I am a great failure who never felt motivated to learn the 'originating railroad's name' connected with a particular Whyte system wheel arrangement ... Northern, Pacific, Texas ... or Selkirk.
As a pre-schooler, the strange engines in this post were identified to me as being a Cab-in-Front and they were perhaps the first and only 'type' I could identify by name - rather than resorting to the Whyte numeric system.
As John B Hungerford mentions in his 1959 booklet Cab-in-Front, these engines were also called: Back-Up, Cab-Forward, Cab-Fronter, Cab-First, Stack-in-Back.
Looking at the roster which will follow, you'll see that the official SP nomenclature used those 'Whyte descriptors' (blended with 'Mallet' where applicable) in abbreviated form to designate the different classes of Cab-in-Front locomotives as MC, AC or MM.
The ACs are probably the engines most people would know or recognize.
* * *
Here is a brief, contemporary overview of the Southern Pacific from:
Handbook of American Railroads; Robert G Lewis; 1951; Simmons-Boardman.
While I will persist in calling it the SP
Railroad, I believe it was properly called a 'Company' or a set of 'Lines'.
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| Handbook of American Railroads; Robert C Lewis; 1951; Simmons-Boardman. |
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| Handbook of American Railroads; Robert C Lewis; 1951; Simmons-Boardman. |
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| Handbook of American Railroads; Robert C Lewis; 1951; Simmons-Boardman. |
If you notice the position of the line connecting Sacramento to Reno - you're looking at the entire territory (over the summit of the Sierra Nevada) for which the Cab-in-Fronts were designed.
More precisely, these engines were conceived by the Southern Pacific and built by Baldwin for use in the mountains between Roseville, California and Sparks, Nevada. On that line, an extensive network of snowsheds and tunnels, and steep grades of over 2% in both directions, were causing significant operating problems. The line rose to an elevation of about 7000 feet ASL, and the location receives the greatest amount of snowfall when considering all of the lower 48 States.
... To move trains of 60-70 cars of 25-30 ton capacity on 'The Hill', six 2-8-0 engines were often necessary: headend, 2; mid-train, 2; ahead of the caboose, 2.
... Using 6 engines to move a train of 2000 tons or so seems really inefficient. However, people only had horse or mule traction on the Old Overland Trail for comparison, so it probably seemed like a cutting-edge modern marvel to most onlookers at that point.
These 2-8-0s were hand-fired coal engines, and compounding was all the rage at that point. The steam would move from a 'small' high-pressure cylinder on one side, to a 'large' low-pressure cylinder on the other side, to get the most useful energy from the steam before it was lost up the stack.
The trains on The Hill would travel at 12 mph, unless their progress was interrupted for some reason. In that case, they would average 8 mph because it took so long to get the train moving again on the grades.
You can imagine how foul the air in tunnels and snowsheds would be after 6 hard-working steam locomotives operated through them.
As noted in a previous post, heavy oil production in California did not lead to the SP using it generally as a fuel until about 1905-1910.
Then, the SP made a decisive move to address the challenge of The Hill.
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| Cab-in-Front; John B Hungerford; 1959; Hungerford Press. |
SP purchased the 2-8-8-2 compound No 4000 (above) and 4001 from Baldwin in 1909. The small high-pressure cylinders are fed directly from the steam dome and the second-hand steam is passed on to the low-pressure cylinders at the pilot.
A veteran engineer came out of retirement to operate the engine on its first trial trip, with the future road foreman of engines serving as his fireman.
The trip was a great success, but it almost killed the engine crew. The exhaust gases left the stack at over 700 degrees Fahrenheit and swirled around in the tunnels to blast the occupants of the cab.
An enduring 'solution' - which will come back to haunt a future post - came from this experience. The railroad devised a 'respirator' (not an 'FDA-approved medical device') which took air from the main air reservoir, ran it through a reduction valve and a ... 'purifier' ... and the air terminated in masks which could be worn by the members of the engine crew.
The 'respirator' did nothing about the heat from the exhaust gases or the deafening noise confined within the close tolerances of the tunnels.
* * *
These two short biographies were published almost a decade before the characters enter our story in 1909.
In 1909, Heintzelman was superintendent of motive power on the SP.
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| The Biographical Directory of the Railway Officials of America; ed: T Addison Busbey;1901; Railway Age. |
Charles Browning Jr was SP engineer of tests and chief chemist at the Sacramento shops. He had been running tests on a number of the trial trips of the 4000 and 4001. In a meeting of 2-8-8-2 troubleshooters convened in Heintzelman's office, Browning recalled seeing the monstrosity pictured below. Might it contribute an idea to resolve the tunnel and snowshed problems of the new engines? He was sent to investigate.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
This water-tube boiler locomotive was in use circa 1900-1905 on the North Pacific Coast Railroad based in Sausalito, California. It was terribly unsuccessful as a design and exerted enough tractive effort to pull about 4 cars ... before experiencing unwelcome flows of boiler water into the exhaust. The engineer was positioned as shown over the '21' - on the left side of the cab. The pistons are at the pilot. The tender carries oil and water in separate tanks. > The stack is at the back.
