The essence of his idea combines articulation of the locomotive and compound steam use. The articulation was achieved by supporting the front of the locomotive on a bogie frame (called a Bissell truck); the compound steam system fed steam at boiler pressure to high pressure cylinders for the main driving wheels. As the steam was exhausted from those cylinders, it was passed into a low pressure receiver and was then sent to low pressure cylinders to power the driving wheels on the Bissell truck.
Steam under pressure is converted into mechanical energy more efficiently if it is used in a compound engine; in such an engine, steam direct from a boiler is used in high pressure (hp)cylinders, and then, under reduced pressure, used again in a second set of cylinders. The lower pressure steam occupies a larger volume and the low pressure (lp) cylinders are larger than the high pressure cylinders.
A third stage ("triple expansion") can be employed. Compounding was proposed by the British engineer Jonathan Hornblower in 1781.
The American engineer W S Hudson patented a system of compounding for railway locomotives in 1873 in which he proposed an intermediate receiver surrounded by hot gas from the fire, so that the low pressure steam is partly superheated.
Mallet himself proposed cross-compounding, in which a conventional steam locomotive configuration would have one high pressure cylinder and one low pressure cylinder.
Mallet patented such a system in 1874 and in 1876 the first locomotive on his principle was built, an 0-4-2T for the Bayonne and Biarritz Railway, and several others followed for railways in mainland Europe
The London and North Western Railway locomotive engineer F W Webb adopted the idea and converted some existing locomotives in 1879, followed by de Glehn and others in the 1880s and several American engineers in the 1890s, which included some vertical boiler railcar applications.
Mallet found typical main line railways unwilling to adopt his particular ideas and, in 1884, he started to propose compounding combined with articulation; on lightly engineered secondary lines this could give greater power to locomotives whose axle load and size was limited. His patent 162876 in France specified four cylinders, two large and two small, with one pair of cylinders acting on two or three fixed axles, and the other pair acting on axles mounted in a swivelling truck
Diagrams provided by Mallet make it clear that the swivelling truck was to be a Bissell truck, that is, a pony truck or bogie pivoting about a vertical pin some distance behind the centre of the truck itself. The weight of the front part of the locomotive frame was to be supported on an arc shaped radial bearing. The truck could therefore turn into a curve and move to some extent laterally.
Mallet considered that the major advantage of this arrangement was that it enabled the cylinders on the truck to be fed with low pressure steam: the high pressure cylinders were on the fixed main frame and only low pressure steam needed to be carried to the low pressure cylinders.
The Mallet concept
This then was what became understood as a "Mallet" locomotive: an articulated locomotive in which the rear set of driving wheels were fixed in the main frame of the locomotive; a Bissell truck carrying a second set of driving carrying wheels; and compounding in which the high pressure cylinders drove the axles on the main frame and the Bissell truck axles were driven by low pressure steam.
Mallet asserted that the advantages of his concept were:
- all the locomotive weight would be adhesive, yet there would be great flexibility of the locomotive as a vehicle;
- the difficulties with Meyer, Fairlie and other then-existing articulated systems would be eliminated as the moving pipes would be carrying steam at only 40 to 55 psi (280 to 380 kPa) pressure, and would be easier to keep steam-tight; and
- A simple type of very powerful locomotive would be created.
The large diameter pipe conveying the low pressure steam from the high-pressure to the low-pressure cylinders acted also as a receiver, forming a buffer for the gas flow.
Independent cut-offs for the high pressure and low pressure cylinders were advocated by Mallet, but driving standards were inadequate and he later used combined cut-off control.
Large numbers of Mallet designs for narrow gauge railways were built, but in 1889 the first six standard gauge examples were built by J A Maffei for the Swiss Central railways, and an 87 tonne 0-6-6-0T banker (US: pusher) for the Gotthard Bahn, the last being the most powerful and heaviest locomotive in the world at the time. By 1892 110 Mallets were at work, of which 24 were standard gauge; by 1900 there were nearly 400, of which 218 were on standard gauge or Russian gauge (1,520 mm (4 ft 11 27⁄32 in)).
The biggest and heaviest examples built for European railways were the 0-8-8-0Ts built by Maffei for Bavarian State Railways between 1913 and 1923. However no Mallet ever ran on a British railway.
The first American example was an Alco locomotive called Old Maude that was built for the Baltimore & Ohio Railroad in 1903; it was an 0-6-6-0 weighing 334,500 lb (151,700 kg) and with axle loads of 60,000 lb (27,000 kg). Received negatively at first due to speed limitation arising from the short wheelbase and stiff suspension, it gained support during service, and it was soon followed by Baldwin examples, and then steadily heavier and more powerful successors.
As weight and power and length increased, there were experiments with flexible boiler casings; from 1910 the Santa Fe road introduced 2-6-6-2 locomotives weighing 392,000 lb (178,000 kg), with a 37 feet (11.28 m) long boiler barrel, with a firetube reheater and a firetube feedwater section in front, each separated by a blank section, and variants of a telescopic or bellows type boiler casing. These were unsuccessful, and later engines used conventional boilers.
The largest compound Mallets were ten 2-10-10-2s built for the Virginian by Alco in 1918; in pairs they pushed coal trains headed by a 2-8-8-2.
