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Apple, Carmen Sandiego, and the Rise of Edutainment

If there was any one application that was the favorite amongst early boosters of personal computing, it was education. Indeed, it could sometimes be difficult to find one of those digital utopianists who was willing to prioritize anything else — unsurprisingly, given that so much early PC culture grew out of places like The People’s Computer Company, who made “knowledge is power” their de facto mantra and talked of teaching people about computers and using computers to teach with equal countercultural fervor. Creative Computing, the first monthly magazine dedicated to personal computing, grew out of that idealistic milieu, founded by an educational consultant who filled a big chunk of its pages with plans, schemes, and dreams for computers as tools for democratizing, improving, and just making schooling more fun. A few years later, when Apple started selling the II, they pushed it hard as the learning computer, making deals with the influential likes of the Minnesota Educational Consortium (MECC) of Oregon Trail fame that gave the machine a luster none of its competitors could touch. For much of the adult public, who may have had their first exposure to a PC when they visited a child’s classroom, the Apple II became synonymous with the PC, which was in turn almost synonymous with education in the days before IBM turned it into a business machine. We can still see the effect today: when journalists and advertisers look for an easy story of innovation to which to compare some new gadget, it’s always the Apple II they choose, not the TRS-80 or Commodore PET. And the iconic image of an Apple II in the public’s imagination remains a group of children gathered around it in a classroom.

For all that, though, most of the early educational software really wasn’t so compelling. The works of Edu-Ware, the first publisher to make education their main focus, were fairly typical. Most were created or co-created by Edu-Ware co-founder Sherwin Steffin, who brought with him a professional background of more than twenty years in education and education theory. He carefully outlined his philosophy of computerized instruction, backed as it was by all the latest research into the psychology of learning, in long-winded, somewhat pedantic essays for Softalk and Softline magazines, standard bearers of the burgeoning Apple II community. Steffin’s software may or may not have correctly applied the latest pedagogical research, but it mostly failed at making children want to learn with it. The programs were generally pretty boring exercises in drill and practice, lacking even proper titles. Fractions, Arithmetic Skills, or Compu-Read they said on their boxes, and fractions, arithmetic, or (compu-)reading was what you got, a series of dry drills to work through without a trace of wit, whimsy, or fun.

The other notable strand of early PC-based education was the incestuous practice of using the computer to teach kids about computers. The belief that being able to harness the power of the computer through BASIC would somehow become a force for social democratization and liberation is an old one, dating back to even before the first issues of Creative Computing — to the People’s Computer Club and, indeed, to the very researchers at Dartmouth University who created BASIC in the 1960s. As BASIC’s shortcomings became more and more evident, other instructional languages and courses based on them kept popping up in the early 1980s: PILOT, Logo, COMAL, etc. This craze for “computer literacy,” which all but insisted that every kid who didn’t learn to program was going to end up washing dishes or mowing lawns for a living, peaked along with the would-be home-computer revolution in about 1983. Advocating for programming as a universal life skill was like suggesting in 1908 that everyone needed to learn to take a car apart and put it back together to prepare for the new world that was about to arrive with the Model T — which, in an example of how some things never really change, was exactly what many people in 1908 were in fact suggesting. Joseph Weizenbaum of Eliza fame, always good for a sober corrective to the more ebullient dreams of his colleagues, offered a take on the real computerized future that was shockingly prescient by comparing the computer to the electric motor.

There are undoubtedly many more electric motors in the United States than there are people, and almost everybody owns a lot of electric motors without thinking about it. They are everywhere, in automobiles, food mixers, vacuum cleaners, even watches and pencil sharpeners. Yet, it doesn’t require any sort of electric-motor literacy to get on with the world, or, more importantly, to be able to use these gadgets.

Another important point about electric motors is that they’re invisible. If you question someone using a vacuum cleaner, of course they know that there is an electric motor inside. But nobody says, “Well, I think I’ll use an electric motor programmed to be a vacuum cleaner to vacuum the floor.”

The computer will also become largely invisible, as it already is to a large extent in the consumer market. I believe that the more pervasive the computer becomes, the more invisible it will become. We talk about it a lot now because it is new, but as we get used to the computer it will retreat into the background. How much hands-on computer experience will students need? The answer, of course, is not very much. The student and the practicing professional will operate special-purpose instruments that happen to have computers as components.

The pressure to make of every kid a programmer gradually faded as the 1980s wore on, leaving programming to those of us who found it genuinely fascinating. Today even the term “computer literacy,” always a strange linguistic choice anyway, feels more and more like a relic of history as this once-disruptive and scary new force has become as everyday as, well, the electric motor.

As for those other educational programs, they — at least some of them — got better by mid-decade. Programs like Number Munchers, Math Blaster, and Reader Rabbit added a bit more audiovisual sugar to their educational vegetables along with a more gamelike framework to their repetitive drills, and proved better able to hold children’s interest. For all the early rhetoric about computers and education, one could argue that the real golden age of the Apple II as an educational computer didn’t begin until about 1983 or 1984.

By that time a new category of educational software, partly a marketing construct but partly a genuinely new thing, was becoming more and more prominent: edutainment. Trip Hawkins, founder of Electronic Arts, has often claimed to have invented the portmanteau for EA’s 1984 title Seven Cities of Gold, but this is incorrect; a company called Milliken Publishing was already using the label for their programs for the Atari 8-bit line in late 1982, and it was already passing into common usage by the end of 1983. Edutainment dispensed with the old drill-and-practice model in preference to more open, playful forms of interactions that nevertheless promised, sometimes implicitly and sometimes explicitly, to teach. The skills they taught, meanwhile, were generally not the rigid, disembodied stuff of standardized tests but rather embedded organically into living virtual worlds. It’s all but impossible to name any particular game as the definitive first example of such a nebulous genre, but a good starting point might be Tom Snyder and Spinnaker Software.

Tom Snyder, 1984

Tom Snyder, 1984

Snyder had himself barely made it through high school. He came to blame his own failings as a student on his inability to relate to exactly the notions of arbitrary, contextless education that marked the early era of PC educational software: “Here, learn this set of facts. Write this paper. This is what you must know. This is what’s important.” When he became a fifth-grade teacher years later, he made it a point to ground his lessons always in the real world, to tell his students why it was useful to know the things he taught them and how it all related to the world around them. He often used self-designed games, first done with pencil and paper and cardboard and later done on computers, to let his students explore knowledge and its ramifications. In 1980 he founded a groundbreaking development company, Tom Snyder Productions, to commercialize some of those efforts. One of them became Snooper Troops, published as one of Spinnaker’s first titles in 1982; it had kids wandering around a small town trying to solve a mystery by compiling clues and using their powers of deduction. The next year’s In Search of the Most Amazing Thing, still a beloved memory of many of those who played it, combined clue-gathering with elements of economics and even diplomacy in a vast open world. Unlike so much other children’s software, Snyder’s games never talked down to their audience; children are after all just as capable of sensing when they’re being condescended to as anyone else. They differed most dramatically from the drill-and-practice software that preceded them in always making the educational elements an organic part of their worlds. One of Snyder’s favorite mantras applies to educational software as much as it does to any other creative endeavor and, indeed, to life: “Don’t be boring.” The many games of Tom Snyder Productions, most of which were not actually designed by Snyder himself, were often crude and slow, written as often as not in BASIC. But, at least at the conceptual level, they were seldom boring.

It’s of course true that a plain old game that requires a degree of thoughtfulness and a full-on work of edutainment can be very hard to disentangle from one another. Like so much else in life, the boundaries here can be nebulous at best, and often had as much to do with marketing, with the way a title was positioned by its owner, as with any intrinsic qualities of the title itself. When we go looking for those intrinsics, we can come up with only a grab bag of qualities of which any given edutainment title was likely to share a subset: being based on real history or being a simulation of some real aspect of science or technology; being relatively nonviolent; emphasizing thinking and logical problem-solving rather than fast reflexes. Like pornography, edutainment is something that many people seemed to just know when they saw it.

That said, there were plenty of titles that straddled the border between entertainment and edutainment. Spinnaker’s Telarium line of adventure games is a good example. Text-based games that were themselves based on books, published by a company that had heretofore specialized in education and edutainment… it wasn’t hard to grasp why parents might be expected to find them appealing, even if they were never explicitly marketed as anything other than games. Spinnaker’s other line of adventures, Windham Classics, blurred the lines even more by being based on acknowledged literary classics of the sort kids might be assigned to read in school rather than popular science fiction and fantasy, and by being directly pitched at adolescents of about ten to fourteen years of age. Tellingly, Tom Snyder Productions wrote one of the Windham Classics games; Dale Disharoon, previously a developer of Spinnaker educational software like Alphabet Zoo, wrote two more.

A certain amount of edutational luster clung to the text adventure in general, was implicit in much of the talk about interactive fiction as a new form of literature that was so prevalent during the brief bookware boom. One could even say it clung to the home computer itself, in the form of notions about “good screens” and “bad screens.” The family television was the bad screen, locus of those passive and mindless broadcasts that have set parents and educators fretting almost from the moment the medium was invented, and now the home of videogames, the popularity of which caused a reactionary near-hysteria in some circles; they would inure children to violence (if they thought Space Invaders was bad, imagine what they’d say about the games of today!) and almost literally rot their brains, making of them mindless slack-jawed zombies. The computer monitor, on the other hand, was the good screen, home of more thoughtful and creative forms of interaction and entertainment. What parent wouldn’t prefer to see her kid playing, say, Project: Space Station rather than Space Invaders? Home-computer makers and software publishers — at least the ones who weren’t making Space Invaders clones — caught on to this dynamic early and rode it hard.

