locomotives had tall chimneys to carry the exhaust clear
of the driver's line of sight but, as boilers increased in size, the height of
chimneys was reduced to keep locomotives within loading gauge requirements.
Smoke deflectors were added on either side of the smoke box of large-boilered
locomotives to force air upwards towards the chimney and thus deflect smoke
upwards and clear of the cab windows. They were originally a German invention
and became common from the 1930s onwards. (PRC)
SMOKEBOX
The leading end of the boiler through which exhaust steam from
the cylinders passes and gases from the fire are drawn to exit via the chimney. (PRC)
SMOKEBOX DOOR
An opening at the front of the smokebox
to allow access for the removal of ash drawn through the boiler tubes from the
fire. The door must be kept air tight to ensure that the maximum draught is
available to allow air to be drawn through the fire from the grate. (PRC)
SNIFTING VALVE
The common name for an anti-vacuum
valve. (PRC)
SPECTACLE PLATE
The transverse member mounted between the locomotive frames to
the rear of the cylinders on which parts of the valve gear are hung. Sometimes
wrongly used to describe the weather board (q.v.) at the front of the cab. (PRC)
STAYS
The bolts which secure the inner firebox to the outer firebox.
See firebox. (PRC)
STEAM
Steam is the gas which is given off as a result of boiling
water. The normal boiling point of water is 100º C. Unconfined steam will
expand to about 1325 times the size of the water from which it came. If it is
confined, it will build up pressure which can be harnessed to do work.
Incidentally, it is worth noting that pure steam is actually invisible. The vapour associated with steam which we normally see is really small droplets of water which occur as a result of condensation.
The work which can be extracted from steam is achieved by allowing the natural expansion of the steam as it cools. If the steam is carried away from the source of heat which produced it, it will cool and expand. This expansion can be used to do work, like pushing a piston inside a cylinder.
Steam pressure can also be used to do work as well as expansion. The steam collected by boiling water in a boiler can be contained in the space above the water level while its pressure is increased as more and more water is boiled. Eventually, the pressure reaches the safe working level of the boiler. Spring-loaded safety valves are provided to allow steam to escape if the pressure rises above the normal working level.
If you see safety valves "blowing off" steam, you will notice that the steam is actually invisible for a short distance above the valve. Only when it has cooled and expanded will the familiar white plume become clearly visible. During blowing off, the nature of expansion can also be seen as the plume of steam widens the further away from the boiler it goes.
In a steam locomotive, both steam pressure and expansion are used inside cylinders to do the work of moving the machine. Both can be varied by the driver to regulate the power used by the locomotive under the varying circumstances of train operation. (PRC)
STEAM BRAKE
First used by Stephenson in 1833 on his Patentee locomotive
and tried in the US in 1848 on the Boston and Providence RR. Later widely used
both separately and in conjunction with automatic brakes, either vacuum or air.
The steam brake can be operated by either a separate brake valve in the cab or a
combined automatic and loco. brake valve. (PRC)
STEAM CHEST
The internal part of a locomotive's cylinder block where the
valve chamber connects with the steam supply and exhaust pipes. (PRC)
STEAM PIPE
The pipe which connects the regulator
valve with the cylinder steam chest where the valves are located. Steam
passes down this pipe when the regulator valve is opened by the driver. In
superheated locomotives, the steam is diverted into the superheater
header before it reaches the steam chest. (PRC)
STEAM REVERSER
See Reverser,
Steam. (PRC)
STEAM TENDER
A design of tender which had its own engines introduced in
1863 by Archibald Sturrock on the Great Northern Railway of the UK. Two
cylinders were mounted inside the tender frames and drove six coupled wheels.
The steam was supplied by the locomotive boiler and was exhausted into the
tender tank to heat the water. About 50 were built but they were not considered
economic and were later removed. Not to be confused with 'boosters' (q.v.). (PRC)
STEAM TURRET
See Turret,
Steam. (PRC)
STEPHENSON VALVE GEAR
(PRC)
See Link
Valve Gear.
STOKER
US term for Fireman. (PRC)
STROKE, PISTON
The length of the movement of the piston inside the cylinder
and often quoted as an essential dimension of a locomotive's design.
SUPERHEATED STEAM
Steam which has been reheated or 'dried' after its production
in the boiler. Superheated steam has less water vapour and will therefore not
condense as rapidly as 'wet' or saturated
steam. It can lead to a 25% saving in coal and 30% saving of water
consumption. (PRC)
SUPERHEATER
Equipment provided in a locomotive boiler for producing
superheated steam. Early superheaters were fitted in the smokebox and were
little more than steam dryers. Later superheaters used enlarged boiler
tubes to dry the steam and raise the temperature to a higher level. The
first superheaters, designed by Wilhelm Schmidt in Germany, appeared in 1897.
