Boston & Albany / Pittsburgh & Lake Erie 2-8-4 "Berkshire" Locomotives in the USA

Bostan & Albany

The Boston & Albany Railroad was the first railroad to test Lima's 2-8-4 "superpower" design and it was impressed enough to immediately order twenty-five of the new locomotives. The B&A was the first railroad to use the 2-8-4 and it gave this wheel arrangement its name "Berkshire" for the Berkshire Hills where it was tested.

The first order was for twenty-five exact duplicates of the demonstrator that was used in the tests. This group arrived from the Lima Locomotive Works in 1926 and was designated Class A-1a and assigned road numbers 1400 through 1424. These first production "Berkshires" had 63" diameter drivers, 28" x 30" cylinders, a boiler pressure of 240 psi, they exerted 69,400 pounds of tractive effort and each weighed 389,000 pounds.

Shortly after delivery of the first order, the B&A placed an order for twenty more "Berkshires" from Lima. This new order called for these locomotives to have larger sand capacity. The original design sand domes were to be built up and squared off to carry twice the sand. These twenty became Class A-1b and were given road numbers 1425 through 1444. The larger sand domes were needed to provide more sand for traction on the steep hills and later the "Berkshires" from the first order were modified with the squared off boxes. These locomotives were delivered in 1926 and 1927 and were similar to the class A-1a and each weighed 390,500 pounds.

In 1930, the B&A took delivery of its third and last order of Lima built Berkshires. The order for ten was designated Class A-1c with road numbers 1445 through 1454 assigned. On the B&A these last ten "Berks" were dubbed "sport models" because of their cleaned up lines and 12- wheel tenders. The "sport models" locomotive had the same basic performance specifications as the earlier classes and they weighed 396,100 pounds.

While all fifty-five of these A-1s were always Boston & Albany locomotives they did not spend their entire lives on the B&A. During World War II they were used on the New York Central (its owner) to help with the heavy war related traffic, and as diesels were delivered to the B&A, the Berkshires were transferred to other NYC system lines.

There are no surviving B&A 2-8-4 "Berkshire" type locomotives.

Pittsburgn & Lake Erie

The Pittsburgh & Lake Erie Railroad had the distinction of receiving the last steam locomotive built by the American Locomotive Company. This locomotive was a "Berkshire" type that was delivered to the P&LE in June1948 and it was assigned road number 9406. The P&LE only bought seven "Berkshire" type locomotives. They were all built by ALCO in 1948 and were designated as Class A-2a and assigned road numbers 9400 through 9406.

These 2-8-4s had 63" diameter drivers, 26" x 32" cylinders, a 230 psi boiler pressure, they exerted 67,100 pounds of tractive effort and each weighed 426,000 pounds.

Delivered in May and June of 1948, this group had the shortest life span of any of the modern design steam locomotives. Numbers 9400 through 9406 were retired in August of 1956 and then scrapped in the early months of 1957.

There are no surviving P&LE 2-8-4 "Berkshire" type locomotives


Roster

SubsidiaryClassQty.P&LE NumbersYear BuiltBuilderNotes
Boston & AlbanyA-1a251400-14241926LimaNumbers 1411 & 1423 scrapped in 1950. All the others scrapped in 1949.
Boston & AlbanyA-1b 61425-14301926LimaNumbers 1425-1430 scrapped in 1949.
Boston & AlbanyA-1b141431-14441927LimaNumber 1434 scrapped in 1950. All the others scrapped in 1949.
Boston & AlbanyA-1c101445-14541930LimaNumber 1448 scrapped in 1950. All the others scrapped in 1949.
Pittsburgh & Lake ErieA-2a 79400-94061948ALCONumbers 9400-9406 scrapped in 1957

Class Details by Steve Llanso of Sweat House Media

Class A-2a (Locobase 51)

Data from Walter A Lucas, Popular Picture and Plan Book of Railroad Cars and Locomotives (New York: Simmons-Boardman Publishing Corp, 1951), p. 20; see also Richard Leonard's online rail archive entry on the the P&LEs at [link], last accessed 1 July 2017. (Many thanks to Chris Hohl for his 22 September 2017 email reporting unlikely boiler pressure values for 177 entries. A Locobase macro caused the error .)

