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Figure 7. (A) Hagman Balancer. (Reprinted from the 1929 U.S. Patent.6) (B) Hagman Balancers shown in an early
advertisement. The Hagman Balancers were produced by the Cleveland Dental Manufacturing Company until the early
1930s, after which they were produced by the Hagman Balancer Company. (Reprinted by permission from Dent Surv
1930;6:144.)
Figure 8. (A) Frontal view of the Balancer applied to a human skull. This shows the concept of an occlusal arc guide
in position conforming to an ideal occlusal plane. (Reprinted by permission.8) (B) Hagman Balancer. Lateral view of the
Balancer applied to a human skull illustrating that the occlusal plane is “in line” with the condyles. (Reprinted by
permission from Dent Surv 1930;6:118.)
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Figure 9. The 3 basic models of the Hagman Balancer: (A) the chrome-plated “Deluxe Balancer, (B) the “Junior
Balancer,” a cadmium-plated economy model, and (C) the “Special Deluxe Model R,” with an extended hinge axis and
adjustable functioning head. (A and B, from the collection of the University of Texas Health Sciences Center, Houston
Dental Branch; C, from the collection of the Houston Veterans Affairs Medical Center, Dental Service.)
holder” is located at a position above the incisal is not enough to develop and produce a well-
point on a line oblique to the occlusal plane: “The designed, well-made articulator to gain wide
pivotal point (41) is arranged to oscillate, describ- acceptance by the profession; history has shown
ing a geodesic line about the surface of a cone, as in that aggressive salesmanship and promotion,
the natural grinding movements in the human usually by the inventor himself on the “speak-
mouth.” The hinge axis (28) is on a level with the ing circuit,” has been the key to the successful
occlusal plane (31).4 marketing of new articulator designs.2 Babb
There has been some speculation concerning assigned the patent to the S. S. White Co., with
the fate of Babb’s articulator. The design was whom he obviously had a business arrange-
quite adequate for this type of articulator, and ment, possibly as an employee. In any case,
it was well constructed by the S. S. White Babb himself did not promote this articulator.
Dental Manufacturing Co., a leading producer
of dental equipment. Why, then, has it become A Successful Venture: The Hagman
merely a footnote in the history of articulators?
“Balancer”
After all, other instruments of similar design
were very successful over many years. Produc- In 1929, Harry C. Hagman (Fig 6) of Minneap-
tion issues associated with World War I may olis, MN, received the first of 2 patents for the
have limited its adoption, but the more likely “Balancer” articulator, a design concept that
reason for its failure was simply a lack of he had been developing since the early 1920s.5-7
promotion. James House has suggested that it Introduced in 1925 (Fig 7A), the Hagman Bal-
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Figure 11. (A) A Hagman “Deluxe Balancer” with a 4-inch occlusal arc guide attached to the functioning head and
related to mandibular occlusion rims. (B) A Hagman “Junior Balancer” with a 4-inch arc guide applied to mandibular
occlusion rim for mounting the mandibular cast. (C) An early model of the Hagman “Deluxe Balancer” with a mounted
mandibular cast and the denture teeth set to conform to a 4-inch arc guide. (D) An early model of the Hagman “Deluxe
Balancer” with the maxillary teeth arranged to articulate with the mandibular teeth set by the 4-inch arc guide.
Harry Hagman believed that “the ‘Balancer’ attachment (Model R only). The curved occlusal arc
articulator functioned similarly to the natural jaw guide plates and the dividers were also used for
and should not be limited to any one mounting assessing the occlusal curvature of the mandibular
technique.”9 Therefore, each of the “Balancer” teeth or occlusion rim.
models was supplied with special accessories to
accommodate most dentists’ preferences for
mounting casts. These were the “plane-line,” flat- Occlusal Arc Guides
plane guide, and mounting jig (occlusal level) tech-
niques; the use of the curved occlusal plane arc These metal guides represent spherical seg-
guides and dividers; and, of course, the facebow ments with radii of 2, 3, or 4 inches attached to
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the functioning head extending from the pen- Figure 13. These drawings of a Junior Balancer illus-
trate the simple plane line mounting technique. The
dulum. The lower cast was compared to succes- Junior Balancer was used for one patient at a time
sive arcs, and the one closest to the natural because the casts were mounted directly to the lower
occlusal curve was selected (Fig 11A). Mount- stage and upper cast support.
ing the casts involved setting the mandibular
cast against the mounting plate so that the
center of the pendulum bisected the center of mount the mandibular cast. For mounting
the curvature of the occlusal plane. With the edentulous casts and fabricating complete den-
mandibular cast supported in position by clay tures, either the plane-line method (for mono-
or wax, the maxillary cast was related to the plane occlusion) or an arc guide could be ap-
mandibular cast and secured with plaster to the plied to mount the mandibular cast (Fig 11B).
