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N&W Class J

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Posted by friend611 on Saturday, March 15, 2014 12:39 AM
Below 40 mph? I don't quite know about that. I know it has been discussed here and elsewhere whether NS is sticking to the 40 mph speed limit. And on the ride behind 630 nearly a year ago, I seemed to remember at one point going a bit over 40. But 611 is a high-speed passenger engine, and it would seem unfair to her to not allow her a sprint or two, if only on ferry runs without passengers. Her historic status and her age (she will be 64 in May) shouldn't limit her from the occasional high speed run. A few rules may be considered for these runs:
1. They are made without passengers.
2. The crew including an engineer that has run her in high speed operation.
3. The speed not to exceed posted track speed, though she may be limited to 5-10 mph below track speed.
Since most track on NS (not including former Conrail lines) seems to have a 60 mph speed limit, that may be an additional limitation. But before the 1986 wreck, she seemed to run regularly at 60 mph, and that might not be an issue for her.
lois
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Posted by Firelock76 on Saturday, March 15, 2014 9:15 AM

No reason 611 couldn't run up to 60mph.  As I understand it the 40mph speed limit was a reaction (knee-jerk or otherwise) to the 1986 Dismal Swamp wreck, even though the speed and train handling had nothing to do with the wreck, one of the passenger cars "picked" a switch. I imagine insurance coverage may have had something to do with the speed limit as well.

On the other hand, two reasons I can think of to limit the speed to 40mph would be to save wear and tear on the locomotive, and because riders want the ride to last.

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Posted by friend611 on Saturday, March 15, 2014 3:40 PM
I had not long ago received the report on the May 1986 wreck, and hope to discuss it in detail with you later. But since there seems to be a limitation of interest on discussing wrecks, I will note only a few points. The cause seems to be heat-damaged rail and the failure of maintenance-of-way crews to properly manage track in this condition. The car that picked the switch was a former N&W P3 "Powhatan Arrow" coach, which led several of its P3 sisters and other coaches off the tracks. Three Southern heavyweight cars overturned, and they were damaged so badly they were set aside for scrap. These included a coach, open-window car "Missionary Ridge" (then lettered for N&W) and commissary/former baggage "Queen and Crescent Club". All former Southern heavyweight cars were retired at this point, as it was considered too difficult to retrofit them with the tightlock couplers that were now required. It is felt that the lack of tightlock couplers was the reason why the named three cars had separated and overturned.
lois
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Posted by Firelock76 on Saturday, March 15, 2014 4:03 PM

Well thanks for that information Lois!  I don't understand the non-interest in wrecks, there's always something to be learned from wreck stories, especially the "why's-and-wherefores"  and how you keep them from happening again.

Thanks again!

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Posted by friend611 on Monday, March 17, 2014 3:23 AM
I took the amount of interest from the number of replies, which were very few. Perhaps there was more interest in the subject than I thought.
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Posted by friend611 on Monday, March 17, 2014 4:07 PM
Juniatha has not posted on this thread yet, which I suppose there has not yet been a subject that has piqued her interest. However, I did post the roller bearing issue over on RYPN, and learned that the issue with 611 is with roller bearings that are no longer being produced. A bit of work has to be done to retrofit the new bearings where they need to be replaced, which is on the engine truck. As this truck guides the locomotive into curves, there is some side-to-side stress as wheels on one side are "leaned into" when going round a curve. Being that Timken is still in operation, I expect them to be called upon in the design process of the engine truck and retrofitting the new bearings to the original truck frame.
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Posted by friend611 on Tuesday, March 18, 2014 8:30 PM
I will however introduce a new subject. The J, being the most powerful 4-8-4, was originally designed with 275 psi boiler pressure with a similar sized boiler to that used on the Y6 class 2-8-8-2. One J, 602, was fitted with a booster but this was later removed because of problems. After tests, the boiler pressure on the J's was raised to 300 psi. The tractive effort at 300 psi was estimated at 80,000 lbs. though it was possibly somewhat higher. How much higher I don't know, as it depends on the formula for calculating tractive effort. A old formula I found for calculating tractive effort gave the J around 84,840 lbs. I found formulas for calculating boiler and cylinder HP as well. The figures for the J came out the same:4636. I am aware that this may be different than drawbar HP, which in the J was estimated at 5100 but may be as high as 5400. Of course, the same estimation gave the A a drawbar HP of 6300 as well as the tractive effort figure of around 112,000 lbs. I do understand that in the cylinder the steam has a tendency to condensate, being at a lower temperature than in the boiler. It is for this reason that superheaters were developed, to maintain the high temperature of the steam so it would retain its power.
I would expect the figures for boiler and cylinder HP to be different, but in my figures on the J, they turned out to be the same. What do you think about this?
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Posted by Overmod on Tuesday, March 18, 2014 9:13 PM

