Volume 17, No 1, 2016
Transcription
Volume 17, No 1, 2016
Volume 17, No 1, 2016 Page Drama without Drama: The Late Rise of Scripted TV Formats Scenes from an Imaginary Country: Test Images and the American Color Television Standard Record/Film/Book/Interactive TV: EVR as a Threshold Format Restarting Static: Television’s Digital Reboot Regulating the Desire Machine: Custer’s Revenge and 8-Bit Atari Porn Video Games 3 3B 2B 1B 0B Contents 21 44 62 80 561089 research-article2015 TVNXXX10.1177/1527476414561089Television & New MediaChalaby Article Drama without Drama: The Late Rise of Scripted TV Formats Television & New Media 1–18 © The Author(s) 2015 Reprints and permissions: sagepub.com/journalsPermissions.nav DOI: 10.1177/1527476414561089 tvnm.sagepub.com Jean K. Chalaby1 Abstract This article revisits the history of television (TV) formats—concepts of TV shows that are licensed for local adaptations—focusing on scripted entertainment. While the TV format revolution of the 1990s bypassed scripted formats, they have been catching up in recent years. This article analyzes both the reasons for this late rise and the factors behind the recent growth. It argues that the adaptation of scripted formats is more complex, and risks remain higher than for other genres. The underlying economics of their production and distribution also differ from nonscripted formats. The stars aligned when demand for drama increased worldwide, Hollywood studios began to mine their catalogues, new exporters and scripted genres emerged, and knowledge transfer techniques improved. Finally, this paper analyzes the significance of the rise of scripted entertainment in the global TV format trading system. Keywords global television, Hollywood, scripted entertainment, transnational television, TV formats, TV genres Introduction The history of television (TV) formats—concepts of TV shows that are licensed for local adaptations—is now well documented. It has been established that the TV format trade started in the early 1950s and trudged along in the ensuing decades. Formatting remained a practice confined to the fringes of the TV industry and, with a few notable exceptions, was restricted to a single genre: game shows. Most of them flew from the United States to the rest of the world, and no more than a handful of firms were 1City University London, UK Corresponding Author: Jean K. Chalaby, Department of Sociology, City University London, London EC1V 0HB, UK. Email: [email protected] from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 DownloadedDownloaded from http://www.elearnica.ir 2 Television & New Media involved in this trade. In the late 1990s, the scheduling needs of fledgling TV channels and broadcasters across the world, the emergence of an independent TV production sector, and the global success of four “super formats” (Who Wants to Be a Millionaire? Survivor, Big Brother, and Idols) all combined to make the trade explode. The number of formats in circulation grew exponentially, as did the number of countries they traveled to and the number of companies that distributed and produced them. The format business became a multibillion-dollar industry, growing to an estimated €2.1 billion per year between 2002 and 2004, and €3.1 billion between 2006 and 2008. A study for the 2002–2004 period counted 259 formats leading to 1,310 adaptations and 31,397 hours of formatted programming, while 445 formats led to 1,262 adaptations and a total of 54,383 hours in 2006–2008 (Chalaby 2012a; Bisson et al. 2005, 11; FRAPA 2009, 8–13; Moran 1998, 2006, 2013a). This article revisits that history, focusing on TV formats in scripted entertainment. Formats that travel with a script are distinguished from those for unscripted shows and cover a broad range of serials (including soaps and telenovelas) and a wide spectrum of TV genres, from drama and comedy to constructed reality programming. While the post-2000 revolution bypassed scripted formats, their number has risen sharply lately; this article identifies and analyzes both the causes behind their late rise and their recent popularity. Among the factors that retarded the growth of scripted formats, it is argued that their adaptation is more complex than for other genres. The knowledge transfer cannot be as perfunctory as with formulaic formats, and with the reception of scripted entertainment being always uncertain, the risk remains substantial. The underlying economics of scripted formats also differ from those in nonscripted genres: scripted shows are the most expensive to produce, and thus, the investment needs to be recouped with finished tape sales before the format rights can be released. The final factor is organizational in scope, as it took some time for drama and comedy departments to get used to the idea of reproducing a recipe coming from abroad. The stars aligned for scripted formats when the number of drama buyers increased (particularly in the United States), Hollywood studios began to sell the remake rights of their global TV series, new format exporters and scripted genres emerged, and knowledge transfer techniques improved. This article aims to provide an analytical overview of the scripted format trade, focusing both on the causes and consequences of its late and sudden growth. Scripted Formats before the TV Format Revolution Although scripted adaptations were not uncommon in the era of sound broadcasting (see ‘New Formatted Genres: Telenovelas and Constructed Reality’), game shows prevailed in the first five decades of the TV format trade. Most of these shows were American, with titles such as The Price Is Right and The Wheel of Fortune traveling widely (Cooper-Chen 1994; Moran 1998). Scripted formats, which were few and far between, were of two sorts: sitcoms and soaps. The United Kingdom emerged as an early source of traveling scripts. In the late 1950s, Associated London Scripts, probably the first British independent TV Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 3 Chalaby production company, was headed by Beryl Vertue. Representing her writers’ rights when selling series to the British Broadcasting Corporation (BBC), she began crossing out the contract clauses on foreign sales, correctly predicting that the BBC was not interested in selling them abroad (Vertue interview 2011). Not always being able to sell her shows as finished programs, it later occurred to her that she could use these international rights and get broadcasters to make their own productions. Vertue first traveled to Germany, where she sold the remake rights of a Peter Yeldham play in 1960. The script of Hancock’s Half Hour (BBC Television, 1956–1960) was acquired by a Finnish broadcaster the following year, and her first success came with a local adaptation of Steptoe and Son (BBC 1, 1962–1974) in Holland in 1963 (Vertue interview 2011). Other European deals followed, notably in Sweden, but Vertue had set her heart on America. She had a pilot of Steptoe and Son made for NBC in the mid-1960s, which she qualified as “quite dreadful” and subsequently was not picked by the U.S. network (Vertue interview 2011). Her breakthrough American hit came with Till Death Us Do Part. The BBC series (1965–1975) could not be sold as a finished program because of the Cockney accent and the local nature of the bigotries and prejudices the protagonists displayed. She settled for an adaptation and sold a format license to CBS (Vertue interview 2011). The sitcom was turned into All in the Family by Norman Lear and premiered in January 1971. It stayed on air until April 1979 and, as is well documented, became one of the most successful and influential series in the history of U.S. television (McNeil 1996, 26). Even the spin-off shows, Maude (CBS, 1972–1978) and Good Times (CBS, 1974–1979), traveled back to the United Kingdom, where they were adapted as Nobody’s Perfect (ITV, 1980) and The Fosters (ITV, 1976-7) respectively (Potter 2008, 51). On the back of Till Death, Vertue managed to sell the rights of Steptoe and Son, and the adaptation Sanford and Son debuted in January 1972 on NBC (Vertue interview 2011). Allan McKeown, another British producer who worked for long stretches of his career in the United States, recalled doing “a U.S. pilot or series of just about every show [he] had done in the U.K.” (in Baker 1996, 25). McKeown’s U.S. remakes include Birds of a Feather (BBC 1, 1989–1998), Stand By Your Man (Fox, 1992), and Porridge (BBC 1, 1974–1997), as well as pilots of Auf Wiedersehen, Pet (ITV, 1983– 1986), Fawlty Towers (BBC 2, 1975–1979), Girls on Top (ITV, 1985–1986), and Nightingales (Channel 4, 1990–1993; Baker 1996, 25). In addition to British independents, the second source of scripted formats was the Sydney-based Grundy Organization. Grundy was a production company that initially specialized in formatted game shows but took two Australian soaps to market, The Restless Years and Sons and Daughters, in the late 1980s. The Restless Years led to two long-standing adaptations that air to this day: Goede Tijden, Slechte Tijden (Good Times, Bad Times) started on RTL in the Netherlands in 1990, and a German version (Gute Zeiten, Schlechte Zeiten), also on a local RTL channel, which followed two years later. Attempts to sell adaptations in the United States and France were unsuccessful (Moran 1998, 56, 62). In all, six local versions of Sons and Daughters were produced (Moran 1998, 109; 2013b, 189–93). Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 4 Television & New Media TV Genres and the TV Format Revolution During the TV format revolution, the fastest growing genre became reality programming (this being understood as a broad category that includes talent competitions and factual entertainment shows such as makeover, coaching, life swaps, etc.). Indeed, three of the four “super formats” (Who Wants to Be a Millionaire? Survivor, Big Brother, and Idols) that helped bring about this revolution were reality programs (Chalaby 2011; Bazalgette 2005; Esser 2013; Moran 2013a). In the early 2000s, game shows still broadly constituted two-thirds of traded TV formats, reality less than a third, and scripted only 6.6 percent (Rodrigue 2007). Later in the decade, the percentage of game shows dropped to less than a third, while reality programming continued its inexorable march, with more than 50 percent of formatted episodes. It is at this stage only that the proportion of scripted adaptations among TV formats doubled to almost 15 percent, representing a total of 8,941 adapted episodes in 2008 (FRAPA 2009, 20). This dataset is among the latest available, but evidence suggests that scripted formats have pursued their upward trend in recent years. The following section attempts to explain why the format boom that arrived with the new millennium initially bypassed scripted entertainment. Understanding the Late Rise of Scripted Formats Several reasons explain the delayed growth of scripted formats. First, scripted shows are among the most difficult to adapt, not least because of the complexity of the knowledge transfer. Across all unscripted genres, format buyers have access to full consulting packages that teach them all they need to know to duplicate a show successfully. This includes detailed production bibles that can run to hundreds of pages containing information about run-throughs, budgets, scripts, set designs, graphics, casting procedures, host profile, the selection of contestants, and every other possible aspect associated with the show’s production (e.g., European Broadcasting Union 2005). Buyers also have access to consultant producers that travel to oversee the production of the early shows and remain accessible via e-mails or over the phone, once gone. Leading brands such as Dancing with the Stars and The Bachelor even organize international conferences for local licensees (Paice interview 2012). All in all, once an unscripted show has crossed a few borders, the transfer of expertise is extensive: the concept has been honed to perfection, every flaw has been ironed out, and every shortcut and saving has been squeezed out of the production process. Although the knowledge transfer for scripted shows has improved in recent years (see ‘Improved Knowledge Transfer’), the process cannot be as perfunctory as for other genres. Scripted genres are the most culturally sensitive, and a comedy or drama cannot be reproduced as mechanistically as a game show or talent competition. A straight adaptation of the original, such as the mere translation of the script, will not suffice to make a show palatable to local viewers. Any scripted adaptation must go beyond copycat television and reactualize the script for a new audience. More than for Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 5 Chalaby any other genre, a scripted adaptation is a new performance that “interprets, actualizes, and redefines the format” to make it work in a new cultural context (Navarro 2012, 25). It requires a great deal of talent—and a dose of good fortune—to capture the essence of a comedy or drama and make it work in another culture. The local production team must combine knowledge of the principles of scriptwriting with an understanding of the show’s vision and core values. This complexity explains why TV executives have long been hesitant about commissioning scripted formats, why success can remain elusive for scripted adaptations, why several attempts may be needed to re-version a script,1 and why some comedies that are TV classics in their countries of origin never travel (e.g., Fawlty Towers). The entire premise of the TV format trade hinges on two benefits: cost effectiveness and risk management. Formats enable broadcasters to bring down costs by taking out the expenses involved with the development of a new show. This is realized by the delivery of a ready-made script that in all likelihood has taken a few years to develop and the delivery of a method of production through the transfer of expertise. Above all, TV formats enable broadcasters to manage risk as they acquire them on the basis of their ratings track record. Today’s leading unscripted formats effortlessly pass the twenty mark of local adaptations, and potential buyers can browse ratings data that detail the show’s performance in a large array of territories, scheduling scenarios, channels, and audiences, before committing themselves. Although drama buyers turn to foreign scripts because it remains easier and cheaper to remake something they can see on tape, they take more risk than with any other genre. Whereas it can virtually be guaranteed that a game show with decent ratings in twenty territories will do well in the next ten, the reception of drama, even when formatted, is always difficult to predict. Not only does drama need to resonate more deeply than unscripted shows which viewers may only engage with superficially, but success is more dependent on critical reception. In addition, the international ratings history is of less relevance, as scripted shows never travel as extensively and rarely acquire an unblemished ratings record. Second, trade in scripted entertainment has traditionally been dominated by finished programming. It is a sizable business worth an estimated $8 billion per year and dominated by six Hollywood heavyweights: Warner Bros., 20th Century Fox, Disney Media Distribution, CBS Studios International, NBCUniversal, and Sony Pictures Television (Guider 2013, 2). These companies have long feared that formats could jeopardize their tape sales, and, with the exception of Sony, their interest in the trade is recent (see ‘Hollywood Awakes’). The final factor is organizational in scope. The TV format trade has traditionally been dominated by game shows, a daytime genre long perceived—even within the TV industry—as devoid of artistic merit and character. Game show producers have never enjoyed much artistic independence and, thus, easily consented to reproducing preestablished formulas coming from abroad. Scripted entertainment entails authorship, and drama/comedy producers and writers enjoy more autonomy and creative freedom (Nohr interview 2013). So, the idea of importing a foreign concept remained incongruous in drama and comedy departments longer than elsewhere. American broadcasters, which, as seen above, have long adapted British scripts, are an exception to the rule. Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 6 Television & New Media This is probably due to the fact that U.S. scripts are developed by tables of writers, who, therefore, have long been used to working on ideas that are not their own. However, as the success of a scripted adaptation strongly depends on the local production team, broadcasters everywhere have no choice but to rely on a crew that purchase into a project and believe in it (Taffner Jr. interview 2013). Out of the Woods at Last: The Scripted Format Boom Data presented above and forthcoming evidence suggest that, since the mid-2000s, scripted adaptations are on the rise, both in absolute number and in terms of percentage of trade formats. This section analyzes the causes and consequences of this growth. Growth of U.S. Demand The premier factor is the sizable expansion of the U.S. market for drama. The overall demand for scripts has sharply increased in America because new players have developed an interest in scripted genres, joining the traditional purveyors of drama, the U.S. networks. Following in the footsteps of HBO, fledgling cable channels such as AMC, Bravo, FX, Pivot, Showtime, and TLC have been commissioning series to get hold of exclusive content (see White 2013). In addition, subscription-based video-on-demand (SVoD) platforms such as Lovefilm.com and Netflix have also begun to order their own series. For all these new players, scripted content is crucially important, because only TV series and movies have enough pulling power to help them build their brand and make them distinctive, even more so if this content is exclusive. In the case of the SVoD platforms, only scripted content can justify the monthly subscription fees, and the original series they commission act as marketing tools (see Kanter et al. 2014). Faced with this renewed competition, the U.S. networks themselves have been forced to increase their investment in scripted genres. Overseas scripted shows come in handy for U.S. buyers who need not only more scripts but also stronger ones. Indeed, while new content aggregators have boosted demand, they have also intensified the competition for viewers. In such circumstances, all have turned to foreign scripts to get hold of solid concepts likely to sustain the interest of fickle audiences.2 In 2013 alone, Netflix commissioned its own version of House of Cards, originally a BBC 1 political thriller (1990–1995); AMC produced Low Winter Sun, also a BBC 1 drama (2006); HBO opted for yet another BBC 1 drama, Criminal Justice (2008– 2009); and ABC Family looked further afield for Chasing Life, a Mexican series about terminal illness (Terminales, Channel 5–Televisa, 2008; Waller 2013). The five U.S. networks (ABC, CBS, NBC, Fox, and The CW) are showing mounting interest in scripted formats (Table 1). Every year, they pilot scripted shows, out of which they pick about a third for the first season. A total of 88 pilots were ordered for the 2011–2012 season, 91 for 2012–2013, 104 for 2013–2014, and 100 for 2014–2015, 12 more than three seasons ago, despite the recent tendency of bypassing pilot production (Berman 2013; Waller 2012, 2014; White 2014). Table 1 shows that formats— both in absolute numbers and in proportion to the overall number of pilots and pilots Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 7 Chalaby Table 1. Scripted Formats Ordered by U.S. Networks, Titles and Origin, 2012–2015. 2012–2013 season ABC CBS FOX NBC The CW U.S. remake: Mistresses Original: Mistresses U.K./BBC 1/2008–2010 U.S. remake: Family Tools Original: White Van Man U.K./BBC 3/2011–2012 U.S. remake: Red Widow Original: Penoza Holland/KRO/2010–2012 2013–2014 season 2014–2015 season U.S. remake: Killer Women Original: Mujeres Asesinas Argentina/Canal 13/2005– 2008 U.S. remake: Lucky 7 Original: The Syndicate U.K./BBC 1/2012–present U.S. remake: Secrets and Lies Original: Secrets and Lies Australia/Network Ten/2014– present U.S. remake: Hostages Original: Hostages Israel/Channel 10/2013 U.S. remake: Us & Them Original: Gavin & Stacey U.K./BBC 3/2007–2010 U.S. remake: Red Band Society Original: Polseres Vermelles Spain/TV 3/2011-13 U.S. remake: Gracepoint Original: Broadchurch U.K./ITV 1/2013–present U.S. remake: The Mysteries of Laura Original: Los Misterios de Laura Spain/TVE/2009–2014 U.S. remake : Allegiance Original : The Gordin Cell Israel/Yes!/2012 U.S. remake: Jane the Virgin U.S. remake: The Tomorrow People Original: The Tomorrow People U.K./ITV/1973–1979 Original: Juana la Virgen Venezuela/RCTV/2002 commissioned into first season—are steadily growing. Formats went from three among thirty-seven new series in the 2012–2013 season (8.8 percent), to five for fortyfive series in the following season (11.1 percent), to six for fifty-one new series in the 2014–2015 season (11.8 percent). Ever since Vertue’s foray into the American market, U.S. broadcasters have aired 119 scripted format adaptations, most of them originating from the United Kingdom (Waller 2014). British sitcoms that crossed the Atlantic include Thames TV’s George and Mildred (ITV, 1976–1979) (The Ropers, ABC, 1979–1980), Miss Jones and Son (ITV, 1977–1978) (Miss Winslow and Son, CBS, 1979), Keep It in the Family (ITV, 1980–1983) (Too Close for Comfort, ABC, 1980–1983), and Tripper’s Day (ITV, 1984) (Check it Out!, USA Network, 1988); LWT’s Two’s Company (ITV, 1975–1979) (The Two of Us, CBS, 1981–1982) and Mind Your Language (ITV, 1977–1986) (What A Country!, syndicated, 1986–1987); and BBC’s Dear John (1986–1987) (Dear John, NBC, 1988–1992) (Baker 1996; Potter 2008, 52; Taffner Jr. interview 2013). Some recent adaptations, in addition to those in Table 1, include Shameless (Channel 4, Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 8 Television & New Media 2004–2013) picked up by Showtime in January 2011, and Skins (E4, 2007–2013) and The Inbetweeners (E4, 2008–2010), both airing on MTV in 2011 and 2012 respectively. In half-a-century of British imports, three adaptations became undisputed hits: All in the Family, Thames TV’s Man About the House (ITV, 1973–1976), which was turned into Three’s Company for ABC (1977–1988), and The Office (2005–2013), whose nine seasons on NBC far exceeded those shown on BBC 2 (2001–2003). Illustrious casualties, however, count Ab Fab, Fawlty Towers, Life on Mars, and The Vicar of Dibley (Jackson interview 2012; Potter 2008, 52; Taffner Jr. interview 2013; Waller 2007). The contrasting fortunes of these adaptations demonstrate that scripted formats do not afford risk management levels comparable with those offered by unscripted ones. In fact, U.S. networks’ worst performing series in autumn 2013 was a remake of The Syndicate on ABC, experiencing a 55 percent ratings drop between Lucky 7 and the show it replaced (Andreeva 2013).3 Competition, though, forces broadcasters to accept these risks, and the rewards for getting scripted content right are higher than in any other genre. Inevitably, however, U.S. content aggregators began to diversify their sources and adapt scripts from other territories. Two noted adaptations announced this trend and encouraged U.S. broadcasters to mine new territories for intellectual property. Yo Soy Betty, la fea, Fernando Gaitán’s telenovela (RCN TV, 1991–2001) was adapted into Ugly Betty for ABC in 2006. The U.S. version stayed on air for four years (eighty-five episodes), sold in multiple territories and inspired its own local adaptations. In 2008, HBO aired In Treatment, a remake of BeTipul, an Israeli psychological drama, which won critical acclaim, and was recommissioned for three seasons and re-versioned in other HBO territories. In addition to an increasing number of scripted formats from Israel, Latin America, and Scandinavia (see ‘Emerging Territories’), U.S. broadcasters are ordering remakes from countries that have never sold them a scripted format, including Austria (ORF’s Fast Forward, for CBS), Croatia (Rest in Peace, for Lionsgate), Spain (The Mysteries of Laura, for NBC), Norway (Mammon, a conspiracy thriller, for 20th Century Fox Television and Chernin Entertainment), and Turkey (The End, for Fox). Conversely, British series are locally produced in an increasing number of markets. The Office (BBC 2, 2001–2003) has been made in nine countries so far, and Doc Martin, the ITV series (2004–present), has reached its sixth adaptation in 2012 (Jackson interview 2012). Yes Minister, a BBC comedy about political life (BBC 2, 1980–1988), has been re-versioned in India, Turkey, the Netherlands, and the Ukraine. Hollywood Awakes While the United States is adapting scripts in growing numbers, it has also emerged as the world’s second largest supplier of scripted formats (Waller 2014). This evolution was caused by a change of heart from the Hollywood studios, which, as Paul Torre notes, have had to respond to trends that threaten their business model (Torre 2012, Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 9 Chalaby 181). Chief among these threats is the rise in local TV production and the emergence of strong regional production centers (Australia, Turkey, etc.), which have combined to slow down the global demand for U.S. finished series. Although the big studios were reluctant at first to exploit their format rights, the inexorable rise in the demand for local programming has led them to revise their assumptions and start mining their vast catalogues. Sony Pictures Television was the only studio to anticipate the demand for local production and has been selling scripted formats since the turn of the century. Its most widely adapted title is the sitcom The Nanny (CBS, 1993–1999), which has been reversioned in ten territories. More recently, Everybody Loves Raymond (CBS, 1996– 2005) was adapted in Holland, Israel, Russia, and the Middle East (Pickard 2011). Other adaptations include Married with Children (Israel), King of Queens (Russia), and Rules of Engagement (Poland; see also Torre 2012, 189–90). The other studios have followed suit. Within a few years, NBCUniversal has cleared the format rights of series such as Kojak, Magnum PI, and Emergency Room, and allowed adaptations of Queer Eye and Meet My Folks. It is, however, the franchise Law & Order that has proven most popular with TV buyers. One of the longestrunning U.S. crime series (it reached twenty seasons in its final year on NBC in 2010) has seen adaptations in Russia (NTV, 2007), France (Paris enquêtes criminelles, TF1, 2007–2008) and the United Kingdom (Law & Order: UK, ITV, 2009–present) (Waller 2006). CBS Studios International has put up for sale the format rights of more than twenty titles, including four sitcoms that span half-a-century: I Love Lucy (1950s), The Honeymooners (1950s), The Odd Couple (1970s), and Caroline in the City (1990s). Recent deals include Cheers, sold to Spain (Brzoznowski 2012). U.S. production house 20th Century Fox Television’s Prison Break (Fox, 2005– 2009) was adapted by Channel One in Russia, and 24 (Fox, 2001–2010) was remade in India on a big budget. Fox sold four titles to Russian broadcasters in 2012 alone: It’s Always Sunny in Philadelphia (FX, 2005–present), Bones (Fox, 2005–present), Tru Calling (Fox, 2003–2005), and Malcolm in the Middle (Fox, 2000–2006; Brzoznowski 2012). Walt Disney was equally slow to enter the scripted format market but immediately struck gold with Desperate Housewives (ABC, 2004–2012). Echoing some of the narrative techniques and themes of telenovelas, Desperate Housewives resonated particularly strongly with Latin American audiences, for which three adaptations were made (Argentina, Colombia/Ecuador, and Brazil). In 2008, Univision, the Spanish-language U.S. network, produced its own version, and three years later, a Turkish series was made (Brzoznowski 2012). A sixth local version, Desperate Housewives Africa was announced in Nigeria in summer 2013. Other Disney series that were adapted include Grey’s Anatomy (ABC, 2005–present) in Mexico, and Revenge (ABC, 2011–present) in Turkey. Warner Bros. International Television Production was only established in 2009. The London-based division has tried to make up for lost time since by acquiring large European TV production companies. In the scripted space, Nip/Tuck (FX, 2003–2010) Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 10 Television & New Media was turned into a telenovela in Colombia, Gossip Girl (The CW, 2007–2012) became Gossip Girl Acapulco in Latin America, and The O.C. (Fox, 2003–2007) was adapted in Turkey (Zein 2014). Hollywood studios entered the scripted format market belatedly and almost reluctantly, anxious as they were of hurting their finished programming sales. Although they have not thrown caution to the wind the size of their catalogue, combined with their international footprint and annual output, guarantees them a strong presence in the market for years to come. Emerging Territories The trade in scripted formats is booming because new suppliers are emerging and have begun to make their mark on the trade. As South Korea remakes Japanese dramas and Latin American telenovelas are adapted in China or Russia, the scripted format business has expanded but also become more multifaceted and diverse. From New Zealand came Outrageous Fortune, a comedy that was remade in the United Kingdom for ITV (Honest, 2008) and the United States for ABC (Scoundrels, 2010). A version of RadioCanada’s Les Invincibles (2005) was made in France for Arte in 2008. From Holland came Penoza, which, as seen above, aired as Red Widow on ABC in 2013. A few scripted formats have also emerged from Italy, with Mediaset selling format packages for about forty titles. Recent deals include adaptations of the sitcom Casa Vianello [Young Enough] (Canale 5, 1988–2006) in Serbia, Portugal, Croatia, and Turkey; and local remakes of the soap opera Vivere [ Living] (Canale 5, 1999–present) in Greece, Portugal, and Poland (Fry 2013; Mediaset 2014). Although the United Kingdom remains the leading supplier of scripted formats (Waller 2014), two new export territories have attracted attention: Scandinavia and Israel. Following success as finished programs, many series of the Scandi-wave are being re-versioned. Wallander (TV4, 2005–present), a Swedish crime series, was remade for the BBC (BBC 1, 2008–2010), and Danish broadcaster DR’s Forbrydelsen [The Killing] (DR1, 2007) was adapted by Fox Television Studios and Fuse Entertainment for AMC in 2011 (Koranteng 2012). Bron [The Bridge] (SVT1, DR1, 2011–present), originally from Sweden and Denmark, has been adapted in the United States by Shine America and FX (FX, 2013–present) and in the United Kingdom and France as The Tunnel (Sky Atlantic and Canal Plus, 2013). Finally, a U.S. version of Danish drama series Park Road (TV2, 2009) was being produced for the U.S. network NBC in 2013. Israeli production houses have also developed a strong presence in this market. It began with BeTipul [In Treatment], which has been re-versioned in fourteen territories since HBO aired the U.S. remake. Following a few other adaptations and U.S. projects that never came to fruition,4 the next big hit was Keshet’s drama Hatufim [Prisoners of War], which is being adapted in four territories and whose U.S. version, Homeland, which aired on Showtime, sold around the world. Both Scandinavia and Israel have found a space in the scripted format trade, yet their approaches differ. As the Israeli market is too small to enable production Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 11 Chalaby companies to scale up, the Israelis are investing in an industry whose job is to tell stories that sell worldwide. So far, Scandi-dramas were primarily aimed at a local audience before they hit the road. The sole ambition of Lars Blomgren, The Bridge’s Swedish producer, was to create a coproduction that would also work in Denmark (while Swedish broadcasters bought Danish series and put them on prime time, the Danish never bought anything from Sweden). The first Bridge told a story about two local police forces working across their borders, and it was only later discovered that this could work in all countries that share interesting borders (Blomgren interview 2014). Israeli producers appear adept at stacking up the odds in their favour. Their initial budgets being low, their series can be remade on a small budget, ensuring a record number of adaptations for BeTipul. Israeli producers tend to be flexible and allow buyers any change they like as long as they understand the essence of the show. Keshet, for instance, let the U.S. producers transform a family drama (Hatufim) into an action series (Homeland). While Scandinavian producers might prove equally accommodating, it is far from being the case across the industry, with the Hollywood studios being the least flexible. Andrew Zein, a senior executive at Warner Bros. International Television Production (WBITVP), recently stated that “The overall design concept of a scripted format is something that WBITVP takes very seriously. Our clients have to embrace the original design elements, including costumes, makeup, locations, and studio set” (in Stephens 2014, 298). New Formatted Genres: Telenovelas and Constructed Reality Adaptations in telenovelas and constructed reality programming are bolstering the volume of scripted formats in circulation. Not taking telenovelas into account would leave unexplained the fact that Argentina has become the world’s third largest supplier of scripted formats (Waller 2014). Novelas were among the very first programs to be translated in the sound broadcasting era, and several Cuban scripts for radionovelas traveled across Latin America in the 1940s and 1950s. The trade was initiated by U.S. advertising agencies interested in generating audiences for their clients, and, as Joseph Straubhaar argues, the telenovela genre is in itself a transnational proto-format that was engineered through a process of hybridization that blended a “base genre” (the U.S. soap) with local “traditions of serial fiction” (Rivero 2009; Straubhaar 2012, 150–51). In the television era, the telenovela industry developed in Argentina, Brazil, Colombia, Mexico, Peru, and Venezuela, and soon these serials dominated the primetime schedules of broadcasters across Latin America. It was in the late 1980s that telenovelas began to be exported to other world regions (Mato 2005, 426). Albeit sparsely appearing on broadcasters’ schedules in developed markets, telenovelas have found viewers in great numbers in developing countries, particularly in Central and Eastern Europe, the Middle East, and Central and Southeast Asia (Biltereyst and Meers 2000; Mato 2005). Until the early 2000s, telenovelas exports consisted entirely Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 12 Television & New Media of finished tapes, but scripts have progressively become popular with local broadcasters eager to develop their local production capabilities and respond to viewers’ preference for local content. The game changer was Yo soy Betty, la fea [Ugly Betty] (McCabe and Akass 2013). Written by Fernando Gaitán, Betty aired on Canal RCN in Colombia between 1999 and 2001. It was an immediate hit, and the series was picked up and adapted by neighboring broadcasters. In 2006, ABC broadcast a U.S.