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In rail transport, track gauge is the distance between the two rails of a railway track. All vehicles on a rail network must have wheelsets that are compatible with the track gauge. Since many different track gauges exist worldwide, gauge differences often present a barrier to wider operation on railway networks.
The term derives from the metal bar, or gauge, that is used to ensure the distance between the rails is correct.
Railways also deploy two other gauges to ensure compliance with a required standard. A loading gauge is a two-dimensional profile that encompasses a cross-section of the track, a rail vehicle and a maximum-sized load: all rail vehicles and their loads must be contained in the corresponding envelope. A structure gauge specifies the outline into which structures (bridges, platforms, lineside equipment etc.) must not encroach.
Uses of the term
The most common use of the term "track gauge" refers to the transverse distance between the inside surfaces of the two load-bearing rails of a railway track, usually measured at 12.7 millimetres (0.50 inches) to 15.9 millimetres (0.63 inches) below the top of the rail head in order to clear worn corners and allow for rail heads having sloping sides.[1] The term derives from the "gauge", a metal bar with a precisely positioned lug at each end that track crews use to ensure the actual distance between the rails lies within tolerances of a prescribed standard: on curves, for example, the spacing is wider than normal.[2] Deriving from the name of the bar, the distance between these rails is also referred to as the track gauge.[3]
Choice of gauge
Early track gauges
The earliest form of railway was a wooden wagonway, along which single wagons were manhandled, almost always in or from a mine or quarry. Initially the wagons were guided by human muscle power; subsequently by various mechanical methods. Timber rails wore rapidly: later, flat cast-iron plates were provided to limit the wear. In some localities, the plates were made L-shaped, with the vertical part of the L guiding the wheels; this is generally referred to as a "plateway". Flanged wheels eventually became universal, and the spacing between the rails had to be compatible with that of the wagon wheels.[4]
As the guidance of the wagons was improved, short strings of wagons could be connected and pulled by teams of horses, and the track could be extended from the immediate vicinity of the mine or quarry, typically to a navigable waterway. The wagons were built to a consistent pattern and the track would be made to suit the needs of the horses and wagons: the gauge was more critical. The Penydarren Tramroad of 1802 in South Wales, a plateway, spaced these at 4 ft 4 in (1,321 mm) over the outside of the upstands.[5]
The Penydarren Tramroad probably carried the first journey by a locomotive, in 1804, and it was successful for the locomotive, but unsuccessful for the track: the plates were not strong enough to carry its weight. A considerable progressive step was made when cast iron edge rails were first employed; these had the major axis of the rail section configured vertically, giving a much stronger section to resist bending forces, and this was further improved when fish-belly rails were introduced.[6]
Edge rails required a close match between rail spacing and the configuration of the wheelsets, and the importance of the gauge was reinforced. Railways were still seen as local concerns: there was no appreciation of a future connection to other lines, and the choice of track gauge was still a pragmatic decision based on local requirements and prejudices, and probably determined by existing local designs of (road) vehicles.
Thus, the Monkland and Kirkintilloch Railway (1826) in the West of Scotland used 4 ft 6 in (1,372 mm);[7] the Dundee and Newtyle Railway (1831) in the north-east of Scotland adopted 4 ft 6+1⁄2 in (1,384 mm);[8] the Redruth and Chasewater Railway (1825) in Cornwall chose 4 ft (1,219 mm).[9]
The Arbroath and Forfar Railway opened in 1838 with a gauge of 5 ft 6 in (1,676 mm),[10] and the Ulster Railway of 1839 used 6 ft 2 in (1,880 mm).[10]
"Standard" gauge appears
Locomotives were being developed in the first decades of the 19th century; they took various forms, but George Stephenson developed a successful locomotive on the Killingworth Wagonway, where he worked. His designs were successful, and when the Stockton and Darlington Railway was opened in 1825, it used his locomotives, with the same gauge as the Killingworth line, 4 ft 8 in (1,422 mm).[11][12]
The Stockton and Darlington line was very successful, and when the Liverpool and Manchester Railway, the first intercity line, was opened in 1830, it used the same gauge. It too was very successful, and the gauge, widened to 4 ft 8+1⁄2 in or 1,435 mm[11] and named "standard gauge", was well on its way to becoming the established norm.
