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Installing Kadee Trucks - #562 HGC Self-Centering Two-Piece Fully Equalized

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Installing Kadee Trucks - #562 HGC Self-Centering Two-Piece Fully Equalized
Posted by richhotrain on Monday, May 17, 2021 5:28 PM

I received a pair of replacement trucks today for a Kadee covered hopper. I want to make sure that I do the installation correctly, so I am looking for help and advice from members familiar with, and experienced in, installing these trucks.

Here is the pair of trucks with mounting tabs still in place holding the mounting screws.

P1020779.jpg

One set of instructions talk about making some modifications to the bolster on the underside of the car body.

P1020780.jpg

When those instructions say to "cut off flush" and "be sure top of hub is smooth and flat, are they saying to file off the four little pyramid shapes around the screw hole, as shown in the third photo?

P1020778.jpg

I appreciate any knowledgeable help and advice. No speculation please!

Rich

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Posted by richhotrain on Monday, May 17, 2021 5:45 PM

Here is the other set of instructions. Some of the terminology confuses me. For example, when the instructions say, drop the centering bushing into the truck bolster making sure the triangle wedges are indexed properly, I go blank.

P1020781.jpg

P1020782.jpg

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Posted by Overmod on Monday, May 17, 2021 6:07 PM

.

Removed as there is now a better specific discussion.

Everything you need to know about how these trucks work can be found by referring to the relevant patent:

https://patents.google.com/patent/US7434518

You can clearly see there only has to be 'one' sideframe and bolster assembly manufactured; two of them interlock together mutually, with the two half-cylindrical bearing areas defining the 'working' surface for truck pivoting.  That is why the truck bolster is in two pieces like that.

The upper part of the bushing acts as a fixed pivot pin, of somewhat larger OD and bearing surface than usual, and the flange acts as a stop to keep the truck frame from coming off.  The self-centering action is simply a consequence of introducing wedges and grooves that induce the truck to swing wheels-parallel when lifted completely past the 'bearing zone'.

All the alignment issues have to do with getting the wedges on the bearing pin at the right angle that the trucks 'center' to.  This does not matter to the truck performance in normal running.  It only affects the angle the truck assumes when the car is lifted. 

 

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Posted by Overmod on Monday, May 17, 2021 6:17 PM

.

Removed as there is now a better explanation.

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 6:45 PM

As the owner and operator of about 800 pair of Kadee trucks, I will go out on a limb here and suggest that I am qualified....... At least a third of my Kadee trucks are the self centering type.

Rich, the self centering truck, as you have likely seen by now, has a bushing that the truck pivots on.

The hole in the truck bolster that receives the bushing has V shaped recesses on each side.

The bushing has matching V shaped protrusions on each side.

For the initial installation of the bushing, it does not need to be perferctly positioned, it simply needs to fall down into the little V in the bolster.

Then install the screw, most of the way, but not fully tight.

Hold the truck in a straight position as if the car was on straight track, pull the truck away from the car, this will engage the V of the truck bolster with the V of the bushing.

Holding the truck in this position, tighten the screw.

Flip the car over and let the trucks hang free, the should be in a straight line with the car body.

If not, loosen the screw very slightly, and turn the truck as far as it will go in the direction necessary for the adjustment until the bushing turns slightly, 

Retighten and recheck.

When the car is sitting on the rails, the little V notches do nothing, they only engage when the car is lifted to "center" the trucks, in theory making it easier to place it on the rails.

The self centering feature itself is of marginal value in my mind, but, the fit of the bushing in the bolster is much better than just a screw, or even the bolster flange on the "average" freight car.

The self centering feature works the same on both sprung metal, and HGC equalized versions of Kadee trucks.

Questions are welcome, pictures may be possible if needed.

Sheldon

    

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 6:49 PM

Rich, since I don't own any Kadee hoppers, did the trucks you removed have the center bushing or just a screw? 

The answer to this will effect the solution to the four little points on the car bolster.

As soon as I can, I will check out one of my Kadee box cars.

Sheldon

    

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Posted by gmpullman on Monday, May 17, 2021 7:21 PM

At the moment I'm away from the shop but I DO believe those three "nubs" can remain on the center sill/car bolster of your hopper car.

The part of the "centering bushing" that engages the carbody has four indents in it (you can see evidence of them in my caboose photo in the "Six Wheel Heavyweight" thread.

I will confirm this in an hour or so when I return to the layout room.

Good Luck, Ed

 

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 7:21 PM

Now, having explained all that so that you hopefully have some idea of how the truck mounting works, it should be possible to simply install the trucks, with the screws, bushings and clips still together as the come out of the package. Screw them on to the car part way, remove the clips, and the pick up where I described the procedure for centering the bushing.

This should prevent the HGC truck two piece bolster from coming apart. 

