Records of a family-owned manufacturing firm, best known for kitchenware products including the Bundt Pan and Micro-Go-Round. The collection richly documents the entrepreneurial spirit of the Minnesota firm and its history of product innovation through technical files, marketing materials, and administrative and financial records.
Scope and Contents:
The Nordic Ware collection consists of approximately twenty-eight cubic feet of records from the Northland Aluminum Company, most dealing with its Nordic Ware business. The Dalquist family recognized the importance of record keeping, and this collection documents very well the evolution of an entrepreneurial, family-owned American business from its earliest years.
Of particular interest for researchers may be the Pillsbury and Bundt Cake Pan dual marketing strategies, showcased mainly in Series 3, Marketing and Sales Records, 1948-2004, the introduction of ethnic cookware into American Culture through such dishes as the Rosettes and Timbales set and Taco dinner kit, the segmentation of product lines by price level to target consumers of differing incomes, and the issue of a trademarked term like "Bundt" becoming generic as seen in Series 6, Legal Records, 1962-1978. Series 4, Engineering Department Records, 1950-1994, provide in-depth documentation of the technical development of several of Nordic Ware's innovative products.
Series 1: Historical and Background Materials, 1940s-2006
These materials provide a history of Dave Dalquist as an entrepreneur and how this led to his ownership of Northland Aluminum Products and the Nordic Ware brand. There are histories put together by the company as well financial summaries for some years. The series contains The Nordic Ware Saga, a book edited and produced by the Dalquist family, and America at Home: A Celebration of Twentieth-Century Housewares. Both books have valuable background information on the company and how it fits into the housewares industry. There also are materials from the original business, Plastics for Industry. An undated marketing booklet, published about 1990, briefly describes the company's history and its product line and corporate structure. Additional company history is found in six installments written by Dave Dalquist under the title "From the Skipper" and covering the years 1946 to l985.
Series 2: David Dalquist Files, 1963-1993
David Dalquist, the president and founder of the company, kept these files in his office and home. Dalquist had no formal filing system and preferred to group records together as he used them. This order has been maintained as much as possible to the folder level. Several files contain information and notes from Dalquist's attendance at the National Housewares Shows and the meetings held there with his sales representatives. The annual Housewares Shows in Chicago were key events in this industry and Nordic Ware made them a high priority. The sales meetings materials include speeches Dalquist delivered. This series reveals Dalquist's involvement with every aspect of the company. It portrays an entrepreneur who began with an engineering degree, very limited capital, and no business experience. Dalquist built a multi-million dollar company while insisting on high ethical and business standards.
The several companies owned by the Dalquist family are documented in these files. There is a merger agreement between Northland Metal Finishers and Northland Aluminum. The records show the company went through several phases and had several brands besides Nordic Ware, including Minnesota Ware, DuNord, and Norcast.
Series 3: Marketing and Sales Records, 1948-2004
The Marketing and Sales Records focus mainly on the promotion of the Nordic Ware Brand and the sale and distribution of products, especially to the retail trade industry. There is evidence of how Nordic Ware presented its products to the industry and of other types of promotions to build brand awareness. These records are divided into three subseries: Subseries 1, General and Department Records, 1967-1995; Subseries 2, Promotional and Trade Sales Materials, 1958-2004; and Subseries 3, Public Relations, 1948-1992
Subseries 3.1: General and Department Records, 1967-1995
Dave Dalquist initially handled most of the company's marketing and sales, but as the company grew, a separate department was created. Among other things, this department created sketches of new product ideas that employees submitted as part of the New Product Idea meetings periodically scheduled by Dave Dalquist. Several files contain this artwork and a design notebook. There are also the files of Doug White, a Vice President of Marketing and Sales. Other art renderings, such as line art used in catalogs, are in this series.
Subseries 3.2: Promotional and Trade Sales Materials, 1958-2004
This subseries consists both of advertising geared towards the trade industry and that aimed at the consumer to promote brand image and sales. A 1970s scrapbook is a record of cross-promotional offers in which Nordic Ware and other firms advertised their products together in a single advertisement. The scrapbook also documents Nordic Ware products offered as sales premiums. The advertisements are organized by the brand co-featured in the advertisement. The Bundt Pan was the predominant Nordic Ware product in these advertisements. The Pillsbury file is especially important as it shows the building of the dual marketing arrangement which allowed Bundt Pans to be packaged with Pillsbury mixes. Nordic Ware received national publicity that it would otherwise have been difficult to generate. The Bundt Pan was integrated into magazine recipes and articles and included in mentions of other brands. These records document the remarkably brief time in which the Bundt Pan achieved national recognition.
The trade market was critical to Nordic Ware. The Sales Guides, 1982-2004, were given to regional sales representatives with information on sales promotions and incentives to representatives for sales of Nordic Ware products in specific markets. The Guides also have product descriptions, so that each representative was fully familiar with the products. Along with these guides, Nordic Ware put out trade catalogs, also found in this subseries. Although there is no master list of the catalogs, many have been hand-dated by Nordic Ware employees. Many of the models in the catalogs and the advertisements were members of the Dalquist family, neighbors, and other acquaintances.
Subseries 3.3: Public Relations, 1948-1992
These materials mainly document a series of campaigns created by Sara Jean Thomas, a public relations contractor. She worked with the marketing and sales department to build the Nordic Ware brand and to create a series of television and radio product promotions in the form of household hints. Several scripts are included here along with details of the overall campaigns. There also are files documenting the reach of these promotions. Other materials include a press kit for Chef Tell, a celebrity chef who represented Nordic Ware products for several years and who made appearances at its booth at the National Housewares Shows. New product press releases (with photographs) and general public relations files (1986-1989), along with the Marketing Communication Plans (1987-1989), give details on the planning of other public relations efforts. The trade press clippings scrapbook documents mentions of Nordic Ware and its products, competitors' advertising, and general developments in the house wares industry. Trade press clippings also are found in Series 8, subseries 4.
Series 4: Engineering Department Records, 1950-1994
The Engineering Department was vital to the success of Nordic Ware. Records in this series reveal the process by which a new product idea was developed, built, tested, and turned into a saleable product. Museum staff members selected the records in this series, occupying about five cubic feet, from a much larger group of files, roughly twenty-five feet in extent. The criteria for selection included substantive information on the design development of new products, especially those requiring substantial engineering work, and on product re-design to create cost efficiencies and resolve product problems.
Subseries 4.1: General Records, 1969-1992
These records deal with general departmental business and include incoming and outgoing correspondence and general files kept by individual engineers. They also provide operational information such as source for production materials, work orders processing, and treatment of employee issues in the department.
Engineers in the department kept these notebooks mainly for developing design ideas and working out the technical logistics of bringing the designs into production. The notebooks also served as evidential records for patent disputes. The engineers signed and dated the pages of their notebooks as proof of when ideas were conceptualized and who recorded them.
Subseries 4.3: Product Files, 1976-1993, undated
These records originally were organized by product number, but no index to the numbering system accompanied the records so files of like products were grouped together. The Micro-Go-Round, Oven-Aire, and Wok are the most thoroughly documented. The records include blueprints at various stages of the products development, work orders for research and development, outside quotations, invoices, quality control tests and guidelines, memoranda to and from other company offices about product development, and other types of operational materials. Most of these products had multiple versions, and evidence of ongoing testing and modification is seen in the records.
These records document some of the innovation that made Nordic Ware an important presence in the housewares industry. The Micro-Go-Round was a particularly revolutionary product at the time, and the records show how the company recognized a need for the product and did what was necessary to develop it, although it had little or no experience with microwave technology. Micro-Go-Round records also are found in Subseries 5 of this series. The Oven-Aire required extensive development efforts to bring to fruition. The idea behind this product was to make conventional ovens cook more evenly and operate like a convection oven. The records include photographs of the original working model, tests done in some of the engineers' home kitchens, and comparison photographs of foods cooked with and without the device. Though the product never took off in the market, the invention and development process is documented here from the perspective of the several parties who worked on it. To a much more limited degree, records for some of the other products -- like the Popgun Popcorn Popper and the Supremer Ice Creamer --demonstrate the design and development process. There is even information about packaging design for some of the products.
Subseries 4.4: New Product Ideas Files, 1976-1993
These records document Nordic Ware's efforts to identify and develop a stream of new products and to involve employees in that process. They include product ideas submitted from outside the firm but primarily relate to New Product Meetings at which employees shared their own ideas. The meetings often included voting for the best ideas and for those that would be most feasible to manufacture. Most of the files contain original artwork, usually brought to the meeting by the marketing department. They also include lists of product ideas and who submitted them, ballots for the voting on the best ideas, and notes taken at the meetings. Several files have memoranda to the employees encouraging submission of ideas outside the annual meeting cycle. Related materials are found in Series 3, Marketing and Sales Records, 1948-2004, Subseries 1, General and Department Records, 1967-1995.
Subseries 4.5: General Research and Development, 1976-1993
This subseries mainly contains files on the development of microwave cookware products and the Micro-Go-Round. Dr. T.K. Ishii, a leading researcher in microwave technologies from Marquette University, served as a consultant to Nordic Ware. He advised on technical problems and explained processes to the Nordic Ware engineers to enable them to develop products. Other materials deal with the application and certification process for Underwriters Laboratories, an independent organization that tested products and certified them as meeting its safety standards.
Subseries 4.6: Patent Materials, 1950-1994
Many records in this subseries deal with the patent application process. An outside legal firm submitted Nordic Ware's applications and negotiated with the Patent Office. The records include correspondence surrounding patent disputes and sworn affidavits by engineers submitted as proof of their work. Several reference files of non-Nordic Ware patents are in this subseries. Many were sent by the law office to Nordic Ware engineers to keep them current on new developments.
Subseries 4.7: Trade Associations, 1977-1994
These records reflect the participation of Engineering Department staff in trade associations, especially The Society of the Plastics Industry, Inc. Lloyd Keleny and several others were involved with the Microwave Oven Cookware Committee. The Society was concerned with the absence of standards for microwave ovens and the resulting problem that cookware used in these ovens was not always effective. The Committee gathered data and encouraged the microwave industry to recognize that consistency was needed. There also are files from the Frankfurt International Housewares Fair, 1994. Nordic Ware tried to build its presence internationally, and fairs such as this were opportunities to meet foreign manufacturers and distributors. They also enabled the company to see what was happening on a global level.
Series 5: Financial Records, 1948-1982
These records include financial information for Nordic Ware and other Dalquist interests, including Maid of Scandinavia Company, when it was still joined with Northland Aluminum Products, and the Minnesota Brand of Cookware. The intermixing of financial reports, invoices and receivables, petty cash receipts, and bank statements for the various enterprises demonstrates the close relationship of all of the beginning operations of the Dalquist family. There are many examples of consolidated financial information in the records including the balance sheets, combined financial reports, income statements, and the audit reports. Of particular interest is the accounting ledger (1949-1950) for Plastics for Industry, the Dalquist brothers' original company. It has handwritten entries and shows the company's simplified bookkeeping system. It also provides important financial data on the startup capital and the progress in the first year of business.
