News Updates
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to see the Newsletters page)
20th Sept 2008 - covering: Malcolm Cluett's and John Rhodes' coincidental presentations on Steam Traction.
By pure coincidence, Malcolm Cluett and John Rhodes made separate presentations on the cost of steam traction in separate continents but on the same day - 9th Sept 2008.
Malcolm's presentation titled "Economics of Steam Traction for the Transportation of Coal by Rail" was made at the CORE2008 Conference on Railway Engineering in Perth, Western Australia.
John's presentation titled "Economics of Coal as a Locomotive Fuel on US Class 1 Railroads" to a luncheon meeting of the National Capital Land Transportation Committee of the Institute of Electrical/Electronic Engineers and the American Society of Mechanical Engineers in Washington DC (see poster for John's paper).
Malcolm's presentation was based on a paper by C. Newman titled Feasibility of Steam Traction of Coal Transportation in Developing Countries that will be published in the CORE2008 Conference Proceedings.
Malcolm reports that he had about sixty people in his audience and that no-one seemed hostile to the idea of steam traction making a comeback. He didn't have time for many questions after the talk, but most focussed on greenhouse gas emissions as compared to diesel traction (an issue that is covered in the text of the paper).
John reports that his presentation was attended by about 30 engineers who seemed interested in the topic and who were not at all hostile (as he'd expected they might have been). Only a few older members of the audience expressed some skepticism about the possibility of a renaissance. No doubt the topic was quite unfamiliar to most of those of 50 years and younger!
Congratulations to both Malcolm and John for presenting the case for steam in two corners of the globe. It may be hoped that the opportunity will arise for these and similar presentations to be made at other venues and in other continents in the future.
15th July 2008 - Covering: Rail Industry Conference, Perth, Western Australia; and Laura Macfadyen's animated model of the 5AT
Rail Industry Conference, Perth, Western Australia: Over the week of 7th to 10th September 2008, a Conference on Railway Engineering (CORE 2008) will be held in Perth Western Australia, under the auspices of the Institution of Engineers, Australia. A paper titled "Feasibility of Steam Traction for Coal Transportation in Developing Countries" by Chris Newman has been accepted by the conference organizers and will be presented by Malcolm Cluett who will fly across from Sydney to make the presentation on Chris's behalf.
The paper follows on from the paper that Chris Newman presented at the "Modern Steam" conference in York in December 2006 but includes more accurate performance and cost estimates for alternative traction options, yet it still shows a substantial cost advantage for steam traction where fuel and labour costs are low..
A copy of the paper will be presented on this website once the conference is over.
Laura Macfadyen's animated model of the 5AT: Previous news bulletins since January 2008 have included reference to a three dimensional computer model of the 5AT that Laura Macfadyen has chose nto create as her final year project for a Computer Modelling & Animation honours degree at Bournemouth University. Laura has recently completed the animation of her model, and has just written to say that she has been awarded a First Class Honours Degree for her efforts. Sincere congratulations to Laura for her achievement, and we wish her well in her future career.
Laura's animated model can be viewed by going to Laura's section of the 5AT Models page and the clicking on the appropriate links.
9th May 2008 - Change of email address
I've taken advice on the spam problem that I've been experiencing with the 5AT mailbox (see 14th April 2008 news item below) and have been directed to a website that offers a "spambot"-proof method of encoding email addresses on websites. I'm therefore setting up a new 5AT email address at webmaster@5at.co.uk. Obviously it won't receive emails sent to anything@5at.co.uk but it's the best I can do for the moment.
Anyone interested in using the encoding system can find it at http://www.mways.co.uk/prog/hidemail.php.
14th April 2008 - Change of email address
The 5AT mailing address has been taken over by a proxy spammer and is no longer managable. I am thus unable to receive messages sent to the 5at.co.uk mail server, and ask that in future people contact me through cje.newman(at)gmail.com. In order to avoid the same thing happening to that address, I will not provide HTMLlinks to it from the website. Would anyone who has sent any messages to the 5at.co.uk email address in recent times please resend their messages to the above address?
5th April 2008 - covering: Steam in Action Group; Art in the Age of Steam exhibition;
Steam in Action Group: This group has nothing to do with the 5AT Project or with modern steam. However Richard Coleby, who is doing such wonderful work for us producing 3D drawings of major components of the 5AT, has requested that I give them a mention in acknowledgement of the ongoing assistance that he has been receiving from the Reefsteamers group who have been very helpful in sending him several detailed drawings of the Class 25 locomotive that he has been able to use as reference material in the work that he is now doing on the 5AT frames.
Richard says that the group has request that we invite as many people as possible to sign up as members of the newly formed 'Steam in Action' group which is dedicated to preserving as much of the SA steam heritage as they can before it all goes to the breakers yard. Steam in Action's website can be found at http://www.steam-in-action.com/index.htm, where you can register your interest.
Art
in the Age of Steam: Also nothing to do with the 5AT Project
or modern steam, but there are a few artists among the group and a few non-artists
who are intersted in art (and the Arts). Hence I am taking the opportunity
to pass on a message just received from the National Museums Liverpool about
an art exhibition called Art in the Age of Steam that they will be presenting
from 18th April to 10th August 2008. See http://www.liverpoolmuseums.org.uk/walker/exhibitions/steam/
for details.
7th March 2008 - covering: New 5AT Modelling Projects; Presentations relating to the 5AT Project; and a note of thanks to the South African "Reef Steamers" group
5AT Modelling Projects: In the last news bulletin, I reported that Laura Macfadyen had begun a virtual model of the 5AT. She has now almost completed it, and in fact has had to suspend further work on it while she completes her studies. She will be "painting" it shortly, but a preview of the locomotive in grey undercoat is shown below. I think everyone will agree that Laura has done a wonderful job and produced a very fine model indeed.

A new section has been added to the 5AT Models page to include Laura's work. Also included on the same page is a report on another virtual model that has been commissioned by Chad Noh of the USA.