-made version produced by Reveille and Touchstone TV, confirming the soap’s status as a global phenomenon. By 2013, Ugly Betty had aired in more than ninety countries, and at least twenty versions had been made (Miller 2010). Latin American media firms have since adapted their business model, adding formats units to complement their ready-made sales. Early movers include Caracol of Colombia, Telefe of Argentina, Televisa of Mexico, and Venevisión of Venezuela, while TV Globo started its format business in 2009. These units’ involvement varied from contract to contract, from simple script sales with experienced broadcasters to the full consulting package for those new to the genre. In a few instances, telenovela producers moved further along the value chain by coproducing the series with broadcasters (Wasserman interview 2012). Caracol Internacional’s titles have been adapted thirty times so far, including the popular Sin tetas no hay paraíso [Without Breasts There Is No Paradise] (Caracol TV, Colombia, 2006) and Vecinos [Neighbors] (Caracol TV, 2008–2009). Telefe International’s scripts have passed a hundred adaptations, with Los Roldán [The Roldans] (Telefe, Argentina, 2004–2005), Hermanos y Detectives [Brothers and Detectives] (Telefe, Argentina, 2006), and Montecristo (Telefe, 2006) exceeding ten versions each. Outside Latin America, the key markets for telenovela remakes are Central and Eastern Europe (particularly Poland and Russia), Asia, and Spanishspeaking United States (Franks 2013; Waller 2010). Telenovelas have begun to be adapted for the English-speaking U.S. market, the latest example being The CW’s Jane the Virgin (Table 1). As demand is expected to grow, Televisa has opened a studio in Los Angeles, California, and NBCUniversal is developing English-language versions of shows that first aired on its local Spanish networks (Middleton 2014). Constructed reality is an emerging genre that borrows storytelling techniques from soap opera and documentary, and broadly consists of shooting “real” people in managed situations and structured scenarios. Not all the genre’s exponents use scripts. In the Anglo-American variant, producers construct settings but dialogues and storylines remain driven by “real” characters. Genre highlights include MTV’s Jersey Shore (2009–2012), The Only Way Is Essex (ITV 2, 2010–present), and Made in Chelsea (E4, 2011–present; Woods 2014). The second variant was pioneered by German TV production companies and involves the loose reconstruction of real-life events, including distressing family incidents, crimes, murders, or court cases. These shows are based on scenarios played out by “ordinary” people (who may not necessarily have been involved in these cases) and who follow a script to deliver the story. For instance, Das Strafgericht [Criminal Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 13 Chalaby Court] (RTL, 2002–present) and Betrugsfälle [Wham Bam Scam] (RTL, 2010–present), two constructed reality formats sold by Global Screen, a German distributor, have been picked by broadcasters in a variety of European countries (Smitherman 2013). The most widely distributed formats are those of Filmpool, an MME Moviement company, itself part of All3Media. A total of 2,600 episodes of constructed reality shows such as Zwei bei Kallwass [Two with Kallwass] (Sat.1, 2001–13), Verdachtsfälle [Cases of Doubt] (RTL, 2009–present), and Familien im Brennpunkt [Families at the Crossroads] (RTL, 2009–present) have been produced in Europe so far (All3Media 2014; Brzoznowski 2013). Telenovelas and constructed reality programs may not be the most prominent genres but they matter in terms of volume, and their transnational adaptations play a big part in the growth of the scripted format trade. Improved Knowledge Transfer As noted above, scripted formats cannot be reproduced as mechanistically as concepts from other genres. Dramas and comedies are culturally sensitive and do not rely on format points and structures that can be duplicated in a routine fashion. There are always cases of game show rules having to be amended to fit a particular culture and scripts that are translated word-for-word, but as a general rule, scripts need more adaptation than unscripted entertainment. While only the structures of unscripted shows travel, every word and scene of a drama needs to sound right to a local audience. Even if, in the best of cases, these modifications are cosmetic, the full package needs adaptation, including shoot locations, casting, costumes, and so on. As local versions of scripted shows tend to differ more from one another than in other genres, lessons learned in one territory may not apply elsewhere. Furthermore, in contrast to game shows for which knowledge transfer mechanisms (production bibles and flying producers) were routinized as early as the 1970s, until recently, support practices were not as set for script buyers. Once in possession of the script, the latter could be left to their own devices. Without guidelines about what made the format work, many scripts ended up being dismembered by local broadcasters. Vertue remembers how U.S. producers tried to do Fawlty Towers without malice between Sybil and Basil, and Ab Fab without the drugs and the drinking (Vertue interview 2011). She recollects her first attempt to adapt Steptoe and Son: They hadn’t understood what made Steptoe and Son work in the first place; what was the core of it? This love/hate relationship between the father, and son, who the son who wanted to break away, but somehow couldn’t and the father who stopped him, and they didn’t really understand that, and so this pilot they were in really a lovely place they lived in and they didn’t have a horse and cart, they had a van, which is fine, but I said to them I don’t know why he wants to leave, it’s lovely here, you know, where they lived and everything. And so it didn’t get picked for series, but it made me myself think I must not do this again, I must only sell it when I can find the person who I think can see what makes it work, and so I put it in a drawer and I thought one day I’ll do it, I’ll get it out again (Vertue interview 2011). Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 14 Television & New Media The knowledge transfer has improved over recent years and has been catching up with practices common in other genres. Buyers receive more support from consultant producers, and production bibles have expanded; they receive both a storyline and a method of production. Today’s bibles can detail the series’ premise and showrunner’s vision of the original series (what is the story about), and include information about key characters, story drivers, and dynamics, down to the shooting schedule. It is also increasingly common to see the original creative team included in the consulting package, enabling the adaptation team to hold conversations with the writer and/or producer of the original series (Jackson interview 2012; Nohr interview 2013; Stephens 2014). Although knowledge transfer mechanisms have been improved by large distributors with a reputation to protect, scripted formats are even better handled when kept in-house by international production companies with facilities in multiple territories. Over recent years, Hollywood studios, including Warner Bros., NBCUniversal, and Sony, and TV production supergroups such as FremantleMedia, ITV Studios, Red Arrow Entertainment, or Shine, have acquired numerous local companies to internationalize their production capacity (Chalaby 2012b). Wherever possible, these rights holders opt to adapt and produce their scripted shows themselves, a strategy that enables them to stay longer in the TV format value chain, protect their brands, and control their intellectual property (IP). The Bridge, for instance, was coproduced by Filmlance, a Swedish TV production company that became part of Metronome Film & Television, which itself was acquired by the Shine Group in 2009. Both the Franco-British and the American remakes were handled by Shine companies, and Blomgren acted as executive producer for both adaptations. He read the new scripts and made some comments before becoming “a fly on the wall” on the production set (Blomgren interview 2014). He ensured, however, that the changes went in the right direction. For instance, while the Swedes and Danes understand each other in the original series, linguistic and cultural tensions were introduced in the Franco-British show. In the U.S. adaption, the script highlights cultural differences between police forces from an affluent society versus a developing country (Mexico). The U.S. production team initially planned to reproduce the melancholic Nordic landscapes and planted the story between Canada and the United States. Once they realized where the essence of the drama lay, they transferred the story to the border between Mexico and the United States. The narco-trafficking between the two countries made the story more current and gave it darker undertones (Blomgren interview 2014). All in all, the TV industry has a better understanding of the fundamental mechanisms that dictate successful scripted format translation. Any scripted show has a kernel wherein lies the engine of its success. While everything else can be touched, the essence of the story must remain across cultures, else the story crumbles. Conclusion: A Revolution Comes Full Circle For several decades, the TV format trade essentially revolved around game shows. Since the post-Millennium format revolution, it became the turn of reality and factual Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 15 Chalaby entertainment programs to be adapted in great numbers. Scripted formats have become booming business in recent years only. The stars aligned when demand for drama increased worldwide—and in the United States, in particular, Hollywood studios began to mine their catalogues, new exporters emerged, scripted genres developed, and knowledge transfer techniques improved. Scripted formats have come to age but remain different from those in nonscripted genres. They require fuller cultural translation, and the risk of failure remains substantially higher than in other genres. In addition, the underlying economics of their production and distribution differs. Nonscripted genres travel almost exclusively formatted, and distributors strive to make them as ubiquitous as quickly as possible. Not so with scripted shows, for which finished tapes remain essential. These programs are far more expensive to produce than nonscripted fare, and many are deficit-funded (requiring distributors to complete the investment from commissioning broadcasters). As a large part of the funding comes from future potential sales, everything is done to protect the earnings from the completed tape. In consequence, the format rights of scripted shows are often released only once the original version has played out, and the initial investment recouped. If and when adaptations are produced, they are distributed in carefully choreographed sequences of holdbacks and releases (Jackson interview 2012; Nohr interview 2013). Hollywood studios remain equally careful and avoid releasing the format rights of series that are too recent, unless these have been cleared by the distribution team. Finally, the issue of brand purity is particularly acute with scripted shows, as too many adaptations risk diluting a brand, and a single poor one can kill a series. The rights holders of series such as The Bridge, CSI, or Sherlock receive many more requests for local adaptations than will ever be produced (Blomgren interview 2014; Gilbert 2014; Nohr interview 2013; Vertue interview 2011). Nonetheless, the late entry of scripted formats in the global TV format trading system is significant. It completes the TV format revolution and the trade, now spanning all genres, is no longer confined to the (lower) fringes of the TV industry. Scripted formats not only add volume and diversity to the TV format business but give it its lettres de noblesse. It also establishes that the TV industry has progressed and learned to adapt any program, from the most mundane and formulaic daytime game show to award-winning, prime-time, globe-trotting series. Scripted formats demonstrate, better than those in nonscripted genres, that all TV formats are “ultimately contained in local and national meanings” (Waisbord 2004, 380). They may be international to the industry but they need to be local to viewers. The only formats that cross borders are those that resonate in each and every territory in which they air. Formatting is a mechanism for structuring narrative, and the best formats are those that are invisible platforms that disappear behind the drama they generate. Scripted entertainment displays TV formats at their best: not as the Trojan horses of global culture, as some fear, but as platforms for local storytelling. Acknowledgments The author would like to express his deep gratitude to all the interviewees for their time and cooperation, and thanks the anonymous reviewers for their helpful suggestions. Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 16 Television & New Media Declaration of Conflicting Interests The author declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Funding The author received no financial support for the research, authorship, and/or publication of this article. Notes 1. For instance, three pilots of Three’s Company were shot before ABC picked up the show, and more recently CBS piloted The Ran Quadruplets twice without commissioning the Israeli series. 2. The 2007–2008 Writers Guild of America strike, however, does not seem to have had an impact on demand for scripted formats (Esser 2010, 280). 3. The same season (2014–2015) the networks commissioned fifty-one new series, they also recommissioned sixteen unscripted shows, all of them trusted and tested international formats, including ABC’s Dancing with the Stars and Shark Tank; CBS’s Survivor and The Amazing Race; Fox’s American Idol, Hell’s Kitchen, and MasterChef; NBC’s The Voice and The Biggest Loser; and the CW’s Whose Line Is It Anyway? 4.Including The Ran Quadruplets (Yes! 2008–2009), Shkufim [False Flag] (Channel 2, 2008–present), and Haverot [Little Mom] (Yes! 2012). List of Interviews Company names and job titles at time of interview Blomgren, Lars. 2014. “Managing Director, Filmlance International.” Phone Interview by Author. Tape Recording. January 24. London. Gaitán, Fernando. 2010. Interviewed by WorldScreen. WorldScreen, October, 136. Jackson, Andrea. 2012. “Managing Director, Acquisitions & Formats, DRG.” Interview by Author. Tape Recording. May 24. London. Nohr, Nadine. 2013. “Chief Executive Officer, Shine International.” Interview by Author. Tape Recording. December 12. London. Paice, Matt. 2012. “Executive Vice President, International Production, BBC Worldwide.” Interview by Author. Tape Recording. May 16. London. Taffner, Donald, Jr. 2013. “President, DLT Entertainment.” Interview by Author. Tape Recording. November 4. London. Vertue, Beryl OBE. 2011. “Producer and Chairman, Hartswood Films.” Interview by Author. Tape Recording. December 6. London. Wasserman, Michelle. 2012. “Head of International Business—Programming, Formats & Production Services, Telefe.” Interview by Author. Tape Recording. July 24. London. References Andreeva, Nellie. 2013. “Fall 2013 Freshman Series Scorecard: Time Slot Gainers and Slackers.” Deadline.com, November 8. Baker, Matt. 1996. Transatlantic Transplants. Broadcast, January 19, 24–25. Bazalgette, Peter. 2005. Billion Dollar Game: How Three Men Risked It All and Changed the Face of Television. 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The FRAPA Report 2009: TV Formats to the World. Cologne: FRAPA (Format Recognition and Protection Association). Fry, Andy. 2013. “Sticking to the Scripts.” May 7. www.c21media.net. Gilbert, Paul. 2014. Senior Vice President, International Formats, CBS Studios International. In Panel “the Other Format: Scripted Series Going Global,” NATPE 2014 Session, February 4. Guider, Elizabeth. 2013. “L.A. Screenings Recap.” E-mail Newsletter. WorldScreen Weekly, May 23, 1–6. Kanter, Jake, Andreas Wiseman, and Peter White. 2014. “Drama Set for Digital Revolution.” Broadcast, May 29, 1. Koranteng, Juliana. 2012. Say It Again. WorldScreen, April, 342. Mato, Daniel. 2005. “The Transnationalization of the Telenovela Industry, Territorial References, and the Production of Markets and Representations of Transnational Identities.” Television & New Media 6 (4): 423–44. McCabe, Janet, and Kim Akass, eds. 2013. TV’s Betty Goes Global: From Telenovela to International Brand. London: I.B. Tauris. McNeil, Alex. 1996. Total Television. 4th ed. Harmondsworth: Penguin. Mediaset. 2014. “Scripted Formats.” http://mediasetdistribution.com/scripted/home/. Middleton, Richard. 2014. “Latin Leanings.” June 4. www.c21media.net. Miller, Jade L. 2010. “Ugly Betty Goes Global: Global Networks of Localized Content in the Telenovela Industry.” Global Media and Communication 6 (2): 198–217. Moran, Albert. 1998. Copycat Television: Globalisation, Program Formats and Culture Identity. Luton: University of Luton Press. Moran, Albert. 2006. Understanding the Global TV Format. Bristol: Intellect. Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 18 Television & New Media Moran, Albert. 2013a. “Global Television Formats: Genesis and Growth.” Critical Studies in Television 8 (2): 1–19. Moran, Albert. 2013b. TV Format Mogul: Reg Grundy’s Transnational Career. Bristol: Intellect. Navarro, Vinicius. 2012. “More than Copycat Television: Format Adaptation as Performance.” In Global Television Formats: Understanding Television across Borders, edited by Tasha Oren and Sharon Shahaf, 23–38. London: Routledge. Pickard, Michael. 2011. “Laughing All the Way to the Bank.” July 29. www.c21media.net. Potter, Ian. 2008. The Rise and Rise of the Independents. Isleworth: Guerilla. Rivero, Yeidy M. 2009. “Havana as a 1940s-1950s Latin American Media Capital.” Critical Studies in Media Communication 26 (3): 275–93. Rodrigue, Michel. 2007. “Les Formats: Cent langues et sans frontières! [TV Formats: hundred languages without borders!]”, Montréal, Québec, Canada, November 2. Smitherman, Gary. 2013. “The Feelgood Factor.” June 12. www.c21media.net. Stephens, Joanna. 2014. Twice as Nice: The Business of Adapting Scripted Dramas and Comedies across Borders is Picking up Steam. WorldScreen, April, 292–300. Straubhaar, Joseph. 2012. “Telenovelas in Brazil: From Traveling Scripts to a Genre and ProtoFormat Both National and Transnational.” In Global Television Formats: Understanding Television across Borders, edited by Tasha Oren and Sharon Shahaf, 148–77. London: Routledge. Torre, Paul. 2012. “Reversal of Fortune? Hollywood Faces New Competition in Global Media Trade.” In Global Television Formats: Understanding Television across Borders, edited by Tasha Oren and Sharon Shahaf, 178–200. London: Routledge. Waisbord, Silvio. 2004. “McTV: Understanding the Global Popularity of Television Formats.” Television & New Media 5 (4): 359–83. Waller, Ed. 2006. “NBCU Acts Global, Thinks Local.” April 4. www.c21media.net. Waller, Ed. 2007. “Reality Rules the Fall.” May 23. www.c21media.net. Waller, Ed. 2010. “Love in a Cold Climate.” February 1. www.c21media.net. Waller, Ed. 2012. “The Format Factor.” May 22. www.c21media.net. Waller, Ed. 2013. “De-risking Pilot Season.” May 14. www.c21media.net. Waller, Ed. 2014. “Risk Management.” May 23. www.c21media.net. White, Peter. 2013. UK Indies Storm US Upfronts. Broadcast, April 5, 1. White, Peter. 2014. UK Shows Primed for the US. Broadcast, April 18, 8. Woods, Faye. 2014. “Classed Femininity, Performativity, and Camp in British Structured Reality Programming.” Television & New Media 15 (3): 197–214. Zein, Andrew. 2014. Senior Vice President, Creative Format Development and Sales, Warner Bros. International Television Production. In Panel “the Other Format: Scripted Series Going Global,” NATPE 2014 Session, February 4. Author Biography Jean K. Chalaby is a professor of international communication and head of sociology at City University London. He is the author of The Invention of Journalism (1998), The de Gaulle Presidency and the Media (2002), and Transnational Television in Europe: Reconfiguring Global Communications Networks (2009). He is the editor of Transnational Television Worldwide (2005) and has published extensively in leading journals on a wide range of mediarelated topics Downloaded from tvn.sagepub.com at UNIV PRINCE EDWARD ISLAND on February 8, 2015 577211 research-article2015 TVNXXX10.1177/1527476415577211Television & New MediaMulvin and Sterne Special Section: Sociotechnical Perspectives Scenes from an Imaginary Country: Test Images and the American Color Television Standard Television & New Media 2016, Vol. 17(1) 21–43 © The Author(s) 2015 Reprints and permissions: sagepub.com/journalsPermissions.nav DOI: 10.1177/1527476415577211 tvn.sagepub.com Dylan Mulvin1 and Jonathan Sterne1 Abstract American analog color television—so-called NTSC color—is likely the most pervasive image standard of the twentieth century, yet it is infamous for its technical shortcomings. Through a history and analysis of the National Television System Committee (NTSC) standard, this article argues that the political presuppositions of engineers shaped the representational capacities of television for nearly sixty years. In particular, the test images used to develop a perceptually satisfying image evince assumptions of a leisurely and white United States as the “normal” subject matter of television. In this way, test materials coalesce abstract assumptions about the normal and the exceptional at the level of both form and content. This article concludes that NTSC color served as a model for how normed cultural sensibilities about image quality, perceptual ability, and the representational imaginary have been built into subsequent technical standards. A Scalar version of this paper, with more pictures, is available at http://colortvstandards.net Keywords visual culture, perception, test images, media standards, whiteness, norms, the United States, television, technology, media infrastructure . . . Colour television systems do not directly register the world; a whole technology intervenes. —Brian Winston (1996, 41) 1McGill University, Montreal, Quebec, Canada Corresponding Author: Dylan Mulvin, Department of Art History and Communication Studies, McGill University, 853 Sherbrooke St. W., Montreal, Quebec, Canada H3A 0G5. Email: [email protected] from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Downloaded Downloaded from http://www.elearnica.ir 22 Television & New Media 17(1) Figure 1. NTSC color television test slides (Fink and NTSC 1955). A young woman clutches a kitten, two others play table tennis, some boys canoe, and some play tug-of-war. There are pumpkins, fishing tackle, a lampshade, a tulip garden, a houseplant, and a southern manse. These are just a few excerpts from the imaginary America that color television engineers and the Eastman Kodak Company compiled in 1951. These excerpts are all taken from the twenty-seven test slides (Figure 1) that were an integral part of the testing regime established by the National Television System Committee (NTSC) for its 1953 color standard—which became the most ubiquitous moving image standard of the twentieth century, when it was chosen as the standard for American color television. Considering the relatively short half-life of communication standards, the NTSC standard enjoyed considerable longevity, lasting for fifty-six years in the United States, until June 12, 2009, when full digital conversion took place. NTSC is still used in some countries and remains a color calibration option in many computer operating systems. Although it was chosen on the basis of a series of local concerns and peculiar aesthetic criteria, the NTSC standard has tuned the hue of a great deal of televisual culture over the last half-century, and through a host of remediations—video tape, CRT screens, YouTube, JPEG, MPEG—a great deal of media culture besides. Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 23 In this article, we consider the test slides used to develop the NTSC color standard as well as the contexts in which they operated: the testing scenario itself, the technical infrastructure of monochrome television into which color television was to be inserted, the cultural values circulating in the tests and through the images themselves, and their subsequent media legacy. Test objects are a necessary part of a media standardization process. Test images, as a kind of test object, act as prototypical proxies for how a viable visual medium will handle its materials of transmission. Although standards strive to hide the traces of their testing regimes, the many shortcomings of the NTSC standard point us back to these documentary artifacts for clues about the affordances and failures of the imaginations that brought it into existence. We argue that the NTSC predicted how its standard would work by projecting two components of the future of American color television onto its testing regime. In the form of its test subjects it imagined the future viewers of TV; in the form of its test materials—its test slides and a single filmstrip—it imagined both the future subject matter and the formal characteristics of American color TV content. The content of the test materials, however, evinces a concern for the system’s capacity to reproduce formally complex images and, at the same time, give primacy to a circumscribed vision of American television as a domain of whiteness, leisure, and pastoral ease. Together, the test subjects and test materials negotiated the gaps between the universal and the particular. By making a choice about what, in particular, could be reproduced and tested (creating a fixed set of materials and testers), the engineers speculated about the realm of all possible TV images. As we conclude, the NTSC testing regime is illustrative of the ways all media aesthetics work and the ways all media formats contain wagers on their own representational potential. We thus follow a tradition of understanding the very form of technologies as crystallizing representations and social relations at the moments they come into existence (Spigel 1992; Williams 1974). We read our history through the few artifacts that remain. We only have remediated versions of the test images themselves: four in color, twenty-three in grayscale, printed in a book from 1955, scanned, digitized, and compressed again—their original color characteristics lost to history. We also have detailed accounts of the testing process, gleaned from meeting minutes, the edited collection of papers provided by the committee, and a handful of articles. We offer this history as a complement to existing histories of color TV’s reception and governance (Abramson 2003; Boddy 1990; Fickers 2010; Kane 2014; Murray, forthcoming; Spigel 1992) and as a contribution to the project of understanding the cultural practices that go into making media standards (though our empirical material is limited to the United States). Existing accounts of the early years of television describe the trials and provisional successes of early color television demonstrations and the adoption of TV in the home. But little attention is paid to the cultural dimensions of the standards and infrastructures that subtended the television system. Within the practical domains of television engineering lay a politics of how television would work and what it would show. We argue that these engineering decisions shaped the look and feel of television for over half a century. Hence, our focus is on how the NTSC’s test images and testing regime enfolded the representational prospects of a new color broadcast technology as well as the perceptual capacities of potential viewers. As Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 24 Television & New Media 17(1) we argue in the conclusion, much of the epistemology behind the NTSC tests continues to shape new image standards. Although analog color television recedes into memory in many parts of the world, its legacy lives on in digital image and video standards still in wide use. Media standards sometimes show their seams. When we adjust our television to a set of color bars or a projector to an image of a diagonal axis, we calibrate our communication media to the specifications of a standard. When we do this, we also conform to an aesthetic based on the extensive testing and research that went into creating that standard. Sometimes the seams appear elsewhere, as in the unforeseen byproducts and failures of representation endemic in compressed media standards. These moments of “infrastructural inversion” can uncover the epistemic and aesthetic politics of the engineering imaginary (Bowker and Star 1999). In this way, the NTSC color standard is a very fruitful subject. Not only is it the most ubiquitous moving image standard of the twentieth century, but it is also infamous for its failure to faithfully reproduce skin tone: No True Skin Color and Never The Same Color were some of the system’s more common nicknames. This is especially striking because earlier color TV systems were rejected because the “inability to accurately reproduce skin tones is a particularly serious handicap” (Fink and NTSC 1955, 17). The NTSC standard held a functional aesthetic desire—represent white skin tone—in dynamic tension with the technical limits of an infrastructure. At the same time, it was an ongoing monument to the failures of its designers to fully predict its use and reception (Murray, forthcoming). Although color reproduction was a goal for television from its very beginnings in the nineteenth century and color standardization was always part of TV standards (Kane 2014, 56–57), American industry histories often frame color as an afterthought, because the color standard came after the monochrome standard. The usual story goes like this: the first NTSC negotiated a set of industrial compromises to produce an acceptable monochrome standard for American television, which the Federal Communications Commission (FCC) adopted in 1941 (Boddy 1990, 34; Seldes 1956). A second NTSC convened in 1950 to develop a color standard that would work within the parameters of the existing standard—meaning that existing set owners would still receive the monochrome signal, and new color set owners could receive both signals. Therefore, the second NTSC had to figure out a way to cram a new tricolor signal into the bandwidth that had previously just transmitted a monochrome signal (Fink and NTSC 1955). Standardization implies “the necessity of relations” among institutions, technical protocols, practices, and people (Fuller 2005, 96). If the relations between technical protocols and institutions