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Why no Berkshires in the West?

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Why no Berkshires in the West?
Posted by De Luxe on Wednesday, October 8, 2014 2:52 PM

I always wondered why there were no Berkshires operating in the West except the 15 Berkshires that were newly built for the Santa Fe and the few Boston & Maine Berkshires the Santa Fe and Southern Pacific purchased second hand from that road. Why was the 2-8-4 wheel arrangement so unpopular in the west?

By the way: Can anyone tell me in which areas on the system Santa Fe´s 1927 built Berkshires operated? I still couldn´t find any information about this on the internet so it would be interesting for me to know wether they operated "only" in the midwest like Illinois, Missourri, Kansas and Oklahoma or out in the "real" west/southwest like Texas, Colorado, New Mexico, Arizona and California.

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Posted by CAZEPHYR on Wednesday, October 8, 2014 3:11 PM

The Santa Fe Berkshires ran from Chicago to Kansas City when new and worked this assignment until the late 1948 era according to the books on the SF.   They were built as coal fired and later converted to Oil fired and finished out their service on lessor lines in Texas and Oklahoma.

They had 63" drivers.      

AB.

 

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Posted by NorthWest on Wednesday, October 8, 2014 5:22 PM

Western railroads had wider curves, and thus they could fit larger locomotives. 2-10-4s and 2-10-2s were common. Also, the loading gauge was larger, so simple articulateds could fit, where they could not many places in the East. Grades also tend to be a bigger factor in the West.    

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Posted by West Coast S on Wednesday, October 8, 2014 7:39 PM

Actually, SP was satisfied with the war baby berks it aquired once the coffin feedwater heater was replaced with the BL system and all were subsquently converted to oil by means of salvaged whale back tenders which permitted operation anywhere on the system. 

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Posted by AltonFan on Thursday, October 9, 2014 10:39 AM

Another consideration:  the Berkshire type came into use in the late 1920s, just as the nation was about to plunge into the Depression.  A number of railroads had to put new power on hold.  Diesels were also on the rise, and the western sates included a lot of places where the was little water, or the water was unsuitable for steam operations.

The Alton borrowed an ATSF Berk for some tests and began planning to build a fleet of Berks for the line to Kansas City to replace double-headed 2-8-0s.  The Depression hit, traffic on the Kansas City line declined, and when WWII ended, the GM&O merged the Alton and commenced dieselization.

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Posted by daveklepper on Thursday, October 9, 2014 12:40 PM

also, although many Berkshires were occasionally, but successfully, used in passenger service, it was  primarily a freight locomotive.   

For a bit more cash, a four-wheel pilot truck, gave the major western railroads the dual sevice 4-8-4. which was better suited to their operational requirements.

Even back east, the C&O had their 4-8-4's in addition to 2-8-4's.

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Posted by CSSHEGEWISCH on Friday, October 10, 2014 10:07 AM

I'm not absolutely sure of this, but it appears that once you got beyond the Van Sweringen railroads (NKP, C&O, PM, Erie), Berkshires weren't that common at all.  L&N had 2-8-4's (M-1's) but they were pretty much restricted to coal country.  C&NW also had Berkshires but they were too heavy for much of the system and were used mostly in coal drags out of central Illinois.

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Posted by De Luxe on Friday, October 10, 2014 1:53 PM

Thanks everybody for your answers. I like this wheel arrangement a lot but now I see that it´s not hard to understand why it wasn´t much needed out in the west.

CAZEPHYR
They were built as coal fired and later converted to Oil fired

Interesting info! Can you maybe tell me the exact year when the Santa Fe Berks have been converted from coal to oil burning?

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Posted by MidlandMike on Friday, October 10, 2014 10:05 PM

CSSHEGEWISCH

I'm not absolutely sure of this, but it appears that once you got beyond the Van Sweringen railroads (NKP, C&O, PM, Erie), Berkshires weren't that common at all.  L&N had 2-8-4's (M-1's) but they were pretty much restricted to coal country.  C&NW also had Berkshires but they were too heavy for much of the system and were used mostly in coal drags out of central Illinois.

The B&A (first RR to own, and name the Berkshires) had 55 of them.  P&LE also had a handful (last steam engines Alco produced)

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Posted by ACY Tom on Friday, October 10, 2014 11:51 PM

E.D. Worley's book Iron Horses of the Santa Fe Trail has photos of AT&SF 2-8-4's 4101 and 4102 as coal burners at Kansas City in 1949 and 1947 respectively.   No. 4110 is shown at Slaton, TX as an oil burner in 1953.  Worley says all engines in the class had been converted by 1953.  Most were retired in 1954, with 4109 and 4110 lasting until February of 1955.

Worley does not mention conversion of any of the ex-B&M 2-8-4's to oil firing.  The implication is that they were used on Santa Fe's easternmost lines where coal was the standard fuel.  Six of the seven ex-B&M engines were retired in October and November of 1949.  The last one, AT&SF number 4197, had been extensively rebuilt at the Topeka Shops in 1947, and lasted until August of 1954.

