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PSYCHOLOGY AND
INDUSTRIAL EFFICIENCY
BY
HUGO MÜNSTERBERG
BOSTON AND NEW YORK
HOUGHTON MIFFLIN COMPANY
The Riverside Press Cambridge
1913
TO
HAROLD F. McCORMICK
PREFATORY NOTE
This book corresponds to a German book, which I published a few months
ago, under the title _Psychologie und Wirlschaftsleben: Ein Beitrag
zur angewandten Experimental-Psychologie_ (Leipzig: J.A. Barth). It is
not a translation, as some parts of the German volume have been
abbreviated or entirely omitted and other parts have been enlarged and
supplemented. Yet the essential substance of the two books is
identical.
CONTENTS
INTRODUCTION
I. APPLIED PSYCHOLOGY
II. THE DEMANDS OF PRACTICAL LIFE
III. MEANS AND ENDS
I. THE BEST POSSIBLE MAN
IV. VOCATION AND FITNESS
V. SCIENTIFIC VOCATIONAL GUIDANCE
VI. SCIENTIFIC MANAGEMENT
VII. THE METHODS OF EXPERIMENTAL PSYCHOLOGY
VIII. EXPERIMENTS IN THE INTEREST OF ELECTRIC RAILWAY SERVICE
IX. EXPERIMENTS IN THE INTEREST OF SHIP SERVICE
X. EXPERIMENTS IN THE INTEREST OF TELEPHONE SERVICE
XI. CONTRIBUTIONS FROM MEN OF AFFAIRS
XII. INDIVIDUALS AND GROUPS
II. THE BEST POSSIBLE WORK
XIII. LEARNING AND TRAINING
XIV. THE ADJUSTMENT OF TECHNICAL TO PSYCHICAL CONDITIONS
XV. THE ECONOMY OF MOVEMENT
XVI. EXPERIMENTS ON THE PROBLEM OF MONOTONY
XVII. ATTENTION AND FATIGUE
XVIII. PHYSICAL AND SOCIAL INFLUENCES ON THE WORKING POWER
III. THE BEST POSSIBLE EFFECT
XIX. THE SATISFACTION OF ECONOMIC DEMANDS
XX. EXPERIMENTS ON THE EFFECTS OF ADVERTISEMENTS
XXI. THE EFFECT OF DISPLAY
XXII. EXPERIMENTS WITH REFERENCE TO ILLEGAL IMITATION
XXIII. BUYING AND SELLING
XXIV. THE FUTURE DEVELOPMENT OF ECONOMIC PSYCHOLOGY
NOTES
INDEX
PSYCHOLOGY AND INDUSTRIAL EFFICIENCY
INTRODUCTION
I
APPLIED PSYCHOLOGY
Our aim is to sketch the outlines of a new science which is to
intermediate between the modern laboratory psychology and the problems
of economics: the psychological experiment is systematically to be
placed at the service of commerce and industry. So far we have only
scattered beginnings of the new doctrine, only tentative efforts and
disconnected attempts which have started, sometimes in economic, and
sometimes in psychological, quarters. The time when an exact
psychology of business life will be presented as a closed and
perfected system lies very far distant. But the earlier the attention
of wider circles is directed to its beginnings and to the importance
and bearings of its tasks, the quicker and the more sound will be the
development of this young science. What is most needed to-day at the
beginning of the new movement are clear, concrete illustrations which
demonstrate the possibilities of the new method. In the following
pages, accordingly, it will be my aim to analyze the results of
experiments which have actually been carried out, experiments
belonging to many different spheres of economic life. But these
detached experiments ought always at least to point to a connected
whole; the single experiments will, therefore, always need a general
discussion of the principles as a background. In the interest of such
a wider perspective we may at first enter into some preparatory
questions of theory. They may serve as an introduction which is to
lead us to the actual economic life and the present achievements of
experimental psychology.
It is well known that the modern psychologists only slowly and very
reluctantly approached the apparently natural task of rendering useful
service to practical life. As long as the study of the mind was
entirely dependent upon philosophical or theological speculation, no
help could be expected from such endeavors to assist in the daily
walks of life. But half a century has passed since the study of
consciousness was switched into the tracks of exact scientific
investigation. Five decades ago the psychologists began to devote
themselves to the most minute description of the mental experiences
and to explain the mental life in a way which was modeled after the
pattern of exact natural sciences. Their aim was no longer to
speculate about the soul, but to find the psychical elements and the
constant laws which control their connections. Psychology became
experimental and physiological. For more than thirty years the
psychologists have also had their workshops. Laboratories for
experimental psychology have grown up in all civilized countries, and
the new method has been applied to one group of mental traits after
another. And yet we stand before the surprising fact that all the
manifold results of the new science have remained book knowledge,
detached from any practical interests. Only in the last ten years do
we find systematic efforts to apply the experimental results of
psychology to the needs of society.
It is clear that the reason for this late beginning is not an
unwillingness of the last century to make theoretical knowledge
serviceable to the demands of life. Every one knows, on the contrary,
that the glorious advance of the natural sciences became at the same
time a triumphal march of technique. Whatever was brought to light in
the laboratories of the physicists and chemists, of the physiologists
and pathologists, was quickly transformed into achievements of
physical and chemical industry, of medicine and hygiene, of
agriculture and mining and transportation. No realm of the external
social life remained untouched. The scientists, on the other hand,
felt that the far-reaching practical effect which came from their
discoveries exerted a stimulating influence on the theoretical
researches themselves. The pure search for truth and knowledge was not
lowered when the electrical waves were harnessed for wireless
telegraphy, or the Roentgen rays were forced into the service of
surgery. The knowledge of nature and the mastery of nature have always
belonged together.
The persistent hesitation of the psychologists to make similar
practical use of their experimental results has therefore come from
different causes. The students of mental life evidently had the
feeling that quiet, undisturbed research was needed for the new
science of psychology in order that a certain maturity might be
reached before a contact with the turmoil of practical life would be
advisable. The sciences themselves cannot escape injury if their
results are forced into the rush of the day before the fundamental
ideas have been cleared up, the methods of investigation really tried,
and an ample supply of facts collected. But this very justified
reluctance becomes a real danger if it grows into an instinctive fear
of coming into contact at all with practical life. To be sure, in any
single case there may be a difference of opinion as to when the right
time has come and when the inner consolidation of a new science is
sufficiently advanced for the technical service, but it ought to be
clear that it is not wise to wait until the scientists have settled
all the theoretical problems involved. True progress in every
scientific field means that the problems become multiplied and that
ever new questions keep coming to the surface. If the psychologists
were to refrain from practical application until the theoretical
results of their laboratories need no supplement, the time for applied
psychology would never come. Whoever looks without prejudice on the
development of modern psychology ought to acknowledge that the
hesitancy which was justified in the beginning would to-day be
inexcusable lack of initiative. For the sciences of the mind too, the
time has come when theory and practice must support each other. An
exceedingly large mass of facts has been gathered, the methods have
become refined and differentiated, and however much may still be under
discussion, the ground common to all is ample enough to build upon.
Another important reason for the slowness of practical progress was
probably this. When the psychologists began to work with the new
experimental methods, their most immediate concern was to get rid of
mere speculation and to take hold of actual facts. Hence they regarded
the natural sciences as their model, and, together with the
experimental method which distinguishes scientific work, the
characteristic goal of the sciences was accepted too. This scientific
goal is always the attainment of general laws; and so it happened that
in the first decades after the foundation of psychological
laboratories the general laws of the mind absorbed the entire
attention and interest of the investigators. The result of such an
attitude was, that we learned to understand the working of the typical
mind, but that all the individual variations were almost neglected.
When the various individuals differed in their mental behavior, these
differences appeared almost as disturbances which the psychologists
had to eliminate in order to find the general laws which hold for
every mind. The studies were accordingly confined to the general
averages of mental experience, while the variations from such averages
were hardly included in the scientific account. In earlier centuries,
to be sure, the interest of the psychological observers had been given
almost entirely to the rich manifoldness of human characters and
intelligences and talents. In the new period of experimental work,
this interest was taken as an indication of the unscientific fancies
of the earlier age, in which the curious and the anecdotal attracted
the view. The new science which was to seek the laws was to overcome
such popular curiosity. In this sign experimental psychology has
conquered. The fundamental laws of the ideas and of the attention, of
the memory and of the will, of the feeling and of the emotions, have
been elaborated. Yet it slowly became evident that such one-sidedness,
however necessary it may have been at the beginning, would make any
practical application impossible. In practical life we never have to
do with what is common to all human beings, even when we are to
influence large masses; we have to deal with personalities whose
mental life is characterized by particular traits of nationality, or
race, or vocation, or sex, or age, or special interests, or other
features by which they differ from the average mind which the
theoretical psychologist may construct as a type. Still more
frequently we have to act with reference to smaller groups or to
single individuals whose mental physiognomy demands careful
consideration. As long as experimental psychology remained essentially
a science of the mental laws, common to all human beings, an
adjustment to the practical demands of daily life could hardly come in
question. With such general laws we could never have mastered the
concrete situations of society, because we should have had to leave
out of view the fact that there are gifted and ungifted, intelligent
and stupid, sensitive and obtuse, quick and slow, energetic and weak
individuals.
