Definitions

locomotive

locomotive

[loh-kuh-moh-tiv]
locomotive, vehicle used to pull a train of unpowered railroad cars.

Types of Locomotives

The steam-powered locomotive played a key role during the development and golden age of railroading, but, despite its long and picturesque history, it has been superseded in developed nations by electric and diesel-electric locomotives for economic and environmental reasons. The few steam locomotives that remain in operation in developed nations are mostly nostalgic relics used chiefly to pull tourist trains.

Steam Locomotives

The reciprocating steam locomotive is a self-contained power unit consisting essentially of a steam engine and a boiler with fuel and water supplies. Superheated steam, controlled by a throttle, is admitted to the cylinders by a suitable valve arrangement, the pressure on the pistons being transmitted through the main rod to the driving wheels. The driving wheels, which vary in number, are connected by side rods. Steam locomotives are usually classified under the Whyte system, that is, by the number and arrangement of the wheels; for example, an engine classified as 2-6-0 has one pair of wheels under the front truck, three pairs of coupled or driving wheels, and no wheels under the trailing truck. In some cases the truck wheels of the tender (fuel carrier) are added.

Electric Locomotives

Electric locomotives range from the small type used in factories and coal mines for local hauling to the large engines used on railroads. Electric locomotives generally have two or more motors. Power is collected from an electric trolley, or pantograph, running on an overhead wire or from a third rail at one side of the track. Battery locomotives, used only for local haulage, carry electric storage batteries that act as their primary source of power. Electric railroad locomotives are used chiefly on steep grades and on runs of high traffic density; although highly efficient they are not more widely used because of the cost of electric substations and overhead wires or third rails.

Diesel Locomotives

Diesel-electric locomotives were introduced in the United States in 1924, and have become the most widely used type of locomotive. The modern diesel-electric locomotive is a self-contained, electrically propelled unit. Like the electric locomotive, it has electric drive, in the form of traction motors driving the axles and controlled with electronic controls. It also has many of the same auxiliary systems for cooling, lighting, heating, and braking. It differs principally in that it has its own generating station instead of being connected to a remote generating station through overhead wires or a third rail. The generating station consists of a large diesel engine coupled to an alternator or generator that provides the power for the traction motors. These motors drive the driving wheels by means of spur gears. The ratio of the gearing regulates the hauling power and maximum speed of the locomotive. A modern diesel-electric locomotive produces about 35% of the power of a electric locomotive of similar weight. Diesel-mechanical locomotives have a direct mechanical link consisting of a clutch and a series of gears and shafts between the engine and the wheels, similar to the transmission in an automobile. Because mechanical drives deliver less power to the wheels than electric and diesel-electric systems, they are only used with the smallest locomotives. In diesel-hydraulic locomotives the engine drives a torque converter, which uses fluids under pressure to transmit and regulate power to the wheels. Hydraulic drives are little used in the United States but are widely used in some countries, such as Germany.

Gas turbine-electric locomotives are similar to the diesel-electric but use a gas turbine to drive the generator. The technology is used primarily on turbotrains, high-speed passenger trains that do not have locomotives but instead are powered by units built into one or more of their cars.

Development of the Locomotive

Richard Trevithick, a British engineer and inventor, built and operated (1803-4) the first successful steam engine locomotive for hauling cars on a track. The British engineer George Stephenson built his first locomotive, the Blucher, in 1814, and in 1829 he demonstrated the practicability of the steam engine for commercial transportation; his locomotive, the Rocket, attained 29 mi per hr (47 km per hr). The first American-built locomotive was designed and tested on a private track by the American engineer John Stevens in 1826. The English-built Stourbridge Lion, imported c.1829, was not a commercial success, being too heavy for American tracks.

The Tom Thumb (1830), built by Peter Cooper, an American manufacturer, for the Baltimore & Ohio RR, was the first practical American-built locomotive. The American manufacturer Matthias Baldwin's first locomotive, Old Ironsides, built in 1832, long remained in operation. In 1832 the American engineer John B. Jervis built the first locomotive with a swivel truck, a wheel assembly on which part of the body was mounted. Placed at the forward end of a locomotive, a swivel truck permitted a locomotive to negotiate curves more safely. In 1865, Robert F. Fairlie produced an articulated (jointed) locomotive that could traverse the sharp curves of passes through the western mountains. Electric locomotives were introduced on the Baltimore & Ohio RR in 1895, and diesel locomotives—introduced in yard service in 1924—were in general use by 1935.

