NATS1760F INAL E XAM R EVIEW
I. T OPICS FOR SHORT A NSWER Q UESTIONS (6 OF 8)
1. Features of the 1 Industrial Revolution
A. New Energy Sources
With an increase in population in England, came a scarcity in land. As a result, energy sources
like wood became extremely expensive as they grew scarcer – the price grew 5-10 times
higher than it had in the past.
As a result, we see new things: a shift from renewable energy sources to non-renewable
energy sources.
o Renewable energy sources like wood were increasingly being replaced by non-
renewable sources like oil and coal.
I.e., it’s coal that is used in the steam engine and when using steam power.
Why do we call certain kinds of energy sources renewable and some non-renewable? You can
replant/regrow trees, but with these non-renewable energy sources, once you use it, that’s it.
Increase in energy consumption – more people, therefore more goods being produced.
o What is the end result of this increase in energy consumption?
Pollution – the industrial age was one of the filthiest time periods in history.
During industrialization, the rapid rise came with unsanitary conditions, which
means that disease and filth were rampant in many area of life
B. Factory System
The introduction of factories was a very gradual process. We often see that factory methods of
producing and manufacturing goods went alongside traditional methods.
What makes a factory setting so different from a traditional setting where products were being
made?
o Prior to the rise of factories, most goods were produced on a much smaller scale (i.e., in
small areas or households). But factories are in essence a very large-scale area were
manufacturing and production happens under one roof
o An increase in the use of machinery for manufacturing and producing goods
o Wage labor
One of the very first factories in Europe was created by the Arkwright family
Many things were produced within the factory setting (i.e., textiles – like cotton)
In some factories, the greatest number of workers was mainly comprised of children (as young
as 4, 5 and 6). Children were cheap and easy to control. But more importantly, children were
young and small and could access areas that adults could not. They also did many of the
dangerous tasks, and operating dangerous equipment. There was also a greater number of
women working within the factory setting as well.
The general laborers working in the factory has a very difficult kind of life. Laborers weren’t
necessarily working the standard 8-hour shift. They would often work around 12+ hours/day.
Laborers grew very resentful to this kind of work and lifestyle. Factory work increasingly
required less skill than traditional labor. So we see a transition from highly skilled work, to the
increasing use of semi-skilled to unskilled labor. In addition, there was resentment amongst
factory workers because they often did not see the benefits/rewards of this increase in
manufacturing/production. With the increase, wages remained stagnant, which also led to
resentment amongst the laborers.
1 Laborers were also resentful of clock-time. With the rise of the mechanical clock during the
Scientific Revolution, the clock was valued amongst laborers, but as we get into the Industrial
Revolution, this will change, and laborers will become resentful of the fact that every part of
their day was heavily regulated according to the minutes and seconds of the clock.
1799 Parliamentary Act – makes it illegal for workers to unionize in hopes of bettering their
work conditions. The reason for this is that factories were bringing about economic prosperity
for the country. England was growing in both prestige and power during this time, and didn’t
want to disrupt this process. Therefore, for the most part, laborers were ignored in terms of
their demands.
Development of institutions alongside factories – jails and schools – which were the elements
of social control
C. Industrialization and New Methods of Financing
Historically, factories were financed through trades like sugar and laborers. However
overtime, this is going to change. Increasingly, we see new kinds of financial institutions. Prior
to the age of industrialization, we see countries/areas like the Amsterdam who were very
instrumental in developing new kinds of financial institutions. England too developed their
own stock exchanges and financial institutions like banks.
The successes of countries like England were in large part facilitated by the fact that these
countries were engaged in a process known as colonization in other parts of the world. This
era of colonization involved European countries going to places like North America, Africa, and
Asia and essentially asserting social, economic and political control over other countries.
England’s primary colony during this time was India, but Canada also started as a colony.
The colonies provide 2 very important things for the home country:
o Raw materials: England would receive its raw materials required to produce and
manufacture goods within the factory setting
o Consumer base: within the colony, there were large groups of people who would
purchase the goods produced in the factory. We see this idea of sustained economic
production.
The negative impacts of colonization – when a country was colonized, it often prevented the
colony from industrializing themselves. One of the most famous sayings in England during this
time was that it’s better to keep India agricultural, rather than mechanical. A lot of the colonies
were therefore prevented from industrializing through economic policies (i.e., the protective
tariff was placed on India during this time – goods that were produced in India were more
heavily taxed than goods produced in England, making them more expensive, and therefore
less likely to be bought than the goods produced in the home country)
D. Changes in economic and political ideology
Economic:
o Mercantilism (economies are state-controlled and free trade is restricted in order to
help boost exports and increase the state’s resources) vs. open markets and free trade
o 1776 – Adam Smith’s Wealth of Nations is published which argues for laissez-faire
capitalism – a more free trade economy associated with capitalist ideas. This was a very
different idea than that protectionist idea posed on countries during this time
Political:
o Karl Marx spent much of his time traveling to the different factories and making note of
the discontent of the workers. He eventually proposed that workers would never get
their fair share, and they’ll never see the benefits of industrialization until they took
over the means and modes of production (i.e., equipment, factory) that the owner
2 themselves were in control of. He believed that the only way of creating a more
egalitarian society is if the workers themselves controlled things, and not the owner.
o Marx noted that this kind of class struggle could be violent, and this class struggle will
become the foundation of Marx ideology, and the foundation of socialism and
communism to follow.
2. Patents (rise of techno-science industries)
The key feature of the industrial age is the rise of the new Techno-science based industries
which began to immerge during this period of time
Techno-science industry – an industry that will begin to use scientific knowledge in the creation
and application of new goods/technology. In other words, they’re industries that require some
kind of scientific knowledge to produce an actual good. Most kinds of goods that are made in
society today require some kind othunderstanding of science. But this kind of industry was not
around before the early-mid 19 century; it’s a very new kind of industry.
o E.g., techno-science based industries included those related to fields like electricity and
chemistry.
Electricity – a science, so people started studying electricity, and using this
knowledge to make things like vehicles and electric lighting.
