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From cave paintings to the quill pen - how ink, paper and pens were all were invented.
Ancient writing instruments - From left to right: quills, bamboo, pen sharpeners, fountain pens, pencils, brushes.
The history of writing instruments by which humans have recorded and conveyed thoughts, feelings and grocery lists, is the history of civilization itself. This is how we know the story of us, by the drawings, signs and words we have recorded. The cave man's first inventions were the hunting club (not the auto security device) and the handy sharpened-stone, the all-purpose skinning and killing tool. The latter was adapted into the first writing instrument. The cave man scratched pictures with the sharpened-stone tool onto the walls of his cave dwelling. The cave drawings represented events in daily life such as the planting of crops or hunting victories. With time, the record-keepers developed systematized symbols from their drawings. These symbols represented words and sentences, but were easier and faster to draw and universally recognized for meaning. The discovery of clay made portable records possible (you can't carry a cave wall around with you).
Early merchants used clay tokens with pictographs to record the quantities of materials traded or shipped. These tokens date back to about 8,500 B.C. With the high volume of and the repetition inherent in record keeping, pictographs evolved and slowly lost their picture detail. They became abstract-figures representing sounds in spoken communication. The alphabet replaced pictographs between 1700 and 1500 B.C. in the Sinaitic world. The current Hebrew alphabet and writing became popular around 600 B.C. About 400 B.C. the Greek alphabet was developed. Greek was the first script written from left to right. From Greek followed the Byzantine and the Roman (later Latin) writings. In the beginning, all writing systems had only uppercase letters, when the writing instruments were refined enough for detailed faces, lowercase was used as well (around 600 A.D.) The earliest means of writing that approached pen and paper as we know them today was developed by the Greeks. They employed a writing stylus, made of metal, bone or ivory, to place marks upon wax-coated tablets.
The tablets made in hinged pairs, closed to protect the scribe's notes. The first examples of handwriting (purely text messages made by hand) originated in Greece. The Grecian scholar, Cadmus invented the written letter - text messages on paper sent from one individual to another. Writing was advancing beyond chiseling pictures into stone or wedging pictographs into wet clay. The Chinese invented and perfected 'Indian Ink'. Originally designed for blacking the surfaces of raised stone-carved hieroglyphics, the ink was a mixture of soot from pine smoke and lamp oil mixed with the gelatin of donkey skin and musk. The ink invented by the Chinese philosopher, Tien-Lcheu (2697 B.C.), became common by the year 1200 B.C. Other cultures developed inks using the natural dyes and colors derived from berries, plants and minerals. In early writings, different colored inks had ritual meaning attached to each color. The invention of inks paralleled the introduction of paper.
The early Egyptians, Romans, Greeks and Hebrews, used papyrus and parchment papers. One of the oldest pieces of writing on papyrus known to us today is the Egyptian "Prisse Papyrus" which dates back to 2000 B.C. The Romans created a reed-pen perfect for parchment and ink, from the hollow tubular-stems of marsh grasses, especially from the jointed bamboo plant. They converted bamboo stems into a primitive form of fountain pen. They cut one end into the form of a pen nib or point. A writing fluid or ink filled the stem, squeezing the reed forced fluid to the nib. By 400 A.D. a stable form of ink developed, a composite of iron-salts, nutgalls and gum, the basic formula, which was to remain in use for centuries. Its color when first applied to paper was a bluish-black, rapidly turning into a darker black and then over the years fading to the familiar dull brown color commonly seen in old documents. Wood-fiber paper was invented in China in 105 A.D. but it only became known about (due to Chinese secrecy) in Japan around 700 A.D. and brought to Spain by the Arabs in 711 A.D.
Paper was not widely used throughout Europe until paper mills were built in the late 14th century. The writing instrument that dominated for the longest period in history (over one-thousand years) was the quill pen. Introduced around 700 A.D., the quill is a pen made from a bird feather. The strongest quills were those taken from living birds in the spring from the five outer left wing feathers. The left wing was favored because the feathers curved outward and away when used by a right-handed writer. Goose feathers were most common; swan feathers were of a premium grade being scarcer and more expensive.
For making fine lines, crow feathers were the best, and then came the feathers of the eagle, owl, hawk and turkey. Quill pens lasted for only a week before it was necessary to replace them. There were other disadvantages associated with their use, including a lengthy preparation time. The early European writing parchments made from animal skins, required much scraping and cleaning. A lead and a ruler made margins. To sharpen the quill, the writer needed a special knife (origins of the term "pen-knife".) Beneath the writer's high-top desk was a coal stove, used to dry the ink as fast as possible. Plant-fiber paper became the primary medium for writing after another dramatic invention took place: Johannes Gutenberg invented the printing press with replaceable wooden or metal letters in 1436.