Past presentations about the 5AT/8AT project include:
Note: The 5AT Project's leading members are more than happy to make presentations to any group if invited to do so. However until the project goes commercial, it has no funding to pay for any travel or accommodation expenses incurred by its members. Financial assistance may therefore be requested towards meeting such costs where long distance travel is involved. In this respect, it may be noted that those of us who have so far expressed willingness to give presentations are located in: Staffordshire, Lancashire, Huntingdonshire, Sydney, Australia and Beijing, China.
Thanks to the South African Reef Steamers Group: As noted on the Updates page last week, we wish to record our sincere thanks to the (South African) Reef Steamers' group in acknowledgement of the assistance they have given to us (and to Richard Coleby in particular) by sending copies of detailed drawings of axlebox and horn layout of the SAR Class 25 NC locomotive. Richard will use these drawings to develop the framing details for the 5AT. A link to their website has been added to the References and Links page of this website.
31st Jan 2008 - covering: New "Virtual" Model of the 5AT; New 3D Drawing of 5AT Cylinder Block; and a Feasibility Study for the 5AT
Many followers of this website will recall news of the magnificent model of the 5AT that was made by Bournemouth Arts Institute student William Powell in 2007. Now another Bournemouth student has offered to make another model of the 5AT. This time however, the model will be a virtual one, and the modeller is a student at the Bournemouth University by the name of Laura Macfadyen who is reading Computer Modelling & Animation BSc(Hons).
Laura describes herself as "a novice when it comes to locomotives but during my research on the web I became very interested in your website." She intends to produce a "three-dimensional steam train with a fully functioning, interactive rig for my 'Major Project' this year". She goes on to explain (for those who understand) that "I will be using 3ds Studio Max 9 to create the model. My project is to create an interactive rig to show the motion dynamics of the wheels etc. For this reason I will be modelling only the exterior of the train. Time permitting I will try and render a short animation of the train in motion complete with steam and sound. For this I will use combustion's after effects and render it from this package."
Laura explains that the reason she wanted to create a steam train in 3D was because "I admire both their impressive features and their visual magnificence when in operation." And who could disagree with her sense of aesthetics?
It is a complete coincidence that Laura is studying at the same city as William, because she had not heard of his involvement with the project. She sent us her first draft of the model a few days ago which amazed us with its accuracy. Obviously it is far from complete with several important bits (like buffers and frames) being absent awaiting further details from us. There are one or two minor errors that we have drawn Laura's attention to, but we are quite amazed at the speed and quality of her work so far, and are looking forward to seeing the next version of her model when she is ready to send it to us. Below is one of the initial images that she sent us.
Richard Coleby could be described as another virtual 5AT modeller, but in his case his models are in the form of 3D engineering drawings some of which have been reported on this news page before, such as the Scullin wheels reported in the 11th Feb 2007 news article.
Richard's latest creation is a drawing of the 5AT cylinder block, smokebox saddle and exhaust passages, which is quite a major achievement considering the complexity of the castings and the rather limited information (in the Fundamental Design Calculations) that he had to work from. An image Richard's latest drawing is shown below, however the complete 3D drawing can be found in the Drawings section of this website. To say the least, it is an admirable (and beautiful) piece of work that brings the 5AT that much closer to reality.
The illustrations below Richard's drawing are of scale models that John Hind has had made (directly from Richard's drawing) of the LH cylinder and LH exhaust passage using a "rapid prototyping" technology called stereolithography (SLA).
Richard is now working with Jamie Keyte on the preliminary design of the 5AT frames, Jamie doing FEA analyses while Richard produces the drawings. They hope to compete the work in two to three months time.
It is likely that many readers of this website have some doubts about the 5AT ever becoming a reality. I guess even those of us who are directly involved in the project suffer doubts about it from time to time, but for the most part we remain both confident and optimistic. If we did not of course, we would not persist with it! In fact, we're not just passively optimistic, and we continue to work very hard to take the project forward towards its eventual reality, as can be seen from Richard Coleby's work (above). All of us, including Richard, work on the project in our spare time and most of us have all too to little time to spare. Nevertheless, as John Hind has observed, “it is amazing how much has been achieved and we can, in all modesty, claim that the 5AT has progressed the furthest both technically and commercially of all 'new design’ locomotive proposals.” So, even though progress may sometimes be slow, we are moving forward and our energies are now directed at putting together a Feasibility Study for the project, including detailed costings and market assessments. Once complete, this Feasibility Study will form the basis of a Business Plan that will be used to "sell" the project to investors.
It's always been envisaged that if the 5AT is ever built, it will have to be paid for by investors who will expect a return on their investment, because the cost of designing and building a new locomotive from scratch will far exceed the sort of money that even the A1 Project has struggled to raise from their supporters. Thus we have to prepare a Business Plan that will show sound reasoning, accurate costings and (of course) a good profit potential in order to have a chance of convincing potential investors to put their money into the project. It is not, and will not, be easy but we are working on it. Unfortunately, we will not be publishing either the Feasibility Study or the Business Plan since these will contain information that investors may consider to be commercially sensitive.
15th Nov 2007 - BBC "Steam Driven" Broadcast about Modern Steam traction is now available for download on-line
Alan Fozard reports that the BBC radio program "Steam Driven" that was broadcast on 19th July 2006 is now available to listen to (but not to download) from the BBC's website. The site address is: http://www.bbc.co.uk/radio4/science/pip/78kt9/.
The 5AT Planning Group held it's fifth meeting at the home of Alan Fozard in Salt, Staffordshire, on 14th Oct 2007. The meeting was attended by Alan Fozard, John Hind, Richard Coleby, Jamie Keyte, Mike Horne and Chris Newman (see group photo on Photos page).
The most important topic covered during the meeting was a Project Implementation Plan that had been prepared by John Hind, covering cost estimates, engineering manpower, time and resource requirements that will be needed to complete the design, component manufacture, assembly, and rail-testing of a prototype locomotive - including the costs of adhering to current UK railway regulatory requirements.
Much of the remainder of the meeting was spent discussing freight haulage opportunities for an 8AT 2-8-0 version of the 5AT in relation to which studies are still ongoing.
