Railway history

Railway history is a sub-field of history that researches the development and impacts of railways. While wagonways, tramways, and railways in some form date back to antiquity, railways started to have social and economic impacts in early 19th century in Britain. Railway history, like history itself, is compounded by sub-disciplines. Railway history is most often categorized (as per the Library of Congress subject headings) as a sub-field of economic history, but as many works focus on individual companies it is often considered a sub-field of business history as well. Historians of labor, culture, technology, and cities have also made significant contributions to the historical meanings and implications of railways.

History of Railways in Britain

History of Railways in the British Empire

United States

In the United States, a railway building mania began in the 1830s and persisted through the 1870s. Although the South started early to build railways, it concentrated on short lines linking cotton regions to oceanic or river ports. Its lack of a real network was a major handicap during the American Civil War. The North and Midwest constructed networks that linked every city by 1860. In the heavily settled Corn Belt (from Ohio to Iowa), over 80% of farms were within 5 miles of a railway. A large number of short lines were built, but thanks to a fast developing financial system based on Wall Street and oriented to railway securities, the majority were consolidated into 20 trunk lines by 1890. State and local governments often subsidized lines, but rarely owned them. The federal government operated a land grant system between 1855 and 1871, through which new railway companies in the uninhabited West were given millions of acres they could sell or pledge to bondholders. A total of 129 million acres were granted to the railroads before the program ended, supplemented by a further 51 million acres granted by the states, and by various government subsidies. This program enabled the opening of numerous western lines, especially the Union Pacific-Central Pacific with fast service from San Francisco to Omaha and east to Chicago. West of Chicago, many cities grew up as rail centers, with repair shops and a base of technically literate workers.

Although the transcontinentals dominated the media, with the completion of the first in 1869 dramatically symbolizing the nation’s unification after the divisiveness of the Civil War, most construction actually took place in the industrial Northeast and agricultural Midwest, and was designed to minimize shipping times and costs.

The U.S. imported British technology in the 1830s, but was soon self sufficient, as thousands of machine shops turned out products and thousands of inventors and tinkerers improved the equipment. The military academy at West Point saw most of its graduates become civil engineers in the private sector. This was a better paying, higher status job than army officer, in stark contrast to the preeminence of officers in Europe. The result was that the Americans became enamored of engineering solutions for all economic, political and social problems, combined with an unusually strong financial system that grew out of the railways. As the railways grew larger they devised increasingly complex forms of management, invented middle management, setting up career paths, and establishing uniform bureaucratic rules for hiring, seniority, firing, promotions, wage rates and benefits. By 1880, the nation had 17,800 locomotives carrying 23,600 tons of freight, but only 22,200 passengers. The effects of the American railways on rapid industrial growth were many, including the opening of hundreds of millions of acres of very good farm land ready for mechanization, lower costs for food and all goods, a huge national sales market, the creation of a culture of engineering excellence, and the creation of the modern system of management.

U.S. labor

Licht (1983) shows that railways changed employment in many ways. Lines with hundreds or thousands of employees developed systematic rules and procedures, not only for running the equipment but in hiring, promoting, paying and supervising employees. The railway system was adopted by all major business. Railways offered a new type of work experience in enterprises vastly larger in size, complexity and management. At first workers were recruited from occupations where skills were roughly analogous and transferable, that is, workshop mechanics from the iron, machine and building trades; conductors from stagecoach drivers, steamship stewards and mail boat captains; station masters from commerce and commission agencies; and clerks from government offices.

Europe

Throughout western Europe, railway construction was the main engine of economic growth in the 1840s and into the 1850s, stimulating growth in coal mining, iron mongering, machinery making and civil engineering. By speeding up turnover, the railways made wholesaling and manufacturing more profitable, while bringing remote farmlands closer to markets and thus much more profitable. The creation of complex business organizations led to the multiplication of new managerial and engineering skills that spread from railways to other technologically-oriented industries. As T. H. Ashton concluded: “The locomotive railway was the culminating triumph of the technical revolution: its effects on the economic life of Britain and, indeed, of the world, have been profound.”

France

In France, railways became a national medium for the modernization of backward regions, and a leading advocate of this approach was the poet-politician Alphonse de Lamartine. One writer hoped that railways might improve the lot of “populations two or three centuries behind their fellows” and eliminate “the savage instincts born of isolation and misery.” Consequently, France built a centralized system that radiated from Paris (plus lines that cut east to west in the south). This design was intended to achieve political and cultural goals rather than maximize efficiency. After some consolidation, six companies controlled monopolies of their regions, subject to close control by the government in terms of fares, finances, and even minute technical details. The central government department of Ponts et Chaussées (bridges and roads, or the Highways Department) brought in British engineers and workers, handled much of the construction work, provided engineering expertise and planning, land acquisition, and construction of permanent infrastructure such as the track bed, bridges and tunnels. It also subsidized militarily necessary lines along the German border, which was considered necessary for the national defense. Private operating companies provided management, hired labor, laid the tracks, and built and operated stations. They purchased and maintained the rolling stock—6,000 locomotives were in operation in 1880, which averaged 51,600 passengers a year or 21,200 tons of freight. Much of the equipment was imported from Britain and therefore did not stimulate machinery makers. Although starting the whole system at once was politically expedient, it delayed completion, and forced even more reliance on temporary experts brought in from Britain. Financing was also a problem. The solution was a narrow base of funding through the Rothschilds and the closed circles of the Bourse in Paris, so France did not develop the same kind of national stock exchange that flourished in London and New York. The system did help modernize the parts of rural France it reached, but it did not help create local industrial centers. Critics such as Emile Zola complained that it never overcame the corruption of the political system, but rather contributed to it. The railways probably helped the industrial revolution in France by facilitating a national market for raw materials, wines, cheeses, and imported manufactured products. Yet the goals set by the French for their railway system were moralistic, political, and military rather than economic. As a result, the freight trains were shorter and less heavily loaded than those in such rapidly industrializing nations such as Britain, Belgium or Germany. Other infrastructure needs in rural France, such as better roads and canals, were neglected because of the expense of the railways, so it seems likely that there were net negative effects in areas not served by the trains.

