The records document primarily the financial aspects of the Fellows Gear Shaper Company and consist of meticulously maintained journals and ledger books. Fellows Gear Shaper Company was a leader and dominant figure in the manufacturing of precision gear production, gear cutting tools, and optical inspection machines in the first half of the 20th century. The company's contribution to the industry enabled the manufacture of gears for textile, automobiles, factory machinery, and other industries.
Scope and Contents:
The bulk of materials deals with the financial aspects of the Fellows Gear Shaper Company and consists of meticulously kept journals and ledger books (Series 2). Of interest are the photographs and architectural plans regarding the construction of the 1969 North Springfield plant (Series 4), as well as the details of the activities of the Fellows Gear Shaper Foundation which awarded scholarship loans to high school students (Series 5).
Series 1, Executive Records, 1896-1993
This series is composed of a variety of materials including: articles of association, articles of incorporation, by-laws, licenses, contracts, agreements, and annual reports. Of particular interest is a 1953 defense study by the company as part of the Industry Defense Study for Measures to Minimize Loss of and Resume Production after a nuclear war, materials from 1963-1971 related to a contract with Colt Manufacturing Company, and two volumes regarding the Emhart Corporation acquisition of Fellows in 1974.
Series 2, Financial Records, 1896-1973
This series of records form the bulk of the collection and are divided into eleven subseries, Subseries 1, Corporate Summary Ledgers, 1896-1960; Subseries 2, Journals, 1903-1962; Subseries 3, General Financial Ledgers, 1918-1963; Subseries 4, Cash Received/Cash Paid Ledgers, 1896-1919; Subseries 5, Cash Received Ledgers, 1920-1954; Subseries 6, Bills Receivable Ledgers, 1910-1962; Subseries 7, Petty Cash Ledgers, 1910-1951; Subseries 8, Monthly Reports, 1922-1941; Subseries 9, Treasurer's Annual Reports, 1898-1960; Subseries 10, Financial Statements, 1963-1968; and Subseries 11, Machine Sales and Finances, 1920-1961.
The materials in this series provide a thorough financial picture of the company from its founding in 1896 to approximately 1960. The journals and ledgers cover such areas as: profits, sales, payroll, marketing, overhead, depreciation, taxes, liabilities, assets, insurance, cash received and paid, petty cash, and machines purchased. Also included are monthly reports, most likely of the general manager, and the treasurer's annual reports.
Series 3, Stock Records, 1896-1974
These records contain notes indicating the company's initial stockholders, the amount of stockholder investments, minutes of stockholder meetings from 1954-1974, notes and correspondence from 1961-1965 that include lists of company employees who did and did not own stock, a list of the dates of regular and special stockholders meetings, and stock certificates.
Series 4, Property Records, 1898-1999
This set of materials covers the real estate and property owned by the company. Such records include: deeds, oversize topographic maps and architectural plans, and insurance appraisals. Of note are the photographs documenting the construction of the 1969 North Springfield, Vermont, plant and its corresponding building plans.
Series 5, Employee Records, 1915-1999
These records are divided into six subseries: General Employee Records, 1915-1987; Fellows Gear Shaper Foundation, 1954-1977; Events, 1948-1970; Employee Newsletters, 1943-1999; Employee reminiscences (Alice Marchand Tier Emerson), 1944 and undated; and Photographs, 1976-1977.
The General Employee Records include materials on wage rates, bonuses, sales incentives, and union contracts. Of interest are the employee cards of those who were killed in action during World War II. These include a chronology of the positions held by the employee, a brief evaluation statement of performance, wage information, and a short obituary. The materials in the Fellows Gear Shaper Foundation subseries contain information about the Foundation's scholarship loan activities. They include such items as the Secretary's report from 1954-1977, documentation of the application process, and a sample student file. The Events subseries covers the Company Veteran's Dinners that celebrated those employees who had been working for the company for over 25 years, both current and retired. There are programs for the dinners from 1948-1970 as well as photographs from the 1967 and 1970 dinners. NOTE: Social Security Numbers and phone numbers were redacted from materials in this series to protect the privacy of individuals. The employee newsletters are fragmented and include Fellows Cutting Stroke, Fellows Pitchline and NewShaper. The employee reminiscence includes a typescript reminiscence by Alice Marchand Tier Emerson a stenographer in the Stenographic Department, and two original letters. The photographs depict employees at work with various pieces of Fellows equipment.