The NYC's last steam locomotives delivered and the last from Alco's Schenectady Works, these went to the Pittsburgh and Lake Erie. Richard Leonard noted that unlike most 2-8-4s, these engines had relatively small 63" drivers.

They were retired in 1957.


Class A1a/b (Locobase 46)

Data from table in Locomotive Cyclopedia of 1930. See also "Lima Builds 2-8-4 Type Locomotive", Railway Age, Volume 78, No 22 (2 May 1925), pp. 1077-1082 for hyper-detailed description; and F A Butler, "Tests of 2-8-4 Locomotive on B&A", Railway Age, Volume 79, No 11 (12 September 1925), pp. 467-471; and William Withuhn, American Steam Locomotives: Design and Development: 1880-1960 (Bloomington, IN: Indiana University Press and Pflugerville, TX: Railway & Locomotive Historical Society, 2019), pp. 216.221. (Many thanks to Chris Hohl for his 22 September 2017 email reporting unlikely boiler pressure values for 177 entries. A Locobase macro caused the error .) Works numbers were 6979-7003 in February 1926 and after as well as 7192-7211 in December.

Boiler had Elesco feedwater heater, valve motion had limited cutoff. Boston and Maine T-1 class (Locobase 47) and Illinois Central #7000 class (Locobase 48) were very similar and built at approximately the same time. In addition to the performance improvements described below, RA's May 1925 report pointed to other features such as "a marked improvement in ash pan design", cast-steel cylinders saving 4,000 lb (1,814 kg) in weight, a simple port arrangement allowing an unbalanced cutoff at starting which smoothed the starting torque curve, and an articulated main rod that applied loads to two outside crankpins instead of one. (Butler commented in September that the two pins showed equal wear, but more time in service would be needed to confirm the value of the inovation.)

A few months after the first engines entered B&A service, Superintendent of Motive Power and Rolling Stock F A Butler reported on initial findings in the Railway Age. A key average reported was the 52.66 lb/square foot/hour (257.11 kg/sq m) measured on the grate. Butler credited the large firebox and the Type E superheater's gas area with achieving 8.13 lb (3.69 kg) of water evaporated per lb of coal as fired (dry coal equivalent was 11.37 lb). Running with an average cut-off of 43.7% generated 1,923.7 horsepower and maximum cylinder horsepower of 3,675. (Best starting tractive effort was achieved when the maximum cut-off was set to 60%.)

Butler compared the A-1s with Mikado 190 in a run on 14 April 1925. The 2-8-2 hauled 46 cars weighing 1,691 tons, the 2-8-4 trailed 54 cars loaded to 2,296 tons. Both trains ran without delays, wrote Butler, with the A-1 overtaking the 190 during the run. During the run, the A-1 averaged 4,00-6,000 lb of coal fired per hour and a dynamometer horsepower measured at between 1,200-1,750 hp. Even during "very light work", the grate delivered proper combustion and firing rates as low as 41 lb (18.6 kg)/sq ft/hour.

The 190 never burned less than 5,000 lb per hour and at some points consumed as much as 7,200 lb per hour. Where the two engines had similar firing rates, the A-1 showed an average reduction of 23.5-33%.

Butler added that the articulated trailing truck "seemed to adapt itself very well to the track condtions. The engine rode steadily up to the highest operating speeds which the service required.

Later A-1c (1445-1454) -- see Locobase 3172 -- carried 78 2 1/4-in tubes, concealed Coffin feedwater heaters, and the firebox was fitted with 149 sq ft (13.85 sq m) of thermic syphons.

Retired in 1949, after which 1423 and 1434 were sold in 1950 to the Tennessee, Alabama & Georgia as their 601-602. The TAG Line operated the pair for about two years before retiring them in October 1952.


Class A1c (Locobase 3172)

Data from NYC 1 - 1944 Locomotive Diagrams supplied in April 2005 by Allen Stanley from his extensive Rail Data Exchange. (Thanks to Chris Hohl for his 3 April 2015 email correcting the valve gear and his 12 March 2020 email noting an inconsistent road number format.) Works numbers were 7556-7565 in August 1930.

