Wednesday, September 4, 2013

Early life

Alexander Bell was born in Edinburgh, Scotland on March 3, 1847.[10] The family home was at 16 South Charlotte Street, and has a stone inscription, marking it as Alexander Graham Bell's birthplace. He had two brothers: Melville James Bell (1845–70) and Edward Charles Bell (1848–67). Both of his brothers died of tuberculosis.[11] His father was Professor Alexander Melville Bell, and his mother was Eliza Grace (née Symonds).[N 6] Although he was born "Alexander", at age 10, he made a plea to his father to have a middle name like his two brothers.[12][N 7] For his 11th birthday, his father acquiesced and allowed him to adopt the middle name "Graham", chosen out of admiration for Alexander Graham, a Canadian being treated by his father and boarder who had become a family friend.[13] To close relatives and friends he remained "Aleck" which his father continued to call him into later life.[14]

First invention

As a child, young Alexander displayed a natural curiosity about his world, resulting in gathering botanical specimens as well as experimenting even at an early age. His best friend was Ben Herdman, a neighbor whose family operated a flour mill, the scene of many forays. Young Aleck asked what needed to be done at the mill. He was told wheat had to be dehusked through a laborious process and at the age of 12, Bell built a homemade device that combined rotating paddles with sets of nail brushes, creating a simple dehusking machine that was put into operation and used steadily for a number of years.[15] In return, John Herdman gave both boys the run of a small workshop in which to "invent".[15]
From his early years, Bell showed a sensitive nature and a talent for art, poetry and music that was encouraged by his mother. With no formal training, he mastered the piano and became the family's pianist.[16] Despite being normally quiet and introspective, he reveled in mimicry and "voice tricks" akin to ventriloquism that continually entertained family guests during their occasional visits.[16] Bell was also deeply affected by his mother's gradual deafness, (she began to lose her hearing when he was 12) and learned a manual finger language so he could sit at her side and tap out silently the conversations swirling around the family parlour.[17] He also developed a technique of speaking in clear, modulated tones directly into his mother's forehead wherein she would hear him with reasonable clarity.[18] Bell's preoccupation with his mother's deafness led him to study acoustics.
His family was long associated with the teaching of elocution: his grandfather, Alexander Bell, in London, his uncle in Dublin, and his father, in Edinburgh, were all elocutionists. His father published a variety of works on the subject, several of which are still well known, especially his The Standard Elocutionist (1860),[16] which appeared in Edinburgh in 1868. The Standard Elocutionist appeared in 168 British editions and sold over a quarter of a million copies in the United States alone. In this treatise, his father explains his methods of how to instruct deaf-mutes (as they were then known) to articulate words and read other people's lip movements to decipher meaning. Aleck's father taught him and his brothers not only to write Visible Speech but to identify any symbol and its accompanying sound.[19] Aleck became so proficient that he became a part of his father's public demonstrations and astounded audiences with his abilities. He could decipher Visible Speech representing virtually every language, including Latin, Scottish Gaelic and even Sanskrit, accurately reciting written tracts without any prior knowledge of their pronunciation.[19]

Education

As a young child, Bell, like his brothers, received his early schooling at home from his father. At an early age, however, he was enrolled at the Royal High School, Edinburgh, Scotland, which he left at age 15, completing only the first four forms.[20] His school record was undistinguished, marked by absenteeism and lacklustre grades. His main interest remained in the sciences, especially biology, while he treated other school subjects with indifference, to the dismay of his demanding father.[21] Upon leaving school, Bell travelled to London to live with his grandfather, Alexander Bell. During the year he spent with his grandfather, a love of learning was born, with long hours spent in serious discussion and study. The elder Bell took great efforts to have his young pupil learn to speak clearly and with conviction, the attributes that his pupil would need to become a teacher himself.[22] At age 16, Bell secured a position as a "pupil-teacher" of elocution and music, in Weston House Academy, at Elgin, Moray, Scotland. Although he was enrolled as a student in Latin and Greek, he instructed classes himself in return for board and £10 per session.[23] The following year, he attended the University of Edinburgh; joining his older brother Melville who had enrolled there the previous year. In 1868, not long before he departed for Canada with his family, Aleck completed his matriculation exams and was accepted for admission to the University of London.[24]

First experiments with sound

Bell's father encouraged Aleck's interest in speech and, in 1863, took his sons to see a unique automaton, developed by Sir Charles Wheatstone based on the earlier work of Baron Wolfgang von Kempelen.[25] The rudimentary "mechanical man" simulated a human voice. Aleck was fascinated by the machine and after he obtained a copy of von Kempelen's book, published in German, and had laboriously translated it, he and his older brother Melville built their own automaton head. Their father, highly interested in their project, offered to pay for any supplies and spurred the boys on with the enticement of a "big prize" if they were successful.[25] While his brother constructed the throat and larynx, Aleck tackled the more difficult task of recreating a realistic skull. His efforts resulted in a remarkably lifelike head that could "speak", albeit only a few words.[25] The boys would carefully adjust the "lips" and when a bellows forced air through the windpipe, a very recognizable "Mama" ensued, to the delight of neighbors who came to see the Bell invention.[26]
Intrigued by the results of the automaton, Bell continued to experiment with a live subject, the family's Skye Terrier, "Trouve".[27] After he taught it to growl continuously, Aleck would reach into its mouth and manipulate the dog's lips and vocal cords to produce a crude-sounding "Ow ah oo ga ma ma". With little convincing, visitors believed his dog could articulate "How are you grandma?" More indicative of his playful nature, his experiments convinced onlookers that they saw a "talking dog".[28] However, these initial forays into experimentation with sound led Bell to undertake his first serious work on the transmission of sound, using tuning forks to explore resonance.
At the age of 19, he wrote a report on his work and sent it to philologist Alexander Ellis, a colleague of his father (who would later be portrayed as Professor Henry Higgins in Pygmalion).[28] Ellis immediately wrote back indicating that the experiments were similar to existing work in Germany, and also lent Aleck a copy of Hermann von Helmholtz's work, The Sensations of Tone as a Physiological Basis for the Theory of Music.[29]
Dismayed to find that groundbreaking work had already been undertaken by Helmholtz who had conveyed vowel sounds by means of a similar tuning fork "contraption", he pored over the German scientist's book. Working from his own errant mistranslation of a French edition,[30] Aleck fortuitously then made a deduction that would be the underpinning of all his future work on transmitting sound, reporting: "Without knowing much about the subject, it seemed to me that if vowel sounds could be produced by electrical means, so could consonants, so could articulate speech." He also later remarked: "I thought that Helmholtz had done it ... and that my failure was due only to my ignorance of electricity. It was a valuable blunder ... If I had been able to read German in those days, I might never have commenced my experiments!"[31][32][33][N 8]

Family tragedy

In 1865, when the Bell family moved to London,[34] Bell returned to Weston House as an assistant master and, in his spare hours, continued experiments on sound using a minimum of laboratory equipment. Bell concentrated on experimenting with electricity to convey sound and later installed a telegraph wire from his room in Somerset College to that of a friend.[35] Throughout late 1867, his health faltered mainly through exhaustion. His younger brother, Edward "Ted," was similarly bed-ridden, suffering from tuberculosis. While Bell recovered (by then referring to himself in correspondence as "A.G. Bell") and served the next year as an instructor at Somerset College, Bath, England, his brother's condition deteriorated. Edward would never recover. Upon his brother's death, Bell returned home in 1867. His older brother Melville had married and moved out. With aspirations to obtain a degree at the University College London, Bell considered his next years as preparation for the degree examinations, devoting his spare time at his family's residence to studying.
Helping his father in Visible Speech demonstrations and lectures brought Bell to Susanna E. Hull's private school for the deaf in South Kensington, London. His first two pupils were "deaf mute" girls who made remarkable progress under his tutelage. While his older brother seemed to achieve success on many fronts including opening his own elocution school, applying for a patent on an invention, and starting a family, Bell continued as a teacher. However, in May 1870, Melville died from complications due to tuberculosis, causing a family crisis. His father had also suffered a debilitating illness earlier in life and had been restored to health by a convalescence in Newfoundland. Bell's parents embarked upon a long-planned move when they realized that their remaining son was also sickly. Acting decisively, Alexander Melville Bell asked Bell to arrange for the sale of all the family property,[36][N 9] conclude all of his brother's affairs (Bell took over his last student, curing a pronounced lisp),[37] and join his father and mother in setting out for the "New World".[38] Reluctantly, Bell also had to conclude a relationship with Marie Eccleston, who, he had surmised, was not prepared to leave England with him.[38]

Canada

In 1870, at age 23, Bell, his brother's widow, Caroline (Margaret Ottaway),[39] and his parents travelled on the SS Nestorian to Canada.[40] After landing at Quebec City, the Bells boarded a train to Montreal and later to Paris, Ontario, to stay with the Reverend Thomas Henderson, a family friend. After a brief stay with the Hendersons, the Bell family purchased a farm of 10.5 acres (42,000 m2) at Tutelo Heights (now called Tutela Heights), near Brantford, Ontario. The property consisted of an orchard, large farm house, stable, pigsty, hen-house and a carriage house, which bordered the Grand River.[41][N 10]
At the homestead, Bell set up his own workshop in the converted carriage house[43] near to what he called his "dreaming place", a large hollow nestled in trees at the back of the property above the river.[44] Despite his frail condition upon arriving in Canada, Bell found the climate and environs to his liking, and rapidly improved.[45][N 11] He continued his interest in the study of the human voice and when he discovered the Six Nations Reserve across the river at Onondaga, he learned the Mohawk language and translated its unwritten vocabulary into Visible Speech symbols. For his work, Bell was awarded the title of Honorary Chief and participated in a ceremony where he donned a Mohawk headdress and danced traditional dances.[46][N 12]
After setting up his workshop, Bell continued experiments based on Helmholtz's work with electricity and sound.[43] He also modified a melodeon (a type of pump organ) so that it could transmit its music electrically over a distance.[47] Once the family was settled in, both Bell and his father made plans to establish a teaching practice and in 1871, he accompanied his father to Montreal, where Melville was offered a position to teach his System of Visible Speech.

