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+The Project Gutenberg EBook of Introduction of the Locomotive Safety Truck, by
+John H. White
+
+This eBook is for the use of anyone anywhere at no cost and with
+almost no restrictions whatsoever. You may copy it, give it away or
+re-use it under the terms of the Project Gutenberg License included
+with this eBook or online at www.gutenberg.org
+
+
+Title: Introduction of the Locomotive Safety Truck
+ Contributions from the Museum of History and Technology: Paper 24
+
+Author: John H. White
+
+Release Date: May 12, 2008 [EBook #25454]
+
+Language: English
+
+Character set encoding: ASCII
+
+*** START OF THIS PROJECT GUTENBERG EBOOK INTRO. OF LOCOMOTIVE SAFETY TRUCK ***
+
+
+
+
+Produced by Colin Bell, Joseph Cooper, David Wilson and
+the Online Distributed Proofreading Team at
+https://www.pgdp.net
+
+
+
+
+
+
+
+
+
+INTRODUCTION OF
+THE LOCOMOTIVE
+SAFETY TRUCK
+
+_by John H. White_
+
+
+Paper 24 pages 117-131, from
+CONTRIBUTIONS FROM THE MUSEUM
+OF HISTORY AND TECHNOLOGY
+
+UNITED STATES NATIONAL MUSEUM
+Bulletin 228
+
+Smithsonian Institution
+Washington, D.C., 1961
+
+
+
+
+Contributions from
+The Museum of History and Technology:
+Paper 24
+
+Introduction of
+The Locomotive Safety Truck
+
+_John H. White_
+
+
+
+
+ INTRODUCTION OF
+ THE LOCOMOTIVE SAFETY TRUCK
+
+ _John H. White_
+
+
+ _Pioneer railroading was dangerous. With increased speed and density
+ of traffic came an increase in catastrophic wrecks that forced
+ operators to take heed for the safety of their passengers and
+ freight. This safety was painfully achieved through the slow process
+ of improving equipment part by part._
+
+ _Antedating such spectacular post-Civil War advances as the steel
+ rail, automatic coupler, and airbrake, was the invention of the
+ safety truck for locomotives. Intended to lead the bobbing, weaving
+ locomotive around curves on the rough track of the early roads, it
+ did much to reduce the all too numerous derailments that were a
+ major cause of accidents._
+
+ The Author: _John H. White, is associate curator, in charge of land
+ transportation, in the Smithsonian Institution's Museum of History
+ and Technology, United States National Museum._
+
+
+
+
+American railroads of the early 19th century were cheaply and hastily
+built. They were characterized by inferior roadbeds, steep grades, sharp
+curves, and rough track. In spring, poor drainage and lack of ballast
+might cause the track to sink into the soggy roadbed and produced an
+unstable path. In winter this same roadbed could freeze into a hard and
+unyielding pavement on which the rolling stock was pounded to pieces.
+
+In those pioneering times the demand for new roads left little capital
+to improve or expand existing lines; therefore equipment was needed that
+could accommodate itself to the existing operating conditions.
+
+The first locomotives used in this country had been imported from
+England. Designed for well-ballasted track with large-radius curves and
+gentle gradients, they all too frequently left the rails, and the
+unsuitability of the essentially rigid British design soon became
+apparent.
+
+The challenge posed by the American roadbed was met by American
+mechanics. By the mid-1830's a distinctive American locomotive had
+evolved that might best be described by the word "flexible." The basic
+features of its running gear were a bar frame and equalizing levers to
+provide vertical relief and a leading truck to provide lateral relief.
+Of these devices the truck was probably the most important, and more
+readily than any one component distinguished the American running gear
+from that used by the British before 1860.
+
+[Illustration: FIGURE 1.--Design drawing showing the 4-wheel leading
+truck, developed in 1831 by John B. Jervis, applied to the _Brother
+Jonathan_. This locomotive, one of the earliest to use a leading truck,
+was built in June 1832 by the West Point Foundry Association for the
+Mohawk and Hudson Rail Road. The truck is attached to the locomotive
+frame by a center pin, but the forward weight of the locomotive is
+carried by a roller which bears on the frame of the truck.
