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Ruling pen

A ruling pen is a precision drafting instrument designed for drawing straight, uniform ink lines, featuring two adjustable metal blades or points that contain the ink and determine the line's thickness via their separation, typically controlled by a screw mechanism.^[1] Originating in Europe during the early 18th century, the ruling pen quickly became a staple in technical drawing kits, enabling accurate line work in fields such as engineering, architecture, and cartography when used alongside straightedges and curves.^[1] By the 19th and 20th centuries, variations in steel construction proliferated across Europe and North America, supporting the production of mechanical illustrations and maps with consistent precision before the widespread adoption of computer-aided design.^[2] In the late 20th century, the ruling pen transitioned from purely technical applications to artistic ones, particularly in calligraphy and experimental lettering, where tilting the tool allows for dynamic stroke widths and fluid expressions not possible with traditional nibs.^[3] This adaptation, popularized by calligraphers since the 1970s, has led to innovations like folded pens and its use with diverse media, including watercolor, expanding its role in contemporary graphic design and fine art.^[4]

Design and Functionality

Components and Mechanism

The ruling pen consists of two parallel metal tines, typically crafted from hardened nickel-plated steel, that taper to fine points at the tip and form a narrow gap serving as an ink reservoir between them.^[5]^[6] These tines are spring-tempered to provide inherent elasticity and maintain consistent tension, ensuring the ink is held securely without dripping when the pen is at rest.^[6] The structure allows ink or other fluid media to be retained in the reservoir through capillary action, with the tines interacting to dispense the medium evenly onto a surface as the points make contact, producing precise lines.^[7] At the upper end of the tines, an adjustment screw—often a thumbscrew or knurled wingnut mechanism—connects the blades and enables control over their separation, directly influencing the reservoir's width and thus the potential line thickness.^[4] This screw is typically integrated into a sturdy frame that secures the tines in alignment, preventing misalignment during use. The handle, which connects to the adjustment mechanism, provides an ergonomic grip for the user and is commonly made of wood or durable plastic for comfort and balance.^[4] Handles vary in length from approximately 4 to 6 inches to ensure portability while allowing stable control.^[8] The reservoir between the tines accommodates various fluid media, such as ink, gouache, or watercolor, without requiring a separate chamber, as the gap itself acts as the holding space.^[4]

Adjustment and Operation

To prepare a ruling pen for drawing, the user loosens the thumb-screw or knurled nut to separate the two blades, creating a controllable gap between them that will define the line width.^[9] Ink is then carefully applied to this gap using a brush or eyedropper, filling the reservoir without allowing any to spill onto the outer surfaces of the blades, which could cause smudging.^[9] Once filled, the screw is tightened to secure the blades at the desired separation, typically yielding lines from 0.1 mm to about 1.5 mm in thickness, depending on the ink's viscosity and the exact adjustment.^[10]^[11] In operation, the pen is held nearly perpendicular to the surface with the blade gap oriented upward and the adjusting screw facing away from the user, positioning the index finger above the screw and the middle finger against the blades for stability.^[9] It is drawn steadily along a straightedge like a T-square or triangle from left to right, applying light, even downward pressure to promote consistent ink transfer through capillary action, where surface tension holds the ink in the reservoir until contact with the paper releases it.^[12] To avoid blotting or irregular widths, the motion should stop just before the line's end, with the pen lifted immediately after completion, and the arm rather than the wrist used for longer strokes. This technique relies on the interplay of surface tension, capillary forces, and gravity to produce smooth, non-feathering lines on media such as paper or vellum.^[12] For maintenance, the blades should be cleaned promptly after use by loosening the screw, wiping away ink residue with a soft cloth moistened in warm water or a mild solvent like ammonia solution, and ensuring no dried particles remain to clog the gap.^[9] If sharpening is needed due to wear, it should be done by a professional using an oilstone followed by emery paper to preserve the blades' elliptical curve and even thickness.^[13] The pen is then stored with the blades fully closed, ideally in a protective case or tube, to prevent bending or damage to the tines.^[9]

