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A RAND Initiative to Restore the Role of Facts and Analysis in Public Life
NEWS
IN A DIGITAL AGE
Comparing the Presentation of News Information over
Time and Across Media Platforms
C O R P O R AT I O N
For more information on this publication, visit www.rand.org/t/RR2960
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Preface
The media ecosystem in the United States has experienced rapid techno-
logical changes over the past 30 years that have affected the way news is
produced, consumed, and disseminated. This internally funded report
seeks to assess empirically whether and how presentation of news in
newspapers, television, and online has changed in light of these devel-
opments. We use RAND-Lex, a suite of RAND Corporation tools that
combine text analysis and machine learning, to explore changes in news
presentation over time and across platforms. It considers the implications
of observed changes and of areas in which reporting has stayed the same.
The report will be of interest to journalists, those who study news media
and mass communication, and consumers who want to understand more
about the media ecosystem and how it has evolved.
This report is one of a series focused on the topic of Truth Decay,
defined as the diminishing role that facts, data, and analysis play in
today’s political and civil discourse. The original report, Truth Decay:
An Initial Exploration of the Diminishing Role of Facts and Analysis in
American Public Life by Jennifer Kavanagh and Michael D. Rich, was
published in January 2018 and laid out a research agenda for studying
and developing solutions to the Truth Decay challenge.
RAND Ventures
iii
iv News in a Digital Age
safer and more secure, healthier and more prosperous. RAND is non-
profit, nonpartisan, and committed to the public interest.
RAND Ventures is a vehicle for investing in policy solutions.
Philanthropic contributions support our ability to take the long view,
tackle tough and often-controversial topics, and share our findings
in innovative and compelling ways. RAND’s research findings and
recommendations are based on data and evidence, and therefore do
not necessarily reflect the policy preferences or interests of its clients,
donors, or supporters.
Funding for this venture was provided by gifts from RAND
supporters and income from operations. For more information about
RAND Ventures, visit www.rand.org/giving/ventures.
Contents
Preface. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . iii
Figures. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . vii
Tables. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . ix
Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xi
Acknowledgments. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxi
Abbreviations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . xxiii
CHAPTER ONE
Introduction. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1
The Changing Media Ecosystem. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4
News Presentation in a Digital Age: Past Research. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9
Limitations of Existing Work and Contributions of This Report.. . . . . . . . . . . 15
Objective of This Report. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17
Outline of This Report . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
CHAPTER TWO
Data and Methodology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Data Collection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 22
Preparing the Data for Analysis. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Periodization and Comparisons. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 33
Analysis.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 35
CHAPTER THREE
Changes in Newspaper Reporting over Time. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 49
Results . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50
Discussion.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
v
vi News in a Digital Age
CHAPTER FOUR
Differences in Television News.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 70
Discussion.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
CHAPTER FIVE
Comparing Print and Online Journalism . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
Discussion.. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 117
CHAPTER SIX
Summary and Conclusions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 119
Print Journalism: Modest Shifts Toward More-Subjective Reporting. . . . . 121
Television News: Stronger Shifts to Subjectivity, Conversation, and
Argument. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 121
Online Journalism: Toward a Subjective Kind of Advocacy.. . . . . . . . . . . . . . . 123
Implications for Truth Decay . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 124
Limitations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 131
Next Steps: What Other Research Is Needed?. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 133
APPENDIXES
A. About RAND-Lex. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 139
B. Graphs from Subsample Analyses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 151
C. ANOVA Results. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 165
References. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 207
About the Authors. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Figures
vii
Tables
ix
x News in a Digital Age
Over the past 30 years, the way that Americans consume and share
information has changed dramatically. People no longer wait for the
morning paper or the evening news. Instead, equipped with smart-
phones or other digital devices, the average person spends hours each
day online, looking at news or entertainment websites, using social
media, and consuming many different types of information. Although
some of the changes in the way news and information are dissemi-
nated can be quantified, far less is known about how the presentation
of news—that is, the linguistic style, perspective, and word choice used
when reporting on current events and issues—has changed over this
period and how it differs across media platforms.1
We aimed to begin to fill this knowledge gap by identifying and
empirically measuring how the presentation of news by U.S. news
sources has changed over time and how news presentation differs
across media platforms.
