anagement LIBRARY OF THE UNIVERSITY OF CALIFORNIA. RECEIVED BY EXCHANGE Class , - ', we K$b LECTURES DELIVERED BEFORE THE STUDENTS OF Purdue University IN RAILWAY ENGINEERING AND ALLIED SUBJECTS. 1897-98. OF THE UNIVERSITY OF LAFAYETTE, INDIANA, MARCH, i8q8. PREFACE. American railways are entering upon a period of development the conditions of which are more exacting than any they have hitherto experienced. With an enormous expansion in the volume of traffic, with a demand for increased speed and the consequent necessity for attention to the ques- tion of safety, and with an ever-increasing com- petition, there is need for the highest possible efficiency in every department of railway service, and, consequently, a demand for men who are thoroughly trained for the service they are ex- pected to render. In the future many of these men will come from the technical schools, and for this reason it seems desirable that these schools arrange courses which shall have special refer- ence to the requirements of such service. Purdue University has for several years offered work covering a considerable variety of railway 1398. 15 IV subjects, but recently, to provide more perfectly for the railway interests, the plan of work hitherto existing has been revised, new subjects have been added, and as a logical outgrowth of this process of extension and organization, a department of railway engineering and management has been formed. The work of the new department is sustained by all of those instructors who have hitherto been identified with the railway subjects given at Pur- due, and by others who have reinforced the old organization. But it was realized at the outset that the school could not attain the highest success unless we could bring to our aid the services of those who are in daily contact with the actual problems aris- ing in the practical operation of the railways. Some of the most prominent railway men in the country were appealed to, and they readily agreed to lend their aid to the enterprise. As a result we were enabled to supplement the work of the regular corps of professors by a series of lectures delivered by men high in their profes- sion, representing different departments in the organization of railways, and by others versed in railway law. The lectures were found to be of such great value that it was deemed best to pre- serve them in permanent form ; hence this vol- ume. CONTENTS. Page I. " Problems in the Management of a Railway System," i J. T. BROOKS. Second Vice-Presldent Penn. Lines West of Pittsburg. II. "Railways: Their Past, Present and Future," 61 MELVILLE E. INGALLS, President of the Big Four System, Cincinnati. III. " The Mutual Obligations of Railroad Corpor- ations and the People," 85 JOHN W. NOBLE, Ex -Secretary of Interior, St. Louis, Mo. IV. " Relation of Railways to the State," 155 ADDISON C. HARRIS, Attorney at Law, Indianapolis. V. " Railroads and the People," 177 ADDISON C. HARRIS. VI. " Railroads and Their Servants," 199 ADDISON C. HARRIS. VII. "Reminiscences of a Locomotive Engineer" (omitted) 225 ANGUS SINCLAIR, Editor Locomotive Engineering, New York City. VIII Page VIII. " Business Problems of the Motive Power De- partment," 227 ROBERT QUAYLE, Supt, Motive Power and Machin- ery, C. & N. W. R'y Co., Chicago. IX. "Experiences in the Motive Power Depart- ments of Railways" (omitted) 265 GODFREY W. RHODES, Supt. Motive Power and Machinery, C. B. & Q. R'y Co., Aurora, III. X. "Signaling," 26 7 FREDERIC A. DELANO, Supt. Freight Terminals, C. B. & Q. R'y Co., Chicago. XI. " Car Designing and Construction," 33 ARTHUR M. WAITT, General Master Car Builder, L. S. & M. S. R'y Co., Cleveland. I. PROBLEMS IN THE MANAGEMENT OF A RAILWAY SYSTEM. JOHN T. BROOKS. YOU wish to know something of the prac- tical management of railways. I might ask, How is a university or a shop man- aged ? Universities and shops are not all man aged alike, neither are all railways. The man- agement of railways, as of shops and universities, depends on the amount of work they have to do and the kind of men who manage them. 'A sys- tem which controls large mileage and a large vol- ume of traffic naturally requires more diversified and thorough organization than one whose mileage and traffic are small. When the business of a railway is not too large, an intelligent, energetic President, aided by proper assistants, may direct all its affairs ; but there are few railways whose affairs can be so managed. Generally speaking, the railway of to-day is a combination of several lines ; its traffic is large ; its business is closely blended with that of other lines ; its income is affected by the operation of rival lines. Hence arises the necessity of organization ; a classifica- tion of duties, and a general supervision of policy by a principal executive officer, details being man- aged by associates, each responsible for the opera- tion of his own department. The success of railway administration depends on two principal factors : wise policy, careful at- tention to details. Herein is apparent the neces- sity of wise men in control. The measure of their wisdom is the measure of success of the railway. The railway system of the United States is the product of evolution. First, in the mode of creation. Originally rail- way companies were created by special charter. This means that a State Legislature enacts a law declaring that the persons therein named, their 3 successors and assigns, are made a corporation, with power to build, operate and maintain a rail- way between designated points ; other specific powers being granted, such as the applicants for the charter wish to have, or as the law-making power is willing to grant. Two evils resulted from this mode of creating a railway corporation ; first, applicants for a charter wished to obtain special and valuable privileges, for which in many cases, they were willing to pay money. Hence resulted bribery of law-makers and sacrifice of public interests. Next, special laws creating rail- way companies were necessarily of great length ; they conferred generally the same powers and privileges ; as applications for charters became numerous, and were generally granted, the statute books became swollen to large size and many vol- umes. Thereupon constitutions were adopted in most States requiring all corporations to be created under general laws, and forbidding special powers to be given to any. Thus a system of laws re- lating to railways has been developed in nearly every State, prescribing in general terms the 3 4 mode in which all companies must be created, and the powers which all may enjoy. A corpo- ration is spoken of as a creature of law ; also as a legal entity. These terms are sometimes con- fusing. A corporation is a number of persons associated together for some purpose recognized by law, and permitted by law to do certain things on certain conditions. The privileges granted to persons thus associated, aside from the special object of their association, are chiefly these: They may transact business under one name, selected by themselves ; they may sue and be sued in that name, and they and their successors and assigns may continue to do business for a long period or forever. The death of one member does not, as in case of a partnership, terminate the corporation. The powers and privileges en- joyed by railway companies are called franchises. This word is a mystery to many people. A fran- chise is merely a right, conferred by law, to do or have some particular thing. The second step in the evolution of the railway system, consists in consolidation and the acquisi- 5 tion of additional lines. I have said that origi- nally a railway company is created to build and operate a railway between designated points, as between "A" and "B." So great has been the multiplication of railways in modern times, so fierce has been the rivalry between them, so great has been the necessity of giving the public the best service at the lowest possible cost, that laws have been enacted from time to time, permitting one railway company to lease, operate or buy ad- ditional railways ; also permitting two or more railway companies to consolidate and become a single company. There can be no question that the policy which permits consolidation of railway companies is a wise one. Passengers and freight can be carried long distances without change of cars, in quicker time, and at less cost ; yet many people fear large railway companies, and believe newspapers and stump speakers, who say that these large companies are a menace to the people. There is no ground whatever for this fear. A large railway company has no other or greater powers than a small one. A large company does 5 more business than a small company, but both do the same kind of business, in the same way. You can bring a large company into court, before a Justice of the Peace or an Alderman, as easily and as surely as a small one. No railway corn- pan}- however large, dares disobey the order of a magistrate. If it be said that a large railway company, in receipt of a large income, can bribe public officials, more easily than a small company, two answers may be given : First, elect officials who can not be bribed ; the people always have this remedy in their hands. Second, the resources of a small railway company are ample to bribe an official, if he is willing to be bribed. The millions of a large corporation are not needed for this pur- pose. Put these facts to the next man you hear talking of the danger of large railroad combina- tions. The third step in the evolution of the railway system is the object for which a railway is con- structed. Years ago, railways were built because they were needed. People wanted easy access to markets where they wished to buy or sell ; 7 they subscribed money, applied it as far as it would go, and borrowed what was needed, to com- plete the railway. In modern times, many rail- ways are built not because they are needed, but because certain men wish to make money by building them. They win or lose in proportion as they induce the public to buy the stocks and bonds they issue. It has long been the policy of the law to limit the amount of stock and bonds a railway company may issue, to the necessary and reasonable cost of construction. But the law has not yet become wise enough to limit the amount which may be issued for the purchase of a rail- way. Hence, the exploiters of balloon railways organize two companies : First, a railway com- pany ; second, a construction company. Then, as a railway company, they contract with them- selves as a construction company, and agree, as a railway company, to issue a certain amount of bonds and stock, and deliver all these bonds and stocks to themselves, as a construction company, to pay for building the railroad. There is no re- lation whatever, between the cost of the railway 8 and the amount of bonds and stock they take for building it, except that universally the latter largely exceed the former. These promoters sel- dom expect to make money by operating the rail- road. If they succeed in selling to an ignorant public the bonds and stock they have issued, then in a short time the public loses its money ; or if the promoters do not succeed in unloading on the public their bonds and stocks, then the loss falls on themselves, and they have their railroad and their pains for nothing. A railway once built, though yielding nothing to its owners, is seldom destroyed. It passes from one stage of reorganization to another, always on a downward scale, until it reaches a level where its income may be sufficient to keep it in opera- tion. Meanwhile, in its efforts to avoid repeated bankruptcy, it cuts rates, carries passengers and freight at a loss, and in the process impoverishes and sometimes destroys the value of other railway properties. Public opinion in this country has not yet reached the stage of protecting people who have 8 9 invested their money in railways which serve the public, by preventing the construction of new rail- ways which are not needed. But people will some day see the folly of permitting speculators to take other men's land and encumber streets and high- ways with a useless railroad, merely to make money for themselves ; and some day they may think it wise to protect the public against worth- less railway stocks and bonds, as they now protect it against quack lawyers, doctors, foods and medi- cines. The functions of a railway company are two- fold : First, to serve the public by carrying people and freight ; second, to yield income to its owners by doing so. The public, no less than railway officials, often lose sight of the mutual duties and responsibilities which come of this relationship. The public should be well served by railway com- panies. This means that trains should be moved safely, punctually and at reasonable rates. On the other hand, the public should allow capital thus employed in its service to receive fair in- come. How many persons ever think of this? IO Hostility to railways has come from a variety of sources : First, the owners of a railway are usually numerous, widely scattered and unknown. Hence, in dealing with it, the public loses the sense of personal relationship which is usually observed in dealing with individuals. Men are often re- strained from doing wrong to an individual, because he is personally known, or they know that incon- venience, loss and possibly ruin, would follow their wrongful act. On the other hand, the shipper who gives false weights, the passenger who sneaks his way on a train, the tax commissioner who levies an intolerable assessment, the law-maker who in one session adds to the expenses and cuts down the income of railways, the jury that gives ex- cessive damages against a railroad company, re- gard the particular theft or award they are guilty of as a mere moiety compared with the gross earn- ings of a railway company. They have no idea of injurious, personal loss ; nor do they consider that the number of shippers, passengers, tax offi- cials and juries who are doing precisely as they are doing is infinite, and the result to railways destructive. 10 II Next, railways, by reason of the large capital they represent, the magnitude of their operations, the vast number of persons employed, create a jealousy of their operations which is distinctly human. The personal friendship which subsists between employer and employe when they work "side by side, is wanting in the case of a railway company. In the earlier period of railways, their officers were sometimes arbitrary, inconsiderate and unjust ; their employes were often careless, impudent and rude. If freight was delayed, dam- aged or lost, a long time elapsed before compen- sation was paid. When persons were injured, managers did not accept the theory of the injured party, hence arose mutterings, law suits, and re- vengeful feelings. Persons involved in these various mishaps did not make fine distinctions as to their causes. If brakemen were insolent, the passenger did not consider that when employes are counted by thousands it is impossible to se- cure a gentleman in every employe. Shippers did not consider that human beings serving as rail- way employes make mistakes the same as other ii 12 men ; nor the more important fact, that when claims for damages amount to thousands, each must be adjusted in the order of presentation. Gradually railway companies have emerged from the feudal stage of administration ; competi- tion has made their managers less arbitrary ; or- ganization has secured promptness in settlement of claims ; experience has taught that railway companies have many points to overcome before they have an even chance. with a private individ- ual before a jury. The result is that under wiser policies huvsuits diminish in number, settlements without suit increase, and the causes of prejudice gradually disappear. In the practical administration of a railway the daily object in view is the same as in any other kind of business increase earnings ; reduce ex- penses. Formerly, when railroads were local af- fairs, with limited mileage and traffic, the Presi- dent was usually a prominent business man, banker, lawyer or capitalist. In those days busi- ness- came unbidden to the company. All the lat- ter had to do was to exercise judgment on ques- 12 13 tions of policy, aided by experts in matters of construction, operation and traffic. These primi- tive methods have gradually given way to changed conditions. Railways have multiplied, extended, consolidated ; separate lines have been amalga- mated into a single system. There is hardly a fractional point of the compass to which one or more railways is not directed ; traffic no longer flows in natural channels. It is invited, solicited, bought and fought for. Under these conditions, organization, classification, subdivision of duty is the order of the day. Each department has its specially trained employes, most of them having spent their lives in railway service. Every year the management and operation of railways be- comes more and more a distinct, technical profes- sion. A majority of railways derive from one-half to three-fourths of their earnings from freight traffic. A few, leading to summer and winter resorts or between large cities, find their main income in passenger traffic. In any event, modern condi- tions require a freight department and a passenger 13 department to secure traffic ; an operating and maintaining department to haul the traffic ; a treasury department to receive and keep the money that is earned ; an accounting department to show whence the money comes and whither it should go, and a law department to give daily and hourly advice, prepare deeds, contracts and mort- gages, and especially protect the company's rights when the same are involved in litigation. For the purpose of securing traffic the freight and passenger departments are conducted on a basis similar to that of wholesale commercial houses. Territory in which the system is located, territory beyond either terminal and on either side of the main line, is divided into districts, each" in charge of division agents, each supplied with solicitors for traffic,who travel from town to town, from city to city, and in cities from house to house, in search of persons who wish to travel or haw something carried. This army of men working to. secure traffic is in hourly communication with superior officers by mail, telegraph and telephone. The typical passenger agent persuades people to 14 15 travel by his line who neither wish nor need to travel. The typical freight agent represents a line which carries so safely, swiftly and cheaply ahead of all competitors that even dead freight rejoices in the prospect of traveling over it. Sometimes the cost of securing traffic exceeds all income that is derived from carrying it. Closely allied to the question of earning money is the question of earning it at least possible cost. Herein are involved matters of operation and main- tenance. The pole star of train movement is high speed and safety. Transportation is merely means to an end. A person at A. has business at B.; lu- wants to go from A. to B. as fast as he can and get back as soon as he can, but he wants to go and come without injury. Freight traffic not wanted at A. is wanted at B. Capital invested in it is idle till it reaches destination. On the other hand, engines and cars are unproductive when not in motion, and the loss is great unless trains move safely. A thousand conditions are essential to secure speed and safety. It is not difficult to oret engines whose capacity for speed 15 i6 will meet the wishes of all. The obstacles are in the track, in grades which limit the speed of move- ment, in curves which increase the distance to be traveled. The nearer a track approaches a straight and level line the greater the possibilities of success in both speed and safety. But while a railroad once straight is always straight, a rail- road once level is not always level. Rain, frost, continuous and heavy pounding of trains perpetu- ally cause defects in the track. These defects must be perpetually repaired ; otherwise, costly engines and cars are injured, and liability to more costly accidents ensues. A good track is, there- fore, the indispensable condition of success. I have said that engines and cars are unpro- ductive when not in motion. Their profit is also diminished by slow movement; a small amount of equipment, efficiently handled, answers the purpose of a large amount inefficiently handled. In this connection, it is also important that cars should be quickly loaded and unloaded. The daily mileage of a freight car is an indication of the efficiency with which it is handled. A few 16 17 years ago, the average daily mileage of these cars on certain railways was between fifty and sixty miles ; on the same railways, it has declined in some instances to between twenty and thirty miles. Part of this reduction is due to poor man- agement ; a greater part is due to causes which can not be controlled. For want of adequate facili- ties at large cities or terminal stations, loaded and empty cars are detained days and even weeks, waiting to receive or discharge their burden. This evil is to some extent overcome by the mod- ern system of demurrage, under which a nominal charge of a dollar or two per day is made when cars are detained beyond a specified time. Speed and safety are not the only requisites of successful railroad operation. It is essential in movement of freight traffic, that the greatest pos- sible number of tons should be carried by each train. I think it may be said that the most inter- esting and complex problem in freight movement is to constantly increase the number of tons per train ; each train must have one engine and staff of men engineer, fireman, conductor, brakemen. (a) i8 It is easily seen that the more freight this outfit can safely carry, the greater is the profit. Ob- serve now what is developed in order to secure this important result. Large engines take the place of smaller ones ; a heavier load can be hauled over a light than a heavy grade ; there- fore grades are reduced to the lowest possible limit. To make this work effective, it is some- times necessary to reduce only the highest, or, as it is called, the ruling grade, to attain the desired level ; at other times, a number of lighter grades may be reduced, the number of cars or tons per train increased, and the increased load carried over the ruling grade by aid of an extra engine. Sometimes the expense of reducing grades is so great that in view of the amount of traffic, it is not profitable to change them. The expediency of the proposed change is determined by the civil engineer, who reports the cost of the proposed change, and the manager, who calculates what he can save by the increased tonnage per train. It is a pure question of mathematics, and, as I have said, an interesting and important one. 18 19 The larger engine needed to haul heavier trains calls for stronger bridges and heavier rails. The longer trains call for longer sidings ; main tracks are doubled and trebled ; additional right of way must be bought, freight stations and platforms must be enlarged. Time does not permit a closer examination of these details. Suffice it to say the brightest minds are ever on the alert to devise new means to in- crease the tonnage per train and reduce the cost of operation and maintenance. In this respect the highest encouragement is afforded to students of technical schools, like Purdue University. The graduate of one of these schools, armed with a diploma and clothed in overalls, can make rapid progress in a railroad shop and soon find a place where honorable employment and sure pay will attend him as long as health and life are spared. The maintenance of track is no longer, as form- erly, confided to supervisors who have been used to pick and shovel, and accustomed to work and direct by the rule of thumb or jolt. That most important work is now performed by trained civil 19 20 engineers, who bring to their daily task the best and latest methods of their profession. A railway company having effected plans to secure traffic and carry it cheaply and safely, must next provide that the money earned shall be received and properly applied ; hence exist the accounting and treasury departments. The former tells whence every dollar of revenue should come and how it should be applied ; the latter receives and pays the cash. The operations of a railway are hardly less destructive than those of war. Materials are necessarily consumed daily as if they were cast into a fiery furnace. In spite of all precaution structures give away, trains are wrecked, prop- erty is injured, limb and life are destroyed ; wages accrue every day ; interest on bonds grows every day in the week and every hour of the day. Pay- ments on these accounts must be made every clay, and unless there is an inexorable system of se- curing daily the money which has been earned the movement of trains must cease. 