Types and Variations

Standard Ruling Pen

The standard ruling pen features a simple two-tine design with steel blades that are adjusted via a basic screw mechanism, lacking additional attachments to enable the creation of uniform straight lines in technical sketches.^[14]^[15] This configuration allows for precise control over ink flow between the tines, optimizing it for consistent line quality without the need for specialized guides.^[14] Typically measuring 10-15 cm in length, the standard ruling pen consists of hardened steel tines attached to a straightforward handle, historically crafted from materials like ivory or ebony for durability and grip.^[16]^[15] This tool is particularly suited for producing precise, adjustable-width lines in general drafting tasks, such as engineering diagrams and architectural plans, where straight-line accuracy is essential but complex curves or borders are absent.^[14]^[16] The standard ruling pen was first standardized in the early 19th century for engineering applications, with line widths controlled manually through the screw adjustment to ensure reproducibility across drawings.^[15]^[14]

Specialized Variants

Specialized variants of the ruling pen were developed in the mid-19th century to overcome the limitations of the standard model in creating complex lines for technical illustrations, such as those required in engineering and cartography.^[17] These adaptations featured modified blade configurations and mechanisms while retaining the core principle of adjustable tines for ink control.^[14] The curve pen incorporates a swivel-head or rotatable rod with S-shaped blades, allowing the nib to follow irregular paths like those of roads or contours without a separate guide; a locking nut or screw adjusts the blades from loose for curves to fixed for straights.^[18] Early examples, such as English ivory-handled models from the late 19th century, used turned ball ends for smooth handling in drafting.^[17] This design facilitated precise curved lines in architectural and mapping work, with line widths up to 0.75 mm.^[10] Railroad pens, also known as double or road pens, employ two pairs of spring-loaded blades—often hinged and adjustable via screws or nuts—to draw parallel lines simulating tracks, borders, or pathways, with extended tines for stability.^[18] Mid-19th-century English versions featured brass blades and ivory handles, sometimes with knurled knobs for cleaning access, reflecting the era's railroad boom.^[17] These tools produced consistent dual lines up to 0.75 mm thick, essential for infrastructure drawings.^[10] Border pens utilize wider gaps and flat or broad blades to produce thick, even outlines for decorative or structural edges in maps and illustrations, holding more ink for extended strokes.^[14] Late 19th-century German models, like those by Schoenner with ebony handles and fixed steel blades, included knurled adjustment screws for precision.^[17] Double-bladed variants further enhanced capacity for bold borders, maintaining line thicknesses comparable to standard pens.^[10] Broad pens feature enlarged or three-bladed tines to generate thicker, variable-width strokes suitable for shading or emphatic lettering in technical plates.^[10] Fixed-blade designs on baluster handles, common in 19th-century sets, doubled the line width of basic models for heavy outlining.^[17] Swedish detail variants emphasized durability with ebony or ivory grips.^[19] Compass ruling pens consist of attachable ink legs or nib extensions that replace pencil points in compasses, enabling uniform circular or arc lines in geometric drafting.^[18] Patented 1892 German "flat system" models used screw-free rod assemblies for lightweight precision, with hinged legs for easy maintenance.^[17] Early 20th-century catalogs listed them with slide-catch mechanisms and steel points, supporting radii from small to 6 inches at widths up to 0.75 mm.^[19]

Historical Development

Origins and Early Use

The ruling pen traces its origins to simple two-pronged metal tools that served as precursors for creating precise, permanent lines in technical drawings, with evidence of their use dating back at least two thousand years. These early instruments, relying on surface tension to hold ink between adjustable blades, were employed across ancient cultures for engineering and architectural sketches, notably in Roman times where they produced truer edges than charcoal or chalk alternatives. Such tools marked a foundational shift toward mechanical precision in drafting, distinct from broader writing implements like reed pens.^[20] In Europe, the modern steel ruling pen emerged in the early 18th century, coinciding with advancements in cartography and architecture that demanded greater accuracy in large-scale plans. First documented forms featured adjustable steel tines for controlling line width, appearing in drafting sets across the continent in early 18th-century European productions. This development reflected a broader professionalization of technical illustration, where straightedges and compasses became standard companions to the pen.^[21]^[22] Initially, ruling pens were primarily used for inking straight lines on vellum or paper, offering superior durability over quill pens that frayed easily in repetitive professional tasks. By the early 1700s, they featured in European drafting manuals, signaling the transition from handmade quills to adjustable metal instruments suited for reproducible precision in fields like surveying and design. This era's tools, often with knurled screws for tine adjustment, laid the groundwork for standardized technical drawing practices.^[23]

