Journal of the Institution of Locomotive
Engineers
Volume 33 (1943)
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Journal No. 171
Sillcox, L.K. read by Julian S Tritton (Paper No.
439)
Power to pull: a comparison of the operating charcteristics exhibited by
steam and diesel-electric locomotives. 4-30. Disc.: 30-76.
Fourth Ordinary General Meeting of the Session held at the Institution
of Mechanical Engineers, Westminster, on Wednesday, 29 July 1942, at 6 p.m.,
the President, Mr. O.V.S. Bulleid, occupying the chair
This was an American paper and was intended to show the advantages of diesel
traction.
The author's comclusion is "Viewed in its entirety, one can but conclude
that the Dieselelectric is making steady progress but a definite prediction
as to the extent which it will replace the steam locomotive could not be
supported by sound reasoning and would, therefore, be unwarranted. The Diesel
displays unquestionable advantages for yard assignments, is peculiarIy adapted
to certain high-speed passenger operations, and is being installed in freight
service to a limited extent. The controversy will be decided finally on strict
economic principles and the ultimate selection depends, to a large extent,
upon the ability of the Diesel-electric manufacturers to offer their product
at a price comparable with that of the steam locomotive. Should this be
accomplished, the position of steam as the motive medium would be precarious.
Steam locomotive designers are energetically attacking the problem of dynamic
augment due to overbalance because of its serious limitations to high speed
but the elimination of the problem The substitution of Diesel power would
enable the elimination of costly boiler water preparation facilities, water
service towers or track pans, and of unsightly coaling plants. It would remove
the necessity for roundhouse properties as we know them which could be replaced
with modern attractive maintenance plants. The entire tempo of the railway
would be changed. Diesels would operate to reduce the number of terminals
required and to this extent would largely affect an overall improvement in
railway operating practice, both with respect to the economy of movement
and to the dispatch with which tonnage is handled. Perhaps this is the important
aspect of the entire problem of railway modernization made possible through
the use of the Diesel; the aspect that should be emphasised more than all
others, thus eliminating excuses to stop trains in transit unnecessarily.
Further,. if the practice of handling traffic in train load lots is forced
upon the railways by competitive rate situations effected through other forms
of transport attempting to obtain the traffic, it merely signifies that railway
traffic will represent unit movements covering great distances between
originating and final terminals with no intermediate attention affecting
train consist required. Railways have put one future ; namely, to handle
traffic at wholesale rates and to discontinue conditioning rates upon a retail
basis".
Possibly because there was a reduction in the number of papers presented
during WW2 it produced a considerable response. E.C. Poultney (30-2); J.S.
Clayton (32); E.S. Cox (32-4) who commented strongly on the hammer blow
associated with two-cylinder locomotives; John Alcock (35); O.S.M. Raw (35-7);
E. Graham (37);
Major O.S.M. Raw, R.A.O.C. (35), reierring to the rise
in cost of steam locomotives since 1937 mentioned in the paper, pointed out
that in 1937 the steam locomotive industry was very depressed, and willing
to build at uneconomic prices, so that prices were bound to go up in the
following years. Certain savings resulting from fhe use of Diesel locomotives
were, he said, mentioned in the paper, but the chief saving in all the
calculations which he had seen so far had been due to the elimination of
the fireman, and whether one was allowed to do away with the fireman depended
principally on what the trade unions had to say on the subject. The paper
also maintained that the Diesel locomotive saved the time required for boiler
washout, which was a very decided saving ; but, having been responsible for
some Diesel locomotives in Ceylon and India he knew that it was necessary
to offset against that the time spent on cylinder overhauls, which was
considerable ; and in Ceylon at least two hours had to elapse after an engine
came in from the line before the engine room was cool enough to send a fitter
in. He would be interested to know more about the type of motors fitted in
the Diesel-electric locomotives which were referred to as running at 100
m.p.h. He understood that axle-hung motors were normally used, and that axle-hung
motors were normally limited to about 75 m.p.h. Surely the use of axle-hung
motors at high speed accounted for the abnormally rapid track wear. The Author
stated that Diesel locomotives could stay out in the yard for six days, which
was an undoubted fact; indeed, he believed that the L.M.S. shunters carried
fuel on them for six days. On the other hand, in the Calcutta docks and on
the South African Railways the steam locomotives stayed out of the shed for
six days also, with merely a cleaning of the fire-bars when the crews were
changed over, so that there was not such a great saving there as seemed apparent.
The elimination of water costs was put down in the Paper as a big saving,
and undoubtedly it was; but when Diesel locomotives were used it was necessary
to put in very special plant to service them. It was not possible to deal
with Diesel locomotives in an ordinary shed ; it was necessary to have it
dust-proof. He thought there was a great future for the Diesel locomotive
for shunting, for rail motors, and for high-speed trains, but they would
have to go a long way yet before they were used as main line heavy locomotives,
because they involved having such a box of tricks all bottled up together,
requiring a B.Sc. as driver. There is one further point, that is the employment
of travelling maintenance staff. The Author suggests that on easy sections
a portion of the power plant, the locomotive being built up from a number
of individual units in multiple control, being shut down and serviced en
route. As stated, my experience in India and Ceylon is that on a high-powered
unit some considerable time must elapse from the time of shutting down the
power unit until the engine room is cool enough. to work in. Surely it would
be better to cut off the redundant power unit over the easy section and have
it overhauled in a shed under better working conditions. The unit under power
would also be saved the effort of hauling the unit under overhaul. The Paper
presupposes that there is ample power for all purposes in the modern
Diesel-electric locomotives in use in America, but I recollect having read
that on Rocky Mountain sections a steam pilot locomotive is used with all
forms d Diesel powered trains.
Mr. E. Graham (Member) expressed some doubt as to whether the labour costs
given in the Paper were complete. The Author did not clearly state, he pointed
out, what staff was employed. Leaving out of the question entirely the yard
shunting locomotive, where the case for the Diesel was, in his view, undoubtedly
established, and considering only the big Diesel-electric locomotives, he
wondered what staff travelled with them on long runs. They were very complicated,
with a great deal of auxiliary machinery, and a previous speaker had referred
to them as a box of tricks. It was a little difficult to imagine
the ordinary steam locomotive driver and fireman taking care of such machines
on, say, a 2,000 mile run. There is a hint in the Paper that additional staff
were carried, because it is mentioned that there is the great advantage of
b&ng able to couple up two, three or four machines and use them as required,
and to the possibility if some part of the equipment of one unit failed of
putting that unit out of action and repairing it while the train continued
on its journey. That pre-supposed that shop staff was carried on the train.
His own impression was that mechanics were cafried on each of the very big
units on long runs. He doubted whether account was taken of that in the figures
relating to running costs, but it might be that the cost was covered in the
all-in- repair cost. On that he would like further information, if it was
available.
D.R. Carling (37-40) on smoke abatement and comment on the
steam locomotive failures cited in the paper on the Norfolk & Western
Railroad; Mr. D. R. Carling (Associate Member) said he wished to make some
remarks in support of what Mr. Cox and Major Raw had said. Mr. Cox made some
remarks on Figs. I and 6 which were very much to the point, but in addition
there was undoubtedly a discrepancy of some kind in Fig. 6, because the tractive
effort curves over a considerable length lay almost together, and yet there
was a steady difference all the way along in the horse-power curves. There
was something wrong there, which might explain Mr. Coxs difficulty.
Which curves were correct he would not like to say, because he had not had
the time to make any calculations. The question of smoke was referred to
several times in the Paper. A great deal in the way of smoke abatement had
been done on the railways in America, but the locomotives still gave out
much more smoke than was the case in this country. It was worse in! America
than in this country because the American locomotive did not have a closed
ashpan, and therefore unless working at a fairly high output and being fired
steadily, if there was any unburned coaI on the grate the locomotive gave
out clouds of filthy black smoke, and that had led to the by-laws in many
American cities prohibiting the use of steam locomotives. It had already
been mentioned that the price at which steam locomotives were sold a few
years ago was not economic, it being a question of the state of the market
and of competition. Something of the same sort applied to the Diesel locomotive.
Competition had been increasing. A few years ago there were fewer firms producing
Diesel-electric locomotives, especially high-speed types, than the;e were
now, and it might be partly competition which was reducing the price. At
the same time, the increasing market for steam locomotives was permitting
an increase in price, because the builders were no longer at their wits'
end where to sell anything at all. Another point which should be mentioned
was that the maintenance cost of steam locomotives was known to rise rapidly
with age for a given mileage per year. The cost per year would rise very
considerably as the age of the locomotive increased, particularly under United
States conditions of really heavy working ; and that made it essential, in
all such comparisons as those made in the paper, to know the average age
of the motive power. Taking as an example the figures given for freight
locomotives on pages 27 and 28 of the Paper, the steam locomotive was built
in 1938 and the Diesel in 1941 ; in other words, the Diesel was in its first
year of life. If the steam locomotive had been in its first year of life,
he believed that the repairs would have been so much cheaper as to reverse
the saving of 34d. shown. In a few years' time the steam locomotive would
cost more, and what the Diesel locomotive would cost was not yet known, or
at least if any figures were available he did not think that they had been
published yet. The trend of repair costs for Diesel locomotives with increasing
age would be very interesting, when figures became available. Only time could
shew what it would be
O.V.S. Bulleid (42-4) was highly critical of the US steam locomotice costs
quoted in the paper;
C.E. Fairburn (written communication 44-7 quoted in full) wrote that
Dr. Sillcox, in his most interesting paper, defined the position of
Diesel-electric traction as an effective compromise between steam and electric
motive power, which presumably implied that it might be used to replace either,
but so far as this country, and indeed most parts of, the world, were concerned,
asked if it should not be regarded as complementary to these syslems? There
were, said, undoubtedly many applications for Diesel units on both steam
and electric lines but, except perhaps in some rather special cases, it was
doubtful if it could be justified as the sole motive power. He maintained
that on lines with heavy traffic the fundamental advantages of electric traction
must rule out the Diesel. One of those which was often overlooked was. in
the provision of prime movers as distinct from the transmission equipment,
viz., the total horse-power rating of the Diesel engines needed for any service,
was the sum of the rating of all the individual locomotives required, whereas
on an electrified line provision had to be made only for the maximum power
demanded at any one time. The rating of the power station plant needed for
that was very considerably lower than that of the Diesel engines which would
be needed if that form of traction were adopted ; in addition, the supply
was usually taken from a system feeding an industrial load as well and the
diversity between the two loads gave a substantial reduction in the proportion
of the capital expenditure on generating plant which could be charged against
the traction load.