Work with the deaf

Bell's father was invited by Sarah Fuller, principal of the Boston School for Deaf Mutes (which continues today as the public Horace Mann School for the Deaf),[48] in Boston, Massachusetts, to introduce the Visible Speech System by providing training for Fuller's instructors, but he declined the post, in favor of his son. Traveling to Boston in April 1871, Bell proved successful in training the school's instructors.[49] He was subsequently asked to repeat the program at the American Asylum for Deaf-mutes in Hartford, Connecticut, and the Clarke School for the Deaf in Northampton, Massachusetts.
Returning home to Brantford after six months abroad, Bell continued his experiments with his "harmonic telegraph".[50][N 13] The basic concept behind his device was that messages could be sent through a single wire if each message was transmitted at a different pitch, but work on both the transmitter and receiver was needed.[51] Unsure of his future, he first contemplated returning to London to complete his studies, but decided to return to Boston as a teacher.[52] His father helped him set up his private practice by contacting Gardiner Greene Hubbard, the president of the Clarke School for the Deaf for a recommendation. Teaching his father's system, in October 1872 Alexander Bell opened his "School of Vocal Physiology and Mechanics of Speech" in Boston, which attracted a large number of deaf pupils with his first class numbering 30 students.[53][54] While he was working as a private tutor, one of his most famous pupils was Helen Keller, who came to him as a young child unable to see, hear, or speak. She was later to say that Bell dedicated his life to the penetration of that "inhuman silence which separates and estranges."[55]
Several influential people of the time, including Bell, viewed deafness as something that ought to be eradicated, and also believed that with resources and effort they could teach the deaf to speak and avoid the use of sign language, thus enabling their integration within the wider society from which many were often being excluded.[56] However in several schools children were mistreated, for example by having their hands tied behind their backs so they could not communicate by signing—the only language they knew—in order to force them to attempt oral communication. Due to his efforts to suppress the teaching of sign language, Bell is often viewed negatively by those embracing deaf culture.[57]

Continuing experimentation

In the following year, Bell became professor of Vocal Physiology and Elocution at the Boston University School of Oratory. During this period, he alternated between Boston and Brantford, spending summers in his Canadian home. At Boston University, Bell was "swept up" by the excitement engendered by the many scientists and inventors residing in the city. He continued his research in sound and endeavored to find a way to transmit musical notes and articulate speech, but although absorbed by his experiments, he found it difficult to devote enough time to experimentation. While days and evenings were occupied by his teaching and private classes, Bell began to stay awake late into the night, running experiment after experiment in rented facilities at his boarding house. Keeping up "night owl" hours, he worried that his work would be discovered and took great pains to lock up his notebooks and laboratory equipment. Bell had a specially made table where he could place his notes and equipment inside a locking cover.[58] Worse still, his health deteriorated as he suffered severe headaches.[51] Returning to Boston in fall 1873, Bell made a fateful decision to concentrate on his experiments in sound.
Deciding to give up his lucrative private Boston practice, Bell only retained two students, six-year old "Georgie" Sanders, deaf from birth and 15-year old Mabel Hubbard. Each pupil would serve to play an important role in the next developments. George's father, Thomas Sanders, a wealthy businessman, offered Bell a place to stay at nearby Salem with Georgie's grandmother, complete with a room to "experiment". Although the offer was made by George's mother and followed the year-long arrangement in 1872 where her son and his nurse had moved to quarters next to Bell's boarding house, it was clear that Mr. Sanders was backing the proposal. The arrangement was for teacher and student to continue their work together with free room and board thrown in.[59] Mabel was a bright, attractive girl who was ten years his junior but became the object of Bell's affection. Losing her hearing after a near-fatal bout of scarlet fever close to her fifth birthday,[60][61][N 14] she had learned to read lips but her father, Gardiner Greene Hubbard, Bell's benefactor and personal friend, wanted her to work directly with her teacher.[62]

Telephone

By 1874, Bell's initial work on the harmonic telegraph had entered a formative stage with progress it made both at his new Boston "laboratory" (a rented facility) as well as at his family home in Canada a big success.[N 15] While working that summer in Brantford, Bell experimented with a "phonautograph", a pen-like machine that could draw shapes of sound waves on smoked glass by tracing their vibrations. Bell thought it might be possible to generate undulating electrical currents that corresponded to sound waves.[63] Bell also thought that multiple metal reeds tuned to different frequencies like a harp would be able to convert the undulating currents back into sound. But he had no working model to demonstrate the feasibility of these ideas.[64]
In 1874, telegraph message traffic was rapidly expanding and in the words of Western Union President William Orton, had become "the nervous system of commerce". Orton had contracted with inventors Thomas Edison and Elisha Gray to find a way to send multiple telegraph messages on each telegraph line to avoid the great cost of constructing new lines.[65] When Bell mentioned to Gardiner Hubbard and Thomas Sanders that he was working on a method of sending multiple tones on a telegraph wire using a multi-reed device, the two wealthy patrons began to financially support Bell's experiments.[66] Patent matters would be handled by Hubbard's patent attorney, Anthony Pollok.[67]
In March 1875, Bell and Pollok visited the famous scientist Joseph Henry, who was then director of the Smithsonian Institution, and asked Henry's advice on the electrical multi-reed apparatus that Bell hoped would transmit the human voice by telegraph. Henry replied that Bell had "the germ of a great invention". When Bell said that he did not have the necessary knowledge, Henry replied, "Get it!" That declaration greatly encouraged Bell to keep trying, even though he did not have the equipment needed to continue his experiments, nor the ability to create a working model of his ideas. However, a chance meeting in 1874 between Bell and Thomas A. Watson, an experienced electrical designer and mechanic at the electrical machine shop of Charles Williams, changed all that.
With financial support from Sanders and Hubbard, Bell hired Thomas Watson as his assistant,[N 16] and the two of them experimented with acoustic telegraphy. On June 2, 1875, Watson accidentally plucked one of the reeds and Bell, at the receiving end of the wire, heard the overtones of the reed; overtones that would be necessary for transmitting speech. That demonstrated to Bell that only one reed or armature was necessary, not multiple reeds. This led to the "gallows" sound-powered telephone, which could transmit indistinct, voice-like sounds, but not clear speech.

The race to the patent office

In 1875, Bell developed an acoustic telegraph and drew up a patent application for it. Since he had agreed to share U.S. profits with his investors Gardiner Hubbard and Thomas Sanders, Bell requested that an associate in Ontario, George Brown, attempt to patent it in Britain, instructing his lawyers to apply for a patent in the U.S. only after they received word from Britain (Britain would issue patents only for discoveries not previously patented elsewhere).[70]

Alexander Graham Bell's telephone patent[71] drawing, March 7, 1876.
Meanwhile, Elisha Gray was also experimenting with acoustic telegraphy and thought of a way to transmit speech using a water transmitter. On February 14, 1876, Gray filed a caveat with the U.S. Patent Office for a telephone design that used a water transmitter. That same morning, Bell's lawyer filed Bell's application with the patent office. There is considerable debate about who arrived first and Gray later challenged the primacy of Bell's patent. Bell was in Boston on February 14 and did not arrive in Washington until February 26.
Bell's patent 174,465, was issued to Bell on March 7, 1876, by the U.S. Patent Office. Bell's patent covered "the method of, and apparatus for, transmitting vocal or other sounds telegraphically ... by causing electrical undulations, similar in form to the vibrations of the air accompanying the said vocal or other sound"[72] [N 17] Bell returned to Boston the same day and the next day resumed work, drawing in his notebook a diagram similar to that in Gray's patent caveat.
On March 10, 1876, three days after his patent was issued, Bell succeeded in getting his telephone to work, using a liquid transmitter similar to Gray's design. Vibration of the diaphragm caused a needle to vibrate in the water, varying the electrical resistance in the circuit. When Bell spoke the famous sentence "Mr Watson—Come here—I want to see you" into the liquid transmitter,[73] Watson, listening at the receiving end in an adjoining room, heard the words clearly.[74]
Although Bell was, and still is, accused of stealing the telephone from Gray,[75] Bell used Gray's water transmitter design only after Bell's patent was granted and only as a proof of concept scientific experiment[76] to prove to his own satisfaction that intelligible "articulate speech" (Bell's words) could be electrically transmitted.[77] After March 1876, Bell focused on improving the electromagnetic telephone and never used Gray's liquid transmitter in public demonstrations or commercial use.[78]
The question of priority for the variable resistance feature of the telephone was raised by the Examiner before he approved Bell's patent application. He told Bell that his claim for the variable resistance feature was also described in Gray's caveat. Bell pointed to a variable resistance device in Bell's previous application in which Bell described a cup of mercury, not water. Bell had filed the mercury application at the patent office a year earlier on February 25, 1875, long before Elisha Gray described the water device. In addition, Gray abandoned his caveat, and because Gray did not contest Bell's priority, the Examiner approved Bell's patent on March 3, 1876. Gray had reinvented the variable resistance telephone, but Bell was the first to write down the idea and the first to test it in a telephone.[79]
The patent examiner, Zenas Fisk Wilber, later stated in a sworn affidavit that he was an alcoholic who was much in debt to Bell's lawyer, Marcellus Bailey, with whom he had served in the Civil War. He claimed he showed Gray's patent caveat to Bailey. Wilber also claimed (after Bell arrived in Washington D.C. from Boston) that he showed Gray's caveat to Bell and that Bell paid him $100. Bell claimed they discussed the patent only in general terms, although in a letter to Gray, Bell admitted that he learned some of the technical details. Bell denied in a sworn affidavit that he ever gave Wilber any money.[80]