Series 6, Pension Plan and Trust Records, 1923-1985
This series contains materials regarding a pension plan and trust fund created by Fellows Gear Shaper Company for its employees. It consists of examples of trust agreements and declarations, correspondence, payment ledgers, Internal Revenue Service information returns, audited financial statements, and lists of those employees receiving a pension. NOTE: Social Security Numbers were redacted from materials in this series to protect the privacy of individuals.
Series 7, Publications, 1964-1998, undated
The series contains technical publications copyrighted and published by Fellows Gear Shaper Company.
Series 8, Miscellaneous materials, 1942-1987
The series contains a variety of materials, company history, E.R. Fellows Memoriam, citations and awards given to the company, an engineering department organizational chart, lists of patents awarded to E.R. Fellows and other employees of Fellows Gear, press releases, and product literature.
Series 6, Pension Plan And Trust Records, 1923-1985
Series 7, Publications, 1964-1998, undated
Series 8, Miscellaneous materials, 1942-1987
Biographical / Historical:
The Fellows Gear Shaper Company was founded in 1896 by Edwin R. Fellows (1865-1945) in Springfield, Vermont. With only one year of high school education, Fellows was employed as a department store clerk and window dresser before entering the machine tool industry. He got his start in the business after becoming acquainted with James Hartness of the Jones and Lamson Machine Company in 1885. Hartness offered Fellows a job at his company which Fellows eventually accepted, going to work for Hartness in 1889.
While his first few weeks at Jones and Lamson were spent working on a screw machine, Fellows was soon working with Hartness in machine design and Fellows's efforts led to the development of the flat-turret lathe. Immersed in the machine tool industry, Fellows developed an interest in gear-cutting problems. After some time spent at his drafting board, Fellows developed a new principle in gear manufacturing.
His new process was a great improvement upon previous methods of gear cutting. At the time, gears were cut by milling cutters formed to the shape of the desired teeth. A tooth was cut, then a gear blank was indexed and the next tooth was cut at the appropriate distance from the first. To facilitate this, an intermittent indexing mechanism was used, which was prone to slight errors in tooth spacing.
In order to alleviate such problems Fellows invented the Gear Shaper and the Gear Shaper Cutter which was shaped like a gear and was provided with relieved cutting edges. The Gear Shaper utilized the molding-generating principle, the cutter being reciprocated as it rotated in harmony with the gear that was being cut. Since no intermediary devices were used, chances for error were eliminated.
With the encouragement and financial backing of Hartness, Fellows took his idea and started his own company. The first model was the 36-inch Gear Shaper, which when finished was sent to Prentice Brothers at Worcester, Massachusetts; Prentice Brothers became Fellows's first customer. The revolutionary nature of Fellows's concept caused many to shy away from his products, and early troubles in product development added to the difficulty of achieving acceptance. However, slight operating losses in 1898 and 1899 were replaced by profits in subsequent years. In 1899, Fellows was awarded the John Scott Legacy Medal by the Franklin Institute in Philadelphia.
Fellows went on to develop a machine to grind the involute profiles of the cutter teeth. With these machines, cutters could be ground to a high degree of accuracy after hardening. The introduction of the cutter with ground involute profiles and the increasing requirements for accuracy necessitated the development of a dependable method of inspection. Since such instruments for the accurate inspection of involute teeth shapes were unknown, Fellows designed and built the Involute Measuring Machine to fill this void.
The coming of the automobile was fortuitous for the machine tool industry. In 1900, Fellows developed a rack shaper, and in 1902 he developed the 24-inch gear shaper, which was principally created to cut automobile gears. The fortunes of the company came to be interwoven with the automobile industry. As early as 1898, one of Fellows' machines went to the Electric Vehicle Company. Automobile companies such as Packard Motor Car Company, Olds Motor Works, Cadillac Motor Car Company, and Buick Motor Company were among the automobile manufacturers counted as Fellows's customers.
The company was divided into two divisions, the Machine Division and the Cutter Division. The Machine Division was responsible for the manufacture of gear shaping machines, gear shaving machines, gear lapping machines, gear measuring equipment and attachments, masters, and other tools required in conjunction with this equipment. The Cutter Division was responsible for the manufacture of gear shaping cutters, shaving tools, master gears, burnishing gears, form ground cutters, rack cutters, cutters for steering sector worms, and other cutting tools.
For the Fellows Gear Shaper Company, the 1920s was a time of growth and product development, and the 1940s heralded the design and production of nine new kinds of machines, including in 1947 a mammoth rotary gear shaper, the 80,000 pound ten-spindle gear shaper. In 1977 Fellows introduced its new series of Hydrostroke machines and in the early 1980s introduced computer numerical control (CNC) machines.
