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With railways, a break of gauge occurs where a line of one gauge meets a line of a different gauge: specifically a different track gauge. Trains and rolling stock cannot run through without some form of conversion between gauges, leading to passengers having to change trains and freight getting transshipped. A break of gauge adds delays, inconvenience and costs.
Where trains encounter a different gauge, such as at the Spanish–French border or the Russian–Chinese one, the traditional solution has been transloading (often called transshipment in discussions of break of gauge), that is, the transfer of passengers and freight to cars on the other system. When transloading from one gauge to another, often the quantities of rolling stock are unbalanced between the two systems, leading to more idle rolling stock on one system than the other. This is obviously far from optimal, and some other schemes have been devised.
Various solutions other than transloading were conceived even in the early era of railways in Britain 202–203 (including rollbocks, transporter wagons, dual gauge, and even containerization or variable gauge axles), but they were not implemented during the nastiest flare-up of the Gauge War in the 1840s, which resulted in horrendous spectacles of confused and wasteful transloading. :202–203 L. T. C. Rolt's biography of Isambard Kingdom Brunel (mastermind of the broad gauge) remarks on the apparent mysteriousness of this lack of implementation, :202–203 but a likely explanation is that the combatants at the time were more interested in winning the Gauge War, defeating the other gauge, than in demonstrating how peaceful coexistence could be developed. Rolt states that the shocking confusion seen in an editorial cartoon of transloading chaos at Gloucester in 1843 was deliberately contrived, as later admitted by a railway goods manager, as a spectacle for a visiting parliamentary committee. :202–203 Rolt states that the germ of the idea of containerization was known even at this time, :202–203 which is interesting in that the full potential of containerization was not thoroughly developed until a century later, after World War II.:
Lack of a standard gauge was a significant problem in transportation in the Confederate States of America during the American Civil War.
One common method to avoid transshipment is to build cars to the smaller of the two systems' loading gauges with bogies that are easily removed and replaced with other bogies at an interchange location on the border. This takes a few minutes per car, but is quicker than transshipment of goods.
A more modern and sophisticated method is to have multigauge bogies with wheelsets whose wheels can be moved inward and outward. Normally they are locked in place, but special equipment at the border unlocks the wheels and pushes them inward or outward to the new gauge, relocking the wheels when done. This is done as the train moves slowly over the special equipment.
In some cases, breaks of gauge are avoided by installing dual-gauge track, either permanently or as part of a changeover process to a single gauge.
One method of achieving interoperability between rolling stock of different gauges is to piggyback stock of one gauge on special transporter wagons or even ordinary flat wagons fitted with rails. This enables rolling stock to reach workshops and other lines of the same gauge to which they are not otherwise connected. Piggyback operation by the trainload occurred as a temporary measure between Port Augusta and Marree during gauge conversion work in the 1950s to bypass steep gradients and washaways in the Flinders Ranges.
Narrow-gauge railways were favoured in the underground slate quarries of North Wales, as tunnels could be smaller. The Padarn Railway operated transporter wagons on their 4 ft (1,219 mm) gauge railway, each carrying four 1 ft 10+3⁄4 in (578 mm) slate trams. When the Great Western Railway acquired one of the narrow-gauge lines in Blaenau Ffestiniog, it deployed a similar type of transporter wagon to allow continued use of the quarries' existing slate wagons.
Transporter wagons are most commonly used to transport narrow-gauge stock along standard-gauge lines.
At the Guinness brewery in Dublin there used to be 1 ft 10 in (559 mm) internal narrow gauge and 5 ft 3 in (1,600 mm) gauge (standard gauge for Ireland), and to avoid the need for steam locomotives of both gauges the narrow-gauge engines were provided with standard-gauge converter wagons (named "haulage trucks"). The narrow-gauge steam locomotive was lowered into the haulage truck using a gantry, and its wheels rested on rollers, which in turn drove the haulage wagon wheels via a 3:1 reduction gear. Several of these locomotives survived into preservation, including locomotive No23 complete with haulage wagon and lifting gantry preserved at Brockham museum in 1966, and now at the Amberley Museum Railway.
