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Union Pacific Big Boy discussions continue

Published: January 2, 2013
4014 Lustig
Big Boy No. 4014 at Pomona in 2012.
Photo by David Lustig

POMONA, Calif. – Discussions between Union Pacific Railroad and the Southern California Chapter of the Railway & Locomotive Historical Society, located in Pomona, regarding the restoration of 4-8-8-4 Big Boy No. 4014 to active service, are continuing.

A Dec. 23 letter sent by the chapter's board of directors to its members, and obtained by Trains Magazine, indicates a substantial division, both in the board and the museum’s membership, as to the ultimate fate of the locomotive. The letter stressed that at this time there is no firm proposal from the railroad, and the two parties are only in the midst of exploratory discussions. The chapter's board has unilateral authority to make such a deal. However, the board decided the issue to be important enough to take a vote of the membership in the matter.

Part of the proposed transaction would be for UP to provide alternate equipment for display, presumably a diesel locomotive or locomotives, to replace the Big Boy. Union Pacific has made it clear to the chapter that it would not consider a trade for another steam locomotive, as the railroad feels it is not in a position to thin its roster further.

Ed Dickens, manager of Union Pacific’s steam program, visited the chapter's exhibit on the Los Angeles County Fairgrounds Nov. 30-Dec. 4. According to the board, at that time, Dickens expressed interest in the Big Boy project. If the 4-8-8-4 does return to the railroad, after restoration, the belief is that No. 4014 would eventually visit most of the 23-state railroad.

Some members are in favor of having the locomotive back under steam again, which also means returning it to Union Pacific. Chapter members in favor of a trade feel that the primary benefit, not only for the chapter, but also for the public in general, is that people will be able to see a Big Boy in action.
Others are adamant that the removal of the Big Boy would weaken the position of the chapter as a viable museum. They believe that the absence of the No. 4014 will negatively impact visitor attendance to Pomona. In addition, there are concerns that if the Union Pacific operates the locomotive, the chapter would not receive appropriate recognition for its efforts.

One unanimous area of agreement in the chapter: If the No. 4014 is transferred to the UP, and for some reason the restoration project fails, is for any reason canceled, or the railroad's steam program is canceled, contract must include a clause to return the locomotive to the chapter in a condition as good as, or better then when transferred.

As a potential deal sweetener, the California museum has indicated that once the Big Boy is back in operation, the Union Pacific would consider operating a fan trip with the No. 4014 solely for the chapter's benefit. A counter argument has surfaced that if and when the locomotive begins system wide tours, it would rarely return to the Golden State.

Union Pacific has apparently indicated that, in case a deal with the Pomona cannot be reached, the railroad has other options. That is widely regarded to mean that there are Big Boy's elsewhere in the country that are potential restoration candidates.

Some members feel that loosing the Big Boy would put the chapter itself in jeopardy. Others point out that the group has other significant assets on display, including UP 4-12-2 No. 9000, SP 4-10-2 No. 5021, Santa Fe 4-6-4 No. 3450, and UP “Centennial” DD40AX No. 6915.

Original Post

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Originally Posted by joseywales:
Originally Posted by Hot Water:

Well, if Mr. Dickens can't pry the 4014 out of California, the 4004 is right across the street in Holiday Park there in Cheyenne!

that would be alot closer to home=less cost to transport it=the saving cost can be used tords the restoration for the bigboy..

Funny, THAT is exactly what a LOT of us are wondering! Just think:

 

1) No non-profit rail enthusiast group to deal with. Just the city of Cheyenne, which is obviously a BIG "Union Pacific town", which has a terrific history with the 4000 class locomotives.

 

2) Much less "movement costs" to get 4004 out of Holiday Park, and tow her literally across the main line to the steam shop.

 

3) Absolutely NO "involvement" with BNSF Railway trying to tow 4014 up Cajon Pass, which is one of the busiest sections of main line in the entire west!

 

With regards to the flood that 4004 was subjected to in 1985, what possible damage could it have sustained that is potentially unknown and could be extremely expensive to rectify.  I was specifically thinking of damage to journals/bearings on engine and tender, water that may have got into the cylinders etc, etc.

