Why learn the old system?

Here we are:
After lunch, and cigarettes all around except for me, the class was getting quite relaxed. The bright sun was streaming in through the thick blue haze.

I was the oldest at 19: the only non-smoker, the only off-division trainee, the only one taking notes too studiously, and the only trainee without a functioning thyroid gland. (The railway doctor, Dr.Spacek, caught it right away when I went in for my company physical: "You are OK to work ... but come back again later..." )

Otherwise, I was just one of the guys.

The CPR had actually produced a filmstrip to show trainees how to properly provide red flag protection for a disabled train if absolutely everything went wrong, the electric signals failed, and we were back to a "manual back-up system".

In the filmstrip, some Jam Handy brakeman was there on a beautiful summer day in eastern Canada. He, his cute red flag and shiny flagging kit, his 8500-class locomotive, a few empties and a van, were out for a summer picnic somewhere near Montreal. The realism of historical Schreiber railroading was missing from the filmstrip:

Ahhh, summer ... warm, sunny and relaxing like this room ...




"Look, you guys! 

It's three years from now - you're working as conductors - the CTC goes down - and this is YOU! 

YOU have to know this stuff!!"



Without really noticing, we had wandered off onto written train orders and "The Rights of Trains".

Whole books were written about "The Rights of Trains" in the early 1900s.

If you are backing up your automobile and you are struck by another auto driving down the road, it's your fault. Why? Who made up that rule? My best guess is that years of legal case law gradually established "the right of way" for ships hundreds of years ago and the same legal principles and traditions were subsequently applied to autos.

If it moves and there's a problem, someone must be at fault.

Besides: "Safety is of the first importance in the discharge of duty " - the very first statement in the rulebook.


UCOR 1962

The rulebook, the timetable, and train orders. Historically, a perfect operating and legal system set up over decades by clever lawyers and experienced operating people who could get their heads around "the big picture" - one big perfect system.

These three constitute the science and the art of organizing humans, to conduct impossibly heavy vehicles, over a pony trail made of wood and steel, in all weather conditions, with a high level of predictability and success.

The predictability was high enough that people would invest in your company and entrust their valuable goods to you.
Wealthy captains of industry would entrust the transportation of their loved ones to you.

Your company could generally make a profit if this confidence was maintained.




In 1977, on our student trips, we sailed happily between railway "traffic lights" which were usually green.
If we were stopped too long at the light we would radio the dispatcher, or get out in the cold and unlock the trackside telephone for instructions on what to do next. In addition to acting as the dispatcher's remote control traffic lights, the signals were also wired to failsafe track circuits which kept us from approaching other trains too closely. When everything was this easy and obvious, you'd wonder why we needed a rulebook.

... because complex systems require backup plans. And the "old system" was tried and proven.


One day, that little red rulebook might be all that stood between us and Planet Railway of the Apes.



Around 1900 there were no failsafe "traffic lights".
There were no power lines through the wilderness along Lake Superior.

How could they have operated efficiently without radios, telephones, electric power and flashlights?

A simple system used the following key materials:
Let's take a look at a typical locomotive of the time:

CP 548

CPR locomotive 548 is sitting on a turntable just outside a small roundhouse. Let's pretend it is at White River or Schreiber (because I don't know where my little snapshot was actually taken) and that similar locomotives will be pulling our trains in 1900. The large headlight burns kerosene or perhaps acetylene gas. There is no steam-powered turbogenerator to make electricity on this locomotive. The white bars at the front and rear of the turntable "bridge" are pushed by labourers to turn the locomotive to the appropriate track for servicing in the roundhouse or to the ready track to await duty. So there is no electricity even for a turntable motor.

Here's the type of country we'll be running through. This is Jackfish curve as it was being transformed from a wood trestle
into a rock and earth fill. It will be decades before all the points along the track have power lines. It can be very dark here during the long winter nights.

Jackfish curve

So we are starting with a railway line from White River to Schreiber. To make efficient use of 118 miles of track, we must find places where a train meeting another train can get around it by using a passing track or "siding". The sidings will also allow fast important trains to overtake less important slow and heavy trains. By 1886, the CPR had the most appropriate modern practices and technologies in place.

However, let's explore the issues as they presented themselves to railways during the previous 40 years.

We are looking for safety and reliability.


