Railroad History

The following text has been prepared by the staff of the National Railroad Museum, Green Bay, Wisconsin as an education packet for use by school teachers who are planning field trips to the museum and/or who wish to prepare lesson plans about railroad history. Permission is hereby granted to make copies of this document for that educational purpose only. No other rights are granted for any other purpose. Copyright, 1999, National Railroad Museum, Green Bay, Wisconsin.

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Beginnings

Like so much of present day society, the railroad, as we know it, was a product of the industrial revolution. However, the idea of a special "track" for hauling goods dates back about 2,000 years. The ancient Greeks built roads paved with stone blocks that had grooves cut in them. Wagons that had wheels the widths of the grooves were pulled over the roads by horses. The grooves kept the wagons on the road, and the stone paving was much smoother than dirt roads so heavier loads could be handled. These ideas were the beginnings of modern railroading.

By about 1550, German miners had adopted the idea of using a guided wagon to haul coal, iron, silver and lead from the mines. Instead of grooves, the miners used wooden rails that were raised slightly above the ground. Small wooden carts full of ore were pushed out of the mines by hand. The wheels of the carts had flanges, a raised inside edge, which kept the wheels on the track and guided the cart around the curves.

   

Figure 1
Horse drawn rail cart and wooden wheel with a flange.

By the early 1700’s iron was replacing wood for the rails and wheels on the carts. By 1800 tramways were in widespread use throughout Europe. There were also one or two examples in America. Even so, tramways had limited capacity and only a few carts could be handled at a time. The most efficient tramways were designed to allow loaded carts to roll downhill from the mine. They were assisted by gravity. A man rode in each cart and applied a brake to stop the carts. Empty carts were then pulled back uphill by horses.

The Steam Engine

England was the birthplace of the industrial revolution in the 1700's. This revolution depended on a source of power for the new machines being developed. Originally water power was used, but as more power was needed new sources became necessary. The most efficient source of power was steam.

In 1705, Thomas Newcomen invented a steam powered pump for removing water from mines. In 1763 James Watt greatly improved Newcomen’s engine. Today, James Watt is often referred to as the father of the steam engine.

The First Locomotives

One day in 1803, a man named Samuel Homfray and several companions were watching a horse pull three loaded wagons along a tramway in Wales. Talk turned from the quality of the horse to speculation about the suitability of steam for the same purpose. Homfray bet the others 1000 guineas ($5,250) that a steam powered vehicle could pull 10 tons of iron over the nine miles of the Pen-y-Darran tram line. They accepted.

Homfray turned to Richard Trevithick to develop that vehicle. Trevithick already had a reputation for building reliable steam engines, and he did not disappoint Homfray. On February 22, 1804, the world’s first steam locomotive hauled a load of 10 tons of iron, 70 men and five extra wagons the 9 miles between the ironworks at Pen-y-Darron and the town of Merthyr Tydfil. It took about two hours.

Trevithick’s locomotive worked. It showed that smooth metal wheels could pull a great deal of weight over equally smooth rails. But the locomotive was not really practical, and it was never used again. Nonetheless, Trevithick’s locomotive contained several inventions that were still in use 150 years later.

The First Railroads

By 1813, the three elements for the railroad were in place:

  1. The idea for a permanent roadbed made of smooth iron rails;

  2. Flanged wheels to keep the train on the tracks;

  3. A practical steam locomotive.

Railroads were still being used for mines, but it was only a matter of time before the idea for using trains to transport passengers and other materials spread.

English inventors kept spreading the idea of railroads into other areas. They used trains to transport goods and moved on to carrying people. In September of 1825, the world's first true railroad traveled 9 miles. The Stockton & Darlington was designed to carry goods and passengers on regular schedules. In a little over an hour, it pulled six loaded coal cars and 21 passenger cars with 450 passengers.

THE UNITED STATES

 

Figure 2
Railroads of the United States in 1890.

Historians sometimes suggest that the railroad somehow sprang up almost magically, simply because it was a fascinating new machine. In reality it was a specific response to a specific economic need.

Nowhere is this more clearly shown than in Baltimore, Maryland. By 1825, Baltimore was in fierce competition with Philadelphia, New York, Charleston and Boston. All of these places were seaports and each struggled with the others for the traffic moving to and from the rapidly expanding western territories.

New York had the advantage of the Erie Canal, which opened in 1825. It linked New York with Lake Erie at Buffalo New York, which opened its port to the remainder of the Great Lakes. Philadelphia was also developing an extensive canal and roadway system. Baltimore was in a different situation. The land to the west was too rough for canals. The National Road that stretched to the west was slow and often difficult to travel because of poor weather conditions. Overland freight rates were expensive and could not compete with the canals.

The leading businessmen of Baltimore felt that unless they could develop a way of competing with the Erie Canal, Baltimore would soon be an unimportant port. A group of men was sent to England to study the growing rail network. The reports they brought back were favorable. On July 4, 1828, Charles Carroll, the last surviving signer of the Declaration of Independence, laid the cornerstone of the Baltimore & Ohio Railroad.

