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SHOP SYSTEMS

FOUR TVPICAI SHOP SYSTEMS USED

IN REPRESENTATIVE MACHINE

BUILDING PLANTS

MACHINERY'S REFERENCE BOOK NO. 139
PUBLISHED BY MACHINERY, NEW YORK

MACHINERY'S REFERENCE SERIES

EACH NUMBER IS ONE UNIT IN A COMPLETE LIBRARY OF

MACHINE DESIGN AND SHOP PRACTICE REVISED AND

REPUBLISHED FROM MACHINERY

NUMBER 139

SHOP SYSTEMS

CONTENTS

;

General Shop System - - - - - :<v. "• V- - 3 ^

Stock-keeping System, by S. M. Hovis - - - * - - 10 2~

An Effective Follow-up System, by A. L. VALENTINE - 17 y

Routing System in a Machine Tool Shop - - - - 33 •*

PREFACE
1

There are practically as many shop systems in use as there are
shops or factories; because in every shop there are some conditions
peculiar to that shop, which cannot be covered by any system of uni-
versal application. There are, however, certain fundamental princi-
ples that must be embodied in all shop systems, and these can be best
explained by describing in detail a number of systems that have been
successfully applied in practice. The systems outlined in this Refer-
ence Book have proved their value in the manufacturing establish-
ments where they are used. They may not apply directly to the con-
ditions in other plants; certain details may have to be changed and
some of the forms modified; but the general outlines can be followed,
and will prove of value to those who have to devise new systems or
are endeavoring to improve old ones.

CHAPTER I

GENERAL, SHOP SYSTEM

Much has been said in technical books and magazines regarding
shop systems, but many of these systems are cumbersome, and show
a tendency towards "red tape." In the following a system is out-
lined that is anything but elaborate, being compact and concise, in-
asmuch as it puts all information regarding the affairs of the works
under the complete control of the works superintendent. It makes
him entirely independent of the various heads of departments in de-
termining the progress of all work through these departments, and
enables him at a glance to stop or push such work as is important

FACTORY COST.

IWBINENO. izt= STYLE f ISM* to Kqi'ts N«. t-*-a-t-s-i

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No. Fin.

Material

Department Costs

Total Cust

Average Com

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Fig. 1. Superintendent's Office Reference and Record Card of Machine Costs

or is wanted in a hurry. At the same time it gives him an authentic
record of all facts pertaining to the cost of material and labor, ana
other particulars of equal importance. Not only that, but in case of
emergency, it assures a promise of any special delivery, rush order,
etc., with an accuracy that cannot be denied.

The fundamental principle of the system is not building the com-
pleted machine as a unit, but building the machine by the part. Con-
sidering that in most manufacturing establishments, the machines"
are standardized and fully detailed with complete drawings of alJ
parts, this can readily be accomplished, and means the grouping to-
gether of the equipment in batteries best suited to handle the work
along these lines without any undue shifting around of material,
keeping it in the correct rotation from department to department
in succession until finally brought to the assembly. To do this the
following departments known by number have been established in

347603

Xo. i:'!» • -?M01» SYSTEMS

one machine building -plant, where the system described is used:
D Drafting-room;
P Pattern-shop;

1 Planer, boring mills and large radials;

2 Lathe;

3 Milling machine;

4 Shaper and drill press;

5 Tool and die making;

6 Grinding;

7 Experimental;

8 Small part assembly;

9, 10, 11, and 12 Assembly;
13 Miscellaneous.

The assembly departments, 8 to 12 inclusive, are equipped with
the necessary small machine tools.

PART*
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Mer issued to Dep'ts

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Figr. 2. Superintendent's Office Reference and Record Card of Parts Costs

The mode of procedure is as follows: The sales department issues
its order to the superintendent in the customary manner for a given
number of machines of a certain type; all machines are known by
nitmber. The superintendent then secures from the drafting depart-
ment a complete set of blueprints showing all the details, and from
which the orders calling for these parts are issued to the various
departments.

The following is a list of blanks and cards used, and which are
herewith illustrated:

Pig. 1. Superintendent's office reference and record card of machine
costs.

Fig. 2. Superintendent's office reference and record card of parts
costs.

Fig. 3. Requisition blank.

Fig. 4. Superintendent's office stock advice ticket.

GENERAL SHOP SYSTEM

Fig. 5. Identification tag.

Fig. 6. Department shop order.

Fig. 7. Department partial shop order ticket.

Fig. 8. Daily time ticket.

When the superintendent receives the order for the machines, he
will cause the order number to be recorded on a card like that in
Fig. 1; eventually this card will contain a full record of all costs of
the machine; it is known as the "Machine Factory Cost," and is
printed on blue paper so that it may be readily recognized. This
card is ruled into columns, and will contain, as before stated, all
factory particulars, including the number finished, cost of material,
cost of every department that has any work in connection with same,
and finally the total cost of the order and the individual cost of each

REQUISITION FOR MATE

To Store Keeper, Da
Please deliver the following supplies,

RIAL.

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Quantity

Patt. No.

Part No.

Mach. No.

Order No.

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Department No ^-

Fig. 3. Requisition Blank

machine. Each successive order is recorded on this card, and a ready
comparison of the fluctuations in operating expenses for departments
are immediately noted for investigation with a view to ascertaining
the causes.

The parts of each machine are numbered in rotation, and a separate
record, as in Fig. 2, printed on yellow paper is kept of each in con-
nection with the blue card above. This "Parts" card will eventually
contain a full record of departments that handle the part, its weight,
cost of material, costs of each department, and also the total and indi-
vidual or average cost per part. Each successive order is recorded
the same as on the card above, and the loop-holes in manufacturing
due to negligence on the part of foreman or operator are immediately
shown by the comparison of costs of labor, etc., in each department.

The large and heavy castings that represent the main parts of the
machine are never kept in stock, and so are provided for immediately

No. 139— SHOP SYSTEMS

by the superintendent on a requisition blank like that in Pig. 3, sent
to the purchasing department. These blanks are made up in book
form, four on a page; they have perforated edges, and are made in
duplicate, the copy remaining in the book as a part of the superin-
tendent's record.

For the smaller parts or castings, the superintendent causes the list
shown in Fig. 4 to be sent to the store-keeper. This list, which is
printed on heavy flexible paper, and put up in pad form, gives all par-
ticulars, and asks for the information indicated. The store-keeper, on

receiving it, ascertains the num-
ber of parts or castings he has
on hand as requested, fills in the
date, signs his name or initials,
and returns the list immediately
to the superintendent's office.
Upon the advice thus received,
the balance of supplies, if any,
are immediately ordered by the
superintendent through the pur-
chasing department, using the
blank before described, Fig. 3.
By adopting this plan, a check is
kept on all castings and supplies,
which prevents the continual ac-
cumulation of such supplies, a
condition that would occur if
they were ordered on each suc-
cessive order without first ascer-
taining whether or not any stock
was available.

The parts being all provided
for through the superintendent's
office, department shop orders,
Fig. 6, are now issued to the
various departments for all the

STOCK ADVICE TICKET.

„... Z/lo/l/

To Store Keeper.
Please ad via
without delay, regarding the
Supplies for MACHINE NO

* Superintendent's Office
following Castings and
. IZ4 STVI P /=»

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From Ptf. No.

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Fig. 4. Superintendent's Office Stock
Advice Ticket

parts to make up the completed
machines. These orders have
the number of the department printed in heavy black type in the
upper left hand corner, and are printed on flexible paper (prefer-
ably white), so that they may be typed in multiple, to include all
the departments handling or machining that particular part. As
illustrative of its operation, an order is issued for 25 crankshafts for
a certain style of press; orders are issued to departments 2, 3, 4, and
9. The lathe department No. 2 handles the work at the beginning; the
milling department, No. 3, handles it after No. 2; and so on. Similar
orders are issued to the first three departments, the orders being dis-
tinguishable by the number representing the department printed in
the upper left-hand corner as above stated. A separate order, similar
to the others, calling for the number of the complete machines, is

GENERAL SHOP SYSTEM

ORDER NO.
PART NO._

issued to department No. 9, the assembly department of this type of
machine. Consequently all parts machined eventually find their way
to the assembly.

