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LNER Class K4
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This article relies largely or entirely on a single source. (December 2016) |
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The London and North Eastern Railway (LNER) Class K4 is a class of 2-6-0 steam locomotives designed by Nigel Gresley for the steep grades of the West Highland Line.
West Highland Line challenge
[edit]The North British Railway (NBR) West Highland line to Mallaig via Fort William, presented a combined triple operating challenge of: steep gradients; severe curves; and restrictive axle loading limits. Having used D34 'Glen' 4-4-0s, increased loads led to regular double-heading. Locomotive engineers proposed use of LNER Class K3, but they would not have been permitted to operate between Fort William and Mallaig.
Having proposed a new design based on a K3 boiler, in October 1924 a loan was made of a single LNER Class K2, which provided the required increase in power and adhesion. As K3s replaced K2 on the network, more K2s were loaned to the line, with the loan becoming permanent from October 1925.
With further increases in load and needs for additional traffic speed, in September 1934 Gresley instructed Doncaster Works to investigate the possibility of increasing the tractive effort of the K2s. After recommending against a design which increased boiler pressure 220 psi (1.52 MPa) and cylinder diameter to 21 inches (533 mm), in 1935 the Joint Traffic & Locomotive Committee signed off provision of a new design by reducing the 1936 build of K3s from 21 to 20.
The eventual May 1936 design was based on the 1924 proposal for a 2-6-0 with 5 ft 2 in (1.575 m) diameter coupled wheels, but with K3 cylinders, a K2 boiler, and a B17 firebox. The frame was 5 inches (127 mm) longer than the K3, with a design boiler pressure of 180 psi (1.24 MPa) giving a tractive effort of 32,939 lbf (146.5 kN), and an estimated factor of adhesion of 3.92.
Prototype
[edit]The prototype K4 No.3441 left Darlington for Eastfield depot, Glasgow on 28 January 1937. After five weeks of crew training and being confined to goods work it made its début on a passenger train on 4 March. It soon became apparent that the 180 psi (1.24 MPa) boiler pressure brought little improvement in average speeds over the existing K2, and that No.3441 responded sluggishly when up against the gradients of the West Highland line. Gresley reacted by raising the steam pressure to 200 psi (1.38 MPa) which saw the tractive effort leap to 36,598 lbf (162.8 kN), with a corresponding reduction in the factor of adhesion to 3.54. The K4 could now demonstrate its true capabilities handling 300 ton trains and with maximum speeds around 60 mph (97 km/h) on level ground.[citation needed] An advantage of the newcomer was that it used only marginally more coal in working 300 ton trains than the K2s did with considerably lighter loads.
The successful trials with No. 3441 led to five more being built. Apart from the prototype Loch Long all were named after Highland chieftains and grandees.
Operations
[edit]
The K4s quickly endeared themselves to the Scottish crews and, apart from some heavily loaded summer trains, eliminated uneconomic double-heading over the West Highland. However, as with all Gresley 2-6-0s it could be a rough ride at speed, and a locomotive designed to climb was not suited to the flat straight stretches of the line into Glasgow Queen Street railway station, or the 8.5 miles stretch alongside Loch Eil. Ride induced vibration was a problem on these stretches, and the middle big-end bearing would require regular nut tightening, with the middle connecting rod dropping off on one occasion: this resulted in increased maintenance inspections.
Crews began to prefer the LNER Class V4, but their lower power restricted their use and the K4s retained their pre-eminence on the West Highland line until the 1947 arrival of the first B1 4-6-0s, which replaced the K4s from Glasgow to Fort William. These were followed after nationalisation by an influx of Stanier 5MT 4-6-0s and the new K1s, that left the K4s increasingly confined to goods workings.
During the 1950s, the K4s' sphere of operation enlarged and they began to appear at locations such as Edinburgh, Perth, Forfar, Ayr and Tweedmouth. In 1959 all were concentrated at Thornton in Junction depot in Fife and all were withdrawn in October 1961.
