A Treatise on Staff Making and Pivoting Containing Complete Directions for Making and Fitting New Staffs from the Raw Material — Context and Discussion
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The raw material. The gravers. The roughing out. The hardening and tempering 5
Kinds of pivots. Their shape. Capillarity. The requirements of a good pivot 13
The proper measurements and how obtained 19
The gauging of holes. The side shake. The position of the graver 23
The grinding and polishing. The reversal of the work. The wax chuck 29
Another wax chuck. The centering of the work 35
The finishing of the staff. Pivoting. Making pivot drills. Hardening drills. The drilling and fitting of new pivots 39
STAFF MAKING AND PIVOTING.
To produce a good balance staff requires more skill than to produce any other turned portion of a watch, and your success will depend not alone on your knowledge of its proper shape and measurements, nor the tools at your command, but rather upon your skill with the graver and your success in hardening and tempering. There are many points worthy of consideration in the making of a balance staff that are too often neglected. I have seen staffs that were models as regards execution and finish, that were nearly worthless from a practical standpoint, simply because the maker had devoted all his time and energy to the execution of a beautiful piece of lathe work, and had given no thought or study to the form and size of the pivots. On the other hand, one often sees staffs whose pivots are faultless in shape, but the execution and finish so bungling as to offset all the good qualities as regards shape. To have good tools and the right ideas is one thing, and to use these tools properly and make a practical demonstration of your theory is another.
I shall endeavor to take up every point in connection with the balance staff, from the steel to the jewels, and their relation to the pivots, and I believe this will then convey to the reader all the necessary points, not only as regards staffs, but pivots also, whether applied to a balance or a pinion staff.
It may be argued, and we often do hear material dealers advance the theory, that to-day, with our interchangeable parts and the cheapness of all material, it is a waste of time to make a balance staff. To the reader who takes this view of the situation I simply want to say, kindly follow me to the end of this paragraph, and if you are still of the same opinion, then you are wasting your time in following me farther. For a material dealer to advance this theory I can find some excuse; he is an interested party, and the selling of material is his bread and butter; but the other fellow, well I never could understand him and possibly never shall. When we seriously consider the various styles and series in "old model" and "new model," of only one of the leading manufacturers of watches in this country, to say nothing of the legion of small and large concerns who are manufacturing or have manufactured in the past, and then think of carrying these staffs in stock, all ready for use, we then begin to realize how utterly absurd the idea is, to say nothing of how expensive! On the other hand, if you reside in a large city and propose to rely on the stock of your material dealer, you will find yourself in an embarrasing situation very often, for as likely as not the movement requiring a new staff was made by a company that went out of business back in the '80s, or it is a new movement, the material for which has not yet been placed on the market. This state of affairs leads to makeshifts, and they in turn lead to botch work. The watchmaker who does not possess the experience or necessary qualifications to make a new balance staff and make it in a neat and workmanlike manner, is never certain of having exactly what is needed, and cannot hope to long retain the confidence of his customers. In fact, he is not a watchmaker at all, but simply an apprentice or student, even though he be working for a salary or be his own master. There are undoubtedly many worthy members of the trade, who are not familiar with the making of a balance staff, who will take exceptions to this statement; but it is nevertheless true. They may be good workmen as far as they go; they may be painstaking; but they cannot be classed as watchmakers.
This article is intended for the benefit of that large class whose opportunities for obtaining instruction are limited, and who are ready and willing to learn, and for that still larger class of practical workmen who can make a new staff in a creditable manner, but who are always glad to read others people's ideas on any subject connected with the trade and who are not yet too old to learn new tricks should they find any such.
Good tools, in good condition, are the most essential requisites in making a new staff. I would not advise any particular make of lathe, as the most expensive lathe in the world will not produce a true staff if the workman cannot center his work accurately and does not know how to handle his graver, while on the other hand fine work can be done on the simplest and cheapest lathe by a workman possessing the requisite skill. I will take it for granted that you use an American-made lathe of some kind, or a foreign-made lathe manufactured on American lines. It is advisable, though not absolutely necessary, to have three gravers similar to those illustrated in Fig. 1, A being used for turning the staff down in the rough; B for the conical pivots and square shoulders and C for the under-cutting. The other tools and attachments needed will be described as I come to them in use.