Upon the receipt of this order by the head of department No. 2, or
the department that first handles it, a requistion on the store-keeper
is issued on a blank similar to that shown in Fig. 3, for the number of
f orgings required to fill the order, and as these have been provided
through the superintendent's office, they are sent as requested, having
a red tag, as in Fig. 5, attached to one of the lot to identify them.
This tag contains all particulars as to quantity, part number, machine
and style, and order number. As the work is completed in this de-
partment, this same tag or a duplicate
is attached to one of the crankshafts
already machined, and sent to the next
department handling the same, which
in this case is No. 3. The same pro-
cedure applies in this department; the
work is then sent to the next, which
is No. 4, with the red tag still at-
tached. This department, in turn,
sends the shafts when finished to the
final department, No. 9, which is the
assembly. Should one of these crank-
shafts, by any mischance, be spoiled
or incorrectly machined through an
error on the part of some mechanic,
this system compels the foreman of
the department to report this fact im-
mediately to the superintendent, thus
causing an investigation to be made as
to how it happened, whether through
negligence or accident, and gives no
opportunity for anyone to quietly scrap
it without the full knowledge of the
superintendent. As the work is fin-
ished in each department, the shafts Fi&1 5> Identification Ta*
are sent on, the head of department sending them to the head of the
next department, who acknowledges their receipt by signing his name
in the space provided on the department shop order, at the same time
filling in the date. This compels the receiving foreman to verify the
number of pieces so that it tallies with the number on the red tag, Fig.
5. After obtaining the signature of the next department foreman, the
shop order is returned to the superintendent and is filed, until all
departments having any handling of this part have turned in their
shop orders. All labor being completed on the part, the costs are
transferred to the factory cost ticket, Fig. 2, which is then a complete
record of actual costs.

At various times, through the excessive rush of work and piling up
of orders, it may be found to be good policy in some departments to

MACHINE NO.
and Style

Quantity.

Department No..

No. 139— SHOP SYSTEMS

make up only a part of the order. To record this, another blank, Fig.
7, called the "Partial Order Ticket," printed on brown paper is used
by the head of the department in lieu of the regular department shop
order, and after going through the same routine as the original order,
being signed by the foremen of the departments, is turned in to the

2 DEPARTMENT SHOP ORDER.

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To be used by Foreman of Department as a Memorandum of PARTIAL ORDERS only.

•

• , '•

Return to Superintendent'* Office when all work is finished.

Fig. 6. Department Shop Order Ticket

PARTIAL ORDER TICKET.

To be used for ONE ITEM ONLY when Impossible to finish up full number of Parts on Dep't Shop Order.
Return to Superintendent's Office.

Fig. 7. Department Partial Shop Order Ticket

superintendent's office. As this is done the fact is recorded on the
original shop order in the space provided for this purpose; this acts
as a constant memorandum of parts still due on the original order.
Each department, in turn, on completion of the work to be done turns
in a similar ticket to the superintendent; these are in pad form as
issued to the heads of the departments. This partial order ticket,
as it is turned into the superintendent's office, forms part of the
record and shows what progress is being made on this particular part

GENERAL SHOP SYSTEM

through the works. The adoption of this plan enables the superin-
tendent to take steps to push through and direct what parts are to be
rushed, and avoids the holding up and delaying of parts in the various
departments, for he has the information at hand to locate the part by
looking up the department shop orders returned to his office.

A "Daily Time Ticket" as shown in Fig. 8, is an absolute necessity.
It is ruled and printed, as shown, provision being made for all par-
ticulars of both stock and time; it also forms part of the superin-
tendent's record. These are collected daily and filed in respective
order number rotation, and upon completion of any department shop
order, all information is transferred to factory cost cards as before

DAILY TIME CARD.

Fig. 8. Daily Time Ticket

described. This daily time ticket is an important factor in determin-
ing actual costs, etc.

To sum up, a system such as this one is automatic in operation, ,and
has much to commend it: Firstj there is a complete and actual record
of labor costs by departments; second, a constant check is kept of
costs by comparison, and a means provided for locating any excessive
expenditures due to negligence, incompetent help or other conditions;
third, the cost of each individual part or piece of every machine is
recorded — information that can be advantageously used in computing
cost of duplicate parts when needed; fourth, there is a correct tally of
material used for both part or machine, and actual cost of each; fifth,
an additional feature is that after a complete record of all parts and
the machine have been established on the factory cost cards, Figs. 1
and 2, and the department shop order, Fig. 6, the information is all
there to facilitate the issuance of any further orders for similar parts.

CHAPTER II

STOCK-KEEPING SYSTEM

In all manufacturing establishments the place in which the most
money can be lost or saved is undoubtedly the stock room; for here,
in one department, we find all the parts comprised in the product, the
smaller tools used in its making, and in some cases, expensive printed
and advertising matter. Yet, in nine cases out of ten, this depart-
ment-is placed in some poorly-lighted, ill-ventilated, obscure part of
the building and is in charge of a man who has probably secured the
position in consequence of a good memory or his inability to become
a mechanic, and who is very frequently incompetent, probably due to
his being very much underpaid. As assistants,, there are usually with
him a few boys or old men who cannot be usefully employed in other
departments.

The system of stock-keeping explained in this chapter has been
tried in various plants and proved to be very successful, not only

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Fig. 1. Elevation of the Arrangement for Keeping Parts used by
a Company Manufacturing Small Machines

from a production, but also from a pay-roll, standpoint. It must be
understood, however, that the success of any system depends largely
on the cooperation of the office and accounting departments with the
stock-keeper, and any error or misunderstanding between them should
be investigated and. settled at once; for frequently, even in the best
managed plants, the office is obliged to call on the stock-keeper for
information, and his prompt attention facilitates matters.

In a properly systematized plant all the parts entering into the
final product should be kept in the stock room and drawn out as
desired on orders signed by the proper authority, usually the foreman
of the department concerned. This stock may be divided into three
classes: finished stock, rough stock and supply stock. Under the

STOCK-KEEPING SYSTEM

classification "finished stock" are included all the parts which are
manufactured in the plant. The rough stock includes all purchased
materials such as steel, iron, rough castings, etc. Supply stock con-
stitutes such materials as paint, waste oil, small tools, etc., and at
times includes such things as advertising matter, letter-heads, en-
velopes and office supplies. The first-mentioned of these supplies are
frequently included under the "rough-«tock" head, but experience
shows that by keeping these supplies under a separate heading, better
accounting results may be secured. These divisions, of course, may be
varied to suit the requirements of the accounting department, but in
most cases these three divisions will be found to be sufficient.

It cannot be too forcibly stated that every article in a stock room
should be known by a number in addition to its name, and wherever

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5 6

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<

3 4
1 Oco« ?

AISLE

Machincro.N

Fig:. 2. Plan of Arrangement Shown in Fig-. 1, for Keeping
Machine Farts

possible that number should appear on the requisition for material.
In good manufacturing systems the use of names for parts may be
entirely eliminated, numbers being used exclusively, the result being
better and quicker service in the filling of orders. The use of letters
in designating material, except where absolutely necessary, is to be
avoided, although in some cases a letter is placed before or after a
number to show the kind or quality of the material. As for example
211 A might mean casting; 642B forging; and so on, although a sys-
tem of numbering may be devised that is equally effective. For in-
stance in a case where the product is a machine consisting of a num-
ber of minor assemblies, all numbers ending with 0 would designate an
assembled part; 01 a screw; 03 casting, and so on. By such an ar-
rangement a parts-list may be made up and mastered after a little
study.

No. 139— SHOP SYSTEMS

The center of the building seems to be the generally preferred posi-
tion for the stock room, but the ideal location is at the end of the
building, as near the office as possible, for in the former case a con-
siderable drawback arises should it ever become necessary to enlarge
this department, as other departments would be more or less incon-
venienced. Furthermore, firmer and better structures for holding
material may be built at the end of the building.