The formulae are for indicated horsepower, ihp, and as you might suspect you can get more 'exact' data by integrating the result from a physical steam-engine indicator card, first for one 'side' of the cylinder, then for the 'other'.  Usually, however, ihp is much higher than drawbar horsepower, dbhp, which ought to be an 'actual' number measured by a dynamometer car or test plant, net of all machine losses.  Aren't there indicator cards extant for a number of J tests? 

Note that one 'ringer' in the formulae is an assumption for boiler-pressure drop.  If a locomotive has steam-chest pressure gauges (as I believe 611 does) you would use these readings as the 'pressure' input for the duration of admission

There are two reasons why steam condenses in the cylinders.  One is partially avoidable, the other an inevitable consequence of work being extracted from the steam (to move the locomotive and train).

The first is commonly called 'wall condensation' and it occurs when water molecules in the steam preferentially adhere to the exposed surfaces of the cylnder, heads, and piston/rod.  If the temperature of the inner cylinder wall is lower than that of the steam -- which is usually the case -- the steam may preferentially condense onto it; there is also a physical 'wetting' effect.  Both cause an effective phase change and concomitant volume decrease, and this relieves some of the effective piston thrust.  One way to get around this is to heat the 'cold' surfaces, which limits the range of thermal cycling at the walls; another is, as noted, to use higher superheat in the steam to keep its critical temperature above the condensation point even at high admission pressure.  Theoretically if you heat the wall metal above the critical temperature, little or no steam will actually change phase during expansion -- this was the point of Chapelon's passing all the main steam to the HP cylinders through the HP jacketing before admission.

The second, unavoidable form of loss is nucleate condensation.  As expansion progresses, and work is done on the piston, the steam loses energy.  When small volumes reach the critical point, they can condense on nuclei -- of oil, of water droplets, of dust from boiler carryover, it doesn't really matter -- and the phase change as described above occurs, except now throughout the volume of the steam. 

Superheat is the great help for this situation, and the reason for the 'dramatic' gains seen in superheated engine operation as long expansions/short cutoffs come to be practically used. 

But there is a flip side, which is that when release starts to take place, the 'nucleate steam' (now partly water vapor, partly droplet nuclei, like fog) begins promptly to flash back to higher effective volume, right at the time you don't want it expanding.  That is a reason exhaust tracting needs to be specially designed for higher and higher volume if back-pressure issues on the released steam are to be avoided.  Any remaining superheat in the steam after release is actually something of a bad thing, unless you make special arrangements to use that energy effectively in the locomotive front end to provide draft, or have a high-volume tract for exhaust steam going to auxiliaries, an exhaust-steam injector, etc.

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Posted by friend611 on Wednesday, March 19, 2014 4:34 AM
As to surviving data on J tests, I do know there remains some documents in the N&WHS archives. There is a list of documents for the J listed on the N&WHS website, I will have to examine this list and see if there is anything regarding this particular subject.
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Posted by CSSHEGEWISCH on Wednesday, March 19, 2014 6:51 AM

I will concede that the J appears to have been an excellent performer.  I also get the impression that it falls into the same category as NYC's Niagaras, it was too big and too powerful for the service in which it was actually used.

The daily commute is part of everyday life but I get two rides a day out of it. Paul
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Posted by friend611 on Wednesday, March 19, 2014 9:16 AM
The J was designed directly for what was needed in N&W passenger service, the only problem was that it came so late, and was affected by the decline in ridership of passenger trains. Then came the cutbacks in passenger service, using the Powhatan Arrow as an example, originally carrying seven cars but cut back to five and later even less than that. It is this that resulted in the J seeming like too much for the trains, but I have to wonder if the N&W truly understood the J's full potential.
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Posted by daveklepper on Wednesday, March 19, 2014 2:17 PM

The Niagra was not more than what was required.   As the Central lost passenger business, they combined trains.   So their trains remained pretty long.  The PRR did the same, and their equivalent was the T-1.    A Hudson might be able to take 14 or 16 cars Harmon - Buffalo, but a Niagra 22 or 24.   Did you ever see a single E-unit on a Harmon - Buffalo passenger train?   Three were normal, and a Niagra could do the work of three!

