‘THE HAWTHORNE STUDIES
Ronald G. Greenwood, GMI Engineering & Management Institute
Charles D. Wroge, Rutgers University
asteact
Tis ts
the prestudies
a deveription of the Havthorne Studies from
through the Bank Wiring Room research,
Mitn “particular enphaste on the Relay Asseably Test
Roos.
INTRODUCTION
‘The Hawthorne Studies (Pigure 1) vere not so mach
planned as
foo a. revolution
studies has been 80
Blerepresented ae those perforsed at Kavthorne.
Nonerous writers have incorrectly — clatmed that
Harvard, Mayo, and even Roethlisberger conceived the
idea for these studies and administered thea. Nothing
could be further fros the truth. Hence the actual
history and the proper credit has rarely been awarded.
The, stelysis here not only clarifies the historic
Evolution of the studies, but aloo presents evidence
thet wege incentives, sa'vell as behavtoral factors,
they were a product of evolution, and Led
Tn management theory. No’ group of
‘widely discussed nor
Csused the unusual output achievements in the Relay
Test Room.
STUDIES LEADING TO HAWTHORNE
It was General Electric Company's desire to increase
the “ale of Lampe, motors and generators that Led
eventually "to the Hawthorne Studies. Their campaign
began in) 1910, but’ in 1913, im the hope of proving
that tnereased” {liuafnatton would result in increased
production and safer conditions, GE convinced the
National Electric Light Assoctatton and the
Association of Ediaon Illuminating Companies to test
the vietbility of objects on streets under different
conditions of illumination. The teats were under the
Atection of Hugo Monaterberg and Ne assistant Harold
Burtt. The renults of the observational tests which
began” in 1914, vere startling. Where illunination was
non-uniform aid of leas intensity, the targets were
been more frequently (Report, 1914]. Burtt conducted
the tests on Iatervale Avenue 4a the Bronx and tn the
Hacvard laboratory in the winter of 1914. His tests
Gemonstrated that merely providing an individual with
high-intensity, unifora illumination as a way to
Increase visual effietency was wrong. The electrical
conpantes and illuminating engineers, interested
prinactly in increasing Lighting revenues, ignored his
findings, A a Cesult, I1lumtnation tests on strecto
were halted and were ‘only conducted in industry for
The next. ten years, Leading eventually to the studies
at Hawthorne
In 1918, tm am effort to increase electrical revenues,
Willian ‘A. Durgin, of the Commoavealth Edison Company
Of Chicago, conducted a series of tests to prove that
Righer levela of {Llunination would lead to greater
productivity dn factories. Durgin selected four
Enteago factories here the average intensity was 2.9
footvcandles. Two of these were Fyott Foundry Coupany
‘and Foote Brothers Gear and Machinery Corporation.
The tests were tun for four months in each of these
Coupanies! the first month uaing existing Lighting,
the second with SOX greater Light tnteneity, the third
at original levels of intenstey, and the fourth at the
Inigher {ntensity level. This four-step approach teat
‘was used later in the Havthorne {llumination
with Durgin acting as advisor. The results of
studies shoved an’ increase 10 productivity of
with Mncreases of Light intensity ranging from
of less than a foot candle at Pyott and 4,6 at
Foote’ to highs of 4.8 (Pyott) aud 12.7 (Foote). The
reoulte of Durgin's fteets were startling. Electric
companies, convinced of the findings, urged further
fnvestigation, The General Electric Company waa
onpectally impressed end tn 1919 initiated an
‘educational campaign to sell. the idea of better
Industrial Lighting. Eventually they used these
research findings in their advertisements and
Continued the resetreh under corporate direction
HAWTHORNE, ILLUMINATION TESTS
(ioveaber 24, 192%-Apr‘l 30, 1927)
The success of the iLlumtnation teats, conducted by
the electrical tndustry from 1920 to 1923, left some
executives skeptical of the results. To overcome this
eepticiea, “the electrical industry adopted a new
progran combining both industrial and. Laboratory
{Uluntnetion tests, While ftnanctel support cane from
General Electric and other electric companies, it wae
fade to appear that the tests wore strictly scientific
by having then conducted by the National Research
Council "under a spectally formed unit “The Comittee
fon Industrial Lignting.” Dr. Ernest Fox Nichols, past
President of MIT and. the Director of the General
Hlectric Nels Park Lighting Laboratory in Cleveland,
was chosen to heed the comfttee, The Comtttee was
Offteally formed on January i, 1924. Nichole,
Fecogatzing the advantage of having’a nattonally know
clentiat asegctated with the terts, tavited Thomas
Edison to. becone the Honorary Chairman. Edison
accepted and the firet meeting of the comtttee vas
held in ne West Orange, N.J., Laboratory on October
BL, 1924," Frank Jewett of ATT, s committee menber,
Yolunteered The Havthorne Works of the
Electric Company as a test atte
Nichole . died before the teste
chatraanship of the committee was shifted to Dugald Ce
Jackson of MIT's Electrical Engineering Department.