I had only seen a painting of this unique locomotive. I was quite excited to find a snapshot of it in an obscure photo album preserved at archive.org . Then I started looking in my books and found an endless supply of different photos of it.
It is often perplexing that all the strange or unique examples get saved, preserved, restored, photographed ... and the equipment that really got the job done is scrapped, apparently because it is so 'boring' to the people making the conservation decisions.
Fortunately ... for the Sake of Humanity ... the 21 was scrapped in 1905.
* * *
In 1909, Howard Stillman was SP chief mechanical engineer, based in San Francisco.
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| The Biographical Directory of the Railway Officials of America; ed: T Addison Busbey;1901; Railway Age. |
Stillman was well aware of SP's El Gobernador fiasco: big engine, big pistons, the engine of the future!
... But the power of a steam engine is generally determined by how efficiently large quantities of water can be turned into steam. El Gob's boiler was too small. In the years following its creation, it was sometimes brought out of hiding to impress unsuspecting visitors.
But everyone who 'knew' was acutely aware of its pathetic, inadequate, tiny, little, boiler.
In spite of his misgivings, Stillman directed the drafting of the 'big new design'. They told Baldwin to put a hold on the 15 additional engines the SP had already ordered until they worked through the design changes together.
* * *
As mentioned earlier, The Hill territory which is central to our story is roughly between Sacramento and Reno. On this map, you can see that it was precisely between Roseville, California and Sparks, Nevada.
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| screencap from: Southern Pacific 1907; California National Education Association; David Rumsey Map Collection. |
The map below (dating from the mid-1860s) looks east from Reno toward Sparks.
YouTube links:
* * *
On the previous map with railroad detail, you'll see Summit near Truckee. That is the location later known as Norden. From the very beginning of railroad operations, Norden housed an impressive centre of railroad resources and highly-skilled personnel - such as shop trades, dispatchers and engineering professionals.
If you look at Norden today on Google maps, you'll see enduring evidence of a second line there which SP was building as the new engines arrived. The single track line at the summit had reached saturation with the new Californian agricultural traffic the new engines were in the process of mastering.
What I saw east of Norden on Google maps (starting at 'Donner Pass') were abandoned concrete snowsheds. There are also feats of classic railroad drainage-system-pattern location on both sides of Norden - but particularly east of that location.
... I have not yet determined for myself which was the original line or how the current track arrangement relates to the original.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
Snowsheds were a fire risk, but they were required at Norden because of the massive snowfalls. Notice the original enclosed turntable - no one enjoyed shovelling out the pit.
* * *
Here's a handy roster.
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| Cab-in-Front; John B Hungerford; 1959; Hungerford Press. |
There were many versions of this general cab-ahead design between 1909 and 1944 - when the last ones were built. Each added its own innovations.
When these very long engines was climbing, the design had to ensure that the fuel oil always flowed uphill to the cab where the fireman metered it into the burner. To accomplish this, the oil tanks were sealed and pressurized to 5 pounds per square inch from the locomotive's reservoir. In addition, because the viscous heavy oil was heated with live steam to help it flow, reinforcement of the tender tank and a safety valve were necessary.
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| Cab-in-Front; John B Hungerford; 1959; Hungerford Press. |
Above: The 4002 was the first Cab-in-Front delivered from the Baldwin shops in 1910.
For those interested in 'how you would operate one of these if asked to do so' there is this interesting detail. In a compound (as seen above), the steam goes first to the small high pressure cylinders - the large low pressure cylinders sit and wait to receive the second hand steam.
As these are two separate 'engines', the high pressure engine wheels (i.e. the front eight) would turn away, presumably burning the rail until the engine became a functioning compound with enough tractive effort to get the train moving.
So ... they installed a kind of a starting valve that a skilled engineer would use to prime the low pressure cylinders so 'both engines' would exert roughly equivalent tractive effort at the same time when starting.
Unfortunately, the key word is 'skilled' - it was kind of an imperfect solution, but it illustrates an interesting aspect of this technology.
* * *
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| Cab-in-Front; John B Hungerford; 1959; Hungerford Press. |
In the roster, you may have noticed the MM-2 class - here is 4206 as a 2-6-6-2 in 1911 with a 'whaleback' tender. These were designed as faster passenger engines for use on The Hill, but the pilot truck was eventually changed to a 4-wheel truck as they had a habit of derailing. Apparently, the 4208 of this class was on its first trip, pulling the Overland Limited and it derailed - taking the train down the embankment with it, on a sharp curve near Colfax.
The other difficulty with this design was that they tended to project excessively on curves and this feature often made its impression by damaging or removing the posts of snowsheds.
