locomotives

See also: INDEX BY SUBJECT AREA

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Abt, Roman

Adams, William Bridges

Allen, Horatio

Aspinall, Sir John Audley Frederick

Baldwin, Matthias William

Behr, Fritz Bernhard

Beyer, Charles Frederick

Blenkinsop, John

Bodmer, Johann Georg

Booth, Henry

Borsig, Johann Carl Friedrich August

Bousquet, Gaston du

Brassey, Thomas

Brennan, Louis

Brotan, Johann

Brown, Charles Eugene Lancelot

Brunel, Isambard Kingdom

Bulleid, Oliver Vaughan Snell

Bury, Edward

Caprotti, Arturo

Cardew, Philip

Chapelon, André

Churchward, George Jackson

Clegg, Samuel

Cooper, Peter

Crampton, Thomas Russell

Cubitt, William

Curr, John

Daft, Leo

Davidson, Robert

Doane, Thomas

Engerth, Wilhelm

England, George

Ericsson, John

Fairlie, Robert Francis

Forrester, George

Fox, Sir Charles

Garratt, Herbert William

Gooch, Sir Daniel

Gregory, Sir Charles Hutton

Gresley, Sir Herbert Nigel

Hackworth, Timothy

Hamilton, Harold Lee

Hedley, William

Inoue Masaru

Ivatt, Henry Alfred

Janney, Eli Hamilton

Jervis, John Bloomfield

Jessop, William

Johnson, Samuel Waite

Joy, David

Kirtley, Matthew

Knight, John Peake

Krauss, Georg

Laithwaite, Eric Roberts

Lartigue, Charles François Marie-Thérèse

Lenoir, Jean Joseph Etienne

Locke, Joseph

MacNeill, Sir John Benjamin

Mallet, Jules Théodore Anatole

Marsh, Sylvester

Murray, Matthew

Outram, Benjamin

Page, Charles Grafton

Palmer, Henry Robinson

Pihl, Carl Abraham

Pullman, George Mortimer

Ramsbottom, John

Rastrick, John Urpeth

Reynolds, Richard

Riggenbach, Niklaus

Samuda, Joseph d'Aguilar

Saxby, John

Shaw, Percy

Schmidt, Wilhelm

Seguin, Marc

Siemens, Dr Ernst Werner von

Spooner, Charles Easton

Sprague, Frank Julian

Stanier, Sir William Arthur

Stephenson, George

Stephenson, John

Stephenson, Robert

Stevens, John

Stevenson, Robert

Thompson, Benjamin

Train, George Francis

Trevithick, Richard

Turner, Richard

Tyer, Edward

Vauclain, Samuel Matthews

Vignoles, Charles Blacker

Volk, Magnus

Webb, Francis William

Westinghouse, George

Winans, Ross

Woods, Granville

Worsdell, Nathaniel

Worsdell, Thomas William

SUBJECT AREA: Land transport, Railways and locomotives

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Churchward was articled to the Locomotive Superintendent of the South Devon Railway in 1873, and when the South Devon was absorbed by the Great Western Railway in 1876 he moved to the latter's Swindon works. There he rose by successive promotions to become Works Manager in 1896, and in 1897 Chief Assistant to William Dean, who was Locomotive Carriage and Wagon Superintendent, in which capacity Churchward was allowed extensive freedom of action. Churchward eventually succeeded Dean in 1902: his title changed to Chief Mechanical Engineer in 1916.

In locomotive design, Churchward adopted the flat-topped firebox invented by A.J.Belpaire of the Belgian State Railways and added a tapered barrel to improve circulation of water between the barrel and the firebox legs. He designed valves with a longer stroke and a greater lap than usual, to achieve full opening to exhaust. Passenger-train weights had been increasing rapidly, and Churchward produced his first 4–6– 0 express locomotive in 1902. However, he was still developing the details—he had a flair for selecting good engineering practices—and to aid his development work Churchward installed at Swindon in 1904 a stationary testing plant for locomotives. This was the first of its kind in Britain and was based on the work of Professor W.F.M.Goss, who had installed the first such plant at Purdue University, USA, in 1891. For comparison with his own locomotives Churchward obtained from France three 4–4–2 compound locomotives of the type developed by A. de Glehn and G. du Bousquet. He decided against compounding, but he did perpetuate many of the details of the French locomotives, notably the divided drive between the first and second pairs of driving wheels, when he introduced his four-cylinder 4–6–0 (the Star class) in 1907. He built a lone 4–6–2, the Great Bear, in 1908: the wheel arrangement enabled it to have a wide firebox, but the type was not perpetuated because Welsh coal suited narrow grates and 4–6–0 locomotives were adequate for the traffic. After Churchward retired in 1921 his successor, C.B.Collett, was to enlarge the Star class into the Castle class and then the King class, both 4–6–0s, which lasted almost as long as steam locomotives survived in service. In Church ward's time, however, the Great Western Railway was the first in Britain to adopt six-coupled locomotives on a large scale for passenger trains in place of four-coupled locomotives. The 4–6–0 classes, however, were but the most celebrated of a whole range of standard locomotives of advanced design for all types of traffic and shared between them many standardized components, particularly boilers, cylinders and valve gear.