 

Regards,

 

Neil

The museum is a bit odd already, last time I went to CA I tried for several weeks to find out when the park would be open so I could see the 4014. Phone calls and emails were never responded to. I chalked it up to a busy time of the year (December)

Talked to a friend this weekend, had the same problem when he tried

Others are adamant that the removal of the Big Boy would weaken the position of the chapter as a viable museum.

RE: Water damage to the 4004.

 

 While most seem to run around with their hair on fire when they see pictures of the 4004 partially submerged, few seem to realize that with a roller bearing, the bearing 'houses' are SEALED.

 IIRC, a recent and thorough inspection of the 4004 revealed that little water was found in the opened bearing houses and that most if not all the bearings, races and all, were in good shape.

 

DV

Originally Posted by Ukaflyer:

With regards to the flood that 4004 was subjected to in 1985, what possible damage could it have sustained that is potentially unknown and could be extremely expensive to rectify.  I was specifically thinking of damage to journals/bearings on engine and tender, water that may have got into the cylinders etc, etc.

 

Regards,

 

Neil

The 4004 was inspected by a professional "Steam Contractor" a few years ago, and discovered that ABSOLUTELY NO DAMAGE has occurred to ANY of the roller bearings, from the engine truck to the the tender journals. The cylinders would be "gone through" anyway during any sort of overhaul on ANY steam locomotive.

Originally Posted by Ukaflyer:

HW,

 

I can understand being able to check the rod bearings etc but how would they have checked the main journals and I assume white metal bearings on the drivers axles?

 

Also there has to be something fundamentally wrong with 4004 in relation to 4014, so does anyone have an inkling as to what they may be?

 

Neil

1) The contractor's crew crawled under the 4004 and inspected each drive axle roller bering by removing the inspection AND drain plugs on the sealed journals. Very little, if any water drained out. The use of optical "bore scopes" can be used effectively in closed environments, such as internal combustion diesel engine cylinders, in order to visually inspect rollers and races.

 

2) No, there is nothing really "fundamentally wrong" with ANY of the UP 4000 class steam locomotives. Plus the maintenance and operating records are available for EVERY individual 4000, so it sure would seem logical to select the 4004, which does NOT come with little or NO baggage!

Originally Posted by ReadingFan:

The Big Boy at Steamtown (4012) is the favorite of the 5-year-old grandson of our church organist, so I hope that one is considered.

 

Logistically, 4004 seems a better choice, but it would be great to see the 4012 in service. 

Just like the 4014 in California, the 4012 would come with too much baggage, plus she is VERY far, and MANY railroad interchanges, away. 

Originally Posted by ReadingFan:

The Big Boy at Steamtown (4012) is the favorite of the 5-year-old grandson of our church organist, so I hope that one is considered.

 

Logistically, 4004 seems a better choice, but it would be great to see the 4012 in service. 

 

I don't think UP wants to get involved with the park service over getting 4012 back, and the decades in VT and PA I'd bet she is in the worst shape of any of the candidates.

 

This Chapter in CA seems to have it's head up you know what.  Surprised that UP hasn't walked away yet or have they?

Originally Posted by challenger:

what about the up 4018 in texas at a fairgrounds.it was going to be used for a movie.

Actually the 4018 was NEVER going to be used in ANY movie. That whole "project" was a scam by a specific individual, who eventually "disappeared" with all the money that was raised. Neither the UP, nor the BN EVER agreed to even move the 4018, let alone operate it. Darned shame what happened there.

Originally Posted by ironlake2:

Please do not put anything in this post to get rich mad again and just put info every one wants to know.

This whole thing has been a public relations disaster from day one. It is a textbook example of how NOT to announce a project like this. Because of that, the California organization that owns the locomotive has zero credibility with me and I have absolutely zero confidence that this will happen. It's a foamer pipe dream.

 

People who think otherwise don't make me mad. They make me chuckle.

 

Rose-colored glasses never fit me very well. 