Simple expansion versions in the US
By about 1920 the US version of the Mallet as a huge slow speed pusher had reached a plateau; the size of the lp cylinders became a limiting factor even on the large loading gauge permitted in the US, and reciprocating masses posed serious dynamic problems above walking pace. Moreover there were adhesion stability problems where the front engine tended to slip and then stall uncontrollably because of an imbalance of tractive effort and axle load, accentuated by the drawbar reaction, and inability of the intermediate steam receiver to accommodate the sudden pressure change. This was further worsened by dynamic instability of the front end in running.
The Chesapeake & Ohio road introduced 25 simple (non-compound expansion) 2-8-8-2 locomotives in 1924 and 20 more in 1926. Although the simple expansion concept diverged from Mallet's original patent, the locomotives were clearly a continuation of the concept and were conveniently still referred to as "Mallet" locomotives. As the front truck cylinders were now using boiler pressure steam, special arrangements were necessary to deliver it, through the truck pivot pin where only radial movement took place. These new locomotives took over service on a 113-mile (182 km) division, covering it in 5 hours with 9,500 short tons (8,600 t; 8,500 long tons) and a single locomotive.
Further development culminated in 1941 with the 4-8-8-4 Big Boy type on the Union Pacific RR. They weighed 760,000 to 772,000 lb (345,000 to 350,000 kg) with a 434,000 lb (197,000 kg) tender; at 133 feet (40.54 m) long they could be turned on the system's turntables. They were designed for a top speed of 70 mph (110 km/h) and could develop 3,000 horsepower (2,200 kW) on the drawbar at 10 mph (16 km/h).
The last Mallets
These American locomotives were paralleled to some extent by heavy haul versions in the USSR, though without any attempt at faster running. Two 2-8-8-4 examples built in Russia in 1954-55 were probably the last Mallets built.
Although it had found early favour in Europe, especially on lightly engineered railways, the Mallet type had generally been superseded by the Garratt locomotive by the mid-1920s, but in the Dutch East Indies, now the Republic of Indonesia, several types and sizes remained in use into the 1980s. Moreover in 1962 the Indonesian State railways DKA ordered a series of 0-4-4-2's, basically an updated version of the earlier Dutch design, for the old Atjeh (now Aceh) tramway. Constructed by Nippon Sharyo in Japan, these are the only Mallets built in Asia. In contrast to the rest of the Indonesian railways it has a gauge of 750 mm (2 ft 5 1⁄2 in), as to 1,067 mm (3 ft 6 in) for the rest of the Archipelago. Smaller Mallets were used by plantations and other industries, all of the 0-4-4-0 type. These ran mostly on 600 mm (1 ft 11 5⁄8 in) and 700 mm (2 ft 3 9⁄16 in) gauge networks.
Several Mallets have been preserved, some even in operational condition. A number of the Union Pacific "Big Boys" have escaped the scrapper, including one overlooking the US city of Omaha, where UP is based. In January of 2014, Big Boy #4014 was removed from its museum ground parking track and hauled to Cheyenne, WY for restoration to operating condition. Stationed out of the Cheyenne, Wyoming yard, Union Pacific 4-6-6-4 No.3985 is currently the largest operating steam engine in the world. The Western Maryland Scenic Railroad reached an agreement with the Baltimore and Ohio Railroad Museum for Chesapeake & Ohio 2-6-6-2 #1309 to be restored to operation by May 2016. #1309 was the last domestic steam locomotive to be built by the Baldwin Locomotive Works. The locomotive was partially disassembled and loaded onto heavy flatcars on July 10, 2014 in Baltimore. The load will travel via CSX to Cumberland where restoration will take place. When completed, #1309 will become the largest operable Mallet on the East Coast. Two smaller Mallets, originally intended for the steep grades and sharp curves of logging railroads have been restored to operating condition. Black Hills Central #110 (former Weyerhauser) operating out of Rapid City, South Dakota and Clover Valley #4 out of Niles, California. One of the early Dutch-built Indonesian Mallets has been returned to the Netherlands and is now exhibited in the Dutch Railway Museum, while another industrial type has been purchased and restored by the Statfold Barn Railway in the UK. This saw its first operation in Europe in 2011 and after initial trials on the owners' railway, was transferred to the Welsh Highland Railway as its power is better suited to that railway. 2 Mallets are working on Harz Narrow Gauge Railways.
As a French speaking Swiss, Mallet pronounced his name accordingly, something like "Mallay".
Mallet's original patent specifies compound expansion, but after his death in 1919 many locomotives (particularly in the United States) were articulated Mallet style without using compounding (for instance the Union Pacific Big Boy). When fleets of such locomotives appeared in the middle 1920s the trade press naturally called them "Simple Mallets" — i.e., simple locomotives articulated like Mallets — but eventually the notion spread that this was somehow incorrect. The term "Mallet" continued to be widely used for simples as well as compounds, but some enthusiasts insist "simple Mallet" is an oxymoron.
|Examples of Mallet locomotives|
- US Patent 136729, Improvement in Locomotives, March 11, 1873
- Mallet, A, On the Compounding of Locomotive Engines, Proceedings of the Institution of Mechanical Engineers, London, June 1879, page 328, quoted in The Steam Engine: A Treatise on Steam Engines and Boilers, Clark, D K, Blackie and Co, London
- Loco Profile 6: The Mallets, Reed, Brian, Profile Publications Limited, Windsor, undated
- Ransome-Wallis, P. (1959). Illustrated Encyclopedia of World Railway Locomotives (2001 republication ed.). Dover Publications, Inc. pp. 500–501. ISBN 0-486-41247-4.
- Locomotive SSJ 1622 at the Netherlands Railway Museum
- "A Big Boy is Not a Mallet". Retrieved September 15, 2009.
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