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See also: Gresley, Sir Herbert Nigel; Stanier, Sir William Arthur

SUBJECT AREA: Land transport, Railways and locomotives

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Bury was the earliest engineer to build locomotives distinctively different from those developed by Robert Stephenson yet successful in mainline passenger service. A Liverpool sawmill owner, he set up as a locomotive manufacturer while the Liverpool \& Manchester Railway was under construction and, after experiments, completed the four-wheeled locomotive Liverpool in 1831. It included features that were to be typical of his designs: a firebox in the form of a vertical cylinder with a dome-shaped top and the front flattened to receive the tubes, and inside frames built up from wrought-iron bars. In 1838 Bury was appointed to supply and maintain the locomotives for the London \& Birmingham Railway (L \& BR), then under construction by Robert Stephenson, on the grounds that the latter should not also provide its locomotives. For several years the L \& BR used Bury locomotives exclusively, and they were also used on several other early main lines. Following export to the USA, their bar frames became an enduring feature of locomotive design in that country. Bury claimed, with justification, that his locomotives were economical in maintenance and fuel: the shape of the firebox promoted rapid circulation of water. His locomotives were well built, but some of their features precluded enlargement of the design to produce more powerful locomotives and within a few years they were outclassed.

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SUBJECT AREA: Land transport, Railways and locomotives

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Mallet's family moved to Normandy while he was still a child. After working as a civil engineer, in 1867 he turned to machinery, particularly to compound steam engines. He designed the first true compound steam locomotives, which were built for the Bayonne- Biarritz Railway in 1876. They were 0–4–2 tank locomotives with one high-pressure and one low-pressure cylinder. A starting valve controlled by the driver admitted high-pressure steam to the low-pressure cylinder while the high-pressure cylinder exhausted to the atmosphere. At that time it was thought impracticable in a narrow-gauge locomotive to have more than three coupled axles in rigid frames. Mallet patented his system of articulation in 1884 and the first locomotives were built to that design in 1888: they were 0–4–4–0 tanks with two sets of frames. The two rear pairs of wheels carried the rear set of frames and were driven by two high-pressure cylinders; the two front pairs, which were driven by the high-pressure cylinders, carried a separate set of frames that was allowed sideplay, with a centre of rotation between the low-pressure cylinders. In contrast to the patent locomotive of Robert Fairlie, no flexible connections were required to carry steam at boiler pressure. The first Mallet articulated locomotives were small, built to 60 cm (23.6 in.) gauge: the first standard-gauge Mallets were built in 1890, for the St Gotthard Railway, and it was only after the type was adopted by American railways in 1904 that large Mallet locomotives were built, with sizes increasing rapidly to culminate in some of the largest steam locomotives ever produced. In the late 1880s Mallet also designed monorail locomotives, which were built for the system developed by C.F.M.-T. Lartigue.

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See also: Bousquet, Gaston du; Vauclain, Samuel Matthews; Webb, Francis William

SUBJECT AREA: Land transport, Railways and locomotives

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George Stephenson was the son of the fireman of the pumping engine at Wylam colliery, and horses drew wagons of coal along the wooden rails of the Wylam wagonway past the house in which he was born and spent his earliest childhood. While still a child he worked as a cowherd, but soon moved to working at coal pits. At 17 years of age he showed sufficient mechanical talent to be placed in charge of a new pumping engine, and had already achieved a job more responsible than that of his father. Despite his position he was still illiterate, although he subsequently learned to read and write. He was largely self-educated.

In 1801 he was appointed Brakesman of the winding engine at Black Callerton pit, with responsibility for lowering the miners safely to their work. Then, about two years later, he became Brakesman of a new winding engine erected by Robert Hawthorn at Willington Quay on the Tyne. Returning collier brigs discharged ballast into wagons and the engine drew the wagons up an inclined plane to the top of "Ballast Hill" for their contents to be tipped; this was one of the earliest applications of steam power to transport, other than experimentally.