Bibliography

See C. Garrat, The Last of Steam (1980); D. Weitzman, Superpower: The Making of a Steam Locomotive (1987); R. Loewy, Locomotive (1988); E. A. Haine, The Steam Locomotive (1990); B. Solomon, The American Steam Locomotive (1998); B. Solomon, The American Diesel Locomotive (2000); see also bibliography under steam engine.

Self-propelled vehicle used for hauling railroad cars on tracks. Early experimental steam locomotives were built in Wales and England by Richard Trevithick from 1803. The first practical steam locomotive, the Rocket, was developed in 1829 by George Stephenson, in whose “steam blast” system the steam from a multitube boiler drove pistons connected to a pair of flanged driving wheels. The first U.S. steam locomotive was built by John Stevens in 1825, and the first commercially usable locomotive, the Tom Thumb, by Peter Cooper in Baltimore in 1830. Later improvements enabled a locomotive to move up to 200 freight cars at 75 mph (120 kph). Steam from wood or coal fuel was the main source of power until the mid-20th century, though electric power had been used from the early 20th century, especially in Europe. After World War II diesel power replaced steam because of its higher efficiency and lower cost, though diesel-electric and gas turbine-electric combinations were also used.

Learn more about locomotive with a free trial on Britannica.com.

A locomotive is a railway vehicle that provides the motive power for a train. The word originates from the Latin loco - "from a place", ablative of locus, "place" + Medieval Latin motivus, "causing motion", and is a shortened form of the term locomotive engine,. first used in the early 19th century to distinguish between mobile and stationary steam engines.

A locomotive has no payload capacity of its own, and its sole purpose is to move the train along the tracks. In contrast, some trains have self-propelled payload-carrying vehicles. These are not normally considered locomotives, and may be referred to as multiple units, motor coaches or railcars. The use of these self-propelled vehicles is increasingly common for passenger trains, but very rare for freight (see CargoSprinter). Vehicles which provide motive power to haul an unpowered train, but are not generally considered locomotives because they have payload space or are rarely detached from their trains, are known as power cars.

Traditionally, locomotives pull trains from the front. Increasingly common is push-pull operation, where a locomotive pulls the train in one direction and pushes it in the other, and is optionally controlled from a control cab at the opposite end of the train.

Origins

The first successful locomotives were built by Cornish inventor Richard Trevithick. In 1804 his unnamed steam locomotive hauled a train along the tramway of the Penydarren ironworks, near Merthyr Tydfil in Wales. Although the locomotive hauled a train of 10 tons of iron and 70 passengers in five wagons over nine miles (14 km), it was too heavy for the cast iron rails used at the time. The locomotive only ran three trips before it was abandoned. Trevithick built a series of locomotives after the Penydarren experiment, including one which ran at a colliery in Tyneside where it was seen by the young George Stephenson.

The first commercially successful steam locomotive was Matthew Murray's rack locomotive, The Salamanca, built for the narrow gauge Middleton Railway in 1812. This was followed in 1813 by the Puffing Billy built by Christopher Blackett and William Hedley for the Wylam Colliery Railway, the first successful locomotive running by adhesion only. Puffing Billy is now on display in the Science Museum in London, the oldest locomotive in existence.

In 1814 George Stephenson, inspired by the early locomotives of Trevithick and Hedley persuaded the manager of the Killingworth colliery where he worked to allow him to build a steam-powered machine. He built the Blücher, one of the first successful flanged-wheel adhesion locomotives. Stephenson played a pivotal role in the development and widespread adoption of steam locomotives. His designs improved on the work of the pioneers. In 1825 he built the Locomotion for the Stockton and Darlington Railway which became the first public steam railway. In 1829 he built The Rocket which was entered in and won the Rainhill Trials. This success led to Stephenson establishing his company as the pre-eminent builder of steam locomotives used on railways in the United Kingdom, the United States and much of Europe.

Locomotives vs. multiple units

Advantages of locomotives

There are many reasons why the motive power for trains has been traditionally isolated in a locomotive, rather than in self-propelled vehicles. Ease : Should the locomotive fail, it is easy to replace it with another. Failure of the motive power unit does not require taking the entire train out of service. Maximum utilization of power cars : Idle trains waste costly motive power resources. Separate locomotives enable costly motive power assets to be moved around as needed. Flexibility : Large locomotives can be substituted for small locomotives where the grades are steeper and more power is needed. Obsolescence cycles : Separating the motive power from payload-hauling cars enables one to be replaced without affecting the other. At times locomotives have become obsolete when their cars were not, and vice versa.