But generally, the clip on brake rigging does a good job holding them together in any case.

Sheldon

    

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 7:23 PM

gmpullman

At the moment I'm away from the shop but I DO believe those three "nubs" can remain on the center sill/car bolster of your hopper car.

The part of the "centering bushing" that engages the carbody has four indents in it (you can see evidence of them in my caboose photo in the "Six Wheel Heavyweight" thread.

I will confirm this in an hour or so when I return to the layout room.

Good Luck, Ed

 

 

That's what I am thinking as well, but my inventory of Kadee cars is limited.

Sheldon

    

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Posted by wp8thsub on Monday, May 17, 2021 7:35 PM

Kadee's instructions made the installation sound a lot more involved than it actually is.  Basically all you need is a flat mounting surface on the body bolster, and a properly sized hole for the replacement screw.  Given that it's a Kadee car, you shouldn't have to make any adjustments for coupler height.

If the new trucks work OK on the stock bolsters, no additional modification should be required. If the protrusions on the car interfere with truck movement, trim them flush.  

I've installed quite a few of Kadee's HGC trucks.  They're a great solution for cars that have poor reliability caused by the truck/body bolster interface.

 

Rob Spangler

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Posted by richhotrain on Monday, May 17, 2021 7:55 PM

ATLANTIC CENTRAL

Rich, since I don't own any Kadee hoppers, did the trucks you removed have the center bushing or just a screw? 

The answer to this will effect the solution to the four little points on the car bolster.

As soon as I can, I will check out one of my Kadee box cars.

Sheldon 

Yes, the truck that I removed has the center bushing. And, there are matching V-shaped cutouts on that center bushing to mate with the V-shaped protrusions on the car bolster.

Rich

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Posted by richhotrain on Monday, May 17, 2021 7:59 PM

richhotrain

P1020780.jpg

When those instructions say to "cut off flush" and "be sure top of hub is smooth and flat, are they saying to file off the four little pyramid shapes around the screw hole, as shown in the third photo?

So, if I understand correctly what y'all are saying, I do not file off those four little V-shaped protrusions on the car bolster. Is that correct?

Rich

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Posted by gmpullman on Monday, May 17, 2021 8:06 PM

richhotrain
Is that correct?

That would be correct:

 Kadee_hopper-bolster by Edmund, on Flickr

The instructions are aimed at those modelers who choose to retrofit Kadee self-centering trucks to any number of different designs of mounting bolsters out there. They can't possibly hold the hands of every modeler who attempts to perform such a task. The instructions are simply a guide that indicates a flat surface is required for the "centering boss" to engage with.

If you already own a piece of Kadee rolling stock it would, it stands to reason, be designed to accept a Kadee truck.

This shows the centering boss if it were to be installed without the truck so you can see the indexed points at 90° intervals that engage the mating points on the carbody.

 Kadee_centering-boss by Edmund, on Flickr

I hope that helps, Ed

 

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Posted by richhotrain on Monday, May 17, 2021 8:08 PM

gmpullman

At the moment I'm away from the shop but I DO believe those three "nubs" can remain on the center sill/car bolster of your hopper car.

Three? Or four?

Rich

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Posted by gmpullman on Monday, May 17, 2021 8:17 PM

richhotrain
DO believe those three "nubs"

Again, I was away from the shop and looking at your photograph on a less-than ideal internet connection.

richhotrain
Three? Or four?

FOUR

 

 Kadee_Four-nubs-1 by Edmund, on Flickr

 (The far-right "nub" in your photo was difficult for me to see clearly)

My Mistake, Ed

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Posted by richhotrain on Monday, May 17, 2021 8:21 PM

gmpullman

 

 
richhotrain
Is that correct?

 

That would be correct:

 Kadee_hopper-bolster by Edmund, on Flickr

The instructions are aimed at those modelers who choose to retrofit Kadee self-centering trucks to any number of different designs of mounting bolsters out there. They can't possibly hold the hands of every modeler who attempts to perform such a task. The instructions are simply a guide that indicates a flat surface is required for the "centering boss" to engage with.

If you already own a piece of Kadee rolling stock it would, it stands to reason, be designed to accept a Kadee truck.

This shows the centering boss if it were to be installed without the truck so you can see the indexed points at 90° intervals that engage the mating points on the carbody.

 Kadee_centering-boss by Edmund, on Flickr

I hope that helps, Ed 

Yes, it does help. This is all beginning to make sense to me.

Rich

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Posted by richhotrain on Monday, May 17, 2021 8:25 PM

gmpullman
 
richhotrain
Three? Or four? 

FOUR

Thanks for that clarification, Ed. I just wanted to be sure that I understood what your were referring to.