18 Oct 2007 - Meeting of the Bevil's Club
Alan Fozard and Chris Newman were privileged to receive an invitation to attend a meeting of the Bevil's Club at the Institution of Civil Engineers building in London. The Bevil's Club (named after its founder member) is an informal group of railway enthusiasts, both professional and amateur, which has been meeting for lunch every Thursday since the 1920s (Thursdays between Christmas and New Year excepted). Attendance is by invitation only, and lifetime membership is automatic to anyone who receives an invitation to return (which has only been denied once in the Club's history). Whilst the Club remains informal and unconstituted, George Carpenter is regarded as its current leading member.
Anyone receiving an invitation to attend is strongly recommended to accept. Several attendees bring with them an encyclopaedic knowledge of railway engineering and/or railway history that provide a wonderful education for the less knowledgeable (like myself). Discussion at this (very typical) meeting covered a wide range of fascinating topics that extended well beyond following (as recorded):
The meeting concluded with a "slide show" of amazing pictures taken by Nick Lera on a tour of historic railways in Syria and Lebanon.
28th June 2007:
A press release was issued on 16th July with the news of the official "hand-over" of William Powell's model to the 5AT Group. The Press Release was worded as below, and was accompanied by the two photos showing Alan Fozard meeting with William.
Scale model of proposed 5AT advanced technology steam locomotive presented to 5AT Group.
The proposed “5AT” is an exciting and entirely new advanced technology steam locomotive which is being designed and promoted by the 5AT Group for hauling steam charter and rail cruise trains on the modern main line network. The locomotive will incorporate the latest proven steam locomotive technology and is expected to achieve a 100% increase in thermal efficiency compared to latter-day 20th Century steam locomotive designs. It will also act as a demonstrator for the capabilities and potential of modern steam locomotive developments.
William Powell, a student on the Honours Degree course in Modelmaking for Design and Media at The Arts Institute in Bournemouth, has produced a 1/30th scale model of the proposed locomotive as his final year project using drawings provided by the 5AT Group. This prestigious course is a leader in the field of modelmaking and aims to develop student’s technical and aesthetic abilities through direct experience gained in using a wide variety of processes and materials. The course is run by a strong team of ex-industry professionals further supplemented by visiting industrial specialists. Course work includes a range of challenging and interesting briefs (working both physically and digitally in three dimensions).
The model follows the detailed drawings of the locomotive and is built to a scale of 1:30, making it 750mm (30 inches) long. During its construction William first prepared CAD (computer aided design) drawings. Subsequently a combination of both traditional hand making skills and modern computer controlled machinery was employed to construct the model.
William kindly agreed to present the model he has built to the 5AT group. The presentation took place on June 28 in the model making studios at The Arts Institute at Bournemouth. The attached photograph shows the model being handed over by William Powell to Alan Fozard , 5AT Project Co-coordinator. William has already gained a fantastic job opportunity as an in house modelmaker for Terence O'Rourke, a local architectural practice
The 5AT locomotive
The proposed 5AT has a 4-6-0 wheel arrangement and will be of the same size and format as the ex-BR Class 5MT locomotives. It is, however, a completely new design and will be the world’s first fully optimized “second generation” main line steam locomotive*.
The locomotive will produce 2535 drawbar hp at 70mph (113kph) – twice that of the BR 5MT. The combination of low fuel and water consumption combined with a large tender will provide a range of 380 miles (water) and 570 miles (fuel) under representative average service conditions. The locomotive is being designed for a top speed of 125mph and a maximum operating speed of 112.5mph. (Allowable operating speed will of course be set by the appropriate railway authorities).
Design of the 5AT was originally conceived by the eminent steam locomotive engineer David Wardale seven years ago. David subsequently undertook the fundamental design calculations for the locomotive which include performance estimates and provide the foundation on which the detailed component design will be based. The 5AT project is currently being progressed by the 5AT Group; an informal group of interested professional engineers and other professionals from several continents who collaborate (using CAD/CAM and the latest project management technology) via the internet.
The initial aim of the 5AT Group has been to undertake the research necessary to produce a detailed feasibility study and business plan for the initial locomotive. This work is now nearing completion. The study will quantify the effort needed (including associated cost estimates), detail how the engineering can be organized and put forward a plan for implementation. When it is completed the study will provide a basis for discussions on project finance.
Full details about the 5AT project can be found at www.5at.co.uk . The website includes a page showing progressive photos of William’s model during its construction.
* Livio Dante Porta, the outstanding steam locomotive engineer who died in 2003, catagorised steam locomotives as:
- First Generation Steam (FGS) – latter-day designs with a drawbar thermal efficiency around 7%.
- Second Generation Steam (SGS) - new designs which could be built using the best proven technology and having a drawbar thermal efficiency of up to 15%.
- Third Generation Steam (TGS) – new designs requiring very considerable research and development and having (condensing locomotives) a drawbar thermal efficiency of up to 25%.
26th Apr 2007:
11th Feb 2007 - Website Additions and Updates
Several updates have just been added to the website together with one new page. These are listed as follows:
Wardale stressed in a recent letter that "the relationship between FDC 1.3. and 1.3.F. should be clear. FDC 1.3. were the initial calculations on which all other FDCs were based, as necessary. There are references to FDC.1.3. throughout the FDCs. As such FDC 1.3. remains an integral part of the FDCs. FDC 1.3.F. is 1.3. repeated with all calculated values of parameters substituted for the original estimated ones. It is thus more accurate and serves as a check on whether the original values are accurate enough as a base for the rest of the FDCs, which they are to my satisfaction. Thus 1.3.F. is what one uses now, but as this did not exist until the end 1.3. remains as the foundation of the FDCs."
"Modern Steam" Conference, York, 11th December 2006
A one-day conference titled "Developments in Modern Steam Traction for Railways" was held at the National Railway Museum at York on 11th December 2006. The conference was sponsored jointly by the Institute of Railway Studies & Transport History, the University of York, the National Railway Museum, Rail Research UK of the University of Birmingham, and the Department of Mechanical Engineering at the University of Sheffield:
The conference was very well attended with over 70 delegates in addition to the 10 speakers. Papers were presented as follows:
In addition, locomotive ‘Fox’ from the Kirklees Light Railway near Huddersfield was displayed in steam (see below) by Ian Screeton who carried out its "modernization" by implementing several improvements recommended by L.D. Porta.
