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Glass is a non-crystalline, often transparent amorphous solid, that has widespread practical, technological, and decorative use in, for example, window panes, tableware, and optics. Glass is most often formed by rapid cooling (quenching) of the molten form; some glasses such as volcanic glass are naturally occurring. The most familiar, and historically the oldest, types of manufactured glass are "silicate glasses" based on the chemical compound silica (silicon dioxide, or quartz), the primary constituent of sand. Soda-lime glass, containing around 70% silica, accounts for around 90% of manufactured glass. The term glass, in popular usage, is often used to refer only to this type of material, although silica-free glasses often have desirable properties for applications in modern communications technology. Some objects, such as drinking glasses and eyeglasses, are so commonly made of silicate-based glass that they are simply called by the name of the material. Although brittle, buried silicate glass will survive for very long periods if not disturbed, and many examples of glass fragments exist from early glass-making cultures. Archaeological evidence suggests glass-making dates back to at least 3,600 BC in Mesopotamia, Egypt, or Syria. The earliest known glass objects were beads, perhaps created accidentally during metalworking or the production of faience. Due to its ease of formability into any shape, glass has been traditionally used for vessels, such as bowls, vases, bottles, jars and drinking glasses. In its most solid forms, it has also been used for paperweights and marbles. Glass can be coloured by adding metal salts or painted and printed as enamelled glass. The refractive, reflective and transmission properties of glass make glass suitable for manufacturing optical lenses, prisms, and optoelectronics materials. Extruded glass fibres have application as optical fibres in communications networks, thermal insulating material when matted as glass wool so as to trap air, or in glass-fibre reinforced plastic (fibreglass). Microscopic structure The standard definition of a glass (or vitreous solid) is a solid formed by rapid melt quenching. However, the term "glass" is often defined in a broader sense, to describe any non-crystalline (amorphous) solid that exhibits a glass transition when heated towards the liquid state. Glass is an amorphous solid. Although the atomic-scale structure of glass shares characteristics of the structure of a supercooled liquid, glass exhibits all the mechanical properties of a solid. As in other amorphous solids, the atomic structure of a glass lacks the long-range periodicity observed in crystalline solids. Due to chemical bonding constraints, glasses do possess a high degree of short-range order with respect to local atomic polyhedra. The notion that glass flows to an appreciable extent over extended periods of time is not supported by empirical research or theoretical analysis (see viscosity in solids). Laboratory measurements of room temperature glass flow do show a motion consistent with a material viscosity on the order of 1017–1018 Pa s. Formation from a supercooled liquid For melt quenching, if the cooling is sufficiently rapid (relative to the characteristic crystallization time) then crystallization is prevented and instead the disordered atomic configuration of the supercooled liquid is frozen into the solid state at Tg. The tendency for a material to form a glass while quenched is called glass-forming ability. This ability can be predicted by the rigidity theory. Generally, a glass exists in a structurally metastable state with respect to its crystalline form, although in certain circumstances, for example in atactic polymers, there is no crystalline analogue of the amorphous phase. Glass is sometimes considered to be a liquid due to its lack of a first-order phase transition where certain thermodynamic variables such as volume, entropy and enthalpy are discontinuous through the glass transition range. The glass transition may be described as analogous to a second-order phase transition where the intensive thermodynamic variables such as the thermal expansivity and heat capacity are discontinuous, however this is incorrect. The equilibrium theory of phase transformations do not hold for glass, and hence the glass transition cannot be classed as one of the classical equilibrium phase transformations in solids. Furthermore, it does not describe the temperature dependence of Tg upon heating rate, as found in differential scanning calorimetry. Occurrence in nature Glass can form naturally from volcanic magma. Obsidian is a common volcanic glass with high silica (SiO2) content formed when felsic lava extruded from a volcano cools rapidly. Impactite is a form of glass formed by the impact of a meteorite, where Moldavite (found in central and eastern Europe), and Libyan desert glass (found in areas in the eastern Sahara, the deserts of eastern Libya and western Egypt) are notable examples. Vitrification of quartz can also occur when lightning strikes sand, forming hollow, branching rootlike structures called fulgurites. Trinitite is a glassy residue formed from the desert floor sand at the Trinity nuclear bomb test site. Edeowie glass, found in South Australia, is proposed to originate from Pleistocene grassland fires, lightning strikes, or hypervelocity impact by one or several asteroids or comets. History Naturally occurring obsidian glass was used by Stone Age societies as it fractures along very sharp edges, making it ideal for cutting tools and weapons. Glassmaking dates back at least 6000 years, long before humans had discovered how to smelt iron. Archaeological evidence suggests that the first true synthetic glass was made in Lebanon and the coastal north Syria, Mesopotamia or ancient Egypt. The earliest known glass objects, of the mid-third millennium BC, were beads, perhaps initially created as accidental by-products of metalworking (slags) or during the production of faience, a pre-glass vitreous material made by a process similar to glazing. Early glass was rarely transparent and often contained impurities and imperfections, and is technically faience rather than true glass, which did not appear until the 15th century BC. However, red-orange glass beads excavated from the Indus Valley Civilization dated before 1700 BC (possibly as early as 1900 BC) predate sustained glass production, which appeared around 1600 BC in Mesopotamia and 1500 BC in Egypt. During the Late Bronze Age there was a rapid growth in glassmaking technology in Egypt and Western Asia. Archaeological finds from this period include coloured glass ingots, vessels, and beads. Much early glass production relied on grinding techniques borrowed from stoneworking, such as grinding and carving glass in a cold state. The term glass developed in the late Roman Empire. It was in the Roman glassmaking centre at Trier (located in current-day Germany) that the late-Latin term glesum originated, probably from a Germanic word for a transparent, lustrous substance. Glass objects have been recovered across the Roman Empire in domestic, funerary, and industrial contexts, as well as trade items in marketplaces in distant provinces. Examples of Roman glass have been found outside of the former Roman Empire in China, the Baltics, the Middle East, and India. The Romans perfected cameo glass, produced by etching and carving through fused layers of different colours to produce a design in relief on the glass object. In post-classical West Africa, Benin was a manufacturer of glass and glass beads. Glass was used extensively in Europe during the Middle Ages. Anglo-Saxon glass has been found across England during archaeological excavations of both settlement and cemetery sites. From the 10th century onwards, glass was employed in stained glass windows of churches and cathedrals, with famous examples at Chartres Cathedral and the Basilica of Saint Denis. By the 14th century, architects were designing buildings with walls of stained glass such as Sainte-Chapelle, Paris, (1203–1248) and the East end of Gloucester Cathedral. With the change in architectural style during the Renaissance period in Europe, the use of large stained glass windows became much less prevalent, although stained glass had a major revival with Gothic Revival architecture in the 19th century. During the 13th century, the island of Murano, Venice, became a centre for glass making, building on medieval techniques to produce colourful ornamental pieces in large quantities. Murano glass makers developed the exceptionally clear colourless glass cristallo, so called for its resemblance to natural crystal, which was extensively used for windows, mirrors, ships' lanterns, and lenses. In the 13th, 14th, and 15th centuries, enamelling and gilding on glass vessels was perfected in Egypt and Syria. Towards the end of the 17th century, Bohemia became an important region for glass production, remaining so until the start of the 20th century. By the 17th century, glass in the Venetian tradition was also being produced in England. In about 1675, George Ravenscroft invented lead crystal glass, with cut glass becoming fashionable in the 18th century. Ornamental glass objects became an important art medium during the Art Nouveau period in the late 19th century. Throughout the 20th century, new mass production techniques led to widespread availability of glass in much larger amounts, making it practical as a building material and enabling new applications of glass. In the 1920s a mould-etch process was developed, in which art was etched directly into the mould, so that each cast piece emerged from the mould with the image already on the surface of the glass. This reduced manufacturing costs and, combined with a wider use of coloured glass, led to cheap glassware in the 1930s, which later became known as Depression glass. In the 1950s, Pilkington Bros., England, developed the float glass process, producing high-quality distortion-free flat sheets of glass by floating on molten tin. Modern multi-story buildings are frequently constructed with curtain walls made almost entirely of glass. Laminated glass has been widely applied to vehicles for windscreens. Optical glass for spectacles has been used since the Middle Ages. The production of lenses has become increasingly proficient, aiding astronomers as well as having other application in medicine and science. Glass is also employed as the aperture cover in many solar energy collectors. In the 21st century, glass manufacturers have developed different brands of chemically strengthened glass for widespread application in touchscreens for smartphones, tablet computers, and many other types of information appliances. These include Gorilla glass, developed and manufactured by Corning, AGC Inc.'s Dragontrail and Schott AG's Xensation. Physical properties Optical Glass is in widespread use in optical systems due to its ability to refract, reflect, and transmit light following geometrical optics. The most common and oldest applications of glass in optics are as lenses, windows, mirrors, and prisms. The key optical properties refractive index, dispersion, and transmission, of glass are strongly dependent on chemical composition and, to a lesser degree, its thermal history. Optical glass typically has a refractive index of 1.4 to 2.4, and an Abbe number (which characterises dispersion) of 15 to 100. Refractive index may be modified by high-density (refractive index increases) or low-density (refractive index decreases) additives. Glass transparency results from the absence of grain boundaries which diffusely scatter light in polycrystalline materials. Semi-opacity due to crystallization may be induced in many glasses by maintaining them for a long period at a temperature just insufficient to cause fusion. In this way, the crystalline, devitrified material, known as Réaumur's glass porcelain is produced. Although generally transparent to visible light, glasses may be opaque to other wavelengths of light. While silicate glasses are generally opaque to infrared wavelengths with a transmission cut-off at 4 μm, heavy-metal fluoride and chalcogenide glasses are transparent to infrared wavelengths of up to 7 and up to 18 μm, respectively. The addition of metallic oxides results in different coloured glasses as the metallic ions will absorb wavelengths of light corresponding to specific colours. Other In the manufacturing process, glasses can be poured, formed, extruded and moulded into forms ranging from flat sheets to highly intricate shapes. The finished product is brittle and will fracture, unless laminated or tempered to enhance durability. Glass is typically inert, resistant to chemical attack, and can mostly withstand the action of water, making it an ideal material for the manufacture of containers for foodstuffs and most chemicals. Nevertheless, although usually highly resistant to chemical attack, glass will corrode or dissolve under some conditions. The materials that make up a particular glass composition have an effect on how quickly the glass corrodes. Glasses containing a high proportion of alkali or alkaline earth elements are more susceptible to corrosion than other glass compositions. The density of glass varies with chemical composition with values ranging from for fused silica to for dense flint glass. Glass is stronger than most metals, with a theoretical tensile strength for pure, flawless glass estimated at to due to its ability to undergo reversible compression without fracture. However, the presence of scratches, bubbles, and other microscopic flaws lead to a typical range of to in most commercial glasses. Several processes such as toughening can increase the strength of glass. Carefully drawn flawless glass fibres can be produced with strength of up to . Reputed flow The observation that old windows are sometimes found to be thicker at the bottom than at the top is often offered as supporting evidence for the view that glass flows over a timescale of centuries, the assumption being that the glass has exhibited the liquid property of flowing from one shape to another. This assumption is incorrect, as once solidified, glass stops flowing. The sags and ripples observed in old glass were already there the day it was made; manufacturing processes used in the past produced sheets with imperfect surfaces and non-uniform thickness. (The near-perfect float glass used today only became widespread in the 1960s.) Types Silicate Silicon dioxide (SiO2) is a common fundamental constituent of glass. Fused quartz is a glass made from chemically-pure silica. It has very low thermal expansion and excellent resistance to thermal shock, being able to survive immersion in water while red hot, resists high temperatures (1000–1500 °C) and chemical weathering, and is very hard. It is also transparent to a wider spectral range than ordinary glass, extending from the visible further into both the UV and IR ranges, and is sometimes used where transparency to these wavelengths is necessary. Fused quartz is used for high-temperature applications such as furnace tubes, lighting tubes, melting crucibles, etc. However, its high melting temperature (1723 °C) and viscosity make it difficult to work with. Therefore, normally, other substances (fluxes) are added to lower the melting temperature and simplify glass processing. Soda-lime Sodium carbonate (Na2CO3, "soda") is a common additive and acts to lowers the glass-transition temperature. However, sodium silicate is water soluble, so lime (CaO, calcium oxide, generally obtained from limestone), some magnesium oxide (MgO) and aluminium oxide (Al2O3) are other common components added to improve chemical durability. Soda-lime glasses (Na2O) + lime (CaO) + magnesia (MgO) + alumina (Al2O3) account for over 75% of manufactured glass, containing about 70 to 74% silica by weight. Soda-lime-silicate glass is transparent, easily formed, and most suitable for window glass and tableware. However, it has a high thermal expansion and poor resistance to heat. Soda-lime glass is typically used for windows, bottles, light bulbs, and jars. Borosilicate Borosilicate glasses (e.g. Pyrex, Duran) typically contain 5–13% boron trioxide (B2O3). Borosilicate glasses have fairly low coefficients of thermal expansion (7740 Pyrex CTE is 3.25/°C as compared to about 9/°C for a typical soda-lime glass). They are, therefore, less subject to stress caused by thermal expansion and thus less vulnerable to cracking from thermal shock. They are commonly used for e.g. labware, household cookware, and sealed beam car head lamps. Lead The addition of lead(II) oxide into silicate glass lowers melting point and viscosity of the melt. The high density of lead glass (silica + lead oxide (PbO) + potassium oxide (K2O) + soda (Na2O) + zinc oxide (ZnO) + alumina) results in a high electron density, and hence high refractive index, making the look of glassware more brilliant and causing noticeably more specular reflection and increased optical dispersion. Lead glass has a high elasticity, making the glassware more workable and giving rise to a clear "ring" sound when struck. However, lead glass cannot withstand high temperatures well. Lead oxide also facilitates solubility of other metal oxides and is used in colored glass. The viscosity decrease of lead glass melt is very significant (roughly 100 times in comparison with soda glass); this allows easier removal of bubbles and working at lower temperatures, hence its frequent use as an additive in vitreous enamels and glass solders. The high ionic radius of the Pb2+ ion renders it highly immobile and hinders the movement of other ions; lead glasses therefore have high electrical resistance, about two orders of magnitude higher than soda-lime glass (108.5 vs 106.5 Ω⋅cm, DC at 250 °C). Aluminosilicate Aluminosilicate glass typically contains 5-10% alumina (Al2O3). Aluminosilicate glass tends to be more difficult to melt and shape compared to borosilicate compositions, but has excellent thermal resistance and durability. Aluminosilicate glass is extensively used for fiberglass, used for making glass-reinforced plastics (boats, fishing rods, etc.), top-of-stove cookware, and halogen bulb glass. Other oxide additives The addition of barium also increases the refractive index. Thorium oxide gives glass a high refractive index and low dispersion and was formerly used in producing high-quality lenses, but due to its radioactivity has been replaced by lanthanum oxide in modern eyeglasses. Iron can be incorporated into glass to absorb infrared radiation, for example in heat-absorbing filters for movie projectors, while cerium(IV) oxide can be used for glass that absorbs ultraviolet wavelengths. Fluorine lowers the dielectric constant of glass. Fluorine is highly electronegative and lowers the polarizability of the material. Fluoride silicate glasses are used in manufacture of integrated circuits as an insulator. Glass-ceramics Glass-ceramic materials contain both non-crystalline glass and crystalline ceramic phases. They are formed by controlled nucleation and partial crystallisation of a base glass by heat treatment. Crystalline grains are often embedded within a non-crystalline intergranular phase of grain boundaries. Glass-ceramics exhibit advantageous thermal, chemical, biological, and dielectric properties as compared to metals or organic polymers. The most commercially important property of glass-ceramics is their imperviousness to thermal shock. Thus, glass-ceramics have become extremely useful for countertop cooking and industrial processes. The negative thermal expansion coefficient (CTE) of the crystalline ceramic phase can be balanced with the positive CTE of the glassy phase. At a certain point (~70% crystalline) the glass-ceramic has a net CTE near zero. This type of glass-ceramic exhibits excellent mechanical properties and can sustain repeated and quick temperature changes up to 1000 °C. Fibreglass Fibreglass (also called glass fibre reinforced plastic, GRP) is a composite material made by reinforcing a plastic resin with glass fibres. It is made by melting glass and stretching the glass into fibres. These fibres are woven together into a cloth and left to set in a plastic resin. Fibreglass has the properties of being lightweight and corrosion resistant, and is a good insulator enabling its use as building insulation material and for electronic housing for consumer products. Fibreglass was originally used in the United Kingdom and United States during World War II to manufacture radomes. Uses of fibreglass include building and construction materials, boat hulls, car body parts, and aerospace composite materials. Glass-fibre wool is an excellent thermal and sound insulation material, commonly used in buildings (e.g. attic and cavity wall insulation), and plumbing (e.g. pipe insulation), and soundproofing. It is produced by forcing molten glass through a fine mesh by centripetal force, and breaking the extruded glass fibres into short lengths using a stream of high-velocity air. The fibres are bonded with an adhesive spray and the resulting wool mat is cut and packed in rolls or panels. Non-silicate Besides common silica-based glasses many other inorganic and organic materials may also form glasses, including metals, aluminates, phosphates, borates, chalcogenides, fluorides, germanates (glasses based on GeO2), tellurites (glasses based on TeO2), antimonates (glasses based on Sb2O3), arsenates (glasses based on As2O3), titanates (glasses based on TiO2), tantalates (glasses based on Ta2O5), nitrates, carbonates, plastics, acrylic, and many other substances. Some of these glasses (e.g. Germanium dioxide (GeO2, Germania), in many respects a structural analogue of silica, fluoride, aluminate, phosphate, borate, and chalcogenide glasses) have physico-chemical properties useful for their application in fibre-optic waveguides in communication networks and other specialized technological applications. Silica-free glasses may often have poor glass forming tendencies. Novel techniques, including containerless processing by aerodynamic levitation (cooling the melt whilst it floats on a gas stream) or splat quenching (pressing the melt between two metal anvils or rollers), may be used increase cooling rate, or reduce crystal nucleation triggers. Amorphous metals In the past, small batches of amorphous metals with high surface area configurations (ribbons, wires, films, etc.) have been produced through the implementation of extremely rapid rates of cooling. Amorphous metal wires have been produced by sputtering molten metal onto a spinning metal disk. More recently a number of alloys have been produced in layers with thickness exceeding 1 millimeter. These are known as bulk metallic glasses (BMG). Liquidmetal Technologies sell a number of zirconium-based BMGs. Batches of amorphous steel have also been produced that demonstrate mechanical properties far exceeding those found in conventional steel alloys. Experimental evidence indicates that the system Al-Fe-Si may undergo a first-order transition to an amorphous form (dubbed "q-glass") on rapid cooling from the melt. Transmission electron microscopy (TEM) images indicate that q-glass nucleates from the melt as discrete particles with a uniform spherical growth in all directions. While x-ray diffraction reveals the isotropic nature of q-glass, a nucleation barrier exists implying an interfacial discontinuity (or internal surface) between the glass and melt phases. Polymers Important polymer glasses include amorphous and glassy pharmaceutical compounds. These are useful because the solubility of the compound is greatly increased when it is amorphous compared to the same crystalline composition. Many emerging pharmaceuticals are practically insoluble in their crystalline forms. Many polymer thermoplastics familiar from everyday use are glasses. For many applications, like glass bottles or eyewear, polymer glasses (acrylic glass, polycarbonate or polyethylene terephthalate) are a lighter alternative to traditional glass. Molecular liquids and molten salts Molecular liquids, electrolytes, molten salts, and aqueous solutions are mixtures of different molecules or ions that do not form a covalent network but interact only through weak van der Waals forces or through transient hydrogen bonds. In a mixture of three or more ionic species of dissimilar size and shape, crystallization can be so difficult that the liquid can easily be supercooled into a glass. Examples include LiCl:RH2O (a solution of lithium chloride salt and water molecules) in the composition range 4<R<8. sugar glass, or Ca0.4K0.6(NO3)1.4. Glass electrolytes in the form of Ba-doped Li-glass and Ba-doped Na-glass have been proposed as solutions to problems identified with organic liquid electrolytes used in modern lithium-ion battery cells. Production Following the glass batch preparation and mixing, the raw materials are transported to the furnace. Soda-lime glass for mass production is melted in gas fired units. Smaller scale furnaces for specialty glasses include electric melters, pot furnaces, and day tanks. After melting, homogenization and refining (removal of bubbles), the glass is formed. Flat glass for windows and similar applications is formed by the float glass process, developed between 1953 and 1957 by Sir Alastair Pilkington and Kenneth Bickerstaff of the UK's Pilkington Brothers, who created a continuous ribbon of glass using a molten tin bath on which the molten glass flows unhindered under the influence of gravity. The top surface of the glass is subjected to nitrogen under pressure to obtain a polished finish. Container glass for common bottles and jars is formed by blowing and pressing methods. This glass is often slightly modified chemically (with more alumina and calcium oxide) for greater water resistance. Once the desired form is obtained, glass is usually annealed for the removal of stresses and to increase the glass's hardness and durability. Surface treatments, coatings or lamination may follow to improve the chemical durability (glass container coatings, glass container internal treatment), strength (toughened glass, bulletproof glass, windshields), or optical properties (insulated glazing, anti-reflective coating). New chemical glass compositions or new treatment techniques can be initially investigated in small-scale laboratory experiments. The raw materials for laboratory-scale glass melts are often different from those used in mass production because the cost factor has a low priority. In the laboratory mostly pure chemicals are used. Care must be taken that the raw materials have not reacted with moisture or other chemicals in the environment (such as alkali or alkaline earth metal oxides and hydroxides, or boron oxide), or that the impurities are quantified (loss on ignition). Evaporation losses during glass melting should be considered during the selection of the raw materials, e.g., sodium selenite may be preferred over easily evaporating selenium dioxide (SeO2). Also, more readily reacting raw materials may be preferred over relatively inert ones, such as aluminum hydroxide (Al(OH)3) over alumina (Al2O3). Usually, the melts are carried out in platinum crucibles to reduce contamination from the crucible material. Glass homogeneity is achieved by homogenizing the raw materials mixture (glass batch), by stirring the melt, and by crushing and re-melting the first melt. The obtained glass is usually annealed to prevent breakage during processing. Colour Colour in glass may be obtained by addition of homogenously distributed electrically charged ions (or colour centres). While ordinary soda-lime glass appears colourless in thin section, iron(II) oxide (FeO) impurities produce a green tint in thick sections. Manganese dioxide (MnO2), which gives glass a purple colour, may be added to remove the green tint given by FeO. FeO and chromium(III) oxide (Cr2O3) additives are used in the production of green bottles. Iron (III) oxide, on the other-hand, produces yellow or yellow-brown glass. Low concentrations (0.025 to 0.1%) of cobalt oxide (CoO) produces rich, deep blue cobalt glass. Chromium is a very powerful colourising agent, yielding dark green. Sulphur combined with carbon and iron salts produces amber glass ranging from yellowish to almost black. A glass melt can also acquire an amber colour from a reducing combustion atmosphere. Cadmium sulfide produces imperial red, and combined with selenium can produce shades of yellow, orange, and red. The additive Copper(II) oxide (CuO) produces a turquoise colour in glass, in contrast to Copper(I) oxide (Cu2O) which gives a dull brown-red colour. Uses Architecture and windows Soda-lime sheet glass is typically used as transparent glazing material, typically as windows in external walls of buildings. Float or rolled sheet glass products is cut to size either by scoring and snapping the material, laser cutting, water jets, or diamond bladed saw. The glass may be thermally or chemically tempered (strengthened) for safety and bent or curved during heating. Surface coatings may be added for specific functions such as scratch resistance, blocking specific wavelengths of light (e.g. infrared or ultraviolet), dirt-repellence (e.g. self-cleaning glass), or switchable electrochromic coatings. Structural glazing systems represent one of the most significant architectural innovations of modern times, where glass buildings now often dominate skylines of many modern cities. These systems use stainless steel fittings countersunk into recesses in the corners of the glass panels allowing strengthened panes to appear unsupported creating a flush exterior. Structural glazing systems have their roots in iron and glass conservatories of the nineteenth century Tableware Glass is an essential component of tableware and is typically used for water, beer and wine drinking glasses. Wine glasses are typically stemware, i.e. goblets formed from a bowl, stem, and foot. Crystal or Lead crystal glass may be cut and polished to produce decorative drinking glasses with gleaming facets. Other uses of glass in tableware include decanters, jugs, plates, and bowls. Packaging The inert and impermeable nature of glass makes it a stable and widely used material for food and drink packaging as glass bottles and jars. Most container glass is soda-lime glass, produced by blowing and pressing techniques. Container glass has a lower magnesium oxide and sodium oxide content than flat glass, and a higher silica, calcium oxide, and aluminum oxide content. Its higher content of water-insoluble oxides imparts slightly higher chemical durability against water, which is advantageous for storing beverages and food. Glass packaging is sustainable, readily recycled, reusable and refillable. For electronics applications, glass can be used as a substrate in the manufacture of integrated passive devices, thin-film bulk acoustic resonators, and as a hermetic sealing material in device packaging, including very thin solely glass based encapsulation of integrated circuits and other semiconductors in high manufacturing volumes. Laboratories Glass is an important material in scientific laboratories for the manufacture of experimental apparatus because it is relatively cheap, readily formed into required shapes for experiment, easy to keep clean, can withstand heat and cold treatment, is generally non-reactive with many reagents, and its transparency allows for the observation of chemical reactions and processes. Laboratory glassware applications include flasks, petri dishes, test tubes, pipettes, graduated cylinders, glass lined metallic containers for chemical processing, fractionation columns, glass pipes, Schlenk lines, gauges, and thermometers. Although most standard laboratory glassware has been mass-produced since the 1920s, scientists still employ skilled glassblowers to manufacture bespoke glass apparatus for their experimental requirements. Optics Glass is a ubiquitous material in optics by virtue of its ability to refract, reflect, and transmit light. These and other optical properties can be controlled by varying chemical compositions, thermal treatment, and manufacturing techniques. The many applications of glass in optics includes glasses for eyesight correction, imaging optics (e.g. lenses and mirrors in telescopes, microscopes, and cameras), fibre optics in telecommunications technology, and integrated optics. Microlenses and gradient-index optics (where the refractive index is non-uniform) find application in e.g. reading optical discs, laser printers, photocopiers, and laser diodes. Art Glass as art dates to least 1300 BC shown as an example of natural glass found in Tutankhamun's pectoral, which also contained vitreous enamel, that is to say, melted coloured glass used on a metal backing. Enamelled glass, the decoration of glass vessels with coloured glass paints, has existed since 1300 BC, and was prominent in the early 20th century with Art Nouveau glass and that of the House of Fabergé in St. Petersburg, Russia. Both techniques were used in stained glass, which reached its height roughly from 1000 to 1550, before a revival in the 19th century. The 19th century saw a revival in ancient glass-making techniques including cameo glass, achieved for the first time since the Roman Empire, initially mostly for pieces in a neo-classical style. The Art Nouveau movement made great use of glass, with René Lalique, Émile Gallé, and Daum of Nancy in the first French wave of the movement, producing coloured vases and similar pieces, often in cameo glass or in lustre glass techniques. Louis Comfort Tiffany in America specialized in stained glass, both secular and religious, in panels and his famous lamps. The early 20th-century saw the large-scale factory production of glass art by firms such as Waterford and Lalique. Small studios may hand-produce glass artworks. Techniques for producing glass art include blowing, kiln-casting, fusing, slumping, pâte de verre, flame-working, hot-sculpting and cold-working. Cold work includes traditional stained glass work and other methods of shaping glass at room temperature. Objects made out of glass include vessels, paperweights, marbles, beads, sculptures and installation art. See also Fire glass Flexible glass Kimberley points Prince Rupert's drop Smart glass References External links The Story of Glass Making in Canada from The Canadian Museum of Civilization. "How Your Glass Ware Is Made" by George W. Waltz, February 1951, Popular Science. All About Glass from the Corning Museum of Glass: a collection of articles, multimedia, and virtual books all about glass, including the Glass Dictionary. National Glass Association—The largest trade association representing the flat (architectural), auto glass, and window & door industries Amorphous solids Dielectrics Materials Packaging materials Sculpture materials Windows
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The governor-general of Australia is the representative of the monarch, currently Queen Elizabeth II, in Australia. The governor-general is appointed by the monarch on the recommendation of government ministers. The governor-general has formal presidency over the Federal Executive Council and is commander-in-chief of the Australian Defence Force. The functions of the governor-general include appointing ministers, judges, and ambassadors; giving royal assent to legislation passed by parliament; issuing writs for election; and bestowing Australian honours. In general, the governor-general observes the conventions of the Westminster system and responsible government, maintaining a political neutrality, and has almost always acted only on the advice of the prime minister or other ministers or, in certain cases, parliament. The governor-general also has a ceremonial role: hosting events at either of the two official residencesGovernment House in the capital, Canberra, and Admiralty House in Sydneyand travelling throughout Australia to open conferences, attend services and commemorations, and generally provide encouragement to individuals and groups who are contributing to their communities. When travelling abroad, the governor-general is seen as the representative of Australia, and of the Queen of Australia. The governor-general is supported by a staff (of 80 in 2018) headed by the official secretary to the governor-general of Australia. A governor-general is not appointed for a specific term, but is generally expected to serve for five years subject to a possible short extension. Since 1 July 2019, the governor-general has been General David Hurley. From Federation in 1901 until 1965, 11 out of the 15 governors-general were British aristocrats; they included six barons, two viscounts, two earls, and one royal duke. Since then, all but one of the governors-general have been Australian-born; the exception, Sir Ninian Stephen, arrived in Australia as a teenager. Only one governor-general, Dame Quentin Bryce (2008–2014), has been a woman. None has been of non-European or of Aboriginal Australian or Torres Strait Islander background. Method of appointment The governor-general is formally appointed by the monarch of Australia, in terms of letters patent issued by the monarch at some time during their reign and counter-signed by the then prime minister. When a new governor-general is to be appointed, the current prime minister recommends a name to the monarch, who by convention accepts that recommendation. The monarch then permits the recommendation to be publicly announced, usually several months before the end of the existing governor-general's term. During these months, the person recommended is referred to as the governor-general-designate. After receiving their commission, the new governor-general takes an Oath of Allegiance to the monarch and an Oath of Office. These oaths are administered by the chief justice of Australia or another senior judge. Traditionally, the ceremony takes place in the Senate chamber. History In 1919, Prime Minister Billy Hughes sent a memorandum to the Colonial Office in which he requested "a real and effective voice in the selection of the King's representative". He further proposed that the Dominions be able to nominate their own candidates and that "the field of selection should not exclude citizens of the Dominion itself". The memorandum met with strong opposition within the Colonial Office and was dismissed by Lord Milner, the Colonial Secretary; no response was given. The following year, as Ronald Munro Ferguson's term was about to expire, Hughes cabled the Colonial Office and asked that the appointment be made in accordance with the memorandum. To mollify Hughes, Milner offered him a choice between three candidates. After consulting his cabinet he chose Henry Forster, 1st Baron Forster. In 1925, under Prime Minister Stanley Bruce, the same practice was followed for the appointment of Forster's successor Lord Stonehaven, with the Australian government publicly stating that his name "had been submitted, with others, to the Commonwealth ministry, who had selected him". The prime minister now advises the monarch to appoint their nominee. This has been the procedure since November 1930, when James Scullin's proposed appointment of Sir Isaac Isaacs was fiercely opposed by the British government. This was not because of any lack of regard for Isaacs personally, but because the British government considered that the choice of Governors-General was, since the 1926 Imperial Conference, a matter for the monarch's decision alone. (However, it became very clear in a conversation between Scullin and King George V's private secretary, Lord Stamfordham, on 11 November 1930, that this was merely the official reason for the objection, with the real reason being that an Australian, no matter how highly regarded personally, was not considered appropriate to be a governor-general.) Scullin was equally insistent that the monarch must act on the relevant prime minister's direct advice (the practice until 1926 was that Dominion prime ministers advised the monarch indirectly, through the British government, which effectively had a veto over any proposal it did not agree with). Scullin cited the precedents of the prime minister of South Africa, J. B. M. Hertzog, who had recently insisted on his choice of the Earl of Clarendon as governor-general of that country, and the selection of an Irishman as governor-general of the Irish Free State. Both of these appointments had been agreed to despite British government objections. Despite these precedents, George V remained reluctant to accept Scullin's recommendation of Isaacs and asked him to consider Field Marshal Sir William Birdwood. However, Scullin stood firm, saying he would be prepared to fight a general election on the issue of whether an Australian should be prevented from becoming governor-general because he was Australian. On 29 November, the King agreed to Isaacs's appointment, but made it clear that he did so only because he felt he had no option. (Lord Stamfordham had complained that Scullin had "put a gun to the King's head".) This right not only to advise the monarch directly, but also to expect that advice to be accepted, was soon taken up by all the other Dominion prime ministers. This, among other things, led to the Statute of Westminster 1931 and to the formal separation of the Crowns of the Dominions. Now, the Queen of Australia is generally bound by constitutional convention to accept the advice of the Australian prime minister and state premiers about Australian and state constitutional matters, respectively. Styles and titles of governors-general Governors-general have during their tenure the style His/Her Excellency the Honourable and their spouses have the style His/Her Excellency. Since May 2013, the style used by a former governor-general is the Honourable; it was at the same time retrospectively granted for life to all previous holders of the office. From the creation of the Order of Australia in 1975, the governor-general was, ex officio, Chancellor and Principal Companion of the order, and therefore became entitled to the post-nominal AC. In 1976, the letters patent for the order were amended to introduce the rank of Knight and Dame to the order, and from that time the governor-general became, ex officio, the Chancellor and Principal Knight of the order. In 1986 the letters patent were amended again, and governors-general appointed from that time were again, ex officio, entitled to the post-nominal AC (although if they already held a knighthood in the order that superior rank was retained). Until 1989, all governors-general were members of the Privy Council of the United Kingdom and thus held the additional style the Right Honourable for life. The same individuals were also usually either peers, knights, or both (the only Australian peer to be appointed as governor-general was the Lord Casey; and Sir William McKell was knighted only in 1951, some years into his term, but he was entitled to the style "The Honourable" during his tenure as premier of New South Wales, an office he held until almost immediately before his appointment). In 1989, Bill Hayden, a republican, declined appointment to the British Privy Council and any imperial honours. From that time until 2014, governors-general did not receive automatic titles or honours, other than the post-nominal AC by virtue of being Chancellor and Principal Companion of the Order of Australia. Dame Quentin Bryce was the first governor-general to have had no prior title or pre-nominal style. She was in office when, on 19 March 2014, the Queen, acting on the advice of Prime Minister Tony Abbott, amended the letters patent of the Order of Australia to provide, inter alia, that the governor-general would be, ex officio, Principal Knight or Principal Dame of the order. Until 2015, the honour continued after the retirement from office of the governor-general. Formerly, the governor-general automatically became a knight or dame (if he or she was not already one previously) upon being sworn in. Backgrounds of governors-general All the governors-general until 1965 were British-born, except for Australian-born Sir Isaac Isaacs (1931–1936) and Sir William McKell (1947–1953). There have been only Australian occupants since then, although Sir Ninian Stephen (1982–1989) had been born in Britain. Prince Henry, Duke of Gloucester, was a senior member of the royal family. Dame Quentin Bryce (2008–2014) was the first woman to be appointed to the office. Sir Isaac Isaacs and Sir Zelman Cowen were Jewish; Bill Hayden was an avowed atheist during his term and he made an affirmation rather than swear an oath at the beginning of his commission; the remaining Governors-General have been at least nominally Christian. Various governors-general had previously served as governors of an Australian state or colony: Lord Hopetoun (Victoria 1889–1895); Lord Tennyson (South Australia 1899–1902); Lord Gowrie (South Australia 1928–34; and New South Wales 1935–1936); Major General Michael Jeffery (Western Australia 1993–2000); Dame Quentin Bryce (Queensland 2003–2008); General David Hurley (New South Wales 2014 - 2019). Sir Ronald Munro Ferguson had been offered the governorship of South Australia in 1895 and of Victoria in 1910, but refused both appointments. Lord Northcote was Governor of Bombay. Lord Casey was Governor of Bengal in between his periods of service to the Australian Parliament. Former leading politicians and members of the judiciary have figured prominently. Lord Dudley was Lord Lieutenant of Ireland (1902–1905). Lord Stonehaven (as John Baird) was Minister for Transport in the Cabinets of Bonar Law and Stanley Baldwin; and after his return to Britain he became Chairman of the UK Conservative Party. Sir Isaac Isaacs was successively Commonwealth Attorney-General, a High Court judge, and Chief Justice. Sir William McKell was Premier of New South Wales. Lord Dunrossil (as William Morrison) was Speaker of the UK House of Commons. Lord De L'Isle was Secretary of State for Air in Winston Churchill's cabinet from 1951 to 1955. More recent governors-general in this category include Lord Casey, Sir Paul Hasluck, Sir John Kerr, Sir Ninian Stephen, Bill Hayden and Sir William Deane. Of the eleven Australians appointed governor-general since 1965, Lord Casey, Sir Paul Hasluck and Bill Hayden were former federal parliamentarians; Sir John Kerr was the Chief Justice of the Supreme Court of New South Wales; Sir Ninian Stephen and Sir William Deane were appointed from the bench of the High Court; Sir Zelman Cowen was a vice-chancellor of the University of Queensland and constitutional lawyer; Peter Hollingworth was the Anglican Archbishop of Brisbane; and Major-General Michael Jeffery was a retired military officer and former Governor of Western Australia. Quentin Bryce's appointment was announced during her term as Governor of Queensland; she had previously been the Federal Sex Discrimination Commissioner. General David Hurley was a retired Chief of Defence Force and former Governor of New South Wales. Significant post-retirement activities of earlier Governors-General have included: Lord Tennyson was appointed Deputy Governor of the Isle of Wight; Sir Ronald Munro Ferguson (by now Lord Novar) became Secretary of State for Scotland; and Lord Gowrie became Chairman of the Marylebone Cricket Club (Lord Forster had also held this post, before his appointment as governor-general). Tenure The constitution does not set a term of office, so a governor-general may continue to hold office for any agreed length of time. In recent decades the typical term of office has been five years. Some early governors-general were appointed to terms of just one year (Lord Tennyson) or two years (Lord Forster; later extended). At the end of this initial term, a commission may be extended for a short time, usually to avoid conflict with an election or during political difficulties. The salary of the governor-general was initially set by the constitution, which fixed an annual amount of A£10,000 until the parliament decided otherwise. The constitution also provides that the salary of the governor-general cannot be "altered" during his or her term of office. Under the Governor-General Act 1974, each new commission has resulted in a pay increase. Today, the law ensures the salary is higher than that for the Chief Justice of the High Court, over a five-year period. The annual salary during Michael Jeffery's term was $365,000. Quentin Bryce's salary was $394,000. The current salary is $425,000 and there is a generous pension. Until 2001, Governors-General did not pay income tax on their salary; this was changed after the Queen agreed to pay tax. Three governors-general have resigned their commission. The first governor-general, Lord Hopetoun, asked to be recalled to Britain in 1903 over a dispute about funding for the post. Sir John Kerr resigned in 1977, with his official reason being his decision to accept the position of Australian Ambassador to UNESCO in Paris, a post which ultimately he did not take up, but the resignation also being motivated by the 1975 constitutional controversy. In 2003, Archbishop Peter Hollingworth voluntarily stood aside while controversial allegations against him were managed, and the letters patent of the office were amended to take account of this circumstance. He later "stepped down over the church's handling" of "allegations" of sexual abuse of boys, for which he apologised before the Royal Commission into Institutional Responses to Child Sexual Abuse in 2016. In 1961, Lord Dunrossil became the first and, to date, only governor-general to die while holding office. A governor-general may be recalled or dismissed by the monarch before their term is complete. By convention, this may only be upon advice from the prime minister, who retains responsibility for selecting an immediate replacement or letting the vacancy provisions take effect. No Australian governor-general has ever been dismissed, and it is unclear how quickly the monarch would act on such advice. The constitutional crisis of 1975 raised the possibility of the prime minister and the governor-general attempting to dismiss each other at the same time. According to William McMahon, Harold Holt considered having Lord Casey dismissed from the governor-generalship, and went as far as to have the necessary documents drawn up. Casey had twice called McMahon into Yarralumla to give him a "dressing down" over his poor relationship with Deputy Prime Minister John McEwen, which he believed was affecting the government. Holt believed that this was an improper use of his authority, but no further action was taken. A vacancy occurs on the resignation, death, or incapacity of the governor-general. A temporary vacancy occurs when the governor-general is overseas on official business representing Australia. A temporary vacancy also occurred in 2003 when Peter Hollingworth stood aside. Section 4 of the constitution allows the Queen to appoint an administrator to carry out the role of governor-general when there is a vacancy. By convention, the longest-serving state governor holds a dormant commission, allowing an assumption of office to commence whenever a vacancy occurs. In 1975, Labor Prime Minister Gough Whitlam advised the Queen that Sir Colin Hannah, then Governor of Queensland, should have his dormant commission revoked for having made public political statements. Constitutional role and functions The Constitution of Australia, section 2, provides:A Governor-General appointed by the Queen shall be Her Majesty's representative in the Commonwealth, and shall have and may exercise in the Commonwealth during the Queen's pleasure, but subject to this Constitution, such powers and functions of the Queen as Her Majesty may be pleased to assign to him.Such further powers are currently set out in letters patent of 2008 from Queen Elizabeth II; these contain no substantive powers, but provide for the case of a governor-general's absence or incapacity. The constitution also provides that the governor-general is the monarch's "representative" in exercising the executive power of the Commonwealth (section 61) and as commander-in-chief of the armed forces (section 68). Australian Solicitor-General Maurice Byers stated in 1974: "The constitutional prescription is that executive power is exercisable by the governor-general although vested in the Queen. What is exercisable is original executive power: that is, the very thing vested in the Queen by section 61. And it is exercisable by the Queen's representative, not her delegate or agent." The 1988 Constitutional Commission report explained: "the governor-general is in no sense a delegate of the Queen. The independence of the office is highlighted by changes which have been made in recent years to the Royal Instruments relating to it." The changes occurred in 1984 when Queen Victoria's letters patent and instructions were revoked and replaced with new letters patent, on Prime Minister Bob Hawke's advice, who stated that this would clarify the governor-general's position under the constitution. This remains the case even when the sovereign is in the country: Solicitor-General Kenneth Bailey, prior to the first tour of Australia by its reigning monarch in 1954, explained the position by saying: the Constitution expressly vests in the Governor-General the power or duty to perform a number of the Crown's functions in the Legislature and the Executive Government of the Commonwealth... The executive power of the Commonwealth, by section 61 of the Constitution, is declared to be vested in the Queen. It is also, in the same section, declared to be "exercisable" by the Governor-General as the Queen's representative. In the face of this provision, I feel it is difficult to contend that the Queen, even though present in Australia, may exercise in person functions of executive government which are specifically assigned by the constitution to the Governor-General." As early as 1901, the authoritative commentary by Quick and Garran had noted that the governor-general of Australia was distinguished from other Empire governors-general by the fact that "[t]he principal and most important of his powers and functions, legislative as well as executive, are expressly conferred on him by the terms of the Constitution itself ... not by Royal authority, but by statutory authority". This view was also held by Senior Judge of the Supreme Court of Tasmania Andrew Inglis Clark, who, with W. Harrison Moore (a contributor to the first draft of the constitution put before the 1897 Adelaide Convention and professor of law at the University of Melbourne), postulated that the letters patent and the royal instructions issued by Queen Victoria were unnecessary "or even of doubtful legality". The monarch chose not to intervene during the 1975 Australian constitutional crisis, in which Governor-General Sir John Kerr dismissed the Labor government of Gough Whitlam, on the basis that such a decision is a matter "clearly placed within the jurisdiction of the Governor-General". Through her private secretary, she wrote that she "has no part in the decisions which the Governor-General must take in accordance with the Constitution". In an address to the Sydney Institute, January 2007, in connection with that event, Sir David Smith, a retired official secretary to the governor-general of Australia who had been Kerr's official secretary in 1975, described the constitution as conferring the powers and functions of Australia's head of state on the governor-general in "his own right". He stated that the governor-general was more than a representative of the sovereign, explaining: "under section 2 of the Constitution the Governor-General is the Queen's representative and exercises certain royal prerogative powers and functions; under section 61 of the Constitution the Governor-General is the holder of a quite separate and independent office created, not by the Crown, but by the Constitution, and empowered to exercise, in his own right as Governor-General... all the powers and functions of Australia's head of state." Role in the Australian Parliament The constitution describes the parliament of the commonwealth as consisting of the Queen, the Senate and the House of Representatives. Section 5 states that "the Governor-General may appoint such times for holding the sessions of the Parliament [...] prorogue the Parliament [and] dissolve the House of Representatives." These provisions make it clear that the Queen's role in the parliament is in name only and the actual responsibility belongs to the governor-general. Such decisions are usually taken on the advice of the prime minister, although that is not stated in the constitution. The governor-general has a ceremonial role in swearing in and accepting the resignations of members of Parliament. They appoint a deputy, to whom members make an oath of allegiance before they take their seats. On the day parliament opens, the governor-general makes a speech, entirely written by the government, explaining the government's proposed legislative program. The most important power is found in section 58: "When a proposed law passed by both Houses of Parliament is presented to the Governor-General for the Queen's assent, he shall declare ... that he assents in the Queen's name." The royal assent brings such laws into effect, as legislation, from the date of signing. Sections 58 to 60 allow the governor-general to withhold assent, suggest changes, refer to the Queen or proclaim that the Queen has annulled the legislation. A number of governors-general have reserved royal assent for particular legislation for the Queen. Such assent has usually been given during a scheduled visit to Australia by the Queen. On other occasions royal assent has been given elsewhere. Examples of this have been the Flags Act (1953), the Royal Styles and Titles Acts (1953 and 1973), and the Australia Act (1986). Role in executive government At the start of Chapter 2 on executive government, the constitution says "The executive power of the Commonwealth is vested in the Queen and is exercisable by the Governor-General as the Queen's representative". The governor-general presides over a Federal Executive Council. By convention, the prime minister is appointed to this council and advises as to which parliamentarians shall become ministers and parliamentary secretaries. In the constitution, the words "Governor-General-in-council" mean the governor-general acting with the advice of the Council. Powers exercised in council, which are not reserve powers, include: establishing government departments appointing federal judges, and appointing ambassadors and high commissioners All such actions are taken on the advice of ministers. Military role Under section 68 of the constitution, "the command in chief of the naval and military forces of the Commonwealth is vested in the Governor‑General". In practice, the associated powers over the Australian Defence Force are only exercised on the advice of the prime minister or minister for defence, on behalf of cabinet. The actual powers of the governor-general as commander-in-chief are not defined in the constitution, but rather in the Defence Act 1903 and other legislation. They include appointing the chief of the Defence Force and authorising the deployment of troops. There is some ambiguity with regard to the role of the governor-general in declarations of war. In 1941 and 1942, the Curtin Government advised the governor-general to declare war on several Axis powers, but then had King George VI make identical proclamations on Australia's behalf. No formal declarations of war have been made since World War II, although in 1973 the Whitlam Government advised the governor-general to proclaim the end of Australia's involvement in Vietnam, despite the lack of an initiating proclamation. The powers of command-in-chief are vested in the governor-general rather than the "Governor-General in Council", meaning there is an element of personal discretion in their exercise. For instance, in 1970 Governor-General Paul Hasluck refused Prime Minister John Gorton's request to authorise a Pacific Islands Regiment peacekeeping mission in the Territory of Papua and New Guinea, on the grounds that cabinet had not been consulted. Gorton agreed to put the matter to his ministers, and a cabinet meeting agreed that troops should only be called out if requested by the territory's administrator; this did not occur. Defence Minister Malcolm Fraser, who opposed the call out, was responsible for informing Hasluck of the prime minister's lack of consultation. The incident contributed to Fraser's resignation from cabinet in 1971 and Gorton's subsequent loss of the prime ministership. Reserve powers In the United Kingdom, the reserve powers of the monarch (which are typically referred to as the "royal prerogative") are not explicitly stated in constitutional enactments, and are the province of convention and common law. In Australia, however, the powers are explicitly given to the governor-general in the constitution; it is their use that is the subject of convention. The reserve powers are, according to the Constitution of Australia: The power to dissolve (or refuse to dissolve) the House of Representatives (section 5) The power to dissolve Parliament on the occasion of a deadlock (section 57) The power to withhold assent to bills (section 58) The power to appoint (or dismiss) ministers (section 64) Those powers are generally and routinely exercised on ministerial advice, but the governor-general retains the ability to act independently in certain circumstances, as governed by convention. It is generally held that the governor-general may use powers without ministerial advice in the following situations: if an election results in a parliament in which no party has a majority, the governor-general may select the prime minister if a prime minister loses the support of the House of Representatives, the governor-general may appoint a new prime minister if a prime minister advises a dissolution of the House of Representatives, the governor-general may refuse that request, or request further reasons why it should be granted; it is worth noting that convention does not give the governor-general the ability to dissolve either the House of Representatives or the Senate without advice The use of the reserve powers may arise in the following circumstances: if a prime minister advises a dissolution of Parliament on the occasion of a deadlock between the Houses, the governor-general may refuse that request if the governor-general is not satisfied with a legislative bill as presented, they may refuse royal assent if a prime minister resigns after losing a vote of confidence, the governor-general may select a new replacement contrary to the advice of the outgoing prime minister if a prime minister is unable to obtain supply and refuses to resign or advise a dissolution, the governor-general may dismiss him or her and appoint a new prime minister The above is not an exhaustive list, and new situations may arise. The most notable use of the reserve powers occurred in November 1975, in the course of the 1975 Australian constitutional crisis. On this occasion the governor-general, Sir John Kerr, dismissed the government of Gough Whitlam when the Senate withheld Supply to the government, even though Whitlam retained the confidence of the House of Representatives. Kerr determined that he had both the right and the duty to dismiss the government and commission a new government that would recommend a dissolution of the Parliament. Events surrounding the dismissal remain extremely controversial. Biosecurity emergencies On 18 March 2020, a human biosecurity emergency was declared in Australia owing to the risks to human health posed by the COVID-19 pandemic in Australia, after the National Security Committee met the previous day. The Biosecurity Act 2015 specifies that the governor-general may declare such an emergency exists if the health minister (Greg Hunt at the time) is satisfied that "a listed human disease is posing a severe and immediate threat, or is causing harm, to human health on a nationally significant scale". This gives the minister sweeping powers, including imposing restrictions or preventing the movement of people and goods between specified places, and evacuations. The Biosecurity (Human Biosecurity Emergency) (Human Coronavirus with Pandemic Potential) Declaration 2020 was declared by Governor-General David Hurley under Section 475 of the Act. Ceremonial role In addition to the formal constitutional role, the governor-general has a representative and ceremonial role, though the extent and nature of that role has depended on the expectations of the time, the individual in office at the time, the wishes of the incumbent government, and the individual's reputation in the wider community. Governors-general generally become patrons of various charitable institutions, present honours and awards, host functions for various groups of people including ambassadors to and from other countries, and travel widely throughout Australia. Sir William Deane (governor-general 1996–2001) described one of his functions as being "Chief Mourner" at prominent funerals. In Commentaries on the Constitution of the Commonwealth of Australia, Garran noted that, since the Australian executive is national in nature (being dependent on the nationally elected House of Representatives, rather than the Senate), "the Governor-General, as the official head of the Executive, does not in the smallest degree represent any federal element; if he represents anything he is the image and embodiment of national unity and the outward and visible representation of the Imperial relationship of the Commonwealth". That role can become controversial, however, if the governor-general becomes unpopular with sections of the community. The public role adopted by Sir John Kerr was curtailed considerably after the constitutional crisis of 1975; Sir William Deane's public statements on political issues produced some hostility towards him; and some charities disassociated themselves from Peter Hollingworth after the issue of his management of sex abuse cases during his time as Anglican Archbishop of Brisbane became a matter of controversy. At one time, governors-general wore the traditional court uniform, consisting of a dark navy wool double-breasted coatee with silver oak leaf and fern embroidery on the collar and cuffs trimmed with silver buttons embossed with the Royal Arms and with bullion edged epaulettes on the shoulders, dark navy trousers with a wide band of silver oak-leaf braid down the outside seam, silver sword belt with ceremonial sword, bicorne cocked hat with plume of ostrich feathers, black patent leather Wellington boots with spurs, etc., that is worn on ceremonial occasions. There is also a tropical version made of white tropical wool cut in a typical military fashion worn with a plumed helmet. However, that custom fell into disuse during the tenure of Sir Paul Hasluck. The governor-general now wears an ordinary lounge suit if a man or day dress if a woman. Diplomatic role The governor-general makes state visits overseas on behalf of Australia, during which an administrator of the government is appointed. The right of governors-general to make state visits was confirmed at the 1926 Imperial Conference, as it was deemed not feasible for the sovereign to pay state visits on behalf of countries other than the United Kingdom. However, an Australian governor-general did not exercise that right until 1971, when Paul Hasluck visited New Zealand. Hasluck's successor John Kerr made state visits to eight countries, but Kerr's successor Zelman Cowen made only a single state visit – to Papua New Guinea – as he wished to concentrate on travelling within Australia. All subsequent governors-general have travelled widely while in office and made multiple state visits. Occasionally governors-general have made extended tours visiting multiple countries, notably in 2009 when Quentin Bryce visited nine African countries in 19 days. The office of governor-general as an agency The office of governor-general as an agency of the Commonwealth is regulated by the Governor-General Act 1974. The act provides the governor-general with a salary (fixed in 2014 at $425,000) and, after leaving office, a lifetime allowance fixed at two-thirds of the salary of the Chief Justice of the High Court. There is also provision for a surviving spouse or partner. The governor-general appoints an Official Secretary, who in turn appoints other staff. By convention, the governor-general and any family occupy an official residence in Canberra, Government House (commonly referred to as Yarralumla). The governor-general travels in a Rolls-Royce Phantom VI limousine for ceremonial occasions, such as the State Opening of Parliament. However, governors-general more commonly use Australian-built luxury cars when on official business. The official cars of the governor-general fly the Flag of the Governor-General of Australia and display St. Edward's Crown instead of number plates. A similar arrangement is used for the governors of the six states. When the Queen is in Australia, the Queen's Personal Australian Flag is flown on the car in which she is travelling. During the Queen's 2011 visit to Australia, she and the Duke of Edinburgh were driven in a Range Rover Vogue. History The office of "governor-general" was previously used in Australia in the mid-19th century. Sir Charles FitzRoy (Governor of New South Wales from 1846–1855) and Sir William Denison (Governor of New South Wales from 1855–1861) also carried the additional title of Governor-General because their jurisdiction extended to other colonies in Australia. The office of governor-general for the Commonwealth of Australia was conceived during the debates and conventions leading up to federation. The first Governor-General, the Earl of Hopetoun, was a previous governor of Victoria. He was appointed in July 1900, returning to Australia shortly before the inauguration of the Commonwealth of Australia on 1 January 1901. After the initial confusion of the Hopetoun Blunder, he appointed the first prime minister of Australia, Edmund Barton, to a caretaker government, with the inaugural 1901 federal election not occurring until March. Early governors-general were British and were appointed by the queen or king on the recommendation of the Colonial Office. The Australian Government was merely asked, as a matter of courtesy, whether they approved of the choice or not. Governors-general were expected to exercise a supervisory role over the Australian Government in the manner of a colonial governor. In a very real sense, they represented the British Government. They had the right to "reserve" legislation passed by the Parliament of Australia: in effect, to ask the Colonial Office in London for an opinion before giving the royal assent. They exercised this power several times. The monarch, acting upon advice of the British Government, could also disallow any Australian legislation up to a year after the governor-general had given it the assent; although this power has never been used. These powers remain in section 59 of the Constitution of Australia, but today are regarded as dead letters. The early governors-general frequently sought advice on the exercise of their powers from judges of the High Court of Australia, Sir Samuel Griffith and Sir Edmund Barton. That practice has continued from time to time. During the 1920s, the importance of the position declined. As a result of decisions made at the 1926 Imperial Conference, the governor-general ceased to represent the British Government diplomatically, and the British right of supervision over Australian affairs was abolished. As the Balfour Declaration of 1926, later implemented as the Statute of Westminster 1931, put it:It is desirable formally to place on record a definition of the position held by the Governor-General as His Majesty's representative in the Dominions. That position, though now generally well recognised, undoubtedly represents a development from an earlier stage when the Governor-General was appointed solely on the advice of His Majesty's Ministers in London and acted also as their representative. In our opinion it is an essential consequence of the equality of status existing among the members of the British Commonwealth of Nations that the Governor-General of a Dominion is the representative of the Crown, holding in all essential respects the same position in relation to the administration of public affairs in the Dominion as is held by His Majesty the King in Great Britain, and that he is not the representative or agent of His Majesty's Government in Great Britain or of any Department of that Government. However, it remained unclear just whose prerogative it now became to decide who new governors-general would be. In 1930, King George V and the Australian Prime Minister James Scullin discussed the appointment of a new Governor-General to replace Lord Stonehaven, whose term was coming to an end. The King maintained that it was now his sole prerogative to choose a governor-general, and he wanted Field-Marshal Sir William Birdwood for the Australian post. Scullin recommended the Australian jurist Sir Isaac Isaacs, and he insisted that George V act on the advice of his Australian prime minister in this matter. Scullin was partially influenced by the precedent set by the Government of the Irish Free State, which always insisted upon having an Irishman as the governor-general of the Irish Free State. The King approved Scullin's choice, albeit with some displeasure. The usual wording of official announcements of this nature read "The King has been pleased to appoint ...", but on this occasion the announcement said merely "The King has appointed ...", and his private secretary (Lord Stamfordham) asked the Australian solicitor-general, Sir Robert Garran, to make sure that Scullin was aware of the exact wording. The opposition Nationalist Party of Australia denounced the appointment as "practically republican", but Scullin had set a precedent. The convention gradually became established throughout the Commonwealth that the Governor-General is a citizen of the country concerned, and is appointed on the advice of the government of that country. In 1931, the transformation was concluded with the appointment of the first Australian governor-general, Isaacs, and the first British Representative in Australia, Ernest Crutchley. 1935 saw the appointment of the first British high commissioner to Australia, Geoffrey Whiskard (in office 1936–1941). After Scullin's defeat in 1931, non-Labor governments continued to recommend British people for appointment as governor-general, but such appointments remained solely a matter between the Australian government and the monarch. In 1947, Labor appointed a second Australian Governor-General, William McKell, who was in office as the Labor premier of New South Wales. The then leader of the Opposition, Robert Menzies, called McKell's appointment "shocking and humiliating". In 1965 the Menzies conservative government appointed an Australian, Lord Casey, and thereafter only Australians have held the position. Suggestions during the early 1980s that the Prince of Wales might become the governor-general came to nothing due to the prospective constitutional difficulty that might ensue if Prince Charles became king. In 2007 media outlets reported that Prince William might become governor-general of Australia. Both the prime minister, John Howard, and Clarence House repudiated the suggestion. Patronage The governor-general is generally invited to become patron of various charitable and service organisations. Historically the governor-general has also served as Chief Scout of Australia. The chief scout is nominated by the Scouting Association's National Executive Committee and is invited by the president of the Scout Association to accept the appointment. Bill Hayden declined the office on the grounds of his atheism, which was incompatible with the Scout Promise. He did however serve as the association's patron during his term of office. Spouse Spouses of governors-general have no official duties but carry out the role of a vice-regal consort. They are entitled to the courtesy style Her Excellency or His Excellency during the office-holder's term of office. Most spouses of governors-general have been content to be quietly supportive. Some, however, have been notable in their own right, such as Dame Alexandra Hasluck, Lady Casey and Michael Bryce. List of governors-general of Australia Timeline of governors-general See also History of Australia Constitutional history of Australia Chapter II of the Constitution of Australia Governors of the Australian states British Empire Royal Australian Air Force VIP aircraft Governor-general (links to other countries which have Governors-General) Australian VIP transport Musical composition Earl's March written by Australian author Walter J. Turner in 1889 dedicated to Adrian Hope, whilst in office. References Further reading (pp 515, 519, 548) External links "The Constitution as in force on 1 June 2003 together with proclamation declaring the establishment of the Commonwealth, letters patent relating to the Office of Governor-General, Statute of Westminster Adoption Act 1942, Australia Act 1986." A Mirror to the People a 58-minute documentary film on the Office of Governor-General of Australia 1999. Dir: Daryl Dellora. Features Sir William Deane, Sir Zelman Cowen, Sir Ninian Stephen. Special Commendation ATOM Awards. Governors-General of Australia Westminster system Monarchy in Australia Parliament of Australia 1975 Australian constitutional crisis 1901 establishments in Australia
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Gossip is idle talk or rumour, especially about the personal or private affairs of others; the act is also known as dishing or tattling. Gossip is a topic of research in evolutionary psychology, which has found gossip to be an important means for people to monitor cooperative reputations and so maintain widespread indirect reciprocity. Indirect reciprocity is a social interaction in which one actor helps another and is then benefited by a third party. Gossip has also been identified by Robin Dunbar, an evolutionary biologist, as aiding social bonding in large groups. Etymology The word is from Old English godsibb, from god and sibb, the term for the godparents of one's child or the parents of one's godchild, generally very close friends. In the 16th century, the word assumed the meaning of a person, mostly a woman, one who delights in idle talk, a newsmonger, a tattler. In the early 19th century, the term was extended from the talker to the conversation of such persons. The verb to gossip, meaning "to be a gossip", first appears in Shakespeare. The term originates from the bedroom at the time of childbirth. Giving birth used to be a social event exclusively attended by women. The pregnant woman's female relatives and neighbours would congregate and idly converse. Over time, gossip came to mean talk of others. Functions Gossip can: reinforceor punish the lack ofmorality and accountability reveal passive aggression, isolating and harming others serve as a process of social grooming build and maintain a sense of community with shared interests, information, and values begin a courtship that helps one find their desired mate, by counseling others provide a peer-to-peer mechanism for disseminating information Workplace gossip Mary Gormandy White, a human resource expert, gives the following "signs" for identifying workplace gossip: Animated people become silent ("Conversations stop when you enter the room") People begin staring at someone Workers indulge in inappropriate topics of conversation. White suggests "five tips ... [to] handle the situation with aplomb: Rise above the gossip Understand what causes or fuels the gossip Do not participate in workplace gossip. Allow for the gossip to go away on its own If it persists, "gather facts and seek help." Peter Vajda identifies gossip as a form of workplace violence, noting that it is "essentially a form of attack." Gossip is thought by many to "empower one person while disempowering another" (Hafen). Accordingly, many companies have formal policies in their employee handbooks against gossip. Sometimes there is room for disagreement on exactly what constitutes unacceptable gossip, since workplace gossip may take the form of offhand remarks about someone's tendencies such as "He always takes a long lunch," or "Don’t worry, that’s just how she is." TLK Healthcare cites as examples of gossip, "tattletaling to the boss without intention of furthering a solution or speaking to co-workers about something someone else has done to upset us." Corporate email can be a particularly dangerous method of gossip delivery, as the medium is semi-permanent and messages are easily forwarded to unintended recipients; accordingly, a Mass High Tech article advised employers to instruct employees against using company email networks for gossip. Low self-esteem and a desire to "fit in" are frequently cited as motivations for workplace gossip. There are five essential functions that gossip has in the workplace (according to DiFonzo & Bordia): Helps individuals learn social information about other individuals in the organization (often without even having to meet the other individual) Builds social networks of individuals by bonding co-workers together and affiliating people with each other. Breaks existing bonds by ostracizing individuals within an organization. Enhances one's social status/power/prestige within the organization. Inform individuals as to what is considered socially acceptable behavior within the organization. According to Kurkland and Pelled, workplace gossip can be very serious depending upon the amount of power that the gossiper has over the recipient, which will in turn affect how the gossip is interpreted. There are four types of power that are influenced by gossip: Coercive: when a gossiper tells negative information about a person, their recipient might believe that the gossiper will also spread negative information about them. This causes the gossiper's coercive power to increase. Reward: when a gossiper tells positive information about a person, their recipient might believe that the gossiper will also spread positive information about them. This causes the gossiper's reward power to increase. Expert: when a gossiper seems to have very detailed knowledge of either the organization's values or about others in the work environment, their expert power becomes enhanced. Referent: this power can either be reduced OR enhanced to a point. When people view gossiping as a petty activity done to waste time, a gossiper's referent power can decrease along with their reputation. When a recipient is thought of as being invited into a social circle by being a recipient, the gossiper's referent power can increase, but only to a high point where then the recipient begins to resent the gossiper (Kurland & Pelled). Some negative consequences of workplace gossip may include: Lost productivity and wasted time, Erosion of trust and morale, Increased anxiety among employees as rumors circulate without any clear information as to what is fact and what isn’t, Growing divisiveness among employees as people “take sides," Hurt feelings and reputations, Jeopardized chances for the gossipers' advancement as they are perceived as unprofessional, and Attrition as good employees leave the company due to the unhealthy work atmosphere. Turner and Weed theorize that among the three main types of responders to workplace conflict are attackers who cannot keep their feelings to themselves and express their feelings by attacking whatever they can. Attackers are further divided into up-front attackers and behind-the-back attackers. Turner and Weed note that the latter "are difficult to handle because the target person is not sure of the source of any criticism, nor even always sure that there is criticism." It is possible however, that there may be illegal, unethical, or disobedient behavior happening at the workplace and this may be a case where reporting the behavior may be viewed as gossip. It is then left up to the authority in charge to fully investigate the matter and not simply look past the report and assume it to be workplace gossip. Informal networks through which communication occurs in an organization are sometimes called the grapevine. In a study done by Harcourt, Richerson, and Wattier, it was found that middle managers in several different organizations believed that gathering information from the grapevine was a much better way of learning information than through formal communication with their subordinates (Harcourt, Richerson & Wattier). Various views Some see gossip as trivial, hurtful and socially and/or intellectually unproductive. Some people view gossip as a lighthearted way of spreading information. A feminist definition of gossip presents it as "a way of talking between women, intimate in style, personal and domestic in scope and setting, a female cultural event which springs from and perpetuates the restrictions of the female role, but also gives the comfort of validation." (Jones, 1990:243) In early modern England In Early Modern England the word "gossip" referred to companions in childbirth, not limited to the midwife. It also became a term for women-friends generally, with no necessary derogatory connotations. (OED n. definition 2. a. "A familiar acquaintance, friend, chum", supported by references from 1361 to 1873). It commonly referred to an informal local sorority or social group, who could enforce socially acceptable behaviour through private censure or through public rituals, such as "rough music", the cucking stool and the skimmington ride. In Thomas Harman’s Caveat for Common Cursitors 1566 a ‘walking mort’ relates how she was forced to agree to meet a man in his barn, but informed his wife. The wife arrived with her “five furious, sturdy, muffled gossips” who catch the errant husband with “his hosen [trousers] about his legs” and give him a sound beating. The story clearly functions as a morality tale in which the gossips uphold the social order. In Sir Herbert Maxwell Bart's The Chevalier of the Splendid Crest [1900] at the end of chapter three the king is noted as referring to his loyal knight "Sir Thomas de Roos" in kindly terms as "my old gossip". Whilst a historical novel of that time the reference implies a continued use of the term "Gossip" as childhood friend as late as 1900. In Judaism Judaism considers gossip spoken without a constructive purpose (known in Hebrew as an evil tongue, lashon hara) as a sin. Speaking negatively about people, even if retelling true facts, counts as sinful, as it demeans the dignity of man — both the speaker and the subject of the gossip. According to Proverbs 18:8: "The words of a gossip are like choice morsels: they go down to a man's innermost parts." In Christianity The Christian perspective on gossip is typically based on modern cultural assumptions of the phenomenon, especially the assumption that generally speaking, gossip is negative speech. However, due to the complexity of the phenomenon, biblical scholars have more precisely identified the form and function of gossip, even identifying a socially positive role for the social process as it is described in the New Testament. Of course, this does not mean that there are not numerous texts in the New Testament that see gossip as dangerous negative speech. Thus, for example, the Epistle to the Romans associates gossips ("backbiters") with a list of sins including sexual immorality and with murder: 28: And even as they did not like to retain God in their knowledge, God gave them over to a reprobate mind, to do those things which are not convenient; 29: Being filled with all unrighteousness, fornication, wickedness, covetousness, maliciousness; full of envy, murder, debate, deceit, malignity; whisperers, 30: Backbiters, haters of God, despiteful, proud, boasters, inventors of evil things, disobedient to parents, 31: Without understanding, covenantbreakers, without natural affection, implacable, unmerciful: 32: Who knowing the judgment of God, that they which commit such things are worthy of death, not only do the same, but have pleasure in them that do them. (Romans 1:28-32) According to Matthew 18, Jesus also taught that conflict resolution among church members ought to begin with the aggrieved party attempting to resolve their dispute with the offending party alone. Only if this did not work would the process escalate to the next step, in which another church member would become involved. After that if the person at fault still would not "hear", the matter was to be fully investigated by the church elders, and if not resolved to be then exposed publicly. Based on texts like these portraying gossip negatively, many Christian authors generalize on the phenomenon. So, in order to gossip, writes Phil Fox Rose, we "must harden our heart towards the 'out' person. We draw a line between ourselves and them; define them as being outside the rules of Christian charity... We create a gap between ourselves and God's Love." As we harden our heart towards more people and groups, he continues, "this negativity and feeling of separateness will grow and permeate our world, and we'll find it more difficult to access God’s love in any aspect of our lives." The New Testament is also in favor of group accountability (Ephesians 5:11; 1st Tim 5:20; James 5:16; Gal 6:1-2; 1 Cor 12:26), which may be associated with gossip. In Islam Islam considers backbiting the equivalent of eating the flesh of one's dead brother. According to Muslims, backbiting harms its victims without offering them any chance of defense, just as dead people cannot defend against their flesh being eaten. Muslims are expected to treat others like brothers (regardless of their beliefs, skin color, gender, or ethnic origin), deriving from Islam's concept of brotherhood amongst its believers. In the Bahá’í Faith The Bahá’í Faith aims to promote the unity of humankind and considers backbiting to be the "worst human quality and the most great sin..." Therefore, even murder would be considered less reprobate than backbiting. Bahá’u’lláh, the Prophet-Founder of the Bahá’í Faith stated that, "Backbiting quencheth the light of the heart, and extinguisheth the life of the soul." More than affecting one's physical condition, Bahá’ís understands that when someone gossips and finds faults in others it hampers the spiritual development of those involved while also creating disunity among individuals, communities, and society at large. In psychology Evolutionary view From Robin Dunbar's evolutionary theories, gossip originated to help bond the groups that were constantly growing in size. To survive, individuals need alliances; but as these alliances grew larger, it was difficult if not impossible to physically connect with everyone. Conversation and language were able to bridge this gap. Gossip became a social interaction that helped the group gain information about other individuals without personally speaking to them.   It enabled people to keep up with what was going on in their social network. It also creates a bond between the teller and the hearer, as they share information of mutual interest and spend time together. It also helps the hearer learn about another individual’s behavior and helps them have a more effective approach to their relationship. Dunbar (2004) found that 65% of conversations consist of social topics. Dunbar (1994) argues that gossip is the equivalent of social grooming often observed in other primate species. Anthropological investigations indicate that gossip is a cross-cultural phenomenon, providing evidence for evolutionary accounts of gossip. There is very little evidence to suggest meaningful sex differences in the proportion of conversational time spent gossiping, and when there is a difference, women are only very slightly more likely to gossip compared with men. Further support for the evolutionary significance of gossip comes from a recent study published in the peer-reviewed journal, Science Anderson and colleagues (2011) found that faces paired with negative social information dominate visual consciousness to a greater extent than positive and neutral social information during a binocular rivalry task. Binocular rivalry occurs when two different stimuli are presented to each eye simultaneously and the two percepts compete for dominance in visual consciousness. While this occurs, an individual will consciously perceive one of the percepts while the other is suppressed. After a time, the other percept will become dominant and an individual will become aware of the second percept. Finally, the two percepts will alternate back and forth in terms of visual awareness. The study by Anderson and colleagues (2011) indicates that higher order cognitive processes, like evaluative information processing, can influence early visual processing. That only negative social information differentially affected the dominance of the faces during the task alludes to the unique importance of knowing information about an individual that should be avoided. Since the positive social information did not produce greater perceptual dominance of the matched face indicates that negative information about an individual may be more salient to our behavior than positive. Gossip also gives information about social norms and guidelines for behavior. Gossip usually comments on how appropriate a behavior was, and the mere act of repeating it signifies its importance. In this sense, gossip is effective regardless of whether it is positive or negative Some theorists have proposed that gossip is actually a pro-social behavior intended to allow an individual to correct their socially prohibitive behavior without direct confrontation of the individual. By gossiping about an individual’s acts, other individuals can subtly indicate that said acts are inappropriate and allow the individual to correct their behavior (Schoeman 1994). Perception of those who gossip Individuals who are perceived to engage in gossiping regularly are seen as having less social power and being less liked. The type of gossip being exchanged also affects likeability, whereby those who engage in negative gossip are less liked than those who engage in positive gossip. In a study done by Turner and colleagues (2003), having a prior relationship with a gossiper was not found to protect the gossiper from less favorable personality-ratings after gossip was exchanged. In the study, pairs of individuals were brought into a research lab to participate. Either the two individuals were friends prior to the study or they were strangers scheduled to participate at the same time. One of the individuals was a confederate of the study, and they engaged in gossiping about the research assistant after she left the room. The gossip exchanged was either positive or negative. Regardless of gossip type (positive versus negative) or relationship type (friend versus stranger) the gossipers were rated as less trustworthy after sharing the gossip. Walter Block has suggested that while gossip and blackmail both involve the disclosure of unflattering information, the blackmailer is arguably ethically superior to the gossip. Block writes: "In a sense, the gossip is much worse than the blackmailer, for the blackmailer has given the blackmailed a chance to silence him. The gossip exposes the secret without warning." The victim of a blackmailer is thus offered choices denied to the subject of gossip, such as deciding if the exposure of his or her secret is worth the cost the blackmailer demands. Moreover, in refusing a blackmailer's offer one is in no worse a position than with the gossip. Adds Block, "It is indeed difficult, then, to account for the vilification suffered by the blackmailer, at least compared to the gossip, who is usually dismissed with slight contempt and smugness." Contemporary critiques of gossip may concentrate on or become subsumed in the discussion of social media such as Facebook. See also Altruism Backbiting Blind item Bullying Circle of friends Communication in small groups Curiosity False dilemma Gossip magazines Impression management Interpersonal relationship Lashon hara Libel Misinformation Personal network Popularity Respectability Rumor Scandal Sexual selection in human evolution Social perception Social status Word of mouth Yenta References Further reading Niko Besnier, 2009: Gossip and the Everyday Production of Politics. Honolulu: University of Hawai'i Press. Niko Besnier, 1996: Gossip. In Encyclopedia of Cultural Anthropology. David Levinson and Melvin Ember, eds. Vol. 2, pp. 544–547. New York: Henry Holt. Preview. DiFonzo, Nicholas & Prashant Bordia. "Rumor, Gossip, & Urban Legend." Diogenes Vol. 54 (Feb 2007) pg 19-35. Feeley, Kathleen A. and Frost, Jennifer (eds.) When Private Talk Goes Public: Gossip in American History. New York: Palgrave Macmillan, 2014. Robert F. Goodman and Aaron Ben-Zeev, editors: Good Gossip. Lawrence, Kansas: University Press of Kansas, 1993. Hafen, Susan. "Organizational Gossip: A Revolving Door of Regulation & Resistance." The Southern Communication Journal Vol. 69, No. 3 (Spring 2004) pg 223 Harcourt, Jules, Virginia Richerson, and Mark J Wattier. "A National Study of Middle Managers' Assessment of Organizational Communication Quality." Journal of Business Communication Vol. 28, No. 4 (Fall 1991) pg 348-365 Jones, Deborah, 1990: 'Gossip: notes on women's oral culture'. In: Cameron, Deborah. (editor) The Feminist Critique of Language: A Reader. London/New York: Routledge, 1990, pp. 242–250. . Cited online in Rash, 1996. Kenny, Robert Wade, 2014: Gossip. In Encyclopedia of Lying and Deception. Timothy R. Levine, ed. Vol. 1, pp. 410–414. Los Angeles: Sage Press. Kurland, Nancy B. & Lisa Hope Pelled. "Passing the Word: Toward a Model of Gossip & Power in the Workplace." The Academy of Management Review Vol. 25, No. 2 (April 2000) pg 428-438 {{cite journal |first=Felicity |last=Rash |year=1996 |title=Rauhe Männer - Zarte Frauen: Linguistic and Stylistic Aspects of Gender Stereotyping in German Advertising Texts 1949-1959 |publisher=Web Journal of Modern Language Linguistics |issue=1 |url=http://wjmll.ncl.ac.uk/issue01/rashb.rtf |access-date=August 8, 2006}} External links Ronald de Sousa (U Toronto) on Gossip "Go Ahead. Gossip May Be Virtuous" New York Times article by Patricia Cohen 2002-08-10 (requires registration) Emrys Westacott (Alfred U) The Ethics of Gossiping Robin Dunbar, Coevolution of neocortical size, group size and language in humans (pre-publication version)'' "Analysis of a sample of human conversations shows that about 60% of time is spent gossiping about relationships and personal experiences." Benjamin Brown, From Principles to Rules and from Musar to Halakhah - The Hafetz Hayim's Rulings on Libel and Gossip. Human communication Social status Group processes Workplace Evolutionary psychology Moral psychology
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Gian Lorenzo (or Gianlorenzo) Bernini (, , ; Italian Giovanni Lorenzo; 7 December 159828 November 1680) was an Italian sculptor and architect. While a major figure in the world of architecture, he was more prominently the leading sculptor of his age, credited with creating the Baroque style of sculpture. As one scholar has commented, "What Shakespeare is to drama, Bernini may be to sculpture: the first pan-European sculptor whose name is instantaneously identifiable with a particular manner and vision, and whose influence was inordinately powerful ..." In addition, he was a painter (mostly small canvases in oil) and a man of the theater: he wrote, directed and acted in plays (mostly Carnival satires), for which he designed stage sets and theatrical machinery. He produced designs as well for a wide variety of decorative art objects including lamps, tables, mirrors, and even coaches. As an architect and city planner, he designed secular buildings, churches, chapels, and public squares, as well as massive works combining both architecture and sculpture, especially elaborate public fountains and funerary monuments and a whole series of temporary structures (in stucco and wood) for funerals and festivals. His broad technical versatility, boundless compositional inventiveness and sheer skill in manipulating marble ensured that he would be considered a worthy successor of Michelangelo, far outshining other sculptors of his generation. His talent extended beyond the confines of sculpture to a consideration of the setting in which it would be situated; his ability to synthesize sculpture, painting, and architecture into a coherent conceptual and visual whole has been termed by the late art historian Irving Lavin the "unity of the visual arts". Biography Youth Bernini was born on 7 December 1598 in Naples to Angelica Galante, a Neapolitan, and Mannerist sculptor Pietro Bernini, originally from Florence. He was the sixth of their thirteen children. Gian Lorenzo Bernini was the definition of childhood genius. He was "recognized as a prodigy when he was only eight years old, [and] he was consistently encouraged by his father, Pietro. His precocity earned him the admiration and favor of powerful patrons who hailed him as 'the Michelangelo of his century'”. More specifically, it was Pope Paul V, who after first attesting to the boy Bernini's talent, famously remarked, 'This child will be the Michelangelo of his age,' later repeating that prophecy to Cardinal Maffeo Barberini (the future Pope Urban VIII), as Domenico Bernini reports in his biography of his father. In 1606 his father received a papal commission (to contribute a marble relief in the Cappella Paolina of Santa Maria Maggiore) and so moved from Naples to Rome, taking his entire family with him and continuing in earnest the training of his son Gian Lorenzo. Several extant works, dating circa 1615–1620, are by general scholarly consensus, collaborative efforts by both father and son: they include the Faun Teased by Putti (c. 1615, Metropolitan Museum, NYC), Boy with a Dragon (c. 1616–17, Getty Museum, Los Angeles), the Aldobrandini Four Seasons (c. 1620, private collection), and the recently discovered Bust of the Savior (1615–16, New York, private collection). Sometime after the arrival of the Bernini family in Rome, word about the great talent of the boy Gian Lorenzo got around and he soon caught the attention of Cardinal Scipione Borghese, nephew to the reigning pope, Paul V, who spoke of the boy genius to his uncle. Bernini was therefore presented before Pope Paul V, curious to see if the stories about Gian Lorenzo's talent were true. The boy improvised a sketch of Saint Paul for the marveling pope, and this was the beginning of the pope's attention on this young talent. Once he was brought to Rome, he rarely left its walls, except (much against his will) for a five-month stay in Paris in the service of King Louis XIV and brief trips to nearby towns (including Civitavecchia, Tivoli and Castelgandolfo), mostly for work-related reasons. Rome was Bernini's city: “'You are made for Rome,’ said Pope Urban VIII to him, 'and Rome for you'”. It was in this world of 17th-century Rome and the international religious-political power which resided there that Bernini created his greatest works. Bernini's works are therefore often characterized as perfect expressions of the spirit of the assertive, triumphal but self-defensive Counter Reformation Roman Catholic Church. Certainly Bernini was a man of his times and deeply religious (at least later in life), but he and his artistic production should not be reduced simply to instruments of the papacy and its political-doctrinal programs, an impression that is at times communicated by the works of the three most eminent Bernini scholars of the previous generation, Rudolf Wittkower, Howard Hibbard, and Irving Lavin. As Tomaso Montanari's recent revisionist monograph, La libertà di Bernini (Turin: Einaudi, 2016) argues and Franco Mormando's anti-hagiographic biography, Bernini: His Life and His Rome (Chicago: University of Chicago Press, 2011), illustrates, Bernini and his artistic vision maintained a certain degree of freedom from the mindset and mores of Counter-Reformation Roman Catholicism. Partnership with Scipione Borghese Under the patronage of the extravagantly wealthy and most powerful Cardinal Scipione Borghese, the young Bernini rapidly rose to prominence as a sculptor. Among his early works for the cardinal were decorative pieces for the garden of the Villa Borghese, such as The Goat Amalthea with the Infant Jupiter and a Faun. This marble sculpture (executed sometime before 1615) is generally considered by scholars to be the earliest work executed entirely by Bernini himself. Among Bernini's earliest documented work is his collaboration on his father's commission of February 1618 from Cardinal Maffeo Barberini to create four marble putti for the Barberini family chapel in the church of Sant'Andrea della Valle, the contract stipulating that his son Gian Lorenzo would assist in the execution of the statues. Also dating to 1618 is a letter by Maffeo Barberini in Rome to his brother Carlo in Florence, which mentions that he (Maffeo) was thinking of asking the young Gian Lorenzo to finish one of the statues left incomplete by Michelangelo, then in possession of Michelangelo's grandnephew which Maffeo was hoping to purchase, a remarkable attestation of the great skill that the young Bernini was already believed to possess. Although the Michelangelo statue-completion commission came to naught, the young Bernini was shortly thereafter (in 1619) commissioned to repair and complete a famous work of antiquity, the sleeping Hermaphrodite owned by Cardinal Scipione Borghese (Galleria Borghese, Rome) and later (circa 1622) restored the so-called Ludovisi Ares (Palazzo Altemps, Rome). Also dating to this early period are the so-called Damned Soul and Blessed Soul of circa 1619, two small marble busts which may have been influenced by a set of prints by Pieter de Jode I or Karel van Mallery, but which were in fact unambiguously cataloged in the inventory of their first documented owner, Fernando de Botinete y Acevedo, as depicting a nymph and a satyr, a commonly paired duo in ancient sculpture (they were not commissioned by nor ever belonged to either Scipione Borghese or, as most scholarship erroneously claims, the Spanish cleric, Pedro Foix Montoya). By the time he was twenty-two, Bernini was considered talented enough to have been given a commission for a papal portrait, the Bust of Pope Paul V, now in the J. Paul Getty Museum. Bernini's reputation, however, was definitively established by four masterpieces, executed between 1619 and 1625, all now displayed in the Galleria Borghese in Rome. To the art historian Rudolf Wittkower these four works—Aeneas, Anchises, and Ascanius (1619), The Rape of Proserpina (1621–22), Apollo and Daphne (1622–1625), and David (1623–24)—"inaugurated a new era in the history of European sculpture". It is a view repeated by other scholars, such as Howard Hibbard who proclaimed that, in all of the seventeenth century, "there were no sculptors or architects comparable to Bernini". Adapting the classical grandeur of Renaissance sculpture and the dynamic energy of the Mannerist period, Bernini forged a new, distinctly Baroque conception for religious and historical sculpture, powerfully imbued with dramatic realism, stirring emotion and dynamic, theatrical compositions. Bernini's early sculpture groups and portraits manifest "a command of the human form in motion and a technical sophistication rivaled only by the greatest sculptors of classical antiquity." Moreover, Bernini possessed the ability to depict highly dramatic narratives with characters showing intense psychological states, but also to organize large-scale sculptural works that convey a magnificent grandeur. Unlike sculptures done by his predecessors, these focus on specific points of narrative tension in the stories they are trying to tell: Aeneas and his family fleeing the burning Troy; the instant that Pluto finally grasps the hunted Persephone; the precise moment that Apollo sees his beloved Daphne begin her transformation into a tree. They are transitory but dramatic powerful moments in each story. Bernini's David is another stirring example of this. Michelangelo's motionless, idealized David shows the subject holding a rock in one hand and a sling in the other, contemplating the battle; similarly immobile versions by other Renaissance artists, including Donatello's, show the subject in his triumph after the battle with Goliath. Bernini illustrates David during his active combat with the giant, as he twists his body to catapult toward Goliath. To emphasize these moments, and to ensure that they were appreciated by the viewer, Bernini designed the sculptures with a specific viewpoint in mind. Their original placements within the Villa Borghese were against walls so that the viewers' first view was the dramatic moment of the narrative. The result of such an approach is to invest the sculptures with greater psychological energy. The viewer finds it easier to gauge the state of mind of the characters and therefore understands the larger story at work: Daphne's wide open mouth in fear and astonishment, David biting his lip in determined concentration, or Proserpina desperately struggling to free herself. In addition to portraying psychological realism, they show a greater concern for representing physical details. The tousled hair of Pluto, the pliant flesh of Proserpina, or the forest of leaves beginning to envelop Daphne all demonstrate Bernini's exactitude and delight for representing complex real world textures in marble form. Papal artist: the pontificate of Urban VIII In 1621 Pope Paul V Borghese was succeeded on the throne of St. Peter by another admiring friend of Bernini's, Cardinal Alessandro Ludovisi, who became Pope Gregory XV: although his reign was very short (he died in 1623), Pope Gregory commissioned portraits of himself (both in marble and bronze) by Bernini. The pontiff also bestowed upon Bernini the honorific rank of 'Cavaliere,' the title with which for the rest of his life the artist was habitually referred. In 1623 came the ascent to the papal throne of his aforementioned friend and former tutor, Cardinal Maffeo Barberini, as Pope Urban VIII, and henceforth (until Urban's death in 1644) Bernini enjoyed near monopolistic patronage from the Barberini pope and family. The new Pope Urban is reported to have remarked, "It is a great fortune for you, O Cavaliere, to see Cardinal Maffeo Barberini made pope, but our fortune is even greater to have Cavalier Bernini alive in our pontificate." Although he did not fare as well during the reign (1644–55) of Innocent X, under Innocent's successor, Alexander VII (reigned 1655–67), Bernini once again gained pre-eminent artistic domination and continued in the successive pontificate to be held in high regard by Clement IX during his short reign (1667–69). Under Urban VIII's patronage, Bernini's horizons rapidly and widely broadened: he was not just producing sculpture for private residences, but playing the most significant artistic (and engineering) role on the city stage, as sculptor, architect, and urban planner. His official appointments also testify to this—"curator of the papal art collection, director of the papal foundry at Castel Sant'Angelo, commissioner of the fountains of Piazza Navona". Such positions gave Bernini the opportunity to demonstrate his versatile skills throughout the city. To great protest from older, experienced master architects, he, with virtually no architectural training to his name, was appointed Chief Architect of St Peter's in 1629, upon the death of Carlo Maderno. From then on, Bernini's work and artistic vision would be placed at the symbolic heart of Rome. Bernini's artistic pre-eminence under Urban VIII and Alexander VII meant he was able to secure the most important commissions in the Rome of his day, namely, the various massive embellishment projects of the newly finished St. Peter's Basilica, completed under Pope Paul V with the addition of Maderno's nave and facade and finally re-consecrated by Pope Urban VIII on 18 November 1626, after 150 years of planning and building. Within the basilica he was responsible for the Baldacchino, the decoration of the four piers under the cupola, the Cathedra Petri or Chair of St. Peter in the apse, the tomb monument of Matilda of Tuscany, the chapel of the Blessed Sacrament in the right nave, and the decoration (floor, walls and arches) of the new nave. The St Peter's Baldacchino immediately became the visual centerpiece of the new St. Peter's. Designed as a massive spiraling gilded bronze canopy over the tomb of St Peter, Bernini's four-pillared creation reached nearly from the ground and cost around 200,000 Roman scudi (about 8 million US dollars in the currency of the early 21st century). "Quite simply", writes one art historian, "nothing like it had ever been seen before". Soon after the St Peter's Baldacchino, Bernini undertook the whole-scale embellishment of the four massive piers at crossing of the basilica (i.e., the structures supporting the cupola) including, most notably, four colossal, theatrically dramatic statues, among them, the majestic St. Longinus executed by Bernini himself (the other three are by other contemporary sculptors François Duquesnoy, Francesco Mochi, and Bernini's disciple, Andrea Bolgi). In the basilica, Bernini also began work on the tomb for Urban VIII, completed only after Urban's death in 1644, one in a long, distinguished series of tombs and funerary monuments for which Bernini is famous and a traditional genre upon which his influence left an enduring mark, often copied by subsequent artists. Indeed, Bernini's final and most original tomb monument, the Tomb of Pope Alexander VII, in St. Peter's Basilica, represents, according to Erwin Panofsky, the very pinnacle of European funerary art, whose creative inventiveness subsequent artists could not hope to surpass. Begun and largely completed during Alexander VII's reign, Bernini's design of the Piazza San Pietro in front of the Basilica is one of his most innovative and successful architectural designs, which transformed a formerly irregular, inchoate open space into an aesthetically unified, emotionally thrilling, and logistically efficient (for carriages and crowds), completely in harmony with the pre-existing buildings and adding to the majesty of the basilica. Despite this busy engagement with large works of public architecture, Bernini was still able to devote himself to his sculpture, especially portraits in marble, but also large statues such as the life-size Saint Bibiana (1624, Church of Santa Bibiana, Rome). Bernini's portraits show his ever increasing ability to capture the utterly distinctive personal characteristics of his sitters, as well as his ability to achieve in cold white marble almost painterly-like effects that render with convincing realism the various surfaces involved: human flesh, hair, fabric of varying type, metal, etc. These portraits included a number of busts of Urban VIII himself, the family bust of Francesco Barberini and most notably, the Two Busts of Scipione Borghese—the second of which had been rapidly created by Bernini once a flaw had been found in the marble of the first. The transitory nature of the expression on Scipione's face is often noted by art historians, iconic of the Baroque concern for representing fleeting movement in static artworks. To Rudolf Wittkower the "beholder feels that in the twinkle of an eye not only might the expression and attitude change but also the folds of the casually arranged mantle". Other marble portraits in this period include that of Costanza Bonarelli (executed around 1637), unusual in its more personal, intimate nature. (At the time of the sculpting of the portrait, Bernini was having an affair with Costanza, wife of one of his assistants, sculptor, Matteo.) Indeed, it would appear to be the first marble portrait of a non-aristocratic woman by a major artist in European history. Beginning in the late 1630s, now known in Europe as one of the most accomplished portraitists in marble, Bernini also began to receive royal commissions from outside Rome, for subjects such as Cardinal Richelieu of France, Francesco I d'Este the powerful Duke of Modena, Charles I of England and his wife, Queen Henrietta Maria. The sculpture of Charles I was produced in Rome from a triple portrait (oil on canvas) executed by Van Dyck, that survives today in the British Royal Collection. The bust of Charles was lost in the Whitehall Palace fire of 1698 (though its design is known through contemporary copies and drawings) and that of Henrietta Maria was not undertaken due to the outbreak of the English Civil War. Temporary eclipse and resurgence under Innocent X In 1644, with the death of Pope Urban with whom Bernini had been so intimately connected and the ascent to power of the fierce Barberini-enemy Pope Innocent X Pamphilj, Bernini's career suffered a major, unprecedented eclipse, which was to last four years. This had not only to do with Innocent's anti-Barberini politics but also to Bernini's role in the disastrous project of the new bell towers for St. Peter's basilica, designed and supervised entirely by Bernini. The infamous bell tower affair was to be the biggest failure of his career, both professionally and financially. In 1636, eager to finally finish the exterior of St. Peter's, Pope Urban had ordered Bernini to design and build the two, long-intended bell towers for its facade: the foundations of the two towers had already been designed and constructed (namely, the last bays at either extremity of the facade) by Carlo Maderno (architect of the nave and the facade) decades earlier. Once the first tower was finished in 1641, cracks began to appear in the facade but, curiously enough, work nonetheless continued on the second tower and the first storey was completed. Despite the presence of the cracks, work only stopped in July 1642 once the papal treasury had been exhausted by the disastrous War of Castro. Knowing that Bernini could no longer depend on the protection of a favorable pope, his enemies (especially Francesco Borromini) raised a great alarm over the cracks, predicting a disaster for the whole basilica and placing the blame entirely on Bernini. The subsequent investigations, in fact, revealed the cause of the cracks as Maderno's defective foundations and not Bernini's elaborate design, an exoneration later confirmed by the meticulous investigation conducted in 1680 under Pope Innocent XI. Nonetheless, Bernini's opponents in Rome succeeded in seriously damaging the reputation of Urban's artist and in persuading Pope Innocent to order (in February 1646) the complete demolition of both towers, to Bernini's great humiliation and indeed financial detriment (in the form of a substantial fine for the failure of the work). After this, one of the rare failures of his career, Bernini retreated into himself: according to his son, Domenico. his subsequent unfinished statue of 1647, Truth Unveiled by Time, was intended to be his self-consoling commentary on this affair, expressing his faith that eventually Time would reveal the actual Truth behind the story and exonerate him fully, as indeed did occur. Although he received no personal commissions from Innocent or the Pamphilj family in the early years of the new papacy, Bernini did not lose his former positions granted to him by previous popes. Innocent X maintained Bernini in all of the official roles given to him by Urban, including that of chief Architect of St. Peter's. Under Bernini's design and direction, work continued on decorating the massive, recently completed but still entirely unadorned nave of St. Peter's, with the addition of an elaborate multi-colored marble flooring, marble facing on the walls and pilasters, and scores of stuccoed statues and reliefs. It is not without reason that Pope Alexander VII once quipped, 'If one were to remove from Saint Peter's everything that had been made by the Cavalier Bernini, that temple would be stripped bare.' Indeed, given all of his many and various works within the basilica over several decades, it is to Bernini that is due the lion's share of responsibility for the final and enduring aesthetic appearance and emotional impact of St. Peter's. He was also allowed to continue to work on Urban VIII's tomb, despite Innocent's antipathy for the Barberini. A few months after completing Urban's tomb, in 1648 Bernini won, in controversial circumstances, the Pamphilj commission for the prestigious Four Rivers Fountain on Piazza Navona, marking the end of his disgrace and the beginning a yet another glorious chapter in his life. If there had been doubts over Bernini's position as Rome's preeminent artist, they were definitively removed by the unqualified success of the marvelously delightful and technically ingenious Four Rivers Fountain, featuring a heavy ancient obelisk placed over a void created by a cavelike rock formation placed in the center of an ocean of exotic sea creatures. Bernini continued to receive commissions from Pope Innocent X and other senior members of Rome's clergy and aristocracy, as well as from exalted patrons outside of Rome, such as Francesco d'Este. Recovering quickly form the humiliation of the bell tower, Bernini's boundless creativity continued as before. New types of funerary monument were designed, such as, in the Church of Santa Maria sopra Minerva, the seemingly floating medallion, hovering in the air as it were, for the deceased nun Maria Raggi, while chapels he designed, such as the Raimondi Chapel in the church of San Pietro in Montorio, illustrated how Bernini could use hidden lighting to help suggest divine intervention within the narratives he was depicting. One of the most accomplished and celebrated works to come from Bernini's hand in this period was the Cornaro Family Chapel in the small Carmelite church of Santa Maria della Vittoria, Rome. The Cornaro Chapel (inaugurated in 1651) showcased Bernini's ability to integrate sculpture, architecture, fresco, stucco, and lighting into "a marvelous whole" (bel composto, to use early biographer Filippo Baldinucci's term to describe his approach to architecture) and thus create what scholar Irving Lavin has called the "unified work of art". The central focus of the Cornaro Chapel is the Ecstasy of Saint Teresa, depicting the so-called "transverberation" of Spanish nun and saint-mystic, Teresa of Avila. Bernini presents the spectator with a theatrically vivid portrait, in gleaming white marble, of the swooning Teresa and the quietly smiling angel, who delicately grips the arrow piercing the saint's heart. On either side of the chapel the artist places (in what can only strike the viewer as theater boxes), portraits in relief of various members of the Cornaro family – the Venetian family memorialized in the chapel, including Cardinal Federico Cornaro who commissioned the chapel from Bernini – who are in animated conversation among themselves, presumably about the event taking place before them. The result is a complex but subtly orchestrated architectural environment providing the spiritual context (a heavenly setting with a hidden source of light) that suggests to viewers the ultimate nature of this miraculous event. Nonetheless, during Bernini's lifetime and in the centuries following till this very day, Bernini's Saint Teresa has been accused of crossing a line of decency by sexualizing the visual depiction of the saint's experience, to a degree that no artist, before or after Bernini, dared to do: in depicting her at an impossibly young chronological age, as an idealized delicate beauty, in a semi-prostrate position with her mouth open and her legs splayed-apart, her wimple coming undone, with prominently displayed bare feet (Discalced Carmelites, for modesty, always wore sandals with heavy stockings) and with the seraph "undressing" her by (unnecessarily) parting her mantle to penetrate her heart with his arrow. Matters of decorum aside, Bernini's Teresa was still an artistic tour de force that incorporates all of the multiple forms of visual art and technique that Bernini had at his disposal, including hidden lighting, thin gilded beams, recessive architectural space, secret lens, and over twenty diverse types of colored marble: these all combine to create the final artwork—"a perfected, highly dramatic and deeply satisfying seamless ensemble". Embellishment of Rome under Alexander VII Upon his accession to the Chair of St Peter, Pope Alexander VII Chigi (1655–1667) began to implement his extremely ambitious plan to transform Rome into a magnificent world capital by means of systematic, bold (and costly) urban planning. In so doing, he brought to fruition the long, slow recreation of the urban glory of Rome—the "renovatio Romae"—that had begun in the fifteenth century under the Renaissance popes. Over the course of his pontificate Alexander commissioned many large-scale architectural changes in the city—indeed, some of the most significant ones in the city's recent history and for years to come—chosing Bernini as his principal collaborator (though other architects, especially Pietro da Cortona, were also involved). Thus did commence another extraordinarily prolific and successful chapter in Bernini's career. Bernini's major commissions during this period include the piazza in front of St Peter's basilica. In a previously broad, irregular, and completely unstructured space, he created two massive semi-circular colonnades, each row of which was formed of four white columns. This resulted in an oval shape that formed an inclusive arena within which any gathering of citizens, pilgrims and visitors could witness the appearance of the pope—either as he appeared on the loggia on the facade of St Peter's or on balconies on the neighboring Vatican palaces. Often likened to two arms reaching out from the church to embrace the waiting crowd, Bernini's creation extended the symbolic greatness of the Vatican area, creating an "exhilarating expanse" that was, architecturally, an "unequivocal success". Elsewhere within the Vatican, Bernini created systematic rearrangements and majestic embellishment of either empty or aesthetically undistinguished space that exist as he designed them to the present day and have become indelible icons of the splendor of the papal precincts. Within the hitherto unadorned apse of the basilica, the Cathedra Petri, the symbolic throne of St Peter, was rearranged as a monumental gilded bronze extravagance that matched the Baldacchino created earlier in the century. Bernini's complete reconstruction of the Scala Regia, the stately papal stairway between St. Peters's and the Vatican Palace, was slightly less ostentatious in appearance but still taxed Bernini's creative powers (employing, for example, clever tricks of optical illusion) to create a seemingly uniform, totally functional, but nonetheless regally impressive stairway to connect two irregular buildings within an even more irregular space. Not all works during this era were on such a large scale. Indeed, the commission Bernini received to build the church of Sant'Andrea al Quirinale for the Jesuits was relatively modest in physical size (though great in its interior chromatic splendor), which Bernini executed completely free of charge. Sant'Andrea shared with the St. Peter's piazza—unlike the complex geometries of his rival Francesco Borromini—a focus on basic geometric shapes, circles and ovals to create spiritually intense buildings. Equally, Bernini moderated the presence of colour and decoration within these buildings, focussing visitors' attention on these simple forms that underpinned the building. Sculptural decoration was never eliminated, but its use was more minimal. He also designed the church of Santa Maria dell'Assunzione in the town of Ariccia with its circular outline, rounded dome and three-arched portico. Visit to France and service to King Louis XIV At the end of April 1665, and still considered the most important artist in Rome, if indeed not in all of Europe, Bernini was forced by political pressure (from both the French court and Pope Alexander VII) to travel to Paris to work for King Louis XIV, who required an architect to complete work on the royal palace of the Louvre. Bernini would remain in Paris until mid-October. Louis XIV assigned a member of his court to serve as Bernini's translator, tourist guide, and overall companion, Paul Fréart de Chantelou, who kept a Journal of Bernini's visit that records much of Bernini's behaviour and utterances in Paris. The writer Charles Perrault, who was serving at this time as an assistant to the French Finance Minister Jean-Baptiste Colbert, also provided a first-hand account of Bernini's visit. Bernini's popularity was such that on his walks in Paris the streets were lined with admiring crowds. But things soon turned sour. Bernini presented finished designs for the east front (i.e., the all-important principal facade of the entire palace) of the Louvre, which were ultimately rejected, albeit formally not until 1667, well after his departure from Paris (indeed, the already constructed foundations for Bernini's Louvre addition were inaugurated in October 1665 in an elaborate ceremony, with both Bernini and King Louis in attendance). It is often stated in the scholarship on Bernini that his Louvre designs were turned down because Louis and his financial advisor Jean-Baptiste Colbert considered them too Italianate or too Baroque in style. In fact, as Franco Mormando points out, "aesthetics are never mentioned in any of [the] ... surviving memos" by Colbert or any of the artistic advisors at the French court. The explicit reasons for the rejections were utilitarian, namely, on the level of physical security and comfort (e.g., location of the latrines). It is also indisputable that there was an interpersonal conflict between Bernini and the young French king, each one feeling insufficiently respected by the other. Though his design for the Louvre went unbuilt, it circulated widely throughout Europe by means of engravings and its direct influence can be seen in subsequent stately residences such as Chatsworth House, Derbyshire, England, seat of the Dukes of Devonshire. Other projects in Paris suffered a similar fate. With the exception of Chantelou, Bernini failed to forge significant friendships at the French court. His frequent negative comments on various aspects of French culture, especially its art and architecture, did not go down well, particularly in juxtaposition to his praise for the art and architecture of Italy (especially Rome); he said that a painting by Guido Reni was worth more than all of Paris. The sole work remaining from his time in Paris is the Bust of Louis XIV although he also contributed a great deal to the execution of the Christ Child Playing with a Nail marble relief (now in the Louvre) by his son Paolo as a gift to the Queen of France. Back in Rome, Bernini created a monumental equestrian statue of Louis XIV; when it finally reached Paris (in 1685, five years after the artist's death), the French king found it extremely repugnant and wanted it destroyed; it was instead re-carved into a representation of the ancient Roman hero Marcus Curtius. Later years and death Bernini remained physically and mentally vigorous and active in his profession until just two weeks before his death that came as a result of a stroke. The pontificate of his old friend, Clement IX, was too short (barely two years) to accomplish more than the dramatic refurbishment by Bernini of the Ponte Sant'Angelo, while the artist's elaborate plan, under Clement, for a new apse for the basilica of Santa Maria Maggiore came to an unpleasant end in the midst of public uproar over its cost and the destruction of ancient mosaics that it entailed. The last two popes of Bernini's life, Clement X and Innocent XI, were both not especially close or sympathetic to Bernini and not particularly interested in financing works of art and architecture, especially given the disastrous conditions of the papal treasury. The most important commission by Bernini, executed entirely by him in just six months in 1674, under Clement X was the statue of the Blessed Ludovica Albertoni, another nun-mystic. The work, reminiscent of Bernini's Ecstasy of Saint Teresa, is located in the chapel dedicated to Ludovica remodeled under Bernini's supervision in the Trastevere church of San Francesco in Ripa, whose facade was designed by Bernini's disciple, Mattia de' Rossi. In his last two years, Bernini also carved (supposedly for Queen Christina) the bust of the Savior (Basilica of San Sebastiano fuori le Mura, Rome) and supervised the restoration of the historic Palazzo della Cancelleria as per papal commission under Innocent XI. The latter commission is outstanding confirmation of both Bernini's continuing professional reputation and good health of mind and body even in advanced old age, inasmuch as the pope had chosen him over any number of talented younger architects plentiful in Rome, for this prestigious and most difficult assignment since, as his son Domenico points out, "deterioration of the palace had advanced to such an extent that the threat of its imminent collapse was quite apparent." Shortly after the completion of the latter project, Bernini died in his home on 28 November 1680 and was buried, with little public fanfare, in the simple, unadorned Bernini family vault, along with his parents, in the Basilica di Santa Maria Maggiore. Though an elaborate funerary monument had once been planned (documented by a single extant sketch of circa 1670 by disciple Ludovico Gimignani), it was never built and Bernini remained with no permanent public acknowledgement of his life and career in Rome until 1898 when, on the anniversary of his birth, a simple plaque and small bust was affixed to the face of his home on the Via della Mercede, proclaiming "Here lived and died Gianlorenzo Bernini, a sovereign of art, before whom reverently bowed popes, princes, and a multitude of peoples." Personal life In the 1630s, Bernini had an affair with a married woman named Costanza (wife of his workshop assistant, Matteo Bonucelli, also called Bonarelli) and sculpted a bust of her (now in the Bargello, Florence) during the height of their romance. Costanza later had an affair with Bernini's younger brother, Luigi, who was Bernini's right-hand man in his studio. When Bernini found out about Costanza and his brother, in a fit of mad fury, he chased Luigi through the streets of Rome and into the basilica of Santa Maria Maggiore, threatening his life. To punish his unfaithful mistress, Bernini had a servant go to the house of Costanza, where the servant slashed her face several times with a razor. The servant was later jailed, while Costanza herself was jailed for adultery. Bernini himself, instead, was exonerated by the pope, even though he had committed a crime in ordering the face-slashing. Soon after, in May 1639, at age forty-one, Bernini wed a twenty-two-year-old Roman woman, Caterina Tezio, in an arranged marriage, under orders from Pope Urban. She bore him eleven children, including youngest son Domenico Bernini, who would later be his first biographer. After his never-repeated fit of passion and bloody rage and his subsequent marriage, Bernini turned more sincerely to the practice of his faith, according to his early official biographers, whereas brother Luigi was to once again, in 1670, bring great grief and scandal to his family by his sodomitic rape of a young Bernini workshop assistant at the construction site of the 'Constantine' memorial in St. Peter's Basilica. Architecture Bernini's architectural works include sacred and secular buildings and sometimes their urban settings and interiors. He made adjustments to existing buildings and designed new constructions. Among his most well known works are the Piazza San Pietro (1656–67), the piazza and colonnades in front of St. Peter's Basilica and the interior decoration of the Basilica. Among his secular works are a number of Roman palaces: following the death of Carlo Maderno, he took over the supervision of the building works at the Palazzo Barberini from 1630 on which he worked with Borromini; the Palazzo Ludovisi (now Palazzo Montecitorio, started 1650); and the Palazzo Chigi (now Palazzo Chigi-Odescalchi, started 1664). His first architectural projects were the façade and refurbishment of the church of Santa Bibiana (1624–26) and the St. Peter's baldachin (1624–33), the bronze columned canopy over the high altar of St. Peter's Basilica. In 1629, and before St. Peter's Baldachin was complete, Urban VIII put him in charge of all the ongoing architectural works at St Peter's. However, Bernini fell out of favor during the papacy of Innocent X Pamphili: one reason was the pope's animosity towards the Barberini and hence towards their clients including Bernini. Another reason was the failure of the belltowers designed and built by Bernini for St. Peter's Basilica, commencing during the reign of Urban VIII. The completed north tower and the only partially completed south tower were ordered demolished by Innocent in 1646 because their excessive weight had caused cracks in the basilica's facade and threatened to do more calamitous damage. Professional opinion at the time was in fact divided over the true gravity of the situation (with Bernini's rival Borromini spreading an extreme, anti-Bernini catastrophic view of the problem) and over the question of responsibility for the damage: Who was to blame? Bernini? Pope Urban VIII who forced Bernini to design over-elaborate towers? Deceased Architect of St. Peter's, Carlo Maderno who built the weak foundations for the towers? Official papal investigations in 1680 in fact completely exonerated Bernini, while inculpating Maderno. Never wholly without patronage during the Pamphili years, after Innocent's death in 1655 Bernini regained a major role in the decoration of St. Peter's with the Pope Alexander VII Chigi, leading to his design of the piazza and colonnade in front of St. Peter's. Further significant works by Bernini at the Vatican include the Scala Regia (1663–66), the monumental grand stairway entrance to the Vatican Palace, and the Cathedra Petri, the Chair of Saint Peter, in the apse of St. Peter's, in addition to the Chapel of the Blessed Sacrament in the nave. Bernini did not build many churches from scratch; rather, his efforts were concentrated on pre-existing structures, such as the restored church of Santa Bibiana and in particular St. Peter's. He fulfilled three commissions for new churches in Rome and nearby small towns. Best known is the small but richly ornamented oval church of Sant'Andrea al Quirinale, done (beginning in 1658) for the Jesuit novitiate, representing one of the rare works of his hand with which Bernini's son, Domenico, reports that his father was truly and very pleased. Bernini also designed churches in Castelgandolfo (San Tommaso da Villanova, 1658–1661) and Ariccia (Santa Maria Assunta, 1662–1664), and was responsible for the re-modeling of the Santuario della Madonna di Galloro (just outside of Ariccia), endowing it with a majestic new facade. When Bernini was invited to Paris in 1665 to prepare works for Louis XIV, he presented designs for the east facade of the Louvre Palace, but his projects were ultimately turned down in favor of the more sober and classic proposals of a committee consisting of three Frenchmen: Louis Le Vau, Charles Le Brun, and the doctor and amateur architect Claude Perrault, signaling the waning influence of Italian artistic hegemony in France. Bernini's projects were essentially rooted in the Italian Baroque urbanist tradition of relating public buildings to their settings, often leading to innovative architectural expression in urban spaces like piazze or squares. However, by this time, the French absolutist monarchy now preferred the classicizing monumental severity of the Louvre's facade, no doubt with the added political bonus that it had been designed by a Frenchmen. The final version did, however, include Bernini's feature of a flat roof behind a Palladian balustrade. Personal residences During his lifetime Bernini lived in various residences throughout the city: principal among them, a palazzo right across from Santa Maria Maggiore and still extant at Via Liberiana 24, while his father was still alive; after his father's death in 1629, Bernini moved the clan to the long-ago-demolished Santa Marta neighborhood behind the apse of St. Peter's Basilica, which afforded him more convenient access to the Vatican Foundry and to his working studio also on the Vatican premises. In 1639, Bernini bought property on the corner of the via della Mercede and the via del Collegio di Propaganda Fide in Rome. This gave him the distinction of being the only one of two artists (the other is Pietro da Cortona) to be proprietor of his own large palatial (though not sumptuous) residence, furnished as well with its own water supply. Bernini refurbished and expanded the existing palazzo on the Via della Mercede site, at what are now Nos. 11 and 12. (The building is sometimes referred to as "Palazzo Bernini," but that title more properly pertains to the Bernini family's later and larger home on Via del Corso, to which they moved in the early nineteenth century, now known as the Palazzo Manfroni-Bernini.) Bernini lived at No. 11 (extensively remodeled in the 19th century), where his working studio was located, as well as a large collection of works of art, his own and those of other artists. It is imagined that it must have been galling for Bernini to witness through the windows of his dwelling, the construction of the tower and dome of Sant'Andrea delle Fratte by his rival, Borromini, and also the demolition of the chapel that he, Bernini, had designed at the Collegio di Propaganda Fide to see it replaced by Borromini's chapel. The construction of Sant'Andrea, however, was completed by Bernini's close disciple, Mattia de' Rossi, and it contains (to this day) the marble originals of two of Bernini's own angels executed by the master for the Ponte Sant'Angelo. Fountains True to the decorative dynamism of Baroque which loved the aesthetic pleasure and emotional delight afforded by the sight and sound of water in motion, among Bernini's most gifted and applauded creations were his Roman fountains, which were both utilitarian public works and personal monuments to their patrons, papal or otherwise. His first fountain, the 'Barcaccia' (commissioned in 1627, finished 1629) at the foot of the Spanish Steps, cleverly surmounted a challenge that Bernini was to face in several other fountain commissions, the low water pressure in many parts of Rome (Roman fountains were all driven by gravity alone), creating a low-lying flat boat that was able to take greatest advantage of the small amount of water available. Another example is the long-ago dismantled "Woman Drying Her Hair" fountain that Bernini created for the no-longer-extant Villa Barberini ai Bastioni on the edge of the Janiculum Hill overlooking St. Peter's Basilica. His other fountains include the Fountain of the Triton, or Fontana del Tritone, and the Barberini Fountain of the Bees, the Fontana delle Api. The Fountain of the Four Rivers, or Fontana dei Quattro Fiumi, in the Piazza Navona is an exhilarating masterpiece of spectacle and political allegory in which Bernini again brilliantly overcame the problem of the piazza's low water pressure creating the illusion of an abundance of water that in reality did not exist. An oft-repeated, but false, anecdote tells that one of the Bernini's river gods defers his gaze in disapproval of the facade of Sant'Agnese in Agone (designed by the talented, but less politically successful, rival Francesco Borromini), impossible because the fountain was built several years before the façade of the church was completed. Bernini was also the artist of the statue of the Moor in La Fontana del Moro in Piazza Navona (1653). Bernini's Triton Fountain is depicted musically in the second section of Ottorino Respighi's Fountains of Rome. Tomb monuments and other works Another major category of Bernini's activity was that of the tomb monument, a genre on which his distinctive new style exercised a decisive and long-enduring influence; included in this category are his tombs for Popes Urban VIII and Alexander VII (both in St. Peter's Basilica), Cardinal Domenico Pimental (Santa Maria sopra Minerva, Rome, design only), and Matilda of Canossa (St. Peter's Basilica). Related to the tomb monument is the funerary memorial, of which Bernini executed several (including that, most notably, of Maria Raggi [Santa Maria sopra Minerva, Rome] also of greatly innovative style and long enduring influence. Among his smaller commissions, although not mentioned by either of his earliest biographers, Baldinucci or Domenico Bernini, the Elephant and Obelisk is a sculpture located near the Pantheon, in the Piazza della Minerva, in front of the Dominican church of Santa Maria sopra Minerva. Pope Alexander VII decided that he wanted a small ancient Egyptian obelisk (that was discovered beneath the piazza) to be erected on the same site, and in 1665 he commissioned Bernini to create a sculpture to support the obelisk. The sculpture of an elephant bearing the obelisk on its back was executed by one of Bernini's students, Ercole Ferrata, upon a design by his master, and finished in 1667. An inscription on the base relates the Egyptian goddess Isis and the Roman goddess Minerva to the Virgin Mary, who supposedly supplanted those pagan goddesses and to whom the church is dedicated. A popular anecdote concerns the elephant's smile. To find out why it is smiling, legend has it, the viewer must examine the rear end of the animal and notice that its muscles are tensed and its tail is shifted to the left as if it were defecating. The animal's rear is pointed directly at one of the headquarters of the Dominican Order, housing the offices of its Inquisitors as well as the office of Father Giuseppe Paglia, a Dominican friar who was one of the main antagonists of Bernini, as a final salute and last word. Among his minor commissions for non-Roman patrons or venues, in 1677 Bernini worked along with Ercole Ferrata to create a fountain for the Lisbon palace of the Portuguese nobleman, the Count of Ericeira: copying his earlier fountains, Bernini supplied the design of the fountain sculpted by Ferrata, featuring Neptune with four tritons around a basin. The fountain has survived and since 1945 has been outside the precincts of the gardens of the Palacio Nacional de Queluz, several miles outside of Lisbon. Paintings and drawings Bernini would have studied painting as a normal part of his artistic training begun in early adolescence under the guidance of his father, Pietro, in addition to some further training in the studio of the Florentine painter, Cigoli. His earliest activity as a painter was probably no more than a sporadic diversion practiced mainly in his youth, until the mid-1620s, that is, the beginning of the pontificate of Pope Urban VIII (reigned 1623–1644) who ordered Bernini to study painting in greater earnest because the pontiff wanted him to decorate the Benediction Loggia of St. Peter's. The latter commission was never executed most likely because the required large-scale narrative compositions were simply beyond Bernini's ability as a painter. According to his early biographers, Baldinucci and Domenico Bernini, Bernini completed at least 150 canvases, mostly in the decades of the 1620s and 30s, but currently there are no more than 35–40 surviving paintings that can be confidently attributed to his hand. The extant, securely attributed works are mostly portraits, seen close up and set against an empty background, employing a confident, indeed brilliant, painterly brushstroke (similar to that of his Spanish contemporary Velasquez), free from any trace of pedantry, and a very limited palette of mostly warm, subdued colors with deep chiaroscuro. His work was immediately sought after by major collectors. Most noteworthy among these extant works are several, vividly penetrating self portraits (all dating to the mid 1620s – early 1630s), especially that in the Uffizi Gallery, Florence, purchased during Bernini's lifetime by Cardinal Leopoldo de' Medici. Bernini's Apostles Andrew and Thomas in London's National Gallery is the sole canvas by the artist whose attribution, approximate date of execution (circa 1625) and provenance (the Barberini Collection, Rome) are securely known. As for Bernini's drawings, about 350 still exist; but this represents a minuscule percentage of the drawings he would have created in his lifetime; these include rapid sketches relating to major sculptural or architectural commissions, presentation drawings given as gifts to his patrons and aristocratic friends, and exquisite, fully finished portraits, such as those of Agostino Mascardi (Ecole des Beaux-Arts, Paris) and Scipione Borghese and Sisinio Poli (both in New York's Morgan Library). Disciples, collaborators, and rivals Among the many sculptors who worked under his supervision (even though most were accomplished masters in their own right) were Luigi Bernini, Stefano Speranza, Giuliano Finelli, Andrea Bolgi, Giacomo Antonio Fancelli, Lazzaro Morelli, Francesco Baratta, Ercole Ferrata, the Frenchman Niccolò Sale, Giovanni Antonio Mari, Antonio Raggi, and François Duquesnoy. But his most trusted right-hand man in sculpture was Giulio Cartari, while in architecture it was Mattia de Rossi, both of whom traveled to Paris with Bernini to assist him in his work there for King Louis XIV. Other architect disciples include Giovanni Battista Contini and Carlo Fontana while Swedish architect, Nicodemus Tessin the Younger, who visited Rome twice after Bernini's death, was also much influenced by him. Among his rivals in architecture were, above all, Francesco Borromini and Pietro da Cortona. Early in their careers they had all worked at the same time at the Palazzo Barberini, initially under Carlo Maderno and, following his death, under Bernini. Later on, however, they were in competition for commissions, and fierce rivalries developed, particularly between Bernini and Borromini. In sculpture, Bernini competed with Alessandro Algardi and Francois Duquesnoy, but they both died decades earlier than Bernini (respectively in 1654 and 1643), leaving Bernini effectively with no sculptor of his same exalted status in Rome. Francesco Mochi can also be included among Bernini's significant rivals, though he was not as accomplished in his art as Bernini, Algardi or Duquesnoy. There was also a succession of painters (the so-called 'pittori berniniani') who, working under the master's close guidance and at times according to his designs, produced canvases and frescos that were integral components of Bernini's larger multi-media works such as churches and chapels: Carlo Pellegrini, Guido Ubaldo Abbatini, Frenchman Guillaume Courtois (Guglielmo Cortese, known as 'Il Borgognone'), Ludovico Gimignani, and Giovanni Battista Gaulli (who, thanks to Bernini, was granted the prized commission to fresco the vault of the Jesuit mother church of the Gesù by Bernini's friend, Jesuit Superior General, Gian Paolo Oliva). As far as Caravaggio is concerned, in all the voluminous Bernini sources, his name appears only once, in the Chantelou Diary which records Bernini's disparaging remark about him (specifically his Fortune Teller that had just arrived from Italy as a Pamphilj gift to King Louis XIV). However, how much Bernini really scorned Caravaggio's art is a matter of debate whereas arguments have been made in favor of a strong influence of Caravaggio on Bernini. Bernini would of course have heard much about Caravaggio and seen many of his works not only because in Rome at the time such contact was impossible to avoid, but also because during his own lifetime Caravaggio had come to the favorable attention of Bernini's own early patrons, both the Borghese and the Barberini. Indeed, much like Caravaggio, Bernini used a theatrical light as an important aesthetic and metaphorical device in his religious settings, often using hidden light sources that could intensify the focus of religious worship or enhance the dramatic moment of a sculptural narrative. First biographies The most important primary source for the life of Bernini is the biography written by his youngest son, Domenico, entitled Vita del Cavalier Gio. Lorenzo Bernino, published in 1713 though first compiled in the last years of his father's life (c. 1675–80). Filippo Baldinucci's Life of Bernini, was published in 1682, and a meticulous private journal, the Diary of the Cavaliere Bernini's Visit to France, was kept by the Frenchman Paul Fréart de Chantelou during the artist's four-month stay from June through October 1665 at the court of King Louis XIV. Also, there is a short biographical narrative, The Vita Brevis of Gian Lorenzo Bernini, written by his eldest son, Monsignor Pietro Filippo Bernini, in the mid-1670s. Until the late 20th century, it was generally believed that two years after Bernini's death, Queen Christina of Sweden, then living in Rome, commissioned Filippo Baldinucci to write his biography, which was published in Florence in 1682. However, recent research now strongly suggests that it was in fact Bernini's sons (and specifically the eldest son, Mons. Pietro Filippo) who commissioned the biography from Baldinucci sometime in the late 1670s, with the intent of publishing it while their father was still alive. This would mean that first, the commission did not at all originate in Queen Christina who would have merely lent her name as patron (in order to hide the fact that the biography was coming directly from the family) and secondly, that Baldinucci's narrative was largely derived from some pre-publication version of Domenico Bernini's much longer biography of his father, as evidenced by the extremely large amount of text repeated verbatim (there is no other explanation, otherwise, for the massive amount of verbatim repetition, and it is known that Baldinucci routinely copied verbatim material for his artists' biographies supplied by family and friends of his subjects). As the most detailed account and the only one coming directly from a member of the artist's immediate family, Domenico's biography, despite having been published later than Baldinucci's, therefore represents the earliest and more important full-length biographical source of Bernini's life, even though it idealizes its subject and whitewashes a number of less-than-flattering facts about his life and personality. Legacy As one Bernini scholar has summarized, "Perhaps the most important result of all of the [Bernini] studies and research of these past few decades has been to restore to Bernini his status as the great, principal protagonist of Baroque art, the one who was able to create undisputed masterpieces, to interpret in an original and genial fashion the new spiritual sensibilities of the age, to give the city of Rome an entirely new face, and to unify the [artistic] language of the times." Few artists have had as decisive an influence on the physical appearance and emotional tenor of a city as Bernini had on Rome. Maintaining a controlling influence over all aspects of his many and large commissions and over those who aided him in executing them, he was able to carry out his unique and harmoniously uniform vision over decades of work with his long and productive life Although by the end of Bernini's life there was in motion a decided reaction against his brand of flamboyant Baroque, the fact is that sculptors and architects continued to study his works and be influenced by them for several more decades (Nicola Salvi's later Trevi Fountain [inaugurated in 1735] is a prime example of the enduring post-mortem influence of Bernini on the city's landscape). In the eighteenth century Bernini and virtually all Baroque artists fell from favor in the neoclassical criticism of the Baroque, that criticism aimed above all on the latter's supposedly extravagant (and thus illegitimate) departures from the pristine, sober models of Greek and Roman antiquity. It is only from the late nineteenth century that art historical scholarship, in seeking a more objective understanding of artistic output within the specific cultural context in which it was produced, without the a priori prejudices of neoclassicism, began to recognize Bernini's achievements and slowly began restore his artistic reputation. However, the reaction against Bernini and the too-sensual (and therefore "decadent"), too emotionally charged Baroque in the larger culture (especially in non-Catholic countries of northern Europe, and particularly in Victorian England) remained in effect until well into the twentieth century (most notable are the public disparagement of Bernini by Francesco Milizia, Joshua Reynolds, and Jacob Burkhardt). Most of the popular eighteenth- and nineteenth-century tourist's guides to Rome all but ignore Bernini and his work, or treat it with disdain, as in the case of the best-selling Walks in Rome (22 editions between 1871 and 1925) by Augustus J.C. Hare, who describes the angels on the Ponte Sant'Angelo as 'Bernini's Breezy Maniacs.' But now in the twenty-first century, Bernini and his Baroque have now been enthusiastically restored to favor, both critical and popular. Since the anniversary year of his birth in 1998, there have been numerous Bernini exhibitions throughout the world, especially Europe and North America, on all aspects of his work, expanding our knowledge of his work and its influence. In the late twentieth century, Bernini was commemorated on the front of the Banca d'Italia 50,000 lire banknote in the 1980s and 90s (before Italy switched to the euro) with the back showing his equestrian statue of Constantine. Another outstanding sign of Bernini's enduring reputation came in the decision by architect I.M. Pei to insert a faithful copy in lead of his King Louis XIV Equestrian statue as the sole ornamental element in his massive modernist redesign of the entrance plaza to the Louvre Museum, completed to great acclaim in 1989, and featuring the giant Louvre Pyramid in glass. In 2000 best-selling novelist, Dan Brown, made Bernini and several of his Roman works, the centerpiece of his political thriller, Angels & Demons, while British novelist Iain Pears made a missing Bernini bust the centerpiece of his best-selling murder mystery, The Bernini Bust (2003). Selected works Sculpture The Goat Amalthea with the Infant Jupiter and a Faun (c. 1609–1615) Marble, height 44 cm (17 in), Galleria Borghese, Rome Bust of Giovanni Battista Santoni (c. 1613–1616) Marble, life-size, Santa Prassede, Rome A Faun Teased by Children (1616–17) Marble, height 132 cm (52 in), Metropolitan Museum of Art, New York Martyrdom of Saint Lawrence (1617) Marble, 66 cm x 108 cm (26 in x 43 in), Uffizi, Florence Saint Sebastian (1617–18) Marble, life-size, Thyssen-Bornemisza Museum, Madrid Bust of Giovanni Vigevano (1617–18) Marble tomb, life-size, Santa Maria sopra Minerva, Rome Bust of Pope Paul V (1618) Marble, 35 cm (14 in), Galleria Borghese, Rome Aeneas, Anchises, and Ascanius (1618–19) Marble, height 220 cm (87 in), Galleria Borghese, Rome Damned Soul (1619) Marble, life-size, Palazzo di Spagna, Rome Blessed Soul (1619) Marble, life-size, Palazzo di Spagna, Rome Neptune and Triton (1620) Marble, height 182 cm (72 in), Victoria and Albert Museum, London The Rape of Proserpina (1621–22) Marble, height 225 cm (89 in), Galleria Borghese, Rome Bust of Pope Gregory XV (1621) Marble, height 64 cm (25 in), Art Gallery of Ontario, Toronto Bust of Monsignor Pedro de Foix Montoya (c. 1621) Marble, life-size, Santa Maria di Monserrato, Rome Bust of Cardinal Escoubleau de Sourdis (1622) Marble, life-size, Musée d'Aquitaine, Bordeaux Apollo and Daphne (1622–1625) Marble, height 243 cm (96 in), Galleria Borghese, Rome Bust of Antonio Cepparelli (1622) Marble, Museo di San Giovanni dei Fiorentini, Rome David (1623–24) Marble, height 170 cm (67 in), Galleria Borghese, Rome Saint Bibiana (1624–1626) Marble, life-size, Santa Bibiana, Rome St. Peter's Baldachin (1623–1634) Bronze, partly gilt, 20 m (66 ft), St. Peter's Basilica, Vatican City Bust of Francesco Barberini (1626) Marble, height 80 cm (31 in), National Gallery of Art, Washington, D.C. Charity with Four Children (1627–28) Terracotta, height 39 cm (15 in), Vatican Museums, Vatican City Tomb of Pope Urban VIII (1627–1647) Bronze and marble, larger than life-size, St. Peter's Basilica, Vatican City Saint Longinus (1631–1638) Marble, height 440 cm (174 in), St. Peter's Basilica, Vatican City Two Busts of Scipione Borghese (1632) Marble, height 78 cm (31 in), Galleria Borghese, Rome Bust of Costanza Bonarelli (1635) Marble, height 72 cm (28 in), Museo Nazionale del Bargello, Florence Bust of Thomas Baker (1638) Marble, height 82 cm (32 in), Victoria and Albert Museum, London Bust of Cardinal Richelieu (1640–41) Marble, life-size, The Louvre, Paris Truth Unveiled by Time (1645–1652) Marble, height 280 cm (110 in), Galleria Borghese, Rome Memorial to Maria Raggi (1647–1653) Gilt bronze and coloured marble, life-size Santa Maria sopra Minerva, Rome Ecstasy of Saint Teresa (1647–1652) Marble, life-size, Cappella Cornaro, Santa Maria della Vittoria, Rome Loggia of the Founders (1647–1652) Marble, life-size, Cappella Cornaro, Santa Maria della Vittoria, Rome Corpus (1650) Bronze, life-size, Art Gallery of Ontario, Toronto Bust of Francesco I d'Este (1650–51) Marble, height 107 cm, Galleria Estense, Modena The Vision of Constantine (1654–1670) Marble, Vatican Museums, Apostolic Palace, Vatican City Daniel and the Lion (1655) Terracotta, height 41.6 cm, Vatican Museums, Vatican City Daniel and the Lion (1655–56) Marble, Santa Maria del Popolo, Rome Habakkuk and the Angel (1655) Terracotta, height 52 cm, Vatican Museums, Vatican City Habakkuk and the Angel (1656-1661) Marble, Santa Maria del Popolo, Rome Altar Cross (1657–1661) Gilt bronze corpus on bronze cross, height 45 cm (18 in), St. Peter's Basilica, Vatican City Chair of Saint Peter (1657–1666) Marble, bronze, white and golden stucco, St. Peter's Basilica, Vatican City Statue of Saint Augustine (1657–1666) Bronze, St. Peter's Basilica, Vatican City Saints Jerome and Mary Magdalen (1661–1663) Marble, height 180 cm, Cappella Chigi, Siena Cathedral, Siena Constantine, Scala Regia (1663–1670) Marble with painted stucco drapery, Scala Regia, Apostolic Palace, Vatican City Bust of Louis XIV (1665) White marble, height 105 cm, Salon de Diane, Musée National de Versailles, Versailles Elephant and Obelisk (erected 1667) Marble, Piazza di Santa Maria sopra Minerva, Rome Standing Angel with Scroll (1667–68) Clay, terracotta, height: 29.2 cm, Fogg Museum, Cambridge Angels of Ponte Sant'Angelo (1667–1669) Marble, Ponte Sant'Angelo, Rome Angel with the Crown of Thorns (1667–1669) Marble, over life-size, Sant'Andrea delle Fratte, Rome Angel with the Superscription (1667–1669) Marble, over life-size, Sant'Andrea delle Fratte, Rome Bust of Gabriele Fonseca (1668–1675) Marble, over life-size, San Lorenzo in Lucina, Rome Equestrian Statue of King Louis XIV (1669–1684) Marble, height 76 cm, Palace of Versailles, Versailles Blessed Ludovica Albertoni (1671–1674) Marble, Cappella Altieri-Albertoni, San Francesco a Ripa, Rome Tomb of Pope Alexander VII (1671–1678) Marble and gilded bronze, over life-size, St. Peter's Basilica, Vatican City Architecture and fountains St. Peter's Square (1656–1667) Marble, granite, travertine, stone, Vatican City Sant'Andrea al Quirinale, Via XX Settembre Fontana della Barcaccia (1627) Marble, Piazza di Spagna, Rome Fontana del Tritone (1624–1643) Travertine, over life-size, Piazza Barberini, Rome Fontana delle Api (1644) Travertine, Piazza Barberini, Rome Fontana dei Quattro Fiumi (1648–1651) Travertine and marble, Piazza Navona, Rome Fontana del Moro (1653–54) Marble, Piazza Navona, Rome Paintings Self-Portrait as a Young Man (c. 1623) Oil on canvas, Galleria Borghese, Rome Portrait of Pope Urban VIII (c. 1625) Oil on canvas, Galleria Nazionale d'Arte Antica, Rome Saint Andrew and Saint Thomas (c. 1627) Oil on canvas, 59 x 76 cm, National Gallery, London Self-Portrait as a Mature Man (1630–35) Oil on canvas, Galleria Borghese, Rome Self-Portrait as a Mature Man (1635-1638) Oil on canvas, Museo del Prado, Madrid Portrait of a Boy (c. 1638) Oil on canvas, Galleria Borghese, Rome Christ Mocked (c. 1644–55) Oil on canvas, Private Collection, London Gallery References Bibliography External links Tools and techniques used by Bernini Checklist of Bernini's architecture and sculpture in Rome Gian Lorenzo Bernini - Biography, Style and Artworks Extract on Bernini from Simon Schama's The Power of Art Photographs of Bernini's Santa Maria Assunta smARThistory: Ecstasy of Saint Teresa, Cornaro Chapel, Santa Maria della Vittoria, Rome Constantly updated list and discussion of the most recent archival discoveries regarding Bernini's biography and works The Vatican: spirit and art of Christian Rome, a book from The Metropolitan Museum of Art Libraries (fully available online as PDF), which contains a good deal of material on Bernini Gian Lorenzo Bernini 1598 births 1680 deaths Burials at Santa Maria Maggiore 17th-century Italian architects 17th-century Italian painters 17th-century Italian sculptors Architects from Naples Italian Baroque sculptors Italian Baroque architects Italian Baroque painters Italian Baroque people Italian male painters Italian male sculptors Italian Roman Catholics Catholic sculptors Italian caricaturists Italian architects
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Gregory the Illuminator (Classical , Grigor Lusavorich;  – ) is the patron saint and first official head of the Armenian Apostolic Church. He was a religious leader who converted Armenia from paganism to Christianity in 301. Beginnings Gregory was the son of the Armenian Parthian nobles Anak the Parthian and Okohe. His father, Anak, was a Prince said to be related to the Arsacid Kings of Armenia or was from the House of Suren, one of the seven branches of the ruling Arsacid dynasty of Sakastan. Anak was charged with assassinating Khosrov II, one of the kings of the Arsacid dynasty and was put to death. Gregory narrowly escaped execution with the help of Sopia and Yevtagh, his caretakers. He was taken to Caesarea in Cappadocia where Sopia and Yevtagh hoped to raise him. Gregory was given to the Christian Holy Father Phirmilianos (Euthalius) to be educated and was brought up as a devout Christian. Upon coming of age, Gregory married a woman called Miriam, a devout Christian who was the daughter of a Christian Armenian prince in Cappadocia. From their union, Miriam bore Gregory two children, their sons Vrtanes and Aristaces. Through Vrtanes, Gregory and Miriam would have further descendants and when Gregory died, Aristaces succeeded him. At some point, Miriam and Gregory separated in order that Gregory might take up a monastic life. Gregory left Cappadocia and went to Armenia in the hope of atoning for his father's crime by evangelizing his homeland. At that time Tiridates III, son of the late King Khosrov II, reigned. Influenced partly by the fact that Gregory was the son of his father's enemy, he ordered Gregory imprisoned for twelve (some sources indicate fourteen) years in a pit on the Ararat Plain under the present day church of Khor Virap located near the historical city Artashat in Armenia. Gregory was eventually called forth from his pit in c. 297 to restore sanity to Tiridates III, who had lost all reason after he was betrayed by Roman emperor Diocletian. Declaration of Christianity in Armenia In 301 Gregory baptized Tiridates III along with members of the royal court and upper class as Christians. Tiridates III issued a decree by which he granted Gregory full rights to begin carrying out the conversion of the entire nation to the Christian faith. The same year Armenia became the first to adopt Christianity in the early fourth century The newly built cathedral, the Mother Church in Etchmiadzin became and remains the spiritual and cultural center of Armenian Christianity and center of the Armenian Apostolic Church. Most Armenians were baptized in the Aratsani (upper Euphrates) and Yeraskh (Arax) rivers. Many of the pre-Christian (traditional Indo-European) festivals and celebrations such as Tyarndarach (Trndez, associated with fire worship) and Vardavar or Vadarvar associated with water worship, that dated back thousands of years, were preserved and continued in the form of Christian celebrations and chants. In 302, Gregory received consecration as Patriarch of Armenia from Leontius of Caesarea. Retirement and death In 318, Gregory appointed his second son Aristaces as the next Catholicos in line of Armenia's Holy Apostolic Church to stabilize and continue strengthening Christianity not only in Armenia, but also in the Caucasus. Gregory also placed and instructed his grandson Gregory (one of the sons of Vrtanes) in charge of the holy missions to the peoples and tribes of all of the Caucasus and Caucasian Albania; the younger man was martyred by a fanatical mob while preaching in Albania. In his later years, Gregory withdrew to a small sanctuary near Mount Sebuh (Mt. Sepuh) in the Daranali province (Manyats Ayr, Upper Armenia) with a small convent of monks, where he remained until his death. Relics and veneration After his death his corpse was removed to the village of Thodanum (T'ordan, modern Doğanköy, near Erzincan). His relics were scattered near and far in the reign of the Eastern Roman Emperor Zeno. In the 8th century, the iconoclast decrees in Greece caused a number of religious orders to flee the Byzantine Empire and seek refuge elsewhere. San Gregorio Armeno in Naples was built in that century over the remains of a Roman temple dedicated to Ceres, by a group of nuns escaping from the Byzantine Empire with the relics of Gregory, including his skull, a femur bone, his staff, the leather straps used in his torture and the manacles that held the saint. The femur and manacles were returned by Pope John Paul II to Catholicos Karekin II and are now enshrined at Saint Gregory the Illuminator Cathedral in Yerevan. The Gregoriou Monastery on Mount Athos also claims to have the skull. The Mother See of Holy Etchmiadzin and the Holy See of Cilicia in Antelias, Lebanon each claim to have the right arm of the saint, in an arm-shaped reliquary, which is used for the blessing the Holy Myron every seven years. On 20 February, 1743, Nardò, Italy was hit by a devastating earthquake that destroyed almost the entire city. The only structure to survive intact after the quake was the city's statue of St. Gregory the Illuminator. According to the city's registers, only 350 out of the city's 10,000 inhabitants died in the earthquake, leading the inhabitants to believe that St. Gregory saved the city. Every year, they mark the anniversary of the earthquake by holding three days of celebrations in his honor. Relics of the saint are kept at Nardò Cathedral. A number of prayers, and about thirty of the canonical hymns of the Armenian Church, are ascribed to Gregory the Illuminator. Homilies of his appeared for the first time in a work called Haschacnapadum at Constantinople in 1737; a century afterwards a Greek translation was published at Venice by the Mekhiterists; and they have since been edited in German by J M Schmid (Ratisbon, 1872). The original authorities for Gregory's life are Agathangelos, whose History of Tiridates was published by the Mekhitarists in 1835; Moses of Chorene, Historiae Armenicae; and Symeon the Metaphrast. A Life of Gregory by the Vartabed Matthew was published in the Armenian language at Venice in 1749 and was translated into English by Father Malan (1868). In the calendar of the Armenian Church, the discovery of the relics of St. Gregory is an important feast and is commemorated on the Saturday before the Fourth Sunday after Pentecost. Two other feast days in the Armenian Apostolic Church are devoted to St. Gregory: the feast of his entry into Khor Virap, the 'deep pit or dungeon' (commemorated on the last Saturday of Lent) and his deliverance from Khor Virap (commemorated on the Saturday before the second Sunday after Pentecost). Gregory is commemorated on September 30 by the Eastern Orthodox Church, which styles him "Holy Hieromartyr Gregory, Bishop of Greater Armenia, Equal of the Apostles and Enlightener of Armenia." He is listed on September 30 in the Roman Martyrology of the Ordinary Form of the Catholic Church; his feast day is listed as October 1 in the Extraordinary Form. He is honored with a feast day on the liturgical calendar of the Episcopal Church (USA) on March 23. Gallery See also Eastern Christianity Gregorids Vardapet, Armenian preaching monks References Notes Citations Sources Agat’angeghos, History of the Armenians, SUNY Press, 1976 R. G. Hovannisian, ed. The Armenian People from Ancient to Modern Times, Volume I: The Dynastic Periods: From Antiquity to the Fourteenth Century, Palgrave Macmillan, 2004 V. M. Kurkjian, A History of Armenia, Indo-European Publishing, 2008 A. Terian, Patriotism and Piety in Armenian Christianity: The Early Panegyrics on Saint Gregory, St Vladimir's Seminary Press, 2005 External links Agathangelos: History of St. Gregory and the Conversion of Armenia Gandzasar Monastery, Nagorno Karabakh 250s births 331 deaths Catholicoi of Armenia Catholicoi of Cilicia 4th-century Armenian bishops Armenian hermits 4th-century Christian saints Armenian saints History of Eastern Catholicism House of Suren People from Cappadocia 3rd-century Christian saints 3rd-century Armenian people Armenian people of Iranian descent
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The Book of Genesis (from Greek Génesis; , Bərēʾšīṯ, "In [the] beginning") is the first book of the Hebrew Bible and the Christian Old Testament. Its Hebrew name is the same as its first word, Bereshit ("In the beginning"). Genesis is an account of the creation of the world, the early history of humanity, and of Israel's ancestors and the origins of the Jewish people. Tradition credits Moses as the author of Genesis, as well as the books of Exodus, Leviticus, Numbers and most of Deuteronomy, but modern scholars, especially from the 19th century onward, see them as being written hundreds of years after Moses is supposed to have lived, in the 6th and 5th centuries BC. Based on scientific interpretation of archaeological, genetic, and linguistic evidence, most scholars consider Genesis to be primarily Judeo-Christian mythology rather than historical. It is divisible into two parts, the primeval history (chapters 1–11) and the ancestral history (chapters 12–50). The primeval history sets out the author's concepts of the nature of the deity and of humankind's relationship with its maker: God creates a world which is good and fit for mankind, but when man corrupts it with sin God decides to destroy his creation, sparing only the righteous Noah and his family to re-establish the relationship between man and God. The ancestral history (chapters 12–50) tells of the prehistory of Israel, God's chosen people. At God's command, Noah's descendant Abraham journeys from his birthplace (described as Ur of the Chaldeans and whose identification with Sumerian Ur is tentative in modern scholarship) into the God-given land of Canaan, where he dwells as a sojourner, as does his son Isaac and his grandson Jacob. Jacob's name is changed to "Israel", and through the agency of his son Joseph, the children of Israel descend into Egypt, 70 people in all with their households and God promises them a future of greatness. Genesis ends with Israel in Egypt, ready for the coming of Moses and the Exodus. The narrative is punctuated by a series of covenants with God, successively narrowing in scope from all mankind (the covenant with Noah) to a special relationship with one people alone (Abraham and his descendants through Isaac and Jacob). In Judaism, the theological importance of Genesis centres on the covenants linking God to his chosen people and the people to the Promised Land. Christianity has interpreted Genesis as the prefiguration of certain cardinal Christian beliefs, primarily the need for salvation (the hope or assurance of all Christians) and the redemptive act of Christ on the Cross as the fulfilment of covenant promises as the Son of God. Title The name Genesis is from the Latin Vulgate, in turn borrowed or transliterated from Greek , meaning "origin"; , Bərēšīṯ, "In [the] beginning". Composition For much of the 20th century most scholars agreed that the five books of the Pentateuch—Genesis, Exodus, Leviticus, Numbers and Deuteronomy—came from four sources, the Yahwist, the Elohist, the Deuteronomist and the Priestly source, each telling the same basic story, and joined together by various editors. Since the 1970s there has been a revolution leading scholars to view the Elohist source as no more than a variation on the Yahwist, and the Priestly source as a body of revisions and expansions to the Yahwist (or "non-Priestly") material. (The Deuteronomistic source does not appear in Genesis.) Scholars use examples of repeated and duplicate stories to identify separate sources. In Genesis, these include three different accounts of a patriarch claiming that his wife was his sister, the two creation stories, and the two versions of Abraham sending Hagar and Ishmael into the desert. This leaves the question of when these works were created. Scholars in the first half of the 20th century concluded that the Yahwist is a product of the monarchic period, specifically at the court of Solomon, 10th century BC, and the Priestly work in the middle of the 5th century BC (with claims that the author is Ezra), but more recent thinking is that the Yahwist is from either just before or during the Babylonian captivity of the 6th century BC, and the Priestly final edition was made late in the Exilic period or soon after. The almost complete absence of all the characters and incidents mentioned in chapters 1–11 from the rest of the Hebrew Bible has led a sizeable minority of scholars to the conclusion that these chapters were composed much later than those that follow, possibly in the 3rd century BCE. As for why the book was created, a theory which has gained considerable interest, although still controversial, is "Persian imperial authorisation." This proposes that the Persians of the Achaemenid Empire, after their conquest of Babylon in 539 BC agreed to grant Jerusalem a large measure of local autonomy within the empire but required the local authorities to produce a single law code accepted by the entire community. The two powerful groups making up the community—the priestly families who controlled the Second Temple and who traced their origin to Moses and the wilderness wanderings, and the major landowning families who made up the "elders" and who traced their own origins to Abraham, who had "given" them the land—were in conflict over many issues, and each had its own "history of origins", but the Persian promise of greatly increased local autonomy for all provided a powerful incentive to cooperate in producing a single text. Genre Genesis is an example of an "antiquities", as the Romans called this type of literature, a popular genre telling of the appearance of humans and the ancestors and heroes, with elaborate genealogies and chronologies fleshed out with stories and anecdotes. The most notable examples are found in the work of Greek historians of the 6th century BC: their intention was to connect notable families of their own day to a distant and heroic past, and in doing so they did not distinguish between myth, legend, and facts. Professor Jean-Louis Ska of the Pontifical Biblical Institute calls the basic rule of the antiquarian historian the "law of conservation": everything old is valuable, nothing is eliminated. This antiquity was needed to prove the worth of Israel's traditions to the nations (the neighbours of the Jews in the early Persian province of Judea), and to reconcile and unite the various factions within Israel itself. Describing the work of the biblical authors, John Van Seters wrote that lacking many historical traditions and none from the distant past, "They had to use myths and legends for earlier periods. In order to make sense out of the variety of different and often conflicting versions of stories, and to relate the stories to each other, they fitted them into a genealogical chronology." David Adams Leeming describes it as the creation myth of both Judaism and Christianity. Textual witnesses There are four major textual witnesses to the book: the Masoretic Text, the Samaritan Pentateuch, the Septuagint, and fragments of Genesis found at Qumran. The Qumran group provides the oldest manuscripts but covers only a small proportion of the book; in general, the Masoretic Text is well preserved and reliable, but there are many individual instances where the other versions preserve a superior reading. Structure Genesis appears to be structured around the recurring phrase elleh toledot, meaning "these are the generations," with the first use of the phrase referring to the "generations of heaven and earth" and the remainder marking individuals—Noah, the "sons of Noah", Shem, etc., down to Jacob. The toledot formula, occurring eleven times in the book of Genesis, delineating its sections and shaping its structure, serves as a heading which marks a transition to a new subject: Genesis 1:1 (narrative) In the beginning Genesis 2:4 (narrative) Toledot of Heaven and Earth Genesis 5:1 (genealogy) Toledot of Adam Genesis 6:9 (narrative) Toledot of Noah Genesis 10:1 (genealogy) Toledot of Shem, Ham, and Japheth Genesis 11:10 (genealogy) Toledot of Shem Genesis 11:27 (narrative) Toledot of Terach Genesis 25:12 (genealogy) Toledot of Ishmael Genesis 25:19 (narrative) Toledot of Isaac Genesis 36:1 & 36:9 (genealogy) Toledot of Esau Genesis 37:2 (narrative) Toledot of Jacob It is not clear, however, what this meant to the original authors, and most modern commentators divide it into two parts based on the subject matter, a "primeval history" (chapters 1–11) and a "patriarchal history" (chapters 12–50). While the first is far shorter than the second, it sets out the basic themes and provides an interpretive key for understanding the entire book. The "primeval history" has a symmetrical structure hinging on chapters 6–9, the flood story, with the events before the flood mirrored by the events after; the "ancestral history" is structured around the three patriarchs Abraham, Jacob and Joseph. (The stories of Isaac do not make up a coherent cycle of stories and function as a bridge between the cycles of Abraham and Jacob.) Summary The Genesis creation narrative comprises two different stories; the first two chapters roughly correspond to these. In the first, Elohim, the Hebrew generic word for God, creates the heavens and the earth including humankind, in six days, and rests on the seventh. In the second, and now referred to as "Yahweh Elohim", the Lord God, he creates two individuals, Adam and Eve, as the first man and woman, placing them in the Garden of Eden. In the third chapter he instructs them not to eat the fruit of the tree of knowledge of good and evil. They promise not to, but a talking serpent, portrayed as a deceptive creature or trickster, convinces Eve to eat the fruit against God's wishes, and she convinces Adam, whereupon God throws them out and curses both of them — Adam was cursed with getting what he needs only by sweat and work, and Eve to giving birth in pain. This is interpreted by Christians as the fall of humanity. Eve bears two sons, Cain and Abel. Cain works in the garden, and Abel works with meat; they both offer offerings to God one day, and Cain kills Abel after God liked Abel's offering more than Cain's. God then curses Cain. Eve bears another son, Seth, to take Abel's place. After many generations of Adam have passed from the lines of Cain and Seth, the world becomes corrupted by human sin and Nephilim, and God wants to wipe out humanity for their wickedness. However, Noah is the only good human; so first, he instructs the righteous Noah and his family to build an ark and put examples of all the animals on it, seven pairs of every clean animal and one pair of every unclean. Then God sends a great flood to wipe out the rest of the world. When the waters recede, God promises he will never destroy the world with water again, making a rainbow as a symbol of his promise. God sees mankind cooperating to build a great tower city, the Tower of Babel, and divides humanity with many languages and sets them apart with confusion. From a long family tree down from Noah to a man named Abram, God instructs the man Abram to travel from his home in Mesopotamia to the land of Canaan. There, God makes a promise to Abram, promising that his descendants shall be as numerous as the stars, but that people will suffer oppression in a foreign land for four hundred years, after which they will inherit the land "from the river of Egypt to the great river, the river Euphrates". Abram's name is changed to 'Abraham' (father of many) and that of his wife Sarai to Sarah (princess), and God says that all males should be circumcised as a sign of his promise to Abraham. Due to her old age, Sarah tells Abraham to take her Egyptian handmaiden, Hagar, as a second wife (to bear a child). Through Hagar, Abraham fathers Ishmael. God then plans to destroy the cities of Sodom and Gomorrah for the sins of their people. Abraham protests but fails to get God to agree not to destroy the cities (his reasoning being that everybody there is evil, except for Abraham's nephew Lot). Angels save Abraham's nephew Lot (who was living there at the same time) and his family, but his wife looks back on the destruction, (even though God commanded not to) and turns into a pillar of salt for going against his word. Lot's daughters, concerned that they are fugitives who will never find husbands, get Lot drunk so they can become pregnant by him, and give birth to the ancestors of the Moabites and Ammonites. Abraham and Sarah go to the Philistine town of Gerar, pretending to be brother and sister (they are half-siblings). The King of Gerar takes Sarah for his wife, but God warns him to return her (because she's really Abraham's wife), and he obeys. God sends Sarah a son and tells her she should name him Isaac; through him will be the establishment of the covenant (promise). Sarah then drives Ishmael and his mother Hagar out into the wilderness (because Ishmael is not her real son and Hagar is a slave), but God saves them and promises to make Ishmael a great nation. Then, God tests Abraham by demanding that he sacrifice Isaac. As Abraham is about to lay the knife upon his son, God restrains him, promising him numberless descendants (again). On the death of Sarah, Abraham purchases Machpelah (believed to be modern Hebron) for a family tomb and sends his servant to Mesopotamia to find among his relations a wife for Isaac; after proving herself worthy, Rebekah becomes Isaac's betrothed. Keturah, Abraham's other wife, births more children, among whose descendants are the Midianites. Abraham dies at a prosperous old age and his family lays him to rest in Hebron (Machpelah). Isaac's wife Rebecca gives birth to the twins Esau (meaning velvet), father of the Edomites, and Jacob (meaning supplanter or follower). Esau was a couple of seconds older as he had come out of the womb first, and was going to become the heir; however, through carelessness, he sold his birthright to Jacob for a bowl of stew. His mother, Rebecca, ensures Jacob rightly gains his father's blessing as the firstborn son and inheritor. At 77 years of age, Jacob leaves his parents and later seeks a wife and meets Rachel at a well. He goes to her father, his uncle, where he works for a total of 14 years to earn his wives, Rachel and Leah. Jacob's name is changed to 'Israel', and by his wives and their handmaidens he has twelve sons, the ancestors of the twelve tribes of the children of Israel, and a daughter, Dinah. Joseph, Jacob's favourite son of the twelve, makes his brothers jealous (especially because of special gifts Jacob gave him) and because of that jealousy they sell Joseph into slavery in Egypt. Joseph endures many trials including being innocently sentenced to jail but he stays faithful to God. After several years, he prospers there after the pharaoh of Egypt asks him to interpret a dream he had about an upcoming famine, which Joseph does through God. He is then made second in command of Egypt by the grateful pharaoh, and later on, he is reunited with his father and brothers, who fail to recognize him and plead for food. After much manipulation to see if they still hate him, Joseph reveals himself, forgives them for their actions, and lets them and their households into Egypt, where Pharaoh assigns to them the land of Goshen. Jacob calls his sons to his bedside and reveals their future before he dies. Joseph lives to old age and tells his brothers that if God leads them out of the country, then they should take his bones with them. Themes Promises to the ancestors In 1978 David Clines published his influential The Theme of the Pentateuch – influential because he was one of the first to take up the question of the theme of the entire five books. Clines' conclusion was that the overall theme is "the partial fulfilment – which implies also the partial nonfulfillment – of the promise to or blessing of the Patriarchs". (By calling the fulfilment "partial" Clines was drawing attention to the fact that at the end of Deuteronomy the people are still outside Canaan.) The patriarchs, or ancestors, are Abraham, Isaac and Jacob, with their wives (Joseph is normally excluded). Since the name YHWH had not been revealed to them, they worshipped El in his various manifestations. (It is, however, worth noting that in the Jahwist source, the patriarchs refer to deity by the name YHWH, for example in Genesis 15.) Through the patriarchs, God announces the election of Israel, that is, he chooses Israel to be his special people and commits himself to their future. God tells the patriarchs that he will be faithful to their descendants (i.e. to Israel), and Israel is expected to have faith in God and his promise. ("Faith" in the context of Genesis and the Hebrew Bible means an agreement to the promissory relationship, not a body of a belief.) The promise itself has three parts: offspring, blessings, and land. The fulfilment of the promise to each patriarch depends on having a male heir, and the story is constantly complicated by the fact that each prospective mother – Sarah, Rebekah and Rachel – is barren. The ancestors, however, retain their faith in God and God in each case gives a son – in Jacob's case, twelve sons, the foundation of the chosen Israelites. Each succeeding generation of the three promises attains a more rich fulfilment, until through Joseph "all the world" attains salvation from famine, and by bringing the children of Israel down to Egypt he becomes the means through which the promise can be fulfilled. God's chosen people Scholars generally agree that the theme of divine promise unites the patriarchal cycles, but many would dispute the efficacy of trying to examine Genesis' theology by pursuing a single overarching theme, instead citing as more productive the analysis of the Abraham cycle, the Jacob cycle, and the Joseph cycle, and the Yahwist and Priestly sources. The problem lies in finding a way to unite the patriarchal theme of the divine promise to the stories of Genesis 1–11 (the primeval history) with their theme of God's forgiveness in the face of man's evil nature. One solution is to see the patriarchal stories as resulting from God's decision not to remain alienated from mankind: God creates the world and mankind, mankind rebels, and God "elects" (chooses) Abraham. To this basic plot (which comes from the Yahwist) the Priestly source has added a series of covenants dividing history into stages, each with its own distinctive "sign". The first covenant is between God and all living creatures, and is marked by the sign of the rainbow; the second is with the descendants of Abraham (Ishmaelites and others as well as Israelites), and its sign is circumcision; and the last, which does not appear until the Book of Exodus, is with Israel alone, and its sign is Sabbath. A great leader mediates each covenant (Noah, Abraham, Moses), and at each stage God progressively reveals himself by his name (Elohim with Noah, El Shaddai with Abraham, Yahweh with Moses). Judaism's weekly Torah portions in the Book of Genesis It is a custom among religious Jewish communities for a weekly Torah portion, popularly referred to as a parashah, to be read during Jewish prayer services on Saturdays, Mondays and Thursdays. The full name, Parashat ha-Shavua, is popularly abbreviated to parashah (also parshah or parsha), and is also known as a Sidra (or Sedra ). The parashah is a section of the Torah (Five Books of Moses) used in Jewish liturgy during a particular week. There are 54 weekly parshas, or parashiyot in Hebrew, and the full cycle is read over the course of one Jewish year. The first 12 of the 54 come from the Book of Genesis, and they are: Chapters 1 – 6 (verses 1–8) Parashat Bereshit Chap. 6 (v. 9 ff) – 11 Parashat Noach Chap. 12 – 17 Parashat Lekh Lekha Chap. 18 – 22 Parashat Vayera Chap. 23 – 25 (v. 1–18) Parashat Chayyei Sarah Chap. 25 (v. 19 ff) – 28 (v. 1–9) Parashat Toledot Chap. 28 (v. 10 ff) – 32 (v. 1–3) Parashat Vayetzei Chap. 32 (v. 4 ff) – 36 Parashat Vayishlach Chap. 37 – 40 Parashat Vayeshev Chap. 41 – 44 (v. 1–17) Parashat Miketz Chap. 44 (v. 18 ff) – 47 (v. 1–27) Parashat Vayigash Chap. 47 (v. 28 ff) – 50 Parashat Vayechi See also Biblical criticism Criticism of the Bible Dating the Bible Enûma Eliš Genesis creation narrative Genesis 1:1 Historicity of the Bible Mosaic authorship Paradise Lost Protevangelium Wife–sister narratives in the Book of Genesis Notes References Bibliography Commentaries on Genesis Fretheim, Terence E. "The Book of Genesis." In The New Interpreter's Bible. Edited by Leander E. Keck, vol. 1, pp. 319–674. Nashville: Abingdon Press, 1994. . Hirsch, Samson Raphael. The Pentateuch: Genesis. Translated by Isaac Levy. Judaica Press, 2nd edition 1999. . Originally published as Der Pentateuch uebersetzt und erklaert Frankfurt, 1867–1878. Kass, Leon R. The Beginning of Wisdom: Reading Genesis. New York: Free Press, 2003. . Plaut, Gunther. The Torah: A Modern Commentary (1981), Sarna, Nahum M. The JPS Torah Commentary: Genesis: The Traditional Hebrew Text with the New JPS Translation. Philadelphia: Jewish Publication Society, 1989. . Speiser, E.A. Genesis: Introduction, Translation, and Notes. New York: Anchor Bible, 1964. . General External links Genesis Genesis Mythology books 1 Creation myths
