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Telephone

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An Olivetti rotary dial telephone, c.1940s

A telephone, or phone, is a telecommunications device that permits two or more users to conduct a conversation when they are not in the same vicinity of each other to be heard directly. A telephone converts sound, typically and most efficiently the human voice, into electronic signals suitable for transmission via cables or other transmission media over long distances, and replays such signals simultaneously in audible form to its user. The word telephone has been adapted into the vocabulary of many languages. It is derived from the Greek: τῆλε, tēle, far and φωνή, phōnē, voice, together meaning distant voice.

First patented in 1876 by Alexander Graham Bell and further developed by many others, the telephone was the first device in history that enabled people to talk directly with each other across large distances. Telephones became rapidly indispensable to businesses, government, and households, and are today some of the most widely used small appliances.

The essential elements of a telephone are a microphone (transmitter) to speak into and an earphone (receiver) which reproduces the voice of the distant person. In addition, most telephones contain a ringer which produces a sound to announce an incoming telephone call, and a dial used to enter a telephone number when initiating a call to another telephone. Until approximately the 1970s most telephones used a rotary dial, which was superseded by the modern Touch-Tone push-button dial, first introduced by AT&T in 1963. The receiver and transmitter are usually built into a handset which is held up to the ear and mouth during conversation. The dial may be located either on the handset, or on a base unit to which the handset is connected by a cord containing wires.

A landline telephone is connected by a pair of wires to the telephone network, while a mobile phone, such as a cellular phone, is portable and communicates with the telephone network by radio transmissions. A cordless telephone has a portable handset which communicates by radio transmission with the handset base station which is connected by wire to the telephone network.

The transmitter converts the sound waves to electrical signals which are sent through the telephone network to the receiving phone. The receiving telephone converts the signals into audible sound in the receiver, or sometimes a loudspeaker. Telephones are a duplex communications medium, meaning they allow the people on both ends to talk simultaneously. The telephone network, consisting of a worldwide net of telephone lines, fiberoptic cables, microwave transmission, cellular networks, communications satellites, and undersea telephone cables connected by switching centers, allows any telephone in the world to communicate with any other. Each telephone line has an identifying number called its telephone number. To initiate a telephone call the user enters the other telephone's number into a numeric keypad on the phone. Graphic symbols used to designate telephone service or phone-related information in print, signage, and other media include ( U+2121), ( U+260E), ( U+260F), and ( U+2706).

Although originally designed for simple voice communications, most modern telephones have many additional capabilities. They may be able to record spoken messages, send and receive text messages, take and display photographs or video, play music, and surf the Internet. A current trend is phones that integrate all mobile communication and computing needs; these are called smartphones.

History

Bell placing the first New York to Chicago telephone call in 1892

Credit for the invention of the electric telephone is frequently disputed, and new controversies over the issue have arisen from time to time. As with other influential inventions such as radio, television, the light bulb, and the computer, there were several inventors who did pioneering experimental work on voice transmission over a wire and improved on each other's ideas. Innocenzo Manzetti, Antonio Meucci, Johann Philipp Reis, Elisha Gray, Alexander Graham Bell, and Thomas Edison, among others, have all been credited with pioneering work on the telephone. An undisputed fact is that Alexander Graham Bell was the first to be awarded a patent for the electric telephone by the United States Patent and Trademark Office (USPTO) in March 1876. That first patent by Bell was the master patent of the telephone, from which other patents for electric telephone devices and features flowed.

The early history of the telephone became and still remains a confusing morass of claims and counterclaims, which were not clarified by the large number of lawsuits that hoped to resolve the patent claims of many individuals and commercial competitors. The Bell and Edison patents, however, were forensically victorious and commercially decisive.

A Hungarian engineer, Tivadar Puskás, quickly invented the telephone switchboard in 1876, which allowed for the formation of telephone exchanges, and eventually networks.

Basic principles

Schematic of a landline telephone installation.

