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Union Pacific Challenger

Class of American simple articulated 4-6-6-4 locomotives


Summary

Class of American simple articulated 4-6-6-4 locomotives

FieldValue
nameUnion Pacific Challenger
powertypeSteam
imageUnion Pacific Steam Locomotive 3814 fetter challenger.jpg
captionUnion Pacific 3814, one of the first challengers built for the railroad
designerCSA Class : Arthur H. Fetter
4664 Class : Otto Jabelmann
builderAmerican Locomotive Company (ALCO)
totalproduction105 +
builddate1936–1944
whytetype
uicclass(2′C)C2′ h4g
gauge
driverdiameter69 in
weightondrivers4664-3/4 : 403700 lb
4664-5 : 406200 lb
CSA-1/2 : 399840 lb
wheelbase60 ft Engine
121 ft Engine + tender
locoweight4664-3/4 : 627000 lb
4664-5 : 634500 lb CSA-1/2 : 566950 lb
tenderweight4664-3/4 : 436500 lb
4664-5 : 434500 lb
CSA-1/2 : 322600 lb
locotenderweight4664-3/4 : 1063500 lb
4664-5 : 1069000 lb
CSA-1/2 : 889550 lb
boiler94 in
boilerpressure4664-3/4/5 : 280 lbf/in2
CSA-1/2 : 255 lbf/in2
cylindercountFour
cylindersize4664-3/4/5 : 21 x
CSA-1/2 : 22 x
tractiveeffort4664-3/4/5 : 97,352 lbf
CSA-1/2 : 97,305 lbf
maxspeed70 mph
factorofadhesion4664-3/4 : 4.15
4664-5 : 4.17
CSA-1/2 : 4.11
fueltypeCoal, oil
firearea4664 Class : 132 sqft (grate removed in 1990)
CSA-1/2 = 108.25 sqft
fuelcap32 ST
6450 usgal UP3985
watercap25000 usgal
tubearea527 sqft
fluearea3687 sqft
fireboxarea4664-3/4 : 602 sqft
4664-5 : 602 sqft
CSA-1/2 = 548 sqft
totalsurface4795 sqft
superheaterarea2162 sqft
operatorUnion Pacific Railroad
operatorclassCSA-1, CSA-2, 4664-3, 4664-4, 4664-5
preservedunitsTwo (Nos. 3985 and 3977)
restoredateNo. 3985; April 1981
dispositionNo. 3985 under restoration, No. 3977 on display, remainder scrapped

4664 Class : Otto Jabelmann (6 Denver & Rio Grande Western) 4664-5 : 406200 lb CSA-1/2 : 399840 lb 121 ft Engine + tender 4664-5 : 634500 lb CSA-1/2 : 566950 lb 4664-5 : 434500 lb CSA-1/2 : 322600 lb 4664-5 : 1069000 lb CSA-1/2 : 889550 lb CSA-1/2 : 255 lbf/in2 CSA-1/2 : 22 x CSA-1/2 : 97,305 lbf 4664-5 : 4.17 CSA-1/2 : 4.11 CSA-1/2 = 108.25 sqft 6450 usgal UP3985 4664-5 : 602 sqft CSA-1/2 = 548 sqft The Union Pacific Challengers are a type of simple, articulated, steam locomotive built by American Locomotive Company (ALCO) from 1936 to 1944 and operated by the Union Pacific Railroad until the late 1950s.

In total, 105 Challengers were built in five classes. They were nearly 122 ft long and weighed 537 short tons (487 tonnes). They operated over most of the Union Pacific system, primarily in freight service, but a few were assigned to the Portland Rose and other passenger trains. Their design and operating experience shaped the design of the Big Boy locomotive type, which in turn, shaped the design of the last three orders of Challengers.

Two Union Pacific Challengers survive. The most notable is Union Pacific No. 3985, which was restored by the Union Pacific in 1981, then operated in excursion service as part of its heritage fleet program. Mechanical problems forced it out of service in October 2010; it was retired in January 2020 after the restoration of the 4-8-8-4 Big Boy 4014 and eventually donated to the Railroading Heritage of Midwest America in 2022, where the locomotive is undergoing a second restoration. The only other surviving Challenger is UP No. 3977, which is on display in North Platte, Nebraska.

History

Description

The name "Challenger" was given to steam locomotives with a 4-6-6-4 wheel arrangement, four wheels in the leading pilot truck to guide the locomotive into curves, two sets of six driving wheels, and four trailing wheels to support the rear of the engine and its massive firebox. Each set of driving wheels is driven by two steam cylinders. In essence, the result is two engines under one boiler. Union Pacific developed five types of Challengers - the "light" CSA-1 and CSA-2 classes and the "heavy" 4664–3, 4664–4, and 4664-5 classes.

The railroad sought powerful locomotives that could handle mountain grades at high speeds. Previously, articulated locomotives had been limited to slow speeds by their design. Technical breakthroughs allowed the UP Challengers to operate with 280 lbf/in2 boiler pressure, something usually reserved for passenger locomotives like the FEF Series. They had 69 in drivers, mammoth wheels usually seen on passenger locomotives only because freight engines normally require the leverage provided by smaller wheels. Speeds in excess of 60 mph, while unheard-of on most other railroads using articulated steam locomotives, became commonplace on the Union Pacific.