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A shock site or gore site is a website that is intended to be offensive or disturbing to its viewers, though it can also contain elements of humor or evoke (in some viewers) sexual arousal. They contain material of high shock value, generally of a pornographic, scatological, racist, sexist, graphically violent, insulting, vulgar, profane, or otherwise provocative nature. Some shock sites display a single picture, animation, video clip or small gallery, and are circulated via email or disguised in posts to discussion sites as a prank. Steven Jones distinguishes these sites from those that collect galleries where users search for shocking content, such as Rotten.com. Gallery sites can contain beheadings, execution, electrocution, suicide, murder, stoning, torching, drowning, vehicular accidents, war victims, rape, necrophilia, genital mutilation and other sexual crimes. Some shock sites have also gained their own subcultures and have become internet memes on their own. Goatse.cx featured a page devoted to fan-submitted artwork and tributes to the site's hello.jpg, and a parody of the image was unwittingly shown by a BBC newscast as an alternative for the then-recently unveiled logo for the 2012 Summer Olympics. A 2007 shock video known as 2 Girls 1 Cup also quickly became an Internet phenomenon, with videos of reactions, homages, and parodies widely posted on video sharing sites such as YouTube. History There have been several shock galleries that have launched and shut down. Rotten.com hosted murder videos and images of deceased people and brandished the motto "Pure Evil Since 1996". During their operation, the owners of Rotten.com launched several new sites, one of which was Shockumentary.com in 2006. Shockumentary.com was created to sell mondo films like Traces of Death (1993). Ogrish.com (established in 2000) hosted "mutilated corpses, car accidents, burn victims, congenital malformations and other grotesqueries". Ogrish.com's reputation rested on its publication of gore media from terrorists and war. In 2006, Ogrish.com was rebranded as Liveleak.com. BestGore, established in 2008 by Mark Marek, was notorious for its extremely graphic content, such as photos and videos of murders, suicides and violent accidents with an estimated 15–20 million monthly visits during its operation. He pleaded guilty and was given a six-month conditional sentence for his role in a case where he was accused of corrupting public morals in Alberta, Canada. Some shock galleries, however, established more specific niches. The sites Necrobabes, Cannibal Café, and Gourmet tailored themselves to would-be cannibals in the early 2000s. These sites gained attention in 2003 when Armin Meiwes, an aspiring cannibal, used the sites to connect with Jürgen Brandes, a man who desired to be eaten. The two met, and Brandes' murder and cannibalism were recorded and posted on various sites. Additionally, Graham Coutts visited Necrobabes, Rapepassion, Violentpleasure, and Hangingbitches frequently before strangling teacher Jane Longhurst. There have also been several individual videos that received viral attention. Goatse was one of the earliest and best-known shock sites, featuring an image of a man stretching his anus with his hands. The site featured a page devoted to fan-submitted artwork and tributes to the site. The site was shut down in 2004; however, various mirror sites featuring the image still exist. In 2012, it was resurrected as an e-mail service. In 2008, the Dnepropetrovsk maniacs posted the graphic murder video "3 Guys 1 Hammer". This was followed years later by Eric Clinton Kirk Newman's (known now as Luka Rocco Magnotta) video "1 Lunatic 1 Icepick" in 2012—a video of Newman murdering Chinese student Jun Lin that contained dismemberment, cannibalism, and necrophilia and was posted on Bestgore.com. Newman also shared a video one year prior of him using a vacuum and plastic bag to suffocate two kittens to the song "Happy Xmas (War is Over)" by John Lennon to several gore sites. Meatspin is a shock site containing a looping video (set playing to "You Spin Me Round (Like a Record) by Dead or Alive") of two people engaging in anal sex while the penis of the receiving partner spins endlessly. Although frequently reported to be gay porn, it has been mentioned that the clip was derived from a trans porn film. A counter keeps track of how many "spins" the viewer has watched. In 2013, a student at Florida State University hacked the wireless network of his campus and redirected all traffic to Meatspin. In 2015, consternation followed when a family restaurant played the website in front of young children. In 2016, the website was played on a public digital billboard in Sweden, resulting in international media attention. The site first went live on March 10, 2005. the domain is now meatspin.cc. John-Michael Bond of The Daily Dot stated that to an extent, "casual homophobia" of the 2000s helped popularize Meatspin. Legality Currently, there is no federal or state legislation in the United States outlawing snuff films that depict the murder of a human being—a common source of material for shock sites. In 2000, California introduced a bill to outlaw these films, but after the American Civil Liberties Union (ACLU) raised protest over First Amendment Concerns, the bill failed to pass. No other bill has passed since. In the case of Miller v. California, the U.S. Supreme Court established a test to determine whether content falls under the category of unprotected obscenity. The Miller test requires that content "appeals to the prurient interest" to be obscene, meaning content must have a sexual component. That test was modified by United States v. Richards, which ruled that animal crush videos (videos that involve the killing of animals) can be obscene and therefore, are unprotected by the First Amendment even though they do not clearly appeal to sexual interests. The court ruled animal crush videos to be unprotected obscenity for two reasons. First, animal crush videos can appeal to a "specific sexual fetish," which fits the sexual conduct requirement of the Miller test. Second, United States v. Richards modified the Miller test by ruling that obscenity "can also cover unusual deviant acts" even if they are not directly sexual. Child pornography also falls under the category of unprotected obscenity by these tests. Due to the combination of murder and pornography depicted on shock sites that contain murder videos like gore2gasm.com, legal scholars have argued that murder videos also appeal to specific sexual interests and are thus unprotected under United States v. Richards. In terms of liability, unless snuff films are illegal, third party providers like shock sites that host murder videos and related snuff films are protected by the Communications Decency Act of 1996 (CDA). However, websites that require users to upload illegal content or actively encourage users to create and share illegal content can be held liable. Additionally, courts have granted increasing privacy rights to families over the publication and distribution of images of deceased relatives. The owners of Rotten.com were successfully sued by families for hosting photos of dead people and videos of their deaths on the site. In the UK, legislators passed the Criminal Justice and Immigration Act of 2008, which included a section outlawing extreme pornography (that which is intended to sexually arouse viewers that threatens a person's life, is likely to seriously harm a person's anus, breasts, or genitals, or involves a human corpse or an animal). This has resulted in shock sites, as well as US pornographers including Max Hardcore and Extreme Associates, being convicted of obscenity in the UK. During the Christchurch mosque shootings in New Zealand, the shooter broadcast the killings live on Facebook. The video was shared on Facebook and uploaded to YouTube shortly after. Footage of the mass killings were hosted on 4chan, 8chan, LiveLeak, Voat, Zero Hedge, and KiwiFarms. Rather than the Australian government trying to ban this specific instance of murder videos, internet service providers in Australia chose to place temporary blocks on any sites that hosted the footage until all the footage was believed to be removed. Ethics Several ethical concerns have been raised on the topic of shock sites and murder videos. One concern is that the popularity of shock sites will encourage an increase in violent murders, which can result in more extreme and violent videos that will likely generate more views on shock sites. Murder videos can inspire copycats to replicate the snuff films. After one of the Dnepropetrovsk Maniacs' videos leaked on the internet as "3 Guys 1 Hammer" in 2007, Eric Clinton Kirk Newman murdered Lin Jun, a Chinese student, and uploaded the video (including scenes of dismemberment, cannibalism, and necrophilia) under the similar title of "1 Lunatic 1 Icepick" in 2012. Another concern is the right of a victim and the victim's family to privacy after death. This is the issue of whether Lin Jun's parents have a right to remove the video of their son's murder from the internet. Murder victims cannot consent to the footage of their deaths being used and uploaded, and several court cases have agreed that parents and loved ones should have a right to prevent the widespread viewership of a personal tragedy and stop the video from being published. Finally, while shock value is not sufficient to justify banning content legally (as was determined by Cohen v. California), there are still ethical concerns about the emotional damages caused by the jarring nature and content of shock sites. Viewing violent content such as murder videos on social media can cause or trigger post-traumatic stress disorder (PTSD) and cause other emotional distress. Media As more people upload and view murder videos on shock sites, some believe that this practice is being mirrored in the horror movie genre. The presence of CCTV in Saw and the online torture auctions in Hostel Part II raise questions on the nefarious use of monitoring systems and the widespread access to videos of Al-Qaeda beheadings, executions in American prisons, and other real depictions of violence and murder on the internet. In examples like Saw, the contemporary horror genre reflects real horror on the internet. Additionally, a parody of Goatse was shown by a BBC newscast as an alternative for the then recently unveiled logo for the 2012 Summer Olympics. See also 2 Girls 1 Cup 4chan Deepfake pornography Elsagate Fan service Internet pornography Internet privacy Internet troll List of Internet phenomena Moral panic NSFW RackaRacka Rule 34 Shock humour References Further reading Internet slang Internet trolling Internet memes Online obscenity controversies 2000s fads and trends de:Internet-Phänomen#Sonstiges
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Guy Fawkes (; 13 April 1570 – 31 January 1606), also known as Guido Fawkes while fighting for the Spanish, was a member of a group of provincial English Catholics who was involved in the failed Gunpowder Plot of 1605. He was born and educated in York; his father died when Fawkes was eight years old, after which his mother married a recusant Catholic. Fawkes converted to Catholicism and left for mainland Europe, where he fought for Catholic Spain in the Eighty Years' War against Protestant Dutch reformers in the Low Countries. He travelled to Spain to seek support for a Catholic rebellion in England without success. He later met Thomas Wintour, with whom he returned to England. Wintour introduced him to Robert Catesby, who planned to assassinate and restore a Catholic monarch to the throne. The plotters leased an undercroft beneath the House of Lords; Fawkes was placed in charge of the gunpowder that they stockpiled there. The authorities were prompted by an anonymous letter to search Westminster Palace during the early hours of 5 November, and they found Fawkes guarding the explosives. He was questioned and tortured over the next few days and confessed to wanting to blow up the House of Lords. Immediately before his execution on 31 January, Fawkes fell from the scaffold where he was to be hanged and broke his neck, thus avoiding the agony of being hanged, drawn and quartered. He became synonymous with the Gunpowder Plot, the failure of which has been commemorated in the UK as Guy Fawkes Night since 5 November 1605, when his effigy is traditionally burned on a bonfire, commonly accompanied by fireworks. Early life Childhood Guy Fawkes was born in 1570 in Stonegate, York. He was the second of four children born to Edward Fawkes, a proctor and an advocate of the consistory court at York, and his wife, Edith. Guy's parents were regular communicants of the Church of England, as were his paternal grandparents; his grandmother, born Ellen Harrington, was the daughter of a prominent merchant, who served as Lord Mayor of York in 1536. Guy's mother's family were recusant Catholics, and his cousin, Richard Cowling, became a Jesuit priest. Guy was an uncommon name in England, but may have been popular in York on account of a local notable, Sir Guy Fairfax of Steeton. The date of Fawkes's birth is unknown, but he was baptised in the church of St Michael le Belfrey, York on 16 April. As the customary gap between birth and baptism was three days, he was probably born about 13 April. In 1568, Edith had given birth to a daughter named Anne, but the child died aged about seven weeks, in November that year. She bore two more children after Guy: Anne (b. 1572), and Elizabeth (b. 1575). Both were married, in 1599 and 1594 respectively. In 1579, when Guy was eight years old, his father died. His mother remarried several years later, to the Catholic Dionis Baynbrigge (or Denis Bainbridge) of Scotton, Harrogate. Fawkes may have become a Catholic through the Baynbrigge family's recusant tendencies, and also the Catholic branches of the Pulleyn and Percy families of Scotton, but also from his time at St. Peter's School in York. A governor of the school had spent about 20 years in prison for recusancy, and its headmaster, John Pulleyn, came from a family of noted Yorkshire recusants, the Pulleyns of Blubberhouses. In her 1915 work The Pulleynes of Yorkshire, author Catharine Pullein suggested that Fawkes's Catholic education came from his Harrington relatives, who were known for harbouring priests, one of whom later accompanied Fawkes to Flanders in 1592–1593. Fawkes's fellow students included John Wright and his brother Christopher (both later involved with Fawkes in the Gunpowder Plot) and Oswald Tesimond, Edward Oldcorne and Robert Middleton, who became priests (the latter executed in 1601). After leaving school Fawkes entered the service of Anthony Browne, 1st Viscount Montagu. The Viscount took a dislike to Fawkes and after a short time dismissed him; he was subsequently employed by Anthony-Maria Browne, 2nd Viscount Montagu, who succeeded his grandfather at the age of 18. At least one source claims that Fawkes married and had a son, but no known contemporary accounts confirm this. Military career In October 1591 Fawkes sold the estate in Clifton in York that he had inherited from his father. He travelled to the continent to fight in the Eighty Years War for Catholic Spain against the new Dutch Republic and, from 1595 until the Peace of Vervins in 1598, France. Although England was not by then engaged in land operations against Spain, the two countries were still at war, and the Spanish Armada of 1588 was only five years in the past. He joined Sir William Stanley, an English Catholic and veteran commander in his mid-forties who had raised an army in Ireland to fight in Leicester's expedition to the Netherlands. Stanley had been held in high regard by Elizabeth I, but following his surrender of Deventer to the Spanish in 1587 he, and most of his troops, had switched sides to serve Spain. Fawkes became an alférez or junior officer, fought well at the siege of Calais in 1596, and by 1603 had been recommended for a captaincy. That year, he travelled to Spain to seek support for a Catholic rebellion in England. He used the occasion to adopt the Italian version of his name, Guido, and in his memorandum described James I (who became king of England that year) as "a heretic", who intended "to have all of the Papist sect driven out of England." He denounced Scotland, and the King's favourites among the Scottish nobles, writing "it will not be possible to reconcile these two nations, as they are, for very long". Although he was received politely, the court of Philip III was unwilling to offer him any support. Gunpowder Plot In 1604 Fawkes became involved with a small group of English Catholics, led by Robert Catesby, who planned to assassinate the Protestant King James and replace him with his daughter, third in the line of succession, Princess Elizabeth. Fawkes was described by the Jesuit priest and former school friend Oswald Tesimond as "pleasant of approach and cheerful of manner, opposed to quarrels and strife ... loyal to his friends". Tesimond also claimed Fawkes was "a man highly skilled in matters of war", and that it was this mixture of piety and professionalism that endeared him to his fellow conspirators. The author Antonia Fraser describes Fawkes as "a tall, powerfully built man, with thick reddish-brown hair, a flowing moustache in the tradition of the time, and a bushy reddish-brown beard", and that he was "a man of action ... capable of intelligent argument as well as physical endurance, somewhat to the surprise of his enemies." The first meeting of the five central conspirators took place on Sunday 20 May 1604, at an inn called the Duck and Drake, in the fashionable Strand district of London. Catesby had already proposed at an earlier meeting with Thomas Wintour and John Wright to kill the King and his government by blowing up "the Parliament House with gunpowder". Wintour, who at first objected to the plan, was convinced by Catesby to travel to the continent to seek help. Wintour met with the Constable of Castile, the exiled Welsh spy Hugh Owen, and Sir William Stanley, who said that Catesby would receive no support from Spain. Owen did, however, introduce Wintour to Fawkes, who had by then been away from England for many years, and thus was largely unknown in the country. Wintour and Fawkes were contemporaries; each was militant, and had first-hand experience of the unwillingness of the Spaniards to help. Wintour told Fawkes of their plan to "doe some whatt in Ingland if the pece with Spaine healped us nott", and thus in April 1604 the two men returned to England. Wintour's news did not surprise Catesby; despite positive noises from the Spanish authorities, he feared that "the deeds would nott answere". One of the conspirators, Thomas Percy, was appointed a Gentleman Pensioner in June 1604, gaining access to a house in London that belonged to John Whynniard, Keeper of the King's Wardrobe. Fawkes was installed as a caretaker and began using the pseudonym John Johnson, servant to Percy. The contemporaneous account of the prosecution (taken from Thomas Wintour's confession) claimed that the conspirators attempted to dig a tunnel from beneath Whynniard's house to Parliament, although this story may have been a government fabrication; no evidence for the existence of a tunnel was presented by the prosecution, and no trace of one has ever been found; Fawkes himself did not admit the existence of such a scheme until his fifth interrogation, but even then he could not locate the tunnel. If the story is true, however, by December 1604 the conspirators were busy tunnelling from their rented house to the House of Lords. They ceased their efforts when, during tunnelling, they heard a noise from above. Fawkes was sent out to investigate, and returned with the news that the tenant's widow was clearing out a nearby undercroft, directly beneath the House of Lords. The plotters purchased the lease to the room, which also belonged to John Whynniard. Unused and filthy, it was considered an ideal hiding place for the gunpowder the plotters planned to store. According to Fawkes, 20 barrels of gunpowder were brought in at first, followed by 16 more on 20 July. On 28 July however, the ever-present threat of the plague delayed the opening of Parliament until Tuesday, 5 November. Overseas In an attempt to gain foreign support, in May 1605 Fawkes travelled overseas and informed Hugh Owen of the plotters' plan. At some point during this trip his name made its way into the files of Robert Cecil, 1st Earl of Salisbury, who employed a network of spies across Europe. One of these spies, Captain William Turner, may have been responsible. Although the information he provided to Salisbury usually amounted to no more than a vague pattern of invasion reports, and included nothing which regarded the Gunpowder Plot, on 21 April he told how Fawkes was to be brought by Tesimond to England. Fawkes was a well-known Flemish mercenary, and would be introduced to "Mr Catesby" and "honourable friends of the nobility and others who would have arms and horses in readiness". Turner's report did not, however, mention Fawkes's pseudonym in England, John Johnson, and did not reach Cecil until late in November, well after the plot had been discovered. It is uncertain when Fawkes returned to England, but he was back in London by late August 1605, when he and Wintour discovered that the gunpowder stored in the undercroft had decayed. More gunpowder was brought into the room, along with firewood to conceal it. Fawkes's final role in the plot was settled during a series of meetings in October. He was to light the fuse and then escape across the Thames. Simultaneously, a revolt in the Midlands would help to ensure the capture of Princess Elizabeth. Acts of regicide were frowned upon, and Fawkes would therefore head to the continent, where he would explain to the Catholic powers his holy duty to kill the King and his retinue. Discovery A few of the conspirators were concerned about fellow Catholics who would be present at Parliament during the opening. On the evening of 26 October, Lord Monteagle received an anonymous letter warning him to stay away, and to "retyre youre self into yowre contee whence yow maye expect the event in safti for ... they shall receyve a terrible blowe this parleament". Despite quickly becoming aware of the letterinformed by one of Monteagle's servantsthe conspirators resolved to continue with their plans, as it appeared that it "was clearly thought to be a hoax". Fawkes checked the undercroft on 30 October, and reported that nothing had been disturbed. Monteagle's suspicions had been aroused, however, and the letter was shown to King James. The King ordered Sir Thomas Knyvet to conduct a search of the cellars underneath Parliament, which he did in the early hours of 5 November. Fawkes had taken up his station late on the previous night, armed with a slow match and a watch given to him by Percy "becaus he should knowe howe the time went away". He was found leaving the cellar, shortly after midnight, and arrested. Inside, the barrels of gunpowder were discovered hidden under piles of firewood and coal. Torture Fawkes gave his name as John Johnson and was first interrogated by members of the King's Privy chamber, where he remained defiant. When asked by one of the lords what he was doing in possession of so much gunpowder, Fawkes answered that his intention was "to blow you Scotch beggars back to your native mountains." He identified himself as a 36-year-old Catholic from Netherdale in Yorkshire, and gave his father's name as Thomas and his mother's as Edith Jackson. Wounds on his body noted by his questioners he explained as the effects of pleurisy. Fawkes admitted his intention to blow up the House of Lords, and expressed regret at his failure to do so. His steadfast manner earned him the admiration of King James, who described Fawkes as possessing "a Roman resolution". James's admiration did not, however, prevent him from ordering on 6 November that "John Johnson" be tortured, to reveal the names of his co-conspirators. He directed that the torture be light at first, referring to the use of manacles, but more severe if necessary, authorising the use of the rack: "the gentler Tortures are to be first used unto him et sic per gradus ad ima tenditur [and so by degrees proceeding to the worst]". Fawkes was transferred to the Tower of London. The King composed a list of questions to be put to "Johnson", such as "as to what he is, For I can never yet hear of any man that knows him", "When and where he learned to speak French?", and "If he was a Papist, who brought him up in it?" The room in which Fawkes was interrogated subsequently became known as the Guy Fawkes Room. Sir William Waad, Lieutenant of the Tower, supervised the torture and obtained Fawkes's confession. He searched his prisoner, and found a letter addressed to Guy Fawkes. To Waad's surprise, "Johnson" remained silent, revealing nothing about the plot or its authors. On the night of 6 November he spoke with Waad, who reported to Salisbury "He [Johnson] told us that since he undertook this action he did every day pray to God he might perform that which might be for the advancement of the Catholic Faith and saving his own soul". According to Waad, Fawkes managed to rest through the night, despite his being warned that he would be interrogated until "I had gotton the inwards secret of his thoughts and all his complices". His composure was broken at some point during the following day. The observer Sir Edward Hoby remarked "Since Johnson's being in the Tower, he beginneth to speak English". Fawkes revealed his true identity on 7 November, and told his interrogators that there were five people involved in the plot to kill the King. He began to reveal their names on 8 November, and told how they intended to place Princess Elizabeth on the throne. His third confession, on 9 November, implicated Francis Tresham. Following the Ridolfi plot of 1571, prisoners were made to dictate their confessions, before copying and signing them, if they still could. Although it is uncertain if he was tortured on the rack, Fawkes's scrawled signature suggests the suffering he endured at the hands of his interrogators. Trial and execution The trial of eight of the plotters began on Monday 27 January 1606. Fawkes shared the barge from the Tower to Westminster Hall with seven of his co-conspirators. They were kept in the Star Chamber before being taken to Westminster Hall, where they were displayed on a purpose-built scaffold. The King and his close family, watching in secret, were among the spectators as the Lords Commissioners read out the list of charges. Fawkes was identified as Guido Fawkes, "otherwise called Guido Johnson". He pleaded not guilty, despite his apparent acceptance of guilt from the moment he was captured. The jury found all the defendants guilty, and the Lord Chief Justice Sir John Popham pronounced them guilty of high treason. The Attorney General Sir Edward Coke told the court that each of the condemned would be drawn backwards to his death, by a horse, his head near the ground. They were to be "put to death halfway between heaven and earth as unworthy of both". Their genitals would be cut off and burnt before their eyes, and their bowels and hearts removed. They would then be decapitated, and the dismembered parts of their bodies displayed so that they might become "prey for the fowls of the air". Fawkes's and Tresham's testimony regarding the Spanish treason was read aloud, as well as confessions related specifically to the Gunpowder Plot. The last piece of evidence offered was a conversation between Fawkes and Wintour, who had been kept in adjacent cells. The two men apparently thought they had been speaking in private, but their conversation was intercepted by a government spy. When the prisoners were allowed to speak, Fawkes explained his not guilty plea as ignorance of certain aspects of the indictment. On 31 January 1606, Fawkes and three others – Thomas Wintour, Ambrose Rookwood, and Robert Keyes – were dragged (i.e., "drawn") from the Tower on wattled hurdles to the Old Palace Yard at Westminster, opposite the building they had attempted to destroy. His fellow plotters were then hanged and quartered. Fawkes was the last to stand on the scaffold. He asked for forgiveness of the King and state, while keeping up his "crosses and idle ceremonies" (Catholic practices). Weakened by torture and aided by the hangman, Fawkes began to climb the ladder to the noose, but either through jumping to his death or climbing too high so the rope was incorrectly set, he managed to avoid the agony of the latter part of his execution by breaking his neck. His lifeless body was nevertheless quartered and, as was the custom, his body parts were then distributed to "the four corners of the kingdom", to be displayed as a warning to other would-be traitors. Legacy On 5 November 1605, Londoners were encouraged to celebrate the King's escape from assassination by lighting bonfires, provided that "this testemonye of joy be carefull done without any danger or disorder". An Act of Parliament designated each 5 November as a day of thanksgiving for "the joyful day of deliverance", and remained in force until 1859. Fawkes was one of 13 conspirators, but he is the individual most associated with the plot. In Britain, 5 November has variously been called Guy Fawkes Night, Guy Fawkes Day, Plot Night, and Bonfire Night (which can be traced directly back to the original celebration of 5 November 1605). Bonfires were accompanied by fireworks from the 1650s onwards, and it became the custom after 1673 to burn an effigy (usually of the pope) when heir presumptive James, Duke of York, converted to Catholicism. Effigies of other notable figures have found their way onto the bonfires, such as Paul Kruger and Margaret Thatcher, although most modern effigies are of Fawkes. The "guy" is normally created by children from old clothes, newspapers, and a mask. During the 19th century, "guy" came to mean an oddly dressed person, while in many places it has lost any pejorative connotation and instead refers to any male person and the plural form can refer to people of any gender (as in "you guys"). James Sharpe, professor of history at the University of York, has described how Guy Fawkes came to be toasted as "the last man to enter Parliament with honest intentions". William Harrison Ainsworth's 1841 historical romance Guy Fawkes; or, The Gunpowder Treason portrays Fawkes in a generally sympathetic light, and his novel transformed Fawkes in the public perception into an "acceptable fictional character". Fawkes subsequently appeared as "essentially an action hero" in children's books and penny dreadfuls such as The Boyhood Days of Guy Fawkes; or, The Conspirators of Old London, published around 1905. According to historian Lewis Call, Fawkes is now "a major icon in modern political culture" whose face has become "a potentially powerful instrument for the articulation of postmodern anarchism" in the late 20th century. References Footnotes Citations Bibliography External links Guy Fawkes story from the BBC, including archive video clips The Trials of Robert Winter, Thomas Winter, Guy Fawkes, John Grant, Ambrose Rookwood, Robert Keyes, Thomas Bates, and Sir Everard Digby Guy Fawkes Attainder from the Parliamentary Archives 1570 births 1606 deaths 16th-century English criminals 17th-century English criminals 17th-century Roman Catholics Converts to Roman Catholicism from Anglicanism English criminals English revolutionaries English Roman Catholics People associated with the Gunpowder Plot Failed assassins History of Catholicism in England People educated at St Peter's School, York People from York Prisoners in the Tower of London Roman Catholic activists English military personnel of the Eighty Years' War Criminals from Yorkshire Traitors in history Military personnel from York
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The proof of Gödel's completeness theorem given by Kurt Gödel in his doctoral dissertation of 1929 (and a shorter version of the proof, published as an article in 1930, titled "The completeness of the axioms of the functional calculus of logic" (in German)) is not easy to read today; it uses concepts and formalisms that are no longer used and terminology that is often obscure. The version given below attempts to represent all the steps in the proof and all the important ideas faithfully, while restating the proof in the modern language of mathematical logic. This outline should not be considered a rigorous proof of the theorem. Assumptions We work with first-order predicate calculus. Our languages allow constant, function and relation symbols. Structures consist of (non-empty) domains and interpretations of the relevant symbols as constant members, functions or relations over that domain. We assume classical logic (as opposed to intuitionistic logic for example). We fix some axiomatization (i.e. a syntax-based, machine-manageable proof system) of the predicate calculus: logical axioms and rules of inference. Any of the several well-known equivalent axiomatizations will do. Gödel's original proof assumed the Hilbert-Ackermann proof system. We assume without proof all the basic well-known results about our formalism that we need, such as the normal form theorem or the soundness theorem. We axiomatize predicate calculus without equality (sometimes confusingly called without identity), i.e. there are no special axioms expressing the properties of (object) equality as a special relation symbol. After the basic form of the theorem has been proved, it will be easy to extend it to the case of predicate calculus with equality. Statement of the theorem and its proof In the following, we state two equivalent forms of the theorem, and show their equivalence. Later, we prove the theorem. This is done in the following steps: Reducing the theorem to sentences (formulas with no free variables) in prenex form, i.e. with all quantifiers ( and ) at the beginning. Furthermore, we reduce it to formulas whose first quantifier is . This is possible because for every sentence, there is an equivalent one in prenex form whose first quantifier is . Reducing the theorem to sentences of the form . While we cannot do this by simply rearranging the quantifiers, we show that it is yet enough to prove the theorem for sentences of that form. Finally we prove the theorem for sentences of that form. This is done by first noting that a sentence such as is either refutable (its negation is always true) or satisfiable, i.e. there is some model in which it holds (it might even be always true, i.e. a tautology); this model is simply assigning truth values to the subpropositions from which B is built. The reason for that is the completeness of propositional logic, with the existential quantifiers playing no role. We extend this result to more and more complex and lengthy sentences, Dn (n=1,2...), built out from B, so that either any of them is refutable and therefore so is φ, or all of them are not refutable and therefore each holds in some model. We finally use the models in which the Dn hold (in case all are not refutable) in order to build a model in which φ holds. Theorem 1. Every valid formula (true in all structures) is provable. This is the most basic form of the completeness theorem. We immediately restate it in a form more convenient for our purposes: When we say "all structures", it is important to specify that the structures involved are classical (Tarskian) interpretations I, where I=<U,F> (U is a non-empty (possibly infinite) set of objects, whereas F is a set of functions from expressions of the interpreted symbolism into U). [By contrast, so-called "free logics" countenance possibly empty sets for U. For more regarding free logics, see the work of Karel Lambert.] Theorem 2. Every formula φ is either refutable or satisfiable in some structure. "φ is refutable" means by definition "¬φ is provable". Equivalence of both theorems If Theorem 1 holds, and φ is not satisfiable in any structure, then ¬φ is valid in all structures and therefore provable, thus φ is refutable and Theorem 2 holds. If on the other hand Theorem 2 holds and φ is valid in all structures, then ¬φ is not satisfiable in any structure and therefore refutable; then ¬¬φ is provable and then so is φ, thus Theorem 1 holds. Proof of theorem 2: first step We approach the proof of Theorem 2 by successively restricting the class of all formulas φ for which we need to prove "φ is either refutable or satisfiable". At the beginning we need to prove this for all possible formulas φ in our language. However, suppose that for every formula φ there is some formula ψ taken from a more restricted class of formulas C, such that "ψ is either refutable or satisfiable" → "φ is either refutable or satisfiable". Then, once this claim (expressed in the previous sentence) is proved, it will suffice to prove "φ is either refutable or satisfiable" only for φ's belonging to the class C. If φ is provably equivalent to ψ (i.e., (φ≡ψ) is provable), then it is indeed the case that "ψ is either refutable or satisfiable" → "φ is either refutable or satisfiable" (the soundness theorem is needed to show this). There are standard techniques for rewriting an arbitrary formula into one that does not use function or constant symbols, at the cost of introducing additional quantifiers; we will therefore assume that all formulas are free of such symbols. Gödel's paper uses a version of first-order predicate calculus that has no function or constant symbols to begin with. Next we consider a generic formula φ (which no longer uses function or constant symbols) and apply the prenex form theorem to find a formula ψ in normal form such that φ≡ψ (ψ being in normal form means that all the quantifiers in ψ, if there are any, are found at the very beginning of ψ). It follows now that we need only prove Theorem 2 for formulas φ in normal form. Next, we eliminate all free variables from φ by quantifying them existentially: if, say, x1...xn are free in φ, we form . If ψ is satisfiable in a structure M, then certainly so is φ and if ψ is refutable, then is provable, and then so is ¬φ, thus φ is refutable. We see that we can restrict φ to be a sentence, that is, a formula with no free variables. Finally, we would like, for reasons of technical convenience, that the prefix of φ (that is, the string of quantifiers at the beginning of φ, which is in normal form) begin with a universal quantifier and end with an existential quantifier. To achieve this for a generic φ (subject to restrictions we have already proved), we take some one-place relation symbol F unused in φ, and two new variables y and z.. If φ = (P)Φ, where (P) stands for the prefix of φ and Φ for the matrix (the remaining, quantifier-free part of φ) we form . Since is clearly provable, it is easy to see that is provable. Reducing the theorem to formulas of degree 1 Our generic formula φ now is a sentence, in normal form, and its prefix starts with a universal quantifier and ends with an existential quantifier. Let us call the class of all such formulas R. We are faced with proving that every formula in R is either refutable or satisfiable. Given our formula φ, we group strings of quantifiers of one kind together in blocks: We define the degree of to be the number of universal quantifier blocks, separated by existential quantifier blocks as shown above, in the prefix of . The following lemma, which Gödel adapted from Skolem's proof of the Löwenheim–Skolem theorem, lets us sharply reduce the complexity of the generic formula we need to prove the theorem for: Lemma. Let k>=1. If every formula in R of degree k is either refutable or satisfiable, then so is every formula in R of degree k+1. Comment: Take a formula φ of degree k+1 of the form , where is the remainder of (it is thus of degree k-1). φ states that for every x there is a y such that... (something). It would have been nice to have a predicate Q' so that for every x, Q'(x,y) would be true if and only if y is the required one to make (something) true. Then we could have written a formula of degree k, which is equivalent to φ, namely . This formula is indeed equivalent to φ because it states that for every x, if there is a y that satisfies Q'(x,y), then (something) holds, and furthermore, we know that there is such a y, because for every x', there is a y' that satisfies Q'(x',y'). Therefore φ follows from this formula. It is also easy to show that if the formula is false, then so is φ. Unfortunately, in general there is no such predicate Q'. However, this idea can be understood as a basis for the following proof of the Lemma. Proof. Let φ be a formula of degree k+1; then we can write it as where (P) is the remainder of the prefix of (it is thus of degree k-1) and is the quantifier-free matrix of . x, y, u and v denote here tuples of variables rather than single variables; e.g. really stands for where are some distinct variables. Let now x' and y' be tuples of previously unused variables of the same length as x and y respectively, and let Q be a previously unused relation symbol that takes as many arguments as the sum of lengths of x and y; we consider the formula Clearly, is provable. Now since the string of quantifiers does not contain variables from x or y, the following equivalence is easily provable with the help of whatever formalism we're using: And since these two formulas are equivalent, if we replace the first with the second inside Φ, we obtain the formula Φ' such that Φ≡Φ': Now Φ' has the form , where (S) and (S') are some quantifier strings, ρ and ρ' are quantifier-free, and, furthermore, no variable of (S) occurs in ρ' and no variable of (S') occurs in ρ. Under such conditions every formula of the form , where (T) is a string of quantifiers containing all quantifiers in (S) and (S') interleaved among themselves in any fashion, but maintaining the relative order inside (S) and (S'), will be equivalent to the original formula Φ'(this is yet another basic result in first-order predicate calculus that we rely on). To wit, we form Ψ as follows: and we have . Now is a formula of degree k and therefore by assumption either refutable or satisfiable. If is satisfiable in a structure M, then, considering , we see that is satisfiable as well. If is refutable, then so is , which is equivalent to it; thus is provable. Now we can replace all occurrences of Q inside the provable formula by some other formula dependent on the same variables, and we will still get a provable formula. (This is yet another basic result of first-order predicate calculus. Depending on the particular formalism adopted for the calculus, it may be seen as a simple application of a "functional substitution" rule of inference, as in Gödel's paper, or it may be proved by considering the formal proof of , replacing in it all occurrences of Q by some other formula with the same free variables, and noting that all logical axioms in the formal proof remain logical axioms after the substitution, and all rules of inference still apply in the same way.) In this particular case, we replace Q(x',y') in with the formula . Here (x,y|x',y') means that instead of ψ we are writing a different formula, in which x and y are replaced with x' and y'. Q(x,y) is simply replaced by . then becomes and this formula is provable; since the part under negation and after the sign is obviously provable, and the part under negation and before the sign is obviously φ, just with x and y replaced by x' and y', we see that is provable, and φ is refutable. We have proved that φ is either satisfiable or refutable, and this concludes the proof of the Lemma. Notice that we could not have used instead of Q(x',y') from the beginning, because would not have been a well-formed formula in that case. This is why we cannot naively use the argument appearing at the comment that precedes the proof. Proving the theorem for formulas of degree 1 As shown by the Lemma above, we only need to prove our theorem for formulas φ in R of degree 1. φ cannot be of degree 0, since formulas in R have no free variables and don't use constant symbols. So the formula φ has the general form: Now we define an ordering of the k-tuples of natural numbers as follows: should hold if either , or , and precedes in lexicographic order. [Here denotes the sum of the terms of the tuple.] Denote the nth tuple in this order by . Set the formula as . Then put as Lemma: For every n, φ. Proof: By induction on n; we have , where the latter implication holds by variable substitution, since the ordering of the tuples is such that . But the last formula is equivalent to φ. For the base case, is obviously a corollary of φ as well. So the Lemma is proven. Now if is refutable for some n, it follows that φ is refutable. On the other hand, suppose that is not refutable for any n. Then for each n there is some way of assigning truth values to the distinct subpropositions (ordered by their first appearance in ; "distinct" here means either distinct predicates, or distinct bound variables) in , such that will be true when each proposition is evaluated in this fashion. This follows from the completeness of the underlying propositional logic. We will now show that there is such an assignment of truth values to , so that all will be true: The appear in the same order in every ; we will inductively define a general assignment to them by a sort of "majority vote": Since there are infinitely many assignments (one for each ) affecting , either infinitely many make true, or infinitely many make it false and only finitely many make it true. In the former case, we choose to be true in general; in the latter we take it to be false in general. Then from the infinitely many n for which through are assigned the same truth value as in the general assignment, we pick a general assignment to in the same fashion. This general assignment must lead to every one of the and being true, since if one of the were false under the general assignment, would also be false for every n > k. But this contradicts the fact that for the finite collection of general assignments appearing in , there are infinitely many n where the assignment making true matches the general assignment. From this general assignment, which makes all of the true, we construct an interpretation of the language's predicates that makes φ true. The universe of the model will be the natural numbers. Each i-ary predicate should be true of the naturals precisely when the proposition is either true in the general assignment, or not assigned by it (because it never appears in any of the ). In this model, each of the formulas is true by construction. But this implies that φ itself is true in the model, since the range over all possible k-tuples of natural numbers. So φ is satisfiable, and we are done. Intuitive explanation We may write each Bi as Φ(x1...xk,y1...ym) for some x-s, which we may call "first arguments" and y-s that we may call "last arguments". Take B1 for example. Its "last arguments" are z2,z3...zm+1, and for every possible combination of k of these variables there is some j so that they appear as "first arguments" in Bj. Thus for large enough n1, Dn1 has the property that the "last arguments" of B1 appear, in every possible combinations of k of them, as "first arguments" in other Bj-s within Dn. For every Bi there is a Dni with the corresponding property. Therefore in a model that satisfies all the Dn-s, there are objects corresponding to z1, z2... and each combination of k of these appear as "first arguments" in some Bj, meaning that for every k of these objects zp1...zpk there are zq1...zqm, which makes Φ(zp1...zpk,zq1...zqm) satisfied. By taking a submodel with only these z1, z2... objects, we have a model satisfying φ. Extensions Extension to first-order predicate calculus with equality Gödel reduced a formula containing instances of the equality predicate to ones without it in an extended language. His method involves replacing a formula φ containing some instances of equality with the formula Here denote the predicates appearing in φ (with their respective arities), and φ' is the formula φ with all occurrences of equality replaced with the new predicate Eq. If this new formula is refutable, the original φ was as well; the same is true of satisfiability, since we may take a quotient of satisfying model of the new formula by the equivalence relation representing Eq. This quotient is well-defined with respect to the other predicates, and therefore will satisfy the original formula φ. Extension to countable sets of formulas Gödel also considered the case where there are a countably infinite collection of formulas. Using the same reductions as above, he was able to consider only those cases where each formula is of degree 1 and contains no uses of equality. For a countable collection of formulas of degree 1, we may define as above; then define to be the closure of . The remainder of the proof then went through as before. Extension to arbitrary sets of formulas When there is an uncountably infinite collection of formulas, the Axiom of Choice (or at least some weak form of it) is needed. Using the full AC, one can well-order the formulas, and prove the uncountable case with the same argument as the countable one, except with transfinite induction. Other approaches can be used to prove that the completeness theorem in this case is equivalent to the Boolean prime ideal theorem, a weak form of AC. References The first proof of the completeness theorem. The same material as the dissertation, except with briefer proofs, more succinct explanations, and omitting the lengthy introduction. External links Stanford Encyclopedia of Philosophy: "Kurt Gödel"—by Juliette Kennedy. MacTutor biography: Kurt Gödel. Logic Godel's completeness theorem Mathematical proofs Godel's completeness theorem Godel's completeness theorem Works by Kurt Gödel Article proofs
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Gesta Danorum ("Deeds of the Danes") is a patriotic work of Danish history, by the 12th-century author Saxo Grammaticus ("Saxo the Literate", literally "the Grammarian"). It is the most ambitious literary undertaking of medieval Denmark and is an essential source for the nation's early history. It is also one of the oldest known written documents about the history of Estonia and Latvia. Consisting of sixteen books written in Latin on the invitation of Archbishop Absalon, Gesta Danorum describes Danish history and to some degree Scandinavian history in general, from prehistory to the late 12th century. In addition, Gesta Danorum offers singular reflections on European affairs in the High Middle Ages from a unique Scandinavian perspective, supplementing what has been handed down by historians from Western and Southern Europe. Books The sixteen books, in prose with an occasional excursion into poetry, can be categorized into two parts: Books 1–9, which deal with Norse mythology and semi-legendary Danish history, and Books 10–16, which deal with medieval history. Book 9 ends with Gorm the Old. The last three books (14–16), which describe Danish conquests on the south shore of the Baltic Sea and wars against Slavic peoples (the Northern Crusades), are very valuable for the history of West Slavic tribes (Polabian Slavs, Pomeranians) and Slavic paganism. Book 14 contains a unique description of the temple on the island of Rügen. Overview Book 1 The first book is mostly Saxo's original work, sharing little with other primary works, but taking some inspiration from Ancient Greek epics. It very briefly covers the rule of the eponymous founder of the Danish nation, Dan, but also his sons Humble and Lother, and Dan's grandson, Skiold, whose son, Gram is the first Danish king to be given some detail, his reign revolves around conquering Sweden and Finland, only to die in a battle. Most of the book deals with the adventures of Hading, the son of Gram and Finnish princess, Signe. Here the adventure concerns the loss of Denmark to the Swedes as well as Hading's attempts to reclaim it with the help of giants and Odin. The book concludes with Hading's suicide after hearing of his friend's death. Book 2 Follows adventurers of Hading's descendants, who perform cunning raids across the Baltic Sea and far as England, while encountering many supernatural events and being forced to solve disputes via single combat. Book 3 Introduces Amleth as a grandson of a Danish king, whose father was murdered by his uncle, the governor of Jylland. Amleth pretends to be a fool in fear of his uncle who has married his mother. Book 4 Deals with Amleth securing his place as the king of the Danes, and return to Britain where he ends up marrying a Britanian princess, whose father plots the demise of Amleth, and the queen of Scotland who is famous for murdering all her suitors. Book 5 Focused on empire-building of Frotho III and his brilliant Norwegian advisor, Erick the Eloquent. Ultimately Frotho ends up ruling over Britain, Scandinavia, the Slavs, and the Huns. Saxo makes many parallels to Augustus. Book 6 Follows the adventurers of the legendary hero, Starkad who is disappointed in the decadent ways of Frothi III's descendants. Book 7 Is a collection of short and unrelated love stories, many of these ventures feature shieldmaidens. Book 8 Covers the famous Battle of Brávellir, between Harald Wartooth and Sigurd Ring. Danish involvement in the Saxon wars against Charlemagne, voyages to Biarmia, and the death of Starkad. Book 9 The book deals with Ragnar Lothbrok and his rising empire, he appoints many of his sons to govern parts of his empire all the way from Scotland to Scythia. History Chronology When exactly Gesta Danorum was written is the subject of numerous works; however, it is generally agreed that Gesta Danorum was not finished before 1208. The last event described in the last book (Book 16) is King Canute VI of Denmark subduing Pomerania under Duke Bogislaw I, in 1186. However the preface of the work, dedicated to Archbishop Anders Sunesen, mentions the Danish conquest of the areas north of the Elbe in 1208. Book 14, comprising nearly one-quarter of the text of the entire work, ends with Absalon's appointment to archbishop in 1178. Since this book is so large and Absalon has greater importance than King Valdemar I, this book may have been written first and comprised a work on its own. It is possible that Saxo then enlarged it with Books 15 and 16, telling the story of King Valdemar I's last years and King Canute VI's first years. It is believed that Saxo then wrote Books 11, 12, and 13. Svend Aagesen's history of Denmark, Brevis Historia Regum Dacie (circa 1186), states that Saxo had decided to write about "The king-father and his sons," which would be King Sweyn Estridson, in Books 11, 12, and 13. He would later add the first ten books. This would also explain the 22 years between the last event described in the last book (Book 16) and the 1208 event described in the preface. Manuscripts The original manuscripts of the work are lost, except for four fragments: the Angers Fragment, Lassen Fragment, Kall-Rasmussen Fragment and Plesner Fragment. The Angers Fragment is the biggest fragment, and the only one attested to be in Saxo’s own handwriting. The other ones are copies from ca. 1275. All four fragments are in the collection of the Danish Royal Library in Copenhagen, Denmark. The text has, however, survived. In 1510–1512, Christiern Pedersen, a Danish translator working in Paris, searched Denmark high and low for an existing copy of Saxo’s works, which by that time was nearly all but lost. By that time most knowledge of Saxo’s work came from a summary located in Chronica Jutensis, from around 1342, called Compendium Saxonis. It is also in this summary that the name Gesta Danorum is found. The title Saxo himself used for his work is unknown. Christiern Pedersen finally found a copy in the collection of Archbishop Birger Gunnersen of Lund, Skåne (Skåne is now part of Sweden, but at the time was still part of Denmark), which he gladly lent him. With the help of printer Jodocus Badius, Gesta Danorum was refined and printed. Printing The first printed press publication and the oldest known complete text of Saxo’s works is Christiern Pedersen's Latin edition, printed and published by Jodocus Badius in Paris, France, on 15 March 1514 under the title of Danorum Regum heroumque Historiae ("History of the Kings and heroes of the Danes"). The edition features the following colophon: ...impressit in inclyta Parrhisorum academia Iodocus Badius Ascensius Idibus Martiis. MDXIIII. Supputatione Romana. (the Ides of March, 1514). The full front page reads (with abbreviations expanded) in Latin: Danorum Regum heroumque Historiae stilo eleganti a Saxone Grammatico natione Zialandico necnon Roskildensis ecclesiae praeposito, abhinc supra trecentos annos conscriptae et nunc primum literaria serie illustratae tersissimeque impressae. English language: Histories of the Kings and heroes of the Danes, composed in elegant style by Saxo Grammaticus, a Zealander and also provost of the church of Roskilde, over three hundred years ago, and now for the first time illustrated and printed correctly in a learned compilation. Latin versions The source of all existing translations and new editions is Christiern Pedersen's Latin Danorum Regum heroumque Historiae. There exist a number of different translations today, some complete, some partial: Danish translations Christiern Pedersen, never published ca. 1540, Lost Jon Tursons, lost, never published ca. 1555 , 2 volumes English translations , Volume 1 includes books I-X and Volume 2 includes books XI-XVI. Other translations [Full translation on Russian by Andrey Dosaev in two vols.] Gesta Danorum is also translated partially in other English, French and German releases. Hamlet Certain aspects of Gesta Danorum formed the basis for William Shakespeare's play Hamlet. It is thought that Shakespeare never read Gesta Danorum, and instead had access to an auxiliary version of the tale describing the downfall of Amleth, Prince of Denmark. Saxo's version, told of in Books 3 and 4, is very similar to that of Shakespeare's Hamlet. In Saxo's version, two brothers, Orvendil and Fengi are given the rule over Jutland by King Rørik Slyngebond of the Danes. Soon after, Orvendil marries King Rørik's daughter, Geruth (Gertrude in Hamlet). Amleth is their first and only child. Fengi becomes resentful of his brother's marriage, and also wants sole leadership of Jutland, so therefore murders Orvendil. After a very brief period of mourning, Fengi marries Geruth, and declares himself sole leader of Jutland. Eventually, Amleth avenges his father's murder and plans the murder of his uncle, making him the new and rightful King of Jutland. However, while Hamlet dies in Shakespeare's version just after his uncle's death, in Saxo's version Amleth survives and begins ruling his kingdom, going on to other adventures. References Sources In two volumes : ; , e-text both volumes without appendixes or indices , (table of contents in Danish). External links 12th-century history books 12th-century Latin books Sources of Norse mythology Sources on Germanic paganism Danish chronicles Danish non-fiction books 12th century in Denmark Cultural depictions of Ragnar Lodbrok
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George Frideric (or Frederick) Handel (; baptised , ; 23 February 1685 – 14 April 1759) was a German-British Baroque composer well known for his operas, oratorios, anthems, concerti grossi, and organ concertos. Handel received his training in Halle and worked as a composer in Hamburg and Italy before settling in London in 1712, where he spent the bulk of his career and became a naturalised British subject in 1727. He was strongly influenced both by the middle-German polyphonic choral tradition and by composers of the Italian Baroque. In turn, Handel's music forms one of the peaks of the "high baroque" style, bringing Italian opera to its highest development, creating the genres of English oratorio and organ concerto, and introducing a new style into English church music. He is consistently recognized as one of the greatest composers of his age. Handel started three commercial opera companies to supply the English nobility with Italian opera. In 1737, he had a physical breakdown, changed direction creatively, and addressed the middle class and made a transition to English choral works. After his success with Messiah (1742), he never composed an Italian opera again. His orchestral Water Music and Music for the Royal Fireworks remain steadfastly popular. One of his four coronation anthems, Zadok the Priest, has been performed at every British coronation since 1727. Almost blind, he died in 1759, a respected and rich man, and was given a state funeral at Westminster Abbey. Handel composed more than forty opera serias over a period of more than thirty years. Since the late 1960s, interest in Handel's music has grown. The musicologist Winton Dean wrote that "Handel was not only a great composer; he was a dramatic genius of the first order." His music was admired by Classical-era composers, especially Mozart and Beethoven. Early years Family Handel was born in 1685 (the same year as Johann Sebastian Bach and Domenico Scarlatti) in Halle, Duchy of Magdeburg (then part of Brandenburg-Prussia). His parents were Georg Händel, aged sixty-three, and Dorothea Taust. His father was an eminent barber-surgeon who served the court of Saxe-Weissenfels and the Margraviate of Brandenburg. Halle was a relatively prosperous city, home of a salt-mining industry and centre of trade (and member of the Hanseatic League). The Margrave of Brandenburg became the administrator of the archiepiscopal territories of Mainz, including Magdeburg when they converted, and by the early 17th century held his court in Halle, which attracted renowned musicians. Even the smaller churches all had "able organists and fair choirs", and humanities and the letters thrived (Shakespeare was performed in the theatres early in the 17th century). The Thirty Years' War brought extensive destruction to Halle, and by the 1680s it was impoverished. However, since the middle of the war the city had been under the administration of the Duke of Saxony, and soon after the end of the war he would bring musicians trained in Dresden to his court in Weissenfels. The arts and music, however, flourished only among the higher strata (not only in Halle but throughout Germany), of which Handel's family was not a member. Georg Händel (senior) was born at the beginning of the war and was apprenticed to a barber in Halle at the age of 14 after his father died. When he was 20, he married the widow of the official barber-surgeon of a suburb of Halle, inheriting his practice. With this, Georg determinedly began the process of becoming self-made; by dint of his "conservative, steady, thrifty, unadventurous" lifestyle, he guided the five children he had with Anna who reached adulthood into the medical profession (except his youngest daughter, who married a government official). Anna died in 1682. Within a year Georg married again, this time to the daughter of a Lutheran minister, Pastor Georg Taust of the Church of St. Bartholomew in Giebichenstein, who himself came from a long line of Lutheran pastors. Handel was the second child of this marriage; the first son was stillborn. Two younger sisters were born after the birth of George Frideric: Dorthea Sophia, born 6 October 1687, and Johanna Christiana, born 10 January 1690. Early education Early in his life Handel is reported to have attended the Gymnasium in Halle, where the headmaster, , was reputed to be an ardent musician. Whether Handel remained there, and if he did for how long, is unknown, but many biographers suggest that he was withdrawn from school by his father, based on the characterization of him by Handel's first biographer, John Mainwaring. Mainwaring is the source for almost all information (little as it is) of Handel's childhood, and much of that information came from J.C. Smith, Jr., Handel's confidant, and copyist. Whether it came from Smith or elsewhere, Mainwaring frequently relates misinformation. It is from Mainwaring that the portrait comes of Handel's father as implacably opposed to any musical education. Mainwaring writes that Georg Händel was "alarmed" at Handel's very early propensity for music, "took every measure to oppose it", including forbidding any musical instrument in the house and preventing Handel from going to any house where they might be found. This did nothing to dampen young Handel's inclination; in fact, it did the reverse. Mainwaring tells the story of Handel's secret attic spinet: Handel "found means to get a little clavichord privately convey'd to a room at the top of the house. To this room he constantly stole when the family was asleep". Although both John Hawkins and Charles Burney credited this tale, Schoelcher found it nearly "incredible" and a feat of "poetic imagination" and Lang considers it one of the unproven "romantic stories" that surrounded Handel's childhood. But Handel had to have had some experience with the keyboard to have made the impression in Weissenfels that resulted in his receiving formal musical training. Musical education Sometime between the ages of seven and nine, Handel accompanied his father to Weissenfels where he came under the notice of one whom Handel thereafter always regarded throughout life as his benefactor, Duke Johann Adolf I. Somehow Handel made his way to the court organ in the palace chapel of the Holy Trinity, where he surprised everyone with his playing. Overhearing this performance and noting the youth of the performer caused the Duke, whose suggestions were not to be disregarded, to recommend to Georg Händel that Handel be given musical instruction. Handel's father engaged the organist at the Halle parish church, the young Friedrich Wilhelm Zachow, to instruct Handel. Zachow would be the only teacher that Handel ever had. Because of his church employment, Zachow was an organist "of the old school", reveling in fugues, canons, and counterpoint. But he was also familiar with developments in music across Europe and his own compositions "embraced the new concerted, dramatic style". When Zachow discovered the talent of Handel, he introduced him "to a vast collection of German and Italian music, which he possessed, sacred and profane, vocal and instrumental compositions of different schools, different styles, and of every master". Many traits considered "Handelian" can be traced back to Zachow's music. At the same time Handel continued practice on the harpsichord, learned violin and organ, but according to Burney his special affection was for the hautbois (oboe). Schoelcher speculates that his youthful devotion to the instrument explains the large number of pieces he composed for oboe. With respect to instruction in composition, in addition to having Handel apply himself to traditional fugue and cantus firmus work, Zachow, recognising Handel's precocious talents, systematically introduced Handel to the variety of styles and masterworks contained in his extensive library. He did this by requiring Handel to copy selected scores. "I used to write like the devil in those days", Handel recalled much later. Much of this copying was entered into a notebook that Handel maintained for the rest of his life. Although it has since disappeared, the notebook has been sufficiently described to understand what pieces Zachow wished Handel to study. Among the chief composers represented in this exercise book were Johann Krieger, an "old master" in the fugue and prominent organ composer, Johann Caspar Kerll, a representative of the "southern style" after his teacher Frescobaldi and imitated later by Handel, Johann Jakob Froberger, an "internationalist" also closely studied by Buxtehude and Bach, and Georg Muffat, whose amalgam of French and Italian styles and his synthesis of musical forms influenced Handel. Mainwaring writes that during this time Zachow had begun to have Handel assume some of his church duties. Zachow, Mainwaring asserts, was "often" absent, "from his love of company, and a cheerful glass", and Handel, therefore, performed on organ frequently. What is more, according to Mainwaring, Handel began composing, at the age of nine, church services for voice and instruments "and from that time actually did compose a service every week for three years successively." Mainwaring ends this chapter of Handel's life by concluding that three or four years had been enough to allow Handel to surpass Zachow, and Handel had become "impatient for another situation"; "Berlin was the place agreed upon." Carelessness with dates or sequences (and possibly imaginative interpretation by Mainwaring) makes this period confused. After the death of Handel's father Handel's father died on 11 February 1697. It was German custom for friends and family to compose funeral odes for a substantial burgher like Georg, and young Handel discharged his duty with a poem dated 18 February and signed with his name and (in deference to his father's wishes) "dedicated to the liberal arts." At the time Handel was studying either at Halle's Lutheran Gymnasium or the Latin School. Mainwaring has Handel travelling to Berlin the next year, 1698. The problem with Mainwaring as an authority for this date, however, is that he tells of how Handel's father communicated with the "king" during Handel's stay, declining the Court's offer to send Handel to Italy on a stipend and that his father died "after his return from Berlin." But since Georg Händel died in 1697, either the date of the trip or Mainwaring's statements about Handel's father must be in error. Early biographers solved the problem by making the year of the trip 1696, then noting that at the age of 11 Handel would need a guardian, so they have Handel's father or a friend of the family accompany him, all the while puzzling over why the elder Handel, who wanted Handel to become a lawyer, would spend the sum to lead his son further into the temptation of music as a career. Schoelcher for example has Handel travelling to Berlin at 11, meeting both Bononcini and Attilio Ariosti in Berlin and then returning at the direction of his father. But Ariosti was not in Berlin before the death of Handel's father, and Handel could not have met Bononcini in Berlin before 1702. Modern biographers either accept the year as 1698, since most reliable older authorities agree with it, and discount what Mainwaring says about what took place during the trip or assume that Mainwaring conflated two or more visits to Berlin, as he did with Handel's later trips to Venice. University Perhaps to fulfill a promise to his father or simply because he saw himself as "dedicated to the liberal arts," on 10 February 1702 Handel matriculated at the University of Halle. That university had only recently been founded. In 1694, the Elector of Brandenburg Frederick III (later Prussian King Frederick I) created the school, largely to provide a lecture forum for the jurist Christian Thomasius who had been expelled from Leipzig for his liberal views. Handel did not enroll in the faculty of law, although he almost certainly attended lectures. Thomasius was an intellectual and academic crusader who was the first German academic to lecture in German and also denounced witch trials. Lang believes that Thomasius instilled in Handel a "respect for the dignity and freedom of man's mind and the solemn majesty of the law," principles that would have drawn him to and kept him in England for half a century. Handel also there encountered theologian and professor of Oriental languages August Hermann Francke, who was particularly solicitous of children, particularly orphans. The orphanage he founded became a model for Germany, and undoubtedly influenced Handel's own charitable impulse, when he assigned the rights of Messiah to London's Foundling Hospital. Shortly after commencing his university education, Handel (though Lutheran) on 13 March 1702 accepted the position of organist at the Calvinist Cathedral in Halle, the Domkirche, replacing J.C. Leporin, for whom he had acted as assistant. The position, which was a one-year probationary appointment showed the foundation he had received from Zachow, for a church organist and cantor was a highly prestigious office. From it he received 5 thalers a year and lodgings in the run-down castle of Moritzburg. Around this same time, Handel made the acquaintance of Telemann. Four years Handel's senior, Telemann was studying law at Leipzig and was assisting cantor Johann Kuhnau (Bach's predecessor at the Thomaskirche there). Telemann recalled forty years later in an autobiography for Mattheson's Grundlage: "The writing of the excellent Johann Kuhnau served as a model for me in fugue and counterpoint; but in fashioning melodic movements and examining them Handel and I were constantly occupied, frequently visiting each other as well as writing letters." Halle compositions Although Mainwaring records that Handel wrote weekly when assistant to Zachow and as probationary organist at Domkirche part of his duty was to provide suitable music, no sacred compositions from his Halle period can now be identified. Mattheson, however, summarised his opinion of Handel's church cantatas written in Halle: "Handel in those days set very, very long arias and sheerly unending cantatas which, while not possessing the proper knack or correct taste, were perfect so far as harmony is concerned." Early chamber works do exist, but it is difficult to date any of them to Handel's time in Halle. Many historians until recently followed Chrysander and designated the six trio sonatas for two oboes and basso continuo as his first known composition, supposedly written in 1696 (when Handel was 11). Lang doubts the dating based on a handwritten date of a copy (1700) and stylistic considerations. Lang writes that the works "show thorough acquaintance with the distilled sonata style of the Corelli school" and are notable for "the formal security and the cleanness of the texture." Hogwood considers all of the oboe trio sonatas spurious and even suggests that some parts cannot be performed on oboe. That authentic manuscript sources do not exist and that Handel never recycled any material from these works makes their authenticity doubtful. Other early chamber works were printed in Amsterdam in 1724 as opus 1, but it is impossible to tell which are early works in their original form, rather than later re-workings by Handel, a frequent practice of his. From Hamburg to Italy Handel's probationary appointment to Domkirche expired in March 1703. By July Handel was in Hamburg. Since he left no explanation for the move biographers have offered their own speculation. Burrows believes that the answer can be found by untangling Mainwaring's confused chronology of the trip to Berlin. Burrows dates this trip to 1702 or 1703 (after his father's death) and concluded that since Handel (through a "friend and relation" at the Berlin court) turned down Frederick's offer to subsidise his musical education in Italy (with the implicit understanding that he would become a court musician on his return), Handel was no longer able to expect preferment (whether as a musician, lawyer or otherwise) within Brandenburg-Prussia. And since he was attracted to secular, dramatic music (by meeting the Italians Bononcini and Attilio Ariosti and through the influence of Telemann), Hamburg, a free city with an established opera company, was the logical choice. The question remains, however, why Handel rejected the King's offer, given that Italy was the centre of opera. Lang suggests that influenced by the teachings of Thomasius, Handel's character was such that he was unable to make himself subservient to anyone, even a king. Lang sees Handel as someone who could not accept class distinctions that required him to regard himself as a social inferior. "What Handel craved was personal freedom to raise himself out of his provincial milieu to a life of culture." Burrows notes that like his father, Handel was able to accept royal (and aristocratic) favours without considering himself a court servant. And so given the embarrassed financial condition of his mother, Handel set off for Hamburg to obtain experience while supporting himself. In 1703, he accepted a position as violinist and harpsichordist in the orchestra of the Hamburg Oper am Gänsemarkt. There he met the composers Johann Mattheson, Christoph Graupner and Reinhard Keiser. His first two operas, Almira and Nero, were produced in 1705. He produced two other operas, Daphne and Florindo, in 1708. It is unclear whether Handel directed these performances. According to Mainwaring, in 1706 Handel travelled to Italy at the invitation of Ferdinando de' Medici. (Other sources say Handel was invited by Gian Gastone de' Medici, whom Handel had met in 1703–1704 in Hamburg.) Ferdinando, who had a keen interest in opera, was trying to make Florence Italy's musical capital by attracting the leading talents of his day. In Italy, Handel met librettist Antonio Salvi, with whom he later collaborated. Handel left for Rome and since opera was (temporarily) banned in the Papal States, composed sacred music for the Roman clergy. His famous Dixit Dominus (1707) is from this era. He also composed cantatas in pastoral style for musical gatherings in the palaces of duchess Aurora Sanseverino (whom Mainwaring called "Donna Laura") one of the most influential patrons from the Kingdom of Naples, and cardinals Pietro Ottoboni, Benedetto Pamphili and Carlo Colonna. Two oratorios, La resurrezione and Il trionfo del tempo, were produced in a private setting for Ruspoli and Ottoboni in 1709 and 1710, respectively. Rodrigo, his first all-Italian opera, was produced in the Cocomero theatre in Florence in 1707. Agrippina was first produced in 1709 at Teatro San Giovanni Grisostomo in Venice, owned by the Grimanis. The opera, with a libretto by Cardinal Vincenzo Grimani, ran for 27 nights successively. The audience, thunderstruck with the grandeur and sublimity of his style, applauded for Il caro Sassone ("the dear Saxon" – referring to Handel's German origins). In London Arrival In June 1710, Handel became Kapellmeister to German prince George, the Elector of Hanover, but left at the end of the year. It is likely he was also invited by Charles Montagu the former ambassador in Venice to visit England. He visited Anna Maria Luisa de' Medici and her husband in Düsseldorf on his way to London. With his opera Rinaldo, based on La Gerusalemme Liberata by the Italian poet Torquato Tasso, Handel enjoyed great success, although it was composed quickly, with many borrowings from his older Italian works. This work contains one of Handel's favourite arias, Cara sposa, amante cara, and the famous Lascia ch'io pianga. Handel went back to Halle twice to attend the wedding of his sister and the baptism of her daughter but decided to settle permanently in England in 1712. In the summer of 1713, he lived at Mr. Mathew Andrews' estate in Barn Elms, Surrey. He received a yearly income of £200 from Queen Anne after composing for her the Utrecht Te Deum and Jubilate, first performed in 1713. One of his most important patrons was the 3rd Earl of Burlington and 4th Earl of Cork, a young and extremely wealthy member of an Anglo-Irish aristocratic family. While living in the mansion of Lord Burlington, Handel wrote Amadigi di Gaula, a "magic" opera, about a damsel in distress, based on the tragedy by Antoine Houdar de la Motte. The conception of an opera as a coherent structure was slow to capture Handel's imagination and he composed no operas for five years. In July 1717 Handel's Water Music was performed more than three times on the River Thames for King George I and his guests. It is said the compositions spurred reconciliation between Handel and the king, supposedly annoyed by the composer's abandonment of his Hanover post. At Cannons (1717–19) In 1717, Handel became house composer at Cannons in Middlesex, where he laid the cornerstone for his future choral compositions in the Chandos Anthems. Romain Rolland wrote that these anthems (or Psalms) stood in relation to Handel's oratorios, much the same way that the Italian cantatas stood to his operas: "splendid sketches of the more monumental works." Another work, which he wrote for The 1st Duke of Chandos, the owner of Cannons, was Acis and Galatea: during Handel's lifetime, it was his most performed work. Winton Dean wrote, "the music catches breath and disturbs the memory". In 1719, the Duke of Chandos became one of the composer's important patrons and main subscribers to his new opera company, the Royal Academy of Music, but his patronage declined after Chandos lost money in the South Sea bubble, which burst in 1720 in one of history's greatest financial cataclysms. Handel himself invested in South Sea stock in 1716, when prices were low and sold before 1720. In 1720, Handel invested in the Royal African Company, the main slave-trading company in Great Britain: it was again run by the Duke of Chandos. The slave trade involved trafficking Africans to the Americas and then forcing them to cultivate rice, tobacco, sugar and other luxury products to send back to Britain, thus boosting the economy at home through shipping activities, trade and manufacturing. Royal Academy of Music (1719–34) In May 1719, The 1st Duke of Newcastle, the Lord Chamberlain, ordered Handel to look for new singers. Handel travelled to Dresden to attend the newly built opera. He saw Teofane by Antonio Lotti, and engaged members of the cast for the Royal Academy of Music, founded by a group of aristocrats to assure themselves a constant supply of baroque opera or opera seria. Handel may have invited John Smith, his fellow student in Halle, and his son Johann Christoph Schmidt, to become his secretary and amanuensis. By 1723 he had moved into a Georgian house at 25 Brook Street, which he rented for the rest of his life. This house, where he rehearsed, copied music, and sold tickets, is now the Handel House Museum. During twelve months between 1724 and 1725, Handel wrote three successful operas, Giulio Cesare, Tamerlano and Rodelinda. Handel's operas are filled with da capo arias, such as Svegliatevi nel core. After composing Silete venti, he concentrated on opera and stopped writing cantatas. Scipio, from which the regimental slow march of the British Grenadier Guards is derived, was performed as a stopgap, waiting for the arrival of Faustina Bordoni. In 1727, Handel was commissioned to write four anthems for the Coronation ceremony of King George II. One of these, Zadok the Priest, has been played at every British coronation ceremony since. The words to Zadok the Priest are taken from the King James Bible. In 1728, John Gay's The Beggar's Opera, which made fun of the type of Italian opera Handel had popularised in London, premiered at Lincoln's Inn Fields Theatre and ran for 62 consecutive performances, the longest run in theatre history up to that time. After nine years the Royal Academy of Music ceased to function but Handel soon started a new company. The Queen's Theatre at the Haymarket (now Her Majesty's Theatre), established in 1705 by architect and playwright John Vanbrugh, quickly became an opera house. Between 1711 and 1739, more than 25 of Handel's operas premièred there. In 1729, Handel became joint manager of the theatre with John James Heidegger. Handel travelled to Italy to engage new singers and also composed seven more operas, among them the comic masterpiece Partenope and the "magic" opera Orlando. After two commercially successful English oratorios Esther and Deborah, he was able to invest again in the South Sea Company. Handel reworked his Acis and Galatea which then became his most successful work ever. Handel failed to compete with the Opera of the Nobility, who engaged musicians such as Johann Adolph Hasse, Nicolo Porpora and the famous castrato Farinelli. The strong support by Frederick, Prince of Wales caused conflicts in the royal family. In March 1734 Handel composed a wedding anthem This is the day which the Lord hath made, and a serenata Parnasso in Festa for Anne, Princess Royal. Despite the problems the Opera of the Nobility was causing him at the time, Handel's neighbour in Brook Street, Mary Delany, reported on a party she invited Handel to at her house on 12 April 1734 where he was in good spirits:I had Lady Rich and her daughter, Lady Cath. Hanmer and her husband, Mr. and Mrs. Percival, Sir John Stanley and my brother, Mrs. Donellan, Strada [star soprano of Handel's operas] and Mr. Coot. Lord Shaftesbury begged of Mr. Percival to bring him, and being a profess'd friend of Mr. Handel (who was here also) was admitted; I never was so well entertained at an opera! Mr. Handel was in the best humour in the world, and played lessons and accompanied Strada and all the ladies that sang from seven o'clock till eleven. I gave them tea and coffee, and about half an hour after nine had a salver brought in of chocolate, mulled white wine, and biscuits. Everybody was easy and seemed pleased. Opera at Covent Garden (1734–41) In 1733, the Earl of Essex received a letter with the following sentence: "Handel became so arbitrary a prince, that the Town murmurs." The board of chief investors expected Handel to retire when his contract ended, but Handel immediately looked for another theatre. In cooperation with John Rich he started his third company at Covent Garden Theatre. Rich was renowned for his spectacular productions. He suggested Handel use his small chorus and introduce the dancing of Marie Sallé, for whom Handel composed Terpsicore. In 1735, he introduced organ concertos between the acts. For the first time, Handel allowed Gioacchino Conti, who had no time to learn his part, to substitute arias. Financially, Ariodante was a failure, although he introduced ballet suites at the end of each act. Alcina, his last opera with a magic content, and Alexander's Feast or the Power of Music based on John Dryden's Alexander's Feast starred Anna Maria Strada del Pò and John Beard. Early 1737 he had produced Arminio and Giustino, completed Berenice, revived Partenope, and continued with Il Parnasso in Festa, Alexander's Feast, and the revised The Triumph of Time and Truth which premiered on March 23. In April Handel suffered a mild stroke, or rheumatic palsy, resulting in temporary paralysis in his right hand and arm. After brief signs of a recovery, he had a relapse in May, with an accompanying deterioration in his mental capacities. He had strong competition from John Frederick Lampe; The Dragon of Wantley was first performed at the Little Theatre in the Haymarket in London on May 16, 1737. It was a parody of the Italian opera seria. In Autumn 1737 the fatigued Handel reluctantly followed the advice of his physicians and went to take the cure in the spa towns of Royal Tunbridge Wells, Aix-la-Chapelle (Burtscheid) in September. All the symptoms of his "disorder" vanished by November. On Christmas Eve Handel finished the score of Faramondo, but its composition was interrupted by that of the Funeral Anthem for Queen Caroline. On Boxing Day he began the composition of Serse, the only comic opera that Handel ever wrote and worked with Elisabeth Duparc. The harp and organ concerto (HWV 294) and Alexander's Feast were published in 1738 by John Walsh. He composed music for a musical clock with a pipe organ built by Charles Clay; it was bought by Gerrit Braamcamp and was in 2016 acquired by the Museum Speelklok in Utrecht. Deidamia, his last opera, a co-production with the Earl of Holderness, was performed three times in 1741. Handel gave up the opera business, while he enjoyed more success with his English oratorios. Oratorio Il trionfo del tempo e del disinganno, an allegory, Handel's first oratorio was composed in Italy in 1707, followed by La resurrezione in 1708 which uses material from the Bible. The circumstances of Esther and its first performance, possibly in 1718, are obscure. Another 12 years had passed when an act of piracy caused him to take up Esther once again. Three earlier performances aroused such interest that they naturally prompted the idea of introducing it to a larger public. Next came Deborah, strongly coloured by the coronation anthems and Athaliah, his first English Oratorio. In these three oratorios Handel laid the foundation for the traditional use of the chorus which marks his later oratorios. Handel became sure of himself, broader in his presentation, and more diverse in his composition. It is evident how much he learned from Arcangelo Corelli about writing for instruments, and from Alessandro Scarlatti about writing for the solo voice; but there is no single composer who taught him how to write for chorus. Handel tended more and more to replace Italian soloists by English ones. The most significant reason for this change was the dwindling financial returns from his operas. Thus a tradition was created for oratorios which was to govern their future performance. The performances were given without costumes and action; the singers appeared in their own clothes. In 1736, Handel produced Alexander's Feast. John Beard appeared for the first time as one of Handel's principal singers and became Handel's permanent tenor soloist for the rest of Handel's life. The piece was a great success and it encouraged Handel to make the transition from writing Italian operas to English choral works. In Saul, Handel was collaborating with Charles Jennens and experimenting with three trombones, a carillon and extra-large military kettledrums (from the Tower of London), to be sure "...it will be most excessive noisy". Saul and Israel in Egypt both from 1739 head the list of great, mature oratorios, in which the da capo aria became the exception and not the rule. Israel in Egypt consists of little else but choruses, borrowing from the Funeral Anthem for Queen Caroline. In his next works, Handel changed his course. In these works he laid greater stress on the effects of orchestra and soloists; the chorus retired into the background. L'Allegro, il Penseroso ed il Moderato has a rather diverting character; the work is light and fresh. During the summer of 1741, The 3rd Duke of Devonshire invited Handel to Dublin, capital of the Kingdom of Ireland, to give concerts for the benefit of local hospitals. His Messiah was first performed at the New Music Hall in Fishamble Street on 13 April 1742, with 26 boys and five men from the combined choirs of St Patrick's and Christ Church cathedrals participating. Handel secured a balance between soloists and chorus which he never surpassed. In 1747, Handel wrote his oratorio Alexander Balus. This work was produced at Covent Garden Theatre in London, on 23 March 1748, and to the aria Hark! hark! He strikes the golden lyre, Handel wrote the accompaniment for mandolin, harp, violin, viola, and violoncello. Another of his English oratorios, Solomon, was first performed on 17 March 1749 at the Covent Garden Theatre. Solomon contains a short and lively instrumental passage for two oboes and strings in act 3, known as "The Arrival of the Queen of Sheba". The use of English soloists reached its height at the first performance of Samson. The work is highly theatrical. The role of the chorus became increasingly important in his later oratorios. Jephtha was first performed on 26 February 1752; even though it was his last oratorio, it was no less a masterpiece than his earlier works. Later years In 1749, Handel composed Music for the Royal Fireworks; 12,000 people attended the first performance. In 1750, he arranged a performance of Messiah to benefit the Foundling Hospital, a children's home in London. The performance was considered a great success and was followed by annual concerts that continued throughout his life. In recognition of his patronage, Handel was made a governor of the Hospital the day after his initial concert. He bequeathed a copy of Messiah to the institution upon his death. His involvement with the Foundling Hospital is today commemorated with a permanent exhibition in London's Foundling Museum, which also holds the Gerald Coke Handel Collection. In addition to the Foundling Hospital, Handel also gave to a charity that assisted impoverished musicians and their families. In August 1750, on a journey back from Germany to London, Handel was seriously injured in a carriage accident between The Hague and Haarlem in the Netherlands. In 1751, one eye started to fail. The cause was a cataract which was operated on by the great charlatan Chevalier Taylor. This did not improve his eyesight but possibly made it worse. He was completely blind by 1752. He died in 1759 at home in Brook Street, at age 74. The last performance he attended was of Messiah. Handel was buried in Westminster Abbey. More than three thousand mourners attended his funeral, which was given full state honours. Handel never married and kept his personal life private. His initial will bequeathed the bulk of his estate to his niece Johanna, however, four codicils distributed much of his estate to other relations, servants, friends and charities. Handel owned an art collection that was auctioned posthumously in 1760. The auction catalogue listed approximately seventy paintings and ten prints (other paintings were bequeathed). Works Overview Handel's compositions include 42 operas, 25 oratorios, more than 120 cantatas, trios and duets, numerous arias, odes and serenatas, solo and trio sonatas, 18 concerti grossi, and 12 organ concertos. His most famous work, the oratorio Messiah with its "Hallelujah" chorus, is among the most popular works in choral music and has become the centrepiece of the Christmas season. The Lobkowicz Palace in Prague holds Mozart's copy of Messiah, complete with handwritten annotations. Among the works with opus numbers published and popularised in his lifetime are the Organ concertos Op. 4 and Op. 7, together with the Opus 3 and Opus 6 Concerti grossi; the latter incorporates an earlier organ concerto The Cuckoo and the Nightingale in which birdsong is imitated in the upper registers of the organ. Also notable are his 16 keyboard suites, especially The Harmonious Blacksmith. Catalogues The first published catalogue of Handel's works appeared as an appendix to Mainwaring's Memoirs. Between 1787 and 1797 Samuel Arnold compiled a 180-volume collection of Handel's works—however, it was far from complete. Also incomplete was the collection produced between 1843 and 1858 by the English Handel Society (founded by Sir George Macfarren). The 105-volume Händel-Gesellschaft ("Handel Society") edition was published between 1858 and 1902 – mainly due to the efforts of Friedrich Chrysander. For modern performance, the realisation of the basso continuo reflects 19th-century practice. Vocal scores drawn from the edition were published by Novello in London, but some scores, such as the vocal score to Samson, are incomplete. The continuing Hallische Händel-Ausgabe edition was first inaugurated in 1955 in the Halle region in Saxony-Anhalt, Eastern Germany. It did not start as a critical edition, but after heavy criticism of the first volumes, which were performing editions without a critical apparatus (for example, the opera Serse was published with the title character recast as a tenor, reflecting pre-war German practice), it repositioned itself as a critical edition. Influenced in part by cold-war realities, editorial work was inconsistent: misprints are found in abundance and editors failed to consult important sources. In 1985, a committee was formed to establish better standards for the edition. The unification of Germany in 1990 removed communication problems, and the volumes issued have since shown a significant improvement in standards. Between 1978 and 1986 the German academic Bernd Baselt catalogued Handel's works in his Händel-Werke-Verzeichnis publication. The catalogue has achieved wide acceptance and is used as the modern numbering system, with each of Handel's works designated an "HWV" number, for example Messiah is catalogued as "HWV 56". Legacy Handel's works were collected and preserved by two men: Sir Samuel Hellier, a country squire whose musical acquisitions form the nucleus of the Shaw-Hellier Collection, and the abolitionist Granville Sharp. The catalogue accompanying the National Portrait Gallery exhibition marking the tercentenary of the composer's birth calls them two men of the late eighteenth century "who have left us solid evidence of the means by which they indulged their enthusiasm". With his English oratorios, such as Messiah and Solomon, the coronation anthems, and other works including Water Music and Music for the Royal Fireworks, Handel became a national icon in Britain, and featured in the BBC series, The Birth of British Music: Handel – The Conquering Hero. After his death, Handel's Italian operas fell into obscurity, except for selections such as the aria from Serse, "Ombra mai fu". The oratorios continued to be performed but not long after Handel's death they were thought to need some modernisation, and Mozart orchestrated German versions of Messiah and other works. Throughout the 19th century and first half of the 20th century, particularly in the Anglophone countries, his reputation rested primarily on his English oratorios, which were customarily performed by choruses of amateur singers on solemn occasions. The centenary of his death, in 1859, was celebrated by a performance of Messiah at The Crystal Palace, involving 2,765 singers and 460 instrumentalists, who played for an audience of about 10,000 people. Recent decades have revived his secular cantatas and what one might call 'secular oratorios' or 'concert operas'. Of the former, Ode for St. Cecilia's Day (1739) (set to texts by John Dryden) and Ode for the Birthday of Queen Anne (1713) are noteworthy. For his secular oratorios, Handel turned to classical mythology for subjects, producing such works as Acis and Galatea (1719), Hercules (1745) and Semele (1744). These works have a close kinship with the sacred oratorios, particularly in the vocal writing for the English-language texts. They also share the lyrical and dramatic qualities of Handel's Italian operas. As such, they are sometimes fully staged as operas. With the rediscovery of his theatrical works, Handel, in addition to his renown as instrumentalist, orchestral writer, and melodist, is now perceived as being one of opera's great musical dramatists. The original form of his name, Georg Friedrich Händel, is generally used in Germany and elsewhere, but he is known as "Haendel" in France. A different composer, Jacob Handl or Händl (1550–1591) is usually known by the Latin form Jacobus Gallus that appears in his publications. Reception Handel has generally been accorded high esteem by fellow composers, both in his own time and since. Johann Sebastian Bach attempted, unsuccessfully, to meet Handel while he was visiting Halle. (Handel was born in the same year as Bach and Domenico Scarlatti.) Mozart is reputed to have said of him, "Handel understands affect better than any of us. When he chooses, he strikes like a thunder bolt." To Beethoven he was "the master of us all... the greatest composer that ever lived. I would uncover my head and kneel before his tomb." Beethoven emphasised above all the simplicity and popular appeal of Handel's music when he said, "Go to him to learn how to achieve great effects, by such simple means." Borrowings Since 1831, when William Crotch raised the issue in his Substance of Several Lectures on Music, scholars have extensively studied Handel's "borrowing" of music from other composers. Summarising the field in 2005, Richard Taruskin wrote that Handel "seems to have been the champion of all parodists, adapting both his own works and those of other composers in unparalleled numbers and with unparalleled exactitude." Among the composers whose music has been shown to have been re-used by Handel are Alessandro Stradella, Gottlieb Muffat, Alessandro Scarlatti, Domenico Scarlatti Giacomo Carissimi, Georg Philipp Telemann, Carl Heinrich Graun, Leonardo Vinci, Jacobus Gallus, Francesco Antonio Urio, Reinhard Keiser, Francesco Gasparini, Giovanni Bononcini, William Boyce, Henry Lawes, Michael Wise, Agostino Steffani, Franz Johann Habermann, and numerous others. In an essay published in 1985, John H. Roberts demonstrated that Handel's borrowings were unusually frequent even for his own era, enough to have been criticised by contemporaries (notably Johann Mattheson); Roberts suggested several reasons for Handel's practice, including Handel's attempts to make certain works sound more up-to-date and more radically, his "basic lack of facility in inventing original ideas" – though Roberts took care to argue that this does not "diminish Handel's stature", which should be "judged not by his methods, still less by his motives in employing them, but solely by the effects he achieves." Homages After Handel's death, many composers wrote works based on or inspired by his music. The first movement from Louis Spohr's Symphony No. 6, Op. 116, "The Age of Bach and Handel", resembles two melodies from Handel's Messiah. In 1797, Ludwig van Beethoven published the 12 Variations in G major on "See the conqu’ring hero comes" from Judas Maccabaeus by Handel, for cello and piano. In 1822, Beethoven composed the overture The Consecration of the House, which also bears the influence of Handel. Guitar virtuoso Mauro Giuliani composed his Variations on a Theme by Handel, Op. 107 for guitar, based on Handel's Suite No. 5 in E major, HWV 430, for harpsichord. In 1861, using a theme from the second of Handel's harpsichord suites, Johannes Brahms wrote the Variations and Fugue on a Theme by Handel, Op. 24, one of his most successful works (praised by Richard Wagner). Several works by the French composer Félix-Alexandre Guilmant use Handel's themes, for example his March on a Theme by Handel uses a theme from Messiah. French composer and flautist Philippe Gaubert wrote his Petite marche for flute and piano based on the fourth movement of Handel's Trio Sonata, Op. 5, No. 2, HWV 397. Argentine composer Luis Gianneo composed his Variations on a Theme by Handel for piano. In 1911, Australian-born composer and pianist Percy Grainger based one of his most famous works on the final movement of Handel's Suite No. 5 in E major (just like Giuliani). He first wrote some variations on the theme, which he titled Variations on Handel's 'The Harmonious Blacksmith' . Then he used the first sixteen bars of his set of variations to create Handel in the Strand, one of his most beloved pieces, of which he made several versions (for example, the piano solo version from 1930). Arnold Schoenberg's Concerto for String Quartet and Orchestra in B-flat major (1933) was composed after Handel's Concerto Grosso, Op. 6/7.<ref>Auner Joseph H. (1996), "Schoenberg's Handel Concerto and the Ruins of Tradition", Journal of the American Musicological Society', and also Robert Schumann tried to compose an additional piece for a theme of Handel in his Album for the Young. 49: 264–313</ref> Veneration Handel is honoured with a feast day on 28 July in the liturgical calendar of the Episcopal Church, with Johann Sebastian Bach and Henry Purcell. In the Lutheran Calendar of Saints Handel and Bach share that date with Heinrich Schütz, and Handel and Bach are commemorated in the calendar of saints prepared by the Order of Saint Luke for the use of the United Methodist Church. The Book of Common Worship of the Presbyterian Church (USA) (Westminster John Knox Press, 2018) commemorates him on 20 April. Fictional depictions In 1942, Handel was the subject of the British biopic The Great Mr. Handel directed by Norman Walker and starring Wilfrid Lawson. It was made at Denham Studios by the Rank Organisation, and shot in Technicolor. He is also the central character in the television films God Rot Tunbridge Wells! (1985) and Handel's Last Chance (1996) and the stage play All the Angels (2015). Handel was portrayed by Jeroen Krabbé as the antagonist in the film Farinelli (1994). See also Handel Reference Database Letters and writings of George Frideric Handel Publications by Friedrich Chrysander Valentine Snow Drexel 5856 Notes, references and sources Notes References Sources Consisting of three volumes (separately hosted online by zeno.org): Buch 1: Jugendzeit und Lehrjahre in Deutschland (1685–1706); Buch 2: Die große Wanderung (1707–1720). Leopold, Silke. Bärenreiter 2009, Meynell, Hugo. The Art of Handel's Operas, The Edwin Mellen Press (1986) Further reading Buch 3: Zwanzig Jahre bei der italienischen Oper in London. Buch 4: Übergang zum Oratorium. External links Handel Reference Database Handel Houses: Händel-Haus in Halle, Saxony-Anhalt, Handel's birthplace The Handel House Museum Handel's home in London Scores and recordings : includes Complete Works Edition ('') The Mutopia Project provides free downloading of sheet music and MIDI files for some of Handel's works. Digitized images of Old English Songs, containing works by Handel, housed at the University of Kentucky Libraries Special Collections George Frideric Handel cylinder recordings, from the UCSB Cylinder Audio Archive at the University of California, Santa Barbara Library. Kunst der Fuge: George Frideric Handel – MIDI files 1685 births 1759 deaths 18th-century British composers 18th-century German composers 18th-century German male musicians 18th-century keyboardists Classical composers of church music Composers for harpsichord Composers for pipe organ English Baroque composers English opera composers British male organists German male organists German Baroque composers German opera composers Oratorio composers Organ improvisers Members of the Royal Society of Musicians Burials at Westminster Abbey People from Halle (Saale) People from the Duchy of Magdeburg German emigrants to England German emigrants to the Kingdom of Great Britain Naturalised subjects of the Kingdom of Great Britain German duellists
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The Gopher protocol is a communication protocol designed for distributing, searching, and retrieving documents in Internet Protocol networks. The design of the Gopher protocol and user interface is menu-driven, and presented an alternative to the World Wide Web in its early stages, but ultimately fell into disfavor, yielding to HTTP. The Gopher ecosystem is often regarded as the effective predecessor of the World Wide Web. The protocol was invented by a team led by Mark P. McCahill at the University of Minnesota. It offers some features not natively supported by the Web and imposes a much stronger hierarchy on the documents it stores. Its text menu interface is well-suited to computing environments that rely heavily on remote text-oriented computer terminals, which were still common at the time of its creation in 1991, and the simplicity of its protocol facilitated a wide variety of client implementations. More recent Gopher revisions and graphical clients added support for multimedia. Gopher's hierarchical structure provided a platform for the first large-scale electronic library connections. The Gopher protocol is still in use by enthusiasts, and although it has been almost entirely supplanted by the Web, a small population of actively-maintained servers remains. Origins Gopher system was released in mid-1991 by Mark P. McCahill, Farhad Anklesaria, Paul Lindner, Daniel Torrey, and Bob Alberti of the University of Minnesota in the United States. Its central goals were, as stated in : A file-like hierarchical arrangement that would be familiar to users. A simple syntax. A system that can be created quickly and inexpensively. Extensibility of the file system metaphor; allowing addition of searches for example. Gopher combines document hierarchies with collections of services, including WAIS, the Archie and Veronica search engines, and gateways to other information systems such as File Transfer Protocol (FTP) and Usenet. The general interest in campus-wide information systems (CWISs) in higher education at the time, and the ease of setup of Gopher servers to create an instant CWIS with links to other sites' online directories and resources were the factors contributing to Gopher's rapid adoption. The name was coined by Anklesaria as a play on several meanings of the word "gopher". The University of Minnesota mascot is the gopher, a gofer is an assistant who "goes for" things, and a gopher burrows through the ground to reach a desired location. Decline The World Wide Web was in its infancy in 1991, and Gopher services quickly became established. By the late 1990s, Gopher had ceased expanding. Several factors contributed to Gopher's stagnation: In February 1993, the University of Minnesota announced that it would charge licensing fees for the use of its implementation of the Gopher server. Users became concerned that fees might also be charged for independent implementations. Gopher expansion stagnated, to the advantage of the World Wide Web, to which CERN disclaimed ownership. In September 2000, the University of Minnesota re-licensed its Gopher software under the GNU General Public License. Gopher client functionality was quickly duplicated by the early Mosaic web browser, which subsumed its protocol. Gopher has a more rigid structure than the free-form HTML of the Web. Every Gopher document has a defined format and type, and the typical user navigates through a single server-defined menu system to get to a particular document. This can be quite different from the way a user finds documents on the Web. Gopher remains in active use by its enthusiasts, and there have been attempts to revive Gopher on modern platforms and mobile devices. One attempt is The Overbite Project, which hosts various browser extensions and modern clients. Server census , there remained about 160 gopher servers indexed by Veronica-2, reflecting a slow growth from 2007 when there were fewer than 100. They are typically infrequently updated. On these servers Veronica indexed approximately 2.5 million unique selectors. A handful of new servers were being set up every year by hobbyists with over 50 having been set up and added to Floodgap's list since 1999. A snapshot of Gopherspace in 2007 circulated on BitTorrent and was still available in 2010. Due to the simplicity of the Gopher protocol, setting up new servers or adding Gopher support to browsers is often done in a tongue-in-cheek manner, principally on April Fools' Day. In November 2014 Veronica indexed 144 gopher servers, reflecting a small drop from 2012, but within these servers Veronica indexed approximately 3 million unique selectors. In March 2016 Veronica indexed 135 gopher servers, within which it indexed approximately 4 million unique selectors. In March 2017 Veronica indexed 133 gopher servers, within which it indexed approximately 4.9 million unique selectors. In May 2018 Veronica indexed 260 gopher servers, within which it indexed approximately 3.7 million unique selectors. In May 2019 Veronica indexed 320 gopher servers, within which it indexed approximately 4.2 million unique selectors. In January 2020 Veronica indexed 395 gopher servers, within which it indexed approximately 4.5 million unique selectors. In February 2021 Veronica indexed 361 gopher servers, within which it indexed approximately 6 million unique selectors. In February 2022 Veronica indexed 325 gopher servers, within which it indexed approximately 5 million unique selectors. Technical details The conceptualization of knowledge in "Gopher space" or a "cloud" as specific information in a particular file, and the prominence of the FTP, influenced the technology and the resulting functionality of Gopher. Gopher characteristics Gopher is designed to function and to appear much like a mountable read-only global network file system (and software, such as gopherfs, is available that can actually mount a Gopher server as a FUSE resource). At a minimum, whatever can be done with data files on a CD-ROM, can be done on Gopher. A Gopher system consists of a series of hierarchical hyperlinkable menus. The choice of menu items and titles is controlled by the administrator of the server. Similar to a file on a Web server, a file on a Gopher server can be linked to as a menu item from any other Gopher server. Many servers take advantage of this inter-server linking to provide a directory of other servers that the user can access. Protocol The Gopher protocol was first described in . IANA has assigned TCP port 70 to the Gopher protocol. The protocol is simple to negotiate, making it possible to browse without using a client. User request First, the client establishes a TCP connection with the server on port 70, the standard gopher port. The client then sends a string followed by a carriage return followed by a line feed (a "CR + LF" sequence). This is the selector, which identifies the document to be retrieved. If the item selector were an empty line, the default directory would be selected. Server response The server then replies with the requested item and closes the connection. According to the protocol, before the connection is closed, the server should send a full-stop (i.e., a period character) on a line by itself. However, not all servers conform to this part of the protocol and the server may close the connection without returning the final full-stop. The main type of reply from the server is a text or binary resource. Alternatively, the resource can be a menu: a form of structured text resource providing references to other resources. Because of the simplicity of the Gopher protocol, tools such as netcat make it possible to download Gopher content easily from the command line: echo jacks/jack.exe | nc gopher.example.org 70 > jack.exe The protocol is also supported by cURL as of 7.21.2-DEV. Search request The selector string in the request can optionally be followed by a tab character and a search string. This is used by item type 7. Source code of a menu Gopher menu items are defined by lines of tab-separated values in a text file. This file is sometimes called a gophermap. As the source code to a gopher menu, a gophermap is roughly analogous to an HTML file for a web page. Each tab-separated line (called a selector line) gives the client software a description of the menu item: what it is, what it's called, and where it leads. The client displays the menu items in the order that they appear in the gophermap. The first character in a selector line indicates the item type, which tells the client what kind of file or protocol the menu item points to. This helps the client decide what to do with it. Gopher's item types are a more basic precursor to the media type system used by the Web and email attachments. The item type is followed by the user display string (a description or label that represents the item in the menu); the selector (a path or other string for the resource on the server); the hostname (the domain name or IP address of the server), and the network port. All lines in a gopher menu are terminated by "CR + LF". For example: The following selector line generates a link to the "/home" directory at the subdomain gopher.floodgap.com, on port 70. The item type of indicates that the resource is a Gopher menu. The string "Floodgap Home" is what the user sees in the menu. 1Floodgap Home /home gopher.floodgap.com 70 Item types In a Gopher menu's source code, a one-character code indicates what kind of content the client should expect. This code may either be a digit or a letter of the alphabet; letters are case-sensitive. The technical specification for Gopher, , defines 14 item types. The later gopher+ specification defined an additional 3 types. A one-character code indicates what kind of content the client should expect. Item type is an error code for exception handling. Gopher client authors improvised item types (HTML), (informational message), and (sound file) after the publication of RFC 1436. Browsers like Netscape Navigator and early versions of Microsoft Internet Explorer would prepend the item type code to the selector as described in , so that the type of the gopher item could be determined by the url itself. Most gopher browsers still available, use these prefixes in their urls. Here is an example gopher session where the user requires a gopher menu ( on the first line): /Reference 1CIA World Factbook /Archives/mirrors/textfiles.com/politics/CIA gopher.quux.org 70 0Jargon 4.2.0 /Reference/Jargon 4.2.0 gopher.quux.org 70 + 1Online Libraries /Reference/Online Libraries gopher.quux.org 70 + 1RFCs: Internet Standards /Computers/Standards and Specs/RFC gopher.quux.org 70 1U.S. Gazetteer /Reference/U.S. Gazetteer gopher.quux.org 70 + iThis file contains information on United States fake (NULL) 0 icities, counties, and geographical areas. It has fake (NULL) 0 ilatitude/longitude, population, land and water area, fake (NULL) 0 iand ZIP codes. fake (NULL) 0 i fake (NULL) 0 iTo search for a city, enter the city's name. To search fake (NULL) 0 ifor a county, use the name plus County -- for instance, fake (NULL) 0 iDallas County. fake (NULL) 0 The gopher menu sent back from the server, is a sequence of lines each of which describes an item that can be retrieved. Most clients will display these as hypertext links, and so allow the user to navigate through gopherspace by following the links. This menu includes a text resource (itemtype on the third line), multiple links to submenus (itemtype , on the second line as well as lines 4-6) and a non-standard information message (from line 7 on), broken down to multiple lines by providing dummy values for selector, host and port. Web links Historically, to create a link to a Web server, "GET /" was used as a pseudo-selector to emulate an HTTP GET request. John Goerzen created an addition to the Gopher protocol, commonly referred to as "URL links", that allows links to any protocol that supports URLs. For example, to create a link to http://gopher.quux.org/, the item type is , the display string is the title of the link, the item selector is "URL:http://gopher.quux.org/", and the domain and port are that of the originating Gopher server (so that clients that do not support URL links will query the server and receive an HTML redirection page). Related technology Gopher+ Gopher+ is a forward compatible enhancement to the Gopher protocol. Gopher+ works by sending metadata between the client and the server. The enhancement was never widely adopted by Gopher servers. How it works The client sends a tab followed by a +. A Gopher+ server will respond with a status line followed by the content the client requested. An item is marked as supporting Gopher+ in the Gopher directory listing by a tab + after the port (this is the case of some of the items in the example above). Other features Other features of Gopher+ include: Item attributes, which can include the items Administrator Last date of modification Different views of the file, like PostScript or plain text, or different languages Abstract, or description of the item Interactive queries Search Engines Veronica The master Gopherspace search engine is Veronica. Veronica offers a keyword search of all the public Internet Gopher server menu titles. A Veronica search produces a menu of Gopher items, each of which is a direct pointer to a Gopher data source. Individual Gopher servers may also use localized search engines specific to their content such as Jughead and Jugtail. Jugtail Jugtail (formerly Jughead) is a search engine system for the Gopher protocol. It is distinct from Veronica in that it searches a single server at a time. GopherVR GopherVR is a 3D virtual reality variant of the original Gopher system. Client software Gopher clients These are clients, libraries, and utilities primarily designed to access gopher resources. Web clients Web clients are browsers, libraries, and utilities primarily designed to access world wide web resources, but which maintain gopher support. Browsers that do not natively support Gopher can still access servers using one of the available Gopher to HTTP gateways. Gopher support was disabled in Internet Explorer versions 5.x and 6 for Windows in August 2002 by a patch meant to fix a security vulnerability in the browser's Gopher protocol handler to reduce the attack surface which was included in IE6 SP1; however, it can be re-enabled by editing the Windows registry. In Internet Explorer 7, Gopher support was removed on the WinINET level. Gopher browser extensions For Mozilla Firefox and SeaMonkey, Overbite extensions extend Gopher browsing and support the current versions of the browsers (Firefox Quantum v ≥57 and equivalent versions of SeaMonkey): OverbiteWX redirects gopher:// URLs to a proxy; OverbiteNX adds native-like support; for Firefox up to 56.*, and equivalent versions of SeaMonkey, OverbiteFF adds native-like support, but it is no longer maintained OverbiteWX includes support for accessing Gopher servers not on port 70 using a whitelist and for CSO/ph queries. OverbiteFF always uses port 70. For Chromium and Google Chrome, Burrow is available. It redirects gopher:// URLs to a proxy. In the past an Overbite proxy-based extension for these browsers was available but is no longer maintained and does not work with the current (>23) releases. For Konqueror, Kio gopher is available. Gopher over HTTP gateways Users of Web browsers that have incomplete or no support for Gopher can access content on Gopher servers via a server gateway or proxy server that converts Gopher menus into HTML; known proxies are the Floodgap Public Gopher proxy and Gopher Proxy. Similarly, certain server packages such as GN and PyGopherd have built-in Gopher to HTTP interfaces. Squid Proxy software gateways any gopher:// URL to HTTP content, enabling any browser or web agent to access gopher content easily. Gopher clients for mobile devices Some have suggested that the bandwidth-sparing simple interface of Gopher would be a good match for mobile phones and personal digital assistants (PDAs), but so far, mobile adaptations of HTML and XML and other simplified content have proven more popular. The PyGopherd server provides a built-in WML front-end to Gopher sites served with it. The early 2010s saw a renewed interest in native Gopher clients for popular smartphones: Overbite, an open source client for Android 1.5+ was released in alpha stage in 2010. PocketGopher was also released in 2010, along with its source code, for several Java ME compatible devices. Gopher Client was released in 2016 as a proprietary client for iPhone and iPad devices and is currently maintained. Other Gopher clients Gopher popularity was at its height at a time when there were still many equally competing computer architectures and operating systems. As a result, there are several Gopher clients available for Acorn RISC OS, AmigaOS, Atari MiNT, CMS, DOS, classic Mac OS, MVS, NeXT, OS/2 Warp, most UNIX-like operating systems, VMS, Windows 3.x, and Windows 9x. GopherVR was a client designed for 3D visualization, and there is even a Gopher client in MOO. The majority of these clients are hard-coded to work on TCP port 70. Server software Because the protocol is trivial to implement in a basic fashion, there are many server packages still available, and some are still maintained. See also References External links List of public Gopher servers (Gopher link) (proxied link) An announcement of Gopher on the Usenet 8 October 1991 Why is Gopher Still Relevant? — a position statement on Gopher's survival The Web may have won, but Gopher tunnels on — an article published by the technology discussion site Ars Technica about the Gopher community of enthusiasts as of 5 November 2009 History of Gopher — Article in MinnPost Gopherpedia — Gopher interface for Wikipedia (Gopher link) (proxied link, by another proxy) Mark McCahill and Farhad Anklesaria – gopher inventors – explain the evolution of gopher: part 1, part 2 Proposed Gopher+ Specification (gopher link) History of the Internet Internet Standards University of Minnesota software URI schemes
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The Global System for Mobile Communications (GSM) is a standard developed by the European Telecommunications Standards Institute (ETSI) to describe the protocols for second-generation (2G) digital cellular networks used by mobile devices such as mobile phones and tablets. It was first deployed in Finland in December 1991. By the mid-2010s, it became a global standard for mobile communications achieving over 90% market share, and operating in over 193 countries and territories. 2G networks developed as a replacement for first generation (1G) analog cellular networks. The GSM standard originally described a digital, circuit-switched network optimized for full duplex voice telephony. This expanded over time to include data communications, first by circuit-switched transport, then by packet data transport via General Packet Radio Service (GPRS), and Enhanced Data Rates for GSM Evolution (EDGE). Subsequently, the 3GPP developed third-generation (3G) UMTS standards, followed by the fourth-generation (4G) LTE Advanced and the fifth-generation 5G standards, which do not form part of the ETSI GSM standard. "GSM" is a trade mark owned by the GSM Association. It may also refer to the (initially) most common voice codec used, Full Rate. As a result of the network's widespread use across Europe, the acronym "GSM" was briefly used as a generic term for mobile phones in France, the Netherlands and in Belgium. A great number of people in Belgium still use it to date. Many carriers (like Verizon) will shutdown GSM and CDMA in 2022. History Initial development for GSM by Europeans In 1983, work began to develop a European standard for digital cellular voice telecommunications when the European Conference of Postal and Telecommunications Administrations (CEPT) set up the Groupe Spécial Mobile (GSM) committee and later provided a permanent technical-support group based in Paris. Five years later, in 1987, 15 representatives from 13 European countries signed a memorandum of understanding in Copenhagen to develop and deploy a common cellular telephone system across Europe, and EU rules were passed to make GSM a mandatory standard. The decision to develop a continental standard eventually resulted in a unified, open, standard-based network which was larger than that in the United States. In February 1987 Europe produced the first agreed GSM Technical Specification. Ministers from the four big EU countries cemented their political support for GSM with the Bonn Declaration on Global Information Networks in May and the GSM MoU was tabled for signature in September. The MoU drew in mobile operators from across Europe to pledge to invest in new GSM networks to an ambitious common date. In this short 38-week period the whole of Europe (countries and industries) had been brought behind GSM in a rare unity and speed guided by four public officials: Armin Silberhorn (Germany), Stephen Temple (UK), Philippe Dupuis (France), and Renzo Failli (Italy). In 1989 the Groupe Spécial Mobile committee was transferred from CEPT to the European Telecommunications Standards Institute (ETSI). The IEEE/RSE awarded to Thomas Haug and Philippe Dupuis the 2018 James Clerk Maxwell medal for their "leadership in the development of the first international mobile communications standard with subsequent evolution into worldwide smartphone data communication". The GSM (2G) has evolved into 3G, 4G and 5G. First networks In parallel France and Germany signed a joint development agreement in 1984 and were joined by Italy and the UK in 1986. In 1986, the European Commission proposed reserving the 900 MHz spectrum band for GSM. The former Finnish prime minister Harri Holkeri made the world's first GSM call on 1 July 1991, calling Kaarina Suonio (deputy mayor of the city of Tampere) using a network built by Nokia and Siemens and operated by Radiolinja. The following year saw the sending of the first short messaging service (SMS or "text message") message, and Vodafone UK and Telecom Finland signed the first international roaming agreement. Enhancements Work began in 1991 to expand the GSM standard to the 1800 MHz frequency band and the first 1800 MHz network became operational in the UK by 1993, called and DCS 1800. Also that year, Telecom Australia became the first network operator to deploy a GSM network outside Europe and the first practical hand-held GSM mobile phone became available. In 1995 fax, data and SMS messaging services were launched commercially, the first 1900 MHz GSM network became operational in the United States and GSM subscribers worldwide exceeded 10 million. In the same year, the GSM Association formed. Pre-paid GSM SIM cards were launched in 1996 and worldwide GSM subscribers passed 100 million in 1998. In 2000 the first commercial GPRS services were launched and the first GPRS-compatible handsets became available for sale. In 2001, the first UMTS (W-CDMA) network was launched, a 3G technology that is not part of GSM. Worldwide GSM subscribers exceeded 500 million. In 2002, the first Multimedia Messaging Service (MMS) was introduced and the first GSM network in the 800 MHz frequency band became operational. EDGE services first became operational in a network in 2003, and the number of worldwide GSM subscribers exceeded 1 billion in 2004. By 2005 GSM networks accounted for more than 75% of the worldwide cellular network market, serving 1.5 billion subscribers. In 2005, the first HSDPA-capable network also became operational. The first HSUPA network launched in 2007. (High-Speed Packet Access (HSPA) and its uplink and downlink versions are 3G technologies, not part of GSM.) Worldwide GSM subscribers exceeded three billion in 2008. Adoption The GSM Association estimated in 2011 that technologies defined in the GSM standard served 80% of the mobile market, encompassing more than 5 billion people across more than 212 countries and territories, making GSM the most ubiquitous of the many standards for cellular networks. GSM is a second-generation (2G) standard employing time-division multiple-access (TDMA) spectrum-sharing, issued by the European Telecommunications Standards Institute (ETSI). The GSM standard does not include the 3G Universal Mobile Telecommunications System (UMTS), code-division multiple access (CDMA) technology, nor the 4G LTE orthogonal frequency-division multiple access (OFDMA) technology standards issued by the 3GPP. GSM, for the first time, set a common standard for Europe for wireless networks. It was also adopted by many countries outside Europe. This allowed subscribers to use other GSM networks that have roaming agreements with each other. The common standard reduced research and development costs, since hardware and software could be sold with only minor adaptations for the local market. Discontinuation Telstra in Australia shut down its 2G GSM network on 1 December 2016, the first mobile network operator to decommission a GSM network. The second mobile provider to shut down its GSM network (on 1 January 2017) was AT&T Mobility from the United States. Optus in Australia completed the shut down of its 2G GSM network on 1 August 2017, part of the Optus GSM network covering Western Australia and the Northern Territory had earlier in the year been shut down in April 2017. Singapore shut down 2G services entirely in April 2017. Technical details Network structure The network is structured into several discrete sections: Base station subsystem – the base stations and their controllers Network and Switching Subsystem – the part of the network most similar to a fixed network, sometimes just called the "core network" GPRS Core Network – the optional part which allows packet-based Internet connections Operations support system (OSS) – network maintenance Base-station subsystem GSM utilizes a cellular network, meaning that cell phones connect to it by searching for cells in the immediate vicinity. There are five different cell sizes in a GSM network: macro micro pico femto, and umbrella cells The coverage area of each cell varies according to the implementation environment. Macro cells can be regarded as cells where the base-station antenna is installed on a mast or a building above average rooftop level. Micro cells are cells whose antenna height is under average rooftop level; they are typically deployed in urban areas. Picocells are small cells whose coverage diameter is a few dozen meters; they are mainly used indoors. Femtocells are cells designed for use in residential or small-business environments and connect to a telecommunications service provider's network via a broadband-internet connection. Umbrella cells are used to cover shadowed regions of smaller cells and to fill in gaps in coverage between those cells. Cell horizontal radius varies – depending on antenna height, antenna gain, and propagation conditions – from a couple of hundred meters to several tens of kilometers. The longest distance the GSM specification supports in practical use is . There are also several implementations of the concept of an extended cell, where the cell radius could be double or even more, depending on the antenna system, the type of terrain, and the timing advance. GSM supports indoor coverage – achievable by using an indoor picocell base station, or an indoor repeater with distributed indoor antennas fed through power splitters – to deliver the radio signals from an antenna outdoors to the separate indoor distributed antenna system. Picocells are typically deployed when significant call capacity is needed indoors, as in shopping centers or airports. However, this is not a prerequisite, since indoor coverage is also provided by in-building penetration of radio signals from any nearby cell. GSM carrier frequencies GSM networks operate in a number of different carrier frequency ranges (separated into GSM frequency ranges for 2G and UMTS frequency bands for 3G), with most 2G GSM networks operating in the 900 MHz or 1800 MHz bands. Where these bands were already allocated, the 850 MHz and 1900 MHz bands were used instead (for example in Canada and the United States). In rare cases the 400 and 450 MHz frequency bands are assigned in some countries because they were previously used for first-generation systems. For comparison, most 3G networks in Europe operate in the 2100 MHz frequency band. For more information on worldwide GSM frequency usage, see GSM frequency bands. Regardless of the frequency selected by an operator, it is divided into timeslots for individual phones. This allows eight full-rate or sixteen half-rate speech channels per radio frequency. These eight radio timeslots (or burst periods) are grouped into a TDMA frame. Half-rate channels use alternate frames in the same timeslot. The channel data rate for all is and the frame duration is The transmission power in the handset is limited to a maximum of 2 watts in and in . Voice codecs GSM has used a variety of voice codecs to squeeze 3.1 kHz audio into between 7 and 13 kbit/s. Originally, two codecs, named after the types of data channel they were allocated, were used, called Half Rate (6.5 kbit/s) and Full Rate (13 kbit/s). These used a system based on linear predictive coding (LPC). In addition to being efficient with bitrates, these codecs also made it easier to identify more important parts of the audio, allowing the air interface layer to prioritize and better protect these parts of the signal. GSM was further enhanced in 1997 with the enhanced full rate (EFR) codec, a 12.2 kbit/s codec that uses a full-rate channel. Finally, with the development of UMTS, EFR was refactored into a variable-rate codec called AMR-Narrowband, which is high quality and robust against interference when used on full-rate channels, or less robust but still relatively high quality when used in good radio conditions on half-rate channel. Subscriber Identity Module (SIM) One of the key features of GSM is the Subscriber Identity Module, commonly known as a SIM card. The SIM is a detachable smart card containing the user's subscription information and phone book. This allows the user to retain their information after switching handsets. Alternatively, the user can change operators while retaining the handset simply by changing the SIM. Phone locking Sometimes mobile network operators restrict handsets that they sell for exclusive use in their own network. This is called SIM locking and is implemented by a software feature of the phone. A subscriber may usually contact the provider to remove the lock for a fee, utilize private services to remove the lock, or use software and websites to unlock the handset themselves. It is possible to hack past a phone locked by a network operator. In some countries and regions (e.g., Bangladesh, Belgium, Brazil, Canada, Chile, Germany, Hong Kong, India, Iran, Lebanon, Malaysia, Nepal, Norway, Pakistan, Poland, Singapore, South Africa, Sri Lanka, Thailand) all phones are sold unlocked due to the abundance of dual SIM handsets and operators. GSM security GSM was intended to be a secure wireless system. It has considered the user authentication using a pre-shared key and challenge-response, and over-the-air encryption. However, GSM is vulnerable to different types of attack, each of them aimed at a different part of the network. The development of UMTS introduced an optional Universal Subscriber Identity Module (USIM), that uses a longer authentication key to give greater security, as well as mutually authenticating the network and the user, whereas GSM only authenticates the user to the network (and not vice versa). The security model therefore offers confidentiality and authentication, but limited authorization capabilities, and no non-repudiation. GSM uses several cryptographic algorithms for security. The A5/1, A5/2, and A5/3 stream ciphers are used for ensuring over-the-air voice privacy. A5/1 was developed first and is a stronger algorithm used within Europe and the United States; A5/2 is weaker and used in other countries. Serious weaknesses have been found in both algorithms: it is possible to break A5/2 in real-time with a ciphertext-only attack, and in January 2007, The Hacker's Choice started the A5/1 cracking project with plans to use FPGAs that allow A5/1 to be broken with a rainbow table attack. The system supports multiple algorithms so operators may replace that cipher with a stronger one. Since 2000, different efforts have been made in order to crack the A5 encryption algorithms. Both A5/1 and A5/2 algorithms have been broken, and their cryptanalysis has been revealed in the literature. As an example, Karsten Nohl developed a number of rainbow tables (static values which reduce the time needed to carry out an attack) and have found new sources for known plaintext attacks. He said that it is possible to build "a full GSM interceptor...from open-source components" but that they had not done so because of legal concerns. Nohl claimed that he was able to intercept voice and text conversations by impersonating another user to listen to voicemail, make calls, or send text messages using a seven-year-old Motorola cellphone and decryption software available for free online. GSM uses General Packet Radio Service (GPRS) for data transmissions like browsing the web. The most commonly deployed GPRS ciphers were publicly broken in 2011. The researchers revealed flaws in the commonly used GEA/1 and GEA/2 (standing for GPRS Encryption Algorithms 1 and 2) ciphers and published the open-source "gprsdecode" software for sniffing GPRS networks. They also noted that some carriers do not encrypt the data (i.e., using GEA/0) in order to detect the use of traffic or protocols they do not like (e.g., Skype), leaving customers unprotected. GEA/3 seems to remain relatively hard to break and is said to be in use on some more modern networks. If used with USIM to prevent connections to fake base stations and downgrade attacks, users will be protected in the medium term, though migration to 128-bit GEA/4 is still recommended. The first public cryptanalysis of GEA/1 and GEA/2 (also written GEA-1 and GEA-2) was done in 2021. It concluded that although using a 64-bit key, the GEA-1 algorithm actually provides only 40 bits of security, due to a relationship between two parts of the algorithm. The researchers found that this relationship was very unlikely to have happened if it wasn't intentional. This may have been done in order to satisfy European controls on export of cryptographic programs. Standards information The GSM systems and services are described in a set of standards governed by ETSI, where a full list is maintained. GSM open-source software Several open-source software projects exist that provide certain GSM features: gsmd daemon by Openmoko OpenBTS develops a Base transceiver station The GSM Software Project aims to build a GSM analyzer for less than $1,000 OsmocomBB developers intend to replace the proprietary baseband GSM stack with a free software implementation YateBTS develops a Base transceiver station Issues with patents and open source Patents remain a problem for any open-source GSM implementation, because it is not possible for GNU or any other free software distributor to guarantee immunity from all lawsuits by the patent holders against the users. Furthermore, new features are being added to the standard all the time which means they have patent protection for a number of years. The original GSM implementations from 1991 may now be entirely free of patent encumbrances, however patent freedom is not certain due to the United States' "first to invent" system that was in place until 2012. The "first to invent" system, coupled with "patent term adjustment" can extend the life of a U.S. patent far beyond 20 years from its priority date. It is unclear at this time whether OpenBTS will be able to implement features of that initial specification without limit. As patents subsequently expire, however, those features can be added into the open-source version. , there have been no lawsuits against users of OpenBTS over GSM use. See also Cellular network Enhanced Data Rates for GSM Evolution (EDGE) Enhanced Network Selection (ENS) GSM forwarding standard features codes – list of call forward codes working with all operators and phones GSM frequency bands GSM modem GSM services Cell Broadcast GSM localization Multimedia Messaging Service (MMS) NITZ Network Identity and Time Zone Wireless Application Protocol (WAP) GSM-R (GSM-Railway) GSM USSD codes – Unstructured Supplementary Service Data: list of all standard GSM codes for network and SIM related functions Handoff High-Speed Downlink Packet Access (HSDPA) International Mobile Equipment Identity (IMEI) International Mobile Subscriber Identity (IMSI) Long Term Evolution (LTE) MSISDN Mobile Subscriber ISDN Number Nordic Mobile Telephone (NMT) ORFS Personal communications network (PCN) RTP audio video profile Simulation of GSM networks Standards Comparison of mobile phone standards GEO-Mobile Radio Interface GSM 02.07 – Cellphone features GSM 03.48 – Security mechanisms for the SIM application toolkit Intelligent Network Parlay X RRLP – Radio Resource Location Protocol Um interface Visitors Location Register (VLR) References Further reading External links GSM Association—Official industry trade group representing GSM network operators worldwide 3GPP—3G GSM standards development group LTE-3GPP.info: online GSM messages decoder fully supporting all 3GPP releases from early GSM to latest 5G Telecommunications-related introductions in 1991 GSM standard
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G protein-coupled receptors (GPCRs), also known as seven-(pass)-transmembrane domain receptors, 7TM receptors, heptahelical receptors, serpentine receptors, and G protein-linked receptors (GPLR), form a large group of evolutionarily-related proteins that are cell surface receptors that detect molecules outside the cell and activate cellular responses. Coupling with G proteins, they are called seven-transmembrane receptors because they pass through the cell membrane seven times. Ligands can bind either to extracellular N-terminus and loops (e.g. glutamate receptors) or to the binding site within transmembrane helices (Rhodopsin-like family). They are all activated by agonists although a spontaneous auto-activation of an empty receptor can also be observed. G protein-coupled receptors are found only in eukaryotes, including yeast, choanoflagellates, and animals. The ligands that bind and activate these receptors include light-sensitive compounds, odors, pheromones, hormones, and neurotransmitters, and vary in size from small molecules to peptides to large proteins. G protein-coupled receptors are involved in many diseases. There are two principal signal transduction pathways involving the G protein-coupled receptors: the cAMP signal pathway and the phosphatidylinositol signal pathway. When a ligand binds to the GPCR it causes a conformational change in the GPCR, which allows it to act as a guanine nucleotide exchange factor (GEF). The GPCR can then activate an associated G protein by exchanging the GDP bound to the G protein for a GTP. The G protein's α subunit, together with the bound GTP, can then dissociate from the β and γ subunits to further affect intracellular signaling proteins or target functional proteins directly depending on the α subunit type (Gαs, Gαi/o, Gαq/11, Gα12/13). GPCRs are an important drug target and approximately 34% of all Food and Drug Administration (FDA) approved drugs target 108 members of this family. The global sales volume for these drugs is estimated to be 180 billion US dollars . It is estimated that GPCRs are targets for about 50% of drugs currently on the market, mainly due to their involvement in signaling pathways related to many diseases i.e. mental, metabolic including endocrinological disorders, immunological including viral infections, cardiovascular, inflammatory, senses disorders, and cancer. The long ago discovered association between GPCRs and many endogenous and exogenous substances, resulting in e.g. analgesia, is another dynamically developing field of the pharmaceutical research. History and significance With the determination of the first structure of the complex between a G-protein coupled receptor (GPCR) and a G-protein trimer (Gαβγ) in 2011 a new chapter of GPCR research was opened for structural investigations of global switches with more than one protein being investigated. The previous breakthroughs involved determination of the crystal structure of the first GPCR, rhodopsin, in 2000 and the crystal structure of the first GPCR with a diffusible ligand (β2AR) in 2007. How the seven transmembrane helices of a GPCR are arranged into a bundle was suspected based on the low-resolution model of frog rhodopsin from cryo-electron microscopy studies of the two-dimensional crystals. The crystal structure of rhodopsin, that came up three years later, was not a surprise apart from the presence of an additional cytoplasmic helix H8 and a precise location of a loop covering retinal binding site. However, it provided a scaffold which was hoped to be a universal template for homology modeling and drug design for other GPCRs – a notion that proved to be too optimistic. Seven years later, the crystallization of β2-adrenergic receptor (β2AR) with a diffusible ligand brought surprising results because it revealed quite a different shape of the receptor extracellular side than that of rhodopsin. This area is important because it is responsible for the ligand binding and is targeted by many drugs. Moreover, the ligand binding site was much more spacious than in the rhodopsin structure and was open to the exterior. In the other receptors crystallized shortly afterwards the binding side was even more easily accessible to the ligand. New structures complemented with biochemical investigations uncovered mechanisms of action of molecular switches which modulate the structure of the receptor leading to activation states for agonists or to complete or partial inactivation states for inverse agonists. The 2012 Nobel Prize in Chemistry was awarded to Brian Kobilka and Robert Lefkowitz for their work that was "crucial for understanding how G protein-coupled receptors function". There have been at least seven other Nobel Prizes awarded for some aspect of G protein–mediated signaling. As of 2012, two of the top ten global best-selling drugs (Advair Diskus and Abilify) act by targeting G protein-coupled receptors. Classification The exact size of the GPCR superfamily is unknown, but at least 831 different human genes (or ~ 4% of the entire protein-coding genome) have been predicted to code for them from genome sequence analysis. Although numerous classification schemes have been proposed, the superfamily was classically divided into three main classes (A, B, and C) with no detectable shared sequence homology between classes. The largest class by far is class A, which accounts for nearly 85% of the GPCR genes. Of class A GPCRs, over half of these are predicted to encode olfactory receptors, while the remaining receptors are liganded by known endogenous compounds or are classified as orphan receptors. Despite the lack of sequence homology between classes, all GPCRs have a common structure and mechanism of signal transduction. The very large rhodopsin A group has been further subdivided into 19 subgroups (A1-A19). According to the classical A-F system, GPCRs can be grouped into 6 classes based on sequence homology and functional similarity: Class A (or 1) (Rhodopsin-like) Class B (or 2) (Secretin receptor family) Class C (or 3) (Metabotropic glutamate/pheromone) Class D (or 4) (Fungal mating pheromone receptors) Class E (or 5) (Cyclic AMP receptors) Class F (or 6) (Frizzled/Smoothened) More recently, an alternative classification system called GRAFS (Glutamate, Rhodopsin, Adhesion, Frizzled/Taste2, Secretin) has been proposed for vertebrate GPCRs. They correspond to classical classes C, A, B2, F, and B. An early study based on available DNA sequence suggested that the human genome encodes roughly 750 G protein-coupled receptors, about 350 of which detect hormones, growth factors, and other endogenous ligands. Approximately 150 of the GPCRs found in the human genome have unknown functions. Some web-servers and bioinformatics prediction methods have been used for predicting the classification of GPCRs according to their amino acid sequence alone, by means of the pseudo amino acid composition approach. Physiological roles GPCRs are involved in a wide variety of physiological processes. Some examples of their physiological roles include: The visual sense: The opsins use a photoisomerization reaction to translate electromagnetic radiation into cellular signals. Rhodopsin, for example, uses the conversion of 11-cis-retinal to all-trans-retinal for this purpose. The gustatory sense (taste): GPCRs in taste cells mediate release of gustducin in response to bitter-, umami- and sweet-tasting substances. The sense of smell: Receptors of the olfactory epithelium bind odorants (olfactory receptors) and pheromones (vomeronasal receptors) Behavioral and mood regulation: Receptors in the mammalian brain bind several different neurotransmitters, including serotonin, dopamine, histamine, GABA, and glutamate Regulation of immune system activity and inflammation: chemokine receptors bind ligands that mediate intercellular communication between cells of the immune system; receptors such as histamine receptors bind inflammatory mediators and engage target cell types in the inflammatory response. GPCRs are also involved in immune-modulation, e. g. regulating interleukin induction or suppressing TLR-induced immune responses from T cells. Autonomic nervous system transmission: Both the sympathetic and parasympathetic nervous systems are regulated by GPCR pathways, responsible for control of many automatic functions of the body such as blood pressure, heart rate, and digestive processes Cell density sensing: A novel GPCR role in regulating cell density sensing. Homeostasis modulation (e.g., water balance). Involved in growth and metastasis of some types of tumors. Used in the endocrine system for peptide and amino-acid derivative hormones that bind to GCPRs on the cell membrane of a target cell. This activates cAMP, which in turn activates several kinases, allowing for a cellular response, such as transcription. Receptor structure GPCRs are integral membrane proteins that possess seven membrane-spanning domains or transmembrane helices. The extracellular parts of the receptor can be glycosylated. These extracellular loops also contain two highly conserved cysteine residues that form disulfide bonds to stabilize the receptor structure. Some seven-transmembrane helix proteins (channelrhodopsin) that resemble GPCRs may contain ion channels, within their protein. In 2000, the first crystal structure of a mammalian GPCR, that of bovine rhodopsin (), was solved. In 2007, the first structure of a human GPCR was solved This human β2-adrenergic receptor GPCR structure proved highly similar to the bovine rhodopsin. The structures of activated or agonist-bound GPCRs have also been determined. These structures indicate how ligand binding at the extracellular side of a receptor leads to conformational changes in the cytoplasmic side of the receptor. The biggest change is an outward movement of the cytoplasmic part of the 5th and 6th transmembrane helix (TM5 and TM6). The structure of activated beta-2 adrenergic receptor in complex with Gs confirmed that the Gα binds to a cavity created by this movement. GPCRs exhibit a similar structure to some other proteins with seven transmembrane domains, such as microbial rhodopsins and adiponectin receptors 1 and 2 (ADIPOR1 and ADIPOR2). However, these 7TMH (7-transmembrane helices) receptors and channels do not associate with G proteins. In addition, ADIPOR1 and ADIPOR2 are oriented oppositely to GPCRs in the membrane (i.e. GPCRs usually have an extracellular N-terminus, cytoplasmic C-terminus, whereas ADIPORs are inverted). Structure–function relationships In terms of structure, GPCRs are characterized by an extracellular N-terminus, followed by seven transmembrane (7-TM) α-helices (TM-1 to TM-7) connected by three intracellular (IL-1 to IL-3) and three extracellular loops (EL-1 to EL-3), and finally an intracellular C-terminus. The GPCR arranges itself into a tertiary structure resembling a barrel, with the seven transmembrane helices forming a cavity within the plasma membrane that serves a ligand-binding domain that is often covered by EL-2. Ligands may also bind elsewhere, however, as is the case for bulkier ligands (e.g., proteins or large peptides), which instead interact with the extracellular loops, or, as illustrated by the class C metabotropic glutamate receptors (mGluRs), the N-terminal tail. The class C GPCRs are distinguished by their large N-terminal tail, which also contains a ligand-binding domain. Upon glutamate-binding to an mGluR, the N-terminal tail undergoes a conformational change that leads to its interaction with the residues of the extracellular loops and TM domains. The eventual effect of all three types of agonist-induced activation is a change in the relative orientations of the TM helices (likened to a twisting motion) leading to a wider intracellular surface and "revelation" of residues of the intracellular helices and TM domains crucial to signal transduction function (i.e., G-protein coupling). Inverse agonists and antagonists may also bind to a number of different sites, but the eventual effect must be prevention of this TM helix reorientation. The structure of the N- and C-terminal tails of GPCRs may also serve important functions beyond ligand-binding. For example, The C-terminus of M3 muscarinic receptors is sufficient, and the six-amino-acid polybasic (KKKRRK) domain in the C-terminus is necessary for its preassembly with Gq proteins. In particular, the C-terminus often contains serine (Ser) or threonine (Thr) residues that, when phosphorylated, increase the affinity of the intracellular surface for the binding of scaffolding proteins called β-arrestins (β-arr). Once bound, β-arrestins both sterically prevent G-protein coupling and may recruit other proteins, leading to the creation of signaling complexes involved in extracellular-signal regulated kinase (ERK) pathway activation or receptor endocytosis (internalization). As the phosphorylation of these Ser and Thr residues often occurs as a result of GPCR activation, the β-arr-mediated G-protein-decoupling and internalization of GPCRs are important mechanisms of desensitization. In addition, internalized "mega-complexes" consisting of a single GPCR, β-arr(in the tail conformation), and heterotrimeric G protein exist and may account for protein signaling from endosomes. A final common structural theme among GPCRs is palmitoylation of one or more sites of the C-terminal tail or the intracellular loops. Palmitoylation is the covalent modification of cysteine (Cys) residues via addition of hydrophobic acyl groups, and has the effect of targeting the receptor to cholesterol- and sphingolipid-rich microdomains of the plasma membrane called lipid rafts. As many of the downstream transducer and effector molecules of GPCRs (including those involved in negative feedback pathways) are also targeted to lipid rafts, this has the effect of facilitating rapid receptor signaling. GPCRs respond to extracellular signals mediated by a huge diversity of agonists, ranging from proteins to biogenic amines to protons, but all transduce this signal via a mechanism of G-protein coupling. This is made possible by a guanine-nucleotide exchange factor (GEF) domain primarily formed by a combination of IL-2 and IL-3 along with adjacent residues of the associated TM helices. Mechanism The G protein-coupled receptor is activated by an external signal in the form of a ligand or other signal mediator. This creates a conformational change in the receptor, causing activation of a G protein. Further effect depends on the type of G protein. G proteins are subsequently inactivated by GTPase activating proteins, known as RGS proteins. Ligand binding GPCRs include one or more receptors for the following ligands: sensory signal mediators (e.g., light and olfactory stimulatory molecules); adenosine, bombesin, bradykinin, endothelin, γ-aminobutyric acid (GABA), hepatocyte growth factor (HGF), melanocortins, neuropeptide Y, opioid peptides, opsins, somatostatin, GH, tachykinins, members of the vasoactive intestinal peptide family, and vasopressin; biogenic amines (e.g., dopamine, epinephrine, norepinephrine, histamine, serotonin, and melatonin); glutamate (metabotropic effect); glucagon; acetylcholine (muscarinic effect); chemokines; lipid mediators of inflammation (e.g., prostaglandins, prostanoids, platelet-activating factor, and leukotrienes); peptide hormones (e.g., calcitonin, C5a anaphylatoxin, follicle-stimulating hormone [FSH], gonadotropin-releasing hormone [GnRH], neurokinin, thyrotropin-releasing hormone [TRH], and oxytocin); and endocannabinoids. GPCRs that act as receptors for stimuli that have not yet been identified are known as orphan receptors. However, in other types of receptors that have been studied, wherein ligands bind externally to the membrane, the ligands of GPCRs typically bind within the transmembrane domain. However, protease-activated receptors are activated by cleavage of part of their extracellular domain. Conformational change The transduction of the signal through the membrane by the receptor is not completely understood. It is known that in the inactive state, the GPCR is bound to a heterotrimeric G protein complex. Binding of an agonist to the GPCR results in a conformational change in the receptor that is transmitted to the bound Gα subunit of the heterotrimeric G protein via protein domain dynamics. The activated Gα subunit exchanges GTP in place of GDP which in turn triggers the dissociation of Gα subunit from the Gβγ dimer and from the receptor. The dissociated Gα and Gβγ subunits interact with other intracellular proteins to continue the signal transduction cascade while the freed GPCR is able to rebind to another heterotrimeric G protein to form a new complex that is ready to initiate another round of signal transduction. It is believed that a receptor molecule exists in a conformational equilibrium between active and inactive biophysical states. The binding of ligands to the receptor may shift the equilibrium toward the active receptor states. Three types of ligands exist: Agonists are ligands that shift the equilibrium in favour of active states; inverse agonists are ligands that shift the equilibrium in favour of inactive states; and neutral antagonists are ligands that do not affect the equilibrium. It is not yet known how exactly the active and inactive states differ from each other. G-protein activation/deactivation cycle When the receptor is inactive, the GEF domain may be bound to an also inactive α-subunit of a heterotrimeric G-protein. These "G-proteins" are a trimer of α, β, and γ subunits (known as Gα, Gβ, and Gγ, respectively) that is rendered inactive when reversibly bound to Guanosine diphosphate (GDP) (or, alternatively, no guanine nucleotide) but active when bound to guanosine triphosphate (GTP). Upon receptor activation, the GEF domain, in turn, allosterically activates the G-protein by facilitating the exchange of a molecule of GDP for GTP at the G-protein's α-subunit. The cell maintains a 10:1 ratio of cytosolic GTP:GDP so exchange for GTP is ensured. At this point, the subunits of the G-protein dissociate from the receptor, as well as each other, to yield a Gα-GTP monomer and a tightly interacting Gβγ dimer, which are now free to modulate the activity of other intracellular proteins. The extent to which they may diffuse, however, is limited due to the palmitoylation of Gα and the presence of an isoprenoid moiety that has been covalently added to the C-termini of Gγ. Because Gα also has slow GTP→GDP hydrolysis capability, the inactive form of the α-subunit (Gα-GDP) is eventually regenerated, thus allowing reassociation with a Gβγ dimer to form the "resting" G-protein, which can again bind to a GPCR and await activation. The rate of GTP hydrolysis is often accelerated due to the actions of another family of allosteric modulating proteins called Regulators of G-protein Signaling, or RGS proteins, which are a type of GTPase-Activating Protein, or GAP. In fact, many of the primary effector proteins (e.g., adenylate cyclases) that become activated/inactivated upon interaction with Gα-GTP also have GAP activity. Thus, even at this early stage in the process, GPCR-initiated signaling has the capacity for self-termination. Crosstalk GPCRs downstream signals have been shown to possibly interact with integrin signals, such as FAK. Integrin signaling will phosphorylate FAK, which can then decrease GPCR Gαs activity. Signaling If a receptor in an active state encounters a G protein, it may activate it. Some evidence suggests that receptors and G proteins are actually pre-coupled. For example, binding of G proteins to receptors affects the receptor's affinity for ligands. Activated G proteins are bound to GTP. Further signal transduction depends on the type of G protein. The enzyme adenylate cyclase is an example of a cellular protein that can be regulated by a G protein, in this case the G protein Gs. Adenylate cyclase activity is activated when it binds to a subunit of the activated G protein. Activation of adenylate cyclase ends when the G protein returns to the GDP-bound state. Adenylate cyclases (of which 9 membrane-bound and one cytosolic forms are known in humans) may also be activated or inhibited in other ways (e.g., Ca2+/Calmodulin binding), which can modify the activity of these enzymes in an additive or synergistic fashion along with the G proteins. The signaling pathways activated through a GPCR are limited by the primary sequence and tertiary structure of the GPCR itself but ultimately determined by the particular conformation stabilized by a particular ligand, as well as the availability of transducer molecules. Currently, GPCRs are considered to utilize two primary types of transducers: G-proteins and β-arrestins. Because β-arr's have high affinity only to the phosphorylated form of most GPCRs (see above or below), the majority of signaling is ultimately dependent upon G-protein activation. However, the possibility for interaction does allow for G-protein-independent signaling to occur. G-protein-dependent signaling There are three main G-protein-mediated signaling pathways, mediated by four sub-classes of G-proteins distinguished from each other by sequence homology (Gαs, Gαi/o, Gαq/11, and Gα12/13). Each sub-class of G-protein consists of multiple proteins, each the product of multiple genes or splice variations that may imbue them with differences ranging from subtle to distinct with regard to signaling properties, but in general they appear reasonably grouped into four classes. Because the signal transducing properties of the various possible βγ combinations do not appear to radically differ from one another, these classes are defined according to the isoform of their α-subunit. While most GPCRs are capable of activating more than one Gα-subtype, they also show a preference for one subtype over another. When the subtype activated depends on the ligand that is bound to the GPCR, this is called functional selectivity (also known as agonist-directed trafficking, or conformation-specific agonism). However, the binding of any single particular agonist may also initiate activation of multiple different G-proteins, as it may be capable of stabilizing more than one conformation of the GPCR's GEF domain, even over the course of a single interaction. In addition, a conformation that preferably activates one isoform of Gα may activate another if the preferred is less available. Furthermore, feedback pathways may result in receptor modifications (e.g., phosphorylation) that alter the G-protein preference. Regardless of these various nuances, the GPCR's preferred coupling partner is usually defined according to the G-protein most obviously activated by the endogenous ligand under most physiological or experimental conditions. Gα signaling The effector of both the Gαs and Gαi/o pathways is the cyclic-adenosine monophosphate (cAMP)-generating enzyme adenylate cyclase, or AC. While there are ten different AC gene products in mammals, each with subtle differences in tissue distribution or function, all catalyze the conversion of cytosolic adenosine triphosphate (ATP) to cAMP, and all are directly stimulated by G-proteins of the Gαs class. In contrast, however, interaction with Gα subunits of the Gαi/o type inhibits AC from generating cAMP. Thus, a GPCR coupled to Gαs counteracts the actions of a GPCR coupled to Gαi/o, and vice versa. The level of cytosolic cAMP may then determine the activity of various ion channels as well as members of the ser/thr-specific protein kinase A (PKA) family. Thus cAMP is considered a second messenger and PKA a secondary effector. The effector of the Gαq/11 pathway is phospholipase C-β (PLCβ), which catalyzes the cleavage of membrane-bound phosphatidylinositol 4,5-bisphosphate (PIP2) into the second messengers inositol (1,4,5) trisphosphate (IP3) and diacylglycerol (DAG). IP3 acts on IP3 receptors found in the membrane of the endoplasmic reticulum (ER) to elicit Ca2+ release from the ER, while DAG diffuses along the plasma membrane where it may activate any membrane localized forms of a second ser/thr kinase called protein kinase C (PKC). Since many isoforms of PKC are also activated by increases in intracellular Ca2+, both these pathways can also converge on each other to signal through the same secondary effector. Elevated intracellular Ca2+ also binds and allosterically activates proteins called calmodulins, which in turn tosolic small GTPase, Rho. Once bound to GTP, Rho can then go on to activate various proteins responsible for cytoskeleton regulation such as Rho-kinase (ROCK). Most GPCRs that couple to Gα12/13 also couple to other sub-classes, often Gαq/11. Gβγ signaling The above descriptions ignore the effects of Gβγ–signalling, which can also be important, in particular in the case of activated Gαi/o-coupled GPCRs. The primary effectors of Gβγ are various ion channels, such as G-protein-regulated inwardly rectifying K+ channels (GIRKs), P/Q- and N-type voltage-gated Ca2+ channels, as well as some isoforms of AC and PLC, along with some phosphoinositide-3-kinase (PI3K) isoforms. G-protein-independent signaling Although they are classically thought of working only together, GPCRs may signal through G-protein-independent mechanisms, and heterotrimeric G-proteins may play functional roles independent of GPCRs. GPCRs may signal independently through many proteins already mentioned for their roles in G-protein-dependent signaling such as β-arrs, GRKs, and Srcs. Such signaling has been shown to be physiologically relevant, for example, β-arrestin signaling mediated by the chemokine receptor CXCR3 was necessary for full efficacy chemotaxis of activated T cells. In addition, further scaffolding proteins involved in subcellular localization of GPCRs (e.g., PDZ-domain-containing proteins) may also act as signal transducers. Most often the effector is a member of the MAPK family. Examples In the late 1990s, evidence began accumulating to suggest that some GPCRs are able to signal without G proteins. The ERK2 mitogen-activated protein kinase, a key signal transduction mediator downstream of receptor activation in many pathways, has been shown to be activated in response to cAMP-mediated receptor activation in the slime mold D. discoideum despite the absence of the associated G protein α- and β-subunits. In mammalian cells, the much-studied β2-adrenoceptor has been demonstrated to activate the ERK2 pathway after arrestin-mediated uncoupling of G-protein-mediated signaling. Therefore, it seems likely that some mechanisms previously believed related purely to receptor desensitisation are actually examples of receptors switching their signaling pathway, rather than simply being switched off. In kidney cells, the bradykinin receptor B2 has been shown to interact directly with a protein tyrosine phosphatase. The presence of a tyrosine-phosphorylated ITIM (immunoreceptor tyrosine-based inhibitory motif) sequence in the B2 receptor is necessary to mediate this interaction and subsequently the antiproliferative effect of bradykinin. GPCR-independent signaling by heterotrimeric G-proteins Although it is a relatively immature area of research, it appears that heterotrimeric G-proteins may also take part in non-GPCR signaling. There is evidence for roles as signal transducers in nearly all other types of receptor-mediated signaling, including integrins, receptor tyrosine kinases (RTKs), cytokine receptors (JAK/STATs), as well as modulation of various other "accessory" proteins such as GEFs, guanine-nucleotide dissociation inhibitors (GDIs) and protein phosphatases. There may even be specific proteins of these classes whose primary function is as part of GPCR-independent pathways, termed activators of G-protein signalling (AGS). Both the ubiquity of these interactions and the importance of Gα vs. Gβγ subunits to these processes are still unclear. Details of cAMP and PIP2 pathways There are two principal signal transduction pathways involving the G protein-linked receptors: the cAMP signal pathway and the phosphatidylinositol signal pathway. cAMP signal pathway The cAMP signal transduction contains 5 main characters: stimulative hormone receptor (Rs) or inhibitory hormone receptor (Ri); stimulative regulative G-protein (Gs) or inhibitory regulative G-protein (Gi); adenylyl cyclase; protein kinase A (PKA); and cAMP phosphodiesterase. Stimulative hormone receptor (Rs) is a receptor that can bind with stimulative signal molecules, while inhibitory hormone receptor (Ri) is a receptor that can bind with inhibitory signal molecules. Stimulative regulative G-protein is a G-protein linked to stimulative hormone receptor (Rs), and its α subunit upon activation could stimulate the activity of an enzyme or other intracellular metabolism. On the contrary, inhibitory regulative G-protein is linked to an inhibitory hormone receptor, and its α subunit upon activation could inhibit the activity of an enzyme or other intracellular metabolism. Adenylyl cyclase is a 12-transmembrane glycoprotein that catalyzes the conversion of ATP to cAMP with the help of cofactor Mg2+ or Mn2+. The cAMP produced is a second messenger in cellular metabolism and is an allosteric activator of protein kinase A. Protein kinase A is an important enzyme in cell metabolism due to its ability to regulate cell metabolism by phosphorylating specific committed enzymes in the metabolic pathway. It can also regulate specific gene expression, cellular secretion, and membrane permeability. The protein enzyme contains two catalytic subunits and two regulatory subunits. When there is no cAMP,the complex is inactive. When cAMP binds to the regulatory subunits, their conformation is altered, causing the dissociation of the regulatory subunits, which activates protein kinase A and allows further biological effects. These signals then can be terminated by cAMP phosphodiesterase, which is an enzyme that degrades cAMP to 5'-AMP and inactivates protein kinase A. Phosphatidylinositol signal pathway In the phosphatidylinositol signal pathway, the extracellular signal molecule binds with the G-protein receptor (Gq) on the cell surface and activates phospholipase C, which is located on the plasma membrane. The lipase hydrolyzes phosphatidylinositol 4,5-bisphosphate (PIP2) into two second messengers: inositol 1,4,5-trisphosphate (IP3) and diacylglycerol (DAG). IP3 binds with the IP3 receptor in the membrane of the smooth endoplasmic reticulum and mitochondria to open Ca2+ channels. DAG helps activate protein kinase C (PKC), which phosphorylates many other proteins, changing their catalytic activities, leading to cellular responses. The effects of Ca2+ are also remarkable: it cooperates with DAG in activating PKC and can activate the CaM kinase pathway, in which calcium-modulated protein calmodulin (CaM) binds Ca2+, undergoes a change in conformation, and activates CaM kinase II, which has unique ability to increase its binding affinity to CaM by autophosphorylation, making CaM unavailable for the activation of other enzymes. The kinase then phosphorylates target enzymes, regulating their activities. The two signal pathways are connected together by Ca2+-CaM, which is also a regulatory subunit of adenylyl cyclase and phosphodiesterase in the cAMP signal pathway. Receptor regulation GPCRs become desensitized when exposed to their ligand for a long period of time. There are two recognized forms of desensitization: 1) homologous desensitization, in which the activated GPCR is downregulated; and 2) heterologous desensitization, wherein the activated GPCR causes downregulation of a different GPCR. The key reaction of this downregulation is the phosphorylation of the intracellular (or cytoplasmic) receptor domain by protein kinases. Phosphorylation by cAMP-dependent protein kinases Cyclic AMP-dependent protein kinases (protein kinase A) are activated by the signal chain coming from the G protein (that was activated by the receptor) via adenylate cyclase and cyclic AMP (cAMP). In a feedback mechanism, these activated kinases phosphorylate the receptor. The longer the receptor remains active the more kinases are activated and the more receptors are phosphorylated. In β2-adrenoceptors, this phosphorylation results in the switching of the coupling from the Gs class of G-protein to the Gi class. cAMP-dependent PKA mediated phosphorylation can cause heterologous desensitisation in receptors other than those activated. Phosphorylation by GRKs The G protein-coupled receptor kinases (GRKs) are protein kinases that phosphorylate only active GPCRs. G-protein-coupled receptor kinases (GRKs) are key modulators of G-protein-coupled receptor (GPCR) signaling. They constitute a family of seven mammalian serine-threonine protein kinases that phosphorylate agonist-bound receptor. GRKs-mediated receptor phosphorylation rapidly initiates profound impairment of receptor signaling and desensitization. Activity of GRKs and subcellular targeting is tightly regulated by interaction with receptor domains, G protein subunits, lipids, anchoring proteins and calcium-sensitive proteins. Phosphorylation of the receptor can have two consequences: Translocation: The receptor is, along with the part of the membrane it is embedded in, brought to the inside of the cell, where it is dephosphorylated within the acidic vesicular environment and then brought back. This mechanism is used to regulate long-term exposure, for example, to a hormone, by allowing resensitisation to follow desensitisation. Alternatively, the receptor may undergo lysozomal degradation, or remain internalised, where it is thought to participate in the initiation of signalling events, the nature of which depending on the internalised vesicle's subcellular localisation. Arrestin linking: The phosphorylated receptor can be linked to arrestin molecules that prevent it from binding (and activating) G proteins, in effect switching it off for a short period of time. This mechanism is used, for example, with rhodopsin in retina cells to compensate for exposure to bright light. In many cases, arrestin's binding to the receptor is a prerequisite for translocation. For example, beta-arrestin bound to β2-adrenoreceptors acts as an adaptor for binding with clathrin, and with the beta-subunit of AP2 (clathrin adaptor molecules); thus, the arrestin here acts as a scaffold assembling the components needed for clathrin-mediated endocytosis of β2-adrenoreceptors. Mechanisms of GPCR signal termination As mentioned above, G-proteins may terminate their own activation due to their intrinsic GTP→GDP hydrolysis capability. However, this reaction proceeds at a slow rate (≈.02 times/sec) and, thus, it would take around 50 seconds for any single G-protein to deactivate if other factors did not come into play. Indeed, there are around 30 isoforms of RGS proteins that, when bound to Gα through their GAP domain, accelerate the hydrolysis rate to ≈30 times/sec. This 1500-fold increase in rate allows for the cell to respond to external signals with high speed, as well as spatial resolution due to limited amount of second messenger that can be generated and limited distance a G-protein can diffuse in 0.03 seconds. For the most part, the RGS proteins are promiscuous in their ability to activate G-proteins, while which RGS is involved in a given signaling pathway seems more determined by the tissue and GPCR involved than anything else. In addition, RGS proteins have the additional function of increasing the rate of GTP-GDP exchange at GPCRs, (i.e., as a sort of co-GEF) further contributing to the time resolution of GPCR signaling. In addition, the GPCR may be desensitized itself. This can occur as: a direct result of ligand occupation, wherein the change in conformation allows recruitment of GPCR-Regulating Kinases (GRKs), which go on to phosphorylate various serine/threonine residues of IL-3 and the C-terminal tail. Upon GRK phosphorylation, the GPCR's affinity for β-arrestin (β-arrestin-1/2 in most tissues) is increased, at which point β-arrestin may bind and act to both sterically hinder G-protein coupling as well as initiate the process of receptor internalization through clathrin-mediated endocytosis. Because only the liganded receptor is desensitized by this mechanism, it is called homologous desensitization the affinity for β-arrestin may be increased in a ligand occupation and GRK-independent manner through phosphorylation of different ser/thr sites (but also of IL-3 and the C-terminal tail) by PKC and PKA. These phosphorylations are often sufficient to impair G-protein coupling on their own as well. PKC/PKA may, instead, phosphorylate GRKs, which can also lead to GPCR phosphorylation and β-arrestin binding in an occupation-independent manner. These latter two mechanisms allow for desensitization of one GPCR due to the activities of others, or heterologous desensitization. GRKs may also have GAP domains and so may contribute to inactivation through non-kinase mechanisms as well. A combination of these mechanisms may also occur. Once β-arrestin is bound to a GPCR, it undergoes a conformational change allowing it to serve as a scaffolding protein for an adaptor complex termed AP-2, which in turn recruits another protein called clathrin. If enough receptors in the local area recruit clathrin in this manner, they aggregate and the membrane buds inwardly as a result of interactions between the molecules of clathrin, in a process called opsonization. Once the pit has been pinched off the plasma membrane due to the actions of two other proteins called amphiphysin and dynamin, it is now an endocytic vesicle. At this point, the adapter molecules and clathrin have dissociated, and the receptor is either trafficked back to the plasma membrane or targeted to lysosomes for degradation. At any point in this process, the β-arrestins may also recruit other proteins—such as the non-receptor tyrosine kinase (nRTK), c-SRC—which may activate ERK1/2, or other mitogen-activated protein kinase (MAPK) signaling through, for example, phosphorylation of the small GTPase, Ras, or recruit the proteins of the ERK cascade directly (i.e., Raf-1, MEK, ERK-1/2) at which point signaling is initiated due to their close proximity to one another. Another target of c-SRC are the dynamin molecules involved in endocytosis. Dynamins polymerize around the neck of an incoming vesicle, and their phosphorylation by c-SRC provides the energy necessary for the conformational change allowing the final "pinching off" from the membrane. GPCR cellular regulation Receptor desensitization is mediated through a combination phosphorylation, β-arr binding, and endocytosis as described above. Downregulation occurs when endocytosed receptor is embedded in an endosome that is trafficked to merge with an organelle called a lysosome. Because lysosomal membranes are rich in proton pumps, their interiors have low pH (≈4.8 vs. the pH≈7.2 cytosol), which acts to denature the GPCRs. In addition, lysosomes contain many degradative enzymes, including proteases, which can function only at such low pH, and so the peptide bonds joining the residues of the GPCR together may be cleaved. Whether or not a given receptor is trafficked to a lysosome, detained in endosomes, or trafficked back to the plasma membrane depends on a variety of factors, including receptor type and magnitude of the signal. GPCR regulation is additionally mediated by gene transcription factors. These factors can increase or decrease gene transcription and thus increase or decrease the generation of new receptors (up- or down-regulation) that travel to the cell membrane. Receptor oligomerization G-protein-coupled receptor oligomerisation is a widespread phenomenon. One of the best-studied examples is the metabotropic GABAB receptor. This so-called constitutive receptor is formed by heterodimerization of GABABR1 and GABABR2 subunits. Expression of the GABABR1 without the GABABR2 in heterologous systems leads to retention of the subunit in the endoplasmic reticulum. Expression of the GABABR2 subunit alone, meanwhile, leads to surface expression of the subunit, although with no functional activity (i.e., the receptor does not bind agonist and cannot initiate a response following exposure to agonist). Expression of the two subunits together leads to plasma membrane expression of functional receptor. It has been shown that GABABR2 binding to GABABR1 causes masking of a retention signal of functional receptors. Origin and diversification of the superfamily Signal transduction mediated by the superfamily of GPCRs dates back to the origin of multicellularity. Mammalian-like GPCRs are found in fungi, and have been classified according to the GRAFS classification system based on GPCR fingerprints. Identification of the superfamily members across the eukaryotic domain, and comparison of the family-specific motifs, have shown that the superfamily of GPCRs have a common origin. Characteristic motifs indicate that three of the five GRAFS families, Rhodopsin, Adhesion, and Frizzled, evolved from the Dictyostelium discoideum cAMP receptors before the split of Opisthokonts. Later, the Secretin family evolved from the Adhesion GPCR receptor family before the split of nematodes. Insect GPCRs appear to be in their own group and Taste2 is identified as descending from Rhodopsin. Note that the Secretin/Adhesion split is based on presumed function rather than signature, as the classical Class B (7tm_2, ) is used to identify both in the studies. See also G protein-coupled receptors database List of MeSH codes (D12.776) Metabotropic receptor Orphan receptor Pepducins, a class of drug candidates targeted at GPCRs Receptor activated solely by a synthetic ligand, a technique for control of cell signaling through synthetic GPCRs TOG superfamily References Further reading External links GPCR Cell Line ; GPCR-HGmod , a database of 3D structural models of all human G-protein coupled receptors, built by the GPCR-I-TASSER pipeline Biochemistry Integral membrane proteins Molecular biology Protein families Signal transduction