Gauge differences
The Liverpool and Manchester was quickly followed by other trunk railways, with the Grand Junction Railway and the London and Birmingham Railway forming a huge preponderance of standard gauge. When Bristol promoters planned a line from London, they employed the innovative engineer Isambard Kingdom Brunel. He decided on a wider gauge, to give greater stability, and the Great Western Railway adopted a gauge of 7 ft (2,134 mm), later eased to 7 ft 1⁄4 in (2,140 mm). This became known as broad gauge. The Great Western Railway (GWR) was successful and was greatly expanded, directly and through friendly associated companies, widening the scope of broad gauge.
At the same time, other parts of Britain built railways to standard gauge, and British technology was exported to European countries and parts of North America, also using standard gauge. Britain polarised into two areas: those that used broad gauge and those that used standard gauge. In this context, standard gauge was referred to as "narrow gauge" to indicate the contrast. Some smaller concerns selected other non-standard gauges: the Eastern Counties Railway adopted 5 ft (1,524 mm). Most of them converted to standard gauge at an early date, but the GWR's broad gauge continued to grow.
The larger railway companies wished to expand geographically, and large areas were considered to be under their control. When a new independent line was proposed to open up an unconnected area, the gauge was crucial in determining the allegiance that the line would adopt: if it was broad gauge, it must be friendly to the Great Western railway; if narrow (standard) gauge, it must favour the other companies. The battle to persuade or coerce that choice became very intense, and became referred to as "the gauge wars".
As passenger and freight transport between the two areas became increasingly important, the difficulty of moving from one gauge to the other—the break of gauge—became more prominent and more objectionable. In 1845 a Royal Commission on Railway Gauges was created to look into the growing problem, and this led to the Regulating the Gauge of Railways Act 1846,[13] which forbade the construction of broad gauge lines unconnected with the broad gauge network. The broad gauge network was eventually converted—a progressive process completed in 1892, called gauge conversion. The same Act mandated the gauge of 5 ft 3 in (1,600 mm) for use in Ireland.
Gauge selection in other countries
- 3 ft gauge (914 mm)
- Meter gauge (1,000 mm)
- Cape gauge (1,067 mm)
- Standard gauge (1,435 mm)
- Russian gauge (1,520 mm)
- Five foot gauge (1,524 mm)
- Irish gauge (1,600 mm)
- Iberian gauge (1,668 mm)
- Indian gauge (1,676 mm)
As railways were built in other countries, the gauge selection was pragmatic: the track would have to fit the rolling stock. If locomotives were imported from elsewhere, especially in the early days, the track would be built to fit them. In some cases standard gauge was adopted, but many countries or companies chose a different gauge as their national gauge, either by governmental policy, or as a matter of individual choice.[14]
Terminology
Standard gauge is generally known world-wide as being 1,435 mm (4 ft 8+1⁄2 in). Terms such as broad gauge and narrow gauge do not have any fixed meaning beyond being materially wider or narrower than standard.
In British practice, the space between the rails of a track is colloquially referred to as the "four-foot", and the space between two tracks the "six-foot", descriptions relating to the respective dimensions.
Standard gauge
In modern usage the term "standard gauge" refers to 1,435 mm (4 ft 8+1⁄2 in). Standard gauge is dominant in a majority of countries, including those in North America, most of western Europe, North Africa, the Middle East, and China.
Broad gauge
In modern usage, the term "broad gauge" generally refers to track spaced significantly wider than 1,435 mm (4 ft 8+1⁄2 in).