19th and 20th Century Advancements

During the 19th century, ruling pens underwent significant refinements that enhanced their precision and durability, aligning with the growing demands of the Industrial Revolution for accurate engineering and architectural blueprints. Innovations in steel construction allowed for finer lines without deformation. These advancements supported the era's explosion in mechanical design and cartography.^[14] By the late 1800s, mass production techniques made ruling pens more accessible and standardized, transforming them from artisanal tools into essential drafting equipment. American firm Keuffel & Esser, established in 1867 as the first U.S. company specializing in drafting instruments, began producing high-quality ruling pens in sets that included specialized variants.^[24] These variants catered to specific needs, such as double-nib pens for rendering parallel lines like railroads on maps and extra-wide pens for creating borders on technical drawings.^[14] Such standardization met the needs of expanding industries like civil engineering and manufacturing. In the 20th century, ruling pens adapted to diverse applications beyond traditional drafting, including integration with other tools and unconventional uses. Drafting compasses frequently incorporated ruling nib attachments, allowing for precise inked circles and arcs in geometric constructions, a feature common in professional sets from the early 1900s. Early innovations included the 1909 patent for the Namiki ruling pen by Ryosuke Namiki in Japan.^[25] Around 1900, some models used nickel alloys for added durability. In the Soviet Union, ruling pens found non-drafting utility as improvised tweezers for eyebrow shaping, a practice highlighted in popular culture such as the 1977 film Office Romance, reflecting their widespread household availability. Ruling pens reached their peak popularity from the 1920s to the 1950s in architectural and mechanical drafting, where they were the standard for inking detailed plans before the emergence of technical pens like the Rotring Rapidograph in 1953, which offered greater ease and consistency.^[26]^[27]

Applications and Techniques

In Technical Drafting

In technical drafting, ruling pens were essential tools integrated into professional workflows for engineering, architecture, and machinery drawings, where they were paired with T-squares, straightedges, and French curves to ink precise plans, sections, and elevations after initial pencil layouts.^[28]^[29] The process began with sketching guidelines in pencil on drafting paper or vellum, followed by carefully inking over these lines using the ruling pen guided by the straightedge or curve, and concluding with the erasure of underlying pencil marks to yield clean, final reproductions suitable for blueprints or construction documents.^[28] Specialized variants, such as curve ruling pens, facilitated this integration by enabling smooth tracing along French curves for irregular outlines in complex elevations.^[30] Key techniques emphasized precision and consistency: the pen was held perpendicular—at a 90-degree angle—to the paper surface and drawn steadily along the guiding edge with light, even pressure to produce uniform lines, while avoiding multiple passes over the same path to prevent ink bleeding or irregularities.^[29]^[28] For emphasis in sectional views or shadowed elements, heavier pressure could subtly vary line boldness within the adjusted nib gap, and revisions were managed by layering successive ink applications after drying, often using India ink for its opacity and adhesion on large-format sheets.^[28] These pens offered significant advantages in the pre-digital era, producing durable, archival-quality lines with India or iron gall inks that resisted smudging and fading, making them indispensable for blueprints and other reproducible documents before widespread photocopying in the mid-20th century.^[28]^[29] In cartography, ruling pens were a staple from the 18th century through the mid-20th century, particularly for rendering grid lines and other precise straight elements on topographic maps, where their ability to maintain exact uniformity across expansive formats ensured accurate spatial representation in works like those produced by the U.S. Geological Survey.^[31]^[32]^[33]

