2-8-4
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Under the Whyte notation, a 2-8-4 is a
steam locomotive A steam locomotive is a locomotive that provides the force to move itself and other vehicles by means of the expansion of steam. It is fuelled by burning combustible material (usually coal, oil or, rarely, wood) to heat water in the loco ...
that has two unpowered leading wheels, followed by eight coupled and powered
driving wheel On a steam locomotive, a driving wheel is a powered wheel which is driven by the locomotive's pistons (or turbine, in the case of a steam turbine locomotive). On a conventional, non-articulated locomotive, the driving wheels are all coupled ...
s, and four trailing wheels. This locomotive type is most often referred to as a Berkshire, though the
Chesapeake and Ohio Railway The Chesapeake and Ohio Railway was a Class I railroad formed in 1869 in Virginia from several smaller Virginia railroads begun in the 19th century. Led by industrialist Collis P. Huntington, it reached from Virginia's capital city of Richmond t ...
used the name Kanawha for their 2-8-4s. In Europe, this wheel arrangement was mostly seen in mainline passenger express locomotives and, in certain countries, in
tank locomotive A tank locomotive or tank engine is a steam locomotive that carries its water in one or more on-board water tanks, instead of a more traditional tender. Most tank engines also have bunkers (or fuel tanks) to hold fuel; in a tender-tank loc ...
s.


Overview

In the United States of America, the 2-8-4 wheel arrangement was a further development of the enormously successful
2-8-2 Under the Whyte notation for the classification of steam locomotives, represents the wheel arrangement of two leading wheels on one axle, usually in a leading truck, eight powered and coupled driving wheels on four axles and two trailing w ...
Mikado. It resulted from the requirement for a freight locomotive with even greater steam heating capacity. To produce more steam, a solution was to increase the size of the locomotive's
firebox Firebox may refer to: * Firebox (steam engine), the area where the fuel is burned in a steam engine * Firebox (architecture), the part of a fireplace where fuel is combusted *Firebox Records, a Finnish 8101705801record label * Firebox.com, an elect ...
, though the 2-8-2 wheel arrangement, with its single axle trailing truck, limited the permissible increased axle loading from a larger firebox. The most practical solution was to add a second trailing axle to spread the increased weight of a larger firebox. The first American 2-8-4s were built for the
Boston and Albany Railroad The Boston and Albany Railroad was a railroad connecting Boston, Massachusetts to Albany, New York, later becoming part of the New York Central Railroad system, Conrail, and CSX Transportation. The line is currently used by CSX for freight. ...
in 1925 by Lima Locomotive Works. The railroad's route across the Berkshire mountains was a substantial test for the new locomotives and, as a result, the name ''Berkshire'' was adopted for the locomotive type. In Europe, 2-8-4 tender locomotives were designed mainly for passenger express trains, but they also hauled long distance express freights to increase utilisation. European 2-8-4 tank locomotives were a logical transition from the 2-8-2T locomotive types, allowing larger fireboxes and larger coal bunkers. They were mainly used for busy suburban services in heavily populated suburban areas of big cities, but infrequently also for sparsely populated rural areas or long distance lines.


Usage


Australia

The Western Australian K-class was a class of 2-8-4T steam locomotives of the
Western Australian Government Railways Western Australian Government Railways (WAGR) was the operator of railway services in the state of Western Australia between October 1890 and June 2003. Owned by the state government, it was renamed a number of times to reflect extra responsi ...
(WAGR). Between 1893 and 1898, the WAGR took delivery of 24 of these locomotives from Neilson and Company. They entered service on the Eastern Railway between
Midland Junction Midland is a suburb in the Perth metropolitan region, as well as the regional centre for the City of Swan local government area that covers the Swan Valley and parts of the Darling Scarp to the east. It is situated at the intersection of Gr ...
and Northam. In 1900, during the Second Boer War, the Imperial Military Railways experienced a shortage of locomotives and six more new K class locomotives destined for the WAGR were diverted to South Africa, where they were known as the ''Western Australians''. The
South Australian Railways South Australian Railways (SAR) was the statutory corporation through which the Government of South Australia built and operated railways in South Australia from 1854 until March 1978, when its non-urban railways were incorporated into Aust ...
also operated 2-8-4s. Fleet construction commenced in 1930 and by the end of 1943, seventeen locomotives were in service on the gauge system. The design of these locomotives was based on American practices. After they were withdrawn from service by 1958, they were all scrapped.


Austria

The heavy Class 214 1′’D2′ (2-8-4) two-cylinder simple expansion express passenger locomotive was developed in Austria in 1927. It was designed by engineers of the Floridsdorf Werke and was the largest Austrian steam locomotive and the most powerful Berkshire type to run in Europe. Designed for the West railway express train service, they were to be used to haul 580-ton express trains from Wien Westbahnhof in
Vienna en, Viennese , iso_code = AT-9 , registration_plate = W , postal_code_type = Postal code , postal_code = , timezone = CET , utc_offset = +1 , timezone_DST ...
over to
Salzburg Salzburg (, ; literally "Salt-Castle"; bar, Soizbuag, label=Austro-Bavarian) is the fourth-largest city in Austria. In 2020, it had a population of 156,872. The town is on the site of the Roman settlement of ''Iuvavum''. Salzburg was founded ...
. This mainline has three approximately banks with gradients between 1 in 91 and 1 in 125. Two prototypes were built, a two-cylinder and three-cylinder version. When tested, the two-cylinder version proved to be superior to the three-cylinder Class 114 version, and eventually twelve more two-cylinder Class 214 locomotives were built. In 1936, No. 214.13 reached a speed of , the highest speed ever attained by an Austrian steam locomotive. The regular speed limit was . From 1938, the Deutsche Reichsbahn (DRB) designated the locomotive class 12.0. In the mid-1939, they hauled 600 tons express trains out of Vienna over Wienerwald at a speed of , reaching over level stretches. In 1945, seven of these locomotives were taken over by the Soviet Military Administration when they occupied the Russian Zone in Austria. These locomotives had "''T''" (Trofya) painted before their running numbers and were marked "CCCP". The Russians did not transfer these locomotives out of Austria and, when they withdrew their occupying forces in September 1955, the locomotives were returned to the Austrian Federal Railways (ÖBB). When the mainline west of Vienna was electrified, all the ÖBB 1’D2’ locomotives were taken out of service and written off. On 15 February 1962, locomotive No. 12.10, built by Floridsdorf in 1936, was preserved as museum locomotive at the Eisenbahnmuseum Strasshof.


