4-12-2 "Union Pacific" Type Locomotives

The UP 9000s had two outside 27"x32" cylinders driving the third set of drive wheels and a third 27"x31" cylinder in the center driving the second axle. The 9000s had 67 inch drivers. They were constructed with "blind" driver tires on the third and fourth axles, that is, without the usual flanges, in an effort to promote easy passage through tight curves. The blind drivers were found to be unnecessary as tests of the first 4-12-2 proved the usefulness of the lateral motion devices fitted to the first and sixth driving axles. There was an attempt to see if they could negotiate the Oregon Short Line in the Mountains of Oregon. The test failed and they were returned to the prairies of Nebraska for which they were designed in the first place.

There is an extremely accurately detailed model of the UP 4-12-2 available for general viewing at the Schenectady Museum, in Schenectady, NY. The model is in a section of the museum called the Schenectady Heritage Area. The model provides an excellent view of the lateral motion devices fitted to the first and last driving axles, spring rigging, main and side rod designs, cylinder configurations, valve gear arrangements, etc. The model is covered by a clear plexiglass cover which allows for viewing but no touching.

1st Axle Clearance Crank?

There has been some disagreement on whether or not the first drive axle on this class of locomotives has a 'clearance crank'. The typical configuration for a three-cylinder steam locomotives is to have a cranked first axle so that clearance is provided to the connecting rod that is connected to the second set of drive wheels. The Guide to North American Steam Locomotives by George Drury states that the first axle is cranked. I have also received e-mail which stated that the first axle has a crank. However, I have been in contact with John E. Bush who was the co-author of an excellent reference book on these locomotives (Volume 2 of The Union Pacific Type by Kratville and Bush). This book has several photos which show quite clearly that it does not have a 'clearance crank' on the first axle. Instead, it explains, the builders added 18 inches to the distance between the first two axle centers, thus precluding the need for a 'clearance crank' on the first driving axle. This has been verified by Barry Koeb who is the R&LHS member responsible for the UP 9000 who has been inside the frame of the 9000. I am now convinced that the first axle on this class of locomotives did not have a crank. The last time I was in LA, I tried to look under 9000 and photograph the first axle. However, the front of this locomotive is so tightly packed that I could not see the front axle let alone photograph it.

In summary, the 9000's designers wanted to avoid having to put a crank in the axle of driver number 1. So they did the following things:

Driver "Quartering" and Valve Gear

I have been told that the designers had to keep the quartering at equal 120 degree angles partially for centrifugal mass balancing reasons. However, if the inside cylinder is inclined at say 7°, it would normally be necessary to set the cranks at 120°-127°-113° to preserve the torque distribution. Apparently, this was not necessary for the 9000s. The #2 driver has an enormous inside steel crank/counterbalance assembly that has to spin in concert with, and balanced to, the outside main rods. (One hundred and twenty degrees is the quartering angle listed in the book "Union Pacific Type, Volume 1" and confirmed by one of the co-authors, John Bush.) It is suspected that one of the reasons the Baldwin #60000 used a 90°-135°-135° configuration had to do with it being a compound locomotive, with the center cylinder receiving high-pressure boiler steam, and the outer cylinders receiving the low-pressure steam from the center cylinder. And according to John Bush, the locomotive had "a very interesting" outside valve gear design. The original valve gear used a conjugated assembly that synthesized inner cylinder valve gear motion from the outer valve gear on either side of the locomotive.

"Lopping" Exhaust

Many have pointed out the "lopping" exhaust rhythm one hears in recordings of the 9000 class. The sound may be the result of a number of factors: When released from shops with running gear trammed "to dimension" and valves set correctly, a 9000 had a very even 1-2-3, 1-2-3 beat. All of the main dimensions were the same for the outside and inside cylinders (except that the inside cylinder was one inch shorter) and valves and when everything was right they were square like any engine, only with six exhausts per revolution. Like other power, the unevenness developed as miles grew, and in particular as maintenance forces allowed the inside main rod to languish! If you've heard Howard Fogg's recordings of 9009 on his great album "The Big Steam" and think thats what a 4-12-2 regularly sounded like please consider it as virtually totally unrepresentative of their sound. That engine was horribly out of time and in fact would scare one at speed. When badly out of dimension, engines can begin working against themselves.

Other Long, Rigid Wheelbase Steam Locomotives

The UP 9000s had the longest rigid wheelbase of all steam locomotives in the United States. However, there were a few other countries with equally impressive locomotives. Bulgaria and two groups of 2-12-4Ts, Indonesia had a few 2-12-2Ts. Russia built one 4-14-4 (classified as a 2-7-2). It made one demonstration run during which it tore the track apart -- it was stored and later scrapped. It was designed shortly after a group of thirty young Soviet engineers toured the USA in 1930 and 1931. They saw the last of the Union Pacific 4-12-2s being built by Alco's Dunkirk New York shop. Steam locomotive historians consider the Soviet 4-14-4 to be an example of the Russian's trying to outdo the Americanskiies. The Russians learned many useful things during their tour, and did develop a successful 2-10-2 freight engine and a 2-8-4 passenger locomotive using ideas they picked up from Alco and Baldwin.

4-14-4 Photos:

Railroads that used 4-12-2 "Union Pacific" Type Locomotives (data provided by Steve Llanso of Sweat House Media)

Surviving Examples of 4-12-2 "Union Pacific" Type Locomotives

No.ClassF.M. WhyteGaugeRailroad LineLocationStatusNotes
900090004-12-24'-8½"UPLos Angeles Co. Fairplex, Pomona, CAdisplay ALCO (Brooks), 1926, CN 66544 Three cylinder,

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