Mechanical Advantage: Tools for the Wild Vertical

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First carabiners for climbing-summary.

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First carabiners for climbing-summary.

Mechanical Advantage Series by John Middendorf

John Middendorf
Aug 9, 2022
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First carabiners for climbing-summary.

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European steel carabiners pictured in the American Alpine Journal in an article called “Helps to Climbers” by Max Strumia in 1932 Max (Massimo) Strumia was born in Italy in 1896, and emigrated to the USA in1920.

Buy the books here:

Volume 1: (mostly) European Tools and Techniques to the 1930s

Volume 2: (mostly) North American Climbing Tools and Techniques to the 1950s


Summary:

  • The common lore that climbing carabiners were ‘invented’ in 1910 is nuanced.

  • Carabiners were first used for rock climbing in the late 1800s.

  • Carabiners in 1910 were mostly used for body-weight only aid systems.

  • Stronger carabiners for running belays and able to withstand the forces of a runing belay fall appear more widely in the 1920s as a pear-shaped design, and became standard equipment for long multi-pitch technical rock routes by the 1930s, when strong oval carabiners then become the standard design.

  • The carabiner as we generally know and use them today first appear in the 1920s and 1930s as a standard climbing tool. Two or three carabiners were considered the most one would ever need, until the advent of the more technical big walls of the 1930s.

Early carabiner evolution (summary notes).

The myth of the “1910 first carabiner” was covered in a previous post. Recently I traveled to the American Alpine Club Library and was able to hold some of the oldest climbing carabiners in my hand. The researched early history of the carabiner with its main function as part of a running belay goes like this:

As they were known in the English world, Snap Links were called Karabinerhaken in German, where various new designs were engineered in the 19th century, and evolved with the availability of better steels, with many types of snap links for various purposes. Many designs were available in the early 1900’s.

Various early snap link designs in the German patent search.
Various early snap link designs in UK and US databases.

The fireman’s rope access device, a forged steel design, had been adopted by a small number of climbers but not widely used, as they were specialized, costly, and heavy. The original use was as a device attached to a waist harness for rope work, much like we use a GriGri today, though the idea of a mechanical belay for a leader was still a distant concept. These “Pompier belts” with a strong forged openable link date back to the mid-19th century and were noted in the journals as a climbing and rescue tool as early as 1887 (see appendix).

In the Elbsandsteingebirge, climbers with a single free-carabiner on their rack date as far back as 1892, primarily used to attach oneself to an anchor while setting new routes or for threading a rope through an anchor (footnote). Notes in the previous post on carabiner evolution and in Appendix 1 below, provide further information on the carabiners used in the Elbsandsteingebirge (Joachim Schindler Collection, Dresden).

So perhaps is more proper to say that carabiners were ‘invented’ for climbing in the late 1800s, and used as a temporary point of attachment, or by some as a rappel device, though the simpler and more widely available strong forged ring was more likely employed as a descending ring, though most climbers simply used a body friction rappel method to descend.

Toward the end of the 19th century, more climbers began using mass-produced steel snap links bent from round stock and with an openable gate, most likely designed for other purposes, but their legacy of deriving from the specialized versions made for a fire brigade Pompier belt continued, as it reinforced the importance of needing a high-strength version for climbing; but is more likely that early carabiners were adopted from mining and other industries that were also producing high-strength snap links (see appendix for examples). Knowledge of carbon steel (steel types and heat treatment) was still a domain of engineers and blacksmiths, and some faulty tools were introduced into the early belay/rope systems, and contributed to documented accidents involving equipment failure.

First known carabiners for pendulums and aid techniques

One design, a general-purpose link that probably first appears in the mid-19th century, made with a steel bending operation, is still a standard “snap link” design in the modern world for all sorts of applications (a typical load rating is about 120kg.). This design was adopted for early climbs involving aid and pendulums in the 1910s, a style that fully matured as a double rope technique by the 1930s (see Europe, part C).

