The Railwayana Page

 

 

Technical stuff

 

           

It is not easy to track down material covering Technical matters for steam locomotives in understandable layman terms, and this page is intended to cover some areas of interest. A major factor in my interest in this area is the rather unusual development of steam locos in the UK compared with what in many cases are almost universal practices elsewhere. Further items may be added from time to time.

 

1. Self Cleaning Smokeboxes

2. Valve Gears

3. Trailing Trucks

            Self-Cleaning smokeboxes

At many UK railwayana auctions, an example of the familiar "SC" plate is available. These plates fitted behind the shedcode plate on the smokebox door of locos fitted with self-cleaning smokeboxes. But what is a "self-cleaning smokebox"?

 

Like much steam loco technology e.g. bar frames, steam reverse, adjustable wedges etc, the self-cleaning smokebox was pretty standard across the world apart from the UK. The self-cleaning box did exactly what the name suggests - the ash and char that accumulated in a non-fitted box was expelled up the chimney in a self-cleaning box. There are two main features of the system: 

 

a system of plates which require the gases from the flue tubes to be sucked forward along the lower part of the box before reversing direction to mix with the exhaust steam being ejected from the blastpipe, and which help shatter the ash into smaller pieces; and

a spark arresting screen which restricts larger particles from being exhausted, and which remain in the agitated gas flow until they are small enough to pass through.

 

I attach two diagrams which hopefully illustrate how the self-cleaning smokebox works:

 

jf_smokebox.jpg (372419 bytes)

Sketch of a Chinese JF smokebox. The vertical screens with handles to facilitate removal, marked 1, present a blank wall to gases passing through the flue tubes. This has the effect of a. shattering the ash particles and b. forcing them to pass under the horizontal plate surrounding the blastpipe. The short sloping plate 3 prevents the gases taking a direct route into the base of the chimney and give a further shattering opportunity. The gas flow thus scours the lower part of the box immediately behind the door. Particles too big to pass through the spark arrestor screen fall back and one can imagine that when working, the whole lower part of the box is seething with suspended particles which eventually become small enough to pass through the mesh,

js_smokebox.jpg (236719 bytes)

Elevation of a Chinese JS smokebox, showing the same plates. The device ahead of the chimney is a feedwater heater and that behind is the regulator which is fed by an external steam pipe from the dome. The Chinese term for the self-cleaning system is "spark pulverizing device".

The smokebox front open on SY 1470 at Baiyin, Gansu province, China, March 2008. The standard American style smokebox has a small central door, which is presumably not designed to be opened very often as it is fastened by numerous dogs around the circumference. The superheater tubes, the baffle plates behind the blast pipe and the LHS panel of the self cleaning screen show up well.

 

An obvious drawback of a self cleaning box is the necessity to dismantle the screens to access the tubeplate, but presumably this is outweighed by the elimination of the need to clean the smokebox at the end of each trip. 

  

 

Valve Gears

 

This is not intended to be a comprehensive treatise nor unduly technical, just a few observations based on a few photos.

 

Southern valve gear

 

This is a bit recherche. Southern is uncommon to say the least, and NSWGR K1353 class 2-8-0 5595 must be one of a very small number of extant locos with this.

thirlmere_5595_11mar07.jpg (45448 bytes)

Southern valve gear on 5595 at the railway museum at Thirlmere, NSW.

Southern valve gear was invented by William Sherman Brown of the Southern Railway in the USA, and it was first used in 1913. 

Conjugated drive for three cylinders

 

The most famous of the designs to derive a drive to the valve of a third cylinder is the Gresley gear as used on A3s, A4s and V2s. However, it was also used elsewhere, for example on the Baldwin Pacifics in Thailand and the  D57 4-8-2s in NSW. The problem with deriving a drive to the third cylinder is that it is 120o out of synch, compared with the derived drive for, say, a four cylinder LMS Coronation or GWR King, wherein the drive for respectively the inside and outside cylinders was 180o out of synch and thus could be easily transmitted.

 

thirlmere_5711_11mar07.jpg (58224 bytes)

D57 5711 at Thirlmere NSW. No modesty panel as for an A3 and what appears to be an unnecessarily massive rocking lever or sway beam. No wonder the less agriculturally minded engineers turned to rotary cam gear.