This snift resulted in the selection of former MIT
students as field engineers, with Charles Snow as the
engineer for Hawthorne. The distance between the
headquarters of the comittee at MIT and the Havehorne
plant proved importent because as the teste
‘Snow, teolated in Chicago, wae left to his
‘as 8 result, Snow developed methods
he Hawthorne Tests which vere adopted 10
peculiar to
the {attial stages of the Relay Assembly Test. Roo
Under the _drection of
Tlumination Tests were intttared’ on Noveaber 24,
1924, tn three departnente of the Recetver and
Industton Coll Winding, Relay Assembly, snd Jack Shell
fand Jack Spring Inapection, The three departments
appeared to. be typical of factory operations,
Fequiring considerable use of the eyes. In addition,
the operators in these departments vere patd under
three different incentive systems! coll winding on
straight plece work, relay assembly under group piece
Fate, and’ Jack hell’ napecting on & straight day rate
Snow, the Hawthornevowrasau nolumnint i e3womOe 20
LN ag dee eed ee eee
ea wee ew sis
‘S3IGNLS S.3NYOHLMVH
1} aunoisnow, 1925]. Clarence Stoll, Havthorme Works
Manager, inelated thet all employees should be given
Mivanced informstion” on ‘the tests through an article
nthe HAVTHORNE MICROPHONE (the coupany newepeper),
ich. an article waa published on November 24, 1924
(awenorne]
‘TMK TEST PROCEDURE. Although the teste were designed
by Charles Snow,” he worked closely with Stolle
assiatent George ‘Pennock. Each test group worked
‘under the existing ‘lluntnation of 5 foot candles
Getth 50° watt Lamps) for a period of five veeks. The
cond period lasted two weeks and used 100 wate
followed “by successive yertode of Lange of 200
300 watts, 100 watts, 50 watts, 200 watts
Soo "sacees “Tiese.tests’ ware fon ffom Noraaber 20,
1924 "to. April. 11, 1925. Snow kept records of
production (five times “datly), on attendance,
defective work, hourly {llunination (foot candles),
vemperature, muntdity, and att conditions. He als)
kept a log covering” such itens ee soctal pressures
used by forenen to increase production, physiological
‘and peychological factors, and influences of the home
covironment. Some of hin data were discovered by o
‘now method of sntervteving.
FINDINGS. The 1924-25 tests revealed no direct
Felationshtp between intensity of {lluatnation and
rate of output. The most striking case was the
Induction “Coil Winding "Control Group.” The group of
ten fenale operators worked under the original
Lignesng of 5” foot candles at two segregated benches
in the. regular department throughout the tests. The
output figures revealed "increases in production rate
tall of the tines that an Sncrease inthe Test Croup.
fs obtained, the magnitude of the increases belay
somewhat lene than thowe of the (teat) group «+ the
Feason boing, s determination not to let the Test
Group beat them out!" [Suow, 1925]
‘TE 1926-1927 TESTS, The original plan call
progressively decreasing levels of {Luntnatfon
intensity from Il to 3 foot candles, which would be
reversed} the Control Group would be under 2 constant
Tevel of Il fo0t candles, However, to keep employee
morale high and to prevent any dteruption in the
‘organization, the periods of low intensity were auch
‘shorter than planned (Jackson, 1926]. To secure a
base period, the operators’ output was recorded in the
first week of September, a procedure later used in the
Relay Asseably Test Roos, "On September 8, the groupe
were moved into their rooms so they could become
accustomed to thelr surroundings before the test
Started. From the very first day, despite the spectal
Lest conditions, the output of both groups continually
Ancresged with the test’ group higher than the control
group (Snow, 1927].