The balance staff should be made of the best steel, tempered to such a degree as to give the longest service and yet not so hard as to endanger the breakage of the pivots. Select a piece of Stubb's steel wire, say No. 46, or a little larger than the largest part of the finished staff is to be, and center it in a split chuck of your lathe. Be careful in selecting your chuck that you pick one that fits the wire fairly close. The chuck holds the work truest that comes the nearest to fitting it. If you try to use a chuck that is too large or too small for the work, you will only ruin the chuck for truth. Turn the wire to the form of a rough staff, as shown in Fig. 2, leaving on a small part of the original wire, as shown at A. After the wire is roughed out to this general form, remove from the chuck and get ready to harden and temper it. The hardening and tempering may be effected in various ways, and I am scarcely prepared to say which method is the best, as there are several which give about the same general results. One method of hardening is to smear the blank with common yellow soap, heat it to a cherry red, and drop endwise into linseed oil. Petroleum is preferred by some to linseed oil, but, to tell the truth, I can see no difference in the action of linseed, petroleum or olive oil. Be sure and have enough oil to thoroughly cool the blank, and a deep vessel, such as a large-mouthed vial, is preferable to a saucer. The blank will now be found too hard to work easily with the graver, and we must therefore draw the temper down to that of fine spring steel. Before doing this the blank should be brightened, in order that we may see to just what color we are drawing it. The main object in using the soap in hardening is that it may form a scale upon the blank, and if the heating is effected gradually the soap will melt and form a practically air-tight case around the blank. This scale, if the hardening is carefully and properly done, will generally chip and fall off when the blank is plunged in the oil, particularly if the oil is cool, and if it does not fall off of its own accord, it can easily be removed by rolling the blank upon the bench. If it does not come out clean, or if soap is not used, it may be brightened by again inserting in the lathe and bringing it in contact with a piece of fine emery paper or cloth.
I draw the temper in the following manner: Place some fine brass filings in a boiling-out cup or bluing pan and lay the blank upon these filings, holding the pan over the flame of an alcohol lamp until the blank assumes a dark purple color, which it will reach when the heat gets to about 500 deg. F. This I consider the right hardness for a balance staff, as it is not too hard to work well under the graver nor too soft for the pivots. At this degree of hardness steel will assume an exquisite polish if properly treated. Another method of tempering is to place the staff on a piece of sheet iron or copper (say 1 inch wide by 4 long), having previously bent it into a small angle, for the reception of the staff, as shown in Fig. 3. This piece of metal, when nicely fitted into a file handle, will answer all the purposes of the bluing pan and presents quite a neat appearance. Having placed the blank in the angle, lay on it a piece of yellow wax about the size of a bean, and heat it over your lamp until the wax takes fire and burns. Blow out the flame and allow the staff to cool, and it will be found to be of about the right hardness.
We have now arrived at an important station in staff making, a junction, we may term it, where many lines branch off from the main road. At this particular spot is where authorities differ. I have no hesitation in saying that at this particular point the split chuck should be removed from the lathe head and carefully placed in the chuck box and the cement chuck put in its place. I believe that all of the remaining work upon a staff should be executed while it is held in a cement chuck. On the other hand I have seen good workmen who turned and finished all the lower part of a staff while in a split chuck, cut it off and turned and finished the upper part in a cement chuck. All I have got to say is that they had more confidence in the truth of their chucks than I have in mine. I have even read of watchmakers who made the entire staff in a split chuck, but I must confess I am somewhat curious to examine a staff made in that way, and must have the privilege of examining it before I will admit that a true staff can be so made.
We will suppose that the workman has a moderately true chuck, and that he prefers to turn and finish all the lower portions in this way. Of course the directions for using a cement chuck on the upper part of a staff are equally applicable to the lower. Before going further I think it advisable to consider the requirements of a pivot, but will reserve this for another chapter.
The chief requirements of a pivot are that it shall be round and well polished. Avoid the burnish file at all hazards; it will not leave the pivot round, for the pressure is unequal at various points in the revolution. A pivot that was not perfectly round might act fairly well in a jewel hole that was round, but unfortunately the greater proportion of jewel holes are not as they should be, and we must therefore take every precaution to guard against untrue pivots. Let us examine just what the effect will be if an imperfect pivot is fitted into an unround hole jewel, and to demonstrate its action more clearly let us exaggerate the defects. Suppose we pick a perfectly round jewel and insert into the opening a three-cornered piece of steel wire, in shape somewhat resembling the taper of a triangular file. We find that this triangular piece of steel will turn in the jewel with the same ease that the most perfect cylindrical pivot will. Now suppose we change the jewel for one that is out of round and repeat the experiment. We now find that the triangular steel soon finds the hollow spots in the jewel hole and comes to a stand-still as it is inserted in the hole. The action of a pivot that is not true, when in contact with a jewel whose hole is out of round, is very similar, though in a less marked degree. If the pivot inclines toward the elliptical and the jewel hole has a like failing, which is often the case, it is very evident that this want of truth in both the pivot and hole is very detrimental to the good going of a watch.