But in recent years a complete change can be traced in our science.
Experiments which refer to these individual differences themselves
have been carried on by means of the psychological laboratory, at
first reluctantly and in tentative forms, but within the last ten
years the movement has made rapid progress. To-day we have a
psychology of individual variations from the point of view of the
psychological laboratory.[1] This development of schemes to compare
the differences between the individuals by the methods of experimental
science was after all the most important advance toward the practical
application of psychology. The study of the individual differences
itself is not applied psychology, but it is the presupposition without
which applied psychology would have remained a phantom.
II
THE DEMANDS OF PRACTICAL LIFE
While in this way the progress of psychology itself and the
development of the psychology of individual differences favored the
growth of applied psychology, there arose at the same time an
increasing demand in the midst of practical life. Especially the
teachers and the physicians, later the lawyers as well, looked for
help from exact psychology. The science of education and instruction
had always had some contact with the science of the mind, as the
pedagogues could never forget that the mental development of the child
has to stand in the centre of educational thought. For a long while
pedagogy was still leaning on a philosophical psychology, after that
old-fashioned study of the soul had been given up in psychological
quarters. At last, in the days of progressive experimental psychology,
the time came when the teachers under the pressure of their new needs
began to inquire how far the modern laboratory could aid them in the
classroom. The pedagogical psychology of memory, of attention, of
will, and of intellect was systematically worked up by men with
practical school interests. We may notice in the movement a slow but
most important shifting. At first the results of theoretical
psychology were simply transplanted into the pedagogical field.
Experiments which were carried on in the interest of pure theoretical
science were made practical use of, but their application remained a
mere chance by-product. Only slowly did the pedagogical problems
themselves begin to determine the experimental investigation. The
methods of laboratory psychology were applied for the solving of those
problems which originated in the school experience, and only when this
point was reached could a truly experimental pedagogy be built on a
psychological foundation. We stand in the midst of this vigorous and
healthy movement, which has had a stimulating effect on theoretical
psychology itself.
We find a similar situation in the sphere of the physician. He could
not pass by the new science of the mind without instinctively feeling
that his medical diagnosis and therapy could be furthered in many
directions by the experimental method. Not only the psychiatrist and
nerve specialist, but in a certain sense every physician had made use
of a certain amount of psychology in his professional work. He had
always had to make clear to himself the mental experiences of the
patient, to study his pain sensations and his feelings of comfort,
his fears and his hopes, his perceptions and his volitions, and to a
certain degree he had always tried to influence the mental life of the
patient, to work on him by suggestion and to help him by stimulating
his mind. But as far as a real description and explanation of such
mental experiences came in question, all remained a dilettantic
semi-psychology which worked with the most trivial conceptions of
popular thinking. The medical men recognized the disproportion between
the exactitude of their anatomical, physiological, and pathological
observation and the superficiality of their self-made psychology. Thus
the desire arose in their own medical circle to harmonize their
psychological means of diagnosis and therapy with the schemes of
modern scientific psychology. The physician who examines the
sensations in a nervous disease, or the intelligence in a mental
disease, or heals by suggestion or hypnotism, tries to apply the
latest discoveries of the psychological laboratory. But here, too, the
same development as in pedagogy can be traced. The physicians at first
made use only of results which had been secured under entirely
different points of view, but later the experiments were subordinated
to the special medical problems. Then the physician was no longer
obliged simply to use what he happened to find among the results of
the theoretical psychologist, but carried on the experiments in the
service of medical problems. The independent status of experimental
medical psychology could be secured only by this development.
In somewhat narrower limits the same may be said as to the problems of
law. A kind of popular psychology was naturally involved whenever
judges or lawyers analyzed the experience on the witness stand or
discussed the motives of crime or the confessions of the criminal or
the social conditions of criminality. But when every day brought new
discoveries in the psychological laboratory, it seemed natural to make
use of the new methods and of the new results in the interest of the
courtroom. The power of observation in the witness, the exactitude of
his memory, the character of his illusions and imagination, his
suggestibility and his feeling, appeared in a new light in view of the
experimental investigations, and the emotions and volitions of the
criminal were understood with a new insight. Here, too, the last step
was taken. Instead of being satisfied with experiments which the
psychologist had made for his own purposes, the students of legal
psychology adjusted experiments to the particular needs of the
courtroom. Investigations were carried on to determine, the fidelity
of testimony or to find methods for the detection of hidden thoughts
and so on. Efforts toward the application of psychology have
accordingly grown up in the fields of pedagogy, medicine, and
jurisprudence, but as these studies naturally do not remain
independent of one another, they all together form the one unified
science of applied psychology.[2]
As soon as the independence of this new science was felt, it was
natural that new demands and new problems should continue to originate
within its own limits. There must be applied psychology wherever the
investigation of mental life can be made serviceable to the tasks of
civilization. Criminal law, education, medicine, certainly do not
constitute the totality of civilized life. It is therefore the duty of
the practical psychologist systematically to examine how far other
purposes of modern society can be advanced by the new methods of
experimental psychology. There is, for instance, already, far-reaching
agreement that the problems of artistic creation, of scientific
observation, of social reform, and many similar endeavors must be
acknowledged as organic parts of applied psychology. Only one group of
purposes is so far surprisingly neglected in the realm of the
psychological laboratory: the purposes of the economic life, the
purposes of commerce and industry, of business and the market in the
widest sense of the word. The question how far applied psychology can
be extended in this direction is the topic of the following
discussions.
III
MEANS AND ENDS
Applied psychology is evidently to be classed with the technical
sciences. It may be considered as psychotechnics, since we must
recognize any science as technical if it teaches us to apply
theoretical knowledge for the furtherance of human purposes. Like all
technical sciences, applied psychology tells us what we ought to do if
we want to reach certain ends; but we ought to realize at the
threshold where the limits of such a technical science lie, as they
are easily overlooked, with resulting confusion. We must understand
that every technical science says only: you must make use of this
means, if you wish to reach this or that particular end. But no
technical science can decide within its limits whether the end itself
is really a desirable one. The technical specialist knows how he ought
to build a bridge or how he ought to pierce a tunnel, presupposing
that the bridge or the tunnel is desired. But whether they are
desirable or not is a question which does not concern the technical
scientist, but which must be considered from economic or political or
other points, of view. Everywhere the engineer must know how to reach
an end, and must leave it to others to settle whether the end in
itself is desirable. Often the end may be a matter of course for every
reasonable being. The extreme case is presented by the applied science
of medicine, where the physician subordinates all his technique to the
end of curing the patient. Yet if we are consistent we must
acknowledge that all his medical knowledge can prescribe to him only
that he proceed in a certain way if the long life of the patient is
acknowledged as a desirable end. The application of anatomy,
physiology, and pathology may just as well be used for the opposite
end of killing a man. Whether it is wise to work toward long life, or
whether it is better to kill people, is again a problem which lies
outside the sphere of the applied sciences. Ethics or social
philosophy or religion have to solve these preliminary' questions. The
physician as such has only to deal with the means which lead toward
that goal.
We must make the same discrimination in the psychotechnical field. The
psychologist may point out the methods by which an involuntary
confession can be secured from a defendant, but whether it is
justifiable to extort involuntary confessions is a problem which does
not concern the psychologist. The lawyers or the legislators must
decide as to the right or wrong, the legality or illegality, of
forcing a man to show his bidden ideas. If such an end is desirable,
the psychotechnical student can determine the right means, and that is
the limit of his office. We ought to keep in mind that the same holds
true for the application of psychology in economic life. Economic
psychotechnics may serve certain ends of commerce and industry, but
whether these ends are the best ones is not a care with which the
psychologist has to be burdened. For instance, the end may be the
selection of the most efficient laborers for particular industries.
The psychologist may develop methods in his laboratory by which this
purpose can be fulfilled. But if some mills prefer another goal,--for
instance, to have not the most efficient but the cheapest possible
laborers,--entirely different means for the selection are necessary.
The psychologist is, therefore, not entangled in the economic
discussions of the day; it is not his concern to decide whether the
policy of the trusts or the policy of the trade-unions or any other
policy for the selection of laborers is the ideal one. He is confined
to the statement; if you wish this end, then you must proceed in this
way; but it is left to you to express your preference among the ends.
Applied psychology can, therefore, speak the language of an exact
science in its own field, independent of economic opinions and
debatable partisan interests. This is necessary limitation, but in
this limitation lies the strength of the new science. The psychologist
may show how a special commodity can be advertised; but whether from a
social point of view it is desirable to reinforce the sale of these
goods is no problem for psychotechnics. If a sociologist insists that
it would be better if not so many useless goods were bought, and that
the aim ought rather to be to protect the buyer than to help the
seller, the psychologist would not object. His interest would only be
to find the right psychological means to lead to this other social
end. He is partisan neither of the salesman nor of the customer,
neither of the capitalist nor of the laborer, he is neither Socialist
nor anti-Socialist, neither high-tariff man nor free-trader. Here,
too, of course, there are certain goals which are acknowledged on all
sides, and which therefore hardly need any discussion, just as in the
case of the physician, where the prolongation of life is practically
acknowledged as a desirable end by every one. But everywhere where the
aim is not perfectly a matter of course, the psychotechnical
specialist fulfills his task only when he is satisfied with
demonstrating that certain psychical means serve a certain end, and
that they ought to be applied as soon as that end is accepted.