20 21 The earnings of a railway company come from persons counted by tens and hundreds of thou- sands ; classification makes the problem simple. This army of persons is made up of passengers, shippers of freight, station agents, conductors ; also treasury officials who receive large sums due on interchange of business ; also on contracts with other railway companies, express and sleep- ing car companies and the government. Passen- gers must pay in advance for the service they receive, either in purchase of a ticket from the station agent, or in cash to the train conductor ; shippers of freight or consignees must pay for freight carried before it is delivered at destination. Conductors are required to deliver cash collected at the end of each trip ; station agents must remit each day the cash receipts of that day. By means of a thorough system of accounting the use of way bills, manifests, daily reports, etc., the accounting department can tell to a dollar how much money each station agent or other receiv- ing agent of the company should remit, and he is charged with that amount. Traveling auditors 21 22 call often and at unexpected times to examine the accounts of agents. Between these calls it is possible for an agent to manipulate his accounts, accumulate a considerable sum of money and run away with it. To protect the company in cases of this kind every receiving agent is required to give bond for good behavior. No ingenuity has yet been able to devise a perfect check on the accounts of a conductor who collects cash fares on a train. As railway systems become enlarged and the magnitude of their operations attracts public attention, railway employes naturally ac- quire a higher sense of duty and honor. To this cause equally with the thorough organization of the accounting department, which makes the dis- covery and punishment of dishonesty almost cer- tain, is to be attributed the success of railway companies in collecting their vast revenues. Hun- dreds of millions may be involvecf, and not a case of embezzlement occur in years. The relation of a law department to a railway company is so apparent that it is hardly necessary to define it. The law holds railway companies to 22 23 a high degree of responsibility, and with few ex- ceptions, makes them liable for acts of their em- ployes, and for the character and condition of track, tools, machinery and equipment. The high speed at which trains are moved causes accidents to employes, passengers and people and domestic animals on the track. The movement of heavy engines and cars in yards and on side tracks, the shifting, coupling and uncoupling of cars in making and dismembering trains, is a pro- lific cause of injury which can not be avoided. In spite of thorough organization and rigid rules for the inspection of track, engines, cars and ma- chinery, passengers and employes are injured. Freight is delayed, injured, stolen or destroyed. Passengers are ejected from trains. Defective culverts and drains cause water to accumulate on adjacent land. Sparks from engines kindle fire in adjoining fields; claims and suits for damages are always pending, based on the accidents and injuries enumerated. It is the duty of the law department to protect the company in cases of this kind. It also begins suits to condemn addi- 24 tional lands, to enforce the company's contracts, to protect it against unlawful taxes and assess- ments threatened by city, township, county and State authority. It assists in prosecution of per- sons who have committed crime against the property, employes and patrons of the company. It is also called upon hourly to prepare contracts, deeds, leases, mortgages, and to give advice to officers and employes in respect to their duties and the rights of the company. The organiza- tion of the law department of a railway company depends on the magnitude of the company's op- erations. Usually there is a general counsel, aided by assistants, clerks and stenographers at the general offices of the company, and the terri- tory in which the railways of the system are situated is divided into districts, each in charge of a regular solicitor. It is the duty of district solicitors to prosecute and defend in all civil causes arising in their respective districts, also to attend coroner's inquests when persons have been killed by trains ; also to represent the com- pany before city, township and county authorities 24 25 in matters where the company's interests are the subject of consideration. A prominent feature in a modern railway sys- tem is the department of claims. The destructive character of the operation of a railway creates so many claims for damage that it has been found expedient to establish a special department to ad- just these claims. To this department reports by wire and mail are promptly made of all cases of personal injury and death, in order that experts may at once investigate the cause of the accident, gather proof, name and address of witnesses, and in cases where the company is liable, arrange a speedy and satisfactory settlement. In many cities there are attorneys who give special attention to what are known as personal injury and death claims against railway companies. They read newspapers carefully to get early in- formation of railroad accidents. If persons are injured or killed they go or send an agent to the injured person, or in case of death, to the house of mourning, and offer their services to bring suit against the railway company. Sometimes they 25 26 go to the family of a deceased person before the funeral has taken place. Sometimes they begin suit for damages in behalf of persons who have net employed them. It is not surprising to know that attorneys like these rob their clients of from one-third to one-half of all they collect, charging for their unimportant services of a few hours as much as an injured person receives who spends the remainder of his life a cripple, or as much as a family receives which has been bereft of a hus- band or father. To guard against outrages of this kind the claim department, with its thoroughly equipped agents, makes speedy investigation of every accident, and in cases of liability promptly tenders compensation for the injury it has caused. By this arrangement those who have suffered in- jury receive compensation, avoid the exactions of attorneys, and the slow and vexatious course of legal proceedings. This work is both politic and humane, and tends to relieve railway companies of much of the prejudice which has arisen against them. 26 27 I have spoken of the classification of the busi- ness of a railway system and its distribution among various departments. Something remains to be said of the general policy of its management. Reference has already been made to the gradual enlargement of different systems of railways ; the 'large increase of mileage and the vast amount of capital involved in their operations. Several lead- ing railways have their eastern termini on the Atlantic coast line, and extending westward across several States, have western termini on the great lakes ; also on rivers which find an outlet in the Gulf of Mexico. Their operations are subject to control by State and Federal authority. They are in ceaseless competition with each other. Traffic of the same kind moves in opposite directions on the same line. Their own traffic at one point is in competition with the same kind of traffic at another point. This traffic is local, interstate and international, each demanding consideration pe- culiar to itself. These various lines are operated on unequal conditions. One has the longest dis- tance ; another has easier grades ; a third has. 27 cheaper fuel ; a fourth traverses a populous coun- try ; another has little traffic, except between terminal stations. Some have no rival lines at important centers of trade ; others have from two to a dozen competitors at one or more terminal points. One company is burdened with a heavy debt ; its rival has moderate interest charges. As a result of all these varieties of condition, the cost of moving traffic is not the same to any two com- panies. Except on rare occasions, the supply of railway service is largely in excess of the demand. Back of all is the ever a^ressive greed of the large shipper, whose custom every railway wants, and is given to the railway which will charge the least for its service. Every hour of the traffic manager's life is afflicted with news that a valued patron has been persuaded to ship by another line, or can be retained only by a deep reduction of rates, involving a loss of revenue to the railway company amounting to hundreds, thousands, tens of thousands and even hundreds of thousands of dollars in a single case. These troubles are inci- dent to the mere acquisition and preservation of 28 29 traffic ; they are incessant, corroding and destruc- tive ; they turn men's hair gray, smite them with palsy and drive them to early graves. In the intervals between losing traffic and buy- ing it back at deadly cost, how is the railway man- agement occupied? Lands must be bought for additional right of way and depot facilities. Ship- pers want side tracks to their elevators, ware- houses and shops ; coal operators, stone quarriers, furnace men want branch lines built ; connecting railways want a joint use of tracks and facilities ; weak holders of worthless railroads want to sell them ; new lines must be built to protect those already owned ; old employes want pensions ; myriads of outsiders want employment ; village councils want street crossings lighted ; city coun- cils want to pave streets, establish sewers, secure new railways and give bounties to manufacturers, largely at the expense of railways ; others de- mand change of grade of tracks, elevated tracks, viaducts, and sometimes order to destruction one kind of improvement they have ordered to be built, before it is paid for, to make way for another 29 30 which will better please their taste or gratify their revenge. People along the line want every con- venience at stations. Boomers of towns and cities want special train service. Lawmakers want to give everything that is asked for against railways, and men in every department of public service, village, city, county, State and Federal, want to ride free ; not all, but nearly all, and not merely for themselves, but for their families, friends and companions ; meanwhile, old debts are maturing and new bonds and mortgages must be created. Current interest and other obligations must be met. No one would expect that in this increase of burdens and decrease of income railways could continue to be solvent. I might with truth add that, except the security holders, no one would care ; and the fact justifies the expectation ; within two years last past more than twenty-five per cent, of the total railway mileage of the United States has been in the hands of receivers. To cap the climax, at a time when railroad property is most worthless ; when more than one-half the capital invested in railways is unproductive, there 30 3* are people who want to lay heavier burdens upon them, reduce still further their income, and in- crease the taxes which are levied upon them. The people of the United States- are just, and if they know the facts, they are not willing to be guilty of injustice. They will concede that capital honestly invested should yield reasonable income; especially are they willing that the man who serves them should be compensated for that serv- ice ; no one will deny that railway companies ren- der service to the public. They carry people, freight, express, parcels, newspapers and letters; no inconvenience can be imagined which would affect so large a body of people as that which would result if railway trains should cease to move. Burdens imposed by Legislatures, taxes levied by tax commissioners would not be excessive if it were known that these burdens and taxes were too severe. Law-makers would not reduce the income of railways, nor would they forbid railway companies to make arrangements with each other t<> protect their income, if they believed the income so protected were necessary to properly operate 32 and maintain these railways, and, in addition, yield a fair dividend to stockholders. The fact is that, at this time, one-third of all railway bonds in the United States are in default of interest, and more than two-thirds of all railway stocks yield no divi- dend. The aggregate amount of these bonds and stocks in default is between five and six billion dollars, and every one of the railways is in opera- tion, serving the public, and more than half of them receiving no pay for the service. The blame of this situation rests not wholly on the public. The public can no more guarantee profit to all railways than to all mills or farms. Many railways were built, not because they were needed, but because exploiters wished to make money in building them. Others were built in good faith, but in bad judgment, hence predestined to bankruptcy ; nevertheless, railways built by exploiters and those built by men of bad judgment, no less than those which were built for an honest purpose and in good judgment, serve the public unceasingly, by carrying them and their freight, 33 their newspapers and their letters. What is the duty of the public toward them ? The first duty of the public towards railways is to deal with them with knowledge* not in ignor- ance ; with reason, not in prejudice. How many people know that recently twenty-five per cent, of the entire railway mileage of the country was in bankruptcy ? How many know that one-half the money invested in American railways yields not a cent to its owners ? This knowledge should, and will when it prevails, convince people that railways are not earning too much money. Many people believe that railway property is not taxed, or if taxed, not taxed enough. They learn this from newspapers and street talkers. Go to the Treasurer's office in any township, city or county in the State ; ask your servant, the Treasurer, what is the fact ; you ought to be willing to be- lieve him. If you think railway companies are earning too much money, go to another high serv- ant of yours, the Auditor of State ; ask him to tell you how many railway companies in the State have been bankrupt, how many pay dividends to (3) 33 34 stockholders and interest to bondholders ; ask him and ask the Governor to tell you if they think the railways in Indiana earn too much money, and if they say yes, ask them to specify what companies they refer to, and tell how much they earn and how much less they ought to earn. In this way you will get knowledge, and no longer act in ignor- ance. Prejudice is an intangible, impalpable, invisible enemy, most difficult to conquer ; a vague im- pression, derived from unworthy or unreliable sources. The longer it exists in the mind the stronger it becomes, and as it rests not in reason, but wholly in ignorance, you can not assail it with reason. There is no hope for the case unless it is willing to learn facts and become enlightened. A prejudice exists against railways. They are feared because times and conditions have consoli- dated them into large systems. But why do you fear a large railway more than a small railway ? Do you think a thousand miles of track under one control more formidable than a hundred miles, or ten ? Is a long train of cars more dangerous to 34 35 your liberties than a short train ? Is a spacious, airy, well furnished car a menace to your rights ? Surely danger does not lie in the number or length of rails, or trains, or the furnishing of a car. Do you fear that large railways will set themselves above the law or defy the courts ? Go to any Justice of the Peace in any township, in any State in which is situated the largest railway in America, ask that Justice of the Peace if he has any dif- ficulty in bringing that colossal railway company into his little forum ; he will answer, " Not a bit. I send the constable with a little piece of paper, telling the company to come before me and it comes." Ask any prosecuting attorney in any county in America whether he has any difficulty in indicting or punishing a railway company or employe for a crime ? He will tell you, " Not any more than in case of individuals." Do you fear the influence of large railway companies more than small companies in corrupting juries, public officials and law makers ? Ask any attorney in any county in America whether he knows of rail- way attorneys bribing juries, or whether it is dif- 35 36 ficult for a poor man to get a verdict against a great railway company ? He will tell you that it is easier for a camel to pass through the eye of a needle than for a large railway company to win a jury, verdict in any kind of a case. If you fear large railway companies more than small ones in their power to bribe public officials, consider whether there is really any difference between the two. A large railway company has no greater inclination to bribe than a small com- pany. The value of a local privilege which a railway company might wish to have, is no greater to a large company than to a small one. Neither does the vaster income or credit of the large com- pany count for more than the smaller income of the smaller company. If the small company is disposed to bribe, its smaller resources yield all that is needed to satisfy the corruptible official. When you have explored every source of your fear of large railway companies, you find at last that no greater danger is to be apprehended from a large than a small company. Each is managed by men of about the same stature, weight, ability 36 37 and sentiment, and the resources of each for the attainment of its wishes or protection of its rights are equal to the other. A prejudice exists against railway companies under the vague impression that railway stocks are watered, and on this prejudice rests a demand that railway rates be reduced. In other words, it is said the public is forced to pay higher rates than it should, in order that dividends may be paid on watered stock. If people will take time to learn the facts bearing on this question they will see that their claim is unfounded. What are the facts? First, 70 per cent, of all American railway stocks yield no dividend whatever. Sec- ond, the remaining 30 per cent, receives less than 4 per cent, per annum. Third, a considerable part of this 4 per cent, is not earned by the com- pany, but is paid by some other company, under contracts made years ago, when railways were few and the earnings of each railway were greater than now. Fourth, railway stocks are bought and sold hourly ; in many cases the owner of to- day was not the owner of yesterday. Now, bear- 37 38 ing in mind that the only proper objects of wrath on the part of the public, in relation to watered stock, are the men who issued it not the men who have since bought it what conclusion can we draw from the foregoing facts? First, that as to 70 per cent, of all railway stocks there is no just cause of complaint, whether watered or not, because the public does not pay dividends on that stock ; second, as to the remaining 30 per cent, on which less than 4 per cent, dividends are paid, a greater part of it is paid, not because it is earned, but because there is a contract which re- quires it to be paid. And, finally, there is no certainty, if railway rates should be reduced, and thereby reduce the dividend which is paid on one- thitd of the railway stocks from less than 4 to less than 3 or less than 2 per cent., that the blow would fall on those guilty of issuing watered stock. Therefore if the people reduce railway rates on account of watered stock, they act like a blind giant who swings a club in a crowd in his aim to strike one man by whom he has been hurt. 39 Certain railway stocks have been watered ; other stocks are thought to be watered, but in fact are not ; still other stocks are not watered, and are not supposed to be. Let the people know the situation and they will be fair. First. When boomers build railways not to operate, but to sell they proceed as stated above. They give a block of stocks and bonds to them- selves as pay for building a railway. The amount of these stocks and bonds has no reference to the cost of the railway. If the cost of con- struction and equipment, honestly incurred, ex- ceeds the amount of stocks and bonds issued, then there is no water in either stocks or bonds. Such a mistake on the part of the boomers has never been heard of. Usually (always so far as is known) they issue stocks and bonds largely in excess of the cost of building and equipping the road. This excess is water, and dirty water too. To avoid being injured by it, the public need not rob all railway companies who have acted in good faith. They can correct the evil by changing the law, which permits anybody to build a railroad 39 40 anywhere, and make the building of a railroad a question of public necessity, to be determined by disinterested public officials. Township roads, county roads, city streets, are not opened through private property nor cast upon the public for re- pairs, except on petition of certain persons and their necessity approved by proper public officials. Next, before anybody is allowed to build a rail- way, he should file in some public department sworn estimates of its cost, and be compelled, under heavy penalties, to limit the issue of stocks and bonds to its actual cost. Under such law we would have no watered railway stock. Second. When are railway stocks supposed to be watered, but are actually not watered? 1 answer, when such stocks are based on extensions and additions to an existing railway, and are paid for at cost out of earnings. A railway is built from A to B ; it has cost ten million dollars, honestly expended, for which five million in bonds and five million in stocks have been issued. No one complains of that. The railway begins operations, increasing traffic de- 40 41 mands additional tracks, lands and cars. Where shall the money be got to pay for these necessary additions? If additional bonds are offered at that early stage, they will sell at so low a figure that it is not wise to make the attempt. The stockhold- ers, at that early period, are not disposed to sub- ' scribe additional stock and pay in more money. If they were willing so to do, the most rabid enemy of railways would not complain of it. What then is to be done? The public clamors for increased facilities. It is not wise to sell bonds at a discount ; stockholders are not able or willing to make further advances of cash, but they are willing to do some- thing else which enables the public to have the increased facilities it demands. They say to the Directors of the company, make these desired improvements and pay for them out of surplus earnings ; meanwhile we will ask for no dividends. Five or ten years of this policy continues, and at the end of the period, ten additional million dollars have been expended and the railway is worth double what it was at first. The stockholders now say, we will take ten millions of stock to represent that addi- 42 tional value. Can stock so issued be called watered stock? Certainly not. Why? The public needed the additional facilities ; after they were made, the capacity of the road to do business and accommo- date the public was doubled, and the value of the property was doubled. If stockholders had sub- scribed for additional shares and paid for it monthly or quarterly as the work of extension proceeded, nobody would have thought of complaining ; or, if stockholders had drawn from the company divi- dends, and at once turned those dividends back to the company and received stock for it, no one would have complained. What difference then, is it to the public, whether the stockholder draws dividends and converts it into stock, from time to time, or allows all surplus earnings to be applied to the work of extension and takes his share of stock for the cost of the extensions, when the same are completed. I will admit that no additional stock should be issued to represent an increased value of the railway, caused by lapse of time or increase of busi- ness. The public has a right to share that increase 42 43 with the stockholder. The right to issue addi- tional stock should rest on the fact of additional cash put into the property to increase its ability to serve the public. If stock issues are restricted to these limits, the people will not complain of watered stock, and they can protect themselves fully in this respect, and innocent stockholders as well, if they will, under heavy penalty, limit the issue of bonds and stock to cost of the railway and additions and to pay debts which can not other- wise be paid. This brings us to a phase of the question not often discussed, yet important to be understood. It is clear that a sound policy requires that stock and bond issues of a railway company should be limited as far as possible to cost of the property, but experience has shown that railway companies, in spite of good management, will fall in debt. These debts must be paid in cash, stock or bonds, hence the law has permitted stock and bonds to be issued in payment of debts. Large amounts of stock have been issued in this way. A railway company becomes insolvent and is reorganized. 43 44 Its old stockholders cling to the faith that some day in the future, the stock will have value, hence they want to be represented in the new company. For a better reason, bondholders whose interest for years has not been paid, want something to represent their unpaid interest, and are entitled to a place ahead of stockholders, and they receive income bonds or preferred stock in payment of their unpaid interest. Thus a reorganized com- pany begins its career with a large amount of stock, and the suspicion of the public is aroused against it. The cases are exceptional and should receive particular treatment. To compel all rail- road companies to reduce their rates because some companies have issued fictitious stock, and others have issued stock in payment of debts, would be like putting a whole town in jail because one in- habitant was a thief. The newspaper editor, the platform lecturer, the State or National law maker, who, in general terms, denounces railway companies for issuing watered stock, is guilty of gross calumny against the railways of the United States, and does great wrong to hundreds of 44 45 thousands of innocent people. We do not de- nounce all editors because some are blackmailers ; we do not condemn all lecturers because a few are ignorant and rash ; we do not call all law makers criminals because some are bribe takers ; we do not say the human race are assassins be- cause some of them are murderers. We should not charge railway companies with swindling the- public because a few companies have issued ficti- tious stock. Let there be light on this subject, and the people will be just to railway companies. Hostility to railway companies exists mainly because they do not give uniform rates to the public, and sometimes charge more for a short than a longer haul in the same direction. In other words, it is said they favor certain shippers at the expense of others. Railway companies derive all their powers from the public ; they are created for the purpose of serving the public, therefore it seems odious that they should give lower rates to one part of the public than to another. Laws are enacted to prevent this dis- crimination, and require rates to be alike to all. 45 4 6 The companies evade these laws by charging uniform rates and giving a portion back to fa- vored shippers by way of rebates, drawbacks and other devices. Then other laws are enacted to prevent the companies from giving back any portion of the rate, by any kind of payment or favor, and these laws in turn are disobeyed. Every one knows this to be the situation in respect to every railway company, the result be- ing that all companies are conspicuous, persist- ent, defiant law breakers. No wonder they are scourged by juries, law makers, tax commission- ers and public opinion. Why then do railway companies persist in a course which makes them all criminals and brings the majority of railways to bankruptcy ? Public opinion rests on the single fact that rail- way companies are law breakers ; no inquiry is made why railway managers break the law, or whether the law is just. Possibly an investiga- tion will show that law makers as well as law breakers are at fault. 