There are two kinds of pivots, known respectively as straight and conical pivots, but for the balance staff there is but one kind and that is the conical, which is illustrated in Fig. 4. The conical pivot has at least one advantage over the straight one, _i. e._, it can be made much smaller than a straight pivot, as it is much stronger in proportion, owing to its shape. All pivots have a tendency to draw the oil away from the jewels, and particularly the conically formed variety, which develops a strong capillary attraction. To prevent this capillary attraction of the oil, the back-slope is formed next to the shoulder, although many persons seem to think that this back-slope is merely added by way of ornament, to make the pivot more graceful in appearance. It is very essential, however, for if too much oil is applied the staff would certainly draw it away if its thickness were not reduced, by means of the back-slope. Before leaving the subject of capillarity let us examine the enlarged jewel in Fig. 5; _c_ is an enlarged pivot, _b_ is the hole jewel and _a_ is the end stone. We observe that the hole jewel on the side towards the end stone is convex. It is so made that through capillarity the oil is retained at the end of the pivot where it is most wanted. It is, in my opinion, very necessary that the young watchmaker should have at least a fair understanding of capillarity, and should understand why the end stone is made convex and the pivot with a back slope. For this reason I will try and make clear this point before proceeding further. We all know that it is essential to apply oil to all surfaces coming in contact, in order to reduce the friction as much as possible, and if the application of oil is necessary to any part of the mechanism of a watch, that part is the pivot. Saunier very aptly puts it thus: "A liquid is subject to the action of three forces: gravity, adhesion (the mutual attraction between the liquid and the substance of the vessel containing it), and cohesion (the attractive force existing among the molecules of the liquid and opposing the subdivision of the mass.)"
We all know that if we place a small drop of oil upon a piece of flat glass or steel and then invert the same the oil will cling to the glass, owing to the adhesion of the particles; if we then add a little more to the drop and again invert, it will still cling, although the drop may be elongated to a certain degree. This is owing to the cohesion of the molecules of the oil, which refuse to be separated from one another. If, however, we again add to the drop of oil and invert the plate the drop will elongate and finally part, one portion dropping while the other portion clings to the main body of the liquid. The fall of the drop is occasioned by gravity overcoming the cohesion of the molecules. Now take a perfectly clean and polished needle and place a drop of oil upon its point and we will see that the oil very rapidly ascends towards the thicker portion of the needle. Now if we heat and hammer out the point of the needle into the form of a small drill and repeat the operation we find that the oil no longer ascends. It rises from the point to the extreme width of the drill portion, but refuses to go beyond. It clings to that portion of the needle which would correspond to the ridge just back of the slope in a conical pivot. Water, oil, etc., when placed in a clean wine glass, do not exhibit a perfectly level surface, but raise at the edges as shown at _a_ in Fig. 6. If a tube is now inserted, we find that the liquid not only rises around the outside of the tube and the edges of the vessel, but also rises in the tube far beyond its mean level, as shown at _b_. These various effects are caused by one of the forces above described, _i. e._, the adhesion, or mutual attraction existing between the liquid and the substance of the vessel and rod. The word capillarity is of Latin derivation, and signifies hair-like slenderness. The smaller the tube, or the nearer the edges of a vessel are brought together, the higher in proportion will the liquid rise above the level. An ascent of a liquid, due to capillarity, also takes place, where the liquid is placed between two separate bodies, as oil placed between two pieces of flat glass. If the plates are parallel to one another and perpendicular to the surface of the liquid it will ascend to the same height between the plates, as shown at _c_ in Fig. 6. If the plates were united at the back like a book and spread somewhat at the front, the oil would ascend the higher as the two sides approach one another, as shown at _d_, Fig. 6. If a drop is placed somewhat away from the intersecting point, of the glasses, as shown at _m_ it will, if not too far away, gradually work its way to the junction, providing the glasses are level. If, however, the glasses are inclined to a certain extent, the drop will remain stationary, since it is drawn in one direction by gravity and in the other by capillarity. When a drop of oil is placed between two surfaces, both of which are convex, or one convex and the other plain, as shown at _g_, it will collect at the point _n_, at which the surfaces nearest approach one another. We now see very clearly why the hole jewel is made convex on the side towards the end-stone and concave on the side towards the pivot.