THE PLAN
  • We will build sidings between White River and Schreiber so we can run trains in both directions at once on this part of the line.
  • In fact, we will build many sidings including one at mile 74 and name it Coldwell.
  • We will publish a timetable at the head office in Montreal which gives each daily train a number and a schedule. 
  • The timetable will be "THE LAW" that all trains must follow.
  • Give timetables to all the operating offices on the line, and to all employees (who must carry them while on duty).
  • Trains going east are even numbered and will stay on the main track to meet other trains.
  • Trains going west are odd numbered and will go into the siding to wait for the "superior" eastbound trains.
  • So, all eastbound trains (e.g. heavy grain trains) are superior to westbound trains (e.g. trains of empty grain cars).
  • (Note: the number on Locomotive 548 is only an equipment number - not a "train number".)
  • Our timetable will tell all trains where, when, and how they are to deal with the other trains they will come across as they travel over the 118 mile subdivision. 
THE PROBLEM
  • Let's say there is a bad snowstorm east of Sudbury.
  • Let's say eastbound train 102 is a heavy (for the time) train of 30 boxcars of Manitoba wheat.  
  • "THE LAW" of the timetable says it must meet westbound 101 from Montreal every day at Coldwell at 09hr ...
  • But 101 is 11 hours late because of the storm!
  • The crew of 102 play cards while they wait on the main track for 11 hours - because 101 is late and they must meet it every day at Coldwell because that's what the timetable says.
  • 102's locomotive runs out of fuel and water by the time 101 finally shows up.

How can we change the timetable when bad things happen to good trains?

  • Um, we could add "dispatcher" offices at 500 mile intervals.
  • These "rail traffic controllers" could use decades old, and now reliable, telegraph technology to send special instructions to trains when there are problems. We'll need people who know Morse code.
  • We will assign one dispatcher just to keep things running smoothly between White River and Schreiber.
  • We could write rules and put them in a rulebook, prescribing the precise and economical English phrases to be used by the dispatcher so the instructions will be clear and so they won't waste telegraph time (i.e. bandwidth).
  • We will need to put telegraph "operators" along the line at places like Coldwell, at larger towns, and important operating locations (e.g. big hills, junctions with other railways) to deliver these written "train orders".
  • As the trains go by, the operators can also signal the dispatcher (they can "OS" him) to say that a specific train just passed by.
  • With the "real-time" OS information for each train as it passes each operator's station, the dispatcher can make the traffic flow even more efficiently - just like radar and radios for air traffic controllers! ... uh, when they eventually invent all that stuff.

Hold it! There's no electricity for telegraphs, except in big cities like Fort William!

Hey look below!
An early ancestor of the car battery!

Plates of lead and lead oxide sit in sulphuric acid inside a glass container. It produces electricity. In big cities they use large cabinets of these cells to provide backup power for telegraph systems when the electric generator fails. Below, in an illustration from a book from 1912, three cells are connected to form a battery. By connecting more, we can make as much power as we need at a given location.

Lead and sulphuric acid battery

But in the cities, they RECHARGE them when the local power comes back on. How's THAT going to help us at Coldwell which is miles and miles from electricity?

We're paying that telegraph operator we hired a few minutes ago. Why doesn't HE maintain the battery at Coldwell? He can get freshly charged lead plates and acid by train. He can send the depleted lead plates back by train for recharging!


Think of power door locks on cars:
Telegraphs work the same way. They are designed to "clack" instead of "thunk". However, when the button (the telegraph key) is released and the electromagnet de-energizes, a spring moves the steel noisemaker BACK to its starting position . Groups of long and short periods between key pressing and releasing are interpreted as letters in the brain of an experienced telegraph operator.

telegraph key
A telegraph key in action. It is connected by wires to a battery and to a ...

telegraph sounder
Telegraph sounder.
The horizontal arm in the centre of the diagram moves around the pivot point at T.
  1. When the telegraph key is depressed, the electromagnet at M is energized and attracts the metal plate at F and causes the metal arm at L to swing down toward N: "clack"
  2. When the telegraph key is released, the electromagnet de-energizes and the spring at J brings the arm back, and the metal arm makes a " click" as L returns to its original position.
  3. The operator has just recognized a single dot or a single dash "sound".
  4. It takes between one and five "sounds" to make a single letter.
Many different communication circuits can be set up by the dispatcher and the operators using simple switchboards - metal plugs go into holes to complete individual or "party line" circuits. Just like the car driver locking all the doors at once, the dispatcher could send one message to ALL the operators between White River and Schreiber daily at 0800hr:
Of course, you must first string that copper wire to connect the operators with the dispatcher. Eventually, we'll have a copper connection which goes all the way across Canada.



telegraphs 1921
Telegraph stations, Schreiber to White River in 1911

Hmmm, after the important work of moving the trains efficiently is done, we could use those idle telegraphs and those idle operators in other ways to make more money! Telegrams, news, "on-line" ordering of personal or retail goods!