While it is hoped that copies of more of the papers will be made available to this website, two papers are presented here, being Dave Wardale's paper on the Design of the 5AT, and Chris Newman's paper on Traction Cost Comparisons for Indonesian Coal Haulage. In addition, Chris Newman's PPT presentation is also appended to this website.
Finally, Dave Wardale announced at the conference that he wished to have his formal response to Jos Koopman's book published on this website. His response is therefore included and can be found through the following link.
15th December 2006 (continued)
I only managed to take a couple of poor quality photos during the conference which I have supplemented with others taken by Alan Fozard.

Chris Newman (5AT), Richard Siddall and Andrew King (both from Alstom), John Hind (5AT) and Thomas Schmid attending pre-conference dinner

Thomas Schmid, Roger Waller, Felix Schmid, Dave Wardale and Jos Koopmans at pre-conference dinner.

Dave Wardale presents paper on the Design of the 5AT.

Kirklees Light Railway locomotive "Fox" in steam at the York Conference

Ian Screeton (Kirklees Light Railway) discusses about "Fox" with David Wardale

Alan Fozard and Robin Barnes at York (apologies for the poor photo quality)
15th December 2006 (continued)
Scullin Wheel Drawings by Richard Coleby
The 5AT group set up a display outside the conference room at the National Railway Museum at York, which included a project description by Alan Fozard, several paintings of the 5AT by Robin Barnes (copies not yet available for publishing on this website) plus previously published drawings of the 5AT connecting rod by David Smith and Jamie Keyte, and some new 3-D drawings of a Scullin wheel that had just been prepared for us by Richard Coleby, based on original drawings kindly sent to us from Dan Myers in America (thanks Dan and Richard!)
Richard's 2D drawings can be viewed in PDF format (please note there are two drawings on this file) or a "dynamic" 3D version may be downloaded from the attached "zip" file. Richard offers the following instructions for viewing the dynamic drawing:
Modern Steam Conference - News Update
A new program has been issued for the one day conference to be held at York on 11th December on the subject of "Developments in Modern Steam Traction for Railways". This can be viewed or downloaded by clicking on the link below:
15th October 2006
Porta's Water Treatment Commercialised - News Report
Whilst water treatment may seem to be slightly "off-topic", it is a critical item in the 5AT's Technical Specification and it should be an critical component of preservation and/or life-extension strategies for all steam traction projects. Porta's water treatment dramatically reduces the frequency of boiler washouts and practically elimate boiler corrosion. Thus, at a single stroke, it massively reduces the greatest single cost in steam locomotive maintenance.
The great advantage Porta's water treatment, apart from its dramatic results, is its low cost and simplicity of application as described by Ian Screeton in his paper "Modifications to improve the reliability and operability of steam locomotives on the Kirklees Light Railway":
"The routine application (of Porta's water treatment) consists of the drivers simply adding a pre-measured amount of treatment every time water is taken, and that is it. The end result after two years of use is regular blow downs are eliminated, only being required after significant periods when the boiler water chemistry becomes concentrated enough to override the effects of the antifoam (usually around thirty to forty days in steam), washout periods are extended to basically the annual inspection (around one hundred and twenty days in steam) and the boilers are now internally very clean, as commented on by our boiler inspector."
Since Porta's death in 2003, Shaun McMahon has been the principal exponent of his water treatment methodology, and he has demonstrated it with great success on the FCAF railway in Ushuaia, Argentina. Martyn Bane has now taken up the challenge of commercialising the technology which is very good news for all steam locomotive owners and operators, especially in the UK (where Martyn is based). Details of the treatment and its demonstration trials on 6024 King Edward I can be found at www.portatreatment.com. See also appended press release.
6th October 2006
Modern Steam Conference - News Update
Modern Steam Conference Update: A new program and publicity "flyer" have been issued for the one day conference to be held at York on 11th December on the subject of "Developments in Modern Steam Traction for Railways". These documents can be viewed or downloaded by clicking on the links below:
27th Sept 2006
BBC Rejects 5AT Request to allow copies of "Steam Driven" broadcast to be distributed on 5AT Website
BBC Radio 4 has rejected our request to be allowed to present a copy of the 19th July radio broadcast "Steam Driven" on this website, saying that "BBC Copyright cannot permit identifiable BBC footage to be hosted on a non BBC site, due to the complex copyright issues involved." We have written back to ask the nature of the "complex issues" but we do not expect to receive a swift reply.
BBC Radio 4 did go on to offer the helpful suggestion that we "are more than welcome to provide hyperlinks to or publish the URL for our content", however our attempts to locate the program on the BBC's website has so far come up only with a link to http://www.bbc.co.uk/radio4/science/pip/78kt9/ which seems to offer no access to the broadcast.
If anyone really needs to obtain a copy of the broadcast, then please let me know by writing to me (Chris Newman) at info@5at.co.uk.
18th September 2006
5AT Group Meeting, BBC Broadcast and Modern Steam Conference
On 19th July BBC Radio 4 presented a broadcast titled "Steam Driven" featuring the views and voices of David Wardale, Roger Waller, Shaun McMahon and Martyn Bane, together with Ben Russell from the Science Museum. The half-hour broadcast was presented by Clare Barrett and focussed on the improvements to the steam locomotive brought about through the application of the design principles defined by Chapelon and Porta by the present generation of "modern steam" exponents. It is hoped to offer a copy of the broadcast through the 5AT website, however we are still awaiting word from the BBC as to their copyright policies.
On 23rd July the 5AT Leading Group held a meeting at Alan Fozard's home in Staffordshire. The meeting was attended by Alan Fozard; John Hind; David Smith; John Duncan; Jamie Keyte; Chris Newman; Angus Eichoff; Mike Horne; Mark Smith and David Stringer (details to be circulated in newsletter).