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The Golden Rule is the principle of treating others as one wants to be treated. It is a maxim that is found in most religions and cultures. It can be considered an ethic of reciprocity in some religions, although different religions treat it differently. The maxim may appear as a positive or negative injunction governing conduct: Treat others as you would like others to treat you (positive or directive form) Do not treat others in ways that you would not like to be treated (negative or prohibitive form) What you wish upon others, you wish upon yourself (empathetic or responsive form) The idea dates at least to the early Confucian times (551–479 BCE), according to Rushworth Kidder, who identifies the concept appearing prominently in Buddhism, Christianity, Hinduism, Islam, Judaism, Taoism, Zoroastrianism, and "the rest of the world's major religions". 143 leaders of the world's major faiths endorsed the Golden Rule as part of the 1993 "Declaration Toward a Global Ethic". According to Greg M. Epstein, it is "a concept that essentially no religion misses entirely", but belief in God is not necessary to endorse it. Simon Blackburn also states that the Golden Rule can be "found in some form in almost every ethical tradition". Etymology The term "Golden Rule", or "Golden law", began to be used widely in the early 17th century in Britain by Anglican theologians and preachers; the earliest known usage is that of Anglicans Charles Gibbon and Thomas Jackson in 1604. Ancient history Ancient Egypt Possibly the earliest affirmation of the maxim of reciprocity, reflecting the ancient Egyptian goddess Ma'at, appears in the story of "The Eloquent Peasant", which dates to the Middle Kingdom (c. 2040–1650 BCE): "Now this is the command: Do to the doer to make him do." This proverb embodies the do ut des principle. A Late Period (c. 664–323 BCE) papyrus contains an early negative affirmation of the Golden Rule: "That which you hate to be done to you, do not do to another." Ancient India Sanskrit tradition In Mahābhārata, the ancient epic of India, there is a discourse in which sage Brihaspati tells the king Yudhishthira the following about dharma, a philosophical understanding of values and actions that lend good order to life: The Mahābhārata is usually dated to the period between 400 BCE and 400 CE. Tamil tradition In Chapter 32 in the Book of Virtue of the Tirukkuṛaḷ (c. 1st century BCE to 5th century CE), Valluvar says: Furthermore, in verse 312, Valluvar says that it is the determination or code of the spotless (virtuous) not to do evil, even in return, to those who have cherished enmity and done them evil. According to him, the proper punishment to those who have done evil is to put them to shame by showing them kindness, in return and to forget both the evil and the good done on both sides (verse 314). Ancient Greece The Golden Rule in its prohibitive (negative) form was a common principle in ancient Greek philosophy. Examples of the general concept include: "Avoid doing what you would blame others for doing." – Thales (c. 624–c. 546 BCE) "What you do not want to happen to you, do not do it yourself either. " – Sextus the Pythagorean. The oldest extant reference to Sextus is by Origen in the third century of the common era. "may I be of a sound mind, and do to others as I would that they should do to me." - Plato (c. 420–c. 347 BCE) "Do not do to others that which angers you when they do it to you." – Isocrates (436–338 BCE) Ancient Persia The Pahlavi Texts of Zoroastrianism (c. 300 BCE–1000 CE) were an early source for the Golden Rule: "That nature alone is good which refrains from doing to another whatsoever is not good for itself." Dadisten-I-dinik, 94,5, and "Whatever is disagreeable to yourself do not do unto others." Shayast-na-Shayast 13:29 Ancient Rome Seneca the Younger (c. 4 BCE–65 CE), a practitioner of Stoicism (c. 300 BCE–200 CE) expressed a hierarchical variation of the Golden Rule in his Letter 47, an essay regarding the treatment of slaves: "Treat your inferior as you would wish your superior to treat you." Religious context According to Simon Blackburn, the Golden Rule "can be found in some form in almost every ethical tradition". Abrahamic religions Judaism A rule of reciprocal altruism was stated positively in a well-known Torah verse (Hebrew: ): Hillel the Elder (c. 110 BCE – 10 CE), used this verse as a most important message of the Torah for his teachings. Once, he was challenged by a gentile who asked to be converted under the condition that the Torah be explained to him while he stood on one foot. Hillel accepted him as a candidate for conversion to Judaism but, drawing on Leviticus 19:18, briefed the man: Hillel recognized brotherly love as the fundamental principle of Jewish ethics. Rabbi Akiva agreed, while Simeon ben Azzai suggested that the principle of love must have its foundation in Genesis chapter 1, which teaches that all men are the offspring of Adam, who was made in the image of God. According to Jewish rabbinic literature, the first man Adam represents the unity of mankind. This is echoed in the modern preamble of the Universal Declaration of Human Rights. And it is also taught, that Adam is last in order according to the evolutionary character of God's creation:Why was only a single specimen of man created first? To teach us that he who destroys a single soul destroys a whole world and that he who saves a single soul saves a whole world; furthermore, so no race or class may claim a nobler ancestry, saying, 'Our father was born first'; and, finally, to give testimony to the greatness of the Lord, who caused the wonderful diversity of mankind to emanate from one type. And why was Adam created last of all beings? To teach him humility; for if he be overbearing, let him remember that the little fly preceded him in the order of creation. The Jewish Publication Society's edition of Leviticus states:Thou shalt not hate thy brother, in thy heart; thou shalt surely rebuke thy neighbour, and not bear sin because of him. 18 Thou shalt not take vengeance, nor bear any grudge against the children of thy people, but thou shalt love thy neighbour as thyself: I am the .This Torah verse represents one of several versions of the Golden Rule, which itself appears in various forms, positive and negative. It is the earliest written version of that concept in a positive form. At the turn of the eras, the Jewish rabbis were discussing the scope of the meaning of Leviticus 19:18 and 19:34 extensively: Commentators summed up foreigners (= Samaritans), proselytes (= 'strangers who resides with you') or Jews. to the scope of the meaning. On the verse, "Love your fellow as yourself", the classic commentator Rashi quotes from Torat Kohanim, an early Midrashic text regarding the famous dictum of Rabbi Akiva: "Love your fellow as yourself – Rabbi Akiva says this is a great principle of the Torah." Israel's postal service quoted from the previous Leviticus verse when it commemorated the Universal Declaration of Human Rights on a 1958 postage stamp. Christianity The "Golden Rule" was proclaimed by Jesus of Nazareth during his Sermon on the Mount and described by him as the second great commandment. The common English phrasing is "Do unto others as you would have them do unto you". A similar form of the phrase appeared in a Catholic catechism around 1567 (certainly in the reprint of 1583). Various applications of the Golden Rule are stated positively numerous times in the Old Testament: "Thou shalt not avenge, nor bear any grudge against the children of thy people, but thou shalt love thy neighbour as thyself: I am the LORD.". See also Great Commandment) and Leviticus 19:34: "But treat them just as you treat your own citizens. Love foreigners as you love yourselves, because you were foreigners one time in Egypt. I am the Lord your God.". The Old Testament Deuterocanonical books of Tobit and Sirach, accepted as part of the Scriptural canon by Catholic Church, Eastern Orthodoxy, and the Non-Chalcedonian Churches, express a negative form of the golden rule: Two passages in the New Testament quote Jesus of Nazareth espousing the positive form of the Golden rule: A similar passage, a parallel to the Great Commandment, is Luke 10:25. The passage in the book of Luke then continues with Jesus answering the question, "Who is my neighbor?", by telling the parable of the Good Samaritan, which John Wesley interprets as meaning that "your neighbor" is anyone in need. Jesus' teaching goes beyond the negative formulation of not doing what one would not like done to themselves, to the positive formulation of actively doing good to another that, if the situations were reversed, one would desire that the other would do for them. This formulation, as indicated in the parable of the Good Samaritan, emphasizes the needs for positive action that brings benefit to another, not simply restraining oneself from negative activities that hurt another. In one passage of the New Testament, Paul the Apostle refers to the golden rule: St. Paul also comments on the golden rule in the book of Romans: "The commandments, 'You shall not commit adultery,’ 'You shall not murder,’ 'You shall not steal,’ 'You shall not covet,’ and whatever other command there may be, are summed up in this one command: 'Love your neighbor as yourself.'” Islam The Arabian peninsula was known to not practice the golden rule prior to the advent of Islam. According to Th. Emil Homerin: "Pre-Islamic Arabs regarded the survival of the tribe, as most essential and to be ensured by the ancient rite of blood vengeance." Homerin goes on to say: From the hadith, the collected oral and written accounts of Muhammad and his teachings during his lifetime: Ali ibn Abi Talib (4th Caliph in Sunni Islam, and first Imam in Shia Islam) says: Baháʼí Faith The writings of the Baháʼí Faith encourage everyone to treat others as they would treat themselves and even prefer others over oneself: Indian religions Hinduism Also, Buddhism Buddha (Siddhartha Gautama, c. 623–543 BCE) made this principle one of the cornerstones of his ethics in the 6th century BCE. It occurs in many places and in many forms throughout the Tripitaka. Jainism The Golden Rule is paramount in the Jainist philosophy and can be seen in the doctrines of Ahimsa and Karma. As part of the prohibition of causing any living beings to suffer, Jainism forbids inflicting upon others what is harmful to oneself. The following lines from the Acaranga Sutra sums up the philosophy of Jainism: Sikhism Chinese religions Confucianism "What you do not wish for yourself, do not do to others." Zi Gong (a disciple of Confucius) asked: "Is there any one word that could guide a person throughout life?" The Master replied: "How about 'shu' [reciprocity]: never impose on others what you would not choose for yourself?" --Confucius, Analects XV.24, tr. David Hinton (another translation is in the online Chinese Text Project) The same idea is also presented in V.12 and VI.30 of the Analects (c. 500 BCE), which can be found in the online Chinese Text Project. The phraseology differs from the Christian version of the Golden Rule. It does not presume to do anything unto others, but merely to avoid doing what would be harmful. It does not preclude doing good deeds and taking moral positions. Taoism Mohism Mozi regarded the golden rule as a corollary to the cardinal virtue of impartiality, and encouraged egalitarianism and selflessness in relationships. Iranian religions Zoroastrianism New religious movements Wicca Traditional African religions Yoruba Odinani Secular context Global ethic The "Declaration Toward a Global Ethic" from the Parliament of the World’s Religions (1993) proclaimed the Golden Rule ("We must treat others as we wish others to treat us") as the common principle for many religions. The Initial Declaration was signed by 143 leaders from all of the world's major faiths, including Baháʼí Faith, Brahmanism, Brahma Kumaris, Buddhism, Christianity, Hinduism, Indigenous, Interfaith, Islam, Jainism, Judaism, Native American, Neo-Pagan, Sikhism, Taoism, Theosophist, Unitarian Universalist and Zoroastrian. In the folklore of several cultures the Golden Rule is depicted by the allegory of the long spoons. Humanism In the view of Greg M. Epstein, a Humanist chaplain at Harvard University, " 'do unto others' ... is a concept that essentially no religion misses entirely. But not a single one of these versions of the golden rule requires a God". Various sources identify the Golden Rule as a humanist principle: Existentialism Other contexts Human rights According to Marc H. Bornstein, and William E. Paden, the Golden Rule is arguably the most essential basis for the modern concept of human rights, in which each individual has a right to just treatment, and a reciprocal responsibility to ensure justice for others. However, Leo Damrosch argued that the notion that the Golden Rule pertains to "rights" per se is a contemporary interpretation and has nothing to do with its origin. The development of human "rights" is a modern political ideal that began as a philosophical concept promulgated through the philosophy of Jean Jacques Rousseau in 18th century France, among others. His writings influenced Thomas Jefferson, who then incorporated Rousseau's reference to "inalienable rights" into the United States Declaration of Independence in 1776. Damrosch argued that to confuse the Golden Rule with human rights is to apply contemporary thinking to ancient concepts. Science and economics There has been research published arguing that some 'sense' of fair play and the Golden Rule may be stated and rooted in terms of neuroscientific and neuroethical principles. The Golden Rule can also be explained from the perspectives of psychology, philosophy, sociology, human evolution, and economics. Psychologically, it involves a person empathizing with others. Philosophically, it involves a person perceiving their neighbor also as "I" or "self". Sociologically, "love your neighbor as yourself" is applicable between individuals, between groups, and also between individuals and groups. In evolution, "reciprocal altruism" is seen as a distinctive advance in the capacity of human groups to survive and reproduce, as their exceptional brains demanded exceptionally long childhoods and ongoing provision and protection even beyond that of the immediate family. In economics, Richard Swift, referring to ideas from David Graeber, suggests that "without some kind of reciprocity society would no longer be able to exist." Study of other primates provides evidence that the Golden Rule exists in other non-human species. Criticism Philosophers, such as Immanuel Kant and Friedrich Nietzsche, have objected to the rule on a variety of grounds. The most serious among these is its application. How does one know how others want to be treated? The obvious way is to ask them, but this cannot be done if one assumes they have not reached a particular and relevant understanding. One religion that officially rejects the Golden Rule is the Neo-Nazi religion of the "Creativity Movement" founded by Ben Klassen. Followers of the religion believe that the Golden Rule doesn't make sense and is a "completely unworkable principle.". Differences in values or interests George Bernard Shaw wrote, "Do not do unto others as you would that they should do unto you. Their tastes may not be the same." This suggests that if your values are not shared with others, the way you want to be treated will not be the way they want to be treated. Hence, the Golden Rule of "do unto others" is "dangerous in the wrong hands", according to philosopher Iain King, because "some fanatics have no aversion to death: the Golden Rule might inspire them to kill others in suicide missions." Differences in situations Immanuel Kant famously criticized the golden rule for not being sensitive to differences of situation, noting that a prisoner duly convicted of a crime could appeal to the golden rule while asking the judge to release him, pointing out that the judge would not want anyone else to send him to prison, so he should not do so to others. Kant's Categorical Imperative, introduced in Groundwork of the Metaphysic of Morals, is often confused with the Golden Rule. Responses to criticisms Walter Terence Stace, in The Concept of Morals (1937), wrote: Marcus George Singer observed that there are two importantly different ways of looking at the golden rule: as requiring (1) that you perform specific actions that you want others to do to you or (2) that you guide your behavior in the same general ways that you want others to. Counter-examples to the golden rule typically are more forceful against the first than the second. In his book on the golden rule, Jeffrey Wattles makes the similar observation that such objections typically arise while applying the golden rule in certain general ways (namely, ignoring differences in taste, in situation, and so forth). But if we apply the golden rule to our own method of using it, asking in effect if we would want other people to apply the golden rule in such ways, the answer would typically be no, since it is quite predictable that others' ignoring of such factors will lead to behavior which we object to. It follows that we should not do so ourselves—according to the golden rule. In this way, the golden rule may be self-correcting. An article by Jouni Reinikainen develops this suggestion in greater detail. It is possible, then, that the golden rule can itself guide us in identifying which differences of situation are morally relevant. We would often want other people to ignore any prejudice against our race or nationality when deciding how to act towards us, but would also want them to not ignore our differing preferences in food, desire for aggressiveness, and so on. This principle of "doing unto others, wherever possible, as they would be done by..." has sometimes been termed the platinum rule. Popular references Charles Kingsley's The Water Babies (1863) includes a character named Mrs Do-As-You-Would-Be-Done-By (and another, Mrs Be-Done-By-As-You-Did). See also Empathy General welfare clause Norm of reciprocity, social norm of in-kind responses to the behavior of others Reciprocity (cultural anthropology), way of defining people's informal exchange of goods and labour Reciprocity (evolution), mechanisms for the evolution of cooperation Reciprocity (international relations), principle that favours, benefits, or penalties that are granted by one state to the citizens or legal entities of another, should be returned in kind Reciprocity (social and political philosophy), concept of reciprocity as in-kind positive or negative responses for the actions of others; relation to justice; related ideas such as gratitude, mutuality, and the Golden Rule Reciprocity (social psychology), in-kind positive or negative responses of individuals towards the actions of others Serial reciprocity, where the benefactor of a gift or service will in turn provide benefits to a third party Ubuntu (philosophy), an ethical philosophy originating from Southern Africa, which has been summarised as 'A person is a person through other people' References External links The Golden Rule Movie A teaching resource. Golden Rule Day An annual global event every April 5. Golden Rule Project - learning tools, etc. (based in Salt Lake City, Utah, USA) Monmouth Center for World Religions and Ethical Thought. The Golden Rule Scarboro Mission. The Golden Rule Educational, participatory, and interactive resources including videos, exercises, multi-disciplinary commentaries, The Golden Rule Poster, and interfaith dialogues on the Golden Rule. St Columbans Mission Society - Interfaith Relations. The Golden Rule The Golden Rule Poster, etc. Ethical principles Interpersonal relationships Life skills Philosophy of law Religious practices Positive Mitzvoth Codes of conduct Sermon on the Mount
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George Hamilton-Gordon, 4th Earl of Aberdeen, (28 January 178414 December 1860), styled Lord Haddo from 1791 to 1801, was a British statesman, diplomat and landowner, successively a Tory, Conservative and Peelite politician and specialist in foreign affairs. He served as Prime Minister from 1852 until 1855 in a coalition between the Whigs and Peelites, with Radical and Irish support. The Aberdeen ministry was filled with powerful and talented politicians, whom Aberdeen was largely unable to control and direct. Despite his trying to avoid this happening, it took Britain into the Crimean War, and fell when its conduct became unpopular, after which Aberdeen retired from politics. Born into a wealthy family with largest estates in Scotland, his personal life was marked by the loss of both parents by the time he was eleven, and of his first wife after only seven years of a happy marriage. His daughters died young, and his relations with his sons were difficult. He travelled extensively in Europe, including Greece, and he had a serious interest in the classical civilisations and their archaeology. His Scottish estates having been neglected by his father, he devoted himself (when he came of age) to modernising them according to the latest standards. After 1812 he became a diplomat, and in 1813, at age 29, was given the critically important embassy to Vienna, where he organized and financed the sixth coalition that defeated Napoleon. His rise in politics was equally rapid and lucky, and "two accidents — Canning's death and Wellington's impulsive acceptance of the Canningite resignations" led to his becoming Foreign Secretary for Prime Minister Wellington in 1828 despite "an almost ludicrous lack of official experience"; he had been a minister for less than six months. After holding the position for two years, followed by another cabinet role, by 1841 his experience led to his appointment as Foreign Secretary again under Robert Peel for a longer term. His diplomatic successes include organizing the coalition against Napoleon in 1812–1814, normalizing relations with post-Napoleonic France, settling the old border dispute between Canada and the United States, and ending the First Opium War with China in 1842, whereby Hong Kong was obtained. Aberdeen was a poor speaker, but this scarcely mattered in the House of Lords. He exhibited a "dour, awkward, occasionally sarcastic exterior". His friend William Ewart Gladstone, said of him that he was "the man in public life of all others whom I have . I say emphatically . I have others, but never like him". Early life Born in Edinburgh on 28 January 1784, he was the eldest son of George Gordon, Lord Haddo, son of George Gordon, 3rd Earl of Aberdeen. His mother was Charlotte, youngest daughter of William Baird of Newbyth. He lost his father on 18 October 1791 and his mother in 1795, and he was brought up by Henry Dundas, 1st Viscount Melville and William Pitt the Younger. He was educated at Harrow, and St John's College, Cambridge, where he graduated with a Master of Arts in 1804. Before this, however, he had become Earl of Aberdeen on his grandfather's death in 1801, and had travelled all over Europe. On his return to Britain, he founded the Athenian Society. In 1805, he married Lady Catherine Elizabeth, daughter of John Hamilton, 1st Marquess of Abercorn. Political and diplomatic career, 1805–1828 In December 1805, Lord Aberdeen took his seat as a Tory Scottish representative peer in the House of Lords. In 1808, he was created a Knight of the Thistle. Following the death of his wife from tuberculosis in 1812 he joined the Foreign Service. He was appointed Ambassador Extraordinary and Minister Plenipotentiary to Austria, and signed the Treaty of Töplitz between Britain and Austria in Vienna in October 1813. In the company of the Austrian Emperor, Francis II, he was an observer at the decisive Coalition victory of the Battle of Leipzig in October 1813; he had met Napoleon in his earlier travels. He became one of the central diplomatic figures in European diplomacy at this time, and he was one of the British representatives at the Congress of Châtillon in February 1814, and at the negotiations which led to the Treaty of Paris in May of that year. Aberdeen was greatly affected by the aftermath of war which he witnessed at first hand. He wrote home:The near approach of war and its effects are horrible beyond what you can conceive. The whole road from Prague to [Teplitz] was covered with waggons full of wounded, dead, and dying. The shock and disgust and pity produced by such scenes are beyond what I could have supposed possible...the scenes of distress and misery have sunk deeper in my mind. I have been quite haunted by them. Returning home he was created a peer of the United Kingdom as Viscount Gordon, of Aberdeen in the County of Aberdeen (1814), and made a member of the Privy Council. In July 1815, he married his former sister-in-law Harriet, daughter of John Douglas, and widow of James Hamilton, Viscount Hamilton; the marriage was much less happy than his first. During the ensuing thirteen years Aberdeen took a less prominent part in public affairs. Political career, 1828–1852 Lord Aberdeen served as Chancellor of the Duchy of Lancaster between January and June 1828 and subsequently as Foreign Secretary until 1830 under the Duke of Wellington. He resigned with Wellington over the Reform Bill of 1832. He was Secretary of State for War and the Colonies in the first Peel ministry (December 1834 - April 1835), and again Foreign Secretary between 1841 and 1846 under Sir Robert Peel (second Peel ministry). It was during his second stint as Foreign Secretary that he had the harbor settlement of 'Little Hong Kong', on the south side of Hong Kong Island, named after him. It was probably the most productive period of his career; he settled two disagreements with the US: the northeast boundary dispute by the Webster-Ashburton Treaty (1842), and the Oregon dispute by the Oregon Treaty of 1846. He enjoyed the trust of Queen Victoria, which was still important for a Foreign Secretary. He worked closely with Henry Bulwer, his ambassador to Madrid, to help arrange marriages for Queen Isabella and her younger sister the Infanta Luisa Fernanda. They helped stabilize Spain's internal and external relations. He sought better relations with France, relying on his friendship with Guizot, but Britain was annoyed with France on a series of issues, especially French colonial policies, the right to search slave ships, the French desire to control Belgium, disputes in the Pacific and French intervention in Morocco. In opposition Aberdeen again followed his leader and resigned with Peel over the issue of the Corn Laws. After Peel's death in July 1850 he became the recognised leader of the Peelites. In August 1847, a general election of Parliament had been held which resulted in the election of 325 Tory/Conservative party members to Parliament. This represented 42.7% of the seats in Parliament. The main opposition to the Tory/Conservative Party was the Whig Party, which had 292 seats. While the Peelites agreed with the Whigs on issues dealing with international trade, there were other issues on which the Peelites disagreed with the Whigs. Indeed, Lord Aberdeen's own dislike of the Ecclesiastical Titles Assumption Bill, the rejection of which he failed to secure in 1851, prevented him from joining the Whig government of Lord John Russell in 1851. Additionally, 113 of the members of Parliament elected in 1847 were Free Traders. These members agreed with the Peelites on the repeal of the "Corn Laws", but they felt that the tariffs on all consumer products should be removed. Furthermore, 36 members of Parliament elected in 1847 were members of the "Irish Brigade", who voted with the Peelites and the Whigs for the repeal of the Corn Laws because they sought an end the Great Irish Famine by means of cheaper wheat and bread prices for the poor and middle classes in Ireland. Currently, however, the Free Traders and the Irish Brigade had disagreements with the Whigs that prevented them from joining with the Whigs to form a government. Accordingly, the Tory/Conservative Party leader the Earl of Derby was asked to form a "minority government". Derby appointed Benjamin Disraeli as the Chancellor of the Exchequer for the minority government. The general election in July 1852 had no clear winner. When in December 1852 Disraeli submitted his budget to Parliament on behalf of the minority government, the Peelites, the Free Traders, and the Irish Brigade were all alienated by the proposed budget. Accordingly, those groups suddenly forgot their differences with the Whig Party and voted with the Whigs against the proposed budget. The vote was 286 in favour of the budget and 305 votes against the budget. Because the leadership of the minority government had made the vote on the budget vote a vote of confidence, the defeat of the Disraeli budget was a "vote of no confidence" in the minority government and meant its downfall. Lord Aberdeen was asked to form a new government; Gladstone became his Chancellor. Prime Minister, 1852–1855 Following the downfall of the Tory/Conservative minority government under Lord Derby in December 1852, Lord Aberdeen formed a new government from the coalition of Free Traders, Peelites, and Whigs that had voted no confidence in the minority government. Lord Aberdeen was able to put together a coalition that held 53.8% of the seats of Parliament. Thus Lord Aberdeen, a Peelite, became Prime Minister and headed a coalition ministry of Whigs and Peelites. Although united on international trade issues and on questions of domestic reform, his cabinet also contained Lord Palmerston and Lord John Russell, who were certain to differ on questions of foreign policy. Charles Greville wrote in his Memoirs, "In the present cabinet are five or six first-rate men of equal, or nearly equal, pretensions, none of them likely to acknowledge the superiority or defer to the opinions of any other, and every one of these five or six considering himself abler and more important than their premier"; and Sir James Graham wrote, "It is a powerful team, but it will require good driving", which Aberdeen was unable to provide. During the administration, much trouble was caused by the rivalry between Palmerston and Russell, and over the course of it Palmerston managed to out-manoeuvre Russell to emerge as the Whig heir apparent. The cabinet also included a single Radical, Sir William Molesworth, but much later, when justifying to the Queen his own new appointments, Gladstone told her: "For instance, even in Ld Aberdeen's Govt, in 52, Sir William Molesworth had been selected, at that time, a very advanced Radical, but who was perfectly harmless, & took little, or no part.... He said these people generally became very moderate, when they were in office", which she admitted had been the case. One of the foreign policy issues on which Palmerston and Russell disagreed was the type of relationship that Britain should have with France and especially France's ruler, Louis-Napoléon Bonaparte. Bonaparte was the nephew of the famous Napoleon Bonaparte, who had become dictator and then Emperor of France from 1804 until 1814. The younger Bonaparte had been elected to a three-year term as President of the Second Republic of France on 20 December 1848. The Constitution of the Second Republic limited the President to a single term in office. Thus, Louis Bonaparte would be unable to succeed himself and after 20 December 1851 would no longer be President. Consequently, on 2 December 1851, shortly before the end of his single three-year term in office was to expire, Bonaparte staged a coup against the Second Republic in France, disbanded the elected Constituent Assembly, arrested some of the Republican leaders, and declared himself Emperor Napoleon III of France. This coup upset many democrats in England as well as in France. Some British government officials felt that Louis Bonaparte was seeking foreign adventure in the spirit of his uncle, Napoleon I. Consequently, these officials felt that any close association with Bonaparte would eventually lead Britain into another series of wars, like the wars with France and Napoleon dating from 1793 until 1815. British relations with France had scarcely improved since 1815. As prime minister, the Earl of Aberdeen was one of these officials who feared France and Bonaparte. However, other British government officials were beginning to worry more about the rising political dominance of the Russian Empire in eastern Europe and the corresponding decline of the Ottoman Empire. Lord Palmerston at the time of Louis Bonaparte's 2 December 1851 coup was serving as the Secretary of State for Foreign Affairs in the Whig government of Prime Minister Lord John Russell. Without informing the rest of the cabinet or Queen Victoria, Palmerston had sent a private note to the French ambassador endorsing Louis Bonaparte's coup and congratulating Louis Bonaparte himself on the coup. Queen Victoria and members of the Russell government demanded that Palmerston be dismissed as Foreign Minister. Russell requested Palmerston's resignation and Palmerston reluctantly provided it. In February 1852, Palmerston took revenge on Russell by voting with the Conservatives in a "no confidence" vote against the Russell government. This brought an end to the Russell Whig government and set the stage for a general election in July 1852 which eventually brought the Conservatives to power in a minority government under the Earl of Derby. Later in the year, another problem facing the Earl of Aberdeen in the formation of his own new government in December 1852 was Lord John Russell himself. Russell was the leader of the Whig Party, the largest group in the coalition government. Consequently, Lord Aberdeen, was required to appoint Russell as the Secretary of State for Foreign Affairs, which he had done on 29 December 1852. However, Russell sometimes liked to use this position to speak for the whole government, as if he were the prime minister. In 1832, Russell had been nicknamed "Finality John" because of his statement that the 1832 Reform Act had just been approved by both the House of Commons and the House of Lords would be the "final" expansion of the vote in Britain. There would be no further extension of the ballot to the common people of Britain. However, as political pressure in favour of further reform had risen over the twenty years since 1832, Russell had changed his mind. Russell had said, in January 1852, that he intended to introduce a new reform bill into the House of Commons which would equalise the populations of the districts from which members of Parliament were elected. Probably as a result of their continuing feud, Palmerston declared himself against this Reform Bill of 1852. As a result, support for the bill dwindled and Russell was forced to change his mind again and not introduce any Reform Bill in 1852. In order to form the coalition government, the Earl of Aberdeen had been required to appoint both Palmerston and Russell to his cabinet. Because of the controversy surrounding Palmerston's removal as Secretary of State for Foreign Affairs, Palmerston could not now be appointed Foreign Minister again so soon after his removal from that position. Accordingly, on 28 December 1852, Aberdeen appointed Palmerston as Home Secretary and appointed Russell as Foreign Minister. The "Eastern Question" Given the differences of opinion within the Lord Aberdeen cabinet over the direction of foreign policy with regard to relations between Britain and France under Napoleon III, it is not surprising that debate raged within the government as Louis Bonaparte, now assuming the title of Emperor Napoleon III. As Prime Minister of the Peelite/Whig coalition government, Aberdeen eventually led Britain into war on the side of the French and Ottomans against the Russian Empire. This war would eventually be called the Crimean War, but throughout the foreign policy negotiations surrounding the dismemberment of the Ottoman Empire, which would continue throughout the middle and end of nineteenth century, the problem would be referred to as the "Eastern Question". The cabinet was bitterly divided. Palmerston stirred up anti-reform feeling in Parliament and pro-war public opinion to out-maneuver Russell. The result was that the weak Aberdeen government went to war with Russia as the result of internal British political rivalries. Aberdeen accepted Russian arguiments at face value because he sympathised with Russian interests against French pressure and was not in favour of the Crimean War. However, he was unable to resist the pressure that was being exerted on him by Palmerston's faction. In the end, the Crimean War proved to be the downfall of his government. The Eastern Question flared up on 2 December 1852, with the Napoleon's coup against the Second Republic. As Napoleon III was forming his new imperial government, he sent an ambassador to the Ottoman Empire with instructions to assert France's right to protect Christian sites in Jerusalem and the Holy Land. The Ottoman Empire agreed to this condition to avoid conflict or even war with France. Aberdeen, as Foreign Secretary in 1845, had himself tacitly authorised the construction of the first Anglican church in Jerusalem, following his predecessor's commission in 1838 of the first European Consul in Jerusalem on Britain's behalf, which lead to series of successive appointments by other nations. Both resulted from Lord Shaftesbury's canvassing with substantial public support. Nevertheless, Britain became increasingly worried about the situation in Turkey, and Prime Minister Aberdeen sent Lord Stratford de Redcliffe, a diplomat with vast experience in Turkey, as a special envoy to the Ottoman Empire to guard British interests. Russia protested the Turkish agreement with the French as a violation of the Treaty of Küçük Kaynarca of 1778, which ended the Russo-Turkish War (1768–1774). Under the treaty, the Russians had been granted the exclusive right to protect the Christian sites in the Holy Land. Accordingly, on 7 May 1853, the Russians sent Prince Alexander Sergeyevich Menshikov, one their premier statesmen, to negotiate a settlement of the issue. Prince Menshikov called the attention of the Turks to the fact that during the Russo-Turkish War, the Russians had occupied the Turkish-controlled provinces of Wallachia and Moldavia on the north bank of the Danube River, and he reminded them that pursuant to the Treaty of Küçük Kaynarca, the Russians had returned these "Danubian provinces" to Ottoman control in exchange for the right to protect the Christian sites in the Holy Land. Accordingly, the Turks reversed themselves and agreed with the Russians. The French sent one of their premier ships-of-the-line, the Charlemagne, to the Black Sea as a show of force. In light of the French show of force, the Turks, again, reversed themselves and recognised the French right to protect the Christian sites. Lord Stratford de Redcliffe was advising the Ottomans during this time, and later it was alleged that he had been instrumental in persuading the Turks to reject the Russian arguments. As war became inevitable, Aberdeen wrote to Russell: The abstract justice of the cause, although indisputable, is but a poor consolation for the inevitable calamities of all war, or for a decision which I am not without fear may prove to have been impolitic and unwise. My conscience upbraids me the more, because seeing, as I did from the first, all that was to be apprehended, it is possible that by a little more energy and vigour, not on the Danube, but in Downing Street, it might have been prevented. Crimean War 1853–1856 In response this latest change of mind by the Ottomans, the Russians on 2 July 1853 occupied the Turkish satellite states of Wallachia and Moldavia, as they had during the Russo-Turkish War of 1768–1774. Almost immediately, the Russian troops deployed along the northern banks of the Danube River, implying that they might cross the river. Aberdeen ordered the British Fleet to Constantinople and later into the Black Sea. On 23 October 1853, the Ottoman Empire declared war on Russia. A Russian naval raid on Sinope, on 30 November 1853, resulted in the destruction of the Turkish fleet in the battle of Sinope. When Russia ignored an Anglo-French ultimatum to abandon the Danubian provinces, Britain and France declared war on Russia on 28 March 1854. In September 1854, British and French troops landed on the Crimean peninsula at Eupatoria, north of Sevastopol. The Allied troops then moved across the Alma River on 20 September 1854 at the battle of Alma and set siege to the fort of Sevastopol. A Russian attack on the allied supply base at Balaclava on 25 October 1854 was rebuffed. The Battle of Balaclava is noted for its famous (or rather infamous) Charge of the Light Brigade. On 5 November 1854, Russian forces tried to relieve the siege at Sevastopol and defeat the Allied armies in the field in the Battle of Inkerman. However, this attempt failed. Dissatisfaction as to the course of the war grew in England. As reports returned detailing the mismanagement of the conflict, Parliament began to investigate. On 29 January 1855, John Arthur Roebuck introduced a motion for the appointment of a select committee to enquire into the conduct of the war. This motion was carried by the large majority of 305 in favour and 148 against. Treating this as a vote of no confidence in his government, Aberdeen resigned, and retired from active politics, speaking for the last time in the House of Lords in 1858. In visiting Windsor Castle to resign, he told the Queen: "Nothing could have been better, he said than the feeling of the members towards each other. Had it not been for the incessant attempts of Ld John Russell to keep up party differences, it must be acknowledged that the experiment of a coalition had succeeded admirably. We discussed future possibilities & agreed that nothing remained to be done, but to offer the Govt to Ld Derby,...". The Queen continued to criticise Lord John Russell for his behaviour for the rest of his life; on his death in 1878 her journal records that he was "A man of much talent, who leaves a name behind him, kind, & good, with a great knowledge of the constitution, who behaved very well, on many trying occasions; but he was impulsive, very selfish (as shown on many occasions, especially during Ld Aberdeen's administration) vain, & often reckless & imprudent". Relations with the United States British-American relations had been troublesome under Palmerston, but Aberdeen proved much more conciliatory, and worked well with Daniel Webster, the American Secretary of State who was himself an Anglophile. In 1842, Aberdeen sent Lord Ashburton to Washington to settle all disputes, especially the border between Canada and Maine, the boundary along the Great Lakes, the Oregon boundary, the African slave trade, the Caroline affair about boundaries in 1837 and the Creole case of 1841 involving a slave revolt on the high seas. The Webster–Ashburton Treaty of 1842 solved the most of the problems amicably. Thus Maine got most of the disputed land, but Canada obtained a vital, strategic strip of land connecting it to a warm water port. Aberdeen helped solve the Oregon dispute amicably in 1846. However, as prime minister, Aberdeen had trouble with the United States. In 1854 an American naval vessel bombarded the mosquito port of Greytown, Nicaragua in retaliation for an insult; Britain protested. Later in 1846, the United States announced its intention of annexing Hawaii, and Britain not only complained but sent a naval force to make the point. Negotiations for reciprocal trade agreement between the United States and Canada dragged on for eight years until a reciprocity treaty was reached in 1854. Legacy Aberdeen was generally successful as a hard-working diplomat, but his reputation has suffered greatly because of the lack of military success in the Crimean War and from the ridicule of enemies such as Disraeli who regarded him as weak, inefficient, and cold. Before the Crimean debacle that ended his career he scored numerous diplomatic triumphs, starting in 1813-14 when as ambassador to the Austrian Empire he negotiated the alliances and financing that led to the defeat of Napoleon. In Paris, he normalized relations with the newly-restored Bourbon government and convinced London it could be trusted. He worked well with top European diplomats such as his friends Klemens von Metternich in Vienna and François Guizot in Paris. He brought Britain into the center of Continental diplomacy on critical issues, such as the local wars in Greece, Portugal, and Belgium. Simmering troubles on numerous issues with the United States were ended by friendly compromises. He played a central role in winning the Opium Wars against China, gaining control of Hong Kong in the process. Family Lord Aberdeen married Lady Catherine Elizabeth Hamilton (10 January 1784 – 29 February 1812; daughter of Lord Abercorn) on 28 July 1805. They had four children. Lady Jane Hamilton-Gordon (11 February 1807 – 18 August 1824) died at the age of seventeen years old Lady Charlotte Catherine Hamilton-Gordon (28 March 1808 – 24 July 1818) died at the age of ten years old. Lady Alice Hamilton-Gordon (12 July 1809 – 21 April 1829) died at the age of nineteen years old. unnamed Gordon, Lord Haddo (23 November 1810 – 23 November 1810) He remarried Harriet Douglas (paternal granddaughter of James Douglas, 14th Earl of Morton and maternal granddaughter of Edward Lascelles, 1st Earl of Harewood) on 8 July 1815. They had five children: George John James Hamilton-Gordon, 5th Earl of Aberdeen (28 September 1816 – 22 March 1864). He married Lady Mary Baillie (younger sister of George Baillie-Hamilton, 10th Earl of Haddington) on 5 November 1840. They had six children. General Sir Alexander Hamilton-Gordon (11 December 1817 – 19 May 1890). He married Caroline Herschel (daughter of Sir John Herschel, 1st Baronet) on 9 December 1852. They had nine children. Lady Frances Hamilton-Gordon (4 December 1818 – 20 April 1834) died at the age of fifteen years old. Reverend Hon. Douglas Hamilton-Gordon (13 March 1824 – 6 December 1901). He married Lady Ellen Douglas (maternal first cousin) on 15 July 1851. Arthur Charles Hamilton-Gordon (26 November 1829 – 30 January 1912). He married Rachel Emily Shaw-Lefevre on 20 September 1865. They had two children. The Countess of Aberdeen died in August 1833. Lord Aberdeen died at Argyll House, St. James's, London, on 14 December 1860, and was buried in the family vault at Stanmore church. In 1994 the novelist, columnist, and politician Ferdinand Mount used George Gordon's life as the basis for a historical novel, Umbrella. Apart from his political career, Aberdeen was also a scholar of the classical civilisations, who published An Inquiry into the Principles of Beauty in Grecian Architecture (London, 1822) and was referred to by his cousin Lord Byron in his English Bards and Scotch Reviewers (1809) as "the travell'd thane, Athenian Aberdeen." He was appointed Chancellor of the University of Aberdeen in 1827 and was President of the Society of Antiquaries of London. Ancestry Religious interests Aberdeen's biographer Muriel Chamberlain summarises, "Religion never came easy to him". In his Scots landowning capacity "North of the border, he considered himself ex officio a Presbyterian". In England "he privately considered himself an Anglican"; as early as 1840 he told Gladstone he preferred what Aberdeen called "the sister church [of England]" and when in London worshipped at St James's Piccadilly. He was ultimately buried in the Anglican parish church at Stanmore, Middlesex. He was a member of the General Assembly of the Church of Scotland from 1818 to 1828 and exercised his existing rights to present ministers to parishes on his Scottish estates through a time when the right of churches to veto the appointment or 'call' of a minister became so contentious as to lead in 1843 to the schism known as "the Disruption" when a third of ministers broke away to form the Free Church of Scotland. In the House of Lords, in 1840 and 1843, he raised two Compromise Bills to allow presbyteries but not congregations the right of veto. The first failed to pass (and was voted against by the General Assembly) but the latter, raised post-schism, became law for Scotland and remained in force until patronage of Scots livings was abolished in 1874. It was under his prime ministership that the revival of the Convocations of Canterbury and York began, though they did not obtain their potential power till 1859. He is said in the last few months of his life, after the Crimean War, to have declined to contribute to building a church on his Scotland estates because of a sense of guilt in having "shed much blood", citing biblically King David's being forbidden to build the Temple in Jerusalem. Notes Bibliography Anderson, Olive. A liberal state at war: English politics and economics during the Crimean War (1967). online Balfour, Frances. The life of George, fourth earl of Aberdeen (vol 1 1922) online Balfour, Frances. The life of George, fourth earl of Aberdeen (vol 2 1922) online Butcher, Samuel J. "Lord Aberdeen and Conservative Foreign Policy, 1841-1846" (PhD Diss. University of East Anglia, 2015) online. Cecil, Algernon. British foreign secretaries, 1807-1916: studies in personality and policy (1927). pp 89–130. online MacIntyre, Angus, review of Lord Aberdeen. A Political Biography by Muriel E. Chamberlain, The English Historical Review, 100#396 (1985), pp. 641–644, JSTOR Guymer, Laurence. "The Wedding Planners: Lord Aberdeen, Henry Bulwer, and the Spanish Marriages, 1841–1846." Diplomacy & Statecraft 21.4 (2010): 549-573. Hoppen, K. Theodore. The Mid-Victorian Generation 1846–1886 (2000), Wide-ranging scholarly survey of the entire era. Iremonger, Lucille. Lord Aberdeen: a biography of the fourth Earl of Aberdeen, KG, KT, Prime Minister 1852–1855 (1978) online free to borrow Martin, Kingsley. The triumph of Lord Palmerston: a study of public opinion in England before the Crimean War (Hutchinson, 1963). Online Martin, B. K., "The Resignation of Lord Palmerston in 1853: Extracts from Unpublished Letters of Queen Victoria and Lord Aberdeen", Cambridge Historical Journal, Vol. 1, No. 1 (1923), pp. 107–112, Cambridge University Press, JSTOR Seton-Watson, R. W. Britain in Europe, 1789–1914: A survey of foreign policy (1937) pp 223–40. online Temperley, Harold W. V. England and the Near East: The Crimea (1936) online Temperley, Harold and L.M. Penson, eds. Foundations of British Foreign Policy: From Pitt (1792) to Salisbury (1902) (1938), primary sources online External links More about The Earl of Aberdeen on the Downing Street website. 1784 births 1860 deaths 19th-century prime ministers of the United Kingdom 19th-century British politicians 19th-century Scottish politicians Alumni of St John's College, Cambridge British Secretaries of State British Secretaries of State for Foreign Affairs Chancellors of the Duchy of Lancaster Chancellors of the University of Aberdeen Diplomatic peers 04 Fellows of the Royal Society of Edinburgh Fellows of the Royal Society Knights of the Thistle Knights of the Garter Lord-Lieutenants of Aberdeenshire Members of the Privy Council of the United Kingdom People educated at Harrow School Politicians from Edinburgh Prime Ministers of the United Kingdom Scottish antiquarians Scottish diplomats 19th-century Scottish landowners Scottish representative peers 01 19th-century British diplomats Fellows of the Society of Antiquaries of Scotland Presidents of the Society of Antiquaries of London Grand Crosses of the Order of Saint Stephen of Hungary Leaders of the House of Lords 19th-century British businesspeople
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The Gulf of Oman or Sea of Oman ( khalīj ʿumān; daryâ-ye omân), also known as Gulf of Makran or Sea of Makran ( khalīj makrān; daryâ-ye makrān), is a gulf that connects the Arabian Sea with the Strait of Hormuz, which then runs to the Persian Gulf. It borders Iran and Pakistan on the north, Oman on the south, and the United Arab Emirates on the west. Extent The International Hydrographic Organization defines the limits of the Gulf of Oman as follows: Exclusive economic zone Exclusive economic zones in Persian Gulf: Border and Basin countries Coastline length of bordering countries: - 850 km Coastline - 750 km Coastline - 50 km Coastline - 50 km Coastline Alternative names The Gulf of Oman historically and geographically has been referred to with different names by Arabian, Iranian, Indian, Pakistani and European geographers and travelers, including Makran Sea and Akhzar Sea. Makran Sea Akhzar Sea Persian Sea (Consist of whole of Persian gulf and gulf of Oman) Until the 18th century it was known as Makran Sea and is also visible on historical maps and museums. Major ports Port of Fujairah, Fujairah, United Arab Emirates Khor Fakkan Container Terminal, Khor Fakkan, United Arab Emirates Port of Chabahar, Chabahar, Iran Port Sultan Qaboos, Muttrah, Oman International trade The Western side of the gulf connects to the Strait of Hormuz, a strategic route through which a third of the world's liquefied natural gas and 20% of global oil consumption passes from Middle East producers. Ecology In 2018, scientists confirmed the Gulf of Oman contains one of the world's largest marine dead zones, where the ocean contains little or no oxygen and marine wildlife cannot exist. The dead zone encompasses nearly the entire Gulf of Oman, equivalent to the size of Florida, United States of America. The cause is a combination of increased ocean warming and increased runoff of nitrogen and phosphorus from fertilizers. International underwater rail tunnel In 2018, a rail tunnel under the sea was suggested to link the UAE with the western coast of India. The bullet train tunnel would be supported by pontoons and be nearly in length. See also Strait of Hormuz Persian Gulf Eastern Arabia Musandam Peninsula History of the United Arab Emirates#The pearling industry and the Portuguese empire: 16th - 18th century Saeed bin Butti#Perpetual Maritime Truce Trucial States Sultan bin Saqr Al Qasimi#Perpetual Maritime Truce of 1853 Persian Gulf campaign of 1809 Persian Gulf campaign of 1819 General Maritime Treaty of 1820 May 2019 Gulf of Oman incident June 2019 Gulf of Oman incident Geography of Oman Geography of Iran Geography of United Arab Emirates Geography of Pakistan References Further reading "The Book of Duarte Barbosa" by Duarte Barbosa, Mansel Longworth Dames. 1989. p. 79. "The Natural History of Pliny". by Pliny, Henry Thomas Riley, John Bostock. 1855. p. 117 "The Countries and Tribes of the Persian Gulf" by Samuel Barrett Miles - 1966. p. 148 "The Life & Strange Surprising Adventures of Robinson Crusoe of York, Mariner". by Daniel Defoe. 1895. p. 279 "The Outline of History: Being a Plain History of Life and Mankind". by Herbert George Well. 1920. p. 379. "The New Schaff-Herzog Encyclopedia of Religious Knowledge" by Johann Jakob Herzog, Philip Schaff, Albert Hauck. 1910. p. 242 Gulfs of Iran Seas of Iran Bodies of water of Iran Oman Bodies of water of Pakistan Bodies of water of Oman Bodies of water of the United Arab Emirates Oman Bodies of water of the Arabian Sea Iran–Pakistan border Oman–United Arab Emirates border
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Greens may refer to: Leaf vegetables such as collard greens, mustard greens, spring greens, winter greens, spinach, etc. Politics Supranational Green politics Green party, political parties adhering to Green politics Global Greens European Green Party Established parties Green Party (disambiguation) The Greens (disambiguation) Other Green Party of the United States Australian Greens Green armies, peasant-based groups participating in the Russian Civil War of 1917–23 Green Movement (disambiguation) The Greens, an early 20th-century nationalist and separatist political and military movement in Montenegro Greens, a political faction and associated chariot-racing team in the Byzantine empire; involved in the deadly Nika riots of 532 Places Greens Farms, Connecticut, United States Greens Ledge Light on Long Island Sound, United States Greens Norton village in Northamptonshire, England Greens Pool beach on the south coast of Western Australia Greens Restaurant in San Francisco, California, United States Millennium Greens and Doorstep Greens, locally owned and managed public spaces in England Breckenridge Greens (Edmonton), Potter Greens, Suder Greens - neighbourhoods in Alberta, Canada In sport Ashland Greens basketball team in Pennsylvania, United States Bentleigh Greens soccer team in a suburb of Melbourne, Victoria, Australia Baywood Greens public golf club in Long Neck, Delaware, United States Greens Worldwide sports management company Greens (golf), the very closely mown areas of a golf course around the holes, maintained by a Greenskeeper Manufacturing A British brand of railway locomotives, road rollers and other products; see Thomas Green & Son See also Green (disambiguation)
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The Gallipoli peninsula (; ; , ) is located in the southern part of East Thrace, the European part of Turkey, with the Aegean Sea to the west and the Dardanelles strait to the east. Gallipoli is the Italian form of the Greek name (), meaning 'beautiful city', the original name of the modern town of Gelibolu. In antiquity, the peninsula was known as the Thracian Chersonese (, ; ). The peninsula runs in a south-westerly direction into the Aegean Sea, between the Dardanelles (formerly known as the Hellespont), and the Gulf of Saros (formerly the bay of Melas). In antiquity, it was protected by the Long Wall, a defensive structure built across the narrowest part of the peninsula near the ancient city of Agora. The isthmus traversed by the wall was only 36 stadia in breadth or about , but the length of the peninsula from this wall to its southern extremity, Cape Mastusia, was 420 stadia or about . History Antiquity and Middle Ages In ancient times, the Gallipoli Peninsula was known as the Thracian Chersonesus (from Greek , 'peninsula') to the Greeks and later the Romans. It was the location of several prominent towns, including Cardia, Pactya, Callipolis (Gallipoli), Alopeconnesus (), Sestos, Madytos, and Elaeus. The peninsula was renowned for its wheat. It also benefited from its strategic importance on the main route between Europe and Asia, as well as from its control of the shipping route from Crimea. The city of Sestos was the main crossing-point on the Hellespont. According to Herodotus, the Thracian tribe of Dolonci () (or 'barbarians' according to Cornelius Nepos) held possession of Chersonesus before the Greek colonization. Then, settlers from Ancient Greece, mainly of Ionian and Aeolian stock, founded about 12 cities on the peninsula in the 7th century BC. The Athenian statesman Miltiades the Elder founded a major Athenian colony there around 560 BC. He took authority over the entire peninsula, augmenting its defences against incursions from the mainland. It eventually passed to his nephew, the more famous Miltiades the Younger, about 524 BC. The peninsula was abandoned to the Persians in 493 BC after the beginning of the Greco-Persian Wars (499–478 BC). The Persians were eventually expelled, after which the peninsula was for a time ruled by Athens, which enrolled it into the Delian League in 478 BC. The Athenians established a number of cleruchies on the Thracian Chersonese and sent an additional 1,000 settlers around 448 BC. Sparta gained control after the decisive battle of Aegospotami in 404 BC, but the peninsula subsequently reverted to the Athenians. During the 4th century BC, the Thracian Chersonese became the focus of a bitter territorial dispute between Athens and Macedon, whose king Philip II sought possession. It was eventually ceded to Philip in 338 BC. After the death of Philip's son Alexander the Great in 323 BC, the Thracian Chersonese became the object of contention among Alexander's successors. Lysimachus established his capital Lysimachia here. In 278 BC, Celtic tribes from Galatia in Asia Minor settled in the area. In 196 BC, the Seleucid king Antiochus III seized the peninsula. This alarmed the Greeks and prompted them to seek the aid of the Romans, who conquered the Thracian Chersonese, which they gave to their ally Eumenes II of Pergamon in 188 BC. At the extinction of the Attalid dynasty in 133 BC it passed again to the Romans, who from 129 BC administered it in the Roman province of Asia. It was subsequently made a state-owned territory () and during the reign of the emperor Augustus it was imperial property. The Thracian Chersonese was part of the Eastern Roman Empire from its foundation in 330 AD. In 443 AD, Attila the Hun invaded the Gallipoli Peninsula during one of the last stages of his grand campaign that year. He captured both Callipolis and Sestus. Aside from a brief period from 1204 to 1235, when it was controlled by the Republic of Venice, the Byzantine Empire ruled the territory until 1356. During the night between 1 and 2 March 1354, a strong earthquake destroyed the city of Gallipoli and its city walls, weakening its defenses. Ottoman era Ottoman conquest Within a month after the devastating 1354 earthquake the Ottomans besieged and captured the town of Gallipoli, making it the first Ottoman stronghold in Europe and the staging area for Ottoman expansion across the Balkans. The Savoyard Crusade recaptured Gallipoli for Byzantium in 1366, but the beleaguered Byzantines were forced to hand it back in September 1376. The Greeks living there were allowed to continue their everyday activities. In the 19th century, Gallipoli (, ) was a district () in the Vilayet of Adrianople, with about thirty thousand inhabitants: comprising Greeks, Turks, Armenians and Jews. Crimean War (1853–1856) Gallipoli became a major encampment for British and French forces in 1854 during the Crimean War, and the harbour was also a stopping-off point between the western Mediterranean and Istanbul (formerly Constantinople). In March 1854 British and French engineers constructed an line of defence to protect the peninsula from a possible Russian attack and so secure control of the route to the Mediterranean Sea. First Balkan War (1912–1913) During the First Balkan War, the 1913 Battle of Bulair and several minor skirmishes took place there. At 1913 the Ottoman army "destroyed, looted, and burned all the Greek villages near Gallipoli". The Report of the International Commission on the Balkan Wars mention destruction and massacres in the area by the Ottoman army against Greek and Bulgarian population. The Ottoman Government, under the pretext that a village was within the firing line, ordered its evacuation within three hours. The residents abandoned everything they possessed, left their village and went to Gallipoli. Seven of the Greek villagers who stayed two minutes later than the three-hour limit allowed for the evacuation were shot by the soldiers. After the end of the Balkan War the exiles were allowed to return. But as the Government allowed only the Turks to rebuild their houses and furnish them, the exiled Greeks were compelled to remain in Gallipoli. World War I: Gallipoli Campaign (1914–1918) During World War I (1914-1918), French, British and allied forces (Australian, New Zealand, Newfoundland, Irish and Indian) fought the Gallipoli campaign (1915-1916) in and near the peninsula, seeking to secure a sea route to relieve their eastern ally, Russia. The Ottomans set up defensive fortifications along the peninsula and contained the invading forces. In early 1915, attempting to seize a strategic advantage in World War I by capturing Istanbul (formerly Constantinople), the British authorised an attack on the peninsula by French, British and British Empire forces. The first Australian troops landed at ANZAC Cove early in the morning of 25 April 1915. After eight months of heavy fighting the last Allied soldiers withdrew by 9 January 1916. The campaign, one of the greatest Ottoman victories during the war, is considered by historians as a major Allied failure. Turks regard it as a defining moment in their nation's history: a final surge in the defence of the motherland as the Ottoman Empire crumbled. The struggle formed the basis for the Turkish War of Independence and the founding of the Republic of Turkey eight years later under President Mustafa Kemal Atatürk, who first rose to prominence as a commander at Gallipoli. The Ottoman Empire instituted the Gallipoli Star as a military decoration in 1915 and awarded it throughout the rest of World War I. The campaign was the first major military action of Australia and New Zealand (or Anzacs) as independent dominions. The date of the landing, 25 April, is known as "Anzac Day". It remains the most significant commemoration of military casualties and "returned soldiers" in Australia and New Zealand. On the Allied side one of the promoters of the expedition was Britain's First Lord of the Admiralty, Winston Churchill, whose bullish optimism hurt his reputation that took years to recover. Whilst the underlying strategic concept of the campaign was sound the military forces of the WW1 lacked the logistical, technological and tactical capabilities to undertake an operation of this scope against a determined, well equipped defender. The all arms coordination and logistical capabilities required to successfully prosecute such a campaign would only be achieved several decades later, during the successful Allied amphibious invasions of Europe and the Pacific during WW2. Prior to the Allied landings in April 1915, the Ottoman Empire deported Greek residents from Gallipoli and surrounding region and from the islands in the sea of Marmara, to the interior where they were at the mercy of hostile Turks. The Greeks had little time to pack and the Ottoman authorities permitted them to take only some bedding and the rest was handed over to the Government. The Turks also plundered Greek houses and properties. A testimony of a deportee described how the deportees were forced onto crowded steamers, standing-room only; how, on disembarking, men of military age were removed (for forced labour in the labour battalions of the Ottoman army) and how the rest were "scattered… among the farms like ownerless cattle". The Metropolitan of Gallipoli wrote on 17 July 1915 that the extermination of the Christian refugees was methodical. He also mentions that "The Turks, like beasts of prey, immediately plundered all the Christians' property and carried it off. The inhabitants and refugees of my district are entirely without shelter, awaiting to be sent no one knows where ...". Many Greeks died from hunger and there were frequent cases of rape among women and young girls, as well as their forced conversion to Islam. In some cases, Muhacirs appeared in the villages even before the Greek inhabitants deported and stoned the houses and threatened the inhabitants that they would kill them if they didn't leave. Greco-Turkish War (1919–1922) Greek troops occupied Gallipoli on 4 August 1920 during the Greco-Turkish War of 1919–22, considered part of the Turkish War of Independence. After the Armistice of Mudros of 30 October 1918 it became a Greek prefecture centre as Kallipolis. However, Greece was forced to withdraw from Eastern Thrace after the Armistice of Mudanya of October 1922. Gallipoli was briefly handed over to British troops on 20 October 1922, but finally returned to Turkish rule on 26 November 1922. In 1920, after the defeat of the Russian White army of General Pyotr Wrangel, a significant number of émigré soldiers and their families evacuated to Gallipoli from the Crimean Peninsula. From there, many went to European countries, such as Yugoslavia, where they found refuge. There are now many cemeteries and war memorials on the Gallipoli peninsula. Turkish Republic Between 1923 and 1926 Gallipoli became the centre of Gelibolu Province, comprising the districts of Gelibolu, Eceabat, Keşan and Şarköy. After the dissolution of the province, it became a district centre in Çanakkale Province. Notable people Ahmed Bican (1398 – ), author Piri Reis (1465/70 – 1553), admiral, geographer and cartographer Mustafa Âlî (1541–1600), Ottoman historian, politician and writer Sofia Vembo (1910–1978), Greek singer and actress References External links Gallipoli Peninsula Historical National Park photos with info Tours of Gallipoli Australia's role in the Gallipoli Campaign – Website (ABC and Dept of Veteran's Affairs) Dardanelles Geography of Thrace Ancient Greek archaeological sites in Turkey Landforms of Çanakkale Province Gelibolu Peninsulas of Turkey Tourist attractions in Çanakkale Province Territories of the Republic of Venice World Heritage Tentative List for Turkey Places of the Greek genocide
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Aspect is a grammatical category that expresses how an action, event, or state, denoted by a verb, extends over time. Perfective aspect is used in referring to an event conceived as bounded and unitary, without reference to any flow of time during ("I helped him"). Imperfective aspect is used for situations conceived as existing continuously or repetitively as time flows ("I was helping him"; "I used to help people"). Further distinctions can be made, for example, to distinguish states and ongoing actions (continuous and progressive aspects) from repetitive actions (habitual aspect). Certain aspectual distinctions express a relation between the time of the event and the time of reference. This is the case with the perfect aspect, which indicates that an event occurred prior to (but has continuing relevance at) the time of reference: "I have eaten"; "I had eaten"; "I will have eaten". Different languages make different grammatical aspectual distinctions; some (such as Standard German; see below) do not make any. The marking of aspect is often conflated with the marking of tense and mood (see tense–aspect–mood). Aspectual distinctions may be restricted to certain tenses: in Latin and the Romance languages, for example, the perfective–imperfective distinction is marked in the past tense, by the division between preterites and imperfects. Explicit consideration of aspect as a category first arose out of study of the Slavic languages; here verbs often occur in pairs, with two related verbs being used respectively for imperfective and perfective meanings. The concept of grammatical aspect should not be confused with perfect and imperfect verb forms; the meanings of the latter terms are somewhat different, and in some languages, the common names used for verb forms may not follow the actual aspects precisely. Basic concept History The Indian linguist Yaska (c. 7th century BCE) dealt with grammatical aspect, distinguishing actions that are processes (bhāva), from those where the action is considered as a completed whole (mūrta). This is the key distinction between the imperfective and perfective. Yaska also applied this distinction to a verb versus an action nominal. Grammarians of the Greek and Latin languages also showed an interest in aspect, but the idea did not enter into the modern Western grammatical tradition until the 19th century via the study of the grammar of the Slavic languages. The earliest use of the term recorded in the Oxford English Dictionary dates from 1853. Modern usage Aspect is often confused with the closely related concept of tense, because they both convey information about time. While tense relates the time of referent to some other time, commonly the speech event, aspect conveys other temporal information, such as duration, completion, or frequency, as it relates to the time of action. Thus tense refers to temporally when while aspect refers to temporally how. Aspect can be said to describe the texture of the time in which a situation occurs, such as a single point of time, a continuous range of time, a sequence of discrete points in time, etc., whereas tense indicates its location in time. For example, consider the following sentences: "I eat", "I am eating", "I have eaten", and "I have been eating". All are in the present tense, indicated by the present-tense verb of each sentence (eat, am, and have). Yet since they differ in aspect each conveys different information or points of view as to how the action pertains to the present. Grammatical aspect is a formal property of a language, distinguished through overt inflection, derivational affixes, or independent words that serve as grammatically required markers of those aspects. For example, the K'iche' language spoken in Guatemala has the inflectional prefixes k- and x- to mark incompletive and completive aspect; Mandarin Chinese has the aspect markers -le 了, -zhe 着, zài- 在, and -guò 过 to mark the perfective, durative stative, durative progressive, and experiential aspects, and also marks aspect with adverbs; and English marks the continuous aspect with the verb to be coupled with present participle and the perfect with the verb to have coupled with past participle. Even languages that do not mark aspect morphologically or through auxiliary verbs, however, can convey such distinctions by the use of adverbs or other syntactic constructions. Grammatical aspect is distinguished from lexical aspect or aktionsart, which is an inherent feature of verbs or verb phrases and is determined by the nature of the situation that the verb describes. Common aspectual distinctions The most fundamental aspectual distinction, represented in many languages, is between perfective aspect and imperfective aspect. This is the basic aspectual distinction in the Slavic languages. It semantically corresponds to the distinction between the morphological forms known respectively as the aorist and imperfect in Greek, the preterite and imperfect in Spanish, the simple past (passé simple) and imperfect in French, and the perfect and imperfect in Latin (from the Latin perfectus, meaning "completed"). Essentially, the perfective aspect looks at an event as a complete action, while the imperfective aspect views an event as the process of unfolding or a repeated or habitual event (thus corresponding to the progressive/continuous aspect for events of short-term duration and to habitual aspect for longer terms). For events of short durations in the past, the distinction often coincides with the distinction in the English language between the simple past "X-ed," as compared to the progressive "was X-ing". Compare "I wrote the letters this morning" (i.e. finished writing the letters: an action completed) and "I was writing letters this morning" (the letters may still be unfinished). In describing longer time periods, English needs context to maintain the distinction between the habitual ("I called him often in the past" – a habit that has no point of completion) and perfective ("I called him once" – an action completed), although the construct "used to" marks both habitual aspect and past tense and can be used if the aspectual distinction otherwise is not clear. Sometimes, English has a lexical distinction where other languages may use the distinction in grammatical aspect. For example, the English verbs "to know" (the state of knowing) and "to find out" (knowing viewed as a "completed action") correspond to the imperfect and perfect forms of the equivalent verbs in French and Spanish, savoir and saber. This is also true when the sense of verb "to know" is "to know somebody", in this case opposed in aspect to the verb "to meet" (or even to the construction "to get to know"). These correspond to imperfect and perfect forms of conocer in Spanish, and connaître in French. In German, on the other hand, the distinction is also lexical (as in English) through verbs kennen and kennenlernen, although the semantic relation between both forms is much more straightforward since kennen means "to know" and lernen means "to learn". Aspect vs. tense The Germanic languages combine the concept of aspect with the concept of tense. Although English largely separates tense and aspect formally, its aspects (neutral, progressive, perfect, progressive perfect, and [in the past tense] habitual) do not correspond very closely to the distinction of perfective vs. imperfective that is found in most languages with aspect. Furthermore, the separation of tense and aspect in English is not maintained rigidly. One instance of this is the alternation, in some forms of English, between sentences such as "Have you eaten?" and "Did you eat?". In European languages, rather than locating an event time, the way tense does, aspect describes "the internal temporal constituency of a situation", or in other words, aspect is a way "of conceiving the flow of the process itself". English aspectual distinctions in the past tense include "I went, I used to go, I was going, I had gone"; in the present tense "I lose, I am losing, I have lost, I have been losing, I am going to lose"; and with the future modal "I will see, I will be seeing, I will have seen, I am going to see". What distinguishes these aspects within each tense is not (necessarily) when the event occurs, but how the time in which it occurs is viewed: as complete, ongoing, consequential, planned, etc. In most dialects of Ancient Greek, aspect is indicated uniquely by verbal morphology. For example, the very frequently used aorist, though a functional preterite in the indicative mood, conveys historic or 'immediate' aspect in the subjunctive and optative. The perfect in all moods is used as an aspectual marker, conveying the sense of a resultant state. E.g. – I see (present); – I saw (aorist); – I am in a state of having seen = I know (perfect). In many Sino-Tibetan languages, such as Mandarin, verbs lack grammatical markers of tense, but are rich in aspect (Heine, Kuteva 2010, p. 10). Markers of aspect are attached to verbs to indicate aspect. Event time is inferred through use of these aspectual markers, along with optional inclusion of adverbs. Lexical vs. grammatical aspect There is a distinction between grammatical aspect, as described here, and lexical aspect. Other terms for the contrast lexical vs. grammatical include: situation vs. viewpoint and inner vs. outer. Lexical aspect, also known as aktionsart, is an inherent property of a verb or verb-complement phrase, and is not marked formally. The distinctions made as part of lexical aspect are different from those of grammatical aspect. Typical distinctions are between states ("I owned"), activities ("I shopped"), accomplishments ("I painted a picture"), achievements ("I bought"), and punctual, or semelfactive, events ("I sneezed"). These distinctions are often relevant syntactically. For example, states and activities, but not usually achievements, can be used in English with a prepositional for-phrase describing a time duration: "I had a car for five hours", "I shopped for five hours", but not "*I bought a car for five hours". Lexical aspect is sometimes called Aktionsart, especially by German and Slavic linguists. Lexical or situation aspect is marked in Athabaskan languages. One of the factors in situation aspect is telicity. Telicity might be considered a kind of lexical aspect, except that it is typically not a property of a verb in isolation, but rather a property of an entire verb phrase. Achievements, accomplishments and semelfactives have telic situation aspect, while states and activities have atelic situation aspect. The other factor in situation aspect is duration, which is also a property of a verb phrase. Accomplishments, states, and activities have duration, while achievements and semelfactives do not. Indicating aspect In some languages, aspect and time are very clearly separated, making them much more distinct to their speakers. There are a number of languages that mark aspect much more saliently than time. Prominent in this category are Chinese and American Sign Language, which both differentiate many aspects but rely exclusively on optional time-indicating terms to pinpoint an action with respect to time. In other language groups, for example in most modern Indo-European languages (except Slavic languages and some Indo-Aryan languages like Hindi), aspect has become almost entirely conflated, in the verbal morphological system, with time. In Russian, aspect is more salient than tense in narrative. Russian, like other Slavic languages, uses different lexical entries for the different aspects, whereas other languages mark them morphologically, and still others with auxiliaries (e.g., English). In Hindi, the aspect marker is overtly separated from the tense/mood marker. Periphrastic Hindi verb forms consist of two elements. The first of these two elements is the aspect marker and the second element (the copula) is the common tense/mood marker. In literary Arabic ( al-fuṣḥā) the verb has two aspect-tenses: perfective (past), and imperfective (non-past). There is some disagreement among grammarians whether to view the distinction as a distinction in aspect, or tense, or both. The past verb ( al-fiʿl al-māḍī) denotes an event ( ḥadaṯ) completed in the past, but it says nothing about the relation of this past event to present status. For example, waṣala, "arrived", indicates that arrival occurred in the past without saying anything about the present status of the arriver – maybe they stuck around, maybe they turned around and left, etc. – nor about the aspect of the past event except insofar as completeness can be considered aspectual. This past verb is clearly similar if not identical to the Greek aorist, which is considered a tense but is more of an aspect marker. In the Arabic, aorist aspect is the logical consequence of past tense. By contrast, the "Verb of Similarity" ( al-fiʿl al-muḍāriʿ), so called because of its resemblance to the active participial noun, is considered to denote an event in the present or future without committing to a specific aspectual sense beyond the incompleteness implied by the tense: (yaḍribu, he strikes/is striking/will strike/etc.). Those are the only two "tenses" in Arabic (not counting amr, command or imperative, which is traditionally considered as denoting future events.) To explicitly mark aspect, Arabic uses a variety of lexical and syntactic devices. Contemporary Arabic dialects are another matter. One major change from al-fuṣḥā is the use of a prefix particle ( bi in Egyptian and Levantine dialects—though it may have a slightly different range of functions in each dialect) to explicitly mark progressive, continuous, or habitual aspect: , bi-yiktib, he is now writing, writes all the time, etc. Aspect can mark the stage of an action. The prospective aspect is a combination of tense and aspect that indicates the action is in preparation to take place. The inceptive aspect identifies the beginning stage of an action (e.g. Esperanto uses ek-, e.g. Mi ekmanĝas, "I am beginning to eat".) and inchoative and ingressive aspects identify a change of state (The flowers started blooming) or the start of an action (He started running). Aspects of stage continue through progressive, pausative, resumptive, cessive, and terminative. Important qualifications: Although the perfective is often thought of as representing a "momentary action", this is not strictly correct. It can equally well be used for an action that took time, as long as it is conceived of as a unit, with a clearly defined start and end, such as "Last summer I visited France". Grammatical aspect represents a formal distinction encoded in the grammar of a language. Although languages that are described as having imperfective and perfective aspects agree in most cases in their use of these aspects, they may not agree in every situation. For example: Some languages have additional grammatical aspects. Spanish and Ancient Greek, for example, have a perfect (not the same as the perfective), which refers to a state resulting from a previous action (also described as a previous action with relevance to a particular time, or a previous action viewed from the perspective of a later time). This corresponds (roughly) to the "have X-ed" construction in English, as in "I have recently eaten". Languages that lack this aspect (such as Portuguese, which is closely related to Spanish) often use the past perfective to render the present perfect (compare the roughly synonymous English sentences "Have you eaten yet?" and "Did you eat yet?"). In some languages, the formal representation of aspect is optional, and can be omitted when the aspect is clear from context or does not need to be emphasized. This is the case, for example, in Mandarin Chinese, with the perfective suffix le and (especially) the imperfective zhe. For some verbs in some languages, the difference between perfective and imperfective conveys an additional meaning difference; in such cases, the two aspects are typically translated using separate verbs in English. In Greek, for example, the imperfective sometimes adds the notion of "try to do something" (the so-called conative imperfect); hence, the same verb, in the imperfective (present or imperfect) and aorist, respectively, is used to convey look and see, search and find, listen and hear. (For example, ἠκούομεν (ēkouomen, "we listened") vs. ἠκούσαμεν (ēkousamen, "we heard").) Spanish has similar pairs for certain verbs, such as (imperfect and preterite, respectively) sabía ("I knew") vs. supe ("I found out"), podía ("I was able to") vs. pude ("I succeeded (in doing something)"), quería ("I wanted to") vs. quise ("I tried to"), and no quería ("I did not want to") vs. no quise ("I refused (to do something)"). Such differences are often highly language-specific. By language Germanic languages English The English tense–aspect system has two morphologically distinct tenses, past and non-past, the latter of which is also known as the present-future or, more commonly and less formally, simply the present. No marker of a distinct future tense exists on the verb in English; the futurity of an event may be expressed through the use of the auxiliary verbs "will" and "shall", by a non-past form plus an adverb, as in "tomorrow we go to New York City", or by some other means. Past is distinguished from non-past, in contrast, with internal modifications of the verb. These two tenses may be modified further for progressive aspect (also called continuous aspect), for the perfect, or for both. These two aspectual forms are also referred to as BE +ING and HAVE +EN, respectively, which avoids what may be unfamiliar terminology. Aspects of the present tense: Present simple (not progressive, not perfect): "I eat" Present progressive (progressive, not perfect): "I am eating" Present perfect (not progressive, perfect): "I have eaten" Present perfect progressive (progressive, perfect): "I have been eating" (While many elementary discussions of English grammar classify the present perfect as a past tense, it relates the action to the present time. One cannot say of someone now deceased that they "have eaten" or "have been eating". The present auxiliary implies that they are in some way present (alive), even when the action denoted is completed (perfect) or partially completed (progressive perfect).) Aspects of the past tense: Past simple (not progressive, not perfect): "I ate" Past progressive (progressive, not perfect): "I was eating" Past perfect (not progressive, perfect): "I had eaten" Past perfect progressive (progressive, perfect): "I had been eating" Aspects can also be marked on non-finite forms of the verb: "(to) be eating" (infinitive with progressive aspect), "(to) have eaten" (infinitive with perfect aspect), "having eaten" (present participle or gerund with perfect aspect), etc. The perfect infinitive can further be governed by modal verbs to express various meanings, mostly combining modality with past reference: "I should have eaten" etc. In particular, the modals will and shall and their subjunctive forms would and should are used to combine future or hypothetical reference with aspectual meaning: Simple future, simple conditional: "I will eat", "I would eat" Future progressive, conditional progressive: "I will be eating", "I would be eating" Future perfect, conditional perfect: "I will have eaten", "I would have eaten" Future perfect progressive, conditional perfect progressive: "I will have been eating", "I would have been eating" The uses of the progressive and perfect aspects are quite complex. They may refer to the viewpoint of the speaker: I was walking down the road when I met Michael Jackson's lawyer. (Speaker viewpoint in middle of action) I have traveled widely, but I have never been to Moscow. (Speaker viewpoint at end of action) But they can have other illocutionary forces or additional modal components: You are being stupid now. (You are doing it deliberately) You are not having chocolate with your sausages! (I forbid it) I am having lunch with Mike tomorrow. (It is decided) English expresses some other aspectual distinctions with other constructions. Used to + VERB is a past habitual, as in "I used to go to school," and going to / gonna + VERB is a prospective, a future situation highlighting current intention or expectation, as in "I'm going to go to school next year." African American Vernacular English The aspectual systems of certain dialects of English, such as African-American Vernacular English (see for example habitual be), and of creoles based on English vocabulary, such as Hawaiian Creole English, are quite different from those of standard English, and often reflect a more elaborate paradigm of aspectual distinctions (often at the expense of tense). The following table, appearing originally in Green (2002) shows the possible aspectual distinctions in AAVE in their prototypical, negative and stressed/emphatic affirmative forms: German vernacular and colloquial Although Standard German does not have aspects, many Upper German languages, all West Central German languages, and some more vernacular German languages do make one aspectual distinction, and so do the colloquial languages of many regions, the so-called German regiolects. While officially discouraged in schools and seen as 'bad language', local English teachers like the distinction, because it corresponds well with the English continuous form. It is formed by the conjugated auxiliary verb sein ("to be") followed by the preposition "am" and the infinitive, or the nominalized verb. The latter two are phonetically indistinguishable; in writing, capitalization differs: "Ich war am essen" vs. "Ich war am Essen" (I was eating, compared to the Standard German approximation: "Ich war beim Essen"); yet these forms are not standardized and thus are relatively infrequently written down or printed, even in quotations or direct speech. In the Tyrolean and other Bavarian regiolect the prefix *da can be found, which form perfective aspects. "I hu's gleant" (Ich habe es gelernt = I learnt it) vs. "I hu's daleant" (*Ich habe es DAlernt = I succeeded in learning). Dutch In Dutch (a West Germanic language), two types of continuous form are used. Both types are considered Standard Dutch. The first type is very similar to the non-standard German type. It is formed by the conjugated auxiliary verb zijn ("to be"), followed by aan het and the gerund (which in Dutch matches the infinitive). For example: Present progressive: Ik ben aan het werken ("I am working") Past progressive: Ik was aan het werken ("I was working") Future progressive: Ik zal aan het werken zijn ("I will be working") The second type is formed by one of the conjugated auxiliary verbs liggen ("to lie"), zitten ("to sit"), hangen ("to hang"), staan ("to stand") or lopen ("to walk"), followed by the preposition te and the infinitive. The conjugated verbs indicate the stance of the subject performing or undergoing the action. Present progressive: Ik zit te eten ("I am eating [while sitting]"), De was hangt te drogen ("The laundry is drying [while hanging]") Past progressive: Ik lag te lezen ("I was reading [while lying]"), Ik stond te kijken ("I was watching [while standing]") Future progressive: Ik zal zitten te werken ("I will be working [while sitting]") Sometimes the meaning of the auxiliary verb is diminished to 'being engaged in'. Take for instance these examples: De leraar zit steeds te zeggen dat we moeten luisteren ("The teacher keeps telling us to listen") Iedereen loopt te beweren dat het goed was ("Everyone keeps on saying that it was good") Zit niet zo te zeuren ("Stop whining") In these cases, there is generally an undertone of irritation. Slavic languages The Slavic languages make a clear distinction between perfective and imperfective aspects; it was in relation to these languages that the modern concept of aspect originally developed. In Slavic languages, a given verb is, in itself, either perfective or imperfective. Consequently, each language contains many pairs of verbs, corresponding to each other in meaning, except that one expresses perfective aspect and the other imperfective. (This may be considered a form of lexical aspect.) Perfective verbs are commonly formed from imperfective ones by the addition of a prefix, or else the imperfective verb is formed from the perfective one by modification of the stem or ending. Suppletion also plays a small role. Perfective verbs cannot generally be used with the meaning of a present tense – their present-tense forms in fact have future reference. An example of such a pair of verbs, from Polish, is given below: Infinitive (and dictionary form): pisać ("to write", imperfective); napisać ("to write", perfective) Present/simple future tense: pisze ("writes"); napisze ("will write", perfective) Compound future tense (imperfective only): będzie pisać ("will write, will be writing") Past tense: pisał ("was writing, used to write, wrote", imperfective); napisał ("wrote", perfective) In at least the East Slavic and West Slavic languages, there is a three-way aspect differentiation for verbs of motion with the determinate imperfective, indeterminate imperfective, and perfective. The two forms of imperfective can be used in all three tenses (past, present, and future), but the perfective can only be used with past and future. The indeterminate imperfective expresses habitual aspect (or motion in no single direction), while the determinate imperfective expresses progressive aspect. The difference corresponds closely to that between the English "I (regularly) go to school" and "I am going to school (now)". The three-way difference is given below for the Russian basic (unprefixed) verbs of motion. When prefixes are attached to Russian verbs of motion they become more or less normal imperfective/perfective pairs, with the indeterminate imperfective becoming the prefixed imperfective and the determinate imperfective becoming the prefixed perfective. For example, prefix при- pri- + indeterminate ходи́ть khodít = приходи́ть prikhodít (to arrive (on foot), impf.); and prefix при- pri- + determinate идти́ idtí = прийти prijtí (to arrive (on foot), pf.). Romance languages Modern Romance languages merge the concepts of aspect and tense but consistently distinguish perfective and imperfective aspects in the past tense. This derives directly from the way the Latin language used to render both aspects and consecutio temporum. Italian Italian language example using the verb mangiare ("to eat"): The imperfetto/trapassato prossimo contrasts with the passato remoto/trapassato remoto in that imperfetto renders an imperfective (continuous) past while passato remoto expresses an aorist (punctual/historical) past. Other aspects in Italian are rendered with other periphrases, like prospective (io sto per mangiare "I'm about to eat", io starò per mangiare "I shall be about to eat"), or continuous/progressive (io sto mangiando "I'm eating", io starò mangiando "I shall be eating"). Indo-Aryan languages Hindi Hindi has three aspects, habitual aspect, perfective aspect and the progressive aspect. Each of these three aspects are formed from their participles. The aspects of Hindi when conjugated into their personal forms can be put into five grammatical moods: indicative, presumptive, subjunctive, contrafactual, and imperative. In Hindi, the aspect marker is overtly separated from the tense/mood marker. Periphrastic Hindi verb forms consist of two elements. The first of these two elements is the aspect marker. The second element (the copula) is the common tense/mood marker. There are a couple of verbs which can be used as the copula to the aspectual participles: होना (honā) [to be, happen], रहना (rêhnā) [to stay, remain], आना (ānā) [to come], and जाना (jānā) [to go]. Each of these copulas provide a unique nuance to the aspect. The default (unmarked) copula is होना (honā) [to be]. These copulas can themselves be conjugated into an aspectual participle and used with another copula, hence forming subaspects. (Seeː Hindi verbs) Finnic languages Finnish and Estonian, among others, have a grammatical aspect contrast of telicity between telic and atelic. Telic sentences signal that the intended goal of an action is achieved. Atelic sentences do not signal whether any such goal has been achieved. The aspect is indicated by the case of the object: accusative is telic and partitive is atelic. For example, the (implicit) purpose of shooting is to kill, such that: Ammuin karhun -- "I shot the bear (succeeded; it is done)" i.e., "I shot the bear dead". Ammuin karhua -- "I shot at the bear" i.e. the bear may have survived. In rare cases corresponding telic and atelic forms can be unrelated by meaning. Derivational suffixes exist for various aspects. Examples: -ahta- ("once"), as in huudahtaa ("to yell once") (used for emotive verbs like "laugh", "smile", "growl", "bark"; is not used for verbs like "shoot", "say", "drink") -ele- "repeatedly" as in ammuskella "to go shooting around" There are derivational suffixes for verbs, which carry frequentative, momentane, causative, and inchoative aspect meanings. Also, pairs of verbs differing only in transitivity exist. Austronesian languages Reo Rapa The Rapa language (Reo Rapa) is a mixed language that grew out of Tahitian and Old Rapa among monolingual inhabitants of Rapa Iti. Old Rapa words are still used for grammar and sentence structure, but most common words were replaced by Tahitian words. Rapa is similar to English as they both have specific tense words such as did or do. Past negative: ki’ere /kiʔere/ Non-past negative (Regular negative) kāre /kaːre/ Hawaiian The Hawaiian language conveys aspect as follows: The unmarked verb, frequently used, can indicate habitual aspect or perfective aspect in the past. ke + verb + nei is frequently used and conveys the progressive aspect in the present. e + verb + ana conveys the progressive aspect in any tense. ua + verb conveys the perfective aspect but is frequently omitted. Wuvulu Wuvulu language is a minority language in Pacific. The Wuvulu verbal aspect is hard to organize because of its number of morpheme combinations and the interaction of semantics between morphemes. Perfective, imperfective negation, simultaneous and habitual are four aspects markers in Wuvulu language. Perfective: The perfective marker -li indicates the action is done before other action. Imperfect negation: The marker ta- indicates the action has not done and also doesn't show anything about the action will be done in the future. Simultaneous: The marker fi indicates the two actions are done at the same time or one action occurs while other action is in progress. Habitual: The marker fane- can indicate a habitual activity, which means "keep doing something" in English. Example: Tokelauan There are three types of aspects one must consider when analyzing the Tokelauan language: inherent aspect, situation aspect, and viewpoint aspect. The inherent aspect describes the purpose of a verb and what separates verbs from one another. According to Vendler, inherent aspect can be categorized into four different types: activities, achievements, accomplishments, and states. Simple activities include verbs such as pull, jump, and punch. Some achievements are continue and win. Drive-a-car is an accomplishment while hate is an example of a state. Another way to recognize a state inherent aspect is to note whether or not it changes. For example, if someone were to hate vegetables because they are allergic, this state of hate is unchanging and thus, a state inherent aspect. On the other hand, an achievement, unlike a state, only lasts for a short amount of time. Achievement is the highpoint of an action. Another type of aspect is situation aspect. Situation aspect is described to be what one is experiencing in his or her life through that circumstance. Therefore, it is his or her understanding of the situation. Situation aspect are abstract terms that are not physically tangible. They are also used based upon one's point of view. For example, a professor may say that a student who comes a minute before each class starts is a punctual student. Based upon the professor's judgment of what punctuality is, he or she may make that assumption of the situation with the student. Situation aspect is firstly divided into states and occurrences, then later subdivided under occurrences into processes and events, and lastly, under events, there are accomplishments and achievements. The third type of aspect is viewpoint aspect. Viewpoint aspect can be likened to situation aspect such that they both take into consideration one's inferences. However, viewpoint aspect diverges from situation aspect because it is where one decides to view or see such event. A perfect example is the glass metaphor: Is the glass half full or is it half empty. The choice of being half full represents an optimistic viewpoint while the choice of being half empty represents a pessimistic viewpoint. Not only does viewpoint aspect separate into negative and positive, but rather different point of views. Having two people describe a painting can bring about two different viewpoints. One may describe a situation aspect as a perfect or imperfect. A perfect situation aspect entails an event with no reference to time, while an imperfect situation aspect makes a reference to time with the observation. Torau Aspect in Torau is marked with post-verbal particles or clitics. While the system for marking the imperfective aspect is complex and highly developed, it is unclear if Torau marks the perfective and neutral viewpoints. The imperfective clitics index one of the core arguments, usually the nominative subject, and follow the rightmost element in a syntactic structure larger than the word. The two distinct forms for marking the imperfective aspect are (i)sa- and e-. While more work needs to be done on this language, the preliminary hypothesis is that (i)sa- encodes the stative imperfective and e- encodes the active imperfective. It is also important to note that reduplication always cooccurs with e-, but it usually does not with (i)sa-. This example below shows these two imperfective aspect markers giving different meanings to similar sentences. In Torau, the suffix -to, which must attach to a preverbal particle, may indicate similar meaning to the perfective aspect. In realis clauses, this suffix conveys an event that is entirely in the past and no longer occurring. When -to is used in irrealis clauses, the speaker conveys that the event will definitely occur (Palmer, 2007). Although this suffix is not explicitly stated as a perfective viewpoint marker, the meaning that it contributes is very similar to the perfective viewpoint. Malay/Indonesian Like many Austronesian languages, the verbs of the Malay language follow a system of affixes to express changes in meaning. To express the aspects, Malay uses a number of auxiliary verbs: sudah: perfective, 'saya sudah makan' = 'I have [already] eaten' baru: near perfective, 'saya baru makan' = 'I have just eaten' belum: imperfective, 'saya belum makan' = 'I have not eaten' sedang: progressive not implicating an end masih: progressive implicating an end pernah: semelfactive Philippine languages Like many Austronesian languages, the verbs of the Philippine languages follow a complex system of affixes to express subtle changes in meaning. However, the verbs in this family of languages are conjugated to express the aspects and not the tenses. Though many of the Philippine languages do not have a fully codified grammar, most of them follow the verb aspects that are demonstrated by Filipino or Tagalog. Creole languages Creole languages typically use the unmarked verb for timeless habitual aspect, or for stative aspect, or for perfective aspect in the past. Invariant pre-verbal markers are often used. Non-stative verbs typically can optionally be marked for the progressive, habitual, completive, or irrealis aspect. The progressive in English-based Atlantic Creoles often uses de (from English "be"). Jamaican Creole uses a (from English "are") or de for the present progressive and a combination of the past time marker (did , behn , ehn or wehn) and the progressive marker (a or de) for the past progressive (e.g. did a or wehn de). Haitian Creole uses the progressive marker ap. Some Atlantic Creoles use one marker for both the habitual and progressive aspects. In Tok Pisin, the optional progressive marker follows the verb. Completive markers tend to come from superstrate words like "done" or "finish", and some creoles model the future/irrealis marker on the superstrate word for "go". American Sign Language American Sign Language (ASL) is similar to many other sign languages in that it has no grammatical tense but many verbal aspects produced by modifying the base verb sign. An example is illustrated with the verb TELL. The basic form of this sign is produced with the initial posture of the index finger on the chin, followed by a movement of the hand and finger tip toward the indirect object (the recipient of the telling). Inflected into the unrealized inceptive aspect ("to be just about to tell"), the sign begins with the hand moving from in front of the trunk in an arc to the initial posture of the base sign (i.e., index finger touching the chin) while inhaling through the mouth, dropping the jaw, and directing eye gaze toward the verb's object. The posture is then held rather than moved toward the indirect object. During the hold, the signer also stops the breath by closing the glottis. Other verbs (such as "look at", "wash the dishes", "yell", "flirt") are inflected into the unrealized inceptive aspect similarly: The hands used in the base sign move in an arc from in front of the trunk to the initial posture of the underlying verb sign while inhaling, dropping the jaw, and directing eye gaze toward the verb's object (if any), but subsequent movements and postures are dropped as the posture and breath are held. Other aspects in ASL include the following: stative, inchoative ("to begin to..."), predispositional ("to tend to..."), susceptative ("to... easily"), frequentative ("to... often"), protractive ("to... continuously"), incessant ("to... incessantly"), durative ("to... for a long time"), iterative ("to... over and over again"), intensive ("to... very much"), resultative ("to... completely"), approximative ("to... somewhat"), semblitive ("to appear to..."), increasing ("to... more and more"). Some aspects combine with others to create yet finer distinctions. Aspect is unusual in ASL in that transitive verbs derived for aspect lose their grammatical transitivity. They remain semantically transitive, typically assuming an object made prominent using a topic marker or mentioned in a previous sentence. See Syntax in ASL for details. Terms for various aspects The following aspectual terms are found in the literature. Approximate English equivalents are given. Perfective: 'I struck the bell' (an event viewed in its entirety, without reference to its temporal structure during its occurrence) Momentane: 'The mouse squeaked once' (contrasted to 'The mouse squeaked / was squeaking') Perfect (a common conflation of aspect and tense): 'I have arrived' (brings attention to the consequences of a situation in the past) Recent perfect, also known as after perfect: 'I just ate' or 'I am after eating' (Hiberno-English) Discontinuous past: In English a sentence such as "I put it on the table" is neutral in implication (the object could still be on the table or not), but in some languages such as Chichewa the equivalent tense carries an implication that the object is no longer there. It is thus the opposite of the perfect aspect. Prospective (a conflation of aspect and tense): 'He is about to fall', 'I am going to cry" (brings attention to the anticipation of a future situation) Imperfective (an activity with ongoing nature: combines the meanings of both the continuous and the habitual aspects): 'I was walking to work' (continuous) or 'I walked (used to walk, would walk) to work every day' (habitual). Habitual: 'I used to walk home from work', 'I would walk home from work every day', 'I walk home from work every day' (a subtype of imperfective) Continuous: 'I am eating' or 'I know' (situation is described as ongoing and either evolving or unevolving; a subtype of imperfective) Progressive: 'I am eating' (action is described as ongoing and evolving; a subtype of continuous) Stative: 'I know French' (situation is described as ongoing but not evolving; a subtype of continuous) Gnomic/generic: 'Fish swim and birds fly' (general truths) Episodic: 'The bird flew' (non-gnomic) Continuative aspect: 'I am still eating' Inceptive/ingressive: 'I started to run' (beginning of a new action: dynamic) Inchoative: 'The flowers started to bloom' (beginning of a new state: static) Terminative/cessative: 'I finished eating/reading' Defective: 'I almost fell' Pausative: 'I stopped working for a while' Resumptive: 'I resumed sleeping' Punctual: 'I slept' Durative/Delimitative: 'I slept for a while' Protractive: 'The argument went on and on' Iterative: 'I read the same books again and again' Frequentative: 'It sparkled', contrasted with 'It sparked'. Or, 'I run around', vs. 'I run' Experiential: 'I have gone to school many times' (see for example Chinese aspects) Intentional: 'I listened carefully' Accidental: 'I accidentally knocked over the chair' Intensive: 'It glared' Moderative: 'It shone' Attenuative: 'It glimmered' Segmentative: 'It is coming out in successive multitudes' See also Aktionsart Ancient Greek grammar: Dependence of moods and tenses Aspect in Standard Chinese Grammatical conjugation Grammatical tense Grammatical mood Nominal TAM (tense–aspect–mood) Tense–aspect–mood Notes Other references Routledge Dictionary of Language and Linguistics (), by Hadumod Bussmann, edited by Gregory P. Trauth and Kerstin Kazzazi, Routledge, London 1996. Translation of German Lexikon der Sprachwissenschaft Kröner Verlag, Stuttgart 1990. Morfofonologian harjoituksia, Lauri Carlson Berdinetto, P. M., & Delfitto, D. (2000). "Aspect vs. Actionality: Some reasons for keeping them apart". In O. Dahl (Ed.), Tense and Aspect in the Languages of Europe (pp. 189–226). Berlin: Mouton de Gruyter. Binnick, R. I. (1991). Time and the verb: A guide to tense and aspect. New York: Oxford University Press. Binnick, R. I. (2006). "Aspect and Aspectuality". In B. Aarts & A. M. S. McMahon (Eds.), The Handbook of English Linguistics (pp. 244–268). Malden, MA: Blackwell Publishing. Comrie, B. (1976). Aspect: An introduction to the study of verbal aspect and related problems. Cambridge; New York: Cambridge University Press. Frawley, W. (1992). Linguistic semantics. Hillsdale, NJ: Lawrence Erlbaum Associates. Kabakciev, K. (2000). Aspect in English: a "common-sense" view of the interplay between verbal and nominal referents (Studies in Linguistics and Philosophy). Springer. MacDonald, J. E. (2008). The syntactic nature of inner aspect: A minimalist perspective. Amsterdam; Philadelphia: John Benjamins Pub. Co. Maslov, I. S. (1998). "Vid glagol'nyj" ["Aspect of the verb"]. In V. N. Yartseva (Ed.), Jazykoznanie: Bol'shoj entsyklopedicheskij slovar (pp. 83–84). Moscow: Bol'shaja Rossijskaja Entsyklopedija. Richardson, K. (2007). Case and aspect in Slavic. Oxford; New York: Oxford University Press. Sasse, H.-J. (2006). "Aspect and Aktionsart". In E. K. Brown (Ed.), Encyclopedia of language and linguistics (Vol. 1, pp. 535–538). Boston: Elsevier. Smith, Carlota S. (1991). The parameter of aspect. Dordrecht; Boston: Kluwer Academic Publishers. Travis, Lisa deMena (2010). "Inner aspect", Dordrecht, Springer.. Verkuyl, H. (1972). On the Compositional Nature of the Aspects, Reidel, Dordrecht. Verkuyl, H. (1993). A Theory of Aspectuality: the interaction between temporal and atemporal structure. Cambridge: Cambridge University Press. Verkuyl, H. (2005). "How (in-)sensitive is tense to aspectual information?" In B. Hollebrandse, A. van Hout & C. Vet (Eds.), Crosslinguistic views on tense, aspect and modality (pp. 145–169). Amsterdam: Rodopi. Zalizniak, A. A., & Shmelev, A. D. (2000). Vvedenie v russkuiu aspektologiiu [Introduction to Russian aspectology]. Moskva: IAzyki russkoi kul’tury. External links Robert Binnick, Annotated tense/aspect bibliography (around 9000 entries) TAMPA: Aspect Explained Anna Kibort, Aspekt Anna Katarzyna Młynarczyk: Aspectual Pairing in Polish, a pdf version of the book Grammar Tutorials - a column overview of the English tenses Greek tenses Verb Aspect
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Geddy Lee (born Gary Lee Weinrib; July 29, 1953) is a Canadian musician, singer, and songwriter. He is best known as the lead vocalist, bassist, and keyboardist for the Canadian rock group Rush. Lee joined the band in September 1968, at the request of his childhood friend Alex Lifeson, replacing original bassist and frontman Jeff Jones. Lee's solo effort, My Favourite Headache, was released in 2000. An award-winning musician, Lee's style, technique, and skill on the bass have inspired many rock musicians such as Cliff Burton of Metallica, Steve Harris of Iron Maiden, John Myung of Dream Theater, Les Claypool of Primus, Steve Di Giorgio of Sadus, Death and Testament, and Tim Commerford of Rage Against the Machine and Audioslave. Along with his Rush bandmates – guitarist Alex Lifeson and drummer Neil Peart – Lee was made an Officer of the Order of Canada on May 9, 1996. The trio was the first rock band to be so honoured as a group. In 2013, the group was inducted into the Rock and Roll Hall of Fame after 14 years of eligibility; they were nominated overwhelmingly in the Hall's first selection via fan ballot. Lee is ranked 13th by Hit Parader on their list of the 100 Greatest Heavy Metal Vocalists of All Time. Early life Lee was born on July 29, 1953, in the North York neighbourhood of Willowdale, Toronto, to Morris Weinrib (born Moshe Meir Weinrib; August 5, 1920 – October 8, 1965), from Ostrowce, and Mary "Manya" Rubinstein (born Malka Rubinstein; July 16, 1925 – July 2, 2021), who was born in Warsaw and later grew up in Wierzbnik. His parents were Jewish Holocaust survivors from Poland who had survived the ghetto in Starachowice (where they met), followed by their imprisonments at Auschwitz and later Dachau and Bergen-Belsen concentration camps during the Holocaust and World War II. They were in their teens when they were initially imprisoned at Auschwitz. "It was kind of surreal pre-teen shit", says Lee, describing how his father bribed guards to bring his mother shoes. After a period, his mother was transferred to Bergen-Belsen and his father to Dachau. When the war ended four years later, and the Allies liberated the camps, Morris set out in search of Manya and found her at a Bergen-Belsen displaced persons camp. They married there and eventually emigrated to Canada. Lee's father was a skilled musician who died young, forcing Lee's mother to work to support three children, running the Newmarket, Ontario variety store that her husband had owned and managed. Lee feels that not having parents at home during those years was probably a factor in his becoming a musician: "It was a terrible blow that I lost him, but the course of my life changed because my mother couldn't control us." He said that losing his father at such an early age made him aware of how "quickly life can disappear", which inspired him from then on to get the most out of his life and music. He turned his basement into practice space for a band he formed with high-school friends. After the band began earning income from small performances at high-school shows or other events, he decided to drop out of high school and play rock and roll professionally. His mother was devastated when he told her, and he still feels that he owes her for the disappointments in her life. "All the shit I put her through", he says, "on top of the fact that she just lost her husband. I felt like I had to make sure that it was worth it. I wanted to show her that I was a professional, that I was working hard, and wasn't just a fuckin' lunatic." Jweekly featured Lee's reflections on his mother's experiences as a refugee and of his own Jewish heritage. Lee's name, Geddy, was derived from his mother's heavy Polish accented pronunciation of his given first name, Gary. This was picked up by his friends in school, leading Lee to adopt it as his stage name and later his legal name. Earlier, another language-related mistake was made as Geddy started school - Lee was incorrectly registered as Lorne, making Geddy believe his name was Gary Lorne Weinrib. After Rush had become a widely recognized rock group, Lee told the story about his mother's early life to the group's drummer and lyricist, Neil Peart, who then wrote the lyrics to "Red Sector A", inspired by her ordeal. The song, for which Lee wrote the music, was released on the band's 1984 album Grace Under Pressure. The lyrics include the following verse: Music career Early years Lee began playing music in school when he was 10 or 11 and got his first acoustic guitar at 14. In school, he first played drums, trumpet and clarinet. However, learning to play instruments in school wasn't satisfying to Lee, and he took basic piano lessons independently. His interest increased dramatically after listening to some of the popular rock groups at the time. His early influences included Jack Bruce of Cream, John Entwistle of The Who, Jeff Beck, and Procol Harum. "I was mainly interested in early British progressive rock", said Lee. "That's how I learned to play bass, emulating Jack Bruce and people like that." Bruce's style of music was also noticed by Lee, who liked that "his sound was distinctive – it wasn't boring." Lee has also been influenced by Paul McCartney, Chris Squire, and James Jamerson. In 1969, Rush began playing professionally in coffeehouses, high school dances and at various outdoor recreational events. By 1971, they were now playing primarily original songs in small clubs and bars, including Toronto's Gasworks and Abbey Road Pub. Lee describes the group during these early years as being "weekend warriors". They were holding down jobs during the weekdays and playing music on weekends: "We longed to break out of the boring surrounding of the suburbs and the endless similarities . . . the shopping plazas and all that stuff. . . the music was a vehicle for us to speak out." He claims that in the beginning, they were simply "a straightforward rock band." Short of money, they began opening concerts at venues such as Toronto's Victory Burlesque Theatre for the glam rock band New York Dolls. By 1972, Rush began performing full-length concerts, mainly consisting of original songs, in cities including Toronto and Detroit. As they gained more recognition, they began performing as an opening act for groups such as Aerosmith, Kiss, and Blue Öyster Cult. Style Like Cream, Rush followed the model of a "power trio", with Lee playing bass and singing. Lee's vocals produced a distinctive, "countertenor" falsetto and resonant sound. Lee possessed a three-octave vocal range, from baritone through tenor, alto, and mezzo-soprano pitch ranges, although it has significantly decreased with age. Lee's playing style is widely regarded for his use of high treble and very hard playing of the strings and for utilizing the bass as a lead instrument, often contrapuntal to Lifeson's guitar. In the 1970s and early 1980s, Lee mostly used a Rickenbacker 4001 bass, with a very noticeable grit in his tone. According to Lee, during the band's "synth era" in the mid-1980s, Lee used Steinberger and later Wal basses, with the latter having more of a "jazzy" tone. From 1993's Counterparts onward, Lee began using the Fender Jazz Bass almost exclusively, returning to his trademark high treble sound. Lee had first used the Jazz Bass to record Moving Pictures on songs such as "Tom Sawyer." Rising popularity After several early albums and increasing popularity, Rush's status as a rock group soared over the following five years as they consistently toured worldwide and produced successful albums, including 2112 (1976), A Farewell to Kings (1977), Hemispheres (1978), Permanent Waves (1980), and Moving Pictures (1981). Lee began adding synthesizers in 1977, with the release of A Farewell to Kings. The additional sounds expanded the group's "textural capabilities", states keyboard critic Greg Armbruster and allowed the trio to produce an orchestrated and more complex progressive rock music style. It also gave Lee the ability to play bass simultaneously, as he could control the synthesizer with foot pedals. In 1981, he won Keyboard magazine's poll as "Best New Talent." By the 1984 album Grace Under Pressure, Lee was surrounding himself with stacks of keyboards on stage. By the 1980s, Rush had become one of the "biggest rock bands on the planet", selling out arena seats when touring. Lee was known for his dynamic stage movements. According to music critic Tom Mulhern, writing in 1980, "it's dazzling to see so much sheer energy expended without a nervous breakdown." By 1996, their Test for Echo Tour began performing without an opening act, their shows lasting nearly three hours. Music industry writer Christopher Buttner, who interviewed Lee in 1996, described him as a prodigy and "role model" for what every musician wants to be, noting his proficiency on stage. Buttner cited Lee's ability to vary time signatures, play multiple keyboards, use bass pedal controllers and control sequencers, all while singing lead vocals into as many as three microphones. Buttner adds that few musicians of any instrument "can juggle half of what Geddy can do without literally falling on their ass." As a result, notes Mulhern, Lee's instrumentation was the "pulse" of the group and created a "one-man rhythm section", which complemented guitarist Alex Lifeson and percussionist Neil Peart. Bass instructor Allan Slutsky, or "Dr Licks", credits Lee's "biting, high-end bass lines and creative synthesizer work" for helping the group become "one of the most innovative" of all the groups that play arena rock. By 1989, Guitar Player magazine had designated Lee the "Best Rock Bass" player from their reader's poll for the previous five years. Bass players who have cited Lee as an influence include Cliff Burton of Metallica, Steve Harris of Iron Maiden, John Myung of Dream Theater, Les Claypool of Primus, and Steve Di Giorgio of Sadus, Death and Testament. My Favourite Headache My Favourite Headache, Lee's first and to-date only solo album, was released on November 14, 2000, while Rush was on a hiatus following the deaths of Neil Peart's daughter and wife. Musicians associated with the project included friend and Rush collaborator Ben Mink, Soundgarden and Pearl Jam drummer Matt Cameron, and others. Side projects The bulk of Lee's work in music has been with Rush (see Rush discography). However, Lee has also contributed to a body of work outside of his involvement with the band through guest appearances and album production. In 1981, Lee was the featured guest for the hit song "Take Off" and its included comedic commentary with Bob and Doug McKenzie (played by Rick Moranis and Dave Thomas, respectively) for the McKenzie Brothers' comedy album Great White North, which was released on Rush's Anthem label. While Rush has had great success selling albums, "Take Off" is the highest-charting single on the Billboard Hot 100 of Lee's career. In 1980, Lee was brought in to produce Toronto-based band Wireless who had previously opened up for Rush and were on the verge of breaking up. With Lee at the helm, the group recorded their third and final album, No Static, released on Rush's label, Anthem Records. In 1982, Lee produced the first (and only) album from Toronto's new wave band Boys Brigade. On the 1985 album We Are the World, by humanitarian consortium USA for Africa, Lee recorded guest vocals for the song "Tears Are Not Enough". Lee sang "O Canada", the Canadian national anthem, at Baltimore's Camden Yards for the 1993 Major League Baseball All-Star Game. Another version of "O Canada", with a rock arrangement, was recorded by Lee and Lifeson for the 1999 film soundtrack South Park: Bigger, Longer, and Uncut. Lee also plays bass on Canadian rock band I Mother Earth's track "Good for Sule", which is featured on the group's 1999 album Blue Green Orange. Lee was an interview subject in the documentary films Metal: A Headbangers Journey and Rush: Beyond the Lighted Stage, and has appeared in multiple episodes of the VH1 Classic series Metal Evolution. Along with his bandmates, Lee was a guest musician on the Max Webster song "Battle Scar", from the 1980 album Universal Juveniles. Lee appeared in Broken Social Scene's music video for their 2006 single "Fire Eye'd Boy", judging the band while performing various musical tasks. In 2006, Lee joined Lifeson's supergroup, the Big Dirty Band, to provide songs accompanying Trailer Park Boys: The Movie. In 2013, Lee made a brief cameo appearance as himself in the How I Met Your Mother season eight episode "P.S. I Love You". In 2015, Lee and bandmate Alex Lifeson appeared in the series Chicago Fire, season 4, episode 6, called "2112". In 2017, Lee performed with Yes during the band's Rock and Roll Hall of Fame induction, playing bass for the song "Roundabout." In 2018, Lee published Geddy Lee's Big Beautiful Book of Bass, which highlights his collection of over 250 basses along with interviews with some of the leading bass players and bass technicians. In 2020, Lee provided guest vocals to an all-star Canadian rendition of the late Bill Withers song "Lean on Me" during the TV special Stronger Together, Tous Ensemble, a Canadian benefit performance simulcast by every major television network in Canada as a benefit for Food Banks Canada during the COVID-19 pandemic. In September 2021, Barenaked Ladies frontman Ed Robertson revealed that Barenaked Ladies are working on a "secret project" with Lee. Personal life Lee married Nancy Young in 1976. They have a son, Julian, and a daughter, Kyla. He is an avid watch and wine collector, with a collection of 5,000 bottles. He takes annual trips to France, where he indulges in cheese and wine. In 2011, a charitable foundation he supports, Grapes for Humanity, created the Geddy Lee Scholarship for winemaking students at Niagara College. He is also a longtime baseball fan. His favourite team while growing up was the Detroit Tigers, and he later became a fan of the Toronto Blue Jays after they were established. In the 1980s, Lee began reading the works of Bill James, particularly The Bill James Baseball Abstracts, which led to an interest in sabermetrics and participation in a fantasy baseball keeper league. He collects baseball memorabilia, once donating part of his collection to the Negro Leagues Baseball Museum, and threw the ceremonial first pitch to inaugurate the 2013 Toronto Blue Jays season. Lee sang the Canadian national anthem before the 1993 MLB All-Star Game. In 2016, Lee planned to produce an independent film about baseball in Italy. Lee has described himself as a Jewish atheist, explaining to an interviewer, "I consider myself a Jew as a race, but not so much as a religion. I'm not down with religion at all. I'm a Jewish atheist, if that's possible." Equipment used Lee has varied his equipment list continually throughout his career. Basses In 1998, Fender released the Geddy Lee Jazz Bass, available in Black and 3-Color Sunburst (as of 2009). This signature model is a recreation of Lee's favourite bass, a 1972 Fender Jazz that he bought in a pawn shop in Kalamazoo, Michigan in 1978. In 2015, Fender released a revised USA model of his signature bass. In Rush's early years, Lee's main instrument was a Fender Precision Bass, which he used on the band's debut album in 1974. He later had this bass sanded down into a teardrop shape and refinished with a Jazz Bass bridge pickup added. He subsequently switched to a modified Rickenbacker 4001, which made its first appearance on Fly by Night (1975). He used his Fender Jazz Bass alongside the Rickenbacker on the albums Permanent Waves (1980), Moving Pictures (1981) and Signals (1982) before moving to it exclusively from Counterparts (1993) until Rush's dissolution in 2018. He had also used Steinberger basses on Grace Under Pressure (1984) and Wal basses on Power Windows (1985), Hold Your Fire (1987), Presto (1989) and Roll the Bones (1991). Lee has been a longtime user of RotoSound strings. He uses Swing Bass RS66LD (.45-.105) on a majority of his basses, but used Funkmaster FM66 (.30-.90) on his Wal basses from 1985 to 1992. Bass amplification For Rush's 2010 tour, Lee used two Orange AD200 bass heads together with two OBC410 4x10 bass cabinets. Keyboards and synthesizers Over the years, Lee has used synthesizers from Oberheim (8-voice, OB-1, OB-X, OB-Xa), PPG (Wave 2.2 and 2.3), Roland (Jupiter 8, D-50, XV-5080, and Fantom X7), Moog (Minimoog, Taurus pedals, Little Phatty), and Yamaha (DX7, KX76). Lee used sequencers early in their development and has continued to use similar innovations as they have developed over the years. Lee has also made use of digital samplers. Combined, these electronic devices have supplied many memorable keyboard sounds, such as the "growl" in "Tom Sawyer" and the percussive melody in the chorus of "The Spirit of Radio." Following the 1987 album Hold Your Fire, Rush gradually phased the keyboard and synthesizer-derived sounds in their compositions away, with the 2002 album Vapor Trails their first album since 1975's Caress of Steel not to feature any keyboards or synthesizers. On the 2007 album Snakes & Arrows, Lee sparingly adds a Mellotron and bass pedals. On the 2012 album Clockwork Angels, keyboards were used in several compositions once again, though not in a predominant capacity. Live performances: special equipment Recreating unique sounds Newer advances in synthesizer and sampler technology have allowed Lee to store familiar sounds from his old synthesizers alongside new ones in combination synthesizer/samplers, such as the Roland XV-5080. For live shows in 2002 and 2004, Lee and his keyboard technician used the playback capabilities of the XV-5080 to generate virtually all of Rush's keyboard sounds to date and additional complex sound passages that previously required several machines at once to produce. When playing live, Lee and his bandmates recreate their songs as accurately as possible with digital samplers. Using these samplers, the band members can recreate, in real-time, the sounds of non-traditional instruments, accompaniments, vocal harmonies, and other sound "events" that are familiar to those who have heard Rush songs from their albums. To trigger these sounds in real-time, Lee uses MIDI controllers, placed at the locations on the stage where he has a microphone stand. Lee uses two types of MIDI controllers: one type resembles a traditional synthesizer keyboard on a stand (Yamaha KX76). The second type is a large foot-pedal keyboard placed on the stage floor (Korg MPK-130, Roland PK-5). Combined, they enable Lee to use his free hands and feet to trigger sounds in electronic equipment that has been placed off-stage. With this technology Lee and his bandmates can present their arrangements in a live setting with the level of complexity and fidelity that fans have come to expect and without the need to resort to the use of backing tracks or employing an additional band member. During the Clockwork Angels Tour, a notable exception was when a string ensemble played string parts, originally arranged and conducted by David Campbell on Clockwork Angels. Lee's (and his bandmates') use of MIDI controllers to trigger sampled instruments and audio events is visible throughout the R30: 30th Anniversary World Tour concert DVD (2005). Lee used a Roland Fantom X7 and a Moog Little Phatty synthesizer from the Snakes and Arrows tour onwards. Unique stage equipment In 1996, Lee stopped using traditional bass amplifiers on stage, opting to have the bass guitar signals input directly to the touring front-of-house console to improve control and sound definition. He began using Tech 21 SansAmp units after experimenting with one in the studio intended for Alex Lifeson's guitar and eventually received signature models from the company, most notably the GED-2112 rackmount. Faced with the dilemma of what to do with the empty space left behind by the lack of large amplifier cabinets, Lee chose to decorate his side of the stage with unusual items. For the 1996–1997 Test for Echo Tour, Lee's side sported a fully stocked old-fashioned household refrigerator. For the 2002 Vapor Trails tour, Lee lined his side of the stage with three coin-operated Maytag dryers. Other large appliances appeared later in the same space. They were "miked" by the sound crew for visual effects, just as a real amplifier would be. The stage crew loaded the dryers with specially-designed Rush-themed T-shirts, different from the shirts on sale to the general public. At the close of each show, Lee and Lifeson tossed these T-shirts into the audience. The dryers can be seen while watching the Rush in Rio DVD, the R40 DVD, and the R30: 30th Anniversary World Tour DVD. For the band's R30 tour, one of the three dryers was replaced with a rotating shelf-style vending machine. It, too, was fully stocked and operational during shows. For the R40 Tour in 2015, four dryers were used instead of three for the show's portions that featured them onstage. The Snakes & Arrows Tour prominently featured three Henhouse brand rotisserie chicken ovens on stage complete with an attendant in a chef's hat and apron to "tend" the chickens during shows. For the 2010–2011 Time Machine Tour, Lee's side of the stage featured a steampunk-inspired combination Time Machine and Sausage Maker. An attendant was occasionally throwing material into its feed hopper during the show. During the 2012–2013 Clockwork Angels Tour, Lee used a different steampunk device called a "Geddison" as a backdrop. This was composed of a giant old-style phonograph horn, an oversized model brain in a jar, a set of brass horns, and a working popcorn popper. The 2015 R40 tour combined several of these elements, except for the chicken ovens used on the Snakes and Arrows tour. Awards Bass Hall of Fame – Guitar Player magazine Six-time winner: "Best Rock Bass" – Guitar Player magazine 1993: "Best Rock Bass Player" Bass Player magazine's readers' poll 1994: With Rush, inducted into the Juno Hall of Fame 1996: Officer of the Order of Canada, along with bandmates Alex Lifeson and Neil Peart Best Album for Bass (Snakes & Arrows) – Bass Player magazine "Coolest Bass Line in a Song" (for "Malignant Narcissism") – Bass Player magazine "Best 2007 Cover Feature" for "Northern Warrior" – Bass Player magazine 2010: With Rush, "Living Legend" – Classic Rock Magazine 2010: With Rush, Star on the Hollywood Walk of Fame 2012: Queen Elizabeth II Diamond Jubilee Medal 2013: With Rush, Rock and Roll Hall of Fame inductee 2014: Awarded an honorary doctorate from Nipissing University in North Bay, Ontario (along with Neil Peart, and Alex Lifeson) 2021: Lifetime Achievement Award for his philanthropic work at the Artists for Peace and Justice (APJ) annual gala in Toronto on September 11. References External links Rush official website A colourful Geddy interview, w/ Nardwuar the Human Serviette Interview with Geddy Lee on his parents' experience in the Holocaust Mid-career interview with Mark Crampton Geddy Lee Interview on The Hour with George Stroumboulopoulos Geddy Lee Interview in SPIN Order of Canada citation Living people 1953 births 20th-century atheists 20th-century Canadian bass guitarists 20th-century Canadian keyboardists 20th-century Canadian male musicians 20th-century Canadian male writers 20th-century Canadian multi-instrumentalists 20th-century Canadian male singers 21st-century atheists 21st-century Canadian bass guitarists 21st-century Canadian keyboardists 21st-century Canadian male musicians 21st-century Canadian male writers 21st-century Canadian multi-instrumentalists 21st-century Canadian male singers Anthem Records artists Atlantic Records artists Baseball memorabilia Baseball spectators Big Dirty Band members Canadian atheists Canadian collectors Canadian hard rock musicians Canadian heavy metal bass guitarists Canadian heavy metal singers Canadian people of Polish-Jewish descent Canadian record producers Canadian rock bass guitarists Canadian rock keyboardists Canadian rock singers Canadian songwriters Canadian tenors Countertenors Heavy metal producers Jewish atheists Jewish Canadian musicians Jewish heavy metal musicians Jewish rock musicians Jewish singers Jewish songwriters Male bass guitarists Mercury Records artists Musicians from Toronto Officers of the Order of Canada People from Willowdale, Toronto Progressive rock bass guitarists Progressive rock keyboardists Rock songwriters Rush (band) members Science fiction fans
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In representative democracies, Gerrymandering (, originally ) refers to political manipulation of electoral district boundaries with the intent of creating undue advantage for a party, group, or socio-economic class within the constituency. Two principal tactics are used in gerrymandering: "cracking" (i.e. diluting the voting power of the opposing party's supporters across many districts) and "packing" (concentrating the opposing party's voting power in one district to reduce their voting power in other districts). In addition to its use achieving desired electoral results for a particular party, gerrymandering may be used to help or hinder a particular demographic, such as a political, ethnic, racial, linguistic, religious, or class group, such as in Northern Ireland, where boundaries were constructed to guarantee Protestant Unionist majorities. Gerrymandering can also be used to protect incumbents. Wayne Dawkins describes it as politicians picking their voters instead of voters picking their politicians. The term gerrymandering is named after American politician Elbridge Gerry, Vice President of the United States at the time of his death, who, as Governor of Massachusetts in 1812, signed a bill that created a partisan district in the Boston area that was compared to the shape of a mythological salamander. The term has negative connotations and gerrymandering is almost always considered a corruption of the democratic process. The resulting district is known as a gerrymander (). The word is also a verb for the process. Etymology The word gerrymander (originally written Gerry-mander; a portmanteau of the name Gerry and the animal salamander) was used for the first time in the Boston Gazette (1803–16)—not to be confused with the original Boston Gazette (1719–1798)—on 26 March 1812 in Boston, Massachusetts, United States. The word was created in reaction to a redrawing of Massachusetts Senate election districts under Governor Elbridge Gerry, later Vice President of the United States. Gerry, who personally disapproved of the practice, signed a bill that redistricted Massachusetts for the benefit of the Democratic-Republican Party. When mapped, one of the contorted districts in the Boston area was said to resemble a mythological salamander. Appearing with the term, and helping spread and sustain its popularity, was a political cartoon depicting a strange animal with claws, wings and a dragon-like head that supposedly resembled the oddly shaped district. The cartoon was most likely drawn by Elkanah Tisdale, an early 19th-century painter, designer, and engraver who was living in Boston at the time. Tisdale had the engraving skills to cut the woodblocks to print the original cartoon. These woodblocks survive and are preserved in the Library of Congress. The creator of the term gerrymander, however, may never be definitively established. Historians widely believe that the Federalist newspaper editors Nathan Hale and Benjamin and John Russell coined the term, but the historical record does not have definitive evidence as to who created or uttered the word for the first time. The redistricting was a notable success for Gerry's Democratic-Republican Party. In the 1812 election, both the Massachusetts House and governorship were comfortably won by Federalists, losing Gerry his job. The redistricted state Senate, however, remained firmly in Democratic-Republican hands. The word gerrymander was reprinted numerous times in Federalist newspapers in Massachusetts, New England, and nationwide during the remainder of 1812. This suggests an organized activity of the Federalists to disparage Governor Gerry in particular, and the growing Democratic-Republican party in general. Gerrymandering soon began to be used to describe other cases of district shape manipulation for partisan gain in other states. According to the Oxford English Dictionary, the word's acceptance was marked by its publication in a dictionary (1848) and in an encyclopedia (1868). Since the letter g of the eponymous Gerry is pronounced with a hard g as in get, the word gerrymander was originally pronounced . However, pronunciation as , with a soft g as in gentle, has become the dominant pronunciation. Residents of Marblehead, Massachusetts, Gerry's hometown, continue to use the original pronunciation. From time to time, other names have been suffixed with -mander to tie a particular effort to a particular politician or group. Examples are the 1852 "Henry-mandering", "Jerrymander" (referring to California Governor Jerry Brown), "Perrymander" (a reference to Texas Governor Rick Perry), and "Tullymander" (after the Irish politician James Tully), and "Bjelkemander" (referencing Australian politician Joh Bjelke-Petersen). Tactics The primary goals of gerrymandering are to maximize the effect of supporters' votes and to minimize the effect of opponents' votes. A partisan gerrymander's main purpose is to influence not only the districting statute but the entire corpus of legislative decisions enacted in its path. These can be accomplished in a number of ways: "Cracking" involves spreading voters of a particular type among many districts in order to deny them a sufficiently large voting bloc in any particular district. Political parties in charge of redrawing district lines may create more "cracked" districts as a means of retaining, and possibly even expanding, their legislative power. By "cracking" districts, a political party could maintain, or gain, legislative control by ensuring that the opposing party's voters are not the majority in specific districts. For example, the voters in an urban area could be split among several districts in each of which the majority of voters are suburban, on the presumption that the two groups would vote differently, and the suburban voters would be far more likely to get their way in the elections. "Packing" is concentrating many voters of one type into a single electoral district to reduce their influence in other districts. In some cases, this may be done to obtain representation for a community of common interest (such as to create a majority-minority district), rather than to dilute that interest over several districts to a point of ineffectiveness (and, when minority groups are involved, to avoid likely lawsuits charging racial discrimination). When the party controlling the districting process has a statewide majority, packing is usually not necessary to attain partisan advantage; the minority party can generally be "cracked" everywhere. Packing is therefore more likely to be used for partisan advantage when the party controlling the districting process has a statewide minority, because by forfeiting a few districts packed with the opposition, cracking can be used in forming the remaining districts. "Hijacking" redraws two districts in such a way as to force two incumbents to run against each other in one district, ensuring that one of them will be eliminated. "Kidnapping" moves an incumbent's home address into another district. Reelection can become more difficult when the incumbent no longer resides in the district, or possibly faces reelection from a new district with a new voter base. This is often employed against politicians who represent multiple urban areas, in which larger cities will be removed from the district in order to make the district more rural. These tactics are typically combined in some form, creating a few "forfeit" seats for packed voters of one type in order to secure more seats and greater representation for voters of another type. This results in candidates of one party (the one responsible for the gerrymandering) winning by small majorities in most of the districts, and another party winning by a large majority in only a few of the districts. Any party that endeavors to make a district more favorable to voting for them based on the physical boundary is gerrymandering. Effects Gerrymandering is effective because of the wasted vote effect. Wasted votes are votes that did not contribute to electing a candidate, either because they were in excess of the bare minimum needed for victory or because the candidate lost. By moving geographic boundaries, the incumbent party packs opposition voters into a few districts they will already win, wasting the extra votes. Other districts are more tightly constructed with the opposition party allowed a bare minority count, thereby wasting all the minority votes for the losing candidate. These districts constitute the majority of districts and are drawn to produce a result favoring the incumbent party. A quantitative measure of the effect of gerrymandering is the efficiency gap, computed from the difference in the wasted votes for two different political parties summed over all the districts. Citing in part an efficiency gap of 11.69% to 13%, a U.S. District Court in 2016 ruled against the 2011 drawing of Wisconsin legislative districts. In the 2012 election for the state legislature, that gap in wasted votes meant that one party had 48.6% of the two-party votes but won 61% of the 99 districts. While the wasted vote effect is strongest when a party wins by narrow margins across multiple districts, gerrymandering narrow margins can be risky when voters are less predictable. To minimize the risk of demographic or political shifts swinging a district to the opposition, politicians can create more packed districts, leading to more comfortable margins in unpacked ones. Effect on electoral competition Some political science research suggests that, contrary to common belief, gerrymandering does not decrease electoral competition, and can even increase it. Some say that, rather than packing the voters of their party into uncompetitive districts, party leaders tend to prefer to spread their party's voters into multiple districts, so that their party can win a larger number of races. (See scenario (c) in the box.) This may lead to increased competition. Instead of gerrymandering, some researchers find that other factors, such as partisan polarization and the incumbency advantage, have driven the recent decreases in electoral competition. Similarly, a 2009 study found that "congressional polarization is primarily a function of the differences in how Democrats and Republicans represent the same districts rather than a function of which districts each party represents or the distribution of constituency preferences." These findings are, however, a matter of some dispute. While gerrymandering may not decrease electoral competition in all cases, there are certainly instances where gerrymandering does reduce such competition. One state in which gerrymandering has arguably had an adverse effect on electoral competition is California. In 2000, a bipartisan redistricting effort redrew congressional district lines in ways that all but guaranteed incumbent victories; as a result, California saw only one congressional seat change hands between 2000 and 2010. In response to this obvious gerrymandering, a 2010 referendum in California gave the power to redraw congressional district lines to the California Citizens Redistricting Commission, which had been created to draw California State Senate and Assembly districts by another referendum in 2008. In stark contrast to the redistricting efforts that followed the 2000 census, the redistricting commission has created a number of the most competitive congressional districts in the country. Increased incumbent advantage and campaign costs The effect of gerrymandering for incumbents is particularly advantageous, as incumbents are far more likely to be reelected under conditions of gerrymandering. For example, in 2002, according to political scientists Norman Ornstein and Thomas Mann, only four challengers were able to defeat incumbent members of the U.S. Congress, the lowest number in modern American history. Incumbents are likely to be of the majority party orchestrating a gerrymander, and incumbents are usually easily renominated in subsequent elections, including incumbents among the minority. Mann, a Senior Fellow of Governance Studies at the Brookings Institution, has also noted that "Redistricting is a deeply political process, with incumbents actively seeking to minimize the risk to themselves (via bipartisan gerrymanders) or to gain additional seats for their party (via partisan gerrymanders)". The bipartisan gerrymandering that Mann mentions refers to the fact that legislators often also draw distorted legislative districts even when such redistricting does not provide an advantage to their party. Gerrymandering of state legislative districts can effectively guarantee an incumbent's victory by 'shoring up' a district with higher levels of partisan support, without disproportionately benefiting a particular political party. This can be highly problematic from a governance perspective, because forming districts to ensure high levels of partisanship often leads to higher levels of partisanship in legislative bodies. If a substantial number of districts are designed to be polarized, then those districts' representation will also likely act in a heavily partisan manner, which can create and perpetuate partisan gridlock. This demonstrates that gerrymandering can have a deleterious effect on the principle of democratic accountability. With uncompetitive seats/districts reducing the fear that incumbent politicians may lose office, they have less incentive to represent the interests of their constituents, even when those interests conform to majority support for an issue across the electorate as a whole. Incumbent politicians may look out more for their party's interests than for those of their constituents. Gerrymandering can affect campaign costs for district elections. If districts become increasingly stretched out, candidates must pay increased costs for transportation and trying to develop and present campaign advertising across a district. The incumbent's advantage in securing campaign funds is another benefit of his or her having a gerrymandered secure seat. Less descriptive representation Gerrymandering also has significant effects on the representation received by voters in gerrymandered districts. Because gerrymandering can be designed to increase the number of wasted votes among the electorate, the relative representation of particular groups can be drastically altered from their actual share of the voting population. This effect can significantly prevent a gerrymandered system from achieving proportional and descriptive representation, as the winners of elections are increasingly determined by who is drawing the districts rather than the preferences of the voters. Gerrymandering may be advocated to improve representation within the legislature among otherwise underrepresented minority groups by packing them into a single district. This can be controversial, as it may lead to those groups' remaining marginalized in the government as they become confined to a single district. Candidates outside that district no longer need to represent them to win elections. As an example, much of the redistricting conducted in the United States in the early 1990s involved the intentional creation of additional "majority-minority" districts where racial minorities such as African Americans were packed into the majority. This "maximization policy" drew support by both the Republican Party (who had limited support among African Americans and could concentrate their power elsewhere) and by minority representatives elected as Democrats from these constituencies, who then had safe seats. The 2012 election provides a number of examples as to how partisan gerrymandering can adversely affect the descriptive function of states' congressional delegations. In Pennsylvania, for example, Democratic candidates for the House of Representatives received 83,000 more votes than Republican candidates, yet the Republican-controlled redistricting process in 2010 resulted in Democrats losing to their Republican counterparts in 13 out of Pennsylvania's 18 districts. In the seven states where Republicans had complete control over the redistricting process, Republican House candidates received 16.7 million votes and Democratic House candidates received 16.4 million votes. The redistricting resulted in Republican victories in 73 out of the 107 affected seats; in those 7 states, Republicans received 50.4% of the votes but won in over 68% of the congressional districts. While it is but one example of how gerrymandering can have a significant effect on election outcomes, this kind of disproportional representation of the public will seems to be problematic for the legitimacy of democratic systems, regardless of one's political affiliation. In Michigan, redistricting was constructed by a Republican Legislature in 2011. Federal congressional districts were so designed that cities such as Battle Creek, Grand Rapids, Jackson, Kalamazoo, Lansing, and East Lansing were separated into districts with large conservative-leaning hinterlands that essentially diluted the Democratic votes in those cities in Congressional elections. Since 2010 not one of those cities is within a district in which a Democratic nominee for the House of Representatives has a reasonable chance of winning, short of Democratic landslide. Incumbent gerrymandering Gerrymandering can also be done to help incumbents as a whole, effectively turning every district into a packed one and greatly reducing the potential for competitive elections. This is particularly likely to occur when the minority party has significant obstruction power—unable to enact a partisan gerrymander, the legislature instead agrees on ensuring their own mutual reelection. In an unusual occurrence in 2000, for example, the two dominant parties in the state of California cooperatively redrew both state and Federal legislative districts to preserve the status quo, ensuring the electoral safety of the politicians from unpredictable voting by the electorate. This move proved completely effective, as no State or Federal legislative office changed party in the 2004 election, although 53 congressional, 20 state senate, and 80 state assembly seats were potentially at risk. In 2006, the term "70/30 District" came to signify the equitable split of two evenly split (i.e. 50/50) districts. The resulting districts gave each party a guaranteed seat and retained their respective power base. Prison-based gerrymandering Prison-based gerrymandering occurs when prisoners are counted as residents of a particular district, increasing the district's population with non-voters when assigning political apportionment. This phenomenon violates the principle of one person, one vote because, although many prisoners come from (and return to) urban communities, they are counted as "residents" of the rural districts that contain large prisons, thereby artificially inflating the political representation in districts with prisons at the expense of voters in all other districts without prisons. Others contend that prisoners should not be counted as residents of their original districts when they do not reside there and are not legally eligible to vote. Changes to achieve competitive elections Due to the perceived issues associated with gerrymandering and its effect on competitive elections and democratic accountability, numerous countries have enacted reforms making the practice either more difficult or less effective. Countries such as the U.K., Australia, Canada and most of those in Europe have transferred responsibility for defining constituency boundaries to neutral or cross-party bodies. In Spain, they are constitutionally fixed since 1978. In the United States, however, such reforms are controversial and frequently meet particularly strong opposition from groups that benefit from gerrymandering. In a more neutral system, they might lose considerable influence. Redistricting by neutral or cross-party agency The most commonly advocated electoral reform proposal targeted at gerrymandering is to change the redistricting process. Under these proposals, an independent and presumably objective commission is created specifically for redistricting, rather than having the legislature do it. This is the system used in the United Kingdom, where the independent boundary commissions determine the boundaries for constituencies in the House of Commons and the devolved legislatures, subject to ratification by the body in question (almost always granted without debate). A similar situation exists in Australia where the independent Australian Electoral Commission and its state-based counterparts determine electoral boundaries for federal, state and local jurisdictions. To help ensure neutrality, members of a redistricting agency may be appointed from relatively apolitical sources such as retired judges or longstanding members of the civil service, possibly with requirements for adequate representation among competing political parties. Additionally, members of the board can be denied access to information that might aid in gerrymandering, such as the demographic makeup or voting patterns of the population. As a further constraint, consensus requirements can be imposed to ensure that the resulting district map reflects a wider perception of fairness, such as a requirement for a supermajority approval of the commission for any district proposal. Consensus requirements, however, can lead to deadlock, such as occurred in Missouri following the 2000 census. There, the equally numbered partisan appointees were unable to reach consensus in a reasonable time, and consequently the courts had to determine district lines. In the U.S. state of Iowa, the nonpartisan Legislative Services Bureau (LSB, akin to the U.S. Congressional Research Service) determines boundaries of electoral districts. Aside from satisfying federally mandated contiguity and population equality criteria, the LSB mandates unity of counties and cities. Consideration of political factors such as location of incumbents, previous boundary locations, and political party proportions is specifically forbidden. Since Iowa's counties are chiefly regularly shaped polygons, the LSB process has led to districts that follow county lines. In 2005, the U.S. state of Ohio had a ballot measure to create an independent commission whose first priority was competitive districts, a sort of "reverse gerrymander". A complex mathematical formula was to be used to determine the competitiveness of a district. The measure failed voter approval chiefly due to voter concerns that communities of interest would be broken up. In 2017, the Open Our Democracy Act of 2017 was submitted to the US House of Representatives by Rep. Delaney as a means to implement non-partisan redistricting. Redistricting by partisan competition Many redistricting reforms seek to remove partisanship to ensure fairness in the redistricting process. The I-cut-you-choose method achieves fairness by putting the two major-parties in direct competition. I-cut-you-choose is a fair division method to divide resources amongst two parties, regardless of which party cuts first. This method typically relies on assumptions of contiguity of districts but ignores all other constraints such as keeping communities of interest together. This method has been applied to nominal redistricting problems but it generally has less public interest than other types of redistricting reforms. The I-cut-you-choose concept was popularized by the board game Berrymandering. Problems with this method arise when minor parties are shut-out of the process which will reinforce the two-party system. Additionally, while this method is provably fair to the two parties creating the districts, it is not necessarily fair to the communities they represent. Transparency regulations When a single political party controls both legislative houses of a state during redistricting, both Democrats and Republicans have displayed a marked propensity for couching the process in secrecy; in May 2010, for example, the Republican National Committee held a redistricting training session in Ohio where the theme was "Keep it Secret, Keep it Safe". The need for increased transparency in redistricting processes is clear; a 2012 investigation by The Center for Public Integrity reviewed every state's redistricting processes for both transparency and potential for public input, and ultimately assigned 24 states grades of either D or F. In response to these types of problems, redistricting transparency legislation has been introduced to US Congress a number of times in recent years, including the Redistricting Transparency Acts of 2010, 2011, and 2013. Such policy proposals aim to increase the transparency and responsiveness of the redistricting systems in the US. The merit of increasing transparency in redistricting processes is based largely on the premise that lawmakers would be less inclined to draw gerrymandered districts if they were forced to defend such districts in a public forum. Changing the voting system Because gerrymandering relies on the wasted-vote effect, the use of a different voting system with fewer wasted votes can help reduce gerrymandering. In particular, the use of multi-member districts alongside voting systems establishing proportional representation such as single transferable voting can reduce wasted votes and gerrymandering. Semi-proportional voting systems such as single non-transferable vote or cumulative voting are relatively simple and similar to first past the post and can also reduce the proportion of wasted votes and thus potential gerrymandering. Electoral reformers have advocated all three as replacement systems. Electoral systems with various forms of proportional representation are now found in nearly all European countries, resulting in multi-party systems (with many parties represented in the parliaments) with higher voter attendance in the elections, fewer wasted votes, and a wider variety of political opinions represented. Electoral systems with election of just one winner in each district (i.e., "winner-takes-all" electoral systems) and no proportional distribution of extra mandates to smaller parties tend to create two-party systems. This effect, labeled Duverger's law by political scientists, was described by Maurice Duverger. Using fixed districts Another way to avoid gerrymandering is simply to stop redistricting altogether and use existing political boundaries such as state, county, or provincial lines. While this prevents future gerrymandering, any existing advantage may become deeply ingrained. The United States Senate, for instance, has more competitive elections than the House of Representatives due to the use of existing state borders rather than gerrymandered districts—Senators are elected by their entire state, while Representatives are elected in legislatively drawn districts. The use of fixed districts creates an additional problem, however, in that fixed districts do not take into account changes in population. Individual voters can come to have very different degrees of influence on the legislative process. This malapportionment can greatly affect representation after long periods of time or large population movements. In the United Kingdom during the Industrial Revolution, several constituencies that had been fixed since they gained representation in the Parliament of England became so small that they could be won with only a handful of voters (rotten boroughs). Similarly, in the U.S. the Alabama Legislature refused to redistrict for more than 60 years, despite major changes in population patterns. By 1960 less than a quarter of the state's population controlled the majority of seats in the legislature. This practice of using fixed districts for state legislatures was effectively banned in the United States after the Reynolds v. Sims Supreme Court decision in 1964, establishing a rule of one man, one vote. Objective rules to create districts Another means to reduce gerrymandering is to create objective, precise criteria to which any district map must comply. Courts in the United States, for instance, have ruled that congressional districts must be contiguous in order to be constitutional. This, however, is not a particularly effective constraint, as very narrow strips of land with few or no voters in them may be used to connect separate regions for inclusion in one district, as is the case in Illinois's 4th congressional district. Depending on the distribution of voters for a particular party, metrics that maximize compactness can be opposed to metrics that minimize the efficiency gap. For example, in the United States, voters registered with the Democratic Party tend to be concentrated in cities, potentially resulting in a large number of "wasted" votes if compact districts are drawn around city populations. Neither of these metrics take into consideration other possible goals, such as proportional representation based on other demographic characteristics (such as race, ethnicity, gender, or income), maximizing competitiveness of elections (the greatest number of districts where party affiliation is 50/50), avoiding splits of existing government units (like cities and counties), and ensuring representation of major interest groups (like farmers or voters in a specific transportation corridor), though any of these could be incorporated into a more complicated metric. Minimum district to convex polygon ratio One method is to define a minimum district to convex polygon ratio . To use this method, every proposed district is circumscribed by the smallest possible convex polygon (its convex hull; think of stretching a rubberband around the outline of the district). Then, the area of the district is divided by the area of the polygon; or, if at the edge of the state, by the portion of the area of the polygon within state boundaries. The advantages of this method are that it allows a certain amount of human intervention to take place (thus solving the Colorado problem of splitline districting); it allows the borders of the district to follow existing jagged subdivisions, such as neighbourhoods or voting districts (something isoperimetric rules would discourage); and it allows concave coastline districts, such as the Florida gulf coast area. It would mostly eliminate bent districts, but still permit long, straight ones. However, since human intervention is still allowed, the gerrymandering issues of packing and cracking would still occur, just to a lesser extent. Shortest splitline algorithm The Center for Range Voting has proposed a way to draw districts by a simple algorithm. The algorithm uses only the shape of the state, the number of districts wanted, and the population distribution as inputs. The algorithm (slightly simplified) is: Start with the boundary outline of the state. Let =A+B where is the number of districts to create, and A and B are two whole numbers, either equal (if is even) or differing by exactly one (if is odd). For example, if is 10, each of and would be 5. If is 7, would be 4 and would be 3. Among all possible straight lines that split the state into two parts with the population ratio A:B, choose the shortest. If there are two or more such shortest lines, choose the one that is most north–south in direction; if there is still more than one possibility, choose the westernmost. We now have two hemi-states, each to contain a specified number (namely and ) of districts. Handle them recursively via the same splitting procedure. Any human residence that is split in two or more parts by the resulting lines is considered to be a part of the most north-eastern of the resulting districts; if this does not decide it, then of the most northern. This district-drawing algorithm has the advantages of simplicity, ultra-low cost, a single possible result (thus no possibility of human interference), lack of intentional bias, and it produces simple boundaries that do not meander needlessly. It has the disadvantage of ignoring geographic features such as rivers, cliffs, and highways and cultural features such as tribal boundaries. This landscape oversight causes it to produce districts different from those a human would produce. Ignoring geographic features can induce very simple boundaries. While most districts produced by the method will be fairly compact and either roughly rectangular or triangular, some of the resulting districts can still be long and narrow strips (or triangles) of land. Like most automatic redistricting rules, the shortest splitline algorithm will fail to create majority-minority districts, for both ethnic and political minorities, if the minority populations are not very compact. This might reduce minority representation. Another criticism of the system is that splitline districts sometimes divide and diffuse the voters in a large metropolitan area. This condition is most likely to occur when one of the first splitlines cuts through the metropolitan area. It is often considered a drawback of the system because residents of the same agglomeration are assumed to be a community of common interest. This is most evident in the splitline allocation of Colorado. However, in cases when the splitline divides a large metropolitan area, it is usually because that large area has enough population for multiple districts. In cases which the large area only has the population for one district, then the splitline usually results in the urban area being in one district with the other district being rural. As of July 2007, shortest-splitline redistricting pictures, based on the results of the 2000 census, are available for all 50 states. Minimum isoperimetric quotient It is possible to define a specific minimum isoperimetric quotient, proportional to the ratio between the area and the square of the perimeter of any given congressional voting district. Although technologies presently exist to define districts in this manner, there are no rules in place mandating their use, and no national movement to implement such a policy. One problem with the simplest version of this rule is that it would prevent incorporation of jagged natural boundaries, such as rivers or mountains; when such boundaries are required, such as at the edge of a state, certain districts may not be able to meet the required minima. One way of avoiding this problem is to allow districts which share a border with a state border to replace that border with a polygon or semi-circle enclosing the state boundary as a kind of virtual boundary definition, but using the actual perimeter of the district whenever this occurs inside the state boundaries. Enforcing a minimum isoperimetric quotient would encourage districts with a high ratio between area and perimeter. Efficiency gap calculation The efficiency gap is a simply-calculable measure that can show the effects of gerrymandering. It measures wasted votes for each party: the sum of votes cast in losing districts (losses due to cracking) and excess votes cast in winning districts (losses due to packing). The difference in these wasted votes are divided by total votes cast, and the resulting percentage is the efficiency gap. In 2017, Boris Alexeev and Dustin Mixon proved that "sometimes, a small efficiency gap is only possible with bizarrely shaped districts". This means that it is mathematically impossible to always devise boundaries which would simultaneously meet certain Polsby–Popper and efficiency gap targets. Use of databases and computer technology The introduction of modern computers alongside the development of elaborate voter databases and special districting software has made gerrymandering a far more precise science. Using such databases, political parties can obtain detailed information about every household including political party registration, previous campaign donations, and the number of times residents voted in previous elections and combine it with other predictors of voting behavior such as age, income, race, or education level. With this data, gerrymandering politicians can predict the voting behavior of each potential district with an astonishing degree of precision, leaving little chance for creating an accidentally competitive district. On the other hand, the introduction of modern computers would allow the United States Census Bureau to calculate more equal populations in every voting district that are based only on districts being the most compact and equal populations. This could be done easily using their Block Centers based on the Global Positioning System rather than street addresses. With this data, gerrymandering politicians will not be in charge, thus allowing competitive districts again. Online web apps such as Dave's Redistricting have allowed users to simulate redistricting states into legislative districts as they wish. According to Bradlee, the software was designed to "put power in people's hands," and so that they "can see how the process works, so it's a little less mysterious than it was 10 years ago." Markov chain Monte Carlo (MCMC) can measure the extent to which redistricting plans favor a particular party or group in election, and can support automated redistricting simulators. Voting systems First-past-the-post Gerrymandering is most likely to emerge, in majoritarian systems, where the country is divided into several voting districts and the candidate with the most votes wins the district. If the ruling party is in charge of drawing the district lines, it can abuse the fact that in a majoritarian system all votes that do not go to the winning candidate are essentially irrelevant to the composition of a new government. Even though gerrymandering can be used in other voting systems, it has the most significant impact on voting outcomes in first-past-the-post systems. Partisan redrawing of district lines is particularly harmful to democratic principles in majoritarian two-party systems. In general, two party systems tend to be more polarized than proportional systems. Possible consequences of gerrymandering in such a system can be an amplification of polarization in politics and a lack of representation of minorities, as a large part of the constituency is not represented in policy making. However, not every state using a first-past-the-post system is being confronted with the negative impacts of gerrymandering. Some countries, such as Australia, Canada and the UK, authorize non-partisan organizations to set constituency boundaries in attempt to prevent gerrymandering. Proportional systems The introduction of a proportional system is often proposed as the most effective solution to partisan gerrymandering. In such systems the entire constituency is being represented proportionally to their votes. Even though voting districts can be part of a proportional system, the redrawing of district lines would not benefit a party, as those districts are mainly of organizational value. Mixed systems In mixed systems that use proportional and majoritarian voting principles, the usage of gerrymandering is a constitutional obstacle that states have to deal with. However, in mixed systems the advantage a political actor can potentially gain from redrawing district lines is much less than in majoritarian systems. In mixed systems voting districts are mostly being used to avoid that elected parliamentarians are getting too detached from their constituency. The principle which determines the representation in parliament is usually the proportional aspect of the voting system. Seats in parliament are being allocated to each party in accordance to the proportion of their overall votes. In most mixed systems, winning a voting district merely means that a candidate is guaranteed a seat in parliament, but does not expand a party's share in the overall seats. However, gerrymandering can still be used to manipulate the outcome in voting districts. In most democracies with a mixed system, non-partisan institutions are in charge of drawing district lines and therefore Gerrymandering is a less common phenomenon. Difference from malapportionment Gerrymandering should not be confused with malapportionment, whereby the number of eligible voters per elected representative can vary widely without relation to how the boundaries are drawn. Nevertheless, the -mander suffix has been applied to particular malapportionments. Sometimes political representatives use both gerrymandering and malapportionment to try to maintain power. Examples Several western democracies, notably Israel, the Netherlands and Slovakia employ an electoral system with only one (nationwide) voting district for election of national representatives. This virtually precludes gerrymandering. Other European countries such as Austria, Czechia or Sweden, among many others, have electoral districts with fixed boundaries (usually one district for each administrative division). The number of representatives for each district can change after a census due to population shifts, but their boundaries do not change. This also effectively eliminates gerrymandering. Additionally, many countries where the president is directly elected by the citizens (e.g. France, Poland, among others) use only one electoral district for presidential election, despite using multiple districts to elect representatives. Australia National Gerrymandering has not typically been considered a problem in the Australian electoral system largely because drawing of electoral boundaries has typically been done by non-partisan electoral commissions. There have been historical cases of malapportionment, whereby the distribution of electors to electorates was not in proportion to the population in several states. In the 1998 Australian federal election, the opposition Australian Labor Party, led by Kim Beazley, received 50.98% of the two-party-preferred vote in the House of Representatives, but won only 67/148 seats (45.05%). The incumbent Liberal National Coalition government led by Prime Minister John Howard won 49.02% of the vote and 80 of 148 seats (54.05%). Compared to the previous election, there was a swing of 4.61% against the Coalition, who lost 14 seats. After Howard's victory, many Coalition seats were extremely marginal, having only been won by less than 1% (less than 1200 votes). This election result is generally not attributed to gerrymandering or malapportionment. South Australia Sir Thomas Playford was Premier of the state of South Australia from 1938 to 1965 as a result of a system of malapportionment, which became known as the Playmander, despite it not strictly speaking involving a gerrymander. More recently the nominally independent South Australian Electoral Districts Boundaries Commission has been accused of favouring the Australian Labor Party, as the party has been able to form government in four of the last seven elections, despite receiving a lower two-party preferred vote. Queensland In the state of Queensland, malapportionment combined with a gerrymander under Country Party Premier Sir Joh Bjelke-Petersen (knighted by Queen Elizabeth II at his own request) became nicknamed the Bjelkemander in the 1970s and 1980s. The malapportionment had been originally designed to favour rural areas in the 1930s-1950s by a Labor government who drew their support from agricultural and mine workers in rural areas. This helped Labor to stay in government from 1932–1957. As demographics and political views shifted over time, this system came to favour the Country Party instead. The Country Party led by Frank Nicklin came to power in 1957, deciding to keep the malapportionment that favoured them. In 1968, Joh Bjelke-Petersen became leader of the Country Party and Premier. In the 1970s, he further expanded the malapportionment and gerrymandering which then became known as the Bjelkemander. Under the system, electoral boundaries were drawn so that rural electorates had as few as half as many voters as metropolitan ones and regions with high levels of support for the Labor Party were concentrated into fewer electorates, allowing Bjelke-Petersen's government to remain in power for despite attracting substantially less than 50% of the vote. In the 1986 election, for example, the National Party received 39.64% of the first preference vote and won 49 seats (in the 89 seat Parliament) whilst the Labor Opposition received 41.35% but won only 30 seats. Bjelke-Petersen also used the system to disadvantage Liberal Party (traditionally allied with the Country Party) voters in urban areas, allowing Bjelke-Petersen's Country Party to rule alone, shunning the Liberals. Bjelke-Petersen also used Queensland Police brutality to quell protests, and Queensland under his government was frequently described as a police state. In 1987 he was eventually forced to resign in disgrace after the Fitzgerald Inquiry revealed wide-ranging corruption in his cabinet and the Queensland Police, resulting in the prosecution and jailing of Country Party members. Before resigning, Bjelke-Petersen asked the Governor of Queensland to sack his own cabinet, in an unsuccessful attempt to cling to power. Labor won the next election, and have remained the dominant party in Queensland since then. The Country Party and Liberal Party eventually merged in Queensland to become the Liberal-National Party, while the Country Party in other states was renamed as the National Party. Bahamas The 1962 Bahamian general election was likely influenced by gerrymandering. Canada Gerrymandering used to be prominent in Canadian politics, but is no longer prominent, after independent redistricting commissions were established in all provinces. Early in Canadian history, both the federal and provincial levels used gerrymandering to try to maximize partisan power. When Alberta and Saskatchewan were admitted to Confederation in 1905, their original district boundaries were set forth in the respective Alberta and Saskatchewan Acts. Federal Liberal cabinet members devised the boundaries to ensure the election of provincial Liberal governments. British Columbia used a combination of single-member and dual-member constituencies to solidify the power of the centre-right British Columbia Social Credit Party until 1991. Since responsibility for drawing federal and provincial electoral boundaries was handed over to independent agencies, the problem has largely been eliminated at those levels of government. Manitoba was the first province to authorize a non-partisan group to define constituency boundaries in the 1950s. In 1964, the federal government delegated the drawing of boundaries for federal electoral districts to the non-partisan agency Elections Canada which answers to Parliament rather than the government of the day. As a result, gerrymandering is not generally a major issue in Canada except at the civic level. Although city wards are recommended by independent agencies, city councils occasionally overrule them. That is much more likely if the city is not homogenous and different neighborhoods have sharply different opinions about city policy direction. In 2006, a controversy arose in Prince Edward Island over the provincial government's decision to throw out an electoral map drawn by an independent commission. Instead, they created two new maps. The government adopted the second of them, which was designed by the caucus of the governing Progressive Conservative Party of Prince Edward Island. Opposition parties and the media attacked Premier Pat Binns for what they saw as gerrymandering of districts. Among other things, the government adopted a map that ensured that every current Member of the Legislative Assembly from the premier's party had a district to run in for re-election, but in the original map, several had been redistricted. However, in the 2007 provincial election only seven of 20 incumbent Members of the Legislative Assembly were re-elected (seven did not run for re-election), and the government was defeated. Chile The military government which ruled Chile from 1973 to 1990 was ousted in a national plebiscite in October 1988. Opponents of General Augusto Pinochet voted NO to remove him from power and to trigger democratic elections, while supporters (mostly from the right-wing) voted YES to keep him in office for another eight years. Five months prior to the plebiscite, the regime published a law regulating future elections and referendums, but the configuration of electoral districts and the manner in which National Congress seats would be awarded were only added to the law seven months after the referendum. For the Chamber of Deputies (lower house), 60 districts were drawn by grouping (mostly) neighboring communes (the smallest administrative subdivision in the country) within the same region (the largest). It was established that two deputies would be elected per district, with the most voted coalition needing to outpoll its closest rival by a margin of more than 2-to-1 to take both seats. The results of the 1988 plebiscite show that neither the "NO" side nor the "YES" side outpolled the other by said margin in any of the newly established districts. They also showed that the vote/seat ratio was lower in districts which supported the "YES" side and higher in those where the "NO" was strongest. In spite of this, at the 1989 parliamentary election, the center-left opposition was able to capture both seats (the so-called doblaje) in twelve out of 60 districts, winning control of 60% of the Chamber. Senate constituencies were created by grouping all lower-chamber districts in a region, or by dividing a region into two constituencies of contiguous lower-chamber districts. The 1980 Constitution allocated a number of seats to appointed senators, making it harder for one side to change the Constitution by itself. The opposition won 22 senate seats in the 1989 election, taking both seats in three out of 19 constituencies, controlling 58% of the elected Senate, but only 47% of the full Senate. The unelected senators were eliminated in the 2005 constitutional reforms, but the electoral map has remained largely untouched (two new regions were created in 2007, one of which altered the composition of two senatorial constituencies; the first election to be affected by this minor change took place in 2013). France France is one of the few countries to let legislatures redraw the map with no check. In practice, the Parliament of France sets up an executive commission. Districts called arrondissements were used in the Third Republic and under the Fifth Republic they are called circonscriptions. During the Third Republic, some reforms of arrondissements, which were also used for administrative purposes, were largely suspected to have been arranged to favor the kingmaker in the National Assembly, the Radical Party. The dissolution of Seine and Seine-et-Oise départements by de Gaulle was seen as a case of Gerrymandering to counter communist influence around Paris. In the modern regime, there were three designs: in 1958 (regime change), 1987 (by Charles Pasqua) and 2010 (by