When the first Challengers entered service in 1936, on the UP's main line over the Wasatch Range between Green River and Ogden, the locomotives had problems climbing the steep grades. For most of the route, the maximum grade is 0.82% in either direction, but the climb eastward from Ogden, into the Wasatch Range, reached 1.14%. Hauling a 3,600 ST freight train demanded double heading and helper operations, and adding and removing helper engines slowed operations. Those limitations prompted the introduction of the Big Boy in 1941, as well as a redesign of the last three orders from 1942 to 1944.

Using the experience from the Big Boy, UP chief mechanical engineer Otto Jabelmann redesigned the last three orders of Challengers in 1941. The result was a locomotive in working order weighing some 317 ST accompanied by a tender weighing 174 ST when two-thirds loaded. Calculated tractive effort is 97,350 lbf. From 1941, the Challengers were intended to speed up freight operations on the grades across Wyoming; the Wasatch Range climb east from Ogden was taken over by unassisted Big Boys.

Construction

The 105 locomotives were ordered in five batches; the first two were light Challengers, and the final three were heavy Challengers. The Challengers, along with the Big Boys, were introduced just as traffic was surging in preparation for American entry to World War II.

ClassQuantityManufacturerSerial numbersYear builtUP numberNotes
CSA-115ALCO68745–6875919363900–3914Converted to oil fuel in 1941–43, renumbered 3800–3814 in 1944, all scrapped between 1957 and 1958
CSA-225ALCO68924–6894819373915–3939Converted to oil fuel, renumbered 3815–3839 in 1944, all scrapped in 1958
4664-320ALCO69760–6977919423950–39693968 converted to oil fuel in 1946, renumbered 3944 in 1946; 3967 hauled an excursion train for the Rocky Mountain Railroad Club from Denver, Colorado to Laramie, Wyoming on May 17, 1953. All were scrapped between 1958 and 1959.
4664-431ALCO70158–70162
70169–70182
70678–7068319433975–399931 built, but only 25 delivered to UP (see below); 3975–3984 converted to oil fuel in 1945; renumbered 3708–3717 in 1952; No. 3985 in excursion service from 1981 to 2010; 3977 preserved and on static display, remainder scrapped in 1957
4664-520ALCO72792–7281119443930–39493930/31/32/34/37/38/43/44 converted to oil fuel in 1952 and renumbered 3700–3707; all scrapped between 1957 and 1959.

As part of Union Pacific's fourth order in 1943, ALCO built 32 locomotives for Union Pacific using the same specifications. However, the War Production Board diverted six locomotives after completion to the Denver and Rio Grande Western Railroad via a lease through the War Department's Defense Plant Corporation. Locomotives 3900-3905 formed the Rio Grande's Class L-97. These were later sold to Clinchfield Railroad in 1947 and were renumbered as 670–675, where they formed the Clinchfield's Class E-3; these six Challengers were eventually retired in 1953.

Preservation

Only two Challengers survive, both from the 4664-4 order built in 1943. No. 3977 is on static display in North Platte, Nebraska. No. 3985 was restored to operating condition by Union Pacific in 1981 and used in excursion service until mechanical problems sent it back into storage in October 2010. It was officially retired in January 2020 and stored in Cheyenne, Wyoming, but has since been donated to the Railroading Heritage of Midwest America (RRHMA) in Little Silvis Shops in Silvis, Illinois, where the locomotive is now being restored to operation once again.

TypeNumberImageDate builtSerial numberLocationCoordinatesNotes
4664-43977[[File:Union Pacific Challenger No. 3977.png150px]]June 194370160Cody Park, North Platte, NebraskaWas renumbered to 3710 in 1952.
4664-43985[[File:Union Pacific Challenger 3985 01.jpg150px]]July 194370174Railroading Heritage of Midwest America, Silvis, Illinoistitle=Work begins on Union Pacific Challenger No. 3985url=https://www.trains.com/trn/news-reviews/news-wire/work-begins-on-union-pacific-challenger-no-3985/access-date=2023-01-07website=Trainslanguage=en-US}}

References

Bibliography

References

  1. Keefe, Kevin. "The Challenger at high tide". Classic Trains.
  2. "Union Pacific No. 3985's next stop - Trains Magazine - Trains News Wire, Railroad News, Railroad Industry News, Web Cams, and Forms".
  3. {{Harvp. Wright. 1942
  4. "Union Pacific's 40th Anniversary Steam Excursion DVD". Pentrex.
  5. (August 1944). "Almost Identical Twins". Trains Magazine.
  6. "Railroading Heritage of Midwest America - official website". Railroading Heritage of Midwest America.
  7. Glischinski, Steve. (April 28, 2022). "Railroading Heritage of Midwest America, Union Pacific agree to donation of Challenger, other locomotives, cars". Kalmbach Publishing.
  8. "Work begins on Union Pacific Challenger No. 3985".
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