Broad gauge is the dominant gauge in countries in Indian subcontinent, the former Soviet Union (CIS states, Baltic states, Georgia and Ukraine), Mongolia, Finland (which still uses the original Soviet Gauge of 1524mm), Spain, Portugal, Argentina, Chile and Ireland. It is also used for the suburban railway systems in South Australia, and Victoria, Australia.
Medium gauge
The term "medium gauge" had different meanings throughout history, depending on the local dominant gauge in use.
In 1840s, the 1,600 mm (5 ft 3 in) Irish gauge was considered a medium gauge compared to Brunel's 7 ft 1⁄4 in (2,140 mm) broad gauge and the 1,435 mm (4 ft 8+1⁄2 in) narrow gauge, which became the modern standard gauge.[15]
Narrow gauge
In modern usage, the term "narrow gauge" generally refers to track spaced significantly narrower than 1,435 mm (4 ft 8+1⁄2 in).
Narrow gauge is the dominant or second dominant gauge in countries of Southern, Central Africa, East Africa, Southeast Asia, Japan, Taiwan, Philippines, Central America and South America,
During the period known as "the Battle of the gauges", Stephenson's standard gauge was commonly known as "narrow gauge", while Brunel's railway's 7 ft 1⁄4 in (2,140 mm) gauge was termed "broad gauge". Many narrow gauge railways were built in mountainous regions such as Wales, the Rocky Mountains of North America, Central Europe and South America. Industrial railways and mine railways across the world are often narrow gauge. Sugar cane and banana plantations are mostly served by narrow gauges.
Minimum gauge
Very narrow gauges of under 2 feet (610 mm) were used for some industrial railways in space-restricted environments such as mines or farms. The French company Decauville developed 500 mm (19+3⁄4 in) and 400 mm (15+3⁄4 in) tracks, mainly for mines; Heywood developed 15 in (381 mm) gauge for estate railways. The most common minimum gauges were 15 in (381 mm),[16] 400 mm (15+3⁄4 in), 16 in (406 mm), 18 in (457 mm), 500 mm (19+3⁄4 in) or 20 in (508 mm).
Break of gauge
Through operation between railway networks with different gauges was originally impossible; goods had to be transshipped and passengers had to change trains. This was obviously a major obstacle to convenient transport, and in Great Britain, led to political intervention.
On narrow gauge lines, rollbocks or transporter wagons are used: standard gauge wagons are carried on narrow gauge lines on these special vehicles, generally with rails of the wider gauge to enable those vehicles to roll on and off at transfer points.
On the Transmongolian Railway, Russia and Mongolia use 1,520 mm (4 ft 11+27⁄32 in) while China uses the standard gauge of 1,435 mm. At the border, each carriage is lifted and its bogies are changed. The operation can take several hours for a whole train of many carriages.
Other examples include crossings into or out of the former Soviet Union: Ukraine/Slovakia border on the Bratislava–Lviv train, and the Romania/Moldova border on the Chișinău–Bucharest train.[17]
A system developed by Talgo and Construcciones y Auxiliar de Ferrocarriles (CAF) of Spain uses variable gauge wheelsets; at the border between France and Spain, through passenger trains are drawn slowly through an apparatus that alters the gauge of the wheels, which slide laterally on the axles.[18]
A similar system is used between China and Central Asia, and between Poland and Ukraine, using the SUW 2000 and INTERGAUGE variable axle systems.[19] China and Poland use standard gauge, while Central Asia and Ukraine use 1,520 mm (4 ft 11+27⁄32 in).
Dual gauge
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When individual railway companies have chosen different gauges and have needed to share a route where space on the ground is limited, mixed gauge (or dual gauge) track, in which three (sometimes four) rails are supported in the same track structure, can be necessary. The most frequent need for such track was at the approaches to city terminals or at break-of-gauge stations.