No drawers or shelving for parts that are in constant use should
be more than sever^ feet above the floor, the space above this being
utilized for such parts as are only occasionally called for. In so ar-

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4/253

4/257

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Fig. 3. Portion of Parts List

ranging the parts that they may be readily located, an indexing system
has been devised which with slight variations may be suited to any
special business. Fig. 1 shows the front view of an arrangement used
by a plant manufacturing a number of small machines. This room
which is about forty feet square is divided through the center by an
aisle four feet wide and is sub-divided into sections, tiers, and com-
partments. The term section is applied to the construction on either
side of the aisle, that on the right being designated by even numbers
and that on the left by odd. These sections are divided into tiers
which represent spaces between the uprights and are alphabetically
lettered to avoid the confusion of numbers. The compartments are the

STOCK-KEEPING SYSTEM

drawers or shelving for holding parts. Figs. 1 and 2 give a general
idea of the application of this plan.

Sheet iron or heavy tin is the most practical and durable construc-
tion material for drawers, especially for those holding parts which are
oiled. These, with a small card-holder and handle, may be obtained
at low price, and being easily washed and lighter than wood, facilitate
handling. In addition they should be made interchangeable, the tiers
being fitted with strips to hold interchangeable boards upon which the
drawers can rest. In drawers that are the same width as the tiers
(see Fig. 1, 1A1 and 1A2), these strips may be fastened to the sides
and will be found to work very satisfactorily.

The arrangement for taking care of the stock having thus been
attended to, the application may next be noted. Fig. 3 shows a section

STORES ORDER ORDER „„ ,437

DELIVER TO A/JL DEPT. tj_ DATE ^/2-//0 LOT NO. _2/

QUAN

DESCRIPTION

NO.

PEH^JNIT

TC0°TSA\

100

YaA/fa, ~fa> GLAAJtsTYlJuriJt,

^J-50

FILLED BV

6/6

CHECKED BY

7/2.

O'K1 STOREKEEPEK

*3*2>wi&L'

FOREMAN

C^-^^TTX^M/

Fig. 4. Stock Requisition Slip

Machinery. N. y.

of a page of a parts-list in common use. A requisition calls for part
4250 which is shown in parts-list as being located in section 1, tier A,
drawer 1 (1A1.) The stock clerk knows that 1 being odd, is located to
the left of the main aisle; A being the first letter of the alphabet, is
the first tier of section 1; and drawer 1 will be at the bottom of a
tier. One company, in mind at present, has its product divided into
sections, parts for which are drawn out, assembled and then returned
to the stock room and again drawn out combined with other assem-
blies, completing the finished product. Fig. 4 shows the form of stock
requisition slip which is given to the stock clerk, who turns to the card
or sheet shown in Fig. 5, looking up the corresponding number, which
readily locates the article desired. This order after being filled is
checked and forwarded to the office where, after being priced, it is
filed against the original order. It is not within the range of this
treatise to discuss systems of accounting, but it may be stated that
the best results will be obtained where the least time is lost between
filling the order and sending it to the accounting department.

No. 139— SHOP SYSTEMS

In handling steel bars of all shapes, iron pipe may be used in the
building structure, and the divisions marked with tin tags.

The stock card, Fig. 6, gives a record of the in-coming and out-
going material; and the stock clerk after making deductions, should
see that the amount in stock is above the low mark which is indicated
in the upper right-hand corner. As soon as filled these tickets should
be forwarded and old cards filed numerically per part number; but,
this work should be done by the stock-keeper and not by his clerks.
In every case where the ticket is to be forwarded or parts to be
ordered, the ticket should b€ placed on the stock-keeper's desk where
a glance at it will at once convey to him a knowledge of the way
things stand in regard to this particular article. Every card should
be gone over carefully before forwarding on account of arithmetical
errors which are always likely to occur; and, if the stock system is

Z 5~0

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NAME

SEC TIER COMP

ft.

Fig. 5. Stock-keeper's Location Card

used in connection with the so-called perpetual stocfr record system,
this is imperative as any difference between card and ledger will cause
delay in checking for the inventory.

The most important consideration in the organization of a stock de-
partment is the selection of the stock-keeper, who must be a good man
even if it be necessary to pay him the highest salary on the roll. This
man who has charge of what should be the most valuable department
in the plant, should be above the ordinary employe as regards both
ability and character, and one who is indifferent or incapable should
not be retained. Furthermore he should have sufficient capability to
assume full control of his department. By this 'it is not to be under-
stood that the stock-keeper is to be allowed to adopt his own methods
regardless of the prevailing policy of the management, but that he
should be strong enough to fill his position without being constantly

STOCK-KEEPING SYSTEM

called upon to explain errors and accidents, for a man of this type
would never be able to manage a department.

Check Systems for Tool-rooms

In order to determine the best system for keeping track of the
tools lent to the workmen from the tool store-room, three methods,
as outlined in the following, were tried in a well-known shop employ-
ing about five hundred hands.

With the first methpd, each man had a number of checks in his
own keeping, and one of these was deposited with the store-keeper for

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LOCATION / CO/.

LOW MARK 5 0

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OUT

ON HAND

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EXAMINED

AND
FORD

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ORDER NO.

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FRONT

BACK

Machinery, N.Y.

Fig. 6. Card for Recording Stock in the Stock-room

each tool borrowed. This check was hung near the space previously
occupied by the tool lent, in the usual manner.

As the foregoing method was somewhat unsatisfactory, all checks
were collected from the workmen, and kept on a board in charge of
the store-keeper, from which they were removed and hung, as in the
first case, when tools were borrowed.

The second method also proved unsatisfactory and was abandoned.
Loose printed slips of paper were then distributed in suitable boxes
about the works, and each man was obliged to write on a slip his
pay roll check number, what tool he required, the date, and his signa-
ture. This slip was then handed to the store-keeper in receipt for the
tool borrowed, and the slips filed away in card cases, in numerical
order, back of guide cards arranged to suit the various classes of
tools, such as taps, reamers, cutters, etc. When the tool was returned,
the slip was handed back to the man to be destroyed.

The first two methods are the ones commonly used where there is
a tool store-room, some firms preferring one, and some the other. The

16 No. 139— SHOP SYSTEMS

first method was abandoned by the shop in question' after a twelve
months' trial, because the men could not, or would not, take care of
their checks, and if one of these were lost, there was nothing to pre-
vent its being used by another man, if he found it, for it was im-
possible for the store-boys to know whether every man handed in the
proper check or not. Again, checks would occasionally get misplaced,
causing considerable trouble. Various means were taken to prevent
these troubles, but without success, and finally the second method
was adopted. This was also given a twelve months' trial, and, if
anything, proved rather worse than the first, as the store-boys mis-
placed the checks, omitted to replace them on the board when tools
were returned, or, if there was more than one check on the hook,
sometimes took off the wrong check. No doubt some of the men con-
tributed to the trouble by losing or mislaying a tool, and then claim-
ing that it had been returned and that the boy had forgotten to re-
place the check on the board. The third method has proved more suc-
cessful than either of the other two. Of course, it takes longer to
write out the slips, arid there is a slight expense for paper, printing,
etc., but this expenditure is more than offset by the satisfactory way
in which the system works.

Modifications of Check Systems

Some shops have endeavored, with certain additions to the metal
check systems, to make them more successful. In one case, a number
of checks stamped from one to thirty-one and of a different shape
than the other checks, are kept in separate boxes in a drawer and
used for each date of the month; they are used for the finer tools
only, such as standard plugs, etc. When a man gets a standard plug,
for instance, his check is placed on the pin where the tool is kept,
and a check with the date of the month is also placed on the same
pin, thus showing what day the tool was taken. At the end of the
month if the tool is still out, the man having it is looked up and if
he still wishes to use the tool, he must first return it to the tool-room;
another check is then put on the pin showing that the tool was taken
again on the first of the month. By this method the tool-room fore-
man knows where the tools are on any date of the month, and how
long they have been out. No trouble has been experienced with this
part of the system thus far.

Another modification makes use of duplicate checks in the follow-
ing manner. Each man has a number of checks in his own keeping,
as before. A check of different shape, with the name and size of tool
stamped on it, is placed on a pin near each tool on the shelf or in the
drawer. When a man calls for a tool, he gives his check, and, in re-
turn, receives in addition to the tool, the check with the name and
size of tool on it; it is really an exchange of checks. This system
would tend to prevent the men or boys who give out the tools, from
placing the wrong check on the peg of some missing tool and holding
the wrong man responsible for it, because the man who has the tool
also has the check to show for it; furthermore the men sometimes

FOLLOW-UP SYSTEM 17

forget what tools they have out on check, either by lending or mis-
placing them, and in such a case the check with the name and size of
tool on, would be a reminder. This system, in which there is an ex-
change of checks, is in use and has proved satisfactory.