The first 13 miles from Baltimore to Ellicott Mills were completed by 1830. Horse drawn carts moved freight and passengers over the line. Peter Cooper, a wealthy man, often watched the carts. He figured there should be an easier way and wanted to use steam power.

However, the only steam locomotives came from Britain. These were too heavy and could not operate on the sharp curves of the B&O’s track. Cooper set out to prove that steam power would cause the B&O to grow. He constructed a smaller locomotive. Because of its size, it was nicknamed the "Tom Thumb."

On August 25, 1830, the "Tom Thumb" pulled a train of B&O officials from Baltimore to Ellicott Mills. A race between "Tom Thumb" and a horse took place on the return trip. Although the locomotive lost, the officials became convinced of the usefulness of steam power. They began use of this "new power" on the B&O.

However, there were many who were against rail development. Those who operated stage coaches, taverns, canals, and toll roads and bridges tried to interfere with the progress of railroading. Railroads that ran beside canals had to pay special taxes. A New York town required the train to stop at one end of the town. Passengers had to leave the train and walk to the other side of the town to get on to the next train. There was even a school board in Ohio that labeled the railroad as "a device of Satan to lead immortal souls to hell." Nevertheless, the idea caught on and railroads kept growing.

YEARS OF GROWTH: 1835-1860

CONSTRUCTION

In 1830, there were 23 miles of railroad in the United States. By 1840 this had grown to 2,808, and by 1860 there were 30,626 miles. Just eight years after the start of the B&O in 1836, the first track was laid in the State of Michigan. In 1848, the "Pioneer" became the first locomotive to operate west of Chicago (figure 3). In 1853 the first all rail route was opened between Chicago and the East Coast.

The Mississippi River was reached in 1854 and the first railroad bridge crossed the river in 1856. That same year the first railroad was opened on the west coast. It ran from Sacramento to Folsom, California. By 1859, shortly before the start of the Civil War, the first railroad reached the Missouri River and St. Joseph, Missouri.

Impact on American Culture

 

Figure 3
The Chicago & North Western's Pioneer was the first locomotive in Chicago (1848).

As impressive as numbers are, they do not give a real sense of the impact of railroads on American society. America was fast becoming a nation apart from its European roots, and was developing its own way of doing things. The railroad played a major role in many of those developments.

  1. The railroad changed our perception of time, space and distance. Travel that once took days or weeks could be accomplished in hours. No longer did distance keep people from traveling easily or being able to buy or sell goods in cities far away. People were also able to send and receive information much more quickly.

  2. The railroads were responsible for developing technology that was often used by other industries. The rest of society benefited from railroading advancements, much as modern America has benefited from our space program.

  3. The railroads were the first companies to conduct business on a national scale. Railroads had to control their growing business activities that were often spread over hundreds or even thousands of miles.

  4. The railroads were instrumental in helping to develop safer jobs, higher pay, and better working conditions for all Americans, not just for those working for the railroads. This was done through the development of labor unions.

  5. Settlement of much of the middle and western part of the country was defined by the railroad. This was in contrast to Europe, which was mostly settled prior to the coming of the railroad. In America, the railroad many times made settlement possible.

  6. The railroads offered employment to a large number of immigrants. For many, the railroad was their first job in the New World. The railroads provided them with good jobs and a chance for economic security at a time when they were not accepted in many parts of society. They developed a fierce loyalty to the railroad. It is not uncommon to find families of fifth and sixth generation railroaders. The railroad was a major employer in many communities.

  7. Unlike in Europe, American railroads helped to bring the classes of people together. More than 90% of Americans that traveled by rail in the 1800’s traveled in the same class accommodations. At the same time, however, railroads reflected America’s prejudices. There were separate waiting rooms for men and women and separate facilities for blacks and whites.

NATION BUILDING: 1860-1900

CONSTRUCTION

With the discovery of gold in California, the nation turned its attention to the far west. A railroad was needed to connect the east coast with the West. In 1854 Secretary of War Jefferson Davis, who later became President of the Confederacy, sent out survey parties to look for a railroad route from the Missouri River to the Pacific Coast. Five possible routes were examined; one northern, three central and one southern. Davis favored the southern route.

These surveys gave vivid descriptions of the West including observations about plants, animals, weather, land formations, and settlements of native people. The surveyors also located likely routes to the Pacific, both for the original transcontinental route and for the railroad lines that would follow.

But before construction could begin, the slavery question that had been brewing for decades came to a head. The American Civil War (1861-1865) has been called the first railroad war. Battles were fought over rail junctions and repair facilities. The side that could use the railroad most effectively, and keep the other side from its use, had the advantage.

Figure 4
Driving the golden spike to complete
the transcontinental railroad in 1869.

At the start of the war, the North had about 20,000 miles of tracks and the South had only about 9,000 miles. A number of Southern battle campaigns were against Northern rail targets, with thousands of cars and locomotives destroyed, bridges burned and hundreds of miles of track ripped up. The North established a Military Railway Service to carry troops and war materials. The engineering department quickly rebuilt the destroyed track and the North enjoyed a major advantage throughout the war.