The whole system of psychotechnical knowledge might be subdivided
under either of the two aspects. Either we might start from the
various mental processes and ask for what end each mental factor can
be practically useful and important, or we can begin with studying
what significant ends are acknowledged in our society and then we can
seek the various psychological facts which are needed as means for the
realization of these ends. The first way offers many conveniences.
There we should begin with the mental states of attention, memory,
feeling, and so on, and should study how the psychological knowledge
of every one of these mental states can render service in many
different practical fields. The attention, for instance, is important
in the classroom when the teacher tries to secure the attention of the
pupils, but the judge expects the same attention from the jurymen in
the courtroom, the artist seeks to stir up the attention of the
spectator, the advertiser demands the attention of the newspaper
readers. Whoever studies the characteristics of the mental process of
attention may then be able to indicate how in every one of these
unlike cases the attention can be stimulated and retained.
Nevertheless the opposite way which starts from the tasks to be
fulfilled seems more helpful and more fundamentally significant. The
question, then, is what mental processes become important for the
tasks of education, what for the purposes of the courtroom, what for
the hospital, what for the church, what for politics, and so on.
As this whole essay is to be devoted exclusively to the economic
problems, we are obliged to choose the second way; that is, to arrange
applied psychology with reference to its chief ends and not with
reference to the various means. But the same question comes up in the
further subdivision of the material. In the field of economic
psychology, too, we might ask how far the study of attention, or of
perception, or of feeling, or of will, or of memory, and so on, can be
useful for the purposes of the business man. Or here, too, we might
begin with the consideration of the various ends and purposes. The
ends of commerce are different from those of industry, those of
publishing different from those of transportation, those of
agriculture different from those of mining; or, in the field of
commerce, the purposes of the retailer are different from those of the
wholesale merchant. There can be no limit to such subdivisions; each
particular industry has its own aims, and in the same industry a large
variety of tasks are united. We should accordingly be led to an ample
classification of special economic ends with pigeonholes for every
possible kind of business and of labor. The psychologist would have to
find for every one of these ends the right mental means. This would be
the ideal system of economic psychology.
But we are still endlessly far from such a perfect system. Modern
educational psychology and medical psychology have reached a stage at
which an effort for such a complete system might be realized, but
economic psychology is still at too early a stage of development. It
would be entirely artificial to-day to aim at such ideal completeness.
If we were to construct such a complete system of questions, we should
have no answers. In the present stage nothing can be seriously
proposed but the selection of a few central purposes which occur in
every department of business life, and a study of the means to reach
these special ends by the discussion of some typical cases which may
clearly illustrate the methods involved.
From this point of view we select three chief purposes of business
life, purposes which are important in commerce and industry and every
economic endeavor. We ask how we can find the men whose mental
qualities make them best fitted for the work which they have to do;
secondly, under what psychological conditions we can secure the
greatest and most satisfactory output of work from every man; and
finally, how we can produce most completely the influences on human
minds which are desired in the interest of business. In other words,
we ask how to find the best possible man, how to produce the best
possible work, and how to secure the best possible effects.
PART I
THE BEST POSSIBLE MAN
IV
VOCATION AND FITNESS
Instead of lingering over theoretical discussions, we will move
straight on toward our first practical problem. The economic task,
with reference to which we want to demonstrate the new psychotechnic
method, is the selection of those personalities which by their mental
qualities are especially fit for a particular kind of economic work.
This problem is especially useful to show what the new method can do
and what it cannot do. Whether the method is sufficiently developed to
secure full results to-day, or whether they will come to-morrow, is
unimportant. It is clear that the success of to-morrow is to be hoped
for, only if understanding and interest in the problem is already
alive to-day.
When we inquire into the qualities of men, we use the word here in its
widest meaning. It covers, on the one side, the mental dispositions
which may still be quite undeveloped and which may unfold only under
the influence of special conditions in the surroundings; but, on the
other side, it covers the habitual traits of the personality, the
features of the individual temperament and character, of the
intelligence and of the ability, of the collected knowledge and of the
acquired experience. All variations of will and feeling, of perception
and thought, of attention and emotion, of memory and imagination, are
included here. From a purely psychological standpoint, quite
incomparable contents and functions and dispositions of the
personality are thus thrown together, but in practical life we are
accustomed to proceed after this fashion: if a man applies for a
position, he is considered with regard to the totality of his
qualities, and at first nobody cares whether the particular feature is
inherited or acquired, whether it is an individual chance variation or
whether it is common to a larger group, perhaps to all members of a
certain nationality or race. We simply start from the clear fact that
the personalities which enter into the world of affairs present an
unlimited manifoldness of talents and abilities and functions of the
mind. From this manifoldness, it necessarily follows that some are
more, some less, fit for the particular economic task. In view of the
far-reaching division of labor in our modern economic life, it is
impossible to avoid the question how we can select the fit
personalities and reject the unfit ones.
How has modern society prepared itself to settle this social demand?
In case that certain knowledge is indispensable for the work or that
technical abilities must have been acquired, the vocation is
surrounded by examinations. This is true of the lower as well as of
the higher activities. The direct examination is everywhere
supplemented by testimonials covering the previous achievements, by
certificates referring to the previous education, and in frequent
cases by the endeavor to gain a personal impression from the
applicant. But if we take all this together, the total result remains
a social machinery by which perhaps the elimination of the entirely
unfit can be secured. But no one could speak of a really satisfactory
adaptation of the manifold personalities to the economic vocational
tasks. All those examinations and tests and certificates refer
essentially to what can be learned from without, and not to the true
qualities of the mind and the deeper traits. The so-called
impressions, too, are determined by the most secondary and external
factors. Society relies instinctively on the hope that the natural
wishes and interests will push every one to the place for which his
dispositions, talents, and psychophysical gifts prepare him.
In reality this confidence is entirely unfounded. A threefold
difficulty exists. In the first place, young people know very little
about themselves and their abilities. When the day comes on which they
discover their real strong points and their weaknesses, it is often
too late. They have usually been drawn into the current of a
particular vocation, and have given too much energy to the preparation
for a specific achievement to change the whole life-plan once more.
The entire scheme of education gives to the individual little chance
to find himself. A mere interest for one or another subject in school
is influenced by many accidental circumstances, by the personality of
the teacher or the methods of instruction, by suggestions of the
surroundings and by home traditions, and accordingly even such a
preference gives rather a slight final indication of the individual
mental qualities. Moreover, such mere inclinations and interests
cannot determine the true psychological fitness for a vocation. To
choose a crude illustration, a boy may think with passion of the
vocation of a sailor, and yet may be entirely unfit for it, because
his mind lacks the ability to discriminate red and green. He himself
may never have discovered that he is color-blind, but when he is ready
to turn to the sailor's calling, the examination of his
color-sensitiveness which is demanded may have shown the disturbing
mental deficiency. Similar defects may exist in a boy's attention or
memory, judgment or feeling, thought or imagination, suggestibility or
emotion, and they may remain just as undiscovered as the defect of
color-blindness, which is characteristic of four per cent of the male
population. All such deficiencies may be dangerous in particular
callings. But while the vocation of the ship officer is fortunately
protected nowadays by such a special psychological examination, most
other vocations are unguarded against the entrance of the mentally
unfit individuals.
As the boys and girls grow up without recognizing their psychical
weaknesses, the exceptional strength of one or another mental function
too often remains unnoticed by them as well. They may find out when
they are favored with a special talent for art or music or
scholarship, but they hardly ever know that their attention, or their
memory, or their will, or their intellectual apprehension, or their
sensory perceptions, are unusually developed in a particular
direction; yet such an exceptional mental disposition might be the
cause of special success in certain vocations. But we may abstract
from the extremes of abnormal deficiency and abnormal overdevelopment
in particular functions. Between them we find the broad region of the
average minds with their numberless variations, and these variations
are usually quite unknown to their possessors. It is often surprising
to see how the most manifest differences of psychical organization
remain unnoticed by the individuals themselves. Men with a pronounced
visual type of memory and men with a marked acoustical type may live
together without the slightest idea that their contents of
consciousness are fundamentally different from each other. Neither the
children nor their parents nor their teachers burden themselves with
the careful analysis of such actual mental qualities when the choice
of a vocation is before them. They know that a boy who is completely
unmusical must not become a musician, and that the child who cannot
draw at all must not become a painter, just as on physical grounds a
boy with very weak muscles is not fit to become a blacksmith. But as
soon as the subtler differentiation is needed, the judgment of all
concerned seems helpless and the physical characteristics remain
disregarded.
A further reason for the lack of adaptation, and surely a most
important one, lies in the fact that the individual usually knows only
the most external conditions of the vocations from which he chooses.
The most essential requisite for a truly perfect adaptation, namely, a
real analysis of the vocational demands with reference to the
desirable personal qualities, is so far not in existence. The young
people generally see some superficial traits of the careers which seem
to stand open, and, besides, perhaps they notice the great rewards of
the most successful. The inner labor, the inner values, and the inner
difficulties and frictions are too often unknown to those who decide
for a vocation, and they are unable to correlate those essential
factors of the life-calling with all that nature by inheritance, and
society by surroundings and training, have planted and developed in
their minds.