Brazil

Beyer Peacock delivered four 2-8-4T locomotives to Minas & Rio Railway (gauge 1000mm) in 1890, and one more in 1894. The French state-owned sales consortium ''Groupement d´Exportation de Locomotives en Sud-Amérique'' (GELSA) delivered 66 ultra-modern 2-8-4 two-cylinder simple expansion locomotives for the Brazilian Railways in 1951 and 1952. They were built by ''Société Francaise de Construction Mécaniques'' (Cail), ''Société des Forges et Ateliers de Creusot'' (
Schneider Schneider may refer to: Hospital * Schneider Children's Medical Center of Israel People *Schneider (surname) Companies and organizations * G. Schneider & Sohn, a Bavarian brewery company * Schneider Rundfunkwerke AG, the former owner of the D ...
of Le Creusot) and ''Compagnie de Fives-Lille''. All were delivered to Brazil by the end of 1952. Designed under the direction of engineer André Chapelon, this class demonstrated that large and powerful steam locomotives could run in general use on light rails of with low speed limits. Their maximum axle load had been reduced to 10 tons, all were fitted with double
Kylchap The Kylchap steam locomotive exhaust system was designed and patented by French steam engineer André Chapelon, using a second-stage nozzle designed by the Finnish engineer Kyösti Kylälä and known as the ''Kylälä spreader''; thus the name ...
exhaust systems and their leading and trailing trucks had Athermos axle boxes. Three tender types could be coupled to them, one heavy and two light, for work in different areas. * The heavy tender had six-wheel bogies, a coal capacity of 12 tons and a water capacity of . * The light coal tender had four-wheel bogies, a coal capacity of 7 tons and a water capacity of . * The light wood tender had four-wheel bogies, a firewood capacity of and a water capacity of . These modern locomotives were regarded with suspicion by some enginemen who were used to obsolete British locomotives which were often over forty years old. In addition, diesel locomotive salesmen claimed that steam traction was obsolete. This attitude spread to middle management staff, with the result that these modern French steam locomotives were replaced in the 1960s, when they were hardly run in. Some of those locomotives which worked in
Southern Brazil The South Region of Brazil (; ) is one of the five regions of Brazil. It includes the states of Paraná, Rio Grande do Sul, and Santa Catarina, and covers , being the smallest region of the country, occupying only about 6.76% of the territory of ...
were leased to the Bolivian Railways in the 1960s. By 2004, some still existed as wrecks in a locomotive dump near Santa Cruz in
Bolivia , image_flag = Bandera de Bolivia (Estado).svg , flag_alt = Horizontal tricolor (red, yellow, and green from top to bottom) with the coat of arms of Bolivia in the center , flag_alt2 = 7 × 7 square p ...
.


Bulgaria

As part of their modernising and standardisation program, the
Bulgarian State Railways The Bulgarian State Railways ( bg, Български държавни железници, translit=Balgarski darzhavni zheleznitsi, abbreviated as БДЖ, BDZ or BDŽ) are Bulgaria's state railway company and the largest railway carrier in the co ...
(BDZ) ordered twenty superheated three-cylinder (1’D2’-h3) locomotives from
Krupp The Krupp family (see pronunciation), a prominent 400-year-old German dynasty from Essen, is notable for its production of steel, artillery, ammunition and other armaments. The family business, known as Friedrich Krupp AG (Friedrich Krupp ...
in 1941. The industrial disruption of the Second World War, however, overloaded the German locomotive builders with domestic production demands and
Krupp The Krupp family (see pronunciation), a prominent 400-year-old German dynasty from Essen, is notable for its production of steel, artillery, ammunition and other armaments. The family business, known as Friedrich Krupp AG (Friedrich Krupp ...
was only able to produce ten of these new BDZ Class 36 tank locomotives in 1943, works numbers 2272 to 2281. The new 109.9 ton Class 36 locomotives were intended to replace the older
2-8-0 Under the Whyte notation for the classification of steam locomotives, represents the wheel arrangement of two leading wheels on one axle, usually in a leading truck, eight powered and coupled driving wheels on four axles, and no trailing wh ...
(1D-h2) locomotives on local passenger train services. The axle loading was kept below 16 tons and their large coal and water capacities made the new class suitable for a wider range of duties, if required. Small smoke deflectors were fitted to the top of the smokebox. When the new locomotives arrived in
Bulgaria Bulgaria (; bg, България, Bǎlgariya), officially the Republic of Bulgaria,, ) is a country in Southeast Europe. It is situated on the eastern flank of the Balkans, and is bordered by Romania to the north, Serbia and North Macedo ...
in 1943, they were allocated to
Sofia Sofia ( ; bg, София, Sofiya, ) is the capital and largest city of Bulgaria. It is situated in the Sofia Valley at the foot of the Vitosha mountain in the western parts of the country. The city is built west of the Iskar river, and h ...
depot. Between 1953 and 1957, five locomotives were relocated to
Plovdiv Plovdiv ( bg, Пловдив, ), is the second-largest city in Bulgaria, standing on the banks of the Maritsa river in the historical region of Thrace. It has a population of 346,893 and 675,000 in the greater metropolitan area. Plovdiv is the ...
depot to serve the Plovdiv- Svilengrad line. In addition to the local passenger train service, duties there also included international express trains to and from
Turkey Turkey ( tr, Türkiye ), officially the Republic of Türkiye ( tr, Türkiye Cumhuriyeti, links=no ), is a transcontinental country located mainly on the Anatolian Peninsula in Western Asia, with a small portion on the Balkan Peninsula ...
. In 1961, the remaining five locomotives were relocated from Sofia to Varna depot. They remained on these local passenger train duties well into the 1970s, when they were ousted by diesel locomotives and diesel trainsets. Some were preserved.


