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loco modifications affecting weight on drivers - Reading

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loco modifications affecting weight on drivers - Reading
Posted by gregc on Thursday, February 18, 2021 7:43 AM

what kinds of loco modification resulted in changes in weight on drivers resulting in less than ideal balance?

presumably, the ideal weight distribution is the same on all drivers, but i see in the chart below that modifications (e.g. I5 abc) sometimes exacerbate weight distributions.  the weight distribution of the I5b & c are worse than the I5a.  The I7b, k and i improved weight distribution.  The I8b improved over the I8a but the I8sd which presumanly added a superheater resulted in an acceptable (?) degradation.  There were no improvements to the I10sa which had a near ideal distribution

when did loco designers recognize the value of balanced weight on drivers?

   4th   3rd   2nd   1st mx/mn   tot adhWt
 37627 43818 32937 33638  1.33 74.0T 16.5T  I5a
 41025 35391 34084 27450  1.49 69.0T 13.7T  I5b
 41740 37447 32404 29309  1.42 70.5T 14.7T  I5c

 32984 29457 38197 27072  1.41 63.9T 13.5T  I7a
 34087 39613 43112 32313  1.33 74.6T 16.2T  I7b
 42347 39409 43784 27110  1.62 76.3T 13.6T  I7j
 41150 36300 31475 35225  1.31 72.1T 15.7T  I7k
 34710 36060 41983 32672  1.28 72.7T 16.3T  I7i
 28737 53163 33425 32675  1.85 74.0T 14.4T  I7m

 47500 54250 57800 44425  1.30 102.0T 22.2T  I8a
 52325 56075 52150 50600  1.11 105.6T 25.3T  I8b
 53400 55250 50750 48875  1.13 104.1T 24.4T  I8sd

 63000 64690 61150 63080  1.06 126.0T 30.6T  I9sa
 64600 65100 63400 64500  1.03 128.8T 31.7T  I9sb

 70910 71510 71580 70190  1.02 142.1T 35.1T  I10sa

greg - Philadelphia & Reading / Reading

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Posted by gregc on Thursday, February 18, 2021 9:05 AM

Lastspikemike
Since total tractive effort is not affected by weight distribution on the drivers the consideration would be the strength of the rails.

that's right, but it affects when slip occurs

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Posted by woodone on Thursday, February 18, 2021 9:13 AM

I do not understand? If you were to lift one set of drivers 1/16 inch off the rails the rest of the weight would be on the remainder of the drivers. The one set off the rails would not have any traction, would it?

 

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Posted by gregc on Thursday, February 18, 2021 9:26 AM

woodone
The one set off the rails would not have any traction, would it?

of course, it would not contribute to the tractive force of the loco

greg - Philadelphia & Reading / Reading

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Posted by Overmod on Thursday, February 18, 2021 11:09 AM

Keep in mind that most of these kinds of change in modern practice involve equalized locomotives, where tinkering with the lever geometry is what determines the effective load on drivers and weight transfer to associated carrying wheels.  This also fully addresses any issues with drivers supposedly 'raised' above or below their neighbors.  (this was a timeless topic on steam_tech where John Knowles would advocate the English practice of individually springing each wheel 'just right' without the added weight of all those levers)

Weight distribution is also affected by where various auxiliaries and components are placed.  This is sometimes discussed in detail (as with some of Larry Brashear's comments about ATSF design 'engineering' in the early '20s, for example about what was necessary for 325psi boiler pressure).  Since freight motive power design in that era was more a matter of low-speed expediency (with necessary frequent track repair for other reasons) changes that gave unequal driver load might be tolerated if fixing them would cost more than the perceived inconveniences.

There is such a thing as 'tapered loading' Some references call it a misguided design principle, but I've always liked the concept in principle (one perhaps naive idea being that both axle load and peak augment would be rolled progressively onto less-than-perfect track, another being that less load on the lead driver produced lower shock going into curves).

If wheel arrangements were modified with different trucking, I would assume that the equalization would be one of the first concerns.

