A VERY great invention has its own dramatic history. Episodes full of human interest attend its development. The periods of weary struggle, the daring adventure along unknown paths, the clash of rival claimants, are closely similar to those which mark the revelation and subjugation of a new continent. At the close of the epoch of discovery it is seen that mankind as a whole has made one more great advance; but in the earlier stages one watched chiefly the confused vicissitudes of fortune of the individual pioneers. The great modern art of telephony has had thus in its beginnings, its evolution, and its present status as a universal medium of intercourse, all the elements of surprise, mystery, swift creation of wealth, tragic interludes, and colossal battle that can appeal to the imagination and hold public attention. And in this new electrical industry, in laying its essential foundations, Edison has again been one of the dominant figures.
As far back as 1837, the American, Page, discovered the curious fact that an iron bar, when magnetized and demagnetized at short intervals of time, emitted sounds due to the molecular disturbances in the mass. Philipp Reis, a simple professor in Germany, utilized this principle in the construction of apparatus for the transmission of sound; but in the grasp of the idea he was preceded by Charles Bourseul, a young French soldier in Algeria, who in 1854, under the title of "Electrical Telephony," in a Parisian illustrated paper, gave a brief and lucid description as follows:
"We know that sounds are made by vibrations, and are made sensible to the ear by the same vibrations, which are reproduced by the intervening medium. But the intensity of the vibrations diminishes very rapidly with the distance; so that even with the aid of speaking-tubes and trumpets it is impossible to exceed somewhat narrow limits. Suppose a man speaks near a movable disk sufficiently flexible to lose none of the vibrations of the voice; that this disk alternately makes and breaks the connection with a battery; you may have at a distance another disk which will simultaneously execute the same vibrations.... Any one who is not deaf and dumb may use this mode of transmission, which would require no apparatus except an electric battery, two vibrating disks, and a wire."
This would serve admirably for a portrayal of the Bell telephone, except that it mentions distinctly the use of the make-and-break method (i. e., where the circuit is necessarily opened and closed as in telegraphy, although, of course, at an enormously higher rate), which has never proved practical.
So far as is known Bourseul was not practical enough to try his own suggestion, and never made a telephone. About 1860, Reis built several forms of electrical telephonic apparatus, all imitating in some degree the human ear, with its auditory tube, tympanum, etc., and examples of the apparatus were exhibited in public not only in Germany, but in England. There is a variety of testimony to the effect that not only musical sounds, but stray words and phrases, were actually transmitted with mediocre, casual success. It was impossible, however, to maintain the devices in adjustment for more than a few seconds, since the invention depended upon the make-and-break principle, the circuit being made and broken every time an impulse-creating sound went through it, causing the movement of the diaphragm on which the sound-waves impinged. Reis himself does not appear to have been sufficiently interested in the marvellous possibilities of the idea to follow it up
-remarking to the man who bought his telephonic instruments and tools that he had shown the world the way. In reality it was not the way, although a monument erected to his memory at Frankfort styles him the inventor of the telephone. As one of the American judges said, in deciding an early litigation over the invention of the telephone, a hundred years of Reis would not have given the world the telephonic art for public use. Many others after Reis tried to devise practical make-and-break telephones, and all failed; although their success would have rendered them very valuable as a means of fighting the Bell patent. But the method was a good starting-point, even if it did not indicate the real path. If Reis had been willing to experiment with his apparatus so that it did not makeand-break, he would probably have been the true father of the telephone, besides giving it the name by which it is known. It was not necessary to slam the gate open and shut. All that was required was to keep the gate closed, and rattle the latch softly. Incidentally it may be noted that Edison in experimenting with the Reis transmitter recognized at once the defect caused by the make-and-break action, and sought to keep the gap closed by the use, first, of one drop of water, and later of several drops. But the water decomposed, and the incurable defect was still there.