CHAPTER III

AN EFFECTIVE FOLLOW-UP SYSTEM

The primary consideration in introducing new methods of manage-
ment, is whether or not an adequate return will be derived from the
expenditure involved. Such return may be either direct or indirect,
but it must be sufficient to offset both the cost of introducing the new
method and the operating and maintenance costs, and still leave the
required margin or profit. When the project is of a size which in-
volves a large outlay of money, it is obvious that the most careful
study must be given to every detail of the proposed plan.

It is the purpose to outline, in this chapter, a follow-up system for
keeping an account of the materials used in a factory engaged in small
interchangeable manufacture, and also of the progress made by dif-
ferent orders in passing from department to department in the course
of manufacture. This system was introduced to remedy certain evils
that are likely to arise in any manufacturing establishment, and the
man responsible for it was particularly fortunate in that he was not
hindered by considerations of expenditure. This fact is mentioned
because, had considerations of expenditure been- carefuly weighed be-
fore the benefits derived from the change had been demonstrated, it
is probable that the new system would have been one of the many use-
ful ideas "adorning the shelf," owing to the large initial and up-keep
expenses. It may be mentioned that lack of perception on the part of
the management is often responsible for discarding valuable ideas
from failure to see the advantages which they possess, and unwilling-
ness to bear the burden of what appear to be unreasonable expenses.

Before explaining the workings of the follow-up system described,
it will be of interest to outline briefly the conditions which were
responsible for bringing it about. As previously mentioned, this sys-
tem was introduced through necessity, and the same may be said of
the changes which are made in many industrial establishments. When
a factory is engaged in the manufacture of small tools or similar
products, turned out in large quantities, a great many letters are re-
ceived containing the vexing question, "When will you ship?" If
these inquiries are not answered promptly and truthfully, the people
v/aiting for the shipment of their orders will often be put to consider-
able inconvenience, as it is likely that they have planned and laid out
their work with such promises of shipment in view. If these promises

18 No. 139— SHOP SYSTEMS

are not kept, the orders will frequently be cancelled or repeat orders,
at least, will not be received by the manufacturer. It was due to the
distrust created among prospective purchasers, through giving evasive
answers to inquiries about dates of shipment, and failure to keep
promises, which led to the development of this follow-up system. This
system is, with some modifications, in use in one of the largest fac-
tories of its kind in the United States, and after more than three
years' experience, it has demonstrated its ability not only to remedy
the evils which previously existed, but also to improve manufacturing
conditions, so that the work of the sales department has been made
far more efficient.

Benefits of a Follow-up System

The benefits derived from this system may be briefly outlined as
follows:

1. It enables the management to tell the date on which any
order will be finished and ready for shipment, without having to go
out into the different manufacturing departments, and with a
minimum expenditure of time.

2. To systematically follow up all work — promised and un-
promised from one department to another, and thus receive warning
of any delays or mishaps which may occur.

3. To tell at short notice in which department any order is at
any time.

4. To tell at equally short notice how long an order has been in
any department at a given time, thus making it possible to investi-
gate causes of delay and take steps to remedy them.

5. To find out how many orders a department has on hand, thus
making it possible to trace congestion and investigate the cause, i. e.,
shortage of help, equipment, etc.

6. To afford a means of creating watchfulness on the part of
department heads in regard to the time taken in the execution of
orders.

As a result, it is impossible for men who are responsible for delays
to avoid censure by such time-worn excuses as, "I did not understand
it that way," "I mislaid the instructions," "I did not know," etc. As
the foremen know that the follow-up system affords a sure method of
placing responsibility for any hitch that may arise in the execution of
an order, they are quite careful to make investigations on their own
account before their superiors have been advised in regard to any
delinquency that may have occurred in their respective departments.

To those who are intimately in touch with the details of operating
a modern plant, it may seem that any follow-up system is a needless
expense, especially if the goods manufactured are of a standard kind
(not necessarily size). In most lines of manufacture, however, even
standard articles consist of several parts, and in order to turn out the
finished product these parts must be finished and made ready for the
assembling department long before the supply of finished product has
been exhausted. In such cases, a follow-up system is necessary for

FOLLOW-UP SYSTEM 19

tracing the parts of the coqa-pleted product through the different de-
partments of the factory. Under these conditions, the system can be
reduced to its simplest and most inexpensive form, its chief function
being to follow up orders, consisting of a limited number of either
parts or complete articles, finishing them before the supply is
exhausted.

The system has its greatest usefulness, and is, in fact, an absolute
necessity in establishments manufacturing small products of many
sizes and many kinds, where a great variety of stock must be kept on
hand at all times. It will also prove itself of more than ordinary
value to an establishment where the departments have been grouped
according to operations as is now nearly universally the case. The
advantage of this method is that each department is run by an expert
who operates the type of machines used in his department according
to the most economical method, thus making them produce more and
better work than would be possible if the product were made complete
in a single department. The saving effected by this method is limited
by the loss of time which is involved in moving the work from one
department to another, in getting started in each department and by
such necessary operations as counting, inspecting, etc. Where a fac-
tory is run on this method, without the use of an efficient follow-up
system, it will not be long before trouble will be encountered from
failure to keep promises in regard to shipment dates, through finding
the supply of raw material suddenly exhausted, etc.

Causes of Delay in Finishing: Orders

The most important features governing deliveries in any manu-
facturing plant are the stock and store-rooms for either finished parts
or the complete product. Such being the case, it will be well to in-
vestigate some of the causes which are responsible for failure to supply
these departments with goods in the required quantity and at the
specified time. The causes may be outlined as follows:

1. Non-anticipation of large orders and the receipt of a number of
small orders at the same time.

2. Shortage of raw material and failure to get in a fresh supply
in time to meet existing requirements.

3. Failure to obtain additional equipment in time to meet existing
requirements.

4. Lack of system in ordering stock, resulting in failure to issue
orders to the factory in time to allow them to be completed before the
stock on hand has been exhausted. The department having this work
in hand should have intimate knowledge of the capacity of each de-
partment, as well as of the entire factory, so that it is possible to
foretell exactly the amount of time required to complete any order
which is issued.

5. Delays resulting from resetting automatic machinery to adapt it
for a new class of work.

6. Delays caused by premium or contract systems where depart-
ment foremen evade changing machines from one kind of work to

20 No. 139— SHOP SYSTEMS

another, in order to secure the greatest possible financial gains for
themselves and their men.

7. Failure of the management to see the advantage of investing
money in finished material, blanks, castings, and raw material. This
condition is most pronounced in times of depression, which are best
suited for "stocking up," as labor is cheapest at such times and manu-
facturing can progress unhampered by special orders that must be
completed by a specified time.

Nearly all of these causes of delay were remedied in less than
eighteen months by the follow-up system described. This was due to
the fact that the system automatically calls attention to conditions
responsible for delays, and keeps everyone from the manager and
"superintendent to the foreman and his assistant, informed of the con-
ditions that have to be met in order for shipments to be made at a
specified time. After a careful investigation of the causes of delay
outlined in the preceding paragraph, it may be stated that the failure
to keep an adequate supply of materials on hand is responsible for the
greatest amount of trouble. The other reasons outlined suggest
methods of avoiding them, so that little comment is necessary. It
\vill prove worth while in the long run to keep a few surplus ma-
chines and a reserve quantity of finished parts, blanks and raw ma-
terial on hand. This will make it possible to take care of large orders
that come in unexpectedly or a number of small orders received simul-
taneously, without impairing the operation of the factory in any way.

There is no excuse for any plant manufacturing a product for
which there is a continued demand, not providing itself with a sur-
plus supply of finished product. It is a conceded fact that the growth
of any industry is dependent upon its ability to meet the demands of
its customers, both as regards quality and prompt service. The cus-
tomer scarcely considers whether his order is too large for your
establishment or whether there are other orders on hand which must
be filled before his receives attention. The result is that the factory
Avhich is able to fill orders promptly usually gets the business. The
question of quality is taken for granted, and the manufacturer who
neglects this feature will find himself unable to meet the keen com-
petition that exists in practically all lines.

