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Railways and locomotives

  • 1 Railways and locomotives

    [br]
    Hamilton, Harold Lee

    Biographical history of technology > Railways and locomotives

  • 2 Fairlie, Robert Francis

    [br]
    b. March 1831 Scotland
    d. 31 July 1885 Clapham, London, England
    [br]
    British engineer, designer of the double-bogie locomotive, advocate of narrow-gauge railways.
    [br]
    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 None was particularly successful: the single central chimney of the original design had been replaced by two chimneys, one at each end of the locomotive, but the single central firebox was retained, so that exhaust up one chimney tended to draw cold air down the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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    Bibliography
    1864, British patent no. 1,210 (Fairlie's master patent).
    1864, Locomotive Engines, What They Are and What They Ought to Be, London; reprinted 1969, Portmadoc: Festiniog Railway Co. (promoting his ideas for locomotives).
    1865, British patent no. 3,185 (single Fairlie).
    1867. British patent no. 3,221 (combined locomotive/carriage).
    1868. "Railways and their Management", Journal of the Society of Arts: 328. 1871. "On the Gauge for Railways of the Future", abstract in Report of the Fortieth
    Meeting of the British Association in 1870: 215. 1872. British patent no. 2,387 (taper boiler).
    1872, Railways or No Railways. "Narrow Gauge, Economy with Efficiency; or Broad Gauge, Costliness with Extravagance", London: Effingham Wilson; repr. 1990s Canton, Ohio: Railhead Publications (promoting the cause for narrow-gauge railways).
    Further Reading
    Fairlie and his patent locomotives are well described in: P.C.Dewhurst, 1962, "The Fairlie locomotive", Part 1, Transactions of the Newcomen Society 34; 1966, Part 2, Transactions 39.
    R.A.S.Abbott, 1970, The Fairlie Locomotive, Newton Abbot: David \& Charles.
    PJGR

    Biographical history of technology > Fairlie, Robert Francis

  • 3 Spooner, Charles Easton

    [br]
    b. 1818 Maentwrog, Merioneth (now Gwynedd), Wales
    d. 18 November 1889 Portmadoc (now Porthmadog), Wales
    [br]
    English engineer, pioneer of narrow-gauge steam railways.
    [br]
    At the age of 16 Charles Spooner helped his father, James, to build the Festiniog Railway, a horse-and-gravity tramroad; they maintained an even gradient and kept costs down by following a sinuous course along Welsh mountainsides and using a very narrow gauge. This was probably originally 2 ft 1 in. (63.5 cm) from rail centre to rail centre; with the introduction of heavier, and therefore wider, rails the gauge between them was reduced and was eventually standardized at 1 ft 11 1/2 in (60 cm). After James Spooner's death in 1856 Charles Spooner became Manager and Engineer of the Festiniog Railway and sought to introduce steam locomotives. Widening the gauge was impracticable, but there was no precedent for operating a public railway of such narrow gauge by steam. Much of the design work for locomotives for the Festiniog Railway was the responsibility of C.M.Holland, and many possible types were considered: eventually, in 1863, two very small 0–4–0 tank locomotives, with tenders for coal, were built by George England.
    These locomotives were successful, after initial problems had been overcome, and a passenger train service was introduced in 1865 with equal success. The potential for economical operation offered by such a railway attracted widespread attention, the more so because it had been effectively illegal to build new passenger railways in Britain to other than standard gauge since the Gauge of Railways Act of 1846.
    Spooner progressively improved the track, alignment, signalling and rolling stock of the Festiniog Railway and developed it from a tramroad to a miniaturized main line. Increasing traffic led to the introduction in 1869 of the 0–4–4–0 double-Fairlie locomotive Little Wonder, built to the patent of Robert Fairlie. This proved more powerful than two 0–4–0s and impressive demonstrations were given to engineers from many parts of the world, leading to the widespread adoption of narrow-gauge railways. Spooner himself favoured a gauge of 2 ft 6 in. (76 cm) or 2 ft 9 in. (84 cm). Comparison of the economy of narrow gauges with the inconvenience of a break of gauge at junctions with wider gauges did, however, become a continuing controversy, which limited the adoption of narrow gauges in Britain.
    Bogie coaches had long been used in North America but were introduced to Britain by Spooner in 1872, when he had two such coaches built for the Festiniog Railway. Both of these and one of its original locomotives, though much rebuilt, remain in service.
    Spooner, despite some serious illnesses, remained Manager of the Festiniog Railway until his death.
    [br]
    Bibliography
    1869, jointly with G.A.Huddart, British patent no. 1,487 (improved fishplates). 1869, British patent no. 2,896 (rail-bending machinery).
    1871, Narrow Gauge Railways, E. \& F.N.Spon (includes his description of the Festiniog Railway, reports of locomotive trials and his proposals for narrow-gauge railways).
    Further Reading
    J.I.C.Boyd, 1975, The Festiniog Railway, Blandford: Oakwood Press; C.E.Lee, 1945, Narrow-Gauge Railways in North Wales, The Railway Publishing Co. (both give good descriptions of Spooner and the Festiniog Railway).
    C.Hamilton Ellis, 1965, Railway Carriages in the British Isles, London: George Allen \& Unwin, pp. 181–3. Pihl, Carl Abraham.
    PJGR