Typical Snap Links are available at every hardware store (this one from Red Lodge, Montana Ace Hardware). These were also common links in the 19th century and mass-produced from mild steel. Footnote: I recently tested one, and it tested well but unlikely to catch a climbing lead fall.
State-of-the-art climbing carabiner design, 1920

It has never been clear who first used carabiners for complex lead climbs, as a means to winch oneself up on a piton with the rope, or as a pulley point for a tension traverse, but their initial use was primarily as a point of aid. The big wall techniques using carabiners were pioneered in the Wilder Kaiser by a number of climbers prior to WWI, Georg Sixt seems to have been one of the innovators. Still, history records Otto Herzog as the “inventor” perhaps because his routes were bold and became famous as testpieces of the new style of climbing involving artificial aid, i.e. engineering pitons and rope systems to help with the ascent of the biggest rock walls ever attempted at the time.

Above: screenshot from the previous post of early documented use of the carabiner as an aid tool, with new carabiner techniques for tension traverses and pendulums becoming very well known by 1913 Many years later, Herzog recalled using his first use of carabiners in 1910, hence the oft-cited date of ‘invention’.

First “real” climbing carabiners, 1920s

Early “full-strength” carabiners recommended for climbing and used as part of a running belay appear more widely starting in the 1920s; these are the stronger pear-shaped snap links, made with a bending process from medium-carbon steel (with a good balance of ductility and strength) with a spring-loaded gate, and were used as part of a running belay; that is, as a means to clip a running belayed rope into a piton or other anchor to shorten the length of a leader’s potential fall. In other words, what we consider a “real” climbing carabiner, used to clip into protection while on lead, and most importantly, able to withstand the forces generated in a lead fall.

In the 1920s Nieberl guides to climbing tools and techniques, the carabiner is described: "Karabiner. A modern, very important tool for difficult climbing is the karabiner, made of the best forgeable steel with meticulously crafted snap openings, something like the ones in use by the fire brigade for a long time, of course in smaller dimensions. The previously used form (a) suffers from the fact that the bent area can only too easily jam the rope. This disadvantage is avoided with the uniformly oval carabiners (b and c)." Note: fireman Pompier belt rings generally appear as heavy forged tools, while the carabiners referenced by Nieberl were manufactured from round steel stock bent in a curved die and most likely initially adopted from other industries. The early fully-oval design (b, center) was noted to be very weak due to the loading on the gate.
An early explanation of the new equipment in the 1922 Bayerland section of the German Austrian Alpine Club newsletter. Courtesy Hermann Huber.

These stronger pear-shaped carabiners were the standard for a decade or so until strong oval carabiners become the standard carabiner in the later 1930s (some of the earlier oval shapes were weak due to the loading on the gate, as noted in the literature). Pear-shaped carabiners in the 1920s were strong enough to be part of a running belay and were capable of holding the longer (survivable) falls of the era, though perhaps not with a large margin of safety. Only some are marked with manufacturer details, but certainly, sourcing the right brand and reputation would have been important for early climbers using them in high-load situations; there are a few nice examples in the American Alpine Club museum/library and in a few online collections.

Early climbing carabiners and old pitons in the AAC museum. Courtesy AAC/Katie Sauter. This design first appears in the 1920s. ASMÜ was likely the first to offer (unbranded) mass-produced carabiners made specifically for climbing purposes. Grivel was probably also making climbing carabiners prior to WWII, and there were also some probably some other manufacturers of high-strength snap links in Europe at the time. It would be of value to determine the exact type of carbon steel to help identify the origins of these early pear-shaped carabiners.
Another key screenshot from prior post—early strong pear-shaped carabiners first appear in the 1920s and became standard equipment by the 1930s. The famous Nose Traverse depicted above was first climbed without carabiners using the Dülfer rope traverse method involving a second rappel rope.

Hemp rope slings were safely used for running belays

Even into the 1930s, connecting the lead rope to an anchor with a short loop of knotted rope instead of a carabiner was still a standard running belay attachment method. What is definitely a big No-No today with nylon ropes, due to the low melting temperature of nylon, is any rope-on-rope dynamic system; the friction of a rubbing rope will quickly cut nylon rope or sling. Hemp and manila slings can withstand higher frictional cutting before failing and were safely used as the primary means to attach a lead rope into a piece of protection for the decades before widespread carabiner use. A hemp or manila rope-on-rope system was strong enough to catch a short fall, and even some long falls (see Piaz chapters). On the other hand, carabiners were favored for climbs involving aid from the rope, as a means to winch oneself upward on a piton using one of the lead ropes, or for a tension traverse where the belayer provides slack as the lead climber maneuvers laterally with rope tension. In the 1920s, most pieces of protection were still tied in with a sling, as having three carabiners would have comprised a top-notch rack, and many climbers would have had none or only a few carabiners on the long climbs in this early era, until the advent of climbs involving the heavy use of artificial aid in the 1930s.

