A standard-gauge railway is a railway with a track gauge of 1,435 mm (4 ft 8+1⁄2 in). The standard gauge is also called Stephenson gauge (after George Stephenson), international gauge, UIC gauge, uniform gauge, normal gauge in Europe,[1][2][3][4][5] and SGR in East Africa. It is the most widely used track gauge around the world, with about 55% of the lines in the world using it.
All high-speed rail lines use standard gauge except those in Russia, Finland, Uzbekistan, and some line sections in Spain.[6] The distance between the inside edges of the heads of the rails is defined to be 1,435 mm except in the United States, Canada, and on some heritage British lines, where it is defined in U.S. customary/customary UK units as exactly "four feet eight and one half inches",[7] which is equivalent to 1,435.1mm.
History
As railways developed and expanded, one of the key issues was the track gauge (the distance, or width, between the inner sides of the rail heads) to be used, as the wheels of the rolling stock (locomotives, cars, etc.) must match this distance. Different railways used different gauges, and where track of different gauges met – a "gauge break" – loads had to be unloaded from one set of rail cars and reloaded onto another, a time-consuming and expensive process. The result was the adoption throughout a large part of the world of a "standard gauge" of 1,435 mm (4 ft 8+1⁄2 in), allowing interconnectivity and interoperability.
Origins
A popular legend that has circulated since at least 1937[8] traces the origin of the 1,435 mm (4 ft 8+1⁄2 in) gauge even further back than the coalfields of northern England, pointing to the evidence of rutted roads marked by chariot wheels dating from the Roman Empire.[a][9]Snopes categorised this legend as "false", but commented that it "is perhaps more fairly labeled as 'Partly true, but for trivial and unremarkable reasons.'"[10] The historical tendency to place the wheels of horse-drawn vehicles around 5 ft (1,524 mm) apart probably derives from the width needed to fit a carthorse in between the shafts.[10] Research, however, has been undertaken to support the hypothesis that "the origin of the standard gauge of the railway might result from an interval of wheel ruts of prehistoric ancient carriages".[11]
In addition, while road-travelling vehicles are typically measured from the outermost portions of the wheel rims, it became apparent that for vehicles travelling on rails, having main wheel flanges that fit inside the rails is better, thus the minimum distance between the wheels (and, by extension, the inside faces of the rail heads) was the important one.
A standard gauge for horse railways never existed, but rough groupings were used; in the north of England none was less than 4 ft (1,219 mm).[12]Wylam colliery's system, built before 1763, was 5 ft (1,524 mm), as was John Blenkinsop's Middleton Railway; the old 4 ft (1,219 mm) plateway was relaid to 5 ft (1,524 mm) so that Blenkinsop's engine could be used.[12] Others were 4 ft 4 in (1,321 mm) (in Beamish) or 4 ft 7+1⁄2 in (1,410 mm) (in Bigges Main (in Wallsend), Kenton, and Coxlodge).[12][13]
Stephenson's Stockton and Darlington railway (S&DR) was built primarily to transport coal from mines near Shildon to the port at Stockton-on-Tees. Opening in 1825, the initial gauge of 4 ft 8 in (1,422 mm) was set to accommodate the existing gauge of hundreds of horse-drawn chaldron wagons[14] that were already in use on the wagonways in the mines. The railway used this gauge for 15 years before a change was made, debuting around 1850, to the 1,435 mm (4 ft 8+1⁄2 in) gauge.[12][15][page needed] The historic Mount Washington Cog Railway, the world's first mountain-climbing rack railway, is still in operation in the 21st century, and has used the earlier 4 ft 8 in (1,422 mm) gauge since its inauguration in 1868.
George Stephenson introduced the 1,435 mm (4 ft 8+1⁄2 in) gauge (including a belated extra 1⁄2 in (13 mm) of free movement to reduce binding on curves[16]) for the Liverpool and Manchester Railway, authorised in 1826 and opened 30 September 1830. The extra half inch was not regarded at first as very significant, and some early trains ran on both gauges daily without compromising safety.[17]
The success of this project led to Stephenson and his son Robert being employed to engineer several other larger railway projects. Thus the 4 ft 8+1⁄2 in (1,435 mm) gauge became widespread and dominant in Britain. Robert was reported to have said that if he had had a second chance to choose a gauge, he would have chosen one wider than 4 ft 8+1⁄2 in (1,435 mm).[18][19] "I would take a few inches more, but a very few".[20]
In 1845, in the United Kingdom of Great Britain and Ireland, a Royal Commission on Railway Gauges reported in favour of a standard gauge. The subsequent Gauge Act ruled that new passenger-carrying railways in Great Britain should be built to a standard gauge of 4 ft 8+1⁄2 in (1,435 mm), and those in Ireland to a new standard gauge of 5 ft 3 in (1,600 mm). In Great Britain, Stephenson's gauge was chosen on the grounds that existing lines of this gauge were eight times longer than those of the rival 7 ft or 2,134 mm (later 7 ft 1⁄4 in or 2,140 mm) gauge adopted principally by the Great Western Railway. It allowed the broad-gauge companies in Great Britain to continue with their tracks and expand their networks within the "Limits of Deviation" and the exceptions defined in the Act.
