2-8-4

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Front of locomotive to the left
SAR Class 24 3655, preserved and operated by Atlantic Rail from Monument Station, Cape Town

In the Whyte notation, a 2-8-4 is a steam locomotive that has one unpowered leading axle, usually in a leading truck, followed by four powered and coupled driving axles, and two unpowered trailing axles, usually mounted in a bogie. This locomotive type is most often referred to as a Berkshire, though the Chesapeake and Ohio Railway used the name Kanawha for their 2-8-4s. In Europe, this wheel arrangement was mostly seen in mainline passenger express locomotives and, in certain countries, in tank locomotives.

Other equivalent classifications are:

Overview[edit]

In the United States of America the 2-8-4 wheel arrangement was a further development of the enormously successful United States Railroad Administration (USRA) 2-8-2 Mikado. It resulted from the requirement for a locomotive with even greater steam heating capacity. To produce more steam, a solution was to increase the size of the locomotive's firebox, but the 2-8-2 wheel arrangement with its single axle trailing truck limited the permissible increased axle loading from a larger firebox. The most practical solution was to add a second trailing axle to spread the increased weight of a larger firebox.

The first American 2-8-4s were built for the Boston and Albany Railroad (B&A) in 1925 by Lima Locomotive Works. The railroad's route across the Berkshire mountains was a substantial test for the new locomotives and as a result the name Berkshire was adopted for the locomotive type.

In Europe 2-8-4 tender locomotives were designed mainly for passenger express trains, but they also hauled long distance express freights to increase utilisation. European 2-8-4T tank locomotives were a logical transition from the 2-8-2T locomotive types, allowing larger fireboxes and larger coal bunkers. They were mainly used for busy suburban services in heavily populated suburban areas of big cities, but infrequently also for sparsely populated rural areas or long distance lines.

Usage[edit]

Australia[edit]

In Australia only one system, the South Australian Railways, operated 2-8-4s. Fleet construction commenced in 1930 and by the end of 1943 seventeen locomotives were in service on the 5 ft 3 in (1,600 mm) system. The design of these locomotives was based on American practices. After they were withdrawn from service by 1958, they were all scrapped.[1]

Austria[edit]

The heavy Class 214 1’D2’ (2-8-4) two-cylinder simple expansion express passenger locomotive was developed in Austria in 1927. It was designed by engineers of the Floridsdorf Werke and was the largest Austrian steam locomotive and the most powerful Berkshire type to run in Europe. Designed for the West railway express train service, they were to be used to haul 580 tons express trains from Wien Westbahnhof in Vienna over 317 kilometres (197 miles) to Salzburg. This main line has three approximately 11.3 kilometres (7.0 miles) long banks with gradients between 1 in 91 and 1 in 125.

Two prototypes were built, in two-cylinder and three-cylinder versions. When tested, the two-cylinder version proved to be superior to the three-cylinder Class 114 version, and eventually twelve more two-cylinder Class 214 locomotives were built. In 1936 number 214.13 reached a speed of 156 kilometres per hour (97 miles per hour), the highest speed ever attained by an Austrian steam locomotive. The regular speed limit was 120 kilometres per hour (75 miles per hour).

12.10 at the Eisenbahnmuseum Strasshof on 22 April 2007

From 1938 the Deutsche Reichsbahn (DRB) designated the locomotives class 12.0. In the summer of 1939 they hauled 600 tons express trains out of Vienna over Wienerwald at a speed of 65 kilometres per hour (40 miles per hour), reaching 120 kilometres per hour (75 miles per hour) over level stretches.

In 1945 seven of these locomotives were taken over by the Soviet Military Administration when they occupied the Russian zone in Austria. These locomotives had "T" (Trofya) painted before their running numbers and were marked CCCP. The Russians did not transfer these locomotives out of Austria and, when they withdrew their occupying forces in September 1955, the locomotives were returned to the Austrian Federal Railways (ÖBB).

When the main line west of Vienna was electrified, all the ÖBB 1’D2’ locomotives were taken out of service and written off. Locomotive number 12.10, built by Floridsdorf in 1936, was preserved as museum locomotive at the Eisenbahnmuseum Strasshof on 15 February 1962.