Tracks of multiple gauges involve considerable costs in construction (including signalling work) and complexities in track maintenance, and may require some speed restrictions. They are therefore built only when absolutely necessary. If the difference between the two gauges is large enough – for example between 1,435 mm (4 ft 8+1⁄2 in) standard gauge and 3 ft 6 in (1,067 mm) – three-rail dual-gauge is possible, but if not – for example between 3 ft 6 in (1,067 mm) and 1,000 mm (3 ft 3+3⁄8 in) metre gauge – four rails must be used. Dual-gauge rail lines occur (or have occurred) in Argentina, Australia, Brazil, Japan, North Korea, Spain, Switzerland, Tunisia and Vietnam.
On the GWR, there was an extended period between political intervention in 1846 that prevented major expansion of its 7 ft 1⁄4 in (2,140 mm) broad gauge[note 1] and the final gauge conversion to standard gauge in 1892. During this period, many locations practicality required mixed gauge operation, and in station areas the track configuration was extremely complex. This was compounded by the common rail having to be at the platform side in stations; therefore, in many cases, standard-gauge trains needed to be switched from one side of the track to the other at the approach. A special fixed point arrangement was devised for the purpose, where the track layout was simple enough.[note 2]
In some cases, mixed gauge trains were operated with wagons of both gauges. For example, MacDermot[20] wrote:
In November 1871 a novelty in the shape of a mixed-gauge goods train was introduced between Truro and Penzance. It was worked by a narrow-gauge engine, and behind the narrow-gauge trucks came a broad-gauge match-truck with wide buffers and sliding shackles, followed by the broad-gauge trucks. Such trains continued to run in West Cornwall until the abolition of the Broad Gauge; they had to stop or come down to walking pace at all stations where fixed points existed and the narrow portion side-stepped to right or left.
Triple gauge
In rare situations, three different gauges may converge on to a rail yard and triple-gauge track is needed to meet the operational needs of the break-of-gauge station – most commonly where there is insufficient space to do otherwise. Construction and operation of triple-gauge track and its signalling, however, involves immense cost and disruption, and is undertaken when no other alternative is available.[21]
Nominal track gauge
The nominal track gauge is the distance between the inner faces of the rails. In current practice, it is specified at a certain distance below the rail head as the inner faces of the rail head (the gauge faces) are not necessarily vertical. Some amount of tolerance is necessarily allowed from the nominal gauge to allow for wear, etc.; this tolerance is typically greater for track limited to slower speeds, and tighter for track where higher speeds are expected (as an example, in the US the gauge is allowed to vary between 4 ft 8 in (1,420 mm) to 4 ft 10 in (1,470 mm) for track limited to 10 mph (16 km/h), while 70 mph (110 km/h) track is allowed only 4 ft 8 in (1,420 mm) to 4 ft 9+1⁄2 in (1,460 mm). Given the allowed tolerance, it is a common practice to widen the gauge slightly in curves, particularly those of shorter radius (which are inherently slower speed curves).
Rolling stock on the network must have running gear (wheelsets) that are compatible with the gauge, and therefore the gauge is a key parameter in determining interoperability, but there are many others – see below. In some cases in the earliest days of railways, the railway company saw itself as an infrastructure provider only, and independent hauliers provided wagons suited to the gauge. Colloquially the wagons might be referred to as "four-foot gauge wagons", say, if the track had a gauge of four feet. This nominal value does not equate to the flange spacing, as some freedom is allowed for.
An infrastructure manager might specify new or replacement track components at a slight variation from the nominal gauge for pragmatic reasons.
Units
The gauge is defined in imperial units, metric units or SI units.
Imperial units were established in the United Kingdom by the Weights and Measures Act 1824. The United States customary units for length did not agree with the imperial system until 1959, when one international yard was defined as 0.9144 meters and, as derived units, 1 foot (=1⁄3 yd) as 0.3048 meter and 1 inch (=1⁄36 yd) as 25.4 mm.
The list shows the imperial and other units that have been used for track gauge definitions:
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