Chemistry – people studying chemistry began to develop new products out of their
research and started to sell these products; two industries, which developed during
this period of time, were the synthetic dye industry, and the pharmaceutical
industry.
Techno science based industry – industries where you take scientific knowledge and research and
apply it to the production of goods
These industries are not just important in terms of the kinds of goods that they produced, or to
better understand the relationship between science and technology, but they represented
extremely good examples of industries which were managed and controlled by both countries and
corporations – the theme of management and control
Understanding this trend/process can best be done by referring to an idea presented by the late
historian named David Noble, who talked about the techno-science based industries as
representing a very important trend, which was the monopoly over science.
o Monopoly over science – a country/corporation having exclusive control, monopoly can
refer to one or a couple of corporations having complete control over an industry
o When Noble talks about the monopoly over science during this time, he is talking about the
fact that not only were countries and corporations able to control invention, but that they
discovered, and began to control the process of discovery as well.
o How exactly were these corporations able to do so? Patents
In the 19 century onward, patents were going to be used, not for the first time, because patents
were around long before the 19 , but patents will be used in new and unique ways
Patents are not new; what is new is the way they were used and incorporated
Generally, a patent is a legal document, which allows inventors, individuals or companies to have
the sole/exclusive right to make, use or sell an invention of a specific period of time. During this
period of time, no other person(s) can make, use or sell that same product without the permission
of those holding the patent right. The key here is fixed period of time – all patents have an
expiration date, meaning that at some point when this date expires, competition can begin,
however until this time occurs, exclusivity is the major thing granted through a patent.
Why are these patent systems so prevalent all around the world? Patent systems are thought to be
one of the best ways of encouraging invention. If individuals were not given patents or exclusivity
over their invention, it is quite likely that people would not like to disclose their inventions out of
3 fear that someone might copy that product. Once an invention has been deemed unique enough to
warrant a patent, the inventor(s) are given patent rights, and the inventor has to disclose the
details of their invention, and this is done through the patent office.
In essence, you agree to go public when you receive rights from the patent system
Advantages/disadvantages associated with the patent system:
o Advantages:
Security – when a person has patent rights over an invention, it gives them a sense
of security, and it makes the process of disclosing the details of an invention much
easier to do
Incentive system – as a way of encouraging invention; people would also go to
industries to have their invention funded (thus strengthening the incentive and
security)
“Patents beget other patents” – usually, inventions (through inspiration) happens on
top of older inventions
o Disadvantages:
No competition, and limitation to consumer choice - When one person/s has patent
rights over an invention, it means that no one else can produce this product –
consumers are limited in terms of choice and price
Debate: whether or not saving lives is more important than protecting the rights of
patent holders – Pharmaceutical industries often spend 100s of M of dollars
researching and creating new drugs, and once these drugs are produced, the
pharmaceutical companies have exclusive rights for an extended period of time.
However, these products are also very expensive, meaning those coming from a
lower socio-economic status (i.e. developing countries) cannot afford these
products.
People and corporations will have and will always fight over patents – When you
fight over patents, you waste time and money, because this often leads to going to
court. This loss of time and money comes at the lost of further innovations
3. Ford and mass production
Henry Ford – amongst the first to fully embrace these new techniques of production, and in later
years include the introduction of the assembly line. This is why Ford is often given credit for being
the founder of mass production. Mass production involves the both coupling of the American
system of manufacturing and the assembly line
Characteristics of the American system of manufacturing:
o Introduction of specialized machine tools – machines used to make other machines/tools
o Standardized parts – parts that are all the same, standardized/alike
o Interchangeable parts – because each of the parts are alike, you can in fact replace one part
with another, they are inherently interchangeable in nature
However, this didn’t happen over night – Ford began his automotive company in the late 1800s,
and the process of mass production doesn’t take place until 1914, therefore a lot of time will pass
before these techniques are fully embraced
Historians still debate whether or not mass production was created during this period of time, or
long before. However, mass production as we know it which includes producing goods using
standardized parts, at a high volume and at a low cost really took off in the early 19 century
during this part of the world
a. Early Years
4 Ford was not the inventor of the automobile, automobiles were around long before Ford began
to create cars
His company was founded in the late 1800s, and yet mass production techniques will not truly
begin to develop until 1913-1914
His philosophy was very different than that of his contemporaries – if you understand the
philosophy, then it’s easy to understand why Ford adopted these techniques more so than
anyone else at this time
Ford’s philosophy: Ford wanted to create “a car for the masses” – this has been known as
putting a car into every person’s garage. In order to create this philosophy, Ford is going to
have to:
1. Make cars cheap
2. Create a high volume of cars
From the very beginning, we see that Ford’s philosophy was quite different because in the late
19 century, most automobile and car manufactures believed that cars for the most part were
luxury items for the rich. There was a belief that cars were rich people’s toys, and that was in
fact how most individuals considered cars. At the turn of the century, the average car cost
about $1800, and during this time, this was considered a lot of money. As a result, most people
could not afford. Ford has a different approach, and he tries to moves away from this idea of
cars being a luxury for the rich, and towards the idea of creating a car for the masses
b. Ford and ASM
Ford was very open to experimentation – e.g., he’ll give his engineers a lot of leeway within the
factory setting. Also, Ford is well known for putting lots of money back into his factories during
the earlier years, and made sure that people were given the time and opportunity to create
new techniques of production.
Also, because Ford wanted to create a car for the masses, creating a higher volume and
creating cars that were cheaper meant that Ford is going to be far more enthusiastic to the
American system of manufacturing than other individuals
He was exposed to the American system of manufacturing through the process of knowledge
diffusion – Ford hired many individuals to work for him, and often times these individuals
exposed Ford to many of these ideas and techniques.
o James Couzens - tells Ford that in order to gain greater control over the production of
cars, was that Ford should not only sell cars, but also make the parts for the cars. This
technique is called vertical integration – controlling not just the selling of the product
but also all facets of production
o Walter E. Flanders – he first worked as a machine tools salesman for Singer and then he
came to work for Ford. He tells Ford that in order to create a high volume of cars, not
only should you manufacture the parts, but also all the parts should be standardized.