As toy manufacturers had realized decades before, there are essentially two ways to market children’s entertainment. One way is to appeal to the children themselves, to make them want your product and nag Mom and Dad until they relent. The other is to appeal directly to Mom and Dad, to convince them that what you’re offering will be an improving experience for their child, perhaps with a few well-placed innuendoes if you can manage them about how said child will be left behind if she doesn’t have your product. With that in mind, it can be an interesting experiment to look at the box copy from software of the early home-computer era whilst asking yourself whether it’s written for the kids who were most likely to play it or the parents who were most likely to pay for it — or whether it hedges its bets by offering a little for both. Whatever else it was, emphasizing the educational qualities of your game was just good marketing; a 1984 survey found that 46 percent of computers in homes had been purchased by parents with the primary goal of improving their children’s education. It was the perfect market for the title that would come to stand alongside The Oregon Trail as one of the two classic examples of 1980s edutainment software.

Doug, Cathy, and Gary Carlston, 1983

Doug, Cathy, and Gary Carlston, 1983

The origins of the game that would become known as Where in the World is Carmen Sandiego? are confused, with lots of oft-contradictory memories and claims flying around. However, the most consistent story has it beginning with an idea by Gary Carlston of Brøderbund Software in 1983. He and his brother Doug had been fascinated by their family’s almanac as children: “We used to lie there and ask each other questions out of the almanac.” This evolved into impromptu quiz games in bed after the lights went out. Gary now proposed a game or, better yet, a series of games which would have players running down a series of clues about geography and history, answerable via a trusty almanac or other reference work to be included along with the game disk right there in the box.

Brøderbund didn’t actually develop much software in-house, preferring to publish the work of outside developers on a contract basis. While they did have a small staff of programmers and even artists, they were there mainly to assist outside developers by helping with difficult technical problems, porting code to other machines, and polishing in-game art rather than working up projects from scratch. But this idea just seemed to have too much potential to ignore or outsource. Gary was therefore soon installed in Brøderbund’s “rubber room” — so-called because it was the place where people went to bounce ideas off one another — along with Lauren Elliott, the company’s only salaried game designer; Gene Portwood, Elliott’s best friend, manager of Brøderbund’s programming team, and a pretty good artist; Ed Bernstein, head of Brøderbund’s art department; and programmer Dane Bigham, who would be expected to write not so much a game as a cross-platform database-driven engine that could power many ports and sequels beyond the Apple II original.

Gary’s first idea was to name the game Six Crowns of Henry VIII, and to make it a scavenger hunt for the eponymous crowns through Britain. However, the team soon turned that into something wider-scoped and more appealing to the emerging American edutainment market. You would be chasing an international criminal ring through cities located all over the world, trying to recover a series of stolen cultural artifacts, like a jade goddess from Singapore, an Inca mask from Peru, or a gargoyle from Notre Dame Cathedral (wonder how the thieves managed that one). It’s not entirely clear who came up with the idea for making the leader of the ring, whose capture would become the game’s ultimate goal, a woman named Carmen Sandiego, but Elliott believes the credit most likely belongs to Portwood. Regardless, everyone immediately liked the idea. “There were enough male bad guys,” said Elliott later, and “girls [could] be just as bad.” (Later, when the character became famous, Brøderbund would take some heat from Hispanic groups who claimed that the game associated a Hispanic surname with criminality. Gary replied with a tongue-in-cheek letter explaining that “Sandiego” was actually Carmen’s married name, that her maiden name was “Sondberg” and she was actually Swedish.) When development started in earnest, the Carmen team was pared down to a core trio of Eliott, who broadly speaking put together the game’s database of clues and cities; Portwood, who drew the graphics; and Bigham, who wrote the code. But, as Eliott later said, “A lot of what we did just happened. We didn’t think much about it.”

Where in the World is Carmen Sandiego?

To play that first Carmen Sandiego game today can be just a bit of an underwhelming experience; there’s just not that much really to it. Each of a series of crimes and the clues that lead you to the perpetrator are randomly generated from the game’s database of 10 possible suspects, 30 cities, and 1000 or so clues. Starting in the home city of the stolen treasure in question, you have about five days to track down each suspect. Assuming you’re on the right track, you’ll get clues in each city as to the suspect’s next destination among the several possibilities represented by the airline connections from that city: perhaps he “wanted to know the price of tweed” or “wanted to sail on the Severn.” (Both of these clues would point you to Britain, more specifically to London.) If you make the right deductions each step of the way you’ll apprehend the suspect in plenty of time. You’ll know you’ve made the wrong choice if you wind up at a dead-end city with no further clues on offer. Your only choice then is to backtrack, wasting precious time in the process. The tenth and final suspect to track down is always Carmen Sandiego herself, who for all of her subsequent fame is barely characterized at all in this first installment. Capture her, and you retire to the “Detective Hall of Fame.” There’s a little bit more to it, like the way that you must also compile details of the suspect’s appearance as you travel so you can eventually fill out an arrest warrant, but not a whole lot. Any modern player with Wikipedia open in an adjacent window can easily finish all ten cases and win the game in a matter of a few hours at most. By the time you do, the game’s sharply limited arsenal of clues, cities, and stolen treasures is already starting to feel repetitive.

Which is not to say that Carmen Sandiego is entirely bereft of modern appeal. When my wife and I played it over the course of a few evenings recently, we learned a few interesting things we hadn’t known before and even discovered a new country that I at least had never realized existed: the microstate of San Marino, beloved by stamp and coin collectors and both the oldest and the smallest constitutional republic in the world. My wife is now determined that we should make a holiday there.

Still, properly appreciating Carmen Sandiego‘s contemporary appeal requires of us a little more work. The logical place to start is with that huge World Almanac and Book of Facts that made the game’s box the heaviest on the shelves. It can be a bit hard even for those of us old enough to have grown up before the World Wide Web to recover the mindset of an era before we had the world in our living rooms — or, better said in this age of mobile computing, in our pockets. Back in those days when you had to go to a library to do research, when your choices of recreation of an evening were between whatever shows the dozen or so television stations were showing and whatever books you had in the house, an almanac was magic to any kid with a healthy curiosity about the world and a little imagination, what with its thousand or more pages filled with exotic lands along with records of deeds, buildings, cities, people, animals, and geography whose very lack of context only made them more alluring. The whole world — and then some; there were star charts and the like for budding astronomers — seemed to have been stuffed within its covers.

In that spirit, one could almost call the Carmen Sandiego game disk ancillary to the almanac rather than the other way around. Who knew what delights you might stumble over while you tried to figure out, say, in which country the python made its home? The World Almanac continues to come out every year, and seems to have done surprisingly well, all things considered, surviving the forces that have killed dead typical companions on reference shelves like the encyclopedia. But of course it’s lost much of its old magic in these days of information glut. While we can still recapture a little of the old feeling by playing Carmen Sandiego with a web browser open, our search engines have just gotten too good; it’s harder to stumble across the same sorts of crazy facts and alluring diversions.

Carmen Sandiego captured so many kids because it tempted them to discover knowledge for themselves rather than attempting to drill it into them, and all whilst never talking down to them. Gary Carlston said of Brøderbund’s edutainment philosophy, “If we would’ve enjoyed it at age 12, and if we still enjoy it now, then it’s what we want. Whether it’s pedagogically correct is not relevant.” Carmen Sandiego did indeed attract criticism from earnest educational theorists armed with studies showing how it failed to live up to the latest research on learning; this low-level drumbeat of criticism continues to this day. Some of it may very well be correct and relevant; I’m hardly qualified to judge. What I do see, though, is that Carmen Sandiego offers a remarkably progressive view of knowledge and education for its time. At a time when schools were still teaching many subjects through rote memorization of facts and dates, when math courses were largely “take this set of numbers and manipulate them to become this other set of numbers” without ever explaining why, Carmen Sandiego grasped that success in the coming world of cheap and ubiquitous data would require not a head stuffed with facts but the ability to extract relevant information from the flood of information that surrounds us, to synthesize it into conclusions, and to apply it to a problem at hand. While drill-and-practice software taught kids to perform specific tasks, Carmen Sandiego, like all the best edutainment software, taught them how to think. Just as importantly, it taught them how much fun doing so could be.

Where in the World is Carmen Sandiego

Brøderbund may not have been all that concerned about making Carmen Sandiego “pedagogically correct,” but they were hardly blind to the game’s educational value, nor to the marketing potential therein. The back cover alone of Carmen Sandiego is a classic example of edutainment marketing, emphasizing the adventure aspects for the kids while also giving parents a picture of children beaming over an almanac and telling how they will be “introduced to world geography” — and all whilst carefully avoiding the E-word; telling any kid that something is “educational” was and is all but guaranteed to turn her off it completely.