Summary - "Thank goodness!"

First, a story about my wife:

My mother-in-law was born in 1916 - when many ballads were written about trains. One of these ballads was sung as a lullaby to my spouse when she was a child. It told the story of a brave railroader who went to work one day and never came home again. The last line of the song said "he was killed by an open switch".

Here's the catch: My spouse grew up on a dairy farm on an island where there were no railroaders or switches to be found - alive or dead, open or closed, respectively.

One confused child: "What's an open switch? Like a light switch? ... Were his hands wet and he was turning on the lights?"




Here is an open switch:
open switch
A train is switching at Canyon station on the Algoma Central Railway, north of Sault Ste Marie. The moveable rails, or switch "points", are lined so that the train can travel into the siding and not continue straight on the main track. The big red thing or "target" shows, in both directions , that the switch is NOT lined for mainline travel. The little red circle above the target is a reflector which is illuminated very well by a diesel locomotive's powerful electric headlight, allowing safe operation at night.

switch at brient
Notice the difference in this switch lined for the main track at Brient, Ontario. The reflector shows green and the red target is not visible because it is facing the other way (i.e. parallel to the track).

Except for the period around 1840 when railways were just hatching, it has been essential that railways be able to operate safely at night. All the investment in equipment, buildings and track could not be justified if you had to shut down at sundown. Locomotive 548 near the top of this page has a very dim headlight.

In 1900, in the darkness of a northern Ontario winter,
                            or on a night when snow covered ALL the rails ...

How could crews run an important train at high speed and be CERTAIN that the switches were lined for them and that trains they were to meet or overtake were safely tucked into a siding?



Kerosene!

Some railways fiddled with concoctions like "signal oil" which was a blend of kerosene and hog fat, but then different operating temperatures required different seasonal blends of "signal oil".

Kerosene was refined from petroleum, like furnace oil or diesel oil is, and produced a good, bright flame at most ambient temperatures.

However, on a very cold night, it might take a metal lantern 15 minutes to warm up properly so that the kerosene would flow smoothly from the reservoir below, through the cotton wick, to the top of the wick where it vapourized and burned.

Depending on the conditions, a trainman might take 200 hours to go through 1 gallon of kerosene in a hand lantern. The advertisement below shows three different styles of kerosene lantern handles, a special lens to concentrate the light, and that different coloured glass globes were available for special signalling needs. Lanterns were used to see in the dark, and they were also swung around to give signals to other crew members.

Before radios, when a freight train was stopped, an engineer would look back toward the van. There, at the tailend of the train, a lantern swung vertically was a signal to proceed: "Highball from the tailend! ... Let's get out of town!"

trainman's lantern

Comparing the cost of kerosene to the cost of lantern batteries might explain why kerosene was the preferred light source of trainman and Canadian railways well into the 1950s. Refined from coal oil or crude oil beginning in 1850, Canadian railways used a lot of kerosene in a lot of dark places over the course of a century.

Above, we saw how red and green reflectors were used on some lines in recent years to show main track switch position. Until the 1950s and 1960s, kerosene switchlamps were lit and used to show switch position at night.
switch lamp

Special lenses (similar to the design used in lighthouses) were used to concentrate the dim kerosene flame to shine as a strong beam which was visible straight down the track for a long distance.

switch stand lenses

Rulebook definition of "train":

"An engine or more than one engine coupled, with or without cars, displaying markers."
  • Markers were almost always kerosene lamps which looked just like switch lamps, but they were hung on the back of the last "piece" of the train - acting like tail lights on an automobile at night. The marker lamps had three green lenses and one red lens.
  • By day they just hung there. By night, they were lit.
  • You could have an engine and 100 cars - but unless it had markers it was not considered a "train" by the rules.
  • An engine alone which displayed markers was considered to be a "train" by the rules.
  • When one train passed another, or passed a train order office with an operator eagerly waiting to OS the train to the dispatcher, it had officially passed only when the markers were observed .
  • Until VIA disposed of most of its older equipment, kerosene markers were still used on many of their trains in eastern Canada into the 1980s.
From a book from 1900:

passenger train on main track

Once the train is safely in the siding (and the switches are lined to display green along the main track) the markers are changed to give the following display:


passenger train in the hole

The rules specified that trains were to be clear of other trains which would overtake them by a specific safety margin. So an overtaking train could race up behind this train and its engineer could be confident of safety if:
Four little lensed kerosene flames displayed "safety" for the best part of a century.

