Fountain pen

A Stipula fountain pen

A fountain pen is a nib pen that, unlike its predecessor the dip pen, contains an internal reservoir of water-based liquid ink. The pen draws ink from the reservoir through a feed to the nib and deposits it on paper via a combination of gravity and capillary action.

Filling the reservoir with ink may be achieved manually (via the use of a Pasteur pipette or syringe), or via an internal filling mechanism which creates suction (for example, through a piston mechanism) to transfer ink directly through the nib into the reservoir. Some pens employ removable reservoirs in the form of pre-filled ink cartridges. A fountain pen needs little or no pressure to write.

These Parker Duofolds from the 1920s used the Lucky Curve feed system and self-filled using a "button filler". They were quite long; nearly 7 inches long when posted.

History

The earliest historical record of a reservoir pen dates to the 10th century. In 973, Ma'ād al-Mu'izz, the caliph of the Maghreb, demanded a pen that would not stain his hands or clothes, and was provided with a pen that held ink in a reservoir and delivered it to the nib, which could be held upside-down without leaking, as recorded in Kitab al-Majalis wa 'l-musayarat, by Qadi al-Nu'man al-Tamimi (d. 974).^[1] No details of the construction or mechanism of operation of this pen are known, and no examples have survived.

M. Klein and Henry W. Wynne received US patent #68445 in 1867 for an ink chamber and delivery system in the handle of the fountain pen.

That some form of pen with an ink reservoir was available in Europe in the 17th century is shown by contemporary references. In Deliciae Physico-Mathematicae (a 1636 magazine), German inventor Daniel Schwenter described a pen made from two quills. One quill served as a reservoir for ink inside the other quill. The ink was sealed inside the quill with cork. Ink was squeezed through a small hole to the writing point. In 1663 Samuel Pepys referred to a metal pen "to carry ink".^[2] Noted Maryland historian Hester Dorsey Richardson (1862–1933) documented a reference to "three silver fountain pens, worth 15 shillings" in England during the reign of Charles II, ca. 1649–1685.^[3] By the early 18th century such pens were already commonly known as "fountain pens".^[4] Hester Dorsey Richardson also found a 1734 notation made by Robert Morris the elder in the ledger of the expenses of Robert Morris the younger, who was at the time in Philadelphia, for "one fountain pen".^[3]

In 1828 Josiah Mason improved a cheap, efficient slip-in nib in Birmingham, England, which could be added to a fountain pen and in 1830, with the invention of a new machine, William Joseph Gillott, William Mitchell, and James Stephen Perry devised a way to mass manufacture robust, cheap steel pen nibs. This boosted the Birmingham pen trade and by the 1850s, more than half the steel-nib pens manufactured in the world were made in Birmingham. Thousands of skilled craftsmen and -women were employed in the industry. Many new manufacturing techniques were perfected, enabling the city's factories to mass-produce their pens cheaply and efficiently. These were sold worldwide to many who previously could not afford to write, thus encouraging the development of education and literacy.^[5]

Progress in developing a reliable pen was slow until the mid-19th century, because of an imperfect understanding of the role that air pressure plays in the operation of pens and because most inks were highly corrosive and full of sedimentary inclusions. The Romanian inventor Petrache Poenaru received a French patent on May 25, 1827 for the invention of a fountain pen with a barrel made from a large swan quill.^[6] In 1848 American inventor Azel Storrs Lyman patented a pen with "a combined holder and nib".^[7][8] From the 1850s there was a steadily accelerating stream of fountain pen patents and pens in production. However, it was only after three key inventions were in place that the fountain pen became a widely popular writing instrument. Those were the iridium-tipped gold nib, hard rubber, and free-flowing ink.

Waterman 42 Safety Pen, with variation in materials (both red and black rubbers) and retracting nibs.

The first fountain pens making use of all these key ingredients appeared in the 1850s. In the 1870s Duncan MacKinnon, a Canadian living in New York City, and Alonzo T. Cross of Providence, Rhode Island, created stylographic pens with a hollow, tubular nib and a wire acting as a valve. Stylographic pens are now used mostly for drafting and technical drawing but were very popular in the decade beginning in 1875. In the 1880s the era of the mass-produced fountain pen finally began. The dominant American producers in this pioneer era were Waterman, of New York City, and Wirt, based in Bloomsburg, Pennsylvania. Waterman soon outstripped Wirt, along with many companies that sprang up to fill the new and growing fountain pen market. Waterman remained the market leader until the early 1920s.