In 1970, the company changed its name to Fellows Corporation. Four years later, Fellows was acquired by the Emhart Corporation and in 1987 Fellows was acquired by Goldman Industrial Group. Goldman filed for bankruptcy in February 2002. In July 2002, Bourn & Koch, Inc., of Rockford, Illinois, and Star-SU, Inc. of Hoffman Estates, Illinois, acquired the gear shaper machine tool manufacturing assets and the gear shaper cutting tool manufacturing assets respectively.
Reference
Broehl, Wayne G. Precision Valley: The Machine Tool Companies of Springfield, Vermont: Jones and Lamson Machine Company, Fellows Gear Shaper Company, Bryant Chucking Grinder Company. Englewood Cliffs, NJ: Prentice-Hall, 1959.
Provenance:
Regency Savings Bank of Houston, Texas, donated the records to the Archives Center on March 2, 2004.
Restrictions:
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Contact the Archives Center for information at archivescenter@si.edu or 202-633-3270.
Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning intellectual property rights. Copyright held by the Smithsonian Institution. Archives Center cost-recovery and use fees may apply when requesting reproductions.
The collection documents the activities of the United Shoe Machinery Corporation of Beverly, Massachusetts, manufacturers of shoe machinery equipment. The collection consists of engineering records, legal records, research and development records, employee/personnel records, correspondence, company catalogs, product literature, advertising materials, photographs, and moving images.
Scope and Contents:
This collection is among the largest and most complete bodies of business records in the holdings of the Archives Center. The records document in considerable detail the firm's engineering department and research and development efforts in shoe making machinery and in related technical areas, especially during World War II and as it attempted to diversify its activities after the war. There is detailed information, much of it on microfilm, about the leasing of United Shoe Machinery (USM) machines. The records also provide insight into the USM's culture of corporate paternalism, including its athletic and relief associations and its industrial school. The collection is rich in visual materials depicting both the machines made by the firm and the employees and the facilities.
Arrangement:
The collection is arranged into seventeen series.
Series 1: Historical and Background Materials, 1901-1985
Series 2: Executive Records, 1927-1987
Subseries 2.1: United Shoe Machinery, 1927-1975
Subseries 2.2: Emhart Corporation, 1976-1987
Series 3: Correspondence, 1890, 1901-1915
Series 4: Wilson Palmer Files, 1925-1952
Series 5: Research and Development Department Records, 1914-1980
Subseries 5.1: Background, 1947-1974
Subseries 5.2: Financial Information, 1947-1975
Subseries 5.3: Reports, 1962-1973
Subseries 5.4: Facilities, 1947-1975
Subseries 5.5: Personnel, 1942-1979
Subseries 5.6: Labor, 1961-1970
Subseries 5.7: Subject Files, 1943-1977
Subseries 5.8: Project Files, 1914-1968
Subseries 5.9: New Development (ND) Project Files, 1924-1970
Subseries 14.6: Quarter Century Club News, 1977-1987
Subseries 14.7: H.E. Smith & Company Catalogs, 1898-1930
Series 15: Product Literature, 1952-1979
Series 16: Advertising and Marketing Materials, 1902-1981
Series 17: Photographs, 1907-1960s
Subseries 17.1: Employees, 1907-1981
Subseries 17.2: Equipment/Products, 1961-1972
Subseries 17.3: Factories/Buildings, 1920s-1960s
Subseries 17.4: Trade Shows, 1954, 1968-1973
Subseries 17.5: Miscellaneous, undated
Subseries 17.6: Postcards, 1906-1938
Subseries 17.7: Prints from Glass Plate Negatives, undated
Subseries 17.8: Albums, 1915-1950s
Subseries 17.9: Film Negatives, 1956-1958
Subseries 17.10: Glass Plate Negatives, 1915-1923
Series 18: Audio-Visual Materials, 1934-1972
Biographical / Historical:
The United Shoe Machinery Company was formed in 1899 by the consolidation of the most important shoe machinery firms in the industry: Goodyear Shoe Machinery Company; Consolidated McKay Lasting Machine Company; and McKay Shoe Machinery Company. By this merger, conflicting patents were eliminated and patents supplementing each other were brought under United control to permit their prompt combination in a single machine or process. To ensure efficiency, the new company also continued the practice previously followed by its constituent firms of renting machinery that it manufactured instead of selling it. The authorized capital of the new company was twenty five million dollars. After the 1899 merger, United grew quite rapidly. In 1903, it began construction of a new factory in Beverly, Massachusetts about thirty-five miles from Boston. At its peak, this company employed 9,000 workers and produced eighty-five percent of all shoemaking machines in the United States. By 1910, it had an eighty percent share of the shoe machinery market with assets reaching forty million dollars, and it had acquired control of branch companies in foreign countries.