In 1804 Stephenson moved to West Moor pit, Killingworth, again as Brakesman. In 1811 he demonstrated his mechanical skill by successfully modifying a new and unsatisfactory atmospheric engine, a task that had defeated the efforts of others, to enable it to pump a drowned pit clear of water. The following year he was appointed Enginewright at Killingworth, in charge of the machinery in all the collieries of the "Grand Allies", the prominent coal-owning families of Wortley, Liddell and Bowes, with authorization also to work for others. He built many stationary engines and he closely examined locomotives of John Blenkinsop's type on the Kenton \& Coxlodge wagonway, as well as those of William Hedley at Wylam.

It was in 1813 that Sir Thomas Liddell requested George Stephenson to build a steam locomotive for the Killingworth wagonway: Blucher made its first trial run on 25 July 1814 and was based on Blenkinsop's locomotives, although it lacked their rack-and-pinion drive. George Stephenson is credited with building the first locomotive both to run on edge rails and be driven by adhesion, an arrangement that has been the conventional one ever since. Yet Blucher was far from perfect and over the next few years, while other engineers ignored the steam locomotive, Stephenson built a succession of them, each an improvement on the last.

During this period many lives were lost in coalmines from explosions of gas ignited by miners' lamps. By observation and experiment (sometimes at great personal risk) Stephenson invented a satisfactory safety lamp, working independently of the noted scientist Sir Humphry Davy who also invented such a lamp around the same time.

In 1817 George Stephenson designed his first locomotive for an outside customer, the Kilmarnock \& Troon Railway, and in 1819 he laid out the Hetton Colliery Railway in County Durham, for which his brother Robert was Resident Engineer. This was the first railway to be worked entirely without animal traction: it used inclined planes with stationary engines, self-acting inclined planes powered by gravity, and locomotives.

On 19 April 1821 Stephenson was introduced to Edward Pease, one of the main promoters of the Stockton \& Darlington Railway (S \& DR), which by coincidence received its Act of Parliament the same day. George Stephenson carried out a further survey, to improve the proposed line, and in this he was assisted by his 18-year-old son, Robert Stephenson, whom he had ensured received the theoretical education which he himself lacked. It is doubtful whether either could have succeeded without the other; together they were to make the steam railway practicable.

At George Stephenson's instance, much of the S \& DR was laid with wrought-iron rails recently developed by John Birkinshaw at Bedlington Ironworks, Morpeth. These were longer than cast-iron rails and were not brittle: they made a track well suited for locomotives. In June 1823 George and Robert Stephenson, with other partners, founded a firm in Newcastle upon Tyne to build locomotives and rolling stock and to do general engineering work: after its Managing Partner, the firm was called Robert Stephenson \& Co.

In 1824 the promoters of the Liverpool \& Manchester Railway (L \& MR) invited George Stephenson to resurvey their proposed line in order to reduce opposition to it. William James, a wealthy land agent who had become a visionary protagonist of a national railway network and had seen Stephenson's locomotives at Killingworth, had promoted the L \& MR with some merchants of Liverpool and had carried out the first survey; however, he overreached himself in business and, shortly after the invitation to Stephenson, became bankrupt. In his own survey, however, George Stephenson lacked the assistance of his son Robert, who had left for South America, and he delegated much of the detailed work to incompetent assistants. During a devastating Parliamentary examination in the spring of 1825, much of his survey was shown to be seriously inaccurate and the L \& MR's application for an Act of Parliament was refused. The railway's promoters discharged Stephenson and had their line surveyed yet again, by C.B. Vignoles.

The Stockton \& Darlington Railway was, however, triumphantly opened in the presence of vast crowds in September 1825, with Stephenson himself driving the locomotive Locomotion, which had been built at Robert Stephenson \& Co.'s Newcastle works. Once the railway was at work, horse-drawn and gravity-powered traffic shared the line with locomotives: in 1828 Stephenson invented the horse dandy, a wagon at the back of a train in which a horse could travel over the gravity-operated stretches, instead of trotting behind.

Meanwhile, in May 1826, the Liverpool \& Manchester Railway had successfully obtained its Act of Parliament. Stephenson was appointed Engineer in June, and since he and Vignoles proved incompatible the latter left early in 1827. The railway was built by Stephenson and his staff, using direct labour. A considerable controversy arose c. 1828 over the motive power to be used: the traffic anticipated was too great for horses, but the performance of the reciprocal system of cable haulage developed by Benjamin Thompson appeared in many respects superior to that of contemporary locomotives. The company instituted a prize competition for a better locomotive and the Rainhill Trials were held in October 1829.