A 16 car train would leave GCT behind a T or P motor.  At Harmon, the Niagra would back down on the train with six or eight mail and express cars that had come up the West Side.  The Century, of course, was an exception.  A Hudson could have handled the passenger train, but the added cars required the Niagra (or a Mowhawk at possibly a bit less speed).

Regarding the J's, their performance was put to use on some of the through Southern trains that could be pretty long, again with a lot of mail and express.

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Posted by friend611 on Wednesday, March 19, 2014 9:27 PM
And even then, I'm sure the J's were not asked to pull the 25-plus car excursion trains that 611 handled in the 80s and 90s. I'm sure Bob Claytor had a clear picture of her abilities, or he would not have allowed her to run such large trains. And I'm certain these large excursion trains taxed her abilities on a few occasions, though mostly she tended to handle them quite easily. However, on Saluda Grade, with three diesels that were mostly for dynamic braking though they could be used for assistance if necessary, according to the book "Steam's Camelot" it was feared with the HP of 611 and the diesels, the effort required to pull the train up the steep grade might result in drawbars and couplers being pulled out of passenger cars. So, it was decided to pull most of the train up the grade behind the diesels and leave the last four or five cars for 611 to handle. In the book, the diesel units were SD40-2's with 9,000 combined HP, or estimated 3,000 HP per unit. 611 was rated at an estimated 5,100 HP, possibly up to 5,400 HP as stated previously. This meant a total of 14,100-14,400 HP tugging on 20 passenger cars, the majority of which were 85-foot streamlined coaches. This was on a grade ranging from 4.5 to as much as 5.1 %. With these figures, it is easy to understand the concern about the drawbars and couplers on the passenger cars.
Now what these figures mean and what could have happened I will leave for Overmod, Juniatha and other like minded persons to tackle.
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Posted by daveklepper on Thursday, March 20, 2014 10:28 AM

There almost certainly were some long troop trains duringWWII  coupled behined both N&W J's and Niagras.

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Posted by friend611 on Thursday, March 20, 2014 7:27 PM
During that time, the troop trains were first run behind the unstreamlined J1's, which may explain why six were built. These, like the A's and Y6's constructed during that time, were built fairly quickly, with two of the J1's finished on the same day! They were streamlined as soon as possible, due to the bearing problems experienced with the heavy rods necessary as the usual Timken rod material was not available. Why they used these heavy rods instead of the normal carbon steel rods for the J1's I do not directly know, though I suspect they wanted the engines to have roller bearing rods. Once the Timken materials and other materials for streamlining became available, the N&W sent the J1's to Roanoke Shops to be streamlined. This was in 1944, and the J1's were built in 1943, leaving only a year for the existence of the J1's. Afterward, they were added to the J class. The J1's appear to have been built for troop train service, a task they shared with the A's. A special note: 1218, being built in 1943, probably spent its share of time on troop trains.
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Posted by GP40-2 on Thursday, March 20, 2014 11:25 PM

friend611
And even then, I'm sure the J's were not asked to pull the 25-plus car excursion trains that 611 handled in the 80s and 90s. I'm sure Bob Claytor had a clear picture of her abilities, or he would not have allowed her to run such large trains. And I'm certain these large excursion trains taxed her abilities on a few occasions, though mostly she tended to handle them quite easily. However, on Saluda Grade, with three diesels that were mostly for dynamic braking though they could be used for assistance if necessary, according to the book "Steam's Camelot" it was feared with the HP of 611 and the diesels, the effort required to pull the train up the steep grade might result in drawbars and couplers being pulled out of passenger cars. So, it was decided to pull most of the train up the grade behind the diesels and leave the last four or five cars for 611 to handle. In the book, the diesel units were SD40-2's with 9,000 combined HP, or estimated 3,000 HP per unit. 611 was rated at an estimated 5,100 HP, possibly up to 5,400 HP as stated previously. This meant a total of 14,100-14,400 HP tugging on 20 passenger cars, the majority of which were 85-foot streamlined coaches. This was on a grade ranging from 4.5 to as much as 5.1 %. With these figures, it is easy to understand the concern about the drawbars and couplers on the passenger cars.
Now what these figures mean and what could have happened I will leave for Overmod, Juniatha and other like minded persons to tackle.
lois