After an intervening period of mixed-gauge operation (tracks were laid with three rails), the Great Western Railway finally completed the conversion of its network to standard gauge in 1892. In North East England, some early lines in colliery (coal mining) areas were 4 ft 8 in (1,422 mm), while in Scotland some early lines were 4 ft 6 in (1,372 mm). The British gauges converged starting from 1846 as the advantages of equipment interchange became increasingly apparent. By the 1890s, the entire network was converted to standard gauge.
The Royal Commission made no comment about small lines narrower than standard gauge (to be called "narrow gauge"), such as the Ffestiniog Railway. Thus it permitted a future multiplicity of narrow gauges in the UK. It also made no comments about future gauges in British colonies, which allowed various gauges to be adopted across the colonies.
Parts of the United States, mainly in the Northeast, adopted the same gauge, because some early trains were purchased from Britain. The American gauges converged, as the advantages of equipment interchange became increasingly apparent. Notably, all the 5 ft (1,524 mm) broad gauge track in the South was converted to "almost standard" gauge 4 ft 9 in (1,448 mm) over the course of two days beginning on 31 May 1886.[21]SeeTrack gauge in the United States.
In continental Europe, France and Belgium adopted a 1,500 mm (4 ft 11+1⁄16 in) gauge (measured between the midpoints of each rail's profile) for their early railways.[22] The gauge between the interior edges of the rails (the measurement adopted from 1844) differed slightly between countries, and even between networks within a country (for example, 1,440 mm or 4 ft 8+11⁄16 in to 1,445 mm or 4 ft 8+7⁄8 in in France). The first tracks in Austria and in the Netherlands had other gauges (1,000 mm or 3 ft 3+3⁄8 in in Austria for the Donau Moldau line and 1,945 mm or 6 ft 4+9⁄16 in in the Netherlands for the Hollandsche IJzeren Spoorweg-Maatschappij), but for interoperability reasons (the first rail service between Paris and Berlin began in 1849, first Chaix timetable) Germany adopted standard gauges, as did most other European countries.
The modern method of measuring rail gauge was agreed in the first Berne rail convention of 1886.[23]
The trams in Nuremberg nominally used 1,432 mm (4 ft 8+3⁄8 in) during much of their existence, but have since been converted to standard gauge in name as well as fact.
All the early French railways (including Saint-Etienne Andrezieux, authorised 1823, opened 1827) had a French Gauge of 1,500 mm (4 ft 11+1⁄16 in) from rail axis to rail axis, compatible with early standard gauge tolerances)
The trams in Dresden, authorised in 1872 as horsecars, used 1,440 mm (4 ft 8+11⁄16 in) gauge vehicles. Converted to 600 V DC electric trams in 1893, they now use 1,450 mm (4 ft 9+3⁄32 in); both gauges are within the tolerance for standard gauge.
Victoria built the first railways to the 5 ft 3 in (1,600 mm) Irish broad gauge. New South Wales then built to the standard gauge, so trains had to stop on the border and passengers transferred, which was only rectified in the 1960s. Queensland still runs on a narrow gauge but there is a standard gauge line from NSW to Brisbane.
all tram systems in the country (Liberec has dual gauge 1,000/1,435 mm, with one metre-gauge only for heritage rolling stock on a small part of the network)
Standard-gauge Rail Baltica railway is under construction and is scheduled to be completed by 2026. Cost studies have been undertaken for a potential overhaul of entire rail network to standard gauge.[41]
The very first railway line in Indonesia which connects Semarang to Tanggung, which later extended to Yogyakarta was laid to standard gauge.[45] Opened in 1867, it was mostly regauged to 1,067mm/3ft6in during Japanese occupation in 1943, while a short line in Semarang Harbor soldiered on until 1945.[46] Standard gauge railway lines made a return in 2014 on experimental railway line in Aceh.
The railway tracks of Java and Sumatra use 1,067 mm (3 ft 6 in).
485 km (301 mi) Inaugurated 31 May 2017. An extension from Nairobi to Naivasha is under construction. A further extension east to the Ugandan border is planned.
