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Rack railway

A rack railway is a steep grade railway with a toothed rack rail, usually between the running rails. The trains are fitted with one or more cog wheels or pinions that mesh with this rack rail. This allows the trains to operate on steep gradients of 100% or more, well above the 10% maximum for friction-based rail. The rack-and-pinion mechanism also provides more controlled braking and reduces the effects of snow or ice on the rails. Most rack railways are mountain railways, although a few are transit railways or tramways built to overcome a steep gradient in an urban environment. The first cog railway was the Middleton Railway between Middleton and Leeds in West Yorkshire, England, United Kingdom, where the first commercially successful steam locomotive, Salamanca, ran in 1812. This used a rack and pinion system designed and patented in 1811 by John Blenkinsop.

History
Many different designs of rack rail and matching cog wheel have been developed over the years. Except for some early Morgan and Blenkinsop rack installations, rack systems place the rack rail halfway between the running rails, mounted on the same sleepers or ties as the running rails. Blenkinsop (1812) John Blenkinsop thought that the friction would be too low from metal wheels on metal rails even on level ground, so he built his steam locomotives for the Middleton Railway in 1812 with a 20-tooth, diameter cog wheel (pinion) on the left side that engaged in rack teeth (two teeth per foot) on the outer side of the rail, the metal "fishbelly" edge rail with its side rack being cast all in one piece, in lengths. Blenkinsop's system remained in use for 25 years on the Middleton Railway, but it became a curiosity because simple friction proved sufficient for railroads operating on level ground. Fell (1860s) The Fell mountain railway system, developed in the 1860s, is not, strictly speaking, a rack railway, since it has no cogs with teeth. Rather, this system uses a smooth, raised center rail between the two running rails on steep sections of the line, which is gripped on both sides to increase friction. Trains are propelled by wheels or braked by shoes pressed horizontally onto the center rail, as well as by means of the normal running wheels. Marsh (1861) The first successful rack railway in the United States was the Mount Washington Cog Railway, developed by Sylvester Marsh. Marsh was issued a U.S. patent for the general idea of a rack railway in September 1861, and in January 1867 for a practical rack where the rack teeth take the form of rollers arranged like the rungs of a ladder between two L-shaped wrought-iron rails. The first public trial of the Marsh rack on Mount Washington was made on August 29, 1866, when only one quarter of a mile (402 meters) of track had been completed. The Mount Washington railway opened to the public on August 14, 1868. The pinion wheels on the locomotives have deep teeth that ensure that at least two teeth are engaged with the rack at all times; this measure helps reduce the possibility of the pinions riding up and out of the rack. The use of multiple bars with offset teeth ensures that the pinions on the locomotive driving wheels are constantly engaged with the rack. The Abt system is cheaper to build than the Riggenbach because it requires a lower weight of rack over a given length. However, the Riggenbach system exhibits greater wear resistance than the Abt. and in 1893 by the Japanese Government Railways on the section between Yokokawa and Karuizawa in the Usui Pass. It is used today on the Ikawa Line of the Ōigawa Railway. The pinion wheels can be mounted on the same axle as the rail wheels, or driven separately. The steam locomotives on the West Coast Wilderness Railway have separate cylinders driving the pinion wheel, as do the "X"-class locomotives on the Nilgiri Mountain Railway. Agudio (1884) The Agudio rack system was invented by Tommaso Agudio. Its only long-lived application was on the Sassi–Superga tramway, which opened in 1884. It used a vertical rack with cog wheels on each side of the central rack. Its unique feature, however, was that the 'locomotive' was propelled by means of an endless cable driven from an engine house at the foot of the incline. It was converted to use the Strub rack system in 1934. Locher (1889) The Locher rack system, invented by Eduard Locher, has gear teeth cut in the sides rather than the top of the rail, engaged by two cog wheels on the locomotive. This system allows use on steeper grades than the other systems, whose teeth could jump out of the rack. It is used on the Pilatus Railway. Locher set out to design a rack system that could be used on gradients as steep as 1 in 2 (50%). The Abt system – the most common rack system in Switzerland at the time – was limited to a maximum gradient of 1 in 4 (25%). Locher showed that on steeper grades, the Abt system was prone to the driving pinion overriding the rack, causing