+(_Smithsonian photo 36716-a_)]
+
+It was John B. Jervis who is generally credited with first applying the
+truck to the locomotive. His design, shown in figure 1, was developed in
+1831-32. Its merits quickly became apparent, and by 1835 it had been
+universally recognized in this country. The truck successfully led the
+locomotive around sharp curves, the resultant 3-point suspension enabled
+the machine to traverse even the roughest of tracks, and, altogether,
+the design did far less damage to the lightly built U.S. lines than did
+the rigid, imported engines.[1]
+
+The truck frame, fabricated from iron straps and castings, was attached
+to the locomotive by a pin around which it might rotate. At first the
+weight was received by rollers or chafing pads mounted on the side beams
+of the truck. However, the friction of these bearing surfaces and their
+location at a considerable distance from the center pin combined to
+restrict the free movement of the truck. By the early 1850's the point
+of bearing was transferred to the center plate, producing a truck that
+turned more freely.[2]
+
+[Illustration: FIGURE 2.--The 4-wheel Bissell truck as shown in the
+drawing for British patent 1273, issued May 5, 1857.]
+
+[Illustration:
+
+ A--Truck frame
+ B--Equalizing lever
+ C--Locomotive frame
+ D--Double incline plane
+ (_Centering device_)
+ E--Truck bolster
+ F--Swivel pin
+ (_Pivot point_)
+ _Drawn by J. H. White. June, 1960_
+
+FIGURE 3.--Typical 4-wheel Bissell Safety truck of 1860. This drawing is
+based on plate 69 of Alexander L. Holley's, _American and European
+Railway Practice in the Economical Generation of Steam_, New York, 1861.
+(_Smithsonian photo 46946_)]
+
+For single axle engines this simple form of truck was entirely
+satisfactory, but it proved less satisfactory for 4- and 6-coupled
+machines. Also, as train speeds increased, so did the number of
+derailments. Many of these could be traced to the inability of the
+engine to negotiate curves at speed. Levi Bissell, a New York inventor
+who investigated this problem in the 1850's, correctly analyzed the
+difficulty. He observed that when the engine was proceeding on straight
+tracks the leading truck tended to oscillate and chatter about the
+center pin, and he noted that it was this action that imparted a fearful
+pitching motion to the locomotive at speed. The derailments were traced
+to the action of the truck as the engine entered a curve.
+
+This action can be more easily understood from reference to Bissell's
+patent drawing in figure 2. For example, let us say that an 8-wheel
+engine, fitted with a center-swing truck, enters a right-hand curve. The
+left truck wheels bear hard against the left rail. The drivers jam
+obliquely across the track, with the right front and left rear wheels
+grinding into the rails. As a result, the locomotive tends to leave the
+track in the direction of the arrow shown on the figure (bottom
+drawing). It will be noted that the truck center pintle is in fact the
+fulcrum for this leverage. Under such strain the truck wheels are
+particularly likely to leave the rails when they encounter an
+obstruction. Once derailed, the truck would then spin around on the
+deadly center pin, throwing the locomotive over.
+
+In effect, then, the center pin of the conventional truck extended the
+rigid wheelbase of the engine, and caused the truck to act much as
+would a single set of leading wheels fitted rigidly to the engine frame
+far ahead of the front driving wheels. Bissell proposed to correct the
+faults of the conventional truck by fitting the locomotives with his
+invention, the first practical safety truck to be patented. Since the
+primary requirements were to keep the leading wheel axles at right
+angles to the rails whether on a straight or curved track, and to allow
+the driving axles to remain parallel, or nearly so, to the radial line
+of the curve, he moved the center pin to a point behind the truck and
+just in front of the forward driving axle. This shortened the wheelbase
+of the engine and removed the danger of the pintle serving as a fulcrum
+between the truck and the driving wheels, thus allowing them to assume a
+comfortable position on a curve.
+
+[Illustration: FIGURE 4.--A 4-wheel safety truck fitted with A. F.
+Smith's swing-bolster centering device. Built by the Hinkley Locomotive
+Works. From Gustavus Weissenborn, _American Locomotive Engineering and
+Railway Mechanism_, New York, 1871, pl. 88.]