At the meeting, which, unfortunately, he was unable to attend, one speaker
suggested that performance as such was the deciding factor in choosing a
traction system and that, if improvement in cleanliness were needed on steam
operated lines, that should be obtained by air conditioning but the criterion
was surely performance in relation to total cost and if the fitting of air
conditioning equipment to all passenger coaches on a railway were taken as
the alternative to Diesel or electric traction, it would certainly be more
costly, and did not affect the cleaning and maintaining of stations, buildings,
and the outside of the stock on steam lines. The Paper compared steam and
Diesel locomotives on the basis of horse-power but, by itself that meant
very little. A statement of horse-power must be associated with a duration
before it could be used as a rating to compare different units. Thus Dr.
Sillcox gave the indicated horse-power of certain steam locomotives he mentioned,
but were the figures the maxima which the locomotites could maintain continuously
or were they for some shorter period, such as one hour or even five minutes?
The rating of an electric locomotive was normally given as the sum of the
ratings of its motors, usually on a one-hour basis and other figures on a
continuous and a momentary basis were generally stated also. However, that
method could not be applied to a Diesel-electric locomotive as the output
was always limited by that available from the engine ; in practice, owing
to the variable voltage and current conditions to be met, the total rating
of: the motors on a normal traction basis was usually considerably greater
than that. The rating of a Diesel locomotive could, therefore, only be based
on the power available from the engine and the time for which it could be
maintained and also whether it was measured at the engine coupling or at
the wheel tread must be stated. As the transmission efficiency varies with
operating conditions, the relationship between figures measured at those
two points was complex; quite apart from any power taken from the engine
for auxiliary purposes.
If fuller information on those lines could be given for the locomotives dealt
with in the Paper, the data already included might be of considerable value
; at present it could not be properly assessed. Apart from a comparison on
a horse-power basis, the relative weights of the steam and Diesel locomotives
were important provided that the class of work was the same in each case.
In British practice that applied specially to shunting units where all the
,weight was adhesive and so determined the maximum tractive effort which
could be expected. It was, however, necessary to make some correction for
the even torque of the Diesel in comparison with the steam unit. This was
illustrated in the table on page 22, where the Diesel locomotive was shown
to have an adhesive factor of 33 per cent. compared with the steam figure
of 22 per cent. only. To sum up, what was wanted was a basis of comparison
which accurately reflected the traffic capabilities of the different locomotives;
ability to perform a given service was what really mattered.
He said the figures for the annual mileage of both Diesel and steam locomotives
given in the paper were surprisingly large, and wished to know in what degree
they were representative of general practice in the U.S.A.? It seemed that
they must be based on a few services where conditions favour large mileages,
and it would be interesting to learn to what extent traffic in the U.S.A.
could be arranged to give such figures generally, provided, of course, that
the types of locomotives employed were suitable. In this country, the limit
here was set much more by traffic conditions than by the capabilities of
the locomotives.
Regarding the characteristics curves given in Fig. 6, there appeared to have
been some slip, e.g. if the tractive effort characteristics of the steam
and Diesel locomotives cross at 60 m.p.h. the driver horse-power characteristics
also should cross on the same ordinate. In Fig. 1 the drawbar horse-power
was given instead of the driver horse-power and that was perhaps better,
as it compen46 sated in some degree for any differences in weights of the
two types of locomotive which were not given. In Fig. 7 the steam locomotive
characteristics were clearly only approximate, as they should have a horizontal
portion at low speeds. That was the most important part of the curve for
shunting locomotives and as drawn, the curves did not show very clearly the
rather important differences between the two types. It would be an advantage
also if they showed the limits set by adhesion since, as already mentioned,
the even torque of the Diesel-electric locomotive gave it a distinct advantage
in this respect.
The life of the Diesel was estimated at 15 years. In the present state of
development some units may be obsolete in a shorter time than this, but there
was no obvious reason why, when design had had time to become more stabilised,
the life should not be comparable with that o the steam locomotive
as all wearing parts could be replaced in the ordinary course of maintenance.
It would be interesting to have Dr. Sillcox's views on the use of nose-suspended
motors on high-speed Diesel locomotives. Those motors were generally recognised
as being satisfactory in regard to track stresses up to moderate speeds,
but in electric locomotive design some form of flexible drive was almost
universally used for high speed units. It appeared that certain forms of
such drives which occupied relatively little space might be adopted with
advantage on *high-speed Diesel units. Could any of the effects ascribed
in the Paper to the low centre of gravity of the Diesel locomotive be due
in some measure to the nose-suspended motors ?
The L.M.S. 250 h.p. Diesel shunting locomotives at present required refuelling
at 12-21 day intervals, depending on the yard where they were working, and
in new designs somewhat greater tank capacity would probably be provided
to enable a long uninterrupted period to be operated in all yards. It was
also expected that a general overhaul would be necessary only ever! three
years. On that basis the theoretical technical availability would be at least
95 per cent., including time spent in shed maintenance. It was difficult
to comment on the operating costs given in the paper owing to the different
conditions, different relative costs of fuels and smaller units used in this
country. A 0-6-0 tank shunting locomotive of some 45 tons weight costs not
much more than half as much for fuel as the shunting locomotives quoted at
the top of page 26, and the cost of fuel oil for a 350 h.p. Diesel was about
two-thirds of that for the 600 h.p. American unit. The saving on fuel was,
therefore, relatively lower, in addition the other costs for the steam
locomotive, particularly repairs and water costs appeared to be very high.
Nevertheless the L.M.S. had been able to establish the Diesel-electric shunter
at least in its more intensively worked yards. Perhaps Dr. Sillcox in his
reply could cover interest and depreciation charges in those comparisons
more fully ; interest appears to be excluded and the life on which depreciation
was based was not given.
The first cost of steam and Diesel locomotives given also differed considerably
from those obtaining here. Recently the ratio Could it be taken as 15 years
in all cases? of the cost of Diesel to the cost of steam units had been rising
and what might be described as the price spiral which had always handicapped
the Diesel showed no sign of breaking. In order to be really useful to a
railway, Diesel units had to be employed in reasonably large numbers, otherwise
the maintenance and other standby costs become too great a burden for the
Diesels to carry. Also the total market open to a manufacturer had a large
influence on first cost. But the manufacturer was unwilling to risk quoting
prices on the basis of a reasonably large sale to a wider market, and the
railway companies in turn would not risk ordering large numbers of locomotives
of a type which for most applications was still unproved in this country.
Action had to lie with the manufacturers as they had a potential world market,
while each railway was limited to itself. That must now, of course, await
the end of the war, but the outbreak of war could not be regarded as the
reason for the very slow progress made here up to the present as there were
few signs of rapid development before, and in fact the manufacturers were
more conservative than the railways. As already mentioned the railways were
able to establish the shunting unit at least for some duties, but the
manufacturers seemed unable to follow that up and produce a locomotive on
an economical basis for large scale use on other services.
H.H. Andrews (59-50) was critical of the dismissal of electric motive power
in the USA;
T. Henry Turner (53-4) A good case had been made out for the use of
Diesel-electric shunting vehicles at marshalling yards, but he thought the
Author did not make any reference to tunnels. It seemed to him that
Diesel-electric vehicles would be preferable to steam vehicles on, for example,
the Metropolitan line passing through Baker Street, where the sulphurous
fumes were at times most objectionable to the crowds of passengers. The same
could probably be said for the rather special Kings Cross Hotel tunnel
on the L.N.E.R., and possibly some others, such as the Severn tunnel, might
also be operated by Diesel-electric vehicles.
He realised that many of the tunnels in this country were on main lines and
therefore had to be passed by steam locomotives for many years to come, but
wherever it were possible to substitute Diesel-electric, the amount of corrosion
of the rails and other fittings in the tunnels would be much reduced and
the maintenance simplified. He had not mentioned Woodhead, as the electrification
which was started on the lines, including that tunnel, was already well in
hand. In his work he had constant reminders of the abnormal corrosion in
tunnels and therefore thought the Author might be interested in that point.
The substitution of Diesel-electric for steam locomotives in suburban services
would seem to be justifiable in view of the acceleration characteristics,
but whether that be so or not, it would result in an appreciable reduction
in the smoke nuisance.
Clarke, C.W. (Paper No. 440)
Service tests to establish locomotive efficiency. 77-90. illustration, 6
diagrams
On the GIPR in India. As a result of the drive to obtain a more intensive
usage of power and greater fuel economy, more attention to detail was being
paid to ensure locomotive efficiency. In Bulletin No. 31, Heated
Bearing Problem, issued by the Officer on Special Duty, Railway Board,
attention is drawn-paras. 40 to 43-to the desirability of indicating locomotives,
and the B. N.R. practice in this respect is stressed. While agreeing that
the submission of three sets of indicator diagrams (although somewhat redundant),
with each locomotive leaving the mechanical workshops is practically a guarantee
to the running department that the locomotives are in satisfactory working
order, it is doubtful whether indicator cards taken by districts can be taken
as fulfilling the same guarantee. For example, with a locomotive having leaky
piston or poppet valves, it is possible to obtain excellently formed indicator
cards, but unless one can determine the steam rate it is impossible to state
whether the locomotive is functioning efficiently. From an indicator diagram
the horse-power of the locomotive can be determined, but unless the steam
consumption per horse-power per hour is known the efficiency of the locomotive
cannot be determined. It is possible, by laborious analysis, to obtain the
steam rate from an indicator. diagram, but it appears to be asking too much
to expect a locomotive inspector to be able to calculate the missing
quantity or determine the equations of polytrbpic curves. I,ocomotive
inspectors might be qualified to take indicator cards but the correct
interpretation of diagrams is usually beyond their powers.
Considerable errors may arise in the measurement of indicated horse-power
by taking indicator cards, due to inertia and whip of the moving parts of
the indicating gear, and stretch of the cord. The writer would be most reluctant
to accept, without checking, the indicator cards obtained by districts. Professor
Nordmann, of the German State Railways, showed that errors of 7 per cent.
occurred in certain indicator cards examined, taken from standard goods
locomotives of the German State Railways. Giesel- Gieslingen states! that
at speeds from 250-300 r.p.m., the indicator diagram can be 6 to 10 per cent.
longer than cards taken at low speeds, and this results in the indicated
horse-power being too low by 3 to 5 per cent. It wi!l be appreciated therefore,
that it requires a highly trained technician to obtain an accurate indicator
diagram and interpret it correctly.