Thanks for posting the update Gary I appreciate it. 

     Now as someone who knows nothing about these kind of discussions I would think that from a corporate stand point that the UP would be a bit PO'd by now at the spilling of information to those not party to the talks.  I don't know if Pomona is trying to gain support for or raise outrage against the idea but at any rate it's becoming a PR headache for UP IMHO.  That said yes, I am all for this..I never thought I would get to experience a 4000 operating and I hope I get to see it, and that others everywhere get to see it as well.

     So lets say they choose the 4004 and there are many more mechanical issues to solve is there anything that can not be remanufactured or obtained as needed?  And yes I know all it takes is money but I really am interested to know if anything is just flat out not replaceable?

 

The Union Pacific has no right to be upset about this story getting out. I would think they would have totally expected it. Clubs hold no power over their members. Corporations hold total power over their employees. The fact that everyone knows that they are pursuing this deal makes no difference. 

 

From what has been said previously, the final proposal has to be voted on by the members.

 

My dad said this to me a number of times:

 

As you go through life my son, whatever be your goal,

keep your eye upon the doughnut, and not upon the hole.

 

This isn't about who said what when, this is about the UP trying to acquire a big boy.

Originally Posted by Big_Boy_4005:

And for enough money, they could build a new one from scratch. 

Actually they couldn't "build a new one from scratch" since the huge foundry industry is gone in this country. Those "new from scratch" steam locomotives completed or under construction in Great Briton are bar frames, and NOT the huge one piece cast steel engine beds with cast integral cylinders, used on the bigger, more modern steam locomotives in the U.S..

Originally Posted by Hot Water:
Originally Posted by Big_Boy_4005:

And for enough money, they could build a new one from scratch. 

Actually they couldn't "build a new one from scratch" since the huge foundry industry is gone in this country. Those "new from scratch" steam locomotives completed or under construction in Great Briton are bar frames, and NOT the huge one piece cast steel engine beds with cast integral cylinders, used on the bigger, more modern steam locomotives in the U.S..

Does any country have the capability to do these one piece castings?

Originally Posted by superwarp1:
Originally Posted by Hot Water:
Originally Posted by Big_Boy_4005:

And for enough money, they could build a new one from scratch. 

Actually they couldn't "build a new one from scratch" since the huge foundry industry is gone in this country. Those "new from scratch" steam locomotives completed or under construction in Great Briton are bar frames, and NOT the huge one piece cast steel engine beds with cast integral cylinders, used on the bigger, more modern steam locomotives in the U.S..

Does any country have the capability to do these one piece castings?

In the PRR era, there was a proposal to build a "GG2", but the proposal did not go through because PRR could not get the cast frames.  Or so I have read/heard.  And this was way before the 1960's!

Originally Posted by Big_Boy_4005:

The Union Pacific has no right to be upset about this story getting out. I would think they would have totally expected it.

 

Perhaps, how ever I will have to respectfully disagree, I think the UP has every right to expect a certain level of professionalism from such a long established group and as such be shall we say... displeased with the way this has been handled thus far.

 

Clubs hold no power over their members.

 

I would hope that there are certain bi-laws to abide by, and I would have hoped that the board would have instructed the members to refrain from going public with such information so early in the talks.

 

Corporations hold total power over their employees. The fact that everyone knows that they are pursuing this deal makes no difference.

 

Time will tell. 

 

From what has been said previously, the final proposal has to be voted on by the members.

 

Sounds as if the club as a whole is divided on the subject, which in all fairness is perfectly understandable.  The UP wants a 4000 and the club wishes to remain strong and viable for the years to come.  It has to be a win/win for both parties.

 

This isn't about who said what when, this is about the UP trying to acquire a big boy.

 

Indeed.

 

Originally Posted by Dominic Mazoch:

And one other situation.  UP does have rights on Cajon.  But BNSF OWNS the tracks.  They will not let a steamer there because of the traffic.  Hence, I don't thing a BB movement would be permitted, even by UP.  So, drag the thing via the Coast, or the Loop, then Donner? 