Later developments

Continuing his experiments in Brantford, Bell brought home a working model of his telephone. On August 3, 1876, from the telegraph office in Mount Pleasant five miles (8 km) away from Brantford, Bell sent a tentative telegram indicating that he was ready. With curious onlookers packed into the office as witnesses, faint voices were heard replying. The following night, he amazed guests as well as his family when a message was received at the Bell home from Brantford, four miles (six km) distant along an improvised wire strung up along telegraph lines and fences, and laid through a tunnel. This time, guests at the household distinctly heard people in Brantford reading and singing. These experiments clearly proved that the telephone could work over long distances.[81]

Bell at the opening of the long-distance line from New York to Chicago in 1892.
Bell and his partners, Hubbard and Sanders, offered to sell the patent outright to Western Union for $100,000. The president of Western Union balked, countering that the telephone was nothing but a toy. Two years later, he told colleagues that if he could get the patent for $25 million he would consider it a bargain. By then, the Bell company no longer wanted to sell the patent.[82] Bell's investors would become millionaires while he fared well from residuals and at one point had assets of nearly one million dollars.[83]
Bell began a series of public demonstrations and lectures to introduce the new invention to the scientific community as well as the general public. A short time later, his demonstration of an early telephone prototype at the 1876 Centennial Exposition in Philadelphia brought the telephone to international attention.[84] Influential visitors to the exhibition included Emperor Pedro II of Brazil. Later Bell had the opportunity to demonstrate the invention personally to Sir William Thomson (later, Lord Kelvin), a renowned Scottish scientist, as well as to Queen Victoria who had requested a private audience at Osborne House, her Isle of Wight home. She called the demonstration "most extraordinary". The enthusiasm surrounding Bell's public displays laid the groundwork for universal acceptance of the revolutionary device.[85]
The Bell Telephone Company was created in 1877, and by 1886, more than 150,000 people in the U.S. owned telephones. Bell company engineers made numerous other improvements to the telephone, which emerged as one of the most successful products ever. In 1879, the Bell company acquired Edison's patents for the carbon microphone from Western Union. This made the telephone practical for longer distances and it was no longer necessary to shout to be heard at the receiving telephone.
In January 1915, Bell made the first ceremonial transcontinental telephone call. Calling from the AT&T head office at 15 Dey Street in New York City, Bell was heard by Thomas Watson at 333 Grant Avenue in San Francisco. The New York Times reported:
On October 9, 1876, Alexander Graham Bell and Thomas A. Watson talked by telephone to each other over a two-mile wire stretched between Cambridge and Boston. It was the first wire conversation ever held. Yesterday afternoon [on January 25, 1915] the same two men talked by telephone to each other over a 3,400-mile wire between New York and San Francisco. Dr. Bell, the veteran inventor of the telephone, was in New York, and Mr. Watson, his former associate, was on the other side of the continent. They heard each other much more distinctly than they did in their first talk thirty-eight years ago.[86]

Competitors

As is sometimes common in scientific discoveries, simultaneous developments can occur, as evidenced by a number of inventors who were at work on the telephone.[6] Over a period of 18 years, the Bell Telephone Company faced 587 court challenges to its patents, including five that went to the U.S. Supreme Court,[87] but none was successful in establishing priority over the original Bell patent[88][89] and the Bell Telephone Company never lost a case that had proceeded to a final trial stage.[88] Bell's laboratory notes and family letters were the key to establishing a long lineage to his experiments.[88] The Bell company lawyers successfully fought off myriad lawsuits generated initially around the challenges by Elisha Gray and Amos Dolbear. In personal correspondence to Bell, both Gray and Dolbear had acknowledged his prior work, which considerably weakened their later claims.[90]
On January 13, 1887, the U,S. Government moved to annul the patent issued to Bell on the grounds of fraud and misrepresentation. After a series of decisions and reversals, the Bell company won a decision in the Supreme Court, though a couple of the original claims from the lower court cases were left undecided.[91][92] By the time that the trial wound its way through nine years of legal battles, the U.S. prosecuting attorney had died and the two Bell patents (No. 174,465 and dated March 7, 1876 and No. 186,787 dated January 30, 1877) were no longer in effect, although the presiding judges agreed to continue the proceedings due to the case's importance as a "precedent". With a change in administration and charges of conflict of interest (on both sides) arising from the original trial, the US Attorney General dropped the lawsuit on November 30, 1897 leaving several issues undecided on the merits.[93]
During a deposition filed for the 1887 trial, Italian inventor Antonio Meucci also claimed to have created the first working model of a telephone in Italy in 1834. In 1886, in the first of three cases in which he was involved, Meucci took the stand as a witness in the hopes of establishing his invention's priority. Meucci's evidence in this case was disputed due to a lack of material evidence for his inventions as his working models were purportedly lost at the laboratory of American District Telegraph (ADT) of New York, which was later incorporated as a subsidiary of Western Union in 1901.[94][95] Meucci's work, like many other inventors of the period, was based on earlier acoustic principles and despite evidence of earlier experiments, the final case involving Meucci was eventually dropped upon Meucci's death.[96] However, due to the efforts of Congressman Vito Fossella, the U.S. House of Representatives on June 11, 2002 stated that Meucci's "work in the invention of the telephone should be acknowledged", even though this did not put an end to a still contentious issue.[97][98] [N 18][99] Some modern scholars do not agree with the claims that Bell's work on the telephone was influenced by Meucci's inventions.[100] [N 19]
The value of the Bell patent was acknowledged throughout the world, and patent applications were made in most major countries, but when Bell had delayed the German patent application, the electrical firm of Siemens & Halske (S&H) managed to set up a rival manufacturer of Bell telephones under their own patent. The Siemens company produced near-identical copies of the Bell telephone without having to pay royalties.[101] The establishment of the International Bell Telephone Company in Brussels, Belgium in 1880, as well as a series of agreements in other countries eventually consolidated a global telephone operation. The strain put on Bell by his constant appearances in court, necessitated by the legal battles, eventually resulted in his resignation from the company.[102][N 20]

Family life


Alexander Graham Bell, his wife Mabel Gardiner Hubbard, and their daughters Elsie (left) and Marian ca. 1885
A three-story gray mansion, with an impressive covered front entrance
The Brodhead-Bell mansion, the Bell family residence in Washington, D.C., from 1882 to 1889.[103]
On July 11, 1877, a few days after the Bell Telephone Company was established, Bell married Mabel Hubbard (1857–1923) at the Hubbard estate in Cambridge, Massachusetts. His wedding present to his bride was to turn over 1,487 of his 1,497 shares in the newly formed Bell Telephone Company.[104] Shortly thereafter, the newlyweds embarked on a year-long honeymoon in Europe. During that excursion, Alec took a handmade model of his telephone with him, making it a "working holiday". The courtship had begun years earlier; however, Alexander waited until he was more financially secure before marrying. Although the telephone appeared to be an "instant" success, it was not initially a profitable venture and Bell's main sources of income were from lectures until after 1897.[105] One unusual request exacted by his fiancée was that he use "Alec" rather than the family's earlier familiar name of "Aleck". From 1876, he would sign his name "Alec Bell".[106][N 21] They had four children: Elsie May Bell (1878–1964) who married Gilbert Grosvenor of National Geographic fame,[N 22][N 23][N 24] [N 25] Marian Hubbard Bell (1880–1962) who was referred to as "Daisy",[107][N 26] and two sons who died in infancy (Edward in 1881 and Robert in 1883). The Bell family home was in Cambridge, Massachusetts, until 1880 when Bell's father-in-law bought a house in Washington, D.C., and later in 1882 bought a home in the same city for Bell's family, so that they could be with him while he attended to the numerous court cases involving patent disputes.[109]
Bell was a British subject throughout his early life in Scotland and later in Canada until 1882, when he became a naturalized citizen of the United States. In 1915, he characterized his status as: "I am not one of those hyphenated Americans who claim allegiance to two countries."[110] Despite this declaration, Bell has been proudly claimed as a "native son" by all three countries he resided in: the United States, Canada and the United Kingdom.[111]
By 1885, a new summer retreat was contemplated. That summer, the Bells had a vacation on Cape Breton Island in Nova Scotia, spending time at the small village of Baddeck.[112] Returning in 1886, Bell started building an estate on a point across from Baddeck, overlooking Bras d'Or Lake.[113] By 1889, a large house, christened The Lodge was completed and two years later, a larger complex of buildings, including a new laboratory,[112] were begun that the Bells would name Beinn Bhreagh (Gaelic: beautiful mountain) after Alec's ancestral Scottish highlands.[114] [N 27]Bell would spend his final, and some of his most productive, years in residence in both Washington, D.C., where he and his family initially resided for most of the year, and at Beinn Bhreagh.[115]
Until the end of his life, Bell and his family would alternate between the two homes, but Beinn Bhreagh would, over the next 30 years, become more than a summer home as Bell became so absorbed in his experiments that his annual stays lengthened. Both Mabel and Alec became immersed in the Baddeck community and were accepted by the villagers as "their own".[112][N 28] The Bells were still in residence at Beinn Bhreagh when the Halifax Explosion occurred on December 6, 1917. Mabel and Alec mobilized the community to help victims in Halifax.[116]