Our interest and motivation in investigating this topic—the
presentation of news—emerged from observations in a 2018 RAND
Corporation report, Truth Decay: An Initial Exploration of the Dimin-
1 By platform, we refer to the means through which news is delivered and consumed.
Newspapers, broadcast television, cable television, the internet, and social media are all
platforms—as is radio, which was not a subject of this report. The term news presentation
refers to the linguistic style of news and to relevant patterns in usage (e.g., contexts, relevant
frames). The term is intended to encompass both the discourse of news and the style of
presentation.
xi
xii News in a Digital Age
ishing Role of Facts and Analysis in American Public Life.2 That report
pointed to four trends—increasing disagreement about objective facts,
data, and analysis; a blurring of the line between fact and opinion;
an increasing relative volume of opinion over fact; and declining trust
in government, media, and other institutions that used to be sources
of factual information—that together have degraded factual discourse
and called into question the meaning and purpose of news.
In this report, we further analyze the second and third trends
of Truth Decay and explore whether existing trends in news presen-
tation might match the expectations of the Truth Decay framework.
We cannot directly measure the extent to which fact and opinion have
blurred or quantify the relative balance of fact and opinion, but we are
able to measure how characteristics of news presentation—such as per-
sonal perspective, subjectivity, and use of authoritative sources—have
evolved. This report documents the results of our analysis.
Our objective was to explore how the linguistic style of news cover-
age (e.g., tone, subjectivity, ambiguity, emotion) in select print, broad-
cast, and digital media in the United States has changed over time and
differs across platforms. To pursue this objective, we addressed four
research questions:
2 Jennifer Kavanagh and Michael D. Rich, Truth Decay: An Initial Exploration of the
Diminishing Role of Facts and Analysis in American Public Life, Santa Monica, Calif.: RAND
Corporation, RR-2314-RC, 2018. The 2018 report is the first in a series of studies, includ-
ing the one that this report focuses on, that RAND intends to produce on Truth Decay, the
phrase that we use to describe the diminishing role of facts, data, and analysis in American
public life. When used in this study, Truth Decay refers to RAND’s larger research effort,
not just to the 2018 report.
Summary xiii
Methodology
3 For newspapers, we chose the three sources with the longest available online, text-based
archives. This sample also used two of the largest national newspapers and a leading regional
one. For the newspaper analysis, we examined text from the three papers’ front-page stories
(along with the text of those stories that continued onto later pages), sampling each paper
every eighth day from January 1, 1989, to December 31, 2017. For television, we used mate-
rial from each major network news organization and the three largest cable outlets. For
broadcast and cable television news, we collected transcripts of the flagship news programs
xiv News in a Digital Age
on the American Broadcasting Company (ABC), Columbia Broadcasting System (CBS), and
National Broadcasting Company (NBC) and of a selection of prime-time programs from
the three major cable television news networks: Cable News Network (CNN), Fox News
Channel, and Microsoft/National Broadcasting Company (MSNBC). For online journal-
ism, we focused on six of the most highly trafficked online journalism outlets, three on the
left side of the political spectrum and three on the right. We searched the archives of these
six news websites, taking homepage stories stored by the Internet Archive (archive.org) for
every eighth day from January 1, 2012, through December 31, 2017. If archived stories were
not available for the selected date, the team took stories from the closest available date within
four days of the original target.
4 These dates were chosen in large measure because of two important changes in
the U.S. media industry that took place around the year 2000. First, viewership of
all three major cable networks (especially Fox News) increased dramatically start-
ing around 2000. In the years after 2000, cable programming solidified its position as a
major source of news for U.S. audiences. Second, 2000 marks a turning point in the
growth of the internet. It was around this time that internet usage among Americans
first passed the 50-percent mark. Internet use escalated rapidly after that, and roughly
90 percent of Americans are online today.