Alain Marleix), three times by conservative governments. Pasqua's drawing was known to have been particularly good at gerrymandering, resulting in 80% of the seats with 58% of the vote in 1993, and forcing Socialists in the 1997 snap election to enact multiple pacts with smaller parties in order to win again, this time as a coalition. In 2010, the Sarkozy government created 12 districts for expats. The Constitutional council was called twice by the opposition to decide about gerrymandering, but it never considered partisan disproportions. However, it forced the Marleix committee to respect an 80–120% population ratio, ending a tradition dating back to the Revolution in which départements, however small in population, would send at least two MPs. Germany When the electoral districts in Germany were redrawn in 2000, the ruling center-left Social Democratic Party (SPD) was accused of gerrymandering to marginalize the left-wing Party of Democratic Socialism (PDS). The SPD combined traditional PDS strongholds in the former East Berlin with new districts made up of more populous areas of the former West Berlin, where the PDS had very limited following. After having won four seats in Berlin in the 1998 national election, the PDS was able to retain only two seats altogether in the 2002 elections. Under German electoral law, a political party has to win either more than five percent of the votes or at least three directly elected seats, to qualify for top-up seats under the Additional Member System. The PDS vote fell below five percent thus they failed to qualify for top-up seats and were confined to just two members of the Bundestag, the German federal parliament (elected representatives are always allowed to hold their seats as individuals). Had they won a third constituency, the PDS would have gained at least 25 additional seats, which would have been enough to hold the balance of power in the Bundestag. In the election of 2005, The Left (successor of the PDS) gained 8.7% of the votes and thus qualified for top-up seats. The number of Bundestag seats of parties which previously got over 5% of the votes cannot be affected very much by gerrymandering, because seats are awarded to these parties on a proportional basis. However, when a party wins so many districts in any one of the 16 federal states that those seats alone count for more than its proportional share of the vote in that same state does the districting have some influence on larger parties—those extra seats, called "Überhangmandate", remain. In the Bundestag election of 2009, Angela Merkel's CDU/CSU gained 24 such extra seats, while no other party gained any; this skewed the result so much that the Federal Constitutional Court of Germany issued two rulings declaring the existing election laws invalid and requiring the Bundestag to pass a new law limiting such extra seats to no more than 15. In 2013, Germany's Supreme Court ruled on the constitutionality of Überhangmandate, which from then on have to be added in proportion to the second vote of each party thereby making it impossible that one party can have more seats than earned by the proportionate votes in the election. Greece Gerrymandering has been rather common in Greek history since organized parties with national ballots only appeared after the 1926 Constitution. The only case before that was the creation of the Piraeus electoral district in 1906, in order to give the Theotokis party a safe district. The most infamous case of gerrymandering was in the 1956 election. While in previous elections the districts were based on the prefecture level (νομός), for 1956 the country was split in districts of varying sizes, some being the size of prefectures, some the size of sub-prefectures (επαρχία) and others somewhere in between. In small districts the winning party would take all seats, in intermediate size, it would take most and there was proportional representation in the largest districts. The districts were created in such a way that small districts were those that traditionally voted for the right while large districts were those that voted against the right. This system has become known as the three-phase (τριφασικό) system or the baklava system (because, as baklava is split into full pieces and corner pieces, the country was also split into disproportionate pieces). The opposition, being composed of the center and the left, formed a coalition with the sole intent of changing the electoral law and then calling new elections. Even though the centrist and leftist opposition won the popular vote (1,620,007 votes against 1,594,992), the right-wing ERE won the majority of seats (165 to 135) and was to lead the country for the next two years. Hong Kong In Hong Kong, functional constituencies are demarcated by the government and defined in statutes, making them prone to gerrymandering. The functional constituency for the information technology sector was particular criticized for gerrymandering and voteplanting. There are also gerrymandering concerns in the constituencies of district councils. Hungary In 2011, Fidesz politician János Lázár has proposed a redesign to Hungarian voting districts; considering the territorial results of previous elections, this redesign would favor right-wing politics according to the opposition. Since then, the law has been passed by the Fidesz-majority National Assembly. By the political think tanks and media close to the opposition, it took twice as many votes to gain a seat in some election districts as in some others. However, their findings are controversial. Ireland Until the 1980s Dáil boundaries in Ireland were drawn not by an independent commission but by government ministers. Successive arrangements by governments of all political characters have been attacked as gerrymandering. Ireland uses the single transferable vote, and as well as the actual boundaries drawn, the main tool of gerrymandering has been the number of seats per constituency used, with three-seat constituencies normally benefiting the strongest parties in an area, whereas four-seat constituencies normally help smaller parties. In 1947 the rapid rise of new party Clann na Poblachta threatened the position of the governing party Fianna Fáil. The government of Éamon de Valera introduced the Electoral (Amendment) Act 1947, which increased the size of the Dáil from 138 to 147 and increased the number of three-seat constituencies from fifteen to twenty-two. The result was described by the journalist and historian Tim Pat Coogan as "a blatant attempt at gerrymander which no Six County Unionist could have bettered." The following February the 1948 general election was held and Clann na Poblachta secured ten seats instead of the nineteen they would have received proportional to their vote. In the mid-1970s, the Minister for Local Government, James Tully, attempted to arrange the constituencies to ensure that the governing Fine Gael–Labour Party National Coalition would win a parliamentary majority. The Electoral (Amendment) Act 1974 was planned as a major reversal of previous gerrymandering by Fianna Fáil (then in opposition). Tully ensured that there were as many as possible three-seat constituencies where the governing parties were strong, in the expectation that the governing parties would each win a seat in many constituencies, relegating Fianna Fáil to one out of three. In areas where the governing parties were weak, four-seat constituencies were used so that the governing parties had a strong chance of still winning two. The election results created substantial change, as there was a larger than expected collapse in the vote. Fianna Fáil won a landslide victory in the 1977 Irish general election, two out of three seats in many cases, relegating the National Coalition parties to fight for the last seat. Consequently, the term "Tullymandering" was used to describe the phenomenon of a failed attempt at gerrymandering. Italy A hypothesis of gerrymandering was theorized by constituencies drawn by the electoral act of 2017, so-called Rosatellum. Kuwait From the years 1981 until 2005, Kuwait was divided into 25 electoral districts in order to over-represent the government's supporters (the 'tribes'). In July 2005, a new law for electoral reforms was approved which prevented electoral gerrymandering by cutting the number of electoral districts from 25 to 5. The government of Kuwait found that 5 electoral districts resulted in a powerful parliament with the majority representing the opposition. A new law was crafted by the government of Kuwait and signed by the Amir to gerrymander the districts to 10 allowing the government's supporters to regain the majority. Malaysia The practice of gerrymandering has been around in the country since its independence in 1957. The ruling coalition at that time, Barisan Nasional (BN; English: "National Front"), has been accused of controlling the election commission by revising the boundaries of constituencies. For example, during the 13th General Election in 2013, Barisan Nasional won 60% of the seats in the Malaysian Parliament despite only receiving 47% of the popular vote. Malapportionment has also been used at least since 1974, when it was observed that in one state alone (Perak), the parliamentary constituency with the most voters had more than ten times as many voters as the one with the fewest voters. These practices finally failed BN in the 14th General Election on 9 May 2018, when the opposing Pakatan Harapan (PH; English: "Alliance of Hope") won despite perceived efforts of gerrymandering and malapportionment from the incumbent. Malta The Labour Party that won in 1981, even though the Nationalist Party got the most votes, did so because of its gerrymandering. A 1987 constitutional amendment prevented that situation from reoccurring. Nepal After the restoration of democracy in 1990, Nepali politics has well exercised the practice of gerrymandering with the view to take advantage in the election. It was often practiced by Nepali Congress, which remained in power in most of the time. Learning from this, the reshaping of constituency was done for constituent assembly and the opposition now wins elections. Philippines Congressional districts in the Philippines were originally based on an ordinance from the 1987 Constitution, which was created by the Constitutional Commission, which was ultimately based on legislative districts as they were drawn in 1907. The same constitution gave Congress of the Philippines the power to legislate new districts, either through a national redistricting bill or piecemeal redistricting per province or city. Congress has never passed a national redistricting bill since the approval of the 1987 constitution, while it has incrementally created 34 new districts, out of the 200 originally created in 1987. This allows Congress to create new districts once a place reaches 250,000 inhabitants, the minimum required for its creation. With this, local dynasties, through congressmen, can exert influence in the district-making process by creating bills carving new districts from old ones. In time, as the population of the Philippines increases, these districts, or groups of it, will be the basis of carving new provinces out of existing ones. An example was in Camarines Sur, where two districts were divided into three districts which allegedly favors the Andaya and the Arroyo families; it caused Rolando Andaya and Dato Arroyo, who would have otherwise run against each other, run in separate districts, with one district allegedly not even surpassing the 250,000-population minimum. The Supreme Court later ruled that the 250,000 population minimum does not apply to an additional district in a province. The resulting splits would later be the cause of another gerrymander, where the province would be split into a new province called Nueva Camarines; the bill was defeated in the Senate in 2013. Singapore In recent decades, critics have accused the ruling People's Action Party (PAP) of unfair electoral practices to maintain significant majorities in the Parliament of Singapore. Among the complaints are that the government uses gerrymandering. The Elections Department was established as part of the executive branch under the Prime Minister of Singapore, rather than as an independent body. Critics have accused it of giving the ruling party the power to decide polling districts and polling sites through electoral engineering, based on poll results in previous elections. Members of opposition parties claim that the Group Representation Constituency system is "synonymous to gerrymandering", pointing out examples of Cheng San GRC and Eunos GRC which were dissolved by the Elections Department with voters redistributed to other constituencies after opposition parties gained ground in elections. South Africa The landmark 1948 general election was influenced by provisions of the Constitution granting rural areas more constituencies in Parliament than urban areas. Thus the white-supremacist National Party won a plurality against the more moderate United Party despite receiving fewer votes and implemented apartheid. Spain Until the establishment of the Second Spanish Republic in 1931, Spain used both single-member and multi-member constituencies in general elections. Multi-member constituencies were only used in some big cities. Some gerrymandering examples included the districts of Vilademuls or Torroella de Montgrí in Catalonia. These districts were created in order to prevent the Federal Democratic Republican Party to win a seat in Figueres or La Bisbal and to secure a seat to the dynastic parties. Since 1931, the constituency boundaries match the province boundaries. After the Francoist dictatorship, during the transition to democracy, these fixed provincial constituencies were reestablished in Section 68.2 of the current 1978 Spanish Constitution, so gerrymandering is impossible in general elections. There are not winner-takes-all elections in Spain except for the tiny territories of Ceuta and Melilla (which only have one representative each); everywhere else the number of representatives assigned to a constituency is proportional to its population and calculated according to a national law, so tampering with under- or over-representation is difficult too. European, some regional and municipal elections are held under single, at-large multi-member constituencies with proportional representation and gerrymandering is not possible either. Sri Lanka Sri Lanka's new Local Government elections process has been the talking point of gerrymandering since its inception. Even though that talk was more about the ward-level, it is also seen in some local council areas too. Sudan In the most recent election of 2010, there were numerous examples of gerrymandering throughout the entire country of Sudan. A report from the Rift Valley Institute uncovered violations of Sudan's electoral law, where constituencies were created that were well below and above the required limit. According to Sudan's National Elections Act of 2008, no constituency can have a population that is 15% greater or less than the average constituency size. The Rift Valley Report uncovered a number of constituencies that are in violation of this rule. Examples include constituencies in Jonglei, Warrap, South Darfur, and several other states. Turkey Turkey has used gerrymandering in the city of Istanbul in the 2009 municipal elections. Just before the election Istanbul was divided into new districts. Large low income neighborhoods were bundled with the rich neighborhoods to win the municipal elections. United Kingdom Northern Ireland Parliamentary Elections Prior to the establishment of Home Rule in Northern Ireland, the UK government had installed the single transferable vote (STV) system in Ireland to secure fair elections in terms of proportional representation in its Parliaments. After two elections under that system, in 1929 Stormont changed the electoral system to be the same as the rest of the United Kingdom: a single-member first past the post system. The only exception was for the election of four Stormont MPs to represent the Queen's University of Belfast. Some scholars believe that the boundaries were gerrymandered to under-represent Nationalists. Other geographers and historians, for instance Professor John H. Whyte, disagree. They have argued that the electoral boundaries for the Parliament of Northern Ireland were not gerrymandered to a greater level than that produced by any single-winner election system, and that the actual number of Nationalist MPs barely changed under the revised system (it went from 12 to 11 and later went back up to 12). Most observers have acknowledged that the change to a single-winner system was a key factor, however, in stifling the growth of smaller political parties, such as the Northern Ireland Labour Party and Independent Unionists. In the 1967 election, Unionists won 35.5% of the votes and received 60% of the seats, while Nationalists got 27.4% of the votes but received 40% of the seats. This meant that both the Unionist and Nationalist parties were over-represented, while the Northern Ireland Labour Party and Independents (amounting to more than 35% of the votes cast) were severely under-represented. After Westminster reintroduced direct rule in 1973, it restored the single transferable vote (STV) for elections to the Northern Ireland Assembly in the following year, using the same definitions of constituencies as for the Westminster Parliament. Currently, in Northern Ireland, all elections use STV except those for positions in the Westminster Parliament, which follow the pattern in the rest of the United Kingdom by using "first past the post." Local authority Elections Gerrymandering (Irish: Claonroinnt) in local elections was introduced in 1923 by the Leech Commission. This was a one-man commission: Sir John Leech, K.C. was appointed by Dawson Bates, Northern Ireland's Minister of Home Affairs, to redraw Northern Ireland's local government electoral boundaries. Leech was also chairman of the Advisory Committee who recommended the release or continued detention of the persons that the Northern Irish government was interning without trial at that time. Leech's changes, together with a resultant boycott by the Irish Nationalist community, resulted in Unionists gaining control of Londonderry County Borough Council, Fermanagh and Tyrone County Councils, and also retaking eight rural district councils. These county councils, and most of the district councils, remained under Unionist control, despite the majority of their population being Catholic, until the United Kingdom government imposed Direct Rule in 1972. Leech's new electoral boundaries for the 1924 Londonderry County Borough Council election reduced the number of wards from four to three, only one of which would have a Nationalist majority. This resulted in election of a Unionist council in every election, until the County Borough Council's replacement in 1969 by the unelected Londonderry Development Commission, in a city where Nationalists had a large majority and had won previous elections. Some critics and supporters spoke at the time of "A Protestant Parliament for a Protestant People". This passed also into local government, where appointments and jobs were given to the supporters of the elected majorities. Stephen Gwynn had noted as early as 1911 that since the introduction of the Local Government (Ireland) Act 1898: In Armagh there are 68,000 Protestants, 56,000 Catholics. The County Council has twenty-two Protestants and eight Catholics. In Tyrone, Catholics are a majority of the population, 82,000 against 68,000; but the electoral districts have been so arranged that Unionists return sixteen as against thirteen Nationalists (one a Protestant). This Council gives to the Unionists two to one majority on its Committees, and out of fifty-two officials employs only five Catholics. In Antrim, which has the largest Protestant majority (196,000 to 40,000), twenty-six Unionists and three Catholics are returned. Sixty officers out of sixty-five are good Unionists and Protestants. Initially Leech drew the boundaries, but from the 1920s to the 1940s the province-wide government redrew them to reinforce the gerrymander. United Kingdom – Boundary review The number of electors in a United Kingdom constituency can vary considerably, with the smallest constituency currently (2017 electoral register) having fewer than a fifth of the electors of the largest (Scotland's Na h-Eileanan an Iar (21,769 constituents) and Orkney and Shetland (34,552), compared to England's North West Cambridgeshire (93,223) and Isle of Wight (110,697)). This variation has resulted from: Scotland and Wales being favoured in the Westminster Parliament with deliberately smaller electoral quotas (average electors per constituency) than those in England and Northern Ireland. This inequality was initiated by the House of Commons (Redistribution of Seats) Act 1958, which eliminated the previous common electoral quota for the whole United Kingdom and replaced it with four separate national quotas for the respective Boundaries commissions to work to: England 69,534; Northern Ireland 67,145, Wales 58,383 and in Scotland only 54,741 electors. Current rules historically favouring geographically "natural" constituencies, this continues to give proportionally greater representation to Wales and Scotland. Population migrations, due to white flight and deindustrialization tending to decrease the number of electors in inner-city districts. Under the Sixth Periodic Review of Westminster constituencies, the Coalition government planned to review and redraw the parliamentary constituency boundaries for the House of Commons of the United Kingdom. The review and redistricting was to be carried out by the four UK boundary commissions to produce a reduction from 650 to 600 seats, and more uniform sizes, such that a constituency was to have no fewer than 70,583 and no more than 80,473 electors. The process was intended to address historic malapportionment, and be complete by 2015. Preliminary reports suggesting the areas set to lose the fewest seats historically tended to vote Conservative, while other less populous and deindustrialized regions, such as Wales, which would lose a larger proportion of its seats, tending to have more Labour and Liberal Democrat voters, partially correcting the existing malapportionment. An opposition (Labour) motion to suspend the review until after the next general election was tabled in the House of Lords and a vote called in the United Kingdom House of Commons, in January 2013. The motion was passed with the help of the Liberal Democrats, going back on an election pledge. , a new review is in progress and a draft of the new boundaries has been published. United States The United States, among the first countries with an elected representative government, was the source of the term gerrymander as stated above. The practice of gerrymandering the borders of new states continued past the American Civil War and into the late 19th century. The Republican Party used its control of Congress to secure the admission of more states in territories friendly to their party—the admission of Dakota Territory as two states instead of one being a notable example. By the rules for representation in the Electoral College, each new state carried at least three electoral votes regardless of its population. All redistricting in the United States has been contentious because it has been controlled by political parties vying for power. As a consequence of the decennial census required by the United States Constitution, districts for members of the House of Representatives typically need to be redrawn whenever the number of members in a state changes. In many states, state legislatures redraw boundaries for state legislative districts at the same time. State legislatures have used gerrymandering along racial lines both to decrease and increase minority representation in state governments and congressional delegations. In Ohio, a conversation between Republican officials was recorded that demonstrated that redistricting was being done to aid their political candidates. Furthermore, the discussions assessed the race of voters as a factor in redistricting, on the premise that African-Americans tend to back Democratic Party candidates. Republicans removed approximately 13,000 African-American voters from the district of Jim Raussen, a Republican candidate for the House of Representatives, in an apparent attempt to tip the scales in what was once a competitive district for Democratic candidates. With the Civil Rights Movement and passage of the Voting Rights Act of 1965, federal enforcement and protections of suffrage for all citizens were enacted. Gerrymandering for the purpose of reducing the political influence of a racial or ethnic minority group was prohibited. After the Voting Rights Act of 1965 was passed, some states created "majority-minority" districts to enhance minority voting strength. This practice, also called "affirmative gerrymandering", was supposed to redress historic discrimination and ensure that ethnic minorities would gain some seats and representation in government. In some states, bipartisan gerrymandering is the norm. State legislators from both parties sometimes agree to draw congressional district boundaries in a way that ensures the re-election of most or all incumbent representatives from both parties. Rather than allowing more political influence, some states have shifted redistricting authority from politicians and given it to non-partisan redistricting commissions. The states of Washington, Arizona, and California have created standing committees for redistricting following the 2010 census. It has been argued however that in California's case, gerrymandering still continued despite this change. Rhode Island and New Jersey have developed ad hoc committees, but developed the past two decennial reapportionments tied to new census data. Florida's amendments 5 and 6, meanwhile, established rules for the creation of districts but did not mandate an independent commission. Michigan voters in 2018 approved a proposal to create an independent commission to draw new congressional maps following the 2020 United States Census, thereby removing the responsibility from the state legislature. Additionally, Ohio voters in 2018 modified their existing redistricting statutes to have a commission draw new maps. However, the ability of the state legislature to draw congressional maps remained, and this proposes the risk of gerrymandering. Other states that have implemented commissions in the 2018 midterm cycle include Colorado. International election observers from the Organization for Security and Co-operation in Europe Office for Democratic Institutions and Human Rights, who were invited to observe and report on the 2004 national elections, expressed criticism of the U.S. congressional redistricting process and made a recommendation that the procedures be reviewed to ensure genuine competitiveness of Congressional election contests. In 2015, an analyst reported that the two major parties differ in the way they redraw districts. The Democrats construct coalition districts of liberals and minorities together with conservatives which results in Democratic-leaning districts. The Republicans tend to place liberals all together in a district, conservatives in others, creating clear partisan districts. In June 2019, the United States Supreme Court ruled in Lamone v. Benisek and Rucho v. Common Cause that federal courts lacked jurisdiction to hear challenges over partisan gerrymandering. Venezuela Prior to the 26 September 2010 legislative elections, gerrymandering took place via an addendum to the electoral law by the National Assembly of Venezuela. In the subsequent election, Hugo Chávez's political party, the United Socialist Party of Venezuela drew 48% of the votes overall, while the opposition parties (the Democratic Unity Roundtable and the Fatherland for All parties) drew 52% of the votes. However, due to the re-allocation of electoral legislative districts prior to the election, Chávez's United Socialist Party of Venezuela was awarded over 60% of the spots in the National Assembly (98 deputies), while 67 deputies were elected for the two opposition parties combined. Related terms In a play on words, the use of race-conscious procedures in jury selection has been termed "jurymandering". See also Electoral fraud Gerrymandering in the United States Gill v. Whitford Schelling's model of segregation Voter suppression Wasted vote Boundary problem (spatial analysis) Notes References Further reading McGhee, Eric (11 May 2020). "Partisan Gerrymandering and Political Science". Annual Review of Political Science. 23 (1): 171–185. La Raja, Raymond (11 May 2009). "Redistricting: Reading Between the Lines". Annual Review of Political Science. 12 (1): 203–223. External links Articles from the ACE Project Alleged Gerrymandering in Malaysia: Over-representation of rural districts Ending the Gerrymander in Chile: the constitutional reforms of 1988 A handbook of electoral system Design from International IDEA Anti-Gerrymandering policy in Australia Redrawing Lines of Power: Redistricting 2011 Making Contact, produced by National Radio Project. 12 April 2011. All About Redistricting – Ideas for Reform Metric Geometry and Gerrymandering Group – consortium of Boston-area researchers Constituencies Electoral geography Ethically disputed political practices Political corruption Political terminology of the United States Voter suppression Electoral fraud
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Galileo is a global navigation satellite system (GNSS) that went live in 2016, created by the European Union through the European Space Agency (ESA), operated by the European Union Agency for the Space Programme (EUSPA), headquartered in Prague, Czech Republic, with two ground operations centres in Fucino, Italy, and Oberpfaffenhofen, Germany. The €10 billion project is named after the Italian astronomer Galileo Galilei. One of the aims of Galileo is to provide an independent high-precision positioning system so European nations do not have to rely on the US GPS, or the Russian GLONASS systems, which could be disabled or degraded by their operators at any time. The use of basic (lower-precision) Galileo services is free and open to everyone. A fully encrypted higher-precision service is available for free to government-authorized users. Galileo is intended to provide horizontal and vertical position measurements within precision, and better positioning services at higher latitudes than other positioning systems. Galileo is also to provide a new global search and rescue (SAR) function as part of the MEOSAR system. The first Galileo test satellite, the GIOVE-A, was launched 28 December 2005, while the first satellite to be part of the operational system was launched on 21 October 2011. By July 2018, 26 of the planned 30 active satellites (including spares) were in orbit. Galileo started offering Early Operational Capability (EOC) on 15 December 2016, providing initial services with a weak signal, and was expected to reach Full Operational Capability (FOC) in 2022. The full Galileo constellation will consist of 24 active satellites, which is expected by 2021. It is expected that the next generation of satellites will begin to become operational after 2025 to replace older equipment, which can then be used for backup capabilities. By early December 2021, there were 22 launched satellites in usable condition (i.e. the satellite is operational and contributing to the service provision) in the constellation. The 2 GIOVE prototype satellites were retired in 2012, 1 satellite is not available, 3 satellites are currently not usable and 2 satellites are under commissioning (in-orbit testing phase after recent launch). Out of 22 active satellites, three were from the IOV (In-Orbit Validation) types and 19 of the FOC types. Two first pair of FOC satellites are orbiting the Earth in eccentric incorrect orbits whose orientation changes with respect to other Galileo orbital planes. The Galileo system has a greater accuracy than GPS, having an accuracy of less than when using broadcast ephemeris (GPS: ) and a signal-in-space ranging error (SISRE) of (GPS: , GLONASS and BeiDou: ) when using real-time corrections for satellite orbits and clocks. History Main objectives In 1999, the different concepts of the three main contributors of ESA (Germany, France and Italy) for Galileo were compared and reduced to one by a joint team of engineers from all three countries. The first stage of the Galileo programme was agreed upon officially on 26 May 2003 by the European Union and the European Space Agency. The system is intended primarily for civilian use, unlike the more military-oriented systems of the United States (GPS), Russia (GLONASS), and China (BeiDou). The European system will only be subject to shutdown for military purposes in extreme circumstances (like armed conflict). The countries that contribute most to the Galileo Project are Italy and Germany. Funding The European Commission had some difficulty funding the project's next stage, after several allegedly "per annum" sales projection graphs for the project were exposed in November 2001 as "cumulative" projections which for each year projected included all previous years of sales. The attention that was brought to this multibillion-euro growing error in sales forecasts resulted in a general awareness in the commission and elsewhere that it was unlikely that the program would yield the return on investment that had previously been suggested to investors and decision-makers. On 17 January 2002, a spokesman for the project stated that, as a result of US pressure and economic difficulties, "Galileo is almost dead". A few months later, however, the situation changed dramatically. European Union member states decided it was important to have a satellite-based positioning and timing infrastructure that the US could not easily turn off in times of political conflict. The European Union and the European Space Agency agreed in March 2002 to fund the project, pending a review in 2003 (which was completed on 26 May 2003). The starting cost for the period ending in 2005 is estimated at €1.1 billion. The required satellites (the planned number is 30) were to be launched between 2011 and 2014, with the system up and running and under civilian control from 2019. The final cost is estimated at €3 billion, including the infrastructure on Earth, constructed in 2006 and 2007. The plan was for private companies and investors to invest at least two-thirds of the cost of implementation, with the EU and ESA dividing the remaining cost. The base Open Service is to be available without charge to anyone with a Galileo-compatible receiver, with an encrypted higher-bandwidth improved-precision Commercial Service originally planned to be available at a cost, but in February 2018 the high accuracy service (HAS) (providing Precise Point Positioning data on the E6 frequency) was agreed to be made freely available, with the authentication service remaining commercial. By early 2011 costs for the project had run 50% over initial estimates. Tension with the United States Galileo is intended to be an EU civilian GNSS that allows all users access to it. Initially GPS reserved the highest quality signal for military use, and the signal available for civilian use was intentionally degraded (Selective Availability). This changed with President Bill Clinton signing a policy directive in 1996 to turn off Selective Availability. Since May 2000 the same precision signal has been provided to both civilians and the military. Since Galileo was designed to provide the highest possible precision (greater than GPS) to anyone, the US was concerned that an enemy could use Galileo signals in military strikes against the US and its allies (some weapons like missiles use GNSSs for guidance). The frequency initially chosen for Galileo would have made it impossible for the US to block the Galileo signals without also interfering with its own GPS signals. The US did not want to lose their GNSS capability with GPS while denying enemies the use of GNSS. Some US officials became especially concerned when Chinese interest in Galileo was reported. An anonymous EU official claimed that the US officials implied that they might consider shooting down Galileo satellites in the event of a major conflict in which Galileo was used in attacks against American forces. The EU's stance is that Galileo is a neutral technology, available to all countries and everyone. At first, EU officials did not want to change their original plans for Galileo, but they have since reached the compromise that Galileo is to use different frequencies. This allows the blocking or jamming of either GNSS without affecting the other. GPS and Galileo One of the reasons given for developing Galileo as an independent system was that position information from GPS can be made significantly inaccurate by the deliberate application of universal selective availability (SA) by the US military. GPS is widely used worldwide for civilian applications; Galileo's proponents argued that civil infrastructure, including aircraft navigation and landing, should not rely solely upon a system with this vulnerability. On 2 May 2000, the selective availability was disabled by the President of the United States, Bill Clinton; in late 2001 the entity managing the GPS confirmed that it did not intend to enable selective availability ever again. Though Selective Availability capability still exists, on 19 September 2007 the US Department of Defense announced that newer GPS satellites would not be capable of implementing Selective Availability; the wave of Block IIF satellites launched in 2009, and all subsequent GPS satellites, are stated not to support selective availability. As old satellites are replaced in the GPS Block III programme, selective availability will cease to be an option. The modernisation programme also contains standardised features that allow GPS III and Galileo systems to inter-operate, allowing receivers to be developed to utilise GPS and Galileo together to create an even more accurate GNSS. Cooperation with the United States In June 2004, in a signed agreement with the United States, the European Union agreed to switch to a Binary offset carrier modulation 1.1, or BOC(1,1), allowing the coexistence of both GPS and Galileo, and the future combined use of both systems. The European Union also agreed to address the "mutual concerns related to the protection of allied and US national security capabilities". First experimental satellites: GIOVE-A and GIOVE-B The first experimental satellite, GIOVE-A, was launched in December 2005 and was followed by a second test satellite, GIOVE-B, launched in April 2008. After successful completion of the In-Orbit Validation (IOV) phase, additional satellites were launched. On 30 November 2007, the 27 EU transport ministers involved reached an agreement that Galileo should be operational by 2013, but later press releases suggest it was delayed to 2014. Funding again, governance issues In mid-2006, the public-private partnership fell apart, and the European Commission decided to nationalise the Galileo programme. In early 2007, the EU had yet to decide how to pay for the system and the project was said to be "in deep crisis" due to lack of more public funds. German Transport Minister Wolfgang Tiefensee was particularly doubtful about the consortium's ability to end the infighting at a time when only one testbed satellite had been successfully launched. Although a decision was yet to be reached, on 13 July 2007 EU countries discussed cutting €548 million (US$755 million, £370 million) from the union's competitiveness budget for the following year and shifting some of these funds to other parts of the financing pot, a move that could meet part of the cost of the union's Galileo satellite navigation system. European Union research and development projects could be scrapped to overcome a funding shortfall. In November 2007, it was agreed to reallocate funds from the EU's agriculture and administration budgets and to soften the tendering process in order to invite more EU companies. In April 2008, the EU transport ministers approved the Galileo Implementation Regulation. This allowed the €3.4 billion to be released from the EU's agriculture and administration budgets to allow the issuing of contracts to start construction of the ground station and the satellites. In June 2009, the European Court of Auditors published a report, pointing out governance issues, substantial delays and budget overruns that led to project stalling in 2007, leading to further delays and failures. In October 2009, the European Commission cut the number of satellites definitively planned from 28 to 22, with plans to order the remaining six at a later time. It also announced that the first OS, PRS and SoL signal would be available in 2013, and the CS and SOL some time later. The €3.4 billion budget for the 2006–2013 period was considered insufficient. In 2010, the think-tank Open Europe estimated the total cost of Galileo from start to 20 years after completion at €22.2 billion, borne entirely by taxpayers. Under the original estimates made in 2000, this cost would have been €7.7 billion, with €2.6 billion borne by taxpayers and the rest by private investors. In November 2009, a ground station for Galileo was inaugurated near Kourou (French Guiana). The launch of the first four in-orbit validation (IOV) satellites was planned for the second half of 2011, and the launch of full operational capability (FOC) satellites was planned to start in late 2012. In March 2010, it was verified that the budget for Galileo would only be available to provide the 4 IOV and 14 FOC satellites by 2014, with no funds then committed to bring the constellation above this 60% capacity. Paul Verhoef, the satellite navigation program manager at the European Commission, indicated that this limited funding would have serious consequences commenting at one point "To give you an idea, that would mean that for three weeks in the year you will not have satellite navigation" in reference to the proposed 18-vehicle constellation. In July 2010, the European Commission estimated further delays and additional costs of the project to grow up to €1.5–1.7 billion, and moved the estimated date of completion to 2018. After completion the system will need to be subsidised by governments at €750 million per year. An additional €1.9 billion was planned to be spent bringing the system up to the full complement of 30 satellites (27 operational + 3 active spares). In December 2010, EU ministers in Brussels voted Prague, in the Czech Republic, as the headquarters of the Galileo project. In January 2011, infrastructure costs up to 2020 were estimated at €5.3 billion. In that same month, Wikileaks revealed that Berry Smutny, the CEO of the German satellite company OHB-System, said that Galileo "is a stupid idea that primarily serves French interests". The BBC learned in 2011 that €500 million (£440 million) would become available to make the extra purchase, taking Galileo within a few years from 18 operational satellites to 24. The first two Galileo In-Orbit Validation satellites were launched by Soyuz ST-B flown from Centre Spatial Guyanais on 21 October 2011, and the remaining two on 12 October 2012. As of 2017, the satellites are fully useful for precise positioning and geodesy with a limited usability in navigation. Twenty-two further satellites with Full Operational Capability (FOC) were on order . The first four pairs of satellites were launched on 22 August 2014, 27 March 2015, 11 September 2015 and 17 December 2015. Clock failures In January 2017, news agencies reported that six of the passive hydrogen masers (PHM) and three of the rubidium atomic clocks (RAFS) had failed. Four of the full operational satellites have each lost at least one clock; but no satellite has lost more than two. The operation has not been affected as each satellite is launched with four clocks (2 PHM and 2 RAFS). The possibility of a systemic flaw is being considered. SpectraTime, the Swiss producer of both on-board clock types, declined to comment. According to ESA, they concluded with their industrial partners for the rubidium atomic clocks that some implemented testing and operational measures were required. Additionally some refurbishment is required for the rubidium atomic clocks that still have to be launched. For the passive hydrogen masers operational measures are being studied to reduce the risk of failure. China and India use the same SpectraTime-built atomic clocks in their satellite navigation systems. ESA has contacted the Indian Space Research Organisation (ISRO) who initially reported not having experienced similar failures. However, at the end of January 2017, Indian news outlets reported that all three clocks aboard the IRNSS-1A satellite (launched in July 2013 with a 10-year life expectancy) had failed and that a replacement satellite would be launched in the second half of 2017: these atomic clocks were said to be supplied under a four-million-euro deal. In July 2017, the European Commission reported that the main causes of the malfunctions have been identified and measures have been put in place to reduce the possibility of further malfunctions of the satellites already in space. According to European sources, ESA took measures to correct both identified sets of problems by replacing a faulty component that can cause a short circuit in the rubidium clocks and improve the passive hydrogen maser clocks as well on satellites still to be launched. Outages 2019 From 11 July till 18 July 2019, the whole constellation experienced an "unexplained" signal outage with all active satellites showing "NOT USABLE" status on the Galileo status page. The cause of the incident was an equipment malfunction in the Galileo ground infrastructure that affected the calculation of time and orbit predictions. 2020 On 14 December 2020, starting at 0:00 UTC, Galileo experienced a system-wide performance degradation lasting for 6 hours. GNSS receivers ignoring a 'marginal' status flag in the Galileo data could have experienced a pseudorange error of up to almost . The problem was related to an abnormal behaviour of a ground segment atomic clock in the time determination function of the system. In the parallel functioning Precise Timing Facilities in the Fucino and Oberpfaffenhofen Galileo Control Centres an issue occurred in Fucino whilst maintenance was performed on the parallel system in Oberpfaffenhofen. International involvement In September 2003, China joined the Galileo project. China was to invest €230 million (US$302 million, £155 million, CNY 2.34 billion) in the project over the following years. In July 2004, Israel signed an agreement with the EU to become a partner in the Galileo project. On 3 June 2005, the European Union and Ukraine signed an agreement for Ukraine to join the project, as noted in a press release. As of November 2005, Morocco also joined the programme. In mid-2006, the public–private partnership fell apart and the European Commission decided to nationalise Galileo as an EU programme. In November 2006, China opted instead to upgrade BeiDou navigation system, its then-regional satellite navigation system. The decision was due to security concerns and issues with Galileo financing. On 30 November 2007, the 27 member states of the European Union unanimously agreed to move forward with the project, with plans for bases in Germany and Italy. Spain did not approve during the initial vote, but approved it later that day. This greatly improved the viability of the Galileo project: "The EU's executive had previously said that if agreement was not reached by January 2008, the long-troubled project would essentially be dead". On 3 April 2009, Norway too joined the programme pledging €68.9 million toward development costs and allowing its companies to bid for the construction contracts. Norway, while not a member of the EU, is a member of ESA. On 18 December 2013, Switzerland signed a cooperation agreement to fully participate in the program, and retroactively contributed €80 million for the period 2008–2013. As a member of ESA, it already collaborated in the development of the Galileo satellites, contributing the state-of-the-art hydrogen-maser clocks. Switzerland's financial commitment for the period 2014–2020 will be calculated in accordance with the standard formula applied for the Swiss participation in the EU research Framework Programme. In March 2018, the European Commission announced that the United Kingdom may be excluded from parts of the project (especially relating to the secured service PRS) following its exit from the European Union (EU). As a result, Airbus plans to relocate work on the Ground Control Segment (GCS) from its Portsmouth premises to an EU state. British officials have been reported to be seeking legal advice on whether they can reclaim the €1.4 billion invested by the United Kingdom, of the €10 billion spent to date. In a speech at the EU Institute for Security Studies conference, the EU Chief Negotiator in charge of the Brexit negotiations, Michel Barnier, stressed the EU position that the UK had decided to leave the EU and thus all EU programmes, including Galileo. In August 2018, it was reported the UK will look to create a competing satellite navigation system to Galileo post-Brexit. In December 2018, British Prime Minister Theresa May announced that the UK would no longer seek to reclaim the investment, and Science Minister Sam Gyimah resigned over the matter. System description Space segment As of 2012, the system was scheduled to have 15 satellites operational in 2015 and reach full operation in 2020 with the following specifications: 30 in-orbit spacecraft (24 in full service and 6 spares) Orbital altitude: (MEO) 3 orbital planes, 56.0° inclination, ascending nodes separated by 120.0° longitude (8 operational satellites and 2 active spares per orbital plane) Satellite lifetime: >12 years Satellite mass: Satellite body dimensions: Span of solar arrays: Power of solar arrays: 1.5 kW (end of life) Power of navigation antennas: 155–265 W Ground segment The system's orbit and signal accuracy is controlled by a ground segment consisting of: Two ground control centres, located in Oberpfaffenhofen and Fucino for Satellite and Mission Control Six telemetry, tracking & control (TT&C) stations, located in Kiruna, Kourou, Nouméa, Sainte-Marie, Réunion, Redu and Papeete Ten mission data uplink stations (ULS), two per site, located in Svalbard, Kourou, Papeete, Sainte-Marie, Réunion and Nouméa Several worldwide distributed reference sensor stations (GSS), including one in the Kerguelen Islands A data dissemination network between all geographically distributed locations One service centre, located in Madrid, to help Galileo users. Signals The system transmits three signals: E1 (1575.42 MHz), E5 (1191.795 MHz) consisting of E5a (1176.45 MHz) and E5b (1207.14 MHz), and E6 (1278.75 MHz): Services The Galileo system will have four main services: Open Service (OS)This will be available without charge for use by anyone with appropriate mass-market equipment; simple timing, and positioning down to for a double frequency receiver, best case. High Accuracy Service (HAS; resulting from the re-scope of the former Galileo Commercial Service) Accuracy to free of charge. Public Regulated Service (PRS; encrypted) Designed to be more robust, with anti-jamming mechanisms and reliable problem detection. Limited to authorized governmental bodies. Search and Rescue Service (SAR) The Galileo SAR Service is a Medium Earth Orbiting Search and Rescue (MEOSAR) service and part of the International Cospas-Sarsat Programme. Quarterly Service Performance Reports The European GNSS Service Centre provides public quarterly performance reports regarding the Open Service and Search and Rescue Service since 2017. Generally, the reported performance parameters measurements surpass the target values. The Galileo April, May, June 2021 Quarterly Open Service Performance Report by the European GNSS Service Centre reported the UTC Time Dissemination Service Accuracy was ≤ 4.3 nanoseconds, computed by accumulating samples over the previous 12 months and exceeding the ≤ 30 ns target value. The Signal In Space Error (SISE) was also well within the ≤  target value for Single and (more accurate) Dual Frequency receivers. The Galileo navigation message includes the differences between Galileo System Time (GST), UTC and GPS Time (GPST) (to promote interoperability). The Galileo April, May, June 2021 Quarterly Search and Rescue Service Performance Report by the European GNSS Service Centre reported the various performance parameters measurements surpassed their target values. Concept Each Galileo satellite has two master passive hydrogen maser atomic clocks and two secondary rubidium atomic clocks which are independent of one other. As precise and stable space-qualified atomic clocks are critical components to any satellite-navigation system, the employed quadruple redundancy keeps Galileo functioning when onboard atomic clocks fail in space. The onboard passive hydrogen maser clocks' precision is four times better than the onboard rubidium atomic clocks and estimated at 1 second per 3 million years (a timing error of a nanosecond or 1 billionth of a second (10 or second) translates into a positional error on Earth's surface), and will provide an accurate timing signal to allow a receiver to calculate the time that it takes the signal to reach it. The Galileo satellites are configured to run one hydrogen maser clock in primary mode and a rubidium clock as hot backup. Under normal conditions, the operating hydrogen maser clock produces the reference frequency from which the navigation signal is generated. Should the hydrogen maser encounter any problem, an instantaneous switchover to the rubidium clock would be performed. In case of a failure of the primary hydrogen maser the secondary hydrogen maser could be activated by the ground segment to take over within a period of days as part of the redundant system. A clock monitoring and control unit provides the interface between the four clocks and the navigation signal generator unit (NSU). It passes the signal from the active hydrogen master clock to the NSU and also ensures that the frequencies produced by the master clock and the active spare are in phase, so that the spare can take over instantly should the master clock fail. The NSU information is used to calculate the position of the receiver by trilaterating the difference in received signals from multiple satellites. The onboard passive hydrogen maser and rubidium clocks are very stable over a few hours. If they were left to run indefinitely, though, their timekeeping would drift, so they need to be synchronized regularly with a network of even more stable ground-based reference clocks. These include active hydrogen maser clocks and clocks based on the caesium frequency standard, which show a far better medium and long-term stability than rubidium or passive hydrogen maser clocks. These clocks on the ground are gathered together within the parallel functioning Precise Timing Facilities in the Fucino and Oberpfaffenhofen Galileo Control Centres. The ground based clocks also generate a worldwide time reference called Galileo System Time (GST), the standard for the Galileo system and are routinely compared to the local realisations of UTC, the UTC(k) of the European frequency and time laboratories. For more information of the concept of global satellite navigation systems, see GNSS and GNSS positioning calculation. European GNSS Service Centre The European GNSS Service Centre (GSC), located in Madrid, is an integral part of Galileo and provides the single interface between the Galileo system and Galileo users. GSC publishes Galileo official documentation, promotes Galileo current and future services worldwide, supports standardisation and distributes Galileo almanacs, ephemeris and metadata. The GSC User Helpdesk is the point of contact for Galileo user's assistance. GSC answers queries and gathers incident notifications from users on Galileo. The helpdesk is continuously available for all worldwide Galileo users through the GSC web portal. GSC provides updated Galileo constellation status and informs on planned and unplanned events through Notice Advisory to Galileo Users (NAGU). GSC publishes Galileo reference documentation and general information on Galileo services and signals description and Galileo performance reports. Search and rescue Galileo provides a global search and rescue (SAR) function as part of the MEOSAR system. Like Russia's Glonass, and the United States' Global Positioning System (GPS) satellites, Galileo satellites are equipped with a transponder which relays 406 MHz distress frequency signals from emergency beacons by a Forward Link Service (FLS) to the Rescue coordination centre, which will then initiate a rescue operation. After receipt of an emergency beacon signal, the Galileo SAR system provides a signal, the Return Link Message (RLM), to the emergency beacon, informing the person(s) in distress that the activated beacon has been detected and help is on the way. This return message feature is new in a satellite constellation and is considered a major upgrade compared to the existing Cospas-Sarsat system, which up to then did not provide feedback to the user. Tests in February 2014 found that for Galileo's search and rescue function, operating as part of the existing International Cospas-Sarsat Programme, 77% of simulated distress locations can be pinpointed within , and 95% within . The Galileo Return Link Service (RLS) went live in January 2020 for all RLS capable emergency beacons. Constellation Galileo satellite test beds: GIOVE In 2004, the Galileo System Test Bed Version 1 (GSTB-V1) project validated the on-ground algorithms for Orbit Determination and Time Synchronisation (OD&TS). This project, led by ESA and European Satellite Navigation Industries, has provided industry with fundamental knowledge to develop the mission segment of the Galileo positioning system. GIOVE-A is the first GIOVE (Galileo In-Orbit Validation Element) test satellite. It was built by Surrey Satellite Technology Ltd (SSTL), and successfully launched on 28 December 2005 by the European Space Agency and the Galileo Joint. Operation of GIOVE-A ensured that Galileo meets the frequency-filing allocation and reservation requirements for the International Telecommunication Union (ITU), a process that was required to be complete by June 2006. GIOVE-B, built by Astrium and Thales Alenia Space, has a more advanced payload than GIOVE-A. It was successfully launched on 27 April 2008 at 22:16 UTC aboard a Soyuz-FG/Fregat rocket provided by Starsem. A third satellite, GIOVE-A2, was originally planned to be built by SSTL for launch in the second half of 2008. Construction of GIOVE-A2 was terminated due to the successful launch and in-orbit operation of GIOVE-B. The GIOVE Mission segment operated by European Satellite Navigation Industries used the GIOVE-A/B satellites to provide experimental results based on real data to be used for risk mitigation for the IOV satellites that followed on from the testbeds. ESA organised the global network of ground stations to collect the measurements of GIOVE-A/B with the use of the GETR receivers for further systematic study. GETR receivers are supplied by Septentrio as well as the first Galileo navigation receivers to be used to test the functioning of the system at further stages of its deployment. Signal analysis of GIOVE-A/B data confirmed successful operation of all the Galileo signals with the tracking performance as expected. In-Orbit Validation (IOV) satellites These testbed satellites were followed by four IOV Galileo satellites that are much closer to the final Galileo satellite design. The search and rescue (SAR) feature is also installed. The first two satellites were launched on 21 October 2011 from Centre Spatial Guyanais using a Soyuz launcher, the other two on 12 October 2012. This enables key validation tests, since earth-based receivers such as those in cars and phones need to "see" a minimum of four satellites in order to calculate their position in three dimensions. Those 4 IOV Galileo satellites were constructed by Astrium GmbH and Thales Alenia Space. On 12 March 2013, a first fix was performed using those four IOV satellites. Once this In-Orbit Validation (IOV) phase has been completed, the remaining satellites will be installed to reach the Full Operational Capability. Full Operational Capability (FOC) satellites FOC Batch 1 On 7 January 2010, it was announced that the contract to build the first 14 FOC satellites was awarded to OHB System and for the navigation payload to Surrey Satellite Technology Limited (SSTL). The first batch of Galileo First Generation satellites known as "Batch-1" consists of the Galileo-FOC FM1 to Galileo-FOC FM14 satellites. Fourteen satellites were built at a cost of €566 million (£510 million; US$811 million). Arianespace will launch the satellites for a cost of €397 million (£358 million; US$569 million). The European Commission also announced that the €85 million contract for system support covering industrial services required by ESA for integration and validation of the Galileo system had been awarded to Thales Alenia Space. Thales Alenia Space subcontract performances to Astrium GmbH and security to Thales Communications. FOC Batch 2 In February 2012, an additional order of 8 FOC satellites was awarded to OHB Systems for €250 million (US$327 million), after outbidding EADS Astrium tender offer. The second batch of Galileo First Generation satellites known as "Batch-2" consists of the Galileo-FOC FM15 to Galileo-FOC FM22 satellites. Thus bringing the total to 22 FOC satellites. The satellites were built by OHB, with the contribution of Surrey Satellite Technology (SSTL). FOC Batch 3 In June and October 2017, two additional orders for 8 and 4 FOC satellites were awarded to OHB Systems for €324 million and €157.75 million. This third and final batch of Galileo First Generation satellites known as "Batch-3" consists of the Galileo-FOC FM23 to Galileo-FOC FM34 satellites. The satellites are being built by OHB in Bremen, Germany, with the contribution of Surrey Satellite Technology (SSTL) in Guildford, United Kingdom. When completed Batch-3 brings the total to 34 FOC satellites. FOC Launches On 7 May 2014, the first two FOC satellites landed in Guyana for their joint launch planned in summer Originally planned for launch during 2013, problems tooling and establishing the production line for assembly led to a delay of a year in serial production of Galileo satellites. These two satellites (Galileo satellites GSAT-201 and GSAT-202) were launched on 22 August 2014. The names of these satellites are Doresa and Milena named after European children who had previously won a drawing contest. On 23 August 2014, launch service provider Arianespace announced that the flight VS09 experienced an anomaly and the satellites were injected into an incorrect orbit. They ended up in elliptical orbits and thus could not be used for navigation. However, it was later possible to use them to perform a physics experiment, so they were not a complete loss. Satellites GSAT-203 (Adam) and GSAT-204 (Anastasia) were launched successfully on 27 March 2015 from Guiana Space Centre using a Soyuz four stage launcher. Satellites GSAT-205 (Alba) and GSAT-206 (Oriana) were launched successfully on 11 September 2015 from Guiana Space Centre using a Soyuz four stage launcher. Satellites GSAT-208 (Liene) and GSAT-209 (Andriana) were successfully launched from Kourou, French Guiana, using the Soyuz four stage launcher on 17 December 2015. Satellites GSAT-210 (Daniele) and GSAT-211 (Alizée) were launched on 24 May 2016. Starting in November 2016, deployment of the last twelve satellites will use a modified Ariane 5 launcher, named Ariane 5 ES, capable of placing four Galileo satellites into orbit per launch. Satellites GSAT-207 (Antonianna), GSAT-212 (Lisa), GSAT-213 (Kimberley), GSAT-214 (Tijmen) were successfully launched from Kourou, French Guiana, on 17 November 2016 on an Ariane 5 ES. On 15 December 2016, Galileo started offering Initial Operational Capability (IOC). The services currently offered are Open Service, Public Regulated Service and Search and Rescue Service. The first Batch-2 satellites GSAT-215 (Nicole), GSAT-216 (Zofia), GSAT-217 (Alexandre), GSAT-218 (Irina) were successfully launched from Kourou, French Guiana, on 12 December 2017 on an Ariane 5 ES. Satellites GSAT-219 (Tara), GSAT-220 (Samuel), GSAT-221 (Anna), GSAT-222 (Ellen) were successfully launched from Kourou, French Guiana, on 25 July 2018 on an Ariane 5 ES. The first Batch-3 satellites GSAT-223 (Nikolina) and GSAT-224 (Shriya) were successfully launched from Kourou, French Guiana, on 5 December 2021 on a Soyuz four stage launcher. Second generation (G2G) satellites As of 2014, ESA and its industry partners have begun studies on Galileo Second Generation (G2G) satellites, which will be presented to the EC for the late 2020s launch period. One idea is to employ electric propulsion, which would eliminate the need for an upper stage during launch and allow satellites from a single batch to be inserted into more than one orbital plane. The new generation satellites are expected to be available by 2025. and serve to augment the existing network. On 20 January 2021, the European Commission announced that it had awarded a €1.47 billion contract to Thales Alenia Space (TAS) and Airbus Defence and Space for 6 spacecraft by each manufacturer. The signing of the contracts to Thales Alenia Space and Airbus Defence and Space, scheduled on 29 January 2021, was suspended by the European Court of Justice following a protest filed by OHB SE, the losing bidder. The OHB protest at the ECJ's General Court is based on “allegations of theft of trade secrets”, and seeks both a suspension of the contract signatures and the cancellation of the contract award. In May 2021 ESA reported it signed the contracts to design and build the first batch of Galileo Second Generation (G2G) satellites with Thales Alenia Space and Airbus Defence and Space. The 12 G2G satellites will feature electric propulsion, enhanced navigation signals and capabilities, inter-satellite links and reconfigurability in space. Applications and impact Science projects using Galileo In July 2006, an international consortium of universities and research institutions embarked on a study of potential scientific applications of the Galileo constellation. This project, named GEO6, is a broad study oriented to the general scientific community, aiming to define and implement new applications of Galileo. Among the various GNSS users identified by the Galileo Joint Undertaking, the GEO6, project addresses the Scientific User Community (UC). The GEO6 project aims at fostering possible novel applications within the scientific UC of GNSS signals, and particularly of Galileo. The AGILE project is an EU-funded project devoted to the study of the technical and commercial aspects of location-based services (LBS). It includes technical analysis of the benefits brought by Galileo (and EGNOS) and studies the hybridisation of Galileo with other positioning technologies (network-based, WLAN, etc.). Within these projects, some pilot prototypes were implemented and demonstrated. On the basis of the potential number of users, potential revenues for Galileo Operating Company or Concessionaire (GOC), international relevance, and level of innovation, a set of Priority Applications (PA) will be selected by the consortium and developed within the time-frame of the same project. These applications will help to increase and optimise the use of the EGNOS services and the opportunities offered by the Galileo Signal Test-Bed (GSTB-V2) and the Galileo (IOV) phase. All Galileo satellites are equipped with laser retroreflector arrays which allow them to be tracked by the stations of the International Laser Ranging Service. Satellite laser ranging to Galileo satellites are used for the validation of satellite orbits, determination of Earth rotation parameters and for the combined solutions incorporating laser and microwave observations. Receivers All major GNSS receiver chips support Galileo and hundreds of end-user devices are compatible with Galileo. The first, dual-frequency-GNSS-capable Android devices, which track more than one radio signal from each satellite, E1 and E5a frequencies for Galileo, were the Huawei Mate 20 line, Xiaomi Mi 8, Xiaomi Mi 9 and Xiaomi Mi MIX 3. , there were more than 140 Galileo-enabled smartphones on the market of which 9 were dual-frequency enabled.. An extensive list of enabled devices, for various uses, on land, sea and in air is frequently updated at the EU website. On 24 December 2018, the European Commission passed a mandate for all new smartphones to implement Galileo for E112 support. Effective 1 April 2018, all new vehicles sold in Europe must support eCall, an automatic emergency response system that dials 112 and transmits Galileo location data in the event of an accident. Until late 2018, Galileo was not authorized for use in the United States, and as such, only variably worked on devices that could receive Galileo signals, within United States territory. The Federal Communications Commission's (FCC) position on the matter was (and remains) that non-GPS radio navigation satellite systems (RNSS) receivers must be granted a license to receive said signals. A waiver of this requirement for Galileo was requested by the EU and submitted in 2015, and on 6 January 2017, public comment on the matter was requested. On 15 November 2018, the FCC granted the requested waiver, explicitly allowing non-federal consumer devices to access Galileo E1 and E5 frequencies. However, most devices, including smartphones still require operating system updates or similar updates to allow the use of Galileo signals within the United States. Coins The European Satellite Navigation project was selected as the main motif of a very high-value collectors' coin: the Austrian European Satellite Navigation commemorative coin, minted on 1 March 2006. The coin has a silver ring and gold-brown niobium "pill". In the reverse, the niobium portion depicts navigation satellites orbiting the Earth. The ring shows different modes of transport, for which satellite navigation was developed: an aircraft, a car, a lorry, a train and a container ship. See also Competing systems BeiDou (BDS) – global system deployed and operated by China. GLONASS – global system deployed and operated by Russia. GPS – global system deployed and operated by United States. Michibiki (QZSS) – regional navigation system deployed and operated by Japan, receivable in the Asia-Oceania regions, with a focus on Japan. NavIC – regional system deployed and operated by India, receivable in the South Asia and Western Asia regions. Other List of Galileo satellites Commercialization of space European Geostationary Navigation Overlay Service Multiplexed binary offset carrier modulation – the modulation type chosen for Galileo Open Service signals and modernized GPS signals International Terrestrial Reference System and Frame – the coordinate system used by Galileo Notes References Bibliography The Galileo Project – Galileo Design consolidation, European Commission, 2003 Guenter W. Hein, Jeremie Godet, et al.: Status of Galileo Frequency and Signal Design, Proc. ION GPS 2002. Dee Ann Divis: Military role for Galileo emerges. GPS World, May 2002, Vol. 13, No. 5, p. 10. Dr Richard North: Galileo – The Military and Political Dimensions. 2004. Further reading Psiaki, M. L., "Block Acquisition of weak GPS signals in a software receiver", Proceedings of ION GPS 2001, the 14th International Technical Meeting of the Satellite Division of the Institute of Navigation, Salt Lake City, Utah, 11–14 September 2001, pp. 2838–2850. Bandemer, B., Denks, H., Hornbostel, A., Konovaltsev, A., "Performance of acquisition methods for Galileo SW receivers", European Journal of Navigation, Vol.4, No. 3, pp. 17–19, July 2006 Van Der Jagt, Culver W. Galileo : The Declaration of European Independence : a dissertation (2002). CALL #JZ1254 .V36 2002, Description xxv, 850 p. : ill. ; 30 cm + 1 CD-ROM External links European GNSS Service Centre (GSC) European Commission Galileo Reference Documents ESA website European GNSS Supervisory Authority (GSA) – Europa Galileo-enabled devices Navipedia information on Galileo—Wiki initiated by the European Space Agency European Space Agency programmes Satellite navigation systems Transport and the European Union Space policy of the European Union Military equipment of the European Union
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The gray whale (Eschrichtius robustus), also known as the grey whale, gray back whale, Pacific gray whale, Korean gray whale, or California gray whale, is a baleen whale that migrates between feeding and breeding grounds yearly. It reaches a length of , a weight of up to and lives between 55 and 70 years, although one female was estimated to be 75–80 years of age. The common name of the whale comes from the gray patches and white mottling on its dark skin. Gray whales were once called devil fish because of their fighting behavior when hunted. The gray whale is the sole living species in the genus Eschrichtius. It was formerly thought to be the sole living genus in the family Eschrichtiidae, but more recent evidence classifies members of that family in the family Balaenopteridae. This mammal is descended from filter-feeding whales that appeared during the Neogene. The gray whale is distributed in an eastern North Pacific (North American), and an endangered western North Pacific (Asian), population. North Atlantic populations were extirpated (perhaps by whaling) on the European coast before AD 500, and on the American coast around the late 17th to early 18th centuries. However, in the 2010s there have been a number of sightings of gray whales in the Mediterranean Sea and even off Southern hemisphere Atlantic coasts. Taxonomy The gray whale is traditionally placed as the only living species in its genus and family, Eschrichtius and Eschrichtiidae, but an extinct species was discovered and placed in the genus in 2017, the Akishima whale (E. akishimaensis). Some recent studies place gray whales as being outside the rorqual clade, but as the closest relatives to the rorquals. But other recent DNA analyses have suggested that certain rorquals of the family Balaenopteridae, such as the humpback whale, Megaptera novaeangliae, and fin whale, Balaenoptera physalus, are more closely related to the gray whale than they are to some other rorquals, such as the minke whales. The American Society of Mammalogists has followed this classification. John Edward Gray placed it in its own genus in 1865, naming it in honour of physician and zoologist Daniel Frederik Eschricht. The common name of the whale comes from its coloration. The subfossil remains of now extinct gray whales from the Atlantic coasts of England and Sweden were used by Gray to make the first scientific description of a species then surviving only in Pacific waters. The living Pacific species was described by Cope as Rhachianectes glaucus in 1869. Skeletal comparisons showed the Pacific species to be identical to the Atlantic remains in the 1930s, and Gray's naming has been generally accepted since. Although identity between the Atlantic and Pacific populations cannot be proven by anatomical data, its skeleton is distinctive and easy to distinguish from that of all other living whales. Many other names have been ascribed to the gray whale, including desert whale, devilfish, gray back, mussel digger and rip sack. The name Eschrichtius gibbosus is sometimes seen; this is dependent on the acceptance of a 1777 description by Erxleben. Taxonomic history A number of 18th century authors described the gray whale as Balaena gibbosa, the "whale with six bosses", apparently based on a brief note by : The gray whale was first described as a distinct species by based on a subfossil found in the brackish Baltic Sea, apparently a specimen from the now extinct north Atlantic population. Lilljeborg, however, identified it as "Balaenoptera robusta", a species of rorqual. realized that the rib and scapula of the specimen was different from those of any known rorquals, and therefore erected a new genus for it, Eschrichtius. were convinced that the bones described by Lilljeborg could not belong to a living species but that they were similar to fossils that Van Beneden had described from the harbour of Antwerp (most of his named species are now considered nomina dubia) and therefore named the gray whale Plesiocetus robustus, reducing Lilljeborg's and Gray's names to synonyms. produced one of the earliest descriptions of living Pacific gray whales, and notwithstanding that he was among the whalers who nearly drove them to extinction in the lagoons of the Baja California Peninsula, they were and still are associated with him and his description of the species. At this time, however, the extinct Atlantic population was considered a separate species (Eschrischtius robustus) from the living Pacific population (Rhachianectes glaucus). Things got increasingly confused as 19th century scientists introduced new species at an alarming rate (e.g. Eschrichtius pusillus, E. expansus, E. priscus, E. mysticetoides), often based on fragmentary specimens, and taxonomists started to use several generic and specific names interchangeably and not always correctly (e.g. Agalephus gobbosus, Balaenoptera robustus, Agalephus gibbosus). Things got even worse in the 1930s when it was finally realised that the extinct Atlantic population was the same species as the extant Pacific population, and the new combination Eschrichtius gibbosus was proposed. Description The gray whale has a dark slate-gray color and is covered by characteristic gray-white patterns, scars left by parasites which drop off in its cold feeding grounds. Individual whales are typically identified using photographs of their dorsal surface and matching the scars and patches associated with parasites that have fallen off the whale or are still attached. They have two blowholes on top of their head, which can create a distinctive heart-shaped blow at the surface in calm wind conditions. Gray whales measure from in length for newborns to for adults (females tend to be slightly larger than adult males). Newborns are a darker gray to black in color. A mature gray whale can reach , with a typical range of , making them the ninth largest sized species of cetacean. Notable features that distinguish the gray whale from other mysticetes include its baleen that is variously described as cream, off-white, or blond in color and is unusually short. Small depressions on the upper jaw each contain a lone stiff hair, but are only visible on close inspection. Its head's ventral surface lacks the numerous prominent furrows of the related rorquals, instead bearing two to five shallow furrows on the throat's underside. The gray whale also lacks a dorsal fin, instead bearing 6 to 12 dorsal crenulations ("knuckles"), which are raised bumps on the midline of its rear quarter, leading to the flukes. This is known as the dorsal ridge. The tail itself is across and deeply notched at the center while its edges taper to a point. Pacific groups The two populations of Pacific gray whales (east and west) are morphologically and phylogenically different. Other than DNA structures, differences in proportions of several body parts and body colors including skeletal features, and length ratios of flippers and baleen plates have been confirmed between Eastern and Western populations, and some claims that the original eastern and western groups could have been much more distinct than previously thought, enough to be counted as subspecies. Since the original Asian and Atlantic populations have become extinct, it is difficult to determine the unique features among whales in these stocks. However, there have been observations of some whales showing distinctive, blackish body colors in recent years. This corresponds with the DNA analysis of last recorded stranding in China. Differences were also observed between Korean and Chinese specimens. Populations North Pacific Two Pacific Ocean populations are known to exist: one population that is very low, whose migratory route is presumed to be between the Sea of Okhotsk and southern Korea, and a larger one with a population of about 27,000 individuals in the eastern Pacific traveling between the waters off northernmost Alaska and Baja California Sur. Mothers make this journey accompanied by their calves, usually hugging the shore in shallow kelp beds, and fight viciously to protect their young if they are attacked, earning gray whales the moniker, devil fish. The western population has had a very slow growth rate despite heavy conservation action over the years, likely due to their very slow reproduction rate. The state of the population hit an all-time low in 2010, when no new reproductive females were recorded, resulting in a minimum of 26 reproductive females being observed since 1995. Even a very small number of additional annual female deaths will cause the subpopulation to decline. However, as of 2018, evidence has indicated that the western population is markedly increasing in number, especially off Sakhalin Island. Following this, the IUCN downlisted the population's conservation status from critically endangered to endangered. North Atlantic The gray whale became extinct in the North Atlantic in the 18th century. Other than speculations, large portions of historical characteristic of migration and distribution are unclear such as locations of calving grounds and existences of resident groups. They had been seasonal migrants to coastal waters of both sides of Atlantic, including the Baltic Sea, Wadden Sea, the Gulf of St. Lawrence, the Bay of Fundy, Hudson Bay (possibly), and Pamlico Sound. Radiocarbon dating of subfossil or fossil European (Belgium, the Netherlands, Sweden, the United Kingdom) coastal remains confirms this, with whaling the possible cause. Remains dating from the Roman epoch were found in the Mediterranean during excavation of the antique harbor of Lattara near Montpellier, France, in 1997, raising the question of whether Atlantic gray whales migrated up and down the coast of Europe from Wadden Sea to calve in the Mediterranean. A 2018 study utilizing ancient DNA barcoding and collagen peptide matrix fingerprinting confirmed that Roman era whale bones east of the Strait of Gibraltar were gray whales (and North Atlantic right whales), confirming that gray whales once ranged into the Mediterranean. Similarly, radiocarbon dating of American east coastal subfossil remains confirm that gray whales existed there at least through the 17th century. This population ranged at least from Southampton, New York, to Jupiter Island, Florida, the latest from 1675. In his 1835 history of Nantucket Island, Obed Macy wrote that in the early pre-1672 colony a whale of the kind called "scragg" entered the harbor and was pursued and killed by the settlers. A. B. Van Deinse points out that the "scrag whale", described by P. Dudley in 1725 as one of the species hunted by the early New England whalers, was almost certainly the gray whale. During the 2010s there have been rare sightings of gray whales in the North Atlantic Ocean or the connecting Mediterranean Sea, including one off the coast of Israel and one off the coast of Namibia. These apparently were migrants from the North Pacific population through the Arctic Ocean. A 2015 study of DNA from subfossil gray whales indicated that this may not be a historically unique event. That study suggested that over the past 100,000 years there have been several migrations of gray whales between the Pacific and Atlantic, with the most recent large scale migration of this sort occurring about 5000 years ago. These migrations corresponded to times of relatively high temperatures in the Arctic Ocean. In 2021, one individual was seen at Rabat, Morocco, followed by sightings at Algeria and Italy. Prewhaling abundance Researchers used a genetic approach to estimate pre-whaling abundance based on samples from 42 California gray whales, and reported DNA variability at 10 genetic loci consistent with a population size of 76,000–118,000 individuals, three to five times larger than the average census size as measured through 2007. NOAA has collected surveys of gray whale population since at least the 1960s. They state that "the most recent population estimate [from 2007] was approximately 19,000 whales, with a high probability (88%) that the population is at 'optimum sustainable population' size, as defined by the Marine Mammal Protection Act. They speculate that the ocean ecosystem has likely changed since the prewhaling era, making a return to prewhaling numbers infeasible. Factors limiting or threatening current population levels include ship strikes, entanglement in fishing gear, and changes in sea-ice coverage associated with climate change. Integration and recolonization Several whales seen off Sakhalin and on Kamchatka Peninsula are confirmed to migrate towards eastern side of Pacific and join the larger eastern population. In January 2011, a gray whale that had been tagged in the western population was tracked as far east as the eastern population range off the coast of British Columbia. Recent findings from either stranded or entangled specimens indicate that the original western population have become functionally extinct and possibly all the whales appeared on Japanese and Chinese coasts in modern times are vagrants or re-colonizers from the eastern population. In mid-1980, there were three gray whale sightings in the eastern Beaufort Sea, placing them further east than their known range at the time. Recent increases in sightings are confirmed in Arctic areas of the historic range for Atlantic stocks, most notably on several locations in the Laptev Sea including the New Siberian Islands in the East Siberian Sea, and around the marine mammal sanctuary of the Franz Josef Land, indicating possible earlier pioneers of re-colonizations. These whales were darker in body color than those whales seen in Sea of Okhotsk. In May 2010, a gray whale was sighted off the Mediterranean shore of Israel. It has been speculated that this whale crossed from the Pacific to the Atlantic via the Northwest Passage, since an alternative route around Cape Horn would not be contiguous to the whale's established territory. There has been gradual melting and recession of Arctic sea ice with extreme loss in 2007 rendering the Northwest Passage "fully navigable". The same whale was sighted again on May 30, 2010, off the coast of Barcelona, Spain. In May 2013, a gray whale was sighted off Walvis Bay, Namibia. Scientists from the Namibian Dolphin Project confirmed the whale's identity and thus provides the only sighting of this species in the Southern Hemisphere. Photographic identification suggests that this is a different individual than the one spotted in the Mediterranean in 2010. As of July 2013, the Namibian whale was still being seen regularly. In March 2021, a gray whale was sighted near Rabat, the capital of Morocco. In April, additional sightings were made off Algeria and Italy. Genetic analysis of fossil and prefossil gray whale remains in the Atlantic Ocean suggests several waves of dispersal from the Pacific to the Atlantic related to successive periods of climactic warming – during the Pleistocene before the last glacial period and the early Holocene immediately following the opening of the Bering Strait. This information and the recent sightings of Pacific gray whales in the Atlantic, suggest that another range expansion to the Atlantic may be starting. Life history Reproduction Breeding behavior is complex and often involves three or more animals. Both male and female whales reach puberty between the ages of 6 and 12 with an average of eight to nine years. Females show highly synchronized reproduction, undergoing oestrus in late November to early December. During the breeding season, it is common for females to have several mates. This single ovulation event is believed to coincide with the species’ annual migration patterns, when births can occur in warmer waters. Most females show biennial reproduction, although annual births have been reported. Males also show seasonal changes, experiencing an increase in testes mass that correlates with the time females undergo oestrus. Currently there are no accounts of twin births, although an instance of twins in utero has been reported. The gestation period for gray whales is approximately 13  months, with females giving birth every one to three years. In the latter half of the pregnancy, the fetus experiences a rapid growth in length and mass. Similar to the narrow breeding season, most calves are born within a six-week time period in mid January. The calf is born tail first, and measures about 14–16 ft in length, and a weight of 2,000 lbs. Females lactate for approximately seven months following birth, at which point calves are weaned and maternal care begins to decrease. The shallow lagoon waters in which gray whales reproduce are believed to protect the newborn from sharks and orcas. On 7 January 2014, a pair of newborn or aborted conjoined twin gray whale calves were found dead in the Laguna Ojo de Liebre (Scammon's Lagoon), off the west coast of Mexico. They were joined by their bellies. Feeding The whale feeds mainly on benthic crustaceans, which it eats by turning on its side and scooping up sediments from the sea floor. This unique feeding selection makes gray whales one of the most strongly reliant on coastal waters among baleen whales. It is classified as a baleen whale and has baleen, or whalebone, which acts like a sieve, to capture small sea animals, including amphipods taken in along with sand, water and other material. Off Vancouver Island, gray whales commonly feed on shrimp-like mysids. When mysids are abundant gray whales are present in fairly large numbers. Despite mysids being a prey of choice, gray whales are opportunistic feeders and can easily switch from feeding planktonically to benthically. When gray whales feed planktonically, they roll onto their right side while their fluke remains above the surface, or they apply the skimming method seen in other baleen whales (skimming the surface with their mouth open). This skimming behavior mainly seems to be used when gray whales are feeding on crab larvae. Gray whales feed benthically, by diving to the ocean floor and rolling on to their side, (gray whales, like blue whales seem to favor rolling onto their right side) and suck up prey from the sea floor. Gray whales seem to favor feeding planktonically in their feeding grounds, but benthically along their migration route in shallower water. Mostly, the animal feeds in the northern waters during the summer; and opportunistically feeds during its migration, depending primarily on its extensive fat reserves. Another reason for this opportunistic feeding may be the result of population increases, resulting in the whales taking advantage of whatever prey is available, due to increased competition. Feeding areas during migration seem to include the Gulf of California, Monterey Bay and Baja California Sur. Calf gray whales drink of their mothers' 53% fat milk per day. The main feeding habitat of the western Pacific subpopulation is the shallow ( depth) shelf off northeastern Sakhalin Island, particularly off the southern portion of Piltun Lagoon, where the main prey species appear to be amphipods and isopods. In some years, the whales have also used an offshore feeding ground in depth southeast of Chayvo Bay, where benthic amphipods and cumaceans are the main prey species. Some gray whales have also been seen off western Kamchatka, but to date all whales photographed there are also known from the Piltun area. Diagram of the gray whale seafloor feeding strategy Migration Predicted distribution models indicate that overall range in the last glacial period was broader or more southerly distributed, and inhabitations in waters where species presences lack in present situation, such as in southern hemisphere and south Asian waters and northern Indian Ocean were possible due to feasibility of the environment on those days. Range expansions due to recoveries and re-colonization in the future is likely to be happen and the predicted range covers wider than that of today. The gray whale undergoes the longest migration of any mammal. Eastern Pacific population Each October, as the northern ice pushes southward, small groups of eastern gray whales in the eastern Pacific start a two- to three-month, trip south. Beginning in the Bering and Chukchi seas and ending in the warm-water lagoons of Mexico's Baja California Peninsula and the southern Gulf of California, they travel along the west coast of Canada, the United States and Mexico. Traveling night and day, the gray whale averages approximately per day at an average speed of . This round trip of is believed to be the longest annual migration of any mammal. By mid-December to early January, the majority are usually found between Monterey and San Diego such as at Morro bay, often visible from shore. The whale watching industry provides ecotourists and marine mammal enthusiasts the opportunity to see groups of gray whales as they migrate. By late December to early January, eastern grays begin to arrive in the calving lagoons and bays on the west coast of Baja California Sur. The three most popular are San Ignacio, Magdalena Bay to the south, and, to the north, Laguna Ojo de Liebre (formerly known in English as Scammon's Lagoon after whaleman Charles Melville Scammon, who discovered the lagoons in the 1850s and hunted the grays). Gray whales once ranged into Sea of Cortez and Pacific coasts of continental Mexico south to the Islas Marías, Bahía de Banderas, and Nayarit/Jalisco, and there were two modern calving grounds in Sonora (Tojahui or Yavaros) and Sinaloa (Bahia Santa Maria, Bahia Navachiste, La Reforma, Bahia Altata) until being abandoned in 1980s. These first whales to arrive are usually pregnant mothers looking for the protection of the lagoons to bear their calves, along with single females seeking mates. By mid-February to mid-March, the bulk of the population has arrived in the lagoons, filling them with nursing, calving and mating gray whales. Throughout February and March, the first to leave the lagoons are males and females without new calves. Pregnant females and nursing mothers with their newborns are the last to depart, leaving only when their calves are ready for the journey, which is usually from late March to mid-April. Often, a few mothers linger with their young calves well into May. Whale watching in Baja's lagoons is particularly popular because the whales often come close enough to boats for tourists to pet them. By late March or early April, the returning animals can be seen from Puget Sound to Canada. Resident groups A population of about 200 gray whales stay along the eastern Pacific coast from Canada to California throughout the summer, not making the farther trip to Alaskan waters. This summer resident group is known as the Pacific Coast feeding group. Any historical or current presence of similar groups of residents among the western population is currently unknown, however, whalers' logbooks and scientific observations indicate that possible year-round occurrences in Chinese waters and Yellow and Bohai basins were likely to be summering grounds. Some of the better documented historical catches show that it was common for whales to stay for months in enclosed waters elsewhere, with known records in the Seto Inland Sea and the Gulf of Tosa. Former feeding areas were once spread over large portions on mid-Honshu to northern Hokkaido, and at least whales were recorded for majority of annual seasons including wintering periods at least along east coasts of Korean Peninsula and Yamaguchi Prefecture. Some recent observations indicate that historic presences of resident whales are possible: a group of two or three were observed feeding in Izu Ōshima in 1994 for almost a month, two single individuals stayed in Ise Bay for almost two months in the 1980s and in 2012, the first confirmed living individuals in Japanese EEZ in the Sea of Japan and the first of living cow-calf pairs since the end of whaling stayed for about three weeks on the coastline of Teradomari in 2014. One of the pair returned to the same coasts at the same time of the year in 2015 again. Reviewing on other cases on different locations among Japanese coasts and islands observed during 2015 indicate that spatial or seasonal residencies regardless of being temporal or permanental staying once occurred throughout many parts of Japan or on other coastal Asia. Western population The current western gray whale population summers in the Sea of Okhotsk, mainly off Piltun Bay region at the northeastern coast of Sakhalin Island (Russian Federation). There are also occasional sightings off the eastern coast of Kamchatka (Russian Federation) and in other coastal waters of the northern Okhotsk Sea. Its migration routes and wintering grounds are poorly known, the only recent information being from occasional records on both the eastern and western coasts of Japan and along the Chinese coast. Gray whale had not been observed on Commander Islands until 2016. The northwestern pacific population consists of approximately 300 individuals, based on photo identification collected off of Sakhalin Island and Kamchatka. The Sea of Japan was once thought not to have been a migration route, until several entanglements were recorded. Any records of the species had not been confirmed since after 1921 on Kyushu. However, there were numerous records of whales along the Genkai Sea off Yamaguchi Prefecture, in Ine Bay in the Gulf of Wakasa, and in Tsushima. Gray whales, along with other species such as right whales and Baird's beaked whales, were common features off the north eastern coast of Hokkaido near Teshio, Ishikari Bay near Otaru, the Shakotan Peninsula, and islands in the La Pérouse Strait such as Rebun Island and Rishiri Island. These areas may also have included feeding grounds. There are shallow, muddy areas favorable for feeding whales off Shiretoko, such as at Shibetsu, the Notsuke Peninsula, Cape Ochiishi on Nemuro Peninsula, Mutsu Bay, along the Tottori Sand Dunes, in the Suou-nada Sea, and Ōmura Bay. The historical calving grounds were unknown but might have been along southern Chinese coasts from Zhejiang and Fujian Province to Guangdong, especially south of Hailing Island and to near Hong Kong. Possibilities include Daya Bay, Wailou Harbour on Leizhou Peninsula, and possibly as far south as Hainan Province and Guangxi, particularly around Hainan Island. These areas are at the southwestern end of the known range. It is unknown whether the whales' normal range once reached further south, to the Gulf of Tonkin. In addition, the existence of historical calving ground on Taiwan and Penghu Islands (with some fossil records and captures), and any presence in other areas outside of the known ranges off Babuyan Islands in Philippines and coastal Vietnamese waters in Gulf of Tonkin are unknown. There is only one confirmed record of accidentally killing of the species in Vietnam, at Ngoc Vung Island off Ha Long Bay in 1994 and the skeleton is on exhibition at the Quang Ninh Provincial Historical Museum. Gray whales are known to occur in Taiwan Strait even in recent years. It is also unknown whether any winter breeding grounds ever existed beyond Chinese coasts. For example, it is not known if the whales visited the southern coasts of the Korean Peninsula, adjacent to the Island of Jeju), Haiyang Island, the Gulf of Shanghai, or the Zhoushan Archipelago. There is no evidence of historical presence in Japan south of Ōsumi Peninsula; only one skeleton has been discovered in Miyazaki Prefecture. once considered the Seto Inland Sea to be a historical breeding ground, but only a handful of capture records support this idea, although migrations into the sea have been confirmed. Recent studies using genetics and acoustics, suggest that there are several wintering sites for western gray whales such as Mexico and the East China sea. However, their wintering ground habits in the western North Pacific are still poorly understood and additional research is needed. Recent migration in Asian waters Even though South Korea put the most effort into conservation of the species among the Asian nations, there are no confirmed sightings along the Korean Peninsula or even in the Sea of Japan in recent years. The last confirmed record in Korean waters was the sighting of a pair off Bangeojin, Ulsan in 1977. Prior to this, the last was of catches of 5 animals off Ulsan in 1966. There was a possible sighting of a whale within the port of Samcheok in 2015. There had been 24 records along Chinese coasts including sighting, stranding, intended hunts, and bycatches since 1933. The last report of occurrence of the species in Chinese waters was of a stranded semi adult female in the Bohai Sea in 1996, and the only record in Chinese waters in the 21st century was of a fully-grown female being killed by entanglement in Pingtan, China in November, 2007. DNA studies indicated that this individual might have originated from the eastern population rather than the western. Most notable observations of living whales after the 1980s were of 17 or 18 whales along Primorsky Krai in late October, 1989 (prior to this, a pair was reported swimming in the area in 1987), followed by the record of 14 whales in La Pérouse Strait on 13th, June in 1982 (in this strait, there was another sighting of a pair in October, 1987). In 2011, presences of gray whales were acoustically detected among pelagic waters in East China Sea between Chinese and Japanese waters. Since the mid 1990s, almost all the confirmed records of living animals in Asian waters were from Japanese coasts. There have been eight to fifteen sightings and stray records including unconfirmed sightings and re-sightings of the same individual, and one later killed by net-entanglement. The most notable of these observations are listed below: The feeding activities of a group of two or three whales that stayed around Izu Ōshima in 1994 for almost a month were recorded underwater by several researchers and whale photographers. A pair of thin juveniles were sighted off Kuroshio, Kōchi, a renowned town for whale-watching tourism of resident and sub-resident populations of Bryde's whales, in 1997. This sighting was unusual because of the location on mid-latitude in summer time. Another pair of sub-adults were confirmed swimming near the mouth of Otani River in Suruga Bay in May, 2003. A sub-adult whale that stayed in the Ise and Mikawa Bay for nearly two months in 2012 was later confirmed to be the same individual as the small whale observed off Tahara near Cape Irago in 2010, making it the first confirmed constant migration out of Russian waters. The juvenile observed off Owase in Kumanonada Sea in 2009 might or might not be the same individual. The Ise and Mikawa Bay region is the only location along Japanese coasts that has several records since the 1980s (a mortal entanglement in 1968, above mentioned short-stay in 1982, self-freeing entanglement in 2005), and is also the location where the first commercial whaling started. Other areas with several sighting or stranding records in recent years are off the Kumanonada Sea in Wakayama, off Oshika Peninsula in Tōhoku, and on coastlines close to Tomakomai, Hokkaido. Possibly the first confirmed record of living animals in Japanese waters in the Sea of Japan since the end of whaling occurred on 3 April 2014 at Nodumi Beach, Teradomari, Niigata. Two individuals, measuring ten and five metres respectively, stayed near the mouth of Shinano River for three weeks. It is unknown whether this was a cow-calf pair, which would have been a first record in Asia. All of the previous modern records in the Sea of Japan were of by-catches. One of the above pair returned on the same beaches at the same time of a year in 2015. A juvenile or possibly or not with another larger individual remained in Japanese waters between January or March and May 2015. It was first confirmed occurrences of the species on remote, oceanic islands in Japan. One or more visited waters firstly on Kōzu-shima and Nii-Jima for weeks then adjacent to Miho no Matsubara and behind the Tokai University campus for several weeks. Possibly the same individual was seen off Futo as well. This later was identified as the same individual previously recorded on Sakhalin in 2014, the first re-recording one individual at different Asian locations. A young whale was observed by land-based fishermen at Cape Irago in March, 2015. One of the above pair appeared in 2015 off southeastern Japan and then reappeared off Tateyama in January, 2016. The identity of this whale was confirmed by Nana Takanawa who photographed the same whale on Niijima in 2015. Likely the same individual was sighted off Futo and half an hour later off Akazawa beach in Itō, Shizuoka on the 14th. The whale then stayed next to a pier on Miyake-jima and later at Habushi beach on Niijima, the same beach the same individual stayed near on the previous year. One whale of was beached nearby Wadaura on March 4, 2016. Investigations on the corpse indicate that this was likely a different individual from the above animal. A carcass of young female was firstly reported floating along Atami on 4 April then was washed ashore on Ito on the 6th. As of April 20, 2017, one or more whale(s) have been staying within Tokyo Bay since February although at one point another whale if or if not the same individual sighted off Hayama, Kanagawa. It is unclear the exact number of whales included in these sightings; two whales reported by fishermen and Japanese coastal guard reported three whales on 20th or 21st. Whaling North Pacific Eastern population Humans and killer whales (orcas) are the adult gray whale's only predators, although orcas are the more prominent predator. Aboriginal hunters, including those on Vancouver Island and the Makah in Washington, have hunted gray whales. Commercial whaling by Europeans of the species in the North Pacific began in the winter of 1845–46, when two United States ships, the Hibernia and the United States, under Captains Smith and Stevens, caught 32 in Magdalena Bay. More ships followed in the two following winters, after which gray whaling in the bay was nearly abandoned because "of the inferior quality and low price of the dark-colored gray whale oil, the low quality and quantity of whalebone from the gray, and the dangers of lagoon whaling." Gray whaling in Magdalena Bay was revived in the winter of 1855–56 by several vessels, mainly from San Francisco, including the ship Leonore, under Captain Charles Melville Scammon. This was the first of 11 winters from 1855 through 1865 known as the "bonanza period", during which gray whaling along the coast of Baja California reached its peak. Not only were the whales taken in Magdalena Bay, but also by ships anchored along the coast from San Diego south to Cabo San Lucas and from whaling stations from Crescent City in northern California south to San Ignacio Lagoon. During the same period, vessels targeting right and bowhead whales in the Gulf of Alaska, Sea of Okhotsk, and the Western Arctic would take the odd gray whale if neither of the more desirable two species were in sight. In December 1857, Charles Scammon, in the brig Boston, along with his schooner-tender Marin, entered Laguna Ojo de Liebre (Jack-Rabbit Spring Lagoon) or later known as Scammon's Lagoon (by 1860) and found one of the gray's last refuges. He caught 20 whales. He returned the following winter (1858–59) with the bark Ocean Bird and schooner tenders A.M. Simpson and Kate. In three months, he caught 47 cows, yielding of oil. In the winter of 1859–60, Scammon, again in the bark Ocean Bird, along with several other vessels, entered San Ignacio Lagoon to the south where he discovered the last breeding lagoon. Within only a couple of seasons, the lagoon was nearly devoid of whales. Between 1846 and 1874, an estimated 8,000 gray whales were killed by American and European whalemen, with over half having been killed in the Magdalena Bay complex (Estero Santo Domingo, Magdalena Bay itself, and Almejas Bay) and by shore whalemen in California and Baja California. A second, shorter, and less intensive hunt occurred for gray whales in the eastern North Pacific. Only a few were caught from two whaling stations on the coast of California from 1919 to 1926, and a single station in Washington (1911–21) accounted for the capture of another. For the entire west coast of North America for the years 1919 to 1929, 234 gray whales were caught. Only a dozen or so were taken by British Columbian stations, nearly all of them in 1953 at Coal Harbour. A whaling station in Richmond, California, caught 311 gray whales for "scientific purposes" between 1964 and 1969. From 1961 to 1972, the Soviet Union caught 138 gray whales (they originally reported not having taken any). The only other significant catch was made in two seasons by the steam-schooner California off Malibu, California. In the winters of 1934–35 and 1935–36, the California anchored off Point Dume in Paradise Cove, processing gray whales. In 1936, gray whales became protected in the United States. Western population The Japanese began to catch gray whales beginning in the 1570s. At Kawajiri, Nagato, 169 gray whales were caught between 1698 and 1889. At Tsuro, Shikoku, 201 were taken between 1849 and 1896. Several hundred more were probably caught by American and European whalemen in the Sea of Okhotsk from the 1840s to the early 20th century. Whalemen caught 44 with nets in Japan during the 1890s. The real damage was done between 1911 and 1933, when Japanese whalemen killed 1,449 after Japanese companies established several whaling stations on Korean Peninsula and on Chinese coast such as near the Daya bay and on Hainan Island. By 1934, the western gray whale was near extinction. From 1891 to 1966, an estimated 1,800–2,000 gray whales were caught, with peak catches of between 100 and 200 annually occurring in the 1910s. As of 2001, the Californian gray whale population had grown to about 26,000. As of 2016, the population of western Pacific (seas near Korea, Japan, and Kamchatka) gray whales was an estimated 200. North Atlantic The North Atlantic population may have been hunted to extinction in the 18th century. Circumstantial evidence indicates whaling could have contributed to this population's decline, as the increase in whaling activity in the 17th and 18th centuries coincided with the population's disappearance. A. B. Van Deinse points out the "scrag whale", described by P. Dudley in 1725, as one target of early New England whalers, was almost certainly the gray whale. In his 1835 history of Nantucket Island, Obed Macy wrote that in the early pre-1672 colony, a whale of the kind called "scragg" entered the harbor and was pursued and killed by the settlers. Gray whales (Icelandic sandlægja) were described in Iceland in the early 17th century. Formations of industrial whaling among the Mediterranean basin(s) have been considered to be feasible as well. Conservation Gray whales have been granted protection from commercial hunting by the International Whaling Commission (IWC) since 1949, and are no longer hunted on a large scale. Limited hunting of gray whales has continued since that time, however, primarily in the Chukotka region of northeastern Russia, where large numbers of gray whales spend the summer months. This hunt has been allowed under an "aboriginal/subsistence whaling" exception to the commercial-hunting ban. Anti-whaling groups have protested the hunt, saying the meat from the whales is not for traditional native consumption, but is used instead to feed animals in government-run fur farms; they cite annual catch numbers that rose dramatically during the 1940s, at the time when state-run fur farms were being established in the region. Although the Soviet government denied these charges as recently as 1987, in recent years the Russian government has acknowledged the practice. The Russian IWC delegation has said that the hunt is justified under the aboriginal/subsistence exemption, since the fur farms provide a necessary economic base for the region's native population. Currently, the annual quota for the gray whale catch in the region is 140 per year. Pursuant to an agreement between the United States and Russia, the Makah tribe of Washington claimed four whales from the IWC quota established at the 1997 meeting. With the exception of a single gray whale killed in 1999, the Makah people have been prevented from hunting by a series of legal challenges, culminating in a United States federal appeals court decision in December 2002 that required the National Marine Fisheries Service to prepare an Environmental Impact Statement. On September 8, 2007, five members of the Makah tribe shot a gray whale using high-powered rifles in spite of the decision. The whale died within 12 hours, sinking while heading out to sea. As of 2018, the IUCN regards the gray whale as being of least concern from a conservation perspective. However, the specific subpopulation in the northwest Pacific is regarded as being critically endangered. The northwest Pacific population is also listed as endangered by the U.S. government's National Marine Fisheries Service under the U.S. Endangered Species Act. The IWC Bowhead, Right and Gray Whale subcommittee in 2011 reiterated the conservation risk to western gray whales is large because of the small size of the population and the potential anthropogenic impacts. Gray whale migrations off of the Pacific Coast were observed, initially, by Marineland of the Pacific in Palos Verdes, California. The Gray Whale Census, an official gray whale migration census that has been recording data on the migration of the Pacific gray whale has been keeping track of the population of the Pacific gray whale since 1985. This census is the longest running census of the Pacific gray whale. Census keepers volunteer from December 1 through May, from sun up to sun down, seven days a week, keeping track of the amount of gray whales migrating through the area off of Los Angeles. Information from this census is listed through the American Cetacean Society of Los Angeles (ACSLA). South Korea and China list gray whales as protected species of high concern. In South Korea, the was registered as the 126th national monument in 1962, although illegal hunts have taken place thereafter, and there have been no recent sightings of the species in Korean waters. Rewilding proposal In 2005, two conservation biologists proposed a plan to airlift 50 gray whales from the Pacific Ocean to the Atlantic Ocean. They reasoned that, as Californian gray whales had replenished to a suitable population, surplus whales could be transported to repopulate the extinct British population. this plan has not been undertaken. Threats According to the Government of Canada's Management Plan for gray whales, threats to the eastern North Pacific population of gray whales include: increased human activities in their breeding lagoons in Mexico, climate change, acute noise, toxic spills, aboriginal whaling, entanglement with fishing gear, boat collisions, and possible impacts from fossil fuel exploration and extraction. Western gray whales are facing, the large-scale offshore oil and gas development programs near their summer feeding ground, as well as fatal net entrapments off Japan during migration, which pose significant threats to the future survival of the population. The substantial nearshore industrialization and shipping congestion throughout the migratory corridors of the western gray whale population represent potential threats by increasing the likelihood of exposure to ship strikes, chemical pollution, and general disturbance. Offshore gas and oil development in the Okhotsk Sea within of the primary feeding ground off northeast Sakhalin Island is of particular concern. Activities related to oil and gas exploration, including geophysical seismic surveying, pipelaying and drilling operations, increased vessel traffic, and oil spills, all pose potential threats to western gray whales. Disturbance from underwater industrial noise may displace whales from critical feeding habitat. Physical habitat damage from drilling and dredging operations, combined with possible impacts of oil and chemical spills on benthic prey communities also warrants concern. The western gray whale population is considered to be endangered according to IUCN standards. Along Japanese coasts, four females including a cow-calf pair were trapped and killed in nets in the 2000s. There had been a record of dead whale thought to be harpooned by dolphin-hunters found on Hokkaido in the 1990s. Meats for sale were also discovered in Japanese markets as well. 2019 has had a record number of gray whale strandings and deaths, with their being 122 strandings in United States waters and 214 in Canadian waters. The cause of death in some specimens appears to be related to poor nutritional condition. It is hypothesized that some of these strandings are related to changes in prey abundance or quality in the Arctic feeding grounds, resulting in poor feeding. Some scientists suggest that the lack of sea ice has been preventing the fertilization of amphipods, a main source of food for gray whales, so that they have been hunting krill instead, which is far less nutritious. More research needs to be conducted to understand this issue. A recent study provides some evidence that solar activity is correlated to gray whale strandings. When there was a high prevalence of sunspots, gray whales were five times more likely to strand. A possible explanation for this phenomenon is that solar storms release a large amount of electromagnetic radiation, which disrupts earth's magnetic field and/or the whale's ability to analyze it. This may apply to the other species of cetaceans, such as sperm whales. However, there is not enough evidence to suggest that whales navigate through the use of magnetoreception (an organisms’ ability to sense a magnetic field). Killer whales are "a prime predator of gray whale calves." Typically three to four killer whales ram a calf from beneath in order to separate it from its mother, who defends it. Humpback whales have been observed defending gray whale calves from orcas. Killer whales will often arrive in Monterey Bay to intercept gray whales during their northbound migration, targeting females migrating with newborn calves. They will separate the calf from the mother and hold the calf under water to drown it. The tactic of holding whales under water to drown them is certainly used by killer whales on adult gray whales as well. It is roughly estimated that 33% of the gray whales born in a given year might be killed by predation. Captivity Because of their size and need to migrate, gray whales have rarely been held in captivity, and then only for brief periods of time. The first captive gray whale, who was captured in Scammon's Lagoon, Baja California in 1965, was named Gigi and died two months later from an infection. The second gray whale, who was captured in 1972 from the same lagoon, was named Gigi II and was released a year later after becoming too large for the facilities. The third gray whale, J.J., first beached herself in Marina del Rey, California where she was rushed to SeaWorld San Diego. After 14 months, she was released because she also grew too large to be cared for in the existing facilities. At and when she was released, J.J. was the largest marine mammal ever to be kept in captivity. See also Gray Whale Cove State Beach Gray Whale Ranch List of cetaceans References Sources Further reading External links US National Marine Fisheries Service Gray Whale web page Arkive – images & video of gray whale Society for Marine Mammalogy – Gray Whale Species Account Voices in the Sea – Sounds of the Gray Whale Mammals described in 1861 Taxa named by Wilhelm Lilljeborg Baleen whales Cetaceans of the Pacific Ocean Cetaceans of the Arctic Ocean Extant Late Pleistocene first appearances Symbols of California
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Gladstone Gander is a cartoon character created in 1948 by The Walt Disney Company. He is an anthropomorphic gander (male goose) who possesses exceptional good luck that grants him anything he desires as well as protecting him from any harm. This is in contrast to his cousin Donald Duck, who is often characterized for having bad luck. Gladstone is also a rival of Donald for the affection of Daisy Duck. Gladstone dresses in a very debonair way, often in a suit; wearing a bow-tie, fedora, and spats. He has a wavy hairstyle which is depicted either as white or blonde. In the story "Luck of the North" (December, 1949) he is described as having a brassy voice. Origin Gladstone Gander first appeared in "Wintertime Wager" in Walt Disney's Comics and Stories #88 (January, 1948), written and drawn by Carl Barks. In that story he arrives at Donald Duck's house during a freezing cold Christmas Day to remind him of a wager Donald made the previous summer; that he could swim in the Frozenbear Lake during Christmas Day or forfeit his house to Gladstone. Donald eventually loses the wager but Gladstone later on loses a wager of his own, brought to light by Daisy Duck, and thus Donald's house is returned to him. Barks gradually developed Gladstone's personality and demeanor after his first appearance and used him quite frequently—in 24 stories between 1948 and 1953, the first five years of his existence. In his first three appearances in 1948 ("Wintertime Wager", "Gladstone Returns", "Links Hijinks"), he was portrayed as the mirror image of Donald: an obstinate braggart, perhaps just a little bit more arrogant, but did not yet have his characteristic luck. In his next two appearances, "Rival Beachcombers" and "The Goldilocks Gambit", Gladstone is portrayed as merely lazy and irritable, and also gullible. The breakthrough of his lucky streak occurs in 1949, within the adventure story "Race to the South Seas!" (March of Comics #41). In that story, Donald and his three nephews set sail on a rescue mission from Duckburg to a remote Pacific island on which Scrooge McDuck is believed to have stranded, in an attempt to gain their uncle's favor. For the same reason Gladstone is in hot pursuit as well, but because he was "born lucky" as Donald explains to his nephews, without lifting a finger, is having a much easier time than them. His and Donald's rivalry over Daisy is established in "Donald's Love Letters" (1949), "Wild About Flowers" (1950), and "Knightly Rivals" (1951), and as potential heirs to Scrooge's fortune in "Some Heir Over the Rainbow" (1953). After that, Barks felt unable to develop the character further, finding him basically unsympathetic, and began using him less frequently. But by then, Gladstone had found a steady place in the Duck universe as one of the main established characters; frequently used by other writers and artists both in the Americas and Europe. He was first used by an artist other than Barks in 1951: "Presents For All" by Del Connell and Bob Moore. He appears as a main character in the Big Little Book series book "Luck of the Ducks" (1969). Character Gladstone's good luck defies probability and provides him with anything that would be to his benefit or enjoyment; as well as things he specifically wishes for, which are at times related to the plot of some stories. This could range from finding wallets and other valuables on the sidewalk to pieces of a ripped apart treasure map floating together in river to form it whole again; revealing the treasure’s location. His good luck also protects him from any harm. At times he might not even know that a situation will work out in his favor in a later stage and by then often feeling confused or at times even thinking his luck has abandoned him; just to learn that it has been with him all along. There have been various explanations for Gladstone's good luck over the years by various writers and artists. In Barks' story "Luck of the North" Gladstone proclaims: "I was born under a lucky star, and everything I do will bring me good fortune [...]." This is read from a horoscope book he owns which also has a map showing his lucky star conniving with the planet Neptunus. In many of the Italian comic books stories, Gladstone is bestowed with his luck because Fortuna, the goddess of fortune, is in love with him. In Don Rosa's story "The Sign of the Triple Distelfink" (1997), he added the fact that Gladstone was born on the day of his mother Daphne's birthday in 1920, under the protection sign of the Triple Distelfink, thus inheriting his mother's luck. In some stories he also uses good luck charms like lucky horseshoes or rabbits foots. However, for all his luck, Gladstone has no achievements to be proud of and no true ambitions, as he is incapable of long-term planning. This is all because of that he does not have to make the slightest of efforts to get what he wants, as his good luck will just give it to him in the end. He also often does not learn any life lessons from any misfortunes he could experience. This leads him to be extremely lazy; at times even thinking that willfully wishing for something is hard work, and disconnected from the realities of ordinary life. All of this is in stark contrast to his relative Scrooge McDuck, who is also capable of taking advantage of opportunities but works hard to create situations favorable for him; is strongly motivated by his ambitions and takes pride in forming his fortune by his own efforts and experiences. Instead, Gladstone often shows pride in his effortlessness and expresses great anxiety if he would betray those ideals. This is something first explored in more detail in Carl Barks's story "Gladstone's Terrible Secret" (May, 1952). Comic artist and writer Don Rosa has commented about this on the character: "Gladstone is unwilling to make the slightest effort to gain something that his luck cannot give him, and, when things go wrong, he resigns immediately, certain that around the next corner a wallet, dropped by a passer-by, will be waiting for him". Gladstone feels open contempt towards work of any kind, claiming it is beneath him, to the point of hesitating to help others even if it is to his own advantage, claiming that it seems alarmingly like work. Also because of his good fortune, Gladstone is most often characterized to be very snobbish and a gloat; especially (and in some stories exclusively) toward his cousin Donald to whom he also can be very aggravating. For all of these reasons, he and Donald have formed an intense rivalry with each other. Gladstone's outrageous luck and boastfulness toward his cousin, combined with Donald's own ego and belief he can still best him despite all odds — or as Don Rosa's version of Donald comments, "Donald's eternal tendency towards self-destruction" — have set the stage for many stories featuring the two cousins' confrontations. They have, however, worked together or at least tolerated each other at times, but this is very rare and not without some tension that easily can turn into their ordinary rivalry. Occasionally, he is a rival to Scrooge McDuck himself who resents his complete reliance on his uncanny good luck. In such stories, often the only way Gladstone can be believably defeated is to have him win by the letter of the original story preset while the heroes later on take the bigger prize. In Carl Barks' story "The Golden Nugget Boat" (Uncle Scrooge #35, September 1961), Gladstone and Scrooge are competing in a gold prospecting contest in which Gladstone finds a gold nugget the nephews fashioned from a gold item Scrooge already owns to stop him from killing himself from overexertion in the contest. Gladstone finds the nugget and returns to win, but Scrooge and his nephews then find a much bigger nugget they are able to fashion into a boat to return to civilization afterward with a monetary worth that is easily more than Gladstone's find. Another instance of this with his rivalry with Donald was in the "Salmon Derby" (Walt Disney's Comics and Stories #167, August 1954), where Gladstone catches the biggest fish and wins a new car but Donald manages to save a wealthy tycoon's daughter and is able to purchase a much bigger car. Another instance was when both Donald and Gladstone were competing for a job as a cameraman for a nature film director because Daisy was the director's assistant, Gladstone got the job but wished he had not because he wound up trudging through a swamp to film giant spiders while Daisy stayed behind in America, with Donald. In more modern stories where he takes a more protagonistic role, writers most often downplay his unlikability to make him more relatable. For example, showing that he can learn from potential bad experiences, even if they never would become reality, and put more emphasis on his love for his family, even if he at times has a hard time expressing these feelings. In many stories, Gladstone is also considered among the prime candidates for Scrooge McDuck's succession. In "Some Heir Over the Rainbow" (Walt Disney's Comics and Stories #155, August 1953) by Carl Barks, Scrooge gives $1,000 to Donald, Gladstone, and Huey, Dewey and Louie to determine how they use it in order to be the most suitable heir to his fortune. Gladstone thinks of using the money to buy a television set until he finds a raffle ticket, in which he decides to save the money by placing it in a tree. Scrooge is unimpressed that Gladstone did not increase the money at all, but acknowledges that at least he still "had" it. Huey, Dewey, and Louie infuriate Scrooge by investing their money in what Scrooge assumes was a scam. Finally, Scrooge thinks to himself, "I guess my heir will have to be Gladstone Gander! .... What an awful injustice to the world!" Soon afterwards, however, the children's decision proves to be the wisest, and they become Scrooge's heirs instead of Gladstone. He is a rival of Donald for the love of his girlfriend Daisy Duck. This is often portrayed either by showing Daisy uncertain of which one she likes the most or; the more common version, that she is angry with Donald and goes out with Gladstone instead to make Donald jealous. In modern comics this love-triangle is at times often more downplayed. However, despite having an eternal crush on Daisy Duck, Gladstone has appeared in love with other duck girls in Italian and Danish comic stories. One of those is Linda Paper, who really conquered Gladstone, making him want to give up all his luck, since she is unlucky and absolutely hates lucky people. She appeared in two subsequent comic stories. Another is Feather Mallard, who is as lucky as Gladstone but whenever they are together they are instead experiencing bad luck. A number of recent Italian stories feature Gladstone's protector goddess Fortuna appearing in person. She appears in one noteworthy tale, "Gastone e il debole dalla Fortuna" ("Gladstone and the Struck of Luck"), by Enrico Faccini and Augusto Macchetto, first published on March 24, 1998. In this story, the Goddess takes mortal guise in order to be able to date her favorite gander, and appears to be love-struck with him. Although Gladstone competes for Daisy's attention and affection with Donald and often loses, he reassures himself that at least he still has his extraordinary luck, because in the end he is a hedonist and the only person he really adores is himself. His exact relation to the Duck Family Tree at its early stages was somewhat uncertain. In Carl Barks' original version of the family tree from the 1950s, Gladstone was the son of Luke the Goose and Daphne Duck who died by overeating at a free-lunch picnic. He was later adopted by Matilda McDuck and Goosetave Gander. Later, Barks is reported to have done away with the adoption, which was never featured in any story. (Of course, no stories denying the event were published.) In a more recent version of the family tree created by Don Rosa, with input from Barks, it was established that Daphne Duck (Donald's paternal aunt) married Goostave Gander and the two were Gladstone's parents. This is consistent with what Gladstone says in "Race to the South Seas": "Scrooge McDuck is my mother's brother's brother-in-law". Gladstone has a nephew named Shamrock Gladstone who shares his propensity for luck. He also has a con artist cousin (not on Donald's side of the family) named Disraeli. Animation Gladstone makes two speaking appearances in the animated series DuckTales, where he was voiced by Rob Paulsen. In these episodes he is not characterized as much of a braggart he is in the comics but rather focusing much more on his care-free nature, and additionally acting a bit more foolishly. In the episode "Dime Enough for Luck", Gladstone is an unwitting stooge for Magica De Spell in one of her attempts to steal Scrooge's Number One Dime. He returns in the episode "Dr. Jekyll & Mr. McDuck", where he accidentally bids on an item that turns out to be valuable. This inspires Scrooge to bid on the next item—a trunk containing Dr. Jekyll's formula—which sets the plot in motion. He also makes non-speaking cameo appearances in the episodes "Sweet Duck of Youth" and "Till Nephews Do Us Part", as well in episode of House of Mouse titled "Goofy For A Day". Gladstone appears in the 2000 computer game Donald Duck: Goin' Quackers in his traditional role of Donald's rival for Daisy's affection, and every time a Boss Battle is about to start, Gladstone greets Donald, but always gets hurt, becoming squished by a giant bird, getting knocked off a building by a wrecking ball, being sent crashing to the bottom of a haunted mansion, and even gets sent back to Duckburg inside a pipe, and every time he gets hurt, he says that he has found a nickel. He also appears in the DuckTales reboot, first appearing in the episode "The House of the Lucky Gander!". In this series, he is voiced by Paul F. Tompkins. This series brings his personality far closer to how he acts in the comics, although it is implied that he is genuinely unaware of how arrogant he is. See also Duck family (Disney) Gladstone Publishing References External links Gladstone Gander at Don Markstein's Toonopedia. Archived from the original on August 28, 2016. Disney core universe characters Disney comics characters Anthropomorphic birds Fictional geese Fictional unemployed people Fictional characters from Calisota Male characters in comics Luck Characters created by Carl Barks Comics characters introduced in 1948 Disney animated birds
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Guru Meditation started as an error notice displayed by the Commodore Amiga computer when it crashes. It is now also used by Varnish, a software component used by many content-heavy websites. This has led to many internet users seeing a 'Guru Meditation' message (sometimes spelled "Guru Mediation") when these websites suffer crashes or other issues. It is analogous to the "Blue Screen of Death" in Microsoft Windows operating systems, or a kernel panic in Unix. It has also been used as a message for unrecoverable errors in software packages such as VirtualBox and other operating systems (see Legacy section below). Origins The term "Guru Meditation Error" originated as an in-house joke in Amiga's early days. The company had a product called the Joyboard, a game controller much like a joystick but operated by the feet, similar to the Wii Balance Board. Early in the development of the Amiga computer operating system, the company's developers became so frustrated with the system's frequent crashes that, as a relaxation technique, a game was developed where a person would sit cross-legged on the Joyboard, resembling an Indian guru. The player tried to remain extremely still; the winner of the game stayed still the longest. If the player moved too much, a "guru meditation" error occurred. The final unlockable balance activity in Wii Fit represents a similar game. The same activity is unlocked from the start in Wii Fit Plus. Description of "Guru Meditation" errors on the Amiga The alert occurred when there was a fatal problem with the system. If the system had no means of recovery, it could display the alert, even in systems with numerous critical flaws. In extreme cases, the alert could even be displayed if the system's memory was completely exhausted. The text of the alert messages was completely baffling to most users. Only highly technically adept Amiga users would know, for example, that exception 3 was an address error, and meant the program was accessing a word on an unaligned boundary. Users without this specialized knowledge would have no recourse but to look for a "Guru" or to simply reboot the machine and hope for the best. Technical description (Amiga) When a Guru Meditation is displayed, the options are to reboot by pressing the left mouse button, or to invoke ROMWack by pressing the right mouse button. ROMWack is a minimalist debugger built into the operating system which is accessible by connecting a 9600 bit/s terminal to the serial port. The alert itself appears as a black rectangular box located in the upper portion of the screen. Its border and text are red for a normal Guru Meditation, or green/yellow for a Recoverable Alert, another kind of Guru Meditation. The screen goes black, and the power and disk-activity LEDs may blink immediately before the alert appears. In AmigaOS 1.x, programmed in ROMs known as Kickstart 1.1, 1.2 and 1.3, the errors are always red. In AmigaOS 2.x and 3.x, recoverable alerts are yellow, except for some very early versions of 2.x where they were green. Dead-end alerts are always red and terminal in all OS versions except in a rare series of events, as in when a deprecated Kickstart (example: 1.1) program conditionally boots from disk on a more advanced Kickstart 3.x ROM Amiga running in compatibility mode (therefore eschewing the on-disk OS) and crashes with a red Guru Meditation but subsequently restores itself by pressing the left mouse button, the newer Kickstart recognizing an inadvised low level chipset call for the older ROM directly poking the hardware, and addressing it. The error is displayed as two fields, separated by a period. The format is #0000000x.yyyyyyyy in case of a CPU error, or #aabbcccc.dddddddd in case of a system software error. The first field is either the Motorola 68000 exception number that occurred (if a CPU error occurs) or an internal error identifier (such as an "Out of Memory" code), in case of a system software error. The second can be the address of a Task structure, or the address of a memory block whose allocation or deallocation failed. It is never the address of the code that caused the error. If the cause of the crash is uncertain, this number is rendered as 48454C50, which stands for "HELP" in hexadecimal ASCII characters (48=H, 45=E, 4C=L, 50=P). Guru Meditation handler There was a commercially available error handler for AmigaOS, before version 2.04, called GOMF (Get Outta My Face) made by Hypertek/Silicon Springs Development corp. It was able to deal with many kinds of errors and gave the user a choice to either remove the offending process and associated screen, or allow the machine to show the Guru Meditation. In many cases, removal of the offending process gave one the choice to save one's data and exit running programs before rebooting the system. When the damage was not extensive, one was able to continue using the machine. However, it did not save the user from all errors, as one may have still seen this error occasionally. Recoverable Alerts Recoverable Alerts are non-critical crashes in the computer system. In most cases, it is possible to resume work and save files after a Recoverable Alert, while a normal, red Guru Meditation always results in an immediate reboot. It is, however, still recommended to reboot as soon as possible after encountering a Recoverable Alert, because the system may be in an unpredictable state that can cause data corruption. System software error codes The first byte specifies the area of the system affected. The top bit will be set if the error is a dead end alert. Legacy AmigaOS versions 4.0 and onwards replaced "Guru Meditation" with "Grim Reaper", but briefly mentions the Guru Meditation number in the prompt box. MorphOS displays an "Application Is Meditating" error message. Attempting to close the application may revive the operating system, but restarting is still recommended. Varnish references Guru Meditation for severe errors. The ESP8266 and ESP32 microcontrollers will display "Guru Meditation Error: Core X panic'ed" (where X is 0 or 1 depending on which core crashed) along with a core dump and stack trace. VirtualBox uses the term "Guru Meditation" for severe errors in the virtual machine monitor, for example caused by a triple fault in the virtual machine. NewPipe displays the message "Sorry, that should not have happened. Guru Meditation." in error reports. E23 displays a "Guru Meditation" and restarts when severe errors occur. See also Screen of death References AmigaOS Amiga Screens of death Computer error messages
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In linguistics, grammatical gender system is a specific form of noun class system, where nouns are assigned with gender categories that are often not related to their real-world qualities. In languages with grammatical gender, most or all nouns inherently carry one value of the grammatical category called gender; the values present in a given language (of which there are usually two or three) are called the genders of that language. Whereas some authors use the term "grammatical gender" as a synonym of "noun class", others use different definitions for each; many authors prefer "noun classes" when none of the inflections in a language relate to sex. Gender systems are used in approximately one quarter of the world's languages. According to one definition: "Genders are classes of nouns reflected in the behaviour of associated words." Overview Languages with grammatical gender usually have two to four different genders, but some are attested with up to 20. Common gender divisions include masculine and feminine; masculine, feminine, and neuter; or animate and inanimate. Depending on the language and the word, this assignment might bear some relationship with the meaning of the noun (e.g. "woman" is usually feminine), or may be arbitrary. In a few languages, the gender assignment of nouns is solely determined by their meaning or attributes, like biological sex, humanness, or animacy. In other languages, the division into genders usually correlates to some degree, at least for a certain set of nouns (such as those denoting humans), with some property or properties of the things that particular nouns denote. Such properties include animacy or inanimacy, "humanness" or non-humanness, and biological sex. However, in most languages, this semantic division is only partially valid, and many nouns may belong to a gender category that contrasts with their meaning (e.g. the word for "manliness" could be of feminine gender). In such a case, the gender assignment can also be influenced by the morphology or phonology of the noun, or in some cases can be apparently arbitrary. Usually each noun is assigned to one of the genders, and few or no nouns can occur in more than one gender. Gender is considered an inherent quality of nouns, and it affects the forms of other related words, a process called "agreement". Nouns may be considered the "triggers" of the process, whereas other words will be the "target" of these changes. These related words can be, depending on the language: determiners, pronouns, numerals, quantifiers, possessives, adjectives, past and passive participles, articles, verbs, adverbs, complementizers, and adpositions. Gender class may be marked on the noun itself, but will also always be marked on other constituents in a noun phrase or sentence. If the noun is explicitly marked, both trigger and target may feature similar alternations. Functions of grammatical gender Three possible functions of grammatical gender include: In a language with explicit inflections for gender, it is easy to express the natural gender of animate beings. Grammatical gender "can be a valuable tool of disambiguation", rendering clarity about antecedents. In literature, gender can be used to "animate and personify inanimate nouns". Among these, role 2 is probably the most important in everyday usage. Languages with gender distinction generally have fewer cases of ambiguity concerning, for example, pronominal reference. In the English phrase "a flowerbed in the garden which I maintain" only context tells us whether the relative clause (which I maintain) refers to the whole garden or just the flowerbed. In German, gender distinction prevents such ambiguity. The word for "flowerbed" () is neuter, whereas that for "garden" () is masculine. Hence, if a neuter relative pronoun is used, the relative clause refers to "flowerbed", and if a masculine pronoun is used, the relative clause refers to "garden". Because of this, languages with gender distinction can often use pronouns where in English a noun would have to be repeated in order to avoid confusion. It does not, however, help in cases where the words are of the same grammatical gender. Then again, there are often several synonymous nouns of different grammatical gender to pick from to avoid this. Moreover, grammatical gender may serve to distinguish homophones. It is a quite common phenomenon in language development for two phonemes to merge, thereby making etymologically distinct words sound alike. In languages with gender distinction, however, these word pairs may still be distinguishable by their gender. For example, French ("pot") and ("skin") are homophones , but disagree in gender: vs. . Gender contrasts Common systems of gender contrast include: masculine-feminine gender contrast masculine–feminine–neuter gender contrast animate-inanimate gender contrast common-neuter gender contrast Masculine–feminine contrast Nouns that denote specifically male persons (or animals) are normally of masculine gender; those that denote specifically female persons (or animals) are normally of feminine gender; and nouns that denote something that does not have any sex, or do not specify the sex of their referent, have come to belong to one or other of the genders, in a way that may appear arbitrary. Examples of languages with such a system include most of the modern Romance languages, the Baltic languages, the Celtic languages, some Indo-Aryan languages (e.g., Hindi), and the Afroasiatic languages. Masculine–feminine–neuter contrast This is similar to systems with a masculine–feminine contrast, except that there is a third available gender, so nouns with sexless or unspecified-sex referents may be either masculine, feminine, or neuter. There are also certain exceptional nouns whose gender does not follow the denoted sex, such as the German Mädchen, meaning "girl", which is neuter. This is because it is actually a diminutive of "Magd" and all diminutive forms with the suffix -chen are neuter. Examples of languages with such a system include later forms of Proto-Indo-European (see below), Sanskrit, some Germanic languages, most Slavic languages, a few Romance languages including Romanian and Asturian, Marathi, Latin, and Greek. Animate–inanimate contrast Here nouns that denote animate things (humans and animals) generally belong to one gender, and those that denote inanimate things to another (although there may be some deviation from that principle). Examples include earlier forms of Proto-Indo-European and the earliest family known to have split off from it, the extinct Anatolian languages (see below). Modern examples include Algonkian languages such as Ojibwe. In Northern Kurdish language (Kurmanji), the same word can have two genders according to the context. For example, if the word (meaning wood or tree) is feminine, it means that it is a living tree (e.g. means "apple tree"), but if it is masculine, it means that it is dead, no longer living (e.g. means "apple wood"). So if one wants to refer to a certain table that is made of wood from an apple tree, one cannot use the word with a feminine gender, and if one wants to refer to an apple tree in a garden, one cannot use with a masculine gender. Common–neuter contrast Here a masculine–feminine–neuter system previously existed, but the distinction between masculine and feminine genders has been lost in nouns (they have merged into what is called common gender), though not in pronouns that can operate under natural gender. Thus nouns denoting people are usually of common gender, whereas other nouns may be of either gender. Examples include Danish and Swedish (see Gender in Danish and Swedish), and to some extent Dutch (see Gender in Dutch grammar). The dialect of the old Norwegian capital Bergen also uses common gender and neuter exclusively. The common gender in Bergen and in Danish is inflected with the same articles and suffixes as the masculine gender in Norwegian Bokmål. This makes some obviously feminine noun phrases like "a cute girl", "the well milking cow" or "the pregnant mares" sound strange to most Norwegian ears when spoken by Danes and people from Bergen since they are inflected in a way that sounds like the masculine declensions in South-Eastern Norwegian dialects. The same does not apply to Swedish common gender, as the declensions follow a different pattern from both the Norwegian written languages. Norwegian Nynorsk, Norwegian Bokmål and most spoken dialects retain masculine, feminine and neuter even if their Scandinavian neighbours have lost one of the genders. As shown, the merger of masculine and feminine in these languages and dialects can be considered a reversal of the original split in Proto-Indo-European (see below). Other types of division or subdivision of gender Some gender contrasts are referred to as classes; for some examples, see Noun class. In some of the Slavic languages, for example, within the masculine and sometimes feminine and neuter genders, there is a further division between animate and inanimate nouns—and in Polish, also sometimes between nouns denoting humans and non-humans. (For details, see below.) A human–non-human (or "rational–non-rational") distinction is also found in Dravidian languages. (See below.) How gender contrasts can influence cognition Grammatical systems such as gender do not constrain thought. However, they do slightly impact the way we think: for instance, it has been consistently shown that gender causes a number of cognitive effects. For example, when native speakers of gendered languages are asked to imagine an inanimate object speaking, whether its voice is male or female tends to correspond to the grammatical gender of the object in their language. This has been observed for speakers of Spanish, French, and German, among others. Caveats of this research include the possibility of subjects' "using grammatical gender as a strategy for performing the task", and the fact that even for inanimate objects the gender of nouns is not always random. For example, in Spanish, female gender is often attributed to objects that are "used by women, natural, round, or light" and male gender to objects "used by men, artificial, angular, or heavy." Apparent failures to reproduce the effect for German speakers has also led to a proposal that the effect is restricted to languages with a two-gender system, possibly because such languages are inclined towards a greater correspondence between grammatical and natural gender. Another kind of test asks people to describe a noun, and attempts to measure whether it takes on gender-specific connotations depending on the speaker's native language. For example, one study found that German speakers describing a bridge (, ) more often used the words 'beautiful', 'elegant', 'pretty', and 'slender', while Spanish speakers, whose word for bridge is masculine (, ), used 'big', 'dangerous', 'strong', and 'sturdy' more often. However, studies of this kind have been criticised on various grounds and yield an unclear pattern of results overall. Related linguistic concepts Noun classes A noun may belong to a given class because of characteristic features of its referent, such as sex, animacy, shape, although in some instances a noun can be placed in a particular class based purely on its grammatical behavior. Some authors use the term "grammatical gender" as a synonym of "noun class", but others use different definitions for each. Many authors prefer "noun classes" when none of the inflections in a language relate to sex, such as when an animate–inanimate distinction is made. Note, however, that the word "gender" derives from Latin genus (also the root of genre) which originally meant "kind", so it does not necessarily have a sexual meaning. Noun classifiers A classifier, or measure word, is a word or morpheme used in some languages together with a noun, principally to enable numbers and certain other determiners to be applied to the noun. They are not regularly used in English or other European languages, although they parallel the use of words such as piece(s) and head in phrases like "three pieces of paper" or "thirty head of cattle". They are a prominent feature of East Asian languages, where it is common for all nouns to require a classifier when being quantified—for example, the equivalent of "three people" is often "three classifier people". A more general type of classifier (classifier handshapes) can be found in sign languages. Classifiers can be considered similar to genders or noun classes, in that a language which uses classifiers normally has a number of different ones, used with different sets of nouns. These sets depend largely on properties of the things that the nouns denote (for example, a particular classifier may be used for long thin objects, another for flat objects, another for people, another for abstracts, etc.), although sometimes a noun is associated with a particular classifier more by convention than for any obvious reason. However it is also possible for a given noun to be usable with any of several classifiers; for example, the Mandarin Chinese classifier () is frequently used as an alternative to various more specific classifiers. The manifestation of grammatical gender Grammatical gender can be realized as inflection and can be conditioned by other types of inflection, especially number inflection, where the singular-plural contrast can interact with gender inflection. Grammatical gender can be realized as inflection The grammatical gender of a noun manifests itself in two principal ways: in the modifications that the noun itself undergoes, and in modifications of other related words (agreement). Grammatical gender as noun inflection Grammatical gender manifests itself when words related to a noun like determiners, pronouns or adjectives change their form (inflect) according to the gender of noun they refer to (agreement). The parts of speech affected by gender agreement, the circumstances in which it occurs, and the way words are marked for gender vary between languages. Gender inflection may interact with other grammatical categories like number or case. In some languages the declension pattern followed by the noun itself will be different for different genders. The gender of a noun may affect the modifications that the noun itself undergoes, particularly the way in which the noun inflects for number and case. For example, a language like Latin, German or Russian has a number of different declension patterns, and which pattern a particular noun follows may be highly correlated with its gender. For some instances of this, see Latin declension. A concrete example is provided by the German word , which has two possible genders: when it is masculine (meaning "lake") its genitive singular form is , but when it is feminine (meaning "sea"), the genitive is , because feminine nouns do not take the genitive -s. Gender is sometimes reflected in other ways. In Welsh, gender marking is mostly lost on nouns; however, Welsh has initial mutation, where the first consonant of a word changes into another in certain conditions. Gender is one of the factors that can cause one form of mutation (soft mutation). For instance, the word "girl" changes into ferch after the definite article. This only occurs with feminine singular nouns: "son" remains unchanged. Adjectives are affected by gender in a similar way. Additionally, in many languages, gender is often closely correlated with the basic unmodified form (lemma) of the noun, and sometimes a noun can be modified to produce (for example) masculine and feminine words of similar meaning. See , below. Grammatical gender as agreement or concord Agreement, or concord, is a grammatical process in which certain words change their form so that values of certain grammatical categories match those of related words. Gender is one of the categories which frequently require agreement. In this case, nouns may be considered the "triggers" of the process, because they have an inherent gender, whereas related words that change their form to match the gender of the noun can be considered the "target" of these changes. These related words can be, depending on the language: determiners, pronouns, numerals, quantifiers, possessives, adjectives, past and passive participles, verbs, adverbs, complementizers, and adpositions. Gender class may be marked on the noun itself, but can also be marked on other constituents in a noun phrase or sentence. If the noun is explicitly marked, both trigger and target may feature similar alternations. As an example, we consider Spanish, a language with two gender categories: "natural" vs "grammatical". "Natural" gender can be masculine or feminine, while "grammatical" gender can be masculine, feminine, or neuter. This third, or "neuter" gender is reserved for abstract concepts derived from adjectives: such as , ("that which is good/bad"). Natural gender refers to the biological sex of most animals and people, while grammatical gender refers to certain phonetic characteristics (the sounds at the end, or beginning) of a noun. Among other lexical items, the definite article changes its form according to this categorization. In the singular, the article is: (masculine), and (feminine). Thus, in "natural gender", nouns referring to sexed beings who are male beings carry the masculine article, and female beings the feminine article (agreement). In "grammatical" gender, most words that end in , and are marked with "feminine" articles, while all others use the "generic" or "masculine" articles. Gender inflection and number inflection In some languages the gender is distinguished only in singular number but not in plural. In terms of linguistic markedness, these languages neutralize the gender opposition in the plural, itself a marked category. So adjectives and pronouns have three forms in singular ( Bulgarian , , or German , , ) but only one in plural (Bulgarian , German ) [all examples mean "red"]. As a consequence pluralia tantum nouns (lacking a singular form) cannot be assigned a gender. Example with Bulgarian: (, "pincers"), (, "pants"), (, "spectacles"), (, "gills"). Other languages, Serbo-Croatian, allow doubly marked forms both for number and gender. In these languages, each noun has a definite gender no matter the number. For example, "children" is feminine singularia tantum and "door" is neuter pluralia tantum. Grammatical gender can be realized on pronouns Pronouns may agree in gender with the noun or noun phrase to which they refer (their antecedent). Sometimes, however, there is no antecedent—the referent of the pronoun is deduced indirectly from the context: this is found with personal pronouns, as well as with indefinite and dummy pronouns Personal pronouns With personal pronouns, the gender of the pronoun is likely to agree with the natural gender of the referent. Indeed, in most European languages, personal pronouns are gendered; for example English (the personal pronouns he, she and it are used depending on whether the referent is male, female, or inanimate or non-human; this is in spite of the fact that English does not generally have grammatical gender). A parallel example is provided by the object suffixes of verbs in Arabic, which correspond to object pronouns, and which also inflect for gender in the second person (though not in the first): "I love you", said to a male: () "I love you", said to a female: () Not all languages have gendered pronouns. In languages that never had grammatical gender, there is normally just one word for "he" and "she", like in Indonesian, in Hungarian and in Turkish. These languages might only have different pronouns and inflections in the third person to differentiate between people and inanimate objects, but even this distinction is often absent. (In written Finnish, for example, is used for "he" and "she" and for "it", but in the colloquial language is usually used for "he" and "she" as well.) For more on these different types of pronoun, see Third-person pronoun. Issues may arise in languages with gender-specific pronouns in cases when the gender of the referent is unknown or not specified; this is discussed under Gender-neutral language, and in relation to English at Singular they. In some cases the gender of a pronoun is not marked in the form of the pronoun itself, but is marked on other words by way of agreement. Thus the French word for "I" is , regardless of who is speaking; but this word becomes feminine or masculine depending on the sex of the speaker, as may be reflected through adjective agreement: ("I am strong", spoken by a female); (the same spoken by a male). In null-subject languages (and in some elliptical expressions in other languages), such agreement may take place even though the pronoun does not in fact appear. For example, in Portuguese: "[I am] very grateful", said by a male: the same, said by a female: The two sentences above mean literally "much obliged"; the adjective agrees with the natural gender of the speaker, that is, with the gender of the first person pronoun which does not appear explicitly here. Indefinite and dummy pronouns A dummy pronoun is a type of pronoun used when a particular verb argument (such as the subject) is nonexistent, but when a reference to the argument is nevertheless syntactically required. They occur mostly in non-pro-drop languages, such as English (because in pro-drop languages the position of the argument can be left empty). Examples in English are the uses of it in "It's raining" and "It's nice to relax." When a language has gendered pronouns, the use of a particular word as a dummy pronoun may involve the selection of a particular gender, even though there is no noun to agree with. In languages with a neuter gender, a neuter pronoun is usually used, as in German ("it rains, it's raining"), where is the neuter third person singular pronoun. (English behaves similarly, because the word it comes from the Old English neuter gender.) In languages with only masculine and feminine genders, the dummy pronoun may be the masculine third person singular, as in the French for "it's raining": (where means "he", or "it" when referring to masculine nouns); although some languages use the feminine, as in the equivalent Welsh sentence: (where the dummy pronoun is , which means "she", or "it" when referring to feminine nouns). A similar, apparently arbitrary gender assignment may need to be made in the case of indefinite pronouns, where the referent is generally unknown. In this case the question is usually not which pronoun to use, but which gender to assign a given pronoun to (for such purposes as adjective agreement). For example, the French pronouns ("someone"), ("no-one") and ("something") are all treated as masculine—this is in spite of the fact that the last two correspond to feminine nouns ( meaning "person", and meaning "thing"). For other situations in which such a "default" gender assignment may be required, see below. Grammatical vs. natural gender The natural gender of a noun, pronoun or noun phrase is a gender to which it would be expected to belong based on relevant attributes of its referent. Although grammatical gender can coincide with natural gender, it need not. Grammatical gender can match natural gender This usually means masculine or feminine, depending on the referent's sex. For example, in Spanish, ("woman") is feminine whereas ("man") is masculine; these attributions occur solely due to the semantically inherent gender character of each noun. Grammatical gender need not match natural gender The grammatical gender of a noun does not always coincide with its natural gender. An example of this is the German word ("girl"); this is derived from ("maiden"), umlauted to with the diminutive suffix , and this suffix always makes the noun grammatically neuter. Hence the grammatical gender of is neuter, although its natural gender is feminine (because it refers to a female person). Other examples include: Old English (neuter) and (masculine), meaning "woman" German (neuter), meaning "woman" (the word is now pejorative and generally replaced with , originally 'lady', feminine of obsolete , meaning 'lord') Irish (masculine) meaning "girl", and (feminine) meaning "stallion" Scottish Gaelic (masculine), meaning "woman" Slovenian (neuter), meaning "girl" Portuguese (masculine), meaning "voluptuous woman" Normally, such exceptions are a small minority. When a noun with conflicting natural and grammatical gender is the antecedent of a pronoun, it may not be clear which gender of pronoun to choose. There is a certain tendency to keep the grammatical gender when a close back-reference is made, but to switch to natural gender when the reference is further away. For example, in German, the sentences "The girl has come home from school. She is now doing her homework" can be translated in two ways: Though the second sentence may appear grammatically incorrect (constructio ad sensum), it is common in speech. With one or more intervening sentences, the second form becomes even more likely. However, a switch to the natural gender is never possible with articles and attributive pronouns or adjectives. Thus it can never be correct to say ("a girl" – with female indefinite article) or ("this little girl" – with female demonstrative pronoun and adjective). This phenomenon is quite popular in Slavic languages: for example Polish (deprecative "creature") is feminine but can be used to refer both man (masculine gender), woman (feminine gender), child (neuter gender) or even animate nouns (e.g. a dog being masculine). Similarly with other deprecatory nouns as , , , , ("wuss, klutz"); ("mute") can be used deprecatively as described previously, and then can be used for verbs marked for the male and female genders. Gender contrasts on human versus sentient referents In the case of languages which have masculine and feminine genders, the relation between biological sex and grammatical gender tends to be less exact in the case of animals than in the case of people. In Spanish, for instance, a cheetah is always (masculine) and a zebra is always (feminine), regardless of their biological sex. In Russian a rat and a butterfly are always () and () (feminine). To specify the sex of an animal, an adjective may be added, as in ("a female cheetah"), or ("a male zebra"). Different names for the male and the female of a species are more frequent for common pets or farm animals, English cow and bull, Spanish "cow" and "bull", Russian () "ram" and () "ewe". As regards the pronouns used to refer to animals, these generally agree in gender with the nouns denoting those animals, rather than the animals' sex (natural gender). In a language like English, which does not assign grammatical gender to nouns, the pronoun used for referring to objects (it) is often used for animals also. However, if the sex of the animal is known, and particularly in the case of companion animals, the gendered pronouns (he and she) may be used as they would be for a human. In Polish, a few general words such as ("animal") or ("animal, one head of cattle") are neuter, but most species names are masculine or feminine. When the sex of an animal is known, it will normally be referred to using gendered pronouns consistent with its sex; otherwise the pronouns will correspond to the gender of the noun denoting its species. Syntactic structure of grammatical gender There are multiple theoretical approaches to the position and structure of gender in syntactic structures. Categorization of nouns into genders There are three main ways by which natural languages categorize nouns into genders: according to their form (morphological) according to logical or symbolic similarities in their meaning (semantic) according to arbitrary convention (lexical, possibly rooted in the language's history). In most languages that have grammatical gender, a combination of these three types of criteria is found, although one type may be more prevalent. Form-based morphological criteria In many languages, nouns are assigned to gender largely without any semantic basis—that is, not based on any feature (such as animacy or sex) of the person or thing that a noun represents. In such languages there may be a correlation, to a greater or lesser degree, between gender and the form of a noun (such as the vowel or consonant or syllable with which it ends). For example, in Portuguese and Spanish, nouns that end in or a consonant are mostly masculine, whereas those that end in are mostly feminine, regardless of their meaning. (Nouns that end in some other vowel are assigned a gender either according to etymology, by analogy, or by some other convention.) These rules may override semantics in some cases: for example, the noun / ("member") is always masculine, even when it refers to a girl or a woman, and / ("person") is always feminine, even when it refers to a boy or a man, a kind of form-meaning mismatch. (In other cases, though, meaning takes precedence: the noun "communist" is masculine when it refers or could refer to a man, even though it ends with .) In fact, nouns in Spanish and Portuguese (as in the other Romance languages such as Italian and French) generally follow the gender of the Latin words from which they are derived. When nouns deviate from the rules for gender, there is usually an etymological explanation: ("problem") is masculine in Spanish because it was derived from a Greek noun of the neuter gender, whereas ("photo") and ("broadcast signal") are feminine because they are clippings of and respectively, both grammatically feminine nouns. (Most Spanish nouns in are feminine; they derive from Latin feminines in , accusative .) But the opposite is correct with Northern Kurdish language or Kurmanci. For example, the words (member) and (friend) can be masculine or feminine according to the person they refer to. (His daughter is my friend) (His son is my friend) Suffixes often carry a specific gender. For example, in German, diminutives with the suffixes and (meaning "little, young") are always neuter, even if they refer to people, as with ("girl") and ("young woman") (see below). Similarly, the suffix , which makes countable nouns from uncountable nouns ( "dough" → "piece of dough"), or personal nouns from abstract nouns ( "teaching", "punishment" → "apprentice", "convict") or adjectives ( "cowardly" → "coward"), always produces masculine nouns. And the German suffixes and (comparable with -hood and -ness in English) produce feminine nouns. In Irish, nouns ending in / and are always masculine, whereas those ending or are always feminine. In Arabic, nouns whose singular form ends in a tāʾ marbūṭah (traditionally a , becoming in pausa) are of feminine gender, the only significant exceptions being the word ("caliph") and certain masculine personal names ( ʾUsāmah). However, many masculine nouns have a "broken" plural form ending in a tāʾ marbūṭa; for example ("male professor") has the plural , which might be confused for a feminine singular noun. Gender may also be predictable from the type of derivation: for instance, the verbal nouns of Stem II (e.g. , from ) are always masculine. In French, nouns ending in tend to be feminine, whereas others tend to be masculine, but there are many exceptions to this ( , , , , are masculine as , , , , are feminine), note the many masculine nouns ending in preceded by double consonants. Certain suffixes are quite reliable indicators, such as , which when added to a verb ( "to park" → ; nettoyer "to clean" → "cleaning") indicates a masculine noun; however, when is part of the root of the word, it can be feminine, as in ("beach") or . On the other hand, nouns ending in , and are almost all feminine, with a few exceptions, such as , . Nouns can sometimes vary their form to enable the derivation of differently gendered cognate nouns; for example, to produce nouns with a similar meaning but referring to someone of a different sex. Thus, in Spanish, means "boy", and means "girl". This paradigm can be exploited for making new words: from the masculine nouns "lawyer", "member of parliament" and "doctor", it was straightforward to make the feminine equivalents , , and . In the same way, personal names are frequently constructed with affixes that identify the sex of the bearer. Common feminine suffixes used in English names are -a, of Latin or Romance origin ( Robert and Roberta); and -e, of French origin (cf. Justin and Justine). Although gender inflection may be used to construct nouns and names for people of different sexes in languages that have grammatical gender, this alone does not constitute grammatical gender. Distinct words and names for men and women are also common in languages which do not have a grammatical gender system for nouns in general. English, for example, has feminine suffixes such as -ess (as in waitress), and also distinguishes male and female personal names, as in the above examples. Differentiation of personal names Given names are proper nouns and they follow the same gender grammatical rules as common nouns. In most Indo-European languages female grammatical gender is created using an "a" or an "e" ending. Classical Latin typically made a grammatical feminine gender with ( "forest", ) and this was reflected in feminine names originating in that period, like Emilia. Romance languages preserved this characteristic. For example, Spanish has approximately 89% feminine nouns with ending and 98% given names with the same ending. In the Germanic languages the female names have been Latinized by adding -e and -a: Brunhild, Kriemhild and Hroswith became Brunhilde, Kriemhilde and Hroswitha. Slavic feminine given names: Olga (Russian), Małgorzata (Polish), Tetiana (Ukrainian), Oksana (Belarusian), Eliška (Czech), Bronislava (Slovak), Milica (Serbian), Darina (Bulgarian), Lucja (Croatian), Lamija (Bosnian) and Zala (Slovenian). Differentiation of nouns with human referents In some languages, nouns with human references have two forms, a male and a female one. This includes not only proper names, but also names for occupations and nationalities. Examples include: English proper names: male: Andrew female: Andrea neuter: Chris for both male and female English occupation names male: waiter female: waitress neuter: doctor for both male and female Greek proper names () and () Greek occupation names () "actor" for both male and female in Greek and () "doctor" for both, but with informal female variants () and () Greek nationality names have five possibilities for 'English'. male: () female: () masculine: () feminine: () neuter: () To complicate matters, Greek often offers additional informal versions of these. The corresponding for English are the following: (), (), (), (), (). The formal forms come from the name () "England", while the less formal are derived from Italian . Meaning-based semantic criteria In some languages, gender is determined by strictly semantic criteria, but in other languages, semantic criteria only partially determine gender. Strict semantic criteria In some languages, the gender of a noun is directly determined by its physical attributes (sex, animacy, etc.), and there are few or no exceptions to this rule. There are relatively few such languages. The Dravidian languages use this system as described below. Another example is the Dizi language, which has two asymmetrical genders. The feminine includes all living beings of female sex (e.g. woman, girl, cow...), and diminutives; the masculine encompasses all other nouns (e.g. man, boy, pot, broom...). In this language, feminine nouns are always marked with -e or -in. Another African language, Defaka, has three genders: one for all male humans, one for all female humans, and a third for all the remaining nouns. Gender is only marked in personal pronouns. Standard English pronouns (see below) are very similar in this respect, although the English gendered pronouns (he, she) are used for domestic animals if the sex of the animal is known, and sometimes for certain objects such as ships, e.g. "What happened to the Titanic? She (or it) sank." Mostly semantic criteria In some languages, the gender of nouns can mostly be determined by physical (semantic) attributes, although there remain some nouns whose gender is not assigned in this way (Corbett calls this "semantic residue"). The world view (e.g. mythology) of the speakers may influence the division of categories. Zande has four genders: male human, female human, animal, and inanimate. However, there are about 80 nouns representing inanimate entities which are nonetheless animate in gender: heavenly objects (moon, rainbow), metal objects (hammer, ring), edible plants (sweet potato, pea), and non-metallic objects (whistle, ball). Many have a round shape or can be explained by the role they play in mythology. Ket has three genders (masculine, feminine, and neuter), and most gender assignment is based on semantics, but there are many inanimate nouns outside the neuter class. Masculine nouns include male animates, most fish, trees, the moon, large wooden objects, most living beings and some religious items. Feminine nouns include female animates, three types of fish, some plants, the sun and other heavenly objects, some body parts and skin diseases, the soul, and some religious items. Words for part of a whole, as well as most other nouns that do not fall into any of the aforementioned classes, are neuter. The gender assignment of non-sex-differentiable things is complex. In general, those of no importance to the Kets are feminine, whereas objects of importance (e.g. fish, wood) are masculine. Mythology is again a significant factor. Alamblak has two genders, masculine and feminine. However, the masculine also includes things which are tall or long and slender, or narrow (e.g. fish, snakes, arrows and slender trees), whereas the feminine gender has things which are short, squat or wide (e.g. turtles, houses, shields and squat trees). In French, the distinction between the gender of a noun and the gender of the object it refers to is clear when nouns of different genders can be used for the same object, for example vélo (m.) = bicyclette (f.). Contextual determination of gender There are certain situations where the assignment of gender to a noun, pronoun or noun phrase may not be straightforward. This includes in particular: groups of mixed gender; references to people or things of unknown or unspecified gender. In languages with masculine and feminine gender, the masculine is usually employed by default to refer to persons of unknown gender, and to groups of people of mixed gender. Thus, in French the feminine plural pronoun elles always designates an all-female group of people (or stands for a group of nouns all of feminine gender), but the masculine equivalent ils may refer to a group of males or masculine nouns, to a mixed group, or to a group of people of unknown genders. In such cases, one says that the feminine gender is semantically marked, whereas the masculine gender is unmarked. In English, the problem of gender determination does not arise in the plural, because gender in that language is reflected only in pronouns, and the plural pronoun they does not have gendered forms. In the singular, however, the issue frequently arises when a person of unspecified or unknown gender is being referred to. In this case it has been traditional to use the masculine (he), but other solutions are now often preferred—see Gender-neutral language and Singular they. In languages with a neuter gender, such as Slavic and Germanic languages, the neuter is often used for indeterminate gender reference, particularly when the things referred to are not people. In some cases this may even apply when referring to people, particularly children. For example, in English, one may use it to refer to a child, particularly when speaking generically rather than about a particular child of known sex. In Icelandic (which preserves a masculine–feminine–neuter distinction in both singular and plural), the neuter plural can be used for groups of people of mixed gender, when specific people are meant. For example: þau (n.pl) höfðu hist í skóginum þegar kerlingin (f.sg) var ung stúlka og keisarinn (m.sg) óbreyttur prins. 'They (n.pl) had met in the forest when the old woman (f.sg) was a young girl and the emperor (m.sg) was only a prince.' However, when referring to previously unmentioned groups of people or when referring to people in a generic way, especially when using an indefinite pronoun like 'some' or 'all', the masculine plural is used. For example: Sumir (m.pl) hafa þann sið að tala við sjálfa (m.pl) sig. 'Some people have the habit of talking to themselves.' An example contrasting the two ways to refer to groups is the following, taken from advertisements of Christian congregations announcing their meetings: Allir (m.pl) velkomnir (m.pl) 'All welcome' is understood to be more general whereas Öll (n.pl) velkomin (n.pl) is more specific and emphasises the individuality of the group members. That the masculine is seen in Icelandic as the most generic or 'unmarked' of the three genders can also be seen in the fact that the nouns for most professions are masculine. Even feminine job descriptions historically filled by women, like hjúkrunarkona 'nurse' and fóstra 'nursery school teacher' (both f.sg), have been replaced with masculine ones as men have started becoming more represented in these professions: hjúkrunarfræðingur 'nurse' and leikskólakennari 'nursery school teacher' (both m.sg). In Swedish (which has an overall common–neuter gender system), masculinity may be argued to be a marked feature, because in the weak adjectival declension there is a distinct ending (-e) for naturally masculine nouns (as in min lillebror, "my little brother"). In spite of this, the third-person singular masculine pronoun han would normally be the default for a person of unknown gender, although in practice the indefinite pronoun man and the reflexive sig or its possessive forms sin/sitt/sina usually make this unnecessary. In Polish, where a gender-like distinction is made in the plural between "masculine personal" and all other cases (see below), a group is treated as masculine personal if it contains at least one male person. In languages which preserve a three-way gender division in the plural, the rules for determining the gender (and sometimes number) of a coordinated noun phrase ("... and ...") may be quite complex. Czech is an example of such a language, with a division (in the plural) between masculine animate, masculine inanimate, feminine, and neuter. The rules for gender and number of coordinated phrases in that language are summarized at . Arbitrary conventional criteria In some languages, any gender markers have been so eroded over time (possibly through deflexion) that they are no longer recognizable. Many German nouns, for example, do not indicate their gender through either meaning or form. In such cases a noun's gender must simply be memorized, and gender can be regarded as an integral part of each noun when considered as an entry in the speaker's lexicon. (This is reflected in dictionaries, which typically indicate the gender of noun headwords where applicable.) Second-language learners are often encouraged to memorize a modifier, usually a definite article, in conjunction with each noun—for example, a learner of French may learn the word for "chair" as la chaise (meaning "the chair"); this carries the information that the noun is chaise, and that it is feminine (because la is the feminine singular form of the definite article). Gender shifts It is possible for a noun to have more than one gender. Such gender shifts are sometimes correlated with meaning shifts, and sometimes yield doublets with no difference in meaning. Moreover, gender shifts sometimes crosscuts number contrasts, such that the singular form of a noun has one gender, and plural form of the noun has a different gender. Some gender shifts are meaningful Gender shift may be associated with a difference in the sex of the referent, as with nouns such as in Spanish, which may be either masculine or feminine, depending on whether it refers to a male or a female. It may also correspond to some other difference in the meaning of the word. For example, the German word meaning "lake" is masculine, whereas the identical word meaning "sea" is feminine. The meanings of the Norwegian noun have diverged further: masculine is "a thing", whereas neuter is "an assembly". (The parliament is the , "the Great "; the other s like are the regional courts. If someone may find it odd to simply call a Parliament "the thing", compare with the more notorious , the "public thing" of the Romans). It is a matter of analysis how to draw the line between a single polysemous word with multiple genders and a set of homonyms with one gender each. For example, Bulgarian has a pair of homonyms () which are etymologically unrelated. One is masculine and means "finger"; the other is feminine and means "soil". Some gender shifts are meaningless In other cases, a word may be usable in multiple genders indifferently. For example, in Bulgarian the word , (, "wilderness") may be either masculine (definite form , ) or feminine (definite form , ) without any change in meaning and no preference in usage. In Norwegian, many nouns can be either feminine or masculine according to the dialect, level of formality or whim of the speaker/writer. Even the two written forms of the language have many nouns whose gender is optional. Choosing the masculine gender will often seem more formal than using the feminine. This might be because before the creation of Norwegian Nynorsk and Norwegian Bokmål in the late 19th century, Norwegians wrote in Danish, which has lost the feminine gender, thus usage of the masculine gender (corresponding exactly to Danish common gender in conjugation in Norwegian Bokmål) is more formal sounding to modern Norwegians. The word for "sun" can be another example. One might decline it masculine: , or feminine: , in Norwegian Bokmål. The same goes for a lot of common words like (book), (doll), (bucket) and so forth. Many of the words where it is possible to choose gender are inanimate objects that one might suspect would be conjugated with the neuter gender. Nouns conjugated with the neuter gender cannot normally be conjugated as feminine or masculine in Norwegian. There is also a slight tendency towards using the masculine indefinite article even when choosing the feminine conjugation of a noun in many eastern Norwegian dialects. For instance, word for "girl" is declined: . Some gender shifts are associated with number contrasts Sometimes a noun's gender can change between plural and singular, as with the French words ("love"), ("delight") and ("organ" as musical instrument), all of which are masculine in the singular but feminine in the plural. These anomalies may have a historical explanation ( used to be feminine in the singular too) or result from slightly different notions ( in the singular is usually a barrel organ, whereas the plural usually refers to the collection of columns in a church organ). Further examples are the Italian words ("egg") and ("arm"). These are masculine in the singular, but form the irregular plurals and , which have the endings of the feminine singular, but have feminine plural agreement. (This is related to the forms of the second declension Latin neuter nouns from which they derive: and , with nominative plurals and .) In other cases, the anomaly can be explained by the form of the noun, as is the case in Scottish Gaelic. Masculine nouns which form their plural by palatalization of their final consonant can change gender in their plural form, as a palatalized final consonant is often a marker of a feminine noun, e.g. ("small boy"), but ("small boys"), with the adjective showing agreement for both feminine gender (lenition of initial consonant) and plural number (suffixed ). Gender across languages Related languages need not assign the same gender to a noun: this shows that gender can vary across related languages. Conversely, unrelated languages that are in contact can impact how a borrowed noun is assigned gender, with either the borrowing or the donor language determining the gender of the borrowed word. Gender can vary across related languages Nouns which have the same meanings in different languages need not have the same gender. This is particularly so in the case of things with no natural gender, such as sexless objects. For example, there is, by all appearances, nothing about a table that should cause it to be associated with any particular gender, and different languages' words for "table" are found to have various genders: feminine, as with the French table; masculine, as with German Tisch; or neuter, as with Norwegian bord. (Even within a given language, nouns that denote the same concept may differ in gender—for example, of two German words for "car", Wagen is masculine whereas Auto is neuter.) Cognate nouns in closely related languages are likely to have the same gender, because they tend to inherit the gender of the original word in the parent language. For instance, in the Romance languages, the words for "sun" are masculine, being derived from the Latin masculine noun sol, whereas the words for "moon" are feminine, being derived from the Latin feminine luna. (This contrasts with the genders found in German, where Sonne "sun" is feminine, and Mond "moon" is masculine, as well as in other Germanic languages.) However, there are exceptions to this principle. For instance, latte ("milk") is masculine in Italian (as is French lait and Portuguese leite), whereas Spanish leche is feminine and Romanian lapte is neuter. Likewise, the word for "boat" is neuter in German (das Boot), but common gender in Swedish (en båt). Some more examples of the above phenomena are given below. (These come mostly from the Slavic languages, where gender largely correlates with the noun ending.) The Russian word луна ("moon") is feminine, whereas месяц ("crescent moon", also meaning "month") is masculine. In Polish, another Slavic language, the word for moon is księżyc, which is masculine. Russian also has two words for "potato": картофель which is masculine, and картошка which is feminine. In Polish the loanword tramwaj ("tram") is masculine, whereas the cognate loanword in Czech, tramvaj, is feminine. In Romanian, tramvai is neuter. The Polish word tysiąc ("thousand") is masculine, whereas the cognate in Russian, тысяча, is feminine, while the Icelandic cognate þúsund is neuter. The Spanish word origen ("origin") is masculine, but its close relatives origem (from Portuguese) and orixe (from Galician and Asturian) are feminine. The French word équipe ("team") is feminine, while the Spanish word equipo is masculine. The Spanish form contrasts with Brazilian Portuguese equipe and European Portuguese equipa, both of which are feminine. The Italian word scimmia ("ape") is feminine, whereas the Spanish word simio is masculine. The French word mer is feminine, whereas the Spanish cognate mar is generally masculine, except in some poetic contexts and among sea workers. Both mean "sea", and descended from the Latin mare which was neuter. How languages assign gender to borrowed words Borrowed words are assigned gender in one of two ways: via criteria determined by the borrowing language; via criteria determined by the donor language. Borrowing language can determine gender Ibrahim identifies several processes by which a language assigns a gender to a newly borrowed word; these processes follow patterns by which even children, through their subconscious recognition of patterns, can often correctly predict a noun's gender. If the noun is animate, natural gender tends to dictate grammatical gender. The borrowed word tends to take the gender of the native word it replaces. According to Ghil'ad Zuckermann, morphemic adaptations of English words into American Italian or British Italian are abundant with such cases. For example, the feminine gender of the British Italian word bagga "bag" was induced by the feminine gender of the Italian word borsa "bag". If the borrowed word happens to have a suffix that the borrowing language uses as a gender marker, the suffix tends to dictate gender. If the borrowed word rhymes with one or more native words, the latter tend to dictate gender. The default assignment is the borrowing language's unmarked gender. Rarely, the word retains the gender it had in the donor language. This tends to happen more frequently in more formal language such as scientific terms, where some knowledge of the donor language can be expected. Sometimes the gender of a word switches with time. For example, the Russian modern loanword виски (viski) "whisky" was originally feminine, then masculine, and today it has become neuter. Donor language can determine gender Ghil'ad Zuckermann argues that the cross-lingual retention of grammatical gender can change not only the lexis of the target language but also its morphology. For example, gender can indirectly influence the productivity of noun-patterns in what he calls the "Israeli" language: the Israeli neologism מברשת mivréshet "brush" is fitted into the feminine noun-pattern mi⌂⌂é⌂et (each ⌂ represents a slot where a radical is inserted) because of the feminine gender of the matched words for "brush" such as Arabic mábrasha, Yiddish barsht, Russian shchëtka, Polish kiść’ (painting brush) and szczotka, German Bürste and French brosse, all feminine. Similarly, argues Zuckermann, the Israeli neologism for "library", ספריה sifriá, matches the feminine gender of the parallel pre-existent European words: Yiddish biblioték, Russian bibliotéka, Polish biblioteka, German Bibliothek and French bibliothèque, as well as of the pre-existent Arabic word for "library": مكتبة máktaba, also feminine. The result of this neologism might have been, more generally, the strengthening of Israeli יה- -iá as a productive feminine locative suffix (combined with the influence of Polish ja and Russian ия -iya). Distribution of gender in the world's languages Grammatical gender is a common phenomenon in the world's languages. A typological survey of 174 languages revealed that over one fourth of them had grammatical gender. Gender systems rarely overlap with numerical classifier systems. Gender and noun class systems are usually found in fusional or agglutinating languages, whereas classifiers are more typical of isolating languages. Thus, according to Johanna Nichols, these characteristics correlate positively with the presence of grammatical gender in the world's languages: location in an area with languages featuring noun classes; preference for head-marking morphology; moderate to high morphological complexity; non-accusative alignment. Grammatical gender is found in many Indo-European languages (including Spanish, French, Russian, and German—but not English, Bengali, Armenian or Persian, for example), Afroasiatic languages (which includes the Semitic and Berber languages, etc.), and in other language families such as Dravidian and Northeast Caucasian, as well as several Australian Aboriginal languages such as Dyirbal, and Kalaw Lagaw Ya. Most Niger–Congo languages also have extensive systems of noun classes, which can be grouped into several grammatical genders. Conversely, grammatical gender is usually absent from the Koreanic, Japonic, Tungusic, Turkic, Mongolic, Austronesian, Sino-Tibetan, Uralic and most Native American language families. Modern English makes use of gender in pronouns, which are generally marked for natural gender, but lacks a system of gender concord within the noun phrase which is one of the central elements of grammatical gender in most other Indo-European languages. Indo-European Many Indo-European languages, but not English, provide archetypical examples of grammatical gender. Research indicates that the earliest stages of Proto-Indo-European had two genders (animate and inanimate), as did Hittite, the earliest attested Indo-European language. The classification of nouns based on animacy and inanimacy and the lack of gender are today characteristic of Armenian. According to the theory, the animate gender, which (unlike the inanimate) had independent vocative and accusative forms, later split into masculine and feminine, thus originating the three-way classification into masculine, feminine and neuter. Many Indo-European languages retained the three genders, including most Slavic languages, Latin, Sanskrit, Ancient and Modern Greek, German, Romanian and Asturian (two Romance language exceptions). In them, there is a high but not absolute correlation between grammatical gender and declensional class. Many linguists believe that to be true of the middle and late stages of Proto-Indo-European. However, many languages reduced the number of genders to two. Some lost the neuter, leaving masculine and feminine like most Romance languages (see . A few traces of the neuter remain, such as the distinct Spanish pronoun ello and Italian nouns with so-called "mobile gender"), as well as Hindustani and the Celtic languages. Others merged feminine and masculine into a common gender but retained the neuter, as in Swedish and Danish (and, to some extent, Dutch; see Gender in Danish and Swedish and Gender in Dutch grammar). Finally, some languages, such as English and Afrikaans, have nearly completely lost grammatical gender (retaining only some traces, such as the English pronouns he, she, they, and it—Afrikaans , , , and ); Armenian, Bengali, Persian, Sorani, Ossetic, Odia, Khowar, and Kalasha have lost it entirely. On the other hand, some Slavic languages can be argued to have added new genders to the classical three (see below). Germanic: English Although grammatical gender was a fully productive inflectional category in Old English, Modern English has a much less pervasive gender system, primarily based on natural gender and reflected essentially in pronouns only. There are a few traces of gender marking in Modern English: Some words take different derived forms depending on the natural gender of the referent, such as waiter/waitress and widow/widower. The third-person singular personal pronouns (and their possessive forms) are gender specific: he/him/his (masculine gender, used for men, boys, and male animals), she/her(s) (feminine gender, for women, girls, and female animals), the singular they/them/their(s) (common gender, used for people or animals of unknown, irrelevant, or non-binary gender), and it/its (neuter gender, mainly for objects, abstractions and animals). (There are also distinct personal and non-personal forms but no differentiation by natural gender in the case of certain interrogative and relative pronouns: who/whom for persons, corresponding to he, she, and the singular they; and which corresponding to it.) However, these are relatively insignificant features compared with a typical language with full grammatical gender. English nouns are not generally considered to belong to gender classes in the way that French, German or Russian nouns are. There is no gender agreement in English between nouns and their modifiers (articles, other determiners, or adjectives, with the occasional exception such as blond/blonde, a spelling convention borrowed from French). Gender agreement applies in effect only to pronouns, and the choice of pronoun is determined based on semantics (perceived qualities of the thing being referred to) rather than on any conventional assignment of particular nouns to particular genders. Only a relatively small number of English nouns have distinct male and female forms; many of them are loanwords from non-Germanic languages (the suffixes -rix and -ress in words such as aviatrix and waitress, for instance, derive, directly or indirectly, from Latin). English has no live productive gender markers. An example of such a marker might be the suffix -ette (of French provenance), but this is seldom used today, surviving mostly in either historical contexts or with disparaging or humorous intent. The gender of an English pronoun typically coincides with the natural gender of its referent, rather than with the grammatical gender of its antecedent. The choice between she, he, they, and it comes down to whether the pronoun is intended to designate a woman, a man, or someone or something else. There are certain exceptions, however: With animals, it is usually used, but when the sex of the animal is known, it may be referred to as he or she (particularly when expressing an emotional connection with the animal, as with a pet). See also above. Certain nonhuman things can be referred to with the pronoun she (her, hers), particularly countries and ships, and sometimes other vehicles or machines. See . This usage is considered a metaphorical figure of speech; it is also in decline, and advised against by most journalistic style guides. Problems arise when selecting a personal pronoun to refer to someone of unspecified or unknown gender (see also above). In the past and to some degree still in the present, the masculine has been used as the "default" gender in English. The use of the plural pronoun they with singular reference is common in practice. The neuter it may be used for a baby but not normally for an older child or adult. (Other genderless pronouns exist, such as the impersonal pronoun one, but they are not generally substitutable for a personal pronoun.) For more information see Gender-neutral language and Singular they. Slavic languages The Slavic languages mostly continue the Proto-Indo-European system of three genders, masculine, feminine and neuter. Gender correlates largely with noun endings (masculine nouns typically end in a consonant, feminines in and neuters in or ) but there are many exceptions, particularly in the case of nouns whose stems end in a soft consonant. However, some of the languages, including Russian, Czech, Slovak and Polish, also make certain additional grammatical distinctions between animate and inanimate nouns: Polish in the plural, and Russian in the accusative case, differentiate between human and non-human nouns. In Russian, the different treatment of animate nouns involves their accusative case (and that of adjectives qualifying them) being formed identically to the genitive rather than to the nominative. In the singular that applies to masculine nouns only, but in the plural it applies in all genders. See Russian declension. A similar system applies in Czech, but the situation is somewhat different in the plural: Only masculine nouns are affected, and the distinctive feature is a distinct inflective ending for masculine animate nouns in the nominative plural and for adjectives and verbs agreeing with those nouns. See Czech declension. Polish might be said to distinguish five genders: personal masculine (referring to male humans), animate non-personal masculine, inanimate masculine, feminine, and neuter. The animate–inanimate opposition for the masculine gender applies in the singular, and the personal–impersonal opposition, which classes animals along with inanimate objects, applies in the plural. (A few nouns denoting inanimate things are treated grammatically as animate and vice versa.) The manifestations of the differences are as follows: In the singular, masculine animates (in the standard declension) have an accusative form identical to the genitive, and masculine inanimates have accusative identical to the nominative. The same applies to adjectives qualifying these nouns, the same as in Russian and Czech. Also, Polish masculine animates always form their genitive in , whereas in the case of inanimates some use and some : animate: ("good customer"; nominative); (accusative and genitive) animate: ("good dog"; nominative); (accusative and genitive) inanimate: ("good cheese"; nominative and accusative); (genitive only) In the plural, masculine personal nouns (but not other animate nouns) take accusatives that are identical to the genitives; they also typically take different endings in the nominative (e.g. rather than ). Such endings also appear on adjectives and past tense verbs. The two features are analogous to features of Russian and Czech respectively, except that those languages make an animate/inanimate distinction rather than personal/impersonal) . Examples of the Polish system: personal: ("good customers"; nominative); (accusative and genitive) impersonal: ("good dogs"; nominative and accusative); (genitive only) impersonal: ("good cheeses"; nominative and accusative); (genitive only) A few nouns have both personal and impersonal forms, depending on meaning (for example, may behave as an impersonal noun when it refers to a client in the computing sense). For more information on the above inflection patterns, see Polish morphology. For certain rules concerning the treatment of mixed-gender groups, see above. Dravidian In the Dravidian languages, nouns are classified primarily on the basis of their semantic properties. The highest-level classification of nouns is often described as being between "rational" and "nonrational". Nouns representing humans and deities are considered rational, and other nouns (those representing animals and objects) are treated as nonrational. Within the rational class there are further subdivisions into masculine, feminine and collective nouns. For further information, see Tamil grammar. Austronesian In the Austronesian Wuvulu-Aua language, vocative words used when addressing a relative often specify the speaker's gender. For example, means 'sister of female', means opposite-gender sibling, and means female's father's sister or female's brother's daughter. See also Gender-neutral language Gender neutrality in genderless languages Gender neutrality in languages with grammatical gender Gender-neutral language in English Gender-specific job title Generic antecedents Grammatical conjugation Polarity of gender Notes References Bibliography Craig, Colette G. (1986). Noun classes and categorization: Proceedings of a symposium on categorization and noun classification, Eugene, Oregon, October 1983. Amsterdam: J. Benjamins. Corbett, Greville (1994) "Gender and gender systems". In R. Asher (ed.) The Encyclopedia of Language and Linguistics, Oxford: Pergamon Press, pp. 1347–1353. Greenberg, J. H. (1978) "How does a language acquire gender markers?" In J. H. Greenberg et al. (eds.) Universals of Human Language, Vol. 4, pp. 47–82. Hockett, Charles F. (1958) A Course in Modern Linguistics, Macmillan. Iturrioz, J. L. (1986) "Structure, meaning and function: a functional analysis of gender and other classificatory techniques". Función 1. 1–3. Mercier, Adele (2002) "L'homme et la factrice: sur la logique du genre en français". "Dialogue", Volume 41, Issue 3, 2002 Pinker, Steven (1994) The Language Instinct, William Morrow and Company. Di Garbo F, Olsson B, Wälchli B (eds.). 2019. Grammatical gender and linguistic complexity I: General issues and specific studies. Berlin: Language Science Press. . . Open Access. http://langsci-press.org/catalog/book/223 Di Garbo F, Olsson B, Wälchli B (eds.). 2019. Grammatical gender and linguistic complexity II: World-wide comparative studies. Berlin: Language Science Press. . Open Access. http://langsci-press.org/catalog/book/237 External links An overview of the grammar of Old English at ucalgary.ca doi: Grammatical Features Inventory at Surrey Morphology Group The Exceptions: European Male Names Ending in A at NamepediA Blog Linguistic morphology