Value of Surplus Stock and Equipment

The preceding may be summarized by stating that in order to meet
possible demands of customers for immediate delivery, one of two
conditions must exist in the factory. The stock-room must either be
well filled with finished product or finished parts of which the product
consists, so that it is merely a matter of assembling them for prompt
shipment, or else the factory must have an equipment large enough
to take care immediately of large orders and finish them without de-
lay. The first condition may be fulfilled by issuing orders to the fac-
tory in sufficient quantity and far enough ahead to enable the parts to
be finished before the supply of stock on hand is exhausted. (It is
suggested, in this connection, that when the supply on hand has been

FOLLOW-UP SYSTEM

reduced to an amount equal to /the number of pieces sold during any
previous year, another order for an equal quantity should be issued
immediately. The machine and tool equipment should also be large
enough to produce such a number of pieces in a year.) While most
manufacturers are willing to invest in reserve equipment, they are
unwilling to keep a surplus stock of product on hand. It is reasonable
to assume that the capital invested in extra equipment provided to
meet emergencies is equal at least to that necessary for keeping a suf-
ficient quantity of finished product on hand to meet such emergencies.
In most cases, however, the capital invested in finished product 'is
less than that required for a sufficient reserve equipment, and this
advantage is further emphasized by the fact that shipments can be
made immediately upon the receipt of orders, when the product is on
hand in the store-room. In addition, the capital will be turned over
more rapidly, as it is not necessary to wait while the product is being

CUSTOMERS
ORDER NO.

OUR
ORDER NO.

NO. PIECES
WANTED

KIND OF TOOLS
WANTED

WILL FINISH
DATE

FILLED IN
BY OFFICE OR
(STOCK DEPT.)

FILLED IN
BY FOLLOW-UP
DEPT.
AND RETURNED
TO OFFICE WITH
ORIGINAL LET.
OF INQUIRY.

Machinery

F
BEF(

LLED IN BY ;

RE BEING SENT T

>TOCK DER-R"

> FOLLOW-UP DEPT.

Fig. 1. Form used to follow up an Inquiry Regarding Date of Shipment

made before it can be shipped on a given order. It seems scarcely
possible that this fact can escape the attention of the management of
so many manufacturing establishments, especially when the product
so "stocked" can generally be produced at less expense than when
made under average conditions. The solution is seemingly found in
the fact that equipment does not show up on the books in the same
way as finished product. In considering this subject, it should also
be borne in mind that immediate shipment is a means of adding to
the list of satisfied customers, who will send in repeat orders as the
result of efficient service.

The Follow-up System

Having thus outlined some of the more important reasons for the
use of a follow-up system, and the conditions over which it has con-
trol, the system which has many original features, and which has been
proved to be more efficient than other systems coming under the
author's observation will be described. In order to make the explana-

No. 139— SHOP SYSTEMS

tion readily understood, certain minor details such as shipping and
factory order forms will be omitted. Suffice it to say that the forms
in general use for such purposes can be adapted to almost any system
with satisfactory results. In starting upon an explanation of the work-
ings of this system, it will be assumed that any inquiry as to the date
of shipment of an order is received by the office. This inquiry usually
carries the customer's order number, and is generally given a factory
order number by which it is known until the order has been completed
and shipped. The inquiry is immediately turned over to the stock de-
partment with the tag shown in Fig. 1 attached to it. The customer's
order number is generally filled in by the office, but in certain cases

CUSTOMER __
ADDRESS.

CUSTOMERS
NO.

OUR
NO.

NUMBER AND KIND OF TOOLS
WANTED

DATE
SHIPPED

Machinery

Fig. 2. Card Index kept by Stock Department

where the customer's original order number is on file in the stock
department, the tag is left to be filled in when it reaches that point.

The stock department keeps a card index, of the form shown in Fig.
2, on which the factory order number is given opposite the customer's
order number in cases where the goods are not in stock and have to
be made. If no number appears on the card opposite the customer's
order number, it signifies that the goods have already been shipped,
the date of shipment being recorded in the column marked, "Date
Shipped." If shipment has not been made, which is shown by the
fact that no notation appears in column 4, and if no number appears
in column 2 it shows that shipment can be made from surplus stock
on hand. These cards are indexed according to names, and it will be
noticed that one or more cards are used for each customer and that
each card takes care of several orders.

FOLLOW-UP SYSTEM

£=$

100

DATE (
NAME

ORDER
PROMIS
DESCRI

ORD

3F ISSUE OF W
OF CUSTOMER
(»
NO.

ER TRACER
o

• STOCK— WRITE "STOCK" HERE)

i1
>ED

PTION OF TOOl

NAME OF
DEPT.

DEPT.
NO.

LEFT
THIS
DEPT.
DATE

MUST LEAVE
THIS DEPT.
DATE

REMARKS:
REASON FOR DELAYS
ETC.

CUT-OFF

CHUCKING

<o ^ •

T ? *~

TURNING

MILLING

CO til °

INSPECTING

2 0 0

HARDENING

I < 0

H z h

GRINDING

INSPECTING

1 ss

o z-S

0 S £0

-ifj

« 8 i

GIVING EACH DEPARTMENT A NUMBER SAVES
WRITING OUT THE NAME OF THE DEPARTMENT
ON "DAILY REPORT", ETC.

THIS IS FILLED IN BY ROUTE CLERK AND IS A COPY
OF ROUTE CARD GOING WITH W.O. DATES "MUST
LEAVE" ARE NOT IN ROTATION AS THE WORK DOES
NOT ALWAYS TRAVEL IN THE ORDER IN WHICH NAME
OF DEPT. IS GIVEN IN COL. 1

FILLED OUT FROM FOREMAN'S REPORT TO SUPER-
INTENDENT BY FOREMAN SENDING THE WORK.

1234 5 Machinery

Fig. 3. Order Tracer Card Index kept by Follow-up Department

No. 139— SHOP SYSTEMS

If the order is special (not in stock and not finished), the inquiry,
with the tag shown in Fig. 1 attached to it, is immediately turned over
to the follow-up department for answer in regard to the date on which
delivery will be made. All of the columns on the tag, shown in Fig.
1, except the last one, have been filled out by the stock department,
the date being taken from what is known as the shipping order which
includes all details in regard to the items covered by the order.

The follow-up department refers to the order tracer card file, the
form of which is shown in Fig. 3. These cards are filed in numerical
order, one card being provided for each order number, and show the
location of any order in the factory at any specified time. Conse-
quently it is known how far the work has advanced, and also the date

PROMISED
9

DATE

•

•MMMTI

Fig. 4. Work Calendar showing Dates on which Orders must be Finished

on which the work will be finished. A record is also kept on this file
of any delay that has occurred, the department in which it occurred
and the reasons for the delay, reference being made to the superin-
tendent's "Reasons for Delayed Orders" file for this information.
Every foreman is required to report to the superintendent at the end
of each day's work in regard to every order which could not be finished
and sent on to the next department as required by the schedule. When
a department foreman receives an order, he marks the number of
the order on his work calendar in the column opposite the date on
which the operation must be finished by his department. One of these
calendars, shown in Fig. 4, is generally hung up in the office of the
foreman to afford him a means of looking ahead to make sure that all
orders will be finished on time, according to the schedule laid out by
the route clerk.

FOLLOW-UP SYSTEM

ESTIMATE AND ROUTE CARD

(MUST ALWAYS TRAVEL WITH ORDER IN ENVELOPE)

ORDER NO.

DESCRIP1

CUSTOMS

'ION

NAME OF
DEPT.

DEPT.
NO.

ROUTE

MUST
LEAVE
THIS
DEPT.
DATE

ACTUAL
DATE
OF
LEAVING
DEPT.

REMARKS:
REASON FOR DELAYS

ETC.

CUT-OFF

CHUCKING

TURNING

MILLING

INSPECTING

HARDENING

GRINDING

INSPECTING

, '

WHEN OPERATION IS DONE SEND WORK
W TO DEPT. NEXT IN ROTATION.

FILLED OUT BY ROUTE CLERK
FROM CAPACITY CARDS.