On 11th December 2006 a Conference titled "Developments in Modern Steam Traction for Railways" is to be held at the York Railway Museum under the auspices of the "Institute of Railway Studies and Transport History, Universities of Birmingham, Sheffield and York". This exciting conference is expected to host several major speakers from the "modern steam" fraternity, including:
Information about the conference is to be found in the attached flyer which can be downloaded in PDF format.
6th April 2006
Support from Australia
The 5AT project has attracted interest from all over the world, and Australia is well represented amongst the list of people who have written to express interest in the project. In fact the project has already received generous assistance from Dr Allan Wallace in Adelaide who helped with simulation of the 5AT's valve gear.
More recently we were offered assistance by Terry Flynn at the Aerodynamics Laboratory of the School of Mechanical and Manufacturing Engineering at University of New South Wales in Sydney. His offer was followed up a month or two ago by Matthew Turner, one of Terry's final year students, who has accepted the challange of starting a thesis on "improving the exhaust deflection and drag reduction on the 5AT locomotive". This is a very exciting development for the project because it was always hoped that it would attract the interest and support of universities and their students, and we hope that Terry and Matthew's contribution to the 5AT project will be the first of many.
The project received further support from Australia when Malcolm Cluett (a long-standing supporter of the project) presented a paper about the 5AT to a meeting of the Australian Railway Historical Society (NSW Division) at the Mechanics School of Arts in Sydney on Wednesday 5th April. Malcolm based his presentation on the PowerPoint presentation given by Alan Fozard and John Hind to the DRES meeting in Derby in December (see below), and he reported that there were around 80 people in attendance, including Terry Flynn and Matthew Turner (mentioned above) and Associate Professor Noor Ahmed who is Mathew's Academic supervisor. Malcolm reported that his presentation was well received and confirmed that "there is a lot of interest in new steam in Australia".
Malcolm concluded with the observation that a locomotive such as the 5AT would make it easier to organise steam-hauled excursions on the Australian mainline railways, where steam traction in regular service ended over thirty years ago. As in the UK, facilities for servicing steam locomotives have largely disappeared in Australia, and finding paths for passenger excursions is becoming more difficult.
We sincerely thank Terry and Matthew and Malcolm for their support and their assistance, and we offer a warm welcome to others in Australia and in any other country who would like to offer their assistance in pushing our project forward.
Presentation to Main Line Steam Locomotives Operators Limited (MSLOL)
On 21st Jan 2006, Alan Fozard and John Hind made a second presentation about the 5AT project to the Mainline Steam Locomotives Operators AGM on Saturday 21st January 2006 at the Ringwood Hall Hotel at Brimington near Chesterfield. This presentation was limited to only 15 minutes (compared to 50 minutes for the DRES presentation), so it was only possible to present an abbreviated description of the project and the locomotive.
Presentation to Derby Railway Engineering Society (DRES)
On
8th Dec 2005, Alan Fozard and John Hind made a formal presentation about the
5AT project to a meeting of the Derby Railway Engineering Society (DRES) in
Derby. This was the second formal presentation by the 5AT project planners,
and the first to be conducted in the UK (the other being made at the Brienz
International Steam and Tourist Train Conference in 2003).
Approximately 50 guests attended the presentation, including both retired and active professional railway engineers most of whom were steam enthusiasts of one form or another.
The meeting was chaired by David Butcher, past part-owner of the Engineering Link (now sold to AEA). Bob Bramson of AEA, David Russell (consultant to Mendip Rail), Tony Broughton (ex-AEA and Engineering Link) and Brian Dale (DRES Lectures Administrator) were amongst those who attended.
Alan Fozard (chairman of the 5AT Commercial Planning Committee) began the presentation by outlining the aims of project and the financial requirements that are expected to be needed.
John Hind (chairman of the 5AT Engineering Planning Committee) then outlined the engineering aspects of the project, focusing on the technical advances that the 5AT will bring as compared to “classical” First Generation Steam” locomotives. Both talks were accompanied by PowerPoint presentations (which may be viewed by clicking here).
In addition to his verbal presentation, John displayed to the audience the first finished piece of the 5AT prototype in the form of a blast nozzle that John had made specially for the presentation by LNWR at Crewe (see upper photo). In addition, John was able to display an 8” scale model of a 5AT connecting rod that had been made directly from a 3D drawing prepared by David Smith (lower photo). [See also Engineering Design page which shows a 3D drawing and FEA diagram of the connecting rod.]
The vote of thanks to Alan and John was given by David Russell (formerly Head of Engineering Link). Brian Dale of DRES subsequently wrote a formal letter of thanks in which he described the project as “impressive” and “one that we would all greatly desire to see come to fruition”. He added that Alan and John’s presentation “made it obvious that the locomotive is a serious and well thought-out undertaking and it is to be hoped that the various powers that be will see its potential”.
[Click here to access the presentation slide-show]
21st Aug 2005: Newletter distributed (see newsletter page)
26th Jan 2005: The following Press Release was distributed to over 100 newspapers and magazines worldwide
The 5AT Project reached an important milestone at the end of 2004 when the well known steam locomotive engineer David Wardale completed the Fundamental Design Calculations for the proposed Class 5AT 4-6-0 steam locomotive after 2½ years of work.
The 5AT Project is a unique undertaking which aims to design and build a new and highly efficient steam locomotive for hauling excursion and cruise trains on the main line in the 21st Century. An important objective for the project is to demonstrate the significant advances in steam locomotive technology which have been made over the last 50 years through the work of the great French Engineer André Chapelon and by his disciple, the brilliant and dedicated Argentinean engineer, Livio Dante Porta, who died in 2003. David Wardale, who conceived the 5AT project, collaborated closely with Porta when developing steam locomotive designs for use in South Africa and China.
The new locomotive is designated Class 5AT the 5 in recognition of the fact that it has the format and compact size of the ex British Railways Class 5 whilst the AT stands for Advanced Technology. Although the 5AT is the same size as the ex BR engine it is a totally new design and will be the most powerful express steam locomotive design ever to run on the British rail network.