Simpler kinds of printing e.g. stamps with names, used much earlier in China, did not find their way to Europe. During the centuries, many newer printing technologies were developed based on Gutenberg's printing machine e.g. offset printing. Articles written by hand had resembled printed letters until scholars began to change the form of writing, using capitals and small letters, writing with more of a slant and connecting letters. Gradually writing became more suitable to the speed the new writing instruments permitted. The credit of inventing Italian 'running hand' or cursive handwriting with its Roman capitals and small letters, goes to Aldus Manutius of Venice, who departed from the old set forms in 1495 A.D. By the end of the 16th century, the old Roman capitals and Greek letterforms transformed into the twenty-six alphabet letters we know today, both for upper and lower-case letters. When writers had both better inks and paper, and handwriting had developed into both an art form and an everyday occurrence, man's inventive nature once again turned to improving the writing instrument, leading to the development of the modern fountain pen.
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The History of the Fountain Pen
Lewis Waterman patented the first practical fountain pen in 1884. Writing instruments designed to carry their own supply of ink had existed in principle for over one hundred years before Waterman's patent. For example, the oldest known fountain pen that has survived today was designed by a Frenchmen named M. Bion and dated 1702. Peregrin Williamson, a Baltimore shoemaker, received the first American patent for a pen in 1809. John Scheffer received a British patent in 1819 for his half quill, half metal pen that he attempted to mass manufacture. John Jacob Parker patented the first self-filling fountain pen in 1831. However, early fountain pen models were plagued by ink spills and other failures that left them impractical and hard to sell.
The fountain pen's design came after a thousand years of using quill-pens. Early inventors observed the apparent natural ink reserve found in the hollow channel of a bird's feather and tried to produce a similar effect, with a man-made pen that would hold more ink and not require constant dipping into the ink well. However, a feather is not a pen, only a natural object modified to suit man's needs. Filling a long thin reservoir made of hard rubber with ink and sticking a metal 'nib' at the bottom was not enough to produce a smooth writing instrument. Lewis Waterman, an insurance salesman, was inspired to improve the early fountain pen designs after destroying a valuable sales contract with leaky-pen ink. Lewis Waterman's idea was to add an air hole in the nib and three grooves inside the feed mechanism. A mechanism is composed of three main parts. The nib, which has the contact with the paper.
The feed or black part under the nib controls the ink flow from the reservoir to the nib. The round barrel that holds the nib and feed on the writing end protects the ink reservoir internally (this is the part that you grip while writing). All pens contain an internal reservoir for ink. The different ways that reservoirs filled proved to be one of the most competitive areas in the pen industry. The earliest 19th century pens used an eyedropper; by 1915, most pens had switched to having a self-filling soft and flexible rubber sac as an ink reservoir. To refill these pens, the reservoirs were squeezed flat by an internal plate, then the pen's nib was inserted into a bottle of ink and the pressure on the internal plate was released so that the ink sac would fill up drawing in a fresh supply of ink.
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Several different patents issued for the self-filling fountain pen design:
- The Button Filler: Patented in 1905 and first offered by the Parker Pen Co. in 1913 as an alternative to the eyedropper method. An external button connected to the internal pressure plate that flattened the ink sac when pressed.
- Lever Filler: Walter Sheaffer patented the lever filler in 1908. The W.A. Sheaffer Pen Company of Fort Madison, Iowa introduced it in 1912. An external lever depressed the flexible ink sac. The lever fitted flush with the barrel of the pen when it was not in use. The lever filler became the winning design for the next forty years, the button filler coming in second. ·
- Click Filler: First called the crescent filler, Roy Conklin of Toledo commercially produced the first one.A later design by Parker Pen Co. used the name click filler. When two protruding tabs on the outside of the pen pressed, the ink sac deflated. The tabs would make a clicking sound when the sac was full.
- Matchstick Filler: Introduced around 1910 by the Weidlich Company. A small rod mounted on the pen or a common matchstick depressed the internal pressure plate through a hole in the side of the barrel.
- Coin Filler: Developed by Lewis Waterman in an attempt to compete with the winning lever filler patent belonging to Sheaffer. A slot in the barrel of the pen enabled a coin to deflate the internal pressure plate, a similar idea to the matchstick filler. There are nine standard nib-sizes, with three different nib-tip cuts: straight, oblique and italic. The early inks caused steel nibs to quickly corrode and gold nibs held up to the corrosion. Iridium used on the very tip of the nib replaced gold because gold was too soft. Most owners had their initials engraved on the clip.
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Lever Filler Pen |
It took about four months to break in a new writing instrument since the nib was designed to flex as pressure was put on it (allowing the writer to vary the width of the writing lines) each nib wore down accommodating to each owner's own writing style. People did not tend to loan their fountain pens to anyone for that reason. The ink cartridge introduced around 1950 was a disposable, pre-filled plastic or glass cartridges designed for clean and easy insertion. They were an immediate success. The introduction of the ballpoints, however, overshadowed the invention of the cartridge and dried up business for the fountain pen industry. Fountain pens sell today as a classic writing instrument and the original pens have become very hot collectibles.