Belgium

Belgium provided an ideal model for showing the value of the railways for speeding the industrial revolution. After breaking with the Netherlands in 1830, the new country decided to stimulate industry. It planned and funded a simple cross-shaped system that connected the major cities, ports and mining areas, and linked to neighboring countries. Belgium thus became the railway center of the region. The system was very soundly built along British lines, so that profits were low but the infrastructure necessary for rapid industrial growth was put in place.

Germany

In Germany, political disunity (Germany did not become unified until 1870) and deep conservatism made it difficult to build lines in the 1830s. However, by the 1840s, trunk lines did link the major cities, although each German state was responsible for the lines within its own borders. Economist Frederick List summed up the advantages to be derived from the development of the railway system in 1841:

First, as a means of national defense, it facilitates the concentration, distribution and direction of the army. 2. It is a means to the improvement of the culture of the nation…. It brings talent, knowledge and skill of every kind readily to market. 3. It secures the community against dearth and famine, and against excessive fluctuation in the prices of the necessaries of life. 4. It promotes the spirit of the nation, as it has a tendency to destroy the Philistine spirit arising from isolation and provincial prejudice and vanity. It binds nations by ligaments, and promotes an interchange of food and of commodities, thus making it feel to be a unit. The iron rails become a nerve system, which, on the one hand, strengthens public opinion, and, on the other hand, strengthens the power of the state for police and governmental purposes.

Lacking a technological base at first, the Germans imported their engineering and hardware from Britain, but quickly learned the skills needed to operate and expand the railways. In many cities, the new railway shops were the centers of technological awareness and training, so that by 1850, Germany was self sufficient in meeting the demands of railroad construction, and the railways were a major impetus for the growth of the new steel industry. Observers found that even as late as 1890, their engineering was inferior to Britain’s. However, German unification in 1870 stimulated consolidation, nationalization into state-owned companies, and further rapid growth. Unlike the situation in France, the goal was support of industrialization, and so heavy lines crisscrossed the Ruhr and other industrial districts, and provided good connections to the major ports of Hamburg and Bremen. By 1880, Germany had 9,400 locomotives pulling 43,000 passengers or 30,000 tons of freight.

Peripheral Europe

Russia was a latecomer, building a private system in the 1870s and 1890s. The state nationalized most of the lines, with military goals in mind, as exemplified by the Trans-Siberian railroad, and with the aid of foreign funding. While the modernizing dreams of Count Wittke in the early 20th century were not fully realized, the lines did give an impetus to the metallurgical industry, as a major new industrial area grew up in the south, based on the coal mines of the Donetz basin and the iron ore of Krivoi Rog, linked by rail lines.

In Spain, the railways were designed by the government to foster industry, but setting the hub in Madrid for political reasons negated much of the advantage. The lines were poorly built and poorly managed, and probably slowed industrialization by diverting capital and talent.

In Italy, the railways were a political necessity to bind together the new nation. The equipment, expertise and funding was imported, but the main export, silk, was too light to make the system profitable.

Asia

Japan

In Japan railways were part of the stunningly successful industrial transformation of the late nineteenth century. Betweem 1870 and 1874, railway building accounted for nearly a third of all state investment in modern industry, augmented by large British loans. Profits were high as the lines facilitated the rapid growth of textiles, cement, glass, and machine tools as well as civil engineering.

China

China started building late. In 1900 there were only 860 kilometers of track and about 3,000 railway workers. After 1920 the major cities, ports and mining districts were connected. Railways became a major employer of industrial labor and by 1937 they had about 300,000 employees in China Proper and the Japanese-controlled Northeast, along 21,270 kilometers of track.

Twentieth Century

See also Industrial Revolution

Labor issues

• Walter Licht, Working for the Railroad: The Organization of Work in the Nineteenth Century Princeton University Press, 1983
• Morgan, Stephen L. "Personnel Discipline and Industrial Relations on the Railways of Republican China." The Australian Journal of Politics and History. 47#1 (2001) pp 24+ online edition

Technology

• Alston, Liviu. Railways and Energy. Washington, DC: World Bank. 1984.
• Biddle, Gordon. Britain's Historic Railway Buildings: An Oxford Gazetteer of Structures and Sites. (2003). 759 pp.
• Drinkwater, Robert. "Code of the Rail" Beaver 2005 85(1): 41-43. ISSN: 0005-7517 Fulltext: in Ebsco
• Grant, H. Roger. The Railroad: The Life Story of a Technology. Greenwood, 2005. 182 pp.
• Marsden, Ben and Smith, Crosbie. Engineering Empires: A Cultural History of Technology in Nineteenth-Century Britain. 2005. 351 pp.
• McGowan, Christopher. Rail, Steam, And Speed: The "Rocket" and the Birth of Steam Locomotion. (2004). 400 pp.
• Riley, C. J. The Encyclopedia of Trains & Locomotives (2002).

Primary sources

• Foreign Railways of the World: Containing in One Volume, the Names of Officers, Length, Capital,... (1884)
• books on Canadian RR history

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External links

• Richard Jensen's WWW Guide to "Railroad History"
• Simone Sterne, "Railroads" from 1881 Encyclopedia
• primary sources on 19th century and early 20th century American railways