Union Pacific 4014, also known as the "Big Boy", is a steam locomotive owned and operated by the Union Pacific Railroad (UP) as part of their heritage fleet. It is a four-cylinder simple articulated 4-8-8-4 "Big Boy" type built in 1941 by the American Locomotive Company (ALCO) at its Schenectady Locomotive Works. It was assigned to haul heavy freight trains in the Wasatch mountain range.
Preserved American 4-8-8-4 locomotive
Union Pacific "Big Boy" 4014
Union Pacific Big Boy No. 4014 passes through Keller, Texas, on August 13, 2021
In 1959, the locomotive was retired from revenue service and donated to the Railway and Locomotive Historical Society in late 1961 and thereafter displayed in Fairplex at the RailGiants Train Museum in Pomona, California. In 2013, UP re-acquired the locomotive and launched a restoration project at their Steam Shop in Cheyenne, Wyoming. In May 2019, No. 4014 moved under its own power for the first time after sitting dormant for almost six decades, becoming the world's largest operational steam locomotive. It now operates in excursion service and hauls revenue freight during ferry moves.[5] In 2021, No. 4014 became the first mainline steam locomotive to be equipped with the positive train control (PTC) system.
The Big Boy class was developed by Union Pacific's (UP) chief mechanical officer Otto Jabelmann and built by the American Locomotive Company (ALCO) in the 1940s to handle the 1.14% eastbound ruling grade of the Wasatch Range.[6] Jabelmann determined that his goals for the new class could be achieved by making several changes to the existing 4-6-6-4 Challenger design: enlarging the firebox to about 235 by 96 inches (5.97m ×2.44m) (about 155sqft or 14.4m2), lengthening the boiler, adding four driving wheels, and reducing the diameter of the driving wheels from 69 to 68in (1,753 to 1,727mm).[1][6]
The Big Boy was articulated like the Mallet locomotive design, although without compounding.[7] It was designed for stability at 80 miles per hour (130km/h), allowing for a wide margin of reliability and safety, as steam locomotives normally operated well below that speed in freight service.[8] Peak horsepower was reached around 35mph (56km/h); optimal tractive effort was reached around 10mph (16km/h).[8] It is longer than two city buses and weighs more than a Boeing 747.[9]
Revenue service and retirement
UP No. 4014 on static display at the RailGiants Train Museum in Pomona, California, in 2005
ALCO built No. 4014 in November 1941 at a cost of $265,174 and delivered it the following month to Union Pacific, where it was placed in revenue service.[1][6] No. 4014 was part of the first group of 20 Big Boys, classified as 4884-1.[4] Designed to haul 3,600-short-ton (3,214-long-ton; 3,266t) freight trains over Utah's Wasatch Range, No. 4014 and the other 24 Big Boys routinely pulled freight trains of up to 4,200 short tons (3,750 long tons; 3,810t).[1] On April 2, 1943, it was trialed to pull 65 freight cars between Ogden, Utah and Evanston, Wyoming, with a total of 5,530hp (4,120kW).[10] No. 4014's last routine repairs took place in 1956.[11]
No. 4014 completed its final revenue run on July 21, 1959, just hours before the last revenue run by any Big Boy.[1] It had traveled 1,031,205 miles (1,659,564km) during its twenty years of revenue service.[1][6] Union Pacific retired No. 4014 on December 7, 1961.[8] All of the remaining Big Boys were retired by 1962, when their duties were taken over by diesel locomotives and gas turbine-electric locomotives (GTELs).[1][12] That same year, Union Pacific donated No. 4014 to the Southern California chapter of the Railway and Locomotive Historical Society in Pomona, California, where it became one of the eight Big Boys preserved around the United States.[8][13][lower-alpha 1]
Ownership transfer
Union Pacific SD70Ms Nos. 4014 and 4884 haul Big Boy No. 4014 over the Cajon Pass to Cheyenne, Wyoming, for restoration.[14][lower-alpha 2]
In late 2012, Union Pacific officials announced that they would obtain a Big Boy locomotive, restore it to operating condition, and use it in excursion service.[17]
On July 23, 2013, the Southern California chapter of the Railway and Locomotive Historical Society agreed to transfer ownership of No. 4014 back to Union Pacific.[18][lower-alpha 3]
On November 14, 2013, No. 4014 began its journey to the UP Steam Shop in Cheyenne.[21][22] It was pulled from its display site at the museum, on temporary track, to the adjacent parking lot.[21][22] On January 26, 2014, No. 4014 was pulled from the Los Angeles County Fairplex to the Covina station on Metrolink trackage by No. 1996, an SD70ACe diesel locomotive painted in Southern Pacific colors.[23] It presently arrived at UP's West Colton Yard in Bloomington, California,[24] where it sat on display until April 28, when it began its journey to Cheyenne.[14] After arriving at the Steam Shop's roundhouse on May 8,[25] No. 4014 sat largely idle for two years while the UP steam crew worked to overhaul No. 844.[26][27] The Steam Shop also used the time to expand and upgrade its facilities to accommodate a Big Boy.[28]
Restoration
One of No. 4014's driving wheels on the lathe at the Strasburg Rail Road's workshop in 2017
