SMITHSONIAN INSTITUTION
UNITED STATES NATIONAL MUSEUM
BULLETIN 240
SMITHSONIAN PRESS
MUSEUM OF HISTORY AND TECHNOLOGY
Contributions
From the
Museum
of History and
Technology
Papers 34-44
On Science and Technology
SMITHSONIAN INSTITUTION · WASHINGTON, D.C. 1966
Publications of the United States National Museum
The scholarly and scientific publications of the United States National Museum include two series, Proceedings of the United States National Museum and United States National Museum Bulletin.
In these series, the Museum publishes original articles and monographs dealing with the collections and work of its constituent museums—The Museum of Natural History and the Museum of History and Technology—setting forth newly acquired facts in the fields of anthropology, biology, history, geology, and technology. Copies of each publication are distributed to libraries, to cultural and scientific organizations, and to specialists and others interested in the different subjects.
The Proceedings, begun in 1878, are intended for the publication, in separate form, of shorter papers from the Museum of Natural History. These are gathered in volumes, octavo in size, with the publication date of each paper recorded in the table of contents of the volume.
In the Bulletin series, the first of which was issued in 1875, appear longer, separate publications consisting of monographs (occasionally in several parts) and volumes in which are collected works on related subjects. Bulletins are either octavo or quarto in size, depending on the needs of the presentation. Since 1902 papers relating to the botanical collections of the Museum of Natural History have been published in the Bulletin series under the heading Contributions from the United States National Herbarium, and since 1959, in Bulletins titled “Contributions from the Museum of History and Technology,” have been gathered shorter papers relating to the collections and research of that Museum.
The present collection of Contributions, Papers 34-44, comprises Bulletin 240. Each of these papers has been previously published in separate form. The year of publication is shown on the last page of each paper.
Frank A. Taylor
Director, United States National Museum
Contributions from
The Museum of History and Technology:
Paper 42
The “Pioneer”: Light Passenger Locomotive of 1851
In the Museum of History and Technology
John H. White
THE CUMBERLAND VALLEY RAILROAD 244
SERVICE HISTORY OF THE “PIONEER” 249
MECHANICAL DESCRIPTION OF THE “PIONEER” 251
FOOTNOTES
INDEX
Figure 1.—The “Pioneer,” built in 1851, shown here as renovated and exhibited in the Museum of History and Technology, 1964. In 1960 the locomotive was given to the Smithsonian Institution by the Pennsylvania Railroad through John S. Fair, Jr. (Smithsonian photo 63344B.)
John H. White
The “PIONEER”:
LIGHT PASSENGER LOCOMOTIVE
of 1851
In the Museum of History and Technology
In the mid-nineteenth century there was a renewed interest in the light, single-axle locomotives which were proving so very successful for passenger traffic. These engines were built in limited number by nearly every well-known maker, and among the few remaining is the 6-wheel “Pioneer,” on display in the Museum of History and Technology, Smithsonian Institution. This locomotive is a true representation of a light passenger locomotive of 1851 and a historic relic of the mid-nineteenth century.
The Author: John H. White is associate curator of transportation in the Smithsonian Institution’s Museum of History and Technology.
The “Pioneer” is an unusual locomotive and on first inspection would seem to be imperfect for service on an American railroad of the 1850’s. This locomotive has only one pair of driving wheels and no truck, an arrangement which marks it as very different from the highly successful standard 8-wheel engine of this period. All six wheels of the Pioneer are rigidly attached to the frame. It is only half the size of an 8-wheel engine of 1851 and about the same size of the 4—2—0 so common in this country some 20 years earlier. Its general arrangement is that of the rigid English locomotive which had, years earlier, proven unsuitable for use on U.S. railroads.
These objections are more apparent than real, for the Pioneer, and other engines of the same design, proved eminently successful when used in the service for which they were built, that of light passenger traffic. The Pioneer’s rigid wheelbase is no problem, for when it is compared to that of an 8-wheel engine it is found to be about four feet less; and its small size is no problem when we realize it was not intended for heavy service. Figure 2, a diagram, is a comparison of the Pioneer and a standard 8-wheel locomotive.
Since the service life of the Pioneer was spent on the Cumberland Valley Railroad, a brief account of that line is necessary to an understanding of the service history of this locomotive.