Later inventions


Alexander Graham Bell in his later years.
Although Alexander Graham Bell is most often associated with the invention of the telephone, his interests were extremely varied. According to one of his biographers, Charlotte Gray, Bell's work ranged "unfettered across the scientific landscape" and he often went to bed voraciously reading the Encyclopædia Britannica, scouring it for new areas of interest.[117] The range of Bell's inventive genius is represented only in part by the 18 patents granted in his name alone and the 12 he shared with his collaborators. These included 14 for the telephone and telegraph, four for the photophone, one for the phonograph, five for aerial vehicles, four for "hydroairplanes" and two for selenium cells. Bell's inventions spanned a wide range of interests and included a metal jacket to assist in breathing, the audiometer to detect minor hearing problems, a device to locate icebergs, investigations on how to separate salt from seawater, and work on finding alternative fuels.
Bell worked extensively in medical research and invented techniques for teaching speech to the deaf. During his Volta Laboratory period, Bell and his associates considered impressing a magnetic field on a record as a means of reproducing sound. Although the trio briefly experimented with the concept, they could not develop a workable prototype. They abandoned the idea, never realizing they had glimpsed a basic principle which would one day find its application in the tape recorder, the hard disc and floppy disc drive and other magnetic media.
Bell's own home used a primitive form of air conditioning, in which fans blew currents of air across great blocks of ice. He also anticipated modern concerns with fuel shortages and industrial pollution. Methane gas, he reasoned, could be produced from the waste of farms and factories. At his Canadian estate in Nova Scotia, he experimented with composting toilets and devices to capture water from the atmosphere. In a magazine interview published shortly before his death, he reflected on the possibility of using solar panels to heat houses.

Photophone


Photophone receiver, one half of Bell's wireless optical communication system
Bell and his assistant Charles Sumner Tainter jointly invented a wireless telephone, named a photophone, which allowed for the transmission of both sounds and normal human conversations on a beam of light.[118][119] Both men later became full associates in the Volta Laboratory Association.
On June 21, 1880, Bell's assistant transmitted a wireless voice telephone message a considerable distance, from the roof of the Franklin School in Washington, D.C., to Bell at the window of his laboratory, some 213 metres (700 ft) away, 19 years before the first voice radio transmissions.[108][120][121][122]
Bell believed the photophone's principles were his life's "greatest achievement", telling a reporter shortly before his death that the photophone was "the greatest invention [I have] ever made, greater than the telephone".[123] The photophone was a precursor to the fiber-optic communication systems which achieved popular worldwide usage in the 1980s.[124][125] Its master patent was issued in December 1880, many decades before the photophone's principles came into popular use.

Metal detector

Bell's voice, from a Volta Laboratory recording in 1885. Restored by the Smithsonian in 2013.
Bell is also credited with the invention of the metal detector in 1881. The device was quickly put together in an attempt to find the bullet in the body of U.S. President James Garfield. According to some accounts, the metal detector worked flawlessly in tests but did not find the assassin's bullet partly because the metal bed frame on which the President was lying disturbed the instrument, resulting in static.[126] The president's surgeons, who were skeptical of the device, ignored Bell's requests to move the president to a bed not fitted with metal springs.[126] Alternatively, although Bell had detected a slight sound on his first test, the bullet may have been lodged too deeply to be detected by the crude apparatus.[126]
Bell's own detailed account, presented to the American Association for the Advancement of Science in 1882, differs in several particulars from most of the many and varied versions now in circulation, most notably by concluding that extraneous metal was not to blame for failure to locate the bullet. Perplexed by the peculiar results he had obtained during an examination of Garfield, Bell "...proceeded to the Executive Mansion the next morning...to ascertain from the surgeons whether they were perfectly sure that all metal had been removed from the neighborhood of the bed. It was then recollected that underneath the horse-hair mattress on which the President lay was another mattress composed of steel wires. Upon obtaining a duplicate, the mattress was found to consist of a sort of net of woven steel wires, with large meshes. The extent of the [area that produced a response from the detector] having been so small, as compared with the area of the bed, it seemed reasonable to conclude that the steel mattress had produced no detrimental effect." In a footnote, Bell adds that "The death of President Garfield and the subsequent post-mortem examination, however, proved that the bullet was at too great a distance from the surface to have affected our apparatus."[127]

Hydrofoils


Bell HD-4 on a test run ca. 1919
The March 1906 Scientific American article by American pioneer William E. Meacham explained the basic principle of hydrofoils and hydroplanes. Bell considered the invention of the hydroplane as a very significant achievement. Based on information gained from that article he began to sketch concepts of what is now called a hydrofoil boat. Bell and assistant Frederick W. "Casey" Baldwin began hydrofoil experimentation in the summer of 1908 as a possible aid to airplane takeoff from water. Baldwin studied the work of the Italian inventor Enrico Forlanini and began testing models. This led him and Bell to the development of practical hydrofoil watercraft.
During his world tour of 1910–11, Bell and Baldwin met with Forlanini in France. They had rides in the Forlanini hydrofoil boat over Lake Maggiore. Baldwin described it as being as smooth as flying. On returning to Baddeck, a number of initial concepts were built as experimental models, including the Dhonnas Beag, the first self-propelled Bell-Baldwin hydrofoil.[128] The experimental boats were essentially proof-of-concept prototypes that culminated in the more substantial HD-4, powered by Renault engines. A top speed of 54 miles per hour (87 km/h) was achieved, with the hydrofoil exhibiting rapid acceleration, good stability and steering along with the ability to take waves without difficulty.[129] In 1913, Dr. Bell hired Walter Pinaud, a Sydney yacht designer and builder as well as the proprietor of Pinaud's Yacht Yard in Westmount, Nova Scotia to work on the pontoons of the HD-4. Pinaud soon took over the boatyard at Bell Laboratories on Beinn Bhreagh, Bell's estate near Baddeck, Nova Scotia. Pinaud's experience in boat-building enabled him to make useful design changes to the HD-4. After the First World War, work began again on the HD-4. Bell's report to the U.S. Navy permitted him to obtain two 350 horsepower (260 kW) engines in July 1919. On September 9, 1919, the HD-4 set a world marine speed record of 70.86 miles per hour (114.04 km/h),[130] a record which stood for ten years.

Aeronautics


AEA Silver Dart ca. 1909
In 1891, Bell had begun experiments to develop motor-powered heavier-than-air aircraft. The AEA was first formed as Bell shared the vision to fly with his wife, who advised him to seek "young" help as Alexander was at the graceful age of 60.
In 1898, Bell experimented with tetrahedral box kites and wings constructed of multiple compound tetrahedral kites covered in maroon silk.[N 29] The tetrahedral wings were named Cygnet I, II and III, and were flown both unmanned and manned (Cygnet I crashed during a flight carrying Selfridge) in the period from 1907–1912. Some of Bell's kites are on display at the Alexander Graham Bell National Historic Site.[132]
Bell was a supporter of aerospace engineering research through the Aerial Experiment Association (AEA), officially formed at Baddeck, Nova Scotia, in October 1907 at the suggestion of his wife Mabel and with her financial support after the sale of some of her real estate.[133] The AEA was headed by Bell and the founding members were four young men: American Glenn H. Curtiss, a motorcycle manufacturer at the time and who held the title "world's fastest man", having ridden his self-constructed motor bicycle around in the shortest time, and who was later awarded the Scientific American Trophy for the first official one-kilometre flight in the Western hemisphere, and who later became a world-renowned airplane manufacturer; Lieutenant Thomas Selfridge, an official observer from the U.S. Federal government and the only person in the army who believed aviation was the future; Frederick W. Baldwin, the first Canadian and first British subject to pilot a public flight in Hammondsport, New York, and J.A.D. McCurdy —Baldwin and McCurdy being new engineering graduates from the University of Toronto.[134]
The AEA's work progressed to heavier-than-air machines, applying their knowledge of kites to gliders. Moving to Hammondsport, the group then designed and built the Red Wing, framed in bamboo and covered in red silk and powered by a small air-cooled engine.[135] On March 12, 1908, over Keuka Lake, the biplane lifted off on the first public flight in North America.[N 30] [N 31] The innovations that were incorporated into this design included a cockpit enclosure and tail rudder (later variations on the original design would add ailerons as a means of control). One of the AEA's inventions, a practical wingtip form of the aileron, was to become a standard component on all aircraft. [N 32] The White Wing and June Bug were to follow and by the end of 1908, over 150 flights without mishap had been accomplished. However, the AEA had depleted its initial reserves and only a $15,000 grant from Mrs. Bell allowed it to continue with experiments.[136]
Their final aircraft design, the Silver Dart embodied all of the advancements found in the earlier machines. On February 23, 1909, Bell was present as the Silver Dart flown by J.A.D. McCurdy from the frozen ice of Bras d'Or, made the first aircraft flight in Canada.[137] Bell had worried that the flight was too dangerous and had arranged for a doctor to be on hand. With the successful flight, the AEA disbanded and the Silver Dart would revert to Baldwin and McCurdy who began the Canadian Aerodrome Company and would later demonstrate the aircraft to the Canadian Army.[138]

