From time to time, a railway decides that it needs to upgrade its coupling system from one that is proving unsatisfactory, to another that meets future requirements. This can be done gradually, which can create many problems with transitional incompatibilities, or overnight, which requires much planning.
By region
Europe
The European network has traditionally been formed of many independent national railway networks with buffer and chain used near universally to allow the interchange of rolling stock. The European Union
Technical Specifications for Interoperability (TSIs) for high-speed passenger rolling stock mandate the use of
Scharfenberg Type 10-compatible couplings. The Type 10 includes "horns" to aid coupling on curves and include a function to provide standardised automatic air-brake connections; the coupling horn is often visible poking out at the front of the nose of high-speed trains.
For European freight, the TSIs mandate buffer and chain couplings at specified heights. The European system links to the former Soviet Russian-gauge network, where SA3 automatic couplers are used. Some research has been undertaken to choose an automatic freight coupler compatible with the Soviet one, but owing to widescale replacement cost, no action has been taken to implement the conversion, except for some trial installations. In many heavy-haul applications, such as for coal and iron ore, either US
AAR-type couplers or Soviet
SA-3 couplers are used. Conversion is made harder to justify because the existing buffer and chain coupling is almost universal.
Meanwhile, drawgear of new rolling stock is being built at a height suitable for conversion. The proposed European
C-AKv freight coupler is compatible with the
SA3 coupler but adds integrated air and electrical connections. This standard would need to be revised to allow for the unforeseen development of
electronically controlled pneumatic brakes.
In Germany all freight wagon have been built with a UIC automatic coupler option since 1976. This mounting option can be used to deploy the C-Akv coupler when a conversion is implemented. A further advantage in such a scenario is, that the C-Akv coupler can also function like the hook and air connectors for a hook-and-chain coupler, ad long as the vehicle with the C-Akv coupler still has buffers.
Soviet Union and successor states
Russian Empire
The Russian Empire was an empire that spanned most of northern Eurasia from its establishment in November 1721 until the proclamation of the Russian Republic in September 1917. At its height in the late 19th century, it covered about , roughl ...
and later
Soviet Union
The Union of Soviet Socialist Republics. (USSR), commonly known as the Soviet Union, was a List of former transcontinental countries#Since 1700, transcontinental country that spanned much of Eurasia from 1922 until Dissolution of the Soviet ...
used buffer and chain couplings, albeit with possibly wider centres for the buffers, until conversion to automatic
SA3 couplers. The SA3 coupler was introduced in 1932, based on a British invention from 1916. Some wagons were equipped with SA-3 couplers in the 1930s (they could be coupled with chain coupling), but all cars received automatic couplers in 1957.
United States
Once Congress passed the
Safety Appliance Act in 1893, mandating conversion from the link and pin coupler to the
Janney coupler, railroads in the United States had only a few years to implement the change. The railroads in North America, except for mass transit, form one unitary system, and uniformity of couplers is important for smooth interchange of rolling stock.
Latin America
Railways in Central and South America are fragmented by gauge, geography, and financial and technical heritage. While some systems have adopted the American Janney coupler, others retain the British buffer and hook (buffer and chain) coupler (see above).
Japan
Japan converted its British-derived
buffer and chain couplings to the American Janney coupling over a period of a few days
[Honshū, 17 July 1925 and Kyūshū, 20 July 1925.] in the early 1920s,
[Except Hokkaido, using Janney coupler from the early 20th century.] after considerable preparation. Today, most (if not all)
EMUs including high-speed
Shinkansen
The , colloquially known in English as the bullet train, is a network of high-speed railway lines in Japan. It was initially built to connect distant Japanese regions with Tokyo, the capital, to aid economic growth and development. Beyond lon ...
trains, and some
DMUs use the
Shibata type coupling system, while
locomotive
A locomotive is a rail transport, rail vehicle that provides the motive power for a train. Traditionally, locomotives pulled trains from the front. However, Push–pull train, push–pull operation has become common, and in the pursuit for ...
-hauled trains use the Janney coupling and
Tightlock coupling system.