At this time fountain pens were almost all filled by unscrewing a portion of the hollow barrel or holder and inserting the ink by means of an eyedropper—a slow and messy procedure. Pens also tended to leak inside their caps and at the joint where the barrel opened for filling. Now that the materials' problems had been overcome and the flow of ink while writing had been regulated, the next problems to be solved were the creation of a simple, convenient self-filler and the problem of leakage. Self-fillers began to arrive around the turn of the century; the most successful of these was probably the Conklin crescent-filler, followed by A. A. Waterman's twist-filler. The tipping point, however, was the runaway success of Walter A. Sheaffer's lever-filler, introduced in 1912, paralleled by Parker's roughly contemporary button-filler.

Waterman pens, including fountain model, made for Air France's Concorde

Meanwhile many inventors turned their attention to the problem of leakage. Some of the earliest solutions to this problem came in the form of a "safety" pen with a retractable point that allowed the ink reservoir to be corked like a bottle. The most successful of these came from F.C. Brown of the Caw's Pen and Ink Co. and from Morris W. Moore of Boston. In 1908 Waterman began marketing a safety pen of its own that soon became the most widely distributed such pen. For pens with nonretractable nibs, the adoption of screw-on caps with inner caps that sealed around the nib by bearing against the front of the section effectively solved the leakage problem (such pens were also marketed as "safety pens", as with the Parker Jack Knife Safety and the Swan Safety Screw-Cap).

Parker Duofold, ca. 1924

In Europe, the German supplies company which came to be known as Pelikan and was started in 1838, first introduced their pen in 1929, based upon the acquisition of patents for solid-ink fountain pens from the factory of Slavoljub Penkala from Croatia (patented 1907, in mass production since 1911), and the patent of the Hungarian Theodor Kovacs for the modern piston filler by 1925.

The decades that followed saw many technological innovations in the manufacture of fountain pens. Celluloid gradually replaced hard rubber, which enabled production in a much wider range of colors and designs. At the same time, manufacturers experimented with new filling systems. The inter-war period saw the introduction of some of the most notable models, such as the Parker Duofold and Vacumatic, Sheaffer's Lifetime Balance series, and the Pelikan 100.

Parker Duofold, ca. 1928

During the 1940s and 1950s, fountain pens retained their dominance: early ballpoint pens were expensive, were prone to leaks and had irregular inkflow, while the fountain pen continued to benefit from the combination of mass production and craftsmanship. This period saw the launch of innovative models such as the Parker 51, the Sheaffer Snorkel, and the Eversharp Skyline and (later) Skyliner, while the Esterbrook J series of lever-fill models with interchangeable steel nibs offered inexpensive reliability to the masses.

By the 1960s, refinements in ballpoint pen production gradually ensured its dominance over the fountain pen for casual use. Although cartridge-filler fountain pens are still in common use in France, Germany, Austria, India, and the United Kingdom, and are widely used by young students in most private schools in England and at least one private school in Scotland,^[9] a few modern manufacturers (especially Montblanc, Graf von Faber-Castell and Visconti) now depict the fountain pen as a collectible item or a status symbol, rather than an everyday writing tool.

Nibs

Fountain pen nib labeled "IRIDIUM POINT GERMANY"

The modern fountain pen nib may be traced back to the original gold nib which had a tiny fragment of ruby attached to form the wear-point. Following the discovery of the Platinum group of metals which include ruthenium, palladium, osmium and iridium, a small quantity of iridium was isolated and used on the iridium-tipped gold dip pen nibs of the 1830s. Today, nibs are usually made of stainless steel or gold alloys, with the most popular gold content being 14 carat (58⅓%) and 18 carat (75%). Gold is considered the optimum metal for its flexibility and its resistance to corrosion, although gold's corrosion resistance is less of an issue than in the past because of better stainless steel alloys and less corrosive inks. Gold nibs are tipped with a hard, wear-resistant alloy that typically uses metals from the platinum group. The tipping material is often called "iridium", but there are few, if any, penmakers that still use tipping alloys containing the metal.^[10] Steel nibs may also have harder tips; those with un-tipped steel points will wear more rapidly due to abrasion by the paper.