A few things to consider about this post:

The J, like any other steam engine produces its maximum power at a specific speed. For the J, that was probably around 40 mph or so. They weren't making 40 mph up that grade. At the single digit speeds the J was capable of with 5 cars, it was lucky to be making 900 - 1000 hp. Also, if I recall correctly, (could be wrong) during those trips the 611 was set at 275 psi so its max TE would be around 73,000 lbs. Which is not a bad thing since running it at 275 psi would actually improve its adhesion. Lastly, what type of coal were they using? Unless they were using good quality #14 or #8 coal, that would also cut performance. I know Ross was complaining during the 614 Chessie trips that it was getting harder and more expensive to find the proper coal for the 614.

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Posted by friend611 on Thursday, March 20, 2014 11:33 PM
I have never heard anything about any changes to the 611's boiler pressure during these trips. I will have to ask around for details, but I do know Bob Saxtan and Scott Lindsay, who worked the Saluda trips, are now busy with the design work for the rebuilding of 611's engine truck. As far as I know, 611 always used Pocahontas coal provided by NS, what particular grade I do not know. Again, the parties that know this information are busy with the restoration preparations and so are not available at this time.
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Posted by GP40-2 on Friday, March 21, 2014 12:06 AM

Can they even get Pocahontas coal today? Most of the mines in that region were being shut down back in the early 1980's. Even up in the larger Pittsburgh Field in Northern WV - SW PA, with similar coal, they are running out. Many of the mines are shut down, and the mines that are left open are using longwall mining. They are removing a tremendous amount of coal per year, most of it going to China, and the last I heard is they will be mined out in less than 20 years at this rate. The rest of the coal isn't worth mining - too high in sulfur and impurities. It is going to be increasingly hard and expensive to find good steam coal to run these engines in the near future.

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Posted by friend611 on Friday, March 21, 2014 12:33 AM
According to an article published in Trains magazine in 1994 about the Pocahontas Division of NS, coal was alive and well and NS kept busy in that region. There may not be as many mines as there were years ago, but as I personally observed during a visit to WV in 2011, there has been no real effect on coal operations. As regards to coal running out, I have personally seen places where seams of coal lie in the rocks along roads. The coal is there; it just needs to be discovered. Believe me, they would not consider running 611 if there was a lack of coal to fire her on.
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Posted by GP40-2 on Friday, March 21, 2014 6:56 AM

friend611
According to an article published in Trains magazine in 1994 about the Pocahontas Division of NS, coal was alive and well and NS kept busy in that region. There may not be as many mines as there were years ago, but as I personally observed during a visit to WV in 2011, there has been no real effect on coal operations. As regards to coal running out, I have personally seen places where seams of coal lie in the rocks along roads. The coal is there; it just needs to be discovered. Believe me, they would not consider running 611 if there was a lack of coal to fire her on.
lois

1994 was 20 years ago. I grew up in the coal fields, and a lot has changed in the past 20 years, most of it not for the good. Between decreasing supply of high quality coal, increasing environmental laws and costs, coal mining in the east is a declining industry. Consol just shut down or unloaded a lot of their mines. They are focusing on natural gas now.

There is nothing to discover in the coal fields. They know exactly where all the coal is. The issue is all the best and easy to get to coal has been mined out. What is left, for the most part is either too expensive to get to, or low quality (high in sulfur and impurities).

There will always be some coal around in the east. The question for the future will be how much it will cost per ton, and is it good enough quality to burn in steam locomotives that were designed for a certain type of coal. Burning poor quality coal in a locomotive will decrease performance, increase maintenance costs, and more than likely cause the EPA to take notice. All it would take is one "executive" order from the EPA calling for steam to meet higher pollution standards, and you will see every restored locomotive off the tracks.

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Posted by Overmod on Friday, March 21, 2014 7:05 AM

GP40-2
Can they even get Pocahontas coal today?

In the quantities required for fantrips, yes. 