Exhibits of the “Pioneer”
The Pioneer has been a historic relic since 1901. In the fall of that year minor repairs were made to the locomotive so that it might be used in the sesquicentennial celebration at Carlisle, Pennsylvania. On October 22, 1901, the engine was ready for service, but as it neared Carlisle a copper flue burst. The fire was extinguished and the Pioneer was pushed into town by another engine. In the twentieth
The Cumberland Valley Railroad
The Cumberland Valley Railroad (C.V.R.R.) was chartered on April 2, 1831, to connect the Susquehanna and Potomac Rivers by a railroad through the Cumberland Valley in south-central Pennsylvania. The Cumberland Valley, with its rich farmland and iron-ore deposits, was a natural north-south route long used as a portage between these two rivers. Construction began in 1836, and because of the level valley some 52 miles of line was completed between Harrisburg and Chambersburg by November 16, 1837. In 1860, by way of the Franklin Railroad, the line extended to Hagerstown, Maryland. It was not until 1871 that the Cumberland Valley Railroad reached its projected southern terminus, the Potomac River, by extending to Powells Bend, Maryland. Winchester, Virginia, was entered in 1890 giving the Cumberland Valley Railroad about 165 miles of line. The railroad which had become associated with the Pennsylvania Railroad in 1859, was merged with that company in 1919.
By 1849 the Cumberland Valley Railroad was in poor condition; the strap-rail track was worn out and new locomotives were needed. Captain Daniel Tyler was hired to supervise rebuilding the line with T-rail, and easy grades and curves. Tyler recommended that a young friend of his, Alba F. Smith, be put in charge of modernizing and acquiring new equipment. Smith recommended to the railroad’s Board of Managers on June 25, 1851, that “much lighter engines than those now in use may be substituted for the passenger transportation and thereby effect a great saving both in point of fuel and road repairs....”[1] Smith may well have gone on to explain that the road was operating 3- and 4-car passenger trains with a locomotive weighing about 20 tons; the total weight was about 75 tons, equalling the uneconomical deadweight of 1200 pounds per passenger. Since speed was not an important consideration (30 mph being a good average), the use of lighter engines would improve the deadweight-to-passenger ratio and would not result in a slower schedule.
The Board of Managers agreed with Smith’s recommendations and instructed him “... to examine the two locomotives lately built by Mr. Wilmarth and now in the [protection?] of Captain Tyler at Norwich and if in his judgment they are adequate to our wants ... have them forwarded to the road.”[2] Smith inspected the locomotives not long after this resolution was passed, for they were on the road by the time he made the following report[3] to the Board on September 24, 1851:
In accordance with a resolution passed at the last meeting of your body relative to the small engines built by Mr. Wilmarth I proceeded to Norwich to make trial of their capacity—fitness or suitability to the Passenger transportation of our Road—and after as thorough a trial as circumstances would admit (being on another Road than our own) I became satisfied that with some necessary improvements which would not be expensive (and are now being made at our shop) the engines would do the business of our Road not only in a manner satisfactory in point of speed and certainty but with greater ultimate economy in Expenses than has before been practised in this Country.
Figure 2.—Diagram comparing the Pioneer (shaded drawing) with the Columbia, a standard 8-wheel engine of 1851. (Drawing by J. H. White.)
Columbia
Hudson River Railroad
Lowell Machine Shop, 1852
Wt. 27-1/2 tons (engine only)
Cyl. 16-1/2 x 22 inches
Wheel diam. 84 inches
Pioneer
Cumberland Valley Railroad
Seth Wilmarth, 1851
12-1/2 tons
8-1/2 x 14 inches
54 inches
After making the above trial of the Engines—I stated to your Hon. President the result of the trial—with my opinion of their Capacity to carry our passenger trains at the speed required which was decidedly in favor of the ability of the Engines. He accordingly agreed that the Engines should at once be forwarded to the Road in compliance with the Resolution of your Board. I immediately ordered the Engines shipped at the most favorable rates. They came to our Road safely in the Condition in which they were shipped. One of the Engines has been placed on the Road and I believe performed in such a manner as to convince all who are able to judge of this ability to perform—although the maximum duty of the Engines was not performed on account of some original defects which are now being remedied as I before stated.
Within ten days the Engine will be able to run regularly with a train on the Road where in shall be enabled to judge correctly of their merits.