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Geneva College is a Christian liberal arts college in Beaver Falls, Pennsylvania. Founded in 1848, in Northwood, Ohio, the college moved to its present location in 1880, where it continues to educate a student body of about 1400 traditional undergraduates in over 30 majors, as well as graduate students in a handful of master's programs. The only undergraduate institution affiliated with the Reformed Presbyterian Church of North America, the college's undergraduate core curriculum emphasizes the humanities and the formation of a Reformed Christian worldview. History Geneva College was founded in 1848 in Northwood, Ohio, by John Black Johnston, a minister of the RPCNA. The college was founded as "Geneva Hall", and was named after the Swiss center of the Reformed faith movement. After briefly closing during the American Civil War, the college continued operating in Northwood until 1880. By that time, the college leadership had begun a search for alternate locations that were closer to urban areas. After considering several locations in the Midwest, the denomination chose the College Hill neighborhood of Beaver Falls, Pennsylvania. The college constructed its current campus on land donated by the Harmony Society. Old Main, the oldest building on campus, was completed in 1881. The Rapp Technical Design Center was completed in 2002. A major project to reroute Pennsylvania Route 18, which runs through the campus, was completed in November 2007. Improvements to Reeves Stadium and the construction of a campus entrance and pedestrian mall were completed in time for the fall semester in 2009. Presidents Administration Two bodies oversee the administration of the college, the Board of Corporators and the Board of Trustees; while the Corporators are the official legal owners of the college, in practice most authority is delegated to the Trustees, who are elected by the Corporators. Both Boards drafted the philosophical basis on which the college rests, known as the Foundational Concepts of Higher Education. The RPCNA still takes an active sponsorship and oversight role in the college: the college president, chaplain, and chairman of the Department of Biblical Studies must be members of the RPCNA, and all members of the Board of Corporators and the majority of the Board of Trustees must be RPCNA members. All professors and lecturers in the Department of Biblical Studies must subscribe to the Westminster Confession of Faith, and all full-time faculty and staff members must submit a written statement confessing faith in Jesus Christ and the Christian religion. The university was granted an exception to Title IX in 2014 which allows it to legally discriminate against LGBT students. Academics Geneva offers undergraduate degree programs in the arts and sciences, such as elementary education, business, engineering, student ministry, biology, and psychology. In 2006, the Educational Testing Service (ETS) rated the Business and Accounting undergraduates in the 95th percentile amongst American colleges. Geneva offers a Degree Completion Program (DCP) for degrees in Human Resource Management, Community Ministry or Organizational Development for adult students mainly at off-campus locations. Geneva also established the Center for Urban Theological Studies in Philadelphia and has sister colleges in Taiwan (Christ College) and South Korea (Chong Shin College and Theological Seminary). Geneva also offers graduates studies in several fields. These include a Master of Business Administration, a Masters of Science in Organizational Leadership, Masters of Education in Reading or Special Education, and Masters of Arts in Counseling or Higher Education. Geneva established the Center for Technology Development in 1986 for providing research, prototyping and technical support to local industries and entrepreneurs. The Center was awarded first prize in the Consolidated Natural Gas Company’s Annual Award of Excellence competition in 1990. Affiliations and accreditations Geneva College is a member institution of the Council for Christian Colleges and Universities, Council of Independent Colleges, and National Association of Independent Colleges and Universities. Accreditations include the Commission on Higher Education of the Middle States Association of Colleges and Schools, Accreditation Board for Engineering and Technology, Association of Collegiate Business Schools and Programs, American Chemical Society and the Council for Accreditation of Counseling and Related Educational Programs. Athletics Geneva's sports teams are called the Golden Tornadoes. The college is a dual member of the National Collegiate Athletic Association (NCAA) Division III and National Christian College Athletic Association (NCCAA) Division I. The Golden Tornadoes compete as a member of the Presidents' Athletic Conference. Geneva was a member of the National Association of Intercollegiate Athletics (NAIA) for many years, and competed in the now-defunct American Mideast Conference. Geneva joined the NCAA as a provisional member in 2007 and during the transition process was not eligible for post season play or conference Player of the Week honors until gaining membership in July 2011. The school offers a range of men's and women's varsity sports, including football, baseball, softball, basketball, volleyball, track and field, cross country, tennis, and soccer. Geneva has also offered rugby as a club sport since 1994. Football See List of Geneva Golden Tornadoes head football coaches Football competition began in 1890 under head coach William McCracken. Over the years, the football team has amassed an all-time record of 496 wins, 437 losses, and 48 ties with five appearances in the Victory Bowl. The current football coach is Geno DeMarco. Culture and traditions Students must attend a designated number of weekly college-sponsored chapels to qualify for graduation. Alcohol is banned from the campus, and tobacco use is restricted from the entire campus. Greek letter fraternities and sororities are not permitted. One of the earliest college basketball games in the United States occurred at Geneva College on April 8, 1893, when the Geneva College Covenanters defeated the New Brighton YMCA. Geneva commemorates this event through the athletic slogan of "The Birthplace of College Basketball". Geneva also has one of the oldest basketball courts in collegiate sports in the Johnson Gymnasium. Geneva was founded by Scottish and Scots-Irish immigrants. Many names of campus buildings and areas bear Scottish names: The main meeting area of the Student Center is called Skye Lounge after the Isle of Skye. The restaurant-style eating area is called The Brig, short for Brigadoon, commemorating a play about a mythical Highland village. Geneva sports teams were nicknamed the Covenanters until the 1950s. Members of the RPCNA are sometimes referred to as Covenanters because the denomination traces its roots to the Covenanting tradition of Reformation era Scotland. The modern sports nickname of Golden Tornadoes commemorates the "Golden Tornado" of May 11, 1914, when a major tornado struck the college, most notably taking the gold colored roof from the top of Old Main, which was the origin of the associated color. Although the storm caused significant damage to the campus, there were no serious injuries. College students and faculty rejoiced at what they believed was a sign of God's mercy. Geneva's traditional sports rivalry is with Westminster College in nearby New Wilmington, Pennsylvania. Homosexual behavior is prohibited in the student handbook; students must confess and change their behavior or be suspended. People Notable alumni Norman Clyde, Naturalist and mountaineer Caleb Stegall, Kansas Supreme Court judge William Fitzsimmons, Singer-songwriter Josie Badger, Ms Wheelchair America in 2011 Joshua J Mauro. Singer-songwriter Facilities Offices and classrooms Alexander Hall — Admissions, financial aid, alumni relations, institutional advancement, and public relations offices (first floor) and main dining hall (second floor). Alumni Hall — Primary music building, including music department offices. Fern Cliffe — Faculty offices for political science, humanities, history and English departments. Johnston Gym — Built in 1911, Johnston Gym is primarily used for music and band purposes. Originally, per its name, it was used as the college gymnasium. McCartney Library — College library, built in 1930 and expanded in 1965, and named for Clarence E. Macartney. Its collection includes over 371,000 items including a special section of RPCNA historical documents. Northwood Hall — Classrooms and faculty offices for business and psychology departments, completed in 1998. Old Main — Classrooms, administration offices (including the president's office), and faculty offices. When Geneva moved to Beaver Falls, Old Main was the first classroom structure, completed in 1881. It has been assessed as eligible for listing on the National Register of Historic Places. Rapp Technical Design Center — Technical classrooms and laboratories. Completed in 2002, it is the newest educational building on campus. Science and Engineering (S&E) — Technical classrooms, laboratories, and faculty offices for engineering, chemistry, biology, physics and computer science departments. Sports and student life Bagpiper Theatre — Theater hosting productions sponsored by the Communications Department. Merriman Athletic Complex — Track and field and soccer. Metheny Fieldhouse — Gyms, locker rooms, sports faculty offices, and other sports-related facilities. Jannuzi Tennis Courts — A pair of dedicated tennis courts. Reeves Field — Football. The field is also used by the Beaver Falls High School football team and was Joe Namath's home field during his high school days. Student Center — Lounges, Brigadoon restaurant, Riverview Cafe coffee shop, student mail, fitness center and bookstore. WGEV — college radio station. Residence halls Full-time undergraduate students between ages 17 and 23 are required to live in college housing, with the exception of commuters and some seniors. Six dormitories — Clarke, Geneva Arms, McKee, Memorial, Pearce, and Young — house resident students. Geneva Arms and Young are apartment-style options divided into men's and women's wings. The college also operates six smaller houses, primarily for upperclassmen. Other places on campus The following structures are owned by the college, but currently not being used for any activities or events. Geneva R.P. Church Building - the former meeting place of the Geneva Reformed Presbyterian Church congregation, the buff-colored brick building was sold to Geneva College when that congregation merged with the nearby First Reformed Presbyterian Church in the early 21st century. Though the building is owned by Geneva, it is only being used for some music practice rooms. Legal actions CareerLink On December 15, 2006, the college filed a federal lawsuit against the Commonwealth of Pennsylvania, alleging that a decision by the state to block the college from participating in the state sponsored CareerLink job service amounted to a violation of the college's First Amendment rights. Although the state argued that the college's requirement that faculty and staff members subscribe to the Christian religion amounted to discrimination, the lawsuit was settled. Geneva's right to access to CareerLink was restored and the college retains a statement on its employment applications stating "Compliance with Geneva's Christian views is considered a bona fide occupational qualification ... and will have a direct impact on employment consideration." Obamacare In 2012, the college sued the federal government over the Patient Protection and Affordable Care Act ("Obamacare") contraceptive mandate, which requires employers to provide health insurance coverage for their employees that includes contraception, which Geneva College "considers abortion, abortifacients and embryo-harming pharmaceuticals" and objects to on religious grounds. The college, represented by Alliance Defending Freedom in the litigation, prevailed in its case, obtaining a permanent injunction in 2018. Gallery References External links Official website Educational institutions established in 1848 Universities and colleges in Beaver County, Pennsylvania Council for Christian Colleges and Universities 1848 establishments in Pennsylvania Beaver Falls, Pennsylvania Private universities and colleges in Pennsylvania
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Genosha ( or ) is a fictional country appearing in American comic books published by Marvel Comics. It is an island nation that exists in Marvel's main shared universe, known as "Earth 616" in the Marvel Universe and a prominent place in the X-Men chronology. The fictional nation served as an allegory for slavery and later for South African apartheid before becoming a mutant homeland and subsequently a disaster zone. The island is located off the Southeastern African coast northwest from Seychelles and northeast of Madagascar. Its capital city was Hammer Bay. Publication history Genosha first appeared in The Uncanny X-Men #235 (October 1988), and was created by Chris Claremont and Rick Leonardi. Genosha received an entry in The Official Handbook of the Marvel Universe Update '89 #3. Fictional country history Mutant apartheid The island is located off the east coast of Africa, to the north of Madagascar, and boasted a high standard of living, an excellent economy, and freedom from the political and racial turmoil that characterized neighboring nations. However, Genosha's prosperity was built upon the enslavement of its mutant population. Mutants in Genosha were the property of the state and children who were positively identified with the mutant gene were put through a process developed by David Moreau, commonly known as the Genegineer, stripped of free will and made into "mutates" (a Marvel term for genetically modified individuals, as opposed to those who developed mutant powers naturally). The Genegineer was also capable of modifying certain mutant abilities in order to fulfill specific labor shortages. Citizenship in Genosha is permanent and the government does not recognize any emigration. Citizens who attempt to leave the country are tracked down and forcibly brought back to the island by the special force known as Press Gang. The Press Gang consisted of Hawkshaw, Pipeline, and Punchout, and were aided in their task by Wipeout. Mutant problems are handled by a special group known as the Magistrates. The foundations of Genoshan society has been upset in recent years due to the efforts of outside mutant interests. In the first storyline to feature the nation, some members of the X-Men (Wolverine, Rogue, and their ally Madelyne Pryor) were kidnapped by Genoshan Magistrates, under the order of the Genegineer. Later, in the multi-issue, multi-title X-Tinction Agenda storyline, the X-Men and their allies rescued their teammates, Storm, Meltdown, Rictor and Wolfsbane, from Genoshan brainwashing, toppling the government after discovering their alliance with former X-Factor ally turned mutant hater, Cameron Hodge, and that Havok was one of the Magistrates since having his memory wiped by the Siege Perilous. Havok himself, woken from his conditioning by his brother Cyclops, dealt the killing blow to Cameron Hodge in the process. Conflict and Magneto's reign A new Genoshan regime that promised better treatment of mutants was put in place after Hodge's destruction. A period of general turmoil and a number of attacks by superhumans, including Magneto's Acolytes who were unwilling to forgive the former Genoshan government for its crimes against mutants, followed. A different version of X-Factor, including Wolfsbane, later returned to the island to help restore peace between its government and a rogue group of super-powered beings that had fled the island. The Genoshan government was shown with peaceful intentions, even trying to undo the ill effects visited upon Wolfsbane. Genosha was also shown to have typical suburban tract housing, like many small towns in America, Australia, New Zealand and South Africa. After the "Age of Apocalypse" story arc, it was revealed and retconned that the mutate process formula was given to the Genegineer by Sugar Man, a refugee of the Age of Apocalypse timeline. The United Nations ceded the island nation to the powerful mutant Magneto, after he demanded an entire mutants-only nation. Magneto and his Acolytes managed to reestablish a modicum of peace and stability only briefly until civil war broke out between him and the remaining human population on the island led by the Magistrates. Magneto eventually defeated the Magistrates and restored order to most of the island, with hold-outs briefly remaining at Carrion Cove before being obliterated. The elimination of the Legacy Virus gave Magneto a freshly healthy army, leading him to declare a campaign of global conquest. A small team of X-Men stopped this plan, badly injuring Magneto in the process (the original issue presented him as being killed, but this was retconned in the New X-Men comic book series). Genosha had a population of sixteen million mutants and a stable, advanced society. However, the entire island was reduced to rubble and its mutant population was slain by Cassandra Nova's Wild Sentinels. There were few survivors, many evacuated, and the Brotherhood of Mutants turned one of the Sentinels into a memorial statue. Xavier's leadership Magneto and Xavier have since then joined forces to rebuild the island nation as detailed in the series Excalibur vol. 3 (2004). This goes badly as foreign military forces have thrown up a cordon around the island; no one is allowed to enter, and those trying to leave are fired upon. A few survivors and newly arriving mutants who wish to help with the rebuilding process remain on the island. Members of this volunteer 'army' include Callisto, Freakshow and Wicked. More are found in the surrounding countryside, some join with Xavier. There is a conflict with Magistrates, the island's former law enforcement. Though they are assisted by humanoid creatures they refer to as 'trolls', the Magistrates' forces are driven off. Some of the Magistrates are captured and kept in the island's makeshift jail. Some of the captured Magistrates agree to work with Xavier to rebuild the island. Throughout the entire series, Unus the Untouchable and his squadron of mutants remain a problem; they do not wish to be part of Xavier's group. House of M Later, Magneto learned of his daughter the Scarlet Witch's nervous break-down and her ever-growing powers to alter reality. Magneto snatched Wanda from her battle with her fellow Avengers and brought her to Genosha, where he asked Xavier to restore the Scarlet Witch's sanity - but to no avail. The telepath couldn't help her and, concerned of the threat to reality that Wanda posed, Xavier consulted the Avengers and the X-Men about what to do with her. Their decision was rendered moot, though, as by the time they reached Genosha reality altered around the heroes - changing into the world ruled by the "House of M". While conventional reality was eventually restored, it came at a high price, as thousands if not millions of Earth's mutant population lost their powers or died in the process, leaving only a few hundred mutants alive and powered. Just like most of his new Genoshan allies and enemies, Magneto was among the depowered people, remaining trapped on the island. Son of M and the Collective Incident In the limited series "Son of M," there is a battle between some of the remaining mutants and the Inhumans. In The New Avengers #19-20 it was stated that energy cannot be created nor destroyed, and the same held true for the energies of the numerous depowered mutants. Eventually, these energies gathered in the form of an unsuspecting energy-absorbing mutant named Michael Pointer. Dubbed "the Collective" by the Avengers, against whom he then fought, the Collective traveled to Genosha and reached out to the startled Magneto. The Collective, controlled by Xorn, attempted to restore Magneto's powers and convince him to lead the remaining mutants into taking over the planet. To the Collective's surprise, Magneto resisted and allowed the Avengers to separate the energy from his body and send it into the sun. The comatose Magneto is also taken into S.H.I.E.L.D. custody, but the helicopter that was supposed to transport him off Genosha explodes once it lifts off. Magneto's body is not found. It has since been revealed that he survived the explosion and remained depowered until the High Evolutionary's dangerous experiment returned his magnetic abilities. Silent War To date Genosha is now completely dead. Already in ruins before, the battle between the Inhumans and the O*N*E further destroyed the once-proud island nation. Since Magneto was the last person on Genosha, it seems that it's now totally uninhabited, which is corroborated by Wiccan and Speed when they began their search for their mother, the Scarlet Witch. They encountered Genosha an empty land filled with destroyed towers and empty streets. Necrosha and beyond Selene is seen traveling to the ruined island of Genosha with her followers who were resurrected by the Technarch transmode virus. Led there by Blink and Caliban, who tells Selene he senses millions of dead mutants. They enter the ruins and Selene proclaims Hammer Bay, the devastated capital of the island nation Necrosha, the place where she will become a god. With Eli Bard, Selene resurrects the massacred residents of Genosha, with Cerebro and Bastion's computers detecting the rise of mutant numbers into the millions. A problem presents itself in that many of the newly resurrected mutants have been de-powered, despite having been killed before M-Day. Wither and Mortis explain what happened and the Coven begins to set up base at Necrosha. Selene is eventually defeated and killed, thus ending the effect of the corrupted Techno-organic virus in the bodies she revived and returning Genosha to an empty land. According to writer Chris Yost, Elixir is still on Necrosha. During a visit to Genosha by the students of Jean Grey's School for Gifted Youngsters' students organized by Beast and Kitty Pryde, Sabretooth and AOA Blob assaulted Kid Gladiator and Kid Omega in order to kidnap Genesis. During this time, there were no mentionings of Elixir living here.<ref>Uncanny X-Force #30. Marvel Comics.</ref> During the "AXIS" storyline, Magneto enters the island of Genosha to find that it had turned into a concentration camp for mutants. He frees two mutant girls who tell him that Red Skull is responsible and possesses Professor X's brain. Magneto attacks Red Skull, but is quickly stopped by the Skull's S-Men. Magneto is captured and telepathically tortured by Red Skull. He is given visions of those closest to him suffering while being unable to do anything to stop it. After being freed by Scarlet Witch, Rogue, and Havok, he bites down on a vial beneath his skin of Mutant Growth Hormone, giving himself enough power to fight. Havok, Rogue, and Scarlet Witch are captured by the Red Skull's S-Men and sent to his concentration camp in Genosha. Rogue (who still has Wonder Man inside her) is able to break the group free. They discover Magneto has been captured, and free him, as well. The three want to leave the island and alert the rest of the Avengers and X-Men of what Red Skull is doing, but Magneto says he's going to stay and fight. Before they can do anything, Red Skull appears. Magneto, Rogue, and the Scarlet Witch fought Red Onslaught in Genosha and are later joined by the Avengers and the X-Men. Iron Man used a telepathic tamperer to stop the Red Skull's influence. When more heroes arrived to help, Red Onslaught revealed that he influenced Stark to create a model of Sentinels, based on the knowledge of different super heroes he acquired after the Civil War before erasing the latter's memories of constructing them. Red Onslaught then deployed his Stark Sentinels to fight the heroes. All-New, All-Different Marvel As part of the "All-New, All-Different Marvel," Magneto and his Uncanny X-Men use Genosha as a staging ground for an ambush on the Dark Riders, who have been targeting mutants with healing powers. After defeating the Dark Riders, Magneto then ties up the Dark Riders and sets off a bomb that kills them and also levels the entire island. It was a sign that Magneto has "no intention of 'Laying Low'." Empyre During the "Empyre" storyline, some of the Cotati used Genosha as a front for their upcoming invasion of Wakanda. This was foiled because of the X-Men, Hordeculture, and the Genoshan zombies that are the results of Scarlet Witch trying to revive the mutants that were killed there. Points of interest Carrion Cove - Hammer Bay - The capital of Genosha which is the largest city on Genosha. Sugar Man has a secret laboratory underneath Hammer Bay. Magda Square - Magneto Monument - A monument made from a Wild Sentinel by the Brotherhood of Mutants following the Wild Sentinels attack on Genosha. Other versions Marvel Noir In the Marvel Noir reality, there is a prison called Genosha Bay Prison which is somewhat similar to Guantánamo Bay. It was originally settled by Quaker missionaries who built a penitentiary so to isolate prisoners from each other so they could contemplate the gravity of their sins. By the 1930s, Genosha Bay later became a United States extraterritorial prison which hold prisoners of the worse cases from around the world and was notorious for practicing inhumane punishments on its prisoners ranging from sleep deprivations and water torture. Genosha Bay Prison caught the notice of the public and culminating in a Senate Judiciary Meeting on consider closing the prison. Even if the prison were to be close down, lawmakers were unwilling to let its more severe criminal sociopaths from allowing into America's prisons. In reality, Genosha Bay Prison was used as a proving ground in recruiting the prisoners as a next generation of government operatives. Ultimate Marvel In the Ultimate Marvel reality, Genosha has made an appearances as an island south of Madagascar. Its main export seems to be television programs notably "Hunt for Justice" under control of Mojo Adams and his crew. Mutants were recently reduced to second-class citizens after the murder of a government minister Lord Joseph Scheele by a mutant called Arthur Centino aka Longshot after an affair was revealed between Scheele and his girlfriend Spiral. Centino is sentenced by Adams and Major Domo to the neighboring island of Krakoa to battle Arcade, but is saved by the X-Men. The island returns in an arc of Ultimate Spider-Man where the mutant killer Deadpool and his squad is hired by Adams. In other media Television In the 1990s animated TV series X-Men, Genosha claims to be a mutant-friendly environment where those possessing the "X-gene" could live peacefully without fear of persecution. However, as soon as mutants travel there, they are captured and fitted with power-negating collars placed around their necks; they are put to work building Sentinels for the Genoshan government, under the direction of Bolivar Trask, Cameron Hodge, Henry Peter Gyrich, and a government official known as "the Leader." With the help of Cable and a flood orchestrated by Storm, the X-Men simultaneously free the mutant slaves and destroy the Sentinels. Genosha continues to enslave mutants employing Sentinels and Magistrates, until they are rescued by Magneto and his Acolytes with the aid of many mutants (examples being Random, Arclight, Tar Baby, Blockbuster, Peepers, the second Shocker, and even Gambit, the Beast and Professor X). All Genoshan mutants leave for Asteroid M. Before long, the country is taken over by Magneto who is ready to declare war on humanity with the Genoshan mutants by his side, following an attack on Professor X during an anti-mutant summit. He never follows through with his plans though as he is called to a dying Xavier's side in the series' final episode. In the Wolverine and the X-Men continuity, Genosha is a mutant paradise under Magneto's rule. Magneto offers the country as a sanctuary for other mutants around the world, promising peace and equality. Despite the facade of a mutant paradise, Nightcrawler (who intends on becoming a Genoshan resident) soon learns from Dust that Magneto is an oppressive ruler who unfairly incarcerates Genosha mutants who do not abide by his rules. In "Battle Lines," it is revealed that Senator Kelly gave Genosha to Magneto. In "Aces and Eights", Genosha has closed off its borders. This same episode continually present Genosha as a monarchy by depicted Magneto as a King. In the three-part episode "Foresight," Magneto has Mystique pose as Senator Kelly and unleash the Sentinels on Genosha. This was part of Magneto's plan to reprogram them to attack humans only to face problems with the Phoenix Force. After the Phoenix Force is stopped, many of Magneto's followers have lost faith in his methods. Scarlet Witch and Polaris have Blink teleport Magneto and Quicksilver away from Genosha. Though Genosha is no longer Magneto's country, Scarlet Witch tells Quicksilver that he is always welcome to return. Film Genosha appears in both X-Men and Dark Phoenix. In X-Men, it is an uncharted island serving as Magneto's Brotherhood base. In Dark Phoenix, it is Magneto's safe haven for mutants (such as Red Lotus/Ariki and Selene Gaillo) with no home to return to gifted to him by the U.S. Government. Video games In the SNES game, Spider-Man and the X-Men in Arcade's Revenge, Cyclops's levels are the Genosha Sentinel mines. In the SNES game, X-Men: Mutant Apocalypse, Genosha serves as the primary setting of the game, as Apocalypse, Tusk, and the Broods take over said island to keep mutants in captivity. Genosha is the Sentinel's stage in the arcade and console-imported game X-Men: Children of the Atom. Master Mold can be seen working in the background. If the Sentinel wins, Master Mold lifts off. However, if the Sentinel loses, Master Mold gets destroyed as well. Genosha is briefly seen in X-Men: Next Dimension, when Prime Sentinels attack Magneto. In X-Men Legends, Genosha is mentioned when Magneto gives his demands on television to make it a mutant paradise under his control. In X-Men Legends II: Rise of Apocalypse, a chapter set in Genosha has it devastated by Apocalypse. The X-Men and the Brotherhood of Mutants had to liberate it from his control while using Magneto's sanctuary as a hub. Genosha is the main setting in Deadpool. Here, Genosha is in a state of ruins from the Sentinel attacks and Mister Sinister has made his base of operations here, harvesting the vast amount of mutant genetic material for his experiments. Deadpool travels to Genosha with the X-Men (who are knocked out when Deadpool crashes their jet) with the intention of killing Mister Sinister as revenge for killing one of Deadpool's marks. Music Genosha recordings: Experimental hardcore/gabber/darkcore label run by The Outside Agency. The experimental "string metal" band, Judgement Day, has a song titled "Genosha" on their album "Peacocks/Pink Monsters". Print Genosha is compared to the Confederate States of America in an article in The Atlantic''. References External links Genosha at Marvel.com Genosha at Marvel Wiki Genosha at Comic Vine Genosha at UncannyXmen.net X-Men 1988 comics debuts Fictional islands Abandoned buildings and structures in fiction Marvel Comics countries Marvel Comics locations Fictional island countries Fictional African countries
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Glenn Theodore Seaborg (; April 19, 1912February 25, 1999) was an American chemist whose involvement in the synthesis, discovery and investigation of ten transuranium elements earned him a share of the 1951 Nobel Prize in Chemistry. His work in this area also led to his development of the actinide concept and the arrangement of the actinide series in the periodic table of the elements. Seaborg spent most of his career as an educator and research scientist at the University of California, Berkeley, serving as a professor, and, between 1958 and 1961, as the university's second chancellor. He advised ten US Presidents—from Harry S. Truman to Bill Clinton—on nuclear policy and was Chairman of the United States Atomic Energy Commission from 1961 to 1971, where he pushed for commercial nuclear energy and the peaceful applications of nuclear science. Throughout his career, Seaborg worked for arms control. He was a signatory to the Franck Report and contributed to the Limited Test Ban Treaty, the Nuclear Non-Proliferation Treaty and the Comprehensive Test Ban Treaty. He was a well-known advocate of science education and federal funding for pure research. Toward the end of the Eisenhower administration, he was the principal author of the Seaborg Report on academic science, and, as a member of President Ronald Reagan's National Commission on Excellence in Education, he was a key contributor to its 1983 report "A Nation at Risk". Seaborg was the principal or co-discoverer of ten elements: plutonium, americium, curium, berkelium, californium, einsteinium, fermium, mendelevium, nobelium and element 106, which, while he was still living, was named seaborgium in his honor. He also discovered more than 100 isotopes of transuranium elements and is credited with important contributions to the chemistry of plutonium, originally as part of the Manhattan Project where he developed the extraction process used to isolate the plutonium fuel for the second atomic bomb. Early in his career, he was a pioneer in nuclear medicine and discovered isotopes of elements with important applications in the diagnosis and treatment of diseases, including iodine-131, which is used in the treatment of thyroid disease. In addition to his theoretical work in the development of the actinide concept, which placed the actinide series beneath the lanthanide series on the periodic table, he postulated the existence of super-heavy elements in the transactinide and superactinide series. After sharing the 1951 Nobel Prize in Chemistry with Edwin McMillan, he received approximately 50 honorary doctorates and numerous other awards and honors. The list of things named after Seaborg ranges from the chemical element seaborgium to the asteroid 4856 Seaborg. He was a prolific author, penning numerous books and 500 journal articles, often in collaboration with others. He was once listed in the Guinness Book of World Records as the person with the longest entry in Who's Who in America. Early life Glenn Theodore Seaborg was born in Ishpeming, Michigan, on April 19, 1912, the son of Herman Theodore (Ted) and Selma Olivia Erickson Seaborg. He had one sister, Jeanette, who was two years younger. His family spoke Swedish at home. When Glenn Seaborg was a boy, the family moved to Los Angeles County, California, settling in a subdivision called Home Gardens, later annexed to the City of South Gate, California. About this time he changed the spelling of his first name from Glen to Glenn. Seaborg kept a daily journal from 1927 until he suffered a stroke in 1998. As a youth, Seaborg was both a devoted sports fan and an avid movie buff. His mother encouraged him to become a bookkeeper as she felt his literary interests were impractical. He did not take an interest in science until his junior year when he was inspired by Dwight Logan Reid, a chemistry and physics teacher at David Starr Jordan High School in Watts. Seaborg graduated from Jordan in 1929 at the top of his class and received a Bachelor of Arts (BA) degree in chemistry at the University of California, Los Angeles, in 1933. He worked his way through school as a stevedore and a laboratory assistant at Firestone. Seaborg received his PhD in chemistry at the University of California, Berkeley, in 1937 with a doctoral thesis on the "Interaction of Fast Neutrons with Lead", in which he coined the term "nuclear spallation". Seaborg was a member of the professional chemistry fraternity Alpha Chi Sigma. As a graduate student in the 1930s Seaborg performed wet chemistry research for his advisor Gilbert Newton Lewis, and published three papers with him on the theory of acids and bases. Seaborg studied the text Applied Radiochemistry by Otto Hahn, of the Kaiser Wilhelm Institute for Chemistry in Berlin, and it had a major impact on his developing interests as a research scientist. For several years, Seaborg conducted important research in artificial radioactivity using the Lawrence cyclotron at UC Berkeley. He was excited to learn from others that nuclear fission was possible—but also chagrined, as his own research might have led him to the same discovery. Seaborg also became an adept interlocutor of Berkeley physicist Robert Oppenheimer. Oppenheimer had a daunting reputation and often answered a junior colleague's question before it had even been stated. Often the question answered was more profound than the one asked, but of little practical help. Seaborg learned to state his questions to Oppenheimer quickly and succinctly. Pioneering work in nuclear chemistry Seaborg remained at the University of California, Berkeley, for post-doctoral research. He followed Frederick Soddy's work investigating isotopes and contributed to the discovery of more than 100 isotopes of elements. Using one of Lawrence's advanced cyclotrons, John Livingood, Fred Fairbrother, and Seaborg created a new isotope of iron, iron-59 in 1937. Iron-59 was useful in the studies of the hemoglobin in human blood. In 1938, Livingood and Seaborg collaborated (as they did for five years) to create an important isotope of iodine, iodine-131, which is still used to treat thyroid disease. (Many years later, it was credited with prolonging the life of Seaborg's mother.) As a result of these and other contributions, Seaborg is regarded as a pioneer in nuclear medicine and is one of its most prolific discoverers of isotopes. In 1939 he became an instructor in chemistry at Berkeley, was promoted to assistant professor in 1941 and professor in 1945. University of California, Berkeley, physicist Edwin McMillan led a team that discovered element 93, which he named neptunium in 1940. In November, he was persuaded to leave Berkeley temporarily to assist with urgent research in radar technology. Since Seaborg and his colleagues had perfected McMillan's oxidation-reduction technique for isolating neptunium, he asked McMillan for permission to continue the research and search for element 94. McMillan agreed to the collaboration. Seaborg first reported alpha decay proportionate to only a fraction of the element 93 under observation. The first hypothesis for this alpha particle accumulation was contamination by uranium, which produces alpha-decay particles; analysis of alpha-decay particles ruled this out. Seaborg then postulated that a distinct alpha-producing element was being formed from element 93. In February 1941, Seaborg and his collaborators produced plutonium-239 through the bombardment of uranium. In their experiments bombarding uranium with deuterons, they observed the creation of neptunium, element 93. But it then underwent beta-decay, forming a new element, plutonium, with 94 protons. Plutonium is fairly stable, but undergoes alpha-decay, which explained the presence of alpha particles coming from neptunium. Thus, on March 28, 1941, Seaborg, physicist Emilio Segrè and Berkeley chemist Joseph W. Kennedy were able to show that plutonium (then known only as element 94) was fissile, an important distinction that was crucial to the decisions made in directing Manhattan Project research. In 1966, Room 307 of Gilman Hall on the campus at the Berkeley, where Seaborg did his work, was declared a U.S. National Historic Landmark. In addition to plutonium, he is credited as a lead discoverer of americium, curium, and berkelium, and as a co-discoverer of californium, einsteinium, fermium, mendelevium, nobelium and seaborgium. He shared the Nobel Prize in Chemistry in 1951 with Edwin McMillan for "their discoveries in the chemistry of the first transuranium elements." Scientific contributions during the Manhattan Project On April 19, 1942, Seaborg reached Chicago and joined the chemistry group at the Metallurgical Laboratory of the Manhattan Project at the University of Chicago, where Enrico Fermi and his group would later convert uranium-238 to plutonium-239 in a controlled nuclear chain reaction. Seaborg's role was to figure out how to extract the tiny bit of plutonium from the mass of uranium. Plutonium-239 was isolated in visible amounts using a transmutation reaction on August 20, 1942, and weighed on September 10, 1942, in Seaborg's Chicago laboratory. He was responsible for the multi-stage chemical process that separated, concentrated and isolated plutonium. This process was further developed at the Clinton Engineering Works in Oak Ridge, Tennessee, and then entered full-scale production at the Hanford Engineer Works, in Richland, Washington. Seaborg's theoretical development of the actinide concept resulted in a redrawing of the periodic table into its current configuration with the actinide series appearing below the lanthanide series. Seaborg developed the chemical elements americium and curium while in Chicago. He managed to secure patents for both elements. His patent on curium never proved commercially viable because of the element's short half-life, but americium is commonly used in household smoke detectors and thus provided a good source of royalty income to Seaborg in later years. Prior to the test of the first nuclear weapon, Seaborg joined with several other leading scientists in a written statement known as the Franck Report (secret at the time but since published) unsuccessfully calling on President Truman to conduct a public demonstration of the atomic bomb witnessed by the Japanese. Professor and Chancellor at the University of California, Berkeley After the conclusion of World War II and the Manhattan Project, Seaborg was eager to return to academic life and university research free from the restrictions of wartime secrecy. In 1946, he added to his responsibilities as a professor by heading the nuclear chemistry research at the Lawrence Radiation Laboratory operated by the University of California on behalf of the United States Atomic Energy Commission. Seaborg was named one of the "Ten Outstanding Young Men in America" by the U.S. Junior Chamber of Commerce in 1947 (along with Richard Nixon and others). Seaborg was elected a Member of the National Academy of Sciences in 1948. From 1954 to 1961 he served as associate director of the radiation laboratory. He was appointed by President Truman to serve as a member of the General Advisory Committee of the Atomic Energy Commission, an assignment he retained until 1960. Seaborg served as chancellor at the University of California, Berkeley, from 1958 to 1961. His term coincided with a relaxation of McCarthy-era restrictions on students' freedom of expression that had begun under his predecessor, Clark Kerr. In October 1958, Seaborg announced that the university had relaxed its prior prohibitions on political activity on a trial basis, and the ban on communists speaking on campus was lifted. This paved the way for the Free Speech Movement of 1964–65. Seaborg was an enthusiastic supporter of Cal's sports teams. San Francisco columnist Herb Caen was fond of pointing out that Seaborg's surname is an anagram of "Go Bears", a popular cheer at UC Berkeley. Seaborg was proud of the fact that the Cal Bears won their first and only National Collegiate Athletic Association (NCAA) basketball championship in 1959, while he was chancellor. The football team also won the conference title and played in the Rose Bowl that year. He served on the Faculty Athletic Committee for several years and was the co-author of a book, Roses from the Ashes: Breakup and Rebirth in Pacific Coast Intercollegiate Athletics (2000), concerning the Pacific Coast Conference recruiting scandal, and the founding of what is now the Pac-12, in which he played a role in restoring confidence in the integrity of collegiate sports. Seaborg served on the President's Science Advisory Committee (PSAC) during the Eisenhower administration. PSAC produced a report on "Scientific Progress, the Universities, and the Federal Government", also known as the "Seaborg Report", in November 1960, that urged greater federal funding of science. In 1959, he helped found the Berkeley Space Sciences Laboratory with Clark Kerr. Chairman of the Atomic Energy Commission After appointment by President John F. Kennedy and confirmation by the United States Senate, Seaborg was chairman of the Atomic Energy Commission (AEC) from 1961 to 1971. His pending appointment by President-elect Kennedy was nearly derailed in late 1960 when members of the Kennedy transition team learned that Seaborg had been listed in a U.S. News & World Report article as a member of "Nixon's Idea Men". Seaborg said that as a lifetime Democrat he was baffled when the article appeared associating him with outgoing Vice President Richard Nixon, a Republican whom Seaborg considered a casual acquaintance. During the early 1960s, Seaborg became concerned with the ecological and biological effects of nuclear weapons, especially those that would impact human life significantly. In response, he commissioned the Technical Analysis Branch of the Atomic Energy Commission to study these matters further. Seaborg's provision for these innovative studies led the U.S. Government to more seriously pursue the development and possible use of "clean" nuclear weapons. While chairman of the AEC, Seaborg participated on the negotiating team for the Limited Test Ban Treaty (LTBT), in which the US, UK, and USSR agreed to ban all above-ground test detonations of nuclear weapons. Seaborg considered his contributions to the achievement of the LTBT as one of his greatest accomplishments. Despite strict rules from the Soviets about photography at the signing ceremony, Seaborg used a tiny camera to take a close-up photograph of Soviet Premier Nikita Khrushchev as he signed the treaty. Seaborg enjoyed a close relationship with President Lyndon Johnson and influenced the administration to pursue the Nuclear Non-Proliferation Treaty. Seaborg was called to the White House in the first week of the Nixon Administration in January 1969 to advise President Richard Nixon on his first diplomatic crisis involving the Soviets and nuclear testing. He clashed with Nixon presidential adviser John Ehrlichman over the treatment of a Jewish scientist, Zalman Shapiro, whom the Nixon administration suspected of leaking nuclear secrets to Israel. Seaborg published several books and journal articles during his tenure at the Atomic Energy Commission. He predicted the existence of elements beyond those on the periodic table, the transactinide series and the superactinide series of undiscovered synthetic elements. While most of these theoretical future elements have extremely short half-lives and thus no expected practical applications, he also hypothesized the existence of stable super-heavy isotopes of certain elements in an island of stability. Seaborg served as chairman of the Atomic Energy Commission until 1971. Return to California Following his service as Chairman of the Atomic Energy Commission, Seaborg returned to UC Berkeley where he was awarded the position of University Professor. At the time, there had been fewer University Professors at UC Berkeley than Nobel Prize winners. He also served as Chairman of the Lawrence Hall of Science where he became the principal investigator for Great Explorations in Math and Science (GEMS) working with director Jacqueline Barber. Seaborg served as chancellor at the University of California, Berkeley, from 1958 to 1961, and served as President of the American Association for the Advancement of Science in 1972 and as President of the American Chemical Society in 1976. In 1980, he transmuted several thousand atoms of bismuth-209 into gold at the Lawrence Berkeley Laboratory. His experimental technique, using nuclear physics, was able to remove protons and neutrons from the bismuth atoms. Seaborg's technique would have been far too expensive to enable routine manufacturing of gold, but his work was close to the mythical Philosopher's Stone. In 1981, Seaborg became a founding member of the World Cultural Council. In 1983, President Ronald Reagan appointed Seaborg to serve on the National Commission on Excellence in Education. The commission produced a report "A Nation at Risk: The Imperative for Educational Reform", which focused national attention on education as a national issue germane to the federal government. In 2008, Margaret Spellings wrote that Seaborg lived most of his later life in Lafayette, California, where he devoted himself to editing and publishing the journals that documented both his early life and later career. He rallied a group of scientists who criticized the science curriculum in the state of California, which he viewed as far too socially oriented and not nearly focused enough on hard science. California Governor Pete Wilson appointed Seaborg to head a committee that proposed changes to California's science curriculum despite outcries from labor organizations and others. Personal life In 1942, Seaborg married Helen Griggs, the secretary of physicist Ernest Lawrence. Under wartime pressure, Seaborg had moved to Chicago while engaged to Griggs. When Seaborg returned to accompany Griggs for the journey back to Chicago, friends expected them to marry in Chicago. But, eager to be married, Seaborg and Griggs impulsively got off the train in the town of Caliente, Nevada, for what they thought would be a quick wedding. When they asked for City Hall, they found Caliente had none—they would have to travel north to Pioche, the county seat. With no car, this was no easy feat, but one of Caliente's newest deputy sheriffs turned out to be a recent graduate of the Cal Berkeley chemistry department and was more than happy to do a favor for Seaborg. The deputy sheriff arranged for the wedding couple to ride up and back to Pioche in a mail truck. The witnesses at the Seaborg wedding were a clerk and a janitor. Glenn Seaborg and Helen Griggs Seaborg had seven children, of whom the first, Peter Glenn Seaborg, died in 1997 (his twin Paulette having died in infancy). The others were Lynne Seaborg Cobb, David Seaborg, Steve Seaborg, Eric Seaborg, and Dianne Seaborg. Seaborg was an avid hiker. Upon becoming Chairman of the Atomic Energy Commission in 1961, he commenced taking daily hikes through a trail that he blazed at the headquarters site in Germantown, Maryland. He frequently invited colleagues and visitors to accompany him, and the trail became known as the "Glenn Seaborg Trail." He and his wife Helen are credited with blazing a trail in the East Bay area near their home in Lafayette, California. This trail has since become a part of the American Hiking Association's cross-country network of trails. Seaborg and his wife walked the trail network from Contra Costa County all the way to the California–Nevada border. Seaborg was elected a foreign member of the Royal Swedish Academy of Sciences in 1972 and a Foreign Member of the Royal Society (ForMemRS) of London in 1985. He was honored as Swedish-American of the Year in 1962 by the Vasa Order of America. In 1991, the organization named "Local Lodge Glenn T. Seaborg No. 719" in his honor during the Seaborg Honors ceremony at which he appeared. This lodge maintains a scholarship fund in his name, as does the unrelated Swedish-American Club of Los Angeles. Seaborg kept a close bond to his Swedish origin. He visited Sweden every so often, and his family were members of the Swedish Pemer Genealogical Society, a family association open for every descendant of the Pemer family, a Swedish family with German origin, from which Seaborg was descended on his mother's side. On August 24, 1998, while in Boston to attend a meeting by the American Chemical Society, Seaborg suffered a stroke, which led to his death six months later on February 25, 1999, at his home in Lafayette. Honors and awards During his lifetime, Seaborg is said to have been the author or co-author of numerous books and 500 scientific journal articles, many of them brief reports on fast-breaking discoveries in nuclear science while other subjects, most notably the actinide concept, represented major theoretical contributions in the history of science. He held more than 40 patents—among them the only patents ever issued for chemical elements, americium and curium, and received more than 50 doctorates and honorary degrees in his lifetime. At one time, he was listed in the Guinness Book of World Records as having the longest entry in Marquis Who's Who in America. In February 2005, he was posthumously inducted into the National Inventors Hall of Fame. In April 2011 the executive council of the Committee for Skeptical Inquiry (CSI) selected Seaborg for inclusion in CSI's Pantheon of Skeptics. The Pantheon of Skeptics was created by CSI to remember the legacy of deceased fellows of CSI and their contributions to the cause of scientific skepticism. His papers are in the Library of Congress. The American Chemical Society-Chicago Section honored him with the Willard Gibbs Award in 1966. The American Academy of Achievement presented Seaborg with the Golden Plate Award in 1972. The element seaborgium was named after Seaborg by Albert Ghiorso, E. Kenneth Hulet, and others, who also credited Seaborg as a co-discoverer. It was named while Seaborg was still alive, which proved controversial. He influenced the naming of so many elements that with the announcement of seaborgium, it was noted in Discover magazine's review of the year in science that he could receive a letter addressed in chemical elements: seaborgium, lawrencium (for the Lawrence Berkeley Laboratory where he worked), berkelium, californium, americium. Seaborgium is the first element ever to have been officially named after a living person. The second element to be so named is oganesson, in 2016, after Yuri Oganessian. Selected bibliography Citations General references Further reading External links including the Nobel Lecture on December 12, 1951 "The Transuranium Elements: Present Status" 1965 Audio Interview with Glenn Seaborg by Stephane Groueff Voices of the Manhattan Project National Academy of Sciences biography Annotated bibliography for Glenn Seaborg from the Alsos Digital Library Nobel Institute Official Biography UC Berkeley Biography of Chancellor Glenn T. Seaborg Lawrence Berkeley Laboratory's Glenn T. Seaborg website American Association for the Advancement of Science, List of Presidents Glenn Seaborg Trail, at Department of Energy official site Glenn T. Seaborg Center at Northern Michigan University Glenn T. Seaborg Medal and Symposium at the University of California, Los Angeles Video interview with Glenn Seaborg from 1986 with transcript "Clean" Nukes and the Ecology of Nuclear War, published by the National Security Archive 1912 births 1999 deaths 20th-century American chemists American Nobel laureates American people of Swedish descent American skeptics Chairmen of the United States Atomic Energy Commission Leaders of the University of California, Berkeley Discoverers of chemical elements Enrico Fermi Award recipients Fellows of the American Association for the Advancement of Science Fellows of the American Physical Society Foreign Members of the Royal Society Foreign Members of the USSR Academy of Sciences Foreign Members of the Russian Academy of Sciences Founding members of the World Cultural Council Manhattan Project people Members of the Royal Swedish Academy of Sciences Members of the United States National Academy of Sciences Members of the Serbian Academy of Sciences and Arts National Medal of Science laureates Nobel laureates in Chemistry People from Ishpeming, Michigan People involved with the periodic table South Gate, California University of California, Berkeley alumni University of California, Berkeley faculty University of California, Los Angeles alumni Vannevar Bush Award recipients
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Gerolamo Cardano (; also Girolamo or Geronimo; ; ; 24 September 1501– 21 September 1576 (O. S.)) was an Italian polymath, whose interests and proficiencies ranged through those of mathematician, physician, biologist, physicist, chemist, astrologer, astronomer, philosopher, writer, and gambler. He was one of the most influential mathematicians of the Renaissance, and was one of the key figures in the foundation of probability and the earliest introducer of the binomial coefficients and the binomial theorem in the Western world. He wrote more than 200 works on science. Cardano partially invented and described several mechanical devices including the combination lock, the gimbal consisting of three concentric rings allowing a supported compass or gyroscope to rotate freely, and the Cardan shaft with universal joints, which allows the transmission of rotary motion at various angles and is used in vehicles to this day. He made significant contributions to hypocycloids, published in De proportionibus, in 1570. The generating circles of these hypocycloids were later named Cardano circles or cardanic circles and were used for the construction of the first high-speed printing presses. Today, he is well known for his achievements in algebra. In his 1545 book Ars Magna, he made the first systematic use of negative numbers in Europe, published with attribution the solutions of other mathematicians for the cubic and quartic equations, and acknowledged the existence of imaginary numbers. Early life and education Cardano was born on the 24th of September, 1501 in Pavia, Lombardy, the illegitimate child of Fazio Cardano, a mathematically gifted jurist, lawyer, and close personal friend of Leonardo da Vinci. In his autobiography, Cardano wrote that his mother, Chiara Micheri, had taken "various abortive medicines" to terminate the pregnancy; he was "taken by violent means from my mother; I was almost dead." She was in labour for three days. Shortly before his birth, his mother had to move from Milan to Pavia to escape the Plague; her three other children died from the disease. After a depressing childhood, with frequent illnesses, including impotence, and the rough upbringing by his overbearing father, in 1520, Cardano entered the University of Pavia against the wish of his father, who wanted his son to undertake studies of law, but Girolamo felt more attracted to philosophy and science. During the Italian War of 1521–1526, however, the authorities in Pavia were forced to close the university in 1524. Cardano resumed his studies at the University of Padua, where he graduated with a doctorate in medicine in 1525. His eccentric and confrontational style did not earn him many friends and he had a difficult time finding work after his studies had ended. In 1525, Cardano repeatedly applied to the College of Physicians in Milan, but was not admitted owing to his combative reputation and illegitimate birth. However, he was consulted by many members of the College of Physicians, because of his irrefutable intelligence. Early career as a physician Cardano wanted to practice medicine in a large, rich city like Milan, but he was denied a license to practice, so he settled for the town of Saccolongo, where he practiced without a license. There, he married Lucia Banderini in 1531. Before her death in 1546, they had three children, Giovanni Battista (1534), Chiara (1537) and Aldo Urbano (1543). Cardano later wrote that those were the happiest days of his life. With the help of a few noblemen, Cardano obtained a teaching position in mathematics in Milan. Having finally received his medical license, he practiced mathematics and medicine simultaneously, treating a few influential patients in the process. Because of this, he became one of the most sought-after doctors in Milan. In fact, by 1536, he was able to quit his teaching position, although he was still interested in mathematics. His notability in the medical field was such that the aristocracy tried to lure him out of Milan. Cardano later wrote that he turned down offers from the kings of Denmark and France, and the Queen of Scotland. Mathematics Cardano was the first mathematician to make systematic use of negative numbers. He published with attribution the solution of Scipione del Ferro to the cubic equation and the solution of Cardano's student Lodovico Ferrari to the quartic equation in his 1545 book Ars Magna, an influential work on algebra. The solution to one particular case of the cubic equation (in modern notation) had been communicated to him in 1539 by Niccolò Fontana Tartaglia (who later claimed that Cardano had sworn not to reveal it, and engaged Cardano in a decade-long dispute) in the form of a poem, but del Ferro's solution predated Tartaglia's. In his exposition, he acknowledged the existence of what are now called imaginary numbers, although he did not understand their properties, described for the first time by his Italian contemporary Rafael Bombelli. In Opus novum de proportionibus he introduced the binomial coefficients and the binomial theorem. Cardano was notoriously short of money and kept himself solvent by being an accomplished gambler and chess player. His book about games of chance, Liber de ludo aleae ("Book on Games of Chance"), written around 1564, but not published until 1663, contains the first systematic treatment of probability, as well as a section on effective cheating methods. He used the game of throwing dice to understand the basic concepts of probability. He demonstrated the efficacy of defining odds as the ratio of favourable to unfavourable outcomes (which implies that the probability of an event is given by the ratio of favourable outcomes to the total number of possible outcomes). He was also aware of the multiplication rule for independent events but was not certain about what values should be multiplied. Other contributions Cardano's work with hypocycloids led him to Cardan's Movement or Cardan Gear mechanism, in which a pair of gears with the smaller being one-half the size of the larger gear is used converting rotational motion to linear motion with greater efficiency and precision than a Scotch yoke, for example. He is also credited with the invention of the Cardan suspension or gimbal. Cardano made several contributions to hydrodynamics and held that perpetual motion is impossible, except in celestial bodies. He published two encyclopedias of natural science which contain a wide variety of inventions, facts, and occult superstitions. He also introduced the Cardan grille, a cryptographic writing tool, in 1550. Significantly, in the history of education of the deaf, he said that deaf people were capable of using their minds, argued for the importance of teaching them, and was one of the first to state that deaf people could learn to read and write without learning how to speak first. He was familiar with a report by Rudolph Agricola about a deaf mute who had learned to write. Cardano's medical writings included: a commentary on Mundinus' anatomy and of Galen's medicine, alog with the treaties Delle cause, dei segni e dei luoghi delle malattie, Picciola terapeutica, Degli abusi dei medici and Delle orine, libro quattro. Cardano has been credited with the invention of the so-called Cardano's Rings, also called Chinese Rings, but it is very probable that they predate Cardano. The universal joint, sometimes called Cardan joint, was not described by Cardano. De Subtilitate (1550) As quoted from Charles Lyell's Principles of Geology: The title of a work of Cardano's, published in 1552, De Subtilitate (corresponding to what would now be called transcendental philosophy), would lead us to expect, in the chapter on minerals, many far fetched theories characteristic of that age; but when treating of petrified shells, he decided that they clearly indicated the former sojourn of the sea upon the mountains. Later years and death In 1553 Cardano traveled to Scotland to treat the Archbishop of St Andrews who suffered of a disease that had left him speechless and was thought incurable The treatment was a success and the diplomat Thomas Randolph recorded that "merry tales" about Cardano's methods were still current in Edinburgh in 1562. Cardano wrote that the Archbishop had been short of breath for ten years, and after the cure was effected by his assistant, he was paid 1,400 gold crowns. Two of Cardano's children — Giovanni Battista and Aldo Urbano — came to ignoble ends. Giovanni Battista, Cardano's eldest and favorite son was arrested in 1560 for having poisoned his wife, after he had discovered that their three children were not his. Giovanni was put to trial and, when Cardano could not pay the restitution demanded by the victim's family, was sentenced to death and beheaded. Cardano's other son Aldo Urbano was a gambler, who stole money from his father, and so Gerolamo disinherited him in 1569. Cardano moved from Pavia to Bologna, in part because he believed that the decision to execute his son was influenced by Gerolamo's battles with the academic establishment in Pavia, and his colleagues' jealousy at his scientific achievements, and also because he was beset with allegations of sexual impropriety with his students. He obtained a position as professor of medicine at the University of Bologna. Cardano was arrested by the Inquisition in 1570 after an accusation of heresy by the Inquisitor of Como, who targeted Cardano's De rerum varietate (1557). The inquisitors complained about Cardano's writings on astrology, especially his claim that self-harming religiously motivated actions of martyrs and heretics were caused by the stars. In his 1543 book De Supplemento Almanach, a commentary on the astrological work Tetrabiblos by Ptolemy, Cardano had also published a horoscope of Jesus. Cardano was imprisoned for several months and lost his professorship in Bologna. He abjured and was freed, probably with help from powerful churchmen in Rome. All his non-medical works were prohibited and placed on the Index. He moved to Rome, where he received a lifetime annuity from Pope Gregory XIII (after first having been rejected by Pope Pius V, who died in 1572) and finished his autobiography. He was accepted in the Royal College of Physicians, and as well as practising medicine he continued his philosophical studies until his death in 1576. References in literature and culture The seventeenth-century English physician and philosopher Sir Thomas Browne possessed the ten volumes of the Leyden 1663 edition of the complete works of Cardan in his library. Browne critically viewed Cardan as: "that famous Physician of Milan, a great Enquirer of Truth, but too greedy a Receiver of it. He hath left many excellent Discourses, Medical, Natural, and Astrological; the most suspicious are those two he wrote by admonition in a dream, that is De Subtilitate & Varietate Rerum. Assuredly this learned man hath taken many things upon trust, and although examined some, hath let slip many others. He is of singular use unto a prudent Reader; but unto him that only desireth Hoties, or to replenish his head with varieties; like many others before related, either in the Original or confirmation, he may become no small occasion of Error." Richard Hinckley Allen tells of an amusing reference made by Samuel Butler in his book Hudibras: Cardan believ'd great states depend Upon the tip o'th' Bear's tail's end; That, as she wisk'd it t'wards the Sun, Strew'd mighty empires up and down; Which others say must needs be false, Because your true bears have no tails. Alessandro Manzoni's novel I Promessi Sposi portrays a pedantic scholar of the obsolete, Don Ferrante, as a great admirer of Cardano. Significantly, he values him only for his superstitious and astrological writings; his scientific writings are dismissed because they contradict Aristotle, but excused on the ground that the author of the astrological works deserves to be listened to even when he is wrong. English novelist E. M. Forster's Abinger Harvest, a 1936 volume of essays, authorial reviews and a play, provides a sympathetic treatment of Cardano in the section titled 'The Past'. Forster believes Cardano was so absorbed in "self-analysis that he often forgot to repent of his bad temper, his stupidity, his licentiousness, and love of revenge" (212). Works De malo recentiorum medicorum medendi usu libellus, Hieronymus Scotus, Venice, 1536 (on medicine). Practica arithmetice et mensurandi singularis (on mathematics), Io. Antoninus Castellioneus/Bernadino Caluscho, Milan, 1539. De Consolatione, Libri tres, Hieronymus Scotus, Venice, 1542. Translation into English by T. Bedingfield (1573). Libelli duo: De Supplemento Almanach; De Restitutione temporum et motuum coelestium; Item Geniturae LXVII insignes casibus et fortuna, cum expositione, Iohan. Petreius, Norimbergae, 1543. De Sapientia, Libri quinque, Iohan. Petreius, Norimbergae, 1544 (with De Consolatione reprint and De Libris Propriis, book I). De Immortalitate animorum, Henric Petreius, Nuremberg 1544/Sebastianus Gryphius, Lyons, 1545. Contradicentium medicorum (on medicine), Hieronymus Scotus, Venetijs, 1545. Artis magnae, sive de regulis algebraicis (on algebra: also known as Ars magna), Iohan. Petreius, Nuremberg, 1545. Translation into English by D. Witmer (1968). Della Natura de Principii e Regole Musicale, ca 1546 (on music theory: in Italian): posthumously published. De Subtilitate rerum (on natural phenomena), Johann Petreius, Nuremberg, 1550 . Translation into English by J.M. Forrester (2013). Metoposcopia libris tredecim, et octingentis faciei humanae eiconibus complexa (on physiognomy), written 1550 (published posthumously by Thomas Jolly, Paris (Lutetiae Parisiorum), 1658). In Cl. Ptolemaei Pelusiensis IIII, De Astrorum judiciis... libros commentaria: cum eiusdem De Genituris libro, Henrichus Petri, Basle, 1554. Geniturarum Exemplar (De Genituris liber, separate printing), Theobaldus Paganus, Lyons, 1555. Ars Curandi Parva (written c. 1556). De Libris propriis (about the books he has written, and his successes in medical work), Gulielmus Rouillius, Leiden, 1557. De Rerum varietate, Libri XVII (on natural phenomena); (Revised edition), Matthaeus Vincentius, Avignon 1558. Also Basle, Henricus Petri, 1559. Actio prima in calumniatorem (reply to J.C. Scaliger), 1557. De Utilitate ex adversis capienda, Libri IIII (on the uses of adversity), Henrich Petri, Basle, 1561. Theonoston, seu De Tranquilitate, 1561. (Opera, Vol. II). Somniorum synesiorum omnis generis insomnia explicantes, Libri IIII (Book of Dreams: with other writings), Henricus Petri, Basle 1562. Neronis encomium (a life of Nero), Basle, 1562. Translation into English by A. Paratico (2012). De Providentia ex anni constitutione, Alexander Benaccius, Bononiae, 1563. De Methodo medendi, Paris, In Aedibus Rouillii, 1565. De Causis, signis ac locis morborum, Liber unus, Alexander Benatius, Bononiae, 1569. Commentarii in Hippocratis Coi Prognostica, Opus Divinum; Commentarii De Aere, aquis et locis opus, Henric Petrina Officina, Basel, 1568/1570. Opus novum, De Proportionibus numerorum, motuum, ponderum, sonorum, aliarumque rerum mensurandarum. Item de aliza regula, Henric Petrina, Basel, 1570. Opus novum, cunctis De Sanitate tuenda, Libri quattuor, Sebastian HenricPetri, Basle, 1569. De Vita propria, 1576 (autobiography). Translation into English by J. Stoner (2002). Liber De Ludo aleae ("On Casting the Die"; on probability): posthumously published. Translation into English by S.H. Gould (1961). Proxeneta, seu De Prudentia Civili (posthumously published: Paulus Marceau, Geneva, 1630). Collected Works A chronological key to this edition is supplied by M. Fierz. Hieronymi Cardani Mediolanensis Opera Omnia, cura Carolii Sponii (Lugduni, Ioannis Antonii Huguetan and Marci Antonii Ravaud, 1663) (10 volumes, Latin): Volume 1: Philologica, Logica, Moralia (Internet Archive; another at Google; another at Google) Volume 2: Moralia Quaedam et Physica (Google) Volume 3: Physica (Google) Volume 4: Arithmetica, Geometrica, Musica (Google) Volume 5: Astronomica, Astrologica, Onirocritica (Internet Archive; another at Google) Volume 6: Medicinalium I (Google) Volume 7: Medicinalium II (Google) Volume 8: Medicinalium III (Google) Volume 9: Medicinalium IV (Google) Volume 10: Opuscula Miscellanea (Google) See also Blow book, an early form of art or magic trick initially uncovered by Gerolamo Cardano Negative numbers, the core of Cardano's major contributions to science and mathematics Notes References Sources Cardano, Girolamo, Astrological Aphorisms of Cardan. Edmonds, WA: Sure Fire Press, 1989. Cardano, Girolamo, The Book of My Life. trans. by Jean Stoner. New York: New York Review of Books, 2002. Cardano, Girolamo, Opera omnia, Charles Sponi, ed., 10 vols. Lyons, 1663. Cardano, Girolamo, Nero: an Exemplary Life Inckstone 2012, translation in English of the Neronis Encomium. Dunham, William, Journey through Genius, Chapter 6, 1990, John Wiley and Sons. . Discusses Cardano's life and solution of the cubic equation. Ekert, Artur, "Complex and unpredictable Cardano". International Journal of Theoretical Physics, Vol. 47, Issue 8, pp. 2101–2119. arXiv e-print (arXiv:0806.0485). Giglioni, Guido, "'Bolognan boys are beautiful, tasteful and mostly fine musicians': Cardano on male same-sex love and music", in: Kenneth Borris & George Rousseau (curr.), The sciences of homosexuality in early modern Europe, Routledge, London 2007, pp. 201–220. Grafton, Anthony, Cardano's Cosmos: The Worlds and Works of a Renaissance Astrologer. Harvard University Press, 2001. Morley, Henry, The life of Girolamo Cardano, of Milan, Physician 2 vols. Chapman & Hall, London 1854. Ore, Øystein, Cardano, the Gambling Scholar. Princeton, 1953. Rutkin, H. Darrel, "Astrological conditioning of same-sexual relations in Girolamo Cardano's theoretical treatises and celebrity genitures", in: Kenneth Borris & George Rousseau (curr.), The sciences of homosexuality in early modern Europe, Routledge, London 2007, pp. 183–200. Sirasi, Nancy G., The Clock and the Mirror: Girolamo Cardano and Renaissance Medicine, Princeton University Press, 1997. External links Georgio Vivi (ed.), Cardani Mediolanensis Philosophi ac Medici Celeberrimi Bibliographia, Tertia Editio (Author, 'Cosmopoli', 2018), View free at Scribd. A very compendious bibliography of works referring to Cardano. A recreational article about Cardano and the discovery of the two basic ingredients of quantum theory, probability and complex numbers. History of Science Collection at Linda Hall Library Girolamo Cardano, Strumenti per la storia del Rinascimento in Italia settentrionale (in Italian) and English Online Galleries, History of Science Collections, University of Oklahoma Libraries High resolution images of works by and/or portraits of Gerolamo Cardano in .jpg and .tiff format. Forster, E.M. 'Cardan' in Abinger Harvest (1936). Middlesex, UK: Penguin Books Ltd. pp. 208–221. "Cardano v Tartaglia: The Great Feud Out of Bounds" by Tony Rothman De Subtilitate Libri XXI From the Rare Book and Special Collection Division at the Library of Congress W.G. Waters, Jerome Cardan, a Biographical Study (Lawrence and Bullen, London 1898), from Internet Archive (A barely-disguised re-hash of Morley's work) 1501 births 1576 deaths 16th-century Latin-language writers 16th-century Italian mathematicians 16th-century Italian physicians Italian astrologers 16th-century astrologers 16th-century Italian inventors Physicians from Pavia University of Pavia alumni Scientists from Pavia
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The Gunpowder Plot of 1605, in earlier centuries often called the Gunpowder Treason Plot or the Jesuit Treason, was a failed assassination attempt against King James I by a group of provincial English Catholics led by Robert Catesby who sought to restore the Catholic monarchy to England after decades of persecution against Catholics. The plan was to blow up the House of Lords during the State Opening of Parliament on 5 November 1605, as the prelude to a popular revolt in the Midlands during which James's nine-year-old daughter, Elizabeth, was to be installed as the Catholic head of state. Catesby may have embarked on the scheme after hopes of securing greater religious tolerance under King James had faded, leaving many English Catholics disappointed. His fellow traitors were John and Christopher Wright, Robert and Thomas Wintour, Thomas Percy, Guy Fawkes, Robert Keyes, Thomas Bates, John Grant, Ambrose Rookwood, Sir Everard Digby and Francis Tresham. Fawkes, who had 10 years of military experience fighting in the Spanish Netherlands in the failed suppression of the Dutch Revolt, was given charge of the explosives. The plot was revealed to the authorities in an anonymous letter sent to William Parker, 4th Baron Monteagle, on 26 October 1605. During a search of the House of Lords in the evening on 4 November 1605, Fawkes was discovered guarding 36 barrels of gunpowder—enough to reduce the House of Lords to rubble—and arrested. Most of the conspirators fled from London as they learned that the plot had been discovered, trying to enlist support along the way. Several made a stand against the pursuing Sheriff of Worcester and his men at Holbeche House; in the ensuing battle Catesby was one of those shot and killed. At their trial on 27 January 1606 eight of the survivors, including Fawkes, were convicted and sentenced to be hanged, drawn and quartered. Details of the assassination attempt were allegedly known by the principal Jesuit of England, Father Henry Garnet. Although he was convicted of treason and sentenced to death, doubt has been cast on how much he really knew of the plot. As its existence was revealed to him through confession, Garnet was prevented from informing the authorities by the absolute confidentiality of the confessional. Although anti-Catholic legislation was introduced soon after the discovery of the plot, many important and loyal Catholics retained high office during King James I's reign. The thwarting of the Gunpowder Plot was commemorated for many years afterwards by special sermons and other public events such as the ringing of church bells, which evolved into the British variant of Bonfire Night of today. Background Religion in England Between 1533 and 1540, King Henry VIII took control of the English Church from Rome, the start of several decades of religious tension in England. English Catholics struggled in a society dominated by the newly separate and increasingly Protestant Church of England. Henry's daughter, Queen Elizabeth I, responded to the growing religious divide by introducing the Elizabethan Religious Settlement, which required anyone appointed to a public or church office to swear allegiance to the monarch as head of the Church and state. The penalties for refusal were severe; fines were imposed for recusancy, and repeat offenders risked imprisonment and execution. Catholicism became marginalised, but despite the threat of torture or execution, priests continued to practise their faith in secret. Succession Queen Elizabeth, unmarried and childless, steadfastly refused to name an heir. Many Catholics believed that her Catholic cousin, Mary, Queen of Scots, was the legitimate heir to the English throne, but she was executed for treason in 1587. The English Secretary of State, Robert Cecil, negotiated secretly with Mary's son and successor, King James VI of Scotland. In the months before Elizabeth's death on 24 March 1603, Cecil prepared the way for James to succeed her. Some exiled Catholics favoured Philip II of Spain's daughter, Isabella, as Elizabeth's successor. More moderate Catholics looked to James's and Elizabeth's cousin Arbella Stuart, a woman thought to have Catholic sympathies. As Elizabeth's health deteriorated, the government detained those they considered to be the "principal papists", and the Privy Council grew so worried that Arbella Stuart was moved closer to London to prevent her from being kidnapped by papists. Despite competing claims to the English throne, the transition of power following Elizabeth's death went smoothly. James's succession was announced by a proclamation from Cecil on 24 March, which was generally celebrated. Leading papists, rather than causing trouble as anticipated, reacted to the news by offering their enthusiastic support for the new monarch. Jesuit priests, whose presence in England was punishable by death, also demonstrated their support for James, who was widely believed to embody "the natural order of things". James ordered a ceasefire in the conflict with Spain, and even though the two countries were still technically at war, King Philip III sent his envoy, Don Juan de Tassis, to congratulate James on his accession. In the following year both countries signed the Treaty of London. For decades, the English had lived under a monarch who refused to provide an heir, but James arrived with a family and a clear line of succession. His wife, Anne of Denmark, was the daughter of a king. Their eldest child, the nine-year-old Henry, was considered a handsome and confident boy, and their two younger children, Elizabeth and Charles, were proof that James was able to provide heirs to continue the Protestant monarchy. Early reign of James I James's attitude towards Catholics was more moderate than that of his predecessor, perhaps even tolerant. He swore that he would not "persecute any that will be quiet and give an outward obedience to the law", and believed that exile was a better solution than capital punishment: "I would be glad to have both their heads and their bodies separated from this whole island and transported beyond seas." Some Catholics believed that the martyrdom of James's mother, Mary, Queen of Scots, would encourage James to convert to the Catholic faith, and the Catholic houses of Europe may also have shared that hope. James received an envoy from Albert VII, ruler of the remaining Catholic territories in the Netherlands after over 30 years of war in the Dutch Revolt by English-supported Protestant rebels. For the Catholic expatriates engaged in that struggle, the restoration by force of a Catholic monarchy was an intriguing possibility, but following the failed Spanish invasion of England in 1588 the papacy had taken a longer-term view on the return of a Catholic monarch to the English throne. During the late 16th century, Catholics made several assassination attempts on Protestant rulers in Europe and in England, including plans to poison Elizabeth I. The Jesuit Juan de Mariana's 1598 On Kings and the Education of Kings explicitly justified the assassination of the French king Henry III—who had been stabbed to death by a Catholic fanatic in 1589—and until the 1620s, some English Catholics believed that regicide was justifiable to remove 'tyrants' from power. Much of the "rather nervous" James's political writing was "concerned with the threat of Catholic assassination and refutation of the [Catholic] argument that 'faith did not need to be kept with heretics'". Early plots In the absence of any sign that James would move to end the persecution of Catholics, as some had hoped for, several members of the clergy (including two anti-Jesuit priests) decided to take matters into their own hands. In what became known as the Bye Plot, the priests William Watson and William Clark planned to kidnap James and hold him in the Tower of London until he agreed to be more tolerant towards Catholics. Cecil received news of the plot from several sources, including the Archpriest George Blackwell, who instructed his priests to have no part in any such schemes. At about the same time, Lord Cobham, Lord Grey de Wilton, Griffin Markham and Walter Raleigh hatched what became known as the Main Plot, which involved removing James and his family and supplanting them with Arbella Stuart. Amongst others, they approached Philip III of Spain for funding, but were unsuccessful. All those involved in both plots were arrested in July and tried in autumn 1603; George Brooke was executed, but James, keen not to have too bloody a start to his reign, reprieved Cobham, Grey, and Markham while they were at the scaffold. Raleigh, who had watched while his colleagues sweated, and who was due to be executed a few days later, was also pardoned. Arbella Stuart denied any knowledge of the Main Plot. The two priests, condemned and "very bloodily handled", were executed. The Catholic community responded to news of these plots with shock. That the Bye Plot had been revealed by Catholics was instrumental in saving them from further persecution, and James was grateful enough to allow pardons for those recusants who sued for them, as well as postponing payment of their fines for a year. On 19 February 1604, shortly after he discovered that his wife, Queen Anne, had been sent a rosary from the pope via one of James's spies, Sir Anthony Standen, James denounced the Catholic Church. Three days later, he ordered all Jesuits and all other Catholic priests to leave the country, and reimposed the collection of fines for recusancy. James changed his focus from the anxieties of English Catholics to the establishment of an Anglo-Scottish union. He also appointed Scottish nobles such as George Home to his court, which proved unpopular with the Parliament of England. Some Members of Parliament made it clear that in their view, the "effluxion of people from the Northern parts" was unwelcome, and compared them to "plants which are transported from barren ground into a more fertile one". Even more discontent resulted when the King allowed his Scottish nobles to collect the recusancy fines. There were 5,560 convicted of recusancy in 1605, of whom 112 were landowners. The very few Catholics of great wealth who refused to attend services at their parish church were fined £20 per month. Those of more moderate means had to pay two-thirds of their annual rental income; middle class recusants were fined one shilling a week, although the collection of all these fines was "haphazard and negligent". When James came to power, almost £5,000 a year (equivalent to almost £12 million in 2020) was being raised by these fines. On 19 March, the King gave his opening speech to his first English Parliament in which he spoke of his desire to secure peace, but only by "profession of the true religion". He also spoke of a Christian union and reiterated his desire to avoid religious persecution. For the Catholics, the King's speech made it clear that they were not to "increase their number and strength in this Kingdom", that "they might be in hope to erect their Religion again". To Father John Gerard, these words were almost certainly responsible for the heightened levels of persecution the members of his faith now suffered, and for the priest Oswald Tesimond they were a rebuttal of the early claims that the King had made, upon which the papists had built their hopes. A week after James's speech, Lord Sheffield informed the king of over 900 recusants brought before the Assizes in Normanby, and on 24 April a Bill was introduced in Parliament which threatened to outlaw all English followers of the Catholic Church. Plot The conspirators' principal aim was to kill King James, but many other important targets would also be present at the State Opening, including the monarch's nearest relatives and members of the Privy Council. The senior judges of the English legal system, most of the Protestant aristocracy, and the bishops of the Church of England would all have attended in their capacity as members of the House of Lords, along with the members of the House of Commons. Another important objective was the kidnapping of the King's daughter, Elizabeth. Housed at Coombe Abbey near Coventry, she lived only ten miles north of Warwick—convenient for the plotters, most of whom lived in the Midlands. Once the King and his Parliament were dead, the plotters intended to install Elizabeth on the English throne as a titular Queen. The fate of her brothers, Henry and Charles, would be improvised; their role in state ceremonies was, as yet, uncertain. The plotters planned to use Henry Percy, 9th Earl of Northumberland, as Elizabeth's regent, but most likely never informed him of this. Initial recruitment Robert Catesby (1573–1605), a man of "ancient, historic and distinguished lineage", was the inspiration behind the plot. He was described by contemporaries as "a good-looking man, about six feet tall, athletic and a good swordsman". Along with several other conspirators, he took part in the Essex Rebellion in 1601, during which he was wounded and captured. Queen Elizabeth allowed him to escape with his life after fining him 4,000 marks (equivalent to more than £6 million in 2008), after which he sold his estate in Chastleton. In 1603 Catesby helped to organise a mission to the new king of Spain, Philip III, urging Philip to launch an invasion attempt on England, which they assured him would be well supported, particularly by the English Catholics. Thomas Wintour (1571–1606) was chosen as the emissary, but the Spanish king, although sympathetic to the plight of Catholics in England, was intent on making peace with James. Wintour had also attempted to convince the Spanish envoy Don Juan de Tassis that "3,000 Catholics" were ready and waiting to support such an invasion. Concern was voiced by Pope Clement VIII that using violence to achieve a restoration of Catholic power in England would result in the destruction of those that remained. According to contemporary accounts, in February 1604 Catesby invited Thomas Wintour to his house in Lambeth, where they discussed Catesby's plan to re-establish Catholicism in England by blowing up the House of Lords during the State Opening of Parliament. Wintour was known as a competent scholar, able to speak several languages, and he had fought with the English army in the Netherlands. His uncle, Francis Ingleby, had been executed for being a Catholic priest in 1586, and Wintour later converted to Catholicism. Also present at the meeting was John Wright, a devout Catholic said to be one of the best swordsmen of his day, and a man who had taken part with Catesby in the Earl of Essex's rebellion three years earlier. Despite his reservations over the possible repercussions should the attempt fail, Wintour agreed to join the conspiracy, perhaps persuaded by Catesby's rhetoric: "Let us give the attempt and where it faileth, pass no further." Wintour travelled to Flanders to enquire about Spanish support. While there he sought out Guy Fawkes (1570–1606), a committed Catholic who had served as a soldier in the Southern Netherlands under the command of William Stanley, and who in 1603 was recommended for a captaincy. Accompanied by John Wright's brother Christopher, Fawkes had also been a member of the 1603 delegation to the Spanish court pleading for an invasion of England. Wintour told Fawkes that "some good frends of his wished his company in Ingland", and that certain gentlemen "were uppon a resolution to doe some whatt in Ingland if the pece with Spain healped us nott". The two men returned to England late in April 1604, telling Catesby that Spanish support was unlikely. Thomas Percy, Catesby's friend and John Wright's brother-in-law, was introduced to the plot several weeks later. Percy had found employment with his kinsman the Earl of Northumberland, and by 1596 was his agent for the family's northern estates. About 1600–1601 he served with his patron in the Low Countries. At some point during Northumberland's command in the Low Countries, Percy became his agent in his communications with James. Percy was reputedly a "serious" character who had converted to the Catholic faith. His early years were, according to a Catholic source, marked by a tendency to rely on "his sword and personal courage". Northumberland, although not a Catholic himself, planned to build a strong relationship with James I in order to better the prospects of English Catholics, and to reduce the family disgrace caused by his separation from his wife Martha Wright, a favourite of Elizabeth I. Thomas Percy's meetings with James seemed to go well. Percy returned with promises of support for the Catholics, and Northumberland believed that James would go so far as to allow Mass in private houses, so as not to cause public offence. Percy, keen to improve his standing, went further, claiming that the future King would guarantee the safety of English Catholics. Initial planning The first meeting between the five conspirators took place on 20 May 1604, probably at the Duck and Drake Inn, just off the Strand, Thomas Wintour's usual residence when staying in London. Catesby, Thomas Wintour, and John Wright were in attendance, joined by Guy Fawkes and Thomas Percy. Alone in a private room, the five plotters swore an oath of secrecy on a prayer book. By coincidence, and ignorant of the plot, Father John Gerard (a friend of Catesby's) was celebrating Mass in another room, and the five men subsequently received the Eucharist. Further recruitment Following their oath, the plotters left London and returned to their homes. The adjournment of Parliament gave them, they thought, until February 1605 to finalise their plans. On 9 June, Percy's patron, the Earl of Northumberland, appointed him to the Honourable Corps of Gentlemen at Arms, a mounted troop of 50 bodyguards to the King. This role gave Percy reason to seek a base in London, and a small property near the Prince's Chamber owned by Henry Ferrers, a tenant of John Whynniard, was chosen. Percy arranged for the use of the house through Northumberland's agents, Dudley Carleton and John Hippisley. Fawkes, using the pseudonym "John Johnson", took charge of the building, posing as Percy's servant. The building was occupied by Scottish commissioners appointed by the King to consider his plans for the unification of England and Scotland, so the plotters hired Catesby's lodgings in Lambeth, on the opposite bank of the Thames, from where their stored gunpowder and other supplies could be conveniently rowed across each night. Meanwhile, King James continued with his policies against the Catholics, and Parliament pushed through anti-Catholic legislation, until its adjournment on 7 July. The conspirators returned to London in October 1604, when Robert Keyes, a "desperate man, ruined and indebted", was admitted to the group. His responsibility was to take charge of Catesby's house in Lambeth, where the gunpowder and other supplies were to be stored. Keyes's family had notable connections; his wife's employer was the Catholic Lord Mordaunt. Tall, with a red beard, he was seen as trustworthy and, like Fawkes, capable of looking after himself. In December Catesby recruited his servant, Thomas Bates, into the plot, after the latter accidentally became aware of it. It was announced on 24 December that the re-opening of Parliament would be delayed. Concern over the plague meant that rather than sitting in February, as the plotters had originally planned for, Parliament would not sit again until 3 October 1605. The contemporaneous account of the prosecution claimed that during this delay the conspirators were digging a tunnel beneath Parliament. This may have been a government fabrication, as no evidence for the existence of a tunnel was presented by the prosecution, and no trace of one has ever been found. The account of a tunnel comes directly from Thomas Wintour's confession, and Guy Fawkes did not admit the existence of such a scheme until his fifth interrogation. Logistically, digging a tunnel would have proved extremely difficult, especially as none of the conspirators had any experience of mining. If the story is true, by 6 December the Scottish commissioners had finished their work, and the conspirators were busy tunnelling from their rented house to the House of Lords. They ceased their efforts when, during tunnelling, they heard a noise from above. The noise turned out to be the then-tenant's widow, who was clearing out the undercroft directly beneath the House of Lords—the room where the plotters eventually stored the gunpowder. By the time the plotters reconvened at the start of the old style new year on Lady Day, 25 March, three more had been admitted to their ranks; Robert Wintour, John Grant, and Christopher Wright. The additions of Wintour and Wright were obvious choices. Along with a small fortune, Robert Wintour inherited Huddington Court (a known refuge for priests) near Worcester, and was reputedly a generous and well-liked man. A devout Catholic, he married Gertrude, the daughter of John Talbot of Grafton, from a prominent Worcestershire family of recusants. Christopher Wright (1568–1605), John's brother, had also taken part in the Earl of Essex's revolt and had moved his family to Twigmore in Lincolnshire, then known as something of a haven for priests. John Grant was married to Wintour's sister, Dorothy, and was lord of the manor of Norbrook near Stratford-upon-Avon. Reputed to be an intelligent, thoughtful man, he sheltered Catholics at his home at Snitterfield, and was another who had been involved in the Essex revolt of 1601. Undercroft In addition, 25 March was the day on which the plotters purchased the lease to the undercroft they had supposedly tunnelled near to, owned by John Whynniard. The Palace of Westminster in the early 17th century was a warren of buildings clustered around the medieval chambers, chapels, and halls of the former royal palace that housed both Parliament and the various royal law courts. The old palace was easily accessible; merchants, lawyers, and others lived and worked in the lodgings, shops and taverns within its precincts. Whynniard's building was along a right-angle to the House of Lords, alongside a passageway called Parliament Place, which itself led to Parliament Stairs and the River Thames. Undercrofts were common features at the time, used to house a variety of materials including food and firewood. Whynniard's undercroft, on the ground floor, was directly beneath the first-floor House of Lords, and may once have been part of the palace's medieval kitchen. Unused and filthy, its location was ideal for what the group planned to do. In the second week of June Catesby met in London the principal Jesuit in England, Father Henry Garnet, and asked him about the morality of entering into an undertaking which might involve the destruction of the innocent, together with the guilty. Garnet answered that such actions could often be excused, but according to his own account later admonished Catesby during a second meeting in July in Essex, showing him a letter from the pope which forbade rebellion. Soon after, the Jesuit priest Oswald Tesimond told Garnet he had taken Catesby's confession, in the course of which he had learnt of the plot. Garnet and Catesby met for a third time on 24 July 1605, at the house of the wealthy catholic Anne Vaux in Enfield Chase. Garnet decided that Tesimond's account had been given under the seal of the confessional, and that canon law therefore forbade him to repeat what he had heard. Without acknowledging that he was aware of the precise nature of the plot, Garnet attempted to dissuade Catesby from his course, to no avail. Garnet wrote to a colleague in Rome, Claudio Acquaviva, expressing his concerns about open rebellion in England. He also told Acquaviva that "there is a risk that some private endeavour may commit treason or use force against the King", and urged the pope to issue a public brief against the use of force. According to Fawkes, 20 barrels of gunpowder were brought in at first, followed by 16 more on 20 July. The supply of gunpowder was theoretically controlled by the government, but it was easily obtained from illicit sources. On 28 July, the ever-present threat of the plague again delayed the opening of Parliament, this time until Tuesday 5 November. Fawkes left the country for a short time. The King, meanwhile, spent much of the summer away from the city, hunting. He stayed wherever was convenient, including on occasion at the houses of prominent Catholics. Garnet, convinced that the threat of an uprising had receded, travelled the country on a pilgrimage. It is uncertain when Fawkes returned to England, but he was back in London by late August, when he and Wintour discovered that the gunpowder stored in the undercroft had decayed. More gunpowder was brought into the room, along with firewood to conceal it. The final three conspirators were recruited in late 1605. At Michaelmas, Catesby persuaded the staunchly Catholic Ambrose Rookwood to rent Clopton House near Stratford-upon-Avon. Rookwood was a young man with recusant connections, whose stable of horses at Coldham Hall in Stanningfield, Suffolk was an important factor in his enlistment. His parents, Robert Rookwood and Dorothea Drury, were wealthy landowners, and had educated their son at a Jesuit school near Calais. Everard Digby was a young man who was generally well liked, and lived at Gayhurst House in Buckinghamshire. He had been knighted by the King in April 1603, and was converted to Catholicism by Gerard. Digby and his wife, Mary Mulshaw, had accompanied the priest on his pilgrimage, and the two men were reportedly close friends. Digby was asked by Catesby to rent Coughton Court near Alcester. Digby also promised £1,500 after Percy failed to pay the rent due for the properties he had taken in Westminster. Finally, on 14 October Catesby invited Francis Tresham into the conspiracy. Tresham was the son of the Catholic Thomas Tresham, and a cousin to Robert Catesby—the two had been raised together. He was also the heir to his father's large fortune, which had been depleted by recusant fines, expensive tastes, and by Francis and Catesby's involvement in the Essex revolt. Catesby and Tresham met at the home of Tresham's brother-in-law and cousin, Lord Stourton. In his confession, Tresham claimed that he had asked Catesby if the plot would damn their souls, to which Catesby had replied it would not, and that the plight of England's Catholics required that it be done. Catesby also apparently asked for £2,000, and the use of Rushton Hall in Northamptonshire. Tresham declined both offers (although he did give £100 to Thomas Wintour), and told his interrogators that he had moved his family from Rushton to London in advance of the plot; hardly the actions of a guilty man, he claimed. Monteagle letter The details of the plot were finalised in October, in a series of taverns across London and Daventry. Fawkes would be left to light the fuse and then escape across the Thames, while simultaneously a revolt in the Midlands would help to ensure the capture of the King's daughter, Elizabeth. Fawkes would leave for the continent, to explain events in England to the European Catholic powers. The wives of those involved and Anne Vaux (a friend of Garnet who often shielded priests at her home) became increasingly concerned by what they suspected was about to happen. Several of the conspirators expressed worries about the safety of fellow Catholics who would be present in Parliament on the day of the planned explosion. Percy was concerned for his patron, Northumberland, and the young Earl of Arundel's name was brought up; Catesby suggested that a minor wound might keep him from the chamber on that day. The Lords Vaux, Montagu, Monteagle, and Stourton were also mentioned. Keyes suggested warning Lord Mordaunt, his wife's employer, to derision from Catesby. On Saturday 26 October, Monteagle (Tresham's brother-in-law) arranged a meal in a long-disused house at Hoxton. Suddenly a servant appeared saying he had been handed a letter for Lord Monteagle from a stranger in the road. Monteagle ordered it to be read aloud to the company. "By this prearranged manoeuvre Francis Tresham sought at the same time to prevent the Plot and forewarn his friends" (H Trevor-Roper). Uncertain of the letter's meaning, Monteagle promptly rode to Whitehall and handed it to Cecil (then Earl of Salisbury). Salisbury informed the Earl of Worcester, considered to have recusant sympathies, and the suspected Catholic Henry Howard, 1st Earl of Northampton, but kept news of the plot from the King, who was busy hunting in Cambridgeshire and not expected back for several days. Monteagle's servant, Thomas Ward, had family connections with the Wright brothers, and sent a message to Catesby about the betrayal. Catesby, who had been due to go hunting with the King, suspected that Tresham was responsible for the letter, and with Thomas Wintour confronted the recently recruited conspirator. Tresham managed to convince the pair that he had not written the letter, but urged them to abandon the plot. Salisbury was already aware of certain stirrings before he received the letter, but did not yet know the exact nature of the plot, or who exactly was involved. He therefore elected to wait, to see how events unfolded. Discovery The letter was shown to the King on Friday 1 November following his arrival back in London. Upon reading it, James immediately seized upon the word "blow" and felt that it hinted at "some strategem of fire and powder", perhaps an explosion exceeding in violence the one that killed his father, Lord Darnley, at Kirk o' Field in 1567. Keen not to seem too intriguing, and wanting to allow the King to take the credit for unveiling the conspiracy, Salisbury feigned ignorance. The following day members of the Privy Council visited the King at the Palace of Whitehall and informed him that, based on the information that Salisbury had given them a week earlier, on Monday the Lord Chamberlain Thomas Howard, 1st Earl of Suffolk would undertake a search of the Houses of Parliament, "both above and below". On Sunday 3 November Percy, Catesby and Wintour had a final meeting, where Percy told his colleagues that they should "abide the uttermost triall", and reminded them of their ship waiting at anchor on the Thames. By 4 November Digby was ensconced with a "hunting party" at Dunchurch, ready to abduct Elizabeth. The same day, Percy visited the Earl of Northumberland—who was uninvolved in the conspiracy—to see if he could discern what rumours surrounded the letter to Monteagle. Percy returned to London and assured Wintour, John Wright, and Robert Keyes that they had nothing to be concerned about, and returned to his lodgings on Gray's Inn Road. That same evening Catesby, likely accompanied by John Wright and Bates, set off for the Midlands. Fawkes visited Keyes, and was given a pocket watch left by Percy, to time the fuse, and an hour later Rookwood received several engraved swords from a local cutler. Although two accounts of the number of searches and their timing exist, according to the King's version, the first search of the buildings in and around Parliament was made on Monday 4 November—as the plotters were busy making their final preparations—by Suffolk, Monteagle, and John Whynniard. They found a large pile of firewood in the undercroft beneath the House of Lords, accompanied by what they presumed to be a serving man (Fawkes), who told them that the firewood belonged to his master, Thomas Percy. They left to report their findings, at which time Fawkes also left the building. The mention of Percy's name aroused further suspicion as he was already known to the authorities as a Catholic agitator. The King insisted that a more thorough search be undertaken. Late that night, the search party, headed by Thomas Knyvet, returned to the undercroft. They again found Fawkes, dressed in a cloak and hat, and wearing boots and spurs. He was arrested, whereupon he gave his name as John Johnson. He was carrying a lantern now held in the Ashmolean Museum, Oxford, and a search of his person revealed a pocket watch, several slow matches and touchwood. 36 barrels of gunpowder were discovered hidden under piles of faggots and coal. Fawkes was taken to the King early on the morning of 5 November. Flight As news of "John Johnson's" arrest spread among the plotters still in London, most fled northwest, along Watling Street. Christopher Wright and Thomas Percy left together. Rookwood left soon after, and managed to cover 30 miles in two hours on one horse. He overtook Keyes, who had set off earlier, then Wright and Percy at Little Brickhill, before catching Catesby, John Wright, and Bates on the same road. Reunited, the group continued northwest to Dunchurch, using horses provided by Digby. Keyes went to Mordaunt's house at Drayton. Meanwhile, Thomas Wintour stayed in London, and even went to Westminster to see what was happening. When he realised the plot had been uncovered, he took his horse and made for his sister's house at Norbrook, before continuing to Huddington Court. The group of six conspirators stopped at Ashby St Ledgers at about 6 pm, where they met Robert Wintour and updated him on their situation. They then continued on to Dunchurch, and met with Digby. Catesby convinced him that despite the plot's failure, an armed struggle was still a real possibility. He announced to Digby's "hunting party" that the King and Salisbury were dead, before the fugitives moved west to Warwick. In London, news of the plot was spreading, and the authorities set extra guards on the city gates, closed the ports, and protected the house of the Spanish Ambassador, which was surrounded by an angry mob. An arrest warrant was issued against Thomas Percy, and his patron, the Earl of Northumberland, was placed under house arrest. In "John Johnson's" initial interrogation he revealed nothing other than the name of his mother, and that he was from Yorkshire. A letter to Guy Fawkes was discovered on his person, but he claimed that name was one of his aliases. Far from denying his intentions, "Johnson" stated that it had been his purpose to destroy the King and Parliament. Nevertheless, he maintained his composure and insisted that he had acted alone. His unwillingness to yield so impressed the King that he described him as possessing "a Roman resolution". Investigation On 6 November, the Lord Chief Justice, Sir John Popham (a man with a deep-seated hatred of Catholics) questioned Rookwood's servants. By the evening he had learned the names of several of those involved in the conspiracy: Catesby, Rookwood, Keyes, Wynter , John and Christopher Wright, and Grant. "Johnson" meanwhile persisted with his story, and along with the gunpowder he was found with, was moved to the Tower of London, where the King had decided that "Johnson" would be tortured. The use of torture was forbidden, except by royal prerogative or a body such as the Privy Council or Star Chamber. In a letter of 6 November James wrote: "The gentler tortours [tortures] are to be first used unto him, et sic per gradus ad ima tenditur [and thus by steps extended to the bottom depths], and so God speed your good work." "Johnson" may have been placed in manacles and hung from the wall, but he was almost certainly subjected to the horrors of the rack. On 7 November his resolve was broken; he confessed late that day, and again over the following two days. Last stand On 6 November, with Fawkes maintaining his silence, the fugitives raided Warwick Castle for supplies, then continued to Norbrook to collect weapons. From there they continued their journey to Huddington. Bates left the group and travelled to Coughton Court to deliver a letter from Catesby, to Father Garnet and the other priests, informing them of what had transpired, and asking for their help in raising an army. Garnet replied by begging Catesby and his followers to stop their "wicked actions", before himself fleeing. Several priests set out for Warwick, worried about the fate of their colleagues. They were caught, and then imprisoned in London. Catesby and the others arrived at Huddington early in the afternoon, and were met by Thomas Wintour. They received practically no support or sympathy from those they met, including family members, who were terrified at the prospect of being associated with treason. They continued on to Holbeche House on the border of Staffordshire, the home of Stephen Littleton, a member of their ever-decreasing band of followers. Whilst there Stephen Littleton and Thomas Wintour went to 'Pepperhill', the Shropshire residence at Boningale of John Talbot, Robert Wintour's father-in-law, to gain support but to no avail. Tired and desperate, they spread out some of the now-soaked gunpowder in front of the fire, to dry out. Although gunpowder does not explode unless physically contained, a spark from the fire landed on the powder and the resultant flames engulfed Catesby, Rookwood, Grant, and a man named Morgan (a member of the hunting party). Thomas Wintour and Littleton, on their way from Huddington to Holbeche House, were told by a messenger that Catesby had died. At that point, Littleton left, but Thomas arrived at the house to find Catesby alive, albeit scorched. John Grant was not so lucky, and had been blinded by the fire. Digby, Robert Wintour and his half-brother John, and Thomas Bates, had all left. Of the plotters, only the singed figures of Catesby and Grant, and the Wright brothers, Rookwood, and Percy, remained. The fugitives resolved to stay in the house and wait for the arrival of the King's men. Richard Walsh (Sheriff of Worcestershire) and his company of 200 men besieged Holbeche House on the morning of 8 November. Thomas Wintour was hit in the shoulder while crossing the courtyard. John Wright was shot, followed by his brother, and then Rookwood. Catesby and Percy were reportedly killed by a single lucky shot. The attackers rushed the property, and stripped the dead or dying defenders of their clothing. Grant, Morgan, Rookwood, and Wintour were arrested. Reaction Bates and Keyes were captured shortly after Holbeche House was taken. Digby, who had intended to give himself up, was caught by a small group of pursuers. Tresham was arrested on 12 November, and taken to the Tower three days later. Montague, Mordaunt, and Stourton (Tresham's brother-in-law) were also imprisoned in the Tower. The Earl of Northumberland joined them on 27 November. Meanwhile, the government used the revelation of the plot to accelerate its persecution of Catholics. The home of Anne Vaux at Enfield Chase was searched, revealing the presence of trap doors and hidden passages. A terrified servant then revealed that Garnet, who had often stayed at the house, had recently given a Mass there. Father John Gerard was secreted at the home of Elizabeth Vaux, in Harrowden. Vaux was taken to London for interrogation. There she was resolute; she had never been aware that Gerard was a priest, she had presumed he was a "Catholic gentleman", and she did not know of his whereabouts. The homes of the conspirators were searched, and looted; Mary Digby's household was ransacked, and she was made destitute. Some time before the end of November, Garnet moved to Hindlip Hall near Worcester, the home of the Habingtons, where he wrote a letter to the Privy Council protesting his innocence. The foiling of the Gunpowder Plot initiated a wave of national relief at the delivery of the King and his sons, and inspired in the ensuing parliament a mood of loyalty and goodwill, which Salisbury astutely exploited to extract higher subsidies for the King than any (bar one) granted in Elizabeth I's reign. Walter Raleigh, who was languishing in the Tower owing to his involvement in the Main Plot, and whose wife was a first cousin of Lady Catesby, declared he had had no knowledge of the conspiracy. The Bishop of Rochester gave a sermon at St. Paul's Cross, in which he condemned the plot. In his speech to both Houses on 9 November, James expounded on two emerging preoccupations of his monarchy: the divine right of kings and the Catholic question. He insisted that the plot had been the work of only a few Catholics, not of the English Catholics as a whole, and he reminded the assembly to rejoice at his survival, since kings were divinely appointed and he owed his escape to a miracle. Salisbury wrote to his English ambassadors abroad, informing them of what had occurred, and also reminding them that the King bore no ill will to his Catholic neighbours. The foreign powers largely distanced themselves from the plotters, calling them atheists and Protestant heretics. Interrogations Sir Edward Coke was in charge of the interrogations. Over a period of about ten weeks, in the Lieutenant's Lodgings at the Tower of London (now known as the Queen's House) he questioned those who had been implicated in the plot. For the first round of interrogations, no real proof exists that these people were tortured, although on several occasions Salisbury certainly suggested that they should be. Coke later revealed that the threat of torture was in most cases enough to elicit a confession from those caught up in the aftermath of the plot. Only two confessions were printed in full: Fawkes's confession of 8 November, and Wintour's of 23 November. Having been involved in the conspiracy from the start (unlike Fawkes), Wintour was able to give extremely valuable information to the Privy Council. The handwriting on his testimony is almost certainly that of the man himself, but his signature was markedly different. Wintour had previously only ever signed his name as such, but his confession is signed "Winter", and since he had been shot in the shoulder, the steady hand used to write the signature may indicate some measure of government interference—or it may indicate that writing a shorter version of his name was less painful. Wintour's testimony makes no mention of his brother, Robert. Both were published in the so-called King's Book, a hastily written official account of the conspiracy published in late November 1605. Henry Percy, Earl of Northumberland, was in a difficult position. His midday dinner with Thomas Percy on 4 November was damning evidence against him, and after Thomas Percy's death there was nobody who could either implicate him or clear him. The Privy Council suspected that Northumberland would have been Princess Elizabeth's protector had the plot succeeded, but there was insufficient evidence to convict him. Northumberland remained in the Tower and on 27 June 1606 was finally charged with contempt. He was stripped of all public offices, fined £30,000 (about £ in ), and kept in the Tower until June 1621. The Lords Mordaunt and Stourton were tried in the Star Chamber. They were condemned to imprisonment in the Tower, where they remained until 1608, when they were transferred to the Fleet Prison. Both were also given significant fines. Several other people not involved in the conspiracy, but known or related to the conspirators, were also questioned. Northumberland's brothers, Sir Allen and Sir Josceline Percy, were arrested. Lord Montagu had employed Fawkes at an early age, and had also met Catesby on 29 October, and was therefore of interest; he was released several months later. Agnes Wenman was from a Catholic family, and related to Elizabeth Vaux. She was examined twice but the charges against her were eventually dropped. Percy's secretary and later the controller of Northumberland's household, Dudley Carleton, had leased the vault where the gunpowder was stored, and consequently he was imprisoned in the Tower. Salisbury believed his story, and authorised his release. Jesuits Thomas Bates confessed on 4 December, providing much of the information that Salisbury needed to link the Catholic clergy to the plot. Bates had been present at most of the conspirators' meetings, and under interrogation he implicated Father Tesimond in the plot. On 13 January 1606 he described how he had visited Garnet and Tesimond on 7 November to inform Garnet of the plot's failure. Bates also told his interrogators of his ride with Tesimond to Huddington, before the priest left him to head for the Habingtons at Hindlip Hall, and of a meeting between Garnet, Gerard, and Tesimond in October 1605. At about the same time in December, Tresham's health began to deteriorate. He was visited regularly by his wife, a nurse, and his servant William Vavasour, who documented his strangury. Before he died Tresham had also told of Garnet's involvement with the 1603 mission to Spain, but in his last hours he retracted some of these statements. Nowhere in his confession did he mention the Monteagle letter. He died early on the morning of 23 December, and was buried in the Tower. Nevertheless he was attainted along with the other plotters, his head was set on a pike either (accounts differ) at Northampton or London Bridge, and his estates confiscated. On 15 January a proclamation named Father Garnet, Father Gerard, and Father Greenway (Tesimond) as wanted men. Tesimond and Gerard escaped the country and lived out their days in freedom. Several days earlier, on 9 January, Robert Wintour and Stephen Littleton were captured. They had been hiding at Hagley, the home of Humphrey Littleton, brother of MP John Littleton, imprisoned for treason in 1601 for his part in the Essex revolt. They were betrayed by a cook, who grew suspicious of the amount of food sent up for his master's consumption. Humphrey denied the presence of the two fugitives, but another servant led the authorities to their hiding place. On 20 January the local Justice of the Peace and his retainers arrived at Thomas Habington's home, Hindlip Hall, to arrest the Jesuits. Despite Thomas Habington's protests, the men spent the next four days searching the house. On 24 January, starving, two priests left their hiding places and were discovered. Humphrey Littleton, who had escaped from the authorities at Hagley, got as far as Prestwood in Staffordshire before he was captured. He was imprisoned, and then condemned to death at Worcester. On 26 January, in exchange for his life, he told the authorities where they could find Father Garnet. Worn down by hiding for so long, Garnet, accompanied by another priest, emerged from his priest hole the next day. Trials By coincidence, on the same day that Garnet was found, the surviving conspirators were arraigned in Westminster Hall. Seven of the prisoners were taken from the Tower to the Star Chamber by barge. Bates, who was considered lower class, was brought from the Gatehouse Prison. Some of the prisoners were reportedly despondent, but others were nonchalant, even smoking tobacco. The King and his family, hidden from view, were among the many who watched the trial. The Lords Commissioners present were the Earls of Suffolk, Worcester, Northampton, Devonshire, and Salisbury. Sir John Popham was Lord Chief Justice, Sir Thomas Fleming was Lord Chief Baron of the Exchequer, and two Justices, Sir Thomas Walmsley and Sir Peter Warburton, sat as Justices of the Common Pleas. The list of traitors' names was read aloud, beginning with those of the priests: Garnet, Tesimond, and Gerard. The first to speak was the Speaker of the House of Commons (later Master of the Rolls), Sir Edward Philips, who described the intent behind the plot in lurid detail. He was followed by the Attorney-General Sir Edward Coke, who began with a long speech—the content of which was heavily influenced by Salisbury—that included a denial that the King had ever made any promises to the Catholics. Monteagle's part in the discovery of the plot was welcomed, and denunciations of the 1603 mission to Spain featured strongly. Fawkes's protestations that Gerard knew nothing of the plot were omitted from Coke's speech. The foreign powers, when mentioned, were accorded due respect, but the priests were accursed, their behaviour analysed and criticised wherever possible. There was little doubt, according to Coke, that the plot had been invented by the Jesuits. Garnet's meeting with Catesby, at which the former was said to have absolved the latter of any blame in the plot, was proof enough that the Jesuits were central to the conspiracy; according to Coke the Gunpowder Plot would always be known as the Jesuit Treason. Coke spoke with feeling of the probable fate of the Queen and the rest of the King's family, and of the innocents who would have been caught up in the explosion. Each of the condemned, said Coke, would be drawn backwards to his death, by a horse, his head near the ground. He was to be "put to death halfway between heaven and earth as unworthy of both". His genitals would be cut off and burnt before his eyes, and his bowels and heart then removed. Then he would be decapitated, and the dismembered parts of his body displayed so that they might become "prey for the fowls of the air". Confessions and declarations from the prisoners were then read aloud, and finally the prisoners were allowed to speak. Rookwood claimed that he had been drawn into the plot by Catesby, "whom he loved above any worldy man". Thomas Wintour begged to be hanged for himself and his brother, so that his brother might be spared. Fawkes explained his not guilty plea as ignorance of certain aspects of the indictment. Keyes appeared to accept his fate, Bates and Robert Wintour begged for mercy, and Grant explained his involvement as "a conspiracy intended but never effected". Only Digby, tried on a separate indictment, pleaded guilty, insisting that the King had reneged upon promises of toleration for Catholics, and that affection for Catesby and love of the Catholic cause mitigated his actions. He sought death by the axe and begged mercy from the King for his young family. His defence was in vain; his arguments were rebuked by Coke and Northumberland, and along with his seven co-conspirators, he was found guilty by the jury of high treason. Digby shouted "If I may but hear any of your lordships say, you forgive me, I shall go more cheerfully to the gallows." The response was short: "God forgive you, and we do." Garnet may have been questioned on as many as 23 occasions. His response to the threat of the rack was "Minare ista pueris [Threats are only for boys]", and he denied having encouraged Catholics to pray for the success of the "Catholic Cause". His interrogators resorted to the forgery of correspondence between Garnet and other Catholics, but to no avail. His jailers then allowed him to talk with another priest in a neighbouring cell, with eavesdroppers listening to every word. Eventually Garnet let slip a crucial piece of information, that there was only one man who could testify that he had any knowledge of the plot. Under torture Garnet admitted that he had heard of the plot from fellow Jesuit Oswald Tesimond, who had learnt of it in confession from Catesby. Garnet was charged with high treason and tried in the Guildhall on 28 March, in a trial lasting from 8 am until 7 pm. According to Coke, Garnet instigated the plot: "[Garnet] hath many gifts and endowments of nature, by art learned, a good linguist and, by profession, a Jesuit and a Superior as indeed he is Superior to all his predecessors in devilish treason, a Doctor of Dissimulation, Deposing of Princes, Disposing of Kingdoms, Daunting and deterring of subjects, and Destruction." Garnet refuted all the charges against him, and explained the Catholic position on such matters, but he was nevertheless found guilty and sentenced to death. Executions Although Catesby and Percy escaped the executioner, their bodies were exhumed and decapitated, and their heads exhibited on spikes outside the House of Lords. On a cold 30 January, Everard Digby, Robert Wintour, John Grant, and Thomas Bates, were tied to hurdles – wooden panels – and dragged through the crowded streets of London to St Paul's Churchyard. Digby, the first to mount the scaffold, asked the spectators for forgiveness, and refused the attentions of a Protestant clergyman. He was stripped of his clothing, and wearing only a shirt, climbed the ladder to place his head through the noose. He was quickly cut down, and while still fully conscious was castrated, disembowelled, and then quartered, along with the three other prisoners. The following day, Thomas Wintour, Ambrose Rookwood, Robert Keyes, and Guy Fawkes were hanged, drawn and quartered, opposite the building they had planned to blow up, in the Old Palace Yard at Westminster. Keyes did not wait for the hangman's command and jumped from the gallows, but he survived the drop and was led to the quartering block. Although weakened by his torture, Fawkes managed to jump from the gallows and break his neck, thus avoiding the agony of the gruesome latter part of his execution. Steven Littleton was executed at Stafford. His cousin Humphrey, despite his co-operation with the authorities, met his end at Red Hill near Worcester. Henry Garnet's execution took place on 3 May 1606. Aftermath Greater freedom for Roman Catholics to worship as they chose seemed unlikely in 1604, but the discovery of such a wide-ranging conspiracy, the capture of those involved, and the subsequent trials, led Parliament to consider introducing new anti-Catholic legislation. The event also destroyed all hope that the Spanish would ever secure tolerance of the Catholics in England. In the summer of 1606, laws against recusancy were strengthened; the Popish Recusants Act returned England to the Elizabethan system of fines and restrictions, introduced a sacramental test, and an Oath of Allegiance, requiring Catholics to abjure as a "heresy" the doctrine that "princes excommunicated by the Pope could be deposed or assassinated". Catholic Emancipation took another 200 years, but many important and loyal Catholics retained high office during King James I's reign. Although there was no "golden time" of "toleration" of Catholics, which Father Garnet had hoped for, James's reign was nevertheless a period of relative leniency for Catholics, and few were subject to prosecution. The playwright William Shakespeare had already used the family history of Northumberland's family in his Henry IV series of plays, and the events of the Gunpowder Plot seem to have featured alongside the earlier Gowrie conspiracy in Macbeth, written some time between 1603 and 1607. Interest in the demonic was heightened by the Gunpowder Plot. The King had become engaged in the great debate about other-worldly powers in writing his Daemonologie in 1599, before he became King of England as well as Scotland. Inversions seen in such lines as "fair is foul and foul is fair" are used frequently, and another possible reference to the plot relates to the use of equivocation; Garnet's A Treatise of Equivocation was found on one of the plotters. Another writer influenced by the plot was John Milton, who in 1626 wrote what one commentator has called a "critically vexing poem", In Quintum Novembris. Reflecting "partisan public sentiment on an English-Protestant national holiday", in the published editions of 1645 and 1673 the poem is preceded by five epigrams on the subject of the Gunpowder Plot, apparently written by Milton in preparation for the larger work. The plot may also have influenced his later work, Paradise Lost. The Gunpowder Plot was commemorated for years by special sermons and other public acts, such as the ringing of church bells. It added to an increasingly full calendar of Protestant celebrations that contributed to the national and religious life of 17th-century England, and has evolved into the Bonfire Night of today. In What If the Gunpowder Plot Had Succeeded? historian Ronald Hutton considered the events which might have followed a successful implementation of the plot, and the destruction of the House of Lords and all those within it. He concluded that a severe backlash against suspected Catholics would have followed, and that without foreign assistance a successful rebellion would have been unlikely; despite differing religious convictions, most Englishmen were loyal to the institution of the monarchy. England might have become a more "Puritan absolute monarchy", as "existed in Sweden, Denmark, Saxony, and Prussia in the seventeenth century", rather than following the path of parliamentary and civil reform that it did. Accusations of state conspiracy Many at the time felt that Salisbury had been involved in the plot to gain favour with the King and enact more stridently anti-Catholic legislation. Such conspiracy theories alleged that Salisbury had either actually invented the plot or allowed it to continue when his agents had already infiltrated it, for the purposes of propaganda. The Popish Plot of 1678 sparked renewed interest in the Gunpowder Plot, resulting in a book by Thomas Barlow, Bishop of Lincoln, which refuted "a bold and groundless surmise that all this was a contrivance of Secretary Cecil". In 1897 Father John Gerard of Stonyhurst College, namesake of John Gerard (who, following the plot's discovery, had evaded capture), wrote an account called What was the Gunpowder Plot?, alleging Salisbury's culpability. This prompted a refutation later that year by Samuel Gardiner, who argued that Gerard had gone too far in trying to "wipe away the reproach" which the plot had exacted on generations of English Catholics. Gardiner portrayed Salisbury as guilty of nothing more than opportunism. Subsequent attempts to prove Salisbury's involvement, such as Francis Edwards's 1969 work Guy Fawkes: the real story of the gunpowder plot?, have similarly foundered on the lack of any clear evidence. The cellars under the Houses of Parliament continued to be leased out to private individuals until 1678, when news of the Popish Plot broke. It was then considered prudent to search the cellars on the day before each State Opening of Parliament, a ritual that survives to this day. Bonfire Night In January 1606, during the first sitting of Parliament since the plot, the Observance of 5th November Act 1605 was passed, making services and sermons commemorating the event an annual feature of English life; the act remained in force until 1859. The tradition of marking the day with the ringing of church bells and bonfires started soon after the Plot's discovery, and fireworks were included in some of the earliest celebrations. In Britain, 5 November is variously called Bonfire Night, Fireworks Night, or Guy Fawkes Night. It remains the custom in Britain, on or around 5 November, to let off fireworks. Traditionally, in the weeks running up to the 5th, children made "guys"—effigies supposedly of Fawkes—usually made from old clothes stuffed with newspaper, and fitted with a grotesque mask, to be burnt on 5 November bonfire. These guys were exhibited in the street to collect money for fireworks, although this custom has become less common. The word guy thus came in the 19th century to mean an oddly dressed person, and hence in the 20th and 21st centuries to mean any male person. 5 November firework displays and bonfire parties are common throughout Britain, in major public displays and in private gardens. In some areas, particularly in Sussex, there are extensive processions, large bonfires and firework displays organised by local bonfire societies, the most elaborate of which take place in Lewes. According to the biographer Esther Forbes, the Guy Fawkes Day celebration in the pre-revolutionary American colonies was a very popular holiday. In Boston, the revelry on "Pope Night" took on anti-authoritarian overtones, and often became so dangerous that many would not venture out of their homes. Reconstructing the explosion In the 2005 ITV programme The Gunpowder Plot: Exploding The Legend, a full-size replica of the House of Lords was built and destroyed with barrels of gunpowder, totalling 1 tonne of explosives. The experiment was conducted on the Advantica-owned Spadeadam test site and demonstrated that the explosion, if the gunpowder was in good order, would have killed all those in the building. The power of the explosion was such that of the deep concrete walls making up the undercroft (replicating how archives suggest the walls of the old House of Lords were constructed), the end wall where the barrels were placed by, under the throne, was reduced to rubble, and the adjacent surviving portions of wall were shoved away. Measuring devices placed in the chamber to calculate the force of the blast were recorded as going off the scale just before their destruction by the explosion; a piece of the head of the dummy representing King James, which had been placed on a throne inside the chamber surrounded by courtiers, peers and bishops, was found a considerable distance from its initial location. According to the findings of the programme, no one within of the blast could have survived, and all of the stained glass windows in Westminster Abbey would have been shattered, as would all of the windows in the vicinity of the Palace. The explosion would have been seen from miles away and heard from further away still. Even if only half of the gunpowder had gone off, which Fawkes was apparently prepared for, everyone in the House of Lords and its environs would have been killed instantly. The programme also disproved claims that some deterioration in the quality of the gunpowder would have prevented the explosion. A portion of deliberately deteriorated gunpowder, of such low quality as to make it unusable in firearms, when placed in a heap and ignited, still managed to create a large explosion. The impact of even deteriorated gunpowder would have been magnified by its containment in wooden barrels, compensating for the quality of the contents. The compression would have created a cannon effect, with the powder first blowing up from the top of the barrel before, a millisecond later, blowing out. Calculations showed that Fawkes, who was skilled in the use of gunpowder, had deployed double the amount needed. In a test detonation of all of period-accurate gunpowder available in the UK inside the same size of barrel Fawkes had used, the experts for the project were surprised at how much more powerful an effect that compression had in creating an explosion. Some of the gunpowder guarded by Fawkes may have survived. In March 2002 workers cataloguing archives of diarist John Evelyn at the British Library found a box containing a number of gunpowder samples, including a compressed bar with a note in Evelyn's handwriting stating that it had belonged to Guy Fawkes. A further note, written in the 19th century, confirmed this provenance, although in 1952 the document acquired a new comment: "but there was none left!" See also Nicholas Owen (Jesuit) List of attacks on legislatures References Notes Footnotes Bibliography External links The Gunpowder Plot The original House of Commons Journal recording the discovery of the plot – Parliamentary Archives catalogue Digital image of the Original Thanksgiving Act following the Gunpowder Plot from the Parliamentary Archives Photograph of the Guy Fawkes Search that takes place at the start of a new Parliament – Parliamentary Archives The Palace of Westminster in 1605 from the Parliamentary Archives The Gunpowder Plot Society The story of Guy Fawkes and The Gunpowder Plot from the BBC, with archive video clips What If the Gunpowder Plot Had Succeeded? Interactive Guide: Gunpowder Plot Guardian Unlimited Website of a crew member of ITV's Exploding the Legend programme, with a photograph of the explosion Mark Nicholls, The Gunpowder Plot, Oxford Dictionary of National Biography online (accessed 7 November 2010) History.com – Gunpowder Plot 17th century in London Anti-Protestantism Conspiracies 1605 in England Attacks on legislatures 17th-century coups d'état and coup attempts Palace of Westminster
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Hera (; ; in Ionic and Homeric Greek) is the goddess of women, marriage, family and childbirth in ancient Greek religion and mythology, one of the twelve Olympians and the sister and wife of Zeus. She is the daughter of the Titans Cronus and Rhea. Hera rules over Mount Olympus as queen of the gods. A matronly figure, Hera served as both the patroness and protectress of married women, presiding over weddings and blessing marital unions. One of Hera's defining characteristics is her jealous and vengeful nature against Zeus' numerous lovers and illegitimate offspring, as well as the mortals who cross her. Hera is commonly seen with the animals she considers sacred, including the cow, lion and the peacock. Portrayed as majestic and solemn, often enthroned, and crowned with the polos (a high cylindrical crown worn by several of the Great Goddesses), Hera may hold a pomegranate in her hand, emblem of fertile blood and death and a substitute for the narcotic capsule of the opium poppy. Her Roman counterpart is Juno. Etymology The name of Hera has several possible and mutually exclusive etymologies; one possibility is to connect it with Greek ὥρα hōra, season, and to interpret it as ripe for marriage and according to Plato ἐρατή eratē, "beloved" as Zeus is said to have married her for love. According to Plutarch, Hera was an allegorical name and an anagram of aēr (ἀήρ, "air"). So begins the section on Hera in Walter Burkert's Greek Religion. In a note, he records other scholars' arguments "for the meaning Mistress as a feminine to Heros, Master." John Chadwick, a decipherer of Linear B, remarks "her name may be connected with hērōs, ἥρως, 'hero', but that is no help since it too is etymologically obscure." A. J. van Windekens, offers "young cow, heifer", which is consonant with Hera's common epithet βοῶπις (boōpis, "cow-eyed"). R. S. P. Beekes has suggested a Pre-Greek origin. Her name is attested in Mycenaean Greek written in the Linear B syllabic script as e-ra, appearing on tablets found in Pylos and Thebes, as well in the Cypriotic dialect in the dative e-ra-i. Cult Hera may have been the first deity to whom the Greeks dedicated an enclosed roofed temple sanctuary, at Samos about 800 BCE. It was replaced later by the Heraion of Samos, one of the largest of all Greek temples (altars were in front of the temples under the open sky). There were many temples built on this site so evidence is somewhat confusing and archaeological dates are uncertain. The temple created by the Rhoecus sculptors and architects was destroyed between 570–560 BCE. This was replaced by the Polycratean temple of 540–530 BCE. In one of these temples we see a forest of 155 columns. There is also no evidence of tiles on this temple suggesting either the temple was never finished or that the temple was open to the sky. Earlier sanctuaries, whose dedication to Hera is less certain, were of the Mycenaean type called "house sanctuaries". Samos excavations have revealed votive offerings, many of them late 8th and 7th centuries BCE, which show that Hera at Samos was not merely a local Greek goddess of the Aegean: the museum there contains figures of gods and suppliants and other votive offerings from Armenia, Babylon, Iran, Assyria, Egypt, testimony to the reputation which this sanctuary of Hera enjoyed and to the large influx of pilgrims. Compared to this mighty goddess, who also possessed the earliest temple at Olympia and two of the great fifth and sixth century temples of Paestum, the termagant of Homer and the myths is an "almost... comic figure", according to Burkert. Though greatest and earliest free-standing temple to Hera was the Heraion of Samos, in the Greek mainland Hera was especially worshipped as "Argive Hera" (Hera Argeia) at her sanctuary that stood between the former Mycenaean city-states of Argos and Mycenae, where the festivals in her honor called Heraia were celebrated. "The three cities I love best," the ox-eyed Queen of Heaven declares in the Iliad, book iv, "are Argos, Sparta and Mycenae of the broad streets." There were also temples to Hera in Olympia, Corinth, Tiryns, Perachora and the sacred island of Delos. In Magna Graecia, two Doric temples to Hera were constructed at Paestum, about 550 BCE and about 450 BCE. One of them, long called the Temple of Poseidon was identified in the 1950s as a second temple there of Hera. In Euboea, the festival of the Great Daedala, sacred to Hera, was celebrated on a sixty-year cycle. Hera's importance in the early archaic period is attested by the large building projects undertaken in her honor. The temples of Hera in the two main centers of her cult, the Heraion of Samos and the Heraion of Argos in the Argolis, were the very earliest monumental Greek temples constructed, in the 8th century BCE. Importance According to Walter Burkert, both Hera and Demeter have many characteristic attributes of Pre-Greek Great Goddesses. In the same vein, British scholar Charles Francis Keary suggests that Hera had some sort of "Earth Goddess" worship in ancient times, connected to her possible origin as a Pelasgian goddess (as mentioned by Herodotus). According to Homeric Hymn III to Delian Apollo, Hera detained Eileithyia to prevent Leto from going into labor with Artemis and Apollo, since the father was Zeus. The other goddesses present at the birthing on Delos sent Iris to bring her. As she stepped upon the island, the divine birth began. In the myth of the birth of Heracles, it is Hera herself who sits at the door, delaying the birth of Heracles until her protégé, Eurystheus, had been born first. The Homeric Hymn to Pythian Apollo makes the monster Typhaon the offspring of archaic Hera in her Minoan form, produced out of herself, like a monstrous version of Hephaestus, and whelped in a cave in Cilicia. She gave the creature to Python to raise. In the Temple of Hera, Olympia, Hera's seated cult figure was older than the warrior figure of Zeus that accompanied it. Homer expressed her relationship with Zeus delicately in the Iliad, in which she declares to Zeus, "I am Cronus' eldest daughter, and am honourable not on this ground only, but also because I am your wife, and you are king of the gods." Matriarchy There has been considerable scholarship, reaching back to Johann Jakob Bachofen in the mid-nineteenth century, about the possibility that Hera, whose early importance in Greek religion is firmly established, was originally the goddess of a matriarchal people, presumably inhabiting Greece before the Hellenes. In this view, her activity as goddess of marriage established the patriarchal bond of her own subordination: her resistance to the conquests of Zeus is rendered as Hera's "jealousy", the main theme of literary anecdotes that undercut her ancient cult. However, it remains a controversial claim that an ancient matriarchy or a cultural focus on a monotheistic Great Goddess existed among the ancient Greeks or elsewhere. The claim is generally rejected by modern scholars as insufficiently evidenced. Youth Hera was most known as the matron goddess, Hera Teleia; but she presided over weddings as well. In myth and cult, fragmentary references and archaic practices remain of the sacred marriage of Hera and Zeus. At Plataea, there was a sculpture of Hera seated as a bride by Callimachus, as well as the matronly standing Hera. Hera was also worshipped as a virgin: there was a tradition in Stymphalia in Arcadia that there had been a triple shrine to Hera the Girl (Παις [Pais]), the Adult Woman (Τελεια [Teleia]), and the Separated (Χήρη [Chḗrē] 'Widowed' or 'Divorced'). In the region around Argos, the temple of Hera in Hermione near Argos was to Hera the Virgin. At the spring of Kanathos, close to Nauplia, Hera renewed her virginity annually, in rites that were not to be spoken of (arrheton). The Female figure, showing her "Moon" over the lake is also appropriate, as Hebe, Hera, and Hecate; new moon, full moon, and old moon in that order and otherwise personified as the Virgin of Spring, The Mother of Summer, and the destroying Crone of Autumn. Emblems In Hellenistic imagery, Hera's chariot was pulled by peacocks, birds not known to Greeks before the conquests of Alexander. Alexander's tutor, Aristotle, refers to it as "the Persian bird." The peacock motif was revived in the Renaissance iconography that unified Hera and Juno, and which European painters focused on. A bird that had been associated with Hera on an archaic level, where most of the Aegean goddesses were associated with "their" bird, was the cuckoo, which appears in mythic fragments concerning the first wooing of a virginal Hera by Zeus. Her archaic association was primarily with cattle, as a Cow Goddess, who was especially venerated in "cattle-rich" Euboea. On Cyprus, very early archaeological sites contain bull skulls that have been adapted for use as masks (see Bull (mythology)). Her familiar Homeric epithet Boôpis, is always translated "cow-eyed". In this respect, Hera bears some resemblance to the Ancient Egyptian deity Hathor, a maternal goddess associated with cattle. Scholar of Greek mythology Walter Burkert writes in Greek Religion, "Nevertheless, there are memories of an earlier aniconic representation, as a pillar in Argos and as a plank in Samos." Epithets Hera bore several epithets in the mythological tradition, including: Ἀλέξανδρος (Alexandros) 'Protector of Men' (Alexandros) (among the Sicyonians) Αἰγοφάγος (Aigophágos) 'Goat-Eater' (among the Lacedaemonians) Ἀκραῖα (Akráia) '(She) of the Heights' Ἀμμωνία (Ammonia) Ἄνθεια (Antheia), meaning flowery Ἀργεία (Argéia) '(She) of Argos' Βασίλεια (Basíleia) 'Queen' Βουναία (Bounáia) '(She) of the Mound' (in Corinth) Βοῶπις (Boṓpis) 'Cow-Eyed' or 'Cow-Faced' Λευκώλενος (Leukṓlenos) 'White-Armed' Παῖς (Pais) 'Child' (in her role as virgin) Παρθένος (Parthénos) 'Virgin' Τελεία (Teléia) (as goddess of marriage) Χήρη (Chḗrē) 'Widowed' Τελχινία (Telchinia), Diodorus Siculus write that she was worshiped by the Ialysians and the Cameirans (both were on the island of Rhodes). She was named liked that because according to a legend, Telchines (Τελχῖνες) were the first inhabitants of the island and also the first who created statues of gods. Mythology Birth Hera is the daughter of the youngest Titan Cronus and his wife, and sister, Rhea. Cronus was fated to be overthrown by one of his children; to prevent this, he swallowed all of his newborn children whole until Rhea tricked him into swallowing a stone instead of her youngest child, Zeus. Zeus grew up in secret and when he grew up he tricked his father into regurgitating his siblings, including Hera. Zeus then led the revolt against the Titans, banished them, and divided the dominion over the world with his brothers Poseidon and Hades. Marriage with Zeus Hera is the goddess of marriage and childbirth rather more than of motherhood, and much of her mythology revolves around her marriage with her brother Zeus. She is charmed by him and she seduces him; he cheats on her and has many children by other goddesses and mortal women; she is intensely jealous and vindictive towards his children and their mothers; he is threatening and violent to her. In the Iliad, Zeus implies their marriage was some sort of elopement, as they lay secretly from their parents. Pausanias records a tale of how they came to be married in which Zeus transformed into a cuckoo bird to woo Hera. She caught the bird and kept it as her pet; this is why the cuckoo is seated on her sceptre. According to a scholion on Theocritus' Idylls, when Hera was heading toward Mount Thornax alone, Zeus created a terrible storm and transformed himself into a cuckoo bird who flew down and sat on her lap. When Hera saw him, she covered him with her cloak. Zeus then transformed back and took hold of her; because she was refusing to sleep with him due to their mother, he promised to marry her. In one account Hera refused to marry Zeus and hid in a cave to avoid him; an earthborn man named Achilles convinced her to give him a chance, and thus the two had their first sexual intercourse. According to Callimachus, their wedding feast lasted three thousand years. The Apples of the Hesperides that Heracles was tasked by Eurystheus to take were a wedding gift by Gaia to the couple. Heracles Hera is the stepmother and enemy of Heracles. The name Heracles means "Glory of Hera". In Homer's Iliad, when Alcmene was about to give birth to Heracles, Zeus announced to all the gods that on that day a child by Zeus himself, would be born and rule all those around him. Hera, after requesting Zeus to swear an oath to that effect, descended from Olympus to Argos and made the wife of Sthenelus (son of Perseus) give birth to Eurystheus after only seven months, while at the same time preventing Alcmene from delivering Heracles. This resulted in the fulfilment of Zeus's oath in that it was Eurystheus rather than Heracles. In Pausanias' recounting, Hera sent witches (as they were called by the Thebans) to hinder Alcmene's delivery of Heracles. The witches were successful in preventing the birth until Historis, daughter of Tiresias, thought of a trick to deceive the witches. Like Galanthis, Historis announced that Alcmene had delivered her child; having been deceived, the witches went away, allowing Alcmene to give birth. Hera's wrath against Zeus' son continues and while Heracles is still an infant, Hera sends two serpents to kill him as he lies in his cot. Heracles throttles the snakes with his bare hands and is found by his nurse playing with their limp bodies as if they were a child's toy. One account of the origin of the Milky Way is that Zeus had tricked Hera into nursing the infant Heracles: discovering who he was, she pulled him from her breast, and a spurt of her milk formed the smear across the sky that can be seen to this day. Unlike any Greeks, the Etruscans instead pictured a full-grown bearded Heracles at Hera's breast: this may refer to his adoption by her when he became an Immortal. He had previously wounded her severely in the breast. When Heracles reached adulthood, Hera drove him mad, which led him to murder his family and this later led to him undertaking his famous labours. Hera assigned Heracles to labour for King Eurystheus at Mycenae. She attempted to make almost all of Heracles' twelve labours more difficult. When he fought the Lernaean Hydra, she sent a crab to bite at his feet in the hopes of distracting him. Later Hera stirred up the Amazons against him when he was on one of his quests. When Heracles took the cattle of Geryon, he shot Hera in the right breast with a triple-barbed arrow: the wound was incurable and left her in constant pain, as Dione tells Aphrodite in the Iliad, Book V. Afterwards, Hera sent a gadfly to bite the cattle, irritate them and scatter them. Hera then sent a flood which raised the water level of a river so much that Heracles could not ford the river with the cattle. He piled stones into the river to make the water shallower. When he finally reached the court of Eurystheus, the cattle were sacrificed to Hera. Eurystheus also wanted to sacrifice the Cretan Bull to Hera. She refused the sacrifice because it reflected glory on Heracles. The bull was released and wandered to Marathon, becoming known as the Marathonian Bull. Some myths state that in the end, Heracles befriended Hera by saving her from Porphyrion, a giant who tried to rape her during the Gigantomachy, and that she even gave her daughter Hebe as his bride. Whatever myth-making served to account for an archaic representation of Heracles as "Hera's man" it was thought suitable for the builders of the Heraion at Paestum to depict the exploits of Heracles in bas-reliefs. Leto and the Twins: Apollo and Artemis When Hera discovered that Leto was pregnant and that Zeus was the father, she convinced the nature spirits to prevent Leto from giving birth on terra-firma, the mainland, any island at sea, or any place under the sun. Poseidon gave pity to Leto and guided her to the floating island of Delos, which was neither mainland nor a real island where Leto was able to give birth to her children. Afterwards, Zeus secured Delos to the bottom of the ocean. The island later became sacred to Apollo. Alternatively, Hera kidnapped Eileithyia, the goddess of childbirth, to prevent Leto from going into labor. The other gods bribed Hera with a beautiful necklace nobody could resist and she finally gave in. Either way, Artemis was born first and then assisted with the birth of Apollo. Some versions say Artemis helped her mother give birth to Apollo for nine days. Another variation states that Artemis was born one day before Apollo, on the island of Ortygia and that she helped Leto cross the sea to Delos the next day to give birth to Apollo. Later, Tityos attempted to rape Leto at the behest of Hera. He was slain by Artemis and Apollo. This account of the birth of Apollo and Artemis is contradicted by Hesiod in Theogony, as the twins are born prior to Zeus’ marriage to Hera. Io and Argus The myth of Io has many forms and embellishments. Generally, Io was a priestess of Hera at the Heraion of Argos. Zeus lusted after her and either Hera turned Io into a heifer to hide her from Zeus, or Zeus did so to hide her from Hera but was discovered. Hera had Io tethered to an olive-tree and set Argus Panoptes () to watch over her, but Zeus sent Hermes to kill him. Infuriated, Hera then sent a gadfly (Greek , compare oestrus) to pursue and constantly sting Io, who fled into Asia and eventually reached Egypt. There Zeus restored her to human form and she gave birth to his son Epaphus. Judgment of Paris A prophecy stated that a son of the sea-nymph Thetis, with whom Zeus fell in love after gazing upon her in the oceans off the Greek coast, would become greater than his father. Possibly for this reasons, Thetis was betrothed to an elderly human king, Peleus son of Aeacus, either upon Zeus' orders, or because she wished to please Hera, who had raised her. All the gods and goddesses as well as various mortals were invited to the marriage of Peleus and Thetis (the eventual parents of Achilles) and brought many gifts. Only Eris, goddess of discord, was not invited and was stopped at the door by Hermes, on Zeus' order. She was annoyed at this, so she threw from the door a gift of her own: a golden apple inscribed with the word καλλίστῃ (kallistēi, "To the fairest"). Aphrodite, Hera, and Athena all claimed to be the fairest, and thus the rightful owner of the apple. The goddesses quarreled bitterly over it, and none of the other gods would venture an opinion favoring one, for fear of earning the enmity of the other two. They chose to place the matter before Zeus, who, not wanting to favor one of the goddesses, put the choice into the hands of Paris, a Trojan prince. After bathing in the spring of Mount Ida where Troy was situated, they appeared before Paris to have him choose. The goddesses undressed before him, either at his request or for the sake of winning. Still, Paris could not decide, as all three were ideally beautiful, so they resorted to bribes. Hera offered Paris political power and control of all of Asia, while Athena offered wisdom, fame, and glory in battle, and Aphrodite offered the most beautiful mortal woman in the world as a wife, and he accordingly chose her. This woman was Helen, who was, unfortunately for Paris, already married to King Menelaus of Sparta. The other two goddesses were enraged by this and through Helen's abduction by Paris, they brought about the Trojan War. The Iliad Hera plays a substantial role in The Iliad, appearing in a number of books throughout the epic poem. She hates the Trojans because of Paris' decision that Aphrodite was the most beautiful goddess, and so supports the Greeks during the war. Throughout the epic Hera makes many attempts to thwart the Trojan army. In books 1 and 2, Hera declares that the Trojans must be destroyed. Hera persuades Athena to aid the Achaeans in battle and she agrees to assist with interfering on their behalf. In book 5, Hera and Athena plot to harm Ares, who had been seen by Diomedes in assisting the Trojans. Diomedes called for his soldiers to fall back slowly. Hera, Ares' mother, saw Ares' interference and asked Zeus, Ares' father, for permission to drive Ares away from the battlefield. Hera encouraged Diomedes to attack Ares and he threw his spear at the god. Athena drove the spear into Ares' body, and he bellowed in pain and fled to Mount Olympus, forcing the Trojans to fall back. In book 8, Hera tries to persuade Poseidon to disobey Zeus and help the Achaean army. He refuses, saying he doesn't want to go against Zeus. Determined to intervene in the war, Hera and Athena head to the battlefield. However, seeing the two flee, Zeus sent Iris to intercept them and make them return to Mount Olympus or face grave consequences. After prolonged fighting, Hera sees Poseidon aiding the Greeks and giving them motivation to keep fighting. In book 14 Hera devises a plan to deceive Zeus. Zeus set a decree that the gods were not allowed to interfere in the mortal war. Hera is on the side of the Achaeans, so she plans a Deception of Zeus where she seduces him, with help from Aphrodite, and tricks him into a deep sleep, with the help of Hypnos, so that the Gods could interfere without the fear of Zeus. In book 21, Hera continues her interference with the battle as she tells Hephaestus to prevent the river from harming Achilles. Hephaestus sets the battlefield ablaze, causing the river to plead with Hera, promising her he will not help the Trojans if Hephaestus stops his attack. Hephaestus stops his assault and Hera returns to the battlefield where the gods begin to fight amongst themselves. Minor stories Semele and Dionysus When Hera learned that Semele, daughter of Cadmus King of Thebes, was pregnant by Zeus, she disguised herself as Semele's nurse and persuaded the princess to insist that Zeus show himself to her in his true form. When he was compelled to do so, having sworn by Styx, his thunder and lightning destroyed Semele. Zeus took Semele's unborn child, Dionysus and completed its gestation sewn into his own thigh. In another version, Dionysus was originally the son of Zeus by either Demeter or Persephone. Hera sent her Titans to rip the baby apart, from which he was called Zagreus ("Torn in Pieces"). Zeus rescued the heart; or, the heart was saved, variously, by Athena, Rhea, or Demeter. Zeus used the heart to recreate Dionysus and implant him in the womb of Semele—hence Dionysus became known as "the twice-born". Certain versions imply that Zeus gave Semele the heart to eat to impregnate her. Hera tricked Semele into asking Zeus to reveal his true form, which killed her. Dionysus later managed to rescue his mother from the underworld and have her live on Mount Olympus. Lamia Lamia was a lovely queen of Libya, whom Zeus loved and slept with. Hera in jealousy, caused Lamia to kill her own children; out of grief for her actions, Lamia was turned into a misshapen creature that would therefore snatch and murder other people's children. Gerana Gerana was a queen of the Pygmies who boasted she was more beautiful than Hera. The wrathful goddess turned her into a crane and proclaimed that her bird descendants should wage eternal war on the Pygmy folk. Cydippe Cydippe, a priestess of Hera, was on her way to a festival in the goddess' honor. The oxen which were to pull her cart were overdue and her sons, Biton and Cleobis, pulled the cart the entire way (45 stadia, 8 kilometers). Cydippe was impressed with their devotion to her and Hera so asked Hera to give her children the best gift a god could give a person. Hera ordained that the brothers would die in their sleep. This honor bestowed upon the children was later used by Solon, as a proof while trying to convince Croesus that it is impossible to judge a person's happiness until they have died a fruitful death after a joyous life. Tiresias Tiresias was a priest of Zeus, and as a young man he encountered two snakes mating and hit them with a stick. He was then transformed into a woman. As a woman, Tiresias became a priestess of Hera, married and had children, including Manto. After seven years as a woman, Tiresias again found mating snakes; depending on the myth, either she made sure to leave the snakes alone this time, or, according to Hyginus, trampled on them and became a man once more. As a result of his experiences, Zeus and Hera asked him to settle the question of which sex, male or female, experienced more pleasure during intercourse. Zeus claimed it was women; Hera claimed it was men. When Tiresias sided with Zeus, Hera struck him blind. Since Zeus could not undo what she had done, he gave him the gift of prophecy. An alternative and less commonly told story has it that Tiresias was blinded by Athena after he stumbled onto her bathing naked. His mother, Chariclo, begged her to undo her curse, but Athena could not; she gave him prophecy instead. Chelone At the marriage of Zeus and Hera, a nymph named Chelone was disrespectful or refused to attend the wedding. Zeus thus, turned her into a tortoise. The Golden Fleece Hera hated Pelias because he had killed Sidero, his step-grandmother, in one of the goddess's temples. She later convinced Jason and Medea to kill Pelias. The Golden Fleece was the item that Jason needed to get his mother freed. Ixion When Zeus had pity on Ixion and brought him to Olympus and introduced him to the gods, instead of being grateful, Ixion grew lustful for Hera. Zeus found out about his intentions and made a cloud in the shape of Hera, who was later named Nephele, and tricked Ixion into coupling with it and from their union came Centaurus. So Ixion was expelled from Olympus and Zeus ordered Hermes to bind Ixion to a winged fiery wheel that was always spinning. Therefore, Ixion was bound to a burning solar wheel for all eternity, at first spinning across the heavens, but in later myth transferred to Tartarus. Children Genealogy Art and events Barberini Hera - a Roman sculpture of Hera/Juno Hera Borghese - sculpture related to Hera Hera Farnese - sculpture of Hera's head Heraea Games - games dedicated to Hera—the first sanctioned (and recorded) women's athletic competition to be held in the stadium at Olympia. See also Auðumbla, a primeval cow in Norse mythology Parvati Footnotes Notes References Apollodorus, Apollodorus, The Library, with an English Translation by Sir James George Frazer, F.B.A., F.R.S. in 2 Volumes. Cambridge, MA, Harvard University Press; London, William Heinemann Ltd. 1921. Online version at the Perseus Digital Library. Burkert, Walter, Greek Religion 1985. Burkert, Walter, The Orientalizing Revolution: Near Eastern Influence on Greek Culture in the Early Archaic Age, 1998 Farnell, Lewis Richard, The cults of the Greek states I: Zeus, Hera Athena Oxford, 1896. Gantz, Timothy, Early Greek Myth: A Guide to Literary and Artistic Sources, Johns Hopkins University Press, 1996, Two volumes: (Vol. 1), (Vol. 2). Graves, Robert, The Greek Myths 1955. Use with caution. Hard, Robin, The Routledge Handbook of Greek Mythology: Based on H.J. Rose's "Handbook of Greek Mythology", Psychology Press, 2004, . Google Books. Hesiod, Theogony, in The Homeric Hymns and Homerica with an English Translation by Hugh G. Evelyn-White, Cambridge, MA., Harvard University Press; London, William Heinemann Ltd. 1914. Online version at the Perseus Digital Library. Homer, The Iliad with an English Translation by A.T. Murray, Ph.D. in two volumes. Cambridge, MA., Harvard University Press; London, William Heinemann, Ltd. 1924. Online version at the Perseus Digital Library. Homer; The Odyssey with an English Translation by A.T. Murray, PH.D. in two volumes. Cambridge, MA., Harvard University Press; London, William Heinemann, Ltd. 1919. Online version at the Perseus Digital Library. Evelyn-White, Hugh, The Homeric Hymns and Homerica with an English Translation by Hugh G. Evelyn-White. Homeric Hymns. Cambridge, Massachusetts, Harvard University Press; London, William Heinemann Ltd. 1914. Pindar, Odes, Diane Arnson Svarlien. 1990. Online version at the Perseus Digital Library. Ovid, Metamorphoses. Translated by A. D. Melville; introduction and notes by E. J. Kenney. Oxford: Oxford University Press. 2008. . Hyginus, Gaius Julius, The Myths of Hyginus. Edited and translated by Mary A. Grant, Lawrence: University of Kansas Press, 1960. Pausanias, Pausanias Description of Greece with an English Translation by W.H.S. Jones, Litt.D., and H.A. Ormerod, M.A., in 4 Volumes. Cambridge, MA, Harvard University Press; London, William Heinemann Ltd. 1918. Online version at the Perseus Digital Library. Nonnus, Dionysiaca; translated by Rouse, W H D, III Books XXXVI–XLVIII. Loeb Classical Library No. 346, Cambridge, Massachusetts, Harvard University Press; London, William Heinemann Ltd. 1940. Internet Archive. Kerenyi, Carl, The Gods of the Greeks 1951 (paperback 1980) Kerenyi, Karl, 1959. The Heroes of the Greeks Especially Heracles. Kirk, G. S., J. E. Raven, M. Schofield, The Presocratic Philosophers: A Critical History with a Selection of Texts, Cambridge University Press, Dec 29, 1983. . Ogden, Daniel (2013a), Drakon: Dragon Myth and Serpent Cult in the Greek and Roman Worlds, Oxford University Press, 2013. . Ogden, Daniel (2013b), Dragons, Serpents, and Slayers in the Classical and early Christian Worlds: A sourcebook, Oxford University Press. . Ruck, Carl A.P., and Danny Staples, The World of Classical Myth 1994 Seyffert, Oskar. Dictionary of Classical Antiquities 1894. (On-line text) Seznec, Jean, The Survival of the Pagan Gods : Mythological Tradition in Renaissance Humanism and Art, 1953 Slater, Philip E. The Glory of Hera : Greek Mythology and the Greek Family (Boston: Beacon Press) 1968 (Princeton University 1992 ) Concentrating on family structure in 5th-century Athens; some of the crude usage of myth and drama for psychological interpreting of "neuroses" is dated. Smith, William; Dictionary of Greek and Roman Biography and Mythology, London (1873). "Gali'nthias" External links Theoi Project, Hera Hera in classical literature and Greek art The Heraion at Samos Marriage deities Queens in Greek mythology Women in Greek mythology Metamorphoses characters Deities in the Iliad Mythological rape victims Mythology of Heracles Divine women of Zeus Characters in the Odyssey Deities in the Aeneid Greek goddesses Queens of Heaven (antiquity)