Numbering
[edit]| LNER Number | British Railways Number |
Name | Build Date at Darlington |
Withdrawn | Notes |
|---|---|---|---|---|---|
| 3441 | 61993 | Loch Long | January 1937 | October 1961 | Scrapped |
| 3442 | 61994 | The Great Marquess | July 1938 | December 1961 | Preserved, owned by John Cameron |
| 3443 | 61995 | Cameron of Lochiel | December 1938 | October 1961 | Scrapped |
| 3444 | 61996 | Lord of the Isles | December 1938 | October 1961 | Scrapped |
| 3445 | 61997 | MacCailin Mor | January 1939 | December 1945 (rebuilt) 1962 | Rebuilt as Thompson K1/1 |
| 3446 | 61998 | MacLeod of MacLeod | January 1939 | October 1961 | Scrapped |
In 1945 Edward Thompson rebuilt 3445 MacCailin Mor into the first LNER Thompson Class K1. LNER 1946 numbers 1993–6/8 and BR numbers 61993–6/8.
Preservation
[edit]
One of the six strong class has survived into preservation, following the efforts of the late Viscount Garnock, who purchased No. 61994 The Great Marquess from British Rail (BR) and had the engine overhauled to working order. Based at Leeds No. 3442 undertook railtour work until forced into retirement by the ban imposed on steam working by BR in 1968. From 1972 No. 3442 was stored on the Severn Valley Railway (SVR) until 1980 when it was overhauled. In the mid 2000s, No. 3442 was bought by John Cameron and the locomotive left the SVR for overhaul at Crewe.
Following the completion of its overhaul at Crewe it was returned to service on the mainline, alongside visiting heritage railways around the UK. During its mainline career, it has visited many places that none of the K4's visited during their working careers for the LNER and BR. Places it has visited in recent years include: Carlisle, Barrow Hill, Redmire, York, Manchester, Whitby & Blaenau Ffestiniog. It even proved popular working railtours up the "Conwy Valley line" from Llandudno Junction to Blaenau Ffestiniog, the routes gradient being 1 in 47 heading towards Blaenau.[1]
61994 is now retired and on public display in the Museum of Scottish Railways, Bo'ness, where it is receiving cosmetic restoration by a small team of dedicated SRPS volunteers. The eventual plan will be for the owner, The Cameron Railway Trust, to house the locomotive in a museum to be built on John's Balbuthie farm, along with 60009 "Union of South Africa". However, planning permission for the construction of Johns museum has yet to be granted by Fife Council.
Sources
[edit]- ^ https://www.youtube.com/watch?v=rP9RqcIvKv4 61994 Working "The Welsh Mountaineer" to Blaenau Ffestiniog in August 2012
- Ian Allan ABC of British Railways Locomotives, part 4 (Summer 1961 ed.). pp. 33–34.[full citation needed]
- Clay, John F.; Cliffe, J. (1978). The LNER 2-6-0 Classes. Ian Allan. ISBN 0-7110-0844-2.
Further reading
[edit]- Brown, David; King, Graeme (Spring 2013). "Masterclass: LNER 'K4' 2-6-0". Model Rail. No. 181. Peterborough: Bauer. pp. 46–53. ISSN 1369-5118. OCLC 173324502.