An accident occurred during the trial of the Small Engine at Norwich which caused a damage of about $300 in which condition the Engine came here and is now being repaired—the cost of which will be presented to your Board hereafter. As to the fault or blame of parties connected with the accident as also the question of responsibility for Repairs are questions for your disposal. I therefore leave the matter until further called upon.
The Expenses necessarily incurred by the trial of the Engines and also the Expenses of transporting the same are not included in the Statement herewith presented, the whole amount of which will not probably exceed $400.00.
These two locomotives became the Cumberland Valley Railroad’s Pioneer (number 13) and Jenny Lind (number 14). While Smith notes that one of the engines was damaged during the inspection trials, Joseph Winters, an employee of the Cumberland Valley who claimed he was accompanying the engine enroute to Chambersburg at the time of their delivery, later recalled that both engines were damaged in transit.[4] According to Winters a train ran into the rear of the Jenny Lind, damaging both it and the Pioneer, the accident occurring near Middletown, Pennsylvania. The Jenny Lind was repaired at Harrisburg but
Figure 3.—“Pioneer,” about 1901, showing the sandbox and large headlamp. Note the lamp on the cab roof, now used as the headlight. (Smithsonian photo 49272.)
While there seems little question that these locomotives were not built as a direct order for the Cumberland Valley Railroad, an article[5] appearing in the Railroad Advocate in 1855 credits their design to Smith. The article speaks of a 2—2—4 built for the Macon and Western Railroad and says in part:
This engine is designed and built very generally upon the ideas, embodied in some small tank engines designed by A. F. Smith, Esq., for the Cumberland Valley road. Mr. Smith is a strong advocate of light engines, and his novel style and proportions of engines, as built for him a few years since, by Seth Wilmarth, at Boston, are known to some of our readers. Without knowing all the circumstances under which these engines are worked on the Cumberland Valley road, we should not venture to repeat all that we have heard of their performances, it is enough to say that they are said to do more, in proportion to their weight, than any other engines now in use.
The author believes that the Railroad Advocate’s claim of Smith’s design of the Pioneer has been confused with his design of the Utility (figs. 6, 7). Smith designed this compensating-lever engine to haul trains over the C.V.R.R. bridge at Harrisburg. It was built by Wilmarth in 1854.
Figure 4.—Map of the Cumberland Valley Railroad as it appeared in 1919.
Figure 5.—An early broadside of the Cumberland Valley Railroad.
According to statements of Smith and the Board of Managers quoted on page 244, the Pioneer and the Jenny Lind were not new when purchased from their maker, Seth Wilmarth. Although of recent manufacture, previous to June 1851, they were apparently doing service on a road in Norwich, Connecticut. It should be mentioned that both Smith and Tyler were formerly associated with the Norwich and Worcester Railroad and they probably learned of these two engines through this former association. It is possible that the engines were purchased from Wilmarth by the Cumberland Valley road, which had bought several other locomotives from Wilmarth in previous years. It was the practice of at least one other New England engine builder, the Taunton Locomotive Works, to manufacture engines on the speculation that a buyer would be found; if no immediate buyers appeared the engine was leased to a local road until a sale was made.[6]
Regarding the Jenny Lind and Pioneer, Smith reported[7] to the Board of Managers at their meeting of March 17, 1852:
The small tank engines which were purchased last year ... and which I spoke in a former report as undergoing at that time some necessary improvements have since that time been fairly tested as to their capacity to run our passenger trains and proved to be equal to the duty.
The improvements proposed to be made have been completed only on one engine [Jenny Lind] which is now running regularly with passenger trains—the cost of repairs and improvements on this engine (this being the one accidentally broken on the trial) amounted to $476.51. The other engine is now in the shop, not yet ready for service but will be at an early day.
Figure 6.—The “Utility” as rebuilt to an 8-wheel engine, about 1863 or 1864. It was purchased by the Carlisle Manufacturing Co. in 1882 and was last used in 1896. (Smithsonian photo 36716F.)
Figure 7.—The “Utility,” designed by Smith A. F. and constructed by Seth Wilmarth in 1854, was built to haul trains across the bridge at Harrisburg, Pa.
Figure 8.—The earliest known illustration of the Pioneer, drawn by A. S. Hull, master mechanic of the Cumberland Valley Railroad in 1876. It depicts the engine as it appeared in 1871. (Courtesy of Paul Westhaeffer.)