Brazil[edit]

The French state-owned sales consortium Groupement d´Exportation de Locomotives en Sud-Amérique (GELSA) delivered sixty-six ultra-modern 2-8-4 two cylinder simple expansion locomotives for the 1,000 mm (3 ft 3 38 in) metre gauge Brazilian Railways in 1951 and 1952. They were built by Société Francaise de Construction Mécaniques (Cail), Société des Forges et Ateliers de Creusot (Schneider of Le Creusot) and Compagnie de Fives-Lille. All were delivered to Brazil by the end of 1952.

Designed under the direction of engineer André Chapelon, this class demonstrated how large and powerful steam locomotives could run in general use on light rails of 22 kilograms per metre (44.3 pounds per yard) with low speed limits. Their maximum axle load had been reduced to 10 tons, all were fitted with double Kylchap exhaust systems and their leading and trailing trucks had Athermos axle boxes. Three tender types could be coupled to them, one heavy and two light, for work in different areas.

  • The heavy tender had six wheel bogies and a capacity of 12 tons of coal and 17,800 litres (3,900 imp gal; 4,700 US gal) of water.
  • The light coal tender had four wheel bogies and a capacity of 7 tons of coal and 6,900 litres (1,500 imp gal; 1,800 US gal) of water.
  • The light wood tender had four wheel bogies and a capacity of 7 cubic metres (250 cubic feet) of firewood and 6,400 litres (1,400 imp gal; 1,700 US gal) of water.

These modern locomotives were regarded with suspicion by some enginemen used to obsolete British locomotives, which were often over forty years old. In addition, diesel locomotive salesmen claimed that steam traction was obsolete. This attitude spread to middle management staff with the result that these modern French steam locomotives were replaced in the 1960s, when they were hardly run in. Some of those locomotives which worked in Southern Brazil were leased to the Bolivian Railways in the 1960s. By 2004 some still existed as wrecks in a locomotive dump near Santa Cruz in Bolivia.

Bulgaria[edit]

As part of their modernising and standardisation program, the Bulgarian State Railways (BDZ) ordered twenty superheated three-cylinder 2-8-4T (1’D2’-h3) tank locomotives from Krupp in 1941. The industrial disruption of World War II, however, overloaded the German locomotive builders with domestic production demands and Krupp was only able to produce ten of these new BDZ Class 36 tank locomotives in 1943, works numbers 2272 to 2281.

The new 109.9 ton Class 36 locomotives were intended to replace the older 2-8-0 (1D-h2) locomotives on local passenger train services. The axle loading was kept below 16 tons and their large coal and water capacities made the new locomotive class suitable for a wider range of duties, if required. Small smoke deflectors were fitted on the top of the smokebox.

When the new locomotives arrived in Bulgaria in 1943, they were allocated to Sofia depot. Between 1953 and 1957 five locomotives were relocated to Plovdiv depot to serve the Plovdiv-Svilengrad line. In addition to the local passenger train service, duties there also included international express trains to and from Turkey. In 1961 the remaining five locomotives were relocated from Sofia to Varna depot. They remained on these local passenger train duties well into the 1970s, when they were ousted by diesel locomotives and diesel trainsets. Some were preserved.

Canada[edit]

The Toronto, Hamilton and Buffalo Railway (TH&B) was the only Canadian Railway to operate 2-8-4 Berkshires. Only two locomotives were ordered from the Montreal Locomotive Works (MLW) in 1927, works numbers 67573 and 67574. They were the last new steam locomotives to be ordered by the TH&B and were allocated road numbers 201 and 202. They were fitted with Coffin feedwater heaters and duplex stokers, and had a working order weight of 128 tons.

After being equipped with Automatic Train Control (ATC) in 1929, they were the only TH&B freight locomotives which were allowed to run on New York Central’s tracks, on the Welland-Buffalo line. Both were withdrawn from service in June 1953, due to dieselisation.

Czechoslovakia[edit]

Tank locomotives[edit]

The Czechoslovak State Railways (CSD) was one of the largest tank locomotive users in Europe. The dense railway network in Bohemia and Moravia provided the ideal environment for local short distance passenger train workings powered by numerous classes of tank locomotives. On 31 December 1937 the CSD had no less than 1,250 tank locomotives on its roster, of which 385 were eight-coupled tank locomotives.