External links
[edit]- The Gresley K4 2-6-0 Moguls LNER encyclopedia
- Class K4 Details Archived 1 October 2022 at the Wayback Machine at RailUK
LNER Class K4
View on GrokipediaDevelopment and Design
West Highland Line Challenge
The West Highland Line, extending 164 miles (264 km) from Glasgow Queen Street to Mallaig via Fort William, traverses rugged Highland terrain including lochs, mountains, and remote coastal stretches, presenting significant operational challenges for railway engineering.[1] Opened in 1894 by the West Highland Railway, the route incorporated the Mallaig Extension, completed in 1901, to connect isolated communities but was hampered by its geography from the outset.[6] The line's demanding profile featured steep gradients reaching 1 in 40, alongside tight curves, which strained locomotive stability and power distribution.[1] Exposure to severe weather, including Atlantic gales, heavy rainfall, and snow, further complicated operations, leading to frequent track scour, landslips, and reduced adhesion on slick rails.[1] By the early 20th century, existing locomotives like the North British Railway (NBR) Class K (LNER D34 'Glen') 4-4-0s, which had axle loads of 19 tons 2 cwt, proved inadequate for growing traffic demands, limited to 190-ton trains while suffering poor adhesion on wet rails.[1] Heavier classes exceeded the line's strict 19-ton-17-cwt axle load limit, imposed by weak bridges and lightweight track laid during construction, risking structural failure and restricting mixed-traffic versatility for both passenger and freight services up to 300 tons.[1] A 1924 proposal for a new 2-6-0 mixed-traffic locomotive was dropped due to costs, but in 1935 the Joint Traffic & Locomotive Committee, comprising representatives from the London, Midland & Scottish Railway (LMS) and London & North Eastern Railway (LNER), approved the design tailored to these constraints, incorporating Nigel Gresley's three-cylinder design philosophy for improved adhesion and power.[1] Economic pressures from post-World War I recovery and the looming Great Depression had delayed earlier efforts, but revived conditions allowed progression to detailed design by May 1936.[1]Prototype Development
Under the direction of Nigel Gresley, the Chief Mechanical Engineer of the London and North Eastern Railway (LNER), the prototype for the Class K4 was developed by adapting his established three-cylinder conjugated valve gear—originally from the A3 Pacific class—to a 2-6-0 mixed-traffic wheel arrangement suitable for demanding freight and passenger duties.[1] This adaptation retained the outside Walschaerts valve gear for the outer cylinders and the derived inside Gresley motion for the middle cylinder, with 8-inch piston valves, enabling efficient steam distribution across the three 18.5-by-26-inch cylinders while optimizing the locomotive's compact layout.[1] Design work on the prototype began in May 1936, culminating in an outline drawing by July of that year, which incorporated a smaller boiler than the A3 class—based on the K2 design with a maximum diameter of 5 feet 6 inches—but featured three-cylinder drive for improved adhesion on steep grades.[4] The initial boiler pressure was set at 180 psi, providing a superheated heating surface of 1,731.6 square feet and a grate area of 27.5 square feet, which balanced power output with the locomotive's weight distribution.[1] Key features unique to this prototype phase included 5-foot-2-inch driving wheels, selected to achieve a balance between speed capability and tractive effort for mixed services, and a leading pony truck with 3-foot-2-inch wheels and a 6-foot-7-inch swing radius to enhance stability on sharp curves.[4] Engineering calculations targeted a tractive effort of approximately 33,000 lbf at the initial 180 psi pressure, sufficient to handle 300-ton trains over the West Highland Line's gradients, including sections as steep as 1 in 40.[1] These design choices were driven by the route's challenging terrain, necessitating robust adhesion and pulling power without banking assistance.[7] The frame was extended 5 inches longer than the K3 predecessor to accommodate the pony truck and ensure overall stability.[1]Construction
Prototype Construction
The prototype LNER Class K4 locomotive, numbered 3441 and named Loch Long, was ordered in 1935 under provisions made by the Joint Traffic & Locomotive Committee for the West Highland Line requirements.[1] Construction commenced at Darlington Works,[8] where it was completed in January 1937, incorporating design adaptations such as a total heating surface area of 1,731 square feet, including a superheater area of 310 square feet, and careful weight distribution to adhere to the maximum axle load limit of 19 tons 17 hundredweight.[1] Upon completion, No. 3441 was transferred to Eastfield depot in Glasgow for allocation, where it underwent five weeks of crew training before entering regular service in early March 1937.[4][8] Initial trials of the prototype focused on the challenging gradients and curves of the West Highland Line, where it demonstrated capability in hauling substantial loads, including 300-ton trains to Fort William without assistance.[1] During these tests, observers noted vibration issues at higher speeds, attributed to the conjugated valve gear arrangement for the inside cylinder, alongside tendencies for the middle big-end bearing to overheat on extended runs.[4] These early evaluations confirmed the locomotive's potential for the route while highlighting areas for refinement in subsequent builds.[1]Production Batch
