It might naturally be expected that the essential facts of Edison's work would appear on the face of his numerous patents on dynamo-electric machinery, but such is not necessarily the case, unless they are carefully studied in the light of the state of the art as it existed at the time. While some of these patents (especially the earlier ones) cover specific devices embodying fundamental principles that not only survive to the present day, but actually lie at the foundation of the art as it now exists, there is no revelation therein of Edison's preceding studies of magnets, which extended over many years, nor of his later systematic investigations and deductions.
Dynamo-electric machines of a primitive kind had been invented and were in use to a very limited extent for arc lighting and electroplating for some years prior to the summer of 1819, when Edison, with an embryonic lighting SYSTEM in mind, cast about for a type of machine technically and commercially suitable for the successful carrying out of his plans. He found absolutely none. On the contrary, all of the few types then obtainable were uneconomical, indeed wasteful, in regard to efficiency. The art, if indeed there can be said to have been an art at that time, was in chaotic confusion, and only because of Edison's many years' study of the magnet was he enabled to conclude that insufficiency in quantity of iron in the magnets of such machines, together with poor surface contacts, rendered the cost of magnetization abnormally high. The heating of solid armatures, the only kind then known, and poor insulation in the commutators, also gave rise to serious losses. But perhaps the most serious drawback lay in the high-resistance armature, based upon the highest scientific dictum of the time that in order to obtain the maximum amount of work from a machine, the internal resistance of the armature must equal the resistance of the exterior circuit, although the application of this principle entailed the useless expenditure of at least 50 per cent. of the applied energy.
It seems almost incredible that only a little over thirty years ago the sum of scientific knowledge in regard to dynamo- electric machines was so meagre that the experts of the period should settle upon such a dictum as this, but such was the fact, as will presently appear. Mechanical generators of electricity were comparatively new at that time; their theory and practice were very imperfectly understood; indeed, it is quite within the bounds of truth to say that the correct principles were befogged by reason of the lack of practical knowledge of their actual use. Electricians and scientists of the period had been accustomed for many years past to look to the chemical battery as the source from which to obtain electrical energy; and in the practical application of such energy to telegraphy and kindred uses, much thought and ingenuity had been expended in studying combinations of connecting such cells so as to get the best results. In the text-books of the period it was stated as a settled principle that, in order to obtain the maximum work out of a set of batteries, the internal resistance must approximately equal the resistance of the exterior circuit. This principle and its application in practice were quite correct as regards chemical batteries, but not as regards dynamo machines. Both were generators of electrical current, but so different in construction and operation, that rules applicable to the practical use of the one did not apply with proper commercial efficiency to the other. At the period under consideration, which may be said to have been just before dawn of the day of electric light, the philosophy of the dynamo was seen only in mysterious, hazy outlines-- just emerging from the darkness of departing night. Perhaps it is not surprising, then, that the dynamo was loosely regarded by electricians as the practical equivalent of a chemical battery; that many of the characteristics of performance of the chemical cell were also attributed to it, and that if the maximum work could be gotten out of a set of batteries when the internal and external resistances were equal (and this was commercially the best thing to do), so must it be also with a dynamo.
It was by no miracle that Edison was far and away ahead of his time when he undertook to improve the dynamo. He was possessed of absolute KNOWLEDGE far beyond that of his contemporaries. This he ad acquired by the hardest kind of work and incessant experiment with magnets of all kinds during several years preceding, particularly in connection with his study of automatic telegraphy. His knowledge of magnets was tremendous. He had studied and experimented with electromagnets in enormous variety, and knew their peculiarities in charge and discharge, lag, self- induction, static effects, condenser effects, and the various other phenomena connected therewith. He had also made collateral studies of iron, steel, and copper, insulation, winding, etc. Hence, by reason of this extensive work and knowledge, Edison was naturally in a position to realize the utter commercial impossibility of the then best dynamo machine in existence, which had an efficiency of only about 40 per cent., and was constructed on the "cut-and-try" principle.
He was also naturally in a position to assume the task he set out to accomplish, of undertaking to plan and-build an improved type of machine that should be commercial in hav- ing an efficiency of at least 90 per cent. Truly a prodigious undertaking in those dark days, when from the standpoint of Edison's large experience the most practical and correct electrical treatise was contained in the Encyclopaedia Britannica, and in a German publication which Mr. Upton had brought with him after he had finished his studies with the illustrious Helmholtz. It was at this period that Mr. Upton commenced his association with Edison, bringing to the great work the very latest scientific views and the assistance of the higher mathematics, to which he had devoted his attention for several years previously.
As some account of Edison's investigations in this connection has already been given in Chapter XII of the narrative, we shall not enlarge upon them here, but quote from An Historical Review, by Charles L. Clarke, Laboratory Assistant at Menlo Park, 1880-81; Chief Engineer of the Edison Electric Light Company, 1881-84:
"In June, 1879, was published the account of the Edison dynamo-electric machine that survived in the art. This machine went into extensive commercial use, and was notable for its very massive and powerful field-magnets and armature of extremely low resistance as compared with the combined external resistance of the supply-mains and lamps. By means of the large masses of iron in the field-magnets, and closely fitted joints between the several parts thereof, the magnetic resistance (reluctance) of the iron parts of the magnetic circuit was reduced to a minimum, and the required magnetization effected with the maximum economy. At the same time Mr. Edison announced the commercial necessity of having the armature of the dynamo of low resistance, as compared with the external resistance, in order that a large percentage of the electrical energy developed should be utilized in the lamps, and only a small percentage lost in the armature, albeit this procedure reduced the total generating capacity of the machine. He also proposed to make the resistance of the supply-mains small, as compared with the combined resistance of the lamps in multiple arc, in order to still further increase the percentage of energy utilized in the lamps. And likewise to this end the combined resistance of the generator armatures in multiple arc was kept relatively small by adjusting the number of generators operating in multiple at any time to the number of lamps then in use. The field-magnet circuits of the dynamos were connected in multiple with a separate energizing source; and the field-current; and strength of field, were regulated to maintain the required amount of electromotive force upon the supply-mains under all conditions of load from the maximum to the minimum number of lamps in use, and to keep the electromotive force of all machines alike."
Among the earliest of Edison's dynamo experiments were those relating to the core of the armature. He realized at once that the heat generated in a solid core was a prolific source of loss. He experimented with bundles of iron wires variously insulated, also with sheet-iron rolled cylindrically and covered with iron wire wound concentrically. These experiments and many others were tried in a great variety of ways, until, as the result of all this work, Edison arrived at the principle which has remained in the art to this day. He split up the iron core of the armature into thin laminations, separated by paper, thus practically suppressing Foucault currents therein and resulting heating effect. It was in his machine also that mica was used for the first time as an insulating medium in a commutator.[27]