For all that, though, the game proved to be a slow burner rather than an out-of-the-gates hit upon its release in late 1985. It was hardly a flop; sales were strong enough that Brøderbund released the first of many sequels, Where in the USA is Carmen Sandiego?, the following year. Yet year by year the game just got more popular, especially when Brøderbund started to reach out more seriously to educators, releasing special editions for schools and sending lots of free swag to those who agreed to host “Carmen Days,” for which students and teachers dressed up as Carmen or her henchmen or the detectives on their trail, and could call in to the “Acme Detective Agency” at Brøderbund itself to talk with Portwood or Elliott playing the role of “the Chief.” The combination of official school approval, the game’s natural appeal to both parents and children, and lots of savvy marketing proved to be a potent symbiosis indeed. Total sales of Carmen Sandiego games passed 1 million in 1989, 2 million in 1991, by which time the series included not only Where in the World is Carmen Sandiego? and Where in the USA is Carmen Sandiego? but also Where in Europe is Carmen Sandiego?, Where in Time is Carmen Sandiego?, Where in America’s Past is Carmen Sandiego?, and the strangely specific Where in North Dakota is Carmen Sandiego?, prototype for a proposed series of state-level games that never got any further; Where in Space is Carmen Sandiego? would soon go in the opposite direction, rounding out the original series of reference-work-based titles on a cosmic scale. In 1991 Carmen also became a full-fledged media star, the first to be spawned by a computer game, when Where in the World is Carmen Sandiego? debuted as a children’s game show on PBS.

A Print Shop banner: an artifact as redolent of its era as Hula Hoops or bellbottoms are of theirs.

A Print Shop banner: an artifact as redolent of its era as Hula Hoops or bellbottoms are of theirs.

Through the early 1980s, Brøderbund had been a successful software publisher, but not outrageously so in comparison to their peers. At mid-decade, though, the company’s fortunes suddenly began to soar just as many of those peers were, shall we say, trending in the opposite direction. Brøderbund’s success was largely down to two breakout products which each succeeded in identifying a real, compelling use for home computers at a time when that was proving far more difficult than the boosters and venture capitalists had predicted. One was of course the Carmen Sandiego line. The other was a little something called The Print Shop, which let users design and print out signs and banners using a variety of fonts and clip art. How such a simple, straightforward application could become so beloved may seem hard to understand today, but beloved The Print Shop most definitely became. For the rest of the decade and beyond its distinctive banners, enabled by the fan-fold paper used by the dot-matrix printers of the day, could be seen everywhere that people without a budget for professional signage gathered: at church socials, at amateur sporting events, inside school hallways and classrooms. Like the first desktop-publishing programs that were appearing on the Macintosh contemporaneously, The Print Shop was one more way in which computers were beginning to democratize creative production, a process, as disruptive and fraught as it is inspiring, that’s still ongoing today.

In having struck two such chords with the public in the form of The Print Shop and Carmen Sandiego, Brøderbund was far ahead of virtually all of their competitors who failed to find even one. Brøderbund lived something of a charmed existence for years, defying most of the hard-won conventional wisdom about consumer software being a niche product at best and the real money being in business software. If the Carlstons hadn’t been so gosh-darn nice, one might be tempted to begrudge them their success. (Once when the Carlstons briefly considered a merger with Electronic Arts, whose internal culture was much more ruthless and competitive, a writer said it would be a case of the Walton family moving in with the Manson family.) One could almost say that for Brøderbund alone the promises of the home-computer revolution really did materialize, with consumers rushing to buy from them not just games but practical software as well. Tellingly — and assuming we agree to label Carmen Sandiego as an educational product rather than a game — Brøderbund’s top-selling title was never a game during any given year between 1985 and the arrival of the company’s juggernaut of an adventure game Myst in 1993, despite their publication of hits like the Jordan Mechner games Karateka and Prince of Persia. Carmen Sandiego averaged 25 to 30 percent of Brøderbund’s sales during those years, behind only The Print Shop. The two lines together accounted for well over half of yearly revenues that were pushing past $50 million by decade’s end — still puny by the standards of business software but very impressive indeed by that of consumer software.

For the larger software market, Carmen Sandiego — and, for that matter, The Print Shop — were signs that, if the home computer hadn’t quite taken off as expected, it also wasn’t going to disappear or be relegated strictly to the role of niche game machine either, a clear sign that there were or at least with a bit more technological ripening could be good reasons to own one. The same year that Brøderbund pushed into edutainment with Carmen Sandiego, MECC, who had reconstituted themselves as the for-profit (albeit still state-owned) publisher Minnesota Educational Computing Corporation in 1984, released the definitive, graphically enhanced version of that old chestnut The Oregon Trail, a title which shared with Carmen Sandiego an easygoing, progressive, experiential approach to learning. Together Oregon and Carmen became the twin icons of 1980s edutainment, still today an inescapable shared memory for virtually everyone who darkened a grade or middle school door in the United States between about 1985 and 1995.

The consequences of Carmen and Oregon and the many other programs they pulled along in their wake were particularly pronounced for the one remaining viable member of the old trinity of 1977: the Apple II. Lots of people both outside and inside Apple had been expecting the II market to finally collapse for several years already, but so far that had refused to happen. Apple, whose official corporate attitude toward the II had for some time now been vacillating between benevolent condescension and enlightened disinterest, did grant II loyalists some huge final favors now. One was the late 1986 release of the Apple IIGS, a radically updated version produced on a comparative shoestring by the company’s dwindling II engineering team with assistance from Steve Wozniak himself. The IIGS used a 16-bit Western Design Center 65C816 CPU that was capable of emulating the old 8-bit 6502 when necessary but was several times as powerful. Just as significantly, the older IIs’ antiquated graphics and sound were finally given a major overhaul that now made them amongst the best in the industry, just a tier or two below those of the current gold standard, Commodore’s new 68000-based Amiga. The IIGS turned out to be a significant if fairly brief-lived hit, outselling the Macintosh and all other II models by a considerable margin in its first year.

But arguably much more important for the Apple II’s long-term future was a series of special educational offers Apple made during 1986 and 1987. In January of the former year, they announced a rebate program wherein schools could send them old computers made by Apple or any of their competitors in return for substantial rebates on new Apple IIs. In April of that year, they announced major rebates for educators wishing to purchase Apple IIs for home use. Finally, in March of 1987, Apple created two somethings called the Apple Unified School System and the Apple Education Purchase Program, which together represented a major, institutionalized outreach and support effort designed to get even more Apple IIs into schools (and, not incidentally, more Macs into universities). The Apple II had been the school computer of choice virtually from the moment that schools started buying PCs at all, but these steps along with software like Carmen Sandiego and The Oregon Trail cemented and further extended its dominance, to an extent that many schools and families simply refused to let go. The bread-and-butter Apple II model, the IIe, remained in production until November of 1993, by which time this sturdy old machine, thoroughly obsolete already by 1985, was selling almost exclusively to educators and Apple regarded its continued presence in their product catalogs like that of the faintly embarrassing old uncle who just keeps showing up for every Thanksgiving dinner.

Even after the inevitable if long-delayed passing of the Apple II as a fixture in schools, Carmen and Oregon lived on. Both received the requisite CD-ROM upgrades, although it’s perhaps debatable in both instances how much the new multimedia flash really added to the experience. The television Carmen Sandiego game shows also continued to air in various incarnations through the end of the decade. Carmen Choose Your Own Adventure-style gamebooks, conventional young-adult novels, comic books, and a board game were also soon on offer, along with yet more computerized creations like Carmen Sandiego Word Detective. Only with the millennium did Carmen — always a bit milquetoast as a character and hardly the real source of the original games’ appeal — along with The Oregon Trail see their stars finally start to fade. Both retain a certain commercial viability today, but more as kitschy artifacts and nostalgia magnets than serious endeavors in either learning or entertainment. Educational software has finally moved on.

Perhaps not enough, though: it remains about 10 percent inspired, 10 percent acceptable in a workmanlike way, and 80 percent boredom stemming sometimes from well-meaning cluelessness and sometimes from a cynical desire to exploit parents, teachers, and children. Those looking to enter this notoriously underachieving field today could do worse than to hearken back to the simple charms of Carmen Sandiego, created as it was without guile and without reams of pedagogical research to back it up, out of the simple conviction that geography could actually be fun. All learning can be fun. You just have to do it right.

(See Engineering Play by Mizuko Ito for a fairly thorough survey of educational and edutational software from an academic perspective. Gamers at Work by Morgan Ramsay has an interview with Doug and Gary Carlston which dwells on Carmen Sandiego at some length. Matt Waddell wrote a superb history of Carmen Sandiego for a class at Stanford University in 2001. A piece on Brøderbund on the eve of the first Carmen Sandiego game’s release was published in the September 1985 issue of MicroTimes. A summary of the state of Brøderbund circa mid-1991 appeared in the July 9, 1991, New York Times. Joseph Weizenbaum’s comments appeared in the June 1984 issue of Byte. The first use of the term “edutainment” that I could locate appeared in a Milliken Publishing advertisement in the January 1983 issue of Creative Computing. Articles involving Spinnaker and Tom Snyder appeared in the June 1984 Ahoy! and the October 1984 and December 1985 Compute!’s Gazette. And if you got through all that and would like to experience the original Apple II Carmen Sandiego for yourself, feel free to download the disk images and manual — but no almanac I’m afraid — from right here.)

 
 

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Project: Space Station, Part 3: The Game

Project: Space Station

Stan Kent and his company AstroSpace may have exited the stage, but Avant-Garde Publishing, the new owners of HES, weren’t ready to give up on Project: Space Station. They reached out to Larry Holland to finish the game.