Significantly the locomotive will be the first main line locomotive built to fully optimise Chapelon/Porta technology and thereby produce a Second Generation steam locomotive. As a result it will achieve levels of thermal efficiency twice that of most steam locomotives of the 1950s. A major objective is to achieve extremely high levels of reliability and low maintenance costs. These are expected to be at least comparable to the best achieved by modern diesel locomotives.
The Fundamental Design Calculations (FDCs) were the necessary starting point to scheme out the 5AT and to establish its engineering feasibility. Previous generations of steam locomotive designers have employed largely empirical rules and principles in the design of a steam locomotive. Whilst some of these are still appropriate others are wholly inadequate for more sophisticated mechanical and thermodynamic design. In undertaking the FDCs David Wardale has used a much more rigorous and refined design methodology developed by Porta which optimises the thermodynamic and mechanical elements of the locomotive.
The 5AT will produce a constant drawbar power in excess of 2500 hp at 71 mph and it is being designed for a top speed of 125 mph. The locomotive will have a range of about 385 miles under normal average operating conditions before needing additional water supplies. The prototype is expected to be oil fired but a coal fired version is equally practical.
Work is currently underway to quantify the engineering resources required for the detailed design and development stages of the 5AT project and to refine initial estimates of the overall costs of the project. The results of this work together with data obtained from the FDCs will be incorporated into a combined 5AT Feasibility Study/Business Plan and it is intended that a presentation of the project will be given to the rail and leisure travel industries towards the end of 2005.
The timescale for the completion of a prototype locomotive will depend on the procurement of funds but it is hoped that the first Class 5AT locomotive might grace the rails within the next decade. The project is now at a stage where the 5AT Group would welcome support from individuals who have appropriate legal, commercial and financing experience and an interest in seeing the further development of the steam locomotive. Contact with the 5AT Group can be made through the 5AT website at www.5at.co.uk which also provides considerably more detail about the project.
This project can truly be said to be groundbreaking and will not only demonstrate what can now be achieved by modern steam locomotives but should also prepare the ground for variants of the 5AT locomotive to suit overseas markets.
This new illustration of the proposed 5AT locomotive by artist Robin Barnes includes the latest design innovations from David Wardale's work on the Fundamental Design Calculations
Notes for editors:
A summary of the 5AT Fundamental Design Calculations by David Wardale is attached and forms part of this release.
A copy of the above illustration is included as a JPEG file. You are free to use this illustration along with the press release and David Wardales summary of the 5AT Fundamental Design Calculations.
This press release has been issued on behalf of the 5AT Group by Alan Fozard acting as project coordinator. It has been circulated by Chris Newman, 5AT Project Webmaster and Publicity Officer.
If you require any further information on this press release please contact Alan Fozard or Chris Newman at info@5at.co.uk.
Wardale's Summary of the 5AT Fundamental Design Calculations
In undertaking this work, I have had an 'agenda' (to use a current term) in addition to providing the foundation for the 5AT. That is to show to my own satisfaction that my supposition that steam could have been far better than it was is correct. There is nothing in the 5AT calculations that was not known in the mid 1950's when the BR Standards were being built, except the oil burner/atomiser data (the valve gear computer programme was also not available then, but the valve gear would have been quite easily produced by manual draughting by people who were experts in that kind of work). However FDC 1.3. shows that the required steam output could be achieved using coal with the Gas Producer Combustion System (GPCS) at a level of combustion efficiency that was then quite acceptable, and the GPCS was then current technology, its principles staring engineers in the face. Therefore oil-firing was not a necessity. So it was my contention in my book "The Red Devil and Other Tales from the Age of Steam"* that something like the 5AT could have been produced in the 1950's, being far better than contemporary diesels and therefore obviating any changeover from steam, and that the failure to do so was the fault of the steam fraternity and "gave the knife by the handle" (one of Porta's phrases) to the opposition. I feel the FDCs have shown this to be true, at least in a purely technical sense (of course they do not allow for the financial restraints under which the old steam engineers may have had to operate, but this itself seems hardly an excuse when untold millions of £s were made available (and largely squandered by BR) in the 'modernisation' plan).
The FDCs have been made in the 'old' way, because that is the way I was educated and the way I know. This is also the way they would have been made in the 1950's, and are of necessity the way they have had to be done to prove my above point. They would have been acceptable in-toto at that time, which was before the present over-regulated and litigious environment appeared, and would have built seamlessly onto existing steam loco design practice. If, therefore, the steam fraternity had not been so short sighted at the time of nationalisation of the railways in the UK in 1948, and a small amount of money had been set aside for a true steam development section, charged with producing designs for the future at the same time as the BR Standards were being produced for the then-present, something like the 5AT could have appeared by the mid 1950's when the BR Standards were already becoming obsolete, and could have taken over from them in a continuous seamless development of steam traction technology. If it had been done in this way and steam had continued to develop, then its technology would have developed naturally to satisfy today's standards. But it has not been so, and the gap which exists between the way things were done in steam times and today's requirements is a major problem. Thus some of the FDCs that would have been quite acceptable in steam times are not now. For example FDC.16 "Stability" is probably in advance of whatever was done then (which would have been mostly based on empiricism and experience) but will not satisfy today's requirements, which require a computer simulation to be developed just for a 4-6-0. This limitation is freely acknowledged, and in such cases whatever has been done provides no more than a base from which a theory acceptable by today's standards must be developed by those who are knowledgeable enough to do it.
* Note: David Wardales book The Red Devil and Other Tales from the Age of Steam was published by the author in 1998. [ISBN 0-9529998-0-3]. For details see http://www.5at.co.uk/Red-Devil-book.shtml.