The Pioneer and Jenny Lind achieved such success in action that the president of the road, Frederick Watts, commented on their performance in the annual report of the Cumberland Valley Railroad for 1851. Watts stated that since their passenger trains were rarely more than a baggage car and two coaches, the light locomotives “... have been found to be admirably adapted to our business.” The Cumberland Valley Railroad, therefore, added two more locomotives of similar design in the next few years. These engines were the Boston and the Enterprise, also built by Wilmarth in 1854-1855.
Watts reported the Pioneer and
Figure 9.—Annual pass of the Cumberland Valley Railroad issued in 1863.
Figure 10.—Timetable of the Cumberland Valley Railroad for 1878.
Service History of the Pioneer
After being put in service, the Pioneer continued to perform well and was credited as able to move a 4-car passenger train along smartly at 40 mph.[8] This tranquility was shattered in October 1862 by a raiding party led by Confederate General J. E. B. Stuart which burned the Chambersburg shops of the Cumberland Valley Railroad. The Pioneer, Jenny Lind, and Utility were partially destroyed. The Cumberland Valley Railroad in its report for 1862 stated:
The Wood-shop, Machine-shop, Black-smith-shop, Engine-house, Wood-sheds, and Passenger Depot were totally consumed, and with the Engine-house three second-class Engines were much injured by the fire, but not so destroyed but that they may be restored to usefulness.
However, no record can be found of the extent or exact nature of the damage. The shops and a number of cars were burned so it is reasonable to assume that the cab and other wooden parts of the locomotive were damaged. One unverified report in the files of the Pennsylvania Railroad states that part of the roof and brick wall fell on the Pioneer during the fire causing considerable damage. In June 1864 the Chambersburg shops were again burned by the Confederates, but on this occasion the railroad managed to remove all its locomotives before the raid. During the Civil War, the Cumberland Valley Railroad was obliged to operate longer passenger trains to satisfy the enlarged traffic. The Pioneer and its sister single-axle engines were found too light for these trains and were used only on work and special trains. Reference to table 1 will show that the mileage of the Pioneer fell off sharply for the years 1860-1865.
Table 1.—Yearly Mileage of the Pioneer
(From Annual Reports of the Cumberland Valley Railroad)
[a] Mileage 1852 for January to September (no record of mileage recorded in Annual Reports previous to 1852).
[b] 15,000 to 20,000 miles per year was considered very high mileage for a locomotive of the 1850’s.
[c] No mileage reported for any engines due to fire.
[d] Not listed on roster.
[e] The Pennsylvania Railroad claims a total mileage of 255,675. This may be accounted for by records of mileages for 1862, 1870, and 1879.
In 1871 the Pioneer was remodeled by A. S. Hull, master mechanic of the railroad. The
By the 1870’s, the Pioneer was too light for the heavier cars then in use and by 1880 it had reached the end of its usefulness for regular service. After nearly thirty years on the road it had run 255,675 miles. Two new passenger locomotives were purchased in 1880 to handle the heavier trains. In 1881 the Pioneer was dropped from the roster, but was used until about 1890 for work trains. After this time it was stored in a shed at Falling Spring, Pennsylvania, near the Chambersburg yards of the C.V.R.R.
Mechanical Description of the Pioneer
Figure 11.—“Pioneer,” about 1901, scene unknown. (Photo courtesy of Thomas Norrell.)
After the early 1840’s the single-axle locomotive, having one pair of driving wheels, was largely superseded by the 8-wheel engine. The desire to operate longer trains and the need for engines of greater traction to overcome the steep grades of American roads called for coupled driving wheels and machines of greater weight than the 4—2—0. After the introduction of the 4—4—0, the single-axle engine received little attention in this country except for light service or such special tasks as inspection or dummy engines.
Figure 12.—The “Pioneer” in Carlisle, Pa., 1901. (Photo courtesy of Thomas Norrell.)
There was, however, a renewed interest in “singles” in the early 1850’s because of W. B. Adams’ experiments with light passenger locomotives in England. In 1850 Adams built a light single-axle tank locomotive for the Eastern Counties Railway which proved very economical for light passenger traffic. It was such a success that considerable interest in light locomotives was generated in this country as well as in England. Nearly 100 single-axle locomotives were built in the United States between about 1845-1870. These engines were built by nearly every well-known maker, from Hinkley in Boston to the Vulcan Foundry in San Francisco. Danforth Cooke & Co. of Paterson built a standard pattern 4—2—4 used by many roads. One of these, the C. P. Huntington, survives to the present time.