Creating uniformed parts, through the use of specialized machine tools, is key to
producing a high volume of goods
o P.E Martin and Charles Sorenson – tells Ford that it’s beneficial for Ford to try to control
almost every facet of manufacturing and production within his facility (i.e., where the
machines were laid out, when the machines should be operating etc.). They also told
him about the benefits of going to other industries for inspiration. I.e., use techniques
from the bicycle manufacturing industry and apply these techniques to create car parts
more effectively
Ford is an individual much more willing to adopt and accept the American system of
manufacturing techniques in large part because these techniques were helping him to fulfill his
goal of creating a car for the masses.
5 c. Highland Park
This idea of using the American system of manufacturing techniques and creating a large
volume of cars meant that at some point Ford had to move out of his initial place (located in
Detroit) to a much larger facility known as Highland Park.
Ford bought the land, which was located in the outskirts of Detroit, in 1906. He bought over 60
acres of land
It was an extremely different kind of manufacturing and production facility, and it was
designed in large part to alleviate any of the problems that Ford had faced in his older facility
Ford was much more interested in moving his facility out of Detroit and into the suburban
areas, because of the following problems that he faced:
1. Space is a major limitation – you can’t increase your volume of production if you’re in a
smaller space.
2. Efficiency of the workers – people had to go up and down in terms of manufacturing
and producing automobiles
3. Traffic – getting goods in and out of the city was much harder to do because of things
like congested roads
When Highland Park was built, it was built on such a scale, that it had never really been seen
before in the past.
At Highland Park, Ford made sure that all manufacturing and production facilities were
created close to one another – facilities that were on ground level, which meant that they were
extremely long and extremely wide.
Highland Park will also become to area where not just cars were built, but you build the parts
for the cars as well. In essence, Highland Park will become Ford’s own little kingdom
Initially, Highland Park was used in large part with the American system of manufacturing in
mind. When Ford did include the assembly line, he was once asked what Highland Park meant
to him. He said that he had created Highland Park based on 3 principles:
1. Accuracy – based on the belief that you never needed to test a car coming out of an
assembly line way of production because every car should work according to design. No
car was ever tested until the final product came off the final assembly line
2. Power – Highland Park is going to be a highly mechanized facility of production. Not
just using the assembly line, but also something that is completely based on electricity
to get everything up and running
3. Economy – Highland Park was vast in terms of a facility for manufacturing and
production. Multiple facilities being located on 60 acres of land – control every single
factor in order to stay on top of manufacturing and production. Bottlenecks signified
problems in the process of manufacturing and production, and Ford had to ensure that
these bottlenecks did not tamper what was his ultimate goal of creating as many cars as
cheaply, and as efficiently as possible
d. Development of the Assembly Line
Visually, an assembly line is like a mechanized conveyor belt – people worked on an assembly
line by performing very simplified tasks. The pace of work on an assembly line is often done
according to how slow or how fast the assembly line goes, which is why we call assembly line
production mechanized work
6 Although Ford had adopted many of these new techniques, which allowed him a higher level of
production, he was still limited because cars in those days were still being built in traditional
ways.
Limitation: They were built by assembly gang members – groups of workers who would be
responsible for producing parts of a car. The problem: when you have people being
responsible for your volume of production, there are many limitations. People can slack off, or
get sick; there’s only so much they can produce in a day.
Even after Highland Park was opened, Ford was increasingly facing problems with keeping up
with volume; therefore he looks for an alternative form of production. He looked for
inspiration in other industries – this included the canning industry, and the meatpacking
industry.
o Meatpackers start off with a carcass, and they use it to break down the meat into little
pieces. Meatpackers are essentially disassembly lines – you take something big and
break it up into little bits. When you reverse this process, you get an assembly line –
when you take little bits and put them together to get the final product off the line.
Assembly line production was taking small bits and putting them together, and finally
having a car manufactured in the process. This technique coupled with the American
system of manufacturing is the basis of what we know as mass production of
goods today
Mass production consists of the following ideas:
1. Mechanization of production – which comes from using the assembly line
2. Successful because of high wages
3. Low prices
4. High volume
In terms of volume – the first assembly line was introduced in ford’s plant in 1914, and Ford
went from producing 6000 to 200,000 cars/year. Higher volume also meant a great reduction
in the time it took to build the cars. Cars that were once built in hours (i.e., 12), were now
reduced to 6 hours, and eventually under 1 hour.
At the turn of the century, cars cost $1800, and by the time he introduces the assembly line,
cars were reduced to $275 (in less than 20 years). As a result, Ford was able to fulfill is goal of
creating a car for the masses – for the first time people other than the rich were able to afford
their own automobile.
The assembly line is one of the technologies that is most often referred in technologically
deterministic language – the idea of the assembly line completely changing work and methods
of work is only 1 half of the story. The assembly line does in many ways change the way people
do work in a factory setting; but equally important, the assembly line would not have been a
success in Ford’s story if he would not have introduced an equally revolutionary social
measure
Why did Ford initially have so many problems when he introduced the assembly line?
1. Workers needed very little to no training, which meant the elimination of many high-skilled
positions – something workers greatly resented.
2. Also, assembly line controlled the pace of the production. Work was done according to the
pace of the machine, not according to the workers – workers would speed up/slow down
according to how fast/slow the assembly line went
3. Assembly line work was extraordinarily boring – it was repetitive, tedious; people had to
do the same small task for 12-13 hours/day
After the initial introduction of the assembly line, workers left their jobs
7 Ford faced a 380% turnover rate during the first year that the assembly line was introduced; for
every 9 workers that Ford would hire, only 1 would likely stay.
Therefore, Ford had to find a solution. Initially, he believed that the best solution was to give them
a pay increase of 13% (1913), which meant that workers would receive $2.34/day, and this was
considered an extremely competitive wage. He also promised his workers a bonus if they stayed
with the company for a period of time.