In April 1865, Southern General Robert E. Lee camped near Appomattox Court House, Virginia, to wait for supplies that were coming by train. Northern troops seized the train. This kept the South from receiving badly needed replacements and supplies. Without supplies, Lee realized his position was hopeless. He surrendered to the Northern Commander, Ulysses S. Grant, which ended the Civil War.

In spite of the war, Abraham Lincoln signed the Pacific Railroad Act of 1862 giving permission to begin the first transcontinental railroad. One of the central routes was chosen; from Omaha, Nebraska to Sacramento, California. The Union Pacific Railroad (1,038 miles long) began constructing a line west of Omaha while the Central Pacific (742 miles long) started east from Sacramento. After incredible hardships the two railroads were joined together at Promontory, Utah, on May 10, 1869. The last spike driven into the rail ties was made of gold.

The completion of the transcontinental railroad started a boom in construction. From 30,000 in 1860, rail mileage grew to more than 201,000 by 1900. Five transcontinental routes linked east and west together.

Settlements

As railroading expanded west in the late 1850’s, government leaders began looking for ways to help people settle the Midwest and the South. The most famous was the Federal Land Grant Program. This program promoted the advantages of settling and helped pay for railroad construction. The government identified strips of land in areas where it wanted the railroad to go. The railroads were given money to build along these routes. Usable land around the railways was then sold to people.

The money from the land sale was used to also help railroad construction. A total of 18,738 miles of track was funded by land grants. There was one "catch" in the program: railroads accepting land grants had to provide transportation for government troops and goods, charging only one-half the normal fare.

Railroads advertised the grant program in both Europe and America. Wisconsin Central Rail Corporation kept an office in Switzerland that put out advertisements in several languages. The railroad especially wanted Germans to come because of their work ethic. Do you suppose this is why Wisconsin has a high number of people from a German background?

Labor Relations

During the mid to late 1800’s the railroad labor movement began. Unions were formed whose purpose was to help provide for the safety, health and welfare of railroad employees. The unions tried to improve conditions, increase pay, and protect jobs.

This brought employees into conflict with the owners. Strikes occurred (figure 5). The unions won more battles than they lost. Railroad employment gradually began to improve with better working conditions, higher wages, stricter safety standards, retirement funds, and shorter work hours.

Robber Barons

As the railroads grew rapidly during the last half of the 19th century, government control fell hopelessly behind. Some greedy businessmen took advantage of the situation, and the era of the Robber Baron was born.

In the late 19th and early 20th centuries, railroad owners were at the center of many scandals stemming from the excessive profits they made and the monopolies they controlled. Names like Jay Gould, James Fisk, Commodore Vanderbilt and Daniel Drew were linked with great wealth, power, and corruption.

One of the things that the Robber Barons did was to charge high rates in areas where they did not have any competition. People were forced to pay whatever the railroads charged or else find other ways to ship their goods.

Farmers were one of the groups affected by this. No group had looked forward to the coming of the railroads more than the farmers. They supported the construction of the railroads because they knew that they would benefit from having railroads available to ship their crops. Eventually some came to hate the railroads.

Due to rates charged by the railroads, farmers sometimes had to pay more to have their grain shipped to a neighboring town to have it shipped across the state. The farmers fought back by banding together in a way similar to the unions. One of these groups was called the "Grange." By 1875 it had 800,000 members. They fought to have laws passed that were designed to outlaw unfair rates and special privileges.

Passing laws was one thing, but enforcing them was another matter. The railroad owners fought these laws and challenged them in court. They sometimes bribed officials and/or ignored the laws altogether.

During the 1880’s, railroad regulation moved from the state to the national level. In 1887 the Interstate Commerce Commission (ICC) was created to help establish rates that were reasonable and just.


Figure 5
Baltimore & Ohio Railroad strike of 1877.

It required railroads to publish their rates and file them with the government. In its original form the ICC was mostly ineffective. The railroads ignored ICC rulings or tied them up for years in court. It took nearly 30 years, additional regulations and many Supreme Court decisions before the ICC had any real control over the railroads.

SAFETY

The early years of railroad development were years of experimentation. Time and energy were spent on developing the machines and systems. Safety was not a main concern, because of the slow speed of the trains and the small size of the equipment. Before 1850 railroading was probably no more dangerous than any other kind of travel.

Figure 6
The coupling of cars accounted for
the greatest number of accidental
injuries and deaths suffered by
pioneer railwaymen. (Drawing by
Peter Copeland of the Smithsonian
Institution.)

In 1853 a series of wrecks, with many deaths, focused the country’s attention on the problems. Railroads needed better engineering of bridges and roadbeds, stronger rails, better methods for communicating, improved ways to control trains, and safer brakes and couplers.hese last two were especially important to railroad safety and are good examples of how long it took to get a good idea to be used. George Westinghouse invented the first version of the air brake in 1869 when he was just 22 years old. It took several years to perfect the invention and to convince the railroads that trains could be stopped by the "wind". The other major safety concern for railroad employees was the coupling of cars together. The brakeman had to walk between two cars, out of the engineer’s sight, and put a metal pin through a hole in the car and a link to attach the cars together. Without air brakes, the engineer had little control over his train and it was not uncommon for the brakeman to lose fingers or be crushed between the cars. In 1868, Eli H. Janney patented a coupler that closed automatically when the cars came together. It could also be opened from the side of the car. After some improvements this device became a great success.