The points at issue appear to be that:-
(i) A correctly formed indicator card merely confirms that the valve events
are occurring in their correct order.
(ii) It cannot, without further adalysis, show that the valves are steamtight
and that the locomotive is working efficiently.
Also, as any locomotive engineer knows, any radial valve gear or link motion,
set so as to give the correct lead on both dead centres with the lever set
in mid, fore and back gear respectively, will result in satisfactory indicator
cards being produced every time. The Caprotti and Lentz, or any form of poppet
valve gear, if correctly set, produce the same results, and it is easier
and quicker to check valve events by mechanical measurements than by fitting
up indicating gear and taking indicator cards.
Journal No. 172
Vittoné, Jose (Paper No. 441)
Notes and observations on diesel electric railcars on the Buenos Aires Provincial
Railway. 94-156. illus., 9 diagrs.
Please note the Peper number is duplicvated. Second Quarterly Meeting
of the South American Centre Session, 1941, was held at La Plata, at the
Workshops of the Buenos Ayres Provincial Railway on Monday, 1 September 1941,
at 9.30 a.m. Translated from Spanish.
four Diesel-electric railcars of the Buenos Aires Provincial Government Railway
were acquired in the year 1935 and up to the 31 December, 1940, they had
been in service practically five years, and the present time is considered
opportune to give an account of certain details and technical results of
their working in the hope that same will be useful in the study of, and solution
to, some of the problems which arise in connection with this modern branch
of railway transport.Abstract in
Locomotive Mag., 1943, 49,
183.
Journal No. 173
Robson, T. (Paper No. 441).
The counter pressure method of testing locomotives. 171-98. Discussion:198-217+
folding plate. 5 illustrations., 12 diagrams. (including 2
side elevations.)
Please note the Peper number is duplicated. Presented on 24 March
1943 in London, but a precis with some diagrams appeared in
Locomotive Mag., 1939, 45,
78-80..
In order to save expense the Author attempted to use one locomotive only,
although it was appreciated that the extra power absorbed per cylinder might
cause difficulties. An old 4-6-0 locomotive with outside cylinders and piston
valves, built in 1906, was put at his disposal and the necessary alterations
made, the French practice being followed. When about 600 horse-power mas
being absorbed, the metallic packing was melted out of the piston and tail
rod glands, so the water injection was led to the centres of the cylinders
instead of into the steam chests, the supply was much increased and the glands
were lubricated mechanically. These alterations were an improvement, but
when attempting to absorb 900 horse-power, the driving axleboxes heated badly.
These were steel with an inserted bronze bearing in the crown, and the side
faces were too small to withstand the heavy side thrusts. Solid bronze axleboxes,
without any white metal, were fitted to the driving axle having large bearing
surfaces on the inside of the wheel boss, and three oil feeds were supplied
to each box, one syphon feed to the wheel boss and one syphon and one mechanical
feed at the rear
Includes details of the tests performed on the B17 class locomotive No. 2811
Raynham Hall. Whilst the data are presented in graphic form, the precise
location and dates are not given
The Author wishes to thank Dr. F. Aughtie and Mr. F. M. Colebrook , of the
National Physical Laboratory, for helpful criticisms during the design of
the circuits used, and Mr. C. Jarvis, Mr. P. Dobson and Mr. D. Carling, members
of his staff now engaged on more important work, for the help received in
the development of the apparatus mentioned, and also Mr. E. Thompson, the
Chief Mechanical Engineer of the London and North Eastern Railway, for permission
to publish the results given in this Paper.
Pp. 206-7 : Comment on the Vitry tests with P2 class 2001 Cock o' the
North, Contributors to the discussion included E.S. Cox, O.V.S. Bulleid,
H. Holcroft and E.C Poultney..
E. C. Poultney (198-9) , who opened the discussion,
prefaced his remarks by thanking the author for contributing such a very
interesting and valuable Paper to the proceedings. He hardly knew which part
of the Paper to admire morethe graphic description of the testing or
the very pointed remarks on locomotive design, and particularly with regard
to valves. He felt that he could not usefully make any observations on the
question of testing, except that probably the method which had been outlined,
while very ingenious, must require an enormous amount of rehearsal before
the results desired could be obtained. Inasmuch as each point plotted on
the diagrams represented a separate test, the results were obviously extremely
good; the points were very close together, and there was not much discrepancy
between one test and another when the same specific object had been in view.
So far as the results obtained at various cut-offs were concerned, he could
not but think that the Author had perhaps been a little unfortunate, because
while personally he would be the last to criticize the performance of the
locomotives of the London and North Eastern Railway, in view of the excellent
work that they had done and were doing, he thought that on the whole the
valves employed on them were very much too small for the cylinders, judged
by modern standards. On the other hand, the cylinder design adopted for the
B.17 type locomotive used in the tests did not lend itself very well to the
adoption of what might be called a full-sized valve. The arrangement was,
he thought, well-known, and was shown in the accompanying sketch. The three
valves were all in line, and the position of the frames prevented the fitting
of a valve of proper size for the centre cylinder. When the Gresley Pacifies
were first built they had cylinders of 20-in. bore, and an 8-in. valve, while
modern practice would be to employ an 11-in , or 12-in. valve with a 20-in.
cylinder. That made an enormous difference to the power which could be obtained
at an earlv cut-off.
It was of interest, in that connection, to study a diagram, Fig. 17, published
in The Engineer, 23 May, 1906, which showed the performance of a Great
Western Railway locomotive with 18-in. by 30-in cylinders with l0-in. valves.
At 18 per cent. cut-off and 63 m.p.h., the drawbar horse-power was 800; at
20 per cent. cut-off and 58 m.p.h. it was 900; and at 23 per cent. cut-off
and 60 m.p.h., 1,100 drawbar horse-power was shown by the dynamometer. Those
figures were far in advance of those obtained with the B.17 type engine dealt
with in the Paper, and he thought that that was clue entirely to the fact
that the valves were large in proportion to the cylinders. The figures he
had given, moreover, were obtained with a saturated steam locomotive. If
he were a chief mechanical engineer, he would have that chart exhibited in
his drawing office; it was a wonderful example of what could be done with
large-size ports and valves to get the steam into the cylinders and out
again.
He thoroughly agreed with the author's remarks with regard to the design
of cylinders; he was sure that there was a great deal of room for improvement.
He knew that there were strong objections to the use of very large and heavy
valves, which threw enormous stress on the valve motion. There were also
strong objections to the use of small valves, because it was difficult to
get the power reguired. There was probably very good reason, therefore, to
do away with them altogether and use poppet valves.
E. S. Cox (199-) said that great credit was due
to the author and his colleagues for having done so much useful work and
for obtaining so much valuable information by what were relatively simple
and inexpensive means. The London and North Eastern Railway, however, enjoyed
certain advantages, the absence of which might preclude other railways from
following quite so simple a method, the principal one being a stretch of
line 44 miles in length of almost unvarying gradient, for the most part dead
level. Similar tests made abroad had also been carried out on long lengths
of level track, or at any rate track with only a gentle and continuous gradient.
Some reference was made in the Paper to the fact that the L.M.S. Railway,
which had been considering the use of the type of testing in question before
the war, were proposing to develop it by the use of electrically braked vehicles.
That was done not from any desire to make the tests more complicated or more
expensive, but because on that railway there was not a sufficient length
of level track, comparable with that to be found on the L.N.E.R., and also
because it was desired in the L.M.S. tests to bring in the question of coal
consumption, for which purpose it was felt that at least an hour's run would
be necessary, in order to stabilise conditions in the fire. An hour's test
at 70 to 80 m.p.h. meant a continuous run of more than that distance, and
on the L.M.S. there was no level or even continuous up-grade track of that
length; the best piece of track which could be found would include both up
and down gradients, and in those circumstances the problem of the regulation
of speed was likely to be very much more difficult than on the L.N.E.R. or
in the case of the tests carried out abroad. For that reason the electrical
method was decided upon, simply because it gave the assurance of very accurate
control under widely differing conditions of running resistance, He regretted
that it was not possible to give any comparable results of tests on the L.M.S"
for the units had only just been completed when the war broke out, and no
data were vet available,
The author had referred to Figs. 5 and 6 of the Paper as containing the most
important of the deductions made from the tests, and they did in fact confirm
in a nutshell the result of all the investigations made by M. Chapelon,
underlining the importance of freedom through steam ports and passages. It
would be interesting to hear from the author what practical steps were taken,
in view of the information so disclosed, in order to obviate on actual engines
the difficulties disclosed by the diagrams. In that respect the omissions
from the Paper were rather tantalising, because it was well known that the
L.N.E.R. had a number of locomotives with poppet valves, and it: would be
very interesting to hear whether those valves, with their separation of inlet
and exhaust events, and the possibility of better valve opening at early
cut-offs, had shown any signs of bringing- about the improvements which were
so much to be desired.
He was sorry also that the author did not show in the Paper what an actual
indicator diagram looked like when taken by the cathode-ray and photographic
method referred to in the Paper. It would be of particular interest to know
whether that method gave a diagram which corresponded exactly in its area
and characteristics with a diagram taken by an ordinary Crosby indicator
on the same engine under conditions where it was known that it could be fairly
accurate, as for example at slow speeds. If that could be shown it would
be a step forward, because he felt that while it was necessary to develop
and utilise the cathode-ray indicator to a much greater extent in future,
some form of comparison with the older type of diagram was desirable in order
to give confidence in its use for measuring power output.
A.F. Webber, (201) speaking as one who himself had
been engaged for some years on engineering research in industry, remarked
that his experience during those years entitled him to say that the work
disclosed in the Paper was engineering research work of the highest order.
Every credit was due to the author and his colleagues for the work which
they had done and for the successful conclusion to which they had brought
it.
Turning to some points of detail in the Paper, he did not think that the
author had fully explained the effect of the port opening. In the first diagiam
showing the drawbar pull against speed for different cut-offs (Fig. 4) there
was a certain trend going on up to and including the 35 per cent. cut-off,
in that the slope of the line was steadily steepening; but at 45 per cent.
cut-off there was a reversal of that trend. He understood that that was due
to the increasing port opening, but, if that was so, he would have expected
that it would become apparent gradually. Instead of that, up to and including
35 per cent. cut-off the port opening did not seem to influence the position,
the drawbar pull falling off with increasing steepness, while at q j per
cent. cut-off there was a sudden reversal of that trend. Fig. 5, which was
used to show the marked increase in drawbar horse-power when the cut-off
was increased from 15 per cent. to 25 per cent., was from one point of view
a little unfortunate, because it should be noted that the zero was not shown
on the diagram, the ordinates starting at zoo db.-1i.p. That had the effect
of exaggerating to the eye the difference in drawbar horse-power between
15 per cent. and 25 per cent. cut-off.