Canada

The
Toronto, Hamilton and Buffalo Railway The Toronto, Hamilton and Buffalo Railway was a railway based in Hamilton that ran in Southern Ontario from 1892 to 1987. It never reached the other two cities in its name, although it did have branch lines extending to Dunnville and Port Mait ...
(TH&B) was the only Canadian Railway to operate 2-8-4 Berkshires. Only two locomotives were ordered from the
Montreal Locomotive Works Montreal Locomotive Works (MLW) was a Canadian railway locomotive manufacturer which existed under several names from 1883 to 1985, producing both steam and diesel locomotives. For a number of years it was a subsidiary of the American Locomot ...
(MLW) in 1927, works numbers 67573 and 67574. They were the last new steam locomotives to be ordered by the TH&B and were allocated road numbers 201 and 202. They were fitted with Coffin feedwater heaters and duplex stokers, and had a working order weight of 128 tons. After being equipped with Automatic Train Control (ATC) in 1929, they were the only TH&B freight locomotives which were allowed to run on
New York Central The New York Central Railroad was a railroad primarily operating in the Great Lakes and Mid-Atlantic regions of the United States. The railroad primarily connected greater New York and Boston in the east with Chicago and St. Louis in the Mid ...
’s tracks, on the Welland- Buffalo line. Due to dieselisation, both were withdrawn from service in June 1953. Both locomotives 201 and 202 were scrapped in late 1953 .


Czechoslovakia


Tank locomotives

The Czechoslovak State Railways (CSD) was one of the largest tank locomotive users in Europe. The dense railway network in
Bohemia Bohemia ( ; cs, Čechy ; ; hsb, Čěska; szl, Czechy) is the westernmost and largest historical region of the Czech Republic. Bohemia can also refer to a wider area consisting of the historical Lands of the Bohemian Crown ruled by the Bohem ...
and
Moravia Moravia ( , also , ; cs, Morava ; german: link=yes, Mähren ; pl, Morawy ; szl, Morawa; la, Moravia) is a historical region in the east of the Czech Republic and one of three historical Czech lands, with Bohemia and Czech Silesia. The ...
provided the ideal environment for local short distance passenger train workings powered by numerous classes of tank locomotives. On 31 December 1937, the CSD had no less than 1,250 tank locomotives on its roster, of which 385 were eight-coupled tank locomotives. The first Czechoslovakian 1’D2’t-h2 (2-8-4) tank locomotive was derived from the CSD Class 455.1 1’D-h2 (2-8-0) tender locomotive, with water tanks, a coal bunker and a trailing bogie added. Apart from changing the drive from the second to the third coupled axle and increasing the superheating surface of the boiler, these handsome tank locomotives were mechanically identical to the tender locomotives. They were originally intended to be used on the
Prague Prague ( ; cs, Praha ; german: Prag, ; la, Praga) is the capital and largest city in the Czech Republic, and the historical capital of Bohemia. On the Vltava river, Prague is home to about 1.3 million people. The city has a temperate ...
to České Budějovice (Böhmisch Budweis) line and on branch lines diverting from the mainline for local train service. At the time, however, the 16 ton axle load proved to be too high for most of the lines where they were intended to run and for this reason only 27 locomotives were built between 1928 and 1932. The first thirteen were initially designated Class 446.0, but an increase in their permitted maximum speed to led to the locomotive's reclassification to Class 456.0, numbered 456.001 to 027. These were powerful tank locomotives, nicknamed ''Krasin'' after the explorer General Nobile who reached the
North Pole The North Pole, also known as the Geographic North Pole or Terrestrial North Pole, is the point in the Northern Hemisphere where the Earth's axis of rotation meets its surface. It is called the True North Pole to distinguish from the Ma ...
in 1928. When tested while hauling a 900-ton train, one reached a maximum speed of at level and an average speed of while climbing a 1 in 100 gradient. Between 1938 and 1945, all of them remained on the ''Böhmisch-Mährisch Bahn'' (BMB) and ''Protektorátni Drahy Cech a Moravy'' (CMD) lines in Bohemia and Moravia, and all 27 survived the Second World War. By the early 1960s, the Class 456.0 locomotives were spread thinly over most of the country, having been allocated to locations from
Plzeň Plzeň (; German and English: Pilsen, in German ) is a city in the Czech Republic. About west of Prague in western Bohemia, it is the fourth most populous city in the Czech Republic with about 169,000 inhabitants. The city is known worldwid ...
in western Bohemia to
Banská Bystrica Banská Bystrica (, also known by other alternative names) is a middle-sized town in central Slovakia, located on the Hron River in a long and wide valley encircled by the mountain chains of the Low Tatras, the Veľká Fatra, and the Kremnica ...
in
Slovakia Slovakia (; sk, Slovensko ), officially the Slovak Republic ( sk, Slovenská republika, links=no ), is a landlocked country in Central Europe. It is bordered by Poland to the north, Ukraine to the east, Hungary to the south, Austria to the ...
. All were withdrawn from service between 1968 and 1972. One, no. 456.011, went into industrial service and three others, numbers 456.015, 024 and 026, were later used as mobile boilers. The remainder were scrapped.


