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Voice Communication in Business Volume 1
Essays on telecommunications, 1969-1980

Chapter 17
Sometimes It's Better The Second Time Around

For history buffs, 1976 was a dandy year. It was the Bicentennial for the United States and the Centennial of the telephone. Furthermore, the magazine Telephony was 75 years old. While at Bell Labs, I had spent many lunch hours in the library, looking through Telephony's early volumes. I found the story of how Kempster B. Miller had taken North Electric back from the evil telephone monopoly and many other adventures worthy of epic motion pictures. I tracked the "Automanual" system from its triumphant entry to its sad fading away as a one inch ad in the back of the journal several years later. And there were other items. It is not generally realized that bound volumes of old magazines are really time machines, just waiting for those who want to live in another era.

With this background, I was very pleased when Telephony asked me to do a piece for their July 5, 1976, special issue that was commemorating so many things I admired. Because one must know where one is coming from if one wants to know where one is going, it seems fitting to start a look at the digital future with a brief survey of the analog past. Here is the article, but with my original title.

***

In a hundred years, almost everything has been tried at least once in telephony. But for a concept to catch on, it must come at a time when technology, economics and user attitudes converge to produce acceptance. Some good ideas have never quite made it, while others have triumphed two or three times, only to fade out once again as something else a little better came along. Innovation is what makes the telephone business the most interesting way to make a living that I can imagine; historical perspective, however, adds insight that can give deeper meaning to each new development as it appears.

Pushbutton calling

As an example, consider pushbutton calling. Almon B. Strowger used it in his first installation at La Porte, Ind., in 1892. His basic patent shows three pushbuttons at the subset for controlling a thousand point "connector" switch. Depressing the first button caused the switch to move vertically, depressing the second button caused the switch to step past ten-line groups with a rotary motion and by depressing the third button one line was selected, again with a rotary motion, in the chosen group of ten. To call line 345, the user would push the first button three times, the second button four times and the third button five times. A fourth button was provided which, when pressed, released the switch. Each of these four buttons had a wire going from the subset to the central office; a fifth wire was used for talking. La Porte was a 100-line system, and actually used switches without the vertical movement. Presumably that meant only four wires were needed in the La Porte system.

The Strowger system required a large number of wires and a heavy battery at each station to operate the switch at the central office. User problems (including errors produced by losing count, not holding down the button long enough on each pulse and failure to hold the release button down long enough to completely restore the switch at the end of the call) also complicated its operation.

This form of pushbutton calling was phased out with the invention of the dial by Keith and the Erickson brothers in 1896.

Pushbutton calling seems to have surfaced next in such "semi-automatic" systems as Clement's Automanual (1906) and an early version of Western Electric's rotary system (circa 1910). Here the operator rather than the user had the pushbuttons; they were mounted on a console, another invention that has come and gone several times. The operator would obtain the number from the user and key it into the system which would complete the connection automatically. In Automanual, all four digits could be entered simultaneously. An operator was said to be able to handle over 400 calls per hour without difficulty. The WE system, using teamwork between two or more operators, claimed 500 calls per hour per operator.

In both of these systems, four rows of ten keys each were provided to set up a number; in the WE system, additional keys for selecting different exchanges were provided. Once a key was depressed, it locked until the systems was finished with it. Automanual had a very simple out-pulsing system, and the keys stayed down until all the switches were set; for this reason, each operator was given three sets, so that she could have three calls in the works at one time. The WE system had two registers associated with each key set; as soon as one was loaded, the other would be connected in its place to accept the next number while the first register set up its call. This way, the operator needed only one set of pushbuttons.

The ten-button key set was first used in toll dialing in a Bell installation in Detroit in 1930. Actually, 12 buttons were used since KP (key pulsing) and ST (start) were added to the ten digits. The operator would push KP to unlock the system, transmit the digits one at a time to a sender by means of DC key pulsing, and then depress ST to signal the sender to start. ST also released the operator from the connection.