First phase, from Kaunas to the Polish border, completed in 2015. The second phase, from Kaunas north to Tallinn and from Kaunas to Vilnius, is in the design and construction phase and scheduled to be completed by 2026.
Pakistan's nationwide rail system (Pakistan Railways) uses 1,676 mm (5 ft 6 in) broad gauge. Any future additions to this system would also be in broad gauge.
36 km out of Asunción (used as a tourist steam line), plus 5 km from Encarnación to the border with Argentina, carrying mainly exported soy; the rest of the 441-km line awaits its fate, while redevelopment plans come and go with regularity. The section from west of Encarnación to north of San Salvador, plus the entire San Salvador–Abaí branch, have been dismantled by the railway itself and sold for scrap to raise funds.
Railway Development Corporation,[50] Ferrocarril Central Andino (Callao–Lima–La Oroya–Huancayo and La Oroya–Cerro del Pasco lines), Ferrocarril del sur de Peru (operated by Peru Rail) Matarani–Arequipa–Puno and Puno–Cuzco, Ilo–Moquegua mining railway, Tacna–Arica (Chile) international line, (operated by Tacna Province), Lima electric suburban railway
AVEhigh-speed rail lines from Madrid to Seville, Málaga, Alicante, Saragossa, Barcelona (-Perthus), Orense, Toledo, Huesca, León and Valladolid, Barcelona Metro (L2, L3, L4, and L5 lines), Barcelona FGC (linesL6 and L7), and Metro Vallès (lines S1, S2, S5, and S55)
300 km (186 mi) line from Dar es Salaam to Morogoro has been completed in April 2022 currently in live testing phase.[61] Contract awarded in 2019 for a 422 km (262 mi) extension from Morogoro to Makutupora.
178 km (111 mi). Includes dual gauge (standard/metre) to the Chinese border.
Non-rail use
Several states in the United States had laws requiring road vehicles to have a consistent gauge to allow them to follow ruts in the road. Those gauges were similar to railway standard gauge.[63]
^The gaps in the pedestrian crossings in Pompeii could give credence or otherwise to this statement, but no relevant studies appear to have been made.
^For the Philippine National Railways, 2,278 km (1,415 mi) for the Mindanao Railway, 296 km (184 mi) for the North–South Commuter Railway (NSCR),[52] 298 km (185 mi) for NSCR extensions,[53] 92 km (57 mi) for the Northeast Commuter Line to Cabanatuan,[54][55] 581 to 639 km (361 to 397 mi) for the South Main Line rehabilitation, 71 km (44 mi) for the Subic–Clark Railway, 244 km (152 mi) for the San Jose–Tuguegarao line,[56] and 175 km (109 mi) for the Tarlac–San Fernando line.[57] Proposed MRT lines have a total length of 370 km (230 mi), discounting the Monorail Line 4. LRT Line 1 extension is 26 km (16 mi),[58] while LRT Line 6's total proposed track length is 169 km (105 mi).[59] All figures mentioned denote track length, not line or system length.
References
^Falco, Francesco (31 December 2012). "2007-ee-27010-s". TEN-T Executive Agency. Archived from the original on 27 February 2012. Retrieved 20 August 2013.
^"Japan". Speedrail.ru. 1 October 1964. Archived from the original on 29 June 2012. Retrieved 20 August 2013.
^Tomlinson, Wiliam Weaver (1915). The North Eastern Railway: Its Rise and Development. Newcastle-upon-Tyne; London: Andrew Reid; Longmans, Green. p. 81. Retrieved 20 March 2023. I [John Dixon] can testify to the fact of there being half an inch difference in the gauge of the Great North of England Railway and the Stockton and Darlington Railway, and that engines and carriages reciprocally travel on each line daily without danger or a suspicion thereof from that cause: indeed, the fact of this difference is not generally known.
^"SECTION - 3 DESCRIPTION OF THE PROJECT"(PDF). EIA of Construction of Lahore Orange Line Metro Train Project (Ali Town –Dera Gujran). Environmental Protection Department. Retrieved 25 January 2017.
Pomeranz, Kenneth; Topik, Steven (1999). The World that Trade Created: Society, Culture, and World Economy, 1400 to the Present. Armonk, NY: M.E. Sharpe. ISBN978-0-7656-0250-3.
Puffert, Douglas J (2009). Tracks across Continents, Paths through History: The Economic Dynamics of Standardization in Railway Gauge. University of Chicago Press. ISBN978-0-226-68509-0.
"Standard Railway Gauge". Townsville Bulletin. 5 October 1937. p. 12. Retrieved 19 March 2014 – via National Library of Australia., a discussion of the Roman gauge origin theory.