Tender locomotives

The CSD ordered three Class 486.1 1’D2’-h3 (2-8-4) locomotives, based on the three-cylinder Class 114 locomotive of the Austrian Federal Railways (BBÖ). This hand-fired locomotive had a Krauss-Helmholtz leading truck and the diameter of its coupled wheels was . Its total weight in working order was 107.6 tons, of which 63.9 tons were adhesive weight. All three cylinders were of bore with a stroke. The heating surface of the boiler was , of which were superheating area. The grate area was and the locomotive was designed for possible coal dust firing. They had Class 926.0 tenders, which were rebuilt from Class 623.0 tenders. They were not as successful as expected. One of the Class was tested against a Class 486.0 2’D1’-h3 (
4-8-2 Under the Whyte notation for the classification of steam locomotives, represents the wheel arrangement of four leading wheels, eight powered and coupled driving wheels and two trailing wheels. This type of steam locomotive is commonly know ...
) locomotive on the hilly mainline between
Žilina Žilina (; hu, Zsolna, ; german: Sillein, or ; pl, Żylina , names in other languages) is a city in north-western Slovakia, around from the capital Bratislava, close to both the Czech and Polish borders. It is the fourth largest city of S ...
and
Košice Košice ( , ; german: Kaschau ; hu, Kassa ; pl, Коszyce) is the largest city in eastern Slovakia. It is situated on the river Hornád at the eastern reaches of the Slovak Ore Mountains, near the border with Hungary. With a population of a ...
on the former
Košice Košice ( , ; german: Kaschau ; hu, Kassa ; pl, Коszyce) is the largest city in eastern Slovakia. It is situated on the river Hornád at the eastern reaches of the Slovak Ore Mountains, near the border with Hungary. With a population of a ...
- Bohumín Drahy (KBD) line. It proved to be inferior to its opponent in both speed and power. All three locomotives were allocated to the
Brno Brno ( , ; german: Brünn ) is a city in the South Moravian Region of the Czech Republic. Located at the confluence of the Svitava and Svratka rivers, Brno has about 380,000 inhabitants, making it the second-largest city in the Czech Republic ...
shed for most of their active service lives. During the years from 1938 to 1945, they were rostered as BMB-CMD locomotive stock. They were withdrawn from service in 1967 and 1968 and were later used as mobile boilers.


Germany


Deutsche Bundesbahn

After the Second World War, the recovering
West Germany West Germany is the colloquial term used to indicate the Federal Republic of Germany (FRG; german: Bundesrepublik Deutschland , BRD) between its formation on 23 May 1949 and the German reunification through the accession of East Germany on 3 ...
needed economical assistance. This came, in part, in the form of new locomotive orders placed with the West German locomotive industry, which kept it going in the tough and competitive world markets. A new tank locomotive type was designed by Krauss-Maffei and, in 1951, the firm built thirteen locomotives of a new
Deutsche Bundesbahn The Deutsche Bundesbahn or DB (German Federal Railway) was formed as the state railway of the newly established Federal Republic of Germany (FRG) on 7 September 1949 as a successor of the Deutsche Reichsbahn-Gesellschaft (DRG). The DB remaine ...
(DB) Class 65 1’D2’t-h2 (2-8-4T) locomotive. Five more followed in 1955. In test, these locomotives hauled 800 tons on level track, while they managed to reach hauling 400 tons up a 1 in 100 gradient. All the locomotives had small "Witte" type smoke deflectors. Their maximum speed was , even running bunker first. These locomotives saw service in local passenger train service around big cities and on branch lines which could bear the 17.5 ton axle load. They were found to be economical in service and served well during the short period they spent in service. In the late 1960s and early 1970s, they were ousted by expanding electrification and by diesel locomotives and diesel motor trainsets.


Deutsche Reichsbahn

The
East German East Germany, officially the German Democratic Republic (GDR; german: Deutsche Demokratische Republik, , DDR, ), was a country that existed from its creation on 7 October 1949 until its dissolution on 3 October 1990. In these years the state ...
Deutsche Reichsbahn’s 1’D2’t-h2 (2-8-4T) locomotives were derived from the West German Class 65 and became the Class 65.10. They were capable of developing and could run at on level track, hauling 350 tons passenger trains. A total of 88 Class 65.10 locomotives were built between 1954 and 1957. These locomotives had the DR’s version of small "Witte" type smoke deflectors. These were the last new-built 1’D2’t-h2 (2-8-4T) locomotives in the world. Their maximum 17.5 ton axle load restricted them to mainline service. They were intended to haul heavy suburban trains around
Berlin Berlin ( , ) is the capital and largest city of Germany by both area and population. Its 3.7 million inhabitants make it the European Union's most populous city, according to population within city limits. One of Germany's sixteen constitu ...
,
Leipzig Leipzig ( , ; Upper Saxon: ) is the most populous city in the German state of Saxony. Leipzig's population of 605,407 inhabitants (1.1 million in the larger urban zone) as of 2021 places the city as Germany's eighth most populous, as ...
,
Halle Halle may refer to: Places Germany * Halle (Saale), also called Halle an der Saale, a city in Saxony-Anhalt ** Halle (region), a former administrative region in Saxony-Anhalt ** Bezirk Halle, a former administrative division of East Germany ** Hal ...
and
Magdeburg Magdeburg (; nds, label=Low Saxon, Meideborg ) is the capital and second-largest city of the German state Saxony-Anhalt. The city is situated at the Elbe river. Otto I, the first Holy Roman Emperor and founder of the Archdiocese of Magdebu ...
, where they replaced the older Prussian T 12 and Prussian T 18 classes. Many were still in service in the 1970s and some still survived in the early 1980s. For branch line service, the DR designed a smaller wheeled version of the Class 65.10. This locomotive had only a 15-ton axle load and became the DR Class 83.10. Its maximum speed in both directions was . These locomotives were also fitted with the DR's version of "Witte" smoke deflectors, the only tank locomotive designed for freight service that had them. In 1955, 27 of these locomotives were built and used for working freight and mixed trains on short branch lines. They also worked on mountainous lines with sharp curves and steep gradients of more than 1.5% (1 in 67) and where was the maximum speed limit.


