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The Mason Bogie is a type of articulated steam locomotive suited for sharp curves and uneven track, once commonly used on narrow gauge lines in the United States. The design is a development of the single Fairlie, and is sometimes, and perhaps more properly known as the Mason Fairlie.
Concept and Development
The American licensee of the Fairlie Patent steam locomotive was the firm of William Mason, located in Taunton, Massachusetts. It became obvious that, for all the Fairlie locomotive's advantages, its disadvantages outweighed them. Mason developed an improved design, called the Mason-Fairlie, or more commonly the Mason Bogie (the word bogie is the British word for truck in the railroad sense). Similar locomotives developed in England were known as Single Fairlies.
Mason's idea was to remove what American railroad men saw as the biggest disadvantages of the Fairlie - its cramped space for fuel and water caused by its double ended design (not very useful on American railroads where there was always ample room for a turntable or wye), its cramped cab caused by the joined double boilers, and to some degree its poor riding.
He did this by removing one boiler of the double Fairlie and retaining only one power truck at the front. A much larger cab was fitted, and a fuel bunker and water tank behind the cab, supported by a trailing truck. The advantages of the Fairlie design were kept; the swivelling driven truck for a greater ability to negotiate curves, and the large open space between the trucks to fit a large firebox unrestricted by the wheels.
The Mason Bogie was still, though, plagued by one of the biggest problems of the Fairlie - the jointed steam pipes to the driven truck leaked far too much steam. Mason eventually changed to a different scheme, in which the pivot point for the leading truck became a hollow ball joint through which the live steam for the cylinders passed. Mason also developed a sliding seal for the exhaust from the moving cylinder saddle into the smoke box. Although better, Mason's improvements took up much valuable space in between the driving wheels, forcing Mason to use an outside valve gear, generally the Walschaerts valve gear. Additionally, the reversing shaft had to be mounted atop the boiler, with a long lifting link dropping down to the radius rod, a feature unique to Mason Bogies (this was necessary because the lifting link would swing to the side as the truck pivoted, lifting the radius rod and changing the valve setting. Lengthening the link, and thus increasing the radius of its swing, minimized the amount of change.).
Production and Service
Approximately 146 Mason Bogies were produced by William Mason's firm between 1871 and 1890 when the firm built its last locomotive, of which 88 or so were narrow gauge units, the rest being standard gauge. This was about half the firm's total output of locomotives during this period. Major buyers included the Boston, Revere Beach & Lynn Railroad, a suburban carrier which owned 32, the Denver, South Park and Pacific Railroad, a Colorado common-carrier railroad which owned 23, and the New York and Manhattan Beach Railroad, another suburban carrier, which ran seventeen locomotives of this pattern.
The best-known locomotives were those on the Denver, South Park & Pacific, and they rostered fairly large Mason Bogies, mostly of 2-6-6 and 2-8-6 wheel arrangements, and had a lot of success with them. Some of these locomotives were later sold to the Burlington and Northwestern Railway, a CB&Q subsidiary in Iowa. Another problem with the Fairlie design showed itself in Colorado, the surprisingly poor tracking of the powered bogie. It would both hunt, or wander, when on straight track, yet provide more resistance to turning when it hit curvature than might be thought. This manifested itself in much greater wear on wheels and track than might have been expected.
The type had its possibly most notable success on the aforementioned Boston, Revere Beach & Lynn, which liked Mason Bogies so much that it continued to purchase them even after the closure of the William Mason factory, ordering similar locomotives from other builders as late as 1914 and operating them until electrification in 1928. It must be said, though, that the special features of the Mason Bogie weren't really used in this application, since the line was not greatly curved and did not need the flexibility the Mason Bogie bought at the cost of quite some complexity.
At least one Mason Bogie, Torch Lake, survives, at Greenfield Village (part of The Henry Ford) in Dearborn, Michigan, a standard gauge 0-6-4. It was built in 1873 and still hauls passengers during the summer months.
Superficially similar to the Mason Bogie is another design, the Forney locomotive. Like the Mason Bogie, the Forney has powered axles under the boiler and a trailing truck under the rear bunker and tank behind the cab. However, the Forney's driving wheels are fixed in the frame, rather than articulated. They were reasonably popular on American narrow gauge railroads.
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- William Mason, Improvement in Locomotive Truck Engines, U.S. Patent 156,031, granted Oct. 20, 1874.
- William Mason, Induction-Pipe for Bogie-Locomotives, U.S. Patent 242,464, granted June 7, 1881.
- William Mason, Improvement in Locomotives, U.S. Patent 177,343, granted May 16, 1876.
- Mason Bogie loco 2-8-6T narrow gauge B&NW #1 (c1890), BRHS Subject-Photo index, page M, Burlington Route Historical Socitey, May 28, 2013.