Robert Stephenson had been working on improved locomotive designs since his return from America in 1827, but it was the L \& MR's Treasurer, Henry Booth, who suggested the multi-tubular boiler to George Stephenson. This was incorporated into a locomotive built by Robert Stephenson for the trials: Rocket was entered by the three men in partnership. The other principal entrants were Novelty, entered by John Braithwaite and John Ericsson, and Sans Pareil, entered by Timothy Hackworth, but only Rocket, driven by George Stephenson, met all the organizers' demands; indeed, it far surpassed them and demonstrated the practicability of the long-distance steam railway. With the opening of the Liverpool \& Manchester Railway in 1830, the age of railways began.

Stephenson was active in many aspects. He advised on the construction of the Belgian State Railway, of which the Brussels-Malines section, opened in 1835, was the first all-steam railway on the European continent. In England, proposals to link the L \& MR with the Midlands had culminated in an Act of Parliament for the Grand Junction Railway in 1833: this was to run from Warrington, which was already linked to the L \& MR, to Birmingham. George Stephenson had been in charge of the surveys, and for the railway's construction he and J.U. Rastrick were initially Principal Engineers, with Stephenson's former pupil Joseph Locke under them; by 1835 both Stephenson and Rastrick had withdrawn and Locke was Engineer-in-Chief. Stephenson remained much in demand elsewhere: he was particularly associated with the construction of the North Midland Railway (Derby to Leeds) and related lines. He was active in many other places and carried out, for instance, preliminary surveys for the Chester \& Holyhead and Newcastle \& Berwick Railways, which were important links in the lines of communication between London and, respectively, Dublin and Edinburgh.

He eventually retired to Tapton House, Chesterfield, overlooking the North Midland. A man who was self-made (with great success) against colossal odds, he was ever reluctant, regrettably, to give others their due credit, although in retirement, immensely wealthy and full of honour, he was still able to mingle with people of all ranks.

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SUBJECT AREA: Land transport, Railways and locomotives

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Fairlie worked on railways in Ireland and India, and established himself as a consulting engineer in London by the early 1860s. In 1864 he patented his design of locomotive: it was to be carried on two bogies and had a double boiler, the barrels extending in each direction from a central firebox. From smokeboxes at the outer ends, return tubes led to a single central chimney. At that time in British practice, locomotives of ever-increasing size were being carried on longer and longer rigid wheelbases, but often only one or two of their three or four pairs of wheels were powered. Bogies were little used and then only for carrying-wheels rather than driving-wheels: since their pivots were given no sideplay, they were of little value. Fairlie's design offered a powerful locomotive with a wheelbase which though long would be flexible; it would ride well and have all wheels driven and available for adhesion.

The first five double Fairlie locomotives were built by James Cross \& Co. of St Helens during 1865–7. None was particularly successful: the single central chimney of the original design had been replaced by two chimneys, one at each end of the locomotive, but the single central firebox was retained, so that exhaust up one chimney tended to draw cold air down the other. In 1870 the next double Fairlie, Little Wonder, was built for the Festiniog Railway, on which C.E. Spooner was pioneering steam trains of very narrow gauge. The order had gone to George England, but the locomotive was completed by his successor in business, the Fairlie Engine \& Steam Carriage Company, in which Fairlie and George England's son were the principal partners. Little Wonder was given two inner fireboxes separated by a water space and proved outstandingly successful. The spectacle of this locomotive hauling immensely long trains up grade, through the Festiniog Railway's sinuous curves, was demonstrated before engineers from many parts of the world and had lasting effect. Fairlie himself became a great protagonist of narrow-gauge railways and influenced their construction in many countries.

Towards the end of the 1860s, Fairlie was designing steam carriages or, as they would now be called, railcars, but only one was built before the death of George England Jr precipitated closure of the works in 1870. Fairlie's business became a design agency and his patent locomotives were built in large numbers under licence by many noted locomotive builders, for narrow, standard and broad gauges. Few operated in Britain, but many did in other lands; they were particularly successful in Mexico and Russia.

Many Fairlie locomotives were fitted with the radial valve gear invented by Egide Walschaert; Fairlie's role in the universal adoption of this valve gear was instrumental, for he introduced it to Britain in 1877 and fitted it to locomotives for New Zealand, whence it eventually spread worldwide. Earlier, in 1869, the Great Southern \& Western Railway of Ireland had built in its works the first "single Fairlie", a 0–4–4 tank engine carried on two bogies but with only one of them powered. This type, too, became popular during the last part of the nineteenth century. In the USA it was built in quantity by William Mason of Mason Machine Works, Taunton, Massachusetts, in preference to the double-ended type.

Double Fairlies may still be seen in operation on the Festiniog Railway; some of Fairlie's ideas were far ahead of their time, and modern diesel and electric locomotives are of the powered-bogie, double-ended type.