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The Battle of the Ballpoint Pens
"No man was more foolish when he had not a pen in his hand, or more wise when he had" - Samuel Johnson.
A Hungarian journalist named Laszlo Biro invented the first ballpoint pen in 1938. Biro had noticed that the type of ink used in newspaper printing dried quickly, leaving the paper dry and smudge-free. He decided to create a pen using the same type of ink. The thicker ink would not flow from a regular pen nib and Biro had to devise a new type of point. He did so by fitting his pen with a tiny ball bearing in its tip. As the pen moved along the paper, the ball rotated picking up ink from the ink cartridge and leaving it on the paper. This principle of the ballpoint pen actually dates back to an 1888 patent owned by John J. Loud for a product to mark leather. However, this patent was commercially unexploited. Laszlo Biro first patented his pen in 1938, and applied for a fresh patent in Argentina on June 10, 1943. (Laszlo Biro and his brother Georg Biro emigrated to Argentina in 1940.) The British Government bought the licensing rights to this patent for the war effort.
The British Royal Air Force needed a new type of pen, one that would not leak at higher altitudes in fighter planes as the fountain pen did. Their successful performance for the Air Force brought the Biro pens into the limelight. Laszlo Biro had neglected to get a U.S. patent for his pen and so even with the ending of World War II, another battle was just beginning. |
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Historical Outline - The Battle of Ballpoint Pens
The first pen-writing instrument was the quill pen dipped into dark paint. There became a need to lengthen the time between dips, eliminate splatter, eliminate smearing and improve pen handling.
- Early 1800s: The first designs for pens that could hold their own ink patented.
- 1884: L.E. Waterman, a New York City insurance salesman, designed the first workable fountain pen, the fountain pen becomes the predominant writing instrument for the next sixty years. Four fountain pen manufactures dominate the market: Parker, Sheaffer, Waterman and Wahl-Eversharp.
- 1938: Invention of a ballpoint pen by two Hungarian inventors, Laszlo Biro and George Biro. The brothers both worked on the pen and applied for patents in 1938 and 1940. The new-formed Eterpen Company in Argentina commercialized the Biro pen. The press hailed the success of this writing tool because it could write for a year without refilling.
- May 1945: Eversharp Co. teams up with Eberhard-Faber to acquire the exclusive rights to Biro Pens of Argentina. The pen re-branded the "Eversharp CA" which stood for Capillary Action. Released to the press months in advance of public sales.
- · June, 1945 Less than a month after Eversharp/Eberhard close the deal with Eterpen, Chicago businessman, Milton Reynolds visits Buenos Aires. While in a store, he sees the Biro pen and recognizes the pen's sales potential. He buys a few pens as samples. Reynolds returns to America and starts the Reynolds International Pen Company, ignoring Eversharp's patent rights.
- October 29, 1945: Reynolds copies the product in four months and sells his product Reynold's Rocket at Gimbel's department store in New York City. Reynolds' imitation beats Eversharp to market. Reynolds' pen is immediately successful: Priced at $12.50, $100,000 worth sold the first day on the market.
- December, 1945: Britain was not far behind with the first ballpoint pens available to the public sold at Christmas by the Miles-Martin Pen Company.
The Ballpoint Pen Becomes a Fad
Ballpoint pens guaranteed to write for two years without refilling, claimed to be smear proof. Reynolds advertised it as the pen "to write under water." Eversharp sued Reynolds for copying the design it had acquired legally. The previous 1888 patent by John Loud would have invalidated everyone's claims. However, no one knew that at the time. Sales skyrocketed for both competitors. Nevertheless, the Reynolds' pen leaked, skipped and often failed to write. Eversharp's pen did not live up to its own advertisements. A very high volume of pen returns occurred for both Eversharp and Reynolds. The ballpoint pen fad ended - due to consumer unhappiness.
- 1948: Frequent price wars, poor quality products, and heavy advertising costs hurt each side. Sales did a nosedive. The original asking price of $12.50 dropped to less than 50 cents per pen.
- 1950: The French Baron called Bich, drops the h and starts BIC and starts selling pens.
- 1951: The ballpoint pen dies a consumer death. Fountain pens are number one again. Reynolds folds.
- January, 1954: Parker Pens introduces its first ballpoint pen, the Jotter. The Jotter wrote five times longer than the Eversharp or Reynolds pens. It had a variety of point sizes, a rotating cartridge and large-capacity ink refills. Best of all, it worked. Parker sold 3.5 million Jotters @ $2.95 to $8.75 in less then one year.
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