A little more involved: the coal ought to be washed and sized to about 2", which involves some extra work not easily handled in 'truckload lots' delivered to the tender by loader.  But the required equipment would not be difficult to construct, and could be made portable.

It's also possible -- in this particular kind of application -- to use the range of 'clean coal' fuel fabrication techniques to make a few tender-loads' worth of fuel.  That might include SRC to remove the sulfur and ashing constituents, or cofiring with dolomite or torrefied-wood additives. 

Fuel cost (as a percentage of overall trip costs) is probably no more for a 611 excursion than the 5% or so that it was for 8055 in Europe (where coal is more expensive to source).  So the absolute economic 'advantage' of mine-run coal delivered in a heap where it can be trackhoe'd up into the tender may be far less, indeed outweighed, by the operating advantages of good fuel properly provided... just as it was in 1950.

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Posted by friend611 on Friday, March 21, 2014 5:36 PM
Thank you for your explanation, Overmod. That helped explain what I saw in Bluefield and Williamson in 2011, as well what I have been seeing on the satellite images on Google Maps. Coal is not dead. It will be there when it is time to go get it, when we fill the 611's tender for the first time. The coalfield area of southern West Virginia, southwest Virginia and eastern Kentucky is a rugged area and will survive. Long live Appalachia.
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Posted by friend611 on Friday, March 21, 2014 11:53 PM
Returning to the original subject of 611 on Saluda, I have asked one of the original NS steam crew members about the steam pressure of 611 on Saluda. Reviewing the videos I have seen, it appears that 611 was going around 10-15 mph on Saluda Grade, though she was working hard the entire way. There are parts where she would have gone slower, like at Melrose at the beginning of the grade where one has about 4% grade right in their face. And that moment on the first trip up in 1992, where she slipped so badly and stalled, she was very slow before and after. First before when she was beginning to "lose it" then afterward, when she could just crawl on the steepest part of the grade but later could pick up a bit before she stopped in the town of Saluda. On the second trip, she maintained her speed but had a few slips, including at the spot where she had stalled in 1992. On the remaining trips, she maintained speed past the stalling location with no hesitation or slipping. There seems to be a question of momentum though the main issue is with how well the crew had learned to handle Saluda. As to steam pressure, the safety valves did go off on a few occasions on the videos. And knowing what pressures the safety valves were always set on, it appears to me that 611 was run at regular working pressure (300 psi) unless some changes were made to the settings of the safety valves.
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Posted by friend611 on Saturday, March 22, 2014 11:46 PM
One important clue. There was concern that there would be separation of couplers and drawbars with 611 and three SD40-2's going up grade with 20 passenger cars. This was with 611 rated at 5,100 HP and all three diesels rated at 9,000 HP. The HP of 611 is of course at full working pressure at 300 psi, calculated at reaching its max at 40 mph. I think there would not have been much concern if 611 was working at less pressure or at lower speed, my estimating the speed of 10-15 mph on the grade.
I turn this over to Overmod for further analysis.
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Posted by friend611 on Sunday, March 23, 2014 2:43 PM
A selection of videos of 611 on Saluda for analysis:
http://youtu.be/A0np1GJy3fc
http://youtu.be/NUPlynJq7tg
http://youtu.be/LUogT5wA-EM
http://youtu.be/rZwNcw7X6VK
(Part 1 of 3)
http://youtu.be/IBwO48Zf_sA
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Posted by Overmod on Sunday, March 23, 2014 3:42 PM

Have we succeeded in locating a hp-speed curve for 611 including the steam-chest pressures available (at 300psi nominal) for each speed at the demanded load?  I don't have good data to do anything other than the averaged formula (e.g. Davis equation with assumptions) that has already been done.

My assumption is that the diesels would be worked just to the point where 611 was at maximal effort, to give the best steam show.  If that were being done today, a significant part of the diesel power would be applied via DPU to the rear (separating SD40s would probably have implied an extra crew at the time, particularly if the Southern pilot wasn't riding 611).  That would put the 'node' somewhere in the train, probably not moving more than a few cars whether 611 was slipping or not. 

The principal difficulty, of course, is that 611 can't put anywhere near the significant hp she could develop at, say 15 mph to the rail without slipping, particularly at her very low effective FA.  So whatever concern there would be would involve rapid changes of TE for the consist as a whole, perhaps the result of a slight slack run-in at the slip (the diesels being delayed in loading down) followed by a relatively quick acceleration (with the diesels loading and 611 recovering adhesion).  This was surely back in the days when the consist was not all-tightlock coupled, and it would be the non-tightlock cars that I'd expect to show the worst effects...