Pushbutton calling with voice-frequency tones was tested in Baltimore and then was used extensively with the first No. 4 crossbar toll switch in Philadelphia in 1943. The advantage of multi-frequency (MF) tone pulsing was that the local sender was not needed; an operator at some distant point could key the called number over the trunk directly to a receiver in the Philadelphia No. 4 crossbar.

Pushbutton tone calling by users was tested in Media, Pa., in 1948. Tones were generated at the subset by plucked metal reeds resonant to the desired frequencies. These vibrating reeds induced tones in coils for transmission to the central office where a receiver detected them. In these pre-transistor days, "The economic aspects of the system... were not attractive and further work was deferred."

Later that year, invention of the transistor was announced. It made a whole new look possible, and ten years later, Meacham, Power and West, in a Bell System Technical Journal article, discussed laboratory work on a transistorized system. The vibrating reeds at the subset were replaced by a transistor oscillator, and a transistorized central office receiver replaced the vacuum tube circuitry used earlier. The system used two tones, one for party identification and the other for digit identity. Both were damped sine waves, following the plucked reed example, and were transmitted simultaneously. The receiver separated the eight tones used for party identity in the "low group" from the ten tones used for digits in the "high group," and then detected each signal independently.

It was only a short step to the Touch-Tone system described by Schenker in the BSTJ two years later. A transistorized oscillator in the subset still created two tones, one in a high and one in a low group. The CO receiver split the two groups apart and detected the tones independently. But there were differences, too. The subset tones were continuous, not damped, and only eight tones in all were used. Party identification was abandoned in favor of a more robust digit signal that could be simulated only with great difficulty by the human voice. By representing each digit by exactly one tone in the low band and one in the high band, the ten digits plus six other signals are available. This is the system in use today.

As can be seen, pushbutton calling went through a number of trials before it reached its present state of perfection, and it needed a radical change in technology to become practical. Is it the last word? Probably not. Digital signaling is already being used in some key telephone systems, not only to transmit digits to the control equipment but to return information as to which line is calling, which is on hold, etc. Nothing stands still in this business.

Pre-set signaling

There are, of course, other approaches to user signaling. Why shouldn't the user, for instance, set up the called number before coming off hook and let the system accept the number in some high-speed way as soon as the handset is lifted? With a visual indication provided, the called number could be checked to reduce errors, and register holding time at the CO could be greatly reduced.

An early example of this method was invented by the Lorimer brothers of Brantford, Ontario, prior to 1900. Brantford, of course, was the home of Alexander Graham Bell when he wasn't busy teaching speech or inventing the telephone in Boston. The Lorimer system used a calling mechanism at the subset based on four pivoted levers that could be set to any one of ten positions. Moving the lever grounded a terminal corresponding to the digit desired; at the same time, it placed the digit on view in a small window above the lever.

To place a call, the user would set the four levers to the appropriate positions, check the number and then wind up a clockwork spring with a crank. When the crank returned to normal and the user picked up the receiver, the CO would send a train of pulses to the station to step an escapement that allowed the wound-up spring to move a wiper across the terminals associated with the first digit-lever. As soon as the wiper found the ground established by the lever, that ground would be sent to the central office to tell it to stop. Each pulse sent to the subset had also been stepping a CO switch. The stop pulse told the switch it had reached the right terminal. The switch would be locked at the desired point, and the next switch would return another pulse train to interrogate the following digit at the subset. There is a remarkable similarity to the "revertive pulsing" later used by the Bell System in the rotary and panel systems, and at one point in its development, rotary used a call mechanism that, from photographs, looks very much like the Lorimer equipment. When the Lorimer patent was issued, after some 16 years in the Patent Office, it was assigned to the Western Electric Co.

The Bell System obtained the rights to SXS (step-by-step) at about the same time, and the first Bell stepper was installed at Norfolk in 1919. With the dial now standard, more exotic calling devices apparently were not pursued. The next pre-set telephone that I can find is part of an experimental electronic system described by Malthaner and Vaughan in the May, 1952, BSTJ.