Rich

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Posted by richhotrain on Monday, May 17, 2021 8:41 PM

ATLANTIC CENTRAL

As the owner and operator of about 800 pair of Kadee trucks, I will go out on a limb here and suggest that I am qualified....... At least a third of my Kadee trucks are the self centering type.

Rich, the self centering truck, as you have likely seen by now, has a bushing that the truck pivots on.

The hole in the truck bolster that receives the bushing has V shaped recesses on each side.

The bushing has matching V shaped protrusions on each side.

For the initial installation of the bushing, it does not need to be perferctly positioned, it simply needs to fall down into the little V in the bolster.

Then install the screw, most of the way, but not fully tight.

Hold the truck in a straight position as if the car was on straight track, pull the truck away from the car, this will engage the V of the truck bolster with the V of the bushing.

Holding the truck in this position, tighten the screw.

Flip the car over and let the trucks hang free, the should be in a straight line with the car body.

If not, loosen the screw very slightly, and turn the truck as far as it will go in the direction necessary for the adjustment until the bushing turns slightly, 

Retighten and recheck.

When the car is sitting on the rails, the little V notches do nothing, they only engage when the car is lifted to "center" the trucks, in theory making it easier to place it on the rails.

The self centering feature itself is of marginal value in my mind, but, the fit of the bushing in the bolster is much better than just a screw, or even the bolster flange on the "average" freight car.

The self centering feature works the same on both sprung metal, and HGC equalized versions of Kadee trucks.

Questions are welcome, pictures may be possible if needed.

Sheldon

 

Sheldon, I have read your post a half a dozen times, and I think that I get it. Part of my problem is mastering the terminology. So, what I plan to do is to tackle this in the morning and report back. I think that I will simply need to try to do this and then ask questions if I stumble. I have to believe that once I install the first truck, the second one will go a lot easier.

Rich

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 8:56 PM

Ed, thanks for the great photos.

I convert most of my freight cars to Kadee trucks that have been refitted with Intermountain wheelsets and I have been using mainly the self centering ones for a while now.

But I only have a handful of Kadee cars and have had little reason to take them apart to notice or remember the little nubs.

They will make the assembly process even easier.

Sheldon

 

    

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Posted by gmpullman on Monday, May 17, 2021 9:12 PM

ATLANTIC CENTRAL
But I only have a handful of Kadee cars and have had little reason to take them apart

Off the top of my head I probably have three-dozen Kadee cars. Likewise, I don't recall ever having a need to disassemble them.

On some of the cars that I've retrofitted self-centering trucks I have passed a mill file over the existing body bolster which provides a flat surface for the centering device to rest on. I noticed the four gaps in the soft-wood bolster of the caboose where the boss was contacting it. That gave me a clue that the centering boss must have some kind of indexing tabs.

As seen in the lower-left of this photo:

 NYC_19186_truck by Edmund, on Flickr

Sometimes, when tightening the screw I've noticed the centering boss wants to twist in the clockwiise direction even while lifting the (upside down) truck. I simply counter-rotate the truck which holds the two triangle-shaped bosses perpendicular to the car centerline then give the final "snug" to the screw.

There used to be a column in M-R, was it called "Kinks" where some of the things — like fitting trucks to cars — were addressed. Some of there tricks were pointed out there.

Regards, Ed

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Posted by ATLANTIC CENTRAL on Monday, May 17, 2021 9:46 PM

gmpullman

 

 
ATLANTIC CENTRAL
But I only have a handful of Kadee cars and have had little reason to take them apart

 

Off the top of my head I probably have three-dozen Kadee cars. Likewise, I don't recall ever having a need to disassemble them.

On some of the cars that I've retrofitted self-centering trucks I have passed a mill file over the existing body bolster which provides a flat surface for the centering device to rest on. I noticed the four gaps in the soft-wood bolster of the caboose where the boss was contacting it. That gave me a clue that the centering boss must have some kind of indexing tabs.

As seen in the lower-left of this photo:

 NYC_19186_truck by Edmund, on Flickr

Sometimes, when tightening the screw I've noticed the centering boss wants to twist in the clockwiise direction even while lifting the (upside down) truck. I simply counter-rotate the truck which holds the two triangle-shaped bosses perpendicular to the car centerline then give the final "snug" to the screw.

There used to be a column in M-R, was it called "Kinks" where some of the things — like fitting trucks to cars — were addressed. Some of there tricks were pointed out there.

Regards, Ed

 

Yes, I tried to explain that adjustment procedure above, not sure if I was clear enough.

Like I said, I prefer sprung or equalized trucks, and I repalce most rigid trucks, even on brand new quipment in many cases.

Sheldon

    

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Posted by richhotrain on Tuesday, May 18, 2021 8:26 AM

I just installed the two new trucks on the Kadee covered hopper. 

After a restless night of tossing and turning over the complex terminology and Kadee's instructions how to apply that terminology, I threw my hands up in the air and just went for it.

