HO scale

HO scale steam locomotives at the N&W RR museum in Crewe, Virginia.

HO is the most popular model railroad scale in both continental Europe and North America, whereas OO scale (4 mm:foot or 1:76.2 with 16.5 mm track) is still dominant in the United Kingdom. There are some modellers in the United Kingdom who model in HO scale and the British 1:87 Scale Society was formed in 1994.

In Europe, HO scale is defined in the Normen Europäischer Modellbahnen (NEM) standard "NEM 010" published by MOROP as exactly 1:87.[5] In North America, the National Model Railroad Association (NMRA) standard "S-1.2 General Standard Scales" defines HO scale as 3.5 mm (0.1378 in) representing 1 real foot (304.8 mm) – a ratio of 1:87.0857142, usually rounded to 1:87.1.[6] The precise definition of HO scale varies slightly by country and manufacturer.

Advertising gift of a Mercedes bus in HO

In other hobbies, the term HO is often used more loosely than in railroad modeling. In slot car racing, HO does not denote a precise scale of car, but a general size of track on which the cars can range from 1:87 to approximately 1:64 scale. Small plastic model soldiers are often popularly referred to as HO size if they are close to one inch (25 mm) high, though the actual scale is usually 1:76 or 1:72.

Even in model railroading, the term HO can be stretched. Some British producers have marketed railway accessories such as detail items and figures, as "HO/OO" in an attempt to make them attractive to modelers in both scales. Sometimes the actual scale is OO, and sometimes the difference is split (about 1:82). These items may be marketed as HO, especially in the US. In addition, some manufacturers or importers tend to label any small-scale model, regardless of exact scale, as HO scale in order to increase sales to railroad modelers. The sizes of "HO" automobiles, for example, from different manufacturers, can vary greatly.

East Texas Model Railroad Club HO-scale layout's yard switch controls

Model locomotives are fitted with small motors that are wired to pick up power from the rails. As with other scales, HO trains can be controlled in either analog or digital fashions. With analog control, two-rail track is powered by direct current (varying the voltage applied to the rails to control speed, and polarity to control direction). With digital control, such as Digital Command Control (DCC) or proprietary systems such as the one developed by Märklin, digital commands are encoded at the controller and received by any decoders receiving power from the track. Digital control allows independent control of each locomotive's speed and direction as well as functions not easily achieved with analog control such as reactive sound and lighting effects, integration of auxiliary decoders and automation.

The basic power and control system consists of a power pack of a transformer and rectifier (DC), a rheostat. On large model layouts, the power system may consist of several signal boosters, control interfaces, switch panels and more. Trackage may be divided into electrically isolated sections called blocks and toggle or rotary switches (sometimes relays) are used to select which tracks are energized. Blocking trackage also allows the detection of locomotives within the block through the measurement of current draw.

The "gauge" of a rail system is the distance between the inside edges of the railheads. It is distinct from the concept of "scale", though the terms are often used interchangeably in rail modelling. "Scale" describes the size of a modeled object relative to its prototype. Prototype rail systems use a variety of track gauges, so several different gauges can be modeled at the same scale.

The gauges used in HO scale are a selection of standard and narrow gauges. The standards for these gauges are defined by the NMRA (in North America) and the NEM (in Continental Europe). While the standards are in practice interchangeable, there are minor differences.

A simple HO scale model railroad, consisting of three interconnected modules, each 70 x 100 cm in size

The earliest "pre-gauged" track available in the 1940s had steel rails clipped to a fiber tie base. This was called flexible track as it could be "flexed" around any curve in a continuous fashion. The sections were sold in lengths of 3 feet (91 cm), and the rail ends were connected with a sheet metal track connector that was soldered to the base of the rail.

As brass became more readily available, the steel rail was phased out, along with its corrosion problems. Brass flex-track continued to be available long after sectional track was introduced, as the three-foot lengths of rail reduced the number of joints. The biggest disadvantage of flex-track was that it had to be fastened to a roadbed.

