Locomotive


A locomotive is a rail vehicle that provides the motive power for a train. Traditionally, locomotives pulled trains from the front. However, push–pull operation has become common, and in the pursuit for longer and heavier freight trains, companies are increasingly using distributed power: single or multiple locomotives placed at the front and rear and at intermediate points throughout the train under the control of the leading locomotive.

Etymology

The word locomotive originates from the Latin loco 'from a place', ablative of locus 'place', and the Medieval Latin motivus 'causing motion', and is a shortened form of the term locomotive engine, which was first used in 1814 to distinguish between self-propelled and stationary steam engines.

Classifications

Prior to locomotives, the motive force for railways had been generated by various lower-technology methods such as human power, horse power, gravity or stationary engines that drove cable systems. Few such systems are still in existence today. Locomotives may generate their power from fuel, 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

A steam locomotive is a locomotive whose primary power source is a steam engine. The most common form of steam locomotive also contains a boiler to generate the steam used by the engine. The water in the boiler is heated by burning combustible material – usually coal, wood, or oil – to produce steam. The steam moves reciprocating pistons which are connected to the locomotive's main wheels, known as the "driving wheels". Both fuel and water supplies are carried with the locomotive, either on the locomotive itself, in bunkers and tanks, or pulled behind the locomotive, in tenders,.
The first full-scale working railway steam locomotive was built by Richard Trevithick in 1802. It was constructed for the Coalbrookdale ironworks in Shropshire in England though no record of it working there has survived. On 21 February 1804, the first recorded steam-hauled railway journey took place as another of Trevithick's locomotives hauled a train from the Penydarren ironworks, in Merthyr Tydfil, to Abercynon in South Wales. Accompanied by Andrew Vivian, it ran with mixed success. The design incorporated a number of important innovations including the use of high-pressure steam which reduced the weight of the engine and increased its efficiency.
In 1812, Matthew Murray's twin-cylinder rack locomotive Salamanca first ran on the edge-railed rack-and-pinion Middleton Railway; this is generally regarded as the first commercially successful locomotive. Another well-known early locomotive was Puffing Billy, built 1813–14 by engineer William Hedley for the Wylam Colliery near Newcastle upon Tyne. This locomotive is the oldest preserved, and is on static display in the Science Museum, London. George Stephenson built Locomotion No. 1 for the Stockton & Darlington Railway in the north-east of England, which was the first public steam railway in the world. In 1829, his son Robert built The Rocket in Newcastle upon Tyne. Rocket was entered into, and won, the Rainhill Trials. This success led to the company emerging as the pre-eminent early builder of steam locomotives used on railways in the UK, US and much of Europe. The Liverpool & Manchester Railway, built by Stephenson, opened a year later making exclusive use of steam power for passenger and goods trains.
The steam locomotive remained by far the most common type of locomotive until after World War II. Steam locomotives are less efficient than modern diesel and electric locomotives, and a significantly larger workforce is required to operate and service them. British Rail figures showed that the cost of crewing and fuelling a steam locomotive was about two and a half times larger than the cost of supporting an equivalent diesel locomotive, and the daily mileage they could run was lower. Between about 1950 and 1970, the majority of steam locomotives were retired from commercial service and replaced with electric and diesel–electric locomotives. While North America transitioned from steam during the 1950s, and continental Europe by the 1970s, in other parts of the world, the transition happened later. Steam was a familiar technology that used widely-available fuels and in low-wage economies did not suffer as wide a cost disparity. It continued to be used in many countries until the end of the 20th century. By the end of the 20th century, almost the only steam power remaining in regular use around the world was on heritage railways.

Internal combustion

Internal combustion locomotives use an internal combustion engine, connected to the driving wheels by a transmission. They typically keep the engine running at a near-constant speed whether the locomotive is stationary or moving. Internal combustion locomotives are categorised by their fuel type and sub-categorised by their transmission type.
The first internal combustion rail vehicle was a kerosene-powered draisine built by Gottlieb Daimler in 1887, but this was not technically a locomotive as it carried a payload.
The earliest gasoline locomotive in the western United States was built by the Best Manufacturing Company in 1891 for San Jose and Alum Rock Railroad. It was only a limited success and was returned to Best in 1892.
The first commercially successful petrol locomotive in the United Kingdom was a [|petrol–mechanical locomotive] built by the Maudslay Motor Company in 1902, for the Deptford Cattle Market in London. It was an 80 hp locomotive using a three-cylinder vertical petrol engine, with a two speed mechanical gearbox.
In 1903, the Hungarian Weitzer railmotor was the world's first petrol electric locomotive.