Following the successful trials of the prototype K4 locomotive, which demonstrated its capability on the West Highland Line, the London and North Eastern Railway (LNER) authorized the construction of five additional units to meet ongoing freight demands on the route.[1] These production locomotives were built at Darlington Works[8] between July 1938 and January 1939, incorporating minor refinements over the prototype, including an increase in boiler pressure from 180 psi to 200 psi for enhanced performance.[1] The design retained the core features of the class, such as the three-cylinder arrangement with Walschaerts valve gear on the outer cylinders and Gresley conjugated gear for the inside cylinder, while using standardized components like the K3-type cylinders and a Diagram 110 boiler.[4] The production batch consisted of locomotives numbered 3442 to 3446, each named to evoke Scottish heritage in line with the West Highland theme. Details of the batch are summarized below:| LNER Number | BR Number | Name | Build Date |
|---|---|---|---|
| 3442 | 61994 | The Great Marquess | July 1938 |
| 3443 | 61995 | Cameron of Lochiel | December 1938 |
| 3444 | 61996 | Lord of the Isles | December 1938 |
| 3445 | 61997 | MacCailin Mor | January 1939 |
| 3446 | 61998 | MacLeod of MacLeod | January 1939 |
Technical Specifications
Power and Dimensions
The LNER Class K4 locomotives featured a 2-6-0 wheel arrangement, with leading wheels measuring 3 ft 2 in in diameter and coupled driving wheels of 5 ft 2 in, designed to accommodate the light rail infrastructure of the West Highland Line while providing adequate adhesion for steep gradients.[1][3] The locomotives measured 62 ft 6 in in length over the buffers, with a locomotive weight of 68 tons 8 cwt and a tender weight of 44 tons 4 cwt for the standard 3,500-gallon tender; the maximum axle load was restricted to 19 tons 17 cwt to suit route limitations.[1][4] Power was derived from three cylinders, each 18.5 in by 26 in, driving the coupled wheels via Walschaerts valve gear on the outside cylinders and Gresley derived motion for the inside cylinder.[1][3] The boiler operated at a pressure of 200 psi after an increase from 180 psi in 1937, yielding a tractive effort of 36,598 lbf at 85% cutoff.[1][8] Heating surfaces included a grate area of 27.5 sq ft and a total heating surface of 1,731.6 sq ft (evaporative heating surface: 1,422 sq ft; superheater: 310 sq ft).[1][3]Modifications and Performance
Following the initial deployment of the prototype K4 locomotive in 1937, several modifications were implemented across the class to enhance reliability and suitability for the demanding West Highland routes. The boiler pressure was raised from 180 psi to 200 psi in June 1937, increasing the tractive effort from 32,939 lbf to 36,599 lbf and improving power output without exceeding adhesion limits.[1] Between 1937 and 1940, all six locomotives received adaptations for small snowploughs, consisting of brackets fitted to the running plate above the draw-hook and corresponding holes drilled in the buffer beam to accommodate the plough when not in use.[1] Additionally, spark arresters were installed on the remaining units in April and May 1947 to mitigate fire risks associated with low-grade coal on forested sections of the line.[1] In terms of performance, the modified K4s demonstrated robust capabilities, hauling 300-ton trains at speeds up to 60 mph on level track while managing the steep gradients and curves of their primary routes without banking assistance.[8] However, the three-cylinder arrangement with Gresley conjugated valve gear for the inside cylinder led to noticeable vibration at higher speeds on straighter sections, attributed to the divided drive dynamics between the outside and inside cylinders. This issue was partially addressed in the 1938 production batch through refined balance weights in the driving wheels, reducing hammer blow and improving stability.[1] Maintenance presented ongoing challenges, particularly with the conjugated valve gear system, which suffered frequent wear on the middle big-end bearing and pin joints due to ash accumulation and the complexity of synchronizing the inside cylinder's motion with the outside pair. This resulted in higher downtime and repair costs compared to simpler two-cylinder classes like the Thompson B1, often requiring more intensive overhauls and contributing to the class's eventual displacement by more reliable designs.[1][9] The locomotives were equipped with corridor tenders offering a water capacity of 3,500 imperial gallons (some later extended to 3,700 imperial gallons) and coal capacity of 5.5 long tons, supporting extended runs on mixed traffic duties with only marginal improvements in fuel efficiency over the earlier K2 class—typically showing small reductions in coal and water consumption per mile due to the larger grate and optimized steaming.[4][8]Operations