01 FILLED OUT BY DEPT. FOREMAN.

0) FILLED OUT BY DEPT. FOREMAN.

Fig:. 5. Estimate and Route Card which follows an Order
through the Factory

The date on which the work or operation must be completed by any
department or foreman will be found on the "Route and Estimate"
card shown in Fig. 5. These cards are filled out by the route clerk
before the orders for the work are sent out to the factory, and follow
the orders for the work from one department to another until the order

No. 139— SHOP SYSTEMS

is completed. These route cards not only show when each operation
must be finished, but also the order in which the work is passed along
from department to department, as shown in column 3. Referring to
Fig. 5, it will be seen that after the chucking operation is competed
in Department 2, the work must be sent to Department 5 for inspec-
tion, then to Department 4 for the milling operation, and so on until
it is completed. Before the work leaves any department, the actual
date of leaving is filled out on the route and estimate card by the fore-
man of the department. This is done at the same time that the daily

OF OR!

NAME OF DEPT. ..

DAILY REPORT

)ERS HAVING TO-DAY LEFT THIS DEPT.
DATE

NAME OF
DEPT.

DEPT.
NO.

DATE OF
PROMISE
OF
ORDER

ORDER
NUMBER

ORDER
SENT TO
DEPT.
NO.

REMARKS

CUT-OFF

CHUCKING

TURNING

MILLING

INSPECTING

HARDENING

GRINDING

INSPECTING

Machinery

(DEPT. FOREMAN)

Fig. 6. Form used by Foremen in making- Daily Reports

report, shown in Fig. 6, is filled out, and the foreman receiving the
work will be certain to report any errors in these dates to the follow-
up department, if the route cards are dated unfavorably to him. This
affords a method of checking the accuracy of the daily reports when
they are being recorded on the tracer card file by the follow-up clerk.

The plan of having the foremen report any delinquincies or causes
for failure to complete an order in accordance with the schedule, is one
of the best guarantees that the work will be finished on time. As the
superintendent is kept constantly in touch with the progress of each
order by this method, he is able to take the necessary steps to prevent

FOLLOW-UP SYSTEM

a constant recurrence of delays in any department, and this is largely
responsible for the success which has been obtained from the use of
this system.

With the data available through the records kept by this system, it
is possible to answer inquiries in regard to the date of shipment im-
mediately and with a reasonable degree of accuracy, without having

ROUTE CARD

COLLETS &2 SCREW MACHINE

ALL SIZES COLLETS FOR THIS MACHINE TAKE SAME ROUTE;
ALSO ALL SIZES FOR *3 AND ^4 SCREW MACHINE.

ROUTE

DEPARTMENT

No. OF
DEPT.

REMARKS

CUT-OFF

CHUCKING

TURNING

MILLING

INSPECTING

HARDENING

GRINDING

INSPECTING

\THIS (
MADE

OLUMN PILLED IN
OUT IN CASE OF

-AND CAN
CHANGE IN

BE CHANGED OR NEW CARD
EQUIPMENT OR METHODS.

4"
Machinery

Fig. 7. Route Card for Collets for No. 2 Screw Machine

to go out into the manufacturing plant for the purpose. It will be
seen that the tracer card file, shown in Pig. 3, is the key to the whole
situation. As previously mentioned, these tracer cards are made out
before the orders go to the factory and are checked every day from
the daily reports shown in Fig. 6. The route outlined on the route
and estimate card, shown in Fig. 5, is, of course, an exact copy of the
route card illustrated in Fig. 7 for the particular class of work which

No. 139— SHOP SYSTEMS

CAPACITY SHEET— PER HOUR-PER DAY OF 10 HOURS

COLLETS ^2 SCREW MACHINE

DEPART-
MENTS

CAPACITY-SIZE

REMARKS

:5i

CUT-OFF

CHUCKING

TURNING

MILLING

INSPECTING

HARDENING

GRINDING

INSPECTING

Machinery

Fig. 8. Capacity Sheet for No. 2 Screw Machine Collets

o
o

ORDERS IN PROCESS -PROMISED

COLLETS— 2 SCREW MACHINE

SIZE

QUAN-
TITY

ORDER

NO.

CUT-

DAT

E PROMIJ

Machinery

Figr. 9. Sheet giving Record of Orders in Process of Manufacture

FOLLOW-UP SYSTEM 29

is being made. In this connection, it may be mentioned that the
routes followed through the factory by many classes of work are
practically the same.

Determining- the Capacity of the Factory

The capacity sheet, shown in Fig. 8, although not directly connected
with the follow-up department, plays an important part in the oper-
ation of the factory. These sheets show the capacity of each depart-
ment for all the different operations which it handles. They are kept
in a special loose-leaf binder, so that changes may easily be made in
case of the addition of new machinery or methods in any department.
The left-hand pages of the sheets kept in this binder enable the route
clerk to determine the capacity of any department for a given opera-
tion at a glance, and the right-hand pages, shown in Fig. 9, give a
record of all the orders in the factory that must be handled by the
different classes of tools, the capacities of which are given on the
capacity sheets. The dates on which these operations must be com-
pleted are recorded! so that when a new order is issued an accurate
estimate of its date of completion may be made.

The follow-up clerk checks the number of each order which has
been passed on to a new department and the departments to which
the work was sent from the daily reports, when checking up the tracer
cards each morning. In so doing, he finds any discrepancy between
the date on which the work was finished and the date when it should
have been finished, according to the schedule. He may refer to the
superintendent's file to obtain the reason in case of delay.

Although this system may be said to fill all of the requirements of
following up the progress of orders through the factory, and keeping
them moving according to schedule, it is lacking in certain respects.
For example, how can a factory manager or superintendent determine
the number of orders that a certain department has on hand at any
time from a qard index? How are such officials going to find out
(without the assistance of a lot of clerical help and a lot of red tape)
how long an order has been held in a given department? How are
they going to know if promises are kept? For this purpose, the
"Follow-up Rack" was designed, of which two sections are shown in
Fig. 10, and which the writer believes to be an entirely new feature in
follow-up systems.

This rack consists of twelve sections, one being provided for each
month in the year, and is used to keep a record of progress of the
work in the factory. A small card, of the form shown in Fig. 11, is
made out at the same time that the estimate card is made out when
an order is sent to the factory. Referring to Fig. 11, it will be seen
that one side of this card has spaces for the order number, the name
of the customer, the date on which delivery is promised and a descrip-
tion of the product called for by the order. The opposite side shows
the different operations that must be performed on the work, the dates
when the work should leave the different departments according to
the schedule, and the actual dates upon which it did leave these de-

No. 139— SHOP SYSTEMS

jnnnooflQnQQQO

— 4

E-SI

§ -2

OJ *O <D

en <D -M
O> > *2

£ = £S

0 U '" rH

! SS|
lie

^ -^ *H O

t^ ra 4_> 4->

^ ^3 w oj cc

S o o 01 «
, S EH S o

•a - tn

I = 1 1 ;

. £§S2

o ^_,

i s i

E i S 5

0 ^3 "-

-I1

o H ^ .2

02 r-T

7-1 O ^ 5

bib W) fe

1 5 1

a - g I

C tj O -g

0) c 43 ;-

I*1 « 8

FOLLOW-UP SYSTEM

in Column 2 by. the route clerk/'at the same time that he is filling out
the estimate and tracer card, the clerk refers to the capacity sheet,
Pig. 8, and to the promised order sheet, Fig. 9, to find if the order can
be completed by January 28, which is the date specified for delivery.
He then files the card in the 28th column of the January rack, opposite
the department in which the first operation is performed. The card
is then moved up or down in this column, keeping it opposite the de-
partment to which the work has been transferred until the work is
completed. The proper location for the card is found from the daily
report, which not only indicates to which department the work has
been sent, but also the date on which the order was promised for

SPECIAL

WO Nn.

DATE

PROMISED COMPLETE

DESCRIPTION

CUSTOMER

FRONT

h-
U.
UJ

-I

°%

;OF

)LL

, F

IG.

Q.
O

LL
0
h-

[CHUCKING

[TURNING

[INSPECT.

| HARDEN.

[GRINDING

[INSPECT.