+
+Since the truck could assume the correct angle when entering curves, it
+was claimed in the patent specification that, unless all four wheels
+were simultaneously lifted off the track, the truck could pass over
+"quite a considerable obstruction."[3] Bissell further claimed:
+
+ In running on either a straight or curved track one of the truck
+ wheels often breaks off, and the truck swivels around on its center
+ pin in consequence, and throws the engine off the track, but with my
+ device one wheel, or even the two wheels on the opposite sides
+ diagonally of the truck might break off and still the truck would
+ not run off, because its position is set and it has no axis of
+ motion around which it could swing....
+
+The other problem Bissell wished to correct was the oscillation and
+chatter of the leading truck. This was accomplished by a simple
+centering device in the form of a pair of V-shaped double incline planes
+(D on fig. 3) situated at the center of the truck frame (A). The lower
+planes of the pair were fastened to the truck frame and the upper, cast
+in the form of a bridge, were attached to the locomotive frame (C) by a
+center plate. But while the portion of the locomotive's weight assigned
+to the leading wheels was borne at the center of the truck, as in the
+conventional design, the center plate was no longer the point of
+rotation. On a straight track the V's would be at their bottom position
+and thus prevent the truck from vibrating.[4] When the locomotive
+entered a curve the planes allowed its forward weight to bear
+continuously on all four wheels, and at the same time controlled any
+exaggerated swing caused by centrifugal force.
+
+The centering device is thus explained in the patent specification
+(figure numbers are omitted):
+
+ I therefore obviate this difficulty [the oscillation of the truck]
+ by providing two inclined planes ... formed double as shown and of
+ an angle proportioned to the weight of the forward part of the
+ locomotive and the velocity of the same.... The position of the
+ inclines is such that the blocks [V's] rest in the lowest part of
+ the double inclines when the engine is on a straight track, and on
+ coming onto a curve the inertia of the engine ... is expended in
+ going up the inclines, as the truck moves laterally toward the inner
+ part of the curve; and on coming onto a straight line the blocks,
+ descend to the bottom of the inclines and the engine is prevented
+ from acquiring a sidewise or oscillating motion.
+
+[Illustration: FIGURE 5.--Detail drawing of the radius-bar truck,
+patented by William S. Hudson in 1864, as applied to the New Jersey
+Railroad and Transportation Company No. 44. From Gustavus Weissenborn,
+_American Locomotive Engineering and Railway Mechanism_, New York, 1871,
+pl. 8.]
+
+Bissell applied for a U.S. patent on April 23, 1857. His petition was
+initially denied. A weary debate of several months duration followed
+between the patent examiner and Bissell's attorneys.
+
+During this time Bissell was busy promoting the application of his truck
+even though he had no patent for protection. In May of 1857 he showed a
+working model of his improvement to Gilbert M. Milligan, secretary of
+the Central Railroad Company of New Jersey.[5] Samuel L. Moore, master
+mechanic of that railroad, also inspected the model. Both were so
+impressed that it was decided to fit the device to the locomotive
+_Lebanon_, which at the time was undergoing repairs at the road's
+Elizabeth Port, New Jersey, shops.[6] Although the engine was less than
+18 months old, her tires were badly worn and she oscillated at high
+speed.
+
+Early in June of that year a series of tests were held with the
+_Lebanon_. Moore said of these trials:[7]
+
+ After the said invention of Bissell had been applied the engine was
+ run out onto a curve which she turned apparently with nearly as much
+ facility as she would travel on a straight line, and the forward
+ part of the engine rose on the inclines as the truck entered the
+ curve and remained fixed while running around said curve and then
+ resumed its former position on entering a straight track, and the
+ trial was pronounced by all who saw it as most satisfactory, even by
+ those who before pronounced that it would be a failure.
+
+ At a subsequent trial under a full pressure of steam and a velocity
+ of about thirty miles per hour the entering and leaving the curve
+ was equally satisfactory, the same being accurately observed by a
+ man located on the cow catcher.
+
+ ... The engine was run at its greatest possible velocity at least
+ forty miles per hour on a straight track and the previous "shaking
+ of the head" [oscillation] was found to be entirely overcome, and
+ the engine run as steadily as a car would have done....