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Posted by friend611 on Sunday, March 23, 2014 4:06 PM
A few factors:
1. There are a few documents regarding 611 in excursion service in the N&WHS archives, as stated on the nwhs.org web site. I don't know if this would cover the information that is being sought, but it is worth a look. As well, there is a document on the tabulation of tractive effort in J's.
2. The diesels had taken most of the train up the grade, so 611 was left to handle the grade alone with 4-5 cars, all 85-foot streamlined cars though on at least one occasion she had her tool car (a former N&W heavyweight mail storage car, the same car now used as a tool car by Southern 630) and may have once had rebuilt heavyweight Pullman "Kitchi Gammi Club". I'm certain all her cars had tightlock couplers, as the last cars without these couplers, the Southern heavyweight cars, were removed from the excursion train after the May 1986 wreck.
lois
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Posted by friend611 on Sunday, March 23, 2014 6:37 PM
With rereading the post about steam locomotives being like big friendly dogs, I couldn't help thinking about that illustration in "Alice in Wonderland" with Alice and the giant puppy. (The illustration can probably be found online easily, don't know about the copyright issues.)
As regards 611 on Saluda, here's a quick rundown of the four trips:
October 25, 1992. Plan changed late to split up train before going up grade, diesels handling first 15 cars and 611 handling last five cars, on this trip all 85-foot streamlined cars. 611 had difficulty on last curve of grade due to flange lubricator and slipped badly and stalled. A restart was made after sand was checked, and 611 conquered the grade. Return run at night, with train intact, diesels used for dynamic braking to keep speed down on steep downgrade.
May 30, 1993. Downhill run made first, with stop in town of Saluda to check water. Uphill run made on return trip, with train split up as before. 611 handled last four cars in train, slipped a few times but never lost momentum, notably slipping at the curve that was the location of the stall in 1992.
October 23, 1994. Train handled as in previous trips, 611 ran upgrade without slipping on last curve. She held momentum throughout the trip.
November 13, 1994. Trip handled as before, 611 ran well to complete her conquest of Saluda. And this will definitely be the final trip, as due to the closure of the line and two washouts (one of them severe) it would be very difficult to get the line back into condition so that 611 could run on it again.
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Posted by friend611 on Sunday, March 23, 2014 9:42 PM
I recently got an answer to my question from former NS steam crww member Dwight Browning. He says that as far as he knows, 611 ran at 300 psi on Saluda but the water glass was raised so that more water would be carried in the boiler. He said that with the water glass at its normal position, and regarding the bottom of the glass with the location of the crown sheet, the crew would not be encouraged to carry enough water over the crown sheet for the engine to operate safely on the grade.
My bedtime now, more details later...
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Posted by GP40-2 on Sunday, March 23, 2014 11:37 PM

Overmod

Have we succeeded in locating a hp-speed curve for 611 including the steam-chest pressures available (at 300psi nominal) for each speed at the demanded load?  I don't have good data to do anything other than the averaged formula (e.g. Davis equation with assumptions) that has already been done.

My assumption is that the diesels would be worked just to the point where 611 was at maximal effort, to give the best steam show.  If that were being done today, a significant part of the diesel power would be applied via DPU to the rear (separating SD40s would probably have implied an extra crew at the time, particularly if the Southern pilot wasn't riding 611).  That would put the 'node' somewhere in the train, probably not moving more than a few cars whether 611 was slipping or not. 

The principal difficulty, of course, is that 611 can't put anywhere near the significant hp she could develop at, say 15 mph to the rail without slipping, particularly at her very low effective FA.  So whatever concern there would be would involve rapid changes of TE for the consist as a whole, perhaps the result of a slight slack run-in at the slip (the diesels being delayed in loading down) followed by a relatively quick acceleration (with the diesels loading and 611 recovering adhesion).  This was surely back in the days when the consist was not all-tightlock coupled, and it would be the non-tightlock cars that I'd expect to show the worst effects...

Easier solution in 2014. Use one heavy weight ES44AC with high adhesion - high TE software to drag the entire train , 611 included over the grade. Simple.

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