A traditional landline telephone system, also known as " plain old telephone service" (POTS), commonly carries both control and audio signals on the same twisted pair (C) of insulated wires: the telephone line. The signaling equipment, or ringer, (see figure 1) consists of a bell, beeper, light or other device (A7) to alert the user to incoming calls, and number buttons or a rotary dial (A4) to enter a telephone number for outgoing calls. Most of the expense of wire-line telephone service is the wires, so telephones transmit both the incoming and outgoing voice channels on a single pair of wires. A twisted pair line rejects electromagnetic interference (EMI) and crosstalk better than a single wire or an untwisted pair. The strong outgoing voice signal from the microphone does not overpower the weaker incoming speaker signal with a sidetone because a hybrid coil (A3) subtracts the microphone's signal from the signal sent to the local speaker. The junction box (B) arrests lightning (B2) and adjusts the line's resistance (B1) to maximize the signal power for the line's length. Telephones have similar adjustments for inside line lengths (A8). The wire's voltages are negative compared to earth, to reduce galvanic corrosion. Negative voltage attracts positive metal ions toward the wires.

Details of operation

The landline telephone contains a switchhook (A4) and an alerting device, usually a ringer (A7), that remains connected to the phone line whenever the phone is " on hook" (i.e. the switch (A4) is open), and other components which are connected when the phone is " off hook". The off-hook components include a transmitter (microphone, A2), a receiver (speaker, A1), and other circuits for dialing, filtering (A3), and amplification.

A calling party wishing to speak to another party will pick up the telephone's handset, thereby operating a lever which closes the switchhook (A4), which powers the telephone by connecting the transmitter (microphone), receiver (speaker), and related audio components to the line. The off-hook circuitry has a low resistance (less than 300 ohms) which causes a direct current (DC), which comes down the line (C) from the telephone exchange. The exchange detects this current, attaches a digit receiver circuit to the line, and sends a dial tone to indicate readiness. On a modern push-button telephone, the caller then presses the number keys to send the telephone number of the called party. The keys control a tone generator circuit (not shown) that makes DTMF tones that the exchange receives. A rotary-dial telephone uses pulse dialing, sending electrical pulses, that the exchange can count to get the telephone number (as of 2010 many exchanges were still equipped to handle pulse dialing). If the called party's line is available, the exchange sends an intermittent ringing signal (about 75  volts alternating current (AC) in North America and UK and 60 volts in Germany) to alert the called party to an incoming call. If the called party's line is in use, the exchange returns a busy signal to the calling party. However, if the called party's line is in use but has call waiting installed, the exchange sends an intermittent audible tone to the called party to indicate an incoming call.

The phone's ringer (A7) is connected to the line through a capacitor (A6), a device which blocks direct current but passes alternating current. So, the phone draws no current when it is on hook (a DC voltage is continually connected to the line), but exchange circuitry (D2) can send an AC voltage down the line to ring for an incoming call. (When there is no exchange, telephones often have hand-cranked magnetos to make the ringing voltage.) When a landline phone is inactive or "on hook", the circuitry at the telephone exchange detects the absence of direct current and therefore "knows" that the phone is on hook (therefore, only AC current will go through) with only the alerting device electrically connected to the line. When a party initiates a call to this line, the exchange sends the ringing signal. When the called party picks up the handset, they actuate a double-circuit switchhook (not shown) which simultaneously disconnects the alerting device and connects the audio circuitry to the line. This, in turn, draws direct current through the line, confirming that the called phone is now active. The exchange circuitry turns off the ring signal, and both phones are now active and connected through the exchange. The parties may now converse as long as both phones remain off hook. When a party "hangs up", placing the handset back on the cradle or hook, direct current ceases in that line, signaling the exchange to disconnect the call.

Calls to parties beyond the local exchange are carried over "trunk" lines which establish connections between exchanges. In modern telephone networks, fibre-optic cable and digital technology are often employed in such connections. Satellite technology may be used for communication over very long distances.

In most landline telephones, the transmitter and receiver (microphone and speaker) are located in the handset, although in a speakerphone these components may be located in the base or in a separate enclosure. Powered by the line, the microphone (A2) produces a modulated electrical current which varies its frequency and amplitude in response to the sound waves arriving at its diaphragm. The resulting current is transmitted along the telephone line to the local exchange then on to the other phone (via the local exchange or via a larger network), where it passes through the coil of the receiver (A3). The varying current in the coil produces a corresponding movement of the receiver's diaphragm, reproducing the original sound waves present at the transmitter.

Along with the microphone and speaker, additional circuitry is incorporated to prevent the incoming speaker signal and the outgoing microphone signal from interfering with each other. This is accomplished through a hybrid coil (A3). The incoming audio signal passes through a resistor (A8) and the primary winding of the coil (A3) which passes it to the speaker (A1). Since the current path A8 - A3 has a far lower impedance than the microphone (A2), virtually all of the incoming signal passes through it and bypasses the microphone.