47 Although the people give corporate life and power to railway companies, they do not furnish the money to build, equip and maintain railways. This money is furnished by private individuals. A railway, therefore, is private property devoted to a public use. Nothing can be more just than that this private property devoted to a public use should be allowed to yield some profit to its own- ers, and at least to protect itself from insolvency. This proposition is not fully nor fairly met by the counter proposition that railway charges should be uniform to the public, unless a reasonable interpretation is given to the phrase " uniform charges." What then are the rights of the public in respect to a railway ? What is meant by uni- form charges ? What are the rights of a railway company in respect to earning money ? Take the case of a railway, built from Chicago to the seaboard. The people of Illinois, Indiana or Michigan, Ohio, Pennsylvania or New York, and of New Jersey have united in giving corporate life and powers to this railway company. Each State expects to be benefited by the existence of 47 4 8 the railway. Next, there are many cities, towns and hamlets in each State, along the line of this railway. Some of these places enjoy the advan- tage of competing railway or lake or river service ; others have not this advantage. None of these places are exactly alike in the conditions of labor, materials, workmen or capital. The situation is further complicated by the existence of . several other railways built from Chicago to New York, each on a different route, each under conditions different from either of its rivals. The laws of the different States between Chicago and the sea- board limit the rate which railway companies may charge for their services ; that is, they prescribe the rriaximum rate. None of these States fix a minimum rate ; the theory of the law on this point is, that railway companies might charge too high a rate if not restricted, but there is no danger of their charging too low a rate ; hence, while the law prescribes a maximum rate, it does not pre- scribe a minimum rate. The omission of law to fix a minimum rate jus- tifies the public in assuming it is at liberty to get 49 as low rates as it can, and justifies the companies in assuming that they may lower rates as much as they please. Thus the public gets the benefit of competition, which every one concedes it has a right to get. But railway companies naturally wish to get all they can, and never reduce the rate except under compulsion. Hence, they main- tain rates where they have no competition, and lower rates where they have competition. The right of the public to get as low rates as it can applies to every station on a railway ; and in- asmuch as the conditions which induce a railway company to lower its rates are not the same at all stations, it is impossible that rates should be uni- form at all stations. Where competition exists, the public, in the exercise of its undoubted right, will secure lower rates than at points where there is no competition. To force a railway to make a uniform rate at all stations, would be to give to some communities advantages to which they are not entitled, and to deprive other communities of advantages they have rightfully acquired. It is not the duty, nor is it in the power of a railway (4) 49 50 \ company to equalize conditions between different communities. The right of a railway company to lower its rates at competitive points is inseparable from the right of the public to get as low rates as it can. And if it be conceded that in the absence of law fixing a minimum rate which a railway may charge, the public has a right to as low rates as it can get, the conclusion is inevitable that a railway company which charges different rates at different stations is not guilty of discrimination. This argument does not apply to different patrons at the same station. The rights of all members of the public at any given point are identical. If rates are lowered to one they should be lowered to all. Though one patron ships ten times as much at one station as another patron, the rights of the public at that station are the same, and what the railway does for one it should do for all. This right of the public to have as low rates as it can get is the source of all complaints against railways on account of discrimination. At com- petitive points the railway company lowers the 50 rate under compulsion ; it makes the best bargain it can, and the result is all shippers are not served alike. In all these cases of so-called discrimina- tion, whether at competitive or non-competitive points, the railway traffic manager acts precisely as the merchant and manufacturer does under ' like circumstances. He reduces the price to those who buy largely ; he sells at little or no profit, rather than lose a customer. The public wishes to have as low rates as it can get; it knows the more railways are built the lower will be the rates ; therefore it wishes as many railways as can be built. At this point the public stops wishing and thinking, and begins to smite railways because of discrimination. It fails to see that competition and discrimination are in- terchangeable terms. It passes laws to prevent discrimination, and with incredible folly passes other laws forbidding railway companies to do the only thing that can prevent discrimination, to wit, make arrangements between themselves to main- tain uniform rates and compensate each other by division of traffic or earnings, a subject in which 52 the public has no conceivable interest what- ever. Why are the words " competition " and " dis- crimination" interchangeable terms ? Competi- tion is a condition resulting from the presence of two or more rival railway lines. Discrimination is a condition under which different individuals in the same community do not get the same rates from railway companies; neither one, two or three of the rival lines can do all the business at the competitive point ; each line will and must get a share of the business. The conditions under which the various rival lines are maintained and operated are not alike 'in any two cases. There- fore the rates they can each afford to accept are not the same in any two cases. And inasmuch as no single company can do all the business, leaving the others to starve, a different scale of rates charged by each company is the inevitable result. Thus we find discrimination to be the inevitable concomitant of competition ; for the result to the public is precisely the same, whether one railway company gives a different rate to each of its 52 53 patrons, or whether half a dozen different com- panies give different rates to the public. The result in either case is that all shippers at competitive points are not treated alike. Certain railways .can afford to accept a less rate than other less favored lines. The less favored 'lines must have a portion of the traffic, for small profit is better than none. Here begins scramble for traffic and demoralization of rates. No rail- way company will quietly lie down and die. Neither public opinion or penal statutes will pre- vent its managers from trying to get traffic and continue to do business. In this pell-mell scram- ble for traffic the public is robbed and the railway companies are ruined. The business of large ship- pers is sought after and secured at any price. Smaller shippers do not get as good rates as the larger, and the result is that small dealers are driven out of business and larger dealers increase their power and wealth. Even the large dealer is not wholly at fault in this carnival of ruin. The competition which affects the railways affects the different merchants and manufacturers. Each 53 54 must meet his rival in the field of trade on equal terms and get the lowest possible rate for trans- portation. Unrestrained competition crushes and grinds as remorselessly as the wheels of Jugger- naut. If railway companies were permitted to make arrangements with each other for division of traffic or earnings, the destructive results of competition could be largely obviated. Hitherto the public mind has associated such arrangements with the idea of pools and monopolies, and forbidden rail- way companies to make them under heavy pen- alties. Nine years ago Congress prohibited pool- ing of railway earnings or tonnage, thinking thereby to secure unrestricted competition and prevent discrimination. It did not understand that unrestricted competition meant unlimited discrim- ination. The country has never known such de- moralization of railway rates, dissatisfaction of shippers and bankruptcy of railway companies as since the passage of the interstate commerce law. If railway companies were permitted to make and enforce agreements among themselves rela- 54 55 tive to a division of earnings or traffic, they could secure uniformity and stability of rates, and the public would be entirely safe against exorbitant rates. Each State controls the maximum rate which a railway company may charge for the transportation of passengers and freight. That maximum rate can be lowered at the will of every Legislature. If railway companies should agree upon a rate which the public deems unreasona- ble, the remedy is in the hands of the Legislature to reduce the maximum. Whatever rate the law permits to be charged is presumed to be reason- able, and no harm can come to the people if rail- way companies are permitted to agree upon a rate which is equal to or less than the rate which the law declares reasonable. If railway earnings become too large under the operation of pooling contracts, let the maximum rate be further lowered, and railway earnings will at once di- minish. A railway pool differs from a pool of manufac- turers or producers in this : The public can not control the price which private persons may charge 55 56 for what they produce, hence a pool or monopoly of producers may force prices up to an extravagant figure ; but the public does and always will control the price of transportation, and no railway com- pany will dare to charge above the maximum rate which is fixed by law. Many people think de- moralization of rates and bankruptcy of railways would cease if railway traffic managers were hon- est and wise. They do not understand the situa- tion. First, while a majority of traffic managers are both honest and wise, all are not so, and one foolish, dishonest traffic manager can bring con- fusion to the whole situation. Second, if all were honest and wise, they could do nothing without concert of action, and this concert of action is for- bidden by law. Railway companies are, there- fore, by public opinion and statute law condemned to destruction and forbidden to make any effort to save themselves. The situation is precisely as it would be if a community, made up of wise and ignorant, virtuous and vicious, honest and dis- honest people, were by a higher power prevented from passing laws and establishing courts for mu- 56 57 tual protection, and thus left to prey upon each other, like savages in a wilderness. Any kind of despotism is more tolerable than such a state. It is noted with pleasure that public opinion is changing on the subject of railway pools. Those who are capable of learning facts, and can under- stand the truth which those facts convey, are no longer opposed to a law which will allow railway companies to make reasonable contracts with each other for division of traffic or earnings. The ignorance of law-makers on this subject has caused stupendous disaster to individual and corporate fortunes. It is hoped that the dawning of a better day is at hand. Railway companies being created by law and regulated by law, their officers and employes are in constant touch with servants of the people who make, interpret and enforce the law. The temp- tation is great to give and receive money, in mat- ters wherein the interests of the railways are in conflict with those of the public. Some railway managers are willing to pay the price, and some officials are willing to betray the public. Happily, 57 58 these are in the minority. Under our modern system of law, which forbids the granting of cor- porate privilege by special statute, the railway companies are seldom in legislative halls except under compulsion, to try to protect themselves against threatened injury. There are men who make a living by work in shops, fields and mines. There are other men who make a living by working legislative bodies. They gather at the State Capitol as buzzards gather about a carcass. Usually they have served one or two terms in a Legislature, and learned in the mysteries of law making. They soon know what members are there to serve the public, and who are there to serve themselves. This is fact number one. The next factor on which they count is the fear of corporation officials that laws will be enacted increasing the burdens on corpora- tions. The third stage is the introduction of bills to increase taxes, impose severe regulations or re duce income of corporations. This blackmailing process is aimed at all manner of corporations, railway, express, sleeping car, telegraph, insur- 58 59 ance and loan associations. Sometimes the officers of these corporations are cowards and think it necessary to pay promptly the ransom demanded by legislative brigands ; others whom long experi- ence in the business has made familiar with these operations, pay the tribute as the easiest way out of trouble and regard the exaction as one of the elements of modern civilization ; a third class have faith in the principles of honesty, trust to the people for fair play, and by proper presenta- tion of arguments and facts, defy the blackmailers and defeat their schemes. Corporation officials who act in this way seldom fail to protect the companies they represent to the full extent to which they are entitled to protection, but as long as some officials are willing to pay tribute, so long the system of legislative corruption continues, and all railway companies are denounced by the people as partners in the crime. The same influences, but to a very limited extent, prevail in the action of Tax Commissioners. Prosecuting attorneys, sheriffs, auditors and coroners are in position to help or hurt a railway company. Their opera- 59 6o tions are mainly characterized by a sense of jus- tice, but often they are willing to give and receive. In presenting these facts to the young men before me, many of whom will probably some day be called to railway service, and all of whom wish to become upright citizens, I wish to emphasize the following truths : Railway employes are, in a certain sense, serv- ants of the public ; the manner in which they dis- charge their duty has much to do with the welfare of the public. Let that duty be performed with courage, but always in the desire to do justice, to the public, no less than the company they serve. When the public learns that railway officers and employes are animated by this sense of duty and of justice, prejudice against railways will disap- pear; the burdens which are laid upon them will be reasonable; the fetters which bind them to disaster will be removed. 60 II. THE PAST, PRESENT AND FUTURE OF AMERICAN RAILWAYS. MELVILLE E. INGALLS. IN the year 1830 the first complete railway was put in operation. There had been many ex- periments leading up to this ; in fact, in the world's history, all great improvements or inven- tions do not appear at once, but are attained by gradual steps and often appear in different places and through different persons, as though the idea had filled the air, as it were, and different people commenced to work on the same line. The world was ready at that time for something new. For the century ending with the year 1815 and the great and decisive battle of Waterloo, the civilized 61 world had been in a constant strife. Hardly a year had passed in which one or more of the great nations of Europe were not at war, and for much of the time all of them. The governments had been managed for the benefit of the few ; the con- dition of the common people had been almost hopeless ; every dollar that could be wrung from them by the most onerous taxation in the world had been used to build up armies and navies with which to fight. So oppressive was this system that in 1789 the French revolution broke out with its terrors. The people became like some wild animal liberated from his cage, and, knowing nothing of how to use that liberty, simply struck around in their fierce anger and destroyed what- ever came in their way. Wise men, timid men, lovers of liberty, became frightened and disgusted. Reaction came, and on it Napoleon climbed to power. He soon lost his head and endeavored to rule the world, and the contest to crush him lasted for a score of years. In those years there was no opportunity for industrial improvement. No one attempted to accomplish anything except 62 3 to fight or to provide for the necessaries of exist- ence. When finally, in 1815, peace came to the civilized world, it dawned upon nations poor, weak and wounded. The condition of the poor was de- plorable, and that of the rich not much better. The facilities of communication, even in countries of the highest civilization, at that time were very limited. For instance, the news of the battle of Waterloo did not reach London until three days afterwards, and it was then printed in the news- papers and sent over England in mail coaches that ran night and day, at the rate of seven or eight miles per hour. In the few years of rest from war, between 1815 and 1830, which they had enjoyed, the people had done some work, and more thinking. In France the Bourbons with their despotic notions were driven out, and in England the people secured the "reform bill/' so-called, and it was beginning to be understood all over the civilized world that gov- ernments were for the people and the divine right of kings to oppress and misgovern was disappear- ing. Slowly, as the nations began to recover from 63 4 their exhaustion, they devoted their time and en- ergies to industrial improvement. The men in active life in 1815 knew nothing but war and its adjuncts. In 1830 a new generation was upon the stage, ready for another purpose. George Stephenson's railway was completed and civiliza- tion was ready to take it up and carry his ideas forward and beyond even his fondest dreams. In sixty-seven years this weakling has grown to be a o;iant of immense proportions, and has added vastly to the comfort and happiness of mankind. In 1830, when the first railway was opened, travel over any of the civilized countries of the world was slow and wearisome. Communities which to-day are neighbors, then knew but little of each other. England was the richest of the nations and the highest in civilization, and yet a writer at about that time, describing its internal affairs, says, " Each little community set apart from its fellows, following its own customs, cherishing its own prejudices, feeding its own traditions, speak- ing in a dialect which men from a distance failed to understand ; a stranger was ipso facto an 64 5 enemy." In our own country at this time civili- zation was even more backward. The people had settled and clustered along the coast and the great lakes and rivers, but the means of communication were slow and wearisome. At this time came the railway, and its development has been one of the greatest industrial revolutions in the world's his- tory. One writer truly says, "It has enabled men from different sections to meet freely, to learn how little there is on either side to hate and how much to love ; ancient prejudices melt away by the fuller knowledge gained from travel and ac- quaintance ; each year as men associate with each other and travel, the unity of the people becomes more and more perfect." While railways have benefited Europe and all civilized nations they have proved more of a bless- ing to America on account of its great distances. American genius also seems to be peculiarly adapted to the science of transportation and rail- roading. We have worked out in this country the most perfect system of transportation known on earth. In England the railways have had the 65 6 benefit of unlimited capital, and in some respects may be in advance of ours. The journeys there for short distances are more comfortable, but their system, if applied to our long lines, would be an utter failure. A trip to-day from New York to Chicago is not a thing to be dreaded, but a pleasure to be anticipated. With the trains and service, you have (in the parlance of railway advertising) "all the comforts and luxuries of home." The 3, 500 miles between New York and San Francisco are covered in less than five days, with ease ; so that even our invalids can avail themselves of the different climates and not grow weary with the journey. The expense of a journey to-day is not one-fifth of what it was in the old days of stage- coaching, saying nothing about time and comfort. Beyond any human calculation, however, is the benefit derived from association and the facilities of communication between different sections of the same country. It has enabled the American Re- public to grow beyond any thought or prediction of its founders, and has rendered distant sections homogeneous to each other which otherwise would 66 7 have been distant and unknown countries. It is hard to realize what would have happened in this country of ours if the railway systems had not been perfected. The late William F. Reynolds, of this city of Lafayette, once told me that the hardest day's work he ever did was making a trip from Lebanon to Thorntown. To-day, on trains of the Big Four, you make the journey in ten min- utes. % More, however, than in the facilities of travel has been the growth of the freight traffic of the various systems. The statistics of our railways are prob- ably known to almost every schoolboy in the land, yet it is well on an occasion like this, when we have spoken of the birth of the enterprise, to al- lude to and place before your eyes its present gigantic stature, so that you may have the picture more vividly before you. The latest official fig- ures which we have are those for the year ending June 3vell acquainted with the road he undertakes to drive, he must be provided with steady horses, a coach and harness of sufficient strength and prop- erly made, and also with lights at night. If there 192 17 be the least failure in any of these things, the duty of the coach proprietor is not fulfilled, and he will be answerable for any injury or damage that happens." You will thus see that the carrier of goods was made an insurer of their safe carriage and de- livery, unless and until he could show that their loss was caused by an act of God or the public enemy ; and the public enemy meant citizens of another country at war with England. But as to passengers he was not an insurer, but he was re- quired to perform the rule above stated, that is, exercise a very high degree of care. And this is the law to-day. Now, let us turn to the mechanical evolution a moment. The human mind is so slow, that in England and upon the Continent the change of power from animal to steam could not arouse the human mind to use another vehicle than a stage coach ; that is, they kept the old form of entrance at the sides and mechanically put two or three stage coaches upon the same pairs of wheels and made 193 18 lthe pas In this country the passenger car tibrY cd in 1 frdttf ! aftfmiinfon4tt^ft^^ePidai could tRil*%lftttfflrft^&!^l4^ of the ettmpBtt^ Md 'rfi^'felatWns to the goods and passengers being caff^etl^ ^If^vWS o'rfe ^^ 1 1/ thi r sfeiHte in law ( 'ivft'fefth^- they'-AVere hauled by horses or locomotives. And rr so the aftd JATtterfe'drt courts [ ! KlWer ie ju oJ bnim rise above it. ,.. n ; The ; ffjigip|2pr feijth&jjcqifr SM^taijis.jt^e sarri^i relaftiio/ns; j iAfrdft^n^btbf &$gegfidt j; bn/j ,vj:v/rfx;ifl jilduq ^riJ noqu it>ni ^ni'-jviMj bn/: vnilbrifiri n 1 > rn;v >; to ,r:Li;ui "jilduq vjvo vlriijoj -jrlt Juodviijoid? -j^ibnKrij ot noiJinJp.ulli 10 jftt>rriuyiL lydni. ^n ti i; tiiflt noiiieioqoiq iuo --jriifm^j-jf) LHB B2J ,-)Iqo9q trli ot ^yjuhi ti ^.r. nnt o^ ni f otni srno'j uoy nt>rfw ,!bw ttfiup *\ ti bnA bnjjJ^Tjbnu bluorte uoy twit /jjiviyf. yuv/liin [osq srit ot niiit^ua Iliv/ uoy rfoirlw anoitfilsi "1o tii;q 'jfit no oiulifi't ^rit lo o-ijii'^jd ?.[ ti bnA "to tu;q i jdt no ^J; II-jv/ tk < t>d f.firl ^it)flt tfcdt ,< bru; Diidijq arit n-^wt-^d ydt/^qitm; ^m yrit ntjriv/ briA .^sin^qmoo bjioiliui t)fit r^y^ yuv/lifii Jii--jii> luo j 198 the employer or master to the servant. Put in common form, it is that the master shall not know- ingly or carelessly subject the servant to a danger of which he is not aware, and may not protect himself against. Now I shall use the old English terms " master and servant," because they better express the relation, especially in railway service, where there must be a master to command and enforce obedience, else there would be wrecks and disaster all the while ; and, further, because he who is engaged in the important lines of rail- way service must obey. I shall not go into details particularly. This duty which I have spoken of, upon the company, is a continuing one and rests upon it at all times, and to all its people. One of the cases which I had early at the bar arose by reason of the explosion of a locomotive while out upon the road, resulting in the death of the fireman. I brought an action against the com- pany for furnishing a defective engine, in that the fire box was old and insecure. The railroad com- pany defended along the line that it had built a 200 good road, furnished years before a good engine, had a competent superintendent, and a well equipped machine shop, and that this was its whole duty ; and if the servants were hurt there- after by reason of defective machinery it was not the fault of the company. The jury did not so believe, and gave a verdict against the company. You may be surprised to hear that the Supreme Court decided the company had performed its whole duty, and remanded the case for a new trial. On the second trial, although the Judge told the jury such was the law, yet the jury may I say, having a more conscious insistence as to what the right was refused to follow the instruc- tion and returned a second verdict against the company. Not long after, the Court, and not the jury, changed the law of this State ; and it has now become a settled rule in this and every other State that every railway company must continu- ally do all that it reasonably can, that is fairly practicable, to protect the lives and limbs of its servants. You have noticed on either side of a railroad 20 1 bridge whiplashes attached to a beam across the track, hanging down so as to strike the face of a brakeman on top of the train. This is a means of warning required of the railway to notify its servants of existing danger. Without such notice an injury or death to the servant would be fol- lowed by a verdict and judgment against the com- pany. So, if a bridge is so narrow that an engineer or fireman, swinging out at the cab to look ahead, is struck, the railway is responsible. So, if a culvert breaks down, or, in general, if anything happens on the line for which a very high degree of care not extraordinary would have discovered, and a man is injured or killed, the railway company is liable under the law and must make good the damages as far as can be done. Upon this principle of protecting the lives and limbs of the servants are those laws which in some States provide that engineers shall be ex- amined as to color blindness, so that they may 202 5 not, by mistake, cause a collision, by failing to observe a signal of danger. Ordinarily, without reflection, we say that this is for the protection of the passengers and freight being carried by the company. It is. But it is likewise security for the trainmen who are be- hind. So, if a trainman should be injured by reason of the defective sight of the engineer, it would be negligence as much as by a defective engine, car, and the like. But the company must do more. You can not take a thousand or five thousand men, give them the railroad machinery and start them in opera- tion unless there are rules carefully framed for the control of the service, and executed with alt the summariness, if you please, of the rules gov- erning a regiment or a ship. So, if a railway company fails to make and en- force practical rules for the handling of its traffic, or having made them, fails to enforce them, and the servant is injured thereby, the company must respond for the injury. 