The American steam locomotive in the twentieth century

Tom Morrison

Book - 2019

Between 1900 and 1950, Americans built the most powerful steam locomotives of all time--enormous engines that powered a colossal industry. They were deceptively simple machines, yet, the more their technology was studied, the more obscure it became. Despite immense and sustained engineering efforts, steam locomotives remained grossly inefficient in their use of increasingly costly fuel and labor. In the end, they baffled their masters and, as soon as diesel-electric technology provided an alternative, steam locomotives disappeared from American railroads. Drawing on the work of eminent engineers and railroad managers of the day, this lavishly illustrated history chronicles the challenges, triumphs and failures of American steam locomotive d...evelopment and operation.

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Subjects
Genres
History
Published
Jefferson, North Carolina : McFarland & Company, Inc., Publishers [2019]
Language
English
Main Author
Tom Morrison (author)
Item Description
"The present work is a reprint of the illustrated case bound edition of The American Steam Locomotive in the Twentieth Century, first published in 2018 by McFarland"--Title page verso
Physical Description
xi, 624 pages : illustrations ; 29 cm
Bibliography
Includes bibliographical references (pages 574-611) and index.
ISBN
9781476679006
  • Preface
  • Introduction
  • Part 1. Background to Locomotive Development
  • Chapter 1. The American Railroad Industry
  • 1.1. Political and Economic Environment
  • 1.1.1. Early Years of the Industry
  • 1.1.2. Depression and New Expansion
  • 1.1.3. The New Political Climate
  • 1.1.4. War and Government Administration
  • 1.1.5. The 1920s
  • 1.1.6. The Depression Years
  • 1.1.7. War and Aftermath
  • 1.2. Size and Extent of the Railroad and Locomotive Building Industries
  • 1.2.1. The Railroad Industry
  • 1.2.2. Locomotive Building
  • 1.3. Railroad Engineering
  • 1.3.1. Management Science and the Ton-Mile Statistic
  • 1.3.2. Locomotive and Train Operating Costs
  • 1.3.3. The Trend to Bigger Equipment
  • 1.3.4. The Trend to Higher Speeds
  • 1.3.5. Track and Substructures
  • 1.3.6. Signaling Systems
  • 1.3.7. Integrated Improvement Programs
  • 1.3.8. Maintenance and Availability
  • 1.3.9. Working Conditions
  • 1.3.10. Safety
  • 1.3.11. The Motive Power Dilemma and the End of Steam
  • Part 2. Compounds and Mastodons, 1895-1905
  • Chapter 2. General Steam Locomotive Development, 1895-1905
  • Chapter 3. Locomotive Engineering, 1895-1905
  • 3.1. Fuels, Firing and Fuel Economy
  • 3.1.1. Coal
  • 3.1.2. Oil
  • 3.1.3. Coal Firing
  • 3.1.4. Mechanical Stokers
  • 3.1.5. Firing Rates
  • 3.1.6. Fuel Economy
  • 3.2. Fireboxes and Combustion
  • 3.2.1. Fireboxes
  • 3.2.2. The Vanderbilt Boiler
  • 3.2.3. Water-Tube Boilers
  • 3.2.4. Grates
  • 3.2.5. Brick Arches
  • 3.2.6. Crownsheet Failures and Boiler Explosions
  • 3.3. Boilers and Steam Generation
  • 3.3.1. Boilers
  • 3.3.2. Water Quality
  • 3.3.3. Steam Generation
  • 3.3.4. Water Gauge Glasses
  • 3.3.5. Injectors
  • 3.3.6. Feed Water Heaters
  • 3.3.7. Superheating
  • 3.4. Smokeboxes and Drafting
  • 3.5. Cylinder Arrangements and Compounding
  • 3.5.1. Cylinder Arrangements
  • 3.5.2. Compounding
  • 3.5.2.1. Early Compound Locomotives
  • 3.5.2.2. Compounds in America
  • 3.5.2.3. Road Tests, Performance and Service Results
  • 3.5.2.4. Reappearance of the Tandem Compound
  • 3.5.2.5. The Four-Cylinder Balanced Compound
  • 3.5.2.6. The Mallet Pour-Cylinder Articulated Compound