 

A steam excursion perhaps, but the 4014 would be dead in tow.  I don't see how that would impact traffic over Cajon if it was tucked in with a freight heading east.  Unless there are clearance problems, or if a mechanical failure occurs enroute.

Originally Posted by superwarp1:

Does any country have the capability to do these one piece castings?

China and India both have long established foundry industries, but nothing on the scale of, say General Steel Castings that was in Granite City, IL. The one piece cast frames of U.S. steam locomotives where actually poured in the pits of the foundry floors. Besides, I don't think that either China nor India could produce the high quality, one piece engine bed castings, of say a New York Central Hudson, anyway. 

Originally Posted by Dominic Mazoch:
Originally Posted by superwarp1:
Originally Posted by Hot Water:
Originally Posted by Big_Boy_4005:

And for enough money, they could build a new one from scratch. 

Actually they couldn't "build a new one from scratch" since the huge foundry industry is gone in this country. Those "new from scratch" steam locomotives completed or under construction in Great Briton are bar frames, and NOT the huge one piece cast steel engine beds with cast integral cylinders, used on the bigger, more modern steam locomotives in the U.S..

Does any country have the capability to do these one piece castings?

In the PRR era, there was a proposal to build a "GG2", but the proposal did not go through because PRR could not get the cast frames.  Or so I have read/heard.  And this was way before the 1960's!

Please forgive me for getting off topic but how are modern diesel locomotive frames built?

Originally Posted by CWEX:
Originally Posted by Dominic Mazoch:

And one other situation.  UP does have rights on Cajon.  But BNSF OWNS the tracks.  They will not let a steamer there because of the traffic.  Hence, I don't thing a BB movement would be permitted, even by UP.  So, drag the thing via the Coast, or the Loop, then Donner? 

 

A steam excursion perhaps, but the 4014 would be dead in tow.  I don't see how that would impact traffic over Cajon if it was tucked in with a freight heading east.  Unless there are clearance problems, or if a mechanical failure occurs enroute.

Chris,

 

There is NO WAY that 4014 would be placed "dead in tow" in a freight train. ANY move of a 400o class locomotive would have to be a special move with a diesel in the lead, then probably the 4014, then the steam crew's support car/cars, and then another diesel in DPU mode on the rear. Remember that the 4014 will probably have NO AIR BRAKES, will thus have to have at least one diesel unit on the point, and at least one DPU on the rear.

One of the things speculated on is "why?"  Though the 150th Golden Spike anniversary has been primarily mentioned, the reason may be simpler and more practical.

 

In operating USN steam plants, the Navy had a rule of 3: one in overhaul/drydock, one in work ups, and one on station.  UP currently has 2 steamers, and has experienced significant periods where neither was available for various public relations operations.  Having a 3rd would give them far better availability,  allowing more overall hours to be run between FRA mandated down times.  

 

UP is serious about its steam.  Its not the PR stunt that other lines have perceived steam to be.  Thus UP may have determined it wants/needs a viable, 100% available fleet to achieve its long range goals.

 

FWIW.  Interesting to watch in any case.

Originally Posted by Drydock:

One of the things speculated on is "why?"  Though the 150th Golden Spike anniversary has been primarily mentioned, the reason may be simpler and more practical.

 

In operating USN steam plants, the Navy had a rule of 3: one in overhaul/drydock, one in work ups, and one on station.  UP currently has 2 steamers, and has experienced significant periods where neither was available for various public relations operations.  Having a 3rd would give them far better availability,  allowing more overall hours to be run between FRA mandated down times.  

 

UP is serious about its steam.  Its not the PR stunt that other lines have perceived steam to be.  Thus UP may have determined it wants/needs a viable, 100% available fleet to achieve its long range goals.

 

FWIW.  Interesting to watch in any case.

To be correct, UP has really now has only one steam locomotive, #844. No work has been done on Challenger 3985, since it operated in 2010.

 

Logic would dictate that the Challenger should be returned to service prior to ANY thoughts of restoring/rebuilding a 4000 class locomotive. Besides, the 3985 will go in many more locations than a 4000!

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