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Gauge EN.svg
Rail gauge
Broad gauge
Standard gauge
Narrow gauge
Minimum gauge
List of rail gauges
Break-of-gauge
Dual gauge
Gauge conversion
Rail tracks
Tramway track
[edit]

Rail gauge is the distance between the inner sides of the heads of the two parallel rails that make up a single railway line. Sixty percent of the world's railways use a standard gauge of 1,435 mm (4 ft 8+12 in). Wider gauges are called broad gauge; smaller gauges, narrow gauge. Break-of-gauge refers to the meeting of different gauges. Some stretches of track are dual gauge, with three or four rails, allowing trains of different gauges to share them. Gauge conversion can resolve break-of-gauge problems.

Gauge tolerances specify how much the actual gauge may vary from the nominal gauge. For example, the U.S. FRA specifies that the actual gauge of track that is rated for a maximum of 60 mph (96.6 km/h) must be between 4 ft 8 in (1,422 mm) and 4 ft 9½ in (1,460 mm).

Contents

Overview

New railways are usually built to standard gauge. Its advantages are that:

  • It facilitates inter-running with neighbouring railways
  • Locomotives and rolling stock can be ordered from manufacturers' standard designs and do not need to be custom built, though some adaptation to local conditions may be necessary, for example, regarding loading gauge.
  • Generally speaking, standard gauge works well enough, while the supposed advantages of broader or narrower gauges are ephemeral, and not enough to overcome the disadvantages of the break of gauge.

Rounding

Rail gauges are often rounded to the nearest inch, so that the Iberian gauge is said to be 5' 6".

Dominant gauges

ft' in" mm
5' 6" 1676
5' 523" 1668
5' 3" 1600
5' 1524
4' 1178" 1520
4' 812" 1435
4' 6" 1372
3' 6" 1067
3' 513" 1050
3' 338" 1000
3' 138" 950
3' 914
2' 6" 762
2' 512" 750
2' 610
1' 1158" 600
The dominant rail gauge in each country shown


Gauge Name Installation Usage
1,676 mm (5 ft 6 in) Indian gauge >77,000 km India (42,000 km; increasing with Project Unigauge), Pakistan, Argentina (24,000 km), Chile
(approx. 612% of the world's railways)
1,668 mm (5 ft 5+23 in) Iberian gauge 15,394 km Portugal, Spain. In Spain as of the iberian gauge 21 km are of three-rail dual iberian and standard gauges, more to come in the future
1,600 mm (5 ft 3 in) Irish gauge 9,800 km Ireland and important minor gauge in Australia - Victorian gauge (4,017 km), Brazil (4,057 km)
1,524 mm (5 ft)  Russian gauge 5,865 km Finland
1,520 mm (4 ft 11+56 in) Russian gauge 220,000 km CIS states (including Russia), Estonia, Latvia, Lithuania, Mongolia
(approx. 17% of the world's railways)
1,435 mm (4 ft 8+12 in) Standard gauge 720,000 km Europe, Argentina, United States, Canada, China, Korea, Australia, Middle East, North Africa, Mexico, Cuba, Panama, Venezuela, Peru, Uruguay and Philippines. Also high-speed lines in Japan and Spain.
(approx. 60% of the world's railways)
1,067 mm (3 ft 6 in) Cape gauge 112,000 km Southern and Central Africa, Indonesia, Japan, Taiwan, Philippines, New Zealand, Australia (parts)
(approx. 9% of the world's railways)
1,000 mm (3 ft 3+38 in) Metre gauge 95,000 km SE Asia, India (17,000 km, decreasing with Project Unigauge), Argentina (11,000 km), Brazil (23,489 km), Bolivia, northern Chile, Kenya, Uganda
(approx. 7% of the world's railways)

For details see: List of rail gauges

Note: Russian gauge can be 1524 mm or 1520 mm.

History

Historically, the choice of gauge was partly arbitrary and partly a response to local conditions. Narrow-gauge railways are cheaper to build and can negotiate sharper curves but broad-gauge railways give greater stability and permit higher speeds. Standard gauge is a compromise between the narrow and broad gauges.