203 Let us now come to the relation of the ser- vants themselves, because it is fair to assume that in your several careers, many of you will spend your lives in railway service ; for the edu- cation which you are acquiring in this University would seem to indicate that by the rule of natural selection, that is where you will fall. Now, what shall you do ? The first thing, of course, is to do your duty. It must be done promptly, exactly and without murmur. Some years ago I had a case professionally where it became absolutely essential to know pre- cisely the history of a loaded car from the time it left Dayton, Ohio, until it arrived at Peoria, Illinois, because it was loaded with perishable property which had become valueless during the journey ; and the company which I happened to represent, was sued for not having performed its duty in speeding the car. I went to the superintendent and asked for a detailed history of the case. The next day he sent me the information in a general way that it left Dayton at one time and three or four days 204 afterwards it was found at Indianapolis, and some days thereafter it arrived at Peoria. Of course, this was of no avail. I said, " Have you got any- body who can tell me exactly when the car started, when your company received it, when it gave it to the succeeding line, and, in short, all the facts necessary to be known in order to ascertain whether this company has discharged its bounden duty to the owner of the property ?" He replied, " I have a boy in the office who has plenty of time and he might do it." I told the lad exactly what was needed. He had begun service carrying water on a section ; afterwards had been a section hand, and after- wards promoted to a clerkship in the superin- tendent's office. Within a short time he came back with what might be called an itineracy of the car for every day and hour of its journey. Of course, I was pleased and said, ."If that is the way you do your duty you will be a superintendent yourself some day." Not more than ten years afterwards I was sit- 205 8 ting in my home one evening when the bell rang and a messenger boy brought a letter. All it con- tained was, " I have got it." He knew how to do, and did do, his duty exactly. That is the prac- tical part rather than the law of it. But let us devote a moment to that question. You must obey. If you are in the lower lines of duty, it is not yours to reason why, but if an order comes, it is to obey entirely. It at once arises in the minds of some of you that the railway service, then, is a kind of mili- tary employment. So it is. If one goes into a country where the railways are operated as gov- ernmental institutions, and, particularly where they are considered as an arm of the military department, as in Germany, Italy or France, you can hardly conceive of a railway servant except as standing in the rank of a soldier ; because he is in the governmental, and, practically, in the mili- tary service. They wear a governmental uniform. And so in this country, now, some lines require distinct badges and uniforms ; and the very fact that the railway men wear a uniform expresses 206 the almost unthought concept that in some way the railway service is a public service, like a gov- ernment service. Our postal men are required to wear a desig- nated uniform. And the notion as to railways is growing, from the fact that it is coming to be recognized by all, that, in a sense, the railway is a government institution and not a private affair. Another indication is that the conductors and officers of the trains, by statutes, are made police officers ; and if any one violates the law upon a train, or in connection with it, the conductor is clothed with police powers, as a constable, sheriff or policeman, and may arrest or expel the offender without writ or warrant. A question of interest, now in debate through the press, in legislative bodies, and in political campaigns, in so far as it relates to the status of railway men, is the question of wages ; because in that is found the kernel of this question. Is the railway servant free, entirely, to do as he pleases ? Or does he sustain such a relation to the service and the public as that he, in some 207 IO measure, surrenders his individual wishes to the wishes and welfare of the greater public ? In the first place the law is always careful to protect wage-earners. It used to be that a rail way company could go on and pay out its earn- ings to the bondholders and others, and put off its pay rolls until it came to bankruptcy, and then turn the property into the hands of a receiver, and leave the employes hungry and remediless. It does not always take the Legislature to make a good law. The real fact is that more good laws are made outside than inside of the General Assembly. They are made by the courts. The very case which I have just stated came on in the Circuit Court of the United States at Indianapolis some years ago. A great number a thousand men engaged in operating a certain line, had not been paid wages for five or six months. The road was put in receivership ; the men appeared at the bar of the court in the person of an eminent lawyer of this State, now dead (Mr. Butler), and presented their claims before that great jurist, Judge Drummond. And what did he 208 II do ? He did an act no less courageous and far- sighted than that of the judges to whom I referred in my last address. He made a law that any rail- road that came into a federal court in this circuit, composed of the states of Indiana, Illinois and Wisconsin, should, out of the assets of the prop- erty, if necessary, pay employes and material men their back wages and demands for the period of six months, before applying the proceeds to the satisfaction of the bonds. It is known as the six months* rule. The hands of some people went up, and a hue and cry went over the land that this was interfering with property rights. And so it was, in a measure. But the rule was sanctioned by other courts throughout the land, and after- wards affirmed by the Supreme Court of the United States ; so that now these millions of rail- way men are, to-day, perfectly secure in their wages by the simple law of Judge'Drummond, as first given, and followed and adopted by the courts in the evolution of right. Now no railroad lawyer, or anybody else, denies the justness of the rule. 209 12 The rule is regarded as one of necessity, for that roads can not have the best service unless the men feel that their wages are secure. One who doubts whether he is to receive his pay is not that efficient, loyal and courageous man that the service necessarily requires. Now, this thought of protecting a railway ser- vant in his wages was not a new concept on the part of Judge Drummond. Every well-informed lawyer knows that for thousands of years it has been the law of the sea that every sailor has a lien upon the ship and the cargo for his wages. And so when a sailor enters the service upon a ship for a voyage, he is not free to leave the ship at any port during the voyage. It has always been the law of the sea that if a sailor wrongfully leaves the ship deserts it, if you please that the captain has the right, by physical force, to arrest him wherever found, carry him back to the ship, and compel him to continue on the voyage and perform his duties ; and, further, if the captain is not sufficient by himself, or his own force, to compel the seaman to return to the 210 13 ship, he may call upon the civil authorities, no matter in what port or nation, and they must aid him to put the sailor back on his ship. It is apparent that maritime business could not be done, cargoes could not be carried around the world, and life would not be safe upon the seas, if, whenever a ship came to a dock, the sailors might desert, and leave it without any one to navigate it to the end of the voyage. Now, it was this law, taken from the sea and applied to the land, that led Judge Drummond, no doubt, to make the rule which 1 have mentioned. Is there any difference in principle between a vehicle carrying freight or passengers on water, or on land ? It is the same business, and under the same conditions, Judge Drummond applied the same rule. Now, if this rule be just and true (and the Su- preme Court of the United States, by a divided bench, has so held), then may a railway servant, of his own free will, at pleasure leave the train or service? On the one hand it is said that Ameri- cans are free men. They have the right to quit 211 14 work whenever they want to, in whatsoever ser- vice, and no one can prevent it. On the other side, it is said if one enters any branch of the public service, then he must stand to the service and subject his individual wishes to the welfare of the greater public. Over this there is now and has been for some years a struggle which is not yet settled I can not attempt to settle it, but it may be well to give a little of the history of the question and see how far the evolution has gone. That is as much, perhaps, as we will un- dertake to-day. It is sufficient, then, to say that about twenty- five years ago a railroad strike occurred in Indi- ana over wages, and it so happened that Judge Drummond had more than one railroad in his court, under his receivership and management. I may pause to say that if some man engaged in private business like a foundry, or dry goods store, finds his property put in receivership, the courts would not carry on his shop or his trade. But when a railroad is brought into a court, the court always runs the road because it is a public 212 15 highway which can not be closed and must be kept in operation for the public use. This strike involved the men engaged upon the lines under the direction and control of Judge Drummond. They would not continue the ser- vice themselves, nor permit others to take their places. Judge Drummond brought his employes and others to the bar of his court, and made the rule that the court would not suffer any person to interfere with the operation of the railway ser- vice ; but he did not declare that he would not al- low as many of the men as desired to quit the service only he would not permit any person to prevent men from entering the service. There was a good deal of discussion, but finally that has been accepted throughout the country as the proper rule. You see the precise question whether a railway man has a right to leave the employ of the court or railroad was not then and there involved ; but later, and within the recollection of each of you, the question did arise in the railway strike of 1894, or rather boycott, because a strike is where the 213 16 men say, "We will not work;" a boycott is where they add, "Neither will we allow any others to work on the road," and thus stop its business. In 1894 it was attempted to stop the entire rail- way traffic throughout the country, to force a set- tlement between the Pullman Company and its employes. Practically all the traffic throughout the country was at a standstill. Merchants and bankers could not send their letters or goods and merchandise ; the farmers' freight lay at the sta- tions and on the side tracks ; live stock at the yards remained there. It was as if a great earth- quake had destroyed the railway commerce of the country. Now, what was to be done? A thing was done that until that time had never been thought of before. The Attorney-General of the United States, in the name of the United States, filed a bill in the Federal Court at Chicago, stating in substance there were twenty-two railroads doing business through Chicago, and engaged in the business of carrying passengers and freight from 214 17 one state to another. These railways were also engaged in carrying the mails and express matter for all the people of the country. The case showed that this immense traffic was arrested so that no railroad could do business, and that this was brought about by certain persons having control of the boycott. Upon the bill being filed, the Judges issued an injunction which read something like this : "We command you and all other persons to desist and refrain from in any way or manner in- terfering with, hindering, obstructing or stopping any of the business of any of these named rail- roads as common carriers of passengers or freight between and among any of the states of the Union, or obstructing or stopping any mail train, express train, or other train, whether freight or passenger, engaged in interstate traffic." Almost the entire volume of railway traffic in this country has now come to cross state lines in the journey, so as to fall within the protection of the Federal Constitution and laws. 2I 5 i8 This was an evolution in railway jurisprudence such as had never before been applied. A court that issues such a writ or command is bound to enforce it, and the enforcement leads to the arrest of the wrongdoer, bringing him to the bar, trying him without a jury, and if found guilty, fining, or sentencing him to imprisonment within the discretion of the court. There is no jury trial. Mr. Debs and others were brought to the bar of the court, tried and sentenced. They carried the case in a way 'I need not stop to explain, to the Supreme Court of the United States. Here, then, was a test that challenged the thought of every man throughout the country, whether he was a professional man or a layman. What power has a state or the United States to keep open these great highways of commerce? Because the United States has no more power over the interstate railroads than the State of In- diana or any other state has over the railways lying and doing business wholly within such state. It is a governmental power a sovereign power. 216 19 And by sovereign I mean a power above which there can be no higher power, and which springs from itself and executes itself. The Supreme Court of the United States held there was such a power, and held a court did right in issuing the injunction. But this case, you will observe, did not reach to the precise question of the right of the railway man to quit work ; the scope and purpose of the case was to restrain the forcible obstruction of these great national high- ways along which interstate commerce traveled, mails are carried, and the business of the country interchanged and done. In substance the Court said : " The strong arm of the National Government may be put forth to brush away all obstructions to the freedom of Interstate Commerce or the transportation of the mails. If an emergency arises, the army of the Nation and all its militia are at the service of the Government to compel obedience to the laws." And in consonance with this last thought, Pres- ident Cleveland did a thing that never had been 217 20 done before, and for which a great number of people have criticised him. What did he do? Here were these national highways of commerce obstructed so that vehicles could not move ; the mails could not be carried and distributed ; and he sent the army into Chicago to open the roads. That is all there is of it. He opened the roads by force. To open the roads he put armed sol- diers on the locomotives and on the trains, so that they could not be stopped in their movements. He did not send the army to Chicago to put down the mob. Whether he had a right to do so or not is not within the province of this discussion. He had a right to open these national roads just as much right, and no more, as a road supervisor in any road district in Indiana has a right to open a road if one wrongfully fells a tree across it, or raises a barricade, or tears up a bridge, or refuses to let wagons go by. So that this much is settled, namely : All the railroads in this country engaged in national busi- ness are national roads, and the Nation will see that there is no obstruction put by anybody at 218 21 any time upon the movement of the mails or national traffic. And the same is true as to the several states. There is a notion in the minds of some that there is a difference between a mail car and a passenger car or a freight car. There is none. The freight car that is loaded with interstate freight, the mail car that is loaded with national mails, or the passenger car that has one or more interstate passengers, are alike entitled to national protection, because they are each and all under the jurisdiction and within the protection and control of the United States Government, under that great power of the Constitution which gives to Congress " power to regulate commerce be- tween the states." Each state has the same power over its own commerce. It thus appears we have not yet reached the precise question, whether a railway man, or a number of railway men, may leave the service at any time at their own will. If they are, in fact, engaged in a public service, like unto soldiers in the army, seamen on a merchantman or sailors in 219 22 the navy, or policemen in the municipal service, it is easy to see they can not. It would not be thought that all the police officers in LaFayette, Indianapolis, Chicago or New York, at roM-call at night, when there was likely to be a disturbance and melees in the streets, might, willy-nilly, aban- don the peace of the city and retire from service, leaving the whole city without protection to lives and property. No more could a city fire force leave the service in face of a conflagration. But do railway men sustain the same relation as policemen, firemen, soldiers and sailors? Perhaps that can not be settled until another proposition is put at rest; and that is whether railway men, as between themselves and the com panics are in law in the public service. That question did arise two or three years ago, in what is known as the Northern Pacific Railroad case. That road, reaching from the lakes to the Pacific Ocean, and being one of the great national high- ways, came into the control of the Federal Court in Wisconsin. The men entered into an arrange- ment or understanding that if their wages were 220 23 not made satisfactory to them, then, at a certain time, everywhere between the lakes and the Pa- cific, they would all leave their trains and service, and the whole railway would thus be blocked. Had they such a right? The Judge presiding in the court issued a writ in the nature of an injunction, in which he said, in substance, that they should not leave the service in a body or singly for the purpose of stopping operations of the road under his administration and control, and declaring, if they did, he would hold it a contempt of his court, and punish them accordingly. The case was re- moved by appeal into the Federal Court of Ap- peals, sitting in Chicago, and came on to be heard with Mr. Justice Harlan presiding. He is one of the Supreme Justices of the United States, and delivered the opinion in this case. He denied any such power, and declared: "It would be an in- vasion of one's natural liberty to compel him to work for or to remain in the personal service of another. One who is placed under such con- straint is in a condition of involuntary servitude a condition which the supreme law of the land 221 24 declares shall not exist within the United States or any place subject to their jurisdiction." And he added, in effect, that the fact that the em- ployes of railways might quit under circumstances bringing about inconvenience and injury to the great public would not justify a departure from the well-settled rule that a court would not com- pel the actual affirmative performance of merely personal service against the will of such servant. It is fair to say this dissented from the decision in regard to sailors mentioned a few minutes since. And so the question rests. It has not been de- termined by the Supreme Court of the United States. I have said enough to show that railway law grows by the process of necessity or evolution ; and in this country, where questions of this kind are more or less controlled by public discussion and political debate and contention, it can not be affirmed with certainty what form the settlement which must come, will ultimately assume. It is not improbable that in the end, Congress, under the power to regulate national commerce, will pass 222 25 laws regulating the question when and how men may enter and withdraw from what I may now call the national railway service. And if so, it necessarily follows that provision must be made for settling and protecting the men in their rights and wages and at the same time, also, protecting the rights of all the people to use the national railways without partiality or favor. And this would seem at the present time to be the consensus of public opinion. Now, gentlemen, I have done the task which I set before me, arid if, in your lives, from time to time, these questions meet you, and you shall happen to find that what 1 have said may have helped you in the performance of your duties, 1 will be, 1 beg to assure you, amply repaid for the little labor I have found it necessary to expend in the preparation of these addresses. (3) 223 VII. REMINISCENCES OF A LOCOMO TIVE ENGINEER. ANGUS SINCLAIR. [In obedience to a request of the author, this lecture will not appear in published form. It should be said con- cerning it, however, that the incidents related were drawn from an extensive experience and illustrated with remark- able force many of the conditions attending the early development of railways in our western states. Each story was utilized to give emphasis to some important truth. Indeed, the lecture was made up of fun and phil- osophy mixed, in proportions which gave to both their maximum value. ED.] 225 VIII. BUSINESS PROBLEMS OF THE MOTIVE POWER DEPARTMENT. ROBERT QUAYLE. SIXTY-FIVE years ago railroads were prac- tically unknown. History records their small beginnings with crude equipment. Strange looking locomotives were used that weighed hardly more than a modern dray. The cars were modeled from the stage coaches of that time, and they were run on track of the most flimsy character. The speeds were slow and the service very uncertain, but from this small and. crude beginning evolved the world's great sys- tems of rail transportation, which in this country alone aggregate over 184,000 miles of track, and 227 require in the conduct of its immense business 36,000 locomotives, 34,000 passenger cars and 1,200,000 freight cars, while the capital employed is calculated by hundreds of millions, and the great army of employes by hundreds of thou- sands. The development of the resources of our country resulting therefrom has been remarkable, and the advancement of civilization not less notable. It goes without saying that the financial and commercial problems involved in the creation and operation of these great properties complicated as the situation often was by the fact that rail- road construction did not wait the development of the country, but was generally in the lead and opened up the way for it have become complex in character and of great magnitude. It is not my purpose, however, to dwell upon the wonderfully rapid growth of our railroads, nor ^he effect upon the prosperity of our country, nor even upon the business and financial problems arising in the government of these great proper- ties as a whole, but rather to take the situation as 228 we find it to-day and to give you some insight into a few of the business problems of the motive- power departments of fairly large railroad corpo- rations. To many of you, who have for several years been studying various branches of engineering and fitting yourselves for battling successfully with the many technical problems that are sure to confront you in the practice of your chosen professions, it may appear as if the technical problems requiring solution by those in charge of motive power, are more numerous, if not more important, than the business problems they are called upon to solve. That this is not the case will be clear upon proper reflection. You have doubtless learned, under the excellent practical instruction you have received at this university, that every engineering question has its commer- cial and business side ; and the importance of always seeing this side and giving it due promi- nence will be impressed upon you more and more as you add to your experience in the practice of your profession. In fact, every situation or condition of 229 affairs that requires the services of the engineer calls for the production by him of structures or mechanisms that will not only meet the require- ments of the situation but will do it with a mini- mum expenditure of capital, or will give the greatest returns from the investment. The suc- cessful engineer is he whose judgment is so trained that the capital of those who depend upon it will be wisely and safely invested. He must not only answer such questions as, "Can this or that be done?" and "How can it best be done?" but he must give equally reliable answers to such questions as, "Will it pay to do it?" Thus, the rule is that his engineering problems are closely interwoven with considerations of a commercial nature. The conduct of a motive-power depart- ment of a large railroad system forms no excep- tion to this rule. In the earlier days of railroading the duties of General Manager, Superintendent, Master Me- chanic, etc., were usually performed by one per- son, but as the business became more extensive it was found necessary to divide the work among 230 5 several men, each with specific duties and respon- sibilities, and as the business still further in- creased, the division of the duties became more complete, and the organization was separated into numerous departments, each with a certain designated work to perform, and the work of all to be directed to the welfare of the organization as a whole. The mechanical or motive-power depart- ment is one of these several departments in such an organization, and its duties involve the design, construction, maintenance, and operation of the locomotive and the supervision of the men who operate it, except as these men come under the rules and direction of the operating department. The end for which the department was created is of course that of keeping the wheels turning. It must be apparent, however, that as one of the many departments it is necessary to make the work of this one to fit into the needs of the oth- ers, and to so conduct its own affairs as to bring them in harmony with the aims and resources of the organization as a whole. This might properly be designated as the grand business problem of 231 6 the department. The department is not an iso- lated organization, but is closely interwoven, in its work and interests, with the operating and other departments, and to successfully carry on its business there is need of a breadth of mind that will clearly discern the relations of the mo- tive power to other departments, and the effect of any given policy within the department upon the work of the others ; for a policy that looks all right when viewed only from the standpoint of the single department may be all wrong when considered in its effect upon the organization as a whole. If the carrying out of a certain policy would result in a saving in the mechanical depart- ment of $10,000 per year, but would involve ex- penditures in other departments of $10,500, it would not be justified, unless the benefit to the company through the improvement of its service would be worth the $500 increased expenditure. Thus at the outset we find that what we might call the external relations of the department form a problem that can be solved only by the applica- tion of strictly business principles, and we will 232 see later on that the effect is so far-reaching as to have an influence even on locomotive designs and shop practices. To ignore these facts is to travel in ruts that are constantly narrowing and deepen- ing until the best work of the mechanical depart- ment is wholly lost to the company. Before turning to the problems within the de- partment it may be well to give you some idea of its expenses, from which you can judge of the magnitude of its problems. The average cost of the locomotives may be placed at $9,000, while the average capital expenditure per locomotive for round houses, shops, tools, etc., is in the neigh- borhood of $5,000. Thus each locomotive and the equipment necessary to take care of it repre- sents an approximate expenditure of $14,000. The cost of the operation of the locomotive in- cludes the fuel, oil, waste, enginemen's wages, round-house labor, cost of repairs and supplies. The cost of the fuel varies in different localities, being less than one dollar per ton for coal in some eastern districts and more than five dollars in parts of the far west. If, however, we assume 233 8 an average of $1.75 per ton for coal we will not be far out of the way. We will also assume that an engine runs 26 miles to a ton of coal, and makes 36,000 miles per year ; then the cost of fuel per annum will be $2,423. The wages of the engineer and fireman will average about 6.2 cents per mile, and all round-house labor will average about 1.4 cents per mile, or a total for labor of 7.6 cents per mile, or $2,736 per year. The oil and waste will cost about .2 cent per