In Art and Calligraphy

In art and calligraphy, ruling pens have gained popularity for their versatility in creating expressive, fluid lines that traditional dip pens cannot easily replicate. Folded or broad variants, such as those with metal nibs attached to penholders, enable dynamic lettering by allowing artists to vary line weights through adjustments in pen angle and tilt.^[34] Thin strokes are achieved by using the pointed tip, while broader marks result from laying the edge flat against the surface, with the pen's design facilitating quick shifts for rhythmic, calligraphic flourishes.^[9] This technique suits modern calligraphy, where the pen's responsiveness to subtle movements produces organic variations in stroke thickness without requiring multiple tools.^[35] Artistic applications extend beyond precise lettering to experimental techniques that leverage the pen's ability to handle viscous fluids. Artists employ ruling pens for dripping or spattering ink, generating abstract effects through controlled splatters and rough-edged strokes that add texture and spontaneity to compositions.^[36] In mixed-media illustrations, particularly for comics and graphic novels, the pen is often combined with brushes to apply inks or watercolors, enabling precise line work alongside broader washes for dynamic paneling and character detailing.^[37] These methods highlight the tool's tactile control, ideal for layering fluid media on varied surfaces like textured paper or boards. Prominent contemporary calligrapher Brody Neuenschwander has championed custom ruling pens for expressive text art, collaborating on designs like the Handwritmic Brody Pen to enhance modern lettering practices.^[38] This asymmetrical tool, developed over two years, supports bold, medium, and thin strokes, reflecting Neuenschwander's approach to integrating ruling pens into innovative, performance-based calligraphy since the late 20th century.^[39]

Modern Context and Alternatives

Contemporary Uses

In contemporary practice, ruling pens remain a niche tool in picture framing, particularly for creating precise ink lines on mats to enhance artwork presentation. Framers use them to draw clean borders and decorative elements, often combining the pen with colored pencils, metallic inks, or acrylics in modern "French matting" techniques that incorporate intricate designs like nebulae or stars on linen inlays.^[40] Illustrators continue to employ ruling pens for fine-line work, especially in precision drawing and lettering for publications such as comic books and graphic novels, where the tool's adjustable nib ensures consistent, neat ink disbursement for outlines and details.^[37] Vintage ruling pens are valued as collectible items among hobbyists and in institutions like the National Museum of American History, which holds examples from the 18th to 20th centuries in its drafting tools collection, highlighting their historical role in technical drawing.^[41] Reproductions and modern variants are available from art suppliers, such as those offered by John Neal Books, allowing contemporary users to access durable, adjustable models for ink and fluid media.^[42] In art education, ruling pens are taught in programs like those at the former Corcoran School of Art, where instructors such as Julian Waters incorporated them into lettering and typography courses to develop students' understanding of ink flow, line variation, and hand control.^[43] Since the 2000s, ruling pens have been utilized in museum conservation for replicating precise lines in the restoration of historical technical drawings and modern abstract artworks, as conservators study and mimic techniques like those of Argentine artist Alfredo Hlito, who applied thinned oil paints with the pen for sharp edges in pieces such as Ritmos cromáticos III (1949).^[44] As of 2025, ruling pens continue to feature in calligraphy master classes and workshops, such as those led by artists like Rachel and Sachin, emphasizing diverse approaches to lettering and experimental techniques.^[45]