Other parts of railroad operations were also improved. The telegraph was used to control train movements, and a system of signals was created to keep trains from running into each other. With the development of the Bessemer steel making process, large quantities of steel rail became available to the railroads during the 1870’s. Steel is more durable than iron and can support greater loads. This cut down on the number of accidents from broken rails.

THE GOLDEN AGE: 1900-1945

The time period from 1900 to 1945 can be called the ‘Golden Age’ of railroading. Almost every city and town in America was reached by rail. Almost all passenger travel and freight shipments were by rail. Almost no American lived beyond the sound of a locomotive’s whistle.

CONSOLIDATION

Most of the small rail companies eventually combined into seven major and several smaller systems. Many railroads, banks, steel mills, oil companies and other businesses were controlled by two major businessmen, J.P. Morgan and E.H. Harriman.

In 1903, Governor Robert La Follette of Wisconsin led an investigation into corruption by some railroad owners. On the national level, President Theodore Roosevelt pushed laws that gave more power to the ICC to work at ending these monopolies.

PASSENGER TRAVEL

Until after the Civil War, most people considered travel by train a necessary evil. Rail cars were dark, dirty, crowded and uncomfortable. George Pullman was an American inventor. He became interested in improving the crude railway cars. In 1857 he introduced his first sleeping car. His first dining car was built in 1868. Electric lights were put in the cars in 1882. Five years later, the spaces between passenger cars were enclosed so that people could pass from one car to another without ever having to go "outside." Cars began to be made from steel, which was safer than wood in the event of an accident. By 1890 passenger cars were truly "palaces on wheels." They had artistic decorations, ornate wood and plush seats (figure 7).

In 1900 the fastest trains carried passengers from New York to Chicago, a distance of 800 miles, in about 24 hours. By 1940 this was reduced to 16 hours. At the same time, the trip from Los Angeles to Chicago was reduced from 60 to 39 hours.

By 1916 almost all passenger travel between cities was by train. It was not uncommon for even small towns to be served by six or eight trains a day. A city the size of Green Bay would have as many as 40 trains daily. Chicago was served by as many as 5000 trains each day.

News services were always being added to first class trains. This included barber and beauty shops, showers, valet service, ticker tapes and some of the best food served in America. While the great majority of people traveled in less luxurious style, conditions were still comfortable.


Figure 7
The Isabella Pullman observation car from the 1890's.

Passenger trains also carried vast quantities of mail and express items. Railroads had been carrying mail since 1831. Starting in 1857, specially built Railway Post Office cars allowed the mail to be picked up, sorted and delivered en-route. Clerks were so fast that mail picked up in one town could be sorted and ready for delivery before the train reached the next town.

IMPACT ON AMERICAN SOCIETY

The year 1916 is generally considered the date when railroads reached their peak of importance in the United States. The track system had 254,000 miles, and a majority of people and freight traveled by rail. There were over 2,000,000 people working for the railroads in the year 1920. Almost every family in America had a father, brother, uncle, or cousin working on the railroad. There were also women working for the railroads as depot agents, clerks, secretaries, and telegraphers.

In song, story and influence, railroads were as important to American culture as television is today. If you mentioned the name of the train you rode, people automatically knew what rail line you were on as well as what time you arrived in town. Fathers took their families down to the local depots on Sunday afternoons to watch the world go by and to catch up on the latest news.

People were dependent on the railroads for almost every product made and used in this country, or imported from overseas. Bananas and raw silk were shipped in special train cars. California fruit could be kept fresh in refrigerated cars for east coast customers.

Vacationers caught the train to go fishing in the north woods, shopping in the big city or relaxing at resorts that were often owned and promoted by the railroad. For years the most comfortable way to get to Yellowstone National Park was on the Northern Pacific.

Much of our entertainment arrived on the railroad. This included the circus, traveling theater shows, vaudeville acts and noted speakers of the day. Local sports teams left on the train to defend a community’s honor. Later, as professional teams developed, they traveled by train and were often accompanied by their fans.

THE DEPOT

The railroad station was the center of the community. It was the point of contact between the railroad and the public. To the railroad, the depot was a statement of its wealth and power. To the community, the depot was a visitor’s first impression of the community’s prosperity and importance.

Large depots could include hotels. These stations were sometimes as decorative and large as churches. Smaller depots were adorned with gingerbread, turrets, clock towers, spirals, wrought iron and carved stonework. Depots were also working structures. They were built to efficiently handle passengers, freight, baggage and mail.

WORLD WAR I AND THE 1920’S

The years from 1913 to 1920 were ones of great change for the railroads. With the passing on of many railroad owners, the ICC moved into all aspects of railroad operations. The ICC began setting work rules, hours of service, passenger train routes and schedules. The railroad industry swiftly became the most heavily regulated in America.