In 1911, the first of three civil anti-trust suits was brought against United by the United States government. It charged that the 1899 merger had restrained trade and violated the Sherman Act. The Massachusetts District Court ruled that the 1899 merger was not an attempt to restrain trade, only an attempt to promote efficiency. The court also said that the five companies that were merged to form United were not competitive with each other. The government appealed to the Supreme Court, which only affirmed the District Court's verdict.
In 1917, the United Shoe Machinery Corporation, incorporated in 1905, absorbed the United Shoe Machinery Company. The United Shoe Machinery Corporation had its headquarters in Boston and its main manufacturing plant in Beverly, Massachusetts.
The second government suit was brought against United Shoe in 1915. The government claimed that United Shoe's leasing system restricted the shoe manufacturer to exclusive use of United Shoe's products and that it was a violation of the newly enacted Clayton Act. The Massachusetts District Court ruled in favor of the government. The Supreme Court, hearing United Shoe's appeal case, only affirmed the District Court's ruling. In 1923, United modified its leasing policy.
The last government suit against United was filed in 1947 and charged United with monopolizing the trade, manufacture, and distribution of shoe machinery from 1923 to 1947. During this period, United had bought all shares, assets, and patents of twenty one companies that dealt in the shoe machinery manufacture. The court ruled that United had clearly violated the Sherman Act, and United was forced to modify its leasing policies and restrict its purchases of other shoe machinery businesses and its acquisition of patents. In 1968, the United Shoe Machinery Corporation changed its name to USM Corporation. In 1976, United Shoe Machinery Company merged with Emhart Industries and produced the modern-day Emhart Corporation.
In 1989, in order to resist a two billion dollar takeover attempt by a New York investment group (which included oil heir Gordon P. Getty), Emhart merged with Black & Decker Corporation. The merged company operates from Black & Decker's headquarters in Towson, Maryland. The company headquarters in Farmington, Connecticut, were closed in June 1989.
Related Materials:
Materials at Other Organizations
Lynn Historical Society & Museum, Lynn, Massachusetts
Small volumes and pamphlets of shoe and shoe-related industry businesses in Lynn, Massachusetts, including miscellaneous articles and histories on the shoe industry in Lynn, manuals, catalogs, broadsides, patents, handbooks, patterns, price lists, brochures, and legal materials. Businesses represented include Beaudry Machine Company, Beckman Machine Company, Bresnahan Shoe Machinery Company, George W. Emerson & Company, Hamel Shoe Machinery Company, Gregory & Read Co., David Knox & Sons Machinery Company, Krippendorf Kalculator Company (manufacturers of a mechanical device to compute pattern values), Peerless Machinery Company, Quarmby & Hilliker, Machine Builders, Swain, Fuller Manufacturing Company, W.J. Young Machinery Company, and George J. Kelly, Inc. (maker of shoe polish).
United Shoe Machinery Company Records, 1915-1974
Materials assembled by Edward F. McCarthy, director of USM research, including notebooks, diagrams, manuals, brochures, catalogs, code sheets, flow charts, price lists, handbooks, lectures, directories, lexicons, catalogs of other firms, personal notebooks on shoe construction (1927-1931), factory visits to other shoe companies, and production of leading manufacturers (1939-1960), and floor directory of the plant; ledgers listing machines shipped and returned from the Lynn and Puerto Rico plants (nine volumes, 1935-1974); and machine development materials, including patents, chiefly those of Edward Quinn.
Peabody Essex Museum (PEM) Salem, Massachusetts
An accession in 1987 of institutional archives, includes publications, photographs, advertisements, lectures, scrapbook of shoes made for United Shoe Machinery Corporation of Beverly, Massachusetts, shoes from which are in the collection of the Peabody Essex Museum (87020).
The United Shoe and Machinery Company Collection contains a large quantity of the company's patents, most of which pertain to the production and manufacture of shoes. Additionally there are patents for golf balls, nail guns, and magnetic closures. The majority of the remaining materials are Quarter Century Club documents ranging from financial and membership records, to pictures and other ephemera. The remainder of the collection consists of miscellaneous objects including sample knives and knife parts from the Booth Brothers Company.
University of Connecticut, Dodd Center
Emhart Corporation Records, undated, 1883-1989
Emhart Corporation was a multinational company located in Farmington, Connecticut. Prior to its 1989 merger with Black & Decker, Emhart operated in over one hundred countries with a worldwide work force of 30,000 employees. Emhart's products included machines for the manufacture of glass bottles and shoes; filling, sealing and packaging machinery; security systems; electronics; chemical products; metal fasteners; rubber processing equipment; and consumer and do-it-yourself products. Brand name products included True Temper® hardware and sporting goods, and Price Pfister® plumbing fixtures. Emhart's domestic roots went back to the American Hardware Company, founded in New Britain, Connecticut, in 1902.
