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USA Trains SD 40-2
The SD 40-2 is an impressively long engine with an overhang that is just
as incredible. What is overhang? Well, it's what happens when an engine this long runs
through unrealistically tight curves or turns. The ends of the engine swing way out to the
outside of the curve. Our layout has a minimum curve of 4 feet in radius (8 foot diameter)
which is what USA recommends as the minimum to run this engine on... Having said that,
seeing this engine run around our layout and go through the curves shows that the couplers
actually hang out past the outside rail of the track. Basically that means the couplers
need to swing from side to side in an extreme way or else the trailing cars will most
likely get pulled off the track by the engine. Not a good thing unless your Gomez from the
Adams Family... To get around this problem USA supplies a knuckle coupler that runs in a
track allowing it to slide from one side of the engine all the way to the other and a
couple of springs in the track also serve as a nice centering device. When I got my engine
one of the first things done was to remove the hook and loop couplers and install the wide
swinging knuckle couplers. After a few tests I came to the conclusion that even with the
wide sliding ability of the couplers, it was just barely enough to make everything work
without any problems. Now, I'm changing this engine over to Kadee couplers and I hope they
will be able to navigate my turns and switches without any problems. Kadee recommends two
part numbers for the conversion, either the 831 or the 837. I originally ordered the 831
thinking it would be fine but after getting the coupler put together and mocked up to the
engine I realized that the coupler was going to hang out way too far for my taste. So I
ordered the 837 and found it to be just perfect. The coupler gear box hides under the
engines frame and the coupler just hangs out from the engine enough to look like the real
thing.
Here you
can see the stock USA hook and loop coupler in the upper right corner of the picture. The
USA wide swinging knuckle coupler is in the upper left corner and the new Kadee 837 is at
the bottom (note the screw in the 837 is only there to hold the coupler together for the
photo). Along with the parts from the 837 kit we need the mounting bracket and post from
the hook and loop coupler and two # 4-40 x 1/2" long screws that aren't supplied with
the kit. I bought a bag of them at Home Depot for under a dollar.
Before we could mount the new coupler to the old hook and loop bracket a small
modification had to be made. Kadee tells you to shorten the bracket by 5/8" or trim
it very closely to the coupler mounting hole. I did that on both of my brackets and later
realized that leaving a tiny bit more on the bracket might have made it a little stronger
although mine seems fine this way. Pictured here is a stock bracket on the left and a
modified bracket on the right. If you trim a little close like I did there's no need to
worry, you'll see in a couple of minutes...
The next step in the conversion is to test fit the empty coupler gear box on the
USA mounting bracket. All you have to do is hold the gear box up to the bracket and look
through the mounting hole at the front of the box to be sure the holes line up. If not,
there is a lip on the top side of the gear box that Kadee wants you to trim to make room
for the box to slide back on the mounting bracket allowing the holes to line up. Mine
needed to be trimmed but instead of trimming the lip on the gear box, I trimmed the back
edge of the mounting bracket. That way I had the lip to give a little extra strength if
the thin screw hole wasn't enough. Once the trimming was done I assembled the coupler
without the gear box cover and gently screwed the assembly to the bracket mount with one
of the # 4-40 x 1/2" screws.
The last step was to simply attach the entire mount assembly to the engine with
the original screws and centering spring.
That's pretty much it for the conversion, a quick check with the coupler
height gauge showed everything to be just right.
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