The union brotherhoods also began to exert greater influence over railroad operations. In 1915, the unions threatened a national strike if the railroads refused to reduce the workday from ten to eight hours. When management refused, the U.S. Congress entered the picture. They made the eight hour day standard for all workers, not just railroad employees, thus the strike never happened.

With World War I raging in Europe, rail traffic increased dramatically. By 1917 there was a national shortage of 158,000 freight cars because 180,000 freight cars were being used as warehouses to store war material waiting to be shipped overseas. Fortunately after the war the traffic problems were resolved, and incomes were good through most of the 1920’s.

THE DEPRESSION AND WORLD WAR II

The stock market crash in 1929 began the Great Depression. Many railroads owed more than they were earning. In 1933, a law was passed which allowed railroads to continue operating while bankrupt. Railroads were so important to the nation that they were not sold off to pay their bills.

As roads improved automobiles were used for more than just local transportation. By 1940 the country had 3,000,000 miles of roads. About half of them were paved. Trucks and busses provided cheaper transportation of goods and people between smaller sized cities.

At the height of Depression many railroads introduced a whole new technology for passenger trains. Known as Streamliners, these bright, aerodynamic, up-to-date trains operated on much faster schedules. They had names like Zephyr, Hiawatha, 400, City of San Francisco, and Super Chief.

 
Figure 8
Streamlined trains: the General Motor's Aerotrain (1955)
and Burlington's Pioneer Zephyr (1934).

Figure 9
World War II soldiers traveling by
train (about 1942), and World War I
era women working for the Union
Pacific Railroad (1918).

At the beginning of World War II in 1941, the Office of Defense Transportation was established. It coordinated all war transportation by highway, rail, water and air. While the majority of passengers were troops, many civilians were forced to ride the rails because of gas and tire rationing. In addition to war materials, items like oil that were normally carried by ship were transferred to rail. This was caused by the threat of German submarines or U-boats in the waters off the east coast.

The military itself operated a large railroad network, mostly overseas. The Army ran a line in Iran that sent supplies to Russia. It also rebuilt and operated both the Italian and French railway systems after the invasions of those countries. This kept troops and supplies flowing to the front lines.

One of today’s greatest social changes also dates from the war. With so many men away in the military, great numbers of women entered the workforce for the first time. "Rosie the Riviter" became a symbol of working women during the war. On the railroad, women took over many maintenance and operating positions. Their behind the scenes contributions played a large role in winning the war.

While 1916 can be considered the high point of the railroad as an industry, the World War II years of 1941 to 1945 can be considered the high point of the railroads’ contribution to the country.

DECLINE AND REVITALIZATION: 1945-PRESENT

THE END OF PRIVATE PASSENGER SERVICE

Excluding the years of World War II, passenger service declined every year after 1920. Railroads had not made money on passenger trains since 1929. At that time 20,000 passenger trains a day moved over American rails.

Management knew that railroads had been losing passengers to automobiles, busses and airplanes. After the war, the strategy was to advertise railroad travel as an exciting way to see the country.

Millions of Americans still depended on trains for everyday travel. While somewhat smaller than its all time high, the railway system still served the majority of communities in the nation. As late as 1954, the city of Chicago handled 1,700 passenger trains a day. Smaller cities especially depended on rail travel long after it was declining between major cities. Green Bay had six to eight passenger trains daily into the 1960’s.

AMTRAK

By the end of the 1960’s several of the nation’s largest railroads were facing bankruptcy. This was partially caused by the large amount of unprofitable passenger service they were providing. The government agreed to step in, creating the National Railroad Passenger Corporation. On May 1, 1971, Amtrak service began. Amtrak’s first director was skeptical of the system, saying that the passenger train was as outdated as the stagecoach and should be allowed to die an honorable death.

Despite his comments, Amtrak survived. Service improved, new equipment was designed and purchased, and a passenger train schedule was established. By the late 1980’s Amtrak service was acceptable, if not outstanding.


Figure 10
Amtrak's California Zephyr.

One area of passenger travel that has flourished recently has been commuter and short haul service between nearby cities. For example, you can travel from downtown New York City to Washington DC faster by train than by air. It is an 89 minute trip from downtown Milwaukee to the Chicago loop on Amtrak. Planners around the country are looking at the railroad as a workable alternative to traffic jams and serious pollution problems.

FREIGHT SERVICE AND REGULATION

During World War II, America’s railroads handled most of the nation’s freight. For several years afterward business remained very good, but the elements of decline had been in place for many years. With the country at peace and the Great Depression over, those forces began to have a serious impact.

While the ICC intended to correct the problems through more regulations, they only prevented the railroads from being efficient and did not really reach the people who were to blame. When railroads were the only practical way for shipping freight, strict ICC regulations were tolerable. However, as competition grew, ICC regulations began to keep railroads from being able to compete. In some cases when a railroad wanted to lower rates in order to be more competitive with the trucking industry, the ICC refused to allow it. The ICC was swayed more by their own outdated rules than by the railroads’ legitimate need to cover rising costs.