Reports created by the research firm Dunn and Bradstreet contain information submitted by the Dalquists to prove their credit worthiness to lenders. Several loan agreements document the company's practice of borrowing money on future earnings in order to meet operating expenses and finance innovation. Machinery owned by Nordic Ware is listed in several factory inventories. The firm also leased machinery instead of buying in order to save money. Inventory summaries (1950-1978) detail the numbers and value of the unsold product then on hand.
Though Nordic Ware stock was never traded publically, there was an employee shareholder plan that included profit sharing. Records in this subseries document the evolution and operation of the plan, including one employee's case for a public offering of the company stock. At some point Dave Dalquist did consider making the company public but decided to maintain private ownership. The emphasis on taking pride and ownership in the company was often repeated in memoranda that Dalquist wrote to employees about stock options. The records show that he was very conscious of morale and high standards of work within the company.
Series 6: Legal Records, 1962-1978
The bulk of these records deals with trademark issues, especially Nordic Ware's creation, licensing, and protection of the "Bundt" mark. Included are copies of correspondence with the law firms that handled applications to the Patent and Trademark Office and correspondence from that office. Correspondence and legal papers document licensing negotiations with Pillsbury and others. In several instances Nordic Ware took legal steps when the Bundt Pan trademark was being misused.
Series 7: Recipes and Cookbooks, 1966-2004, undated
This series is comprised of a large selection of cookbooks and recipe files maintained by Dotty Dalquist and reflect her active role in business activities. She did much of her cooking and experimenting in a test kitchen in her own home and was integral to the preparation of foods to be photographed in Nordic Ware products. These photographs demonstrated the use of the products and were included in the advertisements, catalogs, and product or recipe brochures.
Dotty Dalquist kept recipes, product booklets, notes, and other materials to aid in the development of her own recipes. She organized much of the material by food type, but she also had several files for specific Nordic Ware products. The Bundt Pan was a major product, and the files on it reflect that. As Nordic Ware sought new ways to promote the use of its products, Dalquist's development of new and inventive recipes was a major part of that effort.
Subseries 7.2: Bundt Pan Cookbooks, 1966-2004
Nordic Ware published several books by Dotty Dalquist to promote use of the Bundt Pan. Pillsbury and other firms also published their own books. Pillsbury incorporated its products into the recipes to promote the dual product relationship between the Bundt Pan and the Pillsbury brand of cake mixes. These books were sold in stores and added as premiums to go along with the purchase of the other products.
Subseries 7.3: Other Recipe and Public Relations Materials, 1970-1996, undated
Recipe contests and a cookbook were among the efforts to involve employees with the Nordic Ware products and to generate new recipes and ideas. These files include photographs and entries and correspondence about these employee activities.
A file of correspondence, mainly to and from Dotty Dalquist, concerns problems consumers encountered using specific recipes that she had published. Consumers also wrote about recipes they had tried on their own and could not get satisfactory results with a Nordic Ware product. Dalquist's problem-solving efforts were an example of the personal customer service in which Nordic Ware took pride.
Series 8: Non-Nordic Ware Reference Materials, 1940-2001, undated
The materials in this series were used by Nordic Ware as reference resources. They have been organized into subseries by type.
Dotty Dalquist collected cookbooks published by a wide range of manufacturers and trade organizations. The cookbooks are arranged in alphabetical order by the name of the sponsor. Many companies, such as Pillsbury and General Foods, put out these kinds of books to promote their own brands. This may have influenced Dalquist's creation of her own Bundt Pan cookbook.
Subseries 8.2: Product Guides (some with recipes), 1940-1992, undated
These product guides, for appliances and other items used in Dotty Dalquist's kitchen, include use instructions and, often, recipes. Nordic Ware often included recipes in the print materials packaged with its products and associated with its advertising.
Subseries 8.3: Home and Food Related Ephemera, 1950-1980, undated
These materials include booklets of general household hints, recipe cards published by various organizations, and information on food processes.
Subseries 8.4: Periodicals, 1967-2001
Several scrapbooks in this subseries contain clippings from various trade publications. Some focus on Nordic Ware and Northland Aluminum Products in articles or advertisements while others contain industry, including competitors', product advertisements. There are several issues of trade periodicals with Nordic Ware related stories. Trade press clippings also are found in Series 3, Marketing and Sales Records, 1948-2004, Subseries 3, Public Relations, 1948-1992.
Most of these newsletters were for reference use with Nordic Ware's microwave cookware projects. With its extensive line of these microwave products, there was an active effort to stay up to date with the field. The firm also tried to find different kinds of foods and recipes that could be prepared using a microwave oven.
Series 9: Photographs, 1940s-2006, undated
This series consists of a wide range of photographic prints re-housed in archival sleeves and assembled into a single binder. The photographs are arranged roughly by image content and document the Dalquist family and employees; factory and offices scenes, including a series of black and white images by Mel Jacobsen, a commercial photographer; and product displays at trade shows and other locations. The photographs also include a few images of Nordic Ware products and of baked foods and black and white images of plastic molds created by Plastics for Industry. Most of the photographs are undated and many are unidentified. There is a View Master viewer with one viewing card containing photographs assembled for Nordic Ware's sixtieth anniversary in 2006. Series 2, David Dalquist Files, includes five photographs of foods baked in Bundt Pans. Series 3, Marketing and Sales Records, Subseries 1, General and Department Records, 1967-1995, has photographs of a factory outlet store and product displays.
Arrangement:
The collection is divided into nine series.
Series 1: Historical and Background Materials, 1940s-2006
Series 2: David Dalquist Files, 1963-1993
Series 3: Marketing and Sales Records, 1948-2004
Subseries 1, General and Department Records, 1967-1995
Subseries 2, Promotional and Trade Sales Materials, 1958-2004
Subseries 3, Public Relations, 1948-1992
Series 4: Engineering Department Records, 1950-1994
In 1946, the year he returned from Navy service in the Pacific, H. David (Dave) Dalquist (1918-2005) joined his brother Mark to launch a new manufacturing firm, Plastics for Industry, in Minneapolis. The two University of Minnesota graduates soon were making foundry patterns and industrial plastic products for area businesses, as well as aluminum consumer cookware. Among their earliest products were ebelskiver pans, krumkake irons, and rosette irons, essential kitchen tools for the area's large Scandinavian population. Their first employee, Donald Nygren, remained as head designer for many decades.
In 1950, the brothers bought Northland Aluminum Products, a small firm with a line of "Nordic Ware" products including griddles and steak platters. The same year, Dave Dalquist created a cast aluminum, fluted cake pan at the request of two local women, members of the Hadassah organization. The women sought to replicate a heavy mold used in Europe. Northland Aluminum registered the trademark "Bundt" for the new product and began to sell it to local department stores. (The women sold manufacturing "seconds" as a fund raiser for their group.) Mark Dalquist created a firm, Maid of Scandinavia, to market products by mail. It separated from Northland Aluminum in 1963. Over the years, Northland Aluminum increasingly used "Nordic Ware" to identify itself for marketing and public relations purposes.
Northland Aluminum created a subsidiary finishing and coating firm, Northland Color Anodizing Company, in 1962. In 1964, Northland became one of the first to license the use of Teflon from its inventor, DuPont, and non-stick products became an important part of the company's line. Northland also did coating work for many industries including medical, computer, and commercial food processing. For many years Northland also had a division to produce heads for video recording machines. Product sales reached $1,000,000 in 1964.
During the 1960s, Nordic Ware grew slowly, gradually increasing its product line to include specialty baking and cookware items and stove-top cookware. The company also expanded its production capacity and built its sales and marketing capabilities, including a national network of sales representatives working on commission. Dorothy Dalquist, Dave's wife, played a vital role in the company's history. She joined him at crucial annual sales conventions to demonstrate products, tested new products, and developed recipes for them in her home kitchen. Additionally, she represented the firm in public relations activities.
Although the Bundt Pan was only one of many Nordic Ware products, it became a national celebrity in 1966 when a Texas woman used it for her prize-winning Tunnel of Fudge Cake in the immensely popular Pillsbury Bake-Off Contest. In 1970, Nordic Ware licensed the Bundt trademark to Pillsbury for use with a line of cake mixes. Customers received a cake pan at a small additional price with the purchase of the packaged mix. Although this pan was spun of light aluminum, not cast like the original models, the Pillsbury promotion was very successful. In addition to the classic Bundt design, the company began producing special designs, including a cathedral, a castle, a rose, a heart, and, in 2006, a stadium shaped pan. The Bundt Pan continues to be the most popular cake pan in America, and the company estimates it has sold sixty million pans over the past six decades.
Despite the steady popularity of the Bundt Pan, Dalquist and his firm knew that the spike in Bundt Pan sales resulting from the Pillsbury promotion was temporary, and they continued their strategy of seeking new products to buoy overall sales revenues. In 1978 Nordic Ware developed a "new thermoset plastic molding technology to create an extensive line of cookware designed to work in both conventional and microware ovens."
In these same years, as microwave oven use rapidly spread, Nordic Ware developed its second celebrity product. Designed by the company's own engineers, the Micro-Go-Round was promoted in print and television advertising and is still its most successful product. Since then, Nordic Ware has introduced a wide range of new products, some of them successful (for example, nonstick Barbecue Grill Cookware), others not (including a device to create convection currents in a baking oven and a bicentennial cake platter). Northland Aluminum holds at least twenty-five patents for its products.
Today David Dalquist (born 1949) -- son of founder "Dave Dalquist" and, like his father, an engineer -- heads Nordic Ware. He has been involved with the company for his entire working life with major executive responsibilities since the early 1980s. David Dalquist's mother, Dotty, is on the Board of Directors and serves as Corporate Secretary. David's three sisters—Corrine, Linda, and Susan—are also involved in the business. The firm employs between 200 and 400 people and continues, as a point of pride, to manufacture its products in the United States. The family has refused numerous buyout offers. Nordic Ware has managed to design and market products for the large, low price retailers, including Wal-Mart, and for the upscale, specialty gourmet market. Williams-Sonoma, a leader in the latter field, has exclusive sales for a small number of new Nordic Ware products each year.
For its sixtieth anniversary, Nordic Ware produced a company history, H. David Dalquist, The Nordic Ware Saga: An Entrepreneur's Legacy (Kirk House Publishers, Minneapolis, 2006). The volume provides edited recollections of "Dave," many family members, and other employees drawn from oral history interviews. This finding aid is based largely on that information, other historical sources within the collection, and visits to Nordic Ware offices by National Museum of American History staff members Paula Johnson and Nanci Edwards (June 2006) and Paula Johnson and John Fleckner (August 2006).
Related Materials:
The Division of Work and Industry holds thirty-six objects from Nordic Ware (Accession # 2007.0034), including Bundt Pans in a variety of shapes, foundry patterns and molds for Nordic Ware products, a wood panel display of products manufactured by Plastics for Industry, three versions of the Micro-Go-Round, and other kitchenware products.
Provenance:
This collection was donated by Dorothy M. Dalquist and H. David Dalquist in 2007.