Despite the bonus and the wage increase, he still had major problems. By December of 1913, only
640 out of 10,000 qualified for the bonus
1914 – Ford decides to try something radically different – to give his workers the unheard wage
rate of $5/day. This is a great success for him because:
1. $5/day eliminated all problems that Ford had in his factory – workers were now
gathering to work for him - workers were willing to do anything for $5
2. Social control over workers – in order to qualify, workers had to be subject to control not
only inside the factory, but also in their homes. The reason for this is because Ford wanted
to create an “Americanized workforce” – he wanted them to speak English, look like
Americans, dress like Americans etc., he often hired new immigrants and other individuals
and attempted to shape them accordingly. Psychologists and sociologists would come into
the homes to teach you how to be American once the workday was done
3. Disposable income: With $5.00/day, workers for the first time had more money in their
hands than ever before. With this new disposable income, workers will purchase more cars.
Ford would essentially pay the workers, and then the money would be re-invested into his
company – a brilliant idea. By doing so, Ford is now truly able to put a car in every person’s
garage, and this was done not just with the introduction of assembly line, but also with
introduction of the $5/day wage increase which was equally important
Every success story eventually has a decline – Ford’s decline in the 1920s
One of the things that made Ford such a success in early years was his openness to new ideas, new
experimentation and new ways of doing things. But ironically, in the 1920s, the very opposite is
true in that Ford became immersed in old ways of doing things – there was a great reluctance to
change.
This reluctance will start to create many problems for Ford
In the early 1920s, Ford was still manufacturing 1 car, the same car that he had been creating in
the early 1900s (Model T) – even in the 1920s, Model T had not changed very significantly at all.
By the 1920s, this was beginning to be a problem for consumers.
In the 1920s, in the U.S was a time period known as the Roaring 20s – people had lots of money on
hand, and people were tired of their car looking like everyone else’s car.
Ford’s managers were urging him to try something new, but by this time, there was this great
reluctance to do so. As a result, competitions become commonplace in the automobile industry, as
other manufactures begin to draw attention away from Ford and gain their consumers
General Motors’ introductions:
1. Credit for purchasing cars (i.e., if you didn’t have the cash to buy a car, they allow you to
purchase one on credit)
2. Variation/model change on a yearly basis – because every year cars would look a little
different than the year before.
3. Luxury models, and they did so by using a new technique called flexible mass production
– you’re incorporating mass-production techniques, but you’re doing so by planning for
changes on a year-year basis
In 1921, 1 out of every 2 cars was a Model T, but 5 years later, 1 out of 3
8 This failure to adjust to expectations is what makes Ford’s ultimate success peak in the early
1920s
4. Attitudes/philosophies toward science and technology in WWI and WII
Three major areas:
1. Attitudes and responses toward new scientific and technological developments, as well as
old ones
2. Where science and technology keys to victory
3. Ethical and moral questions raised
We live in a world today where most individual think of science and technology as being regarded
with a great deal of enthusiasm. Most countries during times of war raced to create the latest
technologies and having better technology is often seen as a major way of gaining some kind of
advantage over your opponent.
However, in WWI, things are a little different – attitudes and responses towards science and tech
were not always positive – there were mixed attitudes toward scientific and technological
developments during this time. Some scientific and technological developments were viewed very
positively, and some were viewed quite negatively, regardless of the contribution they gave to war
efforts
WWI(1914-1918)–10 M lives lost, a period of time known by many as being the “great” war, and
when it was completed, “the war to end all wars”
Historians suggest that the number of lives in WWI were sometimes lost unnecessarily because
soldiers often lost their lives were put in situations for the most part that met with death
th th
“WWI has often been called a 20 century war that was fought with 19 century tactics”
o Despite having access to these technologies, tactics remained old fashioned and traditional
– they remained 19 century tactics. In WWI, we see the fact that strategies did not always
mesh well with the technology available – and when the strategies don’t necessarily fit with
the technology available, the end result can be a disaster
E.g., British and French leaders frowned upon the machine gun – they saw the machine gun to be
an unfair, unsporting and unethical device. It seemed to go against the very basis and foundation
of what was considered to be a romanticized idea of how wars should be fought, and it seemed to
go against the traditional way that wars should be fought
o It’s so different from traditional methods of warfare because traditional warfare is often
associated with hand-to-hand combat, looking into the eyes of your opponent where you’re
fighting with bravery and honor. For many people, using a machine gun simply did not
mesh well with this idea of how wars should be fought. You could use a machine gun
indiscriminately, and plow down as many opponents as possible, but you don’t necessarily
need to see the opponent face-to-face. Therefore, despite the availability, there was a
rejection of it, especially in the early years of war
o Not only did they reject the technology, but these leaders were also unfamiliar with how to
strategize with it, and as a result, in the earliest battles, we see unfair fighting – resulting in
blood baths.
German Kaiser was an individual who continued to favor traditional methods of fighting (i.e., the
idea of soldiers on horses, despite the readily availability of machine guns)
In WWI – many of the military leaders in the British army often came from the aristocracy. These
were not necessarily those experienced in battle, but their higher class meant that their views on
fighting were quite traditional and romantic
9 A. Naval Power
Naval technologies – the attitudes toward science and technology were very positive
Building a stronger and more powerful navy was considered to be instrumental for many
countries, not just during WWI, but well before (i.e., England traditionally throughout her history,
tried to maintain a powerful navy, essentially because it was a country surrounded by water)
1905-1906 – the British had created what was considered to be the most powerful battleship
called the Dreadnought. This was the biggest kind of battleship that was ever created – its size and
scale were incredible, weighing over 21,000 tons, and having a radius of over 8 miles.
When it was first constructed, it was believed that over time this kind of vessel would make other
battleships outdated, this did not happen. But it instilled a sense of fear amongst other countries
that the British were ahead of them in building a strong navy. As a result, during the period of time
leading up to WWI, many countries around the world started investing in naval technology, and
this was aided by several developments.