In addition to this ignorance as to one's own mental disposition and
to the lack of understanding of the true mental requirements of the
various social tasks comes finally the abundance of trivial chances
which become decisive in the choice of a vocation. Vocation and
marriage are the two most consequential decisions in life. In the
selection of a husband or a wife, too, the decision is very frequently
made dependent upon the most superficial and trivial motives. Yet the
social philosopher may content himself with the belief that even in
the fugitive love desire a deeper instinct of nature is expressed,
which may at least serve the biological tasks of married life. In the
choice of a vocation, even such a belief in a biological instinct is
impossible. The choice of a vocation, determined by fugitive whims and
chance fancies, by mere imitation, by a hope for quick earnings, by
irresponsible recommendation, or by mere laziness, has no internal
reason or excuse. Illusory ideas as to the prospects of a career,
moreover, often falsify the whole vista; and if we consider all this,
we can hardly be surprised that our total result is in many respects
hardly better than if everything were left entirely to accident. Even
on the height of a mental training to the end of adolescence, we see
how the college graduates are too often led by accidental motives to
the decision whether they shall become lawyers or physicians or
business men, but this superficiality of choice of course appears much
more strongly where the lifework is to be built upon the basis of a
mere elementary or high school education.
The final result corresponds exactly to these conditions. Everywhere,
in all countries and in all vocations, but especially in the economic
careers, we hear the complaint that there is lack of really good men.
Everywhere places are waiting for the right man, while at the same
time we find everywhere an oversupply of mediocre aspirants. This,
however, does not in the least imply that there really are not enough
personalities who might be perfectly fit even for the highest demands
of the vocations; it means only that as a matter of course the result
in the filling of positions cannot be satisfactory, if the placing of
the individuals is carried on without serious regard for the personal
mental qualities. The complaint that there is lack of fit human
material would probably never entirely disappear, as with a better
adjustment of the material, the demands would steadily increase; but
it could at least be predicted with high probability that this lack of
really fit material would not be felt so keenly everywhere if the
really decisive factor for the adjustment of personality and vocation,
namely, the dispositions of the mind, were not so carelessly ignored.
Society, to be sure, has a convenient means of correction. The
individual tries, and when he is doing his work too badly, he loses
his job, he is pushed out from the career which be has chosen, with
the great probability that he will be crushed by the wheels of social
life. It is a rare occurrence for the man who is a failure in his
chosen vocation, and who has been thrown out of it, to happen to come
into the career in which he can make a success. Social statistics show
with an appalling clearness what a burden and what a danger to the
social body is growing from the masses of those who do not succeed and
who by their lack of success become discouraged and embittered. The
social psychologist cannot resist the conviction that every single
one could have found a place in which he could have achieved something
of value for the commonwealth. The laborer, who in spite of his best
efforts shows himself useless and clumsy before one machine, might
perhaps have done satisfactory work in the next mill where the
machines demand another type of mental reaction. His psychical rhythm
and his inner functions would be able to adjust themselves to the
requirements of the one kind of labor and not to those of the other.
Truly the whole social body has had to pay a heavy penalty for not
making even the faintest effort to settle systematically the
fundamental problem of vocational choice, the problem of the psychical
adaptation of the individuality. An improvement would lie equally in
the interest of those who seek positions and those who have positions
to offer. The employers can hope that in all departments better work
will be done as soon as better adapted individuals can be obtained;
and, on the other hand, those who are anxious to make their working
energies effective may expect that the careful selection of individual
mental characters for the various tasks of the world will insure not
only greater success and gain, but above all greater joy in the work,
deeper satisfaction, and more harmonious unfolding of the personality.
V
SCIENTIFIC VOCATIONAL GUIDANCE
Observations of this kind, which refer to the borderland region
between psychology and social politics, are valid for all modern
nations. Yet it is hardly a chance that the first efforts toward a
systematic overcoming of some of these difficulties have been made
with us in America. The barriers between the classes lie lower; here
the choice of a vocation is less determined by tradition; and it
belongs to the creed of political democracy that just as everybody can
be called to the highest elective offices, so everybody ought to be
fit for any vocation in any sphere of life. The wandering from calling
to calling is more frequent in America than anywhere else. To be sure,
this has the advantage that a failure in one vocation does not bring
with it such a serious injury as in Europe, but it contributes much to
the greater danger that any one may jump recklessly and without
preparation into any vocational stream.
It is fresh in every one's mind how during the last decade the
economic conscience of the whole American nation became aroused. Up to
the end of the last century the people had lived with the secure
feeling of possessing a country with inexhaustible treasures. The last
few years brought the reaction, and it became increasingly clear how
irresponsible the national attitude had been, how the richness of the
forests and the mines and the rivers had been recklessly squandered
without any thought of the future. Conservation of the national
possessions suddenly became the battle-cry, and this turned the eye
also to that limitless waste of human material, a waste going on
everywhere in the world, but nowhere more widely than in the United
States. The feeling grew that no waste of valuable possessions is so
reckless as that which results from the distributing of living force
by chance methods instead of examining carefully how work and workmen
can fit one another. While this was the emotional background, two
significant social movements originated in our midst. The two
movements were entirely independent of each other, but from two
different starting-points they worked in one respect toward the same
goal. They are social and economic movements, neither of which at
first had anything directly to do with psychological questions; but
both led to a point where the psychological turn of the problem seemed
unavoidable. Here begins the obligation of the psychologist, and the
possibility of fulfilling this obligation will be the topic of our
discussion concerning the selection of the best man.
These two American movements which we have in mind are the effort to
furnish to pupils leaving the school guidance in their choice of a
vocation, and the nowadays still better known movement toward
scientific management in commerce and industry. The movement toward
vocational guidance is externally still rather modest and confined to
very narrow circles, but it is rapidly spreading and is not without
significant achievements. It started in Boston. There the late Mr.
Parsons once called a meeting of all the boys of his neighborhood who
were to leave the elementary schools at the end of the year. He wanted
to consider with them whether they had reasonable plans for their
future. At the well-attended meeting it became clear that the boys
knew little concerning what they had to expect in practical life, and
Parsons was able to give them, especially in individual discussions,
much helpful information. They knew too little of the characteristic
features of the vocations to which they wanted to devote themselves,
and they had given hardly any attention to the question whether they
had the necessary qualifications for the special work. From this germ
grew a little office which was opened in 1908, in which all Boston
boys and girls at the time when they left school were to receive
individual suggestions with reference to the most reasonable and best
adjusted selection of a calling. There is hardly any doubt that the
remarkable success of this modest beginning was dependent upon the
admirable personality of the late organizer, who recognized the
individual features with unusual tact and acumen. But he himself had
no doubt that such a merely impressionistic method could not satisfy
the demands. He saw that a threefold advance would become necessary.
First, it was essential to analyze the objective relations of the many
hundred kinds of accessible vocations. Their economic, hygienic,
technical, and social elements ought to be examined so that every boy
and girl could receive reliable information as to the demands of the
vocation and as to the prospects and opportunities in it. Secondly, it
would become essential to interest the schools in all these complex
questions of vocational choice, so that, by observation of individual
tendencies and abilities of the pupils, the teachers might furnish
preparatory material for the work of the institute for vocational
guidance. Thirdly,--and this is for us the most important point,--he
saw that the methods had to be elaborated in such a way that the
personal traits and dispositions might be discovered with much
greater exactitude and with much richer detail than was possible
through what a mere call on the vocational counselor could unveil.[3]
It is well known how this Boston bureau has stimulated a number of
American cities to come forward with similar beginnings. The
pedagogical circles have been especially aroused by the movement,
municipal and philanthropic boards have at least approached this group
of problems, two important conferences for vocational guidance have
met in New York, and at various places the question has been discussed
whether or not a vocational counselor might be attached to the schools
in a position similar to that of the school physician. The chief
progress has been made in the direction of collecting reliable data
with reference to the economic and hygienic conditions of the various
vocations, the demand and supply and the scale of wages. In short,
everything connected with the externalities of the vocations has been
carefully analyzed, and sufficient reliable material has been gained,
at least regarding certain local conditions. In the place of
individual advice, we have thus to a certain degree obtained general
economic investigations from which each can gather what he needs. It
seems that sometimes the danger of letting such offices degenerate
into mere agencies for employment has not been avoided, but that is
one of the perils of the first development. The mother institute in
Boston, too, under its new direction emphasizes more the economic and
hygienic side, and has set its centre of gravity in a systematic
effort to propagate understanding of the problems of vocational
guidance and to train professional vocational counselors in systematic
courses, who are then to carry the interest over the land.[4]
The real psychological analysis with which the movement began has,
therefore, been somewhat pushed aside for a while, and the officers of
those institutes declare frankly that they want to return to the
mental problem only after professional psychologists have sufficiently
worked out the specific methods for its mastery. Most counselors seem
to feel instinctively that the core of the whole matter lies in the
psychological examination, but they all agree that for this they must
wait until the psychological laboratories can furnish them with really
reliable means and schemes. Certainly it is very important, for
instance, that boys with weak lungs be kept away from such industrial
vocations as have been shown by the statistics to be dangerous for the
lungs, or that the onrush to vocations be stopped where the statistics
allow it to be foreseen that there will soon be an oversupply of
workers. But, after all, it remains much more decisive for the welfare
of the community, and for the future life happiness of those who leave
the school, that every one turn to those forms of work to which his
psychological traits are adjusted, or at least that he be kept away
from those in which his mental qualities and dispositions would make a
truly successful advance improbable.