Reading did very famously get things awful wrong from time to time, but not (to my knowledge) with weight distribution.  They very famously tried a pin-guided Adams truck under the back of an otherwise-good Atlantic (it guided and teetered more or less exactly as you'd expect it would looking at its pictures) and tried spring lateral on a 2-10-2 without damping, with likewise highly predictable and (in retrospect from a non-career-endangering perspective, comical) maiden voyage apparently culminating in some field welding...

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Posted by ndbprr on Thursday, February 18, 2021 11:32 AM

Nobody has discussed the spring rigging which is critical including the lead truck and trailing truck supporting the firebox

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Posted by Overmod on Thursday, February 18, 2021 12:18 PM

ndbprr
Nobody has discussed the spring rigging which is critical including the lead truck and trailing truck supporting the firebox

You must have a reading-comprehension 'issue' Smile - equalization is perhaps the most important consideration in spring rigging on American locomotives, particularly on lead and trailing trucks in modern practice.

I could go into the finer points of spring rigging and snubbing but there are people here who would pay to keep me from it...

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Posted by gregc on Thursday, February 18, 2021 12:19 PM

Overmod
Weight distribution is also affected by where various auxiliaries and components are placed.

what types of auxilliaries? and are they trying them in different locations?

obviously later models learned from the mistakes of the earlier.   when did "weight distribution (?)" get figured out?

was weight distribution just a matter of adjusting driver or truck suspension or did it require moving components?

was dead weight every just added to a loco?

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Posted by Overmod on Thursday, February 18, 2021 12:40 PM

gregc
what types of auxilliaries? and are they trying them in different locations?

There is a limited number of places to put, and then plumb, devices like air compressors or feedwater heaters -- and if you have just one it will affect what and where something else has to go on the other side.  Sand dome needs to be reasonably above driver wheelbase for both forward and reverse.  

...obviously later models learned from the mistakes of the earlier.

More likely, priorities changed.  Weight distribution on drivers was discussed extensively in Baldwin literature by I think 1893 -- perhaps well earlier.

[/quote]when did "weight distribution (?)" get figured out? was weight distribution just a matter of adjusting driver or truck suspension or did it require moving components?[/quote]All the above, as required.  

In the old days this was a very tedious operation.  Essentially the locomotive was divided into longitudinal 'slices', the weights of which were then figured; side-to-side lever arms and torque moments were likewise doped out, then everything was correctly added up and any longitudinal moments calculated. Even small nominal changes might result in a need for substantial recalculation -- all of it charged to motive power, whereas impact (no pun intended) on track expense would not be.

was dead weight ever just added to a loco?

Not too often, as there was usually 'something' that could be put on if you needed more adhesive weight.  I think I recall N&W experimenting with lead weighting in the forward engine of one of the articulateds, but I'll leave that for feltonhill or Big Jim to address more knowledgeably.

I would not be surprised to see some weights applied to one side or the other to counterbalance an auxiliary moved to a different location, e.g, compressors moved from hanging off the side of the boiler to the pilot deck.  But that would still be a kludge compared to using something more beneficial.

If the railroad in question valued its track 'correctly' there would be far more attention to issues of weight distribution and transfer, various kinds of shock loading, and augment reduction than on more primitive ones...

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Posted by Overmod on Thursday, February 18, 2021 12:41 PM

gregc
what types of auxilliaries? and are they trying them in different locations?

There is a limited number of places to put, and then plumb, devices like air compressors or feedwater heaters -- and if you have just one it will affect what and where something else has to go on the other side.  Sand dome needs to be reasonably above driver wheelbase for both forward and reverse.  You see some awful results from some of the decisions... NYC K6b's, anyone? 

...obviously later models learned from the mistakes of the earlier.

More likely, priorities changed.  Weight distribution on drivers was discussed extensively in Baldwin literature by I think 1893 -- perhaps well earlier.

when did "weight distribution (?)" get figured out? was weight distribution just a matter of adjusting driver or truck suspension or did it require moving components?

All the above, as required.  