    Biographical history of technology > Spooner, Charles Easton

  • 4 Stephenson, George

    [br]
    b. 9 June 1781 Wylam, Northumberland, England
    d. 12 August 1848 Tapton House, Chesterfield, England
    [br]
    English engineer, "the father of railways".
    [br]
    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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    Principal Honours and Distinctions
    President, Institution of Mechanical Engineers, on its formation in 1847. Order of Leopold (Belgium) 1835. Stephenson refused both a knighthood and Fellowship of the Royal Society.
    Bibliography
    1815, jointly with Ralph Dodd, British patent no. 3,887 (locomotive drive by connecting rods directly to the wheels).
    1817, jointly with William Losh, British patent no. 4,067 (steam springs for locomotives, and improvements to track).
    Further Reading
    L.T.C.Rolt, 1960, George and Robert Stephenson, Longman (the best modern biography; includes a bibliography).
    S.Smiles, 1874, The Lives of George and Robert Stephenson, rev. edn, London (although sycophantic, this is probably the best nineteenthcentury biography).
    PJGR

    Biographical history of technology > Stephenson, George

  • 5 Hamilton, Harold Lee (Hal)

    [br]
    b. 14 June 1890 Little Shasta, California, USA
    d. 3 May 1969 California, USA
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    American pioneer of diesel rail traction.
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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.
    [br]
    Further Reading
    P.M.Reck, 1948, On Time: The History of the Electro-Motive Division of General Motors Corporation, La Grange, Ill.: General Motors (describes Hamilton's career).
    PJGR

    Biographical history of technology > Hamilton, Harold Lee (Hal)

  • 6 Rastrick, John Urpeth

    [br]
    b. 26 January 1780 Morpeth, England
    d. 1 November 1856 Chertsey, England
    [br]
    English engineer whose career spanned the formative years of steam railways, from constructing some of the earliest locomotives to building great trunk lines.
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    John Urpeth Rastrick, son of an engineer, was initially articled to his father and then moved to Ketley Ironworks, Shropshire, c. 1801. In 1808 he entered into a partnership with John Hazledine at Bridgnorth, Shropshire: Hazledine and Rastrick built many steam engines to the designs of Richard Trevithick, including the demonstration locomotive Catch-Me-Who-Can. The firm also built iron bridges, notably the bridge over the River Wye at Chepstow in 1815–16.
    Between 1822 and 1826 the Stratford \& Moreton Railway was built under Rastrick's direction. Malleable iron rails were laid, in one of the first instances of their use. They were supplied by James Foster of Stourbridge, with whom Rastrick went into partnership after the death of Hazledine. In 1825 Rastrick was one of a team of engineers sent by the committee of the proposed Liverpool \& Manchester Railway (L \& MR) to carry out trials of locomotives built by George Stephenson on the Killingworth Waggonway. Early in 1829 the directors of the L \& MR, which was by then under construction, sent Rastrick and James Walker to inspect railways in North East England and report on the relative merits of steam locomotives and fixed engines with cable haulage. They reported, rather hesitantly, in favour of the latter, particularly the reciprocal system of Benjamin Thompson. In consequence the Rainhill Trials, at which Rastrick was one of the judges, were held that October. In 1829 Rastrick constructed the Shutt End colliery railway in Worcestershire, for which Foster and Rastrick built the locomotive Agenoria; this survives in the National Railway Museum. Three similar locomotives were built to the order of Horatio Allen for export to the USA.
    From then until he retired in 1847 Rastrick found ample employment surveying railways, appearing as a witness before Parliamentary committees, and supervising construction. Principally, he surveyed the southern part of the Grand Junction Railway, which was built for the most part by Joseph Locke, and the line from Manchester to Crewe which was eventually built as the Manchester \& Birmingham Railway. The London \& Brighton Railway (Croydon to Brighton) was his great achievement: built under Rastrick's supervision between 1836 and 1840, it included three long tunnels and the magnificent Ouse Viaduct. In 1845 he was Engineer to the Gravesend \& Rochester Railway, the track of which was laid through the Thames \& Medway Canal's Strood Tunnel, partly on the towpath and partly on a continuous staging over the water.
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    Principal Honours and Distinctions
    FRS 1837.
    Bibliography
    1829, with Walker, Report…on the Comparative Merits of Locomotive and Fixed Engines, Liverpool.
    Further Reading
    C.F.Dendy Marshall, 1953, A History of Railway Locomotives Down to the End of the Year 1831, The Locomotive Publishing Co.
    R.E.Carlson, 1969, The Liverpool \& Manchester Railway Project 1821–1831, Newton Abbot: David \& Charles.
    C.Hadfield and J.Norris, 1962, Waterways to Stratford, Newton Abbot: David \& Charles (covers Stratford and Moreton Railway).
    PJGR

