A pencil is a writing implement or art medium usually constructed of a narrow, solid pigment core inside a protective casing. The case prevents the core from breaking, and also from marking the user’s hand during use.
Pencils create marks via physical abrasion, leaving behind a trail of solid core material that adheres to a sheet of paper or other surface. They are noticeably distinct from pens, which dispense liquid or gel ink that stain the light colour of the paper.
Most pencil cores are made of graphite mixed with a clay binder, leaving grey or black marks that can be easily erased. Graphite pencils are used for both writing and drawing, and the result is durable: although writing can usually be removed with an eraser, it is resistant to moisture, most chemicals, ultraviolet radiation and natural ageing. Other types of pencil core are less widely used. Charcoal pencils are mainly used by artists for drawing and sketching. Coloured pencils are sometimes used by teachers or editors to correct submitted texts but are more usually regarded as art supplies, especially those with waxy core binders that tend to smear on paper instead of erasing. Grease pencils have a softer crayon-like waxy core that can leave marks on smooth surfaces such as glass or porcelain.
The most common type of pencil casing is a thin wooden cylinder permanently bonded around the core. Similar permanent casings may be constructed of other materials such as plastic or paper. In order to use the pencil, the casing must be carved or peeled off to expose the working end of the core as a sharp point. Mechanical pencils have more elaborate casings that support mobile pieces of pigment core, which can be extended or retracted through the casing tip as needed.
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The archetypal pencil may have been the stylus, which was a thin metal stick, often made from lead and used for scratching in papyrus, a form of early paper. They were used extensively by the ancient Egyptians and Romans.[1] The word pencil comes from the Old French word pincel, a small paintbrush, ultimately deriving from the Latin word penicillus a "little tail" — pincellus is Latin from the post-classical period.[2]
Some time before 1565 (some sources say as early as 1500), an enormous deposit of graphite was discovered on the approach to Grey Knotts from the hamlet of Seathwaite in Borrowdale parish, Cumbria, England.[3][4][5] The locals found that it was very useful for marking sheep. This particular deposit of graphite was extremely pure and solid, and it could easily be sawn into sticks. This remains the only large scale deposit of graphite ever found in this solid form.[6] Chemistry was in its infancy and the substance was thought to be a form of lead. Consequently, it was called plumbago (Latin for "lead ore").[7][8] The black core of pencils is still referred to as lead, even though it never contained the element lead. The words for pencil in German (Bleistift), Irish (Peann Luaidhe), Arabic (قلم رصاص qalam ruṣāṣ), and other languages literally mean lead pen.
The value of graphite was soon realised to be enormous, mainly because it could be used to line the moulds for cannonballs, and the mines were taken over by the Crown and guarded. When sufficient stores of graphite had been accumulated, the mines were flooded to prevent theft until more was required. Graphite had to be smuggled out for use in pencils. Because graphite is soft, it requires some form of encasement. Graphite sticks were initially wrapped in string or sheepskin for stability. The news of the usefulness of these early pencils spread far and wide, attracting the attention of artists all over the known world.
Although deposits of graphite had been found in other parts of the world, they were not of the same purity and quality as the Borrowdale find, and had to be crushed to remove the impurities, leaving only graphite powder. England continued to enjoy a monopoly on the production of pencils until a method of reconstituting the graphite powder was found. The distinctively square English pencils continued to be made with sticks cut from natural duck graphite into the 1860s. The town of Keswick, near the original findings of block graphite still manufactures pencils, the factory also being the location of the Cumberland pencil museum.[9]
The first attempt to manufacture graphite sticks from powdered graphite was in Nuremberg, Germany, in 1662. It used a mixture of graphite, sulphur, and antimony.
Residual graphite from a pencil stick is not poisonous, and graphite is harmless if consumed.[10]
An Italian couple named Simonio and Lyndiana Bernacotti made what are likely the first blueprints for the modern, wood-encased carpentry pencil. Their version was a flat, oval, more compact type of pencil. Their concept involved the hollowing out of a stick of juniper wood. Shortly thereafter, a superior technique was discovered: two wooden halves were carved, a graphite stick inserted, and the halves then glued together—essentially the same method in use to this day.[11]
English and German pencils were not available to the French during the Napoleonic Wars; France, under naval blockade imposed by Great Britain, was unable to import the pure graphite sticks from the British Grey Knotts mines – the only known source in the world for solid graphite. France was also unable to import the inferior German graphite pencil substitute. It took the efforts of an officer in Napoleon's army to change this. In 1795, Nicholas Jacques Conté discovered a method of mixing powdered graphite with clay and forming the mixture into rods that were then fired in a kiln. By varying the ratio of graphite to clay, the hardness of the graphite rod could also be varied. This method of manufacture, which had been earlier discovered by the Austrian Joseph Hardtmuth of Koh-I-Noor in 1790, remains in use.