The additional efficiency of the drier steam led to superheaters becoming
standard equipment. (PRC)
SUPERHEATER ELEMENTS
The coils of pipes provided inside the larger flue tubes
of the boiler through which saturated steam from the boiler passes to enable its
temperature to be raised. (PRC)
SUPERHEATER HEADER
The connection box mounted in the smokebox
next to the tube plate which contains the incoming saturated steam pipe and
the tubes for superheating
the steam. Some designs of superheater header contained the regulator
valve. (PRC)
SUPERHEATER TUBES
See Superheater
Elements. (PRC)
T...
TAIL RODS
Extensions to the piston
rods which protruded through the front of the cylinders
so fitted. Tried from time to time during the 1890s and early 1900s, fitting
tail rods was said either to save wear on cylinders or to cause it, depending on
who was speaking. They were not taken up universally and many locos which had
them when built were later modified to remove them. (PRC)
TANK LOCOMOTIVE
A steam locomotive which has its coal and water storage on the
same frames as the engine. The design first appeared in 1835 in Ireland. The
water tanks are the most obvious feature as they are mounted on either side of
the boiler partially obscuring it. There are different types of tank engine -
see Pannier Tank and
Saddle Tank. (PRC)
TAPERED BOILER
A boiler design where the diameter at the smokebox
end is smaller than at the firebox
end. This was done so that the maximum area possible was available for heating
around the firebox. A tapered boiler was first introduced in the US in 1850,
where it was referred to as the 'wagon top' boiler.
The design has the added advantage that the joints between the boiler rings do not require to be formed to provide a lap, but they will provide a natural lap. (PRC)
TENDER
The vehicle attached to a locomotive carrying water and coal
(or other fuel). Some locomotives do not have tenders - see Tank
Locomotive. The name 'Tender Locomotive' is sometime used to distinguish it
from a tank locomotive. (PRC)
TENDER BRAKE
The only means by which early locomotives were stopped. A hand
wheel or lever on the tender was connected to brake blocks acting on the tender
wheels. (PRC)
TESTING PLANT, STATIC LOCOMOTIVE
There were six special steam locomotive static testing
stations built in the world: Altoona, Pennsylvania, USA in 1904, Swindon, UK in
1905, Purdue University USA, Grunewald, Berlin, Germany 1931, Vitry, Paris in
1933 and Rugby, UK in 1948. (PRC)
THERMIC SYPHON
A water passage built into a firebox
in a Y shape so that the base of the Y is turned forward to connect with the
water space at the front of the firebox and the two arms open into the crown
space. The purpose was to improve water circulation and its exposure to the
hottest heating areas around and in the firebox. First appeared in the 1930s but
not used in the UK until 1940 when they were adopted for the Southern Railway
4-6-2 locomotive classes and the abortive "Leader" designed by O.V.
Bullied. Popular in the US and France but very complicated to build and maintain
in good condition. (PRC)
THROAT PLATE
The portion of the firebox
which joins the boiler
barrel. This is a difficult section to form as it is often of an unusual
shape to accommodate the change from a circular barrel to a more rectangular and
deeper firebox. (PRC)
TOP FEED
A system of boiler replenishment, first tried in 1863 and
occasionally from that time until Churchward of the GWR adopted it in 1906,
where the feed water is passed through pipes to the top of the boiler where the
non-return valves (clacks)
are mounted and then into the steam space. The water is deposited onto a tray
(or series of trays) before it strikes the water surface. The effect is to
disperse the water before it mixes with the existing water in the boiler and it
was said to reduce boiler maintenance although it was never conclusively proved.
It became standard in the UK on most new locomotives from the 1930s. (PRC)
TRACK PAN
US term for water
trough. (PRC)
TRACTIVE EFFORT
The force exerted at the edge of the driving wheel of a
locomotive expressed in pounds.
Calculated as: D² x S x P,
where D is cylinder diameter (inches), S is piston stroke (inches) and P is 85% of boiler pressure (psi). (PRC)
TUBE CLEANING
The removal of soot and ash from the inside of boiler tubes to
ensure the effective generation of the draught for the fire. Was often done with
steam lances, latterly with compressed air and accompanied by brushing as
required. (PRC)
During the 1930s some UK locomotives were fitted with steam operated tube-cleaning guns, sometimes referred to as anti-carbonisers. It was possible to direct sand, under steam pressure, to any part of the rear tube plate from a lever in the cab. (PRC)
TUBE PLATES
The plates at the leading and rear ends of a boiler which were
drilled with holes of the diameter required to hold the boiler
tubes. The leading tube plate separated the boiler from the smokebox, while
the rear tube plate formed the front of the inner firebox. (PRC)
TUBES, BOILER
The flues through which the gases from the fire pass to heat
the water in the boiler. The gas is drawn through the tubes by the draught
created from the exhaust of the steam through the chimney. Tube sizes are often
quoted for locomotives because they are an indication of the heating surfaces
available for the manufacture of steam. More modern designs of boiler have two
sizes of tubes, large tubes for the superheater
elements and small tubes for normal water heating purposes. (PRC)
TURNTABLE
Rotating section of track used to turn locomotives to face the
direction of running required. Originally hand operated, they could later be
found to be steam, air or vacuum operated. (PRC)
TURRET, STEAM
The US term for the steam manifold.