had to be relatively undisturbed, the relation to people would have to change. The lever for that change was applied psychophysics. The NTSC built the limits of color perception (as they were then understood) into its color TV standard, rendering them economically useful by treating the presumed perceptual limits of the normal human eye as an exploitable efficiency in the system. In today’s language of bandwidth, the NTSC system could transmit less information if it knew which information was less likely to be seen by audiences (Sterne and Mulvin 2014). But the committee’s perceptual judgments were made in the artificial context of testing and built around Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 25 specific aesthetic materials: Eastman Kodak’s twenty-seven color images. Andreas Fickers (2010, 99) has described the psychophysical research behind the European color standard as rooted in “the habitus of the engineers and technicians, who believed in the rationality of their profession and neutrality of their behavior as men of science and technology.” We take Fickers’s provocation seriously for the American context: what values and worldviews were bound up in the habitus of the NTSC engineers? We should also note that the core value that subtends the psychophysical work—the separation of transmission from content—is drawn from information theory, a specific conceptualization of communication (Fink 1951; Shannon and Weaver 1949). This split is as much a political choice as an aesthetic or practical one. It is also immensely powerful as an engineering practice. Even while we challenge the separation of content and medium, we find ourselves forced into using the distinction because it pervades the NTSC engineers’ own thinking. With a plea to read us at least a little ironically, we retain the distinction for the sake of legibility and a good story. When looking at the NTSC’s test slides and their strictly limited representation of the United States, in addition to the homogeneous makeup of the test subjects, we see that contextual biases around whiteness and around the commercial purposes of television are baked into its media standards. The standard’s technical shortcomings are clearly connected not only to the committee’s inability to produce a truly functional representational norm but also to the broader dimensions of the tests. The Greening of America When the first gathering of the NTSC met to create an American television standard for monochrome broadcasting, their work took nine months. The color standard, by comparison, took thirty-two (Fink and NTSC 1955). The undertaking involved in developing a color standard was larger because the engineers knew they needed a system that was compatible with the existing monochrome standard. By the early 1950s, Americans already owned thirty million television sets and (in a move that might seem counterintuitive now) not forcing Americans to buy a new television or an adaptor was a requirement of any potential standard (Seldes 1956). The majority of the testing for color work took place between 1951 and 1953 across laboratories in the United States. The NTSC engineers completed preliminary, subjective tests on themselves by the summer of 1951. For these initial tests, they used a suite of existing test images and test patterns to estimate the likely point of diminishing returns of bandwidth use: that is, they roughly determined the minimum amount of bandwidth that was necessary to produce a pleasing image by testing their own responses to basic shapes and colors. Test patterns are basic and elementary images. To know whether a visual technology is working, engineers use them to reduce the signal to a series of color blocks and gradients, the building blocks of more complex depictions. Test patterns, like the Society of Motion Picture and Television Engineers’ familiar color bars (Figure 2), are usually used as calibration tools for downstream technologies; once a television signal is honed and broadcast and once a television is manufactured, sold, and setup in a Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 26 Television & New Media 17(1) Figure 2. SMPTE Color Bars. home, test patterns are the final level of quality control, as they can be used to verify that the saturation, hue, and contrast are (subjectively) accurate and/or pleasing. While the simple test patterns served to estimate the general parameters of a pleasing television signal in their initial tests, the NTSC needed more versatile and varied testing materials to more precisely determine the aesthetic requirements of a national television signal. As actual TV shows are rarely composed of stationary blocks of color, the NTSC agreed in August 1951 that Eastman Kodak would produce images for the tests and distribute them to the member firms: “some being ‘average’ pictures and some being ‘exceptional’ pictures” (NTSC 1951–1953a, 3). In total, Eastman Kodak produced 68 sets of the slides for the various firms involved, and for the FCC’s records (Fink and NTSC 1955, 65). Test images can portray anything, but once they portray something, that something becomes a shared set of fixed points across all testing environments. Because of the longevity of color TV, the choice of using new, unique images, and the peculiarity of the images themselves, the process of picking these fixed points becomes a rich subject for inquiry. Aside from their reproduction in a compiled set of the committee’s reports—and their re-reproduction here—these slides are lost to time. However, we do know a few things about them. We know that Eastman Kodak produced the slides for free—one of the company’s managers served on the NTSC testing committee—and that the committee’s chairman, Alfred Goldsmith from RCA, “laid before the Eastman Kodak Company suggestions as to the general nature of the subject matter which should be included in a set of color-television test slides” (NTSC 1951–1953b, 6). And we know that partway into the testing regime, “three additional slides stressing subject matter predominantly green were added” (NTSC 1951–1953b, 6). As a new monochrome signal would be based off of the level of green in every frame of the color signal, testing green images was of primary significance. Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 27 Test images are the crash test dummies of a visual media standard. Like other forensic media, they are used to bring a new technology’s failures into relief. They test the formal limits, potential catastrophes, and likely outcomes of compression, transmission, and perception (Siegel 2014). The NTSC engineers used the Eastman Kodak slides in two ways: to portray and test the “general subject matter” of color television and to test the boundaries of the “average” and “exceptional” colorimetric and formal information of the signal. These technical and representational layers were balanced against other concerns like perceptual clarity for the viewer, the economics of bandwidth use, and the feasibility of reproducing dynamic images. The NTSC tested its possible standards in dark rooms, with dozens of test subjects, trying to determine the lowest amount of information required to produce a pleasurable image. For each of these experiments, the Eastman Kodak test slides were the common denominator, serving as the yardstick for judging all the other variables. Conspicuously, however, the test images for the most ubiquitous moving image standard of the twentieth century didn’t move. The NTSC tests predated videotape recording by several years (Remley 1999), and the test film that Eastman Kodak produced and screened a single time cost more than $150,000. This meant that color slides were the only practical, affordable, and reliable means of testing the television signal with anything approaching consistency across lab settings. The NTSC clearly realized the paradox of basing their image standard on still images, and in an aside, the committee describes how actors performing live scenes would have been ideal, though impractical: “Manifestly, live-talent performances would in general be too elaborate, costly, and difficult of exact duplication to be suitable for routine laboratory or field tests . . .” (Fink and NTSC 1955, 64). Other than the use of rudimentary kinescope recordings to time-shift programming from the east coast, television in the early 1950s was a live medium. Although the idea of actors reenacting the same scenes thousands of times for the duration of the committee’s tests may sound nightmarish, it is a nightmare that would have actually reflected the production methods of television at the time. But because live action was not feasible, and videotape still a few years away, the NTSC’s standard for the moving television image is based almost entirely on twentyseven slides. These images confront us with one of the truisms of media studies: that the content of a new medium is an old medium (McLuhan 1964). The standardization of one media format was explicitly calibrated to a set of decisions made for a previous media format. By referring back to Kodak’s color process, the NTSC engineers put their work in direct dialogue with a history of media aesthetics that was more about the very possibilities of representation—which colors could and could not appear and under what conditions. Their referent was not color in nature but color in other media. Kodachrome film stock was both an industry standard and a commercial touchstone for Americans in the 1950s, and its undergirding of television’s moving images was chromatically consistent with a vision of the world already processed through it. Color photographs that appeared in National Geographic used Kodachrome, which was originally sold to Americans through the uncredited advertising photographs of Ansel Adams (Garner 2007). Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 28 Television & New Media 17(1) The slides the NTSC initially used appear to reflect a LIFE Magazine or National Geographic photographer’s vision of American life (Garner 2007). But there is a reason for this. Although we were unable to clarify the origins of the images themselves (for instance, if they were specifically made for the test or selected from an image bank at Kodak based on their suitability for testing), we do know that the images had an afterlife, appearing as test images in visual perception tests in the 1950s (Sziklai 1956). Therefore, we can read the test images anachronistically as examples of “stock photography,” though that industry did not really cohere until the 1970s (Frosh 2003, 35, 38). Paul Frosh outlines several characteristics of stock photography that these images clearly share. They are conservative in what they depict, which is to say they work within stylistic idioms already believed to be commercially viable (Frosh 2003, 59). The images are selected based on their “apparent social significance” to advertisers and consumers “as interpreted by professional cultural intermediaries” (Frosh 2003, 69)—in this case, Kodak employees and television engineers. Their meaning is polysemic and generic, contextually determined both in relation to other images and without enough specificity to connote a particular brand, story, or set of objects or people without other contextual information (Frosh 2003, 72, 77). In other words, the images’ relatively free floating status made them ideal test subjects for television: not too heavily invested with a particular set of meanings or interpretive communities, using widely available visual rhetoric, and not depicting anything in particular, as determined by a set of professional cultural intermediaries. They were meant to call attention to color capacities of television, not to themselves. Watching the Future Watchers The test scenario itself was fluid and subject to reconsideration. A year into the color television testing, the NTSC requested information from Eastman Kodak on optimal viewing conditions for the slides. In response, Eastman Kodak recommended a completely dark room and a matte screen: “Ambient light of the same color temperature as the projector light is usually not disconcerting, but daylight would certainly change one’s opinion of the color quality on the screen” (NTSC 1951–1953b, 2). These conditions were meant to reflect an ideal laboratory site. But as the rejection of daylight suggests, an ideal laboratory situation was not the same thing as real-world viewing conditions. As Trevor Pinch (1993, 25–26) writes, “test data are usually thought of as providing access to the pure technological realm, a means by which the immanent logic of a technology can be revealed.” This is clearly a rhetorical situation of the test, but it also helps us understand the conditions under which engineers can cordon off a realm as “purely technological” or “immanent” to the technology, beyond human intervention. For us, the testing scenario is an epistemic scenario. By studying testing, we better understand how knowledge—of vision, of the televisual apparatus, and of the viewer and context of viewing television—was produced and managed in the early days of color TV technology. The history of the NTSC’s color tests is at least in part an epistemic history. Of course, the test scenario is also an impossible situation, a context that Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 29 attempts to transcend all contexts (Sterne 2012, 152). It has a Kantian dimension in that the test seeks to overcome the interestedness of the participants to reach a technically mediated, disinterested conclusion about the “best” system for color reproduction, a system that can work for any image or any user. Yet the definition of what works and the criteria to measure success are the stakes of constructing a test scenario. There were three nodes in the NTSC’s constellation of test materials and subjects: the test viewers, the equipment being tested, and the slides. Each combination of two factors tested the third: images and equipment tested the viewers, viewers and images tested the equipment, and so on. “Because the testing context is carefully circumscribed, it is not always clear whether it tests the technology or the user” (Sterne 2012, 153—the following discussion draws heavily from Sterne 2012, 153–60). For instance, in early tests of the color TV apparatus before they had the Eastman Kodak slides, the NTSC measured subjective responses to different color slides with names like “watering can,” “triangle thins,” “basso,” and “tea cups” As the engineers adjusted a filter, more and more viewers found the image satisfactory. Given that the goal of the color tests was to create an acceptable color standard that would work within the limited bandwidth available for television transmission, a test like this reveals two factors for consideration: (1) the point at which a certain measure of image quality becomes acceptable to a given number of viewers and (2) the proportion of viewers who at any given point rate an image as acceptable. These two factors were weighed against the available bandwidth in a cost-benefit analysis: how many viewers could be satisfied (or at least not annoyed) within the constraints of the infrastructure? The test scenario thus reproduces the conditions of infrastructural limitations and aesthetic compromise that animated the development of American color television. Not only did it test for the point at which image quality became acceptable to a majority of viewers, but it also presented gradations of the viewing population, offering choices for what proportion of the viewing population to try to please. There is also a story about expertise here. The tests’ viewing subjects in the tests stood in for all possible future viewing publics of color television. They were chosen from the ranks of professions concerned with television, and the list is revealing for its repetitive nature: engineers who designed TV receivers, broadcast engineers, engineers in “communications equipment design,” television research engineers, television transmitter design engineers, and editorial writers for technical journals. The tests also had observers: teachers (what kind is unclear), television service engineers, and consulting engineers (DeCola, Shelby, and McIlwain 1954). On one level, the list is highly exclusive, consisting primarily of different kinds of engineers and the people who write for them or teach them; on the other, the sheer proliferation of types of engineers in the list shows that they hoped to approach the problem from all angles within the engineering profession. That panoply of engineers was the basis of the test group’s claim to universality. Although we do not have demographic information on the participants beyond their last names, the list of professions combined with the roster suggests a group biased toward the white and male (Fink and NTSC 1955, 101). The expert viewers in the tests are therefore some distance from the population for whom they stand in. While they may be more discerning around image quality, they Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 30 Television & New Media 17(1) also differed from the eventual audience in many ways, for instance, in their gender, ethnic, and class makeup, as well as their understandings of the inner workings of television technology. At the same time, the “normality” of the test group should be less of a foregone conclusion than we might at first assume. As Mara Mills (2010) has shown, a great deal of telephone research was conducted with the help of D/deaf and hard of hearing organizations. Without knowing how many of the NTSC’s engineers required corrective eyewear, or had some kind of color blindness, it is difficult to claim that they were automatically normal, able-bodied users. The NTSC did give cursory attention to the affordances of the television system but were equally quick to dismiss them. In a questionnaire circulated to the committee’s members, they asked and answered: Question: Taking into account the various possible deficiencies of normal vision, what types of color distortion or change may be anticipated as a result of each of these deficiencies? Answer: It was considered that the effect of color anomalies in vision would be confined to a small group, and that in any event there was little that could be done, in the design and operation of the system, to accommodate such anomalies. (Fink and NTSC 1955, 100, emphasis in original.) Given this acknowledgment and dismissal of “anomalous” kinds of vision, the engineers’ definitions of “normal” and “exceptional” images (discussed below) say more about their own cultural biases and the way those biases would get built into the aesthetics of a durable television format. This is a moment when a media-related disability is actually being created. Whereas color blindness may or may not have affected viewers of black and white TV, the NTSC engineers are writing off this population. Although they aim to exploit the gaps and absences in normal human vision (as they understand it), other gaps and absences simply go too far. In creating a constant testing scenario, the engineers were asking a familiar question. “All else being equal,” what is the most efficient way to satisfy a viewer with a pleasurable television image? Or more accurately, at what point does diminishing image quality actively annoy viewers? “Marginal” and “unacceptable” were shorthand for points at which the image quality might interfere with enjoyment of the program. Of course, “all else” can never truly be equal. But a testing scenario would be impossible without reducing the number of traceable variables. The constant, reproducible testing scenario creates the illusion that the contrast of two images can be reduced to a pure comparison. In describing the necessity of test images, the NTSC wrote, In carrying out tests in the field of color television, it is always convenient and sometimes essential that substantially identical subject matter be used by various laboratories and that ready comparisons be made between the original material transmitted and the received and reproduced image secured over a color television system. (Fink and NTSC 1955, 64) Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 31 When the slides are modeled through different compression standards, they are compared both to the original and to other compressed images to find the point of just noticeable difference. Once the results are consistent across enough testing scenarios, the engineers can wager that they have found the effective sweet spot for transmitting a satisfactory image. When the Committee decided that it needed a standard that could fit both the color image and the monochrome image in one signal and that it would use knowledge of the human eye’s low acuity for blue to do so, it was clear they needed a testing regime that could pinpoint the moment of just noticeable difference. By establishing the threshold between satisfactory and marginal television viewing, engineers could determine the bare minimum quantity of information required for inclusion in the signal. This measure, in turn, gave them a way to conserve bandwidth, to figure out how to shoehorn a color signal into the portion of the electromagnetic spectrum allocated to monochrome television. The testing scenario gave them the epistemic authority to make that call. The NTSC in the Garden Once the NTSC decided that still slides would constitute their test materials and that engineers would be their test subjects, they needed to decide how the slides would simulate the future of American broadcasting. In other words, what would they look like? The slides needed to simulate the television signal in two ways: at the level of form (their color, their shapes, their constitution) and the level of content. At the level of form, the images are rather plain. They feature many people, a range of levels and types of shot, and a variety of shapes, textures, and contours. Only four of the images remain in color, and from this small sample, we can see that the test image featured large swaths of basic colors. As the committee requested both average and exceptional images, we can speculate as to which images are meant to be exceptional. One clearly exceptional image was a picture of two boys in swimming trunks, one pulling the other by the hand. The image is titled “Motion” (Figure 3) and was apparently meant to stand in for the lack of moving pictures. The image’s title points us back toward the futility of the exercise and the impossibility of capturing motion in a still slide. As with the discussion of the preference for live performers as test materials, “Motion” marks a fissure in the tests of a medium that, in the early 1950s, was defined by claims to liveness (Spigel 1992, 137–38). The presence of “Motion” reveals a faith that motion can be separated from action and represented through photography, and the remaining task is making sure that action is intelligible. The entire test was predicated on this impossible but necessary separation—a moving image screen technology that could only be calibrated through still images. A number of other test images also evince visual exceptionality. And, like “Motion,” the exceptional images are those that would be difficult for the television system to reproduce. Thus, like many communication engineers of their time, the NTSC enforced a rigid distinction between the content of a transmission and its potential meaning. For Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 32 Television & New Media 17(1) Figure 3. Motion. (Fink and NTSC 1955). Figure 4. Meshes. (Fink and NTSC 1955). instance, a woman shown behind a net (Figure 4) is a mundane close-up of a tennis player, but it is a challenge for a compression standard, because the net could easily introduce blurring and distortion. The same holds true for an image of dark plants against a dark backdrop (Figure 5)—the challenge here was picking up the image with such low contrast. Similarly, difficult images include jewelry (Figure 6) hanging over folds of glossy fabric—an image that indicates both an engineering challenge in how to pick out the fine detail of the jewels against a variegated background and a preoccupation with advertising imagery. The system’s capacity to reproduce these images without encumbering the viewer was a measure of its capacity to manage unpredictable television programming. Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 33 Figure 5. Plants—dark background. (Fink and NTSC 1955). Figure 6. Jewelry. (Fink and NTSC 1955). Here, we see the separation of content and medium most clearly in the testing regime. In “Meshes” for instance, the image is meant to be read not as a woman behind a tennis net but rather as a contrast problem. The issue, of course, is that it is also a picture of a white woman behind a net. This is how racialized, gendered, and normed cultural sensibilities get built into technical standards. Not only are they not named, but the testing process demands that they not be named. Not surprisingly, each new imaging technology replays these gendered and raced norms, for instance, in the Microsoft Kinekt’s initial problems in detecting black skin. For the NTSC, exceptional images tested the limits of the system’s ability to make people and things formally legible. They also tested the system’s ability to differentiate people from things or animals and humans from nonhumans. This distinction was Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 34 Television & New Media 17(1) essential both for the narrative and representational conventions of television—regardless of genre—and also for television’s advertising function, which required the isolation and presentation of objects as desirable commodities. After Friedrich Kittler (1999), we are used to the idea that media apparatuses decompose materials of representation into signals that do not “care” about their content. In test images like those in Figures 4, 5, and 6, we see documents of engineers fighting to manage this technical tendency, to calibrate the machinic to the human, and to encode a humanist and consumerist aesthetic in a technical protocol. If the test images were meant to include examples of both average and exceptional formal properties, it is safe to say that no such concern was extended to their content. Instead, the portrayal of American life on display suggests that the content was meant to be as normative as possible. “Normal” content, we are left to conclude, would allow the engineers to focus their efforts on abnormal forms. The images, in other words, could not accommodate both formal differences and cultural differences, as this would introduce one-too-many variables in testing the television signal. If this is the case, then an analysis of the content of the images reveals what was considered normal subject matter for the future of TV. In general, the NTSC slides portray a narrow band of WASP leisure: children row; teenagers sail; adults also sail, though sometimes they go for a sleigh ride. Just as one woman can stare deeply into the eyes of a goose (“Goose girl”), another can grasp a kitten in a pile of hay (“Kitten girl”), or another can finish off a large crescent of watermelon (“Watermelon girl”). Only two images (“Aviator” and “Boat-ashore pair”) feature a direct address to the camera, while nearly all the images of people are medium-to-long shots. Labor is almost entirely effaced: in two separate images, we see a pair of women picking flowers (“Tulip garden”) and a chauffeur waiting with his horse-drawn carriage (“Southern manse”). Labor might in fact be difficult to portray in these images because electricity is also absent: except for the protruding arm of a propeller (“Aviator”), a lampshade without a lamp (“Lamp shade”), and four isolated dials (“Instruments”), you could confuse the world represented for a pre-electric United States. As such, the images are exemplary of what Michael Schudson once called “the aesthetic of capitalist realism” which, “without a masterplan of purposes— glorifies the pleasures and freedoms of consumer choice in defense of the virtues of private life and material ambitions” (Schudson 1984, 218). The suburban and pastoral sensibility represented in the images fits nicely with clichés we hear about 1950s American culture and television, and they seem to advance arguments that the content of 1950s television was doing a particular kind of ideologically conservative work that promoted both consumerism and the containment of women (Brunsdon, D’Acci, and Spigel 2007). Certainly, it seems that the ideological content of mainstream American television reached back, beneath its programming, into the very test slides and psychophysical studies that were used to form its technical standards. But this form of capitalist realism did not simply reflect a cultural consensus of the time. As Carol Stabile (2011) has argued, the landscape of 1950s television, with all its faux-wholesomeness, was a product of the broadcast blacklist, where writers who had any social vision remotely challenging to a McCarthyite mainstream were Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 35 systematically shut out. The quaint ideological tinge of the NTSC images—while not necessarily themselves shaped by a blacklist—certainly were of the same moment. As Stabile notes (2011, 267), Red Channels: The Report of Communist Influence in Radio and Television was released in 1950 (see also Doherty 2003), a year before the second NTSC got to work and right in the middle of the McCarthyite era. In total, the slides portray thirty-three people (twenty adults and teenagers, thirteen children), along with three kinds of animal (a goose, a kitten, and two horses), and a range of household objects, framed to reflect commercial presentations. Among these objects are close-ups of coasters, jewelry, fishing tackle, a fruit bowl, an advertisement for a lighter, and a pile of pumpkins. There are no radios, or televisions, or paintings; in fact, there are no media artifacts of any kind. Although the work of capitalism is effectively effaced, Eastman Kodak and the NTSC were clearly concerned with guaranteeing the faithful reproduction of ads. Pointing out these aspects of the slides does not imply a call for more representations of toasters and factory workers, or to argue that a picture of a TV ought to be included in the imaginary future of the medium. Rather, it is to argue that technical tests are also modes of representation and that they have political dimensions even when their content may not be the first concern of engineers. During the years of the Second World War and the period immediately after, broadcasters worked to convince advertisers that television could fulfill the same advertising potential of radio (Schwoch 1990; Sewell 2014). In this period, television’s technical capacities were inherently tied to its capacities to represent products and carry advertisers’ messages. In other words, representational concerns were forefront in the minds of television’s architects. This brings us to the most obvious problem: despite being chosen for their demonstration of color, the images are thoroughly, monochromatically white. Not only are these images startlingly alabaster but they also shine conspicuously with the acknowledged burden that they were specifically employed to guarantee the faithful reproduction of white skin tone. This was, at one level, an impossible goal as the number of skin tones covered by the racial fiction of “white” was quite broad even in the 1950s. At the same time, the idea of skin being white was well established in other media and cultural industries, from Crayola’s “flesh” crayon that was in use until 1962 to the composition of film stock (Dyer 1997; Winston 1996). Earlier, monochromatic television productions of the 1930s used special makeup techniques to “keep white men from looking like ‘Uncle Tom’” (Sewell 2014, 133). Standard Hollywood practice at the time involved bouncing additional, reflected light onto African American performers because color film did not easily render black skin. As Brian Winston points out, this was the result of a set of conscious aesthetic decisions that came up with color film and yet again in tests of Kodachrome film that were coterminous with the NTSC. In those tests, color tones for skin were selected for their pleasing character rather than their realism: “Caucasian skin tones are not to be rendered as they are, but rather as they are preferred—a whiter shade of white” (Winston 1996, 41, 43, quote at 56; see also Dyer 1997). As Lorna Roth has shown, both American and European color TV relied on “Shirley” cards that were used for calibration of white skin tone—to the exclusion of Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 36 Television & New Media 17(1) Figure 7. Southern Manse. (Fink and NTSC 1955). all others. Over time, the various “Shirleys” used for white-skin-tone calibration reflected changing standards of skin beauty (Roth 2009, 112–15). The exclusive use of white models in the slides means that interpretations of white skin tone were directly encoded in the color standard—or rather, that