technological discussions in iron and steel, 1871-1885 carol siri johnson, new jersey institute of...

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Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist, U.S. Bureau of Labor Statistics * APEBH conference, Sydney, Feb 14, 2007 *Views expressed here do not reflect official policies or measurements of the U.S. Bureau of Labor Outline 1. Iron and steel developments 2. The TAIME journal 3. Hypotheses about the text 4. A few findings

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Page 1: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Technological discussions in iron and steel, 1871-1885

Carol Siri Johnson, New Jersey Institute of Technology, USA

Peter B. Meyer, Research Economist, U.S. Bureau of Labor Statistics*

APEBH conference,

Sydney, Feb 14, 2007

*Views expressed here do not reflect official policies or measurements of the

U.S. Bureau of Labor Statistics.

Outline

1. Iron and steel developments

2. The TAIME journal

3. Hypotheses about the text

4. A few findings

Page 2: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Source: Historical Statistics of US

0.00

20.00

40.00

60.00

80.00

100.00

120.00

140.00

160.00

180.00

1868 1869 1870 1871 1872 1873 1874 1875 1876 1877 1878 1879 1880 1881Year

Dol

lars

per

gro

ss to

n

Price ofsteel rails

0

200,000

400,000

600,000

800,000

1,000,000

1,200,000

1,400,000

1,600,000

1,800,000

Year

Sho

rt to

ns

Bessemer steel ingots (new technology)

Open-hearth steel production (newtechnology)

Crucible steel production (old technology)

U.S. steel production quantity and price

Output grew and costs fell because of technological advance and scale

Page 3: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Our questions

We analyze the text of an American engineering journal (TAIME) looking for:

• Evidence of new technological “paradigm” as mass production steel is becoming established

• Different expectations of the future: social “uncertainty”

Page 4: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Transition to mass production

From craft: toward industrial machines:

Page 5: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

After the Bessemer converter, steel-making became less like craft work

. . . and more chemical knowledge would be necessary

Page 6: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Transactions of the American Institute of Mining Engineers (TAIME)

We have scanned this professional engineering journal from 1871-1885 where iron and steel making was discussed

Authors include professors, employees in iron industry, consultants, and others

712 articles so far

135 have the word “Bessemer”

Page 7: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Scans of the journal

A nonprofit contractor, Digital Divide Data, photocopied the journals • Scanned them to make image files• Ran OCR (optical character recognition) software on the images

to produce PDF files• Ran spell checks to reduce errorsMost of this computer work was done in Cambodia.All the PDF files are available on web site http://techterms.net/ironwork/TAIME/

Quality is variable and some sections are missing.

The resulting files can be: • searched for particular words• copy-and-pasted from• patched to make corrections

Page 8: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Data: article length, word counts

We have constructed counts of particular words in articles, and can compare iron and steel articles to other articles, very imperfectly but systematically.

Page 9: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Data Exploration: Author Biographies

Page 10: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Thomas Kuhn’s hypothesis(from Structure of Scientific Revolutions)

An established scientific paradigm (of methods, measurements, tools, and natural laws) has an agreed-on vocabulary• Precisely covering its subject • Standardized within the group• Delivered to a new group members by standard formal education

As a new paradigm develops, communication involves:• inventing and exploring alternative definitions• translation between reader and writer concepts “The price is often sentences of great length and complexity.” (Kuhn, p. 203)

Claim: “early”, pre-paradigm scientific articles are long; later ones assume more, are short, and use specialized vocabulary.

Page 11: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Stretching Kuhn’s hypothesis to industrial technology (from science)

A technological paradigm might have the same property (a working hypothesis)

For example, the Big Steel “paradigm” involves• High volume, speedy, mass production• Big equipment; capital-intensive production; • Big plants; large staff employers• Chemistry and physics relevant• Centralized geographically• Contents of inputs and outputs more precisely understood• Mechanical, chemical, and industrial engineering have roles

Do steel articles shrink over time? No strong evidence.We find that TAIME articles on average got a little longer over timeArticles with steel words grew longer, but a little less so.