The first Czechoslovakian 1’D2’t-h2 (2-8-4) was derived from the CSD Class 455.1 1’D-h2 (2-8-0) tender locomotive, with water tanks, a coal bunker and a trailing bogie added. Apart from changing the drive from the second to the third coupled axle and increasing the superheating surface of the boiler, these handsome locomotives were mechanically identical to the tender locomotives. They were originally intended to be used on the 167 kilometres (104 miles) Prague to České Budějovice (Böhmisch Budweis) line and on branch lines diverting from the main line for local train service. At the time, however, the 16 ton axle load proved to be too high for most of the lines where they were intended to run, and for this reason only 27 locomotives were built between 1928 and 1932.

The first thirteen were initially designated Class 446.0, but an increase in their permitted maximum speed to 80 kilometres per hour (50 miles per hour) led to the locomotive’s reclassification to Class 456.0, numbered 456.001 to 027. These were powerful tank locomotives, nicknamed "Krasin", after the explorer General Nobileh who reached the North Pole in 1928. When tested while hauling a 900 ton train, one reached a maximum speed of 90 kilometres per hour (56 miles per hour) at level and an average speed of 32 kilometres per hour (20 miles per hour) while climbing a 1 in 100 gradient.

Between 1938 and 1945 all of them remained on the Böhmisch-Mährisch Bahn (BMB) and Protektorátni Drahy Cech a Moravy (CMD) lines in Bohemia and Moravia, and all 27 survived World War II. By the early 1960s the Class 456.0 locomotives were spread thinly over most of the country, having been allocated to locations from Plzeň in western Bohemia to Banská Bystrica in Slovakia. All were withdrawn from service between 1968 and 1972. One, number 456.011, went into industrial service and three others, numbers 456.015, 024 and 026, were later used as mobile boilers. The remainder were scrapped.

Tender locomotives[edit]

The CSD ordered three Class 486.1 1’D2’-h3 (2-8-4) locomotives, based on the three-cylinder Class 114 locomotive of the Austrian Federal Railways (BBÖ). This hand-fired locomotive had a Krauss-Helmholtz leading truck and the diameter of its driving wheels was 1,830 millimetres (72.05 inches). Its total weight in working order was 107.6 tons, of which 63.9 tons were adhesive weight. All three cylinders were of 550 millimetres (21.65 inches) bore with a 680 millimetres (26.77 inches) stroke. The heating surface of the boiler was 253.2 square metres (2,725.42 square feet), of which 105.6 square metres (1,136.67 square feet) were superheated. The grate area was 5 square metres (53.82 square feet) and the locomotive was designed for possible coal dust firing. They had Class 926.0 tenders, which were rebuilt from Class 623.0 tenders.

They were not as successful as expected. One of the Class was tested against a Class 486.0 2’D1’-h3 (4-8-2) locomotive on the 248 kilometres (154 miles) hilly main line between Žilina and Košice on the former Košice-Bohumín Drahy (KBD) line. It proved to be inferior to its opponent in both speed and power.

All three locomotives were allocated to the Brno shed for most of their active service lives. During the years from 1938 to 1945 they were rostered as BMB-CMD locomotive stock. They were withdrawn from service in 1967 and 1968 and were later used as mobile boilers.

Germany[edit]

Deutsche Bundesbahn[edit]

Deutsche Bundesbahn Class 65

After World War II the recovering West Germany needed economical assistance. This came, in part, in the form of new locomotive orders placed with the West German locomotive industry that kept it going in the tough and competitive world markets.

A new tank locomotive type was designed by Krauss-Maffei and in 1951 the firm built thirteen locomotives of a new Deutsche Bundesbahn (DB) Class 65 1’D2’t-h2 (2-8-4T) locomotive. Five more followed in 1955. In test, these locomotives hauled 800 tons on level track, while they managed to reach 50 kilometres per hour (31 miles per hour) hauling 400 tons up a 1 in 100 gradient. All the locomotives had small "Witte" type smoke deflectors. Their maximum speed was 85 kilometres per hour (53 miles per hour), even running bunker first.