    Biographical history of technology > Rastrick, John Urpeth

  • 7 Chapelon, André

    [br]
    b. 26 October 1892 Saint-Paul-en-Cornillon, Loire, France
    d. 29 June 1978 Paris, France
    [br]
    French locomotive engineer who developed high-performance steam locomotives.
    [br]
    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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    Bibliography
    1938, La Locomotive à vapeur, Paris: J.B.Bailière (a comprehensive summary of contemporary knowledge of every function of the locomotive).
    Further Reading
    H.C.B.Rogers, 1972, Chapelon, Genius of French Steam, Shepperton: Ian Allan.
    1986, "André Chapelon, locomotive engineer: a survey of his work", Transactions of the Newcomen Society 58 (a symposium on Chapelon's work).
    Obituary, 1978, Railway Engineer (September/October) (makes reference to the technical significance of Chapelon's work).
    PJGR

    Biographical history of technology > Chapelon, André

  • 8 Caprotti, Arturo

    [br]
    b. 22 March 1881 Cremona, Italy
    d. 9 February 1938 Milan, Italy
    [br]
    Italian engineer, inventor of Caprotti poppet valve gear for steam locomotives.
    [br]
    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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    Further Reading
    John Marshall, 1978, A Biographical Dictionary of Railway Engineers, Newton Abbot: David \& Charles.
    P.Ransome-Wallis (ed.), 1959, The Concise Encyclopaedia of World Railway Locomotives, London: Hutchinson (contains a note about Caprotti (p. 497) and a description of the valve gear (p. 301).
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    Biographical history of technology > Caprotti, Arturo

  • 9 Churchward, George Jackson

    [br]
    b. 31 January 1857 Stoke Gabriel, Devon, England
    d. 19 December 1933 Swindon, Wiltshire, England
    [br]
    English mechanical engineer who developed for the Great Western Railway a range of steam locomotives of the most advanced design of its time.
    [br]
    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.
    [br]
    Further Reading
    H.C.B.Rogers, 1975, G.J.Churchward. A Locomotive Biography, London: George Allen \& Unwin (a full-length account of Churchward and his locomotives, and their influence on subsequent locomotive development).
    C.Hamilton Ellis, 1958, Twenty Locomotive Men, Shepperton: Ian Allan, Ch. 20 (a good brief account).
    Sir William Stanier, 1955, "George Jackson Churchward", Transactions of the Newcomen
    Society 30 (a unique insight into Churchward and his work, from the informed viewpoint of his former subordinate who had risen to become Chief Mechanical Engineer of the London, Midland \& Scottish Railway).
    PJGR

    Biographical history of technology > Churchward, George Jackson

  • 10 Stanier, Sir William Arthur

    [br]
    b. 27 May 1876 Swindon, England
    d. 27 September 1965 London, England
    [br]
    English Chief Mechanical Engineer of the London Midland \& Scottish Railway, the locomotive stock of which he modernized most effectively.
    [br]
    Stanier's career started when he was Office Boy at the Great Western Railway's Swindon works. He was taken on as a pupil in 1892 and steady promotion elevated him to Works Manager in 1920, under Chief Mechanical Engineer George Churchward. In 1923 he became Principal Assistant to Churchward's successor, C.B.Collett. In 1932, at the age of 56 and after some forty years' service with the Great Western Railway (GWR), W.A.Stanier was appointed Chief Mechanical Engineer of the London Midland \& Scottish Railway (LMS). This, the largest British railway, had been formed by the amalgamation in 1923 of several long-established railways, including the London \& North Western and the Midland, that had strong and disparate traditions in locomotive design. A coherent and comprehensive policy had still to emerge; Stanier did, however, inherit a policy of reducing the number of types of locomotives, in the interest of economy, by the withdrawal and replacement of small classes, which had originated with constituent companies.
    Initially as replacements, Stanier brought in to the LMS a series of highly successful standard locomotives; this practice may be considered a development of that of G.J.Churchward on the GWR. Notably, these new locomotives included: the class 5, mixed-traffic 4–6–0; the 8F heavy-freight 2–8–0; and the "Duchess" 4–6–2 for express passenger trains. Stanier also built, in 1935, a steam-turbine-driven 4–6–2, which became the only steam-turbine locomotive in Britain to have an extended career in regular service, although the economies it provided were insufficient for more of the type to be built. From 1932–3 onwards, and initially as part of a programme to economize on shunting costs by producing a single-manned locomotive, the LMS started to develop diesel shunting locomotives. Stanier delegated much of the responsibility for these to C.E.Fairburn. From 1939 diesel-electric shunting locomotives were being built in quantity for the LMS: this was the first instance of adoption of diesel power on a large scale by a British main-line railway. In a remarkably short time, Stanier transformed LMS locomotive stock, formerly the most backward of the principal British railways, to the point at which it was second to none. He was seconded to the Government as Scientific Advisor to the Ministry of Production in 1942, and retired two years later.
    [br]
    Principal Honours and Distinctions
    Knighted 1943. FRS 1944. President, Institution of Mechanical Engineers 1941.
    Bibliography
    1955, "George Jackson Churchward", Transactions of the Newcomen Society 30 (Stanier provides a unique view of the life and work of his former chief).
    Further Reading
    O.S.Nock, 1964, Sir William Stanier, An Engineering Biography, Shepperton: Ian Allan (a full-length biography).
    John Bellwood and David Jenkinson, 1976, Oresley and Stanier. A Centenary Tribute, London: HMSO (a comparative account).
    C.Hamilton Ellis, 1970, London Midland \& Scottish, Shepperton: Ian Allan.
    PJGR