The calling mechanism had finger wheels corresponding to the Lorimer levers; eight were provided, however, to allow for two letters, five digits and a party line letter. The idea was to explore means of storing the called number in the telephone set so that memory requirements in the CO could be reduced. The position of the finger wheels stored the called number; the switch would interrogate each wheel in turn by activating a small stepping switch in the subset. The subset would return the digit in the form of two pulses, the spacing between them corresponding to the stored number. The pulses were generated by means of small pulse transformers which were switched from one direction of saturation to the other and back again, just as magnetic cores are read in computer memories.

Repertory dialers using solid-state circuitry are now are readily available to store frequently called numbers. Most of these also store the last number dialed so that it can be left, pre-set, ready for the next attempt. The revolution in hand-held calculators shows what can be done with modern electronics. It seems very likely that the pre-stored telephone number, either by itself or as part of a repertory dialer, has hardly begun to be exploited. A light-emitting-diode display at the subset, a dial tone detector and Touch-Tone out-pulsing (ten digits in one second) would reduce errors and cut holding time of registers by more than 80%. This sort of thing is just a step away.

Order wire or CCIS

Signaling between central offices is similar to user signaling in some instances; indeed, in step-by-step systems, there often is no difference at all. Dial pulsing, under such circumstances, is the fastest signaling method yet produced. By the time the user has finished telling the system the number he is calling, he is connected to it. However, as systems grow in size, the nonproductive use of trunk facilities while the user is dialing can become quite expensive. Further, alternate routing, limited to the tricks that are possible with digit absorbing, leaves much to be desired. Thus, common control systems often get the entire number from the user before they even start to set up a connection. This delays the user slightly but, due to the much faster MF pulsing on trunks, reduces their non-productive holding time.

To go further, it has been known for many years that, if the called line on a distant switch and tandem trunk groups on the way could be tested for busy before the call is set up, elimination of non-productive attempts would make trunks even more efficient. This has led to common channel interoffice signaling, or CCIS. CCIS is particularly suitable for allowing the common controls of electronic switching systems to communicate; not only can they send supervisory and signaling information, but they can handle traveling class marks (there is already an echo suppressor in this built up connection) and traffic management information so that calls can be routed around congestion.

CCIS has been here before, however, at least twice. The "Law System," in New York, when it replaced telegraph instruments with telephones in the late 1870s, used a common channel for user signaling. Each user had his own private wire to the switch and also had a common wire that he shared with many other users. To place a call, he would connect his telephone to the common channel, listen to see if it was in use and, if it was free, he'd tell the operator at the CO what connection he wanted. The 1879 patent covering this system listed all the problems of calling by name and claimed great advantages for using numbers. With this invention of the telephone number, the user would instruct the operator to connect line 47 to line 53. The operator would call these instructions to the switchmen who would make the connection manually and ring the called party. At the end of the call, the common channel would be used to signal disconnect.

In 1879 there wasn't much trunk calling, but the patent also mentioned the use of an order wire between exchanges. This is where the common channel turned up again, long after the difficulties of educating users and the competition of new methods had made it obsolete within an exchange. In large centers such as New York, where separate A and B boards were needed since only a negligible proportion of traffic was completed within an exchange, the order wire worked very well. The A operator would obtain the number from the caller and would then operate the order wire key to the called office. She would repeat the four digits of the directory number and the B operator would choose the trunk to be used since they were all plug-ended before her. The A operator would then connect the calling line to the designated trunk, and the B operator would connect the trunk to the called line. If the called line was busy, the B operator would plug into a busy jack; some systems had a phonograph record playing into a telephone connected to the jack repeating over and over, "The line is busy."

When many A operators shared an order wire, when many different order wires were needed to other exchanges, and tandem switching complicated matters, the order wire again became too cumbersome and "straightforward signaling" took over. Here the originating operator chose the outgoing trunk and only passed the called number forward to the tandem or B operator upon the receipt of a zip tone.

