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The Cape Government Railways 4th Class 4-6-0TT of 1882 with Joy valve gear, was a South African steam locomotive from the pre-
Union Union commonly refers to: * Trade union, an organization of workers * Union (set theory), in mathematics, a fundamental operation on sets Union may also refer to: Arts and entertainment Music * Union (band), an American rock group ** ''Un ...
era in the Cape of Good Hope. In 1882 and 1883, the Cape Government Railways placed 68 tank-and-tender locomotives in mainline service on all three its systems. It was an improved version of the 4th Class locomotives of 1880 and 1881 and was delivered in two versions, built by two manufacturers.''C.G.R. Numbering Revised'', Article by Dave Littley, SA Rail May–June 1993, pp. 94-95. Of these locomotives, thirty-five were built by Neilson and Company with Joy valve gear. Seventeen of them were still in service when the South African Railways was established in 1912.


Manufacturers

The 4th Class 4-6-0TT tank-and-tender locomotive of 1880 had been designed by Michael Stephens, at that stage the Locomotive Superintendent of the Western System of the
Cape Government Railways The Cape Government Railways (CGR) was the government-owned railway operator in the Cape Colony from 1874 until the creation of the South African Railways (SAR) in 1910. History Private railways The first railways at the Cape were privately own ...
(CGR). This improved version was delivered to the CGR in 1882 and 1883. The contracts for their construction were divided between
Robert Stephenson and Company Robert Stephenson and Company was a locomotive manufacturing company founded in 1823 in Forth Street, Newcastle upon Tyne in England. It was the first company in the world created specifically to build railway engines. Famous early locomoti ...
and
Neilson and Company Neilson and Company was a locomotive manufacturer in Glasgow, Scotland. The company was started in 1836 at McAlpine Street by Walter Neilson and James Mitchell to manufacture marine and stationary engines. In 1837 the firm moved to Hyde Park ...
. Robert Stephenson's built thirty-three locomotives with
Stephenson valve gear The Stephenson valve gear or Stephenson link or shifting link is a simple design of valve gear that was widely used throughout the world for various kinds of steam engines. It is named after Robert Stephenson but was invented by his employees. ...
.Espitalier, T.J.; Day, W.A.J. (1943). ''The Locomotive in South Africa - A Brief History of Railway Development. Chapter II - The Cape Government Railways'' (Continued). South African Railways and Harbours Magazine, October 1943. pp. 731-734. Thirty-five were built by Neilson's, but with Joy valve gear. Of these, twenty-one locomotives went to the Western System operating out of
Cape Town Cape Town ( af, Kaapstad; , xh, iKapa) is one of South Africa's three capital cities, serving as the seat of the Parliament of South Africa. It is the legislative capital of the country, the oldest city in the country, and the second largest ...
and were numbered in the range from W56 to W76. Four went to the Midland System operating out of Port Elizabeth and were numbered in the range from M76 to M79. Ten went to the Eastern System operating out of East London and were numbered in the range from E39 to E48.


Characteristics

All these locomotives had diameter coupled wheels, unlike the six 4th Class locomotives which had been delivered to the Eastern System in 1880 and 1881 which had smaller diameter coupled wheels. They were delivered with Joy valve gear and therefore had a semi-circular cut-out at the bottom of the side-tanks to allow access to part of the Joy valve gear mechanism which protruded above the running board. Since these locomotives were delivered with permanently coupled tenders, their cabs did not need side entrances with double handrails like their predecessors of 1880 and 1881 did with their optional tenders. Access was by pairs of steps, mounted on the engine as well as on the tender, with one handrail attached to the engine and the other to the tender.


Modifications


Firebox

On the Eastern System, problems were experienced with the low-grade local coal from the Cyphergat and Molteno collieries in the Stormberg. It had a high content of non-combustible material which often caused delays since it required frequent stops to allow the stoker to clear the grate of clinker and ash, a tedious task which required the locomotive to be stationary. John D. Tilney, the Eastern System Locomotive Superintendent, carried out many experiments in an attempt to overcome the coal problem. Some of these involved modifying some of the 4th Class locomotives to install oscillating firebars and larger fireboxes.


Spark arrester

Another modification by Tilney was an extended smokebox to make room for a very efficient spark arrester which was constructed of wire mesh. Several locomotives were altered to incorporate these spark arresters.Espitalier, T.J.; Day, W.A.J. (1944). ''The Locomotive in South Africa - A Brief History of Railway Development. Chapter V - Other Transvaal and O.F.S. Railways. South African Railways and Harbours Magazine'', December 1944. pp. 925, 928. Tilney's initiatives did not pass unnoticed. In 1881, the General Manager appointed Hawthorne R. Thornton as Chief Locomotive Superintendent for the whole of the Cape of Good Hope in response to the ''"growing tendency on the part of the several Locomotive Superintendents to bring in modifications of designs in essential parts of the engines and rolling stock".''