+
+ At one of the trials a bar of iron 3/4 x 4 inches was spiked down
+ across one of the _rails diagonally of the track_, ... and the
+ employees of the company took the precaution to fill in around the
+ track to facilitate getting the engine back again, supposing she
+ must jump off; however on passing over slowly she still kept the
+ track and the speed was increased until she passed over said bar ...
+ while under a considerable speed.
+
+Messrs. Moore and Milligan heartily endorsed the truck as a complete
+success. Milligan predicted that[8] "the time is not far distant when
+locomotives will be considered incomplete and comparatively unsafe
+without this improvement particularly on roads which have many curves."
+
+[Illustration: FIGURE 6.--The New Jersey Railroad and Transportation
+Company _No. 12_, built in 1868, was equipped with the radius bar truck,
+a modification by William S. Hudson of the original Bissell truck. The
+_General Darcy_ and several other engines built at the Jersey City shops
+of the road, under the direction of John Headden, were fitted with the
+Hudson truck. Note that the radius bar is connected to the truck frame
+just behind the rear leading wheels. (_Smithsonian photo 46806-l_)]
+
+U.S. Patent Commissioner Charles Mason was so impressed by the evidence
+of the New Jersey trials, reinforced by the arguments of Bissell's
+attorneys, that he agreed to grant a United States patent.[9] It was
+issued as no. 17913 on August 4, 1857, and reissued October 18, 1864 as
+no. 1794. British patent 1273 had been issued earlier (May 5, 1857), and
+patents were also secured in France, Belgium, Austria, and Russia.
+
+The Rogers Locomotive Works in 1858 was one of the earliest builders to
+apply the improved truck. By 1860 they had fitted many of their engines
+with it and were endorsing the device to prospective customers.
+
+In the same year the _American Railway Review_ noted that the truck was
+in extensive use, stating:[10]
+
+ ... the advantages of the arrangement are so obvious and its results
+ so well established by practice in this country and Europe that a
+ treatise on its principles will hardly be needed.
+
+ It is no longer an experiment; and the earlier it is applied to all
+ engines, the better the running and repair accounts will look.
+
+The success of Bissell's invention prompted others to perfect safety
+trucks for locomotives. Alba F. Smith came forward in 1862 with the
+simple substitution of swing links (fig. 4) for the incline planes.[11]
+A swing-bolster truck had been developed 20 years earlier for use on
+railroad cars,[12] and while Smith recognized this in his patent, he
+based his claim on the specific application of the idea to locomotive
+trucks. That the swing links succeeded the incline planes as a centering
+device was mainly because they were cheaper and simpler to construct,
+and not, as has been claimed, that the V's wore out quickly.[13]
+
+[Illustration: FIGURE 7.--Bissell's 2-wheel truck of 1858 as shown by the
+drawing for British patent 2751, issued December 1, 1858.]
+
+Smith's swing-bolster truck, with the heart pendant link, a later
+refinement, became the dominating form of centering devices and was used
+well into this century. It was to be superseded in more recent years by
+the constant resistance and gear roller centering devices which, like
+Bissell's invention, depended on the double incline plane principle.
+
+The British-born engineer William S. Hudson, superintendent of the
+Rogers Works and an early proponent of the Bissell truck, in 1864
+obtained a patent[14] for improving Bissell's safety truck. Hudson
+contended that since the Bissell arrangement had a fixed pivot point it
+could traverse only one given radius accurately. He proposed to replace
+the fixed pivot with a radius bar (see fig. 5) one end of which was
+attached to the locomotive under the smoke-box and the other to rear of
+the truck frame, at the same point of attachment as in the Bissell plan.
+Thus, according to Hudson, the pivot point could move laterally so that
+the truck might more easily accommodate itself to a curve of any radius.
+He further claimed that a better distribution of weight was effected and
+that the use of the radius bar relieved the center bearing casting of
+much of the strain of propelling the truck.
+
+[Illustration: FIGURE 8.--A 2-wheel Bissell truck installed on the
+Pennsylvania Railroad's _No. 91_. This engine originally an 0-8-0 Winans
+Camel built in February 1854, was rebuilt by John P. Laird in 1867, at
+which time the Bissell truck was added. Note that Hudson equalizing
+lever was not used. (_Smithsonian photo 46806-k_)]
+
+The British journal _Engineering_, in an article otherwise friendly to
+the inventor, expressed some skepticism as to the real merit of Hudson's
+invention.[15]
+
+ If Mr. Hudson's truck, ... be examined, it will be seen that the
+ radius link serves no other purpose than that of carrying the truck
+ along with the engine, and this could obviously be equally done by
+ the pivot or central pin of the truck itself.