On page 182 of the Paper there mas a remark which seemed to require some
amplification. The author said: The pressure drop to the steam chest
will be proportional to the amount of steam take:> by the cylinders.
Strictly speaking, the word proportional, if it was not qualified,
meant directly proportional, whereas, in fact, the pressure drop would be
proportional to the square of the steam flow. He thought that a correction
should be made there, as otherwise readers might be led astray. Further,
one should be very careful about taking a system resistance as equivalent
to an orifice. The pressure drop across an orifice arose primarily from the
convI:rsion of a certain amount of pressure energy to kinetic energy. The
pressure drop across such a system as the regulator, superheater elements
and steam pipes was chiefly due to frictional resistance, and the characteristics
were not identical with those for the pressure-velocity conversion.
With regard to smokebox temperatures, although the point was, perhaps, not
strictly relevant to the main thesis of the Paper it would be interesting
to know whether any steps were taken to make traverses with a thermocouple
to ensure that the point finally selected for the test was an average temperature
in the smokebox, and also whether any tests had been made with a high-velocity
suction thermocouple to ascertain the effect on the ordinary sheathed couple
which he assumed, in the absence of any statement to the contrary, was used;
because such a couple, if of fairly large dimensions (5/8in.
or ¾-in. in diameter), would be very seriously affected, so far as the
temperature which it attained was concerned, by its surroundings, by which
he meant the front tube-plate of the boiler, which was approximately at
boiler-water temperature, and the rest of the smokebox shell, which was at
some temperature intermediate between the gas temperature inside it and the
air temperature outside. He had had some experience of that problem of gas
temperature measurement, and he thought that it was not an over-estimate
to say that in conditions which were roughly similar to those at present
in question the thermocouple reading might be 50°F. to 100°F.
lower than the true gas temperature.
A point which occurred to him as being of great importance if successful
steps were to be taken to overcome the difficulty at the inlet ports at early
cut-offs was the following. If the drawbar horse-power at 15 per cent. cut-off
was increased sufficiently to maintain constant drawbar pull, it would, of
course, mean a very great increase in the steam demand on the boiler. As
the cut-off would remain at 15 per cent., the exhaust pressure would presumably
remain more or less constant, and he would suggest that the repercussion
on boiler design would be very serious, because the boiler would have to
produce this increased quantity of steam without any help from increased
blast-pipe pressure.
A final comment, though a minor one and one even further removed from the
main thesis of the Paper, was that according to ordinary financial reasoning
a company was not, as the author seemed to suggest, insolvent if it could
not pay dividends to its shareholders, but only if it could not pay its debts.
D.R. Carling ((202-) (the only member of the author's
dynamometer car staff who was able to be present) said that to the main
description of the tests already given he could add very little, except to
say that the tests occupied about a fortnight on the line, and, due to the
traffic-passing on the line in question, it was usually possible to make
only one run in each direction daily. That was often a severe handicap. When
Professor Lomonossoff initiated constant speed testing in Russia in 1908,
his test trains were g iven equal priority with the Tsar's train, and all
ordinary traffic had to give way to them. It was improbable that such a position
would ever exist in this country, but possibly a little more help in that
direction might be received from the Traffic Department in future. The Paper
necessarily condensed into a small volume a large amount of work done in
the tests, and when one little point was shown on a graph with a small figure
against it, it meant that a great deal of work had gone into establishing
that figure from genuine data. Unfortunately they were not able to complete
their work on the indicators. They had just reached the tantalising stage
when they intended to photograph the screen and obtain some final results
when Hitler threw his spanner into the works, and any further work had to
be postponed. The same thing applied, of course, to any altera- tions in
design which might have been based on the results of the tests carried out.
There was no doubt that the slide shown by Mr. Poultney did indicate how
far in advance of all others the G.W.R. were at the date in question, and
the effect on design on the L.N.E.R. of the locomotive exchange between the
two railways was too well known to need detailed description. It was quite
true that it was extremely difficult to get larger valves of the ordinary
type into the space available in the British loading-gauge with three cylinders,
especially with the conventional British plate frame, and probably it would
become necessary to use entirely independent inlet and exhaust valves at
each end of the cylinder-either poppet valves, as Mr. Poultney suggested,
or independent piston valves , as used by M. Cossart on the former Northern
Railway of France.
. A point of considerable difficulty in dealing with the test equipment was
that the locomotive under test was housed in the ordinary engine sheds, and
all the apparatus hac! to be designed with that fact in mind, because one
never knew when one's carefully made indicator was going to receive a clout
from the shovel of ~ passing fireman, or when some similar mishap would occur
to other apparatus. All delicate equipment had to be dismantled every night.
When he had the honour of accompanying the author to France they had been
greatly impressed by the fact that for certain tests which were being done
there a large electric express locomotive was placed permanently at the service
of the experimental section, which was provided with adequate accommodation
for it, and only at times of great traffic activity was it returned to the
Traffic Department, as a favour. There could no doubt that an improvement
in the conditions under which tests were carried out would greatly simplify
the apparatus used, and probably the value of the results obtained would
far outweigh the cost of providing the equipment.
As a result of tests on a single locomotive class in Russia before the last
war, Professor Lornonossoff succeeded in saving annually about ten times
the total cost of his experimental depart- ment.
The difficulties in developing the new indicators had often been very
discouraging and it was due to Mr. Robsons persistence that so large a measure
of success had been attained. H. Holcroft (203-)said
the author had done the Institution a great service by describing the latest
form of locomotive testing, which is comparatively new to this country, although
it has been used on the Continent for some time past. It would be of interest
if the Author would give some indicator diagrams showing the action taking
place in the cylinders of the counter-pressure engine. If information of
that kind was available, it would be a valuable addition to the Paper.
While it simplifies the procedure and facilitated research by enabling constant
conditions to be maintained and unwanted variables eliminated the system
described in the Paper should not be regarded as seperseding all other tests.
there being at least five methods of testing locomotives. There was first
of all direct observation from the footplate in actual service, with or without
a measured coal and water over-all lest. That method was of value in assessing
the fitness of the design to carry out the intended duties, and it was purely
an operational test. Then there was testing by means of the dynamometer car
with a train attached, which recorded the actual work done: by the engine
over a particular route with a given load and speed. It was very difficult
to evaluate the dynamometer record accurately in this case because the inertia
effects of the locomotive on the -drawbar with varying speed added plus and
minus quantities to it which had to be allowed for, and it was not at all
easy to assess the correct amount of acceleration or deceleration taking
place at any moment. Then there were indicator trials, and these were run,
with or without coal consumption tests, when no dynamometer car was available.
The author had described the latest form of testing with the dynamometer
car and a braked load, and the advantage of that method, of course, was that
it was possible to get steady conditions of speed and so plot the results
more accurately and thereby determine what the engine would do under any
given circumstances. Finally, there was testing with stationary plant; and
that had some advantages where development was concerned, and some disadvantages.
For instance, the drawbar pull recorded was not the true reading which would
be obtained on the line, because the atmospheric and track resistance were
not present, and only the machine resistance was deducted from the indicated
horse-power, and, of course, there was the absence of the cooling effect
due to the passage of air over the hot surfaces of the engine. All five methods
have their particular merit in one direction or another, and they should
be regarded as being complementary rather than competitive.
He was very interested in what was said in the Paper with regard to the low
efficiency at 15 per cent. port opening, and would like to suggest to the
author the use of a piston valve of half the normal diameter and twice the
travel, which he thought should gi"l."e greater port efficiency. The greater
inertia forces set up by the acceleration of the valve would be largely balanced
by the lighter weight of the valve, so that the valve gear itself would not
be subjected to any more loading.
It had to be remembered that the 15 per cent. cut-off was only a nominal
figure, and the clearance volume in the cylinder modified its value very
considerably; ordinarily, IS per cent. nominal cut-off represented an expansion
rate of about 20 per cent. ; but here again at fast engine speed the diminishing
aperture in the closing phase of the valve while the piston was moving at
high velocity resulted in very little steam getting through approaching cut-off
point, and, as speed increased, this amount decreased, the cut-off really
becom- ing limited by the time factor rather than by the precise action of
the valve, so that a 15 per cent. cut-off became virtually 12 per cent. or
less with increasing speed.
The author also suggested the lengthening of the cut-off to 85 per cent.
to give greater starting effort, but' the difference in mean effective pressure
between 75 per cent. and 85 per cent. was scarcely appreciable, and one would
be using 10 per cent. more steam to little purpose. On the other hand, an
improved starting effort, i.e. the avoidance of dead centres, would be the
chief advantage; but, while that might be desirable in the U.S.A., where
there were long close-coupled trains with automatic couplers, and setting-back
at starting was to be avoided, it was scarcely needed in this country, where
there was usually sufficient elasticity in the drawgear for the engine with
a 75 per cent. maximum cut-off to be able to make enough angular movement
to open the second cylinder to steam. The longer travel required for an 85
per cent. maximum cut-off adversely affected the valve gear design and was
at the expense of the short cut-offs. The author suggested a reversion to
the two-cylinder engine and the lightening of the reciprocating parts; but
two-cylinder engines must have at least 40 per cent. to So per cent.
reciprocating balance if they are to run satisfactorily at speed, whereas
the latest multi- cylinder engines were without any reciprocating balance"
and there- fore with these engines the bridge stress diagrams recorded were
smooth parabolas as compared with the jagged saw-tooth diagrams obtained
with two-cylinder engines, and, because the bridge stresses were so much
lower, three or four-cylinder engines were allowed a higher static loading
on the wheels, and therefore had more adhesion than could be obtained with
a two-cylinder engine. The lightening of the reciprocating parts involved
the use of alloy steel, and that again raised difficulties, because the liability
to hair-cracks and so to fatigue-fractures was much greater, and also the
parts could not be handled by the shed staffs in the way that plain carbon
steel parts could be. If parts had to be sent to the works for attention
engines were held out of traffic so much longer.