    Biographical history of technology > Stanier, Sir William Arthur

  • 11 Garratt, Herbert William

    [br]
    b. 8 June 1864 London, England
    d. 25 September 1913 Richmond, Surrey, England
    [br]
    English engineer, inventor of the Beyer-Garratt articulated locomotive.
    [br]
    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.
    [br]
    Bibliography
    H.W.Garratt took out nine British patents, of which the most important is: 1907, British patent no. 17,165, "Improvements in and Relating to Locomotive Engines".
    Further Reading
    R.L.Hills, 1979–80, "The origins of the Garratt locomotive", Transactions of the Newcomen Society 51:175 (a good description of Garratt's career and the construction of the earliest Beyer-Garratt locomotives).
    A.E.Durrant, 1981, Garratt Locomotives of the World, Newton Abbot: David \& Charles. L.Wiener, 1930, Articulated Locomotives, London: Constable \& Co.
    PJGR

    Biographical history of technology > Garratt, Herbert William

  • 12 Hackworth, Timothy

    [br]
    b. 22 December 1786 Wylam, Northumberland, England
    d. 7 July 1850 Shildon, Co. Durham, England
    [br]
    English engineer, pioneer in construction and operation of steam locomotives.
    [br]
    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.
    [br]
    Further Reading
    R.Young, 1975, Timothy Hackworth and the Locomotive, Shildon: Shildon "Stockton \& Darlington Railway" Silver Jubilee Committee; orig. pub. 1923, London (tends to emphasize Hackworth's achievements at the expense of other contemporary engineers).
    L.T.C.Rolt, 1960, George and Robert Stephenson, London: Longmans (describes much of Hackworth's work and is more objective).
    E.L.Ahrons, 1927, The British Steam Railway Locomotive 1825–1925, London: The Locomotive Publishing Co.
    PJGR

    Biographical history of technology > Hackworth, Timothy

  • 13 Hedley, William

    [br]
    b. 13 July 1779 Newburn, Northumberland, England
    d. 9 January 1843 Lanchester, Co. Durham, England
    [br]
    English coal-mine manager, pioneer in the construction and use of steam locomotives.
    [br]
    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.
    [br]
    Further Reading
    P.R.B.Brooks, 1980, William Hedley Locomotive Pioneer, Newcastle upon Tyne: Tyne \& Wear Industrial Monuments Trust (a good recent short biography of Hedley, with bibliography).
    R.Young, 1975, Timothy Hackworth and the Locomotive, Shildon: Shildon "Stockton \& Darlington Railway" Silver Jubilee Committee; orig. pub. 1923, London.
    C.R.Warn, 1976, Waggonways and Early Railways of Northumberland, Newcastle upon Tyne: Frank Graham.
    PJGR

    Biographical history of technology > Hedley, William

  • 14 Mallet, Jules Théodore Anatole

    [br]
    b. 1837 Geneva, Switzerland
    d. November 1919 Nice, France
    [br]
    Swiss engineer, inventor of the compound steam locomotive and the Mallet articulated locomotive.
    [br]
    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.
    [br]
    Bibliography
    1884, French patent no. 162,876 (articulated locomotive).
    Further Reading
    J.T.van Riemsdijk, 1970, "The compound locomotive, Part I", Transactions of the Newcomen Society 43 (describes Mallet's work on compounding).
    L.Wiener, 1930, Articulated Locomotives, London: Constable (describes his articulated locomotives).
    For the Mallet family, see Historisch-Biographisches Lexikon der Schweiz.
    PJGR