Japan

The
Japanese National Railways The abbreviated JNR or , was the business entity that operated Japan's national railway network from 1949 to 1987. Network Railways As of June 1, 1949, the date of establishment of JNR, it operated of narrow gauge () railways in all 46 pre ...
(JNR) closely followed American practice after the Second World War, with Berkshire locomotives used mainly on heavy freight service, such as heavy coal trains. They were the heaviest steam locomotives used on the JNR's gauge lines. The JNR rebuilt a total of 104 locomotives to the 2-8-4 wheel arrangement from its older
2-8-2 Under the Whyte notation for the classification of steam locomotives, represents the wheel arrangement of two leading wheels on one axle, usually in a leading truck, eight powered and coupled driving wheels on four axles and two trailing w ...
Mikado classes, the Class D50, Class D51 and Class D52. * In 1950 and 1951, twenty Class D62 2-8-4 locomotives were rebuilt from Class D52 at the JNR's Hamamatsu Works. * Between 1951 and 1956, 78 Class D60 2-8-4 locomotives were rebuilt from Class D50 at the JNR's
Hamamatsu is a city located in western Shizuoka Prefecture, Japan. the city had an estimated population of 791,707 in 340,591 households, making it the prefecture's largest city, and a population density of . The total area of the site was . Overview H ...
, Nagano and Tsuchizaki Works. * In 1959 and 1960, six Class D61 2-8-4 locomotives were rebuilt from Class D51 at the JNR's Hamamatsu and Kōriyama Works. Some of these locomotives survived in service up to the end of steam traction on the JNR in 1974.


Mexico

In 1951, Mexico's ''
Ferrocarriles Nacionales de México Ferrocarriles Nacionales de México (better known as N de M and especially in its final years as FNM) was Mexico's state owned railroad company from 1938 to 1998, and prior to 1938 (dating from the regime of Porfirio Díaz), a major railroad con ...
'' (N de M) bought five 2-8-4 locomotives, built by
Baldwin Locomotive Works The Baldwin Locomotive Works (BLW) was an American manufacturer of railroad locomotives from 1825 to 1951. Originally located in Philadelphia, it moved to nearby Eddystone, Pennsylvania, in the early 20th century. The company was for decades ...
in 1940, from
Norfolk Southern Railway The Norfolk Southern Railway is a Class I freight railroad in the United States formed in 1982 with the merger of Norfolk and Western Railway and Southern Railway. With headquarters in Atlanta, the company operates 19,420 route miles (31 ...
in the United States of America (USA), where they had become redundant due to
dieselisation Dieselisation (US: dieselization) is the process of equipping vehicles with a diesel engine or diesel engines. It can involve replacing an internal combustion engine powered by petrol (gasoline) fuel with an engine powered by diesel fuel, as o ...
. Before their arrival in
Mexico Mexico (Spanish language, Spanish: México), officially the United Mexican States, is a List of sovereign states, country in the southern portion of North America. It is borders of Mexico, bordered to the north by the United States; to the so ...
, all five went through a complete major overhaul in the USA. They arrived in Mexico late in 1951 and were allocated N de M numbers 3350 to 3354. Remaining in service until the late 1960s, they became the last USA-built Berkshires in the world to remain in revenue-earning common carrier service.


New Zealand

In 1904, the Wellington and Manawatu Railway Company (WMR) ordered a 2-8-4 tank locomotive from
Baldwin Locomotive Works The Baldwin Locomotive Works (BLW) was an American manufacturer of railroad locomotives from 1825 to 1951. Originally located in Philadelphia, it moved to nearby Eddystone, Pennsylvania, in the early 20th century. The company was for decades ...
for banking duties on the % (1 in 40) gradients from
Wellington Wellington ( mi, Te Whanganui-a-Tara or ) is the capital city of New Zealand. It is located at the south-western tip of the North Island, between Cook Strait and the Remutaka Range. Wellington is the second-largest city in New Zealand by ...
to Ngaio. The locomotive, no. 3, was nicknamed ''Jumbo''. When the New Zealand Government purchased the WMR, no. 3 was renumbered to WJ class no. 466 by the
New Zealand Government Railways The New Zealand Railways Department, NZR or NZGR (New Zealand Government Railways) and often known as the "Railways", was a government department charged with owning and maintaining New Zealand's railway infrastructure and operating the railway ...
. It was the only locomotive in the class. The locomotive had a tendency for cracking its bar frame on this heavy duty. By 1920, it was waiting to go to the Petone Works with yet another crack in the frame and it did not see much service after that. The solitary 2-8-4T locomotive in New Zealand was written off the books in 1928 and its boiler was sent to the
Taumarunui Taumarunui is a small town in the King Country of the central North Island of New Zealand. It is on an alluvial plain set within rugged terrain on the upper reaches of the Whanganui River, 65 km south of Te Kuiti and 55 km west of T ...
locomotive depot for use as a washout boiler.