+
+It is probable that few builders other than Rogers made use of the
+Hudson radial link.[16] One of these was John Headden, whose _General
+Darcy_, shown in figure 6, was fitted with the Hudson truck.
+
+Thus, by 1860 there had been perfected and adopted a successful 4-wheel
+safety truck for 4-4-0's and 4-6-0's used in general mixed and passenger
+service. But as the decade advanced, the need grew for heavy freight
+engines that could be safely run at speed. Without a pilot truck, the
+leading driving axle of the freight engine was generally overloaded.
+While the application of a 4-wheel truck reduced this front-end overload
+and permitted faster running it materially reduced the traction of the
+drivers by bearing too great a portion of the total weight. This loss of
+traction was of course highly undesirable and generally disqualified the
+use of 4-wheel trucks for freight engines. What was needed was a truck
+which would guide the 0-6-0's and 0-8-0's around curves and yet leave
+the greater portion of the weight on the drivers. The 2-wheel, or pony,
+truck met these requirements.[17]
+
+[Illustration: FIGURE 9.--Running gear and truck designed by John L.
+Whetstone, as shown in the drawing for U.S. patent 27850, issued April
+10, 1860.]
+
+Levi Bissell produced the basic patent for such a truck in 1857. Zerah
+Colburn in September of that year had suggested to Bissell that he
+develop a 2-wheel truck. Such a device, he believed, would be well
+received in Britain.[18] He was quite correct, as will shortly be seen.
+
+In nearly every respect Bissell's 2-wheel truck (see fig. 7) followed
+the idea of the original patent for the 4-wheel truck, which he claimed
+as the basis for the present invention. The pintle was located behind
+the truck axle, near the front driving-wheel axle, and the weight was
+carried by incline planes that also served as the centering device.
+
+A study of the patent drawing in figure 7 reveals several interesting
+points. Note that the V's, and thus the point of bearing, are slightly
+in front of the center line of the truck axle. It was suggested in the
+patent specification that the V's might be placed to the front, rear, or
+directly over the axle, but in most actual applications they were placed
+directly over the axle. Note also that the locomotive shown on the
+figure is obviously a standard high-wheel American type which has
+suffered the rather awkward substitution of a pony truck for its regular
+4-wheel arrangement. It is probable that few if any American types were
+so rebuilt.
+
+Bissell was granted U.S. patent 21936 on November 2, 1858. British
+patent 2751 was issued for the same device on December 1, 1858. A few
+months later, in the summer of 1859, service tests of Bissell's new truck
+began in England.
+
+First known use of the truck was on the British Eastern Counties Railway
+_No. 248_, a rigid-frame 2-4-0 built by Kitson in 1855. The leading
+wheels of the engine, as originally constructed, were attached to the
+frame in the same manner as the drivers and thus had no lateral
+freedom. For the test the front pedestals, which held the journal boxes
+of the leading wheels, were cut off and a Bissell pony truck was
+substituted. About a year later Alexander L. Holley reported on the
+success of the test.[19] The 248 had operated 17,500 miles, at speeds up
+to 50 m.p.h., safely and satisfactorily. The engine not only rode more
+steadily but showed a remarkable reduction in flange wear. The road was
+so pleased that by 1866 they had equipped 21 locomotives with Bissell
+trucks.[20] Several other British lines followed the example of the
+Eastern Counties Railway.
+
+[Illustration: FIGURE 10.--The Hudson-Bissell truck permitted the
+introduction of Mogul and Consolidation type freight locomotives. This
+drawing shows a typical installation for a Consolidation of the 1880's.
+Item A is the equalizing lever which connects the truck to the springs
+of the front driving wheels. From figures 891-3 in J. G. A. Meyer,
+_Modern Locomotive Construction_, New York, John Wiley, 1904, p. 543.]