mile, or $72 per year. The repairs and supplies will cost approximately 4 cents per mile, or a total of $1,440 per year. The cost of water we will estimate at .2 cent per mile, or $72 per year. We thus find the several items of " cost of operation " to aggregate $6,743, exclusive of all interest charges on capital em- ployed. It is not unusual for large railroad sys- tems to possess 500 locomotives, and quite a number of them own more than 1,000. From the above figures it will be seen that the operation of 500 locomotives calls for an average expenditure, 234 through the mechanical department, of $3,371,- 500, and for 1,000 engines the sum becomes $6,743,000 per year. It is, therefore, needless to say that in the expenditure of such large sums as these, and the treatment of a portion of a com- pany's business so important and having such an important bearing on its interests, every prob- lem, no matter what its character, has its business side as distinguished from its narrower or purely technical nature. Turning now to affairs within the department, we find that there are several important problems in connection with the operation of the locomotive and the service it renders the company. We all look upon the locomotive with a great deal of sentiment, the proof of which is constantly forth- coming in the interest manifested in its perform- ance. Every account of a fast run is read with interest by the general public, as well as by the railroad men, and we are thrilled by the records of great bursts of speed made on the rails. The modern locomotive, with its great boiler and gen erally massive and powerful appearance, hauling 235 10 a passenger train of ten or twelve long, heavy cars at the rate of forty-five or fifty miles per hour, gives an impression of majesty and power not soon forgotten by the observer, who is only far enough away from it to be safe. And as we stand in the depots in some of our large cities and see these trains arrive, at the end of their long and rapid journeys of one thousand miles or more, often on time to the minute, and realize that in daylight and darkness, sunshine or storm, they sweep over great plains, and over or through mountain ranges, sometimes toiling slowly and powerfully up heavy grades only to dash with renewed speed down the mountain sides and into the valleys, that this great burden has been car- ried such immense distances in safety by ma- chinery that is the creation of man's ingenuity and industry, we feel that it is indeed wonderful. Our great freight locomotives, of slower speed but of much greater weight and power, also en- gage our attention as we see them coupled to fifty, sixty, or more, loaded cars working heroic- ally to reach their destination on time. 236 II Many students of the steam engine are inter- ested in the performance of the locomotive as a heat motor and peruse carefully the figures for the coal and water consumption obtained by elaborate tests, and are gratified to note the economy ob- tained as the result of gradual improvement in design. The motive-power official may possess his share of sentiment, and certainly should be alive to all improvements that will increase the economy of the locomotive as a heat engine, but he must also look upon his motive power from afar more business-like standpoint. He must consider the locomotive as a machine a tool created for a purpose representing a large investment of capi- tal and costing annually a considerable sum for its operation, and must be deeply concerned in mak- ing it give the largest possible return to the com- pany. If to attain this end he must violate, in- the construction or operation of the engine, prin- ciples which he knows tend toward economy of water and fuel, it is his business to do it. And I have no hesitation in saying that to the carrying out of this wise and business-like policy are due 237 12 some features of locomotive practice that are sometimes condemned by those who are apt to look upon the subject entirely from the standpoint of economy in fuel. Perhaps I can best illustrate this business prob- lem by a comparison which every motive power official has had to make at some time, in connec- tion with the rating of his engines. The tests that have been made upon the locomotive in the testing laboratory of this university demonstrate that the most economical point of cut-off is be- tween one-quarter and one-third of the stroke. Other tests made on this same plant show that as the locomotive boiler is forced and the rate of combustion increased, the rate of evaporation falls off rapidly. The conclusion is therefore warranted that with a given speed a cut-off later than one-third of the stroke will result in a loss of economy, both in the boiler and the cylinders. Are we, therefore, warranted in endeavoring to operate our locomotives under these conditions of maximum fuel economy? The work of the en- gine varies so much with the grades that we can 238 13 not expect to run at a uniform rate of cut-off, but is it economy to endeavor to give the locomotive such a load that it will average one-quarter to one- third cut-off ? Let us look into the question. Suppose ours is a nineteen inch engine in freight service on a hilly division and that under a limita- tion of the average cut-off to one-third, the ton- nage which it can haul over the division is six hundred tons, exclusive of its own weight and that of the waycar. Let us further assume that if the engine is worked to its utmost capacity on the ruling grades, even if by so doing we must run it for many miles at from one-half to full stroke, we will be able to haul seven hundred and fifty tons. The train and engine crews' wages will amount to about 13.2 cents per mile or $13.20 per one hundred miles. When hauling the heavier train we are getting 25 per cent, more tonnage over the division for the same cost in wages, and thereby effecting a saving of $3.30 for each hundred miles the seven hundred and fifty tons are hauled. This is a clear gain in operating expenses. Now, let us 239 OF THE UNIVERSITY OF O 14 look at the actual consumption of fuel and in doing this we must bear in mind that while our nominal weights of trains are six hundred, and seven hundred and fifty tons, respectively, the real weights, allowing one hundred tons for the engine and tender and fifteen tons for the waycar, are seven hundred and fifteen, and eight hundred and sixty-five tons, respectively. Evidently the weights of the engine, tender and waycar form a fixed quantity in our calcula- tions and that the heavier the train the less the percentage of the total work of the engine needed to overcome their resistance, and the in- ternal resistance of the engine. Evidently the coal consumption in our comparison should be figured on the basis of the tonnage of the cars and their contents only, for upon this is based the earnings of the train. For the six hundred ton train the coal consumption may be taken at say seventeen pounds of coal per hundred ton-miles, or ten thousand two hundred pounds to haul the train one hundred miles. For the seven hundred and fifty ton train the consumption 240 15 per hundred ton-miles will be about one and one- half pounds less, or say fifteen and five-tenths pounds per hundred ton-miles. In other words, the lesser percentage of the total work of the en gine expended upon itself, its tender and the way- car, more than offsets the increased consumption of coal per indicated horse power. The total con- sumption for the seven hundred and fifty tons hauled one hundred miles will be about eleven thousand six hundred and twenty-five pounds. Thus, while the total consumption of coal per trip is of course greater for the heavier train, the con- sumption per hundred ton-miles is less ; conse- quently the fuel bill to haul three thousand tons of cars and contents will be less if it is taken over the road in four trains of seven hundred and fifty tons instead of five trains of six hundred tons. So we have saved money in both wages and fuel per hundred ton-miles. But the question is broader still. Evidently fewer engines resulting in a lesser investment are required ; furthermore, while the cost of repairs per mile run by the engine may be greater, the cost per hundred ton-miles of train 241 i6 hauled will be less. Again, the fewer engines will mean a smaller investment in round houses, shops, machinery, etc., and last, but not least, the opera- ting expenses will be reduced in more ways than train crew wages, and the liability of accident will be lessened by the fewer number of trains. Thus the broader the light in which this question is viewed the greater the economy of working the locomotive beyond the point of maximum economy per indicated horse power. That this view of this business problem is correct will be acceded to by every motive-power official. The situation may appear to you to be paradox- ical, particularly in regard to the item of fuel, but that coal can be saved by loading an engine heavily we have proof of daily. The road with which the writer is connected keeps an individual coal record by which the consumption of coal per hundred ton-miles by each engineer is recorded. In a group of men in comparable freight service on one division the best performance in November last was fifteen and nine-tenths pounds per hun- dred ton-miles, the engineer having an average 242 17 train of eight hundred and fifty-three tons. The poorest record was twenty-eight and seven-tenths pounds, but the average train was only three hundred and seventy-eight tons. Of course there are differences in engines, which was true in this case, but all our coal accounts support the statement that, other things being equal, the heavier the train the less the consumption per hundred ton-miles. The limit to this rule is not reached before the engine is so overloaded that the required time can not be made. So evident is this to our engineers that they are anxious to haul the heaviest trains of which their engines are capable, as by. this means only will their records compare favorably with others in the same class of work. This same mode of reasoning, by which the work of the engine is viewed by its effect upon the net cost of hauling tonnage rather than its economy in fuel per horse power, must apply to other questions involved in locomotive construc- tion and operation. On this basis the size of locomotives have been constantly increasing and 243 i8 will continue to increase. Anything which adds to the economy of performance, but limits the amount of work that can be obtained from the engine, either by reducing the tonnage it can haul per trip or reducing the mileage it can make per year, can not hope to succeed. If a compli- cated valve gear would save five or ten per cent. in fuel, but would cause the engine to miss a trip occasionally because of repairs necessary to the mechanism, the loss of the service of the engine to the company in busy seasons would possibly more than offset the saving in fuel. On the other hand, simple, strong and reliable construc- tion of the locomotive, facilities for quickly repair- ing it, and everything that will add to its useful mileage per year, is worthy of careful study. At the same time the necessity of meeting these conditions does not relieve the motive power offi- cial of getting the greatest possible economy out of the locomotive as an engine, after he has met the conditions noted, and if he does his whole duty he will be eager enough, in his attempt to 244 19 obtain this economy, to satisfy the most enthusi- astic student of the steam engine. In connection with the shops and the work done in them there are numerous business problems. It is not given to every superintendent of motive power to locate and build up a great plant that shall meet the company's needs. But when such a plant is to be built, the same business consider- ations obtain as in the creation of a manufactur- ing establishment. Most of us, however, find on the roads we serve a more or less complete equip- ment of round houses and shops, with which we must do the best we can. Oftentimes these shops, in their location, size and character of their buildings, are far from being perfect, not neces- sarily because some one blundered when they were built, but because no one could foresee the extent of the growth of the company's business and the extension of its track and equipment. Furthermore, as most of our large railroad systems have reached their present size by the consolida tion and absorption of smaller lines, each of which, when independent, had shops of its own, it is not 245 2O surprising to find a system provided with many shops, more or less completely equipped for doing the work of general repairs, and yet not one of them with all the facilities for doing work cheaply and on a large scale. This situation presents another business problem. The round houses, also, may have been originally located with refer- ence to the needs of the short lines now consoli- dated into the larger system, and with the prac- tice of having our locomotive runs average but little more than one hundred miles, which pre- vailed until recent years, these houses may all be in use. Again, we have a business problem before us. Every such point involves certain expenditures for superintendence, etc., and the smaller the number of locomotives handled at a given point the higher the ratio of these expendi- tures to the total outlay. Then the cost of dis- patching and round-house labor is not dependent upon the length of the run the locomotive has made, but is as great for a trip of one hundred miles as it is for two hundred miles. Conse- quently, where division terminals can be so 246 21 changed as to give the locomotives longer runs, round houses can be closed, resulting in a consid- erable reduction in the amount of labor required to handle locomotives at terminals, as well as a material reduction in the cost of the labor remain- ing to be done in the houses retained. Another advantage gained is the greater mileage that can be obtained from locomotives when the runs are lengthened. If we find the number and equipment of the shops to be as already indicated, a change will be necessary, if the cost of repairs is to be reduced to a minimum. You will remember that we as- sumed the repairs would cost four cents per mile. That amounts to $1,440 per locomotive per an- num, or $1,440,000 per 1,000 locomotives. If we can reduce the figure by one-half cent per mile, the cost per annum will be reduced by $180,000. To effect such a reduction we must have improved machinery and up-to-date meth- ods. But much of this machinery, if installed in a small shop, would be idle most of the time so 247 22 much of the time that it might not pay to pur- chase it unless more work can be found for it. To illustrate : Suppose a railroad finds it has no boiler shop that is properly equipped for econom- ical work ; at one of its main shops it takes out antiquated machinery, such as old punches and shears, single-spindle post-drills, bending rolls, operated by hand, etc., and in the place of this machinery is installed a powerful punch with throat deep enough to permit reaching the center of the widest sheet to be operated upon, a mod- ern shear, an hydraulic riveting machine with at least a twelve-foot gap, multiple-spindle drills, power bending rolls, an hydraulic flanging ma- chine, and other modern machinery, including traveling cranes. All hand work is now reduced to a minimum, and the shop is prepared to do the best of boiler work with great economy over the old methods. When this is accomplished it will be found that the shop is capable of doing a much larger amount of work than formerly ; in fact it can probably do the heavy boiler work for 800 locomotives, even if in its equipment there was 248 23 installed only one of each of the more important tools. It will not pay to improve every boiler shop on the road in this manner, nor will it be necessary. By concentrating the heavy boiler work at a few places the maximum of economy can be obtained and with the minimum capital in- vested in tools. And so we might go through the blacksmith shop, machine shop and other shops and find many similar cases where the introduction of improved machinery and methods must go hand- in-hand with a concentration of the class or classes of work affected thereby. Now nothing is more certain than the need of modern methods and first-class machinery in rail- road shops; from which it follows that concen- tration of work must be accomplished, at least to the extent of keeping properly employed this modern machinery. This leads us to turn our attention to the small shops on the various divis- ions, with a view of deciding how much of the work performed in them can be profitably trans- ferred to the larger and better equipped shops. 249 24 We may find that with proper round-house facili- ties for making the running repairs, some of them can be closed entirely. In such cases we gain not only the benefit of a lower cost on the work thus transferred to a better equipped shop, but we save in such items as light, heat, power, su- perintendence, etc. As superintendence itself is a large item amounting to about ten per cent, of the total expenses of the department the saving in this direction is not inconsiderable. There will still remain, however, numerous shops that must be maintained, and in which certain classes of repairs can be as cheaply done as in the main shops. It will be found economical, nevertheless, to take from them the heaviest classes of repair work, and also to relieve them of the manufactur- ing of much of the standard materials. Perhaps I have used the word manufacturing unadvisedly, for if each outside shop is allowed to furnish all the new parts necessary in the course of its repair work there will be little manufactur- ing done. When a locomotive is overhauled, such parts as driving boxes, shoes and wedges, 25 rods, crank pins, cross-heads, etc., need more or less work done upon them to take up the wear, and evidently such work never can be put upon a manufacturing basis. Here and there a new crosshead, crank pin, driving box or other part is needed, but in many shops the number required at any one time is too small to introduce the labor- saving methods that would be possible if they were made in quantity. Evidently, however, if the main shop undertook to supply these parts in a finished condition to all the outlying shops, they could be made in such quantities as to greatly re- duce their cost. This, I believe, is what should be done, and to a larger extent than is usually practiced. The main shops should undertake to make on a large scale as many of the new parts required in repairs over the system as the con- ditions will admit of, and this work should be done upon a manufacturing basis so far as prac- ticable. By this means the cost is reduced and there is every incentive to keep on cheapening the work and raising the quality of it by special 251 26 and ingenious methods, by templates, jigs, special cutters and other tools. To carry out this policy, two things are neces- sary : A standardizing of the parts of the various locomotives owned by the company, and liberal appropriations for the machinery needed in the work. The appropriations are matters which must be settled by the management. Without them these economies can not be effected and it is a matter of regret at times that there is not more money forthcoming for these purposes. But we will assume that this matter has been satisfac- torily disposed of and consider for a moment the work of standardizing. When you stop to think of the rapid changes that have taken place in locomotive design in the last ten years, by which steam pressures have been increased about fifty pounds and the size and weight of locomotives greatly augmented, you will readily understand that railroad com- panies which have purchased many engines in that time have a variety of designs in service. The consolidation of companies has in some cases 252 27 added to the variety of equipment under the care of the motive-power department. To manufac- ture parts for these engines it is necessary to use the same patterns and sizes on as many engines as possible. By so doing the quantity of stock required to be kept on hand will be less a most important consideration. To show you the need that may exist for standardizing and what can be accomplished I will quote you a few of the results obtained along this line in the motive-power de- partment with which I am connected. We have reduced to one or two sizes most of our cocks and valves, oil cups, injector checks, glands and all other brass work and small parts. At one time we had 113 different kinds of cabs on the 1,010 engines owned by the company; now their number has been reduced to nine. Pilots at one time were built of fifteen different heights; now there are but three. The number of kinds and sizes of smoke stacks have been reduced from legion to four. Two patterns of exhaust pipes have replaced forty-five old ones. Ten cross- head patterns take the place of twenty formerly 253 28 used. Three standard eccentrics take the place of eleven needed heretofore. Sixteen cylinder head casings and seven cylinder head patterns have been discarded ; also, six steam chests and casings. Six standard wheel centers now take the place of twenty-two formerly used. And so 1 might go through the entire list, but those al- ready mentioned are enough to indicate the great saving that can be accomplished both in the stocks carried and the cost of production. Not a week passes without seeing more of this work accom- plished ; and yet, in it all, one must be constantly on the alert for improvements and must not hold these standards too sacred. They have to be discarded occasionally if we are to profit by our own experience and that of others. But with both large and small parts properly standardized and special tools and methods introduced, prac- tically all the small standard parts can be manu- factured at one shop and many of the large parts can be produced in the same way. Some roads do nothing but repair work in their shops, but a few undertake to build quite a number 254 29 of their own engines. Rebuilding of locomo- tives is carried on to some extent in nearly every railroad shop. Where to draw the line in rebuild- ing it is difficult to determine. By this term I do riot mean the making of extensive repairs and yet retaining the original design. Most roads find themselves possessed of engines of moderate size, provided with boilers much too small for the cyl- inders, and carrying a low steam pressure. If these engines were rebuilt and given new boilers the tractive weight and power would be largely increased by the larger boiler and higher steam pressure. Whether it is advisable to do this de- pends upon the service the rebuilt engines are intended for. Perhaps I can best illustrate the manner in which this matter should be viewed by taking actual cases. A road needs for its passen-' ger service an engine, the equivalent in power of a seventeen inch engine carrying 180 pounds of steam. Its modern power is all large and the seventeen and eighteen inch engines owned by it will not do the work because the boilers are too small and they only carry 140 to 150 pounds steam 255 ,30 pressure. To rebuild one of these seventeen inch engines, giving it a new boiler, will cost, say four thousand five hundred dollars. I believe it will pay to do it, if the machinery is heavy enough for the higher pressure, as a new engine for the service required will cost about eight thousand dollars. We save not only the difference in the cost, but we have one less small engine on our hands. But suppose we expect to use these rebuilt engines in freight service and have no particular place for them, but only contemplate increasing their capacity by the rebuilding, we would gain about twenty per cent, in power by the change. If the tractive power of the old engine be expressed by the number 100, then three engines rebuilt would have a total tractive power of 360. The cost of rebuilding the three engines would be thirteen thousand five hundred dollars. Now if we leave the old engines as they are and spend eleven thousand five hundred dollars of this money in purchasing a heavy modern freight engine we will be able to get one with a tractive power represented by 175, and 256 we would then have four engines, three old and one new, with a combined tractive power repre- sented by 475, or an average of 118.75 P er engine. If we should scrap one of the seventeen inch engines we would have three engines with a tractive power of 375, or an average of 125. Thus we find that for two thousand dollars less money we can, by purchasing new power and keeping all our old power, get almost exactly the same average tractive power as by rebuilding, and that if we would scrap one old engine for each new one purchased the average tractive power of our engines would be considerably increased over what we could obtain by rebuilding. Evidently the figures are against rebuilding except where the rebuilt engines will fit into some particular place, generally in passenger service. I have shown you enough of the work of the motive-power department to make it evident that to successfully carry on a business as large as we have been considering, a complete and thorough organization is necessary. The peculiar charac- ter of the work, involving shop management 257 32 on the one hand and the control of a large body of men and the movement of many locomotives on the other, maintenance of the locomotives already owned and the designing of new ones, and the necessity of carrying on some of this work at points widely separated from each other, are all arguments against the possibility of any one man giving the details of this work his per- sonal supervision. And to trust these details to others, a unity of purpose and practice is required. The business at each point must be conducted as a part of the great whole and not on independent lines. Improved methods or designs worked out at one point should become the practice at all others, if capable of more than a local application ;. in this manner only can advantage be taken of the ability and ingenuity of those in charge at each and every point. Without this unity, stand- ards would soon be disregarded and would be of little value because they would not be based upon the experience of the whole department. A suc- cessful organization must not only assign to each person in it certain responsibilities and duties, but 258 33 it must be of such a character as to utilize the best work of each one. By giving to all as much of a voice in shaping the policies of the depart- ment as is consistent with the responsibility which must rest with the head of the department, I believe the best results will be obtained. If the men in charge at the various offices of a large department are asked to carry out instructions issued from headquarters without being consulted as to the effect of such instructions upon their work, the faithfulness with which they may carry out orders will never compensate for the loss to the department of the judgment and experience of these men, and the free expression of opinion which should prevail. Without attempting to lead you into the details of organization, I can assure you that, after the selection of capable men to fill the various positions of responsibility, an organization that will call out the hearty co- operation of each and every one of them is essen- tial to the success of the work. Co-operation, however, should not be confined to those in official positions. The further this 259 34 spirit of co-operation can extend into the rank and file of the department, the better it is for the company, its officers and the men themselves. This desirable result can be brought about by honest, fair dealing toward the men by those in authority over them. There is a wonderful amount of loyalty on the part of the men towards a great railway corporation that always endeavors to treat them justly, and fortunate is the company that wins that loyalty. Its value can not be computed. Many corporations, and many offi- cials possess it, and they have won it without yielding any of their own rights to the men, but simply by according them justice at all times. We need to bear in mind constantly that our employes are men and that a large percentage of them are manly men and should be treated as such. With this thought directing our dealings with them we cherish those much-to-be-desired relations between employer and employe, that conserve the interests of both. Statistics are usually so uninteresting that I have made but little use of them this evening. 