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Posted by ACY Tom on Saturday, October 11, 2014 12:03 AM

MoPac's Berkshires were all converted to 4-8-4's.

Other roads gave some consideration to the 2-8-4 wheel arrangement.  B&O is said to have worked on plans for a 2-8-4 that would have essentially been a Q-1 or Q-4 2-8-2 with 64" drivers, a larger firebox, and a four wheel trailing truck.  Those low drivers and the smallish boiler would possibly have prevented the design from achieving the success of larger purpose-built Berkshires. \

Tom

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Posted by AltonFan on Saturday, October 11, 2014 3:26 PM
I thought I read somewhere that L&N originally was looking at 4-8-4s, but found they would have had to rebuild too many turntables to accomodate them. So berkshires it was!

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Posted by wabash2800 on Wednesday, October 22, 2014 4:14 PM
It's my understanding that the P&LE Berks were a failure; the P&LE didn't want them and they were built rather late. I believe they worked their last miles on the Big Four, where much of the last NYC steam ended up. If you look at them, they didn't really resemble a Berk seen on other roads and were rather ungainly looking. Victor A. Baird www.erstwhilepublications.com
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Posted by ACY Tom on Thursday, October 23, 2014 11:44 AM

It may be too much to say the P&LE Berkshires were a failure.  But they had small 63" drivers, so they probably didn't move over the road as quickly as many other Berkshires.  I think of them as Mikados with more boiler and firebox than they needed.  It's questionable whether P&LE or anybody else could have found a suitable service for this particular design.

Tom

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Posted by daveklepper on Thursday, October 23, 2014 1:08 PM

in a sense, the answer to the question posed by the thread's title might be answered by another question:

Whyso few Texas types in the east?

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Posted by rcdrye on Thursday, October 23, 2014 1:57 PM

The most eastern Texas types, Central Vermont's 700 class, were smaller than many Berkshires.  CV had to keep them north of Brattleboro VT.

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Posted by ACY Tom on Thursday, October 23, 2014 4:01 PM

So can we say the quick all-purpose answer is size?  If you wanted a high-performance 8-drivered steam loco, your first choice was a 4-8-4.  That worked in the West and in some areas of the East.  But if you were operating an older Eastern railroad with tight clearances and limited turntable length, you would go for a 2-8-4 or 4-8-2.

Lots of specific exceptions, but it's a general rule I can live with.

Tom

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Posted by rfpjohn on Friday, October 24, 2014 4:22 AM
PRR and C&O both had large, successful fleets of 2-10-4s.
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Posted by daveklepper on Friday, October 24, 2014 5:56 AM

They were very successful but not that large as far as numbers go.  The Central Vermont also had a few, the largest and most powerful steam in New England. The PRR had about tenn times the number of plodding 2-10-0 as 2-10-4's.   The C&O also had Berkshires, and about five times the number of 2-8-2's.

Undoubtadly, without diesilization, there would have been more 2-10-4.

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Posted by ACY Tom on Friday, October 24, 2014 8:30 AM

The numbers aren't quite what you suggest, Dave.

The C. V. 2-10-4's were indeed the largest steam in New England, but they were still rather small in comparison with other 2-10-4's.  David Morgan, in Steam's Finest Hour says they were more like elongated 2-10-2's.

PRR had 598 Decapods and 125 Texas types, so the ratio was more like 4.8 to 1 ---- not 10 to 1.  The PRR's J1/J1a classes comprised the largest 2-10-4 fleet in North America, and possibly in the world.

C&O had 40 T-1 2-10-4's and loved them.  The 60 H-8 Allegheny 2-6-6-6 engines were designed by expanding the 2-10-4 in all dimensions.  If they hadn't done that, it makes sense to imagine that they would have bought more T-1's.  PRR used the same basic design for the J's.

C&O and PRR were among the few Eastern roads whose clearances allowed such engines as the PRR J's, C&O T-1's, and C&O H-8's.

As for C&O's Kanawhas, they were used as big and fast utility engines on the C&O.  C&O's 160 (or so) Mikados were placed in classes K-1, K-2, and K-3.  The 90 Kanawhas continued in the Mikado tradition and were classed K-4. (Note: there were additional Mikes and Berks acquired with other roads: I'm only including the major native C&O classes here.)

So it still comes down to size and clearances.  PRR and C&O were among the few Eastern roads where a big Super Power 2-10-4 would fit.

Tom

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Posted by daveklepper on Saturday, October 25, 2014 8:12 PM

Appreciate the correction.  And the CV's 2-10-4's were the most powerful steam in New England, but not the most powerful locomotives.  That honor goes to the NYNH&H  EF-3 and EF-3a, the latter with steam boilders, which were 11,000V ac electrics, without dc capability, handled freights without assitance on the Hell Gate Bridge, as welll as most passenger trains into PennStation, more powerfull than the GG-1, and a lot more pleasant for the engineer.  Like the GG-1, EP-3, and EP-4, 4-6-6-4, or 2-C-C-2.

