Union Pacific Big Boy

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Union Pacific Big Boy
Union Pacific Big Boy
Big Boy #4012 at work on a cold November 29, 1941
Power type Steam
Builder American Locomotive Company
Build date 19411944
Configuration 4-8-8-4 (UIC: (2'D)D2' )
Gauge ft 8½ in (1435 mm)
Driver size 68 in (1.7 m) diameter
Length 132 ft 9¼ in (40.47 m)
Weight on drivers 540,000 lb (245 t)
Locomotive and tender combined weight 1,208,750 lb (540 t)
Tender capacity 28 short ton (25 t) of coal; 25,000 US gallon (90 m³) of water
Boiler pressure 300 lbf/in² (2 MPa)
Cylinders 4
Cylinder size 23¾ in (603 mm) dia × 32 in (813 mm) stroke
Top speed 80 mph (130 km/h)
Tractive effort 135,375 lbf (602.18 kN)
Career Union Pacific
Number in class 25
Last run July 21, 1959

Big Boy was the nickname universally applied to the Union Pacific Railroad's twenty-five 4000 class 4-8-8-4 steam locomotives built between 1941 and 1944 by Alco.

Contents

The Union Pacific Railroad had a motive power problem entering into the Second World War. Conventional engines were becoming too large for the common 2-8-2 size platform. Moreover, the larger engines required vast fireboxes and longer boilers for better combustion and heat transfer. American Locomotive Company deftly solved both issues by articulating a very long coal burning boiler on two 4-8-2 engine sets. Thus these very large engines were at work hauling long war supply trains over the continental divide of the Rocky Mountains in Wyoming.

Big Boys are often proclaimed as the largest steam locomotives ever built. Without a tender, the Big Boy's locomotive body was the longest engine; fully loaded with water and fuel the Big Boy was the heaviest of all of them. The Big Boys were the only locomotives to have the 4-8-8-4 wheel arrangement in the Whyte notation — in other words, combining two sets of eight driving wheels with both a four-wheel leading truck for stability at speed and a four-wheel trailing truck to support a large firebox. The locomotive's wheel arrangement makes it clear that it was designed for power at speed.

The Big Boy locomotives were created by the Union Pacific's need for a locomotive that could pull a 3600 short ton (3300 metric ton) freight train over the long 1.14% grade of the Wasatch Mountains in Wyoming. Helpers were needed for this grade at the time. Adding and removing helpers from a train, crewing them, etc. slowed down the movement of trains. For such a locomotive to be worthwhile, it had to be more than just a slow mountain lugger; to avoid locomotive changes, the new class would have to be able to pull that long train at speed — 60 mph (100 km/h) — once past the mountain grades.

In fact, the Big Boys were designed to be stable at 80 mph (130 km/h), so they were built with a heavy margin of safety. Few previous articulated locomotives were capable of such speed; UP's earlier Challenger 4-6-6-4s were, however, and in many respects the Big Boy could be regarded as a longer, heavier and more powerful Challenger.

Big Boy #4023 on permanent display in Omaha, Nebraska
Big Boy #4023 on permanent display in Omaha, Nebraska

Twenty-five of them were built, split into two groups of 20 and 5 locomotives. All were coal burning, with large grates to burn the Union Pacific's low quality Wyoming coal. One locomotive, #4005, was converted to oil burning, but unlike the experiences on the smaller Challengers, oil burning was not successful. The locomotive soon reverted to the standard (coal burning) configuration. The often cited reason for the unsuccessful oil-fired test was the use of a single burner which, with the Big Boy's larger firebox, created a very unsatisfactory and uneven heating. It remains unexplained why multiple burners were not used.

The Big Boys did sterling service in the Second World War, especially since they proved so easy to fire that even a novice could do a fair job. Since many men who were unsuited to combat service were instead drafted into the railroads to replace crewmen who had joined up, this proved highly advantageous. During the war, after German agents filed reports that the Americans had giant steam engines that were moving huge trains full of vital war material over steep mountain grades at high speed, their reports were dismissed as "impossible".[citation needed]

Like all steam locomotives, postwar increases in the price of both coal and labor meant that the writing was on the wall for the Big Boys, but even so they were among the last steam locomotives taken out of service. The last service train hauled by a Big Boy was in July 1959, the last run ending early in the morning of July 21st; most were stored operational until 1961, and four remained in operational condition at Green River, Wyoming until 1962.

The Big Boy is one of the best represented and preserved steam locomotives in the United States; its fame, and its more western area of operations, saw to that. Towns and museums in western states tended to have the room needed to store such massive items. Eight of the 25 still exist:

The backhead (controls) of 4017 at the National Railroad Museum in Green Bay, WI
The backhead (controls) of 4017 at the National Railroad Museum in Green Bay, WI
4014 on display in Pomona, CA.
4014 on display in Pomona, CA.

All except numbers 4005 and 4017 are currently stored in the open air without any protection from the weather. However, the hot, dry air of Southern California has helped #4014 to remain the best preserved of all the survivors, assisted by care and attention from the local chapter of the Railway and Locomotive Historical Society. The Steamtown example is also said to be in good condition. The Forney Museum of Transportation in Denver moved 4005 to inside a newly renovated museum building in January of 2001. It now resides next to other notable railroad equipment and 100 antique automobiles. Thanks to considerable fundraising and volunteer efforts, number 4017 now resides with a few other notable pieces of railroad equipment in a newly constructed, climate-controlled shed at the museum in Green Bay.

There are currently no serviceable Big Boys and no plans to restore one to operating condition.


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