Detail of a Visconti stainless steel nib and feed.

The nib usually has a slit cut down its centre, to convey the ink down the nib by capillary action, as well as a "breather hole" of varying shape to promote the exchange of air for ink in the pen's reservoir. The breather hole also acts as a stress relieving point, preventing the nib from cracking longitudinally from the end of the slit as a result of repeated flexing during use. The whole nib narrows to a point where the ink is transferred to the paper. Broad calligraphy pens may have several slits in the nib to increase ink flow and help distribute it evenly across the broad point. Nibs divided into three 'tines' are commonly known as 'music' nibs, as their line, which can be varied from broad to fine, is suited for writing musical scores. Although the most common nibs end in a round point of various sizes (fine, medium, broad), various other nib shapes are available. Examples of this are oblique, reverse oblique, stub, italic and 360 degree nibs. Flexibility in fountain pen nibs is determined in several ways. First, thickness of the nib is important. When the nib alloy has been pressed thick it will result in a hard nib, while thinly pressed nibs are more flexible. Also, should a nib be thinner at the feed and thicker at the tip flexibility is improved. Second, the curve of a nib determines in part how stiff the nib will be. Nibs pressed into more deeply convex curves, or into three or five faceted curves, will be stiffer than flatter nibs. Third, the "breather hole" size, shape, and position alter the stiffness. Should a heart shaped hole be wider than normal, it will imbue a flexibility to the nib, while round, small holes give a nib stiff. Fourth, the length of the tines determines how far they may spread under pressure: With shorter tines a nib will be stiffer. Fifth, the alloy used can affect stiffness: Steel is stiffer than gold alloys, and more pure gold (18k, 21k) is softer than diluted gold (14k).

Mabie Todd Swan flexible 14k nib.

Fountain pens dating from the first half of the 20th century are more likely to have flexible nibs, suited to the favored handwriting styles of the period (e.g. Copperplate script and Spencerian Script). By the 1940s, writing preferences had shifted towards stiffer nibs that could withstand the greater pressure required for writing through carbon paper to create duplicate documents. Furthermore, competition between the major pen brands such as Parker and Waterman, and the introduction of lifetime guarantees, meant that flexible nibs could no longer be supported profitably. In countries where this rivalry was not present to the same degree, for example the UK and Germany, flexible nibs are more common. Nowadays, stiff nibs are the norm as people exchange between fountain pens and other writing modes. These more closely emulate the ballpoint pens modern users are experienced with, but are often described as feeling like "writing with a nail" by those who prefer the feel of a more flexible nib. More flexible nibs can be easily damaged by ballpoint users who write with excessive pressure. Ideally, a fountain pen's nib glides across the paper using the ink as a lubricant, and requires no pressure.

Good quality nibs that have been used appropriately are long lasting, often lasting longer than the lifetime of the original owner. Many vintage pens with decades-old nibs can still be used today.

Hooded nib of a Hero Pen

The Integral Nib of a Parker 50 (Falcon)

Other styles of fountain pen nibs include Hooded Nibs (Examples of hooded nibs are Parker 51, Parker 61, or the current (2007) Parker 100, Hero 329), Inlaid Nibs (e.g., Sheaffer Targa or Sheaffer P.F.M) or Integral Nib (Parker T-1 and Falcon, Pilot Myu 701), which may also be ground to have different writing characteristics.

Users are often cautioned not to lend or borrow fountain pens as the nib "wears in" at an angle unique to each individual person. A different user is likely to find that a worn-in nib does not write satisfactorily in their hand and, furthermore, creates a second wear surface, ruining the nib for the original user. This, however, is not a point of concern in pens with modern, durable tipping material, as these pens take many years to develop any significant wear.

Filling mechanisms

A squeeze filler by Hero

The reservoirs of the earliest fountain pens were mostly filled by eyedropper. This was a cumbersome and potentially messy process, which led to the commercial development of alternative methods that quickly dominated the industry. However, newer, more convenient filling mechanisms have never entirely displaced "eyedropper-filling" pens in the marketplace, and they remain widely manufactured today. For some the simplicity of the mechanism, coupled with the large volume of ink it can encapsulate, compensates for the inconvenience of ink transfer.

