Railways with a railway track gauge of 5 ft (1,524 mm) first appeared in the United Kingdom and the United States. This gauge became commonly known as "Russian gauge", because the government of the Russian Empire chose it in 1843. Former areas and states (such as Finland) of the Empire have inherited this standard.[1] However in 1970, Soviet Railways re-defined the gauge as 1,520 mm (4 ft 11+27⁄32 in).[2]
With about 225,000 km (140,000 mi) of track, 1,520 mm is the second-most common gauge in the world, after 1,435 mm (4 ft 8+1⁄2 in) standard gauge.[3]
In 1837, the first railway built in Russia was a 6 ft (1,829 mm) gauge, 17 km long experimental line connecting Saint Petersburg with Tsarskoye Selo and Pavlovsk. The choice of gauge was influenced by Brunel's Great Western Railway which used 7 ft (2,134 mm). The Tsarskoye Selo railway's success proved that a larger gauge could be viable for railways isolated from the extant 1,435 mm (4 ft 8+1⁄2 in) gauge Western European network.[6][7]
The modern Russian railway network solidified around the Saint Petersburg–Moscow railway, built in 1842. There, the Tsar established a committee to recommend technical standards for the building of Russia's first major railway. The team included devotees of Franz Anton von Gerstner, who pushed to continue the Tsarskoye Selo gauge, and engineer Pavel Melnikov and his consultant George Washington Whistler, a prominent American railway engineer. Whistler recommended 5 ft (1,524 mm) on the basis that it was cheaper to construct than 6 ft (1,829 mm) and cheaper to maintain than 1,435 mm (4 ft 8+1⁄2 in). His advice won over the Tsar.[6][7]
At the time, questions of continuity with the European network did not arise. By the time difficulties arose in connecting the Prussian railroads to the Russian ones in Warsaw in the 1850s, it was too late to change.[6]
A persistent myth holds that Imperial Russia chose a gauge broader than standard gauge for military reasons, namely to prevent potential invaders from using the rail system.[8] The Russian military recognized as early as 1841 that operations to disrupt railway track did not depend on the gauge, and should instead focus on destroying bridges and tunnels.[6][7] However, in both World Wars the break of gauge did pose some amount of obstacle to the invading Germans.
Expansion
The 5-foot gauge became the standard in the Russian Empire and later the Soviet Union.
Unlike in South Manchuria, the Soviet Union's reconquest of southern Sakhalin from Japan did not result in regauging of the railway system. Southern Sakhalin has continued with the original Japanese 1,067 mm (3 ft 6 in) gauge simultaneously with the Russian gauge railway, constructed in the northern part of the island in 1930-1932 (Moskalvo-Okha). The railway has no fixed connection with the mainland. Before 2019, rail cars coming from the mainland port of Vanino on the Vanino-Kholmsk train ferry, operating since 1973, had to have their bogies changed in the Sakhalin port of Kholmsk.[11] In 2004 and 2008 plans were put forward to convert it to the Russian gauge. The conversion was completed in 2019.[12]
There were proposals in 2013 for north-south and east-west lines in Afghanistan, with construction to start in 2013.[13]
Panama, 1850
The Panama Canal Railway, first constructed in ca. 1850, was built in 5 ft (1,524 mm) gauge. During canal construction (1904–1914), this same gauge was chosen for both construction traffic, canal operating services along the quays, and the newly routed commercial cross-isthmus railway. In 2000 the gauge for the commercial parallel railway was changed to 1,435 mm (4 ft 8+1⁄2 in) to use standard gauge equipment. The original gauge was chosen under the influence of the pre-conversion southern United States railway companies. The electric manoeuvering locomotives along the locks (mules) still use the 5 ft gauge that was laid during canal construction.
The first rail line in Finland was opened in January 1862. As Finland was then the Grand Duchy of Finland, an autonomous state ruled in personal union by Imperial Russia where railways were also built to the (5 ft) broad track gauge of 1,524 mm (5 ft).[14] However the railway systems were not connected until the bridge over the River Neva was built in 1913.[15] Russian trains could not have run on Finnish tracks, because the Finnish loading gauge was narrower, until the connection was made and the Finnish structure gauge was widened.
Technical
Redefinitions
In the late 1960s the gauge was redefined to 1,520 mm (4 ft 11+27⁄32 in) in the Soviet Union.[3] At the same time the tolerances were tightened. As the running gear (wheelsets) of the rolling stock remained unaltered, the result was an increased speed and stability.[14] The conversion took place between 1970 and the beginning of the 1990s.[14]
In Finland, the Finnish State Railways kept the original definition of 1,524 mm (5 ft), even though they also have tightened the tolerances in a similar way, but to a higher level.
After its independence from the Soviet Union in 1991, Estonia redefined its track gauge to 1,524 mm, to match Finland's gauge.[16] The redefinition did not mean that all the railways in Estonia were changed immediately. It was more a rule change, so that all renovated old tracks and new railways would be constructed in 1,524 mm gauge from then on. (See Track gauge in Estonia.)
