Interchangeable parts

Interchangeable parts are parts (components) that are identical for practical purposes. They are made to specifications that ensure that they are so nearly identical that they will fit into any assembly of the same type. One such part can freely replace another, without any custom fitting, such as filing. This interchangeability allows easy assembly of new devices, and easier repair of existing devices, while minimizing both the time and skill required of the person doing the assembly or repair.

The concept of interchangeability was crucial to the introduction of the assembly line at the beginning of the 20th century, and has become an important element of some modern manufacturing but is missing from other important industries.

Interchangeability of parts was achieved by combining a number of innovations and improvements in machining operations and the invention of several machine tools, such as the slide rest lathe, screw-cutting lathe, turret lathe, milling machine and metal planer. Additional innovations included jigs for guiding the machine tools, fixtures for holding the workpiece in the proper position, and blocks and gauges to check the accuracy of the finished parts. Electrification allowed individual machine tools to be powered by electric motors, eliminating line shaft drives from steam engines or water power and allowing higher speeds, making modern large-scale manufacturing possible. Modern machine tools often have numerical control (NC) which evolved into CNC (computerized numeric control) when microprocessors became available.

Methods for industrial production of interchangeable parts in the United States were first developed in the nineteenth century. The term American system of manufacturing was sometimes applied to them at the time, in distinction from earlier methods. Within a few decades such methods were in use in various countries, so American system is now a term of historical reference rather than current industrial nomenclature.

First use
Evidence of the use of interchangeable parts can be traced back over two thousand years to Carthage in the First Punic War. Carthaginian ships had standardized, interchangeable parts that even came with assembly instructions akin to "tab A into slot B" marked on them.

Origins of the modern concept
In the late-18th century, French General Jean-Baptiste Vaquette de Gribeauval promoted standardized weapons in what became known as the Système Gribeauval after it was issued as a royal order in 1765. (At the time the system focussed on artillery more than on muskets or handguns.) One of the accomplishments of the system was that solid-cast cannons were bored to precise tolerances, which allowed the walls to be thinner than cannons poured with hollow cores. However, because cores were often off-center, the wall thickness determined the size of the bore. Standardized boring made for shorter cannons without sacrificing accuracy and range because of the tighter fit of the shells; it also allowed standardization of the shells.

Before the 18th century, devices such as guns were made one at a time by gunsmiths in a unique manner. If one single component of a firearm needed a replacement, the entire firearm either had to be sent to an expert gunsmith for custom repairs, or discarded and replaced by another firearm. During the 18th and early-19th centuries, the idea of replacing these methods with a system of interchangeable manufacture gradually developed. The development took decades and involved many people.

Gribeauval provided patronage to Honoré Blanc, who attempted to implement the Système Gribeauval at the musket level. By around 1778, Honoré Blanc began producing some of the first firearms with interchangeable flintlock mechanisms, although they were carefully made by craftsmen. Blanc demonstrated in front of a committee of scientists that his muskets could be fitted with flintlock mechanisms picked at random from a pile of parts.

In 1785 muskets with interchangeable locks caught the attention of the United States' Ambassador to France, Thomas Jefferson, through the efforts of Honoré Blanc. Jefferson tried unsuccessfully to persuade Blanc to move to America, then wrote to the American Secretary of War with the idea, and when he returned to the USA he worked to fund its development. President George Washington approved of the concept, and in 1798 Eli Whitney signed a contract to mass-produce 12,000 muskets built under the new system.

Louis de Tousard, who fled the French Revolution, joined the U.S. Corp of Artillerists in 1795 and wrote an influential artillerist's manual that stressed the importance of standardization.

Implementation
Numerous inventors began to try to implement the principle Blanc had described. The development of the machine tools and manufacturing practices required would be a great expense to the U.S. Ordnance Department, and for some years while trying to achieve interchangeability, the firearms produced cost more to manufacture. By 1853, there was evidence that interchangeable parts, then perfected by the Federal Armories, led to savings. The Ordnance Department freely shared the techniques used with outside suppliers.

Eli Whitney and an early attempt
In the US, Eli Whitney saw the potential benefit of developing "interchangeable parts" for the firearms of the United States military. In July 1801 he built ten guns, all containing the same exact parts and mechanisms, then disassembled them before the United States Congress. He placed the parts in a mixed pile and, with help, reassembled all of the firearms in front of Congress, much as Blanc had done some years before.

The Congress was captivated and ordered a standard for all United States equipment. The use of interchangeable parts removed the problems of earlier eras concerning the difficulty or impossibility of producing new parts for old equipment. If one firearm part failed, another could be ordered, and the firearm would not need to be discarded. The catch was that Whitney's guns were costly and handmade by skilled workmen.

Charles Fitch credited Whitney with successfully executing a firearms contract with interchangeable parts using the American System, but historians Merritt Roe Smith and Robert B. Gordon have since determined that Whitney never actually achieved interchangeable parts manufacturing. His family's arms company, however, did so after his death.