Page 12: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Percentages of TAIME articles

yearsan author lists no advanced degree

an author has PhD

articles which do not have the word

"Bessemer“(~570 of these)

1871-1875 28% 26%

1876-1880 44% 30%

1881-1885 59% 21%

steel articles (with "Bessemer")(135 of these)

1871-1875 35% 26%

1876-1880 49% 27%

1881-1885 74% 11%

Related hypothesis: education of technologist becomes more formal, standardized (paradigmatic).

Trends: A decreasing fraction of articles in TAIME were by people with advanced degrees. This is especially true of the Bessemer articles.

Possible interpretation: This technological paradigm draws from science and is taken over by industrial engineers (unlike the airplane’s invention which was led by tinkerers not academics.) (Or: scientists increasingly publish elsewhere.)

Page 13: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Kuhn idea, cont’d: We do see discussion of definitions

1875: 1880:

Page 14: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,
Page 15: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Paradigm shift to chemistryBayles, 1884 quotes a letter from 1872, written by the general manager of an

important iron-works:

“The president of our company thinks we ought to follow the fashion and have a chemist. To my mind it is a waste of money. When I want an analysis Ican have it made—and that is very seldom; for the furnace-manager who needs a chemist to tell him the quality of ore or limestone, or whether his pig-iron is soft or hard, had better resign and go to farming. However, if the president says chemist, chemist it is. My object in writing is to know if you can recommend a young man competent to fit up a laboratory and take charge of it. We have very little society here, and it is desirable that he should be a gentleman. My wife plays the piano and I do a little on the flute; and if we can get a chemist who plays the violin, we could have some music evenings. If you can suggest a man who combines these qualifications, I could employ him. I do not know what a chemist would expect; but I should not care to pay more than $10 a week.”

A paradigm shift is happening. By 1884 the wage and capability of chemists is part of the necessary knowledge of an iron manager

Page 16: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Other formative discussions in TAIME

• Discussion about relevant new inventions

• When and whether patenting is appropriate

• What makes a good rail and whether chemistry is enough

• Educational institutions for iron workforce

Page 17: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Uncertainty hypothesis: count “uncertainty”

Hypothesis: development of technology occurs in an environment of technological uncertainty, meaning its future is unknown and to some extent all the people are guessing.

• Count the fraction of words in each article made up of iron-related phrases: (“hot blast”, “Bessemer”, “puddling”, “open hearth”, “Siemens”, “Martin”, “spiegel”)

• Count fraction of words containing "uncert" • These counts across the 712 articles have a tiny positive

correlation: .0071.

So articles with iron-related terms are slightly more likely to use literal “uncertainty” than other TAIME articles were.

Page 18: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Also steel articles are more likely to have “question” and “whether”

Page 19: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Early tentative conclusions

• Some statistical evidence for a Kuhnian or uncertainty story– Maybe the big paradigm/uncertainty transition is before 1871

• Steel articles use “experiment” and “test” more than others• “Uncertainty”, “question”, “whether” are a bit more common in

steel articles than others• Articles were increasingly authored by people without advanced

degrees, especially Bessemer steel articles. • We are trying to count whether the authors were academics,

employee engineers, or consultants• The text data and databases can improve and we plan to extend

them past 1885• Would welcome advice and comment

Page 20: Technological discussions in iron and steel, 1871-1885 Carol Siri Johnson, New Jersey Institute of Technology, USA Peter B. Meyer, Research Economist,

Advancing productive processes in layers

Iron and steel, 1871-1884

Blast furnaces making pig iron

Bessemer and open hearth steel production

Iron and steel plants

Railroads (transportation)

Business process of railroad companies (cost

accounting, personnel departments, time setting,

timekeeping)

Earlier, more basic, "upstream"

levels

Materials science and solid state physics

Chip design and electrical engineering

Semiconductor memory and microprocessor chips

Microcomputers

Applications software (word processors, spreadsheets, databases, chip design

software)

Net software and business process (e-commerce, auctions, search engines)

Production of information technology goods, in recent decades

Later, “downstream"

levels

In both cases there were feedback processes by which downstream advances affected earlier stages of production