Holland shares with Stan Kent some impressive academic credentials, but he’s otherwise his polar opposite: a quiet just-get-the-job-done sort who has always avoided interviews and public exposure as much as possible. After earning a Bachelors in anthropology and archaeology from Cornell in 1979, he spent two years out in the field, working on digs in Africa, Europe, and India, before starting on a PhD at Berkeley. He settled there near Silicon Valley just as home computers were beginning to take off. He bought himself one of the first Commodore 64s, learned to program it, and was hired by HES in early 1983 to port action games like Super Zaxxon to it. He proved himself clever and reliable at the work, enough so that it was decided to dump Project: Space Station in his lap. It was just the chance Holland needed to show what he could really do. He pared down and refined AstroSpace’s shaggy mixture of advocacy and simulation, synthesizing a bunch of disparate pieces that looked more like engineering tools than pieces of a game into something that fit on a single disk side and was actually fun — and all without sacrificing the spirit of the original concept.

Project: Space Station starts you out on July 1, 1985, with two space shuttles, $10 billion(!), and high hopes. You’ll have to plan and build your station module by module, while also, this being the new era of space exploration, earning enough from commercial satellite launches and the results of the experiments you run up there to keep the project going. From the perspective of today especially, Project: Space Station is a simulation of an alternate history in which the American space station not only got funded and built in the 1980s but all of NASA’s manned-space initiatives — most notably the shuttle — lived up to all of their plans and hopes. In this timeline shuttle launches are truly routine. You can assign a couple of astronauts to a shuttle, launch it, bring them down a few days later after having delivered their payload, then launch them again a week later like the space truckers they are. In a small concession to reality, every ten launches or so the shuttle might lose some thermal tiles, thus needing an extra ten days or so for repairs, but the thing blessedly never blows up or burns up. You even have clients asking you to hoist satellites for them for $40 million to $70 million a shot, and the shuttle is cheap enough to operate that you can turn a profit on that; pack several satellites into the cargo bay and send ‘er up before your arch-rival, the European Space Agency with their boring unmanned rockets, steals the job from you.

Project: Space Station Project: Space Station

The first thing you notice when you first start Project: Space Station is how friendly it strains to be. I’ve made it a point to mention in the past how the innovations of the Lisa and Macintosh trickled down to cheaper machines in a way that gave the Apple computers influence far out of proportion to their actual sales numbers. That influence is all over Project: Space Station; this program simply couldn’t have existed a couple of years earlier. Everything is presented via icons and menus, navigable with the trusty joystick, while the space-station design screen has you sketching out your station by pulling modules into place with a “mouse” pointer. There’s even a — get this — context-sensitive help system to guide you through the game along with some canned tutorials to get you started. Hardware limitations inevitably restrict all of this in practice, but Project: Space Station feels like it was looking ahead about ten years into the future of software — or just looking very carefully at what was happening on the Mac, which largely amounted to the same thing.

The other obviously extraordinary thing about Project: Space Station is the fact that it runs entirely in real time. There were plenty of grand strategy games already available for machines like the Commodore 64; SSI alone had published dozens of them by 1985. But, true to that company’s roots in cardboard wargaming, most of these felt like tabletop rulesets that had been translated to the computer. Project: Space Station, however, is undeniably a born-and-bred computer game. There are no turns here. As you navigate through its screens the clock is constantly ticking, sometimes much to your consternation, as when you find yourself with research projects that need to be tweaked, a shuttle costing you money in space that needs to be landed ASAP, a precious satellite contract about to be awarded to those pesky Europeans, and another shuttle on the launch pad about to begin its countdown. Where do you begin? This game does nothing if not teach how to prioritize and how to manage your time. It also does a great job of not making you feel like you’re just tinkering with a dry spreadsheet, a syndrome that afflicted many other contemporary strategy games, a genre not exactly known for its graphics at a time when graphics in general were, shall we say, somewhat limited in comparison to today. Project: Space Station‘s graphics are actually quite nice for the era and the machine. But more importantly, you get to do such a variety of stuff in this game that it stays fresh and interesting for a surprisingly long time. When you’re tired of budgeting, there’s a shuttle to land via a real-time action game; when you’re tired of tweaking research projects, there’s that new laboratory module to move into place via an EVA.

So, let me walk you quickly through the different sections of the game, each of which is represented by and always accessible via its icon at the top of the screen.

Project: Space Station

The Plan section is the expected spreadsheet portion of the game, where you allocate funds to your different departments; buy the actual pieces of the station which you’ll be assembling, erector-set-like, in orbit; hire and fire astronauts; and provision and schedule shuttle launches. The most interesting and surprising part of this section is the astronaut-selection process. Each of the 32 possible astronauts has not only a professional specialty but also a personality. You have to consider whom you put together, because personality clashes can and will result if you put, say, a control freak together with a more laissez-faire kind of fellow. You’ll grow attached to some of these folks, and you’ll feel awful if you kill one or more of them by stranding a shuttle in orbit or botching an EVA.

Project: Space Station

Shuttle launches are affected by the weather; you’ll want to watch it carefully, and delay the launch if conditions are too unfavorable. Occasional mechanical snafus will also cause delays. Once the candle is lit, you take control, guiding the shuttle into orbit via a little action game that doubtless would have horrified the original Project: Space Station team with its lack of realism but is nevertheless a nice, not-too-difficult break from the strategic side of the game. If you stray too far off course, the shuttle will end up parked in orbit far from your station, making any EVA operations to expand or repair it much more time consuming and hazardous.

Project: Space Station

Shuttle landings also involve a simple action game. Rough landings can result in damage to the shuttle and extra repair time before it can fly again.

Project: Space Station

The Station section is there mainly to let you transfer astronauts between a shuttle in orbit, which can hold up to six people, and the station, whose capacity depends on how many crew modules you’ve bought, flown into orbit, and linked up, along with how much additional station infrastructure you’ve built to support the crew: power modules, radiator modules to disperse heat from the power modules, emergency modules to protect the astronauts from the occasional solar flares. And of course there’s not much point in having people at the station without something for them to do — meaning research projects, which require laboratory modules, which require yet more power modules, which… you get the picture.

Project: Space Station

The EVA section is the most fanciful part of the game. You venture outside shuttle and station using worker pods that have everything to do with 2001: A Space Odyssey and nothing to do with anything NASA was likely to come up with in the mid-1980s. You use the pods to construct the station, clear occasional debris that’s made its way into the station’s orbit, and launch commercial satellites; in the screenshot above, I’ve just attached a Payload Assist Module to a satellite to boost it into geosynchronous orbit. It’s very easy to run out of fuel or damage a pod so badly that it’s no longer functional. When that happens, you’d best have a backup pod that you can use to rescue the first before oxygen runs out. Once you’ve experienced a single time the excruciation of waiting for an astronaut to die from oxygen deprivation, unable to do anything about it, you’ll make sure you always do, believe me.

Project: Space Station Project: Space Station

Finally there’s the real heart of the game, the R & D section; after all, it does bill itself on the box as a “science simulation in space.” You can have up to four research projects running at once, assuming you have a station that can support them. While you receive a generous initial budget which you can supplement with satellite launches, your research should eventually become the heart of your revenue stream, as it is the heart of the game’s rhetorical argument for a space station as a fundamentally practical, commercial proposition that will eventually pay for itself and then some. Some projects can also yield practical improvements that will make your station run more efficiently. There are 40 impressively specific projects to choose from, divided into 9 categories: Agriculture, Astronomy, Bio Medical, Earth Watch, Geology, Materials Science, Meteorology, Physics, and Space Technology. It’s a big thrill when one yields a major breakthrough, enough so that you’ll probably be willing to ignore questions like why it’s necessary for people in space to examine the satellite imagery used to make a crop survey.

I don’t want to overstate the case for Project: Space Station. While thoroughly entertaining in its early stages, it does have a litany of little problems that are very likely to turn you off eventually. Many involve research. If you don’t happen to be watching an R & D project when a milestone is completed, it’s very easy to miss it; once replaced by something else, each R & D notification from each project is lost forever whether you’ve actually read it or not. That’s a very bad thing because each project yields exactly three milestones, after which it continues to suck money from your budget but doesn’t earn you much of anything. You’re thus often left uncertain whether a given project has run its course or a big windfall might be just around the corner. Even more infuriating is when a project starts saying a “key scientist” is needed for research to continue, without telling you whom or even what type of scientist you should be looking for. Gameplay then devolves into a tedious — and expensive — ferrying up of shuttleloads of possibilities and swapping them in one at a time, whilst you wonder what the hell sort of a research team would just tell you they feel the need for someone else but not whom or what for.

There are a number of other areas like this where the game’s ambitions outrun the capabilities of an 8-bit 64 K computer with a blocky low-resolution screen, where you feel like the game just isn’t telling you things you really ought to be able to know. Which research projects are expected to yield the most immediate returns for the early days of your station? When can you expect the next injection of financial assistance from Congress, and how much will it be? If a research team is suffering personality clashes, who exactly is having a problem with whom? And then there’s the goal problem, in the sense that there really isn’t one. The whole affair must presumably spin down into entropy at some point, when you’ve done all of the research projects and can no longer sustain your station, although it seems that can take a very long time; on his now-defunct blog dedicated to the game, Geof F. Morris posted screenshots of a station that lasted into 2007 in game years. I would venture to guess that Larry Holland was not so much unaware of these problems as just unable to push the hardware any further to correct them. Project: Space Station‘s sensibility is so modern that it can lead us to expect more from it than a Commodore 64 can deliver even under the control of a great programmer.