More rarely, standard-gauge vehicles are carried over narrow-gauge tracks using adaptor vehicles; examples include the Rollbocke transporter wagon arrangements in Germany, Austria, and the Czech Republic, and the milk transporter wagons of the Leek and Manifold Valley Light Railway in England.
As of 2010 [update] , Japan is developing the Train on Train piggyback concept.
The widespread use of containers since the 1960s has made break of gauge less of a problem, since containers are efficiently transferred from one mode to another by suitable large cranes.
It helps if the lengths of the wagons on each gauge are the same so the containers can be transferred from one train to the other with no longitudinal movement along the trains. The different wagons should carry the same number of containers. Delays to each train depends on how many cranes can operate simultaneously.
Container cranes are relatively portable, so that if the break of gauge transshipment hub changes from time to time, the cranes can be moved around as required. Fork lift trucks can also be used.
It has been reported that, for example, when containers are shipped by a "direct train" from China to Europe, it is only containers, and not the railcars, which move from China's railway network to that of Kazakhstan. At the border station at Khorgos, two trains (the Chinese 1,435 mm or 4 ft 8+1⁄2 in standard gauge one and the Kazakh 1,520 mm or 4 ft 11+27⁄32 in one) would stand side by side at parallel tracks, while the cranes would move the containers from one train to the other in as short a time as 47 minutes.
Wherever there are narrow-gauge lines that connect with a standard-gauge line, there is technically a break of gauge. If the amount of traffic transferred between lines is small, this might be a small inconvenience only. In Austria and Switzerland there are numerous breaks-of-gauge between standard-gauge main lines and narrow-gauge railways.
Many internal Swiss railways that operate in the more mountainous regions are 1,000 mm (3 ft 3+3⁄8 in) metre gauge , and most are equipped with rack assistance to deal with the relatively steep gradients encountered. Through running of standard-gauge trains on rack sections would not be possible, but dual-gauge track exists in many places where the gradient is relatively flat to carry standard- and metre-gauge stock. There are also some 800-mm-gauge railways which are entirely rack operated.
The effects of a minor break of gauge can be minimized by placing it at the point where a cargo must be removed from cars anyway. An example of this is the East Broad Top Railroad in the US, which had a coal wash and preparation plant at its break of gauge in Mount Union, Pennsylvania. The coal was unloaded from narrow-gauge cars of the EBTR, and after processing was loaded into standard-gauge cars of the Pennsylvania Railroad.
The line between Finland and Russia has a nominal break of gauge; Finnish gauge is 1,524 mm (5 ft) whereas Russian gauge is 1,520 mm (4 ft 11+27⁄32 in). This does not usually prevent through-running, and in fact, such a service exists in the form of the Allegro high-speed service between Helsinki and St. Petersburg. The nominal 4 mm (0.16 in) difference is generally within tolerance, and the present Russian gauge is actually a redefinition of the older 1,524 mm (5 ft).
The Iberian gauge is actually three slightly different gauges: 1,672 mm (5 ft 5+13⁄16 in) in Spain, 1,664 mm (5 ft 5+1⁄2 in) in Portugal, and the newer, redefined 1,668 mm (5 ft 5+21⁄32 in). Through-running is done with vehicles having a gauge within certain tolerances. Indian gauge, 1,676 mm (5 ft 6 in), is also compatible with Iberian gauge, although there are no actual railway connections between the two. Despite this, old Spanish and Portuguese rolling stock have been reused in Argentina and Chile, both of which use Indian gauge.
A nominal break of gauge with standard gauge exists as well: on the Hong Kong MTR network, lines owned by MTR Corporation use 1,432 mm (4 ft 8+3⁄8 in) before 2014. Newer lines and extensions use 1,435 mm (4 ft 8+1⁄2 in) with nominal gauge break at Sheung Wan station and Yau Ma Tei station. 1,435 mm (4 ft 8+1⁄2 in) is also employed on those owned by KCR Corporation, despite the lack of physical connections between the two networks.