(PRC)
TYRE
The steel ring shrunk (or otherwise fixed) to a railway wheel
to provide the bearing surface which will run on the rail. The tyre is usually
provided with a flange to
give the guidance required to keep the wheels on the rail. Some locomotive
driving wheels did not have a flange because of the need to allow movement round
severe curves without the risk of the flange riding up onto the top of the rail
and derailing the locomotive. (PRC)
U...
UNIFLOW LOCOMOTIVE
An experimental locomotive which worked on the South Eastern
Railway between 1849 and 1852 using a large, externally piped exhaust system. It
did not find acceptance and was not used elsewhere. (PRC)
V...
VACUUM BRAKE
The brake system which uses a vacuum formed in the brake pipe
and cylinders to effect a brake release and the replacement of the vacuum by
atmospheric pressure to cause an application. The automatic vacuum brake was
first used in the UK in 1878. (PRC)
VACUUM TURNTABLE
A turntable operated by vacuum power provided by the
locomotive being turned. (PRC)
VALANCE
The angled plate attached to the edge of a locomotive running
plate to provide strength. (PRC)
VALVE GEAR
The system of rods, levers, cranks and eccentrics which
provide the links between the pistons, valves and wheels of a steam engine. The
two main parts consisted of the piston rod, connecting rod and crank which
transmitted the drive from the piston to the wheel and the eccentrics, eccentric
rods and valve rods which transmit motion from the axle to the valve. For
excellent live working programme see Valve
Gear for the Computer. (PRC)
VALVE SETTING
The action of fitting and adjusting the locomotive valve
gear to ensure the most efficient operation of the valves. This was a
difficult job to do well and required skilled fitters with a thorough knowledge
of the equipment in their care. Many experimental valve gears introduced during
the years of steam locomotive development failed to gain acceptance because the
fitters working on them in sheds did not understand them properly. (PRC)
VON BORRIES COMPOUND
A system of compounding
where the low and high pressure cylinders drove the same axles requiring that
the valve gear be
adjusted to ensure that the same level of work was done in both cylinders at the
same time. It was used by TW Worsdell in 1884 on the Great Eastern Railway and
later on the North Eastern Railway and by Beyer Peacock for some locomotives
built by them in the 1890s. (PRC)
W...
WALSCHAERTS VALVE GEAR
A form of link motion valve
gear first patented in 1844 by Egged Walschaerts, a Belgian engineer. It
first appeared on a British railway in 1878 when an 0-4-4 tank locomotive fitted
with it was purchased by the Swindon, Marlborough and Andover Railway. It did
not become popular in Britain until the twentieth century but it is now
generally regarded as the best valve gear design, being easier to maintain and
lighter than Stephenson valve gear. It first appeared in the US in 1876 and was
also widely adopted there and on the continent of Europe. (PRC)
WASHOUT
The process of removing sludge and scale from the inside of a
locomotive boiler. The
boiler was first emptied of steam and the hot water drained off. Water was then
hosed into the boiler through 'washout plugs' while long rods were inserted into
the plug holes to remove scale from the interior surfaces. After cleaning, the
boiler was inspected for defects. Washouts used to be needed on a weekly basis
for many locomotives but varied according to the age of the locomotive, the
design of the boiler, its usage and the type of water used. (PRC)
WASHOUT PLUGS
In order to allow all the parts of the boiler interior to be
reached during a washout, a number of plugs were provided in strategic
positions. They were screwed into the boiler shell and were often numbered to
ensure that they are replaced in the correct positions. Washout plugs were also
useful for inspection purposes. A modern locomotive may have had over 40 washout
plugs located around the boiler and firebox.
WATER COLUMN
A hollow pole fitted with a leather hose and connected to a
water supply for filling locomotive water tanks. (PRC)
WATER CRANE
A type of water
column with a movable arm which allows water to be supplied to locomotives
on either of two adjacent tracks. (PRC)
WATER GAUGE
The indication provided in every locomotive cab showing the
level of water in the boiler.