The Reis telephone was brought to America by Dr. P. H. Van der Weyde, a well-known physicist in his day, and was exhibited by him before a technical audience at Cooper Union, New York, in 1868, and described shortly after in the technical press. The apparatus attracted attention, and a set was secured by Prof. Joseph Henry for the Smithsonian Institution. There the famous philosopher showed and explained it to Alexander Graham Bell, when that young and persevering Scotch genius went to get help and data as to harmonic telegraphy, upon which he was working, and as to transmitting vocal sounds. Bell took up immediately and energetically the idea that his two predecessors had dropped--and reached the goal. In 1875 Bell, who as a student and teacher of vocal physiology had unusual qualifications for determining feasible methods of speech transmission, constructed his first pair of magneto telephones for such a purpose. In February of 1876 his first telephone patent was applied for, and in March it was issued. The first published account of the modern speaking telephone was a paper read by Bell before the American Academy of Arts and Sciences in Bos- ton in May of that year; while at the Centennial Exposition at Philadelphia the public first gained any familiarity with it. It was greeted at once with scientific acclaim and enthusiasm as a distinctly new and great invention, although at first it was regarded more as a scientific toy than as a commercially valuable device.
By an extraordinary coincidence, the very day that Bell's application for a patent went into the United States Patent Office, a caveat was filed there by Elisha Gray, of Chicago, covering the specific idea of transmitting speech and reproducing it in a telegraphic circuit "through an instrument capable of vibrating responsively to all the tones of the human voice, and by which they are rendered audible." Out of this incident arose a struggle and a controversy whose echoes are yet heard as to the legal and moral rights of the two inventors, the assertion even being made that one of the most important claims of Gray, that on a liquid battery transmitter, was surreptitiously "lifted" into the Bell application, then covering only the magneto telephone. It was also asserted that the filing of the Gray caveat antedated by a few hours the filing of the Bell application. All such issues when brought to the American courts were brushed aside, the Bell patent being broadly maintained in all its remarkable breadth and fullness, embracing an entire art; but Gray was embittered and chagrined, and to the last expressed his belief that the honor and glory should have been his. The path of Gray to the telephone was a natural one. A Quaker carpenter who studied five years at Oberlin College, he took up electrical invention, and brought out many ingenious devices in rapid succession in the telegraphic field, including the now universal needle annunciator for hotels, etc., the useful telautograph, automatic self-adjusting relays, private-line printers --leading up to his famous "harmonic" system. This was based upon the principle that a sound produced in the presence of a reed or tuning-fork responding to the sound, and acting as the armature of a magnet in a closed circuit, would, by induction, set up electric impulses in the circuit and cause a distant magnet having a similarly tuned armature to produce the same tone or note. He also found that over the same wire at the same time another series of impulses corresponding to another note could be sent through the agency of a second set of magnets without in any way interfering with the first series of impulses. Building the principle into apparatus, with a keyboard and vibrating "reeds" before his magnets, Doctor Gray was able not only to transmit music by his harmonic telegraph, but went so far as to send nine different telegraph messages at the same instant, each set of instruments depending on its selective note, while any intermediate office could pick up the message for itself by simply tuning its relays to the keynote required. Theoretically the system could be split up into any number of notes and semi-tones. Practically it served as the basis of some real telegraphic work, but is not now in use. Any one can realize, however, that it did not take so acute and ingenious a mind very long to push forward to the telephone, as a dangerous competitor with Bell, who had also, like Edison, been working assiduously in the field of acoustic and multiple telegraphs. Seen in the retrospect, the struggle for the goal at this moment was one of the memorable incidents in electrical history.