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. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Collection documents the professional career and business interests of inventor Serge A. Scherbatskoy, who specialized in petroleum geophysics. Papers include laboratory notebooks, license agreements, correspondence, blue line prints, patent litigation files, newspaper clippings, reference files, patents, promotional literature, and audio-visual materials.
Scope and Contents:
The Scherbatskoy papers provide insight into the relationship between inventors and the United States oil industry between the 1930s and 1990s, the evolution of the history of applied geophysics, and the development of technological innovation in oil prospecting, specifically applied and geophysics. One of the strengths of the collection is the patents Scherbatskoy pursued, renewed, or impeded. As sole proprietor of his own company, Geophysical Measurements Corp., Scherbatskoy meticulously constructed an international patenting program which made him a successful player among the giants of the oil industry. Another highlight of the collection is Scherbatskoy's fifteen laboratory notebooks that include his well logging work notes and drawings. Legal files illustrating litigation over the infringement of Scherbatskoy's patents are also found in the collection. The papers demonstrate how the oil prospecting industry worked from scientific, commercial and legal perspectives. The bulk of the papers are arranged chronologically to reflect the timeline of Scherbatskoy's career. Due to the limited number of personal materials, Scherbatskoy's personal papers are placed at the end of the series list.
Series 1, World War II Work, 1935-2002, is divided into three subseries and includes information on Scherbatskoy's relationship with physicists Bruno Pontecorvo (1913-1993) and Jacob Neufeld (1906-2000). Neufeld and Scherbatskoy worked on the application of nuclear physics to geophysical prospecting. Neufeld would later join the staff of Oak Ridge National Laboratory. Materials include a file about Pontecorvo, Neufeld's laboratory notebook, and some correspondence between Neufeld and Scherbatskoy. This series also includes materials on Scherbatskoy's well logging projects during and after World War II.
Series 2, Invention Laboratory Journals and Drawings, 1958-1992, is further divided into two subseries and includes fifteen laboratory journals and a folder of drawings related to Scherbatskoy's well logging work. The journals are arranged numerically by journal number. In some instances, journal numbers repeat. Journals are paginated and include drawings, tipped-in graphs and charts, and notes relating to Scherbatskoy's well logging work. Some of the notebooks include pages signed by a witness, which Scherbatskoy could use as evidence to prove his ownership of a particular well logging invention idea.
Series 3, Radio Corporation of America (RCA), 1946, 1948, is comprised of one folder with a license agreement between Scherbatskoy and Radio Corporation of America for magnetic recording systems.
Series 4, Canadian Geophysical Measurements Corporation (GMC), 1957-2002, is divided into three subseries and provides information on Scherbatskoy's company Canadian Geophysical Measurements Corporation. Materials include license agreements, correspondence, and Canadian Geophysical Measurements vs. Computalog Gearhart, Ltd litigation files.
Series 5, ARPS Corporation (Jan J. Arps), 1960-1995, includes information on Arps Corporation, organized by Scherbatskoy, Jacob Neufeld, and Jan J. Arps in Dallas, TX to develop and practice measurement while drilling. The Arps Corporation materials are comprised of administrative and financial records, business correspondence, contracts of consultation, patents, license agreements, and Scherbatskoy's stock information.
Series 6, Gearhart-Owen Industries (GOI) (Gearhart Industries, Inc., (GII)), 1961-1996, is divided into seven subseries and consists of records generated during Scherbatskoy's measurement while drilling (MWD™) work with Gearhart-Owen Industries, Inc. One of the largest series in the collection, the Gearhart-Owen materials include license agreements, correspondence, litigation files, measurement while drilling reports and blue line prints of measurement while drilling equipment, signal extraction measurement while drilling study reports, reference materials, and United States, United Kingdom, and Canadian patent assignments between Scherbatskoy, Gearhart-Owen, and the Scherbatskoy Family Trust. Included in the litigation subseries is the Scherbatskoy Family Trust vs. Gearhart Industries, Inc., case. The Scherbatskoy Family Trust in 1975 sued for royalty payments due Scherbatskoy under the Scherbatskoy Gearhart-Owen Agreement on nuclear well logging technology and measurement while drilling. The case was settled in the late 1980s, and Gearhart Industries, Inc., paid royalties to the Scherbatskoy Family Trust. Gearhart materials are also present in Series 7, 8 and 9.
Series 7, Halliburton Company, 1978-1999, is divided into four subseries and includes license agreements, lawsuits and patent infringements, patents, and company acquisitions. This series documents Scherbatskoy's relationship with the Halliburton Company pre-and post-Halliburton's acquisition of Gearhart Industries in the 1980s. Halliburton materials are also in Series 8 and 10.
Series 8, Other Professional Work, 1964-1999, is divided into twelve subseries: McCullough Tool Company, Exploration Logging, Inc., Eastman Whipstock, Schlumberger, Ltd., Sperry-Sun Well Surveying Company, Christensen, Inc., Gunn and Kuffner (attorneys), NL Industries, Inc., Baker Oil Tools, Inc., AMF Scientific Drilling International, Inc., Geolink (UK) Ltd., Technolink (Cyprus), Ltd., and Computalog Gearhart, Ltd. In addition to providing information on oil prospecting companies that Scherbatskoy consulted with during his career, materials also include correspondence between Scherbatskoy and attorneys Gunn and Kuffner relating to Scherbatskoy's well logging patent rights.
Series 9, Well Logging Research Materials, 1937-2002, includes correspondence, papers, reports, promotional literature, and general research files relating to Scherbatskoy's well logging research.
Series 10, Licensing Agreements, 1961-1989, contains four folders documenting the nuclear well logging agreement between oil prospecting companies such as Gearhart Owen, Halliburton, Geophysical Measurements, Inc., and Welex Jet Services. Both Marvin Gearhart and Harold Owen of Gearhart-Owen had been employees of Welex before founding Gearhart-Owen Industries.
Series 11, Patents, 1937-1998, includes copies of patents issued to, among others, Scherbatskoy, Robert E. Fearon (inventor), James Upchurch (inventor), John Westlake (inventor), Mobil Oil Corp and Exxon. Materials also include patent applications, patent protests, patent annuities, and correspondence with the United States Patent Trademark Organization and the German Trademark Office.
Series 12, Personal Materials, 1925-1983, includes materials on Scherbatskoy's immigration to the United States, school diplomas, and memorial book. Visual materials include original photographs, and color copies of original photographs of Scherbatskoy as an adult, his family, and his inventions. Also included is a 1944 submarine training 16mm reel-to-reel film and an audio cassette tape of Scherbatskoy discussing his World War II work with his daughter Mary Scherbatskoy.
Arrangement:
Collection arranged into twelve series.
Series 1, World War II Work, 1935-2002
Subseries 1, Relationship with Bruno Pontecorvo, 1940-2002
Subseries 2, Relationship with Jacob Neufeld, 1935-1954
Subseries 3, Scherbatskoy Well Logging Project, 1940-1951
Series 2, Invention Journals and Drawings, 1958-1992
Subseries 2, John E. Westlake (Inventor) Patents, 1972-1996
Subseries 3, James M. Upchurch (Inventor) Patents, 1990-1998
Subseries 4, Other, 1943-1997
Series 12, Personal Materials, 1925-1983
Subseries 1, Personal Papers, 1925-1966
Subseries 2, Photographs, circa 1950s, undated
Subseries 3, Audio Visual Materials, 1944, 1983
Biographical / Historical:
Serge Alexander Scherbatskoy (1908-2002), a petroleum geophysical engineer, held more than 200 patents worldwide in petroleum exploration. Scherbatskoy was born July 18, 1908, in Buyuk Dere, Turkey, a suburb of Constantinople where his father, Alexander Ippolitovich Scherbatskoy, was Third Secretary to the Russian Embassy. After the Russian Revolution of 1917, Alexander Ippolitovich planned to accept a post in the Kerensky government. When that fell, he joined the League of Nations offices in Berlin. Later, he moved the family to Paris where he was employed by Yokohama Specie Bank. Young Serge completed his education at the Sorbonne, earning a degree in physics in 1926.
In 1929, only months before the stock market crash, Scherbatskoy immigrated to the United States. He worked for Bell Labs in New York City from 1929 to 1932. While there, Scherbatskoy worked on the Type C Carrier telephone system, assisted in the Reproduction of Music in Auditory Perspective (the first Hi Fi) and invented an automatic volume control using copper oxide semiconductors, for which the patent was denied. About this time, he met Mary Ellen Dunham; they married in 1938 and had four children: Mary, Serge, Timothy, and Jonathan.
After being laid off from Bell Labs in 1932, Scherbatskoy held a number of odd jobs. He organized the "Bureau of Radio Engineering" to repair radios house-to-house. In 1933, he went to the University of Pennsylvania under a grant from the Works Progress Administration (later Work Projects Administration; WPA) and assisted with developing a "sound prism" (i.e., spectrometer). He worked for PHILCO Radio and Television Corporation from 1933 to 1934 where he developed a "sweeping frequency" oscillator for testing radios. About 1936, Scherbatskoy headed west to Tulsa, Oklahoma, and joined Seismograph Services Corporation. While at Seismograph, he developed the "Expander" and the "Automatic Signal Control" for use in seismographic exploration.
Scherbatskoy left Seismograph Corp. and, with Bill Green and Jerry Westby, started Well Surveys Incorporated in 1937 to develop his idea of nuclear logging of cased wells. In nuclear logging, logs are obtained by using radiation sources in the logging tool. Well Surveys was one of the first American companies that applied nuclear physics to oil prospecting. Standard Oil of New York financed the project, but various parties could not agree and they dissolved the Well Surveys Incorporated.
According to an audiotaped interview conducted by Scherbatskoy's daughter Mary, during World War II Serge Scherbatskoy worked for the U.S. Navy as an independent prime contractor to develop the lethal probability integrator (aircraft gunner training simulator) and other projects. Scherbatskoy also was involved tangentially with the Manhattan Project. As part of the Project, Scherbatskoy was recruited by Gilbert LaBine (1890-1977), a Canadian prospector who discovered radium and uranium deposits at Port Radium, Northwest Territories in 1930. Known as the father of Canada's uranium industry, LaBine was president of Eldorado Mining and Refining Limited from its start in the late 1920s to 1947. Scherbatskoy developed a portable radiation detector and headed a team pioneering this form of uranium exploration near Great Bear Lake, Canada, during 1944, locating deposits used in atomic weapons production.
In 1948, Scherbatskoy formed Geophysical Measurements Corporation (GMC) in Tulsa, Oklahoma. During this time, Scherbatskoy worked on the development of well logging technology. "Well logging is the process of exploring systematically the entire length of a drill hole by means of an instrument capable of measuring physical factors associated with the rocks traversed and producing a graph."1 In December 1960, Scherbatskoy, Jan J. Arps (physicist), and Jacob Neufeld (physicist) joined together with Reinholdt & Gardner (a brokerage firm) to form a limited partnership named Arps Corp. to assign, sell and license patents. The purpose was to lease to the oil industry, equipment utilizing the patented Arps process for continuous telemetering to the earth's surface of measurements made at the bottom of a borehole while drilling.