Completion of FDCs: On November 9th David Wardale announced the completion of the FDCs for the 5AT. The work has taken him two and a half years, during which time he has produced 24 individual sets of calculations under 17 separate headings, covering 356 pages and 6541 lines of calculation, plus over 100 diagrams, drawings and sketches. The calculations are set out in a logical format, readily understandable by engineers, and usefully comprehensible in a broader sense to non-engineers who will gain from them a good understanding of the technology that differentiates the 5AT from the 5MT and (more generally) the technology that differentiates Second Generation Steam (SGS) from First Generation Steam (FGS). Dave Wardale also offers some challenging conclusions about the FDCs which are quoted on a new web-page titled "Wardale's Summary of the 5AT Fundamental Design Calculations" which can be accessed through the Calculations page.
Formation of Engineering Planning Working Party: A meeting was held at Alan Fozard's home in Staffordshire on Saturday 16th October 2004, to discuss the formation of an Engineering Planning Working Party. The attendees are listed (and illustrated) on the Who's Who page. The Working Party will have two permanent members (John Hind and David Smith) and will second others to assist as and when necessary. The main task of the committee will be to prepare time and cost estimates for the engineering design and construction of the locomotive.
The meeting recognized the need to form a parallel working party to focus on the commercial aspects of the project, and in particular to prepare a detailed study to demonstrate the commercial viability of the project. The project's leading group is currently top-heavy with engineers, so there is an urgent need to recruit people with appropriate financial and commercial experience to assist us in this task, and an appeal for volunteers has been launched in the Help page on this website.
See also 12th Dec 2004 Newletter.
Progress on the project may seem slow, but much goes on behind the scenes in the quiet seclusion of the homes and offices of those who are involved in pushing the project forward. A list of those currently involved is now to be found in the Who's Who page of this website - a list that is sure to expand as the project moves towards implementation. In fact we encourage anyone who would might be interested in becoming involved in any facet of the project to send us their names and CVs (preferrably following a standard format provided). CVs that are sent to us will be treated in the strictest confidence.
The work in progress includes Wardale's work on the Fundamental Design Calculations which is expected to continue through most or all of 2004. During that time we will begin looking for funding to carry through the next phase of the project upon which all further progress will depend - the preparation of the Safety Case for the locomotive and its submission to the relevant authorities. The costs involved in this most critical task will be quite modest, so please let us know if you can be of any help in securing the necessary funds.
Alan Fozard, Martyn Bane and myself have now finalized the constitution for the project support group - the "Friends of the 5AT" or Fo5AT. We hope to be in a position to open the organization for membership within the next month or two, after we have formed an inaugural committee to run it.
Looking forward to a slightly more distant horizon, David Smith is currently preparing a plan (in the form of a discussion document) for the Detail Design phase of the project, which is considered to be the most challenging task facing us. The difficulties that we anticipate are now outlined on the new "Engineering Design" page of this website.
Other plans currently being hatched, and these will be revealed through this news column as and when they emerge - so please keep on watching this space!
8th Jan 2004: Anyone who attended the First International Steam and Tourist Train Congress in Brienz in October 2003, (and no doubt many who didn't) will find Martyn Bane's photographic record of the Congress and associated events very interesting. These can be found on Martyn's website at http://www.martynbane.co.uk/2003Trips/Brienzetc/oct03home.htm. Martyn has still to add explanatory text to some of the photos, but he expects to finish this task in the next few days.
The first public airing of the 5AT project was made on Oct 6th 2003, when Alan Fozard presented a paper titled "Making the commercial case for the 5AT" at the 1st International Steam and Tourist Train Congress, Brienz, Switzerland. The paper outlined the main points from the 5AT Business Plan. See also Photos page of this website.
The presentation of this paper was reported in the Guardian newspaper the following Saturday (11th Oct) in an article titled "Reference added to the Articles and Letters page to an article in the Guardian newspaper on Saturday 11th Oct, titled "Steam power on track for great renaissance", which was immediately followed by a radio interview with Alan on Radio 4's broadcast this morning (October 14th). The hit-rate on the 5AT website shot up from its first-year average of 28 hits per day (and a previous recorded maximum of 54 per day) to a peak of 254 on Monday 13th Oct!
The 5AT Project - Where is it at? Where is it going?: For those who didn't manage to buy a copy of the latest issue of Locomotives International magazine (issue 67 Sept - Oct 2003), editor Paul Catchpole has kindly allowed me to present the text of the article on this website titled "The 5AT Project - Where is it at? Where is it going?" which attempts to answer these two questions. A link to the article can be found on the Articles and Letters page. Those of you who don't subscribe to this excellent magazine which has been enormously supportive of the 5AT project, you can email Paul at locomotives.international@talk21.com.
It is pleasing to report that in the 350 days since we set up a counter on the 5AT website, it has recorded 10,000 hits, averaging slightly more than 28 per day. Equally satisfying is the fact that the average daily hit rate has climbed steadily from just below 20 last September to 28.6 now.
A final reminder for the FIRST WORLD STEAM & TOURIST TRAIN CONGRESS that is to be held in Brienz, Switzerland, from Sunday October 5th to Wednesday October 8th 2003 (see http://www.alpenregion.ch/Dampfcongress_e.htm#program). See below for further details. Not only will Dr. Alan Fozard be there to present his paper titled "Making the commercial case for the 5AT", but three others from the project's organizing group will be in attendance, including your webmaster who will be travelling over from China to attend the event.
12th June 2003: Death of Ing.
Livio Dante Porta
It is with great sadness that we announce the death of the great engineer Ing. Livio Dante Porta, who died on 10th June at the age of 81.
Everyone involved in the advancement of steam locomotive technology, and especially we who are involved with the 5AT project, owe him a very great debt of gratitude for his dedication, and for his extraordinary achievements in demonstrating what can be achieved through the adoption of scientifically based theories, and a systematic, holistic approach to steam locomotive design.
We hope and expect that the 5AT will be a fitting memorial to this great man.
[See obituary titled "The Engineer who transformed Steam Technology" as published in the Guardian on 2nd August 2003.]
David Wardale has now completed the Fundamental Design Calculations (FDC 4) covering the 5AT's piston valves, valve rings, valve spindles and packings. See "Calculations" page for further information.