Early origins of the standard gauge

There is an urban legend that Julius Caesar specified a legal width for chariots at the width of standard gauge, causing road ruts at that width, so all later wagons had to have the same width or else risk having one set of wheels suddenly fall into one deep rut but not the other.[1] [2]

In fact, the origins of the standard gauge considerably predate the Roman Empire, and may even predate the invention of the wheel. The width of prehistoric vehicles was determined by number of interacting factors which gave rise to a fairly standard vehicle width of a little under 2 metres (6.6 ft) These factors have changed little over the millenia, and are still reflected in today's motor vehicles. Road rutting was common in early roads, even with stone pavements. The initial impetus for the ruts probably came from the grooves made by sleds and slide cars dragged over the surfaces of ancient trackways. Since early carts had no steering and no brakes, negotiating hills and curves was dangerous, and cutting ruts into the stone helped them negotiate the hazardous parts of the roads.[3]

Neolithic wheeled carts found in Europe had gauges varying from 130 to 175 centimetres (4 ft 3 in to 5 ft 9 in). By the Bronze age, wheel gauges appeared to have stabilized between 140 to 145 centimetres (4 ft 7 in to 4 ft 9 in) which was attributed to a tradition in ancient technology which was perpetuated throughout European history.[4] The ancient Assyrians, Babylonians, Persians and Greeks constructed roads with artificial wheelruts cut in rock spaced the wheelspan of an ordinary carriage. Such ancient stone railways connected major cities with sacred sites, such as Athens to Eleusis, Sparta to Ayklia, or Elis to Olympia. The gauge of these stone grooves was 138 to 144 centimetres (4 ft 6 in to 4 ft 9 in). The largest number of preserved stone trackways, over 150, are found on Malta.[5]

Some of these ancient stone rutways were very ambitious. Around 600 BC the citizens of ancient Corinth constructed the Diolkos, which some consider the world’s first railway, a granite road with grooved tracks along which large wooden flatbed cars carrying ships and their cargo were pulled by slaves or draft animals. The space between the grooved tracks in the granite was a consistent 1.5 metres (4 ft 11 in).[6]

The Roman Empire actually made less use of stone trackways than the prior Greek civilization because the Roman roads were much better than those of previous civilizations. However, there is evidence that the Romans used a more or less consistent wheel gauge adopted from the Greeks throughout Europe, and brought it to England with the Roman conquest of Britain in AD 43. After the Roman departure from Britain, this more-or-less standard gauge continued in use, so the wheel gauge of animal drawn vehicles in 19th century Britain was 1.4 to 1.5 metres (4 ft 7 in to 4 ft 10 in). In 1845 George Stephenson copied the gauge of British coal wagons in his area (about 1.42 metres (4 ft 8 in) for his new locomotive, and for technical reasons widened it slightly to achieve the modern railway standard gauge of 1.435 metres (4 ft 8.5 in).[3]

Standard gauge

What became the standard gauge of 4 ft 8+12 in (1,435 mm) was chosen for the first main-line railway, the Liverpool and Manchester Railway (L&MR), by the British engineer George Stephenson; the de facto standard for the colliery railways where Stephenson had worked was 4 ft 8 in (1,422 mm). Whatever the origin of the gauge, it seemed to be a satisfactory choice, not too narrow and not too wide.

Isambard Kingdom Brunel, engineer of the Great Western Railway, chose the broader gauge of 7 ft 0+14 in (2,140 mm) because it offered greater stability and capacity at high speed. The Eastern Counties Railway chose 5 ft  (1,524 mm) gauge, but soon realised that lack of compatibility was a mistake and changed to Stephenson's gauge. The conflict between Brunel and Stephenson is often referred to as the Gauge War. Several non-interconnecting lines in Scotland were 5 ft 6 in (1,676 mm) but were changed to standard gauge for compatibility reasons.