A large railway may have main lines with heavy tracks, and branch lines with light track. Light locomotives and rolling stock can operate on all lines, but heavy locomotives and rolling stock can only operate on heavy track. Heavy rolling stock might be able to operate on lighter track at reduced speed. Light track can be upgraded to heavy track by installing heavy rails, etc., and this can be done without changing the track gauge.
When a main line is converted to a different gauge, branch lines can be cut off and made relatively useless, at least for freight trains, until they too are converted to the new gauge. These severed branches can be called gauge orphans.
The opposite of a gauge orphan is a line of one gauge which reaches into the territory composed mainly of another gauge. Examples include five broad-gauge lines from Victoria, Australia, which crossed the border into otherwise standard-gauge New South Wales. Similarly, the standard-gauge line from Albury to Melbourne in 1962 which eliminated most transshipment at Albury, especially the need for passengers to change trains in the middle of the night.
Two Russian broad-gauge lines reach out from Ukraine, one (the Uzhhorod–Košice line) into Slovakia to carry minerals; another (the Metallurgy Line) into Poland to carry heavy iron ore and steel products without the need for transshipment as would be the case if there were a break of gauge at the border. There are plans to extend the Slovak line to Vienna.
In 1994, the Rail Baltica proposal emerged to build a 728 km north–south line to link European standard-gauge railways from Poland to Kaunas, Lithuania, and via Riga, Latvia, to Tallinn, Estonia. In the shorter term (the 2010s) it will only be built to Kaunas.
The gauge outreach from Kalgoorlie to Perth partly replaced the original narrow-gauge line, and partly rebuilt that line with better curves and gradients as double-track dual gauge. Because of lack of space at the main Perth station, standard-gauge passenger trains terminate one station short at East Perth.
While track gauge is the most important factor preventing through running between adjacent systems, other issues can also be a hindrance, including structure gauge, loading gauge, axleloads, couplings, brakes, electrification systems, signalling systems, multiple unit controls, rules and regulations, driver certification, righthand or lefthand running, repairs (how to make and pay for repairs while rolling stock is on other railway's territory) and language. The structure gauge, loading gauge and axleload problems are solved by simply using the smaller options for through running. The general solution is often to custom-build vehicles to fit all the standards to be encountered. Trains can be built to accept four voltages, to have dual signaling systems equipment, etc. All of these solutions, however, usually result in either more expensive trains or less comfort for passengers (e.g. through less room inside the train if it has a smaller loading gauge) or – in the case of freight railways – less room for cargo, making double stacking impossible or other negative effects.
The earliest working example of the axle-changing system at the French-Spain border in 1948 had the axles being changed at the rate of 8 wagons or 32 axles per hour.
The United States of America had broad-, narrow-, and standard-gauge tracks in the 19th century, but is now almost entirely 1,435 mm (4 ft 8+1⁄2 in) standard gauge. Narrow-gauge operations are generally confined to isolated rail systems, with a few notable exceptions.
China has a standard-gauge network; neighbouring countries Mongolia, Russia and Kazakhstan use 1,520 mm (4 ft 11+27⁄32 in) gauge, and Vietnam mostly uses 1,000 mm (3 ft 3+3⁄8 in) (metre gauge), so there are some breaks of gauge. See the Trans-Manchurian Railway (gauge changing at Zabaikalsk on the Russian side of the border), the Trans-Mongolian Railway and the Lanxin railway. The Yunnan–Vietnam Railway is narrow gauge, and is connected to standard-gauge tracks both in Kunming and in Hekou. The Nanning-Hanoi line is dual gauge in Vietnam as far as Hanoi. There is currently a break of gauge at Dostyk on the Kazakh border. Kazakhstan was planning to build an additional line using standard gauge, between Dostyk and Aktogay but the scheme was abandoned.