The game didn’t have much commercial luck. It was released at last in late 1985, some three years after Stan Kent had first conceived it and just a few months before the Challenger, which features as one of the two shuttles in the game, blew up on its way to orbit and suddenly made Project: Space Station‘s sunny optimism about a future in space feel tragically anachronistic. Avant-Garde Publishing went under shortly thereafter, marking the final end of the HES label. Yet Project: Space Station wasn’t dead yet. It ended up in the hands of Accolade, who rereleased it in 1987 as a member of their Advantage line of budget games, with some small but important changes: the Challenger was replaced by the Discovery, and the starting date was moved up to 1987. It made no great impact then either, and faded away quietly into commercial oblivion at last.

Surprisingly given its (lack of) commercial performance, Project: Space Station spawned a modest, oddly specific sub-genre of space-station-building games that also included Electronic Arts’s Earth Orbit Stations as well as Space MAX from the perfectly named Final Frontier Software and the more fanciful E.S.S. Mega from Coktel Visions, which replaced American with European boosterism. Buzz Aldrin’s Race into Space, a management simulation of the Moon race, might also be considered something of a spiritual heir. All except that last share with the space shuttle itself today a certain melancholia. Thoroughly of their time as they are, they can be a bit disconcerting to us in ours, showing as they do ambitions never fulfilled, grand adventures never quite undertaken.

Project: Space Station is even more fascinating as a piece of history than many of the titles I write about, being a document of our sunniest expectations for a future in space prior to the Challenger explosion that changed everything. But even taken as just a game, it’s impressive and noble enough that I’d recommend you play it for a little while in spite of its issues. You can download the original Commodore 64 version from here if you like, or find its ports to the Apple II and IBM PC on other sites. Most games — even the equally-noble-in-its-own-way Ultima IV — treat life so cheaply, sending you off to slaughter in the name of becoming a hero. It’s nice to play a game that’s all about preserving the precious lives of your astronauts, that shows that a game can be absolutely without violence and still be riveting, that shows that heroism need not come with a body count. Would that ludic history had many more like it.

(Larry Holland — who in later years tended to be billed as Lawrence Holland — has generally managed to avoid talking much about his personal life and background as well as his early career. The best print source is a profile in the spring 1992 issue of LucasArts’s newsletter The Adventurer. While I generally try to avoid wikis or overly fannish sources, his page on Wookiepedia is also very complete and appears to collect just about everything we know about him, scanty though it may be.)

 
 

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Project: Space Station, Part 2: The Dream

A proposed NASA space station with shuttle docked

As long as there has been a space program, there have been space-program boosters. With budgets dwindling and interest waning after Apollo 11, however, NASA suddenly needed them as never before. Various people started various organizations to educate, to advocate, to lobby, sometimes even to agitate the case for space. Briefly among the more prominent of these folks during the early 1980s was Stan Kent, a precocious English rocket scientist still in his mid-twenties.

Growing up working class in the industrial city of Wolverhampton in the West Midlands, Kent wrote to NASA asking for more information about the Titan rocket used to hoist the Gemini space capsules into orbit. Much to his family’s surprise, they sent it, cementing a passionate love affair with space and with NASA. (NASA was notably wonderful about this sort of thing in their 1960s heyday; many a starry-eyed kid all over the world received a similar thick envelope filled with pictures and articles for no charge but the cost to mail a letter to Houston.) At age 15, he demonstrated for the first time what would prove to be a lifelong knack for self-promotion. Determined to find a way to study rocket science, he entered a contest to design a functioning powered aircraft which won him national attention inside his home country and was enough to recommend him to a wealthy philanthropist in Santa Clara, California, named Austen Warburton. With Warburton’s assistance, he came to the United States to attend university at the age of 17, and graduated from Stanford with a Masters in aerospace engineering in 1978 at the age of 22, winning the prestigious Herman Oberth Gold Medal in the process for his paper on “The Space Shuttle External Tank as a Reentry Module.” He was soon working for Boeing and later Lockheed, and doing consulting jobs for NASA itself.

Kent’s public space advocacy began in 1979, when he got wind of proposals within NASA to stop monitoring the two Viking probes that had landed on Mars three years before simply because they couldn’t afford to continue to pay people to do it. He organized a Viking “charity” which presented NASA administrator Robert A. Frosch with a check for $60,000 to go toward continued monitoring on January 7, 1981. The sum would increase to over $100,000 in the months to come, then increase dramatically again when he organized with former astronaut and Moon-walker Pete Conrad to sell off recovered pieces from the old Skylab space station by way of further fundraising. (By that time Viking 2 had already gone offline due to a failed battery. Viking 1 would continue to transmit — and, yes, to be monitored — until a botched software update took it offline on November 11, 1982.)

Under the aegis of Delta Vee, the nonprofit corporation he set up with the assistance of Warburton and some aerospace colleagues, Kent stumped the country on behalf of space, appearing on television, on radio, in Omni magazine (with whom he did much of his advocacy in partnership), and in countless newspaper articles. He worked to set up a nationwide network of “neighborhood space centers” — “the McDonald’s of space” — and gave speeches to anyone who would have him. Far from your stereotypical rocket scientist, Kent made space cool in what the L.A. Times described as his “new-wave haircut, beige suit, purple shirt, and bright red tie”; he looked like “he might be a member of a rock band.” In September of 1981 he testified before the Congressional Subcommittee on Space Science and Applications at the age of just 25. His pitch emphasized a new, more pragmatic take on space very much in keeping with the dawning hyper-capitalism of the 1980s. The NASA that Kent described was fundamentally a practical enterprise whose work would bring scientific and technological breakthroughs to make life better for ordinary Americans, along with economic benefits to the country; Kent was fond of citing such dubious surveys as the one done in 1972 by Chase Econometrics, which claimed that every $1 spent on the space industry injected $10 to $15 back into the economy within five to seven years.

In that spirit, he and his partners soon set up a second, for-profit corporation they named AstroSpace. Its initial purpose was to research and hopefully to exploit a pet idea Kent called SOLARES: “Space Orbiting Light Augmentation Reflector Energy System,” a way to beam concentrated sunlight down to Earth for use as energy. In the meantime, though, the home-computer boom was happening. Soon Kent hit upon a more earthbound project for his company: to create a computer game that simulated the building and operation of the permanent space station that he and so many others felt represented the next logical steppingstone to Mars and beyond. By 1983 he had sold the idea to Jay Balakrishnan of Human Engineered Software, who loved big, high-concept edutainment titles.

Project: Space Station was certainly that. The game that Kent and Balakrishnan described (separately) to InfoWorld magazine in 1984 — it was quite obviously the HES product that the latter was most excited to discuss — filled nine disk sides. Balakrishnan:

It’s an absolute simulation. First of all, to start you have to go to Congress to requisition a budget. You have to choose your scientific team that will comprise the space mission. There’s a book, almost like a story, with different fictitious characters that you can select your team from. There’s a whole page of biographical data on each person — where they went to school, whom they married, whether they’re stable individuals or not, and so on. Then you must decide on what kind of industry you’re going to develop in space — for example, if you want to make ball bearings or crystals or whatever.

Then you design your space station. Each one is a different module. You might build a plant area, living quarters, etc. Then you run a simulation. Now the plant starts working, giving oxygen and life, and the industry starts working. You see that it’s a viable operation. Finally, after you have overseen everything, you resign your post. You were the director of a successful space industry, so you get your gold watch at the end. Of course, during the game all kinds of random things can occur. Maybe you’ve gone over budget. So you go back to Washington, D.C., and appeal for a higher requisition to keep the business going.

Together Kent and Balakrishnan organized an “advisory” board for the project that consisted of Kent’s colleagues in the aerospace industry along with the high-school students who would be the game’s most obvious target market, all “overseen” by the hapless, computer-illiterate Leonard Nimoy (who must have been wondering by this point why he’d signed on with HES at all).

I find this original conception of Project: Space Station fascinating as an early example of a computer game with an explicit real-world rhetorical goal. One could call it without hyperbole propaganda, a political advertisement for a NASA space station. The justifications it makes for such a project are the same as those Kent was making in his speeches, and, indeed, those that Ronald Reagan more obliquely referred to in his State of the Union address of 1984. In Project: Space Station, players would enjoy success not so much in the form of exploratory firsts or pure scientific breakthroughs but rather that of crop surveys that would make American agriculture more efficient, new semiconductors that would make American computers more powerful, lasers that would revolutionize American manufacturing, even the proverbial cure for cancer. If it wasn’t always entirely clear why some of these research projects had to be done by people in space, well, that was a problem Project: Space Station shared with some of Kent’s speeches.