Eugenics

Bell was connected with the eugenics movement in the United States. In his lecture Memoir upon the formation of a deaf variety of the human race presented to the National Academy of Sciences on November 13, 1883 he noted that congenitally deaf parents were more likely to produce deaf children and tentatively suggested that couples where both parties were deaf should not marry.[139] However, it was his hobby of livestock breeding which led to his appointment to biologist David Starr Jordan's Committee on Eugenics, under the auspices of the American Breeders Association. The committee unequivocally extended the principle to man.[140] From 1912 until 1918 he was the chairman of the board of scientific advisers to the Eugenics Record Office associated with Cold Spring Harbor Laboratory in New York, and regularly attended meetings. In 1921, he was the honorary president of the Second International Congress of Eugenics held under the auspices of the American Museum of Natural History in New York. Organisations such as these advocated passing laws (with success in some states) that established the compulsory sterilization of people deemed to be, as Bell called them, a "defective variety of the human race". By the late 1930s, about half the states in the U.S. had eugenics laws, and California's compulsory sterilization law was used as a model for that of Nazi Germany.[141]

Legacy and honors


Bell statue by A.E. Cleeve Horne, similar in style to the Lincoln Memorial, in the front portico of the Bell Telephone Building of Brantford, Ontario, The Telephone City.[N 33] (Courtesy: Brantford Heritage Inventory, City of Brantford, Ontario, Canada)
Honors and tributes flowed to Bell in increasing numbers as his most famous invention became ubiquitous and his personal fame grew. Bell received numerous honorary degrees from colleges and universities, to the point that the requests almost became burdensome.[144] During his life he also received dozens of major awards, medals and other tributes. These included statuary monuments to both him and the new form of communication his telephone created, notably the Bell Telephone Memorial erected in his honor in Alexander Graham Bell Gardens in Brantford, Ontario, in 1917.[145]
A large number of Bell's writings, personal correspondence, notebooks, papers and other documents[146] reside at both the United States Library of Congress Manuscript Division (as the Alexander Graham Bell Family Papers), and at the Alexander Graham Bell Institute, Cape Breton University, Nova Scotia; major portions of which are available for online viewing.
A number of historic sites and other marks commemorate Bell in North America and Europe, including the first telephone companies of the United States and Canada. Among the major sites are:
In 1880, Bell received the Volta Prize with a purse of 50,000 francs (approximately US$250,000 in today's dollars[150]) for the invention of the telephone from the Académie française, representing the French government. Among the luminaries who judged were Victor Hugo and Alexandre Dumas. The Volta Prize was conceived by Napoleon Bonaparte in 1801, and named in honor of Alessandro Volta, with Bell receiving the third grand prize in its history.[151][152][153][154][155][156][157][158] Since Bell was becoming increasingly affluent, he used his prize money to create endowment funds (the 'Volta Fund') and institutions in and around the United States capital of Washington, D.C.. These included the prestigious 'Volta Laboratory Association' (1880), also known as the Volta Laboratory and as the 'Alexander Graham Bell Laboratory', and which eventually led to the Volta Bureau (1887) as a center for studies on deafness which is still in operation in Georgetown, Washington, D.C. The Volta Laboratory became an experimental facility devoted to scientific discovery, and the very next year it improved Edison's phonograph by substituting wax for tinfoil as the recording medium and incising the recording rather than indenting it, key upgrades that Edison himself later adopted.[159] The laboratory was also the site where he and his associate invented his "proudest achievement", "the photophone", the "optical telephone" which presaged fibre optical telecommunications, while the Volta Bureau would later evolve into the Alexander Graham Bell Association for the Deaf and Hard of Hearing (the AG Bell), a leading center for the research and pedagogy of deafness.
In partnership with Gardiner Hubbard, Bell helped establish the publication Science during the early 1880s. In 1888, Bell was one of the founding members of the National Geographic Society and became its second president (1897–1904), and also became a Regent of the Smithsonian Institution (1898–1922). The French government conferred on him the decoration of the Légion d'honneur (Legion of Honor); the Royal Society of Arts in London awarded him the Albert Medal in 1902; the University of Würzburg, Bavaria, granted him a PhD, and he was awarded the Franklin Institute's Elliott Cresson Medal in 1912. He was one of the founders of the American Institute of Electrical Engineers in 1884, and served as its president from 1891–92. Bell was later awarded the AIEE's Edison Medal in 1914 "For meritorious achievement in the invention of the telephone".[160]
The bel (B) and the smaller decibel (dB) are units of measurement of sound intensity invented by Bell Labs and named after him.[161] [N 34][162] Since 1976 the IEEE's Alexander Graham Bell Medal has been awarded to honor outstanding contributions in the field of telecommunications.

~ A.G. Bell issue of 1940 ~
In 1936 the US Patent Office declared Bell first on its list of the country's greatest inventors,[163] leading to the US Post Office issuing a commemorative stamp honoring Bell in 1940 as part of its 'Famous Americans Series'. The First Day of Issue ceremony was held on October 28 in Boston, Massachusetts, the city where Bell spent considerable time on research and working with the deaf. The Bell stamp became very popular and sold out in little time. The stamp became, and remains to this day, the most valuable one of the series.[164]
The 150th anniversary of Bell's birth in 1997 was marked by a special issue of commemorative £1 banknotes from the Royal Bank of Scotland. The illustrations on the reverse of the note include Bell's face in profile, his signature, and objects from Bell's life and career: users of the telephone over the ages; an audio wave signal; a diagram of a telephone receiver; geometric shapes from engineering structures; representations of sign language and the phonetic alphabet; the geese which helped him to understand flight; and the sheep which he studied to understand genetics.[165] Additionally, the Government of Canada honored Bell in 1997 with a C$100 gold coin, in tribute also to the 150th anniversary of his birth, and with a silver dollar coin in 2009 to honor of the 100th anniversary of flight in Canada. That first flight was made by an airplane designed under Dr. Bell's tutelage, named the Silver Dart.[166] Bell's image, and also those of his many inventions have graced paper money, coinage and postal stamps in numerous countries worldwide for many dozens of years.
Alexander Graham Bell was ranked 57th among the 100 Greatest Britons (2002) in an official BBC nationwide poll, and among the Top Ten Greatest Canadians (2004), and the 100 Greatest Americans (2005).[167][168] In 2006 Bell was also named as one of the 10 greatest Scottish scientists in history after having been listed in the National Library of Scotland's 'Scottish Science Hall of Fame'.[169] Bell's name is still widely known and used as part of the names of dozens of educational institutes, corporate namesakes, street and place names around the world.

Charles Babbage

Charles Babbage, FRS (26 December 1791 – 18 October 1871) was an English polymath.[1] He was a mathematician, philosopher, inventor and mechanical engineer, who is best remembered now for originating the concept of a programmable computer.
Considered a "father of the computer",[2] Babbage is credited with inventing the first mechanical computer that eventually led to more complex designs. His varied work in other fields has led him to be described as "pre-eminent" among the many polymaths of his century.[1]
Parts of Babbage's uncompleted mechanisms are on display in the London Science Museum. In 1991, a perfectly functioning difference engine was constructed from Babbage's original plans. Built to tolerances achievable in the 19th century, the success of the finished engine indicated that Babbage's machine would have worked.

Early life

Babbage's birthplace is disputed, but according to the Oxford Dictionary of National Biography he was most likely born at 44 Crosby Row, Walworth Road, London, England.[3] A blue plaque on the junction of Larcom Street and Walworth Road commemorates the event.[4]
His date of birth was given in his obituary in The Times as 26 December 1792; but then a nephew wrote to say that Babbage was born one year earlier, in 1791. The parish register of St. Mary's Newington, London, shows that Babbage was baptised on 6 January 1792, supporting a birth year of 1791.[5][6][7]

The Illustrated London News (4 November 1871).[8]
Babbage was one of four children of Benjamin Babbage and Betsy Plumleigh Teape. His father was a banking partner of William Praed in founding Praed's & Co. of Fleet Street, London, in 1801.[9] In 1808, the Babbage family moved into the old Rowdens house in East Teignmouth. Around the age of eight Babbage was sent to a country school in Alphington near Exeter to recover from a life-threatening fever. For a short time he attended King Edward VI Grammar School in Totnes, South Devon, but his health forced him back to private tutors for a time.[10]
Babbage then joined the 30-student Holmwood academy, in Baker Street, Enfield, Middlesex, under the Reverend Stephen Freeman. The academy had a library that prompted Babbage's love of mathematics. He studied with two more private tutors after leaving the academy. The first was a clergyman near Cambridge; through him Babbage encountered Charles Simeon and his evangelical followers, but the tuition was not what he needed.[11] He was brought home, to study at the Totnes school: this was at age 16 or 17.[12] The second was an Oxford tutor, under whom Babbage reached a level in Classics sufficient to be accepted by Cambridge.