Brunel's sailing blocks


Mass production using interchangeable parts was first achieved in 1803 by Marc Isambard Brunel in cooperation with Henry Maudslay and Simon Goodrich, under the management of (and with contributions by) Brigadier-General Sir Samuel Bentham, the Inspector General of Naval Works at Portsmouth Block Mills, Portsmouth Dockyard, Hampshire, England. At the time, the Napoleonic War was at its height, and the Royal Navy was in a state of expansion that required 100,000 pulley blocks to be manufactured a year. Bentham had already achieved remarkable efficiency at the docks by introducing power-driven machinery and reorganising the dockyard system.



Marc Brunel, a pioneering engineer, and Maudslay, a founding father of machine tool technology who had developed the first industrially practical screw-cutting lathe in 1800 which standardized screw thread sizes for the first time, collaborated on plans to manufacture block-making machinery; the proposal was submitted to the Admiralty who agreed to commission his services. By 1805, the dockyard had been fully updated with the revolutionary, purpose-built machinery at a time when products were still built individually with different components. A total of 45 machines were required to perform 22 processes on the blocks, which could be made in three different sizes. The machines were almost entirely made of metal, thus improving their accuracy and durability. The machines would make markings and indentations on the blocks to ensure alignment throughout the process. One of the many advantages of this new method was the increase in labour productivity due to the less labour-intensive requirements of managing the machinery. Richard Beamish, assistant to Brunel's son and engineer, Isambard Kingdom Brunel, wrote:

"So that ten men, by the aid of this machinery, can accomplish with uniformity, celerity and ease, what formerly required the uncertain labour of one hundred and ten."

By 1808, annual production had reached 130,000 blocks and some of the equipment was still in operation as late as the mid-twentieth century.

Terry's clocks: success in wood
Eli Terry was using interchangeable parts using a milling machine as early as 1800. Ward Francillon, a horologist, concluded in a study that Terry had already accomplished interchangeable parts as early as 1800. The study examined several of Terry's clocks produced between 1800–1807. The parts were labelled and interchanged as needed. The study concluded that all clock pieces were interchangeable. The very first mass production using interchangeable parts in America was Eli Terry's 1806 Porter Contract, which called for the production of 4000 clocks in three years. During this contract, Terry crafted four-thousand wooden gear tall case movements, at a time when the annual average was about a dozen. Unlike Eli Whitney, Terry manufactured his products without government funding. Terry saw the potential of clocks becoming a household object. With the use of a milling machine, Terry was able to mass-produce clock wheels and plates a few dozen at the same time. Jigs and templates were used to make uniform pinions, so that all parts could be assembled using an assembly line.

North and Hall: success in metal
The crucial step toward interchangeability in metal parts was taken by Simeon North, working only a few miles from Eli Terry. North created one of the world's first true milling machines to do metal shaping that had been done by hand with a file. Diana Muir believes that North's milling machine was online around 1816. Muir, Merritt Roe Smith, and Robert B. Gordon all agree that before 1832 both Simeon North and John Hall were able to mass-produce complex machines with moving parts (guns) using a system that entailed the use of rough-forged parts, with a milling machine that milled the parts to near-correct size, and that were then "filed to gage by hand with the aid of filing jigs."

Historians differ over the question of whether Hall or North made the crucial improvement. Merrit Roe Smith believes that it was done by Hall. Muir demonstrates the close personal ties and professional alliances between Simeon North and neighbouring mechanics mass-producing wooden clocks to argue that the process for manufacturing guns with interchangeable parts was most probably devised by North in emulation of the successful methods used in mass-producing clocks. It may not be possible to resolve the question with absolute certainty unless documents now unknown should surface in the future.

Late 19th and early 20th centuries: dissemination throughout manufacturing
Skilled engineers and machinists, many with armoury experience, spread interchangeable manufacturing techniques to other American industries, including clockmakers and sewing machine manufacturers Wilcox and Gibbs and Wheeler and Wilson, who used interchangeable parts before 1860. Late to adopt the interchangeable system were Singer Corporation sewing machine (1860s-70s), reaper manufacturer McCormick Harvesting Machine Company (1870s–1880s) and several large steam engine manufacturers such as Corliss (mid-1880s) as well as locomotive makers. Typewriters followed some years later. Then large scale production of bicycles in the 1880s began to use the interchangeable system.

During these decades, true interchangeability grew from a scarce and difficult achievement into an everyday capability throughout the manufacturing industries. In the 1950s and 1960s, historians of technology broadened the world's understanding of the history of the development. Few people outside that academic discipline knew much about the topic until as recently as the 1980s and 1990s, when the academic knowledge began finding wider audiences. As recently as the 1960s, when Alfred P. Sloan published his famous memoir and management treatise, My Years with General Motors, even the long-time president and chair of the largest manufacturing enterprise that had ever existed knew very little about the history of the development, other than to say that:

"[ Henry M. Leland was], I believe, one of those mainly responsible for bringing the technique of interchangeable parts into automobile manufacturing. […] It has been called to my attention that Eli Whitney, long before, had started the development of interchangeable parts in connection with the manufacture of guns, a fact which suggests a line of descent from Whitney to Leland to the automobile industry."

One of the better-known books on the subject, which was first published in 1984 and has enjoyed a readership beyond academia, has been David A. Hounshell's From the American System to Mass Production, 1800–1932: The Development of Manufacturing Technology in the United States.