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Health care reform is for the most part governmental policy that affects health care delivery in a given place. Health care reform typically attempts to: Broaden the population that receives health care coverage through either public sector insurance programs or private sector insurance companies Expand the array of health care providers consumers may choose among Improve the access to health care specialists Improve the quality of health care Give more care to citizens Decrease the cost of health care United States In the United States, the debate regarding health care reform includes questions of a right to health care, access, fairness, sustainability, quality and amounts spent by government. The mixed public-private health care system in the United States is the most expensive in the world, with health care costing more per person than in any other nation, and a greater portion of gross domestic product (GDP) is spent on it than in any other United Nations member state except for East Timor (Timor-Leste). Hawaii and Massachusetts Both Hawaii and Massachusetts have implemented some incremental reforms in health care, but neither state has complete coverage of its citizens. For example, data from the Kaiser Family Foundation shows that 5% of Massachusetts and 8% of Hawaii residents are uninsured. To date, The U.S. Uniform Law Commission, sponsored by the National Conference of Commissioners on Uniform State Laws has not submitted a uniform act or model legislation regarding health care insurance or health care reform. United Kingdom Healthcare was reformed in 1948 after the Second World War, broadly along the lines of the 1942 Beveridge Report, with the creation of the National Health Service or NHS. It was originally established as part of a wider reform of social services and funded by a system of National Insurance, though receipt of healthcare was never contingent upon making contributions towards the National Insurance Fund. Private health care was not abolished but had to compete with the NHS. About 15% of all spending on health in the UK is still privately funded but this includes the patient contributions towards NHS provided prescription drugs, so private sector healthcare in the UK is quite small. As part of a wider reform of social provision it was originally thought that the focus would be as much about the prevention of ill-health as it was about curing disease. The NHS for example would distribute baby formula milk fortified with vitamins and minerals in an effort to improve the health of children born in the post war years as well as other supplements such as cod liver oil and malt. Many of the common childhood diseases such as measles, mumps, and chicken pox were mostly eradicated with a national program of vaccinations. The NHS has been through many reforms since 1974. The Conservative Thatcher administrations attempted to bring competition into the NHS by developing a supplier/buyer role between hospitals as suppliers and health authorities as buyers. This necessitated the detailed costing of activities, something which the NHS had never had to do in such detail, and some felt was unnecessary. The Labour Party generally opposed these changes, although after the party became New Labour, the Blair government retained elements of competition and even extended it, allowing private health care providers to bid for NHS work. Some treatment and diagnostic centres are now run by private enterprise and funded under contract. However, the extent of this privatisation of NHS work is still small, though remains controversial. The administration committed more money to the NHS raising it to almost the same level of funding as the European average and as a result, there was large expansion and modernisation programme and waiting times improved. The government of Gordon Brown proposed new reforms for care in England. One is to take the NHS back more towards health prevention by tackling issues that are known to cause long term ill health. The biggest of these is obesity and related diseases such as diabetes and cardio-vascular disease. The second reform is to make the NHS a more personal service, and it is negotiating with doctors to provide more services at times more convenient to the patient, such as in the evenings and at weekends. This personal service idea would introduce regular health check-ups so that the population is screened more regularly. Doctors will give more advice on ill-health prevention (for example encouraging and assisting patients to control their weight, diet, exercise more, cease smoking etc.) and so tackle problems before they become more serious. Waiting times, which fell considerably under Blair (median wait time is about 6 weeks for elective non-urgent surgery) are also in focus. A target was set from December 2008, to ensure that no person waits longer than 18 weeks from the date that a patient is referred to the hospital to the time of the operation or treatment. This 18-week period thus includes the time to arrange a first appointment, the time for any investigations or tests to determine the cause of the problem and how it should be treated. An NHS Constitution was published which lays out the legal rights of patients as well as promises (not legally enforceable) the NHS strives to keep in England. Germany Numerous healthcare reforms in Germany were legislative interventions to stabilise the public health insurance since 1983. 9 out of 10 citizens are publicly insured, only 8% privately. Health care in Germany, including its industry and all services, is one of the largest sectors of the German economy. The total expenditure in health economics of Germany was about 287.3 billion euro in 2010, equivalent to 11.6 percent of the gross domestic product (GDP) this year and about 3,510 euro per capita. Direct inpatient and outpatient care equal just about a quarter of the entire expenditure - depending on the perspective. Expenditure on pharmaceutical drugs is almost twice the amount of those for the entire hospital sector. Pharmaceutical drug expenditure grew by an annual average of 4.1% between 2004 and 2010. These developments have caused numerous healthcare reforms since the 1980s. An actual example of 2010 and 2011: First time since 2004 the drug expenditure fell from 30.2 billion euro in 2010, to 29.1 billion Euro in 2011, i. e. minus 1.1 billion Euro or minus 3.6%. That was caused by restructuring the Social Security Code: manufacturer discount 16% instead of 6%, price moratorium, increasing discount contracts, increasing discount by wholesale trade and pharmacies. The Netherlands The Netherlands has introduced a new system of health care insurance based on risk equalization through a risk equalization pool. In this way, a compulsory insurance package is available to all citizens at affordable cost without the need for the insured to be assessed for risk by the insurance company. Furthermore, health insurers are now willing to take on high risk individuals because they receive compensation for the higher risks. A 2008 article in the journal Health Affairs suggested that the Dutch health system, which combines mandatory universal coverage with competing private health plans, could serve as a model for reform in the US. Russia Following the collapse of the Soviet Union, Russia embarked on a series of reforms intending to deliver better healthcare by compulsory medical insurance with privately owned providers in addition to the state run institutions. According to the OECD none of 1991-93 reforms worked out as planned and the reforms had in many respects made the system worse. Russia has more physicians, hospitals, and healthcare workers than almost any other country in the world on a per capita basis, but since the collapse of the Soviet Union, the health of the Russian population has declined considerably as a result of social, economic, and lifestyle changes. However, after Putin became president in 2000 there was significant growth in spending for public healthcare and in 2006 it exceed the pre-1991 level in real terms. Also life expectancy increased from 1991-93 levels, infant mortality rate dropped from 18.1 in 1995 to 8.4 in 2008. Russian Prime Minister Vladimir Putin announced a large-scale health care reform in 2011 and pledged to allocate more than 300 billion rubles ($10 billion) in the next few years to improve health care in the country. Taiwan Taiwan changed its healthcare system in 1995 to a National Health Insurance model similar to the US Medicare system for seniors. As a result, the 40% of Taiwanese people who had previously been uninsured are now covered. It is said to deliver universal coverage with free choice of doctors and hospitals and no waiting lists. Polls in 2005 are reported to have shown that 72.5% of Taiwanese are happy with the system, and when they are unhappy, it's with the cost of premiums (equivalent to less than US$20 a month). Employers and the self-employed are legally bound to pay National Health Insurance (NHI) premiums which are similar to social security contributions in other countries. However, the NHI is a pay-as-you-go system. The aim is for the premium income to pay costs. The system is also subsidized by a tobacco tax surcharge and contributions from the national lottery. Elsewhere As evidenced by the large variety of different healthcare systems seen across the world, there are several different pathways that a country could take when thinking about reform. In comparison to the UK, physicians in Germany have more bargaining power through professional organizations (i.e., physician associations); this ability to negotiate affects reform efforts. Germany makes use of sickness funds, which citizens are obliged to join but are able to opt out if they have a very high income (Belien 87). The Netherlands used a similar system but the financial threshold for opting out was lower (Belien 89). The Swiss, on the other hand use more of a privately based health insurance system where citizens are risk-rated by age and sex, among other factors (Belien 90). The United States government provides healthcare to just over 25% of its citizens through various agencies, but otherwise does not employ a system. Healthcare is generally centered around regulated private insurance methods. One key component to healthcare reform is the reduction of healthcare fraud and abuse. In the U.S. and the EU, it is estimated that as much as 10 percent of all healthcare transactions and expenditures may be fraudulent. See Terry L. Leap, Phantom Billing, Fake Prescriptions, and the High Cost of Medicine: Health Care Fraud and What to do about It (Cornell University Press, 2011). Also interesting to notice is the oldest healthcare system in the world and its advantages and disadvantages, see Health in Germany. "Control knobs" theory In “Getting Health Reform Right: A Guide to Improving Performance and Equity,” Marc Roberts, William Hsiao, Peter Berman, and Michael Reich of the Harvard T.H. Chan School of Public Health aim to provide decision-makers with tools and frameworks for health care system reform. They propose five “control knobs” of health reform: financing, payment, organization, regulation, and behavior. These control knobs refer to the “mechanisms and processes that reformers can adjust to improve system performance”. The authors selected these control knobs as representative of the most important factors upon which a policymaker can act to determine health system outcomes. Their method emphasizes the importance of “identifying goals explicitly, diagnosing causes of poor performance systematically, and devising reforms that will produce real changes in performance”. The authors view health care systems as a means to an end. Accordingly, the authors advocate for three intrinsic performance goals of the health system that can be adjusted through the control knobs. These goals include: Health status: This goal refers to the overall health of the target population, assessed by metrics such as life expectancy, disease burden, and/or the distribution of these across population subgroups. Customer satisfaction: This goal is concerned with the degree of satisfaction that the health care system produces among the target population. Financial risk protection: This goal refers to the health system’s ability to protect the target population from the financial burden of poor health or disease. The authors also propose three intermediate performance measures, which are useful in determining the performance of system goals, but are not final objectives. These include: Efficiency: Technical efficiency: maximum output per unit cost Allocative efficiency: a given budget maximises health system user satisfaction or other defined goals Access: effective availability by which patients receive care Quality of care: consideration of both the average quality and distribution of quality While final performance goals are largely agreed upon, other frameworks suggest alternative intermediate goals to those mentioned here, such as equity, productivity, safety, innovation, and choice. The five proposed control knobs represent the mechanisms and processes that policy-makers can use to design effective health care reforms. These control knobs are not only the most important elements of a healthcare system, but they also represent the aspect that can be deliberately adjusted by reforms to affect change. The five control knobs are: Financing, which encompasses all the mechanisms and activities designed to raise money for the health system. With respect to mechanisms, the financing knob includes health-related taxes, insurance premiums and out-of-pocket expenses among others. Activities refers to the institutional organization that collects and distributes finance to participants in the health sector. In other words, financing is about the resources available to the healthcare system, who controls them and who receives them. The financing knob has clear implications for the health status of the population and particular groups in it, as well as the access to health care and protection from financial risk that these groups, and the population as a whole, have. The financing knob involves numerous potential financing mechanisms and processes that should be selected in accordance with a country’s social values and politics. Payment refers to the mechanisms and processes through which the health system or patients distribute payments to providers, including fees, capitation and budgets on the part of the government and fees paid by patients. Payment is about the distribution of available resources to the providers of health services. Health care reform can implement a variety of incentive schemes for both providers and patients in a way to optimize limited resources. Organization of the health system refers to the structure of providers, their roles, activities and operations. Essentially, organization describes how the health care market is set up: who are the providers, who are the consumers, who are the competitors, and who runs them. Changes in the organization of a healthcare system happen at multiple levels at both the front-line and managerial level. Regulation refers to actions at the state level that modify or alter the behavior of various actors within the health care system. The actors may include health care providers, medical associations, individual consumers, insurance agents, and more. Regulations are only effective when enforced, therefore laws that are “on the books” but are not implemented in practice have little effect on the system as a whole. Behavior of healthcare actors includes actions of both providers (e.g., doctors’ behavior) and patients (e.g., anti-smoking campaigns) and involves “changing individual behavior through population-based interventions”. Healthcare reform with respect to behavior revolves around the behaviors that can be used to improve the outcomes and performance of the health care system. These behaviors include health-seeking behavior, professional/doctors’ behavior, treatment compliance, and lifestyle and prevention behaviors. The five control knobs of health care reform are not designed to work in isolation; health care reform may require the adjustment of more than one knob or of multiple knobs simultaneously. Further, there is no agreed-upon order of turning control knobs to achieve specific reforms or outcomes. Health care reform varies by setting and reforms from one context may not necessarily apply in another. It is important to note that the knobs interact with cultural and structural factors that are not illustrated within this framework, but which have an important effect on health care reform in a given context. In summary, the authors of “Getting Health Reform Right: A Guide to Improving Performance and Equity” propose a framework for assessing health systems that guides decision-makers’ understanding of the reform process. Rather than a prescriptive proposal of recommendations, the framework allows users to adapt their analysis and actions based on cultural context and relevance of interventions. As noted above, many frameworks for health care reform exist in the literature. Using a comprehensive yet responsive approach such as the control knobs framework proposed by Roberts, Hsiao, Berman, and Reich allows decision-makers to more precisely determine the “mechanisms and processes” that can be changed in order to achieve improved health status, customer satisfaction, and financial risk protection. See also Topics on status quo in health care Health care / Healthcare system / Health care provider Health center / Clinic / Hospital Health care politics Medical education Medicine / Doctor's visit / Nursing Philosophy of healthcare / Universal health care Social service / Social determinants of health Family medicine / Preventive medicine / Social medicine Health policy Health insurance / Insurance /Social health insurance Community health service / Direct primary care Direct primary care / School health services Family medicine / Preventive medicine / Social medicine Military medicine Occupational safety and health Unnecessary health care Reform Health care compared - tabular comparisons of the US, Canada, and other countries not shown above. Health care in the United States Health care reform in the United States Healthcare-NOW! Health-care reform in China History of the National Health Service - and related national sub-pages such as History of the National Health Service (England) Integrated Benefits Institute Journal of Health Care for the Poor and Underserved Kaiser Family Foundation List of healthcare reform advocacy groups in the United States Massachusetts health care reform Matthew effect: sociological disparity of coverage Medicare Rights Center National health insurance National Physicians Alliance Progressive Democrats of America Puerto Rico Health Reform ShoutAmerica Single-payer health care United States National Health Care Act Universal Health Care Foundation of Connecticut References External links European Observatory on Health Systems & Policy at the World Health Organization International Network of Health Policy and Reform International Resources from Physicians for a National Health Program Health Care Reform: FAQs and Implications for Employers from Towers Watson
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Adolf Hitler (1889–1945) was the leader of Nazi Germany from 1933 to 1945. Hitler may also refer to: Books Hitler: Speeches and Proclamations, a series compiling Adolf Hitler's speeches Hitler: A Study in Tyranny, a book British historian Sir Alan Bullock, published in 1952, the first major biography in English The Hitler Book, a 2005 publication based on a secret Soviet report about Adolf Hitler Hitler: A Short Biography, a 2012 short biography by A. N. Wilson Hitler (Ullrich books), a two-volume biography by Volker Ullrich Film and television Adolf Hitler Hitler (1962 film), a film starring Richard Basehart Hitler: A Film from Germany, a 1978 film co-produced by the BBC Hitler – Beast of Berlin, a 1939 film Hitler: The Last Ten Days, a 1973 film Hitler: The Rise of Evil, a 2003 TV series broadcast by CBS Other films Hitler (1996 film), a Malayalam film Hitler (1997 film), a Telugu film Hitler och vi på Klamparegatan, a Swedish film starring Chatarina Larsson Hitler (1998 film), a Hindi film Meet the Hitlers, 2014 documentary film Other uses Adolf Hitler (calypso), a song Hitler (name), a surname, and a list of people with the name Hitler (retail store), the former name of a clothing store in Gujarat, India See also Springtime for Hitler, the erstwhile play in The Producers Hitler moustache Reductio ad Hitlerum, a logical fallacy in which an argument is connected to Hitler Hitler Didi, a 2011 Indian soap opera on Zee TV Elvis Hitler, an American psychobilly band Hilter, a municipality in Lower Saxony, Germany Mr. Hilter and the Minehead by-election, a Monty Python sketch Hiller (disambiguation)
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Holland is a geographical region and former province on the western coast of the Netherlands. From the 10th to the 16th century, Holland proper was a unified political region within the Holy Roman Empire as a county ruled by the counts of Holland. By the 17th century, the province of Holland had risen to become a maritime and economic power, dominating the other provinces of the newly independent Dutch Republic. The area of the former County of Holland roughly coincides with the two current Dutch provinces of North Holland and South Holland into which it was divided, and which together include the Netherlands' three largest cities: the capital city (Amsterdam), the home of Europe's largest port (Rotterdam), and the seat of government (The Hague). Holland has a population of 6,583,534 as of November 2019, and a density of . The name Holland has also frequently been used informally to refer to the whole of the country of the Netherlands. This casual usage is commonly accepted in other countries, and is even employed by the Dutch themselves. However, some in the Netherlands (particularly those from regions outside Holland) find it undesirable or misrepresentative to use the term for the whole country. In January 2020, the Netherlands officially dropped its support of the word Holland for the whole country, which included a logo redesign that changed "Holland" to "NL". Etymology and terminology The name Holland first appeared in sources for the region around Haarlem, and by 1064 was being used as the name of the entire county. By the early twelfth century, the inhabitants of Holland were called Hollandi in a Latin text. Holland is derived from the Old Dutch term holtlant ('wood-land'). This spelling variation remained in use until around the 14th century, at which time the name stabilised as Holland (alternative spellings at the time were Hollant and Hollandt). A popular but erroneous folk etymology holds that Holland is derived from hol land ('hollow land' in Dutch), purportedly inspired by the low-lying geography of the land. "Holland" is informally used in English and other languages, including sometimes the Dutch language itself, to mean the whole of the modern country of the Netherlands. This example of pars pro toto or synecdoche is similar to the tendency to refer to the United Kingdom as "England", and developed due to Holland's becoming the dominant province and thus having the majority of political and economic interactions with other countries. Between 1806 and 1810 "Holland" was the official name for the county as a whole, after Napoleon made his brother Louis Bonaparte the monarch of the Kingdom of Holland. The people of Holland are referred to as "Hollanders" in both Dutch and English, though in English this is now unusual. Today this refers specifically to people from the current provinces of North Holland and South Holland. Strictly speaking, the term "Hollanders" does not refer to people from the other provinces in the Netherlands, but colloquially "Hollanders" is sometimes used in this wider sense. In Dutch, the word Hollands is the adjectival form for Holland. Hollands is also colloquially used by some Dutch people in the sense of Nederlands (the Dutch language), occasionally with the intention of contrasting with other types of Dutch people or forms of the language—for example Limburgish, the Belgian varieties of the Dutch language ("Flemish"), or even any southern variety of Dutch within the Netherlands itself. In English, Dutch refers to the Netherlands as a whole, but there is no commonly used adjective for "Holland". The word "Hollandish" is no longer in common use. "Hollandic" is the name linguists give to the dialect spoken in Holland, and is occasionally also used by historians and when referring to pre-Napoleonic Holland. History Initially, Holland was a remote corner of the Holy Roman Empire. Gradually, its regional importance increased until it began to have a decisive, and ultimately dominant, influence on the History of the Netherlands. County of Holland Until the start of the 12th century, the inhabitants of the area that became Holland were known as Frisians. The area was initially part of Frisia. At the end of the 9th century, West-Frisia became a separate county in the Holy Roman Empire. The first Count known about with certainty was Dirk I, who ruled from 896 to 931. He was succeeded by a long line of counts in the House of Holland (who were in fact known as counts of Frisia until 1101). When John I died childless in 1299, the county was inherited by Count John II of Hainaut. By the time of William V (House of Wittelsbach; 1354–1388) the count of Holland was also the count of Hainaut and Zealand. After the St. Lucia's flood in 1287 the part of Frisia west of the later Zuiderzee, West Friesland, was conquered. As a result, most provincial institutions, including the States of Holland and West Frisia, would for more than five centuries refer to "Holland and West Frisia" as a unit. The Hook and Cod wars started around this time and ended when the countess of Holland, Jacoba or Jacqueline was forced to cede Holland to the Burgundian Philip III, known as Philip the Good, in 1432. In 1432, Holland became part of the Burgundian Netherlands and since 1477 of the Habsburg Seventeen Provinces. In the 16th century the county became the most densely urbanised region in Europe, with the majority of the population living in cities. Within the Burgundian Netherlands, Holland was the dominant province in the north; the political influence of Holland largely determined the extent of Burgundian dominion in that area. The last count of Holland was Philip III, better known as Philip II, king of Spain. He was deposed in 1581 by the Act of Abjuration, although the kings of Spain continued to carry the titular appellation of Count of Holland until the Peace of Münster signed in 1648. Dutch Republic In the Dutch Rebellion against the Habsburgs during the Eighty Years' War, the naval forces of the rebels, the Watergeuzen, established their first permanent base in 1572 in the town of Brill. In this way, Holland, now a sovereign state in a larger Dutch confederation, became the centre of the rebellion. It became the cultural, political and economic centre of the United Provinces (), in the 17th century, the Dutch Golden Age, the wealthiest nation in the world. After the King of Spain was deposed as the count of Holland, the executive and legislative power rested with the States of Holland, which was led by a political figure who held the office of Grand Pensionary. The largest cities in the Dutch Republic were in the province of Holland, such as Amsterdam, Rotterdam, Leiden, Alkmaar, The Hague, Delft, Dordrecht and Haarlem. From the great ports of Holland, Hollandic merchants sailed to and from destinations all over Europe, and merchants from all over Europe gathered to trade in the warehouses of Amsterdam and other trading cities of Holland. Many Europeans thought of the United Provinces first as Holland rather than as the Republic of the Seven United Provinces of the Netherlands. A strong impression of Holland was planted in the minds of other Europeans, which then was projected back onto the Republic as a whole. Within the provinces themselves, a gradual slow process of cultural expansion took place, leading to a "Hollandification" of the other provinces and a more uniform culture for the whole of the Republic. The dialect of urban Holland became the standard language. Under French rule The formation of the Batavian Republic, inspired by the French revolution, led to a more centralised government. Holland became a province of a unitary state. Its independence was further reduced by an administrative reform in 1798, in which its territory was divided into several departments called Amstel, Delf, Texel, and part of Schelde en Maas. From 1806 to 1810 Napoleon styled his vassal state, governed by his brother Louis Napoleon and shortly by the son of Louis, Napoleon Louis Bonaparte, as the "Kingdom of Holland". This kingdom encompassed much of what would become the modern Netherlands. The name reflects how natural at the time it had become to equate Holland with the non-Belgian Netherlands as a whole. During the period when the Low Countries were annexed by the French Empire and actually incorporated into France (from 1810 to 1813), Holland was divided into départements Zuyderzée, and Bouches-de-la-Meuse. From 1811 to 1813 Charles-François Lebrun, duc de Plaisance served as governor-general. He was assisted by Antoine de Celles, Goswin de Stassart and François Jean-Baptiste d'Alphonse. In 1813, Dutch dignitaries proclaimed the Sovereign Principality of the United Netherlands. Kingdom of the Netherlands In 1815, Holland was restored as a province of the United Kingdom of the Netherlands. Holland was divided into the present provinces North Holland and South Holland in 1840, after the Belgian Revolution of 1830. This reflected a historical division of Holland along the IJ into a Southern Quarter (Zuiderkwartier) and a Northern Quarter (Noorderkwartier), but the present division is different from the old division. From 1850, a strong process of nation formation took place, the Netherlands being culturally unified and economically integrated by a modernisation process, with the cities of Holland as its centre. Geography Holland is located in the west of the Netherlands. A maritime region, Holland lies on the North Sea at the mouths of the Rhine and the Meuse (Maas). It contains numerous rivers and lakes, and has an extensive inland canal and waterway system. To the south is Zealand. The region is bordered on the east by the IJsselmeer and four Dutch provinces. Holland is protected from the sea by a long line of coastal dunes. The highest point in Holland, about above sea level, is in the (Schoorl Dunes). Most of the land area behind the dunes consists of polder landscape lying well below sea level. At present the lowest point in Holland is a polder near Rotterdam, which is about below sea level. Continuous drainage is necessary to keep Holland from flooding. In earlier centuries windmills were used for this task. The landscape was (and in places still is) dotted with windmills, which have become a symbol of Holland. Holland is , land and water included, making it roughly 13% of the area of the Netherlands. Looking at land alone, it is in area. The combined population was 6.5 million in 2018. The main cities in Holland are Amsterdam, Rotterdam and The Hague. Amsterdam is formally the capital of the Netherlands and its largest city. The Port of Rotterdam is Europe's largest and most important harbour and port. The Hague is the seat of government of the Netherlands. These cities, combined with Utrecht and other smaller municipalities, effectively form a single metroplex—a conurbation called Randstad. The Randstad area is one of the most densely populated regions of Europe, but still relatively free of urban sprawl. There are strict zoning laws. Population pressures are enormous, property values are high, and new housing is constantly under development on the edges of the built-up areas. Surprisingly, much of the province still has a rural character. The remaining agricultural land and natural areas are highly valued and protected. Most of the arable land is used for intensive agriculture, including horticulture and greenhouse agri-businesses. Reclamation of the land The land that is now Holland has not been "stable" since prehistoric times. The western coastline shifted up to to the east and storm surges regularly broke through the row of coastal dunes. The Frisian Isles, originally joined to the mainland, became detached islands in the north. The main rivers, the Rhine and the Meuse (Maas), flooded regularly and changed course repeatedly and dramatically. The people of Holland found themselves living in an unstable, watery environment. Behind the dunes on the coast of the Netherlands a high peat plateau had grown, forming a natural protection against the sea. Much of the area was marsh and bog. By the tenth century the inhabitants set about cultivating this land by draining it. However, the drainage resulted in extreme soil shrinkage, lowering the surface of the land by up to . To the south of Holland, in Zeeland, and to the north, in Frisia, this development led to catastrophic storm floods literally washing away entire regions, as the peat layer disintegrated or became detached and was carried away by the flood water. From the Frisian side the sea even flooded the area to the east, gradually hollowing Holland out from behind and forming the Zuiderzee (the present IJsselmeer). This inland sea threatened to link up with the "drowned lands" of Zealand in the south, reducing Holland to a series of narrow dune barrier islands in front of a lagoon. Only drastic administrative intervention saved the county from utter destruction. The counts and large monasteries took the lead in these efforts, building the first heavy emergency dikes to bolster critical points. Later special autonomous administrative bodies were formed, the waterschappen ("water control boards"), which had the legal power to enforce their regulations and decisions on water management. They eventually constructed an extensive dike system that covered the coastline and the polders, thus protecting the land from further incursions by the sea. However, the Hollanders did not stop there. Starting around the 16th century, they took the offensive and began land reclamation projects, converting lakes, marshy areas and adjoining mudflats into polders. This continued well into the 20th century. As a result, historical maps of medieval and early modern Holland bear little resemblance to present maps. This ongoing struggle to master the water played an important role in the development of Holland as a maritime and economic power, and has traditionally been seen as developing the presumed collective character of its inhabitants: stubborn, egalitarian and frugal. Economy The gross domestic product (GDP) of the region was €330.746 billion (US$B) in 2019. Culture The stereotypical image of Holland is a contrived amalgam of tulips, windmills, clogs, Edam cheese and the traditional dress (klederdracht) of the village of Volendam, far from the reality of everyday Holland. These stereotypes were deliberately created in the late 19th century by official "Holland Promotion" to attract tourists. The predominance of Holland in the Netherlands has resulted in regionalism on the part of the other provinces, a reaction to the perceived threat that Holland poses to their local culture and identity. The other provinces have a strong, and often negative, image of Holland and the Hollanders, to whom certain qualities are ascribed within a mental geography, a conceptual mapping of spaces and their inhabitants. On the other hand, some Hollanders take Holland's cultural dominance for granted and treat the concepts of "Holland" and "the Netherlands" as coinciding. Consequently, they see themselves not primarily as Hollanders, but simply as Dutch (Nederlanders). This phenomenon has been called "hollandocentrism". Languages The predominant language spoken in Holland is Dutch. Hollanders sometimes call the Dutch language "Hollands," instead of the standard term Nederlands. Inhabitants of Belgium and other provinces of the Netherlands use "Hollands" to mean a Hollandic dialect or strong accent. Standard Dutch was historically largely based on the dialect of the County of Holland, incorporating many traits derived from the dialects of the previously more powerful Duchy of Brabant and County of Flanders. Strong dialectal variation still exists throughout the Low Countries. Today, Holland proper is the region where the original dialects are least spoken, in many areas having been completely replaced by standard Dutch, and the Randstad has the largest influence on the developments of the standard language—with the exception of the Dutch spoken in Belgium. Despite this correspondence between standard Dutch and the Dutch spoken in the Randstad, there are local variations within Holland itself that differ from standard Dutch. The main cities each have their own modern urban dialect, that can be considered a sociolect. Some people, especially in the area north of Amsterdam, still speak the original dialect of the county, Hollandic. This dialect is present in the north: Volendam and Marken and the area around there, West Friesland and the Zaanstreek; and in a southeastern fringe bordering the provinces of North Brabant and Utrecht. In the south on the island of Goeree-Overflakkee, Zeelandic is spoken. Legacy New Holland The province of Holland gave its name to a number of colonial settlements and discovered regions that were called Nieuw Holland or New Holland. The largest was the island continent presently known as Australia: New Holland was first applied to Australia in 1644 by the Dutch seafarer Dirk Hartog as a Latin Nova Hollandia, and remained in international use for 190 years. After its discovery by the Dutch explorer Abel Tasman, New Zealand was likewise named after the Dutch province of Zealand. In the Netherlands Nieuw Holland would remain the usual name of the continent until the end of the 19th century; it is now no longer in use there, the Dutch name today being Australië. As contemporary exonym for the Netherlands While "Holland" has been replaced in English as the official name for the country of the Netherlands, many other languages use it or a variant of it to officially refer to the Netherlands. This is the case in Southeast Asia particularly Indonesia and Malaysia, for example: Acehnese: Blanda Banjar: Walanda Banyumasan: Landa Javanese: Walanda Malay (including Indonesian and Malaysian standards): Belanda Minangkabau: Balando References Regions of the Netherlands
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The Republic of Turkey was created after the overthrow of Sultan Mehmet VI Vahdettin by the new Republican Parliament in 1922. This new regime delivered the coup de grâce to the Ottoman state which had been practically wiped away from the world stage following the First World War. Background The Ottoman Empire was since its foundation in , ruled as an absolute monarchy. Between 1839 and 1876 the Empire went through a period of reform. The Young Ottomans who were dissatisfied with these reforms worked together with Sultan Abdülhamid II to realize some form of constitutional arrangement in 1876. After the short-lived attempt of turning the Empire into a constitutional monarchy, Sultan Abdülhamid II turned it back into an absolute monarchy by 1878 by suspending the constitution and parliament. A couple decades later a new reform movement under the name of the Young Turks conspired against Sultan Abdülhamid II, who was still in charge of the Empire, by starting the Young Turk Revolution. They forced the sultan to reintroduce the constitutional rule in 1908. This led to a rise of active participation of the military in politics. In 1909 they deposed the sultan and in 1913 seized power in a coup. In 1914 the Ottoman Empire entered World War I on the side of the Central Powers as an ally of the German Empire and subsequently lost the war. The goal was to win territory in the East to compensate for the loses in the West in previous years during the Italo-Turkish War and the Balkan Wars. In 1918 the leaders of the Young Turks took full responsibility for the lost war and fled the country into exile leaving the country in chaos. The Armistice of Mudros was signed which granted the Allies, in a broad and vaguely worded clause, the right to further occupy Anatolia "in case of disorder". Within days French and British troops started occupying the remaining territory controlled by the Ottoman Empire. Mustafa Kemal Atatürk and other army officers started a resistance movement. Shortly after the Greek occupation of Western Anatolia in 1919, Mustafa Kemal Pasha set foot in Samsun to start the Turkish War of Independence against the occupations and persecutions of Muslims in Anatolia. He and the other army officers alongside him dominated the polity that finally established the Republic of Turkey out of what was left of the Ottoman Empire. Turkey was established based on the ideology found in the country's pre-Ottoman history and was also steered towards a secular political system to diminish the influence of religious groups such as the Ulema. Single-party period (1923–1945) Atatürk era (1923–1938) The history of modern Turkey begins with the foundation of the republic on 29 October 1923, with Atatürk as its first president. The government was formed from the Ankara-based revolutionary group, led by Mustafa Kemal Atatürk and his colleagues. The second constitution was ratified by the Grand National Assembly on 20 April 1924. For about the next 10 years, the country saw a steady process of secular Westernization through Atatürk's Reforms, which included the unification of education; the discontinuation of religious and other titles; the closure of Islamic courts and the replacement of Islamic canon law with a secular civil code modeled after Switzerland's and a penal code modeled after the Italian Penal Code; recognition of the equality between the sexes and the granting of full political rights to women on 5 December 1934; the language reform initiated by the newly founded Turkish Language Association; replacement of the Ottoman Turkish alphabet with the new Turkish alphabet derived from the Latin alphabet; the dress law (the wearing of a fez, is outlawed); the law on family names; and many others. Chronology of Major Kemalist Reforms: 1 November 1922: Abolition of the office of the Ottoman Sultan. 29 October 1923: Proclamation of the Republic of Turkey. 3 March 1924: Abolition of the office of Caliphate held by the Ottoman Caliphate. 25 November 1925: Change of headgear and dress. 30 November 1925: Closure of religious convents and dervish lodges. 1 March 1926: Introduction of the new penal law. 4 October 1926: Introduction of the new civil code. 1 November 1928: Adoption of the new Turkish alphabet. 21 June 1934: Introduction of the law on family names. 26 November 1934: Abolition of titles and by-names. 5 December 1934: Full political rights, to vote and be elected, to women. 5 February 1937: The inclusion of the principle of secularism in the constitution. The first party to be established in the newly formed republic was the Women's Party (Kadınlar Halk Fırkası). It was founded by Nezihe Muhiddin and several other women but was stopped from its activities, since during the time women were not yet legally allowed to engage in politics. The actual passage to multi-party period was first attempted with the Liberal Republican Party by Ali Fethi Okyar. The Liberal Republican Party was dissolved on 17 November 1930 and no further attempt for a multi-party democracy was made until 1945. Turkey was admitted to the League of Nations in July 1932. Foreign policy Historically, Turkey continued the Foreign relations of the Ottoman Empire to balance regional and global powers off against one another, forming alliances that best protected the interests of the incumbent regime. The Soviet Union played a major role in supplying weapons to and financing Mustafa Kemal Atatürk's faction during the Turkish War of Independence but Turkey's followed a course of relative international isolation during the period of Atatürk's Reforms in 1920s and 1930s. International conferences gave Turkey full control of the strategic straits linking the Black Sea and the Mediterranean, through the Treaty of Lausanne in 1923 and the Montreux Convention of 1936. Post-Atatürk era (1938–1945) Atatürk's successor after his death on 10 November 1938 was İsmet İnönü. He started his term in the office as a respected figure of the Independence War but because of internal fights between power groups and external events like the World War which caused a lack of goods in the country, he lost some of his popularity and support. In the late 1930s Nazi Germany made a major effort to promote anti-Soviet propaganda in Turkey and exerted economic pressure. Britain and France, eager to outmaneuver Germany, negotiated a tripartite treaty in 1939. They gave Turkey a line of credit to purchase war materials from the West and a loan to facilitate the purchase of commodities. Afraid of threats from Germany and Russia, Turkey maintained neutrality. It sold chrome—an important war material—to both sides. It was clear by 1944 that Germany would be defeated and the chrome sales to Germany stopped. Turkey's goal was to maintain neutrality during the war. Ambassadors from the Axis powers and Allies intermingled in Ankara. İnönü signed a non-aggression treaty with Nazi Germany on 18 June 1941, 4 days before the Axis powers invaded the Soviet Union. Nationalist magazines Bozrukat and Chinar Altu called for the declaration of war against the Soviet Union. In July 1942, Bozrukat published a map of Greater Turkey, which included Soviet controlled Caucasus and central Asian republics. In the summer of 1942, Turkish high command considered war with the Soviet Union almost unavoidable. An operation was planned, with Baku being the initial target. Turkey traded with both sides and purchased arms from both sides. The Allies tried to stop German purchases of chrome (used in making better steel). Inflation was high as prices doubled. By August 1944, the Axis was clearly losing the war and Turkey broke off relations. Only in February 1945, Turkey declared war on Germany and Japan, a symbolic move that allowed Turkey to join the future United Nations. On 24 October 1945 Turkey signed the United Nations Charter as one of the fifty-one original members. Multi-party transition (1945) In 1945, the first opposition party in the multi-party system in Turkey, the National Development Party, was established by industrialist Nuri Demirağ. In 1946, İnönü's government organized multi-party elections, which were won by his party. He remained as the president of the country until 1950. He is still remembered as one of the key figures of Turkey. Multi-party period (1945–present) Early period (1945–1987) Although the multi-party period began in 1945, the election of the Democratic Party government in May 1950 marked the first victory by a non-CHP party. The government of Adnan Menderes (1950-1960) proved very popular at first, relaxing the restrictions on Islam and presiding over a booming economy. In the latter half of the 1950s, however, the economy began to fail and the government introduced censorship laws limiting dissent. The government became plagued by high inflation and a massive debt. Military coups On 27 May 1960, General Cemal Gürsel led a military coup d'état, removing President Celal Bayar and Prime Minister Menderes, the second of whom was executed. The system returned to civilian control in October 1961. A fractured political system emerged in the wake of the 1960 coup, producing a series of unstable government coalitions in parliament alternating between the Justice Party of Süleyman Demirel on the right and the Republican People's Party of İsmet İnönü and Bülent Ecevit on the left. The army issued a memorandum warning the civilian government in 1971, leading to another coup which resulted in the fall of the Demirel government and the establishment of interim governments. In July 1974, under Prime Minister Ecevit in coalition with the religious National Salvation Party, Turkey carried out the invasion of Cyprus. The governments of the National Front, a series of coalitions between rightist parties, followed as Ecevit was not able to remain in office despite ranking first in the elections. The fractured political scene and poor economy led to mounting violence between ultranationalists and communists in the streets of Turkey's cities, resulting in some 5,000 deaths during the late 1970s. A military coup d'état, headed by General Kenan Evren, took place in 1980. Martial law was extended from 20 to all then existing 67 provinces of Turkey. Within two years, the military returned the government to civilian hands, although retaining close control of the political scene. The political system came under one-party governance under the Motherland Party (ANAP) of Turgut Özal (Prime Minister from 1983 to 1989). The ANAP combined a globally oriented economic program with the promotion of conservative social values. Under Özal, the economy boomed, converting towns like Gaziantep from small provincial capitals into mid-sized economic boomtowns. Military rule began to be phased out at the end of 1983. In particular in provinces in the south-east of Turkey it was replaced by a state of emergency. Conflict with Kurdish groups (1984–present) A conflict started in 1984 between the Turkish government and various Kurdish insurgent groups, which have demanded separation from Turkey to create an independent Kurdistan, mainly Kurdistan Workers' Party (PKK) and primarily in the southeast of the country. In 1985 the government established village guards (local paramilitary militias) to oppose Kurdish groups. More than 50,000 people including civilians have died as a result of the conflict. To counter the insurgency further, in 1987 the OHAL (state of emergency) region was established in several provinces where the rebellion was active and in which a super-governor governed with extensive political power over the political and security departments. The PKK has announced a cease-fire between 1993 and 1998 and declared it would not want to separate from Turkey, but demanded peace negotiations and cultural rights. Turkey refused to deliver any at the time. The leader of PKK, Abdullah Öcalan was captured in Nairobi by the Turkish National Intelligence Agency (MIT) and taken to Turkey where he was sentenced for terrorism and treason charges in the first days of February 1999. In 2013, the Turkish government started talks with Öcalan. Following mainly secret negotiations, a largely successful ceasefire was put in place by both the Turkish state and the PKK. On 21 March 2013, Öcalan announced the "end of armed struggle" and a ceasefire with peace talks. On 25 July 2015, the conflict resumed when the Turkish Air Force bombed PKK positions in Iraq. Political instability (1987–2002) Starting in July 1987, the South-East was submitted to state of emergency legislation, a measure which lasted until November 2002. With the turn of the 1990s, political instability returned. The 1995 elections brought a short-lived coalition between Mesut Yılmaz's ANAP and the True Path Party, now with Tansu Çiller at the helm. In 1997, the military, citing his government's support for religious policies deemed dangerous to Turkey's secular nature, sent a memorandum to Prime Minister Necmettin Erbakan requesting that he resign, which he did. The event has been famously labelled a "postmodern coup" by the Turkish admiral Salim Dervişoğlu. Shortly thereafter, the Welfare Party (RP) was banned and reborn as the Virtue Party (FP). A new government was formed by ANAP and Ecevit's Democratic Left Party (DSP) supported from the outside by the center-left Republican People's Party (CHP), led by Deniz Baykal. The DSP became the largest parliamentary party in the 1999 elections. Second place went to the far-right Nationalist Movement Party (MHP). These two parties, alongside Yılmaz's ANAP formed a government. The government was somewhat effective, if not harmonious, bringing about much-needed economic reform, instituting human rights legislation, and bringing Turkey ever closer to the European Union. AKP government (2002–present) A series of economic shocks led to new elections in 2002, bringing into power the conservative Justice and Development Party (AKP). It was headed by the former mayor of Istanbul, Recep Tayyip Erdoğan. The political reforms of the AKP have ensured the beginning of the negotiations with the European Union. The AKP again won the 2007 elections, which followed the controversial August 2007 presidential election, during which AKP member Abdullah Gül was elected president at the third round. Recent developments in Iraq (explained under positions on terrorism and security), secular and religious concerns, the intervention of the military in political issues, relations with the EU, the United States, and the Muslim world were the main issues. The outcome of this election, which brought the Turkish and Kurdish ethnic/nationalist parties (MHP and DTP) into the parliament, affected Turkey's bid for the European Union membership. AKP is the only government in Turkish political history that has managed to win three general elections in a row with an increasing number of votes received in each one. The AKP has positioned itself in the midpoint of the Turkish political scene, much thanks to the stability brought by steady economic growth since they came to power in 2002. A large part of the population have welcomed the end of the political and economic instability of the 1990s, often associated with coalition governments - see Economic history of Turkey. 2011 figures showed a 9% GDP growth for Turkey. Alleged members of a clandestine group called Ergenekon were detained in 2008 as part of a long and complex trial. Members are accused of terrorism and of plotting to overthrow the civilian government. On 22 February 2010, more than 40 officers were arrested and formally charged with attempting to overthrow the government with respect to so-called "Sledgehammer" plot. The accused included four admirals, a general and two colonels, some of them retired, including former commanders of the Turkish navy and air force (three days later, the former commanders of the navy and air force were released). Although the 2013 protests in Turkey started as a response against the removal of Taksim Gezi Park in Istanbul, they have sparked riots across the country in cities such as Izmir and Ankara as well. Three and a half million people are estimated to have taken an active part in almost 5,000 demonstrations across Turkey connected with the original Gezi Park protest. Twenty-two people were killed and more than 8,000 were injured, many critically. In the Turkish parliamentary elections of 1 November 2015, the Justice and Development Party (AKP) won back the absolute majority in parliament: 317 of the 550 seats. CHP won 134 seats, HDP 59 seats, MHP 40 seats. Since 2013, in the conflict between Islamic State of Iraq and the Levant (ISIL) and Turkish government, 304 civilians were killed by ISIL attacks across Turkey, excluding 2015 Ankara bombings allegedly perperated by ISIL in which 109 civilians died. 2015 Ankara bombings was the deadliest terror attack in modern Turkish history. On 15 July 2016, factions within the Turkish Military attempted to overthrow President Recep Tayyip Erdoğan, citing growing non-secularism and censorship as motivation for the attempted coup. The coup was blamed on the influence of the vast network led by U.S.-based Muslim cleric Fethullah Gülen. In the aftermath of the failed coup, major purges have occurred, including that of military officials, police officers, judges, governors and civil servants. There has also been significant media purge in the aftermath of the failed coup. There has been allegations of torture in connection with these purges. In December 2016, an off duty cop Mevlut Altintas shoots dead the Russian Ambassador inside an Art Gallery. He refuses to surrender and is then shot dead by special police. On 16 April 2017, the Turkey constitutional referendum was voted in, although narrowly and divided. The referendum creates a Presidential Republic. Many observers and European states view the referendum as an "enabling act" and see it as "democratically backsliding". On 24 June 2018, Recep Tayyip Erdogan won the presidential election in Turkey again. He was Turkey’s first directly elected president. In 2016, the Turkish coup took place. A number of rogue government units took over and were only repelled after a few hours. In October 2018, Prince MBS of Saudi Arabia sends a group of government agents to murder prominent critic, Jamal Khashoggi. His death is just a few days before his sixtieth birthday. Between 9 October and 25 November 2019, Turkey conducted a military offensive into north-eastern Syria. An ongoing worldwide pandemic of coronavirus disease 2019 (COVID-19), a novel infectious disease caused by severe acute respiratory syndrome coronavirus 2 (SARS-CoV-2), was first confirmed to have spread to Turkey in March 2020. In December, COVID-19 cases in Turkey surpassed 1 million due to adding asymptomatic and mildly symptomatic cases that were previously not included in their official statistics. See also History of Turkey Government of the Grand National Assembly (1920–1923) References Further reading Bein, Amit. Ottoman Ulema, Turkish Republic: Agents of Change and Guardians of Tradition (2011) Amazon.com Cagaptay, Soner. The new sultan: Erdogan and the crisis of modern Turkey (2nd ed. . Bloomsbury Publishing, 2020). Hanioglu, M. Sukru. Atatürk: An intellectual biography (2011) Amazon.com excerpt Kirişci, Kemal, and Amanda Sloat. "The rise and fall of liberal democracy in Turkey: Implications for the West" Foreign Policy at Brookings (2019) online - Published online on 5 August 2011 Yavuz, M. Hakan. Islamic Political Identity in Turkey (2003) Amazon.com Yesil, Bilge. Media in New Turkey: The Origins of an Authoritarian Neoliberal State (University of Illinois Press, 2016) online review Zurcher, Erik. Turkey: A Modern History (2004) Amazon.com External links Vintage Turkey: Under the Moon Star - slideshow by Life magazine Articles containing video clips
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Haiti (; French: ; ), officially the Republic of Haiti (; ), and formerly known as Hayti, is a country located on the island of Hispaniola in the Greater Antilles archipelago of the Caribbean Sea, to the east of Cuba and Jamaica and south of The Bahamas and the Turks and Caicos Islands. It occupies the western three-eighths of the island which it shares with the Dominican Republic. To its south-west lies the small Navassa Island, which is claimed by Haiti but is disputed as a United States territory under federal administration. Haiti is in size, the third largest country in the Caribbean by area, and has an estimated population of 11.4 million, making it the most populous country in the Caribbean. The capital is Port-au-Prince. The island was originally inhabited by the indigenous Taíno people, who originated in South America. The first Europeans arrived on 5 December 1492 during the first voyage of Christopher Columbus, who initially believed he had found India or China. Columbus subsequently founded the first European settlement in the Americas, La Navidad, on what is now the northeastern coast of Haiti. The island was claimed by Spain and named , forming part of the Spanish Empire until the early 17th century. However, competing claims and settlements by the French led to the western portion of the island being ceded to France in 1697, which was subsequently named . French colonists established lucrative sugarcane plantations, worked by vast numbers of slaves brought from Africa, which made the colony one of the richest in the world. In the midst of the French Revolution (1789–99), slaves and free people of color launched the Haitian Revolution (1791–1804), led by a former slave and the first black general of the French Army, Toussaint Louverture. After 12 years of conflict, Napoleon Bonaparte's forces were defeated by Louverture's successor, Jean-Jacques Dessalines (later Emperor Jacques I), who declared Haiti's sovereignty on 1 January 1804—the first independent nation of Latin America and the Caribbean, the second republic in the Americas, the first country in the Americas to abolish slavery, and the only state in history established by a successful slave revolt. Apart from Alexandre Pétion, the first President of the Republic, all of Haiti's first leaders were former slaves. After a brief period in which the country was split in two, President Jean-Pierre Boyer united the country and then attempted to bring the whole of Hispaniola under Haitian control, precipitating a long series of wars that ended in the 1870s when Haiti formally recognized the independence of the Dominican Republic. Haiti's first century of independence was characterized by political instability, ostracism by the international community and the payment of a crippling debt to France. Political volatility and foreign economic influence in the country prompted the U.S. to occupy the country from 1915 to 1934. Following a series of short-lived presidencies, François 'Papa Doc' Duvalier took power in 1956, ushering in a long period of autocratic rule continued by his son, Jean-Claude 'Baby Doc' Duvalier, that lasted until 1986; the period was characterized by state-sanctioned violence against the opposition and civilians, corruption, and economic stagnation. After 1986, Haiti began attempting to establish a more democratic political system. Haiti is a founding member of the United Nations, Organization of American States (OAS), Association of Caribbean States, and the Organisation internationale de la Francophonie. In addition to CARICOM, it is a member of the International Monetary Fund, World Trade Organization, and the Community of Latin American and Caribbean States. Historically poor and politically unstable, Haiti has the lowest Human Development Index in the Americas. Since the turn of the 21st century, the country has endured a coup d'état, which prompted U.N. intervention, as well as a catastrophic earthquake that killed over 250,000 people. Etymology Haiti (also earlier Hayti) comes from the indigenous Taíno language, in which it means "land of high mountains" and named the entire island of Hispaniola. The name was restored by Haitian revolutionary Jean-Jacques Dessalines as the official name of independent Saint-Domingue, as a tribute to the Amerindian predecessors. In French, the ï in Haïti has a diacritical mark (used to show that the second vowel is pronounced separately, as in the word naïve), while the H is silent. (In English, this rule for the pronunciation is often disregarded, thus the spelling Haiti is used.) There are different anglicizations for its pronunciation such as HIGH-ti, high-EE-ti and haa-EE-ti, which are still in use, but HAY-ti is the most widespread and best-established. In French, Haiti's nickname means the "Pearl of the Antilles" (La Perle des Antilles) because of both its natural beauty and the amount of wealth it accumulated for the Kingdom of France. During the 18th century the colony was the world's leading producer of sugar and coffee. In Haitian Creole, it is spelled and pronouned with a y but no H: . History Pre-Columbian history The island of Hispaniola, of which Haiti occupies the western three-eighths, has been inhabited since about 5000 BC by groups of Native Americans thought to have arrived from Central or South America. Genetic studies show that some of these groups were related to the Yanomami of the Amazon Basin. Amongst these early settlers were the Ciboney peoples, followed by the Taíno, speakers of an Arawakan language, elements of which have been preserved in Haitian Creole. The Taíno name for the entire island was Haiti, or alternatively Quisqeya. In Taíno society the largest unit of political organization was led by a cacique, or chief, as the Europeans understood them. The island of Hipaniola was divided among five 'caciquedoms': the Magua in the north east, the Marien in the north west, the Jaragua in the south west, the Maguana in the central regions of Cibao, and the Higüey in the south east. Taíno cultural artifacts include cave paintings in several locations in the country. These have become national symbols of Haiti and tourist attractions. Modern-day Léogâne, started as a French colonial town in the southwest, is beside the former capital of the caciquedom of Xaragua. Colonial era Spanish rule (1492–1625) Navigator Christopher Columbus landed in Haiti on 6 December 1492, in an area that he named Môle-Saint-Nicolas, and claimed the island for the Crown of Castile. Nineteen days later, his ship the Santa María ran aground near the present site of Cap-Haïtien. Columbus left 39 men on the island, who founded the settlement of La Navidad on 25 December 1492. Relations with the native peoples, initially good, broke down and the settlers were later killed by the Taíno. The sailors carried endemic Eurasian infectious diseases to which the native peoples lacked immunity, causing them to die in great numbers in epidemics. The first recorded smallpox epidemic in the Americas erupted on Hispaniola in 1507. Their numbers were further reduced by the harshness of the system, in which the Spanish forced natives to work in gold mines and plantations. The Spanish passed the Laws of Burgos, 1512–13, which forbade the maltreatment of natives, endorsed their conversion to Catholicism, and gave legal framework to . The natives were brought to these sites to work in specific plantations or industries. As the Spanish re-focused their colonization efforts on the greater riches of mainland Central and South America, Hispaniola became reduced largely to a trading and refueling post. As a result piracy became widespread, encouraged by European powers hostile to Spain such as France (based on Île de la Tortue) and England. The Spanish largely abandoned the western third of the island, focusing their colonization effort on the eastern two-thirds. The western part of the island was thus gradually settled by French buccaneers; among them was Bertrand d'Ogeron, who succeeded in growing tobacco and recruited many French colonial families from Martinique and Guadeloupe. In 1697 France and Spain settled their hostilities on the island by way of the Treaty of Ryswick of 1697, which divided Hispaniola between them. French rule (1625–1804) France received the western third and subsequently named it Saint-Domingue, the French equivalent of Santo Domingo, the Spanish colony on Hispaniola. The French set about creating sugar and coffee plantations, worked by vast numbers of slaves imported from Africa, and Saint-Domingue grew to become their richest colonial possession. The French settlers were outnumbered by slaves by almost 10 to 1. According to the 1788 Census, Haiti's population consisted of nearly 25,000 Europeans, 22,000 free coloreds and 700,000 African slaves. In contrast, by 1763 the white population of French Canada, a far larger territory, had numbered only 65,000. In the north of the island, slaves were able to retain many ties to African cultures, religion and language; these ties were continually being renewed by newly imported Africans. Some West African slaves held on to their traditional Vodou beliefs by secretly syncretizing it with Catholicism. The French enacted the Code Noir ("Black Code"), prepared by Jean-Baptiste Colbert and ratified by Louis XIV, which established rules on slave treatment and permissible freedoms. Saint-Domingue has been described as one of the most brutally efficient slave colonies; one-third of newly imported Africans died within a few years. Many slaves died from diseases such as smallpox and typhoid fever. They had low birth rates, and there is evidence that some women aborted fetuses rather than give birth to children within the bonds of slavery. The colony's environment also suffered, as forests were cleared to make way for plantations and the land was overworked so as to extract maximum profit for French plantation owners. As in its Louisiana colony, the French colonial government allowed some rights to free people of color (gens de couleur), the mixed-race descendants of European male colonists and African female slaves (and later, mixed-race women). Over time, many were released from slavery and they established a separate social class. White French Creole fathers frequently sent their mixed-race sons to France for their education. Some men of color were admitted into the military. More of the free people of color lived in the south of the island, near Port-au-Prince, and many intermarried within their community. They frequently worked as artisans and tradesmen, and began to own some property, including slaves of their own. The free people of color petitioned the colonial government to expand their rights. The brutality of slave life led many slaves to escape to mountainous regions, where they set up their own autonomous communities and became known as Maroons. One Maroon leader, François Mackandal, led a rebellion in the 1750s, however he was later captured and executed by the French. Haitian Revolution (1791–1804) Inspired by the French Revolution of 1789 and principles of the rights of man, the French settlers and free people of color pressed for greater political freedom and more civil rights. Tensions between these two groups led to conflict, as a militia of free-coloreds was set up in 1790 by Vincent Ogé, resulting in his capture, torture and execution. Sensing an opportunity, in August 1791 the first slave armies were established in northern Haiti under the leadership of Toussaint Louverture inspired by the Vodou houngan (priest) Boukman, and backed by the Spanish in Santo Domingo – soon a full-blown slave rebellion had broken out across the entire colony. In 1792, the French government sent three commissioners with troops to re-establish control; to build an alliance with the gens de couleur and slaves commissioners Léger-Félicité Sonthonax and Étienne Polverel abolished slavery in the colony. Six months later, the National Convention, led by Maximilien de Robespierre and the Jacobins, endorsed abolition and extended it to all the French colonies. The United States, which was a new republic itself, oscillated between supporting or not supporting Toussaint Louverture and the emerging country of Haiti, depending on who was President of the US. Washington, who was a slave holder and isolationist, kept the United States neutral, although private US citizens at times provided aid to French planters trying to put down the revolt. John Adams, a vocal opponent of slavery, fully supported the slave revolt by providing diplomatic recognition, financial support, munitions and warships (including the USS Constitution) beginning in 1798. This support ended in 1801 when Jefferson, another slave-holding president, took office and recalled the US Navy. With slavery abolished, Toussaint Louverture pledged allegiance to France, and he fought off the British and Spanish forces who had taken advantage of the situation and invaded Saint-Domingue. The Spanish were later forced to cede their part of the island to France under the terms of the Peace of Basel in 1795, uniting the island under one government. However an insurgency against French rule broke out in the east, and in the west there was fighting between Louverture's forces and the free people of color led by André Rigaud in the War of the Knives (1799–1800). Many surviving free people of color left the island as refugees. After Louverture created a separatist constitution and proclaimed himself governor-general for life, Napoléon Bonaparte in 1802 sent an expedition of 20,000 soldiers and as many sailors under the command of his brother-in-law, Charles Leclerc, to reassert French control. The French achieved some victories, but within a few months most of their army had died from yellow fever. Ultimately more than 50,000 French troops died in an attempt to retake the colony, including 18 generals. The French managed to capture Louverture, transporting him to France for trial. He was imprisoned at Fort de Joux, where he died in 1803 of exposure and possibly tuberculosis. The slaves, along with free gens de couleur and allies, continued their fight for independence, led by generals Jean-Jacques Dessalines, Alexandre Pétion and Henry Christophe. The rebels finally managed to decisively defeat the French troops at the Battle of Vertières on 18 November 1803, establishing the first nation ever to successfully gain independence through a slave revolt. Under the overall command of Dessalines, the Haitian armies avoided open battle, and instead conducted a successful guerrilla campaign against the Napoleonic forces, working with diseases such as yellow fever to reduce the numbers of French soldiers. Later that year France withdrew its remaining 7,000 troops from the island and Napoleon gave up his idea of re-establishing a North American empire, selling Louisiana (New France) to the United States, in the Louisiana Purchase. It has been estimated that between 24,000 and 100,000 Europeans, and between 100,000 and 350,000 Haitian ex-slaves, died in the revolution. In the process, Dessalines became arguably the most successful military commander in the struggle against Napoleonic France. Independent Haiti First Empire (1804–1806) The independence of Saint-Domingue was proclaimed under the native name 'Haiti' by Jean-Jacques Dessalines on 1 January 1804 in Gonaïves and he was proclaimed "Emperor for Life" as Emperor Jacques I by his troops. Dessalines at first offered protection to the white planters and others. However, once in power, he ordered the massacre of nearly all the remaining white men, women, children; between January and April 1804, 3,000 to 5,000 whites were killed, including those who had been friendly and sympathetic to the black population. Only three categories of white people were selected out as exceptions and spared: Polish soldiers, the majority of whom had deserted from the French army and fought alongside the Haitian rebels; the small group of German colonists invited to the north-west region; and a group of medical doctors and professionals. Reportedly, people with connections to officers in the Haitian army were also spared, as well as the women who agreed to marry non-white men. Fearful of the potential impact the slave rebellion could have in the slave states, U.S. President Thomas Jefferson refused to recognize the new republic. The Southern politicians who were a powerful voting bloc in the American Congress prevented U.S. recognition for decades until they withdrew in 1861 to form the Confederacy. The revolution led to a wave of emigration. In 1809, 9,000 refugees from Saint-Domingue, both white planters and people of color, settled en masse in New Orleans, doubling the city's population, having been expelled from their initial refuge in Cuba by Spanish authorities. In addition, the newly arrived slaves added to the city's African population. The plantation system was reestablished in Haiti, albeit for wages, however many Haitians were marginalized and resented the heavy-handed manner in which this was enforced in the new nation's politics. The rebel movement splintered, and Dessalines was assassinated by rivals on 17 October 1806. State of Haiti, Kingdom of Haiti and the Republic (1806–1820) After Dessalines' death Haiti became split into two, with the Kingdom of Haiti in the north directed by Henri Christophe, later declaring himself Henri I, and a republic in the south centered on Port-au-Prince, directed by Alexandre Pétion, an homme de couleur. Christophe established a semi-feudal corvée system, with a rigid education and economic code. Pétion's republic was less absolutist, and he initiated a series of land reforms which benefited the peasant class. President Pétion also gave military and financial assistance to the revolutionary leader Simón Bolívar, which were critical in enabling him to liberate the Viceroyalty of New Granada. Meanwhile, the French, who had managed to maintain a precarious control of eastern Hispaniola, were defeated by insurgents led by Juan Sánchez Ramírez, with the area returning to Spanish rule in 1809 following the Battle of Palo Hincado. Unification of Hispaniola (1821–1844) Beginning in 1821, President Jean-Pierre Boyer, also an homme de couleur and successor to Pétion, reunified the island following the suicide of Henry Christophe. After Santo Domingo declared its independence from Spain on 30 November 1821, Boyer invaded, seeking to unite the entire island by force and ending slavery in Santo Domingo. Struggling to revive the agricultural economy to produce commodity crops, Boyer passed the Code Rural, which denied peasant laborers the right to leave the land, enter the towns, or start farms or shops of their own, causing much resentment as most peasants wished to have their own farms rather than work on plantations. Starting in September 1824, more than 6,000 African Americans migrated to Haiti, with transportation paid by an American philanthropic group similar in function to the American Colonization Society and its efforts in Liberia. Many found the conditions too harsh and returned to the United States. In July 1825, King Charles X of France, during a period of restoration of the French monarchy, sent a fleet to reconquer Haiti. Under pressure, President Boyer agreed to a treaty by which France formally recognized the independence of the nation in exchange for a payment of 150 million francs. By an order of 17 April 1826, the King of France renounced his rights of sovereignty and formally recognized the independence of Haiti. The enforced payments to France hampered Haiti's economic growth for years, exacerbated by the fact that many Western nations continued to refuse formal diplomatic recognition to Haiti; Britain recognized Haitian independence in 1833, and the United States not until 1862. Haiti borrowed heavily from Western banks at extremely high interest rates to repay the debt. Although the amount of the reparations was reduced to 90 million in 1838, by 1900 80% of Haiti's government spending was debt repayment and the country did not finish repaying it until 1947. Loss of the Spanish portion of the island After losing the support of Haiti's elite, Boyer was ousted in 1843, with Charles Rivière-Hérard replacing him as president. Nationalist Dominican forces in eastern Hispaniola led by Juan Pablo Duarte seized control of Santo Domingo on 27 February 1844. The Haitian forces, unprepared for a significant uprising, capitulated to the rebels, effectively ending Haitian rule of eastern Hispaniola. In March Rivière-Hérard attempted to reimpose his authority, but the Dominicans put up stiff opposition and inflicted heavy losses. Rivière-Hérard was removed from office by the mulatto hierarchy and replaced with the aged general Philippe Guerrier, who assumed the presidency on 3 May 1844. Guerrier died in April 1845, and was succeeded by General Jean-Louis Pierrot. Pierrot's most pressing duty as the new president was to check the incursions of the Dominicans, who were harassing the Haitian troops. Dominican gunboats were also making depredations on Haiti's coasts. President Pierrot decided to open a campaign against the Dominicans, whom he considered merely as insurgents, however the Haitian offensive of 1845 was stopped on the frontier. On 1 January 1846 Pierrot announced a fresh campaign to reimpose Haitian suzerainty over eastern Hispaniola, but his officers and men greeted this fresh summons with contempt. Thus, a month later – February 1846 – when Pierrot ordered his troops to march against the Dominicans, the Haitian army mutinied, and its soldiers proclaimed his overthrow as president of the republic. With the war against the Dominicans having become very unpopular in Haiti, it was beyond the power of the new president, General Jean-Baptiste Riché, to stage another invasion. Second Empire (1849–1859) On 27 February 1847, President Riché died after only a year in power and was replaced by an obscure officer, General Faustin Soulouque. During the first two years of Soulouque's administration the conspiracies and opposition he faced in retaining power were so manifold that the Dominicans were given a further breathing space in which to consolidate their independence. But, when in 1848 France finally recognized the Dominican Republic as a free and independent state and provisionally signed a treaty of peace, friendship, commerce and navigation, Haiti immediately protested, claiming the treaty was an attack upon their own security. Soulouque decided to invade the new Republic before the French Government could ratify the treaty. On 21 March 1849, Haitian soldiers attacked the Dominican garrison at Las Matas. The demoralized defenders offered almost no resistance before abandoning their weapons. Soulouque pressed on, capturing San Juan. This left only the town of Azua as the remaining Dominican stronghold between the Haitian army and the capital. On 6 April, Azua fell to the 18,000-strong Haitian army, with a 5,000-man Dominican counterattack failing to oust them. The way to Santo Domingo was now clear. But the news of discontent existing at Port-au-Prince, which reached Soulouque, arrested his further progress and caused him to return with the army to his capital. Emboldened by the sudden retreat of the Haitian army, the Dominicans counter-attacked. Their flotilla went as far as Dame-Marie, which they plundered and set on fire. Soulouque, now self-proclaimed as Emperor Faustin I, decided to start a new campaign against them. In 1855, he again invaded the territory of the Dominican Republic. But owing to insufficient preparation, the army was soon in want of victuals and ammunition. In spite of the bravery of the soldiers, the Emperor had once more to give up the idea of a unified island under Haitian control. After this campaign, Britain and France intervened and obtained an armistice on behalf of the Dominicans, who declared independence as the Dominican Republic. The sufferings endured by the soldiers during the campaign of 1855, and the losses and sacrifices inflicted on the country without yielding any compensation or any practical results provoked great discontent. In 1858 a revolution began, led by General Fabre Geffrard, Duke of Tabara. In December of that year, Geffrard defeated the Imperial Army and seized control of most of the country. As a result, the Emperor abdicated his throne on 15 January 1859. Refused aid by the French Legation, Faustin was taken into exile aboard a British warship on 22 January 1859, and General Geffrard succeeded him as president. Late 19th century–early 20th century The period following Soulouque's overthrow down to the turn of the century was a turbulent one for Haiti, with repeated bouts of political instability. President Geffrard was overthrown in a coup in 1867, as was his successor, Sylvain Salnave, in 1869. Under the Presidency of Michel Domingue (1874–76) relations with the Dominican Republic were dramatically improved by the signing of a treaty, in which both parties acknowledged the independence of the other, bringing an end to Haitian dreams of bringing the entirety of Hispaniola under their control. Some modernisation of the economy and infrastructure also occurred in this period, especially under the Presidencies of Lysius Salomon (1879–88) and Florvil Hyppolite (1889–96). Haiti's relations with outside powers were often strained. In 1889 the United States attempted to force Haiti to permit the building of a naval base at Môle Saint-Nicolas, which was firmly resisted by President Hyppolite. In 1892 the German government supported suppression of the reform movement of Anténor Firmin, and in 1897, the Germans used gunboat diplomacy to intimidate and then humiliate the Haitian government of President Tirésias Simon Sam (1896–1902) during the Lüders Affair. In the first decades of the 20th century, Haiti experienced great political instability and was heavily in debt to France, Germany and the United States. A series of short lived presidencies came and went: President Pierre Nord Alexis was forced from power in 1908, as was his successor François C. Antoine Simon in 1911; President Cincinnatus Leconte (1911–12) was killed in a (possibly deliberate) explosion at the National Palace; Michel Oreste (1913–14) was ousted in a coup, as was his successor Oreste Zamor in 1914. United States occupation (1915–1934) Germany increased its influence in Haiti in this period, with a small community of German settlers wielding disproportionate influence in Haiti's economy. The German influence prompted anxieties in the United States, who had also invested heavily in the country, and whose government defended their right to oppose foreign interference in the Americas under the Monroe Doctrine. In December 1914, the Americans removed $500,000 from the Haitian National Bank, but rather than seize it to help pay the debt, it was removed for safe-keeping in New York, thus giving the United States control of the bank and preventing other powers from doing so. This gave a stable financial base on which to build the economy, and so enable the debt to be repaid. In 1915, Haiti's new President Vilbrun Guillaume Sam sought to strengthen his tenuous rule by a mass execution of 167 political prisoners. Outrage at the killings led to riots, and Sam was captured and killed by a lynch mob. Fearing possible foreign intervention, or the emergence of a new government led by the anti-American Haitian politician Rosalvo Bobo, President Woodrow Wilson sent U.S. Marines into Haiti in July 1915. The , under Rear Admiral Caperton, arrived in Port-au-Prince in an attempt to restore order and protect U.S. interests. Within days, the Marines had taken control of the capital city and its banks and customs house. The Marines declared martial law and severely censored the press. Within weeks, a new pro-U.S. Haitian president, Philippe Sudré Dartiguenave, was installed and a new constitution written that was favorable to the interests of the United States. The constitution (written by future US President Franklin D. Roosevelt) included a clause that allowed, for the first time, foreign ownership of land in Haiti, which was bitterly opposed by the Haitian legislature and citizenry. The occupation improved some of Haiti's infrastructure and centralized power in Port-au-Prince. 1700 km of roads were made usable, 189 bridges were built, many irrigation canals were rehabilitated, hospitals, schools, and public buildings were constructed, and drinking water was brought to the main cities. Port-au-Prince became the first Caribbean city to have a phone service with automatic dialling. Agricultural education was organized, with a central school of agriculture and 69 farms in the country. However, many infrastructure projects were built using the corvée system that allowed the government/occupying forces to take people from their homes and farms, at gunpoint if necessary, to build roads, bridges etc. by force, a process that was deeply resented by ordinary Haitians. Sisal was also introduced to Haiti, and sugarcane and cotton became significant exports, boosting prosperity. Haitian traditionalists, based in rural areas, were highly resistant to U.S.-backed changes, while the urban elites, typically mixed-race, welcomed the growing economy, but wanted more political control. Together they helped secure an end to the occupation in 1934, under the Presidency of Sténio Vincent (1930–41). The debts were still outstanding, though less due to increased prosperity, and the U.S. financial advisor-general receiver handled the budget until 1941. The U.S. Marines were instilled with a special brand of paternalism towards Haitians "expressed in the metaphor of a father's relationship with his children." Armed opposition to the US presence was led by the cacos under the command of Charlemagne Péralte; his capture and execution in 1919 earned him the status of a national martyr. During Senate hearings in 1921, the commandant of the Marine Corps reported that, in the 20 months of active unrest, 2,250 Haitians had been killed. However, in a report to the Secretary of the Navy, he reported the death toll as being 3,250. Haitian historians have claimed the true number was much higher, but this is not supported by most historians outside Haiti. Recognition of the distinctive traditionalism of the Haitian people had an influence on American writers, including Eugene O'Neill, James Weldon Johnson, Langston Hughes, Zora Neale Hurston and Orson Welles. Post-occupation era (1934–1957) After US forces left in 1934, Dominican dictator Rafael Trujillo used anti-Haitian sentiment as a nationalist tool. In an event that became known as the Parsley Massacre, he ordered his army to kill Haitians living on the Dominican side of the border. Few bullets were used – instead, 20,000–30,000 Haitians were bludgeoned and bayoneted, then herded into the sea, where sharks finished what Trujillo had begun. Congressman Hamilton Fish, ranking member of the House Foreign Affairs Committee, called the Parsley Massacre "the most outrageous atrocity that has ever been perpetrated on the American continent." President Vincent became increasingly dictatorial, and resigned under US pressure in 1941, being replaced by Élie Lescot (1941–46). In 1941, during the Second World War, Lescot declared war on Japan (8 December), Germany (12 December), Italy (12 December), Bulgaria (24 December), Hungary (24 December) and Romania (24 December). Out of these six Axis countries, only Romania reciprocated, declaring war on Haiti on the same day (24 December 1941). On 27 September 1945, Haiti became a founding member of the United Nations (the successor to the League of Nations, of which Haiti was also a founding member). In 1946 Lescot was overthrown by the military, with Dumarsais Estimé later becoming the new president (1946–50). He sought to improve the economy and education, and to boost the role of black Haitians, however as he sought to consolidate his rule he too was overthrown in a coup led by Paul Magloire, who replaced him as president (1950–56). Firmly anti-Communist, he was supported by the United States; with greater political stability tourists started to visit Haiti. The waterfront area of Port-au-Prince was redeveloped to allow cruise ship passengers to walk from the docks to cultural attractions. Celebrities such as Truman Capote and Noël Coward visited Haiti; the era is captured in Graham Greene's 1966 novel The Comedians. Duvalier dynasty (1957–1986) In 1956–57 Haiti underwent severe political turmoil; Magloire was forced to resign and leave the country in 1956 and he was followed by four short-lived presidencies. In the September 1957 election Dr. François Duvalier was elected President of Haiti. Known as 'Papa Doc' and initially popular, Duvalier remained President until his death in 1971. He advanced black interests in the public sector, where over time, people of color had predominated as the educated urban elite. Not trusting the army, despite his frequent purges of officers deemed disloyal, Duvalier created a private militia known as Tontons Macoutes ("Bogeymen"), which maintained order by terrorizing the populace and political opponents. In 1964 Duvalier proclaimed himself 'President for Life'; an uprising against his rule that year in Jérémie was violently suppressed, with the ringleaders publicly executed and hundreds of mixed-raced citizens in the town killed. The bulk of the educated and professional class began leaving the country, and corruption became widespread. Duvalier sought to create a personality cult, identifying himself with Baron Samedi, one of the loa (or lwa), or spirits, of Haitian Vodou. Despite the well-publicized abuses under his rule, Duvalier's firm anti-Communism earned him the support of the Americans, who furnished the country with aid. In 1971 Duvalier died, and he was succeeded by his son Jean-Claude Duvalier, nicknamed 'Baby Doc', who ruled until 1986. He largely continued his father's policies, though curbed some of the worst excesses in order to court international respectability. Tourism, which had nosedived in Papa Doc's time, again became a growing industry. However as the economy continued to decline Baby Doc's grip on power began to weaken. Haiti's pig population was slaughtered following an outbreak of swine fever in the late 1970s, causing hardship to rural communities who used them as an investment. The opposition became more vocal, bolstered by a visit to the country by Pope John Paul II in 1983, who publicly lambasted the president. Demonstrations occurred in Gonaïves in 1985 which then spread across the country; under pressure from the United States, Duvalier left the country for France in February 1986. In total, roughly 40,000 to 60,000 Haitians are estimated to have been killed during the reign of the Duvaliers. Through the use of his intimidation tactics and executions, many intellectual Haitians had fled, leaving the country with a massive brain-drain that it has yet to recover from. Post-Duvalier era (1986–2004) Following Duvalier's departure, army leader General Henri Namphy headed a new National Governing Council. Elections scheduled for November 1987 were aborted after dozens of inhabitants were shot in the capital by soldiers and Tontons Macoutes. Fraudulent elections followed in 1988, in which only 4% of the citizenry voted. The newly elected president, Leslie Manigat, was then overthrown some months later in the June 1988 Haitian coup d'état. Another coup followed in September 1988, after the St. Jean Bosco massacre in which 13–50 people (estimates vary) attending a mass led by prominent government critic and Catholic priest Jean-Bertrand Aristide were killed. General Prosper Avril subsequently led a military regime until March 1990. In December 1990 Jean-Bertrand Aristide was elected president in the Haitian general election. However his ambitious reformist agenda worried the elites, and in September of the following year he was overthrown by the military, led by Raoul Cédras, in the 1991 Haitian coup d'état. Amidst the continuing turmoil many Haitians attempted to flee the country. In September 1994, the United States negotiated the departure of Haiti's military leaders and the peaceful entry of 20,000 US troops under Operation Uphold Democracy. This enabled the restoration of the democratically elected Jean-Bertrand Aristide as president, who returned to Haiti in October to complete his term. As part of the deal Aristide had to implement free market reforms in an attempt to improve the Haitian economy, with mixed results, some sources stating that these reforms had a negative impact on native Haitian industry. In November 1994, Hurricane Gordon brushed Haiti, dumping heavy rain and creating flash flooding that triggered mudslides. Gordon killed an estimated 1,122 people, although some estimates go as high as 2,200. Elections were held in 1995 which were won by René Préval, gaining 88% of the popular vote, albeit on a low turnout. Aristide subsequently formed his own party, Fanmi Lavalas, and political deadlock ensued; the November 2000 election returned Aristide to the presidency with 92% of the vote. The election had been boycotted by the opposition, then organized into the Convergence Démocratique, over a dispute in the May legislative elections. In subsequent years, there was increasing violence between rival political factions and human rights abuses. Aristide spent years negotiating with the Convergence Démocratique on new elections, but the Convergence's inability to develop a sufficient electoral base made elections unattractive. In 2004 an anti-Aristide revolt began in northern Haiti. The rebellion eventually reached the capital, and Aristide was forced into exile. The precise nature of the events are disputed; some, including Aristide and his bodyguard, Franz Gabriel, stated that he was the victim of a "new coup d'état or modern kidnapping" by U.S. forces. Mrs. Aristide stated that the kidnappers wore U.S. Special Forces uniforms, but changed into civilian clothes upon boarding the aircraft that was used to remove Aristide from Haiti. These charges were denied by the US government. As political violence and crime continued to grow, a United Nations Stabilisation Mission (MINUSTAH) was brought in to maintain order. However MINUSTAH proved controversial, as their at times heavy-handed approach to maintaining law and order and several instances of abuses, including the alleged sexual abuse of civilians, provoked resentment and distrust amongst ordinary Haitians. Boniface Alexandre assumed interim authority until 2006, when René Préval was re-elected President following elections. Post-Aristide era (2004–present) Amidst the continuing political chaos, a series of natural disasters hit Haiti. In 2004 Tropical Storm Jeanne skimmed the north coast, leaving 3,006 people dead in flooding and mudslides, mostly in the city of Gonaïves. In 2008 Haiti was again struck by tropical storms; Tropical Storm Fay, Hurricane Gustav, Hurricane Hanna and Hurricane Ike all produced heavy winds and rain, resulting in 331 deaths and about 800,000 in need of humanitarian aid. The state of affairs produced by these storms was intensified by already high food and fuel prices that had caused a food crisis and political unrest in April 2008. On 12 January 2010, at 4:53 pm local time, Haiti was struck by a magnitude-7.0 earthquake. This was the country's most severe earthquake in over 200 years. The earthquake was reported to have left between 220,000 and 300,000 people dead and up to 1.6 million homeless. The situation was exacerbated by a subsequent massive cholera outbreak that was triggered when cholera-infected waste from a United Nations peacekeeping station contaminated the country's main river, the Artibonite. In 2017, it was reported that roughly 10,000 Haitians had died and nearly a million had been made ill. After years of denial the United Nations apologized in 2016, but , they have refused to acknowledge fault, thus avoiding financial responsibility. General elections had been planned for January 2010 but were postponed due to the earthquake. Elections were held on 28 November 2010 for the senate, the parliament and the first round of the presidential elections. The run-off between Michel Martelly and Mirlande Manigat took place on 20 March 2011, and preliminary results, released on 4 April, named Michel Martelly the winner. In 2011 both former dictator Jean-Claude Duvalier and Jean-Bertrand Aristide returned to Haiti; attempts to try Duvalier for crimes committed under his rule were shelved following his death in 2014. In 2013, Haiti called for European nations to pay reparations for slavery and establish an official commission for the settlement of past wrongdoings. Meanwhile, after continuing political wrangling with the opposition and allegations of electoral fraud, Martelly agreed to step down in 2016 without a successor in place. An interim president, Jocelerme Privert, then took office. After numerous postponements, partly owing to the effects of devastating Hurricane Matthew, elections were eventually held in November 2016. The victor, Jovenel Moïse of the Haitian Tèt Kale Party, was subsequently sworn in as president in 2017. The 2018–2021 Haitian protests are demonstrations in cities throughout Haiti that began on 7 July 2018, in response to increased fuel prices. Over time these protests evolved into demands for the resignation of president Moïse. On 7 July 2021, President Moïse was assassinated in an attack on his private residence, and First Lady Martine Moïse was hospitalized following the overnight attack. The United Nations special envoy for Haiti, Helen La Lime, said on 8 July 2021 that interim Prime Minister Claude Joseph, as Acting President, will lead Haiti until an election is held later in the year, urging all parties to set aside differences. Claude Joseph's presidency is disputed with Senate Leader Joseph Lambert. The United Nations recognized Claude Joseph as the legitimate Acting President. Haitian officials have asked the United States to send troops to help stabilize the country and protect vital infrastructure. On 19 July 2021, Claude Joseph stepped down as Acting President, transferring the power to rival Ariel Henry. In August 2021, Haiti suffered a huge earthquake, with many casualties. The earthquake has also damaged Haiti's economic conditions and led to a rise in violent crimes in the country. Geography Haiti forms the western three-eighths of Hispaniola, the second largest island in the Greater Antilles. At 27,750 sq km Haiti is the third largest country in the Caribbean behind Cuba and the Dominican Republic, the latter sharing a border with Haiti. The country has a roughly horseshoe shape and because of this it has a disproportionately long coastline, second in length () behind Cuba in the Greater Antilles. Haiti is the most mountainous nation in the Caribbean, its terrain consists of mountains interspersed with small coastal plains and river valleys. The climate is tropical, with some variation depending on altitude. The highest point is Pic la Selle, at . The northern region consists of the Massif du Nord (Northern Massif) and the Plaine du Nord (Northern Plain). The Massif du Nord is an extension of the Cordillera Central in the Dominican Republic. It begins at Haiti's eastern border, north of the Guayamouc River, and extends to the northwest through the northern peninsula. The lowlands of the Plaine du Nord lie along the northern border with the Dominican Republic, between the Massif du Nord and the North Atlantic Ocean. The central region consists of two plains and two sets of mountain ranges. The Plateau Central (Central Plateau) extends along both sides of the Guayamouc River, south of the Massif du Nord. It runs from the southeast to the northwest. To the southwest of the Plateau Central are the Montagnes Noires, whose most northwestern part merges with the Massif du Nord. Haiti's most important valley in terms of crops is the Plaine de l'Artibonite, which lies between the Montagnes Noires and the Chaîne des Matheux. This region supports the country's (also Hispaniola's) longest river, the Riviere l'Artibonite, which begins in the western region of the Dominican Republic and continues for most of its length through central Haiti, where it then empties into the Golfe de la Gonâve. Also in this valley lies Haiti's second largest lake, Lac de Péligre, formed as a result of the construction of the Péligre Dam in the mid-1950s. The southern region consists of the Plaine du Cul-de-Sac (the southeast) and the mountainous southern peninsula (also known as the Tiburon Peninsula). The Plaine du Cul-de-Sac is a natural depression that harbors the country's saline lakes, such as Trou Caïman and Haiti's largest lake, Étang Saumatre. The Chaîne de la Selle mountain range – an extension of the southern mountain chain of the Dominican Republic (the Sierra de Baoruco) – extends from the Massif de la Selle in the east to the Massif de la Hotte in the west. Haiti also includes several offshore islands. The island of Tortuga (Île de la Tortue) is located off the coast of northern Haiti. The arrondissement of La Gonâve is located on the island of the same name, in the Golfe de la Gonâve; Haiti's largest island, Gonâve is moderately populated by rural villagers. Île à Vache (Cow Island) is located off the southwest coast; also part of Haiti are the Cayemites, located in the Gulf of Gonâve north of Pestel. La Navasse (Navassa Island), located west of Jérémie on the south west peninsula of Haiti, is subject to an ongoing territorial dispute with the United States, who currently administer the island via the United States Fish and Wildlife Service. Climate Haiti's climate is tropical with some variation depending on altitude. Port-au-Prince ranges in January from an average minimum of to an average maximum of ; in July, from . The rainfall pattern is varied, with rain heavier in some of the lowlands and the northern and eastern slopes of the mountains. Haiti's dry season occurs from November to January. Port-au-Prince receives an average annual rainfall of . There are two rainy seasons, April–June and October–November. Haiti is subject to periodic droughts and floods, made more severe by deforestation. Hurricanes are a menace, and the country is also prone to flooding and earthquakes. Geology There are blind thrust faults associated with the Enriquillo-Plantain Garden fault system over which Haiti lies. After the earthquake of 2010, there was no evidence of surface rupture and geologists' findings were based on seismological, geological and ground deformation data. The northern boundary of the fault is where the Caribbean tectonic plate shifts eastwards by about per year in relation to the North American plate. The strike-slip fault system in the region has two branches in Haiti, the Septentrional-Oriente fault in the north and the Enriquillo-Plantain Garden fault in the south. A 2007 earthquake hazard study, noted that the Enriquillo-Plantain Garden fault zone could be at the end of its seismic cycle and concluded that a worst-case forecast would involve a 7.2 Mw earthquake, similar in size to the 1692 Jamaica earthquake. A study team presented a hazard assessment of the Enriquillo-Plantain Garden fault system to the 18th Caribbean Geologic Conference in March 2008, noting the large strain. The team recommended "high priority" historical geologic rupture studies, as the fault was fully locked and had recorded few earthquakes in the preceding 40 years. An article published in Haiti's Le Matin newspaper in September 2008 cited comments by geologist Patrick Charles to the effect that there was a high risk of major seismic activity in Port-au-Prince; and duly the magnitude 7.0 2010 Haiti earthquake happened on this fault zone on 12 January 2010. Haiti also has rare elements such as gold, which can be found at The Mont Organisé gold mine. Environment The soil erosion released from the upper catchments and deforestation have caused periodic and severe flooding in Haiti, as experienced, for example, on 17 September 2004. Earlier in May that year, floods had killed over 3,000 people on Haiti's southern border with the Dominican Republic. Haiti's forests covered 60% of the country as recently as 50 years ago, but that has been halved to a current estimate of 30% tree cover, according to more recent environmental analysis. This estimate poses a stark difference from the erroneous figure of 2% which has been oft-cited in discourse concerning the country's environmental condition. Haiti had a 2019 Forest Landscape Integrity Index mean score of 4.01/10, ranking it 137th globally out of 172 countries. Scientists at the Columbia University's Center for International Earth Science Information Network (CIESIN) and the United Nations Environment Programme are working on the Haiti Regenerative Initiative an initiative aiming to reduce poverty and natural disaster vulnerability in Haiti through ecosystem restoration and sustainable resource management. Biodiversity Haiti is home to four ecoregions: Hispaniolan moist forests, Hispaniolan dry forests, Hispaniolan pine forests, and Greater Antilles mangroves. Despite its small size, Haiti's mountainous terrain and resultant multiple climatic zones has resulted in a wide variety of plant life. Notable tree species include the breadfruit tree, mango tree, acacia, mahogany, coconut palm, royal palm and West Indian cedar. The forests were formerly much more extensive, but have been subject to severe deforestation. Most mammal species are not native, having been brought to the island since colonial times. However there are various native bat species, as well as the endemic Hispaniolan hutia and Hispaniolan solenodon. Various whale and dolphin species can also be found off Haiti's coast. There are over 260 species of bird, 31 of these being endemic to Hispaniola. Notable endemic species include the Hispaniolan trogon, Hispaniolan parakeet, grey-crowned tanager and the Hispaniolan Amazon. There are also several raptor species, as well as pelicans, ibis, hummingbirds and ducks. Reptiles are common, with species such as the rhinoceros iguana, Haitian boa, American crocodile and gecko. Government and politics The government of Haiti is a semi-presidential republic, a multiparty system wherein the president of Haiti is head of state and elected directly by popular elections held every five years. The prime minister of Haiti acts as head of government and is appointed by the president, chosen from the majority party in the National Assembly. Executive power is exercised by the president and prime minister who together constitute the government. Legislative power is vested in both the government and the two chambers of the National Assembly of Haiti, the Senate (Sénat) and the Chamber of Deputies (Chambre des Députés). The government is organized unitarily, thus the central government delegates powers to the departments without a constitutional need for consent. The current structure of Haiti's political system was set forth in the Constitution of Haiti on 29 March 1987. Haitian politics have been contentious: since independence, Haiti has suffered 32 coups. Haiti is the only country in the Western Hemisphere to undergo a successful slave revolution; however, a long history of oppression by dictators such as François Duvalier and his son Jean-Claude Duvalier has markedly affected the nation. Since the end of the Duvalier era Haiti has been transitioning to a democratic system. Administrative divisions Administratively, Haiti is divided into ten departments. The departments are listed below, with the departmental capital cities in parentheses. Nord-Ouest (Port-de-Paix) Nord (Cap-Haïtien) Nord-Est (Fort-Liberté) Artibonite (Gonaïves) Centre (Hinche) Ouest (Port-au-Prince) Grand'Anse (Jérémie) Nippes (Miragoâne) Sud (Les Cayes) Sud-Est (Jacmel) The departments are further divided into 42 arrondissements, 145 communes and 571 communal sections. These serve as, respectively, second- and third-level administrative divisions. Foreign relations Haiti is a member of a wide range of international and regional organizations, such as the United Nations, CARICOM, Community of Latin American and Caribbean States, International Monetary Fund, Organisation of American States, Organisation internationale de la Francophonie, OPANAL and the World Trade Organization. In February 2012, Haiti signaled it would seek to upgrade its observer status to full associate member status of the African Union (AU). The AU was reported to be planning to upgrade Haiti's status from observer to associate at its June 2013 summit but the application had still not been ratified by May 2016. Military Haiti's Ministry of Defense is the main body of the armed forces. The former Haitian Armed Forces were demobilized in 1995, however efforts to reconstitute it are currently underway. The current defense force for Haiti is the Haitian National Police, which has a highly trained SWAT team, and works alongside the Haitian Coast Guard. In 2010, the Haitian National Police force numbered 7,000. Law enforcement and crime The legal system is based on a modified version of the Napoleonic Code. Haiti has consistently ranked among the most corrupt countries in the world on the Corruption Perceptions Index. According to a 2006 report by the Corruption Perceptions Index, there is a strong correlation between corruption and poverty in Haiti. The nation ranked first of all countries surveyed for levels of perceived domestic corruption. It is estimated that President "Baby Doc" Duvalier, his wife Michelle, and their agents stole US $504 million from the country's treasury between 1971 and 1986. Similarly, after the Haitian Army folded in 1995, the Haitian National Police (HNP) gained sole power of authority on the Haitian citizens. Many Haitians as well as observers of the Haitian society believe that this monopolized power could have given way to a corrupt police force. Similarly, some media outlets alleged that millions were stolen by former president Jean-Bertrand Aristide. In March 2004, at the time of Aristide's kidnapping, a BBC article wrote that the Bush administration State Department stated that Aristide had been involved in drug trafficking. The BBC also described pyramid schemes, in which Haitians lost hundreds of millions in 2002, as the "only real economic initiative" of the Aristide years. Conversely, according to the 2013 United Nations Office on Drugs and Crime (UNODC) report, murder rates in Haiti (10.2 per 100,000) are far below the regional average (26 per 100,000); less than that of Jamaica (39.3 per 100,000) and nearly that of the Dominican Republic (22.1 per 100,000), making it among the safer countries in the region. In large part, this is due to the country's ability to fulfil a pledge by increasing its national police yearly by 50%, a four-year initiative that was started in 2012. In addition to the yearly recruits, the Haitian National Police (HNP) has been using innovative technologies to crack down on crime. A notable bust in recent years led to the dismantlement of the largest kidnapping ring in the country with the use of an advanced software program developed by a West Point-trained Haitian official that proved to be so effective that it has led to its foreign advisers to make inquiries. In 2010, the New York City Police Department (NYPD) sent a team of veteran officers to Haiti to assist in the rebuilding of its police force with special training in investigative techniques, strategies to improve the anti-kidnapping personnel and community outreach to build stronger relationships with the public especially among the youth. It has also helped the HNP set up a police unit in the center of Delmas, a neighborhood of Port-au-Prince. In 2012 and 2013, 150 HNP officers received specialized training funded by the US government, which also contributed to the infrastructure and communications support by upgrading radio capacity and constructing new police stations from the most violent-prone neighborhoods of Cité Soleil and Grande Ravine in Port-au-Prince to the new northern industrial park at Caracol. Haitian penitentiary system Port-au-Prince penitentiary is home to half of Haiti's prisoners. The prison has a capacity of 1,200 detainees but the penitentiary was obliged to keep 4,359 detainees, a 454% occupancy level. This leads to severe consequences for the inmates. One cell could hold up to 60 inmates which was originally designed for only 18, therefore creating tight and uncomfortable living conditions. The inmates are forced to create makeshift hammocks from the wall and ceilings. The men are on a 22/ 23 hour lock up in the cells so the risk of diseases is very high. The inability to receive sufficient funds from the government as Haiti endures severe natural disasters which take up their attention and resources, such as the 2010 earthquake, has caused deadly cases of malnutrition, combined with the tight living conditions, increases the risk of infectious diseases such as tuberculosis which has led to 21 deaths in January 2017 alone at the Port-au-Prince penitentiary. Haitian law states that once arrested, one must go before a judge within 48 hours; however, this is very rare. In an interview with Unreported World, the prison governor stated that around 529 detainees were never sentenced, there are 3,830 detainees who are in prolonged detained trial detention. Therefore, 80% are not convicted. Unless families are able to provide the necessary funds for inmates to appear before a judge there is a very slim chance the inmate would have a trial, on average, within 10 years. Brian Concannon, the director of the non-profit Institute for Justice and Democracy in Haiti, claims that without a substantial bribe to persuade judges, prosecutors and lawyers to undergo their case, there is no prospect for getting a trial for years. Families may send food to the penitentiary; however, most inmates depend on the meals served twice a day. However, the majority of the meals consists of ration supplies of rice, oats or cornmeal, which has led to deadly cases of malnutrition-related ailments such as beriberi and anemia. Prisoners too weak are crammed in the penitentiary infirmary. In confined living spaces for 22–23 hours a day, inmates are not provided with latrines and are forced to defecate into plastic bags and leave them outside their cells. These conditions were considered inhumane by the Inter-American Court of Human Rights in 2008. Economy Haiti has a predominantly free market economy, with a GDP of $19.97 billion and per capita GDP of $1,800 (2017 estimates). The country uses the Haitian gourde as its currency. Despite its tourism industry, Haiti is one of the poorest countries in the Americas, with corruption, political instability, poor infrastructure, lack of health care and lack of education cited as the main causes. Unemployment is high and many Haitians seek to emigrate. Trade declined dramatically after the 2010 earthquake and subsequent outbreak of cholera, with the country's purchasing power parity GDP falling by 8% (from US$12.15 billion to US$11.18 billion). Haiti ranked 145th of 182 countries in the 2010 United Nations Human Development Index, with 57.3% of the population being deprived in at least three of the HDI's poverty measures. Following the disputed 2000 election and accusations about President Aristide's rule, US aid to the Haitian government was cut off between 2001 and 2004. After Aristide's departure in 2004, aid was restored and the Brazilian army led a United Nations Stabilization Mission in Haiti peacekeeping operation. After almost four years of recession, the economy grew by 1.5% in 2005. In September 2009, Haiti met the conditions set out by the IMF and World Bank's Heavily Indebted Poor Countries program to qualify for cancellation of its external debt. More than 90 percent of the government's budget comes from an agreement with Petrocaribe, a Venezuela-led oil alliance. Foreign aid Haiti received more than US$4 billion in aid from 1990 to 2003, including US$1.5 billion from the United States. The largest donor is the US, followed by Canada and the European Union. In January 2010, following the earthquake, US President Barack Obama promised US$1.15 billion in assistance. European Union nations pledged more than €400 million (US$616 million). Neighboring Dominican Republic has also provided extensive humanitarian aid to Haiti, including the funding and construction of a public university, human capital, free healthcare services in the border region, and logistical support after the 2010 earthquake. The United Nations states that in total US$13.34 billion has been earmarked for post-earthquake reconstruction through 2020, though two years after the 2010 quake, less than half of that amount had actually been released, according to UN documents. , the US government has allocated US$4 billion, US$3 billion has already been spent, and the rest is dedicated to longer-term projects. Trade According to the 2015 CIA World Factbook, Haiti's main import partners are: Dominican Republic 35%, US 26.8%, Netherlands Antilles 8.7%, China 7% (est. 2013). Haiti's main export partner is the US 83.5% (est. 2013). Haiti had a trade deficit of US$3 billion in 2011, or 41% of GDP. Energy In 1925, the city of Jacmel was the first area in the Caribbean to have electricity and was subsequently dubbed the City of Light. Today, Haiti relies heavily on an oil alliance with Petrocaribe for much of its energy requirements. In recent years, hydroelectric, solar and wind energy have been explored as possible sustainable energy sources. As of 2017, among all the countries in the Americas, Haiti is producing the least energy. Less than a quarter of the country has electric coverage. Most regions of Haiti that do have energy are powered by generators. These generators are often expensive and produce a lot of pollution. The areas that do get electricity experience power cuts on a daily basis, and some areas are limited to 12 hours of electricity a day. Electricity is provided by a small number of independent companies: Sogener, E-power, and Haytrac. There is no national electricity grid within the country. The most common source of energy used is wood, along with charcoal. In Haiti, about 4 million metric tons of wood products are consumed yearly. Like charcoal and wood, petroleum is also an important source of energy for Haiti. Since Haiti cannot produce its own fuel, all fuel is imported. Yearly, around 691,000 tons of oil is imported into the country. On 31 October 2018, Evenson Calixte, the General Director of energy regulation (ANARSE) announced the 24 hour electricity project. To meet this objective, 236 MW needs to installed in Port-au-Prince alone, with an additional 75 MW needed in all other regions in the country. Presently only 27.5% of the population has access to electricity; moreover, the national energy agency l'Électricité d'Haïti (Ed'H) is only able to meet 62% of overall electricity demand said Fritz Caillot, the Minister of Public Works, Transportation and Communication (Travaux publics, transport et communication (TPTC)). Personal income Haiti suffers from a shortage of skilled labor, widespread unemployment, and underemployment. Most Haitians in the labor force have informal jobs. Three-quarters of the population lives on US$2 or less per day. Remittances from Haitians living abroad are the primary source of foreign exchange, equaling one-fifth (20%) of GDP and more than five times the earnings from exports as of 2012. In 2004, 80% or more of college graduates from Haiti were living abroad. Occasionally, families who are unable to care for children financially may send them to live with a wealthier family as a restavek, or house servant. In return the family are supposed to ensure that the child is educated and provided with food and shelter, however the system is open to abuse and has proved controversial, with some likening it to child slavery. Real estate In rural areas, people often live in wooden huts with corrugated iron roofs. Outhouses are located in back of the huts. In Port-au-Prince, colorful shantytowns surround the central city and go up the mountainsides. The middle and upper classes live in suburbs, or in the central part of the bigger cities in apartments, where there is urban planning. Many of the houses they live in are like miniature fortresses, located behind walls embedded with metal spikes, barbed wire, broken glass, and sometimes all three. The gates to these houses are barred at night, the house is locked; guard dogs patrol the yard. These houses are often self-sufficient as well. The houses have backup generators, because the electrical grid in Haiti is unreliable. Some even have rooftop reservoirs for water, as the water supply is also unreliable. Agriculture Haiti is the world's leading producer of vetiver, a root plant used to make luxury perfumes, essential oils and fragrances, providing for half the world's supply. Roughly 40–50% of Haitians work in the agricultural sector. Haiti relies upon imports for half its food needs and 80% of its rice. Haiti exports crops such as mangoes, cacao, coffee, papayas, mahogany nuts, spinach, and watercress. Agricultural products comprise 6% of all exports. In addition, local agricultural products include maize, beans, cassava, sweet potato, peanuts, pistachios, bananas, millet, pigeon peas, sugarcane, rice, sorghum, and wood. Currency The Haitian gourde (HTG) is the national currency. The "Haitian dollar" equates to 5 gourdes (goud), which is a fixed exchange rate that exists in concept only, but are commonly used as informal prices. The vast majority of the business sector and individuals in Haiti will also accept US dollars, though at the outdoor markets gourdes may be preferred. Locals may refer to the USD as "dollar américain" (dola ameriken) or "dollar US" (pronounced oo-es). Tourism The tourism market in Haiti is undeveloped and the government is heavily promoting this sector. Haiti has many of the features that attract tourists to other Caribbean destinations, such as white sand beaches, mountainous scenery and a year-round warm climate. However, the country's poor image overseas, at times exaggerated, has hampered the development of this sector. In 2014, the country received 1,250,000 tourists (mostly from cruise ships), and the industry generated US$200 million in 2014. Several hotels were opened in 2014, including an upscale Best Western Premier, a five-star Royal Oasis hotel by Occidental Hotel and Resorts in Pétion-Ville, a four-star Marriott Hotel in the Turgeau area of Port-au-Prince and other new hotel developments in Port-au-Prince, Les Cayes, Cap-Haïtien and Jacmel. The Haitian Carnival has been one of the most popular carnivals in the Caribbean. In 2010, the government decided to stage the event in a different city outside Port-au-Prince every year in an attempt to decentralize the country. The National Carnival usually held in one of the country's largest cities (i.e., Port-au-Prince, Cap-Haïtien or Les Cayes) follows the also very popular Jacmel Carnival, which takes place a week earlier in February or March. Caracol Industrial Park On 21 October 2012, Haitian President Michel Martelly, US Secretary of State Hillary Clinton, Bill Clinton, Richard Branson, Ben Stiller and Sean Penn inaugurated the Caracol industrial park, the largest in the Caribbean. Costing US$300 million, the project, which includes a 10-megawatt power plant, a water-treatment plant and worker housing, is intended to transform the northern part of the country by creating 65,000 jobs. The park is part of a "master plan" for Haiti's North and North-East departments, including the expansion of the Cap-Haïtien International Airport to accommodate large international flights, the construction of an international seaport in Fort-Liberté and the opening of the $50 million Roi Henri Christophe Campus of a new university in Limonade (near Cap-Haïtien) on 12 January 2012. South Korean clothing manufacturer Sae-A Trading Co. Ltd, one of the park's main tenants, has created 5,000 permanent jobs out of the 20,000 projected and has built 8,600 houses in the surrounding area for its workers. The industrial park ultimately has the potential to create as many as 65,000 jobs once fully developed. Infrastructure Transportation Haiti has two main highways that run from one end of the country to the other. The northern highway, Route Nationale No. 1 (National Highway One), originates in Port-au-Prince, winding through the coastal towns of Montrouis and Gonaïves, before reaching its terminus at the northern port Cap-Haïtien. The southern highway, Route Nationale No. 2, links Port-au-Prince with Les Cayes via Léogâne and Petit-Goâve. The state of Haiti's roads are generally poor, many being potholed and becoming impassable in rough weather. According to the Washington Post, "Officials from the U.S. Army Corps of Engineers said Saturday [23 January 2010] that they assessed the damage from the [12 January] quake in Port-au-Prince, Haiti, and found that many of the roads aren't any worse than they were before because they've always been in poor condition." The port at Port-au-Prince, Port international de Port-au-Prince, has more registered shipping than any of the other dozen ports in the country. The port's facilities include cranes, large berths, and warehouses, but these facilities are not in good condition. The port is underused, possibly due to the substantially high port fees. The port of Saint-Marc is currently the preferred port of entry for consumer goods coming into Haiti. Reasons for this may include its location away from volatile and congested Port-au-Prince, as well as its central location relative to numerous Haitian cities. In the past, Haiti used rail transport, however the rail infrastructure was poorly maintained when in use and cost of rehabilitation is beyond the means of the Haitian economy. In 2018 the Regional Development Council of the Dominican Republic proposed a "trans-Hispaniola" railway between both countries. Airports Toussaint Louverture International Airport, located north-northeast of Port-au-Prince proper in the commune of Tabarre, is the primary transportation hub regarding entry and exit into the country. It has Haiti's main jetway, and along with Cap-Haïtien International Airport located near the northern city of Cap-Haïtien, handles the vast majority of the country's international flights. Cities such as Jacmel, Jérémie, Les Cayes, and Port-de-Paix have smaller, less accessible airports that are serviced by regional airlines and private aircraft. Such companies include: Caribintair (defunct), Sunrise Airways and Tortug' Air (defunct). In 2013, plans for the development of an international airport on Île-à-Vache were introduced by the Prime Minister. Bus service Tap tap buses are colorfully painted buses or pick-up trucks that serve as share taxis. The "tap tap" name comes from the sound of passengers tapping on the metal bus body to indicate they want off. These vehicles for hire are often privately owned and extensively decorated. They follow fixed routes, do not leave until filled with passengers, and riders can usually disembark at any point. The decorations are a typically Haitian form of art. In August 2013, the first coach bus prototype was made in Haiti. Communications In Haiti, communications include the radio, television, fixed and mobile telephones, and the Internet. Haiti ranked last among North American countries in the World Economic Forum's Network Readiness Index (NRI) an indicator for determining the development level of a country's information and communication technologies. Haiti ranked number 143 out of 148 overall in the 2014 NRI ranking, down from 141 in 2013. Water supply and sanitation Haiti faces key challenges in the water supply and sanitation sector: Notably, access to public services is very low, their quality is inadequate and public institutions remain very weak despite foreign aid and the government's declared intent to strengthen the sector's institutions. Foreign and Haitian NGOs play an important role in the sector, especially in rural and urban slum areas. Demographics In 2018, Haiti's population was estimated to be about 10,788,000, with half of the population younger than age 20. In 1950, the first formal census gave a total population of 3.1 million. Haiti averages approximately 350 people per square kilometer (~900 per sq mi.), with its population concentrated most heavily in urban areas, coastal plains, and valleys. Most Haitians are descendants of former black African slaves, including Mulattoes who are mixed-race. The remainder are of European or Arab descent, the descendants of settlers (colonial remnants and contemporary immigration during World War I and World War II). Haitians of East Asian descent or East Indian origin number approximately more than 400. At the time of the Haitian Revolution war, an event that involved the eradication of whites (mostly French) in Haiti, many of the blacks in Haiti were African-born and had no non-African admixture. This was because the average African slave in colonial Haiti had a short life span and France continuously imported thousands of Africans yearly to keep the slave population up, by 1790 there were nearly 600,000 slaves, outnumbering whites about 20 to 1. Millions of Haitian descent live abroad in the United States, Dominican Republic, Cuba, Canada (primarily Montreal), Bahamas, France, French Antilles, the Turks and Caicos, Jamaica, Puerto Rico, Venezuela, Brazil, Suriname and French Guiana. There are an estimated 881,500 Haitians in the United States, 800,000 in the Dominican Republic, 300,000 in Cuba, 100,000 in Canada, 80,000 in France, and up to 80,000 in the Bahamas. There are also smaller Haitian communities in many other countries, including Chile, Switzerland, Japan and Australia. In 2018, the life expectancy at birth was 63.66 years. Population genetics Autosomal DNA The gene pool of Haiti is about 95.5% Sub-Saharan African, 4.3% European, with the rest showing some traces of East Asian genes; according to a 2010 autosomal genealogical DNA testing. Y-chromosome and mitochondrial DNA A 2012 genetic study on Haitian Y-chromosomal ancestry has revealed that the population "exhibit a predominantly Sub-Saharan paternal component, with haplogroups A1b-V152, A3-M32, B2-M182, E1a-M33, E1b1a-M2, E2b-M98, and R1b2-V88" comprising (77.2%) of the Haitian paternal gene pools. Y-chromosomes indicative of European ancestry "(i.e., haplogroups G2a*-P15, I-M258, R1b1b-M269, and T-M184) were detected at commensurate levels at 20.3%, Levantine Y-haplogroups were also found. Duffy antigens According to a 2008 study examining the frequency of the Duffy antigen receptor for Chemokines (DARC) Single Nucleotide polymorphisms (SNPs), (75%) of Haitian women sampled exhibited the CC genotype (absent among women of European ancestry) at levels comparable to US African-Americans (73%), but more than Jamaican females (63%). Racial discrimination Under colonial rule, Haitian mulattoes were generally privileged above the black majority, though they possessed fewer rights than the white population. Following the country's independence, they became the nation's social elite. Numerous leaders throughout Haiti's history have been mulattoes. During this time, the slaves and the affranchis were given limited opportunities toward education, income, and occupations, but even after gaining independence, the social structure remains a legacy today as the disparity between the upper and lower classes have not been reformed significantly since the colonial days. Comprising 5% of the nation's population, mulattoes have retained their preeminence, evident in the political, economic, social and cultural hierarchy in Haiti. As a result, the elite class today consists of a small group of influential people who are generally light in color and continue to establish themselves in high, prestigious positions. Religion The 2017 CIA Factbook reported that around 54.7% of Haitians professed to being Catholics while Protestants made up about 28.5% of the population (Baptist 15.4%, Pentecostal 7.9%, Seventh-day Adventist 3%, Methodist 1.5%, other 0.7%). Other sources put the Protestant population higher than this, suggesting that it might have formed one-third of the population in 2001. Like other countries in Latin America, Haiti has witnessed a general Protestant expansion, which is largely Evangelical and Pentecostal in nature. Haitian Cardinal Chibly Langlois is president of the National Bishops Conference of the Catholic Church. Vodou, a religion with West African roots similar to those of Cuba and Brazil, is practiced by some Haitians today. It originated during colonial times in which slaves were obliged to disguise their loa (lwa), or spirits, as Catholic saints, an element of a process called syncretism. Due to the religious syncretism between Catholicism and Vodou, it is difficult to estimate the number of Vodouists in Haiti. The religion has historically been persecuted and misrepresented in popular media; nevertheless, in 2003 the Haitian government recognized the faith as an official religion of the nation. Many Catholics and Protestants in Haiti denounce Vodou as devil worship, but do not deny the power of such spirits. Instead, they regard them as adversaries who are “evil” and “satanic”, which they are often encouraged to pray against. Protestants view Catholic veneration of saints as idol worship, and some Protestants would often destroy statues and other Catholic paraphernalia. Minority religions in Haiti include Islam, Bahá'í Faith, Judaism, and Buddhism. Languages The two official languages of Haiti are French and Haitian Creole. French is the principal written and administratively authorized language (as well as the main language of the press) and is spoken by 42% of Haitians. It is spoken by all educated Haitians, is the medium of instruction in most schools, and is used in the business sector. It is also used in ceremonial events such as weddings, graduations and church Masses. Haiti is one of two independent nations in the Americas (along with Canada) to designate French as an official language; the other French-speaking areas are all overseas départements, or collectivités, of France, such as French Guiana. Haitian Creole is spoken by nearly all of the Haitian population. French, the base language for Haitian Creole, is popular among the Haitian elite and upper classes. French is also popular in the business sector, and to a far lesser degree, English due to American influence. Spanish is spoken by some Haitians who live along the Haitian-Dominican border. English and Spanish may also be spoken by Haitian deportees from the United States and various Latin American countries. Overall, about 90-95% of Haitians only speak Haitian Creole/French fluently, with over half only knowing Creole. Haitian Creole, which has recently undergone a standardization, is spoken by virtually the entire population of Haiti. Haitian Creole is one of the French-based creole languages. Its vocabulary is 90% derived from French, but its grammar resembles that of some West African languages. It also has influences from Taino, Spanish, and Portuguese. Haitian Creole is related to the other French creoles, but most closely to the Antillean Creole and Louisiana Creole variants. Emigration There is a large Haitian diaspora community, predominantly based in the US and Canada, France, and the wealthier Caribbean islands. Emigrants from Haiti have constituted a segment of American and Canadian society since before the independence of Haiti from France in 1804. Many influential early American settlers and black freemen, including Jean Baptiste Point du Sable and W. E. B. Du Bois, were of Haitian origin. Jean Baptiste Point du Sable, an immigrant from Saint-Domingue (now the Republic of Haiti), founded the first nonindigenous settlement in what is now Chicago, Illinois, the third largest city in the United States. The state of Illinois and city of Chicago declared du Sable the founder of Chicago on 26 October 1968. Education The educational system of Haiti is based on the French system. Higher education, under the responsibility of the Ministry of Education, is provided by universities and other public and private institutions. More than 80% of primary schools are privately managed by nongovernmental organizations, churches, communities, and for-profit operators, with minimal government oversight. According to the 2013 Millennium Development Goals (MDG) Report, Haiti has steadily boosted net enrollment rate in primary education from 47% in 1993 to 88% in 2011, achieving equal participation of boys and girls in education. Charity organizations, including Food for the Poor and Haitian Health Foundation, are building schools for children and providing necessary school supplies. According to CIA 2015 World Factbook, Haiti's literacy rate is now 60.7% (est. 2015). The January 2010 earthquake, was a major setback for education reform in Haiti as it diverted limited resources to survival. Many reformers have advocated the creation of a free, public and universal education system for all primary school-age students in Haiti. The Inter-American Development Bank estimates that the government will need at least US$3 billion to create an adequately funded system. Upon successful graduation of secondary school, students may continue into higher education. The higher education schools in Haiti include the University of Haiti. There are also medical schools and law schools offered at both the University of Haiti and abroad. Presently, Brown University is cooperating with L'Hôpital Saint-Damien in Haiti to coordinate a pediatric health care curriculum. Health In the past, children's vaccination rates have been low , 60% of the children in Haiti under the age of 10 were vaccinated, compared to rates of childhood vaccination in other countries in the 93–95% range. Recently there have been mass vaccination campaigns claiming to vaccinate as many as 91% of a target population against specific diseases (measles and rubella in this case). Most people have no transportation or access to Haitian hospitals. The World Health Organization cites diarrheal diseases, HIV/AIDS, meningitis, and respiratory infections as common causes of death in Haiti. Ninety percent of Haiti's children suffer from waterborne diseases and intestinal parasites. HIV infection is found in 1.71% of Haiti's population (est. 2015). The incidence of tuberculosis (TB) in Haiti is more than ten times as high as in the rest of Latin America. Approximately 30,000 Haitians fall ill with malaria each year. Most people living in Haiti are at high risk for major infectious diseases. Food or water-borne diseases include bacterial and protozoal diarrhea, typhoid fever and hepatitis A and E; common vector-borne diseases are dengue fever and malaria; water-contact diseases include leptospirosis. Roughly 75% of Haitian households lack running water. Unsafe water, along with inadequate housing and unsanitary living conditions, contributes to the high incidence of infectious diseases. There is a chronic shortage of health care personnel and hospitals lack resources, a situation that became readily apparent after the January 2010 earthquake. The infant mortality rate in Haiti in 2019 was 48.2 deaths per 1,000 live births, compared to 5.6 per 1,000 in the United States. After the 2010 earthquake, Partners In Health founded the Hôpital Universitaire de Mirebalais, the largest solar-powered hospital in the world. Largest cities Culture Haiti has a rich and unique cultural identity, consisting of a blend of traditional French and African customs, mixed with sizable contributions from the Spanish and indigenous Taíno cultures. Haiti's culture is greatly reflected in its paintings, music, and literature. Galleries and museums in the United States and France have exhibited the works of the better-known artists to have come out of Haiti. Art Haitian art is distinctive, particularly through its paintings and sculptures. Brilliant colors, naïve perspectives, and sly humor characterize Haitian art. Frequent subjects in Haitian art include big, delectable foods, lush landscapes, market activities, jungle animals, rituals, dances, and gods. As a result of a deep history and strong African ties, symbols take on great meaning within Haitian society. For example, a rooster often represents Aristide and the red and blue colors of the Haitian flag often represent his Lavalas party. Many artists cluster in 'schools' of painting, such as the Cap-Haïtien school, which features depictions of daily life in the city, the Jacmel School, which reflects the steep mountains and bays of that coastal town, or the Saint-Soleil School, which is characterized by abstracted human forms and is heavily influenced by Vodou symbolism. In the 1920s the indigéniste movement gained international acclaim, with its expressionist paintings inspired by Haiti's culture and African roots. Notable painters of this movement include Hector Hyppolite, Philomé Oban and Préfète Duffaut. Some notable artists of more recent times include Edouard Duval-Carrié, Frantz Zéphirin, Leroy Exil, Prosper Pierre Louis and Louisiane Saint Fleurant. Sculpture is also practiced in Haiti; noted artists in this form include George Liautaud and Serge Jolimeau. Music and dance Haitian music combines a wide range of influences drawn from the many people who have settled here. It reflects French, African and Spanish elements and others who have inhabited the island of Hispaniola, and minor native Taino influences. Styles of music unique to the nation of Haiti include music derived from Vodou ceremonial traditions, Rara parading music, Twoubadou ballads, mini-jazz rock bands, Rasin movement, Hip hop kreyòl, méringue, and compas. Youth attend parties at nightclubs called discos, (pronounced "deece-ko"), and attend Bal. This term is the French word for ball, as in a formal dance. Compas (konpa) (also known as compas direct in French, or konpa dirèk in creole) is a complex, ever-changing music that arose from African rhythms and European ballroom dancing, mixed with Haiti's bourgeois culture. It is a refined music, with méringue as its basic rhythm. Haiti had no recorded music until 1937 when Jazz Guignard was recorded non-commercially. Literature Haiti has always been a literary nation that has produced poetry, novels, and plays of international recognition. The French colonial experience established the French language as the venue of culture and prestige, and since then it has dominated the literary circles and the literary production. However, since the 18th century there has been a sustained effort to write in Haitian Creole. The recognition of Creole as an official language has led to an expansion of novels, poems, and plays in Creole. In 1975, Franketienne was the first to break with the French tradition in fiction with the publication of Dezafi, the first novel written entirely in Haitian Creole; the work offers a poetic picture of Haitian life. Other well known Haitian authors include Jean Price-Mars, Jacques Roumain, Marie Vieux-Chauvet, Pierre Clitandre, René Depestre, Edwidge Danticat, Lyonel Trouillot and Dany Laferrière. Cinema Haiti has a small though growing cinema industry. Well-known directors working primarily in documentary film-making include Raoul Peck and Arnold Antonin. Directors producing fictional films include Patricia Benoît, Wilkenson Bruna and Richard Senecal. Cuisine Haiti is famous for its creole cuisine (which related to Cajun cuisine), and its soup joumou. Architecture Monuments include the Sans-Souci Palace and the Citadelle Laferrière, inscribed as a World Heritage Site in 1982. Situated in the Northern Massif du Nord, in one of Haiti's National Parks, the structures date from the early 19th century. The buildings were among the first built after Haiti's independence from France. The Citadelle Laferrière, is the largest fortress in the Americas, is located in northern Haiti. It was built between 1805 and 1820 and is today referred to by some Haitians as the eighth wonder of the world. The Institute for the Protection of National Heritage has preserved 33 historical monuments and the historic center of Cap-Haïtien. Jacmel, a colonial city that was tentatively accepted as a World Heritage Site, was extensively damaged by the 2010 Haiti earthquake. Museums [[File:Santa Maria Anchor.JPG|upright|thumb|Santa Marías anchor on display]] The anchor of Christopher Columbus's largest ship, the Santa María now rests in the Musée du Panthéon National Haïtien (MUPANAH), in Port-au-Prince, Haiti. Folklore and mythology Haiti is known for its folklore traditions. Much of this is rooted in Haitian Vodou tradition. Belief in zombies is also common. Other folkloric creatures include the lougarou. National holidays and festivals The most festive time of the year in Haiti is during Carnival''' (referred to as Kanaval in Haitian Creole or Mardi Gras) in February. There is music, parade floats, and dancing and singing in the streets. Carnival week is traditionally a time of all-night parties. Rara is a festival celebrated before Easter. The festival has generated a style of Carnival music. Sports Football (soccer) is the most popular sport in Haiti with hundreds of small football clubs competing at the local level. Basketball and baseball are growing in popularity. Stade Sylvio Cator is the multi-purpose stadium in Port-au-Prince, where it is currently used mostly for association football matches that fits a capacity of 10,000 people. In 1974, the Haiti national football team were only the second Caribbean team to make the World Cup (after Cuba's entry in 1938). They lost in the opening qualifying stages against three of the pre-tournament favorites; Italy, Poland, and Argentina. The national team won the 2007 Caribbean Nations Cup. Haiti has participated in the Olympic Games since the year 1900 and won a number of medals. Haitian footballer Joe Gaetjens played for the United States national team in the 1950 FIFA World Cup, scoring the winning goal in the 1–0 upset of England. See also Index of Haiti-related articles Outline of Haiti Notes References Further reading Arthur, Charles. Haiti in Focus: A Guide to the People, Politics, and Culture. Interlink Publishing Group (2002). . Dayan, Colin. Haiti, History, and the Gods. University of California Press (1998). Ferrer, Ada. Freedom's Mirror: Cuba and Haiti in the Age of Revolution. New York: Cambridge University Press, 2014. Girard, Philippe. Haiti: The Tumultuous History (New York: Palgrave, September 2010). Hadden, Robert Lee and Steven G. Minson. 2010. The Geology of Haiti: An Annotated Bibliography of Haiti's Geology, Geography and Earth Science . US Army Corps of Engineers, Army Geospatial Center. July 2010. Heinl, Robert Debs & Nancy Gordon Heinl. Written in Blood: The Story of the Haitian People 1492–1995. University Press of America (2005). . Kovats-Bernat, J. Christopher. Sleeping Rough in Port-au-Prince: An Ethnography of Street Children and Violence in Haiti. University Press of Florida (2008). . Prichard, Hesketh. Where Black Rules White: A Journey Across and About Hayti. These are exact reproductions of a book published before 1923: (Nabu Press, , 5 March 2010); (Wermod and Wermod Publishing Group, , 15 October 2012). Robinson, Randall. An Unbroken Agony: Haiti, From Revolution to the Kidnapping of a President. Basic Civitas (2007). . Wilentz, Amy. The Rainy Season: Haiti Since Duvalier. Simon & Schuster (1990). . Marquis, John. Papa Doc: Portrait of a Haitian Tyrant (LMH Publishing, 2007) External links Government Prime Minister of Haiti Haitian Parliament Secretary General of the Council of Ministers (in French) Ministry of Tourism General information Visit Haiti Official Tourism Website Haiti at Encyclopædia Britannica. Haiti. The World Factbook. Central Intelligence Agency. Haiti at UCB Libraries GovPubs. A Country Study: Haiti from the US Library of Congress (December 1989). Haiti profile from the BBC News. Country Profile at New Internationalist''. Web Site about Safe and Sustainable Water Solutions for Haiti Countries in the Caribbean Former Spanish colonies Former French colonies French Caribbean Island countries French-speaking countries and territories Greater Antilles Least developed countries Member states of the Caribbean Community Member states of the Organisation internationale de la Francophonie Current member states of the United Nations Republics States and territories established in 1804 1492 establishments in the Spanish West Indies Small Island Developing States 1804 establishments in North America 1620s establishments in New France 1804 disestablishments in the French colonial empire 17th-century disestablishments in the Spanish West Indies Countries in North America
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Honduras, officially the Republic of Honduras, is a country in Central America. The republic of Honduras is bordered to the west by Guatemala, to the southwest by El Salvador, to the southeast by Nicaragua, to the south by the Pacific Ocean at the Gulf of Fonseca, and to the north by the Gulf of Honduras, a large inlet of the Caribbean Sea. Its capital and largest city is Tegucigalpa. Honduras was home to several important Mesoamerican cultures, most notably the Maya, before the Spanish Colonization in the sixteenth century. The Spanish introduced Roman Catholicism and the now predominant Spanish language, along with numerous customs that have blended with the indigenous culture. Honduras became independent in 1821 and has since been a republic, although it has consistently endured much social strife and political instability, and remains one of the poorest countries in the Western Hemisphere. In 1960, the northern part of what was the Mosquito Coast was transferred from Nicaragua to Honduras by the International Court of Justice. The nation's economy is primarily agricultural, making it especially vulnerable to natural disasters such as Hurricane Mitch in 1998. The lower class is primarily agriculturally based while wealth is concentrated in the country's urban centers. Honduras has a Human Development Index of 0.625, classifying it as a nation with medium development. When adjusted for income inequality, its Inequality-adjusted Human Development Index is 0.443. Honduran society is predominantly Mestizo; however, American Indian, black and white individuals also live in Honduras (2017). The nation had a relatively high political stability until its 2009 coup and again with the 2017 presidential election. Honduras spans about and has a population exceeding million. Its northern portions are part of the western Caribbean zone, as reflected in the area's demographics and culture. Honduras is known for its rich natural resources, including minerals, coffee, tropical fruit, and sugar cane, as well as for its growing textiles industry, which serves the international market. Etymology The literal meaning of the term "Honduras" is "depths" in Spanish. The name could either refer to the bay of Trujillo as an anchorage, fondura in the Leonese dialect of Spain, or to Columbus's alleged quote that "Gracias a Dios que hemos salido de esas honduras" ("Thank God we have departed from those depths"). It was not until the end of the 16th century that Honduras was used for the whole province. Prior to 1580, Honduras referred to only the eastern part of the province, and Higueras referred to the western part. Another early name is Guaymuras, revived as the name for the political dialogue in 2009 that took place in Honduras as opposed to Costa Rica. History Pre-colonial period In the pre-Columbian era, modern Honduras was split between two pan-cultural regions: Mesoamerica in the west and the Isthmo-Colombian area in the east. Each complex had a "core area" within Honduras (the Sula Valley for Mesoamerica, and La Mosquitia for the Isthmo-Colombian area), and the intervening area was one of gradual transition. However, these concepts had no meaning in the Pre-Columbian era itself and represent extremely diverse areas. The Lenca people of the interior highlands are also generally considered to be culturally Mesoamerican, though the extent of linkage with other areas varied over time (for example, expanding during the zenith of the Toltec Empire). In the extreme west, Maya civilization flourished for hundreds of years. The dominant, best known, and best studied state within Honduras's borders was in Copán, which was located in a mainly non-Maya area, or on the frontier between Maya and non-Maya areas. Copán declined with other Lowland centres during the conflagrations of the Terminal Classic in the 9th century. The Maya of this civilization survive in western Honduras as the Ch'orti', isolated from their Choltian linguistic peers to the west. However, Copán represents only a fraction of Honduran pre-Columbian history. Remnants of other civilizations are found throughout the country. Archaeologists have studied sites such as and La Sierra in the Naco Valley, Los Naranjos on Lake Yojoa, Yarumela in the Comayagua Valley, La Ceiba and Salitron Viejo (both now under the Cajón Dam reservoir), Selin Farm and Cuyamel in the Aguan valley, Cerro Palenque, Travesia, Curruste, Ticamaya, Despoloncal, and Playa de los Muertos in the lower Ulúa River valley, and many others. In 2012, LiDAR scanning revealed that several previously unknown high density settlements existed in La Mosquitia, corresponding to the legend of "La Ciudad Blanca". Excavation and study has since improved knowledge of the region's history. It is estimated that these settlements reached their zenith from 500 to 1000 AD. Spanish conquest (1524–1539) On his fourth and the final voyage to the New World in 1502, Christopher Columbus landed near the modern town of Trujillo, near Guaimoreto Lagoon, becoming the first European to visit the Bay Islands on the coast of Honduras. On 30 July 1502, Columbus sent his brother Bartholomew to explore the islands and Bartholomew encountered a Mayan trading vessel from Yucatán, carrying well-dressed Maya and a rich cargo. Bartholomew's men stole the cargo they wanted and kidnapped the ship's elderly captain to serve as an interpreter in the first recorded encounter between the Spanish and the Maya. In March 1524, Gil González Dávila became the first Spaniard to enter Honduras as a conquistador. followed by Hernán Cortés, who had brought forces down from Mexico. Much of the conquest took place in the following two decades, first by groups loyal to Cristóbal de Olid, and then by those loyal to Francisco de Montejo but most particularly by those following Alvarado. In addition to Spanish resources, the conquerors relied heavily on armed forces from Mexico—Tlaxcalans and Mexica armies of thousands who remained garrisoned in the region. Resistance to conquest was led in particular by Lempira. Many regions in the north of Honduras never fell to the Spanish, notably the Miskito Kingdom. After the Spanish conquest, Honduras became part of Spain's vast empire in the New World within the Kingdom of Guatemala. Trujillo and Gracias were the first city-capitals. The Spanish ruled the region for approximately three centuries. Spanish Honduras (1524–1821) Honduras was organized as a province of the Kingdom of Guatemala and the capital was fixed, first at Trujillo on the Atlantic coast, and later at Comayagua, and finally at Tegucigalpa in the central part of the country. Silver mining was a key factor in the Spanish conquest and settlement of Honduras. Initially the mines were worked by local people through the encomienda system, but as disease and resistance made this option less available, slaves from other parts of Central America were brought in. When local slave trading stopped at the end of the sixteenth century, African slaves, mostly from Angola, were imported. After about 1650, very few slaves or other outside workers arrived in Honduras. Although the Spanish conquered the southern or Pacific portion of Honduras fairly quickly, they were less successful on the northern, or Atlantic side. They managed to found a few towns along the coast, at Puerto Caballos and Trujillo in particular, but failed to conquer the eastern portion of the region and many pockets of independent indigenous people as well. The Miskito Kingdom in the northeast was particularly effective at resisting conquest. The Miskito Kingdom found support from northern European privateers, pirates and especially the British formerly English colony of Jamaica, which placed much of the area under its protection after 1740. Independence (1821) Honduras gained independence from Spain in 1821 and was a part of the First Mexican Empire until 1823, when it became part of the United Provinces of Central America. It has been an independent republic and has held regular elections since 1838. In the 1840s and 1850s Honduras participated in several failed attempts at Central American unity, such as the Confederation of Central America (1842–1845), the covenant of Guatemala (1842), the Diet of Sonsonate (1846), the Diet of Nacaome (1847) and National Representation in Central America (1849–1852). Although Honduras eventually adopted the name Republic of Honduras, the unionist ideal never waned, and Honduras was one of the Central American countries that pushed the hardest for a policy of regional unity. Policies favoring international trade and investment began in the 1870s, and soon foreign interests became involved, first in shipping from the north coast, especially tropical fruit and most notably bananas, and then in building railroads. In 1888, a projected railroad line from the Caribbean coast to the capital, Tegucigalpa, ran out of money when it reached San Pedro Sula. As a result, San Pedro grew into the nation's primary industrial center and second-largest city. Comayagua was the capital of Honduras until 1880, when the capital moved to Tegucigalpa. Since independence, nearly 300 small internal rebellions and civil wars have occurred in the country, including some changes of régime. 20th century and the role of American companies In the late nineteenth century, Honduras granted land and substantial exemptions to several US-based fruit and infrastructure companies in return for developing the country's northern regions. Thousands of workers came to the north coast as a result to work in banana plantations and other businesses that grew up around the export industry. Banana-exporting companies, dominated until 1930 by the Cuyamel Fruit Company, as well as the United Fruit Company, and Standard Fruit Company, built an enclave economy in northern Honduras, controlling infrastructure and creating self-sufficient, tax-exempt sectors that contributed relatively little to economic growth. American troops landed in Honduras in 1903, 1907, 1911, 1912, 1919, 1924 and 1925. In 1904, the writer O. Henry coined the term "banana republic" to describe Honduras, publishing a book called Cabbages and Kings, about a fictional country, Anchuria, inspired by his experiences in Honduras, where he had lived for six months. In The Admiral, O.Henry refers to the nation as a "small maritime banana republic"; naturally, the fruit was the entire basis of its economy. According to a literary analyst writing for The Economist, "his phrase neatly conjures up the image of a tropical, agrarian country. But its real meaning is sharper: it refers to the fruit companies from the United States that came to exert extraordinary influence over the politics of Honduras and its neighbors." In addition to drawing Central American workers north, the fruit companies encouraged immigration of workers from the English-speaking Caribbean, notably Jamaica and Belize, which introduced an African-descended, English-speaking and largely Protestant population into the country, although many of these workers left following changes to immigration law in 1939. Honduras joined the Allied Nations after Pearl Harbor, on 8 December 1941, and signed the Declaration by United Nations on 1 January 1942, along with twenty-five other governments. Constitutional crises in the 1940s led to reforms in the 1950s. One reform gave workers permission to organize, and a 1954 general strike paralyzed the northern part of the country for more than two months, but led to reforms. In 1963 a military coup unseated democratically elected President Ramón Villeda Morales. In 1960, the northern part of what was the Mosquito Coast was transferred from Nicaragua to Honduras by the International Court of Justice. War and upheaval (1969–1999) In 1969, Honduras and El Salvador fought what became known as the Football War. Border tensions led to acrimony between the two countries after Oswaldo López Arellano, the president of Honduras, blamed the deteriorating Honduran economy on immigrants from El Salvador. The relationship reached a low when El Salvador met Honduras for a three-round football elimination match preliminary to the World Cup. Tensions escalated and on 14 July 1969, the Salvadoran army invaded Honduras. The Organization of American States (OAS) negotiated a cease-fire which took effect on 20 July and brought about a withdrawal of Salvadoran troops in early August. Contributing factors to the conflict were a boundary dispute and the presence of thousands of Salvadorans living in Honduras illegally. After the week-long war, as many as 130,000 Salvadoran immigrants were expelled. Hurricane Fifi caused severe damage when it skimmed the northern coast of Honduras on 18 and 19 September 1974. Melgar Castro (1975–78) and Paz Garcia (1978–82) largely built the current physical infrastructure and telecommunications system of Honduras. In 1979, the country returned to civilian rule. A constituent assembly was popularly elected in April 1980 to write a new constitution, and general elections were held in November 1981. The constitution was approved in 1982 and the PLH government of Roberto Suazo won the election with a promise to carry out an ambitious program of economic and social development to tackle the recession in which Honduras found itself. He launched ambitious social and economic development projects sponsored by American development aid. Honduras became host to the largest Peace Corps mission in the world, and nongovernmental and international voluntary agencies proliferated. The Peace Corps withdrew its volunteers in 2012, citing safety concerns. During the early 1980s, the United States established a continuing military presence in Honduras to support El Salvador, the Contra guerrillas fighting the Nicaraguan government, and also develop an airstrip and modern port in Honduras. Though spared the bloody civil wars wracking its neighbors, the Honduran army quietly waged campaigns against Marxist–Leninist militias such as the Cinchoneros Popular Liberation Movement, notorious for kidnappings and bombings, and against many non-militants as well. The operation included a CIA-backed campaign of extrajudicial killings by government-backed units, most notably Battalion 316. In 1998, Hurricane Mitch caused massive and widespread destruction. Honduran President Carlos Roberto Flores said that fifty years of progress in the country had been reversed. Mitch destroyed about 70% of the country's crops and an estimated 70–80% of the transportation infrastructure, including nearly all bridges and secondary roads. Across Honduras 33,000 houses were destroyed, and an additional 50,000 damaged. Some 5,000 people killed, and 12,000 more injured. Total losses were estimated at US$3 billion. 21st century In 2007, President of Honduras Manuel Zelaya and President of the United States George W. Bush began talks on US assistance to Honduras to tackle the latter's growing drug cartels in Mosquito, Eastern Honduras using US Special Forces. This marked the beginning of a new foothold for the US Military's continued presence in Central America. Under Zelaya, Honduras joined ALBA in 2008, but withdrew in 2010 after the 2009 Honduran coup d'état. In 2009, a constitutional crisis resulted when power was transferred in a coup from the president to the head of Congress. The OAS suspended Honduras because it did not regard its government as legitimate. Countries around the world, the OAS, and the United Nations formally and unanimously condemned the action as a coup d'état, refusing to recognize the de facto government, even though the lawyers consulted by the Library of Congress submitted to the United States Congress an opinion that declared the coup legal. The Honduran Supreme Court also ruled that the proceedings had been legal. The government that followed the de facto government established a truth and reconciliation commission, Comisión de la Verdad y Reconciliación, which after more than a year of research and debate concluded that the ousting had been a coup d'état, and illegal in the commission's opinion. On 28 November 2021, the former first lady Xiomara Castro, leftist presidential candidate of opposition Liberty and Refoundation Party, won 53% of the votes in the presidential election to become the first female president of Honduras, meaning the end to the 12-year reign of the right-wing National Party. She was sworn in on 27 January 2022. Her husband, Manuel Zelaya, held the same office from 2006 until 2009. Geography The north coast of Honduras borders the Caribbean Sea and the Pacific Ocean lies south through the Gulf of Fonseca. Honduras consists mainly of mountains, with narrow plains along the coasts. A large undeveloped lowland jungle, La Mosquitia lies in the northeast, and the heavily populated lowland Sula valley in the northwest. In La Mosquitia lies the UNESCO world-heritage site Río Plátano Biosphere Reserve, with the Coco River which divides Honduras from Nicaragua. The Islas de la Bahía and the Swan Islands are off the north coast. Misteriosa Bank and Rosario Bank, north of the Swan Islands, fall within the Exclusive Economic Zone (EEZ) of Honduras. Natural resources include timber, gold, silver, copper, lead, zinc, iron ore, antimony, coal, fish, shrimp, and hydropower. Climate The climate varies from tropical in the lowlands to temperate in the mountains. The central and southern regions are relatively hotter and less humid than the northern coast. Flora and Fauna The region is considered a biodiversity hotspot because of the many plant and animal species found there. Like other countries in the region, it contains vast biological resources. Honduras hosts more than 6,000 species of vascular plants, of which 630 (described so far) are orchids; around 250 reptiles and amphibians, more than 700 bird species, and 110 mammalian species, of which half are bats. In the northeastern region of La Mosquitia lies the Río Plátano Biosphere Reserve, a lowland rainforest which is home to a great diversity of life. The reserve was added to the UNESCO World Heritage Sites List in 1982. Honduras has rain forests, cloud forests (which can rise up to nearly above sea level), mangroves, savannas and mountain ranges with pine and oak trees, and the Mesoamerican Barrier Reef System. In the Bay Islands there are bottlenose dolphins, manta rays, parrot fish, schools of blue tang and whale shark. Deforestation resulting from logging is rampant in Olancho Department. The clearing of land for agriculture is prevalent in the largely undeveloped La Mosquitia region, causing land degradation and soil erosion. Honduras had a 2019 Forest Landscape Integrity Index mean score of 4.48/10, ranking it 126th globally out of 172 countries. Lake Yojoa, which is Honduras's largest source of fresh water, is polluted by heavy metals produced from mining activities. Some rivers and streams are also polluted by mining. Government and politics Honduras is governed within a framework of a presidential representative democratic republic. The President of Honduras is both head of state and head of government. Executive power is exercised by the Honduran government. Legislative power is vested in the National Congress of Honduras. The judiciary is independent of both the executive branch and the legislature. The National Congress of Honduras (Congreso Nacional) has 128 members (diputados), elected for a four-year term by proportional representation. Congressional seats are assigned the parties' candidates on a departmental basis in proportion to the number of votes each party receives. Political culture In 1963, a military coup removed the democratically elected president, Ramón Villeda Morales. A string of authoritarian military governments held power uninterrupted until 1981, when Roberto Suazo Córdova was elected president. The party system was dominated by the conservative National Party of Honduras (Partido Nacional de Honduras: PNH) and the liberal Liberal Party of Honduras (Partido Liberal de Honduras: PLH) until the 2009 Honduran coup d'état removed Manuel Zelaya from office and put Roberto Micheletti in his place. In late 2012, 1540 persons were interviewed by ERIC in collaboration with the Jesuit university, as reported by Associated Press. This survey found that 60.3% believed the police were involved in crime, 44.9% had "no confidence" in the Supreme Court, and 72% thought there was electoral fraud in the primary elections of November 2012. Also, 56% expected the presidential, legislative and municipal elections of 2013 to be fraudulent. Former Honduran president Juan Orlando Hernández took office on 27 January 2014. After managing to stand for a second term, a very close election in 2017 left uncertainty as to whether Hernandez or his main challenger, television personality Salvador Nasralla, had prevailed. The disputed election caused protests and violence. In December 2017, Hernández was declared the winner of the election after a partial recount. In January 2018, Hernández was sworn in for a second term. He was succeeded by Xiomara Castro, the leader of the left-wing Libre Party, and wife of Manuel Zelaya, on 27 January 2022, becoming the first woman to serve as president. Foreign relations Honduras and Nicaragua had tense relations throughout 2000 and early 2001 due to a boundary dispute off the Atlantic coast. Nicaragua imposed a 35% tariff against Honduran goods due to the dispute. In June 2009 a coup d'état ousted President Manuel Zelaya; he was taken in a military aircraft to Costa Rica. The General Assembly of the United Nations voted to denounce the coup and called for the restoration of Zelaya. Several Latin American nations, including Mexico, temporarily severed diplomatic relations with Honduras. In July 2010, full diplomatic relations were once again re-established with Mexico. The United States sent out mixed messages after the coup; Obama called the ouster a coup and expressed support for Zelaya's return to power. US Secretary of State Hillary Clinton, advised by John Negroponte, the former Reagan-era Ambassador to Honduras implicated in the Iran–Contra affair, refrained from expressing support. She has since explained that the US would have had to cut aid if it called Zelaya's ouster a military coup, although the US has a record of ignoring these events when it chooses. Zelaya had expressed an interest in Hugo Chávez' Bolivarian Alliance for Peoples of our America (ALBA), and had actually joined in 2008. After the 2009 coup, Honduras withdrew its membership. This interest in regional agreements may have increased the alarm of establishment politicians. When Zelaya began calling for a "fourth ballot box" to determine whether Hondurans wished to convoke a special constitutional congress, this sounded a lot to some like the constitutional amendments that had extended the terms of both Hugo Chávez and Evo Morales. "Chávez has served as a role model for like-minded leaders intent on cementing their power. These presidents are barely in office when they typically convene a constitutional convention to guarantee their reelection," said a 2009 Spiegel International analysis, which noted that one reason to join ALBA was discounted Venezuelan oil. In addition to Chávez and Morales, Carlos Menem of Argentina, Fernando Henrique Cardoso of Brazil and Columbian President Álvaro Uribe had all taken this step, and Washington and the EU were both accusing the Sandinista National Liberation Front government in Nicaragua of tampering with election results. Politicians of all stripes expressed opposition to Zelaya's referendum proposal, and the Attorney-General accused him of violating the constitution. The Honduran Supreme Court agreed, saying that the constitution had put the Supreme Electoral Tribunal in charge of elections and referenda, not the National Statistics Institute, which Zelaya had proposed to have run the count. Whether or not Zelaya's removal from power had constitutional elements, the Honduran constitution explicitly protects all Hondurans from forced expulsion from Honduras. The United States maintains a small military presence at one Honduran base. The two countries conduct joint peacekeeping, counter-narcotics, humanitarian, disaster relief, humanitarian, medical and civic action exercises. U.S. troops conduct and provide logistics support for a variety of bilateral and multilateral exercises. The United States is Honduras's chief trading partner. Military Honduras has a military with the Honduran Army, Honduran Navy and Honduran Air Force. In 2017, Honduras signed the UN treaty on the Prohibition of Nuclear Weapons. Administrative divisions Honduras is divided into 18 departments. The capital city is Tegucigalpa in the Central District within the department of Francisco Morazán. Atlántida Choluteca Colón Comayagua Copán Cortés El Paraíso Francisco Morazán Gracias a Dios Intibucá Bay Islands Department La Paz Lempira Ocotepeque Olancho Department Santa Bárbara Valle Yoro A new administrative division called ZEDE (Zonas de empleo y desarrollo económico) was created in 2013. ZEDEs have a high level of autonomy with their own political system at a judicial, economic and administrative level, and are based on free market capitalism. Economy Poverty The World Bank categorizes Honduras as a low middle-income nation. The nation's per capita income sits at around 600 US dollars making it one of the lowest in North America. In 2010, 50% of the population were living below the poverty line. By 2016 more than 66% were living below the poverty line. Economic growth in the last few years has averaged 7% a year, one of the highest rates in Latin America (2010). Despite this, Honduras has seen the least development amongst all Central American countries. Honduras is ranked 130 of 188 countries with a Human Development Index of .625 that classifies the nation as having medium development (2015). The three factors that go into Honduras's HDI (an extended and healthy life, accessibility of knowledge and standard of living) have all improved since 1990 but still remain relatively low with life expectancy at birth being 73.3, expected years of schooling being 11.2 (mean of 6.2 years) and GNI per capita being $4,466 (2015). The HDI for Latin America and the Caribbean overall is 0.751 with life expectancy at birth being 68.6, expected years of schooling being 11.5 (mean of 6.6) and GNI per capita being $6,281 (2015). The 2009 Honduran coup d'état led to a variety of economic trends in the nation. Overall growth has slowed, averaging 5.7 percent from 2006 to 2008 but slowing to 3.5 percent annually between 2010 and 2013. Following the coup trends of decreasing poverty and extreme poverty were reversed. The nation saw a poverty increase of 13.2 percent and in extreme poverty of 26.3 percent in just 3 years. Furthermore, unemployment grew between 2008 and 2012 from 6.8 percent to 14.1 percent. Because much of the Honduran economy is based on small scale agriculture of only a few exports, natural disasters have a particularly devastating impact. Natural disasters, such as 1998 Hurricane Mitch, have contributed to this inequality as they particularly affect poor rural areas. Additionally, they are a large contributor to food insecurity in the country as farmers are left unable to provide for their families. A study done by Honduras NGO, World Neighbors, determined the terms "increased workload, decreased basic grains, expensive food, and fear" were most associated with Hurricane Mitch. The rural and urban poor were hit hardest by Hurricane Mitch. Those in southern and western regions specifically were considered most vulnerable as they both were subject to environmental destruction and home to many subsistence farmers. Due to disasters such as Hurricane Mitch, the agricultural economic sector has declined a third in the past twenty years. This is mostly due to a decline in exports, such as bananas and coffee, that were affected by factors such as natural disasters. Indigenous communities along the Patuca River were hit extremely hard as well. The mid-Pataca region was almost completely destroyed. Over 80% of rice harvest and all of banana, plantain, and manioc harvests were lost. Relief and reconstruction efforts following the storm were partial and incomplete, reinforcing existing levels of poverty rather than reversing those levels, especially for indigenous communities. The period between the end of food donations and the following harvest led to extreme hunger, causing deaths amongst the Tawahka population. Those that were considered the most "land-rich" lost 36% of their total land on average. Those that were the most "land-poor", lost less total land but a greater share of their overall total. This meant that those hit hardest were single women as they constitute the majority of this population. Poverty reduction strategies Since the 1970s when Honduras was designated a "food priority country" by the UN, organizations such as The World Food Program (WFP) have worked to decrease malnutrition and food insecurity. A large majority of Honduran farmers live in extreme poverty, or below 180 US dollars per capita. Currently one fourth of children are affected by chronic malnutrition. WFP is currently working with the Honduran government on a School Feeding Program which provides meals for 21,000 Honduran schools, reaching 1.4 million school children. WFP also participates in disaster relief through reparations and emergency response in order to aid in quick recovery that tackles the effects of natural disasters on agricultural production. Honduras's Poverty Reduction Strategy was implemented in 1999 and aimed to cut extreme poverty in half by 2015. While spending on poverty-reduction aid increased there was only a 2.5% increase in GDP between 1999 and 2002. This improvement left Honduras still below that of countries that lacked aid through Poverty Reduction Strategy behind those without it. The World Bank believes that this inefficiency stems from a lack of focus on infrastructure and rural development. Extreme poverty saw a low of 36.2 percent only two years after the implementation of the strategy but then increased to 66.5 percent by 2012. Poverty Reduction Strategies were also intended to affect social policy through increased investment in education and health sectors. This was expected to lift poor communities out of poverty while also increasing the workforce as a means of stimulating the Honduran economy. Conditional cash transfers were used to do this by the Family Assistance Program. This program was restructured in 1998 in an attempt to increase effectiveness of cash transfers for health and education specifically for those in extreme poverty. Overall spending within Poverty Reduction Strategies have been focused on education and health sectors increasing social spending from 44% of Honduras's GDP in 2000 to 51% in 2004. Critics of aid from International Finance Institutions believe that the World Bank's Poverty Reduction Strategy result in little substantive change to Honduran policy. Poverty Reduction Strategies also excluded clear priorities, specific intervention strategy, strong commitment to the strategy and more effective macro-level economic reforms according to Jose Cuesta of Cambridge University. Due to this he believes that the strategy did not provide a pathway for economic development that could lift Honduras out of poverty resulting in neither lasting economic growth of poverty reduction. Prior to its 2009 coup Honduras widely expanded social spending and an extreme increase in minimum wage. Efforts to decrease inequality were swiftly reversed following the coup. When Zelaya was removed from office social spending as a percent of GDP decreased from 13.3 percent in 2009 to 10.9 recent in 2012. This decrease in social spending exacerbated the effects of the recession, which the nation was previously relatively well equipped to deal with. Economic inequality Levels of income inequality in Honduras are higher than in any other Latin American country. Unlike other Latin American countries, inequality steadily increased in Honduras between 1991 and 2005. Between 2006 and 2010 inequality saw a decrease but increased again in 2010. When Honduras's Human Development Index is adjusted for inequality (known as the IHDI) Honduras's development index is reduced to .443. The levels of inequality in each aspect of development can also be assessed. In 2015 inequality of life expectancy at birth was 19.6%, inequality in education was 24.4% and inequality in income was 41.5% The overall loss in human development due to inequality was 29.2. The IHDI for Latin America and the Caribbean overall is 0.575 with an overall loss of 23.4%. In 2015 for the entire region, inequality of life expectancy at birth was 22.9%, inequality in education was 14.0% and inequality in income was 34.9%. While Honduras has a higher life expectancy than other countries in the region (before and after inequality adjustments), its quality of education and economic standard of living are lower. Income inequality and education inequality have a large impact on the overall development of the nation. Inequality also exists between rural and urban areas as it relates to the distribution of resources. Poverty is concentrated in southern, eastern, and western regions where rural and indigenous peoples live. North and central Honduras are home to the country's industries and infrastructure, resulting in low levels of poverty. Poverty is concentrated in rural Honduras, a pattern that is reflected throughout Latin America. The effects of poverty on rural communities are vast. Poor communities typically live in adobe homes, lack material resources, have limited access to medical resources, and live off of basics such as rice, maize and beans. The lower class predominantly consists of rural subsistence farmers and landless peasants. Since 1965 there has been an increase in the number of landless peasants in Honduras which has led to a growing class of urban poor individuals. These individuals often migrate to urban centers in search of work in the service sector, manufacturing, or construction. Demographers believe that without social and economic reform, rural to urban migration will increase, resulting in the expansion of urban centers. Within the lower class, underemployment is a major issue. Individuals that are underemployed often only work as part-time laborers on seasonal farms meaning their annual income remains low. In the 1980s peasant organizations and labor unions such as the National Federation of Honduran Peasants, The National Association of Honduran Peasants and the National Union of Peasants formed. It is not uncommon for rural individuals to voluntarily enlist in the military, however this often does not offer stable or promising career opportunities. The majority of high-ranking officials in the Honduran army are recruited from elite military academies. Additionally, the majority of enlistment in the military is forced. Forced recruitment largely relies on an alliance between the Honduran government, military and upper class Honduran society. In urban areas males are often sought out from secondary schools while in rural areas roadblocks aided the military in handpicking recruits. Higher socio-economic status enables individuals to more easily evade the draft. Middle class Honduras is a small group defined by relatively low membership and income levels. Movement from lower to middle class is typically facilitated by higher education. Professionals, students, farmers, merchants, business employees, and civil servants are all considered a part of the Honduran middle class. Opportunities for employment and the industrial and commercial sectors are slow-growing, limiting middle class membership. The Honduran upper class has much higher income levels than the rest of the Honduran population reflecting large amounts of income inequality. Much of the upper class affords their success to the growth of cotton and livestock exports post-World War II. The wealthy are not politically unified and differ in political and economic views. Trade The currency is the Honduran lempira. The government operates both the electrical grid, Empresa Nacional de Energía Eléctrica (ENEE) and the land-line telephone service, Hondutel. ENEE receives heavy subsidies to counter its chronic financial problems, but Hondutel is no longer a monopoly. The telecommunication sector was opened to private investment on 25 December 2005, as required under CAFTA. The price of petroleum is regulated, and the Congress often ratifies temporary price regulation for basic commodities. Gold, silver, lead and zinc are mined. In 2005 Honduras signed CAFTA, a free trade agreement with the United States. In December 2005, Puerto Cortés, the primary seaport of Honduras, was included in the U.S. Container Security Initiative. In 2006 the U.S. Department of Homeland Security and the Department of Energy announced the first phase of the Secure Freight Initiative (SFI), which built upon existing port security measures. SFI gave the U.S. government enhanced authority, allowing it to scan containers from overseas for nuclear and radiological materials in order to improve the risk assessment of individual US-bound containers. The initial phase of Secure Freight involved deploying of nuclear detection and other devices to six foreign ports: Port Qasim in Pakistan; Puerto Cortés in Honduras; Southampton in the United Kingdom; Port of Salalah in Oman; Port of Singapore; Gamman Terminal at Port Busan, Korea. Containers in these ports have been scanned since 2007 for radiation and other risk factors before they are allowed to depart for the United States. For economic development a 2012 memorandum of understanding with a group of international investors obtained Honduran government approval to build a zone (city) with its own laws, tax system, judiciary and police, but opponents brought a suit against it in the Supreme Court, calling it a "state within a state". In 2013, Honduras's Congress ratified Decree 120, which led to the establishment of ZEDEs. The government began construction of the first zones in June 2015. Energy About half of the electricity sector in Honduras is privately owned. The remaining generation capacity is run by ENEE (Empresa Nacional de Energía Eléctrica). Key challenges in the sector are: Financing investments in generation and transmission without either a financially healthy utility or concessionary funds from external donors Re-balancing tariffs, cutting arrears and reducing losses, including electricity theft, without social unrest Reconciling environmental concerns with government objectives – two large new dams and associated hydropower plants. Improving access to electricity in rural areas. Transportation Infrastructure for transportation in Honduras consists of: of railways; of roadways; six ports; and 112 airports altogether (12 Paved, 100 unpaved). The Ministry of Public Works, Transport and Housing (SOPRTRAVI in Spanish acronym) is responsible for transport sector policy. Crime In recent years Honduras has experienced very high levels of violence and criminality. Homicide violence reached a peak in 2012 with an average of 20 homicides a day. Cities such as San Pedro Sula and the Tegucigalpa have registered homicide rates among the highest in the world. The violence is associated with drug trafficking as Honduras is often a transit point, and with a number of urban gangs, mainly the MS-13 and the 18th Street gang. But as recently as 2017, organizations such as InSight Crime's show figures of 42 per 100,000 inhabitants; a 26% drop from 2016 figures. Violence in Honduras increased after Plan Colombia was implemented and after Mexican President Felipe Calderón declared the war against drug trafficking in Mexico. Along with neighboring El Salvador and Guatemala, Honduras forms part of the Northern Triangle of Central America, which has been characterized as one of the most violent regions in the world. As a result of crime and increasing murder rates, the flow of migrants from Honduras to the U.S. also went up. The rise in violence in the region has received international attention. Demographics Honduras had a population of in . The proportion of the population below the age of 15 in 2010 was 36.8%, 58.9% were between 15 and 65 years old, and 4.3% were 65 years old or older. Since 1975, emigration from Honduras has accelerated as economic migrants and political refugees sought a better life elsewhere. A majority of expatriate Hondurans live in the United States. A 2012 US State Department estimate suggested that between 800,000 and one million Hondurans lived in the United States at that time, nearly 15% of the Honduran population. The large uncertainty about numbers is because numerous Hondurans live in the United States without a visa. In the 2010 census in the United States, 617,392 residents identified as Hondurans, up from 217,569 in 2000. Race and ethnicity The ethnic breakdown of Honduran society was 90% Mestizo, 7% American Indian, 2% Black and 1% White (2017). The 1927 Honduran census provides no racial data but in 1930 five classifications were created: white, Indian, Negro, yellow, and mestizo. This system was used in the 1935 and 1940 census. Mestizo was used to describe individuals that did not fit neatly into the categories of white, American Indian, negro or yellow or who are of mixed white-American Indian descent. John Gillin considers Honduras to be one of thirteen "Mestizo countries" (Mexico, Guatemala, El Salvador, Nicaragua, Panama, Colombia, Venezuela, Cuba, Ecuador, Peru, Bolivia, Paraguay). He claims that in much as Spanish America little attention is paid to race and race mixture resulting in social status having little reliance on one's physical features. However, in "Mestizo countries" such as Honduras, this is not the case. Social stratification from Spain was able to develop in these countries through colonization. During colonization the majority of Honduras's indigenous population died of diseases like smallpox and measles resulting in a more homogenous indigenous population compared to other colonies. Nine indigenous and African American groups are recognized by the government in Honduras. The majority of Amerindians in Honduras are Lenca, followed by the Miskito, Cho'rti', Tolupan, Pech and Sumo. Around 50,000 Lenca individuals live in the west and western interior of Honduras while the other small native groups are located throughout the country. The majority of blacks in Honduran are culturally ladino, meaning they are culturally Latino. Non-ladino groups in Honduras include the Black Carib, Miskito, Arab immigrants and the black population of the Islas de la Bahía The Black Carib population descended from freed slaves from Saint Vincent. The Miskito population (about 10,000 individuals) are the descendants of African and British immigrants and are extremely racially diverse. While the Black Carib and Miskito populations have similar origins, Black Caribs are considered black while Miskitos are considered indigenous. This is largely a reflection of cultural differences, as Black Caribs have retained much of their original African culture. The majority of Arab Hondurans are of Palestinian and Lebanese descent. They are known as "turcos" in Honduras because of migration during the rule of the Ottoman Empire. They have maintained cultural distinctiveness and prospered economically. Gender The male to female ratio of the Honduran population is 1.01. This ratio stands at 1.05 at birth, 1.04 from 15 to 24 years old, 1.02 from 25 to 54 years old, .88 from 55 to 64 years old, and .77 for those 65 years or older. The Gender Development Index (GDI) was .942 in 2015 with an HDI of .600 for females and .637 for males. Life expectancy at birth for males is 70.9 and 75.9 for females. Expected years of schooling in Honduras is 10.9 years for males (mean of 6.1) and 11.6 for females (mean of 6.2). These measures do not reveal a large disparity between male and female development levels, however, GNI per capita is vastly different by gender. Males have a GNI per capita of $6,254 while that of females is only $2,680. Honduras's overall GDI is higher than that of other medium HDI nations (.871) but lower than the overall HDI for Latin America and the Caribbean (.981). The United Nations Development Program (UNDP) ranks Honduras 116th for measures including women's political power, and female access to resources. The Gender Inequality Index (GII) depicts gender-based inequalities in Honduras according to reproductive health, empowerment, and economic activity. Honduras has a GII of .461 and ranked 101 of 159 countries in 2015. 25.8% of Honduras's parliament is female and 33.4% of adult females have a secondary education or higher while only 31.1% of adult males do. Despite this, while male participation in the labor market is 84.4, female participation is 47.2%. Honduras's maternal mortality ratio is 129 and the adolescent birth rate is 65.0 for women ages 15–19. Familialism and machismo carry a lot of weight within Honduran society. Familialism refers to the idea of individual interests being second to that of the family, most often in relation to dating and marriage, abstinence, and parental approval and supervision of dating. Aggression and proof of masculinity through physical dominance are characteristic of machismo. Honduras has historically functioned with a patriarchal system like many other Latin American countries. Honduran men claim responsibility for family decisions including reproductive health decisions. Recently Honduras has seen an increase in challenges to this notion as feminist movements and access to global media increases. There has been an increase in educational attainment, labor force participating, urban migration, late-age marriage, and contraceptive use amongst Honduran women. Between 1971 and 2001 Honduran total fertility rate decreased from 7.4 births to 4.4 births. This is largely attributable to an increase in educational attainment and workforce participation by women, as well as more widespread use of contraceptives. In 1996 50% of women were using at least one type of contraceptive. By 2001 62% were largely due to female sterilization, birth control in the form of a pill, injectable birth control, and IUDs. A study done in 2001 of Honduran men and women reflect conceptualization of reproductive health and decision making in Honduras. 28% of men and 25% of women surveyed believed men were responsible for decisions regarding family size and family planning uses. 21% of men believed men were responsible for both. Sexual violence against women has proven to be a large issue in Honduras that has caused many to migrate to the U.S. The prevalence of child sexual abuse was 7.8% in Honduras with the majority of reports being from children under the age of 11. Women that experienced sexual abuse as children were found to be twice as likely to be in violent relationships. Femicide is widespread in Honduras. In 2014, 40% of unaccompanied refugee minors were female. Gangs are largely responsible for sexual violence against women as they often use sexual violence. Between 2005 and 2013 according to the UN Special Repporteur on Violence Against Women, violent deaths increased 263.4 percent. Impunity for sexual violence and femicide crimes was 95 percent in 2014. Additionally, many girls are forced into human trafficking and prostitution. Between 1995 and 1997 Honduras recognized domestic violence as both a public health issue and a punishable offense due to efforts by the Pan American Health Organization (PAHO). PAHO's subcommittee on Women, Health and Development was used as a guide to develop programs that aid in domestic violence prevention and victim assistance programs However, a study done in 2009 showed that while the policy requires health care providers to report cases of sexual violence, emergency contraception, and victim referral to legal institutions and support groups, very few other regulations exist within the realm of registry, examination and follow-up. Unlike other Central American countries such as El Salvador, Guatemala and Nicaragua, Honduras does not have detailed guidelines requiring service providers to be extensively trained and respect the rights of sexual violence victims. Since the study was done the UNFPA and the Health Secretariat of Honduras have worked to develop and implement improved guidelines for handling cases of sexual violence. An educational program in Honduras known as Sistema de Aprendizaje Tutorial (SAT) has attempted to "undo gender" through focusing on gender equality in everyday interactions. Honduras's SAT program is one of the largest in the world, second only to Colombia's with 6,000 students. It is currently sponsored by Asociacion Bayan, a Honduran NGO, and the Honduran Ministry of Education. It functions by integrating gender into curriculum topics, linking gender to the ideas of justice and equality, encouraging reflection, dialogue and debate and emphasizing the need for individual and social change. This program was found to increase gender consciousness and a desire for gender equality amongst Honduran women through encouraging discourse surrounding existing gender inequality in the Honduran communities. Languages Spanish is the official, national language, spoken by virtually all Hondurans. In addition to Spanish, a number of indigenous languages are spoken in some small communities. Other languages spoken by some include Honduran sign language and Bay Islands Creole English. The main indigenous languages are: Garifuna (Arawakan) (almost 100,000 speakers in Honduras including monolinguals) Mískito (Misumalpan) (29,000 speakers in Honduras) Mayangna (Misumalpan) (less than 1000 speakers in Honduras, more in Nicaragua) Pech/Paya, (Chibchan) (less than 1000 speakers) Tol (Jicaquean) (less than 500 speakers) Ch'orti' (Mayan) (less than 50 speakers) The Lenca isolate lost all its fluent native speakers in the 20th century but is currently undergoing revival efforts among the members of the ethnic population of about 100,000. The largest immigrant languages are Arabic (42,000), Armenian (1,300), Turkish (900), Yue Chinese (1,000). Largest cities Religion Although most Hondurans are nominally Roman Catholic (which would be considered the main religion), membership in the Roman Catholic Church is declining while membership in Protestant churches is increasing. The International Religious Freedom Report, 2008, notes that a CID Gallup poll reported that 51.4% of the population identified themselves as Catholic, 36.2% as evangelical Protestant, 1.3% claiming to be from other religions, including Muslims, Buddhists, Jews, Rastafarians, etc. and 11.1% do not belong to any religion or unresponsive. 8% reported as being either atheistic or agnostic. Customary Catholic church tallies and membership estimates 81% Catholic where the priest (in more than 185 parishes) is required to fill out a pastoral account of the parish each year. The CIA Factbook lists Honduras as 97% Catholic and 3% Protestant. Commenting on statistical variations everywhere, John Green of Pew Forum on Religion and Public Life notes that: "It isn't that ... numbers are more right than [someone else's] numbers ... but how one conceptualizes the group." Often people attend one church without giving up their "home" church. Many who attend evangelical megachurches in the US, for example, attend more than one church. This shifting and fluidity is common in Brazil where two-fifths of those who were raised evangelical are no longer evangelical and Catholics seem to shift in and out of various churches, often while still remaining Catholic. Most pollsters suggest an annual poll taken over a number of years would provide the best method of knowing religious demographics and variations in any single country. Still, in Honduras are thriving Anglican, Presbyterian, Methodist, Seventh-day Adventist, Lutheran, Latter-day Saint (Mormon) and Pentecostal churches. There are Protestant seminaries. The Catholic Church, still the only "church" that is recognized, is also thriving in the number of schools, hospitals, and pastoral institutions (including its own medical school) that it operates. Its archbishop, Óscar Andrés Rodriguez Maradiaga, is also very popular, both with the government, other churches, and in his own church. Practitioners of the Buddhist, Jewish, Islamic, Baháʼí, Rastafari and indigenous denominations and religions exist. Health See Health in Honduras Education About 83.6% of the population are literate and the net primary enrollment rate was 94% in 2004. In 2014, the primary school completion rate was 90.7%. Honduras has bilingual (Spanish and English) and even trilingual (Spanish with English, Arabic, or German) schools and numerous universities. The higher education is governed by the National Autonomous University of Honduras which has centers in the most important cities of Honduras. Crime Crime in Honduras is rampant and criminals operate with a high degree of impunity. Honduras has one of the highest murder rates in the world. Official statistics from the Honduran Observatory on National Violence show Honduras's homicide rate was 60 per 100,000 in 2015 with the majority of homicide cases unprosecuted. Highway assaults and carjackings at roadblocks or checkpoints set up by criminals with police uniforms and equipment occur frequently. Although reports of kidnappings of foreigners are not common, families of kidnapping victims often pay ransoms without reporting the crime to police out of fear of retribution, so kidnapping figures may be underreported. Owing to measures taken by government and business in 2014 to improve tourist safety, Roatan and the Bay Islands have lower crime rates than the Honduran mainland. In the less populated region of Gracias a Dios, narcotics-trafficking is rampant and police presence is scarce. Threats against U.S. citizens by drug traffickers and other criminal organizations have resulted in the U.S. Embassy placing restrictions on the travel of U.S. officials through the region. Culture Art The most renowned Honduran painter is José Antonio Velásquez. Other important painters include Carlos Garay, and Roque Zelaya. Some of Honduras's most notable writers are Lucila Gamero de Medina, Froylán Turcios, Ramón Amaya Amador and Juan Pablo Suazo Euceda, Marco Antonio Rosa, Roberto Sosa, Eduardo Bähr, Amanda Castro, Javier Abril Espinoza, Teófilo Trejo, and Roberto Quesada. The José Francisco Saybe theater in San Pedro Sula is home to the Círculo Teatral Sampedrano (Theatrical Circle of San Pedro Sula) Honduras has experienced a boom from its film industry for the past two decades. Since the premiere of the movie "Anita la cazadora de insectos" in 2001, the level of Honduran productions has increased, many collaborating with countries such as Mexico, Colombia, and the U.S. The most well known Honduran films are "El Xendra", "Amor y Frijoles", and "Cafe con aroma a mi tierra". Cuisine Honduran cuisine is a fusion of indigenous Lenca cuisine, Spanish cuisine, Caribbean cuisine and African cuisine. There are also dishes from the Garifuna people. Coconut and coconut milk are featured in both sweet and savory dishes. Regional specialties include fried fish, tamales, carne asada and baleadas. Other popular dishes include: meat roasted with chismol and carne asada, chicken with rice and corn, and fried fish with pickled onions and jalapeños. Some of the ways seafood and some meats are prepared in coastal areas and in the Bay Islands involve coconut milk. The soups Hondurans enjoy include bean soup, mondongo soup (tripe soup), seafood soups and beef soups. Generally these soups are served mixed with plantains, yuca, and cabbage, and served with corn tortillas. Other typical dishes are the montucas or corn tamales, stuffed tortillas, and tamales wrapped in plantain leaves. Honduran typical dishes also include an abundant selection of tropical fruits such as papaya, pineapple, plum, sapote, passion fruit and bananas which are prepared in many ways while they are still green. Media At least half of Honduran households have at least one television. Public television has a far smaller role than in most other countries. Honduras's main newspapers are La Prensa, El Heraldo, La Tribuna and Diario Tiempo. The official newspaper is . Music Punta is the main music of Honduras, with other sounds such as Caribbean salsa, merengue, reggae, and reggaeton all widely heard, especially in the north, and Mexican rancheras heard in the rural interior of the country. The most well known musicians are Guillermo Anderson and Polache. Banda Blanca is a widely known music group in both Honduras and internationally. Celebrations Some of Honduras's national holidays include Honduras Independence Day on 15 September and Children's Day or Día del Niño, which is celebrated in homes, schools and churches on 10 September; on this day, children receive presents and have parties similar to Christmas or birthday celebrations. Some neighborhoods have piñatas on the street. Other holidays are Easter, Maundy Thursday, Good Friday, Day of the Soldier (3 October to celebrate the birth of Francisco Morazán), Christmas, El Dia de Lempira on 20 July, and New Year's Eve. Honduras Independence Day festivities start early in the morning with marching bands. Each band wears different colors and features cheerleaders. Fiesta Catracha takes place this same day: typical Honduran foods such as beans, tamales, baleadas, cassava with chicharrón, and tortillas are offered. On Christmas Eve people reunite with their families and close friends to have dinner, then give out presents at midnight. In some cities fireworks are seen and heard at midnight. On New Year's Eve there is food and "cohetes", fireworks and festivities. Birthdays are also great events, and include piñatas filled with candies and surprises for the children. La Ceiba Carnival is celebrated in La Ceiba, a city located in the north coast, in the second half of May to celebrate the day of the city's patron saint Saint Isidore. People from all over the world come for one week of festivities. Every night there is a little carnaval (carnavalito) in a neighborhood. On Saturday there is a big parade with floats and displays with people from many countries. This celebration is also accompanied by the Milk Fair, where many Hondurans come to show off their farm products and animals. National symbols The flag of Honduras is composed of three equal horizontal stripes. The blue upper and lower stripes represent the Pacific Ocean and the Caribbean Sea. The central stripe is white. It contains five blue stars representing the five states of the Central American Union. The middle star represents Honduras, located in the center of the Central American Union. The coat of arms was established in 1945. It is an equilateral triangle, at the base is a volcano between three castles, over which is a rainbow and the sun shining. The triangle is placed on an area that symbolizes being bathed by both seas. Around all of this an oval containing in golden lettering: "Republic of Honduras, Free, Sovereign and Independent". The "National Anthem of Honduras" is a result of a contest carried out in 1914 during the presidency of Manuel Bonilla. In the end, it was the poet Augusto Coello that ended up writing the anthem, with German-born Honduran composer Carlos Hartling writing the music. The anthem was officially adopted on 15 November 1915, during the presidency of . The anthem is composed of a choir and seven stroonduran. The national flower is the famous orchid, Rhyncholaelia digbyana (formerly known as Brassavola digbyana), which replaced the rose in 1969. The change of the national flower was carried out during the administration of general Oswaldo López Arellano, thinking that Brassavola digbyana "is an indigenous plant of Honduras; having this flower exceptional characteristics of beauty, vigor and distinction", as the decree dictates it. The national tree of Honduras was declared in 1928 to be simply "the Pine that appears symbolically in our Coat of Arms" (el Pino que figura simbólicamente en nuestro Escudo), even though pines comprise a genus and not a species, and even though legally there's no specification as for what kind of pine should appear in the coat of arms either. Because of its commonality in the country, the Pinus oocarpa species has become since then the species most strongly associated as the national tree, but legally it is not so. Another species associated as the national tree is the Pinus caribaea. The national mammal is the white-tailed deer (Odocoileus virginianus), which was adopted as a measure to avoid excessive depredation. It is one of two species of deer that live in Honduras. The national bird of Honduras is the scarlet macaw (Ara macao). This bird was much valued by the pre-Columbian civilizations of Honduras. Folklore Legends and fairy tales are paramount in Honduran culture. Lluvia de Peces (Rain of Fish) is an example of this. The legends of El Cadejo and La Llorona are also popular. Sports Football is the most popular sport in Honduras. Honduras's first international competition began in 1921 at the Independence Centenary Games featuring neighboring countries in Central America. The highest division of football is The Honduran National Professional Football League (Spanish: La Liga Nacional de Fútbol Profesional de Honduras), which was established in 1964. The league is recognized on a continental level, as C.D. Olimpia–the only Honduran club to win the competition–won the CONCACAF Champions League in 1972 and 1988. The Honduras national football team (Spanish: Selección de fútbol de Honduras) is considered one of the best nations in North America, as the country last won the CONCACAF Gold Cup in 1981 and placed third in 2013. On a global scale, Honduras has competed in the FIFA World Cup three times in 1982, 2010, and 2014, although Los Catrachos have yet to win a game. Baseball is the second most popular sport in Honduras. Honduras's first international competition began in 1950 in the Baseball World Cup, which was the most prestigious global competition at the time. The country lacks a division in baseball, likely due to the absence of competition in international baseball since 1973. The Honduras national baseball team (Spanish: Selección de béisbol de Honduras) is shy of being a top ten nation in North and South America due to infrequent scheduling, although competition is consistent and growing at the youth level. Inspiration at the youth level came from Mauricio Dubón being the first born and raised Honduran to start in Major League Baseball, who is currently competing today. All other sports tend to be minor at best, as Honduras has not won a medal in the Olympics and has not made notable results in other world championships yet. However, Hondurans have consistently entered track & field and swimming games at the Summer Olympics since 1968 and 1984, respectively. Occasionally, Honduras has competed in combat sports ranging from judo to boxing at the Summer Olympics as well. Gender inequality in Honduras is present in the sports industry, as teams like the Honduras women's national football team (Spanish: Selección de fútbol de Honduras Femenina) has yet to qualify in global and continental tournaments and softball being nearly nonexistent in the country. See also Outline of Honduras Index of Honduras-related articles Notes References External links Government of Honduras Official Site of the Tourism Institute of Honduras (English) Chief of State and Cabinet Members Honduras. The World Factbook. Central Intelligence Agency. Honduras at University of Colorado at Boulder Libraries GovPubs Honduras profile from the BBC News Honduran Biodiversity Database Honduras Tips Travel Info (English) Honduras Weekly Travel and Tourism Info on Honduras (English) Humanitarian Aid in Honduras Answers.com Project Honduras Interactive Maps Honduras Key Development Forecasts for Honduras from International Futures Countries in Central America Former Spanish colonies Current member states of the United Nations Republics Spanish-speaking countries and territories States and territories established in 1821 1821 establishments in North America Countries in North America Northern Triangle of Central America
