The first full scale working steam locomotive was Richard Trevithick's Coalbrookdale locomotive. It was constructed for Coalbrookdale ironworks in Shropshire, England, though no record of it working there has survived.
On February 21, 1804, the first recorded steam hauled railway journey took place as Trevithick's locomotive hauled a train from the Pen-y-darren ironworks, near Merther Tydfil, to Abercynon in South Wales.
Accompanied by Andrew Vivian, a fellow engineer, it ran with mixed success. The design incorporated a number of important innovations that included using high-pressure steam which reduced the weight of the engine and increased its efficiency.
Stephenson's Rocket of 1829 was a huge improvement, as it was, strong, fast, reliable, and efficient. After it won the Rainhill trials, other early railways looked towards Robert Stephenson and Co. for steam locomotives.
The first locomotive to operate in the United States was the Stourbridge Lion, built in 1829 by Foster, Rastrick and Co. for the Delaware and Hudson Canal Company. It was taken to Honesdale, PA and tested on D&H's new track, performing well, but found to be too heavy for the track. The project was abandoned, and over the next few decades it was dismantled until only the boiler remained.
In 1831, the John Bull was built by Robert Stephenson and Co. for the Camden and Amboy Railroad, the first railroad in New Jersey. It was disassembled and shipped to the United States in crates. A C&A engineer named Isaac Dripps assembled it to the best of his ability, as it didn't include any drawings or instructions, and Dripps had never seen a locomotive before.
It ran for the first time in September 1831, and was used heavily from 1833 to 1866. When the C&A was bought by the Pennsylvania railroad in 1871, they restored the locomotive to its almost original state. It was acquired by the Smithsonian in 1884, occasionally being operated on excursions.
One occasion was is its 1894 journey to Chicago's World Columbian Exposition, carrying dignitaries, and representatives of the press. It departed Pennsylvania's Jersey City station at 10:16 AM, April 17th and arrived in Chicago on the 22nd. It averaged a speed of 30 MPH the entire journey.
It gave rides to the visitors of the Exposition, and journeyed its way back east successfully. It again left the museum in 1927 for the Baltimore and Ohio's Fair of the Iron Horse. This was its last time being fired until 1981, when it celebrated its 150th birthday being steamed up and ran on a branch line on the Patomac river in Washington D.C.
Inspections before the run found that little needed to be done to make it operable. After a test on compressed air, and dust flying out the chimney, it was deemed safe for operation. That makes it the oldest self propelled vehicle in the world, and the oldest locomotive to be transported in an airplane (its 1985 exhibit in Dallas, TX).
In 1869, the Union Pacific and Central Pacific completed Americas first transcontinental railroad with the driving of the last four spikes. A spike made of iron, silver, and gold represented Arizona, a silver spike from Nevada, a golden spike from San Francisco News Letter, and the famous final golden spike, from a San Francisco financer and contractor, engraved with the names of railroad officers and directors.
After Leland Stanford drove the last spike, the word "DONE" was sent over telegraph as what was the first nation-wide media event. CPs Jupiter, and UPs 119 moved forward until their pilots almost touched, Samuel S. Montague of the CP, and Grenville M. Dodge of the UP shook hands, and the famous picture was taken.
Steam locomotives are classified by wheel arrangement, known as Whyte notation. Whyte notation counts the number of wheels on a locomotive, for example, a 4-6-2. This means, from left to right, the front of the locomotive has four leading wheels, on two axles, six drivers on three axles, and 2 trailing wheels on one axle. Basically, take the number of axles and multiply by two.
Steam locomotives from the beginning were built on a fire-tube basis, with the cab built around the firebox, smokebox and chimney at the front. The engineer was in charge of the throttle, which regulated how much steam was sent into the cylinders to drive the locomotive.
The throttling device itself is located in a steam dome, a slight extension off the top of the boiler, where steam is regulated towards the cylinders. In the early 1900s, superheaters were just coming into use, passing through boiler tubes or over the firebox, and into the cylinders.
This increased the efficiency of locomotives, as well as the capabilities. Pictured is an english 4-6-2, with detailing of the exhaust blastpipe, valving of the cylinder, and Walschaerts valve gear. Safety valves can be seen behind a shroud just in front of the cab, which release steam at a set pressure, one a few pounds below the boilers capability, and another several pounds below that one, above an optimal operating pressure.
Enclosures were built around the rear of the boiler, where the Engineer (operator of the locomotive) and Fireman (in charge of firing the locomotive) tended their duties. As locomotives became capable of higher speeds, and weather naturally becomes inclement, the crew needed this cab for protection from the elements, and for comfort for long trips.
Locomotives in America usually have some sort of Pilot, or Cow Catcher on the front of the locomotive in the event of animals or debris on the track. A headlight is almost always on, and two ditch lights are used nowadays for visibility, or to flash back and forth as a visible warning.
In the 1940's and 50's, a Mars light was used on diesel and some steam locomotives. It was a beacon that oscillated in a figure 8 in addition to a headlight, that was used as a visible warning to motorists at night. The bell and whistle are used for safety as well as communication.