BACK

Machinery

Fig. 11. Follow-up Rack Card for Special Orders

delivery. This enables the position of the card in the rack to be im-
mediately found, and also the date on which it was promised.

The card remains in the 28th column until the order is completed,
after which it can either be thrown away or filed for future reference.
This arrangement enables one to see at a glance just how many orders
are promised to be completed, and if they are not finished on time
this is immediately indicated by the appearance of the cards in the
rack for dates already passed. This naturally causes everyone con-
cerned to push the work along with all possible speed, and constitutes
a gage of efficiency for both the department foremen and the follow-up
department. This rack also makes it possible to look ahead, and if
there appears to be any doubt in regard to a given order being unfin-
ished by the specified date, there is ample time to take the necessary
steps to avoid such a contingency.

No. 139— SHOP SYSTEMS

All twelve racks are arranged in a single horizontal row, and by
looking along the row it is possible to form an accurate estimate of
how many orders a given department has on hand at any time, which
could not otherwise be easily done. By looking at the back of the
card, it is possible to see just when the work should have been com-
pleted in a given department, and when it actually was finished, the
backs of the cards being filled out by the follow-up clerk from the
daily reports sent in by the foremen. These data are especially valu-
able in cases where delay has occurred, as the department where the
delay occurred can be instantly located without having to refer to
the order tracer file.

It will readily be seen that the capacity records involve a good
deal of expense, not only in getting them up but in keeping them

STOCK

w.n. NO. P

DATF

ROMISFD COMPLETE:

npsr.RiPTioN

FRONT

0 0
jUI

(

M I

M 4

, 1

1C.

K
3

[CHUCKING

[TURNING

[INSPECT.

.-•
I

[GRINDING

[INSPECT.

BACK

Machinery

Fig. 12. Follow-up Rack Card for Stock Orders

up-to-date. It has been found however, that these records are an actual
necessity, whether a follow-up system is used or not, and conse-
quently this expense cannot justly be entered on the books against the
follow-up system. The advantages secured through the follow-up sys-
tem and follow-up rack which have been described are far-reaching in
their results. The heads of manufacturing companies have not gen-
erally much time for details, and the use of this system keeps them
informed of nearly all the conditions in the plant that are of vital
importance. Very little time is required to secure this information,
and, best of all, they can determine just what these conditions are
without spending valuable time in going about the factory. Figures
and data are often misleading and errors or unintentional deceptions

ROUTING SYSTEM 33

entering into the reports of subordinates are very frequently responsi-
ble for serious complications. Where this system is used, however,
such deceptions are impossible and the management is thus protected
from both deserved and undeserved criticism of customers, which leads
to the loss of future orders. Hence, this follow-up system may be
said to constitute one of the most productive non-productive depart-
ments in any manufacturing establishment.

CHAPTER IV

ROUTING SYSTEM IN A MACHINE TOOL SHOP

Of shop systems, like books, there is no end, and again like books,
there are good and bad systems. Any shop system must be judged by
what it accomplishes and the cost of its administration. The simpler
a system, other things being equal, the better it is when judged from
the practical man's point of view. The following system of routing
work through a machine shop is that used in the building of hori-
zontal boring machines by the Lucas Machine Tool Co., Cleveland,
Ohio, and is commended for its simplicity and the complete control
and knowledge of the progress of work through the shop.

The detail drawings are made on sheets 19% by 26 inches. The
sheets are divided into sections, the size varying according to the size
of the parts shown. The largest number of divisions of the sheet is
sixteen, these being obtained by three horizontal and three vertical
lines. This size is used only for the small simple details that can be
clearly delineated in the available space. In all, there are five sizes
of divisions up to and including one half the sheet. The scheme is
illustrated in part in Pig. 1. At the bottom, space is reserved for
the operation numbers and records of progress.

Two blue-prints are made of each group of details in the drawing
room and issued for each lot of twenty-four machines. One print is
made of paper and is kept in a binder in the shop office. The other
print is made on cloth and is cut apart, making as many individual
prints as there are separate details on the sheet. These are punched
at the top and provided with a ring to which is attached a routing tag.
The routing tag is filled out in the shop office and sent into the shop
with its blue-print to accompany the parts until finished and de-
livered to the assembling floor or the store-room.

For the purpose of illustration the 4-pitch 23-tooth first driving
bevel gear has been chosen. This detail, shown on the sheet Fig. 1,
is shown detached in Fig. 2 with its routing tag attached. The sym-
bol of this part on the drawing is 32—139, in a circle. The first num-
ber is the machine number and the second is the pattern number, in
case the piece is a casting. Each operation for each piece on the sheet

No. 139— SHOP SYSTEMS

1-OfilVING n/U£

i-nRivma CHAIN SPROCKET SLeeve

v.
I

«o r

Fig. 1. Detail Drawing showing Operation Numbers and Record of Progress

ROUTING SYSTEM

is designated in the operation sheet at the bottom of Fig. 1, in the
spaces opposite the part symbol. The operations on the chosen piece
are 12-a, 12-b, 13, 16, 24, 9, 15 and 20, these being "turret chuck" (a
and b), "gear cutter," "keyseater," "store-room," "lathe," "milling ma-

ROOTANGLE 39*48'

SEGMENT NO. /Z

TOOTH ANGLE 3°44'
THROW // S°

l-c*-%

YWG BWEL GFAR

P^BT NUMBER

•?3-T.

BLOCK

3°^' urn

#-/?* —

T~"C

1
<

I 5

tiKrenfr i

OIOIRED FO

HIST86S m).

T8MAK » '->

PIECES IS ST8SI M

\iw FSS mwm it.^-.

Fig. 2. Detached Detail Drawing with Routing Tag

chine," and "fitting" as will be seen in the accompanying schedule of
operation numbers.

It will be noted that this schedule gives the name of the operation
in some cases, but in more it gives the name of the machine. The
reason for this is that the individual operations on the lathe, milling
machine, etc., are minutely specified in separate lists that accompany
the routing tag and blue-print when required to follow out the order

No. 139— SHOP SYSTEMS

that has been determined in the planning department. These lists
of operations are typewritten and blue-printed, &nd are pasted on the
back of the shop blue-prints.

No o6S

ORDER NO.

PIECE NO.

OPERATION ...

'NO. PCS. -> ^—- NO. PCS.

ORDERED .^C.O FINISHED

.CARD .. ...DATE

DATE

MOR^MNQ_ _[ AFTERNOON 'fTIME

IN | OUT \ IN

• 1 17 |
'

1-18

OUT

; :

OUT

Fig. 3. Top Portion of a Cost Card

1. — Planing

2. — Boring Machine

3. — Drilling Machine

4.— Helping

5. — Cleaning Castings

6. — Painting (includ-
ing filling and
rubbing)

7. — Cutting off

8. — Centering

9.— Lathe

Operation Numbers

10. — Lo-swing Lathe
11.— Turret Bar
12.— Turret Chuck
13. — Gear Cutter
14.— Thread Milling

Machine

15.— Milling Machine
16. — Keyseater
17. — Grinder
18. — Polishing
19. — Scraping

20.— Fitting

21. — Miscellaneous
hand work

22. — Erecting

23. — Inspecting

24. — Store Room

25. — Graduating

26.— Spindle Boring
Machine

27. — Auto. Turret Ma-
chine

The first operation on the bevel gear blank is chucking in the
Gisholt turret lathe and performing operation "a." This operation is
boring, facing and turning the surfaces designated by the line a in
the drawing, which starts in the bore and terminates at the outer
angle of the tooth section. This line is broken, the break being one
short dash. One short dash indicates that it is the first operation.
The second operation "b" is indicated on the drawing by another
broken line 6, the break consisting of two short dashes. Of course,
the operator on the turret lathe does not change from one operation

ROUTING SYSTEM

to the other on each piece. He does one operation on each piece first
and then changes his chuck and tools to do the second operation, and
so on.

When the lot of castings and the routing tag are delivered to the
turret lathe, a check mark is made by the clerk on the shop office
drawing, opposite the symbol. This mark shows that work has been
started on these parts. Further records are made from the cost
cards, a sample of which is shown in Fig. 3. The cost cards are of
the regular form supplied by the International Time Recorder Co.
and are stamped in a time recording clock when the job is started

PART NUMBER

-^"

BLUEPRINT No.

