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Franz Liszt (German: [ˈlɪst]; Hungarian: Liszt Ferencz, in modern usage Liszt Ferenc [ˈlist ˈfɛrɛnt͡s];[n 1] 22 October 1811 – 31 July 1886) was a Hungarian composer, virtuoso pianist, conductor, music teacher, arranger, and organist of the Romantic era. He is widely regarded to be one of the greatest pianists of all time.[1] He was also a writer, philanthropist, Hungarian nationalist, and Franciscan tertiary.
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Liszt gained renown in Europe during the early nineteenth century for his prodigious virtuosic skill as a pianist. He was a friend, musical promoter and benefactor to many composers of his time, including Frédéric Chopin, Charles-Valentin Alkan, Richard Wagner, Hector Berlioz, Robert Schumann, Camille Saint-Saëns, Edvard Grieg, Ole Bull, Joachim Raff, Mikhail Glinka, and Alexander Borodin.[2][failed verification]
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A prolific composer, Liszt was one of the most prominent representatives of the New German School (German: Neudeutsche Schule). He left behind an extensive and diverse body of work which influenced his forward-looking contemporaries and anticipated 20th-century ideas and trends. Among Liszt's musical contributions were the symphonic poem, developing thematic transformation as part of his experiments in musical form, and radical innovations in harmony.[3]
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Franz Liszt was born to Anna Liszt (née Maria Anna Lager)[4] and Adam Liszt on 22 October 1811, in the village of Doborján (German: Raiding) in Sopron County, in the Kingdom of Hungary, Austrian Empire.[n 2]
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Liszt's father played the piano, violin, cello, and guitar. He had been in the service of Prince Nikolaus II Esterházy and knew Haydn, Hummel, and Beethoven personally. At age six, Franz began listening attentively to his father's piano playing. Adam began teaching him the piano at age seven, and Franz began composing in an elementary manner when he was eight. He appeared in concerts at Sopron and Pressburg (Hungarian: Pozsony, present-day Bratislava, Slovakia) in October and November 1820 at age 9. After the concerts, a group of wealthy sponsors offered to finance Franz's musical education in Vienna.
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There, Liszt received piano lessons from Carl Czerny, who in his own youth had been a student of Beethoven and Hummel. He also received lessons in composition from Ferdinando Paer and Antonio Salieri, who was then the music director of the Viennese court. Liszt's public debut in Vienna on 1 December 1822, at a concert at the "Landständischer Saal", was a great success. He was greeted in Austrian and Hungarian aristocratic circles and also met Beethoven and Schubert.[n 3] In spring 1823, when his one-year leave of absence came to an end, Adam Liszt asked Prince Esterházy in vain for two more years. Adam Liszt therefore took his leave of the Prince's services. At the end of April 1823, the family returned to Hungary for the last time. At the end of May 1823, the family went to Vienna again.
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Towards the end of 1823 or early 1824, Liszt's first composition to be published, his Variation on a Waltz by Diabelli (now S. 147), appeared as Variation 24 in Part II of Vaterländischer Künstlerverein. This anthology, commissioned by Anton Diabelli, includes 50 variations on his waltz by 50 different composers (Part II), Part I being taken up by Beethoven's 33 variations on the same theme, which are now separately better known simply as his Diabelli Variations, Op. 120. Liszt's inclusion in the Diabelli project—he was described in it as "an 11 year old boy, born in Hungary"—was almost certainly at the instigation of Czerny, his teacher and also a participant. Liszt was the only child composer in the anthology.
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After his father's death in 1827, Liszt moved to Paris; for the next five years he was to live with his mother in a small apartment. He gave up touring. To earn money, Liszt gave lessons in piano playing and composition, often from early morning until late at night. His students were scattered across the city and he often had to cover long distances. Because of this, he kept uncertain hours and also took up smoking and drinking—all habits he would continue throughout his life.[5][6]
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The following year, he fell in love with one of his pupils, Caroline de Saint-Cricq, the daughter of Charles X's minister of commerce, Pierre de Saint-Cricq. Her father, however, insisted that the affair be broken off.[7] Liszt fell very ill, to the extent that an obituary notice was printed in a Paris newspaper, and he underwent a long period of religious doubts and pessimism. He again stated a wish to join the Church but was dissuaded this time by his mother. He had many discussions with the Abbé de Lamennais, who acted as his spiritual father, and also with Chrétien Urhan, a German-born violinist who introduced him to the Saint-Simonists.[5] Urhan also wrote music that was anti-classical and highly subjective, with titles such as Elle et moi, La Salvation angélique and Les Regrets, and may have whetted the young Liszt's taste for musical romanticism. Equally important for Liszt was Urhan's earnest championship of Schubert, which may have stimulated his own lifelong devotion to that composer's music.[8]
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During this period, Liszt read widely to overcome his lack of a general education, and he soon came into contact with many of the leading authors and artists of his day, including Victor Hugo, Alphonse de Lamartine and Heinrich Heine. He composed practically nothing in these years. Nevertheless, the July Revolution of 1830 inspired him to sketch a Revolutionary Symphony based on the events of the "three glorious days," and he took a greater interest in events surrounding him. He met Hector Berlioz on 4 December 1830, the day before the premiere of the Symphonie fantastique. Berlioz's music made a strong impression on Liszt, especially later when he was writing for orchestra. He also inherited from Berlioz the diabolic quality of many of his works.[5]
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After attending a charity concert on 20 April 1832, for the victims of the Parisian cholera epidemic, organised by Niccolò Paganini,[9] Liszt became determined to become as great a virtuoso on the piano as Paganini was on the violin. Paris in the 1830s had become the nexus for pianistic activities, with dozens of pianists dedicated to perfection at the keyboard. Some, such as Sigismond Thalberg and Alexander Dreyschock, focused on specific aspects of technique, e.g. the "three-hand effect" and octaves, respectively. While it has since been referred to as the "flying trapeze" school of piano playing, this generation also solved some of the most intractable problems of piano technique, raising the general level of performance to previously unimagined heights. Liszt's strength and ability to stand out in this company was in mastering all the aspects of piano technique cultivated singly and assiduously by his rivals.[10]
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In 1833, he made transcriptions of several works by Berlioz, including the Symphonie fantastique. His chief motive in doing so, especially with the Symphonie, was to help the poverty-stricken Berlioz, whose symphony remained unknown and unpublished. Liszt bore the expense of publishing the transcription himself and played it many times to help popularize the original score.[11] He was also forming a friendship with a third composer who influenced him, Frédéric Chopin; under his influence Liszt's poetic and romantic side began to develop.[5]
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In 1833, Liszt began his relationship with the Countess Marie d'Agoult. In addition to this, at the end of April 1834 he made the acquaintance of Felicité de Lamennais[inconsistent]. Under the influence of both, Liszt's creative output exploded.
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In 1835, the countess left her husband and family to join Liszt in Geneva; Liszt's daughter with the countess, Blandine, was born there on 18 December. Liszt taught at the newly founded Geneva Conservatory, wrote a manual of piano technique (later lost)[12] and contributed essays for the Paris Revue et gazette musicale. In these essays, he argued for the raising of the artist from the status of a servant to a respected member of the community.[5]
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For the next four years, Liszt and the countess lived together, mainly in Switzerland and Italy, where their daughter, Cosima, was born in Como, with occasional visits to Paris. On 9 May 1839, Liszt's and the countess's only son, Daniel, was born, but that autumn relations between them became strained. Liszt heard that plans for a Beethoven monument in Bonn were in danger of collapse for lack of funds and pledged his support. Doing so meant returning to the life of a touring virtuoso. The countess returned to Paris with the children, while Liszt gave six concerts in Vienna, then toured Hungary.[5]
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For the next eight years Liszt continued to tour Europe, spending holidays with the countess and their children on the island of Nonnenwerth on the Rhine in summers 1841 and 1843. In spring 1844, the couple finally separated. This was Liszt's most brilliant period as a concert pianist. Honours were showered on him and he met with adulation wherever he went.[5] Liszt wrote his Three Concert Études between 1845 and 1849.[13] Since he often appeared three or four times a week in concert, it could be safe to assume that he appeared in public well over a thousand times during this eight-year period. Moreover, his great fame as a pianist, which he would continue to enjoy long after he had officially retired from the concert stage, was based mainly on his accomplishments during this time.[14]
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During his virtuoso heyday, Liszt was described by the writer Hans Christian Andersen as a "slim young man...[with] dark hair hung around his pale face".[15] He was seen as handsome[16][17][18] by many, with the German poet Heinrich Heine writing concerning his showmanship during concerts: "How powerful, how shattering was his mere physical appearance".[19]
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In 1841, Franz Liszt was admitted to the Freemason's lodge "Unity" "Zur Einigkeit", in Frankfurt am Main. He was promoted to the second degree and elected master as member of the lodge "Zur Eintracht", in Berlin. From 1845, he was also honorary member of the lodge "Modestia cum Libertate" at Zurich and 1870 of the lodge in Pest (Budapest-Hungary).[20][21]
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After 1842, "Lisztomania"—coined by 19th-century German poet and Liszt's contemporary, Heinrich Heine—swept across Europe.[22] The reception that Liszt enjoyed as a result can be described only as hysterical. Women fought over his silk handkerchiefs and velvet gloves, which they ripped to shreds as souvenirs. This atmosphere was fuelled in great part by the artist's mesmeric personality and stage presence. Many witnesses later testified that Liszt's playing raised the mood of audiences to a level of mystical ecstasy.[23]
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On 14 March 1842, Liszt received an honorary doctorate from the University of Königsberg—an honour unprecedented at the time and an especially important one from the perspective of the German tradition. Liszt never used 'Dr. Liszt' or 'Dr. Franz Liszt' publicly. Ferdinand Hiller, a rival of Liszt at the time, was allegedly highly jealous at the decision made by the university.[24][25]
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Adding to his reputation was the fact that Liszt gave away much of his proceeds to charity and humanitarian causes in his whole life. In fact, Liszt had made so much money by his mid-forties that virtually all his performing fees after 1857 went to charity. While his work for the Beethoven monument and the Hungarian National School of Music is well known, he also gave generously to the building fund of Cologne Cathedral, the establishment of a Gymnasium at Dortmund, and the construction of the Leopold Church in Pest. There were also private donations to hospitals, schools, and charitable organizations such as the Leipzig Musicians Pension Fund. When he found out about the Great Fire of Hamburg, which raged for three days during May 1842 and destroyed much of the city, he gave concerts in aid of the thousands of homeless there.[26]
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In February 1847, Liszt played in Kiev. There he met the Polish Princess Carolyne zu Sayn-Wittgenstein, who was to become one of the most significant people in the rest of his life. She persuaded him to concentrate on composition, which meant giving up his career as a travelling virtuoso. After a tour of the Balkans, Turkey and Russia that summer, Liszt gave his final concert for pay at Yelisavetgrad in September. He spent the winter with the princess at her estate in Woronince.[27] By retiring from the concert platform at 35, while still at the height of his powers, Liszt succeeded in keeping the legend of his playing untarnished.[28]
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The following year, Liszt took up a long-standing invitation of Grand Duchess Maria Pavlovna of Russia to settle at Weimar, where he had been appointed Kapellmeister Extraordinaire in 1842, remaining there until 1861. During this period he acted as conductor at court concerts and on special occasions at the theatre. He gave lessons to a number of pianists, including the great virtuoso Hans von Bülow, who married Liszt's daughter Cosima in 1857 (years later, she would marry Richard Wagner). He also wrote articles championing Berlioz and Wagner. Finally, Liszt had ample time to compose and during the next 12 years revised or produced those orchestral and choral pieces upon which his reputation as a composer mainly rested.
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During those twelve years, he also helped raise the profile of the exiled Wagner by conducting the overtures of his operas in concert, Liszt and Wagner would have a profound friendship that lasted until Wagner's death in Venice in 1883. Wagner held strong value towards Liszt and his musicality, once rhetorically stating "Do you know a musician who is more musical than Liszt?",[29] and, in 1856, stating "I feel thoroughly contemptible as a musician, whereas you, as I have now convinced myself, are the greatest musician of all times."[30]
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Princess Carolyne lived with Liszt during his years in Weimar. She eventually wished to marry Liszt, but since she had been previously married and her husband, Russian military officer Prince Nikolaus zu Sayn-Wittgenstein-Ludwigsburg (1812–1864), was still alive, she had to convince the Roman Catholic authorities that her marriage to him had been invalid. After huge efforts and a monstrously intricate process, she was temporarily successful (September 1860). It was planned that the couple would marry in Rome, on 22 October 1861, Liszt's 50th birthday. Although Liszt arrived in Rome on 21 October, the marriage was made impossible by a letter that had arrived the previous day to the Pope himself. It appears that both her husband and the Tsar of Russia had managed to quash permission for the marriage at the Vatican. The Russian government also impounded her several estates in the Polish Ukraine, which made her later marriage to anybody unfeasible.[31]
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The 1860s were a period of great sadness in Liszt's private life. On 13 December 1859, he lost his 20-year-old son Daniel, and, on 11 September 1862, his 26-year-old daughter Blandine also died. In letters to friends, Liszt afterwards announced that he would retreat to a solitary living. He found it at the monastery Madonna del Rosario, just outside Rome, where on 20 June 1863, he took up quarters in a small, spartan apartment. He had on 23 June 1857, already joined the Third Order of Saint Francis.[n 4]
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On 25 April 1865, he received the tonsure at the hands of Cardinal Hohenlohe. On 31 July 1865, he received the four minor orders of porter, lector, exorcist, and acolyte. After this ordination, he was often called Abbé Liszt. On 14 August 1879, he was made an honorary canon of Albano.[31]
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On some occasions, Liszt took part in Rome's musical life. On 26 March 1863, at a concert at the Palazzo Altieri, he directed a programme of sacred music. The "Seligkeiten" of his Christus-Oratorio and his "Cantico del Sol di Francesco d'Assisi", as well as Haydn's Die Schöpfung and works by J. S. Bach, Beethoven, Jommelli, Mendelssohn, and Palestrina were performed. On 4 January 1866, Liszt directed the "Stabat mater" of his Christus-Oratorio, and, on 26 February 1866, his Dante Symphony. There were several further occasions of similar kind, but in comparison with the duration of Liszt's stay in Rome, they were exceptions.
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In 1866, Liszt composed the Hungarian coronation ceremony for Franz Joseph and Elisabeth of Bavaria (Latin: Missa coronationalis). The Mass was first performed on 8 June 1867, at the coronation ceremony in the Matthias Church by Buda Castle in a six-section form. After the first performance, the Offertory was added, and, two years later, the Gradual.[32]
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Liszt was invited back to Weimar in 1869 to give master classes in piano playing. Two years later, he was asked to do the same in Budapest at the Hungarian Music Academy. From then until the end of his life, he made regular journeys between Rome, Weimar and Budapest, continuing what he called his "vie trifurquée" or tripartite existence. It is estimated that Liszt travelled at least 4,000 miles a year during this period in his life—an exceptional figure given his advancing age and the rigors of road and rail in the 1870s.[33]
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From the early 1860s, there were attempts to obtain a position for Liszt in Hungary. In 1871, the Hungarian Prime Minister Gyula Andrássy made a new attempt writing on 4 June 1871, to the Hungarian King (the Austrian Emperor Franz Joseph I), requesting an annual grant of 4,000 Gulden and the rank of a "Königlicher Rat" ("Crown Councillor") for Liszt, who in return would permanently settle in Budapest, directing the orchestra of the National Theatre as well as musical institutions.[n 5]
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The plan of the foundation of a Royal Academy was agreed by the Hungarian Parliament in 1872. In March 1875, Liszt was nominated as President. The Academy was officially opened on 14 November 1875 with Liszt's colleague Ferenc Erkel as director, Kornél Ábrányi and Robert Volkmann. Liszt himself came in March 1876 to give some lessons and a charity concert.[citation needed]
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In spite of the conditions under which Liszt had been appointed as "Königlicher Rat", he neither directed the orchestra of the National Theatre, nor did he permanently settle in Hungary. Typically, he would arrive in mid-winter in Budapest. After one or two concerts of his students, by the beginning of spring, he left. He never took part in the final examinations, which were in summer of every year. Some of the pupils joined the lessons which Liszt gave in summer in Weimar.[citation needed]
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In 1873, on the occasion of Liszt's 50th anniversary as performing artist, the city of Budapest instituted a "Franz Liszt Stiftung" ("Franz Liszt Foundation"), to provide stipends of 200 Gulden for three students of the Academy who had shown excellent abilities with regard to Hungarian music. Liszt alone decided the allocation of these stipends.
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It was Liszt's habit to declare all students who took part in his lessons as his private students. As consequence, almost none of them paid any fees to the Academy. A ministerial order of 13 February 1884 decreed that all those who took part in Liszt's lessons had to pay an annual charge of 30 Gulden. In fact, the Academy was in any case a net gainer, since Liszt donated its revenue from his charity concerts.
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Liszt fell down the stairs of a hotel in Weimar on 2 July 1881. Though friends and colleagues had noticed swelling in his feet and legs when he had arrived in Weimar the previous month (an indication of possible congestive heart failure), he had been in good health up to that point and was still fit and active. He was left immobilised for eight weeks after the accident and never fully recovered from it. A number of ailments manifested themselves—dropsy, asthma, insomnia, a cataract of the left eye and heart disease. The last-mentioned eventually contributed to Liszt's death. He became increasingly plagued by feelings of desolation, despair and preoccupation with death—feelings that he expressed in his works from this period. As he told Lina Ramann, "I carry a deep sadness of the heart which must now and then break out in sound."[34]
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On 13 January 1886, while Claude Debussy was staying at the Villa Medici in Rome, Liszt met him there with Paul Vidal and Victor Herbert. Liszt played Au bord d'une source from his Années de pèlerinage, as well as his arrangement of Schubert's Ave Maria for the musicians. Debussy in later years described Liszt's pedalling as "like a form of breathing." Debussy and Vidal performed their piano duet arrangement of Liszt's Faust Symphony; allegedly, Liszt fell asleep during this.[35]
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The composer Camille Saint-Saëns, an old friend, whom Liszt had once called "the greatest organist in the world", dedicated his Symphony No. 3 "Organ Symphony" to Liszt; it had premiered in London only a few weeks before the death of its dedicatee.
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Liszt died in Bayreuth, Germany, on 31 July 1886, at the age of 74, officially as a result of pneumonia, which he may have contracted during the Bayreuth Festival hosted by his daughter Cosima. Questions have been posed as to whether medical malpractice played a part in his death.[36] He was buried on 3 August 1886, in the municipal cemetery of Bayreuth against his wishes.[37]
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Many musicians consider Liszt to be the greatest pianist who ever lived.[38] The critic Peter G. Davis has opined: "Perhaps [Liszt] was not the most transcendent virtuoso who ever lived, but his audiences thought he was."[39] According to the pianist Kiril Gerstein, "He was possibly the greatest pianist that has ever lived".[40]
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There are few, if any, good sources that give an impression of how Liszt really sounded from the 1820s. Carl Czerny claimed Liszt was a natural who played according to feeling, and reviews of his concerts especially praise the brilliance, strength and precision in his playing. At least one also mentions his ability to keep absolute tempo,[41] which may be caused by his father's insistence to practice with a metronome.[42] His repertoire then consisted primarily of pieces in the style of the brilliant Viennese school, such as concertos by Hummel and works by his former teacher Czerny, and his concerts often included a chance for the boy to display his prowess in improvisation. Liszt possessed notable sight-reading skills.[43]
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Following the death of Liszt's father in 1827 and his hiatus from the life as a touring virtuoso, Liszt's playing likely gradually developed a more personal style. One of the most detailed descriptions of his playing from that time comes from the winter of 1831–32, when he was earning a living primarily as a teacher in Paris. Among his pupils was Valerie Boissier, whose mother, Caroline, kept a careful diary of the lessons.:
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M. Liszt's playing contains abandonment, a liberated feeling, but even when it becomes impetuous and energetic in his fortissimo, it is still without harshness and dryness. [...] [He] draws from the piano tones that are purer, mellower and stronger than anyone has been able to do; his touch has an indescribable charm. [...] He is the enemy of affected, stilted, contorted expressions. Most of all, he wants truth in musical sentiment, and so he makes a psychological study of his emotions to convey them as they are. Thus, a strong expression is often followed by a sense of fatigue and dejection, a kind of coldness, because this is the way nature works.
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Liszt was sometimes mocked in the press for facial expression and gestures at the piano.[n 6] Also noted were the extravagant liberties that he could take with the text of a score. Berlioz tells how Liszt would add cadenzas, tremolos and trills when he played the first movement of Beethoven's Moonlight Sonata and created a dramatic scene by changing the tempo between Largo and Presto.[n 7] In his Baccalaureus letter to George Sand from the beginning of 1837, Liszt admitted that he had done to gain applause and promised to follow both the letter and the spirit of a score from then on. It has been debated to what extent he realised his promise, however. By July 1840, the British newspaper The Times could still report:
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His performance commenced with Handel's Fugue in E minor, which was played by Liszt with an avoidance of everything approaching to meretricious ornament and indeed scarcely any additions, except a multitude of ingeniously contrived and appropriate harmonies, casting a glow of colour over the beauties of the composition and infusing into it a spirit which from no other hand it ever before received.[47]
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During his years as a travelling virtuoso, Liszt performed an enormous amount of music throughout Europe,[48] but his core repertoire always centered on his own compositions, paraphrases, and transcriptions. Of Liszt's German concerts between 1840 and 1845, the five most frequently played pieces were the Grand galop chromatique, Schubert's Erlkönig (in Liszt's transcription), Réminiscences de Don Juan, Réminiscences de Robert le Diable, and Réminiscences de Lucia di Lammermoor.[49] Among the works by other composers were Weber's Invitation to the Dance, Chopin mazurkas, études by composers like Ignaz Moscheles, Chopin, and Ferdinand Hiller, but also major works by Beethoven, Schumann, Weber, and Hummel and from time to time even selections from Bach, Handel and Scarlatti.
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Most of the concerts were shared with other artists and so Liszt also often accompanied singers, participated in chamber music or performed works with an orchestra in addition to his own solo part. Frequently-played works include Weber's Konzertstück, Beethoven's Emperor Concerto, and Choral Fantasy, and Liszt's reworking of the Hexameron for piano and orchestra. His chamber music repertoire included Johann Nepomuk Hummel's Septet, Beethoven's Archduke Trio. and Kreutzer Sonata and a large selection of songs by composers like Gioachino Rossini, Gaetano Donizetti, Beethoven and especially Franz Schubert. At some concerts, Liszt could not find musicians to share the program with and so was among the first to give solo piano recitals in the modern sense of the word. The term was coined by the publisher Frederick Beale, who suggested it for Liszt's concert at the Hanover Square Rooms in London on 9 June 1840[50] even though Liszt had already given concerts all by himself by March 1839.[51]
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Liszt was a prolific composer. He is best known for his piano music, but he also wrote for orchestra and for other ensembles, virtually always including keyboard. His piano works are often marked by their difficulty. Some of his works are programmatic, based on extra-musical inspirations such as poetry or art. Liszt is credited with the creation of the symphonic poem.
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The largest and best-known portion of Liszt's music is his original piano work. His thoroughly revised masterwork, "Années de pèlerinage" ("Years of Pilgrimage") includes arguably his most provocative and stirring pieces. This set of three suites ranges from the virtuosity of the Suisse Orage (Storm) to the subtle and imaginative visualisations of artworks by Michelangelo and Raphael in the second set. "Années" contains some pieces which are loose transcriptions of Liszt's own earlier compositions; the first "year" recreates his early pieces of "Album d'un voyageur", while the second book includes a resetting of his own song transcriptions once separately published as "Tre sonetti di Petrarca" ("Three sonnets of Petrarch"). The relative obscurity of the vast majority of his works may be explained by the immense number of pieces he composed, and the level of technical difficulty which was present in much of his composition.
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Liszt's piano works are usually divided into two categories. On the one hand, there are "original works", and on the other hand "transcriptions", "paraphrases" or "fantasies" on works by other composers. Examples for the first category are works such as the piece Harmonies poétiques et religieuses of May 1833 and the Piano Sonata in B minor (1853). Liszt's transcriptions of Schubert songs, his fantasies on operatic melodies and his piano arrangements of symphonies by Berlioz and Beethoven are examples from the second category. As special case, Liszt also made piano arrangements of his own instrumental and vocal works. Examples of this kind are the arrangement of the second movement "Gretchen" of his Faust Symphony and the first "Mephisto Waltz" as well as the "Liebesträume No. 3" and the two volumes of his "Buch der Lieder".
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Liszt wrote substantial quantities of piano transcriptions of a wide variety of music. Indeed, about half of his works are arrangements of music by other composers.[52] He played many of them himself in celebrated performances. In the mid-19th century, orchestral performances were much less common than they are today and were not available at all outside major cities; thus, Liszt's transcriptions played a major role in popularising a wide array of music such as Beethoven's symphonies.[53]
|
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The pianist Cyprien Katsaris has stated that he prefers Liszt's transcriptions of the symphonies to the originals,[citation needed] and Hans von Bülow admitted that Liszt's transcription of his Dante Sonett "Tanto gentile" was much more refined than the original he himself had composed.[n 8] Liszt's transcriptions of Schubert songs, his fantasies on operatic melodies and his piano arrangements of symphonies by Berlioz and Beethoven are other well-known examples of piano transcriptions.
|
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In addition to piano transcriptions, Liszt also transcribed about a dozen works for organ, such as Otto Nicolai's Ecclesiastical Festival Overture on the chorale "Ein feste Burg", Orlando di Lasso's motet Regina coeli, some Chopin preludes, and excerpts of Bach's Cantata No. 21 and Wagner's Tannhäuser.[54]
|
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Liszt wrote his two largest organ works between 1850 and 1855 while he was living in Weimar, a city with a long tradition of organ music, most notably that of J.S. Bach. Humphrey Searle calls these works—the Fantasy and Fugue on the chorale "Ad nos, ad salutarem undam" and the Prelude and Fugue on B-A-C-H—Liszt's "only important original organ works"[55] and Derek Watson, writing in his 1989 Liszt, considered them among the most significant organ works of the nineteenth century, heralding the work of such key organist-musicians as Reger, Franck, and Saint-Saëns, among others.[56] Ad nos is an extended fantasia, Adagio, and fugue, lasting over half an hour, and the Prelude and Fugue on B-A-C-H includes chromatic writing which sometimes removes the sense of tonality. Liszt also wrote some smaller organ works, including a prelude (1854) and set of variations on the first section of movement 2 chorus from Bach's cantata Weinen, Klagen, Sorgen, Zagen, BWV 12 (which Bach later reworked as the Crucifixus in the Mass in B minor), which he composed after the death of his daughter in 1862.[31] He also wrote a Requiem for organ solo, intended to be performed liturgically, along with the spoken Requiem Mass.[55]
|
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Franz Liszt composed about six dozen original songs with piano accompaniment. In most cases the lyrics were in German or French, but there are also some songs in Italian and Hungarian and one song in English. Liszt began with the song "Angiolin dal biondo crin" in 1839, and, by 1844, had composed about two dozen songs. Some of them had been published as single pieces. In addition, there was an 1843–1844 series Buch der Lieder. The series had been projected for three volumes, consisting of six songs each, but only two volumes appeared.
|
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Today, Liszt's songs are relatively obscure. The song "Ich möchte hingehn" is sometimes cited because of a single bar, which resembles the opening motif of Wagner's Tristan und Isolde. It is often claimed that Liszt wrote that motif ten years before Wagner started work on Tristan in 1857.[n 9] The original version of "Ich möchte hingehn" was certainly composed in 1844 or 1845; however, there are four manuscripts, and only a single one, a copy by August Conradi, contains the bar with the Tristan motif. It is on a paste-over in Liszt's hand. Since in the second half of 1858 Liszt was preparing his songs for publication and he had at that time just received the first act of Wagner's Tristan, it is most likely that the version on the paste-over was a quotation from Wagner.[n 10]
|
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|
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Liszt, in some of his works, supported the relatively new idea of programme music—that is, music intended to evoke extra-musical ideas such as a depiction of a landscape, a poem, a particular character or personage. (By contrast, absolute music stands for itself and is intended to be appreciated without any particular reference to the outside world.)
|
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Liszt's own point of view regarding programme music can for the time of his youth be taken from the preface of the Album d'un voyageur (1837). According to this, a landscape could evoke a certain kind of mood. Since a piece of music could also evoke a mood, a mysterious resemblance with the landscape could be imagined. In this sense the music would not paint the landscape, but it would match the landscape in a third category, the mood.
|
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In July 1854, Liszt stated in his essay about Berlioz and Harold in Italy that not all music was programme music. If, in the heat of a debate, a person would go so far as to claim the contrary, it would be better to put all ideas of programme music aside. But it would be possible to take means like harmony, modulation, rhythm, instrumentation and others to let a musical motif endure a fate. In any case, a programme should be added to a piece of music only if it was necessarily needed for an adequate understanding of that piece.
|
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|
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Still later, in a letter to Marie d'Agoult of 15 November 1864, Liszt wrote:
|
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|
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Without any reserve I completely subscribe to the rule of which you so kindly want to remind me, that those musical works which are in a general sense following a programme must take effect on imagination and emotion, independent of any programme. In other words: All beautiful music must be first rate and always satisfy the absolute rules of music which are not to be violated or prescribed.[n 11]
|
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|
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A symphonic poem or tone poem is a piece of orchestral music in one movement in which some extramusical program provides a narrative or illustrative element. This program may come from a poem, a story or novel, a painting, or another source. The term was first applied by Liszt to his 13 one-movement orchestral works in this vein. They were not pure symphonic movements in the classical sense because they dealt with descriptive subjects taken from mythology, Romantic literature, recent history or imaginative fantasy. In other words, these works were programmatic rather than abstract.[57] The form was a direct product of Romanticism which encouraged literary, pictorial and dramatic associations in music. It developed into an important form of programme music in the second half of the 19th century.[58]
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The first 12 symphonic poems were composed in the decade 1848–58 (though some use material conceived earlier); one other, Von der Wiege bis zum Grabe (From the Cradle to the Grave), followed in 1882. Liszt's intent, according to Hugh MacDonald in The New Grove Dictionary of Music and Musicians, was for these single-movement works "to display the traditional logic of symphonic thought."[59] That logic, embodied in sonata form as musical development, was traditionally the unfolding of latent possibilities in given themes in rhythm, melody and harmony, either in part or in their entirety, as they were allowed to combine, separate and contrast with one another.[60] To the resulting sense of struggle, Beethoven had added an intensity of feeling and the involvement of his audiences in that feeling, beginning from the Eroica Symphony to use the elements of the craft of music—melody, bass, counterpoint, rhythm and harmony—in a new synthesis of elements toward this end.[61]
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Liszt attempted in the symphonic poem to extend this revitalisation of the nature of musical discourse and add to it the Romantic ideal of reconciling classical formal principles to external literary concepts. To this end, he combined elements of overture and symphony with descriptive elements, approaching symphonic first movements in form and scale.[58] While showing extremely creative amendments to sonata form, Liszt used compositional devices such as cyclic form, motifs and thematic transformation to lend these works added coherence.[62] Their composition proved daunting, requiring a continual process of creative experimentation that included many stages of composition, rehearsal and revision to reach a version where different parts of the musical form seemed balanced.[63]
|
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|
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With some works from the end of the Weimar years, Liszt drifted more and more away from the musical taste of his time. An early example is the melodrama "Der traurige Mönch" ("The sad monk") after a poem by Nikolaus Lenau, composed in the beginning of October 1860. While in the 19th century harmonies were usually considered as major or minor triads to which dissonances could be added, Liszt took the augmented triad as central chord.
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More examples can be found in the third volume of Liszt's Années de Pélerinage. "Les Jeux d'Eaux à la Villa d'Este" ("The Fountains of the Villa d'Este"), composed in September 1877, foreshadows the impressionism of pieces on similar subjects by Claude Debussy and Maurice Ravel. Other pieces such as the "Marche funèbre, En mémoire de Maximilian I, Empereur du Mexique" ("Funeral march, In memory of Maximilian I, Emperor of Mexico")[n 12] composed in 1867 are, however, without stylistic parallel in the 19th and 20th centuries.
|
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At a later stage, Liszt experimented with "forbidden" things such as parallel 5ths in the "Csárdás macabre"[n 13] and atonality in the Bagatelle sans tonalité ("Bagatelle without Tonality"). Pieces like the "2nd Mephisto-Waltz" are unconventional because of their numerous repetitions of short motives. Also showing experimental characteristics are the Via crucis of 1878, as well as Unstern!, Nuages gris, and the two works entitled La lugubre gondola of the 1880s.
|
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Besides his musical works, Liszt wrote essays about many subjects. Most important for an understanding of his development is the article series "De la situation des artistes" ("On the situation of artists") which was published in the Parisian Gazette musicale in 1835. In winter 1835–36, during Liszt's stay in Geneva, about half a dozen further essays followed. One of them that was slated to be published under the pseudonym "Emm Prym" was about Liszt's own works. It was sent to Maurice Schlesinger, editor of the Gazette musicale. Schlesinger, however, following the advice of Berlioz, did not publish it.[n 14] In the beginning of 1837, Liszt published a review of some piano works of Sigismond Thalberg. The review provoked a huge scandal.[n 15] Liszt also published a series of writings titled "Baccalaureus letters", ending in 1841.
|
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During the Weimar years, Liszt wrote a series of essays about operas, leading from Gluck to Wagner. Liszt also wrote essays about Berlioz and the symphony Harold in Italy, Robert and Clara Schumann, John Field's nocturnes, songs of Robert Franz, a planned Goethe foundation at Weimar, and other subjects. In addition to essays, Liszt wrote a biography of his fellow composer Frédéric Chopin, Life of Chopin,[64] as well as a book about the Romanis (Gypsies) and their music in Hungary.
|
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While all of those literary works were published under Liszt's name, it is not quite clear which parts of them he had written himself. It is known from his letters that during the time of his youth there had been collaboration with Marie d'Agoult. During the Weimar years it was the Princess Wittgenstein who helped him. In most cases the manuscripts have disappeared so that it is difficult to determine which of Liszt's literary works were actually works of his own. Until the end of his life, however, it was Liszt's point of view that it was he who was responsible for the contents of those literary works.
|
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Liszt also worked until at least 1885 on a treatise for modern harmony. Pianist Arthur Friedheim, who also served as Liszt's personal secretary, remembered seeing it among Liszt's papers at Weimar. Liszt told Friedheim that the time was not yet ripe to publish the manuscript, titled Sketches for a Harmony of the Future. Unfortunately, this treatise has been lost.
|
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Although there was a period in which many considered Liszt's works "flashy" or superficial, it is now held that many of Liszt's compositions such as Nuages gris, Les jeux d'eaux à la villa d'Este, etc., which contain parallel fifths, the whole-tone scale, parallel diminished and augmented triads, and unresolved dissonances, anticipated and influenced twentieth-century music like that of Debussy, Ravel and Béla Bartók.[65]
|
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From 1827 onwards, Liszt gave lessons in composition and piano playing. He wrote on 23 December 1829 that his schedule was so full of lessons that each day, from half-past eight in the morning till 10 at night, he had scarcely breathing time.[n 16] Most of Liszt's students of this period were amateurs, but there were also some who made a professional career. An example of the former is Valérie Boissier, the later Comtesse de Gasparin. Examples of the latter are Julius Eichberg, Pierre Wolff, and Hermann Cohen. During winter 1835–36, they were Liszt's colleagues at the Conservatoire at Geneva. Wolff then went to Saint Petersburg.
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During the years of his tours, Liszt gave only a few lessons, to students including Johann Nepumuk Dunkl and Wilhelm von Lenz. In spring 1844, in Dresden, Liszt met the young Hans von Bülow, his later son-in-law.
|
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After Liszt settled in Weimar, his pupils steadily increased in number. By his death in 1886, there would have been several hundred people who in some sense could have been regarded as his students. August Göllerich published a voluminous catalogue of them.[n 17] In a note he added the remark that he had taken the connotation of "student" in its widest sense. As a consequence, his catalogue includes names of pianists, violinists, cellists, harpists, organists, composers, conductors, singers and even writers.
|
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A catalogue by Ludwig Nohl, was approved and corrected by Liszt in September 1881.[n 18] This gave 48 names, including:
|
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Hans von Bülow,
|
152 |
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Karl Tausig,
|
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+
Franz Bendel,
|
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Hans von Bronsart,
|
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Karl Klindworth,
|
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Alexander Winterberger,
|
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Julius Reubke,
|
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Carl Baermann,
|
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Dionys Pruckner,
|
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Julius Eichberg,
|
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Józef Wieniawski,
|
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William Mason,
|
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Juliusz Zarębski,
|
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Giovanni Sgambati,
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Karl Pohlig,
|
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Arthur Friedheim,
|
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Eduard Reuss,
|
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Sophie Menter-Popper, and
|
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Vera Timanova. Nohl's catalogue omitted, amongst others, Károly Aggházy and Agnes Street-Klindworth.
|
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By 1886, a similar catalogue would have been much longer, including names such as Eugen d'Albert, Walter Bache, Carl Lachmund, Moriz Rosenthal, Emil Sauer, Alexander Siloti, Conrad Ansorge, William Dayas, August Göllerich, Bernhard Stavenhagen, August Stradal, José Vianna da Motta, István Thomán and Bettina Walker.[n 19]
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Some of Liszt's students were disappointed with him.[n 20] An example is Eugen d'Albert, who eventually was almost on hostile terms with Liszt.[n 21] Felix Draeseke, who had joined the circle around Liszt at Weimar in 1857, is another example.
|
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Liszt offered his students little technical advice, expecting them to "wash their dirty linen at home," as he phrased it. Instead, he focused on musical interpretation with a combination of anecdote, metaphor, and wit. He advised one student tapping out the opening chords of Beethoven's Waldstein Sonata, "Do not chop beefsteak for us." To another who blurred the rhythm in Liszt's Gnomenreigen (usually done by playing the piece too fast in the composer's presence): "There you go, mixing salad again." Liszt also wanted to avoid creating carbon copies of himself; rather, he believed in preserving artistic individuality.[66]
|
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Liszt did not charge for lessons. He was troubled when German newspapers published details of pedagogue Theodor Kullak's will, revealing that Kullak had generated more than one million marks from teaching. "As an artist, you do not rake in a million marks without performing some sacrifice on the altar of Art," Liszt told his biographer Lina Ramann. Carl Czerny, however, charged an expensive fee for lessons and even dismissed Stephen Heller when he was unable to afford to pay for his lessons.[citation needed] Liszt spoke very fondly of his former teacher—who gave lessons to Liszt free of charge—to whom Liszt dedicated his Transcendental Études. He wrote to the Allgemeine musikalische Zeitung, urging Kullak's sons to create an endowment for needy musicians, as Liszt himself frequently did.[33]
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Liszt was played by Brandon Hurst in the 1938 film Suez; by Fritz Leiber in the 1943 film Phantom of the Opera; by Stephen Bekassy in the 1945 film A Song to Remember; by Henry Daniell in the 1947 film Song of Love; by Sviatoslav Richter in the 1952 film Glinka – The Composer; by Will Quadflieg in Max Ophüls's 1955 film Lola Montès; by Carlos Thompson in the 1955 film Magic Fire; by Dirk Bogarde in the 1960 film Song Without End; by Jeremy Irons in the 1974 BBC Television series Notorious Woman; by Roger Daltrey in the 1975 Ken Russell film Lisztomania; by Anton Diffring in the 1986 Franco-German film Wahnfried directed by Peter Patzak; and by Julian Sands in the 1991 British-American film Impromptu.[67] and by Geordie Johnson in the 1996 TV movie Liszt's Rhapsody.
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Lithium (from Greek: λίθος, romanized: lithos, lit. 'stone') is a chemical element with the symbol Li and atomic number 3. It is a soft, silvery-white alkali metal. Under standard conditions, it is the lightest metal and the lightest solid element. Like all alkali metals, lithium is highly reactive and flammable, and must be stored in mineral oil. When cut, it exhibits a metallic luster, but moist air corrodes it quickly to a dull silvery gray, then black tarnish. It never occurs freely in nature, but only in (usually ionic) compounds, such as pegmatitic minerals, which were once the main source of lithium. Due to its solubility as an ion, it is present in ocean water and is commonly obtained from brines. Lithium metal is isolated electrolytically from a mixture of lithium chloride and potassium chloride.
|
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|
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The nucleus of the lithium atom verges on instability, since the two stable lithium isotopes found in nature have among the lowest binding energies per nucleon of all stable nuclides. Because of its relative nuclear instability, lithium is less common in the solar system than 25 of the first 32 chemical elements even though its nuclei are very light: it is an exception to the trend that heavier nuclei are less common.[2] For related reasons, lithium has important uses in nuclear physics. The transmutation of lithium atoms to helium in 1932 was the first fully man-made nuclear reaction, and lithium deuteride serves as a fusion fuel in staged thermonuclear weapons.[3]
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|
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Lithium and its compounds have several industrial applications, including heat-resistant glass and ceramics, lithium grease lubricants, flux additives for iron, steel and aluminium production, lithium batteries, and lithium-ion batteries. These uses consume more than three quarters of lithium production.
|
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+
|
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+
Lithium is present in biological systems in trace amounts; its functions are uncertain. Lithium salts have proven to be useful as a mood-stabilizing drug in the treatment of bipolar disorder in humans.
|
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+
|
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+
Like the other alkali metals, lithium has a single valence electron that is easily given up to form a cation.[4] Because of this, lithium is a good conductor of heat and electricity as well as a highly reactive element, though it is the least reactive of the alkali metals. Lithium's low reactivity is due to the proximity of its valence electron to its nucleus (the remaining two electrons are in the 1s orbital, much lower in energy, and do not participate in chemical bonds).[4] However, molten lithium is significantly more reactive than its solid form.[5][6]
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+
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Lithium metal is soft enough to be cut with a knife. When cut, it possesses a silvery-white color that quickly changes to gray as it oxidizes to lithium oxide.[4] While it has one of the lowest melting points among all metals (180 °C, 453 K), it has the highest melting and boiling points of the alkali metals.[7]
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|
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Lithium has a very low density (0.534 g/cm3), comparable with pine wood.[8] It is the least dense of all elements that are solids at room temperature; the next lightest solid element (potassium, at 0.862 g/cm3) is more than 60% denser. Furthermore, apart from helium and hydrogen, as a solid it is less dense than any other element as a liquid, being only two thirds as dense as liquid nitrogen (0.808 g/cm3).[9] Lithium can float on the lightest hydrocarbon oils and is one of only three metals that can float on water, the other two being sodium and potassium.
|
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Lithium's coefficient of thermal expansion is twice that of aluminium and almost four times that of iron.[10] Lithium is superconductive below 400 μK at standard pressure[11] and at higher temperatures (more than 9 K) at very high pressures (>20 GPa).[12] At temperatures below 70 K, lithium, like sodium, undergoes diffusionless phase change transformations. At 4.2 K it has a rhombohedral crystal system (with a nine-layer repeat spacing); at higher temperatures it transforms to face-centered cubic and then body-centered cubic. At liquid-helium temperatures (4 K) the rhombohedral structure is prevalent.[13] Multiple allotropic forms have been identified for lithium at high pressures.[14]
|
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Lithium has a mass specific heat capacity of 3.58 kilojoules per kilogram-kelvin, the highest of all solids.[15][16] Because of this, lithium metal is often used in coolants for heat transfer applications.[15]
|
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Lithium reacts with water easily, but with noticeably less vigor than other alkali metals. The reaction forms hydrogen gas and lithium hydroxide in aqueous solution.[4] Because of its reactivity with water, lithium is usually stored in a hydrocarbon sealant, often petroleum jelly. Though the heavier alkali metals can be stored in more dense substances, such as mineral oil, lithium is not dense enough to be fully submerged in these liquids.[17] In moist air, lithium rapidly tarnishes to form a black coating of lithium hydroxide (LiOH and LiOH·H2O), lithium nitride (Li3N) and lithium carbonate (Li2CO3, the result of a secondary reaction between LiOH and CO2).[18]
|
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When placed over a flame, lithium compounds give off a striking crimson color, but when it burns strongly the flame becomes a brilliant silver. Lithium will ignite and burn in oxygen when exposed to water or water vapors.[19] Lithium is flammable, and it is potentially explosive when exposed to air and especially to water, though less so than the other alkali metals. The lithium-water reaction at normal temperatures is brisk but nonviolent because the hydrogen produced does not ignite on its own. As with all alkali metals, lithium fires are difficult to extinguish, requiring dry powder fire extinguishers (Class D type). Lithium is one of the few metals that react with nitrogen under normal conditions.[20][21]
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Lithium has a diagonal relationship with magnesium, an element of similar atomic and ionic radius. Chemical resemblances between the two metals include the formation of a nitride by reaction with N2, the formation of an oxide (Li2O) and peroxide (Li2O2) when burnt in O2, salts with similar solubilities, and thermal instability of the carbonates and nitrides.[18][22] The metal reacts with hydrogen gas at high temperatures to produce lithium hydride (LiH).[23]
|
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Other known binary compounds include halides (LiF, LiCl, LiBr, LiI), sulfide (Li2S), superoxide (LiO2), and carbide (Li2C2). Many other inorganic compounds are known in which lithium combines with anions to form salts: borates, amides, carbonate, nitrate, or borohydride (LiBH4). Lithium aluminium hydride (LiAlH4) is commonly used as a reducing agent in organic synthesis.
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LiHe, a very weakly interacting van der Waals compound, has been detected at very low temperatures.[24]
|
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Unlike other elements in group 1, inorganic compounds of lithium follow the duet rule, rather than the octet rule.
|
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Organolithium reagents are known in which there is a direct bond between carbon and lithium atoms. These compounds feature covalent metal–carbon bonds that are strongly polarized towards the carbon, allowing them to effectively serve as a metal-stabilized carbanions, although their solution and solid-state structures are more complex than this simplistic view suggests due to the formation of oligomeric clusters.[25] Thus, these are extremely powerful bases and nucleophiles. They have also been applied in asymmetric synthesis in the pharmaceutical industry. For laboratory organic synthesis, many organolithium reagents are commercially available in solution form. These reagents are highly reactive, and are sometimes pyrophoric.
|
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Like its inorganic compounds, almost all organic compounds of lithium formally follow the duet rule (e.g., BuLi, MeLi). However, it is important to note that in the absence of coordinating solvents or ligands, organolithium compounds form dimeric, tetrameric, and hexameric clusters (e.g., BuLi is actually [BuLi]6 and MeLi is actually [MeLi]4) which feature multi-center bonding and increase the coordination number around lithium. These cluster are broken down into smaller or monomeric units in the presence of solvents like dimethoxyethane (DME) or ligands like tetramethylethylenediamine (TMEDA).[26] As an exception to the duet rule, a two-coordinate lithate complex with four electrons around lithium, [Li(thf)4]+[((Me3Si)3C)2Li]–, has been characterized crystallographically.[27]
|
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|
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Naturally occurring lithium is composed of two stable isotopes, 6Li and 7Li, the latter being the more abundant (92.5% natural abundance).[4][17][28] Both natural isotopes have anomalously low nuclear binding energy per nucleon (compared to the neighboring elements on the periodic table, helium and beryllium); lithium is the only low numbered element that can produce net energy through nuclear fission. The two lithium nuclei have lower binding energies per nucleon than any other stable nuclides other than deuterium and helium-3.[29] As a result of this, though very light in atomic weight, lithium is less common in the Solar System than 25 of the first 32 chemical elements.[2] Seven radioisotopes have been characterized, the most stable being 8Li with a half-life of 838 ms and 9Li with a half-life of 178 ms. All of the remaining radioactive isotopes have half-lives that are shorter than 8.6 ms. The shortest-lived isotope of lithium is 4Li, which decays through proton emission and has a half-life of 7.6 × 10−23 s.[30]
|
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7Li is one of the primordial elements (or, more properly, primordial nuclides) produced in Big Bang nucleosynthesis. A small amount of both 6Li and 7Li are produced in stars, but are thought to be "burned" as fast as produced.[31] Additional small amounts of lithium of both 6Li and 7Li may be generated from solar wind, cosmic rays hitting heavier atoms, and from early solar system 7Be and 10Be radioactive decay.[32] While lithium is created in stars during stellar nucleosynthesis, it is further burned. 7Li can also be generated in carbon stars.[33]
|
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Lithium isotopes fractionate substantially during a wide variety of natural processes,[34] including mineral formation (chemical precipitation), metabolism, and ion exchange. Lithium ions substitute for magnesium and iron in octahedral sites in clay minerals, where 6Li is preferred to 7Li, resulting in enrichment of the light isotope in processes of hyperfiltration and rock alteration. The exotic 11Li is known to exhibit a nuclear halo. The process known as laser isotope separation can be used to separate lithium isotopes, in particular 7Li from 6Li.[35]
|
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|
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Nuclear weapons manufacture and other nuclear physics applications are a major source of artificial lithium fractionation, with the light isotope 6Li being retained by industry and military stockpiles to such an extent that it has caused slight but measurable change in the 6Li to 7Li ratios in natural sources, such as rivers. This has led to unusual uncertainty in the standardized atomic weight of lithium, since this quantity depends on the natural abundance ratios of these naturally-occurring stable lithium isotopes, as they are available in commercial lithium mineral sources.[36]
|
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|
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Both stable isotopes of lithium can be laser cooled and were used to produce the first quantum degenerate Bose-Fermi mixture.[37]
|
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+
|
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Though it was synthesized in the Big Bang, lithium (together with beryllium and boron) is markedly less abundant in the universe than other elements. This is a result of the comparatively low stellar temperatures necessary to destroy lithium, along with a lack of common processes to produce it.[38]
|
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|
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According to modern cosmological theory, lithium—in both stable isotopes (lithium-6 and lithium-7)—was one of the three elements synthesized in the Big Bang.[39] Though the amount of lithium generated in Big Bang nucleosynthesis is dependent upon the number of photons per baryon, for accepted values the lithium abundance can be calculated, and there is a "cosmological lithium discrepancy" in the universe: older stars seem to have less lithium than they should, and some younger stars have much more.[40] The lack of lithium in older stars is apparently caused by the "mixing" of lithium into the interior of stars, where it is destroyed,[41] while lithium is produced in younger stars. Though it transmutes into two atoms of helium due to collision with a proton at temperatures above 2.4 million degrees Celsius (most stars easily attain this temperature in their interiors), lithium is more abundant than current computations would predict in later-generation stars.[17]
|
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|
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Lithium is also found in brown dwarf substellar objects and certain anomalous orange stars. Because lithium is present in cooler, less-massive brown dwarfs, but is destroyed in hotter red dwarf stars, its presence in the stars' spectra can be used in the "lithium test" to differentiate the two, as both are smaller than the Sun.[17][43][44] Certain orange stars can also contain a high concentration of lithium. Those orange stars found to have a higher than usual concentration of lithium (such as Centaurus X-4) orbit massive objects—neutron stars or black holes—whose gravity evidently pulls heavier lithium to the surface of a hydrogen-helium star, causing more lithium to be observed.[17]
|
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+
|
53 |
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On 27 May 2020, astronomers reported that classical novae explosions are the galactic producers of lithium.[45][46]
|
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+
|
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Although lithium is widely distributed on Earth, it does not naturally occur in elemental form due to its high reactivity.[4] The total lithium content of seawater is very large and is estimated as 230 billion tonnes, where the element exists at a relatively constant concentration of 0.14 to 0.25 parts per million (ppm),[47][48] or 25 micromolar;[49] higher concentrations approaching 7 ppm are found near hydrothermal vents.[48]
|
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|
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Estimates for the Earth's crustal content range from 20 to 70 ppm by weight.[18] In keeping with its name, lithium forms a minor part of igneous rocks, with the largest concentrations in granites. Granitic pegmatites also provide the greatest abundance of lithium-containing minerals, with spodumene and petalite being the most commercially viable sources.[18] Another significant mineral of lithium is lepidolite which is now an obsolete name for a series formed by polylithionite and trilithionite.[50][51] A newer source for lithium is hectorite clay, the only active development of which is through the Western Lithium Corporation in the United States.[52] At 20 mg lithium per kg of Earth's crust,[53] lithium is the 25th most abundant element.
|
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|
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According to the Handbook of Lithium and Natural Calcium, "Lithium is a comparatively rare element, although it is found in many rocks and some brines, but always in very low concentrations. There are a fairly large number of both lithium mineral and brine deposits but only comparatively few of them are of actual or potential commercial value. Many are very small, others are too low in grade."[54]
|
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|
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The US Geological Survey estimates that in 2010, Chile had the largest reserves by far (7.5 million tonnes)[55] and the highest annual production (8,800 tonnes). One of the largest reserve bases[note 1] of lithium is in the Salar de Uyuni area of Bolivia, which has 5.4 million tonnes. Other major suppliers include Australia, Argentina and China.[56][57] As of 2015, the Czech Geological Survey considered the entire Ore Mountains in the Czech Republic as lithium province. Five deposits are registered, one near Cínovec [cs] is considered as a potentially economical deposit, with 160 000 tonnes of lithium.[58] In December 2019, Finnish mining company Keliber Oy reported its Rapasaari lithium deposit has estimated proven and probable ore reserves of 5.280 million tonnes.[59]
|
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|
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In June 2010, The New York Times reported that American geologists were conducting ground surveys on dry salt lakes in western Afghanistan believing that large deposits of lithium are located there. "Pentagon officials said that their initial analysis at one location in Ghazni Province showed the potential for lithium deposits as large as those of Bolivia, which now has the world's largest known lithium reserves."[60] These estimates are "based principally on old data, which was gathered mainly by the Soviets during their occupation of Afghanistan from 1979–1989". Stephen Peters, the head of the USGS's Afghanistan Minerals Project, said that he was unaware of USGS involvement in any new surveying for minerals in Afghanistan in the past two years. 'We are not aware of any discoveries of lithium,' he said."[61]
|
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Lithia ("lithium brine") is associated with tin mining areas in Cornwall, England and an evaluation project from 400-meter deep test boreholes is under consideration. If successful the hot brines will also provide geothermal energy to power the lithium extraction and refining process.[62]
|
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Lithium is found in trace amount in numerous plants, plankton, and invertebrates, at concentrations of 69 to 5,760 parts per billion (ppb). In vertebrates the concentration is slightly lower, and nearly all vertebrate tissue and body fluids contain lithium ranging from 21 to 763 ppb.[48] Marine organisms tend to bioaccumulate lithium more than terrestrial organisms.[63] Whether lithium has a physiological role in any of these organisms is unknown.[48]
|
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|
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Petalite (LiAlSi4O10) was discovered in 1800 by the Brazilian chemist and statesman José Bonifácio de Andrada e Silva in a mine on the island of Utö, Sweden.[64][65][66][67] However, it was not until 1817 that Johan August Arfwedson, then working in the laboratory of the chemist Jöns Jakob Berzelius, detected the presence of a new element while analyzing petalite ore.[68][69][70][71] This element formed compounds similar to those of sodium and potassium, though its carbonate and hydroxide were less soluble in water and less alkaline.[72] Berzelius gave the alkaline material the name "lithion/lithina", from the Greek word λιθoς (transliterated as lithos, meaning "stone"), to reflect its discovery in a solid mineral, as opposed to potassium, which had been discovered in plant ashes, and sodium, which was known partly for its high abundance in animal blood. He named the metal inside the material "lithium".[4][66][71]
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|
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Arfwedson later showed that this same element was present in the minerals spodumene and lepidolite.[73][66] In 1818, Christian Gmelin was the first to observe that lithium salts give a bright red color to flame.[66][74] However, both Arfwedson and Gmelin tried and failed to isolate the pure element from its salts.[66][71][75] It was not isolated until 1821, when William Thomas Brande obtained it by electrolysis of lithium oxide, a process that had previously been employed by the chemist Sir Humphry Davy to isolate the alkali metals potassium and sodium.[17][75][76][77][78] Brande also described some pure salts of lithium, such as the chloride, and, estimating that lithia (lithium oxide) contained about 55% metal, estimated the atomic weight of lithium to be around 9.8 g/mol (modern value ~6.94 g/mol).[79] In 1855, larger quantities of lithium were produced through the electrolysis of lithium chloride by Robert Bunsen and Augustus Matthiessen.[66][80] The discovery of this procedure led to commercial production of lithium in 1923 by the German company Metallgesellschaft AG, which performed an electrolysis of a liquid mixture of lithium chloride and potassium chloride.[66][81][82]
|
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|
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The production and use of lithium underwent several drastic changes in history. The first major application of lithium was in high-temperature lithium greases for aircraft engines and similar applications in World War II and shortly after. This use was supported by the fact that lithium-based soaps have a higher melting point than other alkali soaps, and are less corrosive than calcium based soaps. The small demand for lithium soaps and lubricating greases was supported by several small mining operations, mostly in the US.
|
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The demand for lithium increased dramatically during the Cold War with the production of nuclear fusion weapons. Both lithium-6 and lithium-7 produce tritium when irradiated by neutrons, and are thus useful for the production of tritium by itself, as well as a form of solid fusion fuel used inside hydrogen bombs in the form of lithium deuteride. The US became the prime producer of lithium between the late 1950s and the mid 1980s. At the end, the stockpile of lithium was roughly 42,000 tonnes of lithium hydroxide. The stockpiled lithium was depleted in lithium-6 by 75%, which was enough to affect the measured atomic weight of lithium in many standardized chemicals, and even the atomic weight of lithium in some "natural sources" of lithium ion which had been "contaminated" by lithium salts discharged from isotope separation facilities, which had found its way into ground water.[36][83]
|
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Lithium was used to decrease the melting temperature of glass and to improve the melting behavior of aluminium oxide when using the Hall-Héroult process.[84][85] These two uses dominated the market until the middle of the 1990s. After the end of the nuclear arms race, the demand for lithium decreased and the sale of department of energy stockpiles on the open market further reduced prices.[83] In the mid 1990s, several companies started to extract lithium from brine which proved to be a less expensive option than underground or open-pit mining. Most of the mines closed or shifted their focus to other materials because only the ore from zoned pegmatites could be mined for a competitive price. For example, the US mines near Kings Mountain, North Carolina closed before the beginning of the 21st century.
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The development of lithium ion batteries increased the demand for lithium and became the dominant use in 2007.[86] With the surge of lithium demand in batteries in the 2000s, new companies have expanded brine extraction efforts to meet the rising demand.[87][88]
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|
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It has been argued that lithium will be one of the main objects of geopolitical competition in a world running on renewable energy and dependent on batteries, but this perspective has also been criticised for underestimating the power of economic incentives for expanded production.[89]
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Lithium production has greatly increased since the end of World War II. The metal is separated from other elements in igneous minerals. The metal is produced through electrolysis from a mixture of fused 55% lithium chloride and 45% potassium chloride at about 450 °C.[90]
|
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As of 2015, most of the world's lithium production is in South America, where lithium-containing brine is extracted from underground pools and concentrated by solar evaporation. The standard extraction technique is to evaporate water from brine. Each batch takes from 18 to 24 months.[91]
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|
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In 1998, the price of lithium was about 95 USD/kg (or US$43/lb).[92]
|
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Worldwide identified reserves in 2017, 2018, 2019 and 2020 were estimated by the US Geological Survey (USGS) to be 14 million, 16 million, 14 million and 17 million tonnes, respectively.[56] An accurate estimate of world lithium reserves is difficult.[93][94] One reason for this is that most lithium classification schemes are developed for solid ore deposits, whereas brine is a fluid that is problematic to treat with the same classification scheme due to varying concentrations and pumping effects.[95]
|
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Worldwide lithium resources identified by USGS started to increase in 2017 owing to continuing exploration. Identified resources in 2016, 2017, 2018, 2019 and 2020 were 41, 47, 54, 62 and 80 million tonnes, respectively.[56]
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The world in 2013 was estimated to contain about 15 million tonnes of lithium reserves, while 65 million tonnes of known resources were reasonable. A total of 75% of everything could typically be found in the ten largest deposits of the world.[96] Another study noted that 83% of the geological resources of lithium are located in six brine, two pegmatite, and two sedimentary deposits.[97]
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The world's top 3 lithium-producing countries from 2019, as reported by the US Geological Survey are Australia, Chile, China and Argentina.[56] The intersection of Chile, Bolivia, and Argentina make up the region known as the Lithium Triangle. The Lithium Triangle is known for its high quality salt flats including Bolivia's Salar de Uyuni, Chile's Salar de Atacama, and Argentina's Salar de Arizaro. The Lithium Triangle is believed to contain over 75% of existing known lithium reserves.[98] Deposits are found in South America throughout the Andes mountain chain. Chile is the leading producer, followed by Argentina. Both countries recover lithium from brine pools. According to USGS, Bolivia's Uyuni Desert has 5.4 million tonnes of lithium.[99][100] Half the world's known reserves are located in Bolivia along the central eastern slope of the Andes. In 2009, Bolivia negotiated with Japanese, French, and Korean firms to begin extraction.[99]
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In the US, lithium is recovered from brine pools in Nevada.[15] A deposit discovered in 2013 in Wyoming's Rock Springs Uplift is estimated to contain 228,000 tons. Additional deposits in the same formation were estimated to be as much as 18 million tons.[102]
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Over the years opinions have been differing about potential growth. A 2008 study concluded that "realistically achievable lithium carbonate production would be sufficient for only a small fraction of future PHEV and EV global market requirements", that "demand from the portable electronics sector will absorb much of the planned production increases in the next decade", and that "mass production of lithium carbonate is not environmentally sound, it will cause irreparable ecological damage to ecosystems that should be protected and that LiIon propulsion is incompatible with the notion of the 'Green Car'".[57]
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According to a later 2011 study by Lawrence Berkeley National Laboratory and the University of California, Berkeley, the then estimated reserve base of lithium should not be a limiting factor for large-scale battery production for electric vehicles because an estimated 1 billion 40 kWh Li-based batteries could be built with those reserves[103] - about 10 kg of lithium per car.[104] Another 2011 study at the University of Michigan and Ford Motor Company found enough resources to support global demand until 2100, including the lithium required for the potential widespread transportation use. The study estimated global reserves at 39 million tons, and total demand for lithium during the 90-year period annualized at 12–20 million tons, depending on the scenarios regarding economic growth and recycling rates.[105]
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In 2014, The Financialist stated that demand for lithium was growing at more than 12% a year. According to Credit Suisse, this rate exceeded projected availability by 25%. The publication compared the 2014 lithium situation with oil, whereby "higher oil prices spurred investment in expensive deepwater and oil sands production techniques"; that is, the price of lithium would continue to rise until more expensive production methods that could boost total output would receive the attention of investors.[106]
|
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On 16 July 2018 2.5 million tonnes of high-grade lithium resources and 124 million pounds of uranium resources were found in the Falchani hard rock deposit in the region Puno, Peru.[107]
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After the 2007 financial crisis, major suppliers, such as Sociedad Química y Minera (SQM), dropped lithium carbonate pricing by 20%.[108] Prices rose in 2012. A 2012 Business Week article outlined the oligopoly in the lithium space: "SQM, controlled by billionaire Julio Ponce, is the second-largest, followed by Rockwood, which is backed by Henry Kravis’s KKR & Co., and Philadelphia-based FMC", with Talison mentioned as the biggest producer.[109] Global consumption may jump to 300,000 metric tons a year by 2020 from about 150,000 tons in 2012, to match the demand for lithium batteries that has been growing at about 25% a year, outpacing the 4% to 5% overall gain in lithium production.[109]
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Lithium and its compounds were historically extracted from hard rock before salts are extracted from water in mineral springs, brine pools, and brine deposits became the dominant source in the 1990s. Mining of lithium ores was more expensive and had been priced out of the market but by 2018 hard rock had once again become a significant contributor. Low cobalt cathodes for lithium batteries are expected to require lithium hydroxide rather than lithium carbonate as a feedstock, and this trend favours rock as a source.[110][111][112]
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Lithium is present in seawater, but commercially viable methods of extraction have yet to be developed.[91]
|
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Another potential source of lithium is the leachates of geothermal wells, which are carried to the surface.[113] Recovery of lithium has been demonstrated in the field; the lithium is separated by simple filtration.[114] The process and environmental costs are primarily those of the already-operating well; net environmental impacts may thus be positive.[115]
|
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Currently, there are a number of options available in the marketplace to invest in the metal. While buying physical stock of lithium is hardly possible, investors can buy shares of companies engaged in lithium mining and producing.[116] Also, investors can purchase a dedicated lithium ETF offering exposure to a group of commodity producers.
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Lithium oxide is widely used as a flux for processing silica, reducing the melting point and viscosity of the material and leading to glazes with improved physical properties including low coefficients of thermal expansion. Worldwide, this is one of the largest use for lithium compounds.[117][118] Glazes containing lithium oxides are used for ovenware. Lithium carbonate (Li2CO3) is generally used in this application because it converts to the oxide upon heating.[119]
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Late in the 20th century, lithium became an important component of battery electrolytes and electrodes, because of its high electrode potential. Because of its low atomic mass, it has a high charge- and power-to-weight ratio. A typical lithium-ion battery can generate approximately 3 volts per cell, compared with 2.1 volts for lead-acid and 1.5 volts for zinc-carbon. Lithium-ion batteries, which are rechargeable and have a high energy density, differ from lithium batteries, which are disposable (primary) batteries with lithium or its compounds as the anode.[120][121] Other rechargeable batteries that use lithium include the lithium-ion polymer battery, lithium iron phosphate battery, and the nanowire battery.
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The third most common use of lithium is in greases. Lithium hydroxide is a strong base and, when heated with a fat, produces a soap made of lithium stearate. Lithium soap has the ability to thicken oils, and it is used to manufacture all-purpose, high-temperature lubricating greases.[15][122][123]
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Lithium (e.g. as lithium carbonate) is used as an additive to continuous casting mould flux slags where it increases fluidity,[124][125] a use which accounts for 5% of global lithium use (2011).[56] Lithium compounds are also used as additives (fluxes) to foundry sand for iron casting to reduce veining.[126]
|
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Lithium (as lithium fluoride) is used as an additive to aluminium smelters (Hall–Héroult process), reducing melting temperature and increasing electrical resistance,[127] a use which accounts for 3% of production (2011).[56]
|
126 |
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|
127 |
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When used as a flux for welding or soldering, metallic lithium promotes the fusing of metals during the process[128] and eliminates the forming of oxides by absorbing impurities.[129] Alloys of the metal with aluminium, cadmium, copper and manganese are used to make high-performance aircraft parts (see also Lithium-aluminium alloys).[130]
|
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Lithium has been found effective in assisting the perfection of silicon nano-welds in electronic components for electric batteries and other devices.[131]
|
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Lithium compounds are used as pyrotechnic colorants and oxidizers in red fireworks and flares.[15][133]
|
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Lithium chloride and lithium bromide are hygroscopic and are used as desiccants for gas streams.[15] Lithium hydroxide and lithium peroxide are the salts most used in confined areas, such as aboard spacecraft and submarines, for carbon dioxide removal and air purification. Lithium hydroxide absorbs carbon dioxide from the air by forming lithium carbonate, and is preferred over other alkaline hydroxides for its low weight.
|
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Lithium peroxide (Li2O2) in presence of moisture not only reacts with carbon dioxide to form lithium carbonate, but also releases oxygen.[134][135] The reaction is as follows:
|
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+
Some of the aforementioned compounds, as well as lithium perchlorate, are used in oxygen candles that supply submarines with oxygen. These can also include small amounts of boron, magnesium, aluminum, silicon, titanium, manganese, and iron.[136]
|
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Lithium fluoride, artificially grown as crystal, is clear and transparent and often used in specialist optics for IR, UV and VUV (vacuum UV) applications. It has one of the lowest refractive indexes and the furthest transmission range in the deep UV of most common materials.[137] Finely divided lithium fluoride powder has been used for thermoluminescent radiation dosimetry (TLD): when a sample of such is exposed to radiation, it accumulates crystal defects which, when heated, resolve via a release of bluish light whose intensity is proportional to the absorbed dose, thus allowing this to be quantified.[138] Lithium fluoride is sometimes used in focal lenses of telescopes.[15][139]
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The high non-linearity of lithium niobate also makes it useful in non-linear optics applications. It is used extensively in telecommunication products such as mobile phones and optical modulators, for such components as resonant crystals. Lithium applications are used in more than 60% of mobile phones.[140]
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+
Organolithium compounds are widely used in the production of polymer and fine-chemicals. In the polymer industry, which is the dominant consumer of these reagents, alkyl lithium compounds are catalysts/initiators.[141] in anionic polymerization of unfunctionalized olefins.[142][143][144] For the production of fine chemicals, organolithium compounds function as strong bases and as reagents for the formation of carbon-carbon bonds. Organolithium compounds are prepared from lithium metal and alkyl halides.[145]
|
144 |
+
|
145 |
+
Many other lithium compounds are used as reagents to prepare organic compounds. Some popular compounds include lithium aluminium hydride (LiAlH4), lithium triethylborohydride, n-butyllithium and tert-butyllithium are commonly used as extremely strong bases called superbases.
|
146 |
+
|
147 |
+
Metallic lithium and its complex hydrides, such as Li[AlH4], are used as high-energy additives to rocket propellants.[17] Lithium aluminum hydride can also be used by itself as a solid fuel.[146]
|
148 |
+
|
149 |
+
The Mark 50 torpedo stored chemical energy propulsion system (SCEPS) uses a small tank of sulfur hexafluoride gas, which is sprayed over a block of solid lithium. The reaction generates heat, creating steam to propel the torpedo in a closed Rankine cycle.[147]
|
150 |
+
|
151 |
+
Lithium hydride containing lithium-6 is used in thermonuclear weapons, where it serves as fuel for the fusion stage of the bomb.[148]
|
152 |
+
|
153 |
+
Lithium-6 is valued as a source material for tritium production and as a neutron absorber in nuclear fusion. Natural lithium contains about 7.5% lithium-6 from which large amounts of lithium-6 have been produced by isotope separation for use in nuclear weapons.[149] Lithium-7 gained interest for use in nuclear reactor coolants.[150]
|
154 |
+
|
155 |
+
Lithium deuteride was the fusion fuel of choice in early versions of the hydrogen bomb. When bombarded by neutrons, both 6Li and 7Li produce tritium — this reaction, which was not fully understood when hydrogen bombs were first tested, was responsible for the runaway yield of the Castle Bravo nuclear test. Tritium fuses with deuterium in a fusion reaction that is relatively easy to achieve. Although details remain secret, lithium-6 deuteride apparently still plays a role in modern nuclear weapons as a fusion material.[151]
|
156 |
+
|
157 |
+
Lithium fluoride, when highly enriched in the lithium-7 isotope, forms the basic constituent of the fluoride salt mixture LiF-BeF2 used in liquid fluoride nuclear reactors. Lithium fluoride is exceptionally chemically stable and LiF-BeF2 mixtures have low melting points. In addition, 7Li, Be, and F are among the few nuclides with low enough thermal neutron capture cross-sections not to poison the fission reactions inside a nuclear fission reactor.[note 3][152]
|
158 |
+
|
159 |
+
In conceptualized (hypothetical) nuclear fusion power plants, lithium will be used to produce tritium in magnetically confined reactors using deuterium and tritium as the fuel. Naturally occurring tritium is extremely rare, and must be synthetically produced by surrounding the reacting plasma with a 'blanket' containing lithium where neutrons from the deuterium-tritium reaction in the plasma will fission the lithium to produce more tritium:
|
160 |
+
|
161 |
+
Lithium is also used as a source for alpha particles, or helium nuclei. When 7Li is bombarded by accelerated protons 8Be is formed, which undergoes fission to form two alpha particles. This feat, called "splitting the atom" at the time, was the first fully man-made nuclear reaction. It was produced by Cockroft and Walton in 1932.[153][154]
|
162 |
+
|
163 |
+
In 2013, the US Government Accountability Office said a shortage of lithium-7 critical to the operation of 65 out of 100 American nuclear reactors “places their ability to continue to provide electricity at some risk”. Castle Bravo first used lithium-7, in the Shrimp, its first device, which weighed only 10 tons, and generated massive nuclear atmospheric contamination of Bikini Atoll. This perhaps accounts for the decline of US nuclear infrastructure.[155] The equipment needed to separate lithium-6 from lithium-7 is mostly a cold war leftover. The US shut down most of this machinery in 1963, when it had a huge surplus of separated lithium, mostly consumed during the twentieth century. The report said it would take five years and $10 million to $12 million to reestablish the ability to separate lithium-6 from lithium-7.[156]
|
164 |
+
|
165 |
+
Reactors that use lithium-7 heat water under high pressure and transfer heat through heat exchangers that are prone to corrosion. The reactors use lithium to counteract the corrosive effects of boric acid, which is added to the water to absorb excess neutrons.[156]
|
166 |
+
|
167 |
+
Lithium is useful in the treatment of bipolar disorder.[157] Lithium salts may also be helpful for related diagnoses, such as schizoaffective disorder and cyclic major depression. The active part of these salts is the lithium ion Li+.[157] They may increase the risk of developing Ebstein's cardiac anomaly in infants born to women who take lithium during the first trimester of pregnancy.[158]
|
168 |
+
|
169 |
+
Lithium has also been researched as a possible treatment for cluster headaches.[159]
|
170 |
+
|
171 |
+
Primary food sources of lithium are grains and vegetables, and, in some areas, drinking water also contains significant amounts.[160] Human intake varies depending on location and diet.
|
172 |
+
|
173 |
+
Lithium was first detected in human organs and fetal tissues in the late 19th century. In humans there are no defined lithium deficiency diseases, but low lithium intakes from water supplies were associated with increased rates of suicides, homicides and the arrest rates for drug use and other crimes. The biochemical mechanisms of action of lithium appear to be multifactorial and are intercorrelated with the functions of several enzymes, hormones and vitamins, as well as with growth and transforming factors.
|
174 |
+
|
175 |
+
Lithium is corrosive and requires special handling to avoid skin contact. Breathing lithium dust or lithium compounds (which are often alkaline) initially irritate the nose and throat, while higher exposure can cause a buildup of fluid in the lungs, leading to pulmonary edema. The metal itself is a handling hazard because contact with moisture produces the caustic lithium hydroxide. Lithium is safely stored in non-reactive compounds such as naphtha.[163]
|
176 |
+
|
177 |
+
Some jurisdictions limit the sale of lithium batteries, which are the most readily available source of lithium for ordinary consumers. Lithium can be used to reduce pseudoephedrine and ephedrine to methamphetamine in the Birch reduction method, which employs solutions of alkali metals dissolved in anhydrous ammonia.[164][165]
|
178 |
+
|
179 |
+
Carriage and shipment of some kinds of lithium batteries may be prohibited aboard certain types of transportation (particularly aircraft) because of the ability of most types of lithium batteries to fully discharge very rapidly when short-circuited, leading to overheating and possible explosion in a process called thermal runaway. Most consumer lithium batteries have built-in thermal overload protection to prevent this type of incident, or are otherwise designed to limit short-circuit currents. Internal shorts from manufacturing defect or physical damage can lead to spontaneous thermal runaway.[166][167]
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en/3476.html.txt
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A lithosphere (Ancient Greek: λίθος [lithos] for "rocky", and σφαίρα [sphaira] for "sphere") is the rigid,[1] outermost shell of a terrestrial-type planet, or natural satellite, that is defined by its rigid mechanical properties. On Earth, it is composed of the crust and the portion of the upper mantle that behaves elastically on time scales of thousands of years or greater. The outermost shell of a rocky planet, the crust, is defined on the basis of its chemistry and mineralogy.
|
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|
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Earth's lithosphere includes the crust and the uppermost mantle, which constitutes the hard and rigid outer layer of the Earth. The lithosphere is subdivided into tectonic plates. The uppermost part of the lithosphere that chemically reacts to the atmosphere, hydrosphere, and biosphere through the soil-forming process is called the pedosphere. The lithosphere is underlain by the asthenosphere which is the weaker, hotter, and deeper part of the upper mantle. The Lithosphere-Asthenosphere boundary is defined by a difference in response to stress: the lithosphere remains rigid for very long periods of geologic time in which it deforms elastically and through brittle failure, while the asthenosphere deforms viscously and accommodates strain through plastic deformation.
|
6 |
+
|
7 |
+
The concept of the lithosphere as Earth's strong outer layer was described by A.E.H. Love in his 1911 monograph "Some problems of Geodynamics" and further developed by Joseph Barrell, who wrote a series of papers about the concept and introduced the term "lithosphere".[2][3][4][5] The concept was based on the presence of significant gravity anomalies over continental crust, from which he inferred that there must exist a strong, solid upper layer (which he called the lithosphere) above a weaker layer which could flow (which he called the asthenosphere). These ideas were expanded by Reginald Aldworth Daly in 1940 with his seminal work "Strength and Structure of the Earth."[6] They have been broadly accepted by geologists and geophysicists. These concepts of a strong lithosphere resting on a weak asthenosphere are essential to the theory of plate tectonics.
|
8 |
+
|
9 |
+
There are two types of lithosphere:
|
10 |
+
|
11 |
+
The thickness of the lithosphere is considered to be the depth to the isotherm associated with the transition between brittle and viscous behavior.[7] The temperature at which olivine begins to deform viscously (~1000 °C) is often used to set this isotherm because olivine is generally the weakest mineral in the upper mantle. Oceanic lithosphere is typically about 50–140 km thick [8](but beneath the mid-ocean ridges is no thicker than the crust), while continental lithosphere has a range in thickness from about 40 km to perhaps 280 km;[8] the upper ~30 to ~50 km of typical continental lithosphere is crust. The mantle part of the lithosphere consists largely of peridotite. The crust is distinguished from the upper mantle by the change in chemical composition that takes place at the Moho discontinuity.
|
12 |
+
|
13 |
+
Oceanic lithosphere consists mainly of mafic crust and ultramafic mantle (peridotite) and is denser than continental lithosphere, for which the mantle is associated with crust made of felsic rocks. Oceanic lithosphere thickens as it ages and moves away from the mid-ocean ridge. This thickening occurs by conductive cooling, which converts hot asthenosphere into lithospheric mantle and causes the oceanic lithosphere to become increasingly thick and dense with age. In fact, oceanic lithosphere is a thermal boundary layer for the convection[9] in the mantle. The thickness of the mantle part of the oceanic lithosphere can be approximated as a thermal boundary layer that thickens as the square root of time.
|
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|
15 |
+
Here,
|
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|
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|
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|
19 |
+
h
|
20 |
+
|
21 |
+
|
22 |
+
{\displaystyle h}
|
23 |
+
|
24 |
+
is the thickness of the oceanic mantle lithosphere,
|
25 |
+
|
26 |
+
|
27 |
+
|
28 |
+
κ
|
29 |
+
|
30 |
+
|
31 |
+
{\displaystyle \kappa }
|
32 |
+
|
33 |
+
is the thermal diffusivity (approximately 10−6 m2/s) for silicate rocks, and
|
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+
|
35 |
+
|
36 |
+
|
37 |
+
t
|
38 |
+
|
39 |
+
|
40 |
+
{\displaystyle t}
|
41 |
+
|
42 |
+
is the age of the given part of the lithosphere. The age is often equal to L/V, where L is the distance from the spreading centre of mid-oceanic ridge, and V is velocity of the lithospheric plate.
|
43 |
+
|
44 |
+
Oceanic lithosphere is less dense than asthenosphere for a few tens of millions of years but after this becomes increasingly denser than asthenosphere. This is because the chemically differentiated oceanic crust is lighter than asthenosphere, but thermal contraction of the mantle lithosphere makes it more dense than the asthenosphere. The gravitational instability of mature oceanic lithosphere has the effect that at subduction zones, oceanic lithosphere invariably sinks underneath the overriding lithosphere, which can be oceanic or continental. New oceanic lithosphere is constantly being produced at mid-ocean ridges and is recycled back to the mantle at subduction zones. As a result, oceanic lithosphere is much younger than continental lithosphere: the oldest oceanic lithosphere is about 170 million years old, while parts of the continental lithosphere are billions of years old. The oldest parts of continental lithosphere underlie cratons, and the mantle lithosphere there is thicker and less dense than typical; the relatively low density of such mantle "roots of cratons" helps to stabilize these regions.[10][11]
|
45 |
+
|
46 |
+
Geophysical studies in the early 21st century posit that large pieces of the lithosphere have been subducted into the mantle as deep as 2900 km to near the core-mantle boundary,[12] while others "float" in the upper mantle,[13][14] while some stick down into the mantle as far as 400 km but remain "attached" to the continental plate above,[11] similar to the extent of the "tectosphere" proposed by Jordan in 1988.[15]
|
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+
|
48 |
+
Geoscientists can directly study the nature of the subcontinental mantle by examining mantle xenoliths[16] brought up in kimberlite, lamproite, and other volcanic pipes. The histories of these xenoliths have been investigated by many methods, including analyses of abundances of isotopes of osmium and rhenium. Such studies have confirmed that mantle lithospheres below some cratons have persisted for periods in excess of 3 billion years, despite the mantle flow that accompanies plate tectonics.[17]
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The litre (British and Commonwealth spelling) or liter (American spelling) (SI symbols L and l,[1] other symbol used: ℓ) is a metric unit of volume. It is equal to 1 cubic decimetre (dm3), 1000 cubic centimetres (cm3) or 0.001 cubic metre. A cubic decimetre (or litre) occupies a volume of 10 cm × 10 cm × 10 cm (see figure) and is thus equal to one-thousandth of a cubic metre.
|
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+
|
5 |
+
The original French metric system used the litre as a base unit. The word litre is derived from an older French unit, the litron, whose name came from Greek—where it was a unit of weight, not volume[2]—via Latin, and which equalled approximately 0.831 litres. The litre was also used in several subsequent versions of the metric system and is accepted for use with the SI,[3] although not an SI unit—the SI unit of volume is the cubic metre (m3). The spelling used by the International Bureau of Weights and Measures is "litre",[3] a spelling which is shared by almost all English-speaking countries. The spelling "liter" is predominantly used in American English.[a]
|
6 |
+
|
7 |
+
One litre of liquid water has a mass of almost exactly one kilogram, because the kilogram was originally defined in 1795 as the mass of one cubic decimetre of water at the temperature of melting ice (0 °C). Subsequent redefinitions of the metre and kilogram mean that this relationship is no longer exact.[4]
|
8 |
+
|
9 |
+
A litre is a cubic decimetre, which is the volume of a cube 10 centimetres × 10 centimetres × 10 centimetres (1 L ≡ 1 dm3 ≡ 1000 cm3). Hence 1 L ≡ 0.001 m3 ≡ 1000 cm3, and 1 m3 (i.e. a cubic metre, which is the SI unit for volume) is exactly 1000 L.
|
10 |
+
|
11 |
+
From 1901 to 1964, the litre was defined as the volume of one kilogram of pure water at maximum density (+4 °C) and standard pressure. The kilogram was in turn specified as the mass of the International Prototype of the Kilogram (a specific platinum/iridium cylinder) and was intended to be of the same mass as the 1 litre of water referred to above. It was subsequently discovered that the cylinder was around 28 parts per million too large and thus, during this time, a litre was about 1.000028 dm3. Additionally, the mass–volume relationship of water (as with any fluid) depends on temperature, pressure, purity and isotopic uniformity. In 1964, the definition relating the litre to mass was superseded by the current one. Although the litre is not an SI unit, it is accepted by the CGPM (the standards body that defines the SI) for use with the SI. CGPM defines the litre and its acceptable symbols.
|
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+
|
13 |
+
A litre is equal in volume to the millistere, an obsolete non-SI metric unit customarily used for dry measure.
|
14 |
+
|
15 |
+
Litres are most commonly used for items (such as fluids and solids that can be poured) which are measured by the capacity or size of their container, whereas cubic metres (and derived units) are most commonly used for items measured either by their dimensions or their displacements. The litre is often also used in some calculated measurements, such as density (kg/L), allowing an easy comparison with the density of water.
|
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+
|
17 |
+
One litre of water has a mass of almost exactly one kilogram when measured at its maximal density, which occurs at about 4 °C. It follows, therefore, that 1000th of a litre, known as one millilitre (1 mL), of water has a mass of about 1 g; 1000 litres of water has a mass of about 1000 kg (1 tonne). This relationship holds because the gram was originally defined as the mass of 1 mL of water; however, this definition was abandoned in 1799 because the density of water changes with temperature and, very slightly, with pressure.
|
18 |
+
|
19 |
+
It is now known that the density of water also depends on the isotopic ratios of the oxygen and hydrogen atoms in a particular sample. Modern measurements of Vienna Standard Mean Ocean Water, which is pure distilled water with an isotopic composition representative of the average of the world's oceans, show that it has a density of 0.999975±0.000001 kg/L at its point of maximum density (3.984 °C) under one standard atmosphere (760 Torr = 101.325 kPa) of pressure.[5]
|
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+
|
21 |
+
The litre, though not an official SI unit, may be used with SI prefixes. The most commonly used derived unit is the millilitre, defined as one-thousandth of a litre, and also often referred to by the SI derived unit name "cubic centimetre". It is a commonly used measure, especially in medicine, cooking and automotive engineering. Other units may be found in the table below, where the more often used terms are in bold. However, some authorities advise against some of them; for example, in the United States, NIST advocates using the millilitre or litre instead of the centilitre.[6] There are two international standard symbols for the litre: L and l. In the United States the former is preferred because of the risk that (in some fonts) the letter l and the digit 1 may be confused.[7]
|
22 |
+
|
23 |
+
One litre is slightly larger than a US liquid quart and slightly less than an imperial quart or one US dry quart. A mnemonic for its volume relative to an imperial pint is "a litre of water's a pint and three quarters"; this is very close, as a litre is actually 1.75975399 pints.
|
24 |
+
|
25 |
+
A litre is the volume of a cube with sides of 10 cm, which is slightly less than a cube of sides 4 inches (one-third of a foot). One cubic foot would contain exactly 27 such cubes (four inches on each side), making one cubic foot approximately equal to 27 litres. One cubic foot has an exact volume of 28.316846592 litres, which is 4.88% higher than the 27-litre approximation.
|
26 |
+
|
27 |
+
A litre of liquid water has a mass almost exactly equal to one kilogram. An early definition of the kilogram was set as the mass of one litre of water. Because volume changes with temperature and pressure, and pressure uses units of mass, the definition of a kilogram was changed. At standard pressure, one litre of water has a mass of 0.999975 kg at 4 °C, and 0.997 kg at 25 °C.[8]
|
28 |
+
|
29 |
+
Originally, the only symbol for the litre was l (lowercase letter L), following the SI convention that only those unit symbols that abbreviate the name of a person start with a capital letter. In many English-speaking countries, however, the most common shape of a handwritten Arabic digit 1 is just a vertical stroke; that is, it lacks the upstroke added in many other cultures. Therefore, the digit "1" may easily be confused with the letter "l". In some computer typefaces, the two characters are barely distinguishable. This caused some concern, especially in the medical community.[citation needed]
|
30 |
+
|
31 |
+
As a result, L (uppercase letter L) was adopted as an alternative symbol for litre in 1979.[citation needed] The United States National Institute of Standards and Technology now recommends the use of the uppercase letter L,[9] a practice that is also widely followed in Canada and Australia. In these countries, the symbol L is also used with prefixes, as in mL and μL, instead of the traditional ml and μl used in Europe. In the UK and Ireland, as well as the rest of Europe, lowercase l is used with prefixes, though whole litres are often written in full (so, "750 ml" on a wine bottle, but often "1 litre" on a juice carton). In 1990, the International Committee for Weights and Measures stated that it was too early to choose a single symbol for the litre.[10]
|
32 |
+
|
33 |
+
Prior to 1979, the symbol ℓ came into common use in some countries;[citation needed] for example, it was recommended by South African Bureau of Standards publication M33 and Canada in the 1970s. This symbol can still be encountered occasionally in some English-speaking and European countries like Germany, and its use is ubiquitous in Japan and South Korea.
|
34 |
+
|
35 |
+
Fonts covering the CJK characters usually include not only the script small ℓ but also four precomposed characters: ㎕, ㎖, ㎗ and ㎘ for the microlitre, millilitre, decilitre and kilolitre.
|
36 |
+
|
37 |
+
The first name of the litre was "cadil"; standards are shown at the Musée des Arts et Métiers in Paris.[12]
|
38 |
+
|
39 |
+
The litre was introduced in France in 1795 as one of the new "republican units of measurement" and defined as one cubic decimetre.[13]
|
40 |
+
One litre of liquid water has a mass of almost exactly one kilogram, due to the gram being defined in 1795 as one cubic centimetre of water at the temperature of melting ice.[4]
|
41 |
+
The original decimetre length was 44.344 lignes, which was revised in 1798 to 44.3296 lignes. This made the original litre 1.000974 of today's cubic decimetre. It was against this litre that the kilogram was constructed.
|
42 |
+
|
43 |
+
In 1879, the CIPM adopted the definition of the litre, with the symbol l (lowercase letter L).
|
44 |
+
|
45 |
+
In 1901, at the 3rd CGPM conference, the litre was redefined as the space occupied by 1 kg of pure water at the temperature of its maximum density (3.98 °C) under a pressure of 1 atm. This made the litre equal to about 1.000028 dm3 (earlier reference works usually put it at 1.000027 dm3).
|
46 |
+
|
47 |
+
In 1964, at the 12th CGPM conference, the original definition was reverted to, and thus the litre was once again defined in exact relation to the metre, as another name for the cubic decimetre, that is, exactly 1 dm3.[14]
|
48 |
+
|
49 |
+
In 1979, at the 16th CGPM conference, the alternative symbol L (uppercase letter L) was adopted. It also expressed a preference that in the future only one of these two symbols should be retained, but in 1990 said it was still too early to do so.[10]
|
50 |
+
|
51 |
+
In spoken English, the symbol "mL" (for millilitre) can be pronounced as "mil". This can potentially cause confusion with some other measurement words such as:
|
52 |
+
|
53 |
+
However the context is usually sufficient hint — "mL" is a unit of volume; whereas the others are units of linear or angular measurement.
|
54 |
+
|
55 |
+
The abbreviation "cc" (for cubic centimetre, equal to a millilitre or mL) is a unit of the cgs system, which preceded the MKS system, which later evolved into the SI system. The abbreviation "cc" is still commonly used in many fields, including medical dosage and sizing for combustion engine displacement.
|
56 |
+
|
57 |
+
The microlitre (μL) has been known in the past as the lambda (λ), but this usage is now discouraged.[15] In the medical field the microlitre is sometimes abbreviated as mcL on test results.[16]
|
58 |
+
|
59 |
+
In the SI system, apart from prefixes for powers of 1000, use of the "centi" (10−2), "deci" (10−1), "deca" (10+1) and "hecto" (10+2) prefixes with litres is common. For example, in many European countries, the hectolitre is the typical unit for production and export volumes of beverages (milk, beer, soft drinks, wine, etc.) and for measuring the size of the catch and quotas for fishing boats; decilitres are common in Croatia, Switzerland and Scandinavia and often found in cookbooks, and restaurant and café menus; centilitres indicate the capacity of drinking glasses and of small bottles. In colloquial Dutch in Belgium, a "vijfentwintiger" and a "drieëndertiger" (literally "twenty-fiver" and "thirty-threer") are the common beer glasses, the corresponding bottles mention 25 cL and 33 cL. Bottles may also be 75 cL or half size at 37.5 cL for "artisanal" brews or 70 cL for wines or spirits. Cans come in 25 cL, 33 cL and 50 cL.[citation needed] Similarly, alcohol shots are often marked in cL in restaurant menus, typically 3 cL (1.06 imp fl oz; 1.01 US fl oz).
|
60 |
+
|
61 |
+
In countries where the metric system was adopted as the official measuring system after the SI standard was established, common usage eschews prefixes that are not powers of 1000. For example, in Canada, Australia, and New Zealand, consumer beverages are labelled almost exclusively using litres and millilitres. Hectolitres sometimes appear in industry, but centilitres and decilitres are rarely, if ever, used.[citation needed] An exception is in pathology, where for instance blood lead level may be measured in micrograms per decilitre.[citation needed] Larger volumes are usually given in cubic metres (equivalent to 1 kL), or thousands or millions of cubic metres.[citation needed]
|
62 |
+
|
63 |
+
Although kilolitres, megalitres, and gigalitres are commonly used for measuring water consumption, reservoir capacities and river flows, for larger volumes of fluids, such as annual consumption of tap water, lorry (truck) tanks, or swimming pools, the cubic metre is the general unit. It is also generally for all volumes of a non-liquid nature.[citation needed]
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Literature, can refer to a body of written or oral work, but it commonly refers specifically to writings considered to be an art form, especially prose fiction, drama, and poetry, in contrast to academic writing and newspapers.[1] In recent centuries, the definition has expanded to now include oral literature, much of which has been transcribed.[2]
|
4 |
+
|
5 |
+
Literature, as an art form, can also include works in various non-fiction genres, such as autobiography, diaries, memoir, letters, the essay, as well as history and philosophy.[3]
|
6 |
+
|
7 |
+
Its Latin root literatura/litteratura (from littera: letter of the alphabet or handwriting) was used to refer to all written accounts. Developments in print technology have allowed an ever-growing distribution and proliferation of written works, which now includes electronic literature.
|
8 |
+
|
9 |
+
Literature is classified according to whether it is poetry, prose or drama, and such works are categorized according to historical periods, or their adherence to certain aesthetic features, or genre.
|
10 |
+
|
11 |
+
Definitions of literature have varied over time: it is a "culturally relative definition".[4] In Western Europe prior to the 18th century, literature denoted all books and writing.[4] A more restricted sense of the term emerged during the Romantic period, in which it began to demarcate "imaginative" writing.[5] Contemporary debates over what constitutes literature can be seen as returning to older, more inclusive notions; cultural studies, for instance, takes as its subject of analysis both popular and minority genres, in addition to canonical works.
|
12 |
+
|
13 |
+
The value judgment definition of literature considers it to cover exclusively those writings that possess high quality or distinction, forming part of the so-called belles-lettres ('fine writing') tradition.[6] This sort of definition is that used in the Encyclopædia Britannica Eleventh Edition (1910–11) when it classifies literature as "the best expression of the best thought reduced to writing."[7] Problematic in this view is that there is no objective definition of what constitutes "literature": anything can be literature, and anything which is universally regarded as literature has the potential to be excluded, since value judgments can change over time.[8]
|
14 |
+
|
15 |
+
The formalist definition is that "literature" foregrounds poetic effects; it is the "literariness" or "poetic" of literature that distinguishes it from ordinary speech or other kinds of writing (e.g., journalism).[9][10] Jim Meyer considers this a useful characteristic in explaining the use of the term to mean published material in a particular field (e.g., "scientific literature"), as such writing must use language according to particular standards.[11] The problem with the formalist definition is that in order to say that literature deviates from ordinary uses of language, those uses must first be identified; this is difficult because "ordinary language" is an unstable category, differing according to social categories and across history.[12]
|
16 |
+
|
17 |
+
Etymologically, the term derives from Latin literatura/litteratura "learning, a writing, grammar," originally "writing formed with letters," from litera/littera "letter".[13] In spite of this, the term has also been applied to spoken or sung texts.[11][14]
|
18 |
+
|
19 |
+
Literary genre is a mode of categorizing literature. A French term for "a literary type or class".[15]
|
20 |
+
|
21 |
+
Ancient Egyptian literature,[16] along with Sumerian literature, are considered the world's oldest literatures.[17] The primary genres of the literature of ancient Egypt—didactic texts, hymns and prayers, and tales—were written almost entirely in verse;[18] By the Old Kingdom (26th century BC to 22nd century BC), literary works included funerary texts, epistles and letters, hymns and poems, and commemorative autobiographical texts recounting the careers of prominent administrative officials. It was not until the early Middle Kingdom (21st century BC to 17th century BC) that a narrative Egyptian literature was created.
|
22 |
+
|
23 |
+
Many works of earlier periods, even in narrative form, had a covert moral or didactic purpose, such as the Sanskrit Panchatantra or the Metamorphoses of Ovid. Drama and satire also developed as urban culture provided a larger public audience, and later readership, for literary production. Lyric poetry (as opposed to epic poetry) was often the speciality of courts and aristocratic circles, particularly in East Asia where songs were collected by the Chinese aristocracy as poems, the most notable being the Shijing or Book of Songs. Over a long period, the poetry of popular pre-literate balladry and song interpenetrated and eventually influenced poetry in the literary medium.
|
24 |
+
|
25 |
+
In ancient China, early literature was primarily focused on philosophy, historiography, military science, agriculture, and poetry. China, the origin of modern paper making and woodblock printing, produced the world's first print cultures.[19] Much of Chinese literature originates with the Hundred Schools of Thought period that occurred during the Eastern Zhou Dynasty (769‒269 BCE). The most important of these include the Classics of Confucianism, of Daoism, of Mohism, of Legalism, as well as works of military science (e.g. Sun Tzu's The Art of War) and Chinese history (e.g. Sima Qian's Records of the Grand Historian). Ancient Chinese literature had a heavy emphasis on historiography, with often very detailed court records. An exemplary piece of narrative history of ancient China was the Zuo Zhuan, which was compiled no later than 389 BCE, and attributed to the blind 5th-century BCE historian Zuo Qiuming.
|
26 |
+
|
27 |
+
In ancient India, literature originated from stories that were originally orally transmitted. Early genres included drama, fables, sutras and epic poetry. Sanskrit literature begins with the Vedas, dating back to 1500–1000 BCE, and continues with the Sanskrit Epics of Iron Age India. The Vedas are among the oldest sacred texts. The Samhitas (vedic collections) date to roughly 1500–1000 BCE, and the "circum-Vedic" texts, as well as the redaction of the Samhitas, date to c. 1000‒500 BCE, resulting in a Vedic period, spanning the mid-2nd to mid 1st millennium BCE, or the Late Bronze Age and the Iron Age.[20] The period between approximately the 6th to 1st centuries BCE saw the composition and redaction of the two most influential Indian epics, the Mahabharata and the Ramayana, with subsequent redaction progressing down to the 4th century AD. Other major literary works are Ramcharitmanas & Krishnacharitmanas.
|
28 |
+
|
29 |
+
Homer's, epic poems the Iliad and the Odyssey, are central works of ancient Greek literature. It is generally accepted that the poems were composed at some point around the late eighth or early seventh century BC.[21] Modern scholars consider these accounts legendary.[22][23][24] Most researchers believe that the poems were originally transmitted orally.[25] From antiquity until the present day, the influence of Homeric epic on Western civilization has been great, inspiring many of its most famous works of literature, music, art and film.[26] The Homeric epics were the greatest influence on ancient Greek culture and education; to Plato, Homer was simply the one who "has taught Greece" – ten Hellada pepaideuken.[27][28] Hesiod'sWorks and Days and Theogony, are some of the earliest, and most influential, of ancient Greek literature. Classical Greek genres included philosophy, poetry, historiography, comedies and dramas. Plato and Aristotle authored philosophical texts that are the foundation of Western philosophy, Sappho and Pindar were influential lyric poets, and Herodotus and Thucydides were early Greek historians. Although drama was popular in ancient Greece, of the hundreds of tragedies written and performed during the classical age, only a limited number of plays by three authors still exist: Aeschylus, Sophocles, and Euripides. The plays of Aristophanes provide the only real examples of a genre of comic drama known as Old Comedy, the earliest form of Greek Comedy, and are in fact used to define the genre.[29]
|
30 |
+
|
31 |
+
Roman histories and biographies anticipated the extensive mediaeval literature of lives of saints and miraculous chronicles, but the most characteristic form of the Middle Ages was the romance, an adventurous and sometimes magical narrative with strong popular appeal. Controversial, religious, political and instructional literature proliferated during the Renaissance as a result of the invention of printing, while the mediaeval romance developed into a more character-based and psychological form of narrative, the novel, of which anearly and important example is the 16th century Chinese Journey to the West (Monkey).
|
32 |
+
|
33 |
+
Theorists suggest that literature allows readers to access intimate emotional aspects of a person's character that would not be obvious otherwise.[30][clarification needed] That literature aids the psychological development and understanding of the reader, allowing someone to access emotional states from which they had distanced themselves.[clarification needed] Some researchers focus on the significance of literature in an individual's psychological development. For example, language learning uses literature because it articulates or contains culture, which is an element considered crucial in learning a language.[31] This is demonstrated in the case of a study that revealed how the presence of cultural values and culturally familiar passages in literary texts played an important impact on the performance of minority students in English reading.[32] Psychologists have also been using literature as a tool or therapeutic vehicle for people, to help them understand challenges and issues - for example in the integration of subliminal messages in literary texts or in the rewriting of traditional narratives to help readers address their problems or mold them into contemporary social messages.[33][34]
|
34 |
+
|
35 |
+
Hogan also explains that the time and emotion which a person devotes to understanding a character's situation makes literature "ecological[ly] valid in the study of emotion".[35][clarification needed] Thus literature can unite a large community by provoking universal emotions, as well as allowing readers to access cultural aspects that they have not been exposed to, and that produce new emotional experiences.[36] Theorists[which?] argue that authors choose literary devices according to what psychological emotion they are attempting to describe.[37]
|
36 |
+
|
37 |
+
Some psychologists regard literature as a valid research tool, because it allows them to discover new psychological ideas.[38] Psychological theories about literature, such as Maslow's Hierarchy of Needs[39] have become universally recognized[by whom?].
|
38 |
+
|
39 |
+
Psychologist Maslow's "Third Force Psychology Theory" helps literary analysts to critically understand how characters reflect the culture and the history to which they belong. It also allows them to understand an author's intention and psychology.[40] The theory suggests that human beings possess within them their true "self" and that the fulfillment of this is the reason for living. It also suggests that neurological development hinders actualizing this and that a person becomes estranged from his or her true self.[41] Maslow argues that literature explores this struggle for self-fulfillment.[37] Paris in his "Third Force Psychology and the Study of Literature" argues that "D.H. Lawrence's 'pristine unconscious' is a metaphor for the real self".[42] Literature, it is here suggested[by whom?], is therefore a tool that allows readers to develop and apply critical reasoning to the nature of emotions.
|
40 |
+
|
41 |
+
Symbols[43]
|
42 |
+
and imagery[44]
|
43 |
+
can contribute to shaping psychological and esthetic responses to texts.
|
44 |
+
|
45 |
+
Poetry is a form of literary art which uses the aesthetic qualities of language (including music and rhythm) to evoke meanings beyond a prose paraphrase.[45] Poetry has traditionally been distinguished from prose by its being set in verse; prose is cast in sentences, poetry in lines; the syntax of prose is dictated by meaning, whereas that of poetry is held across meter or the visual aspects of the poem.[46][47] This distinction is complicated by various hybrid forms such as the prose poem[48] and prosimetrum,[49] and more generally by the fact that prose possesses rhythm.[50] Abram Lipsky refers to it as an "open secret" that "prose is not distinguished from poetry by lack of rhythm".[51]
|
46 |
+
|
47 |
+
Prior to the 19th century, poetry was commonly understood to be something set in metrical lines; accordingly, in 1658 a definition of poetry is "any kind of subject consisting of Rhythm or Verses".[45] Possibly as a result of Aristotle's influence (his Poetics), "poetry" before the 19th century was usually less a technical designation for verse than a normative category of fictive or rhetorical art.[52] As a form it may pre-date literacy, with the earliest works being composed within and sustained by an oral tradition;[53][54] hence it constitutes the earliest example of literature.
|
48 |
+
|
49 |
+
Prose is a form of language that possesses ordinary syntax and natural speech, rather than a regular metre; in which regard, along with its presentation in sentences rather than lines, it differs from most poetry.[46][47][55] However, developments in modern literature, including free verse and prose poetry have tended to blur any differences, and American poet T.S. Eliot suggested that while: "the distinction between verse and prose is clear, the distinction between poetry and prose is obscure".[56]
|
50 |
+
|
51 |
+
On the historical development of prose, Richard Graff notes that "[In the case of ancient Greece] recent scholarship has emphasized the fact that formal prose was a comparatively late development, an "invention" properly associated with the classical period".[57]
|
52 |
+
|
53 |
+
The majors forms of literature in prose are novels, novellas and short stories, which earned the name "fiction" to distinguish them from non-fiction writings also expressed in prose.
|
54 |
+
|
55 |
+
A novel is a long fictional prose narrative. In English, the term emerged from the Romance languages in the late 15th century, with the meaning of "news"; it came to indicate something new, without a distinction between fact or fiction.[58] The romance is a closely related long prose narrative. Walter Scott defined it as "a fictitious narrative in prose or verse; the interest of which turns upon marvellous and uncommon incidents", whereas in the novel "the events are accommodated to the ordinary train of human events and the modern state of society".[59] Other European languages do not distinguish between romance and novel: "a novel is le roman, der Roman, il romanzo",[60] indicates the proximity of the forms.[61]
|
56 |
+
|
57 |
+
Although there are many historical prototypes, so-called "novels before the novel",[62] the modern novel form emerges late in cultural history—roughly during the eighteenth century.[63] Initially subject to much criticism, the novel has acquired a dominant position amongst literary forms, both popularly and critically.[61][64][65]
|
58 |
+
|
59 |
+
In purely quantitative terms, the novella exists between the novel and short story; the publisher Melville House classifies it as "too short to be a novel, too long to be a short story".[66] There is no precise definition in terms of word or page count.[67] Literary prizes and publishing houses often have their own arbitrary limits,[68] which vary according to their particular intentions. Summarizing the variable definitions of the novella, William Giraldi concludes "[it is a form] whose identity seems destined to be disputed into perpetuity".[69] It has been suggested that the size restriction of the form produces various stylistic results, both some that are shared with the novel or short story,[67][70][71] and others unique to the form.[72]
|
60 |
+
|
61 |
+
A dilemma in defining the "short story" as a literary form is how to, or whether one should, distinguish it from any short narrative; hence it also has a contested origin,[73] variably suggested as the earliest short narratives (e.g. the Bible), early short story writers (e.g. Edgar Allan Poe), or the clearly modern short story writers (e.g. Anton Chekhov).[74] Apart from its distinct size, various theorists have suggested that the short story has a characteristic subject matter or structure;[75][76] these discussions often position the form in some relation to the novel.[77]
|
62 |
+
|
63 |
+
Drama is literature intended for performance.[78] The form is combined with music and dance in opera and musical theatre. A play is a subset of this form, referring to the written dramatic work of a playwright that is intended for performance in a theater; it comprises chiefly dialogue between characters, and usually aims at dramatic or theatrical performance rather than at reading. A closet drama, by contrast, refers to a play written to be read rather than to be performed; hence, it is intended that the meaning of such a work can be realized fully on the page.[79] Nearly all drama took verse form until comparatively recently.
|
64 |
+
|
65 |
+
Greek drama is the earliest form of drama of which we have substantial knowledge. Tragedy, as a dramatic genre, developed as a performance associated with religious and civic festivals, typically enacting or developing upon well-known historical or mythological themes. Tragedies generally presented very serious themes. With the advent of newer technologies, scripts written for non-stage media have been added to this form. War of the Worlds (radio) in 1938 saw the advent of literature written for radio broadcast, and many works of Drama have been adapted for film or television. Conversely, television, film, and radio literature have been adapted to printed or electronic media.
|
66 |
+
|
67 |
+
Literary technique and literary device are used by authors to produce specific effects.
|
68 |
+
|
69 |
+
Literary techniques encompass a wide range of approaches: examples for fiction are, whether a work is narrated in first-person, or from another perspective; whether a traditional linear narrative or a nonlinear narrative is used; the literary genre that is chosen.
|
70 |
+
|
71 |
+
Literary devices involves specific elements within the work that make it effective. Examples include metaphor, simile, ellipsis, narrative motifs, and allegory. Even simple word play functions as a literary device. In fiction stream-of-consciousness narrative is a literary device.
|
72 |
+
|
73 |
+
Literary works have been protected by copyright law from unauthorized reproduction since at least 1710.[80] Literary works are defined by copyright law to mean any work, other than a dramatic or musical work, which is written, spoken or sung, and accordingly includes (a) a table or compilation (other than a database), (b) a computer program, (c) preparatory design material for a computer program, and (d) a database.
|
74 |
+
|
75 |
+
Literary works are not limited to works of literature, but include all works expressed in print or writing (other than dramatic or musical works).[81]
|
76 |
+
|
77 |
+
There are numerous awards recognizing achievement and contribution in literature. Given the diversity of the field, awards are typically limited in scope, usually on: form, genre, language, nationality and output (e.g. for first-time writers or debut novels).[82]
|
78 |
+
|
79 |
+
The Nobel Prize in Literature was one of the six Nobel Prizes established by the will of Alfred Nobel in 1895,[83] and is awarded to an author on the basis of their body of work, rather than to, or for, a particular work itself.[a] Other literary prizes for which all nationalities are eligible include: the Neustadt International Prize for Literature, the Man Booker International Prize, Pulitzer Prize, Hugo Award, Guardian First Book Award and the Franz Kafka Prize.
|
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+
|
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+
Lists
|
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Related topics
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Citations
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|
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+
Cite error: A list-defined reference with group name "" is not used in the content (see the help page).
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|
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Bibliography
|
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|
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Major forms
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History
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1 |
+
|
2 |
+
|
3 |
+
Literature, can refer to a body of written or oral work, but it commonly refers specifically to writings considered to be an art form, especially prose fiction, drama, and poetry, in contrast to academic writing and newspapers.[1] In recent centuries, the definition has expanded to now include oral literature, much of which has been transcribed.[2]
|
4 |
+
|
5 |
+
Literature, as an art form, can also include works in various non-fiction genres, such as autobiography, diaries, memoir, letters, the essay, as well as history and philosophy.[3]
|
6 |
+
|
7 |
+
Its Latin root literatura/litteratura (from littera: letter of the alphabet or handwriting) was used to refer to all written accounts. Developments in print technology have allowed an ever-growing distribution and proliferation of written works, which now includes electronic literature.
|
8 |
+
|
9 |
+
Literature is classified according to whether it is poetry, prose or drama, and such works are categorized according to historical periods, or their adherence to certain aesthetic features, or genre.
|
10 |
+
|
11 |
+
Definitions of literature have varied over time: it is a "culturally relative definition".[4] In Western Europe prior to the 18th century, literature denoted all books and writing.[4] A more restricted sense of the term emerged during the Romantic period, in which it began to demarcate "imaginative" writing.[5] Contemporary debates over what constitutes literature can be seen as returning to older, more inclusive notions; cultural studies, for instance, takes as its subject of analysis both popular and minority genres, in addition to canonical works.
|
12 |
+
|
13 |
+
The value judgment definition of literature considers it to cover exclusively those writings that possess high quality or distinction, forming part of the so-called belles-lettres ('fine writing') tradition.[6] This sort of definition is that used in the Encyclopædia Britannica Eleventh Edition (1910–11) when it classifies literature as "the best expression of the best thought reduced to writing."[7] Problematic in this view is that there is no objective definition of what constitutes "literature": anything can be literature, and anything which is universally regarded as literature has the potential to be excluded, since value judgments can change over time.[8]
|
14 |
+
|
15 |
+
The formalist definition is that "literature" foregrounds poetic effects; it is the "literariness" or "poetic" of literature that distinguishes it from ordinary speech or other kinds of writing (e.g., journalism).[9][10] Jim Meyer considers this a useful characteristic in explaining the use of the term to mean published material in a particular field (e.g., "scientific literature"), as such writing must use language according to particular standards.[11] The problem with the formalist definition is that in order to say that literature deviates from ordinary uses of language, those uses must first be identified; this is difficult because "ordinary language" is an unstable category, differing according to social categories and across history.[12]
|
16 |
+
|
17 |
+
Etymologically, the term derives from Latin literatura/litteratura "learning, a writing, grammar," originally "writing formed with letters," from litera/littera "letter".[13] In spite of this, the term has also been applied to spoken or sung texts.[11][14]
|
18 |
+
|
19 |
+
Literary genre is a mode of categorizing literature. A French term for "a literary type or class".[15]
|
20 |
+
|
21 |
+
Ancient Egyptian literature,[16] along with Sumerian literature, are considered the world's oldest literatures.[17] The primary genres of the literature of ancient Egypt—didactic texts, hymns and prayers, and tales—were written almost entirely in verse;[18] By the Old Kingdom (26th century BC to 22nd century BC), literary works included funerary texts, epistles and letters, hymns and poems, and commemorative autobiographical texts recounting the careers of prominent administrative officials. It was not until the early Middle Kingdom (21st century BC to 17th century BC) that a narrative Egyptian literature was created.
|
22 |
+
|
23 |
+
Many works of earlier periods, even in narrative form, had a covert moral or didactic purpose, such as the Sanskrit Panchatantra or the Metamorphoses of Ovid. Drama and satire also developed as urban culture provided a larger public audience, and later readership, for literary production. Lyric poetry (as opposed to epic poetry) was often the speciality of courts and aristocratic circles, particularly in East Asia where songs were collected by the Chinese aristocracy as poems, the most notable being the Shijing or Book of Songs. Over a long period, the poetry of popular pre-literate balladry and song interpenetrated and eventually influenced poetry in the literary medium.
|
24 |
+
|
25 |
+
In ancient China, early literature was primarily focused on philosophy, historiography, military science, agriculture, and poetry. China, the origin of modern paper making and woodblock printing, produced the world's first print cultures.[19] Much of Chinese literature originates with the Hundred Schools of Thought period that occurred during the Eastern Zhou Dynasty (769‒269 BCE). The most important of these include the Classics of Confucianism, of Daoism, of Mohism, of Legalism, as well as works of military science (e.g. Sun Tzu's The Art of War) and Chinese history (e.g. Sima Qian's Records of the Grand Historian). Ancient Chinese literature had a heavy emphasis on historiography, with often very detailed court records. An exemplary piece of narrative history of ancient China was the Zuo Zhuan, which was compiled no later than 389 BCE, and attributed to the blind 5th-century BCE historian Zuo Qiuming.
|
26 |
+
|
27 |
+
In ancient India, literature originated from stories that were originally orally transmitted. Early genres included drama, fables, sutras and epic poetry. Sanskrit literature begins with the Vedas, dating back to 1500–1000 BCE, and continues with the Sanskrit Epics of Iron Age India. The Vedas are among the oldest sacred texts. The Samhitas (vedic collections) date to roughly 1500–1000 BCE, and the "circum-Vedic" texts, as well as the redaction of the Samhitas, date to c. 1000‒500 BCE, resulting in a Vedic period, spanning the mid-2nd to mid 1st millennium BCE, or the Late Bronze Age and the Iron Age.[20] The period between approximately the 6th to 1st centuries BCE saw the composition and redaction of the two most influential Indian epics, the Mahabharata and the Ramayana, with subsequent redaction progressing down to the 4th century AD. Other major literary works are Ramcharitmanas & Krishnacharitmanas.
|
28 |
+
|
29 |
+
Homer's, epic poems the Iliad and the Odyssey, are central works of ancient Greek literature. It is generally accepted that the poems were composed at some point around the late eighth or early seventh century BC.[21] Modern scholars consider these accounts legendary.[22][23][24] Most researchers believe that the poems were originally transmitted orally.[25] From antiquity until the present day, the influence of Homeric epic on Western civilization has been great, inspiring many of its most famous works of literature, music, art and film.[26] The Homeric epics were the greatest influence on ancient Greek culture and education; to Plato, Homer was simply the one who "has taught Greece" – ten Hellada pepaideuken.[27][28] Hesiod'sWorks and Days and Theogony, are some of the earliest, and most influential, of ancient Greek literature. Classical Greek genres included philosophy, poetry, historiography, comedies and dramas. Plato and Aristotle authored philosophical texts that are the foundation of Western philosophy, Sappho and Pindar were influential lyric poets, and Herodotus and Thucydides were early Greek historians. Although drama was popular in ancient Greece, of the hundreds of tragedies written and performed during the classical age, only a limited number of plays by three authors still exist: Aeschylus, Sophocles, and Euripides. The plays of Aristophanes provide the only real examples of a genre of comic drama known as Old Comedy, the earliest form of Greek Comedy, and are in fact used to define the genre.[29]
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Roman histories and biographies anticipated the extensive mediaeval literature of lives of saints and miraculous chronicles, but the most characteristic form of the Middle Ages was the romance, an adventurous and sometimes magical narrative with strong popular appeal. Controversial, religious, political and instructional literature proliferated during the Renaissance as a result of the invention of printing, while the mediaeval romance developed into a more character-based and psychological form of narrative, the novel, of which anearly and important example is the 16th century Chinese Journey to the West (Monkey).
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Theorists suggest that literature allows readers to access intimate emotional aspects of a person's character that would not be obvious otherwise.[30][clarification needed] That literature aids the psychological development and understanding of the reader, allowing someone to access emotional states from which they had distanced themselves.[clarification needed] Some researchers focus on the significance of literature in an individual's psychological development. For example, language learning uses literature because it articulates or contains culture, which is an element considered crucial in learning a language.[31] This is demonstrated in the case of a study that revealed how the presence of cultural values and culturally familiar passages in literary texts played an important impact on the performance of minority students in English reading.[32] Psychologists have also been using literature as a tool or therapeutic vehicle for people, to help them understand challenges and issues - for example in the integration of subliminal messages in literary texts or in the rewriting of traditional narratives to help readers address their problems or mold them into contemporary social messages.[33][34]
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Hogan also explains that the time and emotion which a person devotes to understanding a character's situation makes literature "ecological[ly] valid in the study of emotion".[35][clarification needed] Thus literature can unite a large community by provoking universal emotions, as well as allowing readers to access cultural aspects that they have not been exposed to, and that produce new emotional experiences.[36] Theorists[which?] argue that authors choose literary devices according to what psychological emotion they are attempting to describe.[37]
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Some psychologists regard literature as a valid research tool, because it allows them to discover new psychological ideas.[38] Psychological theories about literature, such as Maslow's Hierarchy of Needs[39] have become universally recognized[by whom?].
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Psychologist Maslow's "Third Force Psychology Theory" helps literary analysts to critically understand how characters reflect the culture and the history to which they belong. It also allows them to understand an author's intention and psychology.[40] The theory suggests that human beings possess within them their true "self" and that the fulfillment of this is the reason for living. It also suggests that neurological development hinders actualizing this and that a person becomes estranged from his or her true self.[41] Maslow argues that literature explores this struggle for self-fulfillment.[37] Paris in his "Third Force Psychology and the Study of Literature" argues that "D.H. Lawrence's 'pristine unconscious' is a metaphor for the real self".[42] Literature, it is here suggested[by whom?], is therefore a tool that allows readers to develop and apply critical reasoning to the nature of emotions.
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Symbols[43]
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and imagery[44]
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can contribute to shaping psychological and esthetic responses to texts.
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Poetry is a form of literary art which uses the aesthetic qualities of language (including music and rhythm) to evoke meanings beyond a prose paraphrase.[45] Poetry has traditionally been distinguished from prose by its being set in verse; prose is cast in sentences, poetry in lines; the syntax of prose is dictated by meaning, whereas that of poetry is held across meter or the visual aspects of the poem.[46][47] This distinction is complicated by various hybrid forms such as the prose poem[48] and prosimetrum,[49] and more generally by the fact that prose possesses rhythm.[50] Abram Lipsky refers to it as an "open secret" that "prose is not distinguished from poetry by lack of rhythm".[51]
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Prior to the 19th century, poetry was commonly understood to be something set in metrical lines; accordingly, in 1658 a definition of poetry is "any kind of subject consisting of Rhythm or Verses".[45] Possibly as a result of Aristotle's influence (his Poetics), "poetry" before the 19th century was usually less a technical designation for verse than a normative category of fictive or rhetorical art.[52] As a form it may pre-date literacy, with the earliest works being composed within and sustained by an oral tradition;[53][54] hence it constitutes the earliest example of literature.
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Prose is a form of language that possesses ordinary syntax and natural speech, rather than a regular metre; in which regard, along with its presentation in sentences rather than lines, it differs from most poetry.[46][47][55] However, developments in modern literature, including free verse and prose poetry have tended to blur any differences, and American poet T.S. Eliot suggested that while: "the distinction between verse and prose is clear, the distinction between poetry and prose is obscure".[56]
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On the historical development of prose, Richard Graff notes that "[In the case of ancient Greece] recent scholarship has emphasized the fact that formal prose was a comparatively late development, an "invention" properly associated with the classical period".[57]
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The majors forms of literature in prose are novels, novellas and short stories, which earned the name "fiction" to distinguish them from non-fiction writings also expressed in prose.
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A novel is a long fictional prose narrative. In English, the term emerged from the Romance languages in the late 15th century, with the meaning of "news"; it came to indicate something new, without a distinction between fact or fiction.[58] The romance is a closely related long prose narrative. Walter Scott defined it as "a fictitious narrative in prose or verse; the interest of which turns upon marvellous and uncommon incidents", whereas in the novel "the events are accommodated to the ordinary train of human events and the modern state of society".[59] Other European languages do not distinguish between romance and novel: "a novel is le roman, der Roman, il romanzo",[60] indicates the proximity of the forms.[61]
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Although there are many historical prototypes, so-called "novels before the novel",[62] the modern novel form emerges late in cultural history—roughly during the eighteenth century.[63] Initially subject to much criticism, the novel has acquired a dominant position amongst literary forms, both popularly and critically.[61][64][65]
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In purely quantitative terms, the novella exists between the novel and short story; the publisher Melville House classifies it as "too short to be a novel, too long to be a short story".[66] There is no precise definition in terms of word or page count.[67] Literary prizes and publishing houses often have their own arbitrary limits,[68] which vary according to their particular intentions. Summarizing the variable definitions of the novella, William Giraldi concludes "[it is a form] whose identity seems destined to be disputed into perpetuity".[69] It has been suggested that the size restriction of the form produces various stylistic results, both some that are shared with the novel or short story,[67][70][71] and others unique to the form.[72]
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A dilemma in defining the "short story" as a literary form is how to, or whether one should, distinguish it from any short narrative; hence it also has a contested origin,[73] variably suggested as the earliest short narratives (e.g. the Bible), early short story writers (e.g. Edgar Allan Poe), or the clearly modern short story writers (e.g. Anton Chekhov).[74] Apart from its distinct size, various theorists have suggested that the short story has a characteristic subject matter or structure;[75][76] these discussions often position the form in some relation to the novel.[77]
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Drama is literature intended for performance.[78] The form is combined with music and dance in opera and musical theatre. A play is a subset of this form, referring to the written dramatic work of a playwright that is intended for performance in a theater; it comprises chiefly dialogue between characters, and usually aims at dramatic or theatrical performance rather than at reading. A closet drama, by contrast, refers to a play written to be read rather than to be performed; hence, it is intended that the meaning of such a work can be realized fully on the page.[79] Nearly all drama took verse form until comparatively recently.
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Greek drama is the earliest form of drama of which we have substantial knowledge. Tragedy, as a dramatic genre, developed as a performance associated with religious and civic festivals, typically enacting or developing upon well-known historical or mythological themes. Tragedies generally presented very serious themes. With the advent of newer technologies, scripts written for non-stage media have been added to this form. War of the Worlds (radio) in 1938 saw the advent of literature written for radio broadcast, and many works of Drama have been adapted for film or television. Conversely, television, film, and radio literature have been adapted to printed or electronic media.
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Literary technique and literary device are used by authors to produce specific effects.
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Literary techniques encompass a wide range of approaches: examples for fiction are, whether a work is narrated in first-person, or from another perspective; whether a traditional linear narrative or a nonlinear narrative is used; the literary genre that is chosen.
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Literary devices involves specific elements within the work that make it effective. Examples include metaphor, simile, ellipsis, narrative motifs, and allegory. Even simple word play functions as a literary device. In fiction stream-of-consciousness narrative is a literary device.
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Literary works have been protected by copyright law from unauthorized reproduction since at least 1710.[80] Literary works are defined by copyright law to mean any work, other than a dramatic or musical work, which is written, spoken or sung, and accordingly includes (a) a table or compilation (other than a database), (b) a computer program, (c) preparatory design material for a computer program, and (d) a database.
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Literary works are not limited to works of literature, but include all works expressed in print or writing (other than dramatic or musical works).[81]
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There are numerous awards recognizing achievement and contribution in literature. Given the diversity of the field, awards are typically limited in scope, usually on: form, genre, language, nationality and output (e.g. for first-time writers or debut novels).[82]
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The Nobel Prize in Literature was one of the six Nobel Prizes established by the will of Alfred Nobel in 1895,[83] and is awarded to an author on the basis of their body of work, rather than to, or for, a particular work itself.[a] Other literary prizes for which all nationalities are eligible include: the Neustadt International Prize for Literature, the Man Booker International Prize, Pulitzer Prize, Hugo Award, Guardian First Book Award and the Franz Kafka Prize.
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Lists
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Related topics
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Citations
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Cite error: A list-defined reference with group name "" is not used in the content (see the help page).
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Bibliography
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Major forms
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Archaeology, or archeology,[1] is the study of human activity through the recovery and analysis of material culture. The archaeological record consists of artifacts, architecture, biofacts or ecofacts and cultural landscapes. Archaeology can be considered both a social science and a branch of the humanities.[2][3] In Europe it is often viewed as either a discipline in its own right or a sub-field of other disciplines, while in North America archaeology is a sub-field of anthropology.[4]
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Archaeologists study human prehistory and history, from the development of the first stone tools at Lomekwi in East Africa 3.3 million years ago up until recent decades.[5] Archaeology is distinct from palaeontology, which is the study of fossil remains. It is particularly important for learning about prehistoric societies, for whom there may be no written records to study. Prehistory includes over 99% of the human past, from the Paleolithic until the advent of literacy in societies across the world.[2] Archaeology has various goals, which range from understanding culture history to reconstructing past lifeways to documenting and explaining changes in human societies through time.[6] Derived from the Greek, the term archaeology literally means “the study of ancient history.”[7]
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The discipline involves surveying, excavation and eventually analysis of data collected to learn more about the past. In broad scope, archaeology relies on cross-disciplinary research.
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Archaeology developed out of antiquarianism in Europe during the 19th century, and has since become a discipline practiced across the world. Archaeology has been used by nation-states to create particular visions of the past.[8] Since its early development, various specific sub-disciplines of archaeology have developed, including maritime archaeology, feminist archaeology and archaeoastronomy, and numerous different scientific techniques have been developed to aid archaeological investigation. Nonetheless, today, archaeologists face many problems, such as dealing with pseudoarchaeology, the looting of artifacts,[9] a lack of public interest, and opposition to the excavation of human remains.
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In Ancient Mesopotamia, a foundation deposit of the Akkadian Empire ruler Naram-Sin (ruled circa 2200 BCE) was discovered and analysed by king Nabonidus, circa 550 BCE, who is thus known as the first archaeologist.[10][11][12] Not only did he lead the first excavations which were to find the foundation deposits of the temples of Šamaš the sun god, the warrior goddess Anunitu (both located in Sippar), and the sanctuary that Naram-Sin built to the moon god, located in Harran, but he also had them restored to their former glory.[10] He was also the first to date an archaeological artifact in his attempt to date Naram-Sin's temple during his search for it.[13] Even though his estimate was inaccurate by about 1,500 years, it was still a very good one considering the lack of accurate dating technology at the time.[10][13][11]
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The science of archaeology (from Greek ἀρχαιολογία, archaiologia from ἀρχαῖος, arkhaios, "ancient" and -λογία, -logia, "-logy")[14] grew out of the older multi-disciplinary study known as antiquarianism. Antiquarians studied history with particular attention to ancient artifacts and manuscripts, as well as historical sites. Antiquarianism focused on the empirical evidence that existed for the understanding of the past, encapsulated in the motto of the 18th-century antiquary, Sir Richard Colt Hoare, "We speak from facts not theory". Tentative steps towards the systematization of archaeology as a science took place during the Enlightenment era in Europe in the 17th and 18th centuries.[15]
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In Europe, philosophical interest in the remains of Greco-Roman civilization and the rediscovery of classical culture began in the late Middle Age. Flavio Biondo, an Italian Renaissance humanist historian, created a systematic guide to the ruins and topography of ancient Rome in the early 15th century, for which he has been called an early founder of archaeology. Antiquarians of the 16th century, including John Leland and William Camden, conducted surveys of the English countryside, drawing, describing and interpreting the monuments that they encountered.
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The OED first cites "archaeologist" from 1824; this soon took over as the usual term for one major branch of antiquarian activity. "Archaeology", from 1607 onwards, initially meant what we would call "ancient history" generally, with the narrower modern sense first seen in 1837.
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One of the first sites to undergo archaeological excavation was Stonehenge and other megalithic monuments in England. John Aubrey (1626–1697) was a pioneer archaeologist who recorded numerous megalithic and other field monuments in southern England. He was also ahead of his time in the analysis of his findings. He attempted to chart the chronological stylistic evolution of handwriting, medieval architecture, costume, and shield-shapes.[16]
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Excavations were also carried out by the Spanish military engineer Roque Joaquín de Alcubierre in the ancient towns of Pompeii and Herculaneum, both of which had been covered by ash during the Eruption of Mount Vesuvius in AD 79. These excavations began in 1748 in Pompeii, while in Herculaneum they began in 1738. The discovery of entire towns, complete with utensils and even human shapes, as well the unearthing of frescos, had a big impact throughout Europe.
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However, prior to the development of modern techniques, excavations tended to be haphazard; the importance of concepts such as stratification and context were overlooked.[17]
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The father of archaeological excavation was William Cunnington (1754–1810). He undertook excavations in Wiltshire from around 1798,[18] funded by Sir Richard Colt Hoare. Cunnington made meticulous recordings of Neolithic and Bronze Age barrows, and the terms he used to categorize and describe them are still used by archaeologists today.[19]
|
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One of the major achievements of 19th-century archaeology was the development of stratigraphy. The idea of overlapping strata tracing back to successive periods was borrowed from the new geological and paleontological work of scholars like William Smith, James Hutton and Charles Lyell. The application of stratigraphy to archaeology first took place with the excavations of prehistorical and Bronze Age sites. In the third and fourth decades of the 19th-century, archaeologists like Jacques Boucher de Perthes and Christian Jürgensen Thomsen began to put the artifacts they had found in chronological order.
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A major figure in the development of archaeology into a rigorous science was the army officer and ethnologist, Augustus Pitt Rivers,[20] who began excavations on his land in England in the 1880s. His approach was highly methodical by the standards of the time, and he is widely regarded as the first scientific archaeologist. He arranged his artifacts by type or "typologically, and within types by date or "chronologically". This style of arrangement, designed to highlight the evolutionary trends in human artifacts, was of enormous significance for the accurate dating of the objects. His most important methodological innovation was his insistence that all artifacts, not just beautiful or unique ones, be collected and catalogued.[21]
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William Flinders Petrie is another man who may legitimately be called the Father of Archaeology. His painstaking recording and study of artifacts, both in Egypt and later in Palestine, laid down many of the ideas behind modern archaeological recording; he remarked that "I believe the true line of research lies in the noting and comparison of the smallest details." Petrie developed the system of dating layers based on pottery and ceramic findings, which revolutionized the chronological basis of Egyptology. Petrie was the first to scientifically investigate the Great Pyramid in Egypt during the 1880s.[22] He was also responsible for mentoring and training a whole generation of Egyptologists, including Howard Carter who went on to achieve fame with the discovery of the tomb of 14th-century BC pharaoh Tutankhamun.
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The first stratigraphic excavation to reach wide popularity with public was that of Hissarlik, on the site of ancient Troy, carried out by Heinrich Schliemann, Frank Calvert and Wilhelm Dörpfeld in the 1870s. These scholars individuated nine different cities that had overlapped with one another, from prehistory to the Hellenistic period.[23] Meanwhile, the work of Sir Arthur Evans at Knossos in Crete revealed the ancient existence of an equally advanced Minoan civilization.[24]
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The next major figure in the development of archaeology was Sir Mortimer Wheeler, whose highly disciplined approach to excavation and systematic coverage in the 1920s and 1930s brought the science on swiftly. Wheeler developed the grid system of excavation, which was further improved by his student Kathleen Kenyon.
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Archaeology became a professional activity in the first half of the 20th century, and it became possible to study archaeology as a subject in universities and even schools. By the end of the 20th century nearly all professional archaeologists, at least in developed countries, were graduates. Further adaptation and innovation in archaeology continued in this period, when maritime archaeology and urban archaeology became more prevalent and rescue archaeology was developed as a result of increasing commercial development.[25]
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The purpose of archaeology is to learn more about past societies and the development of the human race. Over 99% of the development of humanity has occurred within prehistoric cultures, who did not make use of writing, thereby no written records exist for study purposes. Without such written sources, the only way to understand prehistoric societies is through archaeology. Because archaeology is the study of past human activity, it stretches back to about 2.5 million years ago when we find the first stone tools – The Oldowan Industry. Many important developments in human history occurred during prehistory, such as the evolution of humanity during the Paleolithic period, when the hominins developed from the australopithecines in Africa and eventually into modern Homo sapiens. Archaeology also sheds light on many of humanity's technological advances, for instance the ability to use fire, the development of stone tools, the discovery of metallurgy, the beginnings of religion and the creation of agriculture. Without archaeology, we would know little or nothing about the use of material culture by humanity that pre-dates writing.[26]
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However, it is not only prehistoric, pre-literate cultures that can be studied using archaeology but historic, literate cultures as well, through the sub-discipline of historical archaeology. For many literate cultures, such as Ancient Greece and Mesopotamia, their surviving records are often incomplete and biased to some extent. In many societies, literacy was restricted to the elite classes, such as the clergy or the bureaucracy of court or temple. The literacy even of aristocrats has sometimes been restricted to deeds and contracts. The interests and world-view of elites are often quite different from the lives and interests of the populace. Writings that were produced by people more representative of the general population were unlikely to find their way into libraries and be preserved there for posterity. Thus, written records tend to reflect the biases, assumptions, cultural values and possibly deceptions of a limited range of individuals, usually a small fraction of the larger population. Hence, written records cannot be trusted as a sole source. The material record may be closer to a fair representation of society, though it is subject to its own biases, such as sampling bias and differential preservation.[27]
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Often, archaeology provides the only means to learn of the existence and behaviors of people of the past. Across the millennia many thousands of cultures and societies and billions of people have come and gone of which there is little or no written record or existing records are misrepresentative or incomplete. Writing as it is known today did not exist in human civilization until the 4th millennium BC, in a relatively small number of technologically advanced civilizations. In contrast, Homo sapiens has existed for at least 200,000 years, and other species of Homo for millions of years (see Human evolution). These civilizations are, not coincidentally, the best-known; they are open to the inquiry of historians for centuries, while the study of pre-historic cultures has arisen only recently. Even within a literate civilization many events and important human practices are not officially recorded. Any knowledge of the early years of human civilization – the development of agriculture, cult practices of folk religion, the rise of the first cities – must come from archaeology.
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In addition to their scientific importance, archaeological remains sometimes have political or cultural significance to descendants of the people who produced them, monetary value to collectors, or simply strong aesthetic appeal. Many people identify archaeology with the recovery of such aesthetic, religious, political, or economic treasures rather than with the reconstruction of past societies.
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This view is often espoused in works of popular fiction, such as Raiders of the Lost Ark, The Mummy, and King Solomon's Mines. When such unrealistic subjects are treated more seriously, accusations of pseudoscience are invariably levelled at their proponents (see Pseudoarchaeology). However, these endeavours, real and fictional, are not representative of modern archaeology.
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There is no one approach to archaeological theory that has been adhered to by all archaeologists. When archaeology developed in the late 19th century, the first approach to archaeological theory to be practiced was that of cultural-history archaeology, which held the goal of explaining why cultures changed and adapted rather than just highlighting the fact that they did, therefore emphasizing historical particularism.[28] In the early 20th century, many archaeologists who studied past societies with direct continuing links to existing ones (such as those of Native Americans, Siberians, Mesoamericans etc.) followed the direct historical approach, compared the continuity between the past and contemporary ethnic and cultural groups.[28] In the 1960s, an archaeological movement largely led by American archaeologists like Lewis Binford and Kent Flannery arose that rebelled against the established cultural-history archaeology.[29][30] They proposed a "New Archaeology", which would be more "scientific" and "anthropological", with hypothesis testing and the scientific method very important parts of what became known as processual archaeology.[28]
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In the 1980s, a new postmodern movement arose led by the British archaeologists Michael Shanks,[31][32][33][34] Christopher Tilley,[35] Daniel Miller,[36][37] and Ian Hodder,[38][39][40][41][42][43] which has become known as post-processual archaeology. It questioned processualism's appeals to scientific positivism and impartiality, and emphasized the importance of a more self-critical theoretical reflexivity.[citation needed] However, this approach has been criticized by processualists as lacking scientific rigor, and the validity of both processualism and post-processualism is still under debate. Meanwhile, another theory, known as historical processualism has emerged seeking to incorporate a focus on process and post-processual archaeology's emphasis of reflexivity and history.[44]
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Archaeological theory now borrows from a wide range of influences, including neo-evolutionary thought,[45][35] phenomenology, postmodernism, agency theory, cognitive science, structural functionalism, gender-based and feminist archaeology, and systems theory.
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An archaeological investigation usually involves several distinct phases, each of which employs its own variety of methods. Before any practical work can begin, however, a clear objective as to what the archaeologists are looking to achieve must be agreed upon. This done, a site is surveyed to find out as much as possible about it and the surrounding area. Second, an excavation may take place to uncover any archaeological features buried under the ground. And, third, the information collected during the excavation is studied and evaluated in an attempt to achieve the original research objectives of the archaeologists. It is then considered good practice for the information to be published so that it is available to other archaeologists and historians, although this is sometimes neglected.[46]
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Before actually starting to dig in a location, remote sensing can be used to look where sites are located within a large area or provide more information about sites or regions. There are two types of remote sensing instruments—passive and active. Passive instruments detect natural energy that is reflected or emitted from the observed scene. Passive instruments sense only radiation emitted by the object being viewed or reflected by the object from a source other than the instrument. Active instruments emit energy and record what is reflected. Satellite imagery is an example of passive remote sensing. Here are two active remote sensing instruments:
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Lidar (Light Detection and Ranging)
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A lidar uses a laser (light amplification by stimulated emission of radiation) to transmit a light pulse and a receiver with sensitive detectors to measure the backscattered or reflected light. Distance to the object is determined by recording the time between the transmitted and backscattered pulses and using the speed of light to calculate the distance travelled. Lidars can determine atmospheric profiles of aerosols, clouds, and other constituents of the atmosphere.
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Laser altimeter
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A laser altimeter uses a lidar (see above) to measure the height of the instrument platform above the surface. By independently knowing the height of the platform with respect to the mean Earth's surface, the topography of the underlying surface can be determined.
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[47]
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The archaeological project then continues (or alternatively, begins) with a field survey. Regional survey is the attempt to systematically locate previously unknown sites in a region. Site survey is the attempt to systematically locate features of interest, such as houses and middens, within a site. Each of these two goals may be accomplished with largely the same methods.
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Survey was not widely practiced in the early days of archaeology. Cultural historians and prior researchers were usually content with discovering the locations of monumental sites from the local populace, and excavating only the plainly visible features there. Gordon Willey pioneered the technique of regional settlement pattern survey in 1949 in the Viru Valley of coastal Peru,[48][49] and survey of all levels became prominent with the rise of processual archaeology some years later.[50]
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Survey work has many benefits if performed as a preliminary exercise to, or even in place of, excavation. It requires relatively little time and expense, because it does not require processing large volumes of soil to search out artifacts. (Nevertheless, surveying a large region or site can be expensive, so archaeologists often employ sampling methods.)[51] As with other forms of non-destructive archaeology, survey avoids ethical issues (of particular concern to descendant peoples) associated with destroying a site through excavation. It is the only way to gather some forms of information, such as settlement patterns and settlement structure. Survey data are commonly assembled into maps, which may show surface features and/or artifact distribution.
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The simplest survey technique is surface survey. It involves combing an area, usually on foot but sometimes with the use of mechanized transport, to search for features or artifacts visible on the surface. Surface survey cannot detect sites or features that are completely buried under earth, or overgrown with vegetation. Surface survey may also include mini-excavation techniques such as augers, corers, and shovel test pits. If no materials are found, the area surveyed is deemed sterile.
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Aerial survey is conducted using cameras attached to airplanes, balloons, UAVs, or even Kites.[52] A bird's-eye view is useful for quick mapping of large or complex sites. Aerial photographs are used to document the status of the archaeological dig. Aerial imaging can also detect many things not visible from the surface. Plants growing above a buried man made structure, such as a stone wall, will develop more slowly, while those above other types of features (such as middens) may develop more rapidly. Photographs of ripening grain, which changes colour rapidly at maturation, have revealed buried structures with great precision. Aerial photographs taken at different times of day will help show the outlines of structures by changes in shadows. Aerial survey also employs ultraviolet, infrared, ground-penetrating radar wavelengths, LiDAR and thermography.[53]
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Geophysical survey can be the most effective way to see beneath the ground. Magnetometers detect minute deviations in the Earth's magnetic field caused by iron artifacts, kilns, some types of stone structures, and even ditches and middens. Devices that measure the electrical resistivity of the soil are also widely used. Archaeological features whose electrical resistivity contrasts with that of surrounding soils can be detected and mapped. Some archaeological features (such as those composed of stone or brick) have higher resistivity than typical soils, while others (such as organic deposits or unfired clay) tend to have lower resistivity.
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Although some archaeologists consider the use of metal detectors to be tantamount to treasure hunting, others deem them an effective tool in archaeological surveying.[54] Examples of formal archaeological use of metal detectors include musketball distribution analysis on English Civil War battlefields, metal distribution analysis prior to excavation of a 19th-century ship wreck, and service cable location during evaluation. Metal detectorists have also contributed to archaeology where they have made detailed records of their results and refrained from raising artifacts from their archaeological context. In the UK, metal detectorists have been solicited for involvement in the Portable Antiquities Scheme.
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Regional survey in underwater archaeology uses geophysical or remote sensing devices such as marine magnetometer, side-scan sonar, or sub-bottom sonar.[55]
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Archaeological excavation existed even when the field was still the domain of amateurs, and it remains the source of the majority of data recovered in most field projects. It can reveal several types of information usually not accessible to survey, such as stratigraphy, three-dimensional structure, and verifiably primary context.
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Modern excavation techniques require that the precise locations of objects and features, known as their provenance or provenience, be recorded. This always involves determining their horizontal locations, and sometimes vertical position as well (also see Primary Laws of Archaeology). Likewise, their association, or relationship with nearby objects and features, needs to be recorded for later analysis. This allows the archaeologist to deduce which artifacts and features were likely used together and which may be from different phases of activity. For example, excavation of a site reveals its stratigraphy; if a site was occupied by a succession of distinct cultures, artifacts from more recent cultures will lie above those from more ancient cultures.
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Excavation is the most expensive phase of archaeological research, in relative terms. Also, as a destructive process, it carries ethical concerns. As a result, very few sites are excavated in their entirety. Again the percentage of a site excavated depends greatly on the country and "method statement" issued. Sampling is even more important in excavation than in survey. Sometimes large mechanical equipment, such as backhoes (JCBs), is used in excavation, especially to remove the topsoil (overburden), though this method is increasingly used with great caution. Following this rather dramatic step, the exposed area is usually hand-cleaned with trowels or hoes to ensure that all features are apparent.
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The next task is to form a site plan and then use it to help decide the method of excavation. Features dug into the natural subsoil are normally excavated in portions to produce a visible archaeological section for recording. A feature, for example a pit or a ditch, consists of two parts: the cut and the fill. The cut describes the edge of the feature, where the feature meets the natural soil. It is the feature's boundary. The fill is what the feature is filled with, and will often appear quite distinct from the natural soil. The cut and fill are given consecutive numbers for recording purposes. Scaled plans and sections of individual features are all drawn on site, black and white and colour photographs of them are taken, and recording sheets are filled in describing the context of each. All this information serves as a permanent record of the now-destroyed archaeology and is used in describing and interpreting the site.
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Once artifacts and structures have been excavated, or collected from surface surveys, it is necessary to properly study them. This process is known as post-excavation analysis, and is usually the most time-consuming part of an archaeological investigation. It is not uncommon for final excavation reports for major sites to take years to be published.
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At a basic level of analysis, artifacts found are cleaned, catalogued and compared to published collections. This comparison process often involves classifying them typologically and identifying other sites with similar artifact assemblages. However, a much more comprehensive range of analytical techniques are available through archaeological science, meaning that artifacts can be dated and their compositions examined. Bones, plants, and pollen collected from a site can all be analyzed using the methods of zooarchaeology, paleoethnobotany, palynology and stable isotopes[56] while any texts can usually be deciphered.
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These techniques frequently provide information that would not otherwise be known, and therefore they contribute greatly to the understanding of a site.
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Computer graphics are now used to build virtual 3D models of sites, such as the throne room of an Assyrian palace or ancient Rome.[57] Photogrammetry is also used as an analytical tool, and digital topographical models have been combined with astronomical calculations to verify whether or not certain structures (such as pillars) were aligned with astronomical events such as the sun's position at a solstice.[57] Agent-based modeling and simulation can be used to better understand past social dynamics and outcomes. Data mining can be applied to large bodies of archaeological 'grey literature'.
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Archaeologists around the world use drones to speed up survey work and protect sites from squatters, builders and miners. In Peru, small drones helped researchers produce three-dimensional models of Peruvian sites instead of the usual flat maps – and in days and weeks instead of months and years.[58]
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Drones costing as little as £650 have proven useful. In 2013, drones have flown over at least six Peruvian archaeological sites, including the colonial Andean town Machu Llacta 4,000 metres (13,000 ft) above sea level. The drones continue to have altitude problems in the Andes, leading to plans to make a drone blimp, employing open source software.[58]
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Jeffrey Quilter, an archaeologist with Harvard University said, "You can go up three metres and photograph a room, 300 metres and photograph a site, or you can go up 3,000 metres and photograph the entire valley."[58]
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In September 2014 drones weighing about 5 kg (11 lb) were used for 3D mapping of the above-ground ruins of the Greek city of Aphrodisias. The data are being analysed by the Austrian Archaeological Institute in Vienna.[59]
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As with most academic disciplines, there are a very large number of archaeological sub-disciplines characterized by a specific method or type of material (e.g., lithic analysis, music, archaeobotany), geographical or chronological focus (e.g. Near Eastern archaeology, Islamic archaeology, Medieval archaeology), other thematic concern (e.g. maritime archaeology, landscape archaeology, battlefield archaeology), or a specific archaeological culture or civilization (e.g. Egyptology, Indology, Sinology).[60]
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Historical archaeology is the study of cultures with some form of writing.
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In England, archaeologists have uncovered layouts of 14th century medieval villages, abandoned after crises such as the Black Death.[61] In downtown New York City, archaeologists have exhumed the 18th century remains of the African Burial Ground. When remnants of the WWII Siegfried Line were being destroyed, emergency archaeological digs took place whenever any part of the line was removed, to further scientific knowledge and reveal details of the line's construction.
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Ethnoarchaeology is the ethnographic study of living people, designed to aid in our interpretation of the archaeological record.[62][63][64][65][66][67] The approach first gained prominence during the processual movement of the 1960s, and continues to be a vibrant component of post-processual and other current archaeological approaches.[45][68][69][70][71] Early ethnoarchaeological research focused on hunter-gatherer or foraging societies; today ethnoarchaeological research encompasses a much wider range of human behaviour.
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Experimental archaeology represents the application of the experimental method to develop more highly controlled observations of processes that create and impact the archaeological record.[72][73][74][75][76] In the context of the logical positivism of processualism with its goals of improving the scientific rigor of archaeological epistemologies the experimental method gained importance. Experimental techniques remain a crucial component to improving the inferential frameworks for interpreting the archaeological record.
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Archaeometry aims to systematize archaeological measurement. It emphasizes the application of analytical techniques from physics, chemistry, and engineering. It is a field of research that frequently focuses on the definition of the chemical composition of archaeological remains for source analysis.[77] Archaeometry also investigates different spatial characteristics of features, employing methods such as space syntax techniques and geodesy as well as computer-based tools such as geographic information system technology.[78] Rare earth elements patterns may also be used.[79] A relatively nascent subfield is that of archaeological materials, designed to enhance understanding of prehistoric and non-industrial culture through scientific analysis of the structure and properties of materials associated with human activity.[80]
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Archaeology can be a subsidiary activity within Cultural resources management (CRM), also called Cultural heritage management (CHM) in the United Kingdom.[81] CRM archaeologists frequently examine archaeological sites that are threatened by development. Today, CRM accounts for most of the archaeological research done in the United States and much of that in western Europe as well. In the US, CRM archaeology has been a growing concern since the passage of the National Historic Preservation Act (NHPA) of 1966, and most taxpayers, scholars, and politicians believe that CRM has helped preserve much of that nation's history and prehistory that would have otherwise been lost in the expansion of cities, dams, and highways. Along with other statutes, the NHPA mandates that projects on federal land or involving federal funds or permits consider the effects of the project on each archaeological site.
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The application of CRM in the United Kingdom is not limited to government-funded projects. Since 1990, PPG 16[82] has required planners to consider archaeology as a material consideration in determining applications for new development. As a result, numerous archaeological organizations undertake mitigation work in advance of (or during) construction work in archaeologically sensitive areas, at the developer's expense.
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In England, ultimate responsibility of care for the historic environment rests with the Department for Culture, Media and Sport[83] in association with English Heritage.[84] In Scotland, Wales and Northern Ireland, the same responsibilities lie with Historic Scotland,[85] Cadw[86] and the Northern Ireland Environment Agency[87] respectively.
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In France, the Institut national du patrimoine (The National Institute of Cultural Heritage) trains curators specialized in archaeology. Their mission is to enhance the objects discovered. The curator is the link between scientific knowledge, administrative regulations, heritage objects and the public.
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Among the goals of CRM are the identification, preservation, and maintenance of cultural sites on public and private lands, and the removal of culturally valuable materials from areas where they would otherwise be destroyed by human activity, such as proposed construction. This study involves at least a cursory examination to determine whether or not any significant archaeological sites are present in the area affected by the proposed construction. If these do exist, time and money must be allotted for their excavation. If initial survey and/or test excavations indicate the presence of an extraordinarily valuable site, the construction may be prohibited entirely.
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Cultural resources management has, however, been criticized. CRM is conducted by private companies that bid for projects by submitting proposals outlining the work to be done and an expected budget. It is not unheard-of for the agency responsible for the construction to simply choose the proposal that asks for the least funding. CRM archaeologists face considerable time pressure, often being forced to complete their work in a fraction of the time that might be allotted for a purely scholarly endeavour. Compounding the time pressure is the vetting process of site reports that are required (in the US) to be submitted by CRM firms to the appropriate State Historic Preservation Office (SHPO). From the SHPO's perspective there is to be no difference between a report submitted by a CRM firm operating under a deadline, and a multi-year academic project. The end result is that for a Cultural Resource Management archaeologist to be successful, they must be able to produce academic quality documents at a corporate world pace.
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The annual ratio of open academic archaeology positions (inclusive of post-doc, temporary, and non- tenure track appointments) to the annual number of archaeology MA/MSc and PhD students is disproportionate. Cultural Resource Management, once considered an intellectual backwater for individuals with "strong backs and weak minds,"[88] has attracted these graduates, and CRM offices are thus increasingly staffed by advance degreed individuals with a track record of producing scholarly articles but who also have extensive CRM field experience.
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The protection of archaeological finds for the public from catastrophes, wars and armed conflicts is increasingly being implemented internationally. This happens on the one hand through international agreements and on the other hand through organizations that monitor or enforce protection. United Nations, UNESCO and Blue Shield International deal with the protection of cultural heritage and thus also archaeological sites. This also applies to the integration of United Nations peacekeeping. Blue Shield International has undertaken various fact-finding missions in recent years to protect archaeological sites during the wars in Libya, Syria, Egypt and Lebanon. The importance of archaeological finds for identity, tourism and sustainable economic growth is repeatedly emphasized internationally.[89][90][91][92][93][94]
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The President of Blue Shield International, Karl von Habsburg, said during a cultural property protection mission in Lebanon in April 2019 with the United Nations Interim Force in Lebanon: “Cultural assets are part of the identity of the people who live in a certain place. If you destroy their culture, you also destroy their identity. Many people are uprooted, often have no prospects anymore and subsequently flee from their homeland."[95]
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Early archaeology was largely an attempt to uncover spectacular artifacts and features, or to explore vast and mysterious abandoned cities and was mostly done by upper class, scholarly men. This general tendency laid the foundation for the modern popular view of archaeology and archaeologists. Many of the public view archaeology as something only available to a narrow demographic. The job of archaeologist is depicted as a "romantic adventurist occupation".[96] and as a hobby more than a job in the scientific community. Cinema audiences form a notion of "who archaeologists are, why they do what they do, and how relationships to the past are constituted",[96] and is often under the impression that all archaeology takes place in a distant and foreign land, only to collect monetarily or spiritually priceless artifacts. The modern depiction of archaeology has incorrectly formed the public's perception of what archaeology is.
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Much thorough and productive research has indeed been conducted in dramatic locales such as Copán and the Valley of the Kings, but the bulk of activities and finds of modern archaeology are not so sensational. Archaeological adventure stories tend to ignore the painstaking work involved in carrying out modern surveys, excavations, and data processing. Some archaeologists refer to such off-the-mark portrayals as "pseudoarchaeology".[97]
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Archaeologists are also very much reliant on public support; the question of exactly who they are doing their work for is often discussed.[98]
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Motivated by a desire to halt looting, curb pseudoarchaeology, and to help preserve archaeological sites through education and fostering public appreciation for the importance of archaeological heritage, archaeologists are mounting public-outreach campaigns.[99] They seek to stop looting by combatting people who illegally take artifacts from protected sites, and by alerting people who live near archaeological sites of the threat of looting. Common methods of public outreach include press releases, and the encouragement of school field trips to sites under excavation by professional archaeologists.[citation needed] Public appreciation of the significance of archaeology and archaeological sites often leads to improved protection from encroaching development or other threats.
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One audience for archaeologists' work is the public. They increasingly realize that their work can benefit non-academic and non-archaeological audiences, and that they have a responsibility to educate and inform the public about archaeology. Local heritage awareness is aimed at increasing civic and individual pride through projects such as community excavation projects, and better public presentations of archaeological sites and knowledge.[citation needed] The U.S.Dept. of Agriculture, Forest Service (USFS) operates a volunteer archaeology and historic preservation program called the Passport in Time (PIT). Volunteers work with professional USFS archaeologists and historians on national forests throughout the U.S. Volunteers are involved in all aspects of professional archaeology under expert supervision.[100]
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Television programs, web videos and social media can also bring an understanding of underwater archaeology to a broad audience. The Mardi Gras Shipwreck Project[101] integrated a one-hour HD documentary,[102] short videos for public viewing and video updates during the expedition as part of the educational outreach. Webcasting is also another tool for educational outreach. For one week in 2000 and 2001, live underwater video of the Queen Anne's Revenge Shipwreck Project was webcast to the Internet as a part of the QAR DiveLive[103] educational program that reached thousands of children around the world.[104] Created and co-produced by Nautilus Productions and Marine Grafics, this project enabled students to talk to scientists and learn about methods and technologies utilized by the underwater archaeology team.[105][106]
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In the UK, popular archaeology programs such as Time Team and Meet the Ancestors have resulted in a huge upsurge in public interest.[citation needed] Where possible, archaeologists now make more provisions for public involvement and outreach in larger projects than they once did, and many local archaeological organizations operate within the Community archaeology framework to expand public involvement in smaller-scale, more local projects. Archaeological excavation, however, is best undertaken by well-trained staff that can work quickly and accurately. Often this requires observing the necessary health and safety and indemnity insurance issues involved in working on a modern building site with tight deadlines. Certain charities and local government bodies sometimes offer places on research projects either as part of academic work or as a defined community project.[citation needed] There is also a flourishing industry selling places on commercial training excavations and archaeological holiday tours.[citation needed]
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Archaeologists prize local knowledge and often liaise with local historical and archaeological societies, which is one reason why Community archaeology projects are starting to become more common. Often archaeologists are assisted by the public in the locating of archaeological sites, which professional archaeologists have neither the funding, nor the time to do.
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Archaeological Legacy Institute (ALI), is a registered 501[c] [3] non-profit, media and education corporation registered in Oregon in 1999. ALI founded a website, The Archaeology Channel to support the organization's mission "to nurturing and bringing attention to the human cultural heritage, by using media in the most efficient and effective ways possible."[107]
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Pseudoarchaeology is an umbrella term for all activities that falsely claim to be archaeological but in fact violate commonly accepted and scientific archaeological practices. It includes much fictional archaeological work (discussed above), as well as some actual activity. Many non-fiction authors have ignored the scientific methods of processual archaeology, or the specific critiques of it contained in post-processualism.
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An example of this type is the writing of Erich von Däniken. His 1968 book, Chariots of the Gods?, together with many subsequent lesser-known works, expounds a theory of ancient contacts between human civilization on Earth and more technologically advanced extraterrestrial civilizations. This theory, known as palaeocontact theory, or Ancient astronaut theory, is not exclusively Däniken's, nor did the idea originate with him. Works of this nature are usually marked by the renunciation of well-established theories on the basis of limited evidence, and the interpretation of evidence with a preconceived theory in mind.
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Looting of archaeological sites is an ancient problem. For instance, many of the tombs of the Egyptian pharaohs were looted during antiquity.[108] Archaeology stimulates interest in ancient objects, and people in search of artifacts or treasure cause damage to archaeological sites. The commercial and academic demand for artifacts unfortunately contributes directly to the illicit antiquities trade. Smuggling of antiquities abroad to private collectors has caused great cultural and economic damage in many countries whose governments lack the resources and or the will to deter it. Looters damage and destroy archaeological sites, denying future generations information about their ethnic and cultural heritage. Indigenous peoples especially lose access to and control over their 'cultural resources', ultimately denying them the opportunity to know their past.[109]
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In 1937, W. F. Hodge the Director of the Southwest Museum released a statement that the museum would no longer purchase or accept collections from looted contexts.[110] The first conviction of the transport of artifacts illegally removed from private property under the Archaeological Resources Protection Act (ARPA; Public Law 96-95; 93 Statute 721; 16 U.S.C. § 470aamm) was in 1992 in the State of Indiana.[111]
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Archaeologists trying to protect artifacts may be placed in danger by looters or locals trying to protect the artifacts from archaeologists who are viewed as looters by the locals.[112]
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Some historical archaeology sites are subjected to looting by metal detector hobbyists who search for artifacts using increasingly advanced technology. Efforts are underway among all major Archaeological organizations to increase education and legitimate cooperation between amateurs and professionals in the metal detecting community.[113]
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While most looting is deliberate, accidental looting can occur when amateurs, who are unaware of the importance of Archaeological rigor, collect artifacts from sites and place them into private collections.
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In the United States, examples such as the case of Kennewick Man have illustrated the tensions between Native Americans and archaeologists, which can be summarized as a conflict between a need to remain respectful toward sacred burial sites and the academic benefit from studying them. For years, American archaeologists dug on Indian burial grounds and other places considered sacred, removing artifacts and human remains to storage facilities for further study. In some cases human remains were not even thoroughly studied but instead archived rather than reburied. Furthermore, Western archaeologists' views of the past often differ from those of tribal peoples. The West views time as linear; for many natives, it is cyclic. From a Western perspective, the past is long-gone; from a native perspective, disturbing the past can have dire consequences in the present.
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As a consequence of this, American Indians attempted to prevent archaeological excavation of sites inhabited by their ancestors, while American archaeologists believed that the advancement of scientific knowledge was a valid reason to continue their studies. This contradictory situation was addressed by the Native American Graves Protection and Repatriation Act (NAGPRA, 1990), which sought to reach a compromise by limiting the right of research institutions to possess human remains. Due in part to the spirit of postprocessualism, some archaeologists have begun to actively enlist the assistance of indigenous peoples likely to be descended from those under study.
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Archaeologists have also been obliged to re-examine what constitutes an archaeological site in view of what native peoples believe to constitute sacred space. To many native peoples, natural features such as lakes, mountains or even individual trees have cultural significance. Australian archaeologists especially have explored this issue and attempted to survey these sites to give them some protection from being developed. Such work requires close links and trust between archaeologists and the people they are trying to help and at the same time study.
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While this cooperation presents a new set of challenges and hurdles to fieldwork, it has benefits for all parties involved. Tribal elders cooperating with archaeologists can prevent the excavation of areas of sites that they consider sacred, while the archaeologists gain the elders' aid in interpreting their finds. There have also been active efforts to recruit aboriginal peoples directly into the archaeological profession.
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A new trend in the heated controversy between First Nations groups and scientists is the repatriation of native artifacts to the original descendants. An example of this occurred on 21 June 2005, when community members and elders from a number of the 10 Algonquian nations in the Ottawa area convened on the Kitigan Zibi reservation near Maniwaki, Quebec, to inter ancestral human remains and burial goods—some dating back 6,000 years. It was not determined, however, if the remains were directly related to the Algonquin people who now inhabit the region. The remains may be of Iroquoian ancestry, since Iroquoian people inhabited the area before the Algonquin. Moreover, the oldest of these remains might have no relation at all to the Algonquin or Iroquois, and belong to an earlier culture who previously inhabited the area.
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The remains and artifacts, including jewelry, tools and weapons, were originally excavated from various sites in the Ottawa Valley, including Morrison and the Allumette Islands. They had been part of the Canadian Museum of Civilization's research collection for decades, some since the late 19th century. Elders from various Algonquin communities conferred on an appropriate reburial, eventually deciding on traditional redcedar and birchbark boxes lined with redcedar chips, muskrat and beaver pelts.
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An inconspicuous rock mound marks the reburial site where close to 80 boxes of various sizes are buried. Because of this reburial, no further scientific study is possible. Although negotiations were at times tense between the Kitigan Zibi community and museum, they were able to reach agreement.[114]
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Kennewick Man is another repatriation candidate that has been the source of heated debate.
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Genesis may refer to:
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A book is a medium for recording information in the form of writing or images, typically composed of many pages (made of papyrus, parchment, vellum, or paper) bound together and protected by a cover.[1] The technical term for this physical arrangement is codex (plural, codices). In the history of hand-held physical supports for extended written compositions or records, the codex replaces its immediate predecessor, the scroll. A single sheet in a codex is a leaf, and each side of a leaf is a page.
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As an intellectual object, a book is prototypically a composition of such great length that it takes a considerable investment of time to compose and a still considerable, though not so extensive, investment of time to read. This sense of book has a restricted and an unrestricted sense. In the restricted sense, a book is a self-sufficient section or part of a longer composition, a usage that reflects the fact that, in antiquity, long works had to be written on several scrolls, and each scroll had to be identified by the book it contained. So, for instance, each part of Aristotle's Physics is called a book. In the unrestricted sense, a book is the compositional whole of which such sections, whether called books or chapters or parts, are parts.
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The intellectual content in a physical book need not be a composition, nor even be called a book. Books can consist only of drawings, engravings, or photographs, or such things as crossword puzzles or cut-out dolls. In a physical book, the pages can be left blank or can feature an abstract set of lines as support for ongoing entries, e.g., an account book, an appointment book, an autograph book, a notebook, a diary, or a sketchbook. Some physical books are made with pages thick and sturdy enough to support other physical objects, like a scrapbook or photograph album. Books may be distributed in electronic form as e-books and other formats.
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Although in ordinary academic parlance a monograph is understood to be a specialist academic work, rather than a reference work on a single scholarly subject, in library and information science monograph denotes more broadly any non-serial publication complete in one volume (book) or a finite number of volumes (even a novel like Proust's seven-volume In Search of Lost Time), in contrast to serial publications like a magazine, journal, or newspaper. An avid reader or collector of books is a bibliophile or colloquially, "bookworm". A shop where books are bought and sold is a bookshop or bookstore. Books are also sold elsewhere. Books can also be borrowed from libraries. Google has estimated that as of 2010, approximately 130,000,000 distinct titles had been published.[2] In some wealthier nations, the sale of printed books has decreased because of the increased usage of e-books.[3]
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The word book comes from Old English bōc, which in turn comes from the Germanic root *bōk-, cognate to 'beech'.[4] Similarly, in Slavic languages (for example, Russian, Bulgarian, Macedonian) буква (bukva—'letter') is cognate with 'beech'. In Russian, Serbian and Macedonian, the word букварь (bukvar') or буквар (bukvar) refers specifically to a primary school textbook that helps young children master the techniques of reading and writing. It is thus conjectured that the earliest Indo-European writings may have been carved on beech wood.[5] Similarly, the Latin word codex, meaning a book in the modern sense (bound and with separate leaves), originally meant 'block of wood'.
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When writing systems were created in ancient civilizations, a variety of objects, such as stone, clay, tree bark, metal sheets, and bones, were used for writing; these are studied in epigraphy.
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A tablet is a physically robust writing medium, suitable for casual transport and writing. Clay tablets were flattened and mostly dry pieces of clay that could be easily carried, and impressed with a stylus. They were used as a writing medium, especially for writing in cuneiform, throughout the Bronze Age and well into the Iron Age. Wax tablets were pieces of wood covered in a coating of wax thick enough to record the impressions of a stylus. They were the normal writing material in schools, in accounting, and for taking notes. They had the advantage of being reusable: the wax could be melted, and reformed into a blank.
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The custom of binding several wax tablets together (Roman pugillares) is a possible precursor of modern bound (codex) books.[7] The etymology of the word codex (block of wood) also suggests that it may have developed from wooden wax tablets.[8]
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Scrolls can be made from papyrus, a thick paper-like material made by weaving the stems of the papyrus plant, then pounding the woven sheet with a hammer-like tool until it is flattened. Papyrus was used for writing in Ancient Egypt, perhaps as early as the First Dynasty, although the first evidence is from the account books of King Neferirkare Kakai of the Fifth Dynasty (about 2400 BC).[9] Papyrus sheets were glued together to form a scroll. Tree bark such as lime and other materials were also used.[10]
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According to Herodotus (History 5:58), the Phoenicians brought writing and papyrus to Greece around the 10th or 9th century BC. The Greek word for papyrus as writing material (biblion) and book (biblos) come from the Phoenician port town Byblos, through which papyrus was exported to Greece.[11] From Greek we also derive the word tome (Greek: τόμος), which originally meant a slice or piece and from there began to denote "a roll of papyrus". Tomus was used by the Latins with exactly the same meaning as volumen (see also below the explanation by Isidore of Seville).
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Whether made from papyrus, parchment, or paper, scrolls were the dominant form of book in the Hellenistic, Roman, Chinese, Hebrew, and Macedonian cultures. The more modern codex book format form took over the Roman world by late antiquity, but the scroll format persisted much longer in Asia.
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Isidore of Seville (d. 636) explained the then-current relation between codex, book and scroll in his Etymologiae (VI.13): "A codex is composed of many books; a book is of one scroll. It is called codex by way of metaphor from the trunks (codex) of trees or vines, as if it were a wooden stock, because it contains in itself a multitude of books, as it were of branches." Modern usage differs.
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A codex (in modern usage) is the first information repository that modern people would recognize as a "book": leaves of uniform size bound in some manner along one edge, and typically held between two covers made of some more robust material. The first written mention of the codex as a form of book is from Martial, in his Apophoreta CLXXXIV at the end of the first century, where he praises its compactness. However, the codex never gained much popularity in the pagan Hellenistic world, and only within the Christian community did it gain widespread use.[12] This change happened gradually during the 3rd and 4th centuries, and the reasons for adopting the codex form of the book are several: the format is more economical, as both sides of the writing material can be used; and it is portable, searchable, and easy to conceal. A book is much easier to read, to find a page that you want, and to flip through. A scroll is more awkward to use. The Christian authors may also have wanted to distinguish their writings from the pagan and Judaic texts written on scrolls. In addition, some metal books were made, that required smaller pages of metal, instead of an impossibly long, unbending scroll of metal. A book can also be easily stored in more compact places, or side by side in a tight library or shelf space.
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The fall of the Roman Empire in the 5th century AD saw the decline of the culture of ancient Rome. Papyrus became difficult to obtain due to lack of contact with Egypt, and parchment, which had been used for centuries, became the main writing material. Parchment is a material made from processed animal skin and used—mainly in the past—for writing on.
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Parchment is most commonly made of calfskin, sheepskin, or goatskin. It was historically used for writing documents, notes, or the pages of a book. Parchment is limed, scraped and dried under tension. It is not tanned, and is thus different from leather. This makes it more suitable for writing on, but leaves it very reactive to changes in relative humidity and makes it revert to rawhide if overly wet.
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Monasteries carried on the Latin writing tradition in the Western Roman Empire. Cassiodorus, in the monastery of Vivarium (established around 540), stressed the importance of copying texts.[13] St. Benedict of Nursia, in his Rule of Saint Benedict (completed around the middle of the 6th century) later also promoted reading.[14] The Rule of Saint Benedict (Ch. XLVIII), which set aside certain times for reading, greatly influenced the monastic culture of the Middle Ages and is one of the reasons why the clergy were the predominant readers of books. The tradition and style of the Roman Empire still dominated, but slowly the peculiar medieval book culture emerged.
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Before the invention and adoption of the printing press, almost all books were copied by hand, which made books expensive and comparatively rare. Smaller monasteries usually had only a few dozen books, medium-sized perhaps a few hundred. By the 9th century, larger collections held around 500 volumes and even at the end of the Middle Ages, the papal library in Avignon and Paris library of the Sorbonne held only around 2,000 volumes.[15]
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The scriptorium of the monastery was usually located over the chapter house. Artificial light was forbidden for fear it may damage the manuscripts. There were five types of scribes:
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The bookmaking process was long and laborious. The parchment had to be prepared, then the unbound pages were planned and ruled with a blunt tool or lead, after which the text was written by the scribe, who usually left blank areas for illustration and rubrication. Finally, the book was bound by the bookbinder.[16]
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Different types of ink were known in antiquity, usually prepared from soot and gum, and later also from gall nuts and iron vitriol. This gave writing a brownish black color, but black or brown were not the only colors used. There are texts written in red or even gold, and different colors were used for illumination. For very luxurious manuscripts the whole parchment was colored purple, and the text was written on it with gold or silver (for example, Codex Argenteus).[17]
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Irish monks introduced spacing between words in the 7th century. This facilitated reading, as these monks tended to be less familiar with Latin. However, the use of spaces between words did not become commonplace before the 12th century. It has been argued that the use of spacing between words shows the transition from semi-vocalized reading into silent reading.[18]
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The first books used parchment or vellum (calfskin) for the pages. The book covers were made of wood and covered with leather. Because dried parchment tends to assume the form it had before processing, the books were fitted with clasps or straps. During the later Middle Ages, when public libraries appeared, up to the 18th century, books were often chained to a bookshelf or a desk to prevent theft. These chained books are called libri catenati.
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At first, books were copied mostly in monasteries, one at a time. With the rise of universities in the 13th century, the Manuscript culture of the time led to an increase in the demand for books, and a new system for copying books appeared. The books were divided into unbound leaves (pecia), which were lent out to different copyists, so the speed of book production was considerably increased. The system was maintained by secular stationers guilds, which produced both religious and non-religious material.[19]
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Judaism has kept the art of the scribe alive up to the present. According to Jewish tradition, the Torah scroll placed in a synagogue must be written by hand on parchment and a printed book would not do, though the congregation may use printed prayer books and printed copies of the Scriptures are used for study outside the synagogue. A sofer "scribe" is a highly respected member of any observant Jewish community.
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People of various religious (Jews, Christians, Zoroastrians, Muslims) and ethnic backgrounds (Syriac, Coptic, Persian, Arab etc.) in the Middle East also produced and bound books in the Islamic Golden Age (mid 8th century to 1258), developing advanced techniques in Islamic calligraphy, miniatures and bookbinding. A number of cities in the medieval Islamic world had book production centers and book markets. Yaqubi (d. 897) says that in his time Baghdad had over a hundred booksellers.[20] Book shops were often situated around the town's principal mosque[21] as in Marrakesh, Morocco, that has a street named Kutubiyyin or book sellers in English and the famous Koutoubia Mosque is named so because of its location in this street.
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The medieval Muslim world also used a method of reproducing reliable copies of a book in large quantities known as check reading, in contrast to the traditional method of a single scribe producing only a single copy of a single manuscript. In the check reading method, only "authors could authorize copies, and this was done in public sessions in which the copyist read the copy aloud in the presence of the author, who then certified it as accurate."[22] With this check-reading system, "an author might produce a dozen or more copies from a single reading," and with two or more readings, "more than one hundred copies of a single book could easily be produced."[23] By using as writing material the relatively cheap paper instead of parchment or papyrus the Muslims, in the words of Pedersen "accomplished a feat of crucial significance not only to the history of the Islamic book, but also to the whole world of books".[24]
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In woodblock printing, a relief image of an entire page was carved into blocks of wood, inked, and used to print copies of that page. This method originated in China, in the Han dynasty (before 220 AD), as a method of printing on textiles and later paper, and was widely used throughout East Asia. The oldest dated book printed by this method is The Diamond Sutra (868 AD). The method (called woodcut when used in art) arrived in Europe in the early 14th century. Books (known as block-books), as well as playing-cards and religious pictures, began to be produced by this method. Creating an entire book was a painstaking process, requiring a hand-carved block for each page; and the wood blocks tended to crack, if stored for long. The monks or people who wrote them were paid highly.
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The Chinese inventor Bi Sheng made movable type of earthenware c. 1045, but there are no known surviving examples of his printing. Around 1450, in what is commonly regarded as an independent invention, Johannes Gutenberg invented movable type in Europe, along with innovations in casting the type based on a matrix and hand mould. This invention gradually made books less expensive to produce, and more widely available.
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Early printed books, single sheets and images which were created before 1501 in Europe are known as incunables or incunabula. "A man born in 1453, the year of the fall of Constantinople, could look back from his fiftieth year on a lifetime in which about eight million books had been printed, more perhaps than all the scribes of Europe had produced since Constantine founded his city in AD 330."[25]
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Steam-powered printing presses became popular in the early 19th century. These machines could print 1,100 sheets per hour, but workers could only set 2,000 letters per hour.[citation needed] Monotype and linotype typesetting machines were introduced in the late 19th century. They could set more than 6,000 letters per hour and an entire line of type at once. There have been numerous improvements in the printing press. As well, the conditions for freedom of the press have been improved through the gradual relaxation of restrictive censorship laws. See also intellectual property, public domain, copyright. In mid-20th century, European book production had risen to over 200,000 titles per year.
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Throughout the 20th century, libraries have faced an ever-increasing rate of publishing, sometimes called an information explosion. The advent of electronic publishing and the internet means that much new information is not printed in paper books, but is made available online through a digital library, on CD-ROM, in the form of e-books or other online media. An on-line book is an e-book that is available online through the internet. Though many books are produced digitally, most digital versions are not available to the public, and there is no decline in the rate of paper publishing.[26] There is an effort, however, to convert books that are in the public domain into a digital medium for unlimited redistribution and infinite availability. This effort is spearheaded by Project Gutenberg combined with Distributed Proofreaders. There have also been new developments in the process of publishing books. Technologies such as POD or "print on demand", which make it possible to print as few as one book at a time, have made self-publishing (and vanity publishing) much easier and more affordable. On-demand publishing has allowed publishers, by avoiding the high costs of warehousing, to keep low-selling books in print rather than declaring them out of print.
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Goddess Saraswati image dated 132 AD excavated from Kankali tila depicts her holding a manuscript in her left hand represented as a bound and tied palm leaf or birch bark manuscript. In India a bounded manuscript made of birch bark or palm leaf existed side by side since antiquity. [27] The text in palm leaf manuscripts was inscribed with a knife pen on rectangular cut and cured palm leaf sheets; colourings were then applied to the surface and wiped off, leaving the ink in the incised grooves. Each sheet typically had a hole through which a string could pass, and with these the sheets were tied together with a string to bind like a book.
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The codices of pre-Columbian Mesoamerica (Mexico and Central America) had the same form as the European codex, but were instead made with long folded strips of either fig bark (amatl) or plant fibers, often with a layer of whitewash applied before writing. New World codices were written as late as the 16th century (see Maya codices and Aztec codices). Those written before the Spanish conquests seem all to have been single long sheets folded concertina-style, sometimes written on both sides of the local amatl paper.
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The methods used for the printing and binding of books continued fundamentally unchanged from the 15th century into the early 20th century. While there was more mechanization, a book printer in 1900 had much in common with Gutenberg. Gutenberg's invention was the use of movable metal types, assembled into words, lines, and pages and then printed by letterpress to create multiple copies. Modern paper books are printed on papers designed specifically for printed books. Traditionally, book papers are off-white or low-white papers (easier to read), are opaque to minimise the show-through of text from one side of the page to the other and are (usually) made to tighter caliper or thickness specifications, particularly for case-bound books. Different paper qualities are used depending on the type of book: Machine finished coated papers, woodfree uncoated papers, coated fine papers and special fine papers are common paper grades.
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Today, the majority of books are printed by offset lithography.[28] When a book is printed, the pages are laid out on the plate so that after the printed sheet is folded the pages will be in the correct sequence. Books tend to be manufactured nowadays in a few standard sizes. The sizes of books are usually specified as "trim size": the size of the page after the sheet has been folded and trimmed. The standard sizes result from sheet sizes (therefore machine sizes) which became popular 200 or 300 years ago, and have come to dominate the industry. British conventions in this regard prevail throughout the English-speaking world, except for the USA. The European book manufacturing industry works to a completely different set of standards.
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Modern bound books are organized according to a particular format called the book's layout. Although there is great variation in layout, modern books tend to adhere to as set of rules with regard to what the parts of the layout are and what their content usually includes. A basic layout will include a front cover, a back cover and the book's content which is called its body copy or content pages. The front cover often bears the book's title (and subtitle, if any) and the name of its author or editor(s). The inside front cover page is usually left blank in both hardcover and paperback books. The next section, if present, is the book's front matter, which includes all textual material after the front cover but not part of the book's content such as a foreword, a dedication, a table of contents and publisher data such as the book's edition or printing number and place of publication. Between the body copy and the back cover goes the end matter which would include any indices, sets of tables, diagrams, glossaries or lists of cited works (though an edited book with several authors usually places cited works at the end of each authored chapter). The inside back cover page, like that inside the front cover, is usually blank. The back cover is the usual place for the book's ISBN and maybe a photograph of the author(s)/ editor(s), perhaps with a short introduction to them. Also here often appear plot summaries, barcodes and excerpted reviews of the book.[29]
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Some books, particularly those with shorter runs (i.e. fewer copies) will be printed on sheet-fed offset presses, but most books are now printed on web presses, which are fed by a continuous roll of paper, and can consequently print more copies in a shorter time. As the production line circulates, a complete "book" is collected together in one stack, next to another, and another web press carries out the folding itself, delivering bundles of signatures (sections) ready to go into the gathering line. Note that the pages of a book are printed two at a time, not as one complete book. Excess numbers are printed to make up for any spoilage due to make-readies or test pages to assure final print quality.
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A make-ready is the preparatory work carried out by the pressmen to get the printing press up to the required quality of impression. Included in make-ready is the time taken to mount the plate onto the machine, clean up any mess from the previous job, and get the press up to speed. As soon as the pressman decides that the printing is correct, all the make-ready sheets will be discarded, and the press will start making books. Similar make readies take place in the folding and binding areas, each involving spoilage of paper.
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After the signatures are folded and gathered, they move into the bindery. In the middle of last century there were still many trade binders – stand-alone binding companies which did no printing, specializing in binding alone. At that time, because of the dominance of letterpress printing, typesetting and printing took place in one location, and binding in a different factory. When type was all metal, a typical book's worth of type would be bulky, fragile and heavy. The less it was moved in this condition the better: so printing would be carried out in the same location as the typesetting. Printed sheets on the other hand could easily be moved. Now, because of increasing computerization of preparing a book for the printer, the typesetting part of the job has flowed upstream, where it is done either by separately contracting companies working for the publisher, by the publishers themselves, or even by the authors. Mergers in the book manufacturing industry mean that it is now unusual to find a bindery which is not also involved in book printing (and vice versa).
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If the book is a hardback its path through the bindery will involve more points of activity than if it is a paperback. Unsewn binding, is now increasingly common. The signatures of a book can also be held together by "Smyth sewing" using needles, "McCain sewing", using drilled holes often used in schoolbook binding, or "notch binding", where gashes about an inch long are made at intervals through the fold in the spine of each signature. The rest of the binding process is similar in all instances. Sewn and notch bound books can be bound as either hardbacks or paperbacks.
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"Making cases" happens off-line and prior to the book's arrival at the binding line. In the most basic case-making, two pieces of cardboard are placed onto a glued piece of cloth with a space between them into which is glued a thinner board cut to the width of the spine of the book. The overlapping edges of the cloth (about 5/8" all round) are folded over the boards, and pressed down to adhere. After case-making the stack of cases will go to the foil stamping area for adding decorations and type.
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Recent developments in book manufacturing include the development of digital printing. Book pages are printed, in much the same way as an office copier works, using toner rather than ink. Each book is printed in one pass, not as separate signatures. Digital printing has permitted the manufacture of much smaller quantities than offset, in part because of the absence of make readies and of spoilage. One might think of a web press as printing quantities over 2000, quantities from 250 to 2000 being printed on sheet-fed presses, and digital presses doing quantities below 250. These numbers are of course only approximate and will vary from supplier to supplier, and from book to book depending on its characteristics. Digital printing has opened up the possibility of print-on-demand, where no books are printed until after an order is received from a customer.
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In the 2000s, due to the rise in availability of affordable handheld computing devices, the opportunity to share texts through electronic means became an appealing option for media publishers.[30] Thus, the "e-book" was made. The term e-book is a contraction of "electronic book"; it refers to a book-length publication in digital form.[31] An e-book is usually made available through the internet, but also on CD-ROM and other forms. E-Books may be read either via a computing device with an LED display such as a traditional computer, a smartphone or a tablet computer; or by means of a portable e-ink display device known as an e-book reader, such as the Sony Reader, Barnes & Noble Nook, Kobo eReader, or the Amazon Kindle. E-book readers attempt to mimic the experience of reading a print book by using this technology, since the displays on e-book readers are much less reflective.
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Book design is the art of incorporating the content, style, format, design, and sequence of the various components of a book into a coherent whole. In the words of Jan Tschichold, book design "though largely forgotten today, methods and rules upon which it is impossible to improve have been developed over centuries. To produce perfect books these rules have to be brought back to life and applied." Richard Hendel describes book design as "an arcane subject" and refers to the need for a context to understand what that means. Many different creators can contribute to book design, including graphic designers, artists and editors.
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The size of a modern book is based on the printing area of a common flatbed press. The pages of type were arranged and clamped in a frame, so that when printed on a sheet of paper the full size of the press, the pages would be right side up and in order when the sheet was folded, and the folded edges trimmed.
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The most common book sizes are:
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Sizes smaller than 16mo are:
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Small books can be called booklets.
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Sizes larger than quarto are:
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The largest extant medieval manuscript in the world is Codex Gigas 92 × 50 × 22 cm. The world's largest book is made of stone and is in Kuthodaw Pagoda (Burma).
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101 |
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|
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A common separation by content are fiction and non-fiction books. This simple separation can be found in most collections, libraries, and bookstores.
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Many of the books published today are fiction, meaning that they are in-part or completely untrue. Historically, paper production was considered too expensive to be used for entertainment. An increase in global literacy and print technology led to the increased publication of books for the purpose of entertainment, and allegorical social commentary. Most fiction is additionally categorized by genre.
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The novel is the most common form of fiction book. Novels are stories that typically feature a plot, setting, themes and characters. Stories and narrative are not restricted to any topic; a novel can be whimsical, serious or controversial. The novel has had a tremendous impact on entertainment and publishing markets.[32] A novella is a term sometimes used for fiction prose typically between 17,500 and 40,000 words, and a novelette between 7,500 and 17,500. A short story may be any length up to 10,000 words, but these word lengths vary.
|
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Comic books or graphic novels are books in which the story is illustrated. The characters and narrators use speech or thought bubbles to express verbal language.
|
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In a library, a reference book is a general type of non-fiction book which provides information as opposed to telling a story, essay, commentary, or otherwise supporting a point of view. An almanac is a very general reference book, usually one-volume, with lists of data and information on many topics. An encyclopedia is a book or set of books designed to have more in-depth articles on many topics. A book listing words, their etymology, meanings, and other information is called a dictionary. A book which is a collection of maps is an atlas. A more specific reference book with tables or lists of data and information about a certain topic, often intended for professional use, is often called a handbook. Books which try to list references and abstracts in a certain broad area may be called an index, such as Engineering Index, or abstracts such as chemical abstracts and biological abstracts.
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Books with technical information on how to do something or how to use some equipment are called instruction manuals. Other popular how-to books include cookbooks and home improvement books.
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Students typically store and carry textbooks and schoolbooks for study purposes. Elementary school pupils often use workbooks, which are published with spaces or blanks to be filled by them for study or homework. In US higher education, it is common for a student to take an exam using a blue book.
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There is a large set of books that are made only to write private ideas, notes, and accounts. These books are rarely published and are typically destroyed or remain private. Notebooks are blank papers to be written in by the user. Students and writers commonly use them for taking notes. Scientists and other researchers use lab notebooks to record their notes. They often feature spiral coil bindings at the edge so that pages may easily be torn out.
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Address books, phone books, and calendar/appointment books are commonly used on a daily basis for recording appointments, meetings and personal contact information.
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Books for recording periodic entries by the user, such as daily information about a journey, are called logbooks or simply logs. A similar book for writing the owner's daily private personal events, information, and ideas is called a diary or personal journal.
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Businesses use accounting books such as journals and ledgers to record financial data in a practice called bookkeeping.
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There are several other types of books which are not commonly found under this system. Albums are books for holding a group of items belonging to a particular theme, such as a set of photographs, card collections, and memorabilia. One common example is stamp albums, which are used by many hobbyists to protect and organize their collections of postage stamps. Such albums are often made using removable plastic pages held inside in a ringed binder or other similar holder. Picture books are books for children with pictures on every page and less text (or even no text).
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Hymnals are books with collections of musical hymns that can typically be found in churches. Prayerbooks or missals are books that contain written prayers and are commonly carried by monks, nuns, and other devoted followers or clergy. Lap books are a learning tool created by students.
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A leveled book collection is a set of books organized in levels of difficulty from the easy books appropriate for an emergent reader to longer more complex books adequate for advanced readers. Decodable readers or books are a specialized type of leveled books that use decodable text only including controlled lists of words, sentences and stories consistent with the letters and phonics that have been taught to the emergent reader. New sounds and letters are added to higher level decodable books, as the level of instruction progresses, allowing for higher levels of accuracy, comprehension and fluency.
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Hardcover books have a stiff binding. Paperback books have cheaper, flexible covers which tend to be less durable. An alternative to paperback is the glossy cover, otherwise known as a dust cover, found on magazines, and comic books. Spiral-bound books are bound by spirals made of metal or plastic. Examples of spiral-bound books include teachers' manuals and puzzle books (crosswords, sudoku).
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Publishing is a process for producing pre-printed books, magazines, and newspapers for the reader/user to buy.
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Publishers may produce low-cost, pre-publication copies known as galleys or 'bound proofs' for promotional purposes, such as generating reviews in advance of publication. Galleys are usually made as cheaply as possible, since they are not intended for sale.
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Private or personal libraries made up of non-fiction and fiction books, (as opposed to the state or institutional records kept in archives) first appeared in classical Greece. In the ancient world, the maintaining of a library was usually (but not exclusively) the privilege of a wealthy individual. These libraries could have been either private or public, i.e. for people who were interested in using them. The difference from a modern public library lies in the fact that they were usually not funded from public sources. It is estimated that in the city of Rome at the end of the 3rd century there were around 30 public libraries. Public libraries also existed in other cities of the ancient Mediterranean region (for example, Library of Alexandria).[33] Later, in the Middle Ages, monasteries and universities had also libraries that could be accessible to general public. Typically not the whole collection was available to public, the books could not be borrowed and often were chained to reading stands to prevent theft.
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The beginning of modern public library begins around 15th century when individuals started to donate books to towns.[34] The growth of a public library system in the United States started in the late 19th century and was much helped by donations from Andrew Carnegie. This reflected classes in a society: The poor or the middle class had to access most books through a public library or by other means while the rich could afford to have a private library built in their homes. In the United States the Boston Public Library 1852 Report of the Trustees established the justification for the public library as a tax-supported institution intended to extend educational opportunity and provide for general culture.[35]
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The advent of paperback books in the 20th century led to an explosion of popular publishing. Paperback books made owning books affordable for many people. Paperback books often included works from genres that had previously been published mostly in pulp magazines. As a result of the low cost of such books and the spread of bookstores filled with them (in addition to the creation of a smaller market of extremely cheap used paperbacks) owning a private library ceased to be a status symbol for the rich.
|
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In library and booksellers' catalogues, it is common to include an abbreviation such as "Crown 8vo" to indicate the paper size from which the book is made.
|
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|
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When rows of books are lined on a book holder, bookends are sometimes needed to keep them from slanting.
|
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During the 20th century, librarians were concerned about keeping track of the many books being added yearly to the Gutenberg Galaxy. Through a global society called the International Federation of Library Associations and Institutions (IFLA), they devised a series of tools including the International Standard Bibliographic Description (ISBD). Each book is specified by an International Standard Book Number, or ISBN, which is unique to every edition of every book produced by participating publishers, worldwide. It is managed by the ISBN Society. An ISBN has four parts: the first part is the country code, the second the publisher code, and the third the title code. The last part is a check digit, and can take values from 0–9 and X (10). The EAN Barcodes numbers for books are derived from the ISBN by prefixing 978, for Bookland, and calculating a new check digit.
|
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|
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Commercial publishers in industrialized countries generally assign ISBNs to their books, so buyers may presume that the ISBN is part of a total international system, with no exceptions. However, many government publishers, in industrial as well as developing countries, do not participate fully in the ISBN system, and publish books which do not have ISBNs. A large or public collection requires a catalogue. Codes called "call numbers" relate the books to the catalogue, and determine their locations on the shelves. Call numbers are based on a Library classification system. The call number is placed on the spine of the book, normally a short distance before the bottom, and inside. Institutional or national standards, such as ANSI/NISO Z39.41 - 1997, establish the correct way to place information (such as the title, or the name of the author) on book spines, and on "shelvable" book-like objects, such as containers for DVDs, video tapes and software.
|
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One of the earliest and most widely known systems of cataloguing books is the Dewey Decimal System. Another widely known system is the Library of Congress Classification system. Both systems are biased towards subjects which were well represented in US libraries when they were developed, and hence have problems handling new subjects, such as computing, or subjects relating to other cultures.[citation needed] Information about books and authors can be stored in databases like online general-interest book databases. Metadata, which means "data about data" is information about a book. Metadata about a book may include its title, ISBN or other classification number (see above), the names of contributors (author, editor, illustrator) and publisher, its date and size, the language of the text, its subject matter, etc.
|
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|
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Aside from the primary purpose of reading them, books are also used for other ends:
|
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|
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Once the book is published, it is put on the market by the distributors and the bookstores. Meanwhile, his promotion comes from various media reports. Book marketing is governed by the law in many states.
|
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In recent years, the book had a second life in the form of reading aloud. This is called public readings of published works, with the assistance of professional readers (often known actors) and in close collaboration with writers, publishers, booksellers, librarians, leaders of the literary world and artists.
|
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|
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Many individual or collective practices exist to increase the number of readers of a book. Among them:
|
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This form of the book chain has hardly changed since the eighteenth century, and has not always been this way. Thus, the author has asserted gradually with time, and the copyright dates only from the nineteenth century. For many centuries, especially before the invention of printing, each freely copied out books that passed through his hands, adding if necessary his own comments. Similarly, bookseller and publisher jobs have emerged with the invention of printing, which made the book an industrial product, requiring structures of production and marketing.
|
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|
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The invention of the Internet, e-readers, tablets, and projects like Wikipedia and Gutenberg, are likely to strongly change the book industry in the years to come.
|
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Paper was first made in China as early as 200 BC, and reached Europe through Muslim territories. At first made of rags, the industrial revolution changed paper-making practices, allowing for paper to be made out of wood pulp. Papermaking in Europe began in the 11th century, although vellum was also common there as page material up until the beginning of the 16th century, vellum being the more expensive and durable option. Printers or publishers would often issue the same publication on both materials, to cater to more than one market.
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Paper made from wood pulp became popular in the early 20th century, because it was cheaper than linen or abaca cloth-based papers. Pulp-based paper made books less expensive to the general public. This paved the way for huge leaps in the rate of literacy in industrialised nations, and enabled the spread of information during the Second Industrial Revolution.
|
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Pulp paper, however, contains acid which eventually destroys the paper from within. Earlier techniques for making paper used limestone rollers, which neutralized the acid in the pulp. Books printed between 1850 and 1950 are primarily at risk; more recent books are often printed on acid-free or alkaline paper. Libraries today have to consider mass deacidification of their older collections in order to prevent decay.
|
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Stability of the climate is critical to the long-term preservation of paper and book material.[36] Good air circulation is important to keep fluctuation in climate stable. The HVAC system should be up to date and functioning efficiently. Light is detrimental to collections. Therefore, care should be given to the collections by implementing light control. General housekeeping issues can be addressed, including pest control. In addition to these helpful solutions, a library must also make an effort to be prepared if a disaster occurs, one that they cannot control. Time and effort should be given to create a concise and effective disaster plan to counteract any damage incurred through "acts of God", therefore an emergency management plan should be in place.