The following paragraphs describe the mechanical details of the Pioneer as it appears on exhibition in the Smithsonian Institution’s new Museum of History and Technology.
BOILER
The boiler is the most important and costly part of a steam locomotive, representing one-fourth to one-third of the total cost. A poorly built or designed boiler will produce a poor locomotive no matter how well made the remainder of mechanism. The boiler of the Pioneer is of the wagon-top, crownbar, fire-tube style and is made of a 5/16-inch thick, wrought-iron plate. The barrel is very small, in keeping with the size of the engine, being only 27 inches in diameter. While some readers may believe this to be an extremely early example of a wagon-top boiler, we should remember that most New England builders produced few locomotives with the Bury (dome) boiler and that the chief advocates of this later style were the Philadelphia builders. By the early 1850’s the Bury boiler passed out of favor entirely and the wagon top became the standard type of boiler with all builders in this country.
Sixty-three iron tubes, 1-7/8 inches by 85 inches long are used. The original tubes may have been copper or brass since these were easier to keep tight than the less malleable iron tubes. The present tube sheet is of iron but was originally copper. Its thickness cannot be conveniently measured, but it is greater than that of the boiler shell, probably about 1/2 to 5/8 inch. While copper tubes and tube sheets were not much used in this country after about 1870, copper was employed as recently as 1950 by Robert Stephenson & Hawthorns, Ltd., on some small industrial locomotives.
The boiler shell is lagged with wooden tongue-and-groove strips about 2-1/2 inches wide (felt also was used for insulation during this period). The wooden lagging is covered with Russia sheet iron which is held in place and the joints covered by polished brass bands. Russia sheet iron is a planish iron having a lustrous, metallic gray finish.
Alba F. Smith
Alba F. Smith, the man responsible for the purchase of the Pioneer, was born in Lebanon, Connecticut, June 28, 1817.[9] Smith showed promise as a mechanic at an early age and by the time he was 22 had established leadpipe works in Norwich. His attention was drawn particularly to locomotives since the tracks of the Norwich and Worcester Railroad passed his shop. His attempts to develop a spark arrester for locomotives brought Smith to the favorable attention of Captain Daniel Tyler (1799-1882), president of the Norwich and Worcester Railroad. When Tyler was hired by the Cumberland Valley Railroad in 1850 to supervise the line’s rebuilding, he persuaded the managers of that road to hire Smith as superintendent of machinery.[10] Smith was appointed as superintendent of the machine shop of the Cumberland Valley Railroad on July 22, 1850.[11] On January 1, 1851, he became superintendent of the road.
In March of 1856 Smith resigned his position with the Cumberland Valley Railroad and became superintendent of the Hudson River Railroad, where he remained for only a year. During that time he designed the coal-burning locomotive Irvington, rebuilt the Waterman condensing dummy locomotive for use in hauling trains through city streets, and developed a superheater.
After retiring from the Hudson River Railroad he returned to Norwich and became active in enterprises in that area, including the presidency of the Norwich and Worcester Railroad. While the last years of Smith’s life were devoted to administrative work, he found time for mechanical invention as well. In 1862 he patented a safety truck for locomotives, and became president of a concern which controlled the most important patents for such devices.[13] Alba F. Smith died on July 21, 1879, in Norwich, Connecticut.
Figure 13.—Advertisement of Seth Wilmarth appearing in Boston city directory for 1848-1849.
Figure 14.—The “Fury,” built for the Boston and Worcester Railroad in 1849 by Wilmarth. It was known as a “Shanghai” because of its great height. (Smithsonian Chaney photo 6443.)
Figure 15.—The “Neptune,” built for the Boston and Worcester in 1847 by Hinkley and Drury. Note the similarity of this engine and the Fury.
Figure 16.—The “Pioneer” as first exhibited in the Arts and Industries building of the Smithsonian Institution prior to restoration of the sandbox. (Smithsonian photo 48069D.)
[BOILER continued]
The steam dome (fig. 18) is located directly over the firebox, inside the cab. It is lagged and jacketed in an identical manner to the boiler. The shell of the dome is of 5/16-inch wrought iron, the top cap is a cast-iron plate which also serves as a manhole cover offering access to the boiler’s interior for inspection and repair.