for
HIBARGER'S "MOONLIGHT TEST.” In the middle of the
1926-27 teste, ltbarger conducted hte own spectal
test. He convinced Pensock, who was hie muperior,
that’ some work could be done with almost no Light at
all snd that cooperation was an important Factor. To
avotd the expense of uoving a cotl winding bench to a
haw test ‘Location, Hibarger selected two relay
assembly operators willing to cooperate and placed
them in a cloakrooa {n the Relay Assembly Department.
Firat the two operators remained tn the regular
department one veck to obtain a base output. On
February 4, 1927, they aoved nto the test room,
working under an’ intensity of 1 foot candle in the
forenoon snd .39 foot candle in the afternoon There
was only a slight decrease in output. The next day
the intensity was reduced to .2 foot candle and
production increased. On February 7, from 7:30 AM
fo noon the intensity was .2 end productivity
Anereased and in the afternoon fron 12:45 to 4:00 Paks
AMurination was reduced to 102 foot candles and
production decreased slightly. “Finally, the intenaity
was reduced to .06 foot candies resulting in a severe
@ecline tn output (iibarger, 1927]
The results of Mibarger's test influenced the 1926-27
tests from this point. In period 8 illumination
intensity vas reduced to 1.4 foot candles, and
vigorous protests by the operators concluded the
perfod with that one day. But output only declined
Glightly, denonstrating that Alluatnation was nota
critical” factor. In periods 9-11 the “Teat Group” and
“Control Group” were moved back and forth between test
room and regular room, with # supervisor aoving tn and
Out. of the fest and regular Fooa to test the tmpact of
muperviaton. At the conclusion it was found that the
fefftctency of both groups vas about the same, but the
output of the Test Group was atill higher than the
Control group. This was quite discouraging to those
Interested in "proving the correlation between
Alluntnation and productivtey.”‘THE RELAY ASSEMBLY ROOM TESTS
(apni 25, 1927- FEBRUARY, 1933)
In designing the tests in the Relay Assenbly Test
Room, Hibarger selected the aasenbly of relays as the
task’ to study. "Although thts task was econgateal to
study, Snow nad carlter discarded it because he had
Gathered evidence that output had continually
increased {n the Relay Assembly Department since 1924,
even vhen no tests vere in progress. To Snow, this
demonstrated that some factor (perhaps the tncontive
systen) was influencing output "in this depsrtaent.
Mibarger "selected this operation because of nis
fantliartty vith tt and because it was a repetitive
Job. ALL employees were engaged in the same operation
Genis wae “made even uniform by reductag the
number "of “relay” types assembled” by four” of the
operators in the test room), 1 complete operation
could be perforaed in a short time (no more than a
minute), and no machine work vas involved. The
‘selection operators, however, was probably an
error by ince Snow had discovered in 1926
that, for reasone unknown, output in. the Relay
Assembly Departaent’ had increased by St over the
Output" intttally achieved in 1924, vhen the
AUlumtnatton tests vere Degun. This was one reason
for Snow's decision not to include the relay assembly
operators in the 1926-1927 tests, It scene reasonable
that because of the existence of thie unknown factor,
Wibarger should have selected # different operation ¢9
Anvest tga
The operators for the Relay Test Room were uot
selected sclenttfically. An expertenced operator was
chosen (operator #4) "and anked to pick other “girle
T thought wouldn't be married oon, Theresa
yyman accepted, and the other two...” remenbers Wands
Blazejak [Greenuood, 1983]. The original teat room
consisted of five vonen” operators and 2 layout
operator. At the conference before the
the women vere given a brief descriptto,
tUlvatnetion nd thetr unusual
operators were “told... that’ we had ap very cle
notion of Just what might cone out of the teats, but
we vere willing to get started and avait developeents.