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1 |
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A book is a medium for recording information in the form of writing or images, typically composed of many pages (made of papyrus, parchment, vellum, or paper) bound together and protected by a cover.[1] The technical term for this physical arrangement is codex (plural, codices). In the history of hand-held physical supports for extended written compositions or records, the codex replaces its immediate predecessor, the scroll. A single sheet in a codex is a leaf, and each side of a leaf is a page.
|
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|
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As an intellectual object, a book is prototypically a composition of such great length that it takes a considerable investment of time to compose and a still considerable, though not so extensive, investment of time to read. This sense of book has a restricted and an unrestricted sense. In the restricted sense, a book is a self-sufficient section or part of a longer composition, a usage that reflects the fact that, in antiquity, long works had to be written on several scrolls, and each scroll had to be identified by the book it contained. So, for instance, each part of Aristotle's Physics is called a book. In the unrestricted sense, a book is the compositional whole of which such sections, whether called books or chapters or parts, are parts.
|
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|
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The intellectual content in a physical book need not be a composition, nor even be called a book. Books can consist only of drawings, engravings, or photographs, or such things as crossword puzzles or cut-out dolls. In a physical book, the pages can be left blank or can feature an abstract set of lines as support for ongoing entries, e.g., an account book, an appointment book, an autograph book, a notebook, a diary, or a sketchbook. Some physical books are made with pages thick and sturdy enough to support other physical objects, like a scrapbook or photograph album. Books may be distributed in electronic form as e-books and other formats.
|
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|
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Although in ordinary academic parlance a monograph is understood to be a specialist academic work, rather than a reference work on a single scholarly subject, in library and information science monograph denotes more broadly any non-serial publication complete in one volume (book) or a finite number of volumes (even a novel like Proust's seven-volume In Search of Lost Time), in contrast to serial publications like a magazine, journal, or newspaper. An avid reader or collector of books is a bibliophile or colloquially, "bookworm". A shop where books are bought and sold is a bookshop or bookstore. Books are also sold elsewhere. Books can also be borrowed from libraries. Google has estimated that as of 2010, approximately 130,000,000 distinct titles had been published.[2] In some wealthier nations, the sale of printed books has decreased because of the increased usage of e-books.[3]
|
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|
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The word book comes from Old English bōc, which in turn comes from the Germanic root *bōk-, cognate to 'beech'.[4] Similarly, in Slavic languages (for example, Russian, Bulgarian, Macedonian) буква (bukva—'letter') is cognate with 'beech'. In Russian, Serbian and Macedonian, the word букварь (bukvar') or буквар (bukvar) refers specifically to a primary school textbook that helps young children master the techniques of reading and writing. It is thus conjectured that the earliest Indo-European writings may have been carved on beech wood.[5] Similarly, the Latin word codex, meaning a book in the modern sense (bound and with separate leaves), originally meant 'block of wood'.
|
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|
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When writing systems were created in ancient civilizations, a variety of objects, such as stone, clay, tree bark, metal sheets, and bones, were used for writing; these are studied in epigraphy.
|
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|
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A tablet is a physically robust writing medium, suitable for casual transport and writing. Clay tablets were flattened and mostly dry pieces of clay that could be easily carried, and impressed with a stylus. They were used as a writing medium, especially for writing in cuneiform, throughout the Bronze Age and well into the Iron Age. Wax tablets were pieces of wood covered in a coating of wax thick enough to record the impressions of a stylus. They were the normal writing material in schools, in accounting, and for taking notes. They had the advantage of being reusable: the wax could be melted, and reformed into a blank.
|
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|
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The custom of binding several wax tablets together (Roman pugillares) is a possible precursor of modern bound (codex) books.[7] The etymology of the word codex (block of wood) also suggests that it may have developed from wooden wax tablets.[8]
|
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|
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+
Scrolls can be made from papyrus, a thick paper-like material made by weaving the stems of the papyrus plant, then pounding the woven sheet with a hammer-like tool until it is flattened. Papyrus was used for writing in Ancient Egypt, perhaps as early as the First Dynasty, although the first evidence is from the account books of King Neferirkare Kakai of the Fifth Dynasty (about 2400 BC).[9] Papyrus sheets were glued together to form a scroll. Tree bark such as lime and other materials were also used.[10]
|
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|
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According to Herodotus (History 5:58), the Phoenicians brought writing and papyrus to Greece around the 10th or 9th century BC. The Greek word for papyrus as writing material (biblion) and book (biblos) come from the Phoenician port town Byblos, through which papyrus was exported to Greece.[11] From Greek we also derive the word tome (Greek: τόμος), which originally meant a slice or piece and from there began to denote "a roll of papyrus". Tomus was used by the Latins with exactly the same meaning as volumen (see also below the explanation by Isidore of Seville).
|
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|
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+
Whether made from papyrus, parchment, or paper, scrolls were the dominant form of book in the Hellenistic, Roman, Chinese, Hebrew, and Macedonian cultures. The more modern codex book format form took over the Roman world by late antiquity, but the scroll format persisted much longer in Asia.
|
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|
25 |
+
Isidore of Seville (d. 636) explained the then-current relation between codex, book and scroll in his Etymologiae (VI.13): "A codex is composed of many books; a book is of one scroll. It is called codex by way of metaphor from the trunks (codex) of trees or vines, as if it were a wooden stock, because it contains in itself a multitude of books, as it were of branches." Modern usage differs.
|
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|
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A codex (in modern usage) is the first information repository that modern people would recognize as a "book": leaves of uniform size bound in some manner along one edge, and typically held between two covers made of some more robust material. The first written mention of the codex as a form of book is from Martial, in his Apophoreta CLXXXIV at the end of the first century, where he praises its compactness. However, the codex never gained much popularity in the pagan Hellenistic world, and only within the Christian community did it gain widespread use.[12] This change happened gradually during the 3rd and 4th centuries, and the reasons for adopting the codex form of the book are several: the format is more economical, as both sides of the writing material can be used; and it is portable, searchable, and easy to conceal. A book is much easier to read, to find a page that you want, and to flip through. A scroll is more awkward to use. The Christian authors may also have wanted to distinguish their writings from the pagan and Judaic texts written on scrolls. In addition, some metal books were made, that required smaller pages of metal, instead of an impossibly long, unbending scroll of metal. A book can also be easily stored in more compact places, or side by side in a tight library or shelf space.
|
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|
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The fall of the Roman Empire in the 5th century AD saw the decline of the culture of ancient Rome. Papyrus became difficult to obtain due to lack of contact with Egypt, and parchment, which had been used for centuries, became the main writing material. Parchment is a material made from processed animal skin and used—mainly in the past—for writing on.
|
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+
Parchment is most commonly made of calfskin, sheepskin, or goatskin. It was historically used for writing documents, notes, or the pages of a book. Parchment is limed, scraped and dried under tension. It is not tanned, and is thus different from leather. This makes it more suitable for writing on, but leaves it very reactive to changes in relative humidity and makes it revert to rawhide if overly wet.
|
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|
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Monasteries carried on the Latin writing tradition in the Western Roman Empire. Cassiodorus, in the monastery of Vivarium (established around 540), stressed the importance of copying texts.[13] St. Benedict of Nursia, in his Rule of Saint Benedict (completed around the middle of the 6th century) later also promoted reading.[14] The Rule of Saint Benedict (Ch. XLVIII), which set aside certain times for reading, greatly influenced the monastic culture of the Middle Ages and is one of the reasons why the clergy were the predominant readers of books. The tradition and style of the Roman Empire still dominated, but slowly the peculiar medieval book culture emerged.
|
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|
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Before the invention and adoption of the printing press, almost all books were copied by hand, which made books expensive and comparatively rare. Smaller monasteries usually had only a few dozen books, medium-sized perhaps a few hundred. By the 9th century, larger collections held around 500 volumes and even at the end of the Middle Ages, the papal library in Avignon and Paris library of the Sorbonne held only around 2,000 volumes.[15]
|
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|
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The scriptorium of the monastery was usually located over the chapter house. Artificial light was forbidden for fear it may damage the manuscripts. There were five types of scribes:
|
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|
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+
The bookmaking process was long and laborious. The parchment had to be prepared, then the unbound pages were planned and ruled with a blunt tool or lead, after which the text was written by the scribe, who usually left blank areas for illustration and rubrication. Finally, the book was bound by the bookbinder.[16]
|
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+
|
40 |
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Different types of ink were known in antiquity, usually prepared from soot and gum, and later also from gall nuts and iron vitriol. This gave writing a brownish black color, but black or brown were not the only colors used. There are texts written in red or even gold, and different colors were used for illumination. For very luxurious manuscripts the whole parchment was colored purple, and the text was written on it with gold or silver (for example, Codex Argenteus).[17]
|
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+
|
42 |
+
Irish monks introduced spacing between words in the 7th century. This facilitated reading, as these monks tended to be less familiar with Latin. However, the use of spaces between words did not become commonplace before the 12th century. It has been argued that the use of spacing between words shows the transition from semi-vocalized reading into silent reading.[18]
|
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|
44 |
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The first books used parchment or vellum (calfskin) for the pages. The book covers were made of wood and covered with leather. Because dried parchment tends to assume the form it had before processing, the books were fitted with clasps or straps. During the later Middle Ages, when public libraries appeared, up to the 18th century, books were often chained to a bookshelf or a desk to prevent theft. These chained books are called libri catenati.
|
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|
46 |
+
At first, books were copied mostly in monasteries, one at a time. With the rise of universities in the 13th century, the Manuscript culture of the time led to an increase in the demand for books, and a new system for copying books appeared. The books were divided into unbound leaves (pecia), which were lent out to different copyists, so the speed of book production was considerably increased. The system was maintained by secular stationers guilds, which produced both religious and non-religious material.[19]
|
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|
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Judaism has kept the art of the scribe alive up to the present. According to Jewish tradition, the Torah scroll placed in a synagogue must be written by hand on parchment and a printed book would not do, though the congregation may use printed prayer books and printed copies of the Scriptures are used for study outside the synagogue. A sofer "scribe" is a highly respected member of any observant Jewish community.
|
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|
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+
People of various religious (Jews, Christians, Zoroastrians, Muslims) and ethnic backgrounds (Syriac, Coptic, Persian, Arab etc.) in the Middle East also produced and bound books in the Islamic Golden Age (mid 8th century to 1258), developing advanced techniques in Islamic calligraphy, miniatures and bookbinding. A number of cities in the medieval Islamic world had book production centers and book markets. Yaqubi (d. 897) says that in his time Baghdad had over a hundred booksellers.[20] Book shops were often situated around the town's principal mosque[21] as in Marrakesh, Morocco, that has a street named Kutubiyyin or book sellers in English and the famous Koutoubia Mosque is named so because of its location in this street.
|
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The medieval Muslim world also used a method of reproducing reliable copies of a book in large quantities known as check reading, in contrast to the traditional method of a single scribe producing only a single copy of a single manuscript. In the check reading method, only "authors could authorize copies, and this was done in public sessions in which the copyist read the copy aloud in the presence of the author, who then certified it as accurate."[22] With this check-reading system, "an author might produce a dozen or more copies from a single reading," and with two or more readings, "more than one hundred copies of a single book could easily be produced."[23] By using as writing material the relatively cheap paper instead of parchment or papyrus the Muslims, in the words of Pedersen "accomplished a feat of crucial significance not only to the history of the Islamic book, but also to the whole world of books".[24]
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In woodblock printing, a relief image of an entire page was carved into blocks of wood, inked, and used to print copies of that page. This method originated in China, in the Han dynasty (before 220 AD), as a method of printing on textiles and later paper, and was widely used throughout East Asia. The oldest dated book printed by this method is The Diamond Sutra (868 AD). The method (called woodcut when used in art) arrived in Europe in the early 14th century. Books (known as block-books), as well as playing-cards and religious pictures, began to be produced by this method. Creating an entire book was a painstaking process, requiring a hand-carved block for each page; and the wood blocks tended to crack, if stored for long. The monks or people who wrote them were paid highly.
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The Chinese inventor Bi Sheng made movable type of earthenware c. 1045, but there are no known surviving examples of his printing. Around 1450, in what is commonly regarded as an independent invention, Johannes Gutenberg invented movable type in Europe, along with innovations in casting the type based on a matrix and hand mould. This invention gradually made books less expensive to produce, and more widely available.
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Early printed books, single sheets and images which were created before 1501 in Europe are known as incunables or incunabula. "A man born in 1453, the year of the fall of Constantinople, could look back from his fiftieth year on a lifetime in which about eight million books had been printed, more perhaps than all the scribes of Europe had produced since Constantine founded his city in AD 330."[25]
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|
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Steam-powered printing presses became popular in the early 19th century. These machines could print 1,100 sheets per hour, but workers could only set 2,000 letters per hour.[citation needed] Monotype and linotype typesetting machines were introduced in the late 19th century. They could set more than 6,000 letters per hour and an entire line of type at once. There have been numerous improvements in the printing press. As well, the conditions for freedom of the press have been improved through the gradual relaxation of restrictive censorship laws. See also intellectual property, public domain, copyright. In mid-20th century, European book production had risen to over 200,000 titles per year.
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Throughout the 20th century, libraries have faced an ever-increasing rate of publishing, sometimes called an information explosion. The advent of electronic publishing and the internet means that much new information is not printed in paper books, but is made available online through a digital library, on CD-ROM, in the form of e-books or other online media. An on-line book is an e-book that is available online through the internet. Though many books are produced digitally, most digital versions are not available to the public, and there is no decline in the rate of paper publishing.[26] There is an effort, however, to convert books that are in the public domain into a digital medium for unlimited redistribution and infinite availability. This effort is spearheaded by Project Gutenberg combined with Distributed Proofreaders. There have also been new developments in the process of publishing books. Technologies such as POD or "print on demand", which make it possible to print as few as one book at a time, have made self-publishing (and vanity publishing) much easier and more affordable. On-demand publishing has allowed publishers, by avoiding the high costs of warehousing, to keep low-selling books in print rather than declaring them out of print.
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Goddess Saraswati image dated 132 AD excavated from Kankali tila depicts her holding a manuscript in her left hand represented as a bound and tied palm leaf or birch bark manuscript. In India a bounded manuscript made of birch bark or palm leaf existed side by side since antiquity. [27] The text in palm leaf manuscripts was inscribed with a knife pen on rectangular cut and cured palm leaf sheets; colourings were then applied to the surface and wiped off, leaving the ink in the incised grooves. Each sheet typically had a hole through which a string could pass, and with these the sheets were tied together with a string to bind like a book.
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The codices of pre-Columbian Mesoamerica (Mexico and Central America) had the same form as the European codex, but were instead made with long folded strips of either fig bark (amatl) or plant fibers, often with a layer of whitewash applied before writing. New World codices were written as late as the 16th century (see Maya codices and Aztec codices). Those written before the Spanish conquests seem all to have been single long sheets folded concertina-style, sometimes written on both sides of the local amatl paper.
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The methods used for the printing and binding of books continued fundamentally unchanged from the 15th century into the early 20th century. While there was more mechanization, a book printer in 1900 had much in common with Gutenberg. Gutenberg's invention was the use of movable metal types, assembled into words, lines, and pages and then printed by letterpress to create multiple copies. Modern paper books are printed on papers designed specifically for printed books. Traditionally, book papers are off-white or low-white papers (easier to read), are opaque to minimise the show-through of text from one side of the page to the other and are (usually) made to tighter caliper or thickness specifications, particularly for case-bound books. Different paper qualities are used depending on the type of book: Machine finished coated papers, woodfree uncoated papers, coated fine papers and special fine papers are common paper grades.
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Today, the majority of books are printed by offset lithography.[28] When a book is printed, the pages are laid out on the plate so that after the printed sheet is folded the pages will be in the correct sequence. Books tend to be manufactured nowadays in a few standard sizes. The sizes of books are usually specified as "trim size": the size of the page after the sheet has been folded and trimmed. The standard sizes result from sheet sizes (therefore machine sizes) which became popular 200 or 300 years ago, and have come to dominate the industry. British conventions in this regard prevail throughout the English-speaking world, except for the USA. The European book manufacturing industry works to a completely different set of standards.
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Modern bound books are organized according to a particular format called the book's layout. Although there is great variation in layout, modern books tend to adhere to as set of rules with regard to what the parts of the layout are and what their content usually includes. A basic layout will include a front cover, a back cover and the book's content which is called its body copy or content pages. The front cover often bears the book's title (and subtitle, if any) and the name of its author or editor(s). The inside front cover page is usually left blank in both hardcover and paperback books. The next section, if present, is the book's front matter, which includes all textual material after the front cover but not part of the book's content such as a foreword, a dedication, a table of contents and publisher data such as the book's edition or printing number and place of publication. Between the body copy and the back cover goes the end matter which would include any indices, sets of tables, diagrams, glossaries or lists of cited works (though an edited book with several authors usually places cited works at the end of each authored chapter). The inside back cover page, like that inside the front cover, is usually blank. The back cover is the usual place for the book's ISBN and maybe a photograph of the author(s)/ editor(s), perhaps with a short introduction to them. Also here often appear plot summaries, barcodes and excerpted reviews of the book.[29]
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Some books, particularly those with shorter runs (i.e. fewer copies) will be printed on sheet-fed offset presses, but most books are now printed on web presses, which are fed by a continuous roll of paper, and can consequently print more copies in a shorter time. As the production line circulates, a complete "book" is collected together in one stack, next to another, and another web press carries out the folding itself, delivering bundles of signatures (sections) ready to go into the gathering line. Note that the pages of a book are printed two at a time, not as one complete book. Excess numbers are printed to make up for any spoilage due to make-readies or test pages to assure final print quality.
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A make-ready is the preparatory work carried out by the pressmen to get the printing press up to the required quality of impression. Included in make-ready is the time taken to mount the plate onto the machine, clean up any mess from the previous job, and get the press up to speed. As soon as the pressman decides that the printing is correct, all the make-ready sheets will be discarded, and the press will start making books. Similar make readies take place in the folding and binding areas, each involving spoilage of paper.
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After the signatures are folded and gathered, they move into the bindery. In the middle of last century there were still many trade binders – stand-alone binding companies which did no printing, specializing in binding alone. At that time, because of the dominance of letterpress printing, typesetting and printing took place in one location, and binding in a different factory. When type was all metal, a typical book's worth of type would be bulky, fragile and heavy. The less it was moved in this condition the better: so printing would be carried out in the same location as the typesetting. Printed sheets on the other hand could easily be moved. Now, because of increasing computerization of preparing a book for the printer, the typesetting part of the job has flowed upstream, where it is done either by separately contracting companies working for the publisher, by the publishers themselves, or even by the authors. Mergers in the book manufacturing industry mean that it is now unusual to find a bindery which is not also involved in book printing (and vice versa).
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If the book is a hardback its path through the bindery will involve more points of activity than if it is a paperback. Unsewn binding, is now increasingly common. The signatures of a book can also be held together by "Smyth sewing" using needles, "McCain sewing", using drilled holes often used in schoolbook binding, or "notch binding", where gashes about an inch long are made at intervals through the fold in the spine of each signature. The rest of the binding process is similar in all instances. Sewn and notch bound books can be bound as either hardbacks or paperbacks.
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"Making cases" happens off-line and prior to the book's arrival at the binding line. In the most basic case-making, two pieces of cardboard are placed onto a glued piece of cloth with a space between them into which is glued a thinner board cut to the width of the spine of the book. The overlapping edges of the cloth (about 5/8" all round) are folded over the boards, and pressed down to adhere. After case-making the stack of cases will go to the foil stamping area for adding decorations and type.
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Recent developments in book manufacturing include the development of digital printing. Book pages are printed, in much the same way as an office copier works, using toner rather than ink. Each book is printed in one pass, not as separate signatures. Digital printing has permitted the manufacture of much smaller quantities than offset, in part because of the absence of make readies and of spoilage. One might think of a web press as printing quantities over 2000, quantities from 250 to 2000 being printed on sheet-fed presses, and digital presses doing quantities below 250. These numbers are of course only approximate and will vary from supplier to supplier, and from book to book depending on its characteristics. Digital printing has opened up the possibility of print-on-demand, where no books are printed until after an order is received from a customer.
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In the 2000s, due to the rise in availability of affordable handheld computing devices, the opportunity to share texts through electronic means became an appealing option for media publishers.[30] Thus, the "e-book" was made. The term e-book is a contraction of "electronic book"; it refers to a book-length publication in digital form.[31] An e-book is usually made available through the internet, but also on CD-ROM and other forms. E-Books may be read either via a computing device with an LED display such as a traditional computer, a smartphone or a tablet computer; or by means of a portable e-ink display device known as an e-book reader, such as the Sony Reader, Barnes & Noble Nook, Kobo eReader, or the Amazon Kindle. E-book readers attempt to mimic the experience of reading a print book by using this technology, since the displays on e-book readers are much less reflective.
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Book design is the art of incorporating the content, style, format, design, and sequence of the various components of a book into a coherent whole. In the words of Jan Tschichold, book design "though largely forgotten today, methods and rules upon which it is impossible to improve have been developed over centuries. To produce perfect books these rules have to be brought back to life and applied." Richard Hendel describes book design as "an arcane subject" and refers to the need for a context to understand what that means. Many different creators can contribute to book design, including graphic designers, artists and editors.
|
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|
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The size of a modern book is based on the printing area of a common flatbed press. The pages of type were arranged and clamped in a frame, so that when printed on a sheet of paper the full size of the press, the pages would be right side up and in order when the sheet was folded, and the folded edges trimmed.
|
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|
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The most common book sizes are:
|
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|
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Sizes smaller than 16mo are:
|
95 |
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|
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Small books can be called booklets.
|
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|
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Sizes larger than quarto are:
|
99 |
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|
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The largest extant medieval manuscript in the world is Codex Gigas 92 × 50 × 22 cm. The world's largest book is made of stone and is in Kuthodaw Pagoda (Burma).
|
101 |
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|
102 |
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A common separation by content are fiction and non-fiction books. This simple separation can be found in most collections, libraries, and bookstores.
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Many of the books published today are fiction, meaning that they are in-part or completely untrue. Historically, paper production was considered too expensive to be used for entertainment. An increase in global literacy and print technology led to the increased publication of books for the purpose of entertainment, and allegorical social commentary. Most fiction is additionally categorized by genre.
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The novel is the most common form of fiction book. Novels are stories that typically feature a plot, setting, themes and characters. Stories and narrative are not restricted to any topic; a novel can be whimsical, serious or controversial. The novel has had a tremendous impact on entertainment and publishing markets.[32] A novella is a term sometimes used for fiction prose typically between 17,500 and 40,000 words, and a novelette between 7,500 and 17,500. A short story may be any length up to 10,000 words, but these word lengths vary.
|
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|
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Comic books or graphic novels are books in which the story is illustrated. The characters and narrators use speech or thought bubbles to express verbal language.
|
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In a library, a reference book is a general type of non-fiction book which provides information as opposed to telling a story, essay, commentary, or otherwise supporting a point of view. An almanac is a very general reference book, usually one-volume, with lists of data and information on many topics. An encyclopedia is a book or set of books designed to have more in-depth articles on many topics. A book listing words, their etymology, meanings, and other information is called a dictionary. A book which is a collection of maps is an atlas. A more specific reference book with tables or lists of data and information about a certain topic, often intended for professional use, is often called a handbook. Books which try to list references and abstracts in a certain broad area may be called an index, such as Engineering Index, or abstracts such as chemical abstracts and biological abstracts.
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|
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Books with technical information on how to do something or how to use some equipment are called instruction manuals. Other popular how-to books include cookbooks and home improvement books.
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Students typically store and carry textbooks and schoolbooks for study purposes. Elementary school pupils often use workbooks, which are published with spaces or blanks to be filled by them for study or homework. In US higher education, it is common for a student to take an exam using a blue book.
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There is a large set of books that are made only to write private ideas, notes, and accounts. These books are rarely published and are typically destroyed or remain private. Notebooks are blank papers to be written in by the user. Students and writers commonly use them for taking notes. Scientists and other researchers use lab notebooks to record their notes. They often feature spiral coil bindings at the edge so that pages may easily be torn out.
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Address books, phone books, and calendar/appointment books are commonly used on a daily basis for recording appointments, meetings and personal contact information.
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Books for recording periodic entries by the user, such as daily information about a journey, are called logbooks or simply logs. A similar book for writing the owner's daily private personal events, information, and ideas is called a diary or personal journal.
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Businesses use accounting books such as journals and ledgers to record financial data in a practice called bookkeeping.
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There are several other types of books which are not commonly found under this system. Albums are books for holding a group of items belonging to a particular theme, such as a set of photographs, card collections, and memorabilia. One common example is stamp albums, which are used by many hobbyists to protect and organize their collections of postage stamps. Such albums are often made using removable plastic pages held inside in a ringed binder or other similar holder. Picture books are books for children with pictures on every page and less text (or even no text).
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Hymnals are books with collections of musical hymns that can typically be found in churches. Prayerbooks or missals are books that contain written prayers and are commonly carried by monks, nuns, and other devoted followers or clergy. Lap books are a learning tool created by students.
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A leveled book collection is a set of books organized in levels of difficulty from the easy books appropriate for an emergent reader to longer more complex books adequate for advanced readers. Decodable readers or books are a specialized type of leveled books that use decodable text only including controlled lists of words, sentences and stories consistent with the letters and phonics that have been taught to the emergent reader. New sounds and letters are added to higher level decodable books, as the level of instruction progresses, allowing for higher levels of accuracy, comprehension and fluency.
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Hardcover books have a stiff binding. Paperback books have cheaper, flexible covers which tend to be less durable. An alternative to paperback is the glossy cover, otherwise known as a dust cover, found on magazines, and comic books. Spiral-bound books are bound by spirals made of metal or plastic. Examples of spiral-bound books include teachers' manuals and puzzle books (crosswords, sudoku).
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Publishing is a process for producing pre-printed books, magazines, and newspapers for the reader/user to buy.
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Publishers may produce low-cost, pre-publication copies known as galleys or 'bound proofs' for promotional purposes, such as generating reviews in advance of publication. Galleys are usually made as cheaply as possible, since they are not intended for sale.
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Private or personal libraries made up of non-fiction and fiction books, (as opposed to the state or institutional records kept in archives) first appeared in classical Greece. In the ancient world, the maintaining of a library was usually (but not exclusively) the privilege of a wealthy individual. These libraries could have been either private or public, i.e. for people who were interested in using them. The difference from a modern public library lies in the fact that they were usually not funded from public sources. It is estimated that in the city of Rome at the end of the 3rd century there were around 30 public libraries. Public libraries also existed in other cities of the ancient Mediterranean region (for example, Library of Alexandria).[33] Later, in the Middle Ages, monasteries and universities had also libraries that could be accessible to general public. Typically not the whole collection was available to public, the books could not be borrowed and often were chained to reading stands to prevent theft.
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The beginning of modern public library begins around 15th century when individuals started to donate books to towns.[34] The growth of a public library system in the United States started in the late 19th century and was much helped by donations from Andrew Carnegie. This reflected classes in a society: The poor or the middle class had to access most books through a public library or by other means while the rich could afford to have a private library built in their homes. In the United States the Boston Public Library 1852 Report of the Trustees established the justification for the public library as a tax-supported institution intended to extend educational opportunity and provide for general culture.[35]
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The advent of paperback books in the 20th century led to an explosion of popular publishing. Paperback books made owning books affordable for many people. Paperback books often included works from genres that had previously been published mostly in pulp magazines. As a result of the low cost of such books and the spread of bookstores filled with them (in addition to the creation of a smaller market of extremely cheap used paperbacks) owning a private library ceased to be a status symbol for the rich.
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In library and booksellers' catalogues, it is common to include an abbreviation such as "Crown 8vo" to indicate the paper size from which the book is made.
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When rows of books are lined on a book holder, bookends are sometimes needed to keep them from slanting.
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During the 20th century, librarians were concerned about keeping track of the many books being added yearly to the Gutenberg Galaxy. Through a global society called the International Federation of Library Associations and Institutions (IFLA), they devised a series of tools including the International Standard Bibliographic Description (ISBD). Each book is specified by an International Standard Book Number, or ISBN, which is unique to every edition of every book produced by participating publishers, worldwide. It is managed by the ISBN Society. An ISBN has four parts: the first part is the country code, the second the publisher code, and the third the title code. The last part is a check digit, and can take values from 0–9 and X (10). The EAN Barcodes numbers for books are derived from the ISBN by prefixing 978, for Bookland, and calculating a new check digit.
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Commercial publishers in industrialized countries generally assign ISBNs to their books, so buyers may presume that the ISBN is part of a total international system, with no exceptions. However, many government publishers, in industrial as well as developing countries, do not participate fully in the ISBN system, and publish books which do not have ISBNs. A large or public collection requires a catalogue. Codes called "call numbers" relate the books to the catalogue, and determine their locations on the shelves. Call numbers are based on a Library classification system. The call number is placed on the spine of the book, normally a short distance before the bottom, and inside. Institutional or national standards, such as ANSI/NISO Z39.41 - 1997, establish the correct way to place information (such as the title, or the name of the author) on book spines, and on "shelvable" book-like objects, such as containers for DVDs, video tapes and software.
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One of the earliest and most widely known systems of cataloguing books is the Dewey Decimal System. Another widely known system is the Library of Congress Classification system. Both systems are biased towards subjects which were well represented in US libraries when they were developed, and hence have problems handling new subjects, such as computing, or subjects relating to other cultures.[citation needed] Information about books and authors can be stored in databases like online general-interest book databases. Metadata, which means "data about data" is information about a book. Metadata about a book may include its title, ISBN or other classification number (see above), the names of contributors (author, editor, illustrator) and publisher, its date and size, the language of the text, its subject matter, etc.
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Aside from the primary purpose of reading them, books are also used for other ends:
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Once the book is published, it is put on the market by the distributors and the bookstores. Meanwhile, his promotion comes from various media reports. Book marketing is governed by the law in many states.
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In recent years, the book had a second life in the form of reading aloud. This is called public readings of published works, with the assistance of professional readers (often known actors) and in close collaboration with writers, publishers, booksellers, librarians, leaders of the literary world and artists.
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Many individual or collective practices exist to increase the number of readers of a book. Among them:
|
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This form of the book chain has hardly changed since the eighteenth century, and has not always been this way. Thus, the author has asserted gradually with time, and the copyright dates only from the nineteenth century. For many centuries, especially before the invention of printing, each freely copied out books that passed through his hands, adding if necessary his own comments. Similarly, bookseller and publisher jobs have emerged with the invention of printing, which made the book an industrial product, requiring structures of production and marketing.
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The invention of the Internet, e-readers, tablets, and projects like Wikipedia and Gutenberg, are likely to strongly change the book industry in the years to come.
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Paper was first made in China as early as 200 BC, and reached Europe through Muslim territories. At first made of rags, the industrial revolution changed paper-making practices, allowing for paper to be made out of wood pulp. Papermaking in Europe began in the 11th century, although vellum was also common there as page material up until the beginning of the 16th century, vellum being the more expensive and durable option. Printers or publishers would often issue the same publication on both materials, to cater to more than one market.
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Paper made from wood pulp became popular in the early 20th century, because it was cheaper than linen or abaca cloth-based papers. Pulp-based paper made books less expensive to the general public. This paved the way for huge leaps in the rate of literacy in industrialised nations, and enabled the spread of information during the Second Industrial Revolution.
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Pulp paper, however, contains acid which eventually destroys the paper from within. Earlier techniques for making paper used limestone rollers, which neutralized the acid in the pulp. Books printed between 1850 and 1950 are primarily at risk; more recent books are often printed on acid-free or alkaline paper. Libraries today have to consider mass deacidification of their older collections in order to prevent decay.
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Stability of the climate is critical to the long-term preservation of paper and book material.[36] Good air circulation is important to keep fluctuation in climate stable. The HVAC system should be up to date and functioning efficiently. Light is detrimental to collections. Therefore, care should be given to the collections by implementing light control. General housekeeping issues can be addressed, including pest control. In addition to these helpful solutions, a library must also make an effort to be prepared if a disaster occurs, one that they cannot control. Time and effort should be given to create a concise and effective disaster plan to counteract any damage incurred through "acts of God", therefore an emergency management plan should be in place.
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Habsburg Monarchy (1555–1804)
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Austrian Empire (1804–1809, 1814–1867)
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Illyrian Provinces (1809–1814; capital)
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Austria-Hungary (1867–1918)
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State of Slovenes, Croats and Serbs (1918)
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Kingdom of Yugoslavia[5] (1918–1941)
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Kingdom of Italy (1941–1945; occupied)
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Nazi Germany (1943–1945; de facto)
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SFR Yugoslavia[6] (1945–1991)
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Ljubljana (UK: /ˌljuːbˈljɑːnə, ˌlʊbliˈɑːnə/,[7][8][9] US: /ˌljuːbliˈɑːnə, liˌuː-/,[8][9][10][11][12] Slovene: [ljuˈbljàːna] (listen),[13] locally also [luˈblàːna]; also known by other historical names) is the capital and largest city of Slovenia.[14][15] It has been the cultural, educational, economic, political, and administrative centre of independent Slovenia since 1991.
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During antiquity, a Roman city called Emona stood in the area.[16] Ljubljana itself was first mentioned in the first half of the 12th century. Situated at the middle of a trade route between the northern Adriatic Sea and the Danube region, it was the historical capital of Carniola,[17] one of the Slovene-inhabited parts of the Habsburg Monarchy.[14] It was under Habsburg rule from the Middle Ages until the dissolution of the Austro-Hungarian Empire in 1918. After World War II, Ljubljana became the capital of the Socialist Republic of Slovenia, part of the Socialist Federal Republic of Yugoslavia. It retained this status until Slovenia became independent in 1991 and Ljubljana became the capital of the newly formed state.[18]
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The origin of the name of the city, Ljubljana, is unclear. In the Middle Ages, both the river and the town were also known by the German name Laibach. This name was in official use as an endonym until 1918, and it remains frequent as a German exonym, both in common speech and official use. The city is alternatively named Lublana in many English language documents.[19] The city is called Lubiana in Italian, in Latin: Labacum and anciently Aemona.[20]
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For most scholars, the problem has been in how to connect the Slovene and the German names. The origin from the Slavic ljub- "to love, like" was in 2007 supported as the most probable by the linguist Tijmen Pronk, a specialist in comparative Indo-European linguistics and Slovene dialectology, from the University of Leiden.[21] He supported the thesis that the name of the river derived from the name of the settlement.[22] The linguist Silvo Torkar, who specialises in Slovene personal and place names,[23] argued at the same place for the thesis that the name Ljubljana derives from Ljubija, the original name of the Ljubljanica River flowing through it, itself derived from the Old Slavic male name Ljubovid, "the one of a lovely appearance". The name Laibach, he claimed, was actually a hybrid of German and Slovene and derived from the same personal name.[24]
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The symbol of the city is the Ljubljana Dragon. It is depicted on the top of the tower of Ljubljana Castle in the Ljubljana coat of arms and on the Ljubljanica-crossing Dragon Bridge (Zmajski most).[25] It symbolises power, courage, and greatness.
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There are several explanations on the origin of the Ljubljana Dragon. According to a Slavic myth, the slaying of a dragon releases the waters and ensures the fertility of the earth, and it is thought that the myth is tied to the Ljubljana Marshes, the expansive marshy area that periodically threatens Ljubljana with flooding.[26] According to the celebrated Greek legend, the Argonauts on their return home after having taken the Golden Fleece found a large lake surrounded by a marsh between the present-day towns of Vrhnika and Ljubljana. It was there that Jason struck down a monster. This monster has evolved into the dragon that today is present in the city coat of arms and flag.[27]
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It is historically more believable that the dragon was adopted from Saint George, the patron of the Ljubljana Castle chapel built in the 15th century. In the legend of Saint George, the dragon represents the old ancestral paganism overcome by Christianity. According to another explanation, related to the second, the dragon was at first only a decoration above the city coat of arms. In the Baroque, it became part of the coat of arms, and in the 19th and especially the 20th century, it outstripped the tower and other elements in importance.
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Around 2000 BC, the Ljubljana Marshes in the immediate vicinity of Ljubljana were settled by people living in pile dwellings. Prehistoric pile dwellings and the oldest wooden wheel in the world[28] are among the most notable archeological findings from the marshland. These lake-dwelling people lived through hunting, fishing and primitive agriculture. To get around the marshes, they used dugout canoes made by cutting out the inside of tree trunks. Their archaeological remains, nowadays in the Municipality of Ig, have been designated a UNESCO World Heritage Site since June 2011, in the common nomination of six Alpine states.[29][30]
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Later, the area remained a transit point for numerous tribes and peoples, among them the Illyrians, followed by a mixed nation of the Celts and the Illyrians called the Iapydes, and then in the 3rd century BC a Celtic tribe, the Taurisci.[31]
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Around 50 BC, the Romans built a military encampment that later became a permanent settlement called Iulia Aemona.[33][34][35] This entrenched fort was occupied by the Legio XV Apollinaris.[36] In 452, it was destroyed by the Huns under Attila's orders,[33] and later by the Ostrogoths and the Lombards.[37] Emona housed 5,000–6,000 inhabitants and played an important role during numerous battles. Its plastered brick houses, painted in different colours, were already connected to a drainage system.[33]
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In the 6th century, the ancestors of the Slovenes moved in. In the 9th century, they fell under Frankish domination, while experiencing frequent Magyar raids.[38] Not much is known about the area during the settlement of Slavs in the period between the downfall of Emona and the Early Middle Ages.
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The parchment sheet Nomina defunctorum ("Names of the Dead"), most probably written in the second half of 1161, mentions the nobleman Rudolf of Tarcento, a lawyer of the Patriarchate of Aquileia, who had bestowed a canon with 20 farmsteads beside the castle of Ljubljana (castrum Leibach) to the Patriarchate. According to the historian Peter Štih's deduction, this happened between 1112 and 1125, thus representing the earliest mention of Ljubljana.[39]
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Originally owned by a number of possessors, until the first half of the 12th century, the territory south of the Sava where the town of Ljubljana developed gradually became property of the Carinthian family of the Dukes of Sponheim.[39] Urban settlement in Ljubljana started in the second half of the 12th century.[39] At around 1200, market rights were granted to Old Square (Stari trg),[40] which at the time was one of the three districts that Ljubljana originated from. The other two districts were an area called "Town" (Mesto), built around the predecessor of the present-day Ljubljana Cathedral at one side of the Ljubljanica River, and New Square (Novi trg) at the other side.[41] The Franciscan Bridge, a predecessor of the present-day Triple Bridge, and the Butchers' Bridge connected the walled areas with wood-made buildings.[41] Ljubljana acquired the town privileges at some time between 1220 and 1243.[42] Seven fires erupted in the town during the Middle Ages.[43] Artisans organised themselves into guilds. The Teutonic Knights, the Conventual Franciscans, and the Franciscans settled in the town.[44] In 1256, when the Carinthian duke Ulrich III of Spanheim became lord of Carniola, the provincial capital was moved from Kamnik to Ljubljana.
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In the late 1270s, Ljubljana was conquered by King Ottokar II of Bohemia.[45] In 1278, after Ottokar's defeat, it became—together with the rest of Carniola—property of Rudolph of Habsburg.[37][38] It was administered by the Counts of Gorizia from 1279 until 1335,[40][46][47] when it became the capital town of Carniola.[38] Renamed Laibach, it would be owned by the House of Habsburg until 1797.[37] In 1327, the Ljubljana's "Jewish Quarter"—now only "Jewish Street" (Židovska ulica) remains—was established with a synagogue, and lasted until Emperor Maximilian I in 1515 succumbed to medieval antisemitism and expelled Jews from Ljubljana, for which he demanded a certain payment from the town.[40] In 1382, in front of St. Bartholomew's Church in Šiška, at the time a nearby village, now part of Ljubljana, a peace treaty was signed between the Republic of Venice and Leopold III of Habsburg.[40]
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In the 15th century, Ljubljana became recognised for its art, particularly painting and sculpture. The Roman Rite Catholic Diocese of Ljubljana was established in 1461 and the Church of St. Nicholas became the diocesan cathedral.[38] After the 1511 Idrija earthquake,[48][49][50][51] the city was rebuilt in the Renaissance style and a new wall was built around it.[52] Wooden buildings were forbidden after a large fire at New Square in 1524.
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In the 16th century, the population of Ljubljana numbered 5,000, 70% of whom spoke Slovene as their first language, with most of the rest using German.[52] The first secondary school, public library and printing house opened in Ljubljana. Ljubljana became an important educational centre.[53]
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From 1529, Ljubljana had an active Slovene Protestant community. After they were expelled in 1598, marking the beginning of the Counter-Reformation, Catholic Bishop Thomas Chrön ordered the public burning of eight cartloads of Protestant books.[54][55]
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In 1597, Jesuits arrived in the city, followed in 1606 by the Capuchins, to eradicate Protestantism. Only 5% of all the residents of Ljubljana at the time were of Catholic confession, so it took quite a while to make it Catholic again. Jesuits organised the first theatrical productions in the town, fostered the development of Baroque music and established Catholic schools. In the middle and the second half of the 17th century, foreign architects built and renovated numerous monasteries, churches, and palaces in Ljubljana and introduced Baroque architecture. In 1702, the Ursulines settled in the town, where, the following year, they opened the first public school for girls in the Slovene Lands. Some years later, the construction of Ursuline Church of the Holy Trinity started.[56][57] In 1779, St. Christopher's Cemetery replaced the cemetery at St. Peter's Church as the main Ljubljana cemetery.[58]
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From 1809 to 1813, during the Napoleonic interlude, Ljubljana (under the name Laybach) was the capital of the Illyrian Provinces.[37][60] In 1813, the city became Austrian again and from 1815 to 1849 was the administrative centre of the Kingdom of Illyria in the Austrian Empire.[61] In 1821, it hosted the Congress of Laibach, which fixed European political borders for years to come.[62][63] The first train arrived in 1849 from Vienna and in 1857 the line was extended to Trieste.[60]
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In 1895, Ljubljana, then a city of 31,000, suffered a serious earthquake measuring 6.1 degrees Richter and 8–9 degrees MCS.[64][65][66][67] Some 10% of its 1,400 buildings were destroyed, although casualties were light.[64] During the reconstruction that followed, a number of districts were rebuilt in the Vienna Secession style.[60] Public electric lighting appeared in the city in 1898. The rebuilding period between 1896 and 1910 is referred to as the "revival of Ljubljana" because of architectural changes from which a great deal of the city dates back to today and for reform of urban administration, health, education and tourism that followed. The rebuilding and quick modernisation of the city were led by the mayor Ivan Hribar.[60]
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In 1918, following the end of World War I and the dissolution of Austria-Hungary, the region joined the Kingdom of Serbs, Croats and Slovenes.[37][68][69] In 1929, Ljubljana became the capital of the Drava Banovina, a Yugoslav province.[70]
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In 1941, during World War II, Fascist Italy occupied the city, and on 3 May 1941 made Lubiana the capital of Italy's Province of Ljubljana[71] with the former Yugoslav general Leon Rupnik as mayor. After the Italian capitulation, Nazi Germany with SS-general Erwin Rösener and Friedrich Rainer took control in 1943,[68] but formally the city remained the capital of an Italian province until 9 May 1945. In Ljubljana, the occupying forces established strongholds and command centres of Quisling organisations, the Anti-Communist Volunteer Militia under Italy and the Home Guard under German occupation. Since February 1942, the city was surrounded by barbed wire, later fortified by bunkers, to prevent co-operation between the resistance movement that operated within and outside the fence.[72][73] Since 1985, the commemorative trail has ringed the city where this iron fence once stood.[74] Postwar reprisals resulted in a number of mass graves in Ljubljana.[75][76][77][78]
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After World War II, Ljubljana became the capital of the Socialist Republic of Slovenia, part of the Socialist Federal Republic of Yugoslavia. It retained this status until Slovenia became independent in 1991.[18]
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Ljubljana remains the capital of independent Slovenia, which joined the European Union in 2004.[68]
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The city, with an area of 163.8 square kilometers (63.2 sq mi), is situated in the Ljubljana Basin in Central Slovenia, between the Alps and the Karst. Ljubljana is located some 320 kilometers (200 mi) south of Munich, 477 kilometers (296 mi) east of Zürich, 250 kilometers (160 mi) east of Venice, 350 kilometers (220 mi) southwest of Vienna, 224 kilometers (139 mi) south of Salzburg and 400 kilometers (250 mi) southwest of Budapest.[79] The extent of Ljubljana has changed considerably in the past 40 years, mainly because some of the nearby settlements have merged with Ljubljana.[80]
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The city stretches out on an alluvial plain dating to the Quaternary era. The mountainous regions nearby are older, dating from the Mesozoic (Triassic) or Paleozoic.[81] A number of earthquakes have devastated Ljubljana, including in 1511 and 1895.[67]
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Ljubljana has an elevation of 295 meters (968 ft)[2] The city centre, located along the Ljubljanica River, has an elevation of 298 meters (978 ft).[82] Ljubljana Castle, which sits atop Castle Hill (Grajski grič) south of the city centre, has an elevation of 366 meters (1,201 ft). The highest point of the city, called Grmada, reaches 676 meters (2,218 ft), 3 meters (9.8 ft) more than the nearby Mount Saint Mary (Šmarna gora) peak, a popular hiking destination.[83][84] These are located in the northern part of the city.[83]
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The main watercourses in Ljubljana are the Ljubljanica, the Sava, the Gradaščica, the Mali Graben, the Iška and the Iščica rivers. From the Trnovo District to the Moste District, around Castle Hill, the Ljubljanica partly flows through the Gruber Canal, built according to plans by Gabriel Gruber from 1772 until 1780. Next to the eastern border of the city, the Ljubljanica, the Sava, and the Kamnik Bistrica rivers flow together.[85][86] The lowest point of Ljubljana, with an elevation of 261 meters (856 ft), is located at the confluence.[82]
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Through its history, Ljubljana has been struck by floods. The latest was in 2010.[87] Southern and western parts of the city are more flood-endangered than northern parts.[88] The Gruber Canal has partly diminished the danger of floods in the Ljubljana Marshes, the largest marshes in Slovenia, south of Ljubljana.
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There are two major ponds in Ljubljana. Koseze Pond is located in the Šiška District and Tivoli Pond is in the southern part of Tivoli City Park.[89] Koseze Pond has a number of rare plant and animal species and is a popular place of meeting and recreation.[90] Tivoli Pond is a shallow pond with a small volume that was originally used for boating and ice skating, but has been abandoned over the years and is now used only for fishing.[91]
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Ljubljana's climate is an oceanic climate (Köppen climate classification: Cfb), bordering on a humid subtropical climate zone (Köppen climate classification: Cfa), with continental characteristics such as warm summers and moderately cold winters.[92][93] July and August are the warmest months with daily highs generally between 25 and 30 °C (77 and 86 °F), and January is the coldest month with temperatures mostly oscillating around 0 °C (32 °F). The city experiences 90 days of frost per year, and 11 days with temperatures above 30 °C (86 °F). The precipitation is relatively evenly distributed throughout the seasons, although winter and spring tend to be somewhat drier than summer and autumn. Yearly precipitation is about 1,400 mm (55 in), making Ljubljana one of the wettest European capitals. Thunderstorms are very common from May to September and can occasionally be quite heavy. Snow is common from December to February; on average, there are 48 days with snow cover recorded each winter season. The city is known for its fog, which is recorded on average on 64 days per year, mostly in autumn and winter, and can be particularly persistent in conditions of temperature inversion.[94]
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The city's architecture is a mix of styles. Despite the appearance of large buildings, especially at the city's edge, Ljubljana's historic centre remains intact. Although the oldest architecture has been preserved from the Roman period, Ljubljana's downtown got its outline in the Middle Ages.[97] After the 1511 earthquake, it was rebuilt in the Baroque style following Italian, particularly Venetian, models.
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After the quake in 1895, it was once again rebuilt, this time in the Vienna Secession style, which today is juxtaposed against the earlier Baroque style buildings that remain. Large sectors built in the inter-war period often include a personal touch by the architects Jože Plečnik[98] and Ivan Vurnik.[99] In the second half of the 20th century, parts of Ljubljana were redesigned by Edvard Ravnikar.[100]
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The central square in Ljubljana is Prešeren Square (Prešernov trg) where the Franciscan Church of the Annunciation (Frančiškanska cerkev) is located. Built between 1646 and 1660 (the belltowers following later), it replaced an older Gothic church on the same site. The layout takes the form of an early-Baroque basilica with one nave and two rows of lateral chapels. The Baroque main altar was executed by the sculptor Francesco Robba. Much of the original frescos were ruined by the cracks in the ceiling caused by the Ljubljana earthquake in 1895. The new frescos were painted by the Slovene impressionist painter Matej Sternen.
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Ljubljana Castle (Ljubljanski grad) is a medieval castle with Romanesque, Gothic, and Renaissance architectural elements, located on the summit of Castle Hill, which dominates the city centre.[101] The area surrounding today's castle has been continuously inhabited since 1200 BC.[102] The castle was built in the 12th century and was a residence of the Margraves, later the Dukes of Carniola.[103] The castle's Viewing Tower dates to 1848; this was manned by a guard whose duty it was to fire cannons warning the city in case of fire or announcing important visitors or events, a function the castle still holds today.[102] Cultural events and weddings also take place there.[104] Since 2006, a funicular has linked the city centre to the castle atop the hill.[105]
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Town Hall (Mestna hiša, Magistrat), located at Town Square, is the seat of the City Municipality of Ljubljana. The original building was built in a Gothic style in 1484.[106] Between 1717 and 1719,[98] the building underwent a Baroque renovation with a Venetian inspiration by the architect Gregor Maček Sr..[107] Near Town Hall, at Town Square, stands a replica of the Baroque Robba Fountain. The original has been moved into the National Gallery in 2006. The Robba Fountain is decorated with an obelisk at the foot of which there are three figures in white marble symbolising the three chief rivers of Carniola. It is work of Francesco Robba, who designed numerous other Baroque statues in the city.[108]
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Ljubljana Cathedral (ljubljanska stolnica), or St. Nicholas's Cathedral (stolnica sv. Nikolaja), serves the Archdiocese of Ljubljana. Easily identifiable due to its green dome and twin towers, it is located at Cyril and Methodius Square (Ciril-Metodov trg, named for Saints Cyril and Methodius) by the nearby Ljubljana Central Market and Town Hall.[109] The Diocese of Ljubljana was set up in 1461.[109] Between 1701 and 1706, the Jesuit architect Andrea Pozzo designed the Baroque church with two side chapels shaped in the form of a Latin cross.[109] The dome was built in the centre in 1841.[109] The interior is decorated with Baroque frescos painted by Giulio Quaglio between 1703–1706 and 1721–1723.[109]
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Nebotičnik (pronounced [nɛbɔtiːtʃniːk], "Skyscraper") is a thirteen-story building that rises to a height of 70.35 m (231 ft). It combines elements of the Neoclassical and the Art-Deco architecture. Predominantly a place of business, Nebotičnik is home to a variety of shops on the ground floor and first story, and various offices are located on floors two to five. The sixth to ninth floors are private residences. Located on the top three floors are a café, bar and observation deck.[110] It was designed by the Slovenian architect Vladimir Šubic. Construction began in July 1930 and the building opened on 21 February 1933.[111] It was for some time the tallest residential building in Europe.[111]
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Prešeren Square in downtown Ljubljana
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Ljubljanica River, downtown Ljubljana
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Town Hall
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Robba Fountain atTown Square
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Fountain in New Square
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Urbanc House atPrešeren Square
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Slovenian Philharmonic Building
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Nebotičnik
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Former Cooperative Bank
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Tivoli City Park (Mestni park Tivoli) is the largest park in Ljubljana.[112][113] It was designed in 1813 by the French engineer Jean Blanchard and now covers approximately 5 km2 (1.9 sq mi).[112] The park was laid out during the French imperial administration of Ljubljana in 1813 and named after the Parisian Jardins de Tivoli.[112] Between 1921 and 1939, it was renovated by the Slovene architect Jože Plečnik, who unveiled his statue of Napoleon in 1929 in Republic Square and designed a broad central promenade, called the Jakopič Promenade (Jakopičevo sprehajališče) after the leading Slovene impressionist painter Rihard Jakopič.[112][113] Within the park, there are different types of trees, flower gardens, several statues, and fountains.[112][113] Several notable buildings stand in the park, among them Tivoli Castle, the National Museum of Contemporary History and the Tivoli Sports Hall.[112]
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Tivoli–Rožnik Hill–Šiška Hill Landscape Park is located in the western part of the city.[114]
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The Ljubljana Botanical Garden (Ljubljanski botanični vrt) covers 2.40 hectares (5.9 acres) next to the junction of the Gruber Canal and the Ljubljanica, south of the Old Town. It is the central Slovenian botanical garden and the oldest cultural, scientific, and educational organisation in the country. It started operating under the leadership of Franc Hladnik in 1810. Of over 4,500 plant species and subspecies, roughly a third is endemic to Slovenia, whereas the rest originate from other European places and other continents. The institution is a member of the international network Botanic Gardens Conservation International and cooperates with more than 270 botanical gardens all across the world.[115]
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In 2014, Ljubljana won the European Green Capital Award for 2016 for its environmental achievements.[116]
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Existing already in the 18th century, the Ljubljana central square, the Prešeren Square's modern appearance has developed since the end of the 19th century. After the 1895 earthquake, Max Fabiani designed the square as the hub of four streets and four banks, and in the 1980s, Edvard Ravnikar proposed the circular design and the granite block pavement.[117][118] A statue of the Slovene national poet France Prešeren with a muse stands in the middle of the square. The Prešeren Monument was created by Ivan Zajec in 1905, whereas the pedestal was designed by Max Fabiani. The square and surroundings have been closed to traffic since 1 September 2007.[119] Only a tourist train leaves Prešeren Square every day, transporting tourists to Ljubljana Castle.[119]
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Republic Square, at first named Revolution Square, is the largest square in Ljubljana.[120] It was designed in the second half of the 20th century by Edvard Ravnikar.[120] On 26 June 1991, the independence of Slovenia was declared here.[120] The National Assembly Building stands at its northern side, and Cankar Hall, the largest Slovenian cultural and congress centre, at the southern side.[120] At its eastern side stands the two-storey building of Maximarket, also work of Ravnikar. It houses one of the oldest department stores in Ljubljana and a cafe, which is a popular meeting place and a place of political talks and negotiations.[121]
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Congress Square (Kongresni trg) is one of the most important centres of the city. It was built in 1821 for ceremonial purposes such as Congress of Ljubljana after which it was named. Since then it became an important centre for political ceremonies, demonstrations and protests, such as the ceremony at creation of Kingdom of Yugoslavia, ceremony of liberation of Belgrade, protests against Yugoslav authority in 1988 etc. The square also houses several important buildings, such as the University of Ljubljana Palace, Philharmonic Hall, Ursuline Church of the Holy Trinity, and the Slovene Society Building. Star Park (Park Zvezda) is located in the centre of the square. In 2010 and 2011, the square was heavily renovated and is now mostly closed to road traffic on ground area, however there are five floors for commercial purposes and a parking lot located underground.[122]
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Čop Street (Čopova ulica) is a major thoroughfare in the centre of Ljubljana. The street is named after Matija Čop, an early 19th-century literary figure and close friend of the Slovene Romantic poet France Prešeren. It leads from the Main Post Office (Glavna pošta) at Slovene Street (Slovenska cesta) downward to Prešeren Square and is lined with bars and stores, including the oldest McDonald's restaurant in Slovenia. It is a pedestrian zone and regarded as the capital's central promenade.
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Ljubljana's most known bridges, listed from northern to southern ones, include the Dragon Bridge (Zmajski most), the Butchers' Bridge (Mesarski most), the Triple Bridge (Tromostovje), the Fish Footbridge (Slovene: Ribja brv), the Cobblers' Bridge (Slovene: Šuštarski most), the Hradecky Bridge (Slovene: Hradeckega most), and the Trnovo Bridge (Trnovski most). The last mentioned crosses the Gradaščica, whereas all other bridges cross the Ljubljanica River.
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The 1901 Dragon Bridge, decorated with the Dragon statues[123] on pedestals at four corners of the bridge[124][125] has become a symbol of the city[126] and is regarded as one of the most beautiful examples of a bridge made in Vienna Secession style.[25][127][126][128] It has a span of 33.34 meters (109 ft 5 in)[25] and its arch was at the time the third largest in Europe.[124] It is protected as a technical monument.[129]
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Decorated with mythological bronze sculptures, created by Jakov Brdar, from Ancient Greek mythology and Biblical stories,[130] the Butchers' Bridge connects the Ljubljana Open Market area and the restaurants-filled Petkovšek Embankment (Petkovškovo nabrežje). It is also known as the love padlocks-decorated bridge in Ljubljana.
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The Triple Bridge is decorated with stone balusters and stone lamps on all of the three bridges and leads to the terraces looking on the river and poplar trees. It occupies a central point on the east-west axis, connecting the Tivoli City Park with Rožnik Hill, on one side, and the Ljubljana Castle on the other,[131] and the north-south axis through the city, represented by the river. It was enlarged in order to prevent the historically single bridge from being a bottleneck by adding two side pedestrian bridges to the middle one.
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The Fish Footbridge offers a good view of the neighbouring Triple Bridge to the north and the Cobbler's Bridge to the south of it. It is a transparent glass-made bridge, which is illuminated at night by in-built LEDs.[132] From 1991 to 2014 the bridge was a wooden one and decorated with flowers, while since its reconstruction in 2014, it is made of glass. It was planned already in 1895 by Max Fabiani to build a bridge on the location, in 1913 Alfred Keller planned a staircase, later Jože Plečnik incorporated both into his own plans which, however, were not realised.[133]
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The 1930 'Cobblers' Bridge' (Šuštarski, from German Schuster – Shoemaker) is another Plečnik's creation, connecting two major areas of medieval Ljubljana. It is decorated by two kinds of pillars, the Corinthian pillars which delineate the shape of the bridge itself and the Ionic pillars as lamp-bearers.[134]
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The Trnovo Bridge is the most prominent object of Plečnik's renovation of the banks of the Gradaščica. It is located in the front of the Trnovo Church to the south of the city centre. It connects the neighbourhoods of Krakovo and Trnovo, the oldest Ljubljana suburbs, known for their market gardens and cultural events.[135] It was built between 1929 and 1932. It is distinguished by its width and two rows of birches that it bears, because it was meant to serve as a public space in front of the church. Each corner of the bridge is capped with a small pyramid, a signature motif of Plečnik's, whereas the mid-span features a pair of Art-Deco male sculptures. There is also a statue of Saint John the Baptist on the bridge, the patron of the Trnovo Church. It was designed by Nikolaj Pirnat.
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The Hradecky Bridge is one of the first hinged bridges in the world,[136] the first[137] the only preserved cast iron bridge in Slovenia,[138] and one of its most highly valued technical achievements.[139][140] It has been situated on an extension of Hren Street (Hrenova ulica), between the Krakovo Embankment (Krakovski nasip) and the Gruden Embankment (Grudnovo nabrežje), connecting the Trnovo District and the Prule neighbourhood in the Center District.[141] The Hradecky Bridge was manufactured according to the plans of the senior engineer Johann Hermann from Vienna in the Auersperg iron foundry in Dvor near Žužemberk,[140] and installed in Ljubljana in 1867, at the location of today's Cobblers' Bridge.[142]
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The Ljubljana accent and/or dialect (Slovene: ljubljanščina [luːblɑːŋʃnɑː] (listen)) is considered a border dialect, since Ljubljana is situated where the Upper dialect and Lower Carniolan dialect group meet. Historically,[143] the Ljubljana dialect in the past displayed features more similar with the Lower Carniolan dialect group, but it gradually grew closer to the Upper dialect group, as a direct consequence of mass migration from Gorenjska region into Ljubljana in the 19th and 20th century. Ljubljana as a city grew mostly to the north, and gradually incorporated many villages that were historically part of Upper Carniola and so its dialect shifted away and closer to the Upper dialects. The Ljubljana dialect has also been used as a literary means in novels, such as in the novel Nekdo drug by Branko Gradišnik,[144] or in poems, such as Pika Nogavička (Slovene for Pippi Longstocking) by Andrej Rozman - Roza.[145]
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The central position of Ljubljana and its dialect had crucial impact[143] on the development of the Slovenian language. It was the speech of 16th century Ljubljana that Primož Trubar a Slovenian Protestant Reformer took as a foundation of what later became standard Slovenian language, with a small addition of his native speech, the Lower Carniolan dialect.[143][146] While in Ljubljana, he lived in a house, on today's Ribji trg, in the oldest part of the city. Living in Ljubljana had a profound impact on his work; he considered Ljubljana the capital of all Slovenes, not only because of its central position in the heart of the Slovene lands, but also because it always had an essentially Slovene character. Most of its inhabitants spoke Slovene as their mother tongue, unlike other cites in today's Slovenia. It is estimated that in Trubar's time around 70% of Ljubljana's 4000 inhabitants attended mass in the Slovene language.[143] Trubar considered Ljubljana's speech most suitable, since it sounded much more noble, than his own simple dialect of his hometown Rašica.[147] Trubar's choice was later adopted also by other Protestant writers in the 16th century, and ultimately led to a formation of a more standard language.
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Ljubljana appears in the 2005 The Historian, written by Elisabeth Kostova, and is called by its Roman name (Emona).[148]
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Ljubljana is also the setting of Paulo Coelho's 1998 novel Veronika Decides to Die.
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Each year, over 10,000 cultural events take place in the city, including ten international theatre, music, and art festivals.[62] The Ljubljana Festival is one of the two oldest festivals in former Yugoslavia (the Dubrovnik Summer Festival was established in 1950, and the Ljubljana Festival one in 1953). Guests have included Dubravka Tomšič, Marjana Lipovšek, Tomaž Pandur, Katia Ricciarelli, Grace Bumbry, Yehudi Menuhin, Mstislav Rostropovich, José Carreras, Slid Hampton, Zubin Mehta, Vadim Repin, Valerij Gergijev, Sir Andrew Davis, Danjulo Išizaka, Midori, Jurij Bašmet, Ennio Morricone, and Manhattan Transfer. Orchestras have included the New York Philharmonic, Israel Philharmonic, Royal Philharmonic Orchestra, Orchestras of the Bolshoi Theatre from Moscow, La Scala from Milan, and Mariinsky Theatre from Saint Petersburg. In recent years there have been 80 different kinds of events and some 80,000 visitors from Slovenia and abroad.[citation needed] Other cultural venues include Križanke, Cankar Hall and the Exhibition and Convention Centre. During Book Week, starting each year on World Book Day, events and book sales take place at Congress Square. A flea market is held every Sunday in the old city.[149] On the evening of International Workers' Day, a celebration with a bonfire takes place on Rožnik Hill.
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Ljubljana has numerous art galleries and museums. The first purpose-built art gallery in Ljubljana was the Jakopič Pavilion, which was in the first half of the 20th century the central exhibition venue of Slovene artists. In the early 1960s, it was succeeded by the Ljubljana City Art Gallery, which has presented a number of modern Slovene and foreign artists. In 2010, there were 14 museums and 56 art galleries in Ljubljana.[150] There is for example an architecture museum, a railway museum, a school museum, a sports museum, a museum of modern art, a museum of contemporary art, a brewery museum, the Slovenian Museum of Natural History and the Slovene Ethnographic Museum.[149] The National Gallery (Narodna galerija), founded in 1918,[68] and the Museum of Modern Art (Moderna galerija) exhibit the most influential Slovenian artists. In 2006, the museums received 264,470 visitors, the galleries 403,890 and the theatres 396,440.[150] The Metelkova Museum of Contemporary Art (Muzej sodobne umetnosti Metelkova), opened in 2011,[151] hosts various simultaneous exhibitions, a research library, archives, and a bookshop.
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Cankar Hall is the largest Slovenian cultural and congress center with multiple halls and a large foyer in which art film festivals, artistic performances, book fairs, and other cultural events are held.
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The cinema in Ljubljana appeared for the first time at the turn of the 20th century, and quickly gained popularity among the residents. After World War II, the Cinema Company Ljubljana, later named Ljubljana Cinematographers, was established and managed a number of already functioning movie theatres in Ljubljana, including the only Yugoslav children's theatre. A number of cinema festivals took place in the 1960s, and a cinematheque opened its doors in 1963. With the advent of television, video, and recently the Internet, most cinema theatres in Ljubljana closed, and the cinema mainly moved to Kolosej, a multiplex in the BTC City. It features twelve screens, including an IMAX 3D screen. The remaining theatres are Kino Komuna, Kinodvor, where art movies are accompanied by events, and the Slovenian Cinematheque.
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The Slovenian Philharmonics is the central music institution in Ljubljana and Slovenia. It holds classical music concerts of domestic and foreign performers as well as educates youth. It was established in 1701 as part of Academia operosorum Labacensis and is among the oldest such institutions in Europe. The Slovene National Opera and Ballet Theatre also resides in Ljubljana, presenting a wide variety of domestic and foreign, modern and classic, opera, ballet and concert works. It serves as the national opera and ballet house. Numerous music festivals are held in Ljubljana, chiefly in European classical music and jazz, for instance the Ljubljana Summer Festival (Ljubljanski poletni festival), and Trnfest.
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In addition to the main houses, with the SNT Drama Ljubljana as the most important among them, a number of small producers are active in Ljubljana, involved primarily in physical theatre (e.g. Betontanc), street theatre (e.g. Ana Monró Theatre), theatresports championship Impro League, and improvisational theatre (e.g. IGLU Theatre). A popular form is puppetry, mainly performed in the Ljubljana Puppet Theatre. Theatre has a rich tradition in Ljubljana, starting with the 1867 first ever Slovene-language drama performance.
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The modern dance was presented in Ljubljana for the first time at the end of the 19th century and developed rapidly since the end of the 1920s. Since the 1930s when in Ljubljana was founded a Mary Wigman dance school, the first one for modern dance in Slovenia, the field has been intimately linked to the development in Europe and the United States. Ljubljana Dance Theatre is today the only venue in Ljubljana dedicated to contemporary dance. Despite this, there's a vivid happening in the field.
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Several folk dance groups are active in Ljubljana.
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In July 2015, over four days, the 56th Ljubljana Jazz Festival took place. A member of the European Jazz Network, the festival presented 19 concerts featuring artists from 19 countries, including a celebration of the 75th birthday of James "Blood" Ulmer.[152]
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In the 1980s with the emergence of subcultures in Ljubljana, an alternative culture begun to develop in Ljubljana organised around two student organisations.[153] This caused an influx of young people to the city centre, caused political and social changes, and led to the establishment of alternative art centres.[154]
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A Ljubljana equivalent of the Copenhagen's Freetown Christiania, a self-proclaimed autonomous Metelkova neighbourhood, was set up in a former Austro-Hungarian barracks that were built in 1882 (completed in 1911).[155][156]
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In 1993, the seven buildings and 12,500 m2 of space were turned into art galleries, artist studios, and seven nightclubs, including two LGBTQ+ venues, playing host to all range of music from hardcore to jazz to dub to techno. Adjacent to the Metelkova are located the Celica Hostel[157] with rooms all artistically decorated by the Metelkova artists, and a new part of the Museum of Modern Art, Museum of Contemporary Art.[158] Another alternative culture centre is located in the former Rog factory. Both Metelkova and Rog factory factory located in Tabor neighbourhood are walking distance from the city centre and visited by various tours.
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The Šiška Cultural Quarter hosts a number of art groups and cultural organisations dedicated to contemporary and avant-garde arts. Part of it is also Kino Šiška Centre for Urban Culture, a venue where music concerts of indie, punk, and rock bands as well as exhibitions take place. Museum of Transitory Art (MoTA) is a museum without a permanent collection or a fixed space. Instead, its programs are realised in different locations and contexts in temporary physical and virtual spaces dedicated to advancing the research, production and presentation of transitory, experimental, and live art forms. Yearly MoTA organises Sonica Festival. Ljudmila (since 1994) strives to connect research practices, technologies, science, and art.
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A tension between German and Slovene residents dominated the development of sport of Ljubljana in the 19th century. The first sport club in Ljubljana was the South Sokol Gymnastic Club (Gimnastično društvo Južni Sokol), established in 1863 and succeeded in 1868 by the Ljubljana Sokol (Ljubljanski Sokol). It was the parent club of all Slovene Sokol clubs as well as an encouragement for the establishment of the Croatian Sokol club in Zagreb. Members were also active in culture and politics, striving for greater integration of the Slovenes from different Crown lands of Austria–Hungary and for their cultural, political, and economic independence.
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In 1885, German residents established the first sports club in the territory of nowadays Slovenia, Der Laibacher Byciklistischer Club (Ljubljana Cycling Club). In 1887, Slovene cyclists established the Slovene Cyclists Club (Slovenski biciklistični klub). In 1893 followed the first Slovene Alpine club, named Slovene Alpine Club (Slovensko planinsko društvo), later succeeded by the Alpine Association of Slovenia (Planinska zveza Slovenije). Several of its branches operate in Ljubljana, the largest of them being the Ljubljana Matica Alpine Club (Planinsko društvo Ljubljana-Matica). In 1900, the sports club Laibacher Sportverein (English: Ljubljana Sports Club) was established by the city's German residents and functioned until 1909. In 1906, Slovenes organised themselves in its Slovene counterpart, the Ljubljana Sports Club (Ljubljanski športni klub). Its members were primarily interested in rowing, but also swimming and football. In 1911, the first Slovene football club, Ilirija, started operating in the city. Winter sports started to develop in the area of the nowadays Ljubljana already before World War II.[159] In 1929, the first ice hockey club in Slovenia (then Yugoslavia) SK Ilirija was established.
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Nowadays, the city's football team which plays in the Slovenian PrvaLiga is NK Olimpija Ljubljana. Ljubljana's ice hockey clubs are HK Slavija and HK Olimpija. They both compete in the Slovenian Hockey League. The basketball teams are KD Slovan and KK Cedevita Olimpija. The latter, which has a green dragon as its mascot, hosts its matches at the 12,480-seat Arena Stožice. Handball is more or less popular in female section. RK Krim is one of the best women handball team in Europe. They won EHF Champions League twice, also 2nd and 3rd places are not a rare thing. AMTK Ljubljana is the most successful speedway club in Slovenia. The Ljubljana Sports Club has been succeeded by the Livada Canoe and Kayak Club.[160]
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Each year since 1957, on 8–10 May, the traditional recreational Walk Along the Wire has taken place to mark the liberation of Ljubljana on 9 May 1945.[161] At the same occasion, a triples competition is run on the trail, and a few days later, a student run from Prešeren Square to Ljubljana Castle is held. The last Sunday in October, the Ljubljana Marathon and a few minor competition runs take place on the city streets. The event attracts several thousand runners each year.[162]
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The Stožice Stadium, opened since August 2010 and located in Stožice Sports Park in the Bežigrad District, is the biggest football stadium in the country and the home of the NK Olimpija Ljubljana. It is one of the two main venues of Slovenia national football team. The park also has an indoor arena, used for indoor sports such as basketball, handball and volleyball and is the home venue of KK Olimpija, RK Krim and ACH Volley Bled among others. Beside football, the stadium is designed to host cultural events as well. Another stadium in the Bežigrad district, Bežigrad Stadium, is closed since 2008 and is deteriorating. It was built according to the plans of Jože Plečnik and was the home of the NK Olimpija Ljubljana, dissolved in 2004. Joc Pečečnik, a Slovenian multimillionaire, plans to renovate it.[163]
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Ljubljana Sports Park is located in Spodnja Šiška, part of the Šiška District. It has a football stadium with five courts, an athletic hall, outdoor athletic areas, tennis courts, a Boules court, and a sand volleyball court. The majority of competitions are in athletics. Another sports park in Spodnja Šiška is Ilirija Sports Park, known primarily for its stadium with a speedway track. At the northern end of Tivoli Park stands the Ilirija Swimming Pool Complex, which was built as part of a swimming and athletics venue following plans by Bloudek in the 1930s and has been nearly abandoned since then, but there are plans to renovate it.
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A number of sport venues are located in Tivoli Park. An outdoor swimming pool in Tivoli, constructed by Bloudek in 1929, was the first Olympic-size swimming pool in Yugoslavia. The Tivoli Recreational Centre in Tivoli is Ljubljana's largest recreational centre and has three swimming pools, saunas, a Boules court, a health club, and other facilities.[164] There are two skating rinks, a basketball court, a winter ice rink, and ten tennis courts in its outdoor area.[165] The Tivoli Hall consists of two halls. The smaller one accepts 4,050 spectators and is used for basketball matches. The larger one can accommodate 6,000 spectators and is primarily used for hockey, but also for basketball matches. The halls are also used for concerts and other cultural events. The Slovenian Olympic Committee has its office in the building.[166]
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The Tacen Whitewater Course, located on a course on the Sava, 8 kilometers (5 miles) northwest of the city centre, hosts a major international canoe/kayak slalom competition almost every year, examples being the ICF Canoe Slalom World Championships in 1955, 1991, and 2010.[167]
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Since the 1940s,[159] a ski slope has been in use in Gunclje,[168] in the northwestern part of the city.[169] It is 600 meters (2,000 ft) long and has two ski lifts, its maximum incline is 60° and the difference in height from the top to the bottom is 155 meters (509 ft).[168] Five ski jumping hills stand near the ski slope.[159] Several Slovenian Olympic and World Cup medalists trained and competed there.[159][170] In addition, the Arena Triglav complex of six jumping hills is located in the Šiška District.[171][172] A ski jumping hill, build in 1954 upon the plans by Stanko Bloudek, was located in Šiška near Vodnik Street (Vodnikova cesta) until 1976. International competitions for the Kongsberg Cup were held there, attended by thousands of spectators.[173] The ice rinks in Ljubljana include Koseze Pond and Tivoli Hall. In addition, in the 19th century and the early 20th century, Tivoli Pond and a marshy meadow in Trnovo, named Kern, were used for ice skating.[174]
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Industry remains the most important employer, notably in the pharmaceuticals, petrochemicals and food processing.[62] Other fields include banking, finance, transport, construction, skilled trades and services and tourism. The public sector provides jobs in education, culture, health care and local administration.[62]
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The Ljubljana Stock Exchange (Ljubljanska borza), purchased in 2008 by the Vienna Stock Exchange,[175] deals with large Slovenian companies. Some of these have their headquarters in the capital: for example, the retail chain Mercator, the oil company Petrol d.d. and the telecommunications concern Telekom Slovenije.[176] Over 15,000 enterprises operate in the city, most of them in the tertiary sector.[177]
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Numerous companies and over 450 shops are located in the BTC City, the largest business, shopping, recreational, entertainment and cultural centre in Slovenia. It is visited each year by 21 million people.[178][179] It occupies an area of 475,000 square meters (5,110,000 sq ft) in the Moste District in the eastern part of Ljubljana.[180][181][182]
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About 74% of Ljubljana households use district heating from the Ljubljana Power Station.[183]
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The city of Ljubljana is governed by the City Municipality of Ljubljana (Slovene: Mestna občina Ljubljana; MOL), which is led by the city council. The president of the city council is called the mayor. Members of the city council and the mayor are elected in the local election, held every four years. Among other roles, the city council drafts the municipal budget, and is assisted by various boards active in the fields of health, sports, finances, education, environmental protection and tourism.[184] The municipality is subdivided into 17 districts represented by district councils. They work with the municipality council to make known residents' suggestions and prepare activities in their territories.[185][186]
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Between 2002 and 2006, Danica Simšič was mayor of the municipality.[187] Since the municipal elections of 22 October 2006 until his confirmation as a deputy in the National Assembly of Slovenian in December 2011, Zoran Janković, previously the managing director of the Mercator retail chain, was the mayor of Ljubljana. In 2006, he won 62.99% of the popular vote.[188] On 10 October 2010, Janković was re-elected for another four-year term with 64.79% of the vote. From 2006 until October 2010, the majority on the city council (the Zoran Janković List) held 23 of 45 seats.[188] On 10 October 2010, Janković's list won 25 out of 45 seats in the city council. From December 2011 onwards, when Janković's list won the early parliamentary election, the deputy mayor Aleš Čerin was decided by him to lead the municipality. Čerin did not hold the post of mayor.[189] After Janković had failed to be elected as the Prime Minister in the National Assembly, he participated at the mayoral by-election on 25 March 2012 and was elected for the third time with 61% of the vote. He retook the leadership of the city council on 11 April 2012.[190]
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Public order in Ljubljana is enforced by the Ljubljana Police Directorate (Policijska uprava Ljubljana).[191] There are five areal police stations and four sectoral police stations in Ljubljana.[192] Public order and municipal traffic regulations are also supervised by the city traffic wardens (Mestno redarstvo).[193] Ljubljana has a quiet and secure reputation.[192][194]
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In 1869, Ljubljana had about 22,600 inhabitants,[195] a figure that grew to almost 60,000 by 1931.[68]
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At the 2002 census, 39% of Ljubljana inhabitants were Catholic; 30% had no religion, an unknown religion or did not reply; 19% atheist; 6% Eastern Orthodox; 5% Muslim; and the remaining 0.7% Protestant or another religion.[196]
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Approximately 91% of the population speaks Slovene as their primary native language. The second most-spoken language is Bosnian, with Serbo-Croatian being the third most-spoken language.[197]
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In Ljubljana today there are over 50 public elementary schools with over 20,000 pupils.[150][202] This also includes an international elementary school for foreign pupils. There are two private elementary schools: a Waldorf elementary school and a Catholic elementary school. In addition, there are several elementary music schools.
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Historically the first school in Ljubljana belonged to Teutonic Knights and was established in the 13th century. It originally accepted only boys; girls were accepted from the beginning of the 16th century. Parochial schools are attested in the 13th century, at St. Peter's Church and at Saint Nicholas's Church, the later Ljubljana Cathedral. Since 1291, there were also trade-oriented private schools in Ljubljana. In the beginning of the 17th century, there were six schools in Ljubljana and later three. A girls' school was established by Poor Clares, followed in 1703 by the Ursulines. Their school was for about 170 years the only public girls' school in Carniola. These schools were mainly private or established by the city.[203]
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In 1775, the Austrian Empress Maria Theresa proclaimed elementary education obligatory and Ljubljana got its normal school, intended as a learning place for teachers. In 1805, the first state music school was established in Ljubljana. In the time of Illyrian Provinces, "école primaire", a unified four-year elementary school program with a greater emphasis on Slovene, was introduced. The first public schools, unrelated to religious education, appeared in 1868.
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In Ljubljana there are ten public and three private grammar schools. The public schools divide into general gymnasiums and classical gymnasiums, the latter offering Latin and Greek as foreign languages. Some general schools offer internationally oriented European departments, and some offer sport departments, allowing students to more easily adjust their sport and school obligations. All state schools are free, but the number of students they can accept is limited. The private secondary schools include a Catholic grammar school and a Waldorf grammar school. There are also professional grammar schools in Ljubljana, offering economical, technical, or artistic subjects (visual arts, music). All grammar schools last four years and conclude with the matura exam.
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Historically, upon a proposal by Primož Trubar, the Carniolan Estates' School (1563–1598) was established in 1563 in the period of Slovene Reformation. Its teaching languages were mainly Latin and Greek, but also German and Slovene, and it was open for both sexes and all social strata. In 1597, Jesuits established the Jesuit College (1597–1773), intended to transmit general education. In 1773, secondary education came under the control of the state. A number of reforms were implemented in the 19th century; there was more emphasis on general knowledge and religious education was removed from state secondary schools. In 1910, there were 29 secondary schools in Ljubljana, among them classical and real gymnasiums and Realschules (technical secondary schools).
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In 2011, the University had 23 faculties and three academies, located in different parts of Ljubljana. They offer Slovene-language courses in medicine, applied sciences, arts, law, administration, natural sciences, and other subjects.[204] The university has more than 63,000 students and some 4,000 teaching faculty.[202] Students make up one-seventh of Ljubljana's population, giving the city a youthful character.[202][205]
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Historically, higher schools offering the study of general medicine, surgery, architecture, law and theology, started to operate in Ljubljana during the French occupation of the Slovene Lands, in 1810–11. Austro-Hungarian Empire never allowed Slovenes to establish their own university in Ljubljana and the University of Ljubljana, Slovenia's most important university, was founded in 1919 after Slovenes joined the first Yugoslavia.[68][202] When it was founded, the university comprised five faculties: law, philosophy, technology, theology and medicine. From the beginning, the seat of the university has been at Congress Square in a building that served as the State Mansion of Carniola from 1902 to 1918.
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The National and University Library of Slovenia is the Slovene national and university library. In 2011, it held about 1,307,000 books, 8,700 manuscripts, and numerous other textual, visual and multimedia resources, altogether 2,657,000 volumes.[206]
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The second largest university library in Ljubljana is the Central Technological Library, the national library and information hub for natural sciences and technology.
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The Municipal City Library of Ljubljana, established in 2008, is the central regional library and the largest Slovenian general public library. In 2011, it held 1,657,000 volumes, among these 1,432,000 books and a multitude of other resources in 36 branches.[207] Altogether, there are 5 general public libraries and over 140 specialised libraries in Ljubljana.[150]
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Besides the two largest university libraries there are a number of libraries at individual faculties, departments and institutes of the University of Ljubljana. The largest among them are the Central Humanist Library in the field of humanities, the Central Social Sciences Library, the Central Economic Library in the field of economics, the Central Medical Library in the field of medical sciences, and the Libraries of the Biotechnical Faculty in the field of biology and biotechnology.[208]
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The first libraries in Ljubljana were located in monasteries. The first public library was the Carniolan Estates' Library, established in 1569 by Primož Trubar. In the 17th century, the Jesuit Library collected numerous works, particularly about mathematics. In 1707, the Seminary Library was established; it is the first and oldest public scientific library in Slovenia. Around 1774, after the dissolution of Jesuits, the Lyceum Library was formed from the remains of the Jesuit Library as well as several monastery libraries.
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The first society of the leading scientists and public workers in Carniola was the Dismas Fraternity (Latin: Societas Unitorum), formed in Ljubljana in 1688.[209] In 1693, the Academia Operosorum Labacensium was founded and lasted with an interruption until the end of the 18th century. The next academy in Ljubljana, the Slovenian Academy of Sciences and Arts, was not established until 1938.
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Ljubljana Jože Pučnik Airport (ICAO code LJLJ), located 26 kilometers (16 mi) northwest of the city, has flights to numerous European destinations. Among the companies that fly from there are Air France, Air Serbia, Brussels Airlines, easyJet, Finnair, Lufthansa, Montenegro Airlines, Swiss, Wizz Air, Transavia and Turkish Airlines. The destinations are mainly European.[210] This airport has superseded the original Ljubljana airport, in operation from 1933 until 1963.[211][212] It was located in the Municipality of Polje (nowadays the Moste District), on a plain between Ljubljanica and Sava next to the railroad in Moste.[212] There was a military airport in Šiška from 1918 until 1929.[213]
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In the Ljubljana Rail Hub, the Pan-European railway corridors V (the fastest link between the North Adriatic, and Central and Eastern Europe)[214] and X (linking Central Europe with the Balkans)[215] and the main European lines (E 65, E 69, E 70) intersect.[216] All international transit trains in Slovenia drive through the Ljubljana hub, and all international passenger trains stop there.[217] The area of Ljubljana has six passenger stations and nine stops.[218] For passengers, the Slovenian Railways company offers the possibility to buy a daily or monthly city pass that can be used to travel between them.[219] The Ljubljana railway station is the central station of the hub. The Ljubljana Moste Railway Station is the largest Slovenian railway dispatch. The Ljubljana Zalog Railway Station is the central Slovenian rail yard.[217] There are a number of industrial rails in Ljubljana.[220] At the end of 2006,[221] the Ljubljana Castle funicular started to operate. The rail goes from Krek Square (Krekov trg) near the Ljubljana Central Market to Ljubljana Castle. It is especially popular among tourists. The full trip lasts 60 s.
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Ljubljana is located where Slovenia's two main freeways intersect,[222] connecting the freeway route from east to west, in line with Pan-European Corridor V, and the freeway in the north–south direction, in line with Pan-European Corridor X.[223] The city is linked to the southwest by A1-E70 to the Italian cities of Trieste and Venice and the Croatian port of Rijeka.[224] To the north, A1-E57 leads to Maribor, Graz and Vienna. To the east, A2-E70 links it with the Croatian capital Zagreb, from where one can go to Hungary or important cities of the former Yugoslavia, such as Belgrade.[224] To the northwest, A2-E61 goes to the Austrian towns of Klagenfurt and Salzburg, making it an important entry point for northern European tourists.[224] A toll sticker system has been in use on the Ljubljana Ring Road since 1 July 2008.[225][226] The centre of the city is more difficult to access especially in the peak hours due to long arteries with traffic lights and a large number of daily commuters.[227] The core city centre has been closed for motor traffic since September 2007 (except for residents with permissions), creating a pedestrian zone around Prešeren Square.[228]
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The historical Ljubljana tram system was completed in 1901 and was replaced by buses in 1928,[229] which were in turn abolished and replaced by trams in 1931[229] with its final length of 18.5 kilometers (11.5 mi) in 1940.[230] In 1959, it was abolished in favor of automobiles;[231] the tracks were dismantled and tram cars were transferred to Osijek and Subotica.[232] Reintroduction of an actual tram system to Ljubljana has been proposed repeatedly in the 2000s.[233][234]
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There are numerous taxi companies in the city.
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The Ljubljana Bus Station, the Ljubljana central bus hub, is located next to the Ljubljana railway station. The city bus network, run by the Ljubljana Passenger Transport (LPP) company, is Ljubljana's most widely used means of public transport. The fleet is relatively modern. The number of dedicated bus lanes is limited, which can cause problems in peak hours when traffic becomes congested.[235] Bus rides may be paid with the Urbana payment card (also used for the funicular) or with a mobile phone. Sometimes the buses are called trole (referring to trolley poles), harking back to the 1951–71 days when Ljubljana had trolleybus (trolejbus) service.[236] There were five trolleybus lines in Ljubljana, until 1958 alongside the tram.[231]
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Another means of public road transport in the city centre is the Cavalier (Kavalir), an electric vehicle operated by LPP since May 2009. There are three such vehicles in Ljubljana. The ride is free and there are no stations because it can be stopped anywhere. It can carry up to five passengers; most of them are elderly people and tourists.[237] The Cavalier drives in the car-free zone in the Ljubljana downtown. The first line links Čop Street, Wolf Street and the Hribar Embankment, whereas the second links Town Square, Upper Square, and Old Square.[238] There is also a tractor with wagons decorated to look like a train for tourists in Ljubljana, linking Cyril and Methodius Square in the city centre with Ljubljana Castle.[239]
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There is a considerable amount of bicycle traffic in Ljubljana, especially in the warmer months of the year. It is also possible to rent a bike. Since May 2011, the BicikeLJ, a self-service bicycle rental system offers the residents and visitors of Ljubljana 600 bicycles and more than 600 parking spots at 60 stations in the wider city centre area. The daily number of rentals is around 2,500.[240][241] There was an option to rent a bike even before the establishment of BicikeLJ.[242]
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There are still some conditions for cyclists in Ljubljana that have been criticised, including cycle lanes in poor condition and constructed in a way that motorised traffic is privileged. There are also many one-way streets which therefore cannot be used as alternate routes so it is difficult to legally travel by bicycle through the city centre.[243][244] Through years, some prohibitions have been partially abolished by marking cycle lanes on the pavement.[245][246] Nevertheless, the situation has been steadily improving; in 2015, Ljubljana placed 13th in a ranking of the world's most bicycle-friendly cities.[247] In 2016, Ljubljana was 8th on the Copenhagenize list.[248]
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The river transport on the Ljubljanica and the Sava was the main means of cargo transport to and from the city until the mid-19th century, when railroads were built. Today, the Ljubljanica is used by a number of tourist boats, with wharves under the Butchers' Bridge, at Fish Square, at Court Square, at Breg, at the Poljane Embankment, and elsewhere.
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Ljubljana has a rich history of discoveries in medicine and innovations in medical technology. The majority of secondary and tertiary care in Slovenia takes place in Ljubljana. The Ljubljana University Medical Centre is the largest hospital centre in Slovenia. The Faculty of Medicine (University of Ljubljana) and the Ljubljana Institute of Oncology are other two central medical institutions in Slovenia. The Ljubljana Community Health Centre is the largest health centre in Slovenia. It has seven units at 11 locations. Since 1986, Ljubljana is part of the WHO European Healthy Cities Network.[249]
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Ljubljana is twinned with:[250]
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A locomotive or train engine is a rail transport vehicle that provides the motive power for a train. If a locomotive is capable of carrying a payload, it is usually rather referred to as a multiple unit, motor coach, railcar or power car; the use of these self-propelled vehicles is increasingly common for passenger trains, but rare for freight (see CargoSprinter and Iron Highway).
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Traditionally, locomotives pulled trains from the front. However, push-pull operation has become common, where the train may have a locomotive (or locomotives) at the front, at the rear, or at each end. Most recently railroads have begun adopting DPU or distributed power. The front may have one or two locomotives followed by a mid train locomotive that is controlled remotely from the lead unit.
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The word locomotive originates from the Latin loco – "from a place", ablative of locus "place", and the Medieval Latin motivus, "causing motion", and is a shortened form of the term locomotive engine,[1] which was first used in 1814[2] to distinguish between self-propelled and stationary steam engines.
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Prior to locomotives, the motive force for railways had been generated by various lower-technology methods such as human power, horse power, gravity or stationary engines that drove cable systems. Few such systems are still in existence today. Locomotives may generate their power from fuel (wood, coal, petroleum or natural gas), or they may take power from an outside source of electricity. It is common to classify locomotives by their source of energy. The common ones include:
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A steam locomotive is a locomotive whose primary power source is a steam engine. The most common form of steam locomotive also contains a boiler to generate the steam used by the engine. The water in the boiler is heated by burning combustible material – usually coal, wood, or oil – to produce steam. The steam moves reciprocating pistons which are connected to the locomotive's main wheels, known as the "drivers". Both fuel and water supplies are carried with the locomotive, either on the locomotive itself or in wagons called "tenders" pulled behind.
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The first full-scale working railway steam locomotive was built by Richard Trevithick in 1802. It was constructed for the Coalbrookdale ironworks in Shropshire in the United Kingdom though no record of it working there has survived.[3] On 21 February 1804, the first recorded steam-hauled railway journey took place as another of Trevithick's locomotives hauled a train from the Pen-y-darren ironworks, in Merthyr Tydfil, to Abercynon in South Wales.[4][5] Accompanied by Andrew Vivian, it ran with mixed success.[6] The design incorporated a number of important innovations including the use of high-pressure steam which reduced the weight of the engine and increased its efficiency.
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In 1812, Matthew Murray's twin-cylinder rack locomotive Salamanca first ran on the edge-railed rack-and-pinion Middleton Railway;[7] this is generally regarded as the first commercially successful locomotive.[8][9] Another well-known early locomotive was Puffing Billy, built 1813–14 by engineer William Hedley for the Wylam Colliery near Newcastle upon Tyne. This locomotive is the oldest preserved, and is on static display in the Science Museum, London. George Stephenson built Locomotion No. 1 for the Stockton and Darlington Railway in the north-east of England, which was the first public steam railway in the world. In 1829, his son Robert built The Rocket in Newcastle-upon-Tyne. Rocket was entered into, and won, the Rainhill Trials. This success led to the company emerging as the pre-eminent early builder of steam locomotives used on railways in the UK, US and much of Europe.[10] The Liverpool and Manchester Railway, built by Stephenson, opened a year later making exclusive use of steam power for passenger and goods trains.
|
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The steam locomotive remained by far the most common type of locomotive until after World War II.[11]
|
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Steam locomotives are less efficient than modern diesel and electric locomotives, and a significantly larger workforce is required to operate and service them.[12] British Rail figures showed that the cost of crewing and fuelling a steam locomotive was about two and a half times larger than the cost of supporting an equivalent diesel locomotive, and the daily mileage they could run was lower.[citation needed] Between about 1950 and 1970, the majority of steam locomotives were retired from commercial service and replaced with electric and diesel-electric locomotives.[13][14] While North America transitioned from steam during the 1950s, and continental Europe by the 1970s, in other parts of the world, the transition happened later. Steam was a familiar technology that used widely-available fuels and in low-wage economies did not suffer as wide a cost disparity. It continued to be used in many countries until the end of the 20th century. By the end of the 20th century, almost the only steam power remaining in regular use around the world was on heritage railways.
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Internal combustion locomotives use an internal combustion engine, connected to the driving wheels by a transmission. Typically they keep the engine running at a near-constant speed whether the locomotive is stationary or moving.
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Kerosene locomotives use kerosene as the fuel. They were the world's first oil locomotives, preceding diesel and other oil locomotives by some years.
|
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+
The first known kerosene rail vehicle was a draisine built by Gottlieb Daimler in 1887,[15] but this was not technically a locomotive as it carried a payload.
|
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A kerosene locomotive was built in 1894 by the Priestman Brothers of Kingston upon Hull for use on Hull docks. This locomotive was built using a 12 hp double-acting marine type engine, running at 300 rpm, mounted on a 4-wheel wagon chassis. It was only able to haul one loaded wagon at a time, due to its low power output, and was not a great success.[16] The first successful kerosene locomotive was "Lachesis" built by Richard Hornsby & Sons Ltd. and delivered to Woolwich Arsenal railway in 1896. The company built a series of kerosene locomotives between 1896 and 1903, for use by the British military.
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Petrol locomotives use petrol as their fuel.
|
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|
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The first commercially successful petrol locomotive was a petrol-mechanical locomotive built by the Maudslay Motor Company in 1902, for the Deptford Cattle Market in London. It was an 80 hp locomotive using a 3-cylinder vertical petrol engine, with a two speed mechanical gearbox.
|
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The second locomotive was built by F.C. Blake of Kew in January 1903 for the Richmond Main Sewerage Board.[17][18][16]
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In 1916, "Simplex" petrol locomotives built by Motor Rail, with 20-40 hp motors and 4-wheel mechanical transmission began to be used on 600 mm (1 ft 11 5⁄8 in) gauge trench railways on the Western Front. The War Department also ordered 100 larger petrol-electric locomotives from Dick, Kerr & Co. and British Westinghouse, which used a 45 hp Dorman 4JO four-cylinder petrol engine driving a 30 kW DC generator at 1000rpm.[19] Many of the petrol locomotives supplied to the armed forces were sold off as surplus after the end of hostilities, and found work on small industrial railways. Motor Rail continued to develop and manufacture and develop the design, for several decades.
|
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|
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The most common type of petrol locomotive are petrol-mechanical locomotives, which use mechanical transmission in the form of gearboxes (sometimes in conjunction with chain drives) to deliver the power output of the engine to the driving wheels, in the same way as a car.
|
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|
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Petrol-electric locomotives are petrol locomotives which use electric transmission to deliver the power output of the engine to the driving wheels. This avoids the need for gearboxes by converting the rotary mechanical force of the engine into electrical energy by a dynamo, and then powering the wheels by multi-speed electric traction motors. This allows for smoother acceleration, as it avoids the need for gear changes, however is more expensive, heavier, and sometimes bulkier than mechanical transmission.
|
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Diesel locomotives are powered by diesel engines. In the early days of Diesel propulsion development, various transmission systems were employed with varying degrees of success, with electric transmission proving to be the most popular.
|
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|
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A diesel–mechanical locomotive uses a mechanical transmission to transfer power to the wheels. This type of transmission is generally limited to low-powered, low speed shunting (switching) locomotives, lightweight multiple units and self-propelled railcars. The earliest diesel locomotives were diesel-mechanical.
|
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The mechanical transmissions used for railroad propulsion are generally more complex and much more robust than standard-road versions. There is usually a fluid coupling interposed between the engine and gearbox, and the gearbox is often of the epicyclic (planetary) type to permit shifting while under load. Various systems have been devised to minimise the break in transmission during gear changing; e.g., the S.S.S. (synchro-self-shifting) gearbox used by Hudswell Clarke. Diesel–mechanical propulsion is limited by the difficulty of building a reasonably sized transmission capable of coping with the power and torque required to move a heavy train.
|
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In 1906, Rudolf Diesel, Adolf Klose and the steam and diesel engine manufacturer Gebrüder Sulzer founded Diesel-Sulzer-Klose GmbH to manufacture diesel-powered locomotives. The Prussian State Railways ordered a diesel locomotive from the company in 1909. The world's first diesel-powered locomotive (a diesel-mechanical locomotive) was operated in the summer of 1912 on the Winterthur–Romanshorn railway in Switzerland, but was not a commercial success.[20] The locomotive weight was 95 tonnes and the power was 883 kW with a maximum speed of 100 km/h.[21] Small numbers of prototype diesel locomotives were produced in a number of countries through the mid-1920s.
|
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In a diesel–electric locomotive, the diesel engine drives either an electrical DC generator (generally, less than 3,000 horsepower (2,200 kW) net for traction), or an electrical AC alternator-rectifier (generally 3,000 horsepower (2,200 kW) net or more for traction), the output of which provides power to the traction motors that drive the locomotive. There is no mechanical connection between the diesel engine and the wheels. The vast majority of diesel locomotives today are diesel-electric.
|
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The important components of diesel–electric propulsion are the diesel engine (also known as the prime mover), the main generator/alternator-rectifier, traction motors (usually with four or six axles), and a control system consisting of the engine governor and electrical or electronic components, including switchgear, rectifiers and other components, which control or modify the electrical supply to the traction motors. In the most elementary case, the generator may be directly connected to the motors with only very simple switchgear.
|
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Originally, the traction motors and generator were DC machines. Following the development of high-capacity silicon rectifiers in the 1960s, the DC generator was replaced by an alternator using a diode bridge to convert its output to DC. This advance greatly improved locomotive reliability and decreased generator maintenance costs by elimination of the commutator and brushes in the generator. Elimination of the brushes and commutator, in turn, disposed of the possibility of a particularly destructive type of event referred to as a flashover, which could result in immediate generator failure and, in some cases, start an engine room fire.
|
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|
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In the late 1980s, the development of high-power variable-frequency/variable-voltage (VVVF) drives, or "traction inverters," has allowed the use of polyphase AC traction motors, thus also eliminating the motor commutator and brushes. The result is a more efficient and reliable drive that requires relatively little maintenance and is better able to cope with overload conditions that often destroyed the older types of motors.
|
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|
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In 1914, Hermann Lemp, a General Electric electrical engineer, developed and patented a reliable direct current electrical control system (subsequent improvements were also patented by Lemp).[22] Lemp's design used a single lever to control both engine and generator in a coordinated fashion, and was the prototype for all diesel–electric locomotive control. In 1917–18, GE produced three experimental diesel–electric locomotives using Lemp's control design.[23] In 1924, a diesel-electric locomotive (Eel2 original number Юэ 001/Yu-e 001) started operations. It had been designed by a team led by Yuri Lomonosov and built 1923–1924 by Maschinenfabrik Esslingen in Germany. It had 5 driving axles (1'E1'). After several test rides, it hauled trains for almost three decades from 1925 to 1954.[24] It was the world's first functional diesel locomotive.
|
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|
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Diesel–hydraulic locomotives use one or more torque converters, in combination with gears, with a mechanical final drive to convey the power from the diesel engine to the wheels.
|
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|
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Hydrokinetic transmission (also called hydrodynamic transmission) uses a torque converter. A torque converter consists of three main parts, two of which rotate, and one (the stator) that has a lock preventing backwards rotation and adding output torque by redirecting the oil flow at low output RPM. All three main parts are sealed in an oil-filled housing. To match engine speed to load speed over the entire speed range of a locomotive some additional method is required to give sufficient range. One method is to follow the torque converter with a mechanical gearbox which switches ratios automatically, similar to an automatic transmission on a car. Another method is to provide several torque converters each with a range of variability covering part of the total required; all the torque converters are mechanically connected all the time, and the appropriate one for the speed range required is selected by filling it with oil and draining the others. The filling and draining is carried out with the transmission under load, and results in very smooth range changes with no break in the transmitted power.
|
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The main worldwide user of main-line hydraulic transmissions was the Federal Republic of Germany, with designs including the 1950s DB class V 200, and the 1960 and 1970s DB Class V 160 family. British Rail introduced a number of diesel hydraulic designs during it 1955 Modernisation Plan, initially license built versions of German designs. In Spain RENFE used high power to weight ratio twin engined German designs to haul high speed trains from the 1960s to 1990s. (see RENFE Classes 340, 350, 352, 353, 354).
|
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Hydrostatic drive systems have also been applied to rail use, for example 350 to 750 hp (260 to 560 kW) shunting locomotives by CMI Group (Belgium),[25] and 4 to 12 tonne 35 to 58 kW (47 to 78 hp) industrial locomotives by Atlas Copco subsidiary GIA.[26] Hydrostatic drives are also used in railway maintenance machines such as tampers and rail grinders.[27]
|
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A gas turbine locomotive is an internal combustion engine locomotive consisting of a gas turbine. ICE engines require a transmission to power the wheels. The engine must be allowed to continue to run when the locomotive is stopped.
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Gas turbine-mechanical locomotives, use a mechanical transmission to deliver the power output of gas turbines to the wheels. A gas turbine locomotive was patented in 1861 by Marc Antoine Francois Mennons (British patent no. 1633).[28] There is no evidence that the locomotive was actually built but the design includes the essential features of gas turbine locomotives built in the 20th century, including compressor, combustion chamber, turbine and air pre-heater. In 1952, Renault delivered a prototype four-axle 1150 hp gas-turbine-mechanical locomotive fitted with the Pescara "free turbine" gas- and compressed-air producing system, rather than a co-axial multi-stage compressor integral to the turbine. This model was succeeded by a pair of six-axle 2400 hp locomotives with two turbines and Pescara feeds in 1959. Several similar locomotives were built in USSR by Kharkov Locomotive Works.[29]
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Gas turbine-electric locomotives, use a gas turbine to drive an electrical generator or alternator which produced electric current powers the traction motor which drive the wheels. In 1939 the Swiss Federal Railways ordered Am 4/6, a GTEL with a 1,620 kW (2,170 hp) of maximum engine power from Brown Boveri. It was completed in 1941, and then underwent testing before entering regular service. The Am 4/6 was the first gas turbine – electric locomotive. British Rail 18000 was built by Brown Boveri and delivered in 1949. British Rail 18100 was built by Metropolitan-Vickers and delivered in 1951. A third locomotive, the British Rail GT3, was constructed in 1961. Union Pacific ran a large fleet of turbine-powered freight locomotives starting in the 1950s.[30] These were widely used on long-haul routes, and were cost-effective despite their poor fuel economy due to their use of "leftover" fuels from the petroleum industry. At their height the railroad estimated that they powered about 10% of Union Pacific's freight trains, a much wider use than any other example of this class.
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A gas turbine offers some advantages over a piston engine. There are few moving parts, decreasing the need for lubrication and potentially reducing maintenance costs, and the power-to-weight ratio is much higher. A turbine of a given power output is also physically smaller than an equally powerful piston engine, allowing a locomotive to be very powerful without being inordinately large. However, a turbine's power output and efficiency both drop dramatically with rotational speed, unlike a piston engine, which has a comparatively flat power curve. This makes GTEL systems useful primarily for long-distance high-speed runs. Additional problems with gas turbine-electric locomotives included that they were very noisy.
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[31]
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An electric locomotive is a locomotive powered only by electricity. Electricity is supplied to moving trains with a (nearly) continuous conductor running along the track that usually takes one of three forms: an overhead line, suspended from poles or towers along the track or from structure or tunnel ceilings; a third rail mounted at track level; or an onboard battery. Both overhead wire and third-rail systems usually use the running rails as the return conductor but some systems use a separate fourth rail for this purpose. The type of electrical power used is either direct current (DC) or alternating current (AC).
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Various collection methods exist: a trolley pole, which is a long flexible pole that engages the line with a wheel or shoe; a bow collector, which is a frame that holds a long collecting rod against the wire; a pantograph, which is a hinged frame that holds the collecting shoes against the wire in a fixed geometry; or a contact shoe, which is a shoe in contact with the third rail. Of the three, the pantograph method is best suited for high-speed operation.
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Electric locomotives almost universally use axle-hung traction motors, with one motor for each powered axle. In this arrangement, one side of the motor housing is supported by plain bearings riding on a ground and polished journal that is integral to the axle. The other side of the housing has a tongue-shaped protuberance that engages a matching slot in the truck (bogie) bolster, its purpose being to act as a torque reaction device, as well as a support. Power transfer from motor to axle is effected by spur gearing, in which a pinion on the motor shaft engages a bull gear on the axle. Both gears are enclosed in a liquid-tight housing containing lubricating oil. The type of service in which the locomotive is used dictates the gear ratio employed. Numerically high ratios are commonly found on freight units, whereas numerically low ratios are typical of passenger engines.
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Electricity is typically generated in large and relatively efficient generating stations, transmitted to the railway network and distributed to the trains. Some electric railways have their own dedicated generating stations and transmission lines but most purchase power from an electric utility. The railway usually provides its own distribution lines, switches and transformers.
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Electric locomotives usually cost 20% less than diesel locomotives, their maintenance costs are 25-35% lower, and cost up to 50% less to run. [32]
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The earliest systems were DC systems. The first electric passenger train was presented by Werner von Siemens at Berlin in 1879. The locomotive was driven by a 2.2 kW, series-wound motor, and the train, consisting of the locomotive and three cars, reached a speed of 13 km/h. During four months, the train carried 90,000 passengers on a 300-metre-long (984 feet) circular track. The electricity (150 V DC) was supplied through a third insulated rail between the tracks. A contact roller was used to collect the electricity. The world's first electric tram line opened in Lichterfelde near Berlin, Germany, in 1881. It was built by Werner von Siemens (see Gross-Lichterfelde Tramway and Berlin Straßenbahn). The Volk's Electric Railway opened in 1883 in Brighton, and is the oldest surviving electric railway. Also in 1883, Mödling and Hinterbrühl Tram opened near Vienna in Austria. It was the first in the world in regular service powered from an overhead line. Five years later, in the U.S. electric trolleys were pioneered in 1888 on the Richmond Union Passenger Railway, using equipment designed by Frank J. Sprague.[33]
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The first electrically-worked underground line was the City and South London Railway, prompted by a clause in its enabling act prohibiting use of steam power.[34] It opened in 1890, using electric locomotives built by Mather and Platt. Electricity quickly became the power supply of choice for subways, abetted by the Sprague's invention of multiple-unit train control in 1897.
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The first use of electrification on a main line was on a four-mile stretch of the Baltimore Belt Line of the Baltimore and Ohio Railroad (B&O) in 1895 connecting the main portion of the B&O to the new line to New York through a series of tunnels around the edges of Baltimore's downtown. Three Bo+Bo units were initially used, at the south end of the electrified section; they coupled onto the locomotive and train and pulled it through the tunnels.[35]
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DC was used on earlier systems. These systems were gradually replaced by AC. Today, almost all main-line railways use AC systems. DC systems are confined mostly to urban transit such as metro systems, light rail and trams, where power requirement is less.
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The first practical AC electric locomotive was designed by Charles Brown, then working for Oerlikon, Zürich. In 1891, Brown had demonstrated long-distance power transmission, using three-phase AC, between a hydro-electric plant at Lauffen am Neckar and Frankfurt am Main West, a distance of 280 km. Using experience he had gained while working for Jean Heilmann on steam-electric locomotive designs, Brown observed that three-phase motors had a higher power-to-weight ratio than DC motors and, because of the absence of a commutator, were simpler to manufacture and maintain.[36] However, they were much larger than the DC motors of the time and could not be mounted in underfloor bogies: they could only be carried within locomotive bodies.[37]
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In 1894, Hungarian engineer Kálmán Kandó developed a new type 3-phase asynchronous electric drive motors and generators for electric locomotives.
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Kandó's early 1894 designs were first applied in a short three-phase AC tramway in Evian-les-Bains (France), which was constructed between 1896 and 1898.[38][39][40][41][42] In 1918,[43] Kandó invented and developed the rotary phase converter, enabling electric locomotives to use three-phase motors whilst supplied via a single overhead wire, carrying the simple industrial frequency (50 Hz) single phase AC of the high voltage national networks.[44]
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In 1896, Oerlikon installed the first commercial example of the system on the Lugano Tramway. Each 30-tonne locomotive had two 110 kW (150 hp) motors run by three-phase 750 V 40 Hz fed from double overhead lines. Three-phase motors run at constant speed and provide regenerative braking, and are well suited to steeply graded routes, and the first main-line three-phase locomotives were supplied by Brown (by then in partnership with Walter Boveri) in 1899 on the 40 km Burgdorf—Thun line, Switzerland. The first implementation of industrial frequency single-phase AC supply for locomotives came from Oerlikon in 1901, using the designs of Hans Behn-Eschenburg and Emil Huber-Stockar; installation on the Seebach-Wettingen line of the Swiss Federal Railways was completed in 1904. The 15 kV, 50 Hz 345 kW (460 hp), 48 tonne locomotives used transformers and rotary converters to power DC traction motors.[45]
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Italian railways were the first in the world to introduce electric traction for the entire length of a main line rather than just a short stretch. The 106 km Valtellina line was opened on 4 September 1902, designed by Kandó and a team from the Ganz works.[46][44] The electrical system was three-phase at 3 kV 15 Hz. The voltage was significantly higher than used earlier and it required new designs for electric motors and switching devices.[47][48] The three-phase two-wire system was used on several railways in Northern Italy and became known as "the Italian system". Kandó was invited in 1905 to undertake the management of Società Italiana Westinghouse and led the development of several Italian electric locomotives.[47]
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A battery-electric locomotive (or battery locomotive) is an electric locomotive powered by on-board batteries; a kind of battery electric vehicle.
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Such locomotives are used where a conventional diesel or electric locomotive would be unsuitable. An example is maintenance trains on electrified lines when the electricity supply is turned off. Another use is in industrial facilities where a combustion-powered locomotive (i.e., steam- or diesel-powered) could cause a safety issue due to the risks of fire, explosion or fumes in a confined space. Battery locomotives are preferred for mines where gas could be ignited by trolley-powered units arcing at the collection shoes, or where electrical resistance could develop in the supply or return circuits, especially at rail joints, and allow dangerous current leakage into the ground.[49]
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The first known electric locomotive was built in 1837 by chemist Robert Davidson of Aberdeen, and it was powered by galvanic cells (batteries). Davidson later built a larger locomotive named Galvani, exhibited at the Royal Scottish Society of Arts Exhibition in 1841. The seven-ton vehicle had two direct-drive reluctance motors, with fixed electromagnets acting on iron bars attached to a wooden cylinder on each axle, and simple commutators. It hauled a load of six tons at four miles per hour (6 kilometers per hour) for a distance of one and a half miles (2.4 kilometres). It was tested on the Edinburgh and Glasgow Railway in September of the following year, but the limited power from batteries prevented its general use.[50][51][52]
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Another example was at the Kennecott Copper Mine, Latouche, Alaska, where in 1917 the underground haulage ways were widened to enable working by two battery locomotives of 4 1⁄2 tons.[53] In 1928, Kennecott Copper ordered four 700-series electric locomotives with on-board batteries. These locomotives weighed 85 tons and operated on 750-volt overhead trolley wire with considerable further range whilst running on batteries.[54] The locomotives provided several decades of service using Nickel-iron battery (Edison) technology. The batteries were replaced with lead-acid batteries, and the locomotives were retired shortly afterward. All four locomotives were donated to museums, but one was scrapped. The others can be seen at the Boone and Scenic Valley Railroad, Iowa, and at the Western Railway Museum in Rio Vista, California. The Toronto Transit Commission previously operated a battery electric locomotive built by Nippon-Sharyo in 1968 and retired in 2009.[55]
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London Underground regularly operates battery-electric locomotives for general maintenance work.
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In the 1960s, development of very high-speed service brought further electrification. The Japanese Shinkansen and the French TGV were the first systems for which devoted high-speed lines were built from scratch. Similar programs were undertaken in Italy, Germany and Spain; and many countries around the world. Railway electrification has constantly increased in the past decades, and as of 2012, electrified tracks account for nearly one third of total tracks globally.[56]
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In comparison to the principal alternative, the diesel engine, electric railways offer substantially better energy efficiency, lower emissions and lower operating costs. Electric locomotives are also usually quieter, more powerful, and more responsive and reliable than diesels.
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They have no local emissions, an important advantage in tunnels and urban areas. Some electric traction systems provide regenerative braking that turns the train's kinetic energy back into electricity and returns it to the supply system to be used by other trains or the general utility grid. While diesel locomotives burn petroleum, electricity can be generated from diverse sources including renewable energy.
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Steam-diesel hybrid locomotives can use steam generated from a boiler or diesel to power a piston engine. The Cristiani Compressed Steam System used a diesel engine to power a compressor to drive and recirculate steam produced by a boiler; effectively using steam as the power transmission medium, with the diesel engine being the prime mover[57]
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In the 1940s, diesel locomotives began to displace steam power on American railroads. Following the end of World War II, diesel power began to appear on railroads in many countries. The significantly better economics of diesel operation triggered a dash to diesel power, a process known as Dieselization. By the late 1990s, only heritage railways continued to operate steam locomotives in most countries.
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Diesel locomotives require considerably less maintenance than steam, with a corresponding reduction in the number of personnel needed to keep the fleet in service. The best steam locomotives spent an average of three to five days per month in the shop for routine maintenance and running repairs.[citation needed] Heavy overhauls were frequent, often involving removal of the boiler from the frame for major repairs. In contrast, a typical diesel locomotive requires no more than eight to ten hours of maintenance per month (maintenance intervals are 92 days or 184 days, depending upon a locomotive's age),[citation needed] and may run for decades between major overhauls.[citation needed] Diesel units do not pollute as much as steam trains;[citation needed] modern units produce low levels of exhaust emissions.
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In the early 1950s, Dr. Lyle Borst of the University of Utah was given funding by various US railroad line and manufacturers to study the feasibility of an electric-drive locomotive, in which an onboard atomic reactor produced the steam to generate the electricity. At that time, atomic power was not fully understood; Borst believed the major stumbling block was the price of uranium. With the Borst atomic locomotive, the center section would have a 200-ton reactor chamber and steel walls 5 feet thick to prevent releases of radioactivity in case of accidents. He estimated a cost to manufacture atomic locomotives with 7000 h.p. engines at approximately $1,200,000 each.[58] Consequently, trains with onboard nuclear generators were generally deemed unfeasible due to prohibitive costs.
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In 2002, the first 3.6 tonne, 17 kW hydrogen (fuel cell) -powered mining locomotive was demonstrated in Val-d'Or, Quebec. In 2007 the educational mini-hydrail in Kaohsiung, Taiwan went into service. The Railpower GG20B finally is another example of a fuel cell-electric locomotive.
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There are many different types of hybrid or dual-mode locomotives using two or more types of motive power. The most common hybrids are electro-diesel locomotives powered either from an electricity supply or else by an onboard diesel engine. These are used to provide continuous journeys along routes that are only partly electrified. Examples include the EMD FL9 and Bombardier ALP-45DP
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There are three main uses of locomotives in rail transport operations: for hauling passenger trains, freight trains, and for switching (UK English: shunting).
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Freight locomotives are normally designed to deliver high starting tractive effort and high sustained power. This allows them to start and move heavy trains, but usually comes at the cost of relatively low maximum speeds. Passenger locomotives usually develop lower starting tractive effort but are able to operate at the high speeds required to maintain passenger schedules. Mixed traffic locomotives (US English: general purpose or road switcher locomotives) do not develop as much starting tractive effort as a freight locomotive but are able to haul heavier trains than a passenger engine.
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Most steam locomotives have reciprocating engines, with pistons coupled to the driving wheels by means of connecting rods, with no intervening gearbox. This means the combination of starting tractive effort and maximum speed is greatly influenced by the diameter of the driving wheels. Steam locomotives intended for freight service generally have smaller diameter driving wheels than passenger locomotives.
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In diesel-electric and electric locomotives the control system between the traction motors and axles adapts the power output to the rails for freight or passenger service. Passenger locomotives may include other features, such as head-end power (also referred to as hotel power or electric train supply) or a steam generator.
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Some locomotives are designed specifically to work steep grade railways, and feature extensive additional braking mechanisms and sometimes rack and pinion. Steam locomotives built for steep rack and pinion railways frequently have the boiler tilted relative to the locomotive frame, so that the boiler remains roughly level on steep grades.
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Locomotives are also used on some High-speed trains: All TGV, many AVE, some KTX and the now-retired ICE 2 and ICE 1 trains all use locomotives, which may also be known as power cars. Using power cars easily allows for a high ride quality and less electrical equipment, [59] but when compared with electric multiple units, they also offer lower acceleration and higher axle weights (for the power cars) The KTX-II and ICE 1 use a mixture of electric multiple units and power cars.
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Locomotives occasionally work in a specific role, such as:
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The wheel arrangement of a locomotive describes how many wheels it has; common methods include the AAR wheel arrangement, UIC classification, and Whyte notation systems.
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In the second half of the twentieth century remote control locomotives started to enter service in switching operations, being remotely controlled by an operator outside of the locomotive cab.
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The main benefit is one operator can control the loading of grain, coal, gravel, etc. into the cars. In addition, the same operator can move the train as needed. Thus, the locomotive is loaded or unloaded in about a third of the time.[citation needed]
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There are a few basic reasons to isolate locomotive train power, as compared to self-propelled trains.[60]
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There are several advantages of multiple unit (MU) trains compared to locomotives.
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Locomotives have been a subject for collectors' coins and medals. One of the most famous[citation needed] and recent[when?] ones is the 25 Euro 150 Years Semmering Alpine Railway commemorative coin. The obverse shows two locomotives: a historical and a modern one. This represents the technical development in locomotive construction between the years 1854 and 2004. The upper half depicts the “Taurus”, a high performance locomotive. The lower half depicts the first functional Alpine locomotive, the Engerth; constructed by Wilhelm Freiherr von Engerth.[citation needed]
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Media related to Locomotives at Wikimedia Commons
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A locomotive or train engine is a rail transport vehicle that provides the motive power for a train. If a locomotive is capable of carrying a payload, it is usually rather referred to as a multiple unit, motor coach, railcar or power car; the use of these self-propelled vehicles is increasingly common for passenger trains, but rare for freight (see CargoSprinter and Iron Highway).
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Traditionally, locomotives pulled trains from the front. However, push-pull operation has become common, where the train may have a locomotive (or locomotives) at the front, at the rear, or at each end. Most recently railroads have begun adopting DPU or distributed power. The front may have one or two locomotives followed by a mid train locomotive that is controlled remotely from the lead unit.
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The word locomotive originates from the Latin loco – "from a place", ablative of locus "place", and the Medieval Latin motivus, "causing motion", and is a shortened form of the term locomotive engine,[1] which was first used in 1814[2] to distinguish between self-propelled and stationary steam engines.
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Prior to locomotives, the motive force for railways had been generated by various lower-technology methods such as human power, horse power, gravity or stationary engines that drove cable systems. Few such systems are still in existence today. Locomotives may generate their power from fuel (wood, coal, petroleum or natural gas), or they may take power from an outside source of electricity. It is common to classify locomotives by their source of energy. The common ones include:
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A steam locomotive is a locomotive whose primary power source is a steam engine. The most common form of steam locomotive also contains a boiler to generate the steam used by the engine. The water in the boiler is heated by burning combustible material – usually coal, wood, or oil – to produce steam. The steam moves reciprocating pistons which are connected to the locomotive's main wheels, known as the "drivers". Both fuel and water supplies are carried with the locomotive, either on the locomotive itself or in wagons called "tenders" pulled behind.
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The first full-scale working railway steam locomotive was built by Richard Trevithick in 1802. It was constructed for the Coalbrookdale ironworks in Shropshire in the United Kingdom though no record of it working there has survived.[3] On 21 February 1804, the first recorded steam-hauled railway journey took place as another of Trevithick's locomotives hauled a train from the Pen-y-darren ironworks, in Merthyr Tydfil, to Abercynon in South Wales.[4][5] Accompanied by Andrew Vivian, it ran with mixed success.[6] The design incorporated a number of important innovations including the use of high-pressure steam which reduced the weight of the engine and increased its efficiency.
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In 1812, Matthew Murray's twin-cylinder rack locomotive Salamanca first ran on the edge-railed rack-and-pinion Middleton Railway;[7] this is generally regarded as the first commercially successful locomotive.[8][9] Another well-known early locomotive was Puffing Billy, built 1813–14 by engineer William Hedley for the Wylam Colliery near Newcastle upon Tyne. This locomotive is the oldest preserved, and is on static display in the Science Museum, London. George Stephenson built Locomotion No. 1 for the Stockton and Darlington Railway in the north-east of England, which was the first public steam railway in the world. In 1829, his son Robert built The Rocket in Newcastle-upon-Tyne. Rocket was entered into, and won, the Rainhill Trials. This success led to the company emerging as the pre-eminent early builder of steam locomotives used on railways in the UK, US and much of Europe.[10] The Liverpool and Manchester Railway, built by Stephenson, opened a year later making exclusive use of steam power for passenger and goods trains.
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The steam locomotive remained by far the most common type of locomotive until after World War II.[11]
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Steam locomotives are less efficient than modern diesel and electric locomotives, and a significantly larger workforce is required to operate and service them.[12] British Rail figures showed that the cost of crewing and fuelling a steam locomotive was about two and a half times larger than the cost of supporting an equivalent diesel locomotive, and the daily mileage they could run was lower.[citation needed] Between about 1950 and 1970, the majority of steam locomotives were retired from commercial service and replaced with electric and diesel-electric locomotives.[13][14] While North America transitioned from steam during the 1950s, and continental Europe by the 1970s, in other parts of the world, the transition happened later. Steam was a familiar technology that used widely-available fuels and in low-wage economies did not suffer as wide a cost disparity. It continued to be used in many countries until the end of the 20th century. By the end of the 20th century, almost the only steam power remaining in regular use around the world was on heritage railways.
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Internal combustion locomotives use an internal combustion engine, connected to the driving wheels by a transmission. Typically they keep the engine running at a near-constant speed whether the locomotive is stationary or moving.
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Kerosene locomotives use kerosene as the fuel. They were the world's first oil locomotives, preceding diesel and other oil locomotives by some years.
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The first known kerosene rail vehicle was a draisine built by Gottlieb Daimler in 1887,[15] but this was not technically a locomotive as it carried a payload.
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A kerosene locomotive was built in 1894 by the Priestman Brothers of Kingston upon Hull for use on Hull docks. This locomotive was built using a 12 hp double-acting marine type engine, running at 300 rpm, mounted on a 4-wheel wagon chassis. It was only able to haul one loaded wagon at a time, due to its low power output, and was not a great success.[16] The first successful kerosene locomotive was "Lachesis" built by Richard Hornsby & Sons Ltd. and delivered to Woolwich Arsenal railway in 1896. The company built a series of kerosene locomotives between 1896 and 1903, for use by the British military.
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Petrol locomotives use petrol as their fuel.
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The first commercially successful petrol locomotive was a petrol-mechanical locomotive built by the Maudslay Motor Company in 1902, for the Deptford Cattle Market in London. It was an 80 hp locomotive using a 3-cylinder vertical petrol engine, with a two speed mechanical gearbox.
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The second locomotive was built by F.C. Blake of Kew in January 1903 for the Richmond Main Sewerage Board.[17][18][16]
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In 1916, "Simplex" petrol locomotives built by Motor Rail, with 20-40 hp motors and 4-wheel mechanical transmission began to be used on 600 mm (1 ft 11 5⁄8 in) gauge trench railways on the Western Front. The War Department also ordered 100 larger petrol-electric locomotives from Dick, Kerr & Co. and British Westinghouse, which used a 45 hp Dorman 4JO four-cylinder petrol engine driving a 30 kW DC generator at 1000rpm.[19] Many of the petrol locomotives supplied to the armed forces were sold off as surplus after the end of hostilities, and found work on small industrial railways. Motor Rail continued to develop and manufacture and develop the design, for several decades.
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The most common type of petrol locomotive are petrol-mechanical locomotives, which use mechanical transmission in the form of gearboxes (sometimes in conjunction with chain drives) to deliver the power output of the engine to the driving wheels, in the same way as a car.
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Petrol-electric locomotives are petrol locomotives which use electric transmission to deliver the power output of the engine to the driving wheels. This avoids the need for gearboxes by converting the rotary mechanical force of the engine into electrical energy by a dynamo, and then powering the wheels by multi-speed electric traction motors. This allows for smoother acceleration, as it avoids the need for gear changes, however is more expensive, heavier, and sometimes bulkier than mechanical transmission.
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Diesel locomotives are powered by diesel engines. In the early days of Diesel propulsion development, various transmission systems were employed with varying degrees of success, with electric transmission proving to be the most popular.
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A diesel–mechanical locomotive uses a mechanical transmission to transfer power to the wheels. This type of transmission is generally limited to low-powered, low speed shunting (switching) locomotives, lightweight multiple units and self-propelled railcars. The earliest diesel locomotives were diesel-mechanical.
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The mechanical transmissions used for railroad propulsion are generally more complex and much more robust than standard-road versions. There is usually a fluid coupling interposed between the engine and gearbox, and the gearbox is often of the epicyclic (planetary) type to permit shifting while under load. Various systems have been devised to minimise the break in transmission during gear changing; e.g., the S.S.S. (synchro-self-shifting) gearbox used by Hudswell Clarke. Diesel–mechanical propulsion is limited by the difficulty of building a reasonably sized transmission capable of coping with the power and torque required to move a heavy train.
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In 1906, Rudolf Diesel, Adolf Klose and the steam and diesel engine manufacturer Gebrüder Sulzer founded Diesel-Sulzer-Klose GmbH to manufacture diesel-powered locomotives. The Prussian State Railways ordered a diesel locomotive from the company in 1909. The world's first diesel-powered locomotive (a diesel-mechanical locomotive) was operated in the summer of 1912 on the Winterthur–Romanshorn railway in Switzerland, but was not a commercial success.[20] The locomotive weight was 95 tonnes and the power was 883 kW with a maximum speed of 100 km/h.[21] Small numbers of prototype diesel locomotives were produced in a number of countries through the mid-1920s.
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In a diesel–electric locomotive, the diesel engine drives either an electrical DC generator (generally, less than 3,000 horsepower (2,200 kW) net for traction), or an electrical AC alternator-rectifier (generally 3,000 horsepower (2,200 kW) net or more for traction), the output of which provides power to the traction motors that drive the locomotive. There is no mechanical connection between the diesel engine and the wheels. The vast majority of diesel locomotives today are diesel-electric.
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The important components of diesel–electric propulsion are the diesel engine (also known as the prime mover), the main generator/alternator-rectifier, traction motors (usually with four or six axles), and a control system consisting of the engine governor and electrical or electronic components, including switchgear, rectifiers and other components, which control or modify the electrical supply to the traction motors. In the most elementary case, the generator may be directly connected to the motors with only very simple switchgear.
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Originally, the traction motors and generator were DC machines. Following the development of high-capacity silicon rectifiers in the 1960s, the DC generator was replaced by an alternator using a diode bridge to convert its output to DC. This advance greatly improved locomotive reliability and decreased generator maintenance costs by elimination of the commutator and brushes in the generator. Elimination of the brushes and commutator, in turn, disposed of the possibility of a particularly destructive type of event referred to as a flashover, which could result in immediate generator failure and, in some cases, start an engine room fire.
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In the late 1980s, the development of high-power variable-frequency/variable-voltage (VVVF) drives, or "traction inverters," has allowed the use of polyphase AC traction motors, thus also eliminating the motor commutator and brushes. The result is a more efficient and reliable drive that requires relatively little maintenance and is better able to cope with overload conditions that often destroyed the older types of motors.
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In 1914, Hermann Lemp, a General Electric electrical engineer, developed and patented a reliable direct current electrical control system (subsequent improvements were also patented by Lemp).[22] Lemp's design used a single lever to control both engine and generator in a coordinated fashion, and was the prototype for all diesel–electric locomotive control. In 1917–18, GE produced three experimental diesel–electric locomotives using Lemp's control design.[23] In 1924, a diesel-electric locomotive (Eel2 original number Юэ 001/Yu-e 001) started operations. It had been designed by a team led by Yuri Lomonosov and built 1923–1924 by Maschinenfabrik Esslingen in Germany. It had 5 driving axles (1'E1'). After several test rides, it hauled trains for almost three decades from 1925 to 1954.[24] It was the world's first functional diesel locomotive.
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Diesel–hydraulic locomotives use one or more torque converters, in combination with gears, with a mechanical final drive to convey the power from the diesel engine to the wheels.
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Hydrokinetic transmission (also called hydrodynamic transmission) uses a torque converter. A torque converter consists of three main parts, two of which rotate, and one (the stator) that has a lock preventing backwards rotation and adding output torque by redirecting the oil flow at low output RPM. All three main parts are sealed in an oil-filled housing. To match engine speed to load speed over the entire speed range of a locomotive some additional method is required to give sufficient range. One method is to follow the torque converter with a mechanical gearbox which switches ratios automatically, similar to an automatic transmission on a car. Another method is to provide several torque converters each with a range of variability covering part of the total required; all the torque converters are mechanically connected all the time, and the appropriate one for the speed range required is selected by filling it with oil and draining the others. The filling and draining is carried out with the transmission under load, and results in very smooth range changes with no break in the transmitted power.
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The main worldwide user of main-line hydraulic transmissions was the Federal Republic of Germany, with designs including the 1950s DB class V 200, and the 1960 and 1970s DB Class V 160 family. British Rail introduced a number of diesel hydraulic designs during it 1955 Modernisation Plan, initially license built versions of German designs. In Spain RENFE used high power to weight ratio twin engined German designs to haul high speed trains from the 1960s to 1990s. (see RENFE Classes 340, 350, 352, 353, 354).
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Hydrostatic drive systems have also been applied to rail use, for example 350 to 750 hp (260 to 560 kW) shunting locomotives by CMI Group (Belgium),[25] and 4 to 12 tonne 35 to 58 kW (47 to 78 hp) industrial locomotives by Atlas Copco subsidiary GIA.[26] Hydrostatic drives are also used in railway maintenance machines such as tampers and rail grinders.[27]
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A gas turbine locomotive is an internal combustion engine locomotive consisting of a gas turbine. ICE engines require a transmission to power the wheels. The engine must be allowed to continue to run when the locomotive is stopped.
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Gas turbine-mechanical locomotives, use a mechanical transmission to deliver the power output of gas turbines to the wheels. A gas turbine locomotive was patented in 1861 by Marc Antoine Francois Mennons (British patent no. 1633).[28] There is no evidence that the locomotive was actually built but the design includes the essential features of gas turbine locomotives built in the 20th century, including compressor, combustion chamber, turbine and air pre-heater. In 1952, Renault delivered a prototype four-axle 1150 hp gas-turbine-mechanical locomotive fitted with the Pescara "free turbine" gas- and compressed-air producing system, rather than a co-axial multi-stage compressor integral to the turbine. This model was succeeded by a pair of six-axle 2400 hp locomotives with two turbines and Pescara feeds in 1959. Several similar locomotives were built in USSR by Kharkov Locomotive Works.[29]
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Gas turbine-electric locomotives, use a gas turbine to drive an electrical generator or alternator which produced electric current powers the traction motor which drive the wheels. In 1939 the Swiss Federal Railways ordered Am 4/6, a GTEL with a 1,620 kW (2,170 hp) of maximum engine power from Brown Boveri. It was completed in 1941, and then underwent testing before entering regular service. The Am 4/6 was the first gas turbine – electric locomotive. British Rail 18000 was built by Brown Boveri and delivered in 1949. British Rail 18100 was built by Metropolitan-Vickers and delivered in 1951. A third locomotive, the British Rail GT3, was constructed in 1961. Union Pacific ran a large fleet of turbine-powered freight locomotives starting in the 1950s.[30] These were widely used on long-haul routes, and were cost-effective despite their poor fuel economy due to their use of "leftover" fuels from the petroleum industry. At their height the railroad estimated that they powered about 10% of Union Pacific's freight trains, a much wider use than any other example of this class.
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A gas turbine offers some advantages over a piston engine. There are few moving parts, decreasing the need for lubrication and potentially reducing maintenance costs, and the power-to-weight ratio is much higher. A turbine of a given power output is also physically smaller than an equally powerful piston engine, allowing a locomotive to be very powerful without being inordinately large. However, a turbine's power output and efficiency both drop dramatically with rotational speed, unlike a piston engine, which has a comparatively flat power curve. This makes GTEL systems useful primarily for long-distance high-speed runs. Additional problems with gas turbine-electric locomotives included that they were very noisy.
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[31]
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An electric locomotive is a locomotive powered only by electricity. Electricity is supplied to moving trains with a (nearly) continuous conductor running along the track that usually takes one of three forms: an overhead line, suspended from poles or towers along the track or from structure or tunnel ceilings; a third rail mounted at track level; or an onboard battery. Both overhead wire and third-rail systems usually use the running rails as the return conductor but some systems use a separate fourth rail for this purpose. The type of electrical power used is either direct current (DC) or alternating current (AC).
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Various collection methods exist: a trolley pole, which is a long flexible pole that engages the line with a wheel or shoe; a bow collector, which is a frame that holds a long collecting rod against the wire; a pantograph, which is a hinged frame that holds the collecting shoes against the wire in a fixed geometry; or a contact shoe, which is a shoe in contact with the third rail. Of the three, the pantograph method is best suited for high-speed operation.
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Electric locomotives almost universally use axle-hung traction motors, with one motor for each powered axle. In this arrangement, one side of the motor housing is supported by plain bearings riding on a ground and polished journal that is integral to the axle. The other side of the housing has a tongue-shaped protuberance that engages a matching slot in the truck (bogie) bolster, its purpose being to act as a torque reaction device, as well as a support. Power transfer from motor to axle is effected by spur gearing, in which a pinion on the motor shaft engages a bull gear on the axle. Both gears are enclosed in a liquid-tight housing containing lubricating oil. The type of service in which the locomotive is used dictates the gear ratio employed. Numerically high ratios are commonly found on freight units, whereas numerically low ratios are typical of passenger engines.
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Electricity is typically generated in large and relatively efficient generating stations, transmitted to the railway network and distributed to the trains. Some electric railways have their own dedicated generating stations and transmission lines but most purchase power from an electric utility. The railway usually provides its own distribution lines, switches and transformers.
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Electric locomotives usually cost 20% less than diesel locomotives, their maintenance costs are 25-35% lower, and cost up to 50% less to run. [32]
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The earliest systems were DC systems. The first electric passenger train was presented by Werner von Siemens at Berlin in 1879. The locomotive was driven by a 2.2 kW, series-wound motor, and the train, consisting of the locomotive and three cars, reached a speed of 13 km/h. During four months, the train carried 90,000 passengers on a 300-metre-long (984 feet) circular track. The electricity (150 V DC) was supplied through a third insulated rail between the tracks. A contact roller was used to collect the electricity. The world's first electric tram line opened in Lichterfelde near Berlin, Germany, in 1881. It was built by Werner von Siemens (see Gross-Lichterfelde Tramway and Berlin Straßenbahn). The Volk's Electric Railway opened in 1883 in Brighton, and is the oldest surviving electric railway. Also in 1883, Mödling and Hinterbrühl Tram opened near Vienna in Austria. It was the first in the world in regular service powered from an overhead line. Five years later, in the U.S. electric trolleys were pioneered in 1888 on the Richmond Union Passenger Railway, using equipment designed by Frank J. Sprague.[33]
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The first electrically-worked underground line was the City and South London Railway, prompted by a clause in its enabling act prohibiting use of steam power.[34] It opened in 1890, using electric locomotives built by Mather and Platt. Electricity quickly became the power supply of choice for subways, abetted by the Sprague's invention of multiple-unit train control in 1897.
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The first use of electrification on a main line was on a four-mile stretch of the Baltimore Belt Line of the Baltimore and Ohio Railroad (B&O) in 1895 connecting the main portion of the B&O to the new line to New York through a series of tunnels around the edges of Baltimore's downtown. Three Bo+Bo units were initially used, at the south end of the electrified section; they coupled onto the locomotive and train and pulled it through the tunnels.[35]
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DC was used on earlier systems. These systems were gradually replaced by AC. Today, almost all main-line railways use AC systems. DC systems are confined mostly to urban transit such as metro systems, light rail and trams, where power requirement is less.
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The first practical AC electric locomotive was designed by Charles Brown, then working for Oerlikon, Zürich. In 1891, Brown had demonstrated long-distance power transmission, using three-phase AC, between a hydro-electric plant at Lauffen am Neckar and Frankfurt am Main West, a distance of 280 km. Using experience he had gained while working for Jean Heilmann on steam-electric locomotive designs, Brown observed that three-phase motors had a higher power-to-weight ratio than DC motors and, because of the absence of a commutator, were simpler to manufacture and maintain.[36] However, they were much larger than the DC motors of the time and could not be mounted in underfloor bogies: they could only be carried within locomotive bodies.[37]
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In 1894, Hungarian engineer Kálmán Kandó developed a new type 3-phase asynchronous electric drive motors and generators for electric locomotives.
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Kandó's early 1894 designs were first applied in a short three-phase AC tramway in Evian-les-Bains (France), which was constructed between 1896 and 1898.[38][39][40][41][42] In 1918,[43] Kandó invented and developed the rotary phase converter, enabling electric locomotives to use three-phase motors whilst supplied via a single overhead wire, carrying the simple industrial frequency (50 Hz) single phase AC of the high voltage national networks.[44]
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In 1896, Oerlikon installed the first commercial example of the system on the Lugano Tramway. Each 30-tonne locomotive had two 110 kW (150 hp) motors run by three-phase 750 V 40 Hz fed from double overhead lines. Three-phase motors run at constant speed and provide regenerative braking, and are well suited to steeply graded routes, and the first main-line three-phase locomotives were supplied by Brown (by then in partnership with Walter Boveri) in 1899 on the 40 km Burgdorf—Thun line, Switzerland. The first implementation of industrial frequency single-phase AC supply for locomotives came from Oerlikon in 1901, using the designs of Hans Behn-Eschenburg and Emil Huber-Stockar; installation on the Seebach-Wettingen line of the Swiss Federal Railways was completed in 1904. The 15 kV, 50 Hz 345 kW (460 hp), 48 tonne locomotives used transformers and rotary converters to power DC traction motors.[45]
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Italian railways were the first in the world to introduce electric traction for the entire length of a main line rather than just a short stretch. The 106 km Valtellina line was opened on 4 September 1902, designed by Kandó and a team from the Ganz works.[46][44] The electrical system was three-phase at 3 kV 15 Hz. The voltage was significantly higher than used earlier and it required new designs for electric motors and switching devices.[47][48] The three-phase two-wire system was used on several railways in Northern Italy and became known as "the Italian system". Kandó was invited in 1905 to undertake the management of Società Italiana Westinghouse and led the development of several Italian electric locomotives.[47]
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A battery-electric locomotive (or battery locomotive) is an electric locomotive powered by on-board batteries; a kind of battery electric vehicle.
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Such locomotives are used where a conventional diesel or electric locomotive would be unsuitable. An example is maintenance trains on electrified lines when the electricity supply is turned off. Another use is in industrial facilities where a combustion-powered locomotive (i.e., steam- or diesel-powered) could cause a safety issue due to the risks of fire, explosion or fumes in a confined space. Battery locomotives are preferred for mines where gas could be ignited by trolley-powered units arcing at the collection shoes, or where electrical resistance could develop in the supply or return circuits, especially at rail joints, and allow dangerous current leakage into the ground.[49]
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The first known electric locomotive was built in 1837 by chemist Robert Davidson of Aberdeen, and it was powered by galvanic cells (batteries). Davidson later built a larger locomotive named Galvani, exhibited at the Royal Scottish Society of Arts Exhibition in 1841. The seven-ton vehicle had two direct-drive reluctance motors, with fixed electromagnets acting on iron bars attached to a wooden cylinder on each axle, and simple commutators. It hauled a load of six tons at four miles per hour (6 kilometers per hour) for a distance of one and a half miles (2.4 kilometres). It was tested on the Edinburgh and Glasgow Railway in September of the following year, but the limited power from batteries prevented its general use.[50][51][52]
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Another example was at the Kennecott Copper Mine, Latouche, Alaska, where in 1917 the underground haulage ways were widened to enable working by two battery locomotives of 4 1⁄2 tons.[53] In 1928, Kennecott Copper ordered four 700-series electric locomotives with on-board batteries. These locomotives weighed 85 tons and operated on 750-volt overhead trolley wire with considerable further range whilst running on batteries.[54] The locomotives provided several decades of service using Nickel-iron battery (Edison) technology. The batteries were replaced with lead-acid batteries, and the locomotives were retired shortly afterward. All four locomotives were donated to museums, but one was scrapped. The others can be seen at the Boone and Scenic Valley Railroad, Iowa, and at the Western Railway Museum in Rio Vista, California. The Toronto Transit Commission previously operated a battery electric locomotive built by Nippon-Sharyo in 1968 and retired in 2009.[55]
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London Underground regularly operates battery-electric locomotives for general maintenance work.
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In the 1960s, development of very high-speed service brought further electrification. The Japanese Shinkansen and the French TGV were the first systems for which devoted high-speed lines were built from scratch. Similar programs were undertaken in Italy, Germany and Spain; and many countries around the world. Railway electrification has constantly increased in the past decades, and as of 2012, electrified tracks account for nearly one third of total tracks globally.[56]
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In comparison to the principal alternative, the diesel engine, electric railways offer substantially better energy efficiency, lower emissions and lower operating costs. Electric locomotives are also usually quieter, more powerful, and more responsive and reliable than diesels.
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They have no local emissions, an important advantage in tunnels and urban areas. Some electric traction systems provide regenerative braking that turns the train's kinetic energy back into electricity and returns it to the supply system to be used by other trains or the general utility grid. While diesel locomotives burn petroleum, electricity can be generated from diverse sources including renewable energy.
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Steam-diesel hybrid locomotives can use steam generated from a boiler or diesel to power a piston engine. The Cristiani Compressed Steam System used a diesel engine to power a compressor to drive and recirculate steam produced by a boiler; effectively using steam as the power transmission medium, with the diesel engine being the prime mover[57]
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In the 1940s, diesel locomotives began to displace steam power on American railroads. Following the end of World War II, diesel power began to appear on railroads in many countries. The significantly better economics of diesel operation triggered a dash to diesel power, a process known as Dieselization. By the late 1990s, only heritage railways continued to operate steam locomotives in most countries.
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Diesel locomotives require considerably less maintenance than steam, with a corresponding reduction in the number of personnel needed to keep the fleet in service. The best steam locomotives spent an average of three to five days per month in the shop for routine maintenance and running repairs.[citation needed] Heavy overhauls were frequent, often involving removal of the boiler from the frame for major repairs. In contrast, a typical diesel locomotive requires no more than eight to ten hours of maintenance per month (maintenance intervals are 92 days or 184 days, depending upon a locomotive's age),[citation needed] and may run for decades between major overhauls.[citation needed] Diesel units do not pollute as much as steam trains;[citation needed] modern units produce low levels of exhaust emissions.
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In the early 1950s, Dr. Lyle Borst of the University of Utah was given funding by various US railroad line and manufacturers to study the feasibility of an electric-drive locomotive, in which an onboard atomic reactor produced the steam to generate the electricity. At that time, atomic power was not fully understood; Borst believed the major stumbling block was the price of uranium. With the Borst atomic locomotive, the center section would have a 200-ton reactor chamber and steel walls 5 feet thick to prevent releases of radioactivity in case of accidents. He estimated a cost to manufacture atomic locomotives with 7000 h.p. engines at approximately $1,200,000 each.[58] Consequently, trains with onboard nuclear generators were generally deemed unfeasible due to prohibitive costs.
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In 2002, the first 3.6 tonne, 17 kW hydrogen (fuel cell) -powered mining locomotive was demonstrated in Val-d'Or, Quebec. In 2007 the educational mini-hydrail in Kaohsiung, Taiwan went into service. The Railpower GG20B finally is another example of a fuel cell-electric locomotive.
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There are many different types of hybrid or dual-mode locomotives using two or more types of motive power. The most common hybrids are electro-diesel locomotives powered either from an electricity supply or else by an onboard diesel engine. These are used to provide continuous journeys along routes that are only partly electrified. Examples include the EMD FL9 and Bombardier ALP-45DP
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There are three main uses of locomotives in rail transport operations: for hauling passenger trains, freight trains, and for switching (UK English: shunting).
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Freight locomotives are normally designed to deliver high starting tractive effort and high sustained power. This allows them to start and move heavy trains, but usually comes at the cost of relatively low maximum speeds. Passenger locomotives usually develop lower starting tractive effort but are able to operate at the high speeds required to maintain passenger schedules. Mixed traffic locomotives (US English: general purpose or road switcher locomotives) do not develop as much starting tractive effort as a freight locomotive but are able to haul heavier trains than a passenger engine.
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Most steam locomotives have reciprocating engines, with pistons coupled to the driving wheels by means of connecting rods, with no intervening gearbox. This means the combination of starting tractive effort and maximum speed is greatly influenced by the diameter of the driving wheels. Steam locomotives intended for freight service generally have smaller diameter driving wheels than passenger locomotives.
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In diesel-electric and electric locomotives the control system between the traction motors and axles adapts the power output to the rails for freight or passenger service. Passenger locomotives may include other features, such as head-end power (also referred to as hotel power or electric train supply) or a steam generator.
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Some locomotives are designed specifically to work steep grade railways, and feature extensive additional braking mechanisms and sometimes rack and pinion. Steam locomotives built for steep rack and pinion railways frequently have the boiler tilted relative to the locomotive frame, so that the boiler remains roughly level on steep grades.
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Locomotives are also used on some High-speed trains: All TGV, many AVE, some KTX and the now-retired ICE 2 and ICE 1 trains all use locomotives, which may also be known as power cars. Using power cars easily allows for a high ride quality and less electrical equipment, [59] but when compared with electric multiple units, they also offer lower acceleration and higher axle weights (for the power cars) The KTX-II and ICE 1 use a mixture of electric multiple units and power cars.
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Locomotives occasionally work in a specific role, such as:
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The wheel arrangement of a locomotive describes how many wheels it has; common methods include the AAR wheel arrangement, UIC classification, and Whyte notation systems.
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In the second half of the twentieth century remote control locomotives started to enter service in switching operations, being remotely controlled by an operator outside of the locomotive cab.
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The main benefit is one operator can control the loading of grain, coal, gravel, etc. into the cars. In addition, the same operator can move the train as needed. Thus, the locomotive is loaded or unloaded in about a third of the time.[citation needed]
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There are a few basic reasons to isolate locomotive train power, as compared to self-propelled trains.[60]
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There are several advantages of multiple unit (MU) trains compared to locomotives.
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Locomotives have been a subject for collectors' coins and medals. One of the most famous[citation needed] and recent[when?] ones is the 25 Euro 150 Years Semmering Alpine Railway commemorative coin. The obverse shows two locomotives: a historical and a modern one. This represents the technical development in locomotive construction between the years 1854 and 2004. The upper half depicts the “Taurus”, a high performance locomotive. The lower half depicts the first functional Alpine locomotive, the Engerth; constructed by Wilhelm Freiherr von Engerth.[citation needed]
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Media related to Locomotives at Wikimedia Commons
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Computer software, or simply software, is a collection of data or computer instructions that tell the computer how to work. This is in contrast to physical hardware, from which the system is built and actually performs the work. In computer science and software engineering, computer software is all information processed by computer systems, programs and data. Computer software includes computer programs, libraries and related non-executable data, such as online documentation or digital media. Computer hardware and software require each other and neither can be realistically used on its own.
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At the lowest programming level,[clarification needed] executable code consists of machine language instructions supported by an individual processor—typically a central processing unit (CPU) or a graphics processing unit (GPU). A machine language consists of groups of binary values signifying processor instructions that change the state of the computer from its preceding state. For example, an instruction may change the value stored in a particular storage location in the computer—an effect that is not directly observable to the user. An instruction may also invoke one of many input or output operations, for example displaying some text on a computer screen; causing state changes which should be visible to the user. The processor executes the instructions in the order they are provided, unless it is instructed to "jump" to a different instruction, or is interrupted by the operating system. As of 2015[update], most personal computers, smartphone devices and servers have processors with multiple execution units or multiple processors performing computation together, and computing has become a much more concurrent activity than in the past.
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The majority of software is written in high-level programming languages. They are easier and more efficient for programmers because they are closer to natural languages than machine languages.[1] High-level languages are translated into machine language using a compiler or an interpreter or a combination of the two. Software may also be written in a low-level assembly language, which has strong correspondence to the computer's machine language instructions and is translated into machine language using an assembler.
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An outline (algorithm) for what would have been the first piece of software was written by Ada Lovelace in the 19th century, for the planned Analytical Engine.[2] She created proofs to show how the engine would calculate Bernoulli Numbers.[2] Because of the proofs and the algorithm, she is considered the first computer programmer.[3][4]
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The first theory about software—prior to the creation of computers as we know them today—was proposed by Alan Turing in his 1935 essay On Computable Numbers, with an Application to the Entscheidungsproblem (decision problem).
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This eventually led to the creation of the academic fields of computer science and software engineering; Both fields study software and its creation. Computer science is the theoretical study of computer and software (Turing's essay is an example of computer science), whereas software engineering is the application of engineering and development of software.
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However, prior to 1946, software was not yet the programs stored in the memory of stored-program digital computers, as we now understand it. The first electronic computing devices were instead rewired in order to "reprogram" them.
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In 2000, Fred Shapiro, a librarian at the Yale Law School, published a letter revealing that John Wilder Tukey's 1958 paper "The Teaching of Concrete Mathematics"[5][6] contained the earliest known usage of the term "software" found in a search of JSTOR's electronic archives, predating the OED's citation by two years.[7] This led many to credit Tukey with coining the term, particularly in obituaries published that same year,[8] although Tukey never claimed credit for any such coinage. In 1995, Paul Niquette claimed he had originally coined the term in October 1953, although he could not find any documents supporting his claim.[9] The earliest known publication of the term "software" in an engineering context was in August 1953 by Richard R. Carhart, in a Rand Corporation Research Memorandum.[10]
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On virtually all computer platforms, software can be grouped into a few broad categories.
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Based on the goal, computer software can be divided into:
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Programming tools are also software in the form of programs or applications that software developers (also known as
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programmers, coders, hackers or software engineers) use to create, debug, maintain (i.e. improve or fix), or otherwise support software.
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Software is written in one or more programming languages; there are many programming languages in existence, and each has at least one implementation, each of which consists of its own set of programming tools. These tools may be relatively self-contained programs such as compilers, debuggers, interpreters, linkers, and text editors, that can be combined together to accomplish a task; or they may form an integrated development environment (IDE), which combines much or all of the functionality of such self-contained tools. IDEs may do this by either invoking the relevant individual tools or by re-implementing their functionality in a new way. An IDE can make it easier to do specific tasks, such as searching in files in a particular project. Many programming language implementations provide the option of using both individual tools or an IDE.
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Users often see things differently from programmers. People who use modern general purpose computers (as opposed to embedded systems, analog computers and supercomputers) usually see three layers of software performing a variety of tasks: platform, application, and user software.
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Computer software has to be "loaded" into the computer's storage (such as the hard drive or memory). Once the software has loaded, the computer is able to execute the software. This involves passing instructions from the application software, through the system software, to the hardware which ultimately receives the instruction as machine code. Each instruction causes the computer to carry out an operation—moving data, carrying out a computation, or altering the control flow of instructions.
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Data movement is typically from one place in memory to another. Sometimes it involves moving data between memory and registers which enable high-speed data access in the CPU. Moving data, especially large amounts of it, can be costly. So, this is sometimes avoided by using "pointers" to data instead. Computations include simple operations such as incrementing the value of a variable data element. More complex computations may involve many operations and data elements together.
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Software quality is very important, especially for commercial and system software like Microsoft Office, Microsoft Windows and Linux. If software is faulty (buggy), it can delete a person's work, crash the computer and do other unexpected things. Faults and errors are called "bugs" which are often discovered during alpha and beta testing. Software is often also a victim to what is known as software aging, the progressive performance degradation resulting from a combination of unseen bugs.
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Many bugs are discovered and eliminated (debugged) through software testing. However, software testing rarely—if ever—eliminates every bug; some programmers say that "every program has at least one more bug" (Lubarsky's Law).[13] In the waterfall method of software development, separate testing teams are typically employed, but in newer approaches, collectively termed agile software development, developers often do all their own testing, and demonstrate the software to users/clients regularly to obtain feedback. Software can be tested through unit testing, regression testing and other methods, which are done manually, or most commonly, automatically, since the amount of code to be tested can be quite large. For instance, NASA has extremely rigorous software testing procedures for many operating systems and communication functions. Many NASA-based operations interact and identify each other through command programs. This enables many people who work at NASA to check and evaluate functional systems overall. Programs containing command software enable hardware engineering and system operations to function much easier together.
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The software's license gives the user the right to use the software in the licensed environment, and in the case of free software licenses, also grants other rights such as the right to make copies.
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Proprietary software can be divided into two types:
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Open-source software, on the other hand, comes with a free software license, granting the recipient the rights to modify and redistribute the software.
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Software patents, like other types of patents, are theoretically supposed to give an inventor an exclusive, time-limited license for a detailed idea (e.g. an algorithm) on how to implement a piece of software, or a component of a piece of software. Ideas for useful things that software could do, and user requirements, are not supposed to be patentable, and concrete implementations (i.e. the actual software packages implementing the patent) are not supposed to be patentable either—the latter are already covered by copyright, generally automatically. So software patents are supposed to cover the middle area, between requirements and concrete implementation. In some countries, a requirement for the claimed invention to have an effect on the physical world may also be part of the requirements for a software patent to be held valid—although since all useful software has effects on the physical world, this requirement may be open to debate. Meanwhile, American copyright law was applied to various aspects of the writing of the software code.[14]
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Software patents are controversial in the software industry with many people holding different views about them. One of the sources of controversy is that the aforementioned split between initial ideas and patent does not seem to be honored in practice by patent lawyers—for example the patent for Aspect-Oriented Programming (AOP), which purported to claim rights over any programming tool implementing the idea of AOP, howsoever implemented. Another source of controversy is the effect on innovation, with many distinguished experts and companies arguing that software is such a fast-moving field that software patents merely create vast additional litigation costs and risks, and actually retard innovation. In the case of debates about software patents outside the United States, the argument has been made that large American corporations and patent lawyers are likely to be the primary beneficiaries of allowing or continue to allow software patents.
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Design and implementation of software varies depending on the complexity of the software. For instance, the design and creation of Microsoft Word took much more time than designing and developing Microsoft Notepad because the latter has much more basic functionality.
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Software is usually designed and created (aka coded/written/programmed) in integrated development environments (IDE) like Eclipse, IntelliJ and Microsoft Visual Studio that can simplify the process and compile the software (if applicable). As noted in a different section, software is usually created on top of existing software and the application programming interface (API) that the underlying software provides like GTK+, JavaBeans or Swing. Libraries (APIs) can be categorized by their purpose. For instance, the Spring Framework is used for implementing enterprise applications, the Windows Forms library is used for designing graphical user interface (GUI) applications like Microsoft Word, and Windows Communication Foundation is used for designing web services. When a program is designed, it relies upon the API. For instance, a Microsoft Windows desktop application might call API functions in the .NET Windows Forms library like Form1.Close() and Form1.Show()[15] to close or open the application. Without these APIs, the programmer needs to write these functionalities entirely themselves. Companies like Oracle and Microsoft provide their own APIs so that many applications are written using their software libraries that usually have numerous APIs in them.
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Data structures such as hash tables, arrays, and binary trees, and algorithms such as quicksort, can be useful for creating software.
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Computer software has special economic characteristics that make its design, creation, and distribution different from most other economic goods.[specify][16][17]
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A person who creates software is called a programmer, software engineer or software developer, terms that all have a similar meaning. More informal terms for programmer also exist such as "coder" and "hacker" – although use of the latter word may cause confusion, because it is more often used to mean someone who illegally breaks into computer systems.
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A great variety of software companies and programmers in the world comprise a software industry. Software can be quite a profitable industry: Bill Gates, the co-founder of Microsoft was the richest person in the world in 2009, largely due to his ownership of a significant number of shares in Microsoft, the company responsible for Microsoft Windows and Microsoft Office software products - both market leaders in their respective product categories.
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Non-profit software organizations include the Free Software Foundation, GNU Project and the Mozilla Foundation. Software standard organizations like the W3C, IETF develop recommended software standards such as XML, HTTP and HTML, so that software can interoperate through these standards.
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Other well-known large software companies include Google, IBM, TCS, Infosys, Wipro, HCL Technologies, Oracle, Novell, SAP, Symantec, Adobe Systems, Sidetrade and Corel, while small companies often provide innovation.
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en/3488.html.txt
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Free software, or libre software,[1][2] is computer software distributed under terms that allow users to run the software for any purpose as well as to study, change, and distribute it and any adapted versions.[3][4][5][6][7] Free software is a matter of liberty, not price: users—individually or in cooperation with computer programmers—are free to do what they want with their copies of a free software (including profiting from them) regardless of how much is paid to obtain the program.[8][2] Computer programs are deemed free if they give users (not just the developer) ultimate control over the software and, subsequently, over their devices.[5][9]
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The right to study and modify a computer program entails that source code—the preferred format for making changes—be made available to users of that program. While this is often called "access to source code" or "public availability", the Free Software Foundation recommends against thinking in those terms,[10] because it might give the impression that users have an obligation (as opposed to a right) to give non-users a copy of the program.
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Although the term "free software" had already been used loosely in the past,[11] Richard Stallman is credited with tying it to the sense under discussion and starting the free-software movement in 1983, when he launched the GNU Project: a collaborative effort to create a freedom-respecting operating system, and to revive the spirit of cooperation once prevalent among hackers during the early days of computing.[12][13]
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Free software thus differs from:
|
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For software under the purview of copyright to be free, it must carry a software license whereby the author grants users the aforementioned rights. Software that is not covered by copyright law, such as software in the public domain, is free as long as the source code is in the public domain too, or otherwise available without restrictions.
|
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Proprietary software uses restrictive software licences or EULAs and usually does not provide users with the source code. Users are thus legally or technically prevented from changing the software, and this results on reliance on the publisher to provide updates, help, and support. (See also vendor lock-in and abandonware). Users often may not reverse engineer, modify, or redistribute proprietary software.[15][16] Beyond copyright law, contracts and lack of source code, there can exist additional obstacles keeping users from exercising freedom over a piece of software, such as software patents and digital rights management (more specifically, tivoization).[17]
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Free software can be a for-profit, commercial activity or not. Some free software is developed by volunteer computer programmers while other is developed by corporations; or even by both.[18][8]
|
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Although both definitions refer to almost equivalent corpora of programs, the Free Software Foundation recommends using the term "free software" rather than "open-source software" (a younger vision coined in 1998), because the goals and messaging are quite dissimilar. "Open source" and its associated campaign mostly focus on the technicalities of the public development model and marketing free software to businesses, while taking the ethical issue of user rights very lightly or even antagonistically.[19] Stallman has also stated that considering the practical advantages of free software is like considering the practical advantages of not being handcuffed, in that it is not necessary for an individual to consider practical reasons in order to realize that being handcuffed is undesirable in itself.[20]
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The FSF also notes that "Open Source" has exactly one specific meaning in common English, namely that "you can look at the source code." It states that while the term "Free Software" can lead to two different interpretations, at least one of them is consistent with the intended meaning unlike the term "Open Source".[a] The loan adjective "libre" is often used to avoid the ambiguity of the word "free" in English language, and the ambiguity with the older usage of "free software" as public-domain software.[11] See Gratis versus libre.
|
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The first formal definition of free software was published by FSF in February 1986.[21] That definition, written by Richard Stallman, is still maintained today and states that software is free software if people who receive a copy of the software have the following four freedoms.[22][23] The numbering begins with zero, not only as a spoof on the common usage of zero-based numbering in programming languages, but also because "Freedom 0" was not initially included in the list, but later added first in the list as it was considered very important.
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Freedoms 1 and 3 require source code to be available because studying and modifying software without its source code can range from highly impractical to nearly impossible.
|
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Thus, free software means that computer users have the freedom to cooperate with whom they choose, and to control the software they use. To summarize this into a remark distinguishing libre (freedom) software from gratis (zero price) software, the Free Software Foundation says: "Free software is a matter of liberty, not price. To understand the concept, you should think of 'free' as in 'free speech', not as in 'free beer'".[22] See Gratis versus libre.
|
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In the late 1990s, other groups published their own definitions that describe an almost identical set of software. The most notable are Debian Free Software Guidelines published in 1997,[24] and the Open Source Definition, published in 1998.
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The BSD-based operating systems, such as FreeBSD, OpenBSD, and NetBSD, do not have their own formal definitions of free software. Users of these systems generally find the same set of software to be acceptable, but sometimes see copyleft as restrictive. They generally advocate permissive free-software licenses, which allow others to use the software as they wish, without being legally forced to provide the source code. Their view is that this permissive approach is more free. The Kerberos, X11, and Apache software licenses are substantially similar in intent and implementation.
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There are thousands of free applications and many operating systems available on the Internet. Users can easily download and install those applications via a package manager that comes included with most Linux distributions.
|
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The Free Software Directory maintains a large database of free-software packages. Some of the best-known examples include the Linux kernel, the BSD and Linux operating systems, the GNU Compiler Collection and C library; the MySQL relational database; the Apache web server; and the Sendmail mail transport agent. Other influential examples include the Emacs text editor; the GIMP raster drawing and image editor; the X Window System graphical-display system; the LibreOffice office suite; and the TeX and LaTeX typesetting systems.
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Kscreen-krunner.png
|
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KDE Plasma desktop on Debian.
|
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Captura de pagina de manual de OpenSSL.png
|
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OpenSSL's manual page.
|
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+
BgeCarSc.jpg
|
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+
Creating a 3D car racing game using the Blender Game Engine
|
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Replicant 4.0 on NexusS.png
|
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+
Replicant smartphone, an Android-based system that is 100% free software.
|
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+
Libreoffice 5.3 writer MUFFIN interface.png
|
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Libreoffice is a free multi-platform office suite.
|
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+
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From the 1950s up until the early 1970s, it was normal for computer users to have the software freedoms associated with free software, which was typically public-domain software.[11] Software was commonly shared by individuals who used computers and by hardware manufacturers who welcomed the fact that people were making software that made their hardware useful. Organizations of users and suppliers, for example, SHARE, were formed to facilitate exchange of software. As software was often written in an interpreted language such as BASIC, the source code was distributed to use these programs. Software was also shared and distributed as printed source code (Type-in program) in computer magazines (like Creative Computing, SoftSide, Compute!, Byte etc) and books, like the bestseller BASIC Computer Games.[25] By the early 1970s, the picture changed: software costs were dramatically increasing, a growing software industry was competing with the hardware manufacturer's bundled software products (free in that the cost was included in the hardware cost), leased machines required software support while providing no revenue for software, and some customers able to better meet their own needs did not want the costs of "free" software bundled with hardware product costs. In United States vs. IBM, filed January 17, 1969, the government charged that bundled software was anti-competitive.[26] While some software might always be free, there would henceforth be a growing amount of software produced primarily for sale. In the 1970s and early 1980s, the software industry began using technical measures (such as only distributing binary copies of computer programs) to prevent computer users from being able to study or adapt the software applications as they saw fit. In 1980, copyright law was extended to computer programs.
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In 1983, Richard Stallman, one of the original authors of the popular Emacs program and a longtime member of the hacker community at the MIT Artificial Intelligence Laboratory, announced the GNU project, the purpose of which was to produce a completely non-proprietary Unix-compatible operating system, saying that he had become frustrated with the shift in climate surrounding the computer world and its users. In his initial declaration of the project and its purpose, he specifically cited as a motivation his opposition to being asked to agree to non-disclosure agreements and restrictive licenses which prohibited the free sharing of potentially profitable in-development software, a prohibition directly contrary to the traditional hacker ethic. Software development for the GNU operating system began in January 1984, and the Free Software Foundation (FSF) was founded in October 1985. He developed a free software definition and the concept of "copyleft", designed to ensure software freedom for all.
|
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Some non-software industries are beginning to use techniques similar to those used in free software development for their research and development process; scientists, for example, are looking towards more open development processes, and hardware such as microchips are beginning to be developed with specifications released under copyleft licenses (see the OpenCores project, for instance). Creative Commons and the free-culture movement have also been largely influenced by the free software movement.
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In 1983, Richard Stallman, longtime member of the hacker community at the MIT Artificial Intelligence Laboratory, announced the GNU project, saying that he had become frustrated with the effects of the change in culture of the computer industry and its users.[27] Software development for the GNU operating system began in January 1984, and the Free Software Foundation (FSF) was founded in October 1985. An article outlining the project and its goals was published in March 1985 titled the GNU Manifesto. The manifesto included significant explanation of the GNU philosophy, Free Software Definition and "copyleft" ideas.
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The Linux kernel, started by Linus Torvalds, was released as freely modifiable source code in 1991. The first licence was a proprietary software licence. However, with version 0.12 in February 1992, he relicensed the project under the GNU General Public License.[28] Much like Unix, Torvalds' kernel attracted the attention of volunteer programmers.
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FreeBSD and NetBSD (both derived from 386BSD) were released as free software when the USL v. BSDi lawsuit was settled out of court in 1993. OpenBSD forked from NetBSD in 1995. Also in 1995, The Apache HTTP Server, commonly referred to as Apache, was released under the Apache License 1.0.
|
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All free-software licenses must grant users all the freedoms discussed above. However, unless the applications' licenses are compatible, combining programs by mixing source code or directly linking binaries is problematic, because of license technicalities. Programs indirectly connected together may avoid this problem.
|
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+
|
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+
The majority of free software falls under a small set of licenses. The most popular of these licenses are:[30][31]
|
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|
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+
The Free Software Foundation and the Open Source Initiative both publish lists of licenses that they find to comply with their own definitions of free software and open-source software respectively:
|
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+
|
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+
The FSF list is not prescriptive: free-software licenses can exist that the FSF has not heard about, or considered important enough to write about. So it's possible for a license to be free and not in the FSF list. The OSI list only lists licenses that have been submitted, considered and approved. All open-source licenses must meet the Open Source Definition in order to be officially recognized as open source software. Free software, on the other hand, is a more informal classification that does not rely on official recognition. Nevertheless, software licensed under licenses that do not meet the Free Software Definition cannot rightly be considered free software.
|
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|
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+
Apart from these two organizations, the Debian project is seen by some to provide useful advice on whether particular licenses comply with their Debian Free Software Guidelines. Debian doesn't publish a list of approved licenses, so its judgments have to be tracked by checking what software they have allowed into their software archives. That is summarized at the Debian web site.[32]
|
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|
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It is rare that a license announced as being in-compliance with the FSF guidelines does not also meet the Open Source Definition, although the reverse is not necessarily true (for example, the NASA Open Source Agreement is an OSI-approved license, but non-free according to FSF).
|
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|
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There are different categories of free software.
|
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There is debate over the security of free software in comparison to proprietary software, with a major issue being security through obscurity. A popular quantitative test in computer security is to use relative counting of known unpatched security flaws. Generally, users of this method advise avoiding products that lack fixes for known security flaws, at least until a fix is available.
|
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Free software advocates strongly believe that this methodology is biased by counting more vulnerabilities for the free software systems, since their source code is accessible and their community is more forthcoming about what problems exist,[39] (This is called "Security Through Disclosure"[40]) and proprietary software systems can have undisclosed societal drawbacks, such as disenfranchising less fortunate would-be users of free programs. As users can analyse and trace the source code, many more people with no commercial constraints can inspect the code and find bugs and loopholes than a corporation would find practicable. According to Richard Stallman, user access to the source code makes deploying free software with undesirable hidden spyware functionality far more difficult than for proprietary software.[41]
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Some quantitative studies have been done on the subject.[42][43][44][45]
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+
In 2006, OpenBSD started the first campaign against the use of binary blobs in kernels. Blobs are usually freely distributable device drivers for hardware from vendors that do not reveal driver source code to users or developers. This restricts the users' freedom effectively to modify the software and distribute modified versions. Also, since the blobs are undocumented and may have bugs, they pose a security risk to any operating system whose kernel includes them. The proclaimed aim of the campaign against blobs is to collect hardware documentation that allows developers to write free software drivers for that hardware, ultimately enabling all free operating systems to become or remain blob-free.
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The issue of binary blobs in the Linux kernel and other device drivers motivated some developers in Ireland to launch gNewSense, a Linux based distribution with all the binary blobs removed. The project received support from the Free Software Foundation and stimulated the creation, headed by the Free Software Foundation Latin America, of the Linux-libre kernel.[46] As of October 2012, Trisquel is the most popular FSF endorsed Linux distribution ranked by Distrowatch (over 12 months).[47] While Debian is not endorsed by the FSF and does not use Linux-libre, it is also a popular distribution available without kernel blobs by default since 2011.[46]
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Selling software under any free-software licence is permissible, as is commercial use. This is true for licenses with or without copyleft.[18][48][49]
|
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|
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+
Since free software may be freely redistributed, it is generally available at little or no fee. Free software business models are usually based on adding value such as customization, accompanying hardware, support, training, integration, or certification.[18] Exceptions exist however, where the user is charged to obtain a copy of the free application itself.[50]
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Fees are usually charged for distribution on compact discs and bootable USB drives, or for services of installing or maintaining the operation of free software. Development of large, commercially used free software is often funded by a combination of user donations, crowdfunding, corporate contributions, and tax money. The SELinux project at the United States National Security Agency is an example of a federally funded free-software project.
|
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|
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+
Proprietary software, on the other hand, tends to use a different business model, where a customer of the proprietary application pays a fee for a license to legally access and use it. This license may grant the customer the ability to configure some or no parts of the software themselves. Often some level of support is included in the purchase of proprietary software, but additional support services (especially for enterprise applications) are usually available for an additional fee. Some proprietary software vendors will also customize software for a fee.[51]
|
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|
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+
The Free Software Foundation encourages selling free software. As the Foundation has written, "distributing free software is an opportunity to raise funds for development. Don't waste it!".[8] For example, the FSF's own recommended license (the GNU GPL) states that "[you] may charge any price or no price for each copy that you convey, and you may offer support or warranty protection for a fee."[52]
|
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+
|
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+
Microsoft CEO Steve Ballmer stated in 2001 that "open source is not available to commercial companies. The way the license is written, if you use any open-source software, you have to make the rest of your software open source."[53] This misunderstanding is based on a requirement of copyleft licenses (like the GPL) that if one distributes modified versions of software, they must release the source and use the same license. This requirement does not extend to other software from the same developer.[citation needed] The claim of incompatibility between commercial companies and free software is also a misunderstanding. There are several large companies, e.g. Red Hat and IBM, which do substantial commercial business in the development of free software.[citation needed]
|
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+
|
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+
Free software played a significant part in the development of the Internet, the World Wide Web and the infrastructure of dot-com companies.[56][57] Free software allows users to cooperate in enhancing and refining the programs they use; free software is a pure public good rather than a private good. Companies that contribute to free software increase commercial innovation.[58]
|
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+
|
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+
Official statement of the United Space Alliance, which manages the computer systems for the International Space Station (ISS), regarding their May 2013 decision to migrate ISS computer systems from Windows to Linux[59][60]
|
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+
|
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+
The economic viability of free software has been recognized by large corporations such as IBM, Red Hat, and Sun Microsystems.[61][62][63][64][65] Many companies whose core business is not in the IT sector choose free software for their Internet information and sales sites, due to the lower initial capital investment and ability to freely customize the application packages. Most companies in the software business include free software in their commercial products if the licenses allow that.[18]
|
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+
|
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+
Free software is generally available at no cost and can result in permanently lower TCO costs compared to proprietary software.[66] With free software, businesses can fit software to their specific needs by changing the software themselves or by hiring programmers to modify it for them. Free software often has no warranty, and more importantly, generally does not assign legal liability to anyone. However, warranties are permitted between any two parties upon the condition of the software and its usage. Such an agreement is made separately from the free software license.
|
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+
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+
A report by Standish Group estimates that adoption of free software has caused a drop in revenue to the proprietary software industry by about $60 billion per year.[67]. Eric S. Raymond argued that the term free software is too ambiguous and intimidating for the business community. Raymond promoted the term open-source software as a friendlier alternative for the business and corporate world.[68]
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Computer software, or simply software, is a collection of data or computer instructions that tell the computer how to work. This is in contrast to physical hardware, from which the system is built and actually performs the work. In computer science and software engineering, computer software is all information processed by computer systems, programs and data. Computer software includes computer programs, libraries and related non-executable data, such as online documentation or digital media. Computer hardware and software require each other and neither can be realistically used on its own.
|
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|
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At the lowest programming level,[clarification needed] executable code consists of machine language instructions supported by an individual processor—typically a central processing unit (CPU) or a graphics processing unit (GPU). A machine language consists of groups of binary values signifying processor instructions that change the state of the computer from its preceding state. For example, an instruction may change the value stored in a particular storage location in the computer—an effect that is not directly observable to the user. An instruction may also invoke one of many input or output operations, for example displaying some text on a computer screen; causing state changes which should be visible to the user. The processor executes the instructions in the order they are provided, unless it is instructed to "jump" to a different instruction, or is interrupted by the operating system. As of 2015[update], most personal computers, smartphone devices and servers have processors with multiple execution units or multiple processors performing computation together, and computing has become a much more concurrent activity than in the past.
|
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+
|
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+
The majority of software is written in high-level programming languages. They are easier and more efficient for programmers because they are closer to natural languages than machine languages.[1] High-level languages are translated into machine language using a compiler or an interpreter or a combination of the two. Software may also be written in a low-level assembly language, which has strong correspondence to the computer's machine language instructions and is translated into machine language using an assembler.
|
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+
|
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+
An outline (algorithm) for what would have been the first piece of software was written by Ada Lovelace in the 19th century, for the planned Analytical Engine.[2] She created proofs to show how the engine would calculate Bernoulli Numbers.[2] Because of the proofs and the algorithm, she is considered the first computer programmer.[3][4]
|
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+
|
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The first theory about software—prior to the creation of computers as we know them today—was proposed by Alan Turing in his 1935 essay On Computable Numbers, with an Application to the Entscheidungsproblem (decision problem).
|
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+
|
13 |
+
This eventually led to the creation of the academic fields of computer science and software engineering; Both fields study software and its creation. Computer science is the theoretical study of computer and software (Turing's essay is an example of computer science), whereas software engineering is the application of engineering and development of software.
|
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+
|
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However, prior to 1946, software was not yet the programs stored in the memory of stored-program digital computers, as we now understand it. The first electronic computing devices were instead rewired in order to "reprogram" them.
|
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+
|
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+
In 2000, Fred Shapiro, a librarian at the Yale Law School, published a letter revealing that John Wilder Tukey's 1958 paper "The Teaching of Concrete Mathematics"[5][6] contained the earliest known usage of the term "software" found in a search of JSTOR's electronic archives, predating the OED's citation by two years.[7] This led many to credit Tukey with coining the term, particularly in obituaries published that same year,[8] although Tukey never claimed credit for any such coinage. In 1995, Paul Niquette claimed he had originally coined the term in October 1953, although he could not find any documents supporting his claim.[9] The earliest known publication of the term "software" in an engineering context was in August 1953 by Richard R. Carhart, in a Rand Corporation Research Memorandum.[10]
|
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|
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On virtually all computer platforms, software can be grouped into a few broad categories.
|
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|
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+
Based on the goal, computer software can be divided into:
|
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+
Programming tools are also software in the form of programs or applications that software developers (also known as
|
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+
programmers, coders, hackers or software engineers) use to create, debug, maintain (i.e. improve or fix), or otherwise support software.
|
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|
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Software is written in one or more programming languages; there are many programming languages in existence, and each has at least one implementation, each of which consists of its own set of programming tools. These tools may be relatively self-contained programs such as compilers, debuggers, interpreters, linkers, and text editors, that can be combined together to accomplish a task; or they may form an integrated development environment (IDE), which combines much or all of the functionality of such self-contained tools. IDEs may do this by either invoking the relevant individual tools or by re-implementing their functionality in a new way. An IDE can make it easier to do specific tasks, such as searching in files in a particular project. Many programming language implementations provide the option of using both individual tools or an IDE.
|
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Users often see things differently from programmers. People who use modern general purpose computers (as opposed to embedded systems, analog computers and supercomputers) usually see three layers of software performing a variety of tasks: platform, application, and user software.
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Computer software has to be "loaded" into the computer's storage (such as the hard drive or memory). Once the software has loaded, the computer is able to execute the software. This involves passing instructions from the application software, through the system software, to the hardware which ultimately receives the instruction as machine code. Each instruction causes the computer to carry out an operation—moving data, carrying out a computation, or altering the control flow of instructions.
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Data movement is typically from one place in memory to another. Sometimes it involves moving data between memory and registers which enable high-speed data access in the CPU. Moving data, especially large amounts of it, can be costly. So, this is sometimes avoided by using "pointers" to data instead. Computations include simple operations such as incrementing the value of a variable data element. More complex computations may involve many operations and data elements together.
|
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+
Software quality is very important, especially for commercial and system software like Microsoft Office, Microsoft Windows and Linux. If software is faulty (buggy), it can delete a person's work, crash the computer and do other unexpected things. Faults and errors are called "bugs" which are often discovered during alpha and beta testing. Software is often also a victim to what is known as software aging, the progressive performance degradation resulting from a combination of unseen bugs.
|
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+
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+
Many bugs are discovered and eliminated (debugged) through software testing. However, software testing rarely—if ever—eliminates every bug; some programmers say that "every program has at least one more bug" (Lubarsky's Law).[13] In the waterfall method of software development, separate testing teams are typically employed, but in newer approaches, collectively termed agile software development, developers often do all their own testing, and demonstrate the software to users/clients regularly to obtain feedback. Software can be tested through unit testing, regression testing and other methods, which are done manually, or most commonly, automatically, since the amount of code to be tested can be quite large. For instance, NASA has extremely rigorous software testing procedures for many operating systems and communication functions. Many NASA-based operations interact and identify each other through command programs. This enables many people who work at NASA to check and evaluate functional systems overall. Programs containing command software enable hardware engineering and system operations to function much easier together.
|
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+
The software's license gives the user the right to use the software in the licensed environment, and in the case of free software licenses, also grants other rights such as the right to make copies.
|
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+
|
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Proprietary software can be divided into two types:
|
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+
|
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+
Open-source software, on the other hand, comes with a free software license, granting the recipient the rights to modify and redistribute the software.
|
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+
|
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+
Software patents, like other types of patents, are theoretically supposed to give an inventor an exclusive, time-limited license for a detailed idea (e.g. an algorithm) on how to implement a piece of software, or a component of a piece of software. Ideas for useful things that software could do, and user requirements, are not supposed to be patentable, and concrete implementations (i.e. the actual software packages implementing the patent) are not supposed to be patentable either—the latter are already covered by copyright, generally automatically. So software patents are supposed to cover the middle area, between requirements and concrete implementation. In some countries, a requirement for the claimed invention to have an effect on the physical world may also be part of the requirements for a software patent to be held valid—although since all useful software has effects on the physical world, this requirement may be open to debate. Meanwhile, American copyright law was applied to various aspects of the writing of the software code.[14]
|
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+
|
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+
Software patents are controversial in the software industry with many people holding different views about them. One of the sources of controversy is that the aforementioned split between initial ideas and patent does not seem to be honored in practice by patent lawyers—for example the patent for Aspect-Oriented Programming (AOP), which purported to claim rights over any programming tool implementing the idea of AOP, howsoever implemented. Another source of controversy is the effect on innovation, with many distinguished experts and companies arguing that software is such a fast-moving field that software patents merely create vast additional litigation costs and risks, and actually retard innovation. In the case of debates about software patents outside the United States, the argument has been made that large American corporations and patent lawyers are likely to be the primary beneficiaries of allowing or continue to allow software patents.
|
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|
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Design and implementation of software varies depending on the complexity of the software. For instance, the design and creation of Microsoft Word took much more time than designing and developing Microsoft Notepad because the latter has much more basic functionality.
|
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+
|
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+
Software is usually designed and created (aka coded/written/programmed) in integrated development environments (IDE) like Eclipse, IntelliJ and Microsoft Visual Studio that can simplify the process and compile the software (if applicable). As noted in a different section, software is usually created on top of existing software and the application programming interface (API) that the underlying software provides like GTK+, JavaBeans or Swing. Libraries (APIs) can be categorized by their purpose. For instance, the Spring Framework is used for implementing enterprise applications, the Windows Forms library is used for designing graphical user interface (GUI) applications like Microsoft Word, and Windows Communication Foundation is used for designing web services. When a program is designed, it relies upon the API. For instance, a Microsoft Windows desktop application might call API functions in the .NET Windows Forms library like Form1.Close() and Form1.Show()[15] to close or open the application. Without these APIs, the programmer needs to write these functionalities entirely themselves. Companies like Oracle and Microsoft provide their own APIs so that many applications are written using their software libraries that usually have numerous APIs in them.
|
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|
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+
Data structures such as hash tables, arrays, and binary trees, and algorithms such as quicksort, can be useful for creating software.
|
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+
|
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+
Computer software has special economic characteristics that make its design, creation, and distribution different from most other economic goods.[specify][16][17]
|
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+
|
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+
A person who creates software is called a programmer, software engineer or software developer, terms that all have a similar meaning. More informal terms for programmer also exist such as "coder" and "hacker" – although use of the latter word may cause confusion, because it is more often used to mean someone who illegally breaks into computer systems.
|
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|
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+
A great variety of software companies and programmers in the world comprise a software industry. Software can be quite a profitable industry: Bill Gates, the co-founder of Microsoft was the richest person in the world in 2009, largely due to his ownership of a significant number of shares in Microsoft, the company responsible for Microsoft Windows and Microsoft Office software products - both market leaders in their respective product categories.
|
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|
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+
Non-profit software organizations include the Free Software Foundation, GNU Project and the Mozilla Foundation. Software standard organizations like the W3C, IETF develop recommended software standards such as XML, HTTP and HTML, so that software can interoperate through these standards.
|
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|
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Other well-known large software companies include Google, IBM, TCS, Infosys, Wipro, HCL Technologies, Oracle, Novell, SAP, Symantec, Adobe Systems, Sidetrade and Corel, while small companies often provide innovation.
|
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A bishop is an ordained, consecrated, or appointed member of the Christian clergy who is generally entrusted with a position of authority and oversight.
|
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|
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+
Within the Catholic, Eastern Orthodox, Oriental Orthodox, Moravian, Anglican, Old Catholic and Independent Catholic churches, as well as the Assyrian Church of the East, bishops claim apostolic succession, a direct historical lineage dating back to the original Twelve Apostles. Within these churches, bishops are seen as those who possess the full priesthood and can ordain clergy, including other bishops. Some Protestant churches, including the Lutheran, Anglican and Methodist churches, have bishops serving similar functions as well, though not always understood to be within apostolic succession in the same way. A person ordained as a deacon, priest, and then bishop is understood to hold the fullness of the (ministerial) priesthood, given responsibility by Christ to govern, teach, and sanctify the Body of Christ. Priests, deacons and lay ministers co-operate and assist their bishops in pastoral ministry.
|
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|
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The English term bishop derives from the Greek word ἐπίσκοπος epískopos, meaning "overseer" in Greek, the early language of the Christian Church. In the early Christian era the term was not always clearly distinguished from presbýteros (literally: "elder" or "senior", origin of the modern English word "priest"), but is used in the sense of the order or office of bishop, distinct from that of presbyter, in the writings attributed to Ignatius of Antioch.[1] (died c. 110).
|
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The earliest organization of the Church in Jerusalem was, according to most scholars, similar to that of Jewish synagogues, but it had a council or college of ordained presbyters (Ancient Greek: πρεσβύτεροι elders). In Acts 11:30 and Acts 15:22, we see a collegiate system of government in Jerusalem chaired by James the Just, according to tradition the first bishop of the city. In Acts 14:23, the Apostle Paul ordains presbyters in churches in Anatolia.[2]
|
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|
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Often, the word presbyter was not yet distinguished from overseer (Ancient Greek: ἐπίσκοπος episkopos, later used exclusively to mean bishop), as in Acts 20:17, Titus 1:5–7 and 1 Peter 5:1.[a][b] The earliest writings of the Apostolic Fathers, the Didache and the First Epistle of Clement, for example, show the church used two terms for local church offices—presbyters (seen by many as an interchangeable term with episcopos or overseer) and deacon.
|
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In Timothy and Titus in the New Testament a more clearly defined episcopate can be seen. We are told that Paul had left Timothy in Ephesus and Titus in Crete to oversee the local church.[6][7] Paul commands Titus to ordain presbyters/bishops and to exercise general oversight.
|
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+
Early sources are unclear but various groups of Christian communities may have had the bishop surrounded by a group or college functioning as leaders of the local churches.[8][9] Eventually the head or "monarchic" bishop came to rule more clearly,[10] and all local churches would eventually follow the example of the other churches and structure themselves after the model of the others with the one bishop in clearer charge,[8] though the role of the body of presbyters remained important.[10]
|
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|
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Eventually, as Christendom grew, bishops no longer directly served individual congregations. Instead, the Metropolitan bishop (the bishop in a large city) appointed priests to minister each congregation, acting as the bishop's delegate.
|
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+
|
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+
Around the end of the 1st century, the church's organization became clearer in historical documents. In the works of the Apostolic Fathers, and Ignatius of Antioch in particular, the role of the episkopos, or bishop, became more important or, rather, already was very important and being clearly defined. While Ignatius of Antioch offers the earliest clear description of monarchial bishops (a single bishop over all house churches in a city) he is an advocate of monepiscopal structure rather than describing an accepted reality. To the bishops and house churches to which he writes, he offers strategies on how to pressure house churches who don't recognize the bishop into compliance. Other contemporary Christian writers do not describe monarchial bishops, either continuing to equate them with the presbyters or speaking of episkopoi (bishops, plural) in a city.
|
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|
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+
"Blessed be God, who has granted unto you, who are yourselves so excellent, to obtain such an excellent bishop." — Epistle of Ignatius to the Ephesians 1:1 [11]
|
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+
"and that, being subject to the bishop and the presbytery, ye may in all respects be sanctified." — Epistle of Ignatius to the Ephesians 2:1
|
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+
[12]
|
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+
"For your justly renowned presbytery, worthy of God, is fitted as exactly to the bishop as the strings are to the harp." — Epistle of Ignatius to the Ephesians 4:1 [13]
|
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+
"Do ye, beloved, be careful to be subject to the bishop, and the presbyters and the deacons." — Epistle of Ignatius to the Ephesians 5:1 [13]
|
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+
"Plainly therefore we ought to regard the bishop as the Lord Himself" — Epistle of Ignatius to the Ephesians 6:1.
|
27 |
+
"your godly bishop" — Epistle of Ignatius to the Magnesians 2:1.
|
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+
"the bishop presiding after the likeness of God and the presbyters after the likeness of the council of the Apostles, with the deacons also who are most dear to me, having been entrusted with the diaconate of Jesus Christ" — Epistle of Ignatius to the Magnesians 6:1.
|
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+
"Therefore as the Lord did nothing without the Father, [being united with Him], either by Himself or by the Apostles, so neither do ye anything without the bishop and the presbyters." — Epistle of Ignatius to the Magnesians 7:1.
|
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+
"Be obedient to the bishop and to one another, as Jesus Christ was to the Father [according to the flesh], and as the Apostles were to Christ and to the Father, that there may be union both of flesh and of spirit." — Epistle of Ignatius to the Magnesians 13:2.
|
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+
"In like manner let all men respect the deacons as Jesus Christ, even as they should respect the bishop as being a type of the Father and the presbyters as the council of God and as the college of Apostles. Apart from these there is not even the name of a church." — Epistle of Ignatius to the Trallesians 3:1.
|
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+
"follow your bishop, as Jesus Christ followed the Father, and the presbytery as the Apostles; and to the deacons pay respect, as to God's commandment" — Epistle of Ignatius to the Smyrnans 8:1.
|
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+
"He that honoureth the bishop is honoured of God; he that doeth aught without the knowledge of the bishop rendereth service to the devil" — Epistle of Ignatius to the Smyrnans 9:1.
|
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+
|
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As the Church continued to expand, new churches in important cities gained their own bishop. Churches in the regions outside an important city were served by Chorbishop, an official rank of bishops. However, soon, presbyters and deacons were sent from bishop of a city church. Gradually priests replaced the chorbishops. Thus, in time, the bishop changed from being the leader of a single church confined to an urban area to being the leader of the churches of a given geographical area.
|
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|
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+
Clement of Alexandria (end of the 2nd century) writes about the ordination of a certain Zachæus as bishop by the imposition of Simon Peter Bar-Jonah's hands. The words bishop and ordination are used in their technical meaning by the same Clement of Alexandria.[14] The bishops in the 2nd century are defined also as the only clergy to whom the ordination to priesthood (presbyterate) and diaconate is entrusted: "a priest (presbyter) lays on hands, but does not ordain." (cheirothetei ou cheirotonei[15])
|
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+
|
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+
At the beginning of the 3rd century, Hippolytus of Rome describes another feature of the ministry of a bishop, which is that of the "Spiritum primatus sacerdotii habere potestatem dimittere peccata": the primate of sacrificial priesthood and the power to forgive sins.[16]
|
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|
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The efficient organization of the Roman Empire became the template for the organisation of the church in the 4th century, particularly after Constantine's Edict of Milan. As the church moved from the shadows of privacy into the public forum it acquired land for churches, burials and clergy. In 391, Theodosius I decreed that any land that had been confiscated from the church by Roman authorities be returned.
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The most usual term for the geographic area of a bishop's authority and ministry, the diocese, began as part of the structure of the Roman Empire under Diocletian. As Roman authority began to fail in the western portion of the empire, the church took over much of the civil administration. This can be clearly seen in the ministry of two popes: Pope Leo I in the 5th century, and Pope Gregory I in the 6th century. Both of these men were statesmen and public administrators in addition to their role as Christian pastors, teachers and leaders. In the Eastern churches, latifundia entailed to a bishop's see were much less common, the state power did not collapse the way it did in the West, and thus the tendency of bishops acquiring civil power was much weaker than in the West. However, the role of Western bishops as civil authorities, often called prince bishops, continued throughout much of the Middle Ages.
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As well as being archchancellors of the Holy Roman Empire after the 9th century, bishops generally served as chancellors to medieval monarchs, acting as head of the justiciary and chief chaplain. The Lord Chancellor of England was almost always a bishop up until the dismissal of Cardinal Thomas Wolsey by Henry VIII. Similarly, the position of Kanclerz in the Polish kingdom was always held by a bishop until the 16th century. And today, the principality of Andorra is headed by two co-princes, one of whom is a Catholic bishop (and the other, the President of France).
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In France before the French Revolution, representatives of the clergy — in practice, bishops and abbots of the largest monasteries — comprised the First Estate of the Estates-General, until their role was abolished during the French Revolution.
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In the 21st century, the more senior bishops of the Church of England continue to sit in the House of Lords of the Parliament of the United Kingdom, as representatives of the established church, and are known as Lords Spiritual. The Bishop of Sodor and Man, whose diocese lies outside the United Kingdom, is an ex officio member of the Legislative Council of the Isle of Man. In the past, the Bishop of Durham, known as a prince bishop, had extensive viceregal powers within his northern diocese — the power to mint money, collect taxes and raise an army to defend against the Scots.
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Eastern Orthodox bishops, along with all other members of the clergy, are canonically forbidden to hold political office. Occasional exceptions to this rule are tolerated when the alternative is political chaos. In the Ottoman Empire, the Patriarch of Constantinople, for example, had de facto administrative, fiscal, cultural and legal jurisdiction, as well as spiritual, over all the Christians of the empire. More recently, Archbishop Makarios III of Cyprus, served as President of the Republic of Cyprus from 1960 to 1977.
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In 2001, Peter Hollingworth, AC, OBE – then the Anglican Archbishop of Brisbane – was controversially appointed Governor-General of Australia. Although Hollingworth gave up his episcopal position to accept the appointment, it still attracted considerable opposition in a country which maintains a formal separation between Church and State.
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During the period of the English Civil War, the role of bishops as wielders of political power and as upholders of the established church became a matter of heated political controversy. Indeed, Presbyterianism was the polity of most Reformed Churches in Europe, and had been favored by many in England since the English Reformation. Since in the primitive church the offices of presbyter and episkopos were identical, many Puritans held that this was the only form of government the church should have. The Anglican divine, Richard Hooker, objected to this claim in his famous work Of the Laws of Ecclesiastic Polity while, at the same time, defending Presbyterian ordination as valid (in particular Calvin's ordination of Beza). This was the official stance of the English Church until the Commonwealth, during which time, the views of Presbyterians and Independents (Congregationalists) were more freely expressed and practiced.
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Bishops form the leadership in the Catholic Church, the Eastern Orthodox Church, the Oriental Orthodox Churches, the Anglican Communion, the Lutheran Church, the Independent Catholic Churches, the Independent Anglican Churches, and certain other, smaller, denominations.
|
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The traditional role of a bishop is as pastor of a diocese (also called a bishopric, synod, eparchy or see), and so to serve as a "diocesan bishop," or "eparch" as it is called in many Eastern Christian churches. Dioceses vary considerably in size, geographically and population-wise. Some dioceses around the Mediterranean Sea which were Christianised early are rather compact, whereas dioceses in areas of rapid modern growth in Christian commitment—as in some parts of Sub-Saharan Africa, South America and the Far East—are much larger and more populous.
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As well as traditional diocesan bishops, many churches have a well-developed structure of church leadership that involves a number of layers of authority and responsibility.
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In Catholicism, Eastern Orthodoxy, Oriental Orthodoxy, and Anglicanism, only a bishop can ordain other bishops, priests, and deacons.
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In the Eastern liturgical tradition, a priest can celebrate the Divine Liturgy only with the blessing of a bishop. In Byzantine usage, an antimension signed by the bishop is kept on the altar partly as a reminder of whose altar it is and under whose omophorion the priest at a local parish is serving. In Syriac Church usage, a consecrated wooden block called a thabilitho is kept for the same reasons.
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The pope, in addition to being the Bishop of Rome and spiritual head of the Catholic Church, is also the Patriarch of the Latin Rite. Each bishop within the Latin Rite is answerable directly to the Pope and not any other bishop except to metropolitans in certain oversight instances. The pope previously used the title Patriarch of the West, but this title was dropped from use in 2006[18] a move which caused some concern within the Eastern Orthodox Communion as, to them, it implied wider papal jurisdiction.[19]
|
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In Catholic, Eastern Orthodox, Oriental Orthodox and Anglican cathedrals there is a special chair set aside for the exclusive use of the bishop. This is the bishop's cathedra and is often called the throne. In some Christian denominations, for example, the Anglican Communion, parish churches may maintain a chair for the use of the bishop when he visits; this is to signify the parish's union with the bishop.
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The bishop is the ordinary minister of the sacrament of confirmation in the Latin Rite Catholic Church, and in the Anglican and Old Catholic communion only a bishop may administer this sacrament. However, in the Byzantine and other Eastern rites, whether Eastern or Oriental Orthodox or Eastern Catholic, chrismation is done immediately after baptism, and thus the priest is the one who confirms, using chrism blessed by a bishop.[20]
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Bishops in all of these communions are ordained by other bishops through the laying on of hands. While traditional teaching maintains that any bishop with apostolic succession can validly perform the ordination of another bishop, some churches require two or three bishops participate, either to ensure sacramental validity or to conform with church law. Catholic doctrine holds that one bishop can validly ordain another (priest) as a bishop. Though a minimum of three bishops participating is desirable (there are usually several more) in order to demonstrate collegiality, canonically only one bishop is necessary. The practice of only one bishop ordaining was normal in countries where the Church was persecuted under Communist rule.
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The title of archbishop or metropolitan may be granted to a senior bishop, usually one who is in charge of a large ecclesiastical jurisdiction. He may, or may not, have provincial oversight of suffragan bishops and may possibly have auxiliary bishops assisting him.
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Ordination of a bishop, and thus continuation of apostolic succession, takes place through a ritual centred on the imposition of hands and prayer.
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Apart from the ordination, which is always done by other bishops, there are different methods as to the actual selection of a candidate for ordination as bishop. In the Catholic Church the Congregation for Bishops generally oversees the selection of new bishops with the approval of the pope. The papal nuncio usually solicits names from the bishops of a country, consults with priests and leading members of a laity, and then selects three to be forwarded to the Holy See. In Europe, some cathedral chapters have duties to elect bishops. The Eastern Catholic churches generally elect their own bishops. Most Eastern Orthodox churches allow varying amounts of formalised laity or lower clergy influence on the choice of bishops. This also applies in those Eastern churches which are in union with the pope, though it is required that he give assent.
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Catholic, Eastern Orthodox, Oriental Orthodox, Anglican, Old Catholic and some Lutheran bishops claim to be part of the continuous sequence of ordained bishops since the days of the apostles referred to as apostolic succession. Since Pope Leo XIII issued the bull Apostolicae curae in 1896, the Catholic Church has insisted that Anglican orders are invalid because of changes in the Anglican ordination rites of the 16th century and divergence in understanding of the theology of priesthood, episcopacy and Eucharist. However, since the 1930s, Utrecht Old Catholic bishops (recognised by the Holy See as validily ordained) have sometimes taken part in the ordination of Anglican bishops. According to the writer Timothy Dufort, by 1969, all Church of England bishops had acquired Old Catholic lines of apostolic succession recognised by the Holy See.[21] This development has muddied the waters somewhat as it could be argued that the strain of apostolic succession has been re-introduced into Anglicanism, at least within the Church of England.
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The Catholic Church does recognise as valid (though illicit) ordinations done by breakaway Catholic, Old Catholic or Oriental bishops, and groups descended from them; it also regards as both valid and licit those ordinations done by bishops of the Eastern churches,[c] so long as those receiving the ordination conform to other canonical requirements (for example, is an adult male) and an eastern orthodox rite of episcopal ordination, expressing the proper functions and sacramental status of a bishop, is used; this has given rise to the phenomenon of episcopi vagantes (for example, clergy of the Independent Catholic groups which claim apostolic succession, though this claim is rejected by both Catholicism and Eastern Orthodoxy).
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The Eastern Orthodox Churches would not accept the validity of any ordinations performed by the Independent Catholic groups, as Eastern Orthodoxy considers to be spurious any consecration outside the Church as a whole. Eastern Orthodoxy considers apostolic succession to exist only within the Universal Church, and not through any authority held by individual bishops; thus, if a bishop ordains someone to serve outside the (Eastern Orthodox) Church, the ceremony is ineffectual, and no ordination has taken place regardless of the ritual used or the ordaining prelate's position within the Eastern Orthodox Churches.