At the University of Cambridge

Babbage arrived at Trinity College, Cambridge, in October 1810.[13] He was already self-taught in some parts of contemporary mathematics;[14] he had read in Robert Woodhouse, Joseph Louis Lagrange, and Marie Agnesi. As a result he was disappointed in the standard mathematical instruction available at Cambridge.[3]
Babbage, John Herschel, George Peacock, and several other friends formed the Analytical Society in 1812; they were also close to Edward Ryan.[15] As a student, Babbage was also a member of other societies such as The Ghost Club, concerned with investigating supernatural phenomena, and the Extractors Club, dedicated to liberating its members from the madhouse, should any be committed to one.[16][17]
In 1812 Babbage transferred to Peterhouse, Cambridge.[13] He was the top mathematician there, but did not graduate with honours. He instead received a degree without examination in 1814. He had defended a thesis that was considered blasphemous in the preliminary public disputation; but it is not known whether this fact is related to his not sitting the examination.[3]

After Cambridge

Considering only his reputation, Babbage quickly made progress. He lectured to the Royal Institution on astronomy in 1815, and was elected a Fellow of the Royal Society in 1816.[18] After graduation, on the other hand, he applied for positions unsuccessfully, and had little in the way of career. In 1816 he was a candidate for a teaching job at Haileybury College; he had recommendations from James Ivory and John Playfair, but lost out to Henry Walter.[19] In 1819, Babbage and Herschel visited Paris and the Society of Arcueil, meeting leading French mathematicians and physicists.[20] That year Babbage applied to be professor at the University of Edinburgh, with the recommendation of Pierre Simon Laplace; the post went to William Wallace.[21][22][23]
With Herschel, Babbage worked on the electrodynamics of Arago's rotations, publishing in 1825. Their explanations were only transitional, being picked up and broadened by Michael Faraday. The phenomena are now part of the theory of eddy currents, and Babbage and Herschel missed some of the clues to unification of electromagnetic theory, staying close to Ampère's force law.[24]
Babbage purchased the actuarial tables of George Barrett, who died in 1821 leaving unpublished work, and surveyed the field in 1826 in Comparative View of the Various Institutions for the Assurance of Lives.[25] This interest followed a project to set up an insurance company, prompted by Francis Baily and mooted in 1824, but not carried out.[26] Babbage did calculate actuarial tables for that scheme, using Equitable Society mortality data from 1762 onwards.[27]
During this whole period Babbage depended awkwardly on his father's support, given his father's attitude to his early marriage, of 1814: he and Edward Ryan wedded the Whitmore sisters. He made a home in Marylebone in London, and founded a large family.[28] On his father's death in 1827, Babbage inherited a large estate (value around £100,000), making him independently wealthy.[3] After his wife's death in the same year he spent time travelling. In Italy he met Leopold II, Grand Duke of Tuscany, foreshadowing a later visit to Piedmont.[18] In April 1828 he was in Rome, and relying on Herschel to manage the difference engine project, when he heard that he had become professor at Cambridge, a position he had three times failed to obtain (in 1820, 1823 and 1826).[29]

Astronomical Society

Babbage was instrumental in founding the Astronomical Society in 1820. Its initial aims were to reduce astronomical calculations to a more standard form, and to circulate data.[30] These directions were closely connected with Babbage's ideas on computation, and in 1824 he won its Gold Medal, cited "for his invention of an engine for calculating mathematical and astronomical tables".
Babbage's motivation to overcome errors in tables by mechanisation has been a commonplace since Dionysius Lardner wrote about it in 1834 in the Edinburgh Review (under Babbage's guidance).[31][32] The context of these developments is still debated. Babbage's own account of the origin of the difference engine begins with the Astronomical Society's wish to improve The Nautical Almanac. Babbage and Herschel were asked to oversee a trial project, to recalculate some part of those tables. With the results to hand, discrepancies were found. This was in 1821 or 1822, and was the occasion on which Babbage formulated his idea for mechanical computation.[33] The issue of the Nautical Almanac is now described as a legacy of a polarisation in British science caused by attitudes to Sir Joseph Banks, who had died in 1820.[34]

A portion of the difference engine
Babbage studied the requirements to establish a modern postal system, with his friend Thomas Frederick Colby, concluding there should be a uniform rate.[35] Colby was another of the founding group of the Society.[36] He was also in charge of the Survey of Ireland. Herschel and Babbage were present at a celebrated operation of that survey, the remeasuring of the Lough Foyle baseline.[37]

British Lagrangian School

The Analytical Society had initially been no more than an undergraduate provocation. During this period it had some more substantial achievements. In 1816 Babbage, Herschel and Peacock published a translation from French of the lectures of Sylvestre Lacroix, which was then the state-of-the-art calculus textbook.[38]
Reference to Lagrange in calculus terms marks out the application of what are now called formal power series. British mathematicians had used them from about 1730 to 1760. As re-introduced, they were not simply applied as notations in differential calculus. They opened up the fields of functional equations (including the difference equations fundamental to the difference engine) and operator (D-module) methods for differential equations. The analogy of difference and differential equations was notationally changing Δ to D, as a "finite" difference becomes "infinitesimal". These symbolic directions became popular, as operational calculus, and pushed to the point of diminishing returns. The Cauchy concept of limit was kept at bay.[39] Woodhouse had already founded this second "British Lagrangian School" with its treatment of Taylor series as formal.[40]
In this context function composition is complicated to express, because the chain rule is not simply applied to second and higher derivatives. This matter was known to Woodhouse by 1803, who took from Louis François Antoine Arbogast what is now called Faà di Bruno's formula (a misnomer). In essence it was known to Abraham De Moivre (1697). Herschel found the method impressive, Babbage knew of it, and it was later noted by Lovelace as compatible with the analytical engine.[41] In the period to 1820 Babbage worked intensively on functional equations in general, and resisted both conventional finite differences and Arbogast's approach (in which Δ and D were related by the simple additive case of the exponential map). But via Herschel he was influenced by Arbogast's ideas in the matter of iteration, i.e. composing a function with itself, possibly many times.[40] Writing in a major paper on functional equations in the Philosophical Transactions (1815/6), Babbage said his starting point was work of Gaspard Monge.[42]

Academic

From 1828 to 1839 Babbage was Lucasian Professor of Mathematics at Cambridge. Not a conventional resident don, and inattentive to teaching, he wrote three topical books during this period of his life. He was elected a Foreign Honorary Member of the American Academy of Arts and Sciences in 1832.[43]
Babbage was out of sympathy with colleagues: George Biddell Airy, his predecessor there, thought an issue should be made of his lack of interest in lecturing. Babbage planned to lecture in 1831 on political economy. Babbage's reforming direction looked to see university education more inclusive, universities doing more for research, a broader syllabus and more interest in applications; but William Whewell found the programme unacceptable. A controversy Babbage had with Richard Jones lasted for six years.[44] He never did give a lecture.[45]
It was during this period that Babbage tried to enter politics. Simon Schaffer writes that his views of the 1830s included disestablishment of the Church of England, a broader political franchise, and inclusion of manufacturers as stakeholders.[46] He twice stood for Parliament as a candidate for the borough of Finsbury. In 1832 he came in third among five candidates, missing out by some 500 votes in the two-member constituency when two other reformist candidates, Thomas Wakley and Christopher Temple, split the vote.[47][48] In his memoirs Babbage related how this election brought him the friendship of Samuel Rogers: his brother Henry Rogers wished to support Babbage again, but died within days.[49] In 1834 Babbage finished last among four.[50][51][52]

"Declinarians", learned societies and the BAAS

Babbage now emerged as a polemicist. One of his biographers notes that all his books contain a "campaigning element". His Reflections on the Decline of Science and some of its Causes (1830) stands out, however, for its sharp attacks. It aimed to improve British science, and more particularly to oust Davies Gilbert as President of the Royal Society, which Babbage wished to reform.[53] It was written out of pique, when Babbage hoped to become the junior secretary of the Royal Society, as Herschel was the senior, but failed because of his antagonism to Humphry Davy.[54] Michael Faraday had a reply written, by Gerrit Moll, as On the Alleged Decline of Science in England (1831).[55] On the front of the Royal Society Babbage had no impact, with the bland election of the Duke of Sussex to succeed Gilbert the same year. As a broad manifesto, on the other hand, his Decline led promptly to the formation in 1831 of the British Association for the Advancement of Science (BAAS).[55]
The Mechanics' Magazine in 1831 identified as Declinarians the followers of Babbage. In an unsympathetic tone it pointed out David Brewster writing in the Quarterly Review as another leader; with the barb that both Babbage and Brewster had received public money.[56]
In the debate of the period on statistics (qua data collection) and what is now statistical inference, the BAAS in its Statistical Section (which owed something also to Whewell) opted for data collection. This Section was the sixth, established in 1833 with Babbage as chairman and John Elliot Drinkwater as secretary. The foundation of the Statistical Society followed.[57][58][59] Babbage was its public face, backed by Richard Jones and Robert Malthus.[60]