Table S.1
Data Sets
Articles/ Articles/
Segments Words Segments Words
Analysis Name Sample 1 (Sample 1) (Sample 1) Sample 2 (Sample 2) (Sample 2)
Newspapers
Full newspaper sample NYT, WP, SLPD 12,272 11,360,227 NYT, WP, SLPD 2000– 15,342 17,072,668
pre-2000a 2017a
National newspaper NYT, WP pre-2000 8,091 8,791,100 NYT, WP 2000–2017 11,082 13,617,145
New York Times NYT pre-2000 4,736 4,698,501 NYT 2000–2017 5,821 7,085,705
St. Louis Post-Dispatch SLPD pre-2000 4,181 2,569,127 SLPD 2000–2017 4,260 3,455,523
Television
Broadcast news ABC, NBC, CBS pre-2000 4,223 1,513,175 ABC, NBC, CBS 2000–2017 6,502 2,299,085
2000–2017 television ABC, NBC, CBS 2000– 6,502 2,299,085 CNN, MSNBC, Fox News 4,232 12,278,437
comparison 2017 Channel 2000–2017
Cross-platform
Full internet/full Online 2012–2017 38,252 21,238,215 Newspapers (NYT, WP, 4,609 5,611,270
newspaper sample (Politico, HuffPo, SLPD) 2012–2017
Breitbart, Daily Caller,
Blaze, BuzzFeed Politics)a
Summary
xv
Table S.1—Continued
xvi
Articles/ Articles/
Segments Words Segments Words
Analysis Name Sample 1 (Sample 1) (Sample 1) Sample 2 (Sample 2) (Sample 2)
Reduced internet/ Online 2012–2017 26,020 15,798,570 Newspapers (NYT, WP) 3,398 4,358,964
national newspapers (Politico, HuffPo, 2012–2017
Breitbart, Daily Caller)b
News in a Digital Age
NOTE: We conducted several different versions of most analyses, using variations in the samples to assess the robustness of the
results and assessing the influence of specific sources within the analysis. HuffPo = HuffPost Politics; NYT = New York Times; SLPD =
St. Louis Post-Dispatch; WP = Washington Post.
a
Data sets were halved (taking alternating stories from source data sets) before compilation into the analytical corpora because of
computing capacity constraints.
b
Data set was quartered (taking every fourth article) before analysis because of computing capacity constraints. Sample counts are
before halving or quartering. Unless otherwise noted, data collection periods started in 1989 and ended in 2017.
Summary xvii
Key Findings
In What Measurable Ways Did the Style of News Presentation in
Print Journalism Change Between 1989 and 2017?
We found that although much of the language and tone of reporting
in the New York Times, Washington Post, and St. Louis Post-Dispatch
remained constant over the past 30 years, there were quantifiable
changes in certain linguistic areas between the pre- and post-2000 peri-
ods. For example, the three newspapers’ reporting before 2000 used
language that was more heavily event- and context-based; contained
more references to time, official titles, positions, and institutions; and
used more-descriptive, elaborative language to provide story details. In
contrast, we found that post-2000 reporting engaged in more storytell-
ing and more heavily emphasized interactions, personal perspective,
and emotion.
Implications of Findings
We are grateful for the support of many colleagues in the writing of this
report. We are especially indebted to Michael Rich for his support of
this work and for his insights and feedback on early drafts. James Dob-
bins, Geoffrey McGovern, and Samantha Cherney provided valuable
input during the project’s early stages. Craig Bond and Sarah Mead-
ows guided the report through the quality assurance process and their
comments improved the report. Gordon Lee provided expert assistance
on the report’s summary. The authors are also appreciative of com-
ments from their three reviewers, Sandra Evans and Todd Helmus of
RAND and Tom Johnson of the University of Texas. Their observa-
tions greatly improved this report.