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SUBJECT AREA: Land transport, Railways and locomotives

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Chapelon's technical education at the Ecole Centrale des Arts et Manufactures, Paris, was interrupted by extended military service during the First World War. From experience of observing artillery from the basket of a captive balloon, he developed a method of artillery fire control which was more accurate than that in use and which was adopted by the French army.

In 1925 he joined the motive-power and rolling-stock department of the Paris-Orléans Railway under Chief Mechanical Engineer Maurice Lacoin and was given the task of improving the performance of its main-line 4–6–2 locomotives, most of them compounds. He had already made an intensive study of steam locomotive design and in 1926 introduced his Kylchap exhaust system, based in part on the earlier work of the Finnish engineer Kyläla. Chapelon improved the entrainment of the hot gases in the smokebox by the exhaust steam and so minimized back pressure in the cylinders, increasing the power of a locomotive substantially. He also greatly increased the cross-sectional area of steam passages, used poppet valves instead of piston valves and increased superheating of steam. PO (Paris-Orléans) 4–6–2s rebuilt on these principles from 1929 onwards proved able to haul 800-ton trains, in place of the previous 500-ton trains, and to do so to accelerated schedules with reduced coal consumption. Commencing in 1932, some were converted, at the time of rebuilding, into 4–8–0s to increase adhesive weight for hauling heavy trains over the steeply graded Paris-Toulouse line.

Chapelon's principles were quickly adopted on other French railways and elsewhere.

H.N. Gresley was particularly influenced by them. After formation of the French National Railways (SNCF) in 1938, Chapelon produced in 1941 a prototype rebuilt PO 2–10–0 freight locomotive as a six-cylinder compound, with four low-pressure cylinders to maximize expansive use of steam and with all cylinders steam-jacketed to minimize heat loss by condensation and radiation. War conditions delayed extended testing until 1948–52. Meanwhile Chapelon had, by rebuilding, produced in 1946 a high-powered, three-cylinder, compound 4–8–4 intended as a stage in development of a proposed range of powerful and thermally efficient steam locomotives for the postwar SNCF: a high-speed 4–6–4 in this range was to run at sustained speeds of 125 mph (200 km/h). However, plans for improved steam locomotives were then overtaken in France by electriflcation and dieselization, though the performance of the 4–8–4, which produced 4,000 hp (3,000 kW) at the drawbar for the first time in Europe, prompted modification of electric locomotives, already on order, to increase their power.

Chapelon retired from the SNCF in 1953, but continued to act as a consultant. His principles were incorporated into steam locomotives built in France for export to South America, and even after the energy crisis of 1973 he was consulted on projects to build improved, high-powered steam locomotives for countries with reserves of cheap coal. The eventual fall in oil prices brought these to an end.

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SUBJECT AREA: Land transport, Railways and locomotives

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After apprenticeship at the North London Railway's locomotive works, Garratt had a varied career which included responsibility for the locomotive departments of several British-owned railways overseas. This gave him an insight into the problems of such lines: locomotives, which were often inadequate, had to be operated over lines with weak bridges, sharp curves and steep gradients. To overcome these problems, he designed an articulated locomotive in which the boiler, mounted on a girder frame, was sus pended between two power bogies. This enabled a wide firebox and large-diameter boiler barrel to be combined with large driving-wheels and good visibility. Coal and water containers were mounted directly upon the bogies to keep them steady. The locomotive was inherently stable on curves because the central line of the boiler between its pivots lay within the curve of the centre line of the track. Garratt applied for a patent for his locomotive in 1907 and manufacture was taken up by Beyer, Peacock \& Co. under licence: the type became known as the Beyer-Garratt. The earliest Beyer-Garratt locomotives were small, but subsequent examples were larger. Sadly, only twenty-six locomotives of the type had been built or were under construction when Garratt died in 1913. Subsequent classes came to include some of the largest and most powerful steam locomotives: they were widely used and particularly successful in Central and Southern Africa, where examples continue to give good service in the 1990s.

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See also: Beyer, Charles Frederick

SUBJECT AREA: Land transport, Railways and locomotives

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George Forrester \& Co. built locomotives at the Vauxhall Foundry, Liverpool, between 1834 and c.1847. The first locomotives built by them, in 1834, were three for the Dublin \& Kingstown Railway and one for the Liverpool \& Manchester Railway; they were the first locomotives to have outside horizontal cylinders and the first to have four fixed eccentrics to operate the valves, in place of two loose eccentrics. Two locomotives built by Forrester in 1835 for the Dublin \& Kingstown Railway were the first tank locomotives to run regularly on a public railway, and two more supplied in 1836 to the London \& Greenwich Railway were the first such locomotives in England. Little appears to be known about Forrester himself. In the 1841 census his profession is shown as "civil engineer, residence 1 Lord Nelson Street". Directories for Liverpool, contemporary with Forrester \& Co.'s locomotive building period, describe the firm variously as engineers, iron founders and boilermakers, located at (successively) 234,224 and 40 Vauxhall Road. Works Manager until 1840 was Alexander Allan, who subsequently used the experience he had gained with Forrester in the design of his "Crewe Type" outside-cylinder locomotive, which became widely used.

