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The Shay locomotive is a geared steam locomotive that originated and was primarily used in North America. The locomotives were built to the patents of Ephraim Shay, who has been credited with the popularization of the concept of a geared steam locomotive. Although the design of Ephraim Shay's early locomotives differed from later ones, there is a clear line of development that joins all Shays. Shay locomotives were especially suited to logging, mining and industrial operations and could operate successfully on steep or poor quality track.
Ephraim Shay (1839–1916), was a schoolteacher, a clerk in an American Civil War hospital, a civil servant, a logger, a merchant, a railway owner, and an inventor who lived in Michigan.
In the 1860s, he became a logger and wanted a better way to move logs to the mill than on winter snow sleds. He built his own tramway in 1875, on 2 ft 2 in (660 mm) gauge track on wooden ties, allowing him to log all year round. Two years later he developed the idea of having an engine sit on a flatcar with a boiler, gears, and trucks that could pivot. The first Shay only had two cylinders and the front truck was mounted normally while the rear truck was fixed to the frame and could not swivel, much as normal drivers on a locomotive. He mounted the 3-foot (914 mm) diameter by 5-foot (1,524 mm) tall boiler centered on the car with the water tank over the front trucks and with an engine supplied by William Crippen mounted crossways over the rear trucks. Shay experimented first with a chain drive from the engine through the floor to the truck axle. It is not known if he powered one or both axles, but he soon found that the chain drive was not practical and he next tried a belt drive. It did not take long for the idea to become popular.
Shay applied for and was issued a patent for the basic idea in 1881. [1] He patented an improved geared truck for his engines in 1901. [2]
Lima Locomotive Works of Lima, Ohio built Ephraim Shay's prototype engine in 1880. [3] Prior to 1884, all the Shays Lima produced weighed 10 to 15 short tons (8.9 to 13.4 long tons; 9.1 to 13.6 t) each and had just two cylinders. In 1884, they delivered the first 3-cylinder (Class B) Shay, and in 1885, the first 3-truck (Class C) Shay. The success of the Shay led to a major expansion and reorganization of the Lima company. [4] When Lima first received the Shay idea it was not impressed, until John Carnes influenced the company to use the idea, resulting in the classic Shay design.
In 1903, Lima could claim that it had delivered the "heaviest locomotive on drivers in the world", the first 4-truck (class D) Shay, weighing 140 short tons (120 long tons; 130 t). This was built for the El Paso Rock Island Line from Alamogordo, New Mexico to Cox Canyon, 31 miles (50 km) away over winding curves and grades of up to 6%. The use of a two-truck tender was necessary because the poor water quality along the line meant that the locomotive had to carry enough water for a round trip. [5] [ better source needed ]
Lewis E. Feightner, working for Lima, patented improved engine mounting brackets and a superheater for the Shay in 1908 and 1909. [6] [7]
After the basic Shay patents had expired, Willamette Iron and Steel Works of Portland, Oregon, manufactured Shay-type locomotives, and in 1927, Willamette obtained a patent on an improved geared truck for such locomotives. [8] These became known as Willamette locomotives. Since "Shay" was a trademark of Lima, strictly speaking it is incorrect to refer to locomotives manufactured by Willamette and others as "Shays". Six Shay Patent locomotives, known as Henderson-style Shays, were built by the Michigan Iron Works in Cadillac, Michigan.
According to Lima Locomotive Works in 1925, "The Shay Geared Locomotive has a wide and varied range of service, being used in industrial, quarry, contractors, logging, mining and plantation work; (also on branch lines and mountain sections of trunk-line railways). It is especially adapted to industrial railroads in and around large manufacturing plants. Its value as a switching engine is due to the rapidity with which it will accelerate a load and to its ability to spot cars in a minimum of time. It is designed to take any curve on which standard cars can be operated." [9] The company emphasized its performance on "steep grades", "uneven track", and "track too light for a direct engine of the same axle load". [9]
Shay locomotives had regular fire-tube boilers offset to the left to provide space for, and counterbalance the weight of, a two or three cylinder "motor," mounted vertically on the right with longitudinal drive shafts extending fore and aft from the crankshaft at wheel axle height. These shafts had universal joints and square sliding prismatic joints to accommodate the swiveling trucks. Each axle was driven by a separate bevel gear, with no side rods.