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Hong Kong (; , ), officially the Hong Kong Special Administrative Region of the People's Republic of China (HKSAR), is a city and special administrative region of China on the eastern Pearl River Delta in South China. With over 7.5 million residents of various nationalities in a territory, Hong Kong is one of the most densely populated places in the world. Hong Kong is also one of the most developed cities in the world. Hong Kong was established as a colony of the British Empire after the Qing Empire ceded Hong Kong Island from Xin'an County at the end of the First Opium War in 1841 then again in 1842. The colony expanded to the Kowloon Peninsula in 1860 after the Second Opium War and was further extended when Britain obtained a 99-year lease of the New Territories in 1898. British Hong Kong was occupied by Imperial Japan from 1941 to 1945 during World War II; British administration resumed after the surrender of Japan. The whole territory was transferred to China in 1997. As one of China's two special administrative regions (the other being Macau), Hong Kong maintains separate governing and economic systems from that of mainland China under the principle of "one country, two systems". Originally a sparsely populated area of farming and fishing villages, the territory has become one of the world's most significant financial centres and commercial ports. It is the world's tenth-largest exporter and ninth-largest importer. Hong Kong has a major capitalist service economy characterised by low taxation and free trade, and its currency, the Hong Kong dollar, is the eighth most traded currency in the world. Hong Kong is home to the third-highest number of billionaires of any city in the world, the second-highest number of billionaires of any city in Asia, and the largest concentration of ultra high-net-worth individuals of any city in the world. Although the city has one of the highest per capita incomes in the world, severe income inequality exists among the population. Hong Kong is a highly developed territory and ranks fourth on the UN Human Development Index. The city has the largest number of skyscrapers of any city in the world, and its residents have some of the highest life expectancies in the world. The dense space has led to a highly developed transportation network with public transport rates exceeding 90%. Hong Kong is ranked 4th in the Global Financial Centres Index. Etymology The name of the territory, first romanised as "He-Ong-Kong" in 1780, originally referred to a small inlet located between Aberdeen Island and the southern coast of Hong Kong Island. Aberdeen was an initial point of contact between British sailors and local fishermen. Although the source of the romanised name is unknown, it is generally believed to be an early phonetic rendering of the Cantonese pronunciation hēung góng, or Tanka Cantonese. The name translates as "fragrant harbour" or "incense harbour". "Fragrant" may refer to the sweet taste of the harbour's freshwater influx from the Pearl River or to the odour from incense factories lining the coast of northern Kowloon. The incense was stored near Aberdeen Harbour for export before Victoria Harbour was developed. Sir John Davis (the second colonial governor) offered an alternative origin; Davis said that the name derived from "Hoong-keang" ("red torrent"), reflecting the colour of soil over which a waterfall on the island flowed. The simplified name Hong Kong was frequently used by 1810. The name was also commonly written as the single word Hongkong until 1926, when the government officially adopted the two-word name. Some corporations founded during the early colonial era still keep this name, including Hongkong Land, Hongkong Electric Company, Hongkong and Shanghai Hotels and the Hongkong and Shanghai Banking Corporation (HSBC). History Prehistory and Imperial China Earliest known human traces in what is now Hong Kong are dated by some to 35,000 and 39,000 years ago during the Paleolithic period. The claim is based on an archaeological investigation in Wong Tei Tung, Sai Kung in 2003. The archaeological works revealed knapped stone tools from deposits that were dated using optical luminescence dating. During the Middle Neolithic period, about 6,000 years ago, the region had been widely occupied by humans. Neolithic to Bronze Age Hong Kong settlers were semi-coastal people. Early inhabitants are believed to be Austronesians in the Middle Neolithic period and later the Yueh people. As hinted by the archaeological works in Sha Ha, Sai Kung, rice cultivation had been introduced since Late Neolithic period. Bronze Age Hong Kong was featured with coarse pottery, hard pottery, quartz and stone jewelry, as well as small bronze implements. The Qin dynasty incorporated the Hong Kong area into China for the first time in 214 BCE, after conquering the indigenous Baiyue. The region was consolidated under the Nanyue kingdom (a predecessor state of Vietnam) after the Qin collapse and recaptured by China after the Han conquest. During the Mongol conquest of China in the 13th century, the Southern Song court was briefly located in modern-day Kowloon City (the Sung Wong Toi site) before its final defeat in the 1279 Battle of Yamen. By the end of the Yuan dynasty, seven large families had settled in the region and owned most of the land. Settlers from nearby provinces migrated to Kowloon throughout the Ming dynasty. The earliest European visitor was Portuguese explorer Jorge Álvares, who arrived in 1513. Portuguese merchants established a trading post called Tamão in Hong Kong waters and began regular trade with southern China. Although the traders were expelled after military clashes in the 1520s, Portuguese-Chinese trade relations were re-established by 1549. Portugal acquired a permanent lease for Macau in 1557. After the Qing conquest, maritime trade was banned under the Haijin policies. From 1661 to 1683, the population of most of the area forming present day Hong Kong was cleared under the Great Clearance, turning the region into a wasteland. The Kangxi Emperor lifted the maritime trade prohibition, allowing foreigners to enter Chinese ports in 1684. Qing authorities established the Canton System in 1757 to regulate trade more strictly, restricting non-Russian ships to the port of Canton. Although European demand for Chinese commodities like tea, silk, and porcelain was high, Chinese interest in European manufactured goods was insignificant, so that Chinese goods could only be bought with precious metals. To reduce the trade imbalance, the British sold large amounts of Indian opium to China. Faced with a drug crisis, Qing officials pursued ever more aggressive actions to halt the opium trade. British colony In 1839, the Daoguang Emperor rejected proposals to legalise and tax opium and ordered imperial commissioner Lin Zexu to eradicate the opium trade. The commissioner destroyed opium stockpiles and halted all foreign trade, triggering a British military response and the First Opium War. The Qing surrendered early in the war and ceded Hong Kong Island in the Convention of Chuenpi. British forces began controlling Hong Kong shortly after the signing of the convention, from 26 January 1841. However, both countries were dissatisfied and did not ratify the agreement. After more than a year of further hostilities, Hong Kong Island was formally ceded to the United Kingdom in the 1842 Treaty of Nanking. Administrative infrastructure was quickly built by early 1842, but piracy, disease, and hostile Qing policies initially prevented the government from attracting commerce. Conditions on the island improved during the Taiping Rebellion in the 1850s, when many Chinese refugees, including wealthy merchants, fled mainland turbulence and settled in the colony. Further tensions between the British and Qing over the opium trade escalated into the Second Opium War. The Qing were again defeated and forced to give up Kowloon Peninsula and Stonecutters Island in the Convention of Peking. By the end of this war, Hong Kong had evolved from a transient colonial outpost into a major entrepôt. Rapid economic improvement during the 1850s attracted foreign investment, as potential stakeholders became more confident in Hong Kong's future. The colony was further expanded in 1898 when Britain obtained a 99-year lease of the New Territories. The University of Hong Kong was established in 1911 as the territory's first institution of higher education. Kai Tak Airport began operation in 1924, and the colony avoided a prolonged economic downturn after the 1925–26 Canton–Hong Kong strike. At the start of the Second Sino-Japanese War in 1937, Governor Geoffry Northcote declared Hong Kong a neutral zone to safeguard its status as a free port. The colonial government prepared for a possible attack, evacuating all British women and children in 1940. The Imperial Japanese Army attacked Hong Kong on 8 December 1941, the same morning as its attack on Pearl Harbor. Hong Kong was occupied by Japan for almost four years before Britain resumed control on 30 August 1945. Its population rebounded quickly after the war, as skilled Chinese migrants fled from the Chinese Civil War and more refugees crossed the border when the Chinese Communist Party took control of mainland China in 1949. Hong Kong became the first of the Four Asian Tiger economies to industrialise during the 1950s. With a rapidly increasing population, the colonial government began reforms to improve infrastructure and public services. The public-housing estate programme, Independent Commission Against Corruption, and Mass Transit Railway were all established during the post-war decades to provide safer housing, integrity in the civil service, and more reliable transportation. Although the territory's competitiveness in manufacturing gradually declined because of rising labour and property costs, it transitioned to a service-based economy. By the early 1990s, Hong Kong had established itself as a global financial centre and shipping hub. Chinese special administrative region The colony faced an uncertain future as the end of the New Territories lease approached, and Governor Murray MacLehose raised the question of Hong Kong's status with Deng Xiaoping in 1979. Diplomatic negotiations with China resulted in the 1984 Sino-British Joint Declaration, in which the United Kingdom agreed to transfer the colony in 1997 and China would guarantee Hong Kong's economic and political systems for 50 years after the transfer. The impending transfer triggered a wave of mass emigration as residents feared an erosion of civil rights, the rule of law, and quality of life. Over half a million people left the territory during the peak migration period, from 1987 to 1996. The Legislative Council became a fully elected legislature for the first time in 1995 and extensively expanded its functions and organisations throughout the last years of the colonial rule. Hong Kong was transferred to China on 1 July 1997, after 156 years of British rule. Immediately after the transfer, Hong Kong was severely affected by several crises. The government was forced to use substantial foreign exchange reserves to maintain the Hong Kong dollar's currency peg during the 1997 Asian financial crisis, and the recovery from this was muted by an H5N1 avian-flu outbreak and a housing surplus. This was followed by the 2003 SARS epidemic, during which the territory experienced its most serious economic downturn. Political debates after the transfer of sovereignty have centred around the region's democratic development and the central government's adherence to the "one country, two systems" principle. After reversal of the last colonial era Legislative Council democratic reforms following the handover, the regional government unsuccessfully attempted to enact national security legislation pursuant to Article 23 of the Basic Law. The central government decision to implement nominee pre-screening before allowing chief executive elections triggered a series of protests in 2014 which became known as the Umbrella Revolution. Discrepancies in the electoral registry and disqualification of elected legislators after the 2016 Legislative Council elections and enforcement of national law in the West Kowloon high-speed railway station raised further concerns about the region's autonomy. In June 2019, mass protests erupted in response to a proposed extradition amendment bill permitting extradition of fugitives to Taiwan, while protesters argued that criminals might be extradited to mainland China. The protests are the largest in Hong Kong history, with organisers claiming to have attracted more than three million Hong Kong residents. Government and politics Hong Kong is a special administrative region of China, with executive, legislative, and judicial powers devolved from the national government. The Sino-British Joint Declaration provided for economic and administrative continuity through the transfer of sovereignty, resulting in an executive-led governing system largely inherited from the territory's history as a British colony. Under these terms and the "one country, two systems" principle, the Basic Law of Hong Kong is the regional constitution. The regional government is composed of three branches: Executive: The Chief Executive is responsible for enforcing regional law, can force reconsideration of legislation, and appoints Executive Council members and principal officials. Acting with the Executive Council, the Chief Executive-in-Council can propose new bills, issue subordinate legislation, and has authority to dissolve the legislature. In states of emergency or public danger, the Chief Executive-in-Council is further empowered to enact any regulation necessary to restore public order. Legislature: The unicameral Legislative Council enacts regional law, approves budgets, and has the power to impeach a sitting chief executive. Judiciary: The Court of Final Appeal and lower courts interpret laws and overturn those inconsistent with the Basic Law. Judges are appointed by the chief executive on the advice of a recommendation commission. The chief executive is the head of government and serves for a maximum of two five-year terms. The State Council (led by the Premier of China) appoints the chief executive after nomination by the Election Committee, which is composed of 1,200 business, community, and government leaders. The Legislative Council has 70 members, each serving a four-year term. Thirty-five are directly elected from geographical constituencies, and thirty-five represent functional constituencies (FC). Thirty FC councillors are selected from limited electorates representing sectors of the economy or special interest groups, and the remaining five members are nominated from sitting district council members and selected in region-wide double direct elections. All popularly elected members are chosen by proportional representation. The 30 limited electorate functional constituencies fill their seats using first-past-the-post or instant-runoff voting. Twenty-two political parties had representatives elected to the Legislative Council in the 2016 election. These parties have aligned themselves into three ideological groups: the pro-Beijing camp (the current government), the pro-democracy camp, and localist groups. The Chinese Communist Party does not have an official political presence in Hong Kong, and its members do not run in local elections. Hong Kong is represented in the National People's Congress by 36 deputies chosen through an electoral college and 203 delegates in the Chinese People's Political Consultative Conference appointed by the central government. Chinese national law does not generally apply in the region, and Hong Kong is treated as a separate jurisdiction. Its judicial system is based on common law, continuing the legal tradition established during British rule. Local courts may refer to precedents set in English law and overseas jurisprudence. However, mainland criminal procedure law applies to cases investigated by the Office for Safeguarding National Security of the CPG in the HKSAR. Interpretative and amending power over the Basic Law and jurisdiction over acts of state lie with the central authority, making regional courts ultimately subordinate to the mainland's socialist civil law system. Decisions made by the Standing Committee of the National People's Congress override any territorial judicial process. Furthermore, in circumstances where the Standing Committee declares a state of emergency in Hong Kong, the State Council may enforce national law in the region. The territory's jurisdictional independence is most apparent in its immigration and taxation policies. The Immigration Department issues passports for permanent residents which differ from those of the mainland or Macau, and the region maintains a regulated border with the rest of the country. All travellers between Hong Kong and China and Macau must pass through border controls, regardless of nationality. Mainland Chinese citizens do not have right of abode in Hong Kong and are subject to immigration controls. Public finances are handled separately from the national government; taxes levied in Hong Kong do not fund the central authority. The Hong Kong Garrison of the People's Liberation Army is responsible for the region's defence. Although the Chairman of the Central Military Commission is supreme commander of the armed forces, the regional government may request assistance from the garrison. Hong Kong residents are not required to perform military service, and current law has no provision for local enlistment, so its defence is composed entirely of non-Hongkongers. The central government and Ministry of Foreign Affairs handle diplomatic matters, but Hong Kong retains the ability to maintain separate economic and cultural relations with foreign nations. The territory actively participates in the World Trade Organization, the Asia-Pacific Economic Cooperation forum, the International Olympic Committee, and many United Nations agencies. The regional government maintains trade offices in Greater China and other nations. The imposition of Hong Kong national security law by the central government in Beijing in June 2020 resulted in the suspension of bilateral extradition treaties by the United Kingdom, Canada, Australia, New Zealand, Finland, and Ireland. The United States ended its preferential economic and trade treatment of Hong Kong in July 2020 because it was no longer able to distinguish Hong Kong as a separate entity from the People's Republic of China. Administrative divisions The territory is divided into 18 districts, each represented by a district council. These advise the government on local issues such as public facility provisioning, community programme maintenance, cultural promotion, and environmental policy. There are a total of 479 district council seats, 452 of which are directly elected. Rural committee chairmen, representing outlying villages and towns, fill the 27 non-elected seats. Political reforms and sociopolitical issues Hong Kong is governed by a hybrid regime that is not fully representative of the population. Legislative Council members elected by functional constituencies composed of professional and special interest groups are accountable to these narrow corporate electorates and not the general public. This electoral arrangement has guaranteed a pro-establishment majority in the legislature since the transfer of sovereignty. Similarly, the chief executive is selected by establishment politicians and corporate members of the Election Committee rather than directly elected. Although universal suffrage for the chief executive and all Legislative Council elections are defined goals of Basic Law Articles 45 and 68, the legislature is only partially directly elected, and the executive continues to be nominated by an unrepresentative body. The government has been repeatedly petitioned to introduce direct elections for these positions. Ethnic minorities (except those of European ancestry) have marginal representation in government and often experience discrimination in housing, education, and employment. Employment vacancies and public service appointments frequently have language requirements which minority job seekers do not meet, and language education resources remain inadequate for Chinese learners. Foreign domestic helpers, predominantly women from the Philippines and Indonesia, have little protection under regional law. Although they live and work in Hong Kong, these workers are not treated as ordinary residents and are ineligible for right of abode in the territory. Sex trafficking in Hong Kong is an issue. Hongkonger and foreign women and girls are forced into prostitution in brothels, homes, and businesses in the city. The Joint Declaration guarantees the Basic Law of Hong Kong for 50 years after the transfer of sovereignty. It does not specify how Hong Kong will be governed after 2047, and the central government's role in determining the territory's future system of government is the subject of political debate and speculation. Hong Kong's political and judicial systems may be integrated with China's at that time, or the territory may continue to be administered separately. However, during a period of large-scale protests in 2020, the Standing Committee of the National People's Congress passed the controversial Hong Kong national security law. The law criminalises acts that were previously considered protected speech under Hong Kong law and establishes the Office for Safeguarding National Security of the CPG in the HKSAR, an investigative office under Central People's Government authority immune from HKSAR jurisdiction. The United Kingdom considers the law to be a serious violation of the Joint Declaration. In October 2020, Hong Kong police arrested seven pro-democracy politicians over tussles with pro-Beijing politicians during the Legislative Council in May. They were charged with contempt and interfering with members of the council, while none of the pro-Beijing lawmakers were detained. Geography Hong Kong is on China's southern coast, east of Macau, on the east side of the mouth of the Pearl River estuary. It is surrounded by the South China Sea on all sides except the north, which neighbours the Guangdong city of Shenzhen along the Sham Chun River. The territory's area (2754.97 km2 if the maritime area is included) consists of Hong Kong Island, the Kowloon Peninsula, the New Territories, Lantau Island, and over 200 other islands. Of the total area, is land and is water. The territory's highest point is Tai Mo Shan, above sea level. Urban development is concentrated on the Kowloon Peninsula, Hong Kong Island, and in new towns throughout the New Territories. Much of this is built on reclaimed land; (6% of the total land or about 25% of developed space in the territory) is reclaimed from the sea. Undeveloped terrain is hilly to mountainous, with very little flat land, and consists mostly of grassland, woodland, shrubland, or farmland. About 40% of the remaining land area is country parks and nature reserves. The territory has a diverse ecosystem; over 3,000 species of vascular plants occur in the region (300 of which are native to Hong Kong), and thousands of insect, avian, and marine species. Climate Hong Kong has a humid subtropical climate (Köppen Cwa), characteristic of southern China, despite being located south of the Tropic of Cancer. Summer is hot and humid, with occasional showers and thunderstorms and warm air from the southwest. Typhoons occur most often then, sometimes resulting in floods or landslides. Winters are mild and usually sunny at the beginning, becoming cloudy towards February; an occasional cold front brings strong, cooling winds from the north. Autumn is the sunniest season, whilst spring is generally cloudy. When there is snowfall, which is extremely rare, it is usually at high elevations. Hong Kong averages 1,709 hours of sunshine per year. Historic temperature extremes at the Hong Kong Observatory are on 22 August 2017 and on 18 January 1893. The highest and lowest recorded temperatures in all of Hong Kong are at Wetland Park on 22 August 2017, and at Tai Mo Shan on 24 January 2016. Architecture Hong Kong has the world's largest number of skyscrapers, with 482 towers taller than , and the third-largest number of high-rise buildings in the world. The lack of available space restricted development to high-density residential tenements and commercial complexes packed closely together on buildable land. Single-family detached homes are uncommon and generally only found in outlying areas. The International Commerce Centre and Two International Finance Centre are the tallest buildings in Hong Kong and are among the tallest in the Asia-Pacific region. Other distinctive buildings lining the Hong Kong Island skyline include the HSBC Main Building, the anemometer-topped triangular Central Plaza, the circular Hopewell Centre, and the sharp-edged Bank of China Tower. Demand for new construction has contributed to frequent demolition of older buildings, freeing space for modern high-rises. However, many examples of European and Lingnan architecture are still found throughout the territory. Older government buildings are examples of colonial architecture. The 1846 Flagstaff House, the former residence of the commanding British military officer, is the oldest Western-style building in Hong Kong. Some (including the Court of Final Appeal Building and the Hong Kong Observatory) retain their original function, and others have been adapted and reused; the Former Marine Police Headquarters was redeveloped into a commercial and retail complex, and Béthanie (built in 1875 as a sanatorium) houses the Hong Kong Academy for Performing Arts. The Tin Hau Temple, dedicated to the sea goddess Mazu (originally built in 1012 and rebuilt in 1266), is the territory's oldest existing structure. The Ping Shan Heritage Trail has architectural examples of several imperial Chinese dynasties, including the Tsui Sing Lau Pagoda (Hong Kong's only remaining pagoda). Tong lau, mixed-use tenement buildings constructed during the colonial era, blended southern Chinese architectural styles with European influences. These were especially prolific during the immediate post-war period, when many were rapidly built to house large numbers of Chinese migrants. Examples include Lui Seng Chun, the Blue House in Wan Chai, and the Shanghai Street shophouses in Mong Kok. Mass-produced public-housing estates, built since the 1960s, are mainly constructed in modernist style. Demographics The Census and Statistics Department estimated Hong Kong's population at 7,482,500 in mid-2019. The overwhelming majority (92%) is Han Chinese, most of whom are Taishanese, Teochew, Hakka, and other Cantonese peoples. The remaining 8% are non-ethnic Chinese minorities, primarily Filipinos, Indonesians, and South Asians. However, most Filipinos and Indonesians in Hong Kong are short-term workers. According to a 2016 thematic report by the Hong Kong government, after excluding foreign domestic helpers, the real number of non-Chinese ethnic minorities in the city was 263,593, or 3.6% of Hong Kong's population. About half the population have some form of British nationality, a legacy of colonial rule; 3.4 million residents have British National (Overseas) status, and 260,000 British citizens live in the territory. The vast majority also hold Chinese nationality, automatically granted to all ethnic Chinese residents at the transfer of sovereignty. Headline population density of about 6,800 people/km2 does not reflect true densities since only 6.9% of land is residential; the residential average population density calculates closer to a highly cramped 100,000/km2. The predominant language is Cantonese, a variety of Chinese originating in Guangdong. It is spoken by 94.6% of the population, 88.9% as a first language and 5.7% as a second language. Slightly over half the population (53.2%) speaks English, the other official language; 4.3% are native speakers, and 48.9% speak English as a second language. Code-switching, mixing English and Cantonese in informal conversation, is common among the bilingual population. Post-handover governments have promoted Mandarin, which is currently about as prevalent as English; 48.6% of the population speak Mandarin, with 1.9% native speakers and 46.7% as a second language. Traditional Chinese characters are used in writing, rather than the simplified characters used on the mainland. Among the religious population, the traditional "three teachings" of China, Buddhism, Confucianism, and Taoism, have the most adherents (20%), followed by Christianity (12%) and Islam (4%). Followers of other religions, including Sikhism, Hinduism, and Judaism, generally originate from regions where their religion predominates. Life expectancy in Hong Kong was 82.38 years for males and 88.17 years for females in 2022, the highest in the world. Cancer, pneumonia, heart disease, cerebrovascular disease, and accidents are the territory's five leading causes of death. The universal public healthcare system is funded by general-tax revenue, and treatment is highly subsidised; on average, 95% of healthcare costs are covered by the government. Income inequality has risen since the transfer of sovereignty, as the region's ageing population has gradually added to the number of nonworking people. Although median household income steadily increased during the decade to 2016, the wage gap remained high; the 90th percentile of earners receive 41% of all income. The city has the most billionaires per capita, with one billionaire per 109,657 people. Despite government efforts to reduce the growing disparity, median income for the top 10% of earners is 44 times that of the bottom 10%. Economy Hong Kong has a capitalist mixed service economy, characterised by low taxation, minimal government market intervention, and an established international financial market. It is the world's 35th-largest economy, with a nominal GDP of approximately US$373 billion. Hong Kong's economy has ranked at the top of the Heritage Foundation's economic freedom index since 1995. The Hong Kong Stock Exchange is the seventh-largest in the world, with a market capitalisation of HK$30.4 trillion (US$3.87 trillion) . Hong Kong is the tenth-largest trading entity in exports and imports (2017), trading more goods in value than its gross domestic product. Over half of its cargo throughput consists of transshipments (goods travelling through Hong Kong). Products from mainland China account for about 40% of that traffic. The city's location allowed it to establish a transportation and logistics infrastructure which includes the world's seventh-busiest container port and the busiest airport for international cargo. The territory's largest export markets are mainland China and the United States. Hong Kong is part of the Maritime Silk Road that runs from the Chinese coast via the Suez Canal to the Mediterranean, there to the Upper Adriatic region of Trieste with its rail connections to Central and Eastern Europe. It has little arable land and few natural resources, importing most of its food and raw materials. More than 90% of Hong Kong's food is imported, including nearly all of its meat and rice. Agricultural activity is 0.1% of GDP and consists of growing premium food and flower varieties. Although the territory had one of Asia's largest manufacturing economies during the latter half of the colonial era, Hong Kong's economy is now dominated by the service sector. The sector generates 92.7% of economic output, with the public sector accounting for about 10%. Between 1961 and 1997 Hong Kong's gross domestic product increased by a factor of 180, and per capita GDP increased by a factor of 87. The territory's GDP relative to mainland China's peaked at 27% in 1993; it fell to less than 3% in 2017, as the mainland developed and liberalised its economy. Economic and infrastructure integration with China has increased significantly since the 1978 start of market liberalisation on the mainland. Since resumption of cross-boundary train service in 1979, many rail and road links have been improved and constructed, facilitating trade between regions. The Closer Economic Partnership Arrangement formalised a policy of free trade between the two areas, with each jurisdiction pledging to remove remaining obstacles to trade and cross-boundary investment. A similar economic partnership with Macau details the liberalisation of trade between the special administrative regions. Chinese companies have expanded their economic presence in the territory since the transfer of sovereignty. Mainland firms represent over half of the Hang Seng Index value, up from 5% in 1997. As the mainland liberalised its economy, Hong Kong's shipping industry faced intense competition from other Chinese ports. Half of China's trade goods were routed through Hong Kong in 1997, dropping to about 13% by 2015. The territory's minimal taxation, common law system, and civil service attract overseas corporations wishing to establish a presence in Asia. The city has the second-highest number of corporate headquarters in the Asia-Pacific region. Hong Kong is a gateway for foreign direct investment in China, giving investors open access to mainland Chinese markets through direct links with the Shanghai and Shenzhen stock exchanges. The territory was the first market outside mainland China for renminbi-denominated bonds, and is one of the largest hubs for offshore renminbi trading. In November 2020, Hong Kong's Financial Services and the Treasury Bureau proposed a new law that will restrict cryptocurrency trading to professional investors only, leaving amateur traders (93% of Hong Kong's trading population) out of the market. The government has had a passive role in the economy. Colonial governments had little industrial policy and implemented almost no trade controls. Under the doctrine of "positive non-interventionism", post-war administrations deliberately avoided the direct allocation of resources; active intervention was considered detrimental to economic growth. While the economy transitioned to a service basis during the 1980s, late colonial governments introduced interventionist policies. Post-handover administrations continued and expanded these programmes, including export-credit guarantees, a compulsory pension scheme, a minimum wage, anti-discrimination laws, and a state mortgage backer. Tourism is a major part of the economy, accounting for 5% of GDP. In 2016, 26.6 million visitors contributed HK$258 billion (US$32.9 billion) to the territory, making Hong Kong the 14th most popular destination for international tourists. It is the most popular Chinese city for tourists, receiving over 70% more visitors than its closest competitor (Macau). The city is ranked as one of the most expensive cities for expatriates. Infrastructure Transport Hong Kong has a highly developed, sophisticated transport network. Over 90% of daily trips are made on public transport, the highest percentage in the world. The Octopus card, a contactless smart payment card, is widely accepted on railways, buses and ferries, and can be used for payment in most retail stores. The Peak Tram, Hong Kong's first public transport system, has provided funicular rail transport between Central and Victoria Peak since 1888. The Central and Western District has an extensive system of escalators and moving pavements, including the Mid-Levels escalator (the world's longest outdoor covered escalator system). Hong Kong Tramways covers a portion of Hong Kong Island. The Mass Transit Railway (MTR) is an extensive passenger rail network, connecting 93 metro stations throughout the territory. With a daily ridership of over five million, the system serves 41% of all public transit passengers in the city and has an on-time rate of 99.9%. Cross-boundary train service to Shenzhen is offered by the East Rail line, and longer-distance inter-city trains to Guangzhou, Shanghai, and Beijing are operated from Hung Hom station. Connecting service to the national high-speed rail system is provided at West Kowloon railway station. Although public transport systems handle most passenger traffic, there are over 500,000 private vehicles registered in Hong Kong. Automobiles drive on the left (unlike in mainland China), because of historical influence of the British Empire. Vehicle traffic is extremely congested in urban areas, exacerbated by limited space to expand roads and an increasing number of vehicles. More than 18,000 taxicabs, easily identifiable by their bright colour, are licensed to carry riders in the territory. Bus services operate more than 700 routes across the territory, with smaller public light buses (also known as minibuses) serving areas standard buses do not reach as frequently or directly. Highways, organised with the Hong Kong Strategic Route and Exit Number System, connect all major areas of the territory. The Hong Kong–Zhuhai–Macau Bridge provides a direct route to the western side of the Pearl River estuary. Hong Kong International Airport is the territory's primary airport. Over 100 airlines operate flights from the airport, including locally based Cathay Pacific (flag carrier), Hong Kong Airlines, low-cost airline HK Express and cargo airline Air Hong Kong. It is the eighth-busiest airport by passenger traffic and handles the most air-cargo traffic in the world. Most private recreational aviation traffic flies through Shek Kong Airfield, under the supervision of the Hong Kong Aviation Club. The Star Ferry operates two lines across Victoria Harbour for its 53,000 daily passengers. Ferries also serve outlying islands inaccessible by other means. Smaller kai-to boats serve the most remote coastal settlements. Ferry travel to Macau and mainland China is also available. Junks, once common in Hong Kong waters, are no longer widely available and are used privately and for tourism. Utilities Hong Kong generates most of its electricity locally. The vast majority of this energy comes from fossil fuels, with 46% from coal and 47% from petroleum. The rest is from other imports, including nuclear energy generated in mainland China. Renewable sources account for a negligible amount of energy generated for the territory. Small-scale wind-power sources have been developed, and a small number of private homes and public buildings have installed solar panels. With few natural lakes and rivers, high population density, inaccessible groundwater sources, and extremely seasonal rainfall, the territory does not have a reliable source of freshwater. The Dongjiang River in Guangdong supplies 70% of the city's water, and the remaining demand is filled by harvesting rainwater. Toilets in most built-up areas of the territory flush with seawater, greatly reducing freshwater use. Broadband Internet access is widely available, with 92.6% of households connected. Connections over fibre-optic infrastructure are increasingly prevalent, contributing to the high regional average connection speed of 21.9 Mbit/s (the world's fourth-fastest). Mobile-phone use is ubiquitous; there are more than 18 million mobile-phone accounts, more than double the territory's population. Culture Hong Kong is characterised as a hybrid of East and West. Traditional Chinese values emphasising family and education blend with Western ideals, including economic liberty and the rule of law. Although the vast majority of the population is ethnically Chinese, Hong Kong has developed a distinct identity. The territory diverged from the mainland through its long period of colonial administration and a different pace of economic, social, and cultural development. Mainstream culture is derived from immigrants originating from various parts of China. This was influenced by British-style education, a separate political system, and the territory's rapid development during the late 20th century. Most migrants of that era fled poverty and war, reflected in the prevailing attitude toward wealth; Hongkongers tend to link self-image and decision-making to material benefits. Residents' sense of local identity has markedly increased post-handover: The majority of the population (52%) identifies as "Hongkongers", while 11% describe themselves as "Chinese". The remaining population purport mixed identities, 23% as "Hongkonger in China" and 12% as "Chinese in Hong Kong". Traditional Chinese family values, including family honour, filial piety, and a preference for sons, are prevalent. Nuclear families are the most common households, although multi-generational and extended families are not unusual. Spiritual concepts such as feng shui are observed; large-scale construction projects often hire consultants to ensure proper building positioning and layout. The degree of its adherence to feng shui is believed to determine the success of a business. Bagua mirrors are regularly used to deflect evil spirits, and buildings often lack floor numbers with a 4; the number has a similar sound to the word for "die" in Cantonese. Cuisine Food in Hong Kong is primarily based on Cantonese cuisine, despite the territory's exposure to foreign influences and its residents' varied origins. Rice is the staple food, and is usually served plain with other dishes. Freshness of ingredients is emphasised. Poultry and seafood are commonly sold live at wet markets, and ingredients are used as quickly as possible. There are five daily meals: breakfast, lunch, afternoon tea, dinner, and siu yeh. Dim sum, as part of yum cha (brunch), is a dining-out tradition with family and friends. Dishes include congee, cha siu bao, siu yuk, egg tarts, and mango pudding. Local versions of Western food are served at cha chaan teng (Hong Kong-style cafes). Common cha chaan teng menu items include macaroni in soup, deep-fried French toast, and Hong Kong-style milk tea. Cinema Hong Kong developed into a filmmaking hub during the late 1940s as a wave of Shanghai filmmakers migrated to the territory, and these movie veterans helped build the colony's entertainment industry over the next decade. By the 1960s, the city was well known to overseas audiences through films such as The World of Suzie Wong. When Bruce Lee's The Way of the Dragon was released in 1972, local productions became popular outside Hong Kong. During the 1980s, films such as A Better Tomorrow, As Tears Go By, and Zu Warriors from the Magic Mountain expanded global interest beyond martial arts films; locally made gangster films, romantic dramas, and supernatural fantasies became popular. Hong Kong cinema continued to be internationally successful over the following decade with critically acclaimed dramas such as Farewell My Concubine, To Live, and Chungking Express. The city's martial arts film roots are evident in the roles of the most prolific Hong Kong actors. Jackie Chan, Donnie Yen, Jet Li, Chow Yun-fat, and Michelle Yeoh frequently play action-oriented roles in foreign films. At the height of the local movie industry in the early 1990s, over 400 films were produced each year; since then, industry momentum shifted to mainland China. The number of films produced annually has declined to about 60 in 2017. Music Cantopop is a genre of Cantonese popular music which emerged in Hong Kong during the 1970s. Evolving from Shanghai-style shidaiqu, it is also influenced by Cantonese opera and Western pop. Local media featured songs by artists such as Sam Hui, Anita Mui, Leslie Cheung, and Alan Tam; during the 1980s, exported films and shows exposed Cantopop to a global audience. The genre's popularity peaked in the 1990s, when the Four Heavenly Kings dominated Asian record charts. Despite a general decline since late in the decade, Cantopop remains dominant in Hong Kong; contemporary artists such as Eason Chan, Joey Yung, and Twins are popular in and beyond the territory. Western classical music has historically had a strong presence in Hong Kong and remains a large part of local musical education. The publicly funded Hong Kong Philharmonic Orchestra, the territory's oldest professional symphony orchestra, frequently hosts musicians and conductors from overseas. The Hong Kong Chinese Orchestra, composed of classical Chinese instruments, is the leading Chinese ensemble and plays a significant role in promoting traditional music in the community. Sport and recreation Despite its small area, the territory is home to a variety of sports and recreational facilities. The city has hosted numerous major sporting events, including the 2009 East Asian Games, the 2008 Summer Olympics equestrian events, and the 2007 Premier League Asia Trophy. The territory regularly hosts the Hong Kong Sevens, Hong Kong Marathon, Hong Kong Tennis Classic and Lunar New Year Cup, and hosted the inaugural AFC Asian Cup and the 1995 Dynasty Cup. Hong Kong represents itself separately from mainland China, with its own sports teams in international competitions. The territory has participated in almost every Summer Olympics since 1952 and has earned four medals. Lee Lai-shan won the territory's first Olympic gold medal at the 1996 Atlanta Olympics, and Cheung Ka Long won the second one in Tokyo 2020. Hong Kong athletes have won 126 medals at the Paralympic Games and 17 at the Commonwealth Games. No longer part of the Commonwealth of Nations, the city's last appearance in the latter was in 1994. Dragon boat races originated as a religious ceremony conducted during the annual Tuen Ng Festival. The race was revived as a modern sport as part of the Tourism Board's efforts to promote Hong Kong's image abroad. The first modern competition was organised in 1976, and overseas teams began competing in the first international race in 1993. The Hong Kong Jockey Club, the territory's largest taxpayer, has a monopoly on gambling and provides over 7% of government revenue. Three forms of gambling are legal in Hong Kong: lotteries, horse racing, and football. Education Education in Hong Kong is largely modelled after that of the United Kingdom, particularly the English system. Children are required to attend school from age 6 until completion of secondary education, generally at age 18. At the end of secondary schooling, all students take a public examination and awarded the Hong Kong Diploma of Secondary Education on successful completion. Of residents aged 15 and older, 81% completed lower-secondary education, 66% graduated from an upper secondary school, 32% attended a non-degree tertiary program, and 24% earned a bachelor's degree or higher. Mandatory education has contributed to an adult literacy rate of 95.7%. The literacy rate is lower than that of other developed economies because of the influx of refugees from mainland China during the post-war colonial era; much of the elderly population were not formally educated because of war and poverty. Comprehensive schools fall under three categories: public schools, which are government-run; subsidised schools, including government aid-and-grant schools; and private schools, often those run by religious organisations and that base admissions on academic merit. These schools are subject to the curriculum guidelines as provided by the Education Bureau. Private schools subsidised under the Direct Subsidy Scheme; international schools fall outside of this system and may elect to use differing curricula and teach using other languages. The government maintains a policy of "mother tongue instruction"; most schools use Cantonese as the medium of instruction, with written education in both Chinese and English. Other languages being used as medium of instruction in non-international school education include English and Putonghua (Standard Mandarin Chinese). Secondary schools emphasise "bi-literacy and tri-lingualism", which has encouraged the proliferation of spoken Mandarin language education. Hong Kong has eleven universities. The University of Hong Kong was founded as the city's first institute of higher education during the early colonial period in 1911. The Chinese University of Hong Kong was established in 1963 to fill the need for a university that taught using Chinese as its primary language of instruction. Along with the Hong Kong University of Science and Technology and City University of Hong Kong, these universities are ranked among the best in Asia. The Hong Kong Polytechnic University, Hong Kong Baptist University, Lingnan University, Education University of Hong Kong, Hong Kong Metropolitan University, Hong Kong Shue Yan University and Hang Seng University of Hong Kong were all established in subsequent years. Media Most of the newsapapers in Hong Kong are written in Chinese but there are also a few English-language newspapers. The major one is the South China Morning Post, with The Standard serving as a business-oriented alternative. A variety of Chinese-language newspapers are published daily; the most prominent are Ming Pao and Oriental Daily News. Local publications are often politically affiliated, with pro-Beijing or pro-democracy sympathies. The central government has a print-media presence in the territory through the state-owned Ta Kung Pao and Wen Wei Po. Several international publications have regional operations in Hong Kong, including The Wall Street Journal, Financial Times, The New York Times International Edition, USA Today, Yomiuri Shimbun, and The Nikkei. Three free-to-air television broadcasters operate in the territory; TVB, HKTVE, and Hong Kong Open TV air eight digital channels. TVB, Hong Kong's dominant television network, has an 80% viewer share. Pay TV services operated by Cable TV Hong Kong and PCCW offer hundreds of additional channels and cater to a variety of audiences. RTHK is the public broadcaster, providing seven radio channels and three television channels. Ten non-domestic broadcasters air programming for the territory's foreign population. Access to media and information over the Internet is not subject to mainland Chinese regulations, including the Great Firewall, yet local control applies. See also Index of articles related to Hong Kong List of Hong Kong people Outline of Hong Kong Notes References Citations Sources Print Wasserstrom, Jeffrey. Vigil: Hong Kong on the Brink (2020) Online review Legislation and case law Academic publications Institutional reports News and magazine articles Websites External links Hong Kong. The World Factbook. Central Intelligence Agency. Hong Kong from BBC News Key Development Forecasts for Hong Kong from International Futures Government GovHK Hong Kong SAR government portal Discover Hong Kong Official site of the Tourism Board Trade World Bank Summary Trade Statistics Hong Kong Maps People's Republic of China 1842 establishments in Asia Chinese-speaking countries and territories English-speaking countries and territories Metropolitan areas of China Pearl River Delta Populated coastal places in Hong Kong Populated places established in 1842 Port cities and towns in China South China Sea Special administrative regions of China States and territories established in 1997 Former Japanese colonies Former British colonies and protectorates in Asia
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This article is about the demographic features of the population of Hungary, including population density, ethnicity, education level, health of the populace, economic status, religious affiliations and other aspects of the population. Hungary's population has been slowly declining since 1980. Population The population composition at the foundation of Hungary (895) depends on the size of the arriving Hungarian population and the size of the Slavic (and remains of Avar-Slavic) population at the time. One source mentions 200 000 Slavs and 400 000 Hungarians, while other sources often don't give estimates for both, making comparison more difficult. The size of the Hungarian population around 895 is often estimated between 120 000 and 600 000, with a number of estimates in the 400-600 000 range. Other sources only mention a fighting force of 25 000 Magyar warriors used in the attack, while declining to estimate the total population including women and children and warriors not participating in the invasion. In the historical demographics the largest earlier shock was the Mongol Invasion of Hungary, several plagues also took a toll on the country's population. According to the demographers, about 80 percent of the population was made up of Hungarians before the Battle of Mohács, however the Hungarian ethnic group became a minority in its own country in the 18th century due to the resettlement policies and continuous immigration from neighboring countries. Major territorial changes made Hungary ethnically homogeneous after World War I. Nowadays, more than nine-tenths of the population is ethnically Hungarian and speaks Hungarian as the mother tongue. 900–1910 Note: The data refer to the territory of the Kingdom of Hungary, and not that of the present-day republic. Total Fertility Rate from 1850 to 1899 The total fertility rate is the number of children born per woman. It is based on fairly good data for the entire period in the present-day Hungary. Sources: Our World In Data and Gapminder Foundation. Vital statistics from 1900 Source: Hungarian Central Statistical Office Current vital statistics Infant mortality rate The infant mortality rate (IMR) decreased considerably after WW II. In 1949, the IMR was 91.0. The rate decreased to 47.6 in 1960, 35.9 in 1970, 23.2 in 1980, 14.8 in 1990, 9.2 in 2000 and reached an all-time low in 2018: 3.4 per 1000 live born children. Total fertility rates Historical TFR by county Vital statistics by county There are large variations in the birth rates as of 2016: Zala County has the lowest birth rate with 7.5 births per thousand inhabitants, while Szabolcs-Szatmár-Bereg County has the highest birth rate with 11.2 births per thousand inhabitants. The death rates also differ greatly from as low as 11.3 deaths per thousand inhabitants in Pest County to as high as 15.7 deaths per thousand inhabitants in Békés County. Demographics statistics Demographic statistics according to the World Population Review. One birth every 6 minutes One death every 4 minutes Net loss of one person every 19 minutes One net migrant every 90 minutes Demographic statistics according to the CIA World Factbook, unless otherwise indicated. Population 9,728,337 (July 2021 est.) 9,825,704 (July 2018 est.) 9,850,845 (July 2017 est.) Age structure 0-14 years: 14.54% (male 731,542 /female 689,739) 15-24 years: 10.43% (male 526,933 /female 492,388) 25-54 years: 42.17% (male 2,075,763 /female 2,044,664) 55-64 years: 12.17% (male 552,876 /female 636,107) 65 years and over: 20.69% (male 773,157 /female 1,248,658) (2020 est.) 0-14 years: 14.66% (male 741,624 /female 698,905) 15-24 years: 10.76% (male 546,437 /female 511,214) 25-54 years: 42.01% (male 2,077,449 /female 2,050,330) 55-64 years: 13.07% (male 593,250 /female 690,784) 65 years and over: 19.5% (male 725,728 /female 1,189,983) (2018 est.) 0-14 years: 14.71% (male 746,043/female 702,792) (2017 est.) 15-24 years: 10.96% (male 557,655/female 522,324) (2017 est.) 25-54 years: 41.88% (male 2,075,101/female 2,050,478) (2017 est.) 55-64 years: 13.4% (male 608,734/female 711,602) (2017 est.) 65 years and over: 19.05% (male 708,214/female 1,167,902) (2017 est.) 0–14 years: 15% (male 763,553/female 720,112) (2009 est.) 15–64 years: 69.3% (male 3,384,961/female 3,475,135) (2009 est.) 65 years and over: 15.8% (male 566,067/female 995,768) (2009 est.) Median age total: 43.6 years. Country comparison to the world: 24th male: 41.5 years female: 45.5 years (2020 est.) total: 42.7 years. Country comparison to the world: 25th male: 40.8 years female: 44.7 years (2018 est.) total: 42.3 years male: 40.4 years female: 44.3 years (2017 est.) Birth rate 8.72 births/1,000 population (2021 est.) Country comparison to the world: 209th 8.9 births/1,000 population (2018 est.) Country comparison to the world: 206th 9 births/1,000 population (2017 est.) Death rate 12.88 deaths/1,000 population (2021 est.) Country comparison to the world: 9th 12.8 deaths/1,000 population (2018 est.) Country comparison to the world: 12th Total fertility rate 1.48 children born/woman (2021 est.) Country comparison to the world: 208th 1.45 children born/woman (2018 est.) Country comparison to the world: 205th Net migration rate 1.24 migrant(s)/1,000 population (2021 est.) Country comparison to the world: 57th 1.3 migrant(s)/1,000 population (2018 est.) Country comparison to the world: 58th Mother's mean age at first birth 28.6 years (2017 est.) 28.3 years (2014 est.) Population growth rate -0.29% (2021 est.) Country comparison to the world: 216th -0.26% (2018 est.) Country comparison to the world: 214th -0.25% (2017 est.) Life expectancy at birth total population: 76.95 years (2021 est.) Country comparison to the world: 91st male: 73.27 years (2021 est.) female: 80.83 years (2021 est.) total population: 76.3 years (2018 est.) Country comparison to the world: 88th male: 72.6 years (2018 est.) female: 80.2 years (2018 est.) Religions Roman Catholic 37.2%, Calvinist 11.6%, Lutheran 2.2%, Greek Catholic 1.8%, other 1.9%, none 18.2%, unspecified 27.2% (2011 est.) Infant mortality rate total: 4.69 deaths/1,000 live births Country comparison to the world: 180th male: 5.02 deaths/1,000 live births female: 4.34 deaths/1,000 live births (2021 est.) total: 4.9 deaths/1,000 live births Country comparison to the world: 177th male: 5.2 deaths/1,000 live births female: 4.6 deaths/1,000 live births (2017 est.) Languages Hungarian (official) 99.6%, English 16%, German 11.2%, Russian 1.6%, Romanian 1.3%, French 1.2%, other 4.2% note: shares sum to more than 100% because some respondents gave more than one answer on the census; Hungarian is the mother tongue of 98.9% of Hungarian speakers (2011 est.) Dependency ratios total dependency ratio: 46.9 (2020 est.) youth dependency ratio: 22.0 (2020 est.) elderly dependency ratio: 30.8 (2020 est.) potential support ratio: 3.2 (2020 est.) total dependency ratio: 46.9 (2015 est.) youth dependency ratio: 21.2 (2015 est.) elderly dependency ratio: 25.7 (2015 est.) potential support ratio: 3.9 (2015 est.) Urbanization urban population: 72.2% of total population (2021) rate of urbanization: 0.05% annual rate of change (2020-25 est.) urban population: 71.4% of total population (2018) rate of urbanization: 0.07% annual rate of change (2015-20 est.) Unemployment, youth ages 15–24 total: 11.4% Country comparison to the world: 114th male: 11.9% female: 10.6% (2019 est.) total: 17.3% Country comparison to the world: 76th male: 18.3% female: 16% (2015 est.) Sex ratio at birth: 1.06 male(s)/female under 15 years: 1.06 male(s)/female 15–24 years: 1.07 male(s)/female 25–54 years: 1.02 male(s)/female 55–64 years: 0.87 male(s)/female 65 years and over: 0.62 male(s)/female total population: 0.91 male(s)/female (2020 est.) at birth: 1.06 male(s)/female under 15 years: 1.06 male(s)/female 15–64 years: 0.97 male(s)/female 65 years and over: 0.57 male(s)/female total population: 0.91 male(s)/female (2009 est.) Life expectancy at birth Ethnic groups and language History Hungary before the Treaty of Trianon (4 June 1920) Hungary lost 64% of its total population in consequence of the Treaty of Trianon, decreasing from 20.9 million to 7.6 million, and 31% (3.3 out of 10.7 million) of its ethnic Hungarians, Hungary lost five of its ten most populous cities. According to the census of 1910, the largest ethnic group in the Kingdom of Hungary were Hungarians, who were 54.5% of the population of Kingdom of Hungary, excluding Croatia-Slavonia. Although the territories of the former Kingdom of Hungary that were assigned by the treaty to neighbouring states in total had a majority of non-Hungarian population, they also included areas of Hungarian majority and significant Hungarian minorities, numbering 3,318,000 in total. The number of Hungarians in the different areas based on census data of 1910. The present day location of each area is given in parenthesis. In Upper Hungary (mostly Slovakia): 885,000 - 30% In Transylvania (Romania): 1,658,045 - 31.6% In Vojvodina (Serbia): 425,672 - 28.1% In Transcarpathia (Ukraine): 183,000 - 30% In Croatia: 121,000 - 3.5% In Prekmurje (Slovenia): 14,065 - 15% In Burgenland (Austria): 26,200 - 9% Non-Hungarian population in the Kingdom of Hungary, based on 1910 census data Romanians, Slovaks, Ruthenians, Serbs, Croats and Germans, who represented the majority of the populations of the above-mentioned territories: In Upper Hungary (mostly Slovakia): 1,687,977 Slovaks and 1,233,454 others (mostly Hungarians - 886,044, Germans, Ruthenians and Roma). However, according to the Czechoslovak census in 1921, there were 2,025,003 (67,5%) Slovaks, 650,597 (21,7%) Hungarians, 145,844 (4,9%) Germans, 88,970 (3,0%) Ruthenians and 90,456 (3,0%) others including Jews. In Carpathian Ruthenia (Ukraine): 330,010 Ruthenians and 275,932 others (mostly Hungarians, Germans, Romanians, and Slovaks) In Transylvania (Romania): 2,831,222 Romanians (53.8%) and 2,431,273 others (mostly Hungarians - 1,662,948 (31.6%) and Germans - 563,087 (10.7%). The 1919 and 1920 Transylvanian censuses indicate a greater percentage of Romanians (57.1%/57.3%) and a smaller Hungarian minority (26.5%/25.5%) In Vojvodina and Croatia-Slavonia (Serbia, Croatia): 2,756,000 Croats and Serbs and 1,366,000 others (mostly Hungarians and Germans) In Prekmurje (Slovenia): 74,199 Slovenes (80%), 14,065 Hungarians (15,2%), 2,540 Germans (2,7%) In Burgenland (Austria): 217,072 Germans and 69,858 others (mainly Croatian and Hungarian) Post-Trianon Hungary According to the 1920 census 10.4% of the population spoke one of the minority languages as mother language: 551,212 German (6.9%) 141,882 Slovak (1.8%) 23,760 Romanian (0.3%) 36,858 Croatian (0.5%) 23,228 Bunjevac and Šokci (0.3%) 17,131 Serb (0.2%) 7,000 Slovenes (0,08%) The number of bilingual people was much higher, for example 1,398,729 people spoke German (17%), 399,176 people spoke Slovak (5%), 179,928 people spoke Croatian (2.2%) and 88,828 people spoke Romanian (1.1%). Hungarian was spoken by 96% of the total population and was the mother language of 89%. The percentage and the absolute number of all non-Hungarian nationalities decreased in the next decades, although the total population of the country increased. Note: 300.000 Hungarian refugees fled to Hungary from the territory of successor states (Romania, Czechoslovakia and Yugoslavia) after the WW I. From 1938 to 1945 Hungary expanded its borders with territories from Czechoslovakia, Romania and Yugoslavia following the First Vienna Award (1938) and Second Vienna Award (1940). The remainder of Carpathian Ruthenia and parts of Yugoslavia were occupied and annexed in 1939 and 1941, respectively. Regarding Northern Transylvania, the Romanian census from 1930 counted 38% Hungarians and 49% Romanians, while the Hungarian census from 1941 counted 53.5% Hungarians and 39.1% Romanians. The territory of Bácska had 789,705 inhabitants, and 45,4% or 47,2% declared themselves to be Hungarian native speakers or ethnic Hungarians. The percentage of Hungarian speakers was 84% in southern Czechoslovakia and 25% in the Sub-Carpathian Rus. After WW II: 1949–1990 After World War II, about 200,000 Germans were deported to Germany according to the decree of the Potsdam Conference. Under the forced exchange of population between Czechoslovakia and Hungary, approximately 73,000 Slovaks left Hungary. After these population movements Hungary became an ethnically almost homogeneous country except the rapidly growing number of Romani people in the second half of the 20th century. For historical reasons, significant Hungarian minority populations can be found in the surrounding countries, notably in Ukraine (in Transcarpathia), Slovakia, Romania (in Transylvania), and Serbia (in Vojvodina). Austria (in Burgenland), Croatia, and Slovenia (Prekmurje) are also host to a number of ethnic Hungarians. 2001–2011 Note: In 2001 570,537, in 2011 1,398,731 people did not give answer for ethnicity. Moreover, people were able to give more than one answer on the question asking for the minorities (for example, people were allowed to write Hungarian as their first ethnic identity and German as an ethnic identity being influenced by), hence the sum of the above exceeds the number of population. Methodology had changed in 2001 and 2011 also. Roma people is estimated to be around 8.8% Roma 2016 Note: In Hungary people are able to give more than one answer on the question asking for the minorities (for example, people were allowed to write Hungarian as their first ethnic identity and German as an ethnic identity being influenced by), hence the sum of the above exceeds the number of population. In 2016 102,000 people (1% of the total population) did not give answer for ethnicity. Historical ethnic groups of Hungary When the Hungarians invaded the Carpathian Basin, it was inhabited by Slavic and Avar peoples. Written sources from the 9th century also suggest that some groups of Onogurs and Bulgars occupied the valley of the river Mureș at the time of the Magyars’ invasion. There is a dispute as to whether Romanian population existed in Transylvania during that time. The Roma minority The first Romani groups arrived in Hungary in the fifteenth century from Turkey. Nowadays, the real number of Roma in Hungary is a disputed question. In the 2001 census only 190 046 (2%) called themselves Roma, but experts and Roma organisations estimate that there are between 450,000 and 1,000,000 Roma living in Hungary. Since then, the size of the Roma population has increased rapidly. Today every fifth or sixth newborn child belongs to the Roma minority. Based on current demographic trends, a 2006 estimate by Central European Management Intelligence claims that the proportion of the Roma population will double by 2050, putting the percentage of its Roma community at around 14-15% of the country's population. There are problems related to the Roma minority in Hungary, and the very subject is a heated and disputed topic. Objective problems: Slightly more than 80% of Roma children complete primary education, but only one third continue studies into the intermediate (secondary) level. This is far lower than the more than 90% proportion of children of non-Roma families who continue studies at an intermediate level. Less than 1% of Roma hold higher educational certificates. Poverty: most of the Roma people live in significantly worse conditions than others. Bad health conditions: life expectancy is about 10 years less compared to non-Romas Lack of debate regarding the subject: academic researchers and members of the mainstream press disregard any critics and study the subject in the canonical viewpoint. Critics don't have the funds necessary to perform alternative studies. Kabars Three Kabar tribes joined to the Hungarians and participated in the Hungarian conquest of Hungary. They settled mostly in Bihar county. Böszörménys The Muslim Böszörménys migrated to the Carpathian Basin in the course of the 10th-12th centuries and they were composed of various ethnic groups. Most of them must have arrived from Volga Bulgaria and Khwarezm. Pechenegs Communities of Pechenegs (Besenyő in Hungarian) lived in the Kingdom of Hungary from the 11-12th centuries. They were most numerous in the county of Tolna. Oghuz Turks (Ouzes) Smaller groups of Oghuz Turk settlers ('Úzok' or 'Fekete Kunok/Black Cumans' in Hungarian) came to the Carphatian Basin from the middle of the 11th century. They were settled mostly in Barcaság. The city of Ózd got its name after them. Jassics The Jassic (Jász in Hungarian) people were a nomadic tribe which settled -with the Cumans- in the Kingdom of Hungary during the 13th century. Their name is almost certainly related to that of the Iazyges. Béla IV, king of Hungary granted them asylum and they became a privileged community with the right of self-government. During the centuries they were fully assimilated to the Hungarian population, their language disappeared, but they preserved their Jassic identity and their regional autonomy until 1876. Over a dozen settlements in Central Hungary (e.g. Jászberény, Jászárokszállás, Jászfényszaru) still bear their name. Cumans During the Russian campaign, the Mongols drove some 200,000 Cumans, a nomadic tribe who had opposed them, west of the Carpathian Mountains. There, the Cumans appealed to King Béla IV of Hungary for protection. In the Kingdom of Hungary, Cumans created two regions named Cumania (Kunság in Hungarian): Greater Cumania (Nagykunság) and Little Cumania (Kiskunság), both located the Great Hungarian Plain. Here, the Cumans maintained their autonomy, language and some ethnic customs well into the modern era. According to Pálóczi's estimation originally 70–80,000 Cumans settled in Hungary. Romanians The oldest extant documents from Transylvania make reference to Vlachs too. Regardless of the subject of Romanian presence/non-presence in Transylvania prior to the Hungarian conquest, the first chronicles to write of Vlachs in the intra-Carpathian regions is the Gesta Hungarorum, while the first written Hungarian sources about Romanian settlements derive from the 13th century, record was written about Olahteluk village in Bihar County from 1283. The 'land of Romanians', Terram Blacorum (1222, 1280) showed up in Fogaras and this area was mentioned under different name (Olachi) in 1285. The first appearance of a probably Romanian name 'Ola' in Hungary derives from a charter (1258). They were a significant population in Transylvania, Banat, Maramureș and Partium (Crișana). There are different estimations in connection with number of Romanians in Kingdom of Hungary. According to a research based on place-names made by István Kniezsa, 511 villages of Transylvania and Banat appear in documents at the end of the 13th century, however only 3 of them bore Romanian names, and around 1400 AD, Transylvania and Banat consisted of 1757 villages, though only 76 (4.3%) of them had names of Romanian origin. The number of Romanians started to increase significantly from the Early modern period, and by 1700 the Romanian ethnic group consisted of 40 percent of the Transylvanian population and their number raised even more in the 18th century. Although, in 1574, Pierre Lescalopier, relating his voyage from Venice to Constantinople, claimed that most of the inhabitants of Transylvania were Romanians and according to other estimates, the Romanian inhabitants who were primarily peasants, consisted of more than 60 percent of the population in 1600. Jean W. Sedlar estimates that Vlachs (Romanians) constituted about two-thirds of Transylvania's population in 1241 on the eve of the Mongol invasion, however according to Károly Kocsis and Eszter Kocsisné Hodosi the Hungarian ethnic group in Transylvania was in decent majority before Battle of Mohács and only lost its relative majority by the 17th century. Nevertheless, Grigore Ureche in Letopisețul Țării Moldovei (1642 - 1647) noticed that in Transylvania Romanians were more numerous than Hungarians. Official censuses with information on Hungary's ethnic composition have been conducted since the 19th century. In 1881, Romanian-majority settlements projected to the present-day territory of Hungary were: Bedő, Csengerújfalu, Kétegyháza, Körösszakál, Magyarcsanád, Méhkerék, Mezőpeterd, Pusztaottlaka and Vekerd. Important communities lived in the villages of Battonya, Elek, Körösszegapáti, Létavértes, Nyíradony, Pocsaj, Sarkadkeresztúr, Zsáka and in the town of Gyula. Slovaks The Slovak people lived mainly in Upper Hungary, northern parts of the Kingdom of Hungary. Due to post-Ottoman resettlements, the regions of Vojvodina, Banat and Békés county received bigger Slovak communities in the 18th century, which revitalized many deserted villages and towns, such as Békéscsaba, where Slovaks became the biggest ethnic group, or Nyíregyháza, where they comprised more than a third of the population in 1881. After WWII a major population exchange with Czechoslovakia was carried out: 71,787 or 73,200 Slovaks from Hungary were transferred to Slovakia – the exact number depends on source consulted – were resettled in South Slovakia in exhange for, according to different estimations, 45,000 or 120,000 Hungarians. Serbs From the 14th century, escaping from the Ottoman threat, a large number of Serbs migrated to the Hungarian Kingdom. After the Battle of Mohács, most of the territory of Hungary got into Ottoman rule. In that time, especially in the 17th century, many Serb, and other Southern Slavic immigrants settled in Hungary. Most of the Ottoman soldiers in the territory of present-day Hungary were South Slavs (the Janissary). After the Turkish withdrawal, Kingdom of Hungary came under Habsburg rule, a new wave of Serb refugees migrated to the area around 1690, as a consequence of the Habsburg-Ottoman war. In the first half of the 18th century, Serbs and South Slavs were ethnic majority in several cities in Hungary. Germans Three waves of German migration can be distinguished in Hungary before the 20th century. The first two waves settled in Upper Hungary and in Southern Transylvania (Transylvanian Saxons), with the first being in the 11th century and the second in the 13th century. The third, largest wave of German-speaking immigrants into Hungary occurred after the withdrawal of the Ottoman Empire from Hungarian territory, after the Treaty of Karlowitz. Between 1711 and 1780, German-speaking settlers immigrated to the regions of Southern Hungary, mostly region of Bánát, Bács-Bodrog, Baranya and Tolna counties (as well as into present-day Romania and Yugoslavia), which had been depopulated by the Ottoman wars. At the end of the 18th century, the Kingdom of Hungary contained over one million German-speaking residents (collectively known as Danube Swabians). In 2011, 131,951 people declared to be German in Hungary (1,6%). Rusyns Rusyns had lived mostly in Carpathian Ruthenia, Northeast Hungary, however significant Rusyn population appeared in Vojvodina from the 18th century. Croats Croatia was in personal union with Hungary from 1102. Croat communities were spread mostly in the western and southern part of the country and along the Danube, including Budapest. Poles The Poles lived at the northern borders of Kingdom of Hungary from the arrival of the Hungarians. Slovenes The Slovenes (Vendek in Hungarian) lived in the western part of the Carpathian basin before the Hungarian conquest. In the 11th and 12th century, the current linguistic and ethnic border between the Hungarian and Slovene people was established. Nowadays, they live in Vendvidék (Slovenska krajina in Slovenians) between the Mura and the Rába rivers. In 2001, there were around 5,000 Slovenes in Hungary. Jews The first historical document about Jews of Hungary is the letter written about 960 to King Joseph of the Khazars by Hasdai ibn Shaprut, the Jewish statesman of Córdoba, in which he says Jews living in "the country of Hungarin". There are Jewish inscriptions on tombs and monuments in Pannonia (Roman Hungary) dated to the second or third century CE. Armenians The first Armenians came to Hungary from the Balkans in the 10 - 11th century. Greeks Greeks migrated to Kingdom of Hungary from the 15th and 16th centuries. Mass migrations did not occur until the 17th century, the largest waves being in 1718 and 1760–1770; they were primarily connected to the economic conditions of the period. It is estimated that 10,000 Greeks emigrated to Hungary in the second half of the 18th century. A number of Greeks Communists escaped to Hungary after the Greek Civil War, notably in the 'Greek' village of Beloiannisz. Bulgarians The town of Szentendre and the surrounding villages were inhabited by Bulgarians since the Middle Ages. However, present day Bulgarians are largely descended from gardeners who migrated to Hungary from the 18th century. Religion The majority of Hungarians became Christian in the 11th century. Hungary remained predominantly Catholic until the 16th century, when the Reformation took place and, as a result, first Lutheranism, then soon afterwards Calvinism, became the religion of almost the entire population. In the second half of the 16th century, however, Jesuits led a successful campaign of counterreformation among the Hungarians, although Protestantism survived as the faith of a significant minority, especially in the far east and northeast of the country. Orthodox Christianity in Hungary has been the religion mainly of some national minorities in the country, notably Romanians, Rusyns, Ukrainians, and Serbs. Faith Church, one of Europe's largest Pentecostal churches, is also located in Hungary. Hungary has historically been home to a significant Jewish community. According to 2011 census data, Christianity is the largest religion in Hungary, with around 5.2 million adherents (52.9%), while the largest denomination in Hungary is Catholicism (38.9% — Roman Catholicism 37.1%; Greek Catholicism 1.8%). There is a significant Calvinist minority (11.6% of the population) and smaller Lutheran (2.2%), Orthodox (0.1%) and Jewish (0.1%) minorities. However, these census figures are representative of religious affiliation rather than attendance; around 12% of Hungarians attend religious services more than least once a week and around 50% more than once a year, while 30% of Hungarians do not believe in God at all. The census showed a large drop of religious adherents who wish to answer, from 74.6% to 54.7% in ten years' time, replacing them by people either who do not wish answer or people who are not following a religion. Immigration Foreign-born population Largest cities See also Hungarian diaspora Demographics of the Kingdom of Hungary by county History of Hungary Demographic history of Syrmia Magyarization Notes References External links KSH, vital statistics, 1960-2012 Hungarian Central Statistical Office (in English) Hungarian society
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The Hypertext Transfer Protocol (HTTP) is an application layer protocol in the Internet protocol suite model for distributed, collaborative, hypermedia information systems. HTTP is the foundation of data communication for the World Wide Web, where hypertext documents include hyperlinks to other resources that the user can easily access, for example by a mouse click or by tapping the screen in a web browser. Development of HTTP was initiated by Tim Berners-Lee at CERN in 1989 and summarized in a simple document describing the behavior of a client and a server using the first HTTP protocol version that was named 0.9. That first version of HTTP protocol soon evolved into a more elaborated version that was the first draft toward a far future version 1.0. Development of early HTTP Requests for Comments (RFCs) started a few years later and it was a coordinated effort by the Internet Engineering Task Force (IETF) and the World Wide Web Consortium (W3C), with work later moving to the IETF. HTTP/1 was finalized and fully documented (as version 1.0) in 1996. It evolved (as version 1.1) in 1997 and then its specifications were updated in 1999 and in 2014. Its secure variant named HTTPS is used by more than 76% of websites. HTTP/2 is a more efficient expression of HTTP's semantics "on the wire", and was published in 2015; it is used by more than 45% of websites; it is now supported by almost all web browsers (96% of users) and major web servers over Transport Layer Security (TLS) using an Application-Layer Protocol Negotiation (ALPN) extension where TLS 1.2 or newer is required. HTTP/3 is the proposed successor to HTTP/2; it is used by more than 20% of websites; it is now supported by many web browsers (73% of users). HTTP/3 uses QUIC instead of TCP for the underlying transport protocol. Like HTTP/2, it does not obsolete previous major versions of the protocol. Support for HTTP/3 was added to Cloudflare and Google Chrome first, and is also enabled in Firefox. Technical overview HTTP functions as a request–response protocol in the client–server model. A web browser, for example, may be the client whereas a process, named web server, running on a computer hosting one or more websites may be the server. The client submits an HTTP request message to the server. The server, which provides resources such as HTML files and other content or performs other functions on behalf of the client, returns a response message to the client. The response contains completion status information about the request and may also contain requested content in its message body. A web browser is an example of a user agent (UA). Other types of user agent include the indexing software used by search providers (web crawlers), voice browsers, mobile apps, and other software that accesses, consumes, or displays web content. HTTP is designed to permit intermediate network elements to improve or enable communications between clients and servers. High-traffic websites often benefit from web cache servers that deliver content on behalf of upstream servers to improve response time. Web browsers cache previously accessed web resources and reuse them, whenever possible, to reduce network traffic. HTTP proxy servers at private network boundaries can facilitate communication for clients without a globally routable address, by relaying messages with external servers. To allow intermediate HTTP nodes (proxy servers, web caches, etc.) to accomplish their functions, some of the HTTP headers (found in HTTP requests/responses) are managed hop-by-hop whereas other HTTP headers are managed end-to-end (managed only by the source client and by the target web server). HTTP is an application layer protocol designed within the framework of the Internet protocol suite. Its definition presumes an underlying and reliable transport layer protocol, thus Transmission Control Protocol (TCP) is commonly used. However, HTTP can be adapted to use unreliable protocols such as the User Datagram Protocol (UDP), for example in HTTPU and Simple Service Discovery Protocol (SSDP). HTTP resources are identified and located on the network by Uniform Resource Locators (URLs), using the Uniform Resource Identifiers (URI's) schemes http and https. As defined in , URIs are encoded as hyperlinks in HTML documents, so as to form interlinked hypertext documents. In HTTP/1.0 a separate connection to the same server is made for every resource request. In HTTP/1.1 instead a TCP connection can be reused to make multiple resource requests (i.e. of HTML pages, frames, images, scripts, stylesheets, etc.). HTTP/1.1 communications therefore experience less latency as the establishment of TCP connections presents considerable overhead, specially under high traffic conditions. HTTP/2 is a revision of previous HTTP/1.1 in order to maintain the same client-server model and the same protocol methods but with these differences in order: to use a compressed binary representation of metadata (HTTP headers) instead of a textual one, so that headers require much less space; to use a single TCP/IP (usually encrypted) connection per accessed server domain instead of 2 to 8 TCP/IP connections; to use one or more bidirectional streams per TCP/IP connection in which HTTP requests and responses are broken down and transmitted in small packets to almost solve the problem of the HOLB (head of line blocking). to add a push capability to allow server application to send data to clients whenever new data is available (without forcing clients to request periodically new data to server by using polling methods). HTTP/2 communications therefore experience much less latency and, in most cases, even more speed than HTTP/1.1 communications. HTTP/3 is a revision of previous HTTP/2 in order to use QUIC + UDP transport protocols instead of TCP/IP connections also to slightly improve the average speed of communications and to avoid the occasional (very rare) problem of TCP/IP connection congestion that can temporarily block or slow down the data flow of all its streams (another form of "head of line blocking"). History The term hypertext was coined by Ted Nelson in 1965 in the Xanadu Project, which was in turn inspired by Vannevar Bush's 1930s vision of the microfilm-based information retrieval and management "memex" system described in his 1945 essay "As We May Think". Tim Berners-Lee and his team at CERN are credited with inventing the original HTTP, along with HTML and the associated technology for a web server and a client user interface called web browser. Berners-Lee first proposed the "WorldWideWeb" project in 1989, now known as the World Wide Web. The first web server went live in 1990. The protocol used had only one method, namely GET, which would request a page from a server. The response from the server was always an HTML page. Summary of HTTP milestone versions HTTP/0.9 In 1991, the first documented official version of HTTP was written as a plain document, less than 700 words long, and this version was named HTTP/0.9. HTTP/0.9 supported only GET method, allowing clients to only retrieve HTML documents from the server, but not supporting any other file formats or information upload. HTTP/1.0-draft Since 1992, a new document was written to specify the evolution of the basic protocol towards its next full version. It supported both the simple request method of the 0.9 version and the full GET request that included the client HTTP version. This was the first of the many unofficial HTTP/1.0 drafts that preceded the final work on HTTP/1.0. W3C HTTP Working Group After having decided that new features of HTTP protocol were required and that they had to be fully documented as official RFCs, in early 1995 the HTTP Working Group (HTTP WG, led by Dave Raggett) was constituted with the aim to standardize and expand the protocol with extended operations, extended negotiation, richer meta-information, tied with a security protocol which became more efficient by adding additional methods and header fields. The HTTP WG planned to revise and publish new versions of the protocol as HTTP/1.0 and HTTP/1.1 within 1995, but, because of the many revisions, that timeline lasted much more than one year. The HTTP WG planned also to specify a far future version of HTTP called HTTP-NG (HTTP Next Generation) that would have solved all remaining problems, of previous versions, related to performances, low latency responses, etc. but this work started only a few years later and it was never completed. HTTP/1.0 In May 1996, was published as a final HTTP/1.0 revision of what had been used in previous 4 years as a pre-standard HTTP/1.0-draft which was already used by many web browsers and web servers. In early 1996 developers started to even include unofficial extensions of the HTTP/1.0 protocol (i.e. keep-alive connections, etc.) into their products by using drafts of the upcoming HTTP/1.1 specifications. HTTP/1.1 Since early 1996, major web browsers and web server developers also started to implement new features specified by pre-standard HTTP/1.1 drafts specifications. End-user adoption of the new versions of browsers and servers was rapid. In March 1996, one web hosting company reported that over 40% of browsers in use on the Internet used the new HTTP/1.1 header "Host" to enable virtual hosting. That same web hosting company reported that by June 1996, 65% of all browsers accessing their servers were pre-standard HTTP/1.1 compliant. In January 1997, was officially released as HTTP/1.1 specifications. In June 1999, was released to include all improvements and updates based on previous (obsolete) HTTP/1.1 specifications. W3C HTTP-NG Working Group Resuming the old 1995 plan of previous HTTP Working Group, in 1997 an HTTP-NG Working Group was formed to develop a new HTTP protocol named HTTP-NG (HTTP New Generation). A few proposals / drafts were produced for the new protocol to use multiplexing of HTTP transactions inside a single TCP/IP connection, but in 1999, the group stopped its activity passing the technical problems to IETF. IETF HTTP Working Group restarted In 2007, the IETF HTTP Working Group (HTTP WG bis or HTTPbis) was restarted firstly to revise and clarify previous HTTP/1.1 specifications and secondly to write and refine future HTTP/2 specifications (named httpbis). HTTP/1.1 Final Update In June 2014, the HTTP Working Group released an updated six-part HTTP/1.1 specification obsoleting : , HTTP/1.1: Message Syntax and Routing , HTTP/1.1: Semantics and Content , HTTP/1.1: Conditional Requests , HTTP/1.1: Range Requests , HTTP/1.1: Caching , HTTP/1.1: Authentication SPDY: an unofficial HTTP protocol developed by Google In 2009, Google, a private company, announced that it had developed and tested a new HTTP binary protocol named SPDY. The implicit aim was to greately speed up web traffic (specially between future web browsers and its servers). SPDY was indeed much faster than HTTP/1.1 in many tests and so it was quickly adopted by Chromium and then by other major web browsers. Some of the ideas about multiplexing HTTP streams over a single TCP/IP connection were taken from various sources, including the work of W3C HTTP-NG Working Group. HTTP/2 In January-March 2012, HTTP Working Group (HTTPbis) announced the need to start to focus on a new HTTP/2 protocol (while finishing the revision of HTTP/1.1 specifications), maybe taking in consideration ideas and work done for SPDY. After a few months about what to do to develop a new version of HTTP, it was decided to derive it from SPDY. In May 2015, HTTP/2 was published as and quickly adopted by all web browsers already supporting SPDY and more slowly by web servers. HTTP/0.9 Deprecation In Appendix-A, HTTP/0.9 was deprecated for servers supporting HTTP/1.1 version (and higher): Since 2016 many product managers and developers of user agents (browsers, etc.) and web servers have begun planning to gradually deprecate and dismiss support for HTTP/0.9 protocol, mainly for the following reasons: it is clearly obsolete because it is so simple that nobody bothered to even write an RFC document (there is only the original document); it has no HTTP headers and it lacks many other features too that nowadays are really required for minimal security reasons; it has not been really used since 1999..2000 (because of HTTP/1.0 and HTTP/1.1); it looks like that it is randomly used only by some very old network hardware, i.e. routers, etc. HTTP/3 In 2020, HTTP/3 first drafts have been published and major web browsers and web servers started to adopt it. HTTP data exchange HTTP is a stateless application-level protocol and it requires a reliable network transport connection to exchange data between client and server. In HTTP implementations TCP/IP connections are used using well known ports (typically port 80 if connection is unencrypted or port 443 if connection is encrypted, see also List of TCP and UDP port numbers). In HTTP/2 a TCP/IP connection + multiple protocol channels are used. In HTTP/3 an application transport protocol QUIC + UDP is used. Request and response messages through connections Data is exchanged through a sequence of request–response messages which are exchanged by a session layer transport connection. An HTTP client initially tries to connect to a server establishing a connection (real or virtual). An HTTP(S) server listening on that port accepts the connection and then waits for a client's request message. The client sends its request to the server. Upon receiving the request, the server sends back an HTTP response message (header plus a body if it is required). The body of this message is typically the requested resource, although an error message or other information may also be returned. At any time (for many reasons) client or server can close the connection. Closing a connection is usually advertised in advance by using one or more HTTP headers in the last request/response message sent to server or client. Persistent connections In HTTP/0.9, the TCP/IP connection is always closed after server response has been sent, so it is never persistent. In HTTP/1.0, as stated in RFC 1945, the TCP/IP connection should always be closed by server after a response has been sent. In HTTP/1.1 a keep-alive-mechanism was officially introduced so that a connection could be reused for more than one request/response. Such persistent connections reduce request latency perceptibly because the client does not need to re-negotiate the TCP 3-Way-Handshake connection after the first request has been sent. Another positive side effect is that, in general, the connection becomes faster with time due to TCP's slow-start-mechanism. HTTP/1.1 added also HTTP pipelining in order to further reduce lag time when using persistent connections by allowing clients to send multiple requests before waiting for each response. This optimization was never considered really safe because a few web servers and many proxy servers, specially transparent proxy servers placed in Internet / Intranets between clients and servers, did not handled pipelined requests properly (they served only the first request discarding the others, they closed the connection because they saw more data after the first request or some proxies even returned responses out of order etc.). Besides this only HEAD and some GET requests (i.e. limited to real file requests and so with URLs without query string used as a command, etc.) could be pipelined in a safe and idempotent mode. After many years of struggling with the problems introduced by enabling pipelining, this feature was first disabled and then removed from most browsers also because of the announced adoption of HTTP/2. HTTP/2 extended the usage of persistent connections by multiplexing many concurrent requests/responses through a single TCP/IP connection. HTTP/3 does not use TCP/IP connections but QUIC + UDP (see also: technical overview). Content retrieval optimizations HTTP/0.9 a requested resource was always sent entirely. HTTP/1.0 HTTP/1.0 added headers to manage resources cached by client in order to allow conditional GET requests; in practice a server has to return the entire content of the requested resource only if its last modified time is not known by client or if it changed since last full response to GET request. One of these headers, "Content-Encoding", was added to specify whether the returned content of a resource was or was not compressed. If the total length of the content of a resource was not known in advance (i.e. because it was dynamically generated, etc.) then the header "Content-Length: number" was not present in HTTP headers and the client assumed that when server closed the connection, the content had been entirely sent. This mechanism could not distinguish between a resource transfer successfully completed and an interrupted one (because of a server / network error or something else). HTTP/1.1 HTTP/1.1 introduced: new headers to better manage the conditional retrieval of cached resources. chunked transfer encoding to allow content to be streamed in chunks in order to reliably send it even when the server does not know in advance its length (i.e. because it is dynamically generated, etc.). byte range serving, where a client can request only one or more portions (ranges of bytes) of a resource (i.e. the first part, a part in the middle or in the end of the entire content, etc.) and the server usually sends only the requested part(s). This is useful to resume an interrupted download (when a file is really big), when only a part of a content has to be shown or dynamically added to the already visible part by a browser (i.e. only the first or the following n comments of a web page) in order to spare time, bandwidth and system resources, etc. HTTP/2, HTTP/3 Both HTTP/2 and HTTP/3 have kept the above mentioned features of HTTP/1.1. HTTP authentication HTTP provides multiple authentication schemes such as basic access authentication and digest access authentication which operate via a challenge–response mechanism whereby the server identifies and issues a challenge before serving the requested content. HTTP provides a general framework for access control and authentication, via an extensible set of challenge–response authentication schemes, which can be used by a server to challenge a client request and by a client to provide authentication information. Above mechanism belong to HTTP protocol and it is managed by client and server HTTP software (if configured to require authentication before allowing client access to one or more web resources), not by web application that usually use a web application session. Authentication realms The HTTP Authentication specification also provides an arbitrary, implementation-specific construct for further dividing resources common to a given root URI. The realm value string, if present, is combined with the canonical root URI to form the protection space component of the challenge. This in effect allows the server to define separate authentication scopes under one root URI. HTTP application session HTTP is a stateless protocol. A stateless protocol does not require the web server to retain information or status about each user for the duration of multiple requests. Some web applications need to manage user sessions, so they implement states, or server side sessions, using for instance HTTP cookies or hidden variables within web forms. To start an application user session, an interactive authentication via web application login must be performed. To stop a user session a logout operation must be requested by user. These kind of operations do not use HTTP authentication but a custom managed web application authentication. HTTP/1.1 request messages Request messages are sent by a client to a target server. Request syntax A client sends request messages to the server, which consist of: a request line, consisting of the case-sensitive request method, a space, the requested URL, another space, the protocol version, a carriage return, and a line feed, e.g.: GET /images/logo.png HTTP/1.1 zero or more request header fields (at least 1 or more headers in case of HTTP/1.1), each consisting of the case-insensitive field name, a colon, optional leading whitespace, the field value, an optional trailing whitespace and ending with a carriage return and a line feed, e.g.: Host: www.example.com Accept-Language: en an empty line, consisting of a carriage return and a line feed; an optional message body. In the HTTP/1.1 protocol, all header fields except Host: hostname are optional. A request line containing only the path name is accepted by servers to maintain compatibility with HTTP clients before the HTTP/1.0 specification in . Request methods HTTP defines methods (sometimes referred to as verbs, but nowhere in the specification does it mention verb) to indicate the desired action to be performed on the identified resource. What this resource represents, whether pre-existing data or data that is generated dynamically, depends on the implementation of the server. Often, the resource corresponds to a file or the output of an executable residing on the server. The HTTP/1.0 specification defined the GET, HEAD and POST methods, and the HTTP/1.1 specification added five new methods: PUT, DELETE, CONNECT, OPTIONS, and TRACE. By being specified in these documents, their semantics are well-known and can be depended on. Any client can use any method and the server can be configured to support any combination of methods. If a method is unknown to an intermediate, it will be treated as an unsafe and non-idempotent method. There is no limit to the number of methods that can be defined and this allows for future methods to be specified without breaking existing infrastructure. For example, WebDAV defined seven new methods and specified the PATCH method. Method names are case sensitive. This is in contrast to HTTP header field names which are case-insensitive. GET The GET method requests that the target resource transfers a representation of its state. GET requests should only retrieve data and should have no other effect. (This is also true of some other HTTP methods.) For retrieving resources without making changes, GET is preferred over POST, as they can be addressed through an URL, which enables bookmarking and sharing, and makes GET responses eligible for caching, thus can save bandwidth. The W3C has published guidance principles on this distinction, saying, "Web application design should be informed by the above principles, but also by the relevant limitations." See safe methods below. HEAD The HEAD method requests that the target resource transfers a representation of its state, like for a GET request, but without the representation data enclosed in the response body. This is useful for retrieving the representation metadata in the response header, without having to transfer the entire representation. Uses include looking whether a page is available through the status code, and quickly finding out the size of a file (Content-Length). POST The POST method requests that the target resource processes the representation enclosed in the request according to the semantics of the target resource. For example, it is used for posting a message to an Internet forum, subscribing to a mailing list, or completing an online shopping transaction. PUT The PUT method requests that the target resource creates or updates its state with the state defined by the representation enclosed in the request. A distinction to POST is that the client specifies the target location on the server. DELETE The DELETE method requests that the target resource deletes its state. CONNECT The CONNECT method request that the intermediary establishes a TCP/IP tunnel to the origin server identified by the request target. It is often used to secure connections through one or more HTTP proxies with TLS. See HTTP CONNECT method. OPTIONS The OPTIONS method requests that the target resource transfers the HTTP methods that it supports. This can be used to check the functionality of a web server by requesting '*' instead of a specific resource. TRACE The TRACE method requests that the target resource transfers the received request in the response body. That way a client can see what (if any) changes or additions have been made by intermediaries. PATCH The PATCH method requests that the target resource modifies its state according to the partial update defined in the representation enclosed in the request. This can save bandwidth by updating a part of a file or document without having to transfer it entirely. All general-purpose web servers are required to implement at least the GET and HEAD methods, and all other methods are considered optional by the specification. Safe methods A request method is safe if a request with that method has no intended effect on the server. The methods GET, HEAD, OPTIONS, and TRACE are defined as safe. In other words, safe methods are intended to be read-only. They do not exclude side effects though, such as appending request information to a log file or charging an advertising account, since they are not requested by the client, by definition. In contrast, the methods POST, PUT, DELETE, CONNECT, and PATCH are not safe. They may modify the state of the server or have other effects such as sending an email. Such methods are therefore not usually used by conforming web robots or web crawlers; some that do not conform tend to make requests without regard to context or consequences. Despite the prescribed safety of GET requests, in practice their handling by the server is not technically limited in any way. Therefore, careless or deliberate programming can cause non-trivial changes on the server. This is discouraged, because it can cause problems for web caching, search engines and other automated agents, which can make unintended changes on the server. For example, a website might allow deletion of a resource through a URL such as https://example.com/article/1234/delete, which, if arbitrarily fetched, even using GET, would simply delete the article. One example of this occurring in practice was during the short-lived Google Web Accelerator beta, which prefetched arbitrary URLs on the page a user was viewing, causing records to be automatically altered or deleted en masse. The beta was suspended only weeks after its first release, following widespread criticism. Idempotent methods A request method is idempotent if multiple identical requests with that method have the same intended effect as a single such request. The methods PUT and DELETE, and safe methods are defined as idempotent. In contrast, the methods POST, CONNECT, and PATCH are not necessarily idempotent, and therefore sending an identical POST request multiple times may further modify the state of the server or have further effects such as sending an email. In some cases this may be desirable, but in other cases this could be due to an accident, such as when a user does not realize that their action will result in sending another request, or they did not receive adequate feedback that their first request was successful. While web browsers may show alert dialog boxes to warn users in some cases where reloading a page may re-submit a POST request, it is generally up to the web application to handle cases where a POST request should not be submitted more than once. Note that whether a method is idempotent is not enforced by the protocol or web server. It is perfectly possible to write a web application in which (for example) a database insert or other non-idempotent action is triggered by a GET or other request. Ignoring this recommendation, however, may result in undesirable consequences, if a user agent assumes that repeating the same request is safe when it is not. Cacheable methods A request method is cacheable if responses to requests with that method may be stored for future reuse. The methods GET, HEAD, and POST are defined as cacheable. In contrast, the methods PUT, DELETE, CONNECT, OPTIONS, TRACE, and PATCH are not cacheable. Request header fields Request header fields allow the client to pass additional information beyond the request line, acting as request modifiers (similarly to the parameters of a procedure). They give information about the client, about the target resource, or about the expected handling of the request. HTTP/1.1 response messages A response message is sent by a server to a client as a reply to its former request message. Response syntax A server sends response messages to the client, which consist of: a status line, consisting of the protocol version, a space, the response status code, another space, a possibly empty reason phrase, a carriage return and a line feed, e.g.: HTTP/1.1 200 OK zero or more response header fields, each consisting of the case-insensitive field name, a colon, optional leading whitespace, the field value, an optional trailing whitespace and ending with a carriage return and a line feed, e.g.: Content-Type: text/html an empty line, consisting of a carriage return and a line feed; an optional message body. Response status codes In HTTP/1.0 and since, the first line of the HTTP response is called the status line and includes a numeric status code (such as "404") and a textual reason phrase (such as "Not Found"). The response status code is a three-digit integer code representing the result of the server's attempt to understand and satisfy the client's corresponding request. The way the client handles the response depends primarily on the status code, and secondarily on the other response header fields. Clients may not understand all registered status codes but they must understand their class (given by the first digit of the status code) and treat an unrecognized status code as being equivalent to the x00 status code of that class. The standard reason phrases are only recommendations, and can be replaced with "local equivalents" at the web developer's discretion. If the status code indicated a problem, the user agent might display the reason phrase to the user to provide further information about the nature of the problem. The standard also allows the user agent to attempt to interpret the reason phrase, though this might be unwise since the standard explicitly specifies that status codes are machine-readable and reason phrases are human-readable. The first digit of the status code defines its class: 1XX (informational) The request was received, continuing process. 2XX (successful) The request was successfully received, understood, and accepted. 3XX (redirection) Further action needs to be taken in order to complete the request. 4XX (client error) The request contains bad syntax or cannot be fulfilled. 5XX (server error) The server failed to fulfill an apparently valid request. Response header fields The response header fields allow the server to pass additional information beyond the status line, acting as response modifiers. They give information about the server or about further access to the target resource or related resources. Each response header field has a defined meaning which can be further refined by the semantics of the request method or response status code. HTTP/1.1 example of request / response transaction Below is a sample HTTP transaction between an HTTP/1.1 client and an HTTP/1.1 server running on www.example.com, port 80. Client request GET / HTTP/1.1 Host: www.example.com User-Agent: Mozilla/5.0 Accept: text/html,application/xhtml+xml,application/xml;q=0.9,image/avif,image/webp,*/*;q=0.8 Accept-Language: en-GB,en;q=0.5 Accept-Encoding: gzip, deflate, br Connection: keep-alive A client request (consisting in this case of the request line and a few headers that can be reduced to only the "Host: hostname" header) is followed by a blank line, so that the request ends with a double end of line, each in the form of a carriage return followed by a line feed. The "Host: hostname" header value distinguishes between various DNS names sharing a single IP address, allowing name-based virtual hosting. While optional in HTTP/1.0, it is mandatory in HTTP/1.1. (A "/" (slash) will usually fetch a /index.html file if there is one.) Server response HTTP/1.1 200 OK Date: Mon, 23 May 2005 22:38:34 GMT Content-Type: text/html; charset=UTF-8 Content-Length: 155 Last-Modified: Wed, 08 Jan 2003 23:11:55 GMT Server: Apache/1.3.3.7 (Unix) (Red-Hat/Linux) ETag: "3f80f-1b6-3e1cb03b" Accept-Ranges: bytes Connection: close <html> <head> <title>An Example Page</title> </head> <body> <p>Hello World, this is a very simple HTML document.</p> </body> </html> The ETag (entity tag) header field is used to determine if a cached version of the requested resource is identical to the current version of the resource on the server. "Content-Type" specifies the Internet media type of the data conveyed by the HTTP message, while "Content-Length" indicates its length in bytes. The HTTP/1.1 webserver publishes its ability to respond to requests for certain byte ranges of the document by setting the field "Accept-Ranges: bytes". This is useful, if the client needs to have only certain portions of a resource sent by the server, which is called byte serving. When "Connection: close" is sent, it means that the web server will close the TCP connection immediately after the end of the transfer of this response. Most of the header lines are optional but some are mandatory. When header "Content-Length: number" is missing in a response with an entity body then this should be considered an error in HTTP/1.0 but it may not be an error in HTTP/1.1 if header "Transfer-Encoding: chunked" is present. Chunked transfer encoding uses a chunk size of 0 to mark the end of the content. Some old implementations of HTTP/1.0 omitted the header "Content-Length" when the length of the body entity was not known at the beginning of the response and so the transfer of data to client continued until server closed the socket. A "Content-Encoding: gzip" can be used to inform the client that the body entity part of the transmitted data is compressed by gzip algorithm. Encrypted connections The most popular way of establishing an encrypted HTTP connection is HTTPS. Two other methods for establishing an encrypted HTTP connection also exist: Secure Hypertext Transfer Protocol, and using the HTTP/1.1 Upgrade header to specify an upgrade to TLS. Browser support for these two is, however, nearly non-existent. Similar protocols The Gopher protocol is a content delivery protocol that was displaced by HTTP in the early 1990s. The SPDY protocol is an alternative to HTTP developed at Google, superseded by HTTP/2. The Gemini protocol is a Gopher-inspired protocol which mandates privacy-related features. See also Comparison of file transfer protocols Constrained Application Protocol – a semantically similar protocol to HTTP but used UDP or UDP-like messages targeted for devices with limited processing capability; re-uses HTTP and other internet concepts like Internet media type and web linking (RFC 5988) Content negotiation Digest access authentication HTTP compression HTTP/2 – developed by the IETF's Hypertext Transfer Protocol (httpbis) working group List of HTTP header fields List of HTTP status codes Representational state transfer (REST) Variant object Web cache WebSocket Notes References External links A detailed technical history of HTTP. Design Issues by Berners-Lee when he was designing the protocol. Application layer protocols Computer-related introductions in 1991 Internet protocols Network booting Network protocols World Wide Web World Wide Web Consortium standards
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Heredity, also called inheritance or biological inheritance, is the passing on of traits from parents to their offspring; either through asexual reproduction or sexual reproduction, the offspring cells or organisms acquire the genetic information of their parents. Through heredity, variations between individuals can accumulate and cause species to evolve by natural selection. The study of heredity in biology is genetics. Overview In humans, eye color is an example of an inherited characteristic: an individual might inherit the "brown-eye trait" from one of the parents. Inherited traits are controlled by genes and the complete set of genes within an organism's genome is called its genotype. The complete set of observable traits of the structure and behavior of an organism is called its phenotype. These traits arise from the interaction of its genotype with the environment. As a result, many aspects of an organism's phenotype are not inherited. For example, suntanned skin comes from the interaction between a person's genotype and sunlight; thus, suntans are not passed on to people's children. However, some people tan more easily than others, due to differences in their genotype: a striking example is people with the inherited trait of albinism, who do not tan at all and are very sensitive to sunburn. Heritable traits are known to be passed from one generation to the next via DNA, a molecule that encodes genetic information. DNA is a long polymer that incorporates four types of bases, which are interchangeable. The Nucleic acid sequence (the sequence of bases along a particular DNA molecule) specifies the genetic information: this is comparable to a sequence of letters spelling out a passage of text. Before a cell divides through mitosis, the DNA is copied, so that each of the resulting two cells will inherit the DNA sequence. A portion of a DNA molecule that specifies a single functional unit is called a gene; different genes have different sequences of bases. Within cells, the long strands of DNA form condensed structures called chromosomes. Organisms inherit genetic material from their parents in the form of homologous chromosomes, containing a unique combination of DNA sequences that code for genes. The specific location of a DNA sequence within a chromosome is known as a locus. If the DNA sequence at a particular locus varies between individuals, the different forms of this sequence are called alleles. DNA sequences can change through mutations, producing new alleles. If a mutation occurs within a gene, the new allele may affect the trait that the gene controls, altering the phenotype of the organism. However, while this simple correspondence between an allele and a trait works in some cases, most traits are more complex and are controlled by multiple interacting genes within and among organisms. Developmental biologists suggest that complex interactions in genetic networks and communication among cells can lead to heritable variations that may underlie some of the mechanics in developmental plasticity and canalization. Recent findings have confirmed important examples of heritable changes that cannot be explained by direct agency of the DNA molecule. These phenomena are classed as epigenetic inheritance systems that are causally or independently evolving over genes. Research into modes and mechanisms of epigenetic inheritance is still in its scientific infancy, however, this area of research has attracted much recent activity as it broadens the scope of heritability and evolutionary biology in general. DNA methylation marking chromatin, self-sustaining metabolic loops, gene silencing by RNA interference, and the three dimensional conformation of proteins (such as prions) are areas where epigenetic inheritance systems have been discovered at the organismic level. Heritability may also occur at even larger scales. For example, ecological inheritance through the process of niche construction is defined by the regular and repeated activities of organisms in their environment. This generates a legacy of effect that modifies and feeds back into the selection regime of subsequent generations. Descendants inherit genes plus environmental characteristics generated by the ecological actions of ancestors. Other examples of heritability in evolution that are not under the direct control of genes include the inheritance of cultural traits, group heritability, and symbiogenesis. These examples of heritability that operate above the gene are covered broadly under the title of multilevel or hierarchical selection, which has been a subject of intense debate in the history of evolutionary science. Relation to theory of evolution When Charles Darwin proposed his theory of evolution in 1859, one of its major problems was the lack of an underlying mechanism for heredity. Darwin believed in a mix of blending inheritance and the inheritance of acquired traits (pangenesis). Blending inheritance would lead to uniformity across populations in only a few generations and then would remove variation from a population on which natural selection could act. This led to Darwin adopting some Lamarckian ideas in later editions of On the Origin of Species and his later biological works. Darwin's primary approach to heredity was to outline how it appeared to work (noticing that traits that were not expressed explicitly in the parent at the time of reproduction could be inherited, that certain traits could be sex-linked, etc.) rather than suggesting mechanisms. Darwin's initial model of heredity was adopted by, and then heavily modified by, his cousin Francis Galton, who laid the framework for the biometric school of heredity. Galton found no evidence to support the aspects of Darwin's pangenesis model, which relied on acquired traits. The inheritance of acquired traits was shown to have little basis in the 1880s when August Weismann cut the tails off many generations of mice and found that their offspring continued to develop tails. History Scientists in Antiquity had a variety of ideas about heredity: Theophrastus proposed that male flowers caused female flowers to ripen; Hippocrates speculated that "seeds" were produced by various body parts and transmitted to offspring at the time of conception; and Aristotle thought that male and female fluids mixed at conception. Aeschylus, in 458 BC, proposed the male as the parent, with the female as a "nurse for the young life sown within her". Ancient understandings of heredity transitioned to two debated doctrines in the 18th century. The Doctrine of Epigenesis and the Doctrine of Preformation were two distinct views of the understanding of heredity. The Doctrine of Epigenesis, originated by Aristotle, claimed that an embryo continually develops. The modifications of the parent's traits are passed off to an embryo during its lifetime. The foundation of this doctrine was based on the theory of inheritance of acquired traits. In direct opposition, the Doctrine of Preformation claimed that "like generates like" where the germ would evolve to yield offspring similar to the parents. The Preformationist view believed procreation was an act of revealing what had been created long before. However, this was disputed by the creation of the cell theory in the 19th century, where the fundamental unit of life is the cell, and not some preformed parts of an organism. Various hereditary mechanisms, including blending inheritance were also envisaged without being properly tested or quantified, and were later disputed. Nevertheless, people were able to develop domestic breeds of animals as well as crops through artificial selection. The inheritance of acquired traits also formed a part of early Lamarckian ideas on evolution. During the 18th century, Dutch microscopist Antonie van Leeuwenhoek (1632–1723) discovered "animalcules" in the sperm of humans and other animals. Some scientists speculated they saw a "little man" (homunculus) inside each sperm. These scientists formed a school of thought known as the "spermists". They contended the only contributions of the female to the next generation were the womb in which the homunculus grew, and prenatal influences of the womb. An opposing school of thought, the ovists, believed that the future human was in the egg, and that sperm merely stimulated the growth of the egg. Ovists thought women carried eggs containing boy and girl children, and that the gender of the offspring was determined well before conception. An early research initiative emerged in 1878 when Alpheus Hyatt led an investigation to study the laws of heredity through compiling data on family phenotypes (nose size, ear shape, etc.) and expression of pathological conditions and abnormal characteristics, particularly with respect to the age of appearance. One of the projects aims was to tabulate data to better understand why certain traits are consistently expressed while others are highly irregular. Gregor Mendel: father of genetics The idea of particulate inheritance of genes can be attributed to the Moravian monk Gregor Mendel who published his work on pea plants in 1865. However, his work was not widely known and was rediscovered in 1901. It was initially assumed that Mendelian inheritance only accounted for large (qualitative) differences, such as those seen by Mendel in his pea plants – and the idea of additive effect of (quantitative) genes was not realised until R.A. Fisher's (1918) paper, "The Correlation Between Relatives on the Supposition of Mendelian Inheritance" Mendel's overall contribution gave scientists a useful overview that traits were inheritable. His pea plant demonstration became the foundation of the study of Mendelian Traits. These traits can be traced on a single locus. Modern development of genetics and heredity In the 1930s, work by Fisher and others resulted in a combination of Mendelian and biometric schools into the modern evolutionary synthesis. The modern synthesis bridged the gap between experimental geneticists and naturalists; and between both and palaeontologists, stating that: All evolutionary phenomena can be explained in a way consistent with known genetic mechanisms and the observational evidence of naturalists. Evolution is gradual: small genetic changes, recombination ordered by natural selection. Discontinuities amongst species (or other taxa) are explained as originating gradually through geographical separation and extinction (not saltation). Selection is overwhelmingly the main mechanism of change; even slight advantages are important when continued. The object of selection is the phenotype in its surrounding environment. The role of genetic drift is equivocal; though strongly supported initially by Dobzhansky, it was downgraded later as results from ecological genetics were obtained. The primacy of population thinking: the genetic diversity carried in natural populations is a key factor in evolution. The strength of natural selection in the wild was greater than expected; the effect of ecological factors such as niche occupation and the significance of barriers to gene flow are all important. The idea that speciation occurs after populations are reproductively isolated has been much debated. In plants, polyploidy must be included in any view of speciation. Formulations such as 'evolution consists primarily of changes in the frequencies of alleles between one generation and another' were proposed rather later. The traditional view is that developmental biology ('evo-devo') played little part in the synthesis, but an account of Gavin de Beer's work by Stephen Jay Gould suggests he may be an exception. Almost all aspects of the synthesis have been challenged at times, with varying degrees of success. There is no doubt, however, that the synthesis was a great landmark in evolutionary biology. It cleared up many confusions, and was directly responsible for stimulating a great deal of research in the post-World War II era. Trofim Lysenko however caused a backlash of what is now called Lysenkoism in the Soviet Union when he emphasised Lamarckian ideas on the inheritance of acquired traits. This movement affected agricultural research and led to food shortages in the 1960s and seriously affected the USSR. There is growing evidence that there is transgenerational inheritance of epigenetic changes in humans and other animals. Common genetic disorders Fragile X syndrome Sickle cell disease Phenylketonuria (PKU) Haemophilia Types The description of a mode of biological inheritance consists of three main categories: 1. Number of involved loci Monogenetic (also called "simple") – one locus Oligogenic – few loci Polygenetic – many loci 2. Involved chromosomes Autosomal – loci are not situated on a sex chromosome Gonosomal – loci are situated on a sex chromosome X-chromosomal – loci are situated on the X-chromosome (the more common case) Y-chromosomal – loci are situated on the Y-chromosome Mitochondrial – loci are situated on the mitochondrial DNA 3. Correlation genotype–phenotype Dominant Intermediate (also called "codominant") Recessive Overdominant Underdominant These three categories are part of every exact description of a mode of inheritance in the above order. In addition, more specifications may be added as follows: 4. Coincidental and environmental interactions Penetrance Complete Incomplete (percentual number) Expressivity Invariable Variable Heritability (in polygenetic and sometimes also in oligogenetic modes of inheritance) Maternal or paternal imprinting phenomena (also see epigenetics) 5. Sex-linked interactions Sex-linked inheritance (gonosomal loci) Sex-limited phenotype expression (e.g., cryptorchism) Inheritance through the maternal line (in case of mitochondrial DNA loci) Inheritance through the paternal line (in case of Y-chromosomal loci) 6. Locus–locus interactions Epistasis with other loci (e.g., overdominance) Gene coupling with other loci (also see crossing over) Homozygotous lethal factors Semi-lethal factors Determination and description of a mode of inheritance is also achieved primarily through statistical analysis of pedigree data. In case the involved loci are known, methods of molecular genetics can also be employed. Dominant and recessive alleles An allele is said to be dominant if it is always expressed in the appearance of an organism (phenotype) provided that at least one copy of it is present. For example, in peas the allele for green pods, G, is dominant to that for yellow pods, g. Thus pea plants with the pair of alleles either GG (homozygote) or Gg (heterozygote) will have green pods. The allele for yellow pods is recessive. The effects of this allele are only seen when it is present in both chromosomes, gg (homozygote). This derives from Zygosity, the degree to which both copies of a chromosome or gene have the same genetic sequence, in other words, the degree of similarity of the alleles in an organism. See also References External links Stanford Encyclopedia of Philosophy entry on Heredity and Heritability ""Experiments in Plant Hybridization" (1866), by Johann Gregor Mendel," by A. Andrei at the Embryo Project Encyclopedia Genetics
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Hamburg (, ; ), officially the Free and Hanseatic City of Hamburg (; ), is the second-largest city in Germany after Berlin, as well as the overall 7th largest city and largest non-capital city in the European Union with a population of over 1.84 million. Hamburg's urban area has a population of around 2.5 million and its metropolitan area is home to more than five million people. The city lies on the River Elbe and two of its tributaries, the River Alster and the River Bille. One of Germany's 16 federated states, Hamburg is surrounded by Schleswig-Holstein to the north and Lower Saxony to the south. The official name reflects Hamburg's history as a member of the medieval Hanseatic League and a free imperial city of the Holy Roman Empire. Before the 1871 Unification of Germany, it was a fully sovereign city state, and before 1919 formed a civic republic headed constitutionally by a class of hereditary grand burghers or . Beset by disasters such as the Great Fire of Hamburg, North Sea flood of 1962 and military conflicts including World War II bombing raids, the city has managed to recover and emerge wealthier after each catastrophe. Hamburg is Europe's third largest port, after Rotterdam and Antwerp. Major regional broadcaster NDR, the printing and publishing firm and the newspapers and are based in the city. Hamburg is the seat of Germany's oldest stock exchange and the world's oldest merchant bank, Berenberg Bank. Media, commercial, logistical, and industrial firms with significant locations in the city include multinationals Airbus, , , , and Unilever. Hamburg is also a major European science, research, and education hub, with several universities and institutions. The city enjoys a very high quality of living, being ranked 19th in the 2019 Mercer Quality of Living Survey. Hamburg hosts specialists in world economics and international law, including consular and diplomatic missions as the International Tribunal for the Law of the Sea, the EU-LAC Foundation, and the UNESCO Institute for Lifelong Learning, multipartite international political conferences and summits such as Europe and China and the G20. Both former German chancellors Helmut Schmidt and Angela Merkel were born in Hamburg. The former Mayor of Hamburg, Olaf Scholz, has been the current German chancellor since December 2021. Hamburg is a major international and domestic tourist destination. The and were declared World Heritage Sites by UNESCO in 2015. Hamburg's rivers and canals are crossed by around 2,500 bridges, making it the city with the highest number of bridges in Europe. Aside from its rich architectural heritage, the city is also home to notable cultural venues such as the and concert halls. It gave birth to movements like and paved the way for bands including The Beatles. Hamburg is also known for several theatres and a variety of musical shows. St. Pauli's is among the best-known European entertainment districts. Geography Hamburg is at a sheltered natural harbour on the southern fanning-out of the Jutland Peninsula, between Continental Europe to the south and Scandinavia to the north, with the North Sea to the west and the Baltic Sea to the northeast. It is on the River Elbe at its confluence with the Alster and Bille. The city centre is around the Binnenalster ("Inner Alster") and Außenalster ("Outer Alster"), both formed by damming the River Alster to create lakes. The islands of Neuwerk, Scharhörn, and Nigehörn, away in the Hamburg Wadden Sea National Park, are also part of the city of Hamburg. The neighborhoods of Neuenfelde, Cranz, Francop and Finkenwerder are part of the Altes Land (old land) region, the largest contiguous fruit-producing region in Central Europe. Neugraben-Fischbek has Hamburg's highest elevation, the Hasselbrack at AMSL. Hamburg borders the states of Schleswig-Holstein and Lower Saxony. Climate Hamburg has an oceanic climate (Köppen: Cfb), influenced by its proximity to the coast and maritime influences that originate over the Atlantic Ocean. The location in the north of Germany provides extremes greater than typical marine climates, but definitely in the category due to the prevailing westerlies. Nearby wetlands enjoy a maritime temperate climate. The amount of snowfall has varied greatly in recent decades. In the late 1970s and early 1980s, heavy snowfall sometimes occurred, the winters of recent years have been less cold, with snowfall just a few days per year. The warmest months are June, July, and August, with high temperatures of . The coldest are December, January, and February, with low temperatures of . History Origins Claudius Ptolemy (2nd century AD) reported the first name for the vicinity as Treva. Etymology The name Hamburg comes from the first permanent building on the site, a castle which the Emperor Charlemagne ordered constructed in AD 808. It rose on rocky terrain in a marsh between the River Alster and the River Elbe as a defence against Slavic incursion, and acquired the name Hammaburg, burg meaning castle or fort. The origin of the Hamma term remains uncertain, but its location is estimated to be at the site of today's Domplatz. Medieval Hamburg In 834, Hamburg was designated as the seat of a bishopric. The first bishop, Ansgar, became known as the Apostle of the North. Two years later, Hamburg was united with Bremen as the Bishopric of Hamburg-Bremen. Hamburg was destroyed and occupied several times. In 845, 600 Viking ships sailed up the River Elbe and destroyed Hamburg, at that time a town of around 500 inhabitants. In 1030, King Mieszko II Lambert of Poland burned down the city. Valdemar II of Denmark raided and occupied Hamburg in 1201 and in 1214. The Black Death killed at least 60% of the population in 1350. Hamburg experienced several great fires in the medieval period. In 1189, by imperial charter, Frederick I "Barbarossa" granted Hamburg the status of a Free Imperial City and tax-free access (or free-trade zone) up the Lower Elbe into the North Sea. In 1265, an allegedly forged letter was presented to or by the Rath of Hamburg. This charter, along with Hamburg's proximity to the main trade routes of the North Sea and Baltic Sea, quickly made it a major port in Northern Europe. Its trade alliance with Lübeck in 1241 marks the origin and core of the powerful Hanseatic League of trading cities. On 8 November 1266, a contract between Henry III and Hamburg's traders allowed them to establish a hanse in London. This was the first time in history that the word hanse was used for the trading guild of the Hanseatic League. In 1270, the solicitor of the senate of Hamburg, Jordan von Boitzenburg, wrote the first description of civil, criminal and procedural law for a city in Germany in the German language, the Ordeelbook (Ordeel: sentence). On 10 August 1410, civil unrest forced a compromise (German: Rezeß, literally meaning: withdrawal). This is considered the first constitution of Hamburg. Modern times In 1529, the city embraced Lutheranism, and it received Reformed refugees from the Netherlands and France. When Jan van Valckenborgh introduced a second layer to the fortifications to protect against the Thirty Years War in the seventeenth century, he extended Hamburg and created a "New Town" (Neustadt) whose street names still date from the grid system of roads he introduced. Upon the dissolution of the Holy Roman Empire in 1806, the Free Imperial City of Hamburg was not incorporated into a larger administrative area while retaining special privileges (mediatised), but became a sovereign state with the official title of the Free and Hanseatic City of Hamburg. Hamburg was briefly annexed by Napoleon I to the First French Empire (1804–1814/1815). Russian forces under General Bennigsen finally freed the city in 1814. Hamburg re-assumed its pre-1811 status as a city-state in 1814. The Vienna Congress of 1815 confirmed Hamburg's independence and it became one of 39 sovereign states of the German Confederation (1815–1866). In 1842, about a quarter of the inner city was destroyed in the "Great Fire". The fire started on the night of 4 May and was not extinguished until 8 May. It destroyed three churches, the town hall, and many other buildings, killing 51 people and leaving an estimated 20,000 homeless. Reconstruction took more than 40 years. After periodic political unrest, particularly in 1848, Hamburg adopted in 1860 a semidemocratic constitution that provided for the election of the Senate, the governing body of the city-state, by adult taxpaying males. Other innovations included the separation of powers, the separation of Church and State, freedom of the press, of assembly and association. Hamburg became a member of the North German Confederation (1866–1871) and of the German Empire (1871–1918), and maintained its self-ruling status during the Weimar Republic (1919–1933). Hamburg acceded to the German Customs Union or Zollverein in 1888, the last (along with Bremen) of the German states to join. The city experienced its fastest growth during the second half of the 19th century when its population more than quadrupled to 800,000 as the growth of the city's Atlantic trade helped make it Europe's second-largest port. The Hamburg-America Line, with Albert Ballin as its director, became the world's largest transatlantic shipping company around the start of the 20th century. Shipping companies sailing to South America, Africa, India and East Asia were based in the city. Hamburg was the departure port for many Germans and Eastern Europeans to emigrate to the United States in the late 19th and early 20th centuries. Trading communities from all over the world established themselves there. A major outbreak of cholera in 1892 was badly handled by the city government, which retained an unusual degree of independence for a German city. About 8,600 died in the largest German epidemic of the late 19th century, and the last major cholera epidemic in a major city of the Western world. Second World War Hamburg was a Gau within the administrative division of Nazi Germany from 1934 until 1945. During the Second World War, the Allied bombing of Hamburg devastated much of the city and the harbour. On 23 July 1943, the Royal Air Force and United States Army Air Force firebombing created a firestorm which spread from the Hauptbahnhof (main railway station) and quickly moved south-east, completely destroying entire boroughs such as Hammerbrook, Billbrook and Hamm South. Thousands of people perished in these densely populated working class boroughs. The raids, codenamed Operation Gomorrah by the RAF, killed at least 42,600 civilians; the precise number is not known. About one million civilians were evacuated in the aftermath of the raids. While some of the boroughs destroyed were rebuilt as residential districts after the war, others such as Hammerbrook were entirely developed into office, retail and limited residential or industrial districts. The Hamburg Commonwealth War Graves Commission Cemetery is in the greater Ohlsdorf Cemetery in the north of Hamburg. At least 42,900 people are thought to have perished in the Neuengamme concentration camp (about outside the city in the marshlands), mostly from epidemics and in the bombing of Kriegsmarine evacuation vessels by the RAF at the end of the war. Systematic deportations of Jewish Germans and Gentile Germans of Jewish descent started on 18 October 1941. These were all directed to ghettos in Nazi-occupied Europe or to concentration camps. Most deported persons perished in the Holocaust. By the end of 1942 the Jüdischer Religionsverband in Hamburg was dissolved as an independent legal entity and its remaining assets and staff were assumed by the Reich Association of Jews in Germany (District Northwest). On 10 June 1943 the Reich Security Main Office dissolved the association by a decree. The few remaining employees not somewhat protected by a mixed marriage were deported from Hamburg on 23 June to Theresienstadt, where most of them perished. Post-war history The city was surrendered to British Forces on 3 May 1945, in the Battle of Hamburg, three days after Adolf Hitler's death. After the Second World War, Hamburg formed part of the British Zone of Occupation; it became a state of what was then West Germany in 1949. On 16 February 1962, a North Sea flood caused the Elbe to rise to an all-time high, inundating one-fifth of Hamburg and killing more than 300 people. The inner German border – only east of Hamburg – separated the city from most of its hinterland and reduced Hamburg's global trade. Since German reunification in 1990, and the accession of several Central European and Baltic countries into the European Union in 2004, the Port of Hamburg has restarted ambitions for regaining its position as the region's largest deep-sea port for container shipping and its major commercial and trading centre. Demographics On 31 December 2016, there were 1,860,759 people registered as living in Hamburg in an area of . The population density was . The metropolitan area of the Hamburg region (Hamburg Metropolitan Region) is home to 5,107,429 living on . There were 915,319 women and 945,440 men in Hamburg. For every 1,000 females, there were 1,033 males. In 2015, there were 19,768 births in Hamburg (of which 38.3% were to unmarried women); 6422 marriages and 3190 divorces, and 17,565 deaths. In the city, the population was spread out, with 16.1% under the age of 18, and 18.3% were 65 years of age or older. 356 people in Hamburg were over the age of 100. According to the Statistical Office for Hamburg and Schleswig Holstein, the number of people with a migrant background is at 34% (631,246). Immigrants come from 200 different countries. 5,891 people have acquired German cititzenship in 2016. In 2016, there were 1,021,666 households, of which 17.8% had children under the age of 18; 54.4% of all households were made up of singles. 25.6% of all households were single parent households. The average household size was 1.8. Foreign citizens in Hamburg Hamburg residents with a foreign citizenship as of 31 December 2016 is as follows Language As elsewhere in Germany, Standard German is spoken in Hamburg, but as typical for northern Germany, the original language of Hamburg is Low German, usually referred to as Hamborger Platt (German Hamburger Platt) or Hamborgsch. Since large-scale standardization of the German language beginning in earnest in the 18th century, various Low German-colored dialects have developed (contact-varieties of German on Low Saxon substrates). Originally, there was a range of such Missingsch varieties, the best-known being the low-prestige ones of the working classes and the somewhat more bourgeois Hanseatendeutsch (Hanseatic German), although the term is used in appreciation. All of these are now moribund due to the influences of Standard German used by education and media. However, the former importance of Low German is indicated by several songs, such as the famous sea shanty Hamborger Veermaster, written in the 19th century when Low German was used more frequently. Many toponyms and street names reflect Low Saxon vocabulary, partially even in Low Saxon spelling, which is not standardised, and to some part in forms adapted to Standard German. Religion 65.2% of the population is not religious or adherent other religions than the Evangelical Church or Catholicism. In 2018, 24.9% of the population belonged to the North Elbian Evangelical Lutheran Church, the largest religious body, and 9.9% to the Roman Catholic Church. Hamburg is seat of one of the three bishops of the Evangelical Lutheran Church in Northern Germany and seat of the Roman Catholic Archdiocese of Hamburg. According to the publication "Muslimisches Leben in Deutschland" (Muslim life in Germany) estimated 141,900 Muslim migrants (counting in nearly 50 countries of origin) lived in Hamburg in 2008. About three years later (May 2011) calculations based on census data for 21 countries of origin resulted in the number of about 143,200 Muslim migrants in Hamburg, making up 8.4% percent of the population. As of 2021 there were more than 50 mosques in the city, including the Ahmadiyya run Fazle Omar Mosque, which is the oldest in the city, and it hosts the Islamic Centre Hamburg. A Jewish community exists. Government The city of Hamburg is one of 16 German states, therefore the Mayor of Hamburg's office corresponds more to the role of a minister-president than to the one of a city mayor. As a German state government, it is responsible for public education, correctional institutions and public safety; as a municipality, it is additionally responsible for libraries, recreational facilities, sanitation, water supply and welfare services. Since 1897, the seat of the government has been the Hamburg Rathaus (Hamburg City Hall), with the office of the mayor, the meeting room for the Senate and the floor for the Hamburg Parliament. From 2001 until 2010, the mayor of Hamburg was Ole von Beust, who governed in Germany's first statewide "black-green" coalition, consisting of the conservative CDU and the alternative GAL, which are Hamburg's regional wing of the Alliance 90/The Greens party. Von Beust was briefly succeeded by Christoph Ahlhaus in 2010, but the coalition broke apart on November, 28. 2010. On 7 March 2011 Olaf Scholz (SPD) became mayor. After the 2015 election the SPD and the Alliance 90/The Greens formed a coalition. Boroughs Hamburg is made up of seven boroughs (German: Bezirke) and subdivided into 104 quarters (German: Stadtteile). There are 181 localities (German: Ortsteile). The urban organization is regulated by the Constitution of Hamburg and several laws. Most of the quarters were former independent cities, towns or villages annexed into Hamburg proper. The last large annexation was done through the Greater Hamburg Act of 1937, when the cities Altona, Harburg and Wandsbek were merged into the state of Hamburg. The Act of the Constitution and Administration of Hanseatic city of Hamburg established Hamburg as a state and a municipality. Some of the boroughs and quarters have been rearranged several times. Each borough is governed by a Borough Council (German: Bezirksversammlung) and administered by a Municipal Administrator (German: Bezirksamtsleiter). The boroughs are not independent municipalities: their power is limited and subordinate to the Senate of Hamburg. The borough administrator is elected by the Borough Council and thereafter requires confirmation and appointment by Hamburg's Senate. The quarters have no governing bodies of their own. In 2008, the boroughs were Hamburg-Mitte, Altona, Eimsbüttel, Hamburg-Nord, Wandsbek, Bergedorf and Harburg. Hamburg-Mitte ("Hamburg Centre") covers mostly the urban centre of the city and consists of the quarters Billbrook, Billstedt, Borgfelde, Finkenwerder, HafenCity, Hamm, Hammerbrook, Horn, Kleiner Grasbrook, Neuwerk, Rothenburgsort, St. Georg, St. Pauli, Steinwerder, Veddel, Waltershof and Wilhelmsburg. The quarters Hamburg-Altstadt ("old town") and Neustadt ("new town") are the historical origin of Hamburg. Altona is the westernmost urban borough, on the right bank of the Elbe river. From 1640 to 1864, Altona was under the administration of the Danish monarchy. Altona was an independent city until 1937. Politically, the following quarters are part of Altona: Altona-Altstadt, Altona-Nord, Bahrenfeld, Ottensen, Othmarschen, Groß Flottbek, Osdorf, Lurup, Nienstedten, Blankenese, Iserbrook, Sülldorf, Rissen, Sternschanze. Bergedorf consists of the quarters Allermöhe, Altengamme, Bergedorf—the centre of the former independent town, Billwerder, Curslack, Kirchwerder, Lohbrügge, Moorfleet, Neuengamme, Neuallermöhe, Ochsenwerder, Reitbrook, Spadenland and Tatenberg. Eimsbüttel is split into nine-quarters: Eidelstedt, Eimsbüttel, Harvestehude, Hoheluft-West, Lokstedt, Niendorf, Rotherbaum, Schnelsen and Stellingen. Located within this borough is former Jewish neighbourhood Grindel. Hamburg-Nord contains the quarters Alsterdorf, Barmbek-Nord, Barmbek-Süd, Dulsberg, Eppendorf, Fuhlsbüttel, Groß Borstel, Hoheluft-Ost, Hohenfelde, Langenhorn, Ohlsdorf with Ohlsdorf cemetery, Uhlenhorst and Winterhude. Harburg lies on the southern shores of the river Elbe and covers parts of the port of Hamburg, residential and rural areas, and some research institutes. The quarters are Altenwerder, Cranz, Eißendorf, Francop, Gut Moor, Harburg, Hausbruch, Heimfeld, Langenbek, Marmstorf, Moorburg, Neuenfelde, Neugraben-Fischbek, Neuland, Rönneburg, Sinstorf and Wilstorf. Wandsbek is divided into the quarters Bergstedt, Bramfeld, Duvenstedt, Eilbek, Farmsen-Berne, Hummelsbüttel, Jenfeld, Lemsahl-Mellingstedt, Marienthal, Poppenbüttel, Rahlstedt, Sasel, Steilshoop, Tonndorf, Volksdorf, Wandsbek, Wellingsbüttel and Wohldorf-Ohlstedt. Cityscape Architecture Hamburg has architecturally significant buildings in a wide range of styles and no skyscrapers (see List of tallest buildings in Hamburg). Churches are important landmarks, such as St Nicholas', which for a short time in the 19th century was the world's tallest building. The skyline features the tall spires of the most important churches (Hauptkirchen) St Michael's (nicknamed "Michel"), St Peter's, St James's (St. Jacobi) and St. Catherine's covered with copper plates, and the Heinrich-Hertz-Turm, the radio and television tower (no longer publicly accessible). The many streams, rivers and canals are crossed by some 2,500 bridges, more than London, Amsterdam and Venice put together. Hamburg has more bridges inside its city limits than any other city in the world. The Köhlbrandbrücke, Freihafen Elbbrücken, and Lombardsbrücke and Kennedybrücke dividing Binnenalster from Aussenalster are important roadways. The town hall is a richly decorated Neo-Renaissance building finished in 1897. The tower is high. Its façade, long, depicts the emperors of the Holy Roman Empire, since Hamburg was, as a Free Imperial City, only under the sovereignty of the emperor. The Chilehaus, a brick expressionist office building built in 1922 and designed by architect Fritz Höger, is shaped like an ocean liner. Europe's largest urban development since 2008, the HafenCity, will house about 10,000 inhabitants and 15,000 workers. The plan includes designs by Rem Koolhaas and Renzo Piano. The Elbphilharmonie (Elbe Philharmonic Hall), opened in January 2017, houses concerts in a sail-shaped building on top of an old warehouse, designed by architects Herzog & de Meuron. The many parks are distributed over the whole city, which makes Hamburg a very verdant city. The biggest parks are the Stadtpark, the Ohlsdorf Cemetery and Planten un Blomen. The Stadtpark, Hamburg's "Central Park", has a great lawn and a huge water tower, which houses one of Europe's biggest planetaria. The park and its buildings were designed by Fritz Schumacher in the 1910s. Parks and gardens The lavish and spacious Planten un Blomen park (Low German dialect for "plants and flowers") located in the centre of Hamburg is the green heart of the city. Within the park are various thematic gardens, the biggest Japanese garden in Germany, and the Alter Botanischer Garten Hamburg, which is a historic botanical garden that now consists primarily of greenhouses. The Botanischer Garten Hamburg is a modern botanical garden maintained by the University of Hamburg. Besides these, there are many more parks of various sizes. In 2014 Hamburg celebrated a birthday of park culture, where many parks were reconstructed and cleaned up. Moreover, every year there are the famous water-light-concerts in the Planten un Blomen park from May to early October. Culture and contemporary life Hamburg has more than 40 theatres, 60 museums and 100 music venues and clubs. With 6.6 music venues per 100,000 inhabitants, Hamburg has the second-highest density of music venues of Germany's largest cities, after Munich and ahead of Cologne and Berlin. In 2005, more than 18 million people visited concerts, exhibitions, theatres, cinemas, museums, and cultural events, and 8,552 taxable companies (average size 3.16 employees) were engaged in the culture sector, which includes music, performing arts and literature. The creative industries represent almost one fifth of all companies in Hamburg. Hamburg has entered the European Green Capital Award scheme, and was awarded the title of European Green Capital for 2011. Theatres The state-owned Deutsches Schauspielhaus, the Thalia Theatre, Ohnsorg Theatre, "Schmidts Tivoli" and the Kampnagel are well-known theatres. The English Theatre of Hamburg near U3 Mundsburg station was established in 1976 and is the oldest professional English-speaking theatre in Germany, and has exclusively English native-speaking actors in its company. Museums Hamburg has several large museums and galleries showing classical and contemporary art, for example the Kunsthalle Hamburg with its contemporary art gallery (Galerie der Gegenwart), the Museum for Art and Industry (Museum für Kunst und Gewerbe) and the Deichtorhallen/House of Photography. The Internationales Maritimes Museum Hamburg opened in the HafenCity quarter in 2008. There are various specialised museums in Hamburg, such as the Archaeological Museum Hamburg (Archäologisches Museum Hamburg) in Hamburg-Harburg, the Hamburg Museum of Work (Museum der Arbeit), and several museums of local history, for example the Kiekeberg Open Air Museum (Freilichtmuseum am Kiekeberg). Two museum ships near Landungsbrücken bear witness to the freight ship (Cap San Diego) and cargo sailing ship era (Rickmer Rickmers). In 2020 the Peking returned to Hamburg as well. The world's largest model railway museum Miniatur Wunderland with total railway length is also situated near Landungsbrücken in a former warehouse. BallinStadt (Emigration City) is dedicated to the millions of Europeans who emigrated to North and South America between 1850 and 1939. Visitors descending from those overseas emigrants may search for their ancestors at computer terminals. Music Hamburg State Opera is a leading opera company. Its orchestra is the Philharmoniker Hamburg. The city's other well-known orchestra is the NDR Elbphilharmonie Orchestra. The main concert venue is the new concert hall Elbphilharmonie. Before it was the Laeiszhalle, Musikhalle Hamburg. The Laeiszhalle also houses a third orchestra, the Hamburger Symphoniker. György Ligeti and Alfred Schnittke taught at the Hochschule für Musik und Theater Hamburg. Hamburg is the birthplace of Johannes Brahms, who spent his formative early years in the city, and the birthplace and home of the famous waltz composer Oscar Fetrás, who wrote the well-known "Mondnacht auf der Alster" waltz. Since the German premiere of Cats in 1986, there have always been musicals running, including The Phantom of the Opera, The Lion King, Dirty Dancing and Dance of the Vampires (musical). This density, the highest in Germany, is partly due to the major musical production company Stage Entertainment being based in the city. In addition to musicals, opera houses, concert halls and theaters, the cityscape is characterized by a large music scene. This includes, among other things, over 100 music venues, several annual festivals and over 50 event organizers based in Hamburg. Larger venues include the Barclaycard Arena, the Bahrenfeld harness racing track and Hamburg City Park. Hamburg was an important center of rock music in the early 1960s. The Beatles lived and played in Hamburg from August 1960 to December 1962. They proved popular and gained local acclaim. Prior to the group's initial recording and widespread fame, Hamburg provided residency and performing venues for the band during the time they performed there. One of the venues they performed at was the Star Club on St. Pauli. Hamburg has produced a number of successful (pop) musicians. Among the best known are Udo Lindenberg, Deichkind and Jan Delay. The singer Annett Louisan lives in Hamburg. An important meeting place for Hamburg musicians from the 1970s to the mid-80s was the jazz pub Onkel Pö, which was originally founded in the Pöseldorf neighborhood and later moved to Eppendorf. Many musicians who were counted as part of the "" met here. In addition to Udo Lindenberg, these included Otto Waalkes, Hans Scheibner and groups such as Torfrock and Frumpy. One of the members of the band Frumpy was the Hamburg-born singer and composer Inga Rumpf. Hamburg is famous for a special kind of German alternative music, the "Hamburger Schule", a term used for bands like Tocotronic, Blumfeld, Tomte or Kante. The meeting point of the Hamburg School was long considered to be the in Altona's old town near the Fischmarkt. Alongside clubs such as the Pal, the Moondoo or the Waagenbau, today the Pudel is a central location of the Hamburg electro scene. Well-known artists of this scene include the DJ duo Moonbootica, Mladen Solomun and Helena Hauff. Hamburg is also home to many music labels, music distributors and publishers. These include Warner Music, Kontor Records, PIAS, , Believe Digital and Indigo. The high proportion of independent labels in the city, which include Audiolith, Dial Records, Grand Hotel van Cleef, among others, is striking. Before its closure, the label L'Age D'Or also belonged to these. In addition, Hamburg has a considerable alternative and punk scene, which gathers around the Rote Flora, a squatted former theatre located in the Sternschanze The city was a major centre for heavy metal music in the 1980s. Helloween, Gamma Ray, Running Wild and Grave Digger started in Hamburg. The industrial rock band KMFDM was also formed in Hamburg, initially as a performance art project. The influences of these and other bands from the area helped establish the subgenre of power metal. In the late 90s, Hamburg was considered one of the strongholds of the German hip-hop scene. Bands like Beginner shaped Hamburg's hip-hop style and made the city a serious location for the hip-hop scene through songs like "Hamburg City Blues." In addition to Beginner, several successful German hip-hop acts hail from Hamburg, such as Fünf Sterne Deluxe, Samy Deluxe, Fettes Brot and 187 Strassenbande. Hamburg has a vibrant psychedelic trance community, with record labels such as Spirit Zone. Festivals and regular events Hamburg is noted for several festivals and regular events. Some of them are street festivals, such as the gay pride Hamburg Pride festival or the Alster fair (German: Alstervergnügen), held at the Binnenalster. The Hamburger DOM is northern Germany's biggest funfair, held three times a year. Hafengeburtstag is a funfair to honour the birthday of the port of Hamburg with a party and a ship parade. The annual biker's service in Saint Michael's Church attracts tens of thousands of bikers. Christmas markets in December are held at the Hamburg Rathaus square, among other places. The long night of museums (German: Lange Nacht der Museen) offers one entrance fee for about 40 museums until midnight. The sixth Festival of Cultures was held in September 2008, celebrating multi-cultural life. The Filmfest Hamburg — a film festival originating from the 1950s Film Days (German: Film Tage) — presents a wide range of films. The Hamburg Messe and Congress offers a venue for trade shows, such hanseboot, an international boat show, or Du und deine Welt, a large consumer products show. Regular sports events—some open to pro and amateur participants—are the cycling competition EuroEyes Cyclassics, the Hamburg Marathon, the biggest marathon in Germany after Berlin, the tennis tournament Hamburg Masters and equestrian events like the Deutsches Derby. Hamburg is also known for its music and festival culture. For example, the Reeperbahn alone has between 25 - 30 million visitors every year. In addition, there are over a million visitors to the annual festivals and major music events. Hamburg's festivals include the Elbjazz Festival, which takes place 2 days a year (usually on the Whitsun weekend) in Hamburg's harbor and HafenCity. For contemporary and experimental music, the "blurred edges" festival usually follows in May at various venues within Hamburg. In mid-August, the MS Dockville music and arts festival has run annually since 2007 in the Wilhelmsburg district. This is followed at the end of September by the , which has been running since 2006. As Europe's largest club festival, it offers several hundred program points around the Reeperbahn in Hamburg over four days and is one of the most important meeting places for the music industry worldwide. In November, the ÜBERJAZZ Festival, which aims to expand the stylistic boundaries of the concept of jazz, starts every year at Kampnagel. Cuisine Original Hamburg dishes are Birnen, Bohnen und Speck (green beans cooked with pears and bacon), Aalsuppe (Hamburgisch Oolsupp) is often mistaken to be German for "eel soup" (Aal/Ool translated 'eel'), but the name probably comes from the Low Saxon allns , meaning "all", "everything and the kitchen sink", not necessarily eel. Today eel is often included to meet the expectations of unsuspecting diners. There is Bratkartoffeln (pan-fried potato slices), Finkenwerder Scholle (Low Saxon Finkwarder Scholl, pan-fried plaice), Pannfisch (pan-fried fish with mustard sauce), Rote Grütze (Low Saxon Rode Grütt, related to Danish rødgrød, a type of summer pudding made mostly from berries and usually served with cream, like Danish rødgrød med fløde) and Labskaus (a mixture of corned beef, mashed potatoes and beetroot, a cousin of the Norwegian lapskaus and Liverpool's lobscouse, all offshoots off an old-time one-pot meal that used to be the main component of the common sailor's humdrum diet on the high seas). Alsterwasser (in reference to the city's river, the Alster) is the local name for a type of shandy, a concoction of equal parts of beer and carbonated lemonade (Zitronenlimonade), the lemonade being added to the beer. There is the curious regional dessert pastry called Franzbrötchen. Looking rather like a flattened croissant, it is similar in preparation but includes a cinnamon and sugar filling, often with raisins or brown sugar streusel. The name may also reflect to the roll's croissant-like appearance – franz appears to be a shortening of französisch, meaning "French", which would make a Franzbrötchen a "French roll". Ordinary bread rolls tend to be oval-shaped and of the French bread variety. The local name is Schrippe (scored lengthways) for the oval kind and, for the round kind, Rundstück ("round piece" rather than mainstream German Brötchen, diminutive form of Brot "bread"), a relative of Denmark's rundstykke. In fact, while by no means identical, the cuisines of Hamburg and Denmark, especially of Copenhagen, have a lot in common. This also includes a predilection for open-faced sandwiches of all sorts, especially topped with cold-smoked or pickled fish. The American hamburger may have developed from Hamburg's Frikadeller: a pan-fried patty (usually larger and thicker than its American counterpart) made from a mixture of ground beef, soaked stale bread, egg, chopped onion, salt and pepper, usually served with potatoes and vegetables like any other piece of meat, not usually on a bun. The Oxford Dictionary defined a Hamburger steak in 1802: a sometimes-smoked and -salted piece of meat, that, according to some sources, came from Hamburg to America. The name and food, "hamburger", has entered all English-speaking countries, and derivative words in non-English speaking countries. There are restaurants which offer most of these dishes, especially in the HafenCity. Main sights Alternative culture Hamburg has long been a centre of alternative music and counter-culture movements. The boroughs of St. Pauli, Sternschanze and Altona are known for being home to many radical left-wing and anarchist groups, culminating every year during the traditional May Day demonstrations. During the 2017 G20 summit, which took place in Hamburg from 7–8 July that year, protestors clashed violently with the police in the Sternschanze area and particularly around the Rote Flora. On 7 July, several cars were set on fire and street barricades were erected to prevent the police from entering the area. In response to that, the police made heavy use of water cannons and tear gas in order to scatter the protestors. However, this was met with strong resistance by protestors, resulting in a total of 160 injured police and 75 arrested participants in the protests. After the summit, however, the Rote Flora issued a statement, in which it condemns the arbitrary acts of violence that were committed by some of the protestors whilst generally defending the right to use violence as a means of self-defence against police oppression. In particular, the spokesperson of the Rote Flora said that the autonomous cultural centre had a traditionally good relationship with its neighbours and local residents, since they were united in their fight against gentrification in that neighbourhood. British culture There are several English-speaking communities, such as the Caledonian Society of Hamburg, The British Club Hamburg, British and Commonwealth Luncheon Club, Anglo-German Club e.V., Professional Women's Forum, The British Decorative and Fine Arts Society, The English Speaking Union of the Commonwealth, The Scottish Country Dancers of Hamburg, The Hamburg Players e.V. English Language Theatre Group, The Hamburg Exiles Rugby Club, several cricket clubs, and The Morris Minor Register of Hamburg. Furthermore, the Anglo-Hanseatic Lodge No. 850 within the Grand Lodge of British Freemasons of Germany under the United Grand Lodges of Germany works in Hamburg, and has a diverse expat membership. There is also a 400-year-old Anglican church community worshipping at . American and international English-speaking organisations include The American Club of Hamburg e.V., the American Women's Club of Hamburg, the English Speaking Union, the German-American Women's Club, and The International Women's Club of Hamburg e.V. The American Chamber of Commerce handles matters related to business affairs. The International School of Hamburg serves school children. William Wordsworth, Dorothy Wordsworth and Samuel Taylor Coleridge spent the last two weeks of September 1798 at Hamburg. Dorothy wrote a detailed journal of their stay, labelled "The Hamburg Journal (1798) by noted Wordsworth scholar Edward de Selincourt." A Hamburg saying, referring to its anglophile nature, is: "Wenn es in London anfängt zu regnen, spannen die Hamburger den Schirm auf." ... "When it starts raining in London, people in Hamburg open their umbrellas." Memorials A memorial for successful English engineer William Lindley, who reorganized, beginning in 1842, the drinking water and sewage system and thus helped to fight against cholera, is near Baumwall train station in Vorsetzen street. In 2009, more than 2,500 "stumbling blocks" (Stolpersteine) were laid, engraved with the names of deported and murdered citizens. Inserted into the pavement in front of their former houses, the blocks draw attention to the victims of Nazi persecution. Economy The Gross domestic product (GDP) of Hamburg was 119.0 billion € in 2018, accounting for 3.6% of German economic output. GDP per capita adjusted for purchasing power was 59,600 € or 197% of the EU27 average in the same year. The GDP per employee was 132% of the EU average. The city has a relatively high employment rate, at 88 percent of the working-age population, employed in over 160,000 businesses. The average income in 2016 of employees was €49,332. The unemployment rate stood at 6.1% in October 2018 and was higher than the German average. Banking Hamburg has for centuries been a commercial centre of Northern Europe, and is the most important banking city of Northern Germany. The city is the seat of Germany's oldest bank, the Berenberg Bank, M.M.Warburg & CO and Hamburg Commercial Bank. The Hamburg Stock Exchange is the oldest of its kind in Germany. Port The most significant economic unit is the Port of Hamburg, which ranks third to Rotterdam and Antwerpen in Europe and 17th-largest worldwide with transshipments of of cargo and 138.2 million tons of goods in 2016. International trade is also the reason for the large number of consulates in the city. Although situated up the Elbe, it is considered a sea port due to its ability to handle large ocean-going vessels. Industrial production Heavy industry of Hamburg includes the making of steel, aluminium, copper and various large shipyards such as Blohm + Voss. Hamburg, along with Seattle and Toulouse, is an important location of the civil aerospace industry. Airbus, which operates the Hamburg-Finkenwerder assembly plant in Finkenwerder, employs over 13,000 people. HafenCity The HafenCity is Europe's largest urban development project and is located in the Hamburg-Mitte district. It consists of the area of the Great Grasbrook, the northern part of the former Elbe island Grasbrook, and the warehouse district on the former Elbe island Kehrwieder and Wandrahm. It is bordered to the north, separated by the customs channel to Hamburg's city center, west and south by the Elbe and to the east, bounded by the upper harbor, Rothenburgsort. The district is full of rivers and streams and is surrounded by channels, and has a total area of about 2.2 square-kilometers. HafenCity has 155 hectares in the area formerly belonging to the free port north of the Great Grasbrook. Residential units for up to 12,000 people are planned to be built on the site by around the mid-2020s, and jobs for up to 40,000 people, mainly in the office sector, should be created. It is the largest ongoing urban development project in Hamburg. Construction work started in 2003, and in 2009 the first part of the urban development project was finished with the completion of the Dalmannkai / Sandtorkai neighborhood – which is the first stage of the HafenCity project. According to the person responsible for the development and commercialization of HafenCity, HafenCity Hamburg GmbH, half of the master plan underlying structural construction is already completed, whereas the other half is either under construction or is in the construction preparation stages. Many companies operating in E-Commerce have moved into HafenCity or started there. In addition to cruise agents, many start-up companies that have no direct connection to the port or ships can be found in HafenCity. Tourism In 2017, more than 6,783,000 visitors with 13,822,000 overnight stays visited the city. The tourism sector employs more than 175,000 people full-time and brings in revenue of almost €9 billion, making the tourism industry a major economic force in the Hamburg Metropolitan Region. Hamburg has one of the fastest-growing tourism industries in Germany. From 2001 to 2007, the overnight stays in the city increased by 55.2% (Berlin +52.7%, Mecklenburg-Vorpommern +33%). A typical Hamburg visit includes a tour of the city hall and the grand church St. Michaelis (called the Michel), and visiting the old warehouse district (Speicherstadt) and the harbour promenade (Landungsbrücken). Sightseeing buses connect these points of interest. As Hamburg is one of the world's largest harbours many visitors take one of the harbour and/or canal boat tours (Große Hafenrundfahrt, Fleetfahrt) which start from the Landungsbrücken. Major destinations also include museums. The area of Reeperbahn in the quarter St. Pauli is Europe's largest red light district and home of strip clubs, brothels, bars and nightclubs. The singer and actor Hans Albers is strongly associated with St. Pauli, and wrote the neighbourhood's unofficial anthem, "Auf der Reeperbahn Nachts um Halb Eins" ("On the Reeperbahn at Half Past Midnight") in the 1940s. The Beatles had stints on the Reeperbahn early in their careers. Others prefer the laid-back neighbourhood Schanze with its street cafés, or a barbecue on one of the beaches along the river Elbe. Hamburg's famous zoo, the Tierpark Hagenbeck, was founded in 1907 by Carl Hagenbeck as the first zoo with moated, barless enclosures. In 2016, the average visitor spent two nights in Hamburg. The majority of visitors come from Germany. Most foreigners are European, especially from Denmark (395,681 overnight stays), the United Kingdom (301,000 overnight stays), Switzerland (340,156 overnight stays), Austria (about 252,397 overnight stays) and the Netherlands (about 182,610 overnight stays). The largest group from outside Europe comes from the United States (206,614 overnight stays). The Queen Mary 2 has docked regularly since 2004, and there were six departures planned from 2010 onwards. Creative Industries Media businesses employ over 70,000 people. The Norddeutscher Rundfunk which includes the television station NDR Fernsehen is based in Hamburg, including the very popular news program Tagesschau, as are the commercial television station Hamburg 1, the Christian television station Bibel TV and the civil media outlet Tide TV. There are regional radio stations such as Radio Hamburg. Some of Germany's largest publishing companies, Axel Springer AG, Gruner + Jahr, Bauer Media Group are located in the city. Many national newspapers and magazines such as Der Spiegel and Die Zeit are produced in Hamburg, as well as some special-interest newspapers such as Financial Times Deutschland. Hamburger Abendblatt and Hamburger Morgenpost are daily regional newspapers with a large circulation. There are music publishers, such as Warner Bros. Records Germany, and ICT firms such as Adobe Systems and Google Germany. A total of about 2,000 companies are located in Hamburg that are active in the music industry. With over 17,000 employees and a gross value added of around 640 million euros, this industry is one of the strongest in the city. The and the Clubkombinat represent the companies in the industry. The interests of Hamburg musicians* are represented, for example, by RockCity Hamburg e.V.. Hamburg was one of the locations for the James Bond series film Tomorrow Never Dies. The Reeperbahn has been the location for many scenes, including the 1994 Beatles film Backbeat. The film A Most Wanted Man was set in and filmed in Hamburg. Hamburg was also shown in An American Tail where Fievel Mousekewitz and his family immigrate to America in the hopes to escape cats. Infrastructure Health systems Hamburg has 54 hospitals. The University Medical Center Hamburg-Eppendorf, with about 1,736 beds, houses a large medical school. There are also smaller private hospitals. On 1 January 2011 there were about 12,507 hospital beds. The city had 5,663 physicians in private practice and 456 pharmacies in 2010. Transport Hamburg is a major transportation hub, connected to four Autobahnen (motorways) and the most important railway junction on the route to Scandinavia. Bridges and tunnels connect the northern and southern parts of the city, such as the old Elbe Tunnel (Alter Elbtunnel) or St. Pauli Elbtunnel (official name) which opened in 1911, now is major tourist sight, and the Elbe Tunnel (Elbtunnel) the crossing of a motorway. Hamburg Airport is the oldest airport in Germany still in operation. There is also the smaller Hamburg Finkenwerder Airport, used only as a company airport for Airbus. Some airlines market Lübeck Airport in Lübeck as serving Hamburg. Hamburg's licence plate prefix was "HH" (Hansestadt Hamburg; English: Hanseatic City of Hamburg) between 1906 and 1945 and from 1956 onwards, rather than the single letter normally used for large cities since the federal registration reform in 1956, such as B for Berlin or M for Munich. "H" was Hamburg's prefix in the years between 1945 and 1947 (used by Hanover since 1956); Public transport Public transport by rail, bus and ship is organised by the Hamburger Verkehrsverbund ("Hamburg transit authority") (HVV). Tickets sold by one company are valid on all other HVV companies' services. The HVV was the first organisation of this kind worldwide. 33 mass transit rail lines across the city are the backbone of public transport. The S-Bahn (commuter train system) comprises six lines and the U-Bahn four lines – U-Bahn is short for Untergrundbahn (underground railway). Approximately of of the U-Bahn is underground; most is on embankments or viaduct or at ground level. Older residents still speak of the system as Hochbahn (elevated railway), also because the operating company of the subway is the Hamburger Hochbahn. The AKN railway connects satellite towns in Schleswig-Holstein to the city. On some routes regional trains of Germany's major railway company Deutsche Bahn AG and the regional metronom trains may be used with an HVV ticket. Except at the four bigger stations of the city, Hauptbahnhof, Dammtor, Altona and Harburg regional trains do not stop inside the city. The tram system was opened in 1866 and shut down in 1978. Gaps in the rail network are filled by more than 669 bus routes, operated by single-deck two-, three- and four-axle diesel buses. Hamburg has no trams or trolleybuses, but has hydrogen-fueled buses. The buses run frequently during working hours, with buses on some so-called MetroBus routes as often as every 2 minutes. On special weekday night lines the intervals can be 30 minutes or longer, on normal days (Monday-Friday) the normal buses stop running at night. (MetroBuses run all around the clock, every day at the year at least every half-hour.) There are eight ferry lines along the River Elbe, operated by HADAG, that fall under the aegis of the HVV. While mainly used by citizens and dock workers, they can also be used for sightseeing tours. The international airport serving Hamburg, Hamburg Airport Helmut Schmidt (IATA: HAM, ICAO: EDDH) is the fifth biggest and oldest airport in Germany, having been established in 1912 and located about from the city centre. About 60 airlines provide service to 125 destination airports, including some long-distance destinations like Newark, New Jersey on United Airlines, Dubai on Emirates, and Tehran on Iran Air. Hamburg is a secondary hub for Lufthansa, which is the largest carrier at the airport, and the airline also operates one of its biggest Lufthansa Technik maintenance facilities there. The second airport is located in Hamburg-Finkenwerder, officially named Hamburg Finkenwerder Airport (IATA: XFW, ICAO: EDHI). It is about from the city centre and is a nonpublic airport for the Airbus plant. It is the second biggest Airbus plant, after Toulouse, and the third biggest aviation manufacturing plant after Seattle and Toulouse; the plant houses the final assembly lines for A318, A319, A320, A321 and A380 aircraft. Public transportation statistics The average amount of time people spend commuting with public transit in Hamburg, for example to and from work, on a weekday is 58 min. 16% of public transit riders, ride for more than two hours every day. The average amount of time people wait at a stop or station for public transit is 11 min, while 11% of riders wait for over 20 minutes on average every day. The average distance people usually ride in a single trip with public transit is 8.9 km, while 21% travel for over 12 km in a single direction. Utilities Electricity for Hamburg and Northern Germany is largely provided by Vattenfall Europe, formerly the state-owned Hamburgische Electricitäts-Werke. Vattenfall Europe used to operate the Brunsbüttel Nuclear Power Plant and Krümmel Nuclear Power Plant, both taken out of service as part of the nuclear power phase-out. In addition, E.ON operates the Brokdorf Nuclear Power Plant near Hamburg. There are also the coal-fired Wedel, Tiefstack and Moorburg CHP Plant, and the fuel-cell power plant in the HafenCity quarter. VERA Klärschlammverbrennung uses the biosolids of the Hamburg wastewater treatment plant; the Pumpspeicherwerk Geesthacht is a pump storage power plant and a solid waste combustion power station is Müllverwertung Borsigstraße. In June 2019 City of Hamburg introduced a law governing the phasing out of coal based thermal and electric energy production ("Kohleausstiegsgesetz"). This move was the result of negotiations between parliamentary parties and representatives of the popular petition Tschuess Kohle ("Goodbye Coal"). Hamburg Ministry for Environment and Energy in 2020 announced a partnership with Namibia, which is a potential supplier of woody biomass from encroacher bush as replacement of coal. Sports Hamburger SV is a football team playing in the 2. Bundesliga (as of 2018). The HSV was the oldest team of the Bundesliga, playing in the league since its beginning in 1963 until a change of results saw them relegated from the Bundesliga in 2018. HSV is a six-time German champion, a three-time German cup winner and triumphed in the European Cup in 1983, and has played in the group stages of the Champions League twice: in 2000–01 and in 2006–07. They play at the Volksparkstadion (average attendance in the 12–13 season was 52,916). In addition, FC St. Pauli was a second division football club that came in second place in the 2009–10 season and qualified to play alongside Hamburger SV in the first division for the first time since the 2001–02 season. St. Pauli's home games take place at the Millerntor-Stadion. The Hamburg Freezers represented Hamburg until 2016 in the DEL, the premier ice hockey league in Germany. HSV Handball represented Hamburg until 2016 in the German handball league. In 2007, HSV Handball won the European Cupwinners Cup. The Club won the league in the 2010–11 season and had an average attendance of 10.690 in the O2 World Hamburg the same year. The most recent success for the team was the EHF Champions League win in 2013. Since 2014, the club has suffered from economic problems and was almost not allowed the playing licence for the 2014–15 season. But due to economic support from the former club president/sponsor Andreas Rudolf the club was allowed the licence in the last minute. On 20 January 2016 however, their licence was removed due to violations following the continued economic struggles. In 2016–17, they were not allowed to play in the first or second league. The team lives on through their former second team (now their main team) in the third division (2016-2018) and in second division (since 2018). The BCJ Hamburg played in the Basketball Bundesliga from 1999 to 2001. Since then, teams from Hamburg have attempted to return to Germany's elite league. The recently founded Hamburg Towers have already established themselves as one of the main teams in Germany's second division ProA and aim to take on the heritage of the BCJ Hamburg. The Towers play their home games at the Inselparkhalle in Wilhelmsburg. Hamburg is the nation's field hockey capital and dominates the men's as well as the women's Bundesliga. Hamburg hosts many top teams such as Uhlenhorster Hockey Club, Harvesterhuder Hockey Club and Club An Der Alster. The Hamburg Warriors are one of Germany's top lacrosse clubs. The club has grown immensely in the last several years and includes at least one youth team, three men's, and two women's teams. The team participates in the Deutsch Lacrosse Verein. The Hamburg Warriors are part of the Harvestehuder Tennis- und Hockey-Club e.V (HTHC). Hamburg Blue Devils was one of the prominent American Football teams playing in German Football League before its exit in 2017. Hamburg Sea Devils is a team of European League of Football (ELF) which is a planned professional league, that is set to become the first fully professional league in Europe since the demise of NFL Europe. The Sea Devils will start playing games in June 2021. There are also the Hamburg Dockers, an Australian rules football club. The FC St. Pauli team dominates women's rugby in Germany. Other first-league teams include VT Aurubis Hamburg (Volleyball) and Hamburger Polo Club. There are also several minority sports clubs, including four cricket clubs. The Centre Court of the Tennis Am Rothenbaum venue, with a capacity of 13,200 people, is the largest in Germany. Hamburg also hosts equestrian events at Reitstadion Klein Flottbek (Deutsches Derby in jumping and dressage) and Horner Rennbahn (Deutsches Derby flat racing). Besides Hamburg owns the famous harness racing track "Trabrennbahn Bahrenfeld". The Hamburg Marathon is the biggest marathon in Germany after Berlin's. In 2008 23,230 participants were registered. World Cup events in cycling, the UCI ProTour competition EuroEyes Cyclassics, and the triathlon ITU World Cup event Hamburg City Man are also held in here. Volksparkstadion was used as a site for the 2006 World Cup. In 2010 UEFA held the final of the UEFA Europa League in the arena. Hamburg made a bid for the 2024 Olympic Games, but 51.7 percent of those city residents participating in a referendum in November 2015 voted against continuing Hamburg's bid to host the games. Meanwhile, Hamburg's partner city Kiel voted in favour of hosting the event, with almost 66 percent of all participants supporting the bid. Opponents of the bid had argued that hosting the 33rd Olympic Games would cost the city too much in public funds. Education The school system is managed by the Ministry of Schools and Vocational Training (Behörde für Schule und Berufsbildung). The system had approximately 191,148 students in 221 primary schools and 188 secondary schools in 2016. There are 32 public libraries in Hamburg. Nineteen universities are located in Hamburg, with about 100,589 university students in total, including 9,000 resident students. Six universities are public, including the largest, the University of Hamburg (Universität Hamburg) with the University Medical Center Hamburg-Eppendorf, the University of Music and Theatre, the Hamburg University of Applied Sciences, the HafenCity University Hamburg and the Hamburg University of Technology. Seven universities are private, like the Bucerius Law School, the Kühne Logistics University and the HSBA Hamburg School of Business Administration. The city has also smaller private colleges and universities, including many religious and special-purpose institutions, such as the Helmut Schmidt University (formerly the University of the Federal Armed Forces Hamburg). Hamburg is home to one of the oldest international schools in Germany, the International School of Hamburg. Twin towns – sister cities Hamburg is twinned with: Saint Petersburg, Russia (1957) Marseille, France (1958) Shanghai, China (1986) Dresden, Germany (1987) León, Nicaragua (1989) Osaka, Japan (1989) Prague, Czech Republic (1990) Chicago, United States (1994) Dar Es Salaam, Tanzania (2010) Notable people See also Novo Hamburgo References External links Hamburg Panorama-View City-states German state capitals Free imperial cities Members of the Hanseatic League NUTS 1 statistical regions of the European Union Port cities and towns in Germany Port cities and towns of the North Sea Populated places established in the 9th century States of the German Confederation States of the German Empire States of the North German Confederation States of the Weimar Republic Hanseatic Cities States of Germany