After the eyedropper-filler era came the first generation of mass-produced self-fillers, almost all using a rubber sac to hold the ink. The sac was compressed and then released by various mechanisms to fill the pen.

The Conklin crescent filler, introduced c. 1901, was one of the first mass-produced self-filling pen designs. The crescent filling system employs an arch-shaped crescent attached to a rigid metal pressure bar, with the crescent portion protruding from the pen through a slot and the pressure bar inside the barrel. A second component, a C-shaped hard rubber ring, is located between the crescent and the barrel. Ordinarily, the ring blocks the crescent from pushing down. To fill the pen, one simply turns the ring around the barrel until the crescent matches up to the hole in the ring, allowing one to push down the crescent and squeeze the internal sac. Several other filling mechanisms were introduced to compete, such as the coin-filler (where a 'coin' or 'medallion' was supplied along with the pen) match-filler using a matchstick and a 'blow-filler' which unsurprisingly required the pen owner to blow into the barrel to depress the internal sac. In 1907 Walter A. Sheaffer patented the Lever filler, using a hinged lever set into the pen barrel which pressed down onto a bar which in turn compressed the rubber sac inside, creating a vacuum to force ink into the pen. Introduced in 1912, this innovation was rapidly imitated by the other major pen makers. Parker introduced the button filler, which had a button hidden beneath a blind cap on the end of the barrel; when pressed, it acted on a pressure bar inside to depress the ink sac.

Following the crescent filler came a series of systems of increasing complexity, reaching their apogee in the Sheaffer Snorkel, introduced in 1952. With the advent of the modern plastic ink cartridge in the early 1950s, though, most of these systems were phased out in favour of convenience (but reduced capacity).

Screw-mechanism piston-fillers were made as early as the 1820s, but the mechanism's modern popularity begins with the original Pelikan of 1929, based upon a Croatian patent. The basic idea is simple: turn a knob at the end of the pen, and a screw mechanism draws a piston up the barrel, sucking in ink. Thus they were easier to fill. This is also why this filling mechanism is very popular in today's fountain pens. Some of the earlier models had to dedicate as much as half of the pen length to the mechanism. The advent of telescoping pistons has improved this.

The Touchdown Filler was introduced by Sheaffer in 1949. It was advertised as an “Exclusive Pneumatic Down-stroke Filler.” To fill it, a knob at the end of the barrel is unscrewed and the attached plunger is drawn out to its full length. The nib is immersed in ink, the plunger is pushed in, compressing and then releasing the ink sac by means of air pressure. The nib is kept in the ink for approximately 10 seconds to allow the reservoir to fill. This mechanism is very closely modeled after a similar pneumatic filler introduced by Chilton over a decade earlier.

The Sheaffer "Snorkel" system filled the ink sac through a retractable tube above and behind the pen point. This eliminated the need to dunk the point in ink, and the subsequent need to wipe it.

A capillary filling system was introduced by Parker in the Parker 61 in 1956.^[11] There were no moving parts: the ink reservoir within the barrel was open at the upper end, but contained a tightly rolled length of slotted, flexible plastic. To fill, the barrel was unscrewed, the exposed open end of the reservoir was placed in ink and the interstices of the plastic sheet and slots initiated capillary action, drawing up and retaining the ink. The outside of the reservoir was coated with Teflon, a repellent compound that released excess ink as it was withdrawn. Ink was transferred through a further capillary tube to the nib. No method of flushing the device was offered, and because of problems from clogging with dried and hardened ink production was eventually stopped.^[12]

Around the year 2000 Pelikan introduced a filling system involving a valve in the blind end of the pen, which mates with a specially designed ink bottle. Thus docked, ink is then squeezed into the pen barrel (which, lacking any mechanism other than the valve itself, has nearly the capacity of an eyedropper-fill pen of the same size). This system had been implemented only in their "Level" line, which was discontinued in 2006.

Most pens use either a piston filler or a cartridge; many pens can use a converter, a device which has the same fitting as the pen's cartridge and has a filling mechanism and a reservoir attached to it. This enables a pen to either fill from cartridges, or from a bottle of ink. The most common type of converters are Piston-style, but many other varieties may be found in vintage Sheaffers.