But regarding the PRR numbers, are not you counting just the I-10's and not the earlier classes?

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Posted by rfpjohn on Saturday, October 25, 2014 10:48 PM
598 is the right number for Pennsy decapods. Classes I1s and I1sa were the only two classes. PRR also had 190 N1 and N2 2-10-2s. Getting back to the Berkshires, RF&P had 10 2-8-4s delivered during the war. They were not as well liked by the crews as their fleet of 4-8-4s (NOT northerns!) The old heads I worked with mentioned displeasure with the Baker valve gear and rougher ride. 69" drivers may have made them a little slow, though NKP certainly got plenty of speed out of similar engines! The article in Classic Trains about the P&LE Berks spoke favorably of their performance in their intended service. They just weren't the diesels that the P&LE wanted!
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Posted by MidlandMike on Wednesday, October 29, 2014 11:01 PM

daveklepper

in a sense, the answer to the question posed by the thread's title might be answered by another question:

Whyso few Texas types in the east?

In addition to PRR and C&O, the B&LE also had a large number of 2-10-4 locos.  From Wiki's list, it seems there were as many of the type in the east as the west.

http://en.wikipedia.org/wiki/2-10-4

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Posted by daveklepper on Thursday, October 30, 2014 5:17 AM

OK   corrected    Southeast

Why no Texas types in theSE 

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Posted by daveklepper on Thursday, October 30, 2014 5:19 AM

BUT EVEN THEN THERE ARE THE RF&P, C&O, & L&N

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Posted by CSSHEGEWISCH on Thursday, October 30, 2014 10:10 AM

Southern never went for modern steam designs and consequently was a relatively early convert to diesels.  L&N's largest power was the M-1 2-8-4's in coal country, restricted to that area by their size.  Clinchfield had some Challengers, not sure about 2-10-4's.

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Posted by carnej1 on Thursday, October 30, 2014 12:09 PM

CSSHEGEWISCH

Southern never went for modern steam designs and consequently was a relatively early convert to diesels.  L&N's largest power was the M-1 2-8-4's in coal country, restricted to that area by their size.  Clinchfield had some Challengers, not sure about 2-10-4's.

IINM, there wasn't a single U.S railroad that rostered both 2-10-4s and 4-6-6-4s. 

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Posted by ACY Tom on Thursday, October 30, 2014 10:15 PM

When I think of Southeastern roads, I don't include the N&W, C&O nor VGN.  I think David Morgan's regional breakdown in Steam's Finest Hour is more sensible.  It puts these roads in its own section which he calls the Pocahontas Region.  Since these three roads were so intimately connected to coal production, it seems logical that they would take advantage of every possible advance in steam technology, as a nod to their coal-producing customers, for as long as possible.  So the only "Southeastern" 2-10-4, the C&O's T-1, was actually not a Southeastern engine at all.  After all, they were frequently operated into Toledo, Ohio!

Southern Railway's steam development ended when the Great Depression started.  Same for ACL, with the exception of a very small contingent of 4-8-4's.  Same for SAL, except for a small contingent of 2-6-6-4's.  Except for some more 4-8-4's on the RF&P, NC&StL, and C of G, those 2-6-6-4's  and Clinchfield's 4-6-6-4's were the only truly modern big steam engines in the South.  A 2-10-4 would have probably been too much engine for the traffic on most routes in the South, and it would probably have been too big for most turntables.  Remember, the C of G had small tenders on their 4-8-4's because of turntable length limitations.

L&N bought 2-8-4's because of a feeling of commitment to the coal industry. Their facilities wouldn't handle anything bigger.  In actual practice, F3's probably would have been a wiser investment for them. 

As soon as WWII was over, the roads of the Southeast flocked to the diesel.  Further steam development was moot.

Tom 

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Posted by daveklepper on Friday, October 31, 2014 7:59 AM

good amalysis and i agree

could note that acl's 4-8-4's allowed them to run their top heavywight trains behind steam even after buyinng e-units for the new champion all-coach streamliner, while seabord bought diesels for all its top trainis, not only the all-coach silver meteor, but also its heavyweight all-pullman orange blossom special.  and these diesels were often run through to washington, at least during wwii.   the florida special on the acl was still behind steam

diesels for freight came a bit later on both railroads

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Posted by CSSHEGEWISCH on Friday, October 31, 2014 10:06 AM

Further comments about L&N.  L&N purchased E6's for existing passenger trains (not new streamliners) since it needed power that could haul the trains and operate on the light bridges along the Gulf coast.  A 4-8-4 might have been able to do the job but it would have been to heavy to run through from Cincinnati to New Orleans.  L&N backed into freight dieselization, it acquired five F3's (2 cabs, 3 boosters) for helper service in eastern Kentucky.  They really showed their stuff during a coal strike.

The daily commute is part of everyday life but I get two rides a day out of it. Paul

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