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purpose of lead and trailing steam locomotive wheels?

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purpose of lead and trailing steam locomotive wheels?
Posted by gregc on Thursday, August 28, 2014 7:30 PM

years ago I had asked this same question and gotten the answers that I expected: to help guide the locomotive around curves and support the firebox.   But after some recent reading, i don't think this exactly correct.

I think the preferrence would be to have all wheels under the locomotive be driven.   But this requires that all the wheels be the same diameter.

the problem is that on some locomotives, additional support is needed both under the cyclinders and under the firebox.  One solution it to additional wheels, but they must be smaller in diameter.   In front, they need to be smaller to be closer to the cyclinder.  In the rear, their axle needs to run under the firebox.    The flexible-beam truck could help the locomotive handle tighter curves.

Of course there are switch engines (0-8-0) that have neither, but are presumably built stronger.    And I thought the Reading had removed the trailing truck under its 2-8-8-2; so was it really needed.

I think the correct answer is somewhere in between.

 

greg - Philadelphia & Reading / Reading

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Posted by ACY Tom on Thursday, August 28, 2014 9:44 PM

The designers try to allow for the conditions that will be encountered in the locomotive's anticipated normal service.  They've been known to get it wrong, so that adaptations and improvements to the suspension are needed.  Yes, RDG modified its 2-8-8-2's into 2-8-8-0's.  They also dismantled some Mallets and reassembled them as 2-10-2's because the Santa Fe type was more in keeping with their needs.

B&O bought some fairly new 2-8-8-2's from Seaboard around the early 1920's.  I have heard that the locos were too heavy for SAL's track.  But B&O removed the trailing truck, turning them into 2-8-8-0's, and kept them in service for nearly 30 more years.  I'm sure B&O must have made some significant changes to the spring rigging on those locos.

Bottom line: the wheels hold up the engine, and it makes sense to spread out the weight more-or-less evenly.  Trailing wheels support the rear of the loco and help to guide it into curves.  If the drivers extend far enough under the firebox, and if reverse moves are not a major concern, then it may be possible to dispense with trailing wheels.  A leading (pony) truck supports the "engine" (i.e., cylinder assembly) and helps lead the loco into curves.  Since most locos tended to run forward most of the time, normal North American practice usually dictated a leading truck.  Interestingly, our friends in England used lots of locos that had no leading truck, assigning many to mainline runs with great success for years and years.  The London Midland & Scottish 4F 0-6-0's come to mind. 

Tom  

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Posted by Kyle on Thursday, August 28, 2014 11:45 PM

One of the only reasons for more axles being added is to support/distribute the weight.  There were 0-8-0 switchers.  Also remember that the drives on steam locomotives are one unit and the more you add, the larger the curves need to be.  Powering the leading and trailing truck would require more parts, which not only make the locomotive more expensive, but harder to work on, more things to maintain, and it would cause a headache making the speed the same.  

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Posted by tomikawaTT on Friday, August 29, 2014 9:27 AM

Pilot wheels ahead of the cylinders (or surrounding the cylinders) reduce the side-to-side 'boxing' or 'nosing' caused by piston thrust.  Obviously, this is greater at higher speed (double the speed, square the force) which is why most high speed locomotives had four wheel pilot trucks.

This is not immediately noticeable in model locos, since the electric motor and gearing deliver smooth power at the main axle and there are no pistons on our piston rods.  On the prototype, and on live steam models, the pilot truck is much stiffer (harder to turn) than on the typical model, where it usually can be forced to the side by a hard glance.  A few of my models (1960s issue brass) have centering springs, but are nowhere near as stiff as their prototypes.

Chuck (Modeling Central Japan in September, 1964)

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Posted by dknelson on Friday, August 29, 2014 9:35 AM

I have seen a drawing of that old PRR 0-8-0 locomotive before, in an article on PRR rarities by Model Railroad staffer Bill Rau -- back in the 1960s.  I recall Rau quoting a railway journal to the effect that that 0-8-0 had an unequalled ability to continue going straight when the rail curved.   Translation - it should have been a 2-8-0.   On the other hand the British railways had large drivered 0-6-0T passenger locomotives, but perhaps their curves were easier than comparable American lines.

Adding to the issues in this discussion would be the various logging railroad 2-8-2s, a few of which are preserved in museums.  These are not Mikados in the normal sense because the trailing truck plays little if any role in supporting the firebox.  Rather it was there to aid in guiding the locomotive in reverse moves through tight curves, since logging engines had to be bi directional and the track was rather casually laid. 

Dave Nelson

 

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Posted by doctorwayne on Friday, August 29, 2014 12:24 PM

gregc
...I think the preferrence would be to have all wheels under the locomotive be driven. But this requires that all the wheels be the same diameter.....


Not really. After the mid-'20s, lots of locomotives had trailing truck boosters, either included on new locos or retro-fitted to older ones.  These were used mainly for starting heavy trains, and cut-out once everything got rolling.
In later years, near the end of steam, some roads removed them to eliminate the extra maintenance.