Iran, with its standard-gauge rail system, has a break of gauge with 1,520 mm (4 ft 11+27⁄32 in) gauge at the borders with Azerbaijan and Turkmenistan, and also with Pakistan's 5 ft 6 in gauge railway at Zahedan. The break-of-gauge station at Zahedan was built outside the city, as the existing station was hemmed in by built-up areas.
All high-speed "Shinkansen" routes in Japan have been built as standard-gauge lines. A few routes, known as "Super Tokkyū", have been planned as narrow-gauge 3 ft 6 in (1,067 mm), and the conventional (non-high-speed) is mostly narrow-gauge 3 ft 6 in (1,067 mm), so there are some breaks of gauge and dual gauge is used in some places. Private railways often use other gauges.
While most of the Japanese urban rail/metro lines use 1,067 mm (3 ft 6 in) rail gauge, a considerable number of lines (including all lines of the Osaka Metro) are still using their own different gauges including 762 mm (2 ft 6 in), 1,372 mm (4 ft 6 in), and 1,435 mm (4 ft 8+1⁄2 in).
In 2010, Hokkaido Railway Company (JR Hokkaido) started working[ needs update ] on a transporter train by trainload concept called "Train on Train" to carry narrow-gauge freight trains at faster speeds on standard-gauge flatcars. The Seikan Tunnel has beien converted by JR Hokkaido to dual gauge to accommodate the Hokkaido Shinkansen.[ citation needed ]
An experimental program for a variable gauge "Gauge Change Train" started in 1998 as a means to allow through services from high-speed standard-gauge Shinkansen lines to narrow-gauge regional lines. Its first deployment was expected to be the Kyushu Shinkansen Nagasaki route. However, the program was cancelled in 2008.
The North Korean rail system has some breaks of gauge. Several parts of the Paektusan Ch'ŏngnyŏn Line on the stretch between Wiyŏn and Hyesan Ch'ŏngnyŏn are dual gauged to allow connections to the Paektusan Rimch'ŏl Line and the Samjiyŏn Line.Also, the line connecting to the Trans-Siberian Railway from Rason to Tumangang and the Korea-Russia Friendship Bridge is dual gauged for standard gauge and Russian gauge. Originally the dual gauge may have reached as far as Khasan, but as of 2021 the standard gauge track has been taken up on the Russian side of the bridge.
In the 20th century, railroads on the entire Sakhalin used the same 3 ft 6 in (1,067 mm) narrow gauge as Japan, as part of it was under Japan's control when railway construction began. One stretch of rail that used 600 mm (1 ft 11+5⁄8 in) narrow gauge was converted to match the 3 ft 6 in (1,067 mm) narrow gauge after Russia took control of it.
Starting from the 1970s, a train ferry service was provided to connect Sakhalin and the Russia mainland, requiring bogie exchange on wagons to allow operation on the Russian mainland 1,520 mm (4 ft 11+27⁄32 in) broad gauge.
In 2003, the Russian government started to convert the entire network to dual gauge with 3 ft 6 in (1,067 mm) and 1,520 mm (4 ft 11+27⁄32 in). Work is 70% done as of 2016, and is expected to be complete by 2018. The entire island's rolling stock is expected to be replaced by 1,520 mm (4 ft 11+27⁄32 in) rolling stock by 2020, thus eliminating the break of gauge between Sakhalin and the Russian mainland.
Like Japan, rail transport in Taiwan uses the 3 ft 6 in (1,067 mm) gauge for the majority of its railway network, but 1,435 mm (4 ft 8+1⁄2 in) standard gauge for its high-speed rail; however, gauge differences are less of a problem as Taiwan High Speed Rail generally uses separate rolling stock and its own separate railway, and at most locations runs on routes kilometres away from the conventional Taiwan Railways Administration railway network.