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|
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The position of the Catholic Church is slightly different. Whilst it does recognise the validity of the orders of certain groups which separated from communion with Holy See. The Holy See accepts as valid the ordinations of the Old Catholics in communion with Utrecht, as well as the Polish National Catholic Church (which received its orders directly from Utrecht, and was—until recently—part of that communion); but Catholicism does not recognise the orders of any group whose teaching is at variance with what they consider the core tenets of Christianity; this is the case even though the clergy of the Independent Catholic groups may use the proper ordination ritual. There are also other reasons why the Holy See does not recognise the validity of the orders of the Independent clergy:
|
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Whilst members of the Independent Catholic movement take seriously the issue of valid orders, it is highly significant that the relevant Vatican Congregations tend not to respond to petitions from Independent Catholic bishops and clergy who seek to be received into communion with the Holy See, hoping to continue in some sacramental role. In those instances where the pope does grant reconciliation, those deemed to be clerics within the Independent Old Catholic movement are invariably admitted as laity and not priests or bishops.
|
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|
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There is a mutual recognition of the validity of orders amongst Catholic, Eastern Orthodox, Old Catholic, Oriental Orthodox and Assyrian Church of the East churches.[22]
|
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Some provinces of the Anglican Communion have begun ordaining women as bishops in recent decades – for example, England, Ireland, Scotland, Wales, the United States, Australia, New Zealand, Canada and Cuba. The first woman to be consecrated a bishop within Anglicanism was Barbara Harris, who was ordained in the United States in 1989. In 2006, Katharine Jefferts Schori, the Episcopal Bishop of Nevada, became the first woman to become the presiding bishop of the Episcopal Church.
|
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|
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In the Evangelical Lutheran Church in America (ELCA) and the Evangelical Lutheran Church in Canada (ELCIC), the largest Lutheran Church bodies in the United States and Canada, respectively, and roughly based on the Nordic Lutheran state churches (similar to that of the Church of England), bishops are elected by Synod Assemblies, consisting of both lay members and clergy, for a term of six years, which can be renewed, depending upon the local synod's "constitution" (which is mirrored on either the ELCA or ELCIC's national constitution). Since the implementation of concordats between the ELCA and the Episcopal Church of the United States and the ELCIC and the Anglican Church of Canada, all bishops, including the presiding bishop (ELCA) or the national bishop (ELCIC), have been consecrated using the historic succession, with at least one Anglican bishop serving as co-consecrator.[23][24]
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|
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Since going into ecumenical communion with their respective Anglican body, bishops in the ELCA or the ELCIC not only approve the "rostering" of all ordained pastors, diaconal ministers, and associates in ministry, but they serve as the principal celebrant of all pastoral ordination and installation ceremonies, diaconal consecration ceremonies, as well as serving as the "chief pastor" of the local synod, upholding the teachings of Martin Luther as well as the documentations of the Ninety-Five Theses and the Augsburg Confession. Unlike their counterparts in the United Methodist Church, ELCA and ELCIC synod bishops do not appoint pastors to local congregations (pastors, like their counterparts in the Episcopal Church, are called by local congregations). The presiding bishop of the ELCA and the national bishop of the ELCIC, the national bishops of their respective bodies, are elected for a single 6-year term and may be elected to an additional term.
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Although ELCA agreed with the Episcopal Church to limit ordination to the bishop "ordinarily", ELCA pastor-ordinators are given permission to perform the rites in "extraordinary" circumstance. In practice, "extraordinary" circumstance have included disagreeing with Episcopalian views of the episcopate, and as a result, ELCA pastors ordained by other pastors are not permitted to be deployed to Episcopal Churches (they can, however, serve in Presbyterian Church USA, United Methodist Church, Reformed Church in America, and Moravian Church congregations, as the ELCA is in full communion with these denominations). The Lutheran Church–Missouri Synod (LCMS) and the Wisconsin Evangelical Lutheran Synod (WELS), the second and third largest Lutheran bodies in the United States and the two largest Confessional Lutheran bodies in North America, do not follow an episcopal form of governance, settling instead on a form of quasi-congregationalism patterned off what they believe to be the practice of the early church. The second largest of the three predecessor bodies of the ELCA, the American Lutheran Church, was a congregationalist body, with national and synod presidents before they were re-titled as bishops (borrowing from the Lutheran churches in Germany) in the 1980s. With regard to ecclesial discipline and oversight, national and synod presidents typically function similarly to bishops in episcopal bodies.[25]
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In the African Methodist Episcopal Church, "Bishops are the Chief Officers of the Connectional Organization. They are elected for life by a majority vote of the General Conference which meets every four years."[26]
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In the Christian Methodist Episcopal Church in the United States, bishops are administrative superintendents of the church; they are elected by "delegate" votes for as many years deemed until the age of 74, then he/she must retire. Among their duties, are responsibility for appointing clergy to serve local churches as pastor, for performing ordinations, and for safeguarding the doctrine and discipline of the Church. The General Conference, a meeting every four years, has an equal number of clergy and lay delegates. In each Annual Conference, CME bishops serve for four-year terms. CME Church bishops may be male or female.
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In the United Methodist Church (the largest branch of Methodism in the world) bishops serve as administrative and pastoral superintendents of the church. They are elected for life from among the ordained elders (presbyters) by vote of the delegates in regional (called jurisdictional) conferences, and are consecrated by the other bishops present at the conference through the laying on of hands. In the United Methodist Church bishops remain members of the "Order of Elders" while being consecrated to the "Office of the Episcopacy". Within the United Methodist Church only bishops are empowered to consecrate bishops and ordain clergy. Among their most critical duties is the ordination and appointment of clergy to serve local churches as pastor, presiding at sessions of the Annual, Jurisdictional, and General Conferences, providing pastoral ministry for the clergy under their charge, and safeguarding the doctrine and discipline of the Church. Furthermore, individual bishops, or the Council of Bishops as a whole, often serve a prophetic role, making statements on important social issues and setting forth a vision for the denomination, though they have no legislative authority of their own. In all of these areas, bishops of the United Methodist Church function very much in the historic meaning of the term. According to the Book of Discipline of the United Methodist Church, a bishop's responsibilities are
|
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Leadership.—Spiritual and Temporal—
|
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Presidential Duties.—1. To preside in the General, Jurisdictional, Central, and Annual Conferences. 2. To form the districts after consultation with the district superintendents and after the number of the same has been determined by vote of the Annual Conference. 3. To appoint the district superintendents annually (¶¶ 517–518). 4. To consecrate bishops, to ordain elders and deacons, to consecrate diaconal ministers, to commission deaconesses and home missionaries, and to see that the names of the persons commissioned and consecrated are entered on the journals of the conference and that proper credentials are funised to these persons.
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Working with Ministers.—1. To make and fix the appointments in the Annual Conferences, Provisional Annual Conferences, and Missions as the Discipline may direct (¶¶ 529–533).
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2. To divide or to unite a circuit(s), stations(s), or mission(s) as judged necessary for missionary strategy and then to make appropriate appointments. 3. To read the appointments of deaconesses, diaconal ministers, lay persons in service under the World Division of the General Board of Global Ministries, and home missionaries. 4. To fix the Charge Conference membership of all ordained ministers appointed to ministries other than the local church in keeping with ¶443.3. 5. To transfer, upon the request of the receiving bishop, ministerial member(s) of one Annual Conference to another, provided said member(s) agrees to transfer; and to send immediately to the secretaries of both conferences involved, to the conference Boards of Ordained Ministry, and to the clearing house of the General Board of Pensions written notices of the transfer of members and of their standing in the course of study if they are undergraduates.[27]
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In each Annual Conference, United Methodist bishops serve for four-year terms, and may serve up to three terms before either retirement or appointment to a new Conference. United Methodist bishops may be male or female, with Marjorie Matthews being the first woman to be consecrated a bishop in 1980.
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The collegial expression of episcopal leadership in the United Methodist Church is known as the Council of Bishops. The Council of Bishops speaks to the Church and through the Church into the world and gives leadership in the quest for Christian unity and interreligious relationships.[27] The Conference of Methodist Bishops includes the United Methodist Council of Bishops plus bishops from affiliated autonomous Methodist or United Churches.
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John Wesley consecrated Thomas Coke a "General Superintendent," and directed that Francis Asbury also be consecrated for the United States of America in 1784, where the Methodist Episcopal Church first became a separate denomination apart from the Church of England. Coke soon returned to England, but Asbury was the primary builder of the new church. At first he did not call himself bishop, but eventually submitted to the usage by the denomination.
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Notable bishops in United Methodist history include Coke, Asbury, Richard Whatcoat, Philip William Otterbein, Martin Boehm, Jacob Albright, John Seybert, Matthew Simpson, John S. Stamm, William Ragsdale Cannon, Marjorie Matthews, Leontine T. Kelly, William B. Oden, Ntambo Nkulu Ntanda, Joseph Sprague, William Henry Willimon, and Thomas Bickerton.
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In The Church of Jesus Christ of Latter-day Saints, the Bishop is the leader of a local congregation, called a ward. As with most LDS priesthood holders, the bishop is a part-time lay minister and earns a living through other employment; in all cases, he is a married man. As such, it is his duty to preside at services, call local leaders, and judge the worthiness of members for service. The bishop does not deliver sermons at every service (generally asking members to do so), but is expected to be a spiritual guide for his congregation. It is therefore believed that he has both the right and ability to receive divine inspiration (through the Holy Spirit) for the ward under his direction. Because it is a part-time position, all able members are expected to assist in the management of the ward by holding delegated lay positions (for example, women's and youth leaders, teachers) referred to as callings. Although members are asked to confess serious sins to him, unlike the Catholic Church, he is not the instrument of divine forgiveness, but merely a guide through the repentance process (and a judge in case transgressions warrant excommunication or other official discipline). The bishop is also responsible for the physical welfare of the ward, and thus collects tithing and fast offerings and distributes financial assistance where needed.
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A bishop is the president of the Aaronic priesthood in his ward (and is thus a form of Mormon Kohen; in fact, a literal descendant of Aaron has "legal right" to act as a bishop[28] after being found worthy and ordained by the First Presidency[29]). In the absence of a literal descendant of Aaron, a high priest in the Melchizedek priesthood is called to be a bishop.[29] Each bishop is selected from resident members of the ward by the stake presidency with approval of the First Presidency, and chooses two counselors to form a bishopric. In special circumstances (such as a ward consisting entirely of young university students), a bishop may be chosen from outside the ward. A bishop is typically released after about five years and a new bishop is called to the position. Although the former bishop is released from his duties, he continues to hold the Aaronic priesthood office of bishop. Church members frequently refer to a former bishop as "Bishop" as a sign of respect and affection.
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Latter-day Saint bishops do not wear any special clothing or insignia the way clergy in many other churches do, but are expected to dress and groom themselves neatly and conservatively per their local culture, especially when performing official duties. Bishops (as well as other members of the priesthood) can trace their line of authority back to Joseph Smith, who, according to church doctrine, was ordained to lead the Church in modern times by the ancient apostles Peter, James, and John, who were ordained to lead the Church by Jesus Christ.[30]
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At the global level, the presiding bishop oversees the temporal affairs (buildings, properties, commercial corporations, and so on) of the worldwide Church, including the Church's massive global humanitarian aid and social welfare programs. The presiding bishop has two counselors; the three together form the presiding bishopric.[31] As opposed to ward bishoprics, where the counselors do not hold the office of bishop, all three men in the presiding bishopric hold the office of bishop, and thus the counselors, as with the presiding bishop, are formally referred to as "Bishop".[32]
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The New Apostolic Church (NAC) knows three classes of ministries: Deacons, Priests and Apostles. The Apostles, who are all included in the apostolate with the Chief Apostle as head, are the highest ministries.
|
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Of the several kinds of priest....ministries, the bishop is the highest. Nearly all bishops are set in line directly from the chief apostle. They support and help their superior apostle.
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In the Church of God in Christ (COGIC), the ecclesiastical structure is composed of large dioceses that are called "jurisdictions" within COGIC, each under the authority of a bishop, sometimes called "state bishops". They can either be made up of large geographical regions of churches or churches that are grouped and organized together as their own separate jurisdictions because of similar affiliations, regardless of geographical location or dispersion. Each state in the U.S. has at least one jurisdiction while others may have several more, and each jurisdiction is usually composed of between 30 and 100 churches. Each jurisdiction is then broken down into several districts, which are smaller groups of churches (either grouped by geographical situation or by similar affiliations) which are each under the authority of District Superintendents who answer to the authority of their jurisdictional/state bishop. There are currently over 170 jurisdictions in the United States, and over 30 jurisdictions in other countries. The bishops of each jurisdiction, according to the COGIC Manual, are considered to be the modern day equivalent in the church of the early apostles and overseers of the New Testament church, and as the highest ranking clergymen in the COGIC, they are tasked with the responsibilities of being the head overseers of all religious, civil, and economic ministries and protocol for the church denomination.[33] They also have the authority to appoint and ordain local pastors, elders, ministers, and reverends within the denomination. The bishops of the COGIC denomination are all collectively called "The Board of Bishops."[34] From the Board of Bishops, and the General Assembly of the COGIC, the body of the church composed of clergy and lay delegates that are responsible for making and enforcing the bylaws of the denomination, every four years, twelve bishops from the COGIC are elected as "The General Board" of the church, who work alongside the delegates of the General Assembly and Board of Bishops to provide administration over the denomination as the church's head executive leaders.[35] One of twelve bishops of the General Board is also elected the "presiding bishop" of the church, and two others are appointed by the presiding bishop himself, as his first and second assistant presiding bishops.
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Bishops in the Church of God in Christ usually wear black clergy suits which consist of a black suit blazer, black pants, a purple or scarlet clergy shirt and a white clerical collar, which is usually referred to as "Class B Civic attire." Bishops in COGIC also typically wear the Anglican Choir Dress style vestments of a long purple or scarlet chimere, cuffs, and tippet worn over a long white rochet, and a gold pectoral cross worn around the neck with the tippet. This is usually referred to as "Class A Ceremonial attire". The bishops of COGIC alternate between Class A Ceremonial attire and Class B Civic attire depending on the protocol of the religious services and other events they have to attend.[34][33]
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In the polity of the Church of God (Cleveland, Tennessee), the international leader is the presiding bishop, and the members of the executive committee are executive bishops. Collectively, they supervise and appoint national and state leaders across the world. Leaders of individual states and regions are administrative bishops, who have jurisdiction over local churches in their respective states and are vested with appointment authority for local pastorates. All ministers are credentialed at one of three levels of licensure, the most senior of which is the rank of ordained bishop. To be eligible to serve in state, national, or international positions of authority, a minister must hold the rank of ordained bishop.
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In 2002, the general convention of the Pentecostal Church of God came to a consensus to change the title of their overseer from general superintendent to bishop. The change was brought on because internationally, the term bishop is more commonly related to religious leaders than the previous title.
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The title bishop is used for both the general (international leader) and the district (state) leaders. The title is sometimes used in conjunction with the previous, thus becoming general (district) superintendent/bishop.
|
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|
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According to the Seventh-day Adventist understanding of the doctrine of the Church:
|
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"The "elders" (Greek, presbuteros) or "bishops" (episkopos) were the most important officers of the church. The term elder means older one, implying dignity and respect. His position was similar to that of the one who had supervision of the synagogue. The term bishop means "overseer." Paul used these terms interchangeably, equating elders with overseers or bishops (Acts 20:17,28; Titus 1:5, 7).
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"Those who held this position supervised the newly formed churches. Elder referred to the status or rank of the office, while bishop denoted the duty or responsibility of the office—"overseer." Since the apostles also called themselves elders (1 Peter 5:1; 2 John 1; 3 John 1), it is apparent that there were both local elders and itinerant elders, or elders at large. But both kinds of elder functioned as shepherds of the congregations.[36]"
|
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The above understanding is part of the basis of Adventist organizational structure. The world wide Seventh-day Adventist church is organized into local districts, conferences or missions, union conferences or union missions, divisions, and finally at the top is the general conference. At each level (with exception to the local districts), there is an elder who is elected president and a group of elders who serve on the executive committee with the elected president. Those who have been elected president would in effect be the "bishop" while never actually carrying the title or ordained as such because the term is usually associated with the episcopal style of church governance most often found in Catholic, Anglican, Methodist and some Pentecostal/Charismatic circles.
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Some Baptists also have begun taking on the title of bishop.[37]
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In some smaller Protestant denominations and independent churches, the term bishop is used in the same way as pastor, to refer to the leader of the local congregation, and may be male or female. This usage is especially common in African-American churches in the US.
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In the Church of Scotland, which has a Presbyterian church structure, the word "bishop" refers to an ordained person, usually a normal parish minister, who has temporary oversight of a trainee minister. In the Presbyterian Church (USA), the term bishop is an expressive name for a Minister of Word and Sacrament who serves a congregation and exercises "the oversight of the flock of Christ."[38] The term is traceable to the 1789 Form of Government of the PC (USA) and the Presbyterian understanding of the pastoral office.[39]
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+
While not considered orthodox Christian, the Ecclesia Gnostica Catholica uses roles and titles derived from Christianity for its clerical hierarchy, including bishops who have much the same authority and responsibilities as in Catholicism.
|
156 |
+
|
157 |
+
The Salvation Army does not have bishops but has appointed leaders of geographical areas, known as Divisional Commanders. Larger geographical areas, called Territories, are led by a Territorial Commander, who is the highest-ranking officer in that Territory.
|
158 |
+
|
159 |
+
Jehovah's Witnesses do not use the title ‘Bishop’ within their organizational structure, but appoint elders to be overseers (to fulfill the role of oversight) within their congregations.[40][41]
|
160 |
+
|
161 |
+
The HKBP of Indonesia, the most prominent Protestant denomination in Indonesia, uses the term Ephorus instead of Bishop.[42]
|
162 |
+
|
163 |
+
In the Vietnamese syncretist religion of Caodaism, bishops (giáo sư) comprise the fifth of nine hierarchical levels, and are responsible for spiritual and temporal education as well as record-keeping and ceremonies in their parishes. At any one time there are seventy-two bishops. Their authority is described in Section I of the text Tân Luật (revealed through seances in December 1926). Caodai bishops wear robes and headgear of embroidered silk depicting the Divine Eye and the Eight Trigrams. (The color varies according to branch.) This is the full ceremonial dress; the simple version consists of a seven-layered turban.
|
164 |
+
|
165 |
+
Traditionally, a number of items are associated with the office of a bishop, most notably the mitre, crosier, and ecclesiastical ring. Other vestments and insignia vary between Eastern and Western Christianity.
|
166 |
+
|
167 |
+
In the Latin Rite of the Catholic Church, the choir dress of a bishop includes the purple cassock with amaranth trim, rochet, purple zucchetto (skull cap), purple biretta, and pectoral cross. The cappa magna may be worn, but only within the bishop's own diocese and on especially solemn occasions.[43] The mitre, zuchetto, and stole are generally worn by bishops when presiding over liturgical functions. For liturgical functions other than the Mass the bishop typically wears the cope. Within his own diocese and when celebrating solemnly elsewhere with the consent of the local ordinary, he also uses the crosier.[43] When celebrating Mass, a bishop, like a priest, wears the chasuble. The Caeremoniale Episcoporum recommends, but does not impose, that in solemn celebrations a bishop should also wear a dalmatic, which can always be white, beneath the chasuble, especially when administering the sacrament of holy orders, blessing an abbot or abbess, and dedicating a church or an altar.[43] The Caeremoniale Episcoporum no longer makes mention of episcopal gloves, episcopal sandals, liturgical stockings (also known as buskins), or the accoutrements that it once prescribed for the bishop's horse. The coat of arms of a Latin Rite Catholic bishop usually displays a galero with a cross and crosier behind the escutcheon; the specifics differ by location and ecclesiastical rank (see Ecclesiastical heraldry).
|
168 |
+
|
169 |
+
Anglican bishops generally make use of the mitre, crosier, ecclesiastical ring, purple cassock, purple zucchetto, and pectoral cross. However, the traditional choir dress of Anglican bishops retains its late mediaeval form, and looks quite different from that of their Catholic counterparts; it consists of a long rochet which is worn with a chimere.
|
170 |
+
|
171 |
+
In the Eastern Churches (Eastern Orthodox, Eastern Rite Catholic) a bishop will wear the mandyas, panagia (and perhaps an enkolpion), sakkos, omophorion and an Eastern-style mitre. Eastern bishops do not normally wear an episcopal ring; the faithful kiss (or, alternatively, touch their forehead to) the bishop's hand. To seal official documents, he will usually use an inked stamp. An Eastern bishop's coat of arms will normally display an Eastern-style mitre, cross, eastern style crosier and a red and white (or red and gold) mantle. The arms of Oriental Orthodox bishops will display the episcopal insignia (mitre or turban) specific to their own liturgical traditions. Variations occur based upon jurisdiction and national customs.
|
172 |
+
|
173 |
+
Eastern Rite Catholic bishops celebrating Divine Liturgy in their proper pontifical vestments
|
174 |
+
|
175 |
+
An Anglican bishop with a crosier, wearing a rochet under a red chimere and cuffs, a black tippet, and a pectoral cross
|
176 |
+
|
177 |
+
An Episcopal bishop immediately before presiding at the Great Vigil of Easter in the narthex of St. Michael's Episcopal Cathedral in Boise, Idaho.
|
178 |
+
|
179 |
+
Catholic bishop dressed for the Sacrifice of the Mass. No Pontifical gloves.
|
en/3490.html.txt
ADDED
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|
1 |
+
Free software, or libre software,[1][2] is computer software distributed under terms that allow users to run the software for any purpose as well as to study, change, and distribute it and any adapted versions.[3][4][5][6][7] Free software is a matter of liberty, not price: users—individually or in cooperation with computer programmers—are free to do what they want with their copies of a free software (including profiting from them) regardless of how much is paid to obtain the program.[8][2] Computer programs are deemed free if they give users (not just the developer) ultimate control over the software and, subsequently, over their devices.[5][9]
|
2 |
+
|
3 |
+
The right to study and modify a computer program entails that source code—the preferred format for making changes—be made available to users of that program. While this is often called "access to source code" or "public availability", the Free Software Foundation recommends against thinking in those terms,[10] because it might give the impression that users have an obligation (as opposed to a right) to give non-users a copy of the program.
|
4 |
+
|
5 |
+
Although the term "free software" had already been used loosely in the past,[11] Richard Stallman is credited with tying it to the sense under discussion and starting the free-software movement in 1983, when he launched the GNU Project: a collaborative effort to create a freedom-respecting operating system, and to revive the spirit of cooperation once prevalent among hackers during the early days of computing.[12][13]
|
6 |
+
|
7 |
+
Free software thus differs from:
|
8 |
+
|
9 |
+
For software under the purview of copyright to be free, it must carry a software license whereby the author grants users the aforementioned rights. Software that is not covered by copyright law, such as software in the public domain, is free as long as the source code is in the public domain too, or otherwise available without restrictions.
|
10 |
+
|
11 |
+
Proprietary software uses restrictive software licences or EULAs and usually does not provide users with the source code. Users are thus legally or technically prevented from changing the software, and this results on reliance on the publisher to provide updates, help, and support. (See also vendor lock-in and abandonware). Users often may not reverse engineer, modify, or redistribute proprietary software.[15][16] Beyond copyright law, contracts and lack of source code, there can exist additional obstacles keeping users from exercising freedom over a piece of software, such as software patents and digital rights management (more specifically, tivoization).[17]
|
12 |
+
|
13 |
+
Free software can be a for-profit, commercial activity or not. Some free software is developed by volunteer computer programmers while other is developed by corporations; or even by both.[18][8]
|
14 |
+
|
15 |
+
Although both definitions refer to almost equivalent corpora of programs, the Free Software Foundation recommends using the term "free software" rather than "open-source software" (a younger vision coined in 1998), because the goals and messaging are quite dissimilar. "Open source" and its associated campaign mostly focus on the technicalities of the public development model and marketing free software to businesses, while taking the ethical issue of user rights very lightly or even antagonistically.[19] Stallman has also stated that considering the practical advantages of free software is like considering the practical advantages of not being handcuffed, in that it is not necessary for an individual to consider practical reasons in order to realize that being handcuffed is undesirable in itself.[20]
|
16 |
+
|
17 |
+
The FSF also notes that "Open Source" has exactly one specific meaning in common English, namely that "you can look at the source code." It states that while the term "Free Software" can lead to two different interpretations, at least one of them is consistent with the intended meaning unlike the term "Open Source".[a] The loan adjective "libre" is often used to avoid the ambiguity of the word "free" in English language, and the ambiguity with the older usage of "free software" as public-domain software.[11] See Gratis versus libre.
|
18 |
+
|
19 |
+
The first formal definition of free software was published by FSF in February 1986.[21] That definition, written by Richard Stallman, is still maintained today and states that software is free software if people who receive a copy of the software have the following four freedoms.[22][23] The numbering begins with zero, not only as a spoof on the common usage of zero-based numbering in programming languages, but also because "Freedom 0" was not initially included in the list, but later added first in the list as it was considered very important.
|
20 |
+
|
21 |
+
Freedoms 1 and 3 require source code to be available because studying and modifying software without its source code can range from highly impractical to nearly impossible.
|
22 |
+
|
23 |
+
Thus, free software means that computer users have the freedom to cooperate with whom they choose, and to control the software they use. To summarize this into a remark distinguishing libre (freedom) software from gratis (zero price) software, the Free Software Foundation says: "Free software is a matter of liberty, not price. To understand the concept, you should think of 'free' as in 'free speech', not as in 'free beer'".[22] See Gratis versus libre.
|
24 |
+
|
25 |
+
In the late 1990s, other groups published their own definitions that describe an almost identical set of software. The most notable are Debian Free Software Guidelines published in 1997,[24] and the Open Source Definition, published in 1998.
|
26 |
+
|
27 |
+
The BSD-based operating systems, such as FreeBSD, OpenBSD, and NetBSD, do not have their own formal definitions of free software. Users of these systems generally find the same set of software to be acceptable, but sometimes see copyleft as restrictive. They generally advocate permissive free-software licenses, which allow others to use the software as they wish, without being legally forced to provide the source code. Their view is that this permissive approach is more free. The Kerberos, X11, and Apache software licenses are substantially similar in intent and implementation.
|
28 |
+
|
29 |
+
There are thousands of free applications and many operating systems available on the Internet. Users can easily download and install those applications via a package manager that comes included with most Linux distributions.
|
30 |
+
The Free Software Directory maintains a large database of free-software packages. Some of the best-known examples include the Linux kernel, the BSD and Linux operating systems, the GNU Compiler Collection and C library; the MySQL relational database; the Apache web server; and the Sendmail mail transport agent. Other influential examples include the Emacs text editor; the GIMP raster drawing and image editor; the X Window System graphical-display system; the LibreOffice office suite; and the TeX and LaTeX typesetting systems.
|
31 |
+
|
32 |
+
Kscreen-krunner.png
|
33 |
+
KDE Plasma desktop on Debian.
|
34 |
+
|
35 |
+
Captura de pagina de manual de OpenSSL.png
|
36 |
+
OpenSSL's manual page.
|
37 |
+
|
38 |
+
BgeCarSc.jpg
|
39 |
+
Creating a 3D car racing game using the Blender Game Engine
|
40 |
+
|
41 |
+
Replicant 4.0 on NexusS.png
|
42 |
+
Replicant smartphone, an Android-based system that is 100% free software.
|
43 |
+
|
44 |
+
Libreoffice 5.3 writer MUFFIN interface.png
|
45 |
+
Libreoffice is a free multi-platform office suite.
|
46 |
+
|
47 |
+
From the 1950s up until the early 1970s, it was normal for computer users to have the software freedoms associated with free software, which was typically public-domain software.[11] Software was commonly shared by individuals who used computers and by hardware manufacturers who welcomed the fact that people were making software that made their hardware useful. Organizations of users and suppliers, for example, SHARE, were formed to facilitate exchange of software. As software was often written in an interpreted language such as BASIC, the source code was distributed to use these programs. Software was also shared and distributed as printed source code (Type-in program) in computer magazines (like Creative Computing, SoftSide, Compute!, Byte etc) and books, like the bestseller BASIC Computer Games.[25] By the early 1970s, the picture changed: software costs were dramatically increasing, a growing software industry was competing with the hardware manufacturer's bundled software products (free in that the cost was included in the hardware cost), leased machines required software support while providing no revenue for software, and some customers able to better meet their own needs did not want the costs of "free" software bundled with hardware product costs. In United States vs. IBM, filed January 17, 1969, the government charged that bundled software was anti-competitive.[26] While some software might always be free, there would henceforth be a growing amount of software produced primarily for sale. In the 1970s and early 1980s, the software industry began using technical measures (such as only distributing binary copies of computer programs) to prevent computer users from being able to study or adapt the software applications as they saw fit. In 1980, copyright law was extended to computer programs.
|
48 |
+
|
49 |
+
In 1983, Richard Stallman, one of the original authors of the popular Emacs program and a longtime member of the hacker community at the MIT Artificial Intelligence Laboratory, announced the GNU project, the purpose of which was to produce a completely non-proprietary Unix-compatible operating system, saying that he had become frustrated with the shift in climate surrounding the computer world and its users. In his initial declaration of the project and its purpose, he specifically cited as a motivation his opposition to being asked to agree to non-disclosure agreements and restrictive licenses which prohibited the free sharing of potentially profitable in-development software, a prohibition directly contrary to the traditional hacker ethic. Software development for the GNU operating system began in January 1984, and the Free Software Foundation (FSF) was founded in October 1985. He developed a free software definition and the concept of "copyleft", designed to ensure software freedom for all.
|
50 |
+
Some non-software industries are beginning to use techniques similar to those used in free software development for their research and development process; scientists, for example, are looking towards more open development processes, and hardware such as microchips are beginning to be developed with specifications released under copyleft licenses (see the OpenCores project, for instance). Creative Commons and the free-culture movement have also been largely influenced by the free software movement.
|
51 |
+
|
52 |
+
In 1983, Richard Stallman, longtime member of the hacker community at the MIT Artificial Intelligence Laboratory, announced the GNU project, saying that he had become frustrated with the effects of the change in culture of the computer industry and its users.[27] Software development for the GNU operating system began in January 1984, and the Free Software Foundation (FSF) was founded in October 1985. An article outlining the project and its goals was published in March 1985 titled the GNU Manifesto. The manifesto included significant explanation of the GNU philosophy, Free Software Definition and "copyleft" ideas.
|
53 |
+
|
54 |
+
The Linux kernel, started by Linus Torvalds, was released as freely modifiable source code in 1991. The first licence was a proprietary software licence. However, with version 0.12 in February 1992, he relicensed the project under the GNU General Public License.[28] Much like Unix, Torvalds' kernel attracted the attention of volunteer programmers.
|
55 |
+
FreeBSD and NetBSD (both derived from 386BSD) were released as free software when the USL v. BSDi lawsuit was settled out of court in 1993. OpenBSD forked from NetBSD in 1995. Also in 1995, The Apache HTTP Server, commonly referred to as Apache, was released under the Apache License 1.0.
|
56 |
+
|
57 |
+
All free-software licenses must grant users all the freedoms discussed above. However, unless the applications' licenses are compatible, combining programs by mixing source code or directly linking binaries is problematic, because of license technicalities. Programs indirectly connected together may avoid this problem.
|
58 |
+
|
59 |
+
The majority of free software falls under a small set of licenses. The most popular of these licenses are:[30][31]
|
60 |
+
|
61 |
+
The Free Software Foundation and the Open Source Initiative both publish lists of licenses that they find to comply with their own definitions of free software and open-source software respectively:
|
62 |
+
|
63 |
+
The FSF list is not prescriptive: free-software licenses can exist that the FSF has not heard about, or considered important enough to write about. So it's possible for a license to be free and not in the FSF list. The OSI list only lists licenses that have been submitted, considered and approved. All open-source licenses must meet the Open Source Definition in order to be officially recognized as open source software. Free software, on the other hand, is a more informal classification that does not rely on official recognition. Nevertheless, software licensed under licenses that do not meet the Free Software Definition cannot rightly be considered free software.
|
64 |
+
|
65 |
+
Apart from these two organizations, the Debian project is seen by some to provide useful advice on whether particular licenses comply with their Debian Free Software Guidelines. Debian doesn't publish a list of approved licenses, so its judgments have to be tracked by checking what software they have allowed into their software archives. That is summarized at the Debian web site.[32]
|
66 |
+
|
67 |
+
It is rare that a license announced as being in-compliance with the FSF guidelines does not also meet the Open Source Definition, although the reverse is not necessarily true (for example, the NASA Open Source Agreement is an OSI-approved license, but non-free according to FSF).
|
68 |
+
|
69 |
+
There are different categories of free software.
|
70 |
+
|
71 |
+
There is debate over the security of free software in comparison to proprietary software, with a major issue being security through obscurity. A popular quantitative test in computer security is to use relative counting of known unpatched security flaws. Generally, users of this method advise avoiding products that lack fixes for known security flaws, at least until a fix is available.
|
72 |
+
|
73 |
+
Free software advocates strongly believe that this methodology is biased by counting more vulnerabilities for the free software systems, since their source code is accessible and their community is more forthcoming about what problems exist,[39] (This is called "Security Through Disclosure"[40]) and proprietary software systems can have undisclosed societal drawbacks, such as disenfranchising less fortunate would-be users of free programs. As users can analyse and trace the source code, many more people with no commercial constraints can inspect the code and find bugs and loopholes than a corporation would find practicable. According to Richard Stallman, user access to the source code makes deploying free software with undesirable hidden spyware functionality far more difficult than for proprietary software.[41]
|
74 |
+
|
75 |
+
Some quantitative studies have been done on the subject.[42][43][44][45]
|
76 |
+
|
77 |
+
In 2006, OpenBSD started the first campaign against the use of binary blobs in kernels. Blobs are usually freely distributable device drivers for hardware from vendors that do not reveal driver source code to users or developers. This restricts the users' freedom effectively to modify the software and distribute modified versions. Also, since the blobs are undocumented and may have bugs, they pose a security risk to any operating system whose kernel includes them. The proclaimed aim of the campaign against blobs is to collect hardware documentation that allows developers to write free software drivers for that hardware, ultimately enabling all free operating systems to become or remain blob-free.
|
78 |
+
|
79 |
+
The issue of binary blobs in the Linux kernel and other device drivers motivated some developers in Ireland to launch gNewSense, a Linux based distribution with all the binary blobs removed. The project received support from the Free Software Foundation and stimulated the creation, headed by the Free Software Foundation Latin America, of the Linux-libre kernel.[46] As of October 2012, Trisquel is the most popular FSF endorsed Linux distribution ranked by Distrowatch (over 12 months).[47] While Debian is not endorsed by the FSF and does not use Linux-libre, it is also a popular distribution available without kernel blobs by default since 2011.[46]
|
80 |
+
|
81 |
+
Selling software under any free-software licence is permissible, as is commercial use. This is true for licenses with or without copyleft.[18][48][49]
|
82 |
+
|
83 |
+
Since free software may be freely redistributed, it is generally available at little or no fee. Free software business models are usually based on adding value such as customization, accompanying hardware, support, training, integration, or certification.[18] Exceptions exist however, where the user is charged to obtain a copy of the free application itself.[50]
|
84 |
+
|
85 |
+
Fees are usually charged for distribution on compact discs and bootable USB drives, or for services of installing or maintaining the operation of free software. Development of large, commercially used free software is often funded by a combination of user donations, crowdfunding, corporate contributions, and tax money. The SELinux project at the United States National Security Agency is an example of a federally funded free-software project.
|
86 |
+
|
87 |
+
Proprietary software, on the other hand, tends to use a different business model, where a customer of the proprietary application pays a fee for a license to legally access and use it. This license may grant the customer the ability to configure some or no parts of the software themselves. Often some level of support is included in the purchase of proprietary software, but additional support services (especially for enterprise applications) are usually available for an additional fee. Some proprietary software vendors will also customize software for a fee.[51]
|
88 |
+
|
89 |
+
The Free Software Foundation encourages selling free software. As the Foundation has written, "distributing free software is an opportunity to raise funds for development. Don't waste it!".[8] For example, the FSF's own recommended license (the GNU GPL) states that "[you] may charge any price or no price for each copy that you convey, and you may offer support or warranty protection for a fee."[52]
|
90 |
+
|
91 |
+
Microsoft CEO Steve Ballmer stated in 2001 that "open source is not available to commercial companies. The way the license is written, if you use any open-source software, you have to make the rest of your software open source."[53] This misunderstanding is based on a requirement of copyleft licenses (like the GPL) that if one distributes modified versions of software, they must release the source and use the same license. This requirement does not extend to other software from the same developer.[citation needed] The claim of incompatibility between commercial companies and free software is also a misunderstanding. There are several large companies, e.g. Red Hat and IBM, which do substantial commercial business in the development of free software.[citation needed]
|
92 |
+
|
93 |
+
Free software played a significant part in the development of the Internet, the World Wide Web and the infrastructure of dot-com companies.[56][57] Free software allows users to cooperate in enhancing and refining the programs they use; free software is a pure public good rather than a private good. Companies that contribute to free software increase commercial innovation.[58]
|
94 |
+
|
95 |
+
Official statement of the United Space Alliance, which manages the computer systems for the International Space Station (ISS), regarding their May 2013 decision to migrate ISS computer systems from Windows to Linux[59][60]
|
96 |
+
|
97 |
+
The economic viability of free software has been recognized by large corporations such as IBM, Red Hat, and Sun Microsystems.[61][62][63][64][65] Many companies whose core business is not in the IT sector choose free software for their Internet information and sales sites, due to the lower initial capital investment and ability to freely customize the application packages. Most companies in the software business include free software in their commercial products if the licenses allow that.[18]
|
98 |
+
|
99 |
+
Free software is generally available at no cost and can result in permanently lower TCO costs compared to proprietary software.[66] With free software, businesses can fit software to their specific needs by changing the software themselves or by hiring programmers to modify it for them. Free software often has no warranty, and more importantly, generally does not assign legal liability to anyone. However, warranties are permitted between any two parties upon the condition of the software and its usage. Such an agreement is made separately from the free software license.
|
100 |
+
|
101 |
+
A report by Standish Group estimates that adoption of free software has caused a drop in revenue to the proprietary software industry by about $60 billion per year.[67]. Eric S. Raymond argued that the term free software is too ambiguous and intimidating for the business community. Raymond promoted the term open-source software as a friendlier alternative for the business and corporate world.[68]
|
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1 |
+
|
2 |
+
|
3 |
+
A logo (abbreviation of logotype,[4] from Greek: λόγος, romanized: logos, lit. 'word' and Greek: τύπος, romanized: typos, lit. 'imprint') is a graphic mark, emblem, or symbol used to aid and promote public identification and recognition. It may be of an abstract or figurative design or include the text of the name it represents as in a wordmark.
|
4 |
+
|
5 |
+
In the days of hot metal typesetting, a logotype was one word cast as a single piece of type (e.g. "The" in ATF Garamond), as opposed to a ligature, which is two or more letters joined, but not forming a word.[5] By extension, the term was also used for a uniquely set and arranged typeface or colophon. At the level of mass communication and in common usage, a company's logo is today often synonymous with its trademark or brand.[6]
|
6 |
+
|
7 |
+
Numerous inventions and techniques have contributed to the contemporary logo, including cylinder seals (c. 2300 BCE), coins (c. 600 BCE),[7][8] trans-cultural diffusion of logographic languages, coats of arms,[9] watermarks,[10] silver hallmarks, and the development of printing technology.
|
8 |
+
|
9 |
+
As the industrial revolution converted western societies from agrarian to industrial in the 18th and 19th centuries, photography and lithography contributed to the boom of an advertising industry that integrated typography and imagery together on the page.[11] Simultaneously, typography itself was undergoing a revolution of form and expression that expanded beyond the modest, serif typefaces used in books, to bold, ornamental typefaces used on broadsheet posters.[12]
|
10 |
+
|
11 |
+
The arts were expanding in purpose—from expression and decoration of an artistic, storytelling nature, to a differentiation of brands and products that the growing middle classes were consuming. Consultancies and trades-groups in the commercial arts were growing and organizing; by 1890, the US had 700 lithographic printing firms employing more than 8,000 people.[13] Artistic credit tended to be assigned to the lithographic company, as opposed to the individual artists who usually performed less important jobs.
|
12 |
+
|
13 |
+
Innovators in the visual arts and lithographic process—such as French printing firm Rouchon in the 1840s, Joseph Morse of New York in the 1850s, Frederick Walker of England in the 1870s, and Jules Chéret of France in the 1870s—developed an illustrative style that went beyond tonal, representational art to figurative imagery with sections of bright, flat colors.[13] Playful children's books, authoritative newspapers, and conversational periodicals developed their own visual and editorial styles for unique, expanding audiences. As printing costs decreased, literacy rates increased, and visual styles changed, the Victorian decorative arts led to an expansion of typographic styles and methods of representing businesses.[14]
|
14 |
+
|
15 |
+
The Arts and Crafts Movement of late-19th century, partially in response to the excesses of Victorian typography, aimed to restore an honest sense of craftsmanship to the mass-produced goods of the era.[15] A renewal of interest in craftsmanship and quality also provided the artists and companies with a greater interest in credit, leading to the creation of unique logos and marks.
|
16 |
+
|
17 |
+
By the 1950s, Modernism had shed its roots as an avant-garde artistic movement in Europe to become an international, commercialized movement with adherents in the United States and elsewhere. The visual simplicity and conceptual clarity that were the hallmarks of Modernism as an artistic movement formed a powerful toolset for a new generation of graphic designers whose logos embodied Ludwig Mies van der Rohe’s dictum, "Less is more." Modernist-inspired logos proved successful in the era of mass visual communication ushered in by television, improvements in printing technology, and digital innovations.
|
18 |
+
|
19 |
+
The current era of logo design began in the 1870s[citation needed] with the first abstract logo, the Bass red triangle. As of 2014[update], many corporations, products, brands, services, agencies, and other entities use an ideogram (sign, icon) or an emblem (symbol) or a combination of sign and emblem as a logo. As a result, only a few of the thousands of ideograms in circulation are recognizable without a name. An effective logo may consist of both an ideogram and the company name (logotype) to emphasize the name over the graphic, and employ a unique design via the use of letters, colors, and additional graphic elements.
|
20 |
+
|
21 |
+
Ideograms and symbols may be more effective than written names (logotypes), especially for logos translated into many alphabets in increasingly globalized markets. For instance, a name written in Arabic script might have little resonance in most European markets. By contrast, ideograms keep the general proprietary nature of a product in both markets. In non-profit areas, the Red Cross (varied as the Red Crescent in Muslim countries and as the Red Star of David in Israel) exemplifies a well-known emblem that does not need an accompanying name. The red cross and red crescent are among the best-recognized symbols in the world. National Red Cross and Red Crescent Societies and their Federation as well as the International Committee of the Red Cross include these symbols in their logos.
|
22 |
+
|
23 |
+
Branding can aim to facilitate cross-language marketing.[16] Consumers and potential consumers can identify the Coca-Cola name written in different alphabets because of the standard color and "ribbon wave" design of its logo. The text was written in Spencerian Script, which was a popular writing style when the Coca-Cola Logo was being designed.[17]
|
24 |
+
|
25 |
+
Since a logo is the visual entity signifying an organization, logo design is an important area of graphic design. A logo is the central element of a complex identification system that must be functionally extended to all communications of an organization. Therefore, the design of logos and their incorporation in a visual identity system is one of the most difficult and important areas of graphic design. Logos fall into three classifications (which can be combined). Ideographs, such as Chase Bank, are completely abstract forms; pictographs are iconic, representational designs; logotypes (or wordmarks) depict the name or company initials. Because logos are meant to represent companies' brands or corporate identities and foster their immediate customer recognition, it is counterproductive to frequently redesign logos.
|
26 |
+
|
27 |
+
The logo design profession has substantially increased in numbers over the years since the rise of the Modernist movement in the United States in the 1950s.[18] Three designers are widely[19] considered the pioneers of that movement and of logo and corporate identity design: The first is Chermayeff & Geismar,[20] which is the firm responsible for many iconic logos, such as Chase Bank (1964), Mobil Oil (1965), PBS (1984), NBC (1986), National Geographic (2003), and others. Due to the simplicity and boldness of their designs, many of their earlier logos are still in use today. The firm recently designed logos for the Library of Congress and the fashion brand Armani Exchange. Another pioneer of corporate identity design is Paul Rand,[21] who was one of the originators of the Swiss Style of graphic design. He designed many posters and corporate identities, including the famous logos for IBM, UPS, and ABC. The third pioneer of corporate identity design is Saul Bass.[22] Bass was responsible for several recognizable logos in North America, including both the Bell Telephone logo (1969) and successor AT&T Corporation globe (1983). Other well-known designs were Continental Airlines (1968), Dixie (1969), and United Way (1972). Later, he would produce logos for a number of Japanese companies as well.
|
28 |
+
An important development in the documentation of logo design is the study of French trademarks by historian Edith Amiot and philosopher Jean Louis Azizollah.[23]
|
29 |
+
|
30 |
+
Color is a key element in logo design and plays an important role in brand differentiation. Colors can have immense consequences on our moods. They are remarkably dominant to the point that they can manipulate perspectives, emotions, and reactions. [24] The importance of color in this context is due to the mechanics of human visual perception wherein color and contrast play critical roles in visual detail detection. In addition, we tend to acquire various color connotations and color associations through social and cultural conditioning, and these play a role in how we decipher and evaluate logo color. While color is considered important to brand recognition and logo design, it shouldn't conflict with logo functionality, and it needs to be remembered that color connotations and associations are not consistent across all social and cultural groups. For example, in the United States, red, white, and blue are often used in logos for companies that want to project patriotic feelings but other countries will have different sets of colors that evoke national pride.
|
31 |
+
|
32 |
+
Choosing an organisation's logo's color is an important decision because of its long term implications and its role in creating differentiation among competitors' logos. A methodology for identifying potential logo colors within an industry sector is color mapping, whereby existing logo colors are systematically identified, mapped, and evaluated (O'Connor, 2011).[25]
|
33 |
+
|
34 |
+
Designing a good logo often requires involvement from a marketing team teaming with the graphic design studio. Before a logo is designed, there must be a clear definition of the concept and values of the brand as well as understanding of the consumer or target group. Broad steps in the logo design process include research, conceptualization, investigation of alternative candidates, refinement of a chosen design, testing across products, and finally adoption and production of the chosen mark.
|
35 |
+
|
36 |
+
In 1898, the French tire manufacturer Michelin introduced the Michelin Man, a cartoon figure presented in many different contexts, such as eating, drinking, and playing sports. By the early 21st century, large corporations such as MTV, Nickelodeon, Google, Morton Salt, and Saks Fifth Avenue had adopted dynamic logos that change over time from setting to setting.[26]
|
37 |
+
|
38 |
+
A company that uses logotypes (wordmarks) may desire a logo that matches the firm's Internet address. For short logotypes consisting of two or three characters, multiple companies are found to employ the same letters. A "CA" logo, for example, is used by the French bank Credit Agricole, the Dutch clothing retailer C&A, and the US software corporation CA Technologies, but only one can have the Internet domain name CA.com.
|
39 |
+
|
40 |
+
In today's digital interface adaptive world, a logo will be formatted and re-formatted from large monitors to small handheld devices. With the constant size change and re-formatting, logo designers are shifting to a more bold and simple approach, with heavy lines and shapes, and solid colors. This reduces the confusion when mingled with other logos in tight spaces and when scaled between media. Social networks like Twitter, Facebook, LinkedIn, and Google+ use such logos.
|
41 |
+
|
42 |
+
Logos and their design may be protected by copyright, via various intellectual property organisations worldwide which make available application procedures to register a design to give it protection at law. For example, in the UK, the Intellectual Property Office (United Kingdom)[27] govern registered designs, patents, and trademarks. Ordinarily, the trademark registration will not 'make claim' to colors used, meaning it is the visual design that will be protected, even if it is reproduced in a variety of other colors or backgrounds.
|
43 |
+
|
44 |
+
For many teams, a logo or "crest" is an important way to recognize a team's history and can intimidate opponents.
|
45 |
+
For certain teams, the logo and color scheme are synonymous with the team's players. For example, Manchester United, the Toronto Maple Leafs, or New York Yankees all have a recognizable logo that can be identified by any fan of the respective sport.
|
en/3492.html.txt
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|
1 |
+
|
2 |
+
|
3 |
+
A logo (abbreviation of logotype,[4] from Greek: λόγος, romanized: logos, lit. 'word' and Greek: τύπος, romanized: typos, lit. 'imprint') is a graphic mark, emblem, or symbol used to aid and promote public identification and recognition. It may be of an abstract or figurative design or include the text of the name it represents as in a wordmark.
|
4 |
+
|
5 |
+
In the days of hot metal typesetting, a logotype was one word cast as a single piece of type (e.g. "The" in ATF Garamond), as opposed to a ligature, which is two or more letters joined, but not forming a word.[5] By extension, the term was also used for a uniquely set and arranged typeface or colophon. At the level of mass communication and in common usage, a company's logo is today often synonymous with its trademark or brand.[6]
|
6 |
+
|
7 |
+
Numerous inventions and techniques have contributed to the contemporary logo, including cylinder seals (c. 2300 BCE), coins (c. 600 BCE),[7][8] trans-cultural diffusion of logographic languages, coats of arms,[9] watermarks,[10] silver hallmarks, and the development of printing technology.
|
8 |
+
|
9 |
+
As the industrial revolution converted western societies from agrarian to industrial in the 18th and 19th centuries, photography and lithography contributed to the boom of an advertising industry that integrated typography and imagery together on the page.[11] Simultaneously, typography itself was undergoing a revolution of form and expression that expanded beyond the modest, serif typefaces used in books, to bold, ornamental typefaces used on broadsheet posters.[12]
|
10 |
+
|
11 |
+
The arts were expanding in purpose—from expression and decoration of an artistic, storytelling nature, to a differentiation of brands and products that the growing middle classes were consuming. Consultancies and trades-groups in the commercial arts were growing and organizing; by 1890, the US had 700 lithographic printing firms employing more than 8,000 people.[13] Artistic credit tended to be assigned to the lithographic company, as opposed to the individual artists who usually performed less important jobs.
|
12 |
+
|
13 |
+
Innovators in the visual arts and lithographic process—such as French printing firm Rouchon in the 1840s, Joseph Morse of New York in the 1850s, Frederick Walker of England in the 1870s, and Jules Chéret of France in the 1870s—developed an illustrative style that went beyond tonal, representational art to figurative imagery with sections of bright, flat colors.[13] Playful children's books, authoritative newspapers, and conversational periodicals developed their own visual and editorial styles for unique, expanding audiences. As printing costs decreased, literacy rates increased, and visual styles changed, the Victorian decorative arts led to an expansion of typographic styles and methods of representing businesses.[14]
|
14 |
+
|
15 |
+
The Arts and Crafts Movement of late-19th century, partially in response to the excesses of Victorian typography, aimed to restore an honest sense of craftsmanship to the mass-produced goods of the era.[15] A renewal of interest in craftsmanship and quality also provided the artists and companies with a greater interest in credit, leading to the creation of unique logos and marks.
|
16 |
+
|
17 |
+
By the 1950s, Modernism had shed its roots as an avant-garde artistic movement in Europe to become an international, commercialized movement with adherents in the United States and elsewhere. The visual simplicity and conceptual clarity that were the hallmarks of Modernism as an artistic movement formed a powerful toolset for a new generation of graphic designers whose logos embodied Ludwig Mies van der Rohe’s dictum, "Less is more." Modernist-inspired logos proved successful in the era of mass visual communication ushered in by television, improvements in printing technology, and digital innovations.
|
18 |
+
|
19 |
+
The current era of logo design began in the 1870s[citation needed] with the first abstract logo, the Bass red triangle. As of 2014[update], many corporations, products, brands, services, agencies, and other entities use an ideogram (sign, icon) or an emblem (symbol) or a combination of sign and emblem as a logo. As a result, only a few of the thousands of ideograms in circulation are recognizable without a name. An effective logo may consist of both an ideogram and the company name (logotype) to emphasize the name over the graphic, and employ a unique design via the use of letters, colors, and additional graphic elements.
|
20 |
+
|
21 |
+
Ideograms and symbols may be more effective than written names (logotypes), especially for logos translated into many alphabets in increasingly globalized markets. For instance, a name written in Arabic script might have little resonance in most European markets. By contrast, ideograms keep the general proprietary nature of a product in both markets. In non-profit areas, the Red Cross (varied as the Red Crescent in Muslim countries and as the Red Star of David in Israel) exemplifies a well-known emblem that does not need an accompanying name. The red cross and red crescent are among the best-recognized symbols in the world. National Red Cross and Red Crescent Societies and their Federation as well as the International Committee of the Red Cross include these symbols in their logos.
|
22 |
+
|
23 |
+
Branding can aim to facilitate cross-language marketing.[16] Consumers and potential consumers can identify the Coca-Cola name written in different alphabets because of the standard color and "ribbon wave" design of its logo. The text was written in Spencerian Script, which was a popular writing style when the Coca-Cola Logo was being designed.[17]
|
24 |
+
|
25 |
+
Since a logo is the visual entity signifying an organization, logo design is an important area of graphic design. A logo is the central element of a complex identification system that must be functionally extended to all communications of an organization. Therefore, the design of logos and their incorporation in a visual identity system is one of the most difficult and important areas of graphic design. Logos fall into three classifications (which can be combined). Ideographs, such as Chase Bank, are completely abstract forms; pictographs are iconic, representational designs; logotypes (or wordmarks) depict the name or company initials. Because logos are meant to represent companies' brands or corporate identities and foster their immediate customer recognition, it is counterproductive to frequently redesign logos.
|
26 |
+
|
27 |
+
The logo design profession has substantially increased in numbers over the years since the rise of the Modernist movement in the United States in the 1950s.[18] Three designers are widely[19] considered the pioneers of that movement and of logo and corporate identity design: The first is Chermayeff & Geismar,[20] which is the firm responsible for many iconic logos, such as Chase Bank (1964), Mobil Oil (1965), PBS (1984), NBC (1986), National Geographic (2003), and others. Due to the simplicity and boldness of their designs, many of their earlier logos are still in use today. The firm recently designed logos for the Library of Congress and the fashion brand Armani Exchange. Another pioneer of corporate identity design is Paul Rand,[21] who was one of the originators of the Swiss Style of graphic design. He designed many posters and corporate identities, including the famous logos for IBM, UPS, and ABC. The third pioneer of corporate identity design is Saul Bass.[22] Bass was responsible for several recognizable logos in North America, including both the Bell Telephone logo (1969) and successor AT&T Corporation globe (1983). Other well-known designs were Continental Airlines (1968), Dixie (1969), and United Way (1972). Later, he would produce logos for a number of Japanese companies as well.
|
28 |
+
An important development in the documentation of logo design is the study of French trademarks by historian Edith Amiot and philosopher Jean Louis Azizollah.[23]
|
29 |
+
|
30 |
+
Color is a key element in logo design and plays an important role in brand differentiation. Colors can have immense consequences on our moods. They are remarkably dominant to the point that they can manipulate perspectives, emotions, and reactions. [24] The importance of color in this context is due to the mechanics of human visual perception wherein color and contrast play critical roles in visual detail detection. In addition, we tend to acquire various color connotations and color associations through social and cultural conditioning, and these play a role in how we decipher and evaluate logo color. While color is considered important to brand recognition and logo design, it shouldn't conflict with logo functionality, and it needs to be remembered that color connotations and associations are not consistent across all social and cultural groups. For example, in the United States, red, white, and blue are often used in logos for companies that want to project patriotic feelings but other countries will have different sets of colors that evoke national pride.
|
31 |
+
|
32 |
+
Choosing an organisation's logo's color is an important decision because of its long term implications and its role in creating differentiation among competitors' logos. A methodology for identifying potential logo colors within an industry sector is color mapping, whereby existing logo colors are systematically identified, mapped, and evaluated (O'Connor, 2011).[25]
|
33 |
+
|
34 |
+
Designing a good logo often requires involvement from a marketing team teaming with the graphic design studio. Before a logo is designed, there must be a clear definition of the concept and values of the brand as well as understanding of the consumer or target group. Broad steps in the logo design process include research, conceptualization, investigation of alternative candidates, refinement of a chosen design, testing across products, and finally adoption and production of the chosen mark.
|
35 |
+
|
36 |
+
In 1898, the French tire manufacturer Michelin introduced the Michelin Man, a cartoon figure presented in many different contexts, such as eating, drinking, and playing sports. By the early 21st century, large corporations such as MTV, Nickelodeon, Google, Morton Salt, and Saks Fifth Avenue had adopted dynamic logos that change over time from setting to setting.[26]
|
37 |
+
|
38 |
+
A company that uses logotypes (wordmarks) may desire a logo that matches the firm's Internet address. For short logotypes consisting of two or three characters, multiple companies are found to employ the same letters. A "CA" logo, for example, is used by the French bank Credit Agricole, the Dutch clothing retailer C&A, and the US software corporation CA Technologies, but only one can have the Internet domain name CA.com.
|
39 |
+
|
40 |
+
In today's digital interface adaptive world, a logo will be formatted and re-formatted from large monitors to small handheld devices. With the constant size change and re-formatting, logo designers are shifting to a more bold and simple approach, with heavy lines and shapes, and solid colors. This reduces the confusion when mingled with other logos in tight spaces and when scaled between media. Social networks like Twitter, Facebook, LinkedIn, and Google+ use such logos.
|
41 |
+
|
42 |
+
Logos and their design may be protected by copyright, via various intellectual property organisations worldwide which make available application procedures to register a design to give it protection at law. For example, in the UK, the Intellectual Property Office (United Kingdom)[27] govern registered designs, patents, and trademarks. Ordinarily, the trademark registration will not 'make claim' to colors used, meaning it is the visual design that will be protected, even if it is reproduced in a variety of other colors or backgrounds.
|
43 |
+
|
44 |
+
For many teams, a logo or "crest" is an important way to recognize a team's history and can intimidate opponents.
|
45 |
+
For certain teams, the logo and color scheme are synonymous with the team's players. For example, Manchester United, the Toronto Maple Leafs, or New York Yankees all have a recognizable logo that can be identified by any fan of the respective sport.
|
en/3493.html.txt
ADDED
@@ -0,0 +1,45 @@
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1 |
+
|
2 |
+
|
3 |
+
A logo (abbreviation of logotype,[4] from Greek: λόγος, romanized: logos, lit. 'word' and Greek: τύπος, romanized: typos, lit. 'imprint') is a graphic mark, emblem, or symbol used to aid and promote public identification and recognition. It may be of an abstract or figurative design or include the text of the name it represents as in a wordmark.
|
4 |
+
|
5 |
+
In the days of hot metal typesetting, a logotype was one word cast as a single piece of type (e.g. "The" in ATF Garamond), as opposed to a ligature, which is two or more letters joined, but not forming a word.[5] By extension, the term was also used for a uniquely set and arranged typeface or colophon. At the level of mass communication and in common usage, a company's logo is today often synonymous with its trademark or brand.[6]
|
6 |
+
|
7 |
+
Numerous inventions and techniques have contributed to the contemporary logo, including cylinder seals (c. 2300 BCE), coins (c. 600 BCE),[7][8] trans-cultural diffusion of logographic languages, coats of arms,[9] watermarks,[10] silver hallmarks, and the development of printing technology.
|
8 |
+
|
9 |
+
As the industrial revolution converted western societies from agrarian to industrial in the 18th and 19th centuries, photography and lithography contributed to the boom of an advertising industry that integrated typography and imagery together on the page.[11] Simultaneously, typography itself was undergoing a revolution of form and expression that expanded beyond the modest, serif typefaces used in books, to bold, ornamental typefaces used on broadsheet posters.[12]
|
10 |
+
|
11 |
+
The arts were expanding in purpose—from expression and decoration of an artistic, storytelling nature, to a differentiation of brands and products that the growing middle classes were consuming. Consultancies and trades-groups in the commercial arts were growing and organizing; by 1890, the US had 700 lithographic printing firms employing more than 8,000 people.[13] Artistic credit tended to be assigned to the lithographic company, as opposed to the individual artists who usually performed less important jobs.
|
12 |
+
|
13 |
+
Innovators in the visual arts and lithographic process—such as French printing firm Rouchon in the 1840s, Joseph Morse of New York in the 1850s, Frederick Walker of England in the 1870s, and Jules Chéret of France in the 1870s—developed an illustrative style that went beyond tonal, representational art to figurative imagery with sections of bright, flat colors.[13] Playful children's books, authoritative newspapers, and conversational periodicals developed their own visual and editorial styles for unique, expanding audiences. As printing costs decreased, literacy rates increased, and visual styles changed, the Victorian decorative arts led to an expansion of typographic styles and methods of representing businesses.[14]
|
14 |
+
|
15 |
+
The Arts and Crafts Movement of late-19th century, partially in response to the excesses of Victorian typography, aimed to restore an honest sense of craftsmanship to the mass-produced goods of the era.[15] A renewal of interest in craftsmanship and quality also provided the artists and companies with a greater interest in credit, leading to the creation of unique logos and marks.
|
16 |
+
|
17 |
+
By the 1950s, Modernism had shed its roots as an avant-garde artistic movement in Europe to become an international, commercialized movement with adherents in the United States and elsewhere. The visual simplicity and conceptual clarity that were the hallmarks of Modernism as an artistic movement formed a powerful toolset for a new generation of graphic designers whose logos embodied Ludwig Mies van der Rohe’s dictum, "Less is more." Modernist-inspired logos proved successful in the era of mass visual communication ushered in by television, improvements in printing technology, and digital innovations.
|
18 |
+
|
19 |
+
The current era of logo design began in the 1870s[citation needed] with the first abstract logo, the Bass red triangle. As of 2014[update], many corporations, products, brands, services, agencies, and other entities use an ideogram (sign, icon) or an emblem (symbol) or a combination of sign and emblem as a logo. As a result, only a few of the thousands of ideograms in circulation are recognizable without a name. An effective logo may consist of both an ideogram and the company name (logotype) to emphasize the name over the graphic, and employ a unique design via the use of letters, colors, and additional graphic elements.
|
20 |
+
|
21 |
+
Ideograms and symbols may be more effective than written names (logotypes), especially for logos translated into many alphabets in increasingly globalized markets. For instance, a name written in Arabic script might have little resonance in most European markets. By contrast, ideograms keep the general proprietary nature of a product in both markets. In non-profit areas, the Red Cross (varied as the Red Crescent in Muslim countries and as the Red Star of David in Israel) exemplifies a well-known emblem that does not need an accompanying name. The red cross and red crescent are among the best-recognized symbols in the world. National Red Cross and Red Crescent Societies and their Federation as well as the International Committee of the Red Cross include these symbols in their logos.
|
22 |
+
|
23 |
+
Branding can aim to facilitate cross-language marketing.[16] Consumers and potential consumers can identify the Coca-Cola name written in different alphabets because of the standard color and "ribbon wave" design of its logo. The text was written in Spencerian Script, which was a popular writing style when the Coca-Cola Logo was being designed.[17]
|
24 |
+
|
25 |
+
Since a logo is the visual entity signifying an organization, logo design is an important area of graphic design. A logo is the central element of a complex identification system that must be functionally extended to all communications of an organization. Therefore, the design of logos and their incorporation in a visual identity system is one of the most difficult and important areas of graphic design. Logos fall into three classifications (which can be combined). Ideographs, such as Chase Bank, are completely abstract forms; pictographs are iconic, representational designs; logotypes (or wordmarks) depict the name or company initials. Because logos are meant to represent companies' brands or corporate identities and foster their immediate customer recognition, it is counterproductive to frequently redesign logos.
|
26 |
+
|
27 |
+
The logo design profession has substantially increased in numbers over the years since the rise of the Modernist movement in the United States in the 1950s.[18] Three designers are widely[19] considered the pioneers of that movement and of logo and corporate identity design: The first is Chermayeff & Geismar,[20] which is the firm responsible for many iconic logos, such as Chase Bank (1964), Mobil Oil (1965), PBS (1984), NBC (1986), National Geographic (2003), and others. Due to the simplicity and boldness of their designs, many of their earlier logos are still in use today. The firm recently designed logos for the Library of Congress and the fashion brand Armani Exchange. Another pioneer of corporate identity design is Paul Rand,[21] who was one of the originators of the Swiss Style of graphic design. He designed many posters and corporate identities, including the famous logos for IBM, UPS, and ABC. The third pioneer of corporate identity design is Saul Bass.[22] Bass was responsible for several recognizable logos in North America, including both the Bell Telephone logo (1969) and successor AT&T Corporation globe (1983). Other well-known designs were Continental Airlines (1968), Dixie (1969), and United Way (1972). Later, he would produce logos for a number of Japanese companies as well.
|
28 |
+
An important development in the documentation of logo design is the study of French trademarks by historian Edith Amiot and philosopher Jean Louis Azizollah.[23]
|
29 |
+
|
30 |
+
Color is a key element in logo design and plays an important role in brand differentiation. Colors can have immense consequences on our moods. They are remarkably dominant to the point that they can manipulate perspectives, emotions, and reactions. [24] The importance of color in this context is due to the mechanics of human visual perception wherein color and contrast play critical roles in visual detail detection. In addition, we tend to acquire various color connotations and color associations through social and cultural conditioning, and these play a role in how we decipher and evaluate logo color. While color is considered important to brand recognition and logo design, it shouldn't conflict with logo functionality, and it needs to be remembered that color connotations and associations are not consistent across all social and cultural groups. For example, in the United States, red, white, and blue are often used in logos for companies that want to project patriotic feelings but other countries will have different sets of colors that evoke national pride.
|
31 |
+
|
32 |
+
Choosing an organisation's logo's color is an important decision because of its long term implications and its role in creating differentiation among competitors' logos. A methodology for identifying potential logo colors within an industry sector is color mapping, whereby existing logo colors are systematically identified, mapped, and evaluated (O'Connor, 2011).[25]
|
33 |
+
|
34 |
+
Designing a good logo often requires involvement from a marketing team teaming with the graphic design studio. Before a logo is designed, there must be a clear definition of the concept and values of the brand as well as understanding of the consumer or target group. Broad steps in the logo design process include research, conceptualization, investigation of alternative candidates, refinement of a chosen design, testing across products, and finally adoption and production of the chosen mark.
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In 1898, the French tire manufacturer Michelin introduced the Michelin Man, a cartoon figure presented in many different contexts, such as eating, drinking, and playing sports. By the early 21st century, large corporations such as MTV, Nickelodeon, Google, Morton Salt, and Saks Fifth Avenue had adopted dynamic logos that change over time from setting to setting.[26]
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A company that uses logotypes (wordmarks) may desire a logo that matches the firm's Internet address. For short logotypes consisting of two or three characters, multiple companies are found to employ the same letters. A "CA" logo, for example, is used by the French bank Credit Agricole, the Dutch clothing retailer C&A, and the US software corporation CA Technologies, but only one can have the Internet domain name CA.com.
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In today's digital interface adaptive world, a logo will be formatted and re-formatted from large monitors to small handheld devices. With the constant size change and re-formatting, logo designers are shifting to a more bold and simple approach, with heavy lines and shapes, and solid colors. This reduces the confusion when mingled with other logos in tight spaces and when scaled between media. Social networks like Twitter, Facebook, LinkedIn, and Google+ use such logos.
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Logos and their design may be protected by copyright, via various intellectual property organisations worldwide which make available application procedures to register a design to give it protection at law. For example, in the UK, the Intellectual Property Office (United Kingdom)[27] govern registered designs, patents, and trademarks. Ordinarily, the trademark registration will not 'make claim' to colors used, meaning it is the visual design that will be protected, even if it is reproduced in a variety of other colors or backgrounds.
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For many teams, a logo or "crest" is an important way to recognize a team's history and can intimidate opponents.
|
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For certain teams, the logo and color scheme are synonymous with the team's players. For example, Manchester United, the Toronto Maple Leafs, or New York Yankees all have a recognizable logo that can be identified by any fan of the respective sport.
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The Loire (/lwɑːr/, also US: /luˈɑːr/; French: [lwaʁ] (listen); Occitan: Léger; Breton: Liger) is the longest river in France and the 171st longest in the world.[4] With a length of 1,012 kilometres (629 mi), it drains an area of 117,054 km2 (45,195 sq mi), or more than a fifth of France's land area,[1] while its average discharge is only half that of the Rhône.
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It rises in the winter of the southeastern quarter of the French Massif Central in the Cévennes range (in the department of Ardèche) at 1,350 m (4,430 ft) near Mont Gerbier de Jonc; it flows north through Nevers to Orléans, then west through Tours and Nantes until it reaches the Bay of Biscay (Atlantic Ocean) at Saint-Nazaire. Its main tributaries include the rivers Nièvre, Maine and the Erdre on its right bank, and the rivers Allier, Cher, Indre, Vienne, and the Sèvre Nantaise on the left bank.
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The Loire gives its name to six departments: Loire, Haute-Loire, Loire-Atlantique, Indre-et-Loire, Maine-et-Loire, and Saône-et-Loire. The central part of the Loire Valley, located in the Pays de la Loire and Centre-Val de Loire regions, was added to the World Heritage Sites list of UNESCO on December 2, 2000. Vineyards and châteaux are found along the banks of the river throughout this section and are a major tourist attraction.
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The human history of the Loire river valley begins with the Middle Palaeolithic period of 90–40 kya (thousand years ago), followed by modern humans (about 30 kya), succeeded by the Neolithic period (6,000 to 4,500 BC), all of the recent Stone Age in Europe. Then came the Gauls, the historical tribes in the Loire during the Iron Age period 1500 to 500 BC; they used the Loire as a major riverine trading route by 600 BC, establishing trade with the Greeks on the Mediterranean coast. Gallic rule ended in the valley in 56 BC when Julius Caesar conquered the adjacent provinces for Rome. Christianity was introduced into this valley from the 3rd century AD, as missionaries (many later recognized as saints), converted the pagans. In this period, settlers established vineyards and began producing wines.[5]
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The Loire Valley has been called the "Garden of France" and is studded with over a thousand châteaux, each with distinct architectural embellishments covering a wide range of variations,[6] from the early medieval to the late Renaissance periods.[5] They were originally created as feudal strongholds, over centuries past, in the strategic divide between southern and northern France; now many are privately owned.[7]
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The name "Loire" comes from Latin Liger,[8] which is itself a transcription of the native Gaulish (Celtic) name of the river. The Gaulish name comes from the Gaulish word liga, which means "silt, sediment, deposit, alluvium", a word that gave French lie, as in sur lie, which in turn gave English lees.
|
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|
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Liga comes from the Proto-Indo-European root *legʰ-, meaning "to lie, lay" as in the Welsh word Lleyg, and also which gave many words in English, such as to lie, to lay, ledge, law, etc.
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Studies of the palaeo-geography of the region suggest that the palaeo-Loire flowed northward and joined the Seine,[9][10] while the lower Loire found its source upstream of Orléans in the region of Gien, flowing westward along the present course. At a certain point during the long history of uplift in the Paris Basin, the lower, Atlantic Loire captured the "palaeo-Loire" or Loire séquanaise ("Seine Loire"), producing the present river. The former bed of the Loire séquanaise is occupied by the Loing.
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The Loire Valley has been inhabited since the Middle Palaeolithic period from 40–90 ka.[11] Neanderthal man used stone tools to fashion boats out of tree trunks and navigated the river.[citation needed] Modern man inhabited the Loire valley around 30 ka.[11] By around 5000 to 4000 BC, they began clearing forests along the river edges and cultivating the lands and rearing livestock.[11] They built megaliths to worship the dead, especially from around 3500 BC. The Gauls arrived in the valley between 1500 and 500 BC, and the Carnutes settled in Cenabum in what is now Orléans and built a bridge over the river.[11] By 600 BC the Loire had already become a very important trading route between the Celts and the Greeks. A key transportation route, it served as one of the great "highways" of France for over 2000 years.[7] The Phoenicians and Greeks had used pack horses to transport goods from Lyon to the Loire to get from the Mediterranean basin to the Atlantic coast.
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The Romans successfully subdued the Gauls in 52 BC and began developing Cenabum, which they named Aurelianis. They also began building the city of Caesarodunum, now Tours, from AD 1.[11] The Romans used the Loire as far as Roanne, around 150 km (93 mi) downriver from the source. After AD 16, the Loire river valley became part of the Roman province of Aquitania, with its capital at Avaricum.[11] From the 3rd century, Christianity spread through the river basin, and many religious figures began cultivating vineyards along the river banks.[11]
|
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In the 5th century, the Roman Empire declined and the Franks and the Alemanni came to the area from the east. Following this there was ongoing conflict between the Franks and the Visigoths.[12] In 408, the Iranian tribe of Alans crossed the Loire and large hordes of them settled along the middle course of the Loire in Gaul under King Sangiban.[13] Many inhabitants around the present city of Orléans have names bearing witness to the Alan presence – Allaines.
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In the 9th century, the Vikings began invading the west coast of France, using longships to navigate the Loire. In 853 they attacked and destroyed Tours and its famous abbey, later destroying Angers in raids of 854 and 872.[12] In 877 Charles the Bald died, marking an end to the Carolingian dynasty. After considerable conflict in the region, in 898 Foulques le Roux of Anjou gained power.[14]
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During the Hundred Years' War from 1337 to 1453, the Loire marked the border between the French and the English, who occupied territory to the north. One-third of the inhabitants died in the epidemic of the Black Death of 1348–9.[14] The English defeated the French in 1356 and Aquitaine came under English control in 1360. In 1429, Joan of Arc persuaded Charles VII to drive out the English from the country.[15] Her successful relief of the siege of Orléans, on the Loire, was the turning point of the war.
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In 1477, the first printing press in France was established in Angers, and around this time the Chateau de Langeais and Chateau de Montsoreau were built.[16] During the reign of François I from 1515 to 1547, the Italian Renaissance had a profound influence upon the region, as people adopted its elements in the architecture and culture, particularly among the elite who expressed its principles in their chateaus.[17][18]
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In the 1530s, the Reformation ideas reached the Loire valley, with some people becoming Protestant. Religious wars followed and in 1560 Catholics drowned several hundred Protestants in the river.[16][19] During the Wars of Religion from 1562 to 1598, Orléans served as a prominent stronghold for the Huguenots but in 1568, Protestants blew up Orléans Cathedral.[20][21] In 1572 some 3000 Huguenots were slaughtered in Paris in the St. Bartholomew's Day massacre. Hundreds more were drowned in the Loire by Catholics.[16]
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For centuries local people used wooden embankments and dredging to try to maintain a navigable channel on the river, as it was critical to transportation. River traffic increased gradually, with a toll system being used in medieval times. Today some of these toll bridges still remain, dated to over 800 years.[22] During the 17th century, Jean-Baptiste Colbert instituted the use of stone retaining walls and quays from Roanne to Nantes, which helped make the river more reliable,[23] but navigation was still frequently stopped by excessive conditions during flood and drought. In 1707, floods were said to have drowned 50,000 people in the river valley,[24] with the water rising more than 3 m (9.8 ft) in two hours in Orléans. Typically passenger travel downriver from Orléans to Nantes took eight days, with the upstream journey against the flow taking fourteen. It was also a dumping ground for prisoners in the War in the Vendee since they thought it was a more effective way of killing.
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Soon after the beginning of the 19th century, steam-driven passenger boats began to ply the river between Nantes and Orléans, making the upriver journey faster; by 1843, 70,000 passengers were being carried annually in the Lower Loire and 37,000 in the Upper Loire.[25] But competition from the railway, beginning in the 1840s, caused a decline in trade on the river. Proposals to develop a fully navigable river up to Briare came to nothing. The opening of the Canal latéral à la Loire in 1838 enabled navigation between Digoin and Briare to continue,[26] but the river level crossing at Briare remained a problem until the construction of the Briare aqueduct in 1896. At 662.69 metres (2,174.2 ft), this was the longest such structure in the world for quite some time.[26]
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The Canal de Roanne à Digoin was also opened in 1838. It was nearly closed in 1971 but, in the early 21st century, it still provides navigation further up the Loire valley to Digoin.[26][27] The 261 km (162 mi) Canal de Berry, a narrow canal with locks only 2.7 m (8.9 ft) wide, which was opened in the 1820s and connected the Canal latéral à la Loire at Marseilles-lès-Aubigny to the river Cher at Noyers and back into the Loire near Tours, was closed in 1955.
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Today the river is officially navigable as far as Bouchemaine,[28] where the Maine joins it near Angers. Another short stretch much further upstream at Decize is also navigable, where a river level crossing from the Canal latéral à la Loire connects to the Canal du Nivernais.
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The monarchy of France ruled in the Loire Valley for several centuries, giving it the name of "The Valley of Kings". These rulers started with the Gauls, followed by the Romans, and the Frankish Dynasty. They were succeeded by the kings of France, who ruled from the late 14th century till the French Revolution; together these rulers contributed to the development of the valley. The chronology of the rulers is presented; in the table below.[5]
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The source of the river lies in the eastern Massif Central, in springs to the south side of Mont Gerbier de Jonc at 44°50′38″N 4°13′12″E / 44.84389°N 4.22000°E / 44.84389; 4.22000.[4][29] This lies in the north-eastern part of the southern Cévennes highlands, in the Ardèche commune of Sainte-Eulalie of southeastern France. It is originally a mere trickle of water located at 1,408 m (4,619 ft) above sea-level.[1] The presence of an aquifer under Mont Gerbier de Jonc gives rise to multiple sources, three of them located at the foot of Mount have been highlighted as river sources. The three streams converge to form the Loire, which descends the valley south of Mount through the village of Sainte-Eulalie itself.
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The Loire changed its course, due to tectonic deformations, from the original outfall into the English Channel to its new outfall into the Atlantic Ocean thereby forming today's narrow terrain of gorges, the Loire Valley with alluvium formations and the long stretch of beaches along the Atlantic Ocean.[1] The river can be divided into three main zones:[1]
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In the upper basin the river flows through a narrow, incised valley, marked by gorges and forests on the edges and a distinct low population.[1] In the intermediate section, the alluvial plain broadens and the river meanders and forks into multiple channels. River flow is particularly high in the river area near Roanne and Vichy up to the confluence with the Allier.[1] In the middle section of the river in the Loire Valley, numerous dikes built between the 12th and 19th century exist, providing mitigation against flooding. In this section the river is relatively straight, except for the area near Orléans, and numerous sand banks and islands exist.[1] The lower course of the river is characterized by wetlands and fens, which are of major importance to conservation, given that they form unique habitats for migratory birds.[1]
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The Loire flows roughly northward through Roanne and Nevers to Orléans and thereafter westward through Tours to Nantes, where it forms an estuary. It flows into the Atlantic Ocean at 47°16′44″N 2°10′19″W / 47.27889°N 2.17194°W / 47.27889; -2.17194 between Saint-Nazaire and Saint-Brevin-les-Pins, connected by a bridge over the river near its mouth. Several départements of France were named after the Loire. The Loire flows through the following départements and towns:
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The Loire Valley in the Loire river basin, is a 300 km (190 mi) stretch in the western reach of the river starting with Orléans and terminating at Nantes, 56 km (35 mi) short of the Loire estuary and the Atlantic Ocean. The tidal stretch of the river extends to a length of 60 km (37 mi) and a width of 3 km (1.9 mi), which has oil refineries, the port of Saint-Nazaire and 40,000 hectares (99,000 acres) of wetland whose formation is dated to 7500 BC (caused by inundation by sea waters on the northern bank of the estuary), and the beaches of Le Croisic and La Baule along the coastline.[30]
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Its main tributaries include the rivers Maine, Nièvre and the Erdre on its right bank, and the rivers Allier, Cher, Indre, Vienne, and the Sèvre Nantaise on the left bank. The largest tributary of the river is the Allier, 410 km (250 mi) in length, which joins the Loire near the town of Nevers at 46°57′34″N 3°4′44″E / 46.95944°N 3.07889°E / 46.95944; 3.07889.[1][4] Downstream of Nevers lies the Loire Valley, a UNESCO World Heritage Site due to its fine assortment of castles. The second-longest tributary, the 372 km (231 mi) Vienne, joins the Loire at Candes-Saint-Martin at 47°12′45″N 0°4′31″E / 47.21250°N 0.07528°E / 47.21250; 0.07528, followed by the 367.5 km (228.4 mi) Cher, which joins the Loire near Cinq-Mars-la-Pile at 47°20′33″N 0°28′49″E / 47.34250°N 0.48028°E / 47.34250; 0.48028 and the 287 km (178 mi) Indre, which joins the Loire near Néman at 47°14′2″N 0°11′0″E / 47.23389°N 0.18333°E / 47.23389; 0.18333.[1]
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The geological formations in the Loire river basin can be grouped into two sets of formations, namely, the basement domain and the domain of sedimentary formations. The basement domain primarily consists of metamorphic and siliceous fragmented rocks with groundwater occurring in fissures. The sedimentary domain consists of limestone and carbonaceous rocks, that, where saturated, form productive aquifers. Rock outcrops of granite or basalt also are exposed in the river bed in several stretches.[31]
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The middle stretches of the river have many limestone caves which were inhabited by humans in the prehistoric era; the caves are several types of limestone formations, namely tuffeau (a porous type of chalk, not to be confused with tufa) and Falun (formed 12 million years ago). The coastal zone shows hard dark stones, granite, schist and thick soil mantle.[30]
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The river has a discharge rate of 863 m3/s (30,500 cu ft/s), which is an average over the period 1967–2008.[1]
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The discharge rate varies strongly along the river, with roughly 350 m3/s (12,000 cu ft/s) at Orléans and 900 m3/s (32,000 cu ft/s) at the mouth. It also depends strongly on the season, and the flow of only 10 m3/s (350 cu ft/s) is not uncommon in August–September near Orléans. During floods, which usually occur in February and March[32] but also in other periods,[4] the flow sometimes exceeds 2,000 m3/s (71,000 cu ft/s) for the Upper Loire and 8,000 m3/s (280,000 cu ft/s) in the Lower Loire.[32] The most serious floods occurred in 1856, 1866 and 1911. Unlike most other rivers in western Europe, there are very few dams or locks creating obstacles to its natural flow. The flow is no longer partly regulated by three dams: Grangent Dam and Villerest Dam on the Loire and Naussac Dam on the Allier. The Villerest dam, built in 1985 a few kilometres (a few miles) south of Roanne,[33] has played a key-role in preventing recent flooding. As a result, the Loire is a very popular river for boating excursions, flowing through a pastoral countryside, past limestone cliffs and historic castles. Four nuclear power plants are located on the river: Belleville, Chinon, Dampierre and Saint-Laurent.
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In 1700 the port of Nantes numbered more inland waterway craft than any other port in France, testifying to the historic importance of navigation on France’s longest river. Shallow-draught gabares and other river craft continued to transport goods into the industrial era, including coal from Saint-Étienne loaded on to barges in Orléans. However, the hazardous free-flow navigation and limited tonnages meant that railways rapidly killed off the surviving traffic from the 1850s. In 1894 a company was set up to promote improvements to the navigation from Nantes to Briare. The works were authorised in 1904 and carried out in two phases from Angers to the limit of tides at Oudon. These works, with groynes and submersible embankments, survive and contribute to the limited navigability under present-day conditions.[34] A dam across the Loire at Saint-Léger-des-Vignes provides navigable conditions to cross from the Canal du Nivernais to the Canal latéral à la Loire.
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As of 2017[update], the following sections are navigable:
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The French language adjective ligérien is derived from the name of the Loire, as in le climat ligérien ("the climate of the Loire Valley"). The climate is considered the most pleasant of northern France, with warmer winters and, more generally, fewer extremes in temperatures, rarely exceeding 38 °C (100 °F). It is identified as temperate maritime climate, and is characterised by the lack of dry seasons and by heavy rains and snowfall in winter, especially in the upper streams.[4] The number of sunny hours per year varies between 1400 and 2200 and increases from northwest to southeast.[1]
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The Loire Valley, in particular, enjoys a pleasant temperate climate. The region experiences a rainfall of 690 mm (27.2 in) along the coast and 648 mm (25.5 in) inland.[30]
|
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The Centre region of the Loire river valley accounts for the largest forest in France, the forest of Orléans (French: Forêt d'Orléans), covering an area of 38,234 hectares (94,480 acres), and the 5,440-hectare (13,400-acre) forested park known as the "Foret de Chambord". Other vegetation in the valley, mostly under private control, consists of tree species of oak, beech and pine. In the marshy lands, ash, alder and willows are grown with duckweed providing the needed natural fertilizing effect. The Atlantic coast is home to several aquatic herbs, the important species is Salicornia, which is used as a culinary ingredient on account of its diuretic value. Greeks introduced vines. Romans introduced melons, apples, cherries, quinces and pears during the Middle Ages, apart from extracting saffron from purple crocus species in the Orléans. Reine claude (Prunus domestica italica) tree species was planted in the gardens of the Château. Asparagus was also brought from northwestern France.[39]
|
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The river flows through the continental ecoregions of Massif central and Bassin Parisien south and in its Lower course partly through South Atlantic and Brittany.[1]
|
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With more than 100 alga species, the Loire has the highest phytoplankton diversity among French rivers. The most abundant are diatoms and green algae (about 15% by mass) which mostly occur in the lower reaches. Their total mass is low when the river flow exceeds 800 m3/s (28,000 cu ft/s) and become significant at flows of 300 m3/s (11,000 cu ft/s) or lower which occur in summer. With decreasing flow, first species which appear are single-celled diatoms such as Cyclostephanos invisitatus, C. meneghiniana, S. Hantzschii and Thalassiosira pseudonana. They are then joined by multicellular forms including Fragilaria crotonensis, Nitzschia fruticosa and Skeletonema potamos, as well as green algae which form star-shaped or prostrate colonies. Whereas the total biomass is low in the upper reaches, the biodiversity is high, with more than 250 taxa at Orléans. At high flows and in the upper reaches the fraction of the green algae decrease and the phytoplankton is dominated by diatoms. Heterotrophic bacteria are represented by cocci (49%), rods (35%), colonies (12%) and filaments (4%) with a total density of up to 1.4×1010 cells per litre.[1]
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Nearly every freshwater fish species of France can be found in the Loire river basin, that is, about 57 species from 20 families. Many of them are migratory, with 11 species ascending the river for spawning. The most common species are the Atlantic salmon (Salmo salar), sea trout (Salmo trutta), shads (Alosa alosa and Alosa fallax), sea lamprey (Petromyzon marinus) European river lamprey (Lampetra fluviatilis) and smelt (Osmerus eperlanus). The European eel (Anguilla anguilla) is common in the upper streams, whereas the flounder (Platichtys flesus) and flathead mullet (Mugil spp.) tend to stay near the river mouth. The tributaries host brown trout (Salmo trutta), European bullhead (Cottus gobio), European brook lamprey (Lampetra planeri), zander (Sander lucioperca), nase (Chondrostoma nasus and C. toxostoma) and wels catfish (Siluris glanis). The endangered species include grayling (Thymallus thymallus), burbot (Lota lota) and bitterling (Rhodeus sericeus) and the non-native species are represented by the rock bass (Ambloplites rupestris).[1]
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Although only one native fish species has become extinct in the Loire, namely the European sea sturgeon (Acipenser sturio) in the 1940s, the fish population is declining, mostly due to the decrease in the spawning areas. The latter are mostly affected by the industrial pollution, construction of dams and drainage of oxbows and swamps. The loss of spawning grounds mostly affects the pike (Esox lucius), which is the major predator of the Loire, as well as eel, carp, rudd and salmon. The great Loire salmon, a subspecies of Atlantic salmon, is regarded as the symbolic fish of the river. Its population has decreased from about 100,000 in the 19th century to below 100 in the 1990s that resulted in the adoption of a total ban of salmon fishing in the Loire basin in 1984. A salmon restoration program was initiated in the 1980s and included such as measures as removal of two obsolete hydroelectric dams and introduction of juvenile stock. As a result, the salmon population increased to about 500 in 2005.[1]
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Most amphibians of the Loire are found in the slow flow areas near the delta, especially in the floodplain, marshes and oxbows. They are dominated by the fire salamander (Salamandra salamandra), frogs and toads. The toads include Bufo bufo, Alytes obstetricans, Bombina variegata, Bufo calamita, Pelobates fuscus and Pelobates cultripes. The frogs are represented by the Parsley frog (Pelodites punctatus), European tree frog (Hyla arborea), Common Frog (Rana temporaria), Agile Frog (R. dalmatina), Edible Frog (R. esculenta), Perez's Frog (R. perezi), marsh frog (R. ridubunda) and Pool Frog (R. lessonae). Newts of the Loire include the Marbled Newt (Triturus marmoratus), Smooth Newt (T. vulgaris), Alpine Newt (T. alpestris) and Palmate Newt (T. helveticus).[1]
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The Loire hosts about 64% of nesting bird species of France, that is 164 species, of which 54 are water birds, 44 species are common for managed forests, 41 to natural forests, 13 to open and 12 to rocky areas. This avifauna has been rather stable, at least between the 1980s and 2000s, with significant abundance variations observed only for 17 species. Of those, five species were growing in population, four declining, and other eight were fluctuating. Some of these variations had a global nature, such as the expansion of the Mediterranean gull in Europe.[1]
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The Loire has been described as "constantly under threat of losing its status as the last wild river in France".[40] The reason for this is its sheer length and possibility of extensive navigation, which severely limits the scope of river conservation.[40] The Federation, a member of the IUCN since 1970, has been very important in the campaign to save the Loire river system from development.[41]
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|
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In 1986, the French government, the Loire-Brittany Water Agency and the EPALA settled an agreement on flood prevention and water
|
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storage programme in the basin, involving construction of four large dams, one on the Loire itself and three on the Allier and Cher.[42] The French government proposed a construction of a dam at Serre de la Fare on the upper Loire which would have been an environmental catastrophe, as it would have inundated some 20 km (12 mi) of pristine gorges.[42] As a result, the WWF and other NGOs established the Loire Vivante (Living Loire) network in 1988 to oppose the Serre de la Fare dam scheme and arranged an initial meeting with the French Minister of the Environment.[42] The French government initially rejected the conservation concerns and in 1989 gave the dam projects the green light.[42] This sparked public demonstrations by the WWF and conservation groups.[42] In 1990, Loire Vivante met with the French Prime Minister and the government, this time successfully as the government later demanded that the EPALA embark upon major reforms in its approach to managing the river.[42] Due to extensive lobbying, the proposal and the other dam proposals were eventually rejected in the 1990s and the Serre de la Fare area has since been protected as a ‘Natura 2000’ site under European Union environmental legislation.[42]
|
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|
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The WWF were particularly important in changing the perception of the French authorities in support for dam building to environmental protection and sustainable management of its river basin.[42] In 1992, they aided the ‘Loire Nature’ project, which received funds of some $US 9 million under the EU's ‘LIFE’ programme until 1999, embarking upon restoration to the river's ecosystems and wildlife.[42] That year, the Upper Loire Valley Farmers Association was also established through a partnership between SOS Loire Vivante and a farmers’ union to promote sustainable rural tourism.[42] The French government adopted the Natural Loire River Plan (Plan Loire Grandeur Nature) in January 1994, initiating the decommissioning of three dams on the river.[43] The final dam was decommissioned by Électricité de France at a cost of 7 million francs in 1998.[43] The basis of the decision was that the economic benefits of the dams did not outweigh their significant ecological impacts, so the intention was to restore the riverine ecosystems and replenish great Loire salmon stocks.[43] The Loire is unique in this respect as the Atlantic salmon can swim as far as 900 km (560 mi) up the river and spawn in the upper reaches of the Allier. The French government undertook this major plan, chiefly because pollution and overfishing had reduced approximately 100,000 salmon migrating annually to their spawning grounds in the headwaters of the Loire and its tributaries to just 67 salmon in 1996 on the upper Allier.[42]
|
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|
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The WWF, BirdLife International, and local conservation bodies have also made considerable efforts to improve the conservation of the Loire estuary and its surroundings, given that they are unique habitats for migrating birds. The estuary and its shoreline are also important for fishing, shellfish farming and tourism. The major commercial port at Nantes has caused severe damage to the ecosystem of the Loire estuary.[42]
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In 2002, the WWF aided a second Loire Nature project and expanded its scope to the entire basin, addressing some 4,500 hectares (11,000 acres) of land under a budget of US$18 million, mainly funded by government and public bodies, such as the Établissement Publique Loire (EPL), a public institution which had formerly advocated large-scale dam projects on the river.[42]
|
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The Loire Valley (French: Vallée de la Loire) lies in the middle stretch of the river, extends for about 280 km (170 mi) and comprises an area of roughly 800 km2 (310 sq mi).[1] It is also known as the Garden of France – due to the abundance of vineyards, fruit orchards, artichoke, asparagus and cherry fields which line the banks of the river[44] – and also as the "cradle of the French language". It is also noteworthy for its architectural heritage: in part for its historic towns such as Amboise, Angers, Blois, Chinon, Nantes, Orléans, Saumur, and Tours, but in particular for its castles, such as the Château d'Amboise, Château d'Angers, Château de Chambord, Château de Montsoreau, Château d'Ussé, Château de Villandry and Chenonceau, and also for its many cultural monuments, which illustrate the ideals of the Renaissance and the Age of the Enlightenment on western European thought and design.
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On December 2, 2000, UNESCO added the central part of the Loire valley, between Bouchemaine in Anjou and Sully-sur-Loire in Loiret, to its list of World Heritage Sites. In choosing this area that includes the French départements of Loiret, Loir-et-Cher, Indre-et-Loire, and Maine-et-Loire, the committee said that the Loire Valley is:
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"an exceptional cultural landscape, of great beauty, comprised of historic cities and villages, great architectural monuments – the Châteaux – and lands that have been cultivated and shaped by centuries of interaction between local populations and their physical environment, in particular the Loire itself."
|
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|
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Architectural edifices were created in Loire valley from the 10th century onwards with the defensive fortress like structures called the "keeps" or "donjons" built between 987 and 1040 by Anjou Count Foulques Nerra of Anjou (the Falcon). However, one of the oldest such structures in France is the Donjon de Foulques Nerra built in 944.[45]
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This style was replaced by the religious architectural style in the 12th to 14th centuries when the impregnable château fortresses were built on top of rocky hills; one of the impressive fortresses of this type is the Château d'Angers, which has 17 gruesome towers. This was followed by aesthetically built châteaux (to also function as residential units), which substituted the quadrangular layout of the keep. However, the exterior defensive structures, in the form of portcullis and moats surrounding the thick walls of the châteaux' forts were retained.[46] There was further refinement in the design of the châteaux in the 15th century before the Baroque style came into prominence with decorative and elegantly designed interiors and which became fashionable from the 16th to the end of the 18th century.[45]
|
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The Baroque style artists who created some of the exquisite château structures were: the Parisian, François Mansart (1598–1662) whose classical symmetrical design is seen in the Château de Blois; Jacques Bougier (1635) of Blois whose classical design is the Château de Cheverny; Guillaume Bautru remodelled the Château de Serrant (at the extreme western end of the valley). In the 17th century, there was feverish pace in the design of châteaux for introducing exotic styles; a notable structure of this period is the Pagode de Chanteloup at Amboise, which was built between 1773 and 1778.[45]
|
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|
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The Neoclassical architectural style, was a revival of Classical style of architecture, which emerged in the mid 18th century; one such notable structure is the Château de Menars built by Jacques Ange Gabriel (1698–1782) who was the royal architect in the court of Louis XV (1715–74). This style was perpetuated during the reign of Louis XVI (1774–92) but with more refinements; one such refined château seen close to Angers is the Château de Montgeoffroy. Furnishings inside the châteaux also witnessed changes to suit the living styles of its occupants.[47] Gardens, both ornamental fountains, footpaths flower beds and tended grass) and kitchen type (to grow vegetables), also accentuated the opulence of the châteaux.
|
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|
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The French Revolution (1789) brought a radical change for the worse in the scenarios for chateaus, as monarchy ended in France.[48]
|
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|
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The châteaux, numbering more than three hundred, represent a nation of builders starting with the necessary castle fortifications in the 10th century to the splendour of those built half a millennium later. When the French kings began constructing their huge châteaux here, the nobility, not wanting or even daring to be far from the seat of power, followed suit. Their presence in the lush, fertile valley began attracting the very best landscape designers. Today, these privately owned châteaux serve as homes, a few open their doors to tourist visits, while others are operated as hotels or bed and breakfasts. Many have been taken over by a local government authority or the giant structures like those at Chambord are owned and operated by the national government and are major tourist sites, attracting hundreds of thousands of visitors each year. Some notable Châteaux on the Loire include Beaufort- Mareuil sur Cher – Lavoûte-Polignac – Bouthéon – Montrond – Bastie d'Urfé – Château féodal des Cornes d'Urfé – La Roche – Château féodal de Saint-Maurice-sur-Loire – Saint-Pierre-la-Noaille – Chevenon – Palais ducal de Nevers – Saint-Brisson – Gien – La Bussière – Pontchevron – La Verrerie (near Aubigny-sur-Nère) – Sully-sur-Loire – Châteauneuf-sur-Loire – Boisgibault – Meung-sur-Loire – Menars – Talcy – Château de la Ferté – Chambord – Blois – Villesavin – Cheverny – Beauregard – Troussay – Château de Chaumont – Amboise – Clos-Lucé – Langeais – Gizeux – Les Réaux – Montsoreau – Montreuil-Bellay – Saint-Loup-sur-Thouet – Saumur – Boumois – Brissac – Montgeoffroy – Plessis-Bourré – Château des Réaux
|
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|
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Amboise on the banks of the Loire River
|
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Chateau de Langeais
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Château de Blois interior façades in Gothic, Renaissance and Classic styles (from right to left).
|
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|
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Château de Valençay.
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|
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Château de Montsoreau
|
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|
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The Loire Valley wine region includes the French wine regions situated along the Loire River from the Muscadet region near the city of Nantes on the Atlantic coast to the region of Sancerre and Pouilly-Fumé just southeast of the city of Orléans in north central France. In between are the regions of Anjou, Saumur, Bourgueil, Chinon, and Vouvray. The Loire Valley itself follows the river through the Loire province to the river's origins in the Cévennes but the majority of the wine production takes place in the regions noted above.
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The Loire Valley has a long history of winemaking dating back to the 1st century. In the High Middle Ages, the wines of the Loire Valley were the most esteemed wines in England and France, even more prized than those from Bordeaux.[49] Archaeological evidence suggest that the Romans planted the first vineyards in the Loire Valley during their settlement of Gaul in the 1st century AD. By the 5th century, the flourishing viticulture of the area was noted in a publication by the poet Sidonius Apollinaris. In his work History of the Franks, Bishop Gregory of Tours wrote of the frequent plundering by the Bretons of the area's wine stocks. By the 11th century the wines of Sancerre had a reputation across Europe for their high quality. Historically the wineries of the Loire Valley have been small, family owned operations that do a lot of estate bottling. The mid-1990s saw an increase in the number of négociant and co-operative to where now about half of Sancerre and almost 80% of Muscadet is bottled by a négociant or co-op.[50]
|
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|
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The Loire river has a significant effect on the mesoclimate of the region, adding the necessary extra few degrees of temperature that allows grapes to grow when the areas to the north and south of the Loire Valley have shown to be unfavourable to viticulture. In addition to finding vineyards along the Loire, several of the river's tributaries are also well planted—including the Allier, Cher, Indre, Loir, Sèvre Nantaise and Vienne Rivers.[51] The climate can be very cool with spring time frost being a potential hazard for the vines. During the harvest months rain can cause the grapes to be harvested under ripe but can also aid in the development of Botrytis cinerea for the region's dessert wines.[49]
|
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|
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+
The Loire Valley has a high density of vine plantings with an average of 4,000–5,000 vines per hectare (1,600–2,000 per acre). Some Sancerre vineyards have as many as 10,000 plants per hectare. With more vines competing for the same limited resources in the soil, the density is designed to compensate for the excessive yields that some of the grape varieties, like Chenin blanc, are prone to have. In recent times, pruning and canopy management have started to limit yields more effectively.[49]
|
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|
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The Loire Valley is often divided into three sections. The Upper Loire includes the Sauvignon blanc dominated areas of Sancerre and Pouilly-Fumé. The Middle Loire is dominated by more Chenin blanc and Cabernet franc wines found in the regions around Touraine, Saumur, Chinon and Vouvray. The Lower Loire that leads to the mouth of the river's entrance to the Atlantic goes through the Muscadet region which is dominated by wines of the Melon de Bourgogne grape.[52] Spread out across the Loire Valley are 87 appellation under the AOC, VDQS and Vin de Pays systems. There are two generic designation that can be used across the whole of the Loire Valley. The Crémant de Loire which refers to any sparkling wine made according to the traditional method of Champagne. The Vin de Pays du Jardin de la France refers to any varietally labelled wine, such as Chardonnay, that is produced in the region outside of an AOC designation.[51]
|
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|
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+
The area includes 87 appellations under the Appellation d'origine contrôlée (AOC), Vin Délimité de Qualité Superieure (VDQS) and Vin de pays systems. While the majority of production is white wine from the Chenin blanc, Sauvignon blanc and Melon de Bourgogne grapes, there are red wines made (especially around the Chinon region) from Cabernet franc. In addition to still wines, rosé, sparkling and dessert wines are also produced. With Crémant production throughout the Loire valley, it is the second largest sparkling wine producer in France after Champagne.[53] Among these different wine styles, Loire wines tend to exhibit characteristic fruitiness with fresh, crisp flavours-especially in their youth.[51]
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|
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+
The Loire has inspired many poets and writers, including: Charles d'Orléans, François Rabelais, René Guy Cadou [fr], Clément Marot, Pierre de Ronsard, Joachim du Bellay, Jean de La Fontaine, Charles Péguy, Gaston Couté; and painters such as: Raoul Dufy, J. M. W. Turner, Gustave Courbet, Auguste Rodin, Félix Edouard Vallotton, Jacques Villon, Jean-Max Albert, Charles Leduc [fr], Edmond Bertreux [fr], and Jean Chabot.
|
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|
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+
Scène of the Loire, by J. M. W. Turner.
|
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|
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La source de la Loire, by Gustave Courbet.
|
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+
|
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+
Portrait of the Loire, by Jean-Max Albert, 1988. Musée de la Loire, Cosne-sur-Loire.
|
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|
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+
Les Rosiers-sur-Loire by Jean-Jacques Delusse [fr], 1800
|
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|
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The Loire at Montsoreau, J. M. W. Turner, 1832, Château de Montsoreau-Museum of Contemporary Art.
|
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+
|
143 |
+
Garrett, Martin, The Loire: a Cultural History. 2010, Signal Books.
|
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+
|
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Pays de la Loire, waterways guide No. 10, Editions du Breil. pp 8–27, for the navigable section (guide in English, French and German)
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Newton's laws of motion are three physical laws that, together, laid the foundation for classical mechanics. They describe the relationship between a body and the forces acting upon it, and its motion in response to those forces. More precisely, the first law defines the force qualitatively, the second law offers a quantitative measure of the force, and the third asserts that a single isolated force doesn't exist. These three laws have been expressed in several ways, over nearly three centuries,[a] and can be summarised as follows:
|
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|
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The three laws of motion were first compiled by Isaac Newton in his Philosophiæ Naturalis Principia Mathematica (Mathematical Principles of Natural Philosophy), first published in 1687.[4] Newton used them to explain and investigate the motion of many physical objects and systems.[5] For example, in the third volume of the text, Newton showed that these laws of motion, combined with his law of universal gravitation, explained Kepler's laws of planetary motion.
|
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|
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+
Some also describe a fourth law which states that forces add up like vectors, that is, that forces obey the principle of superposition.[6][7][8]
|
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+
|
9 |
+
Newton's laws are applied to objects which are idealised as single point masses,[9] in the sense that the size and shape of the object's body are neglected to focus on its motion more easily. This can be done when the object is small compared to the distances involved in its analysis, or the deformation and rotation of the body are of no importance. In this way, even a planet can be idealised as a particle for analysis of its orbital motion around a star.
|
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|
11 |
+
In their original form, Newton's laws of motion are not adequate to characterise the motion of rigid bodies and deformable bodies. Leonhard Euler in 1750 introduced a generalisation of Newton's laws of motion for rigid bodies called Euler's laws of motion, later applied as well for deformable bodies assumed as a continuum. If a body is represented as an assemblage of discrete particles, each governed by Newton's laws of motion, then Euler's laws can be derived from Newton's laws. Euler's laws can, however, be taken as axioms describing the laws of motion for extended bodies, independently of any particle structure.[10]
|
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+
|
13 |
+
Newton's laws hold only with respect to a certain set of frames of reference called Newtonian or inertial reference frames. Some authors interpret the first law as defining what an inertial reference frame is; from this point of view, the second law holds only when the observation is made from an inertial reference frame, and therefore the first law cannot be proved as a special case of the second. Other authors do treat the first law as a corollary of the second.[11][12] The explicit concept of an inertial frame of reference was not developed until long after Newton's death.
|
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+
|
15 |
+
In the given interpretation mass, acceleration, momentum, and (most importantly) force are assumed to be externally defined quantities. This is the most common, but not the only interpretation of the way one can consider the laws to be a definition of these quantities.
|
16 |
+
|
17 |
+
Newtonian mechanics has been superseded by special relativity, but it is still useful as an approximation when the speeds involved are much slower than the speed of light.[13]
|
18 |
+
|
19 |
+
One translation of Newton's laws reads:
|
20 |
+
|
21 |
+
Law I: Every body persists in its state of being at rest or of moving uniformly straight forward, except insofar as it is compelled to change its state by force impressed.[14][b]
|
22 |
+
|
23 |
+
Law II: The alteration of motion is ever proportional to the motive force impress'd; and is made in the direction of the right line in which that force is impress'd.[15][c]
|
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+
|
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+
Law III: To every action there is always opposed an equal reaction: or the mutual actions of two bodies upon each other are always equal, and directed to contrary parts.[d][e]
|
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+
|
27 |
+
The first law states that if the net force (the vector sum of all forces acting on an object) is zero, then the velocity of the object is constant. Velocity is a vector quantity which expresses both the object's speed and the direction of its motion; therefore, the statement that the object's velocity is constant is a statement that both its speed and the direction of its motion are constant.
|
28 |
+
|
29 |
+
The first law can be stated mathematically when the mass is a non-zero constant, as,
|
30 |
+
|
31 |
+
Consequently,
|
32 |
+
|
33 |
+
This is known as uniform motion. An object continues to do whatever it happens to be doing unless a force is exerted upon it. If it is at rest, it continues in a state of rest (demonstrated when a tablecloth is skilfully whipped from under dishes on a tabletop and the dishes remain in their initial state of rest). If an object is moving, it continues to move without turning or changing its speed. This is evident in space probes that continuously move in outer space. Changes in motion must be imposed against the tendency of an object to retain its state of motion. In the absence of net forces, a moving object tends to move along a straight line path indefinitely.
|
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+
|
35 |
+
Newton placed the first law of motion to establish frames of reference for which the other laws are applicable. However, Newton implicitly referred to the absolute co-ordinate of cosmos for this frame. Since we cannot precisely measure our velocity relative to a far star, Newton's frame is based on a pure imagination, not based on measurable physics. In current physics, an observer defines himself as in inertial frame by preparing one stone hooked by a spring, and rotating the spring to any direction, and observing the stone static and the length of that spring unchanged. By Einstein's equivalence principle, if there was one such observer A and another observer B moving in a constant velocity related to A, then A and B will both observe the same physics phenomena. If A verified the first law, then B will verify it too. In this way, the definition of inertial can get rid of absolute space or far star, and only refer to the objects locally reachable and measurable.
|
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+
|
37 |
+
A particle not subject to forces moves (related to inertial frame) in a straight line at a constant speed.[11][17] Newton's first law is often referred to as the law of inertia. Thus, a condition necessary for the uniform motion of a particle relative to an inertial reference frame is that the total net force acting on it is zero. In this sense, the first law can be restated as:
|
38 |
+
|
39 |
+
In every material universe, the motion of a particle in a preferential reference frame Φ is determined by the action of forces whose total vanished for all times when and only when the velocity of the particle is constant in Φ. That is, a particle initially at rest or in uniform motion in the preferential frame Φ continues in that state unless compelled by forces to change it.[18]
|
40 |
+
|
41 |
+
Newton's first and second laws are valid only in an inertial reference frame. Any reference frame that is in uniform motion with respect to an inertial frame is also an inertial frame, i.e. Galilean invariance or the principle of Newtonian relativity.[19]
|
42 |
+
|
43 |
+
The second law states that the rate of change of momentum of a body is directly proportional to the force applied, and this change in momentum takes place in the direction of the applied force.
|
44 |
+
|
45 |
+
The second law can also be stated in terms of an object's acceleration. Since Newton's second law is valid only for constant-mass systems,[20][21][22] m can be taken outside the differentiation operator by the constant factor rule in differentiation. Thus,
|
46 |
+
|
47 |
+
where F is the net force applied, m is the mass of the body, and a is the body's acceleration. Thus, the net force applied to a body produces a proportional acceleration. In other words, if a body is accelerating, then there is a force on it.
|
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+
|
49 |
+
The above statements hint that the second law is merely a definition of
|
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+
|
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+
|
52 |
+
|
53 |
+
|
54 |
+
F
|
55 |
+
|
56 |
+
|
57 |
+
|
58 |
+
{\displaystyle \mathbf {F} }
|
59 |
+
|
60 |
+
, not a precious observation of nature. However, current physics restate the second law in measurable steps: (1)defining the term 'one unit of mass' by a specified stone, (2)defining the term 'one unit of force' by a specified spring with specified length, (3)measuring by experiment or proving by theory (with a principle that every direction of space are equivalent), that force can be added as a mathematical vector, (4)finally conclude that
|
61 |
+
|
62 |
+
|
63 |
+
|
64 |
+
|
65 |
+
F
|
66 |
+
|
67 |
+
=
|
68 |
+
m
|
69 |
+
|
70 |
+
a
|
71 |
+
|
72 |
+
|
73 |
+
|
74 |
+
{\displaystyle \mathbf {F} =m\mathbf {a} }
|
75 |
+
|
76 |
+
. These steps hint the second law is a precious feature of nature.
|
77 |
+
|
78 |
+
The second law also implies the conservation of momentum: when the net force on the body is zero, the momentum of the body is constant. Any net force is equal to the rate of change of the momentum.
|
79 |
+
|
80 |
+
Any mass that is gained or lost by the system will cause a change in momentum that is not the result of an external force. A different equation is necessary for variable-mass systems (see below).
|
81 |
+
|
82 |
+
Newton's second law is an approximation that is increasingly worse at high speeds because of relativistic effects.
|
83 |
+
|
84 |
+
According to modern ideas of how Newton was using his terminology,[23] the law is understood, in modern terms, as an equivalent of:
|
85 |
+
|
86 |
+
|
87 |
+
|
88 |
+
The change of momentum of a body is proportional to the impulse impressed on the body, and happens along the straight line on which that impulse is impressed.
|
89 |
+
|
90 |
+
This may be expressed by the formula
|
91 |
+
|
92 |
+
|
93 |
+
|
94 |
+
|
95 |
+
F
|
96 |
+
|
97 |
+
=
|
98 |
+
|
99 |
+
|
100 |
+
p
|
101 |
+
|
102 |
+
|
103 |
+
′
|
104 |
+
|
105 |
+
|
106 |
+
|
107 |
+
|
108 |
+
{\displaystyle \mathbf {F} =\mathbf {p} ^{\prime }}
|
109 |
+
|
110 |
+
, where
|
111 |
+
|
112 |
+
|
113 |
+
|
114 |
+
|
115 |
+
|
116 |
+
p
|
117 |
+
|
118 |
+
|
119 |
+
′
|
120 |
+
|
121 |
+
|
122 |
+
|
123 |
+
|
124 |
+
{\displaystyle \mathbf {p} ^{\prime }}
|
125 |
+
|
126 |
+
is the time derivative of the momentum
|
127 |
+
|
128 |
+
|
129 |
+
|
130 |
+
|
131 |
+
p
|
132 |
+
|
133 |
+
|
134 |
+
|
135 |
+
{\displaystyle \mathbf {p} }
|
136 |
+
|
137 |
+
. This equation can be seen clearly in the Wren Library of Trinity College, Cambridge, in a glass case in which Newton's manuscript is open to the relevant page.
|
138 |
+
|
139 |
+
Motte's 1729 translation of Newton's Latin continued with Newton's commentary on the second law of motion, reading:
|
140 |
+
|
141 |
+
|
142 |
+
|
143 |
+
If a force generates a motion, a double force will generate double the motion, a triple force triple the motion, whether that force be impressed altogether and at once, or gradually and successively. And this motion (being always directed the same way with the generating force), if the body moved before, is added to or subtracted from the former motion, according as they directly conspire with or are directly contrary to each other; or obliquely joined, when they are oblique, so as to produce a new motion compounded from the determination of both.
|
144 |
+
|
145 |
+
The sense or senses in which Newton used his terminology, and how he understood the second law and intended it to be understood, have been extensively discussed by historians of science, along with the relations between Newton's formulation and modern formulations.[24]
|
146 |
+
|
147 |
+
An impulse J occurs when a force F acts over an interval of time Δt, and it is given by[25][26]
|
148 |
+
|
149 |
+
Since force is the time derivative of momentum, it follows that
|
150 |
+
|
151 |
+
This relation between impulse and momentum is closer to Newton's wording of the second law.[27]
|
152 |
+
|
153 |
+
Impulse is a concept frequently used in the analysis of collisions and impacts.[28]
|
154 |
+
|
155 |
+
Variable-mass systems, like a rocket burning fuel and ejecting spent gases, are not closed and cannot be directly treated by making mass a function of time in the second law;[21] that is, the following formula is wrong:[22]
|
156 |
+
|
157 |
+
The falsehood of this formula can be seen by noting that it does not respect Galilean invariance: a variable-mass object with F = 0 in one frame will be seen to have F ≠ 0 in another frame.[20]
|
158 |
+
The correct equation of motion for a body whose mass m varies with time by either ejecting or accreting mass is obtained by applying the second law to the entire, constant-mass system consisting of the body and its ejected/accreted mass; the result is[20]
|
159 |
+
|
160 |
+
where u is the velocity of the escaping or incoming mass relative to the body. From this equation one can derive the equation of motion for a varying mass system, for example, the Tsiolkovsky rocket equation.
|
161 |
+
Under some conventions, the quantity u dm/dt on the left-hand side, which represents the advection of momentum, is defined as a force (the force exerted on the body by the changing mass, such as rocket exhaust) and is included in the quantity F. Then, by substituting the definition of acceleration, the equation becomes F = ma.
|
162 |
+
|
163 |
+
The third law states that all forces between two objects exist in equal magnitude and opposite direction: if one object A exerts a force FA on a second object B, then B simultaneously exerts a force FB on A, and the two forces are equal in magnitude and opposite in direction: FA = −FB.[29] The third law means that all forces are interactions between different bodies,[30][31] or different regions within one body, and thus that there is no such thing as a force that is not accompanied by an equal and opposite force. In some situations, the magnitude and direction of the forces are determined entirely by one of the two bodies, say Body A; the force exerted by Body A on Body B is called the "action", and the force exerted by Body B on Body A is called the "reaction". This law is sometimes referred to as the action-reaction law, with FA called the "action" and FB the "reaction". In other situations the magnitude and directions of the forces are determined jointly by both bodies and it isn't necessary to identify one force as the "action" and the other as the "reaction". The action and the reaction are simultaneous, and it does not matter which is called the action and which is called reaction; both forces are part of a single interaction, and neither force exists without the other.[29]
|
164 |
+
|
165 |
+
The two forces in Newton's third law are of the same type (e.g., if the road exerts a forward frictional force on an accelerating car's tires, then it is also a frictional force that Newton's third law predicts for the tires pushing backward on the road).
|
166 |
+
|
167 |
+
From a conceptual standpoint, Newton's third law is seen when a person walks: they push against the floor, and the floor pushes against the person. Similarly, the tires of a car push against the road while the road pushes back on the tires—the tires and road simultaneously push against each other. In swimming, a person interacts with the water, pushing the water backward, while the water simultaneously pushes the person forward—both the person and the water push against each other. The reaction forces account for the motion in these examples. These forces depend on friction; a person or car on ice, for example, may be unable to exert the action force to produce the needed reaction force.[32]
|
168 |
+
|
169 |
+
Newton used the third law to derive the law of conservation of momentum;[33] from a deeper perspective, however, conservation of momentum is the more fundamental idea (derived via Noether's theorem from Galilean invariance), and holds in cases where Newton's third law appears to fail, for instance when force fields as well as particles carry momentum, and in quantum mechanics.
|
170 |
+
|
171 |
+
The ancient Greek philosopher Aristotle had the view that all objects have a natural place in the universe: that heavy objects (such as rocks) wanted to be at rest on the Earth and that light objects like smoke wanted to be at rest in the sky and the stars wanted to remain in the heavens. He thought that a body was in its natural state when it was at rest, and for the body to move in a straight line at a constant speed an external agent was needed continually to propel it, otherwise it would stop moving. Galileo Galilei, however, realised that a force is necessary to change the velocity of a body, i.e., acceleration, but no force is needed to maintain its velocity. In other words, Galileo stated that, in the absence of a force, a moving object will continue moving. (The tendency of objects to resist changes in motion was what Johannes Kepler had called inertia.) This insight was refined by Newton, who made it into his first law, also known as the "law of inertia"—no force means no acceleration, and hence the body will maintain its velocity. As Newton's first law is a restatement of the law of inertia which Galileo had already described, Newton appropriately gave credit to Galileo.
|
172 |
+
|
173 |
+
Leonardo da Vinci understood that "An object offers as much resistance to the air as the air does to the object".[34]
|
174 |
+
|
175 |
+
The law of inertia apparently occurred to several different natural philosophers and scientists independently, including Thomas Hobbes in his Leviathan (1651).[f] The 17th-century philosopher and mathematician René Descartes also formulated the law, although he did not perform any experiments to confirm it.[35][36]
|
176 |
+
|
177 |
+
Newton's laws were verified by experiment and observation for over 200 years, and they are excellent approximations at the scales and speeds of everyday life. Newton's laws of motion, together with his law of universal gravitation and the mathematical techniques of calculus, provided for the first time a unified quantitative explanation for a wide range of physical phenomena.
|
178 |
+
|
179 |
+
These three laws hold to a good approximation for macroscopic objects under everyday conditions. However, Newton's laws (combined with universal gravitation and classical electrodynamics) are inappropriate for use in certain circumstances, most notably at very small scales, at very high speeds, or in very strong gravitational fields. Therefore, the laws cannot be used to explain phenomena such as conduction of electricity in a semiconductor, optical properties of substances, errors in non-relativistically corrected GPS systems and superconductivity. Explanation of these phenomena requires more sophisticated physical theories, including general relativity and quantum field theory.
|
180 |
+
|
181 |
+
In quantum mechanics, concepts such as force, momentum, and position are defined by linear operators that operate on the quantum state; at speeds that are much lower than the speed of light, Newton's laws are just as exact for these operators as they are for classical objects. At speeds comparable to the speed of light, the second law holds in the original form F = dp/dt, where F and p are four-vectors.
|
182 |
+
|
183 |
+
In modern physics, the laws of conservation of momentum, energy, and angular momentum are of more general validity than Newton's laws, since they apply to both light and matter, and to both classical and non-classical physics.
|
184 |
+
|
185 |
+
This can be stated simply, "Momentum, energy and angular momentum cannot be created or destroyed."
|
186 |
+
|
187 |
+
Because force is the time derivative of momentum, the concept of force is redundant and subordinate to the conservation of momentum, and is not used in fundamental theories (e.g., quantum mechanics, quantum electrodynamics, general relativity, etc.). The standard model explains in detail how the three fundamental forces known as gauge forces originate out of exchange by virtual particles. Other forces, such as gravity and fermionic degeneracy pressure, also arise from the momentum conservation. Indeed, the conservation of 4-momentum in inertial motion via curved space-time results in what we call gravitational force in general relativity theory. The application of the space derivative (which is a momentum operator in quantum mechanics) to the overlapping wave functions of a pair of fermions (particles with half-integer spin) results in shifts of maxima of compound wavefunction away from each other, which is observable as the "repulsion" of the fermions.
|
188 |
+
|
189 |
+
Newton stated the third law within a world-view that assumed instantaneous action at a distance between material particles. However, he was prepared for philosophical criticism of this action at a distance, and it was in this context that he stated the famous phrase "I feign no hypotheses". In modern physics, action at a distance has been completely eliminated, except for subtle effects involving quantum entanglement. (In particular, this refers to Bell's theorem—that no local model can reproduce the predictions of quantum theory.) Despite only being an approximation, in modern engineering and all practical applications involving the motion of vehicles and satellites, the concept of action at a distance is used extensively.
|
190 |
+
|
191 |
+
The discovery of the second law of thermodynamics by Carnot in the 19th century showed that not every physical quantity is conserved over time, thus disproving the validity of inducing the opposite metaphysical view from Newton's laws. Hence, a "steady-state" worldview based solely on Newton's laws and the conservation laws does not take entropy into account.
|
192 |
+
|
193 |
+
Whatever draws or presses another is as much drawn or pressed by that other. If you press a stone with your finger, the finger is also pressed by the stone. If a horse draws a stone tied to a rope, the horse (if I may so say) will be equally drawn back towards the stone: for the distended rope, by the same endeavour to relax or unbend itself, will draw the horse as much towards the stone, as it does the stone towards the horse, and will obstruct the progress of the one as much as it advances that of the other. If a body impinges upon another, and by its force changes the motion of the other, that body also (because of the equality of the mutual pressure) will undergo an equal change, in its own motion, toward the contrary part. The changes made by these actions are equal, not in the velocities but in the motions of the bodies; that is to say, if the bodies are not hindered by any other impediments. For, as the motions are equally changed, the changes of the velocities made toward contrary parts are reciprocally proportional to the bodies. This law takes place also in attractions, as will be proved in the next scholium.[16]
|
194 |
+
|
195 |
+
That when a thing lies still, unless somewhat else stir it, it will lie still forever, is a truth that no man doubts. But [the proposition] that when a thing is in motion it will eternally be in motion unless somewhat else stay it, though the reason be the same (namely that nothing can change itself), is not so easily assented to. For men measure not only other men but all other things by themselves. And because they find themselves subject after motion to pain and lassitude, [they] think every thing else grows weary of motion and seeks repose of its own accord, little considering whether it be not some other motion wherein that desire of rest they find in themselves, consists.
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1 |
+
|
2 |
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|
3 |
+
Newton's laws of motion are three physical laws that, together, laid the foundation for classical mechanics. They describe the relationship between a body and the forces acting upon it, and its motion in response to those forces. More precisely, the first law defines the force qualitatively, the second law offers a quantitative measure of the force, and the third asserts that a single isolated force doesn't exist. These three laws have been expressed in several ways, over nearly three centuries,[a] and can be summarised as follows:
|
4 |
+
|
5 |
+
The three laws of motion were first compiled by Isaac Newton in his Philosophiæ Naturalis Principia Mathematica (Mathematical Principles of Natural Philosophy), first published in 1687.[4] Newton used them to explain and investigate the motion of many physical objects and systems.[5] For example, in the third volume of the text, Newton showed that these laws of motion, combined with his law of universal gravitation, explained Kepler's laws of planetary motion.
|
6 |
+
|
7 |
+
Some also describe a fourth law which states that forces add up like vectors, that is, that forces obey the principle of superposition.[6][7][8]
|
8 |
+
|
9 |
+
Newton's laws are applied to objects which are idealised as single point masses,[9] in the sense that the size and shape of the object's body are neglected to focus on its motion more easily. This can be done when the object is small compared to the distances involved in its analysis, or the deformation and rotation of the body are of no importance. In this way, even a planet can be idealised as a particle for analysis of its orbital motion around a star.
|
10 |
+
|
11 |
+
In their original form, Newton's laws of motion are not adequate to characterise the motion of rigid bodies and deformable bodies. Leonhard Euler in 1750 introduced a generalisation of Newton's laws of motion for rigid bodies called Euler's laws of motion, later applied as well for deformable bodies assumed as a continuum. If a body is represented as an assemblage of discrete particles, each governed by Newton's laws of motion, then Euler's laws can be derived from Newton's laws. Euler's laws can, however, be taken as axioms describing the laws of motion for extended bodies, independently of any particle structure.[10]
|
12 |
+
|
13 |
+
Newton's laws hold only with respect to a certain set of frames of reference called Newtonian or inertial reference frames. Some authors interpret the first law as defining what an inertial reference frame is; from this point of view, the second law holds only when the observation is made from an inertial reference frame, and therefore the first law cannot be proved as a special case of the second. Other authors do treat the first law as a corollary of the second.[11][12] The explicit concept of an inertial frame of reference was not developed until long after Newton's death.
|
14 |
+
|
15 |
+
In the given interpretation mass, acceleration, momentum, and (most importantly) force are assumed to be externally defined quantities. This is the most common, but not the only interpretation of the way one can consider the laws to be a definition of these quantities.
|
16 |
+
|
17 |
+
Newtonian mechanics has been superseded by special relativity, but it is still useful as an approximation when the speeds involved are much slower than the speed of light.[13]
|
18 |
+
|
19 |
+
One translation of Newton's laws reads:
|
20 |
+
|
21 |
+
Law I: Every body persists in its state of being at rest or of moving uniformly straight forward, except insofar as it is compelled to change its state by force impressed.[14][b]
|
22 |
+
|
23 |
+
Law II: The alteration of motion is ever proportional to the motive force impress'd; and is made in the direction of the right line in which that force is impress'd.[15][c]
|
24 |
+
|
25 |
+
Law III: To every action there is always opposed an equal reaction: or the mutual actions of two bodies upon each other are always equal, and directed to contrary parts.[d][e]
|
26 |
+
|
27 |
+
The first law states that if the net force (the vector sum of all forces acting on an object) is zero, then the velocity of the object is constant. Velocity is a vector quantity which expresses both the object's speed and the direction of its motion; therefore, the statement that the object's velocity is constant is a statement that both its speed and the direction of its motion are constant.
|
28 |
+
|
29 |
+
The first law can be stated mathematically when the mass is a non-zero constant, as,
|
30 |
+
|
31 |
+
Consequently,
|
32 |
+
|
33 |
+
This is known as uniform motion. An object continues to do whatever it happens to be doing unless a force is exerted upon it. If it is at rest, it continues in a state of rest (demonstrated when a tablecloth is skilfully whipped from under dishes on a tabletop and the dishes remain in their initial state of rest). If an object is moving, it continues to move without turning or changing its speed. This is evident in space probes that continuously move in outer space. Changes in motion must be imposed against the tendency of an object to retain its state of motion. In the absence of net forces, a moving object tends to move along a straight line path indefinitely.
|
34 |
+
|
35 |
+
Newton placed the first law of motion to establish frames of reference for which the other laws are applicable. However, Newton implicitly referred to the absolute co-ordinate of cosmos for this frame. Since we cannot precisely measure our velocity relative to a far star, Newton's frame is based on a pure imagination, not based on measurable physics. In current physics, an observer defines himself as in inertial frame by preparing one stone hooked by a spring, and rotating the spring to any direction, and observing the stone static and the length of that spring unchanged. By Einstein's equivalence principle, if there was one such observer A and another observer B moving in a constant velocity related to A, then A and B will both observe the same physics phenomena. If A verified the first law, then B will verify it too. In this way, the definition of inertial can get rid of absolute space or far star, and only refer to the objects locally reachable and measurable.
|
36 |
+
|
37 |
+
A particle not subject to forces moves (related to inertial frame) in a straight line at a constant speed.[11][17] Newton's first law is often referred to as the law of inertia. Thus, a condition necessary for the uniform motion of a particle relative to an inertial reference frame is that the total net force acting on it is zero. In this sense, the first law can be restated as:
|
38 |
+
|
39 |
+
In every material universe, the motion of a particle in a preferential reference frame Φ is determined by the action of forces whose total vanished for all times when and only when the velocity of the particle is constant in Φ. That is, a particle initially at rest or in uniform motion in the preferential frame Φ continues in that state unless compelled by forces to change it.[18]
|
40 |
+
|
41 |
+
Newton's first and second laws are valid only in an inertial reference frame. Any reference frame that is in uniform motion with respect to an inertial frame is also an inertial frame, i.e. Galilean invariance or the principle of Newtonian relativity.[19]
|
42 |
+
|
43 |
+
The second law states that the rate of change of momentum of a body is directly proportional to the force applied, and this change in momentum takes place in the direction of the applied force.
|
44 |
+
|
45 |
+
The second law can also be stated in terms of an object's acceleration. Since Newton's second law is valid only for constant-mass systems,[20][21][22] m can be taken outside the differentiation operator by the constant factor rule in differentiation. Thus,
|
46 |
+
|
47 |
+
where F is the net force applied, m is the mass of the body, and a is the body's acceleration. Thus, the net force applied to a body produces a proportional acceleration. In other words, if a body is accelerating, then there is a force on it.
|
48 |
+
|
49 |
+
The above statements hint that the second law is merely a definition of
|
50 |
+
|
51 |
+
|
52 |
+
|
53 |
+
|
54 |
+
F
|
55 |
+
|
56 |
+
|
57 |
+
|
58 |
+
{\displaystyle \mathbf {F} }
|
59 |
+
|
60 |
+
, not a precious observation of nature. However, current physics restate the second law in measurable steps: (1)defining the term 'one unit of mass' by a specified stone, (2)defining the term 'one unit of force' by a specified spring with specified length, (3)measuring by experiment or proving by theory (with a principle that every direction of space are equivalent), that force can be added as a mathematical vector, (4)finally conclude that
|
61 |
+
|
62 |
+
|
63 |
+
|
64 |
+
|
65 |
+
F
|
66 |
+
|
67 |
+
=
|
68 |
+
m
|
69 |
+
|
70 |
+
a
|
71 |
+
|
72 |
+
|
73 |
+
|
74 |
+
{\displaystyle \mathbf {F} =m\mathbf {a} }
|
75 |
+
|
76 |
+
. These steps hint the second law is a precious feature of nature.
|
77 |
+
|
78 |
+
The second law also implies the conservation of momentum: when the net force on the body is zero, the momentum of the body is constant. Any net force is equal to the rate of change of the momentum.
|
79 |
+
|
80 |
+
Any mass that is gained or lost by the system will cause a change in momentum that is not the result of an external force. A different equation is necessary for variable-mass systems (see below).
|
81 |
+
|
82 |
+
Newton's second law is an approximation that is increasingly worse at high speeds because of relativistic effects.
|
83 |
+
|
84 |
+
According to modern ideas of how Newton was using his terminology,[23] the law is understood, in modern terms, as an equivalent of:
|
85 |
+
|
86 |
+
|
87 |
+
|
88 |
+
The change of momentum of a body is proportional to the impulse impressed on the body, and happens along the straight line on which that impulse is impressed.
|
89 |
+
|
90 |
+
This may be expressed by the formula
|
91 |
+
|
92 |
+
|
93 |
+
|
94 |
+
|
95 |
+
F
|
96 |
+
|
97 |
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=
|
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+
|
99 |
+
|
100 |
+
p
|
101 |
+
|
102 |
+
|
103 |
+
′
|
104 |
+
|
105 |
+
|
106 |
+
|
107 |
+
|
108 |
+
{\displaystyle \mathbf {F} =\mathbf {p} ^{\prime }}
|
109 |
+
|
110 |
+
, where
|
111 |
+
|
112 |
+
|
113 |
+
|
114 |
+
|
115 |
+
|
116 |
+
p
|
117 |
+
|
118 |
+
|
119 |
+
′
|
120 |
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|
121 |
+
|
122 |
+
|
123 |
+
|
124 |
+
{\displaystyle \mathbf {p} ^{\prime }}
|
125 |
+
|
126 |
+
is the time derivative of the momentum
|
127 |
+
|
128 |
+
|
129 |
+
|
130 |
+
|
131 |
+
p
|
132 |
+
|
133 |
+
|
134 |
+
|
135 |
+
{\displaystyle \mathbf {p} }
|
136 |
+
|
137 |
+
. This equation can be seen clearly in the Wren Library of Trinity College, Cambridge, in a glass case in which Newton's manuscript is open to the relevant page.
|
138 |
+
|
139 |
+
Motte's 1729 translation of Newton's Latin continued with Newton's commentary on the second law of motion, reading:
|
140 |
+
|
141 |
+
|
142 |
+
|
143 |
+
If a force generates a motion, a double force will generate double the motion, a triple force triple the motion, whether that force be impressed altogether and at once, or gradually and successively. And this motion (being always directed the same way with the generating force), if the body moved before, is added to or subtracted from the former motion, according as they directly conspire with or are directly contrary to each other; or obliquely joined, when they are oblique, so as to produce a new motion compounded from the determination of both.
|
144 |
+
|
145 |
+
The sense or senses in which Newton used his terminology, and how he understood the second law and intended it to be understood, have been extensively discussed by historians of science, along with the relations between Newton's formulation and modern formulations.[24]
|
146 |
+
|
147 |
+
An impulse J occurs when a force F acts over an interval of time Δt, and it is given by[25][26]
|
148 |
+
|
149 |
+
Since force is the time derivative of momentum, it follows that
|
150 |
+
|
151 |
+
This relation between impulse and momentum is closer to Newton's wording of the second law.[27]
|
152 |
+
|
153 |
+
Impulse is a concept frequently used in the analysis of collisions and impacts.[28]
|
154 |
+
|
155 |
+
Variable-mass systems, like a rocket burning fuel and ejecting spent gases, are not closed and cannot be directly treated by making mass a function of time in the second law;[21] that is, the following formula is wrong:[22]
|
156 |
+
|
157 |
+
The falsehood of this formula can be seen by noting that it does not respect Galilean invariance: a variable-mass object with F = 0 in one frame will be seen to have F ≠ 0 in another frame.[20]
|
158 |
+
The correct equation of motion for a body whose mass m varies with time by either ejecting or accreting mass is obtained by applying the second law to the entire, constant-mass system consisting of the body and its ejected/accreted mass; the result is[20]
|
159 |
+
|
160 |
+
where u is the velocity of the escaping or incoming mass relative to the body. From this equation one can derive the equation of motion for a varying mass system, for example, the Tsiolkovsky rocket equation.
|
161 |
+
Under some conventions, the quantity u dm/dt on the left-hand side, which represents the advection of momentum, is defined as a force (the force exerted on the body by the changing mass, such as rocket exhaust) and is included in the quantity F. Then, by substituting the definition of acceleration, the equation becomes F = ma.
|
162 |
+
|
163 |
+
The third law states that all forces between two objects exist in equal magnitude and opposite direction: if one object A exerts a force FA on a second object B, then B simultaneously exerts a force FB on A, and the two forces are equal in magnitude and opposite in direction: FA = −FB.[29] The third law means that all forces are interactions between different bodies,[30][31] or different regions within one body, and thus that there is no such thing as a force that is not accompanied by an equal and opposite force. In some situations, the magnitude and direction of the forces are determined entirely by one of the two bodies, say Body A; the force exerted by Body A on Body B is called the "action", and the force exerted by Body B on Body A is called the "reaction". This law is sometimes referred to as the action-reaction law, with FA called the "action" and FB the "reaction". In other situations the magnitude and directions of the forces are determined jointly by both bodies and it isn't necessary to identify one force as the "action" and the other as the "reaction". The action and the reaction are simultaneous, and it does not matter which is called the action and which is called reaction; both forces are part of a single interaction, and neither force exists without the other.[29]
|
164 |
+
|
165 |
+
The two forces in Newton's third law are of the same type (e.g., if the road exerts a forward frictional force on an accelerating car's tires, then it is also a frictional force that Newton's third law predicts for the tires pushing backward on the road).
|
166 |
+
|
167 |
+
From a conceptual standpoint, Newton's third law is seen when a person walks: they push against the floor, and the floor pushes against the person. Similarly, the tires of a car push against the road while the road pushes back on the tires—the tires and road simultaneously push against each other. In swimming, a person interacts with the water, pushing the water backward, while the water simultaneously pushes the person forward—both the person and the water push against each other. The reaction forces account for the motion in these examples. These forces depend on friction; a person or car on ice, for example, may be unable to exert the action force to produce the needed reaction force.[32]
|
168 |
+
|
169 |
+
Newton used the third law to derive the law of conservation of momentum;[33] from a deeper perspective, however, conservation of momentum is the more fundamental idea (derived via Noether's theorem from Galilean invariance), and holds in cases where Newton's third law appears to fail, for instance when force fields as well as particles carry momentum, and in quantum mechanics.
|
170 |
+
|
171 |
+
The ancient Greek philosopher Aristotle had the view that all objects have a natural place in the universe: that heavy objects (such as rocks) wanted to be at rest on the Earth and that light objects like smoke wanted to be at rest in the sky and the stars wanted to remain in the heavens. He thought that a body was in its natural state when it was at rest, and for the body to move in a straight line at a constant speed an external agent was needed continually to propel it, otherwise it would stop moving. Galileo Galilei, however, realised that a force is necessary to change the velocity of a body, i.e., acceleration, but no force is needed to maintain its velocity. In other words, Galileo stated that, in the absence of a force, a moving object will continue moving. (The tendency of objects to resist changes in motion was what Johannes Kepler had called inertia.) This insight was refined by Newton, who made it into his first law, also known as the "law of inertia"—no force means no acceleration, and hence the body will maintain its velocity. As Newton's first law is a restatement of the law of inertia which Galileo had already described, Newton appropriately gave credit to Galileo.
|
172 |
+
|
173 |
+
Leonardo da Vinci understood that "An object offers as much resistance to the air as the air does to the object".[34]
|
174 |
+
|
175 |
+
The law of inertia apparently occurred to several different natural philosophers and scientists independently, including Thomas Hobbes in his Leviathan (1651).[f] The 17th-century philosopher and mathematician René Descartes also formulated the law, although he did not perform any experiments to confirm it.[35][36]
|
176 |
+
|
177 |
+
Newton's laws were verified by experiment and observation for over 200 years, and they are excellent approximations at the scales and speeds of everyday life. Newton's laws of motion, together with his law of universal gravitation and the mathematical techniques of calculus, provided for the first time a unified quantitative explanation for a wide range of physical phenomena.
|
178 |
+
|
179 |
+
These three laws hold to a good approximation for macroscopic objects under everyday conditions. However, Newton's laws (combined with universal gravitation and classical electrodynamics) are inappropriate for use in certain circumstances, most notably at very small scales, at very high speeds, or in very strong gravitational fields. Therefore, the laws cannot be used to explain phenomena such as conduction of electricity in a semiconductor, optical properties of substances, errors in non-relativistically corrected GPS systems and superconductivity. Explanation of these phenomena requires more sophisticated physical theories, including general relativity and quantum field theory.
|
180 |
+
|
181 |
+
In quantum mechanics, concepts such as force, momentum, and position are defined by linear operators that operate on the quantum state; at speeds that are much lower than the speed of light, Newton's laws are just as exact for these operators as they are for classical objects. At speeds comparable to the speed of light, the second law holds in the original form F = dp/dt, where F and p are four-vectors.
|
182 |
+
|
183 |
+
In modern physics, the laws of conservation of momentum, energy, and angular momentum are of more general validity than Newton's laws, since they apply to both light and matter, and to both classical and non-classical physics.
|
184 |
+
|
185 |
+
This can be stated simply, "Momentum, energy and angular momentum cannot be created or destroyed."
|
186 |
+
|
187 |
+
Because force is the time derivative of momentum, the concept of force is redundant and subordinate to the conservation of momentum, and is not used in fundamental theories (e.g., quantum mechanics, quantum electrodynamics, general relativity, etc.). The standard model explains in detail how the three fundamental forces known as gauge forces originate out of exchange by virtual particles. Other forces, such as gravity and fermionic degeneracy pressure, also arise from the momentum conservation. Indeed, the conservation of 4-momentum in inertial motion via curved space-time results in what we call gravitational force in general relativity theory. The application of the space derivative (which is a momentum operator in quantum mechanics) to the overlapping wave functions of a pair of fermions (particles with half-integer spin) results in shifts of maxima of compound wavefunction away from each other, which is observable as the "repulsion" of the fermions.
|
188 |
+
|
189 |
+
Newton stated the third law within a world-view that assumed instantaneous action at a distance between material particles. However, he was prepared for philosophical criticism of this action at a distance, and it was in this context that he stated the famous phrase "I feign no hypotheses". In modern physics, action at a distance has been completely eliminated, except for subtle effects involving quantum entanglement. (In particular, this refers to Bell's theorem—that no local model can reproduce the predictions of quantum theory.) Despite only being an approximation, in modern engineering and all practical applications involving the motion of vehicles and satellites, the concept of action at a distance is used extensively.
|
190 |
+
|
191 |
+
The discovery of the second law of thermodynamics by Carnot in the 19th century showed that not every physical quantity is conserved over time, thus disproving the validity of inducing the opposite metaphysical view from Newton's laws. Hence, a "steady-state" worldview based solely on Newton's laws and the conservation laws does not take entropy into account.
|
192 |
+
|
193 |
+
Whatever draws or presses another is as much drawn or pressed by that other. If you press a stone with your finger, the finger is also pressed by the stone. If a horse draws a stone tied to a rope, the horse (if I may so say) will be equally drawn back towards the stone: for the distended rope, by the same endeavour to relax or unbend itself, will draw the horse as much towards the stone, as it does the stone towards the horse, and will obstruct the progress of the one as much as it advances that of the other. If a body impinges upon another, and by its force changes the motion of the other, that body also (because of the equality of the mutual pressure) will undergo an equal change, in its own motion, toward the contrary part. The changes made by these actions are equal, not in the velocities but in the motions of the bodies; that is to say, if the bodies are not hindered by any other impediments. For, as the motions are equally changed, the changes of the velocities made toward contrary parts are reciprocally proportional to the bodies. This law takes place also in attractions, as will be proved in the next scholium.[16]
|
194 |
+
|
195 |
+
That when a thing lies still, unless somewhat else stir it, it will lie still forever, is a truth that no man doubts. But [the proposition] that when a thing is in motion it will eternally be in motion unless somewhat else stay it, though the reason be the same (namely that nothing can change itself), is not so easily assented to. For men measure not only other men but all other things by themselves. And because they find themselves subject after motion to pain and lassitude, [they] think every thing else grows weary of motion and seeks repose of its own accord, little considering whether it be not some other motion wherein that desire of rest they find in themselves, consists.
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1 |
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3 |
+
Gravity (from Latin gravitas, meaning 'weight'[1]), or gravitation, is a natural phenomenon by which all things with mass or energy—including planets, stars, galaxies, and even light[2]—are brought toward (or gravitate toward) one another. On Earth, gravity gives weight to physical objects, and the Moon's gravity causes the ocean tides. The gravitational attraction of the original gaseous matter present in the Universe caused it to begin coalescing and forming stars and caused the stars to group together into galaxies, so gravity is responsible for many of the large-scale structures in the Universe. Gravity has an infinite range, although its effects become increasingly weaker as objects get further away.
|
4 |
+
|
5 |
+
Gravity is most accurately described by the general theory of relativity (proposed by Albert Einstein in 1915), which describes gravity not as a force, but as a consequence of the curvature of spacetime caused by the uneven distribution of mass. The most extreme example of this curvature of spacetime is a black hole, from which nothing—not even light—can escape once past the black hole's event horizon.[3] However, for most applications, gravity is well approximated by Newton's law of universal gravitation, which describes gravity as a force, which causes any two bodies to be attracted to each other, with the force proportional to the product of their masses and inversely proportional to the square of the distance between them.
|
6 |
+
|
7 |
+
Gravity is the weakest of the four fundamental interactions of physics, approximately 1038 times weaker than the strong interaction, 1036 times weaker than the electromagnetic force and 1029 times weaker than the weak interaction. As a consequence, it has no significant influence at the level of subatomic particles.[4] In contrast, it is the dominant interaction at the macroscopic scale, and is the cause of the formation, shape and trajectory (orbit) of astronomical bodies.
|
8 |
+
|
9 |
+
The earliest instance of gravity in the Universe, possibly in the form of quantum gravity, supergravity or a gravitational singularity, along with ordinary space and time, developed during the Planck epoch (up to 10−43 seconds after the birth of the Universe), possibly from a primeval state, such as a false vacuum, quantum vacuum or virtual particle, in a currently unknown manner.[5] Attempts to develop a theory of gravity consistent with quantum mechanics, a quantum gravity theory, which would allow gravity to be united in a common mathematical framework (a theory of everything) with the other three fundamental interactions of physics, are a current area of research.
|
10 |
+
|
11 |
+
The ancient Greek philosopher Archimedes discovered the center of gravity of a triangle.[6] He also postulated that if two equal weights did not have the same center of gravity, the center of gravity of the two weights together would be in the middle of the line that joins their centers of gravity.[7]
|
12 |
+
|
13 |
+
The Roman architect and engineer Vitruvius in De Architectura postulated that gravity of an object did not depend on weight but its "nature".[8]
|
14 |
+
|
15 |
+
In ancient India, Aryabhata first identified the force to explain why objects are not thrown outward as the earth rotates. Brahmagupta described gravity as an attractive force and used the term "gurutvaakarshan" for gravity.[9][10]
|
16 |
+
|
17 |
+
Modern work on gravitational theory began with the work of Galileo Galilei in the late 16th and early 17th centuries. In his famous (though possibly apocryphal[11]) experiment dropping balls from the Tower of Pisa, and later with careful measurements of balls rolling down inclines, Galileo showed that gravitational acceleration is the same for all objects. This was a major departure from Aristotle's belief that heavier objects have a higher gravitational acceleration.[12] Galileo postulated air resistance as the reason that objects with less mass fall more slowly in an atmosphere. Galileo's work set the stage for the formulation of Newton's theory of gravity.[13]
|
18 |
+
|
19 |
+
In 1687, English mathematician Sir Isaac Newton published Principia, which hypothesizes the inverse-square law of universal gravitation. In his own words, "I deduced that the forces which keep the planets in their orbs must [be] reciprocally as the squares of their distances from the centers about which they revolve: and thereby compared the force requisite to keep the Moon in her Orb with the force of gravity at the surface of the Earth; and found them answer pretty nearly."[14] The equation is the following:
|
20 |
+
|
21 |
+
F
|
22 |
+
=
|
23 |
+
G
|
24 |
+
|
25 |
+
|
26 |
+
|
27 |
+
|
28 |
+
m
|
29 |
+
|
30 |
+
1
|
31 |
+
|
32 |
+
|
33 |
+
|
34 |
+
m
|
35 |
+
|
36 |
+
2
|
37 |
+
|
38 |
+
|
39 |
+
|
40 |
+
|
41 |
+
r
|
42 |
+
|
43 |
+
2
|
44 |
+
|
45 |
+
|
46 |
+
|
47 |
+
|
48 |
+
|
49 |
+
|
50 |
+
|
51 |
+
{\displaystyle F=G{\frac {m_{1}m_{2}}{r^{2}}}\ }
|
52 |
+
|
53 |
+
Where F is the force, m1 and m2 are the masses of the objects interacting, r is the distance between the centers of the masses and G is the gravitational constant.
|
54 |
+
|
55 |
+
Newton's theory enjoyed its greatest success when it was used to predict the existence of Neptune based on motions of Uranus that could not be accounted for by the actions of the other planets. Calculations by both John Couch Adams and Urbain Le Verrier predicted the general position of the planet, and Le Verrier's calculations are what led Johann Gottfried Galle to the discovery of Neptune.
|
56 |
+
|
57 |
+
A discrepancy in Mercury's orbit pointed out flaws in Newton's theory. By the end of the 19th century, it was known that its orbit showed slight perturbations that could not be accounted for entirely under Newton's theory, but all searches for another perturbing body (such as a planet orbiting the Sun even closer than Mercury) had been fruitless. The issue was resolved in 1915 by Albert Einstein's new theory of general relativity, which accounted for the small discrepancy in Mercury's orbit. This discrepancy was the advance in the perihelion of Mercury of 42.98 arcseconds per century.[15]
|
58 |
+
|
59 |
+
Although Newton's theory has been superseded by Albert Einstein's general relativity, most modern non-relativistic gravitational calculations are still made using Newton's theory because it is simpler to work with and it gives sufficiently accurate results for most applications involving sufficiently small masses, speeds and energies.
|
60 |
+
|
61 |
+
The equivalence principle, explored by a succession of researchers including Galileo, Loránd Eötvös, and Einstein, expresses the idea that all objects fall in the same way, and that the effects of gravity are indistinguishable from certain aspects of acceleration and deceleration. The simplest way to test the weak equivalence principle is to drop two objects of different masses or compositions in a vacuum and see whether they hit the ground at the same time. Such experiments demonstrate that all objects fall at the same rate when other forces (such as air resistance and electromagnetic effects) are negligible. More sophisticated tests use a torsion balance of a type invented by Eötvös. Satellite experiments, for example STEP, are planned for more accurate experiments in space.[16]
|
62 |
+
|
63 |
+
Formulations of the equivalence principle include:
|
64 |
+
|
65 |
+
In general relativity, the effects of gravitation are ascribed to spacetime curvature instead of a force. The starting point for general relativity is the equivalence principle, which equates free fall with inertial motion and describes free-falling inertial objects as being accelerated relative to non-inertial observers on the ground.[19][20] In Newtonian physics, however, no such acceleration can occur unless at least one of the objects is being operated on by a force.
|
66 |
+
|
67 |
+
Einstein proposed that spacetime is curved by matter, and that free-falling objects are moving along locally straight paths in curved spacetime. These straight paths are called geodesics. Like Newton's first law of motion, Einstein's theory states that if a force is applied on an object, it would deviate from a geodesic. For instance, we are no longer following geodesics while standing because the mechanical resistance of the Earth exerts an upward force on us, and we are non-inertial on the ground as a result. This explains why moving along the geodesics in spacetime is considered inertial.
|
68 |
+
|
69 |
+
Einstein discovered the field equations of general relativity, which relate the presence of matter and the curvature of spacetime and are named after him. The Einstein field equations are a set of 10 simultaneous, non-linear, differential equations. The solutions of the field equations are the components of the metric tensor of spacetime. A metric tensor describes a geometry of spacetime. The geodesic paths for a spacetime are calculated from the metric tensor.
|
70 |
+
|
71 |
+
Notable solutions of the Einstein field equations include:
|
72 |
+
|
73 |
+
The tests of general relativity included the following:[21]
|
74 |
+
|
75 |
+
An open question is whether it is possible to describe the small-scale interactions of gravity with the same framework as quantum mechanics. General relativity describes large-scale bulk properties whereas quantum mechanics is the framework to describe the smallest scale interactions of matter. Without modifications these frameworks are incompatible.[29]
|
76 |
+
|
77 |
+
One path is to describe gravity in the framework of quantum field theory, which has been successful to accurately describe the other fundamental interactions. The electromagnetic force arises from an exchange of virtual photons, where the QFT description of gravity is that there is an exchange of virtual gravitons.[30][31] This description reproduces general relativity in the classical limit. However, this approach fails at short distances of the order of the Planck length,[29] where a more complete theory of quantum gravity (or a new approach to quantum mechanics) is required.
|
78 |
+
|
79 |
+
Every planetary body (including the Earth) is surrounded by its own gravitational field, which can be conceptualized with Newtonian physics as exerting an attractive force on all objects. Assuming a spherically symmetrical planet, the strength of this field at any given point above the surface is proportional to the planetary body's mass and inversely proportional to the square of the distance from the center of the body.
|
80 |
+
|
81 |
+
The strength of the gravitational field is numerically equal to the acceleration of objects under its influence.[32] The rate of acceleration of falling objects near the Earth's surface varies very slightly depending on latitude, surface features such as mountains and ridges, and perhaps unusually high or low sub-surface densities.[33] For purposes of weights and measures, a standard gravity value is defined by the International Bureau of Weights and Measures, under the International System of Units (SI).
|
82 |
+
|
83 |
+
That value, denoted g, is g = 9.80665 m/s2 (32.1740 ft/s2).[34][35]
|
84 |
+
|
85 |
+
The standard value of 9.80665 m/s2 is the one originally adopted by the International Committee on Weights and Measures in 1901 for 45° latitude, even though it has been shown to be too high by about five parts in ten thousand.[36] This value has persisted in meteorology and in some standard atmospheres as the value for 45° latitude even though it applies more precisely to latitude of 45°32'33".[37]
|
86 |
+
|
87 |
+
Assuming the standardized value for g and ignoring air resistance, this means that an object falling freely near the Earth's surface increases its velocity by 9.80665 m/s (32.1740 ft/s or 22 mph) for each second of its descent. Thus, an object starting from rest will attain a velocity of 9.80665 m/s (32.1740 ft/s) after one second, approximately 19.62 m/s (64.4 ft/s) after two seconds, and so on, adding 9.80665 m/s (32.1740 ft/s) to each resulting velocity. Also, again ignoring air resistance, any and all objects, when dropped from the same height, will hit the ground at the same time.
|
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+
|
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+
According to Newton's 3rd Law, the Earth itself experiences a force equal in magnitude and opposite in direction to that which it exerts on a falling object. This means that the Earth also accelerates towards the object until they collide. Because the mass of the Earth is huge, however, the acceleration imparted to the Earth by this opposite force is negligible in comparison to the object's. If the object does not bounce after it has collided with the Earth, each of them then exerts a repulsive contact force on the other which effectively balances the attractive force of gravity and prevents further acceleration.
|
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|
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The force of gravity on Earth is the resultant (vector sum) of two forces:[38] (a) The gravitational attraction in accordance with Newton's universal law of gravitation, and (b) the centrifugal force, which results from the choice of an earthbound, rotating frame of reference. The force of gravity is weakest at the equator because of the centrifugal force caused by the Earth's rotation and because points on the equator are furthest from the center of the Earth. The force of gravity varies with latitude and increases from about 9.780 m/s2 at the Equator to about 9.832 m/s2 at the poles.
|
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+
Under an assumption of constant gravitational attraction, Newton's law of universal gravitation simplifies to F = mg, where m is the mass of the body and g is a constant vector with an average magnitude of 9.81 m/s2 on Earth. This resulting force is the object's weight. The acceleration due to gravity is equal to this g. An initially stationary object which is allowed to fall freely under gravity drops a distance which is proportional to the square of the elapsed time. The image on the right, spanning half a second, was captured with a stroboscopic flash at 20 flashes per second. During the first 1⁄20 of a second the ball drops one unit of distance (here, a unit is about 12 mm); by 2⁄20 it has dropped at total of 4 units; by 3⁄20, 9 units and so on.
|
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+
|
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+
Under the same constant gravity assumptions, the potential energy, Ep, of a body at height h is given by Ep = mgh (or Ep = Wh, with W meaning weight). This expression is valid only over small distances h from the surface of the Earth. Similarly, the expression
|
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h
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=
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v
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2
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2
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g
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{\displaystyle h={\tfrac {v^{2}}{2g}}}
|
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+
for the maximum height reached by a vertically projected body with initial velocity v is useful for small heights and small initial velocities only.
|
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|
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+
The application of Newton's law of gravity has enabled the acquisition of much of the detailed information we have about the planets in the Solar System, the mass of the Sun, and details of quasars; even the existence of dark matter is inferred using Newton's law of gravity. Although we have not traveled to all the planets nor to the Sun, we know their masses. These masses are obtained by applying the laws of gravity to the measured characteristics of the orbit. In space an object maintains its orbit because of the force of gravity acting upon it. Planets orbit stars, stars orbit galactic centers, galaxies orbit a center of mass in clusters, and clusters orbit in superclusters. The force of gravity exerted on one object by another is directly proportional to the product of those objects' masses and inversely proportional to the square of the distance between them.
|
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+
|
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+
The earliest gravity (possibly in the form of quantum gravity, supergravity or a gravitational singularity), along with ordinary space and time, developed during the Planck epoch (up to 10−43 seconds after the birth of the Universe), possibly from a primeval state (such as a false vacuum, quantum vacuum or virtual particle), in a currently unknown manner.[5]
|
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+
|
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+
General relativity predicts that energy can be transported out of a system through gravitational radiation. Any accelerating matter can create curvatures in the space-time metric, which is how the gravitational radiation is transported away from the system. Co-orbiting objects can generate curvatures in space-time such as the Earth-Sun system, pairs of neutron stars, and pairs of black holes. Another astrophysical system predicted to lose energy in the form of gravitational radiation are exploding supernovae.
|
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+
|
129 |
+
The first indirect evidence for gravitational radiation was through measurements of the Hulse–Taylor binary in 1973. This system consists of a pulsar and neutron star in orbit around one another. Its orbital period has decreased since its initial discovery due to a loss of energy, which is consistent for the amount of energy loss due to gravitational radiation. This research was awarded the Nobel Prize in Physics in 1993.
|
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+
|
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+
The first direct evidence for gravitational radiation was measured on 14 September 2015 by the LIGO detectors. The gravitational waves emitted during the collision of two black holes 1.3 billion-light years from Earth were measured.[40][41] This observation confirms the theoretical predictions of Einstein and others that such waves exist. It also opens the way for practical observation and understanding of the nature of gravity and events in the Universe including the Big Bang.[42] Neutron star and black hole formation also create detectable amounts of gravitational radiation.[43] This research was awarded the Nobel Prize in physics in 2017.[44]
|
132 |
+
|
133 |
+
As of 2020[update], the gravitational radiation emitted by the Solar System is far too small to measure with current technology.
|
134 |
+
|
135 |
+
In December 2012, a research team in China announced that it had produced measurements of the phase lag of Earth tides during full and new moons which seem to prove that the speed of gravity is equal to the speed of light.[45] This means that if the Sun suddenly disappeared, the Earth would keep orbiting it normally for 8 minutes, which is the time light takes to travel that distance. The team's findings were released in the Chinese Science Bulletin in February 2013.[46]
|
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+
|
137 |
+
In October 2017, the LIGO and Virgo detectors received gravitational wave signals within 2 seconds of gamma ray satellites and optical telescopes seeing signals from the same direction. This confirmed that the speed of gravitational waves was the same as the speed of light.[47]
|
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+
|
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+
There are some observations that are not adequately accounted for, which may point to the need for better theories of gravity or perhaps be explained in other ways.
|
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1 |
+
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London is the capital and largest city of England and the United Kingdom.[7][8] Standing on the River Thames in the south-east of England, at the head of its 50-mile (80 km) estuary leading to the North Sea, London has been a major settlement for two millennia. Londinium was founded by the Romans.[9] The City of London, London's ancient core − an area of just 1.12 square miles (2.9 km2) and colloquially known as the Square Mile − retains boundaries that closely follow its medieval limits.[10][11][12][13][14][note 1] The City of Westminster is also an Inner London borough holding city status. London is governed by the mayor of London and the London Assembly.[15][note 2][16]
|
4 |
+
|
5 |
+
London is considered to be one of the world's most important global cities[17][18][19] and has been called the world's most powerful,[20] most desirable,[21] most influential,[22] most visited,[23] most expensive,[24][25] sustainable,[26] most investment-friendly,[27] and most-popular-for-work[28] city. It exerts a considerable impact upon the arts, commerce, education, entertainment, fashion, finance, healthcare, media, professional services, research and development, tourism and transportation.[29][30] London ranks 26th out of 300 major cities for economic performance.[31] It is one of the largest financial centres[32] and has either the fifth- or the sixth-largest metropolitan area GDP.[note 3][33][34][35][36][37] It is the most-visited city as measured by international arrivals[38] and has the busiest city airport system as measured by passenger traffic.[39] It is the leading investment destination,[40][41][42][43] hosting more international retailers[44][45] than any other city. In 2017, London had the second highest number of ultra high-net-worth individuals in Europe after Paris.[46] London's universities form the largest concentration of higher education institutes in Europe,[47] and London is home to highly ranked institutions such as Imperial College London in natural and applied sciences, the London School of Economics in social sciences, and the comprehensive University College London and King's College London.[48][49][50] In 2012, London became the first city to have hosted three modern Summer Olympic Games.[51]
|
6 |
+
|
7 |
+
London has a diverse range of people and cultures, and more than 300 languages are spoken in the region.[52] Its estimated mid-2018 municipal population (corresponding to Greater London) was 8,908,081,[4] the third most populous of any city in Europe[53] and accounts for 13.4% of the UK population.[54] London's urban area is the fourth most populous in Europe, after Moscow, Istanbul, and Paris, with 9,787,426 inhabitants at the 2011 census.[55][56]. The London commuter belt is the third-most populous in Europe, after the Moscow Metropolitan Area and Istanbul, with 14,040,163 inhabitants in 2016.[note 4][3][57]
|
8 |
+
|
9 |
+
London contains four World Heritage Sites: the Tower of London; Kew Gardens; the site comprising the Palace of Westminster, Westminster Abbey, and St Margaret's Church; and the historic settlement in Greenwich where the Royal Observatory, Greenwich defines the Prime Meridian (0° longitude) and Greenwich Mean Time.[58] Other landmarks include Buckingham Palace, the London Eye, Piccadilly Circus, St Paul's Cathedral, Tower Bridge, Trafalgar Square and The Shard. London has numerous museums, galleries, libraries and sporting events. These include the British Museum, National Gallery, Natural History Museum, Tate Modern, British Library and West End theatres.[59] The London Underground is the oldest underground railway network in the world.
|
10 |
+
|
11 |
+
London is an ancient name, already attested in the first century AD, usually in the Latinised form Londinium;[60] for example, handwritten Roman tablets recovered in the city originating from AD 65/70–80 include the word Londinio ('in London').[61]
|
12 |
+
|
13 |
+
Over the years, the name has attracted many mythicising explanations. The earliest attested appears in Geoffrey of Monmouth's Historia Regum Britanniae, written around 1136.[60] This had it that the name originated from a supposed King Lud, who had allegedly taken over the city and named it Kaerlud.[62]
|
14 |
+
|
15 |
+
Modern scientific analyses of the name must account for the origins of the different forms found in early sources: Latin (usually Londinium), Old English (usually Lunden), and Welsh (usually Llundein), with reference to the known developments over time of sounds in those different languages. It is agreed that the name came into these languages from Common Brythonic; recent work tends to reconstruct the lost Celtic form of the name as *Londonjon or something similar. This was adapted into Latin as Londinium and borrowed into Old English, the ancestor-language of English.[63]
|
16 |
+
|
17 |
+
The toponymy of the Common Brythonic form is much debated. A prominent explanation was Richard Coates's 1998 argument that the name derived from pre-Celtic Old European *(p)lowonida, meaning "river too wide to ford". Coates suggested that this was a name given to the part of the River Thames which flows through London; from this, the settlement gained the Celtic form of its name, *Lowonidonjon.[64] However, most work has accepted a Celtic origin for the name, and recent studies have favoured an explanation along the lines of a Celtic derivative of a Proto-Indo-European root *lendh- ('sink, cause to sink'), combined with the Celtic suffix *-injo- or *-onjo- (used to form place-names). Peter Schrijver has specifically suggested, on these grounds, that the name originally meant 'place that floods (periodically, tidally)'.[65][63]
|
18 |
+
|
19 |
+
Until 1889, the name "London" applied officially to the City of London, but since then it has also referred to the County of London and Greater London.[66]
|
20 |
+
|
21 |
+
In writing, "London" is, on occasion, colloquially contracted to "LDN".[67][clarification needed] Such usage originated in SMS language, and is often found, on a social media user profile, suffixing an alias or handle.
|
22 |
+
|
23 |
+
In 1993, the remains of a Bronze Age bridge were found on the south foreshore, upstream of Vauxhall Bridge.[68] This bridge either crossed the Thames or reached a now lost island in it. Two of those timbers were radiocarbon dated to between 1750 BC and 1285 BC.[68]
|
24 |
+
|
25 |
+
In 2010, the foundations of a large timber structure, dated to between 4800 BC and 4500 BC,[69] were found on the Thames's south foreshore, downstream of Vauxhall Bridge.[70] The function of the mesolithic structure is not known. Both structures are on the south bank where the River Effra flows into the Thames.[70]
|
26 |
+
|
27 |
+
Although there is evidence of scattered Brythonic settlements in the area, the first major settlement was founded by the Romans about four years[1] after the invasion of AD 43.[71] This lasted only until around AD 61, when the Iceni tribe led by Queen Boudica stormed it, burning the settlement to the ground.[72] The next, heavily planned, incarnation of Londinium prospered, and it superseded Colchester as the capital of the Roman province of Britannia in 100. At its height in the 2nd century, Roman London had a population of around 60,000.[73]
|
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+
|
29 |
+
With the collapse of Roman rule in the early 5th century, London ceased to be a capital, and the walled city of Londinium was effectively abandoned, although Roman civilisation continued in the area of St Martin-in-the-Fields until around 450.[74] From around 500, an Anglo-Saxon settlement known as Lundenwic developed slightly west of the old Roman city.[75] By about 680, the city had regrown into a major port, although there is little evidence of large-scale production. From the 820s repeated Viking assaults brought decline. Three are recorded; those in 851 and 886 succeeded, while the last, in 994, was rebuffed.[76]
|
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+
|
31 |
+
The Vikings established Danelaw over much of eastern and northern England; its boundary stretched roughly from London to Chester. It was an area of political and geographical control imposed by the Viking incursions which was formally agreed by the Danish warlord, Guthrum and the West Saxon king Alfred the Great in 886. The Anglo-Saxon Chronicle recorded that Alfred "refounded" London in 886. Archaeological research shows that this involved abandonment of Lundenwic and a revival of life and trade within the old Roman walls. London then grew slowly until about 950, after which activity increased dramatically.[77]
|
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+
|
33 |
+
By the 11th century, London was beyond all comparison the largest town in England. Westminster Abbey, rebuilt in the Romanesque style by King Edward the Confessor, was one of the grandest churches in Europe. Winchester had previously been the capital of Anglo-Saxon England, but from this time on, London became the main forum for foreign traders and the base for defence in time of war. In the view of Frank Stenton: "It had the resources, and it was rapidly developing the dignity and the political self-consciousness appropriate to a national capital."[78][79]
|
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+
|
35 |
+
After winning the Battle of Hastings, William, Duke of Normandy was crowned King of England in the newly completed Westminster Abbey on Christmas Day 1066.[80] William constructed the Tower of London, the first of the many Norman castles in England to be rebuilt in stone, in the southeastern corner of the city, to intimidate the native inhabitants.[81] In 1097, William II began the building of Westminster Hall, close by the abbey of the same name. The hall became the basis of a new Palace of Westminster.[82][83]
|
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+
|
37 |
+
In the 12th century, the institutions of central government, which had hitherto accompanied the royal English court as it moved around the country, grew in size and sophistication and became increasingly fixed in one place. For most purposes this was Westminster, although the royal treasury, having been moved from Winchester, came to rest in the Tower. While the City of Westminster developed into a true capital in governmental terms, its distinct neighbour, the City of London, remained England's largest city and principal commercial centre, and it flourished under its own unique administration, the Corporation of London. In 1100, its population was around 18,000; by 1300 it had grown to nearly 100,000.[84] Disaster struck in the form of the Black Death in the mid-14th century, when London lost nearly a third of its population.[85] London was the focus of the Peasants' Revolt in 1381.[86]
|
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+
|
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+
London was also a centre of England's Jewish population before their expulsion by Edward I in 1290. Violence against Jews took place in 1190, after it was rumoured that the new king had ordered their massacre after they had presented themselves at his coronation.[87] In 1264 during the Second Barons' War, Simon de Montfort's rebels killed 500 Jews while attempting to seize records of debts.[88]
|
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+
|
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+
During the Tudor period the Reformation produced a gradual shift to Protestantism, and much of London property passed from church to private ownership, which accelerated trade and business in the city.[89] In 1475, the Hanseatic League set up its main trading base (kontor) of England in London, called the Stalhof or Steelyard. It existed until 1853, when the Hanseatic cities of Lübeck, Bremen and Hamburg sold the property to South Eastern Railway.[90] Woollen cloth was shipped undyed and undressed from 14th/15th century London to the nearby shores of the Low Countries, where it was considered indispensable.[91]
|
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+
|
43 |
+
But the reach of English maritime enterprise hardly extended beyond the seas of north-west Europe. The commercial route to Italy and the Mediterranean Sea normally lay through Antwerp and over the Alps; any ships passing through the Strait of Gibraltar to or from England were likely to be Italian or Ragusan. Upon the re-opening of the Netherlands to English shipping in January 1565, there ensued a strong outburst of commercial activity.[92] The Royal Exchange was founded.[93] Mercantilism grew, and monopoly trading companies such as the East India Company were established, with trade expanding to the New World. London became the principal North Sea port, with migrants arriving from England and abroad. The population rose from an estimated 50,000 in 1530 to about 225,000 in 1605.[89]
|
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+
|
45 |
+
In the 16th century William Shakespeare and his contemporaries lived in London at a time of hostility to the development of the theatre. By the end of the Tudor period in 1603, London was still very compact. There was an assassination attempt on James I in Westminster, in the Gunpowder Plot on 5 November 1605.[94]
|
46 |
+
|
47 |
+
In 1637, the government of Charles I attempted to reform administration in the area of London. The plan called for the Corporation of the City to extend its jurisdiction and administration over expanding areas around the City. Fearing an attempt by the Crown to diminish the Liberties of London, a lack of interest in administering these additional areas, or concern by city guilds of having to share power, the Corporation refused. Later called "The Great Refusal", this decision largely continues to account for the unique governmental status of the City.[95]
|
48 |
+
|
49 |
+
In the English Civil War the majority of Londoners supported the Parliamentary cause. After an initial advance by the Royalists in 1642, culminating in the battles of Brentford and Turnham Green, London was surrounded by a defensive perimeter wall known as the Lines of Communication. The lines were built by up to 20,000 people, and were completed in under two months.[96]
|
50 |
+
The fortifications failed their only test when the New Model Army entered London in 1647,[97] and they were levelled by Parliament the same year.[98]
|
51 |
+
|
52 |
+
London was plagued by disease in the early 17th century,[99] culminating in the Great Plague of 1665–1666, which killed up to 100,000 people, or a fifth of the population.[100]
|
53 |
+
|
54 |
+
The Great Fire of London broke out in 1666 in Pudding Lane in the city and quickly swept through the wooden buildings.[101] Rebuilding took over ten years and was supervised by Robert Hooke[102][103][104] as Surveyor of London.[105] In 1708 Christopher Wren's masterpiece, St Paul's Cathedral was completed. During the Georgian era, new districts such as Mayfair were formed in the west; new bridges over the Thames encouraged development in South London. In the east, the Port of London expanded downstream. London's development as an international financial centre matured for much of the 1700s.
|
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+
|
56 |
+
In 1762, George III acquired Buckingham House and it was enlarged over the next 75 years. During the 18th century, London was dogged by crime, and the Bow Street Runners were established in 1750 as a professional police force.[106] In total, more than 200 offences were punishable by death,[107] including petty theft.[108] Most children born in the city died before reaching their third birthday.[109]
|
57 |
+
|
58 |
+
The coffeehouse became a popular place to debate ideas, with growing literacy and the development of the printing press making news widely available; and Fleet Street became the centre of the British press. Following the invasion of Amsterdam by Napoleonic armies, many financiers relocated to London, especially a large Jewish community, and the first London international issue[clarification needed] was arranged in 1817. Around the same time, the Royal Navy became the world leading war fleet, acting as a serious deterrent to potential economic adversaries of the United Kingdom. The repeal of the Corn Laws in 1846 was specifically aimed at weakening Dutch economic power. London then overtook Amsterdam as the leading international financial centre.[110] In 1888, London became home to a series of murders by a man known only as Jack the Ripper and It has since become one of the world's most famous unsolved mysteries.
|
59 |
+
|
60 |
+
According to Samuel Johnson:
|
61 |
+
|
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You find no man, at all intellectual, who is willing to leave London. No, Sir, when a man is tired of London, he is tired of life; for there is in London all that life can afford.
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London was the world's largest city from c.1831 to 1925,[112] with a population density of 325 people per hectare.[113] London's overcrowded conditions led to cholera epidemics,[114] claiming 14,000 lives in 1848, and 6,000 in 1866.[115] Rising traffic congestion led to the creation of the world's first local urban rail network. The Metropolitan Board of Works oversaw infrastructure expansion in the capital and some of the surrounding counties; it was abolished in 1889 when the London County Council was created out of those areas of the counties surrounding the capital.
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London was bombed by the Germans during the First World War,[116] and during the Second World War, the Blitz and other bombings by the German Luftwaffe killed over 30,000 Londoners, destroying large tracts of housing and other buildings across the city.[117]
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Immediately after the War, the 1948 Summer Olympics were held at the original Wembley Stadium, at a time when London was still recovering from the war.[118] From the 1940s onwards, London became home to many immigrants, primarily from Commonwealth countries such as Jamaica, India, Bangladesh and Pakistan,[119] making London one of the most diverse cities worldwide. In 1951, the Festival of Britain was held on the South Bank.[120] The Great Smog of 1952 led to the Clean Air Act 1956, which ended the "pea soup fogs" for which London had been notorious.[121]
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Primarily starting in the mid-1960s, London became a centre for the worldwide youth culture, exemplified by the Swinging London subculture[122] associated with the King's Road, Chelsea[123] and Carnaby Street.[124] The role of trendsetter was revived during the punk era.[125] In 1965 London's political boundaries were expanded to take into account the growth of the urban area and a new Greater London Council was created.[126] During The Troubles in Northern Ireland, London was subjected to bombing attacks by the Provisional Irish Republican Army[127] for two decades, starting with the Old Bailey bombing in 1973.[128][129] Racial inequality was highlighted by the 1981 Brixton riot.[130]
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Greater London's population declined steadily in the decades after the Second World War, from an estimated peak of 8.6 million in 1939 to around 6.8 million in the 1980s.[131] The principal ports for London moved downstream to Felixstowe and Tilbury, with the London Docklands area becoming a focus for regeneration, including the Canary Wharf development. This was borne out of London's ever-increasing role as a major international financial centre during the 1980s.[132] The Thames Barrier was completed in the 1980s to protect London against tidal surges from the North Sea.[133]
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The Greater London Council was abolished in 1986, which left London without a central administration until 2000 when London-wide government was restored, with the creation of the Greater London Authority.[134] To celebrate the start of the 21st century, the Millennium Dome, London Eye and Millennium Bridge were constructed.[135] On 6 July 2005 London was awarded the 2012 Summer Olympics, making London the first city to stage the Olympic Games three times.[136] On 7 July 2005, three London Underground trains and a double-decker bus were bombed in a series of terrorist attacks.[137]
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In 2008, Time named London alongside New York City and Hong Kong as Nylonkong, hailing it as the world's three most influential global cities.[138] In January 2015, Greater London's population was estimated to be 8.63 million, the highest level since 1939.[139] During the Brexit referendum in 2016, the UK as a whole decided to leave the European Union, but a majority of London constituencies voted to remain in the EU.[140]
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The administration of London is formed of two tiers: a citywide, strategic tier and a local tier. Citywide administration is coordinated by the Greater London Authority (GLA), while local administration is carried out by 33 smaller authorities.[141] The GLA consists of two elected components: the mayor of London, who has executive powers, and the London Assembly, which scrutinises the mayor's decisions and can accept or reject the mayor's budget proposals each year.
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The headquarters of the GLA is City Hall, Southwark. The mayor since 2016 has been Sadiq Khan, the first Muslim mayor of a major Western capital.[142][143] The mayor's statutory planning strategy is published as the London Plan, which was most recently revised in 2011.[144] The local authorities are the councils of the 32 London boroughs and the City of London Corporation.[145] They are responsible for most local services, such as local planning, schools, social services, local roads and refuse collection. Certain functions, such as waste management, are provided through joint arrangements. In 2009–2010 the combined revenue expenditure by London councils and the GLA amounted to just over £22 billion (£14.7 billion for the boroughs and £7.4 billion for the GLA).[146]
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The London Fire Brigade is the statutory fire and rescue service for Greater London. It is run by the London Fire and Emergency Planning Authority and is the third largest fire service in the world.[147] National Health Service ambulance services are provided by the London Ambulance Service (LAS) NHS Trust, the largest free-at-the-point-of-use emergency ambulance service in the world.[148] The London Air Ambulance charity operates in conjunction with the LAS where required. Her Majesty's Coastguard and the Royal National Lifeboat Institution operate on the River Thames,[149][150] which is under the jurisdiction of the Port of London Authority from Teddington Lock to the sea.[151]
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London is the seat of the Government of the United Kingdom. Many government departments, as well as the prime minister's residence at 10 Downing Street, are based close to the Palace of Westminster, particularly along Whitehall.[152] There are 73 members of Parliament (MPs) from London, elected from local parliamentary constituencies in the national Parliament. As of December 2019[update], 49 are from the Labour Party, 21 are Conservatives, and three are Liberal Democrat.[153] The ministerial post of minister for London was created in 1994. The current Minister for London is Paul Scully MP.[154]
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Policing in Greater London, with the exception of the City of London, is provided by the Metropolitan Police, overseen by the mayor through the Mayor's Office for Policing and Crime (MOPAC).[155][156] The City of London has its own police force – the City of London Police.[157] The British Transport Police are responsible for police services on National Rail, London Underground, Docklands Light Railway and Tramlink services.[158]
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A fourth police force in London, the Ministry of Defence Police, do not generally become involved with policing the general public.
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Crime rates vary widely by area, ranging from parts with serious issues to parts considered very safe. Today crime figures are made available nationally at Local Authority[159] and Ward level.[160] In 2015, there were 118 homicides, a 25.5% increase over 2014.[161] The Metropolitan Police have made detailed crime figures, broken down by category at borough and ward level, available on their website since 2000.[162]
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Recorded crime has been rising in London, notably violent crime and murder by stabbing and other means have risen. There have been 50 murders from the start of 2018 to mid April 2018. Funding cuts to police in London are likely to have contributed to this, though other factors are also involved.[163]
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London, also referred to as Greater London, is one of nine regions of England and the top-level subdivision covering most of the city's metropolis.[note 5] The small ancient City of London at its core once comprised the whole settlement, but as its urban area grew, the Corporation of London resisted attempts to amalgamate the city with its suburbs, causing "London" to be defined in a number of ways for different purposes.[164]
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Forty per cent of Greater London is covered by the London post town, within which 'LONDON' forms part of postal addresses.[165][166] The London telephone area code (020) covers a larger area, similar in size to Greater London, although some outer districts are excluded and some places just outside are included. The Greater London boundary has been aligned to the M25 motorway in places.[167]
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Outward urban expansion is now prevented by the Metropolitan Green Belt,[168] although the built-up area extends beyond the boundary in places, resulting in a separately defined Greater London Urban Area. Beyond this is the vast London commuter belt.[169] Greater London is split for some purposes into Inner London and Outer London.[170] The city is split by the River Thames into North and South, with an informal central London area in its interior. The coordinates of the nominal centre of London, traditionally considered to be the original Eleanor Cross at Charing Cross near the junction of Trafalgar Square and Whitehall, are about 51°30′26″N 00°07′39″W / 51.50722°N 0.12750°W / 51.50722; -0.12750.[171] However the geographical centre of London, on one definition, is in the London Borough of Lambeth, just 0.1 miles to the northeast of Lambeth North tube station.[172]
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Within London, both the City of London and the City of Westminster have city status and both the City of London and the remainder of Greater London are counties for the purposes of lieutenancies.[173] The area of Greater London includes areas that are part of the historic counties of Middlesex, Kent, Surrey, Essex and Hertfordshire.[174] London's status as the capital of England, and later the United Kingdom, has never been granted or confirmed officially—by statute or in written form.[note 6]
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Its position was formed through constitutional convention, making its status as de facto capital a part of the UK's uncodified constitution. The capital of England was moved to London from Winchester as the Palace of Westminster developed in the 12th and 13th centuries to become the permanent location of the royal court, and thus the political capital of the nation.[178] More recently, Greater London has been defined as a region of England and in this context is known as London.[13]
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Greater London encompasses a total area of 1,583 square kilometres (611 sq mi), an area which had a population of 7,172,036 in 2001 and a population density of 4,542 inhabitants per square kilometre (11,760/sq mi). The extended area known as the London Metropolitan Region or the London Metropolitan Agglomeration, comprises a total area of 8,382 square kilometres (3,236 sq mi) has a population of 13,709,000 and a population density of 1,510 inhabitants per square kilometre (3,900/sq mi).[179] Modern London stands on the Thames, its primary geographical feature, a navigable river which crosses the city from the south-west to the east. The Thames Valley is a floodplain surrounded by gently rolling hills including Parliament Hill, Addington Hills, and Primrose Hill. Historically London grew up at the lowest bridging point on the Thames. The Thames was once a much broader, shallower river with extensive marshlands; at high tide, its shores reached five times their present width.[180]
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Since the Victorian era the Thames has been extensively embanked, and many of its London tributaries now flow underground. The Thames is a tidal river, and London is vulnerable to flooding.[181] The threat has increased over time because of a slow but continuous rise in high water level by the slow 'tilting' of the British Isles (up in Scotland and Northern Ireland and down in southern parts of England, Wales and Ireland) caused by post-glacial rebound.[182][183]
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In 1974 a decade of work began on the construction of the Thames Barrier across the Thames at Woolwich to deal with this threat. While the barrier is expected to function as designed until roughly 2070, concepts for its future enlargement or redesign are already being discussed.[184]
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London has a temperate oceanic climate (Köppen: Cfb ) receiving less precipitation than Rome, Bordeaux, Lisbon, Naples, Sydney or New York City.[185][186][187][188][189][190] Rainfall records have been kept in the city since at least 1697, when records began at Kew. At Kew, the most rainfall in one month is 7.44 inches (189.0 mm) in November 1755 and the least is 0 inches (0.00 mm) in both December 1788 and July 1800. Mile End also had 0 inches (0.00 mm) in April 1893. [191] The wettest year on record is 1903, with a total fall of 38.17 inches (969.4 mm) and the driest is 1921, with a total fall of 12.14 inches (308.3 mm).[192]
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Temperature extremes in London range from 38.1 °C (100.6 °F) at Kew during August 2003[193] down to −21.1 °C (−6.0 °F).[194] However, an unofficial reading of −24 °C (−11 °F) was reported on 3 January 1740.[195] Conversely, the highest unofficial temperature ever known to be recorded in the United Kingdom occurred in London in the 1808 heat wave. The temperature was recorded at 105 °F (40.6 °C) on 13 July. It is thought that this temperature, if accurate, is one of the highest temperatures of the millennium in the United Kingdom. It is thought that only days in 1513 and 1707 could have beaten this.[196] Since records began in London (first at Greenwich in 1841[197]), the warmest month on record is July 1868, with a mean temperature of 22.5 °C (72.5 °F) at Greenwich whereas the coldest month is December 2010, with a mean temperature of −6.7 °C (19.9 °F) at Northolt.[198] Records for atmospheric pressure have been kept at London since 1692. The highest pressure ever reported is 1,050 millibars (31 inHg) on 20 January 2020, and the lowest is 945.8 millibars (27.93 inHg) on 25 December 1821.[199][200]
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Summers are generally warm, sometimes hot. London's average July high is 24 °C (74 °F). On average each year, London experiences 31 days above 25 °C (77.0 °F) and 4.2 days above 30.0 °C (86.0 °F) every year. During the 2003 European heat wave there were 14 consecutive days above 30 °C (86.0 °F) and 2 consecutive days when temperatures reached 38 °C (100 °F), leading to hundreds of heat-related deaths.[201] There was also a previous spell of 15 consecutive days above 32.2 °C (90.0 °F) in 1976 which also caused many heat related deaths.[202] The previous record high was 38 °C (100 °F) in August 1911 at the Greenwich station.[197] Droughts can also, occasionally, be a problem, especially in summer. Most recently in Summer 2018[203] and with much drier than average conditions prevailing from May to December.[204] However, the most consecutive days without rain was 73 days in the spring of 1893.[205]
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Winters are generally cool with little temperature variation. Heavy snow is rare but snow usually happens at least once each winter. Spring and autumn can be pleasant. As a large city, London has a considerable urban heat island effect,[206] making the centre of London at times 5 °C (9 °F) warmer than the suburbs and outskirts. This can be seen below when comparing London Heathrow, 15 miles (24 km) west of London, with the London Weather Centre.[207]
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Although London and the British Isles have a reputation of frequent rainfall, London's average of 602 millimetres (23.7 in) of precipitation annually actually makes it drier than the global average.[208][better source needed] The absence of heavy winter rainfall leads to many climates around the Mediterranean having more annual precipitation than London.
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London's vast urban area is often described using a set of district names, such as Mayfair, Southwark, Wembley and Whitechapel. These are either informal designations, reflect the names of villages that have been absorbed by sprawl, or are superseded administrative units such as parishes or former boroughs.
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Such names have remained in use through tradition, each referring to a local area with its own distinctive character, but without official boundaries. Since 1965 Greater London has been divided into 32 London boroughs in addition to the ancient City of London.[215][216] The City of London is the main financial district,[217] and Canary Wharf has recently developed into a new financial and commercial hub in the Docklands to the east.
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The West End is London's main entertainment and shopping district, attracting tourists.[218] West London includes expensive residential areas where properties can sell for tens of millions of pounds.[219] The average price for properties in Kensington and Chelsea is over £2 million with a similarly high outlay in most of central London.[220][221]
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The East End is the area closest to the original Port of London, known for its high immigrant population, as well as for being one of the poorest areas in London.[222] The surrounding East London area saw much of London's early industrial development; now, brownfield sites throughout the area are being redeveloped as part of the Thames Gateway including the London Riverside and Lower Lea Valley, which was developed into the Olympic Park for the 2012 Olympics and Paralympics.[222]
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London's buildings are too diverse to be characterised by any particular architectural style, partly because of their varying ages. Many grand houses and public buildings, such as the National Gallery, are constructed from Portland stone. Some areas of the city, particularly those just west of the centre, are characterised by white stucco or whitewashed buildings. Few structures in central London pre-date the Great Fire of 1666, these being a few trace Roman remains, the Tower of London and a few scattered Tudor survivors in the City. Further out is, for example, the Tudor-period Hampton Court Palace, England's oldest surviving Tudor palace, built by Cardinal Thomas Wolsey c.1515.[223]
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Part of the varied architectural heritage are the 17th-century churches by Wren, neoclassical financial institutions such as the Royal Exchange and the Bank of England, to the early 20th century Old Bailey and the 1960s Barbican Estate.
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The disused – but soon to be rejuvenated – 1939 Battersea Power Station by the river in the south-west is a local landmark, while some railway termini are excellent examples of Victorian architecture, most notably St. Pancras and Paddington.[224] The density of London varies, with high employment density in the central area and Canary Wharf, high residential densities in inner London, and lower densities in Outer London.
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The Monument in the City of London provides views of the surrounding area while commemorating the Great Fire of London, which originated nearby. Marble Arch and Wellington Arch, at the north and south ends of Park Lane, respectively, have royal connections, as do the Albert Memorial and Royal Albert Hall in Kensington. Nelson's Column is a nationally recognised monument in Trafalgar Square, one of the focal points of central London. Older buildings are mainly brick built, most commonly the yellow London stock brick or a warm orange-red variety, often decorated with carvings and white plaster mouldings.[225]
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In the dense areas, most of the concentration is via medium- and high-rise buildings. London's skyscrapers, such as 30 St Mary Axe, Tower 42, the Broadgate Tower and One Canada Square, are mostly in the two financial districts, the City of London and Canary Wharf. High-rise development is restricted at certain sites if it would obstruct protected views of St Paul's Cathedral and other historic buildings. Nevertheless, there are a number of tall skyscrapers in central London (see Tall buildings in London), including the 95-storey Shard London Bridge, the tallest building in the United Kingdom.
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Other notable modern buildings include City Hall in Southwark with its distinctive oval shape,[226] the Art Deco BBC Broadcasting House plus the Postmodernist British Library in Somers Town/Kings Cross and No 1 Poultry by James Stirling. What was formerly the Millennium Dome, by the Thames to the east of Canary Wharf, is now an entertainment venue called the O2 Arena.
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The London Natural History Society suggest that London is "one of the World's Greenest Cities" with more than 40 per cent green space or open water. They indicate that 2000 species of flowering plant have been found growing there and that the tidal Thames supports 120 species of fish.[227] They also state that over 60 species of bird nest in central London and that their members have recorded 47 species of butterfly, 1173 moths and more than 270 kinds of spider around London. London's wetland areas support nationally important populations of many water birds. London has 38 Sites of Special Scientific Interest (SSSIs), two national nature reserves and 76 local nature reserves.[228]
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Amphibians are common in the capital, including smooth newts living by the Tate Modern, and common frogs, common toads, palmate newts and great crested newts. On the other hand, native reptiles such as slowworms, common lizards, barred grass snakes and adders, are mostly only seen in Outer London.[229]
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Among other inhabitants of London are 10,000 red foxes, so that there are now 16 foxes for every square mile (2.6 square kilometres) of London. These urban foxes are noticeably bolder than their country cousins, sharing the pavement with pedestrians and raising cubs in people's backyards. Foxes have even sneaked into the Houses of Parliament, where one was found asleep on a filing cabinet. Another broke into the grounds of Buckingham Palace, reportedly killing some of Queen Elizabeth II's prized pink flamingos. Generally, however, foxes and city folk appear to get along. A survey in 2001 by the London-based Mammal Society found that 80 per cent of 3,779 respondents who volunteered to keep a diary of garden mammal visits liked having them around. This sample cannot be taken to represent Londoners as a whole.[230][231]
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Other mammals found in Greater London are hedgehog, brown rat, mice, rabbit, shrew, vole, and grey squirrel.[232] In wilder areas of Outer London, such as Epping Forest, a wide variety of mammals are found, including European hare, badger, field, bank and water vole, wood mouse, yellow-necked mouse, mole, shrew, and weasel, in addition to red fox, grey squirrel and hedgehog. A dead otter was found at The Highway, in Wapping, about a mile from the Tower Bridge, which would suggest that they have begun to move back after being absent a hundred years from the city.[233] Ten of England's eighteen species of bats have been recorded in Epping Forest: soprano, Nathusius' and common pipistrelles, common noctule, serotine, barbastelle, Daubenton's, brown long-eared, Natterer's and Leisler's.[234]
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Among the strange sights seen in London have been a whale in the Thames,[235] while the BBC Two programme "Natural World: Unnatural History of London" shows feral pigeons using the London Underground to get around the city, a seal that takes fish from fishmongers outside Billingsgate Fish Market, and foxes that will "sit" if given sausages.[236]
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Herds of red and fallow deer also roam freely within much of Richmond and Bushy Park. A cull takes place each November and February to ensure numbers can be sustained.[237] Epping Forest is also known for its fallow deer, which can frequently be seen in herds to the north of the Forest. A rare population of melanistic, black fallow deer is also maintained at the Deer Sanctuary near Theydon Bois. Muntjac deer, which escaped from deer parks at the turn of the twentieth century, are also found in the forest. While Londoners are accustomed to wildlife such as birds and foxes sharing the city, more recently urban deer have started becoming a regular feature, and whole herds of fallow deer come into residential areas at night to take advantage of London's green spaces.[238][239]
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The 2011 census recorded that 2,998,264 people or 36.7% of London's population are foreign-born making London the city with the second largest immigrant population, behind New York City, in terms of absolute numbers. About 69% of children born in London in 2015 had at least one parent who was born abroad.[241] The table to the right shows the most common countries of birth of London residents. Note that some of the German-born population, in 18th position, are British citizens from birth born to parents serving in the British Armed Forces in Germany.[242]
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With increasing industrialisation, London's population grew rapidly throughout the 19th and early 20th centuries, and it was for some time in the late 19th and early 20th centuries the most populous city in the world. Its population peaked at 8,615,245 in 1939 immediately before the outbreak of the Second World War, but had declined to 7,192,091 at the 2001 Census. However, the population then grew by just over a million between the 2001 and 2011 Censuses, to reach 8,173,941 in the latter enumeration.[243]
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However, London's continuous urban area extends beyond the borders of Greater London and was home to 9,787,426 people in 2011,[55] while its wider metropolitan area has a population of between 12 and 14 million depending on the definition used.[244][245] According to Eurostat, London is the most populous city and metropolitan area of the European Union and the second most populous in Europe. During the period 1991–2001 a net 726,000 immigrants arrived in London.[246]
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The region covers an area of 1,579 square kilometres (610 sq mi). The population density is 5,177 inhabitants per square kilometre (13,410/sq mi),[247] more than ten times that of any other British region.[248] In terms of population, London is the 19th largest city and the 18th largest metropolitan region.[249][250]
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Children (aged younger than 14 years) constitute 21 percent of the population in Outer London, and 28 percent in Inner London; the age group aged between 15 and 24 years is 12 percent in both Outer and Inner London; those aged between 25 and 44 years are 31 percent in Outer London and 40 percent in Inner London; those aged between 45 and 64 years form 26 percent and 21 percent in Outer and Inner London respectively; while in Outer London those aged 65 and older are 13 percent, though in Inner London just 9 percent.[251]
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The median age of London in 2017 is 36.5 years old.[252]
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According to the Office for National Statistics, based on the 2011 Census estimates, 59.8 per cent of the 8,173,941 inhabitants of London were White, with 44.9 per cent White British, 2.2 per cent White Irish, 0.1 per cent gypsy/Irish traveller and 12.1 per cent classified as Other White.[253]
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20.9 per cent of Londoners are of Asian and mixed-Asian descent. 19.7 per cent are of full Asian descent, with those of mixed-Asian heritage comprising 1.2 of the population. Indians account for 6.6 per cent of the population, followed by Pakistanis and Bangladeshis at 2.7 per cent each. Chinese peoples account for 1.5 per cent of the population, with Arabs comprising 1.3 per cent. A further 4.9 per cent are classified as "Other Asian".[253]
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15.6 per cent of London's population are of Black and mixed-Black descent. 13.3 per cent are of full Black descent, with those of mixed-Black heritage comprising 2.3 per cent. Black Africans account for 7.0 per cent of London's population, with 4.2 per cent as Black Caribbean and 2.1 per cent as "Other Black". 5.0 per cent are of mixed race.[253]
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Across London, Black and Asian children outnumber White British children by about six to four in state schools.[254] Altogether at the 2011 census, of London's 1,624,768 population aged 0 to 15, 46.4 per cent were White, 19.8 per cent were Asian, 19 per cent were Black, 10.8 per cent were Mixed and 4 per cent represented another ethnic group.[255] In January 2005, a survey of London's ethnic and religious diversity claimed that there were more than 300 languages spoken in London and more than 50 non-indigenous communities with a population of more than 10,000.[256] Figures from the Office for National Statistics show that, in 2010[update], London's foreign-born population was 2,650,000 (33 per cent), up from 1,630,000 in 1997.
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The 2011 census showed that 36.7 per cent of Greater London's population were born outside the UK.[257] A portion of the German-born population are likely to be British nationals born to parents serving in the British Armed Forces in Germany.[258] Estimates produced by the Office for National Statistics indicate that the five largest foreign-born groups living in London in the period July 2009 to June 2010 were those born in India, Poland, the Republic of Ireland, Bangladesh and Nigeria.[259]
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According to the 2011 Census, the largest religious groupings are Christians (48.4 per cent), followed by those of no religion (20.7 per cent), Muslims (12.4 per cent), no response (8.5 per cent), Hindus (5.0 per cent), Jews (1.8 per cent), Sikhs (1.5 per cent), Buddhists (1.0 per cent) and other (0.6 per cent).
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London has traditionally been Christian, and has a large number of churches, particularly in the City of London. The well-known St Paul's Cathedral in the City and Southwark Cathedral south of the river are Anglican administrative centres,[261] while the Archbishop of Canterbury, principal bishop of the Church of England and worldwide Anglican Communion, has his main residence at Lambeth Palace in the London Borough of Lambeth.[262]
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Important national and royal ceremonies are shared between St Paul's and Westminster Abbey.[263] The Abbey is not to be confused with nearby Westminster Cathedral, which is the largest Roman Catholic cathedral in England and Wales.[264] Despite the prevalence of Anglican churches, observance is very low within the Anglican denomination. Church attendance continues on a long, slow, steady decline, according to Church of England statistics.[265]
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London is also home to sizeable Muslim, Hindu, Sikh, and Jewish communities.