Advantages of multiple units

There are several advantages of multiple unit (MU) trains compared to locomotives. Energy efficiency : Multiple units are more energy efficient than locomotive-hauled trains and more nimble, especially on grades, as much more of the train's weight (sometimes all of it) is placed on driven wheels, rather than suffer the dead weight of unpowered coaches. No need to turn locomotive : Many multiple units have cabs at both ends or are arranged so that a set of cars has cabs at both ends, so that the train may be reversed without uncoupling/re-coupling the locomotive, giving quicker turnaround times, reducing crew costs, and enhancing safety. In practice, the development of driving van trailers and cab cars has removed the need for locomotives to run-around, giving easy bi-directional working and removing this MU advantage. Reliability : As multiple unit trains have multiple engines, the failure of one engine does not prevent the train from continuing its journey. A locomotive drawn passenger train typically only has one power unit, meaning the failure of this causes the train to be disabled. However, some locomotive hauled passenger trains may utilize more than one locomotive, as do most locomotive hauled freight trains, and are able to continue at reduced speed after the failure of one locomotive. Safety : Multiple units normally have completely independent braking systems on all cars, meaning the failure of the brakes on one car does not prevent the brakes throughout the train from operating safely.

Locomotive classifications

Motive power

Locomotives may generate their power from fuel (wood, coal, petroleum or natural gas), or they may take power from an outside source of electricity. It is common to classify locomotives by their source of energy. The common ones include:

Steam

In the 19th century the first railway locomotives were powered by steam, usually generated by burning coal. Because steam locomotives included one or more steam engines, they are sometimes referred to as "steam engines". The steam locomotive remained by far the most common type of locomotive until after World War II.

The first steam locomotive was built by Richard Trevithick; it first ran on 21 February 1804, although it was some years before steam locomotive design became economically practical.. The first commercial use of a steam locomotive was The Salamanca on the narrow gauge Middleton Railway in Leeds in 1812. The locomotive Fairy Queen, built in 1855 runs between Delhi and Alwar in India and is the oldest steam locomotive in regular (albeit tourist-only) service in the world, and the oldest steam locomotive operating on a mainline.

The all-time speed record for steam trains is held by an LNER Class A4 4-6-2 Pacific locomotive of the LNER in the United Kingdom, number 4468 Mallard, which pulling six carriages (plus a dynamometer car) reached 126 mph (203 km/h) on a slight downhill gradient down Stoke Bank on 3 July 1938. Aerodynamic passenger locomotives in Germany attained speeds very close to this and due to the difficulties of adequately balancing and lubricating the running gear, this is generally thought to be close to the practicable limit for a direct-coupled steam locomotive.

Before the middle of the 20th century, electric and diesel-electric locomotives began replacing steam locomotives. Steam locomotives are less efficient than their more modern diesel and electric counterparts and require much greater manpower to operate and service. British Rail figures showed the cost of crewing and fuelling a steam locomotive was some two and a half times that of diesel power, and the daily mileage achievable was far lower. As labour costs rose, particularly after the second world war, non-steam technologies became much more cost-efficient. By the end of the 1960s-1970s, most western countries had completely replaced steam locomotives in passenger service. Freight locomotives generally were replaced later. Other designs, such as locomotives powered by gas turbines, have been experimented with, but have seen little use.

By the end of the 20th century, almost the only steam power still in regular use in North America and Western European countries was on heritage railways specifically aimed at tourists and/or railroad enthusiasts, known as railfans or train spotters, although some narrow gauge lines in Germany which form part of the public transport system, running to all-year-round timetables retain steam for all or part of their motive power. Steam locomotives remained in commercial use in parts of Mexico into the late 1970s. Steam locomotives were in regular use until 2004 in the People's Republic of China, where coal is a much more abundant resource than petroleum for diesel fuel. India switched over from steam-powered trains to electric and diesel-powered trains in the 1980s, except heritage trains. In some mountainous and high altitude rail lines, steam engines remain in use because they are less affected by reduced air pressure than diesel engines.

As of 2006 DLM AG (Switzerland) continues to manufacture new steam locomotives.

