Movable type

Printing technology and system based on reconfigurable blocks of glyphs

Movable type (US English; moveable type in British English) is the system and technology of printing and typography that uses movable components to reproduce the elements of a document (usually individual alphanumeric characters or punctuation marks) usually on the medium of paper.

The world's first movable type printing technology for paper books was made of porcelain materials and was invented around AD 1040 in China during the Northern Song Dynasty by the inventor Bi Sheng (990–1051).[1] The earliest printed paper money with movable metal type to print the identifying code of the money was made in 1161 during the Song Dynasty.[2] In 1193, a book in the Song dynasty documented how to use the copper movable type.[3] The oldest extant book printed with movable metal type, Jikji, was printed in Korea in 1377 during the Goryeo dynasty.

The diffusion of both movable-type systems was, to some degree, limited to primarily East Asia. The development of the printing press in Europe may have been influenced by various sporadic reports of movable type technology brought back to Europe by returning business people and missionaries to China.[4][5][6] Some of these medieval European accounts are still preserved in the library archives of the Vatican and Oxford University among many others.[7]

Around 1450, Johannes Gutenberg introduced the metal movable-type printing press in Europe, along with innovations in casting the type based on a matrix and hand mould. The small number of alphabetic characters needed for European languages was an important factor.[8] Gutenberg was the first to create his type pieces from an alloy of lead, tin, and antimony—and these materials remained standard for 550 years.[9]

For alphabetic scripts, movable-type page setting was quicker than woodblock printing. The metal type pieces were more durable and the lettering was more uniform, leading to typography and fonts. The high quality and relatively low price of the Gutenberg Bible (1455) established the superiority of movable type in Europe and the use of printing presses spread rapidly. The printing press may be regarded as one of the key factors fostering the Renaissance[10] and, due to its effectiveness, its use spread around the globe.

The 19th-century invention of hot metal typesetting and its successors caused movable type to decline in the 20th century.

The technique of imprinting multiple copies of symbols or glyphs with a master type punch made of hard metal first developed around 3000 BC in ancient Sumer. These metal punch types can be seen as precursors of the letter punches adapted in later millennia to printing with movable metal type. Cylinder seals were used in Mesopotamia to create an impression on a surface by rolling the seal on wet clay.[11]

Seals and stamps may have been precursors to movable type. The uneven spacing of the impressions on brick stamps found in the Mesopotamian cities of Uruk and Larsa, dating from the 2nd millennium BC, has been conjectured by some archaeologists as evidence that the stamps were made using movable type.[12] The enigmatic Minoan Phaistos Disc of c. 1800–1600 BC has been considered by one scholar as an early example of a body of text being reproduced with reusable characters: it may have been produced by pressing pre-formed hieroglyphic "seals" into the soft clay. A few authors even view the disc as technically meeting all definitional criteria to represent an early incidence of movable-type printing.[13][14]

Following the invention of paper during the Chinese Han Dynasty, writing materials became more portable and economical than the bones, shells, bamboo slips, metal or stone tablets, silk, etc. previously used. Yet copying books by hand was still labour-consuming. Not until the Xiping Era (172–178 AD), towards the end of the Eastern Han Dynasty, did sealing print and monotype appear. It was soon used for printing designs on fabrics, and later for printing texts.

Woodblock printing, invented by about the 8th century during the Tang Dynasty, worked as follows. First, the neat hand-copied script was stuck on a relatively thick and smooth board, with the front of the paper, which was so thin that it was nearly transparent, sticking to the board, and characters showing in reverse, but distinctly, so that every stroke could be easily recognized. Then carvers cut away the parts of the board that were not part of the character, so that the characters were cut in relief, completely differently from those cut intaglio. When printing, the bulging characters would have some ink spread on them and be covered by paper. With workers' hands moving on the back of paper gently, characters would be printed on the paper. By the Song Dynasty, woodblock printing came to its heyday. Although woodblock printing played an influential role in spreading culture, there were some significant drawbacks. Firstly, carving the printing plate required considerable time, labour and materials; secondly, it was not convenient to store these plates; and finally, it was difficult to correct mistakes.