At the same time the DC voltage across the line causes a DC current which is split between the resistor-coil (A8-A3) branch and the microphone-coil (A2-A3) branch. The DC current through the resistor-coil branch has no effect on the incoming audio signal. But the DC current passing through the microphone is turned into AC current (in response to voice sounds) which then passes through only the upper branch of the coil's (A3) primary winding, which has far fewer turns than the lower primary winding. This causes a small portion of the microphone output to be fed back to the speaker, while the rest of the AC current goes out through the phone line.

A Lineman's handset is a telephone designed for testing the telephone network, and may be attached directly to aerial lines and other infrastructure components.

Early development

1896 Telephone from Sweden
Wooden wall telephone with a hand-cranked magneto generator
A candlestick phone
Modern sound-powered emergency telephone
A modern mobile phone, also called a cell phone
An iPhone, a mobile smartphone that is able to access the Internet.
  • 1844 — Innocenzo Manzetti first mooted the idea of a “speaking telegraph” or telephone. Use of the 'speaking telegraph' and 'sound telegraph' monikers would eventually be replaced by the newer, distinct name, 'telephone'.
  • 26 August 1854 — Charles Bourseul published an article in the magazine L'Illustration (Paris): "Transmission électrique de la parole" (electric transmission of speech), describing a 'make-and-break' type telephone transmitter later created by Johann Reis.
  • 26 October 1861 — Johann Philipp Reis (1834–1874) publicly demonstrated the Reis telephone before the Physical Society of Frankfurt.
  • 22 August 1865, La Feuille d'Aoste reported “It is rumored that English technicians to whom Mr. Manzetti illustrated his method for transmitting spoken words on the telegraph wire intend to apply said invention in England on several private telegraph lines". However telephones would not be demonstrated there until 1876, with a set of telephones from Bell.
  • 28 December 1871 — Antonio Meucci files patent caveat No. 3335 in the U.S. Patent Office titled "Sound Telegraph", describing communication of voice between two people by wire. A 'patent caveat' was not an invention patent award, but only an unverified notice filed by an individual that he or she intends to file a regular patent application in the future.
  • 1874 — Meucci, after having renewed the caveat for two years does not renew it again, and the caveat lapses.
  • 6 April 1875 — Bell's U.S. Patent 161,739 "Transmitters and Receivers for Electric Telegraphs" is granted. This uses multiple vibrating steel reeds in make-break circuits.
  • 11 February 1876 — Gray invents a liquid transmitter for use with a telephone but does not build one.
  • 14 February 1876 — Elisha Gray files a patent caveat for transmitting the human voice through a telegraphic circuit.
  • 14 February 1876 — Alexander Bell applies for the patent "Improvements in Telegraphy", for electromagnetic telephones using what is now called amplitude modulation (oscillating current and voltage) but which he referred to as "undulating current".
  • 19 February 1876 — Gray is notified by the U.S. Patent Office of an interference between his caveat and Bell's patent application. Gray decides to abandon his caveat.
  • 7 March 1876 — Bell's U.S. patent 174,465 "Improvement in Telegraphy" is granted, covering "the method of, and apparatus for, transmitting vocal or other sounds telegraphically … by causing electrical undulations, similar in form to the vibrations of the air accompanying the said vocal or other sound."
  • 10 March 1876 — The first successful telephone transmission of clear speech using a liquid transmitter when Bell spoke into his device, “Mr. Watson, come here, I want to see you.” and Watson heard each word distinctly.
  • 30 January 1877 — Bell's U.S. patent 186,787 is granted for an electromagnetic telephone using permanent magnets, iron diaphragms, and a call bell.
  • 27 April 1877 — Edison files for a patent on a carbon (graphite) transmitter. The patent 474,230 was granted 3 May 1892, after a 15 year delay because of litigation. Edison was granted patent 222,390 for a carbon granules transmitter in 1879.

Early commercial instruments

Early telephones were technically diverse. Some used a liquid transmitter, some had a metal diaphragm that induced current in an electromagnet wound around a permanent magnet, and some were "dynamic" - their diaphragm vibrated a coil of wire in the field of a permanent magnet or the coil vibrated the diaphragm. The sound-powered dynamic kind survived in small numbers through the 20th century in military and maritime applications, where its ability to create its own electrical power was crucial. Most, however, used the Edison/Berliner carbon transmitter, which was much louder than the other kinds, even though it required an induction coil which was an impedance matching transformer to make it compatible with the impedance of the line. The Edison patents kept the Bell monopoly viable into the 20th century, by which time the network was more important than the instrument.