In the late 1940s, Tru-Scale made milled wood roadbed sections, simulating ballast, tie plates and milled ties with a gauged, grooved slot with simulated tie plates. Bulk HO code 100 rail was spiked in place with HO spikes. This was available in straight lengths and curves, from 18-to-36-inch (460 to 910 mm) radius. It was up to the user to stain the wood for the tie colors prior to laying the brass track, and then adding scale ballast between the ties.

Tru-Scale made preformed wood roadbed sections, simulating ballast, that the flextrack would be fastened with tiny steel spikes. These spikes were shaped much like real railroad spikes, and were fitted through holes pre-drilled in the fiber flextrack ties base. An improvement was made when "sectional track" became available in a variety of standardized lengths, such as the ubiquitous 9-inch (230 mm) straight and curved tracks of 15-inch (380 mm), 18-inch (460 mm), and 22-inch (560 mm) radii. These are representative of curves as tight as 108 feet (33 m), which in the real world would only be found on some industrial spurs and light rail systems.

Sectional track was an improvement in setting up track on a living room floor because the rail was attached to a rigid plastic tie base, and could withstand rough handling from children and pets without suffering much damage. With flex track, which can be bent to any desired shape (within reason), it became possible to create railroads with broader curves, and with them more accurate models. Individual rails are available for those that wish to spike their own rails to ties. Individual ties can be glued to a sound base, or pre-formed tie and ballast sections milled from wood can be used for a more durable, if somewhat artificially uniform, look is preferred.

There are a variety of preassembled track sections made by Märklin using their three-rail system (where the third rail are actually studs protruding from the center of the rail tie). This trackwork is a little bulkier looking than true to scale, but it is considered quite trouble-free, and is preferred by many that are interested in reducing much of the operational problems that come with HO scale railroading. As with other preformed track, it is also available in several radius configurations. Generally speaking very sharp-radius curves are only suitable for single-unit operation, such as trolley cars, or for short-coupled cars and locos such as found around industrial works. Longer wheelbase trucks (bogies) and longer car and loco overhangs require the use of broader radius curves. Today many six-axle diesels and full-length passenger cars will not run on curves less than 24 inches (610 mm) in radius.

HO scale track was originally manufactured with steel rails on fiber ties, then brass rail on fiber ties, then brass rail on plastic tie. Over time, track made of nickel silver (an alloy of nickel and brass) became more common due to its superior resistance to corrosion. Today, almost all HO scale track is of nickel silver, although Bachmann, Life-Like and Model Power continue to manufacture steel track.

In America, Atlas gained an early lead in track manufacturing, and their sectional, flex, and turnout track dominates the US market. In the UK, Peco's line of flex track and "Electrofrog" (powered frog) and "Insulfrog" (insulated frog) turnouts are more common. Atlas, Bachmann, and Life-Like all manufacture inexpensive, snap-together track with integral roadbed. Kato also manufactures a full line of "HO Unitrack", however it has not yet caught on as their N scale Unitrack has.

Rail height is measured in thousandths of an inch; "code 83" track has a rail which is 0.083 inches (2.1 mm) high. As HO's commonly available rail sizes, especially the popular "code 100", are somewhat large (representative of extremely heavily trafficked lines), many modelers opt for hand-laid finescale track with individually laid wooden sleepers and crossties and rails secured by very small railroad spikes.

In Australia, many club-owned layouts employ code 100 track so that club members can also run OO-scale models and older rolling stock with coarse (deep) wheel flanges.

A hook and loop coupler originally developed by Märklin has become an NEM standard and is still widely used. More recently, manufacturers, including Fleischmann and Märklin, have developed close couplers that on straight track have the buffers almost touching, more like the prototype. On curves a sliding mechanism allows the couplers to move away from the buffer frame providing the additional clearance necessary.

Most couplers provide pre-uncoupling, whereby a train may reverse over a raised uncoupler and some time later change direction leaving the train (or selected cars) behind.

Another NEM standard is the coupler pocket, into which the individual coupler slots. The majority of models provide this pocket, meaning that it is very simple to exchange one coupler type for another, or to replace damaged couplers.

In America, all train sets/kits used to come with the "X2F" or "Horn Hook" coupler until Kadee came out with the #5 coupler. After Kadee's patent ran out, other manufacturers made duplicates of the KD#5 until KD brought out the scale accurate #58 coupler and everyone else followed suit.