These locomotives saw service in local passenger train service around big cities and on branch lines which could bear the 17.5 ton axle load. They were found to be economical in service and served well during the short period they spent in service. In the late 1960s and early 1970s they were ousted by expanding electrification and by diesel locomotives and diesel motor trainsets.

Deutsche Reichsbahn[edit]

The East German Deutsche Reichsbahn’s 1’D2’t-h2 (2-8-4T) locomotives were derived from the West German Class 65 and became the Class 65.10. They were capable of developing 1,500 indicated horsepower (1,100 kilowatts) and could run at 90 kilometres per hour (56 miles per hour) on level track, hauling 350 tons passenger trains. A total of 88 Class 65.10 locomotives were built between 1954 and 1957. These locomotives had the DR’s version of small "Witte" type smoke deflectors.

Deutsche Reichsbahn Class 65.10

These were the last new built 1’D2’t-h2 (2-8-4T) 1,435 mm (4 ft 8 12 in) standard gauge locomotives in the world. Their maximum 17.5 ton axle load restricted them to main line service. They were intended to haul heavy suburban trains around Berlin, Leipzig, Halle and Magdeburg, where they replaced the older Prussian T 12 and Prussian T 18 classes. Many were still in service in the 1970s and some still survived in the early 1980s.

For branch line service the DR designed a smaller wheeled version of the Class 65.10. This locomotive had only a 15 ton axle load and became the DR Class 83.10. Its maximum speed in both directions was 60 kilometres per hour (37 miles per hour). These locomotives were also fitted with the DR’s version of "Witte" smoke deflectors, the only tank locomotive designed for freight service that had them.

Twenty-seven of these locomotives were built in 1955 and used for working freight and mixed trains on short branch lines. They also worked on mountainous lines with sharp curves and steep gradients of more than 1.5% (1 in 67), and where 60 kilometres per hour (37 miles per hour) was the maximum speed limit.

Japan[edit]

A JNR Class D60 2-8-4 preserved in Ashiya Town, Fukuoka, Japan.

The Japanese National Railways (JNR) closely followed American practice after World War II, with Berkshire locomotives used mainly on heavy freight service, such as heavy coal trains. They were the heaviest steam locomotives used on the JNR's 3 ft 6 in (1,067 mm) gauge lines.

The JNR rebuilt a total of 104 locomotives to the 2-8-4 wheel arrangement from its older 2-8-2 Mikado classes, the Class D50, Class D51 and Class D52.

  • In 1950 and 1951 twenty Class D62 2-8-4 locomotives were rebuilt from Class D52 at the JNR’s Hamamatsu Works.
  • Between 1951 and 1956 78 Class D60 2-8-4 locomotives were rebuilt from Class D50 at the JNR’s Hamamatsu, Nagano and Tsuchizaki Works.
  • In 1959 and 1960 six Class D61 2-8-4 locomotives were rebuilt from Class D51 at the JNR’s Hamamatsu and Kōriyama Works.

Some of these locomotives survived in service up to the end of steam traction on the JNR in 1974.

Mexico[edit]

In 1951 Mexico’s Ferrocarriles Nacionales de México (N de M) bought five 2-8-4 locomotives, built by Baldwin Locomotive Works in 1940, from Norfolk Southern Railway in the United States of America (USA), where they had become redundant due to dieselization. Before their arrival in Mexico, all five went through a complete major overhaul in the USA. They arrived in Mexico late in 1951 and were allocated N de M numbers 3350 to 3354. Remaining in service until the late 1960s, they became the last USA built Berkshires to remain in revenue earning common carrier service in the world.[2]

New Zealand[edit]

In 1904 the Wellington and Manawatu Railway Company (WMR) ordered a 2-8-4T Tank locomotive from Baldwin Locomotive Works for banking duties on the 2½% (1 in 40) gradients from Wellington to Johnsonville. The locomotive, number 3, was nicknamed "Jumbo". When the New Zealand Government purchased the WMR, number 3 was renumbered to NZR Wj class number 466 by the New Zealand Government Railways. It was the only locomotive in the class.

The locomotive had a tendency for cracking its bar frame on this heavy duty. By 1920 it was waiting to go to the Petone Works with yet another crack in the frame, and it did not see much service after that. The solitary 2-8-4T tank locomotive in New Zealand was written off the books in 1928 and its boiler was sent to the Taumarunui locomotive depot, for use as a washout boiler.