Diesel

Starting in the 1940s, the diesel-powered locomotive began to displace steam power on American railroads. Following the end of World War II, diesel power began to appear on railroads in many countries, By the 1960s, few major railroads continued to operate steam locomotive. (See Dieselization)

As is the case with any vehicle powered by an internal combustion engine, diesel locomotives require some type of power transmission system to couple the output of the prime mover to the driving wheels. In the early days of diesel railroad propulsion development, electric, hydraulic and mechanical power transmission systems were all employed with varying degrees of success. Of the three, electric transmission proved to be most practical, and, except for some diesel-hydraulic locomotives manufactured for lower power applications, nearly all modern Diesel-powered locomotives are diesel-electric.

Diesel locomotives require considerably less maintenance than steam, with a corresponding reduction in the number of personnel needed to keep the fleet in service. The best steam locomotives spent an average of three to five days per month in the shop for routine maintenance and running repairs. Heavy overhauls were frequent, often involving removal of the boiler from the frame for major repairs. In contrast, a typical diesel locomotive requires no more than eight to ten hours of maintenance per month. and may run for many years between heavy overhauls.

Diesel units are not as polluting as steam power; modern units produce low levels of exhaust emissions. Diesel-electric locomotives are often fitted with "dynamic brakes" that use the traction motors as electrical generators during braking to assist in controlling the speed of a train on a descending grade.

Electric

In 1894, a Hungarian engineer Kálmán Kandó developed high-voltage three phase alternating current motors and generators for electric locomotives; he is known as the father of the electric train. His work on railway electrification was done at the Ganz electric works in Budapest. He was the first who recognised that an electric train system can only be successful if it can use the electricity from public networks. After realising that, he also provided the means to build such a rail network by inventing a rotary phase converter suitable for locomotive usage.

The electric locomotive is supplied externally with electric power, either through an overhead pickup or through a third rail. While the capital cost of electrifying track is high, electric trains and locomotives are capable of higher performance and in some cases lower operational costs than steam or diesel power. Electric locomotives, because they tend to be less technically complex than diesel-electric locomotives, are both easier and cheaper to maintain and have extremely long working lives -- there are many examples of electric locomotives operating for more than half a century with minimal overhaul, and it is not unusual for electric locomotives to be operating close to their centenary.

The three-phase electric locomotive was developed by Hungarian Kálmán Kandó at the Ganz electric works, Budapest. The first installation was on the Valtellina line, Italy, in 1902.

The world speed record for a wheeled train was set in February 2007 by a French TGV which reached a speed of 575 km/h (357 mph).

Some electric locomotives can also operate off battery power to enable short journeys or shunting on non-electrified lines or yards. Battery-powered locomotives are used in mines and other underground locations where diesel fumes or smoke would endanger crews, and where external electricity supplies cannot be used due to the danger of sparks igniting flammable gas. Battery locomotives are also used on many underground railways for maintenance operations, as they are required when operating in areas where the electricity supply has been temporarily disconnected. However, the cost and weight of batteries prohibit using battery-powered locomotives on extended runs.

Hydrogen

In 2002 the first 3.6 tonne, 17 kW hydrogen (fuel cell)-powered mining locomotive was demonstrated in Val-d'Or, Quebec, in 2007 the educational mini-hydrail in Kaohsiung, Taiwan went into service.

Gas turbine-electric

A gas turbine-electric locomotive, or GTEL, is a locomotive that uses a gas turbine to drive an electrical generator or alternator. The electric current thus produced is used to power traction motors. This type of locomotive was first experimented with in 1920 but reached its peak in the 1950s to 1960s. The turbine (similar to a turboshaft engine) drives an output shaft, which drives the alternator via a system of gears.

A turbine offers some advantages over a piston engine. The number of moving parts is much smaller, and the power to weight ratio is much higher. A turbine of a given power output is also physically smaller than an equally powerful piston engine, allowing a locomotive to be very powerful without being inordinately large. However, a turbine's power output and efficiency both drop dramatically with rotational speed, unlike a piston engine, which has a comparatively flat power curve.

Gas turbine locomotives are very powerful, but also tend to be very loud. Union Pacific Railroad operated the largest fleet of gas turbine-electric locomotives in the world, and was the only railroad to use them for hauling freight in regular service. Most other GTELs have been built for small passenger trains, and only a few have seen any real success in that role.

