The Union Pacific Big Boy is a type of simple articulated 4-8-8-4 steam locomotive manufactured by the American Locomotive Company (ALCO) between 1941 and 1944 and operated by the Union Pacific Railroad in revenue service until 1962.
The 25 Big Boy locomotives were built to haul freight over the Wasatch Range between Ogden, Utah, and Green River, Wyoming. In the late 1940s, they were reassigned to Cheyenne, Wyoming, where they hauled freight over Sherman Hill to Laramie, Wyoming. They were the only locomotives to use a 4-8-8-4 wheel arrangement: four-wheel leading truck for stability entering curves, two sets of eight driving wheels and a four-wheel trailing truck to support the large firebox.
Today, eight Big Boys survive, with most on static display at museums across the United States. One of them, No. 4014, was re-acquired by Union Pacific, and between 2014 and 2019 was rebuilt to operating condition for the 150th anniversary of the first transcontinental railroad. It thus regained the title as the largest and most powerful operating steam locomotive in the world.
History
Design
In 1936, Union Pacific introduced the Challenger-type (4-6-6-4) locomotives on its main line over the Wasatch Range between Green River and Ogden. For most of the route, the maximum grade is 0.82% in either direction, but the climb eastward from Ogden, into the Wasatch Range, reached 1.14%. Hauling a freight train demanded double heading and helper operations, which slowed service. So Union Pacific decided to design a new locomotive that could handle the run by itself: faster and more powerful than the compound 2-8-8-0s that UP tried after World War I, able to pull long trains at a sustained speed of once past mountain grades.
A Union Pacific design team led by Otto Jabelmann, the head of the Research and Mechanical Standards section of the Union Pacific's Mechanical Department, worked with ALCO (the American Locomotive Company) to re-examine their Challenger locomotives. The team found that the railroad's goals could be achieved by enlarging the Challenger firebox to about (about ), increasing boiler pressure to , adding four driving wheels, and reducing the size of the driving wheels from . The new locomotive was carefully designed not to exceed an axle loading of , and achieved the maximum possible starting tractive effort with a factor of adhesion of 4.0. It was designed to travel smoothly and safely at .
To achieve these new engineering goals, the Challenger locomotive was "comprehensively redesigned from first principles", wrote locomotive historian Tom Morrison. The overall design simplified some aspects of previous locomotive designs and added complexity elsewhere. Compounding, booster, and feed water heaters were eliminated, as were Baker valve gear and limited cut-off. But the "proliferation of valves and gauges on the backhead showed that running a Big Boy was an altogether more complicated and demanding task for the crew than running previous existing locomotives", Morrison wrote.
The 4-8-8-4 class series, originally rumored to be called the "Wasatch", after the Wasatch Mountains, acquired its nickname after an unknown ALCO worker scrawled "Big Boy" in chalk on the front of No. 4000's smokebox door, then under construction as the first of its class.
The Big Boys were articulated, like the Mallet locomotive design, although lacking the compounding of the Mallet. They were built with a wide margin of reliability and safety, and normally operated well below in freight service. Peak drawbar horsepower was reached at about . The maximum drawbar pull measured during 1943 tests was while starting a train.
The Big Boy has the longest engine body of any reciprocating steam locomotive, longer than two 40-foot buses. They were also the heaviest reciprocating steam locomotives ever built; the combined weight of the engine and tender outweighed a Boeing 747. There was some speculation that the first series of Chesapeake and Ohio 2-6-6-6 H-8 “Allegheny” locomotives, built by the Lima Locomotive Works in 1941, may have weighed as much as , exceeding the Big Boys, but subsequent re-weighs of early-production H-8s, under close scrutiny by the builder and the railroad, found them to be about half a ton less than .