ORDERED FOR.

NUMBER OF EXTRAS

IN STOCK 0

/O 6 6

NUMBER OF PIECES

TO MAKE <X.O

PIECES IN STOCK ARE
READY FOR OPERATION No..

WORKMAN WILL BE HELD RESPONSIBLE FOR THE
CARE OF THIS TAG AND KEEPIN.G ITWITH THE
WORK.
Po.r.m No. 17

OPERATION
NUMBER

w ~°

0 "

i£ u

?.£

No.Rej't'd
Acct.
Material

No. Pieces
Spoiled

S"S
<u 5

Q- -i
Q o>

•Z. Q

Checked
Inspected

/2 0.-2

3.5

££

2 4

3-?

x±

£4

4//

Figs. 4 and 5. Front and Back of Routing Tag

and when completed. They are partly filled out by the shop office
clerk, the order number, piece number, operation and number of
pieces being the items entered. The cards then go to the foreman
who keeps them in a card rack with index tab cards to designate
the various operations. Thus there will be cards for practically all
the operations enumerated on the schedule of operations.

The turret lathe operator who machined the bevel gear blanks was
charged with twenty-five pieces, an extra piece being supplied to re-
place any casting found defective or spoiled. When he finishes opera-
tion 12-a and 12-b, the time of completion is stamped in the time
recorder, and the card is turned in to the foreman, who then gives the

38 No. 139— SHOP SYSTEMS

workman another job, and the cost card for the operation is stamped
in the "In" column. The cards for completed operations are col-
lected each morning, and the completed operations are marked off
on the shop office blueprints as indicated in Fig. 1 for operations
12-a and 12-b. The same is being done for all the other parts on this
sheet and on the other sheets for the lot of machines going through.

When the turret lathe man completes the lot of bevel gear blanks
and so reports to his foreman, the report means to the shop office
that the lot has been delivered to the machine for the next operation.
An order is not considered complete until the delivery is made.

The next operation in this case is gear cutting. Twenty-five turned
and bored blanks are delivered to the gear cutting department to-
gether with the routing tag and blue-print, Fig. 2. The operator to
whom they are turned over stamps the time of beginning in the "In"

32-106

JIG NO. 616 PART No. 32-109 DRAWING No 2-520

RACK 6 . SHELF £*L. . SECTION /'"',&

No. OFMACH. *| NO. 32 H.B.M. JIG FIRST)

NAME OF PIECE) -Driving pulley Sleeve & Chain USED ON> M.32-L2
Sprocket Sleeve.

REMARKS :

Jig for drilling oil and screw holea.

Loose piece - 13/32 Buah-

Fig. 6. Sample Index Card Showing Location of a Jig in the Tool-room

column of a cost card filled out for operation 13, and when the lot
is completed the time is stamped in the "Out" column as before. In
this case one blank was found defective when cut and twenty-four per-
fect gears were turned over to the keyseater for operation No. 16.
The next morning the cost card went into the shop office and opera-
tion 13 was checked off on the shop office record blue-print.

The orders for castings also originate in the drawing office, and
the prints are not issued to the shop office until the castings are
delivered by the foundry. The drawings are made to convey all neces-
sary instructions to the workmen. Thus when parts are to be drilled
or bored in jigs, the jig number is given on the drawing. For ex-
ample, the driving pulley sleeve and driving chain sprocket sleeve,
symbols 32—108 and 32—109, are drilled in jig No. 616. This jig
will be found in the tool-room in rack 6, on shelf E, in section 1 — 2.
The description of the jig and location are given on a card, Fig. 6,
kept in a card index in the tool-room.

ROUTING' SYSTEM ' 39

From this outline it will be understood that a constant record is
available in the shop office which shows from day to day the progress
of work on any lot of machines and the location of all parts. It
also shows the number of parts spoiled and indicates on what opera-
tion they were spoiled. The costs can be calculated for a machine
or lot of machines in any stage of construction. The system is much
more quickly comprehended than described, and its simplicity is
shown by the fact that one clerk attends to all its details after re-
ceiving the blue-prints from the drawing office.

Heat-Treatment of Steel

is one of a
series of
high - class
authorita-
tive, attract-
ive and well-
bound books
published by
MACHINERY.

The strong-
est claim that
can be made
for these
books is that
they have all
the charac-
teristics of
MACHINERY
itself.

These books
cover com-
prehensively,
and in a thoroughly practical manner, the most
important subjects in the metal-working field.

Each book comprises about 300 pages, printed
on high-grade paper, with engravings of the
same superior type that has made MACHINERY
distinctive in its field.

The price of each book is $2.50. Special com-
bination offers on a monthly payment plan will
be sent upon request.

MACHINERY

140-148 Lafayette St. New York City

51 and 52, Chancery Lane, London, W. C.

UNIVERSITY OF CALIFORNIA LIBRARY
BERKELEY

THIS BOOK IS DUE ON THE LAST DATE
STAMPED BELOW

Books not returned on time are subject to a fine of
50c per volume after the third day overdue, increasing
to $1.00 per volume after the sixth day. Books not in
demand may be renewed if application is made before
expiration of loan period.

NOV 27 1917

01 12 IMS

7Api>50GE

5 Om- 7,' 16

VC 539

UNIVERSITY OF CALIFORNIA LIBRARY

MACHINERY'S

HANDBOOK

For MACHINE SHOP
AND DRAF1INQ-ROOM

A REFERENCE BOOK ON MACHINE
DESIGN AND SHOP PRACTICE FOR
THE MECHANICAL ENGINEER,
DRAFTSMAN, TOOLMAKER AND
MACHINIST.

MACHLN ,-ises nearly MOO p. .u-pfully edi :

condensed data f-iating to the 'heory H aehine-1

industries. It is tl; 'id only conip] ;te handbook

the metal ,iU contains in compact ai *sed fo i.e

information and d .\ during ... twi>ntj

It is the one • uook in a library of mecli.

contains all that is of importance in the text books and treaties on met
engineering prat- rice. Price $5.00. (1£).

GENERAL CONTENTS

Mathematical tables — Principal m formulas in arithmetic and al-<

Logarithms and logarithmic tables- volumes — Solution of triangles

trigonometrical tables — Geometrical proposition and problems — Vjchanics — Strength of
materials — Riveting and riveted joints — Strength and proper': [ wire — Stn ;

and properties cf wire rope — Formulas and tables for spring ue.v.(?n — Torsional strength
— Shaftiu^ -Friction — Plain, roller and ball bearings — Kcyo u V — Clutches and

couplings — Friction brakes — Cams, cam design ari cam millin^ — Spur gearing — Bevel
gearing — Spiral gearing-- -Herringbone gearinpr — Worm gearing — Epicyclic Bearing — Belting
and rope drives — Transmiss. -n chain am! .ham dtivos — Crane chain — Dimensions of s;j all
machine details — Speeds and feeds of machine tools — Shrinkage and force fit allowan<
Measuring tools and 0;iging methoils — Change gears for spiral milling — Milling machine
indexing — Jigs and fixtures — Grinding and grinding wheels — Screw thread systems
thread grap . — Taps and threading dies — Milling cutters — Reamers, countfj bores and
twist drills — Heat-treatm«nt of steel — Hardening, casehardening, annealing — Testing the
hardness of metals — Foundry and pattern shop information — The welding of metals —
Autogenous welding — Thermit welding — Machine welding — Blacksmith shb*p information
— Bit, casting — Extrusion process — Soldering and brazing — Etching and etching flu.
Coloring metals — Machinery foundations — Application of motors to machine tools — Dynamo
and mot troubles — Weights and measures — Metric system — Conversion tables — Sp
gravity — Weights of materials — Heat — Pneumatics — Water pressure and flow of wa1
Pipes and piping — Luted and cements — Patents.

MACIIINEKY, the leading jourr .1 in the machine-building field, the originator
of the 25-cent Reference and Data Books. Published monthly. Subscription,
$2.00 yearly. Foreign subscription, $3.0-.

THE INDUSTRIAL PRESS, Publishers of MACHINERY
140-148 LAFAYETTE STREET NEW YORK CITY, L. S. A.

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