Among the interesting papers filed at the Orange Laboratory is a lithograph, the size of an ordinary patent drawing, headed "First Telephone on Record." The claim thus made goes back to the period when all was war, and when dispute was hot and rife as to the actual invention of the telephone. The device shown, made by Edison in 1875, was actually included in a caveat filed January 14, 1876, a month before Bell or Gray. It shows a little solenoid arrangement, with one end of the plunger attached to the diaphragm of a speaking or resonating chamber. Edison states that while the device is crudely capable of use as a magneto telephone, he did not invent it for transmitting speech, but as an apparatus for analyzing the complex waves arising from various sounds. It was made in pursuance of his investigations into the subject of harmonic telegraphs. He did not try the effect of sound-waves produced by the human voice until Bell came forward a few months later; but he found then that this device, made in 1875, was capable of use as a telephone. In his testimony and public utterances Edison has always given Bell credit for the discovery of the transmission of articulate speech by talking against a diaphragm placed in front of an electromagnet; but it is only proper here to note, in passing, the curious fact that he had actually produced a device that COULD talk, prior to 1876, and was therefore very close to Bell, who took the one great step further. A strong characterization of the value and importance of the work done by Edison in the development of the carbon transmitter will be found in the decision of Judge Brown in the United States Circuit Court of Appeals, sitting in Boston, on February 27, 1901, declaring void the famous Berliner patent of the Bell telephone system.[5]
[5] See Federal Reporter, vol. 109, p. 976 et seq.Bell's patent of 1876 was of an all-embracing character, which only the make-and-break principle, if practical, could have escaped. It was pointed out in the patent that Bell discovered the great principle that electrical undulations induced by the vibrations of a current produced by sound-waves can be represented graphically by the same sinusoidal curve that expresses the original sound vibrations themselves; or, in other words, that a curve representing sound vibrations will correspond precisely to a curve representing electric impulses produced or generated by those identical sound vibrations--as, for example, when the latter impinge upon a diaphragm acting as an armature of an electromagnet, and which by movement to and fro sets up the electric impulses by induction. To speak plainly, the electric impulses correspond in form and character to the sound vibration which they represent. This reduced to a patent "claim" governed the art as firmly as a papal bull for centuries enabled Spain to hold the Western world. The language of the claim is: "The method of and apparatus for transmitting vocal or other sounds telegraphically as herein described, by causing electrical undulations similar in form to the vibrations of the air accompanying the said vocal or other sounds substantially as set forth." It was a long time, however, before the inclusive nature of this grant over every possible telephone was understood or recognized, and litigation for and against the patent lasted during its entire life. At the outset, the commercial value of the telephone was little appreciated by the public, and Bell had the greatest difficulty in securing capital; but among far-sighted inventors there was an immediate "rush to the gold fields." Bell's first apparatus was poor, the results being described by himself as "unsatisfactory and discouraging," which was almost as true of the devices he exhibited at the Philadelphia Centennial. The new-comers, like Edison, Berliner, Blake, Hughes, Gray, Dolbear, and others, brought a wealth of ideas, a fund of mechanical ingenuity, and an inventive ability which soon made the telephone one of the most notable gains of the century, and one of the most valuable additions to human resources. The work that Edison did was, as usual, marked by infinite variety of method as well as by the power to seize on the one needed element of practical success. Every one of the six million telephones in use in the United States, and of the other millions in use through out the world, bears the imprint of his genius, as at one time the instruments bore his stamped name. For years his name was branded on every Bell telephone set, and his patents were a mainstay of what has been popularly called the "Bell monopoly." Speaking of his own efforts in this field, Mr. Edison says:
"In 1876 I started again to experiment for the Western Union and Mr. Orton. This time it was the telephone. Bell invented the first telephone, which consisted of the present receiver, used both as a transmitter and a receiver (the magneto type). It was attempted to introduce it commercially, but it failed on account of its faintness and the extraneous sounds which came in on its wires from various causes. Mr. Orton wanted me to take hold of it and make it commercial. As I had also been working on a telegraph system employing tuning-forks, simultaneously with both Bell and Gray, I was pretty familiar with the subject. I started in, and soon produced the carbon transmitter, which is now universally used.
"Tests were made between New York and Philadelphia, also between New York and Washington, using regular Western Union wires. The noises were so great that not a word could be heard with the Bell receiver when used as a transmitter between New York and Newark, New Jersey. Mr. Orton and W. K. Vanderbilt and the board of directors witnessed and took part in the tests. The Western Union then put them on private lines. Mr. Theodore Puskas, of Budapest, Hungary, was the first man to suggest a telephone exchange, and soon after exchanges were established. The telephone department was put in the hands of Hamilton McK. Twombly, Vanderbilt's ablest son-in-law, who made a success of it. The Bell company, of Boston, also started an exchange, and the fight was on, the Western Union pirating the Bell receiver, and the Boston company pirating the Western Union transmitter. About this time I wanted to be taken care of. I threw out hints of this desire. Then Mr. Orton sent for me. He had learned that inventors didn't do business by the regular process, and concluded he would close it right up. He asked me how much I wanted. I had made up my mind it was certainly worth $25,000, if it ever amounted to anything for central-station work, so that was the sum I had in mind to stick to and get--obstinately. Still it had been an easy job, and only required a few months, and I felt a little shaky and uncertain. So I asked him to make me an offer. He promptly said he would give me $100,000. `All right,' I said. `It is yours on one condition, and that is that you do not pay it all at once, but pay me at the rate of $6000 per year for seventeen years'--the life of the patent. He seemed only too pleased to do this, and it was closed. My ambition was about four times too large for my business capacity, and I knew that I would soon spend this money experimenting if I got it all at once, so I fixed it that I couldn't. I saved seventeen years of worry by this stroke."