AstroSpace's original Project: Space Station

AstroSpace's original Project: Space Station AstroSpace's original Project: Space Station

AstroSpace's original Project: Space Station

This huge game being developed by a bunch of aerospace people with no experience in game development was of course all but doomed to failure. Kent and company did manage to get far enough to produce some intriguing screenshots that, as published in the April 16, 1984, issue of InfoWorld, stand today as the only tangible artifacts left to us from this version of Project: Space Station. The whole thing collapsed by the end of that year, with HES going bankrupt and being absorbed by Avant-Garde Publishing and AstroSpace coming to an abrupt end along with Kent’s time as a space advocate. He made an extreme and kind of bizarre change in life direction, opening back in Santa Clara a night club called One Step Beyond that became a regular stop on the college-rock touring circuit for some years. Today he writes erotica, hosts naughty events at a sex shop, and is something of a fixture of the Southern California nightlife scene while apparently still keeping his hand in from time to time as a rocket scientist. In 2012 he consulted on the perfect combination of all his interests: a proposed Playboy space station.

(Stan Kent’s space advocacy is chronicled in the August 3 1980 Washington Post, the January 8 1981 and November 12 1982 New York Times, and the July 22 1982 L.A. Times. The two InfoWorld articles that describe Kent’s original vision for Project: Space Station are in the April 16 1984 and September 3 1984 issues. A transcript of his testimony before Congress is contained in the government publication “Future Space Programs, 1981: Hearings Before the Subcommittee on Space Science and Applications of the Committee on Science and Technology, U.S. House of Representatives, Ninety-seventh Congress, First Session, September, 21, 22, 23, 1981.” The space-advocacy movement of the late 1970s and early 1980s and the place of a space station within are treated at length in Reaching for the High Frontier by Michael A. G. Michaud, available online from The National Space Society.)

 

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Project: Space Station, Part 1: The Reality

Space Shuttle

It was hard for a space-obsessed kid growing up in the 1980s not to feel just a little bit envious of the previous generation. The late 1960s had marked the climax of one of the most glorious adventures in human history, and the first one that, thanks to the miracle of mass media, everyone could share in in real time. Even the most non-technical and non-scientific among us could understand the clear progression that climaxed in that “giant leap for mankind”: Apollo 7 tested the Apollo capsule in Earth orbit; Apollo 8 voyaged to the Moon and circled it; Apollo 9 tested the lunar lander in Earth orbit; Apollo 10 was the dress rehearsal; Apollo 11 was the big one, July 20, 1969, the day that changed everything forever for humanity. Or so it must have seemed at the time. By the early 1980s it could feel hard to believe the Moon landing had actually happened. In place of Apollo we got the space shuttle, NASA’s glorified space truck. In place of the clear milestones of Apollo we got a space program whose strategy seemed akin to the missions of the shuttles themselves: go up, circle around for a while doing some things people weren’t really too clear about, then come back down. Oh, we dutifully put together our shuttle model kits and dreamed of seeing an actual launch, but something was missing.

The program to make a reusable space plane was first conceived even before that first Moon landing, when 2001: A Space Odyssey was in cinemas showing a vision of the near future in which a flight into Earth orbit was as routine as a flight for the opposite coast. To achieve such a vision, clearly something would have to change. An Apollo Moon rocket weighed slightly over 450,000 pounds without fuel, of which 12,250 pounds — less than 3 percent of the total — would make its way back to Earth at the end of a mission in the form of the non-reusable command module. The rest was cast away at various stages of the mission, making Apollo 11’s trip to the Moon, if one of — perhaps the — most inspiring voyages in human history, also one uniquely wasteful and completely unsustainable as a model for a future of routine space flight. After all, while NASA had been enjoying effectively blank checks from Congress through the Space Race, it didn’t take a Nostradamus to realize that that was likely to change in a hurry as soon as the Moon was achieved and American pride satisfied.

The budget cuts, when they came, were even more draconian than anticipated, costing NASA three of their planned ten Moon landings — another, Apollo 13, never made it there for other reasons — and forcing them to similarly scale back Skylab, the United States’s first (and to date, outside of the International Space Station, only) space station. The space shuttle survived only by making a series of painful compromises and an unholy alliance with the Air Force that would see it used for classified military missions — basically, to launch a new generation of bigger and heavier spy satellites — about 30 percent of the time. It was a partnership that neither NASA nor the Air Force really wanted. Robert Seamans, a former NASA administrator who had become Secretary of the Air Force by the time the deal was made, thought it was “asinine” to try to coordinate with a civilian agency and put astronauts’ lives at risk instead of just building a cheaper, simpler unmanned rocket for the purpose. But his and other practical voices were overwhelmed by those of the bureaucrats and the politicians.

An early space-shuttle concept which used short, straight wings and a different reentry profile to reduce heat buildup.

An early space-shuttle concept which used short, straight wings and a different reentry profile to reduce heat buildup.

The Air Force partnership had tragic consequences for the shuttle. In order to carry the big spy satellites the Air Force anticipated launching, the shuttle’s cargo bay had to be bigger and wider than it might otherwise have been, giving the shuttle its distinctively chunky, less than aerodynamically ideal shape. While occasionally useful, much of that space went empty much of the time. In case the Cold War should ever turn hot, the Air Force also demanded that it be possible to launch the shuttle from Vandenberg Air Force Base in California, deploy a satellite, and land again back in California within one orbit without ever flying over Soviet territory, thus minimizing its exposure to space-borne or terrestrial weaponry. In aeronautics jargon, this necessitated that the shuttle have a considerable “downrange” or “crossrange” capability to glide off its normal orbital path, which in turn necessitated the shuttle’s delta-shaped wings that made it less than a pilot’s delight. John Young, the first man to pilot a shuttle to Earth from space, compared it to trying to fly a brick. Other pilots would call landing the shuttle a “controlled plummet,” while passengers compared it to a “dive-bomber run.” Worse, the final design generated far more heat on reentry than would have NASA’s earlier concepts, heat which engineers could combat only through the use of heavy, cludgy thermal-protection tiles that were a constant worry and labor sink throughout the program’s history. Each of the 35,000 tiles on the shuttle was a one-off piece that had to be custom manufactured, and every single one of them had to be carefully inspected by hand after every single launch in the hopes of averting disaster on the next mission. In spite of NASA’s best efforts, the disaster that was perhaps inevitable finally came on February 1, 2003, when the Columbia burned up on reentry. A more elegant shuttle could have minimized or even eliminated the tiles altogether, and saved the lives of seven astronauts.

Well before the Columbia and even the Challenger disasters, a feeling dogged engineers and astronauts alike that the shuttle just wasn’t as safe as it should be in still other ways. This was largely down to yet more concessions and compromises to budgetary realities. In place of a reusable booster section which would have blasted the shuttle into space and then glided — possibly with the aid of a human pilot — back down to a soft runway landing, the shuttle got a massive external fuel tank that would just be cast away, Apollo-style, and a pair of solid-fuel booster rockets that floated back via parachute to drop into the ocean. Essentially little more than hollow metal cylinders filled with propellant, the boosters could be reused, but were problematic in other ways. The shuttle was the first manned space vehicle ever to use solid rockets as a primary means of propulsion; they had heretofore been considered too dangerous because they can neither be throttled nor shut down entirely if something should go wrong during a burn. And, unlike earlier spacecraft, the shuttle was equipped with no emergency escape mechanism whatsoever for launches. Just as the heat tiles’ failings cost the last crew of the Columbia their lives, this lack may have cost the last crew of the Challenger, who appear to have been alive and conscious for at least some portion of their fatal fall back to Earth.

I don’t mean to say that the space shuttle wasn’t a crazily magnificent feat, nor to cast aspersions on the engineers who made it (usually) work in the face of all the cutbacks and compromises, nor to say that I wouldn’t have jumped at the chance to fly in it, safety questions and all. The shuttle certainly made for a cool sort of spacecraft, and an almost unbelievably comfortable one. If hardly the lap of luxury by earthbound standards, it was ridiculously roomy by comparison with the American spacecraft that preceded it and those (if any) that appear likely to follow it. Certainly the earliest astronauts in their “Spam in a can” capsules, who had to fight just to get a window, would have loved this craft that an astronaut got to actually fly.

Yet it’s hard for even the most generous observer to avoid noting just how massively the space-shuttle program overpromised and underdelivered. Originally projected as capable of launching again just one week after returning to Earth, the timetable was revised by the time of the Columbia‘s maiden flight in 1981 to one month. No shuttle ever came close to meeting even this timeframe. What with all of the repairs and inspections that were needed — not least to those pesky tiles — a shuttle that launched three times in a year was doing very well for itself. Nor did the huge savings supposedly enabled by this reusable spacecraft ever really materialize. The cost of each launch averaged over the life of the program ends up in the $1.3 billion to $1.5 billion range, at least ten times what it costs the Russians to put a three-man crew into space via their trusty old Soyuz space capsule and a conventional expendable rocket — and, while fourteen people died aboard the Challenger and Columbia, the Russians haven’t lost a cosmonaut since 1971. The shuttle lacked the romance of the Apollo program, but that was rather implicit in its purpose all along. More damningly, it failed in its goal of making spaceflight a safe matter of (relatively) inexpensive routine.

For much of the shuttle’s lifetime, NASA had trouble answering a fairly fundamental question: just what was it really good for? In the optimistic early days of the program they floated the idea that the shuttle might be a viable commercial proposition, an actual moneymaker for the agency. Other countries as well as private companies would pay NASA to truck their satellites into space. But this never materialized in any significant way; the shuttle was far, far too expensive to launch, not to mention too prone to unexpected delays and other problems, to compete with cheap, reliable unmanned rockets for commercial satellite launches. Twice West Germany paid NASA to launch the shuttle and give them free use of a Spacelab laboratory module installed in the cargo bay, but that was about as good as it would ever get for the shuttle as a commercial entity.

