We are all products of our experience, and perhaps that is why I take exception to several of Mr Hikel’s comments. Apparently the O scale community in the NW is different – several of his assertions don’t track with my observations of O scale in the east.
That means 60 inch radius curves if you want to run brass O scale steam locomotives.
I've attended most of the O scale National Conventions since converting in 1971 and have visited dozens of home layouts. A few had broad curves (generally for around the wall loop running), but those that were built in medium sized basements and were designed for operations opted for sharper curves. This was done to enable folding the route to take advantage of the middle of the room. John Armstrong, the recognized dean of model railroad planning advocated 54" curves for heavy mainline running. A significant number of the O scale home layouts in the east (20+ I can count near DC alone – my former layout included) had curves that size - and ran large O scale brass steam locomotives. The Canandaigua Southern had 54” curves. Among the large brass locomotives John ran were a Max Gray B&O 2-8-8-4, Max Gray N&W 2-8-8-2, Overland B&O 2-10-2, Overland ex SP GS4 4-8-4, and a Westside ex PRR 4-4-6-4. My first 4 O scale brass locomotives (USH PRR K4, L1, I1, and M1a) ran around 48” curves in my “starter home” basement without modification. Articulated locomotives may need additional trackside clearance for boiler overhang, but typically handle tight curves better than high driver Northerns. Locomotives with 4 wheel trailing trucks may require narrowing the frame with a Dremel to allow for more trailing truck. In the case of the rigid wheelbase Q2 I filed the bearing block shoulders on the front and rear drivers for added lateral movement. The important thing to note is that it doesn’t take a machinists skill or significant amounts of time to enable most brass locomotives to handle tighter curves.
"Many large brass locomotives won't pull well without modification" .
Back in the “dark ages” many locomotives indeed were shipped partially assembled with undersized bolt in weights. Those wanting to haul longer trains up heavy grades (in my case 25+ cars up 3%) would either add lead around the factory weight or cast a new larger one – not rocket science.
"That meant that in the world of O scale there were few layouts with large freight car fleets"
There may have been few O scale layouts (relative to other scales), but lack of freight cars wasn’t an issue on the layouts I visited – space yes. Guys with limited space often had a collection of cars (and kits) under the layout. Back in the pre-eBay days one could find a good selection of virgin affordable kits and older brass found on tables at O scale swap meets. Finding time to build/paint them was the larger issue in building a roster on a modest budget.
"significant grades were uncommon"
Don’t know what Mr. Hikel means by "significant grades", but layouts with 1.5 - 3% grades are common on O scale railroads in our area - perhaps the John Armstrong influence to get more railroad in a given space.
"Many people used HO power packs"
I can’t recall a railroad on any O scale National Convention tours using an HO power pack other than on a test track. It seems most O scalers built their own in one form or another based on published articles.
"Good slow speed performance and low amperage draw were naturally seen as highly desirable attributes in a locomotive"
My observation: For all but those that favor continuous loop running, good slow speed performance (especially smooth starting) is an essential feature for prototypical operation – not just on switching layouts. Low amperage draw is the mark of an efficient design, is of value today (lets us use lower cost HO DCC decoders), and will be more so in the future with battery powered locomotives.
"To further compensate for the light pulling locomotives and limited power supplies many freight cars were kept below the NMRA recommended weight".
These were not factors O scalers I know worried about. I put enough weight in my cars to achieve reliable tracking – 12-16 oz. – no more than necessary – none less. The 16 oz NMRA standard for a 40’ freight car is slightly heavier than some cars on my railroad. One factor that may have influenced the standard was that in the early days of O scale many trucks didn’t roll as well as those of today.
"Under those conditions, and with a remarkably high tolerance for mechanical failure as long as repairs were inexpensive, the Weaver chain drive locomotives were seen as an acceptable product. That is attested to by theseveral positive responses that you have read here along with the caveats about parts breakage."
The failure rate of Weaver chain drives was a plastics manufacturing issue that should have been avoided – not an inherent weakness in drive train architecture. While I prefer the tooth belt drive like Sunset 3rd Rail’s, the chain drive will likely outlast the owner if you replace the Weaver axels and sprockets. To further enhance the chain drive, check out Brian Scace (Sarge) posts on the MTJ forum.
Bob Weaver designed his Alco chain drive diesels initially for O scale 2 rail, with a secondary objective of 3 rail. I visited Bob’s 2 rail layout when he had the test bed chain drive chassis running on his layout for days on end. To his regret he learned about his sub-contractor’s plastic molding problems only after selling hundreds of locomotives. To his credit for years he provided free replacement parts. Weaver's move to the “China drive” (vertical motor mounted on cast truck block- multiple spur gears between drive wheels) was more a marketing decision than a manufacturing one. Weaver could have (like P&D and NWSL) corrected the split gear problem by having his injection molding subcontractor improve the production process. By adopting the dual integral motor/truck setup and using swiveling pilots the RS-3 could handle O-27 curves. It also addressed the widely held 3 rail perception that 2 motors are better than 1. I suspect this is in part due to Lionel’s O gauge line of diesels having two motors while their lower cost and weaker pulling O-27 diesels had only one.
Despite its shortcomings (the plastic frame limits added weight), Weaver Alco’s are still the most prototypically accurate non-brass RS-3 and FA2 produced to date. With an upgraded drive they are a cost effective alternative to brass models of the same prototypes. Too much work - reserve a GGD FP7.
As Bob Turner would say – just my opinion
Ed Rappe