Thus modestly is told the debut of Edison in the telephone art, to which with his carbon transmitter he gave the valuable principle of varying the resistance of the transmitting circuit with changes in the pressure, as well as the vital practice of using the induction coil as a means of increasing the effective length of the talking circuit. Without these, modern telephony would not and could not exist.[6] But Edison, in telephonic work, as in other directions, was remarkably fertile and prolific. His first inventions in the art, made in 1875-76, continue through many later years, including all kinds of carbon instruments
--the water telephone, electrostatic telephone, condenser telephone, chemical telephone, various magneto telephones, inertia telephone, mercury telephone, voltaic pile telephone, musical transmitter, and the electromotograph. All were actually made and tested.
[6] Briefly stated, the essential difference between Bell's telephone and Edison's is this: With the former the sound vibrations impinge upon a steel diaphragm arranged adjacent to the pole of a bar electromagnet, whereby the diaphragm acts as an armature, and by its vibrations induces very weak electric impulses in the magnetic coil. These impulses, according to Bell's theory, correspond in form to the sound-waves, and passing over the line energize the magnet coil at the receiving end, and by varying the magnetism cause the receiving diaphragm to be similarly vibrated to reproduce the sounds. A single apparatus is therefore used at each end, performing the double function of transmitter and receiver. With Edison's telephone a closed circuit is used on which is constantly flowing a battery current, and included in that circuit is a pair of electrodes, one or both of which is of carbon. These electrodes are always in contact with a certain initial pressure, so that current will be always flowing over the circuit. One of the electrodes is connected with the diaphragm on which the sound-waves impinge, and the vibration of this diaphragm causes the pressure between the electrodes to be correspondingly varied, and thereby effects a variation in the current, resulting in the production of impulses which actuate the receiving magnet. In other words, with Bell's telephone the sound-waves themselves generate the electric impulses, which are hence extremely faint. With the Edison telephone, the sound-waves actuate an electric valve, so to speak, and permit variations in a current of any desired strength.
A second distinction between the two telephones is this: With the Bell apparatus the very weak electric impulses generated by the vibration of the transmitting diaphragm pass over the entire line to the receiving end, and in consequence the permissible length of line is limited to a few miles under ideal conditions. With Edison's telephone the battery current does not flow on the main line, but passes through the primary circuit of an induction coil, by which corresponding impulses of enormously higher potential are sent out on the main line to the receiving end. In consequence, the line may be hundreds of miles in length. No modern telephone system in use to-day lacks these characteristic features--the varying resistance and the induction coil.