  • 3.6. Valves and Valve Gear
  • 3.6.1. Valves
  • 3.6.1.1. Slide Valves
  • 3.6.1.2. Piston Valves
  • 3.6.2. Valve Gear
  • 3.7. Frames and Running Gear
  • 3.7.1. Frames
  • 3.7.2. Accommodation to Curvature
  • 3.7.3. Suspension
  • 3.7.4. Counterbalancing
  • 3.7.5. Internal Friction
  • 3.7.6. Brakes
  • 3.8. Performance Testing and Design
  • 3.8.1. Road Tests
  • 3.8.2. Static Test Plants
  • 3.8.3. Tonnage Rating
  • 3.8.4. Design
  • Chapter 4. Locomotive Construction, 1895-1905
  • 4.1. Development of the 4-4-0
  • 4.2. Fast Passenger Locomotives
  • 4.2.1. The Last 4-2-2s
  • 4.2.2. The Abortive Columbia Wheel Arrangement
  • 4.2.3. Pursuit of High Power at High Speed: The First Atlantics
  • 4.2.4. Heavy Passenger Power: The First Pacifies
  • 4.3. Six-Coupled, Multi-Purpose Locomotives
  • 4.3.1. Multi-Purpose Ten-Wheelers
  • 4.3.2. Mogul Freight Locomotives
  • 4.3.3. Further Pursuit of High Power at High Speed: The First Prairies
  • 4.4. Heavy Freight Locomotives
  • 4.4.1. Consolidations
  • 4.4.2. Mastodons
  • 4.4.3. The First Mikados
  • 4.4.4. Decapods and the First Santa Fes
  • 4.5. Switchers, Suburbans, Geared and Special-Purpose Locomotives
  • 4.5.1. Switchers
  • 4.5.2. Suburban Locomotives
  • 4.5.3. Geared Locomotives
  • 4.5.4. Other Unconventional Locomotives
  • Chapter 5. Traction Other Than Steam, 1895-1905
  • 5.1. Electric Traction
  • 5.2. Internal Combustion Traction
  • Part 3. Transformation, 1905-1920
  • Chapter 6. General Steam Locomotive Development, 1905-1920
  • Chapter 7. Locomotive Engineering, 1905-1920
  • 7.1. Fuels, Firing and Fuel Economy
  • 7.1.1. Coal
  • 7.1.2. Oil
  • 7.1.3. Coal Firing
  • 7.1.4. Mechanical Stokers
  • 7.1.5. Fuel Economy
  • 7.2. Fireboxes and Combustion
  • 7.2.1. Combustion
  • 7.2.2. Ash Pans
  • 7.2.3. Brick Arches
  • 7.2.4. Combustion Chambers
  • 7.2.5. Thermic Siphons
  • 7.2.6. Problems of the Staybolted Firebox
  • 7.2.7. The Wood Corrugated Firebox
  • 7.2.8. The Jacobs-Shupert Firebox
  • 7.2.9. Water-Tube Fireboxes
  • 7.2.10. Boiler Explosions
  • 7.3. Boilers and Steam Generation
  • 7.3.1. Boiler Pressures
  • 7.3.2. Water Circulation
  • 7.3.3. Boiler Washing and Water Treatment
  • 7.3.4. Superheat
  • 7.3.5. Feed Water Heaters
  • 7.4. Cylinder Arrangements, Valves and Valve Gear
  • 7.4.1. Compounding
  • 7.4.2. The End of Compounding in America
  • 7.4.3. Valves and Valve Gears
  • 7.4.4. Power Reversers
  • 7.5. Front Ends
  • 7.6. Frames and Running Gear
  • 7.6.1. Frames
  • 7.6.2. Counterbalancing
  • 7.7. Performance and Performance Testing
  • 7.7.1. Performance Testing
  • 7.7.1.1. Static Test Plants
  • 7.7.1.2. Development Work on the Pennsylvania Test Plant
  • 7.7.2. Performance Calculations
  • 7.7.2.1. Locomotive Performance
  • 7.7.2.2. Train Resistance
  • Chapter 8. Locomotive Construction, 1905-1920
  • 8.1. Passenger Locomotives
  • 8.1.1. Obsolescent Types: 4-4-0s, 4-6-0s, 2-6-0s and 2-6-2s
  • 8.1.2. Heyday of the Atlantic
  • 8.1.3. The 4-4-4
  • 8.1.4. Growth of the Pacifies
  • 8.1.5. The First Mountains
  • 8.2. Rigid-Frame Freight Locomotives
  • 5.2.1. The Consolidation Becomes Obsolete
  • 8.2.1. Reign of the Mikados
  • 8.2.2. Decapods
  • 8.2.3. Heyday of the Santa Fe
  • 8.3. Mallets
  • 8.4. Switchers
  • Chapter 9. Traction Other Than Steam, 1905-1920
  • 9.1. Electric Traction
  • 9.2. Internal Combustion Traction
  • Part 4. Superpower, 1920-1930
  • Chapter 10. General Steam Locomotive Development, 1920-1930
  • Chapter 11. Locomotive Engineering, 1920-1930
  • 11.1. Fuels, Firing and Fuel Economy