One more use for kerosene

Train crews can see and signal each other at night because they have kerosene lanterns.
Switches and train tailends are shown to be safe by kerosene lanterns.

Just how are those poor telegraph operators supposed to flag down a fast train in the middle of the night?

Around 1900, open train order offices had their own special signal:

train order signal
  • By day, a red board was turned (like a switch target) to display red. This was a signal to stop or to stop for train orders.
  • By night, a red kerosene light (seen above the target) would be lit and turned to display red down the track.
Here's the fun part:
If the engineer and fireman agreed that no red signal was displayed as their train approached an open train order office, they got to say this before the engineer pulled the throttle back and the train blasted by:

Engineer: "Clear board!"
Fireman: "Clear board!"


The Rights of Trains ... "No! ... not THAT!!"

I think I've got a way to illustrate how, in 1900, in addition to using telegraphs and paper (don't forget kerosene lights at night) the railway had a system which provided safety and reliability AND complete flexibility to deal with any situation.

When railways became very busy, the actions to be taken were clear if you understood the superiority of trains as it was defined in the rulebook. Some trains are just "better" than others and it always followed the same pattern.

I will also try to illustrate with modern automobiles and the common "rules of the road" we know as well.



The  LOWEST level of Superiority: Direction
(stated on the cover of the timetable)

  • The timetable states that eastbound trains are superior to westbound trains.
  • Our trains from  the example above - Train 101 (westbound, empty grain cars), Train 102 (eastbound, underpowered grain train) - are now to meet every day at Coldwell  at 09hr.
  • Following the rules and the timetable, the headend trainman lines the inferior train 101 into the siding so it will be clear at least 5 minutes before the official meeting time. Before 0855hr, 101 stops clear in the siding, and the tailend trainman lines the switch behind it so the switch displays green for 102 . At night, the locomotive would also extinguish its headlight to signal to 102 that the train was safely in the clear. (Consider that the trains are meeting head to head in this example, not overtaking. Approaching a lit headlight would be an appropriate time to worry a little.)
  • Right on schedule, train 102 goes sailing by the siding at 09hr without even having to slow down.
  • 101's headend trainman lines the switch in front of 101 for the main track. Train 101 pulls through that switch out onto the main track and stops. Then the tailend trainman lines that switch for the main track (showing green) and 101 gets out of town.
Modern example: You are driving on a country road and reach a one lane bridge. There is a yield sign on your end of the bridge and you stop. A car coming toward you over the bridge is "superior" to you and drives over without slowing down.



A HIGHER level of Superiority: Class
(written in the timetable for each scheduled train)

  • Although it is an eastbound train, train 102 is a freight train and we decide that freight trains are second class trains and passenger trains are first class trains.
  • Every day, train 102 is to meet (passenger) train 1 at Pringle at 1020hr.
  • This time, it is 102 that goes into the siding because a first class (passenger) train is superior to a second class (freight) . Class trumps direction for superiority.
  • Train 1 sails by 102 which is already in the clear in "the hole" at 1020hr.
Modern example: You are driving down the road. An ambulance with lights flashing is approaching. This makes you a "second class vehicle" and you pull off and let the "first class vehicle" have all of the road, regardless of its direction.



The  HIGHEST  Level of Superiority:  Right

(This comes from train orders - which the dispatcher sends to operators by telegraph. The operators write or type these out for delivery to the trains which they affect.)

  • A train of raw silk is travelling from Japan through Vancouver to mills in New York City via Schreiber. (It happened!) Raw silk deteriorates quickly and is insured by the HOUR.
  • The dispatcher is told to give the train top priority by his bosses. Every affected train in his territory gets a copy of the silk train's order. The silk train's train order says: 
Eng 548 run extra
leaving Schreiber on [today's date]
as follows with right over all trains
Leave Schreiber 0700hr
Coldwell 0910hr
Pringle 1000hr
Arrive White River 1100hr

  • WITH RIGHT OVER ALL TRAINS is the magic phrase. 
  • Our little engine 548, pictured above, has achieved greatness leading the silk train named "Extra 548 East "
  • The conductors and enginemen of trains 101, 102 and even high class passenger train 1 have to figure out where they can get out of the way by following the rules; and the timetable 's list of sidings and other trains' locations. It could get quite complicated but they must follow all the rules as they get out of the way.
  • If he felt like it, the dispatcher could also tell these three trains where to clear within the order above.

Modern example:
  • A police officer has the authority to direct road traffic any way he/she deems reasonable in the interest of public safety.


Superiority summary:

Direction: At Schreiber an eastbound is superior - if trains are both of the same class.
Class: Higher class trains are superior to trains of a lower class - regardless of direction.
Right: The train dispatcher can do almost anything with a train order, trumping both class and direction.