    Biographical history of technology > Mallet, Jules Théodore Anatole

  • 15 Stephenson, Robert

    [br]
    b. 16 October 1803 Willington Quay, Northumberland, England
    d. 12 October 1859 London, England
    [br]
    English engineer who built the locomotive Rocket and constructed many important early trunk railways.
    [br]
    Robert Stephenson's father was George Stephenson, who ensured that his son was educated to obtain the theoretical knowledge he lacked himself. In 1821 Robert Stephenson assisted his father in his survey of the Stockton \& Darlington Railway and in 1822 he assisted William James in the first survey of the Liverpool \& Manchester Railway. He then went to Edinburgh University for six months, and the following year Robert Stephenson \& Co. was named after him as Managing Partner when it was formed by himself, his father and others. The firm was to build stationary engines, locomotives and railway rolling stock; in its early years it also built paper-making machinery and did general engineering.
    In 1824, however, Robert Stephenson accepted, perhaps in reaction to an excess of parental control, an invitation by a group of London speculators called the Colombian Mining Association to lead an expedition to South America to use steam power to reopen gold and silver mines. He subsequently visited North America before returning to England in 1827 to rejoin his father as an equal and again take charge of Robert Stephenson \& Co. There he set about altering the design of steam locomotives to improve both their riding and their steam-generating capacity. Lancashire Witch, completed in July 1828, was the first locomotive mounted on steel springs and had twin furnace tubes through the boiler to produce a large heating surface. Later that year Robert Stephenson \& Co. supplied the Stockton \& Darlington Railway with a wagon, mounted for the first time on springs and with outside bearings. It was to be the prototype of the standard British railway wagon. Between April and September 1829 Robert Stephenson built, not without difficulty, a multi-tubular boiler, as suggested by Henry Booth to George Stephenson, and incorporated it into the locomotive Rocket which the three men entered in the Liverpool \& Manchester Railway's Rainhill Trials in October. Rocket, was outstandingly successful and demonstrated that the long-distance steam railway was practicable.
    Robert Stephenson continued to develop the locomotive. Northumbrian, built in 1830, had for the first time, a smokebox at the front of the boiler and also the firebox built integrally with the rear of the boiler. Then in Planet, built later the same year, he adopted a layout for the working parts used earlier by steam road-coach pioneer Goldsworthy Gurney, placing the cylinders, for the first time, in a nearly horizontal position beneath the smokebox, with the connecting rods driving a cranked axle. He had evolved the definitive form for the steam locomotive.
    Also in 1830, Robert Stephenson surveyed the London \& Birmingham Railway, which was authorized by Act of Parliament in 1833. Stephenson became Engineer for construction of the 112-mile (180 km) railway, probably at that date the greatest task ever undertaken in of civil engineering. In this he was greatly assisted by G.P.Bidder, who as a child prodigy had been known as "The Calculating Boy", and the two men were to be associated in many subsequent projects. On the London \& Birmingham Railway there were long and deep cuttings to be excavated and difficult tunnels to be bored, notoriously at Kilsby. The line was opened in 1838.
    In 1837 Stephenson provided facilities for W.F. Cooke to make an experimental electrictelegraph installation at London Euston. The directors of the London \& Birmingham Railway company, however, did not accept his recommendation that they should adopt the electric telegraph and it was left to I.K. Brunel to instigate the first permanent installation, alongside the Great Western Railway. After Cooke formed the Electric Telegraph Company, Stephenson became a shareholder and was Chairman during 1857–8.
    Earlier, in the 1830s, Robert Stephenson assisted his father in advising on railways in Belgium and came to be increasingly in demand as a consultant. In 1840, however, he was almost ruined financially as a result of the collapse of the Stanhope \& Tyne Rail Road; in return for acting as Engineer-in-Chief he had unwisely accepted shares, with unlimited liability, instead of a fee.
    During the late 1840s Stephenson's greatest achievements were the design and construction of four great bridges, as part of railways for which he was responsible. The High Level Bridge over the Tyne at Newcastle and the Royal Border Bridge over the Tweed at Berwick were the links needed to complete the East Coast Route from London to Scotland. For the Chester \& Holyhead Railway to cross the Menai Strait, a bridge with spans as long-as 460 ft (140 m) was needed: Stephenson designed them as wrought-iron tubes of rectangular cross-section, through which the trains would pass, and eventually joined the spans together into a tube 1,511 ft (460 m) long from shore to shore. Extensive testing was done beforehand by shipbuilder William Fairbairn to prove the method, and as a preliminary it was first used for a 400 ft (122 m) span bridge at Conway.
    In 1847 Robert Stephenson was elected MP for Whitby, a position he held until his death, and he was one of the exhibition commissioners for the Great Exhibition of 1851. In the early 1850s he was Engineer-in-Chief for the Norwegian Trunk Railway, the first railway in Norway, and he also built the Alexandria \& Cairo Railway, the first railway in Africa. This included two tubular bridges with the railway running on top of the tubes. The railway was extended to Suez in 1858 and for several years provided a link in the route from Britain to India, until superseded by the Suez Canal, which Stephenson had opposed in Parliament. The greatest of all his tubular bridges was the Victoria Bridge across the River St Lawrence at Montreal: after inspecting the site in 1852 he was appointed Engineer-in-Chief for the bridge, which was 1 1/2 miles (2 km) long and was designed in his London offices. Sadly he, like Brunel, died young from self-imposed overwork, before the bridge was completed in 1859.
    [br]
    Principal Honours and Distinctions
    FRS 1849. President, Institution of Mechanical Engineers 1849. President, Institution of Civil Engineers 1856. Order of St Olaf (Norway). Order of Leopold (Belgium). Like his father, Robert Stephenson refused a knighthood.
    Further Reading
    L.T.C.Rolt, 1960, George and Robert Stephenson, London: Longman (a good modern biography).
    J.C.Jeaffreson, 1864, The Life of Robert Stephenson, London: Longman (the standard nine-teenth-century biography).
    M.R.Bailey, 1979, "Robert Stephenson \& Co. 1823–1829", Transactions of the Newcomen Society 50 (provides details of the early products of that company).
    J.Kieve, 1973, The Electric Telegraph, Newton Abbot: David \& Charles.
    PJGR