In the old days this was a very tedious operation.  Essentially the locomotive was divided into transverse 'slices', the weights of which were then figured; side-to-side lever arms and torque moments were likewise doped out, then everything was correctly added up and any longitudinal moments calculated. Even small nominal changes might result in a need for substantial recalculation -- all of it charged to motive power, whereas impact (no pun intended) on track expense would not be.

was dead weight ever just added to a loco?

Not too often, as there was usually 'something' that could be put on if you needed more adhesive weight.  I think I recall N&W experimenting with lead weighting in the forward engine of one of the articulateds, but I'll leave that for feltonhill or Big Jim to address more knowledgeably.  I'm sure there were others.

I would not be surprised to see some weights applied to one side or the other to counterbalance an auxiliary moved to a different location, e.g, compressors moved from hanging off the side of the boiler to the pilot deck.  But that would still be a kludge compared to using something more beneficial.

If the railroad in question valued its track 'correctly' there would be far more attention to issues of weight distribution and transfer, various kinds of shock loading, and augment reduction than on more primitive ones...

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Posted by gregc on Thursday, February 18, 2021 3:46 PM

Lastspikemike
It does not contribute to traction if actually off the rail but the total friction force remains unaffected provide the drivers don't transition from static friction to kinetic friction by slipping.

agreed if the driver is actually off the rail (not likely) the weight distribution changes

if the driver is actually slipping while on the rail, the weight distribution is unchanged but the force applied by the cylinder is redistributed to the remaining wheels which is not very likely to cause them to slip.

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Posted by Overmod on Thursday, February 18, 2021 4:01 PM

Lastspikemike
Counterintuitively but understood empirically even  by toddlers less contact area between materials does not cause traction problems. Reason is friction is proportional to weight, well force actually.

There's actually more to it than that (equally understandable by toddlers).  Think about a vehicle the size of a Prius that has to be driven on an icy road.  Take tires all made of the same rubber compound, with the same tread depth.  If you have road-bicycle-size tires you will slip and slide; normal car tire tread patch, better; wide 'performance' (or 22" showoff rim) treadwidth, you'll just sit there with the wheels going around.  It's the contact patch characteristics that determine the adhesion -- the reason we say 'tires steer the car; tires brake the car' -- and there is some combination of patch size and contact under particular conditions that will be most effective.

Interestingly enough, in railroad adhesion the contact patch actually does deform elastically under axle load, and it is 'enough' larger for larger drivers that references mention the difference as significant.

It is possible to make a heavy track car perform as well as an 'optimally light' one ... if for example you put skirts, fans, and a 40hp snowmobile engine on it for downforce.  But you will immediately and instinctively recognize your tire life will be measured in seconds if you do... which is also the issue with decelerating heavy road vehicles with the right weight on the right area of contact patch...

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Posted by dehusman on Thursday, February 18, 2021 6:21 PM

The classic weight distribution modification was on the M-1sa class where the Reading aded a box of lead on the pilot deck to weight the nose of the engine for better tracking and to reduce derailments.

Dave H. Painted side goes up. My website : wnbranch.com

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Posted by Overmod on Thursday, February 18, 2021 7:51 PM

Lastspikemike
I'm not going there. Pneumatic tires with rubber contact patches are pretty complex devices. I do know my stuff in that area.

I know you do.  That's partly why I used that example.

I'm not sure  about the context for the  slipping driver situation. The usual engineering of steam locomotives means all drivers slip at the same speed or none of them do. Up to the limit of slip of the lightest loaded driver, no driver will slip.

The actual situation is different, because what determines the adhesion at the contact patch can, and often does, vary wildly by driver, and the propensity of a conjugated 'set' of drivers to break is related to the sum of the individual adhesions.

Assume for a moment that torque  deflection in the axles is minimal and there is no tolerance in the rod bearings, and the rods do not deflect.  If the locomotive encounters oil or a patch of that peculiar plastic material that leaves become when trains run over them, some of the drivers will experience diminished -- sometimes radically diminished -- "static" coefficient of friction, while others do not.  At some point the balance between resultant of thrust and adhesion friction can 'go negative' at which point the drivers will begin to slip.  Very (very) shortly after this the conditions between the rotating contact patches and whatever is under them on the railhead assume the characteristic of "sliding" friction, and if nothing changes at that point, the breakaway torque would now be sufficient to accelerate the spin (this doesn't happen proportionally in reciprocating locomotives unless you have enough admission, precise enough valve gear, etc. to 'make it' around to the following admission, but it happens dramatically with electric motors or hydraulic drives) and you will have to reduce torque until the speed differential between patches is reduced enough for the asperities to engage, etc.