Still on the question of reciprocating parts, he would like to suggest that
mass was actually beneficial in the short cut-oft's at high speed. With a
IS per cent. cut-off there was a large steam load at the beginning of the
stroke tailing off to very little at the end, whereas the reciprocating parts
by their inertia absorbed some of the steam pressure at the beginning of
the stroke and gave it out towards the end, with the result that there was
a very much more even turning moment at the crank shaft. It had been proved
by test on more than one occasion that the least internal resistance of an
engine coincided with evenness in the 'turning moment, and a point which
might very well be investigated by the new method of testing described in
the Paper was how to get the most beneficial weight of the reciprocating
parts in relation to the variation of pressure and cylinder diameter. Owing
to less internal friction with even turning moment, it did .not necessarily
follow that the maximum indicated horse-power or most economical point of
cut-off necessarilv coincided with maximum drawbar horse-power or most economical
production of power at the drawbar; it might be, for instance, that lengthening
the cut-off and easing the regulator would result in a more even turning
moment, and therefore an actual increase in drawbar horse-power or decrease
in steam consumption per drawbar horse-power hour.
In conclusion, he would like to support the views held by the author in regard
to the limited opportunity for engineers in executive positions to enter
into technical investigation under present circum- stances. With regard to
the remarks of Mr. Poultney on the Great \Vestern Railwav dvnarnorneter record
illustrated bv him, it should be pointed out that 'that exceptional result
was obtained with a well- designed Stephenson valve gear, and in his (the
speaker's) experi- ence the Stephenson valve gear could give much better
results than the \\' alschaerts , although the mechanical arrangement of
the latter made it preferable in modern locomotive design.
The President (O.V.S. Bulleid 206-), in closing the discussion,
said he had known the author for many years, and did not think there was
a better experimental engineer in the country. Another of the author's great
merits was that he had no hesitation in saying exactly what he thought.
Personally, the Paper had made him think a great deal, because he did not
like to have it said that locomotive engineers did not know so much about
the steam engine as they ought to know, and particularly that they could
not get steam into their cylinders. On thinking it over, however, he came
to the conclusion that there must be a mistake there, because locomotives
had been and were being built which ran very fast and pulled very hard; and
so he came to the conclusion that the author had forgotten two things: time,
and the inertia effects of'steam. The author did not pay enough regard to
the weight of the steam, but almost contemptuously disregarded the necessity
for large steam pipes and, above all, for large steam chest volumes immediately
adjacent to the valve opening, while concentrating on the peripheral measurements
of ports, based on extremely badly-designed ports with unnecessary bridges,
so getting a false picture. The author might also be wrong in not taking
into account the volume behind the piston and the rate at which that volume
was increasing; had he asked himself whether the steam would have anywhere
to go if he had a bigger port opening? M. Chapelon had stated definitely
that there was a good deal of illusion about the poppet valve with its separated
phases, and that what was of prime importance was the location of the piston
at any given moment; it was no use having big port openings to feed a volume
which did not require feeding, Personally, therefore, he thought that the
reason for the failure of the B.17 locomotive to develop higher horse-power
at 70 rn.p.h. should be looked for in other directions than a port opening
of the order of that in question. In his own practice, and with the dimensions
employed, he found that the steam had more time to fill the volume available
at 15 per cent. cut-off than at 25 per cent. cut-off. The point, therefore,
seemed to need considerably more explanation than it had so far had.
On the general question of testing locomotives, he had always been entertained
by the fact that in France there were two completely hostile schools. There
were the engineers in charge at Vitry, who were convinced that Vitry provided
the only way in which to carry out tests, and there was M. Chapelon, who
was quite certain that the results with the Vitry plant were most misleading
and deceptive. When, therefore, the testing plant at Rugby was finished,
the best thing would be to have Rugby plus the counter-pressure, and, probably
better still, the electric braking agent, complementary one to the other.
The author trod on very delicate ground in his reference to multi- cylinder
engines. The" Channel Packet" Pacifies, owing to weight restrictions, could
not have been built as two-cylinder engines. The benefit of the absence of
reciprocating balance was clearly shown on bridge tests, and he, was sure
that no two-cylinder engine had ever been designed which could give such
a smooth bridge deflexion curve. Another problem involved was that of the
piston load; there, would have to be a load on the piston of 45 tons, or
something of that order, and that would present a problem not easy of solution.
The author's indicator was extremely interesting, and it was a pity that
the war put a stop to the work, becauseit was not possible to be happy about
indicator diagrams at present, and if the author could produce a real indicator
diagram which would, at long last, show where the true point of cut-off was,
locomotive engineers would be extremely indebted to him.
Written contribution from Dr. G. V. Lomonossoff.
All methods of testing locomotives can be divided into two basic groups:-
( 1) Under service conditions, and,
(2) Under constant conditions;
and the latter into three sub-groups:
(2a) On the test plant.
(2b) On the track with an auxiliary locomotive
(or· the counter-pressure method), and -
(2c) With trains on very long grades.
Generally speaking tests (2) under constant conditions are much more costly
than those under service conditions (I). Consequently tests (2) can be justified
only in cases where the relation looked for cannot be established under service
conditions. But all relations presented by the author in his interesting
Paper can be and were established under service conditions by many experimenters.
As a matter of fact the measurements of speed, drawbar pull, temperatures,
vacuum and taking indicator diagrams require only a few
Journal No. 174
Parker, C.R. (Paper No. 442)
Some notes on experience with railcar oil engines in the Argentine (with
particular reference to repairs). 241-302; Journal No.
175: Disc.: 314-362.
First Ordinary General Meeting of the 1942/43 Session was held jointly
with the Diesel Engine Users Association in the hall of the Institution
of Mechanical Engineers, Storeys Gate, S.W.1, on Thursday, 5 November
1942, at 2.30 pm., Mr. O.V.S., Bulleid, President, occupying the chair and
supported by Mr. G. E. Windeler, President of the Diesel Engine Users
Association.
An extended abstract appeared in Loco
Rly Carr. Wagon Rev., 1942, 48, 201 under the heading: Diesel
Vehicle Repairs A consideration af the maintenance and repair methods of
diesel locomotives and railcars compared with those of steam locomotives
indicates that the life of either type of unit may be virtually unlimited.
It has not been uncommon practice to. glorify the performance of steam
locomotives 30, 40 and 50 years old, regardless of the fact that at such
an age there is little of the original locomotive left except the spaces
between the wheels. Similar methods may be applied to. the engines and mechanical
portions of diesel locomotives and railcars by routine renewals, and by
building-up through welding and by metal deposition.
This passible similarity of the methods applied to. steam and diesel power
an railways was not featured in the remarkably comprehensive paper an the
repair of railway oil engines on the Central Argentine Railway presented
recently by Mr. C. A. Parker, of that line, to the Diesel Engine Users'
Association, and read in London, on November 5, before a joint meeting of
that Association and the Institution of Locomotive Engineers. But that paper
did result. in an appreciation of the way and degree in which the proportions
of a maintenance-and-repair programme may vary. For example, with. the
Chicago-California and other long-distance diesel-powered trains in the United
States the travelling-fitter system and the work done during a few hours
of lie-over time at each end of the run, mean that say, 75 or 80 per cent.
of all maintenance and repair work comes under the heading of maintenance,
and that repair work "within the meaning of the Act" is undertaken only at
infrequent intervals. On the other hand, the method practised on the Central
Argentine Railway for the power plants of the 12 twin-car 640 b.h.p. Ganz
diesel sets incorporates the mmimum of shed work, and the running department
has teen relieved of the responsibility for engine maintenance except for
odd details, practically all of the necessary work being carried out in the
course of visits to the central repair shops. The claim is made that this
Central Argentme Railway practice in no way invalidates "preventive" maintenance
and repair, which is probably the key to the successful running af motive
pawer of all types. On the Central Argentine system the power plants are
taken to. the repair establishment for a light overhaul every 43,000 miles,
and for heavy repairs every 125,000/140,000 miles, and It is judged that
these mileages enable attention to be given to all the major and minor
constituents before they begin to give trouble either through excessive wear,
fatigue, or deterioration. Nevertheless, the extent to which the Central
Argentine Railway has relieved the running department of much minor work
and tuning-up the engines is greater than found on the majority of railways
owning diesel stock, and possibly the success with which this has been done
may be traced in a large measure to. the fact that these twin-car trains
are concentrated in one area and work an certain definite services without
variation. For mare widely-scattered vehicles it would seem that the shed
staffs would still have to. be entrusted with a greater proportion of the
total maintenance-and- repair work. These remarks, of course, apply to. medium
and large-sized railways, for an the smaller lines maintenance and repair
are usually undertaken in the same shed by the same men just as they happen
to be needed.
Although a certain amount of trouble has been experienced with the main
constituents of these oil engines an the Central Argentine Railwaythe
shopping periods, for instance, seem to be governed by the mileage which
can be expected before trouble is g;iven by the inverted main bearings bolted
to the light-alloy crankcaseMr. Parker's paper emphasised the feature
which has been found in practically all diesel railcars designed and built
from about 1937 onwards, and that is the great majority of failures booked
against the vehicles are not due to the engines or to the gearboxes themselves,
but to. the auxiliaries associated with those two main constituents, Many
of these troubles are trifling, and may result in the lass of only a few
minutes on schedule, or a day laid off. On the other hand, the consequential
damage resulting from the failure of a relatively unimportant part may be
great, and that is one of the principal reasons for the necessity of an immediate
advance in the standard of design and construction of all ancillary equipment.
Far too often the standards have been almost nonsensical, and if found in
conjunction with a conscientious running department officer who. books every
defect, however small, may give a totally incorrect impression as to what
modern diesel locomotives and railcars can do in the way of
performance.
Journal No. 176
Shields, T.H. ( Paper No. 443)
The evolution of locomotive valve gears. 368-448. Disc.: 448-60.
1944, 34, 260. 2 illus., 100 diagrs., 2 tables.
Bibliog.
The list of valve gears covered in this historical survey is very
extensive, but is not completely comprehensive. It includes several which
may not have been fitted to locomotives. Some gears for stationary engines
may have doubtful authenticity, such as the involvement of Humphrey Potter
(see Dendy Marshall in the discussion). The gears covered
included those by James Watt who had learnt German to be able to understand
Leupold's Theatrum Machinarum, William Murdock, William Symington,
Richard Trevithick and his locomotive. Before the application of engines
to locomotives and ships there had been little need to reverse. Engine, Cam
and Frame Gear, Stop Valve Gear, Narrow Cam and Ring, Cam and Box Gear, Loose
Eccentric, Carmichael's Gear, Bury's Gear, Gurney's Expansion Gear, Melling's
Gear, Bourne's Link Motion, Hawthorn's Gear, Gray's Expansion Gear, Drop
Hook Motion, Bury's Double Eccentric Gab Motion, Stephenson's Double Eccentric
Gear, Pauwel's Gab Motion, Stephenson's Gab Motion, Rodger's Link, U.S.A.