Today's CCIS goes a bit beyond these early ideas, but it is clearly a giant step in the same direction.

Some switching concepts

In central office switching equipment, special problems occur. Historical sources tend to be of two types: non-technical, where the writer does not know how the system works, and technical, where the writer is so wrapped up in the mechanics and circuitry that the general principles are obscured. Principles, when discovered, tend to be quite simple. Implementation is almost always complex.

Detecting originations is a case in point. Most electromechanical systems sit quietly until a user comes off-hook. Then the line relay operates to inform the system that action is required. The system responds in any one of a number of highly complex ways to return dial tone. In No. 5 crossbar, some 2000 relays operate in the process.

There is an alternate approach, however. Almost all electronic switching systems busily poll each line and trunk every few hundred milliseconds to see if they require attention. This polling or scanning goes on night and day, in periods of both light and heavy traffic. When a whole system is being operated by one control, this appears to be the best way to let the control know what is going on as it shares its high-speed operations among many needs on a time division basis.

Back in the last half of the 1950s, the scanners built for the Bell System's field trial at Morris, Ill., and the earlier lab models, seemed like novelties—a complete departure from earlier practice. They weren't, of course. They had been preceded by the Lorimer brothers by a good half-century.

The Lorimer system used a mechanical scanner for each hundred lines. Each line appeared on one segment of a fixed commutator, and a rotating brush operated by means of a friction drive revolved steadily, night and day, wiping over the commutator segments. When a phone (with the called number loaded and its spring wound up) came off-hook, it grounded one line. The brush on the commutator searched for just such grounds. The ground signal, connected by the brush from the commutator segment to a relay-like ratchet, caused that device to operate, moving in a catch to stop the brush's movement immediately. The rest of the machine would then fling itself into action to connect the calling line through to the next stage of switching so that pre-stored digits could be obtained. Then the cutoff relay would be operated and the scanner released so that it could continue its search for originations.

The Lorimer system, like Babbage's early computer, was full of ideas ahead of their time. Unlike Babbage's computer, however, it worked successfully. A number of systems were sold in Canada and one in England.

Large motion switches, such as those used in the Strowger, rotary and panel systems, tended to be complex mechanically by their very nature. Thus, simpler switching mechanisms were constantly being sought. North Electric's all relay system was quite successful, but the crossbar switch ultimately worked out better. Invented in 1913 by Reynolds at Western Electric, apparently for use as a line switch, it was shelved while the panel system was developed. Betulander, in Sweden, seems to have taken the next step about 1917, and later, the Swedish Telephone Administration developed a number of step-by-step crossbar systems for small offices. In 1930, Mattheis, of Bell Labs, visited Sweden and was so impressed that he managed to revive Bell System interest in the device. No. 1 crossbar resulted, going into service in 1938; the peak of crossbar art was reached with No. 5 crossbar a decade later. But the crossbar switch itself corresponds directly to the peg switch used by Western Union for telegraph connections in the late nineteenth century and similar manual telephone switchboards. These usually had a number of horizontal bars for interconnection, with the lines to be connected coming in on vertical bars. To make a connection from an incoming to an outgoing line, a metal peg would be pushed through the vertical and horizontal bars to make half of the connection from the incoming line to the horizontal. Another peg would connect the horizontal to the vertical associated with the outgoing line.

We could also follow "translation," one of the basic ideas in modern common control switching, from Molina's 1906 patent to the panel decoder to crossbar number groups and the Dimond Ring translator in No. 5 crossbar. Ultimately, however, translation is a process so natural to computers that, in its current uses, it doesn't seem to be anything special at all. But prior to computers, it was quite a task to be able to relate the user's directory number to his line's position on the switching matrix and vice versa.

