A Samsung fax machine

Fax (short for facsimile), sometimes called telecopying, is the telephonic transmission of scanned printed material (both text and images), normally to a telephone number connected to a printer or other output device. The original document is scanned with a fax machine (or a telecopier), which processes the contents (text or images) as a single fixed graphic image, converting it into a bitmap, the information is then transmitted as electrical signals through the telephone system. The receiving fax machine reconverts the coded image, printing a paper copy.^[1] Before digital technology became widespread, for many decades, the scanned data was transmitted as analog.

Although businesses usually maintain some kind of fax capability, the technology has faced increasing competition from Internet-based alternatives. Fax machines still retain some advantages, particularly in the transmission of sensitive material which, if sent over the Internet unencrypted, may be vulnerable to interception, without the need for telephone tapping. In some countries, because electronic signatures on contracts are not recognized by law while faxed contracts with copies of signatures are, fax machines enjoy continuing support in business.^{[citation needed]}

In many corporate environments, standalone fax machines have been replaced by "fax servers" and other computerized systems capable of receiving and storing incoming faxes electronically, and then routing them to users on paper or via an email (which may be secured). Such systems have the advantage of reducing costs by eliminating unnecessary printouts and reducing the number of inbound analog phone lines needed by an office.

History[link]

Wire transmission[link]

Scottish inventor Alexander Bain worked on chemical mechanical fax type devices and in 1846 was able to reproduce graphic signs in laboratory experiments. He received the first fax patent in 1843. Frederick Bakewell made several improvements on Bain's design and demonstrated a telefax machine. The Pantelegraph was invented by the Italian physicist Giovanni Caselli. He introduced the first commercial telefax service between Paris and Lyon in 1865, some 11 years before the invention of telephones.^[2][3]

In 1881, English inventor Shelford Bidwell constructed the scanning phototelegraph that was the first telefax machine to scan any two-dimensional original, not requiring manual plotting or drawing. Around 1900, German physicist Arthur Korn invented the Bildtelegraph, widespread in continental Europe especially, since a widely noticed transmission of a wanted-person photograph from Paris to London in 1908, used until the wider distribution of the radiofax. Its main competitors were the Bélinograf by Édouard Belin first, then since the 1930s the Hellschreiber, invented in 1929 by German inventor Rudolf Hell, a pioneer in mechanical image scanning and transmission.

Wireless transmission[link]

As a designer for the Radio Corporation of America (RCA), in 1924, Richard H. Ranger invented the wireless photoradiogram, or transoceanic radio facsimile, the forerunner of today’s "Fax" machines. A photograph of President Calvin Coolidge sent from New York to London on November 29, 1924 became the first photo picture reproduced by transoceanic radio facsimile. Commercial use of Ranger’s product began two years later. Radio fax is still in common use today for transmitting weather charts and information to ships at sea. Also in 1924, Herbert E. Ives of AT&T transmitted and reconstructed the first color facsimile, using color separations. Around 1952 or so, Finch Facsimile, a highly-developed machine, was described in detail in a book; it apparently was never manufactured in quantity.

In the 1960s, the United States Army transmitted the first photograph via satellite facsimile ("fax") to Puerto Rico from the Deal Test Site using the Courier satellite.

Telephone transmission[link]

1964 was a landmark year when the Xerox Corporation introduced (and patented) what many consider to be the first commercialized version of the modern fax machine, under the name (LDX) or Long Distance Xerography. This model was superseded two years later with a unit that would truly set the standard for fax machines for years to come. Up until this point facsimile machines were very expensive and hard to operate. In 1966, Xerox released the Magnafax Telecopier, a smaller, 46-pound facsimile machine. This unit was far easier to operate and could be connected to any standard telephone line. This machine was capable of transmitting a letter-sized document in about six minutes. The first sub-minute, digital fax machine was developed by Dacom, which built on digital data compression technology originally developed at Lockheed for satellite communication.^[4][5]

By the late 1970s, many companies around the world (but especially in Japan), entered the fax market. Very shortly after a new wave of more compact, faster and efficient fax machines would hit the market. Xerox continued to refine the fax machine for years after their ground-breaking first machine. But, in later years it would be combined with Copier equipment to create the hybrid machines we have today that copy, scan and fax. Some of the lesser known capabilities of the Xerox fax technologies included their Ethernet enabled Fax Services on their 8000 workstations in the early 1980s.