Note about threading ring pitons: In the age of ring pitons before carabiners, some say that the climbers had to untie, then re-tie to thread a ring piton. Certainly, the climbers in the Elbsandsteingebirge were using this technique on routes with a couple of ring bolts and long runouts, but in general, the idea of untying and re-tying the lead rope as a standard technique is another myth of the age. There are a few cases referenced in journals of a climber untying and retying the lead rope on long rock routes, but mainly in cases where climbers have come across a fixed piton on established routes. I think it only happened when climbers did not have a "Seilring" (rope sling), a very standard piece of equipment for climbers who used pitons for protection and belays on first ascents. In other words, why would you thread the eye of a piton (or a ring piton) when you had a knotted sling to attach to the piton to create a running belay? Not to mention rope drag with the small ring of the typical ring pitons of 1910-1914. There are many more references to rope slings (Seilringe) than threading the climbing rope into a ring-piton. In other words, in the Eastern Alps prior to the widespread availability of carabiners, the need to untie/retie the lead rope was generally only employed by unprepared climbers (ohne Seilringe—without slings) who were repeating a route with fixed pitons.

Oval Carabiners 1930s and beyond

By the 1930s, steel oval carabiners with parallel sides and symmetric radius curves became a standard climbing carabiner design, and climbing with carabiners became the normal practice. It is likely that August Schuster organized the first mass-produced steel carabiners made specifically for climbing in the late 1920s or early 1930s.

The first American carabiners were likely the steel oval carabiners made for the US Army. The next carabiner breakthroughs will appear after WWII with lighter aluminum ovals with a pinned gate, then the D-shaped carabiner designed to lessen the loading on the gate opening, as well as many other shapes and types. Pear-shaped carabiners disappear for several generations and only become standard again in the 1980s as a preferred locking harness carabiner.

August Schuster designed and sourced the highest quality climbing gear and his ASMü climbing gear was a primary source of climbing gear for climbers all over the world starting in 1913 and well into the 1960s. Marty Karabin collection.
Gary Neptune collection. Oval carabiners from Sporthaus Schuster (ASMü) were used on the Eiger, 1938. Ref: Flori Schuster, 100 Years of Sporthaus Schuster, 2013

Postscript: what was just to be a quick update with a few new bits of evidence became this long post. Apologies for the protracted explanations but thanks for reading this far! Of course there are still missing bits of history to fill in, but the goal has been to cover the broad strokes in the developments of climbing carabiners. Please feel free to comment if you have any questions or anything to add. My interest is in the development of the tools and techniques that make big rock walls possible, and the wider-spread availability of strong carabiners in the 1920s and 1930s was a key to this end, but of course, more could be discovered about the developments of the bold mostly free climbing techniques in places like the Elbstandsteingerbirge (Dresden) to dive deeper into details of early carabiner use—see appendix below.

More evidence/tidbits:

Early Pear-shaped carabiner. Historishes Alpenarchiv
Trenker 1935.
Karabiners clearly being used as a climbing tool in the Eastern Alps in the German/Austrian Alpine Newsletters.
Exchanging theories with other historians. Eight carabiners were used on the first ascent of Waddington, along with18 pitons, which would have been one of the larger racks used on a climb in North America at the time. The large eye on Jack Tackle’s Waddington piton (next post) seems clearly designed to accept a doubled 8mm or larger rope sling.
1932 Sporthaus Schuster catalog
another shot of early carabiner and pitons in the AAC collection.
more goodies in the AAC Harvey Carter collection.
August Schuster invented and distributed climbing tools that were essential for the hardest climbs prior to WWII, Flori Schuster writes, “My grandfather let his own experience on the mountain flow directly into the development of new products. He then tested the results again on the wall, which is how the famous Schuster pitons were created, which are used as an aid when climbing and to secure the climber. They hit the mountaineering scene as a real hit and marked a new era of alpine safety. No piece of equipment was left untouched, people questioned, studied and experimented, always with the intention of making the adventure of mountaineering safer. His highly functional inventions contributed to the fact that the name August Schuster Munich, abbreviated to ASMü, was registered as an international trademark in 1926.”
Early climbing carabiners were made with the same technology as chain manufacture.
at the Neptune collection in Boulder (July 2022)
another early mechanical descent system (Gary Neptune museum)
From Gary Neptune’s collection, a lightweight aid-only snaplink/carabiner still used in the 1970s for temporary aid in the Elbsandsteingebirge. Compare with the fire brigade tool above.