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SUBJECT AREA: Land transport, Railways and locomotives

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Hackworth trained under his father, who was Foreman Blacksmith at Wylam colliery, and succeeded him upon his death in 1807. Between 1812 and 1816 he helped to build and maintain the Wylam locomotives under William Hedley. He then moved to Walbottle colliery, but during 1824 he took temporary charge of Robert Stephenson \& Co.'s works while George Stephenson was surveying the Liverpool \& Manchester Railway and Robert Stephenson was away in South America. In May 1825 Hackworth was appointed to the Stockton \& Darlington Railway (S \& DR) "to have superintendence of the permanent (i.e. stationary) and locomotive engines". He established the workshops at Shildon, and when the railway opened in September he became in effect the first locomotive superintendent of a railway company. From experience of operating Robert Stephenson \& Co.'s locomotives he was able to make many detail improvements, notably spring safety valves. In 1827 he designed and built the locomotive Royal George, with six wheels coupled and inverted vertical cylinders driving the rear pair. From the pistons, drive was direct by way of piston rods and connecting rods to crankpins on the wheels, the first instance of the use of this layout on a locomotive. Royal George was the most powerful and satisfactory locomotive on the S \& DR to date and was the forerunner of Hackworth's type of heavy-goods locomotive, which was built until the mid-1840s.

For the Rainhill Trials in 1829 Hackworth built and entered the locomotive Sans Pareil, which was subsequently used on the Bol ton \& Leigh Railway and is now in the Science Museum, London. A working replica was built for the 150th anniversary of the Liverpool \& Manchester Railway in 1980. In 1833 a further agreement with the S \& DR enabled Hackworth, while remaining in charge of their locomotives, to set up a locomotive and engineering works on his own account. Its products eventually included locomotives for the London, Brighton \& South Coast and York, Newcastle \& Berwick Railways, as well as some of the earliest locomotives exported to Russia and Canada. Hackworth's son, John Wesley Hackworth, was also an engineer and invented the radial valve gear for steam engines that bears his name.

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SUBJECT AREA: Land transport, Railways and locomotives, Steam and internal combustion engines

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Orphaned as a child, Hamilton went to work for Southern Pacific Railroad in his teens, and then worked for several other companies. In his spare time he learned mathematics and physics from a retired professor. In 1911 he joined the White Motor Company, makers of road motor vehicles in Denver, Colorado, where he had gone to recuperate from malaria. He remained there until 1922, apart from an eighteenth-month break for war service.

Upon his return from war service, Hamilton found White selling petrol-engined railbuses with mechanical transmission, based on road vehicles, to railways. He noted that they were not robust enough and that the success of petrol railcars with electric transmission, built by General Electric since 1906, was limited as they were complex to drive and maintain. In 1922 Hamilton formed, and became President of, the Electro- Motive Engineering Corporation (later Electro-Motive Corporation) to design and produce petrol-electric rail cars. Needing an engine larger than those used in road vehicles, yet lighter and faster than marine engines, he approached the Win ton Engine Company to develop a suitable engine; in addition, General Electric provided electric transmission with a simplified control system. Using these components, Hamilton arranged for his petrol-electric railcars to be built by the St Louis Car Company, with the first being completed in 1924. It was the beginning of a highly successful series. Fuel costs were lower than for steam trains and initial costs were kept down by using standardized vehicles instead of designing for individual railways. Maintenance costs were minimized because Electro-Motive kept stocks of spare parts and supplied replacement units when necessary. As more powerful, 800 hp (600 kW) railcars were produced, railways tended to use them to haul trailer vehicles, although that practice reduced the fuel saving. By the end of the decade Electro-Motive needed engines more powerful still and therefore had to use cheap fuel. Diesel engines of the period, such as those that Winton had made for some years, were too heavy in relation to their power, and too slow and sluggish for rail use. Their fuel-injection system was erratic and insufficiently robust and Hamilton concluded that a separate injector was needed for each cylinder.