Norway[edit]

In the mid-1930s the Norwegian State Railways (Norges Statsbaner or NSB) ordered altogether eighteen powerful superheated four-cylinder compound 1'D2'-h4v (2-8-4) passenger locomotives for express and passenger train service on its 553 kilometres (344 miles) single main line between Oslo and Trondheim, on the northern section between Otta and Trondheim.

The 210 kilometres (130 miles) section of the main line between Trondheim and Dombås reaches an altitude of 1,041 metres (3,415 feet) over the Dovre mountain, with gradients of 1 in 46 to 1 in 56 and curves of 200 to 300 metres (660 to 980 feet). At the time, the maximum axle load was limited to 15.5 tons. Great skill was displayed in the design of these locomotives that were built specifically to operate 300 ton trains under these conditions. Weight reduction was a major problem and, as a consequence, the frame was constructed of only 255 millimetres (10 inches) plate, but strongly braced, while the platform was of aluminium.

Norges Statsbaner Class 49a "Dovregubben" at Oppdal station, circa 1935

The planned eighteen NSB Class 49 locomotives never materialised, however, since those under construction at the Krupp Works in Essen, Germany, were damaged so severely by Allied bombing in October 1943 that they were never completed. In addition, Thune's Works at Skøyen in Norway could not carry on with the construction of its share of the order because of a wartime lack of high quality steel and other materials.

Only seven Class 49 locomotives were eventually placed in service. Of these, three were built by Hamar and Thune in 1935 and 1936, two by Krupp in 1940 and two by Thune in 1941. These locomotives, known as the "Dovregubben" (Dovre Giants), were the only true compounds owned by the NSB.

On test, one of them hauled 350 tons at 60 kilometres per hour (37 miles per hour) up a gradient of 1 in 55, developing 2,650 indicated horsepower (1,980 kilowatts). Despite the relatively small 1,530 millimetres (60.24 inches) diameter driving wheels, a speed of 115 kilometres per hour (71 miles per hour) was reached with the same load on level track. In normal service their maximum speed was restricted to 80 kilometres per hour (50 miles per hour) on account of the light track in use at the time, and they were capable of hauling 280 tons at 60 kilometres per hour (37 miles per hour) up long 1 in 55 gradients.

When compared to other NSB steam locomotives, these engines had a short life-span and all were written off in 1958, after the arrival of class Di 3 diesel locomotives on the Dovre line.

Romania[edit]

CFR 142.072 at the Reşiţa Museum

When the Romanians looked for a powerful passenger locomotive to serve on the Căile Ferate Române (CFR) main lines across the Carpathian Mountains, they decided upon the Austrian Federal Railways (BBÖ) Class 214. They purchased the drawings from Austria and 79 locomotives of the same type were built under licence in their modern new Malaxa and Reşiţa Works in Romania. These 2-8-4 locomotives entered service as CFR class 142.000. In 1939 a batch was built with Caprotti instead of Lentz poppet valves, but since some of these were later observed with Lentz valve gear, the Italian gear had presumably been removed.[3]

These locomotives proved to be suitable for Romanian conditions, being of ample dimensions, moderate axle load, straightforward two-cylinder engines of 650 millimetres (25.59 inches) bore with a 720 millimetres (28.35 inches) stroke, and 1,940 millimetres (76.38 inches) diameter driving wheels. The total weight in working order was 123.5 tons, of which 72.1 tons was adhesion weight.

Nearly all of them were still in service in the late 1960s. The Class 142 locomotives hauled the principal CFR express trains on main lines and, like their Austrian cousins, were able to render good performance. At least two have been preserved for museums, locomotives number 142.008 and 142.072.