xxi
Abbreviations
xxiii
CHAPTER ONE
Introduction
Over the past 30 years, the way that Americans consume and share
information has changed dramatically. The days of waiting for the
morning paper or the evening broadcast are gone; smartphones are
ubiquitous, and the average person spends hours each day online, look-
ing at news or entertainment websites, using social media, and con-
suming many different types of information.1 News consumers have
an array of choices—newspapers, broadcast television, cable program-
ming, online journalism, and social media—all of which provide dif-
ferent types of information in different ways. Some of the changes
observed in the way that news is produced and disseminated can be
quantified. For example, newspaper and television audiences have
measurably declined while social media sites and online sources have
gained users and followers.2 The growth of online-only journalism
outlets also can be tracked. A recent assessment of trends in this area
highlighted not only a marked increase in traffic to online journal-
ism sites but also expansion and diversification by the sites themselves,
with more than 60 percent of these sites having at least one mobile app
and more than 70 percent also having podcasts.3 Data provide insight
1 Jeffrey Cole, Michael Suman, Phoebe Schramm, and Liuning Zhou, Surveying the Digital
Future 2017, Los Angeles, Calif.: Center for the Digital Future at USC Annenberg, 2017.
2 Pew Research Center, “Newspapers Fact Sheet,” State of the News Media project, web-
page, June 13, 2018c; Pew Research Center, “Network News Fact Sheet,” State of the News
Media project, webpage, July 25, 2018d.
3 Pew Research Center, “Digital News Fact Sheet,” State of the News Media project, web-
page, June 6, 2018b.
1
2 News in a Digital Age
into the growth of such platforms as Twitter and Facebook, and public
opinion surveys measure how often these sources are used for news.4
Analyses identify sources of disinformation and track their spread, and
surveys assess what people want out of media outlets and whether they
are satisfied with the choices they have.5
What has gone less explored is how the presentation of news (in
terms of its linguistic elements and characteristics) has changed over
this period and how it differs across platforms or types of media.6 Our
interest and motivation in investigating this topic—the presentation
of news—emerges from the observations of a 2018 RAND Corpora-
tion report, Truth Decay: An Initial Exploration of the Diminishing Role
of Facts and Analysis in American Public Life. That report defines Truth
Decay as comprising four specific trends: increasing disagreement about
objective facts, data, and analysis; a blurring of the line between fact and
opinion; an increasing relative volume of opinion over fact; and declining
trust in institutions that used to be looked to as sources of factual infor-
mation, such as the government and the media. In that report, we argue
that the phenomenon is driven by the interaction of four primary drivers:
characteristics of human cognitive processing, such as cognitive bias;
changes in the media ecosystem; competing demands on the education
system that challenge its ability to prepare students for this new media
ecosystem; and political, social, and demographic polarization. We posit
that Truth Decay creates at least four challenges to the foundations of
American democracy: the erosion of civil discourse, political paralysis
that results when policymakers do not share a set of facts, political alien-
ation and disengagement, and uncertainty for individuals and policy-
makers who lack the objective benchmarks they need to make individual
and policy decisions. Within each of these areas, that report describes
4 Kurt Wagner and Rani Molla, “Facebook Is Not Getting Any Bigger in the United
States,” Recode, March 1, 2018; Elisa Shearer and Jeffrey Gottfried, News Use Across Social
Media Platforms 2017, Washington, D.C.: Pew Research Center, September 7, 2017.
5 Gallup and Knight Foundation, American Views: Trust, Media, and Democracy, Washing-
ton, D.C.: Gallup, January 2018; Katie Langin, “Fake News Spreads Faster Than True News
on Twitter—Thanks to People, Not Bots,” Science Magazine, March 8, 2018.
6 We use the terms platforms and types of media to refer to different means of information
transmission and sharing—for example, newspaper, television, and radio.
Introduction 3
what can be learned from existing research and identifies key empirical
and theoretical gaps (i.e., areas in need of more or different data and new
theories) that create obstacles to a full understanding of Truth Decay and
its implications. 7
Among the gaps mentioned in that report is the lack of good empir-
ical data on each of the four trends that define Truth Decay, with the
partial exception of declining trust in institutions, for which there is
extensive polling data. The other three defining trends suffer a lack of
empirical data that would allow researchers to track the phenomenon
over time, to understand where it is most severe, and to devise policy
solutions. This report aims to begin to fill this gap, focusing specifically
on the second and third trends—the blurring of the line between fact
and opinion and an increasing relative volume of opinion over fact.