Inks

Iron gall ink for fountain pens, refill bottle, 0,5 liter, ca 1950s with storage container

Inks intended for use with fountain pens are water-based. These inks are commonly available in bottles. Plastic cartridges came into use in the 1960s, but bottled inks are still the mainstay for most fountain pen enthusiasts. Bottled inks usually cost less than an equivalent amount in cartridges and afford a wider variety of colors and properties.

As fountain pens are not tightly coupled with their inks as is with ballpoints or gel pens, some care must be taken when selecting an ink. Contemporary fountain pen inks are almost exclusively dye-based because pigment particles usually clog the narrow passages.^[13]

Traditional iron gall inks intended for dip pens are not suitable for fountain pens as they will corrode the pen (a phenomenon known as flash corrosion) and destroy the functionality of the fountain pen. Instead, modern surrogate iron gall formulas are offered for fountain pens. These modern iron gall inks contain a small amount of ferro gallic compounds, but are gentler for the inside of a fountain pen, but can still be corrosive if left in the pen for a long period. To avoid corrosion on delicate metal parts and ink clogging a more thorough than usual cleaning regime - which requires the ink to be flushed out regularly with water - is sometimes advised by manufacturers or resellers.

Some pigmented inks do exist for fountain pens, but these are uncommon. Normal Indian ink cannot be used in fountain pens because it contains shellac as a binder which would very quickly clog such pens.^[14]

Inks ideally should be fairly free-flowing, free of sediment, and non-corrosive, though this generally excludes permanence and prevents large scale commercial use of some colored dyes. Proper care and selection of ink will prevent most problems.^[15]

Cartridges

Most European fountain pen brands (for example Caran d'Ache, Faber-Castell, Michel Perchin, DuPont, Montegrappa, Stipula, Pelikan, Montblanc, Monteverde, Sigma, Delta, Italix and Rotring) and some pen brands of other continents (for example Acura, Bexley, Retro51, Tombow and Platinum (with adaptor)) use so called "international cartridges" (AKA "European cartridges" or "standard cartridges" or "universal cartridges"), in short (38 mm in length, about 0.75 ml of capacity) or long (72 mm, 1.45 ml) sizes, or both. It is to some extent a standard, so the international cartridges of any manufacturer can be used in most fountain pens that accept international cartridges.

Also, converters that are meant to replace international cartridges can be used in most fountain pens that accept international cartridges. Some very compact fountain pens (for example Waterman Ici et La and Monteverde Diva) accept only short international cartridges. Converters can not be used in them (except for so-called mini-converters by Monteverde). Some pens like modern Waterman pens have intentional fittings which prevent the usage of short cartridges. Such pens can only take a proprietary cartridge from the same maker, in this case the long Waterman cartridges.

Parker Vector stainless steel with proprietary Quink cartridges containing 1.4 ml ink

Many fountain pen manufacturers have at various times developed their own proprietary cartridges, for example Parker, Lamy, Sheaffer, Cross, Sailor, Platinum, Platignum, Waterman and Namiki. Fountain pens from Aurora, Hero, Duke and Uranus accept the same cartridges and converters that Parker uses and vice versa (Lamy cartridges, though not officially, are known to interchange with Parker cartridges also). Cartridges of Aurora are slightly different from cartridges by Parker. Hero, Duke and Uranus have made few fountain pens that take international cartridges. Corresponding converters to be used instead of such proprietary cartridges are usually made by the same company that made the fountain pen itself. Some very compact fountain pens accept only proprietary cartridges made by the same company that made that pen, for example Sheaffer Agio Compact and Sheaffer Prelude Compact. It is not possible to use a converter in them at all. In such pens the only practical way to use another brand of ink is to fill empty cartridges with bottled ink using a syringe.

International cartridges are closed by a small ball of glass, held inside the ink exit hole by glue or by a very thin layer of plastic. When the cartridge is pressed into the pen, a small pin pushes in the ball, which falls inside the cartridge. The Parker cartridges do not have such a ball. They are closed by a piece of plastic, which is broken by a sharp pin when inserted in the pen.