South Africa[edit]

In 1900, during the South African War, the Imperial Military Railways experienced a shortage of locomotives and six 2-8-4T tank locomotives, destined for the Western Australian Government Railways, were diverted to South Africa where they were known as the "Western Australians". In 1902 they came onto the roster of the Central South African Railways and were designated CSAR Class C.[4]

In 1949 and 1950 the South African Railways (SAR) placed one hundred 3 ft 6 in (1,067 mm) Class 24 Berkshires in branch line service, which included the whole of South West Africa (Namibia). They were acquired to replace the ageing fleet of Class 6 and Class 7 locomotives on light 45 pounds per yard (22 kilograms per metre) rail.[5][6]

SAR Class 24 3696 on coal stage service at Beaconsfield Loco Depot, Kimberley

The locomotive was designed by Dr. M.M. Loubser, Chief Mechanical Engineer of the SAR from 1939 to 1949. It had a one-piece steel main frame that was cast integrally with the cylinders, including the cylinder hind covers, smokebox support frame, stays and various brackets, all of which would normally be separate items riveted or bolted onto the frame. Advantages of this arrangement are reduced maintenance and less time spent in shops. It was the first South African steam locomotive to be built using this technique. They were built with Watson Standard no. 1 boilers and they used Vanderbilt type tenders that ran on three axle Buckeye bogies.[5][7]

It was the only 2-8-4 type to see service on the SAR. They were built by North British Locomotive Company (NBL) of Glasgow, who delivered them in 1949 and 1950. One of them, Class 24 number 3675, was the two thousandth locomotive to be built by NBL for the SAR. The cast engine main frames and the Buckeye bogies for the tenders were supplied by General Steel Castings of Eddystone, Pennsylvania.[5][8]

Most of them went to South West Africa (now Namibia), where fifty-five of them would remain in operation until strengthening of the track and the introduction of diesel traction made them available to be employed elsewhere. Some eventually also worked on the Selati line past Skukuza in the Kruger National Park and in 1969 and 1970, during the last years of their service life, also briefly on the Hutchinson to Calvinia line in the Karoo. They were withdrawn in the mid-1980s. Several have been preserved in running order for service on excursion trains, operated by private steam enthusiast groups in Cape Town and in Gauteng.[5][7][9]

Soviet Union[edit]

From the mid-thirties until their replacement by diesel locomotives, the 2-8-4 (1’D2’-h2) wheel arrangement was relatively common in the former Soviet Union. When built, these locomotives were designated Class IS, for Iosif Stalin. The Class IS locomotive was a passenger derivative of the Class FD 1’E1’-h2 (2-10-2) freight locomotive and had many parts in common with the Class FD.

Class IS, circa 1935

The Soviet 2-8-4 was the most numerous single Berkshire class built in the world. Kolomna Locomotive Works built the first four locomotives. In 1935 production was transferred to the enlarged and modernised former Luhansk Works, which was renamed Voroshilovgrad Locomotive Works. A lotal of 649 locomotives of the two variants, Class IS20 and Class IS21 (later Class FDp), were built between 1932 and 1942. After Germany attacked the Soviet Union on 22 June 1941, the Russians evacuated all semi-completed class IS21 locomotives from Voroshilovgrad. The Ulan-Ude Locomotive Works completed the last eleven in 1941 and 1942.

Despite their moderate size compared to American and Canadian built 2-8-4s, the Soviet 2-8-4 was a good example of a Berkshire type designed for heavy express and passenger train service. It had a 7.04 square metres (75.78 square feet) grate, 15 kilograms per square centimetre (213 pounds per square inch) boiler pressure, 295.2 square metres (3,178 square feet) boiler heating surface of which 148.4 square metres (1,597 square feet) was superheated, and only 20 to 21 tons maximum axle load. Their 1,850 millimetres (72.83 inches) diameter driving wheels and cylinders of 670 millimetres (26.38 inches) bore with a 770 millimetres (30.31 inches) stroke, with a total weight of 133 tons[which?] of which 80.7 tons were adhesive weight, enabled the locomotives to easily reach the maximum permitted speed of 120 kilometres per hour (75 miles per hour) with 700 to 800 tons behind the tender. The usual maximum speed was about 100 kilometres per hour (62 miles per hour), with an occasional need of 115 kilometres per hour (71 miles per hour).

Soviet Class IS with streamline casing at the Voroshilovgrad factory

They were used as express passenger locomotives on main lines which had type Ia rails of 43.5 kilograms per metre (88 pounds per yard). They were later reclassified as Class FDp (FD Passenger). One locomotive, no. IS20-16, was streamlined and achieved a speed of 155 kilometres per hour (96 miles per hour) during test runs in 1937. Another, no. IS20-241, was displayed at the Paris World Exhibition in 1937, where it demonstrated the Soviet Union’s locomotive production.