In 1845 a United Kingdom of Great Britain and Ireland Royal Commission recommended adoption of 4 ft 8+12 in (1,435 mm) as standard gauge in Great Britain, 5 ft 3 in (1,600 mm) in Ireland. The following year the Parliament of the United Kingdom passed the Gauge Act, which required that new railways use the standard gauge. Except for the Great Western Railway's broad gauge, few main-line railways in Great Britain used a different gauge. The last Great Western line was converted to standard gauge in 1892.

Broad gauge

Broad gauge refers to any gauge wider than standard gauge or 1,435 mm (4 ft 8+12 in). Russian, Indian, Irish, and Iberian gauges are all broad gauges. Broad gauge railways are also common for cranes in docks for short distances. Broad gauge is used to provide better stability or to prevent the easy transfer of rolling stock from railroads of other countries for political or military reasons. Compare with narrow gauge.

Russian gauge

Russian gauge is 1,520 mm (4 ft 11+56 in) and is the second most widely used gauge in the world.

Engineer Pavel Melnikov hired George Washington Whistler, a prominent American railroad engineer (and father of the artist James McNeill Whistler), to be a consultant on the building of Russia's first major railroad, the Moscow–Saint Petersburg Railway line. The selection of 1,500 mm (4 ft 11+116 in) gauge was recommended by German and Austrian engineers but not adopted: it was not the same as the 1,524 mm (5 ft)  gauge in common use in the southern United States at the time. Russian gauge was defined as 1,524 mm (5 ft)  on September 12, 1842 and standardised to the present 1,520 mm (4 ft 11+56 in) in the late 1960s.

The interconnected and compatible system covers Russia and most of the former Soviet Union, including the Baltic states, Ukraine, Belarus, the Caucasian and Central Asian republics and Mongolia.

Curiosities

Finland, which was a Grand Duchy under Russia in the 19th century, uses 1,524 mm (5 ft)  gauge. Upon gaining independence in 1917 much thought was given to converting to standard gauge, but nothing came of it. Most of Finland's rail-freight trade is still with Russia, and this trade continues because the Russian 1,520 mm (4 ft 11+56 in) gauge is close enough to allow through-running.

This 1067 mm (3'6") Japanese D51 steam locomotive stands outside the Yuzhno-Sakhalinsk Railway Station on Sakhalin Island, Russia.

The unconnected system on Sakhalin Island, in the far east of Russia, has retained the previous Japanese 1,067 mm (3 ft 6 in) gauge, as built. In 2004 a project was presented to convert this system to Russian gauge, in conjunction with a bridge/tunnel connection to the mainland.

Iberian gauge

The main railway networks of Spain and Portugal were constructed to gauges of six Castilian feet (1,672 mm (5 ft 5+56 in)) and five Portuguese feet (1,664 mm (5 ft 5+12 in)). The two gauges were sufficiently close to allow inter-operation of trains, and in recent years they have both been adjusted to a common "Iberian gauge" (ancho ibérico or trocha ibérica in Spanish, bitola ibérica in Portuguese) of 1,668 mm (5 ft 5+23 in). Although it has been said that the main reason for the adoption of this non-standard gauge was to obstruct any French invasion attempts, it was a technical decision to allow for the running of larger, more powerful locomotives in a mountainous country.[7]

Since the beginning of the 1990s new high-speed passenger lines in Spain have been built to standard gauge of 1,435 mm (4 ft 8+12 in), to allow these lines to link to the European high-speed network. Although the 22 km from Tardienta to Huesca (part of a branch from the Madrid to Barcelona high-speed line) has been reconstructed as dual Iberian and standard gauges, in general the interface between the two gauges in Spain is dealt with by gauge-changing installations, which can adjust the gauge of appropriately designed wheelsets on the move.[8][9]

There are plans to convert the whole broad gauge network to standard gauge, but so far the only visible indication is the use of dual-gauge concrete sleepers with two positions of bolt holes on stretches of relaid broad-gauge track.

Indian gauge

Bangladesh, India, Pakistan and Sri Lanka inherited a diversity of rail gauges, of which 1,676 mm (5 ft 6 in) was predominant. Indian Railways has adopted Project Unigauge, which seeks to systematically convert most of its narrower gauge railways to 1,676 mm.