This saga ended happily as these engines were sent to the Portland Division where they provided essential power in freight service as the WW2 traffic built up.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
Part of the unique subterranean world of snowsheds at Norden.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
Engine 4154 on the covered turntable at Norden.
Eventually, operations on The Hill became extremely efficient.
The booklet does not specify an exact train length - but typically a train was probably around 75-80 cars, governed by siding length, as the line was perpetually busy.
The last iteration of train marshaling before dieselization (if three Cab-in-Fronts were used on a train running eastbound up the hill from Roseville) was #1 headend; #2 15 cars ahead of the caboose; #3 4 cars ahead of the caboose. With this configuration, the three engines could take water simultaneously at the tanks and standpipes at Colfax and Emigrant Gap.
* * *
At this point, it should be pointed out that a change which really allowed the Cab-in-Front engines to come into their own occurred during the late 1920s when most of them were rebuilt as simple expansion engines. In general, the compound concept to gain power was made obsolete by steam superheating, etc. The image above is the first one presented here which reflects that change - but the engine is too long for the photographer to capture completely.
The simplest spotting feature is that the cylinders of 'both engines' are the same size on the photos which follow.
With rebuilding, the top speed of these engines increased (allowing these 'freight' engines to take over pasenger trains), tractive effort was increased, and maintenance costs were decreased.
* * *
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| Cab-in-Front; John B Hungerford; 1959; Hungerford Press. |
However, as more of these engines with increasingly-refined designs arrived, many were reassigned outside of their original territory of The Hill. In 1939, the 4125 is seen with No 60 near Mojave (just north of Los Angeles). Typically, a Cab-in-Front engine in passenger service would be limited to a maximum of 50 mph.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
This is a nice photographic study of the fireman's side of the cab as the engine sits on a turntable.
While later designs inserted a single note airhorn below the headlight for emergency warning duty,
the engines still had steam whistles.
* * *
Cab Interiors, 4100-class
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| The History of Western Railroads; Jane Eliot; 1985; Bison. |
The engineer's seat is facing forward toward the front cab windows (which are behind the camera). At his left shoulder would be the cutoff/reverser. To his right is his doorknob to exit the right side of the engine. The throttle is seen at the top of the boiler backhead - I think mounted on a horizontal quadrant. Notice the ergonomic presentation of gauges by his left shoulder.
Below the throttle is the door of the firebox - you can see that its small viewing window has its disk-lid swung open. Under dark operating conditions, the bright oil flame window would be covered with the disk, so the engine crew could maintain its night-vision.
In one of my books, it is suggested that the sight glass and brake handles can be also seen. I'm not absolutely sure, so I'll avoid the risk of steering you in the wrong direction.
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| The History of Western Railroads; Jane Eliot; 1985; Bison. |
On the fireman's side, the controls are really interesting. I believe the fireman's forward-facing backrest is at the lower edge of the photo - right of centre. We are looking toward the same doorknob over on the engineer's side of the cab. The front cab windows are to our left. I believe the seat for the headend brakeman would be in the corner of the cab beyond the left edge of the photo.
If you've been following this series you'll probably recognize the firing valve handle on the upper quadrant at the left. Below it is the damper lever. The handle for the 'blower' or 'atomizer' which creates the necessary fine mist of heavy oil is labelled but not visible (unfortunately!). Above them is the steam gauge.
Of special interest is the smallest gauge which apparently gives a readout on the pressurized tender.
The large injector priming valve handle is at the top right corner of the photo, attached to the boiler backhead.
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| I Like Trains; ed: David P Morgan; 1980; Kalmbach. |
The irrepressible Ward Kimball took hundreds of photos for this last run portrait of a Southern Pacific engineer. The article appeared in October 1948 Trains and was reprinted in the anthology noted in the caption.
To get this view, Kimball would be standing between the engineer and fireman's workstations - in front of the firebox door.
If the interiors and exteriors match, Bascom Farrow's last run was made on engine 4246, leading No 60 from Bakersfield to Los Angeles.
Like many advanced engines built at the end of steam, the 4246 had a relatively short lifespan of less than 16 years.
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| The Central Pacific & The Southern Pacific Railroads; Lucius Beebe; 1963; Howell-North. |
In Sparks, Nevada near the end of steam. You can see the ease of handling for the oil fuel. The engine would line up once, and the hostler or fireman could fill both sections of the tender at the same time without the need to spot the engine again.
* * *
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| from: The Train; Jonathan Glancey; 2004; Carlton. |
Finally, above and below you can see an early engine from 1910 compared to another from the second-to-last series delivered by Baldwin in 1943.
While a direct side-to-side comparison is not possible, the refined aesthetics of the engine-building craft and the sophisticated end-stage technology of the steam power era can be clearly seen.
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| Steam's Finest Hour; ed: David P Morgan; 1959; Kalmbach. |
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