The problem accordingly has been handed over from the vocational
counselors to the experimental psychologists, and it is certainly in
the spirit of the modern tendency toward applied psychology that the
psychological laboratories undertake the investigation and withdraw it
from the dilettantic discussion of amateur psychologists or the mere
impressionism of the school-teachers. Even those early beginnings
indicate clearly that the goal can be reached only through exact,
scientific, experimental research, and that the mere naïve
methods--for instance, the filling-out of questionnaires which may be
quite useful in the first approach--cannot be sufficient for a real,
persistent furtherance of economic life and of the masses who seek
their vocations. In order to gain an analysis of the individual,
Parsons made every applicant answer in writing a long series of
questions which referred to his habits and his emotions, his
inclinations and his expectations, his traits and his experiences. The
psychologist, however, can hardly be in doubt that just the mental
qualities which ought to be most important for the vocational
counselor can scarcely be found out by such methods. We have
emphasized before that the ordinary individual knows very little of
his own mental functions: on the whole, he knows them as little as he
knows the muscles which be uses when he talks or walks. Among his
questions Parsons included such ones as: "Are your manners quiet,
noisy, boisterous, deferential, or self-assertive? Are you thoughtful
of the comfort of others? Do you smile naturally and easily, or is
your face ordinarily expressionless? Are you frank, kindly, cordial,
respectful, courteous in word and actions? Do you look people frankly
in the eye? Are your inflections natural, courteous, modest, musical,
or aggressive, conceited, pessimistic, repellent? What are your powers
of attention, observation, memory, reason, imagination, inventiveness,
thoughtfulness, receptiveness, quickness, analytical power,
constructiveness, breadth, grasp? Can you manage people well? Do you
know a fine picture when you see it? Is your will weak, yielding,
vacillating, or firm, strong, stubborn? Do you like to be with people
and do they like to be with you?"--and so on. It is clear that the
replies to questions of this kind can be of psychological value only
when the questioner knows beforehand the mind of the youth, and can
accordingly judge with what degree of understanding, sincerity, and
ability the circular blanks have been filled out. But as the questions
are put for the very purpose of revealing the personality, the entire
effort tends to move in a circle.
To break this circle, it indeed becomes necessary to emancipate one's
self from the method of ordinary self-observation and to replace it by
objective experiment in the psychological laboratory. Experimentation
in such a laboratory stands in no contrast to the method of
introspection. A contrast does exist between self-observation and
observation on children or patients or primitive peoples or animals.
In their case the psychologist observes his material from without. But
in the case of the typical laboratory experiment, everything is
ultimately based on self-observation; only we have to do with the
self-observation under exact conditions which the experimenter is able
to control and to vary at will. Even Parsons sometimes turned to
little experimental inquiries in which he simplified some well-known
methods of the laboratory in order to secure with the most elementary
means a certain objective foundation for his mental analysis. For
instance, he sometimes examined the memory by reading to the boys
graded sentences containing from ten to fifty words and having them
repeat what they remembered, or he measured with a watch the rapidity
of reading and writing, or he determined the sensitiveness for the
discrimination of differences by asking them to make a point with a
pencil in the centres of circles of various sizes. But if such
experimental schemes, even of the simplest form, are in question, it
seems a matter of course that the plan ought to be prescribed by real
scientists who specialize in the psychological field. The
psychologist, for instance, surely cannot agree to a method which
measures the memory by such a method of having spoken sentences
repeated and the quality of the memory faculty naïvely graded
according to the results. He knows too well that there are many
different kinds of memory, and would always determine first which type
of memory functions is to be examined if memory achievements are
needed for a particular calling.
But even with a more exact method of experimenting, such a procedure
would not be sufficient to solve the true problem. A second step would
still be necessary: namely, the adaptation of the experimental result
to the special psychological requirements of the economic activity;
and this again presupposes an independent psychological analysis. Most
of the previous efforts have suffered from the carelessness with which
this second step was ignored, and the special mental requirements were
treated as a matter of course upon which any layman could judge. In
reality they need the most careful psychological analysis, and only if
this is carried out with the means of scientific psychology, can a
study of the abilities of the individual become serviceable to the
demands of the market. Such a psychological disentangling of the
requirements of the callings, in the interest of guidance, is
attempted in the material which the various vocational institutes have
prepared, but it seldom goes beyond commonplaces. We read there, for
instance,[5] for the confectioner: "Boys in this industry must be
clean, quick, and strong. The most important qualities desired are
neatness and adaptability to routine"; or, for the future baker, the
boy "ought to know how to conduct himself and to meet the public"; or
for the future architectural designer, "he must have creative ability,
artistic feeling, and power to sketch"; or for the dressmaker, she
"should have good eyesight and good sense of color, and an ability to
use her hands readily; she should be able to apply herself steadily
and be fairly quick in her movements; neatness of person is also
essential"; or for the stenographer, she must be "possessed of
intelligence, good judgment, and common sense; must have good
eyesight, good hearing, and a good memory; must have quick perception,
and be able to concentrate her attention completely on any matter in
hand." It is evident that all this is extremely far from any
psychological analysis in the terms of science. All taken together, we
may, therefore, say that in the movement for vocational guidance
practically nothing has been done to make modern experimental
psychology serviceable to the new task. But on the one side, it has
shown that this work of the experimental psychologist is the next step
necessary. On the other side, it has become evident that in the
vocation bureaus appropriate social agencies are existing which are
ready to take up the results of such work, and to apply them for the
good of the American youth and of commerce and industry, as soon as
the experimental psychologist has developed the significant methods.
VI
SCIENTIFIC MANAGEMENT
Before we discuss some cases of such experimental investigations, we
may glance at that other American movement, the well-known systematic
effort toward scientific management which has often been interpreted
in an expansive literature.[6] Enthusiastic followers have declared it
to be the greatest advance in industry since the introduction of the
mill system and of machinery. Opponents have hastily denounced it as a
mistake, and have insisted that it proved a failure in the factories
in which it has been introduced. A sober examination of the facts soon
demonstrates that the truth lies in the middle. Those followers of
Frederick W. Taylor who have made almost a religion out of his ideas
have certainly often exaggerated the practical applicability of the
new theories, and their actual reforms in the mills have not seldom
shown that the system is still too topheavy; that is, there are too
many higher employees necessary in order to keep the works running on
principles of scientific management. On the other hand, the opposition
which comes from certain quarters,--for instance, from some
trade-unions,--may be disregarded, as it is not directed against the
claim that the efficiency can be heightened, but only against some
social features of the scheme, such as the resulting temporary
reduction of the number of workmen. But nobody can deny that this
revolutionary movement has introduced most valuable suggestions which
the industrial world cannot afford to ignore, and that as soon as
exaggerations are avoided and experience has created a broader
foundation, the principles of the new theory will prove of lasting
value. We shall have to discuss, at a later point, various special
features of the system, especially the highly interesting motion
study. Here we have to deal only with those tendencies of the movement
and with those interests which point toward our present problem, the
mental analysis of the individual employees in order to avoid misfits.
The approach to this problem, indeed, seems unavoidable for the
students of scientific management, as its goal is an organization of
economic work by which the waste of energy will be avoided and the
greatest increase in the efficiency of the industrial enterprise will
be reached. The recognition that this can never be effected by a mere
excessive driving of the workingmen belongs to its very
presuppositions. The illusory means of prolongation of the
working-time and similar devices by which the situation of the
individual deteriorates would be out of the question; on the contrary,
the heightening of the individual's joy in the work and of the
personal satisfaction in one's total life development belongs among
the most important, indirect agencies of the new scheme. This end is
reached by many characteristic changes in the division of labor; also
by a new division between supervisors and workers, by transformations
of the work itself and of the tools and vehicles. But as a by-product
of these efforts the demand necessarily arose for means by which the
fit individuals could be found for special kinds of labor. The more
scientific management introduced changes, by which the individual
achievement often had to become rather complicated and difficult, the
more it became necessary to study the skill and the endurance and the
intelligence of the individual laborers in order to entrust these new
difficult tasks only to the most appropriate men in the factories and
mills. The problem of individual selection accordingly forced itself
on the new efficiency engineers, and they naturally recognized that
the really essential traits and dispositions were the mental ones. In
the most progressive books of the new movement, this need of
emphasizing the selection of workers with reference to their mental
equipment comes to clear expression.