Wayne

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Posted by DSchmitt on Friday, August 29, 2014 12:40 PM

 

 

gregc
I think the preferrence would be to have all wheels under the locomotive be driven. But this requires that all the wheels be the same diameter.
 
Some  locomotives had booster engines.  Booster engines powered the trailing truck of the locomotive or lead truck on the tender.  They were used on heavy trains in starting and/or in  at low speed operations.  The wheel diameter was smaller than the main drivers.
 

 

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Posted by charlie9 on Friday, August 29, 2014 3:11 PM

Interesting to think that the very purpose of leading and trailing trucks on prototype engines is the reason for their giving us trouble on our models.  Without the sprung and equalized suspension of the prototype,  these are just more wheels to derail instead of guiding and supporting the locomotive.

Charlie

 

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Posted by "JaBear" on Saturday, August 30, 2014 2:47 AM
Well here’s an example of steam locomotive design evolution that led to the Pacific class 4-6-2.
From virtually its inception the New Zealand Railways were blessed with Locomotive Superintendants / Chief Mechanical Engineers, and Chief Draftsmen who were prepared to look at the current best practice not only from Mother England but the US and Europe, though not all the designs worked out first go.
An example of this was the U class, the first 4-6-0 tender locomotives to be built in New Zealand in 1894. As first built the boilers and tubes were too short to extract the heat from the firebox gases and were consequently bad steamers. The longer boilers of the Baldwin built Ub class saved the U class from mediocrity, in fact most of the class was still working into the 1950s, the last retired in 1959.
However a locomotive was required to burn the poor quality lignite coal mined in the bottom of the South Island and the Waikato and so the CME A.L.Beattie and G.A Pearson, the Chief Draftsman, designed a locomotive which fitted a wide deep fire box to the long Ub boiler. A trailing truck was added to help support the larger firebox, 13 were built by Baldwin in 1901, and thus the NZR Q‘s  were the first 4-6-2 Pacific class locomotives in the world.  
charlie9
Interesting to think that the very purpose of leading and trailing trucks on prototype engines is the reason for their giving us trouble on our models.  Without the sprung and equalized suspension of the prototype,  these are just more wheels to derail instead of guiding and supporting the locomotive.

The NZR Ab class 4-6-2 locomotives as originally built had a tendency for the front truck to derail, and had a ballast block fitted in front of the smoke box to overcome the problem.

Cheers, the Bear.

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Posted by AltonFan on Saturday, August 30, 2014 10:35 AM
In some cases, especially with some older locomotives, the trailing truck didn't so much support a larger boiler as provide guidance for reverse moves.

In North American practice, locomotives without pilot wheels were generally limited to speeds under 20 mph. This is because tracklaying in America was not as meticulous as in Britain, which had more available capital and shorter distances to build.

Dan

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Posted by gregc on Saturday, August 30, 2014 2:05 PM

why don't diesels need leading wheels?    Articulated wheel sets pivot.

Even for articulated locomotives, I think part of the reason is the weight of the cyclinders on an unsupported part of the frame.   What if the cyclinders on an articulated were behind the wheels and next to the the cyclinders for the rear wheels?

Is it because larger wheels are more likely to derail?

greg - Philadelphia & Reading / Reading

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Posted by tomikawaTT on Saturday, August 30, 2014 10:20 PM

gregc

why don't diesels need leading wheels?    Articulated wheel sets pivot.

Even for articulated locomotives, I think part of the reason is the weight of the cyclinders on an unsupported part of the frame.   What if the cyclinders on an articulated were behind the wheels and next to the the cyclinders for the rear wheels?

Is it because larger wheels are more likely to derail?

There was one class of French locomotives that had the cylinders at the center - the DuBosquet 0-6-2+2-6-0.  Both engines pivoted, but the pony wheels (which almost touched under the center of the boiler) were needed for weight distribution - they had to support the cylinders.

As for wheel size, some nineeenth century British and Continental locomotives had moderately humongous lead and trailing wheels, easily as tall as the drivers on contemporary American drag freight locos.  It seems to me that bigger wheels get greater flange length into play to keep them on the rails.  Of course, the drivers on those locos were also rather humongous - especially if built for Brunel gauge.  (The drivers on the footplates, on the other hand, were normal size. Whistling)

From 1910 through 1934 the Japanese Imperial Government Railways used 0-6-6-0 Mallets as mainline power on stretches of railroad with the worst sustained grades.  They were done in by more powerful simple 2-8-2s, line rerouting/electrification and their greater complexity/maintenance cost.

Chuck (Modeling Central Japan in September, 1964)

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Posted by PM Railfan on Sunday, August 31, 2014 1:46 AM

Greg, as you had heard before its mostly correct. To add, the pilot truck wasnt just for aiding in cornering, it also did support weight. As you have now read, it is true, you do want the weight on the 'driving' wheels. But not all of the weight can be put there.