Now, it is also possible for enough coefficient of friction to be established to arrest differential spin as well as re-establish traction.  This results in what can be severe driveline shock.

The great emergent issue with unconjugated duplex-Atlantic locomotives was that some defect in track -- an oil spot, a frog, a low rail joint or cross-level defect -- would momentarily unload a wheel.  On a normal eight-coupled the other 7 drivers would help the engine 'retain its footing' but on the duplex it's 25 percent.  Hence the phenomenon of high-speed slipping when the locomotive is operating at high speed at near its rated load -- one or the other engine will momentarily break and spin, the engine and train will flow down as traction is lost, and the slipping engine will re-establish itself (hopefully with no more than a bit of a bang).  Note that it need not be predominantly the forward engine that lets go (as in the pictures of low-speed slipping on PRR T1s) and there is very little tendency for runaway destructive slip (as the 'other' engine does not have either the adhesion or the horsepower to keep the train at speed)

Once that limit is reached for the lightest loaded driver then weight distribution does matter because of the difference between kinetic and static friction coefficients.

This would look like it goes a bit against your previous argument without a little explanation.  The weight distribution has nothing to do with static vs kinetic friction; only differential motion produces it.  Weight (or weight transfer) matters because it is a component of adhesion force and hence any transition.

The phenomenon of stiction is also related to this transition zone. Driving on ice gives an ordinarily skilled driver a good lesson on stiction effects.

I had not considered that as an example of stiction, which I use for the kind of high-frequency change in slightly worn hard-drive spindles or the mechanism of fretting ... or those verdommte 6.0L injectors.

Ice is a little funny because it involves near-modal change to zero coefficient of friction (and minimal viscosity) in a thin layer of melted liquid; physical displacement or refreezing of that layer rather promptly reestablishing rather strong friction... until enough melts again.  The effect, though, is that friction is there and then it's not, with very little transition.

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Posted by gmpullman on Friday, February 19, 2021 6:21 PM

Lastspikemike
The lead and trailing ends of the pair of leaf springs on twin axles were connected as usual by shackles to spring hangers welded to the frame.

Not a far stretch from what the locomotive designers had adopted:

 Rigging_EQ by Edmund, on Flickr

Combined with the functions for the pilot wheels to both lift and guide the front end and the stabilizing effect of the trailing truck while negotiating curves and provide added support it all comes together as a well designed support and distribution system.

 Straight-track by Edmund, on Flickr


 

 Pilot-Curve-merge by Edmund, on Flickr

Regards, Ed

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Posted by Overmod on Friday, February 19, 2021 7:00 PM

Lastspikemike
Added weight, whether dead weight presumably in search of additional tractive effort or accessories needed or beneficial to add in some fashion. How much weight? Where relative to the driver axles to put the weight?

Note that you can cheat, and many railroads did.  It was not uncommon for railroads to build a scalehouse, with a length of track under which a set of transverse scales could be slid.  All that is required to gauge weight distribution is to jack axles slightly free of the railhead and read the weight that does so -- raise any combination of axles or all of them, the weight you read will be as close to the correct axle weight through the equalization as you need to know.  

Most of what you add to a locomotive will be on the rigid frame or the boiler which moves in known ways in thermal expansion.  Weights can initially be treated as beam moments relative to the frame when 'designing', and then effectively checked by weighing afterward as desired.

(Incidentally one of the supposed key secrets of Alco design was the treating of the hinged frame of a Challenger as if it were rigid in the vertical plane, with the equalization handling what was then essentially a long 4-12-4 for effective suspension ... turns out N&W did the same thing with the A but without the crowing.)