There have been efforts to characterize differences in news pre-
sentation using qualitative and descriptive analyses.8 These efforts pro-
vide significant insight, but they do not quantify the size or signifi-
cance of observed changes, and they provide limited precision about
what identified differences look like in context.9 In this report, we seek
to fill this gap by identifying and presenting empirical measurements
both of changes in the presentation of news in U.S. sources over time
and of the differences that exist across platforms.10
We are particularly interested in anything that provides insight into
how the use of or reliance on authoritative and fact-based information
has changed or how it differs across platforms because this factor is most
directly relevant to Truth Decay and its characteristic trends. For exam-
7 Jennifer Kavanagh and Michael D. Rich, Truth Decay: An Initial Exploration of the Role
of Facts and Analysis in American Public Life, Santa Monica, Calif.: RAND Corporation,
RR-2314-RC, 2018.
8 We use the term news presentation throughout this report to refer to the linguistic style of
news and to relevant patterns in usage (e.g., contexts, relevant frames). The term is intended
to encompass both the discourse of news and the style of presentation.
9 Robert W. McChesney, Rich Media, Poor Democracy: Communication Politics in Dubious
Times, New York: New Press, 2015; Cass Sunstein, #Republic: Divided Democracy in the Age
of Social Media, Princeton, N.J.: Princeton University Press, 2018.
10 In this report, we focus only on media produced within the United States for U.S. audi-
ences. Future work could consider these questions from an international perspective.
4 News in a Digital Age
11 In this report, we use information as a general term to refer to all types of material con-
veyed to an audience through any media channel. We use news to refer to information
focused on current events, social and policy issues, and the interactions of these events and
issues with people and places. News is a type of information, but not all information would
be considered news. Recipes, for instance, are information but would not be considered
news by our definition. Opinion pieces and editorials are another form of information that
would not be counted as news. For more information on this, see Kavanagh and Rich, 2018,
Table 1.1, pp. 8–10.
Introduction 5
12 Pew Research Center, State of the News Media project, homepage, undated.
13 Pew Research Center, undated.
14 Pew Research Center, undated.
15Stephen Battaglio, “‘ABC World News Tonight’ Takes Ratings Crown but Broadcast
News Audiences Continue to Shrink,” Los Angeles Times, September 26, 2017.
16Lisa de Moraes, “FNC Tops Cable in 2017, MSNBC Grows Most, CNN Bags Best Total
Day on Record,” Deadline, December 19, 2017.
17 Although we mention radio as a major form of news, we do not analyze it in this report.
We had hoped to feature radio transcripts but were unable to locate a systematic database of
such transcripts that would allow us to conduct a rigorous evaluation.
Another random document with
no related content on Scribd:
high-speed engine; that being a field into which the liberating system
could not enter. We had quite an argument on this point. I told him
his invention interested me only because it would enable two or
three times the power to be obtained from a given engine without
additional stress on any part, the fly-wheel to be reduced in size, and
the means for getting up the speed of machinery to be largely
dispensed with. I represented to him also that a high-speed engine
ought to be more economical and to give a more nearly uniform
motion.
He finally agreed to my condition, and I took him directly to the
office of Mr. Richards and engaged him to make an analysis and
drawing of Mr. Allen’s system under his direction, and soon
afterwards gave him an order for the plans for an experimental
engine, 6×15 inches, to make 160 revolutions per minute.
As the diagram of the link motion was at first drawn, the center of
the trunnions vibrated in an arc which terminated at points on the line
connecting the center of the engine shaft with the ends of the rocker
arms, and which in the diagram on page 48 is named “radius of link.”
I determined to work out this link motion myself on a large scale.