Smokebox

In the 1890s, some improvements to smokebox design took place. Extending the smokebox forward increased its volume. The increased amount of exhaust gases present in the smokebox had the effect of stabilising and improving the draught. The date of this improvement can be pinned to 1891 when the second batch of Michael Stephens’
Cape Government Railways The Cape Government Railways (CGR) was the government-owned railway operator in the Cape Colony from 1874 until the creation of the South African Railways (SAR) in 1910. History Private railways The first railways at the Cape were privately own ...
(CGR) 5th Class 4-6-0 locomotives with their lengthened smokeboxes entered service. This had such a profound effect on the boiler’s steaming ability that virtually every locomotive on the CGR and NGR had their smokeboxes extended.Comment no 52287 in the SAR-L Yahoo Group: Comment from Leith Paxton: Summary of all comments on 22 February 2017
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''Converted Joys''

While the locomotives proved to be good all-purpose engines, the Joy valve gear was not considered entirely satisfactory. After Michael Stephens retired and H.M. Beatty took over as Chief Locomotive Superintendent of the CGR in 1896, all the Neilson-built locomotives were converted to
Stephenson valve gear The Stephenson valve gear or Stephenson link or shifting link is a simple design of valve gear that was widely used throughout the world for various kinds of steam engines. It is named after Robert Stephenson but was invented by his employees. ...
and in the process also had their side-tanks removed. These modified tender locomotives became known as the ''Converted Joys''.


Renumbering

All these locomotives were renumbered more than once during their service lives on the CGR. By 1886, the system prefixes had been done away with and the Midland System's locomotives had all been renumbered by replacing the letter prefix "M" with the numeral "1". The Western and Eastern System locomotives retained their numbers, but without their respective "W" or "E" prefixes. By 1888, the Eastern System locomotives had been renumbered into the 600 number range. The Midland System locomotives were renumbered to two-digit numbers by 1890. All these renumberings are listed in the table below. In addition to the known numbering and renumbering, there appears to have been an intermediate CGR numbering system at some stage between 1884 and the renumbering of the late 1880s. Apart from photographic evidence, no information about this numbering system has been found as yet. An example is the picture below of no. 289 working near
Bulawayo Bulawayo (, ; Ndebele: ''Bulawayo'') is the second largest city in Zimbabwe, and the largest city in the country's Matabeleland region. The city's population is disputed; the 2022 census listed it at 665,940, while the Bulawayo City Council ...
in
Southern Rhodesia Southern Rhodesia was a landlocked self-governing British Crown colony in southern Africa, established in 1923 and consisting of British South Africa Company (BSAC) territories lying south of the Zambezi River. The region was informally kno ...
in 1897. This engine was used during the construction of the railway from Mafeking in the Cape of Good Hope via Bechuanaland to Bulawayo and was at the head of the first train to reach Bulawayo on 19 October 1897. Intermediate CGR numbering system c. 1883-1888


Service


Cape Government Railways

At the time these 4th Class locomotives entered service in 1882, the two Eastern System mainlines were open to
King William's Town Qonce, formerly known as King William's Town, is a city in the Eastern Cape province of South Africa along the banks of the Buffalo River (Eastern Cape), Buffalo River. The city is about northwest of the Indian Ocean port of East London, South ...
and approaching Sterkstroom respectively. Those of the Midland System were completed to
Graaff Reinet Graaff-Reinet is a town in the Eastern Cape Province of South Africa. It is the oldest town in the province. It is also the sixth-oldest town in South Africa, after Cape Town, Stellenbosch, Simon's Town, Paarl and Swellendam. The town was t ...
and approaching Cradock respectively, while the Western System mainline was open to
Beaufort West Beaufort West (Afrikaans: ''Beaufort-Wes''; Xhosa: ''eBhofolo'') is a town in the Western Cape province in South Africa. It is the largest town in the arid Great Karoo region, and is known as the "Capital of the Karoo". It forms part of the Beau ...
.''The South African Railways - Historical Survey''. Editor George Hart, Publisher Bill Hart, Sponsored by Dorbyl Ltd., Published c. 1978, pp. 12-13, 25.