In 1964, GMC conducted a stock swap with McCullough Tool which then went bankrupt in 1968. During the 1970s, Scherbatskoy's activities included consulting with Jacob Neufeld of Oak Ridge National Laboratories. In 1973 he began a relationship with Marvin Gearhart of Gearhart-Owen Industries of Dallas, Texas. Gearhart-Owen was an instrument and oil services firm originally founded by Marvin Gearhart and Harold Owen in 1955. In 1980, Marvin Gearhart changed the name from Gearhart -Owen to Gearhart Industries, Inc., "The GO Company." Scherbatskoy was named Director of Special Projects and continued his own patent program which developed "Measurement While Drilling" and directional drilling patents.
"Measurement While Drilling" (MWD) refers to measurements acquired down hole while drilling that specifically describe directional surveying and drilling-related measurements. "Logging While Drilling" (LWD) refers to petrophysical measurements, similar to open hole wireline logs, acquired while drilling. Wireline logs are a cabling technology used by operators of oil and gas wells to lower equipment into the well. Directional drilling is the science of drilling non-vertical wells. These systems—MWD and LWD—are based on mud telemetry which is the transmission of encoded data through a drilling rig's drilling mud system using rapid fluctuations in the pressure of a closed loop circulating system.
When Gearhart-Owen went bankrupt in 1986, it was acquired by Halliburton. Scherbatskoy worked at Gearhart-Owen until 1988, when he opened his own office in Fort Worth developing Measurement While Drilling patents. Scherbatskoy died on November 25, 2002 in Fort Worth, Texas.
Source
Oil and Gas Journal, February 22, 1940, p. 62.
Related Materials:
The Scherbatskoy Papers complement the Philip Bishop Collection documenting petroleum prospecting and extraction in the Museum's Modern Physics Collection and the American Petroleum Institute (API) Photograph and Film Collection (AC0711) in the Archives Center. The API Collection documents all aspects of the production of oil, including exploration, drilling, cracking, refineries, pipelines, tankers, storage tanks, service stations, and the numerous products other than gasoline produced by the petroleum industry.
The Division of Science, Medicine and Society (now Division of Medicine and Science) holds three prototypes related to this collection. See accession 2007.0212.
Provenance:
The collection was donated by Serge A. Scherbatskoy's daughter, Mary Scherbatskoy, and three sons, Serge Scherbatskoy, Jr., Timothy Scherbatskoy, and Jonathan Scherbatskoy, on 2007
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. Archives Center cost-recovery and use fees may apply when requesting reproductions.
The records of Wedge Innovations document the invention and development of a new hand tool, the SmartLevel, an electronic builder's level; also included are company management and policies.
Scope and Contents:
The SmartLevel story gives excellent insight into the life cycle of a small Silicon valley start-up in the 1980s. SmartLevel's creator, Wedge Innovations, established a market for a new product, achieved national distribution, off-shore manufacturing, and product licensing, before going out of business due to pressure from profit-hungry venture capitalists.
The records of Wedge Innovations is a "tool biography" that documents the invention and development of a new hand tool, the SmartLevel, an electronic builder's level first conceived in 1985 by Andrew Butler. The SmartLevel Collection is divided into seven series: Corporate Records, Engineering Records, Financial Records, Marketing Records, Operations Records, Product Development Records, and Corporate Culture, reflecting both the organizational structure of Wedge Innovations and the company's working environment.
Series 1, Corporate Records, 1985-1993, address the overall management of Wedge Innovations and document its policies, especially through the company's annual business plans, 1986-1992, and the monthly reports prepared for the Board of Directors' meetings, 1989-1992. This series also details the workings of each department through weekly departmental reports. The staff meetings files, July-November 1989, February 1990-November 1992, are particularly useful for understanding the day-to-day operation of the company.
Series 2, Engineering Records, 1985-1993, document the design and development of the SmartLevel from its conception in 1985 as the WedgeLevel, through its production as the SmartLevel in 1989, and through its refinement into the Pro SmartLevel and the Series 200 SmartLevel in 1991. The design process is particularly well documented through Andrew Butler's and Kevin Reeder's design notebooks and through the detailed technical drawings done by Butler, Reeder, and Ronald Wisnia. Also well documented are the efforts made to solve the many problems associated with the development and quality control of the electronic sensor module that was the heart of the SmartLevel.
Series 3, Financial Records, 1985-1992, include Wedge's summary financial statements from 1985 to 1992.
Series 4, Marketing Records, 1986-1992, document customer and dealer relations through marketing department correspondence, operational records, and advertising campaigns. This series is particularly rich in promotional material (1988-1992), such as advertisements, advertising copy, photographs, product promotion plans, and videotapes that demonstrate the varied features and uses of the products.
Series 5, Operations Records, 1990-1993, document the manufacturing process and the Company's offshore operations.
Series 6, Product Development Records, 1986-1993, document the company's intended development of an entire "Smart Tools" line.
Series 7, Corporate Culture, 1985-1996, contains employee photographs and oral history interviews with key Wedge personnel conducted in 1995 and 1996 by David Shayt, Division of Work and Industry, National Museum of American History. The interviews discuss the background of the participants, the company's origins and history, product development, the Silicon Valley context, and the efforts of Wedge Innovations successor firm, SmartTool Technologies.
Arrangement:
The collection organized into seven series.
Series 1, Corporate Records, 1985-1993
Series 2, Engineering Records, 1985-1993
Series 3, Financial Records, 1985-1992
Series 4, Marketing Records, 1986-1992
Series 5, Operations Records, 1990-1993
Series 6, Product Development Records, 1986-1993
Series 7, Corporate Culture, 1985-1996
Biographical / Historical:
Andrew G. Butler (b. 1955), the founder of Wedge Innovations exhibited an interest in building construction and an entrepreneurial spirit early in life. From age 12 to 17 he built a boat that he then sailed alone from California to Tahiti, where he spent several years as an independent carpenter and building contractor. After returning to the United States, he earned a B.S. degree in electromechanical engineering from Stanford University (1983) and became a software specialist for Bechtel Construction. In 1985, he conceived of an idea for an electronic carpenter's level that could read a range of angles. Butler formed Wedge Innovations in 1986. He worked in the basement of his home in order to develop and market this level, selling his boat to finance the venture. He hired Marilyn Crowell as his secretary and Robert Nagle and Dan Kellogg as engineers. This company developed the sensor technology and software necessary to build the company's first product, the WedgeLevel. The heart of this tool was an electronic sensor circuit connected to a microprocessor capable of measuring the tool's orientation. This sensor module fit into an ergonomically-designed teak rail with anodized aluminum edges jointly developed by Butler, engineering design consultant Kevin Reeder, and engineer Ronald Wisnia.
In 1987, Wedge moved to Santa Clara to begin manufacturing the WedgeLevel. The transition from a research and development concern to a manufacturing company proved difficult, due to manufacturing and financial difficulties. It was difficult to obtain a reliable yet inexpensive source of teak for the rails, designs for a plastic composite and aluminum rail were developed, while offshore manufacturing of the sensor components was established. Overarching all concerns was the persistent difficulty of obtaining sufficient investment capital. While managing his growing company, Butler also began planning for a line of hand tools that combined microelectronics and user-oriented, ergonomic design. In 1988, the company changed the name of its product to SmartLevel in order to emphasize the company's proposed line of Smart Tools. That same year, the company adopted a new corporate logo, a stylized W with a red wedge, signaling its growing maturity. Promotion of the product also began through demonstrations of the prototype done by consultant building contractor, Rick Feffer.
In January 1989, the SmartLevel prototype was launched at the National Association of Home Builders Show in Atlanta, Georgia. The favorable publicity generated by this launch and by the company's media campaign generated many orders. To supply these orders, Wedge moved to larger quarters in Sunnyvale on April 1, 1989. In June 1989, Wedge gained further publicity by donating several SmartLevels to a Habitat for Humanity project in Milwaukee, where former president Jimmy Carter used one. Although Wedge expected to ship the first SmartLevels in July 1989, there were considerable delays in manufacturing. In particular, there were stability and performance problems with the sensor, which engineer Ken Gunderson was brought in to remedy. The sensor module was re-engineered to be more rugged and the level was redesigned with a plastic composite and aluminum rail. The new level, known as the Pro SmartLevel, was intended for the professional construction market. The first SmartLevels were shipped on September 5, 1989.
In 1990, patents were granted to Andrew Butler, Donald G. Green, and Robert E. Nagle for an inclinometer sensor circuit and to Butler and Ronald Wisnia for a carpenter's level design. That same year, Brian Bayley joined Wedge as Vice-president for Engineering, and Edwin "Win" Seipp joined as Project Manager - DIY SmartLevel. Seipp's responsibility was to develop a low-cost, "do-it-yourself" version of the SmartLevel, which was eventually called the Series 200 SmartLevel. This level had an all-aluminum rail and a non-removable sensor.
In September 1990, the company moved to San Jose and by 1991 had over 60 employees. Although sales continued to grow and name recognition of the product was quite strong, Wedge had difficulty meeting the expectations of its investors. Butler entered into financial negotiations with the Macklanburg-Duncan Corporation, a large-scale manufacturer of hand tools, to seek investment in his company. These negotiations led in November 1992 to the acquisition of Wedge by Macklanburg-Duncan, which dissolved all but Wedge's engineering section. Macklanburg-Duncan today manufactures a "SmartTool" level, while Butler co-owns D2M (Design To Market), a company that develops new product ideas for the market.
SmartLevel Chronology
1992 -- Butler negotiates with Macklanburg-Duncan for a merger to save Wedge. In the midst of the negotiations, Butler is fired by his Board of Directors. Butler regains control of Wedge three months later, fires the replacement president, and sells Wedge outright to Macklanburg-Duncan, which dissolves all but the engineering functions of Wedge.
1991 -- Wedge sponsors a "New Product Development Conference," where numerous designs for new hand tools are worked on. SmartLevel sales and name recognition grows but not quickly enough to meet overhead expenses of new facility or investors' demands.
1990 -- Yet more redesign work, both in-house and with Kevin Reeder, who also develops idea for "SmartTube" carrying case (not built). Patents granted to Andy Butler et al. for inclinometer sensor circuit and carpenter's level design. Wedge hires Brian Bayley as vice-president for engineering to develop a low-cost model of the SmartLevel. The all-aluminum Series 200 SmartLevel is born. Wedge moves to larger facilities in San Jose.
1989 -- SmartLevel launched at National Association of Home Builders show in January. Good press coverage, but cannot meet orders. More publicity from Habitat for Humanity project when former President Jimmy Carter uses a SmartLevel. But stability and performance problems plague sensor. More redesign work results in more rugged Pro SmartLevel. The first SmartLevels shipped on September 5, 1989.
1987-1988 -- Wedge moves to Santa Clara; intends to begin manufacturing and todevelop an entire line of "Smart Tools" but encounters financial and engineering difficulties; Wedge consults with independent design engineer, Kevin Reeder, on level design. Intensive redesign effort develops the SmartLevel, made of plastic and aluminum rail.