The principle of the electromotograph was utilized by Edison in more ways than one, first of all in telegraphy at this juncture. The well-known Page patent, which had lingered in the Patent Office for years, had just been issued, and was considered a formidable weapon. It related to the use of a retractile spring to withdraw the armature lever from the magnet of a telegraph or other relay or sounder, and thus controlled the art of telegraphy, except in simple circuits. "There was no known way," remarks Edison, "whereby this patent could be evaded, and its possessor would eventually control the use of what is known as the relay and sounder, and this was vital to telegraphy. Gould was pounding the Western Union on the Stock Exchange, disturbing its railroad contracts, and, being advised by his lawyers that this patent was of great value, bought it. The moment Mr. Orton heard this he sent for me and explained the situation, and wanted me to go to work immediately and see if I couldn't evade it or discover some other means that could be used in case Gould sustained the patent. It seemed a pretty hard job, because there was no known means of moving a lever at the other end of a telegraph wire except by the use of a magnet. I said I would go at it that night. In experimenting some years previously, I had discovered a very peculiar phenomenon, and that was that if a piece of metal connected to a battery was rubbed over a moistened piece of chalk resting on a metal connected to the other pole, when the current passed the friction was greatly diminished. When the current was reversed the friction was greatly increased over what it was when no current was passing. Remembering this, I substituted a piece of chalk rotated by a small electric motor for the magnet, and connecting a sounder to a metallic finger resting on the chalk, the combination claim of Page was made worthless. A hitherto unknown means was introduced in the electric art. Two or three of the devices were made and tested by the company's expert. Mr. Orton, after he had me sign the patent application and got it in the Patent Office, wanted to settle for it at once. He asked my price. Again I said: `Make me an offer.' Again he named $100,000. I accepted, providing he would pay it at the rate of $6000 a year for seventeen years. This was done, and thus, with the telephone money, I received $12,000 yearly for that period from the Western Union Telegraph Company."
A year or two later the motograph cropped up again in Edison's work in a curious manner. The telephone was being developed in England, and Edison had made arrangements with Colonel Gouraud, his old associate in the automatic telegraph, to represent his interests. A company was formed, a large number of instruments were made and sent to Gouraud in London, and prospects were bright. Then there came a threat of litigation from the owners of the Bell patent, and Gouraud found he could not push the enterprise unless he could avoid using what was asserted to be an infringement of the Bell receiver. He cabled for help to Edison, who sent back word telling him to hold the fort. "I had recourse again," says Edison, "to the phenomenon discovered by me years previous, that the friction of a rubbing electrode passing over a moist chalk surface was varied by electricity. I devised a telephone receiver which was afterward known as the `loud-speaking telephone,' or `chalk receiver.' There was no magnet, simply a diaphragm and a cylinder of compressed chalk about the size of a thimble. A thin spring connected to the centre of the diaphragm extended outwardly and rested on the chalk cylinder, and was pressed against it with a pressure equal to that which would be due to a weight of about six pounds. The chalk was rotated by hand. The volume of sound was very great. A person talking into the carbon transmitter in New York had his voice so amplified that he could be heard one thousand feet away in an open field at Menlo Park. This great excess of power was due to the fact that the latter came from the person turning the handle. The voice, instead of furnishing all the power as with the present receiver, merely controlled the power, just as an engineer working a valve would control a powerful engine.
"I made six of these receivers and sent them in charge of an expert on the first steamer. They were welcomed and tested, and shortly afterward I shipped a hundred more. At the same time I was ordered to send twenty young men, after teaching them to become expert. I set up an exchange, around the laboratory, of ten instruments. I would then go out and get each one out of order in every conceivable way, cutting the wires of one, short-circuiting another, destroying the adjustment of a third, putting dirt between the electrodes of a fourth, and so on. A man would be sent to each to find out the trouble. When he could find the trouble ten consecutive times, using five minutes each, he was sent to London. About sixty men were sifted to get twenty. Before all had arrived, the Bell company there, seeing we could not be stopped, entered into negotiations for consolidation. One day I received a cable from Gouraud offering `30,000' for my interest. I cabled back I would accept. When the draft came I was astonished to find it was for L30,000. I had thought it was dollars."