In 1845, the South Australian newspaper mentioned the convening of a Royal Commission in Britain "inquiring whether, in future private acts of parliament for the construction of railways, provision ought to be made for securing an uniform gauge, and whether ... to bring the railways already constructed, or in progress ... into uniformity". It continued, "Since the colonists are now moving the question of railroads, we direct their special attention to the following. A uniform gauge will be of the utmost importance to the internal traffic of the province;and the time to determine the proper and most convenient width of the rail, is at the commencement".
The two mainland colonies at the time 4 ft 8+1⁄2 in (1,435 mm) gauge: South Australia in 1847 and New South Wales in 1848.then agreed to adopt the
However in 1850, New South Wales decided to change to 5 ft 3 in (1,600 mm), or Irish gauge. The change was approved by the British government, and South Australia agreed to follow suit. However in 1853, New South Wales unilaterally reverted to the 4 ft 8+1⁄2 in (1,435 mm) gauge. South Australia and Victoria, the latter now separated from New South Wales, protested about the broken agreement, to no avail. Because they had already invested in broad-gauge track, locomotives and rolling stock, they continued construction.
There followed years of nationally uncoordinated railway construction designed not to serve the needs of the nation but the needs of the railways' parent colonies. They made their gauge choices in accordance with their perception of their own economic and geographical circumstances and to buttress, if not promote, their individual identities as colonies.
It was to be 90 years before a national investigation of standardisation of gauges was undertaken, in 1945.Progress after that was still very slow, largely confined to linking all mainland capital cities with standard-gauge lines – achieved only in 1982.
The American writer, Mark Twain, in 1879 summed up his experience of changing trains at Albury on a journey to Melbourne:
Now comes a singular thing: the oddest thing, the strangest thing, the most baffling and unaccountable marvel that Australasia can show. At the frontier between New South Wales and Victoria our multitude of passengers were routed out of their snug beds by lantern-light in the morning in the biting-cold of a high altitude to change cars on a road that has no break in it from Sydney to Melbourne! Think of the paralysis of intellect that gave that idea birth; imagine the boulder it emerged from on some petrified legislator's shoulders.
The greatest number of break-of-gauge stations was in South Australia. There, 5 ft 3 in (1,600 mm) and 3 ft 6 in (1,067 mm) lines met, both at the time of their introduction and – at different places – of their gradual transition to standardisation, first to broad gauge and then to standard gauge. At various times these stations were:
In broad terms,Australia's railway gauges were as follows in 2020:
New Zealand originally had small lengths of lines of 3 ft 6 in (1,067 mm), 4 ft 8+1⁄2 in (1,435 mm) and 5 ft 3 in (1,600 mm), but quickly converted all to 3 ft 6 in (1,067 mm), which better suited the sparsely populated and mountainous country.
A narrow-gauge railway is a railway with a track gauge narrower than standard 1,435 mm. Most narrow-gauge railways are between 600 mm and 1,067 mm.
In rail transport, track gauge or track gage is the spacing of the rails on a railway track and is measured between the inner faces of the load-bearing rails.
A loading gauge defines the maximum height and width for railway vehicles and their loads to ensure that they can pass safely through tunnels and under bridges, and keep clear of trackside buildings and structures. Classification systems vary between different countries, and gauges may vary across a network, even if the track gauge is uniform.
A dual gauge railway is a track that allows the passage of trains of two different track gauges. It is sometimes called a "mixed gauge" track. A dual gauge track consists of three rails. There will be two vital rails, one for each gauge close together and a third rail, a "common" rail further away. Sometimes, four rails are required using two outer and two inner rails to create the dual gauge. Dual gauge is not to be confused with a "third rail" or "check or guard rails".
A transporter wagon, in railway terminology, is a wagon (UIC) or railroad car (US) designed to carry other railway equipment. Normally, it is used to transport equipment of a different rail gauge. In most cases, a transporter wagon is a narrower gauge wagon for transporting a wider gauge equipment, allowing freight in a wider gauge wagons to reach destinations on the narrower gauge network without the expense and time of transshipment into a narrower gauge wagons.