    Biographical history of technology > Stephenson, Robert

  • 16 Brotan, Johann

    [br]
    b. 24 June 1843 Kattau, Bohemia (now in the Czech Republic)
    d. 20 November 1923 Vienna, Austria
    [br]
    Czech engineer, pioneer of the watertube firebox for steam locomotive boilers.
    [br]
    Brotan, who was Chief Engineer of the main workshops of the Royal Austrian State Railways at Gmund, found that locomotive inner fireboxes of the usual type were both expensive, because the copper from which they were made had to be imported, and short-lived, because of corrosion resulting from the use of coal with high sulphur content. He designed a firebox of which the side and rear walls comprised rows of vertical watertubes, expanded at their lower ends into a tubular foundation ring and at the top into a longitudinal water/steam drum. This projected forward above the boiler barrel (which was of the usual firetube type, though of small diameter), to which it was connected. Copper plates were eliminated, as were firebox stays.
    The first boiler to incorporate a Brotan firebox was built at Gmund under the inventor's supervision and replaced the earlier boiler of a 0−6−0 in 1901. The increased radiantly heated surface was found to produce a boiler with very good steaming qualities, while the working pressure too could be increased, with consequent fuel economies. Further locomotives in Austria and, experimentally, elsewhere were equipped with Brotan boilers.
    Disadvantages of the boiler were the necessity of keeping the tubes clear of scale, and a degree of structural weakness. The Swiss engineer E. Deffner improved the latter aspect by eliminating the forward extension of the water/steam drum, replacing it with a large-diameter boiler barrel with the rear section of tapered wagon-top type so that the front of the water/steam drum could be joined directly to the rear tubeplate. The first locomotives to be fitted with this Brotan-Deffner boiler were two 4−6−0s for the Swiss Federal Railways in 1908 and showed very favourable results. However, steam locomotive development ceased in Switzerland a few years later in favour of electrification, but boilers of the Brotan-Deffner type and further developments of it were used in many other European countries, notably Hungary, where more than 1,000 were built. They were also used experimentally in the USA: for instance, Samuel Vauclain, as President of Baldwin Locomotive Works, sent his senior design engineer to study Hungarian experience and then had a high-powered 4−8−0 built with a watertube firebox. On stationary test this produced the very high figure of 4,515 ihp (3,370 kW), but further development work was frustrated by the trade depression commencing in 1929. In France, Gaston du Bousquet had obtained good results from experimental installations of Brotan-Deffner-type boilers, and incorporated one into one of his high-powered 4−6−4s of 1910. Experiments were terminated suddenly by his death, followed by the First World War, but thirty-five years later André Chapelon proposed using a watertube firebox to obtain the high pressure needed for a triple-expansion, high-powered, steam locomotive, development of which was overtaken by electrification.
    [br]
    Further Reading
    G.Szontagh, 1991, "Brotan and Brotan-Deffner type fireboxes and boilers applied to steam locomotives", Transactions of the Newcomen Society 62 (an authoritative account of Brotan boilers).
    PJGR