Note that the leaf springs can be arranged to tilt with the equalizers, and the arrangement on at least some locomotives is metastable -- if the engine is lifted incorrectly the equalizers can tilt to a 'stable' position that is no longer properly weight-distributing.  (I believe there is a diagram in Ralph Johnson's book that shows this; the solution is to jack up the engine and level the suspension by hand, after which just lowering the weight down on the wheels fixes things...)

Leverage effects from adding weight within the driver wheelbase or outside it, outside the total wheelbase including either the pilot or trailing truck or both?

Done correctly, the pilot is integrated with the forward driver pairs, and the trailer is integrated with the rears.  In some engines the equalization is divided (usually with a coil snubber arrangement and rods) around the break between center driver pairs.  Notably the original T1s were continuously equalized with a large beam lever between the engines, under the rear cylinder block: this was notably omitted on the production engines, with snubbed ties at the 'inside ends' of the respective driver wheelbases substituting.

If you have a copy of the MR Locomotive Encyclopedia (steam) you can quickly compare a great many rigging arrangements.

Springing of each driver axle and the separate issue of springing the trucks.  Equalization connections between sprung axles.

I see Ed has provided a rather good diagram that shows the leaf springs as active members of the equalization.  Usually at terminations, helical arrangements were used in place of half-springs (quarter-elliptics or equivalent) and there were some arrangements that used more 'coil springs' in place of leaves ... not a good idea in the absence of carefully-provided damping (which was not always seen as "essential" for augment-prone locomotives run within the peak force excursion curve, but more often than not turned out to be)

Brings to mind the equalizing spring pivots  between the twin and triple leaf sprung axles under the mobile homes I built in the early 70's

That is a very good example of the principles involved here.  The one difference is that the suspension springs are sometimes arranged to be links too, and deform in complex ways in service, which should never be expected of locomotive springs.

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Posted by gregc on Saturday, February 20, 2021 10:31 AM

Lastspikemike
In my mind's eye experiment, I'd like to understand how on Earth  one of these machines can negotiate a steel rail curve at 100+ mph.

the speed depends on the radius of the curve (larger radius, higher speed)

Fundamentals of Railway Curve Superelevation may help with the math

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Posted by gregc on Saturday, February 20, 2021 3:46 PM

Lastspikemike
For high speed rail the only reason to superelevate is to improve maximum feasible cornering speeds.

where is the force that accelerates the train toward the center of the curve?

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Posted by Overmod on Saturday, February 20, 2021 7:01 PM

In part the superelevation is to preserve the action of the wheel-rail geometry as the resultant that is "centrifugal force" acts on the center of mass.  Various techniques over the years in high-speed equipment deal with this as well.

Another purpose of superelevation is to keep the vehicle stable if its suspension permits the longitudinal center of mass to deflect out.  Advanced negative-cant-deficiency (tilt) systems account for this (they roll the carbody around an axis close to passenger inner-ear height, so the actual lateral deflection of center of mass is controlled or even shifted inward as the 'pendulum' action reduces lateral component of force as felt by the passengers as nearly as practical to vertical, decidedly unlike many classic passive tilt approaches (e.g. the high pivot on Cripie's TurboTrain).

I have always thought a significant reason for superelevation was to help preserve track geometry.  Minimizing lateral force in typical track structure is a good thing...

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Posted by gregc on Sunday, February 21, 2021 4:33 AM

Overmod
I have always thought a significant reason for superelevation was to help preserve track geometry.  Minimizing lateral force in typical track structure is a good thing...

using gravity to balance (cancel) lateral forces

Lastspikemike
Under the train. Pointing towards the center of the Earth.

obvious.  but that "resultant vector" is not thru the center-line of the body and results in a lateral centripedal force opposing the centrifugal force due to inertia

greg - Philadelphia & Reading / Reading

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Posted by gregc on Sunday, February 21, 2021 9:09 AM

Lastspikemike
That is what I said.

you also said

Lastspikemike
For high speed rail the only reason to superelevate is to improvemaximum feasible cornering speeds.

there's a very specific reason for superelevation.   what you're saying is not clear.