Australians generally assumed in the 1850s that railways would be built by the private sector. Private companies built railways in the then colonies of Victoria, opened in 1854, and New South Wales, where the company was taken over by the government before completion in 1855, due to bankruptcy. South Australia's railways were government owned from the beginning, including a horse-drawn line opened in 1854 and a steam-powered line opened in 1856. In Victoria, the private railways were soon found not to be financially viable, and existing rail networks and their expansion was taken over by the colony. Government ownership also enabled railways to be built to promote development, even if not apparently viable in strictly financial terms. The railway systems spread from the colonial capitals, except in cases where geography dictated a choice of an alternate port.
A level junction is a railway junction that has a track configuration in which merging or crossing railroad lines provide track connections with each other that require trains to cross over in front of opposing traffic at grade.
Railways with a railway track gauge of 5 ft first appeared in the United Kingdom and the United States. This gauge became commonly known as Russian gauge because the government of the Russian Empire later chose it in 1843 — former areas of the Empire have inherited this standard. In the 1960s Soviet Railways re-defined the gauge as 1,520 mm.
A variable gauge system allows railway vehicles in a train to travel across a break of gauge caused by two railway networks with differing track gauges.
The African Union of Railways is an organisation under the auspices of the new African Union dealing with railways. It is similar to the International Union of Railways (UIC).
Rail gauges in Australia display significant variations, which has presented an extremely difficult problem for rail transport on the Australian continent for over 150 years. As of 2014, there are 11,801 kilometres (7,333 mi) of narrow-gauge railways, 17,381 kilometres (10,800 mi) of standard gauge railways and 3,221 kilometres (2,001 mi) of broad gauge railways.
South Australian Railways (SAR) was the statutory corporation through which the Government of South Australia built and operated railways in South Australia from 1854 until March 1978, when its non-urban railways were incorporated into Australian National, and its Adelaide urban lines were transferred to the State Transport Authority.
The rail network in Queensland, Australia, was the first in the world to adopt 1,067 mm narrow gauge for a main line, and now the second largest narrow gauge network in the world, consists of:
Rail transport in Australia involves a number of narrow-gauge railways. In some states they formed the core statewide network, but in the others they were either a few government branch lines, or privately owned and operated branch lines, often for mining, logging or industrial use.
Bogie exchange is a system for operating railway wagons on two or more gauges to overcome difference in the track gauge. To perform a bogie exchange, a car is converted from one gauge to another by removing the bogies or trucks, and installing a new bogie with differently spaced wheels. It is generally limited to wagons and carriages, though the bogies on diesel locomotives can be exchanged if enough time is available.
Gauge conversion is the change of one railway track gauge to another. This may be required if loads are too heavy for the existing track gauge or if rail cars are of a broader gauge than the existing track gauge. Gauge conversion may become less important as time passes due to the development of variable gauge systems, also called Automatic Track Gauge Changeover Systems.
The railcar couplers or couplings listed, described, and depicted below are used worldwide on legacy and modern railways. Compatible and similar designs are frequently referred to using widely differing make, brand, regional or nick names, which can make describing standard or typical designs confusing. Dimensions and ratings noted in these articles are usually of nominal or typical components and systems, though standards and practices also vary widely with railway, region, and era. Transition between incompatible coupler types may be accomplished using Dual or Compromise couplings or a Barrier wagon.
Track gauge in Canada is standard gauge of 4 ft 8+1⁄2 in, except for Toronto transit systems. Rail lines built during the 19th century with a broad gauge of 5 ft 6 in were converted to standard gauge.
The vast majority of North American railroads are standard gauge. Exceptions include some streetcar, subway and rapid transit systems, mining and tunneling operations, and some narrow-gauge lines particularly in the west, e.g. the isolated White Pass and Yukon Route system, and the former Newfoundland Railway.
Numerous narrow-gauge railway lines were built in [Oceania, most in 3 ft 6 in, 2 ft 6 in and 2 ft track gauge.