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Notable mosques include the East London Mosque in Tower Hamlets, which is allowed to give the Islamic call to prayer through loudspeakers, the London Central Mosque on the edge of Regent's Park[266] and the Baitul Futuh of the Ahmadiyya Muslim Community. Following the oil boom, increasing numbers of wealthy Middle-Eastern Arab Muslims have based themselves around Mayfair, Kensington, and Knightsbridge in West London.[267][268][269] There are large Bengali Muslim communities in the eastern boroughs of Tower Hamlets and Newham.[270]
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Large Hindu communities are in the north-western boroughs of Harrow and Brent, the latter of which hosts what was, until 2006,[271] Europe's largest Hindu temple, Neasden Temple.[272] London is also home to 44 Hindu temples, including the BAPS Shri Swaminarayan Mandir London. There are Sikh communities in East and West London, particularly in Southall, home to one of the largest Sikh populations and the largest Sikh temple outside India.[273]
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The majority of British Jews live in London, with significant Jewish communities in Stamford Hill, Stanmore, Golders Green, Finchley, Hampstead, Hendon and Edgware in North London. Bevis Marks Synagogue in the City of London is affiliated to London's historic Sephardic Jewish community. It is the only synagogue in Europe which has held regular services continuously for over 300 years. Stanmore and Canons Park Synagogue has the largest membership of any single Orthodox synagogue in the whole of Europe, overtaking Ilford synagogue (also in London) in 1998.[274] The community set up the London Jewish Forum in 2006 in response to the growing significance of devolved London Government.[275]
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The accent of a 21st-century Londoner varies widely; what is becoming more and more common amongst the under-30s however is some fusion of Cockney with a whole array of ethnic accents, in particular Caribbean, which help to form an accent labelled Multicultural London English (MLE).[276] The other widely heard and spoken accent is RP (Received Pronunciation) in various forms, which can often be heard in the media and many of other traditional professions and beyond, although this accent is not limited to London and South East England, and can also be heard selectively throughout the whole UK amongst certain social groupings. Since the turn of the century the Cockney dialect is less common in the East End and has 'migrated' east to Havering and the county of Essex.[277][278]
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London's gross regional product in 2018 was almost £500 billion, around a quarter of UK GDP.[280] London has five major business districts: the City, Westminster, Canary Wharf, Camden & Islington and Lambeth & Southwark. One way to get an idea of their relative importance is to look at relative amounts of office space: Greater London had 27 million m2 of office space in 2001, and the City contains the most space, with 8 million m2 of office space. London has some of the highest real estate prices in the world.[281][282] London is the world's most expensive office market for the last three years according to world property journal (2015) report.[283] As of 2015[update] the residential property in London is worth $2.2 trillion – same value as that of Brazil's annual GDP.[284] The city has the highest property prices of any European city according to the Office for National Statistics and the European Office of Statistics.[285] On average the price per square metre in central London is €24,252 (April 2014). This is higher than the property prices in other G8 European capital cities; Berlin €3,306, Rome €6,188 and Paris €11,229.[286]
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London's finance industry is based in the City of London and Canary Wharf, the two major business districts in London. London is one of the pre-eminent financial centres of the world as the most important location for international finance.[287][288] London took over as a major financial centre shortly after 1795 when the Dutch Republic collapsed before the Napoleonic armies. For many bankers established in Amsterdam (e.g. Hope, Baring), this was only time to move to London. The London financial elite was strengthened by a strong Jewish community from all over Europe capable of mastering the most sophisticated financial tools of the time.[110] This unique concentration of talents accelerated the transition from the Commercial Revolution to the Industrial Revolution. By the end of the 19th century, Britain was the wealthiest of all nations, and London a leading financial centre. Still, as of 2016[update] London tops the world rankings on the Global Financial Centres Index (GFCI),[289] and it ranked second in A.T. Kearney's 2018 Global Cities Index.[290]
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London's largest industry is finance, and its financial exports make it a large contributor to the UK's balance of payments. Around 325,000 people were employed in financial services in London until mid-2007. London has over 480 overseas banks, more than any other city in the world. It is also the world's biggest currency trading centre, accounting for some 37 per cent of the $5.1 trillion average daily volume, according to the BIS.[291] Over 85 per cent (3.2 million) of the employed population of greater London works in the services industries. Because of its prominent global role, London's economy had been affected by the financial crisis of 2007–2008. However, by 2010 the City has recovered; put in place new regulatory powers, proceeded to regain lost ground and re-established London's economic dominance.[292] Along with professional services headquarters, the City of London is home to the Bank of England, London Stock Exchange, and Lloyd's of London insurance market.
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Over half of the UK's top 100 listed companies (the FTSE 100) and over 100 of Europe's 500 largest companies have their headquarters in central London. Over 70 per cent of the FTSE 100 are within London's metropolitan area, and 75 per cent of Fortune 500 companies have offices in London.[293]
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Media companies are concentrated in London and the media distribution industry is London's second most competitive sector.[294] The BBC is a significant employer, while other broadcasters also have headquarters around the City. Many national newspapers are edited in London. London is a major retail centre and in 2010 had the highest non-food retail sales of any city in the world, with a total spend of around £64.2 billion.[295] The Port of London is the second-largest in the United Kingdom, handling 45 million tonnes of cargo each year.[296]
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A growing number of technology companies are based in London notably in East London Tech City, also known as Silicon Roundabout. In April 2014, the city was among the first to receive a geoTLD.[297] In February 2014 London was ranked as the European City of the Future[298] in the 2014/15 list by FDi Magazine.[299]
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The gas and electricity distribution networks that manage and operate the towers, cables and pressure systems that deliver energy to consumers across the city are managed by National Grid plc, SGN[300] and UK Power Networks.[301]
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London is one of the leading tourist destinations in the world and in 2015 was ranked as the most visited city in the world with over 65 million visits.[302][303] It is also the top city in the world by visitor cross-border spending, estimated at US$20.23 billion in 2015.[304] Tourism is one of London's prime industries, employing the equivalent of 350,000 full-time workers in 2003,[305] and the city accounts for 54% of all inbound visitor spending in the UK.[306] As of 2016[update] London was the world top city destination as ranked by TripAdvisor users.[307]
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In 2015 the top most-visited attractions in the UK were all in London. The top 10 most visited attractions were: (with visits per venue)[308]
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The number of hotel rooms in London in 2015 stood at 138,769, and is expected to grow over the years.[309]
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Transport is one of the four main areas of policy administered by the Mayor of London,[311] however the mayor's financial control does not extend to the longer distance rail network that enters London. In 2007 he assumed responsibility for some local lines, which now form the London Overground network, adding to the existing responsibility for the London Underground, trams and buses. The public transport network is administered by Transport for London (TfL).
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The lines that formed the London Underground, as well as trams and buses, became part of an integrated transport system in 1933 when the London Passenger Transport Board or London Transport was created. Transport for London is now the statutory corporation responsible for most aspects of the transport system in Greater London, and is run by a board and a commissioner appointed by the Mayor of London.[312]
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London is a major international air transport hub with the busiest city airspace in the world. Eight airports use the word London in their name, but most traffic passes through six of these. Additionally, various other airports also serve London, catering primarily to general aviation flights.
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The London Underground, commonly referred to as the Tube, is the oldest[328] and third longest[329] metro system in the world. The system serves 270 stations[330] and was formed from several private companies, including the world's first underground electric line, the City and South London Railway.[331] It dates from 1863.[332]
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Over four million journeys are made every day on the Underground network, over 1 billion each year.[333] An investment programme is attempting to reduce congestion and improve reliability, including £6.5 billion (€7.7 billion) spent before the 2012 Summer Olympics.[334] The Docklands Light Railway (DLR), which opened in 1987, is a second, more local metro system using smaller and lighter tram-type vehicles that serve the Docklands, Greenwich and Lewisham.
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There are more than 360 railway stations in the London Travelcard Zones on an extensive above-ground suburban railway network. South London, particularly, has a high concentration of railways as it has fewer Underground lines. Most rail lines terminate around the centre of London, running into eighteen terminal stations, with the exception of the Thameslink trains connecting Bedford in the north and Brighton in the south via Luton and Gatwick airports.[335] London has Britain's busiest station by number of passengers – Waterloo, with over 184 million people using the interchange station complex (which includes Waterloo East station) each year.[336][337] Clapham Junction is the busiest station in Europe by the number of trains passing.
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With the need for more rail capacity in London, Crossrail is expected to open in 2021.[338] It will be a new railway line running east to west through London and into the Home Counties with a branch to Heathrow Airport.[339] It is Europe's biggest construction project, with a £15 billion projected cost.[340][341]
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London is the centre of the National Rail network, with 70 per cent of rail journeys starting or ending in London.[342] Like suburban rail services, regional and inter-city trains depart from several termini around the city centre, linking London with the rest of Britain including Birmingham, Brighton, Bristol, Cambridge, Cardiff, Chester, Derby, Holyhead (for Dublin), Edinburgh, Exeter, Glasgow, Leeds, Liverpool, Nottingham, Manchester, Newcastle upon Tyne, Norwich, Reading, Sheffield, York.
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Some international railway services to Continental Europe were operated during the 20th century as boat trains, such as the Admiraal de Ruijter to Amsterdam and the Night Ferry to Paris and Brussels. The opening of the Channel Tunnel in 1994 connected London directly to the continental rail network, allowing Eurostar services to begin. Since 2007, high-speed trains link St. Pancras International with Lille, Calais, Paris, Disneyland Paris, Brussels, Amsterdam and other European tourist destinations via the High Speed 1 rail link and the Channel Tunnel.[343] The first high-speed domestic trains started in June 2009 linking Kent to London.[344] There are plans for a second high speed line linking London to the Midlands, North West England, and Yorkshire.
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Although rail freight levels are far down compared to their height, significant quantities of cargo are also carried into and out of London by rail; chiefly building materials and landfill waste.[345] As a major hub of the British railway network, London's tracks also carry large amounts of freight for the other regions, such as container freight from the Channel Tunnel and English Channel ports, and nuclear waste for reprocessing at Sellafield.[345]
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London's bus network runs 24 hours a day, with about 8,500 buses, more than 700 bus routes and around 19,500 bus stops.[346][better source needed] In 2013, the network had more than 2 billion commuter trips per year, more than the Underground.[346][better source needed] Around £850 million is taken in revenue each year.[citation needed] London has the largest wheelchair-accessible network in the world[347] and, from the third quarter of 2007, became more accessible to hearing and visually impaired passengers as audio-visual announcements were introduced.[citation needed]
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London has a modern tram network, known as Tramlink, centred on Croydon in South London. The network has 39 stops and four routes, and carried 28 million people in 2013.[348][better source needed] Since June 2008, Transport for London has completely owned Tramlink.[349][better source needed]
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London's first only cable car is the Emirates Air Line, which opened in June 2012. The cable car crosses the River Thames, and links Greenwich Peninsula and the Royal Docks in the east of the city. It is integrated with London's Oyster Card ticketing system, although special fares are charged.[citation needed] It cost £60 million to build and carries more than 3,500 passengers every day. Similar to the Santander Cycles bike hire scheme, the cable car is sponsored in a 10-year deal by the airline Emirates.
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In the Greater London Area, around 650,000 people use a bike everyday.[350][better source needed] But out of a total population of
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around 8.8 million,[351] this means that just around 7% of Greater London's population use a bike on an average day.[352] This relatively low percentage of bicycle users may be due to the poor investments for cycling in London of about £110 million per year,[353] equating to around £12 per person, which can be compared to £22 in the Netherlands.[354]
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Cycling has become an increasingly popular way to get around London.[citation needed] The launch of a cycle hire scheme in July 2010 was successful and generally well received.[citation needed]
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The Port of London, once the largest in the world, is now only the second-largest in the United Kingdom, handling 45 million tonnes of cargo each year as of 2009.[296] Most of this cargo passes through the Port of Tilbury, outside the boundary of Greater London.[296]
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London has river boat services on the Thames known as Thames Clippers, which offers both commuter and tourist boat services.[355] These run every 20 minutes between Embankment Pier and North Greenwich Pier.[citation needed] The Woolwich Ferry, with 2.5 million passengers every year,[356] is a frequent service linking the North and South Circular Roads.
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Although the majority of journeys in central London are made by public transport, car travel is common in the suburbs. The inner ring road (around the city centre), the North and South Circular roads (just within the suburbs), and the outer orbital motorway (the M25, just outside the built-up area in most places) encircle the city and are intersected by a number of busy radial routes—but very few motorways penetrate into inner London. A plan for a comprehensive network of motorways throughout the city (the Ringways Plan) was prepared in the 1960s but was mostly cancelled in the early 1970s.[357] The M25 is the second-longest ring-road motorway in Europe at 117 mi (188 km) long.[358] The A1 and M1 connect London to Leeds, and Newcastle and Edinburgh.
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London is notorious for its traffic congestion; in 2009, the average speed of a car in the rush hour was recorded at 10.6 mph (17.1 km/h).[359]
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In 2003, a congestion charge was introduced to reduce traffic volumes in the city centre. With a few exceptions, motorists are required to pay to drive within a defined zone encompassing much of central London.[360] Motorists who are residents of the defined zone can buy a greatly reduced season pass.[361][362] The London government initially expected the Congestion Charge Zone to increase daily peak period Underground and bus users, reduce road traffic, increase traffic speeds, and reduce queues;[363] however, the increase in private for hire vehicles has affected these expectations. Over the course of several years, the average number of cars entering the centre of London on a weekday was reduced from 195,000 to 125,000 cars – a 35-per-cent reduction of vehicles driven per day.[364][365]
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London is a major global centre of higher education teaching and research and has the largest concentration of higher education institutes in Europe.[47] According to the QS World University Rankings 2015/16, London has the greatest concentration of top class universities in the world[366][367] and its international student population of around 110,000 is larger than any other city in the world.[368] A 2014 PricewaterhouseCoopers report termed London the global capital of higher education.[369]
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A number of world-leading education institutions are based in London. In the 2014/15 QS World University Rankings, Imperial College London is ranked joint-second in the world, University College London (UCL) is ranked fifth, and King's College London (KCL) is ranked 16th.[370][needs update] The London School of Economics has been described as the world's leading social science institution for both teaching and research.[371] The London Business School is considered one of the world's leading business schools and in 2015 its MBA programme was ranked second-best in the world by the Financial Times.[372] The city is also home to three of the world’s top ten performing arts schools (as ranked by the 2020 QS World University Rankings[373]): the Royal College of Music (ranking 2nd in the world), the Royal Academy of Music (ranking 4th) and the Guildhall School of Music and Drama (ranking 6th).
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With 178,735 students in London[374] and around 48,000 in University of London Worldwide[375], the federal University of London is the largest contact teaching university in the UK.[376] It includes five multi-faculty universities – City, King's College London, Queen Mary, Royal Holloway and UCL – and a number of smaller and more specialised institutions including Birkbeck, the Courtauld Institute of Art, Goldsmiths, the London Business School, the London School of Economics, the London School of Hygiene & Tropical Medicine, the Royal Academy of Music, the Central School of Speech and Drama, the Royal Veterinary College and the School of Oriental and African Studies.[377] Members of the University of London have their own admissions procedures, and most award their own degrees.
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A number of universities in London are outside the University of London system, including Brunel University, Imperial College London[note 7], Kingston University, London Metropolitan University,[378] University of East London, University of West London, University of Westminster, London South Bank University, Middlesex University, and University of the Arts London (the largest university of art, design, fashion, communication and the performing arts in Europe).[379] In addition there are three international universities in London – Regent's University London, Richmond, The American International University in London and Schiller International University.
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London is home to five major medical schools – Barts and The London School of Medicine and Dentistry (part of Queen Mary), King's College London School of Medicine (the largest medical school in Europe), Imperial College School of Medicine, UCL Medical School and St George's, University of London – and has many affiliated teaching hospitals. It is also a major centre for biomedical research, and three of the UK's eight academic health science centres are based in the city – Imperial College Healthcare, King's Health Partners and UCL Partners (the largest such centre in Europe).[380] Additionally, many biomedical and biotechnology spin out companies from these research institutions are based around the city, most prominently in White City.
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There are a number of business schools in London, including the London School of Business and Finance, Cass Business School (part of City University London), Hult International Business School, ESCP Europe, European Business School London, Imperial College Business School, the London Business School and the UCL School of Management. London is also home to many specialist arts education institutions, including the Academy of Live and Recorded Arts, Central School of Ballet, LAMDA, London College of Contemporary Arts (LCCA), London Contemporary Dance School, National Centre for Circus Arts, RADA, Rambert School of Ballet and Contemporary Dance, the Royal College of Art and Trinity Laban.
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The majority of primary and secondary schools and further-education colleges in London are controlled by the London boroughs or otherwise state-funded; leading examples include Ashbourne College, Bethnal Green Academy, Brampton Manor Academy, City and Islington College, City of Westminster College, David Game College, Ealing, Hammersmith and West London College, Leyton Sixth Form College, London Academy of Excellence, Tower Hamlets College, and Newham Collegiate Sixth Form Centre. There are also a number of private schools and colleges in London, some old and famous, such as City of London School, Harrow, St Paul's School, Haberdashers' Aske's Boys' School, University College School, The John Lyon School, Highgate School and Westminster School.
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Leisure is a major part of the London economy, with a 2003 report attributing a quarter of the entire UK leisure economy to London[381] at 25.6 events per 1000 people.[382] Globally the city is amongst the big four fashion capitals of the world, and according to official statistics, London is the world's third-busiest film production centre, presents more live comedy than any other city,[383] and has the biggest theatre audience of any city in the world.[384]
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Within the City of Westminster in London, the entertainment district of the West End has its focus around Leicester Square, where London and world film premieres are held, and Piccadilly Circus, with its giant electronic advertisements.[385] London's theatre district is here, as are many cinemas, bars, clubs, and restaurants, including the city's Chinatown district (in Soho), and just to the east is Covent Garden, an area housing speciality shops. The city is the home of Andrew Lloyd Webber, whose musicals have dominated the West End theatre since the late 20th century.[386] The United Kingdom's Royal Ballet, English National Ballet, Royal Opera, and English National Opera are based in London and perform at the Royal Opera House, the London Coliseum, Sadler's Wells Theatre, and the Royal Albert Hall, as well as touring the country.[387]
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Islington's 1 mile (1.6 km) long Upper Street, extending northwards from Angel, has more bars and restaurants than any other street in the United Kingdom.[388] Europe's busiest shopping area is Oxford Street, a shopping street nearly 1 mile (1.6 km) long, making it the longest shopping street in the UK. Oxford Street is home to vast numbers of retailers and department stores, including the world-famous Selfridges flagship store.[389] Knightsbridge, home to the equally renowned Harrods department store, lies to the south-west.
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London is home to designers Vivienne Westwood, Galliano, Stella McCartney, Manolo Blahnik, and Jimmy Choo, among others; its renowned art and fashion schools make it an international centre of fashion alongside Paris, Milan, and New York City. London offers a great variety of cuisine as a result of its ethnically diverse population. Gastronomic centres include the Bangladeshi restaurants of Brick Lane and the Chinese restaurants of Chinatown.[390]
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There is a variety of annual events, beginning with the relatively new New Year's Day Parade, a fireworks display at the London Eye; the world's second largest street party, the Notting Hill Carnival, is held on the late August Bank Holiday each year. Traditional parades include November's Lord Mayor's Show, a centuries-old event celebrating the annual appointment of a new Lord Mayor of the City of London with a procession along the streets of the City, and June's Trooping the Colour, a formal military pageant performed by regiments of the Commonwealth and British armies to celebrate the Queen's Official Birthday.[391] The Boishakhi Mela is a Bengali New Year festival celebrated by the British Bangladeshi community. It is the largest open-air Asian festival in Europe. After the Notting Hill Carnival, it is the second-largest street festival in the United Kingdom attracting over 80,000 visitors from across the country.[392]
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London has been the setting for many works of literature. The pilgrims in Geoffrey Chaucer's late 14th-century Canterbury Tales set out for Canterbury from London – specifically, from the Tabard inn, Southwark. William Shakespeare spent a large part of his life living and working in London; his contemporary Ben Jonson was also based there, and some of his work, most notably his play The Alchemist, was set in the city.[393] A Journal of the Plague Year (1722) by Daniel Defoe is a fictionalisation of the events of the 1665 Great Plague.[393]
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The literary centres of London have traditionally been hilly Hampstead and (since the early 20th century) Bloomsbury. Writers closely associated with the city are the diarist Samuel Pepys, noted for his eyewitness account of the Great Fire; Charles Dickens, whose representation of a foggy, snowy, grimy London of street sweepers and pickpockets has been a major influence on people's vision of early Victorian London; and Virginia Woolf, regarded as one of the foremost modernist literary figures of the 20th century.[393] Later important depictions of London from the 19th and early 20th centuries are Dickens' novels, and Arthur Conan Doyle's Sherlock Holmes stories.[393] Also of significance is Letitia Elizabeth Landon's Calendar of the London Seasons (1834). Modern writers pervasively influenced by the city include Peter Ackroyd, author of a "biography" of London, and Iain Sinclair, who writes in the genre of psychogeography.
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London has played a significant role in the film industry. Major studios within or bordering London include Twickenham, Ealing, Shepperton, Pinewood, Elstree and Borehamwood,[394] and a special effects and post-production community centred in Soho. Working Title Films has its headquarters in London.[395] London has been the setting for films including Oliver Twist (1948), Scrooge (1951), Peter Pan (1953), The 101 Dalmatians (1961), My Fair Lady (1964), Mary Poppins (1964), Blowup (1966), The Long Good Friday (1980), The Great Mouse Detective (1986), Notting Hill (1999), Love Actually (2003), V For Vendetta (2005), Sweeney Todd: The Demon Barber of Fleet Street (2008) and The King's Speech (2010). Notable actors and filmmakers from London include; Charlie Chaplin, Alfred Hitchcock, Michael Caine, Helen Mirren, Gary Oldman, Christopher Nolan, Jude Law, Benedict Cumberbatch, Tom Hardy, Keira Knightley and Daniel Day-Lewis. As of 2008[update], the British Academy Film Awards have taken place at the Royal Opera House. London is a major centre for television production, with studios including BBC Television Centre, The Fountain Studios and The London Studios. Many television programmes have been set in London, including the popular television soap opera EastEnders, broadcast by the BBC since 1985.
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London is home to many museums, galleries, and other institutions, many of which are free of admission charges and are major tourist attractions as well as playing a research role. The first of these to be established was the British Museum in Bloomsbury, in 1753. Originally containing antiquities, natural history specimens, and the national library, the museum now has 7 million artefacts from around the globe. In 1824, the National Gallery was founded to house the British national collection of Western paintings; this now occupies a prominent position in Trafalgar Square.
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The British Library is one of the largest libraries in the world, and the national library of the United Kingdom.[396] There are many other research libraries, including the Wellcome Library and Dana Centre, as well as university libraries, including the British Library of Political and Economic Science at LSE, the Central Library at Imperial, the Maughan Library at King's, and the Senate House Libraries at the University of London.[397][398]
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In the latter half of the 19th century the locale of South Kensington was developed as "Albertopolis", a cultural and scientific quarter. Three major national museums are there: the Victoria and Albert Museum (for the applied arts), the Natural History Museum, and the Science Museum. The National Portrait Gallery was founded in 1856 to house depictions of figures from British history; its holdings now comprise the world's most extensive collection of portraits.[399] The national gallery of British art is at Tate Britain, originally established as an annexe of the National Gallery in 1897. The Tate Gallery, as it was formerly known, also became a major centre for modern art; in 2000, this collection moved to Tate Modern, a new gallery housed in the former Bankside Power Station.
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London is one of the major classical and popular music capitals of the world and hosts major music corporations, such as Universal Music Group International and Warner Music Group, as well as countless bands, musicians and industry professionals. The city is also home to many orchestras and concert halls, such as the Barbican Arts Centre (principal base of the London Symphony Orchestra and the London Symphony Chorus), Cadogan Hall (Royal Philharmonic Orchestra) and the Royal Albert Hall (The Proms).[387] London's two main opera houses are the Royal Opera House and the London Coliseum.[387] The UK's largest pipe organ is at the Royal Albert Hall. Other significant instruments are at the cathedrals and major churches. Several conservatoires are within the city: Royal Academy of Music, Royal College of Music, Guildhall School of Music and Drama and Trinity Laban.
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London has numerous venues for rock and pop concerts, including the world's busiest indoor venue, The O2 Arena[400] and Wembley Arena, as well as many mid-sized venues, such as Brixton Academy, the Hammersmith Apollo and the Shepherd's Bush Empire.[387] Several music festivals, including the Wireless Festival, South West Four, Lovebox, and Hyde Park's British Summer Time are all held in London.[401] The city is home to the original Hard Rock Cafe and the Abbey Road Studios, where The Beatles recorded many of their hits. In the 1960s, 1970s and 1980s, musicians and groups like Elton John, Pink Floyd, Cliff Richard, David Bowie, Queen, The Kinks, The Rolling Stones, The Who, Eric Clapton, Led Zeppelin, The Small Faces, Iron Maiden, Fleetwood Mac, Elvis Costello, Cat Stevens, The Police, The Cure, Madness, The Jam, Ultravox, Spandau Ballet, Culture Club, Dusty Springfield, Phil Collins, Rod Stewart, Adam Ant, Status Quo and Sade, derived their sound from the streets and rhythms of London.[402]
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London was instrumental in the development of punk music,[403] with figures such as the Sex Pistols, The Clash,[402] and Vivienne Westwood all based in the city. More recent artists to emerge from the London music scene include George Michael's Wham!, Kate Bush, Seal, the Pet Shop Boys, Bananarama, Siouxsie and the Banshees, Bush, the Spice Girls, Jamiroquai, Blur, McFly, The Prodigy, Gorillaz, Bloc Party, Mumford & Sons, Coldplay, Amy Winehouse, Adele, Sam Smith, Ed Sheeran, Paloma Faith, Ellie Goulding, One Direction and Florence and the Machine.[404][405][406] London is also a centre for urban music. In particular the genres UK garage, drum and bass, dubstep and grime evolved in the city from the foreign genres of hip hop and reggae, alongside local drum and bass. Music station BBC Radio 1Xtra was set up to support the rise of local urban contemporary music both in London and in the rest of the United Kingdom.
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The Royal Albert Hall hosts concerts and musical events.
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Abbey Road Studios, 3 Abbey Road, St John's Wood, City of Westminster
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A 2013 report by the City of London Corporation said that London is the "greenest city" in Europe with 35,000 acres of public parks, woodlands and gardens.[407] The largest parks in the central area of London are three of the eight Royal Parks, namely Hyde Park and its neighbour Kensington Gardens in the west, and Regent's Park to the north.[408] Hyde Park in particular is popular for sports and sometimes hosts open-air concerts. Regent's Park contains London Zoo, the world's oldest scientific zoo, and is near Madame Tussauds Wax Museum.[409][410] Primrose Hill, immediately to the north of Regent's Park, at 256 feet (78 m)[411] is a popular spot from which to view the city skyline.
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Close to Hyde Park are smaller Royal Parks, Green Park and St. James's Park.[412] A number of large parks lie outside the city centre, including Hampstead Heath and the remaining Royal Parks of Greenwich Park to the southeast[413] and Bushy Park and Richmond Park (the largest) to the southwest,[414][415] Hampton Court Park is also a royal park, but, because it contains a palace, it is administered by the Historic Royal Palaces, unlike the eight Royal Parks.[416]
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Close to Richmond Park is Kew Gardens which has the world's largest collection of living plants. In 2003, the gardens were put on the UNESCO list of World Heritage Sites.[417] There are also parks administered by London's borough Councils, including Victoria Park in the East End and Battersea Park in the centre. Some more informal, semi-natural open spaces also exist, including the 320-hectare (790-acre) Hampstead Heath of North London,[418] and Epping Forest, which covers 2,476 hectares (6,118 acres)[419] in the east. Both are controlled by the City of London Corporation.[420][421] Hampstead Heath incorporates Kenwood House, a former stately home and a popular location in the summer months when classical musical concerts are held by the lake, attracting thousands of people every weekend to enjoy the music, scenery and fireworks.[422]
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Epping Forest is a popular venue for various outdoor activities, including mountain biking, walking, horse riding, golf, angling, and orienteering.[423]
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Walking is a popular recreational activity in London. Areas that provide for walks include Wimbledon Common, Epping Forest, Hampton Court Park, Hampstead Heath, the eight Royal Parks, canals and disused railway tracks.[424] Access to canals and rivers has improved recently, including the creation of the Thames Path, some 28 miles (45 km) of which is within Greater London, and The Wandle Trail; this runs 12 miles (19 km) through South London along the River Wandle, a tributary of the River Thames.[425]
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Other long distance paths, linking green spaces, have also been created, including the Capital Ring, the Green Chain Walk, London Outer Orbital Path ("Loop"), Jubilee Walkway, Lea Valley Walk, and the Diana, Princess of Wales Memorial Walk.[426]
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Aerial view of Hyde Park
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St. James's Park lake with the London Eye in the distance
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The River Wandle, Carshalton, in the London Borough of Sutton
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London has hosted the Summer Olympics three times: in 1908, 1948, and 2012,[427][428] making it the first city to host the modern Games three times.[51] The city was also the host of the British Empire Games in 1934.[429] In 2017, London hosted the World Championships in Athletics for the first time.[430]
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London's most popular sport is football and it has five clubs in the English Premier League as of the 2019–20 season: Arsenal, Chelsea, Crystal Palace, Tottenham Hotspur, and West Ham United.[431] Other professional teams in London are Fulham, Queens Park Rangers, Brentford, Millwall, Charlton Athletic, AFC Wimbledon, Leyton Orient, Barnet, Sutton United, Bromley and Dagenham & Redbridge.
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From 1924, the original Wembley Stadium was the home of the English national football team. It hosted the 1966 FIFA World Cup Final, with England defeating West Germany, and served as the venue for the FA Cup Final as well as rugby league's Challenge Cup final.[432] The new Wembley Stadium serves exactly the same purposes and has a capacity of 90,000.[433]
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Two Aviva Premiership rugby union teams are based in London, Saracens and Harlequins.[434] London Scottish, London Welsh and London Irish play in the RFU Championship club and other rugby union clubs in the city include Richmond F.C., Rosslyn Park F.C., Westcombe Park R.F.C. and Blackheath F.C.. Twickenham Stadium in south-west London hosts home matches for the England national rugby union team and has a capacity of 82,000 now that the new south stand has been completed.[435]
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While rugby league is more popular in the north of England, there are two professional rugby league clubs in London – the London Broncos in the second-tier RFL Championship, who play at the Trailfinders Sports Ground in West Ealing, and the third-tier League 1 team, the London Skolars from Wood Green, Haringey.
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One of London's best-known annual sports competitions is the Wimbledon Tennis Championships, held at the All England Club in the south-western suburb of Wimbledon.[436] Played in late June to early July, it is the oldest tennis tournament in the world, and widely considered the most prestigious.[437][438][439]
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London has two Test cricket grounds, Lord's (home of Middlesex C.C.C.) in St John's Wood[440] and the Oval (home of Surrey C.C.C.) in Kennington.[441] Lord's has hosted four finals of the Cricket World Cup, and is known as the Home of Cricket.[442] Other key events are the annual mass-participation London Marathon, in which some 35,000 runners attempt a 26.2 miles (42.2 km) course around the city,[443] and the University Boat Race on the River Thames from Putney to Mortlake.[444]
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Wembley Stadium, home of the England football team, has a 90,000 capacity. It is the UK's biggest stadium.
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Twickenham, home of the England rugby union team, has an 82,000 capacity, the world's largest rugby union stadium.
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Centre Court at Wimbledon. First played in 1877, the Championships is the oldest tennis tournament in the world.[445]
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London transport portal
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1 |
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London is the capital and largest city of England and the United Kingdom.[7][8] Standing on the River Thames in the south-east of England, at the head of its 50-mile (80 km) estuary leading to the North Sea, London has been a major settlement for two millennia. Londinium was founded by the Romans.[9] The City of London, London's ancient core − an area of just 1.12 square miles (2.9 km2) and colloquially known as the Square Mile − retains boundaries that closely follow its medieval limits.[10][11][12][13][14][note 1] The City of Westminster is also an Inner London borough holding city status. London is governed by the mayor of London and the London Assembly.[15][note 2][16]
|
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|
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London is considered to be one of the world's most important global cities[17][18][19] and has been called the world's most powerful,[20] most desirable,[21] most influential,[22] most visited,[23] most expensive,[24][25] sustainable,[26] most investment-friendly,[27] and most-popular-for-work[28] city. It exerts a considerable impact upon the arts, commerce, education, entertainment, fashion, finance, healthcare, media, professional services, research and development, tourism and transportation.[29][30] London ranks 26th out of 300 major cities for economic performance.[31] It is one of the largest financial centres[32] and has either the fifth- or the sixth-largest metropolitan area GDP.[note 3][33][34][35][36][37] It is the most-visited city as measured by international arrivals[38] and has the busiest city airport system as measured by passenger traffic.[39] It is the leading investment destination,[40][41][42][43] hosting more international retailers[44][45] than any other city. In 2017, London had the second highest number of ultra high-net-worth individuals in Europe after Paris.[46] London's universities form the largest concentration of higher education institutes in Europe,[47] and London is home to highly ranked institutions such as Imperial College London in natural and applied sciences, the London School of Economics in social sciences, and the comprehensive University College London and King's College London.[48][49][50] In 2012, London became the first city to have hosted three modern Summer Olympic Games.[51]
|
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+
|
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+
London has a diverse range of people and cultures, and more than 300 languages are spoken in the region.[52] Its estimated mid-2018 municipal population (corresponding to Greater London) was 8,908,081,[4] the third most populous of any city in Europe[53] and accounts for 13.4% of the UK population.[54] London's urban area is the fourth most populous in Europe, after Moscow, Istanbul, and Paris, with 9,787,426 inhabitants at the 2011 census.[55][56]. The London commuter belt is the third-most populous in Europe, after the Moscow Metropolitan Area and Istanbul, with 14,040,163 inhabitants in 2016.[note 4][3][57]
|
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+
|
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+
London contains four World Heritage Sites: the Tower of London; Kew Gardens; the site comprising the Palace of Westminster, Westminster Abbey, and St Margaret's Church; and the historic settlement in Greenwich where the Royal Observatory, Greenwich defines the Prime Meridian (0° longitude) and Greenwich Mean Time.[58] Other landmarks include Buckingham Palace, the London Eye, Piccadilly Circus, St Paul's Cathedral, Tower Bridge, Trafalgar Square and The Shard. London has numerous museums, galleries, libraries and sporting events. These include the British Museum, National Gallery, Natural History Museum, Tate Modern, British Library and West End theatres.[59] The London Underground is the oldest underground railway network in the world.
|
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+
|
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+
London is an ancient name, already attested in the first century AD, usually in the Latinised form Londinium;[60] for example, handwritten Roman tablets recovered in the city originating from AD 65/70–80 include the word Londinio ('in London').[61]
|
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+
|
13 |
+
Over the years, the name has attracted many mythicising explanations. The earliest attested appears in Geoffrey of Monmouth's Historia Regum Britanniae, written around 1136.[60] This had it that the name originated from a supposed King Lud, who had allegedly taken over the city and named it Kaerlud.[62]
|
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+
|
15 |
+
Modern scientific analyses of the name must account for the origins of the different forms found in early sources: Latin (usually Londinium), Old English (usually Lunden), and Welsh (usually Llundein), with reference to the known developments over time of sounds in those different languages. It is agreed that the name came into these languages from Common Brythonic; recent work tends to reconstruct the lost Celtic form of the name as *Londonjon or something similar. This was adapted into Latin as Londinium and borrowed into Old English, the ancestor-language of English.[63]
|
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+
|
17 |
+
The toponymy of the Common Brythonic form is much debated. A prominent explanation was Richard Coates's 1998 argument that the name derived from pre-Celtic Old European *(p)lowonida, meaning "river too wide to ford". Coates suggested that this was a name given to the part of the River Thames which flows through London; from this, the settlement gained the Celtic form of its name, *Lowonidonjon.[64] However, most work has accepted a Celtic origin for the name, and recent studies have favoured an explanation along the lines of a Celtic derivative of a Proto-Indo-European root *lendh- ('sink, cause to sink'), combined with the Celtic suffix *-injo- or *-onjo- (used to form place-names). Peter Schrijver has specifically suggested, on these grounds, that the name originally meant 'place that floods (periodically, tidally)'.[65][63]
|
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+
|
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+
Until 1889, the name "London" applied officially to the City of London, but since then it has also referred to the County of London and Greater London.[66]
|
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+
|
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+
In writing, "London" is, on occasion, colloquially contracted to "LDN".[67][clarification needed] Such usage originated in SMS language, and is often found, on a social media user profile, suffixing an alias or handle.
|
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|
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+
In 1993, the remains of a Bronze Age bridge were found on the south foreshore, upstream of Vauxhall Bridge.[68] This bridge either crossed the Thames or reached a now lost island in it. Two of those timbers were radiocarbon dated to between 1750 BC and 1285 BC.[68]
|
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|
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+
In 2010, the foundations of a large timber structure, dated to between 4800 BC and 4500 BC,[69] were found on the Thames's south foreshore, downstream of Vauxhall Bridge.[70] The function of the mesolithic structure is not known. Both structures are on the south bank where the River Effra flows into the Thames.[70]
|
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+
|
27 |
+
Although there is evidence of scattered Brythonic settlements in the area, the first major settlement was founded by the Romans about four years[1] after the invasion of AD 43.[71] This lasted only until around AD 61, when the Iceni tribe led by Queen Boudica stormed it, burning the settlement to the ground.[72] The next, heavily planned, incarnation of Londinium prospered, and it superseded Colchester as the capital of the Roman province of Britannia in 100. At its height in the 2nd century, Roman London had a population of around 60,000.[73]
|
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+
|
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+
With the collapse of Roman rule in the early 5th century, London ceased to be a capital, and the walled city of Londinium was effectively abandoned, although Roman civilisation continued in the area of St Martin-in-the-Fields until around 450.[74] From around 500, an Anglo-Saxon settlement known as Lundenwic developed slightly west of the old Roman city.[75] By about 680, the city had regrown into a major port, although there is little evidence of large-scale production. From the 820s repeated Viking assaults brought decline. Three are recorded; those in 851 and 886 succeeded, while the last, in 994, was rebuffed.[76]
|
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|
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+
The Vikings established Danelaw over much of eastern and northern England; its boundary stretched roughly from London to Chester. It was an area of political and geographical control imposed by the Viking incursions which was formally agreed by the Danish warlord, Guthrum and the West Saxon king Alfred the Great in 886. The Anglo-Saxon Chronicle recorded that Alfred "refounded" London in 886. Archaeological research shows that this involved abandonment of Lundenwic and a revival of life and trade within the old Roman walls. London then grew slowly until about 950, after which activity increased dramatically.[77]
|
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|
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By the 11th century, London was beyond all comparison the largest town in England. Westminster Abbey, rebuilt in the Romanesque style by King Edward the Confessor, was one of the grandest churches in Europe. Winchester had previously been the capital of Anglo-Saxon England, but from this time on, London became the main forum for foreign traders and the base for defence in time of war. In the view of Frank Stenton: "It had the resources, and it was rapidly developing the dignity and the political self-consciousness appropriate to a national capital."[78][79]
|
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|
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+
After winning the Battle of Hastings, William, Duke of Normandy was crowned King of England in the newly completed Westminster Abbey on Christmas Day 1066.[80] William constructed the Tower of London, the first of the many Norman castles in England to be rebuilt in stone, in the southeastern corner of the city, to intimidate the native inhabitants.[81] In 1097, William II began the building of Westminster Hall, close by the abbey of the same name. The hall became the basis of a new Palace of Westminster.[82][83]
|
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|
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In the 12th century, the institutions of central government, which had hitherto accompanied the royal English court as it moved around the country, grew in size and sophistication and became increasingly fixed in one place. For most purposes this was Westminster, although the royal treasury, having been moved from Winchester, came to rest in the Tower. While the City of Westminster developed into a true capital in governmental terms, its distinct neighbour, the City of London, remained England's largest city and principal commercial centre, and it flourished under its own unique administration, the Corporation of London. In 1100, its population was around 18,000; by 1300 it had grown to nearly 100,000.[84] Disaster struck in the form of the Black Death in the mid-14th century, when London lost nearly a third of its population.[85] London was the focus of the Peasants' Revolt in 1381.[86]
|
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|
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London was also a centre of England's Jewish population before their expulsion by Edward I in 1290. Violence against Jews took place in 1190, after it was rumoured that the new king had ordered their massacre after they had presented themselves at his coronation.[87] In 1264 during the Second Barons' War, Simon de Montfort's rebels killed 500 Jews while attempting to seize records of debts.[88]
|
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|
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During the Tudor period the Reformation produced a gradual shift to Protestantism, and much of London property passed from church to private ownership, which accelerated trade and business in the city.[89] In 1475, the Hanseatic League set up its main trading base (kontor) of England in London, called the Stalhof or Steelyard. It existed until 1853, when the Hanseatic cities of Lübeck, Bremen and Hamburg sold the property to South Eastern Railway.[90] Woollen cloth was shipped undyed and undressed from 14th/15th century London to the nearby shores of the Low Countries, where it was considered indispensable.[91]
|
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|
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But the reach of English maritime enterprise hardly extended beyond the seas of north-west Europe. The commercial route to Italy and the Mediterranean Sea normally lay through Antwerp and over the Alps; any ships passing through the Strait of Gibraltar to or from England were likely to be Italian or Ragusan. Upon the re-opening of the Netherlands to English shipping in January 1565, there ensued a strong outburst of commercial activity.[92] The Royal Exchange was founded.[93] Mercantilism grew, and monopoly trading companies such as the East India Company were established, with trade expanding to the New World. London became the principal North Sea port, with migrants arriving from England and abroad. The population rose from an estimated 50,000 in 1530 to about 225,000 in 1605.[89]
|
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|
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In the 16th century William Shakespeare and his contemporaries lived in London at a time of hostility to the development of the theatre. By the end of the Tudor period in 1603, London was still very compact. There was an assassination attempt on James I in Westminster, in the Gunpowder Plot on 5 November 1605.[94]
|
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|
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+
In 1637, the government of Charles I attempted to reform administration in the area of London. The plan called for the Corporation of the City to extend its jurisdiction and administration over expanding areas around the City. Fearing an attempt by the Crown to diminish the Liberties of London, a lack of interest in administering these additional areas, or concern by city guilds of having to share power, the Corporation refused. Later called "The Great Refusal", this decision largely continues to account for the unique governmental status of the City.[95]
|
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|
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In the English Civil War the majority of Londoners supported the Parliamentary cause. After an initial advance by the Royalists in 1642, culminating in the battles of Brentford and Turnham Green, London was surrounded by a defensive perimeter wall known as the Lines of Communication. The lines were built by up to 20,000 people, and were completed in under two months.[96]
|
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The fortifications failed their only test when the New Model Army entered London in 1647,[97] and they were levelled by Parliament the same year.[98]
|
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+
|
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+
London was plagued by disease in the early 17th century,[99] culminating in the Great Plague of 1665–1666, which killed up to 100,000 people, or a fifth of the population.[100]
|
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|
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+
The Great Fire of London broke out in 1666 in Pudding Lane in the city and quickly swept through the wooden buildings.[101] Rebuilding took over ten years and was supervised by Robert Hooke[102][103][104] as Surveyor of London.[105] In 1708 Christopher Wren's masterpiece, St Paul's Cathedral was completed. During the Georgian era, new districts such as Mayfair were formed in the west; new bridges over the Thames encouraged development in South London. In the east, the Port of London expanded downstream. London's development as an international financial centre matured for much of the 1700s.
|
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|
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In 1762, George III acquired Buckingham House and it was enlarged over the next 75 years. During the 18th century, London was dogged by crime, and the Bow Street Runners were established in 1750 as a professional police force.[106] In total, more than 200 offences were punishable by death,[107] including petty theft.[108] Most children born in the city died before reaching their third birthday.[109]
|
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|
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+
The coffeehouse became a popular place to debate ideas, with growing literacy and the development of the printing press making news widely available; and Fleet Street became the centre of the British press. Following the invasion of Amsterdam by Napoleonic armies, many financiers relocated to London, especially a large Jewish community, and the first London international issue[clarification needed] was arranged in 1817. Around the same time, the Royal Navy became the world leading war fleet, acting as a serious deterrent to potential economic adversaries of the United Kingdom. The repeal of the Corn Laws in 1846 was specifically aimed at weakening Dutch economic power. London then overtook Amsterdam as the leading international financial centre.[110] In 1888, London became home to a series of murders by a man known only as Jack the Ripper and It has since become one of the world's most famous unsolved mysteries.
|
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|
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+
According to Samuel Johnson:
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|
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You find no man, at all intellectual, who is willing to leave London. No, Sir, when a man is tired of London, he is tired of life; for there is in London all that life can afford.
|
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|
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London was the world's largest city from c.1831 to 1925,[112] with a population density of 325 people per hectare.[113] London's overcrowded conditions led to cholera epidemics,[114] claiming 14,000 lives in 1848, and 6,000 in 1866.[115] Rising traffic congestion led to the creation of the world's first local urban rail network. The Metropolitan Board of Works oversaw infrastructure expansion in the capital and some of the surrounding counties; it was abolished in 1889 when the London County Council was created out of those areas of the counties surrounding the capital.
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London was bombed by the Germans during the First World War,[116] and during the Second World War, the Blitz and other bombings by the German Luftwaffe killed over 30,000 Londoners, destroying large tracts of housing and other buildings across the city.[117]
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Immediately after the War, the 1948 Summer Olympics were held at the original Wembley Stadium, at a time when London was still recovering from the war.[118] From the 1940s onwards, London became home to many immigrants, primarily from Commonwealth countries such as Jamaica, India, Bangladesh and Pakistan,[119] making London one of the most diverse cities worldwide. In 1951, the Festival of Britain was held on the South Bank.[120] The Great Smog of 1952 led to the Clean Air Act 1956, which ended the "pea soup fogs" for which London had been notorious.[121]
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Primarily starting in the mid-1960s, London became a centre for the worldwide youth culture, exemplified by the Swinging London subculture[122] associated with the King's Road, Chelsea[123] and Carnaby Street.[124] The role of trendsetter was revived during the punk era.[125] In 1965 London's political boundaries were expanded to take into account the growth of the urban area and a new Greater London Council was created.[126] During The Troubles in Northern Ireland, London was subjected to bombing attacks by the Provisional Irish Republican Army[127] for two decades, starting with the Old Bailey bombing in 1973.[128][129] Racial inequality was highlighted by the 1981 Brixton riot.[130]
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Greater London's population declined steadily in the decades after the Second World War, from an estimated peak of 8.6 million in 1939 to around 6.8 million in the 1980s.[131] The principal ports for London moved downstream to Felixstowe and Tilbury, with the London Docklands area becoming a focus for regeneration, including the Canary Wharf development. This was borne out of London's ever-increasing role as a major international financial centre during the 1980s.[132] The Thames Barrier was completed in the 1980s to protect London against tidal surges from the North Sea.[133]
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The Greater London Council was abolished in 1986, which left London without a central administration until 2000 when London-wide government was restored, with the creation of the Greater London Authority.[134] To celebrate the start of the 21st century, the Millennium Dome, London Eye and Millennium Bridge were constructed.[135] On 6 July 2005 London was awarded the 2012 Summer Olympics, making London the first city to stage the Olympic Games three times.[136] On 7 July 2005, three London Underground trains and a double-decker bus were bombed in a series of terrorist attacks.[137]
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In 2008, Time named London alongside New York City and Hong Kong as Nylonkong, hailing it as the world's three most influential global cities.[138] In January 2015, Greater London's population was estimated to be 8.63 million, the highest level since 1939.[139] During the Brexit referendum in 2016, the UK as a whole decided to leave the European Union, but a majority of London constituencies voted to remain in the EU.[140]
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The administration of London is formed of two tiers: a citywide, strategic tier and a local tier. Citywide administration is coordinated by the Greater London Authority (GLA), while local administration is carried out by 33 smaller authorities.[141] The GLA consists of two elected components: the mayor of London, who has executive powers, and the London Assembly, which scrutinises the mayor's decisions and can accept or reject the mayor's budget proposals each year.
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The headquarters of the GLA is City Hall, Southwark. The mayor since 2016 has been Sadiq Khan, the first Muslim mayor of a major Western capital.[142][143] The mayor's statutory planning strategy is published as the London Plan, which was most recently revised in 2011.[144] The local authorities are the councils of the 32 London boroughs and the City of London Corporation.[145] They are responsible for most local services, such as local planning, schools, social services, local roads and refuse collection. Certain functions, such as waste management, are provided through joint arrangements. In 2009–2010 the combined revenue expenditure by London councils and the GLA amounted to just over £22 billion (£14.7 billion for the boroughs and £7.4 billion for the GLA).[146]
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The London Fire Brigade is the statutory fire and rescue service for Greater London. It is run by the London Fire and Emergency Planning Authority and is the third largest fire service in the world.[147] National Health Service ambulance services are provided by the London Ambulance Service (LAS) NHS Trust, the largest free-at-the-point-of-use emergency ambulance service in the world.[148] The London Air Ambulance charity operates in conjunction with the LAS where required. Her Majesty's Coastguard and the Royal National Lifeboat Institution operate on the River Thames,[149][150] which is under the jurisdiction of the Port of London Authority from Teddington Lock to the sea.[151]
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London is the seat of the Government of the United Kingdom. Many government departments, as well as the prime minister's residence at 10 Downing Street, are based close to the Palace of Westminster, particularly along Whitehall.[152] There are 73 members of Parliament (MPs) from London, elected from local parliamentary constituencies in the national Parliament. As of December 2019[update], 49 are from the Labour Party, 21 are Conservatives, and three are Liberal Democrat.[153] The ministerial post of minister for London was created in 1994. The current Minister for London is Paul Scully MP.[154]
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Policing in Greater London, with the exception of the City of London, is provided by the Metropolitan Police, overseen by the mayor through the Mayor's Office for Policing and Crime (MOPAC).[155][156] The City of London has its own police force – the City of London Police.[157] The British Transport Police are responsible for police services on National Rail, London Underground, Docklands Light Railway and Tramlink services.[158]
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A fourth police force in London, the Ministry of Defence Police, do not generally become involved with policing the general public.
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Crime rates vary widely by area, ranging from parts with serious issues to parts considered very safe. Today crime figures are made available nationally at Local Authority[159] and Ward level.[160] In 2015, there were 118 homicides, a 25.5% increase over 2014.[161] The Metropolitan Police have made detailed crime figures, broken down by category at borough and ward level, available on their website since 2000.[162]
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Recorded crime has been rising in London, notably violent crime and murder by stabbing and other means have risen. There have been 50 murders from the start of 2018 to mid April 2018. Funding cuts to police in London are likely to have contributed to this, though other factors are also involved.[163]
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London, also referred to as Greater London, is one of nine regions of England and the top-level subdivision covering most of the city's metropolis.[note 5] The small ancient City of London at its core once comprised the whole settlement, but as its urban area grew, the Corporation of London resisted attempts to amalgamate the city with its suburbs, causing "London" to be defined in a number of ways for different purposes.[164]
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Forty per cent of Greater London is covered by the London post town, within which 'LONDON' forms part of postal addresses.[165][166] The London telephone area code (020) covers a larger area, similar in size to Greater London, although some outer districts are excluded and some places just outside are included. The Greater London boundary has been aligned to the M25 motorway in places.[167]
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Outward urban expansion is now prevented by the Metropolitan Green Belt,[168] although the built-up area extends beyond the boundary in places, resulting in a separately defined Greater London Urban Area. Beyond this is the vast London commuter belt.[169] Greater London is split for some purposes into Inner London and Outer London.[170] The city is split by the River Thames into North and South, with an informal central London area in its interior. The coordinates of the nominal centre of London, traditionally considered to be the original Eleanor Cross at Charing Cross near the junction of Trafalgar Square and Whitehall, are about 51°30′26″N 00°07′39″W / 51.50722°N 0.12750°W / 51.50722; -0.12750.[171] However the geographical centre of London, on one definition, is in the London Borough of Lambeth, just 0.1 miles to the northeast of Lambeth North tube station.[172]
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Within London, both the City of London and the City of Westminster have city status and both the City of London and the remainder of Greater London are counties for the purposes of lieutenancies.[173] The area of Greater London includes areas that are part of the historic counties of Middlesex, Kent, Surrey, Essex and Hertfordshire.[174] London's status as the capital of England, and later the United Kingdom, has never been granted or confirmed officially—by statute or in written form.[note 6]
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Its position was formed through constitutional convention, making its status as de facto capital a part of the UK's uncodified constitution. The capital of England was moved to London from Winchester as the Palace of Westminster developed in the 12th and 13th centuries to become the permanent location of the royal court, and thus the political capital of the nation.[178] More recently, Greater London has been defined as a region of England and in this context is known as London.[13]
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Greater London encompasses a total area of 1,583 square kilometres (611 sq mi), an area which had a population of 7,172,036 in 2001 and a population density of 4,542 inhabitants per square kilometre (11,760/sq mi). The extended area known as the London Metropolitan Region or the London Metropolitan Agglomeration, comprises a total area of 8,382 square kilometres (3,236 sq mi) has a population of 13,709,000 and a population density of 1,510 inhabitants per square kilometre (3,900/sq mi).[179] Modern London stands on the Thames, its primary geographical feature, a navigable river which crosses the city from the south-west to the east. The Thames Valley is a floodplain surrounded by gently rolling hills including Parliament Hill, Addington Hills, and Primrose Hill. Historically London grew up at the lowest bridging point on the Thames. The Thames was once a much broader, shallower river with extensive marshlands; at high tide, its shores reached five times their present width.[180]
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Since the Victorian era the Thames has been extensively embanked, and many of its London tributaries now flow underground. The Thames is a tidal river, and London is vulnerable to flooding.[181] The threat has increased over time because of a slow but continuous rise in high water level by the slow 'tilting' of the British Isles (up in Scotland and Northern Ireland and down in southern parts of England, Wales and Ireland) caused by post-glacial rebound.[182][183]
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In 1974 a decade of work began on the construction of the Thames Barrier across the Thames at Woolwich to deal with this threat. While the barrier is expected to function as designed until roughly 2070, concepts for its future enlargement or redesign are already being discussed.[184]
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London has a temperate oceanic climate (Köppen: Cfb ) receiving less precipitation than Rome, Bordeaux, Lisbon, Naples, Sydney or New York City.[185][186][187][188][189][190] Rainfall records have been kept in the city since at least 1697, when records began at Kew. At Kew, the most rainfall in one month is 7.44 inches (189.0 mm) in November 1755 and the least is 0 inches (0.00 mm) in both December 1788 and July 1800. Mile End also had 0 inches (0.00 mm) in April 1893. [191] The wettest year on record is 1903, with a total fall of 38.17 inches (969.4 mm) and the driest is 1921, with a total fall of 12.14 inches (308.3 mm).[192]
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Temperature extremes in London range from 38.1 °C (100.6 °F) at Kew during August 2003[193] down to −21.1 °C (−6.0 °F).[194] However, an unofficial reading of −24 °C (−11 °F) was reported on 3 January 1740.[195] Conversely, the highest unofficial temperature ever known to be recorded in the United Kingdom occurred in London in the 1808 heat wave. The temperature was recorded at 105 °F (40.6 °C) on 13 July. It is thought that this temperature, if accurate, is one of the highest temperatures of the millennium in the United Kingdom. It is thought that only days in 1513 and 1707 could have beaten this.[196] Since records began in London (first at Greenwich in 1841[197]), the warmest month on record is July 1868, with a mean temperature of 22.5 °C (72.5 °F) at Greenwich whereas the coldest month is December 2010, with a mean temperature of −6.7 °C (19.9 °F) at Northolt.[198] Records for atmospheric pressure have been kept at London since 1692. The highest pressure ever reported is 1,050 millibars (31 inHg) on 20 January 2020, and the lowest is 945.8 millibars (27.93 inHg) on 25 December 1821.[199][200]
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Summers are generally warm, sometimes hot. London's average July high is 24 °C (74 °F). On average each year, London experiences 31 days above 25 °C (77.0 °F) and 4.2 days above 30.0 °C (86.0 °F) every year. During the 2003 European heat wave there were 14 consecutive days above 30 °C (86.0 °F) and 2 consecutive days when temperatures reached 38 °C (100 °F), leading to hundreds of heat-related deaths.[201] There was also a previous spell of 15 consecutive days above 32.2 °C (90.0 °F) in 1976 which also caused many heat related deaths.[202] The previous record high was 38 °C (100 °F) in August 1911 at the Greenwich station.[197] Droughts can also, occasionally, be a problem, especially in summer. Most recently in Summer 2018[203] and with much drier than average conditions prevailing from May to December.[204] However, the most consecutive days without rain was 73 days in the spring of 1893.[205]
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Winters are generally cool with little temperature variation. Heavy snow is rare but snow usually happens at least once each winter. Spring and autumn can be pleasant. As a large city, London has a considerable urban heat island effect,[206] making the centre of London at times 5 °C (9 °F) warmer than the suburbs and outskirts. This can be seen below when comparing London Heathrow, 15 miles (24 km) west of London, with the London Weather Centre.[207]
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Although London and the British Isles have a reputation of frequent rainfall, London's average of 602 millimetres (23.7 in) of precipitation annually actually makes it drier than the global average.[208][better source needed] The absence of heavy winter rainfall leads to many climates around the Mediterranean having more annual precipitation than London.
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London's vast urban area is often described using a set of district names, such as Mayfair, Southwark, Wembley and Whitechapel. These are either informal designations, reflect the names of villages that have been absorbed by sprawl, or are superseded administrative units such as parishes or former boroughs.
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Such names have remained in use through tradition, each referring to a local area with its own distinctive character, but without official boundaries. Since 1965 Greater London has been divided into 32 London boroughs in addition to the ancient City of London.[215][216] The City of London is the main financial district,[217] and Canary Wharf has recently developed into a new financial and commercial hub in the Docklands to the east.
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The West End is London's main entertainment and shopping district, attracting tourists.[218] West London includes expensive residential areas where properties can sell for tens of millions of pounds.[219] The average price for properties in Kensington and Chelsea is over £2 million with a similarly high outlay in most of central London.[220][221]
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The East End is the area closest to the original Port of London, known for its high immigrant population, as well as for being one of the poorest areas in London.[222] The surrounding East London area saw much of London's early industrial development; now, brownfield sites throughout the area are being redeveloped as part of the Thames Gateway including the London Riverside and Lower Lea Valley, which was developed into the Olympic Park for the 2012 Olympics and Paralympics.[222]
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London's buildings are too diverse to be characterised by any particular architectural style, partly because of their varying ages. Many grand houses and public buildings, such as the National Gallery, are constructed from Portland stone. Some areas of the city, particularly those just west of the centre, are characterised by white stucco or whitewashed buildings. Few structures in central London pre-date the Great Fire of 1666, these being a few trace Roman remains, the Tower of London and a few scattered Tudor survivors in the City. Further out is, for example, the Tudor-period Hampton Court Palace, England's oldest surviving Tudor palace, built by Cardinal Thomas Wolsey c.1515.[223]
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Part of the varied architectural heritage are the 17th-century churches by Wren, neoclassical financial institutions such as the Royal Exchange and the Bank of England, to the early 20th century Old Bailey and the 1960s Barbican Estate.
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The disused – but soon to be rejuvenated – 1939 Battersea Power Station by the river in the south-west is a local landmark, while some railway termini are excellent examples of Victorian architecture, most notably St. Pancras and Paddington.[224] The density of London varies, with high employment density in the central area and Canary Wharf, high residential densities in inner London, and lower densities in Outer London.
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The Monument in the City of London provides views of the surrounding area while commemorating the Great Fire of London, which originated nearby. Marble Arch and Wellington Arch, at the north and south ends of Park Lane, respectively, have royal connections, as do the Albert Memorial and Royal Albert Hall in Kensington. Nelson's Column is a nationally recognised monument in Trafalgar Square, one of the focal points of central London. Older buildings are mainly brick built, most commonly the yellow London stock brick or a warm orange-red variety, often decorated with carvings and white plaster mouldings.[225]
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In the dense areas, most of the concentration is via medium- and high-rise buildings. London's skyscrapers, such as 30 St Mary Axe, Tower 42, the Broadgate Tower and One Canada Square, are mostly in the two financial districts, the City of London and Canary Wharf. High-rise development is restricted at certain sites if it would obstruct protected views of St Paul's Cathedral and other historic buildings. Nevertheless, there are a number of tall skyscrapers in central London (see Tall buildings in London), including the 95-storey Shard London Bridge, the tallest building in the United Kingdom.
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Other notable modern buildings include City Hall in Southwark with its distinctive oval shape,[226] the Art Deco BBC Broadcasting House plus the Postmodernist British Library in Somers Town/Kings Cross and No 1 Poultry by James Stirling. What was formerly the Millennium Dome, by the Thames to the east of Canary Wharf, is now an entertainment venue called the O2 Arena.
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The London Natural History Society suggest that London is "one of the World's Greenest Cities" with more than 40 per cent green space or open water. They indicate that 2000 species of flowering plant have been found growing there and that the tidal Thames supports 120 species of fish.[227] They also state that over 60 species of bird nest in central London and that their members have recorded 47 species of butterfly, 1173 moths and more than 270 kinds of spider around London. London's wetland areas support nationally important populations of many water birds. London has 38 Sites of Special Scientific Interest (SSSIs), two national nature reserves and 76 local nature reserves.[228]
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Amphibians are common in the capital, including smooth newts living by the Tate Modern, and common frogs, common toads, palmate newts and great crested newts. On the other hand, native reptiles such as slowworms, common lizards, barred grass snakes and adders, are mostly only seen in Outer London.[229]
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Among other inhabitants of London are 10,000 red foxes, so that there are now 16 foxes for every square mile (2.6 square kilometres) of London. These urban foxes are noticeably bolder than their country cousins, sharing the pavement with pedestrians and raising cubs in people's backyards. Foxes have even sneaked into the Houses of Parliament, where one was found asleep on a filing cabinet. Another broke into the grounds of Buckingham Palace, reportedly killing some of Queen Elizabeth II's prized pink flamingos. Generally, however, foxes and city folk appear to get along. A survey in 2001 by the London-based Mammal Society found that 80 per cent of 3,779 respondents who volunteered to keep a diary of garden mammal visits liked having them around. This sample cannot be taken to represent Londoners as a whole.[230][231]
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Other mammals found in Greater London are hedgehog, brown rat, mice, rabbit, shrew, vole, and grey squirrel.[232] In wilder areas of Outer London, such as Epping Forest, a wide variety of mammals are found, including European hare, badger, field, bank and water vole, wood mouse, yellow-necked mouse, mole, shrew, and weasel, in addition to red fox, grey squirrel and hedgehog. A dead otter was found at The Highway, in Wapping, about a mile from the Tower Bridge, which would suggest that they have begun to move back after being absent a hundred years from the city.[233] Ten of England's eighteen species of bats have been recorded in Epping Forest: soprano, Nathusius' and common pipistrelles, common noctule, serotine, barbastelle, Daubenton's, brown long-eared, Natterer's and Leisler's.[234]
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Among the strange sights seen in London have been a whale in the Thames,[235] while the BBC Two programme "Natural World: Unnatural History of London" shows feral pigeons using the London Underground to get around the city, a seal that takes fish from fishmongers outside Billingsgate Fish Market, and foxes that will "sit" if given sausages.[236]
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Herds of red and fallow deer also roam freely within much of Richmond and Bushy Park. A cull takes place each November and February to ensure numbers can be sustained.[237] Epping Forest is also known for its fallow deer, which can frequently be seen in herds to the north of the Forest. A rare population of melanistic, black fallow deer is also maintained at the Deer Sanctuary near Theydon Bois. Muntjac deer, which escaped from deer parks at the turn of the twentieth century, are also found in the forest. While Londoners are accustomed to wildlife such as birds and foxes sharing the city, more recently urban deer have started becoming a regular feature, and whole herds of fallow deer come into residential areas at night to take advantage of London's green spaces.[238][239]
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The 2011 census recorded that 2,998,264 people or 36.7% of London's population are foreign-born making London the city with the second largest immigrant population, behind New York City, in terms of absolute numbers. About 69% of children born in London in 2015 had at least one parent who was born abroad.[241] The table to the right shows the most common countries of birth of London residents. Note that some of the German-born population, in 18th position, are British citizens from birth born to parents serving in the British Armed Forces in Germany.[242]
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With increasing industrialisation, London's population grew rapidly throughout the 19th and early 20th centuries, and it was for some time in the late 19th and early 20th centuries the most populous city in the world. Its population peaked at 8,615,245 in 1939 immediately before the outbreak of the Second World War, but had declined to 7,192,091 at the 2001 Census. However, the population then grew by just over a million between the 2001 and 2011 Censuses, to reach 8,173,941 in the latter enumeration.[243]
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However, London's continuous urban area extends beyond the borders of Greater London and was home to 9,787,426 people in 2011,[55] while its wider metropolitan area has a population of between 12 and 14 million depending on the definition used.[244][245] According to Eurostat, London is the most populous city and metropolitan area of the European Union and the second most populous in Europe. During the period 1991–2001 a net 726,000 immigrants arrived in London.[246]
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The region covers an area of 1,579 square kilometres (610 sq mi). The population density is 5,177 inhabitants per square kilometre (13,410/sq mi),[247] more than ten times that of any other British region.[248] In terms of population, London is the 19th largest city and the 18th largest metropolitan region.[249][250]
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Children (aged younger than 14 years) constitute 21 percent of the population in Outer London, and 28 percent in Inner London; the age group aged between 15 and 24 years is 12 percent in both Outer and Inner London; those aged between 25 and 44 years are 31 percent in Outer London and 40 percent in Inner London; those aged between 45 and 64 years form 26 percent and 21 percent in Outer and Inner London respectively; while in Outer London those aged 65 and older are 13 percent, though in Inner London just 9 percent.[251]
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The median age of London in 2017 is 36.5 years old.[252]
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According to the Office for National Statistics, based on the 2011 Census estimates, 59.8 per cent of the 8,173,941 inhabitants of London were White, with 44.9 per cent White British, 2.2 per cent White Irish, 0.1 per cent gypsy/Irish traveller and 12.1 per cent classified as Other White.[253]
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20.9 per cent of Londoners are of Asian and mixed-Asian descent. 19.7 per cent are of full Asian descent, with those of mixed-Asian heritage comprising 1.2 of the population. Indians account for 6.6 per cent of the population, followed by Pakistanis and Bangladeshis at 2.7 per cent each. Chinese peoples account for 1.5 per cent of the population, with Arabs comprising 1.3 per cent. A further 4.9 per cent are classified as "Other Asian".[253]
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15.6 per cent of London's population are of Black and mixed-Black descent. 13.3 per cent are of full Black descent, with those of mixed-Black heritage comprising 2.3 per cent. Black Africans account for 7.0 per cent of London's population, with 4.2 per cent as Black Caribbean and 2.1 per cent as "Other Black". 5.0 per cent are of mixed race.[253]
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Across London, Black and Asian children outnumber White British children by about six to four in state schools.[254] Altogether at the 2011 census, of London's 1,624,768 population aged 0 to 15, 46.4 per cent were White, 19.8 per cent were Asian, 19 per cent were Black, 10.8 per cent were Mixed and 4 per cent represented another ethnic group.[255] In January 2005, a survey of London's ethnic and religious diversity claimed that there were more than 300 languages spoken in London and more than 50 non-indigenous communities with a population of more than 10,000.[256] Figures from the Office for National Statistics show that, in 2010[update], London's foreign-born population was 2,650,000 (33 per cent), up from 1,630,000 in 1997.
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The 2011 census showed that 36.7 per cent of Greater London's population were born outside the UK.[257] A portion of the German-born population are likely to be British nationals born to parents serving in the British Armed Forces in Germany.[258] Estimates produced by the Office for National Statistics indicate that the five largest foreign-born groups living in London in the period July 2009 to June 2010 were those born in India, Poland, the Republic of Ireland, Bangladesh and Nigeria.[259]
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According to the 2011 Census, the largest religious groupings are Christians (48.4 per cent), followed by those of no religion (20.7 per cent), Muslims (12.4 per cent), no response (8.5 per cent), Hindus (5.0 per cent), Jews (1.8 per cent), Sikhs (1.5 per cent), Buddhists (1.0 per cent) and other (0.6 per cent).
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London has traditionally been Christian, and has a large number of churches, particularly in the City of London. The well-known St Paul's Cathedral in the City and Southwark Cathedral south of the river are Anglican administrative centres,[261] while the Archbishop of Canterbury, principal bishop of the Church of England and worldwide Anglican Communion, has his main residence at Lambeth Palace in the London Borough of Lambeth.[262]
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Important national and royal ceremonies are shared between St Paul's and Westminster Abbey.[263] The Abbey is not to be confused with nearby Westminster Cathedral, which is the largest Roman Catholic cathedral in England and Wales.[264] Despite the prevalence of Anglican churches, observance is very low within the Anglican denomination. Church attendance continues on a long, slow, steady decline, according to Church of England statistics.[265]
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London is also home to sizeable Muslim, Hindu, Sikh, and Jewish communities.
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Notable mosques include the East London Mosque in Tower Hamlets, which is allowed to give the Islamic call to prayer through loudspeakers, the London Central Mosque on the edge of Regent's Park[266] and the Baitul Futuh of the Ahmadiyya Muslim Community. Following the oil boom, increasing numbers of wealthy Middle-Eastern Arab Muslims have based themselves around Mayfair, Kensington, and Knightsbridge in West London.[267][268][269] There are large Bengali Muslim communities in the eastern boroughs of Tower Hamlets and Newham.[270]
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Large Hindu communities are in the north-western boroughs of Harrow and Brent, the latter of which hosts what was, until 2006,[271] Europe's largest Hindu temple, Neasden Temple.[272] London is also home to 44 Hindu temples, including the BAPS Shri Swaminarayan Mandir London. There are Sikh communities in East and West London, particularly in Southall, home to one of the largest Sikh populations and the largest Sikh temple outside India.[273]
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The majority of British Jews live in London, with significant Jewish communities in Stamford Hill, Stanmore, Golders Green, Finchley, Hampstead, Hendon and Edgware in North London. Bevis Marks Synagogue in the City of London is affiliated to London's historic Sephardic Jewish community. It is the only synagogue in Europe which has held regular services continuously for over 300 years. Stanmore and Canons Park Synagogue has the largest membership of any single Orthodox synagogue in the whole of Europe, overtaking Ilford synagogue (also in London) in 1998.[274] The community set up the London Jewish Forum in 2006 in response to the growing significance of devolved London Government.[275]
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The accent of a 21st-century Londoner varies widely; what is becoming more and more common amongst the under-30s however is some fusion of Cockney with a whole array of ethnic accents, in particular Caribbean, which help to form an accent labelled Multicultural London English (MLE).[276] The other widely heard and spoken accent is RP (Received Pronunciation) in various forms, which can often be heard in the media and many of other traditional professions and beyond, although this accent is not limited to London and South East England, and can also be heard selectively throughout the whole UK amongst certain social groupings. Since the turn of the century the Cockney dialect is less common in the East End and has 'migrated' east to Havering and the county of Essex.[277][278]
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London's gross regional product in 2018 was almost £500 billion, around a quarter of UK GDP.[280] London has five major business districts: the City, Westminster, Canary Wharf, Camden & Islington and Lambeth & Southwark. One way to get an idea of their relative importance is to look at relative amounts of office space: Greater London had 27 million m2 of office space in 2001, and the City contains the most space, with 8 million m2 of office space. London has some of the highest real estate prices in the world.[281][282] London is the world's most expensive office market for the last three years according to world property journal (2015) report.[283] As of 2015[update] the residential property in London is worth $2.2 trillion – same value as that of Brazil's annual GDP.[284] The city has the highest property prices of any European city according to the Office for National Statistics and the European Office of Statistics.[285] On average the price per square metre in central London is €24,252 (April 2014). This is higher than the property prices in other G8 European capital cities; Berlin €3,306, Rome €6,188 and Paris €11,229.[286]
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London's finance industry is based in the City of London and Canary Wharf, the two major business districts in London. London is one of the pre-eminent financial centres of the world as the most important location for international finance.[287][288] London took over as a major financial centre shortly after 1795 when the Dutch Republic collapsed before the Napoleonic armies. For many bankers established in Amsterdam (e.g. Hope, Baring), this was only time to move to London. The London financial elite was strengthened by a strong Jewish community from all over Europe capable of mastering the most sophisticated financial tools of the time.[110] This unique concentration of talents accelerated the transition from the Commercial Revolution to the Industrial Revolution. By the end of the 19th century, Britain was the wealthiest of all nations, and London a leading financial centre. Still, as of 2016[update] London tops the world rankings on the Global Financial Centres Index (GFCI),[289] and it ranked second in A.T. Kearney's 2018 Global Cities Index.[290]
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London's largest industry is finance, and its financial exports make it a large contributor to the UK's balance of payments. Around 325,000 people were employed in financial services in London until mid-2007. London has over 480 overseas banks, more than any other city in the world. It is also the world's biggest currency trading centre, accounting for some 37 per cent of the $5.1 trillion average daily volume, according to the BIS.[291] Over 85 per cent (3.2 million) of the employed population of greater London works in the services industries. Because of its prominent global role, London's economy had been affected by the financial crisis of 2007–2008. However, by 2010 the City has recovered; put in place new regulatory powers, proceeded to regain lost ground and re-established London's economic dominance.[292] Along with professional services headquarters, the City of London is home to the Bank of England, London Stock Exchange, and Lloyd's of London insurance market.
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Over half of the UK's top 100 listed companies (the FTSE 100) and over 100 of Europe's 500 largest companies have their headquarters in central London. Over 70 per cent of the FTSE 100 are within London's metropolitan area, and 75 per cent of Fortune 500 companies have offices in London.[293]
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Media companies are concentrated in London and the media distribution industry is London's second most competitive sector.[294] The BBC is a significant employer, while other broadcasters also have headquarters around the City. Many national newspapers are edited in London. London is a major retail centre and in 2010 had the highest non-food retail sales of any city in the world, with a total spend of around £64.2 billion.[295] The Port of London is the second-largest in the United Kingdom, handling 45 million tonnes of cargo each year.[296]
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A growing number of technology companies are based in London notably in East London Tech City, also known as Silicon Roundabout. In April 2014, the city was among the first to receive a geoTLD.[297] In February 2014 London was ranked as the European City of the Future[298] in the 2014/15 list by FDi Magazine.[299]
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The gas and electricity distribution networks that manage and operate the towers, cables and pressure systems that deliver energy to consumers across the city are managed by National Grid plc, SGN[300] and UK Power Networks.[301]
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London is one of the leading tourist destinations in the world and in 2015 was ranked as the most visited city in the world with over 65 million visits.[302][303] It is also the top city in the world by visitor cross-border spending, estimated at US$20.23 billion in 2015.[304] Tourism is one of London's prime industries, employing the equivalent of 350,000 full-time workers in 2003,[305] and the city accounts for 54% of all inbound visitor spending in the UK.[306] As of 2016[update] London was the world top city destination as ranked by TripAdvisor users.[307]
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In 2015 the top most-visited attractions in the UK were all in London. The top 10 most visited attractions were: (with visits per venue)[308]
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The number of hotel rooms in London in 2015 stood at 138,769, and is expected to grow over the years.[309]
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Transport is one of the four main areas of policy administered by the Mayor of London,[311] however the mayor's financial control does not extend to the longer distance rail network that enters London. In 2007 he assumed responsibility for some local lines, which now form the London Overground network, adding to the existing responsibility for the London Underground, trams and buses. The public transport network is administered by Transport for London (TfL).
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The lines that formed the London Underground, as well as trams and buses, became part of an integrated transport system in 1933 when the London Passenger Transport Board or London Transport was created. Transport for London is now the statutory corporation responsible for most aspects of the transport system in Greater London, and is run by a board and a commissioner appointed by the Mayor of London.[312]
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London is a major international air transport hub with the busiest city airspace in the world. Eight airports use the word London in their name, but most traffic passes through six of these. Additionally, various other airports also serve London, catering primarily to general aviation flights.
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The London Underground, commonly referred to as the Tube, is the oldest[328] and third longest[329] metro system in the world. The system serves 270 stations[330] and was formed from several private companies, including the world's first underground electric line, the City and South London Railway.[331] It dates from 1863.[332]
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Over four million journeys are made every day on the Underground network, over 1 billion each year.[333] An investment programme is attempting to reduce congestion and improve reliability, including £6.5 billion (€7.7 billion) spent before the 2012 Summer Olympics.[334] The Docklands Light Railway (DLR), which opened in 1987, is a second, more local metro system using smaller and lighter tram-type vehicles that serve the Docklands, Greenwich and Lewisham.
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There are more than 360 railway stations in the London Travelcard Zones on an extensive above-ground suburban railway network. South London, particularly, has a high concentration of railways as it has fewer Underground lines. Most rail lines terminate around the centre of London, running into eighteen terminal stations, with the exception of the Thameslink trains connecting Bedford in the north and Brighton in the south via Luton and Gatwick airports.[335] London has Britain's busiest station by number of passengers – Waterloo, with over 184 million people using the interchange station complex (which includes Waterloo East station) each year.[336][337] Clapham Junction is the busiest station in Europe by the number of trains passing.
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With the need for more rail capacity in London, Crossrail is expected to open in 2021.[338] It will be a new railway line running east to west through London and into the Home Counties with a branch to Heathrow Airport.[339] It is Europe's biggest construction project, with a £15 billion projected cost.[340][341]
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London is the centre of the National Rail network, with 70 per cent of rail journeys starting or ending in London.[342] Like suburban rail services, regional and inter-city trains depart from several termini around the city centre, linking London with the rest of Britain including Birmingham, Brighton, Bristol, Cambridge, Cardiff, Chester, Derby, Holyhead (for Dublin), Edinburgh, Exeter, Glasgow, Leeds, Liverpool, Nottingham, Manchester, Newcastle upon Tyne, Norwich, Reading, Sheffield, York.
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Some international railway services to Continental Europe were operated during the 20th century as boat trains, such as the Admiraal de Ruijter to Amsterdam and the Night Ferry to Paris and Brussels. The opening of the Channel Tunnel in 1994 connected London directly to the continental rail network, allowing Eurostar services to begin. Since 2007, high-speed trains link St. Pancras International with Lille, Calais, Paris, Disneyland Paris, Brussels, Amsterdam and other European tourist destinations via the High Speed 1 rail link and the Channel Tunnel.[343] The first high-speed domestic trains started in June 2009 linking Kent to London.[344] There are plans for a second high speed line linking London to the Midlands, North West England, and Yorkshire.
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Although rail freight levels are far down compared to their height, significant quantities of cargo are also carried into and out of London by rail; chiefly building materials and landfill waste.[345] As a major hub of the British railway network, London's tracks also carry large amounts of freight for the other regions, such as container freight from the Channel Tunnel and English Channel ports, and nuclear waste for reprocessing at Sellafield.[345]
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London's bus network runs 24 hours a day, with about 8,500 buses, more than 700 bus routes and around 19,500 bus stops.[346][better source needed] In 2013, the network had more than 2 billion commuter trips per year, more than the Underground.[346][better source needed] Around £850 million is taken in revenue each year.[citation needed] London has the largest wheelchair-accessible network in the world[347] and, from the third quarter of 2007, became more accessible to hearing and visually impaired passengers as audio-visual announcements were introduced.[citation needed]
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London has a modern tram network, known as Tramlink, centred on Croydon in South London. The network has 39 stops and four routes, and carried 28 million people in 2013.[348][better source needed] Since June 2008, Transport for London has completely owned Tramlink.[349][better source needed]
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London's first only cable car is the Emirates Air Line, which opened in June 2012. The cable car crosses the River Thames, and links Greenwich Peninsula and the Royal Docks in the east of the city. It is integrated with London's Oyster Card ticketing system, although special fares are charged.[citation needed] It cost £60 million to build and carries more than 3,500 passengers every day. Similar to the Santander Cycles bike hire scheme, the cable car is sponsored in a 10-year deal by the airline Emirates.
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In the Greater London Area, around 650,000 people use a bike everyday.[350][better source needed] But out of a total population of
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around 8.8 million,[351] this means that just around 7% of Greater London's population use a bike on an average day.[352] This relatively low percentage of bicycle users may be due to the poor investments for cycling in London of about £110 million per year,[353] equating to around £12 per person, which can be compared to £22 in the Netherlands.[354]
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Cycling has become an increasingly popular way to get around London.[citation needed] The launch of a cycle hire scheme in July 2010 was successful and generally well received.[citation needed]
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The Port of London, once the largest in the world, is now only the second-largest in the United Kingdom, handling 45 million tonnes of cargo each year as of 2009.[296] Most of this cargo passes through the Port of Tilbury, outside the boundary of Greater London.[296]
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London has river boat services on the Thames known as Thames Clippers, which offers both commuter and tourist boat services.[355] These run every 20 minutes between Embankment Pier and North Greenwich Pier.[citation needed] The Woolwich Ferry, with 2.5 million passengers every year,[356] is a frequent service linking the North and South Circular Roads.
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Although the majority of journeys in central London are made by public transport, car travel is common in the suburbs. The inner ring road (around the city centre), the North and South Circular roads (just within the suburbs), and the outer orbital motorway (the M25, just outside the built-up area in most places) encircle the city and are intersected by a number of busy radial routes—but very few motorways penetrate into inner London. A plan for a comprehensive network of motorways throughout the city (the Ringways Plan) was prepared in the 1960s but was mostly cancelled in the early 1970s.[357] The M25 is the second-longest ring-road motorway in Europe at 117 mi (188 km) long.[358] The A1 and M1 connect London to Leeds, and Newcastle and Edinburgh.
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London is notorious for its traffic congestion; in 2009, the average speed of a car in the rush hour was recorded at 10.6 mph (17.1 km/h).[359]
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In 2003, a congestion charge was introduced to reduce traffic volumes in the city centre. With a few exceptions, motorists are required to pay to drive within a defined zone encompassing much of central London.[360] Motorists who are residents of the defined zone can buy a greatly reduced season pass.[361][362] The London government initially expected the Congestion Charge Zone to increase daily peak period Underground and bus users, reduce road traffic, increase traffic speeds, and reduce queues;[363] however, the increase in private for hire vehicles has affected these expectations. Over the course of several years, the average number of cars entering the centre of London on a weekday was reduced from 195,000 to 125,000 cars – a 35-per-cent reduction of vehicles driven per day.[364][365]
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London is a major global centre of higher education teaching and research and has the largest concentration of higher education institutes in Europe.[47] According to the QS World University Rankings 2015/16, London has the greatest concentration of top class universities in the world[366][367] and its international student population of around 110,000 is larger than any other city in the world.[368] A 2014 PricewaterhouseCoopers report termed London the global capital of higher education.[369]
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A number of world-leading education institutions are based in London. In the 2014/15 QS World University Rankings, Imperial College London is ranked joint-second in the world, University College London (UCL) is ranked fifth, and King's College London (KCL) is ranked 16th.[370][needs update] The London School of Economics has been described as the world's leading social science institution for both teaching and research.[371] The London Business School is considered one of the world's leading business schools and in 2015 its MBA programme was ranked second-best in the world by the Financial Times.[372] The city is also home to three of the world’s top ten performing arts schools (as ranked by the 2020 QS World University Rankings[373]): the Royal College of Music (ranking 2nd in the world), the Royal Academy of Music (ranking 4th) and the Guildhall School of Music and Drama (ranking 6th).
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With 178,735 students in London[374] and around 48,000 in University of London Worldwide[375], the federal University of London is the largest contact teaching university in the UK.[376] It includes five multi-faculty universities – City, King's College London, Queen Mary, Royal Holloway and UCL – and a number of smaller and more specialised institutions including Birkbeck, the Courtauld Institute of Art, Goldsmiths, the London Business School, the London School of Economics, the London School of Hygiene & Tropical Medicine, the Royal Academy of Music, the Central School of Speech and Drama, the Royal Veterinary College and the School of Oriental and African Studies.[377] Members of the University of London have their own admissions procedures, and most award their own degrees.
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A number of universities in London are outside the University of London system, including Brunel University, Imperial College London[note 7], Kingston University, London Metropolitan University,[378] University of East London, University of West London, University of Westminster, London South Bank University, Middlesex University, and University of the Arts London (the largest university of art, design, fashion, communication and the performing arts in Europe).[379] In addition there are three international universities in London – Regent's University London, Richmond, The American International University in London and Schiller International University.
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London is home to five major medical schools – Barts and The London School of Medicine and Dentistry (part of Queen Mary), King's College London School of Medicine (the largest medical school in Europe), Imperial College School of Medicine, UCL Medical School and St George's, University of London – and has many affiliated teaching hospitals. It is also a major centre for biomedical research, and three of the UK's eight academic health science centres are based in the city – Imperial College Healthcare, King's Health Partners and UCL Partners (the largest such centre in Europe).[380] Additionally, many biomedical and biotechnology spin out companies from these research institutions are based around the city, most prominently in White City.
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There are a number of business schools in London, including the London School of Business and Finance, Cass Business School (part of City University London), Hult International Business School, ESCP Europe, European Business School London, Imperial College Business School, the London Business School and the UCL School of Management. London is also home to many specialist arts education institutions, including the Academy of Live and Recorded Arts, Central School of Ballet, LAMDA, London College of Contemporary Arts (LCCA), London Contemporary Dance School, National Centre for Circus Arts, RADA, Rambert School of Ballet and Contemporary Dance, the Royal College of Art and Trinity Laban.
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The majority of primary and secondary schools and further-education colleges in London are controlled by the London boroughs or otherwise state-funded; leading examples include Ashbourne College, Bethnal Green Academy, Brampton Manor Academy, City and Islington College, City of Westminster College, David Game College, Ealing, Hammersmith and West London College, Leyton Sixth Form College, London Academy of Excellence, Tower Hamlets College, and Newham Collegiate Sixth Form Centre. There are also a number of private schools and colleges in London, some old and famous, such as City of London School, Harrow, St Paul's School, Haberdashers' Aske's Boys' School, University College School, The John Lyon School, Highgate School and Westminster School.
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Leisure is a major part of the London economy, with a 2003 report attributing a quarter of the entire UK leisure economy to London[381] at 25.6 events per 1000 people.[382] Globally the city is amongst the big four fashion capitals of the world, and according to official statistics, London is the world's third-busiest film production centre, presents more live comedy than any other city,[383] and has the biggest theatre audience of any city in the world.[384]
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Within the City of Westminster in London, the entertainment district of the West End has its focus around Leicester Square, where London and world film premieres are held, and Piccadilly Circus, with its giant electronic advertisements.[385] London's theatre district is here, as are many cinemas, bars, clubs, and restaurants, including the city's Chinatown district (in Soho), and just to the east is Covent Garden, an area housing speciality shops. The city is the home of Andrew Lloyd Webber, whose musicals have dominated the West End theatre since the late 20th century.[386] The United Kingdom's Royal Ballet, English National Ballet, Royal Opera, and English National Opera are based in London and perform at the Royal Opera House, the London Coliseum, Sadler's Wells Theatre, and the Royal Albert Hall, as well as touring the country.[387]
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Islington's 1 mile (1.6 km) long Upper Street, extending northwards from Angel, has more bars and restaurants than any other street in the United Kingdom.[388] Europe's busiest shopping area is Oxford Street, a shopping street nearly 1 mile (1.6 km) long, making it the longest shopping street in the UK. Oxford Street is home to vast numbers of retailers and department stores, including the world-famous Selfridges flagship store.[389] Knightsbridge, home to the equally renowned Harrods department store, lies to the south-west.
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London is home to designers Vivienne Westwood, Galliano, Stella McCartney, Manolo Blahnik, and Jimmy Choo, among others; its renowned art and fashion schools make it an international centre of fashion alongside Paris, Milan, and New York City. London offers a great variety of cuisine as a result of its ethnically diverse population. Gastronomic centres include the Bangladeshi restaurants of Brick Lane and the Chinese restaurants of Chinatown.[390]
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There is a variety of annual events, beginning with the relatively new New Year's Day Parade, a fireworks display at the London Eye; the world's second largest street party, the Notting Hill Carnival, is held on the late August Bank Holiday each year. Traditional parades include November's Lord Mayor's Show, a centuries-old event celebrating the annual appointment of a new Lord Mayor of the City of London with a procession along the streets of the City, and June's Trooping the Colour, a formal military pageant performed by regiments of the Commonwealth and British armies to celebrate the Queen's Official Birthday.[391] The Boishakhi Mela is a Bengali New Year festival celebrated by the British Bangladeshi community. It is the largest open-air Asian festival in Europe. After the Notting Hill Carnival, it is the second-largest street festival in the United Kingdom attracting over 80,000 visitors from across the country.[392]
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London has been the setting for many works of literature. The pilgrims in Geoffrey Chaucer's late 14th-century Canterbury Tales set out for Canterbury from London – specifically, from the Tabard inn, Southwark. William Shakespeare spent a large part of his life living and working in London; his contemporary Ben Jonson was also based there, and some of his work, most notably his play The Alchemist, was set in the city.[393] A Journal of the Plague Year (1722) by Daniel Defoe is a fictionalisation of the events of the 1665 Great Plague.[393]
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The literary centres of London have traditionally been hilly Hampstead and (since the early 20th century) Bloomsbury. Writers closely associated with the city are the diarist Samuel Pepys, noted for his eyewitness account of the Great Fire; Charles Dickens, whose representation of a foggy, snowy, grimy London of street sweepers and pickpockets has been a major influence on people's vision of early Victorian London; and Virginia Woolf, regarded as one of the foremost modernist literary figures of the 20th century.[393] Later important depictions of London from the 19th and early 20th centuries are Dickens' novels, and Arthur Conan Doyle's Sherlock Holmes stories.[393] Also of significance is Letitia Elizabeth Landon's Calendar of the London Seasons (1834). Modern writers pervasively influenced by the city include Peter Ackroyd, author of a "biography" of London, and Iain Sinclair, who writes in the genre of psychogeography.
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London has played a significant role in the film industry. Major studios within or bordering London include Twickenham, Ealing, Shepperton, Pinewood, Elstree and Borehamwood,[394] and a special effects and post-production community centred in Soho. Working Title Films has its headquarters in London.[395] London has been the setting for films including Oliver Twist (1948), Scrooge (1951), Peter Pan (1953), The 101 Dalmatians (1961), My Fair Lady (1964), Mary Poppins (1964), Blowup (1966), The Long Good Friday (1980), The Great Mouse Detective (1986), Notting Hill (1999), Love Actually (2003), V For Vendetta (2005), Sweeney Todd: The Demon Barber of Fleet Street (2008) and The King's Speech (2010). Notable actors and filmmakers from London include; Charlie Chaplin, Alfred Hitchcock, Michael Caine, Helen Mirren, Gary Oldman, Christopher Nolan, Jude Law, Benedict Cumberbatch, Tom Hardy, Keira Knightley and Daniel Day-Lewis. As of 2008[update], the British Academy Film Awards have taken place at the Royal Opera House. London is a major centre for television production, with studios including BBC Television Centre, The Fountain Studios and The London Studios. Many television programmes have been set in London, including the popular television soap opera EastEnders, broadcast by the BBC since 1985.
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London is home to many museums, galleries, and other institutions, many of which are free of admission charges and are major tourist attractions as well as playing a research role. The first of these to be established was the British Museum in Bloomsbury, in 1753. Originally containing antiquities, natural history specimens, and the national library, the museum now has 7 million artefacts from around the globe. In 1824, the National Gallery was founded to house the British national collection of Western paintings; this now occupies a prominent position in Trafalgar Square.
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The British Library is one of the largest libraries in the world, and the national library of the United Kingdom.[396] There are many other research libraries, including the Wellcome Library and Dana Centre, as well as university libraries, including the British Library of Political and Economic Science at LSE, the Central Library at Imperial, the Maughan Library at King's, and the Senate House Libraries at the University of London.[397][398]
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In the latter half of the 19th century the locale of South Kensington was developed as "Albertopolis", a cultural and scientific quarter. Three major national museums are there: the Victoria and Albert Museum (for the applied arts), the Natural History Museum, and the Science Museum. The National Portrait Gallery was founded in 1856 to house depictions of figures from British history; its holdings now comprise the world's most extensive collection of portraits.[399] The national gallery of British art is at Tate Britain, originally established as an annexe of the National Gallery in 1897. The Tate Gallery, as it was formerly known, also became a major centre for modern art; in 2000, this collection moved to Tate Modern, a new gallery housed in the former Bankside Power Station.
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London is one of the major classical and popular music capitals of the world and hosts major music corporations, such as Universal Music Group International and Warner Music Group, as well as countless bands, musicians and industry professionals. The city is also home to many orchestras and concert halls, such as the Barbican Arts Centre (principal base of the London Symphony Orchestra and the London Symphony Chorus), Cadogan Hall (Royal Philharmonic Orchestra) and the Royal Albert Hall (The Proms).[387] London's two main opera houses are the Royal Opera House and the London Coliseum.[387] The UK's largest pipe organ is at the Royal Albert Hall. Other significant instruments are at the cathedrals and major churches. Several conservatoires are within the city: Royal Academy of Music, Royal College of Music, Guildhall School of Music and Drama and Trinity Laban.
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London has numerous venues for rock and pop concerts, including the world's busiest indoor venue, The O2 Arena[400] and Wembley Arena, as well as many mid-sized venues, such as Brixton Academy, the Hammersmith Apollo and the Shepherd's Bush Empire.[387] Several music festivals, including the Wireless Festival, South West Four, Lovebox, and Hyde Park's British Summer Time are all held in London.[401] The city is home to the original Hard Rock Cafe and the Abbey Road Studios, where The Beatles recorded many of their hits. In the 1960s, 1970s and 1980s, musicians and groups like Elton John, Pink Floyd, Cliff Richard, David Bowie, Queen, The Kinks, The Rolling Stones, The Who, Eric Clapton, Led Zeppelin, The Small Faces, Iron Maiden, Fleetwood Mac, Elvis Costello, Cat Stevens, The Police, The Cure, Madness, The Jam, Ultravox, Spandau Ballet, Culture Club, Dusty Springfield, Phil Collins, Rod Stewart, Adam Ant, Status Quo and Sade, derived their sound from the streets and rhythms of London.[402]
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London was instrumental in the development of punk music,[403] with figures such as the Sex Pistols, The Clash,[402] and Vivienne Westwood all based in the city. More recent artists to emerge from the London music scene include George Michael's Wham!, Kate Bush, Seal, the Pet Shop Boys, Bananarama, Siouxsie and the Banshees, Bush, the Spice Girls, Jamiroquai, Blur, McFly, The Prodigy, Gorillaz, Bloc Party, Mumford & Sons, Coldplay, Amy Winehouse, Adele, Sam Smith, Ed Sheeran, Paloma Faith, Ellie Goulding, One Direction and Florence and the Machine.[404][405][406] London is also a centre for urban music. In particular the genres UK garage, drum and bass, dubstep and grime evolved in the city from the foreign genres of hip hop and reggae, alongside local drum and bass. Music station BBC Radio 1Xtra was set up to support the rise of local urban contemporary music both in London and in the rest of the United Kingdom.
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The Royal Albert Hall hosts concerts and musical events.
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Abbey Road Studios, 3 Abbey Road, St John's Wood, City of Westminster
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A 2013 report by the City of London Corporation said that London is the "greenest city" in Europe with 35,000 acres of public parks, woodlands and gardens.[407] The largest parks in the central area of London are three of the eight Royal Parks, namely Hyde Park and its neighbour Kensington Gardens in the west, and Regent's Park to the north.[408] Hyde Park in particular is popular for sports and sometimes hosts open-air concerts. Regent's Park contains London Zoo, the world's oldest scientific zoo, and is near Madame Tussauds Wax Museum.[409][410] Primrose Hill, immediately to the north of Regent's Park, at 256 feet (78 m)[411] is a popular spot from which to view the city skyline.
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Close to Hyde Park are smaller Royal Parks, Green Park and St. James's Park.[412] A number of large parks lie outside the city centre, including Hampstead Heath and the remaining Royal Parks of Greenwich Park to the southeast[413] and Bushy Park and Richmond Park (the largest) to the southwest,[414][415] Hampton Court Park is also a royal park, but, because it contains a palace, it is administered by the Historic Royal Palaces, unlike the eight Royal Parks.[416]
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Close to Richmond Park is Kew Gardens which has the world's largest collection of living plants. In 2003, the gardens were put on the UNESCO list of World Heritage Sites.[417] There are also parks administered by London's borough Councils, including Victoria Park in the East End and Battersea Park in the centre. Some more informal, semi-natural open spaces also exist, including the 320-hectare (790-acre) Hampstead Heath of North London,[418] and Epping Forest, which covers 2,476 hectares (6,118 acres)[419] in the east. Both are controlled by the City of London Corporation.[420][421] Hampstead Heath incorporates Kenwood House, a former stately home and a popular location in the summer months when classical musical concerts are held by the lake, attracting thousands of people every weekend to enjoy the music, scenery and fireworks.[422]
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Epping Forest is a popular venue for various outdoor activities, including mountain biking, walking, horse riding, golf, angling, and orienteering.[423]
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Walking is a popular recreational activity in London. Areas that provide for walks include Wimbledon Common, Epping Forest, Hampton Court Park, Hampstead Heath, the eight Royal Parks, canals and disused railway tracks.[424] Access to canals and rivers has improved recently, including the creation of the Thames Path, some 28 miles (45 km) of which is within Greater London, and The Wandle Trail; this runs 12 miles (19 km) through South London along the River Wandle, a tributary of the River Thames.[425]
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Other long distance paths, linking green spaces, have also been created, including the Capital Ring, the Green Chain Walk, London Outer Orbital Path ("Loop"), Jubilee Walkway, Lea Valley Walk, and the Diana, Princess of Wales Memorial Walk.[426]
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Aerial view of Hyde Park
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St. James's Park lake with the London Eye in the distance
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The River Wandle, Carshalton, in the London Borough of Sutton
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London has hosted the Summer Olympics three times: in 1908, 1948, and 2012,[427][428] making it the first city to host the modern Games three times.[51] The city was also the host of the British Empire Games in 1934.[429] In 2017, London hosted the World Championships in Athletics for the first time.[430]
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London's most popular sport is football and it has five clubs in the English Premier League as of the 2019–20 season: Arsenal, Chelsea, Crystal Palace, Tottenham Hotspur, and West Ham United.[431] Other professional teams in London are Fulham, Queens Park Rangers, Brentford, Millwall, Charlton Athletic, AFC Wimbledon, Leyton Orient, Barnet, Sutton United, Bromley and Dagenham & Redbridge.
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From 1924, the original Wembley Stadium was the home of the English national football team. It hosted the 1966 FIFA World Cup Final, with England defeating West Germany, and served as the venue for the FA Cup Final as well as rugby league's Challenge Cup final.[432] The new Wembley Stadium serves exactly the same purposes and has a capacity of 90,000.[433]
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Two Aviva Premiership rugby union teams are based in London, Saracens and Harlequins.[434] London Scottish, London Welsh and London Irish play in the RFU Championship club and other rugby union clubs in the city include Richmond F.C., Rosslyn Park F.C., Westcombe Park R.F.C. and Blackheath F.C.. Twickenham Stadium in south-west London hosts home matches for the England national rugby union team and has a capacity of 82,000 now that the new south stand has been completed.[435]
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While rugby league is more popular in the north of England, there are two professional rugby league clubs in London – the London Broncos in the second-tier RFL Championship, who play at the Trailfinders Sports Ground in West Ealing, and the third-tier League 1 team, the London Skolars from Wood Green, Haringey.
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One of London's best-known annual sports competitions is the Wimbledon Tennis Championships, held at the All England Club in the south-western suburb of Wimbledon.[436] Played in late June to early July, it is the oldest tennis tournament in the world, and widely considered the most prestigious.[437][438][439]
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London has two Test cricket grounds, Lord's (home of Middlesex C.C.C.) in St John's Wood[440] and the Oval (home of Surrey C.C.C.) in Kennington.[441] Lord's has hosted four finals of the Cricket World Cup, and is known as the Home of Cricket.[442] Other key events are the annual mass-participation London Marathon, in which some 35,000 runners attempt a 26.2 miles (42.2 km) course around the city,[443] and the University Boat Race on the River Thames from Putney to Mortlake.[444]
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Wembley Stadium, home of the England football team, has a 90,000 capacity. It is the UK's biggest stadium.
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Twickenham, home of the England rugby union team, has an 82,000 capacity, the world's largest rugby union stadium.
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Centre Court at Wimbledon. First played in 1877, the Championships is the oldest tennis tournament in the world.[445]
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London transport portal
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The cheetah (Acinonyx jubatus) is a large cat native to Africa and central Iran. It is the fastest land animal, capable of running at 80 to 128 km/h (50 to 80 mph), and as such has several adaptations for speed, including a light build, long thin legs and a long tail. Cheetahs typically reach 67–94 cm (26–37 in) at the shoulder, and the head-and-body length is between 1.1 and 1.5 m (3.6 and 4.9 ft). Adults typically weigh between 20 and 65 kg (44 and 143 lb). Its head is small, rounded, and has a short snout and black tear-like facial streaks. The coat is typically tawny to creamy white or pale buff and is mostly covered with evenly spaced, solid black spots. Four subspecies are recognised.
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More gregarious than many other cats, the cheetah has three main social groups—females and their cubs, male "coalitions" and solitary males. While females lead a nomadic life searching for prey in large home ranges, males are more sedentary and may instead establish much smaller territories in areas with plentiful prey and access to females. The cheetah is active mainly during the day and hunting is its major preoccupation, with peaks during dawn and dusk. It feeds on small- to medium-sized prey, mostly weighing under 40 kg (88 lb), and prefers medium-sized ungulates such as impala, springbok and Thomson's gazelles. The cheetah will typically stalk its prey to within 60–70 m (200–230 ft), charge towards it, trip it during the chase and bite its throat to suffocate it to death. Breeding occurs throughout the year; after a gestation of nearly three months a litter of typically three to five cubs is born; cheetah cubs are highly vulnerable to predation by other large carnivores such as hyenas and lions. Weaning happens at around four months, and cubs are independent by around 20 months of age.
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The cheetah occurs in a variety of habitats such as savannahs in the Serengeti, arid mountain ranges in the Sahara and hilly desert terrain in Iran. The cheetah is threatened by several factors such as habitat loss, conflict with humans, poaching and high susceptibility to diseases. Earlier ranging throughout most of Sub-Saharan Africa and extending eastward into the Middle East up to the Indian subcontinent, the cheetah is now distributed mainly in small, fragmented populations in central Iran and southern, eastern and northwestern Africa. In 2016, the global cheetah population was estimated at around 7,100 individuals in the wild; it is listed as Vulnerable on the IUCN Red List. In the past, cheetahs used to be tamed and trained for hunting ungulates. They have been widely depicted in art, literature, advertising, and animation.
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The vernacular name "cheetah" is derived from Hindustani, which today is split into Hindi: चीता (cītā) and Urdu: چیتا (chītā),[4] which in turn comes from Sanskrit: चित्रय (cītra) meaning variegated, adorned or painted.[5] In the past, cheetahs were often called "hunting leopards" because they could be tamed and used as hunting companions.[6] The generic name Acinonyx probably derives from the combination of two Greek words: ἁκινητος (akinitos) meaning unmoved or motionless, and ὄνυξ (onyx) meaning nail or hoof.[7] A rough translation would be "immobile nails", a reference to the cheetah's limited ability to retract its claws.[8] A similar meaning can be obtained by the combination of the Greek prefix a– (implying a lack of) and κῑνέω (kīnéō) meaning to move or set in motion.[9] A few old generic names such as Cynailurus and Cynofelis allude to the similarities between the cheetah and canids.[10] The specific name jubatus is Latin for "crested", in reference to the long hair on the nape.[11]
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In 1777, Johann Christian Daniel von Schreber described the cheetah based on a skin from the Cape of Good Hope and gave it the scientific name Felis jubatus.[12] Joshua Brookes proposed the generic name Acinonyx in 1828.[13] In 1917, Reginald Innes Pocock placed the cheetah in a subfamily of its own, Acinonychinae,[14] given its striking morphological resemblance to the greyhound as well as significant deviation from typical felid features; the cheetah was classified in Felinae in later taxonomic revisions.[15]
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In the 19th and 20th centuries, several cheetah specimens were described; some were proposed as subspecies. An example is the South African specimen known as the "woolly cheetah", named for its notably dense fur—this was described as a new species (Felis lanea) by Philip Sclater in 1877,[16] but the classification was mostly disputed.[17] There has been considerable confusion in the nomenclature of cheetahs and leopards (Panthera pardus) as authors often confused the two; some considered "hunting leopards" an independent species, or equal to the leopard.[18][19]
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In 1975, five subspecies were considered valid taxa: A. j. hecki, A. j. jubatus, A. j. raineyi, A. j. soemmeringii and A. j. venaticus.[20] In 2011, a phylogeographic study found minimal genetic variation between A. j. jubatus and A. j. raineyi; only four subspecies were identified.[21] In 2017, the Cat Classification Task Force of the IUCN Cat Specialist Group revised felid taxonomy and recognised these four subspecies as valid. Their details are tabulated below:[20][22]
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Lynx
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Acinonyx jubatus (Cheetah)
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Puma concolor (Cougar)
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Herpailurus yagouaroundi (Jaguarundi)
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Felis
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Otocolobus
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Prionailurus
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The cheetah's closest relatives are the cougar (Puma concolor) and the jaguarundi (Herpailurus yagouaroundi).[20] Together, these three species form the Puma lineage, one of the eight lineages of the extant felids; the Puma lineage diverged from the rest 6.7 mya. The sister group of the Puma lineage is a clade of smaller Old World cats that includes the genera Felis, Otocolobus and Prionailurus.[31]
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The oldest cheetah fossils, excavated in eastern and southern Africa, date to 3.5–3 mya; the earliest known specimen from South Africa is from the lowermost deposits of the Silderberg Grotto (Sterkfontein).[3][9] Though incomplete, these fossils indicate forms larger but less cursorial than the modern cheetah.[32] Fossil remains from Europe are limited to a few Middle Pleistocene specimens from Hundsheim (Austria) and Mosbach Sands (Germany).[33] Cheetah-like cats are known from as late as 10,000 years ago from the Old World. The giant cheetah (A. pardinensis), significantly larger and slower compared to the modern cheetah, occurred in Eurasia and eastern and southern Africa in the Villafranchian period roughly 3.8–1.9 mya.[15][34] In the Middle Pleistocene a smaller cheetah, A. intermedius, ranged from Europe to China.[3] The modern cheetah appeared in Africa around 1.9 mya; its fossil record is restricted to Africa.[32]
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Extinct North American cheetah-like cats had historically been classified in Felis, Puma or Acinonyx; two such species, F. studeri and F. trumani, were considered to be closer to the puma than the cheetah, despite their close similarities to the latter. Noting this, palaeontologist Daniel Adams proposed Miracinonyx, a new subgenus under Acinonyx, in 1979 for the North American cheetah-like cats;[35] this was later elevated to genus rank.[36] Adams pointed out that North American and Old World cheetah-like cats may have had a common ancestor, and Acinonyx might have originated in North America instead of Eurasia.[35] However, subsequent research has shown that Miracinonyx is phylogenetically closer to the cougar than the cheetah;[37] the similarities to cheetahs have been attributed to convergent evolution.[31]
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The three species of the Puma lineage may have had a common ancestor during the Miocene (roughly 8.25 mya).[35][38] Some suggest that North American cheetahs possibly migrated to Asia via the Bering Strait, then dispersed southward to Africa through Eurasia at least 100,000 years ago;[39][40][41] some authors have expressed doubt over the occurrence of cheetah-like cats in North America, and instead suppose the modern cheetah to have evolved from Asian populations that eventually spread to Africa.[37][42] The cheetah is thought to have experienced two population bottlenecks that greatly decreased the genetic variability in populations; one occurred about 100,000 years ago that has been correlated to migration from North America to Asia, and the second 10,000–12,000 years ago in Africa, possibly as part of the Late Pleistocene extinction event.[40][43][44]
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The diploid number of chromosomes in the cheetah is 38, the same as in most other felids.[45] The cheetah was the first felid observed to have unusually low genetic variability among individuals,[46] which has led to poor breeding in captivity, increased spermatozoal defects, high juvenile mortality and increased susceptibility to diseases and infections.[47][48] A prominent instance was the deadly feline coronavirus outbreak in a cheetah breeding facility of Oregon in 1983 which had a mortality rate of 60%—higher than that recorded for previous epizootics of feline infectious peritonitis in any felid.[49] The remarkable homogeneity in cheetah genes has been demonstrated by experiments involving the major histocompatibility complex (MHC); unless the MHC genes are highly homogeneous in a population, skin grafts exchanged between a pair of unrelated individuals would be rejected. Skin grafts exchanged between unrelated cheetahs are accepted well and heal, as if their genetic makeup were the same.[50][51]
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The king cheetah is a variety of cheetah with a rare mutation for cream-coloured fur marked with large, blotchy spots and three dark, wide stripes extending from the neck to the tail.[52] Natives knew the animal as nsuifisi, believing it to be a cross between a leopard and a hyena.[53] In 1926 Major A. Cooper wrote about a cheetah-like animal he had shot near modern-day Harare, with fur as thick as that of a snow leopard and spots that merged to form stripes. He suggested it could be a cross between a leopard and a cheetah. As more such individuals were observed it was seen that they had non-retractable claws like the cheetah.[54][55]
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In 1927 Pocock described these individuals as a new species by the name of Acinonyx rex ("king cheetah").[55] However, in the absence of proof to support his claim, he withdrew his proposal in 1939. Abel Chapman considered it a colour morph of the normally spotted cheetah.[56] Since 1927 the king cheetah has been reported five more times in the wild in Zimbabwe, Botswana and northern Transvaal; one was photographed in 1975.[53]
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In 1981 two female cheetahs that had mated with a wild male from Transvaal at the De Wildt Cheetah and Wildlife Centre (South Africa) gave birth to one king cheetah each; subsequently, more king cheetahs were born at the Centre.[56] In 2012 the cause of this coat pattern was found to be a mutation in the gene for transmembrane aminopeptidase (Taqpep), the same gene responsible for the striped "mackerel" versus blotchy "classic" pattern seen in tabby cats.[57] The appearance is caused by reinforcement of a recessive allele; hence if two mating cheetahs carry the mutated allele, a quarter of their offspring can be expected to be king cheetahs.[58]
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The cheetah is a lightly built, spotted cat characterised by a small rounded head, a short snout, black tear-like facial streaks, a deep chest, long thin legs and a long tail. Its slender, canine-like form is highly adapted for speed, and contrasts sharply with the robust build of the big cats (genus Panthera).[10][59] Cheetahs typically reach 67–94 cm (26–37 in) at the shoulder and the head-and-body length is between 1.1 and 1.5 m (3.6 and 4.9 ft).[9][60][61] The weight can vary with age, health, location, sex and subspecies; adults typically range between 20 and 65 kg (44 and 143 lb). Cubs born in the wild weigh 150–300 g (5.3–10.6 oz) at birth, while those born in captivity tend to be larger and weigh around 500 g (18 oz).[10][58][60] Cheetahs are sexually dimorphic, with males larger and heavier than females, but not to the extent seen in other large cats.[61][62][63] Studies differ significantly on morphological variations among the subspecies.[63]
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The coat is typically tawny to creamy white or pale buff (darker in the mid-back portion).[9][60] The chin, throat and underparts of the legs and the belly are white and devoid of markings. The rest of the body is covered with around 2,000 evenly spaced, oval or round solid black spots, each measuring roughly 3–5 cm (1.2–2.0 in).[58][64][65] Each cheetah has a distinct pattern of spots which can be used to identify unique individuals.[61] Besides the clearly visible spots, there are other faint, irregular black marks on the coat.[64] Newly born cubs are covered in fur with an unclear pattern of spots that gives them a dark appearance—pale white above and nearly black on the underside.[10] The hair is mostly short and often coarse, but the chest and the belly are covered in soft fur; the fur of king cheetahs has been reported to be silky.[9][66] There is a short, rough mane, covering at least 8 cm (3.1 in) along the neck and the shoulders; this feature is more prominent in males. The mane starts out as a cape of long, loose blue to grey hair in juveniles.[58][66] Melanistic cheetahs are rare and have been seen in Zambia and Zimbabwe.[64] In 1877–1878, Sclater described two partially albino specimens from South Africa.[58]
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The head is small and more rounded compared to the big cats.[67] Saharan cheetahs have canine-like slim faces.[64] The ears are small, short and rounded; they are tawny at the base and on the edges and marked with black patches on the back. The eyes are set high and have round pupils.[61] The whiskers, shorter and fewer than those of other felids, are fine and inconspicuous.[68] The pronounced tear streaks (or malar stripes), unique to the cheetah, originate from the corners of the eyes and run down the nose to the mouth. The role of these streaks is not well understood—they may protect the eyes from the sun's glare (a helpful feature as the cheetah hunts mainly during the day), or they could be used to define facial expressions.[64] The exceptionally long and muscular tail, with a bushy white tuft at the end, measures 60–80 cm (24–31 in).[69] While the first two-thirds of the tail are covered in spots, the final third is marked with four to six dark rings or stripes.[58][65]
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The cheetah is superficially similar to the leopard, but the leopard has rosettes instead of spots and lacks tear streaks.[62][70] Moreover, the cheetah is slightly taller than the leopard. The serval resembles the cheetah in physical build, but is significantly smaller, has a shorter tail and its spots fuse to form stripes on the back.[71] The cheetah appears to have evolved convergently with canids in morphology as well as behaviour; it has canine-like features such as a relatively long snout, long legs, a deep chest, tough paw pads and blunt, semi-retractable claws.[72][73] The cheetah has often been likened to the greyhound, as both have similar morphology and the ability to reach tremendous speeds in a shorter time than other mammals,[66][69] but the cheetah can attain higher maximum speeds.[74]
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Sharply contrasting with the big cats in its morphology, the cheetah shows several adaptations for prolonged chases to catch prey at some of the fastest recorded speeds.[75] Its light, streamlined body makes it well-suited to short, explosive bursts of speed, rapid acceleration, and an ability to execute extreme changes in direction while moving at high speed.[76][77][78] The large nasal passages, accommodated well due to the smaller size of the canine teeth, ensure fast flow of sufficient air, and the enlarged heart and lungs allow the enrichment of blood with oxygen in a short time. This allows cheetahs to rapidly regain their stamina after a chase.[3] During a typical chase, their respiratory rate increases from 60 to 150 breaths per minute.[79] Moreover, the reduced viscosity of the blood at higher temperatures (common in frequently moving muscles) could ease blood flow and increase oxygen transport.[80] While running, in addition to having good traction due to their semi-retractable claws, cheetahs use their tail as a rudder-like means of steering that enables them to make sharp turns, necessary to outflank antelopes which often change direction to escape during a chase.[58][67] The protracted claws increase grip over the ground, while paw pads make the sprint more convenient over tough ground. The limbs of the cheetah are longer than what is typical for other cats its size; the thigh muscles are large, and the tibia and fibula are held close together making the lower legs less likely to rotate. This reduces the risk of losing balance during runs, but compromises the ability to climb. The highly reduced clavicle is connected through ligaments to the scapula, whose pendulum-like motion increases the stride length and assists in shock absorption. The extension of the vertebral column can add as much as 76 cm (30 in) to the stride length.[81][82]
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The cheetah resembles the smaller cats in cranial features, and in having a long and flexible spine, as opposed to the stiff and short one in other large felids.[3] The roughly triangular skull has light, narrow bones and the sagittal crest is poorly developed, possibly to reduce weight and enhance speed. The mouth can not be opened as widely as in other cats given the shorter length of muscles between the jaw and the skull.[58][62] A study suggested that the limited retraction of the cheetah's claws may result from the earlier truncation of the development of the middle phalanx bone in cheetahs.[75]
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The cheetah has a total of 30 teeth; the dental formula is 3.1.3.13.1.2.1. The sharp, narrow carnassials are larger than those of leopards and lions, suggesting the cheetah can consume larger amount of food in a given time period. The small, flat canines are used to bite the throat and suffocate the prey. A study gave the bite force quotient (BFQ) of the cheetah as 119, close to that for the lion (112), suggesting that adaptations for a lighter skull may not have reduced the power of the cheetah's bite.[3][10] Unlike other cats, the cheetah's canines have no gap behind them when the jaws close, as the top and bottom cheek teeth show extensive overlap; this equips the upper and lower teeth to effectively tear through the meat. The slightly curved claws, shorter as well as straighter than those of other cats, lack a protective sheath and are partly retractable.[58][61] The claws are blunt due to lack of protection,[64] but the large and strongly curved dewclaw is remarkably sharp.[83] Cheetahs have a high concentration of nerve cells arranged in a band in the centre of the eyes (a visual streak), the most efficient among felids. This significantly sharpens the vision and enables the cheetah to swiftly locate prey against the horizon.[59][84] The cheetah is unable to roar due to the presence of a sharp-edged vocal fold within the larynx.[3][85]
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The cheetah is the fastest land animal.[86][87][88][89][90] Estimates of the maximum speed attained range from 80 to 128 km/h (50 to 80 mph).[58][61][91][92] A commonly quoted value is 112 km/h (70 mph), recorded in 1957, but this measurement is disputed.[93] In 2012, an 11-year-old cheetah (named Sarah) from the Cincinnati Zoo set a world record by running 100 m (330 ft) in 5.95 seconds over a set run, recording a maximum speed of 98 km/h (61 mph).[94]
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Contrary to the common belief that cheetahs hunt by simply chasing its prey at high speeds, the findings of two studies in 2013 observing hunting cheetahs using GPS collars show that cheetahs hunt at speeds much lower than the highest recorded for them during most of the chase, interspersed with a few short bursts (lasting only seconds) when they attain peak speeds. In one of the studies, the average speed recorded during the high speed phase was 53.64 km/h (33.3 mph), or within the range 41.4–65.88 km/h (25.7–40.9 mph) including error. The highest recorded value was 93.24 km/h (57.9 mph). The researchers suggested that a hunt consists of two phases—an initial fast acceleration phase when the cheetah tries to catch up with the prey, followed by slowing down as it closes in on it, the deceleration varying by the prey in question. The peak acceleration observed was 2.5 m (8.2 ft) per square second, while the peak deceleration value was 7.5 m (25 ft) per square second. Speed and acceleration values for a hunting cheetah may be different from those for a non-hunter because while engaged in the chase, the cheetah is more likely to be twisting and turning and may be running through vegetation.[95][96] The speeds attained by the cheetah may be only slightly greater than those achieved by the pronghorn at 88.5 km/h (55.0 mph)[97] and the springbok at 88 km/h (55 mph),[98] but the cheetah additionally has an exceptional acceleration.[99]
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One stride of a galloping cheetah measures 4 to 7 m (13 to 23 ft); the stride length and the number of jumps increases with speed.[58] During more than half the duration of the sprint, the cheetah has all four limbs in the air, increasing the stride length.[100] Running cheetahs can retain up to 90% of the heat generated during the chase. A 1973 study suggested the length of the sprint is limited by excessive build-up of body heat when the body temperature reaches 40–41 °C (104–106 °F). However, a 2013 study recorded the average temperature of cheetahs after hunts to be 38.6 °C (101.5 °F), suggesting high temperatures need not cause hunts to be abandoned.[101][102]
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Cheetahs are active mainly during the day,[66] whereas other carnivores such as leopards and lions are active mainly at night;[62][99] These larger carnivores can kill cheetahs and steal their kills;[58] hence, the diurnal tendency of cheetahs helps them avoid larger predators in areas where they are sympatric, such as the Okavango Delta. In areas where the cheetah is the major predator (such as farmlands in Botswana and Namibia), activity tends to increase at night. This may also happen in highly arid regions such as the Sahara, where daytime temperatures can reach 43 °C (109 °F). The lunar cycle can also influence the cheetah's routine—activity might increase on moonlit nights as prey can be sighted easily, though this comes with the danger of encountering larger predators.[58][103] Hunting is the major activity throughout the day, with peaks during dawn and dusk.[64] Groups rest in grassy clearings after dusk. Cheetahs often inspect their vicinity at observation points such as elevations to check for prey or larger carnivores; even while resting, they take turns at keeping a lookout.[58]
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Cheetahs have a flexible and complex social structure and tend to be more gregarious than several other cats (except the lion). Individuals typically avoid one another but are generally amicable; males may fight over territories or access to females in oestrus, and on rare occasions such fights can result in severe injury and death. Females are not social and have minimal interaction with other individuals, barring the interaction with males when they enter their territories or during the mating season. Some females, generally mother and offspring or siblings, may rest beside one another during the day. Females tend to lead a solitary life or live with offspring in undefended home ranges; young females often stay close to their mothers for life but young males leave their mother's range to live elsewhere.[58][61][64]
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Some males are territorial, and group together for life forming coalitions that collectively defend a territory which ensures maximum access to females—this is unlike the behaviour of the male lion who mates with a particular group (pride) of females. In most cases, a coalition will consist of brothers born in the same litter who stayed together after weaning, but biologically unrelated males are often allowed into the group; in the Serengeti 30% members in coalitions are unrelated males.[64] Males in a coalition are affectionate toward each other, grooming mutually and calling out if any member is lost; unrelated males may face some aversion in their initial days in the group. All males in the coalition typically have equal access to kills when the group hunts together, and possibly also to females who may enter their territory.
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[104] If a cub is the only male in a litter he will typically join an existing group, or form a small group of solitary males with two or three other lone males who may or may not be territorial. In the Kalahari Desert around 40% of the males live in solitude. A coalition generally has a greater chance of encountering and acquiring females for mating, however, its large membership demands greater resources than do solitary males.[61][64] A 1987 study showed that solitary and grouped males have a nearly equal chance of coming across females, but the males in coalitions are notably healthier and have better chances of survival than their solitary counterparts.[105]
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Unlike many other felids, among cheetahs, females tend to occupy larger areas compared to males.[61] Females typically disperse over large areas in pursuit of prey, but they are less nomadic and roam in a smaller area if prey availability in the area is high. As such, the size of their home range depends on the distribution of prey in a region. In central Namibia, where most prey species are sparsely distributed, home ranges average 554–7,063 km2 (214–2,727 sq mi), whereas in the woodlands of the Phinda Game Reserve (South Africa), which have plentiful prey, home ranges are 34–157 km2 (13–61 sq mi) in size.[64] Cheetahs can travel long stretches overland in search of food; a study in the Kalahari Desert recorded an average displacement of nearly 11 km (6.8 mi) every day and walking speeds ranged between 2.5 and 3.8 km/h (1.6 and 2.4 mph).[103]
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Males are generally less nomadic than females; often males in coalitions (and sometimes solitary males staying far from coalitions) establish territories.[58][61] Whether males settle in territories or disperse over large areas forming home ranges depends primarily on the movements of females. Territoriality is preferred only if females tend to be more sedentary, which is more feasible in areas with plenty of prey. Some males, called floaters, switch between territoriality and nomadism depending on the availability of females.[64] A 1987 study showed territoriality depended on the size and age of males and the membership of the coalition.[105] The ranges of floaters averaged 777 km2 (300 sq mi) in the Serengeti to 1,464 km2 (565 sq mi) in central Namibia. In the Kruger National Park (South Africa) territories were much smaller. A coalition of three males occupied a territory measuring 126 km2 (49 sq mi), and the territory of a solitary male measured 195 km2 (75 sq mi).[64] When a female enters a territory, the males will surround her; if she tries to escape, the males will bite or snap at her. Generally, the female can not escape on her own; the males themselves leave after they lose interest in her. They may smell the spot she was sitting or lying on to determine if she was in oestrus.[104]
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The cheetah is a vocal felid with a broad repertoire of calls and sounds; the acoustic features and the use of many of these have been studied in detail.[106] The vocal characteristics, such as the way they are produced, are often different from those of other cats.[107] For instance, a study showed that exhalation is louder than inhalation in cheetahs, while no such distinction was observed in the domestic cat.[108][109] Listed below are some commonly recorded vocalisations observed in cheetahs:
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Another major means of communication is by scent—the male will often investigate urine-marked places (territories or common landmarks) for a long time by crouching on his forelegs and carefully smelling the place. Then he will stand close to an elevated spot (such as tree trunks, stumps or rocks) with the tail raised, and the penis pointed at the area to be marked; other observing individuals might repeat the ritual. Females may also show marking behaviour but less prominently than males do. Among females, those in oestrus will show maximum urine-marking, and their excrement can attract males from far off. In Botswana, cheetahs are frequently captured by ranchers to protect livestock by setting up traps in traditional marking spots; the calls of the trapped cheetah can attract more cheetahs to the place.[66][61]
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Touch and visual cues are other ways of signalling in cheetahs. Social meetings involve mutual sniffing of the mouth, anus and genitals. Individuals will groom one another, lick each other's faces and rub cheeks. However, they seldom lean on or rub their flanks against each other. The tear streaks on the face can sharply define expressions at close range. Mothers probably use the alternate light and dark rings on the tail to signal their cubs to follow them.[66]
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The cheetah is a carnivore that hunts small to medium-sized prey weighing 20 to 60 kg (44 to 132 lb), but mostly less than 40 kg (88 lb). Its primary prey are medium-sized ungulates. They are the major component of the diet in certain areas, such as Dama and Dorcas gazelles in the Sahara, impala in the eastern and southern African woodlands, springbok in the arid savannas to the south and Thomson's gazelle in the Serengeti. Smaller antelopes like the common duiker are a frequent prey in the southern Kalahari. Larger ungulates are typically avoided, though nyala, whose males weigh around 120 kg (260 lb), were found to be the major prey in a study in the Phinda Game Reserve. In Namibia cheetahs are the major predators of livestock.[9][58][114] The diet of the Asiatic cheetah consists of livestock as well as chinkara, desert hare, goitered gazelle, urial and wild goats; in India cheetahs used to prey mostly on blackbuck.[64][115] There are no records of cheetahs killing humans.[64][62] Cheetahs in the Kalahari have been reported feeding on citron melons for their water content.[64] Prey preferences and hunting success vary with the age, sex and number of cheetahs involved in the hunt and on the vigilance of the prey. Generally only groups of cheetahs (coalitions or mother and cubs) will try to kill larger prey; mothers with cubs especially look out for larger prey and tend to be more successful than females without cubs. Individuals on the periphery of the prey herd are common targets; vigilant prey which would react quickly on seeing the cheetah are not preferred.[45][58][116]
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Cheetahs hunt primarily throughout the day, sometimes with peaks at dawn and dusk; they tend to avoid larger predators like the primarily nocturnal lion.[64] Cheetahs in the Sahara and Maasai Mara (Kenya) hunt after sunset to escape the high temperatures of the day.[117] Cheetahs use their vision to hunt instead of their sense of smell; they keep a lookout for prey from resting sites or low branches. The cheetah will stalk its prey, trying to conceal itself in cover, and approach as close as possible, often within 60 to 70 m (200 to 230 ft) of the prey (or even farther for less alert prey). Alternatively the cheetah can lie hidden in cover and wait for the prey to come nearer. A stalking cheetah assumes a partially crouched posture, with the head lower than the shoulders; it will move slowly and be still at times. In areas of minimal cover the cheetah will approach within 200 m (660 ft) of the prey and start the chase. The chase typically lasts a minute; in a 2013 study, the length of chases averaged 173 m (568 ft), and the longest run measured 559 m (1,834 ft). The cheetah can give up the chase if it is detected by the prey early or if it can not make a kill quickly. Cheetahs kill their prey by tripping it during the chase by hitting its rump with the forepaw or using the strong dewclaw to knock the prey off its balance, bringing it down with much force and sometimes even breaking some of its limbs.[58][66] Cheetahs can decelerate dramatically towards the end of the hunt, slowing down from 93 km/h (58 mph) to 23 km/h (14 mph) in just three strides, and can easily follow any twists and turns the prey makes as it tries to flee.[64] To kill medium- to large-sized prey, the cheetah bites the prey's throat to suffocate it, maintaining the bite for around five minutes, within which the prey stops struggling. A bite on the nape of the neck or the snout (and sometimes on the skull) suffices to kill smaller prey.[58][66] Cheetahs have an average hunting success rate of 25–40%, higher for smaller and more vulnerable prey.[64][79]
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Once the hunt is over, the prey is taken near a bush or under a tree; the cheetah, highly exhausted after the chase, rests beside the kill and pants heavily for five to 55 minutes. Meanwhile cheetahs nearby, who did not take part in the hunt, might feed on the kill immediately. Groups of cheetah devour the kill peacefully, though minor noises and snapping may be observed.[58] Cheetahs can consume large quantities of food; a cheetah at the Etosha National Park (Namibia) was found to consume as much as 10 kilograms (22 lb) within two hours.[118] However, on a daily basis, a cheetah feeds on around 4 kg (8.8 lb) meat.[66] Cheetahs, especially mothers with cubs, remain cautious even as they eat, pausing to look around for fresh prey or for predators who may steal the kill.[119] Cheetahs move their heads from side to side so the sharp carnassial teeth tear the flesh, which can then be swallowed without chewing. They typically begin with the hindquarters, and then progress toward the abdomen and the spine. Ribs are chewed on at the ends, and the limbs are not generally torn apart while eating. Unless the prey is very small, the skeleton is left almost intact after feeding on the meat. Cheetahs might lose 10−15% of their kills to large carnivores such as hyenas and lions (and grey wolves in Iran). To defend itself or its prey, a cheetah will hold its body low to the ground and snarl with its mouth wide open, the eyes staring threateningly ahead and the ears folded backward. This may be accompanied by moans, hisses and growls, and hitting the ground with the forepaws.[66] Cheetahs have rarely been observed scavenging kills; this may be due to vultures and spotted hyena adroitly capturing and consuming heavy carcasses within a short time.[58][120]
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Cheetahs are induced ovulators and can breed throughout the year. Females can have their first litter at two to three years of age. Polyestrous, females have an oestrus ("heat") cycle 12– days long on average, but this can vary broadly from three days to a month. A female can conceive again after 17 to 20 months from giving birth, or even sooner if a whole litter is lost. Males can breed at less than two years of age in captivity, but this may be delayed in the wild until the male acquires a territory.[3][66][104][121] A 2007 study showed that females who gave birth to more litters early in their life often died younger, indicating a trade-off between longevity and yearly reproductive success.[122]
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Urine-marking in males can become more pronounced when a female in their vicinity comes into oestrus. Males, sometimes even those in coalitions, fight among one another to secure access to the female.[123] Often one male will eventually win dominance over the others and mate with the female, though a female can mate with different males.[124] Mating begins with the male approaching the female, who lies down on the ground; individuals often chirp, purr or yelp at this time. No courtship behaviour is observed; the male immediately secures hold of the female's nape, and copulation takes place. The pair then ignore each other, but meet and copulate a few more times three to five times a day for the next two to three days before finally parting ways.[3][66][125]
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After a gestation of nearly three months, a litter of one to eight cubs is born (though those of three to four cubs are more common). Births take place at 20–25 minute intervals in a sheltered place such as thick vegetation. The eyes are shut at birth, and open in four to 11 days. Newborn cubs might spit a lot and make soft churring noises; they start walking by two weeks. Their nape, shoulders and back are thickly covered with long bluish grey hair, called a mantle, which gives them a mohawk-type appearance; this fur is shed as the cheetah grows older.[66][15] A study suggested that this mane gives a cheetah cub the appearance of a honey badger, and could act as camouflage from attacks by these badgers or predators that tend to avoid them.[126] Compared to other felids, cheetah cubs are highly vulnerable to several predators during the first few weeks of their life.[127][128] Mothers keep their cubs hidden in dense vegetation for the first two months and nurse in the early morning. The mother is extremely vigilant at this stage; she stays within 1 km (0.62 mi) of the lair, frequently visits her cubs, moves them every five to six days, and remains with them after dark. Though she tries to make minimal noise she usually can not defend her litter from these predators. Predation is the leading cause of mortality in cheetah cubs; a study showed that in areas with a low density of predators (such as Namibian farmlands) around 70% of the cubs make it beyond the age of 14 months, whereas in areas like the Serengeti National Park, where several large carnivores exist, the survival rate was just 17%. Deaths also occur from starvation if their mothers abandon them, fires, or pneumonia because of exposure to bad weather.[66][104] Generation length of the cheetah is six years.[129]
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Cubs start coming out of the lair at two months of age, trailing after their mother wherever she goes. At this point the mother nurses less and brings solid food to the cubs; they retreat away from the carcass in fear initially, but gradually start eating it. The cubs might purr as the mother licks them clean after the meal. Weaning occurs at four to six months. To train her cubs in hunting, the mother will catch and let go of live prey in front of her cubs.[104] Cubs' play behaviour includes chasing, crouching, pouncing and wrestling; there is plenty of agility, and attacks are seldom lethal.[66][104] Playing can improve catching skills in cubs, though the ability to crouch and hide may not develop remarkably.[130] Cubs as young as six months try to capture small prey like hares and young gazelles. However, they may have to wait until as long as 15 months of age to make a successful kill on their own. At around 20 months, offspring become independent; mothers might have conceived again by then. Siblings may remain together for a few more months before parting ways. While females stay close to their mothers, males move farther off.[66][104][131] The lifespan of wild cheetahs is 14 to 15 years for females, and their reproductive cycle typically ends by 12 years of age; males generally live as long as ten years.[1]
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Cheetahs appear to be less selective in habitat choice than other felids and inhabit a variety of ecosystems; areas with greater availability of prey, good visibility and minimal chances of encountering larger predators are preferred. They seldom occur in tropical forests. Cheetahs have been reported at elevations as high as 4,000 m (13,000 ft). An open area with some cover, such as diffused bushes, is probably ideal for the cheetah because it needs to stalk and pursue its prey over a distance. This also minimises the risk of encountering larger carnivores. Unlike the big cats, the cheetah tends to occur in low densities typically between 0.3 and 3.0 adults per 100 km2 (39 sq mi)—these values are 10–30% of those reported for leopards and lions.[1][103]
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Cheetahs in eastern and southern Africa occur mostly in savannas like the Kalahari and Serengeti. In central, northern and western Africa cheetahs inhabit arid mountain ranges and valleys; in the harsh climate of the Sahara, cheetahs prefer high mountains, which receive more rainfall than the surrounding desert. The vegetation and water resources in these mountains supports antelopes. Iranian cheetahs occur in hilly terrain of deserts at elevations up to 2,000–3,000 m (6,600–9,800 ft), where annual precipitation is generally below 100 mm (3.9 in); the primary vegetation in these areas is thinly distributed shrubs, less than 1 m (3.3 ft) tall.[1][64][103]
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In prehistoric times, the cheetah was distributed throughout Africa, Asia and Europe.[58] It gradually fell to extinction in Europe, possibly because of competition with the lion.[15] Today the cheetah has been extirpated in most of its historical range; the numbers of the Asiatic cheetah had begun plummeting since the late 1800s, long before the other subspecies started their decline. As of 2017, cheetahs occur in just nine per cent of their erstwhile range in Africa, mostly in unprotected areas.[26]
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In the past until the mid-20th century, the cheetah ranged across vast stretches in Asia, from the Arabian Peninsula in the west to the Indian subcontinent in the east, and as far north as the Aral and Caspian Seas.[132] A few centuries ago the cheetah was abundant in India, and its range coincided with the distribution of major prey like the blackbuck.[58] However, its numbers in India plummeted from the 19th century onward; Divyabhanusinh of the Bombay Natural History Society notes that the last three individuals in the wild were killed by Maharaja Ramanuj Pratap Singh of Surguja (a man also noted for holding a record for shooting 1,360 tigers) in 1947.[133][134] The last confirmed sighting in India was of a cheetah that drowned in a well near Hyderabad in 1957.[135] In Iran there were around 400 cheetahs before World War II, distributed across deserts and steppes to the east and the borderlands with Iraq to the west; the numbers were falling because of a decline in prey. In Iraq, cheetahs were reported from Basra in the 1920s. Conservation efforts in the 1950s stabilised the population, but prey species declined again in the wake of the Iranian Revolution (1979) and the Iran–Iraq War (1980–1988), leading to a significant contraction of the cheetah's historical range in the region.[26][136]
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The first survey of cheetah populations in Africa by Norman Myers in 1975 estimated a population of 15,000 individuals throughout Sub-Saharan Africa. The range covered most of eastern and southern Africa, except for the desert region on the western coast of modern-day Angola and Namibia.[137] In the following years, as their natural habitat has been modified dramatically, cheetah populations across the region have become smaller and more fragmented.[138]
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The cheetah occurs mostly in eastern and southern Africa; its presence in Asia is limited to the central deserts of Iran, though there have been unconfirmed reports of sightings in Afghanistan, Iraq and Pakistan in the last few decades.[1][26] The global population of cheetahs was estimated at nearly 7,100 individuals in 2016. The Iranian population appears to have decreased from 60 to 100 individuals in 2007 to 43 in 2016, distributed in three subpopulations over less than 150,000 km2 (58,000 sq mi) in Iran's central plateau.[24][139] The largest population (nearly 4,000 individuals) is sparsely distributed over Angola, Botswana, Mozambique, Namibia, South Africa and Zambia. Another population, spread in Kenya and Tanzania, comprises 1,000 individuals. All other cheetahs occur in small, fragmented groups (mostly less than 100 individuals in each) throughout the range. Populations are feared to be declining, especially those of adults.[24] The cheetah was reintroduced in Malawi in 2017.[140]
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The cheetah is threatened by several factors, like habitat loss and fragmentation of populations. Habitat loss is caused mainly by the introduction of commercial land use, such as agriculture and industry;[1] it is further aggravated by ecological degradation, like bush encroachment common in southern Africa.[141][142] Moreover, the species apparently requires a sizeable area to live in as indicated by its low population densities. Shortage of prey and conflict with other species such as humans and large carnivores are other major threats.[1][143] The cheetah appears to be less capable of coexisting with humans than the leopard.[144] With 76% of its range consisting of unprotected land, the cheetah is often targeted by farmers and pastoralists who attempt to protect their livestock, especially in Namibia.[145] Illegal wildlife trade and trafficking is another problem in some places (like Ethiopia). Some tribes, like the Maasai people in Tanzania, have been reported to use cheetah skins in ceremonies.[6][32] Roadkill is another threat, especially in areas where roads have been constructed near natural habitat or protected areas. Cases of roadkill involving cheetahs have been reported from Kalmand, Touran National Park, and Bafq in Iran.[1] The reduced genetic variability makes cheetahs more vulnerable to diseases;[48] however, the threat posed by infectious diseases may be minor, given the low population densities and hence a reduced chance of infection.[1]
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The cheetah has been classified as Vulnerable by the IUCN; it is listed under Appendix I of the CMS and Appendix I of CITES.[1] The Endangered Species Act enlists the cheetah as Endangered.[2]
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Until the 1970s, cheetahs and other carnivores were frequently killed to protect livestock in Africa. Gradually the understanding of cheetah ecology increased and their falling numbers became a matter of concern. The De Wildt Cheetah and Wildlife Centre was set up in 1971 in South Africa to provide care for wild cheetahs regularly trapped or injured by Namibian farmers.[6] By 1987, the first major research project to outline cheetah conservation strategies was underway.[146] The Cheetah Conservation Fund, founded in 1990 in Namibia, put efforts into field research and education about cheetahs on the global platform.[6] The CCF runs a cheetah genetics laboratory, the only one of its kind, in Otjiwarongo (Namibia);[147] "Bushblok" is an initiative to restore habitat systematically through targeted bush thinning and biomass utilisation.[141][148] Several more cheetah-specific conservation programmes have since been established, like Cheetah Outreach in South Africa.[6]
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The Global Cheetah Action Plan Workshop in 2002 laid emphasis on the need for a rangewide survey of wild cheetahs to demarcate areas for conservation efforts and on creating awareness through training programs.[149] The Range Wide Conservation Program for Cheetah and African Wild Dogs (RWCP) began in 2007 as a joint initiative of the IUCN Cat and Canid Specialist Groups, the Wildlife Conservation Society and the Zoological Society of London. National conservation plans have been developed successfully for several African countries.[150][151] In 2014, the CITES Standing Committee recognised the cheetah as a "species of priority" in their strategies in northeastern Africa to counter wildlife trafficking.[152] In December 2016 the results of an extensive survey detailing the distribution and demography of cheetahs throughout the range were published; the researchers recommended listing the cheetah as Endangered on the IUCN Red List.[24]
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In 2001 the Iranian government collaborated with the CCF, the IUCN, Panthera Corporation, UNDP and the Wildlife Conservation Society on the Conservation of Asiatic Cheetah Project (CACP) to protect the natural habitat of the Asiatic cheetah and its prey.[153][154] In 2004, the Iranian Centre for Sustainable Development (CENESTA) conducted an international workshop to discuss conservation plans with local stakeholders.[6] Iran declared 31 August as National Cheetah Day in 2006.[155] The Iranian Cheetah Strategic Planning meet in 2010 formulated a five-year conservation plan for Asiatic cheetahs.[6] The CACP Phase II was implemented in 2009, and the third phase was drafted in 2018.[156]
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During the early 2000s scientists from the Centre for Cellular and Molecular Biology (Hyderabad) proposed a plan to clone Asiatic cheetahs from Iran for reintroduction in India, but Iran denied the proposal.[157] In September 2009, the then Minister of Environment and Forests, Jairam Ramesh, assigned the Wildlife Trust of India and the Wildlife Institute of India with examining the potential of importing African cheetahs to India.[158] The report, submitted in 2010, suggested that the Kuno Wildlife Sanctuary and Nauradehi Wildlife Sanctuary in Madhya Pradesh and Shahgarh Landscape in Rajasthan had a high potential to support reintroduced cheetah populations due to their broad area and high prey density.[159][160] However, plans for reintroduction were stalled in May 2012 by the Supreme Court of India because of a political dispute and concerns over introducing a non-native species to the country. Opponents stated the plan was "not a case of intentional movement of an organism into a part of its native range".[161][162] On 28 January 2020, the Supreme Court allowed the central government to introduce cheetahs to a suitable habitat in India on an experimental basis to see if they can adapt to it.[163][164]
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The cheetah shows little aggression toward humans, and can be tamed easily, as it has been since antiquity.[15] The earliest known depictions of the cheetah are from the Chauvet Cave in France, dating back to 32,000–26,000 BC.[165] According to historians such as Heinz Friederichs and Burchard Brentjes, the cheetah was first tamed in Sumer and this gradually spread out to central and northern Africa, from where it reached India. The evidence for this is mainly pictorial; for instance, a Sumerian seal dating back to c. 3000 BC, featuring a long-legged leashed animal has fuelled speculation that the cheetah might have been first tamed in Sumer. However, Thomas Allsen argues that the depicted animal might be a large dog.[166] Other historians, such as Frederick Zeuner, have opined that ancient Egyptians were the first to tame the cheetah, from where it gradually spread into central Asia, Iran and India.[167]
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In comparison, theories of the cheetah's taming in Egypt are stronger and include timelines proposed on this basis.[167] Mafdet, one of the ancient Egyptian deities worshiped during the First Dynasty (3100–2900 BC), was sometimes depicted as a cheetah. Ancient Egyptians believed the spirits of deceased pharaohs were taken away by cheetahs.[165] Reliefs in the Deir el-Bahari temple complex tell of an expedition by Egyptians to the Land of Punt during the reign of Hatshepsut (1507–1458 BC) that fetched, among other things, animals called "panthers". During the New Kingdom (16th to 11th centuries BC), cheetahs were common pets for royalty, who adorned them with ornate collars and leashes.[167] The Egyptians would use their dogs to bring the concealed prey out in the open, after which a cheetah would be set upon it to kill it. Rock carvings depicting cheetahs dating back to 2000–6000 years ago have been found in Twyfelfontein; little else has been discovered in connection to the taming of cheetahs (or other cats) in southern Africa.[165]
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Hunting cheetahs are known in pre-Islamic Arabic art from Yemen.[168] Hunting with cheetahs became more prevalent toward the seventh century AD. In the Middle East, the cheetah would accompany the nobility to hunts in a special seat on the back of the saddle. Taming was an elaborate process and could take a year to complete.[165] The Romans may have referred to the cheetah as the leopardos (λεοπάρδος) or leontopardos (λεοντόπαρδος), believing it to be a hybrid between a leopard and a lion because of the mantle seen in cheetah cubs and the difficulty of breeding them in captivity.[169] A Roman hunting cheetah is depicted in a 4th century mosaic from Lod, Israel.[170] Cheetahs continued to be used into the Byzantine period of the Roman empire, with "hunting leopards" being mentioned in the Cynegetica (283/284 AD).[169][171][172]
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In eastern Asia, records are confusing as regional names for the leopard and the cheetah may be used interchangeably. The earliest depiction of cheetahs from eastern Asia dates back to the Tang dynasty (7th to 10th centuries AD); paintings depict tethered cheetahs and cheetahs mounted on horses. Chinese emperors would use cheetahs, as well as caracals, as gifts. In the 13th and the 14th centuries, the Yuan rulers bought numerous cheetahs from the western parts of the empire and from Muslim merchants. According to the Ming Shilu, the subsequent Ming dynasty (14th to 17th centuries) continued this practice.[167] Tomb figurines from the Mongol empire, dating back to the reign of Kublai Khan (1260–1294 BC), represent cheetahs on horseback.[165] The Mughal ruler Akbar the Great (1556–1605 AD) is said to have kept as many as 1000 khasa (imperial) cheetahs.[79][165] His son Jahangir wrote in his memoirs, Tuzk-e-Jahangiri, that only one of them gave birth.[167] Mughal rulers trained cheetahs as well as caracals in a similar way as the western Asians, and used them to hunt game (especially blackbuck). The rampant hunting severely affected the populations of wild animals in India; by 1927, cheetahs had to be imported from Africa.[165]
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The first cheetah to be brought into captivity in a zoo was at the Zoological Society of London in 1829. Early captive cheetahs showed a high mortality rate, with an average lifespan of 3–4 years. After trade of wild cheetahs was delimited by the enforcement of CITES in 1975, more efforts were put into breeding in captivity; in 2014 the number of captive cheetahs worldwide was estimated at around 1730 individuals, with 87% born in captivity.[6][173]
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Mortality under captivity is generally high; in 2014, 23% of the captive cheetahs worldwide died under one year of age, mostly within a month of birth.[173] Deaths result from several reasons—stillbirths, birth defects, cannibalism, hypothermia, neglect of cubs by mothers, and infectious diseases.[174] Compared to other felids, cheetahs need specialised care because of their higher vulnerability to stress-induced diseases; this has been attributed to their low genetic variability and factors of captive life.[175] Common diseases of cheetahs include feline herpesvirus, feline infectious peritonitis, gastroenteritis, glomerulosclerosis, leukoencephalopathy, myelopathy, nephrosclerosis and veno-occlusive disease.[175][176] High density of cheetahs in a place, closeness to other large carnivores in enclosures, improper handling, exposure to public and frequent movement between zoos can be sources of stress for cheetahs. Recommended management practices for cheetahs include spacious and ample access to outdoors, stress minimisation by exercise and limited handling, and following proper hand-rearing protocols (especially for pregnant females).[177]
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Cheetahs are poor breeders in captivity, while wild individuals are far more successful;[178] this has also been linked to increased stress levels in captive individuals.[175] In a study in Serengeti, females were found to have a 95% success rate in breeding, compared to 20% recorded for North American captive cheetahs in another study.[121][179] On 26 November 2017, a female cheetah named Bingwa gave birth to eight cubs in the St. Louis Zoo, setting a record for the most births recorded by the Association of Zoos and Aquariums.[180][181] A 2013 study suggested that replication of social groups observed in the wild, like coalitions, could improve chances of successful mating in captive males.[182]
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The cheetah has been widely portrayed in a variety of artistic works. In Bacchus and Ariadne, an oil painting by the 16th-century Italian painter Titian, the chariot of the Greek god Dionysus (Bacchus) is depicted as being drawn by two cheetahs. The cheetahs in the painting were previously considered to be leopards.[183] In 1764 English painter George Stubbs commemorated the gifting of a cheetah to George III by the English Governor of Madras, Sir George Pigot in his painting Cheetah with Two Indian Attendants and a Stag. The painting depicts a cheetah, hooded and collared by two Indian servants, along with a stag it was supposed to prey upon.[184][185] The 1896 painting The Caress, by the 19th-century Belgian symbolist painter Fernand Khnopff, is a representation of the myth of Oedipus and the Sphinx. It portrays a creature with a woman's head and a cheetah's body (often misidentified as a leopard's).[186]
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The Bill Thomas Cheetah American sports/racing car, a Chevrolet-based coupe first designed and driven in 1963, was an attempt to challenge Carroll Shelby's Shelby Cobra in American sports car competition of the 1960s era. Because only two dozen or fewer chassis were built, with only a dozen complete cars, the Cheetah was never homologated for competition beyond prototype status; its production ended in 1966.[187]
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A variety of literature mentions the cheetah. In 1969 author Joy Adamson, of Born Free fame, wrote The Spotted Sphinx, a biography of her pet cheetah Pippa.[188] Hussein, An Entertainment, a novel by Patrick O'Brian set in the British Raj period in India, illustrates the practice of royalty keeping and training cheetahs to hunt antelopes.[189] The book How It Was with Dooms tells the true story of a family raising an orphaned cheetah cub named Dooms in Kenya. The 2005 film Duma was based loosely on this book.[190][191]
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The cheetah has often been featured in marketing and animation. In 1986, Frito-Lay introduced Chester Cheetah, an anthropomorphic cheetah, as the mascot for their snack food Cheetos.[192][193] The first release of Apple Inc.'s Mac OS X, the Mac OS X 10.0, was code-named "Cheetah"; the subsequent versions released before 2013 were all named after cats.[194] The animated series ThunderCats had a character named "Cheetara", an anthropomorphic cheetah, voiced by Lynne Lipton.[195] Comic book superheroine Wonder Woman's chief adversary is Dr. Barbara Ann Minerva, alias The Cheetah.[196]
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Two cheetahs are depicted standing upright and supporting a crown in the coat of arms of the Free State (South Africa).[197]
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Archduke Franz Ferdinand Carl Ludwig Joseph Maria of Austria (18 December 1863 – 28 June 1914) was the heir presumptive to the throne of Austria-Hungary.[1] His assassination in Sarajevo is considered the most immediate cause of World War I.
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Franz Ferdinand was the eldest son of Archduke Karl Ludwig of Austria, the younger brother of Emperor Franz Joseph I. Following the suicide of Crown Prince Rudolf in 1889 and the death of Karl Ludwig in 1896, Franz Ferdinand became the heir presumptive to the Austro-Hungarian throne. His courtship of Sophie Chotek, a lady-in-waiting, caused conflict within the imperial household, and their morganatic marriage in 1900 was only allowed after he renounced his descendants' rights to the throne. Franz Ferdinand held significant influence over the military, and in 1913 he was appointed inspector general of the Austro-Hungarian armed forces.
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On 28 June 1914, Franz Ferdinand and his wife were assassinated in Sarajevo by the 19-year-old Gavrilo Princip, a member of Young Bosnia. Franz Ferdinand's assassination led to the July Crisis and precipitated Austria-Hungary's declaration of war against Serbia, which in turn triggered a series of events that eventually led to Austria-Hungary's allies and Serbia's allies declaring war on each other, starting World War I.[2][3][4]
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Franz Ferdinand was born in Graz, Austria, the eldest son of Archduke Karl Ludwig of Austria (the younger brother of Franz Joseph and Maximilian) and of his second wife, Princess Maria Annunciata of Bourbon-Two Sicilies. In 1875, when he was eleven years old, his cousin Francis V, Duke of Modena died, naming Franz Ferdinand his heir on condition that he add the name "Este" to his own. Franz Ferdinand thus became one of the wealthiest men in Austria.[citation needed]
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In 1889, Franz Ferdinand's life changed dramatically. His cousin Crown Prince Rudolf committed suicide at his hunting lodge in Mayerling.[5] This left Franz Ferdinand's father, Karl Ludwig, as first in line to the throne. Karl Ludwig died of typhoid fever in 1896.[6] Henceforth, Franz Ferdinand was groomed to succeed to the throne.[citation needed]
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Despite this burden, he did manage to find time for travel and personal pursuits, such as his circumnavigation of the world between 1892 and 1893. After visiting India he spent time hunting kangaroos and emus in Australia in 1893,[7] then travelled on to Nouméa, New Hebrides, Solomon Islands, New Guinea, Sarawak, Hong Kong and Japan.[8] After sailing across the Pacific on the RMS Empress of China from Yokohama to Vancouver[9] he crossed the United States and returned to Europe.
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The Archduke and his wife visited England in the autumn of 1913, spending a week with George V and Queen Mary at Windsor Castle before going to stay for another week with the Duke of Portland at Welbeck Abbey, Nottinghamshire, where they arrived on 22 November. He attended a service at the local Catholic church in Worksop and the Duke and Archduke went game shooting on the Welbeck estate when, according to the Duke's memoirs, Men, Women and Things:
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One of the loaders fell down. This caused both barrels of the gun he was carrying to be discharged, the shot passing within a few feet of the archduke and myself. I have often wondered whether the Great War might not have been averted, or at least postponed, had the archduke met his death there and not in Sarajevo the following year.[10]
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Franz Ferdinand had a fondness for trophy hunting that was excessive even by the standards of European nobility of this time.[11] In his diaries he kept track of an estimated 300,000 game kills, 5,000 of which were deer. About 100,000 trophies were on exhibit at his Bohemian castle at Konopiště[12][13] which he also stuffed with various antiquities, his other great passion.[14]
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Franz Ferdinand, like most males in the ruling Habsburg line, entered the Austro-Hungarian Army at a young age. He was frequently and rapidly promoted, given the rank of lieutenant at age fourteen, captain at twenty-two, colonel at twenty-seven, and major general at thirty-one.[15] While never receiving formal staff training, he was considered eligible for command and at one point briefly led the primarily Hungarian 9th Hussar Regiment.[16] In 1898 he was given a commission "at the special disposition of His Majesty" to make inquiries into all aspects of the military services and military agencies were commanded to share their papers with him.[17]
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He also held honorary ranks in the Austro-Hungarian Navy, and received the rank of Admiral at the close of the Austro-Hungarian naval maneuvers in September 1902.[18]
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Franz Ferdinand exerted influence on the armed forces even when he did not hold a specific command through a military chancery that produced and received documents and papers on military affairs. This was headed by Alexander Brosch von Aarenau and eventually employed a staff of sixteen.[17] His authority was reinforced in 1907 when he secured the retirement of the Emperor's confidant Friedrich von Beck-Rzikowsky as Chief of the General Staff. Beck's successor, Franz Conrad von Hötzendorf, was personally selected by Franz Ferdinand.[19]
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Franz in 1913, as heir-presumptive to the elderly emperor, had been appointed inspector general of all the armed forces of Austria-Hungary (Generalinspektor der gesamten bewaffneten Macht), a position superior to that previously held by Archduke Albrecht and including presumed command in wartime.[20]
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In 1894 Franz Ferdinand met Countess Sophie Chotek, a lady-in-waiting to Archduchess Isabella, wife of Archduke Friedrich, Duke of Teschen.[21] Franz began to visit Archduke Friedrich's villa in Pressburg (now Bratislava), and in turn Sophie wrote to Franz Ferdinand during his convalescence from tuberculosis on the island of Lošinj in the Adriatic. They kept their relationship a secret,[22] until it was discovered by Isabella herself.
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To be eligible to marry a member of the imperial House of Habsburg, one had to be a member of one of the reigning or formerly reigning dynasties of Europe. The Choteks were not one of these families. Deeply in love, Franz Ferdinand refused to consider marrying anyone else. Finally, in 1899, Emperor Franz Joseph agreed to permit Franz Ferdinand to marry Sophie, on the condition that the marriage would be morganatic and that their descendants would not have succession rights to the throne.[5] Sophie would not share her husband's rank, title, precedence, or privileges; as such, she would not normally appear in public beside him. She would not be allowed to ride in the royal carriage or sit in the royal box in theaters.[22]
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The wedding took place on 1 July 1900, at Reichstadt (now Zákupy) in Bohemia; Franz Joseph did not attend the affair, nor did any archduke including Franz Ferdinand's brothers.[5] The only members of the imperial family who were present were Franz Ferdinand's stepmother, Princess Maria Theresa of Braganza; and her two daughters. Upon the marriage, Sophie was given the title "Princess of Hohenberg" (Fürstin von Hohenberg) with the style "Her Serene Highness" (Ihre Durchlaucht). In 1909, she was given the more senior title "Duchess of Hohenberg" (Herzogin von Hohenberg) with the style "Her Highness" (Ihre Hoheit). This raised her status considerably, but she still yielded precedence at court to all the archduchesses. Whenever a function required the couple to assemble with the other members of the imperial family, Sophie was forced to stand far down the line, separated from her husband.[22]
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Franz Ferdinand's children were:
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The German historian Michael Freund described Franz Ferdinand as "a man of uninspired energy, dark in appearance and emotion, who radiated an aura of strangeness and cast a shadow of violence and recklessness ... a true personality amidst the amiable inanity that characterized Austrian society at this time."[25] As his sometime admirer Karl Kraus put it, "he was not one who would greet you ... he felt no compulsion to reach out for the unexplored region which the Viennese call their heart."[26] His relations with Emperor Franz Joseph were tense; the emperor's personal servant recalled in his memoirs that "thunder and lightning always raged when they had their discussions."[27] The commentaries and orders which the heir to the throne wrote as margin notes to the documents of the Imperial central commission for architectural conservation (where he was Protector) reveal what can be described as "choleric conservatism."[28] The Italian historian Leo Valiani provided the following description.
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Francis Ferdinand was a prince of absolutist inclinations, but he had certain intellectual gifts and undoubted moral earnestness. One of his projects – though because of his impatient, suspicious, almost hysterical temperament, his commitment to it, and the methods by which he proposed to bring it about, often changed – was to consolidate the structure of the state and the authority and popularity of the Crown, on which he saw clearly that the fate of the dynasty depended, by abolishing, if not the dominance of the German Austrians, which he wished to maintain for military reasons, though he wanted to diminish it in the civil administration, certainly the far more burdensome sway of the Magyars over the Slav and Romanian nationalities which in 1848–49 had saved the dynasty in armed combat with the Hungarian revolution. Baron Margutti, Francis Joseph's aide-de-camp, was told by Francis Ferdinand in 1895 and – with a remarkable consistency in view of the changes that took place in the intervening years – again in 1913, that the introduction of the dual system in 1867 had been disastrous and that, when he ascended the throne, he intended to re-establish strong central government: this objective, he believed, could be attained only by the simultaneous granting of far-reaching administrative autonomy to all the nationalities of the monarchy. In a letter of February 1, 1913, to Berchtold, the Foreign Minister, in which he gave his reasons for not wanting war with Serbia, the Archduke said that "irredentism in our country ... will cease immediately if our Slavs are given a comfortable, fair and good life" instead of being trampled on (as they were being trampled on by the Hungarians). It must have been this which caused Berchtold, in a character sketch of Francis Ferdinand written ten years after his death, to say that, if he had succeeded to the throne, he would have tried to replace the dual system by a supranational federation.[29]
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Historians have disagreed on how to characterize the political philosophies of Franz Ferdinand, some attributing generally liberal views on the empire's nationalities while others have emphasized his dynastic centralism, Catholic conservatism, and tendency to clash with other leaders.[15] He advocated granting greater autonomy to ethnic groups within the Empire and addressing their grievances, especially the Czechs in Bohemia and the south Slavic peoples in Croatia and Bosnia, who had been left out of the Austro-Hungarian Compromise of 1867.[30] Yet his feelings towards the Hungarians were less generous, often described as antipathy. For example, in 1904 he wrote that "The Hungarians are all rabble, regardless of whether they are minister or duke, cardinal or burgher, peasant, hussar, domestic servant, or revolutionary", and he regarded even István Tisza as a revolutionary and "patented traitor".[31] He regarded Hungarian nationalism as a revolutionary threat to the Habsburg dynasty and reportedly became angry when officers of the 9th Hussars Regiment (which he commanded) spoke Hungarian in his presence – despite the fact that it was the official regimental language.[16] He further regarded the Hungarian branch of the Dual Monarchy's army, the Honvédség, as an unreliable and potentially threatening force within the empire, complaining at the Hungarians' failure to provide funds for the joint army[32] and opposing the formation of artillery units within the Hungarian forces.[33]
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He also advocated a cautious approach towards Serbia – repeatedly locking horns with Franz Conrad von Hötzendorf, Vienna's hard-line Chief of the General Staff, warning that harsh treatment of Serbia would bring Austria-Hungary into open conflict with Russia, to the ruin of both empires.
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He was disappointed when Austria-Hungary failed to act as a great power, such as during the Boxer Rebellion, in 1900. Other nations, including, in his description, "dwarf states like Belgium and Portugal",[19] had soldiers stationed in China, but Austria-Hungary did not. However, Austria-Hungary did participate in the Eight-Nation Alliance to suppress the Boxers, and sent soldiers as part of the "international relief force".
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Franz Ferdinand was a prominent and influential supporter of the Austro-Hungarian Navy in a time when sea power was not a priority in Austrian foreign policy and the Navy was relatively little known and supported by the public. After his assassination in 1914, the Navy honoured Franz Ferdinand and his wife with a lying in state aboard SMS Viribus Unitis.
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On Sunday, 28 June 1914, at about 10:45 am, Franz Ferdinand and his wife were assassinated in Sarajevo, the capital of the Austro-Hungarian province of Bosnia and Herzegovina. The perpetrator was 19-year-old Gavrilo Princip, a member of Young Bosnia and one of a group of assassins organized and armed by the Black Hand.[4]
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Earlier in the day, the couple had been attacked by Nedeljko Čabrinović, who had thrown a grenade at their car. However, the bomb detonated behind them, injuring the occupants in the following car. On arriving at the Governor's residence, Franz angrily shouted, "So this is how you welcome your guests – with bombs!"[34]
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After a short rest at the Governor's residence, the royal couple insisted on seeing all those who had been injured by the bomb at the local hospital. However, no one told the drivers that the itinerary had been changed. When the error was discovered, the drivers had to turn around. As the cars backed down the street and onto a side street, the line of cars stalled. At this same time, Princip was sitting at a cafe across the street. He instantly seized his opportunity and walked across the street and shot the royal couple.[34] He first shot Sophie in the abdomen and then shot Franz Ferdinand in the neck. Franz leaned over his crying wife. He was still alive when witnesses arrived to render aid.[4] His dying words to Sophie were, "Don't die darling, live for our children."[34] Princip's weapon was the pocket-sized FN Model 1910 pistol chambered for the .380 ACP cartridge provided him by Serbian Army Colonel and Black Hand member Dragutin Dimitrijević.[35] The archduke's aides attempted to undo his coat but realized they needed scissors to cut it open: the outer lapel had been sewn to the inner front of the jacket for a smoother fit to improve the Archduke's appearance to the public. Whether or not as a result of this obstacle, the Archduke's wound could not be attended to in time to save him, and he died within minutes. Sophie also died en route to the hospital.[36]
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A detailed account of the shooting can be found in Sarajevo by Joachim Remak:[37]
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One bullet pierced Franz Ferdinand's neck while the other pierced Sophie's abdomen. ... As the car was reversing (to go back to the Governor's residence because the entourage thought the Imperial couple were unhurt) a thin streak of blood shot from the Archduke's mouth onto Count Harrach's right cheek (he was standing on the car's running board). Harrach drew out a handkerchief to still the gushing blood. The Duchess, seeing this, called: "For Heaven's sake! What happened to you?" and sank from her seat, her face falling between her husband's knees.
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Harrach and Potoriek ... thought she had fainted ... only her husband seemed to have an instinct for what was happening. Turning to his wife despite the bullet in his neck, Franz Ferdinand pleaded: "Sopherl! Sopherl! Sterbe nicht! Bleibe am Leben für unsere Kinder! – Sophie dear! Don't die! Stay alive for our children!" Having said this, he seemed to sag down himself. His plumed hat ... fell off; many of its green feathers were found all over the car floor. Count Harrach seized the Archduke by the uniform collar to hold him up. He asked "Leiden Eure Kaiserliche Hoheit sehr? – Is Your Imperial Highness suffering very badly?" "Es ist nichts. – It is nothing." said the Archduke in a weak but audible voice. He seemed to be losing consciousness during his last few minutes, but, his voice growing steadily weaker, he repeated the phrase perhaps six or seven times more.
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A rattle began to issue from his throat, which subsided as the car drew in front of the Konak bersibin (Town Hall).
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Despite several doctors' efforts, the Archduke died shortly after being carried into the building while his beloved wife was almost certainly dead from internal bleeding before the motorcade reached the Konak.
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The assassinations, along with the arms race, nationalism, imperialism, militarism, and the alliance system all contributed to the origins of World War I, which began a month after Franz Ferdinand's death, with Austria-Hungary's declaration of war against Serbia.[38] The assassination of Ferdinand is considered the most immediate cause of World War I.[39]
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Franz Ferdinand is interred with his wife Sophie in Artstetten Castle, Austria.
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Archduke Franz Ferdinand and his Castle of Artstetten were selected as a main motif for the Austrian 10 euro The Castle of Artstetten commemorative coin, minted on 13 October 2004. The reverse shows the entrance to the crypt of the Hohenberg family. There are two portraits below, showing Archduke Franz Ferdinand and his wife Sophie, Duchess of Hohenberg.[40]
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The Scottish band Franz Ferdinand named themselves after him.[41]
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Longitude (/ˈlɒndʒɪtjuːd/, AU and UK also /ˈlɒŋɡɪ-/),[1][2] is a geographic coordinate that specifies the east–west position of a point on the Earth's surface, or the surface of a celestial body. It is an angular measurement, usually expressed in degrees and denoted by the Greek letter lambda (λ). Meridians (lines running from pole to pole) connect points with the same longitude. The prime meridian, which passes near the Royal Observatory, Greenwich, England, is defined as 0° longitude by convention. Positive longitudes are east of the prime meridian, and negative ones are west.
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A location's north–south position along a meridian is given by its latitude, which is approximately the angle between the local vertical and the equatorial plane.
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Longitude is generally given using the geometrical or astronomical vertical. This can differ slightly from the gravitational vertical because of small variations in Earth's gravitational field.
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The measurement of longitude is important both to cartography and for ocean navigation. Mariners and explorers for most of history struggled to determine longitude. Finding a method of determining longitude took centuries and required the effort of some of the greatest scientific minds.
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Latitude was calculated by observing with quadrant or astrolabe the altitude of the sun or of charted stars above the horizon, but longitude is harder.
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Christopher Columbus in 1494 exploited a relatively rare, predicted, astronomical event (a lunar eclipse) to estimate his longitude while at Saona Island (now in the Dominican Republic): "El año de mil cuatrocientos noventa y cuatro estando yo en la isla Saona, que es al cabo Oriental de la isla Española, hubo eclipsis de la luna à catorce de Setiembre, y se fallò que habia diferencia de alli al Càbo de S. Vicente en Portugal cinco horas y mas de media"[3]
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+
Translation: "In the year 1494, when I was in Saona Island, which stands at the eastern tip of Española island [i.e. Hispaniola], there was a lunar eclipse on September the 14th, and we noticed that there was a difference of more than five hours and a half between there [Saona] and Cape S.Vincente, in Portugal" [of course meaning he had an almanac, foreseeing the lunar eclipse timing when seen from Portugal]. This has obvious implications on Columbus's being finally aware (and the first to prove) that - contrary to his wishes and expectations - he had not reached 'the Indies', after all. Had he actually been there, in fact, he would have been roughly at the antipodes of Europe (see Behaims' globe), and not just 5.5 hours west of it.
|
13 |
+
|
14 |
+
Amerigo Vespucci appears to be the first European to offer a solution not depending on rare astronomical occurrences, after devoting a great deal of time and energy studying the problem during his sojourns in the New World:
|
15 |
+
|
16 |
+
As to longitude, I declare that I found so much difficulty in determining it that I was put to great pains to ascertain the east-west distance I had covered. The final result of my labours was that I found nothing better to do than to watch for and take observations at night of the conjunction of one planet with another, and especially of the conjunction of the moon with the other planets, because the moon is swifter in her course than any other planet. I compared my observations with an almanac. After I had made experiments many nights, one night, the twenty-third of August 1499, there was a conjunction of the moon with Mars, which according to the almanac was to occur at midnight or a half hour before. I found that...at midnight Mars's position was three and a half degrees to the east.[4]
|
17 |
+
|
18 |
+
That said, Vespucci's writings appear to have been corrupted. (see reference)
|
19 |
+
By comparing the timing of the observed positions of the moon and Mars with the expected timing of their occurrence when seen from Europe (Florence or Nuremberg), Vespucci would actually have been able to deduce his longitude (measured in hours). However, for (t)his method to provide usable results, three conditions should be satisfied: First, it requires waiting for a specific expected astronomical event to occur (in this case, Mars passing through the same right ascension as the moon), and its occurrence to be accurately timed in an astronomical almanac. Second, one needs to know the precise local time, something difficult to ascertain for Vespucci, when travelling especially. Third, it requires a stable viewing platform, rendering the technique useless on the rolling deck of a ship at sea. See Lunar distance (navigation).
|
20 |
+
Due to none of such conditions being fulfilled when Vespucci took his measures (except for the third one, if he was on the ground), there was no possibility for him to accurately esteem his longitude. Notheless he must be credited with having envisioned a correct method to measure longitude (in hours, easily transformed into degrees: 1 hour = 15 degrees). Such a method was to be named the "Lunar distance method" and it became usable by mariners much later, when lunar positions started to be known and published in an accurate enough Almanac: the one issued by astronomer Nevil Maskelyne (1732-1811).see reference
|
21 |
+
|
22 |
+
In 1612 Galileo Galilei demonstrated that with sufficiently accurate knowledge of the orbits of the moons of Jupiter one could use their positions as a universal clock and this would make possible the determination of longitude, but the method he devised was impracticable for navigators on ships because of their instability.[6] In 1714 the British government passed the Longitude Act which offered large financial rewards to the first person to demonstrate a practical method for determining the longitude of a ship at sea. These rewards motivated many to search for a solution.
|
23 |
+
|
24 |
+
John Harrison, a self-educated English clockmaker, invented the marine chronometer, the key piece in solving the problem of accurately establishing longitude at sea, thus revolutionising and extending the possibility of safe long distance sea travel.[5] A French expedition under Charles-François-César Le Tellier de Montmirail performed the first measurement of longitude aboard Aurore in 1767.[7] Though the Board of Longitude rewarded John Harrison for his marine chronometer in 1773, chronometers remained very expensive and the lunar distance method continued to be used for decades. Finally, the combination of the availability of marine chronometers and wireless telegraph time signals put an end to the use of lunars in the 20th century.
|
25 |
+
|
26 |
+
Unlike latitude, which has the equator as a natural starting position, there is no natural starting position for longitude. Therefore, a reference meridian had to be chosen. It was a popular practice to use a nation's capital as the starting point, but other locations were also used. While British cartographers had long used the Greenwich meridian in London, other references were used elsewhere, including El Hierro, Rome, Copenhagen, Jerusalem, Saint Petersburg, Pisa, Paris (see the article Paris meridian), Philadelphia, and Washington D.C. In 1884 the International Meridian Conference adopted the Greenwich meridian as the universal Prime Meridian or zero point of longitude.[8]
|
27 |
+
|
28 |
+
Longitude is given as an angular measurement ranging from 0° at the Prime Meridian to +180° eastward and −180° westward. The Greek letter λ (lambda),[9][10] is used to denote the location of a place on Earth east or west of the Prime Meridian.
|
29 |
+
|
30 |
+
Each degree of longitude is sub-divided into 60 minutes, each of which is divided into 60 seconds. A longitude is thus specified in sexagesimal notation as 23° 27′ 30″ E. For higher precision, the seconds are specified with a decimal fraction. An alternative representation uses degrees and minutes, where parts of a minute are expressed in decimal notation with a fraction, thus: 23° 27.5′ E. Degrees may also be expressed as a decimal fraction: 23.45833° E. For calculations, the angular measure may be converted to radians, so longitude may also be expressed in this manner as a signed fraction of π (pi), or an unsigned fraction of 2π.
|
31 |
+
|
32 |
+
For calculations, the West/East suffix is replaced by a negative sign in the western hemisphere. The preferred convention—that East is positive—is consistent with a right-handed Cartesian coordinate system, with the North Pole up. A specific longitude may then be combined with a specific latitude (usually positive in the northern hemisphere) to give a precise position on the Earth's surface. Confusingly, the convention of negative for East is also sometimes seen, most commonly in the United States; the Earth System Research Laboratory notes that, while it differs from the international standard, it "make(s) coordinate entry less awkward" for applications confined to the Western Hemisphere.[11]
|
33 |
+
|
34 |
+
There is no other physical principle determining longitude directly but with time. Longitude at a point may be determined by calculating the time difference between that at its location and Coordinated Universal Time (UTC). Since there are 24 hours in a day and 360 degrees in a circle, the sun moves across the sky at a rate of 15 degrees per hour (360° ÷ 24 hours = 15° per hour). So if the time zone a person is in is three hours ahead of UTC then that person is near 45° longitude (3 hours × 15° per hour = 45°). The word near is used because the point might not be at the center of the time zone; also the time zones are defined politically, so their centers and boundaries often do not lie on meridians at multiples of 15°. In order to perform this calculation, however, a person needs to have a chronometer (watch) set to UTC and needs to determine local time by solar or astronomical observation. The details are more complex than described here: see the articles on Universal Time and on the equation of time for more details.
|
35 |
+
|
36 |
+
Note that the longitude is singular at the Poles and calculations that are sufficiently accurate for other positions may be inaccurate at or near the Poles. Also the discontinuity at the ±180° meridian must be handled with care in calculations. An example is a calculation of east displacement by subtracting two longitudes, which gives the wrong answer if the two positions are on either side of this meridian. To avoid these complexities, consider replacing latitude and longitude with another horizontal position representation in calculation.
|
37 |
+
|
38 |
+
The Earth's tectonic plates move relative to one another in different directions at speeds on the order of 50 to 100 mm (2.0 to 3.9 in) per year.[12] So points on the Earth's surface on different plates are always in motion relative to one another. For example, the longitudinal difference between a point on the Equator in Uganda, on the African Plate, and a point on the Equator in Ecuador, on the South American Plate, is increasing by about 0.0014 arcseconds per year. These tectonic movements likewise affect latitude.
|
39 |
+
|
40 |
+
If a global reference frame (such as WGS84, for example) is used, the longitude of a place on the surface will change from year to year. To minimize this change, when dealing just with points on a single plate, a different reference frame can be used, whose coordinates are fixed to a particular plate, such as "NAD83" for North America or "ETRS89" for Europe.
|
41 |
+
|
42 |
+
The length of a degree of longitude (east-west distance) depends only on the radius of a circle of latitude. For a sphere of radius a that radius at latitude φ is a cos φ, and the length of a one-degree (or π/180 radian) arc along a circle of latitude is
|
43 |
+
|
44 |
+
When the Earth is modelled by an ellipsoid this arc length becomes[13][14]
|
45 |
+
|
46 |
+
where e, the eccentricity of the ellipsoid, is related to the major and minor axes (the equatorial and polar radii respectively) by
|
47 |
+
|
48 |
+
An alternative formula is
|
49 |
+
|
50 |
+
Cos φ decreases from 1 at the equator to 0 at the poles, which measures how circles of latitude shrink from the equator to a point at the pole, so the length of a degree of longitude decreases likewise. This contrasts with the small (1%) increase in the length of a degree of latitude (north-south distance), equator to pole. The table shows both for the WGS84 ellipsoid with a = 6378137.0 m and b = 6356752.3142 m. Note that the distance between two points 1 degree apart on the same circle of latitude, measured along that circle of latitude, is slightly more than the shortest (geodesic) distance between those points (unless on the equator, where these are equal); the difference is less than 0.6 m (2 ft).
|
51 |
+
|
52 |
+
A geographical mile is defined to be the length of one minute of arc along the equator (one equatorial minute of longitude), therefore a degree of longitude along the equator is exactly 60 geographical miles or 111.3 kilometers, as there are 60 minutes in a degree. The length of 1 minute of longitude along the equator is 1 geographical mile or 1.855 km or 1.153 miles, while the length of 1 second of it is 0.016 geographical mile or 30.916 m or 101.43 feet.
|
53 |
+
|
54 |
+
Planetary co-ordinate systems are defined relative to their mean axis of rotation and various definitions of longitude depending on the body. The longitude systems of most of those bodies with observable rigid surfaces have been defined by references to a surface feature such as a crater. The north pole is that pole of rotation that lies on the north side of the invariable plane of the solar system (near the ecliptic). The location of the prime meridian as well as the position of the body's north pole on the celestial sphere may vary with time due to precession of the axis of rotation of the planet (or satellite). If the position angle of the body's prime meridian increases with time, the body has a direct (or prograde) rotation; otherwise the rotation is said to be retrograde.
|
55 |
+
|
56 |
+
In the absence of other information, the axis of rotation is assumed to be normal to the mean orbital plane; Mercury and most of the satellites are in this category. For many of the satellites, it is assumed that the rotation rate is equal to the mean orbital period. In the case of the giant planets, since their surface features are constantly changing and moving at various rates, the rotation of their magnetic fields is used as a reference instead. In the case of the Sun, even this criterion fails (because its magnetosphere is very complex and does not really rotate in a steady fashion), and an agreed-upon value for the rotation of its equator is used instead.
|
57 |
+
|
58 |
+
For planetographic longitude, west longitudes (i.e., longitudes measured positively to the west) are used when the rotation is prograde, and east longitudes (i.e., longitudes measured positively to the east) when the rotation is retrograde. In simpler terms, imagine a distant, non-orbiting observer viewing a planet as it rotates. Also suppose that this observer is within the plane of the planet's equator. A point on the Equator that passes directly in front of this observer later in time has a higher planetographic longitude than a point that did so earlier in time.
|
59 |
+
|
60 |
+
However, planetocentric longitude is always measured positively to the east, regardless of which way the planet rotates. East is defined as the counter-clockwise direction around the planet, as seen from above its north pole, and the north pole is whichever pole more closely aligns with the Earth's north pole. Longitudes traditionally have been written using "E" or "W" instead of "+" or "−" to indicate this polarity. For example, −91°, 91°W, +269° and 269°E all mean the same thing.
|
61 |
+
|
62 |
+
The reference surfaces for some planets (such as Earth and Mars) are ellipsoids of revolution for which the equatorial radius is larger than the polar radius, such that they are oblate spheroids. Smaller bodies (Io, Mimas, etc.) tend to be better approximated by triaxial ellipsoids; however, triaxial ellipsoids would render many computations more complicated, especially those related to map projections. Many projections would lose their elegant and popular properties. For this reason spherical reference surfaces are frequently used in mapping programs.
|
63 |
+
|
64 |
+
The modern standard for maps of Mars (since about 2002) is to use planetocentric coordinates. Guided by the works of historical astronomers, Merton E. Davies established the meridian of Mars at Airy-0 crater.[15][16] For Mercury, the only other planet with a solid surface visible from Earth, a thermocentric coordinate is used: the prime meridian runs through the point on the equator where the planet is hottest (due to the planet's rotation and orbit, the sun briefly retrogrades at noon at this point during perihelion, giving it more sun). By convention, this meridian is defined as exactly twenty degrees of longitude east of Hun Kal.[17][18][19]
|
65 |
+
|
66 |
+
Tidally-locked bodies have a natural reference longitude passing through the point nearest to their parent body: 0° the center of the primary-facing hemisphere, 90° the center of the leading hemisphere, 180° the center of the anti-primary hemisphere, and 270° the center of the trailing hemisphere.[20] However, libration due to non-circular orbits or axial tilts causes this point to move around any fixed point on the celestial body like an analemma.
|
en/3501.html.txt
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1 |
+
|
2 |
+
|
3 |
+
Length is a measure of distance. In the International System of Quantities, length is a quantity with dimension distance. In most systems of measurement a base unit for length is chosen, from which all other units are derived. In the International System of Units (SI) system the base unit for length is the metre.
|
4 |
+
|
5 |
+
Length is commonly understood to mean the most extended dimension of a fixed object.[1] However, this is not always the case and may depend on the position the object is in.
|
6 |
+
|
7 |
+
Various terms for the length of a fixed object are used, and these include height, which is vertical length or vertical extent, and width, breadth or depth. Height is used when there is a base from which vertical measurements can be taken. Width or breadth usually refer to a shorter dimension when length is the longest one. Depth is used for the third dimension of a three dimensional object.[2]
|
8 |
+
|
9 |
+
Length is the measure of one spatial dimension, whereas area is a measure of two dimensions (length squared) and volume is a measure of three dimensions (length cubed).
|
10 |
+
|
11 |
+
Measurement has been important ever since humans settled from nomadic lifestyles and started using building materials, occupying land and trading with neighbours. As trade between different places increased, the need for standard units of length increased. And later, as society has become more technologically oriented, much higher accuracy of measurement is required in an increasingly diverse set of fields, from micro-electronics to interplanetary ranging.[3]
|
12 |
+
|
13 |
+
Under Einstein's special relativity, length can no longer be thought of as being constant in all reference frames. Thus a ruler that is one metre long in one frame of reference will not be one metre long in a reference frame that is moving relative to the first frame. This means the length of an object varies depending on the speed of the observer.
|
14 |
+
|
15 |
+
In Euclidean geometry, length is measured along straight lines unless otherwise specified. Pythagoras's theorem relating the length of the sides of a right triangle is one of many applications in Euclidean geometry. Length may also be measured along other types of curves and is referred to as arclength.
|
16 |
+
|
17 |
+
In a triangle, the length of an altitude, a line segment drawn from a vertex perpendicular to the side not passing through the vertex (referred to as a base of the triangle), is called the height of the triangle.
|
18 |
+
|
19 |
+
The area of a rectangle is defined to be length × width of the rectangle. If a long thin rectangle is stood up on its short side then its area could also be described as its height × width.
|
20 |
+
|
21 |
+
The volume of a solid rectangular box (such as a plank of wood) is often described as length × height × depth.
|
22 |
+
|
23 |
+
The perimeter of a polygon is the sum of the lengths of its sides.
|
24 |
+
|
25 |
+
The circumference of a circular disk is the length of the boundary (a circle) of that disk.
|
26 |
+
|
27 |
+
In other geometries, length may be measured along possibly curved paths, called geodesics. The Riemannian geometry used in general relativity is an example of such a geometry. In spherical geometry, length is measured along the great circles on the sphere and the distance between two points on the sphere is the shorter of the two lengths on the great circle, which is determined by the plane through the two points and the center of the sphere.
|
28 |
+
|
29 |
+
In an unweighted graph, the length of a cycle, path, or walk is the number of edges it uses.[4] In a weighted graph, it may instead be the sum of the weights of the edges that it uses.[5]
|
30 |
+
|
31 |
+
Length is used to define the shortest path, girth (shortest cycle length), and longest path between two vertices in a graph.
|
32 |
+
|
33 |
+
In measure theory, length is most often generalized to general sets of
|
34 |
+
|
35 |
+
|
36 |
+
|
37 |
+
|
38 |
+
|
39 |
+
R
|
40 |
+
|
41 |
+
|
42 |
+
n
|
43 |
+
|
44 |
+
|
45 |
+
|
46 |
+
|
47 |
+
{\displaystyle \mathbb {R} ^{n}}
|
48 |
+
|
49 |
+
via the Lebesgue measure. In the one-dimensional case, the Lebesgue outer measure of a set is defined in terms of the lengths of open intervals. Concretely, the length of an open interval is first defined as
|
50 |
+
|
51 |
+
so that the Lebesgue outer measure
|
52 |
+
|
53 |
+
|
54 |
+
|
55 |
+
|
56 |
+
μ
|
57 |
+
|
58 |
+
∗
|
59 |
+
|
60 |
+
|
61 |
+
(
|
62 |
+
E
|
63 |
+
)
|
64 |
+
|
65 |
+
|
66 |
+
{\displaystyle \mu ^{*}(E)}
|
67 |
+
|
68 |
+
of a general set
|
69 |
+
|
70 |
+
|
71 |
+
|
72 |
+
E
|
73 |
+
|
74 |
+
|
75 |
+
{\displaystyle E}
|
76 |
+
|
77 |
+
may then be defined as[6]
|
78 |
+
|
79 |
+
In the physical sciences and engineering, when one speaks of units of length, the word length is synonymous with distance. There are several units that are used to measure length. Historically, units of length may have been derived from the lengths of human body parts, the distance traveled in a number of paces, the distance between landmarks or places on the Earth, or arbitrarily on the length of some common object.
|
80 |
+
|
81 |
+
In the International System of Units (SI), the base unit of length is the metre (symbol, m) and is now defined in terms of the speed of light (about 300 million metres per second). The millimetre (mm), centimetre (cm) and the kilometre (km), derived from the metre, are also commonly used units. In U.S. customary units, English or Imperial system of units, commonly used units of length are the inch (in), the foot (ft), the yard (yd), and the mile (mi). A unit of length used in navigation is the nautical mile (nmi).[7]
|
82 |
+
|
83 |
+
Units used to denote distances in the vastness of space, as in astronomy, are much longer than those typically used on Earth (metre or centimetre) and include the astronomical unit (au), the light-year, and the parsec (pc).
|
84 |
+
|
85 |
+
Units used to denote sub-atomic distances, as in nuclear physics, are much smaller than the centimetre. Examples include the dalton and the fermi.
|
en/3502.html.txt
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|
1 |
+
|
2 |
+
|
3 |
+
George Gordon Byron, 6th Baron Byron, FRS (22 January 1788 – 19 April 1824), known simply as Lord Byron, was an English poet, peer and politician who became a revolutionary in the Greek War of Independence, and is considered one of the leading figures of the Romantic movement.[1][2][3] He is regarded as one of the greatest English poets[4] and remains widely read and influential. Among his best-known works are the lengthy narrative poems Don Juan and Childe Harold's Pilgrimage; many of his shorter lyrics in Hebrew Melodies also became popular.
|
4 |
+
|
5 |
+
He travelled extensively across Europe, especially in Italy, where he lived for seven years in the cities of Venice, Ravenna, and Pisa. During his stay in Italy he frequently visited his friend and fellow poet Percy Bysshe Shelley.[5] Later in life Byron joined the Greek War of Independence fighting the Ottoman Empire and died of disease leading a campaign during that war, for which Greeks revere him as a national hero.[6] He died in 1824 at the age of 36 from a fever contracted after the First and Second Siege of Missolonghi.
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His only legitimate child, Ada Lovelace, is regarded as a foundational figure in the field of computer programming based on her notes for Charles Babbage's Analytical Engine.[7][8][9] Byron's illegitimate children include Allegra Byron, who died in childhood, and possibly Elizabeth Medora Leigh.
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George Gordon Byron was born on 22 January 1788, on Holles Street in London – his birthplace is now supposedly occupied by a branch of the English department store John Lewis.
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Byron was the only child of Captain John Byron (known as 'Jack') and his second wife Catherine Gordon, heiress of the Gight estate in Aberdeenshire, Scotland. Byron's paternal grandparents were Vice-Admiral John Byron and Sophia Trevanion.[10] Having survived a shipwreck as a teenage midshipman, Vice Admiral John Byron set a new speed record for circumnavigating the globe. After he become embroiled in a tempestous voyage during the American Revolutionary War, John was nicknamed 'Foul-Weather Jack' Byron by the press.[11]
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Byron's father had previously been somewhat scandalously married to Amelia, Marchioness of Carmarthen, with whom he had been having an affair – the wedding took place just weeks after her divorce from her husband, and she was around eight months pregnant.[12] The marriage was not a happy one, and their first two children – Sophia Georgina, and an unnamed boy – died in infancy.[13] Amelia herself died in 1784 almost exactly a year after the birth of their third child, the poet's half-sister Augusta Mary.[14] Though Amelia succumbed to a wasting illness, probably tuberculosis, the press reported that her heart had been broken out of remorse for leaving her husband. Much later, 19th-century sources blamed Jack's own "brutal and vicious" treatment of her.[15]
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Jack then married Catherine Gordon of Gight on 13 May 1785, by all accounts only for her fortune.[16] To claim his second wife's estate in Scotland, Byron's father took the additional surname "Gordon", becoming "John Byron Gordon", and occasionally styled himself "John Byron Gordon of Gight". Byron's mother had to sell her land and title to pay her new husband's debts, and in the space of two years, the large estate, worth some £23,500, had been squandered, leaving the former heiress with an annual income in trust of only £150.[15] In a move to avoid his creditors, Catherine accompanied her profligate husband to France in 1786, but returned to England at the end of 1787 to give birth to her son.
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The boy was born on 22 January in lodgings at Holles Street in London, and christened at St Marylebone Parish Church as "George Gordon Byron". His father appears to have wished to call his son 'William', but as her husband remained absent, his mother named him after her own father George Gordon of Gight.[17] (His grandfather was a descendant of James I of Scotland, and had committed suicide in 1779.)[18]
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Catherine moved back to Aberdeenshire in 1790, where Byron spent his childhood.[18] His father soon joined them in their lodgings in Queen Street, but the couple quickly separated. Catherine regularly experienced mood swings and bouts of melancholy,[18] which could be partly explained by her husband's continuingly borrowing money from her. As a result, she fell even further into debt to support his demands. It was one of these importunate loans that allowed him to travel to Valenciennes, France, where he died of a "long & suffering illness" – probably tuberculosis – in 1791.[19]
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When Byron's great-uncle, who was posthumously labelled the "wicked" Lord Byron, died on 21 May 1798, the 10-year-old boy became the sixth Baron Byron of Rochdale and inherited the ancestral home, Newstead Abbey, in Nottinghamshire. His mother proudly took him to England, but the Abbey was in an embarrassing state of disrepair and, rather than living there, she decided to lease it to Lord Grey de Ruthyn, among others, during Byron's adolescence.
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Described as "a woman without judgment or self-command," Catherine either spoiled and indulged her son or vexed him with her capricious stubbornness. Her drinking disgusted him and he often mocked her for being short and corpulent, which made it difficult for her to catch him to discipline him. Byron had been born with a deformed right foot; his mother once retaliated and, in a fit of temper, referred to him as "a lame brat."[20] However, Byron's biographer, Doris Langley-Moore, in her 1974 book, Accounts Rendered, paints a more sympathetic view of Mrs Byron, showing how she was a staunch supporter of her son and sacrificed her own precarious finances to keep him in luxury at Harrow and Cambridge. Langley-Moore questions 19th-century biographer John Galt's claim that she over-indulged in alcohol.
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Upon the death of Byron's mother-in-law Judith Noel, the Hon. Lady Milbanke, in 1822, her will required that he change his surname to "Noel" so as to inherit half of her estate. He obtained a Royal Warrant, allowing him to "take and use the surname of Noel only" and to "subscribe the said surname of Noel before all titles of honour". From that point he signed himself "Noel Byron" (the usual signature of a peer being merely the peerage, in this case simply "Byron"). It is speculated that this was so that his initials would read "N.B.", mimicking those of his hero, Napoleon Bonaparte. Lady Byron eventually succeeded to the Barony of Wentworth, becoming "Lady Wentworth".
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Byron received his early formal education at Aberdeen Grammar School, and in August 1799 entered the school of Dr. William Glennie, in Dulwich.[21] Placed under the care of a Dr. Bailey, he was encouraged to exercise in moderation but could not restrain himself from "violent" bouts in an attempt to overcompensate for his deformed foot. His mother interfered with his studies, often withdrawing him from school, with the result that he lacked discipline and his classical studies were neglected.
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In 1801, he was sent to Harrow, where he remained until July 1805.[18] An undistinguished student and an unskilled cricketer, he did represent the school during the very first Eton v Harrow cricket match at Lord's in 1805.[22]
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His lack of moderation was not restricted to physical exercise. Byron fell in love with Mary Chaworth, whom he met while at school,[18] and she was the reason he refused to return to Harrow in September 1803. His mother wrote, "He has no indisposition that I know of but love, desperate love, the worst of all maladies in my opinion. In short, the boy is distractedly in love with Miss Chaworth."[18] In Byron's later memoirs, "Mary Chaworth is portrayed as the first object of his adult sexual feelings."[23]
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Byron finally returned in January 1804,[18] to a more settled period which saw the formation of a circle of emotional involvements with other Harrow boys, which he recalled with great vividness: "My school friendships were with me passions (for I was always violent)."[24] The most enduring of those was with John FitzGibbon, 2nd Earl of Clare—four years Byron's junior—whom he was to meet unexpectedly many years later in Italy (1821).[25] His nostalgic poems about his Harrow friendships, Childish Recollections (1806), express a prescient "consciousness of sexual differences that may in the end make England untenable to him."[26] Letters to Byron in the John Murray archive contain evidence[citation needed] of a previously unremarked if short-lived romantic relationship with a younger boy at Harrow, John Thomas Claridge.
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The following autumn, he went up to Trinity College, Cambridge,[27] where he met and formed a close friendship with the younger John Edleston. About his "protégé" he wrote, "He has been my almost constant associate since October, 1805, when I entered Trinity College. His voice first attracted my attention, his countenance fixed it, and his manners attached me to him for ever." In his memory Byron composed Thyrza, a series of elegies.[28] In later years, he described the affair as "a violent, though pure love and passion". This statement, however, needs to be read in the context of hardening public attitudes toward homosexuality in England and the severe sanctions (including public hanging) against convicted or even suspected offenders.[29] The liaison, on the other hand, may well have been "pure" out of respect for Edleston's innocence, in contrast to the (probably) more sexually overt relations experienced at Harrow School.[30] The poem "The Cornelian" was written about the cornelian that Byron received from Edleston.[31]
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Byron spent three years at Trinity College, engaging in sexual escapades, boxing, horse riding and gambling.[32] Also while at Cambridge he formed lifelong friendships with men such as John Cam Hobhouse, who initiated him into the Cambridge Whig Club, which endorsed liberal politics,[32] and Francis Hodgson, a Fellow at King's College, with whom he corresponded on literary and other matters until the end of his life.
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While not at school or college, Byron dwelt at his mother's residence Burgage Manor in Southwell, Nottinghamshire.[18] While there, he cultivated friendships with Elizabeth Bridget Pigot and her brother, John, with whom he staged two plays for the entertainment of the community. During this time, with the help of Elizabeth Pigot, who copied many of his rough drafts, he was encouraged to write his first volumes of poetry. Fugitive Pieces was printed by Ridge of Newark, which contained poems written when Byron was only 17.[33] However, it was promptly recalled and burned on the advice of his friend, the Reverend J. T. Becher, on account of its more amorous verses, particularly the poem To Mary.[34]
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Hours of Idleness, which collected many of the previous poems, along with more recent compositions, was the culminating book. The savage, anonymous criticism this received (now known to be the work of Henry Peter Brougham) in the Edinburgh Review prompted his first major satire,[35] English Bards and Scotch Reviewers (1809). It was put into the hands of his relation, R. C. Dallas, requesting him to "...get it published without his name."[36] Alexander Dallas gave a large series of changes and alterations, as well as the reasoning for some of them. He also stated that Byron had originally intended to prefix an argument to this poem, and Dallas quoted it.[37] Although the work was published anonymously, by April, R. C. Dallas wrote that "you are already pretty generally known to be the author."[38] The work so upset some of his critics they challenged Byron to a duel; over time, in subsequent editions, it became a mark of prestige to be the target of Byron's pen.[35]
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After his return from travels he again entrusted R. C. Dallas as his literary agent to publish his poem Childe Harold's Pilgrimage, which Byron thought of little account. The first two cantos of Childe Harold's Pilgrimage were published in 1812 and were received with acclaim.[39][40] In his own words, "I awoke one morning and found myself famous."[41] He followed up his success with the poem's last two cantos, as well as four equally celebrated "Oriental Tales": The Giaour, The Bride of Abydos, The Corsair, and Lara. About the same time, he began his intimacy with his future biographer, Thomas Moore.