In England, pencils continued to be made from whole sawn graphite. Henry Bessemer's first successful invention (1838) was a method of compressing graphite powder into solid graphite thus allowing the waste from sawing to be reused.[12]
American colonists imported pencils from Europe until after the American Revolution. Benjamin Franklin advertised pencils for sale in his Pennsylvania Gazette in 1729, and George Washington used a three-inch pencil when he surveyed the Ohio Territory in 1762. It is said that William Munroe, a cabinetmaker in Concord, Massachusetts, made the first American wood pencils in 1812. This was not the only pencil-making occurring in Concord. According to Henry Petroski, transcendentalist philosopher Henry David Thoreau discovered how to make a good pencil out of inferior graphite using clay as the binder; this invention was prompted by his father's pencil factory in Concord, which employed graphite found in New Hampshire in 1821 by Charles Dunbar.
Munroe's method of making pencils was painstakingly slow, and in the neighbouring town of Acton, a pencil mill owner named Ebenezer Wood set out to automate the process at his own pencil mill located at Nashoba Brook along the old Davis Road. He used the first circular saw in pencil production. He constructed the first of the hexagon- and octagon-shaped wooden casings that we have today. Ebenezer did not patent his invention and shared his techniques with whomever asked. One of those was Eberhard Faber of New York, who became the leader in pencil production.[13]
Joseph Dixon, an inventor and entrepreneur involved with the Tantiusques granite mine in Sturbridge, Massachusetts, developed a means to mass produce pencils. By 1870, The Joseph Dixon Crucible Company was the world’s largest dealer and consumer of graphite and later became the contemporary Dixon Ticonderoga pencil and art supplies company.[14][15]
By the end of the 19th century over 240,000 pencils were used each day in the United States alone. The favoured timber for pencils was Red Cedar as it was aromatic and did not splinter when sharpened. In the early 20th century supplies of Red Cedar were dwindling so that pencil manufacturers were forced to recycle the wood from cedar fences and barns to maintain supply. Britain went as far as declaring the use of pencil sharpeners illegal to discourage unnecessary sharpening. It was soon discovered that Incense cedar, when dyed and perfumed to resemble Red Cedar, was a suitable alternative and most pencils today are made from this timber which is grown in managed forests. Over 14 billion pencils are manufactured worldwide annually.[16]
On 30 March 1858, Hymen Lipman received the first patent for attaching an eraser to the end of a pencil.[17] In 1862 Lipman sold his patent to Joseph Reckendorfer for $100,000, who went on to sue the pencil manufacturer Faber-Castell for infringement.[18] In 1875, the Supreme Court of the United States ruled against Reckendorfer declaring the patent invalid.[19]
Although lead has not been used for writing since Roman times, lead poisoning from pencils was not uncommon; until the middle of the twentieth century the paint used for the outer coating could contain high concentrations of the element and this could be ingested when the pencil was sucked or chewed.[20]
Modern pencils are made industrially by mixing finely ground graphite and clay powders, adding water, forming long spaghetti-like strings, and firing them in a kiln. The resulting strings are dipped in oil or molten wax, which seeps into the tiny holes of the material, resulting in smoother writing. A juniper or incense-cedar plank with several long parallel grooves is cut to fashion a "slat," and the graphite/clay strings are inserted into the grooves. Another grooved plank is glued on top, and the whole assembly is then cut into individual pencils, which are then varnished or painted. Afterwards people can then add personal things like pencil grips and eraser toppers. Eraser toppers are extra erasers that can be removed after being used.
Many pencils across the world, and almost all in Europe, are graded on the European system using a continuum from “H” (for hardness) to “B” (for blackness), as well as “F” (for fine point). The standard writing pencil is graded HB. According to Petroski, this system might have been developed in the early 20th century by Brookman, an English pencil maker. It used “B” for black and “H” for hard; a pencil's grade was described by a sequence or successive Hs or Bs such as BB and BBB for successively softer leads, and HH and HHH for successively harder ones.[21]
As of 2009, a set of pencils ranging from a very hard, light-marking pencil to a very soft, black-marking pencil usually ranges from hardest to softest as follows:
| 9H | 8H | 7H | 6H | 5H | 4H | 3H | 2H | H | F | HB | B | 2B | 3B | 4B | 5B | 6B | 7B | 8B | 9B |
| Hardest | → | Medium | → | Softest | |||||||||||||||
Koh-i-noor offers twenty grades from 10H to 8B for its 1500 series;[22] Derwent produces twenty grades from 9H to 9B for its graphic pencils[23] and Staedtler produces nineteen from 9H to 8B for its Mars Lumograph pencils.[24]
The main market for such wide range of grades are artists who are interested in creating a full range of tones from light grey to black. Engineers prefer harder pencils which allow for a greater control in the shape of the lead. This is reflected in the way pencils are packaged and marketed. For example, for its Graphic pencils Derwent offers three packages of 12 pencils each: Technical (with hard grades from 9H to B), Sketching (with soft grades H to 9B), and Designer (with medium grades 4H to 6B).