After the 1973 oil crisis and the subsequent rise in fuel costs, gas turbine locomotives became uneconomical to operate, and many were taken out of service. This type of locomotive is now rare.

Magnetic levitation

Magnetic levitation (maglev) trains are electrically powered, using an open motor which floats the train above the track without the use of wheels. This replaces rolling friction with electromagnetic drag. Very few systems are in service and the construction cost is relatively high. A major disadvantage of maglev trains is their incompatibility with existing rail infrastructure, requiring the construction of new, special-purpose tracks.

The first commercial maglev trains ran in the 1980s in Birmingham, United Kingdom, providing a low-speed shuttle service between the airport and the railway station. Despite the interest and excitement, the system was shut down due to a lack of spare parts and replaced by wheeled cablecars a few years later.

The experimental Japanese magnetic levitation train JR-Maglev MLX01 broke the world speed record for ground transportation in 2003, reachining 581 km/h (361 mph).

The transrapid maglev train connects Shanghai's airport with the city.

Hybrid

A hybrid locomotive is a Locomotive that uses an on-board rechargeable energy storage system (RESS) and a fuelled power source for propulsion.

Hybrid trains typically are powered either by Fuel Cell technology or the diesel-electric hybrid which reduces fuel consumption through regenerative braking and switching off the hydrocarbon engine when idling or stationary (as used in automobiles such as the Toyota Prius).

Experimental

There are other forms of motive power in experimental use.

Parry People Movers make an experimental light rail railcar powered by energy stored in a flywheel. The flywheel is powered from an onboard battery-driven motor or internal combustion engine and is also recharged through regenerative braking. A proposed alternative is to recharge the flywheel from external electric motors installed at station stops. Although this would increase installation costs it would substantially reduce the weight of the vehicles. It would cost less than providing a continuous electrical supply.

Parry People Movers have been tested on several railways, including the Ffestiniog Railway, the Welsh Highland Railway and the Welshpool and Llanfair Light Railway. The first mainstream timetable service for the flywheel railcar was launched in February 2006 providing the Sunday service on the short link between Stourbridge junction and Stourbridge Town in the United Kingdom.

Utilisation

The three main categories of locomotives are often subdivided in their usage in rail transport operations. There are passenger locomotives, freight locomotives and switcher (or shunting) locomotives. These categories mainly describe the locomotive's combination of physical size, starting tractive effort and maximum permitted speed. Freight locomotives are normally designed to deliver high starting tractive effort—needed to start trains that may weigh as much as 15,000 tons—and deliver sustained high power, at the sacrifice of maximum speed. Passenger locomotives develop less starting tractive effort but are able to operate at the high speeds demanded by passenger schedules. Mixed traffic locomotives (US English: general purpose or road switcher locomotives) are built to provide elements of both requirements. They do not develop as much starting tractive effort as a freight unit but are able to haul heavier trains than a passenger engine.

Most steam locomotives are reciprocating units, in which the pistons are coupled to the drivers (driving wheels) by means of connecting rods. Therefore, the combination of starting tractive effort and maximum speed is greatly influenced by the diameter of the drivers. Steam locomotives intended for freight service generally have relatively small diameter drivers, whereas passenger models have large diameter drivers (as large as 84 inches in some cases).

With diesel-electric and electric locomotives, the gear ratio between the traction motors and axles is what adapts the unit to freight or passenger service, although a passenger unit may include other features, such as head end power (aka hotel power) or a steam generator.

Some locomotives are designed specifically to work mountain railways, and feature extensive additional braking mechanisms and sometimes rack and pinion. Steam locomotives built for steep rack and pinion railways frequently have the boiler tilted relative to the wheels, so that the boiler remains roughly level on steep grades.

Wheel arrangement

Wheel Arrangement classification is a common type of classification. Common methods include the AAR wheel arrangement,UIC classification, and Whyte notation systems.

Locomotives in numismatics

Locomotives has been the main motive for collectors' coins and medals. One of the most famous and recent ones is the 25 euro 150 Years Semmering Alpine Railway commemorative coin. The obverse shows two locomotives: a historical and a modern one. This represents the technical development in locomotive construction between the years 1854 and 2004. The upper half depicts the “Taurus”, a high performance locomotive. Below is shown the first functional Alpine locomotive, the Engerth; constructed by Wilhelm Freiherr von Engerth.

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