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Byron racked up numerous debts as a young man, owing to what his mother termed a "reckless disregard for money".[18] She lived at Newstead during this time, in fear of her son's creditors.[18] He had planned to spend early 1808 cruising with his cousin, George Bettesworth, who was captain of the 32-gun frigate HMS Tartar. Bettesworth's death at the Battle of Alvøen in May 1808 made that impossible.
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From 1809 to 1811,[42] Byron went on the Grand Tour, then customary for a young nobleman. He travelled with Hobhouse for the first year and his entourage of servants included Byron's trustworthy valet, William Fletcher. Fletcher was often the butt of Hobhouse and Byron’s humour. The Napoleonic Wars forced him to avoid most of Europe, and he instead turned to the Mediterranean. The journey provided the opportunity to flee creditors, as well as a former love, Mary Chaworth (the subject of his poem from this time, "To a Lady: On Being Asked My Reason for Quitting England in the Spring").[35] Letters to Byron from his friend Charles Skinner Matthews reveal that a key motive was also the hope of homosexual experience.[43] Attraction to the Levant was probably also a reason; he had read about the Ottoman and Persian lands as a child, was attracted to Islam (especially Sufi mysticism), and later wrote, "With these countries, and events connected with them, all my really poetical feelings begin and end."[44][45]
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Byron began his trip in Portugal from where he wrote a letter to his friend Mr Hodgson in which he describes his mastery of the Portuguese language, consisting mainly of swearing and insults. Byron particularly enjoyed his stay in Sintra that is described in Childe Harold's Pilgrimage as "glorious Eden". From Lisbon he travelled overland to Seville, Jerez de la Frontera, Cádiz, and Gibraltar, and from there by sea on to Malta and Greece.[46]
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While in Athens, Byron met 14-year-old Nicolo Giraud, with whom he became quite close and who taught him Italian. It has been suggested that the two had an intimate relationship involving a sexual affair.[47] Byron sent Giraud to school at a monastery in Malta and bequeathed him a sizeable sum of £7,000 pounds sterling. The will, however, was later cancelled.[48] "I am tired of pl & opt Cs, the last thing I could be tired of", Byron wrote to Hobhouse from Athens (an abbreviation of "coitum plenum et optabilem" – complete intercourse to one's heart's desire, from Petronius' Satyricon), which, as an earlier letter establishes, was their shared code for homosexual experience.[49]
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In 1810 in Athens, Byron wrote "Maid of Athens, ere we part" for a 12-year-old girl, Teresa Makri (1798–1875).
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Byron and Hobhouse made their way to Smyrna, where they cadged a ride to Constantinople on HMS Salsette. While Salsette was anchored awaiting Ottoman permission to dock at the city, on 3 May 1810 Byron and Lieutenant Ekenhead, of Salsette's Marines, swam the Hellespont. Byron commemorated this feat in the second canto of Don Juan. He returned to England from Malta in July 1811 aboard HMS Volage.
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Byron became a celebrity with the publication of the first two cantos of Childe Harold's Pilgrimage (1812). "He rapidly became the most brilliant star in the dazzling world of Regency London. He was sought after at every society venue, elected to several exclusive clubs, and frequented the most fashionable London drawing-rooms."[21] During this period in England he produced many works, including The Giaour, The Bride of Abydos (1813), Parisina, and The Siege of Corinth (1815). On the initiative of the composer Isaac Nathan, he produced in 1814–1815 the Hebrew Melodies (including what became some of his best-known lyrics, such as "She Walks in Beauty" and "The Destruction of Sennacherib"). Involved at first in an affair with Lady Caroline Lamb (who called him "mad, bad and dangerous to know") and with other lovers and also pressed by debt, he began to seek a suitable marriage, considering – amongst others – Annabella Millbanke. However, in 1813 he met for the first time in four years his half-sister, Augusta Leigh. Rumours of incest surrounded the pair; Augusta's daughter Medora (b. 1814) was suspected to have been Byron's. To escape from growing debts and rumours, Byron pressed his determination to marry Annabella, who was said to be the likely heiress of a rich uncle. They married on 2 January 1815, and their daughter, Ada, was born in December of that year. However, Byron's continuing obsession with Augusta (and his continuing sexual escapades with actresses such as Charlotte Mardyn[50][51] and others) made their marital life a misery. Annabella considered Byron insane, and in January 1816 she left him, taking their daughter, and began proceedings for a legal separation. Their separation was made legal in a private settlement in March 1816. The scandal of the separation, the rumours about Augusta, and ever-increasing debts forced him to leave England in April 1816, never to return.[21]
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Percy Bysshe Shelley, 1819
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Mary Shelley, 1840
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Claire Clairmont
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After this break-up of his domestic life, Byron left England and never returned. (Despite his dying wishes, however, his body was returned for burial in England.) He journeyed through Belgium and continued up the Rhine river. In the summer of 1816 he settled at the Villa Diodati by Lake Geneva, Switzerland, with his personal physician, John William Polidori. There Byron befriended the poet Percy Bysshe Shelley and Shelley's future wife, Mary Godwin. He was also joined by Mary's stepsister, Claire Clairmont, with whom he had had an affair in London.[52] Several times Byron went to see Germaine de Staël and her Coppet group, which turned out to be a valid intellectual and emotional support to Byron at the time.[53]
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Kept indoors at the Villa Diodati by the "incessant rain" of "that wet, ungenial summer" over three days in June, the five turned to reading fantastical stories, including Fantasmagoriana, and then devising their own tales. Mary Shelley produced what would become Frankenstein, or The Modern Prometheus, and Polidori produced The Vampyre,[54] the progenitor of the Romantic vampire genre.[55][56] The Vampyre was the inspiration for a fragmentary story of Byron's, "A Fragment".[57]
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Byron's story fragment was published as a postscript to Mazeppa; he also wrote the third canto of Childe Harold.
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Byron wintered in Venice, pausing his travels when he fell in love with Marianna Segati, in whose Venice house he was lodging, and who was soon replaced by 22-year-old Margarita Cogni; both women were married.[58] Cogni could not read or write, and she left her husband to move into Byron's Venice house.[58] Their fighting often caused Byron to spend the night in his gondola; when he asked her to leave the house, she threw herself into the Venetian canal.[58]
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In 1816, Byron visited San Lazzaro degli Armeni in Venice, where he acquainted himself with Armenian culture with the help of the monks belonging to the Mechitarist Order. With the help of Father Pascal Aucher (Harutiun Avkerian), he learned the Armenian language[58] and attended many seminars about language and history. He co-authored Grammar English and Armenian in 1817, an English textbook written by Aucher and corrected by Byron, and A Grammar Armenian and English in 1819, a project he initiated of a grammar of Classical Armenian for English speakers, where he included quotations from classical and modern Armenian.[58]
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Byron later participated in the compilation of the English Armenian dictionary (Barraran angleren yev hayeren, 1821) and wrote the preface, in which he explained Armenian oppression by the Turkish pashas and the Persian satraps and the Armenian struggle of liberation. His two main translations are the Epistle of Paul to the Corinthians, two chapters of Movses Khorenatsi's History of Armenia, and sections of Nerses of Lambron's Orations.[59]
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His fascination was so great that he even considered a replacement of the Cain story of the Bible with that of the legend of Armenian patriarch Haik.[59] He may be credited with the birth of Armenology and its propagation.[59] His profound lyricism and ideological courage has inspired many Armenian poets, the likes of Ghevond Alishan, Smbat Shahaziz, Hovhannes Tumanyan, Ruben Vorberian, and others.[59]
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In 1817, he journeyed to Rome. On returning to Venice, he wrote the fourth canto of Childe Harold. About the same time, he sold Newstead and published Manfred, Cain, and The Deformed Transformed. The first five cantos of Don Juan were written between 1818 and 1820. During this period he met the 18-year-old Countess Guiccioli, who found her first love in Byron, and asked her to elope with him.[58]
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Led by love for the local aristocratic, young, and newly married Teresa Guiccioli, Byron lived in Ravenna from 1819 to 1821. Here he continued Don Juan and wrote the Ravenna Diary and My Dictionary and Recollections. Around this time he received visits from Percy Bysshe Shelley, as well as from Thomas Moore, to whom he confided his autobiography or "life and adventures", which Moore, Hobhouse, and Byron's publisher, John Murray,[58] burned in 1824, a month after Byron's death.[39] Of Byron's lifestyle in Ravenna we know more from Shelley, who documented some of its more colourful aspects in a letter: "Lord Byron gets up at two. I get up, quite contrary to my usual custom … at 12. After breakfast we sit talking till six. From six to eight we gallop through the pine forest which divide Ravenna from the sea; we then come home and dine, and sit up gossiping till six in the morning. I don’t suppose this will kill me in a week or fortnight, but I shall not try it longer. Lord B.’s establishment consists, besides servants, of ten horses, eight enormous dogs, three monkeys, five cats, an eagle, a crow, and a falcon; and all these, except the horses, walk about the house, which every now and then resounds with their unarbitrated quarrels, as if they were the masters of it… . [P.S.] I find that my enumeration of the animals in this Circean Palace was defective … . I have just met on the grand staircase five peacocks, two guinea hens, and an Egyptian crane. I wonder who all these animals were before they were changed into these shapes."[60]
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In 1821 Byron left Ravenna and went to live in the Tuscan city of Pisa, to which Teresa had also relocated. From 1821 to 1822, Byron finished Cantos 6–12 of Don Juan at Pisa, and in the same year he joined with Leigh Hunt and Shelley in starting a short-lived newspaper, The Liberal, in whose first number The Vision of Judgment appeared. For the first time since his arrival in Italy, Byron found himself tempted to give dinner parties; his guests included the Shelleys, Edward Ellerker Williams, Thomas Medwin, John Taaffe, and Edward John Trelawny; and "never", as Shelley said, "did he display himself to more advantage than on these occasions; being at once polite and cordial, full of social hilarity and the most perfect good humour; never diverging into ungraceful merriment, and yet keeping up the spirit of liveliness throughout the evening."[61]
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Shelley and Williams rented a house on the coast and had a schooner built. Byron decided to have his own yacht, and engaged Trelawny's friend, Captain Daniel Roberts, to design and construct the boat. Named the Bolivar, it was later sold to Charles John Gardiner, 1st Earl of Blessington, and Marguerite, Countess of Blessington, when Byron left for Greece in 1823.[62][63]
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Byron attended the funeral of Shelley, which was orchestrated by Trelawny after Williams and Shelley drowned in a boating accident on 8 July 1822. His last Italian home was Genoa. While living there he was accompanied by the Countess Guiccioli and the Blessingtons. Lady Blessington based much of the material in her book, Conversations with Lord Byron, on the time spent together there. This book became an important biographical text about Byron’s life just prior to his death.
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Byron was living in Genoa when, in 1823, while growing bored with his life there, he accepted overtures for his support from representatives of the movement for Greek independence from the Ottoman Empire.[64] At first, Byron did not wish to leave his 22-year-old mistress, Countess Teresa Guiccioli, who had abandoned her husband to live with him; ultimately Guiccioli's father, Count Gamba, was allowed to leave his exile in the Romagna under the condition that his daughter return to him, without Byron.[65] At the same time that the philhellene Edward Blaquiere was attempting to recruit him, Byron was confused as to what he was supposed to do in Greece, writing: "Blaquiere seemed to think that I might be of some use-even here;—though what he did not exactly specify".[65] With the assistance of his banker and Captain Daniel Roberts, Byron chartered the brig Hercules to take him to Greece. When Byron left Genoa, it caused "passionate grief" from Guiccioli, who wept openly as he sailed away to Greece. The Hercules was forced to return to port shortly afterwards. When it set sail for the final time, Guiccioli had already left Genoa.[66] On 16 July, Byron left Genoa, arriving at Kefalonia in the Ionian Islands on 4 August.
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His voyage is covered in detail in Donald Prell's Sailing with Byron from Genoa to Cephalonia.[67] Prell also wrote of a coincidence in Byron's chartering the Hercules. The vessel was launched only a few miles south of Seaham Hall, where in 1815 Byron married Annabella Milbanke. Between 1815 and 1823 the vessel was in service between England and Canada. Suddenly in 1823, the ship's Captain decided to sail to Genoa and offer the Hercules for charter. After taking Byron to Greece, the ship returned to England, never again to venture into the Mediterranean. The Hercules was aged 37 when, on 21 September 1852, she went aground near Hartlepool, only 25 miles south of Sunderland, where in 1815, her keel was laid; Byron's "keel was laid" nine months before his official birth date, 22 January 1788; therefore in ship-years, he was aged 37, when he died in Missolonghi.[68]
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Byron initially stayed on the island of Kefalonia, where he was besieged by agents of the rival Greek factions, all of whom wanted to recruit Byron to their own cause.[69] The Ionian islands, of which Kefalonia is one, were under British rule until 1864. Byron spent £4,000 of his own money to refit the Greek fleet.[70] When Byron travelled to the mainland of Greece on the night of 28 December 1823, Byron's ship was surprised by an Ottoman warship, which did not attack his ship as the Ottoman captain mistook Byron's boat for a fireship.[71] To avoid the Ottoman Navy, which he encountered several times on his voyage, Byron was forced to take a roundabout route and only reached Missolonghi on 5 January 1824.[71]
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After arriving in Missolonghi, Byron joined forces with Alexandros Mavrokordatos, a Greek politician with military power. Byron moved to the second floor of a two-story house and was forced to spend much of his time dealing with unruly Souliotes who demanded that Byron pay them the back-pay owed to them by the Greek government.[72] Byron gave the Souliotes some £6,000 pounds.[73] Byron was supposed to lead an attack on the Ottoman fortress of Navpaktos, whose Albanian garrison were unhappy due to pay arrears and who offered to put up only token resistance if Byron was willing to bribe them into surrendering. However, Ottoman commander Yussuf Pasha executed the mutinous Albanian officers who were offering to surrender Navpaktos to Byron and arranged to have some of the pay arrears paid out to the rest of the garrison.[74] Byron never led the attack on Navpaktos because the Souliotes kept demanding that Byron pay them more and more money before they would march; Byron grew tired of their blackmail and sent them all home on 15 February 1824.[74] Byron wrote in a note to himself: "Having tried in vain at every expence-considerable trouble—and some danger to unite the Suliotes for the good of Greece-and their own—I have come to the following resolution—I will have nothing more to do with the Suliotes-they may go to the Turks or the devil...they may cut me into more pieces than they have dissensions among them, sooner than change my resolution".[74] At the same time, Guiccioli's brother, Pietro Gamba, who had followed Byron to Greece, exasperated Byron with his incompetence as he consistently made expensive mistakes. For example, when asked to buy some cloth from Corfu, Gamba ordered the wrong cloth in excess, leading to the bill being 10 times higher than what Byron wanted.[75] Byron wrote about his right-hand man: "Gamba—who is anything but lucky—had something to do with it—and as usual—the moment he had—matters went wrong".[73]
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To help raise money for the revolution, Byron sold his estate Rochdale Manor in England, which raised some £11,250 pound sterling; this led Byron to estimate that he now had some £20,000 pounds at his disposal, all of which he planned to spend on the Greek cause.[76] In today's money Byron would have been a millionaire many times over, and the news that a fabulously wealthy British aristocrat known for his generosity in spending money had arrived in Greece made Byron the object of much solicitation in a desperately poor country like Greece.[76] Byron wrote to his business agent in England, "I should not like to give the Greeks but a half helping hand", saying he would have wanted to spend his entire fortune on Greek freedom.[76] Byron found himself besieged by various people, both Greek and foreign, who tried to persuade Byron to open up his pocketbook to support them. By the end of March 1824, the so-called "Byron brigade" of 30 philhellene officers and about 200 men had been formed, paid for entirely by Byron.[77] Leadership of the Greek cause in the Roumeli region was divided between two rival leaders: a former Klepht (bandit), Odysseas Androutsos; and a wealthy Phanariot merchant, Alexandros Mavrokordatos. Byron used his prestige to attempt to persuade the two rival leaders to come together to focus on defeating the Ottomans.[78] At same time, other leaders of the Greek factions like Petrobey Mavromichalis and Theodoros Kolokotronis wrote letters to Byron telling him to disregard all of the Roumeliot leaders and to come to their respective areas in the Peloponnese. This drove Byron to distraction; he complained that the Greeks were hopelessly disunited and spent more time feuding with each other than trying to win independence.[79] Byron's friend Edward John Trelawny had aligned himself with Androutsos, who ruled Athens, and was now pressing for Byron to break with Mavrokordatos in favour of backing his rival Androutsos.[77] Androutsos, having won over Trelawny to his cause, was now anxious to persuade Byron to put his wealth behind his claim to be the leader of Greece.[80] Byron wrote with disgust about how one of the Greek captains, former Klepht Georgios Karaiskakis, attacked Missolonghi on 3 April 1824 with some 150 men supported by the Souliotes as he was unhappy with Mavrokordatos's leadership, leading to a brief bout of inter-Greek fighting before Karaiskakis was chased away by 6 April.[81]
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Byron adopted a nine-year-old Turkish Muslim girl called Hato whose parents had been killed by the Greeks, whom he ultimately sent to safety in Kefalonia, knowing well that religious hatred between the Orthodox Greeks and Muslim Turks was running high and that any Muslim in Greece, even a child, was in serious danger.[82] Until 1934, most Turks did not have surnames, so Hato's lack of a surname was quite typical for a Turkish family at this time. During this time, Byron pursued his Greek page, Lukas Chalandritsanos, with whom he had fallen madly in love, but the affections went unrequited.[39][82] Byron was infatuated with the teenage Chalandritsanos, whom he spoiled outrageously, spending some £600 (the equivalent to about £24,600 in today's money) to cater to his every whim over the course of six months and writing his last poems about his passion for the Greek boy, but Chalandritsanos was only interested in Byron's money.[82] When the famous Danish sculptor Bertel Thorvaldsen heard about Byron's heroics in Greece, he voluntarily resculpted his earlier bust of Byron in Greek marble.[58]
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Mavrokordatos and Byron planned to attack the Turkish-held fortress of Lepanto, at the mouth of the Gulf of Corinth. Byron employed a fire-master to prepare artillery, and he took part of the rebel army under his own command, despite his lack of military experience. Before the expedition could sail, on 15 February 1824, he fell ill, and bloodletting weakened him further.[83] He made a partial recovery, but in early April he caught a violent cold, which therapeutic bleeding, insisted on by his doctors, aggravated. This treatment, carried out with unsterilised medical instruments, may have caused him to develop sepsis. He contracted a violent fever and died in Missolonghi on 19 April.[83]
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His physician at the time, Julius van Millingen, son of Dutch-English archaeologist James Millingen, was unable to prevent his death. It has been said that if Byron had lived and had gone on to defeat the Ottomans, he might have been declared King of Greece. However, contemporary scholars have found such an outcome unlikely.[39] The British historian David Brewer wrote that in one sense, Byron was a failure in Greece as he failed to persuade the rival Greek factions to unite, won no victories and was successful only in the humanitarian sphere, using his great wealth to help the victims of the war, Muslim and Christian, but this did not affect the outcome of the Greek war of independence at all.[84]
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Brewer went on to argue, "In another sense, though, Byron achieved everything he could have wished. His presence in Greece, and in particular his death there, drew to the Greek cause not just the attention of sympathetic nations, but their increasing active participation...Despite the critics, Byron is primarily remembered with admiration as a poet of genius, with something approaching veneration as a symbol of high ideals, and with great affection as a man: for his courage and his ironic slant on life, for his generosity to the grandest of causes and to the humblest of individuals, for the constant interplay of judgment and sympathy. In Greece he is still revered as no other foreigner, and as very few Greeks are, and like a Homeric hero he is accorded an honorific standard epithet, megalos kai kalos, a great and good man".[85]
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Alfred Tennyson would later recall the shocked reaction in Britain when word was received of Byron's death.[39] The Greeks mourned Lord Byron deeply, and he became a hero.[86][87] The national poet of Greece, Dionysios Solomos, wrote a poem about the unexpected loss, named To the Death of Lord Byron.[88] Βύρων, the Greek form of "Byron", continues in popularity as a masculine name in Greece, and a suburb of Athens is called Vyronas in his honour.
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Byron's body was embalmed, but the Greeks wanted some part of their hero to stay with them. According to some sources, his heart remained at Missolonghi.[89] His other remains were sent to England (accompanied by his faithful manservant, "Tita") for burial in Westminster Abbey, but the Abbey refused for reason of "questionable morality".[39][90] Huge crowds viewed his coffin as he lay in state for two days in London.[39] He is buried at the Church of St. Mary Magdalene in Hucknall, Nottinghamshire.[91] A marble slab given by the King of Greece is laid directly above Byron's grave. His daughter, Ada Lovelace, was later buried beside him.[92]
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Byron's friends raised the sum of 1,000 pounds to commission a statue of the writer; Thorvaldsen offered to sculpt it for that amount.[58] However, for ten years after the statue was completed in 1834, most British institutions turned it down, and it remained in storage. The statue was refused by the British Museum, St. Paul's Cathedral, Westminster Abbey and the National Gallery[58] before Trinity College, Cambridge, finally placed the statue of Byron in its library.[58]
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In 1969, 145 years after Byron's death, a memorial to him was finally placed in Westminster Abbey.[93][94] The memorial had been lobbied for since 1907: The New York Times wrote, "People are beginning to ask whether this ignoring of Byron is not a thing of which England should be ashamed ... a bust or a tablet might be put in the Poets' Corner and England be relieved of ingratitude toward one of her really great sons."[95]
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Robert Ripley had drawn a picture of Boatswain's grave with the caption "Lord Byron's dog has a magnificent tomb while Lord Byron himself has none". This came as a shock to the English, particularly schoolchildren, who, Ripley said, raised funds of their own accord to provide the poet with a suitable memorial.[96]
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Close to the centre of Athens, Greece, outside the National Garden, is a statue depicting Greece in the form of a woman crowning Byron. The statue is by the French sculptors Henri-Michel Chapu and Alexandre Falguière. Since 2008, the anniversary of Byron's death, 19 April, has been honoured in Greece as "Byron Day".[97]
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Upon his death, the barony passed to Byron's cousin George Anson Byron, a career naval officer.
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Lady Caroline Lamb
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Jane Elizabeth Scott "Lady Oxford"
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Augusta Leigh
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Anne Isabella Milbanke in 1812 by Charles Hayter
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Teresa, Contessa Guiccioli
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Byron described his first intense feelings at age eight for his distant cousin, Mary Duff:
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My mother used always to rally me about this childish amour, and at last, many years after, when I was sixteen, she told me one day, 'O Byron, I have had a letter from Edinburgh, and your old sweetheart, Mary Duff, is married to Mr. C***.' And what was my answer? I really cannot explain or account for my feelings at that moment, but they nearly threw me into convulsions... How the deuce did all this occur so early? Where could it originate? I certainly had no sexual ideas for years afterwards; and yet my misery, my love for that girl were so violent, that I sometimes doubt if I have ever been really attached since. Be that as it may, hearing of her marriage several years after was like a thunder-stroke – it nearly choked me – to the horror of my mother and the astonishment and almost incredulity of every body. And it is a phenomenon in my existence (for I was not eight years old) which has puzzled, and will puzzle me to the latest hour of it; and lately, I know not why, the recollection (not the attachment) has recurred as forcibly as ever...But, the more I reflect, the more I am bewildered to assign any cause for this precocity of affection.[98]
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Byron also became attached to Margaret Parker, another distant cousin.[35] While his recollection of his love for Mary Duff is that he was ignorant of adult sexuality during this time and was bewildered as to the source of the intensity of his feelings, he would later confess that:
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My passions were developed very early – so early, that few would believe me – if I were to state the period – and the facts which accompanied it. Perhaps this was one of the reasons that caused the anticipated melancholy of my thoughts – having anticipated life.[99]
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This is the only reference Byron himself makes to the event, and he is ambiguous as to how old he was when it occurred. After his death, his lawyer wrote to a mutual friend telling him a "singular fact" about Byron's life which was "scarcely fit for narration". But he disclosed it nonetheless, thinking it might explain Byron's sexual "propensities":
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When nine years old at his mother's house a Free Scotch girl [May, sometimes called Mary, Gray, one of his first caretakers] used to come to bed to him and play tricks with his person.[100]
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Gray later used this knowledge as a means of ensuring his silence if he were to be tempted to disclose the "low company" she kept during drinking binges.[101] She was later dismissed, supposedly for beating Byron when he was 11.[35]
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A few years later, while he was still a child, Lord Grey De Ruthyn (unrelated to May Gray), a suitor of his mother's, also made sexual advances on him.[102] Byron's personality has been characterised as exceptionally proud and sensitive, especially when it came to his deformity.[15] His extreme reaction to seeing his mother flirting outrageously with Lord Grey De Ruthyn after the incident suggests this: he did not tell her of Grey's conduct toward him; he simply refused to speak to him again and ignored his mother's commands to be reconciled.[102] Leslie A. Marchand, one of Byron's biographers, theorises that Lord Grey De Ruthyn's advances prompted Byron's later sexual liaisons with young men at Harrow and Cambridge.[39][failed verification]
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Scholars acknowledge a more or less important bisexual component in Byron's very complex sentimental and sexual life. Bernhard Jackson asserts that "Byron's sexual orientation has long been a difficult, not to say contentious, topic, and anyone who seeks to discuss it must to some degree speculate, since the evidence is nebulous, contradictory and scanty... it is not so simple to define Byron as homosexual or heterosexual: he seems rather to have been both, and either."[103][104] Crompton states: "What was not understood in Byron's own century (except by a tiny circle of his associates) was that Byron was bisexual".[105] Another biographer, Fiona MacCarthy, has posited that Byron's true sexual yearnings were for adolescent males.[39] Byron used a code by which he communicated his homosexual Greek adventures to John Hobhouse in England: Bernhard Jackson recalls that "Byron's early code for sex with a boy" was "Plen(um). and optabil(em). -Coit(um)"[103] Bullough summarizes:
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Byron, was attached to Nicolo Giraud, a young French-Greek lad who had been a model for the painter Lusieri before Byron found him. Byron left him 7,000 pounds in his will. When Byron returned to Italy, he became involved with a number of boys in Venice but eventually settled on Loukas Chalandritsanos, age 15, who was with him when he was killed [sic][106] (Crompton, 1985).
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In 1812, Byron embarked on a well-publicised affair with the married Lady Caroline Lamb that shocked the British public.[107] She had spurned the attention of the poet on their first meeting, subsequently giving Byron what became his lasting epitaph when she famously described him as "mad, bad and dangerous to know".[108] This did not prevent her from pursuing him.[109][110]
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Byron eventually broke off the relationship and moved swiftly on to others (such as that with Lady Oxford), but Lamb never entirely recovered, pursuing him even after he tired of her. She was emotionally disturbed and lost so much weight that Byron sarcastically commented to her mother-in-law, his friend Lady Melbourne, that he was "haunted by a skeleton".[111]
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She began to call on him at home, sometimes dressed in disguise as a pageboy,[107] at a time when such an act could ruin both of them socially. Once, during such a visit, she wrote on a book at his desk, "Remember me!" As a retort, Byron wrote a poem entitled Remember Thee! Remember Thee! which concludes with the line "Thou false to him, thou fiend to me".
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As a child, Byron had seen little of his half-sister Augusta Leigh; in adulthood, he formed a close relationship with her that has been interpreted by some as incestuous,[111] and by others as innocent.[35] Augusta (who was married) gave birth on 15 April 1814 to her third daughter, Elizabeth Medora Leigh, rumoured by some to be Byron's.
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Eventually Byron began to court Lady Caroline's cousin Anne Isabella Milbanke ("Annabella"), who refused his first proposal of marriage but later accepted him. Milbanke was a highly moral woman, intelligent and mathematically gifted; she was also an heiress. They married at Seaham Hall, County Durham, on 2 January 1815.[111]
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The marriage proved unhappy. They had a daughter, Augusta Ada. On 16 January 1816, Lady Byron left him, taking Ada with her. That same year (21 April), Byron signed the Deed of Separation. Rumours of marital violence, adultery with actresses, incest with Augusta Leigh, and sodomy were circulated, assisted by a jealous Lady Caroline.[111] In a letter, Augusta quoted him as saying: "Even to have such a thing said is utter destruction and ruin to a man from which he can never recover." That same year Lady Caroline published her popular novel Glenarvon, in which Lord Byron was portrayed as the seedy title character.[112]
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Elizabeth Medora Leigh (1814–1849)
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Ada Lovelace(1815–1852)
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Clara Allegra Byron (1817–1822)
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Byron wrote a letter to John Hanson from Newstead Abbey, dated 17 January 1809, that includes "You will discharge my Cook, & Laundry Maid, the other two I shall retain to take care of the house, more especially as the youngest is pregnant (I need not tell you by whom) and I cannot have the girl on the parish."[113] His reference to "The youngest" is understood to have been to a maid, Lucy, and the parenthesised remark to indicate himself as siring a son born that year. In 2010 part of a baptismal record was uncovered which apparently said: "September 24 George illegitimate son of Lucy Monk, illegitimate son of Baron Byron, of Newstead, Nottingham, Newstead Abbey."[114]
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Augusta Leigh's child, Elizabeth Medora Leigh, born 1814, was very likely fathered by Byron, who was Augusta's half-brother.
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Byron had a child, The Hon. Augusta Ada Byron ("Ada", later Countess of Lovelace), in 1815, by his wife Annabella Byron, Lady Byron (née Anne Isabella Milbanke, or "Annabella"), later Lady Wentworth. Ada Lovelace, notable in her own right, collaborated with Charles Babbage on the analytical engine, a predecessor to modern computers. She is recognised[115] as one of[116] the world's first computer programmers.
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He also had an extramarital child in 1817, Clara Allegra Byron, with Claire Clairmont, stepsister of Mary Shelley and stepdaughter of William Godwin, writer of Political Justice and Caleb Williams. Allegra is not entitled to the style "The Hon." as is usually given to the daughter of barons, since she was born outside of his marriage. Born in Bath in 1817, Allegra lived with Byron for a few months in Venice; he refused to allow an Englishwoman caring for the girl to adopt her and objected to her being raised in the Shelleys' household.[58] He wished for her to be brought up Catholic and not marry an Englishman,[58] and he made arrangements for her to inherit 5,000 lira upon marriage or when she reached the age of 21, provided she did not marry a native of Britain.[58] However, the girl died aged five of a fever in Bagnacavallo, Italy, while Byron was in Pisa; he was deeply upset by the news.[58] He had Allegra's body sent back to England to be buried at his old school, Harrow, because Protestants could not be buried in consecrated ground in Catholic countries.[58] At one time he himself had wanted to be buried at Harrow. Byron was indifferent towards Allegra's mother, Claire Clairmont.[58]
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Byron enjoyed adventure, especially relating to the sea.[18]
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The first recorded notable example of open water swimming took place on 3 May 1810 when Lord Byron swam from Europe to Asia across the Hellespont Strait.[117] This is often seen as the birth of the sport and pastime, and to commemorate it, the event is recreated every year as an open water swimming event.[118]
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Whilst sailing from Genoa to Cephalonia in 1823, every day at noon, Byron and Trelawny, in calm weather, jumped overboard for a swim without fear of sharks, which were not unknown in those waters. Once, according to Trelawny, they let the geese and ducks loose and followed them and the dogs into the water, each with an arm in the ship Captain’s new scarlet waistcoat, to the annoyance of the Captain and the amusement of the crew.[119]
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Byron had a great love of animals, most notably for a Newfoundland dog named Boatswain. When the animal contracted rabies, Byron nursed him, albeit unsuccessfully, without any thought or fear of becoming bitten and infected.[120][121]
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Although deep in debt at the time, Byron commissioned an impressive marble funerary monument for Boatswain at Newstead Abbey, larger than his own, and the only building work which he ever carried out on his estate. In his 1811 will, Byron requested that he be buried with him.[58] The 26‐line poem "Epitaph to a Dog" has become one of his best-known works, but a draft of an 1830 letter by Hobhouse shows him to be the author, and that Byron decided to use Hobhouse's lengthy epitaph instead of his own, which read: "To mark a friend's remains these stones arise/I never knew but one – and here he lies."[122]
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Byron also kept a tame bear while he was a student at Trinity, out of resentment for rules forbidding pet dogs like his beloved Boatswain. There being no mention of bears in their statutes, the college authorities had no legal basis for complaining: Byron even suggested that he would apply for a college fellowship for the bear.[123]
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During his lifetime, in addition to numerous cats, dogs, and horses, Byron kept a fox, monkeys, an eagle, a crow, a falcon, peacocks, guinea hens, an Egyptian crane, a badger, geese, a heron, and a goat.[124] Except for the horses, they all resided indoors at his homes in England, Switzerland, Italy, and Greece.[citation needed]
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I am such a strange mélange of good and evil that it would be difficult to describe me.[125]
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As a boy, Byron's character is described as a "mixture of affectionate sweetness and playfulness, by which it was impossible not to be attached", although he also exhibited "silent rages, moody sullenness and revenge" with a precocious bent for attachment and obsession.[98]
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From birth, Byron suffered from a deformity of his right foot. Although it has generally been referred to as a "club foot", some modern medical authors maintain that it was a consequence of infantile paralysis (poliomyelitis), and others that it was a dysplasia, a failure of the bones to form properly.[126] Whatever the cause, he was afflicted with a limp that caused him lifelong psychological and physical misery, aggravated by painful and pointless "medical treatment" in his childhood and the nagging suspicion that with proper care it might have been cured.[127]
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He was extremely self-conscious about this from a young age, nicknaming himself le diable boîteux[128] (French for "the limping devil", after the nickname given to Asmodeus by Alain-René Lesage in his 1707 novel of the same name). Although he often wore specially-made shoes in an attempt to hide the deformed foot,[39] he refused to wear any type of brace that might improve the limp.[18]
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Scottish novelist John Galt felt his oversensitivity to the "innocent fault in his foot was unmanly and excessive" because the limp was "not greatly conspicuous". He first met Byron on a voyage to Sardinia and did not realise he had any deficiency for several days, and still could not tell at first if the lameness was a temporary injury or not. At the time Galt met him he was an adult and had worked to develop "a mode of walking across a room by which it was scarcely at all perceptible".[20] The motion of the ship at sea may also have helped to create a favourable first impression and hide any deficiencies in his gait, but Galt's biography is also described as being "rather well-meant than well-written", so Galt may be guilty of minimising a defect that was actually still noticeable.[129]
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Byron's adult height was 5 feet 8.5 inches (1.74 m), his weight fluctuating between 9.5 stone (133 lb; 60 kg) and 14 stone (200 lb; 89 kg). He was renowned for his personal beauty, which he enhanced by wearing curl-papers in his hair at night.[130] He was athletic, being a competent boxer and horse-rider and an excellent swimmer. He attended pugilistic tuition at the Bond Street rooms of former prizefighting champion ‘Gentleman’ John Jackson, whom Byron called ‘the Emperor of Pugilism’, and recorded these sparring sessions in his letters and journals.[131]
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Byron and other writers, such as his friend Hobhouse, described his eating habits in detail. At the time he entered Cambridge, he went on a strict diet to control his weight. He also exercised a great deal, and at that time wore a great amount of clothes to cause himself to perspire. For most of his life he was a vegetarian and often lived for days on dry biscuits and white wine. Occasionally he would eat large helpings of meat and desserts, after which he would purge himself. Although he is described by Galt and others as having a predilection for "violent" exercise, Hobhouse suggests that the pain in his deformed foot made physical activity difficult and that his weight problem was the result.[130]
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Byron first took his seat in the House of Lords 13 March 1809[132] but left London on 11 June 1809 for the Continent.[133] Byron's association with the Holland House Whigs provided him with a discourse of liberty rooted in the Glorious Revolution of 1688.[134] A strong advocate of social reform, he received particular praise as one of the few Parliamentary defenders of the Luddites: specifically, he was against a death penalty for Luddite "frame breakers" in Nottinghamshire, who destroyed textile machines that were putting them out of work. His first speech before the Lords, on 27 February 1812, was loaded with sarcastic references to the "benefits" of automation, which he saw as producing inferior material as well as putting people out of work, and concluded the proposed law was only missing two things to be effective: "Twelve Butchers for a Jury and a Jeffries for a Judge!". Byron's speech was officially recorded and printed in Hansard.[135] He said later that he "spoke very violent sentences with a sort of modest impudence" and thought he came across as "a bit theatrical".[136] The full text of the speech, which he had previously written out, was presented to Dallas in manuscript form and he quotes it in his work.[137]
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Two months later, in conjunction with the other Whigs, Byron made another impassioned speech before the House of Lords in support of Catholic emancipation.[134][138] Byron expressed opposition to the established religion because it was unfair to people of other faiths.[139]
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These experiences inspired Byron to write political poems such as Song for the Luddites (1816) and The Landlords' Interest, Canto XIV of The Age of Bronze.[140]
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Examples of poems in which he attacked his political opponents include Wellington: The Best of the Cut-Throats (1819) and The Intellectual Eunuch Castlereagh (1818).[141]
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Byron wrote prolifically.[142] In 1832 his publisher, John Murray, released the complete works in 14 duodecimo volumes, including a life[136] by Thomas Moore. Subsequent editions were released in 17 volumes, first published a year later, in 1833.
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Byron's magnum opus, Don Juan, a poem spanning 17 cantos, ranks as one of the most important long poems published in England since John Milton's Paradise Lost.[143] The poem, often called the epic of its time, has roots deep in literary tradition and, although regarded by early Victorians as somewhat shocking, equally involves itself with its own contemporary world at all levels – social, political, literary and ideological. In addition to its biting satire, the poem (especially in the early cantos) is funny.[144]
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Byron published the first two cantos anonymously in 1819 after disputes with his regular publisher over the shocking nature of the poetry. By this time, he had been a famous poet for seven years, and when he self-published the beginning cantos, they were well received in some quarters.[40] It was then released volume by volume through his regular publishing house.[40] By 1822, cautious acceptance by the public had turned to outrage, and Byron's publisher refused to continue to publish the works.[40] In Canto III of Don Juan, Byron expresses his detestation for poets such as William Wordsworth and Samuel Taylor Coleridge.[40][145] In letters to Francis Hodgson, Byron referred to Wordsworth as "Turdsworth".[146]
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Byron wrote Irish Avatar in connection with the trip of the King of the United Kingdom George IV to Ireland. Byron's official interpretation of this fact is contrasted with the indignation of British tyranny imbued with angry copyright. Byron's satire is directed against both despotism and lackey. In his satire, the poet is indignant at the anguish of those who crawled before George, as before the new "god". The author reminds the Irish that in the person of George IV they should see the British government, which took away all their freedoms. The lyrical hero calls on the Irish to fight against British tyranny and speaks of their love for those Irish who are fighting for the freedom of their country.
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Byron was a bitter opponent of Lord Elgin's removal of the Parthenon marbles from Greece and "reacted with fury" when Elgin's agent gave him a tour of the Parthenon, during which he saw the spaces left by the missing friezes and metopes. He denounced Elgin's actions in his poem The Curse of Minerva and in Canto II (stanzas XI–XV) of Childe Harold's Pilgrimage.[147]
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Byron is considered to be the first modern-style celebrity. His image as the personification of the Byronic hero fascinated the public,[39] and his wife Annabella coined the term "Byromania" to refer to the commotion surrounding him.[39] His self-awareness and personal promotion are seen as a beginning to what would become the modern rock star; he would instruct artists painting portraits of him not to paint him with pen or book in hand, but as a "man of action."[39] While Byron first welcomed fame, he later turned from it by going into voluntary exile from Britain.[28]
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Biographies were distorted by the burning of Byron's memoir in the offices of his publisher, John Murray, a month after his death and the suppression of details of Byron's bisexuality by subsequent heads of the firm (which held the richest Byron archive). As late as the 1950s, scholar Leslie Marchard was expressly forbidden by the Murray company to reveal details of Byron's same-sex passions.[148]
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The re-founding of the Byron Society in 1971 reflected the fascination that many people had with Byron and his work.[149] This society became very active, publishing an annual journal. Thirty-six Byron Societies function throughout the world, and an International Conference takes place annually.
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Byron exercised a marked influence on Continental literature and art, and his reputation as a poet is higher in many European countries than in Britain or America, although not as high as in his time, when he was widely thought to be the greatest poet in the world.[28] Byron's writings also inspired many composers. Over forty operas have been based on his works, in addition to three operas about Byron himself (including Virgil Thomson's Lord Byron). His poetry was set to music by many Romantic composers, including Beethoven, Schubert, Rossini, Mendelssohn, Schumann and Carl Loewe. Among his greatest admirers was Hector Berlioz, whose operas and Mémoires reveal Byron's influence.[150]
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The figure of the Byronic hero pervades much of his work, and Byron himself is considered to epitomise many of the characteristics of this literary figure.[39] The use of a Byronic hero by many authors and artists of the Romantic movement show Byron's influence during the 19th century and beyond, including the Brontë sisters.[39][151] His philosophy was more durably influential in continental Europe than in England; Friedrich Nietzsche admired him, and the Byronic hero was echoed in Nietzsche's superman.[152]
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The Byronic hero presents an idealised, but flawed character whose attributes include: great talent; great passion; a distaste for society and social institutions; a lack of respect for rank and privilege (although possessing both); being thwarted in love by social constraint or death; rebellion; exile; an unsavory secret past; arrogance; overconfidence or lack of foresight; and, ultimately, a self-destructive manner. These types of characters have since become ubiquitous in literature and politics.
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This article incorporates text from a publication now in the public domain: Cousin, John William (1910). A Short Biographical Dictionary of English Literature. London: J. M. Dent & Sons – via Wikisource.
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A computer is a machine that can be instructed to carry out sequences of arithmetic or logical operations automatically via computer programming. Modern computers have the ability to follow generalized sets of operations, called programs. These programs enable computers to perform an extremely wide range of tasks. A "complete" computer including the hardware, the operating system (main software), and peripheral equipment required and used for "full" operation can be referred to as a computer system. This term may as well be used for a group of computers that are connected and work together, in particular a computer network or computer cluster.
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Computers are used as control systems for a wide variety of industrial and consumer devices. This includes simple special purpose devices like microwave ovens and remote controls, factory devices such as industrial robots and computer-aided design, and also general purpose devices like personal computers and mobile devices such as smartphones. The Internet is run on computers and it connects hundreds of millions of other computers and their users.
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Early computers were only conceived as calculating devices. Since ancient times, simple manual devices like the abacus aided people in doing calculations. Early in the Industrial Revolution, some mechanical devices were built to automate long tedious tasks, such as guiding patterns for looms. More sophisticated electrical machines did specialized analog calculations in the early 20th century. The first digital electronic calculating machines were developed during World War II. The first semiconductor transistors in the late 1940s were followed by the silicon-based MOSFET (MOS transistor) and monolithic integrated circuit (IC) chip technologies in the late 1950s, leading to the microprocessor and the microcomputer revolution in the 1970s. The speed, power and versatility of computers have been increasing dramatically ever since then, with MOS transistor counts increasing at a rapid pace (as predicted by Moore's law), leading to the Digital Revolution during the late 20th to early 21st centuries.
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Conventionally, a modern computer consists of at least one processing element, typically a central processing unit (CPU) in the form of a metal-oxide-semiconductor (MOS) microprocessor, along with some type of computer memory, typically MOS semiconductor memory chips. The processing element carries out arithmetic and logical operations, and a sequencing and control unit can change the order of operations in response to stored information. Peripheral devices include input devices (keyboards, mice, joystick, etc.), output devices (monitor screens, printers, etc.), and input/output devices that perform both functions (e.g., the 2000s-era touchscreen). Peripheral devices allow information to be retrieved from an external source and they enable the result of operations to be saved and retrieved.
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According to the Oxford English Dictionary, the first known use of the word "computer" was in 1613 in a book called The Yong Mans Gleanings by English writer Richard Braithwait: "I haue [sic] read the truest computer of Times, and the best Arithmetician that euer [sic] breathed, and he reduceth thy dayes into a short number." This usage of the term referred to a human computer, a person who carried out calculations or computations. The word continued with the same meaning until the middle of the 20th century. During the latter part of this period women were often hired as computers because they could be paid less than their male counterparts.[1] By 1943, most human computers were women.[2]
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The Online Etymology Dictionary gives the first attested use of "computer" in the 1640s, meaning "one who calculates"; this is an "agent noun from compute (v.)". The Online Etymology Dictionary states that the use of the term to mean "'calculating machine' (of any type) is from 1897." The Online Etymology Dictionary indicates that the "modern use" of the term, to mean "programmable digital electronic computer" dates from "1945 under this name; [in a] theoretical [sense] from 1937, as Turing machine".[3]
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Devices have been used to aid computation for thousands of years, mostly using one-to-one correspondence with fingers. The earliest counting device was probably a form of tally stick. Later record keeping aids throughout the Fertile Crescent included calculi (clay spheres, cones, etc.) which represented counts of items, probably livestock or grains, sealed in hollow unbaked clay containers.[4][5] The use of counting rods is one example.
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The abacus was initially used for arithmetic tasks. The Roman abacus was developed from devices used in Babylonia as early as 2400 BC. Since then, many other forms of reckoning boards or tables have been invented. In a medieval European counting house, a checkered cloth would be placed on a table, and markers moved around on it according to certain rules, as an aid to calculating sums of money.[6]
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The Antikythera mechanism is believed to be the earliest mechanical analog "computer", according to Derek J. de Solla Price.[7] It was designed to calculate astronomical positions. It was discovered in 1901 in the Antikythera wreck off the Greek island of Antikythera, between Kythera and Crete, and has been dated to c. 100 BC. Devices of a level of complexity comparable to that of the Antikythera mechanism would not reappear until a thousand years later.
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Many mechanical aids to calculation and measurement were constructed for astronomical and navigation use. The planisphere was a star chart invented by Abū Rayhān al-Bīrūnī in the early 11th century.[8] The astrolabe was invented in the Hellenistic world in either the 1st or 2nd centuries BC and is often attributed to Hipparchus. A combination of the planisphere and dioptra, the astrolabe was effectively an analog computer capable of working out several different kinds of problems in spherical astronomy. An astrolabe incorporating a mechanical calendar computer[9][10] and gear-wheels was invented by Abi Bakr of Isfahan, Persia in 1235.[11] Abū Rayhān al-Bīrūnī invented the first mechanical geared lunisolar calendar astrolabe,[12] an early fixed-wired knowledge processing machine[13] with a gear train and gear-wheels,[14] c. 1000 AD.
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The sector, a calculating instrument used for solving problems in proportion, trigonometry, multiplication and division, and for various functions, such as squares and cube roots, was developed in the late 16th century and found application in gunnery, surveying and navigation.
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The planimeter was a manual instrument to calculate the area of a closed figure by tracing over it with a mechanical linkage.
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The slide rule was invented around 1620–1630, shortly after the publication of the concept of the logarithm. It is a hand-operated analog computer for doing multiplication and division. As slide rule development progressed, added scales provided reciprocals, squares and square roots, cubes and cube roots, as well as transcendental functions such as logarithms and exponentials, circular and hyperbolic trigonometry and other functions. Slide rules with special scales are still used for quick performance of routine calculations, such as the E6B circular slide rule used for time and distance calculations on light aircraft.
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In the 1770s, Pierre Jaquet-Droz, a Swiss watchmaker, built a mechanical doll (automaton) that could write holding a quill pen. By switching the number and order of its internal wheels different letters, and hence different messages, could be produced. In effect, it could be mechanically "programmed" to read instructions. Along with two other complex machines, the doll is at the Musée d'Art et d'Histoire of Neuchâtel, Switzerland, and still operates.[15]
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The tide-predicting machine invented by Sir William Thomson in 1872 was of great utility to navigation in shallow waters. It used a system of pulleys and wires to automatically calculate predicted tide levels for a set period at a particular location.
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The differential analyser, a mechanical analog computer designed to solve differential equations by integration, used wheel-and-disc mechanisms to perform the integration. In 1876, Lord Kelvin had already discussed the possible construction of such calculators, but he had been stymied by the limited output torque of the ball-and-disk integrators.[16] In a differential analyzer, the output of one integrator drove the input of the next integrator, or a graphing output. The torque amplifier was the advance that allowed these machines to work. Starting in the 1920s, Vannevar Bush and others developed mechanical differential analyzers.
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Charles Babbage, an English mechanical engineer and polymath, originated the concept of a programmable computer. Considered the "father of the computer",[17] he conceptualized and invented the first mechanical computer in the early 19th century. After working on his revolutionary difference engine, designed to aid in navigational calculations, in 1833 he realized that a much more general design, an Analytical Engine, was possible. The input of programs and data was to be provided to the machine via punched cards, a method being used at the time to direct mechanical looms such as the Jacquard loom. For output, the machine would have a printer, a curve plotter and a bell. The machine would also be able to punch numbers onto cards to be read in later. The Engine incorporated an arithmetic logic unit, control flow in the form of conditional branching and loops, and integrated memory, making it the first design for a general-purpose computer that could be described in modern terms as Turing-complete.[18][19]
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The machine was about a century ahead of its time. All the parts for his machine had to be made by hand – this was a major problem for a device with thousands of parts. Eventually, the project was dissolved with the decision of the British Government to cease funding. Babbage's failure to complete the analytical engine can be chiefly attributed to political and financial difficulties as well as his desire to develop an increasingly sophisticated computer and to move ahead faster than anyone else could follow. Nevertheless, his son, Henry Babbage, completed a simplified version of the analytical engine's computing unit (the mill) in 1888. He gave a successful demonstration of its use in computing tables in 1906.
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During the first half of the 20th century, many scientific computing needs were met by increasingly sophisticated analog computers, which used a direct mechanical or electrical model of the problem as a basis for computation. However, these were not programmable and generally lacked the versatility and accuracy of modern digital computers.[20] The first modern analog computer was a tide-predicting machine, invented by Sir William Thomson in 1872. The differential analyser, a mechanical analog computer designed to solve differential equations by integration using wheel-and-disc mechanisms, was conceptualized in 1876 by James Thomson, the brother of the more famous Lord Kelvin.[16]
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The art of mechanical analog computing reached its zenith with the differential analyzer, built by H. L. Hazen and Vannevar Bush at MIT starting in 1927. This built on the mechanical integrators of James Thomson and the torque amplifiers invented by H. W. Nieman. A dozen of these devices were built before their obsolescence became obvious. By the 1950s, the success of digital electronic computers had spelled the end for most analog computing machines, but analog computers remained in use during the 1950s in some specialized applications such as education (control systems) and aircraft (slide rule).
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By 1938, the United States Navy had developed an electromechanical analog computer small enough to use aboard a submarine. This was the Torpedo Data Computer, which used trigonometry to solve the problem of firing a torpedo at a moving target. During World War II similar devices were developed in other countries as well.
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Early digital computers were electromechanical; electric switches drove mechanical relays to perform the calculation. These devices had a low operating speed and were eventually superseded by much faster all-electric computers, originally using vacuum tubes. The Z2, created by German engineer Konrad Zuse in 1939, was one of the earliest examples of an electromechanical relay computer.[21]
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In 1941, Zuse followed his earlier machine up with the Z3, the world's first working electromechanical programmable, fully automatic digital computer.[22][23] The Z3 was built with 2000 relays, implementing a 22 bit word length that operated at a clock frequency of about 5–10 Hz.[24] Program code was supplied on punched film while data could be stored in 64 words of memory or supplied from the keyboard. It was quite similar to modern machines in some respects, pioneering numerous advances such as floating point numbers. Rather than the harder-to-implement decimal system (used in Charles Babbage's earlier design), using a binary system meant that Zuse's machines were easier to build and potentially more reliable, given the technologies available at that time.[25] The Z3 was not itself a universal computer but could be extended to be Turing complete.[26][27]
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Purely electronic circuit elements soon replaced their mechanical and electromechanical equivalents, at the same time that digital calculation replaced analog. The engineer Tommy Flowers, working at the Post Office Research Station in London in the 1930s, began to explore the possible use of electronics for the telephone exchange. Experimental equipment that he built in 1934 went into operation five years later, converting a portion of the telephone exchange network into an electronic data processing system, using thousands of vacuum tubes.[20] In the US, John Vincent Atanasoff and Clifford E. Berry of Iowa State University developed and tested the Atanasoff–Berry Computer (ABC) in 1942,[28] the first "automatic electronic digital computer".[29] This design was also all-electronic and used about 300 vacuum tubes, with capacitors fixed in a mechanically rotating drum for memory.[30]
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During World War II, the British at Bletchley Park achieved a number of successes at breaking encrypted German military communications. The German encryption machine, Enigma, was first attacked with the help of the electro-mechanical bombes which were often run by women.[31][32] To crack the more sophisticated German Lorenz SZ 40/42 machine, used for high-level Army communications, Max Newman and his colleagues commissioned Flowers to build the Colossus.[30] He spent eleven months from early February 1943 designing and building the first Colossus.[33] After a functional test in December 1943, Colossus was shipped to Bletchley Park, where it was delivered on 18 January 1944[34] and attacked its first message on 5 February.[30]
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Colossus was the world's first electronic digital programmable computer.[20] It used a large number of valves (vacuum tubes). It had paper-tape input and was capable of being configured to perform a variety of boolean logical operations on its data, but it was not Turing-complete. Nine Mk II Colossi were built (The Mk I was converted to a Mk II making ten machines in total). Colossus Mark I contained 1,500 thermionic valves (tubes), but Mark II with 2,400 valves, was both 5 times faster and simpler to operate than Mark I, greatly speeding the decoding process.[35][36]
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The ENIAC[37] (Electronic Numerical Integrator and Computer) was the first electronic programmable computer built in the U.S. Although the ENIAC was similar to the Colossus, it was much faster, more flexible, and it was Turing-complete. Like the Colossus, a "program" on the ENIAC was defined by the states of its patch cables and switches, a far cry from the stored program electronic machines that came later. Once a program was written, it had to be mechanically set into the machine with manual resetting of plugs and switches. The programmers of the ENIAC were six women, often known collectively as the "ENIAC girls".[38][39]
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It combined the high speed of electronics with the ability to be programmed for many complex problems. It could add or subtract 5000 times a second, a thousand times faster than any other machine. It also had modules to multiply, divide, and square root. High speed memory was limited to 20 words (about 80 bytes). Built under the direction of John Mauchly and J. Presper Eckert at the University of Pennsylvania, ENIAC's development and construction lasted from 1943 to full operation at the end of 1945. The machine was huge, weighing 30 tons, using 200 kilowatts of electric power and contained over 18,000 vacuum tubes, 1,500 relays, and hundreds of thousands of resistors, capacitors, and inductors.[40]
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The principle of the modern computer was proposed by Alan Turing in his seminal 1936 paper,[41] On Computable Numbers. Turing proposed a simple device that he called "Universal Computing machine" and that is now known as a universal Turing machine. He proved that such a machine is capable of computing anything that is computable by executing instructions (program) stored on tape, allowing the machine to be programmable. The fundamental concept of Turing's design is the stored program, where all the instructions for computing are stored in memory. Von Neumann acknowledged that the central concept of the modern computer was due to this paper.[42] Turing machines are to this day a central object of study in theory of computation. Except for the limitations imposed by their finite memory stores, modern computers are said to be Turing-complete, which is to say, they have algorithm execution capability equivalent to a universal Turing machine.
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Early computing machines had fixed programs. Changing its function required the re-wiring and re-structuring of the machine.[30] With the proposal of the stored-program computer this changed. A stored-program computer includes by design an instruction set and can store in memory a set of instructions (a program) that details the computation. The theoretical basis for the stored-program computer was laid by Alan Turing in his 1936 paper. In 1945, Turing joined the National Physical Laboratory and began work on developing an electronic stored-program digital computer. His 1945 report "Proposed Electronic Calculator" was the first specification for such a device. John von Neumann at the University of Pennsylvania also circulated his First Draft of a Report on the EDVAC in 1945.[20]
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The Manchester Baby was the world's first stored-program computer. It was built at the Victoria University of Manchester by Frederic C. Williams, Tom Kilburn and Geoff Tootill, and ran its first program on 21 June 1948.[43] It was designed as a testbed for the Williams tube, the first random-access digital storage device.[44] Although the computer was considered "small and primitive" by the standards of its time, it was the first working machine to contain all of the elements essential to a modern electronic computer.[45] As soon as the Baby had demonstrated the feasibility of its design, a project was initiated at the university to develop it into a more usable computer, the Manchester Mark 1. Grace Hopper was the first person to develop a compiler for programming language.[2]
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The Mark 1 in turn quickly became the prototype for the Ferranti Mark 1, the world's first commercially available general-purpose computer.[46] Built by Ferranti, it was delivered to the University of Manchester in February 1951. At least seven of these later machines were delivered between 1953 and 1957, one of them to Shell labs in Amsterdam.[47] In October 1947, the directors of British catering company J. Lyons & Company decided to take an active role in promoting the commercial development of computers. The LEO I computer became operational in April 1951[48] and ran the world's first regular routine office computer job.
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The concept of a field-effect transistor was proposed by Julius Edgar Lilienfeld in 1925. John Bardeen and Walter Brattain, while working under William Shockley at Bell Labs, built the first working transistor, the point-contact transistor, in 1947, which was followed by Shockley's bipolar junction transistor in 1948.[49][50] From 1955 onwards, transistors replaced vacuum tubes in computer designs, giving rise to the "second generation" of computers. Compared to vacuum tubes, transistors have many advantages: they are smaller, and require less power than vacuum tubes, so give off less heat. Junction transistors were much more reliable than vacuum tubes and had longer, indefinite, service life. Transistorized computers could contain tens of thousands of binary logic circuits in a relatively compact space. However, early junction transistors were relatively bulky devices that were difficult to manufacture on a mass-production basis, which limited them to a number of specialised applications.[51]
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At the University of Manchester, a team under the leadership of Tom Kilburn designed and built a machine using the newly developed transistors instead of valves.[52] Their first transistorised computer and the first in the world, was operational by 1953, and a second version was completed there in April 1955. However, the machine did make use of valves to generate its 125 kHz clock waveforms and in the circuitry to read and write on its magnetic drum memory, so it was not the first completely transistorized computer. That distinction goes to the Harwell CADET of 1955,[53] built by the electronics division of the Atomic Energy Research Establishment at Harwell.[53][54]
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The metal–oxide–silicon field-effect transistor (MOSFET), also known as the MOS transistor, was invented by Mohamed M. Atalla and Dawon Kahng at Bell Labs in 1959.[55] It was the first truly compact transistor that could be miniaturised and mass-produced for a wide range of uses.[51] With its high scalability,[56] and much lower power consumption and higher density than bipolar junction transistors,[57] the MOSFET made it possible to build high-density integrated circuits.[58][59] In addition to data processing, it also enabled the practical use of MOS transistors as memory cell storage elements, leading to the development of MOS semiconductor memory, which replaced earlier magnetic-core memory in computers.[60] The MOSFET led to the microcomputer revolution,[61] and became the driving force behind the computer revolution.[62][63] The MOSFET is the most widely used transistor in computers,[64][65] and is the fundamental building block of digital electronics.[66]
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The next great advance in computing power came with the advent of the integrated circuit (IC).
|
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The idea of the integrated circuit was first conceived by a radar scientist working for the Royal Radar Establishment of the Ministry of Defence, Geoffrey W.A. Dummer. Dummer presented the first public description of an integrated circuit at the Symposium on Progress in Quality Electronic Components in Washington, D.C. on 7 May 1952.[67]
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The first working ICs were invented by Jack Kilby at Texas Instruments and Robert Noyce at Fairchild Semiconductor.[68] Kilby recorded his initial ideas concerning the integrated circuit in July 1958, successfully demonstrating the first working integrated example on 12 September 1958.[69] In his patent application of 6 February 1959, Kilby described his new device as "a body of semiconductor material ... wherein all the components of the electronic circuit are completely integrated".[70][71] However, Kilby's invention was a hybrid integrated circuit (hybrid IC), rather than a monolithic integrated circuit (IC) chip.[72] Kilby's IC had external wire connections, which made it difficult to mass-produce.[73]
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Noyce also came up with his own idea of an integrated circuit half a year later than Kilby.[74] Noyce's invention was the first true monolithic IC chip.[75][73] His chip solved many practical problems that Kilby's had not. Produced at Fairchild Semiconductor, it was made of silicon, whereas Kilby's chip was made of germanium. Noyce's monolithic IC was fabricated using the planar process, developed by his colleague Jean Hoerni in early 1959. In turn, the planar process was based on the silicon surface passivation and thermal oxidation processes developed by Mohamed Atalla at Bell Labs in the late 1950s.[76][77][78]
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Modern monolithic ICs are predominantly MOS (metal-oxide-semiconductor) integrated circuits, built from MOSFETs (MOS transistors).[79] After the first MOSFET was invented by Mohamed Atalla and Dawon Kahng at Bell Labs in 1959,[80] Atalla first proposed the concept of the MOS integrated circuit in 1960, followed by Kahng in 1961, both noting that the MOS transistor's ease of fabrication made it useful for integrated circuits.[51][81] The earliest experimental MOS IC to be fabricated was a 16-transistor chip built by Fred Heiman and Steven Hofstein at RCA in 1962.[82] General Microelectronics later introduced the first commercial MOS IC in 1964,[83] developed by Robert Norman.[82] Following the development of the self-aligned gate (silicon-gate) MOS transistor by Robert Kerwin, Donald Klein and John Sarace at Bell Labs in 1967, the first silicon-gate MOS IC with self-aligned gates was developed by Federico Faggin at Fairchild Semiconductor in 1968.[84] The MOSFET has since become the most critical device component in modern ICs.[85]
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The development of the MOS integrated circuit led to the invention of the microprocessor,[86][87] and heralded an explosion in the commercial and personal use of computers. While the subject of exactly which device was the first microprocessor is contentious, partly due to lack of agreement on the exact definition of the term "microprocessor", it is largely undisputed that the first single-chip microprocessor was the Intel 4004,[88] designed and realized by Federico Faggin with his silicon-gate MOS IC technology,[86] along with Ted Hoff, Masatoshi Shima and Stanley Mazor at Intel.[89][90] In the early 1970s, MOS IC technology enabled the integration of more than 10,000 transistors on a single chip.[59]
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System on a Chip (SoCs) are complete computers on a microchip (or chip) the size of a coin.[91] They may or may not have integrated RAM and flash memory. If not integrated, The RAM is usually placed directly above (known as Package on package) or below (on the opposite side of the circuit board) the SoC, and the flash memory is usually placed right next to the SoC, this all done to improve data transfer speeds, as the data signals don't have to travel long distances. Since ENIAC in 1945, computers have advanced enormously, with modern SoCs (Such as the Snapdragon 865) being the size of a coin while also being hundreds of thousands of times more powerful than ENIAC, integrating billions of transistors, and consuming only a few watts of power.
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The first mobile computers were heavy and ran from mains power. The 50lb IBM 5100 was an early example. Later portables such as the Osborne 1 and Compaq Portable were considerably lighter but still needed to be plugged in. The first laptops, such as the Grid Compass, removed this requirement by incorporating batteries – and with the continued miniaturization of computing resources and advancements in portable battery life, portable computers grew in popularity in the 2000s.[92] The same developments allowed manufacturers to integrate computing resources into cellular mobile phones by the early 2000s.
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These smartphones and tablets run on a variety of operating systems and recently became the dominant computing device on the market.[93] These are powered by System on a Chip (SoCs), which are complete computers on a microchip the size of a coin.[91]
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Computers can be classified in a number of different ways, including:
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The term hardware covers all of those parts of a computer that are tangible physical objects. Circuits, computer chips, graphic cards, sound cards, memory (RAM), motherboard, displays, power supplies, cables, keyboards, printers and "mice" input devices are all hardware.
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A general purpose computer has four main components: the arithmetic logic unit (ALU), the control unit, the memory, and the input and output devices (collectively termed I/O). These parts are interconnected by buses, often made of groups of wires.
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Inside each of these parts are thousands to trillions of small electrical circuits which can be turned off or on by means of an electronic switch. Each circuit represents a bit (binary digit) of information so that when the circuit is on it represents a "1", and when off it represents a "0" (in positive logic representation). The circuits are arranged in logic gates so that one or more of the circuits may control the state of one or more of the other circuits.
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When unprocessed data is sent to the computer with the help of input devices, the data is processed and sent to output devices. The input devices may be hand-operated or automated. The act of processing is mainly regulated by the CPU. Some examples of input devices are:
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The means through which computer gives output are known as output devices. Some examples of output devices are:
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The control unit (often called a control system or central controller) manages the computer's various components; it reads and interprets (decodes) the program instructions, transforming them into control signals that activate other parts of the computer.[95] Control systems in advanced computers may change the order of execution of some instructions to improve performance.
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A key component common to all CPUs is the program counter, a special memory cell (a register) that keeps track of which location in memory the next instruction is to be read from.[96]
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The control system's function is as follows—note that this is a simplified description, and some of these steps may be performed concurrently or in a different order depending on the type of CPU:
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Since the program counter is (conceptually) just another set of memory cells, it can be changed by calculations done in the ALU. Adding 100 to the program counter would cause the next instruction to be read from a place 100 locations further down the program. Instructions that modify the program counter are often known as "jumps" and allow for loops (instructions that are repeated by the computer) and often conditional instruction execution (both examples of control flow).
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The sequence of operations that the control unit goes through to process an instruction is in itself like a short computer program, and indeed, in some more complex CPU designs, there is another yet smaller computer called a microsequencer, which runs a microcode program that causes all of these events to happen.
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The control unit, ALU, and registers are collectively known as a central processing unit (CPU). Early CPUs were composed of many separate components. Since the 1970s, CPUs have typically been constructed on a single MOS integrated circuit chip called a microprocessor.
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The ALU is capable of performing two classes of operations: arithmetic and logic.[97] The set of arithmetic operations that a particular ALU supports may be limited to addition and subtraction, or might include multiplication, division, trigonometry functions such as sine, cosine, etc., and square roots. Some can only operate on whole numbers (integers) while others use floating point to represent real numbers, albeit with limited precision. However, any computer that is capable of performing just the simplest operations can be programmed to break down the more complex operations into simple steps that it can perform. Therefore, any computer can be programmed to perform any arithmetic operation—although it will take more time to do so if its ALU does not directly support the operation. An ALU may also compare numbers and return boolean truth values (true or false) depending on whether one is equal to, greater than or less than the other ("is 64 greater than 65?"). Logic operations involve Boolean logic: AND, OR, XOR, and NOT. These can be useful for creating complicated conditional statements and processing boolean logic.
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Superscalar computers may contain multiple ALUs, allowing them to process several instructions simultaneously.[98] Graphics processors and computers with SIMD and MIMD features often contain ALUs that can perform arithmetic on vectors and matrices.
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A computer's memory can be viewed as a list of cells into which numbers can be placed or read. Each cell has a numbered "address" and can store a single number. The computer can be instructed to "put the number 123 into the cell numbered 1357" or to "add the number that is in cell 1357 to the number that is in cell 2468 and put the answer into cell 1595." The information stored in memory may represent practically anything. Letters, numbers, even computer instructions can be placed into memory with equal ease. Since the CPU does not differentiate between different types of information, it is the software's responsibility to give significance to what the memory sees as nothing but a series of numbers.
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In almost all modern computers, each memory cell is set up to store binary numbers in groups of eight bits (called a byte). Each byte is able to represent 256 different numbers (28 = 256); either from 0 to 255 or −128 to +127. To store larger numbers, several consecutive bytes may be used (typically, two, four or eight). When negative numbers are required, they are usually stored in two's complement notation. Other arrangements are possible, but are usually not seen outside of specialized applications or historical contexts. A computer can store any kind of information in memory if it can be represented numerically. Modern computers have billions or even trillions of bytes of memory.
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The CPU contains a special set of memory cells called registers that can be read and written to much more rapidly than the main memory area. There are typically between two and one hundred registers depending on the type of CPU. Registers are used for the most frequently needed data items to avoid having to access main memory every time data is needed. As data is constantly being worked on, reducing the need to access main memory (which is often slow compared to the ALU and control units) greatly increases the computer's speed.
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Computer main memory comes in two principal varieties:
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RAM can be read and written to anytime the CPU commands it, but ROM is preloaded with data and software that never changes, therefore the CPU can only read from it. ROM is typically used to store the computer's initial start-up instructions. In general, the contents of RAM are erased when the power to the computer is turned off, but ROM retains its data indefinitely. In a PC, the ROM contains a specialized program called the BIOS that orchestrates loading the computer's operating system from the hard disk drive into RAM whenever the computer is turned on or reset. In embedded computers, which frequently do not have disk drives, all of the required software may be stored in ROM. Software stored in ROM is often called firmware, because it is notionally more like hardware than software. Flash memory blurs the distinction between ROM and RAM, as it retains its data when turned off but is also rewritable. It is typically much slower than conventional ROM and RAM however, so its use is restricted to applications where high speed is unnecessary.[99]
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In more sophisticated computers there may be one or more RAM cache memories, which are slower than registers but faster than main memory. Generally computers with this sort of cache are designed to move frequently needed data into the cache automatically, often without the need for any intervention on the programmer's part.
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I/O is the means by which a computer exchanges information with the outside world.[100] Devices that provide input or output to the computer are called peripherals.[101] On a typical personal computer, peripherals include input devices like the keyboard and mouse, and output devices such as the display and printer. Hard disk drives, floppy disk drives and optical disc drives serve as both input and output devices. Computer networking is another form of I/O.
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I/O devices are often complex computers in their own right, with their own CPU and memory. A graphics processing unit might contain fifty or more tiny computers that perform the calculations necessary to display 3D graphics.[citation needed] Modern desktop computers contain many smaller computers that assist the main CPU in performing I/O. A 2016-era flat screen display contains its own computer circuitry.
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While a computer may be viewed as running one gigantic program stored in its main memory, in some systems it is necessary to give the appearance of running several programs simultaneously. This is achieved by multitasking i.e. having the computer switch rapidly between running each program in turn.[102] One means by which this is done is with a special signal called an interrupt, which can periodically cause the computer to stop executing instructions where it was and do something else instead. By remembering where it was executing prior to the interrupt, the computer can return to that task later. If several programs are running "at the same time". then the interrupt generator might be causing several hundred interrupts per second, causing a program switch each time. Since modern computers typically execute instructions several orders of magnitude faster than human perception, it may appear that many programs are running at the same time even though only one is ever executing in any given instant. This method of multitasking is sometimes termed "time-sharing" since each program is allocated a "slice" of time in turn.[103]
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Before the era of inexpensive computers, the principal use for multitasking was to allow many people to share the same computer. Seemingly, multitasking would cause a computer that is switching between several programs to run more slowly, in direct proportion to the number of programs it is running, but most programs spend much of their time waiting for slow input/output devices to complete their tasks. If a program is waiting for the user to click on the mouse or press a key on the keyboard, then it will not take a "time slice" until the event it is waiting for has occurred. This frees up time for other programs to execute so that many programs may be run simultaneously without unacceptable speed loss.
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Some computers are designed to distribute their work across several CPUs in a multiprocessing configuration, a technique once employed only in large and powerful machines such as supercomputers, mainframe computers and servers. Multiprocessor and multi-core (multiple CPUs on a single integrated circuit) personal and laptop computers are now widely available, and are being increasingly used in lower-end markets as a result.
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Supercomputers in particular often have highly unique architectures that differ significantly from the basic stored-program architecture and from general purpose computers.[104] They often feature thousands of CPUs, customized high-speed interconnects, and specialized computing hardware. Such designs tend to be useful only for specialized tasks due to the large scale of program organization required to successfully utilize most of the available resources at once. Supercomputers usually see usage in large-scale simulation, graphics rendering, and cryptography applications, as well as with other so-called "embarrassingly parallel" tasks.
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Software refers to parts of the computer which do not have a material form, such as programs, data, protocols, etc. Software is that part of a computer system that consists of encoded information or computer instructions, in contrast to the physical hardware from which the system is built. Computer software includes computer programs, libraries and related non-executable data, such as online documentation or digital media. It is often divided into system software and application software Computer hardware and software require each other and neither can be realistically used on its own. When software is stored in hardware that cannot easily be modified, such as with BIOS ROM in an IBM PC compatible computer, it is sometimes called "firmware".
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There are thousands of different programming languages—some intended to be general purpose, others useful only for highly specialized applications.
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The defining feature of modern computers which distinguishes them from all other machines is that they can be programmed. That is to say that some type of instructions (the program) can be given to the computer, and it will process them. Modern computers based on the von Neumann architecture often have machine code in the form of an imperative programming language. In practical terms, a computer program may be just a few instructions or extend to many millions of instructions, as do the programs for word processors and web browsers for example. A typical modern computer can execute billions of instructions per second (gigaflops) and rarely makes a mistake over many years of operation. Large computer programs consisting of several million instructions may take teams of programmers years to write, and due to the complexity of the task almost certainly contain errors.
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This section applies to most common RAM machine–based computers.
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In most cases, computer instructions are simple: add one number to another, move some data from one location to another, send a message to some external device, etc. These instructions are read from the computer's memory and are generally carried out (executed) in the order they were given. However, there are usually specialized instructions to tell the computer to jump ahead or backwards to some other place in the program and to carry on executing from there. These are called "jump" instructions (or branches). Furthermore, jump instructions may be made to happen conditionally so that different sequences of instructions may be used depending on the result of some previous calculation or some external event. Many computers directly support subroutines by providing a type of jump that "remembers" the location it jumped from and another instruction to return to the instruction following that jump instruction.
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Program execution might be likened to reading a book. While a person will normally read each word and line in sequence, they may at times jump back to an earlier place in the text or skip sections that are not of interest. Similarly, a computer may sometimes go back and repeat the instructions in some section of the program over and over again until some internal condition is met. This is called the flow of control within the program and it is what allows the computer to perform tasks repeatedly without human intervention.
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Comparatively, a person using a pocket calculator can perform a basic arithmetic operation such as adding two numbers with just a few button presses. But to add together all of the numbers from 1 to 1,000 would take thousands of button presses and a lot of time, with a near certainty of making a mistake. On the other hand, a computer may be programmed to do this with just a few simple instructions. The following example is written in the MIPS assembly language:
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Once told to run this program, the computer will perform the repetitive addition task without further human intervention. It will almost never make a mistake and a modern PC can complete the task in a fraction of a second.
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In most computers, individual instructions are stored as machine code with each instruction being given a unique number (its operation code or opcode for short). The command to add two numbers together would have one opcode; the command to multiply them would have a different opcode, and so on. The simplest computers are able to perform any of a handful of different instructions; the more complex computers have several hundred to choose from, each with a unique numerical code. Since the computer's memory is able to store numbers, it can also store the instruction codes. This leads to the important fact that entire programs (which are just lists of these instructions) can be represented as lists of numbers and can themselves be manipulated inside the computer in the same way as numeric data. The fundamental concept of storing programs in the computer's memory alongside the data they operate on is the crux of the von Neumann, or stored program[citation needed], architecture. In some cases, a computer might store some or all of its program in memory that is kept separate from the data it operates on. This is called the Harvard architecture after the Harvard Mark I computer. Modern von Neumann computers display some traits of the Harvard architecture in their designs, such as in CPU caches.
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While it is possible to write computer programs as long lists of numbers (machine language) and while this technique was used with many early computers,[105] it is extremely tedious and potentially error-prone to do so in practice, especially for complicated programs. Instead, each basic instruction can be given a short name that is indicative of its function and easy to remember – a mnemonic such as ADD, SUB, MULT or JUMP. These mnemonics are collectively known as a computer's assembly language. Converting programs written in assembly language into something the computer can actually understand (machine language) is usually done by a computer program called an assembler.
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Programming languages provide various ways of specifying programs for computers to run. Unlike natural languages, programming languages are designed to permit no ambiguity and to be concise. They are purely written languages and are often difficult to read aloud. They are generally either translated into machine code by a compiler or an assembler before being run, or translated directly at run time by an interpreter. Sometimes programs are executed by a hybrid method of the two techniques.
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Machine languages and the assembly languages that represent them (collectively termed low-level programming languages) are generally unique to the particular architecture of a computer's central processing unit (CPU). For instance, an ARM architecture CPU (such as may be found in a smartphone or a hand-held videogame) cannot understand the machine language of an x86 CPU that might be in a PC.[106] Historically a significant number of other cpu architectures were created and saw extensive use, notably including the MOS Technology 6502 and 6510 in addition to the Zilog Z80.
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Although considerably easier than in machine language, writing long programs in assembly language is often difficult and is also error prone. Therefore, most practical programs are written in more abstract high-level programming languages that are able to express the needs of the programmer more conveniently (and thereby help reduce programmer error). High level languages are usually "compiled" into machine language (or sometimes into assembly language and then into machine language) using another computer program called a compiler.[107] High level languages are less related to the workings of the target computer than assembly language, and more related to the language and structure of the problem(s) to be solved by the final program. It is therefore often possible to use different compilers to translate the same high level language program into the machine language of many different types of computer. This is part of the means by which software like video games may be made available for different computer architectures such as personal computers and various video game consoles.
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Program design of small programs is relatively simple and involves the analysis of the problem, collection of inputs, using the programming constructs within languages, devising or using established procedures and algorithms, providing data for output devices and solutions to the problem as applicable. As problems become larger and more complex, features such as subprograms, modules, formal documentation, and new paradigms such as object-oriented programming are encountered. Large programs involving thousands of line of code and more require formal software methodologies.
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The task of developing large software systems presents a significant intellectual challenge. Producing software with an acceptably high reliability within a predictable schedule and budget has historically been difficult; the academic and professional discipline of software engineering concentrates specifically on this challenge.
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Errors in computer programs are called "bugs". They may be benign and not affect the usefulness of the program, or have only subtle effects. But in some cases, they may cause the program or the entire system to "hang", becoming unresponsive to input such as mouse clicks or keystrokes, to completely fail, or to crash. Otherwise benign bugs may sometimes be harnessed for malicious intent by an unscrupulous user writing an exploit, code designed to take advantage of a bug and disrupt a computer's proper execution. Bugs are usually not the fault of the computer. Since computers merely execute the instructions they are given, bugs are nearly always the result of programmer error or an oversight made in the program's design.[108]
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Admiral Grace Hopper, an American computer scientist and developer of the first compiler, is credited for having first used the term "bugs" in computing after a dead moth was found shorting a relay in the Harvard Mark II computer in September 1947.[109]
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Computers have been used to coordinate information between multiple locations since the 1950s. The U.S. military's SAGE system was the first large-scale example of such a system, which led to a number of special-purpose commercial systems such as Sabre.[110] In the 1970s, computer engineers at research institutions throughout the United States began to link their computers together using telecommunications technology. The effort was funded by ARPA (now DARPA), and the computer network that resulted was called the ARPANET.[111] The technologies that made the Arpanet possible spread and evolved.
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In time, the network spread beyond academic and military institutions and became known as the Internet. The emergence of networking involved a redefinition of the nature and boundaries of the computer. Computer operating systems and applications were modified to include the ability to define and access the resources of other computers on the network, such as peripheral devices, stored information, and the like, as extensions of the resources of an individual computer. Initially these facilities were available primarily to people working in high-tech environments, but in the 1990s the spread of applications like e-mail and the World Wide Web, combined with the development of cheap, fast networking technologies like Ethernet and ADSL saw computer networking become almost ubiquitous. In fact, the number of computers that are networked is growing phenomenally. A very large proportion of personal computers regularly connect to the Internet to communicate and receive information. "Wireless" networking, often utilizing mobile phone networks, has meant networking is becoming increasingly ubiquitous even in mobile computing environments.
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A computer does not need to be electronic, nor even have a processor, nor RAM, nor even a hard disk. While popular usage of the word "computer" is synonymous with a personal electronic computer, the modern[112] definition of a computer is literally: "A device that computes, especially a programmable [usually] electronic machine that performs high-speed mathematical or logical operations or that assembles, stores, correlates, or otherwise processes information."[113] Any device which processes information qualifies as a computer, especially if the processing is purposeful.[citation needed]
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There is active research to make computers out of many promising new types of technology, such as optical computers, DNA computers, neural computers, and quantum computers. Most computers are universal, and are able to calculate any computable function, and are limited only by their memory capacity and operating speed. However different designs of computers can give very different performance for particular problems; for example quantum computers can potentially break some modern encryption algorithms (by quantum factoring) very quickly.
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There are many types of computer architectures:
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Of all these abstract machines, a quantum computer holds the most promise for revolutionizing computing.[114] Logic gates are a common abstraction which can apply to most of the above digital or analog paradigms. The ability to store and execute lists of instructions called programs makes computers extremely versatile, distinguishing them from calculators. The Church–Turing thesis is a mathematical statement of this versatility: any computer with a minimum capability (being Turing-complete) is, in principle, capable of performing the same tasks that any other computer can perform. Therefore, any type of computer (netbook, supercomputer, cellular automaton, etc.) is able to perform the same computational tasks, given enough time and storage capacity.
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A computer will solve problems in exactly the way it is programmed to, without regard to efficiency, alternative solutions, possible shortcuts, or possible errors in the code. Computer programs that learn and adapt are part of the emerging field of artificial intelligence and machine learning. Artificial intelligence based products generally fall into two major categories: rule based systems and pattern recognition systems. Rule based systems attempt to represent the rules used by human experts and tend to be expensive to develop. Pattern based systems use data about a problem to generate conclusions. Examples of pattern based systems include voice recognition, font recognition, translation and the emerging field of on-line marketing.
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As the use of computers has spread throughout society, there are an increasing number of careers involving computers.
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The need for computers to work well together and to be able to exchange information has spawned the need for many standards organizations, clubs and societies of both a formal and informal nature.
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Das Rheingold (pronunciation (help·info); The Rhinegold), WWV 86A, is the first of the four music dramas that constitute Richard Wagner's Der Ring des Nibelungen, (English: The Ring of the Nibelung). It was performed, as a single opera, at the National Theatre Munich on 22 September 1869, and received its first performance as part of the Ring cycle at the Bayreuth Festspielhaus, on 13 August 1876.
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Wagner wrote the Ring librettos in reverse order, so that Das Rheingold was the last of the texts to be written; it was, however, the first to be set to music. The score was completed in 1854, but Wagner was unwilling to sanction its performance until the whole cycle was complete; he worked intermittently on this music until 1874. The 1869 Munich premiere of Das Rheingold was staged, much against Wagner's wishes, on the orders of his patron, King Ludwig II of Bavaria. Following its 1876 Bayreuth premiere, the Ring cycle was introduced into the worldwide repertory, with performances in all the main opera houses, in which it has remained a regular and popular fixture.
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In his 1851 essay Opera and Drama, Wagner had set out new principles as to how music dramas should be constructed, under which the conventional forms of opera (arias, ensembles, choruses) were rejected. Rather than providing word-settings, the music would interpret the text emotionally, reflecting the feelings and moods behind the work, by using a system of recurring leitmotifs to represent people, ideas and situations. Das Rheingold was Wagner's first work that adopted these principles, and his most rigid adherence to them, despite a few deviations – the Rhinemaidens frequently sing in ensemble.
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As the "preliminary evening" within the cycle, Das Rheingold gives the background to the events that drive the main dramas of the cycle. It recounts Alberich's theft of the Rhine gold after his renunciation of love; his fashioning of the all-powerful ring from the gold and his enslavement of the Nibelungs; Wotan's seizure of the gold and the ring, to pay his debt to the giants who have built his fortress Valhalla; Alberich's curse on the ring and its possessors; Erda's warning to Wotan to forsake the ring; the early manifestation of the curse's power after Wotan yields the ring to the giants; and the gods' uneasy entry into Valhalla, under the shadow of their impending doom.
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Having completed his opera Lohengrin in April 1848, Richard Wagner chose as his next subject Siegfried, the legendary hero of Germanic myth.[1] In October of that year he prepared a prose outline for Siegfried's Death, which during the following months he developed into a full libretto.[2] After his flight from Dresden and relocation in Switzerland, he continued to develop and expand his Siegfried project, having decided meantime that a single work would not suffice for his purposes; in his enlarged concept, Siegfried's Death would be the culmination of a series of musical dramas incorporating a network of myths from his sources and imagination, each telling a stage of the story. In 1851 he outlined his purpose in his essay "A Communication to My Friends": "I propose to produce my myth in three complete dramas, preceded by a lengthy Prelude (Vorspiel)".[3] Each of these dramas would, he said, constitute an independent whole, but would not be performed separately. "At a specially-appointed Festival, I propose, some future time, to produce those three Dramas with their Prelude, in the course of three days and a fore-evening".[3]
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In accordance with this scheme Siegfried's Death, much revised from its original form, eventually became Götterdämmerung (The Twilight of the Gods). It was preceded by the story of Siegfried's youth, Young Siegfried, later renamed Siegfried, itself preceded by Die Walküre (The Valkyrie). Finally, to these three works Wagner added a prologue which he named Das Rheingold.[4]
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At the bottom of the Rhine, the three Rhinemaidens, Woglinde, Wellgunde, and Floßhilde, play together. Alberich, a Nibelung dwarf, appears from a deep chasm and tries to woo them. The maidens mock his advances and he grows angry – he chases them, but they elude, tease and humiliate him. A sudden ray of sunshine pierces the depths, to reveal the Rhinegold. The maidens rejoice in the gold's gleam. Alberich asks what it is. They explain that the gold, which their father has ordered them to guard, can be made into a magic ring which gives power to rule the world, if its bearer first renounces love. The maidens think they have nothing to fear from the lustful dwarf, but Alberich, embittered by their mockery, curses love, seizes the gold and returns to his chasm, leaving them screaming in dismay.
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Wotan, ruler of the gods, is asleep on a mountaintop, with a magnificent castle behind him. His wife, Fricka, wakes Wotan, who salutes their new home. Fricka reminds him of his promise to the giants Fasolt and Fafner, who built the castle, that he would give them Fricka's sister Freia, the goddess of youth and beauty, as payment. Fricka is worried for her sister, but Wotan trusts that Loge, the demigod of fire, will find an alternative payment.
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Freia enters in a panic, followed by Fasolt and Fafner. Fasolt demands that Freia be given up. He points out that Wotan's authority is sustained by the treaties carved into his spear, including his contract with the giants, which Wotan therefore cannot violate. Donner, god of thunder, and Froh, god of sunshine, arrive to defend Freia, but Wotan cannot permit the use of force to break the agreement. Hoping that Loge will arrive with the alternative payment he has promised, Wotan tries to stall.
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When Loge arrives, his initial report is discouraging: nothing is more valuable to men than love, so there is apparently no possible alternative payment besides Freia. Loge was able to find only one instance where someone willingly gave up love for something else: Alberich the Nibelung has renounced love, stolen the Rhine gold and made a powerful magic ring out of it. A discussion of the ring and its powers ensues, and everyone finds good reasons for wanting to own it. Fafner makes a counter-offer: the giants will accept the Nibelung's treasure in payment, instead of Freia. When Wotan tries to haggle, the giants depart, taking Freia with them as hostage and threatening to keep her forever unless the gods ransom her by obtaining, and giving them the Nibelung's gold by the end of the day.
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Freia's golden apples had kept the gods eternally young, but in her absence they begin to age and weaken. In order to redeem Freia, Wotan resolves to travel with Loge to Alberich's subterranean kingdom to obtain the gold.
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In Nibelheim, Alberich has enslaved the rest of the Nibelung dwarves with the power of the ring. He has forced his brother Mime, a skillful smith, to create a magic helmet, the Tarnhelm. Alberich demonstrates the Tarnhelm's power by making himself invisible, the better to torment his subjects.
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Wotan and Loge arrive and happen upon Mime, who tells them of the dwarves' misery under Alberich's rule. Alberich returns, driving his slaves to pile up a huge mound of gold. He boasts to the visitors about his plans to conquer the world using the power of the ring. Loge asks how he can protect himself against a thief while he sleeps. Alberich replies the Tarnhelm will hide him, by allowing him to turn invisible or change his form. Loge expresses doubt and requests a demonstration. Alberich complies by transforming himself into a giant snake; Loge acts suitably impressed, and then asks whether Alberich can also reduce his size, which would be very useful for hiding. Alberich transforms himself into a toad. Wotan and Loge seize him, tie his hands, and drag him up to the surface.
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Back on the mountaintop, Wotan and Loge force Alberich to exchange his wealth for his freedom. He summons the Nibelungen, who bring up the hoard of gold. He then asks for the return of the Tarnhelm, but Loge says that it is part of his ransom. Alberich still hopes he can keep the ring, but Wotan demands it, and when Alberich refuses, Wotan tears it from Alberich's hand and puts it on his own finger. Crushed by his loss, Alberich lays a curse on the ring: until it should return to him, whoever possesses it will live in anxiety, and will eventually be robbed of it and killed.
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The gods reconvene. Fasolt and Fafner return with Freia. Fasolt, reluctant to release her, insists that the gold be piled high enough to hide her from view. Wotan is forced to relinquish the Tarnhelm, to help cover Freia completely. However, Fasolt spots a remaining crack in the gold, through which one of Freia's eyes can be seen. Loge says that there is no more gold, but Fafner, who has noticed the ring on Wotan's finger, demands that Wotan add it to the pile, to block the crack. Loge protests that the ring belongs to the Rheinmaidens, and Wotan angrily declares that he intends to keep it for his own. As the giants seize Freia and start to leave, Erda, the earth goddess, appears and warns Wotan of impending doom, urging him to give up the cursed ring. Troubled, Wotan calls the giants back and surrenders the ring. The giants release Freia and begin dividing the treasure, but they quarrel over the ring itself. Fafner clubs Fasolt to death. Wotan, horrified, realizes that Alberich's curse has terrible power.
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Donner summons a thunderstorm to clear the air, after which Froh creates a rainbow bridge that stretches to the gate of the castle. Wotan leads the gods across the bridge to the castle, which he names Valhalla. Loge does not follow; he says in an aside that he is tempted to destroy the treacherous gods by fire – he will think it over. Far below, the Rhine maidens mourn the loss of their gold, and condemn the gods as false and cowardly.
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Because Wagner developed his Ring scheme in reverse chronological order, the "poem" (libretto) for Das Rheingold was the last of the four to be written. He finished his prose plan for the work in March 1852, and on 15 September began writing the full libretto, which he completed on 3 November.[2] In February 1853, at the Hotel Baur au Lac in Zürich, Wagner read the whole Ring text to an invited audience, after which all four parts were published in a private edition limited to 50 copies.[9] The text was not published commercially until 1863.[10]
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Of the principal sources that Wagner used in creating the Ring cycle, the Scandinavian Eddas – the Poetic Edda and the Prose Edda – provided most of the material for Das Rheingold. These are poems and texts from 12th and 13th-century Iceland, which relate the doings of various Norse gods. Among these stories, a magic ring and a hoard of gold held by the dwarf Andvari (Wagner's Alberich) are stolen by the gods Odin (Wotan) and Loki (Loge) and used to redeem a debt to two brothers. One of these, Fafnir, kills his brother and turns himself into a dragon to guard the gold.[11] The Eddas also introduce the gods Thor (Donner), Frey (Froh) and the goddesses Frigg (Fricka) and Freyja (Freia).[12] The idea of Erda, the earth mother, may have been derived from the character Jord (meaning "Earth"), who appears in the Eddas as the mother of Thor.[13]
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A few Rhinegold characters originate from outside the Eddas. Mime appears in the Thidriks saga, as a human smith rather than as an enslaved Nibelung.[14] The three Rhinemaidens do not appear in any of the sagas and are substantially Wagner's own invention; he also provided their individual names Woglinde, Wellgunde and Floßhilde.[15] In his analysis of The Ring Deryck Cooke suggests the Rhinemaidens' origin may be in the Nibelungenlied, where three water sprites tease the characters Hagen and Gunther. Wagner may also have been influenced by the Rhine-based German legend of Lorelei, who lures fishermen on to the rocks by her singing, and by the Greek Hesperides myth in which three maidens guard a golden treasure.[16]
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Robert Jacobs, in his biography of the composer, observes that the "Nibelung Myth" on which Wagner based his entire Ring story was "very much a personal creation", the result of Wagner's "brilliant manipulation" of his sources.[17] In the Rheingold text, Wagner used his imaginative powers to adapt, change and distort the stories and characters from the sagas. J.K. Holman, in his "Listener's Guide and Concordance" (2001), cites the Alberich character as typifying Wagner's ability to "consolidate selected aspects from diverse stories to create ... vivid, consistent and psychologically compelling portrait[s]".[18] While some characters' importance is enhanced in Wagner's version, others, such as Donner, Froh, and Freia, who are major figures in the sagas, are reduced by Wagner to roles of largely passive impotence.[19]
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Wagner originally conceived the first scene of Das Rheingold as a prologue to the three scenes that follow it. As such, the structure replicates that of Götterdämmerung, and also that of the full Ring cycle.[9][20]
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As early as 1840, in his novella "A Pilgrimage to Beethoven", Wagner had anticipated a form of lyric drama in which the standard operatic divisions would disappear.[21] In early 1851 he published his book-length essay Opera and Drama, in which he expounded his emerging ideas around the concept of Gesamtkunstwerk – "total work of art". In the new kind of musical drama, he wrote, the traditional operatic norms of chorus, arias and vocal numbers would have no part.[22] The vocal line would, in Gutman's words, "interpret the text emotionally through artificially calculated juxtapositions of rhythm, accent, pitch and key relationships".[23] The orchestra, as well as providing the instrumental colour appropriate to each stage situation, would use a system of leitmotifs, each representing musically a person, an idea or a situation.[23] Wagner termed these "motifs of reminiscence and presentiment", which carry intense emotional experience through music rather than words.[24] According to Jacobs, they should "permeate the entire tissue of the music drama".[22] The Rheingold score is structured around many such motifs; analysts have used different principles in determining the total number. Holman counts 42,[25] while Roger Scruton, in his 2017 philosophical analysis of the Ring, numbers them at 53.[26]
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Apart from some early sketches in 1850, relating to Siegfried's Death, Wagner composed the Ring music in its proper sequence.[27] Thus, Das Rheingold was his first attempt to adopt the principles set out in Opera and Drama. According to his memoirs, Wagner's first inspiration for the music came to him in a half-dream, on 4 September 1853, while he was in Spezia in Italy. He records a feeling of "sinking in swiftly flowing water. The rushing sound formed itself in my brain into a musical sound, the chord of E flat major, which continually re-echoed in broken forms ... I at once recognised that the orchestral overture to the Rheingold, which must long have lain latent within me, though it had been unable to find definite form, had at last been revealed to me".[28][29] Some authorities (for example Millington et al., 1992) have disputed the validity of this tale,[9] which Nikolaus Bacht refers to as an "acoustic hallucination".[30]
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After an extended tour, Wagner was back in Zürich by late October and began writing down the Rheingold music on 1 November. He finished the first draft in mid-January 1854, and by the end of May had completed the full orchestral score.[31] According to Holman, the result was "a stunning break from Wagner's earlier musical output"[32] In the three years following his completion of the Rheingold score, Wagner wrote the music for Die Walküre, and for the first two acts of Siegfried. At that point, in 1857, he set Siegfried aside in order to work on Tristan und Isolde, and did not return to the Ring project for 12 years.[9][33]
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Long before Das Rheingold was ready for performance, Wagner conducted excerpts of the music from Scenes 1, 2 and 4, at a concert in Vienna on 26 December 1862.[9] The work remained unstaged, but by 1869 Wagner's principal financial sponsor, King Ludwig of Bavaria, was pressing for an early performance in Munich. Wagner wanted to wait until the cycle was completed, when he would stage the work himself; also, his return to Munich would likely have precipitated a scandal, in view of his, at the time, affair with the married Cosima von Bülow.[34][n 1] Wagner was horrified at the idea of his work being presented in accordance with Ludwig's eccentric tastes.[36]However, Ludwig, who possessed the copyright, was insistent that Rheingold be produced at the Munich Hofoper without further delay.[37] Wagner did all he could to sabotage this production, fixed for August 1869, and persuaded the appointed conductor, Hans Richter to stand down after a troublesome dress rehearsal. Ludwig was unmoved; he denounced Wagner, sacked Richter, appointed another conductor, Franz Wüllner, and rescheduled the premiere for 22 September. Wagner was refused admission to the rehearsals at the theatre, and returned, angry and defeated, to his home in Triebschen.[38]
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Accounts differ as to the success or otherwise of the Munich premiere. Osborne maintains that the performance was successful,[39] as does Holman,[40][n 2] while Oliver Hilmes in his biography of Cosima describes it as "an artistic disaster".[37] Cosima's diary entries for 24 and 27 September note that the performance was portrayed in the Munich press as a succès d'estime, or otherwise as "a lavishly decorated, boring work".[41] Gutman maintains that much of the adverse comment on the Munich premiere derives from later Bayreuth propaganda, and concludes that, "in many ways, these Munich performances surpassed the level of the first Bayreuth festival".[38] As to the public's reaction, the audience's main interest was in the novel scenery and stage effects; Wagner's new approach to composition largely passed them by.[42]
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In 1876, with the Bayreuth Festspielhaus built, Wagner was ready to stage the first Bayreuth Festival with his own production of the now complete Ring cycle, beginning with a performance of Das Rheingold on 13 August. This event was preceded by months of preparation in which Wagner was deeply engaged; according to witnesses, he was "director, producer, coach, conductor, singer, actor, stage manager, stage hand and prompter".[43] He searched Europe for the finest orchestral players,[44] and selected a largely new cast of singers[n 3] – of the Munich cast, only Heinrich Vogl (Loge) was engaged,[8] although Richter, deposed as conductor in Munich, was given the baton in Bayreuth.[44]
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The 13 August premiere was an event of international importance, and attracted a distinguished audience which included Kaiser Wilhelm I, Emperor Pedro II of Brazil and numerous representatives of the various European royal houses.[46] King Ludwig, unwilling to face contact with his fellow-royals or the assembled crowd, attended the dress rehearsals incognito, but left Bayreuth before the opening night.[47][n 4] Most of Europe's leading composers were also present, including Tchaikovsky, Gounod, Bruckner, Grieg, Saint-Saens and Wagner's father-in law Franz Liszt, together with a large corps of music critics and opera house managers. The huge influx of visitors overwhelmed the resources of the modest-sized town and caused considerable discomfort to some of the most distinguished of the guests; Tchaikovsky later described his sojourn at Bayreuth as a "struggle for existence". [46][n 5]
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Despite the careful preparation, the first Bayreuth performance of Das Rheingold was punctuated by several mishaps. Some scene changes were mishandled; at one point a backdrop was prematurely lifted to reveal a number of stagehands and stage machinery; early in Scene 4 Betz, as Wotan, mislaid the ring and had to go backstage to look for it;[48][50] the gas lighting failed repeatedly, plunging the auditorium into darkness.[51] Some innovations worked well – the wheeled machinery used by the Rhinemaidens to simulate swimming was successful,[52] and the quality of the singing pleased even Wagner, who was otherwise in despair and refused to present himself to the audience despite their clamouring for him.[48] The critics made much of the technical shortcomings, which were largely overcome during the course of the festival, although, to Wagner's fury, they failed to acknowledge this fact.[52]
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After the 1876 festival, Das Rheingold was not seen again at Bayreuth for 20 years, until Cosima revived the Ring cycle for the 1896 festival.[53] Meanwhile, opera houses across Europe sought to mount their own productions, the first to do so being the Vienna State Opera, which staged Das Rheingold on 24 January 1878.[54] In April 1878 Das Rheingold was produced in Leipzig, as part of the first full Ring cycle to be staged outside Bayreuth.[55] London followed suit in May 1882, when Rhiengold began a cycle at Her Majesty's Theatre, Haymarket, under the baton of Anton Seidl.[56] In the years following the London premiere, Ring cycles were staged in many European capitals. In Budapest on 26 January 1889, the first Hungarian performance of Das Rheingold, conducted by the young Gustav Mahler, was briefly interrupted when the prompt-box caught fire and a number of patrons fled the theatre.[57]
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The American premiere of Das Rheingold was given by the New York Metropolitan Opera in January 1889, as a single opera, with Seidl conducting. The production used Carl Emil Doepler's original Bayreuth costume designs, and scenery was imported from Germany.[58] According to the New York Times critic, "[t]he scenery, costumes and effects were all designed and executed with great art and caused admirable results."[58] Of particular note was the performance of Joseph Beck who sang Alberich: "a fine example of Wagnerian declamatory singing, His delivery of the famous curse of the ring was notably excellent in its distinctness and dramatic force".[58] On 4 March 1889, with largely the January cast, Seidl conducted Das Rheingold to begin the first American Ring cycle.[59] Thereafter, Das Rheingold, either alone or as part of the Ring, became a regular feature of the international opera repertory, being seen in St Petersburg (1889), Paris (1901), Buenos Aires (1910), Melbourne (1913),[n 6], and Rio de Janeiro (1921), as well many other major venues.[7]
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After the 1896 revival, Das Rheingold was being performed regularly at the Bayreuth Festival, although not every year, within a variety of Ring productions.[61] Until the Second World War, under the successive artistic control of Cosima (from 1896 to 1907), her son Siegfried (1908 to 1930) and Siegfried's widow Winifred (1931 to 1943),[62] these productions did not deviate greatly from the stagings devised by Wagner for the 1876 premiere. With few exceptions, this generally conservative, even reverential approach – which extended to all Wagner's operas – tended to be mirrored in performances outside Bayreuth.[63]
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The Bayreuth Festival, suspended after the Second World War, resumed in 1951 under Wieland Wagner, Siegfried's son, who introduced his first Ring cycle in the "New Bayreuth" style. This was the antithesis of all that had been seen at Bayreuth before, as scenery, costumes and traditional gestures were abandoned and replaced by a bare disc, with evocative lighting effects to signify changes of scene or mood.[64] The stark New Bayreuth style dominated most Rheingold and Ring productions worldwide until the 1970s, when a reaction to its bleak austerity produced a number of fresh approaches. The Bayreuth centenary Ring production of 1976, directed by Patrice Chéreau provided a significant landmark in the history of Wagner stagings: "Chéreau's demythologization of the tetralogy entailed an anti-heroic view of the work ... his setting of the action in an industrialized society ... along with occasional 20th century costumes and props, suggested a continuity between Wagner's time and our own".[65] Many of this production's features were highly controversial: the opening of Das Rheingold revealed a vast hydro-electric dam in which the gold is stored, guarded by the Rhinemaidens who were portrayed, in Spotts's words, as "three voluptuous tarts" – a depiction, he says, which "caused a shock from which no one quite recovered".[66] According to The Observer's critic, "I had not experienced in the theatre protest as furious as that which greeted Das Rheingold."[67] Eventually this hostility was overcome; the final performance of this production, in 1980, was followed by an ovation that lasted ninety minutes.[68]
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The iconoclastic centenary Ring was followed by numerous original interpretations, at Bayreuth and elsewhere, in the late 20th and early 21st centuries. The 1988 festival opened with Harry Kupfer's grim interpretation of Das Rheingold, in which Wotan and the other gods were represented as gangsters in mafioso sunglasses. This entire Ring, says Spotts, was "a parable of how the power-hungry cheat, lie, bully, terrorise and kill to get what they want".[69] In August Everding's Chicago Reingold (which would become part of a full Ring cycle four years later), the Rhinemaidens were attached to elasticated ropes manipulated from the wings, which enabled them to cavort freely through the air, using lip sync to co-ordinate with off-stage singers. Edward Rothstein, writing in the New York Times, found the production "a puzzle ... cluttered with contraptions and conceits" which, he imagined, were visual motifs which would be clarified in later operas.[70] Keith Warner, in his 2004 production for Covent Garden, portrayed, according to Barry Millington's analysis, "the shift from a deistic universe to one controlled by human beings".[71] The dangers of subverted scientific progress were demonstrated in the third Rheingold scene, where Nibelheim was represented as a medical chamber of horrors, replete with vivisections and "unspeakable" genetic experiments.[71]
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From the late 1980s a backlash against the tendency towards ever more outlandish interpretations of the Ring cycle led to several new productions in the more traditional manner.[72] Otto Schenk's staging of Das Rheingold, first seen at the New York Met in 1987 and forming the prelude to his full Ring cycle two years later, was described by the New York Times as "charmingly old fashioned", and as "a relief to many beleagured Wagnerites".[73] James Morris, who sang Wotan in the 1987 production, and James Levine, the original conductor, both returned in 2009 when Schenk brought his Ring cycle back to the Met for a final performance.[73]
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Das Rheingold was Wagner's first attempt to write dramatic music in accordance with the principles he had enunciated in Opera and Drama, hence the general absence in the score of conventional operatic "numbers" in the form of arias, ensembles and choruses.[74][75] Rather than acting as the accompanist to the voices, the orchestra combines with them on equal terms to propel the drama forward.[76] According to Barry Millington's analysis, Das Rheingold represents Wagner's purest application of the Opera and Drama principles, a rigorous stance that he would eventually modify.[74] Even in Rheingold, as Jacobs indicates, Wagner was flexible when the dramatic occasion warranted it; thus, the Rhinemaidens sing in the disavowed ensembles, and there are several instances in which characters sing melodies that appear to be musically independent from the general flow.[77] The music is continuous, with instrumental entr'actes linking the actions of the four discrete scenes.[78]
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The prelude to Das Rheingold consists of an extended (136-bar) chord in E♭ major, which begins almost inaudibly in the lowest register of eight double-basses. The note of B♭ is added by the bassoons and the chord is further embellished as the horns enter with a rising arpeggio, to announce the "Nature" motif.[79][80] This is further elaborated in the strings; the lower-register instruments sustain the E♭ note throughout the prelude, while the chord is increasingly enhanced by the orchestra. The "Rhine" motif emerges, representing what Osborne describes as "the calm, majestic course of the river's character[78] The composer Robert Erickson describes the prelude as drone music – "the only well-known drone piece in the concert repertory".[81] Millington suggests that the protracted chord does not simply represent the depths of the Rhine, rather "the birth of the world, the act of creation itself".[80]
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When the prelude reaches its climax the curtain rises and the key shifts to A♭ as Woglinde sings a "greeting to the waters".[82] The first two and last two notes of this short, lilting passage form a falling musical step which, in different guises, will recur throughout the opera, signifying variously the Rhinemaidens' innocence, their joy in the gold and conversely, in the minor key,[83] Alberich's woe at his rejection by the maidens, and his enslavement of the Nibelungs.[84] The first appearance of the gold is signified by a muted horn call in the lower register, played under a shimmer of undulating strings,[85] conveying, says Holman, "the shining, innocent beauty of the Rhinegold in its unfashioned state."[86] The motif for the Ring itself first appears in the woodwind,[87] as Wellgunde reveals that a ring fashioned from the gold would confer on its owner the power to win the wealth of the world.[88] This is followed by what is sometimes known as the "Renunciation" motif, when Woglinde sings that to fashion such a ring, the owner must first renounce love. Confusion arises because this same motif is used later in the Ring cycle to represent affirmation rather than rejection of love;[88] Scruton suggests the motif would be more appropriately labelled "existential choice".[89] Alberich duly curses love, seizes the gold and departs, to the sounds of the despairing shrieks of the Rhinemaidens.[90]
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During the first entr'acte, the Ring motif is transformed into the multipart and oft-reiterated "Valhalla" music – four intertwined motifs which represent the majesty of the gods and the extent of Wotan's power.[91][92] Scene two begins on the mountaintop, in sight of the newly-completed castle, where Fricka and Wotan bicker over Wotan's contract with the giants. This duologue is characterised by Fricka's "Love's longing" motif, in which she sighs for a home that will satisfy Wotan and halt his infidelities.[93] Freia's distressed entrance is illustrated by "Love", a fragment that will recur and develop as the Ring cycle unfolds.[94][90] The Giants' entrance is signified by heavy, stamping music that reflects both their simple nature and their brute strength.[95] The "Golden Apples" motif, of "remarkable beauty" according to Scruton, is sung by Fafner as a threatening reminder to the gods that the loss of Freia means the loss of their youth and vigour;[96] it is later used by Loge to mock the gods for their weakness after Freia's departure with the giants.[97] The "Spear" motif, a rapidly descending scale, represents the moral basis of Wotan's power and the sanctity of the treaties engraved on it.[98] The phrase of five descending notes known as "Woman's Worth", first sung by Loge, is described by Holman as one of the most pervasive and appealing motifs in the entire Ring cycle – he lists 43 occurrences of the motif throughout the cycle.[99] Many of the Ring's characters – Wotan, Froh, Alberich, Fasolt and Erda in Das Rheingold – either sing this phrase or are orchestrally referenced by it.[98]
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The descent of Wotan and Loge into Nibelheim is represented musically in the second entr'acte, which begins with the "Renunciation" and Spear motifs but is quickly overwhelmed with the insistent, rhythmic 9/8 beat of the Nibelung motif in B♭,[100] briefly foreshadowed in Loge's Scene 2 soliloquy.[101] In the climax to the entr'acte this rhythm is hammered out on eighteen anvils.[102] This motif is thereafter used, not just to represent the Nibelungs but also their enslavement in a state of relentless misery.[103] During the scene's opening interaction between Alberich and Mime, the soft, mysterious "Tarnhelm" motif is heard on muted horns; this is later combined with the "Serpent" motif as, at Loge's behest, Alberich uses the Tarnhelm to transform himself into a giant snake.[104] The transition back to the mountaintop, following Alberich's entrapment, references a number of motifs, among them Alberich's woe, the Ring, Renunciation and the Nibelungs' enslavement.[100][105][106]
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After Wotan seizes the ring from the captive Alberich, the dwarf's agonised, self-pitying monologue ("Am I now free?") ends with his declamation of the "Curse" motif – "one of the most sinister musical ideas ever to have entered the operatic repertoire", according to Scruton's analysis: "It rises through a half-diminished chord, and then falls through an octave to settle on a murky C major triad, with clarinets in their lowest register over a timpani pedal in F sharp".[107] This motif will recur throughout the cycle; it will be heard later in this scene, when Fafner clubs Fasolt to death over possession of the ring.[108] Tranquil, ascending harmonies introduce the reconvention of the gods and giants.[109] The subsequent dispute over Wotan's reluctance to part with the ring ends with Erda's appearance; her motif is a minor-key variation of the "Nature" motif from the prelude.[110] After her warning she departs to the sounds of the "Downfall" motif, an inversion of Erda's entry that resembles "Woman's Worth".[110][26] The scene ends with a rapid succession of motifs: "Donner's Call", a horn fanfare by which he summons the thunderstorm; Froh's "Rainbow Bridge" which provides a path for the gods into Valhalla;[111] the "Sword" motif, a C major arpeggio that will become highly significant in later Ring operas,[112] and the haunting "Rhinemaidens' Lament", developed from the falling step which earlier signified the maidens' joy in the gold.[113] Scruton writes of this lament: "And yet, ever sounding in the depths, is the lament of the Rhine-daughters, singing of a natural order that preceded the conscious will that has usurped it. This lament sounds in the unconsciousness of us all, as we pursue our paths to personality, sovereignty and freedom...".[114][n 7] These are the last voices that are heard in the opera, "piercing our hearts with sudden longing, melting our bones with nostalgic desire",[116] before the gods, "marching in empty triumph to their doom",[112] enter Valhalla to a thunderous orchestral conclusion, made up from several motifs including "Valhalla", "Rainbow Bridge" and the "Sword".[113]
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Das Rheingold is scored for the following instrumental forces:[117]
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Although it is sometimes performed independently, Das Rheingold is not generally considered outside the structure of the Ring cycle. However, as Millington points out, it is a substantial work in its own right, and has several characteristics not shared by the other works in the tetralogy.[9] It is comparatively short, with continuous music; no interludes or breaks. The action moves forward relatively swiftly, unencumbered, as Arnold Whittall observes, by the "retarding explanations" – pauses in the action to clarify the context of what is going on – that permeate the later, much longer works. Its lack of the conventional operatic devices (arias, choruses, ensembles) further enable the story to progress briskly.[118]
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Since it was written as a prelude to the main events, Das Rheingold is in itself inconclusive, leaving numerous loose ends to be picked up later; its function, as Jacobs says, is "to expound, not to draw conclusions".[119] The fact that most of its characters display decidedly human emotions makes it seen, according to a recent writer, "much more a present-day drame than a remote fable".[120] Nevertheless, Philip Kennicott, writing in the Washington Post describes it as "the hardest of the four installments to love, with its family squabbles, extensive exposition, and the odd, hybrid world Wagner creates, not always comfortably balanced between the mythic and the recognizably human."[121]
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The prelude enables audiences to obtain insights into the natures of many of the principal characters, and the dynamics of their complex interrelationships.[120] Certain presumptions are challenged or overturned; John Louis Gaetani, in a 2006 essay, notes that, in Loge's view, the gods are far more culpable than the Nibelungs, and that Wotan, for all his prestige as the ruler of the gods, "does much more evil than Alberich ever dreams of".[122]
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Live performances of Das Rheingold from Bayreuth and elsewhere were recorded from 1937 onwards, but were not issued for many years.[123] The first studio recording, and the first to be issued commercially, was Georg Solti's 1958 Decca version, part of his complete Ring cycle, 1958–1966, which marked the beginning of a new era in recorded opera.[124] Since then Das Rheingold has been recorded, as part of the cycle, on many occasions, with regular new issues.[125][126]
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1 |
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The orca or killer whale (Orcinus orca) is a toothed whale belonging to the oceanic dolphin family, of which it is the largest member. Killer whales have a diverse diet, although individual populations often specialize in particular types of prey. Some feed exclusively on fish, while others hunt marine mammals such as seals and other species of dolphin. They have been known to attack baleen whale calves, and even adult whales. Killer whales are apex predators, as no animal preys on them. A cosmopolitan species, they can be found in each of the world's oceans in a variety of marine environments, from Arctic and Antarctic regions to tropical seas, absent only from the Baltic and Black seas, and some areas of the Arctic Ocean.
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Killer whales are highly social; some populations are composed of matrilineal family groups (pods) which are the most stable of any animal species. Their sophisticated hunting techniques and vocal behaviours, which are often specific to a particular group and passed across generations, have been described as manifestations of animal culture.
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The International Union for Conservation of Nature assesses the orca's conservation status as data deficient because of the likelihood that two or more killer whale types are separate species. Some local populations are considered threatened or endangered due to prey depletion, habitat loss, pollution (by PCBs), capture for marine mammal parks, and conflicts with human fisheries. In late 2005, the southern resident killer whales, which swim in British Columbia and Washington state waters, were placed on the U.S. Endangered Species list.
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Wild killer whales are not considered a threat to humans and no fatal attack on humans has ever been documented, but there have been cases of captive orcas killing or injuring their handlers at marine theme parks. Killer whales feature strongly in the mythologies of indigenous cultures, and their reputation in different cultures ranges from being the souls of humans to merciless killers.
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Orcinus orca is the only recognized extant species in the genus Orcinus, and one of many animal species originally described by Carl Linnaeus in his landmark 1758 10th edition of Systema Naturae.[6] Konrad Gessner wrote the first scientific description of a killer whale in his Piscium & aquatilium animantium natura of 1558, part of the larger Historia animalium, based on examination of a dead stranded animal in the Bay of Greifswald that had attracted a great deal of local interest.[7]
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The killer whale is one of 35 species in the oceanic dolphin family, which first appeared about 11 million years ago. The killer whale lineage probably branched off shortly thereafter.[8] Although it has morphological similarities with the false killer whale, the pygmy killer whale and the pilot whales, a study of cytochrome b gene sequences by Richard LeDuc indicated that its closest extant relatives are the snubfin dolphins of the genus Orcaella.[9] However, a more recent (2018) study places the orca as a sister taxon to the Lissodelphininae, a clade that includes Lagenorhynchus and Cephalorhynchus.[10]
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Although the term "orca" is increasingly used, English-speaking scientists most often use the traditional name "killer whale"[citation needed]. The genus name Orcinus means "of the kingdom of the dead",[11] or "belonging to Orcus".[12]
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Ancient Romans originally used orca (pl. orcae) for these animals, possibly borrowing Ancient Greek ὄρυξ (óryx), which referred (among other things) to a whale species. Since the 1960s, "orca" has steadily grown in popularity. The term "orca" is preferred by some as it avoids the negative connotations of "killer",[13] and because, being part of the family Delphinidae, the species is more closely related to other oceanic dolphins than to other whales.[14]
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They are sometimes referred to as "blackfish", a name also used for other whale species. "Grampus" is a former name for the species, but is now seldom used. This meaning of "grampus" should not be confused with the genus Grampus, whose only member is Risso's dolphin.[15]
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The three to five types of killer whales may be distinct enough to be considered different races,[16] subspecies, or possibly even species[17] (see Species problem). The IUCN reported in 2008, "The taxonomy of this genus is clearly in need of review, and it is likely that O. orca will be split into a number of different species or at least subspecies over the next few years."[3] Although large variation in the ecological distinctiveness of different killer whale groups complicate simple differentiation into types,[18] research off the west coast of Canada and the United States in the 1970s and 1980s identified the following three types:
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Transients and residents live in the same areas, but avoid each other.[31][32][33]
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Other populations have not been as well studied, although specialized fish and mammal eating killer whales have been distinguished elsewhere.[34] In addition, separate populations of "generalist" (fish- and mammal-eating) and "specialist" (mammal-eating) killer whales have been identified off northwestern Europe.[35][36] As with residents and transients, the lifestyle of these whales appears to reflect their diet; fish-eating killer whales in Alaska[37] and Norway[38] have resident-like social structures, while mammal-eating killer whales in Argentina and the Crozet Islands behave more like transients.[39]
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Three types have been documented in the Antarctic. Two dwarf species, named Orcinus nanus and Orcinus glacialis, were described during the 1980s by Soviet researchers, but most cetacean researchers are sceptical about their status, and linking these directly to the types described below is difficult.[17]
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Types B and C live close to the ice pack, and diatoms in these waters may be responsible for the yellowish colouring of both types.[17][46] Mitochondrial DNA sequences support the theory that these are recently diverged separate species.[47] More recently, complete mitochondrial sequencing indicates the two Antarctic groups that eat seals and fish should be recognized as distinct species, as should the North Pacific transients, leaving the others as subspecies pending additional data.[48] Advanced methods that sequenced the entire mitochondrial genome revealed systematic differences in DNA between different populations.[49] A 2019 study of Type D orcas also found them to be distinct from other populations and possibly even a unique species.[44]
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Mammal-eating killer whales in different regions were long thought likely to be closely related, but genetic testing has refuted this hypothesis.[50]
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There are seven identified ecotypes inhabiting isolated ecological niches. Of three orca ecotypes in the Antarctic, one preys on minke whales, the second on seals and penguins, and the third on fish. Another ecotype lives in the eastern North Atlantic, while the three Northeast Pacific ecotypes are labelled the transient, resident and offshore populations described above. Research has supported a proposal to reclassify the Antarctic seal- and fish-eating populations and the North Pacific transients as a distinct species, leaving the remaining ecotypes as subspecies. The first split in the orca population, between the North Pacific transients and the rest, occurred an estimated 700,000 years ago. Such a designation would mean that each new species becomes subject to separate conservation assessments.[49]
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A typical killer whale distinctively bears a black back, white chest and sides, and a white patch above and behind the eye. Calves are born with a yellowish or orange tint, which fades to white. It has a heavy and robust body[51] with a large dorsal fin up to 1.8 m (5 ft 11 in) tall.[52] Behind the fin, it has a dark grey "saddle patch" across the back. Antarctic killer whales may have pale grey to nearly white backs. Adult killer whales are very distinctive, seldom confused with any other sea creature.[53] When seen from a distance, juveniles can be confused with other cetacean species, such as the false killer whale or Risso's dolphin.[54]
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The killer whale's teeth are very strong, and its jaws exert a powerful grip; the upper teeth fall into the gaps between the lower teeth when the mouth is closed. The firm middle and back teeth hold prey in place, while the front teeth are inclined slightly forward and outward to protect them from powerful jerking movements.[55]
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Killer whales are the largest extant members of the dolphin family. Males typically range from 6 to 8 metres (20 to 26 ft) long and weigh in excess of 6 tonnes (5.9 long tons; 6.6 short tons). Females are smaller, generally ranging from 5 to 7 m (16 to 23 ft) and weighing about 3 to 4 tonnes (3.0 to 3.9 long tons; 3.3 to 4.4 short tons).[56] Calves at birth weigh about 180 kg (400 lb) and are about 2.4 m (7.9 ft) long.[57][58] The skeleton of the killer whale is of the typical delphinid structure, but more robust.[59] Its integument, unlike that of most other dolphin species, is characterized by a well-developed dermal layer with a dense network of fascicles of collagen fibres.[60]
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Killer whale pectoral fins, analogous to forelimbs, are large and rounded, resembling paddles, with those of males significantly larger than those of females. Dorsal fins also exhibit sexual dimorphism, with those of males about 1.8 m (5.9 ft) high, more than twice the size of the female's, with the male's fin more like a tall, elongated isosceles triangle, whereas the female's is shorter and more curved.[61] Males and females also have different patterns of black and white skin in their genital areas.[62] In the skull, adult males have longer lower jaws than females, as well as larger occipital crests.[60]
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An individual killer whale can often be identified from its dorsal fin and saddle patch. Variations such as nicks, scratches, and tears on the dorsal fin and the pattern of white or grey in the saddle patch are unique. Published directories contain identifying photographs and names for hundreds of North Pacific animals. Photographic identification has enabled the local population of killer whales to be counted each year rather than estimated, and has enabled great insight into life cycles and social structures.[63]
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Occasionally a killer whale is white; they have been spotted in the northern Bering Sea and around St. Lawrence Island, and near the Russian coast.[64][65] In February 2008, a white killer whale was photographed 3.2 km (2.0 mi) off Kanaga Volcano in the Aleutian Islands.[64][65] In 2010, the Far East Russia Orca Project (FEROP), co-founded and co-directed by Alexander M. Burdin and Erich Hoyt, filmed an adult male nicknamed Iceberg.[66][67]
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Killer whales have good eyesight above and below the water, excellent hearing, and a good sense of touch. They have exceptionally sophisticated echolocation abilities, detecting the location and characteristics of prey and other objects in the water by emitting clicks and listening for echoes,[68] as do other members of the dolphin family. The mean body temperature of the orca is 36 to 38 °C (97 to 100 °F).[69][70] Like most marine mammals, orcas have a layer of insulating blubber ranging from 7.6 to 10 cm (3.0 to 3.9 in) thick[69] beneath the skin. The pulse is about 60 heartbeats per minute when the orca is at the surface, dropping to 30 beats/min when submerged.[71]
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Killer whales are found in all oceans and most seas. Due to their enormous range, numbers, and density, relative distribution is difficult to estimate,[72] but they clearly prefer higher latitudes and coastal areas over pelagic environments.[73] Areas which serve as major study sites for the species include the coasts of Iceland, Norway, the Valdes Peninsula of Argentina, the Crozet Islands, New Zealand and parts of the west coast of North America, from California to Alaska.[74]
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Systematic surveys indicate the highest densities of killer whales (>0.40 individuals per 100 km2) in the northeast Atlantic around the Norwegian coast, in the north Pacific along the Aleutian Islands, the Gulf of Alaska and in the Southern Ocean off much of the coast of Antarctica.[72] They are considered "common" (0.20–0.40 individuals per 100 km2) in the eastern Pacific along the coasts of British Columbia, Washington and Oregon, in the North Atlantic Ocean around Iceland and the Faroe Islands. High densities have also been reported but not quantified in the western North Pacific around the Sea of Japan, Sea of Okhotsk, Kuril Islands, Kamchatka and the Commander Islands and in the Southern Hemisphere off southern Brazil and the tip of southern Africa. They are reported as seasonally common in the Canadian Arctic, including Baffin Bay between Greenland and Nunavut, as well as Tasmania and Macquarie Island.[72] Regularly occurring or distinct populations exist off Northwest Europe, California, Patagonia, the Crozet Islands, Marion Island, southern Australia and New Zealand.[36][72][75] The northwest Atlantic population of at least 67 individuals ranges from Labrador and Newfoundland to New England with sightings to Cape Cod and Long Island.[76]
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Information for offshore regions and warmer waters is more scarce, but widespread sightings indicate that the killer whale can survive in most water temperatures. They have been sighted, though more infrequently, in the Mediterranean, the Arabian Sea, the Gulf of Mexico, Banderas Bay on Mexico's west coast and the Caribbean.[72] Over 50 individual whales have been documented in the northern Indian Ocean, including two individuals that were sighted in the Persian Gulf in 2008 and off Sri Lanka in 2015.[77] Those orcas may occasionally enter the Red Sea through the Gulf of Aden.[78] The modern status of the species along coastal mainland China and its vicinity is unknown. Recorded sightings have been made from almost the entire shoreline.[79] A wide-ranging population is likely to exist in the central Pacific, with some sightings off Hawaii.[80][81] Distinct populations may also exist off the west coast of tropical Africa,[82] and Papua New Guinea.[83] In the Mediterranean, killer whales are considered "visitors", likely from the North Atlantic, and sightings become less frequent further east. However, a small year-round population is known to exist in the Strait of Gibraltar, mostly on the Atlantic side.[84][85] Killer whales also appear to regularly occur off the Galápagos Islands.[86]
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In the Antarctic, killer whales range up to the edge of the pack ice and are believed to venture into the denser pack ice, finding open leads much like beluga whales in the Arctic. However, killer whales are merely seasonal visitors to Arctic waters, and do not approach the pack ice in the summer. With the rapid Arctic sea ice decline in the Hudson Strait, their range now extends deep into the northwest Atlantic.[87] Occasionally, killer whales swim into freshwater rivers. They have been documented 100 mi (160 km) up the Columbia River in the United States.[88][89] They have also been found in the Fraser River in Canada and the Horikawa River in Japan.[88]
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Migration patterns are poorly understood. Each summer, the same individuals appear off the coasts of British Columbia and Washington. Despite decades of research, where these animals go for the rest of the year remains unknown. Transient pods have been sighted from southern Alaska to central California.[90]
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Worldwide population estimates are uncertain, but recent consensus suggests a minimum of 50,000 (2006).[91][3][30] Local estimates include roughly 25,000 in the Antarctic, 8,500 in the tropical Pacific, 2,250–2,700 off the cooler northeast Pacific and 500–1,500 off Norway.[92] Japan's Fisheries Agency estimated in the 2000s that 2,321 killer whales were in the seas around Japan.[93][94]
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Killer whales are apex predators, meaning that they themselves have no natural predators. They are sometimes called the wolves of the sea, because they hunt in groups like wolf packs.[95] Killer whales hunt varied prey including fish, cephalopods, mammals, seabirds, and sea turtles.[96] Different populations or ecotypes may specialize, and some can have a dramatic impact on prey species.[97] However, whales in tropical areas appear to have more generalized diets due to lower food productivity.[81][82] Killer whales spend most of their time at shallow depths,[98] but occasionally dive several hundred meters depending on their prey.[99][100]
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Fish-eating killer whales prey on around 30 species of fish. Some populations in the Norwegian and Greenland sea specialize in herring and follow that fish's autumnal migration to the Norwegian coast. Salmon account for 96% of northeast Pacific residents' diet, including 65% of large, fatty Chinook.[101] Chum salmon are also eaten, but smaller sockeye and pink salmon are not a significant food item.[102] Depletion of specific prey species in an area is, therefore, cause for concern for local populations, despite the high diversity of prey. On average, a killer whale eats 227 kilograms (500 lb) each day.[103] While salmon are usually hunted by an individual whale or a small group, herring are often caught using carousel feeding: the killer whales force the herring into a tight ball by releasing bursts of bubbles or flashing their white undersides. They then slap the ball with their tail flukes, stunning or killing up to 15 fish at a time, then eating them one by one. Carousel feeding has only been documented in the Norwegian killer whale population, as well as some oceanic dolphin species.[104]
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In New Zealand, sharks and rays appear to be important prey, including eagle rays, long-tail and short-tail stingrays, common threshers, smooth hammerheads, blue sharks, basking sharks, and shortfin makos.[105][106] With sharks, orcas may herd them to the surface and strike them with their tail flukes,[105] while bottom-dwelling rays are cornered, pinned to the ground and taken to the surface.[107] In other parts of the world, killer whales have preyed on broadnose sevengill sharks,[108] tiger sharks[109] and even small whale sharks.[110] Killer whales have also been recorded attacking and feeding on great white sharks,[28][111][112][113] and appear to target the liver.[28][112] Competition between killer whales and white sharks is probable in regions where their diets overlap.[114] The arrival of orcas in an area can cause white sharks to flee and forage elsewhere.[115]
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Killer whales are very sophisticated and effective predators of marine mammals. Thirty-two cetacean species have been recorded as prey, from observing orcas' feeding activity, examining the stomach contents of dead orcas, and seeing scars on the bodies of surviving prey animals. Groups even attack larger cetaceans such as minke whales, grey whales,[116] and, rarely, sperm whales or blue whales.[34][117][118][119] It has been hypothesized that predation by orcas on whale calves in high-productivity, high-latitude areas is the reason for great whale migrations during breeding season to low-productivity tropical waters where orcas are scarcer.[120]
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Hunting a large whale usually takes several hours. Killer whales generally attack young or weak animals; however, a group of five or more may attack a healthy adult. When hunting a young whale, a group chases it and its mother to exhaustion. Eventually, they separate the pair and surround the calf, drowning it by keeping it from surfacing. Pods of female sperm whales sometimes protect themselves by forming a protective circle around their calves with their flukes facing outwards, using them to repel the attackers.[121] Rarely, large killer whale pods can overwhelm even adult female sperm whales. Adult bull sperm whales, which are large, powerful and aggressive when threatened, and fully grown adult blue whales, which are possibly too large to overwhelm, are not believed to be prey for killer whales.[122]
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Prior to the advent of industrial whaling, great whales may have been the major food source for killer whales. The introduction of modern whaling techniques may have aided killer whales by the sound of exploding harpoons indicating availability of prey to scavenge, and compressed air inflation of whale carcasses causing them to float, thus exposing them to scavenging. However, the devastation of great whale populations by unfettered whaling has possibly reduced their availability for killer whales, and caused them to expand their consumption of smaller marine mammals, thus contributing to the decline of these as well.[120]
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Other marine mammal prey species include nearly 20 species of seal, sea lion and fur seal. Walruses and sea otters are less frequently taken. Often, to avoid injury, killer whales disable their prey before killing and eating it. This may involve throwing it in the air, slapping it with their tails, ramming it, or breaching and landing on it.[123] In the Aleutian Islands, a decline in sea otter populations in the 1990s was controversially attributed by some scientists to killer whale predation, although with no direct evidence.[124] The decline of sea otters followed a decline in harbour seal and Steller sea lion populations, the killer whale's preferred prey,[a][126] which in turn may be substitutes for their original prey, now decimated by industrial whaling.[127][128][129]
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In steeply banked beaches off Península Valdés, Argentina, and the Crozet Islands, killer whales feed on South American sea lions and southern elephant seals in shallow water, even beaching temporarily to grab prey before wriggling back to the sea. Beaching, usually fatal to cetaceans, is not an instinctive behaviour, and can require years of practice for the young.[130] Killer whales can then release the animal near juvenile whales, allowing the younger whales to practice the difficult capture technique on the now-weakened prey.[123][131] "Wave-hunting" killer whales spy-hop to locate Weddell seals, crabeater seals, leopard seals, and penguins resting on ice floes, and then swim in groups to create waves that wash over the floe. This washes the prey into the water, where other killer whales lie in wait.[49][132][133]
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Killer whales have also been observed preying on terrestrial mammals, such as deer swimming between islands off the northwest coast of North America.[125] Killer whale cannibalism has also been reported based on analysis of stomach contents, but this is likely to be the result of scavenging remains dumped by whalers.[134] One killer whale was also attacked by its companions after being shot.[34] Although resident killer whales have never been observed to eat other marine mammals, they occasionally harass and kill porpoises and seals for no apparent reason.[135]
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Killer whales in many areas may prey on cormorants and gulls.[136] A captive killer whale at Marineland of Canada discovered it could regurgitate fish onto the surface, attracting sea gulls, and then eat the birds. Four others then learned to copy the behaviour.[137]
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Day-to-day killer whale behaviour generally consists of foraging, travelling, resting and socializing. Killer whales frequently engage in surface behaviour such as breaching (jumping completely out of the water) and tail-slapping. These activities may have a variety of purposes, such as courtship, communication, dislodging parasites, or play. Spyhopping is a behaviour in which a whale holds its head above water to view its surroundings.[138] Resident killer whales swim alongside porpoises and other dolphins.[139]
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Killer whales are notable for their complex societies. Only elephants and higher primates live in comparably complex social structures.[140] Due to orcas' complex social bonds, many marine experts have concerns about how humane it is to keep them in captivity.[141]
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Resident killer whales in the eastern North Pacific live in particularly complex and stable social groups. Unlike any other known mammal social structure, resident whales live with their mothers for their entire lives. These family groups are based on matrilines consisting of the eldest female (matriarch) and her sons and daughters, and the descendants of her daughters, etc. The average size of a matriline is 5.5 animals.[142] Because females can reach age 90, as many as four generations travel together. These matrilineal groups are highly stable. Individuals separate for only a few hours at a time, to mate or forage. With one exception, a killer whale named Luna, no permanent separation of an individual from a resident matriline has been recorded.[142]
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Closely related matrilines form loose aggregations called pods, usually consisting of one to four matrilines. Unlike matrilines, pods may separate for weeks or months at a time.[142] DNA testing indicates resident males nearly always mate with females from other pods.[143] Clans, the next level of resident social structure, are composed of pods with similar dialects, and common but older maternal heritage. Clan ranges overlap, mingling pods from different clans.[142] The final association layer, perhaps more arbitrarily defined than the familial groupings, is called the community, and is defined as a set of clans that regularly commingle. Clans within a community do not share vocal patterns.[b]
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Transient pods are smaller than resident pods, typically consisting of an adult female and one or two of her offspring. Males typically maintain stronger relationships with their mothers than other females. These bonds can extend well into adulthood. Unlike residents, extended or permanent separation of transient offspring from natal matrilines is common, with juveniles and adults of both sexes participating. Some males become "rovers" and do not form long-term associations, occasionally joining groups that contain reproductive females.[144] As in resident clans, transient community members share an acoustic repertoire, although regional differences in vocalizations have been noted.[145]
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Like all cetaceans, killer whales depend heavily on underwater sound for orientation, feeding, and communication. They produce three categories of sounds: clicks, whistles, and pulsed calls. Clicks are believed to be used primarily for navigation and discriminating prey and other objects in the surrounding environment, but are also commonly heard during social interactions.[30]
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Northeast Pacific resident groups tend to be much more vocal than transient groups in the same waters.[146] Residents feed primarily on Chinook and chum, which are insensitive to killer whale calls (inferred from the audiogram of Atlantic salmon). In contrast, the marine mammal prey of transients hear whale calls well. Transients are typically silent.[146] They sometimes use a single click (called a cryptic click) rather than the long train of clicks observed in other populations. Residents are silent only when resting.
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All members of a resident pod use similar calls, known collectively as a dialect. Dialects are composed of specific numbers and types of discrete, repetitive calls. They are complex and stable over time.[147] Call patterns and structure are distinctive within matrilines.[148] Newborns produce calls similar to their mothers, but have a more limited repertoire.[145] Individuals likely learn their dialect through contact with pod members.[149] Family-specific calls have been observed more frequently in the days following a calf's birth, which may help the calf learn them.[150] Dialects are probably an important means of maintaining group identity and cohesiveness. Similarity in dialects likely reflects the degree of relatedness between pods, with variation growing over time.[151] When pods meet, dominant call types decrease and subset call types increase. The use of both call types is called biphonation. The increased subset call types may be the distinguishing factor between pods and inter-pod relations.[148]
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Dialects also distinguish types. Resident dialects contain seven to 17 (mean = 11) distinctive call types. All members of the North American west coast transient community express the same basic dialect, although minor regional variation in call types is evident. Preliminary research indicates offshore killer whales have group-specific dialects unlike those of residents and transients.[151]
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Norwegian and Icelandic herring-eating orcas appear to have different vocalizations for activities like hunting.[152] A population that live in McMurdo Sound, Antarctica have 28 complex burst-pulse and whistle calls.[153]
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Killer whales have the second-heaviest brains among marine mammals[154] (after sperm whales, which have the largest brain of any animal). They can be trained in captivity and are often described as intelligent,[155][156] although defining and measuring "intelligence" is difficult in a species whose environment and behavioural strategies are very different from those of humans.[156]
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Killer whales imitate others, and seem to deliberately teach skills to their kin. Off the Crozet Islands, mothers push their calves onto the beach, waiting to pull the youngster back if needed.[123][131]
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People who have interacted closely with killer whales offer numerous anecdotes demonstrating the whales' curiosity, playfulness, and ability to solve problems. Alaskan killer whales have not only learned how to steal fish from longlines, but have also overcome a variety of techniques designed to stop them, such as the use of unbaited lines as decoys.[157] Once, fishermen placed their boats several miles apart, taking turns retrieving small amounts of their catch, in the hope that the whales would not have enough time to move between boats to steal the catch as it was being retrieved. A researcher described what happened next:
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It worked really well for a while. Then the whales split into two groups. It didn't even take them an hour to figure it out. They were so thrilled when they figured out what was going on, that we were playing games. They were breaching by the boats.
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In other anecdotes, researchers describe incidents in which wild killer whales playfully tease humans by repeatedly moving objects the humans are trying to reach,[158] or suddenly start to toss around a chunk of ice after a human throws a snowball.[159]
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The killer whale's use of dialects and the passing of other learned behaviours from generation to generation have been described as a form of animal culture.[160]
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The complex and stable vocal and behavioural cultures of sympatric groups of killer whales (Orcinus orca) appear to have no parallel outside humans and represent an independent evolution of cultural faculties.[161]
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(Two species or populations are considered sympatric when they live in the same geographic area and thus regularly encounter one another.)
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Female killer whales begin to mature at around the age of 10 and reach peak fertility around 20,[162] experiencing periods of polyestrous cycling separated by non-cycling periods of three to 16 months. Females can often breed until age 40, followed by a rapid decrease in fertility.[162] As such, orcas are among the few animals that undergo menopause and live for decades after they have finished breeding.[163][164] The lifespans of wild females average 50 to 80 years.[165] Some are claimed to have lived substantially longer: Granny (J2) was estimated by some researchers to have been as old as 105 years at the time of her death, though a biopsy sample indicated her age as 65 to 80 years.[166][167][168] Orcas held in captivity tend to live less than those in the wild, although this is subject to scientific debate.[165][169][170]
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To avoid inbreeding, males mate with females from other pods. Gestation varies from 15 to 18 months. [171] Mothers usually calve a single offspring about once every five years. In resident pods, births occur at any time of year, although winter is the most common. Mortality is extremely high during the first seven months of life, when 37–50% of all calves die.[172] Weaning begins at about 12 months of age, and is complete by two years. According to observations in several regions, all male and female pod members participate in the care of the young.[140]
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Males sexually mature at the age of 15, but do not typically reproduce until age 21. Wild males live around 29 years on average, with a maximum of about 60 years.[166] One male, known as Old Tom, was reportedly spotted every winter between the 1840s and 1930 off New South Wales, Australia. This would have made him up to 90 years old. Examination of his teeth indicated he died around age 35,[173] but this method of age determination is now believed to be inaccurate for older animals.[174] One male known to researchers in the Pacific Northwest (identified as J1) was estimated to have been 59 years old when he died in 2010.[175] Killer whales are unique among cetaceans, as their caudal sections elongate with age, making their heads relatively shorter.[60]
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Infanticide, once thought to occur only in captive killer whales, was observed in wild populations by researchers off British Columbia on December 2, 2016. In this incident, an adult male killed the calf of a female within the same pod, with his mother also joining in the assault. It is theorized that the male killed the young calf in order to mate with its mother (something that occurs in other carnivore species), while the male's mother supported the breeding opportunity for her son. The attack ended when the calf's mother struck and injured the attacking male. Such behaviour matches that of many smaller dolphin species, such as the bottlenose dolphin.[176]
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In 2008, the IUCN (International Union for Conservation of Nature) changed its assessment of the killer whale's conservation status from conservation dependent to data deficient, recognizing that one or more killer whale types may actually be separate, endangered species.[3] Depletion of prey species, pollution, large-scale oil spills, and habitat disturbance caused by noise and conflicts with boats are the most significant worldwide threats.[3] In January 2020, the first killer whale in England and Wales since 2001 was found dead with a large fragment of plastic in its stomach.[177]
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Like other animals at the highest trophic levels, the killer whale is particularly at risk of poisoning from bioaccumulation of toxins, including Polychlorinated biphenyls (PCBs).[178] European harbour seals have problems in reproductive and immune functions associated with high levels of PCBs and related contaminants, and a survey off the Washington coast found PCB levels in killer whales were higher than levels that had caused health problems in harbour seals.[178] Blubber samples in the Norwegian Arctic show higher levels of PCBs, pesticides and brominated flame-retardants than in polar bears. When food is scarce, killer whales metabolize blubber for energy, which increases pollutant concentrations in their blood.
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In the Pacific Northwest, wild salmon stocks, a main resident food source, have declined dramatically in recent years.[3] In the Puget Sound region only 75 whales remain with few births over the last few years.[179] On the west coast of Alaska and the Aleutian Islands, seal and sea lion populations have also substantially declined.[180]
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In 2005, the United States government listed the southern resident community as an endangered population under the Endangered Species Act.[30] This community comprises three pods which live mostly in the Georgia and Haro Straits and Puget Sound in British Columbia and Washington. They do not breed outside of their community, which was once estimated at around 200 animals and later shrank to around 90.[181] In October 2008, the annual survey revealed seven were missing and presumed dead, reducing the count to 83.[182] This is potentially the largest decline in the population in the past 10 years. These deaths can be attributed to declines in Chinook salmon.[182]
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Scientist Ken Balcomb has extensively studied killer whales since 1976; he is the research biologist responsible for discovering U.S. Navy sonar may harm killer whales. He studied killer whales from the Center for Whale Research, located in Friday Harbor, Washington.[183] He was also able to study killer whales from "his home porch perched above Puget Sound, where the animals hunt and play in summer months".[183] In May 2003, Balcomb (along with other whale watchers near the Puget Sound coastline) noticed uncharacteristic behaviour displayed by the killer whales. The whales seemed "agitated and were moving haphazardly, attempting to lift their heads free of the water" to escape the sound of the sonars.[183] "Balcomb confirmed at the time that strange underwater pinging noises detected with underwater microphones were sonar. The sound originated from a U.S. Navy frigate 12 miles (19 kilometres) distant, Balcomb said."[183] The impact of sonar waves on killer whales is potentially life-threatening. Three years prior to Balcomb's discovery, research in the Bahamas showed 14 beaked whales washed up on the shore. These whales were beached on the day U.S. Navy destroyers were activated into sonar exercise.[183] Of the 14 whales beached, six of them died. These six dead whales were studied, and CAT scans of two of the whale heads showed hemorrhaging around the brain and the ears, which is consistent with decompression sickness.[183]
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Another conservation concern was made public in September 2008 when the Canadian government decided it was not necessary to enforce further protections (including the Species at Risk Act in place to protect endangered animals along their habitats) for killer whales aside from the laws already in place. In response to this decision, six environmental groups sued the federal government, claiming killer whales were facing many threats on the British Columbia Coast and the federal government did nothing to protect them from these threats.[184] A legal and scientific nonprofit organization, Ecojustice, led the lawsuit and represented the David Suzuki Foundation, Environmental Defence, Greenpeace Canada, International Fund for Animal Welfare, the Raincoast Conservation Foundation, and the Wilderness Committee.[184] Many scientists involved in this lawsuit, including Bill Wareham, a marine scientist with the David Suzuki Foundation, noted increased boat traffic, water toxic wastes, and low salmon population as major threats, putting approximately 87 killer whales[184] on the British Columbia Coast in danger.
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Underwater noise from shipping, drilling, and other human activities is a significant concern in some key killer whale habitats, including Johnstone Strait and Haro Strait.[185] In the mid-1990s, loud underwater noises from salmon farms were used to deter seals. Killer whales also avoided the surrounding waters.[186] High-intensity sonar used by the Navy disturbs killer whales along with other marine mammals.[187] Killer whales are popular with whale watchers, which may stress the whales and alter their behaviour, particularly if boats approach too closely or block their lines of travel.[188]
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The Exxon Valdez oil spill adversely affected killer whales in Prince William Sound and Alaska's Kenai Fjords region. Eleven members (about half) of one resident pod disappeared in the following year. The spill damaged salmon and other prey populations, which in turn damaged local killer whales. By 2009, scientists estimated the AT1 transient population (considered part of a larger population of 346 transients), numbered only seven individuals and had not reproduced since the spill. This population is expected to die out.[189][190]
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A 2018 study published in Science found that global killer whale populations are poised to dramatically decline due to exposure to toxic chemical and PCB pollution.[191]
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The indigenous peoples of the Pacific Northwest Coast feature killer whales throughout their art, history, spirituality and religion. The Haida regarded killer whales as the most powerful animals in the ocean, and their mythology tells of killer whales living in houses and towns under the sea. According to these myths, they took on human form when submerged, and humans who drowned went to live with them.[192] For the Kwakwaka'wakw, the killer whale was regarded as the ruler of the undersea world, with sea lions for slaves and dolphins for warriors.[192] In Nuu-chah-nulth and Kwakwaka'wakw mythology, killer whales may embody the souls of deceased chiefs.[192] The Tlingit of southeastern Alaska regarded the killer whale as custodian of the sea and a benefactor of humans.[193]
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The Maritime Archaic people of Newfoundland also had great respect for killer whales, as evidenced by stone carvings found in a 4,000-year-old burial at the Port au Choix Archaeological Site.[194][195]
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In the tales and beliefs of the Siberian Yupik people, killer whales are said to appear as wolves in winter, and wolves as killer whales in summer.[196][197][198][199] Killer whales are believed to assist their hunters in driving walrus.[200] Reverence is expressed in several forms: the boat represents the animal, and a wooden carving hung from the hunter's belt.[198] Small sacrifices such as tobacco or meat are strewn into the sea for them.[200][199]
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Indigenous Ainu tribe often referred killer whales in their folklore and myth as Repun Kamuy (God of Sea/Offshore) to bring fortunes (whales) to the coasts, and there had been traditional funerals for stranded or deceased orcas akin to funerals for other animals such as brown bears.[201]
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In Western cultures, killer whales were historically feared as dangerous, savage predators.[202] The first written description of a killer whale was given by Pliny the Elder circa AD 70, who wrote, "Orcas (the appearance of which no image can express, other than an enormous mass of savage flesh with teeth) are the enemy of [other kinds of whale]... they charge and pierce them like warships ramming."[203]
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Of the very few confirmed attacks on humans by wild killer whales, none have been fatal.[204] In one instance, killer whales tried to tip ice floes on which a dog team and photographer of the Terra Nova Expedition were standing.[205] The sled dogs' barking is speculated to have sounded enough like seal calls to trigger the killer whale's hunting curiosity. In the 1970s, a surfer in California was bitten, and in 2005, a boy in Alaska who was splashing in a region frequented by harbour seals was bumped by a killer whale that apparently misidentified him as prey.[206] Unlike wild killer whales, captive killer whales have made nearly two dozen attacks on humans since the 1970s, some of which have been fatal.[207][208]
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Competition with fishermen also led to killer whales being regarded as pests. In the waters of the Pacific Northwest and Iceland, the shooting of killer whales was accepted and even encouraged by governments.[202] As an indication of the intensity of shooting that occurred until fairly recently, about 25% of the killer whales captured in Puget Sound for aquarium through 1970 bore bullet scars.[209] The U.S. Navy claimed to have deliberately killed hundreds of killer whales in Icelandic waters in 1956 with machine guns, rockets, and depth charges.[210][211]
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Western attitudes towards killer whales have changed dramatically in recent decades. In the mid-1960s and early 1970s, killer whales came to much greater public and scientific awareness, starting with the first live-capture and display of a killer whale known as Moby Doll, a resident harpooned off Saturna Island in 1964.[202] So little was known at the time, it was nearly two months before the whale's keepers discovered what food (fish) it was willing to eat. To the surprise of those who saw him, Moby Doll was a docile, non-aggressive whale who made no attempts to attack humans.[212]
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Between 1964 and 1976, 50 killer whales from the Pacific Northwest were captured for display in aquaria, and public interest in the animals grew. In the 1970s, research pioneered by Michael Bigg led to the discovery of the species' complex social structure, its use of vocal communication, and its extraordinarily stable mother–offspring bonds. Through photo-identification techniques, individuals were named and tracked over decades.[213]
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Bigg's techniques also revealed the Pacific Northwest population was in the low hundreds rather than the thousands that had been previously assumed.[202] The southern resident community alone had lost 48 of its members to captivity; by 1976, only 80 remained.[214] In the Pacific Northwest, the species that had unthinkingly been targeted became a cultural icon within a few decades.[181]
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The public's growing appreciation also led to growing opposition to whale–keeping in aquarium. Only one whale has been taken in North American waters since 1976. In recent years, the extent of the public's interest in killer whales has manifested itself in several high-profile efforts surrounding individuals. Following the success of the 1993 film Free Willy, the movie's captive star Keiko was returned to the coast of his native Iceland in 2002. The director of the International Marine Mammal Project for the Earth Island Institute, David Phillips, led the efforts to return Keiko to the Iceland waters.[215] Keiko however did not adapt to the harsh climate of the Arctic Ocean, and died a year into his release after contracting pneumonia, at the age of 27.[216] In 2002, the orphan Springer was discovered in Puget Sound, Washington. She became the first whale to be successfully reintegrated into a wild pod after human intervention, crystallizing decades of research into the vocal behaviour and social structure of the region's killer whales.[217] The saving of Springer raised hopes that another young killer whale named Luna, which had become separated from his pod, could be returned to it. However, his case was marked by controversy about whether and how to intervene, and in 2006, Luna was killed by a boat propeller.[218]
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The earlier of known records of commercial hunting of killer whales date to the 18th century in Japan. During the 19th and early 20th centuries, the global whaling industry caught immense numbers of baleen and sperm whales, but largely ignored killer whales because of their limited amounts of recoverable oil, their smaller populations, and the difficulty of taking them.[143] Once the stocks of larger species were depleted, killer whales were targeted by commercial whalers in the mid-20th century. Between 1954 and 1997, Japan took 1,178 killer whales (although the Ministry of the Environment claims that there had been domestic catches of about 1,600 whales between late 1940s to 1960s[219]) and Norway took 987.[220] Extensive hunting of killer whales, including an Antarctic catch of 916 in 1979–80 alone, prompted the International Whaling Commission to recommend a ban on commercial hunting of the species pending further research.[220] Today, no country carries out a substantial hunt, although Indonesia and Greenland permit small subsistence hunts (see Aboriginal whaling). Other than commercial hunts, killer whales were hunted along Japanese coasts out of public concern for potential conflicts with fisheries. Such cases include a semi-resident male-female pair in Akashi Strait and Harimanada being killed in the Seto Inland Sea in 1957,[221][222] the killing of five whales from a pod of 11 members that swam into Tokyo Bay in 1970,[223] and a catch record in southern Taiwan in the 1990s.[79][224]
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Killer whales have helped humans hunting other whales.[225] One well-known example was the killer whales of Eden, Australia, including the male known as Old Tom. Whalers more often considered them a nuisance, however, as orcas would gather to scavenge meat from the whalers' catch.[225] Some populations, such as in Alaska's Prince William Sound, may have been reduced significantly by whalers shooting them in retaliation.[16]
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Whale watching continues to increase in popularity, but may have some problematic impacts on killer whales. Exposure to exhaust gasses from large amounts of vessel traffic are causing concern for the overall health of the 75 remaining southern resident killer whales (SRKWs) left as of early 2019.[226] This population is followed by approximately 20 vessels for 12 hours a day during the months May–September.[227] Researchers discovered that these vessels are in the line of sight for these whales for 98–99.5% of daylight hours.[227] With so many vessels, the air quality around these whales deteriorates and impacts their health. Air pollutants that bind with exhaust fumes are responsible for the activation of the cytochrome P450 1A gene family.[227] Researchers have successfully identified this gene in skin biopsies of live whales and also the lungs of deceased whales. A direct correlation between activation of this gene and the air pollutants can not be made because there are other known factors that will induce the same gene. Vessels can have either wet or dry exhaust systems, with wet exhaust systems leaving more pollutants in the water due to various gas solubility. A modelling study determined that the lowest-observed-adverse-effect-level (LOAEL) of exhaust pollutants was about 12% of the human dose.[227]
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As a response to this, in 2017 boats off the British Columbia coast now have a minimum approach distance of 200 metres compared to the previous 100 metres. This new rule complements Washington State's minimum approach zone of 180 metres that has been in effect since 2011. If a whale approaches a vessel it must be placed in neutral until the whale passes. The World Health Organization has set air quality standards in an effort to control the emissions produced by these vessels.[228]
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The killer whale's intelligence, trainability, striking appearance, playfulness in captivity and sheer size have made it a popular exhibit at aquaria and aquatic theme parks. From 1976 to 1997, 55 whales were taken from the wild in Iceland, 19 from Japan, and three from Argentina. These figures exclude animals that died during capture. Live captures fell dramatically in the 1990s, and by 1999, about 40% of the 48 animals on display in the world were captive-born.[229]
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Organizations such as World Animal Protection and the Whale and Dolphin Conservation campaign against the practice of keeping them in captivity. In captivity, they often develop pathologies, such as the dorsal fin collapse seen in 60–90% of captive males. Captives have vastly reduced life expectancies, on average only living into their 20s.[c] In the wild, females who survive infancy live 46 years on average, and up to 70–80 years in rare cases. Wild males who survive infancy live 31 years on average, and up to 50–60 years.[230] Captivity usually bears little resemblance to wild habitat, and captive whales' social groups are foreign to those found in the wild. Critics claim captive life is stressful due to these factors and the requirement to perform circus tricks that are not part of wild killer whale behaviour, see above.[231] Wild killer whales may travel up to 160 kilometres (100 mi) in a day, and critics say the animals are too big and intelligent to be suitable for captivity.[155] Captives occasionally act aggressively towards themselves, their tankmates, or humans, which critics say is a result of stress.[207] Between 1991 and 2010, the bull orca known as Tilikum was involved in the death of three people, and was featured in the critically acclaimed 2013 film Blackfish.[232] Tilikum lived at SeaWorld from 1992 until his death in 2017.[233][234][235][236][237]
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A 2015 study coauthored by staff at SeaWorld and the Minnesota Zoo indicates that there is no significant difference in survivorship between free-ranging and captive killer whales. The authors speculate about the future utility of studying captive populations for the purposes of understanding orca biology and the implications of such research of captive animals in the overall health of both wild and marine park populations.[238]
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As of March 2016, SeaWorld has announced that they will be ending their orca breeding program and their theatrical shows. They previously announced, in November 2015, that the shows would be coming to an end in San Diego but it is now to happen in both Orlando and San Antonio as well.[239]
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In plane Euclidean geometry, a rhombus (plural rhombi or rhombuses) is a quadrilateral whose four sides all have the same length. Another name is equilateral quadrilateral, since equilateral means that all of its sides are equal in length. The rhombus is often called a diamond, after the diamonds suit in playing cards which resembles the projection of an octahedral diamond, or a lozenge, though the former sometimes refers specifically to a rhombus with a 60° angle (see Polyiamond), and the latter sometimes refers specifically to a rhombus with a 45° angle.
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Every rhombus is simple (non-self-intersecting), and is a special case of a parallelogram and a kite. A rhombus with right angles is a square.[1][2]
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The word "rhombus" comes from Greek ῥόμβος (rhombos), meaning something that spins,[3] which derives from the verb ῥέμβω (rhembō), meaning "to turn round and round."[4] The word was used both by Euclid and Archimedes, who used the term "solid rhombus" for a bicone, two right circular cones sharing a common base.[5]
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The surface we refer to as rhombus today is a cross section of the bicone on a plane through the apexes of the two cones.
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A simple (non-self-intersecting) quadrilateral is a rhombus if and only if it is any one of the following:[6][7]
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Every rhombus has two diagonals connecting pairs of opposite vertices, and two pairs of parallel sides. Using congruent triangles, one can prove that the rhombus is symmetric across each of these diagonals. It follows that any rhombus has the following properties:
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The first property implies that every rhombus is a parallelogram. A rhombus therefore has all of the properties of a parallelogram: for example, opposite sides are parallel; adjacent angles are supplementary; the two diagonals bisect one another; any line through the midpoint bisects the area; and the sum of the squares of the sides equals the sum of the squares of the diagonals (the parallelogram law). Thus denoting the common side as a and the diagonals as p and q, in every rhombus
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Not every parallelogram is a rhombus, though any parallelogram with perpendicular diagonals (the second property) is a rhombus. In general, any quadrilateral with perpendicular diagonals, one of which is a line of symmetry, is a kite. Every rhombus is a kite, and any quadrilateral that is both a kite and parallelogram is a rhombus.
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A rhombus is a tangential quadrilateral.[10] That is, it has an inscribed circle that is tangent to all four sides.
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The length of the diagonals p = AC and q = BD can be expressed in terms of the rhombus side a and one vertex angle α as
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and
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These formulas are a direct consequence of the law of cosines.
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The inradius (the radius of a circle inscribed in the rhombus), denoted by r, can be expressed in terms of the diagonals p and q as[10]
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or in terms of the side length a and any vertex angle α or β as
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31 |
+
As for all parallelograms, the area K of a rhombus is the product of its base and its height (h). The base is simply any side length a:
|
32 |
+
|
33 |
+
The area can also be expressed as the base squared times the sine of any angle:
|
34 |
+
|
35 |
+
or in terms of the height and a vertex angle:
|
36 |
+
|
37 |
+
or as half the product of the diagonals p, q:
|
38 |
+
|
39 |
+
or as the semiperimeter times the radius of the circle inscribed in the rhombus (inradius):
|
40 |
+
|
41 |
+
Another way, in common with parallelograms, is to consider two adjacent sides as vectors, forming a bivector, so the area is the magnitude of the bivector (the magnitude of the vector product of the two vectors), which is the determinant of the two vectors' Cartesian coordinates: K = x1y2 – x2y1.[11]
|
42 |
+
|
43 |
+
The dual polygon of a rhombus is a rectangle:[12]
|
44 |
+
|
45 |
+
The sides of a rhombus centered at the origin, with diagonals each falling on an axis, consist of all points (x, y) satisfying
|
46 |
+
|
47 |
+
The vertices are at
|
48 |
+
|
49 |
+
|
50 |
+
|
51 |
+
(
|
52 |
+
±
|
53 |
+
a
|
54 |
+
,
|
55 |
+
0
|
56 |
+
)
|
57 |
+
|
58 |
+
|
59 |
+
{\displaystyle (\pm a,0)}
|
60 |
+
|
61 |
+
and
|
62 |
+
|
63 |
+
|
64 |
+
|
65 |
+
(
|
66 |
+
0
|
67 |
+
,
|
68 |
+
±
|
69 |
+
b
|
70 |
+
)
|
71 |
+
.
|
72 |
+
|
73 |
+
|
74 |
+
{\displaystyle (0,\pm b).}
|
75 |
+
|
76 |
+
This is a special case of the superellipse, with exponent 1.
|
77 |
+
|
78 |
+
A rhombohedron (also called a rhombic hexahedron) is a three-dimensional figure like a cuboid (also called a rectangular parallelepiped), except that its 3 pairs of parallel faces are up to 3 types of rhombi instead of rectangles.
|
79 |
+
|
80 |
+
The rhombic dodecahedron is a convex polyhedron with 12 congruent rhombi as its faces.
|
81 |
+
|
82 |
+
The rhombic triacontahedron is a convex polyhedron with 30 golden rhombi (rhombi whose diagonals are in the golden ratio) as its faces.
|
83 |
+
|
84 |
+
The great rhombic triacontahedron is a nonconvex isohedral, isotoxal polyhedron with 30 intersecting rhombic faces.
|
85 |
+
|
86 |
+
The rhombic hexecontahedron is a stellation of the rhombic triacontahedron. It is nonconvex with 60 golden rhombic faces with icosahedral symmetry.
|
87 |
+
|
88 |
+
The rhombic enneacontahedron is a polyhedron composed of 90 rhombic faces, with three, five, or six rhombi meeting at each vertex. It has 60 broad rhombi and 30 slim ones.
|
89 |
+
|
90 |
+
The trapezo-rhombic dodecahedron is a convex polyhedron with 6 rhombic and 6 trapezoidal faces.
|
91 |
+
|
92 |
+
The rhombic icosahedron is a polyhedron composed of 20 rhombic faces, of which three, four, or five meet at each vertex. It has 10 faces on the polar axis with 10 faces following the equator.
|
en/3507.html.txt
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1 |
+
|
2 |
+
|
3 |
+
Los Angeles (/lɔːs ˈændʒələs/ (listen);[a] Spanish: Los Ángeles; Spanish for 'The Angels'),[16] officially the City of Los Angeles and often known by its initials L.A., is the largest city in California. With an estimated population of nearly four million people,[17] it is the second-most populous city in the United States (after New York City) and the third-most populous city in North America (after Mexico City and New York City). Los Angeles is known for its Mediterranean climate, ethnic diversity, Hollywood entertainment industry, and its sprawling metropolis.
|
4 |
+
|
5 |
+
Los Angeles lies in a basin in Southern California, adjacent to the Pacific Ocean, with mountains as high as 10,000 feet (3,000 m), and deserts. The city, which covers about 469 square miles (1,210 km2),[18] is the seat of Los Angeles County, the most populous county in the United States. The Los Angeles metropolitan area (MSA) is home to 13.1 million people, making it the second-largest metropolitan area in the nation after New York.[19] Greater Los Angeles includes metro Los Angeles as well as the Inland Empire and Ventura County.[20] It is the second-most populous U.S. combined statistical area, also after New York, with a 2015 estimate of 18.7 million people.[21]
|
6 |
+
|
7 |
+
Home to the Chumash and Tongva, Los Angeles was claimed by Juan Rodríguez Cabrillo for Spain in 1542. The city was founded on September 4, 1781, by Spanish governor Felipe de Neve. It became a part of Mexico in 1821 following the Mexican War of Independence. In 1848, at the end of the Mexican–American War, Los Angeles and the rest of California were purchased as part of the Treaty of Guadalupe Hidalgo, and thus became part of the United States. Los Angeles was incorporated as a municipality on April 4, 1850, five months before California achieved statehood. The discovery of oil in the 1890s brought rapid growth to the city.[22] The city was further expanded with the completion of the Los Angeles Aqueduct in 1913, which delivers water from Eastern California.
|
8 |
+
|
9 |
+
Los Angeles has a diverse economy and hosts businesses in a broad range of professional and cultural fields. It also has the busiest container port in the Americas.[23] A global city, it has been ranked 7th in the Global Cities Index and 9th in the Global Economic Power Index. The Los Angeles metropolitan area also has a gross metropolitan product of $1.0 trillion[24] (as of 2017[update]), making it the third-largest city by GDP in the world, after the Tokyo and New York City metropolitan areas. Los Angeles hosted the 1932 and 1984 Summer Olympics and will host the 2028 Summer Olympics.
|
10 |
+
|
11 |
+
The Los Angeles coastal area was settled by the Tongva (Gabrieleños) and Chumash tribes. A Gabrieleño settlement in the area was called iyáangẚ (written "Yang-na" by the Spanish), meaning "poison oak place".[25][26]
|
12 |
+
|
13 |
+
Maritime explorer Juan Rodríguez Cabrillo claimed the area of southern California for the Spanish Empire in 1542 while on an official military exploring expedition moving north along the Pacific coast from earlier colonizing bases of New Spain in Central and South America.[27] Gaspar de Portolà and Franciscan missionary Juan Crespí, reached the present site of Los Angeles on August 2, 1769.[28]
|
14 |
+
|
15 |
+
In 1771, Franciscan friar Junípero Serra directed the building of the Mission San Gabriel Arcángel, the first mission in the area.[29] On September 4, 1781, a group of forty-four settlers known as "Los Pobladores" founded the pueblo they called El Pueblo de Nuestra Señora la Reina de los Ángeles, 'The Town of Our Lady the Queen of the Angels'.[30][b] The present-day city has the largest Roman Catholic Archdiocese in the United States. Two-thirds of the Mexican or (New Spain) settlers were mestizo or mulatto, a mixture of African, indigenous and European ancestry.[31] The settlement remained a small ranch town for decades, but by 1820, the population had increased to about 650 residents.[32] Today, the pueblo is commemorated in the historic district of Los Angeles Pueblo Plaza and Olvera Street, the oldest part of Los Angeles.[33]
|
16 |
+
|
17 |
+
New Spain achieved its independence from the Spanish Empire in 1821, and the pueblo continued as a part of Mexico. During Mexican rule, Governor Pío Pico made Los Angeles Alta California's regional capital.[34]
|
18 |
+
|
19 |
+
Mexican rule ended during the Mexican–American War: Americans took control from the Californios after a series of battles, culminating with the signing of the Treaty of Cahuenga on January 13, 1847.[35]
|
20 |
+
|
21 |
+
Railroads arrived with the completion of the transcontinental Southern Pacific line to Los Angeles in 1876 and the Santa Fe Railroad in 1885.[36] Petroleum was discovered in the city and surrounding area in 1892, and by 1923, the discoveries had helped California become the country's largest oil producer, accounting for about one-quarter of the world's petroleum output.[37]
|
22 |
+
|
23 |
+
By 1900, the population had grown to more than 102,000,[38] putting pressure on the city's water supply.[39] The completion of the Los Angeles Aqueduct in 1913, under the supervision of William Mulholland, assured the continued growth of the city.[40] Because of clauses in the city's charter that prevented the City of Los Angeles from selling or providing water from the aqueduct to any area outside its borders, many adjacent cities and communities felt compelled to annex themselves into Los Angeles.[41][42][43]
|
24 |
+
|
25 |
+
Los Angeles created the first municipal zoning ordinance in the United States. On September 14, 1908, the Los Angeles City Council promulgated residential and industrial land use zones. The new ordinance established three residential zones of a single type, where industrial uses were prohibited. The proscriptions included barns, lumber yards, and any industrial land use employing machine-powered equipment. These laws were enforced against industrial properties after-the-fact. These prohibitions were in addition to existing activities that were already regulated as nuisances. These included explosives warehousing, gas works, oil-drilling, slaughterhouses, and tanneries. Los Angeles City Council also designated seven industrial zones within the city. However, between 1908 and 1915, Los Angeles City Council created various exceptions to the broad proscriptions that applied to these three residential zones, and as a consequence, some industrial uses emerged within them. There are two differences from the 1908 Residence District Ordinance and later zoning laws in the United States. First, the 1908 laws did not establish a comprehensive zoning map as the 1916 New York City Zoning Ordinance did. Second, the residential zones did not distinguish types of housing; it treated apartments, hotels, and detached-single-family housing equally.[44]
|
26 |
+
|
27 |
+
In 1910, Hollywood merged into Los Angeles, with 10 movie companies already operating in the city at the time. By 1921, more than 80 percent of the world's film industry was concentrated in LA.[45] The money generated by the industry kept the city insulated from much of the economic loss suffered by the rest of the country during the Great Depression.[46]
|
28 |
+
By 1930, the population surpassed one million.[47] In 1932, the city hosted the Summer Olympics.
|
29 |
+
|
30 |
+
During World War II, Los Angeles was a major center of wartime manufacturing, such as shipbuilding and aircraft. Calship built hundreds of Liberty Ships and Victory Ships on Terminal Island, and the Los Angeles area was the headquarters of six of the country's major aircraft manufacturers (Douglas Aircraft Company, Hughes Aircraft, Lockheed, North American Aviation, Northrop Corporation, and Vultee). During the war, more aircraft were produced in one year than in all the pre-war years since the Wright brothers flew the first airplane in 1903, combined. Manufacturing in Los Angeles skyrocketed, and as William S. Knudsen, of the National Defense Advisory Commission put it, "We won because we smothered the enemy in an avalanche of production, the like of which he had never seen, nor dreamed possible."[48]
|
31 |
+
|
32 |
+
Following the end of World War II, Los Angeles grew more rapidly than ever, sprawling into the San Fernando Valley.[49] The expansion of the Interstate Highway System during the 1950s and 1960s helped propel suburban growth and signaled the demise of the city's electrified rail system, once the world's largest.
|
33 |
+
|
34 |
+
Previous to the 1950s, Los Angeles' name had multiple pronunciations, but the soft "G" pronunciation is universal today. Some early movies or video shows it pronounced with a hard "G" (/lɔːs ˈænɡələs/).[50] Sam Yorty was one of the last public figures who still used the hard "G" pronunciation.[51]
|
35 |
+
|
36 |
+
The 1960s saw race relations boil over into the Watts riots of 1965, which resulted in 34 deaths and over 1,000 injuries.
|
37 |
+
|
38 |
+
In 1969, California became the birthplace of the Internet, as the first ARPANET transmission was sent from the University of California, Los Angeles (UCLA) to the Stanford Research Institute in Menlo Park.[52]
|
39 |
+
|
40 |
+
In 1973, Tom Bradley was elected as the city's first African American mayor, serving for five terms until retiring in 1993. Other events in the city during the 1970s included the Symbionese Liberation Army's South Central standoff in 1974, the Hillside Stranglers murder cases in 1977–1978, Daryl Gates becoming Los Angeles Police Department's 49th-and as outspoken as his predecessor Edward Davis-police chief in 1978 and also in 1978 the 50th Academy Awards ceremony at the city's Dorothy Chandler Pavilion and Jimmy Carter's first ever presidential visit and in 1979, the decade ending with the 50th anniversary of the Academy Awards (51st ever ceremony, also at the Dorothy Chandler Pavilion), President Carter's second visit to the city and the City Council's and Bradley's respective passing and signing of the city's first homosexual rights bill.
|
41 |
+
|
42 |
+
In 1984, the city hosted the Summer Olympic Games for the second time. Despite being boycotted by 14 Communist countries, the 1984 Olympics became more financially successful than any previous,[53] and the second Olympics to turn a profit until then–the other, according to an analysis of contemporary newspaper reports, being the 1932 Summer Olympics, also held in Los Angeles.[54]
|
43 |
+
|
44 |
+
Racial tensions erupted on April 29, 1992, with the acquittal by a Simi Valley jury of four Los Angeles Police Department (LAPD) officers captured on videotape beating Rodney King, culminating in large-scale riots.[55][56]
|
45 |
+
|
46 |
+
In 1994, the 6.7 Northridge earthquake shook the city, causing $12.5 billion in damage and 72 deaths.[57] The century ended with the Rampart scandal, one of the most extensive documented cases of police misconduct in American history.[58]
|
47 |
+
|
48 |
+
In 2002, Mayor James Hahn led the campaign against secession, resulting in voters defeating efforts by the San Fernando Valley and Hollywood to secede from the city.[59]
|
49 |
+
|
50 |
+
Los Angeles will host the 2028 Summer Olympics and Paralympic Games, making Los Angeles the third city to host the Olympics three times.[60][61]
|
51 |
+
|
52 |
+
The city of Los Angeles covers a total area of 502.7 square miles (1,302 km2), comprising 468.7 square miles (1,214 km2) of land and 34.0 square miles (88 km2) of water.[18] The city extends for 44 miles (71 km) north-south and for 29 miles (47 km) east-west. The perimeter of the city is 342 miles (550 km).
|
53 |
+
|
54 |
+
Los Angeles is both flat and hilly. The highest point in the city proper is Mount Lukens at 5,074 ft (1,547 m),[62][63] located at the northeastern end of the San Fernando Valley. The eastern end of the Santa Monica Mountains stretches from Downtown to the Pacific Ocean and separates the Los Angeles Basin from the San Fernando Valley. Other hilly parts of Los Angeles include the Mt. Washington area north of Downtown, eastern parts such as Boyle Heights, the Crenshaw district around the Baldwin Hills, and the San Pedro district.
|
55 |
+
|
56 |
+
Surrounding the city are much higher mountains. Immediately to the north lie the San Gabriel Mountains, which is a popular recreation area for Angelenos. Its high point is Mount San Antonio, locally known as Mount Baldy, which reaches 10,064 feet (3,068 m). Further afield, the highest point in the Greater Los Angeles area is San Gorgonio Mountain, with a height of 11,503 feet (3,506 m).
|
57 |
+
|
58 |
+
The Los Angeles River, which is largely seasonal, is the primary drainage channel. It was straightened and lined in 51 miles (82 km) of concrete by the Army Corps of Engineers to act as a flood control channel.[64] The river begins in the Canoga Park district of the city, flows east from the San Fernando Valley along the north edge of the Santa Monica Mountains, and turns south through the city center, flowing to its mouth in the Port of Long Beach at the Pacific Ocean. The smaller Ballona Creek flows into the Santa Monica Bay at Playa del Rey.
|
59 |
+
|
60 |
+
Los Angeles is rich in native plant species partly because of its diversity of habitats, including beaches, wetlands, and mountains. The most prevalent plant communities are coastal sage scrub, chaparral shrubland, and riparian woodland.[65] Native plants include: the California poppy, matilija poppy, toyon, Ceanothus, Chamise, Coast Live Oak, sycamore, willow and Giant Wildrye. Many of these native species, such as the Los Angeles sunflower, have become so rare as to be considered endangered. Although it is not native to the area, the official tree of Los Angeles is the Coral Tree (Erythrina caffra)[66] and the official flower of Los Angeles is the Bird of Paradise (Strelitzia reginae).[67] Mexican Fan Palms, Canary Island Palms, Queen Palms, Date Palms, and California Fan Palms are common in the Los Angeles area, although only the last is native.
|
61 |
+
|
62 |
+
Los Angeles is subject to earthquakes because of its location on the Pacific Ring of Fire. The geologic instability has produced numerous faults, which cause approximately 10,000 earthquakes annually in Southern California, though most of them are too small to be felt.[68] The strike-slip San Andreas Fault system is at the boundary between the Pacific Plate and the North American Plate, and is vulnerable to the "big one", a potentially large and damaging event after the San Francisco earthquake in 1906.[69] The Los Angeles basin and metropolitan area are also at risk from blind thrust earthquakes.[70] Major earthquakes that have hit the Los Angeles area include the 1933 Long Beach, 1971 San Fernando, 1987 Whittier Narrows, and the 1994 Northridge events. All but a few are of low intensity and are not felt. The USGS has released the UCERF California earthquake forecast, which models earthquake occurrence in California. Parts of the city are also vulnerable to tsunamis; harbor areas were damaged by waves from Aleutian Islands earthquake in 1946, Valdivia earthquake in 1960, Alaska earthquake in 1964, Chile earthquake in 2010 and Japan earthquake in 2011.[71]
|
63 |
+
|
64 |
+
The city is divided into many different districts and neighborhoods,[72][73] some of which were incorporated cities that merged with Los Angeles.[74] These neighborhoods were developed piecemeal, and are well-defined enough that the city has signage marking nearly all of them.[75]
|
65 |
+
|
66 |
+
The city's street patterns generally follow a grid plan, with uniform block lengths and occasional roads that cut across blocks. However, this is complicated by rugged terrain, which has necessitated having different grids for each of the valleys that Los Angeles covers. Major streets are designed to move large volumes of traffic through many parts of the city, many of which are extremely long; Sepulveda Boulevard is 43 miles (69 km) long, while Foothill Boulevard is over 60 miles (97 km) long, reaching as far east as San Bernardino. Drivers in Los Angeles suffer from one of the worst rush hour periods in the world, according to an annual traffic index by navigation system maker, TomTom. LA drivers spend an additional 92 hours in traffic each year. During the peak rush hour there is 80% congestion, according to the index.[76]
|
67 |
+
|
68 |
+
Los Angeles is often characterized by the presence of low-rise buildings. Outside of a few centers such as Downtown, Warner Center, Century City, Koreatown, Miracle Mile, Hollywood, and Westwood, skyscrapers and high-rise buildings are not common. The few skyscrapers built outside of those areas often stand out above the rest of the surrounding landscape. Most construction is done in separate units, rather than wall-to-wall. That being said, Downtown Los Angeles itself has many buildings over 30 stories, with fourteen over 50 stories, and two over 70 stories, the tallest of which is the Wilshire Grand Center. Also, Los Angeles is increasingly becoming a city of apartments rather than single family dwellings, especially in the dense inner city and Westside neighborhoods.
|
69 |
+
|
70 |
+
Important landmarks in Los Angeles include the Hollywood Sign, Walt Disney Concert Hall, Capitol Records Building, the Cathedral of Our Lady of the Angels, Angels Flight, Grauman's Chinese Theatre, Dolby Theatre, Griffith Observatory, Getty Center, Getty Villa, Stahl House, the Los Angeles Memorial Coliseum, L.A. Live, the Los Angeles County Museum of Art, the Venice Canal Historic District and boardwalk, Theme Building, Bradbury Building, U.S. Bank Tower, Wilshire Grand Center, Hollywood Boulevard, Los Angeles City Hall, Hollywood Bowl, Battleship USS Iowa, Watts Towers, Staples Center, Dodger Stadium, and Olvera Street.
|
71 |
+
|
72 |
+
Los Angeles has a Mediterranean climate (Köppen Csb on the coast and most of downtown, Csa near the metropolitan region to the west), and receives just enough annual precipitation to avoid semi-arid climate (BSh),[78] making the myth that the city has been built in a desert not be completely incorrect. Daytime temperatures are generally temperate all year round. In winter, they average around 68 °F (20 °C) giving it a tropical feel although it is a few degrees too cool to be a true tropical climate on average due to cool night temperatures.[79][80] Los Angeles has plenty of sunshine throughout the year, with an average of only 35 days with measurable precipitation annually.[81]
|
73 |
+
|
74 |
+
Temperatures in the coastal basin exceed 90 °F (32 °C) on a dozen or so days in the year, from one day a month in April, May, June and November to three days a month in July, August, October and to five days in September.[81] Temperatures in the San Fernando and San Gabriel Valleys are considerably warmer. Temperatures are subject to substantial daily swings; in inland areas the difference between the average daily low and the average daily high is over 30 °F (17 °C).[82] The average annual temperature of the sea is 63 °F (17 °C), from 58 °F (14 °C) in January to 68 °F (20 °C) in August.[83] Hours of sunshine total more than 3,000 per year, from an average of 7 hours of sunshine per day in December to an average of 12 in July.[84]
|
75 |
+
|
76 |
+
The Los Angeles area is also subject to phenomena typical of a microclimate, causing extreme variations in temperature in close physical proximity to each other. For example, the average July maximum temperature at the Santa Monica Pier is 70 °F (21 °C) whereas it is 95 °F (35 °C) in Canoga Park, 15 miles (24 km) away.[85] The city, like much of the southern California coast, is subject to a late spring/early summer weather phenomenon called "June Gloom". This involves overcast or foggy skies in the morning that yield to sun by early afternoon.[86]
|
77 |
+
|
78 |
+
Downtown Los Angeles averages 14.93 in (379 mm) of precipitation annually, mainly occurring between November and March,[82] generally in the form of moderate rain showers, but sometimes as heavy rainfall during winter storms. Rainfall is usually higher in the hills and coastal slopes of the mountains because of orographic uplift. Summer days are usually rainless. Rarely, an incursion of moist air from the south or east can bring brief thunderstorms in late summer, especially to the mountains. The coast gets slightly less rainfall, while the inland and mountain areas get considerably more. Years of average rainfall are rare. The usual pattern is year to year variability, with a short string of dry years of 5–10 in (130–250 mm) rainfall, followed by one or two wet years with more than 20 in (510 mm).[82] Wet years are usually associated with warm water El Niño conditions in the Pacific, dry years with cooler water La Niña episodes. A series of rainy days can bring floods to the lowlands and mudslides to the hills, especially after wildfires have denuded the slopes.
|
79 |
+
|
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+
Both freezing temperatures and snowfall are extremely rare in the city basin and along the coast, with the last occurrence of a 32 °F (0 °C) reading at the downtown station being January 29, 1979;[82] freezing temperatures occur nearly every year in valley locations while the mountains within city limits typically receive snowfall every winter. The greatest snowfall recorded in downtown Los Angeles was 2.0 inches (5 cm) on January 15, 1932.[82][87] While the most recent snowfall occurred in February 2019, the first snowfall since 1962.[88][89] At the official downtown station, the highest recorded temperature is 113 °F (45 °C) on September 27, 2010,[82][90] while the lowest is 28 °F (−2 °C),[82] on January 4, 1949.[82] During autumn and winter, Santa Ana winds sometimes bring much warmer and drier conditions to Los Angeles, and raise wildfire risk.
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A Gabrielino settlement in the area was called iyáangẚ (written Yang-na by the Spanish), which has been translated as "poison oak place".[25][26] Yang-na has also been translated as "the valley of smoke".[97][98] Owing to geography, heavy reliance on automobiles, and the Los Angeles/Long Beach port complex, Los Angeles suffers from air pollution in the form of smog. The Los Angeles Basin and the San Fernando Valley are susceptible to atmospheric inversion, which holds in the exhausts from road vehicles, airplanes, locomotives, shipping, manufacturing, and other sources.[99] The percentage of small particle pollution (the kind that penetrates into the lungs) coming from vehicles in the city can get as high as 55 percent.[100]
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The smog season lasts from approximately May to October.[101] While other large cities rely on rain to clear smog, Los Angeles gets only 15 inches (380 mm) of rain each year: pollution accumulates over many consecutive days. Issues of air quality in Los Angeles and other major cities led to the passage of early national environmental legislation, including the Clean Air Act. When the act was passed, California was unable to create a State Implementation Plan that would enable it to meet the new air quality standards, largely because of the level of pollution in Los Angeles generated by older vehicles.[102] More recently, the state of California has led the nation in working to limit pollution by mandating low-emission vehicles. Smog is expected to continue to drop in the coming years because of aggressive steps to reduce it, which include electric and hybrid cars, improvements in mass transit, and other measures.
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The number of Stage 1 smog alerts in Los Angeles has declined from over 100 per year in the 1970s to almost zero in the new millennium.[103] Despite improvement, the 2006 and 2007 annual reports of the American Lung Association ranked the city as the most polluted in the country with short-term particle pollution and year-round particle pollution.[104] In 2008, the city was ranked the second most polluted and again had the highest year-round particulate pollution.[105] The city met its goal of providing 20 percent of the city's power from renewable sources in 2010.[106] The American Lung Association's 2013 survey ranks the metro area as having the nation's worst smog, and fourth in both short-term and year-round pollution amounts.[107]
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Los Angeles is also home to the nation's largest urban oil field. There are more than 700 active oil wells within 1,500 feet of homes, churches, schools and hospitals in the city, a situation about which the EPA has voiced serious concerns.[108]
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The 2010 United States Census[111] reported Los Angeles had a population of 3,792,621.[112] The population density was 8,092.3 people per square mile (2,913.0/km2). The age distribution was 874,525 people (23.1%) under 18, 434,478 people (11.5%) from 18 to 24, 1,209,367 people (31.9%) from 25 to 44, 877,555 people (23.1%) from 45 to 64, and 396,696 people (10.5%) who were 65 or older.[112] The median age was 34.1 years. For every 100 females, there were 99.2 males. For every 100 females age 18 and over, there were 97.6 males.[112]
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There were 1,413,995 housing units—up from 1,298,350 during 2005–2009[112]—at an average density of 2,812.8 households per square mile (1,086.0/km2), of which 503,863 (38.2%) were owner-occupied, and 814,305 (61.8%) were occupied by renters. The homeowner vacancy rate was 2.1%; the rental vacancy rate was 6.1%. 1,535,444 people (40.5% of the population) lived in owner-occupied housing units and 2,172,576 people (57.3%) lived in rental housing units.[112]
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According to the 2010 United States Census, Los Angeles had a median household income of $49,497, with 22.0% of the population living below the federal poverty line.[112]
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According to the 2010 Census, the racial makeup of Los Angeles included: 1,888,158 Whites (49.8%), 365,118 African Americans (9.6%), 28,215 Native Americans (0.7%), 426,959 Asians (11.3%), 5,577 Pacific Islanders (0.1%), 902,959 from other races (23.8%), and 175,635 (4.6%) from two or more races.[112] Hispanics or Latinos of any race were 1,838,822 persons (48.5%). Los Angeles is home to people from more than 140 countries speaking 224 different identified languages.[116] Ethnic enclaves like Chinatown, Historic Filipinotown, Koreatown, Little Armenia, Little Ethiopia, Tehrangeles, Little Tokyo, Little Bangladesh, and Thai Town provide examples of the polyglot character of Los Angeles.
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Non-Hispanic whites were 28.7% of the population in 2010,[112] compared to 86.3% in 1940.[113] The majority of the Non-Hispanic white population is living in areas along the Pacific coast as well as in neighborhoods near and on the Santa Monica Mountains from the Pacific Palisades to Los Feliz.
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Mexican ancestry make up the largest ethnic group of Hispanics at 31.9% of the city's population, followed by those of Salvadoran (6.0%) and Guatemalan (3.6%) heritage. The Hispanic population has a long established Mexican-American and Central American community and is spread well-nigh throughout the entire city of Los Angeles and its metropolitan area. It is most heavily concentrated in regions around Downtown as East Los Angeles, Northeast Los Angeles and Westlake. Furthermore, a vast majority of residents in neighborhoods in eastern South Los Angeles towards Downey are of Hispanic origin.
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The largest Asian ethnic groups are Filipinos (3.2%) and Koreans (2.9%), which have their own established ethnic enclaves−Koreatown in the Wilshire Center and Historic Filipinotown. Chinese people, which make up 1.8% of Los Angeles's population, reside mostly outside of Los Angeles city limits and rather in the San Gabriel Valley of eastern Los Angeles County, but make a sizable presence in the city, notably in Chinatown. Chinatown and Thaitown are also home to many Thais and Cambodians, which make up 0.3% and 0.1% of Los Angeles's population, respectively. The Japanese comprise 0.9% of LA's population, and have an established Little Tokyo in the city's downtown, and another significant community of Japanese Americans is in the Sawtelle district of West Los Angeles. Vietnamese make up 0.5% of Los Angeles's population. Indians make up 0.9% of the city's population.
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The Los Angeles metropolitan area is home to a large population of Armenians, Assyrians, and Iranians, many of whom live in enclaves like Little Armenia and Tehrangeles.
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African Americans have been the predominant ethnic group in South Los Angeles, which has emerged as the largest African American community in the western United States since the 1960s. The neighborhoods of South Los Angeles with highest concentration of African Americans include Crenshaw, Baldwin Hills, Leimert Park, Hyde Park, Gramercy Park, Manchester Square and Watts.[117] Apart from South Los Angeles, neighborhoods in the Central region of Los Angeles, as Mid-City and Mid-Wilshire have a moderate concentration of African Americans as well.
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According to a 2014 study by the Pew Research Center, Christianity is the most prevalently practiced religion in Los Angeles (65%).[118][119] Perhaps owing to the fact of its founding by Franciscan friars of Roman Catholicism, the Roman Catholic Archbishop of Los Angeles leads the largest archdiocese in the country.[120] Cardinal Roger Mahony oversaw construction of the Cathedral of Our Lady of the Angels, which opened in September 2002 in Downtown Los Angeles.[121] Construction of the cathedral marked a coming of age of the city's Catholic, heavily Latino community. There are numerous Catholic churches and parishes throughout Los Angeles.
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In 2011, the once common, but ultimately lapsed, custom of conducting a procession and Mass in honor of Nuestra Señora de los Ángeles, in commemoration of the founding of the City of Los Angeles in 1781, was revived by the Queen of Angels Foundation and its founder Mark Albert, with the support and approbation of the Archdiocese of Los Angeles as well as several civic leaders.[122] The recently revived custom is a continuation of the original processions and Masses that commenced on the first anniversary of the founding of Los Angeles in 1782 and continued for nearly a century thereafter.
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With 621,000 Jews in the metropolitan area (490,000 in city proper), the region has the second-largest population of Jews in the United States.[123] Many of Los Angeles's Jews now live on the Westside and in the San Fernando Valley, though Boyle Heights once had a large Jewish population prior to World War II due to restrictive housing covenants. Major Orthodox Jewish neighborhoods include Hancock Park, Pico-Robertson, and Valley Village, while Jewish Israelis are well represented in the Encino and Tarzana neighborhoods, and Persian Jews in Beverly Hills. Many varieties of Judaism are represented in the greater Los Angeles area, including Reform, Conservative, Orthodox, and Reconstructionist. The Breed Street Shul in East Los Angeles, built in 1923, was the largest synagogue west of Chicago in its early decades; it is no longer in daily use as a synagogue and is being converted to a museum and community center.[124][125] The Kabbalah Centre also has a presence in the city.[126]
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The International Church of the Foursquare Gospel was founded in Los Angeles by Aimee Semple McPherson in 1923 and remains headquartered there to this day. For many years, the church convened at Angelus Temple, which, when built, was one of the largest churches in the country.[127]
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Los Angeles has had a rich and influential Protestant tradition. The first Protestant service in Los Angeles was a Methodist meeting held in a private home in 1850 and the oldest Protestant church still operating, First Congregational Church, was founded in 1867.[128] In the early 1900s the Bible Institute Of Los Angeles published the founding documents of the Christian Fundamentalist movement and the Azusa Street Revival launched Pentecostalism.[128] The Metropolitan Community Church also had its origins in the Los Angeles area.[129] Important churches in the city include First Presbyterian Church of Hollywood, Bel Air Presbyterian Church, First African Methodist Episcopal Church of Los Angeles, West Angeles Church of God in Christ, Second Baptist Church, Crenshaw Christian Center, McCarty Memorial Christian Church, and First Congregational Church.
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The Los Angeles California Temple, the second-largest temple operated by The Church of Jesus Christ of Latter-day Saints, is on Santa Monica Boulevard in the Westwood neighborhood of Los Angeles. Dedicated in 1956, it was the first temple of The Church of Jesus Christ of Latter-day Saints built in California and it was the largest in the world when completed.[130]
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The Hollywood region of Los Angeles also has several significant headquarters, churches, and the Celebrity Center of Scientology.[131][citation needed]
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Because of Los Angeles's large multi-ethnic population, a wide variety of faiths are practiced, including Buddhism, Hinduism, Islam, Zoroastrianism, Sikhism, Bahá'í, various Eastern Orthodox churches, Sufism, Shintoism, Taoism, Confucianism, Chinese folk religion and countless others. Immigrants from Asia for example, have formed a number of significant Buddhist congregations making the city home to the greatest variety of Buddhists in the world. The first Buddhist joss house was founded in the city in 1875.[128] Atheism and other secular beliefs are also common, as the city is the largest in the Western U.S. Unchurched Belt.
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The economy of Los Angeles is driven by international trade, entertainment (television, motion pictures, video games, music recording, and production), aerospace, technology, petroleum, fashion, apparel, and tourism.[citation needed] Other significant industries include finance, telecommunications, law, healthcare, and transportation. In the 2017 Global Financial Centres Index, Los Angeles was ranked as having the 19th most competitive financial center in the world, and sixth most competitive in United States (after New York City, San Francisco, Chicago, Boston, and Washington, D.C.).[132]
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One of the five major film studios, Paramount Pictures, is within the city limits,[133] its location being part of the so-called "Thirty-Mile Zone" of entertainment headquarters in Southern California.
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Los Angeles is the largest manufacturing center in the United States.[134] The contiguous ports of Los Angeles and Long Beach together comprise the busiest port in the United States by some measures and the fifth-busiest port in the world, vital to trade within the Pacific Rim.[134]
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The Los Angeles metropolitan area has a gross metropolitan product of $1.0 trillion (as of 2017[update]),[24] making it the third-largest economic metropolitan area in the world, after Tokyo and New York.[24] Los Angeles has been classified an "alpha world city" according to a 2012 study by a group at Loughborough University.[135]
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The Department of Cannabis Regulation enforces cannabis legislation after the legalization of the sale and distribution of cannabis in 2016.[136] As of October 2019[update], more than 300 existing cannabis businesses (both retailers and their suppliers) have been granted approval to operate in what is considered the nation's largest market.[137][138]
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As of 2018[update], Los Angeles is home to three Fortune 500 companies: AECOM, CBRE Group, and Reliance Steel & Aluminum Co.[139]
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Los Angeles is often billed as the "Creative Capital of the World", because one in every six of its residents works in a creative industry[141] and there are more artists, writers, filmmakers, actors, dancers and musicians living and working in Los Angeles than any other city at any other time in history.[142]
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The city's Hollywood neighborhood has become recognized as the center of the motion picture industry and the Los Angeles area is also associated as being the center of the television industry. The city is home to the major film studios as well as major record labels. Los Angeles plays host to the annual Academy Awards, the Primetime Emmy Awards, the Grammy Awards as well as many other entertainment industry awards shows. Los Angeles is the site of the USC School of Cinematic Arts, the oldest film school in the United States.[143]
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The performing arts play a major role in Los Angeles's cultural identity. According to the USC Stevens Institute for Innovation, "there are more than 1,100 annual theatrical productions and 21 openings every week."[142] The Los Angeles Music Center is "one of the three largest performing arts centers in the nation", with more than 1.3 million visitors per year.[144] The Walt Disney Concert Hall, centerpiece of the Music Center, is home to the prestigious Los Angeles Philharmonic. Notable organizations such as Center Theatre Group, the Los Angeles Master Chorale, and the Los Angeles Opera are also resident companies of the Music Center. Talent is locally cultivated at premier institutions such as the Colburn School and the USC Thornton School of Music.
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There are 841 museums and art galleries in Los Angeles County,[145] more museums per capita than any other city in the U.S.[145] Some of the notable museums are the Los Angeles County Museum of Art (the largest art museum in the Western United States[146]), the Getty Center (part of the J. Paul Getty Trust, the world's wealthiest art institution[147]), the Petersen Automotive Museum, the Huntington Library, the Natural History Museum, the Battleship Iowa, and the Museum of Contemporary Art. A significant number of art galleries are on Gallery Row, and tens of thousands attend the monthly Downtown Art Walk there.[148]
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The city of Los Angeles and its metropolitan area are the home of eleven top level professional sports teams, several of which play in neighboring communities but use Los Angeles in their name. These teams include the Los Angeles Dodgers and Los Angeles Angels of Major League Baseball (MLB), the Los Angeles Rams and Los Angeles Chargers of the National Football League (NFL), the Los Angeles Lakers and Los Angeles Clippers of the National Basketball Association (NBA), the Los Angeles Kings and Anaheim Ducks of the National Hockey League (NHL), the Los Angeles Galaxy and Los Angeles Football Club of Major League Soccer (MLS), and the Los Angeles Sparks of the Women's National Basketball Association (WNBA).
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Other notable sports teams include the UCLA Bruins and the USC Trojans in the National Collegiate Athletic Association (NCAA), both of which are Division I teams in the Pac-12 Conference.
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Los Angeles is the second-largest city in the United States but hosted no NFL team between 1995 and 2015. At one time, the Los Angeles area hosted two NFL teams: the Rams and the Raiders. Both left the city in 1995, with the Rams moving to St. Louis, and the Raiders moving back to their original home of Oakland. After 21 seasons in St. Louis, on January 12, 2016, the NFL announced the Rams would be moving back to Los Angeles for the 2016 NFL season. SoFi Stadium in Inglewood, California is under construction and will be completed by the 2020 season.[149][150][151] Prior to 1995, the Rams played their home games in the Los Angeles Memorial Coliseum from 1946 to 1979 and the Raiders played their home games at the Los Angeles Memorial Coliseum from 1982 to 1994. The San Diego Chargers announced on January 12, 2017 they would relocate to Los Angeles and become the Los Angeles Chargers beginning in the 2017 NFL season and played at Dignity Health Sports Park in Carson, California for three seasons prior to the completion of SoFi Stadium.