ses {T]hat any changes ... would be discussed witn the
Operators with the idea of getting thetr thoughts and
‘comments before making the change. We assured then
that ve would tell them all we ourselves knew about
fhe results as we went along..-. The group was assured
Ehat the test vas not being setup to determine the
maximum output, and they were asked to work along at
confortable pace and particularly not attenpt to see
tow mach they could possibly do. v2» We told then that
we” had 0 hhow long the teat might run; perhaps
Astute Aeigee™ Uieeioen mations RCL]
TEST ROOM OBSERVER. Htberger, orginally aided by
Obte Hunt, and later by Lester Lareon and Douald
Chipman, acted as an observer in the test room AB
far as’ possible, he kept accurate records of all that
happened, created and maintained a friendly
atmosphere, and exercised a practical supervisory
function. ' The mere fact that the room observer vas a
male and assoctated with managenent placed him in «
“supertor” position. The operators, however, did not
Enink of him or any of the other observers as their
bosses (Greenwood, 1985].
TEST ROOM, The test room was small, containing one
workbench, benches for the recording apparatus, a de
for the’ observer, clothes lockers and. space for
storing parts. The workbench and assembly equipment.
were {dentteal to that used in the regular department
except for holes and chutes at the right of each
worker's workplace {ato which she would drop each
completed relay. The room was in the corner of
Building 47-5 and vas enclosed by a tenporary wooden
partition about etght feet nigh which hung from the
cetling.
PHYSICAL EXAMINATION. The operators were examined {n
the cospany hospital before the experiments began, and
thereafter at intervals of about #{x weeks. Pennock
and Htbarger belteved it would be important to know
whether {creased output, tf it occurred, would be
accomplished at the expense of the operators’ nealth,
There was also taterest ta the menstrual cycle effect
on productivity. The physteal examinations were
objected to at Firat, but shortly after they started
operators began bringing in cake or cookies, thereby
turning the event {nto a “party,
‘TEST ROOM VS REGULAR DEPARTMENT. In the Relay Test
Room, after periods 1 and 2, the operators were paid
on the basis of a small group incentive piece-rate
system which tncluded all ste operators (operators 1-3
and the layout operator). This meant each operator
Would recetve weekly earatage sore in proportion to
her tndtvtdual effort, since she was paid on the baste
of a group of stx instead of s group of 100 or mare
operators as tn the regular department. Another
Auportant factor was that’ operators 1-4 assenbled,
primarily, 5 or 6 types of flat-type relays, with
every effort being nade by the observers to obtain a
constant flow of only a few select types of flat-type
relays into the Test Room. On the other hand,
Operator 5 assembled a Large vartety of barrel-type
relays. In the Test Room the workers realized the
experiment waa recetving the attention of the company
offictals, and that they were being sotteed
individuals, At the beginning of the study Pennock
and other company officials frequently vistted the
test room. There was cont{nued contact between these
operators and the people who were conducting the
tests; such contact’ between managers and operators
would’ not occur tn the Life of the ordinary shop
operator. The greatest change was tn the nature of
supervision. In the test room there was no Croup
Chief, and” the operators vorked under the general
direction of Hibarger of Nis sas} Disetpline
was secured primarily ‘and
Understanding. The operator wve thet
bench vnenever necessary and were not compelled to
pick up parts from the floor when they were dropp
Open conversation developed an understanding among the
operators and an esprit de corps grew up within the
group. In the regular department talking between
dperatore was forbidden.RECORDING OF UTPUT. The number of relay types to be
‘assembled in the test room by operators 1 to & was
feduced to 5 of 6 flat-type relays so that the only
ateference vould be in the number of parts to be
fasseabled, Operator 5, on the other hand, assenbled a
large nunber of relay types, primarily barrel-type
relays. A unit of measurement was used to enable the
use of comparable output figures regardless of the
type of relay assembled, The E-901 relay was used as
the unit of measurement
the piece rates were ot
conversion factors based on
plished for the other types
assenbled, so that all output figures could be shovn
ig terme’ of E-901 (or standard) relays. The assembly
of relays in the Relay Test Room was automatically
recorded by means of special output recorder
designed by Obte Hunt in April, 1927. Ths was a
converted Morkrup-Kletnschatdt Printing Telegraph
Feperforstor with continuously moving half tach
paper tape where the completition of each relay w:
recorded by holes punched in the tape by the
reperforator. | The only tape available for this
purpose in 1927 had only 5 channels to record this
fnformatton, Because the recorder waa notey only one
could be used in the a result, only
Five operators could As the holes
were punched in the tape, the data was also recorded
on registers where the mimerical output was recorded,
‘These numbers could be Tead at any time, but the
operators could also keep track of thetr output by
counting the empty partitions of the coil boxes by
their work bench.