The strength of these engines lies in the fact that all wheels, including, in some engines, those under the tender, are driven so that all the weight develops tractive effort. A high ratio of piston strokes to wheel revolutions allowed them to run at partial slip, where a conventional rod engine would spin its drive wheels and burn rails, losing all traction.
Shay locomotives were often known as sidewinders or stemwinders for their side-mounted drive shafts. Most were built for use in the United States, but many were exported, to about 30 countries, either by Lima, or after they had reached the end of their usefulness in the US.
Approximately 2,770 Shay locomotives were built by Lima in four classes, from 6 to 160 short tons (5.4 to 142.9 long tons; 5.4 to 145.1 t), between 1878 and 1945.
Two 15 short tons (13 long tons; 14 t) Shays were built with two cylinders and three trucks.
Four Shays, 600 mm (1 ft 11+5⁄8 in) gauge, were built left-handed, all special ordered by the Sr. Octaviano B. Cabrera Co., [10] San Luis de la Paz, Mexico.
115 Shays survive today, some a combination of parts of two Shays. [11] This is a partial list:
A steam locomotive is a locomotive that provides the force to move itself and other vehicles by means of the expansion of steam. It is fuelled by burning combustible material to heat water in the locomotive's boiler to the point where it becomes gaseous and its volume increases 1,700 times. Functionally, it is a steam engine on wheels.
A geared steam locomotive is a type of steam locomotive which uses gearing, usually reduction gearing, in the drivetrain, as opposed to the common directly driven design.
A Climax locomotive is a type of geared steam locomotive built by the Climax Manufacturing Company, of Corry, Pennsylvania. These had two steam cylinders attached to a transmission located under the center of the boiler, which sent power to driveshafts running to the front and rear trucks. Some 1,000-1,100 were built in three classes between 1888 and 1928.
The Heisler locomotive is one of the three major types of geared steam locomotives and the last to be patented.
The Willamette locomotive was a geared steam locomotive of the Shay locomotive type, built by the Willamette Iron and Steel Works of Portland, Oregon. After key patents on the Shay locomotive had expired, it was possible for other manufacturers to produce Shay-like locomotive designs.
A Mallet locomotive is a type of compound articulated steam locomotive, invented by the Swiss engineer Anatole Mallet (1837–1919).
Under the Whyte notation for the classification of steam locomotives, 4-8-4 represents the wheel arrangement of four leading wheels on two axles, eight powered and coupled driving wheels on four axles and four trailing wheels on two axles. The type was first used by the Northern Pacific Railway, and initially named the Northern Pacific, but railfans and railroad employees have shortened the name since its introduction. It is most-commonly known as a Northern.
A locomotive booster for steam locomotives is a small supplementary two-cylinder steam engine back-gear-connected to the trailing truck axle on the locomotive or one of the trucks on the tender. It was invented in 1918 by Howard L. Ingersoll, assistant to the president of the New York Central Railroad.
Lima Locomotive Works (LLW) was an American firm that manufactured railroad locomotives from the 1870s through the 1950s. The company's name is derived from the location of its main manufacturing plant in Lima, Ohio. The shops were located between the Erie Railroad main line, the Baltimore & Ohio's Cincinnati-Toledo main line and the Nickel Plate Road main line and shops.
An articulated locomotive is a steam locomotive with one or more engine units that can move independently of the main frame. Articulation allows the operation of locomotives that would otherwise be too large to negotiate a railroad's curves, whether mainlines or special lines with extreme curvature such as logging, industrial, or mountain railways.
The 2-6-6-6 is an articulated locomotive type with two leading wheels, two sets of six driving wheels and six trailing wheels. Only two classes of the 2-6-6-6 type were built. One was the "Allegheny" class, built by the Lima Locomotive Works. The name comes from the locomotive's first service with the Chesapeake and Ohio Railway beginning in 1941, where it was used to haul loaded coal trains over the Allegheny Mountains. The other was the "Blue Ridge" class for the Virginian Railway. These were some of the most powerful reciprocating steam locomotives ever built, at 7,500 hp, and one of the heaviest at 386 tons for the locomotive itself plus 215 tons for the loaded tender.