Yet this is very far from a real application of scientific psychology
to the problem at hand. Wherever the question of the selection of the
fit men after psychological principles is mentioned in the literature
of this movement, the language becomes vague, and the same men, who
use the newest scientific knowledge whenever physics or mathematics or
physiology or chemistry are involved, make hardly any attempts to
introduce the results of science when psychology is in question. The
clearest insight into the general situation may be found in the most
recent books by Emerson. He says frankly: "It is psychology, not soil
or climate, that enables man to raise five times as many potatoes per
acre as the average in his own state";[7] or: "In selecting human
assistants such superficialities as education, as physical strength,
even antecedent morality, are not as important as the inner attitudes,
proclivities, character, which after all determine the man or
woman."[8] He also fully recognizes the necessity of securing as early
as possible the psychological essentials. He says: "The type for the
great newspaper is set up by linotype operators. Apprenticeship is
rigorously limited. Some operators can never get beyond the 2500-em
class, others with no more personal effort can set 5000 ems. Do the
employers test out applicants for apprenticeship so as to be sure to
secure boys who will develop into the 5000-em class? They do not: they
select applicants for any near reason except the fundamental important
one of innate fitness."[9] But all this points only to the existence
of the problem, and in reality gives not even a hint for its solution.
The theorists of scientific management seem to think that the most
subtle methods are indispensable for physical measurements, but for
psychological inquiry nothing but a kind of intuition is necessary.
Emerson tells how, for instance, "The competent specialist who has
supplemented natural gifts and good judgment by analysis and synthesis
can perceive attitudes and proclivities even in the very young, much
more readily in those semi-matured, and can with almost infallible
certainty point out, not only what work can be undertaken with fair
hope of success, but also what slight modification or addition and
diminution will more than double the personal power."[10] The true
psychological specialists surely ought to decline this flattering
confidence. Far from the "almost infallible certainty," they can
hardly expect even a moderate amount of success in such directions so
long as specific methods have not been elaborated, and so long as no
way has been shown to make experimental measurements by which such
mere guesswork can be replaced by scientific investigation.
The only modest effort to try a step in this direction toward the
psychological laboratory is recorded by Taylor,[11] who tells of Mr.
S.E. Thompson's work in a bicycle ball factory, where a hundred and
twenty girls were inspecting the balls. They had to place a row of
small polished steel balls on the back of the left hand and while they
were rolled over and over in the crease between two of the fingers
placed together, they were minutely examined in a strong light and the
defective balls were picked out with the aid of a magnet held in the
right hand. The work required the closest attention and concentration.
The girls were working ten and a half hours a day. Mr. Thompson soon
recognized that the quality most needed, beside endurance and
industry, was a quick power of perception accompanied by quick
responsive action. He knew that the psychological laboratory has
developed methods for a very exact measurement of the time needed to
react on an impression with the quickest possible movement; it is
called the reaction time, and is usually measured in thousandths of a
second. He therefore considered it advisable to measure the
reaction-time of the girls, and to eliminate from service all those
who showed a relatively long time between the stimulus and reaction.
This involved laying off many of the most intelligent, hardest-working,
and most trustworthy girls. Yet the effect was the possibility of
shortening the hours and of reducing more and more the number of
workers, with the final outcome that thirty-five girls did the work
formerly done by a hundred and twenty, and that the accuracy of the
work at the higher speed was two thirds greater than at the former
slow speed. This allowed almost a doubling of the wages of the girls
in spite of their shorter working-day, and at the same time a
considerable reduction in the cost of the work for the factory. This
excursion of an efficiency engineer into the psychological laboratory
remained, however; an entirely exceptional case. Moreover, such a
reaction-time measurement did not demand any special development of
new methods or any particular mental analysis, and this exception thus
confirms the rule that the followers of scientific management
principles have recognized the need of psychological inquiries, but
have not done anything worth mentioning to apply the results of really
scientific psychology. Hence the situation is the same as in the field
of vocational guidance. In both cases a vague longing for
psychological analysis and psychological measurement, but in both
cases so far everything has remained on the level of helpless
psychological dilettantism. It stands in striking contrast with the
scientific seriousness with which the economic questions are taken up
in the field of vocational guidance and the physical questions in the
field of scientific management. It is, therefore, evidently the duty
of the experimental psychologists themselves to examine the ground
from the point of view of the psychological laboratory.
VII
THE METHODS OF EXPERIMENTAL PSYCHOLOGY
We now see clearly the psychotechnical problem. We have to analyze
definite economic tasks with reference to the mental qualities which
are necessary or desirable for them, and we have to find methods by
which these mental qualities can be tested. We must, indeed, insist on
it that the interests of commerce and industry can be helped only when
both sides, the vocational demands and the personal function, are
examined with equal scientific thoroughness. One aspect alone is
unsatisfactory. It would of course be possible to confine the
examination to the individual mental traits, and then theoretically to
determine for which economic tasks the presence of these qualities
would be useful and for which tasks their absence or their deficiency
would be fatal. Common sense may be sufficient to lead us a few steps
in that direction. For instance, if we find by psychological
examination that an individual is color-blind for red and green
sensations, we may at once conclude, without any real psychological
analysis of the vocations, that he would be unfit for the railroad
service or the naval service, in which red and green signals are of
importance. We may also decide at once that such a boy would be
useless for all artistic work in which the nuances of colors are of
consequence, or as a laborer in certain departments of a dyeing
establishment, and that such a color-blind girl would not do at a
dressmaker's or in a millinery store. But if we come to the question
whether such a color-blind individual may enter into the business of
gardening, in spite of the inability to distinguish the strawberries
in the bed or the red flowers among the green leaves, the first
necessity, after all, would be to find out how far the particular
demands of this vocation make the ability to discriminate color a
prerequisite, and how far psychical substitutions such as a
recognition of the forms and of differences in the light intensity,
may be sufficient for the practical task. Moreover, where not merely
such mental defects, but more subtly shaded variations within normal
limits are involved, it would be superficial, if only the mental
states were examined and not at the same time the mental requirements
of the vocations themselves. The vocation should rather remain the
starting-point. We must at first find out what demands on the mental
system are made by it and we must grade these demands in order to
recognize the more or less important ones, and, especially for the
important ones, we must then seek exact standards with experimental
methods.
Such an experimental investigation may proceed according to either of
two different principles. One way is to take the mental process which
is demanded by the industrial work as an undivided whole. In this case
we have to construct experimental conditions under which this total
activity can be performed in a gradual, measurable way. The psychical
part of the vocational work thus becomes schematized, and is simply
rendered experimentally on a reduced scale. The other way is to
resolve the mental process into its components and to test every
single elementary function in its isolated form. In this latter case
the examination has the advantage of having at its disposal all the
familiar methods of experimental psychology, while in the first case
for every special vocational situation perfectly new experimental
tests must be devised.
Whether the one or the other method is to be preferred must depend
upon the nature of the particular commercial or industrial calling,
and accordingly presupposes a careful analysis of the special
economical processes. It is, indeed, easy to recognize that in certain
industrial activities a series of psychical functions is in question
which all lie side by side and which do not fuse into one united
total process, however much they may influence one another. But for
many industrial tasks just this unity is the essential condition. The
testing of the mental elements would be in such cases as insufficient
as if we were to test a machine with reference to its parts only and
not with reference to its total united performance. Even in this
latter case this unified function does not represent the total
personality: it is always merely a segment of the whole mental life.
We may examine with psychological methods, for instance, the fitness
of an employee for a technical vocation and may test the particular
complex unified combination of attention, imagination and
intelligence, will and memory, which is essential for that special
kind of labor. We may be able to reconstruct the conditions so
completely that we would feel justified in predicting whether the
individual can fulfill that technical task or not; and yet we may
disregard entirely the question whether that man is honest or
dishonest, whether he is pacific or quarrelsome; in short, whether his
mental disposition makes him a desirable member of that industrial
concern under other aspects.
We best recognize the significance of these various methods by
selecting a few concrete cases as illustrations and analyzing them in
detail. But a word of warning may be given beforehand so as to avoid
misunderstandings. These examples do not stand here as reports of
completed investigations, the results of which ought to be accepted as
conclusive parts of the new psychotechnical science; they are not
presented as if the results were to be recommended like a well-tested
machine for practical purposes. Such really completed investigations
do not as yet exist in this field. All that can be offered is modest
pioneer work, and just these inquiries into the mental qualities and
their relations to the industrial vocations have attracted my
attention only very recently, and therefore certainly still demand
long continuations of the experiments in every direction. But we may
hope for satisfactory results the earlier, the more coöperators are
entering the field, and the more such researches are started in other
places and in other institutions. I therefore offer these early
reports at the first stage of my research merely as stimulations, so
as to demonstrate the possibilities.
As an illustration of the method of examining the mental process as a
whole, I propose to discuss the case of the motormen in the electric
railways. As an illustration of the other type, namely, of analyzing
the activity and testing the elementary functions, I shall discuss the
case of the employees in the telephone service. I select these two
functions, as both play a practically important rôle in the technique
of modern economic life and as in both occupations very large numbers
of individuals are engaged in the work.