In 1930 Electro-Motive Corporation and Winton were acquired by General Motors in pursuance of their aim to develop a diesel engine suitable for rail traction, with the use of unit fuel injectors; Hamilton retained his position as President. At this time, industrial depression had combined with road and air competition to undermine railway-passenger business, and Ralph Budd, President of the Chicago, Burlington \& Quincy Railroad, thought that traffic could be recovered by way of high-speed, luxury motor trains; hence the Pioneer Zephyr was built for the Burlington. This comprised a 600 hp (450 kW), lightweight, two-stroke, diesel engine developed by General Motors (model 201 A), with electric transmission, that powered a streamlined train of three articulated coaches. This train demonstrated its powers on 26 May 1934 by running non-stop from Denver to Chicago, a distance of 1,015 miles (1,635 km), in 13 hours and 6 minutes, when the fastest steam schedule was 26 hours. Hamilton and Budd were among those on board the train, and it ushered in an era of high-speed diesel trains in the USA. By then Hamilton, with General Motors backing, was planning to use the lightweight engine to power diesel-electric locomotives. Their layout was derived not from steam locomotives, but from the standard American boxcar. The power plant was mounted within the body and powered the bogies, and driver's cabs were at each end. Two 900 hp (670 kW) engines were mounted in a single car to become an 1,800 hp (l,340 kW) locomotive, which could be operated in multiple by a single driver to form a 3,600 hp (2,680 kW) locomotive. To keep costs down, standard locomotives could be mass-produced rather than needing individual designs for each railway, as with steam locomotives. Two units of this type were completed in 1935 and sent on trial throughout much of the USA. They were able to match steam locomotive performance, with considerable economies: fuel costs alone were halved and there was much less wear on the track. In the same year, Electro-Motive began manufacturing diesel-electrie locomotives at La Grange, Illinois, with design modifications: the driver was placed high up above a projecting nose, which improved visibility and provided protection in the event of collision on unguarded level crossings; six-wheeled bogies were introduced, to reduce axle loading and improve stability. The first production passenger locomotives emerged from La Grange in 1937, and by early 1939 seventy units were in service. Meanwhile, improved engines had been developed and were being made at La Grange, and late in 1939 a prototype, four-unit, 5,400 hp (4,000 kW) diesel-electric locomotive for freight trains was produced and sent out on test from coast to coast; production versions appeared late in 1940. After an interval from 1941 to 1943, when Electro-Motive produced diesel engines for military and naval use, locomotive production resumed in quantity in 1944, and within a few years diesel power replaced steam on most railways in the USA.

Hal Hamilton remained President of Electro-Motive Corporation until 1942, when it became a division of General Motors, of which he became Vice-President.

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SUBJECT AREA: Land transport, Mining and extraction technology, Railways and locomotives

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The Wylam wagonway passed Newburn, and Hedley, who went to school at Wylam, must have been familiar with this wagonway from childhood. It had been built c.1748 to carry coal from Wylam Colliery to the navigable limit of the Tyne at Lemington. In 1805 Hedley was appointed viewer, or manager, of Wylam Colliery by Christopher Blackett, who had inherited the colliery and wagonway in 1800. Unlike most Tyneside wagonways, the gradient of the Wylam line was insufficient for loaded wagons to run down by gravity and they had to be hauled by horses. Blackett had a locomotive, of the type designed by Richard Trevithick, built at Gateshead as early as 1804 but did not take delivery, probably because his wooden track was not strong enough. In 1808 Blackett and Hedley relaid the wagonway with plate rails of the type promoted by Benjamin Outram, and in 1812, following successful introduction of locomotives at Middleton by John Blenkinsop, Blackett asked Hedley to investigate the feasibility of locomotives at Wylam. The expense of re-laying with rack rails was unwelcome, and Hedley experimented to find out the relationship between the weight of a locomotive and the load it could move relying on its adhesion weight alone. He used first a model test carriage, which survives at the Science Museum, London, and then used a full-sized test carriage laden with weights in varying quantities and propelled by men turning handles. Having apparently satisfied himself on this point, he had a locomotive incorporating the frames and wheels of the test carriage built. The work was done at Wylam by Thomas Waters, who was familiar with the 1804 locomotive, Timothy Hackworth, foreman smith, and Jonathan Forster, enginewright. This locomotive, with cast-iron boiler and single cylinder, was unsatisfactory: Hackworth and Forster then built another locomotive to Hedley's design, with a wrought-iron return-tube boiler, two vertical external cylinders and drive via overhead beams through pinions to the two axles. This locomotive probably came into use in the spring of 1814: it performed well and further examples of the type were built. Their axle loading, however, was too great for the track and from about 1815 each locomotive was mounted on two four-wheeled bogies, the bogie having recently been invented by William Chapman. Hedley eventually left Wylam in 1827 to devote himself to other colliery interests. He supported the construction of the Clarence Railway, opened in 1833, and sent his coal over it in trains hauled by his own locomotives. Two of his Wylam locomotives survive— Puffing Billy at the Science Museum, London, and Wylam Dilly at the Royal Museum of Scotland, Edinburgh—though how much of these is original and how much dates from the period 1827–32, when the Wylam line was re-laid with edge rails and the locomotives reverted to four wheels (with flanges), is a matter of mild controversy.