For this purpose I drew a diagram in which the throw of the eccentric
was 4 inches, and the distance from the center of the shaft to that of
the trunnions of the link in their mid-position was 12 inches. I made a
three-point beam compass. Two of these points were secured
permanently on the beam, 12 inches apart. As one of these points
traversed the path of the center of the eccentric, the other could be
made to traverse the arc of vibration of the trunnions of the link.
I divided the former into 40 equal divisions measured from its dead
points, making needle-holes in the circle, in which the taper
compass-points would center themselves accurately. The paper was
firm and the points of division were fixed with extreme care; and they
lasted through all my experiments. I then set out 20 corresponding
divisions in the arc of vibration of the center of the trunnions. These
showed distinctly the modification of the motion at the opposite ends
of this vibration as already described.
The third point was adjustable on a hinged beam which could be
secured in any position. I drew two arcs representing the lead lines
of the link, or the lines on which the link would stand when the
eccentric was on its dead points. The third point was now secured on
its beam at any point on one of the lead lines, when the other points
stood, one on the dead point of the eccentric and the other at the
end of the trunnion vibration.
The apparatus was now ready for use, the corresponding points
on the circle and the arc being numbered alike. By setting the first
two points in any corresponding holes, the third point would show the
corresponding position of that point of the link at which it was set. I
thus set out the movements of six different points of the link, the
highest being 12 inches above the trunnions. These represented the
movements of the valves of the engine when the block was at these
points in the link. The apparatus being firm, it worked with entire
precision. To my surprise, it showed much the larger valve opening
at the crank end of the cylinder, where the movement of the piston
was slowest. That would not do; we wanted just the reverse.
I called Mr. Allen in and showed him the defect. After considering it
a few minutes, he said he thought it would be corrected by lowering
the trunnions, so that their arc of vibration would coincide with the
line of centers at its middle point, instead of terminating on it. This
was done, and the result was most successful. The lead was now
earlier and the opening wider at the back end of the cylinder, as the
greater velocity of the piston at that point required, and the cut-offs
on the opposite strokes more equal. The link has always been set in
this way, as shown in the diagram.
From this description of the link motion, it will be seen that the
correct vertical adjustment of the trunnions of the link was an
important matter. To enable this adjustment to be made with
precision, and to be corrected, if from wear of the shaft-bearings or
other cause this became necessary, I secured the pin on which
these trunnions were pivoted to the side of the engine bed in the
manner shown in the following figure. To hold the wedge securely,
the surface of the bed below was reduced, so that the wedge was
seized by the flange. The correct position of this pin was determined
by the motions given to the valves.
VERTICAL ADJUSTMENT
OF SUSTAINING PIN
FOR TRUNNIONS
OF THE ALLEN LINK
The following sketches show the changes which were then made,
and all of which have been retained. The inside collar on the crank-
pin was dispensed with and the diameter of the pin was made
greater than its length, the projected area being generally increased.
The shank of the pin was made larger and shorter, and was riveted
at the back. Instead of turning the shaft down smaller than the
journal to receive the crank, I made it with a large head for this
purpose. The keyway could then be planed out and the key fitted
above the surface of the journal, and the joint was so much further
from the axis that but little more than one half the depth was required
in the crank-eye.
Mr. Corliss had already discarded the flanged boxes. He also first
made this bearing in four parts. The wear in the horizontal direction,
the direction of the thrust, could then be taken up. For this purpose
he used two bolts behind the front side box only. I modified his
construction by making the side boxes wider and taking up their
wear by wedges behind both of them, thus preserving the alignment.
One wedge could also be placed close to the crank. The dotted lines
show the width of the side boxes and the location of the wedges.
The shaft was made with a collar to hold the bearings in place, and
was enlarged in its body. The substitution in place of the crank of the
entire disk carrying a counterweight completed these changes. This
was the fruit of my first lesson in high-speed engine designing, which
had unconsciously been given to me by Mr. Sparks. The oil passage
in the pin was added later, as will be described.