Bi Sheng (畢昇) (990–1051) developed the first known movable-type system for printing in China around 1040 AD during the Northern Song dynasty, using ceramic materials.[16][17] As described by the Chinese scholar Shen Kuo (沈括) (1031–1095):

When he wished to print, he took an iron frame and set it on the iron plate. In this he placed the types, set close together. When the frame was full, the whole made one solid block of type. He then placed it near the fire to warm it. When the paste [at the back] was slightly melted, he took a smooth board and pressed it over the surface, so that the block of type became as even as a whetstone.

For each character there were several types, and for certain common characters there were twenty or more types each, in order to be prepared for the repetition of characters on the same page. When the characters were not in use he had them arranged with paper labels, one label for each rhyme-group, and kept them in wooden cases.

If one were to print only two or three copies, this method would be neither simple nor easy. But for printing hundreds or thousands of copies, it was marvelously quick. As a rule he kept two forms going. While the impression was being made from the one form, the type was being put in place on the other. When the printing of the one form was finished, the other was then ready. In this way the two forms alternated and the printing was done with great rapidity.[16]

In 1193, Zhou Bida, an officer of Southern Song Dynasty, made a set of clay movable-type method according to the method described by Shen Kuo in his Dream Pool Essays, and printed his book Notes of The Jade Hall (《玉堂雜記》).[18] The ceramic movable type was also mentioned by Kublai Khan's counsellor Yao Shu, who convinced his pupil Yang Gu to print language primers using this method.[3]

The claim that Bi Sheng's clay types were "fragile" and "not practical for large-scale printing" and "short lived"[19] was refuted by later experiments. Bao Shicheng (1775–1885) wrote that baked clay moveable type was "as hard and tough as horn"; experiments show that clay type, after being baked in an oven, becomes hard and difficult to break, such that it remains intact after being dropped from a height of two metres onto a marble floor. The length of clay movable types in China was 1 to 2 centimetres, not 2mm, thus hard as horn. But similar to metal type, ceramic type did not hold Chinese ink well, and had an added disadvantage of uneven matching of the type which could sometimes result from the uneven changes in size of the type during the baking process.[20]

There has been an ongoing debate regarding the success of ceramic printing technology as there have been no printed materials found with ceramic movable types. However, it is historically recorded to have been used as late as 1844 in China from the Song dynasty through the Qing dynasty.[18][21]:22

Movable type was invented in the Northern Song dynasty around the year 1041 by the commoner Bi Sheng. Bi Sheng's movable type was fired in porcelain. After his death, the ceramic movable-type passed onto his descendants. The next mention of movable type occurred in 1193 when a Southern Song chief counsellor, Zhou Bida (周必大), attributed the movable-type method of printing to Shen Kuo. However Shen Kuo did not invent the movable type but credited it to Bi Sheng in his Dream Pool Essays.

A revolving typecase for wooden type in China, from Wang Zhen's book published in 1313

Bi Sheng (990–1051) of Song dynasty also pioneered the use of wooden movable type around 1040 AD, as described by the Chinese scholar Shen Kuo (1031–1095). However, this technology was abandoned in favour of clay movable types due to the presence of wood grains and the unevenness of the wooden type after being soaked in ink.[16][22]

In 1298, Wang Zhen (王禎), a Yuan dynasty governmental official of Jingde County, Anhui Province, China, re-invented a method of making movable wooden types. He made more than 30,000 wooden movable types and printed 100 copies of Records of Jingde County (《旌德縣志》), a book of more than 60,000 Chinese characters. Soon afterwards, he summarized his invention in his book A method of making moveable wooden types for printing books. Although the wooden type was more durable under the mechanical rigors of handling, repeated printing wore down the character faces, and the types could only be replaced by carving new pieces. This system was later enhanced by pressing wooden blocks into sand and casting metal types from the depression in copper, bronze, iron or tin. This new method overcame many of the shortcomings of woodblock printing. Rather than manually carving an individual block to print a single page, movable type printing allowed for the quick assembly of a page of text. Furthermore, these new, more compact type fonts could be reused and stored.[16][17] Wang Zhen used two rotating circular tables as trays for laying out his type. The first table was separated into 24 trays in which each movable type was categorized based on a number corresponding with a rhyming pattern. The second table contained miscellaneous characters.[3]