 

"Heavy Harry", the solitary H Class 4-8-4 of the Victorian Railways had a more elegant solution, taking the drive from the combination lever one each side back to two transverse shafts whose motion was combined.

williamstown_h220_4apr07.jpg (48475 bytes)

RHS of Heavy Harry showing the drive to the long "conjugate shaft".

williamstown_h220_4apr07_3.jpg (38236 bytes)

LHS. The drive to the short conjugate shaft. The combined motion of the two shafts gives the correct phasing.

 

Walschaerts

 

Walschaerts needs no introduction. Most piston valve locos with Walschaerts gear have inside admission, i.e. the steam is admitted between the valve heads.

 

thirlmere_3820_11mar07.jpg (50699 bytes)

Close-up of NSWGR Pacific 3820 at Thirlmere. Notice that the radius rod joins the combination lever above the valve spindle. For an outside admission loco such as a BR Southern Region "Merchant Navy", the radius rod connects below the valve spindle. The Class 38s had a "stirrup" hanging down from the rear of the slide bars, which would contain the connecting rod if the little end pin broke. This was also a common feature of South African locos.

xiamen_oct92_qj_detail.jpg (53125 bytes)

Chinese QJ. This is in full forward gear - notice the radius rod is in the bottom of the expansion link. Also note that the return crank follows the crank by 90o. For an outside admission loco, the return crank leads.  

 

 

 

Trailing Trucks

 

Cole type

 

My interest in this area was inspired by trying to understand what seems to be a fairly common arrangement for trailing trucks on locos outside the UK and can be seen for instance on a South African 19D 4-8-2 or a Chinese SY 2-8-2 or some SNCF 141Rs. This is known as the "Cole" type and was used extensively by ALCO (as distinct from Baldwin which used a variation known as the "Hodges" type). In the UK, trailing trucks were not that common on tender locos -  there were very few 2-8-2, no 4-8-2, and not that many Pacifics really. The LNER Pacifics and V2s 2-6-2s have the unusual "Cartazzi" arrangement, whereby the trailing wheel axleboxes slide in horns in rigid frames machined to a radius around a notional centre point. The Princesses and Duchesses had a bissel truck, which is largely hidden by the outside frame of the bifurcated trailing mainframes, with weight transferred through brackets bolted to the truck frame above each axlebox.


What particularly intrigued me in the Cole type was the purpose of the prominent "tray" (more technically known as the "yoke" or "saddle"). It is not immediately apparent but the yoke is fastened to the trailing frames and pivoted in a horizontal axis. Its purpose seems to be to secure the leaf spring from lateral movement. Note that in this arrangement, the weight of the loco is transmitted to the trailing wheels through leaf springs bearing on extended outside axlebox top surfaces. In service, there will be some lateral movement of the truck and the contact face at the bottom of the leaf spring will slide over the rubbing face. However, one can assume that leaf springs do not like lateral forces, thus the yoke secures the spring in approximately a normal position.

 

sy_trailing_truck.jpg (100968 bytes)

SY trailing truck, clearly showing the yoke. Note the equalising beam which connects the front spring hanger to the rear hanger of the rear driving wheel set. The other end of the spring is hung from a bracket attached to the rear frames. Note the general flimsy design.

trailing_truck.jpg (71434 bytes)

Drawing of Cole type trailing truck as fitted to Chinese SY, SL, RM, JF, JS etc. Note here and above, there are no horn guides for the axlebox, which is effectively part of the rather flimsy-looking frame. Although not clear in the drawing, the side control arrangement is widely used: you can find something similar under the back end of an LMS Duchess (in fact the Duchesses had two of these side control units, presumably as sufficiently large springs for a single unit could not fit in the restricted space).

 

Delta truck

 

A trailing frame design that was common in the rest of the world finally caught on in the UK with the Bulleid Pacifics, 46256/7 and then the BR Standard Pacifics, with separate thick narrowly spaced main frame extensions supporting the back end of the loco with a cast (or fabricated in some cases?) "delta" truck. UK locos of course generally lacked equalisation on the coupled wheels ("Lode Star" in the NRM is a notable exception), so the equalising bars are absent compared with overseas locos.

 

 

 

Robin J Gibbons

Hong Kong

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April 28, 2010