I had another piece of good luck. I happened one day to see in the
Novelty Iron Works the hubs being bored for the paddle-wheels of
the new ship for the Collins line—the “Adriatic.” These were perhaps
the largest castings ever made for such a purpose. I observed that
they were bored out only half-way around. The opposite side of the
hole had been cored to about half an inch greater radius, and three
key-seats were cored in it, which needed only to be finished in the
key-seating machine. The idea struck me that this would be an
excellent way to bore fly-wheels and pulleys. As commonly bored, so
that they could be put on the shaft comfortably they were bored too
large, their contact with the shaft could then be only on a line
opposite the key, and the periphery could not run perfectly true.
I adopted the plan of first boring to the exact size of the shaft and
then shifting the piece about an eighth of an inch, and boring out a
slender crescent, the opposite points of which extended a little more
than half-way around. The keyway was cut in the middle of this
enlargement. The wheel could then be readily put on to the shaft,
and when the key was driven up contact was made over nearly one
half the surface and the periphery ran dead true. I remember seeing
this feature much admired in London, and several times heard the
remark, “I should think the key would throw it some.”
To prevent fanning I made the fly-wheel and pulley with arms of
oval cross-section. These have always been used by me. They have
done even better than I expected. They are found to impart no
motion to the air, however rapidly they may be run.
Flanges on the Eccentric.
I took Mr. Richards’ drawing to the Novelty Iron Works and had an
indicator ready for use when the engine was completed. The engine
was made by the firm of McLaren & Anderson, on Horatio Street,
New York, for their own use. It was set up by the side of their throttle-
valve engine, and was substituted for it to drive their machinery and
that of a kindling-wood yard adjoining for which they furnished the
power. It ran perfectly from the start, and saved fully one half of the
fuel. In throttle-valve engines in those days the ports and pipes were
generally so small that only a part of the boiler pressure was realized
in the cylinder, and that part it was hard to get out, and nobody knew
what either this pressure or the back pressure was. I have a diagram
taken from that engine, which is here reproduced.
The indicator was quickly in demand. One day when I was in the
shop of McLaren & Anderson, engaged in taking diagrams from the
engine, I had a call from the foreman of the Novelty Iron Works. He
had come to see if the indicator were working satisfactorily, and if so
to ask the loan of it for a few days. The Novelty Iron Works had just
completed the engines for three gunboats. These engines were to
make 75 revolutions per minute, and the contract required them to
be run for 72 consecutive hours at the dock. They were ready to
commence this run, and were anxious to indicate the engines with
the new indicator.
I was glad to have it used, and he took it away. I got it back after
two or three weeks, with the warmest praise; but none of us had the
faintest idea of the importance of the invention.
I remember that I had to go to the Novelty Works for the indicator,
and was asked by Mr. Everett, then president of the company, if we
had patented it, for if we had they would be glad to make them for
us. The idea had not occurred to me, but I answered him promptly
that we had not, but intended to. I met Mr. Allen at Mr. Richards’
office, and told them Mr. Everett’s suggestion, and added, “The first
question is, who is the inventor, and all I know is that I am not.” Mr.
Allen added, “I am not.” “Then,” said Mr. Richards, “I suppose I shall
have to be.” “Will you patent it?” said I. “No,” he replied; “if I patent
everything I think of I shall soon be in the poorhouse.” “What will you
sell it to me for if I will patent it?” I asked. “Will you employ me to
obtain the patent?” he replied. “Yes.” “Well, I will sell it to you for a
hundred dollars.” “I will take it, and if I make anything out of it will pay
you ten per cent. of what I get.” This I did, so long as the patent
remained in my hands.
The success of the stationary and the marine governors and of the
engine and the indicator fired me, in the summer of 1861, with the
idea of taking them all to the London International Exhibition the next
year. The demonstration of the three latter seemed to have come in
the very nick of time. For this purpose I fixed upon an engine 8
inches diameter of cylinder by 24 inches stroke, to make 150
revolutions per minute, and at once set Mr. Richards at work on the
drawings for it. I thought some of speeding it at 200 revolutions per
minute, but feared that speed would frighten people. That this would
have been a foolish step to take became afterwards quite apparent.
Joseph E. Holmes