Particular pains should be taken to polish those portions of the pivots which actually enter the jewel hole and to see that all marks of the graver be thoroughly removed, because if any grooves, no matter how small, are left, they act as minute capillary tubes to convey the oil.
If the hole jewel be of the proper shape, the end-stone not too far from the hole jewel and too much oil is not applied at one time, the oil will not spread nor run down the staff, but a small portion will be retained at the acting surface of pivot and jewel, and this supply will be gradually fed to these parts from the reservoir between the jewel and end-stone, by the action of capillarity.
Having examined into the requirements of the pivot and its jewel and having gained an insight into what their forms should be, we are the better able to perform that portion of the work in an intelligent manner.
Our wire has been roughed out into the form of a staff, has been hardened and the temper drawn down to the requisite hardness and we are now ready to proceed with our work. As I said before, we have now arrived at a point where many authorities differ, _i. e._, as to whether the finishing of the staff proper, should be performed while the work is held in the chuck, or whether a wax chuck be substituted. We will take it for granted that you have a true chuck and that you prefer to finish all the lower portion of the staff while held in the chuck.
Eugene E. Hall opens his 1910 treatise with a blunt assessment: producing a good balance staff requires more skill than any other turned watch component. He immediately distinguishes between theoretical knowledge and practical execution, noting that a staff can be a 'beautiful piece of lathe work' yet nearly worthless if the pivots are poorly shaped. The author's voice is direct and opinionated, as when he dismisses material dealers who argue that interchangeable parts make staff-making obsolete. Hall invites skeptical readers to follow him 'to the end of this paragraph' before deciding, a rhetorical move that sets the tone for a manual grounded in hands-on experience rather than abstract instruction.
The Graver's Primacy
Hall repeatedly insists that success depends on 'skill with the graver' above all else. In Chapter I, he states that a staff's worth is determined not by tools or measurements alone but by the maker's ability to use the graver properly and to harden and temper steel effectively. This emphasis on manual dexterity recurs throughout the excerpts. When discussing wax chucks, Hall describes the precise angle—about 60°—for turning the cone that receives the pivot, and he specifies a graver shape (shown at B, Fig. 1) as ideal for the task. The text is filled with such concrete, actionable details, from the angle of the graver to the amount of wax to apply. Hall’s language is technical but never obscure; he assumes the reader has a lathe and basic tools but needs guidance on technique.
Two Paths in Wax Chuck Work
One of the most striking features of the treatise is Hall’s comparison of two methods for finishing a balance staff. He notes that 'the majority of watchmakers prefer to finish all the lower portion of the staff first,' but he advocates for the opposite approach: finishing the upper portion first. To illustrate, he provides diagrams (Fig. 18 and Fig. 19) showing how the staff is held in wax. In the popular method, the hub is enclosed like 'a cork fitted into a bottle'; in his preferred method, the hub is reversed, like a cork with the larger portion inside the bottle. Hall argues that the latter holds the staff more rigidly with less wax. This contrast between conventional wisdom and his own practice is a recurring theme, and he supports it with reasoning about stability and access during turning.
Measurement and Centering as Critical Steps
Hall devotes careful attention to the preparatory steps that determine a staff's final fit. He instructs the reader to remove both cap jewels, screw the balance cock in place, and check whether the cock has been bent or punched—if so, it must be straightened first. Only then does he recommend taking the distance between the outer surfaces of the hole jewels using a degree gauge or calipers. He even describes a modified double caliper with a stop screw (Fig. 20) that allows the same measurement to be repeated accurately. Centering the wax chuck is described as 'the all-important point,' and Hall warns against removing the chuck from the spindle, as it is unlikely to return exactly true. Instead, he advises a permanent wax chuck and provides step-by-step instructions for heating the wax, inserting the staff, and pressing it squarely into place while the lathe revolves slowly.
Hall’s treatise is best read as a companion to practice, not a substitute for it. His frequent asides—such as the jab at material dealers or the admission that 'there are many points worthy of consideration... that are too often neglected'—reveal a writer who has taught himself through trial and error. Readers should approach the text with lathe in hand, ready to test Hall’s preferred method against the popular one. The diagrams, though not reproduced here, are essential to following the wax chuck procedures. This is a manual that rewards slow, attentive reading and repeated reference at the bench.
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