Engineering lesson from the past; from Timber to Touch Screens

I've been reading about Shays again, and it got me thinking..
Many folks know, some don't yet, and it bears repeating, that there were three primary types of geared steam locomotive in North America: Shay, Heisler, and Climax (in order of popularity). The Heisler had arguably the best design from an theoretical point of view. The drive shaft was centered for even balance and torque, a single gear per truck meant that the gears could be straight bevel gears, and the 90 degree V engine was well placed and balanced. The Shay, on the other hand, had everything wrong. The engine was on one side, the boiler was offset to the other, the drive shaft was on the side, and the gears were out where they could be hit or fouled by anything beside the track. There's not a lot I can say about the Climax, as it seems to have been an attempt to do something different rather than better. As a fan of all things steam and unusual, I love all three.
All three were well built, functional engines, and many hundreds (thousands?) were in use all over the world for the better part of a century. Why, however, was the Shay more popular, even though the Heisler was theoretically better? I contend that the Shay had two major advantages, both related to the entire drive line being on one side. One, it kept the drive shaft out of the firebox (good for both the drive shaft and the firebox). Two, everything was on the outside and easily serviced, repaired or replaced in the field. You can (and I have) lubricate all the moving parts on a Shay just by walking around the outside.
None of this is new, of course, so why am I rambling on about it? Because I think we can learn something here. Sometimes the "best" (Heisler) or "different" (Climax) designs are not as useful as they would seem. If they do not best fit the real world needs of the folks buying them, they're not going to be as successful as a theoretically inferior design which does meet those needs. It doesn't matter if we're talking about logging locomotives, radio control, touch screen throttles, cars, or guns and butter, "best" is not always better.
This is not meant as a condemnation of any person, design or theory, past, present or future. It is merely offered as a lesson from history that I think is useful and instructive today.
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Comments
We've been here before,
That's why professionally, most of us check our assumptions and study the requirements, BEFORE choosing the technology and proposing "solutions" that "match".
Andy
...
Touche.
The major advantages you point out on a shay are no small potatoes - routine service is the easiest way to extend the life of anything, and if it's easy to do the service, then it's far more likely the service will be done.
Now how you look at this in light of other technology is all a matter of perspective. The crowd may be using an inferior design, but continue doing so because it has good service. The new technology may indeed by called the inferior technology by the crowd, whereas it is new and they aren't yet comfortable with adopting its unknown standards. And again, the most ideal solution may appear to be inferior to an outsider, but once used it becomes obvious that this idea is indeed superior to the others.
Regardless, in almost every case where an organization has clung to the old way of doing things, that company has often ultimately gone out of business because their products are too inferior to what is otherwise generally available, and further the company is too far behind financially to close the gap by developing and manufacturing a new product.
As I coined the phrase in graduate school, Upgrade or Die.
I note one major difference between Climax, Heisler and Shay; I'll present it this way:
Climax Locomotive Works [1888 and 1928]; Heisler Locomotive Works [1891-1941]; Lima Locomotive Works [1878-1956]
One of these companies is not like the others!
I usually pick my solutions by selecting the options that provide the most potential beyond my immediate requirements, and then use it for as long as I theoretically can before upgrading to the next generation. This effectively means by the time I upgrade to the next generation, it has matured beyond the initial price release , and further, most of the bugs have been worked out. In that time where I'm still using the old solution, I research what is available so when I do upgrade, I get the most bang for my buck.
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HO Deutsche Bundesbahn circa 1970
Visit the HO Sudbury Division at www.wrmrc.ca
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And from what I understand
And from what I understand, 5 years in, and still doesn't even own the device. Nothing like being on the cutting edge,...our leader to the future.
"Upgrade or die!"
I'm waiting for the next....
What's inside a Smart Phone Blog.
The best...doesn't always win out
For a variety of reasons.... Look at VHS vs. Betamax or Apple vs. IBM compatiables....
Michael
Back to steam
Regarding the Shay vs Climax vs Heisler:
My take on this is that Ephraim Shay started with a flat car, stuck a boiler on it and devised a very flexible driving mechanism, a set of powered trucks that would undulate and stay on very very rough trackwork. Then kept improving on that idea. It worked for him in Michigan, and then was proven to work well in other areas. It worked so well that the company picking up and producing and marketting the idea (Lima) built a large part of its success on that Shay design.
So, it's another case of marketting winning out over, perhaps, better designs.
Besides, it's more fun as a foamer to watch a Shay (at least from the engineer's side) than a Climax or Heisler.
Those of you who model geared locos: now don't you enjoy that Shay so much that you always run it boiler-front to the right as you are viewing it?
Don
Rincon Pacific Rwy, 1960. HO scale std. gauge - interchange with SP.
DCC-NCE, CMRI, JMRI
I am not really sure that the
I am not really sure that the Heisler was a better design then the shay. I don't know if any of you have read the book about the Meadow Creek Lumber Co. There are quotes from the chief engineer for the firm (not a train engineer) he was not impressed with the Heisler at all. If I remember right he wrote in January of 1942 something to the effect that the Heisler was a joke, it was a joke the day they built it, it was a joke the day they bought it and it will still be a joke the day Hittler's men take over running the railroad.
So you can see that not everyone who actually ran them thought they were a better design then the shay. I suppose in an ideal world the concept was a better concept. But there where downsides. As noted the shaft was harder to work on in the middle. And I get the idea that build quality of the Heisler was not as high as it could be.
On the plus side I have heard tell that the shay turned better in one direction then the other. So it did have it's downside. But not many folks alive today really have much (if any) experience in the actual use of these engines for what they were intended for. So it is truly hard to say which was a better from this distant point in history. But from the readings I have done of things said about the engines from contemporaries that used them back in the day does not seam to support the idea that the shay was a worse design then the heisler that just happened to have better marketing.
So personally I will take the fact that they out sold the other engines buy a huge margin as an indicator that those who actually used them and knew what they needed seamed to think that the shay was a better design.
-Doug M
My point, exactly
That's the point I was trying to make. The Heisler had advantages over the Shay on paper, but in the real world it did not do the job as well and was less popular. I can think of a few other examples of things which were superior on paper, but never succeeded in the real world because of some unseen difficulty, poor construction, or marketing issues.
Ken Rickman
Danville & Western HO modeler and web historian
http://southern-railway.railfan.net/dw/
Like the Betamax?
>>>I can think of a few other examples of things which were superior on paper, but never succeeded in the real world because of some unseen difficulty, poor construction, or marketing issues.<<<
Like the Betamax video cassette recorder. Engineering wise, it was a superior product, that is why my parents bought that instead of the VHS type. But guess what happened? It was "outdated" within a few years, and by the early 1990s I believe you couldn't buy blank cassette's anymore.
Ken L