MANAGEMENT AND LABOR RELATIONS

Two other factors that contributed to the railroads’ decline were outdated work rules and the attitude adopted by management after the war.

The period from 1945 to 1955 was one of turnover in the railroad industry. Many employees reached retirement age and were replaced with war veterans coming home from Europe, Japan, and Korea. These new people were trained in the ways of business by men who had learned it when the railroad was king. They tried to dictate service condition to shippers and passengers. Trucking companies, on the other hand, were finding out the shipper’s needs and trying to meet them, rather than telling shippers how it was going to be. In many cases, the railroads’ outdated attitudes continued until the post World War II generation of managers began to retire in the 1980’s.

Railroad management was also confronted with outdated employee work rules and an "us versus them" mentality that remained from the problems the railroads had in the 19th century. Trains in the 1950’s were able to travel greater distances in less time with smaller crews so many earlier rules were not necessary.

YEARS OF CRISIS: 1961 to 1977

Higher taxes, passenger service losses, fewer goods to ship, and work rule problems led to an industry wide crisis by the early 1970’s. Railroads began to go bankrupt and shut down. Some companies merged together to avoid financial ruin. Many railroads were in need of help if they were to continue.

At first, the government was not willing to become involved in what it saw as a private matter, but shutting rail transportation down completely would have hurt the economy too much. The government began giving railroads financial help. Amtrak took over most passenger service in 1971.

The railroads’ continuing importance to the nation was made clear in late 1973 when America faced a new national emergency. It was the Middle East oil embargo and resulting energy crisis. Gasoline prices soared, and Americans were asked to limit the use of their automobiles. Railroads were expected to respond as they had in past emergencies, and they did by handling greatly increased carloads.

The railroad freight network was seen as too important to be shut down. There was some talk of giving the railroad system to the government. Instead, in January 1974, President Richard Nixon signed the Regional Rail Reorganization Act. The goal was to rebuild the system, return it to profitable service, and then give its control back to private businesses. Conrail, the new company, began operating on April 1, 1976.

DEREGULATION

By 1980 the American railroad system was down to 190,000 miles of track. Railroads were carrying only 40 percent of all inter-city freight. Words like dinosaur, obsolete, and out-of-date were being used to describe the rail system which seventy years earlier had been the lifeblood of every city in the country.

The only choice was to cut back on the control the ICC had over railroads. Trucks, pipelines, barges, ships and airplanes were all competing for passenger and freight service. If the railroad industry was deregulated, it could then compete fairly and prosper.

Just as it had taken many years and several governmental acts to create the web of regulations, it would take time and repeated efforts to eliminate those rules. As the president of Conrail pointed out, the government would have to continue giving money to rail companies unless the regulations were changed.

On October 14, 1980, President Jimmy Carter signed the Staggers Act. It was a combination of laws that gave railroads the freedom to make their own rules. For the first time in nearly 100 years, the industry was free to earn a fair profit and improve itself so it could be more competitive.

The Staggers Act made it easier to shut down rail lines that were not making a profit. Independent business people (with lots of money) could purchase those failing lines and get them up and running again. Deregulation meant smaller operators could make a profit where bigger companies could not. Instead of losing the traffic on otherwise abandoned tracks, the entire network benefited.

Eventually, Conrail was sold by the government to a group of investors in 1986. It became one of the strongest railroads in the country. A merger between Conrail and CSX is planned for late 1998.

TECHNOLOGY AND INNOVATION

Like the rest of society, the railroad has seen major changes in technology. This includes all parts of the operation. Where once telegraphs were used to give orders that were then passed up to the engineer by hand, dispatchers now control trains from highly automated centralized locations. Where once thousands of people were employed to process freight bills, computers are now used. An automatic scanning system will soon know the location of every freight car in the country. Continuous welded rail has eliminated the "clickety-clack" and maintenance problems of bolted track.

The two biggest innovations have to do with how freight is carried. The ideas of unit trains and intermodals are making many people talk about the railroad becoming the most efficient means of transportation in the future.

The first innovation, the unit train, is simply one where all cars carry the same kind of load such as coal. All the loads are from the same source and are going to the same place. This allows for faster and better scheduled service. For many railroads, unit coal trains are a major part of their business. Other bulk items, like iron ore, potash, and grain are shipped in this same way.

The second innovation is actually something of a revolution in how freight is carried. Intermodal is a new word. It means carrying or moving a container by more than one kind (mode) of transportation during a single journey. The container can be in two forms: either a regular semi trailer loaded on a flatcar, or a box with about the same dimensions as a semi trailer that fits on a trailer frame.

The unit train idea makes sense if you remember that each trailer requires a driver and a truck on the highway. If your company has 100 drivers and 100 trucks to keep in operation, this could turn out to be a very expensive job. It would be cheaper and more efficient if the 100 trailers were loaded onto a single train.