  • 11.1.1. Coal
  • 11.1.2. Oil
  • 11.1.3. Firebox and Grate Design
  • 11.1.4. Power Stokers
  • 11.1.5. Fuel Efficiency
  • 11.2. Boilers and Steam Generation
  • 11.2.1. Steam Generation
  • 11.2.2. Pressures in Fire-Tube Boilers
  • 11.2.3. Water-Tube Boiler
  • 11.2.4. Feed Water Heaters
  • 11.2.5. Exhaust Steam Injectors
  • 11.2.6. Boiler Washing and Water Quality
  • 11.2.7. Water Gauges
  • 11.2.8. Boiler Explosions
  • 11.3. Cylinders and Valve Gear
  • 11.3.1. Three-Cylinder Locomotives
  • 11.3.2. Compounding
  • 11.3.3. Boosters
  • 11.3.4. Cut-off Control
  • 11.3.4.1. Limited Cut-off
  • 11.3.4.2. Cut-off Instrumentation
  • 11.3.4.3. Automatic Cut-off Control
  • 11.4. Front Ends
  • 11.4.1. Improved Exhaust-Blast Drafting
  • 11.4.2. Fan Drafting
  • 11.5. Frames and Running Gear
  • 11.5.1. Counterbalancing
  • 11.5.2. Frames
  • 11.5.3. Trucks
  • 11.5.4. Tandem Side Rods
  • Chapter 12. Locomotive Construction, 1920-1930
  • 12.1. Passenger Locomotives
  • 12.1.1. The Last Ten-Wheelers
  • 12.1.2. Twilight of the Pacifics
  • 12.1.3. The Mountains Hold On
  • 12.1.4. The First Hudsons
  • 12.1.5. The 4-8-4: The Ultimate Multi-Purpose Locomotive
  • 12.2. Freight Locomotives
  • 12.2.1. Last of the Consolidations and Decapods
  • 12.2.2. End of the Line fertile Santa Fes
  • 12.2.3. The Union Pacific Type
  • 12.2.4. Mighty Mikados
  • 12.2.5. Superpower: The Berkshires
  • 12.2.6. Superpower: The Texas Type
  • 12.2.7. Coming of the Simple Mallets
  • 12.3. Switchers
  • Chapter 13. Traction Other Than Steam, 1920-1930
  • 13.1. Electric Traction
  • 13.2. Internal Combustion Traction
  • Part 5. Finest and Final, 1930-1950
  • Chapter 14. General Steam Locomotive Development, 1930-1950
  • Chapter 15. Locomotive Engineering, 1930-1950
  • 15.1. Fuels, Combustion, Firing and Fuel Economy
  • 15.1.1. Fuels
  • 15.1.2. Fireboxes and Combustion
  • 15.1.3. Power Stokers
  • 15.1.4. Fuel Economy
  • 15.2. Boilers and Steam Generation
  • 15.2.1. Boiler Pressures in Fire-Tube Boilers
  • 15.2.2. Water-Tube Boilers
  • 15.2.3. Boiler Maintenance and Water Quality
  • 15.2.4. Superheat
  • 15.2.5. Injectors and Feed Water Heaters
  • 15.2.6. Welded Boilers
  • 15.2.7. Boiler Explosions
  • 15.3. Steam Application, Valves and Valve Gear
  • 15.3.1. Reversing Gear
  • 15.3.2. Boosters
  • 15.3.3. Poppet Valves
  • 15.3.4. Steam-Turbine Locomotives
  • 15.3.5. Duplex Drive
  • 15.3.6. High-Pressure Reciprocating Engines
  • 15.4. Front Ends
  • 15.5. Frames and Running Gear
  • 15.5.1. Engine Beds
  • 15.5.2. Roller Bearings
  • 15.5.3. Disc Driving Wheels
  • 15.5.4. Tenders
  • 15.5.5. Counterbalancing and Effects on Track
  • 15.5.6. Streamlining and Decoration
  • Chapter 16. Locomotive Construction, 1930-1950
  • 16.1. Multi-Purpose 4-8-4s
  • 16.2. Passenger Locomotives
  • 16.2.1. Last of the Pacifies
  • 16.2.2. Triumph of the Hudsons
  • 16.2.3. The Last Mountains
  • 16.2.4. Oddities
  • 16.2.5. Duplex Drive Locomotives
  • 16.3. Freight Locomotives
  • 16.3.1. Eight-Coupled Locomotives
  • 16.3.2. Ten-Coupled Locomotives
  • 16.3.3. Mallets
  • 16.3. A Duplex Drive Locomotives
  • 16.4. Switchers
  • Chapter 17. Traction Other Than Steam, 1930-1950
  • 17.1. Internal Combustion Traction
  • 17.2. Gas-Turbine Locomotives
  • 17.3. Electric Traction
  • Conclusion
  • Appendix A. Thermodynamics and Dimensions
  • Appendix B. Railroad Gazette/Railroad Age Gazette/Railway Age Locomotive Type Articles
  • Appendix C. The Cole Ratios
  • Chapter Notes
  • Bibliography
  • Index
Review by Choice Review