Comparison of standard gauge with various gauges common in India.


Irish gauge

The gauge of main-line railways in Ireland is 5 ft 3 in (1,600 mm), found also in the Australian states of Victoria, southern New South Wales (as part of the Victorian rail network) and South Australia (where it was introduced by the Irish railway engineer F. W. Sheilds), and Brazil.

The first three railways all had different gauges: the Dublin and Kingstown Railway, 4 ft 8 in (1,422 mm); the Ulster Railway, 6 ft 2 in (1,880 mm); and the Dublin and Drogheda Railway, 5 ft 2 in (1,575 mm). The Board of Trade, recognising the chaos that would ensue, investigated the matter, and in 1843 recommended the use of 5 ft 3 in (1,600 mm).

This was given legal status by the Railway Regulation (Gauge) Act of 1846[10] which specified 4 feet 8½ inches (1,435 mm) for Great Britain and 5 feet 3 inches (1,600 mm) for Ireland.

Australian gauge

In the 19th century Australia's three mainland states adopted standard gauge, but due to political differences a break of gauge 30 years in the future was created. After instigating a change to 1,600 mm (5 ft 3 in) agreed to by all, New South Wales reverted to standard gauge while Victoria and South Australia stayed with broad gauge. Three different gauges are currently in wide use in Australia, and there is little prospect of full standardisation, though the main interstate routes are now standard gauge.

Italian gauge

Italy defined its gauges from the centres of each rail [11] , rather than the inside edges of the rails, giving some unusual measurements (for example, 950 mm instead of 1000 mm). According to the law of 28 July 1879, the only legal gauges in Italy were 1500, 1000 and 750 mm measured to the middle of the rail, corresponding to 1445, 950, and 700 mm inside the rail.

Narrow gauge

In many areas narrow gauge was chosen. Narrow gauge railways generally cannot handle as much tonnage as standard gauge (although there are significant exceptions), but they are generally less costly to construct, particularly in mountainous regions because the turning radius of curves can be less. The loading gauge is also smaller. Many narrow gauge railways were built in the Rocky Mountains of the United States and Canada for these reasons, although most have since been abandoned or converted to standard gauge. Industrial railways are often narrow gauge, and sugar cane and banana plantations are often served by narrow gauges such as 2 ft  (610 mm), as there is little through traffic to other systems.

The most widely used narrow gauges are

  • 1,067 mm (3 ft 6 in) Cape gauge (e.g. Southern and Central Africa, Indonesia, Japan, Taiwan, Philippines, parts of Australia, New Zealand)
  • 1,000 mm (3 ft 3+38 in) metre gauge (e.g. SE Asia, 17,000 km in India, but gauge conversion with Project Unigauge, East Africa, South America)

There are also minimum gauge railways.

Break of gauge

When a railway line of one gauge meets a line of another gauge there is a break of gauge. A break of gauge adds cost and inconvenience to traffic that passes from one system to another.

An example of this is on the Transmongolian Railway, where Russia and Mongolia use broad gauge while China uses standard gauge. At the border, each carriage has to be lifted in turn to have its bogies changed. The whole operation, combined with passport and customs control, can take several hours.

Other examples include crossings into or out of the former Soviet Union: Ukraine/Slovakia border on the Bratislava-L'viv train, and from the Romania/Moldova border on the Chisinau-Bucharest train.[12]

This can be avoided however by implementing a system similar to that once used in Australia, where some lines between states using different gauges were converted to dual gauge with three rails, one set of two forming a standard gauge line, with the third rail either inside or outside the standard set forming rails at either narrow or broad gauge. As a result, trains built to either gauge can use the line.