260 35 Properly kept they are, however, of great value. By their use the business of the department can be grasped in its entirety. But in order that they should not mislead, they must not only be accu- rate, but must be on the right basis. In the past nearly all of the statistical work of the depart- ment has been computed on the engine-mile basis. In many respects this is most undesirable, as the engine-mile is far from being a constant unit. The ton-mile is a much better basis for much of our statistical work. Already we have placed all our coal records on this basis, and it is probably only a question of time when repairs and supplies will be computed in like manner. The impor- tance of this matter is nicely illustrated in our coal records. On the engine-mile basis the engi- neer who hauled the lightest train made the finest showing, other things being equal. On the ton- mile basis the man who hauls the heaviest train may expect to have the best record. Thus we furnish an incentive to actual economy of opera- tion, instead of putting a premium on extrava- gance. Furthermore, you can readily see that if 261 we had not considered the ton-miles we would not have seen any economy in fuel in our 75o-ton train, as compared with a 6oo-ton train, in our example of engine-rating. The value of the ton-mile statistics are also illustrated by the records heavy modern power is making on many roads. When these engines are first put in serv- ice the men find they burn a large amount of coal per mile run, and use more oil than the smaller engines. Computing their fuel supplies and re- pairs on the ton-mile basis, however, the perform- ance is seen to be a wonderful improvement over the smaller engines, and fully justifies their use on divisions whose business is heavy enough to properly utilize them. It will be clear upon re- flection that the statistics on the ton-mile basis would determine the true cost for a unit of work ; and furthermore, as this unit is also a fairly accu- rate measure of the value of the service rendered the company, we are able at all times to deter- mine with a fair degree of accuracy the cost of the locomotive performance per unit of revenue- producing service. 262 37 In my address to you this evening I have en- deavored to keep within the limits of the subject assigned to me, and have avoided as much as possible the discussion of technical matters. The .business problems of the motive power depart- ment are so numerous, however, that it would have been impossible in the time at my disposal to have touched even lightly upon them all. I have preferred, therefore, to take up only a few that confront us, with the hope that they would demonstrate how essential is the proper solution of such problems to the success of the work of the de- partment. These problems are not new, and in the near future some of them may cease to exist, their place being taken by others, brought about by new conditions and the rapid progress being made in economic railroad operation. The tendency of pas- senger and freight rates is steadily downward, and that the railroads may live on the reduced rates the cost of operation must decrease likewise. The motive-power department must contribute its share to the reduction of expenses, and must do it by giving careful attention to its business problems. 263 IX. EXPERIENCES IN THE MOTIVE- POWER DEPARTMENTS OF RAILWAYS. GODFREY W. RHODES. [ Not many superintendents of motive-power have en- joyed a wider experience than has Mr. Rhodes, and few have observed more carefully. His lecture, while dealing with incidents, was full of valuable suggestion. He discussed the fundamental principles which apply in the management of men, and urged the value of pains- taking and considerate attention on the part of heads of departments, sketching briefly some of his personal ex- periences and leading his audience to a broad view of the responsibilities resting upon those who are called to direct the work of others. The dependence of practice upon the application of correct principles was emphasized and the necessity for conducting experimental investigations under conditions of actual service was presented in a most force- ful and attractive manner. The value of experimental research was illustrated by a brief account of the Burlington Brake Tests, but the mod- esty with which the speaker referred to the difficulties encountered, and to the far-reaching effect of the results obtained, aroused but slight suspicion in the minds of the student audience that he was the masterful leader in that great work. In deference to the urgent desire of the author, this lecture will not appear in published form. ED.] 265 X. RAILWAY SIGNALING. FREDERIC A. DELANO. THIS subject, as you can readily understand, is a pretty broad one, but in its use in connection with railway operation, it is restricted to a comparatively narrow field. In railway operation, signals may be classified as follows : 1. Fixed signals designed to protect railway crossings, turn-outs, cross-overs, switches and the like, such as semaphores and switch targets. 2. Fixed signals to space trains, called block signals. 3. Fixed signals designed to stop trains for train orders. 4. Audible signals, such, for example, as whistle signals, torpedoes, etc. 5. Hand and lantern signals used by train and yard men in handling trains, or in switching cars. 6. Bell or whistle cord signals used by train men in pas- senger train service only. 267 Our time this afternoon will be confined entirely to the consideration of fixed signals, and by the term fixed signals we must not get confused with stationary signs and posts. It has not been un- common for writers on this subject to call mile posts, whistling posts, stationary road crossing signs, and slow boards, fixed signals. In point of fact, these are stationary signs, and can not be considered signals, all definitions in the dictionary to the contrary, notwithstanding. To my mind a signal must, in the nature of things, be capable of two or more interpretations, in the most simple form a positive and negative one, and under this conception of a signal all stationary signs, which can only be susceptible of one inter- pretation, would be excluded from the term sig- nal. On the other hand a fixed signal is so named to distinguish it from a movable signal, such as hand or lantern signals, or from audible signals, such as whistle or bell signals. By a fixed signal we mean that there is a stationary staff or mast at which the various indications are dis- played, be these two or more. 268 3 When fixed signals were first employed on rail- ways, the important thought was to make the cautionary or danger indications prominent. The reverse or opposite indication of the signal was considered unimportant; thus, the earliest form of signal to indicate the position of switches was the old target, a simple revolving disk, which showed the entire face of the disk when the switch was thrown for the side track and against the through line, but simply the edge of the disk when the switch was thrown in the reverse posi- tion or with the through line clear. In the same way the earliest form of semaphore, when in the "all-clear" position, disappeared behind the post on which it was mounted, or, in some cases, into a case or box, thus completely hiding it from view. It has only been in recent years, say twenty- five years in this country and somewhat longer in England, that the principle has become gener- ally established, that it is quite as important to show a definite unmistakable indication for each interpretation of the signal. In other words, it is 269 as important for the locomotive engineer to know that the line is all-clear, as it is to know that the road is blocked, and the rule has been generally adopted that the absence of a clear signal must be interpreted as a danger signal ; also, that the normal position of all signals is at danger, and any failure of parts allows the signal to go to danger. The fixed signal may be classified under two general types : First, the semaphore signal ; and second, the disk signal. The semaphore signal seems first to have been described by the Greek author Polybius, but came into use in modern times toward the end of the last century, when it was proved to be the signal best suited to be seen at long distances. The signal was simply a hinged or pivoted board projecting from an up- right mast. It was found by experiment that a signal made in this way could be seen against the sky for very long distances, and that various in- dications could be made by changing the position or angle of the board relative to the mast. It was first introduced in France about the time of the 270 5 French Revolution for conveying messages be- tween distant signal towers, and the name of the engineer who first introduced the system was Claude Chappe. He was made Engineer of Telegraphic Lines in France. Subsequently the semaphore signal came into use in marine ser- vice, and later, on railways. Under the general type of disk signals there may be included all forms of revolving signals and swiveling or otherwise disappearing shutters, within a fixed frame. Both these types of signals, i. ., the semaphore and the disk signal, are ef- fective only in daylight, and must be supple- mented by lamps and colored lenses at night. Thus while by daylight we differentiate fixed sig- nals into two main divisions, we must make our night signals all of one general type ; for while ingenious devices have been suggested and suc- cessfully operated to make an illuminated sema- phore blade, the best practice to-day returns to the lamp and colored lenses. The technique of signaling, and the various appliances which go with it, is too elaborate and 271 complex to consider fully in this lecture. The system, as we find it to-day, is an evolution, and every inch of the way of progress has been fought over ; every part has been added or altered to fit a want, either actual or supposed. Ingenuity has constantly been creating new devices, many of which have later been discarded. Not a few of the difficulties in relation to the use of signals are those incident to the severe climatic conditions prevalent in England and in this country. To understand the subject we must consider it in approximately the order of its development. Semaphore signals came into general use first in Great Britain, and, in fact, on account of the density of traffic and governmental requirements, reached quite a high state of development before the art of signaling was much considered in this country. In England, as grade railway crossings were rare and stations with sidings and turn-outs numerous, the first necessity of signals was to protect trains in the use of these sidings and turn- outs, and indicate to the locomotive drivers the position of the switches. 272 As I have said before, the first form of signal or indication at a switch was the target or revolv- ing switch stand, used in an improved form to this day ; but as speed increased it soon became evident that locomotive drivers must be fore- warned of the position of the switches by a signal that could be seen at considerable distances. This led to the introduction of the semaphore signal near the switch, and when the alignment of the track precluded the possibility of seeing these signals at considerable distances, an additional signal repeating the position of the signal near the switch was put in advance further up the line.* *At first these semaphore signals near the switch or the repeating signals in advance were thrown independently of the switch, and the em- ployes were trusted to follow prescribed rules as to throwing these signals first, and before throwing the switch, but it was soon found that this was putting too much dependence on humanity, and a simple mechanism was devised by which the signal was locked or slotted with the switch in such a way that before the switch could be moved the signal must first be placed at danger, its normal position, and after the switch was thrown the proper signal again cleared. Thus we see that the interlocking system began in England with the locking of a single switch with the signal which gov- erned it. This developed into the locking of several switches with a single semaphore, and finally of making a certain succession of movements on any desired route or line of movement, dependent upon certain other suc- cessive movements for some other route, with a view of making it impos- sible for an operator to give clear signals for conflicting routes. And whereas, the earliest interlocking: machine was out of doors, or as we now say, " in the field," with perhaps two levers, one to throw the signal and the other to throw the switch, the highly developed machine of to-day is in a central tower containing perhaps one hundred or more levers, some operating signals, some operating- locks, and some operating switches. 273 8 This, then, was the first use of what became and are still known as "home" and "distant" signals. As important stations became equipped with these safeguards the increase in traffic cre- ated the further necessity of spacing trains, which was, of course, especially important in England on account of fogs, and subsequently these signals at stations, when connected, station to station, by electric telegraph, came to be used to space trains. This was the embryo block system, be- ginning by spacing trains on a time interval, and developed gradually into the discarding of the time interval block, and the adoption of what is usually spoken of as the "absolute block." Under the theory of absolute block no train could start from any station, until the next train ahead of it had cleared the station next in ad- vance. This met with objections, in that it de- layed traffic. Two courses remained open ; one was to allow more than one train to pass into the block, or space, and this was done by using a dis- tinctive signal to indicate that there was already a train in the block. The other course, which, 274 9 because it meant considerable additional expense, did not come in at once, has since come into more and more general use, displacing the first, namely, dividing the space by putting in signals and cabins at which they could be operated, intermediate be- tween the former stations. This plan has pre- served the good features of the absolute block, and, according as the space or blocks have been shortened, has increased the traffic capacity of the line to the theoretical limit. The block system, as developed up to that point, was perfect so far as it went. If the rules were obeyed, trains on a double track line were spaced with absolute safety, but this "if" was found to be a very important one, for it meant that a great deal of dependence was put on the human frailty of the operators in the towers (variously called cabins or boxes, and in this country, towers or cabins). Ingenuity again set to work to overcome this difficulty, and the development has been along the following lines : First, there has been an effort to simplify the intercommunication between 275 10 towers, and, whether using the electric telegraph, or a bell signal electrically transmitted over a wire, the effort has been to prescribe a very simple kind of a signal, and to prescribe the method to be fol- lowed with such precision that operators become accustomed to a regular procedure, and follow it like automatoms. The second notable improve- ment has been in making one operator a check on another, and by a combination of electrical and mechanical means, interlocking one operator with another, so that it is impossible for one operator to give a "clear" signal until the next operator has given his consent, and " released " him. The third, and by far the most advanced stage of the development, has been to make the operation of the signals entirely automatic. Advancement along the first and second line has been notable in England, whereas the last development of the automatic block signal has been confined entirely to this country. To return to the development of signaling in the United States, it is important to bear in mind that owing to the very different necessities in this 276 II country, it has been in a way entirely different from that in England. What had been done in this country prior to 1874 need hardly be con- sidered, except in respect to the ' 'train-order" signal, which need not be especially described here. Whatever advance had been made prior to 1874, was practically discarded, and superseded by the English system which began to be intro- duced here at that time. In this country, how- ever, the first necessity for signals was to protect the crossing of one railroad with another at the same grade, and the first modern signal plant in- troduced, was the Saxby & Farmer interlocking machine, put in by the Pennsylvania Road at East Newark Junction, in 1874. This machine is now a permanent exhibit in the Field Columbian Museum in Chicago. Following closely on this was a necessity for a block system on lines of heavy traffic. It will be seen, therefore, that while in England, signals at stations interlocked with switches and cross-overs, came first, and that successive stations equipped with signals became, subsequently, a block system with 277 12 intermediate blocks added as the necessity arose ; in this country the necessities developed a sort of double system not co-ordinate : First, signals to protect occasional crossings of railroads at grade, and, second, a block system independent of switches and turn-outs, to space trains and pre- vent rear-end collisions. In England, in the nature of things, no block system could grow up independent of the signals interlocked with switches, turn-outs, and cross-overs, but in America there has grown up a block system side by side with an interlocking system, and many of our railroad men to-day, and among them, able signal engineers, treat the two systems as sepa- rate and distinct, urging the use of a different form of signal for the interlocked signal, than for the signal which is simply designed to space trains. To the man up a tree, this distinction is objec- tionable and certain to lead to great confusion sooner or later. To him it seems that as neces- sity grows, all our switches and cross-overs on the main lines, as well as junctions and crossings, 278 13 must be protected by signals completely inter- locked with each other. At the same time, as the block system grows, one will soon overlay the other, and become very confusing. To come nearer to earth, the man running the engine recog- nizes primarily only one of two meanings in sig- nals, whether they be of one form or another ; to him they must mean either that it is safe for him to go ahead, or that he must stop. He must know this as distinctively as possible, and in as few words. A circumstance that has added to the confusion is that while the semaphore signal has always been retained as the best signal for our interlocking plants, it has been found that some form of disk signal, incased in a weather-proof frame, could be more conveniently and economic- ally operated in an automatic block system. This confusion bids fair to find an early solution in the general selection of the semaphore as the proper type of signal, whether it be interlocked with switches at stations and junctions, or whether it be simply a block signal, operated manually or automatically, for there is no denying that the 279 14 semaphore is the preferable type of signal. Until this time shall have been reached, however, we shall have on some of our railroads three styles of fixed signals, differing slightly by day, and in- tended to convey slightly different shades of meaning to the engineer running the train, but at night not differing at all. These three styles of fixed signals are : First, the interlocked signal, which tells the engineer whether he must stop, or whether he may proceed, and, if he may proceed, by which route he is to be sent ; second, the block signal, which tells the engineer he must stop or go ahead, because the road is blocked or clear ahead of him ; and third, the train-order signal, which tells the engineer to stop if there is a train-order for him, or to go ahead if there is none. Great as has been the development in signal- ing in recent years, what is needed now is a ra- tionalizing of many of the inconsistencies which now exist, and a simplifying of the indications of the signals, and of the signals themselves as much as possible. The importance of this state- ment can best be appreciated by those who 280 15 frequently ride in a locomotive cab, not by sitting at the office desk. An engineer on an engine haul- ing a train at the rate of 60 miles an hour ad- vances at the rate of 88 feet per second, and a signal must mean something decisive to him, im- mediately. One of the greatest arguments against the differentiation in the style of signals made in daylight signals is that no similar differ- entiation can be made in the night signals, and at best there is confusion in night signals arising from the multiplicity of signal lights at switch- targets, on trains, in neighboring buildings, and elsewhere, all of which add very much to the possibilities of confusion. The remedy for this is to diminish unnecessary signals as much as pos- sible, and I am inclined to think that much more can be done in this direction than has ever yet been done. DESCRIPTION OF SIGNALS. The home or stop signal, when made of the semaphore type, consists of a board with a square or straight end, painted red, with a white stripe 281 i6 on the face, and white with a black band on the back. (See illustration.) It is so mounted that it always points to the right of the mast on which it is located, and the mast is placed on the right- hand side of the track it governs, to an observer, facing in the direction of the train movement. When it is not possible, as sometimes occurs, to place the mast of the signal on the right-hand side next to the track it governs, the mast is sometimes placed on a bridge or on a branched or bracketed post. By night the home signal, under the prac- tice that is practically universal in this country, shows a white light when it is " pulled off" or at all-clear, and a red -light when it is displayed at danger or stop. This signal always means pri- marily the same thing, whether it is used as a signal interlocked with the switch or whether it is used as a block signal or train-order signal ; that is to say, it always means stop or go-ahead. The secondary meaning in each case may be different, but the primary meaning is certainly the all-important one. It will readily be seen that the term home signal, although it has come into 282 such general use that it can hardly be discarded, is nearly a misnomer when the general use of this signal is considered. It was well named home signal when it was the signal close to the switch point which it was intended to govern, and close to the tower, cabin or station from which it was operated. It seems improperly named a home signal when it is used as a block signal or a station signal far beyond a station, or in advance, to protect a train which is stopping at the station. Home Semaphore Signal. (Horizontal, meaning stop.) Home Semaphore Signal. (Pulled down, meaning proceed.) 283 i8 This semaphore or pivoted board displayed hor- izontally means stop ; pulled to clear or, as they say in England, "pulled off " not, as formerly, so that it disappears behind the post, but as is now the usual practice, pulled so that it drops to an acute angle with the post or mast, or, as is the practice of some roads, to a vertical position par- allel to the mast, it means proceed, or all-clear. Some roads make this same semaphore give an intermediate indication between the stop position and the all-clear position to mean proceed with caution. At junctions, or where there are one or more lines of track opening into several, it has become necessary to use this same semaphore signal to indicate not only to stop and to go-ahead, but, if it is safe to go-ahead, by which route the train is to proceed. The first plan of doing this was to put as many semaphore blades on the mast as there were routes. The top blade. was intended to indicate whether the right-hand route was clear or blocked ; the second, whether the next route to the left was clear or blocked, and so on. This soon lead to great confusion, and was 284 19 discarded in this country, although it is still in use in England, where I have seen semaphore posts with as many as six or ten blades on a single mast. In this country a comparatively simple rule has been adopted : That the number of signals on any mast is limited to two, the top blade to indi- cate whether the main or superior route is clear FIG. 3. Two-arm Home Semaphore Signal. or not, and the lower blade to indicate whether the engineer must stop, or whether he may pro- ceed by any other route. In other words, this plan contemplates that the lower blade governs 285 2O the procedure of the train on all other than the superior route, whether the inferior routes num- ber one or a dozen. In some quarters the objec- tion has been made that where one line divides into two lines of practically equal importance, and into less important routes besides, it is impossible for the engineer to judge, when he gets a signal FIG. 4. Two-arm Distant Semaphore Signal. to proceed by the inferior route, whether he is to be sent by a high-speed route or into a yard siding. To overcome this objection, two distant signals are placed sufficiently in advance of the 286 21 home signals to repeat the positions of the home signals, and the top distant signal operates with the top home signal, showing whether the supe- rior route is clear or not, while the bottom distant signal works with the bottom home signal, and is cleared only when the bottom signal is cleared for the second important or high-speed route, but can not be cleared when the bottom home signal is cleared for any unimportant route. When the home signal is made of the disk signal type, the disk or swiveling shutter shows trans- parent or white when the signal is clear, and red when the signal is at danger or stop. CLEAR DANGER. CAUTtON. DOUBLE POST. CLEAR DANGER. CAUTION. DOU3LE POST. FIG. 5. Some of the many forms of Disk Signals used in Block Signaling. 287 22 A distant signal when made of the semaphore type, is very similar to the home signal, but with a fork or fish-tail end, and painted green with a forked white stripe on the face, and white with a black band on the back. Although the usual prac- tice to paint the face of the home semaphore signal red, and the face of the distant semaphore signal green, the form of the signal and not the color is of prime importance, and some companies paint the face of both home and distant signal a lemon yellow color. By night the distant signal, by the usual practice followed in this country, shows a white light when it is pulled off, or clear, and a green light when it is horizontally displayed to show that the home signal, whose position it re- peats, is displayed at danger or stop. Distant signals of the disk signal type when used, have a disk or swiveling shutter, displaying a green disk or shutter when the home signal in advance is at stop, and the white or transparent disk or shutter, when the home signal in advance is clear. 