''Oranje-Vrijstaat Gouwerment-Spoorwegen''

In early 1897, six ''Converted Joy'' locomotives were sold to the ''Oranje-Vrijstaat Gouwerment-Spoorwegen'' (OVGS), where they were designated 4th Class G. These engines were all fitted with the Tilney-designed extended smokebox with spark arresters and had been reboilered prior to entering service on the OVGS. During reboilering, their Salter safety valves were replaced with the
Ramsbottom Ramsbottom is a market town in the Metropolitan Borough of Bury, Greater Manchester, England. The population at the 2011 census was 17,872. Historically in Lancashire, it is on the River Irwell in the West Pennine Moors, northwest of Bu ...
type.


Beira and Mashonaland Railway

In 1898, two ''Converted Joy'' locomotives, numbers 59 and 71, were sold to Pauling and Company. Pauling's used them during the construction of the Beira and Mashonaland Railway and renumbered them 2 and 1 respectively.


South African Railways

When the
Union of South Africa The Union of South Africa ( nl, Unie van Zuid-Afrika; af, Unie van Suid-Afrika; ) was the historical predecessor to the present-day Republic of South Africa. It came into existence on 31 May 1910 with the unification of the Cape, Natal, Tran ...
was established on 31 May 1910, the three Colonial government railways (CGR,
Natal Government Railways The Natal Government Railways (NGR) was formed in January 1877 in the Colony of Natal. In 1877, the Natal Government Railways acquired the Natal Railway Company for the sum of £40,000, gaining the line from the Point to Durban and from Durban ...
and
Central South African Railways The Central South African Railways (CSAR) was from 1902 to 1910 the operator of public railways in the Transvaal Colony and Orange River Colony in what is now South Africa. During the Anglo-Boer War, as British forces moved into the territory of ...
) were united under a single administration to control and administer the railways, ports and harbours of the Union. Although the South African Railways and Harbours came into existence in 1910, the actual classification and renumbering of all the rolling stock of the three constituent railways was only implemented with effect from 1 January 1912. By 1912, seventeen of these locomotives survived. They were considered obsolete by the South African Railways, designated Class 04 and renumbered by having the numeral "0" prefixed to their existing numbers. Despite being considered obsolete, some of them were still being employed as shunting locomotives in Port Elizabeth in 1932. The rest had been scrapped by 1918.


First World War

In 1915, shortly after the outbreak of the First World War, the
German South West Africa German South West Africa (german: Deutsch-Südwestafrika) was a colony of the German Empire from 1884 until 1915, though Germany did not officially recognise its loss of this territory until the 1919 Treaty of Versailles. With a total area of ...
colony was occupied by the Union Defence Forces. Since a large part of the territory's railway infrastructure and rolling stock was destroyed or damaged by retreating German forces, an urgent need arose for locomotives for use on the Cape gauge lines in that territory. In 1917, numbers 058, 060 to 064, 066 and 0631 were transferred to the Defence Department for service in South West Africa. All eight locomotives are believed to have returned to South Africa after the war.Espitalier, T.J.; Day, W.A.J. (1947). ''The Locomotive in South Africa - A Brief History of Railway Development. Chapter VII - South African Railways (Continued).'' South African Railways and Harbours Magazine, December 1947. p. 1033.


Works numbers

The works numbers, years built, original numbers, renumbering and disposal of the Cape 4th Class Joy of 1882 are listed in the table.''Classification of S.A.R. Engines with Renumbering Lists'', issued by the Chief Mechanical Engineer's Office, Pretoria, January 1912, pp. 26-27. (Reprinted in April 1987 by SATS Museum, R.3125-6/9/11-1000)


Illustration

The following pictures illustrate some of the ''Converted Joy'' locomotives and the modifications done to them. Most of them had forfeited their "front porch" railings in the process of modification. File:CGR 4th Class 4-6-0TT 1882 Converted Joy.jpg, ''Converted Joy'' still with its front porch File:CGR 4th Class 4-6-0 1882 no. W73 Joy Converted.jpg, No. 73 with short smokebox and Salter safety valve, c. 1900 File:CGR 4th 1882 Joy Converted no. 289 a.jpg, No. 289 with extended smokebox and Salter safety valve, c. 1897 File:CGR 4th Class 4-6-0 1882 Joy Converted.jpg, Reboilered OVGS 4th Class G with Tilney’s extended smokebox and Ramsbottom safety valves, c. 1897


References

{{Locomotives of South Africa 0350 0350 4-6-0 locomotives 2′C n2t locomotives Neilson locomotives Cape gauge railway locomotives Railway locomotives introduced in 1882 1882 in South Africa Scrapped locomotives