A number of records vere kept, bestdes those from the
autonatic recorder. A log sheet was kept by vartous
observers Listing a datly” record of each operator's
activities, type of relay worked on, time she started
on 8, intervals of non-productive time, ete. A Datly
Historical Record was also made recording the events
Jihich seemed important, the changes introduced, 9
Selection of renarks fade by the operators, and’ the
Kinds of “questions the tnvestigatore were asking
themeelven at vartous stages of the experiment.
DIVISION OF THE STUDIES INTO PERIODS. The entire
course of the studies was not mapped out in advance
but developed as they progressed, In the beginning,
Pennock and Wibarger vere interested in the effect of
= shorter working day and week. Periods I-II were
introductory to get the operators used to the test
room, Periods IV=VII (24 weeks) were experiaents with
Fest periods and shorter working days and weeks,
(oterapersed with “check” pertods of normal working
hours (see Figure 2).
INTRODUCTION 10 TEST KOON. Period I (2 weeks, April
25-may 10, 1927); During Pertod I the operators
remained in the regular department. Their’ output
lusder normal conditions vas recorded and they had
their firet physical examinattons, which revealed they
were in good health. Period 11 (5 weeks, May 10~June
11): ‘During Pertod IT the operators in the test room
were getting used to working by themselves. The
Tovestigstors were making adjustments to the recording
nechantgms and making plans for keeping records of all
That happened during the tests. Period IIT (8 week:
June I3"August 6): At the beginning of Period II1,
the six operators were forsed into a separate wage
Incentive group. In the regular department they were
part of a large group, which was Little affected by
fone person's effort. In the small group, thelr
earnings were nore directly affected by their output,
EXPERIMENTS WITH REST FEKIOUS Feriod IY (3 weeks
‘August B-Septeaber 10): AE the deginntng of Pertod 1
he operators were called to Pennock's office to
Plans for tvo fiverninute reat pertods duriag
whe day.” They voted to have the rests st 10 A.M. and
2” PMs These tines vere very close t0 what the
Fecorde revealed aa their points of lovest output.
The operators enjoyed the rest pertods, but sesil
coaplatned of drowsiness in the early afternoon. They
Ehoughe longer rest periode vould be better, but were
afraid they vould not be able to “make their rate.”
During this period there vas evidence that some of the
operators were developing a free and easy relationship
With the cent room observers, After five weeks of two
five-minute rest periods shoved a slight increase in
output, It was decided” co try two ten-atmute rest
periods. The operators vere consulted and vere in
favor.
Period V (4 weeks, September 12-0ctober 8): Yor the
four weeks of Period V, the operators had a ten-minute
rest period at 10 A. and 2 Pu Inmediately there
was a' definite rise in output, both tn the hourly ond
Rotel averages
Pertod VI (4 weeks, October 10-Novenber 5): It was
decided to try six’ five-minute rest pertods. The
‘operators. were consulted and they vere opposed to the
short periods, but agreed to try them. For four weeks
they followed this schedule. They consistently
expressed their disapproval both by critical remarks
‘and by excessive Laughing and talking and returning
Period VII (11 weeks, Novenber T~January 21, 1928):
During the 11 week’ period the operators had a
ISeminote rest in the noraing, a lunch provided by the
company restaurant, ands ten-minute’ bresk in the
afterngon, The operators were enthustastic about the
rest periods and the lunch "on the co=pany."
Operators IA and 2A, however, produced Lese and tn
this period “they "demonstrated an uncooperative
attitude of which there hed been occastonal evidence
in the earlier periods, It was decided, therefore, £0
transfer then to the regular department. They were
replaced with others who wanted to Join the test group
nd had “output records comparable with those of
operators 3 and 4.