Appendix 1. Sammlung Joachim Schindler, Dresden

Evidence of carabiners in the Elbsandsteingebirge from Joachim Schindler (Dresden sandstone noted as the “low mountains”)

Joachim writes:

On some aspects - such as the date for the introduction of carabiners - there are very different versions of the information. For all technical equipment such as rings, hooks, carabiners, climbing ropes, rope slings, etc., there are various statements and claims. There is a date when these tools were generally known, but there were already individual users and experiments.

Perhaps another important statement: For a long time, Alpine historians paid little attention to what was happening in the low mountain ranges or viewed them with low value with regard to climbing technology. For example, the first climbing guide for Saxon Switzerland was published in 1908 - in other climbing areas many years later. With the climbing guide by Dr. Rudolf Fehrmann, ALL routes were classified in difficulty levels I to VII as early as 1923. Three years later, Welzenbach suggested a difficulty scale from I to VI!!!

- Around 1910 "Rambo" Herzog is said to have introduced the snap hook. My photos show climbers with rope slings and carabiners in Saxon Switzerland as early as 1892/93!!! I have more examples, but I'm still working on them myself.

Best regards from Dresden

Achim

Below images from the Joachim Schindler collection provided to verify carabiners in the Elbsandsteingebirge as early as 1892:

Left: Turner with rope sling and carabiner. 1892. Center: Otto Lugenheim ties himself to the ring on the Schrammtorwächter, 1908/ Right: Rudolf Kaden at the ring on Schrammtorwächter, 1934. Dresden climbers equipped with a single carabiner for attaching oneself to an anchor temporarily to belay or thread the rope for free climbing.
Above: Carabiners designed for the mining industry as depicted in the 1908 Mining Technology yearbook, probably some of the first strong snap-links adapted for climbing.
1914 carabiners used in the Sächsischen Schweiz.
Schindler.1964: "Festschrift 100 Jahre Bergsteigen":
"Der Bergsteiger" article by Schindler 1993 for ring renovation in the Saxon Switzerland
Pit Schubert on the first ring in Saxon Switzerland (2001). This photo shows a technique for lead bolts of tying and retying the lead rope. Hanging on the bolt was not considered a point of artificial aid. This free-climbing technique was mainly only practiced in the Dresden area.
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First carabiners for climbing-summary.

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Tarquin Wilton-Jones
Jul 18

In case you had not found it before; this is the origin of the Rambo myth:

https://www.alpinejournal.org.uk/Contents/Contents_1969_files/AJ%201969%20315-340%20Equipment.pdf

It includes the details about the fire brigade, and the likely design of the carabiner (gourd shaped, which they called "pear", since that is what it was called in German - this is different from what we call pear-shaped in English). It starts the idea that he used actual fire brigade carabiners, suggesting which company might have produced them.

It shows that Dülfer was using them even earlier; 1910, while the 1939 article stated that Rambo was using them experimentally in 1912, not 1910. However, it is easy to see from the way that 1968 article is written, why people might have jumped to that conclusion. The article says that Rambo was experimenting (with carabiners, presumably) on Fleischbank before Dülfer used them to climb it. But that was in 1912, not 1910. Dülfer used them for belaying in 1910. Rambo experimented with them on Fleischbank in 1912. Dülfer used them to climb Fleischbank in 1912.

Very interesting article, that clearly shows that it is all third hand information, promoted by a family member (rather unsurprisingly).

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Tarquin Wilton-Jones
Jun 30

Fire brigades had numerous designs, some having the old visible leaf spring, some having a captive eye, and some being gourd shaped.