This was the last batch of ten Berkshires built for the B&A. Compared to the A-1a/b of a few years earlier (Locobase 46), these had fewer 2 1/4" tubes (74 vs 90), concealed Coffin feedwater heaters vs Elescos, and the arch tubes in the firebox were removed in favor of another thermic syphon, which raised their total area to 149 sq ft (13.85 sq m). They still used 14" (356 mm) piston valves, which were actuated by Baker valve gear.

Retired in 1949.

Principal Dimensions by Steve Llanso of Middle Run Media
ClassA-2aA1a/bA1c
Locobase ID51 46 3172
RailroadPittsburgh & Lake Erie (NYC)Boston & Albany (NYC)Boston & Albany (NYC)
CountryUSAUSAUSA
Whyte2-8-42-8-42-8-4
Number in Class74510
Road Numbers9400-94061400-14441445-1454
GaugeStdStdStd
Number Built74510
BuilderAlco-SchenectadyLimaLima
Year194819261930
Valve GearBakerBakerBaker
Locomotive Length and Weight
Driver Wheelbase (ft / m)16.75 / 5.1116.50 / 5.0316.50 / 5.03
Engine Wheelbase (ft / m)41.17 / 12.5541.70 / 12.7140.17 / 12.24
Ratio of driving wheelbase to overall engine wheelbase 0.41 0.40 0.41
Overall Wheelbase (engine & tender) (ft / m)95.44 / 29.0982.50 / 25.1582.66 / 25.19
Axle Loading (Maximum Weight per Axle) (lbs / kg)
Weight on Drivers (lbs / kg)280,000 / 127,006248,200 / 112,582252,200 / 114,396
Engine Weight (lbs / kg)426,000 / 193,231389,000 / 176,448396,100 / 179,668
Tender Loaded Weight (lbs / kg)353,000 / 160,118276,000 / 125,192295,600 / 134,082
Total Engine and Tender Weight (lbs / kg)779,000 / 353,349665,000 / 301,640691,700 / 313,750
Tender Water Capacity (gals / ML)20,000 / 75.7615,000 / 56.8215,500 / 58.71
Tender Fuel Capacity (oil/coal) (gals/tons / Liters/MT)22 / 2016 / 1521 / 19
Minimum weight of rail (calculated) (lb/yd / kg/m)117 / 58.50103 / 51.50105 / 52.50
Geometry Relating to Tractive Effort
Driver Diameter (in / mm)63 / 160063 / 160063 / 1600
Boiler Pressure (psi / kPa)230 / 1590240 / 1650240 / 1650
High Pressure Cylinders (dia x stroke) (in / mm)26" x 32" / 660x81328" x 30" / 711x76228" x 30" / 711x762
Tractive Effort (lbs / kg)67,128 / 30448.7876,160 / 34545.6476,160 / 34545.64
Booster (lbs)13,200
Factor of Adhesion (Weight on Drivers/Tractive Effort) 4.17 3.26 3.31
Heating Ability
Tubes (number - dia) (in / mm)90 - 2.25" / 5774 - 2.25" / 57
Flues (number - dia) (in / mm)204 - 3.5" / 89204 - 3.5" / 89
Flue/Tube length (ft / m)18 / 5.4920 / 6.1020 / 6.10
Firebox Area (sq ft / m2)388 / 36.05337 / 31.31433 / 40.23
Grate Area (sq ft / m2)90.30 / 8.39100 / 9.29100 / 9.29
Evaporative Heating Surface (sq ft / m2)4276 / 397.405110 / 474.735065 / 470.55
Superheating Surface (sq ft / m2)1881 / 174.812111 / 196.122111 / 196.12
Combined Heating Surface (sq ft / m2)6157 / 572.217221 / 670.857176 / 666.67
Evaporative Heating Surface/Cylinder Volume217.50239.01236.90
Computations Relating to Power Output (More Information)
Robert LeMassena's Power Computation20,76924,00024,000
Same as above plus superheater percentage27,20730,96030,960
Same as above but substitute firebox area for grate area116,904104,335134,057
Power L128,43130,40330,915
Power MT895.421080.211080.98

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