SHORTER MORKING DAYS AND WEEKS Pertod VIII (7 weeks
January 23-Maren 10): With Pertod VIII there began
series of experinente with a shorter working day a
Seeks The “15, and” l0-minute rest periods continued
except tn Period XII. Im Period VIL, with two new
operators (I and 2) “now part of the group, the
operators were offered the chotee of starting 1/3 hour
Later than uaual or stopping 1/2 nour earlter. The
operators chose the Latter and were very happy about
Mts Despite the fact’ that working Eine was sow 10%
ese than standard the total production increased.
‘This continued for 7 weeks. The investigators, who had
been plenning to go back to the original working
Conditions of 48 hours and no rest periods, decided
instead to try a further reduction in hours to see
where the total weekly output would begin to fall off.
Period 1X (4 weeks, March I2-Aprtl 7): During Fertod
TX, the operators again chose to stop early — one
hour ‘earlier than usual, Although encouraged to work
ata natural pace, the operators seemed to feel the
Reed” to hurry. “Operator 2 began to adsontah the other
girls to stop talking and to work faster. A contest
Tor leadership developed between her and Operators 3
‘and 4, who had formerly been the fastest operators and
nad exercised some Leadership. Although the girls
increased. thetr hourly output, the cut in working tine
proved to be coo, drastic. and weekly production wasSchedule of Test Periods—First Relay Assembly Group
FIGURE 2
Daily
Total No. of Rest Net
Experi- Dura- Length Days Dally Period Weekly
‘mental tion of Day Per Rest ‘Time Working Dates Special
Period (Weeks) (Hours) Week Periods (Min.) Hours — Included Feature
1 Apped 845 SM None None 48 42527 19 5:10 Regular dept.
2 S845 54 None None 48 well Test room
3 8 845° Si None None 48 1086 Special gang rate
4 5 8S SM 2 104705 09.10 Two $ min. ests
3 4 8 Sh 2 20 46:10 t0 108 Two 10 min. rests
6 4 gs 5K 6 3045s tolls Six 5 min. rests
7 1 mS SH 2 2 45:40 foL-2128 Rests (1S min. A.M.
lupeh and 10 mi
PM, res)
8 7 BIS SH 2 25 B10 1.23-28103-10 Rests and 430 stop
(Orginal operators
182 replaced
1.2628
9 4 ms SH 2 25 4040312 wa Rests and 4:00 stop
0 owas $2 2 4540 4910630 Rests—check period
uM 9 ss 52 2 4072 wd Rests and Sat.
AM. off
12 12 BASS None None 48 93 wiles No ress full $8
br. (check per.)
3M Ms SH 2 25 45:0 11-26 106.2929 eats (pers,
furnish own
lunch, com
pany fumishes
beverage)
M9 Bs sk 25 aio 29 10 8.31 Rests and Sat
AM. off
sass 23 434092 to 45-30 Rests
1% 4 M3 SK 25 454047301053 Rests & opers
‘hanged postions
Was 8 ss 2 MSS 5S wtORs Rests 4:15 stop
25a AM. off
wos 8: an 2 23 3S 1027 27-31 Rests 4:15 stop
Fn. PM. and
Sat AM. off
» os 8: an 2 25 M35 29310 5.281 Ress 4:15 stop
Fa PM. &
Si AM. off
oper. retumed to
riginal positions
mn 3 8: ae. 25 HSS 525-31 tO LIAL Rests, 4:15 stop
Sa AM. off
mow & a 4 2S 3020 116-3110 12-431(2) Rests 4:15 sop
Mon, off snd
Sat. AM. off
2 6m? “4 m4 12:7.31@) to 1-29-3207) Every other Mon
off and Sat. A.M.
off. Many “novie"™
workers
Bw 42 a % 2:132(2) 10 6413-3212) Only #2 of
conginal tal
working
24 June 1932.—February 1933—All new workers—shor hours, Monday, Saturday
other days off as depression deepens
‘Note Periods 1-20 are from The Industrial Worker by T.N. Whitehead, Cambridge, Mass.) Harvard
University Press, 1938, p. 39. Reprinted by permission of the publisher. Periods 21-24 have been
‘developed from original data in Hawthorne Test Records
Greenwood 1983Lowered, reducing the operators’ earnings.