1986 -- Wedge Innovations founded in the basement of Butler's house; basic sensor design worked out; teak & aluminum WedgeLevel developed.
1985 -- Idea for electronic carpenter's level formulated by Andy Butler.
Related Materials:
Materials at the National Museum of American History
The Division of Work and Industry, National Museum of American History contains artifacts related to the SmartLevel Collection. These include five SmartLevels (Accession #1991.0823; 1996.0284; 1996.0285; 1996.0288; and 1996.0289). They are an original teak WedgeLevel, a Pro SmartLevel, a Series 200 SmartLevel, a Bosch version of the SmartLevel, and a Macklanburg-Duncan SmartTool level. There are also four sensor modules (torpedo levels), two sensors, two carrying cases, one cap, one tee shirt, and one wooden puzzle with the inscription "The World Isn't Just Level and Plumb."
Provenance:
The collection was donated by Andrew Butler, SmartLevel inventor and company founder, Brian Bayley, Vice-President for engineering at Wedge Innovations from 1989-1992, and Kevin Reeder, an independent industrial designer, 1995-1997.
Restrictions:
The collection is open for research use.
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.
Po Chi Wo is a venture capitalist who was a partner in Advent International (Boston) in 1990 when Advent invested in Wedge Innovations. As a result of this investment, Wo had visiting rights to the monthly Wedge Board of Directors meetings. In this interview he discusses Advent's investment in Wedge. He begins on side one with his own educational background and upbringing, how he became a venture capitalist, his early investment efforts, and how he met Andy Butler in 1990.
Wo continues by discussing how Advent came to invest in Wedge, what was attractive and what was risky about the investment in the SmartLevel, how Advent tried to support Wedge's operations in Asia, and the significance of Wedge's Silicon Valley location. Wo also discusses the due diligence process, how venture capital works in general, the "shared risk strategy," how venture capital firms help start-up companies, and how return on investment is calculated by venture capital firms.
On side two, Wo discusses the expectations of investors in start-up companies, the relationship of the Board of Directors to Wedge and their lack of support for Wedge, the "failure" of Wedge, their lack of management experience, the sale of Wedge, and the possible buyers for Wedge.
He also discusses Andy Butler's creativity, Wedge's efforts to promote its growth, marketing and sales of the SmartLevel, appealing to "early adopters" of new technology versus a broad base of consumers, the "FUD factor" (Fear, Uncertainty, and Doubt) by consumers of new technologies, the lack of product stability of the SmartLevel, diversification of Wedge's product line, international marketing of the SmartLevel, and the future of smart tools. He ends by describing what it means to be an inventor and how the inventor's artistic drive pushes him or her to overcome his fear of failure.
Collection Restrictions:
The collection is open for research use.
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:
The Records of Wedge Innovations, 1985-1996, Archives Center, National Museum of American History, Smithsonian Institution.
855.63 Gigabytes (Interviews include .mp4, video/.mxf and .wav files. )
Type:
Collection descriptions
Archival materials
Gigabytes
Born digital
Oral history
Transcripts
Date:
2020-2021
Summary:
Born digital video oral history interviews and transcripts with inventors and others associated with the invention process. The interviews document a variety of subjects and disciplines.
Arrangement:
The collection is arranged into one series, alphabetical by last name of interviewee.
Interview with Remo Belli, jazz drummer who developed and marketed the first successful synthetic drumheads and founded the Remo company.
Interview with Arthur Ganson, inventor, kinetic sculptor and musician.
Audiovisual Records, 1995-2014 (SIA Acc. 16-092)
Interview with Gary Fisher, inventor of the modern mountain bike.
Lemelson Center, Program/Project Records, 2006-2015 (SIA Acc. 16-043)
Interview with Doreen Lorenzo, former president of Quirky.
Interview with Corinna E. Lathan, co-Founder of AnthroTronix, Inc., a biomedical research and development company with a focus on assistive technologies.
Restrictions:
Collection is open for research. Access and use of audiovisual materials available in the Archives Center reading room or by requesting copies of audiovisual materials at RightsReproductions@si.edu.
Rights:
Collection items available for reproduction, but the Archives Center makes no guarantees concerning copyright restrictions. Other intellectual property rights may apply. Archives Center cost-recovery and use fees may apply when requesting reproductions.
Inventors Oral History Collection, Archives Center, National Museum of American History
Sponsor:
Funding for the Marilyn Hamilton, Lisa Lindahl, Hinda Miller, Tahira N. Reid, and Polly Smith interviews was provided by a Smithsonian Institution Women's Committee grant.
The Bobcat Company Records document a post-war invention process and American manufacturing system through the case study of a dynamic machine, the Bobcat skid-steer loader. The records focus primarily on Bobcat's products, marketing, and advertising through product literature, photographs, advertisements, posters, newsletters, and audiovisual materials.
Scope and Contents:
The records are divided into ten series which document a post-war invention process and American manufacturing system, through the case study of a dynamic machine, the Bobcat skid-steer loader. The records focus primarily on Bobcat's products, marketing, and advertising through product literature, photographs, advertisements, posters, newsletters, and audiovisual materials.
Series 1, Historical Background, 1965-2007 and undated, is divided into nine subseries: Subseries 1, Company Histories, 1965-1996 and undated; Subseries 2, Organizational Materials, 1970s-2003 and undated; Subseries 3, Factories/Plants, 1965-1996; Subseries 4, Union Materials, 1971, 2005-2007; Subseries 5, Kaizen Materials, 2003-2004 and undated; Subseries 6, Company Christmas Cards, 1965-1974 and undated; Subseries 7, Company Picnics, 1966-1979; Subseries 8, Awards, 1969-1988; and Subseries 9, Subject Files, 1963-1985.
Subseries 1, Company Histories, 1965-1998 and undated, consists of published and unpublished accounts of the early history of Melroe Manufacturing and its corporate evolution. Of note is the undated A Modern Guide to North Dakota. This guidebook is intended for "foreign" visitors (anyone from Minneapolis, Chicago, New York, St. Louis, Los Angeles, Seattle, Canada, South America, Europe, Asia or outside the city limits of Gwinner, North Dakota) and provides historical background as well as information on the many diverse and interesting aspects of North Dakota.
Subseries 2, Organizational Materials, 1970s-2003 and undated, consists of mission statements, codes of conduct, a corporate directory, organizational charts, and letterhead. The organizational chart, while marketing and sales specific, does provide an overview of the company's administrative functions.
Subseries 3, Factories/Plants, 1965-1996, includes information about each plant.Factories represented include Belcourt, Bismarck, Cooperstown, and Gwinner, North Dakota; and Fort Benton, Montana. The materials document each plant and consist of a range of formats from articles and clippings to birthday cards, highway maps, fact sheets, field trip schedules, histories of the plant, service awards, product literature, guides, press releases, and employee information.
The Belcourt Plant was home to Melroe Manufacturing's welding division. Dedicated in 1975 at the Turtle Mountain Indian Reservation (Chippewa Tribe), this plant was established to relieve the Bismarck Plant of a heavy workload in welding requirements. The plant closed in the 1980s.
The Fort Benton Plant manufactured thirty-two different models of chisel plows under Clark Equipment Company's Melroe Division for Ag Products. The Fort Benton Plant closed in 1982.
The Bismarck Plant served as Melroe Manufacturing's headquarters for the three Ag Product Plants: Bismarck, Benton, and Cooperstown. Opened in 1973, the Bismarck Plant made grain drills, the windrow pick-up combine attachment, the automatic reset plow and plow packers, and crop sprayer (the Spra-Coupe). The Bismarck Plant closed in 2009.
The Cooperstown Plant also manufactured Ag products such as grain augers, swathers, field sprayers, machinery trailers, raw crop harvesters, grain drill packers, steel buildings, and aluminum grain boxes. The best known products produced at this plant were the steel teeth for making hay stacks and the automatic reset moldboard plow. The plant also fabricated parts and components for the Bobcat skid-steer loader. Of note in the Cooperstown Plant materials are a black-and-white advertisement and programmatic brochures for Clark Equipment Company's 1975 International Teenage Exchange Program. Five teenagers from "Clark North America" were selected to live with Clark families in Argentina, Belgium, Brazil, France, or Germany. The Cooperstown Plant closed in 1977.
The Gwinner Plant remains open today and is the main manufacturing facility for Bobcat of North America. The Gwinner folder contains a high school paper title "Melroe" by Craig Allen Knudson, undated, and remarks given at a Dealer Advisory Council Meeting by Jim Strande about the "B Series" from the Engineering Department.
Subseries 4, Union Materials, 1971, 2005-2007, includes information about the United Steel Workers Local 560, the union that is currently in place at the Bobcat Company. Employees formally voted to unionize on April 2, 1970, under the Allied Industrial Workers (A.I.W.). In the early 1990s, the A.I.W. was becoming too small and could no longer provide the best financial backing or representation to Melroe employees, and therefore the employees decided to merge with the United Paperworkers International Union (U.P.I.U.). In 2005, the U.P.I.U. decided to merge with the delegates of the United Steel Workers of America and form the United Steelworkers (U.S.W.). Today, the Bobcat Company is represented by the U.S.W. in District 11 which includes Iowa, Kansas, Minnesota, Missouri, Montana, Nebraska, North Dakota and South Dakota. The materials in this subseries consist of United Steel Workers Local 560 handbooks and agreements as well as authorized announcements from the local union members and Bobcat management that were posted for employees to read. These announcements/fliers were placed in authorized areas at the factory in Gwinner. There is one grievance record from 1971 detailing the request that certain jobs be posted so personnel can bid for the position.
Subseries 5, Kaizen Materials, 2003-2004 and undated, contains materials related to the Kaizen process, which is a Japanese philosophy that focuses on continuous improvement throughout all aspects of life. When applied to the workplace, Kaizen activities continually improve all functions of a business, from manufacturing to management and from the chief operating officer to the assembly line workers. These materials include An Introduction to the Bobcat Production System ( BPS), undated, and a booklet that provides a road map to all Bobcat employees in utilizing "lean" concepts versus traditional mass production manufacturing. The BPS is intended to redesign production systems, machinery and labor to be as efficient as possible. Other documents include copies of power point slides and materials from a Kaizen workshop.
Subseries 6, Company Christmas Cards, 1965-1974 and undated, includes Christmas cards sent by the Bobcat Company as well as "mock-ups" of cards created by Flint Communications. The Bobcat Company purchased merchandise from companies that specialized in promotional and specialty gifts. Additonal information from those companies is included in this subseries.
Subseries 7, Company Picnics, 1966-1979, contains information about the company's annual family picnic or "family feast" at Lisbon Park in Lisbon, North Dakota. The picnics typically included a program (musical entertainment), games for children, prizes, and a softball game. The documentation includes fliers announcing the picnic, tickets, and receipts and memos detailing the prizes available and the associated costs. Prizes included, but were not limited to, portable televisions, drills, binoculars, cookware, cameras, bicycles, camping equipment, vacuums, and clocks.