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Los Angeles has twice hosted the Summer Olympic Games: in 1932 and in 1984, and will host the games for a third time in 2028.[152] Los Angeles will be the third city after London (1908, 1948 and 2012) and Paris (1900, 1924 and 2024) to host the Olympic Games three times. When the tenth Olympic Games were hosted in 1932, the former 10th Street was renamed Olympic Blvd. Super Bowls I and VII were also held in the city, as well as multiple FIFA World Cup games at the Rose Bowl in 1994, including the final. Los Angeles also hosted the Deaflympics in 1985[153] and Special Olympics World Summer Games in 2015.[154]
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Los Angeles boasts a number of sports venues, including Dodger Stadium, the Los Angeles Memorial Coliseum, Banc of California Stadium and the Staples Center. The Forum, SoFi Stadium, Dignity Health Sports Park, and the Rose Bowl are also in adjacent cities. The Los Angeles Wildcats (XFL) are tenants of Dignity Health Sports Park[155]
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Los Angeles is one of six North American cities to have won championships in all five of its major leagues (MLB, NFL, NHL, NBA and MLS), having completed the feat with the Kings' 2012 Stanley Cup title.
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Los Angeles is a charter city as opposed to a general law city. The current charter was adopted on June 8, 1999, and has been amended many times.[156] The elected government consists of the Los Angeles City Council and the mayor of Los Angeles, which operate under a mayor–council government, as well as the city attorney (not to be confused with the district attorney, a county office) and controller. The mayor is Eric Garcetti. There are 15 city council districts.
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The city has many departments and appointed officers, including the Los Angeles Police Department (LAPD), the Los Angeles Board of Police Commissioners, the Los Angeles Fire Department (LAFD), the Housing Authority of the City of Los Angeles (HACLA), the Los Angeles Department of Transportation (LADOT), and the Los Angeles Public Library (LAPL).
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The charter of the City of Los Angeles ratified by voters in 1999 created a system of advisory neighborhood councils that would represent the diversity of stakeholders, defined as those who live, work or own property in the neighborhood. The neighborhood councils are relatively autonomous and spontaneous in that they identify their own boundaries, establish their own bylaws, and elect their own officers. There are about 90 neighborhood councils.
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Residents of Los Angeles elect supervisors for the 1st, 2nd, 3rd, and 4th supervisorial districts.
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In the California State Assembly, Los Angeles is split between fourteen districts.[157] In the California State Senate, the city is split between eight districts.[158] In the United States House of Representatives, it is split among ten congressional districts.[159]
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In 1992, the city of Los Angeles recorded 1,092 murders.[160] Los Angeles experienced a significant decline in crime in the 1990s and late 2000s and reached a 50-year low in 2009 with 314 homicides.[161][162] This is a rate of 7.85 per 100,000 population—a major decrease from 1980 when a homicide rate of 34.2 per 100,000 was reported.[163][164] This included 15 officer-involved shootings. One shooting led to the death of a SWAT team member, Randal Simmons, the first in LAPD's history.[165] Los Angeles in the year of 2013 totaled 251 murders, a decrease of 16 percent from the previous year. Police speculate the drop resulted from a number of factors, including young people spending more time online.[166]
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In 2015, it was revealed that the LAPD had been under-reporting crime for eight years, making the crime rate in the city appear much lower than it really is.[167][168]
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The Dragna crime family and the Cohen crime family dominated organized crime in the city during the Prohibition era[169] and reached its peak during the 1940s and 1950s with the battle of Sunset Strip as part of the American Mafia, but has gradually declined since then with the rise of various black and Hispanic gangs in the late 1960s and early 1970s.[169]
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According to the Los Angeles Police Department, the city is home to 45,000 gang members, organized into 450 gangs.[170] Among them are the Crips and Bloods, which are both African American street gangs that originated in the South Los Angeles region. Latino street gangs such as the Sureños, a Mexican American street gang, and Mara Salvatrucha, which has mainly members of Salvadoran descent, all originated in Los Angeles. This has led to the city being referred to as the "Gang Capital of America".[171]
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There are three public universities within the city limits: California State University, Los Angeles (CSULA), California State University, Northridge (CSUN) and University of California, Los Angeles (UCLA).
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Private colleges in the city include:
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The community college system consists of nine campuses governed by the trustees of the Los Angeles Community College District:
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There are numerous additional colleges and universities outside the city limits in the Greater Los Angeles area, including the Claremont Colleges consortium, which includes the most selective liberal arts colleges in the U.S., and the California Institute of Technology (Caltech), one of the top STEM-focused research institutions in the world.
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Los Angeles Unified School District serves almost all of the city of Los Angeles, as well as several surrounding communities, with a student population around 800,000.[172] After Proposition 13 was approved in 1978, urban school districts had considerable trouble with funding. LAUSD has become known for its underfunded, overcrowded and poorly maintained campuses, although its 162 Magnet schools help compete with local private schools.
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Several small sections of Los Angeles are in the Las Virgenes Unified School District. The Los Angeles County Office of Education operates the Los Angeles County High School for the Arts. The Los Angeles Public Library system operates 72 public libraries in the city.[173] Enclaves of unincorporated areas are served by branches of the County of Los Angeles Public Library, many of which are within walking distance to residents.
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The Los Angeles metro area is the second-largest broadcast designated market area in the U.S. (after New York) with 5,431,140 homes (4.956% of the U.S.), which is served by a wide variety of local AM and FM radio and television stations. Los Angeles and New York City are the only two media markets to have seven VHF allocations assigned to them.[174]
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As part of the region's aforementioned creative industry, the Big Four major broadcast television networks, ABC, CBS, FOX, and NBC, all have production facilities and offices throughout various areas of Los Angeles. All four major broadcast television networks, plus major Spanish-language networks Telemundo and Univision, also own and operate stations that both serve the Los Angeles market and serve as each network's West Coast flagship station: ABC's KABC-TV (Channel 7), CBS's KCBS-TV (Channel 2), Fox's KTTV-TV (Channel 11), NBC's KNBC-TV (Channel 4), MyNetworkTV's KCOP-TV (Channel 13), Telemundo's KVEA-TV (Channel 52), and Univision's KMEX-TV (Channel 34). The region also has three PBS stations, as well as KCET (Channel 28), the nation's largest independent public television station. KTBN (Channel 40) is the flagship station of the religious Trinity Broadcasting Network, based out of Santa Ana. A variety of independent television stations, such as KCAL-TV (Channel 9) and KTLA-TV (Channel 5), also operate in the area.
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The major daily English-language newspaper in the area is the Los Angeles Times. La Opinión is the city's major daily Spanish-language paper. The Korea Times is the city's major daily Korean language paper while The World Journal is the city and county's major Chinese newspaper. The Los Angeles Sentinel is the city's major African-American weekly paper, boasting the largest African-American readership in the Western United States. Investor's Business Daily is distributed from its LA corporate offices, which are headquartered in Playa del Rey.
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There are also a number of smaller regional newspapers, alternative weeklies and magazines, including the Los Angeles Register, Los Angeles Community News, (which focuses on coverage of the greater Los Angeles area), Los Angeles Daily News (which focuses coverage on the San Fernando Valley), LA Weekly, L.A. Record (which focuses coverage on the music scene in the Greater Los Angeles Area), Los Angeles Magazine, the Los Angeles Business Journal, the Los Angeles Daily Journal (legal industry paper), The Hollywood Reporter, Variety (both entertainment industry papers), and Los Angeles Downtown News. In addition to the major papers, numerous local periodicals serve immigrant communities in their native languages, including Armenian, English, Korean, Persian, Russian, Chinese, Japanese, Hebrew, and Arabic. Many cities adjacent to Los Angeles also have their own daily newspapers whose coverage and availability overlaps into certain Los Angeles neighborhoods. Examples include The Daily Breeze (serving the South Bay), and The Long Beach Press-Telegram.
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Los Angeles arts, culture and nightlife news is also covered by a number of local and national online guides like Time Out Los Angeles, Thrillist, Kristin's List, DailyCandy, Diversity News Magazine, LAist, and Flavorpill.[175]
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The city and the rest of the Los Angeles metropolitan area are served by an extensive network of freeways and highways. The Texas Transportation Institute, which publishes an annual Urban Mobility Report, ranked Los Angeles road traffic as the most congested in the United States in 2005 as measured by annual delay per traveler.[176] The average traveler in Los Angeles experienced 72 hours of traffic delay per year according to the study. Los Angeles was followed by San Francisco/Oakland, Washington, D.C. and Atlanta, (each with 60 hours of delay).[177] Despite the congestion in the city, the mean travel time for commuters in Los Angeles is shorter than other major cities, including New York City, Philadelphia and Chicago. Los Angeles's mean travel time for work commutes in 2006 was 29.2 minutes, similar to those of San Francisco and Washington, D.C.[178]
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Among the major highways that connect LA to the rest of the nation include Interstate 5, which runs south through San Diego to Tijuana in Mexico and north through Sacramento, Portland, and Seattle to the Canada–US border; Interstate 10, the southernmost east–west, coast-to-coast Interstate Highway in the United States, going to Jacksonville, Florida; and U.S. Route 101, which heads to the California Central Coast, San Francisco, the Redwood Empire, and the Oregon and Washington coasts.
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The LA County Metropolitan Transportation Authority (LA County Metro) and other agencies operate an extensive system of bus lines, as well as subway and light rail lines across Los Angeles County, with a combined monthly ridership (measured in individual boardings) of 38.8 million as of September 2011[update]. The majority of this (30.5 million) is taken up by the city's bus system,[179] the second busiest in the country. The subway and light rail combined average the remaining roughly 8.2 million boardings per month.[179] LA County Metro recorded over 397 million boardings for the 2017 calendar year, including about 285 million bus riders and about 113 million riding on rail transit.[180] For the first quarter of 2018, there were just under 95 million system-wide boardings, down from about 98 million in 2017, and about 105 million in 2016.[181] In 2005, 10.2% of Los Angeles commuters rode some form of public transportation.[182] According to the 2016 American Community Survey, 9.2% of working Los Angeles (city) residents made the journey to work via public transportation.[183]
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The city's subway system is the ninth busiest in the United States and its light rail system is the country's busiest.[184] The rail system includes the B and D subway lines, as well as the A, C, E, and L light rail lines. In 2016, the E Line was extended to the Pacific Ocean at Santa Monica. The Metro G and J lines are bus rapid transit lines with stops and frequency similar to those of light rail. As of 2018[update], the total number of light rail stations is 93. The city is also central to the commuter rail system Metrolink, which links Los Angeles to all neighboring counties as well as many suburbs.
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Besides the rail service provided by Metrolink and the Los Angeles County Metropolitan Transportation Authority, Los Angeles is served by inter-city passenger trains from Amtrak. The main rail station in the city is Union Station just north of Downtown.
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In addition, the city directly contracts for local and commuter bus service through the Los Angeles Department of Transportation, or LADOT.
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The main international and domestic airport serving Los Angeles is Los Angeles International Airport (IATA: LAX, ICAO: KLAX), commonly referred to by its airport code, LAX.
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Other major nearby commercial airports include:
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One of the world's busiest general-aviation airports is also in Los Angeles, Van Nuys Airport (IATA: VNY, ICAO: KVNY).[185]
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The Port of Los Angeles is in San Pedro Bay in the San Pedro neighborhood, approximately 20 miles (32 km) south of Downtown. Also called Los Angeles Harbor and WORLDPORT LA, the port complex occupies 7,500 acres (30 km2) of land and water along 43 miles (69 km) of waterfront. It adjoins the separate Port of Long Beach.
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The sea ports of the Port of Los Angeles and Port of Long Beach together make up the Los Angeles/Long Beach Harbor.[186][187] Together, both ports are the fifth busiest container port in the world, with a trade volume of over 14.2 million TEU's in 2008.[188] Singly, the Port of Los Angeles is the busiest container port in the United States and the largest cruise ship center on the West Coast of the United States – The Port of Los Angeles's World Cruise Center served about 590,000 passengers in 2014.[189]
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There are also smaller, non-industrial harbors along Los Angeles's coastline. The port includes four bridges: the Vincent Thomas Bridge, Henry Ford Bridge, Gerald Desmond Bridge, and Commodore Schuyler F. Heim Bridge. Passenger ferry service from San Pedro to the city of Avalon on Santa Catalina Island is provided by Catalina Express.
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As of January 2020, there are 41,290 homeless people in the City of Los Angeles, comprising roughly 62% of the homeless population of LA County.[190] This is an increase of 14.2% over the previous year (with a 12.7% increase in the overall homeless population of LA County).[191][192] The epicenter of homelessness in Los Angeles is the Skid Row neighborhood, which contains 8,000 homeless people, one of the largest stable populations of homeless people in the United States.[193][194] The increased homeless population in Los Angeles has been attributed largely to lack of housing affordability.[195] Almost 60 percent of the 82,955 people that became newly homeless in 2019 said their homelessness was because of economic hardship.[191] In Los Angeles, black people are roughly four times more likely to experience homelessness, which has been partially attributed to systemic racism.[191][196]
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As home to Hollywood and its entertainment industry, numerous singers, actors, celebrities and other entertainers live in various districts of Los Angeles.
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Los Angeles has 25 sister cities,[197] listed chronologically by year joined:
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In addition, Los Angeles has the following "friendship cities":
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Lost is an American drama television series that originally aired on ABC from September 22, 2004, to May 23, 2010, over six seasons, comprising a total of 121 episodes. The show contains elements of supernatural and science fiction, and follows the survivors of a commercial jet airliner flying between Sydney and Los Angeles, after the plane crashes on a mysterious island somewhere in the South Pacific Ocean. The story is told in a heavily serialized manner. Episodes typically feature a primary storyline set on the island, augmented by flashback or flashforward sequences which provide additional insight into the involved characters.
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Lost was created by Jeffrey Lieber, J. J. Abrams and Damon Lindelof, who share story writing credits for the pilot episode, which Abrams directed. Throughout the show's run, Lindelof and Carlton Cuse served as showrunners and head writers, working together with many other executive producers and writers. Due to its large ensemble cast and the cost of filming primarily on location in Oahu, Hawaii, the series was one of the most expensive on television, with the pilot alone costing over $14 million.[1] The fictional universe and mythology of Lost are expanded upon by a number of related media, most importantly, a series of short mini-episodes called Missing Pieces, and a 12-minute epilogue titled "The New Man in Charge".
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Lost has regularly been ranked by critics as one of the greatest television series of all time.[2][3][4] The first season had an estimated average of 16 million viewers per episode on ABC.[5] During its sixth and final season, the show averaged over 11 million U.S. viewers per episode. Lost was the recipient of hundreds of industry award nominations throughout its run and won numerous of these awards, including the Emmy Award for Outstanding Drama Series in 2005,[6] Best American Import at the British Academy Television Awards in 2005, the Golden Globe Award for Best Drama in 2006, and a Screen Actors Guild Award for Outstanding Ensemble in a Drama Series. Users of IMDbPro gave Lost the highest average ranking for any television series during the first ten years (2002–2012) of the website's operation.[7]
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Season 1 begins with the aftermath of a plane crash, which leaves the surviving passengers of Oceanic Airlines Flight 815 on what seems to be an uninhabited tropical island. Jack Shephard, a spinal surgeon, becomes their leader. Their survival is threatened by a number of mysterious entities, including polar bears, an unseen creature that roams the jungle (the "Smoke Monster"), and the island's malevolent inhabitants known as "The Others". They encounter a French woman named Danielle Rousseau, who was shipwrecked on the island 16 years before the main story and is desperate for news of her daughter, Alex. They also find a mysterious metal hatch buried in the ground. While two survivors, Locke and Boone, try to force the hatch open, four others, Michael, Jin, Walt, and Sawyer attempt to leave on a raft that they have built. Meanwhile, flashbacks center on details of the individual survivors' lives prior to the plane crash.
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Season 2 follows the growing conflict between the survivors and the Others and continues the theme of the clash between faith and science, while resolving old mysteries and posing new ones. The four survivors in the raft are ambushed by the Others, and they take Walt, Michael's son. The survivors are forced to return to the island, where they find the tail-section survivors (the "Tailies"). A power struggle between Jack and John Locke over control of the guns and medicine located in the hatch develops, resolved in "The Long Con" by Sawyer when he gains control of them. The hatch is revealed to be a research station built some thirty years earlier by the Dharma Initiative, a scientific research project that involved conducting experiments on the island. A man named Desmond Hume had been living in the hatch for three years, activating a computer program every 108 minutes to prevent an unknown catastrophic event from occurring. To recover his son, Michael betrays the survivors, and Jack, Sawyer, and Kate are captured. Michael is given a boat and leaves the island with his son, while John destroys the computer in the hatch, whereupon an electromagnetic event shakes the island. This causes the island to be detected by scientists working for Penelope Widmore, and it is revealed that it was a similar event that caused the breakup of the plane.
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In Season 3, the crash survivors learn more about the Others and their long history on the mysterious island, along with the fate of the Dharma Initiative. The leader of the Others, Benjamin Linus, is introduced as well and defections from both sides pave the way for conflict between the two. Time travel elements also begin to appear in the series, as Desmond is forced to turn the fail-safe key in the hatch to stop the electromagnetic event, and this sends his mind eight years to the past. When he returns to the present, he is able to see the future. Kate and Sawyer escape the Others, while Jack stays after Ben promises that Jack will be able to leave the island in a submarine if he operates on Ben, who has cancer. Jack does, but the submarine is destroyed by John. Jack is left behind with Juliet, an Other, who also seeks to leave the island, while John joins the Others. A helicopter carrying Naomi crashes near the island. Naomi says her freighter, Kahana, is near and was sent by Penelope Widmore, Desmond's ex-girlfriend. Desmond has a vision in which Charlie will drown after shutting down a signal that prevents communication with the exterior world. His vision comes true, but Charlie speaks with Penelope, who says she does not know any Naomi. Before drowning, Charlie writes on his hand "Not Penny's Boat" so Desmond can read it. Meanwhile, the survivors make contact with a rescue team aboard the freighter. In the season's finale, apparent flashbacks show a depressed Jack going to an unknown person's funeral. In the final scene, these are revealed to be "flash forwards", and Kate and Jack are revealed to have escaped the island. Jack, however, is desperate to go back.
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Season 4 focuses on the survivors dealing with the arrival of people from the freighter, who have been sent to the island to reclaim it from Benjamin. "Flash forwards" continue, in which it is seen how six survivors, dubbed the "Oceanic Six", live their lives after escaping the island. The "Oceanic Six" are Jack, Kate, Hurley, Sayid, Sun, and Aaron. In the present, four members of the freighter arrive and team up with the survivors to escape the island, since the people of the freighter have orders to kill everyone who stays.
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+
Meanwhile, Ben travels with John to see Jacob, the island's leader. John enters his house but finds Jack's dead father, Christian, who says he can speak on Jacob's behalf, and orders John to "move" the island. Ben takes John to an underground station in which time travel was researched. John becomes the new leader of the Others, while Ben moves the island by turning a giant frozen wheel, after which he is transported to the Sahara. The six survivors escape in a helicopter as they watch the island disappear and are subsequently rescued by Penelope.
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In the season finale, it is revealed that the funeral Jack went to in the "flash forwards" was that of John Locke, who had been seeking out the Oceanic Six in his efforts to convince them to return to the island.
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+
Season 5 follows two timelines. The first timeline takes place on the island where the survivors who were left behind erratically jump forward and backward through time. In one of these time periods, John speaks with Richard Alpert, one of the Others, who says that to save the island, he must bring everyone back. John goes to the same underground station Ben went to. After moving the wheel himself, John is transported to the Sahara in 2007, as the time shifts on the island stop and the survivors are stranded with the Dharma Initiative in 1974. In 2007, John contacts the Oceanic Six, but no one wants to return. The last one of the Oceanic Six he finds is a depressed Jack. John tells Jack his father is alive on the island. This seriously affects Jack, and he begins taking flights, hoping to crash on the island again. Ben finds John and kills him. After John's death, the Oceanic Six are told to board the Ajira Airways Flight 316 to return to the island and in order to go back, they have to take John Locke's body in the plane. They take the flight, but some land in 1977, where they meet with the other survivors who are now part of the Dharma Initiative, and others land in 2007. The survivors in 1977 are told by Daniel Faraday that if they detonate a nuclear bomb at the hatch's construction site, the electromagnetic energy below it will be negated, and, thus, the hatch would never be built and, thus, their future could be changed. In 2007, John Locke apparently comes back to life. He instructs Richard Alpert to speak with a time-traveling John and tell him that he must bring everyone back to the island. After this, he goes to speak with Jacob. The season finale reveals that John Locke is still dead and another entity has taken over his form just to make Ben kill Jacob. In 1977, Juliet detonates the fission core taken from the hydrogen bomb.
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Season 6, the final season, follows two timelines. In the first timeline, the survivors are sent to the present day, as the death of Jacob allows for his brother, the Man in Black, the human alter-ego of the Smoke Monster, to take over the island. Having assumed the form of John Locke, the Smoke Monster seeks to escape the island and forces a final war between the forces of good and evil.
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+
The second timeline, called the "flash-sideways" narrative, follows the lives of the main characters in a setting where Oceanic 815 never crashed, though additional changes are revealed as other characters are shown living completely different lives than they did. In the final episodes, a flashback to the distant past shows the origins of the island's power and of the conflict between Jacob and the Man in Black, who are revealed to be twin brothers, with Jacob desperate to keep his brother from leaving the island after he is transmogrified by the power of the island and becomes the Smoke Monster.
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In this season, Jacob's machinations are revealed: everyone was pushed by fate and his manipulation to be on the Oceanic flight as many of the members of the flight were deemed "candidates" by Jacob to be the new protector of the island after his passing. The Man in Black's mission since the beginning of the series: kill all of the candidates, thereby allowing him to leave the island once and for all. The ghost of Jacob appears to the last-of-the-surviving candidates, and Jack is appointed as the new protector. Jack catches up with The Man In Black, who says that he wants to go to the "heart of the island" to turn it off and, therefore, finally leave the island. They reach the place, but after doing this, The Man In Black becomes mortal. The Man In Black is killed by Kate, but Jack is seriously injured. Hurley, one of the survivors, becomes the new caretaker of the island. Several of the survivors die in the conflict or stay on the island, and the remaining escape in the Ajira Plane once and for all. Jack returns to the "heart of the island" and turns it on again, saving it. Hurley, as the new protector, asks Ben to help him in his new job, which he agrees to do. After having saved the island, Jack dies peacefully in the same place in which he woke up when he arrived on the island.
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The series finale reveals that the flash-sideways timeline is actually a form of limbo in the afterlife, where some of the survivors and other characters from the island are reunited after having died. In the last scene, the survivors are all reunited in a church where they "move on" together.
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Episodes of Lost include a number of mysterious elements ascribed to science fiction or supernatural phenomena. The creators of the series refer to these elements as composing the mythology of the series, and they formed the basis of fan speculation.[14] The show's mythological elements include a "Smoke Monster" that roams the island, a mysterious group of inhabitants whom the survivors called "The Others", a scientific organization called the Dharma Initiative that placed several research stations on the island, a sequence of numbers that frequently appears in the lives of the characters in the past, present, and future, and personal connections (synchronicity) between the characters of which they are often unaware.
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+
At the heart of the series is a complex and cryptic storyline, which spawned numerous questions and discussions among viewers.[15] Encouraged by Lost's writers and stars, who often interacted with fans online, viewers and TV critics alike took to widespread theorizing in an attempt to unravel the mysteries. Theories mainly concerned the nature of the island, the origins of the "Monster" and the "Others", the meaning of the numbers, and the reasons for both the crash and the survival of some passengers.[15] Several of the more common fan theories were discussed and rejected by the show's creators, the most common being that the survivors of Oceanic flight 815 are dead and in purgatory. Lindelof rejected speculation that spaceships or aliens influenced the events on the island or that everything seen was a fictional reality taking place in someone's mind. Carlton Cuse dismissed the theory that the island was a reality TV show and the castaways unwitting housemates,[16] and Lindelof many times refuted the theory that the "Monster" was a nanobot cloud similar to the one featured in Michael Crichton's novel Prey (which happened to share the protagonist's name, Jack).[17]
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There are several recurring elements and motifs on Lost, which generally have no direct effect on the story itself but expand the show's literary and philosophical subtext. These elements include frequent appearances of black and white, which reflect the dualism within characters and situations; as well as rebellion in almost all characters, especially Kate;[18] dysfunctional family situations (especially ones that revolve around the fathers of many characters), as portrayed in the lives of nearly all the main characters;[19] apocalyptic references, including Desmond's pushing the button to forestall the end of the world; coincidence versus fate, revealed most apparently through the juxtaposition of the characters Locke and Mr. Eko; conflict between science and faith, embodied by the leadership tug-of-war between Jack and Locke and their stark disagreements on subjects such as the hatch, the button, and leaving the island;[20] the struggle between good and evil, shown by the relationship between Jacob and the Man in Black, several times by Locke using symbols such as his backgammon set, also the white and black rocks that the Man in Black referred to as an "inside joke"; and references to numerous works of literature, including mentions and discussions of particular novels.[21] One notable reference to a novel is John Steinbeck's Of Mice and Men, usually when Sawyer is seen reading it or referencing it. There are also many allusions in characters' names to famous historical thinkers and writers, such as Ben Linus (after chemist Linus Pauling), John Locke (after the philosopher) and his alias Jeremy Bentham (after the philosopher), Danielle Rousseau (after philosopher Jean-Jacques Rousseau), Desmond David Hume (after philosopher David Hume), Juliet's ex-husband (after philosopher Edmund Burke), Mikhail Bakunin (after the anarchist philosopher), Daniel Faraday (after physicist Michael Faraday), Eloise Hawking (after physicist Stephen Hawking), George Minkowski (after mathematician Hermann Minkowski), Richard Alpert (the birth name of spiritual teacher Ram Dass), Boone Carlyle (after pioneer Daniel Boone and philosopher Thomas Carlyle), and Charlotte Staples Lewis (after author Clive Staples (C.S.) Lewis).[22]
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Of the 324 people on board Oceanic Flight 815,[23] there are 70 initial survivors (as well as one dog) spread across the three sections of the plane crash.[24][25][26] Although a large cast made Lost more expensive to produce, the writers benefited from added flexibility in story decisions.[27] According to series executive producer Bryan Burk, "You can have more interactions between characters and create more diverse characters, more back stories, more love triangles."[27]
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Lost was planned as a multicultural show with an international cast. The initial season had 14 regular speaking roles that received star billing. Matthew Fox played the protagonist, a troubled surgeon named Jack Shephard. Evangeline Lilly portrayed fugitive Kate Austen. Jorge Garcia played Hugo "Hurley" Reyes, an unlucky lottery winner. Josh Holloway played a con man, James "Sawyer" Ford. Ian Somerhalder played Boone Carlyle, chief operating officer of his mother's wedding business. Maggie Grace played his stepsister Shannon Rutherford, a former dance teacher. Harold Perrineau portrayed construction worker and aspiring artist Michael Dawson, while Malcolm David Kelley played his young son, Walt Lloyd. Terry O'Quinn played the mysterious John Locke. Naveen Andrews portrayed former Iraqi Republican Guard Sayid Jarrah. Emilie de Ravin played a young Australian mother-to-be, Claire Littleton. Yunjin Kim played Sun-Hwa Kwon, the daughter of a powerful and incredibly wealthy Korean businessman and mobster, with Daniel Dae Kim as her husband and father's enforcer Jin-Soo Kwon. Dominic Monaghan played English ex-rock star drug addict Charlie Pace.
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During the first two seasons, some characters were written out, while new characters with new stories were added.[28][29] Boone Carlyle was written out near the end of season one,[30] and Walt became an intermittent character, making occasional appearances throughout season two after he is captured by The Others in the season one finale. Shannon's departure eight episodes into season two made way for newcomers Mr. Eko, a former Nigerian militia leader and fake Catholic priest played by Adewale Akinnuoye-Agbaje; Ana Lucia Cortez, an airport TSA guard and former LAPD police officer played by Michelle Rodriguez; and Libby Smith, a purported clinical psychologist and formerly mentally ill woman portrayed by Cynthia Watros. Ana Lucia and Libby were written out of the series toward the end of season two after being shot by Michael, who then left the island along with his son.[31]
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In season three, two actors were promoted from recurring to starring roles: Henry Ian Cusick as former Scottish soldier Desmond Hume; and Michael Emerson as the manipulative leader of the Others, Ben Linus. In addition, three new actors joined the regular cast: Elizabeth Mitchell, as fertility doctor and Other Juliet Burke; and Kiele Sanchez and Rodrigo Santoro as background survivor couple Nikki Fernandez and Paulo. Several characters died in the season: Eko was killed off when Akinnuoye-Agbaje did not wish to continue on the show,[32][33] Nikki and Paulo were buried alive mid-season after poor fan response,[34] and in the third-season finale, Charlie dies a hero.
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In season four, Harold Perrineau rejoined the main cast to reprise the role of Michael, now suicidal and on a desperate redemptive journey to atone for his previous crimes.[35] Along with Perrineau, additional new actors—Jeremy Davies as Daniel Faraday, a nervous physicist who takes a scientific interest in the island; Ken Leung as Miles Straume, a sarcastic supposed ghost whisperer; and Rebecca Mader as Charlotte Staples Lewis, a hard-headed and determined anthropologist and successful academic—joined the cast.[36] Michael was written out in the fourth-season finale.[37] Claire, who mysteriously disappears with her dead father near the end of the season, did not return as a series regular for the fifth season but returned for the sixth and final season.[38]
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In season five, no new characters joined the main cast; however, several characters exited the show: Charlotte was written out early in the season in episode five, with Daniel being written out later in the antepenultimate episode. Season six saw several cast changes: Juliet was written out in the season premiere while three previous recurring characters were upgraded to starring status.[39] These included Néstor Carbonell as mysterious, age-less Other Richard Alpert; Jeff Fahey as pilot Frank Lapidus;[40] and Zuleikha Robinson as Ajira Airways Flight 316 survivor Ilana Verdansky. Additionally, former cast members Ian Somerhalder, Dominic Monaghan, Rebecca Mader, Jeremy Davies, Elizabeth Mitchell, Maggie Grace,[41] Michelle Rodriguez,[42] Harold Perrineau, and Cynthia Watros[43] made return appearances.
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Numerous supporting characters have been given expansive and recurring appearances in the progressive storyline. Danielle Rousseau (Mira Furlan)—a French member of an earlier scientific expedition to the island, first encountered as a voice recording in the pilot episode—appears throughout the series. She is searching for her daughter, who later turns up in the form of Alex Rousseau (Tania Raymonde). Alex has been kidnapped by Ben Linus and brought to the Others where she was raised. Cindy (Kimberley Joseph), an Oceanic flight attendant who first appeared in the pilot, survived the crash and, subsequently, became one of the Others. In the second season, married couple Rose Nadler (L. Scott Caldwell) and Bernard Nadler (Sam Anderson), separated on opposite sides of the island (she with the main characters, he with the tail section survivors), were featured in a flashback episode after being reunited. The second season also introduces Dr. Pierre Chang (Francois Chau), a member of the mysterious Dharma Initiative who appears in the orientation films for its numerous stations located throughout the island. Corporate magnate Charles Widmore (Alan Dale) has connections to both Ben and Desmond. Desmond is in love with Widmore's daughter Penelope "Penny" Widmore (Sonya Walger). Eloise Hawking (Fionnula Flanagan), introduced in the third season, is Daniel Faraday's mother and also has connections with Desmond. The introduction of the Others featured Tom, a.k.a. Mr. Friendly (M. C. Gainey), and Ethan Rom (William Mapother), all of whom have been shown in both flashbacks and the ongoing story. Jack's father Christian Shephard (John Terry) has appeared in multiple flashbacks of various characters. In the third season, Naomi Dorrit (Marsha Thomason), the team leader of a group hired by Widmore to find Ben Linus, parachutes onto the island. One member of her team includes the ruthless mercenary Martin Keamy (Kevin Durand). In the finale episode "The End", recurring guest stars Sam Anderson; L. Scott Caldwell; Francois Chau; Fionnula Flanagan; Sonya Walger; and John Terry were credited under the "starring" rubric alongside the principal cast. The mysterious black smoke cloud-like entity, known as "the Monster", appeared in human form during season five and six as a middle-aged man dressed in black robes, who was played by Titus Welliver, and in season six, it appears in the form of John Locke played by O'Quinn in a dual role. His rival, Jacob, was played by Mark Pellegrino.
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Lost was produced by ABC Studios, Bad Robot Productions, and Grass Skirt Productions. Throughout its run, the executive producers of the series were Damon Lindelof, J. J. Abrams, Bryan Burk, Carlton Cuse, Jack Bender, Jeff Pinkner, Edward Kitsis, Adam Horowitz, Jean Higgins, and Elizabeth Sarnoff, with Lindelof and Cuse serving as showrunners.[39]
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The series was conceived by Lloyd Braun, head of ABC at the time, while he was on vacation in Hawaii during 2003 and thought of a cross between the movie Cast Away and the popular reality show Survivor.[44] Braun later pitched his ideas at the network's gathering of executives at the Disney's Grand Californian Hotel & Spa in Anaheim, California, describing the concept as "parts Cast Away, Survivor, and Gilligan's Island, with a Lord of the Flies element."[45] Many found the idea laughable, but senior vice president Thom Sherman saw potential and decided to order an initial script from Spelling Television. Spelling producer Ted Gold turned to writer Jeffrey Lieber, who presented a pitch to ABC in September 2003 titled Nowhere, which Sherman approved. Unhappy with the eventual script by Lieber and a subsequent rewrite, in January 2004, Braun contacted J. J. Abrams, who had developed the TV series Alias for ABC, to write a new pilot script. Lieber would later receive a story credit for the Lost pilot and, subsequently, shared the "created by" credit with Abrams and Lindelof, after a request for arbitration at the Writers Guild of America.[46] The one inviolable edict Braun made to Abrams was that the show's title must be Lost, having conceived of the title and being angry at its change to Nowhere by Lieber.[47]
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Although initially hesitant, Abrams warmed to the idea on the condition that the series would have a supernatural angle to it and if he had a writing partner.[44][48] ABC executive Heather Kadin sent him Damon Lindelof, who had long intended to meet Abrams as he wished to write for Alias.[49] Together, Abrams and Lindelof created the series' style and characters and also wrote a series bible that conceived and detailed the major mythological ideas and plot points for an ideal four-to-five-season run for the show.[50][51] The novel idea of a story arc spanning several years was inspired by Babylon 5.[52] Because ABC felt that Alias was too serialized, Lindelof and Abrams assured the network in the bible that the show would be self-contained: "We promise ... that [each episode] requires NO knowledge of the episode(s) that preceded it ... there is no 'Ultimate Mystery' which requires solving." While such statements contradicted their true plans, the ruse succeeded in persuading ABC to purchase the show.[53] The game Myst, also set in a tropical island, was noted as an influence by Lindelof, as in its narrative, "No one told you what the rules were. You just had to walk around and explore these environments and gradually a story was told."[54]
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Abrams created the sound opening of the show and its title card being inspired by The Twilight Zone.[55][56] He withdrew from production of Lost partway through the first season to direct Mission: Impossible III,[57] leaving Lindelof and new executive producer Carlton Cuse to develop much of the overall mythology of the series themselves.[58] However, Abrams briefly returned to help co-write the third-season premiere along with Lindelof. The development of the show was constrained by tight deadlines, as it had been commissioned late in the 2004 season's development cycle. Despite the short schedule, the creative team remained flexible enough to modify or create characters to fit actors they wished to cast.[59]
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Lost's two-part pilot episode was the most expensive in the network's history, reportedly costing between US$10 and $14 million,[60] compared to the average cost of an hour-long pilot in 2005 of $4 million.[61] The world premiere of the pilot episode was on July 24, 2004, at San Diego Comic-Con.[62] ABC's parent company Disney fired Braun before Lost's broadcast debut, partly because of low ratings at the network and also because he had greenlighted such an expensive and risky project.[48] The series debuted on September 22, 2004, becoming one of the biggest critical and commercial successes of the 2004 television season. Along with fellow new series Desperate Housewives and Grey's Anatomy, Lost helped to reverse the flagging fortunes of ABC,[63] and its great success likely caused the network to ignore that the show almost immediately broke Lindelof and Abrams' promises to it regarding Lost's plots.[53]
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Many of the first season roles were a result of the executive producers' liking of various actors. The main character Jack was originally going to die in the pilot, and the role was planned for Michael Keaton. However, ABC executives were adamant that Jack live.[64] Before it was decided that Jack would live, Kate was to emerge as the leader of the survivors; she was originally conceived as a middle-aged businesswoman whose husband had apparently died in the crash, a role later fulfilled by the recurring character Rose. Dominic Monaghan auditioned for the role of Sawyer, who at the time was supposed to be a slick suit-wearing city con man. The producers enjoyed Monaghan's performance and changed the character of Charlie, originally an over-the-hill former rock star, to fit him. Jorge Garcia also auditioned for Sawyer, and the part of Hurley was written for him. When Josh Holloway auditioned for Sawyer, the producers liked the edge he brought to the character (he reportedly kicked a chair when he forgot his lines and got angry in the audition) and his southern accent, so they changed Sawyer to fit Holloway's acting. Yunjin Kim auditioned for Kate, but the producers wrote the character of Sun for her and the character of Jin, portrayed by Daniel Dae Kim, to be her husband. Sayid, played by Naveen Andrews, was also not in the original script. Locke and Michael were written with their actors in mind. Emilie de Ravin, who played Claire, was originally cast in what was supposed to be a recurring role.[64] In the second season, Michael Emerson was contracted to play Ben ("Henry Gale") for three episodes. His role was extended to eight episodes because of his acting skills and eventually, for the whole of season three and later seasons.[65]
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Lost was filmed on Panavision 35 mm cameras almost entirely on the Hawaiian island of Oahu given the easily accessible, wide diversity of filming locations. The original island scenes for the pilot were filmed at Mokulē'ia Beach, near the northwest tip of the island. Later beach scenes take place in secluded spots of the famous North Shore. Cave scenes in the first season were filmed on a sound stage built at a Xerox parts warehouse, which had been empty since an employee mass shooting took place there in 1999.[66] In 2006, the sound-stage and production offices moved to the Hawaii Film Office-operated Hawaii Film Studio,[67] where the sets depicting Season 2's "Swan Station" and Season 3's "Hydra Station" interiors were built.[68]
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Various urban areas in and around Honolulu are used as stand-ins for locations around the world, including California, New York, Iowa, Miami, South Korea, Iraq, Nigeria, United Kingdom, Paris, Thailand, Berlin, Maldives, and Australia. For example, scenes set in a Sydney Airport were filmed at the Hawaii Convention Center, while a World War II-era bunker was used as both an Iraqi Republican Guard installation and a Dharma Initiative research station. Scenes set in Germany during the winter were filmed on Merchant St., with crushed ice scattered everywhere to create snow and Russian store and automobile signs on the street. Several scenes in the Season 3 finale, "Through the Looking Glass", were shot in Los Angeles, including a hospital set borrowed from Grey's Anatomy. Two scenes during season four were filmed in London because Alan Dale, who portrays Widmore, was at the time performing in the musical Spamalot and was unable to travel to Hawaii.[69] Extensive archives of filming locations are tracked at a repository at the Lost Virtual Tour.[70]
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During its six years of broadcasting, Lost developed an extensive collection of promotional tools ranging from the traditional promotions of the TV show made by the channel, to the creation of alternate reality games, such as the Lost Experience.[71] Lost showed innovation in the use of new advertising strategies in the sector and the transformation of the conventional devices used previously.
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Lost features an orchestral score performed by the Hollywood Studio Symphony Orchestra and composed by Michael Giacchino, incorporating many recurring themes for subjects, such as events, locations, and characters. Giacchino achieved some of the sounds for the score using unusual instruments, such as striking suspended pieces of the plane's fuselage.[72] On March 21, 2006, the record label Varèse Sarabande released the original television soundtrack for Lost's first season.[73] The soundtrack included select full-length versions of the most popular themes of the season and the main title, which was composed by series creator J. J. Abrams.[73] Varèse Sarabande released a soundtrack featuring music from season 2 of Lost on October 3, 2006.[74] The soundtrack for season 3 was released on May 6, 2008; the soundtrack for season 4 was released on May 11, 2009; the soundtrack for season 5 was released on May 11, 2010; and the soundtrack for the final season was released on September 14, 2010. A final soundtrack, featuring music from series finale, was released on October 11, 2010.
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The series uses pop culture songs sparingly, and has a mainly orchestral score (consisting usually of divided strings, percussion, harp, and three trombones). When it features pop songs, they often originate from a diegetic source. Examples include the various songs played on Hurley's portable CD player throughout the first season (until its batteries died in the episode "...In Translation", which featured Damien Rice's "Delicate") or the use of the record player in the second season, which included Cass Elliot's "Make Your Own Kind of Music" and Petula Clark's "Downtown" in the second and third-season premieres respectively. Two episodes show Charlie on a street corner playing guitar and singing the Oasis song "Wonderwall". In the third season's finale, Jack drives down the street listening to Nirvana's "Scentless Apprentice", right before he arrives to the Hoffs/Drawlar Funeral Parlor, and in the parallel scene in the fourth season's finale, he arrives listening to "Gouge Away" by Pixies. The third season also used Three Dog Night's "Shambala" on two occasions in the van. The only two pop songs that have ever been used without an on-screen source (i.e., non-diegetic) are Ann-Margret's "Slowly", in the episode "I Do" and "I Shall Not Walk Alone", written by Ben Harper and covered by The Blind Boys of Alabama in the episode "Confidence Man." Alternate music is used in several international broadcasts. For example, in the Japanese broadcast of Lost, the theme song used varies by season: season one uses "Here I Am" by Chemistry, season two uses "Losin'" by Yuna Ito, and season three uses "Lonely Girl" by Crystal Kay.
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Lost has been described by numerous critics as being among the greatest television series of all time.[76][77][78] Bill Carter, television reporter of The New York Times, defined Lost as "the show with perhaps the most compelling continuing story line in television history."[79] Entertainment Weekly put the show on its end-of-the-decade, "best-of" list, saying, "Name another network drama that can so wondrously turn a ? into a !"[80] In 2012, Entertainment Weekly also listed the show at #10 in the "25 Best Cult TV Shows from the Past 25 Years", with a hot-and-cold description: "Lost was initially celebrated as a moving character-driven drama with a broad humanistic worldview that also presented itself as dramatic cryptography that demanded to be solved. The appeal narrowed as seasons progressed and the mythology became more complex, culminating in a still-debated finale that was deeply meaningful to some and dissatisfying poppycock to others."[81] In 2007, TV Guide ranked Lost as the #5 cult show.[82] In 2013, TV Guide ranked it as the #5 sci-fi show[83] and the #36 best series of all time.[84] In September 2019, The Guardian ranked the show 71st on its list of the 100 best TV shows of the 21st century.[85]
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The first season received critical acclaim. USA Today said a "totally original, fabulously enjoyable lost-at-sea series, Lost had taken "an outlandish Saturday-serial setup and imbued it with real characters and honest emotions, without sacrificing any of the old-fashioned fun."[86] The Los Angeles Times praised the production values and said "it knows the buttons it wants to push (fear of flying, fear of abandonment, fear of the unknown) and pushes them, repeatedly, like a kid playing a video game."[87] IGN noted that the first season "succeeded first and foremost in character development."[88] Lost season one was ranked number one in the "Best of 2005 TV Coverage: Critic Top Ten Lists" by Matthew Gilbert of The Boston Globe, Tom Gliatto of People Weekly, Charlie McCollum of the San Jose Mercury News, and Robert Bianco of USA Today.[89]
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The second season received favorable reviews, but it was noted that the season "stumbled with some storylines going nowhere and some characters underutilized." IGN also noted the addition of Desmond Hume as a standout new character.[90] The San Francisco Chronicle called Season 2 an "extended, mostly unsatisfying foray into deeper mythology with very little payoff."[91] After winning "Best Drama Series" for season one, Lost was snubbed by the Emmy Awards in Season 2. Nearing the end of the second season, USA Today listed the most popular fan theories during Season 2—the island as a psychological experiment, that the hatch had electromagnetic properties, string theory of time, and that everyone on the island had developed a "collective consciousness" that allowed them to appear in each other's past. One fan interview by USA Today said that "Real suspense comes from answers, not questions. Suspense comes not from wondering what's going on but from wondering what happens next. If you withhold answers, it becomes impossible to satisfy."[92]
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The first block of episodes of the third season was criticized for raising too many mysteries[93] and not providing enough answers.[94] Complaints were also made about the limited screen-time for many of the main characters in the first block.[95] Locke, played by Terry O'Quinn, who had tied for the highest second-season episode count, appeared in only 13 of 23 episodes in the third season—only two more than guest star M.C. Gainey, who played Tom. Reaction to two new characters, Nikki and Paulo, was generally negative, and Lindelof even acknowledged that the couple was "universally despised" by fans.[96] The decision to split the season and the American timeslot switch after the hiatus were also criticized.[97][98] Cuse acknowledged that, "No one was happy with the six-episode run."[99] The second block of episodes was critically acclaimed, however,[100] with the crew dealing with problems from the first block.[101] More answers were written into the show,[102] and Nikki and Paulo were killed off.[103] It was also announced that the series would end three seasons after the third season,[104] which Cuse hoped would tell the audience that the writers knew where the story was going.[105]
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The fourth season opened to praise not seen since the first season. Metacritic gave season four a weighted average of 87 based on the impressions of a select twelve critical reviews,[106] earning the second highest Metascore in the 2007–2008 television season after the fifth and final season of HBO's The Wire.[107] For the first time since season one, Lost received an Emmy nomination for 'Outstanding Drama Series'. Tim Goodman of the San Francisco Chronicle said that the Season 4 episodes were "roller coasters of fast action and revelation" and that series was "back on track."[91] In a survey conducted by TVWeek of professional critics, Lost was voted the best show on television in the first half of 2008 "by a wide margin", apparently "crack[ing] the top five on nearly every critic's submission" and receiving "nothing but praise."[108] The New York Times said the show reveled in critiques of capitalism, using the fictional Mittelos Bioscience and the "malevolent British industrialist" character of Charles Widmore as examples. The critic also said that the show "in the dark business of exploring just how futile the modern search for peace, knowledge, recovery or profit really is." The critic did go on to say that series was not as "philosophically refined" as The Sopranos or The Wire but that it "has maximized the potential of narrative uncertainty and made it a beguiling constant."[109]
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The fifth season once again received mostly positive critical reception. Season 5 was given a weighted average of 78 out of 100 by Metacritic. Variety said that "The ABC series remains one of primetime's most uncompromising efforts, and this year's latest wrinkle on flashbacks, flash-forwards and island-disappearing flashes of light does nothing to alter that perception."[110] Alan Sepinwall of The Star-Ledger said that season 5 may finally be "a day of reckoning between those viewers who embrace the show's science-fiction trappings, and those who prefer not to think about them." Sepinwall also related that "I loved every minute. But I'm also a geek who read Ray Bradbury and Isaac Asimov growing up."[111] Heather Havrilesky of Salon.com criticized the use of time travel saying that "when a narrator brings magic or time travel or an act of God into the picture, then uses it without restraint, the story loses its anchor to real life." The critic also asked "Why does it matter what Locke and Richard Alpert and Daniel Faraday or anyone else does, when they all seem as clueless and unfettered from reality as we are as viewers? How can these characters have any concrete agenda or strategic approach or philosophical perspective on anything when the rug is pulled out from under them by another Act of God every few seconds?"[112] The New York Times also commented that "what has been most dispiriting about the current season is the show's willingness to abandon many of the larger and more compelling themes that grounded the elaborate plot: the struggles between faith and reason; the indictments of extreme capitalism, the futility of recovery. All that remains is the reductively limned battle between fate and free will largely playing out, now, in Jack Shephard's belief that returning to the island is his Destiny."[113] The A.V. Club said of the fifth-season finale, "Me? I found the ending frustrating, but in a good way. This finale was entertaining as all get-out to me, and despite the occasional groaner moment, I think this may be Lost's most purposeful, surprising finale."[114]
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Season six opened to much hype and curiosity. The A.V. Club asked, "I'm guessing that one of the biggest fears of Lost fans as we ride out this sixth and final season—bumps and all—is that we're going to come to the end and find a big nothing in return for all we've invested in these characters. We don't just need answers, we need justifications. Why has whatever happened, happened? Who has called this particular meeting to order, and does it really matter who showed up?"[115] The episodes "Dr. Linus", "Ab Aeterno", "Happily Ever After", and "The Candidate" opened to highly positive critical reception while the third-to-last episode "Across the Sea" was the episode with the most negative reception.[116] The time spent at the Others' temple was criticized.[117] E! Online described the show as "lightning in a bottle" and picked it as "Top TV Drama of 2010."[118]
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The series finale opened to highly polarized critical and fan reception. According to the web site Metacritic, "The End" received "generally favorable reviews" with a Metascore—a weighted average based on the impressions of 31 critical reviews—of 74 out of 100.[116] IGN reviewer Chris Carbot gave the finale a 10/10, tying it with the initial review of "Pilot, Part 1", "Through the Looking Glass", "The Constant", and "There's No Place Like Home, Parts 2 & 3" as the best-reviewed episode of Lost. He described it as "one of the most enthralling, entertaining and satisfying conclusions I could have hoped for." Carbot also noted that the discussions about the episode may never end, saying "Lost may be gone, but it will hardly be forgotten."[119] Eric Deggans of the St. Petersburg Times also gave the finale a perfect score, stating "Sunday's show was an emotional, funny, expertly measured reminder of what Lost has really centered on since its first moments on the prime time TV landscape: faith, hope, romance and the power of redemption through belief in the best of what moves mankind."[120] Robert Bianco of USA Today rated the episode perfect as well, deeming the finale "can stand with the best any series has produced."[121] Hal Boedeker of Orlando Sentinel cited the finale being "a stunner."[122]
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The Guardian and The Daily Telegraph both reported that "The End" had received negative reviews and disappointed its viewers. Alan Sepinwall of Star-Ledger was less enthusiastic of the finale, stating "I'm still wrestling with my feelings about 'The End'... I thought most of it worked like gangbusters. ... But as someone who did spend at least part of the last six years dwelling on the questions that were unanswered—be they little things like the outrigger shootout or why The Others left Dharma in charge of the Swan station after the purge, or bigger ones like Walt—I can't say I found 'The End' wholly satisfying, either as closure for this season or the series. ... There are narrative dead ends in every season of 'Lost,' but it felt like season six had more than usual."[123] Mike Hale of The New York Times gave "The End" a mixed review, as the episode showed that the series was "shaky on the big picture—on organizing the welter of mythic-religious-philosophical material it insisted on incorporating into its plot—but highly skilled at the small one, the moment to moment business of telling an exciting story. Rendered insignificant ... were the particulars of what they had done on the island."[124] David Zurawik of the Baltimore Sun gave the episode a highly negative review, writing "If this is supposed to be such a smart and wise show, unlike anything else on network TV (blah, blah, blah), why such a wimpy, phony, quasi-religious, white-light, huggy-bear ending. ... Once Jack stepped into the church it looked like he was walking into a Hollywood wrap party without food or music—just a bunch of actors grinning idiotically for 10 minutes and hugging one another."[125]
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Lost originally aired on the American Broadcasting Company (ABC) from September 22, 2004, to May 23, 2010. The pilot episode had 18.6 million viewers, easily winning its 9:00 pm timeslot, and giving ABC its strongest ratings since 2000 when Who Wants to Be a Millionaire was initially aired—beaten only the following month by the premiere of Desperate Housewives. According to Variety, "ABC sure could use a breakout drama success, as it hasn't had a real hit since The Practice. Lost represents the network's best start for a drama with 18- to 49-year-olds since Once and Again in 1999, and in total viewers since Murder One in 1995."[126]
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For its first season, Lost averaged 16 million viewers, ranking 14th in viewership among prime-time shows and 15th among the eighteen to forty-nine-year-old demographic.[127] Its second season fared equally well: again, Lost ranked 14th in viewership, with an average of 15.5 million viewers. However, it improved its rating with 18- to 49-year-olds, ranking eighth.[128] The second-season premiere was even more viewed than the first, pulling in over 23 million viewers and setting a series record.[129] The third-season premiere brought in 18.8 million viewers. The seventh episode of the season, back from a three-month hiatus, saw a drop to 14.5 million. Over the course of the spring season, ratings would plunge to as low as 11 million viewers before recovering to near 14 million for the season finale. The ratings drop was partially explained when Nielsen released DVR ratings, showing Lost as the most recorded series on television. However, despite overall ratings losses, Lost still won its hour in the crucial 18–49 demographic and put out the highest 18–49 numbers in the 10:00 p.m. time slot ahead of any show on any network that season. The fourth-season premiere saw an increase from the previous episode to 16.1 million viewers,[130] though by the eighth episode, viewers had decreased to a series low of 11.461 million.[130] A survey of 20 countries by Informa Telecoms and Media in 2006 concluded that Lost was the second most popular TV show in those countries, after CSI: Miami.[131] The sixth-season premiere was the first to climb in the ratings year-over-year since the second season, drawing 12.1 million viewers.[132]
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Capping its successful first season, Lost won the Emmy Award for Outstanding Drama Series[133] and J. J. Abrams was awarded an Emmy in September 2005 for his work as the director of "Pilot." Terry O'Quinn and Naveen Andrews were nominated in the Outstanding Supporting Actor in a Drama Series category.[6] Lost swept the guild awards in 2005, winning the Writers Guild of America Awards 2005 for Outstanding Achievement in Writing for a Dramatic Television Series,[134] the 2005 Producers Guild Award for Best Production,[135] the 2005 Director's Guild Award for Best Direction of a Dramatic Television Program,[136] and the Screen Actors Guild Awards 2005 for Best Ensemble Cast.
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It was nominated for a Golden Globe Award for Best Television Drama Series three times (2005–2007), and it won the award in 2006.[137] In 2006, Matthew Fox and Naveen Andrews received Golden Globe nominations for Best Lead Actor in a Drama Series[137] and Best Supporting Actor[137] respectively, and in 2007, Evangeline Lilly received a nomination for Best Actress in a Television Drama Series.[137] Lost was nominated for the 2005 British Academy of Film and Television Award for Best International.[138] In 2006, Jorge Garcia and Michelle Rodriguez took home ALMA Awards for Best Supporting Actor and Actress, respectively, in a Television Series.[139] It won the Saturn Award for Best Television Series in both 2005 and 2006.[140] In 2005, Terry O'Quinn won a Saturn Award for Best Supporting Actor in a television series, and in 2006,[140] Matthew Fox won for Best Lead Actor.[140] Lost won consecutive Television Critics Association Awards for Outstanding Achievement in Drama, for both its first and second seasons.[141] Consecutively as well, it won in 2005 and 2006 the Visual Effects Society Award for Outstanding Supporting Visual Effects in a Broadcast Program.[142][143] Malcolm David Kelley won a Young Artist Award for his performance as Walt in 2006.[144]
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In 2005, Lost was voted Entertainment Weekly's Entertainer of the Year. The show won a 2005 Prism Award for Charlie's drug storyline in the episodes "Pilot", "House of the Rising Sun", and "The Moth."[145] In 2007, Lost was listed as one of Time magazine's "100 Best TV Shows of All-TIME."[76] The series was nominated for but did not win a Writers Guild Award and Producers Guild Award again in 2007.[146] In June 2007, Lost beat out over 20 nominated television shows from countries all over the globe to win the Best Drama award at the Monte Carlo Television Festival. In September 2007, both Michael Emerson and Terry O'Quinn were nominated for an Emmy Award for Outstanding Supporting Actor in a Drama Series, the award going to O'Quinn.[147] Lost was again nominated for Outstanding Drama Series at the 60th Primetime Emmy Awards in 2008. The show also garnered seven other Emmy nominations, including Outstanding Supporting Actor in a Drama Series for Michael Emerson.[6] It won a Peabody Award in 2008.[148] In 2009, Lost was again nominated for Outstanding Drama Series, as well Outstanding Supporting Actor in a Drama Series for Michael Emerson at the 61st Primetime Emmy Awards, of which the latter won.[6]
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In 2010, the sixth and final season was nominated for twelve Emmy Awards at the 62nd Primetime Emmy Awards, including Outstanding Drama Series; Outstanding Writing for a Drama Series, for Carlton Cuse and Damon Lindelof for the show's series finale, "The End"; Outstanding Lead Actor in a Drama Series, for Matthew Fox; Outstanding Supporting Actor in a Drama Series, for Michael Emerson and Terry O'Quinn; and Outstanding Guest Actress in a Drama Series, for Elizabeth Mitchell. It won only one Emmy (Outstanding Single-Camera Picture Editing) out of its twelve nominations for a series total of 11 wins and 55 nominations in its six-year run.[149]
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In 2010, Kristin dos Santos of E! Online ranked Lost the best TV series of the past 20 years.[150] In 2013, the Writers Guild of America ranked Lost No. 27 in its list of the 101 Best Written TV Series of All Time.[151] In 2014, the series was nominated for the TCA Heritage Award.[152] In 2016, Rolling Stone ranked it the fourteenth best science fiction television show ever.[153]
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As a mainstream cult television show, Lost has generated a dedicated and thriving international fan community. Lost fans, sometimes dubbed Lostaways[154] or Losties,[155] have gathered at Comic-Con International and conventions organized by ABC[155][156] but have also been active in developing many fan websites, including Lostpedia and forums dedicated to the program and its related incarnations. Because of the show's elaborate mythology, its fansites have focused on speculation and theorizing about the island's mysteries, as well as on more typical fan activities, such as producing fan fiction and videos, compiling episode transcripts, shipping characters, and collecting memorabilia.[157][158][159]
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Anticipating fan interest and trying to keep its audience engrossed, ABC embarked on various cross-media endeavors, often using new media. Fans of Lost have been able to explore ABC-produced tie-in websites, tie-in novels, an official forum sponsored by the creative team behind Lost ("The Fuselage"), "mobisodes", podcasts by the producers, an official magazine, and an alternate reality game (ARG) "The Lost Experience."[160] An official fanclub was launched in the summer of 2005 through Creation Entertainment.[155]
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Due to the show's popularity, references to it and elements from its story have appeared in parody and popular culture usage. These include appearances on television, such as on the series Will & Grace, Curb Your Enthusiasm, 30 Rock,[161] Scrubs, Modern Family, Orange Is the New Black, Community, The Office, Family Guy, American Dad!, The Simpsons, "Late Night with Jimmy Fallon" ( under the sketch parody title "Late" ), and The Venture Bros..[162] Lost is also featured as an Easter egg in several video games, including Dead Island, Half-Life 2: Episode Two, Fallout 3, Uncharted 2: Among Thieves, World of Warcraft, Just Cause 2, Batman: Arkham City, and Singularity.[163] Similarly, several songs have been published whose themes and titles were derived from the series, such as Moneen ("Don't Ever Tell Locke What He Can't Do"), Veil of Maya ("Namaste"), Cosmo Jarvis ("Lost"), Senses Fail ("Lost and Found" and "All the Best Cowboys Have Daddy Issues"), Gatsbys American Dream ("You All Everybody" and "Station 5: The Pearl"), and Punchline ("Roller Coaster Smoke"). Weezer named their eighth studio album Hurley after the character, with a photo of actor Jorge Garcia on the cover.[164]
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After the episode "Numbers" aired on March 2, 2005, numerous people used the eponymous figures (4, 8, 15, 16, 23, and 42) as lottery entries. According to the Pittsburgh Tribune-Review, within three days, the numbers were tried over 500 times by local players.[165] By October 2005, thousands had tried them for the multi-state Powerball lottery.[166] A study of the Quebec Lottery showed that the sequence was the third most popular choice of numbers for lottery players, behind only the arithmetic sequences 1–2–3–4–5–6 and 7–14–21–28–35–42.[167] The issue came to attention after a Mega Millions drawing for a near-record US$380,000,000 jackpot on January 4, 2011, drew a series of numbers in which the three lowest numbers (4–8–15) and the mega ball (42) matched four of the six numbers. The No. 42 is also the "Mega Number" in Hurley's "Mega Lotto" ticket. The players who played the combination won $150 each (or $118 in California).[168]
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Lost has been cited as a key influence on several of its contemporaries.[169][170] The ABC series FlashForward was heavily compared to Lost, because of its similar use of nonlinear narrative and mysteries.[171][172] J.J. Abrams cited Lost as one of the influences for his science fiction series Fringe.[173] The NBC series Heroes drew comparisons to Lost during its run, because of some similarities such as its ensemble cast. Damon Lindelof was involved in the early stages of the creative process of Heroes, as he was friends with Heroes creator Tim Kring.[174] Ever since its premiere, The 100 has been compared to Lost because of its similar setting and the importance of survival in its story.[175] The TBS comedy Wrecked has been defined as a parody of Lost, because of its very similar premise and multiple references to the drama.[176][177]
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Adam Horowitz and Edward Kitsis, former writers of Lost created the fantasy series Once Upon a Time, which has also been compared to Lost. Even though their series started after Lost ended, they conceived it in 2004.[178] Damon Lindelof was involved in the development of their series.[179] Despite the comparisons and similarities to Lost, the writers intend the shows to be very different from each other. To them, Lost concerned itself with redemption, while Once Upon a Time is about "hope".[180] As a nod to the ties between the production teams of Once Upon a Time and Lost, the former show contains allusions to Lost, and is expected to continue alluding to Lost throughout its run. For example, many items found in the Lost universe, such as Apollo candy bars, Oceanic Airlines, Ajira Airways, the TV series Exposé and MacCutcheon Whisky can be seen in Once Upon a Time.[181]
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In addition to traditional terrestrial and satellite television, Lost is available from various online services, including Amazon Video[182] and Hulu.[183] It was one of the first series issued through Apple's iTunes Store beginning in October 2005.[184] On August 29, 2007, Lost became one of the first TV programs available for download in the UK iTunes Store.[185]
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In April 2006, Disney announced that Lost would be available for free online in streaming format, with advertising, on ABC's website, as part of a two-month experiment of future distribution strategies. The trial, which ran from May to June 2006, caused a stir among network affiliates who were afraid of being cut out of advertising revenue. The streaming of Lost episodes direct from ABC's website was only available to viewers in the United States due to international licensing agreements.[186][187] In 2009, Lost was named the most-watched show on the Internet based on viewers of episodes on ABC's website. The Nielsen Company reported that 1.425 million unique viewers have watched at least one episode on ABC's website.[188]
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The first season of Lost was released under the title Lost: The Complete First Season as a widescreen seven-disc Region 1 DVD box set on September 6, 2005, two weeks before the premiere of the second season. It was distributed by Buena Vista Home Entertainment. In addition to all the episodes that had been aired, it included several DVD extras, such as episode commentaries, behind-the-scenes footage and making-of features as well as deleted scenes, deleted flashback scenarios, and a blooper reel. The same set was released on November 30, 2005, in Region 4.[189] The season was first released split into two parts: the first twelve episodes of season 1 were available as a widescreen four-disc Region 2 DVD box set on October 31, 2005, while the remaining thirteen episodes of season 1 were released on January 16, 2006.[190] The DVD features available on the Region 1 release were likewise split over the two box sets. The first two seasons were released separately on Blu-ray Disc on June 16, 2009.[191]
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The second season was released under the title Lost: The Complete Second Season – The Extended Experience as a widescreen seven-disc Region 1 DVD box set on September 5, 2006. The sets include several DVD extras, including behind the scenes footage, deleted scenes, and a "Lost Connections" chart, which shows how all of the characters on the island are inter-connected.[192] Again, the season was initially delivered in two sets for Region 2: the first twelve episodes were released as a widescreen four-disc DVD box set on July 17, 2006, while the remaining episodes of season 2 were released as a four-disc DVD box set on October 2, 2006.[193] The set was released in Region 4 on October 4, 2006.
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The third season was released under the title Lost: The Complete Third Season – The Unexplored Experience on DVD and Blu-ray in Region 1 on December 11, 2007.[194] As with seasons 1 and 2, the third season release includes audio commentaries with the cast and crew, bonus featurettes, deleted scenes, and bloopers. The third season was released in Region 2 solely on DVD on October 22, 2007, though this time, only as a complete set, unlike previous seasons.[195]
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The fourth season was released as Lost: The Complete Fourth Season – The Expanded Experience in Region 1 on December 9, 2008, on both DVD and Blu-ray Disc.[196] It was released on DVD in Region 2 on October 20, 2008.[197] The set includes audio commentaries, deleted scenes, bloopers, and bonus featurettes.
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The first three seasons of Lost have sold successfully on DVD. The season 1 box set entered the DVD sales chart at number two in September 2005,[198] and the season 2 box set entered the DVD sales chart at the number one position in its first week of release in September 2006, believed to be the second TV-DVD ever to enter the chart at the top spot.[199] The season 3 box set sold over 1,000,000 copies in three weeks.[200]
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Both the season 6 box set and the complete series collection contained a 12-minute epilogue-like bonus feature called "The New Man in Charge".[201][202] The season 6 DVD set entered the DVD sales chart at the number one position in its first week of release in September 2010 boasting strong sales in the DVD and Blu-ray format for the regular season set as well as for the series box set.[203]
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The characters and setting of Lost have appeared in several official tie-ins outside of the television broadcast, including in print, on the Internet, and in short videos for mobile phones. Three novelizations have been released by Hyperion Books, a publisher owned by Disney, ABC's parent company. They are Endangered Species (ISBN 0-7868-9090-8) and Secret Identity (ISBN 0-7868-9091-6) both by Cathy Hapka and Signs of Life (ISBN 0-7868-9092-4) by Frank Thompson. Additionally, Hyperion published a metafictional book titled Bad Twin (ISBN 1-4013-0276-9), written by Laurence Shames,[204] and credited to fictitious author "Gary Troup", who ABC's marketing department claimed was a passenger on Oceanic Flight 815.
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Several unofficial books relating to the show have also been published. Finding Lost: The Unofficial Guide (ISBN 1-55022-743-2) by Nikki Stafford and published by ECW Press is a book detailing the show for fans and those new to the show. What Can Be Found in Lost? (ISBN 0-7369-2121-4) by John Ankerberg and Dillon Burrough, published by Harvest House is the first book dedicated to an investigation of the spiritual themes of the series from a Christian perspective. Living Lost: Why We're All Stuck on the Island (ISBN 1-891053-02-7) by J. Wood,[205] published by the Garett County Press, is the first work of cultural criticism based on the series. The book explores the show's strange engagement with the contemporary experiences of war, (mis)information, and terrorism and argues that the audience functions as a character in the narrative. The author also writes a blog column[206] during the second part of the third season for Powell's Books. Each post discusses the previous episode's literary, historical, philosophical, and narrative connections.
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The show's networks and producers have made extensive use of the Internet in expanding the background of the story. For example, during the first season, a fictional diary by an unseen survivor called "Janelle Granger" was presented on the ABC web site for the series. Likewise, a tie-in website about the fictional Oceanic Airlines appeared during the first season, which included several Easter eggs and clues about the show. Another tie-in website was launched after the airing of "Orientation" about the Hanso Foundation. In the UK, the interactive back-stories of several characters were included in "Lost Untold", a section of Channel 4's Lost website. Similarly, beginning in November 2005, ABC produced an official podcast, hosted by series writers and executive producers Damon Lindelof and Carlton Cuse. The podcast typically features a discussion about the weekly episode, interviews with cast members, and questions from viewers.[207] Sky1 also hosted a podcast presented by Iain Lee on their website, which analyzed each episode after it aired in the United Kingdom.[208]
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The foray into the online realm culminated in the Lost Experience, an Internet-based alternate reality game produced by Channel 7 (Australia), ABC (America), and Channel Four (UK), which began in early May 2006. The game presents a five-phase parallel storyline, primarily involving the Hanso Foundation.[209]
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Short mini-episodes ("mobisodes") called the Lost Video Diaries were originally scheduled for viewing by Verizon Wireless subscribers via its V-Cast system but were delayed by contract disputes.[210][211] The mobisodes were renamed Lost: Missing Pieces and aired from November 7, 2007, to January 28, 2008.
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In addition to tie-in novels, several other products based on the series, such as toys and games, have been licensed for release. A video game, Lost: Via Domus, was released to average reviews, developed by Ubisoft, for game consoles and home computers,[212] while Gameloft developed a Lost game for mobile phones and iPods.[213] Cardinal Games released a Lost board game on August 7, 2006.[214] TDC Games created a series of four 1000-piece jigsaw puzzles ("The Hatch", "The Numbers", "The Others", and "Before the Crash"), which, when put together, reveal embedded clues to the overall mythology of Lost. Inkworks has published three sets of Lost trading cards, Season One, Season Two, and Revelations.[215] In May 2006, McFarlane Toys announced recurring lines of character action figures[216] and released the first series in November 2006, with the second series being released July 2007. Furthermore, ABC sold a myriad of Lost merchandise in their online store, including clothing, jewelry, and other collectibles.[217] In October 2010, DK Publishing released a 400-page reference titled The Lost Encyclopedia, written by Tara Bennett and Paul Terry. The book compiled information from the TV show producers "writers bible", listing nearly every character, chronological event, location, and plot detail of the series, filling in the gaps for die-hard fans.[218]
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Lost is an American drama television series that originally aired on ABC from September 22, 2004, to May 23, 2010, over six seasons, comprising a total of 121 episodes. The show contains elements of supernatural and science fiction, and follows the survivors of a commercial jet airliner flying between Sydney and Los Angeles, after the plane crashes on a mysterious island somewhere in the South Pacific Ocean. The story is told in a heavily serialized manner. Episodes typically feature a primary storyline set on the island, augmented by flashback or flashforward sequences which provide additional insight into the involved characters.
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Lost was created by Jeffrey Lieber, J. J. Abrams and Damon Lindelof, who share story writing credits for the pilot episode, which Abrams directed. Throughout the show's run, Lindelof and Carlton Cuse served as showrunners and head writers, working together with many other executive producers and writers. Due to its large ensemble cast and the cost of filming primarily on location in Oahu, Hawaii, the series was one of the most expensive on television, with the pilot alone costing over $14 million.[1] The fictional universe and mythology of Lost are expanded upon by a number of related media, most importantly, a series of short mini-episodes called Missing Pieces, and a 12-minute epilogue titled "The New Man in Charge".
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Lost has regularly been ranked by critics as one of the greatest television series of all time.[2][3][4] The first season had an estimated average of 16 million viewers per episode on ABC.[5] During its sixth and final season, the show averaged over 11 million U.S. viewers per episode. Lost was the recipient of hundreds of industry award nominations throughout its run and won numerous of these awards, including the Emmy Award for Outstanding Drama Series in 2005,[6] Best American Import at the British Academy Television Awards in 2005, the Golden Globe Award for Best Drama in 2006, and a Screen Actors Guild Award for Outstanding Ensemble in a Drama Series. Users of IMDbPro gave Lost the highest average ranking for any television series during the first ten years (2002–2012) of the website's operation.[7]
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Season 1 begins with the aftermath of a plane crash, which leaves the surviving passengers of Oceanic Airlines Flight 815 on what seems to be an uninhabited tropical island. Jack Shephard, a spinal surgeon, becomes their leader. Their survival is threatened by a number of mysterious entities, including polar bears, an unseen creature that roams the jungle (the "Smoke Monster"), and the island's malevolent inhabitants known as "The Others". They encounter a French woman named Danielle Rousseau, who was shipwrecked on the island 16 years before the main story and is desperate for news of her daughter, Alex. They also find a mysterious metal hatch buried in the ground. While two survivors, Locke and Boone, try to force the hatch open, four others, Michael, Jin, Walt, and Sawyer attempt to leave on a raft that they have built. Meanwhile, flashbacks center on details of the individual survivors' lives prior to the plane crash.
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Season 2 follows the growing conflict between the survivors and the Others and continues the theme of the clash between faith and science, while resolving old mysteries and posing new ones. The four survivors in the raft are ambushed by the Others, and they take Walt, Michael's son. The survivors are forced to return to the island, where they find the tail-section survivors (the "Tailies"). A power struggle between Jack and John Locke over control of the guns and medicine located in the hatch develops, resolved in "The Long Con" by Sawyer when he gains control of them. The hatch is revealed to be a research station built some thirty years earlier by the Dharma Initiative, a scientific research project that involved conducting experiments on the island. A man named Desmond Hume had been living in the hatch for three years, activating a computer program every 108 minutes to prevent an unknown catastrophic event from occurring. To recover his son, Michael betrays the survivors, and Jack, Sawyer, and Kate are captured. Michael is given a boat and leaves the island with his son, while John destroys the computer in the hatch, whereupon an electromagnetic event shakes the island. This causes the island to be detected by scientists working for Penelope Widmore, and it is revealed that it was a similar event that caused the breakup of the plane.
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In Season 3, the crash survivors learn more about the Others and their long history on the mysterious island, along with the fate of the Dharma Initiative. The leader of the Others, Benjamin Linus, is introduced as well and defections from both sides pave the way for conflict between the two. Time travel elements also begin to appear in the series, as Desmond is forced to turn the fail-safe key in the hatch to stop the electromagnetic event, and this sends his mind eight years to the past. When he returns to the present, he is able to see the future. Kate and Sawyer escape the Others, while Jack stays after Ben promises that Jack will be able to leave the island in a submarine if he operates on Ben, who has cancer. Jack does, but the submarine is destroyed by John. Jack is left behind with Juliet, an Other, who also seeks to leave the island, while John joins the Others. A helicopter carrying Naomi crashes near the island. Naomi says her freighter, Kahana, is near and was sent by Penelope Widmore, Desmond's ex-girlfriend. Desmond has a vision in which Charlie will drown after shutting down a signal that prevents communication with the exterior world. His vision comes true, but Charlie speaks with Penelope, who says she does not know any Naomi. Before drowning, Charlie writes on his hand "Not Penny's Boat" so Desmond can read it. Meanwhile, the survivors make contact with a rescue team aboard the freighter. In the season's finale, apparent flashbacks show a depressed Jack going to an unknown person's funeral. In the final scene, these are revealed to be "flash forwards", and Kate and Jack are revealed to have escaped the island. Jack, however, is desperate to go back.
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Season 4 focuses on the survivors dealing with the arrival of people from the freighter, who have been sent to the island to reclaim it from Benjamin. "Flash forwards" continue, in which it is seen how six survivors, dubbed the "Oceanic Six", live their lives after escaping the island. The "Oceanic Six" are Jack, Kate, Hurley, Sayid, Sun, and Aaron. In the present, four members of the freighter arrive and team up with the survivors to escape the island, since the people of the freighter have orders to kill everyone who stays.
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Meanwhile, Ben travels with John to see Jacob, the island's leader. John enters his house but finds Jack's dead father, Christian, who says he can speak on Jacob's behalf, and orders John to "move" the island. Ben takes John to an underground station in which time travel was researched. John becomes the new leader of the Others, while Ben moves the island by turning a giant frozen wheel, after which he is transported to the Sahara. The six survivors escape in a helicopter as they watch the island disappear and are subsequently rescued by Penelope.
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In the season finale, it is revealed that the funeral Jack went to in the "flash forwards" was that of John Locke, who had been seeking out the Oceanic Six in his efforts to convince them to return to the island.
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Season 5 follows two timelines. The first timeline takes place on the island where the survivors who were left behind erratically jump forward and backward through time. In one of these time periods, John speaks with Richard Alpert, one of the Others, who says that to save the island, he must bring everyone back. John goes to the same underground station Ben went to. After moving the wheel himself, John is transported to the Sahara in 2007, as the time shifts on the island stop and the survivors are stranded with the Dharma Initiative in 1974. In 2007, John contacts the Oceanic Six, but no one wants to return. The last one of the Oceanic Six he finds is a depressed Jack. John tells Jack his father is alive on the island. This seriously affects Jack, and he begins taking flights, hoping to crash on the island again. Ben finds John and kills him. After John's death, the Oceanic Six are told to board the Ajira Airways Flight 316 to return to the island and in order to go back, they have to take John Locke's body in the plane. They take the flight, but some land in 1977, where they meet with the other survivors who are now part of the Dharma Initiative, and others land in 2007. The survivors in 1977 are told by Daniel Faraday that if they detonate a nuclear bomb at the hatch's construction site, the electromagnetic energy below it will be negated, and, thus, the hatch would never be built and, thus, their future could be changed. In 2007, John Locke apparently comes back to life. He instructs Richard Alpert to speak with a time-traveling John and tell him that he must bring everyone back to the island. After this, he goes to speak with Jacob. The season finale reveals that John Locke is still dead and another entity has taken over his form just to make Ben kill Jacob. In 1977, Juliet detonates the fission core taken from the hydrogen bomb.
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Season 6, the final season, follows two timelines. In the first timeline, the survivors are sent to the present day, as the death of Jacob allows for his brother, the Man in Black, the human alter-ego of the Smoke Monster, to take over the island. Having assumed the form of John Locke, the Smoke Monster seeks to escape the island and forces a final war between the forces of good and evil.
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The second timeline, called the "flash-sideways" narrative, follows the lives of the main characters in a setting where Oceanic 815 never crashed, though additional changes are revealed as other characters are shown living completely different lives than they did. In the final episodes, a flashback to the distant past shows the origins of the island's power and of the conflict between Jacob and the Man in Black, who are revealed to be twin brothers, with Jacob desperate to keep his brother from leaving the island after he is transmogrified by the power of the island and becomes the Smoke Monster.
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In this season, Jacob's machinations are revealed: everyone was pushed by fate and his manipulation to be on the Oceanic flight as many of the members of the flight were deemed "candidates" by Jacob to be the new protector of the island after his passing. The Man in Black's mission since the beginning of the series: kill all of the candidates, thereby allowing him to leave the island once and for all. The ghost of Jacob appears to the last-of-the-surviving candidates, and Jack is appointed as the new protector. Jack catches up with The Man In Black, who says that he wants to go to the "heart of the island" to turn it off and, therefore, finally leave the island. They reach the place, but after doing this, The Man In Black becomes mortal. The Man In Black is killed by Kate, but Jack is seriously injured. Hurley, one of the survivors, becomes the new caretaker of the island. Several of the survivors die in the conflict or stay on the island, and the remaining escape in the Ajira Plane once and for all. Jack returns to the "heart of the island" and turns it on again, saving it. Hurley, as the new protector, asks Ben to help him in his new job, which he agrees to do. After having saved the island, Jack dies peacefully in the same place in which he woke up when he arrived on the island.
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The series finale reveals that the flash-sideways timeline is actually a form of limbo in the afterlife, where some of the survivors and other characters from the island are reunited after having died. In the last scene, the survivors are all reunited in a church where they "move on" together.
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Episodes of Lost include a number of mysterious elements ascribed to science fiction or supernatural phenomena. The creators of the series refer to these elements as composing the mythology of the series, and they formed the basis of fan speculation.[14] The show's mythological elements include a "Smoke Monster" that roams the island, a mysterious group of inhabitants whom the survivors called "The Others", a scientific organization called the Dharma Initiative that placed several research stations on the island, a sequence of numbers that frequently appears in the lives of the characters in the past, present, and future, and personal connections (synchronicity) between the characters of which they are often unaware.
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At the heart of the series is a complex and cryptic storyline, which spawned numerous questions and discussions among viewers.[15] Encouraged by Lost's writers and stars, who often interacted with fans online, viewers and TV critics alike took to widespread theorizing in an attempt to unravel the mysteries. Theories mainly concerned the nature of the island, the origins of the "Monster" and the "Others", the meaning of the numbers, and the reasons for both the crash and the survival of some passengers.[15] Several of the more common fan theories were discussed and rejected by the show's creators, the most common being that the survivors of Oceanic flight 815 are dead and in purgatory. Lindelof rejected speculation that spaceships or aliens influenced the events on the island or that everything seen was a fictional reality taking place in someone's mind. Carlton Cuse dismissed the theory that the island was a reality TV show and the castaways unwitting housemates,[16] and Lindelof many times refuted the theory that the "Monster" was a nanobot cloud similar to the one featured in Michael Crichton's novel Prey (which happened to share the protagonist's name, Jack).[17]
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There are several recurring elements and motifs on Lost, which generally have no direct effect on the story itself but expand the show's literary and philosophical subtext. These elements include frequent appearances of black and white, which reflect the dualism within characters and situations; as well as rebellion in almost all characters, especially Kate;[18] dysfunctional family situations (especially ones that revolve around the fathers of many characters), as portrayed in the lives of nearly all the main characters;[19] apocalyptic references, including Desmond's pushing the button to forestall the end of the world; coincidence versus fate, revealed most apparently through the juxtaposition of the characters Locke and Mr. Eko; conflict between science and faith, embodied by the leadership tug-of-war between Jack and Locke and their stark disagreements on subjects such as the hatch, the button, and leaving the island;[20] the struggle between good and evil, shown by the relationship between Jacob and the Man in Black, several times by Locke using symbols such as his backgammon set, also the white and black rocks that the Man in Black referred to as an "inside joke"; and references to numerous works of literature, including mentions and discussions of particular novels.[21] One notable reference to a novel is John Steinbeck's Of Mice and Men, usually when Sawyer is seen reading it or referencing it. There are also many allusions in characters' names to famous historical thinkers and writers, such as Ben Linus (after chemist Linus Pauling), John Locke (after the philosopher) and his alias Jeremy Bentham (after the philosopher), Danielle Rousseau (after philosopher Jean-Jacques Rousseau), Desmond David Hume (after philosopher David Hume), Juliet's ex-husband (after philosopher Edmund Burke), Mikhail Bakunin (after the anarchist philosopher), Daniel Faraday (after physicist Michael Faraday), Eloise Hawking (after physicist Stephen Hawking), George Minkowski (after mathematician Hermann Minkowski), Richard Alpert (the birth name of spiritual teacher Ram Dass), Boone Carlyle (after pioneer Daniel Boone and philosopher Thomas Carlyle), and Charlotte Staples Lewis (after author Clive Staples (C.S.) Lewis).[22]
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Of the 324 people on board Oceanic Flight 815,[23] there are 70 initial survivors (as well as one dog) spread across the three sections of the plane crash.[24][25][26] Although a large cast made Lost more expensive to produce, the writers benefited from added flexibility in story decisions.[27] According to series executive producer Bryan Burk, "You can have more interactions between characters and create more diverse characters, more back stories, more love triangles."[27]
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Lost was planned as a multicultural show with an international cast. The initial season had 14 regular speaking roles that received star billing. Matthew Fox played the protagonist, a troubled surgeon named Jack Shephard. Evangeline Lilly portrayed fugitive Kate Austen. Jorge Garcia played Hugo "Hurley" Reyes, an unlucky lottery winner. Josh Holloway played a con man, James "Sawyer" Ford. Ian Somerhalder played Boone Carlyle, chief operating officer of his mother's wedding business. Maggie Grace played his stepsister Shannon Rutherford, a former dance teacher. Harold Perrineau portrayed construction worker and aspiring artist Michael Dawson, while Malcolm David Kelley played his young son, Walt Lloyd. Terry O'Quinn played the mysterious John Locke. Naveen Andrews portrayed former Iraqi Republican Guard Sayid Jarrah. Emilie de Ravin played a young Australian mother-to-be, Claire Littleton. Yunjin Kim played Sun-Hwa Kwon, the daughter of a powerful and incredibly wealthy Korean businessman and mobster, with Daniel Dae Kim as her husband and father's enforcer Jin-Soo Kwon. Dominic Monaghan played English ex-rock star drug addict Charlie Pace.
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During the first two seasons, some characters were written out, while new characters with new stories were added.[28][29] Boone Carlyle was written out near the end of season one,[30] and Walt became an intermittent character, making occasional appearances throughout season two after he is captured by The Others in the season one finale. Shannon's departure eight episodes into season two made way for newcomers Mr. Eko, a former Nigerian militia leader and fake Catholic priest played by Adewale Akinnuoye-Agbaje; Ana Lucia Cortez, an airport TSA guard and former LAPD police officer played by Michelle Rodriguez; and Libby Smith, a purported clinical psychologist and formerly mentally ill woman portrayed by Cynthia Watros. Ana Lucia and Libby were written out of the series toward the end of season two after being shot by Michael, who then left the island along with his son.[31]
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In season three, two actors were promoted from recurring to starring roles: Henry Ian Cusick as former Scottish soldier Desmond Hume; and Michael Emerson as the manipulative leader of the Others, Ben Linus. In addition, three new actors joined the regular cast: Elizabeth Mitchell, as fertility doctor and Other Juliet Burke; and Kiele Sanchez and Rodrigo Santoro as background survivor couple Nikki Fernandez and Paulo. Several characters died in the season: Eko was killed off when Akinnuoye-Agbaje did not wish to continue on the show,[32][33] Nikki and Paulo were buried alive mid-season after poor fan response,[34] and in the third-season finale, Charlie dies a hero.
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In season four, Harold Perrineau rejoined the main cast to reprise the role of Michael, now suicidal and on a desperate redemptive journey to atone for his previous crimes.[35] Along with Perrineau, additional new actors—Jeremy Davies as Daniel Faraday, a nervous physicist who takes a scientific interest in the island; Ken Leung as Miles Straume, a sarcastic supposed ghost whisperer; and Rebecca Mader as Charlotte Staples Lewis, a hard-headed and determined anthropologist and successful academic—joined the cast.[36] Michael was written out in the fourth-season finale.[37] Claire, who mysteriously disappears with her dead father near the end of the season, did not return as a series regular for the fifth season but returned for the sixth and final season.[38]
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In season five, no new characters joined the main cast; however, several characters exited the show: Charlotte was written out early in the season in episode five, with Daniel being written out later in the antepenultimate episode. Season six saw several cast changes: Juliet was written out in the season premiere while three previous recurring characters were upgraded to starring status.[39] These included Néstor Carbonell as mysterious, age-less Other Richard Alpert; Jeff Fahey as pilot Frank Lapidus;[40] and Zuleikha Robinson as Ajira Airways Flight 316 survivor Ilana Verdansky. Additionally, former cast members Ian Somerhalder, Dominic Monaghan, Rebecca Mader, Jeremy Davies, Elizabeth Mitchell, Maggie Grace,[41] Michelle Rodriguez,[42] Harold Perrineau, and Cynthia Watros[43] made return appearances.
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Numerous supporting characters have been given expansive and recurring appearances in the progressive storyline. Danielle Rousseau (Mira Furlan)—a French member of an earlier scientific expedition to the island, first encountered as a voice recording in the pilot episode—appears throughout the series. She is searching for her daughter, who later turns up in the form of Alex Rousseau (Tania Raymonde). Alex has been kidnapped by Ben Linus and brought to the Others where she was raised. Cindy (Kimberley Joseph), an Oceanic flight attendant who first appeared in the pilot, survived the crash and, subsequently, became one of the Others. In the second season, married couple Rose Nadler (L. Scott Caldwell) and Bernard Nadler (Sam Anderson), separated on opposite sides of the island (she with the main characters, he with the tail section survivors), were featured in a flashback episode after being reunited. The second season also introduces Dr. Pierre Chang (Francois Chau), a member of the mysterious Dharma Initiative who appears in the orientation films for its numerous stations located throughout the island. Corporate magnate Charles Widmore (Alan Dale) has connections to both Ben and Desmond. Desmond is in love with Widmore's daughter Penelope "Penny" Widmore (Sonya Walger). Eloise Hawking (Fionnula Flanagan), introduced in the third season, is Daniel Faraday's mother and also has connections with Desmond. The introduction of the Others featured Tom, a.k.a. Mr. Friendly (M. C. Gainey), and Ethan Rom (William Mapother), all of whom have been shown in both flashbacks and the ongoing story. Jack's father Christian Shephard (John Terry) has appeared in multiple flashbacks of various characters. In the third season, Naomi Dorrit (Marsha Thomason), the team leader of a group hired by Widmore to find Ben Linus, parachutes onto the island. One member of her team includes the ruthless mercenary Martin Keamy (Kevin Durand). In the finale episode "The End", recurring guest stars Sam Anderson; L. Scott Caldwell; Francois Chau; Fionnula Flanagan; Sonya Walger; and John Terry were credited under the "starring" rubric alongside the principal cast. The mysterious black smoke cloud-like entity, known as "the Monster", appeared in human form during season five and six as a middle-aged man dressed in black robes, who was played by Titus Welliver, and in season six, it appears in the form of John Locke played by O'Quinn in a dual role. His rival, Jacob, was played by Mark Pellegrino.
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Lost was produced by ABC Studios, Bad Robot Productions, and Grass Skirt Productions. Throughout its run, the executive producers of the series were Damon Lindelof, J. J. Abrams, Bryan Burk, Carlton Cuse, Jack Bender, Jeff Pinkner, Edward Kitsis, Adam Horowitz, Jean Higgins, and Elizabeth Sarnoff, with Lindelof and Cuse serving as showrunners.[39]
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The series was conceived by Lloyd Braun, head of ABC at the time, while he was on vacation in Hawaii during 2003 and thought of a cross between the movie Cast Away and the popular reality show Survivor.[44] Braun later pitched his ideas at the network's gathering of executives at the Disney's Grand Californian Hotel & Spa in Anaheim, California, describing the concept as "parts Cast Away, Survivor, and Gilligan's Island, with a Lord of the Flies element."[45] Many found the idea laughable, but senior vice president Thom Sherman saw potential and decided to order an initial script from Spelling Television. Spelling producer Ted Gold turned to writer Jeffrey Lieber, who presented a pitch to ABC in September 2003 titled Nowhere, which Sherman approved. Unhappy with the eventual script by Lieber and a subsequent rewrite, in January 2004, Braun contacted J. J. Abrams, who had developed the TV series Alias for ABC, to write a new pilot script. Lieber would later receive a story credit for the Lost pilot and, subsequently, shared the "created by" credit with Abrams and Lindelof, after a request for arbitration at the Writers Guild of America.[46] The one inviolable edict Braun made to Abrams was that the show's title must be Lost, having conceived of the title and being angry at its change to Nowhere by Lieber.[47]
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Although initially hesitant, Abrams warmed to the idea on the condition that the series would have a supernatural angle to it and if he had a writing partner.[44][48] ABC executive Heather Kadin sent him Damon Lindelof, who had long intended to meet Abrams as he wished to write for Alias.[49] Together, Abrams and Lindelof created the series' style and characters and also wrote a series bible that conceived and detailed the major mythological ideas and plot points for an ideal four-to-five-season run for the show.[50][51] The novel idea of a story arc spanning several years was inspired by Babylon 5.[52] Because ABC felt that Alias was too serialized, Lindelof and Abrams assured the network in the bible that the show would be self-contained: "We promise ... that [each episode] requires NO knowledge of the episode(s) that preceded it ... there is no 'Ultimate Mystery' which requires solving." While such statements contradicted their true plans, the ruse succeeded in persuading ABC to purchase the show.[53] The game Myst, also set in a tropical island, was noted as an influence by Lindelof, as in its narrative, "No one told you what the rules were. You just had to walk around and explore these environments and gradually a story was told."[54]
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Abrams created the sound opening of the show and its title card being inspired by The Twilight Zone.[55][56] He withdrew from production of Lost partway through the first season to direct Mission: Impossible III,[57] leaving Lindelof and new executive producer Carlton Cuse to develop much of the overall mythology of the series themselves.[58] However, Abrams briefly returned to help co-write the third-season premiere along with Lindelof. The development of the show was constrained by tight deadlines, as it had been commissioned late in the 2004 season's development cycle. Despite the short schedule, the creative team remained flexible enough to modify or create characters to fit actors they wished to cast.[59]
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Lost's two-part pilot episode was the most expensive in the network's history, reportedly costing between US$10 and $14 million,[60] compared to the average cost of an hour-long pilot in 2005 of $4 million.[61] The world premiere of the pilot episode was on July 24, 2004, at San Diego Comic-Con.[62] ABC's parent company Disney fired Braun before Lost's broadcast debut, partly because of low ratings at the network and also because he had greenlighted such an expensive and risky project.[48] The series debuted on September 22, 2004, becoming one of the biggest critical and commercial successes of the 2004 television season. Along with fellow new series Desperate Housewives and Grey's Anatomy, Lost helped to reverse the flagging fortunes of ABC,[63] and its great success likely caused the network to ignore that the show almost immediately broke Lindelof and Abrams' promises to it regarding Lost's plots.[53]
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Many of the first season roles were a result of the executive producers' liking of various actors. The main character Jack was originally going to die in the pilot, and the role was planned for Michael Keaton. However, ABC executives were adamant that Jack live.[64] Before it was decided that Jack would live, Kate was to emerge as the leader of the survivors; she was originally conceived as a middle-aged businesswoman whose husband had apparently died in the crash, a role later fulfilled by the recurring character Rose. Dominic Monaghan auditioned for the role of Sawyer, who at the time was supposed to be a slick suit-wearing city con man. The producers enjoyed Monaghan's performance and changed the character of Charlie, originally an over-the-hill former rock star, to fit him. Jorge Garcia also auditioned for Sawyer, and the part of Hurley was written for him. When Josh Holloway auditioned for Sawyer, the producers liked the edge he brought to the character (he reportedly kicked a chair when he forgot his lines and got angry in the audition) and his southern accent, so they changed Sawyer to fit Holloway's acting. Yunjin Kim auditioned for Kate, but the producers wrote the character of Sun for her and the character of Jin, portrayed by Daniel Dae Kim, to be her husband. Sayid, played by Naveen Andrews, was also not in the original script. Locke and Michael were written with their actors in mind. Emilie de Ravin, who played Claire, was originally cast in what was supposed to be a recurring role.[64] In the second season, Michael Emerson was contracted to play Ben ("Henry Gale") for three episodes. His role was extended to eight episodes because of his acting skills and eventually, for the whole of season three and later seasons.[65]
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Lost was filmed on Panavision 35 mm cameras almost entirely on the Hawaiian island of Oahu given the easily accessible, wide diversity of filming locations. The original island scenes for the pilot were filmed at Mokulē'ia Beach, near the northwest tip of the island. Later beach scenes take place in secluded spots of the famous North Shore. Cave scenes in the first season were filmed on a sound stage built at a Xerox parts warehouse, which had been empty since an employee mass shooting took place there in 1999.[66] In 2006, the sound-stage and production offices moved to the Hawaii Film Office-operated Hawaii Film Studio,[67] where the sets depicting Season 2's "Swan Station" and Season 3's "Hydra Station" interiors were built.[68]
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Various urban areas in and around Honolulu are used as stand-ins for locations around the world, including California, New York, Iowa, Miami, South Korea, Iraq, Nigeria, United Kingdom, Paris, Thailand, Berlin, Maldives, and Australia. For example, scenes set in a Sydney Airport were filmed at the Hawaii Convention Center, while a World War II-era bunker was used as both an Iraqi Republican Guard installation and a Dharma Initiative research station. Scenes set in Germany during the winter were filmed on Merchant St., with crushed ice scattered everywhere to create snow and Russian store and automobile signs on the street. Several scenes in the Season 3 finale, "Through the Looking Glass", were shot in Los Angeles, including a hospital set borrowed from Grey's Anatomy. Two scenes during season four were filmed in London because Alan Dale, who portrays Widmore, was at the time performing in the musical Spamalot and was unable to travel to Hawaii.[69] Extensive archives of filming locations are tracked at a repository at the Lost Virtual Tour.[70]
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During its six years of broadcasting, Lost developed an extensive collection of promotional tools ranging from the traditional promotions of the TV show made by the channel, to the creation of alternate reality games, such as the Lost Experience.[71] Lost showed innovation in the use of new advertising strategies in the sector and the transformation of the conventional devices used previously.
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Lost features an orchestral score performed by the Hollywood Studio Symphony Orchestra and composed by Michael Giacchino, incorporating many recurring themes for subjects, such as events, locations, and characters. Giacchino achieved some of the sounds for the score using unusual instruments, such as striking suspended pieces of the plane's fuselage.[72] On March 21, 2006, the record label Varèse Sarabande released the original television soundtrack for Lost's first season.[73] The soundtrack included select full-length versions of the most popular themes of the season and the main title, which was composed by series creator J. J. Abrams.[73] Varèse Sarabande released a soundtrack featuring music from season 2 of Lost on October 3, 2006.[74] The soundtrack for season 3 was released on May 6, 2008; the soundtrack for season 4 was released on May 11, 2009; the soundtrack for season 5 was released on May 11, 2010; and the soundtrack for the final season was released on September 14, 2010. A final soundtrack, featuring music from series finale, was released on October 11, 2010.
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The series uses pop culture songs sparingly, and has a mainly orchestral score (consisting usually of divided strings, percussion, harp, and three trombones). When it features pop songs, they often originate from a diegetic source. Examples include the various songs played on Hurley's portable CD player throughout the first season (until its batteries died in the episode "...In Translation", which featured Damien Rice's "Delicate") or the use of the record player in the second season, which included Cass Elliot's "Make Your Own Kind of Music" and Petula Clark's "Downtown" in the second and third-season premieres respectively. Two episodes show Charlie on a street corner playing guitar and singing the Oasis song "Wonderwall". In the third season's finale, Jack drives down the street listening to Nirvana's "Scentless Apprentice", right before he arrives to the Hoffs/Drawlar Funeral Parlor, and in the parallel scene in the fourth season's finale, he arrives listening to "Gouge Away" by Pixies. The third season also used Three Dog Night's "Shambala" on two occasions in the van. The only two pop songs that have ever been used without an on-screen source (i.e., non-diegetic) are Ann-Margret's "Slowly", in the episode "I Do" and "I Shall Not Walk Alone", written by Ben Harper and covered by The Blind Boys of Alabama in the episode "Confidence Man." Alternate music is used in several international broadcasts. For example, in the Japanese broadcast of Lost, the theme song used varies by season: season one uses "Here I Am" by Chemistry, season two uses "Losin'" by Yuna Ito, and season three uses "Lonely Girl" by Crystal Kay.
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Lost has been described by numerous critics as being among the greatest television series of all time.[76][77][78] Bill Carter, television reporter of The New York Times, defined Lost as "the show with perhaps the most compelling continuing story line in television history."[79] Entertainment Weekly put the show on its end-of-the-decade, "best-of" list, saying, "Name another network drama that can so wondrously turn a ? into a !"[80] In 2012, Entertainment Weekly also listed the show at #10 in the "25 Best Cult TV Shows from the Past 25 Years", with a hot-and-cold description: "Lost was initially celebrated as a moving character-driven drama with a broad humanistic worldview that also presented itself as dramatic cryptography that demanded to be solved. The appeal narrowed as seasons progressed and the mythology became more complex, culminating in a still-debated finale that was deeply meaningful to some and dissatisfying poppycock to others."[81] In 2007, TV Guide ranked Lost as the #5 cult show.[82] In 2013, TV Guide ranked it as the #5 sci-fi show[83] and the #36 best series of all time.[84] In September 2019, The Guardian ranked the show 71st on its list of the 100 best TV shows of the 21st century.[85]
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The first season received critical acclaim. USA Today said a "totally original, fabulously enjoyable lost-at-sea series, Lost had taken "an outlandish Saturday-serial setup and imbued it with real characters and honest emotions, without sacrificing any of the old-fashioned fun."[86] The Los Angeles Times praised the production values and said "it knows the buttons it wants to push (fear of flying, fear of abandonment, fear of the unknown) and pushes them, repeatedly, like a kid playing a video game."[87] IGN noted that the first season "succeeded first and foremost in character development."[88] Lost season one was ranked number one in the "Best of 2005 TV Coverage: Critic Top Ten Lists" by Matthew Gilbert of The Boston Globe, Tom Gliatto of People Weekly, Charlie McCollum of the San Jose Mercury News, and Robert Bianco of USA Today.[89]
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The second season received favorable reviews, but it was noted that the season "stumbled with some storylines going nowhere and some characters underutilized." IGN also noted the addition of Desmond Hume as a standout new character.[90] The San Francisco Chronicle called Season 2 an "extended, mostly unsatisfying foray into deeper mythology with very little payoff."[91] After winning "Best Drama Series" for season one, Lost was snubbed by the Emmy Awards in Season 2. Nearing the end of the second season, USA Today listed the most popular fan theories during Season 2—the island as a psychological experiment, that the hatch had electromagnetic properties, string theory of time, and that everyone on the island had developed a "collective consciousness" that allowed them to appear in each other's past. One fan interview by USA Today said that "Real suspense comes from answers, not questions. Suspense comes not from wondering what's going on but from wondering what happens next. If you withhold answers, it becomes impossible to satisfy."[92]
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The first block of episodes of the third season was criticized for raising too many mysteries[93] and not providing enough answers.[94] Complaints were also made about the limited screen-time for many of the main characters in the first block.[95] Locke, played by Terry O'Quinn, who had tied for the highest second-season episode count, appeared in only 13 of 23 episodes in the third season—only two more than guest star M.C. Gainey, who played Tom. Reaction to two new characters, Nikki and Paulo, was generally negative, and Lindelof even acknowledged that the couple was "universally despised" by fans.[96] The decision to split the season and the American timeslot switch after the hiatus were also criticized.[97][98] Cuse acknowledged that, "No one was happy with the six-episode run."[99] The second block of episodes was critically acclaimed, however,[100] with the crew dealing with problems from the first block.[101] More answers were written into the show,[102] and Nikki and Paulo were killed off.[103] It was also announced that the series would end three seasons after the third season,[104] which Cuse hoped would tell the audience that the writers knew where the story was going.[105]
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The fourth season opened to praise not seen since the first season. Metacritic gave season four a weighted average of 87 based on the impressions of a select twelve critical reviews,[106] earning the second highest Metascore in the 2007–2008 television season after the fifth and final season of HBO's The Wire.[107] For the first time since season one, Lost received an Emmy nomination for 'Outstanding Drama Series'. Tim Goodman of the San Francisco Chronicle said that the Season 4 episodes were "roller coasters of fast action and revelation" and that series was "back on track."[91] In a survey conducted by TVWeek of professional critics, Lost was voted the best show on television in the first half of 2008 "by a wide margin", apparently "crack[ing] the top five on nearly every critic's submission" and receiving "nothing but praise."[108] The New York Times said the show reveled in critiques of capitalism, using the fictional Mittelos Bioscience and the "malevolent British industrialist" character of Charles Widmore as examples. The critic also said that the show "in the dark business of exploring just how futile the modern search for peace, knowledge, recovery or profit really is." The critic did go on to say that series was not as "philosophically refined" as The Sopranos or The Wire but that it "has maximized the potential of narrative uncertainty and made it a beguiling constant."[109]
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The fifth season once again received mostly positive critical reception. Season 5 was given a weighted average of 78 out of 100 by Metacritic. Variety said that "The ABC series remains one of primetime's most uncompromising efforts, and this year's latest wrinkle on flashbacks, flash-forwards and island-disappearing flashes of light does nothing to alter that perception."[110] Alan Sepinwall of The Star-Ledger said that season 5 may finally be "a day of reckoning between those viewers who embrace the show's science-fiction trappings, and those who prefer not to think about them." Sepinwall also related that "I loved every minute. But I'm also a geek who read Ray Bradbury and Isaac Asimov growing up."[111] Heather Havrilesky of Salon.com criticized the use of time travel saying that "when a narrator brings magic or time travel or an act of God into the picture, then uses it without restraint, the story loses its anchor to real life." The critic also asked "Why does it matter what Locke and Richard Alpert and Daniel Faraday or anyone else does, when they all seem as clueless and unfettered from reality as we are as viewers? How can these characters have any concrete agenda or strategic approach or philosophical perspective on anything when the rug is pulled out from under them by another Act of God every few seconds?"[112] The New York Times also commented that "what has been most dispiriting about the current season is the show's willingness to abandon many of the larger and more compelling themes that grounded the elaborate plot: the struggles between faith and reason; the indictments of extreme capitalism, the futility of recovery. All that remains is the reductively limned battle between fate and free will largely playing out, now, in Jack Shephard's belief that returning to the island is his Destiny."[113] The A.V. Club said of the fifth-season finale, "Me? I found the ending frustrating, but in a good way. This finale was entertaining as all get-out to me, and despite the occasional groaner moment, I think this may be Lost's most purposeful, surprising finale."[114]
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Season six opened to much hype and curiosity. The A.V. Club asked, "I'm guessing that one of the biggest fears of Lost fans as we ride out this sixth and final season—bumps and all—is that we're going to come to the end and find a big nothing in return for all we've invested in these characters. We don't just need answers, we need justifications. Why has whatever happened, happened? Who has called this particular meeting to order, and does it really matter who showed up?"[115] The episodes "Dr. Linus", "Ab Aeterno", "Happily Ever After", and "The Candidate" opened to highly positive critical reception while the third-to-last episode "Across the Sea" was the episode with the most negative reception.[116] The time spent at the Others' temple was criticized.[117] E! Online described the show as "lightning in a bottle" and picked it as "Top TV Drama of 2010."[118]
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The series finale opened to highly polarized critical and fan reception. According to the web site Metacritic, "The End" received "generally favorable reviews" with a Metascore—a weighted average based on the impressions of 31 critical reviews—of 74 out of 100.[116] IGN reviewer Chris Carbot gave the finale a 10/10, tying it with the initial review of "Pilot, Part 1", "Through the Looking Glass", "The Constant", and "There's No Place Like Home, Parts 2 & 3" as the best-reviewed episode of Lost. He described it as "one of the most enthralling, entertaining and satisfying conclusions I could have hoped for." Carbot also noted that the discussions about the episode may never end, saying "Lost may be gone, but it will hardly be forgotten."[119] Eric Deggans of the St. Petersburg Times also gave the finale a perfect score, stating "Sunday's show was an emotional, funny, expertly measured reminder of what Lost has really centered on since its first moments on the prime time TV landscape: faith, hope, romance and the power of redemption through belief in the best of what moves mankind."[120] Robert Bianco of USA Today rated the episode perfect as well, deeming the finale "can stand with the best any series has produced."[121] Hal Boedeker of Orlando Sentinel cited the finale being "a stunner."[122]
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The Guardian and The Daily Telegraph both reported that "The End" had received negative reviews and disappointed its viewers. Alan Sepinwall of Star-Ledger was less enthusiastic of the finale, stating "I'm still wrestling with my feelings about 'The End'... I thought most of it worked like gangbusters. ... But as someone who did spend at least part of the last six years dwelling on the questions that were unanswered—be they little things like the outrigger shootout or why The Others left Dharma in charge of the Swan station after the purge, or bigger ones like Walt—I can't say I found 'The End' wholly satisfying, either as closure for this season or the series. ... There are narrative dead ends in every season of 'Lost,' but it felt like season six had more than usual."[123] Mike Hale of The New York Times gave "The End" a mixed review, as the episode showed that the series was "shaky on the big picture—on organizing the welter of mythic-religious-philosophical material it insisted on incorporating into its plot—but highly skilled at the small one, the moment to moment business of telling an exciting story. Rendered insignificant ... were the particulars of what they had done on the island."[124] David Zurawik of the Baltimore Sun gave the episode a highly negative review, writing "If this is supposed to be such a smart and wise show, unlike anything else on network TV (blah, blah, blah), why such a wimpy, phony, quasi-religious, white-light, huggy-bear ending. ... Once Jack stepped into the church it looked like he was walking into a Hollywood wrap party without food or music—just a bunch of actors grinning idiotically for 10 minutes and hugging one another."[125]
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Lost originally aired on the American Broadcasting Company (ABC) from September 22, 2004, to May 23, 2010. The pilot episode had 18.6 million viewers, easily winning its 9:00 pm timeslot, and giving ABC its strongest ratings since 2000 when Who Wants to Be a Millionaire was initially aired—beaten only the following month by the premiere of Desperate Housewives. According to Variety, "ABC sure could use a breakout drama success, as it hasn't had a real hit since The Practice. Lost represents the network's best start for a drama with 18- to 49-year-olds since Once and Again in 1999, and in total viewers since Murder One in 1995."[126]
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For its first season, Lost averaged 16 million viewers, ranking 14th in viewership among prime-time shows and 15th among the eighteen to forty-nine-year-old demographic.[127] Its second season fared equally well: again, Lost ranked 14th in viewership, with an average of 15.5 million viewers. However, it improved its rating with 18- to 49-year-olds, ranking eighth.[128] The second-season premiere was even more viewed than the first, pulling in over 23 million viewers and setting a series record.[129] The third-season premiere brought in 18.8 million viewers. The seventh episode of the season, back from a three-month hiatus, saw a drop to 14.5 million. Over the course of the spring season, ratings would plunge to as low as 11 million viewers before recovering to near 14 million for the season finale. The ratings drop was partially explained when Nielsen released DVR ratings, showing Lost as the most recorded series on television. However, despite overall ratings losses, Lost still won its hour in the crucial 18–49 demographic and put out the highest 18–49 numbers in the 10:00 p.m. time slot ahead of any show on any network that season. The fourth-season premiere saw an increase from the previous episode to 16.1 million viewers,[130] though by the eighth episode, viewers had decreased to a series low of 11.461 million.[130] A survey of 20 countries by Informa Telecoms and Media in 2006 concluded that Lost was the second most popular TV show in those countries, after CSI: Miami.[131] The sixth-season premiere was the first to climb in the ratings year-over-year since the second season, drawing 12.1 million viewers.[132]
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Capping its successful first season, Lost won the Emmy Award for Outstanding Drama Series[133] and J. J. Abrams was awarded an Emmy in September 2005 for his work as the director of "Pilot." Terry O'Quinn and Naveen Andrews were nominated in the Outstanding Supporting Actor in a Drama Series category.[6] Lost swept the guild awards in 2005, winning the Writers Guild of America Awards 2005 for Outstanding Achievement in Writing for a Dramatic Television Series,[134] the 2005 Producers Guild Award for Best Production,[135] the 2005 Director's Guild Award for Best Direction of a Dramatic Television Program,[136] and the Screen Actors Guild Awards 2005 for Best Ensemble Cast.
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It was nominated for a Golden Globe Award for Best Television Drama Series three times (2005–2007), and it won the award in 2006.[137] In 2006, Matthew Fox and Naveen Andrews received Golden Globe nominations for Best Lead Actor in a Drama Series[137] and Best Supporting Actor[137] respectively, and in 2007, Evangeline Lilly received a nomination for Best Actress in a Television Drama Series.[137] Lost was nominated for the 2005 British Academy of Film and Television Award for Best International.[138] In 2006, Jorge Garcia and Michelle Rodriguez took home ALMA Awards for Best Supporting Actor and Actress, respectively, in a Television Series.[139] It won the Saturn Award for Best Television Series in both 2005 and 2006.[140] In 2005, Terry O'Quinn won a Saturn Award for Best Supporting Actor in a television series, and in 2006,[140] Matthew Fox won for Best Lead Actor.[140] Lost won consecutive Television Critics Association Awards for Outstanding Achievement in Drama, for both its first and second seasons.[141] Consecutively as well, it won in 2005 and 2006 the Visual Effects Society Award for Outstanding Supporting Visual Effects in a Broadcast Program.[142][143] Malcolm David Kelley won a Young Artist Award for his performance as Walt in 2006.[144]
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In 2005, Lost was voted Entertainment Weekly's Entertainer of the Year. The show won a 2005 Prism Award for Charlie's drug storyline in the episodes "Pilot", "House of the Rising Sun", and "The Moth."[145] In 2007, Lost was listed as one of Time magazine's "100 Best TV Shows of All-TIME."[76] The series was nominated for but did not win a Writers Guild Award and Producers Guild Award again in 2007.[146] In June 2007, Lost beat out over 20 nominated television shows from countries all over the globe to win the Best Drama award at the Monte Carlo Television Festival. In September 2007, both Michael Emerson and Terry O'Quinn were nominated for an Emmy Award for Outstanding Supporting Actor in a Drama Series, the award going to O'Quinn.[147] Lost was again nominated for Outstanding Drama Series at the 60th Primetime Emmy Awards in 2008. The show also garnered seven other Emmy nominations, including Outstanding Supporting Actor in a Drama Series for Michael Emerson.[6] It won a Peabody Award in 2008.[148] In 2009, Lost was again nominated for Outstanding Drama Series, as well Outstanding Supporting Actor in a Drama Series for Michael Emerson at the 61st Primetime Emmy Awards, of which the latter won.[6]
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In 2010, the sixth and final season was nominated for twelve Emmy Awards at the 62nd Primetime Emmy Awards, including Outstanding Drama Series; Outstanding Writing for a Drama Series, for Carlton Cuse and Damon Lindelof for the show's series finale, "The End"; Outstanding Lead Actor in a Drama Series, for Matthew Fox; Outstanding Supporting Actor in a Drama Series, for Michael Emerson and Terry O'Quinn; and Outstanding Guest Actress in a Drama Series, for Elizabeth Mitchell. It won only one Emmy (Outstanding Single-Camera Picture Editing) out of its twelve nominations for a series total of 11 wins and 55 nominations in its six-year run.[149]
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In 2010, Kristin dos Santos of E! Online ranked Lost the best TV series of the past 20 years.[150] In 2013, the Writers Guild of America ranked Lost No. 27 in its list of the 101 Best Written TV Series of All Time.[151] In 2014, the series was nominated for the TCA Heritage Award.[152] In 2016, Rolling Stone ranked it the fourteenth best science fiction television show ever.[153]
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As a mainstream cult television show, Lost has generated a dedicated and thriving international fan community. Lost fans, sometimes dubbed Lostaways[154] or Losties,[155] have gathered at Comic-Con International and conventions organized by ABC[155][156] but have also been active in developing many fan websites, including Lostpedia and forums dedicated to the program and its related incarnations. Because of the show's elaborate mythology, its fansites have focused on speculation and theorizing about the island's mysteries, as well as on more typical fan activities, such as producing fan fiction and videos, compiling episode transcripts, shipping characters, and collecting memorabilia.[157][158][159]
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Anticipating fan interest and trying to keep its audience engrossed, ABC embarked on various cross-media endeavors, often using new media. Fans of Lost have been able to explore ABC-produced tie-in websites, tie-in novels, an official forum sponsored by the creative team behind Lost ("The Fuselage"), "mobisodes", podcasts by the producers, an official magazine, and an alternate reality game (ARG) "The Lost Experience."[160] An official fanclub was launched in the summer of 2005 through Creation Entertainment.[155]
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Due to the show's popularity, references to it and elements from its story have appeared in parody and popular culture usage. These include appearances on television, such as on the series Will & Grace, Curb Your Enthusiasm, 30 Rock,[161] Scrubs, Modern Family, Orange Is the New Black, Community, The Office, Family Guy, American Dad!, The Simpsons, "Late Night with Jimmy Fallon" ( under the sketch parody title "Late" ), and The Venture Bros..[162] Lost is also featured as an Easter egg in several video games, including Dead Island, Half-Life 2: Episode Two, Fallout 3, Uncharted 2: Among Thieves, World of Warcraft, Just Cause 2, Batman: Arkham City, and Singularity.[163] Similarly, several songs have been published whose themes and titles were derived from the series, such as Moneen ("Don't Ever Tell Locke What He Can't Do"), Veil of Maya ("Namaste"), Cosmo Jarvis ("Lost"), Senses Fail ("Lost and Found" and "All the Best Cowboys Have Daddy Issues"), Gatsbys American Dream ("You All Everybody" and "Station 5: The Pearl"), and Punchline ("Roller Coaster Smoke"). Weezer named their eighth studio album Hurley after the character, with a photo of actor Jorge Garcia on the cover.[164]
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After the episode "Numbers" aired on March 2, 2005, numerous people used the eponymous figures (4, 8, 15, 16, 23, and 42) as lottery entries. According to the Pittsburgh Tribune-Review, within three days, the numbers were tried over 500 times by local players.[165] By October 2005, thousands had tried them for the multi-state Powerball lottery.[166] A study of the Quebec Lottery showed that the sequence was the third most popular choice of numbers for lottery players, behind only the arithmetic sequences 1–2–3–4–5–6 and 7–14–21–28–35–42.[167] The issue came to attention after a Mega Millions drawing for a near-record US$380,000,000 jackpot on January 4, 2011, drew a series of numbers in which the three lowest numbers (4–8–15) and the mega ball (42) matched four of the six numbers. The No. 42 is also the "Mega Number" in Hurley's "Mega Lotto" ticket. The players who played the combination won $150 each (or $118 in California).[168]
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Lost has been cited as a key influence on several of its contemporaries.[169][170] The ABC series FlashForward was heavily compared to Lost, because of its similar use of nonlinear narrative and mysteries.[171][172] J.J. Abrams cited Lost as one of the influences for his science fiction series Fringe.[173] The NBC series Heroes drew comparisons to Lost during its run, because of some similarities such as its ensemble cast. Damon Lindelof was involved in the early stages of the creative process of Heroes, as he was friends with Heroes creator Tim Kring.[174] Ever since its premiere, The 100 has been compared to Lost because of its similar setting and the importance of survival in its story.[175] The TBS comedy Wrecked has been defined as a parody of Lost, because of its very similar premise and multiple references to the drama.[176][177]
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Adam Horowitz and Edward Kitsis, former writers of Lost created the fantasy series Once Upon a Time, which has also been compared to Lost. Even though their series started after Lost ended, they conceived it in 2004.[178] Damon Lindelof was involved in the development of their series.[179] Despite the comparisons and similarities to Lost, the writers intend the shows to be very different from each other. To them, Lost concerned itself with redemption, while Once Upon a Time is about "hope".[180] As a nod to the ties between the production teams of Once Upon a Time and Lost, the former show contains allusions to Lost, and is expected to continue alluding to Lost throughout its run. For example, many items found in the Lost universe, such as Apollo candy bars, Oceanic Airlines, Ajira Airways, the TV series Exposé and MacCutcheon Whisky can be seen in Once Upon a Time.[181]
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In addition to traditional terrestrial and satellite television, Lost is available from various online services, including Amazon Video[182] and Hulu.[183] It was one of the first series issued through Apple's iTunes Store beginning in October 2005.[184] On August 29, 2007, Lost became one of the first TV programs available for download in the UK iTunes Store.[185]
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In April 2006, Disney announced that Lost would be available for free online in streaming format, with advertising, on ABC's website, as part of a two-month experiment of future distribution strategies. The trial, which ran from May to June 2006, caused a stir among network affiliates who were afraid of being cut out of advertising revenue. The streaming of Lost episodes direct from ABC's website was only available to viewers in the United States due to international licensing agreements.[186][187] In 2009, Lost was named the most-watched show on the Internet based on viewers of episodes on ABC's website. The Nielsen Company reported that 1.425 million unique viewers have watched at least one episode on ABC's website.[188]
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The first season of Lost was released under the title Lost: The Complete First Season as a widescreen seven-disc Region 1 DVD box set on September 6, 2005, two weeks before the premiere of the second season. It was distributed by Buena Vista Home Entertainment. In addition to all the episodes that had been aired, it included several DVD extras, such as episode commentaries, behind-the-scenes footage and making-of features as well as deleted scenes, deleted flashback scenarios, and a blooper reel. The same set was released on November 30, 2005, in Region 4.[189] The season was first released split into two parts: the first twelve episodes of season 1 were available as a widescreen four-disc Region 2 DVD box set on October 31, 2005, while the remaining thirteen episodes of season 1 were released on January 16, 2006.[190] The DVD features available on the Region 1 release were likewise split over the two box sets. The first two seasons were released separately on Blu-ray Disc on June 16, 2009.[191]
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The second season was released under the title Lost: The Complete Second Season – The Extended Experience as a widescreen seven-disc Region 1 DVD box set on September 5, 2006. The sets include several DVD extras, including behind the scenes footage, deleted scenes, and a "Lost Connections" chart, which shows how all of the characters on the island are inter-connected.[192] Again, the season was initially delivered in two sets for Region 2: the first twelve episodes were released as a widescreen four-disc DVD box set on July 17, 2006, while the remaining episodes of season 2 were released as a four-disc DVD box set on October 2, 2006.[193] The set was released in Region 4 on October 4, 2006.
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The third season was released under the title Lost: The Complete Third Season – The Unexplored Experience on DVD and Blu-ray in Region 1 on December 11, 2007.[194] As with seasons 1 and 2, the third season release includes audio commentaries with the cast and crew, bonus featurettes, deleted scenes, and bloopers. The third season was released in Region 2 solely on DVD on October 22, 2007, though this time, only as a complete set, unlike previous seasons.[195]
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The fourth season was released as Lost: The Complete Fourth Season – The Expanded Experience in Region 1 on December 9, 2008, on both DVD and Blu-ray Disc.[196] It was released on DVD in Region 2 on October 20, 2008.[197] The set includes audio commentaries, deleted scenes, bloopers, and bonus featurettes.
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The first three seasons of Lost have sold successfully on DVD. The season 1 box set entered the DVD sales chart at number two in September 2005,[198] and the season 2 box set entered the DVD sales chart at the number one position in its first week of release in September 2006, believed to be the second TV-DVD ever to enter the chart at the top spot.[199] The season 3 box set sold over 1,000,000 copies in three weeks.[200]
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Both the season 6 box set and the complete series collection contained a 12-minute epilogue-like bonus feature called "The New Man in Charge".[201][202] The season 6 DVD set entered the DVD sales chart at the number one position in its first week of release in September 2010 boasting strong sales in the DVD and Blu-ray format for the regular season set as well as for the series box set.[203]
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The characters and setting of Lost have appeared in several official tie-ins outside of the television broadcast, including in print, on the Internet, and in short videos for mobile phones. Three novelizations have been released by Hyperion Books, a publisher owned by Disney, ABC's parent company. They are Endangered Species (ISBN 0-7868-9090-8) and Secret Identity (ISBN 0-7868-9091-6) both by Cathy Hapka and Signs of Life (ISBN 0-7868-9092-4) by Frank Thompson. Additionally, Hyperion published a metafictional book titled Bad Twin (ISBN 1-4013-0276-9), written by Laurence Shames,[204] and credited to fictitious author "Gary Troup", who ABC's marketing department claimed was a passenger on Oceanic Flight 815.
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Several unofficial books relating to the show have also been published. Finding Lost: The Unofficial Guide (ISBN 1-55022-743-2) by Nikki Stafford and published by ECW Press is a book detailing the show for fans and those new to the show. What Can Be Found in Lost? (ISBN 0-7369-2121-4) by John Ankerberg and Dillon Burrough, published by Harvest House is the first book dedicated to an investigation of the spiritual themes of the series from a Christian perspective. Living Lost: Why We're All Stuck on the Island (ISBN 1-891053-02-7) by J. Wood,[205] published by the Garett County Press, is the first work of cultural criticism based on the series. The book explores the show's strange engagement with the contemporary experiences of war, (mis)information, and terrorism and argues that the audience functions as a character in the narrative. The author also writes a blog column[206] during the second part of the third season for Powell's Books. Each post discusses the previous episode's literary, historical, philosophical, and narrative connections.
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The show's networks and producers have made extensive use of the Internet in expanding the background of the story. For example, during the first season, a fictional diary by an unseen survivor called "Janelle Granger" was presented on the ABC web site for the series. Likewise, a tie-in website about the fictional Oceanic Airlines appeared during the first season, which included several Easter eggs and clues about the show. Another tie-in website was launched after the airing of "Orientation" about the Hanso Foundation. In the UK, the interactive back-stories of several characters were included in "Lost Untold", a section of Channel 4's Lost website. Similarly, beginning in November 2005, ABC produced an official podcast, hosted by series writers and executive producers Damon Lindelof and Carlton Cuse. The podcast typically features a discussion about the weekly episode, interviews with cast members, and questions from viewers.[207] Sky1 also hosted a podcast presented by Iain Lee on their website, which analyzed each episode after it aired in the United Kingdom.[208]
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The foray into the online realm culminated in the Lost Experience, an Internet-based alternate reality game produced by Channel 7 (Australia), ABC (America), and Channel Four (UK), which began in early May 2006. The game presents a five-phase parallel storyline, primarily involving the Hanso Foundation.[209]
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Short mini-episodes ("mobisodes") called the Lost Video Diaries were originally scheduled for viewing by Verizon Wireless subscribers via its V-Cast system but were delayed by contract disputes.[210][211] The mobisodes were renamed Lost: Missing Pieces and aired from November 7, 2007, to January 28, 2008.
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In addition to tie-in novels, several other products based on the series, such as toys and games, have been licensed for release. A video game, Lost: Via Domus, was released to average reviews, developed by Ubisoft, for game consoles and home computers,[212] while Gameloft developed a Lost game for mobile phones and iPods.[213] Cardinal Games released a Lost board game on August 7, 2006.[214] TDC Games created a series of four 1000-piece jigsaw puzzles ("The Hatch", "The Numbers", "The Others", and "Before the Crash"), which, when put together, reveal embedded clues to the overall mythology of Lost. Inkworks has published three sets of Lost trading cards, Season One, Season Two, and Revelations.[215] In May 2006, McFarlane Toys announced recurring lines of character action figures[216] and released the first series in November 2006, with the second series being released July 2007. Furthermore, ABC sold a myriad of Lost merchandise in their online store, including clothing, jewelry, and other collectibles.[217] In October 2010, DK Publishing released a 400-page reference titled The Lost Encyclopedia, written by Tara Bennett and Paul Terry. The book compiled information from the TV show producers "writers bible", listing nearly every character, chronological event, location, and plot detail of the series, filling in the gaps for die-hard fans.[218]
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Archimedes of Syracuse (/ˌɑːrkɪˈmiːdiːz/;[2] Ancient Greek: Ἀρχιμήδης, Arkhimḗdēs; Doric Greek: [ar.kʰi.mɛː.dɛ̂ːs]; c. 287 – c. 212 BC) was a Greek mathematician, physicist, engineer, inventor, and astronomer.[3] Although few details of his life are known, he is regarded as one of the leading scientists in classical antiquity. Considered to be the greatest mathematician of ancient history, and one of the greatest of all time,[4][5][6][7][8][9] Archimedes anticipated modern calculus and analysis by applying concepts of infinitesimals and the method of exhaustion to derive and rigorously prove a range of geometrical theorems, including: the area of a circle; the surface area and volume of a sphere; area of an ellipse; the area under a parabola; the volume of a segment of a paraboloid of revolution; the volume of a segment of a hyperboloid of revolution; and the area of a spiral.[10][11]
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Other mathematical achievements include deriving an accurate approximation of pi; defining and investigating the spiral that now bears his name; and creating a system using exponentiation for expressing very large numbers. He was also one of the first to apply mathematics to physical phenomena, founding hydrostatics and statics, including an explanation of the principle of the lever. He is credited with designing innovative machines, such as his screw pump, compound pulleys, and defensive war machines to protect his native Syracuse from invasion.
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Archimedes died during the Siege of Syracuse, where he was killed by a Roman soldier despite orders that he should not be harmed. Cicero describes visiting the tomb of Archimedes, which was surmounted by a sphere and a cylinder, which Archimedes had requested be placed on his tomb to represent his mathematical discoveries.
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Unlike his inventions, the mathematical writings of Archimedes were little known in antiquity. Mathematicians from Alexandria read and quoted him, but the first comprehensive compilation was not made until c. 530 AD by Isidore of Miletus in Byzantine Constantinople, while commentaries on the works of Archimedes written by Eutocius in the 6th century AD opened them to wider readership for the first time. The relatively few copies of Archimedes' written work that survived through the Middle Ages were an influential source of ideas for scientists during the Renaissance, while the discovery in 1906 of previously unknown works by Archimedes in the Archimedes Palimpsest has provided new insights into how he obtained mathematical results.[12][13][14]
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Archimedes was born c. 287 BC in the seaport city of Syracuse, Sicily, at that time a self-governing colony in Magna Graecia. The date of birth is based on a statement by the Byzantine Greek historian John Tzetzes that Archimedes lived for 75 years.[11] In The Sand Reckoner, Archimedes gives his father's name as Phidias, an astronomer about whom nothing else is known. Plutarch wrote in his Parallel Lives that Archimedes was related to King Hiero II, the ruler of Syracuse.[15] A biography of Archimedes was written by his friend Heracleides, but this work has been lost, leaving the details of his life obscure.[16] It is unknown, for instance, whether he ever married or had children. During his youth, Archimedes may have studied in Alexandria, Egypt, where Conon of Samos and Eratosthenes of Cyrene were contemporaries. He referred to Conon of Samos as his friend, while two of his works (The Method of Mechanical Theorems and the Cattle Problem) have introductions addressed to Eratosthenes.[a]
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Archimedes died c. 212 BC during the Second Punic War, when Roman forces under General Marcus Claudius Marcellus captured the city of Syracuse after a two-year-long siege. According to the popular account given by Plutarch, Archimedes was contemplating a mathematical diagram when the city was captured. A Roman soldier commanded him to come and meet General Marcellus but he declined, saying that he had to finish working on the problem. The soldier was enraged by this, and killed Archimedes with his sword. Plutarch also gives a lesser-known account of the death of Archimedes which suggests that he may have been killed while attempting to surrender to a Roman soldier. According to this story, Archimedes was carrying mathematical instruments, and was killed because the soldier thought that they were valuable items. General Marcellus was reportedly angered by the death of Archimedes, as he considered him a valuable scientific asset and had ordered that he must not be harmed.[18] Marcellus called Archimedes "a geometrical Briareus."[19]
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The last words attributed to Archimedes are "Do not disturb my circles", a reference to the circles in the mathematical drawing that he was supposedly studying when disturbed by the Roman soldier. This quote is often given in Latin as "Noli turbare circulos meos," but there is no reliable evidence that Archimedes uttered these words and they do not appear in the account given by Plutarch. Valerius Maximus, writing in Memorable Doings and Sayings in the 1st century AD, gives the phrase as "…sed protecto manibus puluere 'noli' inquit, 'obsecro, istum disturbare'" ("…but protecting the dust with his hands, said 'I beg of you, do not disturb this'"). The phrase is also given in Katharevousa Greek as "μὴ μου τοὺς κύκλους τάραττε!" (Mē mou tous kuklous taratte!).[18]
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The tomb of Archimedes carried a sculpture illustrating his favorite mathematical proof, consisting of a sphere and a cylinder of the same height and diameter. Archimedes had proven that the volume and surface area of the sphere are two thirds that of the cylinder including its bases. In 75 BC, 137 years after his death, the Roman orator Cicero was serving as quaestor in Sicily. He had heard stories about the tomb of Archimedes, but none of the locals were able to give him the location. Eventually he found the tomb near the Agrigentine gate in Syracuse, in a neglected condition and overgrown with bushes. Cicero had the tomb cleaned up, and was able to see the carving and read some of the verses that had been added as an inscription.[20] A tomb discovered in the courtyard of the Hotel Panorama in Syracuse in the early 1960s was claimed to be that of Archimedes, but there was no compelling evidence for this and the location of his tomb today is unknown.[21]
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The standard versions of the life of Archimedes were written long after his death by the historians of Ancient Rome. The account of the siege of Syracuse given by Polybius in his The Histories was written around seventy years after Archimedes' death, and was used subsequently as a source by Plutarch and Livy. It sheds little light on Archimedes as a person, and focuses on the war machines that he is said to have built in order to defend the city.[22]
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The most widely known anecdote about Archimedes tells of how he invented a method for determining the volume of an object with an irregular shape. According to Vitruvius, a votive crown for a temple had been made for King Hiero II of Syracuse, who had supplied the pure gold to be used, and Archimedes was asked to determine whether some silver had been substituted by the dishonest goldsmith.[23] Archimedes had to solve the problem without damaging the crown, so he could not melt it down into a regularly shaped body in order to calculate its density.
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While taking a bath, he noticed that the level of the water in the tub rose as he got in, and realized that this effect could be used to determine the volume of the crown. For practical purposes water is incompressible,[24] so the submerged crown would displace an amount of water equal to its own volume. By dividing the mass of the crown by the volume of water displaced, the density of the crown could be obtained. This density would be lower than that of gold if cheaper and less dense metals had been added. Archimedes then took to the streets naked, so excited by his discovery that he had forgotten to dress, crying "Eureka!" (Greek: "εὕρηκα, heúrēka!, lit. 'I have found [it]!').[23] The test was conducted successfully, proving that silver had indeed been mixed in.[25]
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The story of the golden crown does not appear in the known works of Archimedes. Moreover, the practicality of the method it describes has been called into question, due to the extreme accuracy with which one would have to measure the water displacement.[26] Archimedes may have instead sought a solution that applied the principle known in hydrostatics as Archimedes' principle, which he describes in his treatise On Floating Bodies. This principle states that a body immersed in a fluid experiences a buoyant force equal to the weight of the fluid it displaces.[27] Using this principle, it would have been possible to compare the density of the crown to that of pure gold by balancing the crown on a scale with a pure gold reference sample of the same weight, then immersing the apparatus in water. The difference in density between the two samples would cause the scale to tip accordingly. Galileo considered it "probable that this method is the same that Archimedes followed, since, besides being very accurate, it is based on demonstrations found by Archimedes himself."[28]
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In a 12th-century text titled Mappae clavicula there are instructions on how to perform the weighings in the water in order to calculate the percentage of silver used, and thus solve the problem.[29][30] The Latin poem Carmen de ponderibus et mensuris of the 4th or 5th century describes the use of a hydrostatic balance to solve the problem of the crown, and attributes the method to Archimedes.[29]
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A large part of Archimedes' work in engineering arose from fulfilling the needs of his home city of Syracuse. The Greek writer Athenaeus of Naucratis described how King Hiero II commissioned Archimedes to design a huge ship, the Syracusia, which could be used for luxury travel, carrying supplies, and as a naval warship. The Syracusia is said to have been the largest ship built in classical antiquity.[31] According to Athenaeus, it was capable of carrying 600 people and included garden decorations, a gymnasium and a temple dedicated to the goddess Aphrodite among its facilities. Since a ship of this size would leak a considerable amount of water through the hull, the Archimedes' screw was purportedly developed in order to remove the bilge water. Archimedes' machine was a device with a revolving screw-shaped blade inside a cylinder. It was turned by hand, and could also be used to transfer water from a low-lying body of water into irrigation canals. The Archimedes' screw is still in use today for pumping liquids and granulated solids such as coal and grain. The Archimedes' screw described in Roman times by Vitruvius may have been an improvement on a screw pump that was used to irrigate the Hanging Gardens of Babylon.[32][33] The world's first seagoing steamship with a screw propeller was the SS Archimedes, which was launched in 1839 and named in honor of Archimedes and his work on the screw.[34]
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The Claw of Archimedes is a weapon that he is said to have designed in order to defend the city of Syracuse. Also known as "the ship shaker," the claw consisted of a crane-like arm from which a large metal grappling hook was suspended. When the claw was dropped onto an attacking ship the arm would swing upwards, lifting the ship out of the water and possibly sinking it. There have been modern experiments to test the feasibility of the claw, and in 2005 a television documentary entitled Superweapons of the Ancient World built a version of the claw and concluded that it was a workable device.[35][36]
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Archimedes may have used mirrors acting collectively as a parabolic reflector to burn ships attacking Syracuse.
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The 2nd century AD author Lucian wrote that during the Siege of Syracuse (c. 214–212 BC), Archimedes destroyed enemy ships with fire. Centuries later, Anthemius of Tralles mentions burning-glasses as Archimedes' weapon.[37] The device, sometimes called the "Archimedes heat ray," was used to focus sunlight onto approaching ships, causing them to catch fire. In the modern era, similar devices have been constructed and may be referred to as a heliostat or solar furnace.[38]
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This purported weapon has been the subject of ongoing debate about its credibility since the Renaissance. René Descartes rejected it as false, while modern researchers have attempted to recreate the effect using only the means that would have been available to Archimedes.[39] It has been suggested that a large array of highly polished bronze or copper shields acting as mirrors could have been employed to focus sunlight onto a ship.
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A test of the Archimedes heat ray was carried out in 1973 by the Greek scientist Ioannis Sakkas. The experiment took place at the Skaramagas naval base outside Athens. On this occasion 70 mirrors were used, each with a copper coating and a size of around 5 by 3 feet (1.52 m × 0.91 m). The mirrors were pointed at a plywood mock-up of a Roman warship at a distance of around 160 feet (49 m). When the mirrors were focused accurately, the ship burst into flames within a few seconds. The plywood ship had a coating of tar paint, which may have aided combustion.[40] A coating of tar would have been commonplace on ships in the classical era.[b]
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In October 2005 a group of students from the Massachusetts Institute of Technology carried out an experiment with 127 one-foot (30 cm) square mirror tiles, focused on a mock-up wooden ship at a range of around 100 feet (30 m). Flames broke out on a patch of the ship, but only after the sky had been cloudless and the ship had remained stationary for around ten minutes. It was concluded that the device was a feasible weapon under these conditions. The MIT group repeated the experiment for the television show MythBusters, using a wooden fishing boat in San Francisco as the target. Again some charring occurred, along with a small amount of flame. In order to catch fire, wood needs to reach its autoignition temperature, which is around 300 °C (572 °F).[41][42]
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When MythBusters broadcast the result of the San Francisco experiment in January 2006, the claim was placed in the category of "busted" (i.e. failed) because of the length of time and the ideal weather conditions required for combustion to occur. It was also pointed out that since Syracuse faces the sea towards the east, the Roman fleet would have had to attack during the morning for optimal gathering of light by the mirrors. MythBusters also pointed out that conventional weaponry, such as flaming arrows or bolts from a catapult, would have been a far easier way of setting a ship on fire at short distances.[43]
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In December 2010, MythBusters again looked at the heat ray story in a special edition entitled "President's Challenge". Several experiments were carried out, including a large scale test with 500 schoolchildren aiming mirrors at a mock-up of a Roman sailing ship 400 feet (120 m) away. In all of the experiments, the sail failed to reach the 210 °C (410 °F) required to catch fire, and the verdict was again "busted". The show concluded that a more likely effect of the mirrors would have been blinding, dazzling, or distracting the crew of the ship.[44]
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While Archimedes did not invent the lever, he gave an explanation of the principle involved in his work On the Equilibrium of Planes. Earlier descriptions of the lever are found in the Peripatetic school of the followers of Aristotle, and are sometimes attributed to Archytas.[45][46] According to Pappus of Alexandria, Archimedes' work on levers caused him to remark: "Give me a place to stand on, and I will move the Earth" (Greek: δῶς μοι πᾶ στῶ καὶ τὰν γᾶν κινάσω).[47] Plutarch describes how Archimedes designed block-and-tackle pulley systems, allowing sailors to use the principle of leverage to lift objects that would otherwise have been too heavy to move.[48] Archimedes has also been credited with improving the power and accuracy of the catapult, and with inventing the odometer during the First Punic War. The odometer was described as a cart with a gear mechanism that dropped a ball into a container after each mile traveled.[49]
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Cicero (106–43 BC) mentions Archimedes briefly in his dialogue, De re publica, which portrays a fictional conversation taking place in 129 BC. After the capture of Syracuse c. 212 BC, General Marcus Claudius Marcellus is said to have taken back to Rome two mechanisms, constructed by Archimedes and used as aids in astronomy, which showed the motion of the Sun, Moon and five planets. Cicero mentions similar mechanisms designed by Thales of Miletus and Eudoxus of Cnidus. The dialogue says that Marcellus kept one of the devices as his only personal loot from Syracuse, and donated the other to the Temple of Virtue in Rome. Marcellus' mechanism was demonstrated, according to Cicero, by Gaius Sulpicius Gallus to Lucius Furius Philus, who described it thus:[50][51]
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Hanc sphaeram Gallus cum moveret, fiebat ut soli luna totidem conversionibus in aere illo quot diebus in ipso caelo succederet, ex quo et in caelo sphaera solis fieret eadem illa defectio, et incideret luna tum in eam metam quae esset umbra terrae, cum sol e regione.
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When Gallus moved the globe, it happened that the Moon followed the Sun by as many turns on that bronze contrivance as in the sky itself, from which also in the sky the Sun's globe became to have that same eclipse, and the Moon came then to that position which was its shadow on the Earth, when the Sun was in line.
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This is a description of a planetarium or orrery. Pappus of Alexandria stated that Archimedes had written a manuscript (now lost) on the construction of these mechanisms entitled On Sphere-Making. Modern research in this area has been focused on the Antikythera mechanism, another device built c. 100 BC that was probably designed for the same purpose.[52] Constructing mechanisms of this kind would have required a sophisticated knowledge of differential gearing.[53] This was once thought to have been beyond the range of the technology available in ancient times, but the discovery of the Antikythera mechanism in 1902 has confirmed that devices of this kind were known to the ancient Greeks.[54][55]
|
55 |
+
|
56 |
+
While he is often regarded as a designer of mechanical devices, Archimedes also made contributions to the field of mathematics. Plutarch wrote: "He placed his whole affection and ambition in those purer speculations where there can be no reference to the vulgar needs of life."[56]
|
57 |
+
|
58 |
+
Archimedes was able to use infinitesimals in a way that is similar to modern integral calculus. Through proof by contradiction (reductio ad absurdum), he could give answers to problems to an arbitrary degree of accuracy, while specifying the limits within which the answer lay. This technique is known as the method of exhaustion, and he employed it to approximate the value of π.
|
59 |
+
|
60 |
+
In Measurement of a Circle, he did this by drawing a larger regular hexagon outside a circle then a smaller regular hexagon inside the circle, and progressively doubling the number of sides of each regular polygon, calculating the length of a side of each polygon at each step. As the number of sides increases, it becomes a more accurate approximation of a circle. After four such steps, when the polygons had 96 sides each, he was able to determine that the value of π lay between 31/7 (approx. 3.1429) and 310/71 (approx. 3.1408), consistent with its actual value of approximately 3.1416.[57]
|
61 |
+
|
62 |
+
He also proved that the area of a circle was equal to π multiplied by the square of the radius of the circle (
|
63 |
+
|
64 |
+
|
65 |
+
|
66 |
+
π
|
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|
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r
|
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|
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+
2
|
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|
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|
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|
74 |
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|
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+
{\textstyle \pi r^{2}}
|
76 |
+
|
77 |
+
). In On the Sphere and Cylinder, Archimedes postulates that any magnitude when added to itself enough times will exceed any given magnitude. This is the Archimedean property of real numbers.[58]
|
78 |
+
|
79 |
+
In Measurement of a Circle, Archimedes gives the value of the square root of 3 as lying between 265/153 (approximately 1.7320261) and 1351/780 (approximately 1.7320512). The actual value is approximately 1.7320508, making this a very accurate estimate. He introduced this result without offering any explanation of how he had obtained it. This aspect of the work of Archimedes caused John Wallis to remark that he was: "as it were of set purpose to have covered up the traces of his investigation as if he had grudged posterity the secret of his method of inquiry while he wished to extort from them assent to his results."[59] It is possible that he used an iterative procedure to calculate these values.[60]
|
80 |
+
|
81 |
+
In The Quadrature of the Parabola, Archimedes proved that the area enclosed by a parabola and a straight line is 4/3 times the area of a corresponding inscribed triangle as shown in the figure at right. He expressed the solution to the problem as an infinite geometric series with the common ratio 1/4:
|
82 |
+
|
83 |
+
If the first term in this series is the area of the triangle, then the second is the sum of the areas of two triangles whose bases are the two smaller secant lines, and so on. This proof uses a variation of the series 1/4 + 1/16 + 1/64 + 1/256 + · · · which sums to 1/3.
|
84 |
+
|
85 |
+
In The Sand Reckoner, Archimedes set out to calculate the number of grains of sand that the universe could contain. In doing so, he challenged the notion that the number of grains of sand was too large to be counted. He wrote:
|
86 |
+
|
87 |
+
There are some, King Gelo (Gelo II, son of Hiero II), who think that the number of the sand is infinite in multitude; and I mean by the sand not only that which exists about Syracuse and the rest of Sicily but also that which is found in every region whether inhabited or uninhabited.
|
88 |
+
|
89 |
+
To solve the problem, Archimedes devised a system of counting based on the myriad. The word itself derives from the Greek μυριάς, murias, for the number 10,000. He proposed a number system using powers of a myriad of myriads (100 million, i.e., 10,000 x 10,000) and concluded that the number of grains of sand required to fill the universe would be 8 vigintillion, or 8×1063.[61]
|
90 |
+
|
91 |
+
The works of Archimedes were written in Doric Greek, the dialect of ancient Syracuse.[62] The written work of Archimedes has not survived as well as that of Euclid, and seven of his treatises are known to have existed only through references made to them by other authors. Pappus of Alexandria mentions On Sphere-Making and another work on polyhedra, while Theon of Alexandria quotes a remark about refraction from the now-lost Catoptrica.[c] During his lifetime, Archimedes made his work known through correspondence with the mathematicians in Alexandria. The writings of Archimedes were first collected by the Byzantine Greek architect Isidore of Miletus (c. 530 AD), while commentaries on the works of Archimedes written by Eutocius in the sixth century AD helped to bring his work a wider audience. Archimedes' work was translated into Arabic by Thābit ibn Qurra (836–901 AD), and Latin by Gerard of Cremona (c. 1114–1187 AD). During the Renaissance, the Editio Princeps (First Edition) was published in Basel in 1544 by Johann Herwagen with the works of Archimedes in Greek and Latin.[63] Around the year 1586 Galileo Galilei invented a hydrostatic balance for weighing metals in air and water after apparently being inspired by the work of Archimedes.[64]
|
92 |
+
|
93 |
+
There are two volumes to On the Equilibrium of Planes: the being is in fifteen propositions with seven postulates, while the second book is in ten propositions. In this work Archimedes explains the Law of the Lever, stating, "Magnitudes are in equilibrium at distances reciprocally proportional to their weights."
|
94 |
+
|
95 |
+
Archimedes uses the principles derived to calculate the areas and centers of gravity of various geometric figures including triangles, parallelograms and parabolas.[65]
|
96 |
+
|
97 |
+
This is a short work consisting of three propositions. It is written in the form of a correspondence with Dositheus of Pelusium, who was a student of Conon of Samos. In Proposition II, Archimedes gives an approximation of the value of pi (π), showing that it is greater than 223/71 and less than 22/7.
|
98 |
+
|
99 |
+
This work of 28 propositions is also addressed to Dositheus. The treatise defines what is now called the Archimedean spiral. It is the locus of points corresponding to the locations over time of a point moving away from a fixed point with a constant speed along a line which rotates with constant angular velocity. Equivalently, in polar coordinates (r, θ) it can be described by the equation
|
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|
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|
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r
|
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=
|
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a
|
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+
|
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b
|
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+
θ
|
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+
|
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|
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+
{\displaystyle \,r=a+b\theta }
|
113 |
+
|
114 |
+
with real numbers a and b.
|
115 |
+
|
116 |
+
This is an early example of a mechanical curve (a curve traced by a moving point) considered by a Greek mathematician.
|
117 |
+
|
118 |
+
In this two-volume treatise addressed to Dositheus, Archimedes obtains the result of which he was most proud, namely the relationship between a sphere and a circumscribed cylinder of the same height and diameter. The volume is 4/3πr3 for the sphere, and 2πr3 for the cylinder. The surface area is 4πr2 for the sphere, and 6πr2 for the cylinder (including its two bases), where r is the radius of the sphere and cylinder. The sphere has a volume two-thirds that of the circumscribed cylinder. Similarly, the sphere has an area two-thirds that of the cylinder (including the bases). A sculpted sphere and cylinder were placed on the tomb of Archimedes at his request.
|
119 |
+
|
120 |
+
This is a work in 32 propositions addressed to Dositheus. In this treatise Archimedes calculates the areas and volumes of sections of cones, spheres, and paraboloids.
|
121 |
+
|
122 |
+
In the first part of this two-volume treatise, Archimedes spells out the law of equilibrium of fluids, and proves that water will adopt a spherical form around a center of gravity. This may have been an attempt at explaining the theory of contemporary Greek astronomers such as Eratosthenes that the Earth is round. The fluids described by Archimedes are not self-gravitating, since he assumes the existence of a point towards which all things fall in order to derive the spherical shape.
|
123 |
+
|
124 |
+
In the second part, he calculates the equilibrium positions of sections of paraboloids. This was probably an idealization of the shapes of ships' hulls. Some of his sections float with the base under water and the summit above water, similar to the way that icebergs float. Archimedes' principle of buoyancy is given in the work, stated as follows:
|
125 |
+
|
126 |
+
Any body wholly or partially immersed in a fluid experiences an upthrust equal to, but opposite in sense to, the weight of the fluid displaced.
|
127 |
+
|
128 |
+
In this work of 24 propositions addressed to Dositheus, Archimedes proves by two methods that the area enclosed by a parabola and a straight line is 4/3 multiplied by the area of a triangle with equal base and height. He achieves this by calculating the value of a geometric series that sums to infinity with the ratio 1/4.
|
129 |
+
|
130 |
+
Also known as Loculus of Archimedes or Archimedes' Box,[66] this is a dissection puzzle similar to a Tangram, and the treatise describing it was found in more complete form in the Archimedes Palimpsest. Archimedes calculates the areas of the 14 pieces which can be assembled to form a square. Research published by Dr. Reviel Netz of Stanford University in 2003 argued that Archimedes was attempting to determine how many ways the pieces could be assembled into the shape of a square. Dr. Netz calculates that the pieces can be made into a square 17,152 ways.[67] The number of arrangements is 536 when solutions that are equivalent by rotation and reflection have been excluded.[68] The puzzle represents an example of an early problem in combinatorics.
|
131 |
+
|
132 |
+
The origin of the puzzle's name is unclear, and it has been suggested that it is taken from the Ancient Greek word for 'throat' or 'gullet', stomachos (στόμαχος).[69] Ausonius refers to the puzzle as Ostomachion, a Greek compound word formed from the roots of osteon (ὀστέον, 'bone') and machē (μάχη, 'fight').[66]
|
133 |
+
|
134 |
+
This work was discovered by Gotthold Ephraim Lessing in a Greek manuscript consisting of a poem of 44 lines, in the Herzog August Library in Wolfenbüttel, Germany in 1773. It is addressed to Eratosthenes and the mathematicians in Alexandria. Archimedes challenges them to count the numbers of cattle in the Herd of the Sun by solving a number of simultaneous Diophantine equations. There is a more difficult version of the problem in which some of the answers are required to be square numbers. This version of the problem was first solved by A. Amthor[70] in 1880, and the answer is a very large number, approximately 7.760271×10206544.[71]
|
135 |
+
|
136 |
+
In this treatise, also known as Psammites, Archimedes counts the number of grains of sand that will fit inside the universe. This book mentions the heliocentric theory of the solar system proposed by Aristarchus of Samos, as well as contemporary ideas about the size of the Earth and the distance between various celestial bodies. By using a system of numbers based on powers of the myriad, Archimedes concludes that the number of grains of sand required to fill the universe is 8×1063 in modern notation. The introductory letter states that Archimedes' father was an astronomer named Phidias. The Sand Reckoner is the only surviving work in which Archimedes discusses his views on astronomy.[72]
|
137 |
+
|
138 |
+
This treatise was thought lost until the discovery of the Archimedes Palimpsest in 1906. In this work Archimedes uses infinitesimals, and shows how breaking up a figure into an infinite number of infinitely small parts can be used to determine its area or volume. Archimedes may have considered this method lacking in formal rigor, so he also used the method of exhaustion to derive the results. As with The Cattle Problem, The Method of Mechanical Theorems was written in the form of a letter to Eratosthenes in Alexandria.
|
139 |
+
|
140 |
+
Archimedes' Book of Lemmas or Liber Assumptorum is a treatise with fifteen propositions on the nature of circles. The earliest known copy of the text is in Arabic. The scholars T.L. Heath and Marshall Clagett argued that it cannot have been written by Archimedes in its current form, since it quotes Archimedes, suggesting modification by another author. The Lemmas may be based on an earlier work by Archimedes that is now lost.[73]
|
141 |
+
|
142 |
+
It has also been claimed that Heron's formula for calculating the area of a triangle from the length of its sides was known to Archimedes.[d] However, the first reliable reference to the formula is given by Heron of Alexandria in the 1st century AD.[74]
|
143 |
+
|
144 |
+
The foremost document containing the work of Archimedes is the Archimedes Palimpsest. In 1906, the Danish professor Johan Ludvig Heiberg visited Constantinople and examined a 174-page goatskin parchment of prayers written in the 13th century AD. He discovered that it was a palimpsest, a document with text that had been written over an erased older work. Palimpsests were created by scraping the ink from existing works and reusing them, which was a common practice in the Middle Ages as vellum was expensive. The older works in the palimpsest were identified by scholars as 10th century AD copies of previously unknown treatises by Archimedes.[75] The parchment spent hundreds of years in a monastery library in Constantinople before being sold to a private collector in the 1920s. On October 29, 1998 it was sold at auction to an anonymous buyer for $2 million at Christie's in New York.[76]
|
145 |
+
|
146 |
+
The palimpsest holds seven treatises, including the only surviving copy of On Floating Bodies in the original Greek. It is the only known source of The Method of Mechanical Theorems, referred to by Suidas and thought to have been lost forever. Stomachion was also discovered in the palimpsest, with a more complete analysis of the puzzle than had been found in previous texts. The palimpsest is now stored at the Walters Art Museum in Baltimore, Maryland, where it has been subjected to a range of modern tests including the use of ultraviolet and x-ray light to read the overwritten text.[77]
|
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+
|
148 |
+
The treatises in the Archimedes Palimpsest include:
|
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Illegitimate:
|
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|
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+
Louis XIV (Louis Dieudonné; 5 September 1638 – 1 September 1715), known as Louis the Great (Louis le Grand) or the Sun King (le Roi Soleil), was King of France from 14 May 1643 until his death in 1715. His reign of 72 years and 110 days is the longest recorded of any monarch of a sovereign country in European history.[1][a] Louis XIV's France was emblematic of the age of absolutism in Europe.[2]
|
6 |
+
|
7 |
+
Louis began his personal rule of France in 1661, after the death of his chief minister, the Italian Cardinal Mazarin.[3] An adherent of the concept of the divine right of kings, Louis continued his predecessors' work of creating a centralised state governed from the capital. He sought to eliminate the remnants of feudalism persisting in parts of France and, by compelling many members of the nobility to inhabit his lavish Palace of Versailles, succeeded in pacifying the aristocracy, many members of which had participated in the Fronde rebellion during Louis' minority. By these means he became one of the most powerful French monarchs and consolidated a system of absolute monarchical rule in France that endured until the French Revolution. He also enforced uniformity of religion under the Gallican Catholic Church. His revocation of the Edict of Nantes abolished the rights of the Huguenot Protestant minority and subjected them to a wave of dragonnades, effectively forcing Huguenots to emigrate or convert, and virtually destroying the French Protestant community.
|
8 |
+
|
9 |
+
The Sun King surrounded himself with a variety of significant political, military, and cultural figures such as Mazarin, Colbert, Louvois, the Grand Condé, Turenne, Vauban, Boulle, Molière, Racine, Boileau, La Fontaine, Lully, Charpentier, Marais, Le Brun, Rigaud, Bossuet, Le Vau, Mansart, Charles, Claude Perrault, and Le Nôtre.
|
10 |
+
|
11 |
+
During Louis' long reign, France emerged as the leading European power, and regularly asserted its military strength. A conflict with Spain marked his entire childhood, while during his personal rule, the kingdom took part in three major continental conflicts, each against powerful foreign alliances: the Franco-Dutch War, the War of the League of Augsburg, and the War of the Spanish Succession. In addition, France also contested shorter wars such as the War of Devolution and the War of the Reunions. Warfare defined the foreign policy of Louis XIV and his personality shaped his approach. Impelled by "a mix of commerce, revenge, and pique", Louis sensed that warfare was the ideal way to enhance his glory. In peacetime he concentrated on preparing for the next war. He taught his diplomats that their job was to create tactical and strategic advantages for the French military.[4]
|
12 |
+
|
13 |
+
Louis XIV was born on 5 September 1638 in the Château de Saint-Germain-en-Laye, to Louis XIII and Anne of Austria. He was named Louis Dieudonné (Louis the God-given)[5] and bore the traditional title of French heirs apparent: Dauphin.[6] At the time of his birth, his parents had been married for 23 years. His mother had experienced four stillbirths between 1619 and 1631. Leading contemporaries thus regarded him as a divine gift and his birth a miracle of God.
|
14 |
+
|
15 |
+
Sensing imminent death, Louis XIII decided to put his affairs in order in the spring of 1643, when Louis XIV was four years old. In defiance of custom, which would have made Queen Anne the sole Regent of France, the king decreed that a regency council would rule on his son's behalf. His lack of faith in Queen Anne's political abilities was his primary rationale. He did, however, make the concession of appointing her head of the council.
|
16 |
+
|
17 |
+
Louis' relationship with his mother was uncommonly affectionate for the time. Contemporaries and eyewitnesses claimed that the Queen would spend all her time with Louis. Both were greatly interested in food and theatre, and it is highly likely that Louis developed these interests through his close relationship with his mother. This long-lasting and loving relationship can be evidenced by excerpts in Louis' journal entries, such as:
|
18 |
+
|
19 |
+
"Nature was responsible for the first knots which tied me to my mother. But attachments formed later by shared qualities of the spirit are far more difficult to break than those formed merely by blood."[7]
|
20 |
+
|
21 |
+
It was his mother who gave Louis his belief in the absolute and divine power of his monarchical rule.[8]
|
22 |
+
|
23 |
+
During his childhood, he was taken care of by the governesses Françoise de Lansac and Marie-Catherine de Senecey. In 1646, Nicolas V de Villeroy became the young king's tutor. Louis XIV became friends with Villeroy's young children, particularly François de Villeroy, and divided his time between the Palais-Royal and the nearby Hotel de Villeroy.
|
24 |
+
|
25 |
+
On 14 May 1643, with Louis XIII dead, Queen Anne had her husband's will annulled by the Parlement de Paris (a judicial body comprising mostly nobles and high clergymen).[9] This action abolished the regency council and made Anne sole Regent of France. Anne exiled some of her husband's ministers (Chavigny, Bouthilier), and she nominated Brienne as her minister of foreign affairs.[10] Anne also nominated Saint Vincent de Paul as her spiritual adviser, which helped her deal with religious policy and the Jansenism question.[11]
|
26 |
+
|
27 |
+
Anne kept the direction of religious policy strongly in her hand until 1661; her most important political decisions were to nominate Cardinal Mazarin as her chief minister and the continuation of her late husband's and Cardinal Richelieu's policy, despite their persecution of her, for the sake of her son. Anne wanted to give her son absolute authority and a victorious kingdom. Her rationales for choosing Mazarin were mainly his ability and his total dependence on her, at least until 1653 when she was no longer regent. Anne protected Mazarin by arresting and exiling her followers who conspired against him in 1643: the Duke of Beaufort and Marie de Rohan.[12] She left the direction of the daily administration of policy to Cardinal Mazarin.
|
28 |
+
|
29 |
+
The best example of Anne's statesmanship and the partial change in her heart towards her native Spain is seen in her keeping of one of Richelieu's men, the Chancellor of France Pierre Séguier, in his post. Séguier was the person who had interrogated Anne in 1637, treating her like a "common criminal" as she described her treatment following the discovery that she was giving military secrets and information to Spain. Anne was virtually under house arrest for a number of years during her husband's rule. By keeping him in his post, Anne was giving a sign that the interests of France and her son Louis were the guiding spirit of all her political and legal actions. Though not necessarily opposed to Spain, she sought to end the war with a French victory, in order to establish a lasting peace between the Catholic nations.
|
30 |
+
|
31 |
+
The Queen also gave a partial Catholic orientation to French foreign policy. This was felt by the Netherlands, France's Protestant ally, which negotiated a separate peace with Spain in 1648.[13]
|
32 |
+
|
33 |
+
In 1648, Anne and Mazarin successfully negotiated the Peace of Westphalia, which ended the Thirty Years' War. Its terms ensured Dutch independence from Spain, awarded some autonomy to the various German princes of the Holy Roman Empire, and granted Sweden seats on the Imperial Diet and territories to control the mouths of the Oder, Elbe, and Weser rivers. France, however, profited most from the settlement. Austria, ruled by the Habsburg Emperor Ferdinand III, ceded all Habsburg lands and claims in Alsace to France and acknowledged her de facto sovereignty over the Three Bishoprics of Metz, Verdun, and Toul. Moreover, eager to emancipate themselves from Habsburg domination, petty German states sought French protection. This anticipated the formation of the 1658 League of the Rhine, leading to the further diminution of Imperial power.
|
34 |
+
|
35 |
+
As the Thirty Years' War came to an end, a civil war known as the Fronde (after the slings used to smash windows) erupted in France. It effectively checked France's ability to exploit the Peace of Westphalia. Anne and Mazarin had largely pursued the policies of Cardinal Richelieu, augmenting the Crown's power at the expense of the nobility and the Parlements. Anne interfered much more in internal policy than foreign affairs; she was a very proud queen who insisted on the divine rights of the King of France.[citation needed]
|
36 |
+
|
37 |
+
All this led her to advocate a forceful policy in all matters relating to the King's authority, in a manner that was much more radical than the one proposed by Mazarin. The Cardinal depended totally on Anne's support and had to use all his influence on the Queen to avoid nullifying, but to restrain some of her radical actions. Anne imprisoned any aristocrat or member of parliament who challenged her will; her main aim was to transfer to her son an absolute authority in the matters of finance and justice. One of the leaders of the Parlement of Paris, whom she had jailed, died in prison.[14]
|
38 |
+
|
39 |
+
The Frondeurs, political heirs of the disaffected feudal aristocracy, sought to protect their traditional feudal privileges from the increasingly centralized royal government. Furthermore, they believed their traditional influence and authority was being usurped by the recently ennobled bureaucrats (the Noblesse de Robe, or "nobility of the robe"), who administered the kingdom and on whom the monarchy increasingly began to rely. This belief intensified the nobles' resentment.[citation needed]
|
40 |
+
|
41 |
+
In 1648, Anne and Mazarin attempted to tax members of the Parlement de Paris. The members refused to comply and ordered all of the king's earlier financial edicts burned. Buoyed by the victory of Louis, duc d’Enghien (later known as le Grand Condé) at the Battle of Lens, Mazarin, on Queen Anne's insistence, arrested certain members in a show of force.[15] The most important arrest, from Anne's point of view, concerned Pierre Broussel, one of the most important leaders in the Parlement de Paris.
|
42 |
+
|
43 |
+
People in France were complaining about the expansion of royal authority, the high rate of taxation, and the reduction of the authority of the Parlement de Paris and other regional representative entities. Paris erupted in rioting as a result, and Anne was forced, under intense pressure, to free Broussel. Moreover, a mob of angry Parisians broke into the royal palace and demanded to see their king. Led into the royal bedchamber, they gazed upon Louis, who was feigning sleep, were appeased, and then quietly departed. The threat to the royal family prompted Anne to flee Paris with the king and his courtiers.
|
44 |
+
|
45 |
+
Shortly thereafter, the conclusion of the Peace of Westphalia allowed Condé's army to return to aid Louis and his court. Condé's family was close to Anne at that time, and he agreed to help her attempt to restore the king's authority.[16] The queen's army, headed by Condé, attacked the rebels in Paris; the rebels were under the political control of Anne's old friend Marie de Rohan. Beaufort, who had escaped from the prison where Anne had incarcerated him five years before, was the military leader in Paris, under the nominal control of Conti. After a few battles, a political compromise was reached; the Peace of Rueil was signed, and the court returned to Paris.
|
46 |
+
|
47 |
+
Unfortunately for Anne, her partial victory depended on Condé, who wanted to control the queen and destroy Mazarin's influence. It was Condé's sister who pushed him to turn against the queen. After striking a deal with her old friend Marie de Rohan, who was able to impose the nomination of Charles de l'Aubespine, marquis de Châteauneuf as minister of justice, Anne arrested Condé, his brother Armand de Bourbon, Prince of Conti, and the husband of their sister Anne Genevieve de Bourbon, duchess of Longueville. This situation did not last long, and Mazarin's unpopularity led to the creation of a coalition headed mainly by Marie de Rohan and the duchess of Longueville. This aristocratic coalition was strong enough to liberate the princes, exile Mazarin, and impose a condition of virtual house arrest on Queen Anne.
|
48 |
+
|
49 |
+
All these events were witnessed by Louis and largely explained his later distrust of Paris and the higher aristocracy.[17] "In one sense, Louis' childhood came to an end with the outbreak of the Fronde. It was not only that life became insecure and unpleasant – a fate meted out to many children in all ages – but that Louis had to be taken into the confidence of his mother and Mazarin and political and military matters of which he could have no deep understanding".[18] "The family home became at times a near-prison when Paris had to be abandoned, not in carefree outings to other chateaux but in humiliating flights".[18] The royal family was driven out of Paris twice in this manner, and at one point Louis XIV and Anne were held under virtual arrest in the royal palace in Paris. The Fronde years planted in Louis a hatred of Paris and a consequent determination to move out of the ancient capital as soon as possible, never to return.[19]
|
50 |
+
|
51 |
+
Just as the first Fronde (the Fronde parlementaire of 1648–1649) ended, a second one (the Fronde des princes of 1650–1653) began. Unlike that which preceded it, tales of sordid intrigue and half-hearted warfare characterized this second phase of upper-class insurrection. To the aristocracy, this rebellion represented a protest against and a reversal of their political demotion from vassals to courtiers. It was headed by the highest-ranking French nobles, among them Louis' uncle Gaston, Duke of Orléans and first cousin Anne Marie Louise d'Orléans, Duchess of Montpensier, known as la Grande Mademoiselle; Princes of the Blood such as Condé, his brother Armand de Bourbon, Prince of Conti, and their sister the Duchess of Longueville; dukes of legitimised royal descent, such as Henri, Duke of Longueville, and François, Duke of Beaufort; so-called "foreign princes" such as Frédéric Maurice, Duke of Bouillon, his brother Marshal Turenne, and Marie de Rohan, Duchess of Chevreuse; and scions of France's oldest families, such as François de La Rochefoucauld.
|
52 |
+
|
53 |
+
Queen Anne played the most important role in defeating the Fronde because she wanted to transfer absolute authority to her son. In addition, most of the princes refused to deal with Mazarin, who went into exile for a number of years. The Frondeurs claimed to act on Louis' behalf, and in his real interest against his mother and Mazarin.
|
54 |
+
|
55 |
+
Queen Anne had a very close relationship with the Cardinal, and many observers believed that Mazarin became Louis XIV's stepfather by a secret marriage to Queen Anne.[20] However, Louis' coming-of-age and subsequent coronation deprived them of the Frondeurs' pretext for revolt. The Fronde thus gradually lost steam and ended in 1653, when Mazarin returned triumphantly from exile. From that time until his death, Mazarin was in charge of foreign and financial policy without the daily supervision of Anne, who was no longer regent.[21]
|
56 |
+
|
57 |
+
During this period, Louis fell in love with Mazarin's niece Marie Mancini, but Anne and Mazarin ended the king's infatuation by sending Mancini away from court to be married in Italy. While Mazarin might have been tempted for a short period of time to marry his niece to the King of France, Queen Anne was absolutely against this; she wanted to marry her son to the daughter of her brother, Philip IV of Spain, for both dynastic and political reasons. Mazarin soon supported the Queen's position because he knew that her support for his power and his foreign policy depended on making peace with Spain from a strong position and on the Spanish marriage. Additionally, Mazarin's relations with Marie Mancini were not good, and he did not trust her to support his position. All of Louis' tears and his supplications to his mother did not make her change her mind; the Spanish marriage was very important both for its role in ending the war between France and Spain, and because many of the claims and objectives of Louis' foreign policy in the next 50 years would be based on this marriage.[22]
|
58 |
+
|
59 |
+
Louis XIV was declared to have reached the age of majority on 7 September 1651. On the death of Mazarin, in March 1661, Louis assumed personal control of the reins of government and astonished his court by declaring that he would rule without a chief minister: "Up to this moment I have been pleased to entrust the government of my affairs to the late Cardinal. It is now time that I govern them myself. You [he was talking to the secretaries and ministers of state] will assist me with your counsels when I ask for them. I request and order you to seal no orders except by my command . . . I order you not to sign anything, not even a passport . . . without my command; to render account to me personally each day and to favor no one".[23] Louis was able to capitalize on the widespread public yearning for law and order, that resulted from prolonged foreign wars and domestic civil strife, to further consolidate central political authority and reform at the expense of the feudal aristocracy. Praising his ability to choose and encourage men of talent, the historian Chateaubriand noted: "it is the voice of genius of all kinds which sounds from the tomb of Louis".[24]
|
60 |
+
|
61 |
+
Louis began his personal reign with administrative and fiscal reforms. In 1661, the treasury verged on bankruptcy. To rectify the situation, Louis chose Jean-Baptiste Colbert as Controller-General of Finances in 1665. However, Louis first had to neutralize Nicolas Fouquet, the Superintendent of Finances, in order to give Colbert a free hand. Although Fouquet's financial indiscretions were not very different from Mazarin's before him or Colbert's after him, his ambition was worrying to Louis. He had, for example, built an opulent château at Vaux-le-Vicomte where he entertained Louis and his court ostentatiously, as if he were wealthier than the king himself. The court was left with the impression that the vast sums of money needed to support his lifestyle could only have been obtained through embezzlement of government funds.
|
62 |
+
|
63 |
+
Fouquet appeared eager to succeed Mazarin and Richelieu in assuming power, and he indiscreetly purchased and privately fortified the remote island of Belle Île. These acts sealed his doom. Fouquet was charged with embezzlement. The Parlement found him guilty and sentenced him to exile. However, Louis altered the sentence to life-imprisonment and abolished Fouquet's post.
|
64 |
+
|
65 |
+
With Fouquet dismissed, Colbert reduced the national debt through more efficient taxation. The principal taxes included the aides and douanes (both customs duties), the gabelle (a tax on salt), and the taille (a tax on land). The taille was reduced at first; financial officials were forced to keep regular accounts, auctioning certain taxes instead of selling them privately to a favored few, revising inventories and removing unauthorized exemptions (for example, in 1661 only 10 per cent from the royal domain reached the King). Reform proved difficult because the taille was levied by officers of the Crown who had purchased their post at a high price: punishment of abuses necessarily lowered the value of the post. Nevertheless, excellent results were achieved: the deficit of 1661 turned into a surplus in 1666. The interest on the debt was reduced from 52 million to 24 million livres. The taille was reduced to 42 million in 1661 and 35 million in 1665; finally the revenue from indirect taxation progressed from 26 million to 55 million. The revenues of the royal domain were raised from 80,000 livres in 1661 to 5.5 million livres in 1671. In 1661, the receipts were equivalent to 26 million British pounds, of which 10 million reached the treasury. The expenditure was around 18 million pounds, leaving a deficit of 8 million. In 1667, the net receipts had risen to 20 million pounds sterling, while expenditure had fallen to 11 million, leaving a surplus of 9 million pounds.
|
66 |
+
|
67 |
+
To support the reorganized and enlarged army, the panoply of Versailles, and the growing civil administration, the king needed a good deal of money. Finance had always been the weak spot in the French monarchy: methods of collecting taxes were costly and inefficient; direct taxes passed through the hands of many intermediate officials; and indirect taxes were collected by private concessionaries, called tax farmers, who made a substantial profit. Consequently, the state always received far less than what the taxpayers actually paid.
|
68 |
+
|
69 |
+
The main weakness arose from an old bargain between the French crown and nobility: the king might raise taxes without consent if only he refrained from taxing the nobles. Only the "unprivileged" classes paid direct taxes, and this term came to mean the peasants only, since many bourgeois, in one way or another, obtained exemptions.
|
70 |
+
|
71 |
+
The system was outrageously unjust in throwing a heavy tax burden on the poor and helpless. Later, after 1700, the French ministers who were supported by Louis' secret wife Madame De Maintenon, were able to convince the king to change his fiscal policy. Louis was willing enough to tax the nobles but was unwilling to fall under their control, and only towards the close of his reign, under extreme stress of war, was he able, for the first time in French history, to impose direct taxes on the aristocratic elements of the population. This was a step toward equality before the law and toward sound public finance, but so many concessions and exemptions were won by nobles and bourgeois that the reform lost much of its value.[25]
|
72 |
+
|
73 |
+
Louis and Colbert also had wide-ranging plans to bolster French commerce and trade. Colbert's mercantilist administration established new industries and encouraged manufacturers and inventors, such as the Lyon silk manufacturers and the Gobelins manufactory, a producer of tapestries. He invited manufacturers and artisans from all over Europe to France, such as Murano glassmakers, Swedish ironworkers, and Dutch shipbuilders. In this way, he aimed to decrease foreign imports while increasing French exports, hence reducing the net outflow of precious metals from France.
|
74 |
+
|
75 |
+
Louis instituted reforms in military administration through Michel le Tellier and the latter's son François-Michel le Tellier, Marquis de Louvois. They helped to curb the independent spirit of the nobility, imposing order on them at court and in the army. Gone were the days when generals protracted war at the frontiers while bickering over precedence and ignoring orders from the capital and the larger politico-diplomatic picture. The old military aristocracy (the Noblesse d'épée, or "nobility of the sword") ceased to have a monopoly over senior military positions and rank. Louvois, in particular, pledged to modernize the army and re-organize it into a professional, disciplined, well-trained force. He was devoted to the soldiers' material well-being and morale, and even tried to direct campaigns.
|
76 |
+
|
77 |
+
Legal matters did not escape Louis' attention, as is reflected in the numerous "Great Ordinances" he enacted. Pre-revolutionary France was a patchwork of legal systems, with as many legal customs as there were provinces, and two co-existing legal traditions—customary law in the north and Roman civil law in the south.[26] The Grande Ordonnance de Procédure Civile of 1667, also known as the Code Louis, was a comprehensive legal code attempting a uniform regulation of civil procedure throughout legally irregular France. Among other things, it prescribed baptismal, marriage and death records in the state's registers, not the church's, and it strictly regulated the right of the Parlements to remonstrate.[27] The Code Louis played an important part in French legal history as the basis for the Napoleonic code, from which many modern legal codes are, in turn, derived.
|
78 |
+
|
79 |
+
One of Louis' more infamous decrees was the Grande Ordonnance sur les Colonies of 1685, also known as the Code Noir ("black code"). Although it sanctioned slavery, it attempted to humanise the practice by prohibiting the separation of families. Additionally, in the colonies, only Roman Catholics could own slaves, and these had to be baptised.
|
80 |
+
|
81 |
+
Louis ruled through a number of councils:
|
82 |
+
|
83 |
+
The death of his maternal uncle King Philip IV of Spain, in 1665, precipitated the War of Devolution. In 1660, Louis had married Philip IV's eldest daughter, Maria Theresa, as one of the provisions of the 1659 Treaty of the Pyrenees.[29] The marriage treaty specified that Maria Theresa was to renounce all claims to Spanish territory for herself and all her descendants.[29] Mazarin and Lionne, however, made the renunciation conditional on the full payment of a Spanish dowry of 500,000 écus.[30] The dowry was never paid and would later play a part persuading his maternal first cousin Charles II of Spain to leave his empire to Philip, Duke of Anjou (later Philip V of Spain), the grandson of Louis XIV and Maria Theresa.
|
84 |
+
|
85 |
+
The War of Devolution did not focus on the payment of the dowry; rather, the lack of payment was what Louis XIV used as a pretext for nullifying Maria Theresa's renunciation of her claims, allowing the land to "devolve" to him. In Brabant (the location of the land in dispute), children of first marriages traditionally were not disadvantaged by their parents' remarriages and still inherited property. Louis' wife was Philip IV's daughter by his first marriage, while the new king of Spain, Charles II, was his son by a subsequent marriage. Thus, Brabant allegedly "devolved" to Maria Theresa, giving France a justification to attack the Spanish Netherlands.
|
86 |
+
|
87 |
+
During the Eighty Years' War with Spain, France supported the Dutch Republic as part of a general policy of opposing Habsburg power. Johan de Witt, Dutch Grand Pensionary from 1653 to 1672, viewed them as crucial for Dutch security and against his domestic Orangist opponents. Louis provided support in the 1665-1667 Second Anglo-Dutch War but used the opportunity to launch the War of Devolution in 1667. This captured Franche-Comté and much of the Spanish Netherlands; French expansion in this area was a direct threat to Dutch economic interests.[31]
|
88 |
+
|
89 |
+
The Dutch opened talks with Charles II of England on a common diplomatic front against France, leading to the Triple Alliance, between England, the Dutch and Sweden. The threat of an escalation and a secret treaty to divide Spanish possessions with Emperor Leopold, the other major claimant to the throne of Spain, led Louis to relinquish many of his gains in the 1668 Treaty of Aix-la-Chapelle.[32]
|
90 |
+
|
91 |
+
Louis placed little reliance on his agreement with Leopold and as it was now clear French and Dutch aims were in direct conflict, he decided to first defeat the Republic, then seize the Spanish Netherlands. This required breaking up the Triple Alliance; he paid Sweden to remain neutral and signed the 1670 Secret Treaty of Dover with Charles, an Anglo-French alliance against the Dutch Republic. In May 1672, France invaded the Republic, supported by Münster and the Electorate of Cologne.[33]
|
92 |
+
|
93 |
+
Rapid French advance led to a coup that toppled De Witt and brought William III to power. Leopold viewed French expansion into the Rhineland as an increasing threat, especially after their seizure of the strategic Duchy of Lorraine in 1670. The prospect of Dutch defeat led Leopold to an alliance with Brandenburg-Prussia on 23 June, followed by another with the Republic on 25th.[34] Although Brandenburg was forced out of the war by the June 1673 Treaty of Vossem, in August an anti-French alliance was formed by the Dutch, Spain, Emperor Leopold and the Duke of Lorraine.[35]
|
94 |
+
|
95 |
+
The French alliance was deeply unpopular in England, who made peace with the Dutch in the February 1674 Treaty of Westminster. However, French armies held significant advantages over their opponents; an undivided command, talented generals like Turenne, Condé and Luxembourg and vastly superior logistics. Reforms introduced by Louvois, the Secretary of War, helped maintain large field armies that could be mobilised much quicker, allowing them to mount offensives in early spring before their opponents were ready.[36]
|
96 |
+
|
97 |
+
The French were forced to retreat from the Dutch Republic but these advantages allowed them to hold their ground in Alsace and the Spanish Netherlands, while retaking Franche-Comté. By 1678, mutual exhaustion led to the Treaty of Nijmegen, which was generally settled in France's favour and allowed Louis to intervene in the Scanian War. Despite military defeat, his ally Sweden regained much of their losses under the 1679 treaties of Saint-Germain-en-Laye, Fontainebleau and Lund imposed on Denmark-Norway and Brandenburg.[37]
|
98 |
+
|
99 |
+
Louis was at the height of his power, but at the cost of uniting his opponents; this increased as he continued his expansion. In 1679, he dismissed his foreign minister Simon Arnauld, marquis de Pomponne, because he was seen as having compromised too much with the allies. Louis maintained the strength of his army, but in his next series of territorial claims avoided using military force alone. Rather, he combined it with legal pretexts in his efforts to augment the boundaries of his kingdom. Contemporary treaties were intentionally phrased ambiguously. Louis established the Chambers of Reunion to determine the full extent of his rights and obligations under those treaties.
|
100 |
+
|
101 |
+
Cities and territories, such as Luxembourg and Casale, were prized for their strategic positions on the frontier and access to important waterways. Louis also sought Strasbourg, an important strategic crossing on the left bank of the Rhine and theretofore a Free Imperial City of the Holy Roman Empire, annexing it and other territories in 1681. Although a part of Alsace, Strasbourg was not part of Habsburg-ruled Alsace and was thus not ceded to France in the Peace of Westphalia.
|
102 |
+
|
103 |
+
Following these annexations, Spain declared war, precipitating the War of the Reunions. However, the Spanish were rapidly defeated because the Emperor (distracted by the Great Turkish War) abandoned them, and the Dutch only supported them minimally. By the Truce of Ratisbon, in 1684, Spain was forced to acquiesce in the French occupation of most of the conquered territories, for 20 years.[38]
|
104 |
+
|
105 |
+
Louis' policy of the Réunions may have raised France to its greatest size and power during his reign, but it alienated much of Europe. This poor public opinion was compounded by French actions off the Barbary Coast and at Genoa. First, Louis had Algiers and Tripoli, two Barbary pirate strongholds, bombarded to obtain a favourable treaty and the liberation of Christian slaves. Next, in 1684, a punitive mission was launched against Genoa in retaliation for its support for Spain in previous wars. Although the Genoese submitted, and the Doge led an official mission of apology to Versailles, France gained a reputation for brutality and arrogance. European apprehension at growing French might and the realisation of the extent of the dragonnades' effect (discussed below) led many states to abandon their alliance with France.[39] Accordingly, by the late 1680s, France became increasingly isolated in Europe.
|
106 |
+
|
107 |
+
French colonies multiplied in Africa, the Americas, and Asia during Louis' reign, and French explorers made important discoveries in North America. In 1673, Louis Jolliet and Jacques Marquette discovered the Mississippi River. In 1682, René-Robert Cavelier, Sieur de La Salle, followed the Mississippi to the Gulf of Mexico and claimed the vast Mississippi basin in Louis' name, calling it Louisiane. French trading posts were also established in India, at Chandernagore and Pondicherry, and in the Indian Ocean at Île Bourbon. Throughout these regions Louis and Colbert embarked on an extensive program of architecture and urbanism meant to reflect the styles of Versailles and Paris and the 'gloire' of the realm.[40]
|
108 |
+
|
109 |
+
Meanwhile, diplomatic relations were initiated with distant countries. In 1669, Suleiman Aga led an Ottoman embassy to revive the old Franco-Ottoman alliance.[41] Then, in 1682, after the reception of the Moroccan embassy of Mohammed Tenim in France, Moulay Ismail, Sultan of Morocco, allowed French consular and commercial establishments in his country.[42] In 1699, Louis once again received a Moroccan ambassador, Abdallah bin Aisha, and in 1715, he received a Persian embassy led by Mohammad Reza Beg.
|
110 |
+
|
111 |
+
From farther afield, Siam dispatched an embassy in 1684, reciprocated by the French magnificently the next year under Alexandre, Chevalier de Chaumont. This, in turn, was succeeded by another Siamese embassy under Kosa Pan, superbly received at Versailles in 1686. Louis then sent another embassy in 1687, under Simon de la Loubère, and French influence grew at the Siamese court, which granted Mergui as a naval base to France. However, the death of Narai, King of Ayutthaya, the execution of his pro-French minister Constantine Phaulkon, and the Siege of Bangkok in 1688 ended this era of French influence.[43]
|
112 |
+
|
113 |
+
France also attempted to participate actively in Jesuit missions to China. To break the Portuguese dominance there, Louis sent Jesuit missionaries to the court of the Kangxi Emperor in 1685: Jean de Fontaney, Joachim Bouvet, Jean-François Gerbillon, Louis Le Comte, and Claude de Visdelou.[44] Louis also received a Chinese Jesuit, Michael Shen Fu-Tsung, at Versailles in 1684.[45] Furthermore, Louis' librarian and translator Arcadio Huang was Chinese.[46][47]
|
114 |
+
|
115 |
+
By the early 1680s, Louis had greatly augmented French influence in the world. Domestically, he successfully increased the influence of the crown and its authority over the church and aristocracy, thus consolidating absolute monarchy in France.
|
116 |
+
|
117 |
+
Louis initially supported traditional Gallicanism, which limited papal authority in France, and convened an Assembly of the French clergy in November 1681. Before its dissolution eight months later, the Assembly had accepted the Declaration of the Clergy of France, which increased royal authority at the expense of papal power. Without royal approval, bishops could not leave France, and appeals could not be made to the Pope. Additionally, government officials could not be excommunicated for acts committed in pursuance of their duties. Although the king could not make ecclesiastical law, all papal regulations without royal assent were invalid in France. Unsurprisingly, the pope repudiated the Declaration.[3]
|
118 |
+
|
119 |
+
By attaching nobles to his court at Versailles, Louis achieved increased control over the French aristocracy. Apartments were built to house those willing to pay court to the king.[48] However, the pensions and privileges necessary to live in a style appropriate to their rank were only possible by waiting constantly on Louis.[49] For this purpose, an elaborate court ritual was created wherein the king became the centre of attention and was observed throughout the day by the public. With his excellent memory, Louis could then see who attended him at court and who was absent, facilitating the subsequent distribution of favours and positions. Another tool Louis used to control his nobility was censorship, which often involved the opening of letters to discern their author's opinion of the government and king.[48] Moreover, by entertaining, impressing, and domesticating them with extravagant luxury and other distractions, Louis not only cultivated public opinion of him, he also ensured the aristocracy remained under his scrutiny.
|
120 |
+
|
121 |
+
Louis' extravagance at Versailles extended far beyond the scope of elaborate court rituals. Louis took delivery of an African elephant as a gift from the king of Portugal.[50]}} The king encouraged the leading nobles to live at Versailles. This, along with the prohibition of private armies, prevented them from passing time on their own estates and in their regional power bases, from which they historically waged local wars and plotted resistance to royal authority. Louis thus compelled and seduced the old military aristocracy (the "nobility of the sword") into becoming his ceremonial courtiers, further weakening their power. In their place, Louis raised commoners or the more recently ennobled bureaucratic aristocracy (the "nobility of the robe"). He judged that royal authority thrived more surely by filling high executive and administrative positions with these men because they could be more easily dismissed than nobles of ancient lineage, with entrenched influence. It is believed that Louis' policies were rooted in his experiences during the Fronde, when men of high birth readily took up the rebel cause against their king, who was actually the kinsman of some. This victory of Louis' over the nobility may have then in fact ensured the end of major civil wars in France until the French Revolution about a century later.
|
122 |
+
|
123 |
+
In 1648 France was the leading European power, and most of the wars pivoted around its aggressiveness. Only poverty-stricken Russia exceeded it in population, and no one could match its wealth, central location, and very strong professional army. It had largely avoided the devastation of the Thirty Years' War. Its weaknesses included an inefficient financial system that was hard-pressed to pay for all the military adventures, and the tendency of most other powers to gang up against it.
|
124 |
+
|
125 |
+
During the very long reign of King Louis XIV (1643 – 1715), France fought three major wars: the Franco-Dutch War, the War of the League of Augsburg, and the War of the Spanish Succession. There were also two lesser conflicts: the War of Devolution and the War of the Reunions.[51] The wars were very expensive but they defined Louis XIV's foreign policies, and his personality shaped his approach. Impelled "by a mix of commerce, revenge, and pique," Louis sensed that warfare was the ideal way to enhance his glory. In peacetime he concentrated on preparing for the next war. He taught his diplomats that their job was to create tactical and strategic advantages for the French military.[4] By 1695, France retained much of its dominance, but had lost control of the seas to the combination of England and Holland. What's more, most countries, both Protestant and Catholic, were in alliance against it. Vauban, France's leading military strategist, warned the king in 1689 that a hostile "Alliance" was too powerful at sea. He recommended the best way for France to fight back was to license French merchants ships to privateer and seize enemy merchant ships, while avoiding its navies:
|
126 |
+
|
127 |
+
Vauban was pessimistic about France's so-called friends and allies:
|
128 |
+
|
129 |
+
Louis decided to persecute Protestants and revoke the 1598 Edict of Nantes, which awarded Huguenots political and religious freedom. He saw the persistence of Protestantism as a disgraceful reminder of royal powerlessness. After all, the Edict was the pragmatic concession of his grandfather Henry IV to end the longstanding French Wars of Religion. An additional factor in Louis' thinking was the prevailing contemporary European principle to assure socio-political stability, cuius regio, eius religio ("whose realm, his religion"), the idea that the religion of the ruler should be the religion of the realm (as originally confirmed in central Europe in the Peace of Augsburg of 1555).[54]
|
130 |
+
|
131 |
+
Responding to petitions, Louis initially excluded Protestants from office, constrained the meeting of synods, closed churches outside of Edict-stipulated areas, banned Protestant outdoor preachers, and prohibited domestic Protestant migration. He also disallowed Protestant-Catholic intermarriages to which third parties objected, encouraged missions to the Protestants, and rewarded converts to Catholicism.[55] This discrimination did not encounter much Protestant resistance, and a steady conversion of Protestants occurred, especially among the noble elites.
|
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+
|
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In 1681, Louis dramatically increased his persecution of Protestants. The principle of cuius regio, eius religio generally had also meant that subjects who refused to convert could emigrate, but Louis banned emigration and effectively insisted that all Protestants must be converted. Secondly, following the proposal of René de Marillac and the Marquis of Louvois, he began quartering dragoons in Protestant homes. Although this was within his legal rights, the dragonnades inflicted severe financial strain on Protestants and atrocious abuse. Between 300,000 and 400,000 Huguenots converted, as this entailed financial rewards and exemption from the dragonnades.[56]
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On 15 October 1685, Louis issued the Edict of Fontainebleau, which cited the redundancy of privileges for Protestants given their scarcity after the extensive conversions. The Edict of Fontainebleau revoked the Edict of Nantes and repealed all the privileges that arose therefrom.[3] By his edict, Louis no longer tolerated the existence of Protestant groups, pastors, or churches in France. No further churches were to be constructed, and those already existing were to be demolished. Pastors could choose either exile or a secular life. Those Protestants who had resisted conversion were now to be baptised forcibly into the established church.[57]
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Historians have debated Louis' reasons for issuing the Edict of Fontainebleau. He may have been seeking to placate Pope Innocent XI, with whom relations were tense and whose aid was necessary to determine the outcome of a succession crisis in the Electorate of Cologne. He may also have acted to upstage Emperor Leopold I and regain international prestige after the latter defeated the Turks without Louis' help. Otherwise, he may simply have desired to end the remaining divisions in French society dating to the Wars of Religion by fulfilling his coronation oath to eradicate heresy.[58][59]
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Many historians have condemned the Edict of Fontainebleau as gravely harmful to France.[60] In support, they cite the emigration of about 200,000 highly skilled Huguenots (roughly one-fourth of the Protestant population, or 1% of the French population) who defied royal decrees and fled France for various Protestant states, weakening the French economy and enriching that of Protestant states.
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On the other hand, there are historians who view this as an exaggeration. They argue that most of France's preeminent Protestant businessmen and industrialists converted to Catholicism and remained.[61]
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What is certain is that reaction to the Edict was mixed. Even while French Catholic leaders exulted, Pope Innocent XI still argued with Louis over Gallicanism and criticised the use of violence. Protestants across Europe were horrified at the treatment of their co-religionists, but most Catholics in France applauded the move. Nonetheless, it is indisputable that Louis' public image in most of Europe, especially in Protestant regions, was dealt a severe blow.
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In the end, however, despite renewed tensions with the Camisards of south-central France at the end of his reign, Louis may have helped ensure that his successor would experience fewer instances of the religion-based disturbances that had plagued his forebears. French society would sufficiently change by the time of his descendant, Louis XVI, to welcome tolerance in the form of the 1787 Edict of Versailles, also known as the Edict of Tolerance. This restored to non-Catholics their civil rights and the freedom to worship openly.[62] With the advent of the French Revolution in 1789, Protestants were granted equal rights with their Roman Catholic counterparts.
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The War of the League of Augsburg, which lasted from 1688 to 1697, initiated a period of decline in Louis' political and diplomatic fortunes. The conflict arose from two events in the Rhineland. First, in 1685, the Elector Palatine Charles II died. All that remained of his immediate family was Louis' sister-in-law, Elizabeth Charlotte. German law ostensibly barred her from succeeding to her brother's lands and electoral dignity, but it was unclear enough for arguments in favour of Elizabeth Charlotte to have a chance of success. Conversely, the princess was clearly entitled to a division of the family's personal property. Louis pressed her claims to land and chattels, hoping the latter, at least, would be given to her.[63] Then, in 1688, Maximilian Henry of Bavaria, Archbishop of Cologne, an ally of France, died. The archbishopric had traditionally been held by the Wittelsbachs of Bavaria. However, the Bavarian claimant to replace Maximilian Henry, Prince Joseph Clemens of Bavaria, was at that time not more than 17 years old and not even ordained. Louis sought instead to install his own candidate, William Egon of Fürstenberg, to ensure the key Rhenish state remained an ally.[64]
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In light of his foreign and domestic policies during the early 1680s, which were perceived as aggressive, Louis' actions, fostered by the succession crises of the late 1680s, created concern and alarm in much of Europe. This led to the formation of the 1686 League of Augsburg by the Holy Roman Emperor, Spain, Sweden, Saxony, and Bavaria. Their stated intention was to return France to at least the borders agreed to in the Treaty of Nijmegen.[65] Emperor Leopold I's persistent refusal to convert the Truce of Ratisbon into a permanent treaty fed Louis' fears that the Emperor would turn on France and attack the Reunions after settling his affairs in the Balkans.[66]
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Another event that Louis found threatening was the Glorious Revolution of 1688, in England. Although King James II was Catholic, his two Anglican daughters, Mary and Anne, ensured the English people a Protestant succession. However, when James II's son James was born, he took precedence in the succession over his elder sisters. This seemed to herald an era of Catholic monarchs in England. Protestant lords called on the Dutch Prince William III of Orange, grandson of Charles I of England, to come to their aid. He sailed for England with troops despite Louis' warning that France would regard it as a provocation. Witnessing numerous desertions and defections, even among those closest to him, James II fled England. Parliament declared the throne vacant, and offered it to James's daughter Mary II and his son-in-law and nephew William. Vehemently anti-French, William (now William III of England) pushed his new kingdoms into war, thus transforming the League of Augsburg into the Grand Alliance. Before this happened, Louis expected William's expedition to England to absorb his energies and those of his allies, so he dispatched troops to the Rhineland after the expiry of his ultimatum to the German princes requiring confirmation of the Truce of Ratisbon and acceptance of his demands about the succession crises. This military manoeuvre was also intended to protect his eastern provinces from Imperial invasion by depriving the enemy army of sustenance, thus explaining the pre-emptive scorched earth policy pursued in much of southwestern Germany (the "Devastation of the Palatinate").[67]
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French armies were generally victorious throughout the war because of Imperial commitments in the Balkans, French logistical superiority, and the quality of French generals such as Condé's famous pupil, François Henri de Montmorency-Bouteville, duc de Luxembourg. His triumphs at the Battles of Fleurus in 1690, Steenkerque in 1692, and Landen in 1693 preserved northern France from invasion.[68]
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Although an attempt to restore James II failed at the Battle of the Boyne in 1690, France accumulated a string of victories from Flanders in the north, Germany in the east, and Italy and Spain in the south, to the high seas and the colonies. Louis personally supervised the captures of Mons in 1691 and Namur in 1692. Luxembourg gave France the defensive line of the Sambre by capturing Charleroi in 1693. France also overran most of the Duchy of Savoy after the battles of Marsaglia and Staffarde in 1693. While naval stalemate ensued after the French victory at the Battle of Beachy Head in 1690 and the Allied victory at Barfleur-La Hougue in 1692, the Battle of Torroella in 1694 exposed Catalonia to French invasion, culminating in the capture of Barcelona. Although the Dutch captured Pondichéry in 1693, a French raid on the Spanish treasure port of Cartagena, Spain in 1697 yielded a fortune of 10,000,000 livres.
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In July 1695, the city of Namur, occupied for three years by the French, was besieged by an allied army led by William III. Louis XIV ordered the surprise destruction of a Flemish city to divert the attention of these troops. This led to the bombardment of Brussels, in which 4-5000 buildings were destroyed, including the entire city-center. The strategy failed, as Namur fell three weeks later, but harmed Louis XIV's reputation: a century later, Napoleon deemed the bombardment "as barbarous as it was useless."[69]
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Peace was broached by Sweden in 1690. By 1692, both sides evidently wanted peace, and secret bilateral talks began, but to no avail.[70] Louis tried to break up the alliance against him by dealing with individual opponents, but this did not achieve its aim until 1696, when the Savoyards agreed to the Treaty of Turin and switched sides. Thereafter, members of the League of Augsburg rushed to the peace table, and negotiations for a general peace began in earnest, culminating in the Treaty of Ryswick of 1697.[71]
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The Treaty of Ryswick ended the War of the League of Augsburg and disbanded the Grand Alliance. By manipulating their rivalries and suspicions, Louis divided his enemies and broke their power.
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The treaty yielded many benefits for France. Louis secured permanent French sovereignty over all of Alsace, including Strasbourg, and established the Rhine as the Franco-German border (which persists to this day). Pondichéry and Acadia were returned to France, and Louis' de facto possession of Saint-Domingue was recognised as lawful. However, he returned Catalonia and most of the Reunions.