the NTSC attempted to write them in. Aside from one slide titled “Southern Manse” (Figure 7), in which the two figures are not legible, the images are staunchly white. This may not be surprising given the era, but decades later, we know that black skin is not well reproduced by NTSC color or by traditional film stock, a theme that has been taken up by both television and film producers in recent years (Hornaday 2013). This simple, “practical” decision had tremendous repercussions on the ability of color television to represent large segments of the population of the United States. Unspoken but clearly central was the articulation of flesh color and the politics of race in the United States in the early 1950s. That the NTSC was calibrating “skin” to aesthetics of whiteness just as the civil rights movement was about to take off in the United States only underscores the political ramifications of this decision. Regardless of the intentions behind them, the design decisions in the NTSC’s test images effectively biased the format toward rendering white people as more lifelike than other races, at least within the codes of televisual realism. The Universal and the Peculiar Often test images are examples of natural phenomena or objects that are meant to stand in for a whole group. The NTSC slides, however, could not be based on “natural phenomena.” Instead, they had to be based on the potential world of American television. Test images constitute a standard set of data—a known quantity—and when Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 37 testing a new image compression and transmission standard, engineers are interested in how that data will be transformed through various kinds of mathematical and physical manipulation. Combined with the criteria of judgment based on whether test subjects find the images pleasurable or annoying, bright or dark, clear or fuzzy, too red or green, test images form a shared toolkit for detecting and registering qualitative differences between different image standards. Test images are an example of what Lorraine Daston and Peter Galison call “working objects.” The business of making scientific investigation commensurable and exchangeable—the work, in other words, of “collective empiricism”—requires a cordoning-off of the “too plentiful and too various” world of “natural objects” (Daston and Galison 2007, 19). Instead, a limited selection of common objects stands in for the larger, unmanageable set, and forms the communal working objects of scientific research. These proxies may be typical specimens, average examples, or exceptional instances. Working objects are an indispensable part of making scientific knowledge sensible and comparable. The NTSC images move between the universal and the particular twice. When the engineers choose and use twenty-seven images as proxies for all of American TV, they imagine a universal set through a defined set of particulars. When the standard is finalized and becomes the basis of a massive communication infrastructure, television engineering reverses the process, universalizing from a small but manageable set of data. The act of sampling from the universe of all possible images requires choices about who or what to represent. The practical politics of standards are divided between two processes: “arriving at categories and standards, and, along the way, deciding what will be visible or invisible within the system” (Bowker and Star 1999, 44). For the NTSC engineers, their categories were limited to the “general subject matter of television” and formally “average” and “exceptional” images. The engineers were quick to request more green images when they needed them. But they exercised a limited view of the cultural context of American life in the 1950s. This process of rendering some things—and people—less visible exemplifies the cultural stakes behind technical standards. Compare this with recent standards for energy consumption in new televisions, for which engineers compiled a ten-minute DVD of the average content of 200 hours of five countries’ viewing habits.1 The montage of “typical broadcast content” was the product of intense negotiation over the test materials. Manufacturers knew that the choice of content would bear greatly on how much energy the TVs used. LCD manufacturers wanted a signal with more white, while plasma TV manufacturers preferred more black: “Neither group of manufacturers wanted to lose the power battle due to a measurement specification that favored one technology over another” (Fairhurst 2009, 474). The DVD was a compromise that resorted to an “average” of current content as its reference point. The contemporary TV engineers were therefore aware of the relationship between the technical and the representational and heavily invested in shaping representational proxies to produce specific technical results. The NTSC exemplifies a prehistory of late-twentieth century attempts by industrial actors—content producers and technology manufacturers—to control standardization Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 38 Television & New Media 17(1) processes. In the case of the NTSC, and the engineering arms of NBC, CBS, and DuMont, the manufacturers and content-makers were frequently one-and-the-same. Because the color NTSC formed against the wishes of the FCC as a private, industrial consortium, and because of the vertical integration of these firms, its choices about how to simulate American television—its presumptions, in other words, of how the audience sees, and what the audience sees—deserve close scrutiny. American color television is a special case in the history of standards. Not only did its standard operate for an inordinately long time—depending on where you live, at least fifty-six years—but it also resulted (albeit acrimoniously) from a coordinated industry effort to gain government approval, a process that was bloodless compared with the format wars of subsequent decades. Despite its extreme dimensions—still pictures for a moving image standard, impossible (for the time) bandwidth restrictions, pastoral content, the outright collapse of content and service provision—the NTSC’s task is in many ways exemplary of the kinds of politics that lie behind the establishment of standards for our most common media formats. When RCA set out to create its 45 rpm single, it settled on the three-minute length through a survey of its back catalogue of songs; Columbia performed a similar calculation with its classical music holdings when deciding on the length of the LP record (Papenburg 2012). Standardized fonts and layouts for print are selected for their reproducibility and with assumptions about the reader and the act of reading (Barnhurst and Nerone 2001). The NTSC’s work has also had an illustrious afterlife. Beyond its own format’s longevity, its basic working assumptions and approach to bandwidth are common for digital images, most of which are also compressed. For instance, a widely cited paper from 1956 (“Some Studies in the Speed of Visual Perception”) by George C. Sziklai used “Southern Manse” as one of its test images. Moreover, the approaches to image compression in formats like JPEG and MPEG directly reference the NTSC’s earlier work, from the application of psychophysics to the composition of test personnel and images (Cubitt 2011; Mackenzie 2008; Sziklai 1956). Beyond the NTSC’s media historical legacy, we can see many of the same issues cropping up in test images today. Test images, along with calibration images, are part of any new image technology and shape new image standards and their capacity for reproduction. Some test images have even formed something of a canon. Below, we see five examples. At least one of these five images is likely to be found in any image processing textbook of the past forty years: the mandrill, Lena, the fishing boat, peppers, and a fingerprint (Figure 8). By far, the most popular picture in image compression, however, is Lena. Lena is torn out of the Playboy centerfold from November 1972, and by some accounts, it was one of the first images digitized for network transmission (Pennebaker and Mitchell 1993; Salomon 2007).2 In the end, it turns out that the politics of test images share some important features with the broader cultural politics of images. The NTSC test images vanished from the history of television because like other test materials and technical images they are dismissed as trifling instruments of a larger technical practice. As such, they appear neither technical enough to merit mention in a history of technology nor conspicuous enough to catch the gaze of visual culture studies. If nothing else, we offer in this Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 39 Figure 8. Five standard test images (clockwise from top-left): Mandrill, Lena, Fishing Boat, Peppers, Fingerprint. article a third option: an investigation of the visual culture of technical practices. Test images become commonplaces that engineers use to compare tests over space and time. Unlike the NTSC, no one mandates the use of most test images, though convention leads to the use of some images more than others, since canonical images can work as a kind of lingua franca. Their canonization in textbooks reinforces engineers’ more informal choices of certain images as touchstones. These images, as well as their placement and framing in technical manuals, carry with them cultural understandings of the purpose of imaging technologies and the content they are meant—or not meant—to convey. Universal aspirations are rooted in particular examples meant to be stand-ins for future content, where the images function as working objects in Daston and Galison’s (2007) terms. Although current engineering practice demands this kind of selection, the subject of the images is political. As a product of the testing situation, the subject of test materials is never neutral. We have offered a prehistory of American color television through the documentary vestiges of the NTSC. Using the Kodak test slides, some in color, some in monochrome, and the advantage of historical perspective, we know that something happened in the development of the color television standard that meant that it failed to consistently reproduce the range of human skin tones—white and nonwhite alike. This failure is a byproduct of the testing regime, combined with the workings of the Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 40 Television & New Media 17(1) technology, the bandwidth allotted for broadcast, and the limitations of both standards bodies and audiences. When we ask how the NTSC could have failed so severely in guaranteeing the faithful reproduction of skin tone—white skin, its goal, and many other skin tones besides—we may want to start with their test materials and test subjects, and work our way up. The engineers were attuned to the shortcomings of the first batch of images with regard to colorimetric values, that is, the need for more green. But in our survey of the NTSC’s remaining documents, we did not find anyone who expressed a concern about the monochromatic skin tones of television’s subjects or offered commentary on the portrayal of a pastoral, consumerist lifestyle in 1951. “No true skin color” might be an amusing and accurate critique of the NTSC’s format. But as a statement about the politics of race, it also signals the inescapable political contradictions faced by all image standards, past and future: there is no true skin color. Acknowledgment The authors would like to thank Vicki Mayer, Sue Murray, Carolyn Kane, Andreas Fickers, Carrie Rentschler, Nancy Baym, Kate Crawford, Tarleton Gillespie, Jessa Lingel, Kate Miltner, Microsoft Research New England, our audience at the Society for Cinema and Media Studies, and two anonymous reviews for support, conversation, and advice as we wrote and revised this article. We would also like to thank the Social Sciences and Humanities Research Council of Canada for its financial support. Authors’ Note The full, official version of this article can be found at http://colortvstandards.net. There, we have constructed a version in scalar (http://scalar.usc./edu) that includes a complete set of images discussed in this article and additional comments on them. It is searchable and printable. We have also maintained the pagination for easy citation of the digital version. We consider the scalar version the official version of the article, and this pdf as a placeholder in the journal’s system. Declaration of Conflicting Interests The authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Funding The authors disclosed receipt of the following financial support for the research, authorship, and/or publication of this article: This study was supported by the Social Sciences and Humanities Research Council of Canada and Microsoft New England. Notes 1. “The project members measured at least forty hours of typical broadcast content, including a variety of genres from a variety of broadcast stations in Australia, Japan, the Netherlands, the United Kingdom, and the United States” (Commonwealth of Australia 2008, 30). 2. These are two key volumes: one the JPEG handbook and the other a data compression textbook. 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Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 Mulvin and Sterne 43 Author Biographies Dylan Mulvin is a PhD candidate at McGill University. His dissertation is titled Reference Materials: The People, Places, and Things of Making Measurements. He has published on the histories of video and television. Jonathan Sterne teaches in the Department of Art History and Communication Studies at McGill University. He is author of MP3: The Meaning of a Format, The Audible Past, and over fifty articles. His website can be visited at http://sterneworks.org. Downloaded from tvn.sagepub.com at SHIH HSIN UNIV LIBRARY on December 18, 2015 566285 research-article2015 TVNXXX10.1177/1527476414566285Television & New MediaHughes Special Section: Sociotechnical Perspectives Record/Film/Book/ Interactive TV: EVR as a Threshold Format Television & New Media 2016, Vol. 17(1) 44–61 © The Author(s) 2015 Reprints and permissions: sagepub.com/journalsPermissions.nav DOI: 10.1177/1527476414566285 tvn.sagepub.com Kit Hughes1 Abstract Although home video scholars often position the EVR (CBS’s Electronic Video Recording) as a failure, I argue that it is best understood as a threshold format that articulated new possibilities for television by linking it to existing but divergent technologies and practices: the phonograph, film cartridges, print, and interactivity. As developed through original document research built from the Motorola archives, newspapers, biographies, promotional materials, and a range of trade journals, I show how the EVR contributed to ongoing negotiations over the meaning of television and demonstrate the value of threshold format as an analytic lens attuned to formats that boast little or no material existence but which occupy pivotal positions within ongoing experiments into how “old” technologies can be refigured to offer new possibilities and opportunities. Whereas successfully standardized formats tend to obscure the possibilities that came before them, attending to threshold formats redirects our attention to forgotten ambitions and potentials. Keywords Electronic Video Recording (EVR), failure, video, useful media, new media history, history of technology, format theory Designed by President of CBS Laboratories Peter Goldmark in 1960 as “a visual counterpart of sound reproduction from a long-playing record,” the EVR (Electronic Video Recording) used a cartridge to play sound and image embedded on a thin strip of film on “any home television set” (CBS Electronic Video Recording c1970; Goldmark 1University of Wisconsin–Madison, USA Corresponding Author: Kit Hughes, University of Wisconsin–Madison, Department of Communication Arts, 821 University Ave., Madison, WI 53706, USA. Email: [email protected] from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 Downloaded Downloaded from http://www.elearnica.ir 45 Hughes 1970, 22).1 Or, it was supposed to. After eleven years of lurching development, two CBS funding rejections, the dissolution of four potential funding and manufacturing partnerships, a cartridge duplication plant beset with mechanical and staffing difficulties, two years of release date push-backs, and only eleven months on the market, CBS abandoned the EVR and its stake in the rapidly intensifying race to invent a smallformat video player for home and institutional use in 1971. Promised longer than it was produced, the EVR had the staying power of a corpse flower bloom. Despite the EVR’s premature obsolescence, it offers valuable insight into the utility of what Jonathan Sterne terms format theory—his call to “focus on the stuff beneath, beyond, and behind the boxes our media come in” and “ask after the changing formations of media, the contexts of their reception, the conjunctures that shaped their sensual characteristics, and the institutional politics in which they were enmeshed” (Sterne 2012, 11). As Sterne suggests, “if they have enough depth, breadth and reach, some formats may offer completely different inroads into media history and may well show us subterranean connections among media that we previously thought separate” (Sterne 2012, 17). I argue that the EVR is one such format. Most significantly, the EVR demonstrates the importance of examining what I call threshold formats: those formats that never reached saturation or even standardization but which occupy pivotal positions within (material and discursive) experiments into how “old” technologies can be refigured to offer new possibilities and opportunities. Drawing from original document research built from the Motorola archives, newspapers, biographies, EVR promotional materials, and a wide range of trade journals in the fields of electronics, engineering, industrial media production, education, medicine, computing, and journalism, I show how, as a threshold format, the EVR contributed to negotiations over the meaning of television by linking it to existing but divergent technologies and practices: the phonograph, film cartridges, print, and interactivity. For the purposes of this article, I consider a format to be a particular technological iteration of a medium described both by its material form and the protocols by which it operates, with “protocols” referring to the “vast clutter of normative rules and default conditions” that shape the operation of a technology and, in doing so, “express a huge variety of social, economic, and material relationships” (Gitelman 2006, 7; Sterne 2012, 8). Via their protocols and material form, formats preserve social relations and organize new ones. PDFs, for example, maintained printed documents’ distinctions between author and reader by prohibiting textual alteration while simultaneously shifting office paperwork responsibilities (reproduction and distribution) from clerical workers to document producers (Gitelman 2014, 117, 127, 130). Furthermore, and as we will see in the case of the EVR, in their difference and multitude prior to standardization, formats attest to the contingent relationships between media form (telephony) and technology (telephone). Whereas successfully standardized formats tend to obscure the possibilities that came before them, attending to threshold formats redirects our attention to forgotten ambitions and potentials. Like the thin sill of a doorway, threshold formats are connective (between old/now/ new), and they are passed over quickly in the movement from one set of technological possibilities (and different social, cultural, political, and economic arrangements) to Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 46 Television & New Media 17(1) another. Although we might hesitate in a doorway, we do not dwell there. Furthermore, thresholds boast scant physical existence, gesturing more toward possibility than materiality; forever occupying the status of “just-about-to-be-ness,” threshold formats also contribute to discourses surrounding permanently promised, never realized technologies that powerfully shape cultural understandings of possible (and desired) futures. Threshold formats are both transitory and transitional. Thinking through threshold formats in this way activates concerns in social construction of technology (SCOT) and new media studies regarding the complexities of technological emergence and persistence. Transitory formats guide researcher attention to short-lived, low visibility, and easily forgotten formats that may live most—or all—of their lives exclusively in a “paper world” where their material reality is confined to the prognostications and publications of (potential) users (Latour 1987, 253). Transitory formats never reach dominance, moving instead from a period of emergence to residuality. Although they may continue to manifest as “an effective element of the present” open for oppositional appropriation (Williams 1977, 122), these opportunities are limited by the emergent reach of a given format; the intensely short-lived EVR, for example, entertains little hope for such resurrection. Persisting, when at all, in scattered traces and stubborn residue, transitional formats demand we ask after the flickering lifespan of newness, the exigencies of forgetting, and the methodological difficulties and utility of renewing these disappearing acts. Understanding a format as transitional means pushing beyond the acknowledgment that technologies are always in transition to determine how new technologies make their newness legible at the same time they build continuities with older technologies. Scholarly attention to change has charted transitional logics via complementary and occasionally overlapping media “cycles” defined by the diffusion of innovations within a social system (Rogers 2003), shifting understandings and uses of particular media as they move through different cultural strata (Williams 1977), the transformation of media systems from open to closed (Wu 2010), and technologies’ passage through a series of phases from invention and innovation to regulation and mainstreaming (Peters 2009). The threshold lens elongates moments toward the beginning or even prior to the start of these cycles when a format’s status as “new” is still in flux. As the newness of a medium is not automatic, but socially and culturally established through comparisons with existing media (Sterne 2007, 18), focusing on these moments provides an opportunity to trace the continuities just as much as the ruptures that enable “new” to emerge from “old plus” (Peters 2009, 18). The terminology of transitional also builds on notions of “interpretive flexibility” to emphasize the mobility of threshold formats as they become appropriated by different user groups embedded within different spaces and acknowledge the varying levels of access and intervening power held by a range of intermediaries for a technology that permanently resists “closure” (Pinch and Bijker 1984). In the case of the EVR, convergent thinking defines this particular moment as varied groups experimented with the EVR’s capabilities as a multi-function appendage to the home set while working to establish the EVR’s newness through its difference from “television.” Although remediation is certainly a characteristic of this process of becoming Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 47 Hughes new while acknowledging previous forms, the broad sweep of remediation—“all mediation” (Bolter and Gruisin 2000, 55)—dulls the concept’s usefulness. As a subset of remediation (Canavilhas 2012, 9), convergence is far more useful for tracing continuities amid newness due to its emphasis on hybridity and its processorial nature (Jenkins 2006). Dreams of multiply hybrid television—in terms of its technology, economics, social and cultural practices, regulation, and texts—structured discourses both promoting and domesticating the novelty of the EVR; hybridity provides the tension that throws “now/ old” technologies in relief and makes newness legible. This emphasis on continuity as a key principle of newness works against what Charles Acland (2007, xix) calls “the reigning myth of new media,” which obscures varied technological temporalities and historical experience in its focus on the radically disruptive potential of the new. Given the EVR’s inability to achieve standardization, this study is sympathetic to work on “failures and false starts” that has invigorated our histories by turning attention to understudied and wholly forgotten machines, practices, and user groups (Douglas 2010, 294). Estimates put the final tally of EVR cassettes produced in the hundreds—an impressive inadequacy for a system that “in essence” was developed for “the production of copies in reasonable or large quantities” (Lardner 1987, 78; McLean and Rogers 1971, 249). However, leaning too much on the language of failure given the EVR’s inability to manifest machines or money obscures its productivity in other cultural and ideological spheres and reinforces a conventional success/failure binary. This critical stance toward “failure,” taken up fruitfully in SCOT and new media studies, reveals new understandings about the processes by which technologies come to be meaningful, works against historical progress tropes, and showcases how attending to failed technologies’ “inseparable relations to surviving systems” elucidates the power embedded in persisting forms (Gitelman and Pingree 2003). Research has shown how failure—like success—is the highly contingent result of struggles among varied actors negotiating complex social, economic, material, ideological, and political conditions (Lipartito 2003, 54–58) and how negotiations over and discourses surrounding failed technologies close avenues of investigation and exert pressure on ongoing processes of technological development (Lipartito 2003; McCray 2001, 291). Failure thus opens new avenues of research into the margins of media history while deepening our understanding of history at the center. Threshold formats allows us to follow this trajectory set out by scholars of failure while firmly insisting on the unique productivity of transitory and transitional formats. Although Goldmark began development of the EVR in 1960, it was only in 1967 that CBS intimated serious plans to market the machine to the public with the formation of the EVR partnership, an international consortium that included British chemistry powerhouse Imperial Chemical Industries, Swiss pharmaceutical firm CIBA, and their shared subsidiary Ilford Ltd., which made a silver halide film suited to EVR cartridges. Motorola signed on as the exclusive U.S. manufacturer of the machine in 1968 and after a host of difficulties and two years of delays, the EVR was made selectively available to industrial and educational users in February 1971 for $795 (roughly $4,675 in 2014), a cost almost three times CBS’s early estimates (Business Screen 1967a).2 That December, following heavy losses for the year, CBS announced it would Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 48 Television & New Media 17(1) be pulling out of the partnership and relinquishing all stakes in the EVR with the exception of patent royalties and limited content production (The Wall Street Journal 1971). Although Motorola pursued its stake in the machine and its software through 1972 and the EVR partnership managed the manufacture and distribution of the device for several more years, particularly in Europe and Japan, CBS’s withdraw signaled death for the EVR as a viable international format. As the first video player to market, the EVR traded on a host of affordances articulated to the potential of video players—watching on the home set, collecting and exchanging media commodities, and the programmability of television. While others used tape, lasers, and holograms, the EVR cartridge contained a 750-foot spool of miniaturized 8.75-millimeter black and white film split down the middle into two separate tracks. In color cartridges, one track held the black and white image while the second held information that translated the monochrome image to color, leading to a run time of twenty-five minutes. For black and white cartridges, both tracks could be used for content, resulting in a fifty-minute run time. Although its film base meant that it had no recording capabilities, it provided the EVR with two unique features. First, each of the 180,000 frames per reel could be programmed independently with still images or text, giving the EVR an unparalleled storage capacity for non-moving image content. Second, the dual tracks of the EVR film could be programmed together, and users could switch between the two as desired, allowing for rudimentary interactivity. These capabilities have been routinely ignored by histories of home video interested only in the affordances of the victors, yet they are central to understanding continuities in the EVR’s emergence. The following sections are arranged to highlight four major avenues of development open to television amid discussions of the potential of the EVR. To emphasize the value of threshold formats, each section traces the material forms and protocols that mark the EVR’s continuities with a given technology, setting these in relation to divergences resulting from the combination of these “not yet televisual” affordances and practices with television as it was popularly constructed between 1960 and 1972. Given media and video studies’ emphasis on entertainment, only one of these paths— the use of the EVR in the home as a corollary to the long-playing record (LP)—has been treated with serious scholarly attention. Even then, the EVR and its early smallformat video cartridge brethren function narratively as mere foreshadowing for the successful penetration of video cassettes in the home (Lardner 1987; Newman 2014; Wasser 2002). In contrast, tracing the EVR’s properties as a threshold format replete with its own particular meanings and possibilities—rather than a failed version of something that persisted longer—reveals a diversity of ideas and practices articulated to television that become overshadowed by such teleological historiographies. EVR as a Phonograph The most readily available technology used to domesticate the newness of the EVR was the LP. Suggested by Goldmark, CBS, and Motorola in promotional materials, the construction of the EVR as a “video phonograph” is also taken up in early popular and Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 49 Hughes trade press. In addition to describing the system’s form and basic mechanics—a thin, disc-shaped cartridge pierced in the middle that slips onto a spindle for playback— correspondences drawn between records and EVR cartridges invoked notions of ondemand programming curated by the individual viewer, media commodity collecting, and user friendliness (Business Screen 1969a; Galton 1970; Goldmark 1970, 22; Gould 1968, 1970a; Rohrbach 1967; C. Smith 1970; Time 1970; MSLAC–Promotional and Advertising Materials [MSLAC-PA]).3 Not coincidently, the invention of the LP was one of Goldmark’s signal achievements during his tenure with CBS; the association of the EVR with a technology that already won a costly format war enabled CBS to make implicit claims about its power to win standardization for its products. The most significant implications of the convergence between the EVR and phonograph, however, emerged from how the association imagined the EVR’s ideal users: home audiences. One of the primary groups to exploit this relationship was an assemblage of cultural critics who acted as powerful intermediaries in shaping the meaning of early video technologies in the home (Dawson 2007). Rallying against what they perceived as the “TV problem”—low-quality content harming children, benumbing adults, and ruining tastes—critics for outlets such as the New York Times and the Saturday Review hailed home video as a solution to broadcast television’s “vast wasteland” (Dawson 2007, 526, 531, 542). By emphasizing users’ abilities to make software choices that shored up middle and upper class tastes, critics suggested that video could improve television’s (and broadcasting’s) programming shortcomings—insofar as they were understood by self-styled cultural authorities and “elite” consumers (Dawson 2007, 524, 526). Promotional and trade publications pursued a wider range of potential home uses and users. In particular, “home study”—as direct skilling (teaching a child to read, cooking with Julia Child, bettering a golf swing, and employee training)—invoked enterprising women and workers as significant users of the machine (Brockway 1971; Business Screen 1969a; Hall 1970; O’Dwyer 1970; Time 1970; MSLAC-PA). In addition to the high degree of selectivity offered by cartridges compared with broadcasts, the ability to play a program at one’s convenience meant users, from homemakers to third-shift workers, could fit their learning and entertainment into their work–leisure patterns. Building on the established flexibility of the LP as a domestic technology, these negotiations over the EVR suggest that its users could watch “whatever whenever” years before Sony made this a cornerstone of its Betamax promotion. While cultural critics and content producers concerned themselves with what people would watch on the EVR, others were interested in how they would pay for it—and what this meant for other home entertainment. Again, the LP discursively structured the possibilities open to the EVR. Building on CBS’s activities in the music industry, one reviewer suggested that the company could “create, produce and distribute video cassettes the way it now turns out phonograph records and audio cassettes.” Likewise, the public could purchase and collect cartridges just as they do other media commodities—from houseware stores, supermarkets, and music shops (Field 1970). Associations with the LP also influenced how different parties promoted the sale and exchange of Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 50 Television & New Media 17(1) cassettes. While critic Jack Gould included the EVR’s lack of commercials in his list of its advantageous LP-like qualities—emphasizing the value of purchasing media outright—he and others also used the LP as a theoretical case study to test the waters for EVR rental (Gould 1970a, 75, 1970b; Isenberg 1970). These possibilities, however, existed in tension with CBS’s promotions of the EVR as a “multi-million dollar advertising medium” that situated the device within more traditional U.S. television funding models (Field 1970; O’Dwyer 1970; Brockway quoted in O’Dwyer 1970). Given the high (and rising) price of cartridges for purchase, rental and ad subsidy models became grounds for negotiating the EVR’s identity as a media commodity in relation to the LP. CBS used this same relationship to temper the EVR’s threat to its broadcast operations by situating the EVR as an “additive” to broadcast that could function “just as record players complemented radio” (Time 1968). While the EVR shared some material features with the LP, the way different users developed the continuities between the two devices made the EVR legible as a new domestic technology that could support critics’ legitimation efforts, reshape audiences, lead to new commodity forms, and accommodate broadcasting. These same efforts considered the ideal form of EVR programming and exhibition, including its place in the home. However, the development of the EVR as a domestic entertainment technology was not uncontroversial within CBS. According to Goldmark, Paley issued directives to leave “home” alone and focus instead entirely on industrial and educational applications (Goldmark 1973, 181). Furthermore, Motorola believed that the consumer market would not develop until the late 1970s and understood the primary market for the EVR as “definitely non-consumer”—precisely along the lines of its current operations (hospital, public safety, hotels, schools, business, and government). These users—quite possibly the only groups to ever purchase, program, and use the device— became critical to its development and financing. However, as scholars discuss the EVR as a failed version of the home VHS (Video Home System), they have been ignored. Turning to these other sectors opens a broader range of technological, practical, and discursive continuities than has henceforth been identified in histories of video or the EVR. EVR as a Film Cartridge Despite the public association of the EVR with the LP, CBS’s machine bore an even closer resemblance to 8 mm and Super 8 film cartridges in use a decade before the EVR hit the market. Introduced by Technicolor in 1961, film cartridges stored about five minutes of silent film—increasing to thirty minutes of sound film by 1970—that played back on a specialized rear-projection screen machine the size of a television. In addition to the film cartridge’s uncanny ability to deliver what the EVR promised— self-contained, portable software played on a televisual device—the two systems both used film. A late Kodak model drew even closer to the already-defunct EVR by playing Super 8 cartridges on television (Business Screen 1973). Despite their mechanical similarities, however, the most important continuities between the technologies lie in the institutions that used them. Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 51 Hughes Unlike the LP, film cartridges never found success as a domestic technology. Instead, their biggest users were business, industry, and education—the same groups that sustained EVR sales. The EVR’s institutional appeal was strategically bolstered by CBS’s partnership with Motorola, whose activities in the hospital, hotel, public safety, and educational fields, as well as consumer television, enabled it to straddle both markets (Business Screen 1969b). CBS and Motorola offered institutions a highpriced “industrial-educational unit of ‘ruggedized’ design” to recoup research and development costs until mass production halved the cost for consumers (Business Screen 1969b). This also provided CBS with valuable “test cases” in user evaluation and marketing while transforming institutional users into important intermediaries shaping the EVR’s potential. While critics fashioned the EVR as an audiovisual LP, their counterparts in schools and workplaces fit the EVR to the established media practices within those spaces. For these users, the 8 mm film cartridge helped set the conditions by which the EVR could be imagined as a communications technology. A forgotten technology, small-gauge film cartridges supported the development of new content production and pedagogical strategies, flexible exhibition practices, and the ongoing refinement of media audiences. Introduced to users primarily working with 16 mm film, marketers distinguished the newness of film cartridges through their portability (fits in a briefcase!), ease of use (no threading; so simple a child can use it!), and specialized audiences (even individual users!; Business Screen 1962a, 1962b, 1967b, 1972). Of course, these same arguments supported earlier and ongoing constructions of 16 mm as a flexible, modular technology suited to a range of audiences, locations, and communication needs (Waller 2011; Wasson 2013). Film cartridges, however, intensified these discourses and contributed new protocols and material forms to cinema’s heterogeneous technologies and practices. The small size of the screen and its ability to display in lit conditions meant film could be projected anywhere immediately without extensive set-up—atop a prospect’s desk, in a classroom corner, or on a department store shelf—wherever its messages would be most effective according to sales and pedagogical theories (Palmer 1971, 26). The short length of the cartridge was hailed for offering greater freedom in scheduling audiovisual programs, as it could be easily tucked into larger presentations or shown at precise moments of the school or work day. Manufacturers and users imbricated this cluster of anytimeanywhere-anyone affordances in two larger promises of the film cartridge’s capabilities: expansion and efficiency. The EVR built directly on these promises and concerns. The EVR’s claims to enabling institutional expansion by facilitating the management of geographically dispersed people built on three elements of access: cost, user friendliness, and exhibition outlets. CBS both ignored film cartridges and plagiarized their argument regarding price by comparing its device with more expensive 16 mm and video formats, positioning the EVR as the “economical” solution to mass duplication needs (Brockway 1971, 28; Business Screen 1971). CBS also emphasized its machine’s simple interface, automatic threading, and easy installation to appeal to educators facing another novel technology and a corporate communications sector increasingly transferring employee training responsibilities to workers. Likewise, Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 52 Television & New Media 17(1) CBS promoted the expansive reach of the EVR by emphasizing its portability through features such as the player’s size, built-in handle, and—importantly, the affordance film cartridges lacked—its ubiquitous exhibition outlets (“any conventional television receiver, regardless of its location”; Brockway 1971; Business Screen 1969a, 1971; Palmer 1971). This emphasis on convenience and ubiquity built on film cartridge practices that established the value of expansive communication and information programs using an “almost always accessible” model—or as a Motorola brochure explains, “whatever you want, whenever you want it”—wherein no space lacked access to corporate communication or educational content (MSLAC-PA). Notions of efficiency based on temporal flexibility also tied the EVR to film cartridges. Both technologies emphasized quick setup, which freed users from time-consuming preparations prescribed by 16 mm film projection: extra screens, a darkened room, a sizable audience, and an expert projector (CBS Electronic Video Recording c1970; Palmer 1971). Media could thus be inserted more precisely and more often within the rhythms of work and learning. In a passage that could have been lifted wholesale from a film cartridge press release, a review of the EVR proclaims, With EVR, the teacher might integrate educational films more effectively into the smooth flow of his classwork. He could preview and choose. He could stop the program for comment for general discussion. He could schedule lessons at his own discretion (Business Screen 1969a). Such flexibility also supported individualized use; cartridges were hailed as a new pedagogical tool that allowed students—whether children studying music or workers learning welding—to learn at their own pace, releasing the instructor to attend to other responsibilities (Happé 1965, 7; Moore 1971, 58). This emphasis on maximizing efficiency returns in the discussion of the EVR’s potential for “home study,” allowing workers to learn both at their own pace and on their own time (Business Screen 1969a; Gale 1971; Gould 1970c). Combined, these affordances of efficiency and expansion constructed the EVR to echo the film cartridge’s capabilities as a highly flexible, adaptable technology that could well serve industrial and educational users’ shifting understandings of their ideal audiences. Although CBS and Motorola made only a handful of programming arrangements over the course of the EVR’s short life, these agreements consistently targeted highly specialized audiences familiar with film cartridges. The EVR’s marquee deal was an agreement with the Equitable Life Assurance Society for 1,200 players and software for in-house training and communications as well as home study and entertainment for agents and their families. More targeted audiences followed, with content that included diagnosis films for neurosurgery interns, IBM communiqués with minority groups, and “Arresting TV,” recruitment, training, and community relations films for police (Billboard 1971; Gould 1970a, 75; MSLAC–News Releases [MSLAC-NR]). In laying out his plans for EVR programming development, EVR President Robert Brockway drew from traditional broadcasting practices by taking up the language of connectivity—“special purpose networks on a vast scope”—to describe his vision Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 53 Hughes for a communications system targeting geographically dispersed (but highly specific) audiences. His imagined “networks” ranged from consumer service to government communication and included others in between: travel, training, finances, and executive recruitment (Billboard 1970a). While the development of small, homogeneous, and strategically important audiences was common to film cartridges before the EVR, the practice also increasingly defined broadcasters’ attempts to capture the attention of smaller, more lucrative elite audiences in the 1970s (Dawson 2007, 538). However, although the EVR might claim relation with broadcasting vis-à-vis the scale of network reach and connectivity, the machine’s claims to institutional efficiency and expansion rested on far more expert narrowcasting enabled by cartridge technologies. Although their kinship was not promoted like the EVR’s association with the LP— doubtless to avoid giving their most direct competitor press—the film cartridge was the EVR’s closest relative, passing on its genes via shared protocols and material design. The EVR, however, established its newness and distinguished itself from film cartridges through its televisuality. On the one hand, EVR ads suggest that the associations people hold with television as popular entertainment make it more effective as a teaching and communications medium. “More personal than 16 mm film,” the EVR “holds the attention and interest” of viewers by exploiting the “inherent fascination” young people have in television; put otherwise, “people like to watch television . . . your salesmen might bring in extra business if they spent more time watching TV” (Business Screen 1970). On the other hand, when the EVR sought a leader position amid an already messy format war between film cartridges and a similarly crowded video market on the horizon, Brockway used CBS’s deal with 20th Century Fox for 1,500 feature films duplicated on the EVR for home rental as his trump card; the EVR’s dual capacity as an industrial and consumer technology reinforced its potential as an already omnipresent communications juggernaut. These twined facets of the EVR, its ability to mimic film cartridges’ controlled management of content and audiences while remaining televisual in its intimacy and scale, proposed a point-to-point version of television as a precise communications instrument for education, work, and sales sustained by affective efficacy. EVR as Print One of the more radical capabilities of the EVR developed convergences with the oldest form of mediated communication. Although commenters likened the EVR to “published TV” and books “in the form of moving pictures” to make sense of the difference between video’s re-record capabilities and the EVR’s software ambitions, the CBS device also contained the unique capability to store traditional print information—a lot of it (Canby 1970, 32; Knoll 1972, 10). Unlike existing video, which lacked pausing capabilities, and traditional film stock, which burns if stuck in a projector gate, the EVR’s still-frame capacity for microfilm-like storage allowed users to hold on any one of its reel’s 180,000 frames as long as desired. Just as one might return to an earlier chapter, skip a section, or use an index, users could use rapid reverse, fast forward, and track switching controls to “seek out” information stored on any one of the cartridge’s Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 54 Television & New Media 17(1) numbered frames. A crawl mechanism allowed users to move frame by frame—or page by page—through the entire cartridge. The content suggested to best exploit such affordances included books, diagrams, equations, blackboard charts, and illustrations that could either be interspersed with moving images or fill an entire cartridge (Gould 1968, 38; Wren-Lewis 1968, 46). Although the EVR’s ability to store diverse materials impressed institutional onlookers, it was the “almost limitless” magnitude of these capabilities—over five hundred books on a single 7-inch cartridge, for example—that led to predictions that it would dramatically affect traditional print repositories and filing systems (Canby 1970, 31; C. Smith 1970, 27). The print-television hybrid mirrored CBS’s corporate strategies. During the EVR’s development, the communications giant was strategically acquiring diverse holdings in education and information fields. In 1967, CBS purchased Holt, Rinehart & Winston, an educational firm that netted $70 million annually through its publication of textbooks, novels, nonfiction, periodicals, and handbooks. By 1968, the conglomerate’s CBS/Holt group also included two film companies creating educational audiovisuals and the CBS Learning Center, which “researched methods for educational application of CBS products and services” (Barron’s National Business and Financial Weekly 1968). Combined with CBS’s Broadcasting, Film, and Columbia (music) Groups, these holdings provided CBS with “deep resources” for EVR programming (Rosenblatt 1971). Indeed, one of the earliest publishing deals for the EVR was signed by the CBS-owned W.B. Saunders Company, a publisher of medical books, correspondence courses, and audiovisual aids (Canby 1970, 31; Goldmark 1973, 172). CBS’s own holdings, however, comprised a fraction of the print materials destined for the EVR. Other interests experimented with television’s “print” possibilities, most regarding the EVR as a moving-image supplement to traditional titles. Popular Science Publishing, for example, developed series based on content in Popular Science and Outdoor Life (Billboard 1970b). The New York Times likewise envisioned programming for the EVR—beginning with a series for schoolchildren—as a means to expand the reach of their “informational resources” to a variety of consumers, from librarians to business professionals (New York Times 1968). Not all projects were based on preexisting properties; the Computer TeleJournal “magazine” planned to feature “articles” on data processing for closed-circuit television screenings at relevant plants. Although little besides vocabulary ties the TeleJournal to print forms, its advertisingsupported revenue plan recalls the already hybrid magazine sponsorship model made famous by NBC’s Today (The Wall Street Journal 1969). While these intersections between the EVR and print played with the content, form, and ideal audiences of television, others imagined more ambitious uses for text-based cartridges. Goldmark’s promotion of the EVR as a content storage system crystallized in his plans for a massive (but unexplained) video reference book called Knowledge EVR (Goldmark 1973, 201). Others likewise pointed to the economy of a system that could make the entire Encyclopaedia Britannica available on a single cartridge for less than $15 or suggested the educational benefits of reading a book on the home TV (DeMott 1971, 40; Gould 1968, 38). Pursuing the logical conclusion of the EVR’s substantial and relatively inexpensive storage capacity, Goldmark predicted “great Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 55 Hughes libraries of special film containing much of the world’s information . . . available across the country” (Goldmark, quoted in Rubinstein 1976). The EVR—and by extension, television—was not only a new venue for traditional publishing interests, it was an entirely new way of storing, distributing, and exhibiting printed materials. When Goldmark proposes that the EVR is “the greatest communication revolution since the book,” his enthusiasm of the novel nevertheless invokes continuities—on the level of content, industrial organization, economic models, audiences, and affective meanings—with domestic entertainment television and broader information, publication, and content storage systems used across leisure and labor contexts (Goldmark quoted in DeMott 1971, 40). The publishing industry made a logical ally for an increasingly non-discriminatory outlet for content boasting significant storage capacity that desperately needed content (that did not compete with broadcast holdings). Furthermore, the target markets already developed within the print world translated nicely to CBS’s pursuit of increasingly specialized audiences. Despite this emphasis on print, however, CBS classified the EVR within the cutting-edge research of the CBS/Comtec Group responsible for “developing and applying communications technology in education, industry and the home” (The Wall Street Journal 1967). Often invested in supporting what participants referred to as the “knowledge industry,” these efforts frequently played with emerging and not-quite-possible technologies, searching for new avenues for interactive and interconnected communications (Jones 2000, 80R4). EVR as Interactivity Unlike the three previous continuity lenses, “interactivity” is not a specific medium so much as it is a cluster of technological affordances articulated to a variety of media that concern some sort of reciprocal engagement either with or through a particular device. Presaging 1990s’ masculinist discourses recuperating the “feminine” passivity of television through virtual reality (Boddy 2004, 69–70), EVR’s promise of “a new age, that of manipulable television, TV under the viewer’s direct personal control,” led to prognostications that ranged from the individual’s customization of content to democratic participation (Canby 1970, 31, emphasis in original). These conceptions, however, relied on different technological underpinnings. Customization was based in time shifting and alternative programming enabled by uncoupling television from broadcasting while the dual-track capabilities of EVR cartridges led others to promote its “infinite possibilities for visual instruction” wherein programs split complementary information, for example, questions and answers, between tracks (C. Smith 1970; Yarborough 1971). Alongside pause, rewind, fast forward, and random access, the EVR as an interactive teaching machine promised users greater “involvement” in their media, considered crucial for improved learning (Yarborough 1971). In addition to serving as a home entertainment technology, a skilling machine, and a rather bulky e-reader all on its own, the EVR was pulled into persistent cultural fantasies (Jenkins 2006, 16) concerning Frankensteinian black box technologies that cobbled together existing machines—in the EVR’s case, display monitor, keyboard, video, picturephone, cable hookup, TV antenna, online processing capabilities, and Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 56 Television & New Media 17(1) even a printing function—to create an “all-purpose home communication terminal” offering “all the information services ever envisioned”: electronic paper and mail delivery, information banks filled with all varieties of content, two-way communication, video playback, computer-aided instruction systems, online information processing and management, and, of course, advertising (Martin 1977, 4–8; O’Connell et al. 1969, 37; Parker 1974, 4). In these and less totalizing visions of interactive technologies that paired the EVR with a couple devices, the EVR functioned primarily as a mechanism for storage and retrieval, sometimes—TV monitor assumed—supplying the “terminal.” Despite its prominent associations with cable—understood as a twoway communication technology—the EVR operated chiefly as a “library” that users could sample at will whether they owned a player or not (Gould 1970c, 21; Isenberg 1970). This mode of “interactivity” offered an intensified version of the customization hailed by television’s critics—one that capitalized on EVR’s capacity to manage print—by sketching out a technology that allowed users to access any published content at the moment desired. This hyper-individualized “interactivity” with all-purpose information machines translated to interactivity with larger social systems when their two-way affordances enabled content sharing and communication among users. The EVR—incorrectly categorized under videotape—appeared in plans for Instructional Television Systems (ITS) as a medium of “delayed instruction” delivered to off-campus students and supplemented by “talk back” sessions during a faculty member’s office hours (Martin-Vegue et al. 1971, 947–48). More extensive plans envisioned the EVR as part of a democratic information resource—a “public information utility”—that could store massive quantities of information “at public expense in the public interest” and would “guarantee to every citizen the right of access to both the sending and receiving ends of a major medium of public communication” (Parker 1974, 4). The most radical plans for the EVR’s role as a technology of social connection saw it as a means to overcome geographical distances between people and maintain or reshape the spread of populations (O’Connell et al. 1969, 33–34; C. Smith 1970, 27). These possibilities are most clearly identified by Goldmark in his New Rural Society (NRS) project, the HUD-financed program of research and development he followed (potentially during and) directly after EVR’s “failure.” Although the EVR preceded NRS in its execution, the latter plan—the “culmination of a life’s work”—incorporated EVR-like technologies to pursue goals Goldmark entertained since 1968 (Goldmark 1973; W. D. Smith 1972). Using sound and video recording, satellites, cable, “faxmail,” educational broadcasts, and other experimental technologies, Goldmark hoped to solve urban overpopulation problems by transforming resource-poor rural areas into desirable living communities through technologies that attract businesses and make high-quality medical services and education at a distance possible. A radical intensification of EVR’s interactive black box logics and its distributive potential, NRS believed technologies could (re)distribute people. Imagining EVR’s interactivity as part of larger communication systems sought radical transformations of television’s informational and social connectivity capabilities. While on a broad scale, the marriage between the EVR, computing, and cable shaped television into a vital instrument for education, business, medicine, Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 57 Hughes and citizenship, for individual users, such black box systems promised a new way of managing and accessing information as well as communicating with others. As part of a new communications center for business and the home, discourses surrounding the EVR presaged both home computing and the Internet—quite the feat for an unsuccessful home video format. EVR as TV Reflecting on its failure, Ellis Rubinstein, the editor of IEEE Spectrum, suggested that “EVR was a radically new technology—too new, in a sense, for everyone involved with the project” (Rubinstein 1976, 96). More than a singular failure of home entertainment technologies, the EVR is a spectacular series of failures that touched on a variety of aspirations regarding the possibilities of electronic communications held by a range of intermediaries occupying different sectors. By focusing on the EVR as a threshold format, rather than a failure, we can use an analysis focused on continuity and divergence to better account for how the EVR occupied a transitional position along several different avenues of technological development. Doing so reveals that the EVR was not so new as its proponents suggested. Following Jonathan’s Sterne’s suggestion to trace the histories of “possibilities” (Sterne 2003, 2), we can pursue these strands—the EVR as a phonograph, film cartridge, print, and interactivity—to locate how different sectors undertaking what appear to be far-removed communications projects were all engaged in laying out new possibilities for television by experimenting with other technologies, content forms, exhibition practices, audience formations, uses, alternative temporalities, and information management functions. While other case studies are needed, attending to threshold formats may well be one strategy for better understanding the underexplored role that non-entertainment industries and institutions (hospitals, hotels, business, government, education) hold in the development of emergent technologies and media practices. The convergent thinking that defined the EVR’s newness alongside its claims on older technologies reveals little about how user cultures used the device, but much regarding how these intermediaries were engaged in efforts to produce the conditions for certain kinds of convergent media practices that break down distinctions between work, learning, and leisure demanded by reigning industrial and educational interests and the emerging “knowledge industry.” This short-lived process both reflects long-standing corporate engagement with convergent media and presages the capitalist underpinnings of contemporary convergence (Andrejevic 2011; Driscoll and Gregg 2011). Allowing our familiarity with histories’ successes to obscure our understanding of its failures risks shortchanging those technologies—and their supporters—that entertained ambitions far greater than those we attribute to them now. Under the guise of failure, the EVR—when remembered at all—is regarded as a home video format. Much like obsolescence (Henning 2007), the “failure” of the EVR as it is constructed historically has been manufactured through the establishment of equivalences among small-format video players. Such equivalences render the EVR’s most radical potential irrelevant while simultaneously setting the stage for subsequent technologies to Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 58 Television & New Media 17(1) claim newness in ignorance of their continuities with threshold formats and the cultural desires that animated them. Declaration of Conflicting Interests The author declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Funding The author received no financial support for the research, authorship, and/or publication of this article. Notes 1. I wish to thank Jeremy Morris, Sarah Murray, and the anonymous reviewers for their insightful comments and suggestions as well as Sue Topp and Drew Davis for their generous assistance during my visit to the Motorola Solutions, Inc. Legacy Archives. 2. A fog surrounds the extent to which the EVR (Electronic Video Recording) was put into operation, when, and by whom. The 1971 figure comes from the above-cited CBS advertisements. 3. Many of the promotional materials I consulted come from the Motorola Solutions, Inc., Legacy Archives Collection, Consumer Products, Teleplayer, and Electronic Video Recording System series (MSLAC). Subseries are indicated via abbreviations PA (Promotional and Advertising Materials) and NR (News Releases). References Acland, Charles. 2007. “Introduction: Residual Media.” In Residual Media, edited by Charles Acland, xiii-xxvii. Minnesota: University of Minnesota Press. . 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Video Revolutions: On the History of a Medium. New York: Columbia University Press. New York Times. 1968. “Times and CBS Will Make Films.” December 11, 38. O’Connell, James D., Eugene G. Fubini, Kenneth G. McKay, James Hillier, and J. Herbert Hollomon. 1969. “Electronically Expanding the Citizen’s World.” IEEE Spectrum, July, 37. O’Dwyer, Jack. 1970. “CBS Official Hails EVR’s Ad Potential.” Chicago Tribune, May 21, E12. Palmer, Charles [Cap]. 1971. “Single Concept Comes of Age.” Business Screen 32 (3): 26. Parker, Edwin B. 1974. “Democracy & Information Processing.” Computers & Society 5 (4): 4. Peters, Benjamin. 2009. “And Lead Us Not into Thinking the New Is New: A Bibliographic Case for New Media History.” New Media & Society 11: 13–30. Pinch, Trevor J. and Wiebe E. Bijker. 1984. “The Social Construction of Facts and Artefacts: or How the Sociology of Science and the Sociology of Technology might Benefit Each Other.” Social Studies of Science, 14: 399–441. Rogers, Everett M. 2003. Diffusion of Innovations. 5th ed. New York: Free Press. Rohrbach, Edward. 1967. “Video Playback Idea Draws British Interest.” Chicago Tribune, September 17, N12. Rosenblatt, Robert A. 1971. “TV Cassette Firms Go Separate Ways.” March 7, I1. Rubinstein, Ellis. 1976. “Then Came EVR.” IEEE Spectrum, October, 95. Smith, Cecil. 1970. “Cassettes May Change the Future of TV, Films.” Los Angeles Times, April 23, E1. Smith, William D. 1972. “A Scientist Is ‘Reborn.’” New York Times, May 7, F5. Sterne, Jonathan. 2003. The Audible Past: Cultural Origins of Sound Reproduction. Durham: Duke University Press. Sterne, Jonathan. 2007. “Out with the Trash: On the Future of New Media.” In Residual Media, edited by C. R. Acland, 16–31. Minneapolis: University of Minnesota Press. Sterne, Jonathan. 2012. MP3: The Meaning of a Format. Durham: Duke University Press. The Wall Street Journal. 1967. “CBS Creates Fourth Major Operating Unit, Calls It CBS/ Comtec.” October 27, 6. The Wall Street Journal. 1969. “New ‘Magazine’ Slated for Release in 1970 On Video Cartridges.” May 12, 5. Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 61 Hughes The Wall Street Journal. 1971. “CBS Will Phase Out Most of Its Electronic Video Recording Work.” December 23, 4. Time. 1968. “The Genius at CBS.” 91 (25): 80–1. Time. 1970. “Video Cartridges: A Promise of Future Shock.” 96 (6): 48. Waller, Gregory. 2011. “Projecting the Promise of 16mm, 1935–45.” In Useful Cinema, edited by Charles R. Acland and Haidee Wasson, 125–148. Durham: Duke University Press. Wasser, Frederick. 2002. Veni, Vidi, Video: The Hollywood Empire and the VCR. Austin: University of Texas Press. Wasson, Haidee. 2013. “Protocols of Portability.” Film History 25 (1-2): 236–47. Williams, Raymond. 