Generously illustrated with black-and-white photographs from the Denver Public Library, California State Railroad Museum, and Railroad Museum of Pennsylvania, this volume investigates the American steam locomotive between 1895 and its demise in the 1950s. The longstanding trade journal published under various names--the Railroad Gazette (1856--1908), Railroad Age Gazette (1908--18), and Railway Age (1919--present)--provides a detailed framework for organizing the plethora of archival material available for these decades of the railroad industry. Compiled by a mining engineer, this volume combines technical detail with readability for a general audience. An initial section on the technical, political, and economic factors of the American railroad industry is followed by four chronological sections on locomotives (1895--1905, 1905--20, 1920--30, 1930--50). Each section examines locomotive engineering and construction, concluding with a brief mention of the alternative modes of traction that eventually superseded steam. Operating the gigantic, powerful, idiosyncratic steam locomotives required skill and elicited prideful attachment from those who did it. Meticulously documented, this work of both love and precision is an essential addition to transportation libraries and highly recommended for engineering and history of technology collections. Summing Up: Highly recommended. All readers. --Micheline Nilsen, Indiana University South Bend

Copyright American Library Association, used with permission.
Review by Booklist Review

Morrison held on to his childhood unabashed enthusiasm for steam locomotives, which flourished and became extinct in fifty years. Era by era (each roughly a decade), he traces their ascendancy and decline in the U.S. and, to a lesser extent, in Canada, from the 1890s to 1950. Engineering advances, fuels, design, finance, technical components, government regulation, economic conditions, wars, corporate competition, safety issues, and the expanding range and role of rail operations for transportation and freight contribute complexity to the behemoth machines the industry relied on. Morrison simplifies the issues in subsections devoted to particular locomotive models or common technologies (e.g., firebox and grate design, superheat, exhaust steam injectors); their strengths and limitations; and their role in the technology's evolution as electric and diesel receive increased attention, which challenged steam's power. Informative graphs illustrate trends and complement the copious, profusely footnoted and indexed text. All who share Morrison's passion will relish the many thoroughly captioned black-and-white photos and will pore over this history of steam locomotives.--James Rettig Copyright 2019 Booklist

From Booklist, Copyright (c) American Library Association. Used with permission.