During this period of time it wasn’t just Europeans, but also the smallest and poorest of countries
desired to do so – to get, as historians have called, a “place in the sun”.
o Countries during this period of time equated having a strong and powerful navy with
having presence on the world stage. This meant that it was better to invest in these kinds of
naval technologies then at times to feed the citizens of your country
The drive to build strong naval technologies was aided by the fact that many countries around the
world during this time had lobbyist organizations.
o E.g., Navy leagues were organizations that lobbied the government to fund navy
technologies. They did so because it was a great benefit to them. Those who comprised of
these organizations were often oil manufacturers, petroleum makers, ship builders etc. –
those who would benefit greatly if the government were to invest in naval technology.
These organizations often did so with the use of fear (i.e., propaganda) in attempting to
gain government support. This propaganda came in the form of “if you don’t build a
stronger naval force, than it is going to place you at a disadvantage to your enemy”
Historians call this time the world’s first arms race
o When WWI begins, many countries, especially those like Germany had well caught up to
the British in building a strong naval force, therefore, when WWI starts, no country had a
true advantage over the other in this area
The development of different kinds of technologies in WWI often gave countries an advantage in
battle, but did not necessarily guarantee ultimate victory in the war itself
During WWI, we can’t really point to the development of any 1 technology as being the key factor
in why the war itself ended. However, we can look at certain technologies at giving one country an
advantage over another for a period of time. Before, that advantage was negated with the
development of a counter technology. E.g., naval technologies:
o The Germans during the early years of WWI had a huge advantage over their enemies
because of the development of U-boats (submarine technologies). This provided them with
the advantage on the sea, and proved to be a great problem for British and merchant ships
attempting to cross the ocean.
o As a result, the British develop a counter technology to solve this problem – they created
hydrophones, which allowed them to better detect submarines in the sea. They also
developed different strategies to mitigate the effects of a U-boat attack (e.g., instead of
having merchant or military ships stand alone, the British developed strategies which
allowed them to group these ships together, making a U-boat attack less severe or evasive
While the development might have given a country a temporary lead or temporary advantage
during WWI, this kind of lead soon dissipated with the development of a counter measure. It also
10 shows us that when we talk about the overall aspect of victory in WWI, was not necessarily a
result of the development of any particular scientific application or new technology
B. Mass Combat and the Introduction of New Land and Air Weapons
In WWI, the kind of coordination and organization that we take for granted when it comes to
military engagement today was simply not around during this period of time (e.g., the emphasis
placed on naval technologies, as opposed to land troops)
There wasn’t a great deal of coordination between the navy and the army – this kind of
organization will only start taking place towards the end of the war
Strategy – why was there such a problem with strategy when we talk about WWI as a whole?
o When WWI began, people’s expectations about how long the war was going to last were in
fact far off. With very few exceptions to the rule, when WWI started, there was this belief
amongst many political and military leaders on both sides that the war would last about 8
weeks.
o As the war grew longer, old strategies had to change, and new strategies had to be
developed – and this was not always met with success
Transportation – railroads were instrumental in transporting goods and troops across the
country, but the railroads only got you so far. Overtime the soldiers could use the trains to get to a
certain location, but then they’d have to walk to get to where the battle was happening
Communication – one of the newer technologies available to both sides during the war was the
radio – there were huge problems as the war progressed and became associated with trench
warfare. E.g., it was very difficult to correspond via radio communication in trench battles, simply
because orders could often not be heard amongst gunfire, bombs etc.
a. Barbed Wire and Guns
Barbed wire - a technology that had been used even in the 1800s – and yet, barbed eliminated
one fundamental aspect of fighting – using the element of surprise. When you add barbed wire to
trench warfare, it created a problem for military leaders
Machine guns – not only were there negative attitudes, but there were major problems
associated with how to properly use the guns.
The machine can was first developed in the 19 century – it had been used by most major
powers before WWI (i.e., battle between the Russian and Chinese in 1904) – therefore why was
there a problem with strategy, and implementing and using the device itself?
By 1914, new methods of production are being used to produce new goods – mass production
o “The war of mass production” – WWI was the first war where goods are going to be
mass-produced on a scale unlike anything before in history – higher volume and cheaper
costs. Therefore, not only did each side have these technologies, but they also had more of
these technologies than ever before
o WWI was a war where both sides had access to similar technologies. E.g., the machine gun
had been used by many European nations in the 1800s against other civilizations that
didn’t have access similar technology. Often, European leaders would boast about the fact
that one machine gun could plow down thousands of native soldiers – this was important
given the fact that the 1800s was the peak of colonization, where many European countries
exercised social, administrative, political and military control over other nations
In WWI something different happens – sides are fighting one another with access to the same
technologies. Not only do they have access to the same technologies, but also they have access to
more of them then ever before. Therefore, the fact that WWI was a war of mass production plays
a huge role. With more availability, military leaders had to figure out what do with these
technologies, and they couldn’t do so before hand, as they had to do so during the war itself
11 Trench warfare is important because it’s associated with problem and strategy. Most people
believe that trench war developed during WWI, but this is not the case. Trench warfare was
heavily used in the American Civil War. Trench warfare itself resulted in stalemates between
both sides in WWI. There was nothing more terrible for a soldier than to be a soldier associated
with living in these trenches during this time. Every aspect of their daily lives occurred within
living in these trenches.
b. Chemical Warfare
The use of poisonous gases became commonplace during WWI
The Germans were the first to successfully use poisonous gases (1915).
Initially, the Germans stopped using poisonous gas for a period of time because of the attitudes
associated with it. Many established German military leaders were horrified of the idea of
attacking their opponents with poisonous gas. They thought that poisonous gas was an
unsporting and unchivalrous way of attacking enemies.
This hesitation was soon squashed as the war continued, and in WWI we see both sides use
poisonous gas against the other.
Up and until WWI, Germany was the world leader in the chemical-based industry, therefore it
makes perfect sense that Germany was the first to develop this technology
When poisonous gas was introduced, it represents another example of a technology that initially
gave a country an advantage against her opponents during times of war.