1977. Marxism and Literature. New York: Oxford University Press. Wren-Lewis, J. 1968. “Electronic Video Recording and Reproduction.” In Television in Postgraduate and Continuing Medical Education, edited by C. E. Engel and R. Li Meyrick, 45–46. London: British Medical Association. Wu, Tim. 2010. The Master Switch: The Rise and Fall of Information Empires. New York: Alfred A. Knopf. Yarborough, J. E. 1971. “Electronic Video Recording and Reproduction.” Scottish Medical Journal 16 (1): 73–74. Author Biography Kit Hughes is a doctoral candidate of Media and Cultural Studies within the Department of Communication Arts at the University of Wisconsin, Madison, where she researches useful and orphan media, television history, and archival theory and practice. She is currently completing a dissertation on the rise of television as an industrial and workplace technology. Her work has appeared in Media, Culture & Society, American Archivist, and Film Criticism. Downloaded from tvn.sagepub.com at Shanghai Jiaotong University on December 18, 2015 581383 research-article2015 TVNXXX10.1177/1527476415581383Television & New MediaOswald and Bailey Special Section: Sociotechnical Perspectives Restarting Static: Television’s Digital Reboot Television & New Media 2016, Vol. 17(1) 62–79 © The Author(s) 2015 Reprints and permissions: sagepub.com/journalsPermissions.nav DOI: 10.1177/1527476415581383 tvn.sagepub.com Kathleen F. Oswald1 and Wm. Ruffin Bailey2 Abstract This article examines the digital television (DTV) transition with particular focus on technical protocols, political and legal decisions, and home hardware. Considering the great potential for redefining television in the digital medium, we highlight ways in which television was “rebooted” rather than reinvented. Without the technical constraints that shaped analog television, many carryovers to DTV can be ascribed to social rather than conventionally technical influences and stakeholders. Three themes emerge from our analysis: (1) a technocratic discourse that favored resolution over reception as central to broadcasting as public service, (2) an inadequate public information campaign and failure to explore the range of opportunities presented by the digital format, and (3) a rearticulation of the home theater assemblage to cope with DTV through replacement-driven obsolescence. We argue that approaching DTV as a “reboot” serves as a model for investigating digital transitions more broadly in a new model of public service. Keywords television, DTV, digital transition, analog, Raymond Williams, obsolescence Cord-cutting—the process of forgoing traditional cable service—has become increasingly popular as the cost of cable continues to rise and consumers turn to Over the Top (OTT) Internet content providers such as Netflix, Hulu, and Amazon. Over the past five years, the number of exclusively over-the-air (OTA) households has been on a steady rise: a 2013 press release from the National Association of Broadcasters (NAB; 2013) reports that the percentage of OTA homes had risen to 17.8 percent in 2012 and 1Villanova University, PA, USA Services Network, Inc., SC, USA 2Engineering Corresponding Author: Kathleen F. Oswald, Villanova University, Garey Hall Room 28, 800 Lancaster Avenue, Villanova, PA 19085, USA. Email: [email protected] Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 Downloaded from http://www.elearnica.ir 63 Oswald and Bailey 19.3 percent in 2013, with minorities and the eighteen- to thirty-four-year-old market leading the trend. In 2009, that number was closer to 10 percent, and a fundamental shift was happening in broadcast television (dtv.gov). Although viewers are increasingly interested in what OTA content has to offer, the shape of digital television broadcasting (DTV) did not become a subject of extensive popular, congressional, or scholarly debate, nor was there a market-based standards war akin to VHS versus BetaMax or HD-DVD versus Blu-ray. Instead, the DTV protocol was determined through discussions between industry powerhouses, the Federal Communications Commission (FCC), and the National Telecommunications and Information Administration (NTIA). This is not unusual: the shape systems take are often dictated by those who create, maintain, and own them rather than those who use them. James Carey (1989, 209) explains that the ideologies used to justify technological systems often originate from “professional engineering societies, universities, and research laboratories” rather than the public. We argue this technocratic bias was at work in the articulation of DTV at the expense of public comment. Despite widespread awareness of the transition, a lack of public education left 1.5 million OTA viewers unprepared at the time of the transition in 2009 (Nielsen 2009). The new scheme also resulted in smaller broadcast footprints that reached fewer viewers—Lisa Parks (2013, 10) notes that the FCC knew in advance of the transition that 11 percent of full power stations would reach 20 percent less viewers postswitch—a direct result of the new digital signal, which is less resilient in the face of topology, interference, and structural features such as buildings and trees. “Public education” efforts surrounding the transition were not centered on these limitations in reception, instead promising that DTV would deliver higher resolution, bringing us a step closer to our better digital future. “Digital media” is becoming a communication monopsony for new media and media remakes, and it is worth clearly distinguishing DTV from other digital streams. OTT programming—programming delivered through an existing Internet network— comes from a number of providers, including conventional networks, satellite, and cable companies, as well as recent entrants such as Netflix and Hulu. For this article, DTV refers to the federally mandated digital transition in U.S. terrestrial broadcast television, referred to in public education campaigns as DTV, the DTV transition, or simply “the transition.” We argue inadequate public education efforts, largely in the form of television PSAs, helped drive the ambiguity surrounding these terms. Furthermore, promotions urging both OTA viewers and traditional analog cable and satellite subscribers to upgrade to paid digital HD packages further complicated matters.1 As we illustrate, this lack of understanding often resulted in unnecessary equipment upgrades, new cable or satellite subscriptions, and changes in equipment and services made by cable and satellite viewers unaffected by the DTV transition. Although the transition was signed into law as part of the 2005 Digital Transition and Public Safety Act, the motivating factors for DTV date to the mid-1990s and were initially articulated in two ways. It first needed to provide “High Definition” television, with increased audio and video fidelity. Second, the new system had to more Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 64 Television & New Media 17(1) efficiently use existing spectrum to free space for emergency first responders and private-sector auction. The settled date for the transition was February 17, 2009. A soft launch in Wilmington, New Carolina, in September 2008 presented the transition team with a sense of the challenges they would face with a national deployment. It quickly became apparent that although the viewing public was aware of the transition, public understanding was inadequate, with many OTA viewers unclear on what equipment was needed, why equipment stopped working, and where to get a converter box. This led to the passage of the DTV Delay Act on February 4, 2009, delaying the switch to June 12, 2009. This article seizes on the OTA DTV transition, a critical moment in communication history that deserves increased consideration, exploration, and review. Exploring Sociotechnical Formation Langdon Winner (1986, 121) explains that in large-scale systems, “choices tend to become strongly fixed in material equipment, economic investment, and social habit,” and in this piece, we interrogate the logics that underpin those choices in the formation of DTV. Raymond Williams ([1974] 2003, 152) likewise suggests that early decisions have “extraordinary persistence into later periods, if only because they accumulate techniques, experience, capital or what come to seem prescriptive rights.” Once decisions become codified in hardware, they endure largely without challenge. Williams ([1974] 2003) argues that scholars should restore intention to communication research by understanding technology as the outcome of a process of determination, a complex system where many factors compete for influence. In 1974, he argued that “how the technology develops from now on is then not only a matter of some autonomous process directed by remote engineers. It is a matter of social and cultural definition, according to the ends sought” (Williams [1974] 2003, 137), hoping to underscore how understanding television as a cultural technology highlights the potential for meaningful social action. Calling for immediate action to influence the future of broadcasting, he argued the conditions of socially resonant action within a protocol were “information, analysis, education, discussion” (Williams [1974] 2003, 157). Understanding television as a process of interconnected determination is crucial to examining the rearticulation of television from analog to digital. To that end, we review the implementation of DTV in the United States in relation to technical standards, home hardware, and political aspects of broadcast and reception to reveal the motivations behind the transition. Finally, this work intends to jumpstart a lagging scholarly body of knowledge on DTV. There is a wealth of technical work, particularly in IEEE articles, dealing with methods to improve reception and interference, from measuring and modeling “airplane flutter” interference at different wavelengths and distances (Wongkeeratikul et al. 2008) and preventing interference from unlicensed devices (Bendov 2008) to error correction that improves an signal’s “threshold of visibility” (Ghosh 1995). Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 65 Oswald and Bailey Cultural approaches to the formation of digital television, however, are scarce. Constance Ledoux Book’s (2004) DTV and the Consumer provides a review of the transition period between early adopter broadcasters’ dual-broadcasting analog and digital signals from 1997 through 2004, stopping several years before the drop-dead transition date. Book’s volume is part collection, part textbook, concentrating on consumer awareness of DTV, descriptions of key technical topics, and sidebars written by industry insiders extolling the positive potentials of DTV. Lisa Parks’s (2013) Infrastructural Changeover: The US Digital TV Transition and Media Futures is more critical, capturing the moment of the switch in excellent detail, exposing its socioeconomic dynamics. Our expanded analysis shows that the digital transition was marketed as a “reboot” or “upgrade” of analog broadcast rather than a rebirth, and this melding with the language of digital “progress” is not accidental.2 Like a reboot, where a power cycle can seem to magically make a broken system work without serious change, much of the DTV transition unnecessarily retained legacy conventions from the system that preceded it. Such discourses worked to elide public discussion and consideration despite DTV’s status as arguably the most significant change in broadcasting since the introduction of television itself. The DTV transition is an example of a public technology changing fundamentally under the noses of users, without their consent, by people with a financial stake, at the expense of those who rely on it most. Furthermore, it represents a missed opportunity to build better media. Through analysis of FCC and NAB documents, public service announcements, informational websites, news coverage, and conversations, this article explores (1) a government/legal discourse that un/intentionally neglected to carry out an adequate public information campaign or encourage debate; (2) a technocratic discourse that favored resolution over reception, promoting enhanced picture and sound while sidestepping smaller broadcast footprints, interference issues, and the need in some cases for new reception equipment; and (3) a call to rearticulate the home theater assemblage through a system of replacement driven by obsolescence. Rebooting Television Jay David Bolter and Richard Grusin (2000, 273) refer to “the formal logic by which new media technologies refashion prior media forms” as remediation; however, their emphasis is largely on one medium being translated into or appropriating the effect of another distinctly different one. DTV recreates television as digital, broadcasting in the language of zeroes and ones, though it is arguably not distinct from analog TV in the way that remediation describes. While enabling higher resolution images and higher fidelity sound (something DTV does), the protocol also makes transmissions possible that would make DTV distinct: the transmission of any digital artifact, from the metadata of broadcast schedules, which the DTV protocol includes, to smartphone software updates or digital versions of local newspapers, which it does not. Although the addition of UHF to VHF or color to black and white broadcasts preserved backward compatibility, DTV reboots television’s reception from scratch, Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 66 Television & New Media 17(1) which unquestionably makes possible the novel features we mention above. Instead, we demonstrate that what changed was merely television’s substrate. DTV’s remake did not foreground what Bolter and Grusin (2000) describe as an “oscillat[ion] between transparency and opacity” (19); very little was “refashioned and improved” (14–5).3 Viewers still receive two-dimensional moving images with sound, tune broadcast streams using channels, and receive content via radio transmissions as with the analog system that preceded it. We therefore argue that DTV was not a remediation but rather a “reboot.” Just as a personal computer (PC) is rebooted to allow its software to correct major flaws in its presentation, “reboot” has increasingly been used4 to indicate a reintroduction where the spirit of the original is preserved while characteristics that are outdated or no longer applicable in the new context are be changed to suit. In contrast to “remediation,” a reboot “only” replaces the unseen prerequisite, preconsumer substrate—the software, so to speak—that powers that medium. Reboots are replacements in-place: the character of the medium does not change. Our argument is that these reboots happen not from a lack of imagination or possibility but because of cultural, largely preconsumer forces. Bolter and Grusin (2000, 46) remark, “The digital medium can be more aggressive in its remediation. It can try to refashion the older medium or media entirely, while still marking the presence of the older media and therefore maintaining a sense of multiplicity or hypermediacy,” and though the potential exists, this “aggressive refashioning” simply does not happen in a reboot. There are simply too many features of DTV that expose areas where the “spirit” of analog broadcasting unnecessarily remain.5 There is no fundamental shift that would warrant a claim that “one medium might offer a more appropriate representation than another” (2000, 44). DTV and analog TV are predominantly, in their consumption, the same. It is precisely on this lack of fundamental change that we focus our attention. Every digital reboot of a medium is a productive time to study techno-social assemblages precisely because of the clean slate they provide. Although conventions formed in relation to the material conditions of the original medium may be preserved, it is important to uncover whether or not they remain necessary to the rebooted medium. Unnecessary conventions and associations remaining unchallenged after a reboot expose stakeholders and institutions whose aims were hidden by the overly familiar assemblages of the past. Technology as Progress: Resolution over Reception Robert Graves, Chairman of the Advanced Television Systems Committee (ATSC) Forum, argues that higher quality sound and image resolution was one of the primary motivations for the switch from analog to DTV in the United States (Graves 1996). Understanding DTV as happening through a more complex process of determination, we examine protocols relating to video and sound, transmission, software, and hardware that have shaped and been shaped by the current form of digital broadcast television. Comparing the chosen system with alternatives demonstrates the extent to Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 67 Oswald and Bailey which the system is not necessarily inevitable, natural, or ideal but rather one possible result. DTV was initially conceived as a means of providing high-definition television (HDTV) and was developed in competition with several analog HDTV protocols. HDTV development began in Japan in the late 1970s, and in the United States with the ATSC in 1982, “formed by industry to perform the task of drafting the official standards documents for the winning system” (Reitmeier 1999, 1670). The Japanese MUSE HDTV system was analog, and used 27 MHz of bandwidth per channel, putting it well outside the FCC’s requirements that a new system not exceed 6 MHz6 nor interfere with existing analog broadcasts (Book 2004, 32). Proposed analog HDTV systems were thereby eliminated, but the compression promised in digital proposals remained. Although five digital methods would be proposed by several groups, eventually, the competing groups would join in a “Grand Alliance” and develop a single digital HDTV standard whose goal “was to combine the best features and capabilities of the formerly competing systems into a single, ‘best-of-the-best’ system” (Reitmeier 1999, 1671). Two existing protocols were used for video and sound, though not without some controversy. Keith J. Winstein (2002) covered a clear conflict of interest in the selection of the audio portion of the protocol in his article for MIT’s The Tech newspaper, “MIT Getting Millions for Digital TV Deal.” As three standards were being considered by the Grand Alliance for sound—one from Dolby, one from MIT, the last from Philips’s Musicam (already being used in European DTV)—Dolby struck a deal with MIT that both institutions would share royalties if either of their proposed systems was selected, effectively forming an alliance against Musicam. After the deal was struck, Jae Lim, professor of electrical engineering at MIT and one of four deciding members on a panel determining U.S. DTV audio protocol, voted not for MIT’s in-house design but for Dolby’s. Winstein reported, “Other members of the Grand Alliance cited the Dolby system’s American roots and its technical superiority over Musicam, not MIT’s financial interest in Musicam’s rejection, as the likely reasons for Lim’s vote,” yet the appearance of impropriety is painfully clear (Winstein 2002, para. 11). The selected system has limitations, and while overcoming them is possible, solutions are still lacking. In a perfect situation—a sort of clean room for DTV reception— the protocol provides the additional resolution and audio fidelity that might motivate viewers to upgrade home theater equipment. But while a strong DTV signal has noticeably superior sound and image quality, it degrades rapidly over distance and obstruction. This degradation is immediate and severe: rather than analog’s maintenance of a fluid signal partially hampered by static, DTV sound drops completely and video becomes blocky or freezes, making deciphering impossible. This system clearly favors resolution over reception. A key feature of the deployment of DTV was a relative lack of citizen education about these and other reception-related issues—and a corresponding lack of opposition—up and until the switch. These protocol decisions were largely decided before a public discourse had started, which may explain the overall lack of attention paid to DTV. To help remedy this shortcoming, we next briefly discuss how the future of OTA broadcast was decided in technical conferences, Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 68 Television & New Media 17(1) industry meetings, and policy with only the most cursory opportunities for public comment. A Lack of Public Education and Decision Although there were at least three major opportunities for discussion—before the 2008 soft launch in Wilmington, North Carolina; after the DTV Delay Act (S.352) was passed on February 4, 2009; and at the time of the switch on June 13, 2009—lack of public debate about the transition to DTV is not surprising. This can be attributed to three interrelated factors: (1) underwhelming public information and education efforts about the transition, (2) a low percentage of OTA-only households, and (3) a prevailing discourse of technical superiority that framed DTV as a step in the inevitable march of technological progress. Although public service announcements warned viewers that they could lose their signals, efforts did not encourage discussion or educate viewers about changes inherent to DTV. The emphasis was not on options and technological compromises but instead operated via coercive inevitability, as expressed in the text of a spot from a station local to Charleston, South Carolina: “Get the facts on DTV so you won’t miss a single episode of Judge Mathis” (WTAT Licensee 2009, 4). The transition was non-negotiable. Viewers’ only possible responses were capitulation or lost access. Nearing the initial transition date, the FCC urged passage of the DTV Delay Act (S.352) on the grounds that efforts in consumer education and support were uncoordinated and inadequate. In the months after the passage of this act, the FCC, NAB, and other organizations involved with the switch increased efforts to avert a public relations crisis. Where early television spots warned that the lack of a converter box would mean no programming for the OTA viewer (placing responsibility on the viewer), it was not until the time surrounding the Delay Act that PSAs explained smaller broadcast footprints could mean costly antenna upgrades and that some viewers would lose channels regardless. Even this new warning only implicitly admitted that a DTV signal would be more difficult to tune than its analog predecessor. Even in the months following the delayed transition, there was little public opposition to the switch, partly explained by inadequate public education about DTV. It is important to underscore the difference between education and awareness, as many viewers were made aware that a change was occurring but did not receive the education necessary to understand if and how the switch would affect them. DTV.gov reassured cable and satellite viewers that they would not be affected and made documents available on the website to help OTA viewers ensure continued viewing. This passive, self-serve, digital technical support for the obsolescence of an analog broadcast technology reached an ironic subset of those most impacted by the transition.7 Despite public education campaigns, a converter box coupon program, and the DTV Delay Act, 1.5 million households were still unready for the transition a month after the switch on June 12, 2009 (Nielsen 2009). Lisa Parks (2008) explains that in addition to elderly populations, a multicultural viewership was also affected, with the Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 69 Oswald and Bailey FCC listing transition information in more than twenty languages from Amharic to Yupik: That this array of languages appears suggests that ethnic communities might be particularly impacted by the transition. Some of these communities have historically received local over the air programming in their own languages. Whatever the case, there have always been multiple “televisions”—whether the standards are analog or digital— shaped in part by the various communities that arrange and use the technology. (Para. 4) Further evidence that the transition affected television viewers unequally comes from a Nielsen (2008, 2) Report, showing that in 43.7 percent of households where TV access was solely OTA, the annual household income was less than $25,000 per year. Historically considered last in infrastructure deployments such as electrification, telephone, and cable, rural areas were perhaps hardest hit by the transition. DTV poses a variety of challenges in rural areas, including poor transmission and lack of alternatives such as cable. As Brian Depew explains (entry posted February 2, 2009, on The Blog for Rural America), “Digital signals drop off abruptly at the end of their range, whereas analog signals fade out gradually,” making what were once distressed yet accessible analog signals completely inaccessible. In sum, inadequate public information efforts assured viewers that they could continue watching with the aid of a converter box (or new television) or would need to subscribe to basic cable with their current sets, trading the immediacy of forced upgrades for a monthly payment (more for less). Potentials First, it is important to understand that signal loss is not a technical requirement inherent to digital transmission. DTV signals carry digital payloads as with content served on the Internet, though digital television’s zeroes and ones are received in a different manner than those of a PC. When a browser loads a web page, it coordinates with a web server to ensure that it has received the full message that was sent—any dropped or imperfectly received sections can be requested and re-sent. A television, as a passive receiver, does not include any means of re-requesting dropped information: it has to get it right the first time. Forward error correction (FEC) anticipates this issue by sending the same information multiple times, reducing reception errors with redundancy (Mohr et al. 2000, 821–22). Increased redundancy in DTV broadcasts would provide the digital tuner with the opportunity to restore broken messages by combining duplicate streams, resulting in fewer blocky or dropped DTV signals. Sound could be transmitted in a number of fidelities, also with greater redundancy, allowing a low-fidelity but ultimately constant audio feed for poor reception conditions. In 2011, the “Final Report on ATSC 3.0 Next Generation Broadcast Television” included a section on FEC protocols already at use in China, stating, “FEC coding is the key to delivering high data rates at low [carrier to noise] values” (p. 15). In other words, FEC is essential for highquality reception, and the first DTV standard missed the mark. Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 70 Television & New Media 17(1) A digital broadcast also provides the potential for interesting hybrid systems: a television connected to the Internet could, for example, check and see if it has completely received broadcast content, and efficiently supplement data not fully received OTA with data from the Internet before display. OTA signals could also be used to transmit digital content, such as local newspapers or popular YouTube videos. Users could then seamlessly supplement such broadcast content with their own choices from the Internet. When the broadcast payload is digital, any kind of digital artifact can be sent. As ATSC Forum chairman Graves (1996, para. 3) remarked in 1996, “Besides dazzling pictures and stunning sound, HDTV will give consumers a high-resolution display and a huge data ‘pipe’ that can deliver a host of other information services.” Constance Book (2004, 48) explains that, in 1995, the ATSC Grand Alliance “move[d] forward with an interoperable system that allowed entertainment, computer and technology industries to work together,” and these PC-style interactions were part of Glenn Reitmeier’s introduction of DTV in 1997 that included interfacing the new broadcast format directly with PCs. In a 2009 report, Acting Chairman of the FCC Michael Copps suggested that after the implementation of DTV, spectrum could be used to provide broadband Internet to underserved rural areas (2009a). Although rural affairs advocates looked forward to rural broadband via broadcast as Copps had suggested, such features have not been attempted.8 Book (2004, xii) observed in 2004 that with the exception of some early computers that used televisions for output, the home theater (particularly with respect to OTA) and the PC largely developed on separate tracks. The High-Bandwidth Digital Content Protection (HDCP) protocol’s license agreement regulates the creation of devices that provide content via High-Definition Multimedia Interface (HDMI) ports, including Blu-Ray players, most gaming consoles, and many PCs and mobile devices. It demands that “Licensed Products shall be designed and manufactured in a manner that is clearly intended to effectively frustrate attempts to discover or reveal Device Keys or other Highly Confidential Information” (Digital Content Protection 2002), largely and effectively preventing content sharing between the home theater and PC. Internet– television integrations began in closed gaming platforms (Netflix and Wii) and set-top boxes (Roku or Apple TV), partly because of the difficulty of transferring streaming content from a PC via HDMI to the television. This changed with the advent of the smart television, which adds capabilities beyond a tuner and a display, effectively putting a set-top box inside the TV. Although DTV is accessible on smart TVs, Internet functionalities are not integrated with broadcasts beyond toggling between applications. What if DTV viewed on a smart TV added director commentaries and interviews—standard DVD and Bu-ray special features? What if an author being interviewed on PBS could send the first chapter of their book to viewers? These and other aspects of DTV (including extending Super HD and 3D programming to users) can be changed by tweaking protocol. Unlike analog broadcast standards—fixed to ensure backward compatibility for eighty years—DTV has a built-in contingency for changing protocols and formats through versioning (DTV 2.0, 3.0, 4.0 . . . ). Where a black and white television from the 1930s could display VHF Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 71 Oswald and Bailey broadcasts in the United States even in the last days before the transition, today’s DTV converter box and digital tuners could be rendered obsolete much more quickly through versioning. The ATSC DTV Standard explains that “existing decoders will automatically ignore new [DTV versions]” (ATSC 1995), making it easy for broadcasters to obsolesce the home theater with minimal change to broadcasting hardware. We present these missed opportunities and limitations to suggest that while DTV was framed as enabling a better way of watching television—high-definition (HD) programming, station multi-casting, more surround sound choices—the full range of possibilities of the digital were not explored. PSAs were less about public information, instead serving as promotion and hype for newly manufactured hardware in a down economy. Processing the Transition In the 1970s, Williams saw cable as an opportunity to reboot television, including the possibility of adding upstream capabilities; instead, cable programming in the United States largely focuses on niche consumer markets rather than geographic locales. Although an exhaustive discussion of cable is outside the purview of this article, this progressive approach to the potential of television in part underlies the legitimation of the digital reboot. We have mentioned some of the public service and consumer benefits of the switch, including enhanced audio and video, “multi-casting” that has provided consumers with more channels of programming,9 and the possibility of using the digital stream to offer content as varied as users can access via traditional Internet providers. Even with these in mind, we argue that this implementation of DTV contradicts the idea of serving the “public interest, convenience and necessity” through shrinking broadcast footprints, necessary equipment upgrades, and the FCC’s inability to attract investors to newly open spectrum. Understanding the focus on resolution over reception requires considering the transition from the perspective of broadcasters. Gigi Sohn, a member of the Advisory Committee on the Public Interest Obligations of DTV Broadcasters, convened in 1997 by Vice President Gore, explains that the importance of owning wireless television broadcast spectrum paradoxically became a means to mandate carriage by cable providers. Having a high-power, OTA local broadcast ensures providers are covered by the “must carry” ruling in Turner Broadcasting v. FCC (1994), which stated that cable companies must carry, without surcharge, each locally broadcast OTA station to every cable subscriber. “Must carry” was later extended in a weaker version to satellite broadcasts by the Satellite Home Viewer Acts of 1988 and 1999.10 This puts OTA networks in a powerful position, ensuring that their OTA content could be forcefully made accessible to the widest audience. In a 2008 presentation, Sohn not only identifies the potential driving power of “must carry” but also suggests completely divorcing the must carry/OTA connection. To help maximize the potential of available electromagnetic spectrum, Sohn notes there is no longer a technological reason to pair a single station with one Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 72 Television & New Media 17(1) analog channel’s worth of spectrum, as broadcasts can now share the same channels with digital encoding. Although Sohn does not make the comparison, DTV encoding and transmission is similar to WiFi’s: broadcasts can share spectrum in a manner similar to the way many WiFi networks can share the same unregulated bandwidth without undue signal degradation and interference. Although traditional analog radios and television tuners did not have a reliable method of parsing multiple signals on overlapping or identical frequencies beyond the use of directional antennae, digital broadcasts make spectrum sharing feasible. Although there was a limiting materialism involved in the interference experienced by analog transmissions (the same materialism that arguably restricted earlier radiophones and amateur radio broadcasts before the Radio Act of 1927), the “one broadcast, one channel” fix continues to unnecessarily limit DTV. The weaknesses discovered in the U.S. DTV implementation make more sense in this context of “must carry,” as the ruling positions OTA broadcast and subsequent reception a secondary issue, structurally subservient to the goal of reaching the over 60 percent of American households that receive cable.11 When interpreting the Radio Act of 1927 to define the “public good,” the Federal Radio Commission (and its successor, the FCC) initially concentrated not on content but rather on what system provided the best reception. With DTV, the measurement of “public good” has now shifted to that which provides the greatest resolution. Thanks to “must carry,” reception in the clean room of cable is certain, and high-resolution OTA—affected by real-world degradation by planes, wind, and time of day—becomes an afterthought. The Home Theater Assemblage: Rise of the Flat-Screen, Death of the VCR Williams ([1974] 2003, 140) cites color television and the portable television as examples that capitalism drives the creation of new consumer durables, predicting that “the major development of the late seventies may well be the large-screen receiver: first the screen of four by six feet which is already in development; then the flat-wall receiver.” He reasoned the new sets would “mainly strengthen the existing large-network television institutions which, as in the case of colour, will undoubtedly develop programmes to promote and exploit them” such as subscription services that distribute movies and sports events (Williams [1974] 2003, 145). Although Williams’s forecast of flat-wall receivers did not come to fruition until the late 1990s and early 2000s, the insight is nevertheless valuable: flat panel televisions have been promoted either directly or indirectly through HD cable, Blu-Ray, HD gaming systems, and HD OTA programming. Although PSAs informed consumers that they could continue to receive a signal on their current television with the addition of a converter box, the HD advantages of DTV associated with the conversion only “benefit” the viewer if they have access to a home theater with a particular set of relatively high-end features: an HD display, surround sound, high-powered multi-directional antenna, and digital video recorder (DVR). The benefits touted in the public information campaigns require substantial upgrades, begging the question, “Who was this system designed to benefit?” Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 73 Oswald and Bailey It is hard to argue the subjective value of HDTV. The detail of HDTV calls to a viewer’s eye in ways the previous system never did, asking for closer visual review of everything from newscasters’ complexions to trash blowing across a sports field. If DTV is a means to providing this, there will be little argument against the system from those who get this content via cable, satellite, and other subscription-based means of transmission that are able to provide more reliable bandwidth and reception than current terrestrial, OTA signals. The market striation of OTA and the cost of new hardware offers a stark contrast between digital haves and have nots. Taking socioeconomic and geographic data into account, it is hard to imagine that those for whom the purchase of a new antenna and subsidized converter box is a nontrivial expense (remembering that consumers most affected by poor reception are in rural and urban areas) would be able to afford a flatscreen TV and surround system. Viewers were no longer able to receive programming using the same set of rabbit ears that successfully tuned analog broadcasts from the same station. Instead, a significantly more expensive, multi-directional roof mounted antenna might now be required, which may still result in poor, rapidly degrading blocky reception or no signal at all. A basic cable subscription provides a less shocking up-front outlay for those without the means to upgrade their home theater, and upper tier subscriptions likely appeal to those who can, pushing both toward dependencies on paid providers. Although all the transition demanded was a digital tuner, the realization of all DTV has to offer calls for a more radical alteration to the home theater assemblage: more advanced reception equipment, a wide-screen television, and a 5.1 surround system. Old hardware was forced out because of its tenuous connection to DTV: the mere replacement of the tuner quickly expanded to a call to upgrade the display and time shifting devices such as the VCR, perhaps hardest hit by DTV. As the name “converter box” suggests, what DTV renders useless is not the television’s screen so much as its tuner, which must decode the digital feed from OTA television broadcasts. Converter boxes decode the DTV signal and convert it to a lower resolution analog signal that older televisions are designed to display. VCRs contain an internal tuner separate from the TV’s own tuner, which is what made it possible to watch one show while taping another. Unfortunately, the transition meant that VCRs could no longer tune OTA content either, and the ability to program recordings was lost. To record a broadcast at a specific time would require a DTV converter that either communicated with the VCR (and VCRs were not manufactured in a way that allows this to happen) or a converter box that could itself be programmed to tune different channels at different times, synchronizing these streams with a VCR programmed to begin taping concurrently. Of the converter boxes reviewed by Consumer Reports (2008), only four of the forty-three enabled such synchronized, timer-based channel changes. Even with those four, recreating the equivalent of the pre-DTV home theater required that both television and VCR have external digital tuners,12 and viewers would have to program both the converter and the VCR to record. Strangely, the DTV converter box coupon program strictly forbade combining DTV tuners with the ability to time warp content, preventing DTV-ready VCRs and Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 74 Television & New Media 17(1) other recording devices from receiving the government subsidy. The Deficit Reduction Act of 2005, which included the law covering the converter box coupon, included the following section proscribing all but a very limited, very specific definition of the boxes: DEFINITION OF DIGITAL-TO-ANALOG CONVERTER BOX—For purposes of this section, the term ‘‘digital-to-analog converter box’’ means a stand-alone device that does not contain features or functions except those necessary to enable a consumer to convert any channel broadcast in the digital television service into a format that the consumer can display on television receivers designed to receive and display signals only in the analog television service, but may also include a remote control device. (120 Stat 24, emphasis added) The Department of Commerce interpreted this law to mean that “Video or Audio recording or playback capability such as VCR, DVD, HD-DVD, Blue Ray, etc.” were “disqualifying features” for coupon-eligible hardware. Nor could the hardware include outputs that included “Digital Video Interface (DVI); Component video (YPbPr); High-Definition Multimedia Interface (HDMI); Computer video (VGA); USB IEEE1394 (iLink or Firewire), Ethernet (IEEE-802.3), Wireless (IEEE0802.11)” (Code of Federal Regulations, title 47, sec. 301.7), many of which would have allowed reception by a PC and the PCs’ use as potential time shifting hardware. With the costly proposition of upgrading home hardware, consumers experienced another nudge from analog to the highly regulated realm of DVR. Presented as an almost natural successor to the VCR, the DVR often requires another monthly service charge, makes sharing recordings especially difficult with the absence of easily removable physical media, and, when paired with an Internet connection, conventionally data mines viewing habits, reporting to providers what is watched and when. This uncoordinated13 use of DTV as a free-floating legitimator14 for the development of noninteroperable consumer durables makes the motivations for change in the home theater more difficult to surmise than the effects. These shortcomings invite speculation and research: Who designed and benefited from the federally subsidized converter box program? Why were constraints prohibiting time shifting placed on hardware qualifying for the subsidy? Who designed the letter that arrived with the coupons, which mentioned boxes could be purchased at Best Buy, Wal-Mart, and Radio Shack? Why were converter box manufacturers not required to provide a builtin interface for changing channels, much less an extended warranty that would match or exceed the life span of the televisions they would be connected to? According to DTV.gov, only 34,879,001 of 64,104,514 $40 converter box coupons were redeemed by their expiration date of November 19, 2009. What happened to over a billion dollars in vouchers that were never cashed in? Affordable converter boxes were difficult to find right after the end of the coupon program; did viewers buy new TVs as prices dropped and the subsidy disappeared? An October 2008 Nielsen Report on DTV readiness suggested viewers would switch to a subscription service or buy a new television: of transition methods for 583 Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 75 Oswald and Bailey surveyed sets designated “un-ready for the digital transition” on March 2, 2008, only 25.2 percent were later made ready with the addition of a converter box. Of the remaining methods, a switch to cable comprised 23.2 percent of sets, satellite service 13.7 percent, and the remaining 37.9 percent of sets were removed or replaced (Nielsen 2008, 8). All options required some expense, but viewers opted three times out of four for a more expensive option. If nothing else, DTV sold new television sets. Conclusion Digital will do for television what it has done for every other communications technology it touches—make it better, more efficient, more interactive, more competitive, and more exciting than ever before. The world is going digital, and I have no doubt that over-the-air television had to go digital as well. It’s a win-win for consumers and for the long-term health of the broadcast industry. (Statement, Michael J. Copps, June 13, 2009b) With initial arguments in support of DTV ranging from making new frequencies available for emergency first responders to auctioning “white space,” we are left at the end with a statement reflecting the unarguable awesomeness of digital technology. Yet five years later, many of the novel functions digital broadcast enables have not been implemented or even tested on U.S. viewers. Television has become more efficient, with more data taking up less space on the airwaves, but there has not been a public conversation about providing stations less (or more or shared) spectrum on their channels.15 Television has not become more interactive, save the “interactivity” required to understand the technicalities of a home theater now obsoleted by converter box installation, VCR obsolescence, and antenna issues. The digital transition has made television more competitive as viewers realize that OTA broadcast can offer image and sound quality superior to that of cable, and cut the cord, but overall, the digital reboot has not been exploited much beyond providing fault-intolerant higher resolution content, sometimes with additional lower resolution multi-casts, in the same amount of spectrum. This article examined DTV, highlighting some of the paths not taken to complicate the question of whether or not, as “public education” initiatives implied, DTV is better by virtue of being digital, or, as Copps boldly claimed, that this shift was necessary. We hope this article serves to append to the record to reflect that DTV was not in all cases a “win-win” and to demystify assumptions that technological progress equals social progress. The reboot was largely a retrenching of the same determinisms that preceded it. Williams’s ([1974] 2003) hopes for television—from improved public service to increased opportunities for alternative programming—have not been realized. Discussing the balance between public service and commercial interests in Television, he explained that commercial interests have weighed most heavily, from the choices made for protocols through to the end result in home hardware. Despite wide uptake of Television in television studies, more than thirty-five years after Williams’s call for Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 76 Television & New Media 17(1) scholars and the public to champion positive social change in television, the digital transition happened with little public involvement or discussion, much less debate. Analog died not with a bang, nor a whimper, but static. We hope DTV can serve as an example of how processes of digital conversion use public service as an enabling discourse. What we find in this reboot, however, is rather a redefinition of public service that ends in obsolete consumer equipment and increased profit margins for connected industry powerhouses and equipment manufacturers. We argue Williams’s analysis of television should not serve as a history, doomed for repetition, but instead as a way of thinking beyond the technical, beyond high definition, and beyond the digital. Declaration of Conflicting Interests The authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Funding The authors received no financial support for the research, authorship, and/or publication of this article. Notes 1. Cable and satellite digital transitions are business decisions not mandated by the government and are unrelated to the OTA DTV transition. 2. Parks (2013) comments, “DTV transition PSAs and outreach campaigns celebrated equipment upgrades and “switching over to digital” as if they were civic duties” (p. 9). 3. This is not to argue that a case for circular influence between computers and televisions cannot be made. Constance Book questions why these screens diverged, particularly when, at least briefly in the late 1980s, a single screen was often shared. 4. This broader use of the term reboot to represent replacement-in place has extended well beyond any connection with digital artifacts: notable examples are popular film franchises (Spiderman, Batman, Superman) and children’s programming (The Electric Company, Mr. Roger’s Neighborhood/Daniel Tiger’s Neighborhood). In the reboot, the spirit of the original remains, but the social context and the artifacts’ ability to cope with that context have the potential to change significantly. 5.FCC created http://reboot.fcc.gov specifically addressing “rebooting” U.S. digital infrastructure. 6. A spectrum width that matched current analog channels. This is an example of a legacy holdover rather than a technical constraint in the protocol’s formation. 7. There was also a toll free number (1-888-DTV-2009), but the message was, essentially, “If you’re not particularly technical, help yourself learn how to use DTV by going online! Easy!” 8. It is worth noting here that Copps and Depew (“The Blog for Rural America,” entry posted June 16, 2009) wrote about using television spectrum rather than a television broadcast, though the potentials do overlap, just as the topics do in Depew’s post. 9. It is unclear whether multiple feeds from the same network are more advantageous to viewers or advertisers. Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 77 Oswald and Bailey 10. In brief, satellite providers are not forced to provide local OTA broadcasts and can charge a premium attached directly to the service. 11. And the approximately 20 percent of homes using satellite television. 12. We use the “digital tuner” rather than the term converter box simply because the latter is misleading. These devices are no more devices for “conversion” than the analog tuners they replace, which decoded an analog signal for display: they are simply external inline replacements. Using a trick common as the earliest home video game systems, “converter boxes” produce an analog output on a certain channel (typically 3 or 4), allowing even the oldest black and white television to display content. 13. Here simply meaning, “without orchestration,” rather than “ungainly,” as the ability to so efficiently close the door on analog’s benefits for the purposes of institutional surveillance is anything but clumsy. 14. “Particular terms come to take on such significance that they can be used to justify nearly any truth claim across numerous discourses to justify a vast array of initiatives, plans, responses, and resistances.” See Packer (2010) for a more detailed discussion. 15. The codification and immutability of channels, themselves no more than a measurement of radio space in the air, are, in part, a preservation of the status quo enforced through congress and the courts. 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Parks, Lisa. 2008. “Goodbye Rabbit Ears: Thoughts about the Digital TV Transition.” Flow TV, December 11. http://flowtv.org/2008/12/goodbye-rabbit-ears-thoughts-about-the-digitaltv-transitionlisa-parks-uc-santa-barbara/ (accessed April 11 2009). Parks, Lisa. 2013. “Infrastructural Changeover: The US Digital TV Transition and Media Futures.” In The International Encyclopedia of Media Studies. Vol. 6, edited by Kelly Gates, 1–22. Maiden: Wiley-Blackwell. Reitmeier, Glenn A. 1999. “Introduction to ‘Perspectives on Television: The Role Played by the Two NTSC’s in Preparing Television Service for the American Public’—A Modern Retrospective.” Proceedings of the IEEE 87 (9): 1668–71. Sohn, Gigi. 2008. “The Gore Commission, 10 Years Later: Reimagining the Public Interest Standard in an Era of Spectrum Abundance.” https://www.publicknowledge.org/pdf/ gbsohn-speech-20081003.pdf (Accessed April 4, 2015). . “The Blog for Rural America.” 2009. CFRA, June 19. http://www.cfra.org/news (accessed April 11, 2014). Turner Broadcasting v. FCC, 512 U.S. 622. 1994. https://supreme.justia.com/cases/federal/ us/512/622/case.html (accessed April 5, 2015). U.S. National Archives and Records Administration. Code of Federal Regulations. Title 47. Waiver of household eligibility. 2008. Williams, Raymond. (1974) 2003. Television: Technology and cultural form. New York: Routledge. Winner, Langdon. 1986. The Whale and the Reactor: A Search for Limits in an Age of High Technology. Chicago: University of Chicago Press. Winstein, Keith. 2002. “MIT Getting Millions for Digital TV Deal.” The Tech, November 8. http://tech.mit.edu/V122/PDF/N54.pdf (accessed December 5, 2013). Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 79 Oswald and Bailey Wongkeeratikul, Anuchit, Pornchai Supnithi, Suthichai Noppanakeepong, Nipa Leelaruji, and Hemmakorn Narong. 2008. “Modeling and Measurement of Airplane Flutter Phenomena on TV Broadcasting Signal.” IEEE Transactions on Broadcasting 54 (2): 173–81. WTAT Licensee. 2009. “DTV Consumer Education Quarterly Activity Report (FCC 388).” January 8. https://web.archive.org/web/20101028231418/http://foxcharleston.com/sections/station/ wtat_form388_q4.pdf (accessed April 4, 2015). Author Biographies Kathleen F. Oswald is an adjunct instructor at Villanova University with research interests in smart infrastructure, cyberwar, mobility, and television. She received her PhD in communication, rhetoric, and digital media at North Carolina State University in 2011. Wm. Ruffin Bailey is a scholar-programmer with interests in the forensics of digital media, software design, and open protocols. He is currently a senior software engineer with Engineering Services Network, Inc. contracting on-site at the U.S. Navy’s Space and Naval Warfare Systems Command, Charleston, South Carolina. Downloaded from tvn.sagepub.com at Sakarya Universitesi on December 18, 2015 601212 research-article2015 TVNXXX10.1177/1527476415601212Television & New MediaPayne and Alilunas Special Section: Sociotechnical Perspectives Regulating the Desire Machine: Custer’s Revenge and 8-Bit Atari Porn Video Games Television & New Media 2016, Vol. 17(1) 80–96 © The Author(s) 2015 Reprints and permissions: sagepub.com/journalsPermissions.nav DOI: 10.1177/1527476415601212 tvn.sagepub.com Matthew Thomas Payne1 and Peter Alilunas2 Abstract Exploring the short and largely forgotten history of adult-oriented 8-bit video games produced for the Atari 2600 home game console, this essay argues that the games represent an important attempt by media producers to bridge the adult film and interactive entertainment industries. Although American Multiple Industries, Playaround, and Universal Gamex failed to establish a market, their titles nevertheless demonstrate how adult games function as desire machines within an erotic economy that sells a host of anticipatory pleasures. Indeed, the resulting public outcry not only led to the game industry’s first sex-based controversy, but the antagonism signals the desire to regulate sexual expression on a new media technology as game producers—following the lead of adult video professionals—attempted to transport users’ joysticks from living rooms into bedrooms. Keywords video games, Atari, pornography, regulation, moral panic, Custer’s Revenge Will Custer have his sweet revenge? Or will he get it in the end? —Game box copy, Custer’s Revenge (1982) When it appears as more than a passing footnote in popular video game histories, the story of Custer’s Revenge (1982) is often presented as a cautionary tale about a young industry behaving badly.1 Produced for the Atari 2600 home video game console by 1The University of Alabama, Tuscaloosa, USA of Oregon, Eugene, USA 2University Corresponding Author: Peter Alilunas, School of Journalism & Communication, University of Oregon, Allen Hall 236, Eugene, OR 97403-1275, USA. Email: [email protected] Downloaded tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Downloaded from from http://www.elearnica.ir Payne and Alilunas 81 American Multiple Industries (AMI), Custer’s Revenge was remarkably simple in its design: one plays as the pixelated titular general who, sporting little more than a waving bandanna and an erection, scores points for dodging arrows while approaching a naked Native American woman tied to a cactus (Figure 2). According to the game’s promotional literature, upon his successful arrival at the cactus, Custer “evens up an old score,” which is to say he rapes the woman, gaining more points with each thrust (“The Brouhaha over X-Rated Video Games” 1982, 145). Not surprisingly, given this conceit, the game quickly became emblematic of the immaturity, violence, and misogyny that detractors saw lurking within video games—especially as it unfolded just as a minor panic erupted about video games being hazardous to children. The deluge of negative press that accompanied Custer’s Revenge even before its official release, stemming from protests by Native American and feminist groups, became the industry’s first sex-based controversy. Nevertheless, the brief, mostly forgotten story of Custer’s Revenge and the other 8-bit2 adult-oriented games—those developed by AMI, its successor Playaround, and one title by Universal Gamex—remains marginal in media history. These games, and their brief occupation of the national consciousness, are more than novelties; however, their history—as taboo media objects and as political flashpoints—reveals the basic, erotic economy underlying all video games, or as Tanya Krzywinska (2012, 158) calls them, “desire machines.” To be clear, these games were neither sexual aids nor were they “erotic” in any obvious sense. They existed in a curious space in which they did not necessarily function in the same ways as more traditional pornography. For instance, they did not possess realistic graphics, nor did they offer gameplay mechanics facilitating “haptic inattention” to free gamers’ hands for masturbation or sexual behavior with others (Ruggill 2004), in the way adult films played back on VCRs permitted. There were likewise no immersive erotic narratives (as there were in some text-based multi-user games), or complex game systems transforming lust into quantifiable and manageable resources (Brathwaite 2006). Instead, these games presented crudely “sexualized” arcade mechanics largely derivative from extant titles, reconfigured to add salacious elements that might appeal to adult audiences curious about the potential of video games to deliver pornographic content. This raises significant questions about pornography itself and what makes something “pornographic” in the first place. As Susanna Paasonen (2011, 80) describes, “pornography sports the ‘authentic presence’ of arousal and orgasm with the aid of the documentary powers of photography and cinematography by promising to convey indexical traces of the events that have taken place.” In the case of these 8-bit games, there were no indexical traces, no “authentic presences,” and certainly no documentary renditions of anything resembling “reality.” There were only pixels, moving around screens, vaguely gesturing toward juvenile associations and connotations with sex. Such suggestions were not only aggressively marketed by the games’ creators but also seized upon by those seeking to regulate their dissemination, rendering the need for “authenticity” somewhat moot. Ultimately, the graphically abstract rendering of the games gave them a polysemic quality, allowing them to sustain readings and dissimilar interpretations fueling debates ranging from what makes for good game design to what constitutes free speech. Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 82 Television & New Media 17(1) This essay returns to late 1982 to examine the production and distribution histories of Custer’s Revenge and the short run of 8-bit games, highlighting how these titles became overdetermined taboo objects that functioned less as desire machines than as controversy machines. As Eric Freedman (2007) writes, Atari’s origin story is often written as a series of annual reports, tracing the company’s financial demise—a tale of changing ownership and managerial missteps; but the more interesting tale is found in the deceptively simple narratives that played out on its consoles in family rooms across the nation. Moreover, the historical parallels between the adult film and video games industries’ respective migrations from public to private spaces during this time remain striking. Consider the similarities: both forms of cultural production that had been publicly consumed and, in the case of arcade games (and some pornography), performed in the open view of others in (typically) seedy locales on a pay-to-play basis had successfully migrated from venues of ill-repute to the privacy of home television screens during roughly the same time period. Ultimately, the cultural desires in the era to regulate sexual expression on emerging technologies, alongside the overwhelming failure by the games’ producers to recognize their own missteps in terms of game design and public relations, sent these games into a rapid tailspin from which they never recovered. Rather than just the problematic and juvenile gameplay and narratives that have long defined these games, it is also the acts of regulation that make up their lasting legacy. As Walter Kendrick (1987, 235) argues, the history of pornography is characterized by “the urge to regulate the behavior of those who seem to threaten the social order.” The makers of these games certainly fit that description for those seeking to contain such threats. In the end, both the game designs and regulatory responses were complex and often contradictory, adhering to what Michel Foucault calls the “rule of the tactical polyvalence of discourses.” That is, they were neither, as Foucault describes, “uniform nor stable,” nor were they necessarily simplistically delineated. “There is not, on the one side,” he writes, “a discourse of power, and opposite it, another discourse that runs counter to it. Discourses are tactical elements or blocks operating in the field of force relations” (Foucault 1990, 100–102). The competing discourses surrounding the adult-oriented Atari games of the 1980s embody such interwoven strategies, and the ways in which social power circulated around the games remain important to capture a clear historical picture of their downfall. Indeed, Custer’s Revenge, along with the other games, got it in the end—but not in the way their makers had hoped. “We Want Them Laughing”: Custer’s Origins During the late 1970s and early 1980s, the U.S. public had fallen in love with video games; in 1978, sales reached $454 million; by 1982, that figure had topped $5 billion (Donovan 2010, 81). Atari’s acquisition by Warner Communication in 1976 enabled the console giant to outlast its competition and enjoy vast market penetration during Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 83 the early 1980s. However, with the acquisition came a new, top-down focus on streamlining production (with an accompanying de-emphasis on tinkering) that resulted in a steady exodus of creative personnel. Four ex-Atari designers tired of not receiving any authorial recognition left to form Activision and began creating third-party Atari games. Atari/Warner subsequently sued Activision, and the companies settled out of court. But this precedent helped establish the current royalty system, and by 1982, a dozen-plus companies were producing Atari-compatible cartridges (Donovan 2010, 98). The video game industry was booming, and Time captured the moment in early January 1982 with a cover reading “Video Games Are Blitzing the World,” as new companies rushed in to seek out and capture part of the growing market share. It was squarely into this terrain that AMI dropped Custer’s Revenge and its other adultoriented games. Freelance marketing consultant Stuart Kesten—a former marketing manager for Sterling Drug, Inc. and L’Oreal—and Joel Martin—whose background was in the toy manufacturing industry—created AMI in late 1981 in Northridge, California, to manufacture plastic storage cases for video and audio equipment (Marguiles 1982b, E1, E6). After all, with home video exploding in popularity, rental stores needed stockpiles of the plastic cases to accommodate the increasing crowds streaming through their doors. Indeed, though fewer than 175,000 VCRs had been sold by 1978, a steep price drop led to a sales explosion: four million machines were in American homes by 1982 (Cahill 1988, 127–128). Given that adult videotapes made up nearly half of all available content in those early years, it makes sense that Kesten and Martin would seize on another idea that would link the “back room” of video stores to the similarly explosive video gaming market: create the first games intended for adults (Coopersmith 2000, 27).3 Under the brand name Mystique, they designed a “How to Score” series made up of three games: Custer’s Revenge, Bachelor Party, and Beat ’em & Eat ’em.4 These games were, ultimately, an attempt to transport users’ joysticks from living rooms into bedrooms, much as adult video companies were doing at the time with various home video formats. Given this, AMI licensed the “Swedish Erotica” brand name from Caballero Control Corporation (CCC), a veteran adult film production house and successful video distributor. AMI no doubt hoped that many of the same consumers familiar with CCC’s videos would be willing to try adult games.5 Licensing the “Swedish Erotica” label was, according to Kesten, intended to “help give the games credibility with video outlets that are used to selling [CCC’s] video cassettes” (Marguiles 1982b, E1). The games would retail for $49.95 (equivalent to $122 in 2015 dollars), $10 to $15 more than most other titles, following the tradition of adultoriented material commanding a higher market price (Bureau of Labor Statistics 2015; Coopersmith 1998, 94). AMI began publicity efforts in the fall of 1982, with a goal of releasing the three titles in time for Christmas. The games themselves were obvious, deliberate variations on familiar