Gab Motion, Dodd's Wedge Motion, Dodd's Spiral Sleeve Gear, L. & S.W.
Rly. Gab Motion; Fenton's Sliding Eccentric Gear; Crampton's Valve Motion;
Eastwick's Sliding Block; Johnston's Reversing Valve; Hawthorn's Expansion
Gear; Gozenbach Expansion Gear; Meyer Expansion Gear; Routledge Expansion
Gear; Polonceau Expansion Gear, Guinotte Expansion Gear; Carbey Expansion
Gear; Longridge Expansion Gear; Nasmyth Expansion Gear; Forrester's Gear;
William's Link Motion; Howe's Link Motion; Howe-Stephenson Link ,Motion;
Solid Bar Link Motion; Link Motion, Dub's and Co; Link Motion, G.I.P. Rly;
Link Motion, L.M.S. Rly; Crampton's Locomotive Kinnaird.; intermediate
driving shaft loco.; Gooch Stationary Link Motion; Angele's Link Motion;
Walschaerts' Valve Motion; Heusinger Valve Motion; Walschaerts' Valve Motion
(GSWR version), LMS version, William Mason modification for application in
USA in 1875; Allan Straight Link as employed by Beyer-Peacock and on
LSWR; Stewart's Link Motion; Cam and Link Motion (U.S.A.); Taylor's Shifting
Eccentric; Von Landsee Link Motion; Hackworth's Radial Gear; F.C. Marshall's
Radial Gear; Bremme's Radial Gear; Brown's Valve Gear; Kitson's Valve Gear;
Morton's Valve Gear; Strong's Valve Gear; Joy's Valve Gear and as used on
LYR and by Andrew Barclay and Sons; Ouest Valve Gear; Southern Valve Gear;
J.T. Marshall's Gear; Bryce Douglas Valve Gear; Deeley's Cross Drive Gear;
Churchward's Cross Drive Gear; Young's Cross Drive Gear (U.S.A.); Beames
Walschaerts' Valve Gear; Stephenson-Molyneux System; Berthe Valve Gear; Baker
Valve Gear; Valve Gear developed by Andrew Barclay and Sons; Webb's Loose
Eccentric; Conjugated Valve Gear by Gresley and by Caledonian Railway; Poppet
Valve Gears: Durant-Lencauchez; Caprotti; and R.C. Type (A.L.E., Ltd.); Fluid
Pressure Gear-Meier-Mattern System; and Bulleid Radial Valve Gear.
Conclusion.
It will be generally accepted that for the period 1843-1910 the
Howe-Stephenson link motion was the most popular form of valve gear, although
the' Gooch, Allan and Joy gears were, each in their turn, keen rivals. From
1910 the Walschaerts gear gradually gained popularity. Perhaps in this country
this was due to the slow but sure decline of the inside cylinder locomotive,
in addition to larger types i-ntroduced. R.C. poppet valve gears may be the
future means of steam distribution in locomotive cylinders. How- ever, from
the maintenance aspect poppet valve gears will have difficulty in proving
superior to the present narrow ring, long travel piston valve actuated by
Walschaerts valve gear.
Discussion. 448
H. Holcroft (448) said that
a feature of all radial valve gears, and also of valve gears with a fixed
quadrant link, was that they gave constant lead; i.e. the amount of opening
at the beginning of the stroke remained constant, but the angle at which
the valve opened, of course, advanced with the notching up. In the case of
a shifting link eccentric gear such as the Stephenson or Allan straight link
motion, however, not only did the angle of advance increase with the notching
up but so too did the amount by which the valve was opened, i.e. they gave
variable lead. That was a most valuable asset of the Stephenson gear, in
that the valve was well open for early cut-offs at the beginning of the stroke;
and an engine with a Stephenson gear, if it was well designed, would give
a larger mean effective pressure and horse-power for the same size of cylinder
than other forms of gear operating reciprocating valves. By reduction of
lead in full gear it gave greater accelerating power from rest.
All valve gears which derived their motion from cranks or eccentrics or from
crossheads connected to .cranks produced an approximation to harmonic motion,
but it differed from the simple harmonic m that there were some minor harmonics
compounded with it.
A simple harmonic motion could only be produced from cranks by gears having
infinitely long rods, and in practical application the restricted length
of rods and their angularities gave rise to minor harmonics of which those
of any consequence were small in amplitude but of double the frequency of
the main harmonic and at a phase. of 90° to it, and these octaves had
the effect of introducing variations in the movement of the valve which might
be beneficial or otherwise. The length of connecting rod was another factor
entering into the case. The merit of a gear of any type depended on its
mechanical layout and proportions. There had always been a great deal of
controversy about which gear was the best from all points of view, but apart
from mechanical considerations there was little to choose between the numerous
designs described by the Author, because they all generated more or less
the same type of harmonic motion, notwithstanding wide differences in the
mechanism employed.
It was largely a question of the-survival of the fittest from the mechanical
aspect, simplicity, cheapness of construction, adaptability and freedom from
undue wear deciding the issue.
E.W. Marten (449)
described the Paper as a valuable record, in the form
of a connected story, of the development of and research on valve gears over
many years. He knew of no other publication, he said, in which so much
information on the subject had been so well presented. The Paper indicated
that a great deal of study had been given to the subject of steam distribution
in the locomotive cylinder, but it was of interest to observe that the inherent
disadvantage of the great majority of gears described was that they had fixed
valve events, and it was not until towards the end of the Paper and therefore
in comparatively recent years that one found efforts directed towards separating
the events so as to make admission independent and unrelated to exhaust.
No doubt the absence of competition from other forms of motive power partly
relieved the drive towards improving cylinder efficiency, and. after all,
the locomotive with a conventional type of valve gear did pull the train,
and reasonably well at that; but what of the future?
It was in the future that he himself was chiefly interested and he would
like .to ask whether the developme';t of the reciprocating steam locomotive
was to be prosecuted as vigorously as had that of, fo; example, the Diesel
engine, in which case the improvement of cylinder performance offered the
greatest scope, being that part of the locomotive where there was the greatest
thermal loss. "It was still a long way from the thermodynamic ideal obtainable
of a maximum of some 20 per cent. With the probable further increase in steam
pressures and superheat temperatures, if full advantage was to be taken of
greater expansive workingor, in other words, if maximum use was to
be made of the available heat drop in the steamit would seem that valve
gears of conventional type must eventually be displaced, particularly for
high-speed operation or where efficiency and economy in working were of
importance.
As an example of the difficulties encountered with the higher superheats,
he knew of one series of locomotives where it had been found that the temperature
of the superheat was such that the piston valve liners were badly scored
with the result that it had been necessary to blank off some of the superheater
elements. On the other hand, with those locomotives of the same class equipped
with poppet valves, the absence of this trouble made it possible to take
full advantage of the superior steam efficiency of high superheat. In discussing
the present Paper, he did not want to press too much the subject of the poppet
valve; but he was dealing with the future, and it was in that direction that
development would probably be found to lie.
There was a brief reference in the Paper to the Caprotti gear. It was certainly
the case that that gear was introduced in Italy about 1920, but the present
British-Caprotti gear was in many detail respects very different from the
original, and much had been and was being done in developing it to suit modern
conditions of working and to avoid difficulties of maintenance. He alluded
to that because of the Author's conclusion but he felt that provided it was
well designed and of simple construction, a poppet valve gear should stand
up to its work just as well as a conventional gearin fact a cam-operated
gear had much to its advantage on the score of maintenance because of its
precision nature.
According to the Paper it took 35 years for the Walschaerts gear to be applied
to a hundred or so locomotivesin other words, to become
establishedso at that rate there appeared to be a reasonable prospect
of the poppet valve gear becoming universal during the lifetime of many
presentassuming that the steam locomotive itself survived, which he
thought was questionable unless its efficiency was increased by more progressive
adoption of modern improvements.
W. Cyril WilIiams (450)
said the Paper was really an historical review and
although of indisputable and lasting value to the Journal and must have entailed
laborious research, no discussion was really invited. The Paper might have
encouraged discussion if the Author had given his views on present or future
valve gears. For instance, there was the Baker valve gear; about a week ago
he had met an eminent American engineer who had since returned to the United
States and asked him his opinion of this gear. His reply was: "You can cut
it out; it is slowly disappearing." Is that so? If so, why?
Reference was made in the Paper to the maintenance aspect of the use of poppet
valve gears, but the whole question of poppet valve gears would surely have
to be very thoroughly studied as the speed of locomotives increased. In this
connection he would like to mention that he had been most impressed, on a
visit to Algiers just before war broke out, at the performance of the express
Beyer-Garratt locomotives which were fitted with Cossart cam-operated vertical
piston valves of the Nord type. They had been at work for several years,
and ran with under 7 per cent. cut-off for more than one-third of the journey
between Algiers and Oran, which is a distance of 262 miles. When one shut
the regulator off one seemed to feel the whole engine leap forward, and high
speeds were main- tained for several miles with a remarkably slow drop. The
performance, whether at speed or on 1 in 40 grade was excellent and efficient.
He would admit that it was a " bag of tricks," but the interesting fact was
that at the time of the landing in North Africa 28 out of 30 engines of this
class with that gear were found working, although no spares had been received
for two years.
J.D. Rogers (451)
said the Paper was an encyclopaedia on valve gears of
the past, but personally, like Mr. Williams, he was more interested in the
valve gears of the future. He had been surprised to .learn how many valve
gears had been invented in America, but, strangely enough, the only two to
" get anywhere" had been invented on this side of the Atlanticthe
Stephenson and the Walschaerts. The Walschaerts gear was invented in 1844,
it was introduced in America by the B. & O.R.R. in 1904, and applied
to the first Mallet built there. In 1906, the railway on which he served
his time bought experimentally two engines fitted with this "new" gear. They
did not know a name for it, but called it the "monkey motion" because as
the engine ran it had the appearance of climbing or jumping. The beauty of
it to them was that it got away from the use of fixed eccentrics, and, in
spite of the many virtues of the Stephenson gear, it is of no use in America
to-day, because the speed of the very large eccentrics would be so great
that it would be impossible to lubricate them. The Walschaerts gear therefore
serves the purpose, and some of the largest and fastest engines in America
to-day, hauling the crack trains, are fitted with well-designed Walschaerts
gear and piston valves.