potentially catastrophic derailments, as predicted by Dr. Abt. To overcome this problem and allow a rack to line up the steep sides of Mt. Pilatus, Locher developed a rack system where the rack is a flat bar with symmetrical, horizontal teeth. Horizontal pinions with flanges below the rack engage the centrally mounted bar, both driving the locomotive and keeping it centered on the track. This system provides a very stable attachment to the track, also protecting the car from toppling over even under the most severe crosswinds. Such gears can also lead the car, so even flanges on running wheels are optional. The biggest shortcoming of the system is that the standard railway switch is unusable, and a transfer table or other complex device must be used where track branching is needed. Following tests, the Locher system was deployed on the Pilatus Railway, which opened in 1889. No other public railway uses the Locher system, although some European coal mines use a similar system on steeply graded underground lines. The best-known use of the Strub system is on the Jungfraubahn in Switzerland. Morgan (1900) In 1900, E. C. Morgan of Chicago received a patent for a rack railway system that was mechanically similar to the Riggenbach rack, but in which the rack was also used as a third rail to power the electric locomotive. Morgan went on to develop heavier locomotives and with J. H. Morgan, turnouts for this system. In 1904, he patented a simplified but compatible rack, where the teeth on the engine pinions engaged square holes punched in a bar-shaped center rail. J. H. Morgan patented several alternative turnout designs for use with this rack system. Curiously, Morgan recommended an off-center rack to allow clear passage for pedestrians and animals walking along the tracks. A simplified rack mounting system could be used when the Morgan rack was not used for third-rail power and the Morgan rack offered interesting possibilities for street railways. The Morgan rack was good for grades of up to 16 percent. The Goodman Equipment Company began marketing the Morgan system for mine railways, and it saw widespread use, particularly where steep grades were encountered underground. By 1907, Goodman had offices in Cardiff, Wales, to serve the British market. Between 1905 and 1906, the Mammoth Vein Coal Company installed of powered rack in two of its mines in Everist, Iowa, with a maximum grade of 16%. The Donohoe Coke Co. of Greenwald, Pennsylvania had of Goodman rack in its mine in 1906. The Morgan system saw limited use on one common carrier railroad in the United States, the Chicago Tunnel Company, a narrow-gauge freight carrier that had one steep grade in the line up to their surface disposal station on the Chicago lakefront. Lamella in New South Wales, Australia The Lamella system (also known as the Von Roll system) was developed by the Von Roll company after the rolled steel rails used in the Strub system became unavailable. It is formed from a single blade cut in a similar shape to the Abt system, but typically wider than a single Abt bar. The Lamella rack can be used by locomotives designed for use on the Riggenbach or the Strub systems, so long as the safety-jaws that were a feature of the original Strub system are not used. Some railways use racks from multiple systems; for example, the St. Gallen Gais Appenzell Railway in Switzerland had, until 2018 (opening of the Ruckhalde tunnel avoiding rack), sections of Riggenbach, Strub, and Lamella rack. Most of the rack railways built from the late 20th century onwards have used the Lamella system. == Switches ==
Switches
Rack railway switches are as varied as the technologies themselves. For rack-and-adhesion lines such as the Zentralbahn in Switzerland and the West Coast Wilderness Railway in Tasmania, it is convenient only to use switches on sections flat enough for adhesion (for example, on a pass summit). Pure-rack systems, which only rely on the rack for driving (with the conventional rail wheels undriven), such as the Swiss Rigi Railways, Dolderbahn in Zürich, Štrbské Pleso in Slovakia, and the Schynige Platte rack railway instead must switch the rack rail. The geometry of the rack system significantly impacts turnout construction. If the rack is elevated above the running rails, which is a standard on rack-and-adhesion and all Abt and Strub systems there is no need to interrupt the running rails to allow passage of the driving pinions of the engines. Strub explicitly documented this in his U.S. patent. They are operated every ten minutes when both motor coaches are in use. Turnouts are far more complex when the rack is at or below the level of the running rails. Rigi railway introduced two-track transfer tables in 1873, but replaced them with switches in 1959/61. Pilatus railway with Locher rack maintains this type and has also introduced rotary switches. Marsh's first rack patent shows an arrangement for switches, There were more turnouts built for the line, but all were hand-operated. In 