1872, fire brigades were using carabiners (they called it a "loop") as a descender, using a carabiner wrap, with the rope pulled three times through it - very clear instructions:

https://www.google.co.uk/books/edition/Exercier_Reglement_der_Grazer_freiwillig/s8ZnD6oJtYMC

By 1877, the design with a torsion spring is mentioned as an "older design", and I think that is because the gourd design appeared in 1872:

https://www.google.co.uk/books/edition/Illustrirtes_Konversations_Lexikon/XjoajblnQ34C?hl=en&gbpv=1&dq=%22Karabinerhaken%22+feuerwehr&pg=PA121&printsec=frontcover

(I have no reference for the 1872 thing, I just extrapolated from which sellers were selling it later, and when they started selling - specifically https://anno.onb.ac.at/cgi-content/anno-plus?aid=dfw&datum=1872&pos=47 )

In 1877, they seemed to be selling gourd shaped carabiners only:

https://www.google.co.uk/books/edition/Feuerwehr_Taschenbuch/dXyrN_BVA7cC (page near the end with pictures)

The carabiner wrap descender comes from 1878:

https://www.google.co.uk/books/edition/Illustrirte_Feuerl%C3%B6sch_Regeln_f%C3%BCr_Jede/eUHg1UtG8pEC?hl=en&gbpv=1&dq=%22Karabinerhaken%22+feuerwehr&pg=PA25&printsec=frontcover

The illustration uses an older design of carabiner. The same book shows the old leaf spring design, and a smaller captive eye design used to link ropes. It also shows a dedicated belay frame that can be placed inside a window, which has several carabiners to use for belaying a rope, or to belay people using a carabiner wrap. Very interesting book!

1885, the small captive eye design used to link ropes or connect them to belays:

https://www.google.co.uk/books/edition/Handbuch_der_Freiwilligen_Feuerwehr_M%C3%BCn/bDw57rV9xCAC?hl=en&gbpv=1&dq=%22Karabinerhaken%22+feuerwehr&pg=PA335&printsec=frontcover

https://www.google.co.uk/books/edition/Kalender_für_die_bayerischen_Feuerwehre/rbl4IPlby-EC

1894, they used carabiners on the ends of ropes to allow them to be quickly joined to make a longer rope.

Mining is a little different. I still think they originally got their designs from the fire brigades, but manufacturers quickly adapted to the needs of each industry separately. The gourd shaped carabiners were either called "pear shaped" or "fire brigade" in German, which is why so many references claim to be using fire brigade carabiners - they are referring to the shape, not the intended users.

The first mention I have found of a spring hook was in 1933, in Hetton Colliery in England (described in German):

https://www.google.com/books/edition/Archiv_für_Mineralogie_Geognosie_Bergba/xfA6AAAAcAAJ

I have searched through this set, which is based in Britain:

https://archive.org/details/pub_engineering-and-mining-journal

They have loads of "spring hook" and "safety hook" designs, but they are

all actual hooks, not carabiners as you or I would think of them. Eg.

page 817:

https://ia801907.us.archive.org/4/items/sim_engineering-and-mining-journal_1908-04-18_85_16/sim_engineering-and-mining-journal_1908-04-18_85_16.pdf

This shows the gourd and captive eye designs shown on this page, dating from 1908 in Germany, in the Sächsischen Schweiz region:

https://sachsen.digital/werkansicht/419721/20?tx_dlf%5Bdouble%5D=0&tx_dlf%5Bpagegrid%5D=1&tx_dlf_pagegrid%5B%40widget_0%5D%5BcurrentPage%5D=5&cHash=e4eb0ad03dfd1c6a073ae1f95c9a64f9

This shows a transition between gourd shaped and the 1922 narrow pear shape, from 1902 in Austria:

https://www.google.co.uk/books/edition/Oesterreichische_Zeitschrift_f%C3%BCr_Berg_u/kjY6AQAAMAAJ

I have not found anything showing the triangular carabiner design shown on this page as 1914. Personally, I think the dating of the carabiners in that image is wrong, since it shows the 1922 design as 1914 too. The gourd shaped carabiner is likely to be the only one from 1914. The others are from 1920-1922. But I cannot back that up with actual proof, it's just that that is when those designs first seem to have been used.

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