    Biographical history of technology > Brotan, Johann

  • 17 Seguin, Marc

    [br]
    b. 20 April 1786 Annonay, Ardèche, France
    d. 24 February 1875 Annonay, Ardèche, France
    [br]
    French engineer, inventor of multi-tubular firetube boiler.
    [br]
    Seguin trained under Joseph Montgolfier, one of the inventors of the hot-air balloon, and became a pioneer of suspension bridges. In 1825 he was involved in an attempt to introduce steam navigation to the River Rhône using a tug fitted with a winding drum to wind itself upstream along a cable attached to a point on the bank, with a separate boat to transfer the cable from point to point. The attempt proved unsuccessful and was short-lived, but in 1825 Seguin had decided also to seek a government concession for a railway from Saint-Etienne to Lyons as a feeder of traffic to the river. He inspected the Stockton \& Darlington Railway and met George Stephenson; the concession was granted in 1826 to Seguin Frères \& Ed. Biot and two steam locomotives were built to their order by Robert Stephenson \& Co. The locomotives were shipped to France in the spring of 1828 for evaluation prior to construction of others there; each had two vertical cylinders, one each side between front and rear wheels, and a boiler with a single large-diameter furnace tube, with a watertube grate. Meanwhile, in 1827 Seguin, who was still attempting to produce a steamboat powerful enough to navigate the fast-flowing Rhône, had conceived the idea of increasing the heating surface of a boiler by causing the hot gases from combustion to pass through a series of tubes immersed in the water. He was soon considering application of this type of boiler to a locomotive. He applied for a patent for a multi-tubular boiler on 12 December 1827 and carried out numerous experiments with various means of producing a forced draught to overcome the perceived obstruction caused by the small tubes. By May 1829 the steam-navigation venture had collapsed, but Seguin had a locomotive under construction in the workshops of the Lyons-Sain t- Etienne Railway: he retained the cylinder layout of its Stephenson locomotives, but incorporated a boiler of his own design. The fire was beneath the barrel, surrounded by a water-jacket: a single large flue ran towards the front of the boiler, whence hot gases returned via many small tubes through the boiler barrel to a chimney above the firedoor. Draught was provided by axle-driven fans on the tender.
    Seguin was not aware of the contemporary construction of Rocket, with a multi-tubular boiler, by Robert Stephenson; Rocket had its first trial run on 5 September 1829, but the precise date on which Seguin's locomotive first ran appears to be unknown, although by 20 October many experiments had been carried out upon it. Seguin's concept of a multi-tubular locomotive boiler therefore considerably antedated that of Henry Booth, and his first locomotive was completed about the same date as Rocket. It was from Rocket's boiler, however, rather than from that of Seguin's locomotive, that the conventional locomotive boiler was descended.
    [br]
    Bibliography
    February 1828, French patent no. 3,744 (multi-tubular boiler).
    1839, De l'Influence des chemins de fer et de l'art de les tracer et de les construire, Paris.
    Further Reading
    F.Achard and L.Seguin, 1928, "Marc Seguin and the invention of the tubular boiler", Transactions of the Newcomen Society 7 (traces the chronology of Seguin's boilers).
    ——1928, "British railways of 1825 as seen by Marc Seguin", Transactions of the Newcomen Society 7.
    J.B.Snell, 1964, Early Railways, London: Weidenfeld \& Nicolson.
    J.-M.Combe and B.Escudié, 1991, Vapeurs sur le Rhône, Lyons: Presses Universitaires de Lyon.
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    Biographical history of technology > Seguin, Marc

  • 18 Engerth, Wilhelm

    [br]
    b. 26 May 1814 Pless, Prussian Silesia (now Poland)
    d. 4 September 1884 Baden, Austria
    [br]
    German engineer, designer of the Engerth articulated locomotive.
    [br]
    Engerth was Chairman of the judges for the Semmering Locomotive Trials, held in 1851 to find locomotives suitable for working the sharply curved and steeply graded section of the Vienna-Trieste railway that was being built over the Semmering Pass, the first of the transalpine main lines. When none of the four locomotives entered proved suitable, Engerth designed his own. Six coupled wheels were at the fore part of the locomotive, with the connecting rods driving the rear pair: at the back of the locomotive the frames of the tender were extended forward on either side of the firebox, the front wheels of the tender were ahead of it, and the two parts were connected by a spherical pivot ahead of these. Part of the locomotive's weight was carried by the tender portion, and the two pairs of tender wheels were coupled by rods and powered by a geared drive from the axle of the rear driving-wheels. The powered drive to the tender wheels proved a failure, but the remaining characteristics of the locomotive, namely short rigid wheel-base, large firebox, flexibility and good tracking on curves (as drawbar pull was close behind the driving axle), were sufficient for the type to be a success. It was used on many railways in Europe and examples in modified form were built in Spain as recently as 1956. Engerth became General Manager of the Austro-Hungarian State Railway Company and designed successful flood-prevention works on the Danube at Vienna.
    [br]
    Principal Honours find Distinctions
    Knighted as Ritter von Engerth 1861. Ennobled as Freiherr (Baron) von Engerth 1875.
    Further Reading
    D.R.Carling, 1985, "Engerth and similar locomotives", Transactions of the Newcomen Society 57 (a good description).
    J.B.Snell, 1964, Early Railways, London: Weidenfeld \& Nicolson, pp. 68–73 (for Semmering Trials).
    PJGR