2003, a new automatic hydraulic turnout was developed and built at the base as a prototype. It followed largely the design of the two-track transfer table. With the success of the new turnout, more new automatic hydraulic turnouts were built to replace the hand-operated ones. File:Rack railway turnout (SPB).JPG|Railroad switch on a rack railway. The turnout uses Lamella rack rails, but Strub pioneered the overall design. The track outside the turnout uses Riggenbach rack rails. (Schynige Platte Railway, Switzerland) File:Mount Washington Cog Railway Operators 2000.jpg|Mount Washington Cog Railway Operators, 2000 File:Federweichen Dolderbahn (3).jpg|Stub-switch VTW-2000 in use on the Dolderbahn, seen in the moving process File:A switch of Mount Washington Cog Railway.jpg|An automatic hydraulic two-track table turnout of Mount Washington Cog Railway File:Pilatus2.jpg|A rotary switch of Pilatusbahn seen in the turning process == Rack-and-adhesion or pure-rack ==
Rack-and-adhesion or pure-rack
In addition to the rack system used, lines using rack systems fall into one of two categories, depending on whether the rack rail is continuous. Lines where the rack rail is continuous, and the cog-drive is used throughout, are described as pure-rack lines. Other lines, which use the cog drive only on the steepest sections and elsewhere operate as a regular railway, are described as rack-and-adhesion lines. On rack-and-adhesion lines, trains are equipped with propulsion and braking systems that operate through both the running rail wheels and the cog wheels, depending on whether the rack rail is present. Rack-and-adhesion lines also need a system to smooth the transition from friction to rack traction, using a spring-mounted rack section that gradually brings the pinion teeth into engagement. This was invented by Roman Abt, who also invented the Abt rack system. On pure-rack lines, the train's running rail wheels are only used to carry the train and do not contribute to propulsion or braking, which is exclusively done through the cog wheels. Pure-rack lines do not need transitioning systems, as the cog wheels remain engaged with the rack rail at all times, but all track, including sidings and depots, must be equipped with rack rail irrespective of gradient. == Rolling stock ==
Rolling stock
Originally, almost all cog railways were powered by steam locomotives. The steam locomotive needs to be extensively modified to work effectively in this environment. Unlike a diesel locomotive or electric locomotive, the steam locomotive only works when its powerplant (the boiler, in this case) is fairly level. The locomotive boiler requires water to cover the boiler tubes and firebox sheets at all times, particularly the crown sheet, the metal top of the firebox. If this is not covered with water, the heat of the fire will soften it enough to give way under the boiler pressure, leading to a catastrophic failure. On rack systems with extreme gradients, the boiler, cab, and general superstructure of the locomotive are tilted forward relative to the wheels so that they are more or less horizontal when on the steeply graded track. These locomotives often cannot function on level track, and so the entire line, including maintenance shops, must be laid on a gradient. This is one of the reasons why rack railways were among the first to be electrified, and most of today's rack railways are electrically powered. In some cases, a vertical boiler can be used that is less sensitive to the track gradient. On a rack-only railroad, locomotives are always below their passenger cars for safety reasons: the locomotive is fitted with powerful brakes, often including hooks or clamps that grip the rack rail solidly. Some locomotives are fitted with automatic brakes that apply if the speed gets too high, preventing runaways. Often, there is no coupler between the locomotive and the train since gravity will always push the passenger car down against the locomotive. Electrically powered vehicles often have electromagnetic track brakes as well. The maximum speed of trains operating on a cog railway is very low, generally between , depending on the gradient and propulsion method. Because the Skitube has gentler gradients than typical, its speeds are higher. File:Rigi vertical boiler.jpg|Vertical boiler locomotive of the Vitznau–Rigi railway File:Mount Washington Cog Railway 2 035.jpg|"Old Peppersass" of the Mt. Washington Cog Railway, US File:Cog railway Schneeberg.jpeg|Schneeberg cog railway steam locomotive, with tilted boiler, on level track File:Ferrovia Renon.jpg|Rittnerbahn early electric cog locomotive and carriage == In fiction ==
In fiction
The Culdee Fell Railway is a fictional cog railway on the Island of Sodor in The Railway Series by Rev. W. Awdry. Its operation, locomotives, and history are based on those of the Snowdon Mountain Railway, and it is featured in the book Mountain Engines. == See also ==
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