Lastspikemike
Centripetal force is just an arithmetic convenience. It isn't real.

i think you mean centrifugal force, the outward force trying to maintain the objects linear motion.   the centripedal force is due to gravity because the CG is not centered over the upward forces generated by the rails

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Posted by gregc on Sunday, February 21, 2021 11:39 AM

Lastspikemike
We' re on the same page even though you may not think so.

hard to agree when you argue against textbook terms

Lastspikemike
CG also doesn't exist but it's very convenient to think it does.

??    are you arguing symantics, should be center of mass

Lastspikemike
Superelevation permits higher cornering speeds.

the angle of superelevation results in a centripedal force, the lateral force that pulls the train toward the center of the curve and depends solely on the angle of elevation.

the (imaginary) centrifugal force depends on the speed (radial velocity) of the train around the curve.

there is a specific speed where the centripedal and centrifugal forces equal.   any faster or slower and the wheel flanges rub.    of course not rubbing at all is an ideal situation, but maintaining that speed minimizes the friction.

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Posted by gregc on Sunday, February 21, 2021 2:32 PM

my understanding of why judges do not want lay people to defend themselves ... they don't understand the terminology commonly used in the court

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Posted by Overmod on Monday, February 22, 2021 9:34 AM

Lastspikemike
Cut the mass in half right through that CG and where does it go?

But it depends which way you cut it.  

Cut it vertically, you'll get two new centers of mass displaced laterally but touching at the bottom.  That isn't even metastable.

Cut it at an angle and you get something more interesting ... go look at Levi Bissel's original pony-truck centering idea.  Which way will the system move, and will it stop spontaneously?

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Posted by Overmod on Monday, February 22, 2021 9:50 AM

Lastspikemike
We're sliding a long way off your original topic, which is still worthy of further exploration, imho.

In my opinion a proper vector analysis will answer any questions or confusion displayed so far.

The moment you introduce momentum on a curve, gravity ceases to be the only perturbing force; the moment you introduce sprung lateral... as in a good lateral-motion device on the first driver pair, where one is essential... you have additional concerns that gravity only indirectly affects.  Consider what shock absorbers/dampers are for if gravity is supposed to be the only 'restoring' force... and what fills in in their absence on functioning high-speed locomotives.

Keep in mind that absent very stiff lateral on the engine truck, the leading driver pair (and its flanges, unless you're very careful) does an important part of actually steering the chassis.  Here a careful inspection of Stroudley's arrangement on the Gladstones will serve you in good stead.

In a good guiding arrangement, you want relatively stiff on-center compliance, then soft compliance well-damped for curve swing, then harder compliance (usually proportional via cams or eccentric sector gears or the like) for further shock and accommodation.  I believe this, in principle, was behind the N&W testing a Fabreeka composite spring in the primary suspension of a 2-wheel lead truck, I think probably in response to that arrangement being used on pedestal tenders in the '40s.

It is interesting that Kiefer subsequently realized why the idea didn't work on tenders, and N&W must have observed comparable results as the experiment is as 'carefully undocumented' as B&O's apparently wholesale adoption of that late-'30s dream project the front-end coal stoker.

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Posted by Overmod on Tuesday, February 23, 2021 3:23 PM

Lastspikemike
There will be a speed at which the locomotive is steered by gravity in a superelevated gauge. Probably quite a low speed. Neither side wheel flanges will need to exert steering force. 

Perhaps a higher speed than you expect.  I'd use Porta's HAWP for the calculations, as it has other nominal advantages and is easy to dress to (on the wheel side) and grind to accommodate (on the railhead side).

The (gravity-driven) lateral resultant of the coning in the engine-truck wheels allows it to steer both the truck frame and the front of the chassis into curves even if there is insufficient 'passenger' superelevation.  This in turn simplifies the job of the leading wheels of the rigid coupled wheelbase.  If the curve is correctly spiraled the progressive transition up the flange fillet gives substantial stable restoring force before actual flange to railhead-side contact.

AAR shot movies of this in the 1930s, and it would be much easier to make a video record of guiding today.  I confess I'm looking forward to watching this on the TTCI Fast Loop while following the data off the instrumented wheelsets on 5550.

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