Subseries 8, Awards, 1969-1988, contains information about awards given to the Bobcat Company from external organizations as well as individual awards given by the company to its employees. The Export "E" Award is bestowed by the United States Department of Commerce. Awarded for success in boosting sales of American products abroad, Melroe Manufacturing won this honor in 1969 for its increased sales of farm implements and industrial equipment to Canadian and European markets. Material about the 'E" Award includes newspaper clippings and articles, presentation remarks, and photographs. The United States Senate Productivity Award is administered through the United States Senate Commerce Committee. Each United States senator is allowed to select one winner every year. The program was established to encourage competiveness in American industry and ensure its survival in the international marketplace through increased productivity. In 1984, Senator Mark Andrews (R) announced that the Melroe Division of Clark Equipment Company was a recipient of the Productivity Award. The file contains correspondence, newspaper clippings, black-and-white photographs of the presentation, a tour of the factory in Gwinner, North Dakota, and the medal itself. There are other files about awards that recognize employees: Employee Recognition Service Awards, Patents Awards Recognition Dinner, and the 1000 Club. These materials contain lists of awardees, award programs, invitations, and napkins.
Subseries 9, Subject Files, 1963-1985, captures a varity of documentation associated with the company's corporate structure such as testimonials from owners and users of Bobcat skid-steer loaders, the first invoice for the Bobcat skid-steer loader (1963), the celebration of the 100,000th Bobcat skid-steer loader being produced and the "Melroe Mission to Japan." In 1985, a cross-sectional group of Melroe employees were selected to tour Japanese manufacturing plants and examine new concepts in both manufacturing and engineering. The lessons learned from this valuable trip were implemented at Bobcat and ultimately manifested themselves in the Kaizen materials. See Series 1, Subseries 4. The report, Bobcat Reports: The Melroe Mission to Japan contains employee observations about the trip, insights into similarities and difference between Japanese plants and Melroe plants; life style differences; and what it meant individually to the employee.
Series 2, Clark Equipment Company, 1965-1994, contains documentation about the Clark Equipment Company, one of the largest producers of material handling equipment. There are three subseries: Subseries 1, Company Histories, 1965-1978, (not inclusive); Subseries 2, Annual Reports, 1974-1994 (not inclusive); and Subseries 3, Employee Information, undated. The histories consist of typescript documents that were used for various presentations as well as a printed history, "Growing Up with Clark," Clark Magazine, spring 1978, by Steve Lokker. The employee information contains an employee handbook titled "Your Circle of Security" detailing total compensation of pay, benefits, and career opportunities at Clark, and a Guide to Maintaining Non-Union Status and Combating Union Organizational Attempts, undated. The annual reports, 1974-1994, also include information about quarterly report and annual meeting summaries.
Series 3, Newsletters, 1965-2009, consists of published newsletters for both internal and external distribution. Arranged alphabetically by title, the newsletters represent a variety of Bobcat Company news items aimed at specific audiences such as current employees, former employees (alumni), dealers, prospective customers, and the industry. For example, Bobcat Briefs, a monthly publication, contains information for and about Melroe Manufacturing Company employees. The Summit (Bobcat Sales Masters) a monthly newsletter designed for salesmen at varying levels, allowed them to stay up-to-date on their progress in the Sales Masters Program. It was created to recognize the achievements of retail salesmen. Additional newsletters targeted at salesmen/dealers include the Bobcat's Pajamas, Feller Buncher Toppers, Melroe Scoop, Winners Circle, Territory Tales and Worksaver. Worksaver is published four times a year and sent directly to a dealer's mailing list of customers and prospects. Worksaver is part of the Bobcat Company's co-op advertising program, with the single most important feature being the ability to target the Bobcat sales message. Newsletters aimed at employees include Bobcat Briefs, Bobcat Messages, Melroe Pick-up, Clark Pick-up, Melroe and Messages. The only newsletter not represented in this series is the Spra-Coupe Reporter. See series 8 for this newsletter.
Series 4, Photographs, Negatives, Slides and Transparencies, 1960-2003 and undated, contains photographs, negatives, slides, and transparencies. The materials are arranged in alphabetical order following the original filing scheme created by the Bobcat Company. The only exception to this order is "Products" which are filed numerically by model number. For example, the B300 (Loader Backhoe), 2005, is filed before the 310 (Skid Steer Loader), 1977. Each model is identified parenthetically. The bulk of the materials consists of photographs, both black-and-white and color prints documenting the company's activities. They were created and assembled by Ernie Feland, the company's photographer for 37 years.
The images document almost every aspect of the company and its culture. Included are: products, employees, company picnics and outings, factory activities, trade shows, and dealerships. Well documented are the various company outings and activities that involved dealers and vendors. Elaborate theme-based activities were created for the dealers/vendors which were the highlight of the year. The company fostered a "family friendly" atmosphere and this is evident in the images. Many of the photographs documenting company products show the product in use in various industries and with various attachments. For example, there are photographs of skid-steer loaders removing snow, moving fertilizer, drilling holes, and hauling dirt.
Series 5, Dealer Materials, 1964-2003, documents the valuable connection between the customer, dealer, and the company. Dealers are an important part of the Bobcat success story. This series is further divided into eight subseries: Subseries 1, Dealer Advisory Council Meetings, 1967-1996; Subseries 2, Sales Meetings, 1964-1999; Subseries 3, District Manager Meetings, 1971-1990; Subseries 4, Conferences, 1973, 1974,1993; and Subseries 5, Specific Dealers, 1978, 1979, 2003; Subseries 6, Dealer Advertising and Sales Promotion Kits, 1967-1996; Subseries 7, Co-op Advertising Materials for Dealers, 1979-1982; and Subseries 8, Subject Files, 1965-2003.
Subseries 1, Dealer Advisory Council Meetings, 1967-1996, documents Dealer Advisory Council (DAC) activities and meetings. The first DAC was held in 1965 at the Ash Forks Camp on Lake of the Woods, Canada. Dealers competed in a sales contest prior to the meeting to determine which twelve of them would attend. Over the years the roster of dealers attending grew, and those chosen to serve on the council had an outstanding sales record. The company sought these dealers' advice on all aspects of Bobcat marketing, engineering and manufacturing, and both dealers and company management were encouraged to share their ideas and experiences. It is through a strong dealership system that the company sells its products and many times, it was a solid demonstration that sold the product. Dealers frequently were invited to the Bobcat Boot Camp in Lisbon, North Dakota, where they spent one week training on various Bobcat Company products as well as competitors' products.
To this day, dealers meet annually in different locations throughout the United States with particular emphasis on North Dakota, Minnesota, Idaho, Wisconsin, and parts of Canada. The meetings were well planned and followed a structure with receptions, orientations, dinners, plant tours, presentations, group discussions, and award presentations.
These records provide insight into the relationship between the company and its dealers with dealer distributor materials such as the dealer kits. The photographs in Series 4 document this aspect of the company well. Among one of the boot camp's first trainers was none other than inventor Cyril Keller.
The materials are arranged chronologically by meeting date and contain correspondence, agendas, memos, lists of dealers (in some instances with profiles), certificates (recognizing outstanding sales achievement), invitations, licenses for fishing, invoices for airline tickets, presentation scripts, photographs (the majority document fishing and hunting trips), and brochures. Many of the meetings also had programs for "ladies" since many of the dealer's wives accompanied them.
Subseries 2, Sales Meetings, 1964-1999, documents the annual gathering of all Bobcat dealers. Unlike the DAC Meetings, the annual sales meetings were larger in scale and had more programmatic functions. Meetings were held in a variety of locations throughout the United States, and almost all of the meetings were held either in January or February. The meetings are arranged chronologically and contain the location of the meeting if known. There is unevenness to the type and amount of documentation for each meeting. Many files include agendas, memos, correspondence, name tags, meeting programs, banquet programs, and presentation remarks. Some meetings contained more unusual materials. The 1974 Kona, Hawaii Meeting had a "Clark Money Tree Mid-Term Quiz" designed for dealers and dealer salesmen as a means of testing their knowledge of the Clark Retail Finance programs. The quiz was graded, and if the individual passed, a doctor of finance was issued along with a cash prize. Additionally, an audio disc from the 1974 Kona, Hawaii Meeting, Swing and Sway The Bobcat Way with Bobcat- The One and Only and Cattin Around was intended for use by dealers for a wide variety of promotional and selling situations: background music for radio and TV commercials, local fairs, exhibits, and conventions.
Subseries 3, District Manager Meetings, 1971-1990, consists of documentation for district managers' meetings which dealt with the "how" of demonstrating, advertising, financing, and servicing and the "why" of compact size, maneuverability, all-wheel drive, visibility, time, and labor for Bobcat products. These meetings appear to have been held in conjunction with the annual sales meeting.
Subseries 4, Conferences, 1973, 1974, 1993, includes speeches, photographs, agendas, invoices, memos, programs, and notes. The bulk of the materials consists of Clark Executive Conference materials from 1973.
Subseries 5, Specific Dealers, 1978, 1979, 2003, contains files for specific Bobcat dealers in the United States. The files are arranged alphabetically by dealership name and include advertisements, announcements, correspondence, and other branded materials with the Bobcat logo.
Subseries 6, Dealer Advertising and Sales Promotion Kits, 1967-1996, consists of folders filled with a memo or letter to the dealer, dealer lists, newsletters, logo types, line drawings, price lists, brochures, product information sheets, specifications, and posters designed to assist dealers in promoting a certain product, campaign, or sale. Reg Stansfield served as the dealer development manager (regional, European and worldwide) from 1978 to 1988. It's clear that the company was interested in measuring performance, seeking room for improvement, and knowing about problems. Stansfield had a great interest in training and in helping salesmen avoid making unnecessary mistakes. He created "Sales Success Strategy" cards with sales tips which were included in the dealer promotion kits. These tips were part of the "Melroe Success Formula," which was to promote, demonstrate, sell, and support. Arranged chronologically, these kits provide valuable information on what the company was sending its dealers and the accompanying instructions. The kits also provide a comprehensive overview of the types of industries using Bobcat products, such as colleges, cemeteries, landscapers, stockyards, rendering, and the poultry industry.
Subseries 7, Co-op Advertising Materials for Dealers, 1979-1982, includes materials that were assembled into binders and were distributed to dealers as a way to assist them in promoting and advertising Bobcat products. The binders were organized into categories: direct mail, newspaper, radio, television, Yellow Pages, specialties, signs and displays, and fairs and shows.
Subseries 8, Subject Files, 1965-2003, are arranged alphabetically by topic. These files include topics such as dealer financial profiles, golf tournaments, review guidelines, motivational concepts, sales specialist's guides, website programs, and Y2K compliancy. The dealer-initiated materials include examples of specific materials developed by dealers for promoting Bobcat products and sales. For example, the J.S. Equipment Company of Sacramento, California, developed a Bobcat Bulletin and the K.C. Bobcat of Kansas City, Missouri, developed a mailer card touting their Bobcat Center with equipment and accessories. Proper use of the Bobcat brand name adds value, helps develop customer loyalty and presents a consistent identity. Spelled out in a brochure of Brand Identity and Standards for Bobcat Dealers are the four trade name categories used by dealers: "Bobcat of (location);" "Bobcat (Name);" "(Name) Bobcat;" and "An Independent Trade Name." Additionally, it details unacceptable uses of the Bobcat trademark logo and the associated color standards.