In the United States, the bell is used when a locomotive is starting, stopping, and at low speeds. The whistle signals movement, and a warning when crossing roads. Two short blasts indicate forward movement about to start. One is used when halting, and three for reverse.
When a locomotive with or without train approach a crossing, two longs, a short and a long signal the approach, the last signal ending on top of the crossing. These are common signals still used today. Trains have come a long ways in brakes as well. In the old days, a hand brake on the locomotive stopped the train, and later, each car had its own brake as well.
In 1869, George Westinghouse invented the air brake, and the automatic air brake in 1872. Each car of the train has a valve and a cylinder, and the cylinder is connected to each car, and the locomotive, which has a compressor and a valve. When the air is released in the locomotive, all brakes on the train set at the same time.
A water injector, or gun, is standard equipment on any locomotive. Old style link and pin couplings were dangerous for coupling and uncoupling trains, and it wasn't uncommon for brakemen to have lost fingers. The Janney coupler was designed in 1873, and can be controlled by a rod on each side of the train.
The first diesel locomotives started appearing in the 1920's and 30's, and their capabilities were seen early on, with the speed and power of Burlington's Pioneer Zephyr. It ran between Denver, CO and Chicago, IL in 13 hours 5 minutes, averaging 77 MPH.
Diesel locomotives were fast, efficient, and easier to maintain. But steam was well established, and it took until 1960 for the last class 1 railroad to dieselize. With the release of EMDs FTs around 1939, the end of steam came ever closer.
But steam still had a lot left, some of the most important feats took place just after diesel locomotives started appearing. In 1937, Union Pacific was using 4-8-2s for most passenger trains, but had an inherent lack of steaming capability, especially as the trainloads started to exceed their ratings.
One day, UP President William Jeffers was in his business car on the rear of a passenger train, when the locomotive started displaying its lack of power. While waiting for rescue, telegraph dialog of the whole situation was sent to American Locomotive Works, in Schenectady, NY, with hopes of something better. The resulting design was a fine class of 45 locomotives.
Alco's FEF series of 4-8-4s were designed to be as simple as possible, even with the amount of steam accessories available at the time, UP resisted. These locomotives had lateral motion devices, which allowed the axles to move side to side in their bearings for better cornering.
These proved to be very strong locomotives, which were capable of speeds over 100 MPH without any extra stress on the connecting rods. The last steam locomotive ever delivered to UP was FEF-3 #844 delivered in 1945, and the only locomotive to never be retired by a class 1 railroad. Only 4 examples survive.
In 1936, UP also needed new steam freight motive power, as putting two locomotives together at the head of a train (double heading), was inefficient. Alco built 105 articulated 4-6-6-4 Challenger class locomotives, 4 lead wheels, two pairs of 6 drivers, and 4 wheels under the firebox.
Union Pacific had already used older articulated locomotives built by Baldwin in the early 1900s, they were slow, but strong, and had massive cylinders, they were known as Mallets. Technical breakthroughs of the time allowed the new articulateds to reach speeds in excess of 60 MPH, insane compared to the old Mallets.
The achievements of the Challengers helped UP develop another articulated class delivered between 1941 and 1944, the 4000 class, otherwise known as the Big Boy. Also the largest steam locomotive in the world in terms of weight and length, the 4-8-8-4s were designed to comfortably run at 80 MPH, though never regularly used at those speeds.
They were rated to pull 4,450 short tons, and did so regularly until their retirement in 1962. The last revenue train hauled by a Big Boy was on July 21st, 1959, and Challengers as well as Big Boys were stored in operating condition until 1962. These locomotives were the highest performing locomotives ever built, and certainly changed the way UP operates.
With steam paving the way for how railroads are ran, it made way for diesel locomotives to improve efficiency, and maintenance costs
Steam locomotives are built with blastpipes that increase draft out the chimney while in operation. This induced draft has alot of force, and forces hot embers and soot from the fire out the stack.
In the central and western united states, it tends to be very dry, which doesn't mix well with the locomotives, especially if wood is your fuel, you don't want to be responsible for acres of wildfire destruction.
Wood has been a source of fuel since fire was discovered, and made it possible to build and operate a railroad without the need for coal. Without using wood as fuel, it would've been a lot tougher to build a railroad across the plains, mountains, and deserts of North America.
Spark arrestors on these locomotives varied in type, but most either used baffles to swirl and disintegrate hot embers and soot, or screens and settling areas. These stacks are actually quite complex, and by no means built for aesthetics.
They had to be regularly maintained, to remove settled ash, and clean the chimney, otherwise the acid and sulfur in the ash would mix with water condensation and corrode the chimney itself.
Once coal became easier and cheaper to obtain by railroads, the locomotives received straight stacks, and started using coal.
Though coal has a lesser chance of releasing embers, some different spark arrestors were in use to trap soot as well, which was very common on coal fired locomotives.
The beartrap spark arrestor, though not officially named such, was patented in 1922 by H.W. Ridgway, and and is a unique example of a different spark arrestor that deposits the soot on the ground.