+
+At first Bissell's 2-wheel truck received wider application in Europe
+than in this country, because most American roads, despite the interest
+in developing heavier freight locomotives, continued to depend upon the
+4-4-0 as a dual-purpose machine. It was not until after 1870, when Mogul
+and Consolidation types appeared in greater numbers, that the 2-wheel
+truck became common in the United States.
+
+The first use, known to the writer, of the Bissell pony in this country
+occurred in November or December of 1859 on the Memphis and Charleston
+Railroad. D. H. Feger, master mechanic of the railroad reported, eight
+months later, that since the locomotive had been fitted with the Bissell
+truck "she has never left the rail and previous to her having this truck
+she was off the rail almost daily."[21] In the same report Feger stated
+that he planned to re-equip another locomotive in the same manner.
+
+[Illustration:
+
+ ANTHRACITE COAL BURNING FREIGHT LOCOMOTIVE
+ ROGERS LOCOMOTIVE & MACHINE WORKS
+
+FIGURE 11.--The New Jersey Railroad and Transportation Company _No. 36_,
+built by the Rogers Locomotive and Machine Works in 1863, was one of the
+first locomotives to be equipped by this firm with a 2-wheel Bissell
+truck. (_Smithsonian photo 46806-m_)]
+
+The Baldwin Locomotive Works in December 1860 built a group of rather
+awkward looking 2-6-0's for the Louisville and Nashville Railroad.
+Equipped with Bissell trucks, these were undoubtedly among the very
+first new locomotives to be so built. The first consolidation type was
+built by Baldwin in 1866; it was equipped with a 2-wheel Bissell safety
+truck.
+
+The Rogers Locomotive and Machine Works and the New Jersey Locomotive
+and Machine Works, both of Paterson, New Jersey, in the early 1860's
+began building Moguls; these are known to have had Bissell trucks. Other
+builders followed their example, so that by the 1870's 2-wheel trucks
+had become relatively common.
+
+It should be noted that the 2-wheel truck was not an absolute success
+until it was equalized with the front driving axle. This arrangement was
+perfected in 1864 by William S. Hudson, but before describing his
+invention it will be helpful to discuss several earlier attempts to
+equalize pony trucks with the drivers.
+
+In 1857 John P. Laird, then master mechanic of the Marietta and
+Cincinnati Railroad, rebuilt an old Niles 8-wheeler into a curious 2-6-0
+on which only the two rear driving wheels were coupled. The front driver
+was driven by a chain and sprocket, and the pilot wheels were equalized
+with the front driving axle. The success or failure of the arrangement
+has not been definitely determined, but whatever the outcome, Laird
+continued his experiments when he became superintendent of motive power
+for the Pennsylvania Railroad in 1862. He abandoned the chain drive for
+a more conventional arrangement of side rods, but the truck and his plan
+of equalization were much the same as that tried earlier. Laird used two
+equalizing levers, attached at one end to the front spring hangers and
+at the other to the truck, but in a way to allow the truck to swing
+horizontally. The fulcrum for each lever was mounted on the underside of
+the front frame rail. A number of old 8-wheel Baldwin flexible-beam
+engines and several Winans' Camels were rebuilt in this way. One of
+these is shown in figure 8. Laird, however, eventually became
+dissatisfied with his arrangement and re-equipped the engines with
+Bissell trucks.
+
+[Illustration:
+
+ LOCOMOTIVE ENGINE SAFETY TRUCK CO.
+ OF NEW YORK.
+
+ Proprietors of the following Letters Patent granted to Levi Bissell,
+ Aug. 4, 1857, Nov. 2, 1858 (extended Nov. 2, 1872); A. W. Smith,
+ Feb. 11, 1862; D. R. Pratt. Oct. 16, 1860; W. S. Hudson, April 5,
+ 18[digits missing] and May 10, 1864.
+
+ DRAWINGS FURNISHED AND LICENSES GRANTED ON APPLICATION.
+
+ A. F. SMITH, President. M. F. MOORE, Sec'y and Agent
+ ALBERT BRIDGES. Treas. No 46 Cortlandt st. N. Y.
+
+FIGURE 12.--Notice of the Locomotive Safety Truck Company listing the
+patents held by it. From _Railroad Gazette_, March 3, 1876.]