The first four were initially allocated to the October Railway and ran between Moscow and Leningrad, hauling heavy night passenger trains. Later, when the line was upgraded with heavier rails, they were transferred to the Moscow-Kursk-Kharkov-Sinelnikovo line. When more class IS locomotives started to roll out from the Voroshilovgrad production lines, they were used on the upgraded Moscow-Smolensk-Minsk, Moscow to Valuiki and Mitchurinsk to Rostov-on-Don main lines.

Only one such locomotive was preserved, no. IS21-578, plinthed outside the main railway station in Kiev in Ukraine.

United States[edit]

Locomotives of a 2-8-4 wheel arrangement were used mainly for hauling fast express freight trains on heavy freight service. They often replaced older 2-8-2 Mikados where more power was required. In turn, they were often replaced by even more powerful 2-10-4 Texas type locomotives.

Six years after the Atchison, Topeka and Santa Fe Railway experimented with the first 2-10-4, the first 2-8-4s were built for the Boston & Albany (B&A) by Lima Locomotive Works in 1925. The railroad's route over The Berkshires was a substantial test for the new locomotives, but the type proved its worth, outpacing the 2-8-2 Mikados already in use there. This mountain range lent its name to the locomotive type, Berkshire, though the Chesapeake and Ohio Railway preferred the name Kanawha for their 2-8-4s. Buoyed by the success of the demonstrations on B&A, Lima and ALCO both sold a few hundred of the new locomotive type.

NKP 765 at Ithaca, Michigan in July 2009

The Berkshire type's big boost came in 1934 when the New York, Chicago and St. Louis Railroad (Nickel Plate Road or NKP) received its first 2-8-4s, a new design from the Advisory Mechanical Committee (AMC) of the Van Sweringen empire. Under the Van Sweringen umbrella were the Nickel Plate Road, Erie Railroad, Chesapeake and Ohio Railway and Pere Marquette Railway. The AMC's design generated 64,100 pounds-force (285 kilonewtons) of tractive effort and became the standard design for subsequent Berkshires. The Erie Railroad purchased the largest number of 2-8-4s, rostering 105.[10]

Lima's last steam locomotive was also the last American 2-8-4, NKP's no. 779 of 1949. Some seven hundred 2-8-4s were built for American service, constituting 2% of the steam fleet prior to dieselization and delivering 5% of the nation's freight ton-miles.[11]

As the first large scale user, NKP became synonymous with the Berkshire locomotive type. One of this class, Nickel Plate 765, is preserved in operating condition and is operated occasionally on rail lines from its New Haven, Indiana home.[12] Nickel Plate 779 is preserved as a static display in Lincoln Park in Lima, Ohio.[13]

Many larger railroads rostered Berkshires. The table lists data on the locomotives as they were built.