Pen manufacturers using a proprietary cartridge (which in almost all cases are the more expensive ones like the ones mentioned above),^{[citation needed]} tend to discourage the use of cheaper^{[citation needed]} internationally "recognized" short/long cartridges or adaptations thereof due to their variance in ink quality in the cartridges which may not offer as much performance / or be of lesser quality than the manufacturer of the pen;^{[citation needed]} ink that has been designed specifically for the pen. In addition, cheaper ink tends to take longer to dry on paper,^{[citation needed]} may skip or produce uneven colour on the page^{[citation needed]} and less "tolerant" on lower, thinner grades of paper (e.g. 75gs/m).^{[citation needed]}

While cartridges are mess free and more convenient to refill on the go than bottle filling, converter and filling systems are still sold. Non-cartridge filling systems tend to be slightly^{[citation needed]} more economical in the long run since ink is generally less expensive in bottles than in cartridges. Advocates of bottle-based filling systems also cite less waste of plastic for the environment, a wider selection of inks, easier cleaning of pens (as drawing the ink in through the nib helps dissolve old ink), and the ability to check and refill inks at any time.

Today

A 1970s model metal and plastic fountain pen

A modern resin fountain pen fitted with a vintage nib

Today, fountain pens are often treated as luxury goods and sometimes as status symbols. Fountain pens may serve as an everyday writing instrument, much like the common ballpoint pen. Good quality steel and gold pens are available inexpensively today, particularly in Europe and China, where there are "disposable" fountain pens such as the Pilot Varsity. In France, in particular, the use of fountain pens is well spread. To avoid mistakes special ink that can be made invisible by applying an ink eradicator is used.

Fountain pens can serve various artistic purposes such as expressive penmanship and calligraphy, pen and ink artwork, and professional art and design. Many users also favor a fountain pen's air of timeless elegance, personalization and sentimentality,^[16] which computers and ballpoint pens seem to lack,^[17] and often state that once they start using fountain pens, ballpoints become awkward to use due to the extra motor effort needed and lack of expressiveness.

For ergonomics, fountain pens may relieve physiological stress from writing; alternatives such as the ballpoint pen can induce more pain and damage to those with arthritis. Some also believe they could improve academic performance.^[18] In some countries, fountain pens are usual in lower school grades, believed to teach children better control over writing as many common mistakes of people not used to handwriting (like too much pressure or incorrect hold) feel unnatural or are almost impossible when using traditional pen tips.

A modern fountain pen, writing in cursive script

Some fountain pens are prized as works of art. Ornate pens may be made of precious metals and jewels with cloisonné designs. Some are inlaid with lacquer designs in a process known as maki-e. Avid communities of pen enthusiasts collect and use antique and modern pens and also collect and exchange information about old and modern inks, ink bottles, and inkwells. Collectors may decide to use the antiques in addition to showcasing them in closed spaces such as glass displays.

See also

• Demonstrator pen
• Fountain pen inks
• Inkwell
• IAMPETH
• Category: Fountain pen and ink manufacturers
• List of pen types, brands and companies
• List of terms about pen and ink

Notes and references

Bibliography

• Finlay, Michael (1990). Western Writing Implements in the Age of the Quill Pen. Wheteral: Plains Books. ISBN 1-872-47700-3. 
• Fischler, George; Schneider, Stuart (1992). Fountain Pens and Pencils. New York: Shiffer Publishing. ISBN 0-887-40346-8. 
• Lambrou, Andreas (2003). Fountain Pens of the World. New York: Philip Wilson Publisher. ISBN 0-302-00668-0. 
• Park, JongJin (2013). Fountain Pens. Seoul: LBIG Media Publishing. ISBN 978-89-94819-09-9. 

External links

Wikimedia Commons has media related to Fountain pens.

• Early Cartridge Pens (Article about the very first cartridge pens, from the early 20th century)
• PenHero.com (Many illustrated articles and reviews on modern and vintage pens)
• Pendemonium: Ink Facts (Reviews on inks and list of cartridge type used by different fountain pens)
• Stylophiles on-line magazine (On-line magazine devoted to fountain pen enthusiasts and aficionados)
• Fountainpen.it (gallery of old fountain pen ads from an Italian site on fountain pens)
• Fountain Pen Geeks (An audio podcast for fountain pen enthusiasts)