The intermodal concept is even more flexible. It involves a container that fits on a rail car, rubber tire trailer frame or ocean going ship. The container is loaded at the factory. A truck brings the container to the railroad yard. A large machine then picks it off the trailer frame and places it on a rail car. The container is taken to the destination city where another truck picks it up for delivery or it is loaded onto a ship.

Imported or exported freight is transported more easily with the intermodal system. Under the old way, freight had to be physically handled every time it changed transportation modes. Freight was loaded onto the truck, unloaded off the truck and onto a ship, unloaded from the ship into a warehouse, then loaded into a boxcar or truck for delivery. With intermodal it never leaves the original container until it reaches its final destination.

THE FUTURE

In many ways railroading today looks similar to railroading thirty years ago. Diesel locomotives still pull trains over the same routes. There are still boxcars, gondolas and tankers. But behind those familiar objects there has been a revolution. Thirty years ago many people felt the railroad was going out in the same way the covered wagon did. Today some people talk about the railroad as the wave of the future. Three decades ago railroads were struggling to compete with trucks, but today more and more highway trailers are riding on trains.

Forecasters now see a much brighter future for the nation’s railroads. They are carrying more freight than at any time in their history. High speed passenger trains like the BART system in San Francisco, California, attract many riders. While some issues like customer service need to be addressed, American railroading at the dawn of the 21st century is a renewed industry that can grow and prosper for many years to come.

Written and edited in 1998 by Kristine Moodie and Heidi Meissner of the Green Bay Christian School. The original guide was prepared by the staff and volunteers of the National Railroad Museum and University of Wisconsin Green Bay interns.

GLOSSARY

Aerodynamic
Designed in such a way that air passes around the object easily.
Ballast
Stones (sometimes raised) underneath rail lines that help distribute weight and keep water away from the track.
Baltimore & Ohio Railroad
The first railroad company in the United States, started at a time of competition between canals and seaports. Built in 1828, it ran 13 miles.
Canal
A waterway dug across the land for ships or boats. A canal also carries water.
Commuter
A person (or a train) that regularly travels back and forth from the suburbs to the city.
Depot
A railroad station.
Embargo
A government order that forbids ships to enter or leave its ports.
Flange
A raised ridge on the inside edge of each wheel.
Industrial Revolution
A period in England’s history that marked the widespread use of factories for manufacturing and mass production.
Intermodal
The carrying of a container by more than one kind of transportation during a single journey.
Monopoly
One person or company that has total control of a product or service.
Ration (rationing)
A fixed amount, or allowance, of food or other products.
Seaport
A port or a harbor on the sea coast.
Strikes
Stopping work to get more pay, better working conditions or better hours.
Ties
Wood beams under rail lines.
Tramway
Track for street cars.
Transcontinental
Crossing a continent.
Unit trains
A train whose cars are all carrying the same cargo.

RAILROAD QUESTIONS YOU MAY HAVE

1. WHAT IS THE DISTANCE BETWEEN THE RAILS?

The distance between the rails is known as the gauge of the track. In the United States this is 4 feet, 8 and one-half inches, known as the standard gauge.

Railroad tidbit: The gauge was developed in England and is said to have been taken from the ruts left in stone roadways by Roman chariots.

2. HOW DO TRAINS STAY ON THE TRACK?

There is a flange, or raised ridge on the inside edge of the wheel. The wheel itself sits on top of the rail and the flange fits down on the inside edge of the rail. The same thing happens with the other wheel on each axle. The flanges keep the wheels on the track and guide the wheels around curves.

3. WHAT ARE THE STONES AND WOODEN BEAMS UNDER THE RAILS?

The stones, called ballast, and wood beams, called ties, do several things. The ties and ballast work together to evenly spread out the heavy weight that trains carry. The ballast also helps keep water away from the track. The rails are held to the ties by large spikes which also keep the track in gauge.

4. HOW DO TRAINS STOP?

Trains use air brakes to reduce speeds and stop. There is a large pump in each locomotive and an air tank in each car. The locomotive pumps air through a pipe. The air goes into a tank on each car, and that pressure keeps the brakes off. To apply the brakes, the engineer reduces the pressure in the pipe and a value directs the greater pressure in the tank to a cylinder that applies the brakes.

Railroad tidbit: This is also a safety feature. If the cars come unattached, the air rushes out of the pipe and the pressure in the tank automatically applies the brakes. Next time you see a train, look for a hose hanging down between each car. This is the brake hose.

5. WHY DO TRAINS TAKE SO LONG TO STOP?

This is one of the least understood, and most dangerous parts of the railroad. A train cannot stop as quickly as an automobile.

The engineer opens a valve in the cab of the locomotive to apply the air brakes. The train may be as much as a mile long and that means that it will take several seconds for the "stop" message to travel the length of the train.

There are two factors that make this even more difficult. One, the train may weigh five or even ten thousand tons. All of that weight must be stopped. Secondly, trains may travel at high speeds. This combination means that a heavy train may take as much as one-half to one mile to stop. This is the same distance as the length of two to four city blocks.


