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  Home > Heritage railways > Steam101

Steam101: operating a locomotive

Last modified: Thu Jul 8 11:54:47 2004

All but the smallest locomotives were driven by a crew of two: the driver and the fireman. On small industrial locos, it was possible for the same person to play both roles. In general, the job of driver was considered to be the more prestigious and senior, and most railway companies had strict career progression rules from fireman to driver. Normally a would-be driver would have to serve as fireman for several years, and take examinations, before being appointed as a driver.

Fireman's duties

The fireman's main job is to ensure a steady supply of steam at the appropriate pressure to provide power to the engine. This is much more difficult than it sounds. The engine's steam requirements vary considerably according to the load it is pulling, and the gradient. The fireman has to predict the steam requirements for some distance ahead, and adjust the fire accordingly. Some of the more important controls on the fireman's side of the footplate are shown in the image below.


Controls on the fireman's side of the footplate. Not visible in the photo, because they are down by the floor, are the injectors and damper control (see text for details). The small platform above the firebox door is the warming tray, used for keeping lubricating oil liquified, and for keeping the crew's tea warm


      In order to provide steam, there must be sufficient water in the boiler. When the engine is cold, the boiler can be filled with water at ordinary pressure. However, when the engine is running the boiler will be under considerable pressure. To fill the boiler requires the use of injectors. Injectors utilize the energy generated by the sudden contraction of cooling steam to drive water into the boiler against its pressure. To power the injectors a supply of steam is required. Larger engines had two types of injectors: live steam, and exhaust steam, injectors. A live steam injector was powered by steam from the boiler itself, while an exhaust steam inector is power by steam exhausted from the pistons. Exhaust steam injectors are more economical to run, but do not work when the locomotive is standing still (because there is no exhaust steam).
      The water level in the boiler must always be kept within well-defined limits. If there is too much water, there will not be space for the steam to develop. If too little, there is a risk that the firebox crown (i.e., the top) would recieve insufficient cooling, and melt. To determine the water level, the fireman uses a sight glass mounted on the back of the boiler and connected directly to it. His aim is to keep the water level visible in the sight glass. Water will be consumed more rapidly when the loco is working hard.
      The fireman must also ensure that the steam pressure in the boiler is maintained within working limits. This is done by adjusting the height of the fire. To raise the fire, the fireman can add more coal (up to a point), and/or increase the flow of air through the firebed. Air can be drawn in through the firebox door, which is also used for loading the firebox with coal. When the firebox door is open, a greater volume of air can be drawn through the fire, increasing combustion. Most locos also have an adjustable damper which regulates air intake through the front of the firebox. Using the coal depth, firebox door, and damper, the fireman adjusts the rate of combustion in accordance with the required steam pressure. When the loco is moving, airflow through the fire can be much greater than when it is stationary. In addition, airflow will vary according to whether the loco is running forwards (`chimney first') or backwards (`cab first'). If a greater airflow is required when the loco is stationary (when building up steam at a station, for example), the blower can be opened (see below).
      Part of the fireman's skill is to be able to anticipate changes to steam requirements, and adjust the fire height in advance. It takes some time for pressure to raise, even with the fire roaring, so steam cannot be generated on demand. It can be embarrassing to run out of steam half-way up a hill.

Driver's duties

The driver is responsible for controlling the speed and direction of the locomotive. This control is achieved using the regulator, reversing gear, and brake.


Controls on the driver's side of the footplate. Not visible in the photo, because they are down by the floor, are the rail sanding gear and cylinder drain cocks (see text for details)

The regulator is the `throttle' of the locomotive; it controls the delivery of steam from the boiler into the cylinders. With the regulator fully open, a high volume of steam is admitted, and maximum power may be generated. However, the cylinder power is influenced by the reversing gear. This control adjusts the proportion of the piston stroke for which the steam valves are open into the piston. It also controls whether steam is admitted in front or behind the piston, thus controlling the direction of travel. For maximum power, the regulator needs to be fully open and the reversing gear fully forward or fully reversed. In practice, both the reversing gear and the regulator contribute to the power generated by the piston, and thus to the speed of the locomotive.
      If the regulator is closed, the loco will gradually come to a halt. However, all locos will have additional braking capacity, provided either by mechanical or vacuum brakes, or both. Passenger locos mostly used vacuum brakes, with the coaches and the engine on the same vacuum circuit. A vacuum brake was released (that is, not braking) by holding the braking system at a vacuum. If the vacuum was destroyed (by admitting air to the system), the brakes are applied. This system offers significant safety advantages over mechanical or pressure operated brakes. In particular, if a leak develops in the system, it will tend to stop the train. In addition, if part of the train becomes decoupled, the rush of air into the brake hoses will immediately apply the brakes on both parts of the train.
      As well as controlling the speed and direction, the driver has numerous other controls to be concerned with. The drain cocks allow condensation to be drained from the cylinders. Typically the drain cocks are opened whenever the loco comes to a stop, and remain open for the first few yards of motion. Water is not particularly compressible, and if it condenses in the cylinders, the motion of the piston will probably cause considerable damage.
      The driver also has controls to deposit sand on the rails. This improves traction between the wheels and the rails, particularly on hills. The blower allows steam from the boiler to blast directly up the chimney. Although this is wasteful of steam, it has the effect of drawing a strong stream of air through the fire, increasing its combustion rate. The blower is particularly important in tunnels, to counter the back-pressure caused by the sudden obstruction of free flow from the chminey. In some cases this back-pressure could be large enough to `lift' the fire, that is, raise it from the firebed. If the firebox door was open, there could be a flashback onto the footplate, with catastrophic results.

   
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