Stored program control is another feature that is natural to modern systems built around computers. To anyone who has ever watched a player piano, there is nothing new about the concept, but the nature of electromechanical switching does not offer many examples of stored program precursors. The only possibility that stands out is the sequence switch used in both the rotary and panel systems. A sequence switch consisted of a shaft turning up to 25 "contact cams" or disks with conducting material on both sides. By cutting away the conducting material in various patterns, four springs contacting each cam could be interconnected in a variety of patterns in each of the 18 positions a switch could assume during one revolution. Sequence switches saved a number of relays, but they also recorded the normal and alternate operating sequences of various switching processes.

One final switching concept worth reviewing is "call back." In the days of manual switching, where separate recording and completing operators handled toll calls, the recording operator would obtain the calling and called number, make out the ticket and pass it to the completing operator. The completing operator would then call back the person making the toll call and set up the connection. The recording operator, who also handled local calls, had a 24-volt talking battery; the completing operator, to increase the level from the telephone set, used a 48-volt battery.

In automatic switching, establishing a connection was a very complex operation, particularly with any form of common control. Thus many systems would set up the connection to a register-sender and then let the register-sender, once it had obtained the called number, continue the connection from that point. Dropping a connection through one or more stages of switching was unthinkable after all the intricate operation required to set it up.

Then came No. 5 crossbar. Copying an earlier PBX that had not been put into production, it used the callback principle to the hilt. Two thousand or more relays would operate to establish a connection through line link and trunk link frames to an originating register, store the calling switch position and class mark, test the connection and return dial tone. Then, when the called number was registered, the whole thing would be dropped and a brand new connection, line-to-line or line-to-trunk, would be established. Wasted effort? Not really; that's what gave No. 5 crossbar its great flexibility. No. 1 ESS does the same thing, and any switching system using an electronic matrix follows suit. But again, with electronic components, the method of operation is so natural that one hardly notices it. Because connections can be established and changed so quickly in an all-electronic system, no other approach need be considered.

Remote concentrators

Perhaps the most intriguing idea to recur throughout the history of telephony is remote concentration. It is evident that most lines are idle most of the time; thus concentration is built into most local CO switching matrices. A modern line-finder, for instance, will concentrate 200 lines to approximately 20 first selectors, and only about ten connectors are needed to serve 100 lines. Since only 40 trunks are needed to connect the line-finders and connectors for 200 lines to the rest of the switching matrix, it should be possible to locate the line-finders and connectors close to a group of customers and save 80% of the pairs to the CO.

Before World War I, such an approach was apparently used fairly extensively with both automatic CO switches and manual switchboards. Typically, plunger line switches and connectors for 100 lines would be located remotely; all calls would be carried back to the main switch for completion. In addition to saving copper, this arrangement simplified trunking between switches. Only the main COs had to have connecting trunks; the remote concentrators, called "automatic district stations," were trunked only to their mains.

The disadvantage comes when the local users have a high community of interest. When each intraconcentrator call takes up two CO trunks, it doesn't take many calls to lock out the majority. And it never has been easy to beat the cost or reliability of plain copper pairs.

Common control equipment didn't lend itself too well to this approach; the need to ingest and store a certain number of digits before any kind of path was selected and the need to associate a register with a trunk for incoming calls led to problems. Community dial offices (CDOs) were designed, of course, but not as concentrators. In Europe, mit Laufer ("with-runner")operation on outgoing calls set switches in both the CDO and the main at the same time, ultimately dropping the switch train that turned out not to be needed, but concentrator development lagged.

The coming of the transistor suggested that remote concentrators should be given another chance. The germanium transistors available in the early days were highly temperature sensitive and there were many other difficulties. But the potential seemed to be very great. An electronic concentrator was developed by Bell Labs, but it never made it to its field trial. While being lowered from the lab on a floor well above street level, it slipped its moorings, breaking away from the hoist and landing in the street below. Solid-state circuits are rugged, but not that rugged.

For a while, foreign concentrators were imported, and efforts were made to realize the potential of modern components in large COs. Initially, it took a large number of lines to make the per-line cost of electronic control equipment low enough to use.