Pencils graded using this system are used to measure the hardness and resistance of varnishes and paints. The resistance of a coating (also known as its pencil hardness) is determined as the grade of the hardest pencil that does not mark the coating when pressed firmly against it at a 45 degree angle.[25][26]
Another common method uses numbers to designate the grade of a pencil. It was originally created by Conté and adopted in the United States by John Thoreau, father of Henry Thoreau, in the 19th century.[27] The following table shows approximate equivalences between the different systems:[28]
| Tone | U.S. | World |
|---|---|---|
| #1 | B | |
| #2 | HB | |
| #2½ * | F | |
| #3 | H | |
| #4 | 2H |
* Also seen as 2-4/8, 2.5, 2-5/10
Although Conté/Thoreau's system is widely accepted, not all manufacturers follow it; for example, Faber-Castell uses a different equivalence table in its Grip 2001 pencils: 1 = 2B, 2 = B, 2½ = HB, 3 = H, 4 = 2H.
The various graphite pencil grades are achieved by altering the proportion of graphite to clay: the more clay the harder the pencil.[29][30][31] Two pencils of the same grade but different manufacturers will not necessarily make a mark of identical tone nor have the same hardness.[32]
The majority of pencils made in the United States are painted yellow.[33] According to Henry Petroski,[34] this tradition began in 1890 when the L. & C. Hardtmuth Company of Austria-Hungary introduced their Koh-I-Noor brand, named after the famous diamond. It was intended to be the world's best and most expensive pencil, and at a time when most pencils were either painted in dark colours or not at all, the Koh-I-Noor was yellow. As well as simply being distinctive, the colour may have been inspired by the Austro-Hungarian flag; it was also suggestive of the Orient at a time when the best-quality graphite came from Siberia. Other companies then copied the yellow colour so that their pencils would be associated with this high-quality brand, and chose brand names with explicit Oriental references, such as Mikado (renamed Mirado)[35][36] and Mongol.[37][38]
Not all countries use yellow pencils, however; German and Brazilian pencils, for example, are often green, blue or black, based on the trademark colours of Faber-Castell, a major German stationery company which has major plants in those countries. In southern European countries pencils tend to be dark red or black with yellow lines while in Australia they are red with black bands at one end. In India the most common pencil colour scheme was dark red with black lines, and pencils with a large number of colour schemes are produced by various companies.
Pencils are commonly round, hexagonal or sometimes triangular in section. Carpenters' pencils (see below) are typically oval or rectangular, so they cannot easily roll away during work.
A standard, #2, hexagonal pencil is 19 cm (7.5 in) long.
There are also pencils which use mechanical methods to push lead through a hole at the end and are either propelling or clutch type. The erasers (sometimes replaced by a sharpener in larger lead sizes) are also removable (and thus replaceable), and usually cover a place to store replacement leads. Mechanical pencils are popular for their longevity and the fact that they may never need sharpening. Lead types are based on grade and size; with standard sizes being 2.00 mm, 1.40 mm, 1.00 mm, 0.70 mm, 0.50 mm, 0.35 mm, 0.25 mm, 0.18 mm, and 0.13 mm (ISO 9175-1)—the 0.9 mm size is available, but is not considered a standard ISO size.
Pioneered by Taiwanese stationery manufacturer Bensia Pioneer Industrial Corporation in the early 70's, the product is also known as Bensia Pencils, non-sharpening pencils, is a type of pencil where many sharp points are housed in the body of the pencil in cartridge style plastic holders, removing a blunt point by pulling it from the writing end of the body and re-inserting it to the top of the body causes the next point to appear from the writing end of the pencil body.[60]
Invented by Arthur D. Little for Empire Pencil Company in the early 1970s; commercialised by Empire as the "EPCON" Pencil. These pencils were co-extruded, extruding a plasticised graphite mix within a wood-composite core.[61]
Indelible pencils were the cause of significant health risks due to the presence of aniline dyes. Exposure to aniline dyes could lead to eczema, acne and carcinoma. Penetration of the pencil lead into the body commonly leads to severe and debilitating effects such as fever, anaemia, elevated white cell count, gastro-intestinal upset, kidney and liver damage, anorexia and necrosis of the tissue surrounding the wound. Such risks are not associated with ordinary graphite pencils. While these symptoms may appear after a couple of days they often develop only after weeks have passed since the injury was sustained. Surgery is required to remove the lead and the infected tissue and "the necrotizing action may be so severe and extensive amputation is necessary". [62]
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