288 23 The distant signal, or a signal of precisely the same description, is not infrequently known by railway men as a " cautionary signal." This arises from the use of signals in a permissive block system, that is, where more than one train is allowed in a block, and where the signal simply FIG. 6. FIG. 7. Distant Semaphore Signal. Distant Semaphore Signal. (Horizontal, meaning stop at the (Pulled down, meaning proceed.) Home Signal.) means to the engineer, "there is a train in the block ; you must proceed with caution, expecting to meet it." In England, because the permissive block has practically gone out of use, the distant 289 24 signal is always called a distant signal, and never a cautionary signal. It is painted the same color as the home signal, and displays the same colored light at night as the home signal, although the signal has a fish-tail end and so differs in respect to form from the home signal. It does not require much thought to see that these two meanings of the distant signal are wholly different and distinct, not to say some- what inconsistent. In its use as a distant signal it simply repeats the position of the home or the stop signal, forewarning the engineer of the posi- tion of the stop signal, which he may or may not be able to see, but the cautionary signal, as used in this country, means to the engineer that he must proceed with caution expecting to find a train in the block. In the automatic block signal system as it has been frequently introduced in this country, it is common to put a distant signal on the same mast as the home signal. The dis- tant signal in this case is a distant signal, and not a cautionary signal, for it means not that there is a train in the block in advance, but that 290 25 the next block signal at the beginning of the block beyond, is at danger or stop. In other words, it does not, if displayed horizontally, mean to proceed with caution expecting to find a train in the block, but it means that the block signal next in advance of this one is at danger or stop. It is obvious, therefore, that with the further in- troduction of the automatic block signal, and with the discarding of the permissive manual block system, except with a written order or printed card, the cautionary signal must go, and the dis- tant signal alone remain. As explained in the beginning of this lecture, the reason the semaphore signal was first intro- duced is that it could readily be seen at great dis- tances. This is true regardless of the color it is painted, and, in fact, at a distance the color of a signal of this form is not distinguishable. If seen in shadow, it appears dark gray, or nearly black against the sky, and if seen in bright sunlight it appears a lighter gray. The principal arguments for painting signals of the semaphore type is so that engine and train men may better recognize 291 26 and understand them at close range. Thus the face of the signal, or the side from which it is to be interpreted, is always painted a distinctive color, red for home or stop signals, green for distant signals, or, as I said, on some roads, lemon color for the face in both cases. The back of the signal, or the side from which it is never to be interpreted, is always painted white with a black band across it. The semaphore post or mast is usually painted white or yellow with black trimmings at the bottom, and black on all iron work. The importance of placing signals so that they can readily be seen at considerable distances has not been as fully considered in this country as in England. Here, the usual rule is to make sema- phore masts of a standard height, so that the signals shall be displayed at a standard height above the rails, usually about 20 feet for a sin- gle signal or for the lowest one of two, and 4 feet higher for the next signal above it, in case there are two signals on the mast. This seems a convenient and good rule, but there are 292 27 times when exceptions should be made to it. This is illustrated by the English practice of "sighting" signals. There, before the signals are set, the signal engineer is required to de- termine the position and height of the signal with a view of making it readily visible at consider- able distances, and obtaining a good background for the signal. Sometimes artificial backgrounds are built behind signals, and not infrequently sig- nals are placed on masts as high as 40 to 50 feet, with a repeating arm close to the ground, so as to enable the engineer to see the arm high in the air, or near the ground, at all times. Dwarf signals are used to a considerable extent on slow speed tracks in freight yards, and for " back up" signals on main lines. As their name implies, they are simply miniature semaphore sig- nals which can be conveniently located between tracks without causing serious obstruction. The development of the interlocking machine is an interesting study in itself, and I will only in- dicate the line of progress. As explained already, 293 28 the embryo interlocking machine was a very sim- ple affair. Each switch and each signal was han- dled by separate levers and a simple mechanical device made to interlock them. It was soon found that there was enough lost motion or spring in the parts to make it possible to give a clear signal when the switch points with which the signal was to operate were not in proper position close to the stock rail. This made it necessary to use a separate "lock" or "plunger" to lock the switch in both positions for the main or for the side track. This considerably increased the number of levers necessary to handle the ordinary switches about a junction point, thereby increas- ing the cost of installation and making the manip- ulation both clumsy and slow. This led to put- ting several switches or locks on the same lever ; for example, throwing both ends of a cross-over with a single lever, and this process of hanging additional switches and locks on the same lever greatly simplified the locking arrangement in the machine, but, on the other hand, made the work 294 of throwing the levers more difficult. Develop- ment along this line continued, however, and in many cases locks and detector bars were thrown with the same lever that handled switches, using an ingenious device, known as a switch and lock movement. Along the same lines several signals were frequently operated by a single lever by various ingenious devices called "selectors," and these are still in use to this day in several forms, although less popular than at one time, as they are open to certain serious objections. The pro- cess of combining various movements, and thus centralizing in one machine the handling of many switches, some of them at considerable distances from the operating tower, went so far that it was found in some cases that something more than man power would be required to throw the levers, and hence at complicated junctions and at many termi- nal stations the actual movement of the switches, locks and signals is effected by hydraulic pressure, air pressure or electricity; the operator simply manipulating the valves controlling the power. The interlocking machine of to-day, whether 295 29 6 purely manual, or operated with the assistance of power, is a great improvement over the older machines, and the improvement has been en- tirely in the direction of greatly simplifying the interlocking in the machine in the manner already indicated, and by simplifying and strengthening the design of various moving parts. The development of the automatic block signal, which, as already indicated, represents the highest state of the art in block signaling, has been the result of an immense amount of ingenuity. Vari-. ous plans, more or less successful, have been de- vised by which a signal at the entrance of a block is displayed at danger by the entrance of a train into the block, and cleared again by the departure of the train at the other end of the block. The consensus of opinion seems to be that none of these devices are satisfactory, except those which make use of an electric current passing through the rails of the track in what is called the "track circuit," the reason for this being that no treadle or track instrument can properly provide for the emergency of a " break-in-two," whereas with a 297 32 track circuit, a single pair of wheels left in the block will hold the signal at danger as effectually as if the entire train was there. The track cir- cuit has the further advantage of showing a dan- ger signal if the line is blocked by a broken rail, .a wash out, or a burned bridge, which is in itself a very important feature. Briefly, the principle on which a track circuit works is this : The rails at the beginning and end of the block are insulated from the track adjoin- ing. This is effected by wood or indurated fibre joints ; then the rails within the block are bonded or electrically connected by means of track wires, because the angle bars can not be trusted to carry the current. At the farther end of each block is located a track battery, consisting of say two gravity cells which supplies the current for the rails and the track relay. Each pole of this battery is connected to one line of rails and at the near end of the block the two lines of rails are connected with the poles of a track relay. When the track is in its normal condition, no rails broken, all switches set for the main 298 33 route, and no train within the limits of the block, the current will flow from one pole of the battery through one line of rails, thence through the track relay and the other line of rails, back to the other pole of the track battery; but if a rail is broken, or a switch misplaced, or a train or any part of a train is within the block, the current from the track battery, which is very light, is prevented from reaching the track relay, and the track relay, which has comparatively high internal resistance, remains unexcited. When the track relay is excited, a circuit is closed in the signal circuit operated by a battery located at the signal, and the operation of this is so arranged that so long as the track relay remains excited and the signal circuit complete, the signal will be held at safety or all-clear, but if from any cause the track relay is unexcited, the armature bar is released, the signal circuit broken, and the signal allowed to go to danger or stop by gravity. This is the track circuit in its first and simplest form. In recent years it has been modified so as to make the automatic signals remain nominally at danger (3) 34 and go to the clear position in advance of an approaching train, if the block into which the train is entering is clear and the track unbroken. There are several methods of operating the sig- nals themselves. Those most commonly in use make use of air pressure, or of an electric current, either operating on the signal directly, or through an electric motor. In the first case, the signal circuit simply operates to open and close valves while the air pressure does the work of moving the signal; in the second case, the signal must be made very light and almost perfectly balanced, and incased in a weather-proof frame, thus pre- cluding the possibility of the use of an ordinary exposed semaphore, so that the signal circuit may operate it ; but in the third case, the signal circuit simply opens or closes a switch for a dynamo current operating through a small electric motor located on the signal post, operating the sig- nal by means of an ordinary rack and pinion. 300 XI. CAR DESIGNING AND CONSTRUCTION. ARTHUR M. WAITT. SO far as my information goes, in the past little or no attention has been given to the elements or principles of car design and construction in the instruction given to young men in our technical institutions, and it is grati- fying, and to my mind a sign of progress, that Purdue University, in outlining a course in Railway Engineering, has given to this important but greatly misappreciated feature of railway operation its due consideration. Few of those of us who have had the good fortune to have the benefit of a mechanical train- ing in a technical school, but have sought to 303 obtain as thorough a knowledge as possible of the fundamental features of locomotive design and operation, but until coming in actual contact with the railway service we have been in complete ignorance of the vast extent of the problems of car design, construction, maintenance and inter- change. It is to be hoped that the graduates in Mechanical Engineering in future years, who may choose railroading for their career, may be more fully equipped for handling the perplexing problems which confront the mechanical super- intendent in the car department work, as well as the locomotive department. When the statistics, found in the 1897 issue of Poor's Manual, show that in 1896 there were on American railroads 36,080 locomotives, 32,627 passenger equipment cars, and 1,189,927 freight equipment cars, and when it is considered that the locomotives, as a rule, are continually run- ning on the home road, while the vast number of cars are largely moving on foreign roads, often- times never being in the shops of the home road for months and sometimes years at a time, it will 304 3 be seen that the problems which confront the mechanical superintendent, in connection with the maintenance of his migratory car equipment, are likely to be much more complicated and arduous than those arising in the maintenance of the smaller number of locomotives which are constantly under the watchful care of the road most interested in them . From the fact that the cars have to be main- tained and repaired by foreign roads far removed from the lines of the owning company, it has be- come necessary in their design to so construct them that they can readily be repaired at the shops of foreign companies. In order to bring about this result an organization was formed, some thirty years ago, called the Master Car Builders' Asso- ciation. This Association was composed of representative men in charge of the car depart- ments of the leading roads in the country. Their primary objects were to agree upon methods and bases of exchange of cars between the different roads, and in conjunction with that to carefully consider and adopt, where possible, standard shapes and sizes to be used by all companies 305 for parts of the cars which were most liable to breakage, and would have to be most frequently renewed by foreign roads. This Association is still in active operation, and is one of the most important and influential of the railroad associa- tions now in existence. At its yearly convention the best mechanical minds in the railroad service gather to consider advance steps in connection with the most practical methods of car inter- change, car design and the adoption of standards. The proceedings of this Association furnish the best condensation of the forward movement in car construction and design that can be had, and I would recommend the perusal of its reports and discussions to any of you who wish to become conversant with up-to-date practice in this line of work. It will be my endeavor in the time that is allotted to me to convey to the young men before me, in a somewhat elementary manner, some of the important features of car design and construc- tion, with which some of you may be confronted in the near future. 5 The primitive railway coach for transporting passengers resembled a small log cabin on wheels, the wheels having flanges to guide the car on the track. The primitive form of freight car was simply a platform carried by four flanged wheels. These crude forms were soon superseded by sub- stituting a stage coach for the log cabin, and a wagon for the plain platform. From these simple beginnings there have been gradually developed the elegant palaces on wheels in which we ride at ease in these last days of the nineteenth century, and the multitudinous variety of freight cars, suited in detail to the numerous classes of freight to be hauled. All of the primitive cars were of the four wheel variety, but now, except for a few special uses, none of this type are built. It is needless on the present occasion for me to take the time to trace in its rapid advance the various stages of progress in car construction and design, as there are books in print giving this information in detail open to every one. I desire now, in a brief way, to place before you some of the elements in the construction of 307 the prevailing types of cars used in this country at the present day. Cars may be divided into two general classes, passenger equipment and freight equipment. Of the former the principal varieties are sleep- ing, parlor, dining, cafe, coaches, baggage, mail and express cars, and combinations of the above. The latter may be divided into box or house, stock, gondola, coal and flat cars, of each of which there is an almost endless variety, suiting the cars to the special class of traffic for which they are used. CAR DESIGNING. In designing railway cars the mechanical en- gineer is met with a series of problems far different from those found in the design of any stationary structure. With stationary structures, like buildings and bridges, there are well known formulas on which to base calculations as to the proper size of materials to be used, but in the case of a car moving in a rapid train, sometimes over rough tracks, around curves and over frogs and switches, and subject to the severe shocks and jars incident to railway service, there are no rules or formulas which can be used in designing the work. Experience, observation, the experience of others, and good judgment, are the principal factors which it is necessary to rely upon in car design. To one in practical railway service, the frequent inspection of the scrap pile will give valuable data to assist in eliminating from a car weak features in its construction. Cars being structures subject to such unusually severe usage, necessarily require frequent repairs and renewal of parts, hence in designing great consideration must be given to so construct as to provide for ease in maintenance and repairs, as well as strength and symmetry in the first con- struction. As cars do not remain always on the home road, but are dispatched to all parts of the country, and require repairs in shops many miles from the home road, it is desirable, as far as possible, to have uniformity in dimensions and shapes, so that no unnecessary expense or delays in getting 309 8 material may occur when a car has to be repaired away from home, hence the use of the so-called Master Car Builders' standards, as far as possible, should be a fundamental principle in the car builder's mind. DIMENSIONS AND CAPACITY. With cars of the present day, there seems to be no limit to the variety of sizes and capacities. In passenger service the sleeping cars have now reached a length of eighty feet over all, and between ten and eleven feet wide, while passenger coaches and baggage and mail cars range from forty to sixty feet over all, according to the necessities of the roads. In freight equipment the cars vary from about twenty-eight up to fifty feet in length, varying according to the possibilities of gaining extra tonnage by the increase in dimensions of cars a few inches in length, width or height, above that of a competitor. Many efforts have been made to obtain uniformity in the general dimen- sions of freight equipment, but little has thus far been accomplished. It has been agreed by the 310 American Railway Association that for general traffic box cars should be limited in size to thirty- seven feet in length, nine feet one inch in width over sheathing, nine feet in height from bottom of sheathing to top of eaves, and should have a max- imum capacity of sixty thousand pounds. For special lines of traffic these limits are often ex- ceeded. Railway cars may properly be considered as consisting of two principal parts a platform or superstructure called the body, and a set of wheels with their necessary controlling frame work of wood or metal, called the trucks. In giving a running description of some of the more essential features of car construction, as there is a wide difference in detail between pas- senger and freight equipment, it may be best to consider some of the more important features of freight equipment cars, this class of cars being by far the most numerous, the most frequently de- signed by the railway mechanical superintendent, and having in them the foundation principles from which passenger equipment cars were evolved. 311 IO FREIGHT CAR BODIES. .? Sills: The foundation or floor frame of freight cars usually consists of from six to eight longitudi- nal sills. (See Fig. i.) There are two side sills of proper length made of either yellow or Norway pine. These are generally from eight to nine inches deep by from four to five inches wide, and in cars like flat cars, having no superstructure to help carry the load, they are made twelve and even fourteen inches deep. In the center of the floor frame are two center sills, usually of yellow or Norway pine, spaced from four to ten inches apart, and made from four to five inches wide and from eight to nine inches deep. Between these and each side sill there are usually placed one or two intermediate sills of the same material, from three and one-half to five inches wide and from eight to nine inches deep, spaced conveniently to suit the general design of car. At each end of the frame is an end sill, usually made of white oak, from six to eight inches thick by from eight to 312 II nine inches deep, extending clear across frame, and into which all the longitudinal sills are framed, generally with double tenons. Cross Tie Timbers: Near center of car, spaced from five to nine feet apart, are generally located two cross tie timbers of white oak, from three and one-half to four and one-half inches wide by from six to ten inches deep, and extending from outside to outside of side sills. (See Figs, i and 2.) These timbers are securely bolted to the under side of the sills, and are generally gained out one-half inch or more deep to receive the sills, thereby holding the sills at their proper spacing, and serving also to transmit equally to all the sills the support fur- nished by the truss rods, as will be explained later. Body Bolster: The support given to the car body by the trucks is transmitted by means of body bolsters, located usually about five feet from each end of the car. (See Figs, i, 2 and 3.) The bolsters are usually iron trusses composed of a top or tension member from six to ten inches wide by from five-eighths to one inch thick, and an in- verted arch compression member of the same 313 13 width and from seven-eighths to one inch thick. The body bolsters generally'have both members below the sills, but sometimes in more recent de- sign, the top or tension member is located on top of the sills, the truss enclosing the sills, thereby obtaining a deeper and much stiffer truss. Where both members are below the sills, there is an arch of from five to six inches between the members. The bolsters extend from outside to out- side of the sills, and the sills are oftentimes notched or gained out to receive the top member. Body bolsters are securely bolted to all the sills. These bolsters are sometimes made compound in form, that is, instead of one wide bolster, two narrow ones spaced a foot or more apart are used. At the present time many patented styles of con- struction from rolled and pressed steel shapes are being put upon the market, all of which have more or less claims for consideration, but which the limits of this talk will not permit describing. Center Plates: In order to permit the proper easy swiveling of the trucks when passing around curves, and when bearing the weight of the car 315 14 body, circular bearing center plates are interposed between the car body and trucks to transmit the load. (See Figs. 2 and 3. ) These are made of cast or malleable iron or pressed steel, the truck center plate being concave or cup shaped to receive the convex or projecting part of the body plate. The center plates are shaped so as to keep the car body from getting off its center, as well as to provide for the easy swiveling motion. The body center plates are secured by bolts or rivets to the under side of the body bolsters. Side Bearings: In order to keep the car body from oscillating under various conditions in serv- ice, it is necessary to provide additional points of contact between car body and truck, and about thirty inches each side of center plate, side bear- ings are provided. (See Fig. 3.) These are usually made of cast iron or pressed steel, the body bear- ings being secured to the body bolster and the truck bearings to the truck bolster ; usually they are adjusted so as to have from one-half to one inch opening between them. Sometimes the bearings are made with rollers in them to assist in relieving the friction while the bearings are in contact when the cars are going around a curve. Center Pins: To make the connection between body and truck more complete, and to provide against the body center plate jumping out from the truck plate, a center pin of round iron about one and one-half to two inches in diameter, ex- tends loosely from the top to the body bolster down through the body and truck center plates and projects through the truck bolster. (See Fig. 3.) These pins have a proper head or key at the top to prevent their dropping down. Body Truss Rods: In order to carry the load in flat cars, and also to act as an auxiliary support to take care of unusual strains in other styles of cars, from two to four truss rods of from one inch to one and one-quarter inch round iron are used. (See Fig. 2.) These generally extend from outside to outside of end sills, having a suitable bearing on top of body bolster, and passing under and resting in castor malleable iron truss rod bearings, secured to under side of cross tie timbers. Truss rods usually have the ends upset, so that the strength 317 10 will not be too greatly reduced by cutting the thread for the nut which secures each outer end, and for the turnbuckle with which each is pro- vided in the middle. These turnbuckles are used for convenience in applying and removing truss rods, and to provide an easy way* to tighten up the truss when the car settles, or when it is desired to camber it. On flat cars which have no super- structure, counter-truss rods (see Fig. 2) have to be provided in order to prevent them from buck- ling and breaking in two, when they have no lading and are subjected to the crushing strains due to being placed between heavy cars in trains. These are generally two in number of one or one and one-eighth-inch iron, and extend from body bolster to body bolster, passing over suitable bearings near center of car, the bearings being located as near top of sills as possible. Camber: In setting up that portion of the car body so far described, it is always the practice to slightly camber the frame upward by tightening up on the truss rods, so that when the car is under heavy load it will not sag enough to bring the body 318 17 straight or below the straight. By thus cambering the car from one and one-quarter to two inches, the sills are kept, as they should be, compression members of a truss, and therefore in a position