VIII
EXPERIMENTS IN THE INTEREST OF ELECTRIC RAILWAY SERVICE
The problem of securing fit motormen for the electric railways was
brought to my attention from without. The accidents which occurred
through the fault, or at least not without the fault, of the motormen
in street railway transportation have always aroused disquietude and
even indignation in the public, and the street railway companies
suffered much from the many payments of indemnity imposed by the court
as they amounted to thirteen per cent of the gross earnings of some
companies. Last winter the American Association for Labor Legislation
called a meeting of vocational specialists to discuss the problem of
these accidents under various aspects. The street railways of various
cities were represented, and economic, physiological, and
psychological specialists took part in the general discussion. Much
attention was given, of course, to the questions of fatigue and to the
statistical results as to the number of accidents and their relation
to the various hours of the day and to the time of labor. But there
was a strong tendency to recognize as still more important than the
mere fatigue, the whole mental constitution of the motormen. The
ability to keep attention constant, to resist distraction by chance
happenings on the street and especially the always needed ability to
foresee the possible movements of the pedestrians and vehicles were
acknowledged as extremely different from man to man. The companies
claimed that there are motormen who practically never have an
accident, because they feel beforehand even what the confused
pedestrian and the unskilled chauffeur will do, while others
relatively often experience accidents of all kinds because they do not
foresee how matters will develop. They can hardly be blamed, as they
were not careless, and yet the accidents did result from their
personal qualities; they simply lacked the gift of instinctive
foresight. All this turned the attention more and more to the
possibilities of psychological analysis, and the Association suggested
that I undertake an inquiry into this interesting problem with the
means of the psychological laboratory. I felt the practical importance
of the problem, considering that there are electric railway companies
in this country which have up to fifty thousand accident indemnity
cases a year. It therefore seemed to me decidedly worth while to
undertake a laboratory investigation.
It would have been quite possible to treat the functions of the
motormen according to the method which resolves the complex
achievement into its various elements and tests every function
independently. For instance, the stopping of the car as soon as the
danger of an accident threatens is evidently effective only if the
movement controlling the lever is carried out with sufficient
rapidity. We should accordingly be justified in examining the
quickness with which the individual reacts on optical stimuli. If a
playing child suddenly runs across the track of the electric railway,
a difference of a tenth of a second in the reaction-time may decide
his fate. But I may say at once that I did not find characteristic
differences in the rapidity of reaction of those motormen whom the
company had found reliable and those who have frequent accidents. It
seems that the slow individuals do not remain in the service at all.
As a matter of course certain other indispensable single functions,
like sharpness of vision are examined before the entrance into the
service and so they cannot stand as characteristic conditions of good
or bad service among the actual employees.
For this reason, in the case of the motormen I abstracted from the
study of single elementary functions and turned my attention to that
mental process which after some careful observations seemed to me the
really central one for the problem of accidents. I found this to be a
particular complicated act of attention by which the manifoldness of
objects, the pedestrians, the carriages, and the automobiles, are
continuously observed with reference to their rapidity and direction
in the quickly changing panorama of the street. Moving figures come
from the right and from the left toward and across the track, and are
embedded in a stream of men and vehicles which moves parallel to the
track. In the face of such manifoldness there are men whose impulses
are almost inhibited and who instinctively desire to wait for the
movement of the nearest objects; they would evidently be unfit for the
service, as they would drive the electric car far too slowly. There
are others who, even with the car at high speed, can adjust themselves
for a time to the complex moving situation, but whose attention soon
lapses, and while they are fixating a rather distant carriage, may
overlook a pedestrian who carelessly crosses the track immediately in
front of their car. In short, we have a great variety of mental types
of this characteristic unified activity, which may be understood as a
particular combination of attention and imagination.
My effort was to transplant this activity of the motormen into
laboratory processes. And here I may include a remark on the
methodology of psychological industrial experiments. One might
naturally think that the experience of a special industrial
undertaking would be best reproduced for the experiment by repeating
the external conditions in a kind of miniature form. That would mean
that we ought to test the motormen of the electric railway by
experiments with small toy models of electric cars placed on the
laboratory table. But this would be decidedly inappropriate. A reduced
copy of an external apparatus may arouse ideas, feelings, and
volitions which have little in common with the processes of actual
life. The presupposition would be that the man to be tested for any
industrial achievement would have to think himself into the miniature
situation, and especially uneducated persons are often very
unsuccessful in such efforts. This can be clearly seen from the
experiences before naval courts, where it is usual to demonstrate
collisions of ships by small ship models on the table in the
courtroom. Experience has frequently shown that helmsmen, who have
found their course a life long among real vessels in the harbor and on
the sea, become entirely confused when they are to demonstrate by the
models the relative positions of the ships. Even in the naval war
schools where the officers play at war with small model ships, a
certain inner readjustment is always necessary for them to bring the
miniature ships on the large table into the tactical game. On the
water, for instance, the navy officer sees the far-distant ships very
much smaller than those near by, while on the naval game table all the
ships look equally large. On the whole, I feel inclined to say from my
experience so far that experiments with small models of the actual
industrial mechanism are hardly appropriate for investigations in the
field of economic psychology. The essential point for the
psychological experiment is not the external similarity of the
apparatus, but exclusively the inner similarity of the mental
attitude. The more the external mechanism with which or on which the
action is carried out becomes schematized, the more the action itself
will appear in its true character.
In the method of my experiments with the motormen, accordingly, I had
to satisfy only two demands. The method of examination promised to be
valuable if, first, it showed good results with reliable motormen and
bad results with unreliable ones; and secondly, if it vividly aroused
in all the motormen the feeling that the mental function which they
were going through during the experiment had the greatest possible
similarity with their experience on the front platform of the
electric car. These are the true tests of a desirable experimental
method, while it is not necessary that the apparatus be similar to the
electric car or that the external activities in the experiment be
identical with their performance in the service. After several
unsatisfactory efforts, in which I worked with too complicated
instruments, I finally settled on the following arrangement of the
experiment which seems to me to satisfy those two demands.
The street is represented by a card 9 half-inches broad and 26
half-inches long. Two heavy lines half an inch apart go lengthwise
through the centre of the card, and accordingly a space of 4
half-inches remains on either side. The whole card is divided into
small half-inch squares which we consider as the unit. Thus there is
in any cross-section 1 unit between the two central lines and 4 units
on either side. Lengthwise there are 26 units. The 26 squares which
lie between the two heavy central lines are marked with the printed
letters of the alphabet from A to Z. These two heavy central lines are
to represent an electric railway track on a street. On either side the
4 rows of squares are filled in an irregular way with black and red
figures of the three first digits. The digit 1 always represents a
pedestrian who moves just one step, and that means from one unit into
the next; the digit 2 a horse, which moves twice as fast, that is,
which moves 2 units; and the digit 3 an automobile which moves three
times as fast, that is, 3 units. Moreover, the black digits stand for
men, horses, and automobiles which move parallel to the track and
cannot cross the track, and are therefore to be disregarded in looking
out for dangers. The red digits, on the other hand, are the dangerous
ones. They move from either side toward the track. The idea is that
the man to be experimented on is to find as quickly as possible those
points on the track which are threatened by the red figures, that is,
those letters in the 26 track units at which the red figures would
land, if they make the steps which their number indicates. A red digit
3 which is 4 steps from the track is to be disregarded, because it
would not reach the track. A red digit 3 which is only 1 or 2 steps
from the track is also to be disregarded, because it would cross
beyond the track, if it took 3 steps. But a red 3 which is 3 units
from the track, a red 2 which is 2 units from the track, and a red 1
which is 1 unit from the track would land on the track itself; and the
aim is quickly to find these points. The task is difficult, as the
many black figures divert the attention, and as the red figures too
near or too far are easily confused with those which are just at the
dangerous distance.
As soon as this principle for the experiment was recognized as
satisfactory, it was necessary to find a technical device by which a
movement over this artificial track could be produced in such a way
that the rapidity could be controlled by the subject of the experiment
and at the same time measured. Again we had to try various forms of
apparatus. Finally we found the following form most satisfactory.
Twelve such cards, each provided with a handle, lie one above another
under a glass plate through which the upper card can be seen. If this
highest card is withdrawn; the second is exposed, and from below
springs press the remaining cards against the glass plate. The glass
plate with the 12 cards below lies in a black wooden box and is
completely covered by a belt 8 inches broad, made of heavy black
velvet. This velvet belt moves over two cylinders at the front and the
rear ends of the apparatus. In the centre of the belt is a window
4-1/2 inches wide and 2-1/2 inches high. If the front cylinder is
turned by a metal crank, the velvet belt passes over the glass plate
and the little window opening moves over the card with its track and
figures. The whole breadth of the card, with its central track and its
4 units on either side, is visible through it over an area of 5 units
in the length direction. If the man to be experimented on turns the
crank with his right hand, the window slips over the whole length of
the card, one part of the card after another becomes visible, and then
he simply has to call the letters of those units in the track at which
the red figures on either side would land, if they took the number of
steps indicated by the digit. At the moment the window has reached Z
on the card, the experimenter withdraws that card and the next becomes
visible, as a second window in the belt appears at the lower end when
the first disappears at the upper end. In this way the subject can
turn his crank uninterruptedly until he has gone through the 12 cards.
The experimenter notes down the numbers of the cards and the letters
which the subject calls. Besides this, the number of seconds required
for the whole experiment, from the beginning of the first card to the
end of the twelfth, is measured with a stopwatch. This time is, of
course, dependent upon the rapidity with which the crank is turned.
The result of the experiment is accordingly expressed by three
figures, the number of seconds, the number of omissions, that is, of
places at which red figures would land on the track which were not
noticed by the subject; and, thirdly, the number of incorrect places
where letters were called in spite of the fact, that no danger
existed. In using the results, we may disregard this third figure and
give our attention to the speed and the number of omissions.