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See also: Stephenson, George

SUBJECT AREA: Land transport, Mining and extraction technology, Railways and locomotives

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In 1808 Blenkinsop became agent to J.C.Brandling, MP, owner of Middleton Colliery, from which coal was carried to Leeds over the Middle-ton Waggonway. This had been built by Brandling's ancestor Charles Brandling, who in 1758 obtained an Act of Parliament to establish agreements with owners of land over which the wagon way was to pass. That was the first railway Act of Parliament.

By 1808 horse haulage was becoming uneconomic because the price of fodder had increased due to the Napoleonic wars. Brandling probably saw the locomotive Catch-Me- Who-Can demonstrated by Richard Trevithick. In 1811 Blenkinsop patented drive by cog-wheel and rack rail, the power to be provided preferably by a steam engine. His object was to produce a locomotive able to haul a substantial load, while remaining light enough to minimize damage to rails made from cast iron which, though brittle, was at that date the strongest material from which rails could be made. The wagonway, formerly of wood, was relaid with iron-edge rails; along one side rails cast with rack teeth were laid beside the running surface. Locomotives incorporating Blenkinsop's cog-wheel drive were designed by Matthew Murray and built by Fenton Murray \& Wood. The design was developed from Trevithick's to include two cylinders, for easier starting and smoother running. The first locomotive was given its first public trial on 24 June 1812, when it successfully hauled eight wagons of coal, on to which fifty spectators climbed. Locomotives of this type entered regular service later in the summer and proved able to haul loads of 110 tons; Trevithick's locomotive of 1804 had managed 25 tons.

Blenkinsop-type locomotives were introduced elsewhere in Britain and in Europe, and those upon the Kenton \& Coxlodge Wagonway, near Newcastle upon Tyne, were observed by George Stephenson. The Middleton locomotives remained at work until 1835.

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SUBJECT AREA: Land transport, Railways and locomotives, Steam and internal combustion engines

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Caprotti graduated as a mechanical engineer at Turin Royal Polytechnic College and spent some years in the motor car industry. After researching the application of poppet valves to railway locomotives, he invented his rotary cam valve gear for poppet valves in 1915. Compared with usual slide and piston valves and valve gears, it offered independent timing of inlet and exhaust valves and a saving in weight. Valve gear to Caprotti's design was first fitted in 1920 to a 2−6−0 locomotive of the Italian State Railways, and was subsequently widely used there and elsewhere. Caprotti valve gear was first applied in Britain in 1926 to a Claughton class 4−6−0 of the London, Midland \& Scottish Railway, resulting in substantial fuel savings compared with a similar locomotive fitted with Walschaert's valve gear and piston valves. Others of the class were then fitted similarly. Caprotti valve gear never came into general use in Britain and its final application was in 1954 to British Railways class 8 4−6−2 no. 71000; this was intended as the prototype of a class of standard locomotives for express trains, but the class was never built, because diesel and electric locomotives took their place. Some components survived scrapping, and a reconstruction of the locomotive is in working order.

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SUBJECT AREA: Land transport, Railways and locomotives

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England trained with John Penn \& Sons, marine engine and boilermakers, and set up his own business at Hatcham Iron Works, South London, in about 1840. This was initially a general engineering business and made traversing screw jacks, which England had patented, but by 1850 it was building locomotives. One of these, Little England, a 2–2– 2T light locomotive owing much to the ideas of W.Bridges Adams, was exhibited at the Great Exhibition of 1851, and England then prospered, supplying many railways at home and abroad with small locomotives. In 1863 he built two exceptionally small 0–4–0 tank locomotives for the Festiniog Railway, which enabled the latter's Manager and Engineer C.E. Spooner to introduce steam traction on this line with its gauge of just under 2 ft (60 cm). England's works had a reputation for good workmanship, suggesting he inspired loyalty among his employees, yet he also displayed increasingly tyrannical behaviour towards them: the culmination was a disastrous strike in 1865 that resulted in the loss of a substantial order from the South Eastern Railway. From 1866 George England became associated with development of locomotives to the patent of Robert Fairlie, but in 1869 he retired due to ill health and leased his works to a partnership of his son (also called George England), Robert Fairlie and J.S.Fraser under the title of the Fairlie Engine \& Steam Carriage Company. However, George England junior died within a few months, locomotive production ceased in 1870 and the works was sold off two years later.

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