Always provided in pairs, the water gauges were considered the most important
part cab equipment. Cocks were provided at the top and bottom of the gauges to
test the connections above and below the boiler water level and thus ensure
accuracy of indications.
WATER SOFTENING
The addition of chemicals to hard water to reduce the scale
generated when boiled. Widely used in the UK. (PRC)
WATER SCOOP
A device, first used on locomotives of the LNWR in the UK in
1860 to allow water to be collected from a water
trough laid along the track whilst the train was moving. The scoop was
mounted on the tender and was lowered by hand when required to collect water.
It was essential that the crew raised the scoop before the end of the trough or before the tender was filled to capacity and water spilled through the vent at the tender top. If it did, the leading vehicle would be showered with the excess water and, if there were any open windows, so would the unsuspecting passengers inside. (PRC)
WATER TROUGH
A channel laid between the running rails and filled with
water, which can be collected by passing locomotives fitted with a water
scoop. Water troughs were first introduced in the UK in 1860 and in the US
in 1870, where they are known as 'Track Pans'. (PRC)
WATER TUBES
A system which tried to improve the circulation of water
between the legs of the firebox
by joining them with tubes running across the firebox. The best-known UK example
was applied by Drummond on some London & South Western Railway locomotives
between 1897 and 1912. The expense of maintaining them outweighed the benefits
and they were not universally adopted. (PRC)
WEATHER BOARD
A vertical sheet added to the rear of the firebox and fitted
with two glass portholes to provide some protection for the locomotive crew.
They first began to appear in the 1850s. (PRC)
WEDGE VALVE GEAR
A type of valve
gear designed by Isaac Dodds, dating from 1839 and used occasionally until
1872, which had two eccentrics on a two-cylinder locomotive instead of four. The
single eccentric for
each cylinder was changed from forward to reverse by drawing a wedge along a
square section of the axle through the sheave to adjust its eccentricity. The
design failed because of the difficulty of keeping the wedges properly adjusted.
(PRC)
WESTINGHOUSE BRAKE
Air brake system first invented by George Westinghouse in
1869. It comprised an air pump powered by steam, which provided the air pressure
used in the brake cylinders. An automatic version was patented in 1872. This had
a brake pipe running the length of the train which was filled with compressed
air to release the brakes and to recharge air reservoirs on each vehicle. To
apply the brake, the air in the brake pipe was reduced and a 'triple valve' on
each vehicle caused air in the reservoir to pass into the brake cylinder and
apply the brakes. The system formed the basis of all future railway automatic
air brake types.
Due partly to its cost, the Westinghouse brake was not favoured in the UK, only a few companies adopting it, but it, and its derivatives, became universal in the US. (PRC)
WET STEAM
The generic term for steam produced in a boiler and collected
in the steam space above the water level. It still contains an amount of water
vapour which will quickly condense as the steam enters a cold cylinder. Wet
steam can be dried by 'superheating' (q.v.). (PRC)
WHEEL BALANCING
The method of reducing the hammer
blow caused by the action of the pistons driving the cranks as the crank
approaches bottom dead centre. Driving wheels had weights fitted into their rims
to act as a counter
balance. (PRC)
WHISTLE
First fitted to a locomotive of the Leicester &
Swannington Railway in 1833 following an accident at Thornton when a train hit a
horse and cart. Whistles soon became important for transmitting warnings to
signalmen describing train routes at junctions and to guards to signal for
brakes etc. Most railways proscribed a series of codes for whistles. (PRC)
WHITE FEATHER
Nickname for the steam seen escaping for the safety
valves when there is full pressure in the boiler. (PRC)
WHEEL ARRANGEMENT SYSTEMS
Different systems for denoting wheel arrangements have been
developed in different countries. In the US and UK is usual to refer to a steam
locomotive wheel layout numerically by first the leading carrying wheels, then
the coupled wheels (including the driving wheels) and finally the trailing
carrying wheels, in that order, in a system invented by Frederic M Whyte in the
US in 1900 e.g.
4-4-0 = ooOO
4-6-2 = ooOOOo
0-4-2 = OOo
0-6-0 = OOO
2-10-2 = oOOOOOo
A list of US wheel arrangements is available here on the Wes Barris US Steam locomotive site.
Some European railways used the Whyte system except that the number of axles was used instead of the number of wheels, 4-6-2 becoming 231. This was developed by the French who used numbers for non driven axles and letters for driven axles, thus 2C1 and which was further modified by Bullied who reorganised it so that the non-driven axles were listed first in order, then the driven axles, thus 21C. (PRC)
WHYTE WHEEL NOTATION
See 'Wheel Arrangement Systems'. (PRC)