The set of wafer-like metal stamp types could be assembled to form pages, inked, and page impressions taken from rubbings on cloth or paper.[17] In 1322, a Fenghua county officer Ma Chengde (馬称德) in Zhejiang, made 100,000 wooden movable types and printed the 43-volume Daxue Yanyi (《大學衍義》). Wooden movable types were used continually in China. Even as late as 1733, a 2300-volume Wuying Palace Collected Gems Edition (《武英殿聚珍版叢書》) was printed with 253,500 wooden movable types on order of the Qianlong Emperor, and completed in one year.[3]

A number of books printed in Tangut script during the Western Xia (1038–1227) period are known, of which the Auspicious Tantra of All-Reaching Union that was discovered in the ruins of Baisigou Square Pagoda in 1991 is believed to have been printed sometime during the reign of Emperor Renzong of Western Xia (1139–1193).[23] It is considered by many Chinese experts to be the earliest extant example of a book printed using wooden movable type.[24]

At least 13 material finds in China indicate the invention of bronze movable type printing in China no later than the 12th century,[25] with the country producing large-scale bronze-plate-printed paper money and formal official documents issued by the Jin (1115–1234) and Southern Song (1127–1279) dynasties with embedded bronze metal types for anti-counterfeit markers. Such paper-money printing might date back to the 11th-century jiaozi of Northern Song (960–1127).[21]:41–54

The typical example of this kind of bronze movable type embedded copper-block printing is a printed "check" of the Jin Dynasty with two square holes for embedding two bronze movable-type characters, each selected from 1,000 different characters, such that each printed paper note has a different combination of markers. A copper-block printed note dated between 1215 and 1216 in the collection of Luo Zhenyu's Pictorial Paper Money of the Four Dynasties, 1914, shows two special characters – one called Ziliao, the other called Zihao – for the purpose of preventing counterfeiting; over the Ziliao there is a small character (輶) printed with movable copper type, while over the Zihao there is an empty square hole – apparently the associated copper metal type was lost. Another sample of Song dynasty money of the same period in the collection of the Shanghai Museum has two empty square holes above Ziliao as well as Zihou, due to the loss of the two copper movable types. Song dynasty bronze block embedded with bronze metal movable type printed paper money was issued on a large scale and remained in circulation for a long time.[26]

The 1298 book Zao Huozi Yinshufa (《造活字印書法》) by the Yuan dynasty (1271–1368) official Wang Zhen mentions tin movable type, used probably since the Southern Song dynasty (1127–1279), but this was largely experimental.[27] It was unsatisfactory due to its incompatibility with the inking process.[16]:217 But by the late 15th century these concerns were resolved and bronze type was widely used in Chinese printing.[28]

During the Mongol Empire (1206–1405), printing using movable type spread from China to Central Asia.[clarification needed] The Uyghurs of Central Asia used movable type, their script type adopted from the Mongol language, some with Chinese words printed between the pages – strong evidence that the books were printed in China.[29]

During the Ming Dynasty (1368–1644), Hua Sui in 1490 used bronze type in printing books.[16]:212 In 1574 the massive 1000-volume encyclopedia Imperial Readings of the Taiping Era (《太平御覧》) was printed with bronze movable type.

In 1725 the Qing Dynasty government made 250,000 bronze movable-type characters and printed 64 sets of the encyclopedic Gujin Tushu Jicheng (《古今圖書集成》, ). Each set consisted of 5,040 volumes, making a total of 322,560 volumes printed using movable type.[29]

Complete Collection of Illustrations and Writings from the Earliest to Current Times

In 1234 the first books known to have been printed in metallic type set were published in Goryeo Dynasty Korea. They form a set of ritual books, Sangjeong Gogeum Yemun, compiled by Choe Yun-ui.[30][31]