Prior to the introduction of the ubiquitous fax machine, one of the first being the Exxon Qwip^[6] in the mid-1970s, facsimile machines worked by optical scanning of a document or drawing spinning on a drum. The reflected light, varying in intensity according to the light and dark areas of the document, was focused on a photocell so that the current in a circuit varied with the amount of light. This current was used to control a tone generator (a modulator), the current determining the frequency of the tone produced. This audio tone was then transmitted using an acoustic coupler (a speaker, in this case) attached to the microphone of a common telephone handset. At the receiving end, a handset’s speaker was attached to an acoustic coupler (a microphone), and a demodulator converted the varying tone into a variable current that controlled the mechanical movement of a pen or pencil to reproduce the image on a blank sheet of paper on an identical drum rotating at the same rate. A pair of these expensive and bulky machines could only be afforded by companies with a serious need to communicate drawings, design sketches or signed documents between distant locations, such as an office and factory.^[7] Western Union began a "Faxcimile Telegraphy" service in 1935. Their first coast-to-coast message contained images of Mickey Mouse.

Computer facsimile interface[link]

Capabilities[link]

There are several indicators of fax capabilities: Group, class, data transmission rate, and conformance with ITU-T (formerly CCITT) recommendations.

Fax machines utilize standard PSTN lines and telephone numbers.

Group[link]

Analogue[link]

Group 1 and 2 faxes are sent in the same manner as a frame of analogue television, with each scanned line transmitted as a continuous analogue signal. Horizontal resolution depended upon the quality of the scanner, transmission line, and the printer. Analogue fax machines are obsolete and no longer manufactured. ITU-T Recommendations T.2 and T.3 were withdrawn as obsolete in July 1996.

• Group 1 faxes conform to the ITU-T Recommendation T.2. Group 1 faxes take six minutes to transmit a single page, with a vertical resolution of 96 scan lines per inch. Group 1 fax machines are obsolete and no longer manufactured.
• Group 2 faxes conform to the ITU-T Recommendations T.30 and T.3. Group 2 faxes take three minutes to transmit a single page, with a vertical resolution of 96 scan lines per inch. Group 2 fax machines are almost obsolete, and are no longer manufactured. Group 2 fax machines can interoperate with Group 3 fax machines.

Digital[link]

The chip in a fax machine. Only about one quarter of the length is shown. The thin line in the middle consists of photosensitive pixels. The read-out circuit is at left.

A major breakthrough in the development of the modern facsimile system was the result of digital technology. Where the analog signal from scanners was digitized and then compressed, resulting in the ability to transmit high rates of data across standard phone lines. The first digital fax machine was the Dacom Rapidfax first sold in late 1960s, which incorporated digital data compression technology developed by Lockheed for transmission of images from satellites.^[4][5]

Group 3 and 4 faxes are digital formats, and take advantage of digital compression methods to greatly reduce transmission times.

• Group 3 faxes conform to the ITU-T Recommendations T.30 and T.4. Group 3 faxes take between six and fifteen seconds to transmit a single page (not including the initial time for the fax machines to handshake and synchronize). The horizontal and vertical resolutions are allowed by the T.4 standard to vary among a set of fixed resolutions:
  • Horizontal: 100 scan lines per inch
    • Vertical: 100 scan lines per inch ('Basic')
  • Horizontal: 200 or 204 scan lines per inch
    • Vertical: 100 or 98 scan lines per inch ('Standard')
    • Vertical: 200 or 196 scan lines per inch ('Fine')
    • Vertical: 400 or 391 (note not 392) scan lines per inch ('Superfine')
  • Horizontal: 300 scan lines per inch
    • Vertical: 300 scan lines per inch
  • Horizontal: 400 or 408 scan lines per inch
    • Vertical: 400 or 391 scan lines per inch ('Ultrafine')
• Group 4 faxes conform to the ITU-T Recommendations T.563, T.503, T.521, T.6, T.62, T.70, T.72, T.411 to T.417. They are designed to operate over 64 kbit/s digital ISDN circuits. Their resolution is determined by the T.6 recommendation, which is a superset of the T.4 recommendation.