West Highland Services
The LNER Class K4 locomotives entered service on the West Highland Line in 1937, with the prototype No. 3441 completed at Darlington Works in January of that year and entering service on 28 January, initially allocated to Eastfield depot in Glasgow.[1] Designed specifically for the challenging terrain, they primarily hauled passenger trains between Glasgow and Mallaig via Fort William, as well as freight services on the line, demonstrating their capability on routes including the steep approaches to Glenfinnan.[1][4] During the late 1930s and through the 1940s, the K4s reached peak utilization on the line, powering both regular services and tourist specials to Mallaig amid growing popularity of the scenic route.[1] Allocated to Eastfield shed in Glasgow, with operations based at Fort William, they operated effectively until 1947, when Thompson B1 locomotives began displacing them from the Glasgow to Fort William section, shifting the K4s toward the Mallaig extension.[1] To enhance winter reliability on the snow-prone line, all six locomotives were fitted with small snowploughs between 1937 and 1940.[1] The K4s excelled in performance on the West Highland's demanding gradients and curves, hauling 300-ton loads to Fort William without assistance after boiler pressure modifications in 1937, and largely eliminating the need for double-heading that had been common with predecessors on heavier trains.[4][1]Other Deployments
Following the initial success of the K4 class on the West Highland Line, their operational scope expanded during the 1950s to include locations such as Edinburgh, Perth, Forfar, Ayr, and Tweedmouth.[4] By 1947, the introduction of Thompson B1 class locomotives displaced the K4s from primary passenger duties on the West Highland route, leading to their concentration on goods workings there before broader reallocation.[1][4] The arrival of the Thompson/Peppercorn K1 class in 1949 further reduced K4 utilization, as the newer locomotives were preferred for mixed traffic roles due to improved reliability without the middle big-end issues of the K4 design.[1][4] In December 1959, the five remaining K4s were transferred to Thornton Junction shed in Fife for goods train duties, marking a shift to lighter eastern operations ahead of dieselization.[1][4]Numbering and Rebuilds
Numbering Changes
The LNER Class K4 locomotives were initially numbered 3441 to 3446 upon their construction between 1937 and 1939.[1] These engines carried evocative names inspired by Scottish lochs and Highland clan chiefs: 3441 Loch Long, 3442 The Great Marquess (originally MacCailein Mor), 3443 Cameron of Lochiel, 3444 Lord of the Isles, 3445 MacCailin Mor, and 3446 MacLeod of MacLeod (originally Lord of Dunvegan).[1] The names reflected the class's primary assignment to the challenging West Highland route, emphasizing their cultural and geographical ties to Scotland.[4] In 1946, as part of Edward Thompson's comprehensive renumbering scheme for the LNER fleet, the surviving K4s (excluding the rebuilt 3445) were reassigned to the 1900 series to consolidate mixed-traffic classes into logical blocks.[1] This resulted in the numbers 1993 to 1996 and 1998, with the original names retained on the nameplates.[1] The scheme aimed to streamline maintenance and operational records amid wartime disruptions and post-war rationalization efforts.[10] Following nationalization in 1948, British Railways (BR) adopted the LNER's 1946 numbering with a 60000 prefix for ex-LNER locomotives, assigning the K4s to 61993–61996 and 61998.[1] The names continued to be displayed into the early BR period, though some were eventually removed as standard practice shifted away from named engines in the 1950s.[4] These number changes often coincided with shed reallocations, reflecting evolving operational needs; for instance, in December 1959, the five active K4s, including 61993, were transferred to Thornton Junction shed (along with Dunfermline Upper) for goods duties in Fife, marking a shift from their Highland origins.[4]| Original LNER No. | 1946 LNER No. | BR No. | Name |
|---|---|---|---|
| 3441 | 1993 | 61993 | Loch Long |
| 3442 | 1994 | 61994 | The Great Marquess |
| 3443 | 1995 | 61995 | Cameron of Lochiel |
| 3444 | 1996 | 61996 | Lord of the Isles |
| 3446 | 1998 | 61998 | MacLeod of MacLeod |