American 2-8-4 construction roster
Railroad (quantity) Class Road numbers Builder Build year Notes
Lima Locomotive Works (1)
A1
1
Lima
1924
to IC 7050
Boston and Albany Railroad (55)
A-1a
1400–1424
Lima
1926
A-1b
1425–1444
Lima
1926
A-1c
1445–1454
Lima
1930
Illinois Central Railroad (50)
7000
7000–7049
Lima
1926
7038 rebuilt to 4-6-4
Erie Railroad (105)
S-1
3300–3324
Alco
1927
S-2
3325–3349
Lima
1927
S-3
3350–3384
Baldwin
1928
S-4
3385–3404
Lima
1929
Atchison, Topeka and Santa Fe Railway (15)
4101
4101–4115
Baldwin
1927
Chicago and North Western Railway (12)
J-4
2801–2812
Alco-Dunkirk
1927
Toronto, Hamilton and Buffalo Railway (2)
201–202
Montreal
1928
Boston and Maine Railroad (25)
T-1
4000–4019
Lima
1928
7 to ATSF, 10 to SP in 1945
4020–4024
Lima
1929
International – Great Northern Railroad (5)
BK-63
1121–1125
Alco
1928
Missouri Pacific Railroad (25)
BK-63
1901–1925
Lima
1929
Rebuilt to 4-8-4s
Nickel Plate Road (80)
S
700–714
Alco
1934
S-1
715–729
Lima
1942
S-1
730–739
Lima
1943
S-2
740–769
Lima
1944
S-3
770–779
Lima
1949
Detroit, Toledo and Ironton Railroad (6)
700
700–703
Lima
1935
704–705
Lima
1939
Pere Marquette Railway (39)
N
1201–1215
Lima
1937
to C&O in 1947
N-1
1216–1227
Lima
1941
N-2
1228–1239
Lima
1944
Wheeling and Lake Erie Railway (32)
K-1
6401–6410
Alco
1937
to Nickel Plate Road class S-4 in 1949
6411–6415
Alco
1938
6416–6422
Alco
1942
6423–6432
Alco
1943
Norfolk Southern Railway (5)
F-1
600–604
Baldwin
1940
to the NdeM in 1950, numbers 3350-3354[2]
Louisville and Nashville Railroad (42)
M-1
1950–1963
Baldwin
1942
1964–1969
Baldwin
1944
1970–1991
Lima
1949
Richmond, Fredericksburg and Potomac Railroad (10)
571
571–580
Lima
1943
Chesapeake and Ohio Railway (90)
K-4
2700–2739
Alco
1943
2740–2749
Lima
1944
2750–2759
Lima
1945
2760–2789
Alco
1947
Virginian Railway (5)
BA
505–509
Lima
1946
Pittsburgh and Lake Erie Railroad (7)
A-2a
9400–9406
Alco
1948
Tenders built by Lima

Berkshires in fiction[edit]

In the motion picture The Polar Express, the "know-it-all" boy identifies the train's locomotive as a Baldwin 2-8-4 built in 1931, although the actual model for the film's locomotive was the Pere Marquette 1225, a Berkshire built by the Lima Locomotive Works in 1941.

In the Transformers television series, motion picture, and toy line, the Decepticon triple changer Astrotrain is modeled on a Japanese Class D62 2-8-4 locomotive.

Locomon in the motion picture Digimon: Runaway Locomon is a 2-8-4 type locomotive.

References[edit]

 
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  1. ^ Oberg, Leon. (1975). Locomotives of Australia. Sydney, London: Reed. p. 157.
  2. ^ a b Norfolk Southern 2-8-4 "Berkshire" Type Locomotives
  3. ^ 142.000 Class Locomotive at railwayfan.ro (Romanian)
  4. ^ Holland, D.F. (1971). Steam Locomotives of the South African Railways, Volume 1: 1859-1910 (1st ed.). Newton Abbott, Devon: David & Charles. pp. 122–123, 126. ISBN 978-0-7153-5382-0. 
  5. ^ a b c d Holland, D.F. (1972). Steam Locomotives of the South African Railways, Volume 2: 1910-1955 (1st ed.). Newton Abbott, Devon: David & Charles. pp. 105–107. ISBN 978-0-7153-5427-8. 
  6. ^ South African Railways and Harbours Locomotive Diagram Book, 2’0” & 3’6” Gauge Steam Locomotives, 15 August 1941, as amended
  7. ^ a b Paxton, Leith; Bourne, David (1985). Locomotives of the South African Railways (1st ed.). Cape Town: Struik. pp. 10–11, 76. ISBN 0869772112. 
  8. ^ North British Locomotive Company works list, compiled by Austrian locomotive historian Bernhard Schmeiser
  9. ^ "Steam Locomotives - Class 24, No 3664". Friends of the Rail. Retrieved 15 July 2011. 
  10. ^ Farrell, Jack W. (1989) North American steam locomotives: The Berkshire and Texas types. Edmonds, WA: Pacific Fast Mail. ISBN 0-915713-15-2
  11. ^ Swengel, F.M. (1967). The American Steam Locomotive, Vol. 1, the evolution of the steam locomotive. Iowa: Midwest Rail Publication. p. 224.
  12. ^ Preserving and Making Railroad History
  13. ^ John H. Keller Memorial Lincoln Park Railway Exhibit, Lima, Ohio

External links[edit]