Dual gauge

Dual gauge allows trains of different gauges to share the same track. This can save considerable expense compared to using separate tracks for each gauge, but introduces complexities in track maintenance and signalling, as well as requiring speed restrictions for some trains. If the difference between the two gauges is large enough, for example between 4 ft 8 in (1,422 mm) and 3 ft 6 in (1,067 mm), three-rail dual-gauge is possible, but if the difference is not large enough, for example between 3 ft 6 in (1,067 mm) and 1,000 mm (3 ft 3+38 in), four-rail dual-gauge is used. Dual-gauge rail lines are used in the railway networks of Switzerland, Australia, Argentina, Brazil, North Korea, Tunisia and Vietnam.

Africa

Dual gauge Africa 3 rail impossible.svg
Dual gauge Africa 4 rail 2 gauge.svg
Dual gauge Africa 4 rail 3 gauge.svg
1,000 mm (3 ft 3+38 in) and 3 ft 6 in (1,067 mm) gauges are too close to allow three-rail dual gauge. 1,000 mm (3 ft 3+38 in) and 3 ft 6 in (1,067 mm) gauges can be used together, with four-rail dual gauge - note the third (useless) 1267 mm gauge. 1,000 mm (3 ft 3+38 in) and 3 ft 6 in (1,067 mm) gauges can be used together with four-rail dual gauge, with bonus 1435 mm standard gauge.

Africa is particularly affected by gauge problems, where railways of different gauges in adjacent countries meet.

Gauge rationalisation in Africa is facilitated since four-rail dual gauge of 1,000 mm (3 ft 3+38 in) and 3 ft 6 in (1,067 mm) contains a hidden gauge, which can be made to be standard gauge 1,435 mm (4 ft 8+12 in). The four-rail system reuses and doubles the effective strength of the old light rails, which might otherwise have only a low value reuse as fenceposts.

Variable gauge axles

Variable gauge axles (VGA), developed by the Talgo company and Construcciones y Auxiliar de Ferrocarriles (CAF) of Spain, amongst others, enable trains to change gauge with only a few minutes spent in the gauge conversion process. The same system is also used between China and Central Asia, and Poland and Ukraine (SUW 2000 and INTERGAUGE variable axles system).[13] China and Poland are standard gauge, while Central Asia and Russia are 1520 mm gauge.

Designed for Conversion

Equipment can be designed for easy conversion, such as the Garratt locomotives on the Kenya and Uganda Railway designed for conversion from 1,000 mm (3 ft 3+38 in) to 1,067 mm (3 ft 6 in).[14] Several classes of steam locomotives of the Victorian Railways were designed for easy conversion from 1,600 mm (5 ft 3 in) to 1,435 mm (4 ft 8+12 in). Only one, R766, a preserved historic locomotive, has actually been converted.

Future

Further standardization of rail gauges seems likely, as individual countries seek to build inter-operable national networks, and international organizations seek to build macro-regional and continental networks. National projects include the Australian and Indian efforts mentioned above to create a uniform gauge in their national networks. The European Union has set out to develop inter-operable freight and passenger rail networks across the EU area, and is seeking to standardize track gauge, signalling and electrical power systems. EU funds have been dedicated to convert key railway lines in the Baltic states of Lithuania, Latvia, and Estonia from 1520 mm gauge to standard gauge, and to assist Spain and Portugal in the construction of high-speed rail lines to connect Iberian cities to one another and to the French high-speed lines. The EU has developed plans for improved freight rail links between Spain, Portugal, and the rest of Europe.

High speed

Except in Russia and neighbouring states, all high-speed rail systems use standard gauge, even in countries like Japan, Taiwan, Spain and Portugal where most of the existing rail lines use a different gauge. Once standard gauge high-speed networks exist, they may provide the impetus for gauge conversion of existing passenger lines to allow for interoperability. All high speed lines have adopted 25 kV 50 Hz AC overhead line as the standard electrification system except in Germany, Sweden, Norway and Switzerland (15 kV AC), the first high speed lines in Italy (3000 V DC), the Tōkaidō, Sanyō and Kyūshū Shinkansen lines in Japan (25 kV 60 Hz) and the United States, which uses 25 kV 60 Hz in new construction and has older 12 kV segments.