Norway

In the mid-1930s, the
Norwegian State Railways Vygruppen, branded as Vy, is a government-owned railway company which operates most passenger train services and many bus services in Norway. The company is owned by the Norwegian Ministry of Transport. Its sub-brands include Vy Buss coach ...
(Norges Statsbaner or NSB) ordered altogether eighteen powerful superheated four-cylinder compound 1'D2'-h4v (2-8-4) passenger locomotives for express and passenger train service on its single mainline between
Oslo Oslo ( , , or ; sma, Oslove) is the capital and most populous city of Norway. It constitutes both a county and a municipality. The municipality of Oslo had a population of in 2022, while the city's greater urban area had a population of ...
and
Trondheim Trondheim ( , , ; sma, Tråante), historically Kaupangen, Nidaros and Trondhjem (), is a city and municipality in Trøndelag county, Norway. As of 2020, it had a population of 205,332, was the third most populous municipality in Norway, an ...
, on the northern section between Otta and Trondheim. The section of the mainline between Trondheim and Dombås reaches an altitude of over the '' Dovrefjell'', with gradients of 1 in 46 to 1 in 56 and curves of radius. At the time, the maximum axle load was limited to 15.5 tons. Great skill was displayed in the design of these locomotives, which were built specifically to operate 300 ton trains under these conditions. Weight reduction was a major problem and, as a consequence, the frame was constructed of only plate, but strongly braced, while the platform was of aluminium. The planned eighteen
NSB Class 49 The NSB Class 49, nicknamed (''"the Dovre Giant"''), locomotives were 2-8-4 steam locomotives used to pull heavy trains on the Dovre Line. It is the largest type of steam locomotive in the history of the Norwegian State Railways. The engines ca ...
locomotives never materialised, however, since those under construction at the
Krupp The Krupp family (see pronunciation), a prominent 400-year-old German dynasty from Essen, is notable for its production of steel, artillery, ammunition and other armaments. The family business, known as Friedrich Krupp AG (Friedrich Krupp ...
Works in
Essen Essen (; Latin: ''Assindia'') is the central and, after Dortmund, second-largest city of the Ruhr, the largest urban area in Germany. Its population of makes it the fourth-largest city of North Rhine-Westphalia after Cologne, Düsseldorf and Do ...
, Germany, were damaged so severely by Allied bombing in October 1943 that they were never completed. In addition,
Thune Thunes Mekaniske Værksted A/S, Thune for short, was a Norwegian manufacturing company that among other things built locomotives. The production facilities were last located at Skøyen. History Thune traced its roots to a workshop founded by An ...
's Works at
Skøyen Skøyen is a neighborhood of Oslo, Norway. It is located in the western part of the city, in the borough of Ullern Ullern is a borough of the city of Oslo, Norway. History The borough has its name from an old farm, Norse ''Ullarin''. The ...
in
Norway Norway, officially the Kingdom of Norway, is a Nordic countries, Nordic country in Northern Europe, the mainland territory of which comprises the western and northernmost portion of the Scandinavian Peninsula. The remote Arctic island of ...
could not carry on with the construction of its share of the order because of a wartime lack of high quality steel and other materials. Only seven Class 49 locomotives were eventually placed in service. Of these, three were built by Hamar and
Thune Thunes Mekaniske Værksted A/S, Thune for short, was a Norwegian manufacturing company that among other things built locomotives. The production facilities were last located at Skøyen. History Thune traced its roots to a workshop founded by An ...
in 1935 and 1936, two by
Krupp The Krupp family (see pronunciation), a prominent 400-year-old German dynasty from Essen, is notable for its production of steel, artillery, ammunition and other armaments. The family business, known as Friedrich Krupp AG (Friedrich Krupp ...
in 1940 and two by Thune in 1941. These locomotives, nicknamed ''Dovregubben'' (Dovre Giants), were the only true compounds owned by the NSB. On test, one of them hauled 350 tons at up a gradient of 1 in 55, developing . Despite the relatively small diameter coupled wheels, a speed of was reached with the same load on level track. In normal service, their maximum speed was restricted to on account of the light track in use at the time and they were capable of hauling 280 tons at up long 1 in 55 gradients. When compared to other NSB steam locomotives, these engines had a short lifespan and all were written off in 1958, after the arrival of class Di3 diesel locomotives on the Dovre line.


Romania

When the
Romania Romania ( ; ro, România ) is a country located at the crossroads of Central Europe, Central, Eastern Europe, Eastern, and Southeast Europe, Southeastern Europe. It borders Bulgaria to the south, Ukraine to the north, Hungary to the west, S ...
ns looked for a powerful passenger locomotive to serve on the
Căile Ferate Române Căile Ferate Române (; abbreviated as the CFR) is the state railway carrier of Romania. As of 2014, the railway network of Romania consists of , of which (37.4%) are Railway electrification system, electrified. The total track length is , ...
(CFR) mainlines across the
Carpathian Mountains The Carpathian Mountains or Carpathians () are a range of mountains forming an arc across Central Europe. Roughly long, it is the third-longest European mountain range after the Urals at and the Scandinavian Mountains at . The range stretche ...
, they decided upon the Austrian Federal Railways (BBÖ) Class 214. They purchased the drawings from Austria and 79 locomotives of the same type were built under licence in their modern new Malaxa and Reşiţa Works in Romania. These 2-8-4 locomotives entered service as CFR class 142.000. In 1939, a batch was built with Caprotti instead of Lentz poppet valves, but since some of these were later observed with Lentz valve gear, the Italian gear had presumably been removed. These locomotives proved to be suitable for Romanian conditions, being of ample dimensions, moderate axle load, straightforward two-cylinder engines of bore with a stroke, and diameter coupled wheels. The total weight in working order was 123.5 tons, of which 72.1 tons was adhesive weight. Nearly all of them were still in service in the late 1960s. The Class 142 locomotives hauled the principal CFR express trains on mainlines and, like their Austrian cousins, were able to render good performance. At least three have been preserved for museums, locomotives no. 142.008, 142.044 and 142.072.


South Africa

In 1900, during the
Second Boer War The Second Boer War ( af, Tweede Vryheidsoorlog, , 11 October 189931 May 1902), also known as the Boer War, the Anglo–Boer War, or the South African War, was a conflict fought between the British Empire and the two Boer Republics (the So ...
, the Imperial Military Railways experienced a shortage of locomotives and six Berkshire tank locomotives, destined for the
Western Australian Government Railways Western Australian Government Railways (WAGR) was the operator of railway services in the state of Western Australia between October 1890 and June 2003. Owned by the state government, it was renamed a number of times to reflect extra responsi ...
, were diverted to
South Africa South Africa, officially the Republic of South Africa (RSA), is the southernmost country in Africa. It is bounded to the south by of coastline that stretch along the South Atlantic and Indian Oceans; to the north by the neighbouring coun ...
where they were known as the ''Western Australians''. In 1902, they came onto the roster of the Central South African Railways and were designated CSAR Class C. By 1912, when the renumbering onto the South African Railways (SAR) roster was implemented, these locomotives were considered obsolete and were not included in the SAR classification and renumbering list, but recommended for scrapping even though they were still less than twelve years old. In 1949 and 1950, the SAR placed 100 Class 24 Berkshires in branch line service, which included the whole of
South West Africa South West Africa ( af, Suidwes-Afrika; german: Südwestafrika; nl, Zuidwest-Afrika) was a territory under South African administration from 1915 to 1990, after which it became modern-day Namibia. It bordered Angola (Portuguese colony before 1 ...
(Namibia). They were acquired to replace the ageing fleet of Class 6 and Class 7 locomotives on light rail.South African Railways and Harbours Locomotive Diagram Book, 2’0" & 3’6" Gauge Steam Locomotives, 15 August 1941, as amended The locomotive was designed by Dr. M.M. Loubser, Chief Mechanical Engineer of the SAR from 1939 to 1949. It had a one-piece steel main frame that was cast integrally with the cylinders, including the cylinder hind covers, smokebox support frame, stays and various brackets, all of which would normally be separate items riveted or bolted onto the frame. Advantages of this arrangement were reduced maintenance and less time spent in shops. It was the first South African steam locomotive to be built using this technique. They were built with Watson Standard no. 1 boilers and they used Type MY ''Torpedo'' tenders that ran on three-axle Buckeye bogies. It was the only Berkshire type to see service on the SAR. Most of them went to South West Africa, where 55 of them would remain in operation until strengthening of the track and the introduction of diesel traction made them available to be employed elsewhere. They were withdrawn in the mid-1980s. Several have been preserved in running order for service on excursion trains, operated by private steam enthusiast groups in Cape Town and in Gauteng.