Period X (12 veeks, April June 30.
tevestigators decided tow to go back to standard
Working, hours after an extended period of shorter
Rourey, but the rest periods vere retained. The
operators at first felt very tired working longer
Routes, In. the Firet weeks coments on tiredness were
very, frequent, but dimintahed as time vent on and
Weekly productton reached a ney high for all
Speratorse AE this time, Drs Claire Turner of MIT
became consultant to the Test Room, Thinking about
this nigh productos, which did not show the effect of
fatigue resulting {fou longer hours of work, Turner
Wondered “if the frequent physteal exaninations had
hale, the operators more conscious of thelr health and
thus {mproved thetr health practices. A questionnatre
as" prepared asking then abovt changes in thetr diet,
hours of sleep and eo on. No particular change was
Evident’ in’ the anavere, but they suggested their
hereased output was caused ty “greater freedon,”
absence of bostes,” “opportunity to set one’s own
pece and to eat "what one aakes without being held
Back “by 3 Bg group.” A second questionnaire,
concentrating on conditions in the test room, brought
bot very similar anevers with respect to’ relaxed
Supervision: "sore freedom," the Tonaller group,” “the
way we treated” with’ one operator mentioning her
Un’ shereased earninge as an inportant factor. Dori
thts period there wat tnereastng amount of soctal
fctivéty among” the operators, both inside and outside
of the plant, and this’ also affected their
Felationships at work, A frlendly spirtt, a
Willingness. to help each other, and other signe of
Solidarity appeared. When one "operator was absent,
two others “seigned themselves the Job of keeping up
the group earnings whtle she was avay. Conversation
land joking were more general sed private conversations
Gtnintehed: The Joking and” banter was extended to
Include the test room investigators and other
Suthorittes, with whom they had contact. Tt was during
thts period “that” Elton Mayo First visited the Relay
‘Test Room, We had only heard of the tests in Novenber
1927 and” asked to viatt. He had no impact on the
teats at this point and vas to have very Little, if
‘any, on the Test Rooa after this tiue. lis basic
Comection. with the Havehorne tests was as advisor to
the {atervtewing progras beginning in 1929.
Pertod XI (9 weeks, July 2-Septeaber 1): The obvious
ent step wat to” remove rest periods, reverting to
Standard working ‘conditions. But tt vas the end of
June, and the operators had been promised an
fexpeftnent with a fFiverday week during the summer.
‘The five-day schedule was astatained for 9 weeks, to
Of whieh were vacation weeks for the vhole group.” The
Operators Liked thts arrangement very much, ince they
received their base rate for the Saturday sornings
they did not work and thus there vas no apprectable
Lose of earnings.
Pertod x11 (12. weeks, September S-Novenber 24): In
Pertod “KIL the operators reverted. to standard
conditions, 48 hours per week and no rest periods.
‘Tey were’ much opposed to the change, though Ehey
Understood that {twas temporary. They became very
hungty. aad generally restless. Eventually, they
developed ways” of adjusting co the conditions by
eating at 9130 “AuMs AEter Loach they stacked off
Work, talked, and joked, at tines quite botsterously.
Attempts of|
by threats
tgpored hs
bos:
tne observer t0 stop the excessive tatking
wore not effective, and the operators
Chreate since they did not think of him as
Period KELL (31 weeks, November 26-June 29, 1929):
During Pertod IIT the operators worked standard hours
except for the 15 and
operarore supplied thetr
company providing hot tea.
fhe rest” periods; morale
They took "pride in thelr work, tried to beat their
former output records, and helped each other to
alntatn "the group earnings. Operator 2 acquired an
Cnoffieel poettion of Leadershtp and exerted pressure
‘on slover” operators, This sometines resulted in
Ertettony but eventusily the operators achteved an
‘equilibrium so some could speed up and others slow down
Without antagoniea. During this period both hourly
output and total output exceeded all previous record:
lO-minute rest pertods. The
own morning lunch, with the
‘They welconed the return of
reached its highest peak.
Pertoda XIV-KXIV (June 1, 1929-Pebruary, 1933): The
basic experinents of the first 13 periods vere repeated
during ‘the next fev years, By Late 1932 the depression
Started fo have effects on Hawthorne and the test roo.