Early telephones were locally powered, using either a dynamic transmitter or by the powering of a transmitter with a local battery. One of the jobs of outside plant personnel was to visit each telephone periodically to inspect the battery. During the 20th century, "common battery" operation came to dominate, powered by "talk battery" from the telephone exchange over the same wires that carried the voice signals.

Early telephones used a single wire for the subscriber's line, with ground return used to complete the circuit (as used in telegraphs). The earliest dynamic telephones also had only one port opening for sound, with the user alternately listening and speaking (or rather, shouting) into the same hole. Sometimes the instruments were operated in pairs at each end, making conversation more convenient but also more expensive.

At first, the benefits of a telephone exchange were not exploited. Instead telephones were leased in pairs to a subscriber, who had to arrange for a telegraph contractor to construct a line between them, for example between a home and a shop. Users who wanted the ability to speak to several different locations would need to obtain and set up three or four pairs of telephones. Western Union, already using telegraph exchanges, quickly extended the principle to its telephones in New York City and San Francisco, and Bell was not slow in appreciating the potential.

Signalling began in an appropriately primitive manner. The user alerted the other end, or the exchange operator, by whistling into the transmitter. Exchange operation soon resulted in telephones being equipped with a bell in a ringer box, first operated over a second wire, and later over the same wire, but with a condenser ( capacitor) in series with the bell coil to allow the AC ringer signal through while still blocking DC (keeping the phone " on hook"). Telephones connected to the earliest Strowger automatic exchanges had seven wires, one for the knife switch, one for each telegraph key, one for the bell, one for the push-button and two for speaking. Large wall telephones in the early 20th century usually incorporated the bell, and separate bell boxes for desk phones dwindled away in the middle of the century.

Rural and other telephones that were not on a common battery exchange had a magneto or hand-cranked generator to produce a high voltage alternating signal to ring the bells of other telephones on the line and to alert the operator. Some local farming communities that were not connected to the main networks set up barbed wire telephone lines that exploited the existing system of field fences to transmit the signal.

In the 1890s a new smaller style of telephone was introduced, packaged in three parts. The transmitter stood on a stand, known as a " candlestick" for its shape. When not in use, the receiver hung on a hook with a switch in it, known as a "switchhook." Previous telephones required the user to operate a separate switch to connect either the voice or the bell. With the new kind, the user was less likely to leave the phone "off the hook". In phones connected to magneto exchanges, the bell, induction coil, battery and magneto were in a separate bell box or " ringer box". In phones connected to common battery exchanges, the ringer box was installed under a desk, or other out of the way place, since it did not need a battery or magneto.

Cradle designs were also used at this time, having a handle with the receiver and transmitter attached, now called a handset, separate from the cradle base that housed the magneto crank and other parts. They were larger than the "candlestick" and more popular.

A Swedish Ericsson 1001 model, from 1939
This video shows the operation of an old phone (Ericsson LM)
Telephone used by American soldiers (WWII, Minalin, Pampanga, Philippines)

Disadvantages of single wire operation such as crosstalk and hum from nearby AC power wires had already led to the use of twisted pairs and, for long distance telephones, four-wire circuits. Users at the beginning of the 20th century did not place long distance calls from their own telephones but made an appointment to use a special sound proofed long distance telephone booth furnished with the latest technology.

What turned out to be the most popular and longest lasting physical style of telephone was introduced in the early 20th century, including Bell's Model 102. A carbon granule transmitter and electromagnetic receiver were united in a single molded plastic handle, which when not in use sat in a cradle in the base unit. The circuit diagram of the Model 102 shows the direct connection of the receiver to the line, while the transmitter was induction coupled, with energy supplied by a local battery. The coupling transformer, battery, and ringer were in a separate enclosure. The dial switch in the base interrupted the line current by repeatedly but very briefly disconnecting the line 1 to 10 times for each digit, and the hook switch (in the centre of the circuit diagram) disconnected the line and the transmitter battery while the handset was on the cradle.