6. HOW MANY MILES OF RAILROAD TRACK ARE THERE IN THE UNITED STATES?

In 1993 there were approximately 183,000 miles of track. This is down from the all time high of 254,000 miles in 1916.

7. WHY DO TRAINS OFTEN GO BACK AND FORTH WHEN I AM WAITING AT THE CROSSING FOR THEM?


When a train comes into a terminal like Green Bay, there are freight cars that are destined for many different local businesses. Some are even going to other cities. The train must be broken apart and the cars sorted for their destinations. This is done in a yard, which is a series of parallel tracks connected to the main track. A locomotive sorts the cars onto different tracks by going back and forth while connecting and disconnecting cars.

SCIENCE EXPERIMENT

Watch how steam can be used, and imagine what happens when coal is burned to fuel an engine with this fun experiment.

You will need:

  • A metal cigar tube, or tubing closed at one end
  • A cork to fit the tube’s end
  • Some strong wire
  • 2 small candles (tea light candles without the aluminum base may work)
  • Two large nails
  • A piece of balsa wood, cut into a boat shape
  • A box of matches
  • A pair of pliers, a hammer

Step 1.

Check that the cork makes an air-tight fit in the tube, then pierce a small hole through the length with a nail or similar object. Next, take two equal lengths of wire and wrap them around the cigar tube - each about 6 inches from the end of the tube. Twist the wires together with a pair of pliers.

Step 2.


Hammer a large nail at either end of the balsa plank to act as a keel. Turn the boat right side up (nails facing downward) and secure each candle to the wood with its own melted wax. Place each candle side by side on the wood.

Step 3.


Wrap the cigar’s wire around the wood so the tube rests just above both candlewicks. Fill the tube a quarter full of water and replace the cork. Now your boat is ready to sail!

Step 4.


Place your boat in a bathtub of water, or a pond if the weather is calm. Have an adult carefully light the candles.

What happens:


As the water heats up, steam forms inside the tube. The steam expands and is forced out at high pressure through the only means of escape - the hole in the cork.

Questions

  1. At what temperature does the water need to boil to produce steam?
  2. Would your boat go faster if the tubing were larger in diameter? Try it!
  3. Would your boat go faster if the tube was longer? Try it!

    From: Parker, Steve. The Marshall Cavendish Science Project Book of Water, 1986, page 23.

MATH PROBLEMS

  1. It is about 900 miles from New York City to Milwaukee. About how many miles an hour was a train traveling if it took 24 hours to complete the journey? If the train took 16 hours what was its speed?
  2. If a round trip ticket from Chicago to Detroit on Amtrak costs $78 for an adult and $35 for a child, how much would it cost a family of 2 adults and 3 children?
  3. The first steam locomotive pulled 10 tons of iron ore and 70 men who weighed 180 pounds each. How much weight was the train pulling?
  4. If it took the first train 2 hours to travel 9 miles, how many miles per hour did it travel?
  5. During the construction of the transcontinental railroad, the Union Pacific Railroad completed 1,058 miles of track. The Central Pacific laid 742 miles of track. How long was the transcontinental railroad?
  6. There were 23 miles of track in 1830. In 1840, there were 2,808 miles of track. In 1860, there were 30,026 miles of track. How many more miles of track were there in 1860 than there were in 1830?
  7. If George Westinghouse invented the air brake in 1869 when he was 22 years old, what year was he born?

READING LIST

Beebe, Lucius. Trains in Transition. New York: Bonanza Books 1941.

Black, Robert. The Railroads of the Confederacy. Chapel Hill: University of North Carolina Press 1952.

Botkin, Benjamin & Alvin Harlow, editors. A Treasury of Railroad Folklore. New York: Crown Publishers, Inc. 1953.

Clarke, Thomas & others. The American Railway. New York: Arno Press 1976.

Dorin, Patrick. Chicago and North Western Power. Seattle: Superior Publishing Company 1972.

Ellis, Hamilton. The Pictorial Encyclopedia of Railways. New York: Hamlyn Publishing Group Limited 1968.

Gray, Walter & John Hankey. Pictorial History of North American Railroads. Lincolnwood, IL: Publications International, Ltd. 1996.

Holbrook, Stewart. The Story of American Railroads. New York: American Legacy Press 1967.

Hollingsworth, Brian & Arthur Cook. The Great Book of Trains. New York: Portland House 1987.

Jensen, Oliva. The American Heritage History of Railroads in America. New York: American Heritage Publishing Co. 1975.

Klein, Maury. The Life and Legend of Jay Gould. Baltimore: John Hopkins University Press 1986.

La Fountain, Julie editor. Empire State Railway Museum’s 33rd Annual Guide to Tourist Railroads and Museums. Waukesha: Kalmbach Publishing Company 1998.

Licht, Walter. Working for the Railroad. Princeton: Princeton University Press 1983.

Mc Cague, James. Moguls and Iron Men. New York: Harper & Row 1964.

Rosholt, Malcolm. Trains of Wisconsin. Neenah: The National Railroad Museum, Inc. 1992.

 *Navigation buttons: Rendered from actual locomotive control stand switch panel