Replacement by Digital Tools

The rise of technical pens in the mid-20th century significantly diminished the prominence of traditional ruling pens in drafting. In 1953, Rotring introduced the Rapidograph, a technical pen that provided consistent ink flow and precise line widths without the frequent adjustments required by ruling pens, thereby simplifying technical drawing processes.^[27] This innovation directly replaced the ruling pen as the standard tool for engineers and architects, offering greater reliability for creating uniform lines on drafting surfaces.^[46] Building on this momentum, the Rotring Isograph, launched in 1976, further eroded ruling pen usage with its refillable reservoir and durable nib design, which maintained line consistency across extended sessions without manual ink reloading.^[47] These advancements in the 1950s and 1960s shifted professional preferences toward tools that minimized variability and maintenance, rendering adjustable ruling pens increasingly obsolete in technical applications.^[27] The transition accelerated with the digital revolution, as computer-aided design (CAD) software transformed drafting workflows. AutoCAD, released in 1982 by Autodesk, enabled precise vector-based drawings on computers, eliminating the need for manual inking altogether and allowing for easy revisions and scalability.^[48] By the 1990s, widespread adoption of CAD and similar vector graphics tools had supplanted physical ruling instruments in most professional settings, with manual methods confined to niche or educational contexts.^[49] Today, ruling pens endure primarily as symbols of analog precision amid digital dominance, evoking the tactile accuracy of pre-CAD eras. They appear in hybrid workflows, such as guiding ink application over digitally printed templates to blend computational designs with handcrafted finishes in specialized printing processes. In the 2020s, their use in professional drafting has become negligible based on the rarity of manual methods in commercial engineering, though their fluid line mechanics continue to inspire digital emulations like customizable brush simulations in Adobe Illustrator.^[50]