Beverly Public Schools (Beverly, Massachusetts)
Beverly Public Schools/Beverly trade school records, 1909-1995
Materials relating to the establishment and operation of the Beverly trade schools, including trustee minutes, annual reports, curriculum journals, correspondence, photographs, programs and ephemera, and calendars.
Cornell University, Division of Rare and Manuscript Collections
[United Shoe Machinery Company, of New Jersey, et al. court proceedings], 1911-1917
United Shoe buildings and properties
The Cummings Properties now owns and leases "the Shoe."
Separated Materials:
Materials at National Museum of American History
The Division of Work and Industry holds artifacts related to the United Shoe Machinery Corporation. Some artifacts include a drafting table (1989.0259.349), tool chest (1989.0259.348), and molds for shoes, shoe heels, shoe welts, threads, needles, awls, and show wax.
Provenance:
The collection was donated by United Shoe Machinery Corporation, through Kevin Cochrane on November 20, 1987.
Restrictions:
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Contact the Archives Center for information at archivescenter@si.edu or 202-633-3270.
Gloves must be worn when handling unprotected photographs and negatives. Special arrangements required to view materials in cold storage and audio visual materials. Using cold room materials requires a three hour waiting period, reference copies do not exist for audio visual materials. Arrangements must be made with the Archives Center staff two weeks prior to a scheduled research visit. Contact the Archives Center at 202-633-3270.
Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning intellectual property rights. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Contact the Archives Center for information at archivescenter@si.edu or 202-633-3270.
Collection Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning intellectual property rights. Copyright held by the Smithsonian Institution. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Collection Citation:
Fellows Gear Shaper Records, 1896-1970s, Archives Center, National Museum of American History, Smithsonian Institution.
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Contact the Archives Center for information at archivescenter@si.edu or 202-633-3270.
Collection Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning intellectual property rights. Copyright held by the Smithsonian Institution. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Collection Citation:
Fellows Gear Shaper Records, 1896-1970s, Archives Center, National Museum of American History, Smithsonian Institution.
This series consists of annual reports and stockholder leaflets and is divided into two subseries: Subseries 2.1: United Shoe Machinery, 1927-1975 and Subseries 2.2: Emhart Corporation, 1976-1984.
Subseries 2.1: United Shoe Machinery, 1927-1975, consists of stockholder leaflets, annual reports, directors meetings and operational reports. The stockholder leaflets were created in 1927 to keep the stockholders informed about the "nature, variety, and scope of business" of the corporation. Some leaflets cover a wide range of topics such as lasting machines, sewing machines, shoe making, and buildings. The annual reports were published by United Shoe Machinery and are arranged chronologically. Additional annual reports for 1914-1915 and 1917-1918 can be found within the D. S. Knowlton Scrapbooks in Series 16: Advertising and Marketing Materials.
Subseries 2.2: Annual Reports of Emhart, 1976-1984, consists of annual reports published by Emhart and arranged chronologically, a report to stockholders and an Analyst Up-Date, 1977 that provided a status report for the progress made by the company.
Collection Restrictions:
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Contact the Archives Center for information at archivescenter@si.edu or 202-633-3270.
Gloves must be worn when handling unprotected photographs and negatives. Special arrangements required to view materials in cold storage and audio visual materials. Using cold room materials requires a three hour waiting period, reference copies do not exist for audio visual materials. Arrangements must be made with the Archives Center staff two weeks prior to a scheduled research visit. Contact the Archives Center at 202-633-3270.
Collection Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning intellectual property rights. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Collection Citation:
United Shoe Machinery Corporation Records, Archives Center, National Museum of American History.
Ansonia and Derby, Connecticut, foundry and manufacturer of heavy machinery. Founded in 1848 as Almon Farrel and Company in Ansonia, changing its name to Farrel Foundry in 1850. Reorganized in 1857 as the Farrel Foundry and Machine Company; merged with the Birmingham Iron Foundry (founded in 1836) in 1927 to form Farrel-Birmingham Company, Inc. Acquired Consolidated Machine Tool Corporation in 1951; changed its name again to Farrel Company in 1963. Became a division of United Shoe Machinery and was part of the merger of that company with Emhart Corporation in 1976. Emhart Corporation dissolved in 1989 when it merged with Black & Decker Corporation. Search this