On the Economy of Machinery and Manufactures


Babbage's notation for machine parts, explanation from On a method of expressing by signs the action of machinery (1827) of his "Mechanical Notation", invented for his own use in understanding the work on the difference engine, and an influence on the conception of the analytical engine[61]
Babbage published On the Economy of Machinery and Manufactures (1832), on the organisation of industrial production. It was an influential early work of operational research.[62] John Rennie the Younger in addressing the Institute of Civil Engineers on manufacturing in 1846 mentioned mostly surveys in encyclopedias, and Babbage's book was first an article in the Encyclopædia Metropolitana, the form in which Rennie noted it, in the company of related works by John Farey, Jr., Peter Barlow and Andrew Ure.[63] From An essay on the general principles which regulate the application of machinery to manufactures and the mechanical arts (1827), which became the Encyclopædia Metropolitana article of 1829, Babbage developed the schematic classification of machines that, combined with discussion of factories, made up the first part of the book. The second part considered the "domestic and political economy" of manufactures.[64]
The book sold well, and quickly went to a fourth edition (1836).[65] Babbage represented his work as largely a result of actual observations in factories, British and abroad. It was not, in its first edition, intended to address deeper questions of political economy; the second (late 1832) did, with three further chapters including one on piece rate.[66] The book also contained ideas on rational design in factories, and profit sharing.[67]

"Babbage principle"

In Economy of Machinery was described what is now called the "Babbage principle". It pointed out commercial advantages available with more careful division of labour. As Babbage himself noted, it had already appeared in the work of Melchiorre Gioia in 1815.[68] The term was introduced in 1974 by Harry Braverman.[69] Related formulations are the "principle of multiples" of Philip Sargant Florence, and the "balance of processes".[70][71]
What Babbage remarked is that skilled workers typically spend parts of their time performing tasks that are below their skill level. If the labour process can be divided among several workers, labour costs may be cut by assigning only high-skill tasks to high-cost workers, restricting other tasks to lower-paid workers.[72] He also pointed out that training or apprenticeship can be taken as fixed costs; but that returns to scale are available by his approach of standardisation of tasks, therefore again favouring the factory system.[73] His view of human capital was restricted to minimising the time period for recovery of training costs.[74]

Publishing

Another aspect of the work was its detailed breakdown of the cost structure of book publishing. Babbage took the unpopular line, from the publishers' perspective, of exposing the trade's profitability.[75] He went as far as to name the organisers of the trade's restrictive practices.[76] Twenty years later he attended a meeting hosted by John Chapman to campaign against the Booksellers Association, still a cartel.[77]

Influence

It has been written that "what Arthur Young was to agriculture, Charles Babbage was to the factory visit and machinery".[78] Babbage's theories are said to have influenced the layout of the 1851 Great Exhibition,[79] and his views had a strong effect on his contemporary George Julius Poulett Scrope.[80] Karl Marx argued that the source of the productivity of the factory system was exactly the combination of the division of labour with machinery, building on Adam Smith, Babbage and Ure.[81] Where Marx picked up on Babbage and disagreed with Smith was on the motivation for division of labour by the manufacturer: as Babbage did, he wrote that it was for the sake of profitability, rather than productivity, and identified an impact on the concept of a trade.[82] John Ruskin went further, to oppose completely what manufacturing in Babbage's sense stood for.[83] Babbage also affected the economic thinking of John Stuart Mill.[84]
George Holyoake saw Babbage's detailed discussion of profit sharing as substantive, in the tradition of Robert Owen and Charles Fourier, if requiring the attentions of a benevolent captain of industry, and ignored at the time.[85] The French engineer and writer on industrial organisation Léon Lalande was influenced by Babbage, but also the economist Claude Lucien Bergery, in reducing the issues to "technology".[86] William Jevons connected Babbage's "economy of labour" with his own labour experiments of 1870.[87] The Babbage principle is an inherent assumption in Frederick Winslow Taylor's scientific management.[88]

Natural theology

In 1837, responding to the series of eight Bridgewater Treatises, Babbage published his Ninth Bridgewater Treatise, under the title On the Power, Wisdom and Goodness of God, as manifested in the Creation. In this work Babbage weighed in on the side of uniformitarianism in a current debate.[89] He preferred the conception of creation in which natural law dominated, removing the need for "contrivance".[90] The book is a work of natural theology, and incorporates extracts from related correspondence of Herschel with Charles Lyell.[91] It was quoted extensively in Vestiges of the Natural History of Creation.[92]
Babbage put forward the thesis that God had the omnipotence and foresight to create as a divine legislator. He could make laws which then produced species at the appropriate times, rather than continually interfering with ad hoc miracles each time a new species was required. In Vestiges the parallel with Babbage's computing machines is made explicit, as allowing plausibility to the theory that transmutation of species could be pre-programmed.[93]

Plate from the Ninth Bridgewater Treatise, showing a parametric family of algebraic curves acquiring isolated real points
Babbage has been seen as influenced by Indian thought, in particular Indian logic; one possible route would be through Henry Thomas Colebrooke.[94] Mary Everest Boole claims that Babbage was introduced to Indian thought in the 1820s by her uncle George Everest:
Some time about 1825, [Everest] came to England for two or three years, and made a fast and lifelong friendship with Herschel and with Babbage, who was then quite young. I would ask any fair-minded mathematician to read Babbage's Ninth Bridgewater Treatise and compare it with the works of his contemporaries in England; and then ask himself whence came the peculiar conception of the nature of miracle which underlies Babbage's ideas of Singular Points on Curves (Chap, viii) – from European Theology or Hindu Metaphysic? Oh! how the English clergy of that day hated Babbage's book![95]

Later life

The British Association was consciously modelled on the Deutsche Naturforscher-Versammlung, founded in 1822.[96] It rejected romantic science as well as metaphysics, and started to entrench the divisions of science from literature, and professionals from amateurs.[97] Belonging as he did to the "Wattite" faction in the BAAS, represented in particular by James Watt the younger, Babbage identified closely with industrialists. He wanted to go faster in the same directions, and had little time for the more gentlemanly component of its membership. Indeed, he subscribed to a version of conjectural history that placed industrial society as the culmination of human development (and shared this view with Herschel). A clash with Roderick Murchison led in 1838 to his withdrawal from further involvement.[98][99] At the end of the same year he sent in his resignation as Lucasian professor, walking away also from the Cambridge struggle with Whewell. His interests became more focussed, on computation and metrology, and on international contacts.[100]

Metrology programme

A project announced by Babbage was to tabulate all physical constants (referred to as "constants of nature", a phrase in itself a neologism), and then to compile an encyclopedic work of numerical information. He was a pioneer in the field of "absolute measurement".[101] His ideas followed on from those of Johann Christian Poggendorff, and were mentioned to Brewster in 1832. There were to be 19 categories of constants, and Ian Hacking sees these as reflecting in part Babbage's "eccentric enthusiasms".[102] Babbage's paper On Tables of the Constants of Nature and Art was reprinted by the Smithsonian Institution in 1856, with an added note that the physical tables of Arnold Henry Guyot "will form a part of the important work proposed in this article".[103]
Exact measurement was also key to the development of machine tools. Here again Babbage is considered a pioneer, with Henry Maudslay, William Sellers, and Joseph Whitworth.[104]

Engineer and inventor

Through the Royal Society Babbage acquired the friendship of the engineer Marc Brunel. It was through Brunel that Babbage knew of Joseph Clement, and so came to encounter the artisans whom he observed in his work on manufactures.[105] Babbage provided an introduction for Isambard Kingdom Brunel in 1830, for a contact with the proposed Bristol & Birmingham Railway.[106] He carried out studies, around 1838, to show the superiority of the broad gauge for railways, used by Brunel's Great Western Railway.[107][108]
In 1838, Babbage invented the pilot (also called a cow-catcher), the metal frame attached to the front of locomotives that clears the tracks of obstacles;[109] he also constructed a dynamometer car.[107] His eldest son, Benjamin Herschel Babbage, worked as an engineer for Brunel on the railways before emigrating to Australia in the 1850s.[110]
Babbage also invented an ophthalmoscope, which he gave to Thomas Wharton Jones for testing. Jones, however, ignored it. The device only came into use after being independently invented by Hermann von Helmholtz.[111][112]

Cryptography

Babbage achieved notable results in cryptography, though this was still not known a century after his death. Letter frequency was category 18 of Babbage's tabulation project. Joseph Henry later defended interest in it, in the absence of the facts, as relevant to the management of movable type.[102]
During the Crimean War of the 1850s, Babbage broke Vigenère's autokey cipher as well as the much weaker cipher that is called Vigenère cipher today.[113] His discovery was kept a military secret, and was not published. Credit for the result was instead given to Friedrich Kasiski, a Prussian infantry officer, who made the same discovery some years later.[114] Babbage did write to the Journal of the Society for Arts a short letter "Cypher Writing" which was printed on 7 December 1855.[115] His priority wasn't established until 1985.[116]