+
+John L. Whetstone on April 10, 1860, obtained U.S. patent 27850, which
+strikingly anticipated the plan Hudson was to develop four years
+later.[22] Whetstone did not use a Bissell truck and was in fact more
+concerned in relieving the excess weight, often a 50% overload, from the
+front axle of 0-6-0 locomotives and in distributing a portion of that
+weight to a pony truck. His arrangement may be readily understood from
+the patent drawing in figure 9. Probably the best features of the design
+was the transverse H-beam that connected the spring hangers to the truck
+frame, which in this case also served as the equalizing lever (note that
+the ball "C" acts as the fulcrum).
+
+Hudson made use of this same device but in a more practical manner. He
+found that while the Bissell pony truck could satisfactorily adjust
+itself laterally and could lead the locomotive around curves, it could
+not handle the varying loads imposed upon it by the rough trackage
+typical of American railroads. At one moment an undue amount of weight
+would fall upon the truck because the drivers were over a depression in
+the roadbed. This condition overloaded the truck's springs and also
+resulted in a momentary loss of adhesion, causing the drivers to slip.
+Conversely, when the truck hit a depression too much weight was thrust
+upon the driving wheels, and broken springs or other damage might
+result.
+
+Hudson's ingenious remedy to this problem was simple and straightforward
+(see fig. 10). A heavy equalizing lever that connected the truck to the
+springs of the front driving wheels was placed on the longitudinal
+centerline of the locomotive, with the fulcrum under the cylinder
+saddle. Thus the truck and front driver reacted together to all the
+inequalities and shocks offered by the roadbed.
+
+In October of 1863, under Hudson's direction, two 2-6-0's equipped with
+Bissell trucks were built at the Rogers Works for the New Jersey
+Railroad and Transportation Company. Probably some fault was found with
+the suspension of these machines, numbered 35 and 36, for the next
+2-6-0, numbered 39, built for the New Jersey road was equipped with
+Hudson's equalizer. This engine, completed in January 1865, is believed
+to be the first Mogul so equipped.[23]
+
+The Locomotive Engine Safety Truck Company (see fig. 11) was formed in
+the 1870's, with A. F. Smith as president, to exploit the patents of
+Bissell, Smith, and Hudson. For several years notices appeared in the
+columns of the _Railroad Gazette_ reporting suits by the Company against
+various railroads and locomotive builders for unauthorized use of their
+patents. The _Gazette_ of May 29, 1875, carries a protest of the Company
+against the Manchester Locomotive Works for unlicensed use of Smith's
+patent of 1862. In the issue of August 28, 1875, is reported the
+Company's success in establishing the validity of Smith's patent:
+
+ Some important settlements for the use of the patent have lately
+ been made with the company, one of them being with the Western
+ Railroad Association, whose headquarters are at Chicago, which
+ includes the principal western roads. Through this the company
+ receives its royalty on several hundred locomotives.
+
+
+IN SUMMARY
+
+It can be stated that Hudson's modification of the Bissell truck is of
+unquestioned importance, for without the introduction of the equalizer
+it is doubtful if the 2-wheel pony truck would have been a complete
+success on American railroads. Bissell's 4-wheel truck was extensively
+employed, but it did not enjoy the universal popularity of the 2-wheel
+truck, and in the 1880's was eclipsed by other forms of 4-wheel safety
+trucks. The Hudson-Bissell pony truck, however, survived in its basic
+form to recent times, when, in the late 1940's and early 1950's, the
+last steam locomotives were constructed in this country.
+
+
+ 1. Three-point suspension in a 4-2-0 was easily gained--the center
+ plate of the truck and the two bearings of the driving wheel axle.
+ On a 4-4-0 the center plate served as one point, while the fulcrum
+ of each equalizing lever served as the other two points, thus
+ providing the desirable and highly stable 3-point suspension.
+
+ 2. _American Railroad Journal_, 1853, vol. 9, p. 427.
+
+ 3. Connecting both truck axles with an equalizing lever so that they
+ acted in sympathy with each other also did much to prevent
+ derailments on rough trackage.
+
+ 4. Bissell states in the patent specification that inclined planes
+ had been previously applied to railroad car trucks. His claim
+ rested on the application of this device to locomotive trucks.