Ephraim Shay was an American merchant, entrepreneur and self-taught railroad engineer who worked in the state of Michigan. He designed the first Shay locomotive and patented the type. He licensed it for manufacture through what became known as Lima Locomotive Works in Ohio; from 1882 to 1892 some 300 locomotives of this type were sold.
The Yosemite Mountain Sugar Pine Railroad (YMSPRR) is a historic 3 ft narrow gauge railway with two operating steam locomotives located near Fish Camp, California, in the Sierra National Forest near the southern entrance to Yosemite National Park. Rudy Stauffer organized the YMSPRR in 1961, utilizing historic railroad track, rolling stock and locomotives to construct a tourist line along the historic route of the Madera Sugar Pine Lumber Company.
The Midwest Central Railroad is a 3 ft narrow gauge heritage railroad operating within the confines of Mount Pleasant, Iowa's McMillan Park, site of the Midwest Old Thresher's Reunion. The railroad is a registered, 501(c)(3) non-profit organization. The mainline track is a 1 mile loop with traffic moving in a clockwise direction regulated by an electrically signaled block system. The mainline loop features two stations: at the north end, the original Hillsboro, Iowa, depot along with a Milwaukee Road signal tower; and at the south end, a newer wood frame/metal sided building.
A steam motor is a form of steam engine used for light locomotives and light self-propelled motor cars used on railways. The origins of steam motor cars for railways go back to at least the 1850s, if not earlier, as experimental economizations for railways or railroads with marginal budgets. These first examples, at least in North America, appear to have been fitted with light reciprocating engines, and either direct or geared drives, or geared-endless chain drives. Most incorporated a passenger carrying coach attached to the engine and its boiler. Boiler types varied in these earlier examples, with vertical boilers dominant in the first decade and then with very small diameter horizontal boilers. Other examples of steam motor cars incorporated an express-baggage or luggage type car body, with coupling apparatus provided to allow the steam motor car to draw a light passenger coach.
The Shay Logging Locomotive is a standard gauge Shay locomotive engine located on Cass Street in City Park in Cadillac, Michigan. It was designated a Michigan State Historic Site in 1979 and listed on the National Register of Historic Places in 1981.
The Graham County Railroad was a logging railroad that began operations in 1925 and operated just over 15 miles of track.
The Mosquito and Coal Creek logging railroad was a 10 miles long private logging railway with a gauge of 3 foot (914 mm) near Eufaula, Washington.
Polson Logging Company 2 is a 2-8-2 “Mikado” steam locomotive built by Baldwin in 1912. It was originally built for the Saginaw Timber Company to pull logging trains. After that, it went through several ownership changes throughout both the steam era and the preservation era, before it was purchased by caretaker Skip Lichter in 1982. Lichter restored Polson Lumber 2 to operational condition and loaned it to the Mid-Continent Railway Museum in North Freedom, Wisconsin. The engine was later removed from service in 2000 to undergo a federally-mandated rebuild. Disagreement over who should cover the restoration costs ultimately led to an arbiter finding in Lichter's favor.
Mount Emily Lumber Company No. 1 is a three-truck or 'Class C' Shay steam locomotive that was originally owned by the Mount Emily Lumber Company. It was built in 1923 by the Lima Locomotive Works and delivered to Lima's Seattle dealer, Hofius Steel and Equipment Company of Seattle, Washington. It was later sold to the Independence Logging Company of Independence, Washington, and then it was later sold to the Mount Emily Lumber Company of La Grande, Oregon. When it was retired in 1955, it was donated to the Oregon Museum of Science and Industry. Three years later, in 1958, it was donated to the Oregon Historical Society of Portland, Oregon. The engine was operational at Cass Scenic Railroad and the City of Prineville Railroad for many years. It was announced in 2022 that the Oregon Rail Heritage Foundation would be the new owners of No. 1.