    Biographical history of technology > Engerth, Wilhelm

  • 19 Inoue Masaru

    [br]
    b. 1 August 1843 Hagi, Choshu, Japan
    d. 2 August 1910 London, England
    [br]
    Japanese "Father of Japanese Railways".
    [br]
    In the early 1860s, most travel in Japan was still by foot and the Japanese were forbidden by their government to travel abroad. Inoue was one of a small group of students who left Japan illegally in 1863 for London. There he studied English, mathematics and science, and afterwards mineralogy and railways. Inoue returned to Japan in 1868, when the new Meiji Government reopened the country to the outside world after some 200 years of isolation. Part of its policy, despite opposition, was to build railways; at Inoue's suggestion, the gauge of 3 ft 6 in. (1.07 m) was adopted. Initially capital, engineers, skilled labour and materials ranging from locomotives to pencils and stationery were all imported from Britain; Edmund Morel was the first Chief Engineer. In 1871 Inoue was appointed Director of the Government Railway Bureau and he became the driving force behind railway development in Japan for more than two decades. The first line, from Tokyo to Yokohama, was opened in 1872, to be followed by others, some of them at first isolated. The number of foreigners employed, most of them British, peaked at 120 in 1877 and then rapidly declined as the Japanese learned to take over their tasks. In 1878, at Inoue's instance, construction of a line entirely by Japanese commenced for the first time, with British engineers as consultants only. It was ten years before Japanese Railways' total route was 70 miles (113 km) long; over the next ten years, this increased to 1,000 miles (1,600 km) and the system continued to grow rapidly. During 1892–3, a locomotive was built in Japan for the first time, under the guidance of Locomotive Superintendent R.F.Trevithick, grandson of the pioneer Richard Trevithick: it was a compound 2–4–2 tank engine, with many parts imported from Britain. Locomotive building in Japan then blossomed so rapidly that imports were discontinued, with rare exceptions, from 1911. Meanwhile Inoue had retired in 1893; he was on a visit to England at the time of his death.
    [br]
    Principal Honours and Distinctions
    Viscount 1887.
    Bibliography
    1909, "Japanese communications: railroads", in Count Shigenobu Okuma (ed.), Fifty Years of New Japan (English version ed. M.B.Huish), Smith, Elder, Ch. 18.
    Further Reading
    T.Richards and K.C.Rudd, 1991 Japanese Railways in the Meiji Period 1868–1912, Uxbridge: Brunel University (one of the few readily available accounts in English of the origins of Japanese Railways).
    PJGR

    Biographical history of technology > Inoue Masaru

  • 20 Locke, Joseph

    [br]
    b. 9 August 1805 Attercliffe, Yorkshire, England
    d. 18 September 1860 Moffat, Scotland
    [br]
    English civil engineer who built many important early main-line railways.
    [br]
    Joseph Locke was the son of a colliery viewer who had known George Stephenson in Northumberland before moving to Yorkshire: Locke himself became a pupil of Stephenson in 1823. He worked with Robert Stephenson at Robert Stephenson \& Co.'s locomotive works and surveyed railways, including the Leeds \& Selby and the Canterbury \& Whitstable, for George Stephenson.
    When George Stephenson was appointed Chief Engineer for construction of the Liverpool \& Manchester Railway in 1826, the first resident engineer whom he appointed to work under him was Locke, who took a prominent part in promoting traction by locomotives rather than by fixed engines with cable haulage. The pupil eventually excelled the master and in 1835 Locke was appointed in place of Stephenson as Chief Engineer for construction of the Grand Junction Railway. He introduced double-headed rails carried in chairs on wooden sleepers, the prototype of the bullhead track that became standard on British railways for more than a century. By preparing the most detailed specifications, Locke was able to estimate the cost of the railway much more accurately than was usual at that time, and it was built at a cost close to the estimate; this made his name. He became Engineer to the London \& Southampton Railway and completed the Sheffield, Ashton-under-Lyme \& Manchester Railway, including the 3-mile (3.8 km) Woodhead Tunnel, which had been started by Charles Vignoles. He was subsequently responsible for many British main lines, including those of the companies that extended the West Coast Route northwards from Preston to Scotland. He was also Engineer to important early main lines in France, notably that from Paris to Rouen and its extension to Le Havre, and in Spain and Holland. In 1847 Locke was elected MP for Honiton.
    Locke appreciated early in his career that steam locomotives able to operate over gradients steeper than at first thought practicable would be developed. Overall his monument is not great individual works of engineering, such as the famous bridges of his close contemporaries Robert Stephenson and I.K. Brunel, but a series of lines built economically but soundly through rugged country without such works; for example, the line over Shap, Cumbria.
    [br]
    Principal Honours and Distinctions
    Officier de la Légion d'honneur, France. FRS. President, Institution of Civil Engineers 1858–9.
    Further Reading
    Obituary, 1861, Minutes of Proceedings of the Institution of Civil Engineers 20. L.T.C.Rolt, 1962, Great Engineers, London: G. Bell \& Sons, ch. 6.
    Industrial Heritage, 1991, Vol. 9(2):9.
    See also: Brassey, Thomas
    PJGR

    Biographical history of technology > Locke, Joseph

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