+
+ 5. From a sworn statement of G. M. Milligan dated July 2, 1857. This
+ along with letters, petitions, receipts, and other such material
+ quoted in this discussion are from the Patent Office papers housed
+ in the National Archives, Washington, D.C. (hereafter referred to
+ as Patent Office papers).
+
+ 6. The _Lebanon_ was a 4-4-0, used in freight service, that had been
+ built by the New Jersey Locomotive and Machine Company in December
+ 1855.
+
+ 7. Letter dated July 2, 1857, from S. L. Moore (Patent Office papers).
+
+ 8. Statement cited in footnote 5.
+
+ 9. Letter dated July 11, 1857, Charles Mason to Levi Bissell (Patent
+ Office papers).
+
+ 10. _American Railway Review_, February 9, 1860, vol. 2, p. 71.
+
+ 11. U.S. patent 34377, February 11, 1862.
+
+ 12. Davenport & Bridges, car builders of Cambridge, Massachusetts, in
+ 1841, obtained a U.S. patent for a swing-beam truck.
+
+ 13. Gustavus Weissenborn in his authoritative _American Locomotive
+ Engineering and Railway Mechanism_ (New York, 1871, p. 131),
+ stated that when in use the V's soon acquired a polished surface
+ which seemed to defy wear.
+
+ 14. U.S. patent 42662, May 10, 1864.
+
+ 15. _Engineering_, July 12, 1867, vol. 4, p. 29.
+
+ 16. John Headden, master mechanic of the New Jersey Railroad and
+ Transportation Company, built at the road's Jersey City shops
+ several locomotives equipped with Hudson's variety of the Bissell
+ truck. Headden, upon the death of Hudson, succeeded him in 1881 as
+ superintendent of the Roger Works.
+
+ 17. It is believed that Harrison, Winans and Eastwick made one of the
+ first uses of a 2-wheel radial truck on a 2-6-0 built at the
+ Alexandrovsky Arsenal, St. Petersburg, in 1844-46. The success or
+ exact particulars of these machines is unknown. See John Jahn,
+ _Die Dampflokomotive in Entwicklungsgeschichtlicher Darstellung
+ Ihres Gesamtaufbaues_, Berlin, 1924, p. 239; Richard E. Peunoyer,
+ "Messrs. Harrison, Winans & Eastwick, St. Petersburg, Russia,"
+ _Railway and Locomotive Historical Society Bulletin_ no. 47,
+ September 1938, p. 46; and Joseph Harrison, Jr., _The Locomotive
+ Engine, and Philadelphia's Share in its Early Improvements_,
+ Philadelphia, 1872, p. 52.
+
+ 18. Zerah Colburn, _Locomotive Engineering and the Mechanism of
+ Railways_, ..., London, 1871, p. 99. Zerah Colburn (1832-1870) was
+ one of the best informed and most vocal authorities on 19th-century
+ American locomotive construction. He not only designed advanced
+ machines while working at the New Jersey Locomotive Works but also
+ advocated many reforms in locomotive design. He published the
+ _Railroad Advocate_ in New York City for several years. In 1858 he
+ became editor of _The Engineer_ and in 1866 founded the technical
+ journal _Engineering_.
+
+ 19. _American Railway Review_, June 8, 1860, vol. 2, p. 392. Holley
+ was a well known authority on locomotive engineering and the
+ author of several books on the subject.
+
+ 20. _Engineering_ May 11, 1866, vol. 1, p. 313. By this time (1866),
+ the Eastern Counties Railway had become part of the Great Eastern
+ system.
+
+ 21. _American Railway Review_ July 26, 1860, vol. 2, p. 38.
+
+ 22. Whetstone was chief designer for Niles & Co., a Cincinnati
+ locomotive builder. His invention apparently did not receive a
+ test, since the company closed shortly before the patent was
+ granted. No other builder seemed interested.
+
+ 23. Paul T. Warner, "Mogul Type Locomotives," _Railway and Locomotive
+ Historical Society Bulletin_ no. 100, April 1959.
+
+
+
+
+U.S. GOVERNMENT PRINTING OFFICE: 1961
+
+For sale by the Superintendent of Documents, U.S. Government Printing
+Office, Washington 25, D.C.--Price 20 cents
+
+
+
+
+
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