But this advantage was soon negated through introduction of counter measures. E.g., with these
gas attacks, one of the major technologies that was developed to counter its effects was the gas
mask.
However, as historians have pointed out, even with the development of gas masks, much had to
be done to teach soldiers how to use the masks when they were first developed. Initially, many
of the masks that were first created were extremely problematic to use (i.e., they could not see
properly, or they felt very claustrophobic in them). Soldiers believed that putting a mask on your
head wasn’t enough to protect you from the gas – they used to put the mask on the part of their
body where they felt the burn, therefore many educational campaigns needed to be
implemented to get soldiers on board with this idea of using a gas mask properly
It was one of the most deadly devices of WWI – over half a million lives lost
Many of the loses were due to improper strategy – i.e., using poisonous gas on a windy day – the
gas was going against you, instead of your enemy
The horrific results of the gas attacks was one of the reasons that it was banned following WWI
After WWI, we increasingly see a movement from science being thought of as a benevolent
enterprise. Increasingly, after WWI, one of the major images in popular culture was that of the
mad scientist – the scientist looking to overtake the world. This was a very different
representation of an occupation that throughout history had been associated with the innocent
attempts at understanding knowledge for knowledge-sake.
c. Tanks
It’s construction in large part was done to mitigate the problems associated with trench warfare
The British navy was the first to successfully develop the tank, they called it the land battleship
It was designed to alleviate the (i.e., protecting soldiers from machine guns, gas, bombs),
however even this technology did not result in victory for the allies
Tanks were first introduced on the battlefield in 1916, but won’t be put onto larger attacks until
1917 – there was this delay because of strategy. Tanks were great devices but they had two
major problems:
o They broke down very easily, which often led soldiers sitting duck in the trenches
12 o They often ran out of gas
Therefore, a technology that one would think would give a country a huge advantage, did not
initially do so
The roles of tanks became far more instrumental in events that took place during WWII than
WWI
d. Airplanes
The next technology is associated with aviation technology – airplanes prior to WWI, were not
used in battle
They were initially used in WWI for reconnaissance – spying out your enemy. It was only in the
later years of war that they became more commonplace for fighting
Airplanes, like naval technologies, were viewed very positively by individuals in WWI
There was a great deal of romanticism associated with being an air fighter pilot – this was often
seen to being akin to the old medieval knights who used to fight with one another on horses
Many individuals in WWI longed to be an air fighter pilot - it was associated with traits like skill,
bravery and honor. However, this idea of an air fighter pilot being coveted is surprising being
that the average lifespan of a pilot was 6-8 weeks long. Therefore, people aspired to be an air
fighter pilot in WWI, despite the fact that death was almost certain to take place within a very
short period of time.
Why? Because it’s better to be an air fighter pilot who died a fast, and yet an honored death, than
to be a soldier stuck living and fighting in the trenches.
o If you were a pilot, you were associated with the positive attributes like traits of honor, skill
and bravery, and if you died people would remember you for the most part.
o In comparison, if you were trench soldier, you were one of millions of anonymous people
fighting on the ground. Often times, if you died, you died in such a condition, that the only
way you could be remembered was through your body tags.
Therefore, it’s better to die a quick death as opposed live it out in months and possible years in
the trenches
C. State Industry and War
What ultimately caused WWI to end?
o WWI was a far longer war than what most countries initially anticipated. As the war itself
drew out, the big problem for the countries was to maintain an adequate level of resources
and supply. This was especially true for countries like Britain, France and Germany. E.g.,
Germany increasingly faced this problem, of a lack of resources as the war progressed. As
the number of enemies grew, the country found it harder to access basic materials for
survival – materials like nitrate that were instrumental in creating fertilizer that is used for
agriculture and growing food.
o Countries like the British and the French also faced the same or similar problems. But over
time, the allies had major advantage that a country like Germany did not – the entrance of
the U.S into the war a couple of years down the road.
The U.S did not enter WWI initially, it only did so after the German attack on its merchant ship –
this provided an advantage in terms of supplies, and moral boost
Countries attempt to organize themselves in fundamental and significant ways. The idea of
organizing one’s self for war included the government having a huge role in taking over almost all
facets and aspects of society.
The idea of the government taking control of industry, and transportation systems employs an
idea that we call flexible democracy – refers to the fact that many countries are in fact democratic
13 nations where you have specific rights and freedoms allotted to citizens, but during times of
warfare, these rights and freedoms are curtailed.
Flexible democracy was employed in the U.S in many ways. E.g., The Council of National Defense
(1916) – which provided the president of the U.S entire control over everything in the country
(i.e., mines, transportation, communication etc.) – everything became government controlled.
In times of war, it was these organizations which would tell any company what to do (i.e., they
could tell car manufactures – ‘you’re not making cars anymore, you’re now making tanks’)
Countries like the U.S and Canada had one major advantage in that they were away from the actual
fighting taking place. They immerged from WWI in tact in terms of their infrastructure, giving
them a huge advantage.
However, being away from fighting also meant figuring out ways to maintain communication with
what’s happening half way across the world. This means that in a war of mass production, you’re
not just mass producing military technologies, but you’re mass producing everyday items as well
(i.e., telephones). Things that would keep you on board with situations and events that were
happening so far away.
Mass producing food supplies (e.g., during WWI, the U.S was able to produce 500 M cans of food
alone) – WWI is fundamentally the first war associated with mass production
It represents a period of time so different in terms of attitudes and responses toward science and
technology than we will see in future years
Attitudes and responses toward science and technology in WWII were far different than WWI.