maxillary cast holder. The clay or wax support The maxillary cast was mounted in centric
was removed and replaced with plaster to relation to the mandibular cast, and the man-
dibular teeth were arranged to conform to the The Occlusal Level and Mounting Jig
arc guide (Fig 11C). The maxillary teeth were
This device was suggested by Dr. E. T. Tinker8 for
then set to the mandibular teeth (Fig 11D).
mounting related casts on the Balancer in the same
relative position or level as in the mouth and as a
The Dividers guide to determine the level of the occlusal plane
for the occlusion rims or for natural teeth (Fig
A mandibular cast was placed on the lower stage of 15A). The occlusal level consists of a vertical rod
the balancer, supported with clay or wax, and cen- (V) to which is attached an adjustable bitefork (C)
tered as previously described. A pair of special and an attachment (AT) for securing the vertical
6-inch dividers was set to an approximate radius of rod to the Balancer. Using the adjustable bitefork,
5-1/4 inches, and the curved end of the dividers was the occlusal level was applied using standard meth-
inserted into the depression of the top screw of the ods, that is, with either an occlusal index or occlu-
Balancer. The opposite (straight) end served as a sion rims (Fig 15B, C, and D). The vertical rod was
guide to determine the curve or height of the set so that it lined up with the center of the face and
occlusal plane and to assess what modifications are was oriented vertically in both facial and profile
necessary (Fig 12). perspectives (Fig 16 A and B). The vertical rod was
It is interesting to note that Hagman, perhaps in then placed into the attachment, and the bitefork
an attempt to boost the credibility of this proce- (with the related occlusal records) was centered
dure, expressed the notion that the use of dividers between the upper and lower cast holders and
for mounting casts “injects a scientific element in secured in the Balancer. This device could be used
establishing the level of the occlusal plane and in to mount casts arbitrarily without the patient.
determining the amount of extrusion and intrusion
of the individual teeth from personal diagnosis, to
arrive at an ideal occlusal plane.”9 The Facebow Attachment
The Special Deluxe Balancer Model R featured a
The Plane-Line Mounting Technique posterior crossbar, also known as an extended hinge
axis, for attachment of a facebow or hinge axis
This procedure was suggested for diagnostic casts recorder (Fig 17A). The functioning head of the
and for complete denture construction where Model R was adjustable in an anterior-posterior
monoplane occlusion was planned. Using the stan- direction to ensure that the pendulum was always
dard cast supports, occlusally related casts were centered directly over the occlusal plane. Figure
simply mounted with the occlusal plane oriented 17B is an illustration from a 1950 price list demon-
parallel to and midway between the cast holders strating the use of a mounting board to relate the
(Fig 13). Hagman Hinge Axis Recorder to a Deluxe Balancer
Model R.
The Flat Plane Guide
This accessory was another mounting device in-
The Balancer Natural Path Recorder and
tended primarily to establish the position of the
Gothic-Arch Tracing Device
occlusal plane for complete denture monoplane
setups (Fig 14A). The Flat Plane Guide consists of These intraoral and extraoral tracing devices
a flat horizontal plate (F.1) attached to the func- were provided for “those who desire to record
tioning head by a central vertical standard (F.2). the influences or characteristics of condylar
The plate was adjustable both vertically (F.7) and movements, muscles or inherent habits of func-
horizontally in the slot (F.8). The heels of the plate tion.”9 The technique for recording the natural
were angulated to rest on the retromolar pads (11), path included both devices and was a novel
and an incisal depth pin (F.4) determined the approach for producing a custom incisal guide
height of the incisal rim (Fig 14B). General average table. After the casts were mounted in the
measurements were used from the crest of the Balancer with any of the preferred methods,
ridge or normal peripheral border to establish the new record bases were constructed, and the
incisal height.9 Balancer Gothic Arch Tracing Device was
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Figure 15. The Balancer Occlusal Level and Mounting Jig (A). This device consists of a vertical rod with attached
adjustable bite mark and is used for either dentulous or edentulous patients (B, C, D). As a mounting jig intended for
leveling and centering the casts in the Balancer, it was probably used more often without the patient. (Reprinted by
permission.9)
mounted on the casts (Fig 18). Soft wax was record paths were followed to hand-generate
placed in the maxillary tracing cup (T1) for the wax pathways in the Balancer Natural Path
patient to generate protrusive and lateral oc- Recorder (Fig 19). The Recorder consists of an
clusal pathways with mandibular tracer point incisal pin (PR1) with a cone-shaped end (PR5)
(T2). The wax was removed from the cup, cast that can move within the incisal wax receptacle
in a silver or other suitable metal, and returned (PR2). As with the intraoral wax record, the
to the tracing cup to provide a stable and extra-oral wax record was cast in metal. For
well-defined record of the patient’s natural dentulous patients, this mechanism provided
function (Fig 18C). These metal intraoral the operator with a custom incisal guide table.