While these books have not survived, the oldest book existing in the world printed in metallic movable types is Jikji, printed in Korea in 1377.[32] The Asian Reading Room of the Library of Congress in Washington, D.C. displays examples of this metal type.[33] Commenting on the invention of metallic types by Koreans, French scholar Henri-Jean Martin described this as "[extremely similar] to Gutenberg's".[34] However, Korean movable metal type printing differed from European printing in the materials used for the type, punch, matrix, mould and in method of making an impression.[35]

The techniques for bronze casting, used at the time for making coins (as well as bells and statues) were adapted to making metal type. The Joseon dynasty scholar Seong Hyeon (성현, 成俔, 1439–1504) records the following description of the Korean font-casting process:

At first, one cuts letters in beech wood. One fills a trough level with fine sandy [clay] of the reed-growing seashore. Wood-cut letters are pressed into the sand, then the impressions become negative and form letters [moulds]. At this step, placing one trough together with another, one pours the molten bronze down into an opening. The fluid flows in, filling these negative moulds, one by one becoming type. Lastly, one scrapes and files off the irregularities, and piles them up to be arranged.[30]

A potential solution to the linguistic and cultural bottleneck that held back movable type in Korea for 200 years appeared in the early 15th century—a generation before Gutenberg would begin working on his own movable-type invention in Europe—when Sejong the Great devised a simplified alphabet of 24 characters (hangul) for use by the common people, which could have made the typecasting and compositing process more feasible. But Korea's cultural elite, "appalled at the idea of losing hanja, the badge of their elitism", stifled the adoption of the new alphabet.[17]

A "Confucian prohibition on the commercialization of printing" also obstructed the proliferation of movable type, restricting the distribution of books produced using the new method to the government.[36] The technique was restricted to use by the royal foundry for official state publications only, where the focus was on reprinting Chinese classics lost in 1126 when Korea's libraries and palaces had perished in a conflict between dynasties.[36]

Scholarly debate and speculation has occurred as to whether Eastern movable type spread to Europe between the late 14th century and early 15th centuries.[30][6]:58–69[37][5][38] For example, authoritative historians Frances Gies and Joseph Gies claimed that "The Asian priority of invention movable type is now firmly established, and that Chinese-Korean technique, or a report of it traveled westward is almost certain."[4] However, Joseph P.McDermott claimed that "No text indicates the presence or knowledge of any kind of Asian movable type or movable type imprint in Europe before 1450. The material evidence is even more conclusive."[38]

Johannes Gutenberg of Mainz, Germany, is acknowledged[by whom?] as the first to invent a metal movable-type printing system in Europe: the printing press, 78 years after Jikji (the first movable metal type) was printed in Korea. Gutenberg, as a goldsmith, knew techniques of cutting punches for making coins from moulds. Between 1436 and 1450 he developed hardware and techniques for casting letters from matrices using a device called the hand mould.[6] Gutenberg's key invention and contribution to movable-type printing in Europe, the hand mould, was the first practical means of making cheap copies of letterpunches in the vast quantities needed to print complete books, making the movable-type printing process a viable enterprise.

Before Gutenberg, scribes copied books by hand on scrolls and paper, or print-makers printed texts from hand-carved wooden blocks. Either process took a long time; even a small book could take months to complete. Because carved letters or blocks were flimsy and the wood susceptible to ink, the blocks had a limited lifespan.

Gutenberg and his associates developed oil-based inks ideally suited to printing with a press on paper, and the first Latin typefaces. His method of casting type may have differed from the hand-mould used in subsequent decades. Detailed analysis of the type used in his 42-line Bible has revealed irregularities in some of the characters that cannot be attributed to ink spread or type wear under the pressure of the press. Scholars conjecture that the type pieces may have been cast from a series of matrices made with a series of individual stroke punches, producing many different versions of the same glyph.[41][need quotation to verify]

It has also been suggested[by whom?] that the method used by Gutenberg involved using a single punch to make a mould, but the mould was such that the process of taking the type out disturbed the casting, causing variants and anomalies, and that the punch-matrix system came into use possibly around the 1470s.[42]

This raises the possibility that the development of movable type in the West may have been progressive rather than a single innovation.[43]