Fax Over IP (FoIP) can transmit and receive pre-digitized documents at near realtime speeds using ITU-T recommendation T.38 to send digitised images over an IP network using JPEG compression. T.38 is designed to work with VoIP services and often supported by analog telephone adapters used by legacy fax machines that need to connect through a VoIP service. Scanned documents are limited to the amount of time the user takes to load the document in a scanner and for the device to process a digital file. The resolution can vary from as little as 150 DPI to 9600 DPI or more. This type of faxing is not related to the e-mail to fax service that still uses fax modems at least one way.

Class[link]

Computer modems are often designated by a particular fax class, which indicates how much processing is offloaded from the computer's CPU to the fax modem.

• Class 1 fax devices do fax data transfer where the T.4/T.6 data compression and T.30 session management are performed by software on a controlling computer. This is described in ITU-T recommendation T.31.^[8]
• Class 2 fax devices perform T.30 session management themselves, but the T.4/T.6 data compression is performed by software on a controlling computer. The relevant ITU-T recommendation is T.32.^[8]
• Class 2.0 is different from Class 2.
• Class 2.1 is an improvement of Class 2.0. Class 2.1 fax devices are referred to as "super G3"; they seem to be a little faster than Class 1/2/2.0.
• Class 3 fax devices are responsible for virtually the entire fax session, given little more than a phone number and the text to send (including rendering ASCII text as a raster image). These devices are not common.

Data transmission rate[link]

Several different telephone line modulation techniques are used by fax machines. They are negotiated during the fax-modem handshake, and the fax devices will use the highest data rate that both fax devices support, usually a minimum of 14.4 kbit/s for Group 3 fax.

ITU Standard	Released Date	Data Rates (bit/s)	Modulation Method
V.27	1988	4800, 2400	PSK
V.29	1988	9600, 7200, 4800	QAM
V.17	1991	14400, 12000, 9600, 7200	TCM
V.34	1994	28800	QAM
V.34bis	1998	33600	QAM

Note that 'Super Group 3' faxes use V.34bis modulation that allows a data rate of up to 33.6 kbit/s.

Compression[link]

As well as specifying the resolution (and allowable physical size of the image being faxed), the ITU-T T.4 recommendation specifies two compression methods for decreasing the amount of data that needs to be transmitted between the fax machines to transfer the image. The two methods are:

• Modified Huffman (MH), and
• Modified read (MR)

Modified Huffman[link]

Modified Huffman (MH) is a codebook-based run-length encoding scheme optimised to efficiently compress whitespace. As most faxes consist mostly of white space, this minimises the transmission time of most faxes. Each line scanned is compressed independently of its predecessor and successor.

Modified Read[link]

Modified read (MR) encodes the first scanned line using MH. The next line is compared to the first, the differences determined, and then the differences are encoded and transmitted. This is effective as most lines differ little from their predecessor. This is not continued to the end of the fax transmission, but only for a limited number of lines until the process is reset and a new 'first line' encoded with MH is produced. This limited number of lines is to prevent errors propagating throughout the whole fax, as the standard does not provide for error-correction. MR is an optional facility, and some fax machines do not use MR in order to minimise the amount of computation required by the machine. The limited number of lines is two for 'Standard' resolution faxes, and four for 'Fine' resolution faxes.

Modified Modified Read[link]

The ITU-T T.6 recommendation adds a further compression type of Modified Modified READ (MMR), which simply allows for a greater number of lines to be coded by MR than in T.4. This is because T.6 makes the assumption that the transmission is over a circuit with a low number of line errors such as digital ISDN. In this case, there is no maximum number of lines for which the differences are encoded.

Matsushita Whiteline Skip[link]