In. Pertod XEI1, starting im the Last month of 1931,
saany of the oftginal operators vere tatd off and
Feplaced by “novices” of people frou other depertments.
The lnst period, XXIV, "which ran from June 1932 to
February 1933, wae staffed by nev workers, with’short
ours on Monday and Saturday and other days off. The
experinent had to. be discontinued, but for all
practical purposes the test results ‘are meaningless
lifter 1931, The Relay Test oon vas continued from
1931 to 1933, for several reasons: First, the Western
Electric ‘Company wae atill. interested tn the
relationahtp between output and biological funet toning;
fonds they algo desired to devise new methods of
obeerving workers; and thtrd, the tests vere also
continued in order for Whitehead to investigate Nis
typothests that ineressed output in the Test Room was a
function of attention by the operators [whitehead,
1933, pe li]. For those interested in the results
after Pertod “XIV, see the various publications by
Wottenead as Listed heres
Susmation of Persode I-XIII in Relay Assembly Test
Room. In the two and one-half years of experimentation
a number of changes in working conditione Red been
tried, What were thetr effects tn terme of output and
the operators health and mental attitudi
1. Except for Pertods X, XI, and XI, output rose
steadily except for Operstora’ 1A and 2h. In Period
XIIT. Operator 4 reached an increase of about 40Z over
the base period and she was one of the most skilled
operators entering the tests
2, In Pertods X and XII Sdentteal condtetons
existed — 4B hours per veok, a ISemtnste reat in the
morning, lunch, and a l0-minote rest in the afternoon.
Bot” hourly output wae higher tn Pertod X than in Pertod
VIL, and in Period XII1 it was considerably higher.
3. In Periods X, XI and XIT conditions of work varied
widely, from a 5-day week with rest periods to a5 1/2
day week without rest periods. Yet there was little
change £m output
4. te ony
one case di the hourly prodvctton output
decrease an one aight have expected. In Pertod XIT, it
declined when the operators resumed the 48-hour
schedule with no" rest pertods, but output wat
Considerably higher than under the sane conditions oe
Pertod dT.
It appears there was no siaple correlation between
working conditions "and hourly" output. To sun upy
dutput had increased steadily for nearly 2.5 years in
spite of merous changes in houre of work. Morale tn
the test room had steadily Saproved. The operators had
averaged. only 3.5 attendance trregulartttes a year
(stones: personal absences plus tardiness)
compared with 15" 4 year before coming into the testAUALNSTS OF INCREASED OUTPUT: THE EFPECT OF PERIODIC
‘UANGES 101 HOURLY PAY RATES.
Starting with Period IIT the method of determintg. the
wooly pay of the operators wae altered, They now
ere patd) on the basis of atx operators’ (operators
1-5, plus the Iayout operator) instead of s large
group "of 100° opefatore an in the main departments
Although thts “small group incentive syste is
Gescribed in MANAGEMENT “AND' THE” WORKER, one cannot
fccurately determine the weekly pay of the operators
by the "method they describe, ‘The periodic. rate
changes (Daywork Rates) in the test room are shown in
Figure 3 and” the actual method weed at Hawthorne at
this tine C0 calculate the operators earnings te show
in Figure 4; these two data are required to deteraine
the weekly pay of the operators:
‘An _tnportant feature of thts method ts “percentage of
earnings” since it determined the actosl amount of
incentive earnings for each operator tn addstion to
her base Fate. The importance of the “percentage of
garaings” | (wntch the operators "called the
Spercentage") “as auch ehat it constantly te referred
t0. by the operators as recorded in the Daily Log
stintatned tn fhe Test Rooa,
Tate tncantive
jsten, coupled with » regular review
Of the bese rate of each operartor every six onthe
played a significant role in determining output.
Elton Mayo” and George Pennock, tn 1925, believed that
relief fron fatigue and "rates tn pay'had not vholly
deterntned production changes." [Trahair, pe 238]
Therefore, the incresses must be due t9 changes tn
employees? ental attitude and ehte wae “the major
accomplishment of our enttre study.” [Transir, p. 238]
Novever, the pertodic reviews of the hourly rates were
significant. "Te appears that Mayo and Roethlisberger
414 not know of “the periodic review of hourly base
rates, or if they did, did not consider them important