Soviet Union

From the mid-1930s until their replacement by diesel locomotives, the 2-8-4 (1’D2’-h2) wheel arrangement was relatively common in the former Soviet Union. When built, these locomotives were designated Class IS, for Josif Stalin. The Class IS locomotive was a passenger derivative of the Class FD 1’E1’-h2 ( 2-10-2) freight locomotive and had many parts in common with the Class FD. The Soviet 2-8-4 was the most numerous single Berkshire class built in the world. Kolomna Locomotive Works built the first four locomotives. In 1935, production was transferred to the enlarged and modernised former Luhansk Works which was renamed Voroshilovgrad Locomotive Works. A total of 649 locomotives of the two variants, Class IS20 and Class IS21 (later Class FDp), were built between 1932 and 1942. After Germany attacked the Soviet Union on 22 June 1941, the Russians evacuated all semi-completed class IS21 locomotives from Voroshilovgrad. The Ulan-Ude Locomotive Works completed the last eleven in 1941 and 1942. Despite their moderate size compared to American and Canadian-built 2-8-4s, the
Soviet The Soviet Union,. officially the Union of Soviet Socialist Republics. (USSR),. was a List of former transcontinental countries#Since 1700, transcontinental country that spanned much of Eurasia from 1922 to 1991. A flagship communist state, ...
2-8-4 was a good example of a Berkshire type designed for heavy express and passenger train service. It had a grate, boiler pressure, boiler heating surface of which was superheated, and only 20 to 21 tons maximum axle load. Their diameter coupled wheels and cylinders of bore and
stroke A stroke is a disease, medical condition in which poor cerebral circulation, blood flow to the brain causes cell death. There are two main types of stroke: brain ischemia, ischemic, due to lack of blood flow, and intracranial hemorrhage, hemorr ...
, with a total weight of 133 tonnes of which 80.7 tonnes were adhesive weight, enabled the locomotives to easily reach the maximum permitted speed of with 700 to 800 tons behind the tender. The usual maximum speed was about , with an occasional need of . They were used as express passenger locomotives on mainlines which had type Ia rails of . They were later reclassified as Class FDp (FD passenger). One locomotive, no. IS20-16, was streamlined and achieved a speed of during test runs in 1937. Another, no. IS20-241, was displayed at the Paris World Exhibition in 1937, where it demonstrated the Soviet Union's locomotive production. The first four were initially allocated to the October Railway and ran between
Moscow Moscow ( , US chiefly ; rus, links=no, Москва, r=Moskva, p=mɐskˈva, a=Москва.ogg) is the capital and largest city of Russia. The city stands on the Moskva River in Central Russia, with a population estimated at 13.0 million ...
and
Leningrad Saint Petersburg ( rus, links=no, Санкт-Петербург, a=Ru-Sankt Peterburg Leningrad Petrograd Piter.ogg, r=Sankt-Peterburg, p=ˈsankt pʲɪtʲɪrˈburk), formerly known as Petrograd (1914–1924) and later Leningrad (1924–1991), i ...
, hauling heavy night passenger trains. Later, when the line was upgraded with heavier rails, they were transferred to the Moscow- Kursk-
Kharkov Kharkiv ( uk, Ха́рків, ), also known as Kharkov (russian: Харькoв, ), is the second-largest city and municipality in Ukraine.
-Sinelnikovo line. When more class IS locomotives began to roll out from the Voroshilovgrad production lines, they were used on the upgraded Moscow- Smolensk-
Minsk Minsk ( be, Мінск ; russian: Минск) is the capital and the largest city of Belarus, located on the Svislach (Berezina), Svislach and the now subterranean Nyamiha, Niamiha rivers. As the capital, Minsk has a special administrative stat ...
, Moscow to Valuiki and Mitchurinsk to
Rostov-on-Don Rostov-on-Don ( rus, Ростов-на-Дону, r=Rostov-na-Donu, p=rɐˈstof nə dɐˈnu) is a port city and the administrative centre of Rostov Oblast and the Southern Federal District of Russia. It lies in the southeastern part of the Eas ...
mainlines. Only one such locomotive was preserved, no. IS21-578, plinthed outside the main railway station in
Kyiv Kyiv, also spelled Kiev, is the capital and most populous city of Ukraine. It is in north-central Ukraine along the Dnieper River. As of 1 January 2021, its population was 2,962,180, making Kyiv the seventh-most populous city in Europe. Ky ...
in
Ukraine Ukraine ( uk, Україна, Ukraïna, ) is a country in Eastern Europe. It is the second-largest European country after Russia, which it borders to the east and northeast. Ukraine covers approximately . Prior to the ongoing Russian inva ...
.