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Figure 16. Applying the Occlusal Level. The prongs of the bite fork were adjustable so that the standard could be set
vertically in both the facial (A) and profile (B) positions. (Reprinted by permission.9)
The “Inclinator” Attachment first, and the only 1 that was patented (in
1921),14 was the “adaptable spherical articula-
This mechanical incisal guide table could be inter-
tor” (balancer-type design), which also fea-
changed with the Natural Path Receptacle. It was
tured a “guiding mechanism that restricted its
designed to be a controlling “gothic arch” incisal
guide with adjustments for protrusive and lateral motion to a definite incisal path.”15
excursions (Fig 20). Why did Needles choose this hybrid design? He
had been convinced that Gysi’s theories on condylar
movement and the relationship of the “gothic-arch”
The Balancer Clasp Surveyor incisal path to his concept of mandibular rotation
All models of the Balancer provided for attachment centers were conclusive.16 However, by about 1920,
of the Clasp Surveyor (Fig 21) by simply removing Needles had also become persuaded by what he re-
the upper cast holder, locking the pendulum with ferred to as “the fundamental truth” of George Mon-
setscrew A, and securing it to the Balancer with son’s “spherical” theory. Its appeal to him was that “it
screw E. This device was a “broken arm” type with fitted in with the observed conditions almost per-
a spring-loaded marker for automatic return of the fectly.”15 Needles faced a paradox: 2 seemingly con-
stylus to the original position when released. flicting theories on the nature of mandibular move-
ment, each believed to be fundamentally sound.
Could Dr. Monson’s Spherical Theory and the con-
Dr. John Needles’s First Articulator cepts of Dr. Gysi be combined in a practical artic-
John Walter Needles of Pueblo, CO, is probably ulator?
best known for his functionally generated path Needles’s initial idea was to design an artic-
technique known as the “Needles-House chew- ulator based on the spherical theory but to
in.”2 He also developed a split-cast method for modify it so as to leave the size of the sphere
testing the adaptability of articulators12 and variable, to conform to different patients
designed an incisal control system as the pri- (Fig 22). It was accepted that the average
mary guidance for lateral mandibular move- radius of the sphere was 4 inches, but that it
ment. He is also remembered for his collabo- frequently varied in both directions. Therefore,
ration with Milus M. House on various aspects if the rotation center or “universal joint” (axle
of articulator design, including a rotary grind- 30) could be brought forward by adjusting the
er.2 Needles also produced 2 articulators.13 The assembly (26) along the rotational axis (threaded
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Figure 17. (A) The Special Deluxe Model R Balancer. This model, with both the extended hinge axis and adjustable
functioning head features, illustrates how the facebow is applied and the head adjusted to assure that the cast is
centered directly below the pendulum. (Balancer, from the collection of the Veterans Affairs Medical Center Dental
Service; Snow Facebow, from the collection of the author.) (B) Special Deluxe Model R with extended hinge axis. The
Hagman Hinge Axis Recorder is in place using a mounting board. (Reprinted by permission.10)
317
Figure 18. (A) Balancer Gothic-Arch (Intraoral) Tracer. The parts include the maxillary tracing cup (T1) for retaining
an aluminum disk (T4) for Gothic arch tracings or wax for generating a natural path. Also pictured are the tracer point
(T2) and tripod table (T3). (B) The Balancer Gothic-Arch Tracer mounted on the casts with record bases. (C) For
natural path tracings, the wax is removed from the cups, cast in a silver alloy, and returned to the cup, creating a durable
patient-generated (intraoral) record that is traced when producing the hand-generated natural path (extraoral) tracing.
(Reprinted by permission.10)
shaft A), then the center of the universal joint center could be considered as a pole located on
could be adjusted to be opposite the incisal point. the surface of the sphere and that rotation about
If the articulator was then adjusted by means of one of these axes corresponds to the working bite
the incisal pin (37) and guide mechanism (8), so on that side.”15
that the universal joint was in a plane vertically Another idea to emerge from Needles’s concept
above the deepest position of the curve of occlu- of mandibular movement and approach to articula-
sion, it would be in approximately the correct tor design was his “functionally generated path”
position. Needles’s gothic arch incisal guide method for recording jaw relations. This technique
mechanism8 was designed as a primary guiding involved shaping modeling plastic occlusion rims to
system with the idea that “Gysi’s rotation center conform to the surface of a sphere. The rims were
represents one point on a rotational axis passing tested in the mouth and altered so that they re-
through the center of the sphere. This rotation mained in contact while the patient executed all
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Figure 19. The Balancer Natural Path (extra-oral) Tracer. (Reprinted by permission.11)
319