Diesel

Diesel locomotives are powered by diesel engines. In the early days of diesel propulsion development, various transmission systems were employed with varying degrees of success, with electric transmission proving to be the most popular. In 1914, Hermann Lemp, a General Electric electrical engineer, developed and patented a reliable direct current electrical control system. Lemp's design used a single lever to control both engine and generator in a coordinated fashion, and was the prototype for all diesel–electric locomotive control. In 1917–18, GE produced three experimental diesel–electric locomotives using Lemp's control design. In 1924, a diesel–electric locomotive started operations. It had been designed by a team led by Yury Lomonosov and built 1923–1924 by Maschinenfabrik Esslingen in Germany. It had five driving axles. After several test rides, it hauled trains for almost three decades from 1925 to 1954.

Electric

An electric locomotive is a locomotive powered only by electricity. Electricity is supplied to moving trains with a continuous conductor running along the track that usually takes one of three forms: an overhead line, suspended from poles or towers along the track or from structure or tunnel ceilings; a third rail mounted at track level; or an onboard battery. Both overhead wire and third-rail systems usually use the running rails as the return conductor but some systems use a separate fourth rail for this purpose. The type of electrical power used is either direct current or alternating current.
Various collection methods exist: a trolley pole, which is a long flexible pole that engages the line with a wheel or shoe; a bow collector, which is a frame that holds a long collecting rod against the wire; a pantograph, which is a hinged frame that holds the collecting shoes against the wire in a fixed geometry; or a contact shoe, which is a shoe in contact with the third rail. Of the three, the pantograph method is best suited for high-speed operation.
Electric locomotives almost universally use axle-hung traction motors, with one motor for each powered axle. In this arrangement, one side of the motor housing is supported by plain bearings riding on a ground and polished journal that is integral to the axle. The other side of the housing has a tongue-shaped protuberance that engages a matching slot in the truck bolster, its purpose being to act as a torque reaction device, as well as a support. Power transfer from motor to axle is effected by spur gearing, in which a pinion on the motor shaft engages a bull gear on the axle. Both gears are enclosed in a liquid-tight housing containing lubricating oil. The type of service in which the locomotive is used dictates the gear ratio employed. Numerically high ratios are commonly found on freight units, whereas numerically low ratios are typical of passenger engines.
Electricity is typically generated in large and relatively efficient generating stations, transmitted to the railway network and distributed to the trains. Some electric railways have their own dedicated generating stations and transmission lines but most purchase power from an electric utility. The railway usually provides its own distribution lines, switches and transformers.
Electric locomotives usually cost 20% less than diesel locomotives, their maintenance costs are 25–35% lower, and cost up to 50% less to run.

Direct current

The earliest systems were DC systems. The first electric passenger train was presented by Werner von Siemens at Berlin in 1879. The locomotive was driven by a 2.2 kW, series-wound motor, and the train, consisting of the locomotive and three cars, reached a speed of 13 km/h. During four months, the train carried 90,000 passengers on a circular track. The electricity was supplied through a third insulated rail between the tracks. A contact roller was used to collect the electricity. The world's first electric tram line opened in Lichterfelde near Berlin, Germany, in 1881. It was built by Werner von Siemens. The Volk's Electric Railway opened in 1883 in Brighton, and is the oldest surviving electric railway. Also in 1883, Mödling and Hinterbrühl Tram opened near Vienna in Austria. It was the first in the world in regular service powered from an overhead line. Five years later, in the U.S. electric trolleys were pioneered in 1888 on the Richmond Union Passenger Railway, using equipment designed by Frank J. Sprague.
The first electrically worked underground line was the City & South London Railway, prompted by a clause in its enabling act prohibiting use of steam power. It opened in 1890, using electric locomotives built by Mather & Platt. Electricity quickly became the power supply of choice for subways, abetted by the Sprague's invention of multiple-unit train control in 1897.
The first use of electrification on a main line was on a four-mile stretch of the Baltimore Belt Line of the Baltimore & Ohio in 1895 connecting the main portion of the B&O to the new line to New York through a series of tunnels around the edges of Baltimore's downtown. Three Bo+Bo units were initially used, at the south end of the electrified section; they coupled onto the locomotive and train and pulled it through the tunnels.
DC was used on earlier systems. These systems were gradually replaced by AC. Today, almost all main-line railways use AC systems. DC systems are confined mostly to urban transit such as metro systems, light rail and trams, where power requirement is less.