The reasons are plainly evident if you follow locomotive manufacturing from its inception to the end of steam. The first locos where generally 0-4-0. Light, and had upright boilers. Track at that time was horendous! It took no time at all before the first locos where coming with a pilot truck (2-4-0). But you notice, they didnt support any (very little if any) weight. This was solely to keep the thing on the poorly laid rails. (you notice no trailing truck then-and they went both directions. remember this for later.)

As you, and the rest of us know from history, locos only got faster, but bigger. Not only in weight, but size (length). Trackwork got better too. But most was laid across the country before locomotives reached their zenith in design. 2 wheeled pilots gave way to 4 wheeled pilots on faster trains because of the inertia of the loco heading into a curve was greater. But that curve was laid 50 years ago and wasnt changed.

The weight situation concerning the pilot truck was just a given, but was just as important. Many late model steam locos moved appliances to the front like air pumps and FW Heaters (Think C&O, PM, GN, B&M etc). We both know the weight was better off being over the drivers. However, this happened. Now, not only did the front ends get a bit heavier, that coupled with the higher speeds required the 4 and in some cases the 6 wheel pilot truck (think PRR). Placing weight up front forced the truck into the curve. That equaled better handling, .... 'tracking effort'. Same with a high powered car.... they use fins or wings and thrust from air. Locos dont have air, so they moved weight. Same effect.

Concerning the pilot truck, both weight and guidence into curves where the reason for the pilot trucks existance.

As for the drivers. Enough said that any loco designer worth his salt, put as much weight as he could over the main drivers that did NOT exceed the track limits of the railroad who ordered the loco design. Look thru history and you will see only certain locos could operate in few areas of their own railroad due to size or weight limits.

Lastly, the trailing truck. This was born out of the necessity of carrying a bigger firebox. That is it, that is all. A trailing truck has no bearing on reverse moves as the tender its coupled to, along with any train its shoving, is going to aid it into the curves. Just like every other car in a train that is heading in forwards direction.... each car following the one ahead that is pulling it. Think about it, the drawbar is the strongest 'coupler' on ANY train. And some locos had more than one! They didnt need a trailing truck for the purpose of track guidance.

Having all that weight on the trailing truck was an obvious place to put a booster. The tender wasnt a bad idea because they were heavy, but only when loaded! At the end of a trip before refueling, an empty tender with booster was essentialy worthless. The trailing truck weight never changed. So you always had a working booster there. Thus why the trailing truck booster outnumbered the tender booster by far (also the plumbing was less hassle for the tr. trk. booster).

Heres where wheel size comes into play that you mentioned. You know by history that trailing truck wheels (and pilot too) where smaller than the drivers. Thus why boosters always where run a start up to about 15 mph max! Then shut off. There is an excellent video with sound of C&O 2716 with booster working (youtube). You can hear that the chuff rates of the booster are faster than the main drivers because of their smaller wheel size. So wheel size did matter, but this was solved by making boosters a seperately controlled device.  

In theory, a steam loco can go just as fast in reverse as forward. That rarely if ever actually happened. If it was true this happened, and trailing trucks were used for guidance into curves, then there would never be a 4-6-2. It would have been 4 wheeled trucks on both ends ( only Hudsons ).

Spend some time perusing builders photos, particularly at frames and suspensions. Without boilers, and all the other oddities placed on a steam loco, it is easy to see what the designers were doing concerning weight and tracking effort (not to be confused with 'tractive effort').

 

 

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Posted by wjstix on Thursday, September 4, 2014 8:02 AM

Ya, short answer is front axles are there to help guide the engine through curves and turnouts, rear axles are there to help support weight of a larger firebox. If an engine has all drivers, the firebox has to fit between the drivers. With a trailing truck, you can build a much larger / wider firebox behind the drivers.

p.s. Given that steam engines have been around for 200 years, if lead and trailing trucks weren't needed, I think a designer or engineer would have worked that out a long time ago....

Wink

Stix
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Posted by NeO6874 on Monday, September 8, 2014 10:12 AM

PM Railfan
As for the drivers. Enough said that any loco designer worth his salt, put as much weight as he could over the main drivers that did NOT exceed the track limits of the railroad who ordered the loco design. Look thru history and you will see only certain locos could operate in few areas of their own railroad due to size or weight limits.

 

As an addition to (or example for) this statement -- got track that can only handle (for random numbers ) 70k pounds per axle, and a 150 ton 0-8-0 locomotive (75k pounds / axle)?  Throw on a lead (and/or trailing) truck and pick up that 20,000 pounds of total over-weight from the drivers (likely a touch more -- you'd want some wigle room with the weight).

Granted, I'm by no means an engineer; and am using back of the napkin math for a quick example.  I have no idea how much weight an actual lead/trailing truck could handle (although quick googling says that ATSF mikes had approx 13,000 pounds on the trailing trucks).

-Dan

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Posted by richhotrain on Monday, September 8, 2014 10:38 AM

Good thread!

Too bad that the manufacturers of our HO scale steamers cannot design pilot trucks and trailing trucks that can hold to the rails.

Rich

Alton Junction

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