References

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Ruling Pen | Smithsonian Institution
**Summary of Ruling Pen (NMAH 904285)**
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Drafting Pens and Pencils | Smithsonian Institution
Objects in the NMAH mathematics collections suggest the diversity of drawing, or ruling, pens made in Europe and North America from the 18th to the 20th ...
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Demystifying the Ruling Pen - Paul Shaw Letter Design
The article explains the ruling pen's history as an artistic tool, discusses techniques, and provides samples of work by calligraphers.
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Ruling Pen Basics
### Summary of Ruling Pen Basics
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Spring Blade Ruling Pen - Alvin - ArtSupply.com
Out of stock Rating 5.0 2 Features a hardened nickel-plated tool steel nib with spring blade design. Black plastic handle. Questions about this item? Send it to us here.Missing: tines tempered adjustment screw<|control11|><|separator|>
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Ruling and Lettering Pens | Muddy Colors
Nov 14, 2014 · Ruling pens work by capillary action, storing ink between two metal tines and releasing it as the paper breaks the surface tension of the ink.Missing: components mechanism structure reservoir
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[3 Sizes Straight Line Pens]: Ruling Pen total 3 sizes, each size 2pcs, is approx 4.76 inch(12.1cm), 4.88 inch(12.4cm), 5.35 inch(13.6cm) in length ...
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Ruling Pen | Smithsonian Institution
This 4-7/8" steel pen has twin blades whose line thickness is adjusted by a screw. The pen is not marked. Similar ruling pens first appeared in Europe at the ...
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### Summary of Ruling Pen Basics from https://www.johnnealbooks.com/blog/ruling-pen-basics/
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Ruling pen: types and properties - Sandy Kurt
Nov 20, 2023 · This ruling pen has two pairs of curved spring blades with three adjustment nuts. It is used to draw two parallel lines at the same time.Missing: components mechanism structure screw reservoir
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May 28, 2021 · To use the pen, hold it so that the gap between the jaws is facing up towards the ceiling and the adjustment screw is facing away from you. Make ...Missing: operation maintenance
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Jul 31, 2015 · A draftsman's ruling pen consists of two spring loaded metal arms that come to rounded points. The distance between the arms can be adjusted.Missing: definition | Show results with:definition
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The pen is not marked. Similar ruling pens first appeared in Europe at the beginning of the 18th century. References: Maya Hambly, Drawing ...
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Pens - Maths Instruments
Two English ruling pens. The first dates from the late eighteenth century. The brass handle unscrews halfway along its length to reveal a protracting pin.Missing: origin 19th
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In ordering hy this Catalogue it is necessary to give the number with the price of the article and in some cases size, color etc. As we use every precaution in ...
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Item Weight. 8 Grams. Style. 118(Middle). Number of Items. 1. Line Control: This metal ruling pen features an adjustable screw to customize line length, ...
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Apr 7, 2008 · 5¼” brass ruling pen with fixed steel blades, knurled adjustment screw as above, with decoratively turned handle. Brass end for pencil [lacking] ...
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I-P - Scientific Instruments Society
Also known as: Mapping pen. Pen (Curved line) Drawing instrument. A form of ruling pen in which the pen blades are attached to a rod, which is free to rotate ...
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[PDF] Catalogue & price list of Eugene Dietzgen Co - Compleat Surveyor
The reputation, which we have maintained for nearly a quarter of a century, as conscientious manufacturers and distributers of modern goods for the profession, ...<|control11|><|separator|>
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The Undisciplined Drawing - MDPI
For at least two thousand years the principal tool for making permanent lines in technical (and other) drawings has been the ruling pen (Figure 15).
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Ruling Pen | National Museum of American History
This 4-7/8" steel pen has twin blades whose line thickness is adjusted by a screw. The pen is not marked. Similar ruling pens first appeared in Europe at the ...
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Engineering, Surveying, Drafting, & Cartography 3 | PDF | Pen - Scribd
Rating 5.0 (8) This document provides an overview of drafting and surveying tools from the 18th century. It describes various drafting sets from the period housed in ...<|separator|>
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“The invention of the metallic pen is due to a French mechanic— Arnoux—who lived in the eighteenth century, who made as far back as 1750 a number of metallic ...
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Wilhelm J.D. Keuffel | Immigrant Entrepreneurship
May 31, 2013 · Best known for its popularization of the slide rule, Keuffel & Esser was the first American company to specialize in the manufacture and ...<|separator|>
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Combination Instruments | National Museum of American History
Some compasses have removable ends so that the user may change between pen and pencil points or may insert two needle points to operate the instrument as a ...<|separator|>
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1953 - A New Ruling Pen The new technology replaces the ruling pen of the day and greatly simplifies technical drawing (and continues to do so today), creating ...Missing: emergence | Show results with:emergence
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The Role of Ink in American Architectural Drawings Prior to 1860
Ruling pens used during the period were very similar to those available today. The pen was used for drawing straight lines with a straight edge as a guide.
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Jul 6, 2020 · A ruling pen (also called a 'steel pen') is a drawing instrument for drawing with ink or with other fluid media. I first came across ruling pens ...
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Steel Pens, Ruling Pens - Drawing Islamic Geometric Designs
Apr 29, 2020 · A ruling pen will feed anything that will drip, from water thin ink to shell gold and gouache. Some finesse is required, but they will do it.Missing: components mechanism reservoir
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[PDF] E. TOPOGRAPHIC MAPPING - USGS Publications Warehouse
A ruling pen should be kept sharp and clean, and its points should be ... Plotting grid on a projection. To put a 5,000-yard grid on a quad- rangle ...
[35]
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Uniform grid-cell maps had their moment when a sub- set of the 1971 British ... RULING PEN. Like the drawing pen, the ruling pen saw less use in map ...
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Drafting Set | U.S. Geological Survey - USGS.gov
Also known as a drawing set, the instruments were used in cartographic work. The instruments include ruling pens and ring head dividers.
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Dec 9, 2016 · A folded pen is a ruling pen with a folded metal nib, attached to a penholder, that can create thick and thin lines by adjusting the angle.Missing: variable | Show results with:variable
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May 12, 2021 · This was a time before computers were widely used, so everything he designed was drawn by hand and measured with a ruler. The gift I mentioned ...<|control11|><|separator|>
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The Brody Pen - Brody Neuenschwander - XMark Colaboration
Apr 25, 2021 · Brody Neuenschwander and XMark worked for more than two years to create the Handwritmic pen, better known as the Brody Pen. This ruling pen ...
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Mar 14, 2020 · A new calligraphy and drawing instrument with four functions: you can write bold, medium and thin strokes and you can trace and rule lines of different ...
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Hand drawn designs on picture frame mats set art apart! -
Jan 23, 2019 · The lines are traditionally made with a ruling pen and ink; and then the panels are added with watercolor, pastel or marbled papers. Today's “ ...
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Nov 1, 2016 · The Argentine artist Alfredo. Hlito in particular excelled in the mastery of the ruling pen. Ruling pens were used throughout the twentieth ...
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In 1953 on the basis of Tiku there was designed a prototype of a technical pen – Rapidograph. It secured even ink flow and possibility to draw line of certain ...
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