In regard to this singular and happy conclusion, Edison makes some interesting comments as to the attitude of the courts toward inventors, and the difference between American and English courts. "The men I sent over were used to establish telephone exchanges all over the Continent, and some of them became wealthy. It was among this crowd in London that Bernard Shaw was employed before he became famous. The chalk telephone was finally discarded in favor of the Bell receiver--the latter being more simple and cheaper. Extensive litigation with new-comers followed. My carbon-transmitter patent was sustained, and preserved the monopoly of the telephone in England for many years. Bell's patent was not sustained by the courts. Sir Richard Webster, now ChiefJustice of England, was my counsel, and sustained all of my patents in England for many years. Webster has a marvellous capacity for understanding things scientific; and his address before the courts was lucidity itself. His brain is highly organized. My experience with the legal fraternity is that scientific subjects are distasteful to them, and it is rare in this country, on account of the system of trying patent suits, for a judge really to reach the meat of the controversy, and inventors scarcely ever get a decision squarely and entirely in their favor. The fault rests, in my judgment, almost wholly with the system under which testimony to the extent of thousands of pages bearing on all conceivable subjects, many of them having no possible connection with the invention in dispute, is presented to an over- worked judge in an hour or two of argument supported by several hundred pages of briefs; and the judge is supposed to extract some essence of justice from this mass of conflicting, blind, and misleading statements. It is a human impossibility, no matter how able and fair-minded the judge may be. In England the case is different. There the judges are face to face with the experts and other witnesses. They get the testimony first-hand and only so much as they need, and there are no long-winded briefs and arguments, and the case is decided then and there, a few months perhaps after suit is brought, instead of many years afterward, as in this country. And in England, when a case is once finally decided it is settled for the whole country, while here it is not so. Here a patent having once been sustained, say, in Boston, may have to be litigated all over again in New York, and again in Philadelphia, and so on for all the Federal circuits. Furthermore, it seems to me that scientific disputes should be decided by some court containing at least one or two scientific men-- men capable of comprehending the significance of an invention and the difficulties of its accomplishment --if justice is ever to be given to an inventor. And I think, also, that this court should have the power to summon before it and examine any recognized expert in the special art, who might be able to testify to FACTS for or against the patent, instead of trying to gather the truth from the tedious essays of hired experts, whose depositions are really nothing but sworn arguments. The real gist of patent suits is generally very simple, and I have no doubt that any judge of fair intelligence, assisted by one or more scientific advisers, could in a couple of days at the most examine all the necessary witnesses; hear all the necessary arguments, and actually decide an ordinary patent suit in a way that would more nearly be just, than can now be done at an expenditure of a hundred times as much money and months and years of preparation. And I have no doubt that the time taken by the court would be enormously less, because if a judge attempts to read the bulky records and briefs, that work alone would require several days.
"Acting as judges, inventors would not be very apt to correctly decide a complicated law point; and on the other hand, it is hard to see how a lawyer can decide a complicated scientific point rightly. Some inventors complain of our Patent Office, but my own experience with the Patent Office is that the examiners are fair-minded and intelligent, and when they refuse a patent they are generally right; but I think the whole trouble lies with the system in vogue in the Federal courts for trying patent suits, and in the fact, which cannot be disputed, that the Federal judges, with but few exceptions, do not comprehend complicated scientific questions. To secure uniformity in the several Federal circuits and correct errors, it has been proposed to establish a central court of patent appeals in Washington. This I believe in; but this court should also contain at least two scientific men, who would not be blind to the sophistry of paid experts.[7] Men whose inventions would have created wealth of millions have been ruined and prevented from making any money whereby they could continue their careers as creators of wealth for the general good, just because the experts befuddled the judge by their misleading statements."
[7] As an illustration of the perplexing nature of expert evidence in patent cases, the reader will probably be interested in perusing the following extracts from the opinion of Judge Dayton, in the suit of Bryce Bros. Co. vs. Seneca Glass Co., tried in the United States Circuit Court, Northern District of West Virginia, reported in The Federal Reporter, 140, page 161:
"On this subject of the validity of this patent, a vast amount of conflicting, technical, perplexing, and almost hypercritical discussion and opinion has been indulged, both in the testimony and in the able and exhaustive arguments and briefs of counsel. Expert Osborn for defendant, after setting forth minutely his superior qualifications mechanical education, and great experience, takes up in detail the patent claims, and shows to his own entire satisfaction that none of them are new; that all of them have been applied, under one form or another, in some twenty- two previous patents, and in two other machines, not patented, to-wit, the Central Glass and Kuny Kahbel ones; that the whole machine is only `an aggregation of well-known mechanical elements that any skilled designer would bring to his use in the construction of such a machine.' This certainly, under ordinary conditions, would settle the matter beyond peradventure; for this witness is a very wise and learned man in these things, and very positive. But expert Clarke appears for the plaintiff, and after setting forth just as minutely his super