Indonesia
The
Norwegian coupling
A Norwegian coupling or coupler (also known colloquially as a chopper coupling or claw hammer coupling), is a manually operated coupling at each end of some narrow-gauge railway rolling stock. It consists of a central buffer incorporating a hoo ...
was the most common type of couplers used on the railways of the Dutch East Indies and later Indonesia. Due to the drawbacks of Norwegian couplers, the Indonesian State Railways adopted the
Janney couplers starting in 1951.
[The D52 class steam locomotive, equipped with Janney couplers, entered service in 1951.] To allow interoperability with the older rolling stock equipped with Norwegian couplers, early Janney couplers would have gap which allowed the use of Norwegian coupler adaptor called "Perdijk" device. The Norwegian couplers disappeared from mainline service in the early 1980s, and nowadays only used by heritage trains. The majority of coupling systems today consisted of Janney couplers, with
Shibata and
Scharfenberg coupler
The Scharfenberg coupler (, abbreviated ''Schaku'') is a commonly used type of fully automatic railway coupling.
Designed in 1903 by Karl Scharfenberg in Königsberg, Germany (today Kaliningrad, Russia), the coupler has gradually spread from tr ...
s used on
EMUs.
Philippines
The
Manila
Manila, officially the City of Manila, is the Capital of the Philippines, capital and second-most populous city of the Philippines after Quezon City, with a population of 1,846,513 people in 2020. Located on the eastern shore of Manila Bay on ...
Tranvía system first adopted the use of British buffers and chain couplers with the acquisition of the
Manila Railway Manila class in 1885. After American rolling stock became more common under the Manila Railroad during the late 1920s,
Janney couplers were adopted as the standard, and were first adopted on the locally-assembled RMC class railcars of 1928. World War II-era and post-war locomotives such as the
Manila Railroad 800 class of 1944 only use Janney couplers. Today's
Philippine National Railways, which succeeded the Manila Railroad, also uses Janney couplers for all of its rolling stock.
Starting in the 1990s, both Scharfenberg and Shibata couplers are being adopted on electrified
rapid transit
Rapid transit or mass rapid transit (MRT) or heavy rail, commonly referred to as metro, is a type of high-capacity public transport that is generally built in urban areas. A grade separation, grade separated rapid transit line below ground su ...
lines in
Metro Manila
Metropolitan Manila ( ), commonly shortened to Metro Manila and formally the National Capital Region (NCR; ), is the capital region and largest List of metropolitan areas in the Philippines, metropolitan area of the Philippines. Located ...
. The first use of the Scharfenberg coupler was for the
Manila MRT Line 3 in 1999. Meanwhile, the first use of the Shibata coupler was for the
LRT Line 2. In the future, Shibata couplers are also expected for use on the
MRT Line 7, the
Metro Manila Subway, and the
North–South Commuter Railway (NSCR). The NSCR is so far the only PNR line that will use Shibata couplers, with the future South Long Haul project continuing to use Janney couplers for its rolling stock.
Australia
Australia, with its breaks of gauge, has always had different couplers on different systems, and has generally adopted gradual conversion. Conversion to the
Janney coupling is now virtually complete.
Commonwealth Railways started with Janney couplings on its Trans-Australian line, and some railways, like the former
Victorian Railways
The Victorian Railways (VR), trading from 1974 as VicRail, was the state-owned operator of most rail transport in the Australian state of Victoria from 1859 to 1983. The first railways in Victoria were private companies, but when these companie ...
and the
Queensland Railways, used
dual couplers. Older couplers remain on
Heritage railway
A heritage railway or heritage railroad (U.S. usage) is a railway operated as living history to re-create or preserve railway scenes of the past. Heritage railways are often old railway lines preserved in a state depicting a period (or periods) ...
s.
Middle East
While the Middle East is mostly standard gauge, three different couplings appear to be in use (not counting Scharfenberg couplings on EMU trains). These are buffer-and-chain, American, and Russian types.
Africa
South of the Sahara, Janney (AAR) and
chopper couplings (not necessarily of compatible types) appear to account for most couplings. The preferred and proposed
UAR standard is the American Janney (AAR) coupling.
Ghana
See also
* Railway coupling by country
Notes
References
{{Railway coupling
Couplers