Further to David's comments on the design of the 5AT piston valves reported earlier (see April 3rd entry below), David notes a further side-benefit of his decision to use twin piston valves:
"The piston valve and spindle calculations for the 5AT have just been completed. The results are very satisfying - I think the design is a definite advance over 3450's valves and those designed for the QJ, on which latter the new design is based. Splitting the valves into 2 - which is done to minimize clearance volume - has an important side advantage as follows. The port opening is proportional to the valve diameter, so 2 valves of half the diameter of one big one give the same port openings. But the steam forces on the valve head and stem are a function of the diameter squared, so 2 valves of half the diameter have each only one quarter of this force compared to one big valve. Thus each valve is very light, and because of the long valve heads (due to the long lap + exhaust lap) the bearing area even with 13 rings per head is large, giving a very low bearing pressure - 0.007 MPa compared to about 0.012 MPa for 3450's valves and 0.034 MPa recommended by the AAR for pistons of passenger locos (no recommendation for valves). This very low figure will be highly beneficial to lubrication and minimizing wear."
FEDECRAIL (the European Federation of Museum & Tourist Railways), the BRB Railway (Switzerland's oldest, steam powered, cog railway, serving the line from Brienz to Rothorn Kulm), and DLM (Dampflokomotiv-und Maschinenfabrik AG), are hosting the First World Steam & Tourist Train Congress at Brienz, Switzerland, from Sunday October 5th to Wednesday October 8th 2003 (see http://www.alpenregion.ch/Dampfcongress_e.htm#program).
Dr. Alan Fozard, de-facto leader of the 5AT project and co-author (with David Wardale) of the 5AT Business Plan, has accepted an invitation to present a paper at the Congress titled "Making the commercial case for the 5AT".
Other speakers and their papers will include:
It is hoped that there will be a good attendance of 5AT supporters at the conference.

6024 Society aficionado and deputy webmaster for the 5AT project, Martyn Bane proudly sports his (self-created) 5AT T-shirt in front of Porta-modified J94 'Fred', at Tyseley Depot last weekend. Martyn and Leon Salter (who took the photos) were there to help with 6024's return to main-line activity. I believe Fred is there awaiting restoration prior to sale by its current owner, the Somerset & Dorset Locomotive Company. Martyn runs his own excellent steam-orientated website at http://www.martynbane.co.uk, which includes a page dedicated to Fred. Recommended viewing!
"I have found that the piston valve, cylinder, and valve gear designs are intertwined and the necessary calculations made so far involve all three. I am now in a position to start the valve gear analysis using the various tools (books and computer programme) and will do this before the valve is designed in detail. However it is already decided to use twin 175 mm diameter piston valves, the clearance volume becoming unacceptable if a single valve significantly larger than the existing 5MT one were used. With twin valves there is a great improvement in internal streamlining yet the clearance volume comes down from 11.3% on the 5MT to just 10% (it is not possible to reach the target 8% given in calculations 1.3. with the size of valves I deem necessary, good "breathing" taking preference over any slight increase in clearance volume). The "lap + lead" (65 mm + 7 mm) is decided, and hence the combination lever and union link lengths are specified. It was presumed that the union link could be pivoted from the gudgeon pin but this gives an excessive angle of combination lever swing (76 deg. versus a recommended max of 50 deg) and to achieve the latter a crosshead arm must be used to lower the union link level (as was the case on almost all British locos.). The crosshead arm adds reciprocating mass, but this is part of the valve gear rather than the drive system, and its mass will be debited to the valve gear and added to that of the union link and part of the combination lever, to be found as part of the valve gear calculations. Most importantly, everything appears to fit in!"
In answer to four questions:
(a) why is clearance volume critical with valve design? I thought it was only a concern with piston/cylinder design.
(b) how are twin valves driven? Are the two valve shafts connected by a cross-member, which is driven from the top of the combination lever?
(c) how is internal streamlining improved with twin valves?
(d) how and where was the "lap + lead" (65 mm + 7 mm) decided? FDC 1.3 Item 64 nominates the "Tentative piston valve steam lap" as 65mm, but I can't find where the lead is nominated, nor any derivation or explanation of their nomination";
Wardale responded as follows:
"Twin 175 mm valves. Yes, placed side-by-side above the cylinder, and driven by two separate valve spindles joined to a cross-member as you suggest - BUT this member is one item where detail calculations and layout must be made in the FDC's and will be done as part of the valve design, for which the piston valve mass must first be known (hence inertia forces).
Most of the clearance volume is not in the cylinder itself but in the steam passages from the steam chest to the cylinders (will be quantified in the cylinder FDC's). Imagine looking at a piston valve from the end. The passage around the valve is like a semi-circle of considerably larger diameter than the valve - although the cylinder is below, the passage must extend some way above the valve so that the steam leaving the top of the valve has a free area in which to travel. If one piston valve is replaced by two of half the diameter the total valve port opening for any given travel remains the same, but the valve centre and hence the steam passage will be closer to the cylinders. Thus there is a saving in the volume of the passages and the streamlining between valve and cylinders can simply be judged by eye to be better because the valve centre lines lie closer to the cylinders.
Lap and lead is based on my experience of how far these parameters can be increased before one gets to practical limits beyond which the law of dimishing returns sets in (with lap) or detrimental results (e.g. difficult starting) with lead. More justification will be given in the FDC's."
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General Calculations | |||
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Determination of Target Power & Tractive Effort Speed Characteristics |
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Completed 14 Aug 2002; Posted on website. |
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Determination of Target Load Speed - Gradient Curves |
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Completed 14 Aug 2002; Posted on website. |
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Preliminary Basic Calculations |
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Completed 15 Aug 2002; Posted on website. |
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Reciprocating Components of the Engine and Drive Gear | |||
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Pistons, Rings Rods and Tail Rods |
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Completed 26 Feb 2003 |
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Crosshead and Slidebars |
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Completed 10 Feb 2003 |
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Connecting Rods |
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Completed 14 Mar 2003 |
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Crankpins, Coupling Rods, Driving & Coupled Axles, and Crankpin & Axle Roller Bearings |
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Completed 15 Mar 2003 |
TOTALS |
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