United States

Locomotives of a 2-8-4 wheel arrangement were used mainly for hauling fast express freight trains on heavy freight service. They often replaced older 2-8-2 Mikados where more power and speed was required. Six years after the
Atchison, Topeka and Santa Fe Railway The Atchison, Topeka and Santa Fe Railway , often referred to as the Santa Fe or AT&SF, was one of the larger railroads in the United States. The railroad was chartered in February 1859 to serve the cities of Atchison and Topeka, Kansas, and ...
experimented with the first
2-10-4 Under the Whyte notation for the classification of steam locomotives, a locomotive has two leading wheels on one axle, usually in a Bissel truck, ten coupled driving wheels on five axles, and four trailing wheels on two axles, usually in a b ...
, the first 2-8-4s were built for the Boston & Albany (B&A) by Lima Locomotive Works in 1925. The railroad's route over
the Berkshires The Berkshires () are a highland geologic region located in the western parts of Massachusetts and northwest Connecticut. The term "Berkshires" is normally used by locals in reference to the portion of the Vermont-based Green Mountains that ex ...
was a substantial test for the new locomotives, but the type proved its worth, outpacing the 2-8-2 Mikados already in use there. This mountain range lent its name to the locomotive type, though the
Chesapeake and Ohio Railway The Chesapeake and Ohio Railway was a Class I railroad formed in 1869 in Virginia from several smaller Virginia railroads begun in the 19th century. Led by industrialist Collis P. Huntington, it reached from Virginia's capital city of Richmond t ...
would settle on the name ''Kanawha'' for their 2-8-4s. Buoyed by the success of the demonstrations on the B&A, Lima and ALCO both sold a few hundred of the new locomotive type. The Berkshire type's big boost came in 1934, when the New York, Chicago and St. Louis Railroad (Nickel Plate Road or NKP) received its first 2-8-4s, built to a new design from the Advisory Mechanical Committee (AMC) of the Van Sweringen empire. Under the Van Sweringen umbrella were the Nickel Plate Road,
Erie Railroad The Erie Railroad was a railroad that operated in the northeastern United States, originally connecting New York City — more specifically Jersey City, New Jersey, where Erie's Pavonia Terminal, long demolished, used to stand — with Lake ...
,
Chesapeake and Ohio Railway The Chesapeake and Ohio Railway was a Class I railroad formed in 1869 in Virginia from several smaller Virginia railroads begun in the 19th century. Led by industrialist Collis P. Huntington, it reached from Virginia's capital city of Richmond t ...
and Pere Marquette Railway. The AMC's design, based on the Chesapeake and Ohio’s AMC 2-10-4s (which themselves had been based on the Erie Railroad’s own series of 2-8-4s) generated of
tractive effort As used in mechanical engineering, the term tractive force can either refer to the total traction a vehicle exerts on a surface, or the amount of the total traction that is parallel to the direction of motion. In railway engineering, the term t ...
and became the standard design basis for many subsequent Berkshires. The Erie Railroad would come to purchase the largest number of 2-8-4s (though not to the AMC’s design) in the United States, rostering 105.Farrell, Jack W. (1989) ''North American steam locomotives: The Berkshire and Texas types''. Edmonds, WA: Pacific Fast Mail. Many later Berkshires differed from their predecessors in their use of greater diameter driving wheels, which assisted greatly in attaining the higher speeds originally sought with the type’s development. Lima's last steam locomotive was also the last American 2-8-4, the NKP's No. 779 of 1949. Some 700 2-8-4s were built for American service, constituting 2% of the steam fleet prior to dieselization and delivering 5% of the nation's freight ton-miles.Swengel, F.M. (1967). ''The American Steam Locomotive, Vol. 1, the evolution of the steam locomotive''. Iowa: Midwest Rail Publication. p. 224. Coincidentally, ALCO’s last steam locomotives were also berkshires, built in 1948 for the
Pittsburgh and Lake Erie Railroad The Pittsburgh and Lake Erie Railroad (P&LE) , also known as the "Little Giant", was formed on May 11, 1875. Company headquarters were located in Pittsburgh, Pennsylvania. The line connected Pittsburgh in the east with Youngstown, Ohio in the ...
, and towards the end of their short service lives they were transferred to the parent company, the
New York Central Railroad The New York Central Railroad was a railroad primarily operating in the Great Lakes and Mid-Atlantic regions of the United States. The railroad primarily connected greater New York and Boston in the east with Chicago and St. Louis in the Mi ...
. As one of the first large scale users of the type (ultimately rostering 112 locomotives through its own purchases and the acquisition of nearly identical locomotives secondhand from the Wheeling & Lake Erie Railroad), the NKP became synonymous with the Berkshire locomotive type. One of this class, Nickel Plate Road no. 765, is preserved in operating condition and is operated occasionally from its New Haven, Indiana home. Nickel Plate Road no. 779 is preserved as a static display in Lincoln Park in
Lima, Ohio Lima ( ) is a city in and the county seat of Allen County, Ohio, United States. The municipality is located in northwest Ohio along Interstate 75 approximately north of Dayton, southwest of Toledo, and southeast of Fort Wayne, Indiana. ...
. Many larger American railroads rostered Berkshires. The table lists data on the American locomotives as they were built.


Berkshires in fiction

In the motion picture '' The Polar Express'', the "know-it-all" boy identifies the train's locomotive as a Baldwin 2-8-4 built in 1931, although the actual prototype for the film's locomotive was the Pere Marquette no. 1225, a Berkshire built by the Lima Locomotive Works in 1941. In the ''
Transformers ''Transformers'' is a media franchise produced by American toy company Hasbro and Japanese toy company Takara Tomy. It primarily follows the Autobots and the Decepticons, two alien robot factions at war that can transform into other forms, ...
'' television series, motion picture and toy line, the Decepticon triple changer Astrotrain is modeled on a
JNR Class D62 The is a type of 2-8-4 wheel arrangement steam locomotive built by the Japanese National Railways (JNR) in 1950 and 1951. They were designed by Hideo Shima and rebuilt at Hamamatsu Works between 1950 and 1951. 20 Class D62s were rebuilt from ...
2-8-4 locomotive which all of them did not survive the cutters torch and were ultimately scrapped in 1966 and none were saved for posperity. ''Locomon'' in the motion picture ''Digimon: Runaway Locomon'' is a 2-8-4 type locomotive.


References

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