Mining

Heavy duty mining railways which have little interconnection with other lines, such as in the Pilbara region of Western Australia, also tend to choose standard gauge to allow them to use off-the-shelf equipment, especially heavy-duty rolling stock.

New lines

The United Nations Economic and Social Commission for Asia and the Pacific (UNESCAP) is planning a Trans-Asian Railway that will link Europe and the Pacific, with a Northern Corridor from Europe to the Korean Peninsula, a Southern Corridor from Europe to Southeast Asia, and a North-South corridor from Northern Europe to the Persian Gulf. All the proposed corridors would encounter one or more breaks of gauge as they cross Asia. Current plans have mechanized facilities at the breaks of gauge to move shipping containers from train to train rather than widespread gauge conversion.

  • Rail lines for iron ore to Oakajee port in Western Australia are proposed to form a combined dual gauge network.
  • Rail lines for iron ore to Kribi in Cameroon are likely to be 1435 mm with a likely connection to the same port from the 1000 mm gauge Cameroon system.

Kenya-Uganda-Sudan proposal

A proposal was aired in October 2004 [15] [16] [17] [18] to build a high-speed electrified line to connect Kenya with southern Sudan. Kenya and Uganda use 1,000 mm (3 ft 3+38 in) gauge, while Sudan uses 3 ft 6 in (1,067 mm) gauge. By choosing standard gauge for the project, the gauge incompatibility is overcome. A bonus is that Egypt, further north, uses standard gauge. Since the existing narrow gauge track is quite likely of a "pioneer" standard, with sharp curves and low-capacity light rails, substantial reconstruction of the existing lines are needed, so gauge unification would be reasonable.

Congo-Rwanda-Tanzania

Developments in 2007 may see several lines of 1000 mm and 1067 mm gauges meet in Rwanda

Latin America

See also

References

  1. ^ "Horse's Pass". http://www.snopes.com/history/american/gauge.asp. Retrieved 2009-10-17.  
  2. ^ "Was standard railroad gauge (4'8½") determined by Roman chariot ruts?". http://www.straightdope.com/columns/read/2538/was-standard-railroad-gauge-48-determined-by-roman-chariot-ruts. Retrieved 2009-10-17.  
  3. ^ a b Lay, M. G. (1999). Ways of the World: A History of the World's Roads and of the Vehicles That Used Them. Rutgers University Press. pp. 34–37. ISBN 0813526914.  
  4. ^ Hughes, Karel J. (1999). "Persistent Features from a Palaeo-Landscape: The Ancient Tracks of the Maltese Islands". The Geographical Journal (The Royal Geographical Society) 165 (1): 62–78. http://findarticles.com/p/articles/mi_go2454/is_1_165/ai_n28731519/. Retrieved 2009-10-26.  
  5. ^ Forbes, Robert James (1993). Studies in ancient technology, Volume 5. Brill Archive. ISBN 9004006222.  
  6. ^ Lewis, M. J. T. (2001), "Railways in the Greek and Roman world", in Guy, A.; Rees, J. (PDF), Early Railways. A Selection of Papers from the First International Early Railways Conference, pp. 8–19 (10–15), http://www.sciencenews.gr/docs/diolkos.pdf  
  7. ^ Ancho de via
  8. ^ Talgo Date=2008-09-04
  9. ^ CAF
  10. ^ Railway Regulation (Gauge) Act 1846 (PDF)
  11. ^ Parovoz
  12. ^ "Beyond Thunderdome: Iron Curtain 2k6". http://lukashenko.blogspot.com/2007/02/break-of-gauge.html. Retrieved 2007-10-10.  
  13. ^ Experience and results of operation the SUW 2000 system in traffic corridors
  14. ^ http://www.garrattmaker.com/history.html
  15. ^ Nepad < Nepad News >
  16. ^ SudanTribune article : After 21 years of civil war, railway to link Sudan and Kenya
  17. ^ People's Daily Online - Roundup: Kenya, southern Sudan to enhance ties
  18. ^ http://sd2.mofcom.gov.cn/aarticle/chinanews/200501/20050100014390.html
  19. ^ RailPage

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