In August 2016, a month after No. 844's repairs and inspection were complete, UP officials announced that the restoration work of No. 4014 had begun under Heritage Fleet Operations director Ed Dickens.[29][30] By early 2017, the locomotive had been completely disassembled.[31] Some new parts were fabricated, including the rod brasses, top boiler check valve and lubricator check valves.[31] The driving wheels were sent to be repaired by the Strasburg Rail Road in Strasburg, Pennsylvania for crankpin and axle work as well as installing new tires.[32][33]
The work included one major alteration: converting the coal-burning locomotive to run on No. 5 fuel oil.[8] This was done by replacing the firebox grates with a fire pan and an oil burner.[34] This made No. 4014 the first Big Boy to undergo a coal-to-oil conversion since No. 4005, which ran on oil from 1946 until it was converted back to coal in 1948 due to uneven heating in its large, single-burner firebox.[13][35] No. 4014's old firebox grates were salvaged and used on the Milwaukee Road 261 steam locomotive.[36]
In March 2018, it was reported that the process of putting the locomotive back together had begun;[34] ten months later, the locomotive's restoration was nearly finished.[37] In December 2018, Union Pacific asked the Federal Railroad Administration (FRA) to exempt UP Nos. 4014 and 844 from federal Positive Train Control (PTC) requirements;[38] in February 2019, the FRA officials responded that such waivers were not needed.[39] On February 6, 2019, No. 4014's boiler passed a hydrostatic test and the locomotive was successfully test-fired on April 9.[40][41][42] Around 9 p.m. on May 1, 2019, No. 4014 moved under its own power for the first time in almost 60 years.[43] The following evening, the locomotive made its first test run, from Cheyenne to Nunn, Colorado.[44]
Upon the completion of the restoration, No. 4014 joined the railroad's never-retired No. 844 steam locomotive in excursion service.[45][46] No. 4014 also became the world's largest operational steam locomotive, displacing (and later replacing) No. 3985, which was in poor mechanical condition at the time No. 4014 was restored to operation.[47][lower-alpha 4][lower-alpha 5]
In May 2019, No. 4014 made its first excursion run amid the celebrations marking 150 years since the completion of the First transcontinental railroad.[33][53][54] Following its May 4 christening at the Cheyenne Depot Museum, No. 4014 — doubleheaded with No. 844 — traveled to Ogden, Utah.[54][55][56] No. 4014 subsequently made two tours on its own.[57][58] From July 8 to August 8, it visited the Midwestern United States,[57] including brief stops at Saint Paul Union Depot and the Lake Superior Railroad Museum;[59][60] it then toured the Southwestern United States from September 27 to November 26.[58]
On April 11, 2022, UP originally announced that No. 4014 would tour the Northwestern United States, starting on June 26 in commemoration of UP's 160th anniversary,[61] but the tour was cancelled on April 22 so UP could reduce supply chain congestion.[62] In late July, No. 4014 pulled the Museum Special excursion between Cheyenne and the Denver Union Station to benefit the Union Pacific Railroad Museum.[63][64]
Surviving tender No. 25-C-116 was connected with 4014 and placed on display at Fairplex (RailGiants Train Museum) in Pomona, California. The tender was connected with No. 4014 for 55 years.
On April 10, 2019, the diesel locomotive numbered 4014 was redesignated as 4479 on the UP active locomotive roster, allowing the "Big Boy" to retain the number.[15][16]
On February 22, 2014, UP EMD SD40-2C No. 3105 (née Missouri Pacific No. 6027), UP insulated boxcar No. 453665, and bay window caboose UP No. 24567 (née Rock Island No. 17149) took No. 4014's place in the museum.[19][20]
In January 2020, Union Pacific officials announced that the UP Steam Team would operate just two steam locomotives—Nos. 844 and 4014—and would retire No. 3985, which was in poor mechanical condition.[47][48] In April 2022, UP announced that it would donate No. 3985 to the Railroading Heritage of Midwest America (RRHMA).[49][50]
No. 3985's original tender, No. 25-C-311, is connected to No. 4014 to meet the restoration deadline.[48][51] In May 2022, the RRHMA planned to rebuild No. 4014's original tender, No. 25-C-116, to carry fuel oil instead of coal.[52] Afterwards, it will eventually be reconnected with No. 4014 and the No. 25-C-311 tender will be reconnected to the No. 3985 locomotive.[52]
References
"Union Pacific No. 4014"(PDF). RailGiants Train Museum. The Railway and Locomotive Historical Society, Southern California Chapter. August 2014. Archived from the original(PDF) on July 30, 2016. Retrieved April 30, 2019.
"Big Boy No. 4014"(PDF) (Press release). Union Pacific. Archived from the original(PDF) on August 30, 2016. Retrieved May 4, 2019.
Glischinski, Steve (August 21, 2013). "Big Boy story began in 1940". Trains. Kalmbach Media. Archived from the original on October 25, 2021. Retrieved October 9, 2022.
Morrison, Tom (2019). The American Steam Locomotive in the Twentieth Century (1sted.). McFarland & Company. pp.533–534. ISBN978-1-4766-6582-5.
Keefe, Kevin (January 17, 2020). "The Challenger at high tide". Classic Trains. Kalmbach Media. Archived from the original on May 11, 2021. Retrieved June 23, 2021.
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