Cass 6 Middle Truck Gears & Shafts
Nelson Riedel, Nelson@NelsonsLocomotive.com
6/23/2004, last updated
07/29/2004

The sketch below shows the gear arrangement for the two-truck Heisler.  (The sketch is taken from a marketing brochure originally published in the 1920s.  The comments below the sketch were probably penned by a marketer or salesman.)  The drive shafts pass over the inner axels to universals.  After the universals the truck shafts slope downward to the pinion gears.    The front and rear truck of the three-truck Heisler use the same configuration shown here.  The middle truck however must be different; there must be a way to get the driveshaft through the middle truck to the rear truck.   The investigation of the middle truck was a good excuse for a trip to Cass in June, 2004.

Cass 6 Middle Truck:  This was a perfect time to check out the middle truck ---- it had been taken off the locomotive to replace a broken shaft.   The photo is taken from the front looking toward the rear.   The brass/bronze lower bearing halves show the locations of the two shafts.  

The photo shows 3 bearings for  the right shaft and 2 bearings for the left shaft. The left shaft has a third bearing  over the rear axel; both the top and bottom of that bearing have been removed. 

This shows the locations of the two shafts and the gears. 

The line shaft on the left (right side of locomotive) passes above both axels and has a universal just in front of the front axel and a second universal just to the rear of the rear axel.  

The pinion shaft and drive shaft are parallel and level or nearly level.  

The pinion shaft has a pinion gear that engages the bevel gear on the rear axel. 

The pinion shaft is driven by the line shaft via spur gears on each shaft in the positions shown on the photo.

This photo is taken from the rear of the truck.  The square notch over the rear axel is where the third (rear) line shaft bearing is located.  Note the oil cups on the top of the bearings between the gear case and the axel.

Line Shaft: The two photos below show the line shaft.   Unfortunately, I couldn't pick it up and position it for a better photo.

Note that there is a universal on each end of the shaft.   There is a bearing on each side of the gear and a third bearing just in front of the rear universal.   I assume that the bearing caps were removed and the shaft then lifted up and out.  (This was after cross pieces at the top of the truck were removed.)     

Pinion Shaft:  The photo below shows the pinion shaft.   The shaft broke between the pinion gear and the spur gear when the locomotive was going up the mountain.  There was still power to the front and rear trucks so it was possible to drive the locomotive back to the shop.   The broken ends wore against each other to make it appear the shaft was cut rather than broken.      

This is the pinion gear adjacent to the place on the shaft where the spur gear mounts.  Note that the shaft diameter where the gears mount is 5.1732"   The diameter where the bearings fit is ~ 4.875"

The pinion gear has 12 teeth, 9.5" tooth  length,  and a maximum diameter of ~18"   The mating bevel gear has 24 teeth and a maximum diameter of ~ 30"   

This is the 13 tooth spur gear.   It is 10" long with 14.5" maximum diameter. 
Bearings:  This is a closer view of the two rear bearing bases for the pinion shaft.  The pinion gear fits just to the right of the right bearing.  The spur gear fits in the recess just to the left of the left bearing.  That's a tape measuring laying in the bearings ---- one way I use to record dimensions.  The bearings are about 10" long and the shaft  diameter is a little less than 5".    
This shows a bearing half and two covers.  The cover on the left has a hose coming out the top for forced lubrication.   The cap on the right has an oil cup.  I didn't record which bearings had forced lubrication and which had the oil cups.    
Gear Cover:  This photo shows the cover for the pinion and bevel gear.  There is a  similar cover over the spur gears.  Both sets of gears run in oil.  
This middle truck sketch was made by cutting and pasting parts of a two-truck configuration sketch.

Jack Stands:  How does one remove a locomotive truck?   Easy, jacks and jack stands.   The next photo is taken from the rear of the locomotive looking toward the front.  The blocks are under the middle truck bolster.    This photo gives a good view of where the drive shaft passes under the firebox between the two ash pits.    The small tubes on the left come from the lubricator that provide forced lubrication to some of the bearings in the truck. 

The next photo of the rear side of the middle truck was taken a few months before the shaft broke.  The drive shaft on the right side goes to the rear truck.   The case enclosing the bevel gear is near the left wheel.  That's a water hose from the tender in the center of the photo.  The chains that connect near the wheels limit the amount the truck can rotate --- I assume if the engine derails.   I think the chain closest to the camera loops under the drive shaft and keeps it from dropping to the ground should something come loose or break. 

Update:  The following photos were taken on a subsequent visit to Cass on July 17, 2004.   The new pinion shaft had been finished and new line shaft  bearings were being installed.  This photo shows the line shaft being lowered into the bearings to test for high spots.   
The line shaft  is in position in this photo.  The blue dye is used to find high spots on the bearings.  
This is some of the bearing caps ready for installation.  I learned that the bearings associated with the front and middle truck gear drive are oiled from the mechanical lubricator using the hoses shown in the photo.  The gear bearings on the tender truck use oil cups rather than the automatic lubrication.  

(By contrast, the truck axel bearings use oil reserves build into the truck side frame.) 

This time I remembered to take a photo of the cover over the spur gears.   The pipes are for routing the oil feeds from the lubricator. 

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