Gutenberg's movable-type printing system spread rapidly across Europe, from the single Mainz printing press in 1457 to 110 presses by 1480 – 50 of them in Italy. Venice quickly became the centre of typographic and printing activity. Significant contributions came from Nicolas Jenson, Francesco Griffo, Aldus Manutius, and other printers of late 15th-century Europe. Gutenberg's movable type printing system offered a number of advantages over previous movable types The lead-antimony-tin alloy used by Gutenberg had half the melting temperature of bronze,[44][45] making it easier to cast the type and aided the use of reusable metal matrix moulds instead of the expendable sand and clay moulds. The use of antimony alloy increased hardness of the type compared to lead and tin [46] for improved durability of the type. The reusable metal matrix allowed a single experienced worker to produce 4,000 to 5,000 individual types a day,[47][48] while Wang Chen had artisans working 2 years to make 60,000 wooden types [49]

Type-founding as practised in Europe and the West consists of three stages:

The type-height varied in different countries. The Monotype Corporation Limited in London UK produced moulds in various heights:

A Dutch printer's manual mentions a tiny difference between French and German Height:[51]

Tiny differences in type-height can cause quite bold images of characters.

At the end of the 19th century there were only two typefoundries left in the Netherlands: Johan Enschedé & Zonen, at Haarlem, and Lettergieterij Amsterdam, voorheen Tetterode. They both had their own type-height: Enschedé: 65 23/24 points Didot, and Amsterdam: 66 1/24 points Didot – enough difference to prevent a combined use of fonts from the two typefoundries: Enschede would be too light, or otherwise the Amsterdam-font would print rather bold. A perfect way of binding clients.[52]

In 1905 the Dutch governmental Algemeene Landsdrukkerij, later: "State-printery" (Staatsdrukkerij) decided during a reorganisation to use a standard type-height of 63 points Didot. Staatsdrukkerij-hoogte, actually Belgium-height, but this fact was not widely known[by whom?].

A case of cast metal type pieces and typeset matter in a composing stick

Modern, factory-produced movable type was available in the late 19th century. It was held in the printing shop in a job case, a drawer about 2 inches high, a yard wide, and about two feet deep, with many small compartments for the various letters and ligatures. The most popular and accepted of the job case designs in America was the California Job Case, which took its name from the Pacific coast location of the foundries that made the case popular.[53]

Traditionally, the capital letters were stored in a separate drawer or case that was located above the case that held the other letters; this is why capital letters are called "upper case" characters while the non-capitals are "lower case".[54]

Compartments also held spacers, which are blocks of blank type used to separate words and fill out a line of type, such as em and en quads (quadrats, or spaces. A quadrat is a block of type whose face is lower than the printing letters so that it does not itself print.). An em space was the width of a capital letter "M" – as wide as it was high – while an en space referred to a space half the width of its height (usually the dimensions for a capital "N").

Individual letters are assembled into words and lines of text with the aid of a composing stick, and the whole assembly is tightly bound together to make up a page image called a forme, where all letter faces are exactly the same height to form a flat surface of type. The forme is mounted on a printing press, a thin coating of viscous ink is applied and impressions made on paper under great pressure in the press. "Sorts" is the term given to special characters not freely available in the typical type case, such as the "@" mark.

Sometime it is erroneously stated that printing with metal type replaced the earlier methods. In the industrial era printing methods would be chosen to suit the purpose. For example, when printing large scale letters in posters etc. the metal type would have proved too heavy and economically unviable. Thus, large scale type was made as carved wood blocks as well as ceramics plates.[55] Also in many cases where large scale text was required, it was simpler to hand the job to a sign painter than a printer. Images could be printed together with movable type if they were made as woodcuts or wood engravings as long as the blocks were made to the same type height. If intaglio methods, such as copper plates, were used for the images, then images and the text would have required separate print runs on different machines.

Moxon, Joseph (1683–84). "Mechanick Exercises on the Whole Art of Printing" (ed. Herbert Davies & Harry Carter. New York: Dover Publications, 1962, reprint ed.).