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French military superiority might have allowed him to press for more advantageous terms. Thus, his generosity to Spain with regard to Catalonia has been read as a concession to foster pro-French sentiment and may ultimately have induced King Charles II to name Louis' grandson Philip, Duke of Anjou, as heir to the throne of Spain.[72] In exchange for financial compensation, France renounced its interests in the Electorate of Cologne and the Palatinate. Lorraine, which had been occupied by the French since 1670, was returned to its rightful Duke Leopold, albeit with a right of way to the French military. William and Mary were recognised as joint sovereigns of the British Isles, and Louis withdrew support for James II. The Dutch were given the right to garrison forts in the Spanish Netherlands that acted as a protective barrier against possible French aggression. Though in some respects, the Treaty of Ryswick may appear a diplomatic defeat for Louis since he failed to place client rulers in control of the Palatinate or the Electorate of Cologne, he did in fact fulfill many of the aims laid down in his 1688 ultimatum.[73] In any case, peace in 1697 was desirable to Louis, since France was exhausted from the costs of the war.
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By the time of the Treaty of Ryswick, the Spanish succession had been a source of concern to European leaders for well over forty years. King Charles II ruled a vast empire comprising Spain, Naples, Sicily, Milan, the Spanish Netherlands, and numerous Spanish colonies. He produced no children, however, and consequently had no direct heirs.
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The principal claimants to the throne of Spain belonged to the ruling families of France and Austria. The French claim derived from Louis XIV's mother Anne of Austria (the older sister of Philip IV of Spain) and his wife Maria Theresa (Philip IV's eldest daughter). Based on the laws of primogeniture, France had the better claim as it originated from the eldest daughters in two generations. However, their renunciation of succession rights complicated matters. In the case of Maria Theresa, nonetheless, the renunciation was considered null and void owing to Spain's breach of her marriage contract with Louis. In contrast, no renunciations tainted the claims of the Emperor Leopold I's son Charles, Archduke of Austria, who was a grandson of Philip III's youngest daughter Maria Anna. The English and Dutch feared that a French or Austrian-born Spanish king would threaten the balance of power and thus preferred the Bavarian Prince Joseph Ferdinand, a grandson of Leopold I through his first wife Margaret Theresa of Spain (the younger daughter of Philip IV).
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In an attempt to avoid war, Louis signed the Treaty of the Hague with William III of England in 1698. This agreement divided Spain's Italian territories between Louis's son le Grand Dauphin and the Archduke Charles, with the rest of the empire awarded to Joseph Ferdinand. William III consented to permitting the Dauphin's new territories to become part of France when the latter succeeded to his father's throne.[74] The signatories, however, omitted to consult the ruler of these lands, and Charles II was passionately opposed to the dismemberment of his empire. In 1699, he re-confirmed his 1693 will that named Joseph Ferdinand as his sole successor.[75]
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Six months later, Joseph Ferdinand died. Therefore, in 1700, Louis and William III concluded a fresh partitioning agreement, the Treaty of London. This allocated Spain, the Low Countries, and the Spanish colonies to the Archduke. The Dauphin would receive all of Spain's Italian territories.[76] Charles II acknowledged that his empire could only remain undivided by bequeathing it entirely to a Frenchman or an Austrian. Under pressure from his German wife, Maria Anna of Neuburg, Charles II named the Archduke Charles as his sole heir.
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On his deathbed in 1700, Charles II unexpectedly changed his will. The clear demonstration of French military superiority for many decades before this time, the pro-French faction at the court of Spain, and even Pope Innocent XII convinced him that France was more likely to preserve his empire intact. He thus offered the entire empire to the Dauphin's second son Philip, Duke of Anjou, provided it remained undivided. Anjou was not in the direct line of French succession, thus his accession would not cause a Franco-Spanish union.[76] If Anjou refused, the throne would be offered to his younger brother Charles, Duke of Berry. If the Duke of Berry declined it, it would go to the Archduke Charles, then to the distantly related House of Savoy if Charles declined it.[77]
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Louis was confronted with a difficult choice. He might agree to a partition of the Spanish possessions and avoid a general war, or accept Charles II's will and alienate much of Europe. Initially, Louis may have been inclined to abide by the partition treaties. However, the Dauphin's insistence persuaded Louis otherwise.[78] Moreover, Louis's foreign minister, Jean-Baptiste Colbert, marquis de Torcy, pointed out that war with the Emperor would almost certainly ensue whether Louis accepted the partition treaties or Charles II's will. He emphasised that, should it come to war, William III was unlikely to stand by France since he "made a treaty to avoid war and did not intend to go to war to implement the treaty".[75] Indeed, in the event of a war, it might be preferable to be already in control of the disputed lands. Eventually, therefore, Louis decided to accept Charles II's will. Philip, Duke of Anjou, thus became Philip V, King of Spain.
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Most European rulers accepted Philip as king, though some only reluctantly. Depending on one's views of the war as inevitable or not, Louis acted reasonably or arrogantly.[79] He confirmed that Philip V retained his French rights despite his new Spanish position. Admittedly, he may only have been hypothesising a theoretical eventuality and not attempting a Franco-Spanish union. But his actions were certainly not read as being disinterested. Moreover, Louis sent troops to the Spanish Netherlands to evict Dutch garrisons and secure Dutch recognition of Philip V. In 1701, Philip transferred the asiento (the right to supply slaves to Spanish colonies) to France, alienating English traders. As tensions mounted, Louis decided to acknowledge James Stuart, the son of James II, as king of England on the latter's death, infuriating William III. These actions enraged Britain and the Dutch Republic.[80] With the Holy Roman Emperor and the petty German states, they formed another Grand Alliance and declared war on France in 1702. French diplomacy, however, secured Bavaria, Portugal, and Savoy as Franco-Spanish allies.[81]
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Even before war was officially declared, hostilities began with Imperial aggression in Italy. When finally declared, the War of the Spanish Succession would last almost until Louis's death, at great cost to him and the kingdom of France.
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The war began with French successes, however the joint talents of John Churchill, Duke of Marlborough, and Eugene of Savoy checked these victories and broke the myth of French invincibility. The duo allowed the Palatinate and Austria to occupy Bavaria after their victory at the Battle of Blenheim. Maximilian II Emanuel, Elector of Bavaria, had to flee to the Spanish Netherlands. The impact of this victory won the support of Portugal and Savoy. Later, the Battle of Ramillies delivered the Low Countries up to the Allies, and the Battle of Turin forced Louis to evacuate Italy, leaving it open to Allied forces. Marlborough and Eugene of Savoy met again at the Battle of Oudenarde, which enabled them to mount an invasion of France.
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France established contact with Francis II Rákóczi and promised support if he took up the cause of Hungarian independence.
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Defeats, famine, and mounting debt greatly weakened France. Between 1693 and 1710, over two million people died in two famines, made worse as foraging armies seized food supplies from the villages.[82][83] In his desperation, Louis XIV even ordered a disastrous invasion of the English island of Guernsey in the autumn of 1704 with the aim of raiding their successful harvest. By the winter of 1708–1709, Louis was willing to accept peace at nearly any cost. He agreed that the entire Spanish empire should be surrendered to the Archduke Charles, and he also consented to return to the frontiers of the Peace of Westphalia, giving up all the territories he had acquired over sixty years of his reign. He could not speak for his grandson, however, and could not promise that Philip V would accept these terms. Thus, the Allies demanded that Louis single-handedly attack his own grandson to force these terms on him. If he could not achieve this within the year, the war would resume. Louis could not accept these terms.[84]
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The final phases of the War of the Spanish Succession demonstrated that the Allies could not maintain the Archduke Charles in Spain just as surely as France could not retain the entire Spanish inheritance for King Philip V. The Allies were definitively expelled from central Spain by the Franco-Spanish victories at the Battles of Villaviciosa and Brihuega in 1710. French forces elsewhere remained obdurate despite their defeats. The Allies suffered a Pyrrhic victory at the Battle of Malplaquet with 21,000 casualties, twice that of the French.[85] Eventually, France recovered its military pride with the decisive victory at Denain in 1712.
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French military successes near the end of the war took place against the background of a changed political situation in Austria. In 1705, the Emperor Leopold I died. His elder son and successor, Joseph I, followed him in 1711. His heir was none other than the Archduke Charles, who secured control of all of his brother's Austrian land holdings. If the Spanish empire then fell to him, it would have resurrected a domain as vast as that of Holy Roman Emperor Charles V in the sixteenth century. To the maritime powers of Great Britain and the Dutch Republic, this would have been as undesirable as a Franco-Spanish union.[86]
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As a result of the fresh British perspective on the European balance of power, Anglo-French talks began that culminated in the 1713 Treaty of Utrecht between Louis, Philip V of Spain, Anne, Queen of Great Britain, and the Dutch Republic. In 1714, after losing Landau and Freiburg, the Holy Roman Emperor also made peace with France in the Treaties of Rastatt and Baden.
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In the general settlement, Philip V retained Spain and its colonies, whereas Austria received the Spanish Netherlands and divided Spanish Italy with Savoy. Britain kept Gibraltar and Menorca. Louis agreed to withdraw his support for James Stuart, son of James II and pretender to the throne of Great Britain, and ceded Newfoundland, Rupert's Land, and Acadia in the Americas to Anne. Britain gained most from the Treaty of Utrecht, but the final terms were much more favourable to France than those which were being discussed in peace negotiations in 1709 and 1710.[citation needed] France retained Île-Saint-Jean and Île Royale, and Louis did acquire a few minor European territories, such as the Principality of Orange and the Ubaye Valley, which covered transalpine passes into Italy. Thanks to Louis, his allies the Electors of Bavaria and Cologne were restored to their pre-war status and returned their lands.[87]
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Louis and his wife Maria Theresa of Spain had six children from the marriage contracted for them in 1660. However, only one child, the eldest, survived to adulthood: Louis, le Grand Dauphin, known as Monseigneur. Maria Theresa died in 1683, whereupon Louis remarked that she had never caused him unease on any other occasion.
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Despite evidence of affection early on in their marriage, Louis was never faithful to Maria Theresa. He took a series of mistresses, both official and unofficial. Among the better documented are Louise de La Vallière (with whom he had 5 children; 1661–67), Bonne de Pons d'Heudicourt (1665), Catherine Charlotte de Gramont (1665), Françoise-Athénaïs, Marquise de Montespan (with whom he had 7 children; 1667–80), Anne de Rohan-Chabot (1669–75), Claude de Vin des Œillets (1 child born in 1676), Isabelle de Ludres (1675–78), and Marie Angélique de Scorailles (1679–81), who died at age 19 in childbirth. Through these liaisons, he produced numerous illegitimate children, most of whom he married to members of cadet branches of the royal family.
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Louis proved relatively more faithful to his second wife, Françoise d'Aubigné, Marquise de Maintenon. He first met her through her work caring for his children by Madame de Montespan, noting the care she gave to his favorite, Louis Auguste, Duke of Maine.[88] The king was, at first, put off by her strict religious practice, but he warmed to her through her care for his children.[88]
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When he legitimized his children by Madame de Montespan on 20 December 1673, Françoise d'Aubigné became the royal governess at Saint-Germain.[88] As governess, she was one of very few people permitted to speak to him as an equal, without limits.[88] It is believed that they were married secretly at Versailles on or around 10 October 1683[89] or January 1684.[90] This marriage, though never announced or publicly discussed, was an open secret and lasted until his death.[91]
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Louis was a pious and devout king who saw himself as the head and protector of the Gallican Church. Louis made his devotions daily regardless of where he was, following the liturgical calendar regularly.[92] Under the influence of his very religious second wife, he became much stronger in the practice of his Catholic faith.[93] This included the banning of opera and comedy performances during Lent.[93]
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Towards the middle and the end of his reign, the centre for the King's religious observances was usually the Chapelle Royale at Versailles. Ostentation was a distinguishing feature of daily Mass, annual celebrations, such as those of Holy Week, and special ceremonies.[94] Louis established the Paris Foreign Missions Society, but his informal alliance with the Ottoman Empire was criticised for undermining Christendom.[95]
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Louis generously supported the royal court of France and those who worked under him. He brought the Académie Française under his patronage and became its "Protector". He allowed Classical French literature to flourish by protecting such writers as Molière, Racine, and La Fontaine, whose works remain greatly influential to this day. Louis also patronised the visual arts by funding and commissioning various artists, such as Charles Le Brun, Pierre Mignard, Antoine Coysevox, and Hyacinthe Rigaud, whose works became famous throughout Europe. In music, composers and musicians such as Jean-Baptiste Lully, Jacques Champion de Chambonnières, and François Couperin thrived. In 1661, Louis founded the Académie Royale de Danse, and in 1669, the Académie d'Opéra, important driving events in the evolution of ballet. The King also attracted, supported and patronized such artists as André Charles Boulle who revolutionised marquetry with his art of inlay, today known as "Boulle Work".
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Over the course of four building campaigns, Louis converted a hunting lodge built by Louis XIII into the spectacular Palace of Versailles. With the exception of the current Royal Chapel (built near the end of Louis' reign), the palace achieved much of its current appearance after the third building campaign, which was followed by an official move of the royal court to Versailles on 6 May 1682. Versailles became a dazzling, awe-inspiring setting for state affairs and the reception of foreign dignitaries. At Versailles, the king alone commanded attention.
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Several reasons have been suggested for the creation of the extravagant and stately palace, as well as the relocation of the monarchy's seat. For example, the memoirist Saint-Simon speculated that Louis viewed Versailles as an isolated power center where treasonous cabals could be more readily discovered and foiled.[49] Alternatively, there has been speculation that the revolt of the Fronde caused Louis to hate Paris, which he abandoned for a country retreat. However, his sponsorship of many public works in Paris, such as the establishment of a police force and of street-lighting,[96] lend little credence to this theory. As a further example of his continued care for the capital, Louis constructed the Hôtel des Invalides, a military complex and home to this day for officers and soldiers rendered infirm either by injury or old age. While pharmacology was still quite rudimentary in his day, the Invalides pioneered new treatments and set new standards for hospice treatment. The conclusion of the Treaty of Aix-la-Chapelle, in 1668, also induced Louis to demolish the northern walls of Paris in 1670 and replace them with wide tree-lined boulevards.[97]
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Louis also renovated and improved the Louvre and other royal residences. Gian Lorenzo Bernini was originally to plan additions to the Louvre; however, his plans would have meant the destruction of much of the existing structure, replacing it with an Italian summer villa in the centre of Paris. Bernini's plans were eventually shelved in favour of the elegant Louvre Colonnade designed by three Frenchmen: Louis Le Vau, Charles Le Brun, and Claude Perrault. With the relocation of the court to Versailles, the Louvre was given over to the arts and the public.[98]
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During his visit from Rome, Bernini also executed a renowned portrait bust of the king.
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Few rulers in world history have commemorated themselves in as grand a manner as Louis.[99] Louis used court ritual and the arts to validate and augment his control over France. With his support, Colbert established from the beginning of Louis' personal reign a centralised and institutionalised system for creating and perpetuating the royal image. The King was thus portrayed largely in majesty or at war, notably against Spain. This portrayal of the monarch was to be found in numerous media of artistic expression, such as painting, sculpture, theatre, dance, music, and the almanacs that diffused royal propaganda to the population at large.
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Over his lifetime, Louis commissioned numerous works of art to portray himself, among them over 300 formal portraits. The earliest portrayals of Louis already followed the pictorial conventions of the day in depicting the child king as the majestically royal incarnation of France. This idealisation of the monarch continued in later works, which avoided depictions of the effect of the smallpox that Louis contracted in 1647. In the 1660s, Louis began to be shown as a Roman emperor, the god Apollo, or Alexander the Great, as can be seen in many works of Charles Le Brun, such as sculpture, paintings, and the decor of major monuments.
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The depiction of the king in this manner focused on allegorical or mythological attributes, instead of attempting to produce a true likeness. As Louis aged, so too did the manner in which he was depicted. Nonetheless, there was still a disparity between realistic representation and the demands of royal propaganda. There is no better illustration of this than in Hyacinthe Rigaud's frequently-reproduced Portrait of Louis XIV of 1701, in which a 63-year-old Louis appears to stand on a set of unnaturally young legs.[100]
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Rigaud's portrait exemplified the height of royal portraiture during Louis' reign. Although Rigaud crafted a credible likeness of Louis, the portrait was neither meant as an exercise in realism nor to explore Louis' personal character. Certainly, Rigaud was concerned with detail and depicted the king's costume with great precision, down to his shoe buckle.[101]
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However, Rigaud's intention was to glorify the monarchy. Rigaud's original, now housed in the Louvre, was originally meant as a gift to Louis' grandson, Philip V of Spain. However, Louis was so pleased with the work that he kept the original and commissioned a copy to be sent to his grandson. That became the first of many copies, both in full and half-length formats, to be made by Rigaud, often with the help of his assistants. The portrait also became a model for French royal and imperial portraiture down to the time of Charles X over a century later. In his work, Rigaud proclaims Louis' exalted royal status through his elegant stance and haughty expression, the royal regalia and throne, rich ceremonial fleur-de-lys robes, as well as the upright column in the background, which, together with the draperies, serves to frame this image of majesty.
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In addition to portraits, Louis commissioned at least 20 statues of himself in the 1680s, to stand in Paris and provincial towns as physical manifestations of his rule. He also commissioned "war artists" to follow him on campaigns to document his military triumphs. To remind the people of these triumphs, Louis erected permanent triumphal arches in Paris and the provinces for the first time since the decline of the Roman Empire.
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Louis' reign marked the birth and infancy of the art of medallions. Sixteenth-century rulers had often issued medals in small numbers to commemorate the major events of their reigns. Louis, however, struck more than 300 to celebrate the story of the king in bronze, that were enshrined in thousands of households throughout France.
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He also used tapestries as a medium of exalting the monarchy. Tapestries could be allegorical, depicting the elements or seasons, or realist, portraying royal residences or historical events. They were among the most significant means to spread royal propaganda prior to the construction of the Hall of Mirrors at Versailles.[102]
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Louis loved ballet and frequently danced in court ballets during the early half of his reign. In general, Louis was an eager dancer who performed 80 roles in 40 major ballets. This approaches the career of a professional ballet dancer.[103]
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His choices were strategic and varied. He danced four parts in three of Molière's comédies-ballets, which are plays accompanied by music and dance. Louis played an Egyptian in Le Mariage forcé in 1664, a Moorish gentleman in Le Sicilien in 1667, and both Neptune and Apollo in Les Amants magnifiques in 1670.
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He sometimes danced leading roles which were suitably royal or godlike (such as Neptune, Apollo, or the Sun).[103] At other times, he would adopt mundane roles before appearing at the end in the lead role. It is considered that, at all times, he provided his roles with sufficient majesty and drew the limelight with his flair for dancing.[103] For Louis, ballet may not have merely been a tool for manipulation in his propaganda machinery. The sheer number of performances he gave as well as the diversity of roles he played may serve to indicate a deeper understanding and interest in the art form.[104][105]
|
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Ballet dancing was actually used by Louis as a political tool to hold power over his state. [106] He integrated ballet deeply in court social functions and fixated his nobles' attention on upholding standards in ballet dancing, effectively distracting them from political activities. [107] In 1661, Royal of the Academy was founded by Louis to further his ambition. Pierre Beauchamp, his private dance instructor, was ordered by Louis to come up with a notation system to record ballet performances, which he did with great success. His work was adopted and published by Feuillet in 1700. This major development in ballet played an important role in promoting French culture and ballet throughout Europe during Louis' time. [108]
|
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|
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Louis greatly emphasized etiquettes in ballet dancing, evidently seen in "La belle danse" (the French noble style). More challenging skills were required to perform this dance with movements very much resembling court behaviors, as a way to remind the nobles of the king's absolute power and their own status. All the details and rules were compressed in five positions of the bodies codified by Beauchamp. [109]
|
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|
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Besides the official depiction and image of Louis, his subjects also followed a non-official discourse consisting mainly of clandestine publications, popular songs, and rumors that provided an alternative interpretation of Louis and his government. They often focused on the miseries arising from poor government, but also carried the hope for a better future when Louis escaped the malignant influence of his ministers and mistresses, and took the government into his own hands. On the other hand, petitions addressed either directly to Louis or to his ministers exploited the traditional imagery and language of monarchy. These varying interpretations of Louis abounded in self-contradictions that reflected the people's amalgamation of their everyday experiences with the idea of monarchy.[110]
|
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Despite the image of a healthy and virile king that Louis sought to project, evidence exists to suggest that his health was not very good. He had many ailments: for example, symptoms of diabetes, as confirmed in reports of suppurating periostitis in 1678, dental abscesses in 1696, along with recurring boils, fainting spells, gout, dizziness, hot flushes, and headaches.
|
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From 1647 to 1711, the three chief physicians to the king (Antoine Vallot, Antoine d'Aquin, and Guy-Crescent Fagon) recorded all of his health problems in the Journal de Santé du Roi (Journal of the King's Health), a daily report of his health. On 18 November 1686, Louis underwent a painful operation for an anal fistula that was performed by the surgeon Charles Felix de Tassy, who prepared a specially shaped curved scalpel for the occasion. The wound took more than two months to heal.[111]
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Louis died of gangrene at Versailles on 1 September 1715, four days before his 77th birthday, after 72 years on the throne. Enduring much pain in his last days, he finally "yielded up his soul without any effort, like a candle going out", while reciting the psalm Domine, ad adjuvandum me festina (O Lord, make haste to help me).[112] His body was laid to rest in Saint-Denis Basilica outside Paris. It remained there undisturbed for about 80 years, until revolutionaries exhumed and destroyed all of the remains found in the Basilica.[113]
|
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Louis outlived most of his immediate legitimate family. His last surviving in-wedlock son, the Dauphin, died in 1711. Barely a year later, the Duke of Burgundy, the eldest of the Dauphin's three sons and then heir to Louis, followed his father. Burgundy's elder son, Louis, Duke of Brittany, joined them a few weeks later. Thus, on his deathbed, Louis' heir was his five-year-old great-grandson, Louis, Duke of Anjou, Burgundy's younger son.
|
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|
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Louis foresaw an underaged heir and sought to restrict the power of his nephew Philip II, Duke of Orléans, who, as his closest surviving legitimate relative in France, would likely become regent to the prospective Louis XV. Accordingly, the king created a regency council as Louis XIII had in anticipation of Louis XIV's own minority, with some power vested in his illegitimate son Louis-Auguste de Bourbon, Duke of Maine.[114] Orléans, however, had Louis' will annulled by the Parlement of Paris after his death and made himself sole regent. He stripped Maine and his brother, Louis-Alexandre, Count of Toulouse, of the rank of Prince of the Blood, which Louis had granted them, and significantly reduced Maine's power and privileges.[115]
|
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Line of succession to the French throne upon the death of Louis XIV in 1715. Louis XIV's only surviving legitimate grandson, Philip V, was not included in the line of succession due to having renounced the French throne after the war of the Spanish succession, which lasted for 13 years after the death of Charles II of Spain in 1700.[116]
|
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According to Philippe de Dangeau's Journal, Louis on his deathbed advised his heir with these words:
|
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Do not follow the bad example which I have set you; I have often undertaken war too lightly and have sustained it for vanity. Do not imitate me, but be a peaceful prince, and may you apply yourself principally to the alleviation of the burdens of your subjects.[117]
|
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Some historians point out that it was a customary demonstration of piety in those days to exaggerate one's sins. Thus they do not place much emphasis on Louis' deathbed declarations in assessing his accomplishments. Rather, they focus on military and diplomatic successes, such as how he placed a French prince on the Spanish throne. This, they contend, ended the threat of an aggressive Spain that historically interfered in domestic French politics. These historians also emphasise the effect of Louis' wars in expanding France's boundaries and creating more defensible frontiers that preserved France from invasion until the Revolution.[117]
|
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Arguably, Louis also applied himself indirectly to "the alleviation of the burdens of [his] subjects." For example, he patronised the arts, encouraged industry, fostered trade and commerce, and sponsored the founding of an overseas empire. Moreover, the significant reduction in civil wars and aristocratic rebellions during his reign are seen by these historians as the result of Louis' consolidation of royal authority over feudal elites.[118] In their analysis, his early reforms centralised France and marked the birth of the modern French state. They regard the political and military victories as well as numerous cultural achievements as the means by which Louis helped raise France to a preeminent position in Europe.[119] Europe came to admire France for its military and cultural successes, power, and sophistication. Europeans generally began to emulate French manners, values, goods, and deportment. French became the universal language of the European elite.
|
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|
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Louis' detractors have argued that his considerable foreign, military, and domestic expenditure impoverished and bankrupted France. His supporters, however, distinguish the state, which was impoverished, from France, which was not. As supporting evidence, they cite the literature of the time, such as the social commentary in Montesquieu's Persian Letters.[120]
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|
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Alternatively, Louis' critics attribute the social upheaval culminating in the French Revolution to his failure to reform French institutions while the monarchy was still secure. Other scholars counter that there was little reason to reform institutions that largely worked well under Louis. They also maintain that events occurring almost 80 years after his death were not reasonably foreseeable to Louis, and that in any case, his successors had sufficient time to initiate reforms of their own.[121]
|
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|
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+
Louis has often been criticised for his vanity. The memoirist Saint-Simon, who claimed that Louis slighted him, criticised him thus:
|
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|
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There was nothing he liked so much as flattery, or, to put it more plainly, adulation; the coarser and clumsier it was, the more he relished it.
|
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|
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For his part, Voltaire saw Louis' vanity as the cause for his bellicosity:
|
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|
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It is certain that he passionately wanted glory, rather than the conquests themselves. In the acquisition of Alsace and half of Flanders, and of all of Franche-Comté, what he really liked was the name he made for himself.[122]
|
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Nonetheless, Louis has also received praise. The anti-Bourbon Napoleon described him not only as "a great king", but also as "the only King of France worthy of the name".[123] Leibniz, the German Protestant philosopher, commended him as "one of the greatest kings that ever was".[124] And Lord Acton admired him as "by far the ablest man who was born in modern times on the steps of a throne".[125] The historian and philosopher Voltaire wrote: "His name can never be pronounced without respect and without summoning the image of an eternally memorable age".[126] Voltaire's history, The Age of Louis XIV, named Louis' reign as not only one of the four great ages in which reason and culture flourished, but the greatest ever.[127][128]
|
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In 1848, at Nuneham House, a piece of Louis' mummified heart, taken from his tomb and kept in a silver locket by Lord Harcourt, Archbishop of York, was shown to the Dean of Westminster, William Buckland, who ate it.[129]
|
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|
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Numerous quotes have been attributed to Louis XIV by legend.
|
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|
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The well-known "I am the state" ("L'état, c'est moi.") was reported from at least the late 18th century.[130]
|
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+
It was widely repeated but also denounced as apocryphal by the early 19th century.[131][b][132]
|
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+
|
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He did say, "Every time I appoint someone to a vacant position, I make a hundred unhappy and one ungrateful."[133][134] Louis is recorded by numerous eyewitnesses as having said on his deathbed: "Je m'en vais, mais l'État demeurera toujours." ("I depart, but the State shall always remain.")[135]
|
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|
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+
Louis's formal style was "Louis XIV, par la grâce de Dieu, roi de France et de Navarre", or "Louis XIV, by the Grace of God, King of France and of Navarre".
|
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+
|
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+
On 5 April 1693, Louis also founded the Royal and Military Order of Saint Louis (French: Ordre Royal et Militaire de Saint-Louis), a military order of chivalry.[137][138] He named it after Louis IX and intended it as a reward for outstanding officers. It is notable as the first decoration that could be granted to non-nobles and is roughly the forerunner of the Légion d'honneur, with which it shares the red ribbon (though the Légion d'honneur is awarded to military personnel and civilians alike).
|
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+
|
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+
Louis' patriline is the line from which he is descended father to son.
|
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|
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Patrilineal descent is the principle behind membership in royal houses, as it can be traced back through the generations - which means that if King Louis were to choose an historically accurate house name it would be Robertian, as all his male-line ancestors have been of that house.
|
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|
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+
Louis is a member of the House of Bourbon, a branch of the Capetian dynasty and of the Robertians.
|
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+
|
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Louis' patriline is the line from which he is descended father to son. It follows the Bourbon, Kings of France, and the Counts of Paris and Worms. This line can be traced back more than 1,200 years from Robert of Hesbaye to the present day, through Kings of France & Navarre, Spain and Two-Sicilies, Dukes of Parma and Grand-Dukes of Luxembourg, Princes of Orléans and Emperors of Brazil. It is one of the oldest in Europe.
|
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|
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This is an incomplete list of Louis XIV's illegitimate children. He reputedly had more, but the difficulty in fully documenting all such births restricts the list only to the better-known and/or legitimised.
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1 |
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Illegitimate:
|
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+
Louis XIV (Louis Dieudonné; 5 September 1638 – 1 September 1715), known as Louis the Great (Louis le Grand) or the Sun King (le Roi Soleil), was King of France from 14 May 1643 until his death in 1715. His reign of 72 years and 110 days is the longest recorded of any monarch of a sovereign country in European history.[1][a] Louis XIV's France was emblematic of the age of absolutism in Europe.[2]
|
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+
|
7 |
+
Louis began his personal rule of France in 1661, after the death of his chief minister, the Italian Cardinal Mazarin.[3] An adherent of the concept of the divine right of kings, Louis continued his predecessors' work of creating a centralised state governed from the capital. He sought to eliminate the remnants of feudalism persisting in parts of France and, by compelling many members of the nobility to inhabit his lavish Palace of Versailles, succeeded in pacifying the aristocracy, many members of which had participated in the Fronde rebellion during Louis' minority. By these means he became one of the most powerful French monarchs and consolidated a system of absolute monarchical rule in France that endured until the French Revolution. He also enforced uniformity of religion under the Gallican Catholic Church. His revocation of the Edict of Nantes abolished the rights of the Huguenot Protestant minority and subjected them to a wave of dragonnades, effectively forcing Huguenots to emigrate or convert, and virtually destroying the French Protestant community.
|
8 |
+
|
9 |
+
The Sun King surrounded himself with a variety of significant political, military, and cultural figures such as Mazarin, Colbert, Louvois, the Grand Condé, Turenne, Vauban, Boulle, Molière, Racine, Boileau, La Fontaine, Lully, Charpentier, Marais, Le Brun, Rigaud, Bossuet, Le Vau, Mansart, Charles, Claude Perrault, and Le Nôtre.
|
10 |
+
|
11 |
+
During Louis' long reign, France emerged as the leading European power, and regularly asserted its military strength. A conflict with Spain marked his entire childhood, while during his personal rule, the kingdom took part in three major continental conflicts, each against powerful foreign alliances: the Franco-Dutch War, the War of the League of Augsburg, and the War of the Spanish Succession. In addition, France also contested shorter wars such as the War of Devolution and the War of the Reunions. Warfare defined the foreign policy of Louis XIV and his personality shaped his approach. Impelled by "a mix of commerce, revenge, and pique", Louis sensed that warfare was the ideal way to enhance his glory. In peacetime he concentrated on preparing for the next war. He taught his diplomats that their job was to create tactical and strategic advantages for the French military.[4]
|
12 |
+
|
13 |
+
Louis XIV was born on 5 September 1638 in the Château de Saint-Germain-en-Laye, to Louis XIII and Anne of Austria. He was named Louis Dieudonné (Louis the God-given)[5] and bore the traditional title of French heirs apparent: Dauphin.[6] At the time of his birth, his parents had been married for 23 years. His mother had experienced four stillbirths between 1619 and 1631. Leading contemporaries thus regarded him as a divine gift and his birth a miracle of God.
|
14 |
+
|
15 |
+
Sensing imminent death, Louis XIII decided to put his affairs in order in the spring of 1643, when Louis XIV was four years old. In defiance of custom, which would have made Queen Anne the sole Regent of France, the king decreed that a regency council would rule on his son's behalf. His lack of faith in Queen Anne's political abilities was his primary rationale. He did, however, make the concession of appointing her head of the council.
|
16 |
+
|
17 |
+
Louis' relationship with his mother was uncommonly affectionate for the time. Contemporaries and eyewitnesses claimed that the Queen would spend all her time with Louis. Both were greatly interested in food and theatre, and it is highly likely that Louis developed these interests through his close relationship with his mother. This long-lasting and loving relationship can be evidenced by excerpts in Louis' journal entries, such as:
|
18 |
+
|
19 |
+
"Nature was responsible for the first knots which tied me to my mother. But attachments formed later by shared qualities of the spirit are far more difficult to break than those formed merely by blood."[7]
|
20 |
+
|
21 |
+
It was his mother who gave Louis his belief in the absolute and divine power of his monarchical rule.[8]
|
22 |
+
|
23 |
+
During his childhood, he was taken care of by the governesses Françoise de Lansac and Marie-Catherine de Senecey. In 1646, Nicolas V de Villeroy became the young king's tutor. Louis XIV became friends with Villeroy's young children, particularly François de Villeroy, and divided his time between the Palais-Royal and the nearby Hotel de Villeroy.
|
24 |
+
|
25 |
+
On 14 May 1643, with Louis XIII dead, Queen Anne had her husband's will annulled by the Parlement de Paris (a judicial body comprising mostly nobles and high clergymen).[9] This action abolished the regency council and made Anne sole Regent of France. Anne exiled some of her husband's ministers (Chavigny, Bouthilier), and she nominated Brienne as her minister of foreign affairs.[10] Anne also nominated Saint Vincent de Paul as her spiritual adviser, which helped her deal with religious policy and the Jansenism question.[11]
|
26 |
+
|
27 |
+
Anne kept the direction of religious policy strongly in her hand until 1661; her most important political decisions were to nominate Cardinal Mazarin as her chief minister and the continuation of her late husband's and Cardinal Richelieu's policy, despite their persecution of her, for the sake of her son. Anne wanted to give her son absolute authority and a victorious kingdom. Her rationales for choosing Mazarin were mainly his ability and his total dependence on her, at least until 1653 when she was no longer regent. Anne protected Mazarin by arresting and exiling her followers who conspired against him in 1643: the Duke of Beaufort and Marie de Rohan.[12] She left the direction of the daily administration of policy to Cardinal Mazarin.
|
28 |
+
|
29 |
+
The best example of Anne's statesmanship and the partial change in her heart towards her native Spain is seen in her keeping of one of Richelieu's men, the Chancellor of France Pierre Séguier, in his post. Séguier was the person who had interrogated Anne in 1637, treating her like a "common criminal" as she described her treatment following the discovery that she was giving military secrets and information to Spain. Anne was virtually under house arrest for a number of years during her husband's rule. By keeping him in his post, Anne was giving a sign that the interests of France and her son Louis were the guiding spirit of all her political and legal actions. Though not necessarily opposed to Spain, she sought to end the war with a French victory, in order to establish a lasting peace between the Catholic nations.
|
30 |
+
|
31 |
+
The Queen also gave a partial Catholic orientation to French foreign policy. This was felt by the Netherlands, France's Protestant ally, which negotiated a separate peace with Spain in 1648.[13]
|
32 |
+
|
33 |
+
In 1648, Anne and Mazarin successfully negotiated the Peace of Westphalia, which ended the Thirty Years' War. Its terms ensured Dutch independence from Spain, awarded some autonomy to the various German princes of the Holy Roman Empire, and granted Sweden seats on the Imperial Diet and territories to control the mouths of the Oder, Elbe, and Weser rivers. France, however, profited most from the settlement. Austria, ruled by the Habsburg Emperor Ferdinand III, ceded all Habsburg lands and claims in Alsace to France and acknowledged her de facto sovereignty over the Three Bishoprics of Metz, Verdun, and Toul. Moreover, eager to emancipate themselves from Habsburg domination, petty German states sought French protection. This anticipated the formation of the 1658 League of the Rhine, leading to the further diminution of Imperial power.
|
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+
|
35 |
+
As the Thirty Years' War came to an end, a civil war known as the Fronde (after the slings used to smash windows) erupted in France. It effectively checked France's ability to exploit the Peace of Westphalia. Anne and Mazarin had largely pursued the policies of Cardinal Richelieu, augmenting the Crown's power at the expense of the nobility and the Parlements. Anne interfered much more in internal policy than foreign affairs; she was a very proud queen who insisted on the divine rights of the King of France.[citation needed]
|
36 |
+
|
37 |
+
All this led her to advocate a forceful policy in all matters relating to the King's authority, in a manner that was much more radical than the one proposed by Mazarin. The Cardinal depended totally on Anne's support and had to use all his influence on the Queen to avoid nullifying, but to restrain some of her radical actions. Anne imprisoned any aristocrat or member of parliament who challenged her will; her main aim was to transfer to her son an absolute authority in the matters of finance and justice. One of the leaders of the Parlement of Paris, whom she had jailed, died in prison.[14]
|
38 |
+
|
39 |
+
The Frondeurs, political heirs of the disaffected feudal aristocracy, sought to protect their traditional feudal privileges from the increasingly centralized royal government. Furthermore, they believed their traditional influence and authority was being usurped by the recently ennobled bureaucrats (the Noblesse de Robe, or "nobility of the robe"), who administered the kingdom and on whom the monarchy increasingly began to rely. This belief intensified the nobles' resentment.[citation needed]
|
40 |
+
|
41 |
+
In 1648, Anne and Mazarin attempted to tax members of the Parlement de Paris. The members refused to comply and ordered all of the king's earlier financial edicts burned. Buoyed by the victory of Louis, duc d’Enghien (later known as le Grand Condé) at the Battle of Lens, Mazarin, on Queen Anne's insistence, arrested certain members in a show of force.[15] The most important arrest, from Anne's point of view, concerned Pierre Broussel, one of the most important leaders in the Parlement de Paris.
|
42 |
+
|
43 |
+
People in France were complaining about the expansion of royal authority, the high rate of taxation, and the reduction of the authority of the Parlement de Paris and other regional representative entities. Paris erupted in rioting as a result, and Anne was forced, under intense pressure, to free Broussel. Moreover, a mob of angry Parisians broke into the royal palace and demanded to see their king. Led into the royal bedchamber, they gazed upon Louis, who was feigning sleep, were appeased, and then quietly departed. The threat to the royal family prompted Anne to flee Paris with the king and his courtiers.
|
44 |
+
|
45 |
+
Shortly thereafter, the conclusion of the Peace of Westphalia allowed Condé's army to return to aid Louis and his court. Condé's family was close to Anne at that time, and he agreed to help her attempt to restore the king's authority.[16] The queen's army, headed by Condé, attacked the rebels in Paris; the rebels were under the political control of Anne's old friend Marie de Rohan. Beaufort, who had escaped from the prison where Anne had incarcerated him five years before, was the military leader in Paris, under the nominal control of Conti. After a few battles, a political compromise was reached; the Peace of Rueil was signed, and the court returned to Paris.
|
46 |
+
|
47 |
+
Unfortunately for Anne, her partial victory depended on Condé, who wanted to control the queen and destroy Mazarin's influence. It was Condé's sister who pushed him to turn against the queen. After striking a deal with her old friend Marie de Rohan, who was able to impose the nomination of Charles de l'Aubespine, marquis de Châteauneuf as minister of justice, Anne arrested Condé, his brother Armand de Bourbon, Prince of Conti, and the husband of their sister Anne Genevieve de Bourbon, duchess of Longueville. This situation did not last long, and Mazarin's unpopularity led to the creation of a coalition headed mainly by Marie de Rohan and the duchess of Longueville. This aristocratic coalition was strong enough to liberate the princes, exile Mazarin, and impose a condition of virtual house arrest on Queen Anne.
|
48 |
+
|
49 |
+
All these events were witnessed by Louis and largely explained his later distrust of Paris and the higher aristocracy.[17] "In one sense, Louis' childhood came to an end with the outbreak of the Fronde. It was not only that life became insecure and unpleasant – a fate meted out to many children in all ages – but that Louis had to be taken into the confidence of his mother and Mazarin and political and military matters of which he could have no deep understanding".[18] "The family home became at times a near-prison when Paris had to be abandoned, not in carefree outings to other chateaux but in humiliating flights".[18] The royal family was driven out of Paris twice in this manner, and at one point Louis XIV and Anne were held under virtual arrest in the royal palace in Paris. The Fronde years planted in Louis a hatred of Paris and a consequent determination to move out of the ancient capital as soon as possible, never to return.[19]
|
50 |
+
|
51 |
+
Just as the first Fronde (the Fronde parlementaire of 1648–1649) ended, a second one (the Fronde des princes of 1650–1653) began. Unlike that which preceded it, tales of sordid intrigue and half-hearted warfare characterized this second phase of upper-class insurrection. To the aristocracy, this rebellion represented a protest against and a reversal of their political demotion from vassals to courtiers. It was headed by the highest-ranking French nobles, among them Louis' uncle Gaston, Duke of Orléans and first cousin Anne Marie Louise d'Orléans, Duchess of Montpensier, known as la Grande Mademoiselle; Princes of the Blood such as Condé, his brother Armand de Bourbon, Prince of Conti, and their sister the Duchess of Longueville; dukes of legitimised royal descent, such as Henri, Duke of Longueville, and François, Duke of Beaufort; so-called "foreign princes" such as Frédéric Maurice, Duke of Bouillon, his brother Marshal Turenne, and Marie de Rohan, Duchess of Chevreuse; and scions of France's oldest families, such as François de La Rochefoucauld.
|
52 |
+
|
53 |
+
Queen Anne played the most important role in defeating the Fronde because she wanted to transfer absolute authority to her son. In addition, most of the princes refused to deal with Mazarin, who went into exile for a number of years. The Frondeurs claimed to act on Louis' behalf, and in his real interest against his mother and Mazarin.
|
54 |
+
|
55 |
+
Queen Anne had a very close relationship with the Cardinal, and many observers believed that Mazarin became Louis XIV's stepfather by a secret marriage to Queen Anne.[20] However, Louis' coming-of-age and subsequent coronation deprived them of the Frondeurs' pretext for revolt. The Fronde thus gradually lost steam and ended in 1653, when Mazarin returned triumphantly from exile. From that time until his death, Mazarin was in charge of foreign and financial policy without the daily supervision of Anne, who was no longer regent.[21]
|
56 |
+
|
57 |
+
During this period, Louis fell in love with Mazarin's niece Marie Mancini, but Anne and Mazarin ended the king's infatuation by sending Mancini away from court to be married in Italy. While Mazarin might have been tempted for a short period of time to marry his niece to the King of France, Queen Anne was absolutely against this; she wanted to marry her son to the daughter of her brother, Philip IV of Spain, for both dynastic and political reasons. Mazarin soon supported the Queen's position because he knew that her support for his power and his foreign policy depended on making peace with Spain from a strong position and on the Spanish marriage. Additionally, Mazarin's relations with Marie Mancini were not good, and he did not trust her to support his position. All of Louis' tears and his supplications to his mother did not make her change her mind; the Spanish marriage was very important both for its role in ending the war between France and Spain, and because many of the claims and objectives of Louis' foreign policy in the next 50 years would be based on this marriage.[22]
|
58 |
+
|
59 |
+
Louis XIV was declared to have reached the age of majority on 7 September 1651. On the death of Mazarin, in March 1661, Louis assumed personal control of the reins of government and astonished his court by declaring that he would rule without a chief minister: "Up to this moment I have been pleased to entrust the government of my affairs to the late Cardinal. It is now time that I govern them myself. You [he was talking to the secretaries and ministers of state] will assist me with your counsels when I ask for them. I request and order you to seal no orders except by my command . . . I order you not to sign anything, not even a passport . . . without my command; to render account to me personally each day and to favor no one".[23] Louis was able to capitalize on the widespread public yearning for law and order, that resulted from prolonged foreign wars and domestic civil strife, to further consolidate central political authority and reform at the expense of the feudal aristocracy. Praising his ability to choose and encourage men of talent, the historian Chateaubriand noted: "it is the voice of genius of all kinds which sounds from the tomb of Louis".[24]
|
60 |
+
|
61 |
+
Louis began his personal reign with administrative and fiscal reforms. In 1661, the treasury verged on bankruptcy. To rectify the situation, Louis chose Jean-Baptiste Colbert as Controller-General of Finances in 1665. However, Louis first had to neutralize Nicolas Fouquet, the Superintendent of Finances, in order to give Colbert a free hand. Although Fouquet's financial indiscretions were not very different from Mazarin's before him or Colbert's after him, his ambition was worrying to Louis. He had, for example, built an opulent château at Vaux-le-Vicomte where he entertained Louis and his court ostentatiously, as if he were wealthier than the king himself. The court was left with the impression that the vast sums of money needed to support his lifestyle could only have been obtained through embezzlement of government funds.
|
62 |
+
|
63 |
+
Fouquet appeared eager to succeed Mazarin and Richelieu in assuming power, and he indiscreetly purchased and privately fortified the remote island of Belle Île. These acts sealed his doom. Fouquet was charged with embezzlement. The Parlement found him guilty and sentenced him to exile. However, Louis altered the sentence to life-imprisonment and abolished Fouquet's post.
|
64 |
+
|
65 |
+
With Fouquet dismissed, Colbert reduced the national debt through more efficient taxation. The principal taxes included the aides and douanes (both customs duties), the gabelle (a tax on salt), and the taille (a tax on land). The taille was reduced at first; financial officials were forced to keep regular accounts, auctioning certain taxes instead of selling them privately to a favored few, revising inventories and removing unauthorized exemptions (for example, in 1661 only 10 per cent from the royal domain reached the King). Reform proved difficult because the taille was levied by officers of the Crown who had purchased their post at a high price: punishment of abuses necessarily lowered the value of the post. Nevertheless, excellent results were achieved: the deficit of 1661 turned into a surplus in 1666. The interest on the debt was reduced from 52 million to 24 million livres. The taille was reduced to 42 million in 1661 and 35 million in 1665; finally the revenue from indirect taxation progressed from 26 million to 55 million. The revenues of the royal domain were raised from 80,000 livres in 1661 to 5.5 million livres in 1671. In 1661, the receipts were equivalent to 26 million British pounds, of which 10 million reached the treasury. The expenditure was around 18 million pounds, leaving a deficit of 8 million. In 1667, the net receipts had risen to 20 million pounds sterling, while expenditure had fallen to 11 million, leaving a surplus of 9 million pounds.
|
66 |
+
|
67 |
+
To support the reorganized and enlarged army, the panoply of Versailles, and the growing civil administration, the king needed a good deal of money. Finance had always been the weak spot in the French monarchy: methods of collecting taxes were costly and inefficient; direct taxes passed through the hands of many intermediate officials; and indirect taxes were collected by private concessionaries, called tax farmers, who made a substantial profit. Consequently, the state always received far less than what the taxpayers actually paid.
|
68 |
+
|
69 |
+
The main weakness arose from an old bargain between the French crown and nobility: the king might raise taxes without consent if only he refrained from taxing the nobles. Only the "unprivileged" classes paid direct taxes, and this term came to mean the peasants only, since many bourgeois, in one way or another, obtained exemptions.
|
70 |
+
|
71 |
+
The system was outrageously unjust in throwing a heavy tax burden on the poor and helpless. Later, after 1700, the French ministers who were supported by Louis' secret wife Madame De Maintenon, were able to convince the king to change his fiscal policy. Louis was willing enough to tax the nobles but was unwilling to fall under their control, and only towards the close of his reign, under extreme stress of war, was he able, for the first time in French history, to impose direct taxes on the aristocratic elements of the population. This was a step toward equality before the law and toward sound public finance, but so many concessions and exemptions were won by nobles and bourgeois that the reform lost much of its value.[25]
|
72 |
+
|
73 |
+
Louis and Colbert also had wide-ranging plans to bolster French commerce and trade. Colbert's mercantilist administration established new industries and encouraged manufacturers and inventors, such as the Lyon silk manufacturers and the Gobelins manufactory, a producer of tapestries. He invited manufacturers and artisans from all over Europe to France, such as Murano glassmakers, Swedish ironworkers, and Dutch shipbuilders. In this way, he aimed to decrease foreign imports while increasing French exports, hence reducing the net outflow of precious metals from France.
|
74 |
+
|
75 |
+
Louis instituted reforms in military administration through Michel le Tellier and the latter's son François-Michel le Tellier, Marquis de Louvois. They helped to curb the independent spirit of the nobility, imposing order on them at court and in the army. Gone were the days when generals protracted war at the frontiers while bickering over precedence and ignoring orders from the capital and the larger politico-diplomatic picture. The old military aristocracy (the Noblesse d'épée, or "nobility of the sword") ceased to have a monopoly over senior military positions and rank. Louvois, in particular, pledged to modernize the army and re-organize it into a professional, disciplined, well-trained force. He was devoted to the soldiers' material well-being and morale, and even tried to direct campaigns.
|
76 |
+
|
77 |
+
Legal matters did not escape Louis' attention, as is reflected in the numerous "Great Ordinances" he enacted. Pre-revolutionary France was a patchwork of legal systems, with as many legal customs as there were provinces, and two co-existing legal traditions—customary law in the north and Roman civil law in the south.[26] The Grande Ordonnance de Procédure Civile of 1667, also known as the Code Louis, was a comprehensive legal code attempting a uniform regulation of civil procedure throughout legally irregular France. Among other things, it prescribed baptismal, marriage and death records in the state's registers, not the church's, and it strictly regulated the right of the Parlements to remonstrate.[27] The Code Louis played an important part in French legal history as the basis for the Napoleonic code, from which many modern legal codes are, in turn, derived.
|
78 |
+
|
79 |
+
One of Louis' more infamous decrees was the Grande Ordonnance sur les Colonies of 1685, also known as the Code Noir ("black code"). Although it sanctioned slavery, it attempted to humanise the practice by prohibiting the separation of families. Additionally, in the colonies, only Roman Catholics could own slaves, and these had to be baptised.
|
80 |
+
|
81 |
+
Louis ruled through a number of councils:
|
82 |
+
|
83 |
+
The death of his maternal uncle King Philip IV of Spain, in 1665, precipitated the War of Devolution. In 1660, Louis had married Philip IV's eldest daughter, Maria Theresa, as one of the provisions of the 1659 Treaty of the Pyrenees.[29] The marriage treaty specified that Maria Theresa was to renounce all claims to Spanish territory for herself and all her descendants.[29] Mazarin and Lionne, however, made the renunciation conditional on the full payment of a Spanish dowry of 500,000 écus.[30] The dowry was never paid and would later play a part persuading his maternal first cousin Charles II of Spain to leave his empire to Philip, Duke of Anjou (later Philip V of Spain), the grandson of Louis XIV and Maria Theresa.
|
84 |
+
|
85 |
+
The War of Devolution did not focus on the payment of the dowry; rather, the lack of payment was what Louis XIV used as a pretext for nullifying Maria Theresa's renunciation of her claims, allowing the land to "devolve" to him. In Brabant (the location of the land in dispute), children of first marriages traditionally were not disadvantaged by their parents' remarriages and still inherited property. Louis' wife was Philip IV's daughter by his first marriage, while the new king of Spain, Charles II, was his son by a subsequent marriage. Thus, Brabant allegedly "devolved" to Maria Theresa, giving France a justification to attack the Spanish Netherlands.
|
86 |
+
|
87 |
+
During the Eighty Years' War with Spain, France supported the Dutch Republic as part of a general policy of opposing Habsburg power. Johan de Witt, Dutch Grand Pensionary from 1653 to 1672, viewed them as crucial for Dutch security and against his domestic Orangist opponents. Louis provided support in the 1665-1667 Second Anglo-Dutch War but used the opportunity to launch the War of Devolution in 1667. This captured Franche-Comté and much of the Spanish Netherlands; French expansion in this area was a direct threat to Dutch economic interests.[31]
|
88 |
+
|
89 |
+
The Dutch opened talks with Charles II of England on a common diplomatic front against France, leading to the Triple Alliance, between England, the Dutch and Sweden. The threat of an escalation and a secret treaty to divide Spanish possessions with Emperor Leopold, the other major claimant to the throne of Spain, led Louis to relinquish many of his gains in the 1668 Treaty of Aix-la-Chapelle.[32]
|
90 |
+
|
91 |
+
Louis placed little reliance on his agreement with Leopold and as it was now clear French and Dutch aims were in direct conflict, he decided to first defeat the Republic, then seize the Spanish Netherlands. This required breaking up the Triple Alliance; he paid Sweden to remain neutral and signed the 1670 Secret Treaty of Dover with Charles, an Anglo-French alliance against the Dutch Republic. In May 1672, France invaded the Republic, supported by Münster and the Electorate of Cologne.[33]
|
92 |
+
|
93 |
+
Rapid French advance led to a coup that toppled De Witt and brought William III to power. Leopold viewed French expansion into the Rhineland as an increasing threat, especially after their seizure of the strategic Duchy of Lorraine in 1670. The prospect of Dutch defeat led Leopold to an alliance with Brandenburg-Prussia on 23 June, followed by another with the Republic on 25th.[34] Although Brandenburg was forced out of the war by the June 1673 Treaty of Vossem, in August an anti-French alliance was formed by the Dutch, Spain, Emperor Leopold and the Duke of Lorraine.[35]
|
94 |
+
|
95 |
+
The French alliance was deeply unpopular in England, who made peace with the Dutch in the February 1674 Treaty of Westminster. However, French armies held significant advantages over their opponents; an undivided command, talented generals like Turenne, Condé and Luxembourg and vastly superior logistics. Reforms introduced by Louvois, the Secretary of War, helped maintain large field armies that could be mobilised much quicker, allowing them to mount offensives in early spring before their opponents were ready.[36]
|
96 |
+
|
97 |
+
The French were forced to retreat from the Dutch Republic but these advantages allowed them to hold their ground in Alsace and the Spanish Netherlands, while retaking Franche-Comté. By 1678, mutual exhaustion led to the Treaty of Nijmegen, which was generally settled in France's favour and allowed Louis to intervene in the Scanian War. Despite military defeat, his ally Sweden regained much of their losses under the 1679 treaties of Saint-Germain-en-Laye, Fontainebleau and Lund imposed on Denmark-Norway and Brandenburg.[37]
|
98 |
+
|
99 |
+
Louis was at the height of his power, but at the cost of uniting his opponents; this increased as he continued his expansion. In 1679, he dismissed his foreign minister Simon Arnauld, marquis de Pomponne, because he was seen as having compromised too much with the allies. Louis maintained the strength of his army, but in his next series of territorial claims avoided using military force alone. Rather, he combined it with legal pretexts in his efforts to augment the boundaries of his kingdom. Contemporary treaties were intentionally phrased ambiguously. Louis established the Chambers of Reunion to determine the full extent of his rights and obligations under those treaties.
|
100 |
+
|
101 |
+
Cities and territories, such as Luxembourg and Casale, were prized for their strategic positions on the frontier and access to important waterways. Louis also sought Strasbourg, an important strategic crossing on the left bank of the Rhine and theretofore a Free Imperial City of the Holy Roman Empire, annexing it and other territories in 1681. Although a part of Alsace, Strasbourg was not part of Habsburg-ruled Alsace and was thus not ceded to France in the Peace of Westphalia.
|
102 |
+
|
103 |
+
Following these annexations, Spain declared war, precipitating the War of the Reunions. However, the Spanish were rapidly defeated because the Emperor (distracted by the Great Turkish War) abandoned them, and the Dutch only supported them minimally. By the Truce of Ratisbon, in 1684, Spain was forced to acquiesce in the French occupation of most of the conquered territories, for 20 years.[38]
|
104 |
+
|
105 |
+
Louis' policy of the Réunions may have raised France to its greatest size and power during his reign, but it alienated much of Europe. This poor public opinion was compounded by French actions off the Barbary Coast and at Genoa. First, Louis had Algiers and Tripoli, two Barbary pirate strongholds, bombarded to obtain a favourable treaty and the liberation of Christian slaves. Next, in 1684, a punitive mission was launched against Genoa in retaliation for its support for Spain in previous wars. Although the Genoese submitted, and the Doge led an official mission of apology to Versailles, France gained a reputation for brutality and arrogance. European apprehension at growing French might and the realisation of the extent of the dragonnades' effect (discussed below) led many states to abandon their alliance with France.[39] Accordingly, by the late 1680s, France became increasingly isolated in Europe.
|
106 |
+
|
107 |
+
French colonies multiplied in Africa, the Americas, and Asia during Louis' reign, and French explorers made important discoveries in North America. In 1673, Louis Jolliet and Jacques Marquette discovered the Mississippi River. In 1682, René-Robert Cavelier, Sieur de La Salle, followed the Mississippi to the Gulf of Mexico and claimed the vast Mississippi basin in Louis' name, calling it Louisiane. French trading posts were also established in India, at Chandernagore and Pondicherry, and in the Indian Ocean at Île Bourbon. Throughout these regions Louis and Colbert embarked on an extensive program of architecture and urbanism meant to reflect the styles of Versailles and Paris and the 'gloire' of the realm.[40]
|
108 |
+
|
109 |
+
Meanwhile, diplomatic relations were initiated with distant countries. In 1669, Suleiman Aga led an Ottoman embassy to revive the old Franco-Ottoman alliance.[41] Then, in 1682, after the reception of the Moroccan embassy of Mohammed Tenim in France, Moulay Ismail, Sultan of Morocco, allowed French consular and commercial establishments in his country.[42] In 1699, Louis once again received a Moroccan ambassador, Abdallah bin Aisha, and in 1715, he received a Persian embassy led by Mohammad Reza Beg.
|
110 |
+
|
111 |
+
From farther afield, Siam dispatched an embassy in 1684, reciprocated by the French magnificently the next year under Alexandre, Chevalier de Chaumont. This, in turn, was succeeded by another Siamese embassy under Kosa Pan, superbly received at Versailles in 1686. Louis then sent another embassy in 1687, under Simon de la Loubère, and French influence grew at the Siamese court, which granted Mergui as a naval base to France. However, the death of Narai, King of Ayutthaya, the execution of his pro-French minister Constantine Phaulkon, and the Siege of Bangkok in 1688 ended this era of French influence.[43]
|
112 |
+
|
113 |
+
France also attempted to participate actively in Jesuit missions to China. To break the Portuguese dominance there, Louis sent Jesuit missionaries to the court of the Kangxi Emperor in 1685: Jean de Fontaney, Joachim Bouvet, Jean-François Gerbillon, Louis Le Comte, and Claude de Visdelou.[44] Louis also received a Chinese Jesuit, Michael Shen Fu-Tsung, at Versailles in 1684.[45] Furthermore, Louis' librarian and translator Arcadio Huang was Chinese.[46][47]
|
114 |
+
|
115 |
+
By the early 1680s, Louis had greatly augmented French influence in the world. Domestically, he successfully increased the influence of the crown and its authority over the church and aristocracy, thus consolidating absolute monarchy in France.
|
116 |
+
|
117 |
+
Louis initially supported traditional Gallicanism, which limited papal authority in France, and convened an Assembly of the French clergy in November 1681. Before its dissolution eight months later, the Assembly had accepted the Declaration of the Clergy of France, which increased royal authority at the expense of papal power. Without royal approval, bishops could not leave France, and appeals could not be made to the Pope. Additionally, government officials could not be excommunicated for acts committed in pursuance of their duties. Although the king could not make ecclesiastical law, all papal regulations without royal assent were invalid in France. Unsurprisingly, the pope repudiated the Declaration.[3]
|
118 |
+
|
119 |
+
By attaching nobles to his court at Versailles, Louis achieved increased control over the French aristocracy. Apartments were built to house those willing to pay court to the king.[48] However, the pensions and privileges necessary to live in a style appropriate to their rank were only possible by waiting constantly on Louis.[49] For this purpose, an elaborate court ritual was created wherein the king became the centre of attention and was observed throughout the day by the public. With his excellent memory, Louis could then see who attended him at court and who was absent, facilitating the subsequent distribution of favours and positions. Another tool Louis used to control his nobility was censorship, which often involved the opening of letters to discern their author's opinion of the government and king.[48] Moreover, by entertaining, impressing, and domesticating them with extravagant luxury and other distractions, Louis not only cultivated public opinion of him, he also ensured the aristocracy remained under his scrutiny.
|
120 |
+
|
121 |
+
Louis' extravagance at Versailles extended far beyond the scope of elaborate court rituals. Louis took delivery of an African elephant as a gift from the king of Portugal.[50]}} The king encouraged the leading nobles to live at Versailles. This, along with the prohibition of private armies, prevented them from passing time on their own estates and in their regional power bases, from which they historically waged local wars and plotted resistance to royal authority. Louis thus compelled and seduced the old military aristocracy (the "nobility of the sword") into becoming his ceremonial courtiers, further weakening their power. In their place, Louis raised commoners or the more recently ennobled bureaucratic aristocracy (the "nobility of the robe"). He judged that royal authority thrived more surely by filling high executive and administrative positions with these men because they could be more easily dismissed than nobles of ancient lineage, with entrenched influence. It is believed that Louis' policies were rooted in his experiences during the Fronde, when men of high birth readily took up the rebel cause against their king, who was actually the kinsman of some. This victory of Louis' over the nobility may have then in fact ensured the end of major civil wars in France until the French Revolution about a century later.
|
122 |
+
|
123 |
+
In 1648 France was the leading European power, and most of the wars pivoted around its aggressiveness. Only poverty-stricken Russia exceeded it in population, and no one could match its wealth, central location, and very strong professional army. It had largely avoided the devastation of the Thirty Years' War. Its weaknesses included an inefficient financial system that was hard-pressed to pay for all the military adventures, and the tendency of most other powers to gang up against it.
|
124 |
+
|
125 |
+
During the very long reign of King Louis XIV (1643 – 1715), France fought three major wars: the Franco-Dutch War, the War of the League of Augsburg, and the War of the Spanish Succession. There were also two lesser conflicts: the War of Devolution and the War of the Reunions.[51] The wars were very expensive but they defined Louis XIV's foreign policies, and his personality shaped his approach. Impelled "by a mix of commerce, revenge, and pique," Louis sensed that warfare was the ideal way to enhance his glory. In peacetime he concentrated on preparing for the next war. He taught his diplomats that their job was to create tactical and strategic advantages for the French military.[4] By 1695, France retained much of its dominance, but had lost control of the seas to the combination of England and Holland. What's more, most countries, both Protestant and Catholic, were in alliance against it. Vauban, France's leading military strategist, warned the king in 1689 that a hostile "Alliance" was too powerful at sea. He recommended the best way for France to fight back was to license French merchants ships to privateer and seize enemy merchant ships, while avoiding its navies:
|
126 |
+
|
127 |
+
Vauban was pessimistic about France's so-called friends and allies:
|
128 |
+
|
129 |
+
Louis decided to persecute Protestants and revoke the 1598 Edict of Nantes, which awarded Huguenots political and religious freedom. He saw the persistence of Protestantism as a disgraceful reminder of royal powerlessness. After all, the Edict was the pragmatic concession of his grandfather Henry IV to end the longstanding French Wars of Religion. An additional factor in Louis' thinking was the prevailing contemporary European principle to assure socio-political stability, cuius regio, eius religio ("whose realm, his religion"), the idea that the religion of the ruler should be the religion of the realm (as originally confirmed in central Europe in the Peace of Augsburg of 1555).[54]
|
130 |
+
|
131 |
+
Responding to petitions, Louis initially excluded Protestants from office, constrained the meeting of synods, closed churches outside of Edict-stipulated areas, banned Protestant outdoor preachers, and prohibited domestic Protestant migration. He also disallowed Protestant-Catholic intermarriages to which third parties objected, encouraged missions to the Protestants, and rewarded converts to Catholicism.[55] This discrimination did not encounter much Protestant resistance, and a steady conversion of Protestants occurred, especially among the noble elites.
|
132 |
+
|
133 |
+
In 1681, Louis dramatically increased his persecution of Protestants. The principle of cuius regio, eius religio generally had also meant that subjects who refused to convert could emigrate, but Louis banned emigration and effectively insisted that all Protestants must be converted. Secondly, following the proposal of René de Marillac and the Marquis of Louvois, he began quartering dragoons in Protestant homes. Although this was within his legal rights, the dragonnades inflicted severe financial strain on Protestants and atrocious abuse. Between 300,000 and 400,000 Huguenots converted, as this entailed financial rewards and exemption from the dragonnades.[56]
|
134 |
+
|
135 |
+
On 15 October 1685, Louis issued the Edict of Fontainebleau, which cited the redundancy of privileges for Protestants given their scarcity after the extensive conversions. The Edict of Fontainebleau revoked the Edict of Nantes and repealed all the privileges that arose therefrom.[3] By his edict, Louis no longer tolerated the existence of Protestant groups, pastors, or churches in France. No further churches were to be constructed, and those already existing were to be demolished. Pastors could choose either exile or a secular life. Those Protestants who had resisted conversion were now to be baptised forcibly into the established church.[57]
|
136 |
+
|
137 |
+
Historians have debated Louis' reasons for issuing the Edict of Fontainebleau. He may have been seeking to placate Pope Innocent XI, with whom relations were tense and whose aid was necessary to determine the outcome of a succession crisis in the Electorate of Cologne. He may also have acted to upstage Emperor Leopold I and regain international prestige after the latter defeated the Turks without Louis' help. Otherwise, he may simply have desired to end the remaining divisions in French society dating to the Wars of Religion by fulfilling his coronation oath to eradicate heresy.[58][59]
|
138 |
+
|
139 |
+
Many historians have condemned the Edict of Fontainebleau as gravely harmful to France.[60] In support, they cite the emigration of about 200,000 highly skilled Huguenots (roughly one-fourth of the Protestant population, or 1% of the French population) who defied royal decrees and fled France for various Protestant states, weakening the French economy and enriching that of Protestant states.
|
140 |
+
|
141 |
+
On the other hand, there are historians who view this as an exaggeration. They argue that most of France's preeminent Protestant businessmen and industrialists converted to Catholicism and remained.[61]
|
142 |
+
|
143 |
+
What is certain is that reaction to the Edict was mixed. Even while French Catholic leaders exulted, Pope Innocent XI still argued with Louis over Gallicanism and criticised the use of violence. Protestants across Europe were horrified at the treatment of their co-religionists, but most Catholics in France applauded the move. Nonetheless, it is indisputable that Louis' public image in most of Europe, especially in Protestant regions, was dealt a severe blow.
|
144 |
+
|
145 |
+
In the end, however, despite renewed tensions with the Camisards of south-central France at the end of his reign, Louis may have helped ensure that his successor would experience fewer instances of the religion-based disturbances that had plagued his forebears. French society would sufficiently change by the time of his descendant, Louis XVI, to welcome tolerance in the form of the 1787 Edict of Versailles, also known as the Edict of Tolerance. This restored to non-Catholics their civil rights and the freedom to worship openly.[62] With the advent of the French Revolution in 1789, Protestants were granted equal rights with their Roman Catholic counterparts.
|
146 |
+
|
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The War of the League of Augsburg, which lasted from 1688 to 1697, initiated a period of decline in Louis' political and diplomatic fortunes. The conflict arose from two events in the Rhineland. First, in 1685, the Elector Palatine Charles II died. All that remained of his immediate family was Louis' sister-in-law, Elizabeth Charlotte. German law ostensibly barred her from succeeding to her brother's lands and electoral dignity, but it was unclear enough for arguments in favour of Elizabeth Charlotte to have a chance of success. Conversely, the princess was clearly entitled to a division of the family's personal property. Louis pressed her claims to land and chattels, hoping the latter, at least, would be given to her.[63] Then, in 1688, Maximilian Henry of Bavaria, Archbishop of Cologne, an ally of France, died. The archbishopric had traditionally been held by the Wittelsbachs of Bavaria. However, the Bavarian claimant to replace Maximilian Henry, Prince Joseph Clemens of Bavaria, was at that time not more than 17 years old and not even ordained. Louis sought instead to install his own candidate, William Egon of Fürstenberg, to ensure the key Rhenish state remained an ally.[64]
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In light of his foreign and domestic policies during the early 1680s, which were perceived as aggressive, Louis' actions, fostered by the succession crises of the late 1680s, created concern and alarm in much of Europe. This led to the formation of the 1686 League of Augsburg by the Holy Roman Emperor, Spain, Sweden, Saxony, and Bavaria. Their stated intention was to return France to at least the borders agreed to in the Treaty of Nijmegen.[65] Emperor Leopold I's persistent refusal to convert the Truce of Ratisbon into a permanent treaty fed Louis' fears that the Emperor would turn on France and attack the Reunions after settling his affairs in the Balkans.[66]
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Another event that Louis found threatening was the Glorious Revolution of 1688, in England. Although King James II was Catholic, his two Anglican daughters, Mary and Anne, ensured the English people a Protestant succession. However, when James II's son James was born, he took precedence in the succession over his elder sisters. This seemed to herald an era of Catholic monarchs in England. Protestant lords called on the Dutch Prince William III of Orange, grandson of Charles I of England, to come to their aid. He sailed for England with troops despite Louis' warning that France would regard it as a provocation. Witnessing numerous desertions and defections, even among those closest to him, James II fled England. Parliament declared the throne vacant, and offered it to James's daughter Mary II and his son-in-law and nephew William. Vehemently anti-French, William (now William III of England) pushed his new kingdoms into war, thus transforming the League of Augsburg into the Grand Alliance. Before this happened, Louis expected William's expedition to England to absorb his energies and those of his allies, so he dispatched troops to the Rhineland after the expiry of his ultimatum to the German princes requiring confirmation of the Truce of Ratisbon and acceptance of his demands about the succession crises. This military manoeuvre was also intended to protect his eastern provinces from Imperial invasion by depriving the enemy army of sustenance, thus explaining the pre-emptive scorched earth policy pursued in much of southwestern Germany (the "Devastation of the Palatinate").[67]
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French armies were generally victorious throughout the war because of Imperial commitments in the Balkans, French logistical superiority, and the quality of French generals such as Condé's famous pupil, François Henri de Montmorency-Bouteville, duc de Luxembourg. His triumphs at the Battles of Fleurus in 1690, Steenkerque in 1692, and Landen in 1693 preserved northern France from invasion.[68]
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Although an attempt to restore James II failed at the Battle of the Boyne in 1690, France accumulated a string of victories from Flanders in the north, Germany in the east, and Italy and Spain in the south, to the high seas and the colonies. Louis personally supervised the captures of Mons in 1691 and Namur in 1692. Luxembourg gave France the defensive line of the Sambre by capturing Charleroi in 1693. France also overran most of the Duchy of Savoy after the battles of Marsaglia and Staffarde in 1693. While naval stalemate ensued after the French victory at the Battle of Beachy Head in 1690 and the Allied victory at Barfleur-La Hougue in 1692, the Battle of Torroella in 1694 exposed Catalonia to French invasion, culminating in the capture of Barcelona. Although the Dutch captured Pondichéry in 1693, a French raid on the Spanish treasure port of Cartagena, Spain in 1697 yielded a fortune of 10,000,000 livres.
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In July 1695, the city of Namur, occupied for three years by the French, was besieged by an allied army led by William III. Louis XIV ordered the surprise destruction of a Flemish city to divert the attention of these troops. This led to the bombardment of Brussels, in which 4-5000 buildings were destroyed, including the entire city-center. The strategy failed, as Namur fell three weeks later, but harmed Louis XIV's reputation: a century later, Napoleon deemed the bombardment "as barbarous as it was useless."[69]
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Peace was broached by Sweden in 1690. By 1692, both sides evidently wanted peace, and secret bilateral talks began, but to no avail.[70] Louis tried to break up the alliance against him by dealing with individual opponents, but this did not achieve its aim until 1696, when the Savoyards agreed to the Treaty of Turin and switched sides. Thereafter, members of the League of Augsburg rushed to the peace table, and negotiations for a general peace began in earnest, culminating in the Treaty of Ryswick of 1697.[71]
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The Treaty of Ryswick ended the War of the League of Augsburg and disbanded the Grand Alliance. By manipulating their rivalries and suspicions, Louis divided his enemies and broke their power.
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The treaty yielded many benefits for France. Louis secured permanent French sovereignty over all of Alsace, including Strasbourg, and established the Rhine as the Franco-German border (which persists to this day). Pondichéry and Acadia were returned to France, and Louis' de facto possession of Saint-Domingue was recognised as lawful. However, he returned Catalonia and most of the Reunions.
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French military superiority might have allowed him to press for more advantageous terms. Thus, his generosity to Spain with regard to Catalonia has been read as a concession to foster pro-French sentiment and may ultimately have induced King Charles II to name Louis' grandson Philip, Duke of Anjou, as heir to the throne of Spain.[72] In exchange for financial compensation, France renounced its interests in the Electorate of Cologne and the Palatinate. Lorraine, which had been occupied by the French since 1670, was returned to its rightful Duke Leopold, albeit with a right of way to the French military. William and Mary were recognised as joint sovereigns of the British Isles, and Louis withdrew support for James II. The Dutch were given the right to garrison forts in the Spanish Netherlands that acted as a protective barrier against possible French aggression. Though in some respects, the Treaty of Ryswick may appear a diplomatic defeat for Louis since he failed to place client rulers in control of the Palatinate or the Electorate of Cologne, he did in fact fulfill many of the aims laid down in his 1688 ultimatum.[73] In any case, peace in 1697 was desirable to Louis, since France was exhausted from the costs of the war.
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By the time of the Treaty of Ryswick, the Spanish succession had been a source of concern to European leaders for well over forty years. King Charles II ruled a vast empire comprising Spain, Naples, Sicily, Milan, the Spanish Netherlands, and numerous Spanish colonies. He produced no children, however, and consequently had no direct heirs.
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The principal claimants to the throne of Spain belonged to the ruling families of France and Austria. The French claim derived from Louis XIV's mother Anne of Austria (the older sister of Philip IV of Spain) and his wife Maria Theresa (Philip IV's eldest daughter). Based on the laws of primogeniture, France had the better claim as it originated from the eldest daughters in two generations. However, their renunciation of succession rights complicated matters. In the case of Maria Theresa, nonetheless, the renunciation was considered null and void owing to Spain's breach of her marriage contract with Louis. In contrast, no renunciations tainted the claims of the Emperor Leopold I's son Charles, Archduke of Austria, who was a grandson of Philip III's youngest daughter Maria Anna. The English and Dutch feared that a French or Austrian-born Spanish king would threaten the balance of power and thus preferred the Bavarian Prince Joseph Ferdinand, a grandson of Leopold I through his first wife Margaret Theresa of Spain (the younger daughter of Philip IV).
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In an attempt to avoid war, Louis signed the Treaty of the Hague with William III of England in 1698. This agreement divided Spain's Italian territories between Louis's son le Grand Dauphin and the Archduke Charles, with the rest of the empire awarded to Joseph Ferdinand. William III consented to permitting the Dauphin's new territories to become part of France when the latter succeeded to his father's throne.[74] The signatories, however, omitted to consult the ruler of these lands, and Charles II was passionately opposed to the dismemberment of his empire. In 1699, he re-confirmed his 1693 will that named Joseph Ferdinand as his sole successor.[75]
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Six months later, Joseph Ferdinand died. Therefore, in 1700, Louis and William III concluded a fresh partitioning agreement, the Treaty of London. This allocated Spain, the Low Countries, and the Spanish colonies to the Archduke. The Dauphin would receive all of Spain's Italian territories.[76] Charles II acknowledged that his empire could only remain undivided by bequeathing it entirely to a Frenchman or an Austrian. Under pressure from his German wife, Maria Anna of Neuburg, Charles II named the Archduke Charles as his sole heir.
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On his deathbed in 1700, Charles II unexpectedly changed his will. The clear demonstration of French military superiority for many decades before this time, the pro-French faction at the court of Spain, and even Pope Innocent XII convinced him that France was more likely to preserve his empire intact. He thus offered the entire empire to the Dauphin's second son Philip, Duke of Anjou, provided it remained undivided. Anjou was not in the direct line of French succession, thus his accession would not cause a Franco-Spanish union.[76] If Anjou refused, the throne would be offered to his younger brother Charles, Duke of Berry. If the Duke of Berry declined it, it would go to the Archduke Charles, then to the distantly related House of Savoy if Charles declined it.[77]
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Louis was confronted with a difficult choice. He might agree to a partition of the Spanish possessions and avoid a general war, or accept Charles II's will and alienate much of Europe. Initially, Louis may have been inclined to abide by the partition treaties. However, the Dauphin's insistence persuaded Louis otherwise.[78] Moreover, Louis's foreign minister, Jean-Baptiste Colbert, marquis de Torcy, pointed out that war with the Emperor would almost certainly ensue whether Louis accepted the partition treaties or Charles II's will. He emphasised that, should it come to war, William III was unlikely to stand by France since he "made a treaty to avoid war and did not intend to go to war to implement the treaty".[75] Indeed, in the event of a war, it might be preferable to be already in control of the disputed lands. Eventually, therefore, Louis decided to accept Charles II's will. Philip, Duke of Anjou, thus became Philip V, King of Spain.
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Most European rulers accepted Philip as king, though some only reluctantly. Depending on one's views of the war as inevitable or not, Louis acted reasonably or arrogantly.[79] He confirmed that Philip V retained his French rights despite his new Spanish position. Admittedly, he may only have been hypothesising a theoretical eventuality and not attempting a Franco-Spanish union. But his actions were certainly not read as being disinterested. Moreover, Louis sent troops to the Spanish Netherlands to evict Dutch garrisons and secure Dutch recognition of Philip V. In 1701, Philip transferred the asiento (the right to supply slaves to Spanish colonies) to France, alienating English traders. As tensions mounted, Louis decided to acknowledge James Stuart, the son of James II, as king of England on the latter's death, infuriating William III. These actions enraged Britain and the Dutch Republic.[80] With the Holy Roman Emperor and the petty German states, they formed another Grand Alliance and declared war on France in 1702. French diplomacy, however, secured Bavaria, Portugal, and Savoy as Franco-Spanish allies.[81]
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Even before war was officially declared, hostilities began with Imperial aggression in Italy. When finally declared, the War of the Spanish Succession would last almost until Louis's death, at great cost to him and the kingdom of France.
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The war began with French successes, however the joint talents of John Churchill, Duke of Marlborough, and Eugene of Savoy checked these victories and broke the myth of French invincibility. The duo allowed the Palatinate and Austria to occupy Bavaria after their victory at the Battle of Blenheim. Maximilian II Emanuel, Elector of Bavaria, had to flee to the Spanish Netherlands. The impact of this victory won the support of Portugal and Savoy. Later, the Battle of Ramillies delivered the Low Countries up to the Allies, and the Battle of Turin forced Louis to evacuate Italy, leaving it open to Allied forces. Marlborough and Eugene of Savoy met again at the Battle of Oudenarde, which enabled them to mount an invasion of France.
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France established contact with Francis II Rákóczi and promised support if he took up the cause of Hungarian independence.
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Defeats, famine, and mounting debt greatly weakened France. Between 1693 and 1710, over two million people died in two famines, made worse as foraging armies seized food supplies from the villages.[82][83] In his desperation, Louis XIV even ordered a disastrous invasion of the English island of Guernsey in the autumn of 1704 with the aim of raiding their successful harvest. By the winter of 1708–1709, Louis was willing to accept peace at nearly any cost. He agreed that the entire Spanish empire should be surrendered to the Archduke Charles, and he also consented to return to the frontiers of the Peace of Westphalia, giving up all the territories he had acquired over sixty years of his reign. He could not speak for his grandson, however, and could not promise that Philip V would accept these terms. Thus, the Allies demanded that Louis single-handedly attack his own grandson to force these terms on him. If he could not achieve this within the year, the war would resume. Louis could not accept these terms.[84]
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The final phases of the War of the Spanish Succession demonstrated that the Allies could not maintain the Archduke Charles in Spain just as surely as France could not retain the entire Spanish inheritance for King Philip V. The Allies were definitively expelled from central Spain by the Franco-Spanish victories at the Battles of Villaviciosa and Brihuega in 1710. French forces elsewhere remained obdurate despite their defeats. The Allies suffered a Pyrrhic victory at the Battle of Malplaquet with 21,000 casualties, twice that of the French.[85] Eventually, France recovered its military pride with the decisive victory at Denain in 1712.
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French military successes near the end of the war took place against the background of a changed political situation in Austria. In 1705, the Emperor Leopold I died. His elder son and successor, Joseph I, followed him in 1711. His heir was none other than the Archduke Charles, who secured control of all of his brother's Austrian land holdings. If the Spanish empire then fell to him, it would have resurrected a domain as vast as that of Holy Roman Emperor Charles V in the sixteenth century. To the maritime powers of Great Britain and the Dutch Republic, this would have been as undesirable as a Franco-Spanish union.[86]
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As a result of the fresh British perspective on the European balance of power, Anglo-French talks began that culminated in the 1713 Treaty of Utrecht between Louis, Philip V of Spain, Anne, Queen of Great Britain, and the Dutch Republic. In 1714, after losing Landau and Freiburg, the Holy Roman Emperor also made peace with France in the Treaties of Rastatt and Baden.
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In the general settlement, Philip V retained Spain and its colonies, whereas Austria received the Spanish Netherlands and divided Spanish Italy with Savoy. Britain kept Gibraltar and Menorca. Louis agreed to withdraw his support for James Stuart, son of James II and pretender to the throne of Great Britain, and ceded Newfoundland, Rupert's Land, and Acadia in the Americas to Anne. Britain gained most from the Treaty of Utrecht, but the final terms were much more favourable to France than those which were being discussed in peace negotiations in 1709 and 1710.[citation needed] France retained Île-Saint-Jean and Île Royale, and Louis did acquire a few minor European territories, such as the Principality of Orange and the Ubaye Valley, which covered transalpine passes into Italy. Thanks to Louis, his allies the Electors of Bavaria and Cologne were restored to their pre-war status and returned their lands.[87]
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Louis and his wife Maria Theresa of Spain had six children from the marriage contracted for them in 1660. However, only one child, the eldest, survived to adulthood: Louis, le Grand Dauphin, known as Monseigneur. Maria Theresa died in 1683, whereupon Louis remarked that she had never caused him unease on any other occasion.
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Despite evidence of affection early on in their marriage, Louis was never faithful to Maria Theresa. He took a series of mistresses, both official and unofficial. Among the better documented are Louise de La Vallière (with whom he had 5 children; 1661–67), Bonne de Pons d'Heudicourt (1665), Catherine Charlotte de Gramont (1665), Françoise-Athénaïs, Marquise de Montespan (with whom he had 7 children; 1667–80), Anne de Rohan-Chabot (1669–75), Claude de Vin des Œillets (1 child born in 1676), Isabelle de Ludres (1675–78), and Marie Angélique de Scorailles (1679–81), who died at age 19 in childbirth. Through these liaisons, he produced numerous illegitimate children, most of whom he married to members of cadet branches of the royal family.
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Louis proved relatively more faithful to his second wife, Françoise d'Aubigné, Marquise de Maintenon. He first met her through her work caring for his children by Madame de Montespan, noting the care she gave to his favorite, Louis Auguste, Duke of Maine.[88] The king was, at first, put off by her strict religious practice, but he warmed to her through her care for his children.[88]
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When he legitimized his children by Madame de Montespan on 20 December 1673, Françoise d'Aubigné became the royal governess at Saint-Germain.[88] As governess, she was one of very few people permitted to speak to him as an equal, without limits.[88] It is believed that they were married secretly at Versailles on or around 10 October 1683[89] or January 1684.[90] This marriage, though never announced or publicly discussed, was an open secret and lasted until his death.[91]
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Louis was a pious and devout king who saw himself as the head and protector of the Gallican Church. Louis made his devotions daily regardless of where he was, following the liturgical calendar regularly.[92] Under the influence of his very religious second wife, he became much stronger in the practice of his Catholic faith.[93] This included the banning of opera and comedy performances during Lent.[93]
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Towards the middle and the end of his reign, the centre for the King's religious observances was usually the Chapelle Royale at Versailles. Ostentation was a distinguishing feature of daily Mass, annual celebrations, such as those of Holy Week, and special ceremonies.[94] Louis established the Paris Foreign Missions Society, but his informal alliance with the Ottoman Empire was criticised for undermining Christendom.[95]
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Louis generously supported the royal court of France and those who worked under him. He brought the Académie Française under his patronage and became its "Protector". He allowed Classical French literature to flourish by protecting such writers as Molière, Racine, and La Fontaine, whose works remain greatly influential to this day. Louis also patronised the visual arts by funding and commissioning various artists, such as Charles Le Brun, Pierre Mignard, Antoine Coysevox, and Hyacinthe Rigaud, whose works became famous throughout Europe. In music, composers and musicians such as Jean-Baptiste Lully, Jacques Champion de Chambonnières, and François Couperin thrived. In 1661, Louis founded the Académie Royale de Danse, and in 1669, the Académie d'Opéra, important driving events in the evolution of ballet. The King also attracted, supported and patronized such artists as André Charles Boulle who revolutionised marquetry with his art of inlay, today known as "Boulle Work".
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Over the course of four building campaigns, Louis converted a hunting lodge built by Louis XIII into the spectacular Palace of Versailles. With the exception of the current Royal Chapel (built near the end of Louis' reign), the palace achieved much of its current appearance after the third building campaign, which was followed by an official move of the royal court to Versailles on 6 May 1682. Versailles became a dazzling, awe-inspiring setting for state affairs and the reception of foreign dignitaries. At Versailles, the king alone commanded attention.
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Several reasons have been suggested for the creation of the extravagant and stately palace, as well as the relocation of the monarchy's seat. For example, the memoirist Saint-Simon speculated that Louis viewed Versailles as an isolated power center where treasonous cabals could be more readily discovered and foiled.[49] Alternatively, there has been speculation that the revolt of the Fronde caused Louis to hate Paris, which he abandoned for a country retreat. However, his sponsorship of many public works in Paris, such as the establishment of a police force and of street-lighting,[96] lend little credence to this theory. As a further example of his continued care for the capital, Louis constructed the Hôtel des Invalides, a military complex and home to this day for officers and soldiers rendered infirm either by injury or old age. While pharmacology was still quite rudimentary in his day, the Invalides pioneered new treatments and set new standards for hospice treatment. The conclusion of the Treaty of Aix-la-Chapelle, in 1668, also induced Louis to demolish the northern walls of Paris in 1670 and replace them with wide tree-lined boulevards.[97]
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Louis also renovated and improved the Louvre and other royal residences. Gian Lorenzo Bernini was originally to plan additions to the Louvre; however, his plans would have meant the destruction of much of the existing structure, replacing it with an Italian summer villa in the centre of Paris. Bernini's plans were eventually shelved in favour of the elegant Louvre Colonnade designed by three Frenchmen: Louis Le Vau, Charles Le Brun, and Claude Perrault. With the relocation of the court to Versailles, the Louvre was given over to the arts and the public.[98]
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During his visit from Rome, Bernini also executed a renowned portrait bust of the king.
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Few rulers in world history have commemorated themselves in as grand a manner as Louis.[99] Louis used court ritual and the arts to validate and augment his control over France. With his support, Colbert established from the beginning of Louis' personal reign a centralised and institutionalised system for creating and perpetuating the royal image. The King was thus portrayed largely in majesty or at war, notably against Spain. This portrayal of the monarch was to be found in numerous media of artistic expression, such as painting, sculpture, theatre, dance, music, and the almanacs that diffused royal propaganda to the population at large.
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Over his lifetime, Louis commissioned numerous works of art to portray himself, among them over 300 formal portraits. The earliest portrayals of Louis already followed the pictorial conventions of the day in depicting the child king as the majestically royal incarnation of France. This idealisation of the monarch continued in later works, which avoided depictions of the effect of the smallpox that Louis contracted in 1647. In the 1660s, Louis began to be shown as a Roman emperor, the god Apollo, or Alexander the Great, as can be seen in many works of Charles Le Brun, such as sculpture, paintings, and the decor of major monuments.
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The depiction of the king in this manner focused on allegorical or mythological attributes, instead of attempting to produce a true likeness. As Louis aged, so too did the manner in which he was depicted. Nonetheless, there was still a disparity between realistic representation and the demands of royal propaganda. There is no better illustration of this than in Hyacinthe Rigaud's frequently-reproduced Portrait of Louis XIV of 1701, in which a 63-year-old Louis appears to stand on a set of unnaturally young legs.[100]
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Rigaud's portrait exemplified the height of royal portraiture during Louis' reign. Although Rigaud crafted a credible likeness of Louis, the portrait was neither meant as an exercise in realism nor to explore Louis' personal character. Certainly, Rigaud was concerned with detail and depicted the king's costume with great precision, down to his shoe buckle.[101]
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However, Rigaud's intention was to glorify the monarchy. Rigaud's original, now housed in the Louvre, was originally meant as a gift to Louis' grandson, Philip V of Spain. However, Louis was so pleased with the work that he kept the original and commissioned a copy to be sent to his grandson. That became the first of many copies, both in full and half-length formats, to be made by Rigaud, often with the help of his assistants. The portrait also became a model for French royal and imperial portraiture down to the time of Charles X over a century later. In his work, Rigaud proclaims Louis' exalted royal status through his elegant stance and haughty expression, the royal regalia and throne, rich ceremonial fleur-de-lys robes, as well as the upright column in the background, which, together with the draperies, serves to frame this image of majesty.
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In addition to portraits, Louis commissioned at least 20 statues of himself in the 1680s, to stand in Paris and provincial towns as physical manifestations of his rule. He also commissioned "war artists" to follow him on campaigns to document his military triumphs. To remind the people of these triumphs, Louis erected permanent triumphal arches in Paris and the provinces for the first time since the decline of the Roman Empire.
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Louis' reign marked the birth and infancy of the art of medallions. Sixteenth-century rulers had often issued medals in small numbers to commemorate the major events of their reigns. Louis, however, struck more than 300 to celebrate the story of the king in bronze, that were enshrined in thousands of households throughout France.
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He also used tapestries as a medium of exalting the monarchy. Tapestries could be allegorical, depicting the elements or seasons, or realist, portraying royal residences or historical events. They were among the most significant means to spread royal propaganda prior to the construction of the Hall of Mirrors at Versailles.[102]
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Louis loved ballet and frequently danced in court ballets during the early half of his reign. In general, Louis was an eager dancer who performed 80 roles in 40 major ballets. This approaches the career of a professional ballet dancer.[103]
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His choices were strategic and varied. He danced four parts in three of Molière's comédies-ballets, which are plays accompanied by music and dance. Louis played an Egyptian in Le Mariage forcé in 1664, a Moorish gentleman in Le Sicilien in 1667, and both Neptune and Apollo in Les Amants magnifiques in 1670.
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He sometimes danced leading roles which were suitably royal or godlike (such as Neptune, Apollo, or the Sun).[103] At other times, he would adopt mundane roles before appearing at the end in the lead role. It is considered that, at all times, he provided his roles with sufficient majesty and drew the limelight with his flair for dancing.[103] For Louis, ballet may not have merely been a tool for manipulation in his propaganda machinery. The sheer number of performances he gave as well as the diversity of roles he played may serve to indicate a deeper understanding and interest in the art form.[104][105]
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Ballet dancing was actually used by Louis as a political tool to hold power over his state. [106] He integrated ballet deeply in court social functions and fixated his nobles' attention on upholding standards in ballet dancing, effectively distracting them from political activities. [107] In 1661, Royal of the Academy was founded by Louis to further his ambition. Pierre Beauchamp, his private dance instructor, was ordered by Louis to come up with a notation system to record ballet performances, which he did with great success. His work was adopted and published by Feuillet in 1700. This major development in ballet played an important role in promoting French culture and ballet throughout Europe during Louis' time. [108]
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Louis greatly emphasized etiquettes in ballet dancing, evidently seen in "La belle danse" (the French noble style). More challenging skills were required to perform this dance with movements very much resembling court behaviors, as a way to remind the nobles of the king's absolute power and their own status. All the details and rules were compressed in five positions of the bodies codified by Beauchamp. [109]
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Besides the official depiction and image of Louis, his subjects also followed a non-official discourse consisting mainly of clandestine publications, popular songs, and rumors that provided an alternative interpretation of Louis and his government. They often focused on the miseries arising from poor government, but also carried the hope for a better future when Louis escaped the malignant influence of his ministers and mistresses, and took the government into his own hands. On the other hand, petitions addressed either directly to Louis or to his ministers exploited the traditional imagery and language of monarchy. These varying interpretations of Louis abounded in self-contradictions that reflected the people's amalgamation of their everyday experiences with the idea of monarchy.[110]
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Despite the image of a healthy and virile king that Louis sought to project, evidence exists to suggest that his health was not very good. He had many ailments: for example, symptoms of diabetes, as confirmed in reports of suppurating periostitis in 1678, dental abscesses in 1696, along with recurring boils, fainting spells, gout, dizziness, hot flushes, and headaches.
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From 1647 to 1711, the three chief physicians to the king (Antoine Vallot, Antoine d'Aquin, and Guy-Crescent Fagon) recorded all of his health problems in the Journal de Santé du Roi (Journal of the King's Health), a daily report of his health. On 18 November 1686, Louis underwent a painful operation for an anal fistula that was performed by the surgeon Charles Felix de Tassy, who prepared a specially shaped curved scalpel for the occasion. The wound took more than two months to heal.[111]
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Louis died of gangrene at Versailles on 1 September 1715, four days before his 77th birthday, after 72 years on the throne. Enduring much pain in his last days, he finally "yielded up his soul without any effort, like a candle going out", while reciting the psalm Domine, ad adjuvandum me festina (O Lord, make haste to help me).[112] His body was laid to rest in Saint-Denis Basilica outside Paris. It remained there undisturbed for about 80 years, until revolutionaries exhumed and destroyed all of the remains found in the Basilica.[113]
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Louis outlived most of his immediate legitimate family. His last surviving in-wedlock son, the Dauphin, died in 1711. Barely a year later, the Duke of Burgundy, the eldest of the Dauphin's three sons and then heir to Louis, followed his father. Burgundy's elder son, Louis, Duke of Brittany, joined them a few weeks later. Thus, on his deathbed, Louis' heir was his five-year-old great-grandson, Louis, Duke of Anjou, Burgundy's younger son.
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Louis foresaw an underaged heir and sought to restrict the power of his nephew Philip II, Duke of Orléans, who, as his closest surviving legitimate relative in France, would likely become regent to the prospective Louis XV. Accordingly, the king created a regency council as Louis XIII had in anticipation of Louis XIV's own minority, with some power vested in his illegitimate son Louis-Auguste de Bourbon, Duke of Maine.[114] Orléans, however, had Louis' will annulled by the Parlement of Paris after his death and made himself sole regent. He stripped Maine and his brother, Louis-Alexandre, Count of Toulouse, of the rank of Prince of the Blood, which Louis had granted them, and significantly reduced Maine's power and privileges.[115]
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Line of succession to the French throne upon the death of Louis XIV in 1715. Louis XIV's only surviving legitimate grandson, Philip V, was not included in the line of succession due to having renounced the French throne after the war of the Spanish succession, which lasted for 13 years after the death of Charles II of Spain in 1700.[116]
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According to Philippe de Dangeau's Journal, Louis on his deathbed advised his heir with these words:
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Do not follow the bad example which I have set you; I have often undertaken war too lightly and have sustained it for vanity. Do not imitate me, but be a peaceful prince, and may you apply yourself principally to the alleviation of the burdens of your subjects.[117]
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Some historians point out that it was a customary demonstration of piety in those days to exaggerate one's sins. Thus they do not place much emphasis on Louis' deathbed declarations in assessing his accomplishments. Rather, they focus on military and diplomatic successes, such as how he placed a French prince on the Spanish throne. This, they contend, ended the threat of an aggressive Spain that historically interfered in domestic French politics. These historians also emphasise the effect of Louis' wars in expanding France's boundaries and creating more defensible frontiers that preserved France from invasion until the Revolution.[117]
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Arguably, Louis also applied himself indirectly to "the alleviation of the burdens of [his] subjects." For example, he patronised the arts, encouraged industry, fostered trade and commerce, and sponsored the founding of an overseas empire. Moreover, the significant reduction in civil wars and aristocratic rebellions during his reign are seen by these historians as the result of Louis' consolidation of royal authority over feudal elites.[118] In their analysis, his early reforms centralised France and marked the birth of the modern French state. They regard the political and military victories as well as numerous cultural achievements as the means by which Louis helped raise France to a preeminent position in Europe.[119] Europe came to admire France for its military and cultural successes, power, and sophistication. Europeans generally began to emulate French manners, values, goods, and deportment. French became the universal language of the European elite.
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Louis' detractors have argued that his considerable foreign, military, and domestic expenditure impoverished and bankrupted France. His supporters, however, distinguish the state, which was impoverished, from France, which was not. As supporting evidence, they cite the literature of the time, such as the social commentary in Montesquieu's Persian Letters.[120]
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Alternatively, Louis' critics attribute the social upheaval culminating in the French Revolution to his failure to reform French institutions while the monarchy was still secure. Other scholars counter that there was little reason to reform institutions that largely worked well under Louis. They also maintain that events occurring almost 80 years after his death were not reasonably foreseeable to Louis, and that in any case, his successors had sufficient time to initiate reforms of their own.[121]
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Louis has often been criticised for his vanity. The memoirist Saint-Simon, who claimed that Louis slighted him, criticised him thus:
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There was nothing he liked so much as flattery, or, to put it more plainly, adulation; the coarser and clumsier it was, the more he relished it.
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For his part, Voltaire saw Louis' vanity as the cause for his bellicosity:
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It is certain that he passionately wanted glory, rather than the conquests themselves. In the acquisition of Alsace and half of Flanders, and of all of Franche-Comté, what he really liked was the name he made for himself.[122]
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Nonetheless, Louis has also received praise. The anti-Bourbon Napoleon described him not only as "a great king", but also as "the only King of France worthy of the name".[123] Leibniz, the German Protestant philosopher, commended him as "one of the greatest kings that ever was".[124] And Lord Acton admired him as "by far the ablest man who was born in modern times on the steps of a throne".[125] The historian and philosopher Voltaire wrote: "His name can never be pronounced without respect and without summoning the image of an eternally memorable age".[126] Voltaire's history, The Age of Louis XIV, named Louis' reign as not only one of the four great ages in which reason and culture flourished, but the greatest ever.[127][128]
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In 1848, at Nuneham House, a piece of Louis' mummified heart, taken from his tomb and kept in a silver locket by Lord Harcourt, Archbishop of York, was shown to the Dean of Westminster, William Buckland, who ate it.[129]
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Numerous quotes have been attributed to Louis XIV by legend.
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The well-known "I am the state" ("L'état, c'est moi.") was reported from at least the late 18th century.[130]
|
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It was widely repeated but also denounced as apocryphal by the early 19th century.[131][b][132]
|
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|
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He did say, "Every time I appoint someone to a vacant position, I make a hundred unhappy and one ungrateful."[133][134] Louis is recorded by numerous eyewitnesses as having said on his deathbed: "Je m'en vais, mais l'État demeurera toujours." ("I depart, but the State shall always remain.")[135]
|
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Louis's formal style was "Louis XIV, par la grâce de Dieu, roi de France et de Navarre", or "Louis XIV, by the Grace of God, King of France and of Navarre".
|
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|
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On 5 April 1693, Louis also founded the Royal and Military Order of Saint Louis (French: Ordre Royal et Militaire de Saint-Louis), a military order of chivalry.[137][138] He named it after Louis IX and intended it as a reward for outstanding officers. It is notable as the first decoration that could be granted to non-nobles and is roughly the forerunner of the Légion d'honneur, with which it shares the red ribbon (though the Légion d'honneur is awarded to military personnel and civilians alike).
|
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|
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+
Louis' patriline is the line from which he is descended father to son.
|
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Patrilineal descent is the principle behind membership in royal houses, as it can be traced back through the generations - which means that if King Louis were to choose an historically accurate house name it would be Robertian, as all his male-line ancestors have been of that house.
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|
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Louis is a member of the House of Bourbon, a branch of the Capetian dynasty and of the Robertians.
|
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|
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Louis' patriline is the line from which he is descended father to son. It follows the Bourbon, Kings of France, and the Counts of Paris and Worms. This line can be traced back more than 1,200 years from Robert of Hesbaye to the present day, through Kings of France & Navarre, Spain and Two-Sicilies, Dukes of Parma and Grand-Dukes of Luxembourg, Princes of Orléans and Emperors of Brazil. It is one of the oldest in Europe.
|
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|
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This is an incomplete list of Louis XIV's illegitimate children. He reputedly had more, but the difficulty in fully documenting all such births restricts the list only to the better-known and/or legitimised.
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Louis XV (15 February 1710 – 10 May 1774), known as Louis the Beloved (French: le Bien-Aimé),[1] was King of France from 1 September 1715 until his death in 1774. He succeeded his great-grandfather Louis XIV at the age of five. Until he reached maturity (then defined as his 13th birthday) on 15 February 1723, the kingdom was ruled by Philippe II, Duke of Orléans, as Regent of France.
|
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Cardinal Fleury was his chief minister from 1726 until the Cardinal's death in 1743, at which time the king took sole control of the kingdom.
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|
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His reign of almost 59 years (from 1715 to 1774) was the second longest in the history of France, exceeded only by his predecessor and great-grandfather, Louis XIV, who had ruled for 72 years (from 1643 to 1715).[2] In 1748, Louis returned the Austrian Netherlands, won at the Battle of Fontenoy of 1745. He ceded New France in North America to Spain and Great Britain at the conclusion of the disastrous Seven Years' War in 1763. He incorporated the territories of the Duchy of Lorraine and the Corsican Republic into the Kingdom of France. He was succeeded in 1774 by his grandson Louis XVI, who was executed by guillotine during the French Revolution. Two of his other grandsons, Louis XVIII and Charles X, occupied the throne of France after the fall of Napoleon I. Historians generally give his reign very low marks, especially as reports of his corruption embarrassed the monarchy and as wars drained the treasury and set the stage for the French Revolution of 1789.
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Louis XV was the great-grandson of Louis XIV and the third son of the Duke of Burgundy (1682–1712), and his wife Marie Adélaïde of Savoy, the eldest daughter of Victor Amadeus II, Duke of Savoy. He was born in the Palace of Versailles on 15 February 1710. When he was born, he was named the Duke of Anjou. The possibility of his becoming King seemed very remote; the King's oldest son and heir, Louis Le Grand Dauphin, Louis's father and his elder surviving brother were ahead of him in the succession. However, the Grand Dauphin died of smallpox on 14 April 1711.[3] On 12 February 1712 the mother of Louis, Marie Adélaïde, was stricken with measles and died, followed on 18 February by Louis's father, the former Duke of Burgundy, who was next in line for the throne. On 7 March, it was found that both Louis and his older brother, the former Duke of Brittany, had the measles. The two brothers were treated in the traditional way, with bleeding. On the night of 8–9 March, the new Dauphin died from the combination of the disease and the treatment. The governess of Louis, Madame de Ventadour, would not allow the doctors to bleed Louis further; he was very ill but survived.[4] When Louis XIV died on 1 September 1715, Louis, at the age of five, inherited the throne.[5]
|
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|
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The Ordinance of Vincennes from 1374 required that the kingdom be governed by a regent until Louis reached the age of thirteen. The title of Regent was given to his nearest relative, his cousin Philippe, the Duke of Orleans. Louis XIV, however, distrusted Philippe, who was a renowned soldier, but was regarded by the King as an atheist and libertine. The King referred privately to Philippe as a Fanfaron des crimes ("braggart of crimes").[6] Louis XIV wanted France to be ruled by his favorite but illegitimate son, Duke of Maine (illegitimate son of Louis XIV and Madame de Montespan), who was in the council. In August 1714, shortly before his own death, the King rewrote his will to restrict the powers of the regent; it stipulated that the nation was to be governed by a Regency Council made up of fourteen members until the new king reached the age of thirteen. Philippe, nephew of Louis XIV, was named president of the council, but other members included the Duke of Maine and his allies. Decisions were to be made by majority vote, meaning that the Regent could be outvoted by Maine's party. Orléans saw the trap, and immediately after the death of the King, he went to the Parlement of Paris, an assembly of nobles where he had many allies, and had the Parlement annul the King's will.[7] In exchange for their support, he restored to the Parlement its droit de remontrance (right of remonstrance) – the right to challenge the King's decisions, which had been removed by Louis XIV. The droit de remontrance would impair the monarchy's functioning and marked the beginning of a conflict between the Parlement and King which eventually led to the French Revolution in 1789.[8]
|
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|
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On 9 September 1715, the Regent had the young King transported away from the court in Versailles to Paris, where the Regent had his own residence in the Palais Royal. On 12 September, he performed his first official act, opening the first lit de justice of his reign at the Palais Royal. From September 1715 until January 1716 he lived in the Château de Vincennes, before moving to the Tuileries Palace. In February 1717, when he reached the age of seven, he was taken from his governess Madame Ventadour and placed in the care of François de Villeroy, the 73-year-old Duke and Maréchal de France, named as his governor in Louis XIV's will of August 1714. Villeroy instructed the young King in court etiquette, taught him how to review a regiment, and how to receive royal visitors.[9] His guests included the Russian Tsar Peter the Great in 1717; contrary to ordinary protocol, the two-meter-tall Tsar picked up Louis and kissed him. Louis also learned the skills of horseback riding and hunting, which became the great passion of the young King.[10] In 1720, following the example of Louis XIV, Villeroy had the young Louis dance in public in two ballets at the Tuileries Palace on 24 February 1720, and again in The Ballet des Elements on 31 December 1721.[11] The shy Louis evidently did not enjoy the experience; he never danced in another ballet.[12]
|
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|
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The King's tutor was the Abbé André-Hercule de Fleury, the bishop of Fréjus (and later to become Cardinal de Fleury), who saw that he was instructed in Latin, Italian, history and geography, astronomy, mathematics and drawing, and cartography. The King charmed the visiting Russian Tsar by identifying the major rivers, cities and geographic features of Russia. In his later life the King retained his passion for science and geography; he created departments in physics (1769) and mechanics (1773) at the Collège de France.,[13] and he sponsored the first complete and accurate map of France, the Cartes de Cassini.[14] Besides his academic studies, He received a practical education in government. Beginning in 1720 he attended the regular meetings of the Regency Council.
|
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|
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One economic crisis disrupted the Regency; the Scottish economist and banker John Law was named controller-general of finances. In May 1716, he opened the Banque Générale Privée ("General Private Bank"), which soon became the Banque Royal. It was mostly funded by the government, and was one of the earliest banks to issue paper money, which he promised could be exchanged for gold.[15] He also persuaded wealthy Parisians to invest in the Mississippi Company, a scheme for the colonization of French territory of Louisiana. The stock of the company first soared and then collapsed in 1720, taking the bank with it. Law fled France, and wealthy Parisians became reluctant to make further investments or trust any currency but gold.[16]
|
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|
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+
In 1719, France, in alliance with Britain and the Dutch Republic, declared war on Spain. Spain was defeated on both land and sea, and quickly sought peace. A French-Spanish treaty was signed on 27 March 1721. The two governments proposed to unite their royal families by marrying Louis to Mariana Victoria of Spain, the seven-year-old daughter of Philip V of Spain, who was himself grandson of Louis XIV. The marriage contract was signed on 25 November, and the future bride came to France and took up residence in the Louvre. However, the Regent decided she was too young to have children soon enough, and she was sent back to Spain.[17] During the rest of Regency France was at peace, and in 1720, the Regent decreed an official silence on religious conflicts.[18] Montesquieu and Voltaire published their first works, and the Age of Enlightenment in France quietly began.[19]
|
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On 15 June 1722, as Louis approached his thirteenth birthday, the year of his majority, he left Paris and moved back to Versailles, where he had happy memories of his childhood, but where he was far from the reach of public opinion. On 25 October, Louis was crowned King at the Cathedral of Reims.[20]
|
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On 15 February 1723, the king's majority was declared by the Parlement of Paris, officially ending the regency. In the beginning of Louis's reign, the Duke of Orleans continued to manage the government, and took the title of Prime Minister in August 1723, but while visiting his mistress, far from the court and medical care, Orleans died in December of the same year. Following the advice of his preceptor Fleury, Louis XV appointed his cousin Louis Henri, Duke of Bourbon, to replace the late Duke of Orléans as prime minister.
|
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|
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One of the first priorities of the Duke of Bourbon was to find a bride for the King, to assure the continuity of the monarchy, and especially to prevent the succession to the throne of the Orleans branch of the family, the rivals of his branch.[21] A list of 99 princesses was prepared, among them being Anne, Princess Royal and Princess of Orange, Barbara of Portugal, Princess Charlotte Amalie of Denmark, Elisabeth Therese of Lorraine, Enrichetta d'Este and the Duke's own sisters Henriette Louise de Bourbon and Élisabeth Alexandrine de Bourbon.[22]
|
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In the end, the 21-year-old Marie Leszczyńska, daughter of Stanislaus I, the deposed king of Poland, was finally chosen.
|
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|
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The marriage was celebrated in September 1725 when the king was 15. Between 1727 and 1737, she gave the king ten children, eight girls and two boys, of whom one survived: the Dauphin Louis (1729–1765). The birth of a long-awaited heir, which ensured the survival of the dynasty for the first time since 1712, was welcomed with celebration in all spheres of French society. In 1747, the Dauphin married Maria Josephina of Saxony, who gave birth to the next three Kings of France: Louis XVI, Louis XVIII, and Charles X.[23]
|
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|
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The queen was pious and timid, and spent most of her time secluded with her own courtiers. She was a musician, read extensively, and played social games with her courtiers. After 1737, she did not share her bed with the King. She was deeply upset by the death of her son the Dauphin in 1765, and died on 24 June 1768.[24]
|
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One of the first serious conflicts that disturbed the early reign of Louis XV was a battle within the Catholic Church over a Papal Bull called Unigenitus. The Bull was requested by Louis XIV of Pope Clement XI and granted on 8 September 1713. It was a fierce condemnation of Jansenism, a Catholic doctrine based largely on the teachings of Saint Augustine. Jansenism had attracted many important followers in France, including the philosopher Blaise Pascal, the poet Racine, aristocrats including Madame de Sévigné and Madame de Lafayette. The faculty of the Sorbonne, then primarily a theological college and a center of Jansenism, demanded clarification from the government. The Jansenists were allied with the Gallicans, theologians who wanted the Catholic Church in France to be distinctly French. The opposition to Unigenitus was particularly strong among the members of the Parlement de Paris, the assembly of the nobles. Despite the protests, on 24 March 1730 Cardinal Fleury persuaded the King to issue a decree that Unigenitus was the law of France as well as that of the Church.
|
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|
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The government and church imposed repressive measures. On 27 April 1732, the Archbishop of Paris threatened to excommunicate any member of the Church who read the Jansenist journal, Nouvelles Ecclésiastiques. The Parlement was strictly forbidden to discuss religious questions, preventing them from opposing the Unigenitus bull. Priests who did not accept Unigenitus were denied the authority to administer last rites to the dying.[25] A new tax, the cinquantième, was levied against religious figures who had previously been exempted from taxation. Jansenists and Protestants were threatened with prison and banishment.[26] As a result of these repressive acts, religious dissent remained an issue throughout the King's reign.
|
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|
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Tension grew between the Duke of Bourbon and Cardinal de Fleury over the King's favor. The Duke's rigid and cold personality did not appeal to the young King, who turned to his old tutor for advice on how to run the affairs of state. When the King insisted that de Fleury was to be included in all meetings between himself and the Duke of Bourbon, the Duke was infuriated and began to undermine de Fleury's position at court. When the King became aware of the Duke's intrigue, he abruptly dismissed him and replaced him with de Fleury.[27]
|
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|
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From 1726 until his death in 1743, Fleury effectively ruled France with the king's assent. Fleury dictated the choices to be made, and encouraged the king's indecision and flattered his pride. He forbade the king to discuss politics with the Queen. In order to save on court expenses, he sent the youngest four daughters of the king to be educated at the Abbey of Fontevrault. On the surface it was the most peaceful and prosperous period of the reign of Louis XV, but it was built upon a growing volcano of opposition, particularly from the noble members of the Parlements, who saw their privileges and power reduced. Fleury made the Papal doctrine Unigenitus part of French law and forbade any debate in Parlement, which caused the silent opposition to grow. He also downplayed the importance of the French Navy, which would prove be a fatal mistake in future conflicts.[28]
|
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|
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Fleury showed the King the virtues of a stable government; he kept the same Minister of War, Bauyn d'Angervilliers, and controller of the currency, Philibert Orry, for twelve years, and his minister of foreign affairs, Germain Louis Chauvelin, for ten years. His minister of the Navy and household of the King, the Conte de Maurepas, was in office the entire period. In all he had just thirteen ministers over the course of nineteen years, while the King, in his last thirty-one years, employed forty-three.[29]
|
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|
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Louis's Controller-General of Finances Michel Robert Le Peletier des Forts (1726–1730), stabilized the French currency, though he was expelled for enriching himself in 1730. His successor, Philibert Orry, substantially reduced the debt caused by the War of the Spanish Succession, and simplified and made more fair the tax system, though he still had to depend upon the unpopular dixieme, or tax of the tenth of the revenue of every citizen. Orry managed, in the last two years of Fleury's government, to balance the royal budget, an accomplishment never again repeated during the rest of the reign.[30]
|
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+
|
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+
Fleury's government expanded commerce, both within France and with the rest of the world. Transportation and shipping were improved with the completion of the Saint-Quentin canal (linking the Oise and Somme rivers) in 1738, which was later extended to the Escaut River and the Low Countries, and the systematic building of a national road network. By the middle of the 18th century, France had the most modern and extensive road network in the world. The Council of Commerce stimulated trade, and French foreign maritime trade increased from 80 to 308 million livres between 1716 and 1748.[31]
|
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+
|
46 |
+
The Government continued its policy of religious repression, aimed at the Jansenists and the so-called "Gallicans" in Parlements of nobles. After the dismissal of 139 members of provincial parlements for opposing the official government and papal doctrine of Unigenitus, the Parlement of Paris had to register the Unigenitus papal bull and was forbidden to hear religious cases in the future.[32]
|
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|
48 |
+
In the first years of his governance, Fleury and his foreign minister Germain Louis Chauvelin sought to maintain the peace by maintaining the French alliance with England, despite their long history of antagonism and their colonial rivalry in North America and the West Indies. They also rebuilt the alliance with Spain, which had been shaken by the anger of the Spanish King when Louis refused to marry the Spanish infanta. The birth of the king's male heir in 1729 dispelled the risks of a succession crisis in France. However, new powers were emerging on the European stage, particularly Russia under Peter the Great and his successor, Catherine I of Russia. Prussia and the Holy Roman Empire of Charles VI were assembling a scattered but impressive empire far as Serbia in Eastern Europe with territories taken from Ottoman Turkey, and by marriage acquired the Catholic Netherlands (including Belgium), Milan and the Kingdom of Naples.[33]
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49 |
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50 |
+
A new coalition against France began to assemble in eastern Europe, sealed by a defensive treaty signed on 6 August 1726 between Prussia, Russia and Austria. In 1732 the coalition came into direct conflict with France over the succession to the Polish throne. The King of Poland and Elector of Saxony, Augustus II, was dying, and his official heir was Stanislaus I Leszczyński, the father of the Queen of France. In the same year Russia, Prussia and Austria signed a secret agreement to exclude Stanislaus from the throne, and put forward another candidate, Augustus III, son of the dead Polish king. The death of Augustus on 1 February 1733, with two heirs claiming the throne, launched the War of the Polish Succession. Stanislaus traveled to Warsaw, where he was crowned King of Poland and Grand Duke of Lithuania on 12 September. The Tsarina of Russia immediately marched her regiments into Poland to support her candidate. Stanislaus was forced to flee to the fortified port of Danzig (now Gdańsk), while on 5 October Augustus III was crowned in Warsaw.[34]
|
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+
Cardinal Fleury responded with a carefully orchestrated campaign of diplomacy. He first won assurances from Britain and Holland that they would not interfere in the war, while lining up alliances with Spain and the King of Sardinia in exchange for pieces of the Habsburg Empire. On 10 October 1733, Louis formally declared war against Austria. A French army occupied the Duchy of Lorraine and then Alsace, while another crossed the Alps and captured Milan on 3 November, handing it over to the King of Sardinia.[35] Fleury was less energetic in his actions to restore the Polish throne to Stanlslaw, who was blockaded by the Russian navy and army in Danzig. Instead of sending the largest part of the French fleet from its station off Copenhagen to Danzig, he ordered it to return to Brest and sent only a small squadron with two thousand soldiers, which after a fierce action was sunk by the Russians. On 3 July Stanislaus was forced to flee again, in disguise, to Prussia, where he became the guest of King Frederick William I of Prussia in the castle of Koenigsburg.
|
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+
|
54 |
+
To bring the war to an end, Fleury and Charles VI negotiated an ingenious diplomatic solution. Francis III, Duke of Lorraine, left Lorraine for Vienna, where he married Maria Theresa, the heir presumptive to the Habsburg thrones. The vacant throne of Lorraine was to be occupied by Stanislaus, who abandoned his claim to the Polish throne. Upon the death of Stanislaus, the Duchy of Lorraine and Bar would become part of France. Francis, as the future emperor, would be compensated for the loss of Lorraine by the granting of the Duchy of Tuscany. The King of Sardinia would be compensated with certain territories in Lombardy; while the Sardinians would return Naples, in exchange for Parma and Plaisance. The marriage of Francis of Lorraine and Maria Theresa took place in 1736, and the other exchanges took place in turn. With the death of Stanislaus in 1766, Lorraine and the neighboring Duchy of Bar became part of France.[36][37]
|
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In September 1739, Fleury scored another diplomatic success. France's mediation in the war between the Holy Roman Empire and the Ottoman Empire led to the Treaty of Belgrade (September 1739), which favoured the Ottoman Empire, beneficiary of a Franco-Ottoman alliance against the Habsburgs since the early 16th century. As a result, the Ottoman Empire in 1740 renewed the French capitulations, which marked the supremacy of French trade in the Middle East. With these successes, Louis XV's prestige reached its highest point. In 1740 Frederick William I, the King of Prussia declared "Since the Treaty of Vienna France is the arbiter of Europe."[38]
|
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+
|
58 |
+
On 29 October 1740, a courier brought the news to the King, who was hunting in Fontainebleau, that the Emperor Charles VI was dead, and his daughter Maria Theresa was set to succeed him. After two days of reflection, Louis declared, "In these circumstances, I don't want to get involved at all. I will remain with my hands in my pockets, unless of course they want to elect a protestant emperor."[39] This attitude did not please France's allies, who saw an opportunity to take parts of the Habsburg empire, or Louis's generals, who for a century had won glory fighting Austria. The King of Prussia had died on 31 May and was succeeded by his son Frederick the Great, a military genius with ambitions to expand Prussia's borders. The elector of Bavaria, supported by Frederick, challenged the succession of Maria Theresa, and on 17 December 1740 Frederick invaded the Austrian province of Silesia. The elderly Cardinal Fleury had too little energy left to oppose this war.
|
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Fleury sent his highest ranking general, Charles Louis Auguste Fouquet, duc de Belle-Isle, the Maréchal de Belle-Isle, the grandson of Fouquet, the famous disgraced controller of finances of Louis XIV, as his ambassador to the Diet of Frankfurt, with instructions to avoid a war by supporting the candidacy of the Elector of Bavaria to the Austrian throne. Instead, the Maréchal, who detested the Austrians, made an agreement to join with the Prussians against Austria, and the war began.[40] French and Bavarian armies quickly captured Linz and laid siege to Prague. On 10 April 1741 Frederick won a major victory over the Austrians at the Battle of Molwitz. On 18 May, Fleury assembled a new alliance combining France, Prussia, Spain and Bavaria, later joined by Poland and Sardinia. However, in 1742, the balance of the war shifted against France. The German-born British King, George II, who was also the Elector of Hanover, joined the war on the side of Austria and personally took charge of his soldiers fighting the French in Germany. Maria Theresa's Hungarian army recaptured Linz and marched into Bavaria as far as Munich. In June, Frederick of Prussia withdrew from the alliance with France, after gaining the crown of Silesia from the Austrians. Belleville had to abandon Prague, with a loss of eight thousand men. For seven years, France was engaged in a costly war with constantly shifting alliances. Orry, the superintendent of French finance, was forced to reinstate the highly unpopular dixieme tax to fund the war. Cardinal de Fleury did not live to see the end of the conflict; he died on 29 January 1743, and thereafter Louis ruled alone.[41]
|
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62 |
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The war in Germany was not going well; the French and Bavarian forces were faced with the combined armies of Austria, Saxony, Holland, Sardinia and Hanover. The army of the Duke of Noailles was defeated by a force of British, Hessian and Hanover soldiers led by George II at the battle of Dettingen, and in September French forces were compelled to abandon Germany.[42]
|
63 |
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64 |
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In 1744, the Netherlands became the primary battlefield of the war, and the French position began to improve. Frederick the Great decided to rejoin the war on the French side. Louis XV left Versailles to lead his armies in the Netherlands in person, and French field command was given to the German-born Maréchal Maurice de Saxe, a highly competent general. At the Battle of Fontenoy on 11 May 1745, Louis, accompanied by his young son the Dauphin, came under fire for the first time and witnessed a French victory over combined British, Dutch and Austrian forces. When the Dauphin became excited at the sight of so many dead enemy soldiers, the King told him, "You see what a victory costs. The blood of our enemies is still the blood of men. The true glory is to spare it."[43] Saxe went on to win further victories at Rocoux (1746) and Lauffeld (1747). In 1746 French forces besieged and occupied Brussels, which Louis entered in triumph. The King gave de Saxe the Chateau de Chambord in the Loire Valley as a reward for his victories.
|
65 |
+
|
66 |
+
After Fleury's death in January 1743, his war minister, the Duke of Noailles, showed the King a letter that Louis XIV had written to his grandson, Philip V of Spain; it counseled: "Don't allow yourself to be governed; be the master. Never have a favorite or a prime minister. Listen, consult your Council, but decide yourself. God, who made you King, will give you all the guidance you need, as long as you have good intentions."[44] Louis followed this advice and decided to govern without a prime minister. Two of his ministers took the most prominent positions in his government; the finance minister, Jean Baptiste de Machault D'Arnouville, and the minister of the armies, Comte d'Argenson.
|
67 |
+
|
68 |
+
With the end of the war, Louis decided to take the opportunity to reduce the debt and modernize the system of taxation of the Kingdom. The package of reforms was put together by his finance minister D'Arnouville and was approved by the King and presented in two decrees issued in May 1749. The first measure was an issue of bonds, paying five percent interest, to pay off the 36 million livres of debt caused by the cost of the war. This new measure was an immediate success. The second measure was the abolition of the dixième, a tax of ten percent of revenue, which had been created to finance the war, and its replacement by the vingtième, a tax of five percent on net revenue, which, unlike the dixième, taxed the income of all French citizens, including for the first time the income from the property of the clergy and the nobility.[45]
|
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+
While the new tax was supported by many, including Voltaire, it met immediate and fierce resistance from both the nobility and the church. When on 5 May 1749 it was presented for formal registration to the Parlement of Paris, the assembly composed of high nobles and wealthy Parisians who had purchased seats, it was rejected by a vote of one hundred six to forty nine; the majority asked for more time to consider the project. The King responded by demanding immediate registration, which the Parlement reluctantly granted on 19 May.[46] Resistance to the new measures grew with the church and in the provinces, which had their own parlements. While the Parlements of Burgundy, Provence and Artois bowed to the King's demands, Brittany and Languedoc refused. The royal government closed down the Parlement of Brittany, ordered the members of the Parlement of Languedoc to return to their estates and parishes, and took direct control of the Provence.[47]
|
71 |
+
|
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+
Within Paris, the battle between the King and Parlement was fought over the status of the Hôpital Général, a semi-religious organization which operated six different hospitals and shelters in Paris, with a staff of some five thousand persons. Many of the hospital staff and officials were Jansenists, while the board of directors of the hospital included many prominent members of the Parlement of Paris. In 1749, the King decided to purge the hospital of Jansenists and corruption, appointed a new "Supérieure" against the will of the administrators, who resigned, then appointed four temporary administrators, and asked the First President of the Parlement of Paris, René Nicolas Charles Augustin de Maupeou, to implement his decree for the reorganization of the hospital. De Maupeou refused to carry out the decree without the authorization of the Parlement, and the Parlement, without taking any action, went on vacation. On 20 November, when the Parlement returned, the King again summoned de Maupeou for an audience and again demanded action without delay. This time the Parlement members met but refused to discuss the Hospital. On 28 January 1752, the King instructed the Grand Council to change the administration of the Hospital without the approval of the Parlement. Voltaire, describing the affair, wrote, "Never before has such a small affair caused such a great emotion of the spirit." It was the first overt disobedience of the legislature against the King, and one of the first signs that the Parlement believed it, not the King, was the legitimate source of laws in the nation.[48]
|
73 |
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|
74 |
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The King's original plans to tax the church also ran into difficulty. A royal decree ordered all the clergy to submit a declaration of their revenue by 17 February 1751, but that day passed without any declarations given. Instead it became known that the King had quietly issued a new decree in December 1750, canceling the tax and relying again, entirely, on the "don gratuit", the voluntary donation by the church of 1,500,000 livres. Under the new decree, instead of a tax, the church would each year collect a comparable sum and donate it freely to the government. His support for the church came both from the teachings of his tutor, Cardinal Fleury, and his gratitude to Archbishop de Beaumont, who defended him against the attacks of the Jansenists and the criticisms of the Parlement, and the Archbishop's tolerance of the King's own personal life and mistresses.[49]
|
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+
Despite the French victories, the war dragged on both in the Netherlands and in Italy, where Maréchal Belle-Isle was besieging the Austrians in Genoa. By the summer of 1747 France occupied the entire Austrian Netherlands (modern-day Belgium).[50] In March 1748, Louis proposed a conference in Aix-en-Chapelle to bring the war to an end. The process was advanced by the capture of Maastricht by the Maréchal de Saxe on 10 April 1748. Britain, pressed by the threat of a French invasion of rest of the Netherlands, urged a quick settlement, despite objections from Austria and Sardinina. The Treaty was quickly negotiated and signed by all the parties in September and October 1748. Louis was also eager for a quick settlement, because the naval war with Britain was extremely costly to French maritime trade. The proposition of Louis was surprisingly generous; in the Treaty of Aix-la-Chapelle, Louis offered to return all of the territories he had conquered in the Netherlands to the Austrians, Maastricht to the Dutch, Nice and Savoy to the Sardinians, and Madras in India to the English. The Austrians would give the Duchy of Parma and some other territory to the infant Spanish King, Philippe, while Britain would give France Louisburg and the island of Cape Breton, both in Nova Scotia. France also agreed to expel the Stuart pretender to the English throne from its territory.[51]
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+
The end of the war had caused celebration in Paris, but the publication of the details of the treaty on 14 January 1749 caused dismay and anger. The Stuart pretender to the British throne refused to leave Paris and was acclaimed by the Parisians. He was finally arrested on 10 December 1748, and transported by force to Switzerland. The French military commanders, including De Saxe, were furious about giving up the Spanish Netherlands. The King's defense of his action was practical: he did not want the Netherlands to be a permanent source of contention between France and other powers; he also felt that France had already reached its proper borders, and it was better to cultivate its prosperity rather than make it larger. His basis was also religious; he had been taught by Fleury that the Seventh Commandment forbade taking the property of others by fraud or violence. Louis often cited a Latin maxim declaring, "if anyone who asks by what means he can best defend a kingdom, the answer is, by never wishing to augment it." He also received support from Voltaire, who wrote, "It seems better, and even more useful for the court of France to think about the happiness of its allies, rather than to be given two or three Flemish towns which would have been the eternal object of jealousy."[52] The King did not have the communication skills to explain his decision to the French public, and did not see any need to do so. The news that the king had restored the Southern Netherlands to Austria was met with disbelief and bitterness. The French obtained so little of what they had fought for that they adopted the expressions Bête comme la paix ("Stupid as the peace") and Travailler pour le roi de Prusse ("To work for the king of Prussia", i.e. working for nothing).[53]
|
79 |
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Between 1727 and 1737, the Queen gave birth to two sons and eight daughters. The first son, born 4 September 1729, became the dauphin and heir to the throne, though he did not live to rule. The second son, the Duke of Anjou, born in 1730, died in 1733. Only the two oldest daughters were raised at Versailles; the others were sent away to be raised at the Abbey of Fontevrault. The first-born daughter, called Madame Premiere, was married to the infant Philip of Spain, the second son of Philip of Spain and Elisabeth Farnese.
|
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Louis had been very much in love with the Queen, and they were inseparable in the early years of his reign, but as his family grew and the Queen was constantly pregnant or exhausted by her maternities, he began to look elsewhere. He first became attached to one of the ladies of the Queen's court, Louise Julie de Mailly, who was the same age as he and from an ancient noble family. Without courtship or ceremony he made her his mistress and raised her to the rank of Duchess. The Duke of Luynes commented on the King's behavior: "The King loves women, and yet there is absolutely no gallantry in his spirit."[54] In 1738, after the Queen lost an unborn child, her doctors forbade her to have relations with the King for a time. The King was offended by her refusal and thereafter never shared her bed. Acknowledging that he was committing adultery, Louis refused thereafter to go to confession and to take the sacrament. The Cardinal de Fleury tried to persuade him to confess and to give up his mistress, but without success.
|
83 |
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In 1740, the King turned his attentions to the sister of Louise-Joulie, Pauline-Félicité, the Marquise de Vintimille, who was married. Pauline-Félicité became pregnant by the King at the end of the year. Both the child and mother died in childbirth. The King went into mourning and for a time turned to religion for consolation.[55] When the King had finally recovered his spirits, the Countess of Mailly unwisely introduced the King to her youngest sister, Marie Anne de Mailly, the recent widow of the Marquis de Tournelle. The King was immediately attracted to Marie-Anne; however, she insisted that he expel her older sister from the Court before she would become his mistress. The King gave in, and on 4 October 1742, Marie-Anne was named a Lady of the Court of the Queen, and a month later the King ordered her older sister to leave the Court and to live in Paris. The King made his new mistress the Duchess of Châteauroux. The King's relationships with the three sisters became a subject of gossip in the court and in Paris, where a popular comic poem was recited, ending: "Choosing an entire family – is that being unfaithful, or constant?"[56]
|
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+
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+
In June 1744, the king left Versailles for the front in order to take personal command of his armies fighting in the War of the Austrian Succession. This otherwise popular move was marred by the king's indiscreet decision to bring along Marie-Anne de Mailly. In August, the king fell gravely ill in Metz. Death appeared imminent, and public prayers were held all across France to ask God to save the king from death. The king's chaplain refused to give him absolution unless the king renounced his mistress, which he did; Marie-Anne left the court but was reunited with the King a few months later. The king's confession was distributed publicly, which embarrassed him and tarnished the prestige of the monarchy. Although Louis' recovery earned him the epithet "well-beloved" from a public relieved by his survival, the events at Metz diminished his standing. The military successes of the War of the Austrian Succession inclined the French public to overlook Louis' adulteries, but after 1748, in the wake of the anger over the terms of the Treaty of Aix-la-Chapelle, pamphlets against the king's mistresses were widely distributed and read.
|
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Jeanne-Antoinette Poisson, better known as Madame de Pompadour, was the most famous and influential of the mistresses of Louis XV. She was the illegitimate daughter of a Paris fermier-general, and was married to a banker, Charles Guillaume Lenormant d'Étoiles. She was noticed by the King following one of his hunts, and formally met him at a costume ball celebrating carnival in 1745. By July, she was the King's mistress and was formally given the title of the Marquise de Pompadour. For the next twenty years she was the King's confidante and advisor, helping him choose or demote ministers. Her opinions led to the downfall of some very competent ministers, including Machault d'Aurnouville and the Marquis d'Argenson, and to the promotion of a number of incompetent military commanders. Her most successful choice was the promotion of The Duke de Choiseul, who became one of the King's most effective ministers. She ceased to be the King's mistress in 1750 but remained his closest advisor. She was promoted to Duchess in 1752, and Dame of the Queen's Palace in 1756, and was an important patron of music and the arts, as well as religious establishments. She remained close to the King until her death in 1764. He was devastated and remained in seclusion for several weeks after she died.[57]
|
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+
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The peace achieved by Louis with the Treaty of Aix-la-Chapelle lasted only seven years. At the end of August 1755, Marie Therese, the Empress of Austria, discreetly wrote a letter to Louis XV, which was passed by the Austrian ambassador in Paris to Madame de Pomapadour for delivery to the King. She proposed a secret alliance between Austria and France, to meet the threats of the growing power of Prussia, which was still formally an ally of France, and Britain.[58]
|
91 |
+
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92 |
+
In the New World, conflict had already begun between Britain and France. The French colonies were at an enormous demographic disadvantage; there were less than 70,000 French colonists spread over a territory from the Saint Lawrence River to the Great Lakes extending down the Ohio and Mississippi River valleys down to Louisiana (named for Louis's grandfather, Louis XIV); compared with 300,000 in the British colonies. To defend its territories. France had constructed Fort Duquesne to defend their frontier against the Americans; Britain sent the young George Washington with a small force to construct his own fortification, Fort Necessity, nearby. In 1752, after the killing of French envoy, Joseph Coulon de Jumonville, the French sent reinforcements and compelled Washington and his men to withdraw.[59]
|
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94 |
+
The undeclared French and Indian War followed, with Britain treating the French colonies as an enemy. In 1755, the British seized 300 French merchant ships. In January 1756, Louis sent an ultimatum to London, which was rejected by the British government. A few months later, on 16 January 1756, Frederick the Great of Prussia signed the Treaty of Westminster, allying himself with Britain. Louis responded immediately on 1 May 1756 by sealing a formal defensive treaty with Austria, the first Treaty of Versailles, offering to defend Austria in case of a Prussian attack. This was a complete reversal of France's historic conflict with Austria, which had been underway for nearly two hundred years, and it was shocking to many in the French Court.[60]
|
95 |
+
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+
Louis declared war on England on 9 June 1756, and success seemed certain. A French fleet in the Mediterranean defeated the British at the Battle of Minorca of 1756, and captured that island. The French army greatly outnumbered the British and Prussians on the continent. The French army won the surrender of the British forces of the Duke of Comberland at Closterseven. Another French army invaded Saxony and Hanover, the ancestral home of King George II. However, the best French commander, Maurice de Saxe, had died two years after the War of the Austrian Succession, and the new French commanders, Charles, Prince of Soubise, the Duke D'Estrees and the Duke de Broglie detested each other, and were rarely willing to cooperate.[61]
|
97 |
+
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98 |
+
In August Frederick of Prussia made a lightning strike into Saxony and on 5 November 1757, though outnumbered by the French nearly two to one, decisively defeated the army of the Prince de Soubise at the Battle of Rossbach. The new British Prime Minister, William Pitt, named a new commander, Duke Ferdinand of Brunswick-Wolfenbüttel, and the French armies were gradually pushed back to the Rhine, and defeated again at the Battle of Crefield on 23 June. Thereafter, Britain and Prussia held the upper hand, tying down the French army in the German states along the Rhine.[62]
|
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British naval supremacy prevented France from reinforcing its colonies overseas, and British naval squadrons raided the French coast at Cancale and Le Havre and landed on the Ile d'Aix and Le Havre. In 1759 the British seized Martinique and Guadeloupe in the West Indies, and captured Port Louis and Quebec. A series of naval defeats forced Louis to abandon plans for invasion of Britain. In India, the French colony at Pondicherry was surrounded by the British, and surrendered the following year. On 8 September 1760, Montreal surrendered, bringing to an end French rule in Canada. Martinique fell to the British in 1762.[63]
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On 5 January 1757, as the King was getting into his carriage in the courtyard of the Grand Trianon Versailles, a demented man, Robert-François Damiens, pushed through the King's guards and attacked the King, stabbing him in the side with a small knife. The King's guards seized Damien, and the King ordered them to hold him but not harm him. The King walked up the steps to his rooms at the Trianon, where he found he was bleeding seriously. He summoned his doctor and a priest, and then fainted.[64] Louis was saved from greater harm by the thickness of the winter clothing he was wearing. When the news reached Paris, anxious crowds gathered in the streets. The Pope, the Empress of Austria, and King George II, with whom France was at war, sent messages hoping for his swift recovery. Damien was tortured to see if he had accomplices, and was tried before the Parlement of Paris, which had been the most vocal critic of the King. The Parlement demonstrated its loyalty to the King by sentencing Damiens to the most severe possible penalty; On 28–29 March 1757 Damien was executed on the Place de Grève in Paris by drawing and quartering, following which his body was burned on a bonfire. The house where he was born was burned down, his father, wife and daughter were banished from France, and his brothers and sisters were required to change their name.[65][66]
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The King recovered physically very quickly, but the attack had a depressive effect on his spirits. One of his chief courtiers, Duford de Chervrny, wrote afterwards: "it was easy to see that when members of the court congratulated him on his recovery, he replied, 'yes, the body is going well', but touched his head and said, 'but this goes badly, and this is impossible to heal.' After the assassination attempt, the King invited his heir, the Dauphin, to attend all of the Royal Council meetings, and quietly closed down the chateau at Versailles where he had met with his short-term mistresses."[67]
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The Parlements were assemblies of nobles in Paris and older regions of France, whose members served as magistrates and judged civil cases. Their members included both hereditary nobles and wealthy citizens who had purchased their seats. Several of the Parlements, such as those of Rouen and Provence, had been in existence for centuries, and saw themselves as the legitimate governments in their provinces. As Louis reorganized the government and appointed his own intendants in the provinces, the authority and prestige of the Parlements decreased, and price of the seats dropped. In Franche-Comté, Bordelaise and Rouen, the Parlements refused to follow the decrees of the royal intendants. When the intendants attempted to assert their authority and collect taxes from all classes, the Parlements went on strike, refusing to proceed with the judgment of civil cases. The civil justice system came to a halt. In 1761, the provincial Parlement of Normandy in Rouen wrote a protest to the King, explaining that the King had the exclusive power to tax, but the Parlement had the exclusive right to collect the money. The King rejected the explanation and overruled the Parlement, banished some of his most provocative Parliament members to their estates. For the rest of his reign, the Parlements swore allegiance to the King, but took every opportunity to resist his new taxes and the King's authority. This was one of the seeds of resistance to the King's authority that was to turn into a Revolution less than thirty years later.[68]
|
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+
The Comte d'Argenson served as the Minister of War from 1743 until 1747. He was an advocate of the continuation of the absolute monarchy in the style of Louis XIV. He was responsible for creating the first school for engineers in France at Mézières (1749–50); thanks to the trained engineers, France had the finest system of roads and bridges in Europe. He also established the military academy, the École Militaire, and, following the model of the Prussians, established military training camps and exercises, and helped rebuild French military power.[69]
|
108 |
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+
Machaud D'Arnouville was brought into the government with the sponsorship of d'Argenson, but the two men gradually became rivals and enemies. D'Arnouville was the Controller of Finances from 1745 to 1754, then Minister of Navy from 1754 to 1757. He was the creator of the unpopular "Vingtieme" tax (1749), which taxed all citizens, including the nobility, at the same rate, and also freed the prices of grain (1754), which initially greatly increased agricultural production. The fluctuation of grain prices would eventually become a factor in the French Revolution.[70]
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On 1 February 1757, the King abruptly dismissed both d'Arnouville and d'Argenson, and exiled them to their estates. The King held them responsible for not preventing the assassination attempt, and their government displeased Madame de Pompadour.
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+
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+
Louis named the Duke de Choiseul as his minister of foreign affairs on 3 December 1758, following the recommendation of Madame de Pompadour. In 1763, he became Minister of War, giving the role of minister of foreign affairs to his cousin, the Duc de Praslin. A few months later, he also became the Minister of the Navy, and became the most influential and powerful member of the government. In the council and circles of government, he was the leader of the philosophe faction, which included Madame de Pompadour, which sought to appease the Parlements and the Jansenists. On the diplomatic front, he negotiated a "Family Pact" with the Bourbon monarch of Spain (1761); negotiated the Treaty of Paris in 1761, and completed the integration of Lorraine into France (1766) upon the death of the King's father-in-law Stanislaus I Leszczyński, Duke of Lorraine. He incorporated Corsica into France (1768), and negotiated the marriage of his grandson, the future Louis XVI with Marie Antoinette (1770).
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His most notable accomplishment was the reform modernization of the French military, based on the lessons learned during the Seven Years' War. Under Choiseul, the government, rather than the officers, took the responsibility of training, giving uniforms, and training soldiers. The artillery was standardized, and new tactics, based on the Prussian model, were adopted and taught. The Navy in 1763 had been reduced to just 47 vessels and twenty frigates, three times smaller than the British Royal Navy fleet. He launched a major shipbuilding program to construct eighty vessels and forty-five new frigates, which would allow the French fleet, combined with the allied Spanish fleet, to outnumber the Royal Navy.[71]
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In 1764, at the urging of the Parlement, Madame Pompadour and his foreign minister, the Duc de Chosieul, Louis decided upon the Suppression of Jesuit Order in France. The Jesuits in France numbered 3,500; they had 150 establishments in France, including 85 colleges, which were considered the best in France; their graduates included Voltaire and Diderot. The Confessor of the King, by a tradition dating back to Henry IV, was a Jesuit. Agitation against the Jesuits began in 1760 in the provincial Parlements, where the Gallicans, supporters of a specifically French version of Catholicism, were strong. The complaint against the Jesuits was that they were independent of the authority of the King and the hierarchy of the church in France. The Jesuits had already been expelled from Portugal and its colony of Brazil in 1759, because of conflicts with the government and church hierarchy there.[72]
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In France, the Parlements had taken the lead in attacking the Jesuits. On 12 February 1762, the Parlement of Rouen declared the Jesuits outside the law, forbid them to hold public positions or to teach, and demanded that they take an oath repudiating their beliefs. Between April and September 1762, the Parlements of Rennes, Bordeaux, Paris and Metz joined in the condemnation, followed in 1763 by Aix, Toulouse, Pau, Dijon and Grenoble. By the end of the year only the Parlements of Besançon, Douai, and the governments of Colmar, Flanders, Alsace and Franche-Compté, plus the Duchy of Lorraine, run by the Queen's father, the former King Stanislaus, permitted the Jesuits to function.[73]
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The campaign against the Jesuits divided the royal household; his son the Dauphin, his daughters and the Queen supported the Jesuits, while Madame de Pompadaour, whose influence in the court was criticized by the Jesuits, wanted them gone. The indecisive King declared two years later that he had made the decision against his own feelings. The Jesuits departed, and were welcomed in Prussia and in Russia. The departure of the Jesuits weakened the church in France, and especially weakened the authority of the King, who, like a constitutional monarch, acted on behalf of the Parliament against his own beliefs.[74]
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Under the government of Choiseul, the Parlements of several French provinces continued to swear obedience to the King, while refusing to obey his intendents or to accept his new taxes. The Parlement of Franche-Comté in Besançon refused to collect the vingtieme tax imposed by the King to finance the war, claiming that only the Parlement could impose taxes. The King's government immediately dismissed the leaders of the Parlement and confined them to their residences. The Parlement of Normandy immediately supported that of Besançon; it wrote a remonstrance to the King on 5 July 1760, declaring that the Parlements represented all classes: "One King, one law, one Parlement; the law of the kingdom is a sacred pact of your alliance with the French nation; it is a kind of contract which destines the King to reign and the people to obey. In truth, no one except God can compel you to obey this sacred pact... but we can ask you, with respect, with submission... to keep your promises." This was too much for the King. He responded on 31 January 1761 that the Parlement's complaint "contained principles so false and so contrary to my authority and with expressions so indecent, particularly in connection with my Chancellor who only explained to you my wishes... that I send your letter back to you."[75] The Parlement members of Besançon remained in exile.
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The Parlement of Bordeaux went even further in its resistance to the royal government; in 1757 it brought accusations of corruption against the members of the government of the city of Bergerac, named by the Royal Council of the King. When the Royal Council blocked the pursuits of the Parlement, the Parlement wrote a protest to the King, declaring, "Sire, your Parlement cannot recognize any intermediate power it and your person; no, your Council has over the Parlement no authority, superiority, or jurisdiction."[76]
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The prolonged war drained the treasury of the Kingdom; France paid not only for its own army, but subsidized the armies of its allies; in 1759 France paid 19 million livres to its allies, an amount which Choiseul reduced by one-third in 1761.[77] His new finance minister, Étienne de Silhouette imposed new taxes aimed at the wealthy; taxes on horses, carriages, silk, paintings, coffee and furs, and other luxury goods. The new taxes were extremely unpopular with the aristocracy and wealthy; Silhouette was dismissed after eight months, and his name became the common expression for paper cutout made from a shadow, which, like his ministry, lasted only a moment.[78] The King announced that he was giving his silver service to the mint, to be melted down and made into money.[79]
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The new Controller of Finances, Henri Bertin, a protege of Madame Pompadour named on 23 November 1759, reduced the luxury taxes of his predecessor, and instead proposed a broadening of the tax base to include those classes which had long been excluded, and a new survey of the wealth of the nobility. Once again the Parliaments rebelled. When the Lieutenant General of Normandy appeared before the Parliament to register the decree, it refused to register or collect the new taxes. The same scene was reproduced in the other Parlements. Once again the King yielded to Madame de Pomapdour and her allies; the new decrees were withdrawn, Bertin was moved to a different position, the tax rolls were not enlarged, and no new taxes were collected; the debt remained.[80]
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The war with England continued, despite the death of King George II on 25 October 1760; the British Prime Minister William Pitt rejected French proposals for suggestions for negotiations. On 15 August 1761, France, Spain, Naples and Parma, all ruled by monarchs of the Bourbon family, signed the first "Family Pact" with a system of reciprocal guarantees of support if one or the other were attacked. At the same time, they signed a secret treaty with Charles III of Spain engaging Spain to declare war on England if the war was not over by May 1762. Learning of this pact, William Pitt wanted to declare an immediate war on Spain, but the new British King, George III, rejected the idea. The military forces of Frederick the Great in Prussia had been nearly exhausted in the long war against the combined forces of Austria and Russia; but Frederick was saved by the sudden death of the Tsarina Elizabeth in 1762, and her replacement by Peter III of Russia, a fervent admirer of the Prussian King.
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Choiseul had taken over direction of the French navy as well as the army in October 1761, and he pressed for an offensive to bring the war to a successful end. He persuaded the Parlements and the chambers of commerce of the major French cities to sponsor the construction of warships, and rebuilt the French Navy. The French army launched a new offensive against the Prussians and Spain, as promised by its agreement with France, launched an invasion in Portugal, an ally of Britain. However, once again the French initiatives were not enough. The French offensive in Hesse-Kassel was defeated by the Prussians, the Spanish army in Portugal made little progress, and the British took the opportunity to land on Martinique and to invade Spain's colony Cuba. Choiseul decided it was time to end the war. The preliminary negotiations opened at Palace of Fontainebleau on 3 November 1762, and ended hostilities between England, France and Spain. The final treaty was signed in Paris on 10 February 1763. As a result of the War, France gave up its minor possessions in the West Indies; Marie Galante, Tobago and La Desiderade, but received back Guadaloupe, Martinique, and Santa Lucia, which, because of their sugar plantations, were considered of more value than all of its territories in Canada; France kept only the Iles of Saint Pierre and Miquelon. The valley of the Ohio, and the territories along the west bank of the Mississippi River were ceded to Spain. Louis formally ratified the treaty on 23 February, on the same day that his statue was unveiled on the Place Louis XV (today the Place de la Concorde)[81]
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The winter of 1763–64 was particularly harsh; Madame de Pompadour contracted pneumonia, and died on 15 April. The King was deeply affected, but, strictly observing court protocol, he did not attend her funeral, because she was too far below his rank, and, though mourning, carried on court business as usual. Maneuvering immediately began within the court to replace Madame de Pompadour; a leading candidate was Duchess of Gramont, the sister of Choiseul, but the King showed no interest in a new mistress, and in February 1765 he closed down the Parc-aux-Cerfs, where he had previously met his petites maitresses.[82]
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The resistance of the Parlements to the King's authority continued. The Parlements of the provinces began to quarrel with the Parlement of Paris over which more truly represented the nation. In March 1764, the Parlement of Navarre in Pau, the smallest province, refused to accept the taxation authority of the Grand Council of the King. This time the King took action, arresting and replacing the President and leading officers of the Parlement, and replacing them with officers loyal to the King. The Parlements of Toulouse, Besançon and Rouen protested, but the King persisted. In 1765 the Parlement of Brittany in Rennes denied the authority of the King's officers to impose taxes without its permission, and went on strike. The King summoned the Parlement to Versailles, where he had his lecture read to them. This had little effect; when the King had his decree to the Parlement posted on the walls of Rennes, the Parlement ordered that the posters with the King's proclamation be taken down. The King issued letters of cachet that forbade the Parlement members to leave Rennes, but the judicial system remained on strike.[83]
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The end of 1765 brought another personal tragedy; his son and heir Louis contracted tuberculosis. He travelled with the King to the Palace of Fontainebleau. The King distracted himself by secluding himself with the astronomer César-François Cassini de Thury and making astronomic calculations, while the doctors tried, without success, to treat his son. The Dauphin died on 20 December 1765. The succession was assured, since the Dauphin had a son, the future Louis XVI, who was of age to rule, but the death put him into a deep depression. He drafted his own will, writing: "If I made errors, it was not from a lack of will, but from a lack of talents, and for not having been supported as I wished to have been, particularly in matters of religion."[84]
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The Queen was deeply affected by the death of the Dauphin in 1765, then the death of her father in 1766, and then her daughter-in-law. She died on 24 June 1768.[85]
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In January 1766, while the King was still mourning the death of the Dauphin, the Parlement of Brittany issued another rejection of the King's authority to collect taxes. When he ignored it, both the Parlement of Rennes and the Parlement of Rouen wrote him again, complaining that he was ignoring "the oath that you took to the nation when accepting the crown." When this part of the letter was read to the King, he interrupted the reading and declared that this accusation was false; he had taken an oath to God alone, not to the nation. On 3 March 1766, with only a few hours notice, he traveled in person from Versailles to the meeting of the Parlement of Paris at the Palais de la Cité and appeared before the members. In his message, read to them by one of his ministers, he declared, "It is in my person alone that sovereign power resides...To me alone belongs the legislative power, without dependence and without sharing...The public order emanates entirely from me...Confusion and anarchy are taking the place of legitimate order, and the scandalous spectacle of a contradictory rivaling my sovereign power reduces me to the sad necessity to use all the power that I received from God to preserve my peoples from the sad consequences of these enterprises."[86] The speech, immediately termed "the flagellation", was published in official press, and circulated to all levels of government. It became his political testament. The conflict between the Parlements and King was muted for a time, but not resolved.[87]
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After the death of the Madame de Pompadour, several women in the court sought to replace her, including the Duchess of Gramont, the sister of the Duke of Choiseul, the King's chief minister. However, the King's favor turned to Jeanne Bécu, the comtesse du Barry. She was thirty-three years younger than the King. She was the illegitimate daughter of Anne Bécu, a seamstress.[88] She was raised by the Dames de Sacre-Coeur, and had various jobs as a shop assistant and designer of dresses before she became the mistress of a self-proclaimed count, Jean du Barry. She began to hold a salon, which attracted writers and aristocrats. Since Jean du Barry was already married, to give her legitimacy he arranged for her to become engaged to his brother, Guillaume, a retired soldier. They were married on 1 September 1768, and then, without spending the night with her, Guillaume retired to his home in Languedoc.[89] Through her acquaintances with the nobility, she was invited to Versailles, where the King saw her and was immediately attracted to her. He invited her to Fontainebleau, and then asked her to live in the Palace of Versailles. Her appearance at the Court scandalized the Duke de Choiseul, but pleased the enemies of the Duke within the Court.
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For du Barry to be presented at Court, she had to be formally presented by a member of the nobility. The elderly Contesse de Béarn was persuaded to make the presentation for a large fee, and she was presented on 22 April 1769. None of the ladies of the Court attended, and de Choiseul himself, to show his displeasure, hosted a large reception the following day, which all the Court, except du Barry, attended.[90]
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The King soon installed her in the Palace of Versailles, and in 1771 gave her the new Pavillon de Louveciennes. Choiseul sowed a strong dislike for DuBarry, as did Marie Antoinette, who arrived in Versailles and married the Dauphin on 16 May 1770. She described the Comtesse as "The most stupid and impertinent creature imaginable". However, the King kept du Barry close to him until the final days before his death, when he sent her away before he made confession. The presence of du Barry at the court scandalized the high members of the Aristocracy. Outside the Court, the opponents of the King in the Parlements used her presence to ridicule and attack the King. She was the target of dozens of scandalous pamphlets accusing her of every possible immoral act.[91] Decades later, during the Reign of Terror of the French Revolution, the Comtesse was targeted by the Jacobins as a symbol of the hated old regime; she was guillotined on 8 December 1793.[92]
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The borders of France were enlarged for the last time before the Revolution by two additions; The Duchy of Lorraine, ruled by The King's father-in-law, Stanislaus, reverted to France after his death, and officially was joined to the kingdom 27–28 March 1766. The acquisition of Corsica was more complicated. The island formally belonged to the Republic of Genoa, but an independent Republic of Corsica had been proclaimed in 1755 by Pasquale Paoli, and the rebels controlled most of the island. The Republic of Genoa did not have the military forces to conquer the island, and permitted Louis to send French troops to occupy the ports and major cities, to keep the island from falling into British hands. When the war ended, the island was formally granted to France by Treaty of Versailles on 19 May 1768. Louis sent the army to subdue the Corsican rebels; the army on the island eventually numbered twenty-seven thousand soldiers. In May 1769 the Corsican rebels were defeated at the Battle of Ponte Novu, and Paoli took refuge in England. In 1770 the island formally became a Province of France.[93]
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Two men had an enormous influence on the economic policies of the King. François Quesnay was the best-known economist in France. He was the King's doctor, and treated Madame de Pompadour, but was also a celebrated economic theorist, whose collected writings, "Tableau Économique" (1758), were avidly read by the King and his Court: Louis referred to him as "my thinker." His students included The Marquis de Mirabeau and Adam Smith. He was a critic of government regulation, and coined the term "bureaucracy" (literally "A government of desks"). The other was his disciple, the Minister of the Commerce of the King, Jacques Claude Marie Vincent de Gournay. The two men advocated removing as many restrictions as possible from the economy, to encourage greater production and trade. De Gournay's famous expression, laissez faire, laissez passer ("it be done, let it pass") was later adopted as the slogan of a whole school of free market economics.[94]
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De Gournay and Quesnay proposed in particular the liberalization of agricultural markets, which were strictly controlled, to encourage greater production, competition and lower prices. Following the doctrines of Quesnay and de Gournay, Louis's controller of finances, Henri Bertin, created a new Society of Agriculture and an Agricultural Committee within the government, comparable to those existing to support commerce. In May 1763, Bertin issued a decree permitting the tax-free circulation of grain without taxes. In August 1764, Bertin permitted the export of grain from twenty-seven French ports, later expanded to thirty-six. At the same time he established a large zone around Paris, where grain was reserved exclusively for feeding the Parisians, and established a cap on the grain price, which, if it was passed, would cause the exports to cease.[95]
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The policy of freeing grain prices was effective in good years, and resulted in increased trade and lower prices, but during years with poor harvests; 1766, 1767 and 1768, prices went up. Most of the Parlements, in regions which produced grain, supported the policy, but others, including Paris and Rouen, were highly critical. In those cities rumors began to circulate of a mythical "Starvation Pact", a supposed plot by the government to deliberately starve and eliminate the poor. These rumors eventually became one of the factors that provoked the French Revolution.[96]
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The Duc de Choiseul devoted all of his considerable energy and talents to preparing a new war against Britain. In 1764, in a former Jesuit school he had closed, he created a new military preparatory school, to prepare students for the recently founded Military Academy. In 1769 he raised the Naval school to the level of a royal academy, to train officers for his new fleet. In the same year he established a military engineering school. He provided the army with hundreds of new cannon, which would be used with great success decades later during the French Revolution and by Napoleon. Using the Prussian army as a model, he reformed French military doctrine, making the state and not the officers responsible for training and equipping soldiers. A large part of the French Navy had been sunk or captured by the British in the Seven Years' War. In addition to the existing naval arsenals in Toulon, Brest and Rochefort, he opened two more in Marseille (1762) and Lorient (1764). The arsenals began building new ships; by 1772 the Navy had sixty-six ships of the line, thirty-five frigates, and twenty-one new corvettes.[97] He and his allies in the government began planning for an invasion of England, and his government looked for new ways to challenge England. When the Duc de Broglie learned that the British were planning to tax the citizens of the British colonies in America, he wrote to the King: "It will be very curious to know what the result will be, and if their execution doesn't result in a Revolution in those states."[98]
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Choiseul combined his military preparations for war with a diplomatic alliance, the Pacte de Famille or Pact of the Family, which united with other countries ruled by Kings of the Bourbon dynasty; Spain, ruled by Louis's cousin Charles III of Spain, the Naples and Tuscany. Choiseul was so entirely focused on England as his future enemy that he almost entirely neglected the rest of Europe. He had no accredited Ambassadors in Poland, Prussia or Russia during most of the period, and stood by while Russia imposed its own candidate for King of Poland, and when Turkey and Russia went to war in 1768–70.[99]
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A new conflict between England and Spain over the remote Falkland Islands in 1770 brought about Choiseul's downfall. The British had established a settlement in the islands, which were also claimed by Spain. In early 1770 the Spanish governor of Buenos Aires sent five warships full of troops to the islands, ordering the British to leave. The British prepared to depart. When the news reached London, the British government demanded that the Spanish leave. Both sides began to prepare for war.
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The possibility of a new war came just as France was undergoing a new confrontation between the King's government and the Parlement of Brittany, which once again refused to recognize the power of the King's government to impose taxes. The King wrote immediately to his cousin, the King of Spain, who wrote back that Spain did not want a war. Louis replied, "Gentleness and patience have guided me to the present, but my parlements, pushing to limit, have forgotten themselves to the point of disputing the sovereign authority that we possess only from the will of God. I am resolved to make myself obeyed by all available means..." On 24 December, the King sent a short note to Choiseul dismissing him from his post and ordering him to return to his home in Chateloup and to remain there. A similar note went to his cousin. Choiseul asked for two days to manage his affairs, but the King refused. Explaining the decision later to the Duke de Broglie, the King wrote, "The principles of the Choiseuls are too contrary to religion, and therefore to royal authority."[100]
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The King passed the leadership of the government to a triumvirate of three conservative ministers, led by his Chancellor, René de Maupeou, who had been President of the Parlement from 1763 to 1768. Maupeou and two other conservative ministers, Abbot Terray for finance and the Duc d'Aiguillon for foreign affairs and war, took charge of the government. They became known as "The Triumvirate".
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The first priority of Maupeou was to bring the unruly Parlements under control, and to continue with his program for the modernization of the state. Most of the members of the Parlement of Paris were on a virtual strike, refusing to render justice or approve the King's decrees. On 21 January 1771, royal agents and musketeers arrived at the homes of each of the Parlement members, informing them that their positions were confiscated and ordering them to leave Paris and return to their home provinces, and not to leave them.[101] This was followed in February by an even more radical measure: the regional Parlements were replaced as the high courts of civil justice by six new regional high councils, to judge serious criminal and civil cases. Another decree announced the abolition of the high fees demanded by the Parlements for resolving civil cases, which were the source of their members' income; civil justice was to be rendered without charge. The powers of the Parlement of Paris alone were largely unchanged. Without the provincial parliaments, the government was able enact new laws and taxes without opposition. However, after the King's death, the nobility demanded and received the restoration of the regional parliaments.[102]
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Abbot Terray was nominally a priest, though his government career was entirely secular, and his personal life was considered scandalous. He was an efficient and relentless tax collector; he opened a school to train tax inspectors, and worked to see that taxes were imposed and collected with the same precision and vigor in all regions, without interference from the local nobility. When he first took his position, the state had a budget deficit of 60 million livres, and a long-term debt of 100 million livres. By 1774, revenues had been increased by 60 million livres and the debt reduced to 20 million livres. He also reimposed the regulation of the price of grain, which had been freed in 1763 and 1764; these controls were an issue which would disturb the government and provoke agitation until the French Revolution.[103]
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The foreign affairs post had been left vacant by Choiseul, who acted as his own foreign minister. Following the dismissal of Choiseul, the King encouraged his cousin and ally Charles III of Spain to settle the crisis over the Falkland Islands with the aim of avoiding a war. Due to Choiseul's sole focus on a war with Britain, he had completely ignored the rest of Europe. France did not even have an ambassador in Vienna, and Russia and Prussia divided up an old French ally, Poland, without protest from France. Another ally of France, Sweden, also risked being divided between Russia and Prussia upon the death of its King in 1771. The Prince Royal, Gustav III of Sweden, was staying in Paris at the time. He had a long meeting with Louis XV, who promised to support him. With French funding, and assistance from Louis's personal secret intelligence service, the Secret de Roi, Gustave III returned to Stockholm. On 19 August 1772, at his command, the Swedish royal guard imprisoned the Swedish Senate, and two days later he was proclaimed King by the Diet. Russia and Prussia, occupied with the division of Poland, protested but did not intervene.[104]
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In the last years of his reign, the court of Versailles was a theater of manners. Marie-Antoinette, a resident since her marriage, had difficulty disguising her dislike for the King's mistress, Madame du Barry. The King constructed a set of luxurious rooms for Madame du Barry on the floor above his offices; Madame du Barry also reigned in the Petit Trianon, which the King had built for Madame de Pompadour, and in the Pavillon de Louveciennes, also built for Madame de Pompadour. The Court was divided between those who welcomed Madame du Barry, and those of the older aristocracy, such as the Duc de Choiseul plus Marie-Antoinette, who scorned her.[105] The King continued his grand construction projects, including the opera theater of the Palace of Versailles, completed for the celebration of the wedding of the Dauphin and Marie-Antoinette, and the new Place Louis XV (now Place de la Concorde) in Paris, whose centerpiece was an equestrian statue of the King, modeled after that of Louis XIV on the Place Vendôme.
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On 26 April 1774, the King left for the Petit Trianon with Madame du Barry and several nobles from his entourage, and reported that he felt ill. He participated in the hunt the next day, but rode in his carriage instead of on horseback. That evening he was still feeling ill, and sent for the Court physician, Le Mariniére. At the surgeon's insistence, the King was brought back to the Palace of Versailles for treatment, along with Madame du Barry and the others. The King was attended by six physicians, six surgeons, each of whom took his pulse and gave his diagnosis. He was bled three times by the surgeons, without effect. When some red eruptions appeared on his skin, the doctors first diagnosed petite variole, or smallpox, which caused optimism, since the patient and doctors both believed he had already had the illness. The members of the family, particularly the Dauphin and Marie-Antoinette, were asked to leave, since they had not already had the illness, and had no immunity. Madame du Barry remained with him. As the hours passed, the red eruptions of the disease grew worse, and the doctors began to fear for his life. On the morning of 1 May, the Archbishop of Paris arrived, but was kept out of the King's room to avoid alarming him. The King remained conscious and cheerful. However, on 3 May, he studied the eruptions on his hands, summoned the Archbishop, and announced, "I have the petite variole."[106] The Archbishop instructed him to prepare for the final rites. That night, he summoned Madame du Barry, informed her of the diagnosis, and said, "We cannot recommence the scandal of Metz. If I had known what I know now, you would not have been admitted. I owe it to God and to my people. Therefore, you have to leave tomorrow."[107] On 7 May, he summoned his confessor and was given the final rites. The illness continued its course; one visitor on 9 May, the Duc de Croy, said the King's face resembled, with the darkening of the eruptions of the smallpox, "a mask of bronze". Louis died at 3:15 in the morning on 10 May 1774.[108]
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Several of his contemporaries who worked closely with him tried to describe the personality of Louis XV. The Duke de Croy wrote: "He had a memory, presence, and justness of spirit that was unique. He was gentle, an excellent father, and the most honest individual in the world. He was well informed in the sciences...but with a modesty which, with him, was almost a vice. He always saw more correctly than others, but he always believed he was wrong.... He had the greatest bravery, but a bravery that was too modest. He never dared to decide for himself, but always, out of modesty, turned for advice to others, even when he saw more accurately than they did...Louis XIV had been too proud, but Louis XV was not proud enough. Other than his excessive modesty, his great and sole vice was women; He believed that only his mistresses loved him enough to tell him the truth. For that reason he allowed them to lead him, which contributed to his failure with finance, which was the worse aspect of his reign."[109]
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Others, like d'Argenson, his Minister of War commented on his extreme shyness and timidity; his inability to make conversation with others. The Duke of Luynes remarked that he often seemed to want to speak, but "his timidity stopped him and the expressions did not come; one felt that he wanted to say something obliging, but he often ended by simply asking a frivolous question."[110]
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Another characteristic remarked by contemporaries was his penchant for secrecy. "No one was a greater expert at dissimulation than the King", wrote d'Argenson. "He worked from morning to night to dissimulate; he did not say a word, make a gesture or demarche except to hide what he really wanted."[111]
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"He was the most excellent of men", wrote another contemporary, Duffort de Cheverny, "but, in defiance of himself, he spoke about the affairs of state as if someone else was governing."[112]
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The most famous remark attributed to Louis XV (or sometimes to Madame de Pompadour) is Après nous, le déluge ("After us, the deluge"). It is commonly explained as his indifference to financial excesses, and a prediction of the French Revolution to come. The remark is usually taken out of its original context. It was made in 1757, a year which saw the crushing defeat of the French army by the Prussians at the Battle of Rossbach and the assassination attempt on the King. The "Deluge" the King referred to was not a revolution, but the arrival of Halley's Comet, which was predicted to pass by the earth in 1757, and which was commonly blamed for having caused the flood described in the Bible, with predictions of a new deluge when it returned. The King was a proficient amateur astronomer, who collaborated with the best French astronomers. Biographer Michel Antoine wrote that the King's remark "was a manner of evoking, with his scientific culture and a good dose of black humor, this sinister year beginning with the assassination attempt by Damiens and ending with the Prussian victory". Halley's Comet finally passed the earth in April 1759, and caused enormous public attention and anxiety, but no floods.[113]
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Another popular legend concerned the Maison-aux-Cerfs, the house in Versailles where, when he was no longer having sexual relations with Madame de Pompadour, he sometimes slept with his petites maitresses, young women recruited for that purpose. Popular legends at the time described it as a kind of harem, organized by Madame de Pompadour, where a group of women were kidnapped and kept for the King's pleasure. The legend circulated widely in pamphlets with lurid illustrations, and made its way into some later biographies of the King. In reality it had only one occupant at a time, for brief periods. Madame Pompadour herself accepted it as a preferable alternative to a rival at court, as she stated: "It is his heart I want! All these little girls with no education will not take it from me. I would not be so calm if I saw some pretty woman of the court or the capital trying to conquer it."[114]
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In February 1765, after the death of Madame de Pompadour, it was closed.[115]
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Louis was a major patron of architecture; he spent more money on buildings over the course of his reign than Louis XIV. His major architectural projects were the work of his favorite court architect, Ange-Jacques Gabriel. They included the Ecole Militaire (1751–1770); the Place Louis XV (now Place de la Concorde (1763–83); the Petit Trianon at Versailles (1762–64), and the opera theater of the Palace of Versailles. Louis began construction of the Church of Saint-Geneviève, now the Pantheon (1758–90) He also constructed monumental squares and surrounding buildings in the centers of Nancy, Bordeaux, and Rennes. His workshops produced fine furniture, porcelain, tapestries and other goods in the Louis XV Style which were exported to all the capital cities of Europe.[116]
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The King, the Queen and her daughters were major patrons of music. The queen and her children played the clavecin, under the instruction of François Couperin. The young Mozart came to Paris and wrote two sonatas for clavecin and violin which he dedicated to Madame Victoire, the King's daughter.[117] The King himself, like his grandfather Louis XIV, was taught to dance ballet but danced only once in public, in 1725. The most important musical figure of the reign was Jean Philippe Rameau, who was the court composer through the 1740s and 1750s, and wrote more than thirty operas for Louis and his court.[118]
|
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Louis XV, guided largely by Madame de Pompadour, was the most important art patron of the period. He commissioned François Boucher to paint pastoral scenes for his apartments in Versailles, and gave him the title of First Painter of the King in 1765. Other artists patronized by the King included Jean-Baptiste Oudry, Maurice Quentin de la Tour, Jean Marc Nattier, and the sculptor Edme Bouchardon. Bouchardon created the monumental statue of Louis XV on horseback which was the centerpiece of Place Louis XV until it was pulled down during the Revolution.[119]
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The French philosophical movement later called the Enlightenment began and gathered force during the reign of Louis XV; In 1746 Diderot published his Pensées philosophiques, followed in 1749 by his Lettres sur les Aveugles and the first volume of the Encyclopédie, in 1751. Montesquieu published De l'esprit des Lois in 1748. Voltaire published le Siecle de Louis XIV and l'Essai sur les moeurs et l'esprit des nations in 1756. Rousseau became known in 1750 by the publication of Discours sur les sciences et les arts, followed in 1755 by Discours sur les origins et les fondaments de l'inégalité. These were accompanied by new works on economics, finance, and commerce by the elder Mirabeau, François Quesnay and other scientific thinkers which undermined all of the standard assumptions of royal government, economics and fiscal policy.[120]
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The censors of Louis XV at first permitted these publications; the first volume of the Encylopedie received official permission because the government censors believed it was purely a collection of scientific articles. The project soon included a multitude of authors, including Rousseau, and had four thousand subscribers. Only later did the government and King himself take notice, after the church attacked the Encylopédie for questioning official church doctrines. The King personally removed Diderot from the list of those nominated for the Académie française, and in 1759 the Encyclopédie was formally banned.
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Rousseau had a resounding success in 1756 with his opera Devin du Village, and was invited to Versailles to meet the King, but he refused. Instead, he wrote the Contrat Social calling for a new system based upon political and economic equality, published in 1762. Increasingly solitary and unstable, he wandered from province to province, before returning to Paris, where he died in solitude in 1778. His ideas, composed during the reign of Louis XV, were adopted by the revolutionaries who overthrew Louis XVI in 1789.[121]
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In the 1740s Voltaire was welcomed to the court as a playwright and poet, but his low rank as the son of a notary and the fact his father was also a Jansenist soon displeased the King and the Queen, and he was finally forced to depart Versailles. He went to Berlin, where he became a counselor to Frederick the Great, before living in Geneva and Savoy, far from Paris. On one issue in particular Voltaire took the side of Louis XV; when the King suppressed the parlements of nobles, demanded that all classes be taxed equally, and removed the charges which plaintiffs had to pay in order to have their cases heard. He wrote: "Parlements of the King! You are charged with rendering justice to the people! Render justice upon yourselves!...There is in the entire world no judicial court which has ever tried to share the power of the sovereign." However, the King's lack of further reforms in his last years disappointed Voltaire. When the King died, Voltaire wrote of his reign, "Fifty-six years, consumed with fatigues and wanderings."[122]
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For much of his lifetime Louis XV was celebrated as a national hero. Edmé Bouchardon's equestrian statue of Louis was originally conceived to commemorate the monarch's victorious role in the War of the Austrian Succession. He portrayed the king as peacemaker. It was not unveiled until 1763, following France's defeat in the Seven Years' War. Designed as a symbol of loyalty to the king, Bouchardon's work was used by the Crown for a public relations event staged to restore public confidence in a monarchy in decline. It used art as propaganda on a grand scale.[123] This statue was located on the Place Louis XV and was torn down during the Revolution.
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French culture and influence were at their height in the first half of the eighteenth century, but most scholars agree that Louis XV's decisions damaged the power of France, weakened the treasury, discredited the absolute monarchy, and made it more vulnerable to distrust and destruction. Scholars point to the French Revolution, which broke out 15 years after his death.[124] Norman Davies characterized Louis XV's reign as "one of debilitating stagnation", characterized by lost wars, endless clashes between the Court and the Parlements, and religious feuds.[125] Jerome Blum described him as "a perpetual adolescent called to do a man's job."[126]
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The view of many historians is that Louis was unequal to the high expectations of his subjects. Robert Harris wrote in 1987 that, "Historians have depicted this ruler as one of the weakest of the Bourbons, a do-nothing king who left affairs of state to ministers while indulging in his hobbies of hunting and womanizing."[127] Harris added that ministers rose and fell according to his mistresses' opinions, seriously undermining the prestige of the monarchy.
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Trends in 20th century French historiography, especially the Annales School, have deprecated biography and ignored the King. English historian William Doyle wrote:
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The political story....of the reigns of Louis XV and Louis XVI, by contrast, had too often been scorned, and therefore neglected, as a meaningless succession of petty intrigues in boudoirs and bedrooms, unworthy of serious attention when there were economic cycles, demographic fluctuations, rising and falling classes, and deep-seated shifts in cultural values to analyse.[128]
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Some scholars have ignored the king's own actions and turned instead to his image in the mind of the public. Emmanuel Le Roy Ladurie, the leader of the Annales School, noted that the king was handsome, athletic, intelligent and an excellent hunter, but that he disappointed the people. He did not keep up the practice of Mass and performing his religious obligations to the people. Le Roy Ladurie wrote that the people felt he had reduced the sacred nature of the monarchy, and thereby diminished himself.[129]
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According to Kenneth N. Jassie and Jeffrey Merrick, contemporary songs, poems, and public declarations typically portrayed a king as "master", unblemished "Christian", and benevolent provider ("baker"). Young Louis' failings were attributed to inexperience and manipulation by his handlers. Jassie and Merrick argued in 1994 that the king's troubles mounted steadily, and the people blamed and ridiculed his debauchery. The king ignored the famines and crises of the nation. The people reviled the king in popular protest, and finally celebrated his death. The monarchy survived—for a while—but Louis XV left his successor with a damaging legacy of popular discontent.[130]
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Some sermons on his death in 1774 praised the monarch and went out of their way to excuse his faults. Jeffrey Merrick wrote in 1986, "But those ecclesiastics who not only raised their eyebrows over the sins of the Beloved but also expressed doubts about his policies reflected the corporate attitude of the First Estate more accurately." They prayed the new king would restore morality at court and better serve the will of God.[131]
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The financial strain imposed by the wars and excesses of the royal court, and the consequent dissatisfaction with the monarchy, contributed to the national unrest that culminated in the French Revolution of 1789.[132] The historian Colin Jones argued in 2011 that Louis XV left France with serious financial difficulties: "The military disasters of the Seven Years' War led to acute state financial crisis.".[133] Ultimately, he wrote, Louis XV failed to overcome these fiscal problems, mainly because he was incapable of pulling together conflicting parties and interests in his entourage. Although aware of the forces of anti-monarchism threatening his family's rule, he did not do anything to stop them.[134]
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A few scholars have defended Louis, arguing that his highly negative reputation was based on propaganda meant to justify the French Revolution. Olivier Bernier in his 1984 biography argued that Louis was both popular and a leader in reforming France. During his 59-year reign, France was never threatened by conquest as no foreign army crossed its borders (though some of its overseas colonies were lost). He was known popularly as Le Bien-aimé (the well-beloved). Many of his subjects prayed for his recovery during his serious illness in Metz in 1744. His dismissal of the Parlement of Paris and his chief minister, Choiseul, in 1771, were attempts to wrest control of government from those Louis considered corrupt. He changed the tax code to try to balance the national budget. Bernier argued that these acts would have avoided the French Revolution, but his successor, Louis XVI, reversed his policies.[135] Guy Chaussinand-Nogaret wrote that Louis XV's tarnished reputation was created fifteen years after his death, to justify the French Revolution, and that the nobility during his reign were competent.[136]
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E. H. Gombrich wrote in 2005, "Louis XV and Louis XVI, the Sun King's [Louis XIV] successors, were incompetent, and content merely to imitate their great predecessor's outward show of power. The pomp and magnificence remained....Finance ministers soon became expert swindlers, cheating and extorting on a grand scale. The peasants worked till they dropped and citizens were forced to pay huge taxes."[137]
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Jeffrey Merrick wrote in 1986 that Louis XV's weak and ineffective rule accelerated the general decline that culminated in the French Revolution in 1789. The king was a notorious womaniser; the monarch's virility was supposed to be another way in which his power was manifested. Nevertheless, Merrick wrote, popular faith in the monarchy was shaken by the scandals of Louis’ private life and by the end of his life he had become despised.[138]
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Many historians agreed that in terms of culture and art, France reached a high point under Louis XV. However, he was blamed for the many diplomatic, military and economic reverses. His reign was marked by ministerial instability, while his "prestige was ruined by military failure and colonial losses", concluded Jean-Denis Lepage.[139]
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Louis's formal style was "Très haut, très puissant et très excellent Prince Louis XV, par la grâce de Dieu, roi de France et de Navarre", or "Most high, most potent and most excellent Prince Louis XV, by the Grace of God, King of France and of Navarre".
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Louis XV had several illegitimate children, although the exact number is unknown. Historiography suggest the following as possible issue of the King:
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Note: Both children are officially recognized by their mother's husband, although it is alleged that the King himself was the real father. The coevals attribute the paternity of both children to Louis XV for, according to documents from the Military Archive, Françoise de Châlus' husband had been wounded in the War of the Austrian Succession (1747) becoming from that moment unable to have any offspring. The baptism of Louis, Comte de Narbonne-Lara is another indication of that paternity.[144] His wife had become the King's mistress. Not only was it noted that he was named Louis but also his contemporaries remarked on the similarities between the young Louis and the King.
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Note: Both children were registered as daughters of Louis Auguste, Old Official, and citizen Lucie, both non-existent persons. In August 1774 Agnès and Aphrodite received from Louis XVI their letters of recognition of nobility (demoiselles issue de la plus ancienne noblesse de France) and following the stipulations leave by Louis XV, each of them obtained a capital of 223,000 livres and a reported annual revenue of 24,300 livres.
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The French line of succession upon the death of Louis XV in 1774.
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Louis XVI (Louis-Auguste; French pronunciation: [lwi sɛːz]; 23 August 1754 – 21 January 1793) was the last king of France before the fall of the monarchy during the French Revolution. He was referred to as Citizen Louis Capet during the four months just before he was executed by guillotine. In 1765, upon the death of his father, Louis, Dauphin of France, he became the new Dauphin. Upon his grandfather Louis XV's death on 10 May 1774, he assumed the title King of France and Navarre, until 4 September 1791, when he received the title of King of the French until the monarchy was abolished on 21 September 1792.
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The first part of his reign was marked by attempts to reform the French government in accordance with Enlightenment ideas. These included efforts to abolish serfdom, remove the taille (land tax) and the corvée (labour tax),[1] and increase tolerance toward non-Catholics as well as abolish the death penalty for deserters.[2][3] The French nobility reacted to the proposed reforms with hostility, and successfully opposed their implementation. Louis implemented deregulation of the grain market, advocated by his economic liberal minister Turgot, but it resulted in an increase in bread prices. In periods of bad harvests, it led to food scarcity which, during a particularly bad harvest in 1775, prompted the masses to revolt. From 1776, Louis XVI actively supported the North American colonists, who were seeking their independence from Great Britain, which was realised in the 1783 Treaty of Paris. The ensuing debt and financial crisis contributed to the unpopularity of the Ancien Régime. This led to the convening of the Estates-General of 1789. Discontent among the members of France's middle and lower classes resulted in strengthened opposition to the French aristocracy and to the absolute monarchy, of which Louis and his wife, Queen Marie Antoinette, were viewed as representatives. Increasing tensions and violence were marked by events such as the storming of the Bastille, during which riots in Paris forced Louis to definitively recognize the legislative authority of the National Assembly.
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Louis' indecisiveness and conservatism led some elements of the people of France to view him as a symbol of the perceived tyranny of the Ancien Régime, and his popularity deteriorated progressively. His unsuccessful flight to Varennes in June 1791, four months before the constitutional monarchy was declared, seemed to justify the rumors that the king tied his hopes of political salvation to the prospects of foreign intervention. The credibility of the king was deeply undermined, and the abolition of the monarchy and the establishment of a republic became an ever-increasing possibility. The growth of anti-clericalism among revolutionaries resulted in the abolition of the dîme (religious land tax) and several government policies aimed at the dechristianization of France.
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In a context of civil and international war, Louis XVI was suspended and arrested at the time of the Insurrection of 10 August 1792. One month later, the absolute monarchy was abolished and the First French Republic was proclaimed on 21 September 1792. Louis was then tried by the National Convention (self-instituted as a tribunal for the occasion), found guilty of high treason, and executed by guillotine on 21 January 1793, as a desacralized French citizen under the name of Citizen Louis Capet, in reference to Hugh Capet, the founder of the Capetian dynasty – which the revolutionaries interpreted as Louis' surname. Louis XVI was the only King of France ever to be executed, and his death brought an end to more than a thousand years of continuous French monarchy. Both of his sons died in childhood, before the Bourbon Restoration; his only child to reach adulthood, Marie Therese, was given over to the Austrians in exchange for French prisoners of war, eventually dying childless in 1851.
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Louis-Auguste de France, who was given the title Duc de Berry at birth, was born in the Palace of Versailles. One of seven children, he was the second surviving son of Louis, the Dauphin of France, and the grandson of Louis XV of France and of his consort, Maria Leszczyńska. His mother was Marie-Josèphe of Saxony, the daughter of Frederick Augustus II of Saxony, Prince-Elector of Saxony and King of Poland.
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Louis-Auguste was overlooked by his parents who favored his older brother, Louis, duc de Bourgogne, who was regarded as bright and handsome but who died at the age of nine in 1761. Louis-Auguste, a strong and healthy boy but very shy, excelled in his studies and had a strong taste for Latin, history, geography, and astronomy and became fluent in Italian and English. He enjoyed physical activities such as hunting with his grandfather and rough play with his younger brothers, Louis-Stanislas, comte de Provence, and Charles-Philippe, comte d'Artois. From an early age, Louis-Auguste was encouraged in another of his interests, locksmithing, which was seen as a useful pursuit for a child.[4]
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When his father died of tuberculosis on 20 December 1765, the eleven-year-old Louis-Auguste became the new Dauphin. His mother never recovered from the loss of her husband and died on 13 March 1767, also from tuberculosis.[5] The strict and conservative education he received from the Duc de La Vauguyon, "gouverneur des Enfants de France" (governor of the Children of France), from 1760 until his marriage in 1770, did not prepare him for the throne that he was to inherit in 1774 after the death of his grandfather, Louis XV. Throughout his education, Louis-Auguste received a mixture of studies particular to religion, morality, and humanities.[6] His instructors may have also had a good hand in shaping Louis-Auguste into the indecisive king that he became. Abbé Berthier, his instructor, taught him that timidity was a value in strong monarchs, and Abbé Soldini, his confessor, instructed him not to let people read his mind.[7]
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On 16 May 1770, at the age of fifteen, Louis-Auguste married the fourteen-year-old Habsburg Archduchess Maria Antonia (better known by the French form of her name, Marie Antoinette), his second cousin once removed and the youngest daughter of the Holy Roman Emperor Francis I and his wife, the Empress Maria Theresa.[8]
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This marriage was met with hostility from the French public. France's alliance with Austria had pulled the country into the disastrous Seven Years' War, in which it was defeated by the British and the Prussians, both in Europe and in North America. By the time that Louis-Auguste and Marie-Antoinette were married, the French people generally disliked the Austrian alliance, and Marie-Antoinette was seen as an unwelcome foreigner.[9] For the young couple, the marriage was initially amiable but distant. Louis-Auguste's shyness and, among other factors, the young age and inexperience of the newlyweds (who were near total strangers to each other: they had met only two days before their wedding) meant that the 15-year-old bridegroom failed to consummate the union with his 14-year-old bride. His fear of being manipulated by her for imperial purposes caused him to behave coldly towards her in public.[10] Over time, the couple became closer, though while their marriage was reportedly consummated in July 1773, it did not actually happen until 1777.[11]
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The couple's failure to produce any children for several years placed a strain upon their marriage,[12] exacerbated by the publication of obscene pamphlets (libelles) mocking their infertility. One questioned, "Can the King do it? Can't the King do it?"[13]
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The reasons for the couple's initial failure to have children were debated at that time, and they have continued to be debated since. One suggestion is that Louis-Auguste suffered from a physiological dysfunction,[14] most often thought to be phimosis, a suggestion first made in late 1772 by the royal doctors.[15] Historians adhering to this view suggest that he was circumcised[16] (a common treatment for phimosis) to relieve the condition seven years after their marriage. Louis's doctors were not in favour of the surgery – the operation was delicate and traumatic, and capable of doing "as much harm as good" to an adult male. The argument for phimosis and a resulting operation is mostly seen to originate from Stefan Zweig's 1932 biography of Marie Antoinette.
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Most modern historians agree that Louis had no surgery[17][18][19] – for instance, as late as 1777, the Prussian envoy, Baron Goltz, reported that the King of France had definitely declined the operation.[20] Louis was frequently declared to be perfectly capable of sexual intercourse, as confirmed by Joseph II, and during the time he was supposed to have had the operation, he went out hunting almost every day, according to his journal. This would not have been possible if he had undergone a circumcision; at the very least, he would have been unable to ride to the hunt for a few weeks afterwards. The couple's sexual problems are now attributed to other factors. Antonia Fraser's biography of the queen discusses Joseph II's letter on the matter to one of his brothers after he visited Versailles in 1777. In the letter, Joseph describes in astonishingly frank detail Louis' inadequate performance in the marriage bed and Antoinette's lack of interest in conjugal activity. Joseph described the couple as "complete fumblers"; however, with his advice, Louis began to apply himself more effectively to his marital duties, and in the third week of March 1778 Marie Antoinette became pregnant.
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Eventually, the royal couple became the parents of four children. According to Madame Campan, Marie Antoinette's lady-in-waiting, the queen also suffered two miscarriages. The first one, in 1779, a few months after the birth of her first child, is mentioned in a letter to her daughter, written in July by empress Maria Theresa. Madame Campan states that Louis spent an entire morning consoling his wife at her bedside, and swore to secrecy everyone who knew of the occurrence. Marie Antoinette suffered a second miscarriage on the night of 2–3 November 1783.
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Louis XVI and Marie Antoinette were the parents of four live-born children:
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In addition to his biological children, Louis XVI also adopted six children: "Armand" Francois-Michel Gagné (c. 1771-1792), a poor orphan adopted in 1776; Jean Amilcar (c. 1781-1793), a Senegalese slave boy given to the queen as a present by Chevalier de Boufflers in 1787, but whom she instead had freed, baptized, adopted and placed in a pension; Ernestine Lambriquet (1778-1813), daughter of two servants at the palace, who was raised as the playmate of his daughter and whom he adopted after the death of her mother in 1788; and finally "Zoe" Jeanne Louise Victoire (born in 1787), who was adopted in 1790 along with her two older sisters when her parents, an usher and his wife in service of the king, had died.[21]
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Of these, only Armand, Ernestine and Zoe actually lived with the royal family: Jean Amilcar, along with the elder siblings of Zoe and Armand who were also formally foster children of the royal couple, simply lived on the queen's expense until her imprisonment, which proved fatal for at least Amilcar, as he was evicted from the boarding school when the fee was no longer paid, and reportedly starved to death on the street.[21] Armand and Zoe had a position which was more similar to that of Ernestine: Armand lived at court with the king and queen until he left them at the outbreak of the revolution because of his republican sympathies, and Zoe was chosen to be the playmate of the Dauphin, just as Ernestine had once been selected as the playmate of Marie-Therese, and sent away to her sisters in a convent boarding school before the Flight to Varennes in 1791.[21]
|
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When Louis XVI acceded to the throne in 1774, he was nineteen years old. He had an enormous responsibility, as the government was deeply in debt, and resentment of despotic monarchy was on the rise. He himself felt woefully unqualified to resolve the situation.
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As king, Louis XVI focused primarily on religious freedom and foreign policy. While none doubted his intellectual ability to rule France, it was quite clear that, although raised as the Dauphin since 1765, he lacked firmness and decisiveness. His desire to be loved by his people is evident in the prefaces of many of his edicts that would often explain the nature and good intention of his actions as benefiting the people, such as reinstating the parlements. When questioned about his decision, he said, "It may be considered politically unwise, but it seems to me to be the general wish and I want to be loved."[22] In spite of his indecisiveness, Louis XVI was determined to be a good king, stating that he "must always consult public opinion; it is never wrong."[23] He, therefore, appointed an experienced advisor, Jean-Frédéric Phélypeaux, Comte de Maurepas who, until his death in 1781, would take charge of many important ministerial functions.
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Among the major events of Louis XVI's reign was his signing of the Edict of Versailles, also known as the Edict of Tolerance, on 7 November 1787, which was registered in the parlement on 29 January 1788. Granting non-Roman Catholics – Huguenots and Lutherans, as well as Jews – civil and legal status in France and the legal right to practice their faiths, this edict effectively nullified the Edict of Fontainebleau that had been law for 102 years. The Edict of Versailles did not legally proclaim freedom of religion in France – this took two more years, with the Declaration of the Rights of Man and Citizen of 1789 – however, it was an important step in eliminating religious tensions and it officially ended religious persecution within his realm.[24]
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Radical financial reforms by Turgot and Malesherbes angered the nobles and were blocked by the parlements who insisted that the King did not have the legal right to levy new taxes. So, in 1776, Turgot was dismissed and Malesherbes resigned, to be replaced by Jacques Necker. Necker supported the American Revolution, and he carried out a policy of taking out large international loans instead of raising taxes. He attempted to gain public favor in 1781 by publishing of the first ever accounting of the French Crown's expenses and accounts, the Compte-rendu au Roi. This misleading publication led the people of France to believe the kingdom ran a modest surplus.[25] When this policy of hiding and ignoring the kingdom's financial woes failed miserably, Louis dismissed and replaced him in 1783 with Charles Alexandre de Calonne, who increased public spending to "buy" the country's way out of debt. Again this failed, so Louis convoked the Assembly of Notables in 1787 to discuss a revolutionary new fiscal reform proposed by Calonne. When the nobles were informed of the true extent of the debt, they were shocked and rejected the plan.
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After this, Louis XVI and his new Controller-General des finances, Étienne-Charles de Loménie de Brienne, tried to simply force the Parlement de Paris to register the new laws and fiscal reforms. Upon the refusal of the members of the Parlement, Louis XVI tried to use his absolute power to subjugate them by every means: enforcing in many occasions the registration of his reforms (6 August 1787, 19 November 1787, and 8 May 1788), exiling all Parlement magistrates to Troyes as a punishment on 15 August 1787, prohibiting six members from attending parliamentary sessions on 19 November, arresting two very important members of the Parlement, who opposed his reforms, on 6 May 1788, and even dissolving and depriving of all power the "Parlement," replacing it with a plenary court, on 8 May 1788. The failure of these measures and displays of royal power is attributable to three decisive factors. First, the majority of the population stood in favor of the Parlement against the King, and thus continuously rebelled against him. Second, the royal treasury was financially destitute to a crippling degree, leaving it incapable of sustaining its own imposed reforms. Third, although the King enjoyed as much absolute power as his predecessors, he lacked the personal authority crucial for absolutism to function properly. Now unpopular to both the commoners and the aristocracy, Louis XVI was therefore only very briefly able to impose his decisions and reforms, for periods ranging from 2 to 4 months, before having to revoke them.
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As authority dissipated from him and reforms were clearly becoming unavoidable, there were increasingly loud calls for him to convoke the Estates-General, which had not met since 1614 (at the beginning of the reign of Louis XIII). As a last-ditch attempt to get new monetary reforms approved, Louis XVI convoked the Estates-General on 8 August 1788, setting the date of their opening on 1 May 1789. With the convocation of the Estates-General, as in many other instances during his reign, Louis XVI placed his reputation and public image in the hands of those who were perhaps not as sensitive to the desires of the French population as he was. Because it had been so long since the Estates-General had been convened, there was some debate as to which procedures should be followed. Ultimately, the Parlement de Paris agreed that "all traditional observances should be carefully maintained to avoid the impression that the Estates-General could make things up as it went along." Under this decision, the king agreed to retain many of the traditions which had been the norm in 1614 and prior convocations of the Estates-General, but which were intolerable to a Third Estate buoyed by recent proclamations of equality. For example, the First and Second Estates proceeded into the assembly wearing their finest garments, while the Third Estate was required to wear plain, oppressively somber black, an act of alienation that Louis XVI would likely have not condoned. He seemed to regard the deputies of the Estates-General with respect: in a wave of self-important patriotism, members of the Estates refused to remove their hats in the King's presence, so Louis removed his to them.[26]
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This convocation was one of the events that transformed the general economic and political malaise of the country into the French Revolution. In June 1789, the Third Estate unilaterally declared itself the National Assembly. Louis XVI's attempts to control it resulted in the Tennis Court Oath (serment du jeu de paume), on 20 June, the declaration of the National Constituent Assembly on 9 July, and eventually to the storming of the Bastille on 14 July, which started the French Revolution. Within three short months, the majority of the king's executive authority had been transferred to the elected representatives of the Nation.
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French involvement in the Seven Years' War had left Louis XVI a disastrous inheritance. Britain's victories had seen them capture most of France's colonial territories. While some were returned to France at the 1763 Treaty of Paris, a vast swath of North America was ceded to the British.
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This had led to a strategy amongst the French leadership of seeking to rebuild the French military in order to fight a war of revenge against Britain, in which it was hoped the lost colonies could be recovered. France still maintained a strong influence in the West Indies, and in India maintained five trading posts, leaving opportunities for disputes and power-play with Great Britain.[27]
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In the spring of 1776, Vergennes, the Foreign Secretary, saw an opportunity to humiliate France's long-standing enemy, Great Britain, and to recover territory lost during the Seven Years' War, by supporting the American Revolution. In the same year Louis was persuaded by Pierre Beaumarchais to send supplies, ammunition, and guns to the rebels secretly. Early in 1778 he signed a formal Treaty of Alliance, and later that year France went to war with Britain. In deciding in favor of war, despite France's large financial problems, the King was materially influenced by alarmist reports after the Battle of Saratoga, which suggested that Britain was preparing to make huge concessions to the thirteen colonies and then, allied with them, to strike at French and Spanish possessions in the West Indies.[28] Spain and the Netherlands soon joined the French in an anti-British coalition. After 1778, Great Britain switched its focus to the West Indies, as defending the sugar islands was considered more important than trying to recover the thirteen colonies. France and Spain planned to invade the British Isles themselves with the Armada of 1779, but the operation never went ahead.
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France's initial military assistance to the American rebels was a disappointment, with defeats at Rhode Island and Savannah. In 1780, France sent Rochambeau and Grasse to help the Americans, along with large land and naval forces. The French expeditionary force arrived in North America in July 1780. The appearance of French fleets in the Caribbean was followed by the capture of a number of the sugar islands, including Tobago and Grenada.[29] In October 1781, the French naval blockade was instrumental in forcing a British army under Cornwallis to surrender at the Siege of Yorktown.[30] When news of this reached London in March 1782, the government of Lord North fell and Great Britain immediately sued for peace terms; however, France delayed the end of the war until September 1783 in the hope of overrunning more British colonies in India and the West Indies.
|
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Great Britain recognized the independence of the thirteen colonies as the United States of America, and the French war ministry rebuilt its army. However, the British defeated the main French fleet in 1782 and successfully defended Jamaica and Gibraltar. France gained little from the 1783 Treaty of Paris that ended the war, except the colonies of Tobago and Senegal. Louis XVI was wholly disappointed in his aims of recovering Canada, India, and other islands in the West Indies from Britain, as they were too well defended and the Royal Navy made any attempted invasion of mainland Britain impossible. The war cost 1,066 million livres, financed by new loans at high interest (with no new taxes). Necker concealed the crisis from the public by explaining only that ordinary revenues exceeded ordinary expenses, and not mentioning the loans. After he was forced from office in 1781, new taxes were levied.[31]
|
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This intervention in America was not possible without France adopting a neutral position in European affairs to avoid being drawn into a continental war which would be simply a repetition of the French policy mistakes in the Seven Years' War. Vergennes, supported by King Louis, refused to go to War to support Austria in the Bavarian Succession crisis in 1778, when Austrian Holy Roman Emperor Joseph tried to control parts of Bavaria. Vergennes and Maurepas refused to support the Austrian position, but the intervention of Marie Antoinette in favor of Austria obliged France to adopt a position more favorable to Austria, which in the treaty of Teschen was able to get in compensation a territory whose population numbered around 100,000 persons. However, this intervention was a disaster for the image of the Queen, who was named "l'Autrichienne" (a pun in French meaning "Austrian", but the "chienne" suffix can mean "bitch") on account of it.[32]
|
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Louis XVI hoped to use the American Revolutionary War as an opportunity to expel the British from India.[27] In 1782, he sealed an alliance with the Peshwa Madhu Rao Narayan. As a consequence, Bussy moved his troops to the Isle de France (now Mauritius) and later contributed to the French effort in India in 1783.[27][33] Suffren became the ally of Hyder Ali in the Second Anglo-Mysore War against British rule in India, in 1782–1783, fighting the British fleet along the coasts of India and Ceylon.[34][35]
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France also intervened in Cochinchina following Mgr Pigneau de Béhaine's intervention to obtain military aid. A France-Cochinchina alliance was signed through the Treaty of Versailles of 1787, between Louis XVI and Prince Nguyễn Ánh.[36]
|
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Louis XVI also encouraged major voyages of exploration. In 1785, he appointed La Pérouse to lead a sailing expedition around the world. (La Pérouse and his fleet disappeared after leaving Botany Bay in March 1788. Louis is recorded as having asked, on the morning of his execution, "Any news of La Pérouse?".)[37]
|
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There is a lack of scholarship on the subject of Louis XVI's time as a constitutional monarch, though it was a significant length of time. The reason as to why many biographers have not elaborated extensively on this time in the king's life is due to the uncertainty surrounding his actions during this period, as Louis XVI's declaration that was left behind in the Tuileries stated that he regarded his actions during constitutional reign provisional; he reflected that his "palace was a prison". This time period was exemplary in its demonstration of an institution's deliberation while in their last standing moments.[38]
|
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Louis XVI's time in his previous palace came to an end on 5 October 1789, when an angry mob of Parisian working men and women was incited by revolutionaries and marched on the Palace of Versailles, where the royal family lived. At dawn, they infiltrated the palace and attempted to kill the queen, who was associated with a frivolous lifestyle that symbolized much that was despised about the Ancien Régime. After the situation had been defused by Lafayette, head of the Garde nationale, the king and his family were brought by the crowd to the Tuileries Palace in Paris, the reasoning being that the king would be more accountable to the people if he lived among them in Paris.