So far as his own recent investigations went, he did not find that with any
of the high-speed engines doing the maximum of 70 to 80 m.p.h, there had
been any great trouble with the lubrication of piston valves, and he was
surprised to hear that there had been trouble on this side of the Atlantic.
The valves used in America are sometimes 12 inches or 14 inches in diameter,
of light design, but it took a good deal of power to drive them, steam pressures
being 250-300 lbs. per sq. inch.
He had used the Baker gear, and many other types, including the Southern
gear with the fixed horizontal link; but that was just one that passed as
an experiment. In his time the principal objection to the Baker gear was
the pin connections, with fixed beanngs. These collected lost motion quicker
than Walschaerts gear, but now that it was on needle bearings it is doing
a better job. Some of his friends told him that it was good only for freight
and moderately fast passenger service, and that it did not give the distribution
which was desired at high speed.
As far as poppet valves are concerned, there are only a few engines in America,
built experimentally, which are using them. The Pennsylvania Railway has
had several engines fitted, and some of the other railways. The most intriguing
gear which had come under his observation is that fitted to the Merchant
Navy class locomotives of the Southern Railway. When he first looked at the
box and was told what was inside he was rather fearful that it might not
do the job, but since he has travelled. on the engine and seen the gear in
the shops, he has changed his mind. He wondered whether some gear of that
type was not the answer to the problem of driving piston
valvestransferring the motion from the axle to the three-throw crank,
which was, he thought, novel in valve gear construction.
K. Cantlie (452) said there
were only two points where he could add to the Paper in any way. One was
that the ouestanding locomotives to be fitted with the Allan straight link
motion were the L.N.W.R. Jumbos, which many people regarded as among the
most astonishing locomotives for their size ever built. The other was with
regard to the fitting of Dendy Marshall valves to the L.N.W.R. locomotive
No. 1361 Prospero. The valves did not follow the fitting of the engine
with four cylinders; the experiment was carried out to test Dendy Marshall
valves.
He felt that in some ways it was a pity that the Author would not go one
step further and indicate more fully than he had done why it was that the
hundred and one gears descnbed in the Paper failed in their various ways,
why they were not perpetuated. Some of them looked excelfent, but there must
have been some fault or flaw in them. At the present date it was probably
impossible to find out just what the trouble was, and in some cases, of course,
the cause of the trouble was obvious; but in certain cases it might be of
great interest if that information could be discovered. One curse of valve
gears lay in the up-and-down motion of the driving axle in the horns, and
that, if he might say so, had been found to be the trouble with the Southern
gear. Perhaps Rogers would agree with that. That also affected the Joy
gearnot seriously, perhaps, .but it could not have qeen a good effect
.. A difficulty with a cross-connected gear such as the Deeley, which looked
very fine on paper, was that it could not be worked on one. side, and if
one side went the arrangement failed completely. That was a very important
point which militated against cross-connected gears.
He thought it rather odd that the various types of flat valve, fitted with
an expansion valve above or below them, were not perpetuated. The introduction
of the link motion almost killed them, but before the link motion was introduced
there was a very good reason for their use, ia- order to obtain expansive
working of the steam. After the introduction of the Stephenson motion only
a few efforts were made to continue their use. For working at very short
cut-offs an expansion valve might have been worth the fitting, though history
appeared to indicate that that was not the case. It might appear that the
real reason was that the small steam pipes and small valve ports prevented
working at very short cut-offs, but if that was not the reason then there
should have been an advantage in putting in an expansion valve, because it
would allow of freer exhaust, which was the point behind the use of poppet
valves, etc. One had only to listen to locomotives passing to hear the very
large proportion in which the beat was definitely out; and, when it was
remembered that the beat had to be 10 per cent. out before one could hear
it, it would be realised that there was room for improvement. With the Prince
of Wales engines on the L.N.W.R., the driver used to be blamed for wire-drawing
the steam and working at half regulator until the engines were indicated
and it was found that with a boiler pressure of 175 lb. per sq. in. the pressure
in the cylinders was 170 lb. and the back pressure 220 lb. That was one reason
why the drivers did not like working with short cut-offs. The invention of
valve gears appeared to be rather like the indicated horse-power of a locomotive;
it rose very steeply when it started and gradually levelled off. After about
1860 it very much levelled off. That was an argument for the Stephenson and
the Walschaerts being good enough, but, as had already been said, he did
not think they would be good enough for the future.
F.L. Howard (453) said his shed experience
on the Southern Railway was that there was not a large amount of trouble
with valve gears. They had to deal with the Walschaerts gear in its normal
form and in the modified form on the 3-cylinder engines, and with the Stephenson
working with the straight shaft and also through the rocking shaft with piston
valves on superheater engines, and they did not meet with much trouble;
maintenance was yery light.
He did not think it could be said that the problem of lubrication had yet
been solved. The old-fashioned slide valve had been a very wonderful fitting,
and it gave good -perforrnance. They had a steam crane which had been in
service for forty years, and it still had the original cast iron slide valves,
and he did not think that they had worn 1/16th inch.
B.W. Anwell (454) said it seemed that a large number of people
had worked in a large number of different ways to try to attain the same
ends. It struck him that at the present time locomotive engineers were not
being original enough, but were being content with small modifications of
already well-established principles and not looking ahead as far as they
should. The type of valve used on the internal combustion engine withstood
terrific loads and temperatures continuously, and in view of that it seemed
that for locomotive work the poppet valve principle had not been sufficiently
developed. The poppet valve would appear to have a great future in front
of it, and if it proved possible to devise some improved method of controlling
the admission with the poppet valve they would be getting a little nearer
to the results which they sought to obtain. good deal more could obviously
be done on those lines with the development of alloy steels and other alloys
which the war had produced, and once locomotive engineers were able .to make
use of those materials they might be a little nearer the solution of their
problems. Mennwhile, the old, radial types of gear did seem to be doing their
job, and developments of them, and in particular the type used on the Merchant
Navy class on the Southern Railway, with the oil bath, meant a definite step
forward which would fill the gap until the poppet valve had been properly
developed. He hoped that the reasons for the failure of earlier types of
gear would be the subject of a Paper to the Institution in the
future.
A.J.L. Winchester (454)
said he had recently been reading a publication by C.G.
Wolfe which came out in the early years of the present century and described
the various forms of link motion. The three main forms were described in
detail, and in the case of the Allan straight link motion it was stated that
this gear, when properly designed, gave the best distribution of steam of
any gear so far used; and that would include what was practically the modern
form of the Walschaerts gear, but not the poppet gears. If the present Author
could throw a little light on that statement, and explain just what was meant
by " the best steam distribution," it would be of interest.
Bulleid (454-6) expressed his regret that it
had not been available twenty years ago. Searching through valve gears had
always been a tedious and difficult task, but there would now be available
in the Proceedings of the Institution a very concise and convenient history
of the development of valve gears. The earlier valve gears were efforts,
he thought, to· find a practical form of gear, and from the late 'eighties
[1880s] it might be said
As a matter of interest, he had compared the valve events of the first
"austerity" engine built on the Southern Railway with those of the second
"austerity" locomotive, produced by the Ministry of Supply. The Southern
Railway engine used the Stephenson gear; the Ministry of Supply used the
Walschaerts. When one looked at the figures, one had to admit that it was
quite immaterial whether one used the one or the other; the events' were
both good, both engines did the work for which they were designed, and both
stood up to their job. The Stephenson gear did not cause any trouble with
lubrication. It was piston ring trouble rather than gear trouble which was
generally experienced.
Going through the Paper, he could not help thinking of the past. He could
just remember the engine on the G.N.R. which was fitted with the Marshall
gear. He had been a youngster then, and at Doncaster they were all very
interested in the engine fitted with this new contraption. Why it was taken
off' he did not know; it was probably a case of " Here's a foreigner; kill
it! "
The next gem: which amused him was the Cossart gear on the Nord Railway of
France, which was not-mentioned in the Paper. On one occasion
when he happened to be in the Nord railway offices, he asked why anyone ever
invented that gear, and the answer was amusing. It appeared that the Nord
never found it necessary to borrow ideas from other people, and. so M. Cossart
was ordered, he believed by Baron Rothschild, to invent a valve gear. To
maintain the tradition of not copying. anything used anywhere else, therefore,
the Cossart valve gear was evolved, and it was a very good valve gear. On
one occasion Sir Nigel Gresley, who at one time had an unfortunate reputation
in France they called him the " Jonah," because whenever he travelled
by the boat train from Calais it was almost certain that something would
happen between Calais and Paris, and they even went so far as to suggest
that they would prefer him to travel via Le Havre was on the train
and the engine failed at Creil, and the train had to be taken on to Paris
by an 8-coupled tank engine fitted with the Cossart gear. He was very surprised
to run into Paris behind this suburban tank engine at about two minutes under
the normal time with a Pacific, and after that he was very interested in
the Cossart gear, its performance having been rather startling.
Everyone was interested in the poppet gears, but they did not seem to have
got as far as they should. They were certainly attractive, but there seemed
to be something about them which prevented them making progress; what it
was he did not pretend to know.
1944, 34, 260.
Corrections and additions were publshed in Journal 179 (p. 260); on page
379 it had been stated that Forrester locomotive of 1832 for the Liverpool
& Manchester Railway Swiftsure had four fixed eccentrics, but
it appears that it had Carmichael valve gear with one fixed eccentric (Loco.