Public nuisances

Babbage involved himself in well-publicised but unpopular campaigns against public nuisances. He once counted all the broken panes of glass of a factory, publishing in 1857 a "Table of the Relative Frequency of the Causes of Breakage of Plate Glass Windows": Of 464 broken panes, 14 were caused by "drunken men, women or boys".[117][118][119]
Babbage's distaste for commoners ("the Mob") included writing "Observations of Street Nuisances" in 1864, as well as tallying up 165 "nuisances" over a period of 80 days. He especially hated street music, and in particular the music of organ grinders, against whom he railed in various venues. The following quotation is typical:
It is difficult to estimate the misery inflicted upon thousands of persons, and the absolute pecuniary penalty imposed upon multitudes of intellectual workers by the loss of their time, destroyed by organ-grinders and other similar nuisances.[120]
Babbage was not alone in his campaign. A convert to the cause was the MP Michael Thomas Bass, Jr.[121]
In the 1860s, Babbage also took up the anti-hoop-rolling campaign. He blamed hoop-rolling boys for driving their iron hoops under horses' legs, with the result that the rider is thrown and very often the horse breaks a leg.[122] Babbage achieved a certain notoriety in this matter, being denounced in debate in Commons in 1864 for "commencing a crusade against the popular game of tip-cat and the trundling of hoops."[123]

Death


Charles Babbage's brain is on display at The Science Museum
Babbage lived and worked for over 40 years at 1 Dorset Street, Marylebone, where he died, at the age of 79, on 18 October 1871; he was buried in London's Kensal Green Cemetery. According to Horsley, Babbage died "of renal inadequacy, secondary to cystitis."[124] He had declined both a knighthood and baronetcy. He also argued against hereditary peerages, favoring life peerages instead.[125]
In 1983 the autopsy report for Charles Babbage was discovered and later published by his great-great-grandson.[126][127] A copy of the original is also available.[128] Half of Babbage's brain is preserved at the Hunterian Museum in the Royal College of Surgeons in London.[129] The other half of Babbage's brain is on display in the Science Museum, London.[130]

Grave of Charles Babbage at Kensal Green Cemetery

Computing pioneer


Part of Babbage's difference engine (#1), assembled after his death by Babbage's son, Henry Prevost Babbage (1824-1918), using parts found in his laboratory
Babbage's machines were among the first mechanical computers. That they were not actually completed was largely because of funding problems and personality issues.
Babbage directed the building of some steam-powered machines that achieved some modest success, suggesting that calculations could be mechanised. For more than ten years he received government funding for his project, which amounted to £17,000, but eventually the Treasury lost confidence in him.[131]
While Babbage's machines were mechanical and unwieldy, their basic architecture was similar to a modern computer. The data and program memory were separated, operation was instruction-based, the control unit could make conditional jumps, and the machine had a separate I/O unit.[131]

Background on mathematical tables

In Babbage's time, printed mathematical tables were calculated by human computers, in other words by hand. They were central to navigation, science and engineering, as well as mathematics. Mistakes were known to occur in transcription as well as calculation.[45]
At Cambridge, Babbage saw the fallibility of this process, and the opportunity of adding mechanisation into its management. His own account of his path towards mechanical computation references a particular occasion:
In 1812 he was sitting in his rooms in the Analytical Society looking at a table of logarithms, which he knew to be full of mistakes, when the idea occurred to him of computing all tabular functions by machinery. The French government had produced several tables by a new method. Three or four of their mathematicians decided how to compute the tables, half a dozen more broke down the operations into simple stages, and the work itself, which was restricted to addition and subtraction, was done by eighty computers who knew only these two arithmetical processes. Here, for the first time, mass production was applied to arithmetic, and Babbage was seized by the idea that the labours of the unskilled computers could be taken over completely by machinery which would be quicker and more reliable.[132]
There was another period, seven years later, when his interest was aroused by the issues around computation of mathematical tables. The French official initiative by Gaspard de Prony, and its problems of implementation, were familiar to him. After the Napoleonic Wars came to a close, scientific contacts were renewed on the level of personal contact: in 1819 Charles Blagden was in Paris looking into the printing of the stalled de Prony project, and lobbying for the support of the Royal Society. In works of the 1820s and 1830s, Babbage referred in detail to de Prony's project.[133][134]

Difference engine


The Science Museum's Difference Engine #2, built from Babbage's design
Babbage began in 1822 with what he called the difference engine, made to compute values of polynomial functions. It was created to calculate a series of values automatically. By using the method of finite differences, it was possible to avoid the need for multiplication and division.
For a prototype difference engine, Babbage brought in Joseph Clement to implement the design, in 1823. Clement worked to high standards, but his machine tools were particularly elaborate. Under the standard terms of business of the time, he could charge for their construction, and would also own them. He and Babbage fell out over costs around 1831.[135]
Some parts of the prototype survive in the Museum of the History of Science, Oxford.[136] This prototype evolved into the "first difference engine." It remained unfinished and the finished portion is located at the Science Museum in London. This first difference engine would have been composed of around 25,000 parts, weigh fifteen tons (13,600 kg), and would have been 8 ft (2.4 m) tall. Although Babbage received ample funding for the project, it was never completed. He later designed an improved version,"Difference Engine No. 2", which was not constructed until 1989–91, using his plans and 19th century manufacturing tolerances. It performed its first calculation at the London Science Museum, returning results to 31 digits.
Nine years later, the Science Museum completed the printer Babbage had designed for the difference engine.[137]

Completed models


Difference Engine No. 2 in Mountain View
The London Science Museum has constructed two Difference Engines according to Babbage's plans for the Difference Engine No 2. One is owned by the museum. The other, owned by the technology multimillionaire Nathan Myhrvold, went on exhibition at the Computer History Museum[138] in Mountain View, California on 10 May 2008.[139] The two models that have been constructed are not replicas; Myhrvold's engine is the first design by Babbage, and the London Science Museum's is a later model.

Analytical Engine

After the attempt at making the difference engine fell through, Babbage worked to design a more complex machine called the Analytical Engine. He hired C. G. Jarvis, who had previously worked for Clement as a draughtsman.[140] The Analytical Engine marks the transition from mechanised arithmetic to fully-fledged general purpose computation. It is largely on it that Babbage's standing as computer pioneer rests.[141]
The major innovation was that the Analytical Engine was to be programmed using punched cards: the Engine was intended to use loops of Jacquard's punched cards to control a mechanical calculator, which could use as input the results of preceding computations.[142] The machine was also intended to employ several features subsequently used in modern computers, including sequential control, branching and looping. It would have been the first mechanical device to be, in principle, Turing-complete. The Engine was not a single physical machine, but rather a succession of designs that Babbage tinkered with until his death in 1871.

Part of the Analytical Engine on display, in 1843, left of centre in this engraving of the King George III Museum

Ada Lovelace and Italian followers

Babbage had no research team. Ada Lovelace corresponded with him during his development of the Analytical Engine. She is credited with developing an algorithm for the Analytical Engine to calculate a sequence of Bernoulli numbers. Although there is disagreement over how much of the ideas were Lovelace's own, she is often described as the first computer programmer.[143] She also translated and wrote literature supporting the project. Babbage visited Turin in 1840 at the invitation of Giovanni Plana. In 1842 Charles Wheatstone approached Lovelace to translate a paper of Luigi Menabrea, who had taken notes of Babbage's Turin talks; and Babbage asked her to add something of her own. Fortunato Prandi who acted as interpreter in Turin was an Italian exile and follower of Giuseppe Mazzini.[144]

Swedish followers

Per Georg Scheutz wrote about the difference engine in 1830, and experimented in automated computation. After 1834 and Lardner's Edinburgh Review article he set up a project of his own, doubting whether Babbage's initial plan could be carried out. This he pushed through with his son, Edvard Scheutz.[145] Another Swedish engine was that of Martin Wiberg (1860).[146]

Legacy

In 2011, researchers in Britain embarked on a multimillion-pound project, "Plan 28", to construct Babbage's Analytical Engine. Since Babbage's plans were continually being refined and were never completed, they will engage the public in the project and crowd-source the analysis of what should be built.[147] It would have the equivalent of 675 bytes of memory, and run at a clock speed of about 7 Hz. They hope to complete it by the 150th anniversary of Babbage's death, in 2021.[148]
Advances in MEMs and nanotechnology have led to recent high-tech experiments in mechanical computation. The benefits suggested include operation in high radiation or high temperature environments.[149] These modern versions of mechanical computation were highlighted in The Economist in its special "end of the millennium" black cover issue in an article entitled "Babbage's Last Laugh".[150]

Family

On 25 July 1814, Babbage married Georgiana Whitmore at St. Michael's Church in Teignmouth, Devon; her sister Louisa married Edward Ryan.[15] The couple lived at Dudmaston Hall,[151] Shropshire (where Babbage engineered the central heating system), before moving to 5 Devonshire Street, Portland Place, London.
Charles and Georgiana had eight children,[152] but only four — Benjamin Herschel, Georgiana Whitmore, Dugald Bromhead and Henry Prevost — survived childhood. Charles' wife Georgiana died in Worcester on 1 September 1827, the same year as his father, their second son (also named Charles) and their newborn son Alexander.
His youngest son, Henry Prevost Babbage (1824–1918), went on to create six working difference engines based on his father's designs,[153] one of which was sent to Harvard University where it was later discovered by Howard H. Aiken, pioneer of the Harvard Mark I. Henry Prevost's 1910 Analytical Engine Mill, previously on display at Dudmaston Hall, is now on display at the Science Museum.[154]