In the meantime, business traffic was growing. A PBX is a form of concentrator, but half its calls are internal. This poses no problem since an access digit (dial 9 for outside) can separate the concentration function from the internal calling. Where a step-by-step PBX is served by a SXS central office, the automatic district stations idea springs up once again. In 1958, DuPont, in Wilmington, Del., obtained direct inward dialing (DID) by the simple expedient of running trunks from a CO selector level to PBX selectors graded in with the tie-trunk incoming selectors, effectively making a portion of the PBX the final stages of CO switching.

Bell's No. 101 ESS is an interesting combination of concentrator and PBX. It features one large common control in the CO, and a number of small time-division switching matrices serving individual PBX customers. The small switches are controlled over data links; it is tempting to think of the same control also operating the CO switch so that inter- and intra-PBX calls could all be handled as part of one big system. Clearly, such an approach would also work in a concentrator/main situation to provide CDO service.

The remote concentrator idea has been around for a long time, but it never has quite overcome the low cost of copper or the high cost of maintenance. The tide may be changing, however. Electronic switching is now becoming so reliable that maintenance forces have to be centralized to serve a number of offices if enough troubles are to be obtained to maintain troubleshooting skills. A centralized maintenance force could as easily serve, concentrators as main switches.

And as for the copper, that too may be licked. Digital Telephone Systems has combined T-carrier with remote concentration to serve 100 customers on 24 T-carrier derived channels on two pairs. And if this isn't enough, there is one more step that is sure to be taken in the immediate future. The remote concentrator requires a large amount of CO equipment that brings the two pairs back to 100 lines for connection to a standard telephone switch. With the right kind of switch, this would not be necessary; the PCM signals could be switched directly in digital form.

Such switches already exist. They generally use T-carrier channel banks to provide analog to digital conversion, some nearby for lines near the CO, and some remote. Where the channel banks are remotely located, space in the CO is conserved. Digital PBXs and remote concentrators can be served in the same way. And, of course, trunking can go direct to higher level switches; No. 4 ESS is just the first of these to come along. My guess is that the time is almost right for remote concentrators to come into their own. I'm on their side.

Telephony is a vital, exciting field. We've tried almost everything, but each time around, new possibilities open out before us. The business may be 100 years old, but "you ain't seen nothin' yet!" Watch out for the next 100 years!

A note on sources

Arthur Bessey Smith's "History of the Automatic Telephone," serialized in Sound Waves between October, 1907 and January, 1908, then in the American Telephone Journal through most of 1908, and finally, in Telephony through 1909 is one of the better sources. Smith and Campbell's Automatic Telephony (McGraw Hill, 1914) is also excellent, as is Kingsbury's The Telephone and Telephone Exchanges (Longmans, Green, 1915—London). A good biography of A. B. Stowger, with an interesting description of the La Porte cutover, will be found in J. Hartwell Jones' Telephony article, "Industry Honors First Automatic Inventor," October 15, 1949.

Certain articles in the Bell System Technical Journal were also used. Oscar Myers' "Common Control Telephone Switching Systems," Nov., 1952, contains a wealth of information. Other articles include "Tone Ringing and Pushbutton Calling," by Meacham, Power and West, March, 1958; "Pushbutton Calling with a Two-Group Voice-Frequency Code," by Schenker, January, 1960; and "An Electronically Controlled Switching System," by Malthaner and Vaughan, May, 1952.

The Lorimer System is described by Smith, Smith and Campbell, and patent No. 1,187,634. The Law telephony system is covered in Kingsbury; the patent cited there is No. 220,874.

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The section on remote concentrators showed just how history flows on, with human ideas evolving from one step to the next. Within a month, several major manufacturers announced their new digital Central Office product lines (see Telephony, July 19, 1976) including stations carrier and remote concentrators. It's not all that hard to predict the inevitable, but it is gratifying to have things work out so promptly.

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