Almost from the beginning, we start to see much more enthusiasm and tolerance for scientific and
technological developments where the idea of winning the war took on top priority, and the
countries take any means necessary to do so
In WWII, we start to see a major new philosophical approach toward scientific and
technological research
This new philosophy toward doing science and creating new technology will, not just last in WWII,
but it’s going to last and develop into the Cold War period and beyond
This new philosophy that is going to take precedence in WWII is something called “big science”
General criteria of big science project:
a. Multidisciplinary – they involve many different individuals from many different scientific and
engineering disciplines; they come together in hopes of creating a single apparatus, a single
technology system etc.
b. The term “Big science” – has to do with the amount of resources involved in these kinds of
projects (i.e., extensive use of both financial and human resources)
c. With big science, we see the increased roll of military or government funding associated with
big science research.
d. Because military and government involvement will increase significantly with big science
projects, there needs to be some kind of justification for these projects – given that public
funds are often being invested in them. So as a result, big science projects will often require
some sort of social, political, economic justification. During times of war, this justification is
easy to consider (i.e., we need the technology in order to win the war), but in times of peace,
this justification becomes somewhat more nuanced
e. Because big science projects need so much time, money and effort, there’s also an expectation
that these projects will produce something concrete. It doesn’t necessarily matter how long
these projects go for – some might be short term, medium term or long term projects, but
there is the expectation of concrete results
f. The projects can also involve two different kinds of research:
14 i. Basic science – sometimes big science projects are all about investing in the basic
science research
ii. Applied science – and other times it’s about taking research and applying it to
create a new technology
g. The projects often involve a very delicate balance, a balance that needs to be maintained as
we’re talking about both scientists’ interests, and the interests of the government and
military. E.g., government and military are very much based on issues like privacy and
security. Yet how do you reconcile the need to keep things a secret with the very nature of
science, which is supposed to be open and collaborative?
How does this new approach begin to develop in a country like the United States?
This new big science approach will take off first in the U.S., and then over time it will diffuse its
way into other parts of the world
Even before the U.S entered the war, many scientific advisors in the U.S were increasingly
concerned that if the U.S was in fact going to enter into a war against the Nazis, they were going to
have major difficulties keeping up with Nazi technical advancement during this time
Vannevar Bush – one of the U.S’s top advisors during this time; the chair of National Advisory
o His expertise lay in the field of aviation and aeronautical research
He was well aware of the fact that the Nazis, by WWII, had made great strives in certain areas
pertaining to technological advance. These advancement had played a great role in early Nazi
success in WWII
After WWI, when the Germans, and her allies had essentially been defeated, the Treaty of
Versailles had imposed a great number of restrictions on the Germans in many areas (i.e., their
ability to build up their military arsenal). The Germans greatly resented these reforations in large
part because they felt that they had never really lost the war, as had always been suggested.
Economic and political hardship follows, and we see the rise of National Socialism and the Nazi
party. When this happens, many of the restrictions that were imposed on the Germans begin to be
ignored, and part of this was building up the military arsenal of the German party.
The Nazis did not want to repeat the mistakes that they had made in WWI – which included this
focus on trench warfare. Therefore, at the beginning of WWII, the Nazis implemented a new and
successful kind of military strategy, called Blitzkrieg, that played to the advantages that they had
in two fields of technology:
o Advancement in aviation/airplane technology
o Advancement in the field of tanks
This strategy allowed them to beat their enemies as quickly and efficiently as possible. They were
able to do this by first bombarding their enemies on land through the use of their advanced tanks,
while at the same time, bombarding their enemies in the air through the use of aerial bomb raids
This kind of strategy was extremely effective, and it instilled a sense of fear in other countries like
the U.S, which by this time was well aware of German advancement. They realized that if they
were going to enter the war down the road, they needed to keep up.
As a result a new agency was created to organize the U.S for its potential wartime efforts
1940 – The National Defense Research Council (NDRC)
1941 – a specific sub-section of the NDRC was created – the Office of Scientific Research and
Development (OSRD)
The OSRD was an organization comprised of many of the major leaders within all facets of
American society – leaders from industries, major educational institutions, military leaders – all
came together and were responsible for doling out the 100s of millions of dollars in funds that
necessary to keep the U.S on track in its scientific and technological research efforts
From the beginning, it’s the OSRD that implements this new kind of philosophy
15 The OSRD was not particularly interested in funding small-scale research (i.e. the individual
inventor or entrepreneur) – instead, they focused on giving funding to those institutions that had a
proven track record of science and technological research success
They also tended to fund to those institutions that were involved in the new and more exciting
areas of scientific and technological research (e.g., Electronics – was heavily funded during WWII,
and it’s no coincidence that the first computers began to develop during WWII)
Many corporations and academic institutions involved in this research greatly benefited from this
increased government funding and spending
This kind of approach, and the greater involvement of both state and military spending will not
stop after WWII ended, in fact it only grew larger
This increased role of military and government spending is increasingly causes some concern.
“The military industry complex” – term used to describe the increased dependence that these
kinds of institutions had on government spending for technological and scientific research
Many people felt that military and government spending meant that military and government
interests were often put ahead of basic areas associated with civilian research
The OSRD was responsible for over $300 M worth of scientific and technological research funding
in WWII – which doesn’t even include the money spent on the atomic bomb project. Therefore,
this was an organization with a lot of power, and a lot of influence, and it is here where the roots of
big science philosophy begin to play out
a. Civil Aviation
In the interwar period, we see the beginnings of what we know today as civil aviation –
between WWI and WWII, it’s the first time that we see both people and products being
moved in the air
Transition from using a water-pooled engine to an air-pooled engine – allowed planes to fly
faster, and for longer periods of time, and this will reduce the cost of flying in the long run
In addition to this, we also start to see increasingly metals being used in the construction of
airplanes, as opposed to wood
Coupling these two advancements, by the 1920s, the concept of civil aviation was becoming
more of a reality
But to get people in the air, you needed to have an infrastructure in place that will allow you
to do so (i.e., transportation technologies – the ultimate success of the automobile did not
just come with the fact that it was cheap enough for people to purchase it, it also came from
the fact that a successful infrastructure was built around the technology which will allow it to
become an everyday or commonplace item. Before you make cars a success, you need to have
roads, gas stations, mechanics, licensing system etc.)