The necessary condition for carrying out the experiments with this
apparatus is a careful, quiet, practical explanation of the device.
The experiment must not under any circumstances be started until the
subject completely understands what he has to do and for what he has
to look out. For this purpose I at first always show the man one card
outside of the apparatus and explain to him the differences between
the black and the red figures, and the counting of the steps, and show
to him in a number of cases how some red figures do not reach the
track, how others go beyond the track, and how some just land in
danger on the track. As soon as he has completely understood the
principle, we turn to the apparatus and he moves the window slowly
over a test card, and tries to find the dangerous spots, and I turn
his attention to every case in which he has omitted one or has given
an incorrect letter. We repeat this slowly until he completely masters
the rules of the game. Only then is he allowed to start the
experiment. I have never found a man with whom this preparation takes
more than a few minutes.
After developing this method in the psychological laboratory, I
turned to the study of men actually in the service of a great electric
railway company which supported my endeavors in the most cordial
spirit. In accordance with my request, the company furnished me with a
number of the best motormen in its service, men who for twenty years
and more had performed their duties practically without accidents,
and, on the other hand, with a large number of motormen who had only
just escaped dismissal and whose record was characterized by many more
or less important collisions or other accidents. Finally, we had men
whose activity as motormen was neither especially good nor especially
bad.
The test of the method lies first in the fact that the tried motormen
agreed that they really pass through the experiment with the feeling
which they have on their car. The necessity of looking out in both
directions, right and left, for possible obstacles, of distinguishing
those which move toward the track from the many which move along the
track, the quick discrimination among the various rates of rapidity,
the steady forward movement of the observation point, the constant
temptation to give attention to those which are still too far away or
to those which are so near that they will cross the track before the
approach of the car, in short, the whole complex situation with its
demands on attention, imagination, and quick adjustment, soon brings
them into an attitude which they themselves feel as identical with
that in practical life. On the other hand, the results show a
far-reaching correspondence between efficiency in the experiment and
efficiency in the actual service. With a relatively small number of
experiments this correspondence cannot be expected to be complete, the
more as a large number of secondary features must enter which
interfere with an exact correlation between experiment and standing in
the railway company. We must consider, for instance, that those men
whom the company naturally selects as models are men who have had
twenty to thirty years of service without accidents, but consequently
they are rather old men, who no longer have the elasticity of youth
and are naturally less able to think themselves into an artificial
situation like that of such an experiment, and who have been for a
long time removed from contact with book work. It is therefore not
surprising, but only to be expected, that such older, model men, while
doing fair work in the test, are yet not seldom far surpassed by
bright, quick, young motormen who are twenty years younger, even
though they are not yet ideal motormen. Moreover, the standing in the
company often depends upon features which have nothing to do with the
mental make-up of the man, while the experiment has to be confined to
these mental conditions which favor accidents. It is quite possible
that a man may happen to experience a slight collision, even though no
conditions for the accident were lying in his mental make-up. But we
may go still further. The experiment refers to those sides of his mind
which make him able to foresee the danger points, and that is
decidedly the most essential factor and the one from which most can be
hoped for the safety of the public. But this does not exclude the
possibility that some other mental traits may become causes of
accidents. The man may be too daring and may like to run risks, or he
may still need discipline, or he may not be sufficiently acquainted
with the local conditions. Any such secondary factors may cause some
slight accidents with the man who shows rather fair results in the
experimental test of his foresight. Finally, we must not forget that
some men enter into such tests under a certain nervous tension and
therefore may not show so well at the very first test as their mental
equipment should allow. Hence it is decidedly desirable not to rely on
the first test, but to repeat it. If those various interferences are
taken into account, the correspondence between efficiency and the
results of the tests is fairly satisfactory. It justified me in
proposing that the experiments be continued and in regarding it as
quite possible that later tests on the basis of this principle may be
introduced at the employment of motormen.
A difficulty is presented by the valuation of the numerical results.
The mere number of omissions alone cannot be decisive, as it is clear
that no intelligent man would make any omissions if he should give an
unlimited amount of time to it; for instance, if he were to spend
fifteen minutes on those 12 cards. But this is the same thing as to
say that a motorman would not run over any one if he were to drive his
car one mile in an hour. The practical problem is to combine the
greatest possible speed with the smallest number of oversights and
both factors must therefore be considered. The subject who makes
relatively many mistakes but uses a very short time must be
acknowledged to be as good as the man who makes fewer mistakes but
takes a longer time. In the results which I have gathered in
experiments with motormen, no one has gone through those 12 cards in a
shorter time than 140 seconds, while the longest time was 427 seconds.
On the other hand, no one of the motormen made less than 4 omissions,
while the worst ones made 28 omissions. I abstract from one extreme
case with 36 omissions. On the whole, we may say that the time
fluctuates between 180 and 420, the mistakes between 4 and 28. The aim
is to find a formula which gives full value to both factors and makes
the material directly comparable in the form of one numerical value
instead of the two. If we were simply to add the number of seconds and
the number of omissions, the omissions would count far too little,
inasmuch as 10 additional omissions would then mean no more than 10
additional seconds. On the other hand, if we were to multiply the two
figures the omissions would mean by far too much, as the transition
from 4 mistakes to 8 mistakes would then be as great a change as the
transition from 200 to 400 seconds, that is, from the one extreme of
time to the other. Evidently we balance both factors if we multiply
the number of omissions by 10 and add them to the number of seconds.
The variations between 4 and 28 omissions are 24 steps, which
multiplied by 10 correspond to the 240 steps which lie between 180 and
420 seconds. On that basis any additional 50 seconds would be equal to
5 additional omissions. If of two men one takes 100 seconds less than
his neighbor, he is equal to him in his ability to satisfy the demands
of the service, if he makes 10 mistakes more.
On the basis of this calculation I find that the old, well-trained
motormen come to a result of about 450, and I should consider that an
average standard. This would mean that a man who uses 400 seconds
would not be allowed to make more than 5 omissions, in 350 seconds not
more than 10, in 300 not more than 15, in 250 not more than 20, under
the condition that these are the results of the first set of
experiments. Where there are more than 20 omissions made, mere
quickness ought not to be allowed as a substitute. The man who takes
150 seconds and makes 30 mistakes would come up to the same standard
level of 450. Yet his characteristics would probably not serve the
interests of the service. He would speed up his car and would make
better time than any one else, but would be liable to accidents. I
should consider 20 mistakes with a time not longer than 250 as the
permissible maximum. Among the younger motormen whom I examined, the
best result was 290, in which 270 seconds were used and only 2
omissions made. Results below 350 may be considered as very good. One
man, for instance, carried out the experiment in 237 seconds with 11
mistakes, which gives the result 347. From 350 to 450 may be counted
as fair, 450 to 550 as mediocre, and over 550 as very poor. In the
case of old men, who may be expected to adjust themselves less easily
to artificial experiments, the limits may be shifted. If the
experiments are made repeatedly, the valuation of the results must be
changed accordingly. The training of the men in literary and
mathematical work or in experimentation may be considered, as our
experiments have shown that highly educated young people with long
training in experimental observations can pass through the test much
more quickly than any one of the motormen could. Among the most
advanced graduate students who do research work in my Harvard
laboratory there was no one whose result was more than 275, while, as
I said, among all the motormen there was no one whose result was less
than 290. The best result reached was by a student who passed through
the test in 223 seconds with only 1 mistake, the total therefore being
233. Next came a student who did it in 215 seconds with 3 mistakes,
total, 245; then in 228 seconds with 2 omissions, total, 248, and so
on.
I recapitulate: With men on the educational level and at the age that
comes in question for their first appointment in the service of an
electric railway company, the test proposed ought to be applied
according to this scheme. If they make more than 20 mistakes, they
ought to be excluded; if they make less than 20 mistakes, the number
of omissions is to be multiplied by 10 and added to the number of
seconds. If the sum is less than 350, their mental fitness for the
avoidance of accidents is very high, between 350 and 450 fair, and
more than 550 not acceptable under any conditions. I submit this,
however, with the emphasis on my previous statement that the
investigation is still in its first stage, and that it will need a
long coöperation between science and industry in order to determine
the desirable modifications and special conditions which may become
necessary in making the employment of men partly dependent upon such
psychological tests. There can be no doubt that the experiments could
be improved in many directions. But even in this first, not adequately
tested, form, an experimental investigation of this kind which demands
from each individual hardly 10 minutes would be sufficient to exclude
perhaps one fourth of those who are nowadays accepted into the service
as motormen. This 25 per cent of the applicants do not deserve any
blame. In many other occupations they might render excellent service;
they are neither careless nor reckless, and they do not act against
instructions, but their psychical mechanism makes them unfit for that
particular combination of attention and imagination which ought to be
demanded for the special task of the motorman. If the many thousands
of injury and the many hundreds of death cases could be reduced by
such a test at least to a half, then the conditions of transportation
would have been improved more than by any alterations in the technical
apparatus, which usually are the only objects of interest in the
discussion of specialists. The whole world of industry will have to
learn the great lesson, that of the three great factors, material,
machine, and man, the man is not the least, but the most important.
IX