Before doing so, however, I turned another Kadee covered hopper upside down and observed that the center bushing stayed in place, perpendicular to the underside bolster, no matter how I rotated the truck. Awesome!

So, I pulled off the factory supplied mounting tab and screwed down the truck assembly. At that point, I noticed that the center bushing was not staying in place. Why not? Because the new screw supplied by Kadee was too long.

So, I took off the Kadee supplied screw and use the shorter screw that was originally on the car. The covered hopper now works like a charm, and the car rolls very, very smoothly down the track.

I have nothing more to say. Thanks to all for your help and advice.

Rich

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Posted by richhotrain on Tuesday, May 18, 2021 8:44 AM

gmpullman
 
ATLANTIC CENTRAL
But I only have a handful of Kadee cars and have had little reason to take them apart 

Off the top of my head I probably have three-dozen Kadee cars. Likewise, I don't recall ever having a need to disassemble them.

I only have those three Kadee covered hoppers, and I have never had a reason to disassemble them either - - until I remove the sprung truck to clean the wheels.

In retrospect, I never should have removed the truck. Rather, I should have tried to clean the wheels with the truck still attached to the underside of the car.

Actually I initially tried that, but it was proving difficult to thoroughly clean the wheels, and that is what prompted me to remove the truck and take off the wheelsets.

Rich

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Posted by richhotrain on Tuesday, May 18, 2021 8:58 AM

I guess that the issue is whether I am replacing Kadee trucks on Kadee cars with replacement Kadee trucks. If I am buying Kadee trucks to replace non-Kadee trucks on non-Kadee cars, that is a whole other matter. I assume that is the reason that Kadee includes the following instructions - - for installation of Kadee trucks on non-Kadee cars.

P1020780.jpg

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Posted by ATLANTIC CENTRAL on Tuesday, May 18, 2021 11:01 AM

Lastspikemike

This thread is very illuminating. 

The more I think about this the better I appreciate the plastic Kadee trucks.

There is no need to be concerned about the trucks "falling apart" because they are simple to reassemble. Fiddly but not difficult. Certainly less fiddly than fitting coupler springs, just for example. 

But the best feature seems to be the prototypical aspect. Because the truck mounting screw only affixes the center bushing the freedom of the truck itself to rotate and rock is not affected by mounting pressures. That freedom is as designed in by Kadee and is a fixed quality. The car rides on a Kadee truck more or less by its own weight just as in real life trains. The difference is when the car derails the trucks don't fall off, or rather the car doesn't fall off its trucks. The older metal trucks don't have this added feature but are really sprung unlike the plastic versions.

I'm beginning to like Kadee trucks.

 

That's why Kevin and I put them on everything, they are better,

Sheldon

    

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Posted by richhotrain on Tuesday, May 18, 2021 11:06 AM

ATLANTIC CENTRAL

That's why Kevin and I put them on everything, they are better,

For me, I guess that time will tell if the Kadee trucks are better. But, in the meantime, let me ask, is it the center bushing that makes it better?

Rich

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Posted by ATLANTIC CENTRAL on Tuesday, May 18, 2021 12:35 PM

richhotrain

 

 
ATLANTIC CENTRAL

That's why Kevin and I put them on everything, they are better,

 

 

For me, I guess that time will tell if the Kadee trucks are better. But, in the meantime, let me ask, is it the center bushing that makes it better?

 

Rich

 

Rich, the most important feature is equalization, flexing to keep all four wheels on the rail at the same time.

The bushing is a bonus, and I install Intermountain wheelsets to make them more free rolling.

Sheldon

    

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Posted by richhotrain on Tuesday, May 18, 2021 1:06 PM

ATLANTIC CENTRAL
 
richhotrain 
ATLANTIC CENTRAL

That's why Kevin and I put them on everything, they are better, 

For me, I guess that time will tell if the Kadee trucks are better. But, in the meantime, let me ask, is it the center bushing that makes it better? 

Rich 

Rich, the most important feature is equalization, flexing to keep all four wheels on the rail at the same time.

The bushing is a bonus, and I install Intermountain wheelsets to make them more free rolling.

Sheldon 

Thanks, Sheldon. Typically, I replace the wheelsets with Intermountain as well. But these wheels roll pretty freely, so I may leave well enough alone.

Rich

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Posted by richhotrain on Tuesday, May 18, 2021 3:17 PM

Lastspikemike

The Kadee trucks flex enough to allow you to take out and install wheelsets without removing the truck from the car. This applies to both metal and HGC plastic trucks.  

That is how this whole episode started. I could not get the wheelsets out of the sideframes, and that is why I removed the truck from the car. 

 

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Posted by SeeYou190 on Tuesday, May 18, 2021 8:08 PM

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