The Melroe Annual Sands Hill One Invitational Engolfment (MASHIE) files chronicle the establishment of an annual golf tournament designed for the company (Melroe) and its dealers to get to know each other better and have fun while doing it. The golf tournament included visits to the factory and offices as well as an awards dinner.
The motivational concepts file contains a variety of notes and lists detailing motivational concepts for dealers. There is an untitled poem about Christmas, Santa, and a Bobcat as well as a 1977 planning session document from Flint Advertising. The Y2K compliancy materials consist of memos, correspondence, spreadsheets, and questionnaires for dealers about their computer compliancy for the year 2000.
Series 6, Marketing and Promotional Materials, 1954-2007, are divided into ten subseries: Subseries 1, Correspondence of Ferd Froeschle, 1974-1976, 1990; Subseries 2, Budget/Finances, 1961-2000 (not inclusive); Subseries 3, Advertisements, 1964-2001; Subseries 4, Artwork/Storyboards, undated; Subseries 5, Advertising Proof Books, 1954-1993; Subseries 6, Surveys/Profiles, 1977, 1979, 1990-1991; Subseries 7, Promotional Ideas/Retail Sales, 1970s-2007; Subseries 8, Sales Campaigns and Programs, 1972-2001; Subseries 9, Contests, 1965-1999, undated; and Subseries 10, Posters, 1977-2005, undated.
Almost all of the promotional pieces were created by Flint Communications of Fargo, North Dakota, under the direction of the Bobcat Advertising/Marketing Department. Flint was established in 1946, by Harold Flint. Today, Flint consists of a network of six companies, known as the Flint Group, serving a diverse list of businesses, industries, government entities, and not-for-profit clients. The Flint Group includes Flint Communications, Fargo, North Dakota; HatlingFlint, St. Cloud, Minnesota; SimmonsFlint, Grand Forks, North Dakota; WestmorelandFlint, Duluth, Minnesota; AadlandFlint, Anchorage, Alaska; and Flint Interactive, an online services firm with staff in multiple locations. In some instances the marketing and promotional pieces have a Knight Printing Company tag affixed to them. This tag provided critical information to both Flint and the Bobcat Company for reordering purposes and dating. For example KN-500-397-#650152-F translated means Knight Printing Company-quantity 500-March 1997-Bobcat Company job number, and the F equals Flint.
The marketing and promotional materials were intended for dealers in the Bobcat dealership network. Many of these pieces were distributed through targeted promotional programs which were designed to maintain regular contact with all existing users, to foster rental customers, and generate new inquiries. The promotional pieces consisted of giveaways, sponsorships, machine displays on dealership frontage, special displays at shopping centers, casual machine displays at stockyards and auctions, presentations and lectures to associations and colleges, group demonstrations, and highway billboards. The promotional methods included permanent advertisements, building and truck designs, ads in newspapers, local television and radio spots, envelope stuffers and stickers for correspondence, fairs, shows, and customer service schools, open houses at dealerships, handouts for salesmen and mechanics, and special telephone canvassing campaigns. These methods maximized the "Worksaver" Program.
Basic markets for the Bobcat include agriculture, agri-business (feed, fertilizer, grain elevators, meat packing), construction (excavating, landscaping, paving, utility, sewer, roofing, concrete, sand and gravel, snow removal, asphalt, and brick), industry (foundries, glass, steel mills, chemicals, coal and coke, lumber, papers, smelters and refiners, castings), forestry, rental yards, and miscellaneous (garbage, rubbish removal, waste paper, nurseries).
Subseries 1, Correspondence of Ferd Froeschle, 1974-1976, 1990, contains correspondence of Ferd Froeschle, the advertising manager and public relations director at Melroe Manufacturing from 1964 to 1981.
Subseries 2, Budget/Finances, 1961-2000 (not inclusive), includes budgets, price lists, advertising schedules (with proposed ad expenditures). There are monthly budget spreadsheets with actuals, budget, and variation for media, production, printing, film and photo, travel, conventions, co-op advertising, sales aids, and miscellaneous.
Subseries 3, Advertisements, 1964-2001, documents advertisements (both color and black and white), color proofs (used to evaluate the ads' final appearance), some examples of the four-color process-a printing process that combines different amounts of the four colors red, yellow, blue and black, copies and/or originals torn from trade and industry magazines. The advertisements are arranged chronologically and then alphabetically by language. There is some clip art with Bobcat Company logos and an advertising manual for the international market. The manual was intended to help dealers prepare their own advertising.
Subseries 4, Artwork/Storyboards, undated, include artwork-the visual components of many advertisements-with and without typeset text for a variety of Bobcat Company products. Many are black and color ink on tracing paper or a transparency such as a photographic image on clear plastic. Also included is documentation on the development of the Bobcat Company logo and storyboards for the Bobcat of Futureville with plans on how to set-up/lay out a Bobcat dealership.
Subseries 5, Advertising Proof Books, 1954-1993, consists of advertisements that were placed in newspapers or various industrial, construction, and farming publications. The proofs are arranged chronologically and then alphabetically by product or the industry in which the product was used; for example, agriculture, contruction, forestry, industry, and rental. In some instances, the alphabetical heading is further refined such as construction (regional) versus construction (national). This distinction was drawn to distinguish the type of advertisement and where it would appear. Advertisements appeared in publications such as The Dakota Farmer, Montana Farmer- Stockman, The Farmer, Canadian Machinery and Metalworking, and Heavy Construction News.
Subseries 6, Surveys/Profiles for Skid-Steer Loaders, 1977, 1979, 1990-1991, contains survey and summaries from research services that conducted interviews and analysis for the company on the use of skid-steer loaders. The testimonials contained within this section are from employees at Central Bi-Products, (a meat processing facility) in Long Prairie, Minnesota.
Subseries 7, Promotional Ideas/Retail Sales, 1972-2001, include pamphlets, brochures, point-of-purchase ads, stickers, calendars, and greeting cards (Christmas, birthday, and Thanksgiving).
Subseries 9, Contests, 1965-1999 and undated, contains documentation illuminating the company's many and varied contests. Held company-wide and worldwide, the contests were intended for dealers to promote the sale of new products. Incentives included cash, prizes, or attachments for various Bobcat skid-steer loaders. The Let's Do It! contest and campaign of 1972-1973, was a competiton for all employees to think more about their productivity efforts. Employees competed quarterly for corporate awards which were given to divisons and plants with the best nine month performance. Employees were judged on return on investment, inventory control, sales volume, and forecasting while the plants were judged on productivity improvement and inventory control.
Subseries 10, Posters, 1977-2005 and undated, consists of posters created by the company for dealers to use in conjunction with various campaigns, programs, and contests.
Series 7, Product Information, 1967-2008, contains brochures, specification sheets, and catalogs detailing the various products offered for sale by the Bobcat Company. Melroe product history file consists of histories of Melroe Ag products, memorable dates in the Melroe company history and speeches about Melroe Manufacturing.
Series 8, Melroe Ag Products/Spra-Coupe Materials, 1972-1998, is divided into two subseries: Subseries 1, Melroe Ag Products Division, 1973-1983 and Subseries 2, Spra-Coupe, 1972-1998, undated. Melroe Ag Products was a division of Melroe Manufacturing which specialized in farm equipment. The products included reset plows, multi-weeders, rock pickers, chisel plows, grain drills, harroweeders, windrow pick-ups and the Spra-Coupe. The Spra-Coupe materials consist primarily of advertisements, product information, and promotional materials. The Spra-Coupe was first built in 1963 by John D. Kirschmann and brought to market in 1965. In the spring of 1972, Melroe Manufacturing acquired the Spra-Coupe, which was designed to apply chemicals using a self-propelled sprayer. The Spra-Coupe was sold primarily to custom operators and was used to replace the airplane as a means of applying liquid spray.
Series 9, Press Related Materials, 1969-2005, is arranged chronologically and divided into four subseries: Subseries 1, Press Clippings, 1969-2005; Subseries 2, Scrapbook of clippings, 1977-1978; Subseries 3, Press Releases, 1972-1999, undated; Subseries 4, Press Conferences, 1978, 1989, 1994; and Subseries 4, Articles, 1967, 1979, 1993. The press releases were used by the company as "organizational announcements" and were released internally to announce promotions, new positions, scholarship recipients, and service awards. In some instances there are black-and-white photographs found in this series as well as "special" releases from 1972-1974 containing correspondence with television stations and industry specific publications such as the Montana Farmer- Stockman and Fertilizer Solutions.
Series 10, Audiovisual Materials, 1963-2007, is divided into seven subseries: Subseries 1, Corporate documentation, circa 1960s-2007, undated; Subseries 2, Promotional, 1967-2007, undated; Subseries 3, Sales, 1963-2003, undated; Subseries 4, Safety/training, circa 1970s-1983, undated; Subseries 5, Commercials, 2004, undated; Subseries 6, Spra-Coupe, 1988-1993, undated; and Subseries 7, Supplemental documentation, 1974-1975, 1983, undated.
Of note are the commercial films made by William Snyder. Snyder was born and raised in North Dakota, and after working in Hollywood, California, for Technicolor he returned to Fargo to form Bill Snyder Films, Inc. Most of Snyder's output was 16 mm film format in color and black-and-white for industrial programs produced by corporate entities and non-profit groups. Snyder supplemented this work by producing television commercials and commercial movies for industry, including Melroe Manufacturing. Melroe hired Snyder in the early 1960s to make a "short" demonstrating the company's skid-steer loader. Eventually more movies were made: The Story of the Bobcat Kid, Bobcat a Go- Go, and Farm Boy at Heart. The movies provide an insight into the marketing strategy of a small company looking for a new and creative marketing effort called the "info-mercial." Aired on local television in the five-state area (Minnesota, South Dakota, Montana, and Wyoming) and using Melroe employees, these movies boosted sales for the company.
Subseries 1, Corporate documentation, circa 1960s-2007 and undated, contains footage of corporate events (primarily National Dealer Meetings), the manufacturing process in the two North Dakota factories, employees at work, and other company-related moving images.
Subseries 2, Promotional, 1967-2007 and undated, consists of films that promote various models of Bobcats and attachments to consumers and dealers. Many films highlight the features, capabilities, and different uses of specific models and associated attachments. CD-ROMs were probably given to potential customers based on their interest in Bobcat products or could have been used in dealerships for customers to access the same information.
Subseries 3, Sales, 1963-2003 and undated, documents the material shown to salesmen and dealers of Bobcats for sales purposes. Methods for improving sales, techniques for selling against competitors' machines, and detailed information about Bobcats' capabilities and features are highlighted to educate salesmen on the products. Numerous motivational and instructional videos were made with Reg Stansfield, Regional Sales Manager, offering strategies to improve sales and increase productivity. Some films in this subseries may have been shown to customers.