After the 1930s, the base also enclosed the bell and induction coil, obviating a separate ringer box. Power was supplied to each subscriber line by central office batteries instead of a local battery, which required periodic service at the customer location. The rotary dial becoming common-place in the 1930s in many areas enabled customer-dialed service, but some magneto systems remained even into the 1960. After World-War II, the telephone networks saw rapid expansion and more efficient telephone sets, such as the model 500 telephone in the United States, where developed that permitted larger local networks centered around central offices. A break-through new technology was the introduction of Touch-Tone signaling using push-button telephones by American Telephone & Telegraph Company (AT&T) in 1963.

Digital telephony

The public switched telephone network (PSTN) has gradually evolved towards digital telephony which has improved the capacity and quality of the network. End-to-end analog telephone networks were first modified in the early 1960s by upgrading transmission networks with Digital Signal 1 (DS1/T1) carrier systems, designed to support the basic 3 kHz voice channel by sampling the bandwidth-limited analog voice signal and encoding using PCM. While digitization allows wideband voice on the same channel, the improved quality of a wider analog voice channel did not find a large market in the PSTN.

Later transmission methods such as SONET and fibre optic transmission further advanced digital transmission. Although analog carrier systems existed that multiplexed multiple analog voice channels onto a single transmission medium, digital transmission allowed lower cost and more channels multiplexed on the transmission medium. Today the end instrument often remains analog but the analog signals are typically converted to digital signals at the serving area interface (SAI), central office (CO), or other aggregation point. Digital loop carriers (DLC) place the digital network ever closer to the customer premises, relegating the analog local loop to legacy status.

IP telephony

A hardware-based IP phone, with touch-tone dialing

Internet Protocol (IP) telephony, also known as voice over Internet Protocol (VoIP), is a disruptive technology that is rapidly gaining ground against traditional telephone network technologies. As of January 2005, up to 10% of telephone subscribers in Japan and South Korea have switched to this digital telephone service. A January 2005 Newsweek article suggested that Internet telephony may be "the next big thing." As of 2006 many VoIP companies offer service to consumers and businesses.

IP telephony uses an Internet connection and hardware IP Phones, analog telephone adapters, or softphone computer applications to transmit conversations encoded as data packets. In addition to replacing plain old telephone service (POTS), IP telephony services are also competing with mobile phone services by offering free or lower cost connections via WiFi hotspots. VoIP is also used on private networks which may or may not have a connection to the global telephone network.

IP telephones have notable disadvantages compared to traditional telephones. Unless the IP telephone's components are backed up with an uninterruptible power supply or other emergency power source, the phone ceases to function during a power outage as can occur during an emergency or disaster when the phone is most needed. Traditional phones connected to the older PSTN network do not experience that problem since they are powered by the telephone company's battery supply, which will continue to function even if there is a prolonged power outage. Another problem in Internet-based services is the lack of a fixed physical location, impacting the provisioning of emergency services such as police, fire or ambulance, should someone call for them. Unless the registered user updates the IP phone's physical address location after moving to a new residence, emergency services can be, and have been, dispatched to the wrong location.

Fixed telephone lines per 100 inhabitants 1997-2007

Usage

By the end of 2009, there were a total of nearly 6 billion mobile and fixed-line telephone subscribers worldwide. This included 1.26 billion fixed-line subscribers and 4.6 billion mobile subscribers.

Telephone operating companies

In some countries, many telephone operating companies (commonly abbreviated to telco in American English) are in competition to provide telephone services. The above Main article lists only facilities based providers and not companies which lease services from facilities based providers in order to serve their customers.

Patents

  • US 174,465 -- Telegraphy (Bell's first telephone patent) -- Alexander Graham Bell
  • US 186,787 -- Electric Telegraphy (permanent magnet receiver) -- Alexander Graham Bell
  • US 474,230 -- Speaking Telegraph (graphite transmitter) -- Thomas Edison
  • US 203,016 -- Speaking Telephone (carbon button transmitter) -- Thomas Edison
  • US 222,390 -- Carbon Telephone (carbon granules transmitter) -- Thomas Edison
  • US 485,311 -- Telephone (solid back carbon transmitter) -- Anthony C. White (Bell engineer) This design was used until 1925 and installed phones were used until the 1940s.
  • US 3,449,750 -- Duplex Radio Communication and Signalling Appartus—G. H. Sweigert
  • US 3,663,762 -- Cellular Mobile Communication System—Amos Edward Joel (Bell Labs)
  • US 3,906,166 -- Radio Telephone System (DynaTAC cell phone) -- Martin Cooper et al. (Motorola)
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