Similarly, before you could use airplanes on a regular basis, you need airports, runways, and
figure out weather patterns so that airplanes can actually travel in the air and not be subject
to severe weather conditions etc.
The first thing that people used in the air was mail, and over time it will be people
b. Jet Engine Technology
The transition from propeller-based planes (WWI) to those associated with jet engine
technology
Limitation associated with propeller-based planes: you can only make propeller-based plane
go so fast before the propellers themselves break off
In the interwar period, we start to see a great deal of research being done in this area
16 In the early days of jet engine research, the countries that were really world leaders in this
particular area included the Soviets, the Nazis and the British. The Americans were once far
behind these countries in developing jet-engine technology.
However, the Americans will start investing a lot of money in this particular field – so much
money that the country that once lagged behind others, will soon not only catch up, but will
move ahead of the Soviets, the Nazis and the British
Companies like Boeing were the benefactors of this increased government and military
spending. At one point it was on the verge of bankruptcy, however, the infusion of
government funding, allows Boeing to get ahead of its counterparts.
So much so, that when WWII ends, and civilian aviation takes off with jet engines, the first
airplane to use a jet engine is going to be the Boeing 707, following by the Boeing 727
During the 1960s, at the height of the Cold War, 90% of all aviation research was being
provided by the military and the U.S – we see the increasing interdependence and
relationship between the government, military’s interests and scientific, technological –
based corporations’ interests
The first great example of a big science project in WWII has to do with the development of high
frequency radar
Many historians have considered the development of the radar as equally important, especially
during the early years of the war
Radar has often been considered a major technology of WWII in that it prevented the allies from
losing the war in the early years when they were at a major disadvantage
In WWII, we begin to see the development of high-frequency radar – radar systems had been
around before WWII, but they were not as powerful
Radio Detection And Range – radar systems are systems that require and use radio waves to
detect objects at a distance; and they can be used to detect the distance, direction and speed of
objects from far away, including airplanes and other military vessels
With radar systems, you have a sender (which omits radio raves), then once they find the object in
question, they bounce off the object and then the signal is picked up by a receiver
With early radar systems, there were many limitations: you could only detect object from so far a
distance
However, by WWII, there’s an increasing need for a much more sophisticated radar system
This was fueled by the increase of civilian bombing that became common place in WWII
In WWII, countries will not only be bombing military locations, but they countries will engage in
acts of civilian bombing as well – in the early years of war, Britain faced the barrage of civilian
bombing. The Nazis, because of their advantages associated with aviation technology, were able to
deluge (flood) the British with their aerial raids and aerial bombings
Therefore, countries like Britain wanted to be able to detect these attacks before they started –
detect the planes themselves. Therefore, they invested in high frequency radar, which required a
different kind of wave. Instead of using micro radio waves, it required the use of microwaves
Therefore, the British were able to successfully create a device that allowed them to generate
these microwaves in WWII
The device that they created was called the magnetron – the big problem was keeping this very
important technology safe. It was thought that to keep the magnetron on British soil could be a
potential problem, with all of these constant raids
Therefore, the decision was made to relocate the magnetron, and its high frequency radar
research, to another country – a country safe relatively from all the fighting – the U.S
A very secret mission was arranged to transfer the magnetron from Britain to the U.S, and the
main concern was preventing the Nazis from finding out what was happening during this time
17 The mission ultimately proved to be a great success, and high frequency radar research was
placed in the U.S at MIT, where there was the creation of radiation laboratories where the
research was being done.
The allies were very successful in doing so – the Nazis never found out about high frequency radar
until well into the war – 1943.
High frequency radar proved to be a great success – The kinds of research laboratories represent
an example of a modern social space. Within this social space, there were scientists, engineers, and
people from different disciplines working together with one another – not only did scientists have
to learn what engineers did, engineers also had to learn what the scientists were doing. They had
to immerse themselves in the other’s field
Millions of dollars were invested in high-frequency radar in WWII, and it was considered by many
to be one of the top priorities associated with scientific and technological research
Ultimately, It also proved to be one of most successful big science technologies during WWII
High frequency radar was used as a defensive measure, and when WWII ended, the scientists and
engineers felt that they had played a huge role in the outcome of the WWII, and were extremely
satisfied with the kind of work that they had done (the attitudes of these scientists will be very
different than the attitudes of the scientists and engineers who will be involved with what is
probably the most controversial of all science projects – the construction of the atomic bomb)
The Manhattan Project and the Development of the Atomic Bomb
In terms of its size and its scale, nothing was as big as this particular big science project
The country that had been at the forefront in research pertaining to nuclear physics or theoretical
physics before WWII had in fact been Germany. And because of this, many European and even
North American scientists were fearful that the Nazis had been researching and constructing their
own atomic weapon
Nobody actually knew that the Nazis were doing, they could just guess. It was this sense of fear,
which led many European and North American scientists to write a letter to president Roosevelt.
This letter was a plea on behalf of the scientists for the American government to invest in nuclear
research – this letter was one part of why Roosevelt ultimately decided to finance this project
altogether. In addition, Roosevelt’s scientific advisors also convinced him to do so during this time
This project became known as the Manhattan Project
Money – originally, $500M was allocated to the project, but by the time everything was completed,
the entire project cost $2 B
Human resources – at one point, there were over 200,000 people involved in one capacity or
another with the atomic bomb project. Buildings had to be built, and facilities had to be
constructed (i.e., two major facilities had to be constructed for this project – one in Tennessee, and
one in Washington State. These facilities were places used to extract the precious elements
required to build the bomb – like plutonium and uranium)
The first half of the project was really about trying to find a way to actually be able to detonate a
nuclear weapon. The technique that was ultimately confirmed was a technique called Nuclear
Vision. The next step was to build the bomb itself, and during this part, you see the lead being
taken over by the U.S military
Leslie Groves – the man ultimately in charge of the Manhattan project
When the military became the lead for the Manhattan project, they wanted to treat the scientists
like they did other soldiers. One of the strategies that they wanted to implement was a strategy
called compartmentalization – this means that you tell people only
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