Subseries 4, Safety/training, circa 1970s-1983 and undated, documents education of the safe operation of Bobcat machines.
Subseries 5, Commercials, 2004 and undated, contains tapes of thirty second television commercials promoting Bobcat skid-steer loaders.
Subseries 6, Spra-Coupe, 1988-1993 and undated, consists of material relating to the Melroe Spra-Coupe and its electrostatic spraying process. Customer testimonials, descriptions of the use of the machine, and the features and capabilities of the Spra-Coupe are included.
Subseries 7, Supplemental documentation, 1974-1975, 1983, and undated, consists of brochures, scripts, and descriptions for some of the audio visual materials.
Arrangement:
Collection is arranged into ten series.
Series 1, Historical Background, 1965-2007
Subseries 1.1, Company Histories, 1965-1998 and undated
Subseries 1.2, Organizational Materials, 1970s-2007 and undated
Subseries 1.3, Factories/Plants, 1965-1996; 2007
Subseries 1.4, Union Materials, 1971, 2005-2007
Subseries 1.5, Kaizen Materials, 2003-2004 and undated
Subseries 1.6, Company Christmas Cards, 1965-1974 and undated
Subseries 1.7, Company Picnics, 1966-1979
Subseries 1.8, Awards, 1969-1988
Subseries 1.9, Subject Files, 1963-1985
Series 2, Clark Equipment Company, 1965-1994 and undated
Subseries 2.1, Company Histories, 1965-1978
Subseries 2.2, Annual Reports, 1974-1994
Subseries 2.3, Employee Information and undated
Series 3, Newsletters, 1965-2009 and undated
Subseries 3.1, Bobcat Alumni Newsletter, 1984 fall; 1987 spring
Subseries 3.2, Bobcat Brief, 1985-1993
Subseries 3.3, Bob Cat's Pajamas, 1965-2008
Subseries 3.4, Bobcat Messages, 2000
Subseries 3.5, Bobcat System, 1993
Subseries 3.6, Clark Pickup, 1975-1976
Subseries 3.7, Feller Buncher Toppers, 1984-1985
Subseries 3.8, Melroe Farm Reporter, 1973-1977
Subseries 3.9, Melroe Messages, 1987-1996, 1999
Subseries 3.10, Melroe Pickup, 1969-1975
Subseries 3.11, Melroe Scoop, 1970
Subseries 3.12, Newsloader, 1979-1982 and undated
Subseries 3.13, Scoop, 1991
Subseries 3.14, The Summit, 1990-1992
Subseries 3.15, Territory Tales, 1974-2002
Subseries 3.16, The Winner's Circle, 1983-1989
Subseries 3.17, Worksaver, 1977-2008
Series 4, Photographs, Negatives, Slides, and Transparencies, 1960-2003 and undated
Subseries 4.1, Alphabetical, 1960-2003 and undated
Subseries 4.2, Miscellaneous, 1963-1986 and undated
Series 5, Dealer Materials, 1964-2003
Subseries 5.1, Dealer Advisory Council Meetings, 1967-1996
Subseries 5.2, Sales Meetings, 1964-1999
Subseries 5.3, District Managers Meetings, 1971-1990
Subseries 5.4, Conferences, 1973, 1974, 1993
Subseries 5.5, Specific Dealers, 1978, 1979, 2003
Subseries 5.6, Dealer Advertising and Sales Promotion Kits, 1967-1996
Subseries 5.7, Co-op Advertising Materials for Dealers, 1979-1982
Subseries 5.8, Subject Files, 1965-2003
Series 6, Marketing and Advertising Materials, 1954-2007
Subseries 6.1, Correspondence of Ferd Froeschle, 1974-1976, 1990
Series 10, Audiovisual Materials, circa 1960s-2007, undated
Subseries 10.1, Corporate documentation, circa 1960s-2007 and undated
Subseries 10.2, Promotional, 1967-2007 and undated
Subseries 10.3, Sales, 1963-2003 and undated
Subseries 10.4, Safety/Training, circa 1970s-1983 and undated
Subseries 10.5, Commercials, 2004 and undated
Subseries 10.6, Spra-Coupe, 1988-1993 and undated
Subseries 10.7, Supplemental documentation, 1974-1975 and undated
Biographical / Historical:
The Bobcat Company Records document the evolution of the Bobcat skid-steer loader from a simple agricultural machine into a versatile and widely recognized tool. The Company's loaders, mini track loaders, and product attachments improved productivity in many industries such as shipping, landscaping, and construction. In 1958, approximately 20 loaders were built, and by the 1960s, the total number of units was in the few thousands. In the 1970s, 10,000 loaders were being manufactured a year. Today, Bobcat produces approximately 40,000 loaders a year and celebrated its 750,000th loader in 2008. Other companies, such as Caterpillar, Case, John Deere and New Holland all make loaders, but Bobcat dominates the market and its name is synonymous with the compact construction equipment industry. The records focus primarily on Bobcat's products, marketing, and advertising through product literature, photographs, advertisements, posters, newsletters, and audiovisual materials.
The Bobcat Company is a story of individuals, simple ingenuity, independence, and innovation and improvement. The Kellers' problem of removing turkey manure from a barn was solved with a can-do, make-do ethos of the farm which spawned a global industry. The early roots of the Bobcat machine lie in the farming heritage of central Minnesota and the North Dakota plains with two blacksmith brothers, Louis (b. 1923-) and Cyril (b. 1922-) Keller. Out of farming necessity to make manual labor easier, a story of technology grew into a world-wide industry that would become known as the compact equipment industry and would be identified with the name Bobcat.
In the fall of 1947, Louis Keller formed Keller Manufacturing (sometimes known as Keller Welding) in Rothsay, Minnesota, which provided a wide range of general repair services to customers, especially blacksmithing and welding services. In 1953, Cyril Keller joined his brother Louis as an equal partner in the business. The small family business noted that they "weld anything except a broken heart." In the summer of 1956, Eddie Velo, a local turkey farmer, approached the Kellers with the problem of cleaning manure out of his turkey barns after the turkeys had been taken to slaughter. Standard loader tractors could not be utilized because of their limited maneuverability, and they were too heavy to operate on the second story of a barn. Velo needed a tractor that could maneuver around the posts in his barn, move backwards and forward, and make sharp turns. The Kellers developed a drive system that was designed to provide the maneuverability required by Velo. A bucket was placed in the front, and a motor in the back. A third castor wheel was added to permit sharp turning. They employed a pulley-and-chain system to switch back and forth. They found that this system was too dangerous, and they abandoned it for a clutch system. The result was a system for "transmitting power from a power unit to propulsion wheels, drive shafts and the like, and in particular to a transmission system for self-propelled vehicles having independently rotatable propulsion or drive wheels."0F[1] A completed loader was delivered to Velo in fall 1957, but the Kellers continued to refine and test it. They manufactured six additional models on speculation and ultimately sold them to area poultry farms. To address the instability issues of having three wheels, they added a counter weight at the back. Additionally, they introduced attachments for the loader-snow blade, sweeper, a bucket, and a manure fork. The Kellers sought to mass-produce their loader. After pursuing various avenues, their uncle, Anton Christianson, a dealer with Melroe Manufacturing Company of Gwinner, North Dakota, introduced them to Melroe Manufacturing. Melroe Manufacturing Company was founded in 1947 by Edward Gideon "E.G." Melroe (d. 1955), a pioneer in agricultural technology.
The Kellers were invited to bring their loader to the Melroe booth at the 1958 Minnesota State Fair, to determine the amount of interest in the loader. The interest was so great that Melroe decided to manufacture the loader. After the State Fair, an agreement was reached-Melroe would have exclusive manufacturing rights on a royalty basis. The Kellers would be employed by Melroe to further develop the loader. Access to the Melroe facilities allowed the Kellers' work to progress and be widely marketed. In the fall of 1958, Louis and Cyril Keller moved to Gwinner, North Dakota, to begin work. Louis worked on the manufacturing floor from 1958 to 1967 developing the loader, and Cyril worked from 1958 to 1980 as a salesman promoting and selling Melroe products and training dealers.
Development of the first Melroe loader prototype (M60) began in November 1958 and was completed in early 1959. The prototype utilized the Keller patented drive design, which was used on various Melroe and later Bobcat models until 1982. The name "Bobcat" originated in 1962 with Lynn Bickett, of Gould, Brown and Bickett, a marketing agency in Minneapolis, Minnesota. Allegedly, Bickett found the word "bobcat" in the dictionary, and noted that it was a North American mammal that is "tough, quick, and agile." These traits perfectly described the Melroe loader to them, and the Bobcat slogan, "Tough, quick, and agile," was born.
Officially designated the Bobcat Company in 2000, the company previously operated under the names: Melroe Manufacturing (1958-1969); Clark Equipment Company (1969-1995); and was also known as Ingersoll-Rand Company (1995-2007). In 1969, Clark Equipment Company of Buchanan, Michigan, acquired Melroe Manufacturing and pushed the Bobcat loader to even greater sales. Clark was a leader in forklifts, but adding the Bobcat product line expanded Clark's range and marketing potential. In 1995, Clark was acquired by Ingersoll-Rand (IR), a leading manufacturer of construction equipment and industrial machinery. IR wanted a strong brand name and the top market share that accompanied it, and Bobcat was just the thing. The IR Company provided Bobcat with a platform to focus on product innovation (front end attachments) and it encouraged global manufacturing and development. The Bobcat Company was acquired by Doosan Infracore International of South Korea in October 2007.
2 Louis Keller. Transmission system. US Patent 3,151,503, filed Dec. 1, 1958, and issued Oct. 6, 1964.
Related Materials:
These records complement many of the Archives Center's agricultural holdings such as the William C. Kost Farm Records (documenting a 20th century family-owned farm in Illinois); the Robinson-Via Family Papers (documenting daily farm life in Prince George's County, Maryland); the Everett Bickley Collection (documenting agricultural technology of bean sorting) and the Southern Agriculture Oral History Project Records (documenting the disappearing farm). These papers also complement the Archives Center's holdings of industrial equipment such as Caterpillar, Page Tractors, and B.B. Brown (documenting tractor engines). Construction related papers include the Clyde Learned Papers (documenting a highway engineer); Lloyd F. Rader Papers (documenting civil engineering); the Leon Struck Photo Album (documenting road building) and many of our collections of civil engineering materials.
Separated Materials:
The Division of Work and Industry holds one magnetic lifter, Accession 2007.0196.01-.02
Provenance:
This collection was donated by Scott Nelson, President of the Bobcat Company of North America on June 23, 2008.
Restrictions:
Collection is open for research but is stored off-site and special arrangements must be made to work with it. Viewing the film portion of the collection without reference copies requires special appointment, please inquire. Do not use original materials when available on reference video, DVD, or audio tapes. 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 copyright restrictions. Archives Center cost-recovery and use fees may apply when requesting reproductions. The Archives Center does not own rights to these photographs. All requests for permission to use these photographs for non-museum purposes must be addressed directly to the Bobcat Company. Potential users must receive written permission from appropriate rights holders prior to obtaining high quality copies.