Railways had ALL the contingencies covered and tremendous flexibility with their "low-tech" system back in 1900.

Sometimes being ordered into a siding for a while was (and still is) a mysterious experience for a train crew: What is that dispatcher thinking?

However, a dispatcher in 1900 was looking at what was going on with all the other trains on his territory and thinking of the trains which would soon enter his territory. The dispatcher had an evolving mental model of how his "chess game" would be playing out during the next couple of hours or so.

Facts such as this would be considered in his decisions:
  • weather affecting visibility and causing trains to slow down for safety
  • switches clogged with snow, which trainmen would have to clean out before lining
  • determining which siding an over-length slow train could be ordered into
  • wet, or snow or frost covered rail interfering with wheel/rail adhesion (traction)
  • special trains like the Silk Train
  • switching activities which would occupy the main track (picking up and setting off cars)
  • which train order offices were open to deliver orders
  • long stopping times at passenger stations because of holiday travel demands
  • locomotives failing or trains breaking apart
  • trains stalling on hills and having to "double the hill"
  • fires
  • Lake Superior waves flooding or weakening roadbed
  • rock slides or ice falls reported by track walkers in tunnels and rock cuts
  • slow sections of track
  • sections being repaired where trains must stop at a red flag - for instructions from the foreman
  • any train with a fireman nicknamed "Coldwater"
There were no computers then, remember, this was all in his HEAD..

In addition, back in 1900, the dispatcher not only had the Chief Dispatcher watching over him, the Division Superintendent would ALSO be in the same building to provide help and guidance - even if it differed from the dispatcher's carefully thought-out plan.



I wish I had a 1900-era timetable to show you, but at least I can finish up with one from 1943 (coming below):

Just over 30 years before our class of teenage trainmen got together for training in 1977, they were still running the Heron Bay Subdivision much the same way as we talked about above ... During World War II, there were no failsafe traffic lights (block signals and centralized traffic control) to keep trains apart and the dispatcher always acted through operators and written train orders.

I have included 6 first class passenger trains, and 1 second class stock (cattle) train at the extreme right side.

  • Only if you are not too confused by all this stuff: Beyond what I am including ... on this timetable 2 additional (second class) westbound and 5 additional (fourth class) eastbound freights are SCHEDULED every day. This total of 14 daily trains does not include any extra sections of scheduled trains, or extra trains they might have handled during the war. Two of those fourth class eastbounds are each scheduled to get into sidings to meet four trains between Schreiber and White River - lots of switch turning practice for the trainmen!

The westbounds are at the left (read down the column of times). The eastbounds are at the right (read up).

Working left to right from the schedule of Train 3, you have:
  • the subdivision mileage from White River
  • D (day) N (night) operators on duty
  • station names, distances between stations, and local features such as water (W) and yard limits (Z)
  • the one or two letter telegraph station abbreviations which the dispatcher would send to get the operator's attention
  • (e.g. WR for White River, OA for Coldwell, SC for Schreiber)
  • how long each siding was in car lengths. The longest was Mobert at 78 cars. My guess would be that the longest trains might be a little longer than 1/2 mile. 

Heron Bay Sub 1943

Where a scheduled time appears in boldface type, there are always two because that is when two trains are scheduled to encounter each other (meet or overtake). Looking at Train 1 and Train 2, you can see they are scheduled to meet at Bluejay at 0340hr each day. The other boldface meets are scheduled with the freight trains which I did not include.

Who gets a straight shot and doesn't have to worry about meeting anyone? ... 954 - the cattle from western Canada!

The Herefords get to travel from Schreiber to White River in 4 hours and 10 minutes. After detraining for feeding and exercising at White River they will be off again to the cities of eastern Canada for fattening or slaughter to help satisfy the wartime demand for beef.

There is quite a lot of additional history within this timetable for another time.

It would have been quite something to see the CPR in Schreiber back then.






Schreiber looking north



For decade after decade
the CPR operated through the harsh environment north of Lake Superior 
using a flexible and reliable system.

The system demanded constant attention to detail and a very thorough knowledge of
the rulebook, the operating timetable, and the railway line itself
if things were to run efficiently and safely.

Dispatchers, telegraph operators, engineers, firemen, conductors, trainmen ...

There were hundreds of operating employees living in Schreiber
whose personal duties were dictated,
and then knit together with the duties of fellow employees
by a little red book.

They raced their trains
against
the hands sweeping across the faces of their pocket watches
while remembering that

"Safety is of the first importance in the discharge of duty."