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The Revolution's principles of popular sovereignty, though central to democratic principles of later eras, marked a decisive break from the centuries-old principle of divine right that was at the heart of the French monarchy. As a result, the Revolution was opposed by many of the rural people of France and by all the governments of France's neighbors. Still, within the city of Paris and amongst the philosophers of the time, many of which were members of the National Assembly, the monarchy had next to no support. As the Revolution became more radical and the masses more uncontrollable, several of the Revolution's leading figures began to doubt its benefits. Some, like Honoré Mirabeau, secretly plotted with the Crown to restore its power in a new constitutional form.
|
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Beginning in 1791, Montmorin, Minister of Foreign Affairs, started to organize covert resistance to the revolutionary forces. Thus, the funds of the Liste Civile, voted annually by the National Assembly, were partially assigned to secret expenses in order to preserve the monarchy. Arnault Laporte, who was in charge of the Civil list, collaborated with both Montmorin and Mirabeau. After the sudden death of Mirabeau, Maximilien Radix de Sainte-Foix, a noted financier, took his place. In effect, he headed a secret council of advisers to Louis XVI, which tried to preserve the monarchy; these schemes proved unsuccessful, and were exposed later when the armoire de fer was discovered. Regarding the financial difficulties facing France, the Assembly created the Comité des Finances, and while Louis XVI attempted to declare his concern and interest in remedying the economic situations, inclusively offering to melt crown silver as a dramatic measure, it appeared to the public that the king did not understand that such statements no longer held the same meaning as they did before and that doing such a thing could not restore the economy of a country.[38]
|
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Mirabeau's death on 7 April, and Louis XVI's indecision, fatally weakened negotiations between the Crown and moderate politicians. The Third Estate leaders also had no desire in turning back or remaining moderate after their hard efforts to change the politics of the time, and so the plans for a constitutional monarchy did not last long. On one hand, Louis was nowhere near as reactionary as his brothers, the comte de Provence[citation needed] and the comte d'Artois, and he repeatedly sent messages to them requesting a halt to their attempts to launch counter-coups. This was often done through his secretly nominated regent, the Cardinal Loménie de Brienne. On the other hand, Louis was alienated from the new democratic government both by its negative reaction to the traditional role of the monarch and in its treatment of him and his family. He was particularly irked by being kept essentially as a prisoner in the Tuileries, and by the refusal of the new regime to allow him to have confessors and priests of his choice rather than 'constitutional priests' pledged to the state and not the Roman Catholic Church.
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On 21 June 1791, Louis XVI attempted to flee secretly with his family from Paris to the royalist fortress town of Montmédy on the northeastern border of France, where he would join the émigrés and be protected by Austria. The voyage was planned by the Swedish nobleman, and often assumed secret lover of Queen Marie-Antoinette, Axel von Fersen.[39][40]
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While the National Assembly worked painstakingly towards a constitution, Louis and Marie-Antoinette were involved in plans of their own. Louis had appointed Breteuil to act as plenipotentiary, dealing with other foreign heads of state in an attempt to bring about a counter-revolution. Louis himself held reservations against depending on foreign assistance. Like his mother and father, he thought that the Austrians were treacherous and the Prussians were overly ambitious.[41] As tensions in Paris rose and he was pressured to accept measures from the Assembly against his will, Louis XVI and the queen plotted to secretly escape from France. Beyond escape, they hoped to raise an "armed congress" with the help of the émigrés, as well as assistance from other nations with which they could return and, in essence, recapture France. This degree of planning reveals Louis' political determination, but it was for this determined plot that he was eventually convicted of high treason.[42] He left behind (on his bed) a 16-page written manifesto, Déclaration du roi, adressée à tous les François, à sa sortie de Paris,[43] traditionally known as the Testament politique de Louis XVI ("Political Testament of Louis XVI"), explaining his rejection of the constitutional system as illegitimate; it was printed in the newspapers. However, his indecision, many delays, and misunderstanding of France were responsible for the failure of the escape. Within 24 hours, the royal family was arrested at Varennes-en-Argonne shortly after Jean-Baptiste Drouet, who recognised the king from his profile on a 50 livres assignat[44] (paper money), had given the alert. Louis XVI and his family were taken back to Paris where they arrived on 25 June. Viewed suspiciously as traitors, they were placed under tight house arrest upon their return to the Tuileries.[45]
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At the individual level, the failure of the escape plans was due to a series of misadventures, delays, misinterpretations, and poor judgments.[46] In a wider perspective, the failure was attributable to the king's indecision—he repeatedly postponed the schedule, allowing for smaller problems to become severe. Furthermore, he totally misunderstood the political situation. He thought only a small number of radicals in Paris were promoting a revolution that the people as a whole rejected. He thought, mistakenly, that he was beloved by his subjects.[47] The king's flight in the short term was traumatic for France, inciting a wave of emotions that ranged from anxiety to violence to panic. Everyone realized that war was imminent. The deeper realization, that the king had in fact repudiated the Revolution, was an even greater shock for people who until then had seen him as a good king who governed as a manifestation of God's will. They felt betrayed, and as a result, Republicanism now burst out of the coffee houses and became a dominating philosophy of the rapidly radicalized French Revolution.[48]
|
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The other monarchies of Europe looked with concern upon the developments in France, and considered whether they should intervene, either in support of Louis or to take advantage of the chaos in France. The key figure was Marie-Antoinette's brother, the Holy Roman Emperor Leopold II. Initially, he had looked on the Revolution with equanimity. However, he became more and more disturbed as it became more and more radical. Despite this, he still hoped to avoid war.
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On 27 August, Leopold and Frederick William II of Prussia, in consultation with émigrés French nobles, issued the Declaration of Pillnitz, which declared the interest of the monarchs of Europe in the well-being of Louis and his family, and threatened vague but severe consequences if anything should befall them. Although Leopold saw the Pillnitz Declaration as an easy way to appear concerned about the developments in France without committing any soldiers or finances to change them, the revolutionary leaders in Paris viewed it fearfully as a dangerous foreign attempt to undermine France's sovereignty.
|
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In addition to the ideological differences between France and the monarchical powers of Europe, there were continuing disputes over the status of Austrian estates in Alsace, and the concern of members of the National Constituent Assembly about the agitation of émigrés nobles abroad, especially in the Austrian Netherlands and the minor states of Germany.
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In the end, the Legislative Assembly, supported by Louis XVI, declared war on Austria ("the King of Bohemia and Hungary") first, voting for war on 20 April 1792, after a long list of grievances was presented to it by the foreign minister, Charles François Dumouriez. Dumouriez prepared an immediate invasion of the Austrian Netherlands, where he expected the local population to rise against Austrian rule. However, the Revolution had thoroughly disorganised the army, and the forces raised were insufficient for the invasion. The soldiers fled at the first sign of battle and, in one case, on 28 April 1792, murdered their general, Irish-born comte Théobald de Dillon, whom they accused of treason.[49]
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While the revolutionary government frantically raised fresh troops and reorganised its armies, a Prussian-Austrian army under Charles William Ferdinand, Duke of Brunswick assembled at Coblenz on the Rhine. In July, the invasion began, with Brunswick's army easily taking the fortresses of Longwy and Verdun. The duke then issued on 25 July a proclamation called the Brunswick Manifesto, written by Louis's émigré cousin, the Prince de Condé, declaring the intent of the Austrians and Prussians to restore the king to his full powers and to treat any person or town who opposed them as rebels to be condemned to death by martial law.
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Contrary to its intended purpose of strengthening Louis XVI's position against the revolutionaries, the Brunswick Manifesto had the opposite effect of greatly undermining his already highly tenuous position. It was taken by many to be the final proof of collusion between the king and foreign powers in a conspiracy against his own country. The anger of the populace boiled over on 10 August when an armed mob – with the backing of a new municipal government of Paris that came to be known as the Insurrectional Paris Commune – marched upon and invaded the Tuileries Palace. The royal family took shelter with the Legislative Assembly.
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Louis was officially arrested on 13 August 1792 and sent to the Temple, an ancient fortress in Paris that was used as a prison. On 21 September, the National Assembly declared France to be a Republic, and abolished the monarchy. Louis was stripped of all of his titles and honors, and from this date was known as Citoyen Louis Capet.
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The Girondins were partial to keeping the deposed king under arrest, both as a hostage and a guarantee for the future. Members of the Commune and the most radical deputies, who would soon form the group known as the Mountain, argued for Louis's immediate execution. The legal background of many of the deputies made it difficult for a great number of them to accept an execution without the due process of law, and it was voted that the deposed monarch be tried before the National Convention, the organ that housed the representatives of the sovereign people. In many ways, the former king's trial represented the trial of the monarchy by the revolution. It was seen as if with the death of one came the life of the other. Michelet argued that the death of the former king would lead to the acceptance of violence as a tool for happiness. He said, "If we accept the proposition that one person can be sacrificed for the happiness of the many, it will soon be demonstrated that two or three or more could also be sacrificed for the happiness of the many. Little by little, we will find reasons for sacrificing the many for the happiness of the many, and we will think it was a bargain."[50]
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Two events led up to the trial for Louis XVI. First, after the Battle of Valmy on 22 September 1792, General Dumouriez negotiated with the Prussians who evacuated France. Louis could no longer be considered a hostage or as leverage in negotiations with the invading forces.[51] Second, in November 1792, the armoire de fer (iron chest) incident took place at the Tuileries Palace, when the existence of the hidden safe in the king's bedroom containing compromising documents and correspondence, was revealed by François Gamain, the Versailles locksmith who had installed it. Gaiman went to Paris on 20 November and told Jean-Marie Roland, Girondinist Minister of the Interior, who ordered it opened.[52] The resulting scandal served to discredit the king. Following these two events the Girondins could no longer keep the king from trial.[51]
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On 11 December, among crowded and silent streets, the deposed king was brought from the Temple to stand before the Convention and hear his indictment, an accusation of high treason and crimes against the State. On 26 December, his counsel, Raymond Desèze, delivered Louis' response to the charges, with the assistance of François Tronchet and Malesherbes. Before the trial started and Louis mounted his defense to the Convention, he told his lawyers that he knew he would be found guilty and be killed, but to prepare and act as though they could win. He was resigned to and accepted his fate before the verdict was determined, but he was willing to fight to be remembered as a good king for his people.[53]
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The Convention would be voting on three questions: first, Is Louis guilty; second, whatever the decision, should there be an appeal to the people; and third, if found guilty, what punishment should Louis suffer? The order of the voting on each question was a compromise within the Jacobin movement between the Girondins and Mountain; neither were satisfied but both accepted.[54]
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On 15 January 1793, the Convention, composed of 721 deputies, voted on the verdict. Given the overwhelming evidence of Louis's collusion with the invaders, the verdict was a foregone conclusion – with 693 deputies voting guilty, none for acquittal, with 23 abstaining.[55] The next day, a roll-call vote was carried out to decide upon the fate of the former king, and the result was uncomfortably close for such a dramatic decision. 288 of the deputies voted against death and for some other alternative, mainly some means of imprisonment or exile. 72 of the deputies voted for the death penalty, but subject to several delaying conditions and reservations. The voting took a total of 36 hours.[54] 361 of the deputies voted for Louis's immediate execution. Louis was condemned to death by a majority of one vote. Philippe Égalité, formerly the Duke of Orléans and Louis' cousin, voted for Louis' execution, a cause of much future bitterness among French monarchists; he would himself be guillotined on the same scaffold, Place de la Révolution, before the end of the same year, on 6 November 1793.[56]
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The next day, a motion to grant Louis XVI reprieve from the death sentence was voted down: 310 of the deputies requested mercy, but 380 voted for the immediate execution of the death penalty. This decision would be final. Malesherbes wanted to break the news to Louis and bitterly lamented the verdict, but Louis told him he would see him again in a happier life and he would regret leaving a friend like Malesherbes behind. The last thing Louis said to him was that he needed to control his tears because all eyes would be upon him.[57]
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On Monday, 21 January 1793, Louis XVI, at age 38, was beheaded by guillotine on the Place de la Révolution. As Louis XVI mounted the scaffold, he appeared dignified and resigned. He delivered a short speech in which he pardoned "...those who are the cause of my death.... ".[58] He then declared himself innocent of the crimes of which he was accused, praying that his blood would not fall back on France.[59] Many accounts suggest Louis XVI's desire to say more, but Antoine-Joseph Santerre, a general in the National Guard, halted the speech by ordering a drum roll. The former king was then quickly beheaded.[60] Some accounts of Louis's beheading indicate that the blade did not sever his neck entirely the first time. There are also accounts of a blood-curdling scream issuing from Louis after the blade fell but this is unlikely, since the blade severed Louis's spine. The executioner, Charles Henri Sanson, testified that the former king had bravely met his fate.[61]
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Immediately after his execution, Louis XVI's corpse was transported in a cart to the nearby Madeleine cemetery, located rue d'Anjou, where those guillotined at the Place de la Révolution were buried in mass graves. Before his burial, a short religious service was held in the Madeleine church (destroyed in 1799) by two priests who had sworn allegiance to the Civil Constitution of the Clergy. Afterward, Louis XVI, his severed head placed between his feet, was buried in an unmarked grave, with quicklime spread over his body.[citation needed] The Madeleine cemetery was closed in 1794. In 1815 Louis XVIII had the remains of his brother Louis XVI and of his sister-in-law, Marie-Antoinette transferred and buried in the Basilica of St Denis, the Royal necropolis of the Kings and Queens of France. Between 1816 and 1826, a commemorative monument, the Chapelle expiatoire, was erected at the location of the former cemetery and church.[citation needed]
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While Louis's blood dripped to the ground, several onlookers ran forward to dip their handkerchiefs in it.[62] This account was proven true in 2012 after a DNA comparison linked blood thought to be from Louis XVI's beheading to DNA taken from tissue samples originating from what was long thought to be the mummified head of his ancestor, Henry IV of France. The blood sample was taken from a squash gourd carved to commemorate the heroes of the French Revolution that had, according to legend, been used to house one of the handkerchiefs dipped in Louis's blood.[63]
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The 19th-century historian Jules Michelet attributed the restoration of the French monarchy to the sympathy that had been engendered by the execution of Louis XVI. Michelet's Histoire de la Révolution Française and Alphonse de Lamartine's Histoire des Girondins, in particular, showed the marks of the feelings aroused by the revolution's regicide. The two writers did not share the same sociopolitical vision, but they agreed that, even though the monarchy was rightly ended in 1792, the lives of the royal family should have been spared. Lack of compassion at that moment contributed to a radicalization of revolutionary violence and to greater divisiveness among Frenchmen. For the 20th century novelist Albert Camus the execution signaled the end of the role of God in history, for which he mourned. For the 20th century philosopher Jean-François Lyotard the regicide was the starting point of all French thought, the memory of which acts as a reminder that French modernity began under the sign of a crime.[64]
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Louis' daughter, Marie-Thérèse-Charlotte, the future Duchess of Angoulême, survived the French Revolution, and she lobbied in Rome energetically for the canonization of her father as a saint of the Catholic Church. Despite his signing of the "Civil Constitution of the Clergy", Louis had been described as a martyr by Pope Pius VI in 1793.[65] In 1820, however, a memorandum of the Congregation of Rites in Rome, declaring the impossibility of proving that Louis had been executed for religious rather than political reasons, put an end to hopes of canonization.
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King Louis XVI has been portrayed in numerous films. In Captain of the Guard (1930), he is played by Stuart Holmes. In Marie Antoinette (1938), he was played by Robert Morley. Jean-François Balmer portrayed him in the 1989 two-part miniseries La Révolution française. More recently, he was depicted in the 2006 film Marie Antoinette by Jason Schwartzman. In Sacha Guitry's Si Versailles m'était conté, Louis was portrayed by one of the film's producers, Gilbert Bokanowski, using the alias Gilbert Boka. Several portrayals have upheld the image of a bumbling, almost foolish king, such as that by Jacques Morel in the 1956 French film Marie-Antoinette reine de France and that by Terence Budd in the Lady Oscar live action film. In Start the Revolution Without Me, Louis XVI is portrayed by Hugh Griffith as a laughable cuckold. Mel Brooks played a comic version of Louis XVI in The History of the World Part 1, portraying him as a libertine who has such distaste for the peasantry he uses them as targets in skeet shooting. In the 1996 film Ridicule; Urbain Cancelier plays Louis.
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Louis XVI has been the subject of novels as well, including two of the alternate histories anthologized in If It Had Happened Otherwise (1931): "If Drouet's Cart Had Stuck" by Hilaire Belloc and "If Louis XVI Had Had an Atom of Firmness" by André Maurois, which tell very different stories but both imagine Louis surviving and still reigning in the early 19th century. Louis appears in the children's book Ben and Me by Robert Lawson but does not appear in the 1953 animated short film based on the same book.
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Larmuseau et al. (2013)[66] tested the Y-DNA of three living members of the House of Bourbon, one descending from Louis XIII of France via King Louis Philippe I, and two from Louis XIV via Philip V of Spain, and concluded that all three men share the same STR haplotype and belonged to Haplogroup_R1b (R-M343). The three individuals were further assigned to sub-haplogroup R1b1b2a1a1b* (R-Z381*). These results contradicted an earlier DNA analysis of a handkerchief dipped in the presumptive blood of Louis XVI after his execution performed by Laluez-Fo et al. (2010).[67]
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Louis's formal style before the revolution was "Louis XVI, par la grâce de Dieu, roi de France et de Navarre", or "Louis XVI, by the Grace of God, King of France and of Navarre".
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Louis XVIII (Louis Stanislas Xavier; 17 November 1755 – 16 September 1824), known as the Desired (French: le Désiré),[2][3] was King of France from 1814 to 1824, except for the Hundred Days in 1815. He spent twenty-three years in exile: during the French Revolution and the First French Empire (1791–1814); and during the Hundred Days.
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Until his accession to the throne of France, he held the title of Count of Provence as brother of King Louis XVI. On 21 September 1792, the National Convention abolished the monarchy and deposed Louis XVI, who was later executed by guillotine.[4] When his young nephew Louis XVII died in prison in June 1795, the Count of Provence proclaimed himself (titular) king under the name Louis XVIII.[5]
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Following the French Revolution and during the Napoleonic era, Louis XVIII lived in exile in Prussia, England, and Russia.[6] When the Sixth Coalition finally defeated Napoleon in 1814, Louis XVIII was placed in what he, and the French royalists, considered his rightful position. However, Napoleon escaped from his exile in Elba and restored his French Empire. Louis XVIII fled, and a Seventh Coalition declared war on the French Empire, defeated Napoleon again, and again restored Louis XVIII to the French throne.
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Louis XVIII ruled as king for slightly less than a decade. The government of the Bourbon Restoration was a constitutional monarchy, unlike the Ancien Régime, which was absolutist. As a constitutional monarch, Louis XVIII's royal prerogative was reduced substantially by the Charter of 1814, France's new constitution. His return in 1815 led to a second wave of White Terror headed by the Ultra-royalist faction. The following year, Louis dissolved the unpopular parliament, referred to as the Chambre introuvable, giving rise to the liberal Doctrinaires. His reign was further marked by the formation of the Quintuple Alliance and a military intervention in Spain. Louis had no children, so upon his death the crown passed to his brother, Charles X.[7] Louis XVIII was the last French monarch to die while still reigning, as Charles X (1824–1830) abdicated and both Louis Philippe I (1830–1848) and Napoleon III (1852–1870) were deposed.
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Louis Stanislas Xavier, styled Count of Provence from birth, was born on 17 November 1755 in the Palace of Versailles, a younger son of Louis, Dauphin of France, and his wife Maria Josepha of Saxony. He was the grandson of the reigning King Louis XV. As a son of the Dauphin, he was a Fils de France. He was christened Louis Stanislas Xavier six months after his birth, in accordance with Bourbon family tradition, being nameless before his baptism. By this act, he also became a Knight of the Order of the Holy Spirit.
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The name of Louis was bestowed because it was typical of a prince of France; Stanislas was chosen to honour his great-grandfather King Stanisław I of Poland; and Xavier was chosen for Saint Francis Xavier, whom his mother's family held as one of their patron saints.[8]
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At the time of his birth, Louis Stanislas was fourth in line to the throne of France, behind his father and his two elder brothers: Louis Joseph Xavier, Duke of Burgundy, and Louis Auguste, Duke of Berry. The former died in 1761, leaving Louis Auguste as heir to their father until the Dauphin's own premature death in 1765. The two deaths elevated Louis Stanislas to second in the line of succession, while his brother Louis Auguste acquired the title of Dauphin.[9]
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Louis Stanislas found comfort in his governess, Madame de Marsan, Governess of the Children of France, as he was her favourite among his siblings.[10] Louis Stanislas was taken away from his governess when he turned seven, the age at which the education of boys of royal blood and of the nobility was turned over to men. Antoine de Quélen de Stuer de Caussade, Duke of La Vauguyon, a friend of his father, was named as his governor.
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Louis Stanislas was an intelligent boy, excelling in the classics. His education was of the same quality and consistency as that of his older brother, Louis Auguste, despite the fact that Louis Auguste was heir and Louis Stanislas was not.[10] Louis Stanislas's education was quite religious in nature; several of his teachers were priests, such as Jean-Gilles du Coëtlosquet, Bishop of Limoges; the Abbé Jean-Antoine Nollet; and the Jesuit Guillaume-François Berthier.[11] La Vauguyon drilled into young Louis Stanislas and his brothers the way he thought princes should "know how to withdraw themselves, to like to work," and "to know how to reason correctly".
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In April 1771, when he was 15, Louis Stanislas's education was formally concluded, and his own independent household was established,[12] which astounded contemporaries with its extravagance: in 1773, the number of his servants reached 390.[13] In the same month his household was founded, Louis was granted several titles by his grandfather, Louis XV: Duke of Anjou, Count of Maine, Count of Perche, and Count of Senoches.[14] During this period of his life he was often known by the title Count of Provence.
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On 17 December 1773, he was inaugurated as a Grand Master of the Order of St. Lazarus.
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On 16 April 1771, Louis Stanislas was married by proxy to Princess Maria Giuseppina of Savoy. The in-person ceremony was conducted on 14 May at the Palace of Versailles. Marie Joséphine (as she was known in France) was a daughter of Victor Amadeus, Duke of Savoy (later King Victor Amadeus III of Sardinia), and his wife Maria Antonia Ferdinanda of Spain.
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A luxurious ball followed the wedding on 20 May.[15] Louis Stanislas found his wife repulsive; she was considered ugly, tedious, and ignorant of the customs of the court of Versailles. The marriage remained unconsummated for years. Biographers disagree about the reason. The most common theories propose Louis Stanislas' alleged impotence (according to biographer Antonia Fraser) or his unwillingness to sleep with his wife due to her poor personal hygiene. She never brushed her teeth, plucked her eyebrows, or used any perfumes.[16] At the time of his marriage, Louis Stanislas was obese and waddled instead of walked. He never exercised and continued to eat enormous amounts of food.[17]
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Despite the fact that Louis Stanislas was not infatuated with his wife, he boasted that the two enjoyed vigorous conjugal relations – but such declarations were held in low esteem by courtiers at Versailles. He also proclaimed his wife to be pregnant merely to spite Louis Auguste and his wife Marie Antoinette, who had not yet consummated their marriage.[18] The Dauphin and Louis Stanislas did not enjoy a harmonious relationship and often quarrelled,[19] as did their wives.[20] Louis Stanislas did impregnate his wife in 1774, having conquered his aversion. However, the pregnancy ended in a miscarriage.[21] A second pregnancy in 1781 also miscarried, and the marriage remained childless.[8][22]
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On 27 April 1774, Louis XV fell ill after contracting smallpox and died a few days later on 10 May, aged 64.[23] Louis Stanislas' elder brother, the Dauphin Louis Auguste, succeeded their grandfather as King Louis XVI.[24] As eldest brother of the King, Louis Stanislas received the title Monsieur. Louis Stanislas longed for political influence. He attempted to gain admittance to the King's council in 1774, but failed. Louis Stanislas was left in a political limbo that he called "a gap of 12 years in my political life".[25] Louis XVI granted Louis Stanislas revenues from the Duchy of Alençon in December 1774. The duchy was given to enhance Louis Stanislas' prestige. However, the appanage generated only 300,000 livres a year, an amount much lower than it had been at its peak in the fourteenth century.[14]
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Louis Stanislas travelled about France more than other members of the Royal Family, who rarely left the Île-de-France. In 1774, he accompanied his sister Clotilde to Chambéry on the journey to meet her bridegroom Charles Emmanuel, Prince of Piedmont, heir to the throne of Sardinia. In 1775, he visited Lyon and also his spinster aunts Adélaïde and Victoire while they were taking the waters at Vichy.[13] The four provincial tours that Louis Stanislas took before the year 1791 amounted to a total of three months.[26]
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On 5 May 1778, Dr. Lassonne, Marie Antoinette's private physician, confirmed her pregnancy.[27] On 19 December 1778, the Queen gave birth to a daughter, who was named Marie-Thérèse Charlotte de France and given the honorific title Madame Royale. That the baby was a girl came as a relief to the Count of Provence, who kept his position as heir to Louis XVI, since Salic Law excluded women from acceding to the throne of France.[28][29] However, Louis Stanislas did not remain heir to the throne much longer. On 22 October 1781, Marie Antoinette gave birth to the Dauphin Louis Joseph. Louis Stanislas and his brother, the Count of Artois, served as godfathers by proxy for Joseph II, Holy Roman Emperor, the Queen's brother.[30] When Marie Antoinette gave birth to her second son, Louis Charles, in March 1785, Louis Stanislas slid further down the line of succession.[31]
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In 1780, Anne Nompar de Caumont, Countess of Balbi, entered the service of Marie Joséphine. Louis Stanislas soon fell in love with his wife's new lady-in-waiting and installed her as his mistress,[32] which resulted in the couple's already limited affection for each other cooling entirely.[33] Louis Stanislas commissioned a pavilion for his mistress on a parcel of land at Versailles which became known as the Parc Balbi.[34]
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Louis Stanislas lived a quiet and sedentary lifestyle at this point, not having a great deal to do since his self-proclaimed political exclusion in 1774. He kept himself occupied with his vast library of over 11,000 books at Balbi's pavilion, reading for several hours each morning.[35] In the early 1780s, he also incurred huge debts totalling 10 million livres, which his brother Louis XVI paid.[36]
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An Assembly of Notables (the members consisted of magistrates, mayors, nobles and clergy) was convened in February 1787 to ratify the financial reforms sought by the Controller-General of Finance Charles Alexandre de Calonne. This provided the Count of Provence, who abhorred the radical reforms proposed by Calonne, his long-awaiting opportunity to establish himself in politics.[37] The reforms proposed a new property tax,[38] and new elected provincial assemblies which would have a say in local taxation.[39] Calonne's proposition was rejected outright by the notables, and, as a result, Louis XVI dismissed him. The Archbishop of Toulouse, Étienne Charles de Loménie de Brienne, acquired Calonne's ministry. Brienne attempted to salvage Calonne's reforms, but ultimately failed to convince the notables to approve them. A frustrated Louis XVI dissolved the assembly.[40]
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Brienne's reforms were then submitted to the Parlement of Paris in the hopes that they would be approved. (A parlement was responsible for ratifying the King's edicts; each province had its own parlement, but the Parlement of Paris was the most significant of all.) The Parlement of Paris refused to accept Brienne's proposals and declared that any new taxation would have to be approved by an Estates-General (the nominal parliament of France). Louis XVI and Brienne took a hostile stance against this rejection, and Louis XVI had to implement a "bed of justice" (Lit de justice), which automatically registered an edict in the Parlement of Paris, to ratify the desired reforms. On 8 May, two of the leading members of the Parlement of Paris were arrested. There was rioting in Brittany, Provence, Burgundy and Béarn in reaction to their arrest. This unrest was engineered by local magistrates and nobles, who enticed the people to revolt against the Lit de Justice, which was quite unfavourable to the nobles and magistrates. The clergy also joined the provincial cause, and condemned Brienne's tax reforms. Brienne conceded defeat in July and agreed to a convocation of the Estates-General to meet in 1789. He resigned from his post in August and was replaced by the Swiss magnate Jacques Necker.[41]
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In November 1788, a second Assembly of Notables was convened by Jacques Necker, to consider the makeup of the next Estates-General.[42] The Parlement de Paris recommended that the Estates should be the same as they were at the last assembly, in 1614 (this would mean that the clergy and nobility would have more representation than the Third Estate).[43] The notables rejected the "dual representation" proposal. Louis Stanislas was the only notable to vote to increase the size of the Third Estate.[44] Necker disregarded the notables' judgment, and convinced Louis XVI to grant the extra representation the king duly obliging on 27 December.[45]
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The Estates-General were convened in May 1789 to ratify financial reforms.[46] The Count of Provence favoured a stalwart position against the Third Estate and its demands for tax reform. On 17 June, the Third Estate declared itself a National Assembly, an Assembly not of the Estates, but of the people.
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The Count of Provence urged the King to act strongly against the declaration, while the King's popular minister Jacques Necker aimed at reaching a compromise with the new assembly. Louis XVI was characteristically indecisive. On 9 July, the assembly declared itself a National Constituent Assembly that would give France a Constitution. On 11 July, Louis XVI dismissed Necker, which led to widespread rioting across Paris. On 12 July, the sabre charge of the cavalry regiment of Charles-Eugène de Lorraine, prince de Lambesc, against a crowd gathered at the Tuileries gardens, sparked the Storming of the Bastille two days later.[47][48]
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On 16 July, the King's brother, the Count of Artois, left France with his wife and children, along with many other courtiers.[49] Artois and his family took up residence in Turin, the capital city of his father-in-law's Kingdom of Sardinia, with the family of the Princes of Condé.[50]
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The Count of Provence decided to remain at Versailles.[51] When the Royal Family plotted to abscond from Versailles to Metz, Provence advised the King not to leave, a suggestion he accepted.[52]
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The Royal Family was forced to leave the palace at Versailles on the day after the Women's March on Versailles, 5 October 1789.[53] They were taken to Paris. There, the Count of Provence and his wife lodged in the Luxembourg Palace, while the rest of the Royal Family stayed in the Tuileries Palace.[54] In March 1791, the National Assembly created a law outlining the regency of Louis Charles in case his father died while he was still too young to reign. This law awarded the regency to Louis Charles' nearest male relative in France (at that time the Count of Provence), and after him, the Duke of Orleans, thus bypassing the Count of Artois. If Orleans were unavailable, the regency would be submitted to election.[55]
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The Count of Provence and his wife fled to the Austrian Netherlands in conjunction with the royal family's failed Flight to Varennes in June 1791.[56]
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When the Count of Provence arrived in the Low Countries, he proclaimed himself de facto regent of France. He exploited a document that he and Louis XVI had written[57] before the latter's failed escape to Varennes. The document gave him the regency in the event of his brother's death or inability to perform his role as king. He would join the other princes-in-exile at Coblenz soon after his escape. It was there that he, the Count of Artois, and the Condé princes proclaimed that their objective was to invade France. Louis XVI was greatly annoyed by his brothers' behaviour. Provence sent emissaries to various European courts asking for financial aid, soldiers, and munition. Artois secured a castle for the court in exile in the Electorate of Trier (or "Treves"), where their maternal uncle, Clemens Wenceslaus of Saxony, was the Archbishop-Elector. The activities of the émigrés bore fruit when the rulers of Prussia and the Holy Roman Empire gathered at Dresden. They released the Declaration of Pillnitz in August 1791, which urged Europe to intervene in France if Louis XVI or his family were threatened. Provence's endorsement of the declaration was not well received in France, either by the ordinary citizens or by Louis XVI himself.[58]
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In January 1792, the Legislative Assembly declared that all of the émigrés were traitors to France. Their property and titles were confiscated.[59] The monarchy of France was abolished by the National Convention on 21 September 1792.[60]
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Louis XVI was executed in January 1793. This left his young son, Louis Charles, as the titular King. The princes-in-exile proclaimed Louis Charles "Louis XVII of France". The Count of Provence now unilaterally declared himself regent for his nephew, who was too young to be head of the House of Bourbon.[61]
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The young King, still a minor, died in June 1795. His only surviving sibling was his sister Marie-Thérèse, who was not considered a candidate for the throne because of France's traditional adherence to Salic law. Thus on 16 June, the princes-in-exile declared the Count of Provence "King Louis XVIII". The new king accepted their declaration soon after.[62] Louis XVIII busied himself drafting a manifesto in response to Louis XVII's death. The manifesto, known as the "Declaration of Verona", was Louis XVIII's attempt to introduce the French people to his politics. The Declaration of Verona beckoned France back into the arms of the monarchy, "which for fourteen centuries was the glory of France".[20]
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Louis XVIII negotiated the release of Marie-Thérèse from her Paris prison in 1795. He desperately wanted her to marry her first cousin, Louis Antoine, Duke of Angoulême, the son of the Count of Artois. Louis XVIII deceived his niece by telling her that her parents' last wishes were for her to marry Louis-Antoine, and she duly agreed to Louis XVIII's wishes.[63]
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Louis XVIII was forced to abandon Verona when Napoleon Bonaparte invaded the Republic of Venice in 1796.[64]
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Louis XVIII had been vying for the custody of his niece Marie-Thérèse since her release from the Temple Tower in December 1795. He succeeded when Francis II, Holy Roman Emperor, agreed to relinquish his custody of her in 1796. She had been staying in Vienna with her Habsburg relatives since January 1796.[64] Louis XVIII moved to Blankenburg in the Duchy of Brunswick after his departure from Verona. He lived in a modest two-bedroom apartment over a shop.[65] Louis XVIII was forced to leave Blankenburg when King Frederick William II of Prussia died. In light of this, Marie-Thérèse decided to wait a while longer before reuniting with her uncle.[66]
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In 1798, Tsar Paul I of Russia offered Louis the use of Jelgava Palace in Courland (now Latvia). The Tsar also guaranteed Louis' safety and bestowed on him a generous pension,[65] though later discontinued payment.[67] Marie-Thérèse finally joined Louis XVIII at Jelgava in 1799.[68] In the winter of 1798–1799, Louis XVIII wrote a biography of Marie Antoinette titled Réflexions historiques sur Marie Antoinette. Moreover, being surrounded at Jelgava with many old courtiers, he attempted to recreate the court life of Versailles, re-establishing various of the former court ceremonies, including the lever and coucher (ceremonies that accompanied waking and bedding, respectively).[69]
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On 9 June 1799, Marie-Thérèse married her cousin Louis-Antoine at the Jelgava Palace. Desperate to display to the world a united family, Louis XVIII ordered his wife Queen Marie Joséphine, who at the time was living apart from her husband in Schleswig-Holstein, to attend the wedding. Furthermore she was to come without her long-time friend (and rumoured lover) Marguerite de Gourbillon. The Queen refused to leave her friend behind, creating an unpleasant situation that rivalled the wedding in notoriety.[70] Louis XVIII knew that his nephew Louis-Antoine was not compatible with Marie-Thérèse. Despite this, he still pressed for the marriage, which proved to be quite unhappy and produced no children.[71]
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In 1800, Louis XVIII attempted to strike up a correspondence with Napoleon Bonaparte (now First Consul of France), urging him to restore the Bourbons to their throne, but the future emperor was impervious to this idea and continued to consolidate his own position as ruler of France.[72]
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Louis XVIII encouraged his niece to write her memoirs, as he wished them to be used as Bourbon propaganda. In 1796 and 1803, Louis also used the diaries of Louis XVI's final attendants in the same way.[69] In January 1801, Tsar Paul told Louis XVIII that he could no longer live in Russia. The court at Jelgava was so low on funds that it had to auction some of its possessions to afford the journey out of Russia. Marie-Thérèse even sold a diamond necklace that the Emperor Paul had given her as a wedding gift.[67]
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Marie-Thérèse persuaded Queen Louise of Prussia to give her family refuge on Prussian territory. Though Louise consented, the Bourbons were forced to assume pseudonyms. With Louis XVIII using the title Comte d'Isle, named after his estate in Languedoc and at times spelt as Comte de Lille.[73] After an arduous journey from Jelgava,[74] he and his family took up residence in the years 1801-1804 at the Łazienki Palace in Warsaw, a city which was then part of the province of South Prussia. According to Wirydianna Fiszerowa, a contemporary living there at the time, the Prussian local authorities, wishing to honour the arrivals, had music played, but trying to give this a national and patriotic character, unwittingly chose La Marseillaise, the hymn of the First French Republic with unflattering allusions to both Louis XVI and Louis XVIII. They later apologised for their mistake.[73]
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It was very soon after their arrival that Louis and Marie-Thérèse learned of the death of Tsar Paul I. Louis hoped that Paul's successor, Alexander I, would repudiate his father's banishment of the Bourbons, which he later did. Louis then intended to set off to the Kingdom of Naples. The Count of Artois asked Louis to send his son, Louis-Antoine, and daughter-in-law, Marie-Thérèse, to him in Edinburgh, but the King did not do so at that time. Artois had an allowance from King George III of Great Britain and he sent some money to Louis, whose court-in-exile was not only being spied on by Napoleonic agents[75] but was also being forced to make significant economies, financed as it was mainly from interest owed by the Emperor Francis II on valuables his aunt, Marie Antoinette, had removed from France.[76]
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In 1803, Napoleon tried to force Louis XVIII to renounce his right to the throne of France, but Louis refused.[77] In May the following year, 1804, Napoleon declared himself Emperor of the French. In July, Louis XVIII and his nephew departed for Sweden for a Bourbon family conference, where Louis XVIII, the Count of Artois, and the Duke of Angoulême issued a statement condemning Napoleon's move.[78] When the King of Prussia decreed that Louis XVIII would have to leave Prussian territory, and hence Warsaw, Tsar Alexander I invited Louis XVIII to resume residence in Jelgava, which he did. However, having to live under less generous conditions than those enjoyed under Paul I, Louis XVIII decided to embark for England as soon as possible.[79]
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As time went on, Louis XVIII realised that France would never accept an attempt to return to the Ancien Régime. Accordingly, in 1805 he reformulated his public policies with a view to reclaiming his throne, issuing a declaration that was far more liberal than his earlier pronouncements. This repudiated his Declaration of Verona, promised to abolish conscription, retain the Napoleonic administrative and judicial system, reduce taxes, eliminate political prisons, and guarantee amnesty to everyone who did not oppose a Bourbon Restoration. The opinions expressed in the declaration were largely those of the Antoine de Bésiade, Count of Avaray, Louis's closest advisor in exile.[80]
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Louis XVIII was forced once again to leave Jelgava when Tsar Alexander informed him that his safety could not be guaranteed in continental Europe. In July 1807, Louis boarded a Swedish frigate bound for Stockholm, bringing with him only the Duke of Angoulême. This stay in Sweden was short-lived since in November 1807 he disembarked at Great Yarmouth, on the Eastern coast of England. He then took up residence in Gosfield Hall, leased to him by the Marquess of Buckingham.[81]
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In 1808, Louis brought his wife and queen, Marie Joséphine, to join him in England. His stay at Gosfield Hall did not last long; he soon moved to Hartwell House in Buckinghamshire, where over one hundred courtiers were housed.[82] The King paid £500 in rent each year to the owner of the estate, Sir George Lee. The Prince of Wales (the future George IV of Great Britain) was very charitable to the exiled Bourbons. As Prince Regent, he granted them permanent right of asylum and extremely generous allowances.[83]
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The Count of Artois did not join the court-in-exile in Hartwell, preferring to continue his frivolous life in London. Louis's friend the Count of Avaray left Hartwell for Madeira in 1809, and died there in 1811. Louis replaced Avaray with the Comte de Blacas as his principal political advisor. Queen Marie Joséphine died on 13 November 1810.[84] That same winter, Louis suffered a particularly severe attack of gout, which was a recurring problem for him at Hartwell, and he had to take to a wheelchair.[85]
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In 1812, Napoleon I embarked on an invasion of Russia, initiating a war which would prove to be the turning point in his fortunes. The expedition failed miserably, and Napoleon was forced to retreat with an army in tatters.
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In 1813, Louis XVIII issued another declaration from Hartwell. The Declaration of Hartwell was even more liberal than his Declaration of 1805, asserting that those who had served Napoleon or the Republic would not suffer repercussions for their acts, and that the original owners of the Biens nationaux (lands confiscated from the nobility and clergy during the Revolution) would be compensated for their losses.[86]
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Allied troops entered Paris on 31 March 1814.[87] Louis, unable to walk, had sent the Count of Artois to France in January 1814 and issued letters patent appointing Artois Lieutenant-General of the Kingdom in the event of his being restored as king. On 11 April, five days after the French Senate had invited Louis to resume the throne of France, Napoleon I abdicated.[88][89]
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The Count of Artois ruled as Lieutenant-General of the Kingdom until his brother's arrival in Paris on 3 May. Upon his return, the King displayed himself to his subjects by staging a procession through the city.[90] He took up residence in the Tuileries Palace the same day. His niece, the Duchess of Angoulême, fainted at the sight of the Tuileries, where she had been imprisoned during the time of the French Revolution.[91]
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Napoleon's senate called Louis XVIII to the throne on the condition that he would accept a constitution that entailed recognition of the Republic and the Empire, a bicameral parliament elected every year, and the tri-colour flag of the aforementioned regimes.[92] Louis XVIII opposed the senate's constitution and stated that he was "disbanding the current senate in all the crimes of Bonaparte, and appealing to the French people". The senatorial constitution was burned in a theatre in royalist Bordeaux, and the Municipal Council of Lyon voted for a speech that defamed the senate.[93]
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The Great Powers occupying Paris demanded that Louis XVIII implement a constitution.[94] Louis responded with the Charter of 1814, which included many progressive provisions: freedom of religion, a legislature composed of a lower house styled the Chamber of Deputies[95] and an upper huse, styled the Chamber of Peers. The press would enjoy a degree of freedom, and there would be a provision that the former owners of the Biens nationaux, confiscated during the Revolution, would be compensated.[96] The constitution had 76 articles. Taxation was to be voted on by the chambers. Catholicism was to be the official religion of France. To be eligible for membership in the Chamber of Deputies, one had to pay over 1,000 francs per year in tax, and be over the age of forty. The King would appoint peers to the Chamber of Peers on a hereditary basis, or for life at his discretion. Deputies would be elected every five years, with one fifth of them up for election each year.[97] There were 90,000 citizens eligible to vote.[98]
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Louis XVIII signed the Treaty of Paris on 30 May 1814. The treaty gave France her 1792 borders, which extended east of the Rhine. She had to pay no war indemnity, and the occupying armies of the Sixth Coalition withdrew immediately from French soil. These generous terms would be reversed in the next Treaty of Paris after the Hundred Days (Napoleon's return to France in 1815).[99]
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It did not take Louis XVIII long to go back on one of his many promises. He and his Comptroller-General of Finance Baron Louis were determined not to let the exchequer fall into deficit (there was a 75 million franc debt inherited from Napoleon I), and took fiscal measures to ensure this. Louis XVIII assured the French that the unpopular taxes on tobacco, wine and salt would be abolished when he was restored, but he failed to do so, which led to rioting in Bordeaux. Expenditure on the army was slashed in the 1815 budget – in 1814, the military had accounted for 55% of government spending.[100]
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Louis XVIII admitted the Count of Artois and his nephews the Dukes of Angoulême and Berry to the Royal Council in May 1814, upon its establishment. The council was informally headed by Prince Talleyrand.[101] Louis XVIII took a large interest in the goings-on of the Congress of Vienna (set up to redraw the map of Europe after Napoleon's demise). Talleyrand represented France at the proceedings. Louis was horrified by Prussia's intention to annex the Kingdom of Saxony, to which he was attached because his mother was born a Saxon princess, and he was also concerned that Prussia would dominate Germany. He also wished the Duchy of Parma to be restored to the Parma branch of the Bourbons, and not to the former Empress Marie-Louise of France, as was being suggested by the Allies.[102] Louis also protested at the Allies' inaction in Naples, where he wanted the Napoleonic usurper Joachim Murat removed in favour of the Neapolitan Bourbons.
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On behalf of the Allies, Austria agreed to send a force to the Kingdom of Naples to depose Murat in February 1815, when it was learned that Murat corresponded with Napoleon, which was explicitly forbidden by a recent treaty. In fact, Murat never did actually write to Napoleon, but Louis, intent on restoring the Neapolitan Bourbons at any cost, had taken care to have such a correspondence forged, and subsidised the Austrian expedition with 25 million francs.[103]
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Louis XVIII succeeded in getting the Neapolitan Bourbons restored immediately. Parma, however, was bestowed upon Empress Marie-Louise for life, and the Parma Bourbons were given the Duchy of Lucca until the death of Marie-Louise.
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On 26 February 1815, Napoleon Bonaparte escaped his island prison of Elba and embarked for France. He arrived with about 1,000 troops near Cannes on 1 March. Louis XVIII was not particularly worried by Bonaparte's excursion, as such small numbers of troops could be easily overcome. There was, however, a major underlying problem for the Bourbons: Louis XVIII had failed to purge the military of its Bonapartist troops. This led to mass desertions from the Bourbon armies to Bonaparte's. Furthermore, Louis XVIII could not join the campaign against Napoleon in the south of France because he was suffering from another case of gout.[104] Minister of War Marshal Soult dispatched Louis Philippe, Duke of Orleans (later King Louis Philippe I), the Count of Artois, and Marshal MacDonald to apprehend Napoleon.[105]
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Louis XVIII's underestimation of Bonaparte proved disastrous. On 19 March, the army stationed outside Paris defected to Bonaparte, leaving the city vulnerable to attack.[106] That same day, Louis XVIII quit the capital with a small escort at midnight, first travelling to Lille, and then crossing the border into the United Kingdom of the Netherlands, halting in Ghent.[107] Other leaders, most prominently Tsar Alexander I, debated whether in the case of a second victory over the French Empire, the Duke of Orleans should be proclaimed king instead of Louis XVIII.[108]
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However, Napoleon did not rule France again for very long, suffering a decisive defeat at the hands of the armies of the Duke of Wellington and Field Marshal Blücher at the Battle of Waterloo on 18 June. The Allies came to the consensus that Louis XVIII should be restored to the throne of France.[109]
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Louis XVIII returned to France promptly after Napoleon's defeat to ensure his second restoration "in the baggage train of the enemy", i.e. with Wellington's troops.[110] The Duke of Wellington used King Louis' person to open up the route to Paris, as some fortresses refused to surrender to the Allies, but agreed to do so for their king. King Louis arrived at Cambrai on 26 June, where he released a proclamation stating that those who served the Emperor in the Hundred Days would not be persecuted, except for the "instigators". It was also acknowledged that Louis XVIII's government might have made mistakes during the First Restoration.[111] King Louis was worried that the counter-revolutionary element sought revenge. He promised to grant a constitution that would guarantee the public debt, freedom of the press and of religion, and equality before the law. It would guarantee the full property rights of those who had purchased national lands during the revolution. He kept his promises.[112]
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On 29 June, a deputation of five from among the members of the Chamber of Deputies and the Chamber of Peers approached Wellington about putting a foreign prince on the throne of France. Wellington rejected their pleas outright, declaring that "[Louis XVIII is] the best way to preserve the integrity of France"[113] and ordered the delegation to espouse King Louis' cause.[114] The King entered Paris on 8 July to a boisterous reception: the Tuileries Palace gardens were thronged with bystanders, and, according to the Duke of Wellington, the acclamation of the crowds there were so loud during that evening that he could not converse with the King.[115]
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Although the Ultra faction of returning exiles wanted revenge and were eager to punish the usurpers and restore the old regime, the new king rejected that advice. He instead called for continuity and reconciliation, and a search for peace and prosperity. The exiles were not given back their lands and property, although they eventually received repayment in the form of bonds. The Catholic Church was favoured. The electorate was limited to the richest men in France, most of whom had supported Napoleon. In foreign policy he removed Talleyrand, and continued most of Napoleon's policies in peaceful fashion. He kept to the policy of minimizing Austria's role but reversed Napoleon's friendly overtures to Spain and the Ottomans, [116][117][118]
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The King's role in politics was voluntarily diminished; he assigned most of his duties to his council. During the summer of 1815, he and his ministry embarked on a series of reforms. The Royal Council, an informal group of ministers that advised Louis XVIII, was dissolved and replaced by a tighter knit privy council, the "Ministère de Roi". Artois, Berry and Angoulême were purged from the new "ministère", and Talleyrand was appointed as the first Président du Conseil, i.e. Prime Minister of France.[119] On 14 July, the ministry dissolved the units of the army deemed "rebellious". Hereditary peerage was re-established by the ministry at Louis' behest.[120]
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In August, elections for the Chamber of Deputies returned unfavourable results for Talleyrand. The ministry hoped for moderate deputies, but the electorate voted almost exclusively for ultra-royalists, resulting in the so-called Chambre introuvable. The Duchess of Angoulême and the Count of Artois pressured King Louis for the dismissal of his obsolete ministry. Talleyrand tendered his resignation on 20 September. Louis XVIII chose the Duke of Richelieu to be his new Prime Minister. Richelieu was chosen because he was acceptable to Louis' family and to the reactionary Chamber of Deputies.[121]
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Anti-Napoleonic sentiment was high in Southern France, and this was prominently displayed in the White Terror, which saw the purge of all important Napoleonic officials from government, along with the execution or assassination of others. Popular vengeance led to barbarous acts against some of these officials. Guillaume Marie Anne Brune (a Napoleonic marshal) was savagely assassinated, and his remains thrown into the Rhône River.[122] Louis XVIII publicly deplored such illegal acts, but vehemently supported the prosecution of those marshals of the army who had helped Napoleon in the Hundred Days.[123][124] Louis XVIII's government executed Napoleon's Marshal Ney in December 1815 for treason. The King's confidants Charles François, Marquis de Bonnay, and the Duke de La Chatre advised him to inflict firm punishments on the “traitors”.
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The King was reluctant to shed blood, and this greatly irritated the ultra-reactionary Chamber of Deputies, who felt that Louis XVIII was not executing enough.[125] The government issued a proclamation of amnesty to the “traitors” in January 1816, but such trials as had already begun took their course. That same declaration also banned any member of the House of Bonaparte from owning property in, or entering, France.[126] It is estimated that between 50,000 – 80,000 officials were purged from the government during what was known as the Second White Terror.[127]
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In November 1815, Louis XVIII's government had to sign another Treaty of Paris that formally ended Napoleon's Hundred Days. The previous treaty had been quite favourable to France, but this one took a hard line. France's borders were now less extensive, being drawn back to their 1790 extent. France had to pay for an army to occupy her, for at least five years, at a cost of 150 million francs per year. France also had to pay a war indemnity of 700 million francs to the Allies.[128]
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In 1818, the Chambers passed a military law that increased the size of the army by over 100,000. In October of the same year, Louis XVIII's foreign minister, the Duke of Richelieu, succeeded in convincing the Allied Powers to withdraw their armies early in exchange for a sum of over 200 million francs.[129]
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Louis XVIII chose many centrist cabinets, as he wanted to appease the populace, much to the dismay of his brother, the ultra-royalist Count of Artois.[130] Louis always dreaded the day he would die, believing that his brother, and heir, Artois, would abandon the centrist government for an ultra-royalist autocracy, which would not bring favourable results.[131]
|
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King Louis disliked the premier prince du sang, Louis-Philippe d'Orléans, and took every opportunity to snub him,[132] denying him the title of "Royal Highness", partly out of resentment for the Duke's father's role in voting for Louis XVI's execution. Louis XVIII's nephew, the Duke of Berry, was assassinated at the Paris Opera on 14 February 1820. The Royal Family was grief-stricken[133] and Louis XVIII broke an ancient tradition by attending his nephew's funeral, whereas previous kings of France could not have any association with death.[134] The death of the Duke of Berry meant that the House of Orleans was more likely to succeed to the throne.
|
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Berry was the only member of the family thought to be able to beget children. His wife gave birth to a posthumous son in September, Henry, Duke of Bordeaux,[133] nicknamed Dieudonné (God-given) by the Bourbons because he was thought to have secured the future of the dynasty. However the Bourbon succession was still in doubt. The Chamber of Deputies proposed amending Salic law to allow the Duchess of Angoulême to accede to the throne.[135] On 12 June 1820, the Chambers ratified legislation that increased the number of deputies from 258 to 430. The extra deputies were to be elected by the wealthiest quarter of the population in each département. These individuals now effectively had two votes.[136] Around the same time as the “law of the two votes”, Louis XVIII began to receive visits every Wednesday from a lady named Zoé Talon, and ordered that nobody should disturb him while he was with her. It was rumoured that he inhaled snuff from her breasts,[137] which earned her the nickname of tabatière (snuffbox).[138] In 1823, France embarked on a military intervention in Spain, where a revolt had occurred against the King Ferdinand VII. France succeeded in crushing the rebellion,[139] in a campaign headed by the Duke of Angoulême.[140]
|
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Louis XVIII's health began to fail in the spring of 1824. He was suffering from obesity, gout and gangrene, both dry and wet, in his legs and spine. Louis died on 16 September 1824 surrounded by the extended Royal Family and some government officials. He was succeeded by his youngest brother, the Count of Artois, as Charles X.[141]
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Louis XVIII was the last French monarch, and the only one after 1774, to die while still ruling. He was interred at the Basilica of St Denis, the necropolis of French kings.
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The French line of succession upon the death of Louis XVIII in 1824.
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en/3515.html.txt
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+
Louis IX (25 April 1214 – 25 August 1270), commonly known as Saint Louis or Louis the Saint, is the only King of France to be canonized in the Catholic Church. Louis was crowned in Reims at the age of 12, following the death of his father Louis VIII; his mother, Blanche of Castile, ruled the kingdom as regent until he reached maturity. During Louis's childhood, Blanche dealt with the opposition of rebellious vassals and obtained a definitive victory in the Albigensian Crusade, which had started 20 years earlier.
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As an adult, Louis IX faced recurring conflicts with some of his realm's most powerful nobles, such as Hugh X of Lusignan and Peter of Dreux. Simultaneously, Henry III of England invaded to restore his continental possessions, but Louis routed him at the Battle of Taillebourg. Louis annexed several provinces, notably parts of Aquitaine, Maine and Provence.
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Louis IX is one of the most notable European monarchs of the Middle Ages. His reign is remembered as a medieval golden age in which the Kingdom of France reached an economic as well as political peak. His fellow European rulers esteemed him highly, not only for his military pre-eminence and the wealth of his kingdom, but for his reputation of fairness and moral integrity: he was often asked to arbitrate their disputes.[1]
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He was a reformer and developed French royal justice, in which the king was the supreme judge to whom anyone could appeal to seek the amendment of a judgment. He banned trials by ordeal, tried to prevent the private wars that were plaguing the country, and introduced the presumption of innocence in criminal procedure. To enforce the application of this new legal system, Louis IX created provosts and bailiffs.
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After his unexpected recovery from a serious illness, and to honor a vow he made while ill, Louis IX led the Seventh and Eighth crusades against the Ayyubids, Bahriyya Mamluks and Hafsid Kingdom. He was captured in the first and ransomed. He died from dysentery during the latter, and was succeeded by his son Philip III.
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Louis' actions were inspired by Christian zeal and Catholic devotion. He was a just king: although he exacted what was due him, he had no wish to wrong anyone, from the lowest peasant to the richest vassal.[2] Renowned for his moderate lifestyle, reason, bravery and chivalrous politeness, he was a splendid knight whose kindness and engaging manner made him popular. He was therefore regarded as the ideal Christian ruler even if he was also occasionally rebuked by contemporaries as a "monk king".[3] He decided to severely punish blasphemy (for which he set the punishment to mutilation of the tongue and lips).[4] He is the only canonized king of France, and there are consequently many places named after him.
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Much of what is known of Louis's life comes from Jean de Joinville's famous Life of Saint Louis. Joinville was a close friend, confidant, and counselor to the king. He participated as a witness in the papal inquest into Louis's life that resulted in his canonisation in 1297 by Pope Boniface VIII.
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Two other important biographies were written by the king's confessor, Geoffrey of Beaulieu, and his chaplain, William of Chartres. While several individuals wrote biographies in the decades following the king's death, only Jean of Joinville, Geoffrey of Beaulieu, and William of Chartres wrote from personal knowledge of the king, and all three are biased favorably to the king. The fourth important source of information is William of Saint-Parthus's 19th-century biography,[5] which he wrote using material from the papal inquest mentioned above.
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Louis was born on 25 April 1214 at Poissy, near Paris, the son of Louis the Lion and Blanche of Castile, and was baptised there in La Collégiale Notre-Dame church. His grandfather on his father's side was Philip II, king of France; while his grandfather on his mother's side was Alfonso VIII, king of Castile. Tutors of Blanche's choosing taught him most of what a king must know—Latin, public speaking, writing, military arts, and government.[6] He was nine years old when his grandfather Philip II died and his father ascended as Louis VIII.[7]
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Louis was 12 years old when his father died on 8 November 1226. He was crowned king within the month at Reims Cathedral. Because of Louis's youth, his mother ruled France as regent during his minority.[8] Louis's mother trained him to be a great leader and a good Christian. She used to say:[9]
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I love you, my dear son, as much as a mother can love her child; but I would rather see you dead at my feet than that you should ever commit a mortal sin.
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His younger brother Charles I of Sicily (1227–85) was created count of Anjou, thus founding the Capetian Angevin dynasty.
|
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No date is given for the beginning of Louis's personal rule. His contemporaries viewed his reign as co-rule between the king and his mother, though historians generally view the year 1234 as the year in which Louis began ruling personally, with his mother assuming a more advisory role.[1] She continued to have a strong influence on the king until her death in 1252.[8][10]
|
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On 27 May 1234, Louis married Margaret of Provence (1221 – 21 December 1295); she was crowned in the cathedral of Sens the next day.[11] Louis's marriage had political connections, as his wife was sister to Eleanor, who later married Henry III of England. The new queen's religious zeal made her a well-suited partner for the king. He enjoyed her company, and was pleased to show her the many public works he was making in Paris, both for its defence and for its health. They enjoyed riding together, reading, and listening to music. His attention to Margaret aroused a certain amount of jealousy in his mother, who tried to keep the couple apart as much as she could.[12]
|
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In the 1230s, Nicholas Donin, a Jewish convert to Christianity, translated the Talmud and pressed 35 charges against it to Pope Gregory IX by quoting a series of passages about Jesus, Mary or Christianity that he considered blasphemous. There is a Talmudic passage, for example, where someone called Yeshu is sent to Hell to be boiled in excrement for eternity. Donin also selected an injunction of the Talmud that allegedly permits Jews to kill non-Jews.[citation needed]
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This led to the Disputation of Paris, which took place in 1240 at the court of Louis IX. Rabbi Yechiel of Paris was called on to defend the Talmud against Donin's accusations. Louis IX's Catholic representatives condemned the Talmud and burned thousands of copies.[13]
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When Louis was 15, his mother brought an end to the Albigensian Crusade in 1229. She signed an agreement with Count Raymond VII, Count of Toulouse, which cleared the latter's father of wrongdoing.[14] Raymond VI, Count of Toulouse had been suspected of murdering a preacher on a mission to convert the Cathars.[15]
|
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Louis went on two crusades: in his mid-30s in 1248 (Seventh Crusade), and then again in his mid-50s in 1270 (Eighth Crusade).
|
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In 1248 Louis decided that his obligations as a son of the Church outweighed those of his throne, and he left his kingdom to participate in a Crusade, what for him was a disastrous six-year adventure. Since the base of Muslim power had shifted to Egypt, Louis did not march on the Holy Land. Any war against Islam was considered to fit the definition of a Crusade.[16]
|
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Louis and his followers landed in Egypt on 5 June 1249 and began his campaign with the rapid capture of the port of Damietta.[16][17] This attack caused some disruption in the Muslim Ayyubid empire, especially as the current sultan, Al-Malik as-Salih Najm al-Din Ayyub, was on his deathbed. However, the march of Europeans from Damietta toward Cairo through the Nile River Delta went slowly. The seasonal rising of the Nile and the summer heat made it impossible for them to advance and follow up on their success.[18] During this time, the Ayyubid sultan died, and the sultan's wife Shajar al-Durr set in motion a sudden power shift that would make her Queen and eventually place the Egyptian army of the Mamluks in power.
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On 8 February 1250 Louis lost his army at the Battle of Al Mansurah[19] and was captured by the Egyptians. His release was eventually negotiated in return for a ransom of 400,000 livres tournois (at the time France's annual revenue was only about 1,250,000 livres tournois) and the surrender of the city of Damietta.[20]
|
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Following his release from Egyptian captivity, Louis spent four years in the Latin kingdoms of Acre, Caesarea, and Jaffa. He used his wealth to assist the Crusaders in rebuilding their defences[21] and conducted diplomacy with the Islamic powers of Syria and Egypt. In the spring of 1254 he and his surviving army returned to France.[16]
|
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Louis exchanged multiple letters and emissaries with Mongol rulers of the period. During his first crusade in 1248, Louis was approached by envoys from Eljigidei, the Mongol military commander stationed in Armenia and Persia.[22] Eljigidei suggested that King Louis should land in Egypt, while Eljigidei attacked Baghdad, to prevent the Saracens of Egypt and those of Syria from joining forces. Louis sent André de Longjumeau, a Dominican priest, as an emissary to the Great Khan Güyük Khan (r. 1246–48) in Mongolia. Güyük died before the emissary arrived at his court, however, and no action was taken by the two parties. Instead Güyükq's queen and now regent, Oghul Qaimish, politely turned down the diplomatic offer.[23]
|
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Louis dispatched another envoy to the Mongol court, the Franciscan William of Rubruck, who visited the Great Khan Möngke (1251–1259) in Mongolia. He spent several years at the Mongol court. In 1259, Berke, the ruler of the Golden Horde, westernmost part of the Mongolian Empire, demanded the submission of Louis.[24] By contrast, Mongolian emperors Möngke and Khubilai's brother, the Ilkhan Hulegu, sent a letter to the king of France seeking his military assistance, but the letter never reached France.[25]
|
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In a parliament held at Paris, 24 March 1267, Louis and his three sons "took the cross." On hearing the reports of the missionaries, Louis resolved to land at Tunis, and he ordered his younger brother, Charles of Anjou, to join him there. The crusaders, among whom was the English prince Edward Longshanks, landed at Carthage 17 July 1270, but disease broke out in the camp. Many died of dysentery, and on 25 August, Louis himself died.[21][26]
|
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Louis's patronage of the arts inspired much innovation in Gothic art and architecture. The style of his court was influential throughout Europe, both because of art objects purchased for export from Parisian masters, and by the marriage of the king's daughters and female relatives to foreign husbands. They became emissaries of Parisian models and styles elsewhere. Louis's personal chapel, the Sainte-Chapelle in Paris, which was known for its intricate stained-glass windows, was copied more than once by his descendants elsewhere. Louis is believed to have ordered the production of the Morgan Bible, a masterpiece of medieval painting.
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During the so-called "golden century of Saint Louis", the kingdom of France was at its height in Europe, both politically and economically. Saint Louis was regarded as "primus inter pares", first among equals, among the kings and rulers of the continent. He commanded the largest army and ruled the largest and wealthiest kingdom, the European centre of arts and intellectual thought at the time. The foundations for the notable college of theology, later known as the Sorbonne, were laid in Paris about the year 1257.[18]
|
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The prestige and respect felt by Europeans for King Louis IX were due more to the appeal of his personality than to military domination. For his contemporaries, he was the quintessential example of the Christian prince and embodied the whole of Christendom in his person. His reputation for fairness and even saintliness was already well established while he was alive, and on many occasions he was chosen as an arbiter in quarrels among the rulers of Europe.[1]
|
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Shortly before 1256, Enguerrand IV, Lord of Coucy, arrested and without trial hanged three young squires of Laon, whom he accused of poaching in his forest. In 1256 Louis had the lord arrested and brought to the Louvre by his sergeants. Enguerrand demanded judgment by his peers and trial by battle, which the king refused because he thought it obsolete. Enguerrand was tried, sentenced, and ordered to pay 12,000 livres. Part of the money was to pay for masses to be said in perpetuity for the souls of the men he had hanged.
|
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In 1258, Louis and James I of Aragon signed the Treaty of Corbeil to end areas of contention between them. By this treaty, Louis renounced his feudal overlordship over the County of Barcelona and Roussillon, which was held by the King of Aragon. James in turn renounced his feudal overlordship over several counties in southern France, including Provence and Languedoc. In 1259 Louis signed the Treaty of Paris, by which Henry III of England was confirmed in his possession of territories in southwestern France, and Louis received the provinces of Anjou, Normandy (Normandie), Poitou, Maine, and Touraine.[8]
|
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The perception of Louis IX as the exemplary Christian prince was reinforced by his religious zeal. Louis was an extremely devout Catholic, and he built the Sainte-Chapelle ("Holy Chapel"),[1] located within the royal palace complex (now the Paris Hall of Justice), on the Île de la Cité in the centre of Paris. Sainte Chapelle, a prime example of the Rayonnant style of Gothic architecture, was erected as a shrine for what Louis believed to be the Crown of Thorns and a fragment of the True Cross, supposed precious relics of the Passion of Christ. He acquired these in 1239–41 from Emperor Baldwin II of the Latin Empire of Constantinople. Louis agreed to pay off the imperial debt which Baldwin owed to Niccolo Quirino, a wealthy Venetian merchant, a debt to which Baldwin had pledged the Crown of Thorns as collateral.[27] Louis IX paid the exorbitant sum of 135,000 livres to clear this debt (the construction of the chapel, for comparison, cost only 60,000 livres).
|
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Louis IX took very seriously his mission as "lieutenant of God on Earth", with which he had been invested when he was crowned in Reims. To fulfill this duty, he conducted two crusades. They contributed to his prestige, even though both ended disastrously. Everything he did was for what he saw as the glory of God and the good of his people. He protected the poor and was never heard to speak ill of anyone. He excelled in penance, leaving a hair shirt and a scourge which he had used in private practice. He had a great love for the Church. He was merciful even to rebels. When he was urged to execute a prince who had followed his father in rebellion, he refused, saying: "A son cannot refuse to obey his father."[9]
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In 1230 the King forbade all forms of usury, defined at the time as any taking of interest and therefore covering most banking activities. When the original borrowers from Jewish and Lombard lenders could not be found, Louis exacted from those lenders a contribution toward the crusade which Pope Gregory was trying to launch.[18] At the urging of Pope Gregory IX, following the Disputation of Paris in 1240, Louis ordered in 1243 the burning in Paris of some 12,000 manuscript copies of the Talmud and other Jewish books. Eventually, the edict against the Talmud was overturned by Gregory IX's successor, Innocent IV.[28]
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Louis also expanded the scope of the Inquisition in France. He set the punishment for blasphemy to mutilation of the tongue and lips.[4] The area most affected by this expansion was southern France, where the Cathar sect had been strongest. The rate of confiscation of property from the Cathars and others reached its highest levels in the years before his first crusade, and slowed upon his return to France in 1254.
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In 1250, Louis headed a crusade to Egypt and was taken prisoner. During his captivity, he recited the Divine Office every day. After his release against ransom, he visited the Holy Land before returning to France.[9] In these deeds, Louis IX tried to fulfill what he believed was the duty of France as "the eldest daughter of the Church" (la fille aînée de l'Église), a tradition of protector of the Church going back to the Franks and Charlemagne, who had been crowned by Pope Leo III in Rome in 800. The kings of France were known in the church by the title "most Christian king" (Rex Christianissimus). The relationship between France and the papacy was at its peak in the 12th and 13th centuries. The popes called for most of the crusades from French soil.
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Louis was renowned for his charity. Beggars were fed from his table: he ate their leavings; washed their feet; ministered to the wants of lepers, who were generally ostracized; and daily fed over one hundred poor. He founded many hospitals and houses: the House of the Filles-Dieu for reformed prostitutes; the Quinze-Vingt for 300 blind men (1254), and hospitals at Pontoise, Vernon, and Compiégne.[29]
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St. Louis installed a house of the Trinitarian Order at Fontainebleau, his chateau and estate near Paris. He chose Trinitarians as his chaplains, and was accompanied by them on his crusades. In his spiritual testament he wrote: "My dearest son, you should permit yourself to be tormented by every kind of martyrdom before you would allow yourself to commit a mortal sin."[9]
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Louis and Margaret's two royal children who died in infancy were first buried at the Cistercian abbey of Royaumont. In 1820 they were transferred and reinterred to Saint-Denis Basilica.[33]
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During his second crusade, Louis died at Tunis on 25 August 1270, in an epidemic of dysentery that swept through his army.[26][34][35] According to European custom, his body was subjected to the process known as mos Teutonicus prior to his remains being returned to France. (This was a postmortem funerary custom used in medieval Europe whereby the flesh was boiled from the body, so that the bones of the deceased could be transported hygienically from distant lands back home). This was not the common practice for Muslim burials. [36] Louis was succeeded by his son, Philip III.
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Louis's younger brother, Charles I of Naples, preserved his heart and intestines, and conveyed them for burial in the cathedral of Monreale near Palermo.[37] Louis's bones were carried overland in a lengthy processional across Sicily, Italy, the Alps, and France, until they were interred in the royal necropolis at Saint-Denis in May 1271.[38] Charles and Philip II later dispersed a number of relics to promote his veneration.[39]
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Pope Boniface VIII proclaimed the canonisation of Louis in 1297;[40] he is the only French king to be declared a saint.[41] Louis IX is often considered the model of the ideal Christian monarch.[40] The influence of his canonization was so great that many of his successors were named Louis after him.
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Named in his honour, the Sisters of Charity of St. Louis is a Roman Catholic religious order founded in Vannes, France, in 1803.[42] A similar order, the Sisters of St Louis, was founded in Juilly in 1842.[43][44]
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He is honoured as co-patron of the Third Order of St. Francis, which claims him as a member of the Order. Even in childhood, his compassion for the poor and suffering people were known to those who were close to him. When he became king, over a hundred poor people were served meals in his house on ordinary days. Often the king served these guests himself. Such acts of charity, coupled with Louis's devout religious practices, gave rise to the legend that he joined the Third Order of St. Francis. Though it is unlikely that Louis did join the order, his life and actions proclaimed him as one of them in spirit.[6]
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Many countries in which French speakers and Catholicism were prevalent named places after King Louis:
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The French royal Order of Saint Louis (1693–1790 and 1814–1830),[citation needed] the Île Saint-Louis,[48] and a hospital in the 10th arrondissement of Paris[citation needed] also bear his name.The Cathedral Saint-Louis in Versailles;[citation needed] the Basilica of St. Louis, King of France completed in 1834 and the Cathedral Basilica of St. Louis completed in 1914, both in St. Louis, Missouri;[citation needed] and the St. Louis Cathedral in New Orleans were also named for the king.[citation needed] The national church of France in Rome also carries his name: San Luigi dei Francesi in Italian, or Saint Louis of France in English.[citation needed] Also the Cathedral of St Louis in Plovdiv, Bulgaria[citation needed], the Church of St Louis in Moscow, Russia,[citation needed] and rue Saint Louis of Pondicherry, India.[citation needed]
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A bas-relief of St. Louis is one of the carved portraits of historic lawmakers that adorns the chamber of the United States House of Representatives.
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Saint Louis is also portrayed on a frieze depicting a timeline of important lawgivers throughout world history, on the North Wall of the Courtroom at the Supreme Court of the United States.[49]
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A statue of St. Louis by the sculptor John Donoghue stands on the roofline of the New York State Appellate Division Court at 27 Madison Avenue in New York City.
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The Apotheosis of St. Louis is an equestrian statue of the saint, by Charles Henry Niehaus, that stands in front of the Saint Louis Art Museum in Forest Park.
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A heroic portrait by Baron Charles de Steuben hangs in the Basilica of the National Shrine of the Assumption of the Blessed Virgin Mary in Baltimore. An 1821 gift of King Louis XVIII of France, it depicts St. Louis burying his plague-stricken troops before the siege of Tunis at the beginning of the Eighth Crusade in 1270.
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Jacques-Louis David (French: [ʒaklwi david]; 30 August 1748 – 29 December 1825) was a French painter in the Neoclassical style, considered to be the preeminent painter of the era. In the 1780s his cerebral brand of history painting marked a change in taste away from Rococo frivolity toward classical austerity and severity and heightened feeling,[1] harmonizing with the moral climate of the final years of the Ancien Régime.
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David later became an active supporter of the French Revolution and friend of Maximilien Robespierre (1758–1794), and was effectively a dictator of the arts under the French Republic. Imprisoned after Robespierre's fall from power, he aligned himself with yet another political regime upon his release: that of Napoleon, The First Consul of France. At this time he developed his Empire style, notable for its use of warm Venetian colours. After Napoleon's fall from Imperial power and the Bourbon revival, David exiled himself to Brussels, then in the United Kingdom of the Netherlands, where he remained until his death. David had many pupils, making him the strongest influence in French art of the early 19th century, especially academic Salon painting.
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Jacques-Louis David was born into a prosperous French family in Paris on 30 August 1748. When he was about nine his father was killed in a duel and his mother left him with his well-off architect uncles. They saw to it that he received an excellent education at the Collège des Quatre-Nations, University of Paris, but he was never a good student—he had a facial tumor that impeded his speech, and he was always preoccupied with drawing. He covered his notebooks with drawings, and he once said, "I was always hiding behind the instructor's chair, drawing for the duration of the class". Soon, he desired to be a painter, but his uncles and mother wanted him to be an architect. He overcame the opposition, and went to learn from François Boucher (1703–1770), the leading painter of the time, who was also a distant relative. Boucher was a Rococo painter, but tastes were changing, and the fashion for Rococo was giving way to a more classical style. Boucher decided that instead of taking over David's tutelage, he would send David to his friend, Joseph-Marie Vien (1716–1809), a painter who embraced the classical reaction to Rococo. There, David attended the Royal Academy, based in what is now the Louvre.
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Each year the Academy awarded an outstanding student the prestigious Prix de Rome, which funded a 3- to 5-year stay in the Eternal City. Since artists were now revisiting classical styles, the trip to Rome provided its winners the opportunity to study the remains of classical antiquity and the works of the Italian Renaissance masters at first hand. Each pensionnaire was lodged in the French Academy's Roman outpost, which from the years 1737 to 1793 was the Palazzo Mancini in the Via del Corso. David competed for, and failed to win, the prize for three consecutive years (with Minerva Fighting Mars, Diana and Apollo Killing Niobe's Children and The Death of Seneca). Each failure contributed to his lifelong grudge against the institution. After his second loss in 1772, David went on a hunger strike, which lasted two and a half days before the faculty encouraged him to continue painting. Confident he now had the support and backing needed to win the prize, he resumed his studies with great zeal—only to fail to win the Prix de Rome again the following year. Finally, in 1774, David was awarded the Prix de Rome on the strength of his painting of Erasistratus Discovering the Cause of Antiochus' Disease, a subject set by the judges. In October 1775 he made the journey to Italy with his mentor, Joseph-Marie Vien, who had just been appointed director of the French Academy at Rome.[2]
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While in Italy, David mostly studied the works of 17th-century masters such as Poussin, Caravaggio, and the Carracci.[2] Although he declared, "the Antique will not seduce me, it lacks animation, it does not move",[2] David filled twelve sketchbooks with drawings that he and his studio used as model books for the rest of his life. He was introduced to the painter Raphael Mengs (1728–1779), who opposed the Rococo tendency to sweeten and trivialize ancient subjects, advocating instead the rigorous study of classical sources and close adherence to ancient models. Mengs' principled, historicizing approach to the representation of classical subjects profoundly influenced David's pre-revolutionary painting, such as The Vestal Virgin, probably from the 1780s. Mengs also introduced David to the theoretical writings on ancient sculpture by Johann Joachim Winckelmann (1717–1768), the German scholar held to be the founder of modern art history.[3] As part of the Prix de Rome, David toured the newly excavated ruins of Pompeii in 1779, which deepened his belief that the persistence of classical culture was an index of its eternal conceptual and formal power. During the trip David also assiduously studied the High Renaissance painters, Raphael making a profound and lasting impression on the young French artist.
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Although David's fellow students at the academy found him difficult to get along with, they recognized his genius. David's stay at the French Academy in Rome was extended by a year. In July 1780, he returned to Paris.[2] There, he found people ready to use their influence for him, and he was made an official member of the Royal Academy. He sent the Academy two paintings, and both were included in the Salon of 1781, a high honor. He was praised by his famous contemporary painters, but the administration of the Royal Academy was very hostile to this young upstart. After the Salon, the King granted David lodging in the Louvre, an ancient and much desired privilege of great artists. When the contractor of the King's buildings, M. Pécoul, was arranging with David, he asked the artist to marry his daughter, Marguerite Charlotte. This marriage brought him money and eventually four children. David had about 50 of his own pupils and was commissioned by the government to paint "Horace defended by his Father", but he soon decided, "Only in Rome can I paint Romans." His father-in-law provided the money he needed for the trip, and David headed for Rome with his wife and three of his students, one of whom, Jean-Germain Drouais (1763–1788), was the Prix de Rome winner of that year.
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In Rome, David painted his famous Oath of the Horatii, 1784. In this piece, the artist references Enlightenment values while alluding to Rousseau's social contract. The republican ideal of the general became the central focus of the painting with all three sons positioned in compliance with the father. The Oath between the characters can be read as an act of unification of men to the binding of the state.[4] The issue of gender roles also becomes apparent in this piece, as the women in Horatii greatly contrast the group of brothers. David depicts the father with his back to the women, shutting them out of the oath. They also appear to be smaller in scale and physically isolated from the male figures.[5] The masculine virility and discipline displayed by the men's rigid and confident stances is also severely contrasted to the slouching, swooning female softness created in the other half of the composition.[6] Here we see the clear division of male-female attributes that confined the sexes to specific roles under Rousseau's popularized doctrine of "separate spheres".
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These revolutionary ideals are also apparent in the Distribution of Eagles. While Oath of the Horatii and The Tennis Court Oath stress the importance of masculine self-sacrifice for one's country and patriotism, the Distribution of Eagles would ask for self-sacrifice for one's Emperor (Napoleon) and the importance of battlefield glory.
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In 1787, David did not become the Director of the French Academy in Rome, which was a position he wanted dearly. The Count in charge of the appointments said David was too young, but said he would support him in 6 to 12 years. This situation would be one of many that would cause him to lash out at the Academy in years to come.
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For the Salon of 1787, David exhibited his famous Death of Socrates. "Condemned to death, Socrates, strong, calm and at peace, discusses the immortality of the soul. Surrounded by Crito, his grieving friends and students, he is teaching, philosophizing, and in fact, thanking the God of Health, Asclepius, for the hemlock brew which will ensure a peaceful death... The wife of Socrates can be seen grieving alone outside the chamber, dismissed for her weakness. Plato is depicted as an old man seated at the end of the bed." Critics compared the Socrates with Michelangelo's Sistine Ceiling and Raphael's Stanze, and one, after ten visits to the Salon, described it as "in every sense perfect". Denis Diderot said it looked like he copied it from some ancient bas-relief. The painting was very much in tune with the political climate at the time. For this painting, David was not honored by a royal "works of encouragement".
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For his next painting, David created The Lictors Bring to Brutus the Bodies of His Sons. The work had tremendous appeal for the time. Before the opening of the Salon, the French Revolution had begun. The National Assembly had been established, and the Bastille had fallen. The royal court did not want propaganda agitating the people, so all paintings had to be checked before being hung. David's portrait of Lavoisier, who was a chemist and physicist as well as an active member of the Jacobin party, was banned by the authorities for such reasons.[7] When the newspapers reported that the government had not allowed the showing of The Lictors Bring to Brutus the Bodies of His Sons, the people were outraged, and the royals were forced to give in. The painting was hung in the exhibition, protected by art students. The painting depicts Lucius Junius Brutus, the Roman leader, grieving for his sons. Brutus's sons had attempted to overthrow the government and restore the monarchy, so the father ordered their death to maintain the republic. Brutus was the heroic defender of the republic, sacrificing his own family for the good of the republic. On the right, the mother holds her two daughters, and the nurse is seen on the far right, in anguish. Brutus sits on the left, alone, brooding, seemingly dismissing the dead bodies of his sons. Knowing what he did was best for his country, but the tense posture of his feet and toes reveals his inner turmoil. The whole painting was a Republican symbol, and obviously had immense meaning during these times in France. It exemplified civic virtue, a value highly regarded during the Revolution.
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In the beginning, David was a supporter of the Revolution, a friend of Robespierre, and a member of the Jacobin Club. While others were leaving the country for new and greater opportunities, David stayed behind to help destroy the old order. He was a regicide who voted in the National Convention for the Execution of Louis XVI. It is uncertain why he did so,[citation needed] as there were many more opportunities for him under the King than the new order. Some people suggest David's love for the classical made him embrace everything about that period, including a republican government.
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Others believed that they found the key to the artist's revolutionary career in his personality. Undoubtedly, David's artistic sensibility, mercurial temperament, volatile emotions, ardent enthusiasm and fierce independence might have been expected to help turn him against the established order, but they did not fully explain his devotion to the republican regime, and the vague statements of those who insisted upon his "powerful ambition...and unusual energy of will" did not actually account for his revolutionary connections. Those who knew him maintained that "generous ardor", high-minded idealism and well-meaning though sometimes fanatical enthusiasm, rather than opportunism and jealousy, motivated his activities during this period.
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Soon, David turned his critical sights on the Royal Academy of Painting and Sculpture. The attack was probably caused primarily by the hypocrisy of the organization and their personal opposition against his work, as seen in previous episodes in David's life. The Royal Academy was controlled by royalists, who opposed David's attempts at reform and so the National Assembly finally ordered it to make changes to conform to the new constitution.
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David then began work on something that would later hound him: propaganda for the new republic. David's painting of Brutus was shown during the play Brutus by Voltaire.
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In 1789, David attempted to leave his artistic mark on the historical beginnings of the French Revolution with his painting of The Oath of the Tennis Court. David undertook the task not out of personal political conviction but rather because he was commissioned to do so. The painting was meant to commemorate the event of the same name but was never completed. A meeting of the Estates General was convened in May to address reforms of the monarchy. Dissent arose over whether the three estates would meet separately, as had been tradition, or as one body. The King's acquiescence with the demands of the upper orders led to the deputies of the Third Estate renaming themselves as the National Assembly on 17 June. They were locked out of the meeting hall three days later when they attempted to meet, and forced to reconvene to the royal indoor tennis court. Presided over by Jean-Sylvain Bailly, they made a 'solemn oath never to separate' until a national constitution had been created. In 1789 this event was seen as a symbol of the national unity against the ancien regime. Rejecting the current conditions, the oath signified a new transition in human history and ideology.[8] David was enlisted by the Society of Friends of the Constitution, the body that would eventually form the Jacobins, to enshrine this symbolic event.[9]
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This instance is notable in more ways than one because it eventually led David to finally become involved in politics as he joined the Jacobins. The picture was meant to be massive in scale; the figures in the foreground were to be life-sized portraits of the counterparts, including Jean-Sylvain Bailly, the President of the Constituent Assembly. Seeking additional funding, David turned to the Society of Friends of the Constitution. The funding for the project was to come from over three thousand subscribers hoping to receive a print of the image. However, when the funding was insufficient, the state ended up financing the project.[2]
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David set out in 1790 to transform the contemporary event into a major historical picture which would appear at the Salon of 1791 as a large pen-and-ink drawing. As in the Oath of the Horatii, David represents the unity of men in the service of a patriotic ideal. The outstretched arms which are prominent in both works betray David's deeply held belief that acts of republican virtue akin to those of the Romans were being played out in France. In what was essentially an act of intellect and reason, David creates an air of drama in this work. The very power of the people appears to be "blowing" through the scene with the stormy weather, in a sense alluding to the storm that would be the revolution.
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Symbolism in this work of art closely represents the revolutionary events taking place at the time. The figure in the middle is raising his right arm making the oath that they will never disband until they have reached their goal of creating a "constitution of the realm fixed upon solid foundations".[10] The importance of this symbol is highlighted by the fact that the crowd's arms are angled to his hand forming a triangular shape. Additionally, the open space in the top half contrasted to the commotion in the lower half serves to emphasize the magnitude of the Tennis Court Oath.
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In his attempt to depict political events of the Revolution in "real time", David was venturing down a new and untrodden path in the art world. However, Thomas Crow argues that this path "proved to be less a way forward than a cul-de-sac for history painting".[9] Essentially, the history of the demise of David's The Tennis Court Oath illustrates the difficulty of creating works of art that portray current and controversial political occurrences. Political circumstances in France proved too volatile to allow the completion of the painting. The unity that was to be symbolized in The Tennis Court Oath no longer existed in radicalized 1792. The National Assembly had split between conservatives and radical Jacobins, both vying for political power. By 1792 there was no longer consensus that all the revolutionaries at the tennis court were "heroes". A sizeable number of the heroes of 1789 had become the villains of 1792. In this unstable political climate David's work remained unfinished. With only a few nude figures sketched onto the massive canvas, David abandoned The Oath of the Tennis Court. To have completed it would have been politically unsound. After this incident, when David attempted to make a political statement in his paintings, he returned to the less politically charged use of metaphor to convey his message.
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When Voltaire died in 1778, the church denied him a church burial, and his body was interred near a monastery. A year later, Voltaire's old friends began a campaign to have his body buried in the Panthéon, as church property had been confiscated by the French Government. In 1791, David was appointed to head the organizing committee for the ceremony, a parade through the streets of Paris to the Panthéon. Despite rain and opposition from conservatives due to the amount of money spent, the procession went ahead. Up to 100,000 people watched the "Father of the Revolution" being carried to his resting place. This was the first of many large festivals organized by David for the republic. He went on to organize festivals for martyrs that died fighting royalists. These funerals echoed the religious festivals of the pagan Greeks and Romans and are seen by many as Saturnalian.
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David incorporated many revolutionary symbols into these theatrical performances and orchestrated ceremonial rituals, in effect radicalizing the applied arts themselves. The most popular symbol for which David was responsible as propaganda minister was drawn from classical Greek images; changing and transforming them with contemporary politics. In an elaborate festival held on the anniversary of the revolt that brought the monarchy to its knees, David's Hercules figure was revealed in a procession following the Goddess of Liberty (Marianne). Liberty, the symbol of Enlightenment ideals was here being overturned by the Hercules symbol; that of strength and passion for the protection of the Republic against disunity and factionalism.[11] In his speech during the procession, David "explicitly emphasized the opposition between people and monarchy; Hercules was chosen, after all, to make this opposition more evident".[12] The ideals that David linked to his Hercules single-handedly transformed the figure from a sign of the old regime into a powerful new symbol of revolution. "David turned him into the representation of a collective, popular power. He took one of the favorite signs of monarchy and reproduced, elevated, and monumentalized it into the sign of its opposite."[13] Hercules, the image, became to the revolutionaries, something to rally around.
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In June 1791, the King made an ill-fated attempt to flee the country, but was apprehended short of his goal on the Austrian Netherlands border and was forced to return under guard to Paris. Louis XVI had made secret requests to Emperor Leopold II of Austria, Marie-Antoinette's brother, to restore him to his throne. This was granted and Austria threatened France if the royal couple were hurt. In reaction, the people arrested the King. This led to an Invasion after the trials and execution of Louis and Marie-Antoinette. The Bourbon monarchy was destroyed by the French people in 1792—it would be restored after Napoleon, then destroyed again with the Restoration of the House of Bonaparte. When the new National Convention held its first meeting, David was sitting with his friends Jean-Paul Marat and Robespierre. In the Convention, David soon earned the nickname "ferocious terrorist". Robespierre's agents discovered a secret vault containing the King's correspondence which proved he was trying to overthrow the government, and demanded his execution. The National Convention held the trial of Louis XVI; David voted for the death of the King, causing his wife, a royalist, to divorce him.[citation needed]
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When Louis XVI was executed on 21 January 1793, another man had already died as well—Louis Michel le Peletier de Saint-Fargeau. Le Peletier was killed on the preceding day by a royal bodyguard in revenge for having voted for the death of the King. David was called upon to organize a funeral, and he painted Le Peletier Assassinated. In it, the assassin's sword was seen hanging by a single strand of horsehair above Le Peletier's body, a concept inspired by the proverbial ancient tale of the sword of Damocles, which illustrated the insecurity of power and position. This underscored the courage displayed by Le Peletier and his companions in routing an oppressive king. The sword pierces a piece of paper on which is written "I vote the death of the tyrant", and as a tribute at the bottom right of the picture David placed the inscription "David to Le Peletier. 20 January 1793". The painting was later destroyed by Le Peletier's royalist daughter, and is known by only a drawing, an engraving, and contemporary accounts. Nevertheless, this work was important in David's career because it was the first completed painting of the French Revolution, made in less than three months, and a work through which he initiated the regeneration process that would continue with The Death of Marat, David's masterpiece.
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On 13 July 1793, David's friend Marat was assassinated by Charlotte Corday with a knife she had hidden in her clothing. She gained entrance to Marat's house on the pretense of presenting him a list of people who should be executed as enemies of France. Marat thanked her and said that they would be guillotined next week upon which Corday immediately fatally stabbed him. She was guillotined shortly thereafter. Corday was of an opposing political party, whose name can be seen in the note Marat holds in David's subsequent painting, The Death of Marat. Marat, a member of the National Convention and a journalist, had a skin disease that caused him to itch horribly. The only relief he could get was in his bath over which he improvised a desk to write his list of suspect counter-revolutionaries who were to be quickly tried and, if convicted, guillotined. David once again organized a spectacular funeral, and Marat was buried in the Panthéon. Marat's body was to be placed upon a Roman bed, his wound displayed and his right arm extended holding the pen which he had used to defend the Republic and its people. This concept was to be complicated by the fact that the corpse had begun to putrefy. Marat's body had to be periodically sprinkled with water and vinegar as the public crowded to see his corpse prior to the funeral on 15 and 16 July. The stench became so bad however that the funeral had to be brought forward to the evening of 16 July.[14]
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The Death of Marat, perhaps David's most famous painting, has been called the Pietà of the revolution. Upon presenting the painting to the convention, he said "Citizens, the people were again calling for their friend; their desolate voice was heard: David, take up your brushes..., avenge Marat... I heard the voice of the people. I obeyed." David had to work quickly, but the result was a simple and powerful image.
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The Death of Marat, 1793, became the leading image of the Terror and immortalized both Marat and David in the world of the revolution. This piece stands today as "a moving testimony to what can be achieved when an artist's political convictions are directly manifested in his work".[15] A political martyr was instantly created as David portrayed Marat with all the marks of the real murder, in a fashion which greatly resembles that of Christ or his disciples.[16] The subject although realistically depicted remains lifeless in a rather supernatural composition. With the surrogate tombstone placed in front of him and the almost holy light cast upon the whole scene; alluding to an out of this world existence. "Atheists though they were, David and Marat, like so many other fervent social reformers of the modern world, seem to have created a new kind of religion."[17] At the very center of these beliefs, there stood the republic.
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After the King's execution, war broke out between the new Republic and virtually every major power in Europe. David, as a member of the Committee of General Security, contributed directly to the Reign of Terror.[18] David organized his last festival: the festival of the Supreme Being. Robespierre had realized what a tremendous propaganda tool these festivals were, and he decided to create a new religion, mixing moral ideas with the Republic and based on the ideas of Rousseau. This process had already begun by confiscating church lands and requiring priests to take an oath to the state. The festivals, called fêtes, would be the method of indoctrination. On the appointed day, 20 Prairial by the revolutionary calendar, Robespierre spoke, descended steps, and with a torch presented to him by David, incinerated a cardboard image symbolizing atheism, revealing an image of wisdom underneath.
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Soon, the war began to go well; French troops marched across the southern half of the Netherlands (which would later become Belgium), and the emergency that had placed the Committee of Public Safety in control was no more. Then plotters seized Robespierre at the National Convention and he was later guillotined, in effect ending the Reign of Terror. As Robespierre was arrested, David yelled to his friend "if you drink hemlock, I shall drink it with you."[19] After this, he supposedly fell ill, and did not attend the evening session because of "stomach pain", which saved him from being guillotined along with Robespierre. David was arrested and placed in prison, first from 2 August to 28 December 1794 and then from 29 May to 3 August 1795.[2] There he painted his own portrait, showing him much younger than he actually was, as well as that of his jailer.
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After David's wife visited him in jail, he conceived the idea of telling the story of The rape of the Sabine women. The Sabine Women Enforcing Peace by Running between the Combatants, also called The Intervention of the Sabine Women is said to have been painted to honor his wife, with the theme being love prevailing over conflict. The painting was also seen as a plea for the people to reunite after the bloodshed of the revolution.[20]
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David conceived a new style for this painting, one which he called the "Pure Greek Style", as opposed to the "Roman style" of his earlier historical paintings. The new style was influenced heavily by the work of art historian Johann Joachim Winckelmann. In David's words, "the most prominent general characteristics of the Greek masterpieces are a noble simplicity and silent greatness in pose as well as in expression."[21] Instead of the muscularity and angularity of the figures of his past works, these were more air-brushed, feminine, and painterly.
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This work also brought him to the attention of Napoleon. The story for the painting is as follows: "The Romans have abducted the daughters of their neighbors, the Sabines. To avenge this abduction, the Sabines attacked Rome, although not immediately—since Hersilia, the daughter of Tatius, the leader of the Sabines, had been married to Romulus, the Roman leader, and then had two children by him in the interim. Here we see Hersilia between her father and husband as she adjures the warriors on both sides not to take wives away from their husbands or mothers away from their children. The other Sabine Women join in her exhortations." During this time, the martyrs of the Revolution were taken from the Pantheon and buried in common ground, and revolutionary statues were destroyed. When David was finally released to the country, France had changed. His wife managed to get him released from prison, and he wrote letters to his former wife, and told her he never ceased loving her. He remarried her in 1796. Finally, wholly restored to his position, he retreated to his studio, took pupils and for the most part, retired from politics.
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In August 1796, David and many other artists signed a petition orchestrated by Quatremère de Quincy which questioned the wisdom of the planned seizure of works of art from Rome. The Director Barras believed that David was "tricked" into signing, although one of David's students recalled that in 1798 his master lamented the fact that masterpieces had been imported from Italy.
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David's close association with the Committee of Public Safety during the Terror resulted in his signing of the death warrant for Alexandre de Beauharnais, a minor noble. Beauharnais's widow, Joséphine, went on to marry Napoleon Bonaparte and became his empress; David himself depicted their coronation in the Coronation of Napoleon and Josephine, 2 December 1804.
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David had been an admirer of Napoleon from their first meeting, struck by Bonaparte's classical features. Requesting a sitting from the busy and impatient general, David was able to sketch Napoleon in 1797. David recorded the face of the conqueror of Italy, but the full composition of Napoleon holding the peace treaty with Austria remains unfinished. This was likely a decision by Napoleon himself after considering the current political situation. He may have considered the publicity the portrait would bring about to be ill-timed. Bonaparte had high esteem for David, and asked him to accompany him to Egypt in 1798, but David refused, seemingly unwilling to give up the material comfort, safety, and peace of mind he had obtained through the years. Draftsman and engraver Dominique Vivant Denon went to Egypt instead, providing mostly documentary and archaeological work.[22]
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After Napoleon's successful coup d'état in 1799, as First Consul he commissioned David to commemorate his daring crossing of the Alps. The crossing of the St. Bernard Pass had allowed the French to surprise the Austrian army and win victory at the Battle of Marengo on 14 June 1800. Although Napoleon had crossed the Alps on a mule, he requested that he be portrayed "calm upon a fiery steed". David complied with Napoleon Crossing the Saint-Bernard. After the proclamation of the Empire in 1804, David became the official court painter of the regime. During this period he took students, one of whom was the Belgian painter Pieter van Hanselaere.
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One of the works David was commissioned for was The Coronation of Napoleon (1805-1807). David was permitted to watch the event. He had plans of Notre Dame delivered and participants in the coronation came to his studio to pose individually, though never the Emperor (the only time David obtained a sitting from Napoleon had been in 1797). David did manage to get a private sitting with the Empress Joséphine and Napoleon's sister, Caroline Murat, through the intervention of erstwhile art patron Marshal Joachim Murat, the Emperor's brother-in-law. For his background, David had the choir of Notre Dame act as his fill-in characters. Pope Pius VII came to sit for the painting, and actually blessed David. Napoleon came to see the painter, stared at the canvas for an hour and said "David, I salute you." David had to redo several parts of the painting because of Napoleon's various whims, and for this painting, he received twenty-four thousand Francs.
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David was made a Chevalier de la Légion d'honneur in 1803. He was promoted to an Officier in 1808. And, in 1815, he was promoted to a Commandant (now Commandeur) de la Légion d'honneur.
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On the Bourbons returning to power, David figured in the list of proscribed former revolutionaries and Bonapartists—for having voted execution for the deposed King Louis XVI; and for participating in the death of Louis XVII. Mistreated and starved, the imprisoned Louis XVII was forced into a false confession of incest with his mother, Queen Marie-Antoinette. This was untrue, as the son was separated from his mother early and was not allowed communication with her, nevertheless, the allegation helped earn her the guillotine. The newly restored Bourbon King, Louis XVIII, however, granted amnesty to David and even offered him the position of court painter. David refused, preferring self-exile in Brussels. There, he trained and influenced Brussels artists like François-Joseph Navez and Ignace Brice, painted Cupid and Psyche and quietly lived the remainder of his life with his wife (whom he had remarried). In that time, he painted smaller-scale mythological scenes, and portraits of citizens of Brussels and Napoleonic émigrés, such as the Baron Gerard.
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David created his last great work, Mars Being Disarmed by Venus and the Three Graces, from 1822 to 1824. In December 1823, he wrote: "This is the last picture I want to paint, but I want to surpass myself in it. I will put the date of my seventy-five years on it and afterwards I will never again pick up my brush." The finished painting—evoking painted porcelain because of its limpid coloration—was exhibited first in Brussels, then in Paris, where his former students flocked to view it.
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The exhibition was profitable—13,000 francs, after deducting operating costs, thus, more than 10,000 people visited and viewed the painting. In his later years, David remained in full command of his artistic faculties, even after a stroke in the spring of 1825 disfigured his face and slurred his speech. In June 1825, he resolved to embark on an improved version of his Anger of Achilles (also known as the Sacrifice of Iphigenie); the earlier version was completed in 1819 and is now in the collection of the Kimbell Art Museum in Fort Worth, Texas. David remarked to his friends who visited his studio "this [painting] is what is killing me" such was his determination to complete the work, but by October it must have already been well advanced, as his former pupil Gros wrote to congratulate him, having heard reports of the painting's merits. By the time David died, the painting had been completed and the commissioner Ambroise Firmin-Didot brought it back to Paris to include it in the exhibition "Pour les grecs" that he had organised and which opened in Paris in April 1826.
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When David was leaving a theater, a carriage struck him, and he later died, on 29 December 1825. At his death, some portraits were auctioned in Paris, they sold for little; the famous Death of Marat was exhibited in a secluded room, to avoid outraging public sensibilities. Disallowed return to France for burial, for having been a regicide of King Louis XVI, the body of the painter Jacques-Louis David was buried in Brussels and moved in 1882 to Brussels Cemetery, while some say his heart was buried with his wife at Père Lachaise Cemetery, Paris.
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The theme of the oath found in several works like The Oath of the Tennis Court, The Distribution of the Eagles, and Leonidas at Thermopylae, was perhaps inspired by the rituals of Freemasonry. In 1989 during the "David against David" conference Albert Boime was able to prove, on the basis of a document dated in 1787, the painter's membership in the "La Moderation" Masonic Lodge.[23][24]
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Jacques-Louis David's facial abnormalities were traditionally reported to be a consequence of a deep facial sword wound after a fencing incident. These left him with a noticeable asymmetry during facial expression and resulted in his difficulty in eating or speaking (he could not pronounce some consonants such as the letter 'r'). A sword scar wound on the left side of his face is present in his self-portrait and sculptures and corresponds to some of the buccal branches of the facial nerve. An injury to this nerve and its branches are likely to have resulted in the difficulties with his left facial movement.
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Furthermore, as a result of this injury, he suffered from a growth on his face that biographers and art historians have defined as a benign tumor. These, however, may have been a granuloma, or even a post-traumatic neuroma.[25] As historian Simon Schama has pointed out, witty banter and public speaking ability were key aspects of the social culture of 18th-century France. In light of these cultural keystones, David's tumor would have been a heavy obstacle in his social life.[26] David was sometimes referred to as "David of the Tumor".[27]
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In addition to his history paintings, David completed a number of privately commissioned portraits. Warren Roberts, among others, has pointed out the contrast between David's "public style" of painting, as shown in his history paintings, and his "private style", as shown in his portraits.[28] His portraits were characterized by a sense of truth and realism. He focused on defining his subjects' features and characters without idealizing them.[29] This is different from the style seen in his historical paintings, in which he idealizes his figures' features and bodies to align with Greek and Roman ideals of beauty.[30] He puts a great deal of detail into his portraits, defining smaller features like hands and fabric. The compositions of his portraits remain simple with blank backgrounds that allow the viewer to focus on the details of the subject.
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The portrait he did of his wife (1813) is an example of his typical portrait style.[28] The background is dark and simple without any clues as to the setting, which forces the viewer to focus entirely on her. Her features are un-idealized and truthful to her appearance.[28] There is a great amount of detail that can be seen in his attention to portraying the satin material of the dress she wears, the drapery of the scarf around her, and her hands which rest in her lap.
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In the painting of Brutus (1789), the man and his wife are separated, both morally and physically. Paintings like these, depicting the great strength of patriotic sacrifice, made David a popular hero of the revolution.[28]
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In the Portrait of Antoine-Laurent Lavoisier and his wife (1788), the man and his wife are tied together in an intimate pose. She leans on his shoulder while he pauses from his work to look up at her. David casts them in a soft light, not in the sharp contrast of Brutus or of the Horatii. Also of interest—Lavoisier was a tax collector, as well as a famous chemist. Though he spent some of his money trying to clean up swamps and eradicate malaria, he was nonetheless sent to the guillotine during the Reign of Terror as an enemy of the people. David, then a powerful member of the National Assembly, stood idly by and watched.[31]
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Other portraits include paintings of his sister-in-law and her husband, Madame and Monsieur Seriziat. The picture of Monsieur Seriziat depicts a man of wealth, sitting comfortably with his horse-riding equipment. The picture of the Madame shows her wearing an unadorned white dress, holding her young child's hand as they lean against a bed. David painted these portraits of Madame and Monsieur Seriziat out of gratitude for letting him stay with them after he was in jail.[32]
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Towards the end of David's life, he painted a portrait of his old friend Abbé Sieyès. Both had been involved in the Revolution, both had survived the purging of political radicals that followed the reign of terror.
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The shift in David's perspective played an important role in the paintings of David's later life, including this one of Sieyès.[33] During the height of The Terror, David was an ardent supporter of radicals such as Robespierre and Marat, and twice offered up his life in their defense. He organized revolutionary festivals and painted portraits of martyrs of the revolution, such as Lepeletier, who was assassinated for voting for the death of the king. David was an impassioned speaker at times in the National Assembly. In speaking to the Assembly about the young boy named Bara, another martyr of the revolution, David said, "O Bara! O Viala! The blood that you have spread still smokes; it rises toward Heaven and cries for vengeance."[34]
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After Robespierre was sent to the guillotine, however, David was imprisoned and changed the attitude of his rhetoric. During his imprisonment he wrote many letters, pleading his innocence. In one he wrote, "I am prevented from returning to my atelier, which, alas, I should never have left. I believed that in accepting the most honorable position, but very difficult to fill, that of legislator, that a righteous heart would suffice, but I lacked the second quality, understanding."[35]
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Later, while explaining his developing "Grecian style" for paintings such as The Intervention of the Sabine Women, David further commented on a shift in attitude: "In all human activity the violent and transitory develops first; repose and profundity appear last. The recognition of these latter qualities requires time; only great masters have them, while their pupils have access only to violent passions."[36]
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Jacques-Louis David was, in his time, regarded as the leading painter in France, and arguably all of Western Europe; many of the painters honored by the restored Bourbons following the French Revolution had been David's pupils.[37] David's student Antoine-Jean Gros for example, was made a Baron and honored by Napoleon Bonaparte's court.[37] Another pupil of David's, Jean Auguste Dominique Ingres became the most important artist of the restored Royal Academy and the figurehead of the Neoclassical school of art, engaging the increasingly popular Romantic school of art that was beginning to challenge Neoclassicism.[37] David invested in the formation of young artists for the Rome Prize, which was also a way to pursue his old rivalry with other contemporary painters such as Joseph-Benoît Suvée, who had also started teaching classes.[38] To be one of David's students was considered prestigious and earned his students a lifetime reputation.[39] He also called on the more advanced students, such as Jérôme-Martin Langlois, to help him paint his large canvases.
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Despite David's reputation, he was more fiercely criticized right after his death than at any point during his life. His style came under the most serious criticism for being static, rigid, and uniform throughout all his work. David's art was also attacked for being cold and lacking warmth.[40] David, however, made his career precisely by challenging what he saw as the earlier rigidity and conformity of the French Royal Academy's approach to art.[41] David's later works also reflect his growth in the development of the Empire style, notable for its dynamism and warm colors. It is likely that much of the criticism of David following his death came from David's opponents; during his lifetime David made a great many enemies with his competitive and arrogant personality as well as his role in the Terror.[39] David sent many people to the guillotine and personally signed the death warrants for King Louis XVI and Marie Antoinette. One significant episode in David's political career that earned him a great deal of contempt was the execution of Emilie Chalgrin. A fellow painter Carle Vernet had approached David, who was on the Committee of Public Safety, requesting him to intervene on behalf of his sister, Chalgrin. She had been accused of crimes against the Republic, most notably possessing stolen items.[42] David refused to intervene in her favor, and she was executed. Vernet blamed David for her death, and the episode followed him for the rest of his life and after.
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In the last 50 years David has enjoyed a revival in popular favor and in 1948 his two-hundredth birthday was celebrated with an exhibition at the Musée de l'Orangerie in Paris and at Versailles showing his life's works.[43] Following World War II, Jacques-Louis David was increasingly regarded as a symbol of French national pride and identity, as well as a vital force in the development of European and French art in the modern era.[44]
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The birth of Romanticism is traditionally credited to the paintings of eighteenth-century French artists such as Jacques-Louis David.[45]
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Danton (Andrzej Wajda, France, 1982) – Historical drama. Many scenes include David as a silent character watching and drawing. The film focuses on the period of the Terror.
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Jupiter et Antiope (1768), an early work showing the influence of Greuze[46]
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Diana and Apollo Piercing Niobe's Children with their Arrows (1772), Dallas Museum of Art
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Antiochus and Stratonica (1774), École nationale supérieure des Beaux-Arts
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Patroclus, study (1780), Musée Thomas-Henry
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Hector's body (1778)
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Portrait of Antoine-Laurent Lavoisier and his wife (1788), Metropolitan Museum of Art, New York
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Paris and Helen (1788), Musée du Louvre, Paris (detail)
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Portrait of Anne-Marie-Louise Thélusson, Comtesse de Sorcy (1790), Neue Pinakothek, Munich
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Portrait of Pierre Sériziat, (1795), Louvre Museum
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Portrait of Madame de Verninac (1798–1799), born Henriette Delacroix, elder sister of Eugène Delacroix, Musée du Louvre, Paris
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Madame Récamier (1800), Musée du Louvre, Paris
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Suzanne Le Peletier de Saint-Fargeau (1804), The J. Paul Getty Museum
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Portrait of Pope Pius VII (1805), Musée du Louvre, Paris
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Marguerite-Charlotte David (1813), National Gallery of Art, Washington, D.C.
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Étienne-Maurice Gérard (1816), Metropolitan Museum of Art, New York
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The Comtesse Vilain XIIII and Her Daughter (1816), National Gallery, London
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Portrait of the Comte de Turenne (1816), Ny Carlsberg Glyptotek, Copenhagen
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Cupid and Psyche (1817), Cleveland Museum of Art
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The Farewell of Telemachus and Eucharis (1818), J. Paul Getty Museum
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The Anger of Achilles (1819), Kimbell Art Museum
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Louis IX (25 April 1214 – 25 August 1270), commonly known as Saint Louis or Louis the Saint, is the only King of France to be canonized in the Catholic Church. Louis was crowned in Reims at the age of 12, following the death of his father Louis VIII; his mother, Blanche of Castile, ruled the kingdom as regent until he reached maturity. During Louis's childhood, Blanche dealt with the opposition of rebellious vassals and obtained a definitive victory in the Albigensian Crusade, which had started 20 years earlier.
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As an adult, Louis IX faced recurring conflicts with some of his realm's most powerful nobles, such as Hugh X of Lusignan and Peter of Dreux. Simultaneously, Henry III of England invaded to restore his continental possessions, but Louis routed him at the Battle of Taillebourg. Louis annexed several provinces, notably parts of Aquitaine, Maine and Provence.
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Louis IX is one of the most notable European monarchs of the Middle Ages. His reign is remembered as a medieval golden age in which the Kingdom of France reached an economic as well as political peak. His fellow European rulers esteemed him highly, not only for his military pre-eminence and the wealth of his kingdom, but for his reputation of fairness and moral integrity: he was often asked to arbitrate their disputes.[1]
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He was a reformer and developed French royal justice, in which the king was the supreme judge to whom anyone could appeal to seek the amendment of a judgment. He banned trials by ordeal, tried to prevent the private wars that were plaguing the country, and introduced the presumption of innocence in criminal procedure. To enforce the application of this new legal system, Louis IX created provosts and bailiffs.
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After his unexpected recovery from a serious illness, and to honor a vow he made while ill, Louis IX led the Seventh and Eighth crusades against the Ayyubids, Bahriyya Mamluks and Hafsid Kingdom. He was captured in the first and ransomed. He died from dysentery during the latter, and was succeeded by his son Philip III.
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Louis' actions were inspired by Christian zeal and Catholic devotion. He was a just king: although he exacted what was due him, he had no wish to wrong anyone, from the lowest peasant to the richest vassal.[2] Renowned for his moderate lifestyle, reason, bravery and chivalrous politeness, he was a splendid knight whose kindness and engaging manner made him popular. He was therefore regarded as the ideal Christian ruler even if he was also occasionally rebuked by contemporaries as a "monk king".[3] He decided to severely punish blasphemy (for which he set the punishment to mutilation of the tongue and lips).[4] He is the only canonized king of France, and there are consequently many places named after him.
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Much of what is known of Louis's life comes from Jean de Joinville's famous Life of Saint Louis. Joinville was a close friend, confidant, and counselor to the king. He participated as a witness in the papal inquest into Louis's life that resulted in his canonisation in 1297 by Pope Boniface VIII.
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Two other important biographies were written by the king's confessor, Geoffrey of Beaulieu, and his chaplain, William of Chartres. While several individuals wrote biographies in the decades following the king's death, only Jean of Joinville, Geoffrey of Beaulieu, and William of Chartres wrote from personal knowledge of the king, and all three are biased favorably to the king. The fourth important source of information is William of Saint-Parthus's 19th-century biography,[5] which he wrote using material from the papal inquest mentioned above.
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Louis was born on 25 April 1214 at Poissy, near Paris, the son of Louis the Lion and Blanche of Castile, and was baptised there in La Collégiale Notre-Dame church. His grandfather on his father's side was Philip II, king of France; while his grandfather on his mother's side was Alfonso VIII, king of Castile. Tutors of Blanche's choosing taught him most of what a king must know—Latin, public speaking, writing, military arts, and government.[6] He was nine years old when his grandfather Philip II died and his father ascended as Louis VIII.[7]
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Louis was 12 years old when his father died on 8 November 1226. He was crowned king within the month at Reims Cathedral. Because of Louis's youth, his mother ruled France as regent during his minority.[8] Louis's mother trained him to be a great leader and a good Christian. She used to say:[9]
|
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|
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+
I love you, my dear son, as much as a mother can love her child; but I would rather see you dead at my feet than that you should ever commit a mortal sin.
|
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His younger brother Charles I of Sicily (1227–85) was created count of Anjou, thus founding the Capetian Angevin dynasty.
|
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No date is given for the beginning of Louis's personal rule. His contemporaries viewed his reign as co-rule between the king and his mother, though historians generally view the year 1234 as the year in which Louis began ruling personally, with his mother assuming a more advisory role.[1] She continued to have a strong influence on the king until her death in 1252.[8][10]
|
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|
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On 27 May 1234, Louis married Margaret of Provence (1221 – 21 December 1295); she was crowned in the cathedral of Sens the next day.[11] Louis's marriage had political connections, as his wife was sister to Eleanor, who later married Henry III of England. The new queen's religious zeal made her a well-suited partner for the king. He enjoyed her company, and was pleased to show her the many public works he was making in Paris, both for its defence and for its health. They enjoyed riding together, reading, and listening to music. His attention to Margaret aroused a certain amount of jealousy in his mother, who tried to keep the couple apart as much as she could.[12]
|
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|
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In the 1230s, Nicholas Donin, a Jewish convert to Christianity, translated the Talmud and pressed 35 charges against it to Pope Gregory IX by quoting a series of passages about Jesus, Mary or Christianity that he considered blasphemous. There is a Talmudic passage, for example, where someone called Yeshu is sent to Hell to be boiled in excrement for eternity. Donin also selected an injunction of the Talmud that allegedly permits Jews to kill non-Jews.[citation needed]
|
30 |
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|
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+
This led to the Disputation of Paris, which took place in 1240 at the court of Louis IX. Rabbi Yechiel of Paris was called on to defend the Talmud against Donin's accusations. Louis IX's Catholic representatives condemned the Talmud and burned thousands of copies.[13]
|
32 |
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|
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When Louis was 15, his mother brought an end to the Albigensian Crusade in 1229. She signed an agreement with Count Raymond VII, Count of Toulouse, which cleared the latter's father of wrongdoing.[14] Raymond VI, Count of Toulouse had been suspected of murdering a preacher on a mission to convert the Cathars.[15]
|
34 |
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|
35 |
+
Louis went on two crusades: in his mid-30s in 1248 (Seventh Crusade), and then again in his mid-50s in 1270 (Eighth Crusade).
|
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|
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In 1248 Louis decided that his obligations as a son of the Church outweighed those of his throne, and he left his kingdom to participate in a Crusade, what for him was a disastrous six-year adventure. Since the base of Muslim power had shifted to Egypt, Louis did not march on the Holy Land. Any war against Islam was considered to fit the definition of a Crusade.[16]
|
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|
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Louis and his followers landed in Egypt on 5 June 1249 and began his campaign with the rapid capture of the port of Damietta.[16][17] This attack caused some disruption in the Muslim Ayyubid empire, especially as the current sultan, Al-Malik as-Salih Najm al-Din Ayyub, was on his deathbed. However, the march of Europeans from Damietta toward Cairo through the Nile River Delta went slowly. The seasonal rising of the Nile and the summer heat made it impossible for them to advance and follow up on their success.[18] During this time, the Ayyubid sultan died, and the sultan's wife Shajar al-Durr set in motion a sudden power shift that would make her Queen and eventually place the Egyptian army of the Mamluks in power.
|
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|
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On 8 February 1250 Louis lost his army at the Battle of Al Mansurah[19] and was captured by the Egyptians. His release was eventually negotiated in return for a ransom of 400,000 livres tournois (at the time France's annual revenue was only about 1,250,000 livres tournois) and the surrender of the city of Damietta.[20]
|
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|
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Following his release from Egyptian captivity, Louis spent four years in the Latin kingdoms of Acre, Caesarea, and Jaffa. He used his wealth to assist the Crusaders in rebuilding their defences[21] and conducted diplomacy with the Islamic powers of Syria and Egypt. In the spring of 1254 he and his surviving army returned to France.[16]
|
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|
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+
Louis exchanged multiple letters and emissaries with Mongol rulers of the period. During his first crusade in 1248, Louis was approached by envoys from Eljigidei, the Mongol military commander stationed in Armenia and Persia.[22] Eljigidei suggested that King Louis should land in Egypt, while Eljigidei attacked Baghdad, to prevent the Saracens of Egypt and those of Syria from joining forces. Louis sent André de Longjumeau, a Dominican priest, as an emissary to the Great Khan Güyük Khan (r. 1246–48) in Mongolia. Güyük died before the emissary arrived at his court, however, and no action was taken by the two parties. Instead Güyükq's queen and now regent, Oghul Qaimish, politely turned down the diplomatic offer.[23]
|
46 |
+
|
47 |
+
Louis dispatched another envoy to the Mongol court, the Franciscan William of Rubruck, who visited the Great Khan Möngke (1251–1259) in Mongolia. He spent several years at the Mongol court. In 1259, Berke, the ruler of the Golden Horde, westernmost part of the Mongolian Empire, demanded the submission of Louis.[24] By contrast, Mongolian emperors Möngke and Khubilai's brother, the Ilkhan Hulegu, sent a letter to the king of France seeking his military assistance, but the letter never reached France.[25]
|
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|
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In a parliament held at Paris, 24 March 1267, Louis and his three sons "took the cross." On hearing the reports of the missionaries, Louis resolved to land at Tunis, and he ordered his younger brother, Charles of Anjou, to join him there. The crusaders, among whom was the English prince Edward Longshanks, landed at Carthage 17 July 1270, but disease broke out in the camp. Many died of dysentery, and on 25 August, Louis himself died.[21][26]
|
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|
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Louis's patronage of the arts inspired much innovation in Gothic art and architecture. The style of his court was influential throughout Europe, both because of art objects purchased for export from Parisian masters, and by the marriage of the king's daughters and female relatives to foreign husbands. They became emissaries of Parisian models and styles elsewhere. Louis's personal chapel, the Sainte-Chapelle in Paris, which was known for its intricate stained-glass windows, was copied more than once by his descendants elsewhere. Louis is believed to have ordered the production of the Morgan Bible, a masterpiece of medieval painting.
|
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|
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During the so-called "golden century of Saint Louis", the kingdom of France was at its height in Europe, both politically and economically. Saint Louis was regarded as "primus inter pares", first among equals, among the kings and rulers of the continent. He commanded the largest army and ruled the largest and wealthiest kingdom, the European centre of arts and intellectual thought at the time. The foundations for the notable college of theology, later known as the Sorbonne, were laid in Paris about the year 1257.[18]
|
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|
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The prestige and respect felt by Europeans for King Louis IX were due more to the appeal of his personality than to military domination. For his contemporaries, he was the quintessential example of the Christian prince and embodied the whole of Christendom in his person. His reputation for fairness and even saintliness was already well established while he was alive, and on many occasions he was chosen as an arbiter in quarrels among the rulers of Europe.[1]
|
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|
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Shortly before 1256, Enguerrand IV, Lord of Coucy, arrested and without trial hanged three young squires of Laon, whom he accused of poaching in his forest. In 1256 Louis had the lord arrested and brought to the Louvre by his sergeants. Enguerrand demanded judgment by his peers and trial by battle, which the king refused because he thought it obsolete. Enguerrand was tried, sentenced, and ordered to pay 12,000 livres. Part of the money was to pay for masses to be said in perpetuity for the souls of the men he had hanged.
|
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|
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In 1258, Louis and James I of Aragon signed the Treaty of Corbeil to end areas of contention between them. By this treaty, Louis renounced his feudal overlordship over the County of Barcelona and Roussillon, which was held by the King of Aragon. James in turn renounced his feudal overlordship over several counties in southern France, including Provence and Languedoc. In 1259 Louis signed the Treaty of Paris, by which Henry III of England was confirmed in his possession of territories in southwestern France, and Louis received the provinces of Anjou, Normandy (Normandie), Poitou, Maine, and Touraine.[8]
|
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The perception of Louis IX as the exemplary Christian prince was reinforced by his religious zeal. Louis was an extremely devout Catholic, and he built the Sainte-Chapelle ("Holy Chapel"),[1] located within the royal palace complex (now the Paris Hall of Justice), on the Île de la Cité in the centre of Paris. Sainte Chapelle, a prime example of the Rayonnant style of Gothic architecture, was erected as a shrine for what Louis believed to be the Crown of Thorns and a fragment of the True Cross, supposed precious relics of the Passion of Christ. He acquired these in 1239–41 from Emperor Baldwin II of the Latin Empire of Constantinople. Louis agreed to pay off the imperial debt which Baldwin owed to Niccolo Quirino, a wealthy Venetian merchant, a debt to which Baldwin had pledged the Crown of Thorns as collateral.[27] Louis IX paid the exorbitant sum of 135,000 livres to clear this debt (the construction of the chapel, for comparison, cost only 60,000 livres).
|
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|
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Louis IX took very seriously his mission as "lieutenant of God on Earth", with which he had been invested when he was crowned in Reims. To fulfill this duty, he conducted two crusades. They contributed to his prestige, even though both ended disastrously. Everything he did was for what he saw as the glory of God and the good of his people. He protected the poor and was never heard to speak ill of anyone. He excelled in penance, leaving a hair shirt and a scourge which he had used in private practice. He had a great love for the Church. He was merciful even to rebels. When he was urged to execute a prince who had followed his father in rebellion, he refused, saying: "A son cannot refuse to obey his father."[9]
|
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|
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In 1230 the King forbade all forms of usury, defined at the time as any taking of interest and therefore covering most banking activities. When the original borrowers from Jewish and Lombard lenders could not be found, Louis exacted from those lenders a contribution toward the crusade which Pope Gregory was trying to launch.[18] At the urging of Pope Gregory IX, following the Disputation of Paris in 1240, Louis ordered in 1243 the burning in Paris of some 12,000 manuscript copies of the Talmud and other Jewish books. Eventually, the edict against the Talmud was overturned by Gregory IX's successor, Innocent IV.[28]
|
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Louis also expanded the scope of the Inquisition in France. He set the punishment for blasphemy to mutilation of the tongue and lips.[4] The area most affected by this expansion was southern France, where the Cathar sect had been strongest. The rate of confiscation of property from the Cathars and others reached its highest levels in the years before his first crusade, and slowed upon his return to France in 1254.
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In 1250, Louis headed a crusade to Egypt and was taken prisoner. During his captivity, he recited the Divine Office every day. After his release against ransom, he visited the Holy Land before returning to France.[9] In these deeds, Louis IX tried to fulfill what he believed was the duty of France as "the eldest daughter of the Church" (la fille aînée de l'Église), a tradition of protector of the Church going back to the Franks and Charlemagne, who had been crowned by Pope Leo III in Rome in 800. The kings of France were known in the church by the title "most Christian king" (Rex Christianissimus). The relationship between France and the papacy was at its peak in the 12th and 13th centuries. The popes called for most of the crusades from French soil.
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|
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Louis was renowned for his charity. Beggars were fed from his table: he ate their leavings; washed their feet; ministered to the wants of lepers, who were generally ostracized; and daily fed over one hundred poor. He founded many hospitals and houses: the House of the Filles-Dieu for reformed prostitutes; the Quinze-Vingt for 300 blind men (1254), and hospitals at Pontoise, Vernon, and Compiégne.[29]
|
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St. Louis installed a house of the Trinitarian Order at Fontainebleau, his chateau and estate near Paris. He chose Trinitarians as his chaplains, and was accompanied by them on his crusades. In his spiritual testament he wrote: "My dearest son, you should permit yourself to be tormented by every kind of martyrdom before you would allow yourself to commit a mortal sin."[9]
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Louis and Margaret's two royal children who died in infancy were first buried at the Cistercian abbey of Royaumont. In 1820 they were transferred and reinterred to Saint-Denis Basilica.[33]
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During his second crusade, Louis died at Tunis on 25 August 1270, in an epidemic of dysentery that swept through his army.[26][34][35] According to European custom, his body was subjected to the process known as mos Teutonicus prior to his remains being returned to France. (This was a postmortem funerary custom used in medieval Europe whereby the flesh was boiled from the body, so that the bones of the deceased could be transported hygienically from distant lands back home). This was not the common practice for Muslim burials. [36] Louis was succeeded by his son, Philip III.
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Louis's younger brother, Charles I of Naples, preserved his heart and intestines, and conveyed them for burial in the cathedral of Monreale near Palermo.[37] Louis's bones were carried overland in a lengthy processional across Sicily, Italy, the Alps, and France, until they were interred in the royal necropolis at Saint-Denis in May 1271.[38] Charles and Philip II later dispersed a number of relics to promote his veneration.[39]
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Pope Boniface VIII proclaimed the canonisation of Louis in 1297;[40] he is the only French king to be declared a saint.[41] Louis IX is often considered the model of the ideal Christian monarch.[40] The influence of his canonization was so great that many of his successors were named Louis after him.
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Named in his honour, the Sisters of Charity of St. Louis is a Roman Catholic religious order founded in Vannes, France, in 1803.[42] A similar order, the Sisters of St Louis, was founded in Juilly in 1842.[43][44]
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He is honoured as co-patron of the Third Order of St. Francis, which claims him as a member of the Order. Even in childhood, his compassion for the poor and suffering people were known to those who were close to him. When he became king, over a hundred poor people were served meals in his house on ordinary days. Often the king served these guests himself. Such acts of charity, coupled with Louis's devout religious practices, gave rise to the legend that he joined the Third Order of St. Francis. Though it is unlikely that Louis did join the order, his life and actions proclaimed him as one of them in spirit.[6]
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Many countries in which French speakers and Catholicism were prevalent named places after King Louis:
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The French royal Order of Saint Louis (1693–1790 and 1814–1830),[citation needed] the Île Saint-Louis,[48] and a hospital in the 10th arrondissement of Paris[citation needed] also bear his name.The Cathedral Saint-Louis in Versailles;[citation needed] the Basilica of St. Louis, King of France completed in 1834 and the Cathedral Basilica of St. Louis completed in 1914, both in St. Louis, Missouri;[citation needed] and the St. Louis Cathedral in New Orleans were also named for the king.[citation needed] The national church of France in Rome also carries his name: San Luigi dei Francesi in Italian, or Saint Louis of France in English.[citation needed] Also the Cathedral of St Louis in Plovdiv, Bulgaria[citation needed], the Church of St Louis in Moscow, Russia,[citation needed] and rue Saint Louis of Pondicherry, India.[citation needed]
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A bas-relief of St. Louis is one of the carved portraits of historic lawmakers that adorns the chamber of the United States House of Representatives.
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Saint Louis is also portrayed on a frieze depicting a timeline of important lawgivers throughout world history, on the North Wall of the Courtroom at the Supreme Court of the United States.[49]
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A statue of St. Louis by the sculptor John Donoghue stands on the roofline of the New York State Appellate Division Court at 27 Madison Avenue in New York City.
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The Apotheosis of St. Louis is an equestrian statue of the saint, by Charles Henry Niehaus, that stands in front of the Saint Louis Art Museum in Forest Park.
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A heroic portrait by Baron Charles de Steuben hangs in the Basilica of the National Shrine of the Assumption of the Blessed Virgin Mary in Baltimore. An 1821 gift of King Louis XVIII of France, it depicts St. Louis burying his plague-stricken troops before the siege of Tunis at the beginning of the Eighth Crusade in 1270.
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1 |
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Louisiana (/luˌiːziˈænə/ (listen), /ˌluːzi-/ (listen))[a] is a state in the Deep South region of the South Central United States. It is the 19th-smallest by area and the 25th most populous of the 50 U.S. states. Louisiana is bordered by the state of Texas to the west, Arkansas to the north, Mississippi to the east, and the Gulf of Mexico to the south. A large part of its eastern boundary is demarcated by the Mississippi River. Louisiana is the only U.S. state with political subdivisions termed parishes, which are equivalent to counties. The state's capital is Baton Rouge, and its largest city is New Orleans.
|
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Much of the state's lands were formed from sediment washed down the Mississippi River, leaving enormous deltas and vast areas of coastal marsh and swamp.[citation needed] These contain a rich southern biota; typical examples include birds such as ibis and egrets. There are also many species of tree frogs, and fish such as sturgeon and paddlefish. In more elevated areas, fire is a natural process in the landscape and has produced extensive areas of longleaf pine forest and wet savannas. These support an exceptionally large number of plant species, including many species of terrestrial orchids and carnivorous plants.[citation needed] Louisiana has more Native American tribes than any other southern state, including four that are federally recognized, ten that are state recognized, and four that have not received recognition.[9]
|
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Some Louisiana urban environments have a multicultural, multilingual heritage, being so strongly influenced by a mixture of 18th-century French, Italian, Haitian, Spanish, Native American, and African cultures that they are considered to be exceptional in the U.S. Before the American purchase of the territory in 1803, the present-day State of Louisiana had been both a French colony and for a brief period a Spanish one. In addition, colonists imported numerous African people as slaves in the 18th century. Many came from peoples of the same region of West Africa, thus concentrating their culture. In the post-Civil War environment, Anglo-Americans increased the pressure for Anglicization, and in 1921, English was for a time made the sole language of instruction in Louisiana schools before a policy of multilingualism was revived in 1974.[10][11] There has never been an official language in Louisiana, and the state constitution enumerates "the right of the people to preserve, foster, and promote their respective historic, linguistic, and cultural origins".[10]
|
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|
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Like other states in the Deep South region, Louisiana frequently ranks low in terms of health, education, and development, and high in measures of poverty.[12][13][14] In 2018, Louisiana was ranked as the least healthy state in the country, with high levels of drug-related deaths and excessive alcohol consumption, while it has had the highest homicide rate in the United States since at least the 1990s.[15][16][17]
|
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|
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Louisiana was named after Louis XIV, King of France from 1643 to 1715. When René-Robert Cavelier, Sieur de La Salle claimed the territory drained by the Mississippi River for France, he named it La Louisiane.[18] The suffix ‑ana (or ‑ane) is a Latin suffix that can refer to "information relating to a particular individual, subject, or place". Thus, roughly, Louis + ana carries the idea of "related to Louis". Once part of the French Colonial Empire, the Louisiana Territory stretched from present-day Mobile Bay to just north of the present-day Canada–United States border, including a small part of what is now the Canadian provinces of Alberta and Saskatchewan.
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The Gulf of Mexico did not exist 250 million years ago when there was but one supercontinent, Pangea. As Pangea split apart, the Atlantic Ocean and Gulf of Mexico opened. Louisiana slowly developed, over millions of years, from water into land, and from north to south.[citation needed] The oldest rocks are exposed in the north, in areas such as the Kisatchie National Forest. The oldest rocks date back to the early Cenozoic Era, some 60 million years ago. The history of the formation of these rocks can be found in D. Spearing's Roadside Geology of Louisiana.[19]
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The youngest parts of the state were formed during the last 12,000 years as successive deltas of the Mississippi River: the Maringouin, Teche, St. Bernard, Lafourche, the modern Mississippi, and now the Atchafalaya.[20] The sediments were carried from north to south by the Mississippi River.
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In between the Tertiary rocks of the north, and the relatively new sediments along the coast, is a vast belt known as the Pleistocene Terraces. Their age and distribution can be largely related to the rise and fall of sea levels during past ice ages. In general, the northern terraces have had sufficient time for rivers to cut deep channels, while the newer terraces tend to be much flatter.[21]
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Salt domes are also found in Louisiana. Their origin can be traced back to the early Gulf of Mexico when the shallow ocean had high rates of evaporation. There are several hundred salt domes in the state; one of the most familiar is Avery Island, Louisiana.[22] Salt domes are important not only as a source of salt; they also serve as underground traps for oil and gas.[23]
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Louisiana is bordered to the west by Texas; to the north by Arkansas; to the east by Mississippi; and to the south by the Gulf of Mexico.
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The state may properly be divided into two parts, the uplands of the north, and the alluvial along the coast. The alluvial region includes low swamp lands, coastal marshlands and beaches, and barrier islands that cover about 20,000 square miles (52,000 km2). This area lies principally along the Gulf of Mexico and the Mississippi River, which traverses the state from north to south for a distance of about 600 mi (970 km) and empties into the Gulf of Mexico; the Red River; the Ouachita River and its branches; and other minor streams (some of which are called bayous).
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The breadth of the alluvial region along the Mississippi is from 10 to 60 miles (15 to 100 km), and along the other rivers, the alluvial region averages about 10 miles (15 km) across. The Mississippi River flows along a ridge formed by its natural deposits (known as a levee), from which the lands decline toward a river beyond at an average fall of six feet per mile (3 m/km). The alluvial lands along other streams present similar features.
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The higher and contiguous hill lands of the north and northwestern part of the state have an area of more than 25,000 square miles (65,000 km2). They consist of prairie and woodlands. The elevations above sea level range from 10 feet (3 m) at the coast and swamp lands to 50 and 60 feet (15–18 m) at the prairie and alluvial lands. In the uplands and hills, the elevations rise to Driskill Mountain, the highest point in the state only 535 feet (163 m) above sea level. From 1932 to 2010 the state lost 1,800 square miles due to rises in sea level and erosion. The Louisiana Coastal Protection and Restoration Authority (CPRA) spends around $1 billion per year to help shore up and protect Louisiana shoreline and land in both federal and state funding.[24]
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Besides the waterways already named, there are the Sabine, forming the western boundary; and the Pearl, the eastern boundary; the Calcasieu, the Mermentau, the Vermilion, Bayou Teche, the Atchafalaya, the Boeuf, Bayou Lafourche, the Courtableau River, Bayou D'Arbonne, the Macon River, the Tensas, Amite River, the Tchefuncte, the Tickfaw, the Natalbany River, and a number of other smaller streams, constituting a natural system of navigable waterways, aggregating over 4,000 miles (6,400 km) long.
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The state also has political jurisdiction over the approximately 3-mile (4.8 km)-wide portion of subsea land of the inner continental shelf in the Gulf of Mexico. Through a peculiarity of the political geography of the United States, this is substantially less than the 9-mile (14 km)-wide jurisdiction of nearby states Texas and Florida, which, like Louisiana, have extensive Gulf coastlines.[25]
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The southern coast of Louisiana in the United States is among the fastest-disappearing areas in the world. This has largely resulted from human mismanagement of the coast (see Wetlands of Louisiana). At one time, the land was added to when spring floods from the Mississippi River added sediment and stimulated marsh growth; the land is now shrinking. There are multiple causes.[26][27]
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Artificial levees block spring flood water that would bring fresh water and sediment to marshes. Swamps have been extensively logged, leaving canals and ditches that allow salt water to move inland. Canals dug for the oil and gas industry also allow storms to move sea water inland, where it damages swamps and marshes. Rising sea waters have exacerbated the problem. Some researchers estimate that the state is losing a landmass equivalent to 30 football fields every day. There are many proposals to save coastal areas by reducing human damage, including restoring natural floods from the Mississippi. Without such restoration, coastal communities will continue to disappear.[28] And as the communities disappear, more and more people are leaving the region.[29] Since the coastal wetlands support an economically important coastal fishery, the loss of wetlands is adversely affecting this industry.
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Louisiana has a humid subtropical climate (Köppen climate classification Cfa), with long, hot, humid summers and short, mild winters. The subtropical characteristics of the state are due to its low latitude, low lying topography, and the influence of the Gulf of Mexico, which at its farthest point is no more than 200 mi (320 km) away.
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Rain is frequent throughout the year, although from April to September is slightly wetter than the rest of the year, which is the state's wet season. There is a dip in precipitation in October. In summer, thunderstorms build during the heat of the day and bring intense but brief, tropical downpours. In winter, rainfall is more frontal and less intense.
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Summers in southern Louisiana have high temperatures from June through September averaging 90 °F (32 °C) or more, and overnight lows averaging above 70 °F (21 °C). At times, temperatures in the 90s F, combined with dew points in the upper 70s F, create sensible temperatures over 120 °F (49 °C). The humid, thick, jungle-like heat in southern Louisiana is a famous subject of countless stories and movies.
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Temperatures are generally warm in the winter in the southern part of the state, with highs around New Orleans, Baton Rouge, the rest of south Louisiana, and the Gulf of Mexico averaging 66 °F (19 °C). The northern part of the state is mildly cool in the winter, with highs averaging 59 °F (15 °C). The overnight lows in the winter average well above freezing throughout the state, with 46 °F (8 °C) the average near the Gulf and an average low of 37 °F (3 °C) in the winter in the northern part of the state.
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On occasion, cold fronts from low-pressure centers to the north, reach Louisiana in winter. Low temperatures near 20 °F (−8 °C) occur on occasion in the northern part of the state but rarely do so in the southern part of the state. Snow is rare near the Gulf of Mexico, although residents in the northern parts of the state might receive a dusting of snow a few times each decade. Louisiana's highest recorded temperature is 114 °F (46 °C) in Plain Dealing on August 10, 1936, while the coldest recorded temperature is −16 °F (−27 °C) at Minden on February 13, 1899.
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Louisiana is often affected by tropical cyclones and is very vulnerable to strikes by major hurricanes, particularly the lowlands around and in the New Orleans area. The unique geography of the region, with the many bayous, marshes and inlets, can result in water damage across a wide area from major hurricanes. The area is also prone to frequent thunderstorms, especially in the summer.[31]
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The entire state averages over 60 days of thunderstorms a year, more than any other state except Florida. Louisiana averages 27 tornadoes annually. The entire state is vulnerable to a tornado strike, with the extreme southern portion of the state slightly less so than the rest of the state. Tornadoes are more common from January to March in the southern part of the state, and from February through March in the northern part of the state.[31]
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Owing to its location and geology, the state has high biological diversity. Some vital areas, such as southwestern prairie, have experienced a loss in excess of 98 percent. The pine flatwoods are also at great risk, mostly from fire suppression and urban sprawl.[citation needed] There is not yet a properly organized system of natural areas to represent and protect Louisiana's biological diversity. Such a system would consist of a protected system of core areas linked by biological corridors, such as Florida is planning.[41]
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Louisiana contains a number of areas which, to varying degrees, prevent people from using them.[42] In addition to National Park Service areas and a United States National Forest, Louisiana operates a system of state parks, state historic sites, one state preservation area, one state forest, and many Wildlife Management Areas.
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One of Louisiana's largest government-owned areas is Kisatchie National Forest. It is some 600,000 acres in area, more than half of which is flatwoods vegetation, which supports many rare plant and animal species.[citation needed] These include the Louisiana pinesnake and red-cockaded woodpecker. The system of government-owned cypress swamps around Lake Pontchartrain is another large area, with southern wetland species including egrets, alligators, and sturgeon. At least 12 core areas would be needed to build a "protected areas system" for the state; these would range from southwestern prairies, to the Pearl River Floodplain in the east, to the Mississippi River alluvial swamps in the north.[citation needed]
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Historic or scenic areas managed, protected, or otherwise recognized by the National Park Service include:
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Louisiana operates a system of 22 state parks, 17 state historic sites and one state preservation area.
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Louisiana has 955,973 acres, in four ecoregions under the wildlife management of the Louisiana Department of Wildlife and Fisheries. The Nature Conservancy also owns and manages a set of natural areas.
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The Louisiana Natural and Scenic Rivers System provides a degree of protection for 51 rivers, streams and bayous in the state. It is administered by the Louisiana Department of Wildlife and Fisheries.[43]
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The Louisiana Department of Transportation and Development is the state government organization in charge of maintaining public transportation, roadways, bridges, canals, select levees, floodplain management, port facilities, commercial vehicles, and aviation which includes 69 airports.
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The Intracoastal Waterway is an important means of transporting commercial goods such as petroleum and petroleum products, agricultural produce, building materials and manufactured goods.
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In 2011, Louisiana ranked among the five deadliest states for debris/litter-caused vehicle accidents per total number of registered vehicles and population size. Figures derived from[44] the NHTSA show at least 25 persons in Louisiana were killed per year in motor vehicle collisions with non-fixed objects, including debris, dumped litter, animals and their carcasses.
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Louisiana was inhabited by Native Americans for many millennia before the arrival of Europeans in the 16th century. During the Middle Archaic period, Louisiana was the site of the earliest mound complex in North America and one of the earliest dated, complex constructions in the Americas, the Watson Brake site near present-day Monroe. An 11-mound complex, it was built about 5400 BP (3500 BC).[45] The Middle Archaic sites of Caney and Frenchman's Bend have also been securely dated to 5600–5000 BP (3700–3100 BC), demonstrating that seasonal hunter-gatherers organized to build complex earthwork constructions in present-day northern Louisiana. These discoveries overturned previous assumptions in archaeology that such complex mounds were built only by cultures of more settled peoples who were dependent on maize cultivation. The Hedgepeth Site in Lincoln Parish is more recent, dated to 5200–4500 BP (3300–2600 BC).[46]
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Nearly 2,000 years later, Poverty Point was built; it is the largest and best-known Late Archaic site in the state. The city of modern-day Epps developed near it. The Poverty Point culture may have reached its peak around 1500 BC, making it the first complex culture, and possibly the first tribal culture in North America.[47] It lasted until approximately 700 BC.
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The Poverty Point culture was followed by the Tchefuncte and Lake Cormorant cultures of the Tchula period, local manifestations of Early Woodland period. The Tchefuncte culture were the first people in the area of Louisiana to make large amounts of pottery.[48] These cultures lasted until AD 200. The Middle Woodland period started in Louisiana with the Marksville culture in the southern and eastern part of the state, reaching across the Mississippi River to the east around Natchez[49] and the Fourche Maline culture in the northwestern part of the state. The Marksville culture was named after the Marksville Prehistoric Indian Site in Avoyelles Parish.
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These cultures were contemporaneous with the Hopewell cultures of present-day Ohio and Illinois, and participated in the Hopewell Exchange Network. Trade with peoples to the southwest brought the bow and arrow.[50] The first burial mounds were built at this time.[51] Political power began to be consolidated, as the first platform mounds at ritual centers were constructed for the developing hereditary political and religious leadership.[51]
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By 400 the Late Woodland period had begun with the Baytown culture, Troyville culture, and Coastal Troyville during the Baytown Period and were succeeded by the Coles Creek cultures. Where the Baytown peoples built dispersed settlements, the Troyville people instead continued building major earthwork centers.[52][53][54] Population increased dramatically and there is strong evidence of a growing cultural and political complexity. Many Coles Creek sites were erected over earlier Woodland period mortuary mounds. Scholars have speculated that emerging elites were symbolically and physically appropriating dead ancestors to emphasize and project their own authority.[55]
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The Mississippian period in Louisiana was when the Plaquemine and the Caddoan Mississippian cultures developed, and the peoples adopted extensive maize agriculture, cultivating different strains of the plant by saving seeds, selecting for certain characteristics, etc. The Plaquemine culture in the lower Mississippi River Valley in western Mississippi and eastern Louisiana began in 1200 and continued to about 1600. Examples in Louisiana include the Medora Site, the archaeological type site for the culture in West Baton Rouge Parish whose characteristics helped define the culture,[56] the Atchafalaya Basin Mounds in St Mary Parish,[57] the Fitzhugh Mounds in Madison Parish,[58] the Scott Place Mounds in Union Parish,[59] and the Sims Site in St Charles Parish.[60]
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Plaquemine culture was contemporaneous with the Middle Mississippian culture that is represented by its largest settlement, the Cahokia site in Illinois east of St. Louis, Missouri. At its peak Cahokia is estimated to have had a population of more than 20,000. The Plaquemine culture is considered ancestral to the historic Natchez and Taensa peoples, whose descendants encountered Europeans in the colonial era.[61]
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By 1000 in the northwestern part of the state, the Fourche Maline culture had evolved into the Caddoan Mississippian culture. The Caddoan Mississippians occupied a large territory, including what is now eastern Oklahoma, western Arkansas, northeast Texas, and northwest Louisiana. Archaeological evidence has demonstrated that the cultural continuity is unbroken from prehistory to the present. The Caddo and related Caddo-language speakers in prehistoric times and at first European contact were the direct ancestors of the modern Caddo Nation of Oklahoma of today.[62] Significant Caddoan Mississippian archaeological sites in Louisiana include Belcher Mound Site in Caddo Parish[63] and Gahagan Mounds Site in Red River Parish.[64]
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Many current place names in Louisiana, including Atchafalaya, Natchitouches (now spelled Natchitoches), Caddo, Houma, Tangipahoa, and Avoyel (as Avoyelles), are transliterations of those used in various Native American languages.
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The first European explorers to visit Louisiana came in 1528 when a Spanish expedition led by Pánfilo de Narváez located the mouth of the Mississippi River. In 1542, Hernando de Soto's expedition skirted to the north and west of the state (encountering Caddo and Tunica groups) and then followed the Mississippi River down to the Gulf of Mexico in 1543. Spanish interest in Louisiana faded away for a century and a half.
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In the late 17th century, French and French Canadian expeditions, which included sovereign, religious and commercial aims, established a foothold on the Mississippi River and Gulf Coast. With its first settlements, France laid claim to a vast region of North America and set out to establish a commercial empire and French nation stretching from the Gulf of Mexico to Canada.
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In 1682, the French explorer Robert Cavelier de La Salle named the region Louisiana to honor King Louis XIV of France. The first permanent settlement, Fort Maurepas (at what is now Ocean Springs, Mississippi, near Biloxi), was founded in 1699 by Pierre Le Moyne d'Iberville, a French military officer from Canada. By then the French had also built a small fort at the mouth of the Mississippi at a settlement they named La Balise (or La Balize), "seamark" in French. By 1721 they built a 62-foot (19 m) wooden lighthouse-type structure here to guide ships on the river.[65]
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A royal ordinance of 1722—following the Crown's transfer of the Illinois Country's governance from Canada to Louisiana—may have featured the broadest definition of Louisiana: all land claimed by France south of the Great Lakes between the Rocky Mountains and the Alleghenies.[66] A generation later, trade conflicts between Canada and Louisiana led to a more defined boundary between the French colonies; in 1745, Louisiana governor general Vaudreuil set the northern and eastern bounds of his domain as the Wabash valley up to the mouth of the Vermilion River (near present-day Danville, Illinois); from there, northwest to le Rocher on the Illinois River, and from there west to the mouth of the Rock River (at present day Rock Island, Illinois).[66] Thus, Vincennes and Peoria were the limit of Louisiana's reach; the outposts at Ouiatenon (on the upper Wabash near present-day Lafayette, Indiana), Chicago, Fort Miamis (near present-day Fort Wayne, Indiana), and Prairie du Chien, Wisconsin, operated as dependencies of Canada.[66]
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The settlement of Natchitoches (along the Red River in present-day northwest Louisiana) was established in 1714 by Louis Juchereau de St. Denis, making it the oldest permanent European settlement in the modern state of Louisiana. The French settlement had two purposes: to establish trade with the Spanish in Texas via the Old San Antonio Road, and to deter Spanish advances into Louisiana. The settlement soon became a flourishing river port and crossroads, giving rise to vast cotton kingdoms along the river that were worked by imported African slaves. Over time, planters developed large plantations and built fine homes in a growing town. This became a pattern repeated in New Orleans and other places, although the commodity crop in the south was primarily sugar cane.
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Louisiana's French settlements contributed to further exploration and outposts, concentrated along the banks of the Mississippi and its major tributaries, from Louisiana to as far north as the region called the Illinois Country, around present-day St. Louis, Missouri. The latter was settled by French colonists from Illinois.
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Initially, Mobile and then Biloxi served as the capital of La Louisiane. Recognizing the importance of the Mississippi River to trade and military interests, and wanting to protect the capital from severe coastal storms, France developed New Orleans from 1722 as the seat of civilian and military authority south of the Great Lakes. From then until the United States acquired the territory in the Louisiana Purchase of 1803, France and Spain jockeyed for control of New Orleans and the lands west of the Mississippi.
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In the 1720s, German immigrants settled along the Mississippi River, in a region referred to as the German Coast.
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France ceded most of its territory to the east of the Mississippi to Great Britain in 1763, in the aftermath of Britain's victory in the Seven Years' War (generally referred to in North America as the French and Indian War). The rest of Louisiana, including the area around New Orleans and the parishes around Lake Pontchartrain, had become a colony of Spain by the Treaty of Fontainebleau (1762). The transfer of power on either side of the river would be delayed until later in the decade.
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In 1765, during Spanish rule, several thousand French-speaking refugees from the region of Acadia (now Nova Scotia, New Brunswick, and Prince Edward Island, Canada) made their way to Louisiana after having been expelled from their homelands by the British during the French and Indian War. They settled chiefly in the southwestern Louisiana region now called Acadiana. The Spanish, eager to gain more Catholic settlers, welcomed the Acadian refugees, the ancestors of Louisiana's Cajuns.
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Spanish Canary Islanders, called Isleños, emigrated from the Canary Islands of Spain to Louisiana under the Spanish crown between 1778 and 1783.
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In 1800, France's Napoleon Bonaparte reacquired Louisiana from Spain in the Treaty of San Ildefonso, an arrangement kept secret for two years.
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Jean-Baptiste Le Moyne, Sieur de Bienville brought the first two African slaves to Louisiana in 1708, transporting them from a French colony in the West Indies. In 1709, French financier Antoine Crozat obtained a monopoly of commerce in La Louisiane, which extended from the Gulf of Mexico to what is now Illinois. "That concession allowed him to bring in a cargo of blacks from Africa every year," the British historian Hugh Thomas wrote.[67] Physical conditions, including disease, were so harsh there was high mortality among both the colonists and the slaves, resulting in continuing demand and importation of slaves.
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Starting in 1719, traders began to import slaves in higher numbers; two French ships, the Du Maine and the Aurore, arrived in New Orleans carrying more than 500 black slaves coming from Africa. Previous slaves in Louisiana had been transported from French colonies in the West Indies. By the end of 1721, New Orleans counted 1,256 inhabitants, of whom about half were slaves.
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In 1724, the French government issued a law called the Code Noir ("Black Code" in English) which "regulate[d] the interaction of whites [blancs] and blacks [noirs] in its colony of Louisiana[68] (which was much larger than the current state of Louisiana). The law consisted of 57 articles, which regulated religion in the colony, outlawed "interracial" marriages (those between people of different skin color, the varying shades of which were also defined by law), restricted manumission, outlined legal punishment of slaves for various offenses, and defined some obligations of owners to their slaves. The main intent of the French government was to assert control over the slave system of agriculture in Louisiana and to impose restrictions on slaveowners there. In practice, the Code Noir was exceedingly difficult to enforce from afar. Some priests continued to perform interracial marriage ceremonies, for example, and some slaveholders continued to manumit slaves without permission while others punished slaves brutally.
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Article II of the Code Noir of 1724 required owners to provide their slaves with religious education in the state religion, Roman Catholicism. Sunday was to be a day of rest for slaves. On days off, slaves were expected to feed and take care of themselves. During the 1740s economic crisis in the colony, owners had trouble feeding their slaves and themselves. Giving them time off also effectively gave more power to slaves, who started cultivating their own gardens and crafting items for sale as their own property. They began to participate in the economic development of the colony while at the same time increasing independence and self-subsistence.
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Article VI of the Code Noir forbade mixed marriages, forbade but did little to protect slave women from rape by their owners, overseers or other slaves. On balance, the Code benefitted the owners but had more protections and flexibility than did the institution of slavery in the southern Thirteen Colonies.
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The Louisiana Black Code of 1806 made the cruel punishment of slaves a crime, but owners and overseers were seldom prosecuted for such acts.[69]
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Fugitive slaves, called maroons, could easily hide in the backcountry of the bayous and survive in small settlements. The word "maroon" comes from the Spanish "cimarron", meaning "fugitive cattle".
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In the late 18th century, the last Spanish governor of the Louisiana territory wrote:
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Truly, it is impossible for lower Louisiana to get along without slaves and with the use of slaves, the colony had been making great strides toward prosperity and wealth.[70]
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When the United States purchased Louisiana in 1803, it was soon accepted that enslaved Africans could be brought to Louisiana as easily as they were brought to neighboring Mississippi, though it violated U.S. law to do so.[70] Despite demands by United States Rep. James Hillhouse and by the pamphleteer Thomas Paine to enforce existing federal law against slavery in the newly acquired territory,[70] slavery prevailed because it was the source of great profits and the lowest-cost labor.
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At the start of the 19th century, Louisiana was a small producer of sugar with a relatively small number of slaves, compared to Saint-Domingue and the West Indies. It soon thereafter became a major sugar producer as new settlers arrived to develop plantations. William C. C. Claiborne, Louisiana's first United States governor, said African slave labor was needed because white laborers "cannot be had in this unhealthy climate".[71] Hugh Thomas wrote that Claiborne was unable to enforce the abolition of the African slave trade, which the U.S. and Great Britain adopted in 1808. The United States continued to protect the domestic slave trade, including the coastwise trade—the transport of slaves by ship along the Atlantic Coast and to New Orleans and other Gulf ports.
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By 1840, New Orleans had the biggest slave market in the United States, which contributed greatly to the economy of the city and of the state. New Orleans had become one of the wealthiest cities, and the third largest city, in the nation.[72] The ban on the African slave trade and importation of slaves had increased demand in the domestic market. During the decades after the American Revolutionary War, more than one million enslaved African Americans underwent forced migration from the Upper South to the Deep South, two thirds of them in the slave trade. Others were transported by their owners as slaveholders moved west for new lands.[73][74]
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With changing agriculture in the Upper South as planters shifted from tobacco to less labor-intensive mixed agriculture, planters had excess laborers. Many sold slaves to traders to take to the Deep South. Slaves were driven by traders overland from the Upper South or transported to New Orleans and other coastal markets by ship in the coastwise slave trade. After sales in New Orleans, steamboats operating on the Mississippi transported slaves upstream to markets or plantation destinations at Natchez and Memphis.
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Spanish occupation of Louisiana lasted from 1769 to 1800. Beginning in the 1790s, waves of immigration took place from Saint-Domingue, following a slave rebellion that started in 1791. Over the next decade, thousands of migrants landed in Louisiana from the island, including ethnic Europeans, free people of color, and African slaves, some of the latter brought in by each free group. They greatly increased the French-speaking population in New Orleans and Louisiana, as well as the number of Africans, and the slaves reinforced African culture in the city. The process of gaining independence in Saint-Domingue was complex, but uprisings continued. In 1803, France pulled out its surviving troops from the island, having suffered the loss of two-thirds sent to the island two years before, mostly to yellow fever. In 1804, Haiti, the second republic in the western hemisphere, proclaimed its independence, achieved by slave leaders.[75]
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Pierre Clément de Laussat (Governor, 1803) said: "Saint-Domingue was, of all our colonies in the Antilles, the one whose mentality and customs influenced Louisiana the most."[76]
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When the United States won its independence from Great Britain in 1783, one of its major concerns was having a European power on its western boundary, and the need for unrestricted access to the Mississippi River. As American settlers pushed west, they found that the Appalachian Mountains provided a barrier to shipping goods eastward. The easiest way to ship produce was to use a flatboat to float it down the Ohio and Mississippi Rivers to the port of New Orleans, where goods could be put on ocean-going vessels. The problem with this route was that the Spanish owned both sides of the Mississippi below Natchez.
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Napoleon's ambitions in Louisiana involved the creation of a new empire centered on the Caribbean sugar trade. By the terms of the Treaty of Amiens of 1802, Great Britain returned ownership of the islands of Martinique and Guadaloupe to the French. Napoleon looked upon Louisiana as a depot for these sugar islands, and as a buffer to U.S. settlement. In October 1801 he sent a large military force to take back Saint-Domingue, then under control of Toussaint Louverture after a slave rebellion.
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When the army led by Napoleon's brother-in-law Leclerc was defeated, Napoleon decided to sell Louisiana.
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Thomas Jefferson, third president of the United States, was disturbed by Napoleon's plans to re-establish French colonies in America. With the possession of New Orleans, Napoleon could close the Mississippi to U.S. commerce at any time. Jefferson authorized Robert R. Livingston, U.S. Minister to France, to negotiate for the purchase of the City of New Orleans, portions of the east bank of the Mississippi, and free navigation of the river for U.S. commerce. Livingston was authorized to pay up to $2 million.
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An official transfer of Louisiana to French ownership had not yet taken place, and Napoleon's deal with the Spanish was a poorly kept secret on the frontier. On October 18, 1802, however, Juan Ventura Morales, Acting Intendant of Louisiana, made public the intention of Spain to revoke the right of deposit at New Orleans for all cargo from the United States. The closure of this vital port to the United States caused anger and consternation. Commerce in the west was virtually blockaded. Historians believe the revocation of the right of deposit was prompted by abuses by the Americans, particularly smuggling, and not by French intrigues as was believed at the time. President Jefferson ignored public pressure for war with France, and appointed James Monroe a special envoy to Napoleon, to assist in obtaining New Orleans for the United States. Jefferson also raised the authorized expenditure to $10 million.
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However, on April 11, 1803, French Foreign Minister Talleyrand surprised Livingston by asking how much the United States was prepared to pay for the entirety of Louisiana, not just New Orleans and the surrounding area (as Livingston's instructions covered). Monroe agreed with Livingston that Napoleon might withdraw this offer at any time (leaving them with no ability to obtain the desired New Orleans area), and that approval from President Jefferson might take months, so Livingston and Monroe decided to open negotiations immediately. By April 30, they closed a deal for the purchase of the entire Louisiana territory of 828,000 square miles (2,100,000 km2) for 60 million Francs (approximately $15 million).
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Part of this sum, $3.5 million, was used to forgive debts owed by France to the United States.[78] The payment was made in United States bonds, which Napoleon sold at face value to the Dutch firm of Hope and Company, and the British banking house of Baring, at a discount of 87½ per each $100 unit. As a result, France received only $8,831,250 in cash for Louisiana. English banker Alexander Baring conferred with Marbois in Paris, shuttled to the United States to pick up the bonds, took them to Britain, and returned to France with the money—which Napoleon used to wage war against Baring's own country.
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When news of the purchase reached the United States, Jefferson was surprised. He had authorized the expenditure of $10 million for a port city, and instead received treaties committing the government to spend $15 million on a land package which would double the size of the country. Jefferson's political opponents in the Federalist Party argued the Louisiana purchase was a worthless desert,[79] and that the Constitution did not provide for the acquisition of new land or negotiating treaties without the consent of the Senate. What really worried the opposition was the new states which would inevitably be carved from the Louisiana territory, strengthening Western and Southern interests in Congress, and further reducing the influence of New England Federalists in national affairs. President Jefferson was an enthusiastic supporter of westward expansion, and held firm in his support for the treaty. Despite Federalist objections, the U.S. Senate ratified the Louisiana treaty on October 20, 1803.
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By statute enacted on October 31, 1803, President Thomas Jefferson was authorized to take possession of the territories ceded by France and provide for initial governance.[80] A transfer ceremony was held in New Orleans on November 29, 1803. Since the Louisiana territory had never officially been turned over to the French, the Spanish took down their flag, and the French raised theirs. The following day, General James Wilkinson accepted possession of New Orleans for the United States. A similar ceremony was held in St. Louis on March 9, 1804, when a French tricolor was raised near the river, replacing the Spanish national flag. The following day, Captain Amos Stoddard of the First U.S. Artillery marched his troops into town and had the American flag run up the fort's flagpole. The Louisiana territory was officially transferred to the United States government, represented by Meriwether Lewis.
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The Louisiana Territory, purchased for less than three cents an acre, doubled the size of the United States overnight, without a war or the loss of a single American life, and set a precedent for the purchase of territory. It opened the way for the eventual expansion of the United States across the continent to the Pacific.
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Shortly after the United States took possession, the area was divided into two territories along the 33rd parallel north on March 26, 1804, thereby organizing the Territory of Orleans to the south and the District of Louisiana (subsequently formed as the Louisiana Territory) to the north.[81]
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Louisiana became the eighteenth U.S. state on April 30, 1812; the Territory of Orleans became the State of Louisiana and the Louisiana Territory was simultaneously renamed the Missouri Territory.[82] An area known as the Florida Parishes was soon annexed into the state of Louisiana on April 14, 1812.[83]
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From 1824 to 1861, Louisiana moved from a political system based on personality and ethnicity to a distinct two-party system, with Democrats competing first against Whigs, then Know Nothings, and finally only other Democrats.[84]
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According to the 1860 census, 331,726 people were enslaved, nearly 47% of the state's total population of 708,002.[85] The strong economic interest of elite whites in maintaining the slave society contributed to Louisiana's decision to secede from the Union on January 26, 1861.[86] It followed other Southern states in seceding after the election of Abraham Lincoln as president of the United States. Louisiana's secession was announced on January 26, 1861, and it became part of the Confederate States of America.
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The state was quickly defeated in the Civil War, a result of Union strategy to cut the Confederacy in two by seizing the Mississippi. Federal troops captured New Orleans on April 25, 1862. Because a large part of the population had Union sympathies (or compatible commercial interests), the federal government took the unusual step of designating the areas of Louisiana under federal control as a state within the Union, with its own elected representatives to the U.S. Congress.[citation needed]
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Following the Civil War and emancipation of slaves, violence rose in the South as the war was carried on by insurgent private and paramilitary groups. Initially state legislatures were dominated by former Confederates, who passed Black Codes to regulate freedmen and generally refused to give the vote. They refused to extend voting rights to African Americans who had been free before the war and had sometimes obtained education and property (as in New Orleans.) Following the Memphis riots of 1866 and the New Orleans riot the same year, the Fourteenth Amendment was passed that provided suffrage and full citizenship for freedmen. Congress passed the Reconstruction Act, establishing military districts for those states where conditions were considered the worst, including Louisiana. It was grouped with Texas in what was administered as the Fifth Military District.
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African Americans began to live as citizens with some measure of equality before the law. Both freedmen and people of color who had been free before the war began to make more advances in education, family stability and jobs. At the same time, there was tremendous social volatility in the aftermath of war, with many whites actively resisting defeat and the free labor market. White insurgents mobilized to enforce white supremacy, first in Ku Klux Klan chapters.
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By 1877, when federal forces were withdrawn, white Democrats in Louisiana and other states had regained control of state legislatures, often by paramilitary groups such as the White League, which suppressed black voting through intimidation and violence. Following Mississippi's example in 1890, in 1898, the white Democratic, planter-dominated legislature passed a new constitution that effectively disenfranchised people of color, by raising barriers to voter registration, such as poll taxes, residency requirements and literacy tests. The effect was immediate and long lasting. In 1896, there were 130,334 black voters on the rolls and about the same number of white voters, in proportion to the state population, which was evenly divided.[87]
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The state population in 1900 was 47% African-American: a total of 652,013 citizens. Many in New Orleans were descendants of Creoles of color, the sizeable population of free people of color before the Civil War.[88] By 1900, two years after the new constitution, only 5,320 black voters were registered in the state. Because of disfranchisement, by 1910 there were only 730 black voters (less than 0.5 percent of eligible African-American men), despite advances in education and literacy among blacks and people of color.[89] Blacks were excluded from the political system and also unable to serve on juries. White Democrats had established one-party Democratic rule, which they maintained in the state for decades deep into the 20th century until after congressional passage of the 1965 Voting Rights Act provided federal oversight and enforcement of the constitutional right to vote.
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In the early decades of the 20th century, thousands of African Americans left Louisiana in the Great Migration north to industrial cities for jobs and education, and to escape Jim Crow society and lynchings.
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The boll weevil infestation and agricultural problems cost many sharecroppers and farmers their jobs. The mechanization of agriculture also reduced the need for laborers. Beginning in the 1940s, blacks went West to California for jobs in its expanding defense industries.[90]
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During some of the Great Depression, Louisiana was led by Governor Huey Long. He was elected to office on populist appeal. His public works projects provided thousands of jobs to people in need, and he supported education and increased suffrage for poor whites, but Long was criticized for his allegedly demogogic and autocratic style. He extended patronage control through every branch of Louisiana's state government. Especially controversial were his plans for wealth redistribution in the state. Long's rule ended abruptly when he was assassinated in the state capitol in 1935.
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Mobilization for World War II created jobs in the state. But thousands of other workers, black and white alike, migrated to California for better jobs in its burgeoning defense industry. Many African Americans left the state in the Second Great Migration, from the 1940s through the 1960s to escape social oppression and seek better jobs. The mechanization of agriculture in the 1930s had sharply cut the need for laborers. They sought skilled jobs in the defense industry in California, better education for their children, and living in communities where they could vote.[91]
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On November 26, 1958, at Chennault Air Force Base, a USAF B-47 bomber with a nuclear weapon on board developed a fire while on the ground. The aircraft wreckage and the site of the accident were contaminated after a limited explosion of non-nuclear material.[92]
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In the 1950s the state created new requirements for a citizenship test for voter registration. Despite opposition by the States Rights Party, downstate black voters had begun to increase their rate of registration, which also reflected the growth of their middle classes. In 1960 the state established the Louisiana State Sovereignty Commission, to investigate civil rights activists and maintain segregation.[93]
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Despite this, gradually black voter registration and turnout increased to 20% and more, and it was 32% by 1964, when the first national civil rights legislation of the era was passed.[94] The percentage of black voters ranged widely in the state during these years, from 93.8% in Evangeline Parish to 1.7% in Tensas Parish, for instance, where there were white efforts to suppress the vote in the black-majority parish.[95]
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Violent attacks on civil rights activists in two mill towns were catalysts to the founding of the first two chapters of the Deacons for Defense and Justice in late 1964 and early 1965, in Jonesboro and Bogalusa, respectively. Made up of veterans of World War II and the Korean War, they were armed self-defense groups established to protect activists and their families. Continued violent white resistance in Bogalusa to blacks trying to use public facilities in 1965, following passage of the Civil Rights Act of 1964, caused the federal government to order local police to protect the activists.[96] Other chapters were formed in Louisiana, Mississippi, and Alabama.
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By 1960 the proportion of African Americans in Louisiana had dropped to 32%. The 1,039,207 black citizens were still suppressed by segregation and disfranchisement.[97] African Americans continued to suffer disproportionate discriminatory application of the state's voter registration rules. Because of better opportunities elsewhere, from 1965 to 1970, blacks continued to migrate out of Louisiana, for a net loss of more than 37,000 people. Based on official census figures, the African-American population in 1970 stood at 1,085,109, a net gain of more than 46,000 people compared to 1960. During the latter period, some people began to migrate to cities of the New South for opportunities.[98] Since that period, blacks entered the political system and began to be elected to office, as well as having other opportunities.
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On May 21, 1919, the Nineteenth Amendment to the United States Constitution, giving women full rights to vote, was passed at a national level, and was made the law throughout the United States on August 18, 1920. Louisiana finally ratified the amendment on June 11, 1970.
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Due to its location on the Gulf Coast, Louisiana has regularly suffered the effects of tropical storms and damaging hurricanes. On August 29, 2005, New Orleans and many other low-lying parts of the state along the Gulf of Mexico were hit by the catastrophic Hurricane Katrina. It caused widespread damage due to breaching of levees and large-scale flooding of more than 80% of the city. Officials had issued warnings to evacuate the city and nearby areas, but tens of thousands of people, mostly African Americans, stayed behind, many of them stranded. Many people died and survivors suffered through the damage of the widespread floodwaters.
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In August 2016, an unnamed storm dumped trillions of gallons of rain on southern Louisiana, including the cities of Denham Springs, Baton Rouge, Gonzales, St. Amant and Lafayette, causing catastrophic flooding.[99] An estimated 110,000 homes were damaged[100] and thousands of residents were displaced.[101]
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Gulf of Mexico 'dead zone' off the coast of Louisiana is the largest recurring hypoxic zone in the United States. It was 8,776 square miles (22,730 km2) in 2017, the largest ever recorded.[102]
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The United States Census Bureau estimates that the population of Louisiana was 4,648,794 on July 1, 2019, a 2.55% increase since the 2010 United States Census.[104] The population density of the state is 104.9 people per square mile.[103]
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The center of population of Louisiana is located in Pointe Coupee Parish, in the city of New Roads.[105]
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According to the 2010 United States Census, 5.4% of the population age 5 and older spoke Spanish at home, up from 3.5% in 2000; and 4.5% spoke French (including Louisiana French and Louisiana Creole), down from 4.8% in 2000.[106][107]
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According to U.S. census estimates, the population of Louisiana in 2014 was:[108]
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The major ancestry groups of Louisiana are African American (30.4%), French (16.8%), American (9.5%), German (8.3%), Irish (7.5%), English (6.6%), Italian (4.8%) and Scottish (1.1%).[109]
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As of 2011, 49.0% of Louisiana's population younger than age 1 were minorities.[110]
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The largest denominations by number of adherents in 2010 were the Catholic Church with 1,200,900; Southern Baptist Convention with 709,650; and the United Methodist Church with 146,848. Non-denominational Evangelical Protestant congregations had 195,903 members.[115]
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As in other Southern states, the majority of Louisianians, particularly in the north of the state, belong to various Protestant denominations, with Protestants comprising 57% of the state's adult population. Protestants are concentrated in the northern and central parts of the state and in the northern tier of the Florida Parishes. Because of French and Spanish heritage, and their descendants the Creoles, and later Irish, Italian, Portuguese and German immigrants, southern Louisiana and the greater New Orleans area are predominantly Catholic.[116]
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Since Creoles were the first settlers, planters and leaders of the territory, they have traditionally been well represented in politics. For instance, most of the early governors were Creole Catholics.[117] Because Catholics still constitute a significant fraction of Louisiana's population, they have continued to be influential in state politics. The high proportion and influence of the Catholic population makes Louisiana distinct among Southern states.[118]
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Jewish communities are established in the state's larger cities, notably New Orleans and Baton Rouge.[119][120] The most significant of these is the Jewish community of the New Orleans area. In 2000, before the 2005 Hurricane Katrina, its population was about 12,000. Louisiana was among the southern states with a significant Jewish population before the 20th century; Virginia, South Carolina, and Georgia also had influential Jewish populations in some of their major cities from the 18th and 19th centuries. The earliest Jewish colonists were Sephardic Jews who immigrated with English colonists from London. Later in the 19th century, German Jews began to immigrate, followed by those from eastern Europe and the Russian Empire in the late 19th and early 20th centuries.
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Prominent Jews in Louisiana's political leadership have included Whig (later Democrat) Judah P. Benjamin (1811–1884), who represented Louisiana in the U.S. Senate before the American Civil War and then became the Confederate secretary of state; Democrat-turned-Republican Michael Hahn who was elected as governor, serving 1864–1865 when Louisiana was occupied by the Union Army, and later elected in 1884 as a U.S. congressman;[121] Democrat Adolph Meyer (1842–1908), Confederate Army officer who represented the state in the U.S. House of Representatives from 1891 until his death in 1908; Republican secretary of state Jay Dardenne (1954–), and Republican (Democrat before 2011) attorney general Buddy Caldwell (1946–).
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The total gross state product in 2010 for Louisiana was $213.6 billion, placing it 24th in the nation. Its per capita personal income is $30,952, ranking 41st in the United States.[124][125]
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In 2014, Louisiana was ranked as one of the most small business friendly states, based on a study drawing upon data from more than 12,000 small business owners.[126]
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The state's principal agricultural products include seafood (it is the biggest producer of crawfish in the world, supplying approximately 90%), cotton, soybeans, cattle, sugarcane, poultry and eggs, dairy products, and rice. Industry generates chemical products, petroleum and coal products, processed foods and transportation equipment, and paper products. Tourism is an important element in the economy, especially in the New Orleans area.
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The Port of South Louisiana, located on the Mississippi River between New Orleans and Baton Rouge, is the largest volume shipping port in the Western Hemisphere and 4th largest in the world, as well as the largest bulk cargo port in the world.[127]
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New Orleans, Shreveport, and Baton Rouge are home to a thriving film industry.[128] State financial incentives since 2002 and aggressive promotion have given Louisiana the nickname "Hollywood South". Because of its distinctive culture within the United States, only Alaska is Louisiana's rival in popularity as a setting for reality television programs.[129] In late 2007 and early 2008, a 300,000-square-foot (28,000 m2) film studio was scheduled to open in Tremé, with state-of-the-art production facilities, and a film training institute.[130]
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Tabasco sauce, which is marketed by one of the United States' biggest producers of hot sauce, the McIlhenny Company, originated on Avery Island.[131]
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Louisiana has three personal income tax brackets, ranging from 2% to 6%. The sales tax rate is 4%: a 3.97% Louisiana sales tax and a .03% Louisiana Tourism Promotion District sales tax. Political subdivisions also levy their own sales tax in addition to the state fees. The state also has a use tax, which includes 4% to be distributed by the Department of Revenue to local governments. Property taxes are assessed and collected at the local level. Louisiana is a subsidized state, receiving $1.44 from the federal government for every dollar paid in.
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Tourism and culture are major players in Louisiana's economy, earning an estimated $5.2 billion per year.[132] Louisiana also hosts many important cultural events, such as the World Cultural Economic Forum, which is held annually in the fall at the New Orleans Morial Convention Center.[133]
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As of July 2017, the state's unemployment rate was 5.3%.[134]
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Louisiana taxpayers receive more federal funding per dollar of federal taxes paid compared to the average state. Per dollar of federal tax collected in 2005, Louisiana citizens received approximately $1.78 in the way of federal spending. This ranks the state fourth highest nationally and represents a rise from 1995 when Louisiana received $1.35 per dollar of taxes in federal spending (ranked seventh nationally). Neighboring states and the amount of federal spending received per dollar of federal tax collected were: Texas ($0.94), Arkansas ($1.41), and Mississippi ($2.02). Federal spending in 2005 and subsequent years since has been exceptionally high due to the recovery from Hurricane Katrina.
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Tax Foundation.
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Louisiana is rich in petroleum and natural gas. Petroleum and gas deposits are found in abundance both onshore and offshore in State-owned waters. In addition, vast petroleum and natural gas reserves are found offshore from Louisiana in the federally administered Outer Continental Shelf (OCS) in the Gulf of Mexico. According to the Energy Information Administration, the Gulf of Mexico OCS is the largest U.S. petroleum-producing region. Excluding the Gulf of Mexico OCS, Louisiana ranks fourth in petroleum production and is home to about two percent of the total U.S. petroleum reserves.
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Louisiana's natural gas reserves account for about five percent of the U.S. total. The recent discovery of the Haynesville Shale formation in parts of or all of Caddo, Bossier, Bienville, Sabine, De Soto, Red River, and Natchitoches parishes have made it the world's fourth largest gas field with some wells initially producing over 25 million cubic feet of gas daily.[135]
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Louisiana was the first site of petroleum drilling over water in the world, on Caddo Lake in the northwest corner of the state. The petroleum and gas industry, as well as its subsidiary industries such as transport and refining, have dominated Louisiana's economy since the 1940s. Beginning in 1950, Louisiana was sued several times by the U.S. Interior Department, in efforts by the federal government to strip Louisiana of its submerged land property rights. These control vast stores of reservoirs of petroleum and natural gas.
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When petroleum and gas boomed in the 1970s, so did Louisiana's economy. The Louisiana economy as well as its politics of the last half-century cannot be understood without thoroughly accounting for the influence of the petroleum and gas industries. Since the 1980s, these industries' headquarters have consolidated in Houston, but many of the jobs that operate or provide logistical support to the U.S. Gulf of Mexico crude-oil-and-gas industry remained in Louisiana as of 2010[update].
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See also: List of United States Senators from Louisiana
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In 1849, the state moved the capital from New Orleans to Baton Rouge. Donaldsonville, Opelousas, and Shreveport have briefly served as the seat of Louisiana state government. The Louisiana State Capitol and the Louisiana Governor's Mansion are both located in Baton Rouge. The Louisiana Supreme Court, however, did not move to Baton Rouge but remains headquartered in New Orleans.
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The current Louisiana governor is Democrat John Bel Edwards. The current United States senators are Republicans John Neely Kennedy and Bill Cassidy. Louisiana has six congressional districts and is represented in the U.S. House of Representatives by five Republicans and one Democrat. Louisiana had eight votes in the Electoral College for the 2012 election. It lost one House seat due to stagnant population growth in the 2010 Census.
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Louisiana is divided into 64 parishes (the equivalent of counties in most other states).[136]
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Most parishes have an elected government known as the Police Jury, dating from the colonial days. It is the legislative and executive government of the parish, and is elected by the voters. Its members are called Jurors, and together they elect a president as their chairman.
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A more limited number of parishes operate under home rule charters, electing various forms of government. This include mayor–council, council–manager (in which the council hires a professional operating manager for the parish), and others.
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The Louisiana political and legal structure has maintained several elements from the times of French and Spanish governance. One is the use of the term "parish" (from the French: paroisse) in place of "county" for administrative subdivision. Another is the legal system of civil law based on French, German, and Spanish legal codes and ultimately Roman law, as opposed to English common law.
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Louisiana's civil law system is what the majority of nations in the world use, especially in Europe and its former colonies, excluding those that derive from the British Empire. However, it is incorrect to equate the Louisiana Civil Code with the Napoleonic Code. Although the Napoleonic Code and Louisiana law draw from common legal roots, the Napoleonic Code was never in force in Louisiana, as it was enacted in 1804, after the United States had purchased and annexed Louisiana in 1803.
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While the Louisiana Civil Code of 1808 has been continuously revised and updated since its enactment, it is still considered the controlling authority in the state. Differences are found between Louisianan civil law and the common law found in the other U.S. states. While some of these differences have been bridged due to the strong influence of common law tradition,[137] the civil law tradition is still deeply rooted in most aspects of Louisiana private law. Thus property, contractual, business entities structure, much of civil procedure, and family law, as well as some aspects of criminal law, are still based mostly on traditional Roman legal thinking.
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In 1997, Louisiana became the first state to offer the option of a traditional marriage or a covenant marriage.[138] In a covenant marriage, the couple waives their right to a "no-fault" divorce after six months of separation, which is available in a traditional marriage. To divorce under a covenant marriage, a couple must demonstrate cause. Marriages between ascendants and descendants, and marriages between collaterals within the fourth degree (i.e., siblings, aunt and nephew, uncle and niece, first cousins) are prohibited.[139] Same-sex marriages were prohibited by statute,[140][141] but the Supreme Court declared such bans unconstitutional in 2015, in its ruling in Obergefell v. Hodges. Same-sex marriages are now performed statewide. Louisiana is a community property state.[142]
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From 1898 to 1965, a period when Louisiana had effectively disfranchised most African Americans and many poor whites by provisions of a new constitution,[143] this was essentially a one-party state dominated by white Democrats. Elites had control in the early 20th century, before populist Huey Long came to power as governor.[144] In multiple acts of resistance, blacks left behind the segregation, violence and oppression of the state and moved out to seek better opportunities in northern and western industrial cities during the Great Migrations of 1910–1970, markedly reducing their proportion of population in Louisiana. The franchise for whites was expanded somewhat during these decades, but blacks remained essentially disfranchised until after the civil rights movement of the mid-20th century, gaining enforcement of their constitutional rights through passage by Congress of the Voting Rights Act of 1965.
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Since the 1960s, when civil rights legislation was passed under President Lyndon Johnson to protect voting and civil rights, most African Americans in the state have affiliated with the Democratic Party. In the same years, many white social conservatives have moved to support Republican Party candidates in national, gubernatorial and statewide elections. In 2004, David Vitter was the first Republican in Louisiana to be popularly elected as a U.S. senator. The previous Republican senator, John S. Harris, who took office in 1868 during Reconstruction, was chosen by the state legislature under the rules of the 19th century.
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Louisiana is unique among U.S. states in using a system for its state and local elections similar to that of modern France. All candidates, regardless of party affiliation, run in a nonpartisan blanket primary (or "jungle primary") on Election Day. If no candidate has more than 50% of the vote, the two candidates with the highest vote totals compete in a runoff election approximately one month later. This run-off method does not take into account party identification; therefore, it is not uncommon for a Democrat to be in a runoff with a fellow Democrat or a Republican to be in a runoff with a fellow Republican.
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Congressional races have also been held under the jungle primary system. All other states (except Washington, California, and Maine) use single-party primaries followed by a general election between party candidates, each conducted by either a plurality voting system or runoff voting, to elect senators, representatives, and statewide officials. Between 2008 and 2010, federal congressional elections were run under a closed primary system—limited to registered party members. However, upon the passage of House Bill 292, Louisiana again adopted a nonpartisan blanket primary for its federal congressional elections.
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Louisiana has six seats in the U.S. House of Representatives, five of which are currently held by Republicans and one by a Democrat. The state lost a House seat at the end of the 112th Congress due to stagnant population growth as recorded by the 2010 United States Census. Louisiana is not classified as a "swing state" for future presidential elections, as since the late 20th century, it has regularly supported Republican candidates. The state's two U.S. senators are Bill Cassidy (R) John Neely Kennedy (R).
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Louisiana's statewide police force is the Louisiana State Police. It began in 1922 with the creation of the Highway Commission. In 1927, a second branch, the Bureau of Criminal Investigations, was formed. In 1932, the State Highway Patrol was authorized to carry weapons.
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On July 28, 1936, the two branches were consolidated to form the Louisiana Department of State Police; its motto was "courtesy, loyalty, service". In 1942, this office was abolished and became a division of the Department of Public Safety, called the Louisiana State Police. In 1988, the Criminal Investigation Bureau was reorganized.[145] Its troopers have statewide jurisdiction with power to enforce all laws of the state, including city and parish ordinances. Each year, they patrol over 12 million miles (20 million km) of roadway and arrest about 10,000 impaired drivers. The State Police are primarily a traffic enforcement agency, with other sections that delve into trucking safety, narcotics enforcement, and gaming oversight.
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The elected sheriff in each parish is the chief law enforcement officer in the parish. They are the keepers of the local parish prisons, which house felony and misdemeanor prisoners. They are the primary criminal patrol and first responder agency in all matters criminal and civil. They are also the official tax collectors in each parish. The sheriffs are responsible for general law enforcement in their respective parishes. Orleans Parish is an exception, as the general law enforcement duties fall to the New Orleans Police Department. Before 2010, Orleans parish was the only parish to have two sheriff's offices. Orleans Parish divided sheriffs' duties between criminal and civil, with a different elected sheriff overseeing each aspect. In 2006, a bill was passed which eventually consolidated the two sheriff's departments into one parish sheriff responsible for both civil and criminal matters.[citation needed]
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In 2015, Louisiana had a higher murder rate (10.3 per 100,000) than any other state in the country for the 27th straight year. Louisiana is the only state with an annual average murder rate (13.6 per 100,000) at least twice as high as the U.S. annual average (6.6 per 100,000) during that period, according to Bureau of Justice Statistics from FBI Uniform Crime Reports. In a different kind of criminal activity, the Chicago Tribune reports that Louisiana is the most corrupt state in the United States.[146]
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According to the Times Picayune, Louisiana is the prison capital of the world. Many for-profit private prisons and sheriff-owned prisons have been built and operate here. Louisiana's incarceration rate is nearly five times Iran's, 13 times China's and 20 times Germany's. Minorities are incarcerated at rates disproportionate to their share of the state's population.[147]
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The New Orleans Police Department began a new sanctuary policy to "no longer cooperate with federal immigration enforcement" beginning on February 28, 2016.[148]
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The judiciary of Louisiana is defined under the Constitution and law of Louisiana and is composed of the Louisiana Supreme Court, the Louisiana Circuit Courts of Appeal, the District Courts, the Justice of the Peace Courts, the Mayor's Courts, the City Courts, and the Parish Courts. The chief justice of the Louisiana Supreme Court is the chief administrator of the judiciary. Its administration is aided by the Judiciary Commission of Louisiana, the Louisiana Attorney Disciplinary Board, and the Judicial Council of the Supreme Court of Louisiana.
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Louisiana has more than 9,000 soldiers in the Louisiana Army National Guard, including the 225th Engineer Brigade and the 256th Infantry Brigade. Both these units have served overseas during the War on Terror. The Louisiana Air National Guard has more than 2,000 airmen, and its 159th Fighter Wing has likewise seen combat.
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Training sites in the state include Camp Beauregard near Pineville, Camp Villere near Slidell, Camp Minden near Minden, England Air Park (formerly England Air Force Base) near Alexandria, Gillis Long Center near Carville, and Jackson Barracks in New Orleans.
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Louisiana is home to several notable public and private colleges and universities, which include Louisiana State University in Baton Rouge and Tulane University in New Orleans. Louisiana State University is the largest and most comprehensive university in Louisiana.[149] Tulane University is a major private research university and the wealthiest university in Louisiana with an endowment over $1.1 billion.[150] Tulane is also highly regarded for its academics nationwide, ranked fortieth on U.S. News & World Report's 2018 list of best national universities.[151]
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Louisiana's two oldest and largest HBCUs (Historically black colleges and universities) are Southern University in Baton Rouge and Grambling State University in Grambling. Both these Southwestern Athletic Conference (SWAC) schools compete against each other in football annually in the much anticipated Bayou Classic during Thanksgiving weekend in the Mercedes-Benz Superdome.
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The Louisiana Science Education Act[152] is a controversial law passed by the Louisiana Legislature on June 11, 2008, and signed into law by Governor Bobby Jindal on June 25. The act allows public school teachers to use supplemental materials in the science classroom which are critical of established science on such topics as the theory of evolution and global warming.[153][154]
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In 2000, of all of the states, Louisiana had the highest percentage of students in private schools. Danielle Dreilinger of The Times Picayune wrote in 2014 that "Louisiana parents have a national reputation for favoring private schools."[155] The number of students in enrolled in private schools in Louisiana declined by 9% from circa 2000-2005 until 2014, due to the proliferation of charter schools, the 2008 recession and Hurricane Katrina. Ten parishes in the Baton Rouge and New Orleans area had a combined 17% decline in private school enrollment in that period. This prompted private schools to lobby for school vouchers.[155]
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Louisiana's school voucher program is known as the Louisiana Scholarship Program. It was available in the New Orleans area beginning in 2008 and in the rest of the state beginning in 2012.[156] In 2013 the number of students using school vouchers to attend private schools was 6,751, and for 2014 it was projected to over 8,800.[157] As per a ruling from Ivan Lemelle, a U.S. district judge, the federal government has the right to review the charter school placements to ensure they do not further racial segregation.[158]
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Louisiana is nominally the least populous state with more than one major professional sports league franchise: the National Basketball Association's New Orleans Pelicans and the National Football League's New Orleans Saints.
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Louisiana has 12 collegiate NCAA Division I programs, a high number given its population. The state has no NCAA Division II teams and only two NCAA Division III teams. The LSU Tigers football team has won 11 Southeastern Conference titles, six Sugar Bowls and four national championships.
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Each year New Orleans plays host to the Sugar Bowl, the Bayou Classic, and the New Orleans Bowl college football games, and Shreveport hosts the Independence Bowl. Also, New Orleans has hosted the Super Bowl a record seven times, as well as the BCS National Championship Game, NBA All-Star Game and NCAA Men's Division I Basketball Championship.
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The Zurich Classic of New Orleans, is a PGA Tour golf tournament held since 1938. The Rock 'n' Roll Mardi Gras Marathon and Crescent City Classic are two road running competitions held at New Orleans.
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As of 2016, Louisiana was the birthplace of the most NFL players per capita for the eighth year in a row.[159]
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Louisiana is home to many, especially notable are the distinct culture of the Louisiana Creoles, typically people of color, descendants of free mixed-race families of the colonial and early statehood periods.
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The French colony of La Louisiane struggled for decades to survive. Conditions were harsh, the climate and soil were unsuitable for certain crops the colonists knew, and they suffered from regional tropical diseases. Both colonists and the slaves they imported had high mortality rates. The settlers kept importing slaves, which resulted in a high proportion of native Africans from West Africa, who continued to practice their culture in new surroundings. As described by historian Gwendolyn Midlo Hall, they developed a marked Afro-Creole culture in the colonial era.[160][161]
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At the turn of the 18th century and in the early 1800s, New Orleans received a major influx of white and mixed-race refugees fleeing the violence of the Haitian Revolution, many of whom brought their slaves with them. This added another infusion of African culture to the city, as more slaves in Saint-Domingue were from Africa than in the United States. They strongly influenced the African-American culture of the city in terms of dance, music and religious practices.
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Creole culture is an amalgamation of French, African, Spanish (and other European), and Native American cultures.[162] Creole comes from the Portuguese word crioulo; originally it referred to a colonist of European (specifically French) descent who was born in the New World, in comparison to immigrants from France.[163] The oldest Louisiana manuscript to use the word "Creole", from 1782, applied it to a slave born in the French colony.[164] But originally it referred more generally to the French colonists born in Louisiana.
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Over time, there developed in the French colony a relatively large group of Creoles of Color (gens de couleur libres), who were primarily descended from African slave women and French men (later other Europeans became part of the mix, as well as some Native Americans.) Often the French would free their concubines and mixed-race children, and pass on social capital to them. They might educate sons in France, for instance, and help them enter the French Army for a career. They also settled capital or property on their mistresses and children. The free people of color gained more rights in the colony and sometimes education; they generally spoke French and were Roman Catholic. Many became artisans and property owners. Over time, the term "Creole" became associated with this class of Creoles of Color, many of whom achieved freedom long before the Civil War.
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Wealthy French Creoles generally maintained town houses in New Orleans as well as houses on their large sugar plantations outside town along the Mississippi River. New Orleans had the largest population of free people of color in the region; they could find work there and created their own culture, marrying among themselves for decades.
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The ancestors of Cajuns immigrated mostly from west central France to New France, where they settled in the Atlantic provinces of New Brunswick, Nova Scotia and Prince Edward Island, known originally as Acadia. After the British defeated France in the French and Indian War (Seven Years' War) in 1763, France ceded its territory east of the Mississippi River to Britain. The British forcibly separated families and evicted them from Acadia because they refused to vow loyalty to the new British regime. The Acadians were deported to England, New England, and France. Some escaped the British remained in French Canada.
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Others scattered, to France, Canada, Mexico, or the Falkland Islands. Many Acadian refugees settled in south Louisiana in the region around Lafayette and the LaFourche Bayou country. They developed a distinct rural culture there, different from the French Creole colonists of New Orleans. Intermarrying with others in the area, they developed what was called Cajun music, cuisine and culture. Until the 1970s, the term "Cajun" was considered somewhat derogatory.
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A third distinct culture in Louisiana is that of the Isleños. Its members are descendants of colonists from the Canary Islands who settled in Spanish Louisiana between 1778 and 1783 and intermarried with other communities such as Frenchman, Acadians, Creoles, Spaniards, and other groups, mainly through the 19th and early 20th centuries.
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In Louisiana, the Isleños originally settled in four communities which included Galveztown, Valenzuela, Barataria, and San Bernardo. Of those settlements, Valenzuela and San Bernardo were the most successful as the other two were plagued with both disease and flooding. The large migration of Acadian refugees to Bayou Lafourche led to the rapid gallicization of the Valenzuela community while the community of San Bernardo (Saint Bernard) was able to preserve much of its unique culture and language into the 21st century. This being said, the transmission of Spanish and other customs has completely halted in St. Bernard with those having competency in Spanish being octogenarians.[165]
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Through the centuries, the various Isleño communities of Louisiana have kept alive different elements of their Canary Islander heritage while also adopting and building upon the customs and traditions of the communities that surround them. Today two heritage associates exist for the communities: Los Isleños Heritage and Cultural Society of St. Bernard as well as the Canary Islanders Heritage Society of Louisiana. The Fiesta de los Isleños is celebrated annually in St. Bernard Parish which features heritage performances from local groups and the Canary Islands.
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According to a 2010 study by the Modern Language Association, among persons five years old and older,[166] 91.26% of Louisiana residents speak only English at home, 3.45% speak French (standard French, French Creole, or Cajun French), 3.30% speak Spanish, and 0.59% speak Vietnamese.
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Historically, Native American peoples in the area at the time of European encounter were seven tribes distinguished by their languages: Caddo, Tunica, Natchez, Houma, Choctaw, Atakapa, and Chitimacha. Of these, only Tunica, Caddo and Choctaw still have living native speakers, although several other tribes are working to teach and revitalize their languages. Other Native American peoples migrated into the region, escaping from European pressure from the east. Among these were Alabama, Biloxi, Koasati, and Ofo peoples.
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Starting in the 1700s, French colonists began to settle along the coast and founded New Orleans. They established French culture and language institutions. They imported thousands of slaves from tribes of West Africa, who spoke several different languages. In the creolization process, the slaves developed a Louisiana Creole dialect incorporating both French and African forms, which colonists adopted to communicate with them, and which persisted beyond slavery. In the 20th century, there were still people of mixed race, particularly, who spoke Louisiana Creole French.
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During the 19th century after the Louisiana Purchase by the United States, English gradually gained prominence for business and government due to the shift in population with settlement by numerous Americans who were English speakers. Many ethnic French families continued to use French in private. Slaves and some free people of color also spoke Louisiana Creole French. The State Constitution of 1812 gave English official status in legal proceedings, but use of French remained widespread. Subsequent state constitutions reflect the diminishing importance of French. The 1868 constitution, passed during the Reconstruction era before Louisiana was re-admitted to the Union, banned laws requiring the publication of legal proceedings in languages other than English. Subsequently, the legal status of French recovered somewhat, but it never regained its pre-Civil War prominence.[167]
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Several unique dialects of French, Creole, and English are spoken in Louisiana. Dialects of the French language are: Colonial French and Houma French. Louisiana Creole French is the term for one of the Creole languages. Two unique dialects developed of the English language: Louisiana English, a French-influenced variety of English in which dropping of postvocalic /r/ is common ; and what is informally known as Yat, which resembles the New York City dialect sometimes with southern influences, particularly that of historical Brooklyn. Both accents were influenced by large communities of immigrant Irish and Italians, but the Yat dialect, which developed in New Orleans, was also influenced by French and Spanish.
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Colonial French was the dominant language of white settlers in Louisiana during the French colonial period; it was spoken primarily by the French Creoles (native-born). In addition to this dialect, the mixed-race people and slaves developed Louisiana Creole, with a base in West African languages. The limited years of Spanish rule at the end of the 18th century did not result in widespread adoption of the Spanish language. French and Louisiana Creole are still used in modern-day Louisiana, often in family gatherings. English and its associated dialects became predominant after the Louisiana Purchase of 1803, after which the area became dominated by numerous English speakers. In some regions, English was influenced by French, as seen with Louisiana English. Colonial French, although mistakenly named Cajun French by some Cajuns, has persisted alongside English.
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Renewed interest in the French language in Louisiana has led to the establishment of Canadian-modeled French immersion schools, as well as bilingual signage in the historic French neighborhoods of New Orleans and Lafayette. In addition to private organizations, since 1968 the state has maintained the Council for the Development of French in Louisiana (CODOFIL), which promotes use of the French language in the state's tourism, economic development, culture, education and international relations. Through that office's efforts, in 2018 the state became the first in the nation to join the Organisation internationale de la Francophonie as an observer.[168]
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Coordinates: 31°N 92°W / 31°N 92°W / 31; -92
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