The shuttle also failed to live up to expectations as a tool for the military. Work on the planned alternative launch site for military missions at Vandenberg fell far behind schedule, and was finally abandoned in the wake of the Challenger disaster after over $4 billion had been spent. Of 27 military personnel recruited and trained to serve as astronauts on the shuttle, only 2 ever made it into space due to disorganization, turf wars, and poor inter-agency communication. Instead the military had to content itself with essentially sub-contracting its payloads out to NASA; the missions launched from the Kennedy Space Center and featured the usual rotating crew of civilian astronauts. These so-called “Department of Defense” missions, which numbered nine between 1985 and 1992, always felt a bit farcical. Their satellite payloads, despite usually being officially considered “classified,” were an open secret at best around the Kennedy Space Center; during the run-up to the second of these launches, to put a Defense Satellite Communications System into orbit in October of 1985, even reporters were walking around in “DSCS” tee-shirts. Never happy about being bound to the shuttle in the first place, the military started working in earnest to find an alternative following the Challenger disaster and the subsequent thirty-month hiatus in launches. That alternative turned out to be, inevitably, a cheaper and simpler unmanned rocket in the form of the Titan IV, latest in a venerable line of military and civilian workhorse launchers.

Lots of good science was done aboard the shuttle betwixt and between all these dashed expectations. Yet it was hard for even a space-loving kid, much less the general public, to get all that excited about experiments in applied plasma physics or materials science. After the novelty of the first few flights which proved the crazy contraption actually worked, it was just hard to get excited about the space shuttle in general. Only one tantalizing prospect seemed like it had a chance of changing all that: a permanent station in space, to be built, supplied, and maintained by the shuttle.

Artist's conception of the shuttle servicing an American space station.

Artist’s conception of the shuttle servicing an American space station.

This idea of a space station had been bound up with that of the shuttle itself right from the beginning. After all, that inspiring 2001 future had featured both, hadn’t it? Without a space station, where was the space shuttle to actually go? (“Nowhere,” some would soon be saying.) In this, NASA’s original vision for the post-Apollo future, the space shuttle was to be just that, the shuttle bus ferrying people, materials, and equipment up to where the real action was happening. The shuttle wasn’t supposed to be exciting in itself. The real excitement would be happening up there, as a permanent settlement in space grew and developed and just maybe started thinking about building its own spacecraft right there in orbit to visit the Moon, Mars, the asteroids, perhaps Halley’s Comet (which was conveniently due for a visit in 1986). NASA anticipated building both parts of the program — the station and the ancillary shuttle to service it — in tandem. It was only when the budget cuts started to bite that they had to make the hard decision to go ahead with the space shuttle alone as a necessary precursor to the station. If the shuttle without the space station felt like a spacecraft without a purpose, that’s because it largely was.

And so NASA continually tried to find a way to get the space-station project out of stasis. During the mid-1970s some planners floated the intriguing idea that it might be possible to reuse the recently abandoned Skylab as the core of a more permanent station. Plans were mooted to send an early shuttle mission to Skylab with a rocket pack that could be used to push it out of its decaying orbit. Later missions would then have refurbished, repaired, and reactivated the station for habitation. Such plans were doomed, however, by delays in the shuttle program and by heavy sunspot activity that caused Skylab’s orbit to decay more quickly than anticipated. On July 11, 1979, Skylab crashed to Earth, raining debris down on Western Australia and causing NASA considerable embarrassment almost two more years before the eventual maiden flight of the Columbia.

The space-station project remained alive after that as a theoretically real thing, but generated little more than sketches and plans for which NASA could never seem to amass more than a fraction of the necessary funding. In his January 1984 State of the Union Address, President Reagan gave the project a badly needed shot in the arm via a would-be Kennedy-esque pronouncement.

Our next frontier [is] space. Nowhere do we so effectively demonstrate our technological leadership and ability to make life better on Earth. The Space Age is barely a quarter of a century old. But already we’ve pushed civilization forward with our advances in science and technology. Opportunities and jobs will multiply as we cross new thresholds of knowledge and reach deeper into the unknown.

Our progress in space — taking giant steps for all mankind — is a tribute to American teamwork and excellence. Our finest minds in government, industry, and academia have all pulled together. And we can be proud to say: We are first; we are the best; and we are so because we’re free.

America has always been greatest when we dared to be great. We can reach for greatness again. We can follow our dreams to distant stars, living and working in space for peaceful economic and scientific gain. Tonight, I am directing NASA to develop a permanently manned space station and to do it within a decade.

A space station will permit quantum leaps in our research in science, in communications, in metals, and in lifesaving medicines which could be manufactured only in space. We want our friends to help us meet these challenges and share in their benefits. NASA will invite other countries to participate so we can strengthen peace, build prosperity, and expand freedom for all who share our goals.

Couched in empty political tautologies as it is (“America has always been greatest when we dared to be great?”), that declaration did lead to some action: an official Space Station Program Office was established at the Johnson Space Center, strategic plans and blueprints were created with more enthusiasm. Any momentum was abruptly dissipated, however, by the Challenger disaster of January 28, 1986, an event which stopped American manned spaceflight in its tracks for two and half years of investigating and soul-searching. The shuttle program would never quite be the same again, while hopes for the space station were all but dashed. Reagan’s successor George Bush gave NASA another apparent boost in a major speech on July 20, 1989, refloating the old idea of the station, now to be named Freedom, as a base for launching future missions to the Moon and Mars. But that speech was just another in an emerging tradition of Presidents making grand pronouncements about space exploration that come to nothing. Just as had happened with the space shuttle, project Freedom was steadily scaled back and compromised in the face of dwindling budgets. In 1993, NASA’s independent Freedom was finally folded into the International Space Station, itself only a shadow of what NASA had originally planned for the station to be.

Even at that, though, the ISS finally provided the space shuttle with a purpose for which it seemed eminently suited. Beginning with the first ISS building block which the Endeavor carried into orbit in 1998, the aging shuttle fleet got from the station a new lease on life and a new sense of purpose; this was what the shuttle had been designed to do all those years ago. But then came the Columbia disaster of 2003, and all the old doubts resurfaced. It was almost with a sense of relief that NASA retired the shuttle at last in 2011, before any more lives were lost, even if doing so left them with no way to get people into space at all for what looks to be, at best, some years to come. It was hard to escape the feeling as the shuttle fleet was parceled out to museums that something had gone horribly wrong in the aftermath of Apollo, that a brilliant beginning had been squandered.

(A very good short summary of the shuttle program and its discontents is found in The Final Countdown by Pat Duggins. For more on the shuttle as a military vehicle, see this article at Smithsonian Air and Space. For more on the drawbacks of the shuttle’s design and the alternative once proposed by Max Faget, see this article at The Space Review.)

 

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Human Engineered Software (or, The Software Icarus)

Jay Balakrishnan

Jay Balakrishnan

Narayana Pillai Balakrishnan was a native of Cherthala, India, who, after traveling the world for years as a player of traditional Indian music, came to Hollywood in the early 1950s to teach the trendy new practice of Hatha Yoga to the stars. The software company founded by Jay — an Americanized shortening of “Sanjay” — Balakrishnan, the son he and his American wife raised there, would evince through its short, chaotic life a similar blending of idealism with commercialism.

Like many American children of Indian parents, Jay Balakrishnan kept one foot planted in each culture, spending much of his childhood and adolescence in schools in India’s Kerala region. During a summer break from the University of Southern Florida, he discovered computers while working at the Naval Electronics System Command in Charleston; he describes the discovery as a “religious experience.” When he went back to university, he “loaded up on computer-science courses.” After graduation, he worked as a programmer for GTE and later Hughes Helicopter. Meanwhile, in 1978 he bought his first Commodore PET, intending to use it only to do calculations for a course in piloting. But he soon found the PET every bit as entrancing as the big machines he worked with on his day job. He wrote an assembler, initially planning to submit it to a magazine as a type-in listing. However, his friends told him it was good enough to sell commercially, and so Balakrishnan founded Human Engineered Software (HES, or HESWare), out of his apartment on his 25th birthday in June of 1980.

Unlike the other early software companies I’ve profiled on this blog, HES got its start on the relatively unpopular — in North America, that is — Commodore PET. Otherwise, though, this story begins similarly. Balakrishnan wrote all of the early software himself, packaged it himself, shipped it himself when orders came in from the tiny advertisements he took out in magazines and newsletters like Kilobaud, Compute!, and The Midnite Software Gazette. Running on a PET with as little as 8 K of memory, those early products were, like the assembler that got the ball rolling — literally; he named it HESBal — mostly programming tools: a file editor called HESEdit, a BASIC program lister called HESLister.

HES was soon doing well enough for Balakrishnan to quit his job at Hughes. Still, running a one-man software company got exhausting quickly. He had elected to offer the ultimate in customer support in the form of a 24-hour help line; this kept him captive in his apartment waiting for the next ring, his sleep interrupted constantly. Thus when a manufacturer of monitors and other hardware called Universal Supply came to him with an offer to buy the company but let him continue to manage it, he was receptive. Balakrishnan and HESWare moved north to Brisbane, California, where he found a partner in running the operation in the form of an ex-Xerox manager named Ted Morgan. He also now had the funding to reach out to other platforms and other authors. Seeing Britain as a potential untapped source of software for the briefly but hugely popular Commodore VIC-20, he traveled to London to attend a computer show and do some networking in June of 1982. It was here that he met the man whose games would dramatically raise HES’s profile and enrich its bank account: Jeff Minter.