and recognizable Atari titles. Much like the decision to license the “Swedish Erotica” label, this strategy not only allowed AMI to push the games into the market quickly but also eliminated much of a learning curve for players. For example, Beat ’em & Eat ’em is essentially Kaboom! (Activision, 1981), only instead of catching bombs dropped by the “Mad Bomber” into buckets, the player’s objective is to maneuver two nude Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 84 Television & New Media 17(1) women beneath a man ejaculating from a rooftop. When all the semen is caught, the two women lick their lips, and a new level appears. Similarly, Bachelor Party is simply a re-skinned Breakout (Atari, 1976). But in lieu of striking colored bricks with a bouncing Pong-style ball, a nude man bounces around the screen careening into nude women. At the beginning of gameplay, the man has an erect penis, which gradually decreases after these “sexual encounters,” before rising again for a new level. Given the obvious sexual nature of these games, however rudimentary and crude their actual visuals and gameplay, AMI knew that they faced a specific obstacle in their quest for market success, namely, distributing and marketing a product clearly intended for adults in a landscape overwhelmingly associated with children’s entertainment—even if it was not just children actually playing the games. As publicity efforts began in earnest in October 1982, Kesten tried to mollify potential concerns alongside the standard marketing pitch: “Our object is not to arouse; our object is to entertain. When people play our games, we want them smiling, we want them laughing.” He continued, “If the kids get hold of them, it’ll be ok. There’s nothing wrong. They’re cartoonish; they’re tongue-in-cheek adult situations that are not offensive— except to the player when he doesn’t score enough points” (Marguiles 1982b, E1). In fact, AMI went even further as the release approached, saying that the games would not be sold to minors—a somewhat hollow promise, as that decision would be made by individual retailers (Wise 1982, 7).6 All of this conspicuous public outreach put AMI in a somewhat contradictory position: using the “Swedish Erotica” label to attract customers familiar with CCC’s pornographic video offerings was a deliberate attempt to position the games in a specific adults-only context, even as the company was entering a market aimed almost entirely at children and families. Yet none of this deterred AMI, which planned to have 750,000 units of the three games on the market before Christmas, and two-dozen additional titles for sale by the end of 1983. Kesten boasted to the press in mid-November 1982 that “AMI will become the nation’s second-largest video cartridge firm behind Atari” (Graham 1982, 110, 115). If AMI’s initial efforts to build buzz around the games had gone somewhat smoothly, the company’s next move was an unmitigated disaster. Planning to debut Custer’s Revenge at the National Music, Sound, and Video Conference in mid-October 1982, AMI invited “members of local area women’s groups and American Indian organizations to preview the game before the show opened,” an audacious combination of invitation and provocation that put AMI squarely on the national radar (Wise 1982, 7). On October 14, protesters from various women’s and Native Americans’ groups gathered outside the New York Hilton where the show was being held, along with members of the press happy to capture the burgeoning controversy. Michael Bush of the American Indian Community House of New York told reporters that the game provided “a reinforcement of the stereotyping of American Indians as something less than human,” while Robin Quinn of Women Against Pornography argued that, in the game, “rape is not only a legitimate form of revenge but a legitimate form of entertainment” (“Atari Trying to Halt X-Rated Video Games” 1982, 88; Haberman and Johnston 1982, B3). AMI did not backpedal in its subsequent response but instead inflamed tensions further, with a company spokesperson arguing that Custer’s Revenge featured Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 85 “consenting video images.” He added, “Besides, it’s not that literal. With Atari figures, you’re limited with how explicit you can get—they’re cruder than cartoon characters” (Haberman and Johnston 1982, B3). AMI’s attempt to defuse the controversy backfired dramatically and disastrously, and put the games even more squarely before an increasingly suspicious and wary public. Not surprisingly, Atari weighed in the following day, with Atari’s consumer electronics division president Michael Moone lamenting AMI’s decision to create and market the games. In a statement, he said, “Unfortunately, some individuals take refuge behind certain legal precepts to the dismay of the majority of the people” (Marguiles 1982a, H1). Two days later, the game giant said it would take legal action against AMI to keep its games off the market, for failing “to adequately disassociate itself from Atari, thereby capitalizing on Atari’s name and trademark” (“The Brouhaha over X-Rated Video Games” 1982, 145). Kesten responded to the growing furor, calling the protests and legal threat “amazing, since they have not seen the games.” He continued, “The purpose of the games was not and is not and will never be to offend anybody. I think they are making more out of it than it deserves” (Marguiles 1982a, H1). By that point, however, the fact that nearly no one had actually seen the games mattered little; as with pornography in general in the early 1980s, the perception of danger dominated the discourse. Indeed, just as AMI was in the midst of these challenges, another powerful voice decrying video games joined the conversation. On November 9, 1982, during a speech on family violence at the University of Pittsburgh, United States, Surgeon General C. Everett Koop expressed concern that video games might be hazardous to the health of children, claiming that they were becoming addicted “body and soul.” Noting that he had no specific evidence to back up the claim, Koop nevertheless maintained that video games could lead to adverse mental and physical effects and incite children to violence (“Surgeon General Sees Danger in Video Games” 1982, A16). Reaction from game manufacturers was swift, with industry groups calling for an immediate retraction; Atari Chairman Raymond Kassar told reporters, “We are appalled,” and the National Coin Machine Institute sent a telegram to President Ronald Reagan characterizing the incident as “an uncalled-for witch hunt.” Koop issued a statement saying his remarks were representative only of his personal views, but refused to retract them (Blustein 1982, 10). The damage, however, had been done. The game industry, along with its escalating sales and public popularity, was now associated with encouraging and inciting violent behavior in children.7 For AMI, what followed was a series of legal actions, beginning with Atari filing a lawsuit for perceived intellectual property infringement. Specifically, Atari believed its customers would associate AMI’s products with Atari’s brand despite the disclaimer on the game boxes that read “Mystique is not affiliated with Atari, Inc.” (see the bottom of Figure 1). “Several people have written to us that they are distressed that Atari would be doing this,” noted Atari’s attorney Kenneth J. Nussbacher. “People have been telling us they are going to throw out our products.” Yet, he was also aware of the constitutional issues involved, claiming the company wanted to avoid First Amendment battles by limiting the suit to trademark concerns—a creative workaround, given that the real anxiety was over content (“The Brouhaha over X-Rated Video Games” 1982, Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 86 Television & New Media 17(1) Figure 1. Box art for Custer’s Revenge (1982). Source: atariage.com. Figure 2. Screen shot of Custer’s Revenge (1982). Source: atariage.com. Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 87 145). As the New York Times correctly pointed out, Atari’s actions could be seen as an emblematic response to broader tensions regarding the encroachment of pornography onto new consumer technologies such as the VCR and cable television (“The Brouhaha over X-Rated Video Games” 1982, 145). In Atari’s case, that meant stemming the tide as quickly as possible to restore an aura of “decency” to its brand. Indeed, Moone, claiming that Atari was receiving some 1,500 complaints per day by mid-November 1982, told People that “we’ve built a business on family entertainment. We want those games off the market” (Graham 1982, 115).8 Lending their considerable weight to the public discourse surrounding the growing controversy were the various feminist groups that had been involved from the first protest outside the New York Hilton. Indeed, at the 1982 National Organization for Women convention, copies of a petition protesting Custer’s Revenge were distributed to representatives of more than eight hundred local chapters. When Ms. Magazine covered the controversy, noting NOW’s involvement, AMI continued its disastrous public reactions pattern, with a company spokesperson claiming that Custer’s Revenge was “strictly for fun. These little . . . figures are not doing violence to women. The only thing that might be construed as violent is tying an Indian maiden to a post and ravishing her, but he doesn’t beat her first” (Hornaday 1983, 21).9 Such statements, along with the strong associations between children and games, turned the company’s products into a political target extending beyond feminist mobilization. In the United States, a handful of local governments used “the family” as the basis for regulatory action. In October 1982, the Oklahoma City Council passed a resolution denouncing Custer’s Revenge and other adult games as “distasteful” and “not in the best interests of the community” (Paschal 1983). Also in October, Suffolk County, New York, legislator Philip Nolan held hearings to determine whether or not the adult video games posed an “imminent danger to the health and safety” of county citizens (Rather 1983, 6). In mid-November, the Los Angeles County Board of Supervisors, after testimony from the County Commission on the Status of Women, voted to draw up an ordinance banning the sale of certain adult video games deemed offensive to American Indians and women, and planned to ask the State of California to ban such games as well (Michaelson 1982, D4). For AMI, the tide had irrevocably turned, and the plans to capture a massive market in time for Christmas were all but doomed. In a last-ditch attempt to restore credibility and reduce legal scrutiny, AMI filed suit against Suffolk County on November 30, 1982. AMI sought $11 million in damages, claiming that the county had violated its constitutional rights and deterred distributors from ordering the game. Attorney John Weston (who had represented the adult film industry in similar legal actions) warned that AMI would be “vigorous” in pursuing legal action against similar efforts to prohibit sales of the company’s games (Baron 1982, E1). Neither side, however, gained much traction: AMI dropped the suit in February 1983, and Suffolk County never progressed beyond the idea stage in terms of regulating adult video games (“Long Island Journal” 1983, L13). By that point, however, AMI’s overall efforts had already come to a complete halt. In early January 1983, AMI discontinued distribution of all the adult games, including Custer’s Revenge. Kesten’s final commentary on the matter was more of the contradictory mix Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 88 Television & New Media 17(1) that had defined AMI’s efforts: “The publicity was just so negative that it was interfering with our company’s business.” Yet, as if to backpedal one last time, he also noted that stopping production of the game “was the proper thing to do” (Paschal 1983). With that, AMI retreated permanently from the video games market. But Custer’s Revenge and the other games did not go with them. Custer’s Redux: Playaround and the “Double Enders” Following AMI’s decision to discontinue Custer’s Revenge, JHM, Ltd., the Hong Kongbased manufacturer, found a new distributor for the “How to Score” series in early 1983. California-based GameSource would market Beat ’em & Eat ’em and Bachelor Party under their label Playaround. Hoping to foreclose some of the publicity turmoil, and in the process raising the bar on the “desire machine” patina surrounding the issue, GameSource also decided to package the games in a faux-leather case (inside the regular game box), with a miniature lock and key, ostensibly to keep children from having access, but also creating an aura of erotic desirability which did not emanate from the gameplay itself. Most of all, aware of the disastrous negative publicity, GameSource distanced itself from the toxic Custer’s Revenge and its media circus. Spokesperson Richard Miller wasted no time getting a statement to the press: We are 100% in favor of good sexual fun between consenting video images, but no company would want to be associated with either racism or violence toward women. Such things have no place within the context of a video game. (Marguiles 1983, G7) Curiously, this vociferous rejection of the game extended only to the American market. Despite GameSource’s public statements, the company continued to distribute the game in international markets with a few modifications. Custer’s Revenge was renamed Westward Ho, and the Native American woman’s hand now waved in a “come hither” gesture as the General approached. That simple gesture (along with a slight wobble of her breasts each time the hand moved) was apparently enough to ease GameSource’s concerns about “racism and violence toward women,” and to create an aura of “good sexual fun,” at least for international consumers. But this was hardly the only misdirection and attempt to manipulate the media and consumers. In fact, the entire “new company” narrative was all but fabricated—and not very well, as a Ms. Magazine investigation discovered (Skurnik 1983, 27). The president of Playaround was none other than Joel Martin, Kesten’s partner in AMI, and JHM, Ltd. stood for “Joel H. Martin.” Playaround was created to make the withdrawal announcement, dampen some of the controversy, and keep the games on the market. Martin had clearly bought out Kesten’s share of the company (minus the Mystique name and Swedish Erotica licensing) and crafted a narrative to make it appear as if a new, completely unrelated company with a commitment to responsibility had taken over the games. Indeed, even Miller’s “consenting video images” statement had been crafted by AMI’s publicists (Skurnik 1983, 27). It was an inauspicious reset. Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 89 Figure 3. Playaround’s distinct “double-ender” cartridge design. Source: atariage.com. Along with the misdirection attempt, Martin’s Playaround also left an indelible historical mark with a fumbling attempt to create adult games intended for women. Indeed, Playaround’s legacy must surely be defined by the production of the “doubleender” game cartridges and their intended purpose. Named for their distinctive design, these long cartridges offered players two different games, accessible simply by turning the cartridge around and re-inserting it into the Atari system (Figure 3). Physical design choice was merely the beginning: the game pairings were made so that there was ostensibly a title designed for heterosexual men and another for heterosexual women. Playaround’s impulse might have been to eradicate charges of sexism that had plagued AMI by creating something “for” women (even if only to stabilize the market by alleviating criticism), but the result was a bizarre, oddly constructed set of game premises that further illustrate the distanciation from traditional erotic material, as well as the difficulty of combining 8-bit technology, sex, and gameplay (to say nothing of the attempt to manufacture a niche erotic game market for adult women). The key to the “double-enders” was a simple inversion of the characters and ludic activities, making it easier to create a second game. For example, in international Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 90 Television & New Media 17(1) markets, Westward Ho was “flipped” as General Re-treat, in which the Native American woman, here given the name “Revenge,” approaches a bound Custer, dodging cannon fire, before having sex with him. Bachelor Party was flipped as Bachelorette Party, with a simple gender inversion of the characters marking the only difference. Beat ’em & Eat ’em was flipped as Philly Flasher. In this version, nude men stand below a lactating woman, catching her milk drops, concluding with masturbation and ejaculation upon level completion. This effort to force the mechanics of the original game into a flipped version resulted in simultaneously juvenile and fetishistic scenarios that reveal the difficulty of 8-bit adult game design. Playaround also created three new titles, which were then also flipped. Jungle Fever and its inverted version Burning Desire features a nude man (or woman) hovering from a helicopter dodging stones thrown by cannibals while trying to save a man (or woman) from being consumed by flames. By ejaculating (or lactating), the player extinguishes the flames. Cathouse Blues—flipped as Gigolo—offers a slightly more elaborate narrative. A licentious man (or woman) dodges police and muggers while visiting brothels, paying in each one for sex with prostitutes. Knight on the Town or Lady in Wading, the least “erotic” of the new titles, follows a knight building a drawbridge across a moat to save a princess (or prince), all the while dodging a dragon, alligator, and gremlin. These new games were not offered on the same “double-ender” cartridges, but were instead distributed in odd pairings. Once again, this effort was no more than the re-skinning of already derivative games. It is unclear whether the revamped packaging, the double-ender design, and the “new” game offerings were elements that Martin carried over from Mystique—but it certainly seems possible. Nevertheless, the point remains that the marketing and game design were equally clumsy with attempts to force vaguely erotic elements into traditional game mechanics—ejaculate and breast milk, most frequently—being indicative of poor game design and strange depictions of the sort of “traditional” sexual behavior that was ostensibly the goal. Playaround’s ham-fisted attempt to create a women’s market by gender-swapping the avatars was an abject failure, as was any attempt to generate even a modicum of sophomoric humor. In addition to their crass offensiveness, as critic Tim Moriarty (1983, 19) noted at the time, the games were also poorly designed to the point of triggering actual player boredom. For Playaround, there was an entire community of players that was being ignored. But women were not asking for these games; in fact, it seemed nobody was asking for them. GameSource shut down the Playaround line shortly after initiating the deal with JHM, Ltd. “Somewhere in Between”: Gamex and X-Man This situation changed slightly in 1983 with Universal Gamex’s X-Man, which had no connection to Marvel’s X-Men comic book. Created by Alan Roberts, a former director of industrial and softcore adult films, the player in X-Man must navigate a nude man, replete with 8-bit erection, through a Pac-Man-like maze containing moving scissors, teeth, and crabs (Figure 4). If the player can reach the door at the center of the board, the screen changes to a wide profile view of what the game manual called “a sexy surprise.” Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 91 Figure 4. Screen shot of Universal Gamex’s X-Man (1983). Source: atariage.com. There, the player controls a blocky man having sex with “the sexy blonde” woman for thirty seconds (X-Man Game Manual 1983). Each subsequent completed maze level offers a new “sexy surprise,” with different sexual positions awaiting the player. Although it is difficult to argue that Roberts’ X-Man is a well-designed game or that it offers engaging or erotic play, it is nevertheless an interesting attempt at pairing game mechanics and a scoring system with a premise in ways that the previous games failed to achieve. A few observations should throw its gameplay differences into further relief. First, X-Man sports a modest complexity of design (again, relatively speaking) where one must navigate challenges on one screen before arriving at another. This did not exist in previous, single-screen adult games. Second, instead of presenting the sexual union between the woman and the (X-)man as the endgame, the 8-bit coitus in the second gameplay screen presents yet another challenge. The objective during this quasirhythm mini-game is to match the woman’s movements to maximize her orgasms (visualized by her flashing nipples), gaining points on a “sexual excitement meter” with each thrust. A countdown timer adds to the tension, with bonus points awarded for how quickly the player reaches climax. Finally, we see a modicum of symbolic playfulness absent from the previous offerings in the game’s villains, with the malicious scissors, teeth, and crabs that guard the player’s path clearly playing on fears of castration, the vagina dentata, and venereal diseases.10 If the previous game makers tended anxiously to teeter between two distinct poles regarding their games—they were either harmless and fine for children or, like the Swedish Erotica line, designed for adult titillation—then Roberts showed a surprising degree of nuance about his creation. He also clearly understood the nexus of technological limitation and pornography regulation, unlike his predecessors. “If pornography is defined as arousing prurient interests,” said Roberts, Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 92 Television & New Media 17(1) then I have yet to see anyone who has been aroused by X-Man or any other adult game . . . They don’t fit in with regular games and they don’t fit in with adult movies. They’re somewhere in between. They’re adult, but they’re not pornographic. (Moriarty 1983, 60) Roberts was undoubtedly correct. However, given what comprised the “sexy surprises” of X-Man, that was surely only because 8-bit technology did not allow for more visually sophisticated renderings. In any case, for Gamex it was too late. We have not had the full support of the major wholesalers in the U.S. They have designed corporate policies in many cases in reaction to the bad publicity of the Mystique games. They have decided that all videogames are naughty. (Moriarty 1983, 19) Custer’s Revenge had effectively poisoned the well. Conclusion: The Regulatory Money Shot If the January 1982 Time cover story captured the excitement surrounding the video game industry, the fervor was short-lived. By fall 1983, the industry was reeling, suffering from a glut of poorly designed games well beyond the adult titles described here. Even Atari lost a staggering $536 million in 1983, along with CEO Raymond Kassar, who resigned in the middle of the collapse (Kleinfield 1983, D4). And while the market failure of the adult games was a small piece of a much larger economic crisis, it suggests a crucial question specific to their intended genre: what is the “money shot” in adult video games? This familiar moment of narrative closure in hard-core pornography presents (typically male) visible ejaculation at the conclusion of a scene.11 It captures, as Linda Williams (1999, 101) describes, “the visual evidence of the mechanical ‘truth’ of bodily pleasure caught in involuntary spasm.” The “money shot,” standing in for the efforts to capture pleasure in mediated form—what Williams (1999, 36) calls “the frenzy of the visible”—becomes especially relevant for 8-bit video games, and raises questions about the nature and definition of pornography more generally. Could an 8-bit game, with all of its technological, representational, and narrative limitations capture and present this sort of “truth”—particularly in a climactic (both narrative and sexual) sense? The answer was no: these games—these desire machines—were not about closure; they could not be “finished” in the same way as an adult film scene. Nor could they actually depict sexual pleasure, unlike their home video cousins, or offer the kind of “resonance” that Paasonen (2011, 16) describes as “moments and experiences of being moved, touched, and affected” by what spectators see in pornography. The actual games offered little more than the idea of sex wrapped up in a shiny new technology. The “money shot,” as it were, might have been the anticipation of something that, in the end, could never actually be delivered. That distinction, though, was meaningless in terms of regulation. After all, as Kendrick (1987, xiii) argues, pornography is “not a thing but a concept, a thought structure,” meaning the idea of sex was dangerous enough for those seeking to contain and limit its expressions, however dull and technologically simple. Adult games, Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 93 at least on the Atari 2600, disappeared—but not before they played a crucial and somewhat forgotten role in the cultural regulation of pornography in the early 1980s.12 The rudimentary design and commercial failure of the Atari adult-oriented games belie their complexity and importance as charged cultural objects existing at the nexus of technology, sex, and economics. Moving forward, media historians and game scholars should expand Krzywinska’s notion of “desire machines” to include more diffuse operators and actors beyond the game console or the individual titles. There is not one but at least three drivers of anticipatory pleasures in this history: (1) the game designs, (2) the manufacturing and marketing of the carts and packaging, and (3) the controversy, public debate, and ensuing regulation. This last emphasis should continue to account for Foucault’s “field of force relations” and the ways in which the controversy occurred in complex and multivalent ways—not least of which was how the game manufacturers harnessed the commercial power of sexual taboos in the hopes they would garner the same attention (and success) that adult video was gaining. Ultimately, the affective power of these games resided not in what was realized graphically but in what was teased and withheld from view, not just for potential consumers but critics as well. After all, the overwhelming majority of the public outcry over the original games occurred in the absence of actual knowledge of the games themselves. If the “money shot” in adult film is the visual “proof” that pleasure has occurred, then perhaps the climactic event for the adult Atari games was not in the content but in the regulations that transformed suspect ideas into taboo technologies of desire. The controversy that surrounded these games is inseparable now from how we understand their attempts at stoking anticipatory pleasures. Both served as “desire machines,” embodying Foucault’s (1990, 105–106) belief that sexuality is “a great surface network in which the stimulation of bodies, the intensification of pleasures, the incitement to discourse, the formation of special knowledges, the strengthening of controls and resistances, are linked to one another.” Custer’s Revenge and the other adult-oriented Atari games of the 1980s characterize just such a node on the “surface network” of tensions and anxieties of the era and, as such, represent much more than a failed and forgotten entertainment technology. In the end, they symbolize a general desire for regulation and the disciplining of how sexual gameplay might yet be imagined and configured, however crudely, for newly mediated spaces. Acknowledgments The authors wish to thank Diane Negra, the editorial staff of Television & New Media, and the anonymous reviewers for their help with this article Declaration of Conflicting Interests The authors declared no potential conflicts of interest with respect to the research, authorship, and/or publication of this article. Funding The authors received no financial support for the research, authorship, and/or publication of this article. Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 94 Television & New Media 17(1) Notes 1. See, for example, Tristan Donovan (2010) and Mark J. P. Wolf (2007, 110). 2. Technically, the term 8-bit refers to a game’s processor and its capabilities. More frequently, the term serves as shorthand for the second-generation (1976–1984) and third-generation (1983–1990) of video game console development. 3. There was one antecedent: Softporn Adventure, a text-based game created in 1981 by Charles Benton and released by On-Line Systems (later Sierra On-Line) for the Apple II computer (along with a version for the Atari 800; see Nooney 2014 and “Softporn” 1982, 33). 4. This emphasis on the double meaning of “scoring” runs throughout the games’ promotional literature. AMI planned (but never ran) advertisements in Playboy and Penthouse that would have boasted, “When you score . . . you score!” further solidifying the framework (Marguiles 1982b, E1; “Video Games are Revealing” 1982, A8). 5. The “Swedish Erotica” line had nothing to do with Sweden; instead, it was a marketing ploy by Caballero to associate its products with the constructed sexual cultures of Scandinavia that had found cinematic success since the 1960s. See Eric Schaefer (2014, 207–234). 6. Video game retailers still decide what titles are sold to whom, based on the recommendations of the Entertainment Software Rating Board (ESRB), created in 1994. For example, major retailers typically don’t sell “M” (for mature) games to those 17 years of age or younger, and most refuse outright to stock “AO” (adult only) titles. 7. The fears of a connection between media and violence in children that played out during this period had roots in the comic book crisis of the late 1940s, as described in David Hajdu (2009). The first similar panic to strike the games industry was in 1976, following the release of Death Race (based loosely on the film of the same name), as described in Carly A. Kocurek’s (2012) essay. 8. Moone did not mention that, in 1973, Atari had released Gotcha, an arcade game colloquially known among its developers as the “boob game” for its two pink, breast-shaped controllers. The game was not successful and did not last on the market long (Brathwaite 2006, 27). 9. Such statements become a rallying point within the antipornography feminist movements of the era, and references to the game appeared in Andrea Dworkin’s Letters from a War Zone (1986, 317) as well as in the Final Report of the Attorney General’s Commission on Pornography (U.S. Attorney General’s Commission on Pornography, 1986, 221). 10. From the game box: Coming at you are the “Crabs” with their claws ready to tear your privates apart. Next come the “Scissors” whose sharp blades can cut off your manhood. And last are the “Teeth” who snap with a vise-like grip that will leave more than just marks. Get the picture? (X-Man Game Box 1983) 11. In his adult filmmaking handbook, Steven Ziplow (1977, 34) describes the importance of the “money shot” within the industry: “There are those who believe the . . . ‘money shot’ is the most important element in the movie and that everything else (if necessary) should be sacrificed at its expence.” 12. Adult games did find success later, beginning with Leisure Suit Larry in the Land of the Lounge Lizards (1987). The wildly successful game, created by Al Lowe for Sierra On-Line, was essentially a remake of Softporn Adventure with added graphics, and spawned numerous sequels (Morrissette 1999, NP). Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015 Payne and Alilunas 95 References “Atari Trying to Halt X-Rated Video Games.” 1982. Ocala Star-Banner, October 17, 88. Baron, Martin. 1982. “Ban on Adult Video Games Triggers Suit.” Los Angeles Times, December 1, E1. Blustein, Paul. 1982. “Video-Game Makers Zap Surgeon General over Health Remark.” Wall Street Journal, November 11, 10. Brathwaite, Brenda. 2006. Sex in Video Games. Newton Centre, MA: Charles River Media. “The Brouhaha over X-Rated Video Games.” 1982. New York Times, October 24, 145. 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The Film Maker’s Guide to Pornography. New York: Drake Publishers. Author Biographies Matthew Thomas Payne is an assistant professor of Media Studies at the University of Alabama. He is a coeditor of Flow TV: Television in the Age of Media Convergence and Joystick Soldiers: The Politics of Play in Military Video Games, and has work appearing in “Games and Culture,” “Critical Studies in Media Communication,” and numerous academic anthologies. Peter Alilunas is an assistant professor of Media Studies at the University of Oregon. His work has appeared in Creative Industries Journal, Film History, and Camera Obscura, and is forthcoming in the anthology From Porno Chic to the Sex Wars (2015). Downloaded from tvn.sagepub.com at UNIVERSIDAD DE CONCEPCION on December 18, 2015