to do most effective service in sustaining the load on the car. Flooring: Freight car floors are generally made of yellow or Norway pine, though occasionally white oak is used. Floors are laid across the car from side to side, and are from one and one-half to two and one-half inches in thickness, according to the service in which the cars are used, and the boards are from six to ten inches wide, and are either tongued and grooved or lap jointed. The boards are all securely nailed to each sill. Draft Rigging: One of the most important, as well as the most frequently damaged part of a freight car, is the draft rigging. The prevalent style of such rigging is composed of draft timbers of white oak, from four to five inches wide, and about eight inches deep, bolted securely under- neath each of the two center sills, and extending from the outside of the end sill, or buffer block, () 319 i8 back to the body bolster, and in some cases through the body bolster from one end of the car to the other. (See Fig. 2.) In the latter case they are often divided into five separate lengths, one from each end sill to bolster, one from each bolster to cross tie timber, and one between cross tie tim- bers. To the inside faces of these draft timbers, spaced about eleven inches on each side of a center line, which is located about twenty-four and one- half inches back from outside face of wooden buffer block, drawbar stop castings are located ; these are castings about six inches wide, ten and one-half inches long, and two and one-quarter inches thick, conveniently cored out to avoid unneces- sary weight, and securely bolted to draft timbers and tied together at top and bottom by tie pieces of about two and one-quarter by one-half or three-quarters wrought iron, the whole forming a pocket on each draft timber about eleven inches long, six and one-quarter inches wide, and two and one-quarter inches deep. Between the draft timbers, with ends resting in these pockets and 320 19 supported by the bottom tie piece, are two follow- ers, generally made of solid wrought iron one and one-half inches thick, and from eight and three- quarters to eleven and three-quarters inches long. Between these followers is placed either a sin- gle draft spring, or, in some cases, two draft springs side by side. The draft springs are gen- erally two coil spiral springs about five and one-half to six and one-quarter inches in diameter, and eight inches long, having a capacity of from 16,000 to 19,000 pounds. Enclosing the followers and springs, so they are kept in place and close to- gether, is a wrought iron pocket of necessary size, made of about four inch by one inch iron, the front or open end of the pocket encloses and is firmly bolted or riveted to the rear end of the coupler casting in such a way that coupler, pocket, springs and followers are in one compact and solid group. (See Fig. 4.) It will be perceived that when the draft springs are compressed, the followers are free to move in the direction of the compression, the whole being upheld and guided by the bottom tie piece previously referred to. The couplers 321 20 322 21 now used, in accordance with United States stat- ute, are known as the Master Car Builders' type. The coupler extends from the outer follower for- ward to the outer end of the car with the main part or head extending out beyond the end sills and its projecting wooden buffer block. The outer end of the coupler is supported by a carrier iron, three or four inches wide by about three-quarters of an inch thick, which passes under the shank of the coupler, and is securely bolted to the under side of the end sill or wooden buffer block. It will be seen that the coupler is secured to the car body, by means of a spring cushioned attachment, which relieves the body from the severity of the vari- ous shocks received in pulling and pushing in service. In connection with the draft rigging many patented devices are in the market, having, in most cases, as an object the substitution of malleable iron or steel for wood, and the consoli- dation of as many separate parts as possible into one piece, and providing the best possible resist- ance to the alternate tension and compression 323 22 strains which are so destructive to the draft rigging. The M. C. B. type of coupler, with the general shape of which you are doubtless all familiar, is made with a thousand and one different locking devices of various degrees of merit. The essen- tial features are a movable knuckle, which, when released, allows the couplers to pull apart, and when closed will lock automatically and keep the couplers securely attached. The contour lines of the locking faces of the couplers and knuckles are all made to a fixed standard, adopted by the Mas- ter Car Builders' Association. Stake Pockets: On the outside of the side sills, and also on the outside or inside of the end sills, are located stake pockets, about seven. to ten of them, equally spaced, on each side sill, and two or four on each end sill. These stake pockets are either castings or of pressed steel of U-shaped sec- tion some six or eight inches deep, with an opening large enough to receive the end of a stake having a section of three and one-half to four and one-half by four to five inches. Oak or pine stakes of 324 23 required height are driven into these stake pockets for a skeleton side and end, to prevent any high load of movable freight from slipping off when the cars are in service. The parts of cars so far covered in this talk, with the exception of the stake pockets, are ap- plicable in general to all styles of freight cars, and aside from numerous minor parts, which lack of time prevents mentioning on this occasion, constitute the main features of the construction of a flat car. On such a foundation, box, refrig- erator, gondola and stock cars are built. GONDOLA CARS. The gondola car is constructed on the flat car body by simply erecting sides and ends, securely fastened together. The frame for the gondola car sides and ends consists of white oak stakes, fitted and driven into each stake pocket, the stakes being at the bottom about five inches deep and tapering to about four inches at the top, the length varying according to the height of the sides. 325 24 These are usually from three to five feet high. To the inside of the stakes, planks of yellow or Norway pine, from two and one-half to three and one-half inches thick are bolted, the planks run- ning lengthwise of the car ; the width of the planks varying from ten to twelve or more inches, as convenience may dictate. The top edges of these side and end planks are usually protected by a strip of three-eighth-inch thick iron, fastened down with lag screws. Such is the general construction of the gondola car. Many variations of this car are constructed, some having the ends made in form of a gate hinged at the floor, so they can swing down and rest on the floor ; others have the ends to lift up, being guided 'and held in place by suitable grooves and guide plates. In some cases there are hinged doors constructed in the floors, which can be dropped down for convenient unloading of coal, ore or other similar freight. In these cases there is a suitable mechanism provided for closing or winding up the doors from the outside of the car. Such cars are called drop door or drop bottom gondolas, 326 25 Another variety is the hopper bottom car, which has a hopper formed near the center of the car below the floor, with sloping sides, and having at the bottom a door opening outward, with its proper operating mechanism. This style of car is desired in some cases from the fact that a large portion, and in some constructions, all of the lading is self unloading when the doors at the bottom of the hopper are opened. Many other varieties of this car are constructed, but those just mentioned are the more important types. BOX CARS. In constructing a box car the floor frame is made practically the same as the flat car, except that the side sills are, as a rule, lighter than in the flat car, the side sills being usually from four and one-half to five and one-half inches wide by from eight to nine inches deep. This decrease in the depth of side sills is made possible from the fact that the side framing of the superstructure of a box car is 327 26 made in truss form, and is well calculated to sus- tain a major part of the lading of the car. Side Frame: There are many styles of side frame trussing for box cars. Perhaps the most substantial and most satisfactory style in use is the combination truss (see Fig. 5), consisting of a series of uprights or posts, with diagonal braces running between side sill and plate, from the bottom of each post to the top of the next adjacent post and having a tie rod between sill and plate at each post, and in addition diagonal brace rods, running from the top of the posts to the bottom of sills, nearly under the next adjacent posts. These brace rods, in connection with the posts, form a truss, capable of easy adjustment, and permitting the taking up of slack, and where used cars can be kept up in good shape and free from that very prevalent sign of depreciation, sagging down in the middle. In designing the side frame of the box car, the main post is properly located directly over the body bolster, and is made generally of white oak or yellow pine ; these are from four to five inches 328 CONC POST 329 28 / wide, and from two to two and three-quarter inches thick, the length varying according to the height of the car. In the middle of the frame, spaced from five to six feet apart, are the door posts, forming the frame for the door opening ; these are generally made of white oak, and are about four and one-half by five or five and one-half inches in section. Between the door posts and the main post over the bolster the space is divided by a suitable number of oak or yellow pine side posts into two, three, or four panels, the number depending upon the length and height of the car, and the judgment of the designer. At each end of side sill, or at each corner of floor frame, are located oak or yellow pine corner posts, which are usually about five by five inches in section. The space between corner posts and bolster post is sometimes divided by a side post into two panels, but generally it forms one panel only. The side posts are about five by two and one-half inches in section. All the posts are usually framed with tenon into the side sills, and at the top are framed into and support the side plate or top member of the truss. 330 2Q Side Plates: The side plates are generally made of yellow or Norway pine ; they extend from end to end of car and are about four by six and one-half inches in section. In each panel of the side frame, in the best approved style, oak or yellow pine braces, about two and one-half thick by four to six inches wide, extend diagonally, commencing at the bolster post and extending upward to intersection of next post with plate. At the side of each door, corner and side post, sometimes let in flush, are five-eighth or three- quarter-inch tie rods, extending from top of plate to bottom of side sills, tying them together. This combination of posts, braces, sills, plates and tie rods forms a complete truss of itself, but in addi- tion, in the strongest construction, three-quarter or seven-eighth brace rods extend diagonally downward to bottom of sill from top of plate over each post, commencing at the bolster post. The combination of these brace rods with door, corner and side posts and sills and plates forms a sepa- rate truss capable of easily supporting the car and 331 30 lading. In a car constructed as above described there are three sets of trussing. (See Fig. 5.) 1. Truss rods under floor frame. 2. Post, brace and tie rod truss. 3. Post and diagonal brace rod truss. The end frame of the superstructure of box cars usually consists of the corner posts before de- scribed and two intermediate end posts of oak or yellow pine of three and one-half by four inch section or larger. These posts extend from end sills to end plates, into both of which they are framed, the whole being tied together by the rods beside each end post. The end plates are gen- erally of oak, about three and one-half inches wide by twelve inches deep in center, and taper- ing to about six and one-half inches at outer ends. End plates are framed with double tenons into side plates. In modern construction it is fre- quently the custom to use malleable or gray iron castings for ends of braces and side and end posts to set in, instead of having wood fitting to wood. In the end framing braces of oak or yellow pine, 332 about two and one-half by four to five inches, ex- tend from junction of corner posts and sills up- ward to junction of end post and plate. Roof Frame: The box car roof is usually sup- ported by the end plates on each end, and yellow or Norway pine carlines, spaced from three feet to three feet six inches apart. These carlines are about two inches thick and about eight and one- half inches deep in center and taper to about two and one-half inches at outer ends where they frame into the side plates. The taper on carlines and end plates gives the necessary slope to the roof. When the carlines are in place the roof frame is tied together by one-half inch tie rods, let in flush in carlines and end plates and extending from out- side to outside of side plates, or by strap bolts secured to each end of carlines and passing through side plates. Each carline and end plate is notched out at top about one and one-half inches deep and four to five inches wide, to receive ridge piece of yellow or Norway pine, extending from end to end of car. The ridge pieces are about one and three- quarters by five inches in section, properly tapered 333 32 to shape of roof, and are screwed or bolted to each carline. To further support the roof two or four purlines of yellow or Norway pine, about one and one-half by four to five inches, extending from end to end of roof, are located, spaced equally between ridge piece and plate ; these are let into the top side of carlines and are securely screwed or bolted to each one. Roofs : The variety of car roofs is so great that it is not practicable, within the limits of this talk, to describe them. Most of them are patented styles of construction, and are devised to protect the con- tents of the car from the elements, and at the same time be economical to repair, long-lived in service and cheap in cost. The plain board roof, consist- ing of two courses of fluted pine boards seven- eighths by six, laid so as to lap joints, is now being almost universally superseded by patented roofs. Siding and Lining: The frames of box cars are covered with seven-eighth-inch seasoned pine or fir sheathing, tongued and grooved, and having beading or V groove at edges for finish. This 334 33 sheathing is made generally to show from four to six inches face, and is securely nailed to the plate, sill and one or two lines of side and end girths. These girths are of white oak, from about three by four to four by four in section, and extend be- tween door and corner posts and between corner posts on ends. They are notched out so as to let them down over posts and braces and set flush with outside of posts, and are spaced equidistant between sills and plates. These are used simply for a nailing piece for the sheathing. The inside of cars is wholly or partly lined with similar sheathing, but of poorer quality, laid lengthwise of car. The varieties of door finish, of frieze and facia, trimmings, etc., is a matter of taste and ex- perience, -which takes such a variety of shapes that time will not permit of its consideration. STOCK CARS. In the construction of a stock car we start with the floor and upper frame of a box car, but in- stead of sheathing this inside and out, the car is (?) 335 34 partially closed up on the inside by use of oak slats about five to six inches wide and seven- eighths inch thick, spaced about two and one-half or three inches apart, from sill to plate. With these cars a simple roof of single or double course of boards is generally used, it not being necessary for them to be weatherproof. Many varieties and modifications of this simple construction, suiting the cars to the special service in which they are engaged, are matters which it is needless to discuss at this time. On the general lines that I have hurriedly de- scribed nearly all the prevailing kinds of freight equipment cars are constructed, in each case modifications being made and additions provided to adapt the general construction to the detailed requirements of many various lines of special service. In passenger equipment elements enter into the construction which call for elaborate modifications on the simple foundation construction of a common box car. These features are so numerous and so 336 35 intricate as to require more time for presentation than I have at my disposal at present. FREIGHT CAR TRUCKS. A freight car truck consists of the following es- sential parts : Wheels and axles, journal boxes with their contained parts, truck frame, truck bolster, and springs. The special features of each of these parts I will discuss separately. Wheels: The foundation portion of all railroad cars consists of the wheels. In freight car con- struction at present the wheels are of cast iron, generally thirty-three inches in diameter, and having a chilled tread about four inches wide, and a flange about one and three-eighths inches thick and one and one-eighth inches deep. The wheels weigh from 5 50 to 650 pounds each, and have hubs bored out from four and seven-eighths to five and three-eighths inches in diameter to receive the wheel fit of the axles. The wheel fit of axle is turned up just a trifle larger than the bore of wheel hub, the amount of difference varying with 337 36 the hardness of wheel and material of which axles are made. The fit is so close that the wheels are pressed into position on the axles under a hy- draulic pressure of from 50,000 to 60,000 pounds. Axles : Axles are made of steel or wrought iron. At the present time preference seems to be given to mild open-hearth steel, owing to the difficulty experienced in getting the iron axles to turn up in lathe free from flaws in the journals. The axles on the present 60,000 pounds capacity cars are seven feet and one-quarter inch long over all, and six feet three inches between centers of journals. The journals are four and one-quarter inches in diameter and eight inches long, and axles are four and five-eighths inches in diameter at centers and five and three-eighths inches at wheel fit. Journal Boxes : The journal boxes are made of common cast or malleable iron, of size sufficient to take in and cover the end of axle projecting beyond the wheel hub. The inside of box is so shaped as to receive and hold in proper position the journal bearing and wedge. The outer end of box is closed by a hinged or swing cover held 338 37 down tightly in its closed position by means of a spring. The bottom of the journal box below the axle is the receptacle for cotton, or preferably, wool packing, which is well saturated with oil, and which is pressed up close under the journal, and thereby feeds to the journal the necessary amount of lubricating oil to keep it free from heat- ing when the car is in motion. Journal Bearing and Wedge: The weight of car is transmitted from the truck frame to the top of the journal box, and then by means of a journal bearing and its wedge, or key, to the journal on the axle. The journal bearings are made from brass or bronze, usually in the proportion of about seven parts of copper to one part of tin ; though sometimes this mixture is varied by the introduc- tion of from one to ten per cent, of lead. The journal bearings are concave on the bottom side to fit the journal and are usually lined with one- eighth inch or more of lead, or babbitt metal, which is softer than the brass and facilitates obtaining quickly a good bearing surface between the journal and journal bearing. On the top of 339 the journal bearings is placed the wedge, or key, usually of gray or malleable iron or cast steel. This slips over the top of the bearing, which it loosely fits, and sets just back of a downwardly projecting lip on top of the oil box, so that when the weight of the car rests on the oil box the wedge prevents the journal bearing from getting displaced. The proper dimensions and shapes for journal box bearing and wedge, as well as the axles, have been established by standards of the Master Car Builders' Association. Truck Frames: Truck frames are of two gen- eral types, the arch bar frame and the pressed or rolled steel frame. The simplest and most com- mon form of truck has the diamond arch bar frame, so called from its shape. There are two diamond side frames, connected togetHer by a cross frame which supports the truck bolster on which the body bolster and car body rests. The diamond side frames consist of a truss, with ends resting on top of oil boxes, which are spread about five feet apart. The truss has an upwardly arched 340 39 top, or compression member, which for 60,000 pound capacity cars is made of about four by one and one-quarter inch iron. This rests at the ends on the bottom arch bar or tension member, which is downwardly arched, and made of about four by one inch iron. The maximum distance between top and bottom members is generally about six- teen inches, and they are held apart by either a center casting, or in the simpler form of truck, by two column castings of gray or malleable iron, spaced from thirteen to fourteen inches apart, and forming a guide for the vertical motion of the truck bolster, which extends across from one side frame to the other, and projects through beyond the frames several inches. The column castings or bolster guides are made hollow for taking the column bolts, which pass through from the top to the bottom arch bars, and also include the bottom tie bar, firmly securing the truss frame together near the center. The bottom tie bar is a bar of about four by five-eighths inch iron, extending between journal boxes underneath, and held in place by the column bolts and the bolts which 40 hold ends of diamond frames to oil boxes. In the simpler form of diamond trucks the cross frame consists of an oak spring plank about twelve or fourteen inches wide and about four inches thick, extending across from side frame to side frame, and extending a little beyond the frames. This timber is secured by being bolted to the bot- tom of the column castings. In the most approved form of trucks a steel channel about twelve inches deep, with flanges about three inches deep, is substituted for the wood spring plank. In some styles of diamond trucks, instead of the arch bars having column castings between them, there are two channel irons about twelve inches apart used, connecting the two side frames to which they are well bolted or riveted ; these form the cross frame. These cross channels are called transoms, and from them depend fixed or swinging supports for the springs upon which the truck bolsters rest. These transoms were formerly made of oak tim- bers. Where swinging hangers are used, these hangers are attached to and support the spring plank, which in such cases is a little shorter than 342 the distance between the side frames. Trucks having transoms and a. spring plank supported by swinging hangers at each end are called swing motion trucks, and are strongly advocated by some car-builders. The general practice is to use trucks having fixed spring planks, which are known as rigid trucks. These are simpler in construction, cheaper in first cost and in cost of maintenance. As far as possible the springs are located near the ends of the spring planks -and over the center of the side frames of the trucks. Springs: The springs are sometimes of elliptic form, but usually consist of groups of helical springs, held together in a suitable case by means of light bolts. The springs are generally made of open-hearth steel, and are of a capacity which will allow them to compress from about one-half to three-quarters of an inch under the load of the car body, and from about one to one and one-half inches under the weight of car and load. Truck Bolsters: Resting on the springs and ex- tending across the truck, passing through the side frames and guided by the column castings, is the 343 ' 42 truck bolster. This in its simplest form consists of a piece of white oak about ^nine by thirteen inches and seven feet six inches long, trussed by two one-inch iron rods resting under wood or iron center bearings below center of timber, and hav- ing nuts on the ends, bearing against suitable iron washers or end castings. Proper castings near each end act as a guide to the bolster as it moves up or down between the column castings, and pre- vent its having any excessive end motion. On the top of the bolsters at the center is located the truck center plate, which properly engages with the body center plate, thereby providing means for the truck to freely swivel when in motion. Also, properly spaced on each side of the center plate are truck side bearings, so located as to receive the weight transmitted by the body side bearings. In the latest designs of trucks special bolsters, either made up of rolled or pressed steel shapes or of cast steel, are used, these being more durable and being considered more economical in the long run. As these are nearly all special 344 43 patented devices, it is not best to describe them at this time. Pressed Steel Truck Frames: A prominent com- petitor for consideration as a substitute for the diamond frame arch bar truck is the pressed or rolled steel type. The side frames and cross frames of these trucks are made up of either rolled or pressed steel members, very securely riveted together, so that both side frames and the cross frames are practically one rigid piece, free from bolts. As there are many varieties of this type of frame and they are all covered by patents, I will not attempt to describe them. PASSENGER CAR TRUCKS. Passenger car trucks are a much more compli- cated structure, having, in addition to the elemen- tary features pertaining to freight trucks, many added features calculated especially to give ease in riding. The details are too extensive to war- rant discussion at this time. 345 44 Many details of car construction in the way of air brakes, safety attachments, brake beams, un- coupling rigging, etc., can not be touched upon at this time, but the student who desires to become more familiar with them can best do so by a study of the numerous articles which are appearing from time to time in the various railroad technical journals, and in the reports of the Master Car Builders' Association, as well as those of the various Railway Clubs. There is at the present time a rapidly growing tendency to greatly increased capacity of cars and the construction of all the parts possible of steel, either in rolled or pressed shapes. As de- signers are considerably at variance at present as to what style of design is best from all stand- points, it may not be wise to attempt to describe any of the all-steel cars, but it may be a matter of interest to examine a photograph which I have brought of one of the latest all-steel coal cars just built by the Schoen Pressed Steel Co., of Pitts- burgh. By the courtesy of the Pullman Palace Car Co., the Michigan-Peninsular Car Co., the 346 45 Barney & Smith Car Co. and the Wells & French Co., I am able to present for your examination photographs of a large number of types of car construction, showing in some cases the detail of construction. 347 ' <55> - ^-it^, sar. / v UNIVERSITY OF CALIFORNIA ~*~ -^ LIBRARY This is the date on which this book was charged out. -.. YB 18898 w& I ,> .-7^1.' ' ' fsp-crr Wr^o^ ]