Tolerances
Finland allows its gauge to be 1,520–1,529 mm on first class lines (classes 1AA and 1A, speed 220–160 km/h).[17]
If the rolling stock's tolerance is kept within certain limits, through running between 1,520 mm (4 ft 11+27⁄32 in) railways and Finnish 1,524 mm (5 ft) railways is allowed. Since both 1,520 and 1,524 mm tolerances overlap, the difference is negligible. The international high-speed Allegro's gauge between Helsinki and St. Petersburg was specified as 1,522 mm.[18]
Loading gauge
The loading gauge, which defines the maximum height and width for railway vehicles and their loads, is larger for Russian gauge. This means that if a standard gauge railway, in Europe, is adapted for dual gauge, bridges must be rebuilt, double tracks must be placed further apart and the overhead wire must be raised. Or there must be restrictions on permitted rolling stock, which would restrict the benefit of such a railway. Dual gauge needs more width than single gauge. For double stacking on Russian gauge tracks, maximum height shall be 6.15 or 6.4 m (20 ft 2 in or 21 ft 0 in) above rails.
For standard gauge railways, double stacking maximum height shall be 6.15 m (20 ft 2 in). For Indian gauge railways, double stacking maximum height shall be 7.1 m (23 ft 4 in), and minimum overhead wiring height shall be 6.5 or 6.75 m (21 ft 4 in or 22 ft 2 in) above rails. Minimum overhead wiring height for double stacking, standard gauge railways shall be 6.5 m (21 ft 4 in), and Indian gauge railways shall be 7.45 m (24 ft 5 in) above rails, respectively. This would apply to Russia and Europe (or North America), rather than to Russia and China (or Iran).
Current status
Primary usage
The primary countries currently using the gauge of 5 ft or 1,520 mm, include:[19]
Although broad gauge is quite rare on lighter railways and street tramways worldwide, almost all tramways in the former USSR are broad gauge (according to terminology in use in these countries, gauges narrower than 1,520 mm (4 ft 11+27⁄32 in) are considered to be narrow). Many tramway networks initially built to narrow gauges (750 mm or 2 ft 5+1⁄2 in or 1,000 mm or 3 ft 3+3⁄8 inmetre gauge) were converted to broad gauge. As of 2015, only a few out of more than sixty tram systems in Russia are not broad gauge: 1,000 mm in Kaliningrad and Pyatigorsk, 1,435 mm (4 ft 8+1⁄2 in) in Rostov-on-Don. There are two tram systems in and around Yevpatoria that use 1,000 mm (3 ft 3+3⁄8 in) gauge.[note 1]
Underground urban rapid transit systems in the former USSR, like the Moscow Metro, Saint Petersburg Metro, Kyiv Metro and Yerevan Metro use Russian gauge (1,520 mm). Outside the former USSR, the Helsinki Metro in Finland that utilizes a unique track gauge of 1,522 mm, falls between the Russian gauge (1,520 mm) and broad gauge 1,524 mm.
Similar gauges
These gauges cannot make 3-rail dual gauge with Russian gauge.
Proposed for the south and east of Tehran and the north and east of Estafan. The 1,676 mm (5 ft 6 in) Indian gauge is proposed for the east of Kerman, the south of Mashhad, and the north and east of Chabahar, whereas the north and west of Tehran and the south and west of Estafan will continue the 1,435 mm (4 ft 8+1⁄2 in) standard gauge.
Rail transport in Afghanistan: The northern spur lines from CIS states. For Afghanistan's future network, 1,435 mm (4 ft 8+1⁄2 in) standard gauge for the western spur lines from Iran, and 1,676 mm (5 ft 6 in) Indian gauge are proposed.
^ abcdeHaywood, R. M. (March 1969). "The Question of a Standard Gauge for Russian Railways, 1836-1860". Slavic Review. 28 (1): 72–80. doi:10.2307/2493039. JSTOR2493039. S2CID163934218. See also Haywood's full-length monographs on this topic, • The beginnings of railway development in Russia in the reign of Nicholas I, 1835-1842. Durham, NC: Duke University Press. 1969. OCLC2762. • Russia enters the railway age, 1842–1855. East European Monographs. Boulder, CO: Columbia University Press. 1998. ISBN0880333901.
^ abcdSiddall, William R. (January 1969). "Railroad Gauges and Spatial Interaction". Geographical Review. 59 (1). Taylor & Francis, Ltd.: 40. doi:10.2307/213081. JSTOR213081.
^Lotysz, Slawomir. "Narrowing is easier". Inventing Europe. Contrary to Lotysz's claim that "some railway historians" promote the myth, its only trace in the academic literature appears to be persistent warnings against the folklore. See, e.g., Haywood 1969 or Siddall 1969.
^"Provisional Convention ... concerning the junction of the Japanese and Russian Railways in Manchuria" - June 13, 1907. Endowment for International Peace (2009). Manchuria: Treaties and Agreements. BiblioBazaar, LLC. p. 108. ISBN978-1-113-11167-8.
^"Ratatekniset määräykset ja ohjeet"(PDF). Finnish Rail Administration. p. 56. Archived from the original(PDF) on 2020-02-26. Retrieved 9 Feb 2020. The nominal track gauge on the rail network 1,524 mm. The max tolerance range in lowest quality lines (class 6, max speed 50 km/h) is −7…+20 mm