Rly Carr. Rev., 1934 January). The locomotive Vauxhall of 1834
for the Dublin & Kingstown Railway had a four-fixed eccentric gear
(Engineer, 1983, 2 March). On page 401 comment on introduction of
Walschaerts into Britain failed to note Fairlie-type locomotive built by
Yorkshire Engine Co. in 1873 so fitted: locomotive sold to East & West
Junction Railway (later Stratford-on-Avon and Midland Junction Railway):
illustrated Loco. Rly Carr. Wagon Rev., 1911, Nov.). Another date
claim (p. 403) concerned "last locomotive" built with Allan Straight Link
Motion as being Dubs locomotive for Highland Railway in 1917, but Yorkshire
Engine Co. built two 0-6-0s so-fitted for Maryport & Carlisle Railway
in 1921. Additions: Younghusband valve gear tried on five NER passenger
locomotives in 1897. Riekie valve gear (a modified version of Walschaerts
gear) was tried on Caledonian Railway by McIntosh
(illustrated in Paper 194)
Written cotributions
E. S. Cox (456-):
One cannot but marvel at the ingenuity displayed over
the past 100 years in the devising of nearly as many different forms of
locomotive valve gears. Leaving on one side the older types no longer in
use, even the more modern existing forms are subjected to numerous variations,
most of which seem to have been prompted by a theoretical rather than a practical
approach. Any of the basic modern valve gears, Stephenson, Walschaerts or
cam-driven poppet valve gear can be made to produce effective and economical
steam, distribution, granted correctly designed ports and passages, steam
tight valves, and selection of the right valve events. While on paper it
is possible to split hairs on the relative advantages of these gears from
the distribution point of view, when fitted to engines and in daily service,
'no one is distin- guishable above the others. As an example, the G.W. have
produced long lap valve events with Stephenson gear, and it would be a bold
man who could claim that a Hall class engine so fitted was more or less effective
by virtue of its valve gear than an L.M.S. Class 5, mixed traffic engine
with Walschaerts gear. Then again, there are a number of examples of the
same class of engine fitted with both Walschaerts and poppet valve gears.
Where the old gear did not allow the steam to be used expansively and gave
rise to undue compression, and where the poppet gear was associated with
improved passages and valve events, the latter, of course, showed up well.
But where conditions are comparable no such clear advantage is to be seen.
Most careful dynamometer car tests were made with the L.M.S. Standard 2-6-0
engines so fitted, and no difference in coal or water consumption could be
discerned. Although both versions of this engine continue in active service
there is still absolutely nothing to distinguish between them in this respect.
This verdict applies, of course, only to our present normal methods of designing
and working engines. Where future accelerations demand super-power outputs.
in conjunction with higher steam temperatures and pressures, then the finer
points of distribution come into their own and tests on stationary plant
may indicate a clear advantage of one gear over the other. But that is of
the future so far as this country is concerned and for the present the case
is, to say the least of it, not proven.
The most important present factor is, therefore, that 'of maintenance, and
on this basis the Walschaerts gear is outstanding. There are 11 points of
wear on an outside gear, all but two, those between curved link and block,
and between valve rod and lifting block, being simple pin and bush assemblies.
Moreover the arrangement of the leverages on this gear is such that cumulative
wear at all but one of the pins is actually reduced in magnitude by the time
it reaches the valve itself. This gives the great practical advantage that
a really run down gear only affects the distribution in a relatively small
degree.
Few parts of the locomotive give so little trouble in service or are so cheap
and easy to repair as the Walschaerts valve gear. Changing a few bushes and
a pin or two at each 50,000-60,000 mile shop repair is all that is required,
while re-grinding of the curved and valve rod links is rarely necessary under
250,000 miles. In an endeavour to .reduce even this small amount of maintenance,
needle roller bearings have been recently introduced. They have not, however,
so far produced any improved results because of the very difficult problem
of sealing them against water and dust, within the small dimensional clearances
which are possible.
It is just because the straightforward Walschaerts gear is so good that one
marvels at the continuous efforts to supplant it, and far more effort and
ingenuity seems to be exerted in this direction than towards other items
of locomotive design which give infinitely more trouble, such, for example,
as cracked plate frames and hot coupled axle boxes.
Reference is made in the Paper to conjugated gears for operating the inside
cylinder of a 3-cylinder engine. The best known of these adds 8 pin joints
to the existing two outside gears as against 8 pin joints plus two sets of
sliding surfaces plus one eccentric if a full third Walschaerts gear had
been employed. But a few lines set out on paper will show that the leverage
of the 2 to 1 arrangement is such that a wear of x inches at the pins attached
to the outside valve spindles becomes 3x 'inches of lost motion by the time
the inside valve is reached and in addition, in the more usual form with
the 2 to 1 levers in front of the cylinders expansion of the valve spindle
where it passes through the steam chests is also multiplied by 3 by the time
the conjugated motion reaches the centre valve. From a practical point of
view, therefore, there is little which can be said in favour of such an
arrangement. Where it involves some 14 pin bearings, as in the Caledonian
Railway arrangement shown in Fig. 93, it ceases to be a practical proposition
at all, and the four engines so fitted were notably unsuccessful. Tendency
all over the world is to give 3-cylinder engines three independent gears.
C.F. Dendy Marshall (458) wrote to say that the
story about Humphrey Potter on Page 371 was now disbelieved by competent
historians. See Dickinson's Short
History of the Steam Engine (1939), p. 41. Page 392. It is quite
true that American writers claim the invention of the link motion for W.
T. James in 1832. But it may be added that there is no satisfactory contemporary
evidence to support the claim. Page 408. Hackworth valve gear.
For many years he had been of the opinion that a form of that gear, properly
designed, was most suitable for locomotives: But very few people fully understood
it. Except on some agricultural engines, the eccentric rod had always been
guided either by a radius rod, the length -of which would be limited by
considerations of space, or by a block with a straight slot. By employing
a curved slot (the radius of which was much too long for a radius rod), the
serious irregularities of the gear could be almost completely eliminated.
These irregularities in its ordinary form were so great that marine engines
fitted with it had even been made with double ports at one end of the cylinder
in an attempt to cope with the situation. They were due to the obliquity
of the eccentric rod, which was at a maximum jn full gear and practically
vanished in central gear, and to that of the rod running to the valve, which
was very nearly the same in all gears. The irregularities in the distribution
of all the gears of this type which had so far appeared were mainly due to
the fact that the eccentric rod lay at right angles to the central line of
the engine, and therefore had to be very short. In The Engineer for
20 June 1913, he published a description and full analysis of a gear
with the eccentric rod lying along the' engine, at an angle of about 10°
below the horizontal, with the end (beyond the block) connected to a bell
crank, the other arm of which drove the valve. The eccentric rod was 7 feet
long, which made its obliquity negligible; only leaving that of the link
to the bell crank to be dealt with, which was done by curving the slot in
the block to a radius of 3 ft. 6 ins. The arrangement was not altogether
unlike that used afterwards in the Southern valve gear (Fig. 78), but in
that case a radius rod was used, which could not be made long enough to give
the required correction. An attempt was made in that direction by altering
the angle of the bell crank from its natural value, but that expedient was
only a palliative.
A few months ago it was stated in an article in the Railway Magazine
that Engine No. 1850 on the Southern Railway was fitted with his valve gear,
which was unsuccessful and was removed. The truth of the matter was that
the gear tried on that engine was the invention of another Mr. Marshall.
Page 431. He asked to be allowed to add a short supplement to Mr. Shield's
reference to his 4-cylinder system. It was far from being the failure that
it might have been inferred to be from the fact that it was only used once.
The Prospero, originally built in 1907, ran for many years after having
been converted to his system in 1915, without alteration. A report from the
company, dated August, 1920, gave the coal consumption as 62.7 lb. per mile,
and the average 'mileage between repairs in shops as 58,365; whereas the
average figures for 49 similar engines not converted was 68.1 and 46,666.
(Incidentally, there was an argument in favour of 4- cylinder engines.)
Nevertheless, after the death of Mr. Bowen Cooke, the authorities decided
not to give the system another trial.
Author's reply. 459
With reference. to remarks of Mr. Marten, he agreed that there was
room for greater research being made with valve gears. Unfortunately his
own practical experience was confined to Stephenson, Allan and Walschaerts
gears. He also agreed with the President that working to fine limits in
locomotive motion construction was asking for trouble; clearances on moving
parts required to be ample to avoid heating.
In actual operation there was little difference between the Stephenson and
Allan gears; both did their work satisfactorily and gave little or no trouble.,
Lt.-Col. Cantlie remarked on the reasons that the various gears were not
perpetuated. Each new gear in Its turn claimed some improvement over preceding
gears, a claim that was generally not upheld in actual practice. To keep
the Paper within reasonable limits only the transition from one gear to another
was followed. The step from the early tappet gear to the loose reversing
eccentric was a big advance in its time. The chief rival of the loose eccentric
being the double-ended lever using one fixed eccentric. The coming of the
double eccentric gab motion followed by the introduction of valve lap proved
another advance in steam distribution. Shortly before the advent of the link
motion the separate cut-off valve still further economised the steam consumption,
however, at least in this country, the link motion superseded separate expansion
or cut-off valves. Mr. H. Holcroft mentioned the advantages of the Stephenson
gear. It has been claimed that the Walschaerts gear with its constant lead
was a benefit. However, he was inclined to favour the Stephenson gear WIth
its increasing lead toward mid-gear. A locomotive with a large amount of
lead in full-gear was tardy at starting, and with the .Walschaerts gear a
satisfactory lead must be fixed upon to. suit running conditions. The impetus
to the Walschaerts gear since the first decade. of the present century had
been chiefly due to structural considerations and the necessity of employing
large eccentrics with Stephenson's gear, to operate modern long travel piston
valves.
In reply to Mr. A. J. L. Winchester, the best steam distribution, in his
opinion, would be that giving the nearest approximate to the theoretical
indicator diagram. That would necessitate °a valve motion giving quick
admission and cut-off in addition to full port opening from point of release
to a constant point of compression. No reciprocating valve motion had yet
attained that end. The modern poppet valve gears with only the events of
admission and expansion variable and independent exhaust valve 'events was
a move towards that ideal.
The President asked why the valve ellipse of the Baker gear was given in
the Paper to the exclusion of all others; that was due to t hc Baker gear,
as illustrated, being the most recent gear built in this country to which
the valve ellipse was available. As regards the modern piston valve, that
gave little trouble, and with proper attention to lubrication, engines usually
ran between shopping periods without attention, running from 50,000 to 70,000
miles. In reply to Mr. Dendy Marshall, the legend of Humphrey Potter was
as probably untrue as otherwise, nevertheless one would like to believe the
story of the boy playing on the engine room floor, while his engine was
faithfully performing its duty with its sticks and strings, the valves opening
and closing by the automatic action of engine, giving the first valve motion.
Mr. E. S. ·Cox referred to the elasticity of the levers in the conjugate
valve gear applied to the inside cylinder of 3-cylinder locomotives. Trouble
was experienced with the valve motion a given in Fig. 93, and subsequently
a dash pot, as shown in Fig. 102,