I could easily write several feature articles on Minter and the surrealistic action games which he continues to write to this very day; his distinctive style and psychedelic flair make him both one of gaming’s first auteurs and its most long-lived. But, at least for today, we’ll confine ourselves to his connection with HES. When Balakrishnan met him, he had just founded his long-lived British software house, Llamasoft, on the strength of a Defender clone called Andes Attack. It lacked the skewed originality of Minter’s later games, but Balakrishnan was nevertheless impressed with the fast graphics. He worked out a licensing deal, renamed it Aggressor, and moved it from cassette to a VIC-20 cartridge for the American market. Later that year came the much more original Gridrunner, Minter’s — and HES’s — first big hit. More lovably bizarre VIC-20 and Commodore 64 hits poured out of Minter at the rate of a new game every few months, many showing an odd fixation on ruminants: Attack of the Mutant Camels (probably his best-remembered game), Revenge of the Mutant Camels, Advance of the Megacamel, Metagalactic Llamas: Battle at the Edge of Time. HES’s sales jumped from $1.4 million to $13 million between 1982 and 1983, largely on the strength of cheap and cheerful VIC-20 and 64 cartridges — although Balakrishnan did try to keep his hand in other fields as well, releasing hardware expansions for the VIC-20 and a word processor called, inevitably, HESWriter for the 64.

That year the HES story took another unexpected twist. Parent company Universal Supply had been building equipment largely for Atari and Mattel. That suddenly became a very bad business to be in as the Great Videogame Crash of 1983 became a reality. Balakrishnan and Morgan managed to extricate HES from the collapsing Universal Supply, reincorporating it as an independent entity once again. With stars in their eyes, with everyone telling them their industry represented the next big wave in home entertainment, they now embarked on one of the most spectacular boom-and-busts of the home-computer era.

The first step in any good software flameout is to collect lots and lots of investment capital from folks as entranced as you are by the hype about your industry, but who are nevertheless guaranteed to want their money back when the hype doesn’t pan out. HES accepted huge cash injections from the major Silicon Valley venture-capitalist Tech Venture and from a company called Action Industries, a manufacturer of household knickknacks (!) based in Pennsylvania. Most interestingly, Microsoft also came on board. Their participation led to HES releasing a Commodore 64 version of Multiplan, Microsoft’s first attempt at a spreadsheet program in those years before the Office hegemony. Multiplan represents the only piece of software Microsoft would ever develop for the 64.

The next step is to overextend your distribution network. HES aggressively pushed their software into mass merchandisers like K-Mart and Toys “R” Us, opening the way for other publishers to do the same but paying dearly for the privilege of being first. By 1984 Balakrishan estimated that HES’s games were available through 8000 different outlets, while most competitors were only in 3000. This was good in its way, perhaps, but also meant that HES had to make a lot of copies right from the launch of each new title to have it available in so many places. And that in turn meant that when a new title turned out to be a flop — as did for example HESGames, an Olympic-themed effort that was roundly pummeled in the marketplace by Epyx’s Summer Games — they were left stuck with huge amounts of unsold inventory.

Jay Balakrishnan with Leonard Nimoy

Jay Balakrishnan with Leonard Nimoy

Finally, you have to spend hugely on advertising and promotion in comparison to the amount you spend on actually, you know, writing software. The remade HES made their first big promotional splash at Steve Wozniak’s second (and final) US Festival on Memorial Day Weekend 1983, where they had a big spread inside the tech expo. (At a press conference there HES’s spokesman inexplicably spilled the beans at considerable length about IBM’s still-secret PCjr project, to which HES, like a number of software companies, was privy. IBM was, needless to say, livid. An insider with whom I’m in occasional contact who was there claims the spokesman “might have been stoned — there were lots of drugs at that concert.”) They then rented a sort of permanent floating software exhibition on the retired aircraft carrier and newly minted museum ship Intrepid on Manhattan’s West Side. In early 1984 they made their biggest splash when they acquired the services of Leonard Nimoy as spokesman; if Commodore had used Captain Kirk to make the VIC-20 a raging success, they would use Mr. Spock to do the same for HES. Unfortunately, Nimoy seemed to know even less about computers than William Shatner; when asked what kind of computer he had at home, he said he didn’t know. (Nimoy was making a lot of strange career choices at this time, including driving a car for the Bangles in an incomprehensible music video for an admittedly pretty great song and plugging “erasable programmable logic devices” — Mr. Spock! get it? — something he presumably knew even less about than home computers, for Altera Corporation. InfoWorld magazine shruggingly concluded that he was maybe just “hard up for cash.”)

The somewhat, well, intellectual thrust of these promotional efforts, of using Mr. Spock as spokesman and hawking wares inside a museum, points to an interesting dichotomy about HES. They may have been rushing to hit the center of the mass market, but at the same time they weren’t dumbing down their products to do it. Far from it. HES was pushing hard to define themselves as a maker primarily of “edutainment” products. In a 1984 interview with InfoWorld, Balakrishnan describes an intriguing mix of upcoming high-concept titles, most of which would never see the light of day.

We’ve got a game called Cell Defense, in which you are in charge of your body’s immunological system, and viruses attack you. There are various levels. These affect how fast your cells reproduce and whether you are a sick or healthy organism. You are learning a lot about the body as you play the game.

Then we have another game called Reflections, that’s based on physics, with all kinds of lights and bouncing reflections. Then there’s Life Force, in which you essentially learn about genes and genetics. It has eight levels. In the first one, you create an amoeba, then you get into multi-celled organisms. Man is the seventh level. The eighth is the mystery one in which you create an unknown organism by taking ribosomes and nuclei and putting them together.

Our fourth game is called Ocean Quest, in which you go and look for sunken treasure. As you do that, you learn about undersea life. There are different scenarios that affect the game, such as whether you are in the Pacific or the Atlantic. Of course, undersea life and fish differ according to the region.

Following the videogame crash and burn, conventional wisdom held that the simple action games which had defined digital entertainment for the masses prior to that point were now passé — dangerously so, in fact. Tellingly, in that same InfoWorld interview Balakrishnan manages to never mention Jeff Minter or his games in describing HES’s rise to prominence. HES’s 1984 portfolio, like the bookware phenomenon, can be read as a sign of a home-computer software industry wanting to differentiate itself from videogames for very practical commercial reasons. Yet, just as most of the people producing bookware really, deeply believed in it as a potential revolution in reading, HES had plenty of idealism to accompany their excess. If they oversold how much the computers for which they produced software could actually do, well, that was down at least as much to their own dreamy technological utopianism as a simple need to move product. It was a strange, heady time in computer games.

Of course, it also couldn’t last, and for the overextended, over-expanded HES least of all. As these things so often do, the downfall came amazingly quickly. Leonard Nimoy debuted as HES’s spokesman in March of 1984. InfoWorld published the aforequoted ebullient profile of HES and Balakrishnan in their September 3, 1984, issue. Six weeks later the same magazine announced that “HES nears bankruptcy,” that they were casting about desperately for a buyer from amidst their erstwhile competitors while the investors bayed in outrage and flatly refused to throw good money after bad and the axe fell on two-thirds of their 90-person workforce. Days later they filed Chapter 11 bankruptcy. When asked what had happened, Morgan didn’t have a whole lot of insight to offer: “People stopped buying products.”

The remnants of HES were eventually acquired by Avant-Garde Publishing of Eugene, Oregon, a company which dated from the same year as HES and had its own fleet of eager venture capitalists behind it. Avant-Garde kept the HES name alive for a while; the original plan for the merger had the HES name being used for lower-end, mass-market software, the Avant-Garde name for higher-end IBM and Apple software to be sold through dealers. But, while Avant-Garde did keep a number of older HES titles in circulation for a time, they released just one new one under the label. Within a couple of years Avant-Garde too would be gone, justifiably so in light of cheesy efforts like Joe Theismann’s Pro Football, Dave Winfield’s Batter Up!, and Slugfest: Chris Evert-Lloyd Tennis, which purported to teach you or your kids how to play their respective sports with the help of their respective athlete endorsers.

Jay Balakrishnan continued undeterred as a serial entrepreneur. By the January 1985 Consumer Electronics Show he had already started a new outfit called Solid State Software to develop a new line of productivity software for the trusty old Commodore 64. The circumstances were, mind you, quite a bit different from the glory days of HES. At the January 1984 CES you couldn’t get behind the facade of HES’s grandiose exhibit to see him unless you were a VIP. In January 1985 Info magazine found him sitting behind “a card table in an 8′ X 8′ booth with a stack of 2-color brochures. How times change.”

(Print sources include: the January 1985 Creative Computing; the May 19 1983 Popular Computing Weekly; the September 3 1984, October 15 1984, October 29 1984, and November 19 1984 InfoWorld; Info #6; the October 11 1985 MicroTimes; the February 1981 and April 1986 Compute!. Online sources include articles in The New Indian Express and Rick Melick’s site. The photographs come from InfoWorld. And my anonymous source for the US Festival anecdote shall remain anonymous…)

 

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