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Hippocrates of Kos (; ; ), also known as Hippocrates II, was a Greek physician of the classical period who is considered one of the most outstanding figures in the history of medicine. He is traditionally referred to as the "Father of Medicine" in recognition of his lasting contributions to the field, such as the use of prognosis and clinical observation, the systematic categorization of diseases, or the formulation of humoural theory. The Hippocratic school of medicine revolutionized ancient Greek medicine, establishing it as a discipline distinct from other fields with which it had traditionally been associated (theurgy and philosophy), thus establishing medicine as a profession. However, the achievements of the writers of the Hippocratic Corpus, the practitioners of Hippocratic medicine, and the actions of Hippocrates himself were often conflated; thus very little is known about what Hippocrates actually thought, wrote, and did. Hippocrates is commonly portrayed as the paragon of the ancient physician and credited with coining the Hippocratic Oath, which is still relevant and in use today. He is also credited with greatly advancing the systematic study of clinical medicine, summing up the medical knowledge of previous schools, and prescribing practices for physicians through the Hippocratic Corpus and other works. Biography Historians agree that Hippocrates was born around the year 460 BC on the Greek island of Kos; other biographical information, however, is likely to be untrue. Soranus of Ephesus, a 2nd-century Greek physician, was Hippocrates' first biographer and is the source of most personal information about him. Later biographies are in the Suda of the 10th century AD, and in the works of John Tzetzes, which date from the 12th century AD. Hippocrates is mentioned in passing in the writings of two contemporaries: Plato, in Protagoras and Phaedrus, and Aristotle's Politics, which date from the 4th century BC. Soranus wrote that Hippocrates' father was Heraclides, a physician, and his mother was Praxitela, daughter of Tizane. The two sons of Hippocrates, Thessalus and Draco, and his son-in-law, Polybus, were his students. According to Galen, a later physician, Polybus, was Hippocrates' true successor, while Thessalus and Draco each had a son named Hippocrates (Hippocrates III and IV). Soranus said that Hippocrates learned medicine from his father and grandfather (Hippocrates I), and studied other subjects with Democritus and Gorgias. Hippocrates was probably trained at the asklepieion of Kos, and took lessons from the Thracian physician Herodicus of Selymbria. Plato mentions Hippocrates in two of his dialogues: in Protagoras, Plato describes Hippocrates as "Hippocrates of Kos, the Asclepiad"; while in Phaedrus, Plato suggests that "Hippocrates the Asclepiad" thought that a complete knowledge of the nature of the body was necessary for medicine. Hippocrates taught and practiced medicine throughout his life, traveling at least as far as Thessaly, Thrace, and the Sea of Marmara. Several different accounts of his death exist. He died, probably in Larissa, at the age of 83, 85 or 90, though some say he lived to be well over 100. Hippocratic theory Hippocrates is credited with being the first person to believe that diseases were caused naturally, not because of superstition and gods. Hippocrates was credited by the disciples of Pythagoras of allying philosophy and medicine. He separated the discipline of medicine from religion, believing and arguing that disease was not a punishment inflicted by the gods but rather the product of environmental factors, diet, and living habits. Indeed there is not a single mention of a mystical illness in the entirety of the Hippocratic Corpus. However, Hippocrates did work with many convictions that were based on what is now known to be incorrect anatomy and physiology, such as Humorism. Ancient Greek schools of medicine were split (into the Knidian and Koan) on how to deal with disease. The Knidian school of medicine focused on diagnosis. Medicine at the time of Hippocrates knew almost nothing of human anatomy and physiology because of the Greek taboo forbidding the dissection of humans. The Knidian school consequently failed to distinguish when one disease caused many possible series of symptoms. The Hippocratic school or Koan school achieved greater success by applying general diagnoses and passive treatments. Its focus was on patient care and prognosis, not diagnosis. It could effectively treat diseases and allowed for a great development in clinical practice. Hippocratic medicine and its philosophy are far removed from that of modern medicine. Now, the physician focuses on specific diagnosis and specialized treatment, both of which were espoused by the Knidian school. This shift in medical thought since Hippocrates' day has caused serious criticism over their denunciations; for example, the French doctor M. S. Houdart called the Hippocratic treatment a "meditation upon death". Analogies have been drawn between Thucydides' historical method and the Hippocratic method, in particular the notion of "human nature" as a way of explaining foreseeable repetitions for future usefulness, for other times or for other cases. Crisis An important concept in Hippocratic medicine was that of a crisis, a point in the progression of disease at which either the illness would begin to triumph and the patient would succumb to death, or the opposite would occur and natural processes would make the patient recover. After a crisis, a relapse might follow, and then another deciding crisis. According to this doctrine, crises tend to occur on critical days, which were supposed to be a fixed time after the contraction of a disease. If a crisis occurred on a day far from a critical day, a relapse might be expected. Galen believed that this idea originated with Hippocrates, though it is possible that it predated him. Hippocratic medicine was humble and passive. The therapeutic approach was based on "the healing power of nature" ("vis medicatrix naturae" in Latin). According to this doctrine, the body contains within itself the power to re-balance the four humours and heal itself (physis). Hippocratic therapy focused on simply easing this natural process. To this end, Hippocrates believed "rest and immobilization [were] of capital importance". In general, the Hippocratic medicine was very kind to the patient; treatment was gentle, and emphasized keeping the patient clean and sterile. For example, only clean water or wine were ever used on wounds, though "dry" treatment was preferable. Soothing balms were sometimes employed. Hippocrates was reluctant to administer drugs and engage in specialized treatment that might prove to be wrongly chosen; generalized therapy followed a generalized diagnosis. Generalized treatments he prescribed include fasting and the consumption of a mix of honey and vinegar. Hippocrates once said that "to eat when you are sick, is to feed your sickness". However, potent drugs were used on certain occasions. This passive approach was very successful in treating relatively simple ailments such as broken bones which required traction to stretch the skeletal system and relieve pressure on the injured area. The Hippocratic bench and other devices were used to this end. One of the strengths of Hippocratic medicine was its emphasis on prognosis. At Hippocrates' time, medicinal therapy was quite immature, and often the best thing that physicians could do was to evaluate an illness and predict its likely progression based upon data collected in detailed case histories. Professionalism Hippocratic medicine was notable for its strict professionalism, discipline, and rigorous practice. The Hippocratic work On the Physician recommends that physicians always be well-kempt, honest, calm, understanding, and serious. The Hippocratic physician paid careful attention to all aspects of his practice: he followed detailed specifications for, "lighting, personnel, instruments, positioning of the patient, and techniques of bandaging and splinting" in the ancient operating room. He even kept his fingernails to a precise length. The Hippocratic School gave importance to the clinical doctrines of observation and documentation. These doctrines dictate that physicians record their findings and their medicinal methods in a very clear and objective manner, so that these records may be passed down and employed by other physicians. Hippocrates made careful, regular note of many symptoms including complexion, pulse, fever, pains, movement, and excretions. He is said to have measured a patient's pulse when taking a case history to discover whether the patient was lying. Hippocrates extended clinical observations into family history and environment. "To him medicine owes the art of clinical inspection and observation." Direct contributions to medicine Hippocrates and his followers were first to describe many diseases and medical conditions. He is given credit for the first description of clubbing of the fingers, an important diagnostic sign in chronic lung disease, lung cancer and cyanotic heart disease. For this reason, clubbed fingers are sometimes referred to as "Hippocratic fingers". Hippocrates was also the first physician to describe Hippocratic face in Prognosis. Shakespeare famously alludes to this description when writing of Falstaff's death in Act II, Scene iii. of Henry V. Hippocrates began to categorize illnesses as acute, chronic, endemic and epidemic, and use terms such as, "exacerbation, relapse, resolution, crisis, paroxysm, peak, and convalescence." Another of Hippocrates' major contributions may be found in his descriptions of the symptomatology, physical findings, surgical treatment and prognosis of thoracic empyema, i.e. suppuration of the lining of the chest cavity. His teachings remain relevant to present-day students of pulmonary medicine and surgery. Hippocrates was the first documented chest surgeon and his findings and techniques, while crude, such as the use of lead pipes to drain chest wall abscess, are still valid. The Hippocratic school of medicine described well the ailments of the human rectum and the treatment thereof, despite the school's poor theory of medicine. Hemorrhoids, for instance, though believed to be caused by an excess of bile and phlegm, were treated by Hippocratic physicians in relatively advanced ways. Cautery and excision are described in the Hippocratic Corpus, in addition to the preferred methods: ligating the hemorrhoids and drying them with a hot iron. Other treatments such as applying various salves are suggested as well. Today, "treatment [for hemorrhoids] still includes burning, strangling, and excising." Also, some of the fundamental concepts of proctoscopy outlined in the Corpus are still in use. For example, the uses of the rectal speculum, a common medical device, are discussed in the Hippocratic Corpus. This constitutes the earliest recorded reference to endoscopy. Hippocrates often used lifestyle modifications such as diet and exercise to treat diseases such as diabetes, what is today called lifestyle medicine. Two popular but likely misquoted attributions to Hippocrates are "Let food be your medicine, and medicine be your food" and "Walking is man's best medicine". Both appear to be misquotations, and their exact origins remain unknown. In 2017, researchers claimed that, while conducting restorations on the Saint Catherine's Monastery in South Sinai, they found a manuscript which contains a medical recipe of Hippocrates. The manuscript also contains three recipes with pictures of herbs that were created by an anonymous scribe. Hippocratic Corpus The Hippocratic Corpus (Latin: Corpus Hippocraticum) is a collection of around seventy early medical works collected in Alexandrian Greece. It is written in Ionic Greek. The question of whether Hippocrates himself was the author of any of the treatises in the corpus has not been conclusively answered, but current debate revolves around only a few of the treatises seen as potentially authored by him. Because of the variety of subjects, writing styles and apparent date of construction, the Hippocratic Corpus could not have been written by one person (Ermerins numbers the authors at nineteen). The corpus came to be known by his name because of his fame, possibly all medical works were classified under 'Hippocrates' by a librarian in Alexandria. The volumes were probably produced by his students and followers. The Hippocratic Corpus contains textbooks, lectures, research, notes and philosophical essays on various subjects in medicine, in no particular order. These works were written for different audiences, both specialists and laymen, and were sometimes written from opposing viewpoints; significant contradictions can be found between works in the Corpus. Notable among the treatises of the Corpus are The Hippocratic Oath; The Book of Prognostics; On Regimen in Acute Diseases; Aphorisms; On Airs, Waters and Places; Instruments of Reduction; On The Sacred Disease; etc. Hippocratic Oath The Hippocratic Oath, a seminal document on the ethics of medical practice, was attributed to Hippocrates in antiquity although new information shows it may have been written after his death. This is probably the most famous document of the Hippocratic Corpus. Recently the authenticity of the document's author has come under scrutiny. While the Oath is rarely used in its original form today, it serves as a foundation for other, similar oaths and laws that define good medical practice and morals. Such derivatives are regularly taken today by medical graduates about to enter medical practice. Legacy Although Hippocrates neither founded the school of medicine named after him, nor wrote most of the treatises attributed to him, he is traditionally regarded as the "Father of Medicine". His contributions revolutionized the practice of medicine; but after his death the advancement stalled. So revered was Hippocrates that his teachings were largely taken as too great to be improved upon and no significant advancements of his methods were made for a long time. The centuries after Hippocrates' death were marked as much by retrograde movement as by further advancement. For instance, "after the Hippocratic period, the practice of taking clinical case-histories died out," according to Fielding Garrison. After Hippocrates, another significant physician was Galen, a Greek who lived from AD 129 to AD 200. Galen perpetuated the tradition of Hippocratic medicine, making some advancements, but also some regressions. In the Middle Ages, the Islamic world adopted Hippocratic methods and developed new medical technologies. After the European Renaissance, Hippocratic methods were revived in western Europe and even further expanded in the 19th century. Notable among those who employed Hippocrates' rigorous clinical techniques were Thomas Sydenham, William Heberden, Jean-Martin Charcot and William Osler. Henri Huchard, a French physician, said that these revivals make up "the whole history of internal medicine." Image According to Aristotle's testimony, Hippocrates was known as "The Great Hippocrates". Concerning his disposition, Hippocrates was first portrayed as a "kind, dignified, old country doctor" and later as "stern and forbidding". He is certainly considered wise, of very great intellect and especially as very practical. Francis Adams describes him as "strictly the physician of experience and common sense." His image as the wise, old doctor is reinforced by busts of him, which wear large beards on a wrinkled face. Many physicians of the time wore their hair in the style of Jove and Asklepius. Accordingly, the busts of Hippocrates that have been found could be only altered versions of portraits of these deities. Hippocrates and the beliefs that he embodied are considered medical ideals. Fielding Garrison, an authority on medical history, stated, "He is, above all, the exemplar of that flexible, critical, well-poised attitude of mind, ever on the lookout for sources of error, which is the very essence of the scientific spirit." "His figure... stands for all time as that of the ideal physician," according to A Short History of Medicine, inspiring the medical profession since his death. Legends The Travels of Sir John Mandeville reports (incorrectly) that Hippocrates was the ruler of the islands of "Kos and Lango" [sic], and recounts a legend about Hippocrates' daughter. She was transformed into a hundred-foot long dragon by the goddess Diana, and is the "lady of the manor" of an old castle. She emerges three times a year, and will be turned back into a woman if a knight kisses her, making the knight into her consort and ruler of the islands. Various knights try, but flee when they see the hideous dragon; they die soon thereafter. This is a version of the legend of Melusine. Genealogy Hippocrates' legendary genealogy traces his paternal heritage directly to Asklepius and his maternal ancestry to Heracles. According to Tzetzes's Chiliades, the ahnentafel of Hippocrates II is: 1. Hippocrates II. 2. Heraclides 4. Hippocrates I. 8. Gnosidicus 16. 32. Sostratus III. 64. Theodorus II. 128. Sostratus, II. 256. Thedorus 512. Cleomyttades 1024. Crisamis 2048. Dardanus 4096. Sostratus 8192. Hippolochus 16384. Podalirius 32768. Asklepius Namesakes Some clinical symptoms and signs have been named after Hippocrates as he is believed to be the first person to describe those. Hippocratic face is the change produced in the countenance by death, or long sickness, excessive evacuations, excessive hunger, and the like. Clubbing, a deformity of the fingers and fingernails, is also known as Hippocratic fingers. Hippocratic succussion is the internal splashing noise of hydropneumothorax or pyopneumothorax. Hippocratic bench (a device which uses tension to aid in setting bones) and Hippocratic cap-shaped bandage are two devices named after Hippocrates. Hippocratic Corpus and Hippocratic Oath are also his namesakes. Risus sardonicus, a sustained spasming of the face muscles may also be termed the Hippocratic Smile. The most severe form of hair loss and baldness is called the Hippocratic form. In the modern age, a lunar crater has been named Hippocrates. The Hippocratic Museum, a museum on the Greek island of Kos is dedicated to him. The Hippocrates Project is a program of the New York University Medical Center to enhance education through use of technology. Project Hippocrates (an acronym of "HIgh PerfOrmance Computing for Robot-AssisTEd Surgery") is an effort of the Carnegie Mellon School of Computer Science and Shadyside Medical Center, "to develop advanced planning, simulation, and execution technologies for the next generation of computer-assisted surgical robots." Both the Canadian Hippocratic Registry and American Hippocratic Registry are organizations of physicians who uphold the principles of the original Hippocratic Oath as inviolable through changing social times. See also Hippocrates Prize for Poetry and Medicine Notes References . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Further reading . Craik, Elizabeth M. (ed., trans., comm.), The Hippocratic Treatise On glands (Leiden; Boston: Brill, 2009) (Studies in ancient medicine, 36). Enache, Cătălin (2019), Ontology and Meteorology in Hippocrates''' On Regimen, Mnemosyne 72 (2), 173-96. . . . Pliny the Elder, Natural History: Book XXIX.'', translated by John Bostock. See original text in Perseus program. online free to borrow External links Works by Hippocrates at the Corpus Medicorum Graecorum The Harvard Classics Volume 38 with "The Oath of Hippocrates", project gutenberg Hippocrates collection, full works in English, at One More Library Hippocrates entry in the Internet Encyclopedia of Philosophy First printed editions of the Hippocratic Collection at the Bibliothèque Interuniversitaire de Médecine of Paris (BIUM) studies and digitized texts by the BIUM (Bibliothèque interuniversitaire de médecine et d'odontologie, Paris) see its digital library Medic@. List of works by Hippocrates, with digitized editions, manuscripts and translations. 460s BC births 370s BC deaths 5th-century BC Greek physicians 4th-century BC Greek physicians Ancient Greek science writers Ancient Greeks in Thessaly Ancient Koans Classical humanists Ionic Greek writers Longevity myths Year of birth uncertain Year of death uncertain
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A partial list of Roman place names in Great Britain. This list includes only names documented from Roman times. For a more complete list including later Latin names, see List of Latin place names in Britain. The early sources for Roman names show numerous variants and misspellings of the Latin names. Moreover, one of the principal authorities, Ptolemy, wrote in Greek so names that he records need to be transliterated back into Latin to reveal the original form. Note that in general only one source is shown below for each name, although many of the names are recorded in more than one of the sources. Lists Geographic regions Settlement names See also List of Latin place names in Britain List of Latin place names in Continental Europe and Ireland Latin names of cities Latin names of regions Latin names of European countries History of Britain History of Ireland Roman sites in the United Kingdom United Nations Group of Experts on Geographical Names Primary sources AI: The Antonine Itinerary P: Ptolemy's Geography RC: The Ravenna Cosmography T: Tacitus's On the Life and Character of Julius Agricola. SP: Confession of St. Patrick ND: Notitia Dignitatum References A.L.F. Rivet and Colin Smith, The place-names of Roman Britain. London, 1979 (reprinted by Book Club Associates, 1981) "Britannia in the Ravenna Cosmography". www.kmatthews.org.uk. Retrieved 27 April 2020 "The Antonine Itinerary". roadsofromanbritain.org. Retrieved 27 April 2020 "Ptolemy's Geography - Book II, Chapter 2". penelope.uchicago.edu. Retrieved 27 April 2020. External links Dr. J. G. Th. Grässe, Orbis Latinus: Lexikon lateinischer geographischer Namen des Mittelalters und der Neuzeit, online at the Bavarian State Library Grässe, Orbis Latinus, online at Columbia University Interpreter List of Roman Place names in Great Britain and Ireland Roman Britain Roman place names Britain Britain, Roman Britain Roman Place names Britain pt:Topónimos romanos no Reino Unido
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A hate crime (also known as a bias-motivated crime or bias crime) is a prejudice-motivated crime which occurs when a perpetrator targets a victim because of their membership (or perceived membership) of a certain social group or racial demographic. Examples of such groups can include, and are almost exclusively limited to ethnicity, disability, language, nationality, physical appearance, religion, gender identity or sexual orientation. Non-criminal actions that are motivated by these reasons are often called "bias incidents". "Hate crime" generally refers to criminal acts which are seen to have been motivated by bias against one or more of the social groups listed above, or by bias against their derivatives. Incidents may involve physical assault, homicide, damage to property, bullying, harassment, verbal abuse (which includes slurs) or insults, mate crime or offensive graffiti or letters (hate mail). A hate crime law is a law intended to deter bias-motivated violence. Hate crime laws are distinct from laws against hate speech: hate crime laws enhance the penalties associated with conduct which is already criminal under other laws, while hate speech laws criminalize a category of speech. Due to the COVID-19 pandemic, the violence against people of Asian origin significantly increased on the background of accusation of spreading the virus. In May 2020, the Polish-based “NEVER AGAIN” Association published its report titled “The Virus of Hate: The Brown Book of Epidemic”, that documented numerous acts of racism, xenophobia and discrimination that occurred in the wake of coronavirus pandemic, as well as cases of spreading hate speech and conspiracy theories about the epidemic by the Alternative Right (Alt-Right). History The term "hate crime" came into common usage in the United States during the 1980s, but it is often used retrospectively in order to describe events which occurred prior to that era. From the Roman persecution of Christians to the Nazi slaughter of Jews, hate crimes were committed by individuals as well as governments long before the term was commonly used. A major part of defining crimes as hate crimes is determining that they have been committed against members of historically oppressed groups. As Europeans began to colonize the world from the 16th century onwards, indigenous peoples in the colonized areas, such as Native Americans, increasingly became the targets of bias-motivated intimidation and violence. During the past two centuries, typical examples of hate crimes in the U.S. include lynchings of African Americans, largely in the South, and lynchings of Mexicans and Chinese in the West; cross burnings in order to intimidate black activists or drive black families out of predominantly white neighborhoods both during and after Reconstruction; assaults on lesbian, gay, bisexual and transgender people; the painting of swastikas on Jewish synagogues; and xenophobic responses to a variety of minority ethnic groups. The verb "to lynch" is attributed to the actions of Charles Lynch, an 18th-century Virginia Quaker. Lynch, other militia officers, and justices of the peace rounded up Tory sympathizers who were given a summary trial at an informal court; sentences which were handed down included whipping, property seizure, coerced pledges of allegiance, and conscription into the military. Originally, the term referred to the extrajudicial organized but unauthorized punishment of criminals. It later evolved to describe executions which were committed outside "ordinary justice". It is highly associated with white suppression of African Americans in the South, and periods of weak or nonexistent police authority, as in certain frontier areas of the Old West. Psychological effects Hate crimes can have significant and wide-ranging psychological consequences, not only for their direct victims but for others as well. A 1999 U.S. study of lesbian and gay victims of violent hate crimes documented that they experienced higher levels of psychological distress, including symptoms of depression and anxiety, than lesbian and gay victims of comparable crimes which were not motivated by antigay bias. A manual issued by the Attorney-General of the Province of Ontario in Canada lists the following consequences: Impact on the individual victim psychological and affective disturbances; repercussions on the victim's identity and self-esteem; both reinforced by a specific hate crime's degree of violence, which is usually stronger than that of a common crime. Effect on the targeted group generalized terror in the group to which the victim belongs, inspiring feelings of vulnerability among its other members, who could be the next hate crime victims. Effect on other vulnerable groups ominous effects on minority groups or on groups that identify themselves with the targeted group, especially when the referred hate is based on an ideology or a doctrine that preaches simultaneously against several groups. Effect on the community as a whole divisions and factionalism arising in response to hate crimes are particularly damaging to multicultural societies. Hate crime victims can also develop depression and psychological trauma. A review of European and American research indicates that terrorist bombings cause Islamophobia and hate crimes to flare up but, in calmer times, they subside again, although to a relatively high level. Terrorists' most persuasive message is that of fear; a primary and strong emotion, fear increases risk estimates and has distortive effects on the perception of ordinary Muslims. Widespread Islamophobic prejudice seems to contribute to anti-Muslim hate crimes, but indirectly; terrorist attacks and intensified Islamophobic prejudice serve as a window of opportunity for extremist groups and networks. Motivation Sociologists Jack McDevitt and Jack Levin's 2002 study into the motives for hate crimes found four motives, and reported that "thrill-seeking" accounted for 66 ercent of all hate crimes overall in the United States: Thrill-seeking – perpetrators engage in hate crimes for excitement and drama. Often, there is no greater purpose behind the crimes, with victims being vulnerable because they have an ethnic, religious, sexual or gender background that differs from their attackers. While the actual animosity present in such a crime can be quite low, thrill-seeking crimes were determined to often be dangerous, with 70 percent of thrill-seeking hate crimes studied involving physical attacks. Defensive – perpetrators engage in hate crimes out of a belief they are protecting their communities. Often, these are triggered by a certain background event. Perpetrators believe society supports their actions but is too afraid to act and thus they believe they have communal assent in their actions. Retaliatory – perpetrators engage in hate crimes out of a desire for revenge. This can be in response to precieved personal slights, other hate crimes or terrorism. The "avengers" target members of a group whom they believe committed the original crime, even if the victims had nothing to do with it. These kinds of hate crimes are a common occurrence after terrorist attacks. Mission offenders – perpetrators engage in hate crimes out of ideological reasons. They consider themselves to be crusaders, often for a religious or racial cause. They may write complex explanations for their views and target symbolically important sites, trying to maximize damage. They believe that there is no other way to accomplish their goals, which they consider to be justification for excessive violence against innocents. This kind of hate crime often overlaps with terrorism, and is considered by the FBI to be both the rarest and deadliest form of hate crime. Laws Hate crime laws generally fall into one of several categories: laws defining specific bias-motivated acts as distinct crimes; criminal penalty-enhancement laws; laws creating a distinct civil cause of action for hate crimes; and laws requiring administrative agencies to collect hate crime statistics. Sometimes (as in Bosnia and Herzegovina), the laws focus on war crimes, genocide, and crimes against humanity with the prohibition against discriminatory action limited to public officials. Europe and Asia Council of Europe Since 2006, with the Additional Protocol to the Convention on Cybercrime, most signatories to that Convention – mostly members of the Council of Europe – committed to punish as a crime racist and xenophobic hate speech done through the internet. Andorra Discriminatory acts constituting harassment or infringement of a person's dignity on the basis of origin, citizenship, race, religion, or gender (Penal Code Article 313). Courts have cited bias-based motivation in delivering sentences, but there is no explicit penalty enhancement provision in the Criminal Code. The government does not track hate crime statistics, although they are relatively rare. Armenia Armenia has a penalty-enhancement statute for crimes with ethnic, racial, or religious motives (Criminal Code Article 63). Austria Austria has a penalty-enhancement statute for reasons like repeating a crime, being especially cruel, using others' helpless states, playing a leading role in a crime, or committing a crime with racist, xenophobic or especially reprehensible motivation (Penal Code section 33(5)). Austria is a party to the Convention on Cybercrime, but not the Additional Protocol. Azerbaijan Azerbaijan has a penalty-enhancement statute for crimes motivated by racial, national, or religious hatred (Criminal Code Article 61). Murder and infliction of serious bodily injury motivated by racial, religious, national, or ethnic intolerance are distinct crimes (Article 111). Azerbaijan is a party to the Convention on Cybercrime, but not the Additional Protocol. Belarus Belarus has a penalty-enhancement statute for crimes motivated by racial, national, and religious hatred and discord. Belgium Belgium's Act of 25 February 2003 ("aimed at combating discrimination and modifying the Act of 15 February 1993 which establishes the Centre for Equal Opportunities and the Fight against Racism") establishes a penalty-enhancement for crimes involving discrimination on the basis of gender, supposed race, color, descent, national or ethnic origin, sexual orientation, civil status, birth, fortune, age, religious or philosophical beliefs, current or future state of health and handicap or physical features. The Act also "provides for a civil remedy to address discrimination." The Act, along with the Act of 20 January 2003 ("on strengthening legislation against racism"), requires the centre to collect and publish statistical data on racism and discriminatory crimes. Belgium is a party to the Convention on Cybercrime, but not the Additional Protocol. Bosnia and Herzegovina The Criminal Code of Bosnia and Herzegovina (enacted 2003) "contains provisions prohibiting discrimination by public officials on grounds, inter alia, of race, skin colour, national or ethnic background, religion and language and prohibiting the restriction by public officials of the language rights of the citizens in their relations with the authorities (Article 145/1 and 145/2)." Bulgaria Bulgarian criminal law prohibits certain crimes motivated by racism and xenophobia, but a 1999 report by the European Commission against Racism and Intolerance found that it does not appear that those provisions "have ever resulted in convictions before the courts in Bulgaria." Croatia The Croatian Penal Code explicitly defines hate crime in article 89 as "any crime committed out of hatred for someone's race, skin color, sex, sexual orientation, language, religion, political or other belief, national or social background, asset, birth, education, social condition, age, health condition or other attribute". On 1 January 2013, a new Penal Code was introduced with the recognition of a hate crime based on "race, skin color, religion, national or ethnic background, sexual orientation or gender identity". Czech Republic The Czech legislation finds its constitutional basis in the principles of equality and non-discrimination contained in the Charter of Fundamental Rights and Basic Freedoms. From there, we can trace two basic lines of protection against hate-motivated incidents: one passes through criminal law, the other through civil law. The current Czech criminal legislation has implications both for decisions about guilt (affecting the decision whether to find a defendant guilty or not guilty) and decisions concerning sentencing (affecting the extent of the punishment imposed). It has three levels, to wit: a circumstance determining whether an act is a crime – hate motivation is included in the basic constituent elements. If hate motivation is not proven, a conviction for a hate crime is not possible. a circumstance determining the imposition of a higher penalty – hate motivation is included in the qualified constituent elements for some types of crimes (murder, bodily harm). If hate motivation is not proven, the penalty is imposed according to the scale specified for the basic constituent elements of the crime. general aggravating circumstance – the court is obligated to take the hate motivation into account as a general aggravating circumstance and determines the amount of penalty to impose. Nevertheless, it is not possible to add together a general aggravating circumstance and a circumstance determining the imposition of a higher penalty. (see Annex for details) Current criminal legislation does not provide for special penalties for acts that target another by reason of his sexual orientation, age or health status. Only the constituent elements of the criminal offence of Incitement to hatred towards a group of persons or to the curtailment of their rights and freedoms and general aggravating circumstances include attacking a so-called different group of people. Such a group of people can then, of course, be also defined by sexual orientation, age or health status. A certain disparity has thus been created between, on the one hand, those groups of people who are victimized by reason of their skin color, faith, nationality, ethnicity or political persuasion and enjoy increased protection, and, on the other hand, those groups that are victimized by reason of their sexual orientation, age or health status and are not granted increased protection. This gap in protection against attacks motivated by the victim's sexual orientation, age or health status cannot be successfully bridged by interpretation. Interpretation by analogy is inadmissible in criminal law, sanctionable motivations being exhaustively enumerated. Denmark Although Danish law does not include explicit hate crime provisions, "section 80(1) of the Criminal Code instructs courts to take into account the gravity of the offence and the offender's motive when meting out penalty, and therefore to attach importance to the racist motive of crimes in determining sentence." In recent years judges have used this provision to increase sentences on the basis of racist motives. Since 1992, the Danish Civil Security Service (PET) has released statistics on crimes with apparent racist motivation. Estonia Under section 151 of the Criminal Code of Estonia of 6 June 2001, which entered into force on 1 September 2002, with amendments and supplements and as amended by the Law of 8 December 2011, "activities which publicly incite to hatred, violence or discrimination on the basis of nationality, race, colour, sex, language, origin, religion, sexual orientation, political opinion, or financial or social status, if this results in danger to the life, health or property of a person, are punishable by a fine of up to 300 fine units or by detention". Finland Finnish Criminal Code 515/2003 (enacted 31 January 2003) makes "committing a crime against a person, because of his national, racial, ethnical or equivalent group" an aggravating circumstance in sentencing. In addition, ethnic agitation () is criminalized and carries a fine or a prison sentence of not more than two years. The prosecution need not prove that an actual danger to an ethnic group is caused but only that malicious message is conveyed. A more aggravated hate crime, warmongering (), carries a prison sentence of one to ten years. However, in case of warmongering, the prosecution must prove an overt act that evidently increases the risk that Finland is involved in a war or becomes a target for a military operation. The act in question may consist of illegal violence directed against a foreign country or its citizens, systematic dissemination of false information on Finnish foreign policy or defense public influence on the public opinion towards a pro-war viewpoint or public suggestion that a foreign country or Finland should engage in an aggressive act. France In 2003, France enacted penalty-enhancement hate crime laws for crimes motivated by bias against the victim's actual or perceived ethnicity, nation, race, religion, or sexual orientation. The penalties for murder were raised from 30 years (for non-hate crimes) to life imprisonment (for hate crimes), and the penalties for violent attacks leading to permanent disability were raised from 10 years (for non-hate crimes) to 15 years (for hate crimes). Georgia "There is no general provision in Georgian law for racist motivation to be considered an aggravating circumstance in prosecutions of ordinary offenses. Certain crimes involving racist motivation are, however, defined as specific offenses in the Georgian Criminal Code of 1999, including murder motivated by racial, religious, national or ethnic intolerance (article 109); infliction of serious injuries motivated by racial, religious, national or ethnic intolerance (article 117); and torture motivated by racial, religious, national or ethnic intolerance (article 126). ECRI reported no knowledge of cases in which this law has been enforced. There is no systematic monitoring or data collection on discrimination in Georgia." Germany The German Criminal Code does not have hate crime legislation, instead, it criminalizes hate speech under a number of different laws, including Volksverhetzung. In the German legal framework motivation is not taken into account while identifying the element of the offence. However, within the sentencing procedure the judge can define certain principles for determining punishment. In section 46 of the German Criminal Code it is stated that "the motives and aims of the perpetrator; the state of mind reflected in the act and the willfulness involved in its commission" can be taken into consideration when determining the punishment; under this statute, hate and bias have been taken into consideration in sentencing in past cases. Hate crimes are not specifically tracked by German police, but have been studied separately: a recently published EU "Report on Racism" finds that racially motivated attacks are frequent in Germany, identifying 18,142 incidences for 2006, of which 17,597 were motivated by right-wing ideologies, both about a 14% year-by-year increase. Relative to the size of the population, this represents an eightfold higher rate of hate crimes than reported in the US during the same period. Awareness of hate crimes in Germany remains low. Greece Article Law 927/1979 "Section 1,1 penalises incitement to discrimination, hatred or violence towards individuals or groups because of their racial, national or religious origin, through public written or oral expressions; Section 1,2 prohibits the establishment of, and membership in, organisations which organise propaganda and activities aimed at racial discrimination; Section 2 punishes public expression of offensive ideas; Section 3 penalises the act of refusing, in the exercise of one's occupation, to sell a commodity or to supply a service on racial grounds." Public prosecutors may press charges even if the victim does not file a complaint. However, as of 2003, no convictions had been attained under the law. Hungary Violent action, cruelty, and coercion by threat made on the basis of the victim's actual or perceived national, ethnic, religious status or membership in a particular social group are punishable under article 174/B of the Hungarian Criminal Code. This article was added to the Code in 1996. Hungary is a party to the Convention on Cybercrime, but not the Additional Protocol. Iceland Section 233a of the Icelandic Penal Code states "Anyone who in a ridiculing, slanderous, insulting, threatening or any other manner publicly abuses a person or a group of people on the basis of their nationality, skin colour, race, religion or sexual orientation, shall be fined or jailed for up to two years." Iceland is a party to the Convention on Cybercrime, but not the Additional Protocol. India India does not have any specific laws governing hate crimes in general other than hate speech which is covered under the Indian Penal Code. Ireland The Prohibition of Incitement to Hatred Act 1989 created the offence of inciting hatred against a group of persons on account of their race, colour, nationality, religion, ethnic or national origins, membership of the Traveller community (an indigenous minority group), or sexual orientation. Ireland does not systematically collect hate crime data. Italy Italian criminal law, at Section 3 of Law No. 205/1993, the so-called Legge Mancino (Mancino law), contains a penalty-enhancement provision for all crimes motivated by racial, ethnic, national, or religious bias. Italy is a party to the Convention on Cybercrime, but not the Additional Protocol. Kazakhstan In Kazakhstan, there are constitutional provisions prohibiting propaganda promoting racial or ethnic superiority. Kyrgyzstan In Kyrgyzstan, "the Constitution of the State party prohibits any kind of discrimination on grounds of origin, sex, race, nationality, language, faith, political or religious convictions or any other personal or social trait or circumstance, and that the prohibition against racial discrimination is also included in other legislation, such as the Civil, Penal and Labour Codes." Article 299 of the Criminal Code defines incitement to national, racist, or religious hatred as a specific offense. This article has been used in political trials of suspected members of the banned organization Hizb-ut-Tahrir. Russia Article 29 of Constitution of the Russian Federation bans incitement to riot for the sake of stirring societal, racial, ethnic, and religious hatred as well as the promotion of the superiority of the same. Article 282 of the Criminal code further includes protections against incitement of hatred (including gender) via various means of communication, instilling criminal penalties including fines and imprisonment. Although a member of the Council of Europe, Russia is not a party to the Convention on Cybercrime. Spain Article 22(4) of the Spanish Penal Code includes a penalty-enhancement provision for crimes motivated by bias against the victim's ideology, beliefs, religion, ethnicity, race, nationality, gender, sexual orientation, illness or disability. On 14 May 2019, the Spanish Attorney General distributed a circular instructing on the interpretation of hate crime law. This new interpretation includes nazis as a collective that can be protected under this law. Although a member of the Council of Europe, Spain is not a party to the Convention on Cybercrime. Sweden Article 29 of the Swedish Penal Code includes a penalty-enhancement provision for crimes motivated by bias against the victim's race, color, nationality, ethnicity, sexual orientation, religion, or "other similar circumstance" of the victim. Ukraine The constitution of Ukraine guarantees protection against hate crime: Article 10: "In Ukraine, free development, use and protection of Russian and other languages of ethnic minorities of Ukraine are guaranteed". Article 11: "The State shall promote the development of the ethnic, cultural, linguistic and religious identity of all indigenous peoples and ethnic minorities of Ukraine". Article 24 :"There can be no privileges or restrictions on the grounds of race, color of the skin, political, religious or other beliefs, sex, ethnic or social origin, property status, place of residence, language or other grounds". Under the Criminal Codex, crimes committed because of hatred are hate crimes and carry increased punishment in many articles of the criminal law. There are also separate articles on punishment for a hate crime. Article 161: "Violations of equality of citizens depending on their race, ethnicity, religious beliefs, disability and other grounds: Intentional acts aimed at incitement to ethnic, racial or religious hatred and violence, to demean the ethnic honor and dignity, or to repulse citizens' feelings due to their religious beliefs, as well as direct or indirect restriction of rights or the establishment of direct or indirect privileges of citizens on the grounds of race, color, political, religious or other beliefs, sex, disability, ethnic or social origin, property status, place of residence, language or other grounds" (maximum criminal sentence of up to 8 years in prison). Article 300: "Importation, manufacture or distribution of literature and other media promoting a cult of violence and cruelty, racial, ethnic or religious intolerance and discrimination" (maximum criminal sentence of up to 5 years in prison). United Kingdom For England, Wales, and Scotland, the Sentencing Act 2020 makes racial or religious hostility, or hostility related to disability, sexual orientation, or transgender identity an aggravation in sentencing for crimes in general. Separately, the Crime and Disorder Act 1998 defines separate offences, with increased sentences, for racially or religiously aggravated assaults, harassment, and a handful of public order offences. For Northern Ireland, Public Order 1987 (S.I. 1987/463 (N.I. 7)) serves the same purposes. A "racial group" is a group of persons defined by reference to race, colour, nationality (including citizenship) or ethnic or national origins. A "religious group" is a group of persons defined by reference to religious belief or lack of religious belief. "Hate crime" legislation is distinct from "hate speech" legislation. See Hate speech laws in the United Kingdom. The Crime Survey for England and Wales (CSEW) reported in 2013 that there were an average of 278,000 hate crimes a year with 40 percent being reported according to a victims survey; police records only identified around 43,000 hate crimes a year. It was reported that police recorded a 57-percent increase in hate crime complaints in the four days following the UK's European Union membership referendum; however, a press release from the National Police Chief's Council stated that "this should not be read as a national increase in hate crime of 57 percent". In 2013, Greater Manchester Police began recording attacks on goths, punks and other alternative culture groups as hate crimes. On 4 December 2013 Essex Police launched the 'Stop the Hate' initiative as part of a concerted effort to find new ways to tackle hate crime in Essex. The launch was marked by a conference in Chelmsford, hosted by Chief Constable Stephen Kavanagh, which brought together 220 delegates from a range of partner organizations involved in the field. The theme of the conference was 'Report it to Sort it' and the emphasis was on encouraging people to tell police if they have been a victim of hate crime, whether it be based on race, religion, sexual orientation, transgender identity or disability. Crown Prosecution Service guidance issued on 21 August 2017 stated that online hate crimes should be treated as seriously as offences in person. Perhaps the most high-profile hate crime in modern Britain occurred in Eltham, London, on 24 April 1993, when 18-year-old black student Stephen Lawrence was stabbed to death in an attack by a gang of white youths. Two white teenagers were later charged with the murder, and at least three other suspects were mentioned in the national media, but the charges against them were dropped within three months after the Crown Prosecution Service concluded that there was insufficient evidence to prosecute. However, a change in the law a decade later allowed a suspect to be charged with a crime twice if new evidence emerged after the original charges were dropped or a "not guilty" verdict was delivered in court. Gary Dobson, who had been charged with the murder in the initial 1993 investigation, was found guilty of Stephen Lawrence's murder in January 2012 and sentenced to life imprisonment, as was David Norris, who had not been charged in 1993. A third suspect, Luke Knight, had been charged in 1993 but was not charged when the case came to court nearly 20 years later. In September 2020 the Law Commission proposed that sex or gender be added to the list of protected characteristics. The United Kingdom is a party to the Convention on Cybercrime, but not the Additional Protocol. A 2021 investigation by Newsnight and The Law Society Gazette found that alleged hate crimes in which the victim was a police officer were significantly more likely to result in a successful prosecution. The investigation found that in several areas, crimes against police officers and staff constituted up to half of all hate crimes convictions, despite representing a much smaller proportion of reported incidents. Scotland Under Scottish Common law the courts can take any aggravating factor into account when sentencing someone found guilty of an offence. There is legislation dealing with the offences of incitement of racial hatred, racially aggravated harassment, and prejudice relating to religious beliefs, disability, sexual orientation, and transgender identity. A Scottish Executive working group examined the issue of hate crime and ways of combating crime motivated by social prejudice, reporting in 2004. Its main recommendations were not implemented, but in their manifestos for the 2007 Scottish Parliament election several political parties included commitments to legislate in this area, including the Scottish National Party, which now forms the Scottish Government. The Offences (Aggravation by Prejudice) (Scotland) Bill was introduced on 19 May 2008 by Patrick Harvie MSP, having been prepared with support from the Scottish Government, and was passed unanimously by the parliament on 3 June 2009. Eurasian countries with no hate crime laws Albania, Cyprus, San Marino, Slovenia and Turkey have no hate crime laws. Nonetheless, all of these except Turkey are parties to the Convention on Cybercrime and the Additional Protocol. North America Canada "In Canada the legal definition of a hate crime can be found in sections 318 and 319 of the Criminal Code". In 1996, the federal government amended a section of the Criminal Code that pertains to sentencing. Specifically, section 718.2. The section states (with regard to the hate crime): A vast majority (84 percent) of hate crime perpetrators were "male, with an average age of just under 30. Less than 10 of those accused had criminal records, and less than 5 percent had previous hate crime involvement". "Only 4 percent of hate crimes were linked to an organized or extremist group". As of 2004, Jewish people were the largest ethnic group targeted by hate crimes, followed by black people, Muslims, South Asians, and homosexuals (Silver et al., 2004). During the Nazi regime in Germany, antisemitism was a cause of hate-related violence in Canada. For example, on 16 August 1933, there was a baseball game in Toronto and one team was made up mostly of Jewish players. At the end of the game, a group of Nazi sympathizers unfolded a Swastika flag and shouted "Heil Hitler." That event erupted into a brawl that pitted Jews and Italians against Anglo Canadians; the brawl went on for hours. The first time someone was charged for hate speech over the internet occurred on 27 March 1996. "A Winnipeg teenager was arrested by the police for sending an email to a local political activist that contained the message "Death to homosexuals...it's prescribed in the Bible! Better watch out next Gay Pride Week. Mexico Alejandro Gertz Manero, Attorney General of Mexico, recommended in August 2020 that all murders involving women be investigated as femicides. An average of 11 women are killed every day. Murders of LGBTQ individuals are not legally classified as hate crimes in Mexico, although Luis Guzman of the Cohesión de Diversidades para la Sustentabilidad (Codise) notes that there is a lot of homophobia in Mexico, particularly in the states of Veracruz, Chihuahua, and Michoacán. Between 2014 and May 2020, there have been 209 such murders registered. United States Hate crime laws have a long history in the United States. The first hate crime laws were passed after the American Civil War, beginning with the Civil Rights Act of 1871, in order to combat the growing number of racially motivated crimes which were being committed by the Reconstruction era-Ku Klux Klan. The modern era of hate-crime legislation began in 1968 with the passage of federal statute, 18 U.S.C.A. § 249, part of the Civil Rights Act which made it illegal to "by force or by threat of force, injure, intimidate, or interfere with anyone who is engaged in six specified protected activities, by reason of their race, color, religion, or national origin." However, "The prosecution of such crimes must be certified by the U.S. attorney general.". The first state hate-crime statute, California's Section 190.2, was passed in 1978 and provided penalty enhancements in cases when murders were motivated by prejudice against four "protected status" categories: race, religion, color, and national origin. Washington included ancestry in a statute which was passed in 1981. Alaska included creed and sex in 1982, and later disability, sexual orientation, and ethnicity. In the 1990s some state laws began to include age, marital status, membership in the armed forces, and membership in civil rights organizations. Until California state legislation included all crimes as possible hate crimes in 1987, criminal acts which could be considered hate crimes in various states included aggravated assault, assault and battery, vandalism, rape, threats and intimidation, arson, trespassing, stalking, and various "lesser" acts. Defined in the 1999 National Crime Victim Survey, "A hate crime is a criminal offence. In the United States, federal prosecution is possible for hate crimes committed on the basis of a person's race, religion, or nation origin when engaging in a federally protected activity." In 2009, capping a broad-based public campaign lasting more than a decade, President Barack Obama signed into law the Matthew Shepard and James Byrd Jr. Hate Crimes Prevention Act. The Act added actual or perceived gender, gender identity, sexual orientation, and disability to the federal definition of a hate crime, and dropped the prerequisite that the victim be engaging in a federally protected activity. Led by Shepard's parents and a coalition of civil rights groups, with ADL (the Anti-Defamation League), in a lead role, the campaign to pass the Matthew Shepard Act lasted 13 years, in large part because of opposition to including the term "sexual orientation" as one of the bases for deeming a crime to be a hate crime. ADL also drafted model hate crimes legislation in the 1980s that serves as the template for the legislation that a majority of states have adopted. As of the fall of 2020, 46 states and the District of Columbia have statutes criminalizing various types of hate crimes. Thirty-one states and the District of Columbia have statutes creating a civil cause of action in addition to the criminal penalty for similar acts. Twenty-seven states and the District of Columbia have statutes requiring the state to collect hate crime statistics. In May 2020, the killing of African-American jogger Ahmaud Arbery reinvigorated efforts to adopt a hate-crimes law in Georgia, which was one of a handful of states without a such legislation. Led in great part by the Hate-Free Georgia Coalition, a group of 35 nonprofit groups organized by the Georgia state ADL, the legislation was adopted in June 2020, after 16 years of debate. According to the FBI Hate Crime Statistics report for 2006, hate crimes increased nearly 8 percent nationwide, with a total of 7,722 incidents and 9,080 offences reported by participating law enforcement agencies. Of the 5,449 crimes against persons, 46 percent were classified as intimidation, and 32 percent as simple assaults. Acts of vandalism or destruction comprised 81 percent of the 3,593 crimes against property. However, according to the FBI Hate Crime Statistics for 2007, the number of hate crimes decreased to 7,624 incidents reported by participating law enforcement agencies. These incidents included nine murders and two rapes (out of the almost 17,000 murders and 90,000 forcible rapes committed in the U.S. in 2007). In June 2009, Attorney General Eric Holder said recent killings showed the need for a tougher U.S. hate-crimes law to stop "violence masquerading as political activism." Leadership Conference on Civil Rights Education Fund published a report in 2009 revealing that 33 percent of hate-crime offenders were under the age of 18, while 29 percent were between the ages of 18 and 24. The 2011 hate-crime statistics show 46.9 percent were motivated by race, and 20.8 percent by sexual orientation. In 2015, the Hate Crimes Statistics report identified 5,818 single-bias incidents involving 6,837 offenses, 7,121 victims, and 5,475 known offenders In 2017, the FBI released new data showing a 17 percent increase in hate crimes between 2016 and 2017. In 2018, the Hate Crime Statistics report showed 59.5 percent were motivated by race bias and 16.9 percent by sexual orientation. Prosecutions of hate crimes have been difficult in the United States. Recently, state governments have attempted to re-investigate and re-try past hate crimes. One notable example was Mississippi's decision to retry Byron De La Beckwith in 1990 for the 1963 murder of Medgar Evers, a prominent figure in the NAACP and a leader of the civil rights movement. This was the first time in U.S. history that an unresolved civil rights case was re-opened. De La Beckwith, a member of the Ku Klux Klan, was tried for the murder on two previous occasions, resulting in hung juries. A mixed-race jury found Beckwith guilty of murder, and he was sentenced to life in prison in 1994. According to a November 2016 report issued by the FBI, hate crimes are on the rise in the United States. The number of hate crimes increased from 5,850 in 2015, to 6,121 hate crime incidents in 2016, an increase of 4.6 percent. The Khalid Jabara-Heather Heyer National Opposition to Hate, Assault, and Threats to Equality Act (NO HATE), which was first introduced in 2017, was reintroduced in June 2019 to improve hate crime reporting and expand support for victims as a response to anti-LGBTQ, anti-Muslim and antisemitic attacks. The bill would fund state hate-crime hotlines, and support expansion of reporting and training programs in law enforcement agencies. According to a 2021 study, in the years between 1992 and 2014, white people were the offenders in 74.5 percent of anti-Asian hate crimes, 99 percent of anti-black hate crimes, and 81.1 percent of anti-Hispanic hate crimes. Victims in the United States One of the largest waves of hate crimes in the history of the United States took place during the civil rights movement in the 1950s and 1960s. Violence and threats of violence were common against African Americans, and hundreds of lives were lost due to such acts. Members of this ethnic group faced violence from groups such as the Ku Klux Klan, as well as violence from individuals who were committed to maintaining segregation. At the time, civil rights leaders such as Martin Luther King Jr. and their supporters fought hard for the right of African Americans to vote, as well as for equality in their everyday lives. African Americans have been the target of hate crimes since the Civil War, and the humiliation of this ethnic group was also desired by many anti-black individuals. Other frequently reported bias motivations were bias against a religion, bias against a particular sexual orientation, and bias against a particular ethnicity/national origin. At times, these bias motivations overlapped, because violence can be both anti-gay and anti-black, for example. Analysts have compared groups in terms of the per capita rate of hate crimes committed against them to allow for differing populations. Overall, the total number of hate crimes committed since the first hate crime bill was passed in 1997 is 86,582. Among the groups which are mentioned in the Hate Crimes Statistics Act, the largest number of hate crimes are committed against African Americans. During the Civil Rights Movement, some of the most notorious hate crimes included the 1968 assassination of Martin Luther King Jr., the 1964 murders of Charles Moore and Henry Dee, the 1963 16th Street Baptist Church bombing, the 1955 murder of Emmett Till, and the burning of crosses, churches, Jewish synagogues, and other places of worship of minority religions. Such acts began to take place more frequently after the racial integration of many schools and public facilities. High-profile murders targeting victims based on their sexual orientation have prompted the passage of hate crimes legislation, notably the cases of Sean W. Kennedy and Matthew Shepard. Kennedy's murder was mentioned by Senator Gordon Smith in a speech on the floor of the U.S. Senate while he advocated such legislation. The Matthew Shepard and James Byrd, Jr. Hate Crimes Prevention Act was signed into law in 2009. It included sexual orientation, gender identity and expression, the disabled, and military personnel and their family members. This is the first all-inclusive bill ever passed in the United States, taking 45 years to complete. Gender-based crimes may also be considered hate crimes. This view would designate rape and domestic violence, as well as non-interpersonal violence against women such as the École Polytechnique massacre in Quebec, as hate crimes. Following the September 11, 2001, terrorist attacks, the United States experienced a spike in overall hate crimes against Muslim individuals. In the year before, only 28 events had been recorded of hate crimes against Muslims; in 2001, this number jumped to 481. While the number decreased in the following years, the number of Muslim hate crimes remains higher than pre-2001. In May 2018, ProPublica reviewed police reports for 58 cases of purported anti-heterosexual hate crimes. ProPublica found that about half of the cases were anti-LGBT hate crimes that had been miscategorized, and that the rest were motivated by hate towards Jews, blacks or women or that there was no element of a hate crime at all. ProPublica did not find any cases of hate crimes spurred by anti-heterosexual bias. Anti-trans hate crime In 2017, shortly after President Donald Trump took office, hate crimes against transgender individuals arose. In June 2020, after the death of several African Americans at the hands of police officers - in particular, George Floyd - triggered protests around the world as part of the Black Lives Matter movement, hate crimes against the black trans community began to increase.. There are several reasons why there is limited news reporting on the deaths of the victims in the trans community: Unreported Misreported Misgendered Studies indicate the trans community experiences hate crime due to lack of family acceptance, hostile political climate, and cultural marginalization. These factors can have various effects on a trans individual, including homelessness, employment discrimination, and healthcare risks. Between 2015 and 2016, bathroom bills were passed in some communities that stated individuals could be arrested if they use the bathroom of the gender they identify with rather than the one they were assigned to at birth. South America Brazil In Brazil, hate crime laws focus on racism, racial injury, and other special bias-motivated crimes such as, for example, murder by death squads and genocide on the grounds of nationality, ethnicity, race or religion. Murder by death squads and genocide are legally classified as "hideous crimes" (crimes hediondos in Portuguese). The crimes of racism and racial injury, although similar, are enforced slightly differently. Article 140, 3rd paragraph, of the Penal Code establishes a harsher penalty, from a minimum of 1 year to a maximum of 3 years, for injuries motivated by "elements referring to race, color, ethnicity, religion, origin, or the condition of being an aged or disabled person". On the other side, Law 7716/1989 covers "crimes resulting from discrimination or prejudice on the grounds of race, color, ethnicity, religion, or national origin". In addition, the Brazilian Constitution defines as a "fundamental goal of the Republic" (Article 3rd, clause IV) "to promote the well-being of all, with no prejudice as to origin, race, sex, color, age, and any other forms of discrimination". Chile In 2012, the Anti-discrimination law amended the Criminal Code adding a new aggravating circumstance of criminal responsibility, as follows: "Committing or participating in a crime motivated by ideology, political opinion, religion or beliefs of the victim; nation, race, ethnic or social group; sex, sexual orientation, gender identity, age, affiliation, personal appearance or suffering from illness or disability." Middle East Israel is the only country in the Middle East that has hate crime laws. Hate crime, as passed by the Israeli Knesset (Parliament), is defined as crime for reason of race, religion, gender and sexual orientation. Support for and opposition to hate crime laws Support Justifications for harsher punishments for hate crimes focus on the notion that hate crimes cause greater individual and societal harm. In a 2014 book, author Marian Duggan asserts that when the core of a person's identity is attacked, the degradation and dehumanization is especially severe, and additional emotional and physiological problems are likely to result. Wider society can suffer from the disempowerment of a group of people. Furthermore, it is asserted that the chances for retaliatory crimes are greater when a hate crime has been committed. The riots in Los Angeles, California, that followed the beating of Rodney King, a black motorist, by a group of White police officers are cited as support for this argument. The beating of white truck driver Reginald Denny by black rioters during the same riot is also an example that supports this argument. In Wisconsin v. Mitchell, the U.S. Supreme Court unanimously found that penalty-enhancement hate crime statutes do not conflict with free speech rights, because they do not punish an individual for exercising freedom of expression; rather, they allow courts to consider motive when sentencing a criminal for conduct which is not protected by the First Amendment. In the case of Chaplinsky v. New Hampshire, the court defined "fighting words" as "those which by their very utterance inflict injury or tend to incite an immediate breach of the peace." David Brax argues that critics of hate-crime laws are wrong in claiming that hate crimes punish thoughts or motives; he asserts they do not do this, but instead punish people for choosing these reasons to commit a criminal act. Opposition The U.S. Supreme Court unanimously found the St. Paul Bias-Motivated Crime Ordinance amounted to viewpoint-based discrimination in conflict with rights of free speech, because it selectively criminalized bias-motivated speech or symbolic speech for disfavored topics while permitting such speech for other topics. Many critics further assert that it conflicts with an even more fundamental right: free thought. The claim is that hate-crime legislation effectively makes certain ideas or beliefs, including religious ones, illegal, in other words, thought crimes. Heidi Hurd argues that hate crimes criminalize certain dispositions yet do not show why hate is a morally worse disposition for a crime than one motivated by jealousy, greed, sadism or vengeance or why hatred and bias are uniquely responsive to criminal sanction compared to other motivations. Hurd argues that whether or not a disposition is worse than another is case sensitive and thus it is difficult to argue that some motivations are categorically worse than others. In their book Hate Crimes: Criminal Law and Identity Politics, James B. Jacobs and Kimberly Potter criticize hate crime legislation for exacerbating conflicts between groups. They assert that by defining crimes as being committed by one group against another, rather than as being committed by individuals against their society, the labeling of crimes as "hate crimes" causes groups to feel persecuted by one another, and that this impression of persecution can incite a backlash and thus lead to an actual increase in crime. Jacobs and Potter also argued that hate crime legislation can end up only covering the victimization of some groups rather than all, which is a form of discrimination itself and that attempts to remedy this by making all identifiable groups covered by hate crime protection thus make hate crimes co-terminus with generic criminal law. The authors also suggest that arguments which attempt to portray hate crimes as worse than normal crimes because they spread fear in a community are unsatisfactory, as normal criminal acts can also spread fear yet only hate crimes are singled out. Indeed, it has been argued that victims have varied reactions to hate crimes, so it is not necessarily true that hate crimes are regarded as more harmful than other crimes. Dan Kahan argues that the "greater harm" argument is conceptually flawed, as it is only because people value their group identities that attacks motivated by an animus against those identities are seen as worse, thus making it the victim and society's reaction to the crime rather than the crime itself. Heidi Hurd argues that hate crime represents an effort by the state to encourage a certain moral character in its citizen and thus represents the view that the instillation of virtue and the elimination of vice are legitimate state goals, which she argues is a contradiction of the principles of liberalism. Hurd also argues that increasing punishment for an offence because the perpetrator was motivated by hate compared to some other motivation means that the justice systems is treating the same crime differently, even though treating like cases alike is a cornerstone of criminal justice. Some have argued hate crime laws bring the law into disrepute and further divide society, as groups apply to have their critics silenced. American forensic psychologist Karen Franklin said that the term hate crime is somewhat misleading since it assumes there is a hateful motivation which is not present in many occasions; in her view, laws to punish people who commit hate crimes may not be the best remedy for preventing them because the threat of future punishment does not usually deter such criminal acts. Some on the political left have been critical of hate crime laws for expanding the criminal justice system and dealing with violence against minority groups through punitive measures. Briana Alongi argues that hate crime legislation is inconsistent, redundant and arbitrarily applied, while also being partially motivated by political opportunism and media bias rather than purely by legal principle. See also Bashing (pejorative) Communal violence David Ray Hate Crimes Prevention Act Disability hate crime Documenting Hate Fighting Discrimination Hate group Hate speech Lynching in the United States Mass racial violence in the United States Racial hoax Racism in the United States Thoughtcrime Violence against LGBT people References External links Hate crimes information, by Dr. Gregory Herek Alexander Verkhovsky Criminal Law on Hate Crime, Incitement to Hatred and Hate Speech in OSCE Participating States – The Hague: SOVA Center, 2016 - 136 pages. Hate Crime Survey, annual Human Rights First report on the prevalence of hate crimes in the Organization for Security and Co-operation in Europe region. Hate Crime Statistics, annual FBI/U.S. Department of Justice report on the prevalence of hate crimes in the United States. Required by the Hate Crime Statistics Act. A Policymaker's Guide to Hate Crimes, a publication by the National Criminal Justice Reference Service, part of the U.S. Department of Justice. Many parts of this article have been adapted from this document. Peabody, Michael "Thought & Crime," Liberty Magazine, March/April 2008, review of recently proposed hate crime legislation and criminal intent issues. "Hate Crime." Oxford Bibliographies Online: Criminology. OSCE Hate Crime Reporting website Abuse LGBT rights by issue Racism Aggression Bullying
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Histology, also known as microscopic anatomy or microanatomy, is the branch of biology which studies the microscopic anatomy of biological tissues. Histology is the microscopic counterpart to gross anatomy, which looks at larger structures visible without a microscope. Although one may divide microscopic anatomy into organology, the study of organs, histology, the study of tissues, and cytology, the study of cells, modern usage places all of these topics under the field of histology. In medicine, histopathology is the branch of histology that includes the microscopic identification and study of diseased tissue. In the field of paleontology, the term paleohistology refers to the histology of fossil organisms. Biological tissues Animal tissue classification There are four basic types of animal tissues: muscle tissue, nervous tissue, connective tissue, and epithelial tissue. All animal tissues are considered to be subtypes of these four principal tissue types (for example, blood is classified as connective tissue, since the blood cells are suspended in an extracellular matrix, the plasma). Plant tissue classification For plants, the study of their tissues falls under the field of plant anatomy, with the following four main types: Dermal tissue Vascular tissue Ground tissue Meristematic tissue Medical histology Histopathology is the branch of histology that includes the microscopic identification and study of diseased tissue. It is an important part of anatomical pathology and surgical pathology, as accurate diagnosis of cancer and other diseases often requires histopathological examination of tissue samples. Trained physicians, frequently licensed pathologists, perform histopathological examination and provide diagnostic information based on their observations. Occupations The field of histology that includes the preparation of tissues for microscopic examination is known as histotechnology. Job titles for the trained personnel who prepare histological specimens for examination are numerous and include histotechnicians, histotechnologists, histology technicians and technologists, medical laboratory technicians, and biomedical scientists. Sample preparation Most histological samples need preparation before microscopic observation; these methods depend on the specimen and method of observation. Fixation Chemical fixatives are used to preserve and maintain the structure of tissues and cells; fixation also hardens tissues which aids in cutting the thin sections of tissue needed for observation under the microscope. Fixatives generally preserve tissues (and cells) by irreversibly cross-linking proteins. The most widely used fixative for light microscopy is 10% neutral buffered formalin, or NBF (4% formaldehyde in phosphate buffered saline). For electron microscopy, the most commonly used fixative is glutaraldehyde, usually as a 2.5% solution in phosphate buffered saline. Other fixatives used for electron microscopy are osmium tetroxide or uranyl acetate. The main action of these aldehyde fixatives is to cross-link amino groups in proteins through the formation of methylene bridges (-CH2-), in the case of formaldehyde, or by C5H10 cross-links in the case of glutaraldehyde. This process, while preserving the structural integrity of the cells and tissue can damage the biological functionality of proteins, particularly enzymes. Formalin fixation leads to degradation of mRNA, miRNA, and DNA as well as denaturation and modification of proteins in tissues. However, extraction and analysis of nucleic acids and proteins from formalin-fixed, paraffin-embedded tissues is possible using appropriate protocols. Selection and trimming Selection is the choice of relevant tissue in cases where it is not necessary to put the entire original tissue mass through further processing. The remainder may remain fixated in case it needs to be examined at a later time. Trimming is the cutting of tissue samples in order to expose the relevant surfaces for later sectioning. It also creates tissue samples of appropriate size to fit into cassettes. Embedding Tissues are embedded in a harder medium both as a support and to allow the cutting of thin tissue slices. In general, water must first be removed from tissues (dehydration) and replaced with a medium that either solidifies directly, or with an intermediary fluid (clearing) that is miscible with the embedding media. Paraffin wax For light microscopy, paraffin wax is the most frequently used embedding material. Paraffin is immiscible with water, the main constituent of biological tissue, so it must first be removed in a series of dehydration steps. Samples are transferred through a series of progressively more concentrated ethanol baths, up to 100% ethanol to remove remaining traces of water. Dehydration is followed by a clearing agent (typically xylene although other environmental safe substitutes are in use) which removes the alcohol and is miscible with the wax, finally melted paraffin wax is added to replace the xylene and infiltrate the tissue. In most histology, or histopathology laboratories the dehydration, clearing, and wax infiltration are carried out in tissue processors which automate this process. Once infiltrated in paraffin, tissues are oriented in molds which are filled with wax; once positioned, the wax is cooled, solidifying the block and tissue. Other materials Paraffin wax does not always provide a sufficiently hard matrix for cutting very thin sections (which are especially important for electron microscopy). Paraffin wax may also be too soft in relation to the tissue, the heat of the melted wax may alter the tissue in undesirable ways, or the dehydrating or clearing chemicals may harm the tissue. Alternatives to paraffin wax include, epoxy, acrylic, agar, gelatin, celloidin, and other types of waxes. In electron microscopy epoxy resins are the most commonly employed embedding media, but acrylic resins are also used, particularly where immunohistochemistry is required. For tissues to be cut in a frozen state, tissues are placed in a water-based embedding medium. Pre-frozen tissues are placed into molds with the liquid embedding material, usually a water-based glycol, OCT, TBS, Cryogel, or resin, which is then frozen to form hardened blocks. Sectioning For light microscopy, a knife mounted in a microtome is used to cut tissue sections (typically between 5-15 micrometers thick) which are mounted on a glass microscope slide. For transmission electron microscopy (TEM), a diamond or glass knife mounted in an ultramicrotome is used to cut between 50-150 nanometer thick tissue sections. Staining Biological tissue has little inherent contrast in either the light or electron microscope. Staining is employed to give both contrast to the tissue as well as highlighting particular features of interest. When the stain is used to target a specific chemical component of the tissue (and not the general structure), the term histochemistry is used. Light microscopy Hematoxylin and eosin (H&E stain) is one of the most commonly used stains in histology to show the general structure of the tissue. Hematoxylin stains cell nuclei blue; eosin, an acidic dye, stains the cytoplasm and other tissues in different stains of pink. In contrast to H&E, which is used as a general stain, there are many techniques that more selectively stain cells, cellular components, and specific substances. A commonly performed histochemical technique that targets a specific chemical is the Perls' Prussian blue reaction, used to demonstrate iron deposits in diseases like hemochromatosis. The Nissl method for Nissl substance and Golgi's method (and related silver stains) are useful in identifying neurons are other examples of more specific stains. Historadiography In historadiography, a slide (sometimes stained histochemically) is X-rayed. More commonly, autoradiography is used in visualizing the locations to which a radioactive substance has been transported within the body, such as cells in S phase (undergoing DNA replication) which incorporate tritiated thymidine, or sites to which radiolabeled nucleic acid probes bind in in situ hybridization. For autoradiography on a microscopic level, the slide is typically dipped into liquid nuclear tract emulsion, which dries to form the exposure film. Individual silver grains in the film are visualized with dark field microscopy. Immunohistochemistry Recently, antibodies have been used to specifically visualize proteins, carbohydrates, and lipids. This process is called immunohistochemistry, or when the stain is a fluorescent molecule, immunofluorescence. This technique has greatly increased the ability to identify categories of cells under a microscope. Other advanced techniques, such as nonradioactive in situ hybridization, can be combined with immunochemistry to identify specific DNA or RNA molecules with fluorescent probes or tags that can be used for immunofluorescence and enzyme-linked fluorescence amplification (especially alkaline phosphatase and tyramide signal amplification). Fluorescence microscopy and confocal microscopy are used to detect fluorescent signals with good intracellular detail. Electron microscopy For electron microscopy heavy metals are typically used to stain tissue sections. Uranyl acetate and lead citrate are commonly used to impart contrast to tissue in the electron microscope. Specialized techniques Cryosectioning Similar to the frozen section procedure employed in medicine, cryosectioning is a method to rapidly freeze, cut, and mount sections of tissue for histology. The tissue is usually sectioned on a cryostat or freezing microtome. The frozen sections are mounted on a glass slide and may be stained to enhance the contrast between different tissues. Unfixed frozen sections can be used for studies requiring enzyme localization in tissues and cells. Tissue fixation is required for certain procedures such as antibody-linked immunofluorescence staining. Frozen sections are often prepared during surgical removal of tumors to allow rapid identification of tumor margins, as in Mohs surgery, or determination of tumor malignancy, when a tumor is discovered incidentally during surgery. Ultramicrotomy Ultramicrotomy is a method of preparing extremely thin sections for transmission electron microscope (TEM) analysis. Tissues are commonly embedded in epoxy or other plastic resin. Very thin sections (less than 0.1 micrometer in thickness) are cut using diamond or glass knives on an ultramicrotome. Artifacts Artifacts are structures or features in tissue that interfere with normal histological examination. Artifacts interfere with histology by changing the tissues appearance and hiding structures. Tissue processing artifacts can include pigments formed by fixatives, shrinkage, washing out of cellular components, color changes in different tissues types and alterations of the structures in the tissue. An example is mercury pigment left behind after using Zenker's fixative to fix a section. Formalin fixation can also leave a brown to black pigment under acidic conditions. History In the 17th century the Italian Marcello Malpighi used microscopes to study tiny biological entities; some regard him as the founder of the fields of histology and microscopic pathology. Malpighi analyzed several parts of the organs of bats, frogs and other animals under the microscope. While studying the structure of the lung, Malpighi noticed its membranous alveoli and the hair-like connections between veins and arteries, which he named capillaries. His discovery established how the oxygen breathed in enters the blood stream and serves the body. In the 19th century histology was an academic discipline in its own right. The French anatomist Xavier Bichat introduced the concept of tissue in anatomy in 1801, and the term "histology" (), coined to denote the "study of tissues", first appeared in a book by Karl Meyer in 1819. Bichat described twenty-one human tissues, which can be subsumed under the four categories currently accepted by histologists. The usage of illustrations in histology, deemed as useless by Bichat, was promoted by Jean Cruveilhier. In the early 1830s Purkynĕ invented a microtome with high precision. During the 19th century many fixation techniques were developed by Adolph Hannover (solutions of chromates and chromic acid), Franz Schulze and Max Schultze (osmic acid), Alexander Butlerov (formaldehyde) and Benedikt Stilling (freezing). Mounting techniques were developed by Rudolf Heidenhain (1824-1898), who introduced gum Arabic; Salomon Stricker (1834-1898), who advocated a mixture of wax and oil; and Andrew Pritchard (1804-1884) who, in 1832, used a gum/isinglass mixture. In the same year, Canada balsam appeared on the scene, and in 1869 Edwin Klebs (1834-1913) reported that he had for some years embedded his specimens in paraffin. The 1906 Nobel Prize in Physiology or Medicine was awarded to histologists Camillo Golgi and Santiago Ramon y Cajal. They had conflicting interpretations of the neural structure of the brain based on differing interpretations of the same images. Ramón y Cajal won the prize for his correct theory, and Golgi for the silver-staining technique that he invented to make it possible. Future directions In vivo histology Currently there is intense interest in developing techniques for in vivo histology (predominantly using MRI), which would enable doctors to non-invasively gather information about healthy and diseased tissues in living patients, rather than from fixed tissue samples. Notes References Histotechnology Staining Histochemistry Anatomy
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A house is a single-unit residential building. It may range in complexity from a rudimentary hut to a complex structure of wood, masonry, concrete or other material, outfitted with plumbing, electrical, and heating, ventilation, and air conditioning systems. Houses use a range of different roofing systems to keep precipitation such as rain from getting into the dwelling space. Houses may have doors or locks to secure the dwelling space and protect its inhabitants and contents from burglars or other trespassers. Most conventional modern houses in Western cultures will contain one or more bedrooms and bathrooms, a kitchen or cooking area, and a living room. A house may have a separate dining room, or the eating area may be integrated into another room. Some large houses in North America have a recreation room. In traditional agriculture-oriented societies, domestic animals such as chickens or larger livestock (like cattle) may share part of the house with humans. The social unit that lives in a house is known as a household. Most commonly, a household is a family unit of some kind, although households may also be other social groups, such as roommates or, in a rooming house, unconnected individuals. Some houses only have a dwelling space for one family or similar-sized group; larger houses called townhouses or row houses may contain numerous family dwellings in the same structure. A house may be accompanied by outbuildings, such as a garage for vehicles or a shed for gardening equipment and tools. A house may have a backyard or a front yard or both, which serve as additional areas where inhabitants can relax or eat. Etymology The English word house derives directly from the Old English hus meaning "dwelling, shelter, home, house," which in turn derives from Proto-Germanic husan (reconstructed by etymological analysis) which is of unknown origin. The house itself gave rise to the letter 'B' through an early Proto-Semitic hieroglyphic symbol depicting a house. The symbol was called "bayt", "bet" or "beth" in various related languages, and became beta, the Greek letter, before it was used by the Romans. Beit in Arabic means house, while in Maltese bejt refers to the roof of the house. Elements Layout Ideally, architects of houses design rooms to meet the needs of the people who will live in the house. Feng shui, originally a Chinese method of moving houses according to such factors as rain and micro-climates, has recently expanded its scope to address the design of interior spaces, with a view to promoting harmonious effects on the people living inside the house, although no actual effect has ever been demonstrated. Feng shui can also mean the "aura" in or around a dwelling, making it comparable to the real estate sales concept of "indoor-outdoor flow". The square footage of a house in the United States reports the area of "living space", excluding the garage and other non-living spaces. The "square metres" figure of a house in Europe reports the area of the walls enclosing the home, and thus includes any attached garage and non-living spaces. The number of floors or levels making up the house can affect the square footage of a home. Humans often build houses for domestic or wild animals, often resembling smaller versions of human domiciles. Familiar animal houses built by humans include birdhouses, henhouses and doghouses, while housed agricultural animals more often live in barns and stables. Parts Many houses have several large rooms with specialized functions and several very small rooms for other various reasons. These may include a living/eating area, a sleeping area, and (if suitable facilities and services exist) separate or combined washing and lavatory areas. Some larger properties may also feature rooms such as a spa room, indoor pool, indoor basketball court, and other 'non-essential' facilities. In traditional agriculture-oriented societies, domestic animals such as chickens or larger livestock often share part of the house with humans. Most conventional modern houses will at least contain a bedroom, bathroom, kitchen or cooking area, and a living room. The names of parts of a house often echo the names of parts of other buildings, but could typically include: Alcove Atrium Attic Basement/cellar Bathroom Bedroom (or nursery) Box-room / storage room Conservatory Dining room Family room or den Fireplace Foyer Front room Garage Hallway / passage / Vestibule Hearth Home-office or study Kitchen Larder Laundry room Library Living room Loft Nook Pantry Parlour Pew / porch Recreation room / rumpus room / television room Shrines to serve the religious functions associated with a family Stairwell Sunroom Swimming pool Window Workshop History Little is known about the earliest origin of the house and its interior, however it can be traced back to the simplest form of shelters. An exceptionally well-preserved house dating to the fifth millennium BC and with its contents still preserved was for example excavated at Tell Madhur in Iraq. Roman architect Vitruvius' theories have claimed the first form of architecture as a frame of timber branches finished in mud, also known as the primitive hut. Philip Tabor later states the contribution of 17th century Dutch houses as the foundation of houses today. Middle Ages In the Middle Ages, the Manor Houses facilitated different activities and events. Furthermore, the houses accommodated numerous people, including family, relatives, employees, servants and their guests. Their lifestyles were largely communal, as areas such as the Great Hall enforced the custom of dining and meetings and the Solar intended for shared sleeping beds. During the 15th and 16th centuries, the Italian Renaissance Palazzo consisted of plentiful rooms of connectivity. Unlike the qualities and uses of the Manor Houses, most rooms of the palazzo contained no purpose, yet were given several doors. These doors adjoined rooms in which Robin Evans describes as a "matrix of discrete but thoroughly interconnected chambers." The layout allowed occupants to freely walk room to room from one door to another, thus breaking the boundaries of privacy. "Once inside it is necessary to pass from one room to the next, then to the next to traverse the building. Where passages and staircases are used, as inevitably they are, they nearly always connect just one space to another and never serve as general distributors of movement. Thus, despite the precise architectural containment offered by the addition of room upon room, the villa was, in terms of occupation, an open plan, relatively permeable to the numerous members of the household." Although very public, the open plan encouraged sociality and connectivity for all inhabitants. An early example of the segregation of rooms and consequent enhancement of privacy may be found in 1597 at the Beaufort House built in Chelsea, London. It was designed by English architect John Thorpe who wrote on his plans, "A Long Entry through all". The separation of the passageway from the room developed the function of the corridor. This new extension was revolutionary at the time, allowing the integration of one door per room, in which all universally connected to the same corridor. English architect Sir Roger Pratt states "the common way in the middle through the whole length of the house, [avoids] the offices from one molesting the other by continual passing through them." Social hierarchies within the 17th century were highly regarded, as architecture was able to epitomize the servants and the upper class. More privacy is offered to the occupant as Pratt further claims, "the ordinary servants may never publicly appear in passing to and fro for their occasions there." This social divide between rich and poor favored the physical integration of the corridor into housing by the 19th century. Sociologist Witold Rybczynski wrote, "the subdivision of the house into day and night uses, and into formal and informal areas, had begun." Rooms were changed from public to private as single entryways forced notions of entering a room with a specific purpose. Industrial Revolution Compared to the large scaled houses in England and the Renaissance, the 17th Century Dutch house was smaller, and was only inhabited by up to four to five members. This was because they embraced "self-reliance" in contrast to the dependence on servants, and a design for a lifestyle centered on the family. It was important for the Dutch to separate work from domesticity, as the home became an escape and a place of comfort. This way of living and the home has been noted as highly similar to the contemporary family and their dwellings. By the end of the 17th century, the house layout was transformed to become employment-free, enforcing these ideas for the future. This came in favour for the industrial revolution, gaining large-scale factory production and workers. The house layout of the Dutch and its functions are still relevant today. 19th and 20th centuries In the American context, some professions, such as doctors, in the 19th and early 20th century typically operated out of the front room or parlor or had a two-room office on their property, which was detached from the house. By the mid-20th-century, the increase in high-tech equipment created a marked shift whereby the contemporary doctor typically worked from an office or hospital. The introduction of technology and electronic systems within the house has questioned the impressions of privacy as well as the segregation of work from home. Technological advances of surveillance and communications allow insight of personal habits and private lives. As a result, the "private becomes ever more public, [and] the desire for a protective home life increases, fuelled by the very media that undermine it," writes Jonathan Hill. Work has been altered by the increase of communications. The "deluge of information", has expressed the efforts of work, conveniently gaining access inside the house. Although commuting is reduced, the desire to separate working and living remains apparent. On the other hand, some architects have designed homes in which eating, working and living are brought together. Gallery Construction In many parts of the world, houses are constructed using scavenged materials. In Manila's Payatas neighborhood, slum houses are often made of material sourced from a nearby garbage dump. In Dakar, it is common to see houses made of recycled materials standing atop a mixture of garbage and sand which serves as a foundation. The garbage-sand mixture is also used to protect the house from flooding. In the United States, modern house construction techniques include light-frame construction (in areas with access to supplies of wood) and adobe or sometimes rammed-earth construction (in arid regions with scarce wood-resources). Some areas use brick almost exclusively, and quarried stone has long provided foundations and walls. To some extent, aluminum and steel have displaced some traditional building materials. Increasingly popular alternative construction materials include insulating concrete forms (foam forms filled with concrete), structural insulated panels (foam panels faced with oriented strand board or fiber cement), light-gauge steel, and steel framing. More generally, people often build houses out of the nearest available material, and often tradition or culture govern construction-materials, so whole towns, areas, counties or even states/countries may be built out of one main type of material. For example, a large portion of American houses use wood, while most British and many European houses use stone, brick, or mud. In the early 20th century, some house designers started using prefabrication. Sears, Roebuck & Co. first marketed their Sears Catalog Homes to the general public in 1908. Prefab techniques became popular after World War II. First small inside rooms framing, then later, whole walls were prefabricated and carried to the construction site. The original impetus was to use the labor force inside a shelter during inclement weather. More recently, builders have begun to collaborate with structural engineers who use finite element analysis to design prefabricated steel-framed homes with known resistance to high wind loads and seismic forces. These newer products provide labor savings, more consistent quality, and possibly accelerated construction processes. Lesser-used construction methods have gained (or regained) popularity in recent years. Though not in wide use, these methods frequently appeal to homeowners who may become actively involved in the construction process. They include: Hempcrete construction Cordwood construction Geodesic domes Straw-bale construction Wattle and daub Framing (construction) In the developed world, energy-conservation has grown in importance in house design. Housing produces a major proportion of carbon emissions (studies have show that it is 30% of the total in the United Kingdom). Development of a number of low-energy building types and techniques continues. They include the zero-energy house, the passive solar house, the autonomous buildings, the superinsulated and houses built to the Passivhaus standard. Legal issues Buildings with historical importance have legal restrictions. New houses in the UK are not covered by the Sale of Goods Act. When purchasing a new house the buyer has different legal protection than when buying other products. New houses in the UK are covered by a National House Building Council guarantee. Identification and symbolism With the growth of dense settlement, humans designed ways of identifying houses and parcels of land. Individual houses sometimes acquire proper names, and those names may acquire in their turn considerable emotional connotations. For example, the house of Howards End or the castle of Brideshead Revisited. A more systematic and general approach to identifying houses may use various methods of house numbering. Houses may express the circumstances or opinions of their builders or their inhabitants. Thus, a vast and elaborate house may serve as a sign of conspicuous wealth whereas a low-profile house built of recycled materials may indicate support of energy conservation. Houses of particular historical significance (former residences of the famous, for example, or even just very old houses) may gain a protected status in town planning as examples of built heritage or of streetscape. Commemorative plaques may mark such structures. Home ownership provides a common measure of prosperity in economics. Contrast the importance of house-destruction, tent dwelling and house rebuilding in the wake of many natural disasters. See also Building House-building Index of construction articles Functions Building science Mixed-use development Visitability Types Boarding house Earth sheltering Home automation Housing estate Housing in Japan Hurricane-proof house Lodging Lustron house Mobile home Modular home Summer house Tiny house Economics Affordable housing Real estate bubble United States housing bubble Housing tenure Show house Miscellaneous Domestic robot Homelessness Home network Housewarming party Squatting Institutions U.S. Department of Housing and Urban Development HUD USER Regulatory Barriers Clearinghouse Lists List of American houses List of house styles List of house types List of real estate topics Open-air museum References External links Housing through the centuries, animation by The Atlantic Structural system Housing Home
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A hydrogen bond (or H-bond) is a primarily electrostatic force of attraction between a hydrogen (H) atom which is covalently bound to a more electronegative atom or group, and another electronegative atom bearing a lone pair of electrons—the hydrogen bond acceptor (Ac). Such an interacting system is generally denoted Dn–H···Ac, where the solid line denotes a polar covalent bond, and the dotted or dashed line indicates the hydrogen bond. The most frequent donor and acceptor atoms are the second-row elements nitrogen (N), oxygen (O), and fluorine (F). Hydrogen bonds can be intermolecular (occurring between separate molecules) or intramolecular (occurring among parts of the same molecule). The energy of a hydrogen bond depends on the geometry, the environment, and the nature of the specific donor and acceptor atoms, and can vary between 1 and 40 kcal/mol. This makes them somewhat stronger than a van der Waals interaction, and weaker than fully covalent or ionic bonds. This type of bond can occur in inorganic molecules such as water and in organic molecules like DNA and proteins. Hydrogen bonds are responsible for holding such materials as paper and felted wool together, and for causing separate sheets of paper to stick together after becoming wet and subsequently drying. The hydrogen bond is responsible for many of the anomalous physical and chemical properties of compounds of N, O, and F. In particular, intermolecular hydrogen bonding is responsible for the high boiling point of water (100 °C) compared to the other group-16 hydrides that have much weaker hydrogen bonds. Intramolecular hydrogen bonding is partly responsible for the secondary and tertiary structures of proteins and nucleic acids. It also plays an important role in the structure of polymers, both synthetic and natural. Bonding Definitions and general characteristics A hydrogen atom attached to a relatively electronegative atom is the hydrogen bond donor. C-H bonds only participate in hydrogen bonding when the carbon atom is bound to electronegative substituents, as is the case in chloroform, CHCl3. In a hydrogen bond, the electronegative atom not covalently attached to the hydrogen is named the proton acceptor, whereas the one covalently bound to the hydrogen is named the proton donor. While this nomenclature is recommended by the IUPAC, it can be misleading, since in other donor-acceptor bonds, the donor/acceptor assignment is based on the source of the electron pair (such nomenclature is also used for hydrogen bonds by some authors). In the hydrogen bond donor, the H center is protic. The donor is a Lewis base. Hydrogen bonds are represented as H···Y system, where the dots represent the hydrogen bond. Liquids that display hydrogen bonding (such as water) are called associated liquids. The hydrogen bond is often described as an electrostatic dipole-dipole interaction. However, it also has some features of covalent bonding: it is directional and strong, produces interatomic distances shorter than the sum of the van der Waals radii, and usually involves a limited number of interaction partners, which can be interpreted as a type of valence. These covalent features are more substantial when acceptors bind hydrogens from more electronegative donors. As part of a more detailed list of criteria, the IUPAC publication acknowledges that the attractive interaction can arise from some combination of electrostatics (multipole-multipole and multipole-induced multipole interactions), covalency (charge transfer by orbital overlap), and dispersion (London forces), and states that the relative importance of each will vary depending on the system. However, a footnote to the criterion recommends the exclusion of interactions in which dispersion is the primary contributor, specifically giving Ar---CH4 and CH4---CH4 as examples of such interactions to be excluded from the definition. Nevertheless, most introductory textbooks still restrict the definition of hydrogen bond to the "classical" type of hydrogen bond characterized in the opening paragraph. Weaker hydrogen bonds are known for hydrogen atoms bound to elements such as sulfur (S) or chlorine (Cl); even carbon (C) can serve as a donor, particularly when the carbon or one of its neighbors is electronegative (e.g., in chloroform, aldehydes and terminal acetylenes). Gradually, it was recognized that there are many examples of weaker hydrogen bonding involving donor other than N, O, or F and/or acceptor Ac with electronegativity approaching that of hydrogen (rather than being much more electronegative). Though these "non-traditional" hydrogen bonding interactions are often quite weak (~1 kcal/mol), they are also ubiquitous and are increasingly recognized as important control elements in receptor-ligand interactions in medicinal chemistry or intra-/intermolecular interactions in materials sciences. The definition of hydrogen bonding has gradually broadened over time to include these weaker attractive interactions. In 2011, an IUPAC Task Group recommended a modern evidence-based definition of hydrogen bonding, which was published in the IUPAC journal Pure and Applied Chemistry. This definition specifies: Bond strength Hydrogen bonds can vary in strength from weak (1–2 kJ mol−1) to strong (161.5 kJ mol−1 in the ion ). Typical enthalpies in vapor include: F−H···:F (161.5 kJ/mol or 38.6 kcal/mol), illustrated uniquely by HF2−, bifluoride O−H···:N (29 kJ/mol or 6.9 kcal/mol), illustrated water-ammonia O−H···:O (21 kJ/mol or 5.0 kcal/mol), illustrated water-water, alcohol-alcohol N−H···:N (13 kJ/mol or 3.1 kcal/mol), illustrated by ammonia-ammonia N−H···:O (8 kJ/mol or 1.9 kcal/mol), illustrated water-amide ···: (18 kJ/mol or 4.3 kcal/mol) The strength of intermolecular hydrogen bonds is most often evaluated by measurements of equilibria between molecules containing donor and/or acceptor units, most often in solution. The strength of intramolecular hydrogen bonds can be studied with equilibria between conformers with and without hydrogen bonds. The most important method for the identification of hydrogen bonds also in complicated molecules is crystallography, sometimes also NMR-spectroscopy. Structural details, in particular distances between donor and acceptor which are smaller than the sum of the van der Waals radii can be taken as indication of the hydrogen bond strength. One scheme gives the following somewhat arbitrary classification: those that are 15 to 40 kcal/mol, 5 to 15 kcal/mol, and >0 to 5 kcal/mol are considered strong, moderate, and weak, respectively. Resonance assisted hydrogen bond The resonance assisted hydrogen bond (commonly abbreviated as RAHB) is a strong type of hydrogen bond. It is characterized by the π-delocalization that involves the hydrogen and cannot be properly described by the electrostatic model alone. This description of the hydrogen bond has been proposed to describe unusually short distances generally observed between O=C-OH∙∙∙ or ∙∙∙O=C-C=C-OH. Structural details The X−H distance is typically ≈110 pm, whereas the H···Y distance is ≈160 to 200 pm. The typical length of a hydrogen bond in water is 197 pm. The ideal bond angle depends on the nature of the hydrogen bond donor. The following hydrogen bond angles between a hydrofluoric acid donor and various acceptors have been determined experimentally: Spectroscopy Strong hydrogen bonds are revealed by downfield shifts in the 1H NMR spectrum. For example, the acidic proton in the enol tautomer of acetylacetone appears at δH 15.5, which is about 10 ppm downfield of a conventional alcohol. In the IR spectrum, hydrogen bonding shifts the X-H stretching frequency to lower energy (i.e. the vibration frequency decreases). This shift reflects a weakening of the X-H bond. Certain hydrogen bonds - improper hydrogen bonds - show a blue shift of the X-H stretching frequency and a decrease in the bond length. H-bonds can also be measured by IR vibrational mode shifts of the acceptor. The amide I mode of backbone carbonyls in α-helices shifts to lower frequencies when they form H-bonds with side-chain hydroxyl groups. Theoretical considerations Hydrogen bonding is of persistent theoretical interest. According to a modern description O:H-O integrates both the intermolecular O:H lone pair ":" nonbond and the intramolecular H-O polar-covalent bond associated with O-O repulsive coupling. Quantum chemical calculations of the relevant interresidue potential constants (compliance constants) revealed large differences between individual H bonds of the same type. For example, the central interresidue N−H···N hydrogen bond between guanine and cytosine is much stronger in comparison to the N−H···N bond between the adenine-thymine pair. Theoretically, the bond strength of the hydrogen bonds can be assessed using NCI index, non-covalent interactions index, which allows a visualization of these non-covalent interactions, as its name indicates, using the electron density of the system. From interpretations of the anisotropies in the Compton profile of ordinary ice that the hydrogen bond is partly covalent. However, this interpretation was challenged. Most generally, the hydrogen bond can be viewed as a metric-dependent electrostatic scalar field between two or more intermolecular bonds. This is slightly different from the intramolecular bound states of, for example, covalent or ionic bonds; however, hydrogen bonding is generally still a bound state phenomenon, since the interaction energy has a net negative sum. The initial theory of hydrogen bonding proposed by Linus Pauling suggested that the hydrogen bonds had a partial covalent nature. This interpretation remained controversial until NMR techniques demonstrated information transfer between hydrogen-bonded nuclei, a feat that would only be possible if the hydrogen bond contained some covalent character. History The concept of hydrogen bonding once was challenging. Linus Pauling credits T. S. Moore and T. F. Winmill with the first mention of the hydrogen bond, in 1912. Moore and Winmill used the hydrogen bond to account for the fact that trimethylammonium hydroxide is a weaker base than tetramethylammonium hydroxide. The description of hydrogen bonding in its better-known setting, water, came some years later, in 1920, from Latimer and Rodebush. In that paper, Latimer and Rodebush cite work by a fellow scientist at their laboratory, Maurice Loyal Huggins, saying, "Mr. Huggins of this laboratory in some work as yet unpublished, has used the idea of a hydrogen kernel held between two atoms as a theory in regard to certain organic compounds." Hydrogen bonds in small molecules Water A ubiquitous example of a hydrogen bond is found between water molecules. In a discrete water molecule, there are two hydrogen atoms and one oxygen atom. The simplest case is a pair of water molecules with one hydrogen bond between them, which is called the water dimer and is often used as a model system. When more molecules are present, as is the case with liquid water, more bonds are possible because the oxygen of one water molecule has two lone pairs of electrons, each of which can form a hydrogen bond with a hydrogen on another water molecule. This can repeat such that every water molecule is H-bonded with up to four other molecules, as shown in the figure (two through its two lone pairs, and two through its two hydrogen atoms). Hydrogen bonding strongly affects the crystal structure of ice, helping to create an open hexagonal lattice. The density of ice is less than the density of water at the same temperature; thus, the solid phase of water floats on the liquid, unlike most other substances. Liquid water's high boiling point is due to the high number of hydrogen bonds each molecule can form, relative to its low molecular mass. Owing to the difficulty of breaking these bonds, water has a very high boiling point, melting point, and viscosity compared to otherwise similar liquids not conjoined by hydrogen bonds. Water is unique because its oxygen atom has two lone pairs and two hydrogen atoms, meaning that the total number of bonds of a water molecule is up to four. The number of hydrogen bonds formed by a molecule of liquid water fluctuates with time and temperature. From TIP4P liquid water simulations at 25 °C, it was estimated that each water molecule participates in an average of 3.59 hydrogen bonds. At 100 °C, this number decreases to 3.24 due to the increased molecular motion and decreased density, while at 0 °C, the average number of hydrogen bonds increases to 3.69. Another study found a much smaller number of hydrogen bonds: 2.357 at 25 °C. The differences may be due to the use of a different method for defining and counting the hydrogen bonds. Where the bond strengths are more equivalent, one might instead find the atoms of two interacting water molecules partitioned into two polyatomic ions of opposite charge, specifically hydroxide (OH−) and hydronium (H3O+). (Hydronium ions are also known as "hydroxonium" ions.) H−O− H3O+ Indeed, in pure water under conditions of standard temperature and pressure, this latter formulation is applicable only rarely; on average about one in every 5.5 × 108 molecules gives up a proton to another water molecule, in accordance with the value of the dissociation constant for water under such conditions. It is a crucial part of the uniqueness of water. Because water may form hydrogen bonds with solute proton donors and acceptors, it may competitively inhibit the formation of solute intermolecular or intramolecular hydrogen bonds. Consequently, hydrogen bonds between or within solute molecules dissolved in water are almost always unfavorable relative to hydrogen bonds between water and the donors and acceptors for hydrogen bonds on those solutes. Hydrogen bonds between water molecules have an average lifetime of 10−11 seconds, or 10 picoseconds. Bifurcated and over-coordinated hydrogen bonds in water A single hydrogen atom can participate in two hydrogen bonds, rather than one. This type of bonding is called "bifurcated" (split in two or "two-forked"). It can exist, for instance, in complex natural or synthetic organic molecules. It has been suggested that a bifurcated hydrogen atom is an essential step in water reorientation. Acceptor-type hydrogen bonds (terminating on an oxygen's lone pairs) are more likely to form bifurcation (it is called overcoordinated oxygen, OCO) than are donor-type hydrogen bonds, beginning on the same oxygen's hydrogens. Other liquids For example, hydrogen fluoride—which has three lone pairs on the F atom but only one H atom—can form only two bonds; (ammonia has the opposite problem: three hydrogen atoms but only one lone pair). H−F···H−F···H−F Further manifestations of solvent hydrogen bonding Increase in the melting point, boiling point, solubility, and viscosity of many compounds can be explained by the concept of hydrogen bonding. Negative azeotropy of mixtures of HF and water The fact that ice is less dense than liquid water is due to a crystal structure stabilized by hydrogen bonds. Dramatically higher boiling points of NH3, H2O, and HF compared to the heavier analogues PH3, H2S, and HCl, where hydrogen-bonding is absent. Viscosity of anhydrous phosphoric acid and of glycerol Dimer formation in carboxylic acids and hexamer formation in hydrogen fluoride, which occur even in the gas phase, resulting in gross deviations from the ideal gas law. Pentamer formation of water and alcohols in apolar solvents. Hydrogen bonds in polymers Hydrogen bonding plays an important role in determining the three-dimensional structures and the properties adopted by many synthetic and natural proteins. Compared to the C-C, C-O, and C-N bonds that comprise most polymers, hydrogen bonds are far weaker, perhaps 5%. Thus, hydrogen bonds can be broken by chemical or mechanical means while retaining the basic structure of the polymer backbone. This hierarchy of bond strengths (covalent bonds being stronger than hydrogen-bonds being stronger than van der Waals forces) is key to understanding the properties of many materials. DNA In these macromolecules, bonding between parts of the same macromolecule cause it to fold into a specific shape, which helps determine the molecule's physiological or biochemical role. For example, the double helical structure of DNA is due largely to hydrogen bonding between its base pairs (as well as pi stacking interactions), which link one complementary strand to the other and enable replication. Proteins In the secondary structure of proteins, hydrogen bonds form between the backbone oxygens and amide hydrogens. When the spacing of the amino acid residues participating in a hydrogen bond occurs regularly between positions i and i + 4, an alpha helix is formed. When the spacing is less, between positions i and i + 3, then a 310 helix is formed. When two strands are joined by hydrogen bonds involving alternating residues on each participating strand, a beta sheet is formed. Hydrogen bonds also play a part in forming the tertiary structure of protein through interaction of R-groups. (See also protein folding). Bifurcated H-bond systems are common in alpha-helical transmembrane proteins between the backbone amide C=O of residue i as the H-bond acceptor and two H-bond donors from residue i+4: the backbone amide N-H and a side-chain hydroxyl or thiol H+. The energy preference of the bifurcated H-bond hydroxyl or thiol system is -3.4 kcal/mol or -2.6 kcal/mol, respectively. This type of bifurcated H-bond provides an intrahelical H-bonding partner for polar side-chains, such as serine, threonine, and cysteine within the hydrophobic membrane environments. The role of hydrogen bonds in protein folding has also been linked to osmolyte-induced protein stabilization. Protective osmolytes, such as trehalose and sorbitol, shift the protein folding equilibrium toward the folded state, in a concentration dependent manner. While the prevalent explanation for osmolyte action relies on excluded volume effects that are entropic in nature, circular dichroism (CD) experiments have shown osmolyte to act through an enthalpic effect. The molecular mechanism for their role in protein stabilization is still not well established, though several mechanisms have been proposed. Computer molecular dynamics simulations suggest that osmolytes stabilize proteins by modifying the hydrogen bonds in the protein hydration layer. Several studies have shown that hydrogen bonds play an important role for the stability between subunits in multimeric proteins. For example, a study of sorbitol dehydrogenase displayed an important hydrogen bonding network which stabilizes the tetrameric quaternary structure within the mammalian sorbitol dehydrogenase protein family. A protein backbone hydrogen bond incompletely shielded from water attack is a dehydron. Dehydrons promote the removal of water through proteins or ligand binding. The exogenous dehydration enhances the electrostatic interaction between the amide and carbonyl groups by de-shielding their partial charges. Furthermore, the dehydration stabilizes the hydrogen bond by destabilizing the nonbonded state consisting of dehydrated isolated charges. Wool, being a protein fibre, is held together by hydrogen bonds, causing wool to recoil when stretched. However, washing at high temperatures can permanently break the hydrogen bonds and a garment may permanently lose its shape. Cellulose Hydrogen bonds are important in the structure of cellulose and derived polymers in its many different forms in nature, such as cotton and flax. Synthetic polymers Many polymers are strengthened by hydrogen bonds within and between the chains. Among the synthetic polymers, a well characterized example is nylon, where hydrogen bonds occur in the repeat unit and play a major role in crystallization of the material. The bonds occur between carbonyl and amine groups in the amide repeat unit. They effectively link adjacent chains, which help reinforce the material. The effect is great in aramid fibre, where hydrogen bonds stabilize the linear chains laterally. The chain axes are aligned along the fibre axis, making the fibres extremely stiff and strong. The hydrogen-bond networks make both natural and synthetic polymers sensitive to humidity levels in the atmosphere because water molecules can diffuse into the surface and disrupt the network. Some polymers are more sensitive than others. Thus nylons are more sensitive than aramids, and nylon 6 more sensitive than nylon-11. Symmetric hydrogen bond A symmetric hydrogen bond is a special type of hydrogen bond in which the proton is spaced exactly halfway between two identical atoms. The strength of the bond to each of those atoms is equal. It is an example of a three-center four-electron bond. This type of bond is much stronger than a "normal" hydrogen bond. The effective bond order is 0.5, so its strength is comparable to a covalent bond. It is seen in ice at high pressure, and also in the solid phase of many anhydrous acids such as hydrofluoric acid and formic acid at high pressure. It is also seen in the bifluoride ion [F--H--F]−. Due to severe steric constraint, the protonated form of Proton Sponge (1,8-bis(dimethylamino)naphthalene) and its derivatives also have symmetric hydrogen bonds ([N--H--N]+), although in the case of protonated Proton Sponge, the assembly is bent. Dihydrogen bond The hydrogen bond can be compared with the closely related dihydrogen bond, which is also an intermolecular bonding interaction involving hydrogen atoms. These structures have been known for some time, and well characterized by crystallography; however, an understanding of their relationship to the conventional hydrogen bond, ionic bond, and covalent bond remains unclear. Generally, the hydrogen bond is characterized by a proton acceptor that is a lone pair of electrons in nonmetallic atoms (most notably in the nitrogen, and chalcogen groups). In some cases, these proton acceptors may be pi-bonds or metal complexes. In the dihydrogen bond, however, a metal hydride serves as a proton acceptor, thus forming a hydrogen-hydrogen interaction. Neutron diffraction has shown that the molecular geometry of these complexes is similar to hydrogen bonds, in that the bond length is very adaptable to the metal complex/hydrogen donor system. Dynamics probed by spectroscopic means The dynamics of hydrogen bond structures in water can be probed by the IR spectrum of OH stretching vibration. In the hydrogen bonding network in protic organic ionic plastic crystals (POIPCs), which are a type of phase change material exhibiting solid-solid phase transitions prior to melting, variable-temperature infrared spectroscopy can reveal the temperature dependence of hydrogen bonds and the dynamics of both the anions and the cations. The sudden weakening of hydrogen bonds during the solid-solid phase transition seems to be coupled with the onset of orientational or rotational disorder of the ions. Application to drugs Hydrogen bonding is a key to the design of drugs. According to Lipinski's rule of five the majority of orally active drugs tend to have between five and ten hydrogen bonds. These interactions exist between nitrogen–hydrogen and oxygen–hydrogen centers. As with many other rules of thumb, many exceptions exist. References Further reading George A. Jeffrey. An Introduction to Hydrogen Bonding (Topics in Physical Chemistry). Oxford University Press, USA (March 13, 1997). External links The Bubble Wall (Audio slideshow from the National High Magnetic Field Laboratory explaining cohesion, surface tension and hydrogen bonds) isotopic effect on bond dynamics Chemical bonding Hydrogen physics Supramolecular chemistry Intermolecular forces
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Herman Melville (born Melvill; August 1, 1819 – September 28, 1891) was an American novelist, short story writer, and poet of the American Renaissance period. Among his best-known works are Moby-Dick (1851); Typee (1846), a romanticized account of his experiences in Polynesia; and Billy Budd, Sailor, a posthumously published novella. Although his reputation was not high at the time of his death, the 1919 centennial of his birth was the starting point of a Melville revival, and Moby-Dick grew to be considered one of the great American novels. Melville was born in New York City, the third child of a prosperous merchant whose death in 1832 left the family in dire financial straits. He took to sea in 1839 as a common sailor on a merchant ship and then on the whaler Acushnet, but he jumped ship in the Marquesas Islands. Typee, his first book, and its sequel, Omoo (1847), were travel-adventures based on his encounters with the peoples of the island. Their success gave him the financial security to marry Elizabeth Shaw, the daughter of the Boston jurist Lemuel Shaw. Mardi (1849), a romance-adventure and his first book not based on his own experience, was not well received. Redburn (1849) and White-Jacket (1850), both tales based on his experience as a well-born young man at sea, were given respectable reviews, but did not sell well enough to support his expanding family. Melville's growing literary ambition showed in Moby-Dick (1851), which took nearly a year and a half to write, but it did not find an audience, and critics scorned his psychological novel Pierre: or, The Ambiguities (1852). From 1853 to 1856, Melville published short fiction in magazines, including "Benito Cereno" and "Bartleby, the Scrivener". In 1857, he traveled to England, toured the Near East, and published his last work of prose, The Confidence-Man (1857). He moved to New York in 1863, eventually taking a position as United States customs inspector. From that point, Melville focused his creative powers on poetry. Battle-Pieces and Aspects of the War (1866) was his poetic reflection on the moral questions of the American Civil War. In 1867, his eldest child Malcolm died at home from a self-inflicted gunshot. Melville's metaphysical epic Clarel: A Poem and Pilgrimage in the Holy Land was published in 1876. In 1886, his other son Stanwix died of apparent tuberculosis, and Melville retired. During his last years, he privately published two volumes of poetry, and left one volume unpublished. The novella Billy Budd was left unfinished at his death, but was published posthumously in 1924. Melville died from cardiovascular disease in 1891. Biography Family and early life Herman Melville was born in New York City on August 1, 1819, to Allan Melvill (1782–1832) and Maria (Gansevoort) Melvill (1791–1872). Herman was the third of eight children in a family of Scottish and Dutch heredity and background. His siblings, who played important roles in his career as well as in his emotional life, were Gansevoort (1815–1846); Helen Maria (1817–1888); Augusta (1821–1876); Allan (1823–1872); Catherine (1825–1905); Frances Priscilla (1827–1885); and Thomas (1830–1884), who eventually became a governor of Sailors' Snug Harbor. Part of a well-established and colorful Boston family, Allan Melvill spent much time out of New York and in Europe as a commission merchant and an importer of French dry goods. Both of Melville's grandfathers were heroes of the Revolutionary War, and Melville found satisfaction in his "double revolutionary descent". Major Thomas Melvill (1751–1832) had taken part in the Boston Tea Party, and his maternal grandfather, General Peter Gansevoort (1749–1812), was famous for having commanded the defense of Fort Stanwix in New York in 1777. Major Melvill sent his son Allan (Herman's father) to France instead of college at the turn of the 19th century, where he spent two years in Paris and learned to speak and write French fluently. In 1814, Allan, who subscribed to his father's Unitarianism, married Maria Gansevoort, who was committed to the more strict and biblically oriented Dutch Reformed version of the Calvinist creed of her family. This more severe Protestantism of the Gansevoorts' tradition ensured she was well versed in the Bible, both in English as well as in Dutch, the language she had grown up speaking with her parents. On August 19, almost three weeks after his birth, Herman Melville was baptized at home by a minister of the South Reformed Dutch Church. During the 1820s, Melville lived a privileged, opulent life in a household with three or more servants at a time. At four-year intervals, the family would move to more spacious and elegant quarters, finally settling on Broadway in 1828. Allan Melvill lived beyond his means and on large sums he borrowed from both his father and his wife's widowed mother. Although his wife's opinion of his financial conduct is unknown, biographer Hershel Parker suggests Maria "thought her mother's money was infinite and that she was entitled to much of her portion" while her children were young. How well the parents managed to hide the truth from their children is "impossible to know", according to biographer Andrew Delbanco. In 1830, Maria's family finally lost patience and their support came to a halt, at which point Allan's total debt to both families exceeded $20,000 (), showing his lack of financial responsibility. The relative happiness and comfort of Melville's early childhood, biographer Newton Arvin writes, depended not so much on Allan's wealth, or his lack of fiscal prudence, as on the "exceptionally tender and affectionate spirit in all the family relationships, especially in the immediate circle". Arvin describes Allan as "a man of real sensibility and a particularly warm and loving father," while Maria was "warmly maternal, simple, robust, and affectionately devoted to her husband and her brood". Education and father's death Herman Melville's schooling began when he was five and was interrupted at age 12 by the death of his father. Around the time the Melvills moved to a newly built house at 33 Bleecker Street in Manhattan in 1824, Herman and his older brother Gansevoort were sent to the New York Male High School. In 1826, the year that Herman contracted scarlet fever, Allan Melvill described him as "very backwards in speech & somewhat slow in comprehension" at first, but his development increased its pace and Allan was surprised "that Herman proved the best Speaker in the introductory Department". In 1829, both Gansevoort and Herman were transferred to Columbia Grammar and Preparatory School, and Herman enrolled in the English Department on September 28. "Herman I think is making more progress than formerly," Allan wrote in May 1830 to Major Melvill, "and without being a bright Scholar, he maintains a respectable standing, and would proceed further, if he could only be induced to study more—being a most amiable and innocent child, I cannot find it in my heart to coerce him". Emotionally unstable and behind on paying the rent for the house on Broadway, Herman's father tried to recover by moving his family to Albany, New York, in 1830 and going into the fur business. Herman attended the Albany Academy from October 1830 to October 1831, where he took the standard preparatory course, studying reading and spelling; penmanship; arithmetic; English grammar; geography; natural history; universal, Greek, Roman and English history; classical biography; and Jewish antiquities. In early August 1831, Herman marched in the Albany city government procession of the year's "finest scholars" and was presented with a copy of The London Carcanet, a collection of poems and prose, inscribed to him as "first best in ciphering books" "The ubiquitous classical references in Melville's published writings," as Melville scholar Merton Sealts observed "suggest that his study of ancient history, biography, and literature during his school days left a lasting impression on both his thought and his art, as did his almost encyclopedic knowledge of both the Old and the New Testaments". Nonetheless, Melville's time there was soon interrupted. Parker speculates that he left the Academy in October 1831 because "even the tiny tuition fee seemed too much to pay". In December, Allan Melvill returned from New York City by steamboat, but had to travel the last seventy miles in an open carriage for two days and two nights at sub-freezing temperatures. In early January, he began to show "signs of delirium", and his situation grew worse until his wife felt his suffering deprived him of his intellect. He died on January 28, 1832, two months before reaching fifty. As Herman was no longer attending school, he likely witnessed these scenes. Twenty years later he described a similar death in Pierre. Work as a clerk The death of Allan caused many major shifts in the family's material and spiritual circumstances. One result was the greater influence of his mother's religious beliefs. Maria sought consolation in her faith and in April was admitted as a member of the First Reformed Dutch Church. Herman's saturation in orthodox Calvinism was surely the most decisive intellectual and spiritual influence of his early life. Two months after his father's death, Gansevoort entered the cap and fur business. Uncle Peter Gansevoort, a director of the New York State Bank, got Herman a job as clerk for $150 a year (). Biographers cite a passage from Redburn when trying to answer what Herman must have felt then: "I had learned to think much and bitterly before my time," the narrator remarks, adding, "I must not think of those delightful days, before my father became a bankrupt ... and we removed from the city; for when I think of those days, something rises up in my throat and almost strangles me". With Melville, Arvin argues, one has to reckon with "psychology, the tormented psychology, of the decayed patrician". When Melville's paternal grandfather died on September 16, 1832, Maria and her children discovered Allan, somewhat unscrupulously, had borrowed more than his share of his inheritance, meaning Maria received only $20 (). His paternal grandmother died almost exactly seven months later. Melville did his job well at the bank; although he was only 14 in 1834, the bank considered him competent enough to be sent to Schenectady, New York on an errand. Not much else is known from this period except that he was very fond of drawing. The visual arts became a lifelong interest. Around May 1834, the Melvilles moved to another house in Albany, a three-story brick house. That same month a fire destroyed Gansevoort's skin-preparing factory, which left him with personnel he could neither employ nor afford. Instead he pulled Melville out of the bank to man the cap and fur store. Intermittent work and studies In 1835, while still working in the store, Melville enrolled in Albany Classical School, perhaps using Maria's part of the proceeds from the sale of the estate of his maternal grandmother in March 1835. In September of the following year, Herman was back in Albany Academy in the Latin course. He also participated in debating societies, in an apparent effort to make up as much as he could for his missed years of schooling. In this period he read Shakespeare—at least Macbeth, whose witch scenes gave him the chance to teasingly scare his sisters. By March 1837, he was again withdrawn from Albany Academy. Gansevoort served as a role model and support for Melville throughout his life, particularly during this time trying to cobble together an education. In early 1834 Gansevoort had become a member of Albany's Young Men's Association for Mutual Improvement, and in January 1835 Melville joined him there. Gansevoort also had copies of John Todd's Index Rerum, a blank register for indexing remarkable passages from books one had read for easy retrieval. Among the sample entries which Gansevoort made showing his academic scrupulousness was "Pequot, beautiful description of the war with," with a short title reference to the place in Benjamin Trumbull's A Complete History of Connecticut (Volume I in 1797, and Volume II in 1818) where the description could be found. The two surviving volumes of Gansevoort's are the best evidence for Melville's reading in this period. Gansevoort's entries include books Melville used for Moby-Dick and Clarel, such as "Parsees—of India—an excellent description of their character, and religion and an account of their descent—East India Sketch Book p. 21". Other entries are on Panther, the pirate's cabin, and storm at sea from James Fenimore Cooper's The Red Rover, Saint-Saba. Work as a school teacher The Panic of 1837 forced Gansevoort to file for bankruptcy in April. In June, Maria told the younger children they needed to leave Albany for somewhere cheaper. Gansevoort began studying law in New York City while Herman managed the farm before getting a teaching position at Sikes District School near Lenox, Massachusetts. He taught about 30 students of various ages, including some his own age. The semester over, he returned to his mother in 1838. In February he was elected president of the Philo Logos Society, which Peter Gansevoort invited to move into Stanwix Hall for no rent. In the Albany Microscope in March, Melville published two polemical letters about issues in vogue in the debating societies. Historians Leon Howard and Hershel Parker suggest the motive behind the letters was a youthful desire to have his rhetorical skills publicly recognized. In May, the Melvilles moved to a rented house in Lansingburgh, almost 12 miles north of Albany. Nothing is known about what Melville did or where he went for several months after he finished teaching at Sikes. On November 12, five days after arriving in Lansingburgh, Melville paid for a term at Lansingburgh Academy to study surveying and engineering. In an April 1839 letter recommending Herman for a job in the Engineer Department of the Erie Canal, Peter Gansevoort says his nephew "possesses the ambition to make himself useful in a business which he desires to make his profession," but no job resulted. Just weeks after this failure, Melville's first known published essay appeared. Using the initials "L.A.V.", Herman contributed "Fragments from a Writing Desk" to the weekly newspaper Democratic Press and Lansingburgh Advertiser, which printed it in two installments, the first on May 4. According to Merton Sealts, his use of heavy-handed allusions reveals familiarity with the work of William Shakespeare, John Milton, Walter Scott, Richard Brinsley Sheridan, Edmund Burke, Samuel Taylor Coleridge, Lord Byron, and Thomas Moore. Parker calls the piece "characteristic Melvillean mood-stuff" and considers its style "excessive enough [...] to indulge his extravagances and just enough overdone to allow him to deny that he was taking his style seriously". For Delbanco, the style is "overheated in the manner of Poe, with sexually charged echoes of Byron and The Arabian Nights". 1839–1844: Years at sea On May 31, 1839, Gansevoort, then living in New York City, wrote that he was sure Herman could get a job on a whaler or merchant vessel. The next day, he signed aboard the merchant ship St. Lawrence as a "boy" (a green hand), which cruised from New York to Liverpool. Redburn: His First Voyage (1849) draws on his experiences in this journey; at least two of the nine guide-books listed in chapter 30 of the book had been part of Allan Melvill's library. He arrived back in New York October 1, 1839 and resumed teaching, now at Greenbush, New York, but left after one term because he had not been paid. In the summer of 1840 he and his friend James Murdock Fly went to Galena, Illinois to see if his Uncle Thomas could help them find work. Unsuccessful, he and his friend returned home in autumn, likely by way of St. Louis and up the Ohio River. Inspired by contemporaneous popular cultural reading, including Richard Henry Dana Jr.'s new book Two Years Before the Mast and Jeremiah N. Reynolds's account in the May 1839 issue of The Knickerbocker magazine of the hunt for a great white sperm whale named Mocha Dick, Herman and Gansevoort traveled to New Bedford, where Herman signed up for a whaling voyage aboard a new ship, the Acushnet. Built in 1840, the ship measured some 104 feet in length, almost 28 feet in breadth, and almost 14 feet in depth. She measured slightly less than 360 tons and had two decks and three masts, but no quarter galleries. The Acushnet was owned by Melvin O. Bradford and Philemon Fuller of Fairhaven, Massachusetts and was berthed near their office at the foot of Center Street in that town. Herman signed a contract on Christmas Day with the ship's agent as a "green hand" for 1/175th of whatever profits the voyage would yield. On Sunday the 27th, the brothers heard Reverend Enoch Mudge preach at the Seamen's Bethel on Johnny-Cake Hill, where white marble cenotaphs on the walls memorialized local sailors who had died at sea, often in battle with whales. When he signed the crew list the next day, Herman was advanced $84. On January 3, 1841, the Acushnet set sail. Melville slept with some twenty others in the forecastle; Captain Valentine Pease, the mates, and the skilled men slept aft. Whales were found near The Bahamas, and in March 150 barrels of oil were sent home from Rio de Janeiro. Cutting in and trying-out (boiling) a single whale took about three days, and a whale yielded approximately one barrel of oil per foot of length and per ton of weight (the average whale weighed 40 to 60 tons). The oil was kept on deck for a day to cool off, and was then stowed down; scrubbing the deck completed the labor. An average voyage meant that some forty whales were killed to yield some 1600 barrels of oil. On April 15, the Acushnet sailed around Cape Horn and traveled to the South Pacific, where the crew sighted whales without catching any. She then went up the coast of Chile to the region of Selkirk Island, and on May 7, near Juan Fernández Islands, she had 160 barrels. On June 23, the ship anchored for the first time since Rio, in Santa Harbor. The cruising grounds the Acushnet was sailing attracted much traffic, and Captain Pease not only paused to visit other whalers, but at times hunted in company with them. From July 23 into August, the Acushnet regularly gammed with the Lima from Nantucket, and Melville met William Henry Chase, the son of Owen Chase, who gave him a copy of his father's account of his adventures aboard the Essex. Ten years later, Melville wrote in his other copy of the book: "The reading of this wondrous story upon the landless sea, & close to the very latitude of the shipwreck had a surprising effect upon me". On September 25, the ship reported having 600 barrels of oil to another whaler, and in October 700 barrels. On October 24, the Acushnet crossed the equator to the north, and six or seven days later arrived at the Galápagos Islands. This short visit would be the basis for "The Encantadas". On November 2, the Acushnet and three other American whalers were hunting together near the Galápagos Islands; Melville later exaggerated that number in Sketch Fourth of "The Encantadas". From November 19 to 25, the ship anchored at Chatham's Isle, and on December 2 reached the coast of Peru and anchored at Tombez near Paita, with 570 barrels of oil on board. On December 27, the Acushnet sighted Cape Blanco, off Ecuador. Point St. Elena was sighted the next day, and on January 6, 1842, the ship approached the Galápagos Islands from the southeast. From February May 13 to 7, seven sightings of sperm whales were recorded, but none was killed. From early May to early June, the Acushnet cooperatively set about its whaling endeavors several times with the Columbus of New Bedford, which also took letters from Melville's ship; the two ships were in the same area just south of the Equator. On June 16, the Acushnet carried 750 barrels of oil and sent home 200 on the Herald the Second, and, on June 23, she reached the Marquesas Islands and anchored at Nuku Hiva. In the summer of 1842, Melville and his shipmate Richard Tobias Greene ("Toby") jumped ship at Nuku Hiva Bay. Melville's first book, Typee (1846), is based on his stay in or near the Taipi Valley. By around mid-August, Melville had left the island aboard the Australian whaler Lucy Ann, bound for Tahiti, where he took part in a mutiny and was briefly jailed in the native Calabooza Beretanee. In October, he and crew mate John B. Troy escaped Tahiti for Eimeo. He then spent a month as beachcomber and island rover ("omoo" in Tahitian), eventually crossing over to Moorea. He drew on these experiences for Omoo, the sequel to Typee. In November, he contracted to be a seaman on the Nantucket whaler Charles & Henry for a six-month cruise (November 1842−April 1843), and was discharged at Lahaina, Maui, in the Hawaiian Islands, in May 1843. After four months of working several jobs in Hawaii, including as a clerk, Melville joined the US Navy on August 20, as an ordinary seaman on the frigate . During the next year, the homeward bound ship visited the Marquesas Islands, Tahiti, and Valparaiso, and then, from summer to fall 1844, Mazatlan, Lima, and Rio de Janeiro, before reaching Boston on October 3. Melville was discharged on October 14. This Navy experience is used in White-Jacket (1850), Melville's fifth book. Melville's wander-years created what biographer Arvin calls "a settled hatred of external authority, a lust for personal freedom", and a "growing and intensifying sense of his own exceptionalism as a person", along with "the resentful sense that circumstance and mankind together had already imposed their will upon him in a series of injurious ways". Scholar Robert Milder believes the encounter with the wide ocean, where he was seemingly abandoned by God, led Melville to experience a "metaphysical estrangement" and influenced his social views in two ways: first, that he belonged to the genteel classes, but sympathized with the "disinherited commons" he had been placed among and, second, that experiencing the cultures of Polynesia let him view the West from an outsider's perspective. 1845–1850: Successful writer Upon his return, Melville regaled his family and friends with his adventurous tales and romantic experiences, and they urged him to put them into writing. Melville completed Typee, his first book, in the summer of 1845 while living in Troy, New York. His brother Gansevoort found a publisher for it in London, where it was published in February 1846 by John Murray in his travel adventure series. It became an overnight bestseller in England, then in New York, when it was published on March 17 by Wiley & Putnam. In the narrative, Melville likely extended the period of time he had spent on the island and also incorporated material from source books he had assembled. Milder calls Typee "an appealing mixture of adventure, anecdote, ethnography, and social criticism presented with a genial latitudinarianism that gave novelty to a South Sea idyll at once erotically suggestive and romantically chaste". An unsigned review in the Salem Advertiser written by Nathaniel Hawthorne called the book a "skilfully managed" narrative by an author with "that freedom of view ... which renders him tolerant of codes of morals that may be little in accordance with our own". Hawthorne continued: This book is lightly but vigorously written; and we are acquainted with no work that gives a freer and more effective picture of barbarian life, in that unadulterated state of which there are now so few specimens remaining. The gentleness of disposition that seems akin to the delicious climate, is shown in contrast with the traits of savage fierceness...He has that freedom of view—it would be too harsh to call it laxity of principle—which renders him tolerant of codes of morals that may be little in accordance with our own, a spirit proper enough to a young and adventurous sailor, and which makes his book the more wholesome to our staid landsmen. Pleased but not overwhelmed by the adulation of his new public, Melville later expressed concern that he would "go down to posterity ... as a 'man who lived among the cannibals'!" The writing of Typee brought Melville back into contact with his friend Greene—Toby in the book—who wrote confirming Melville's account in newspapers. The two corresponded until 1863, and in his final years Melville "traced and successfully located his old friend" for a further meeting of the two. In March 1847, Omoo, a sequel to Typee, was published by Murray in London, and in May by Harper in New York. Omoo is "a slighter but more professional book," according to Milder. Typee and Omoo gave Melville overnight renown as a writer and adventurer, and he often entertained by telling stories to his admirers. As the writer and editor Nathaniel Parker Willis wrote, "With his cigar and his Spanish eyes, he talks Typee and Omoo, just as you find the flow of his delightful mind on paper". In 1847 Melville tried unsuccessfully to find a "government job" in Washington. In June 1847, Melville and Elizabeth "Lizzie" Knapp Shaw were engaged, after knowing each other for approximately three months. Melville had first asked her father, Lemuel Shaw, for her hand in March, but was turned down at the time. Shaw, Chief Justice of Massachusetts, had been a close friend of Melville's father, and his marriage with Melville's aunt Nancy was prevented only by her death. His warmth and financial support for the family continued after Allan's death. Melville dedicated his first book, Typee, to him. Lizzie was raised by her grandmother and an Irish nurse. Arvin suggests that Melville's interest in Lizzie may have been stimulated by "his need of Judge Shaw's paternal presence". They were married on August 4, 1847. Lizzie described their marriage as "very unexpected, and scarcely thought of until about two months before it actually took place". She wanted to be married in church, but they had a private wedding ceremony at home to avoid possible crowds hoping to see the celebrity. The couple honeymooned in the then-British Province of Canada, and traveled to Montreal. They settled in a house on Fourth Avenue in New York City (now called Park Avenue). According to scholars Joyce Deveau Kennedy and Frederick James Kennedy, Lizzie brought to their marriage a sense of religious obligation, an intent to make a home with Melville regardless of place, a willingness to please her husband by performing such "tasks of drudgery" as mending stockings, an ability to hide her agitation, and a desire "to shield Melville from unpleasantness". The Kennedys conclude their assessment with: Biographer Robertson-Lorant cites "Lizzie's adventurous spirit and abundant energy," and she suggests that "her pluck and good humor might have been what attracted Melville to her, and vice versa". An example of such good humor appears in a letter about her not yet used to being married: "It seems sometimes exactly as if I were here for a visit. The illusion is quite dispelled however when Herman stalks into my room without even the ceremony of knocking, bringing me perhaps a button to sew on, or some equally romantic occupation". On February 16, 1849, the Melvilles' first child, Malcolm, was born. In March 1848, Mardi was published by Richard Bentley in London, and in April by Harper in New York. Nathaniel Hawthorne thought it a rich book "with depths here and there that compel a man to swim for his life". According to Milder, the book began as another South Sea story but, as he wrote, Melville left that genre behind, first in favor of "a romance of the narrator Taji and the lost maiden Yillah," and then "to an allegorical voyage of the philosopher Babbalanja and his companions through the imaginary archipelago of Mardi". In October 1849, Redburn was published by Bentley in London, and in November by Harper in New York. The bankruptcy and death of Allan Melvill, and Melville's own youthful humiliations surface in this "story of outward adaptation and inner impairment". Biographer Robertson-Lorant regards the work as a deliberate attempt for popular appeal: "Melville modeled each episode almost systematically on every genre that was popular with some group of antebellum readers," combining elements of "the picaresque novel, the travelogue, the nautical adventure, the sentimental novel, the sensational French romance, the gothic thriller, temperance tracts, urban reform literature, and the English pastoral". His next novel, White-Jacket, was published by Bentley in London in January 1850, and in March by Harper in New York. 1850–1851: Hawthorne and Moby-Dick The earliest surviving mention of Moby-Dick is from a May 1, 1850 letter in which Melville told fellow sea author Richard Henry Dana Jr. ″I am half way in the work.″ In June, he described the book to his English publisher as "a romance of adventure, founded upon certain wild legends in the Southern Sperm Whale Fisheries," and promised it would be done by the fall. The original manuscript has not survived, but over the next several months Melville radically transformed his initial plan, conceiving what Delbanco described in 2005 as "the most ambitious book ever conceived by an American writer". From August 4 to 12, 1850, the Melvilles, Sarah Morewood, Evert Duyckinck, Oliver Wendell Holmes, and other literary figures from New York and Boston came to Pittsfield to enjoy a period of parties, picnics, dinners, and the like. Nathaniel Hawthorne and his publisher James T. Fields joined the group while Hawthorne's wife stayed at home to look after the children. On one picnic outing organized by Duyckinck, Hawthorne and Melville sought shelter from the rain together and had a deep, private conversation. Melville had been given a copy of Hawthorne's short story collection Mosses from an Old Manse, though he had not yet read it Melville then avidly read it and wrote a review, "Hawthorne and His Mosses," which appeared in two installments, on August 17 and 24, in The Literary World. Melville wrote that these stories revealed a dark side to Hawthorne, "shrouded in blackness, ten times black". He repeatedly compared Hawthorne to Shakespeare, and urged that "men not very much inferior to Shakespeare are this day being born on the banks of the Ohio." The critic Walter Bezanson finds the essay "so deeply related to Melville's imaginative and intellectual world while writing Moby-Dick" that it could be regarded as a virtual preface and should be "everybody's prime piece of contextual reading". Later that summer, Duyckinck sent Hawthorne copies of Melville's three most recent books. Hawthorne read them, as he wrote to Duyckinck on August 29 that Melville in Redburn and White-Jacket put the reality "more unflinchingly" before his reader than any writer, and he thought Mardi was "a rich book, with depths here and there that compel a man to swim for his life". But he cautioned, "It is so good that one scarcely pardons the writer for not having brooded long over it, so as to make it a great deal better". In September 1850, Melville borrowed three thousand dollars from his father-in-law Lemuel Shaw to buy a 160-acre farm in Pittsfield, Massachusetts. Melville called his new home Arrowhead because of the arrowheads that were dug up around the property during planting season. That winter, Melville paid Hawthorne an unexpected visit, only to discover he was working and "not in the mood for company". Hawthorne's wife Sophia gave him copies of Twice-Told Tales and, for Malcolm, The Grandfather's Chair. Melville invited them to visit Arrowhead soon, hoping to "[discuss] the Universe with a bottle of brandy & cigars" with Hawthorne, but Hawthorne would not stop working on his new book for more than one day and they did not come. After a second visit from Melville, Hawthorne surprised him by arriving at Arrowhead with his daughter Una. According to Robertson-Lorant, "The handsome Hawthorne made quite an impression on the Melville women, especially Augusta, who was a great fan of his books". They spent the day mostly "smoking and talking metaphysics". Robertson-Lorant writes that Melville was "infatuated with Hawthorne's intellect, captivated by his artistry, and charmed by his elusive personality," but "the friendship meant something different to each of them," with Hawthorne offering Melville "the kind of intellectual stimulation he needed". They may have been "natural allies and friends," yet they were also "fifteen years apart in age and temperamentally quite different" and Hawthorne "found Melville's manic intensity exhausting at times". Bezanson identifies "sexual excitement" in all the ten letters Melville wrote to the older man. In the essay on Hawthorne's Mosses, Melville wrote: "I feel that this Hawthorne has dropped germinous seeds into my soul. He expands and deepens down, the more I contemplate him; and further, and further, shoots his strong New-England roots into the hot soil of my Southern soul." Melville dedicated his book to Hawthorne: "In token of my admiration for his genius, this book is inscribed to Nathaniel Hawthorne". On October 18, 1851, The Whale was published in Britain in three volumes, and on November 14 Moby-Dick appeared in the United States as a single volume. In between these dates, on October 22, 1851, the Melvilles' second child, Stanwix, was born. In December, Hawthorne told Duyckinck, "What a book Melville has written! It gives me an idea of much greater power than his preceding ones." Unlike other contemporaneous reviewers of Melville, Hawthorne had seen the uniqueness of Melville's new novel and acknowledged it. In early December 1852, Melville visited the Hawthornes in Concord and discussed the idea of the "Agatha" story he had pitched to Hawthorne. This was the last known contact between the two writers before Melville visited Hawthorne in Liverpool four years later when Hawthorne had relocated to England. 1852–1857: Unsuccessful writer After having borrowed three thousand dollars from his father-in-law in September 1850 to buy a 160-acre farm in Pittsfield, Massachusetts, Melville had high hopes that his next book would please the public and restore his finances. In April 1851 he told his British publisher, Richard Bentley, that his new book had "unquestionable novelty" and was calculated to have wide appeal with elements of romance and mystery. In fact, Pierre: or, The Ambiguities was heavily psychological, though drawing on the conventions of the romance, and difficult in style. It was not well received. The New York Day Book published a venomous attack on September 8, 1852, headlined "HERMAN MELVILLE CRAZY". The item, offered as a news story, reported, On May 22, 1853, Melville's third child and first daughter Elizabeth (Bessie) was born, and on or about that day Herman finished work on the Agatha story, Isle of the Cross. Melville traveled to New York to discuss a book, presumably Isle of the Cross, with his publisher, but later wrote that Harper & Brothers was "prevented" from publishing his manuscript because it was lost. After the commercial and critical failure of Pierre, Melville had difficulty finding a publisher for his follow-up novel Israel Potter. Instead, this narrative of a Revolutionary War veteran was serialized in Putnam's Monthly Magazine in 1853. From November 1853 to 1856, Melville published fourteen tales and sketches in Putnam's and Harper's magazines. In December 1855 he proposed to Dix & Edwards, the new owners of Putnam's, that they publish a selective collection of the short fiction. The collection, titled The Piazza Tales, was named after a new introductory story Melville wrote for it, "The Piazza". It also contained five previously published stories, including "Bartleby, the Scrivener" and "Benito Cereno". On March 2, 1855, the Melvilles' fourth child, Frances (Fanny), was born. In this period, his book Israel Potter was published. The writing of The Confidence-Man put great strain on Melville, leading Sam Shaw, a nephew of Lizzie, to write to his uncle Lemuel Shaw: "Herman I hope has had no more of those ugly attacks"—a reference to what Robertson-Lorant calls "the bouts of rheumatism and sciatica that plagued Melville". Melville's father-in-law apparently shared his daughter's "great anxiety about him" when he wrote a letter to a cousin, in which he described Melville's working habits: "When he is deeply engaged in one of his literary works, he confines him[self] to hard study many hours in the day, with little or no exercise, and this specially in winter for a great many days together. He probably thus overworks himself and brings on severe nervous affections". Shaw advanced Melville $1,500 from Lizzie's inheritance to travel four or five months in Europe and the Holy Land. From October 11, 1856, to May 20, 1857, Melville made a six-month Grand Tour of Europe and the Mediterranean. While in England, in November 1856, he briefly reunited for three days with Hawthorne, who had taken the position of United States Consul at Liverpool, at that time the hub of Britain's Atlantic trade. At the nearby coast resort of Southport, amid the sand dunes where they had stopped to smoke cigars, they had a conversation which Hawthorne later described in his journal: "Melville, as he always does, began to reason of Providence and futurity, and of everything that lies beyond human ken, and informed me that he 'pretty much made up his mind to be annihilated' [...] If he were a religious man, he would be one of the most truly religious and reverential; he has a very high and noble nature, and better worth immortality than most of us." The Mediterranean part of the tour took in the Holy Land, which inspired his epic poem Clarel. During the tour he visited Mount Hope a Christian farm near Jaffa.On April 1, 1857, Melville published his last full-length novel The Confidence-Man. This novel, subtitled His Masquerade, has won general acclaim in modern times as a complex and mysterious exploration of issues of fraud and honesty, identity and masquerade. However, when it was published, it received reviews ranging from the bewildered to the denunciatory. 1857–1876: Poet To repair his faltering finances, Melville took up public lecturing from late 1857 to 1860. He embarked upon three lecture tours and spoke at lyceums, chiefly on Roman statuary and sightseeing in Rome. Melville's lectures, which mocked the pseudo-intellectualism of lyceum culture, were panned by contemporary audiences. On May 30, 1860, Melville boarded the clipper Meteor for California, with his brother Thomas at the helm. After a shaky trip around Cape Horn, Melville returned to New York alone via Panama in November. Later that year, he submitted a poetry collection to a publisher but it was not accepted, and is now lost. In 1863, he bought his brother's house at 104 East 26th Street in New York City and moved there. In 1864, Melville visited the Virginia battlefields of the American Civil War. After the war, he published Battle Pieces and Aspects of the War (1866), a collection of 72 poems that has been described as "a polyphonic verse journal of the conflict". The work did not do well commercially—of the print run of 1,260 copies, 300 were sent as review copies, and 551 copies were sold—and reviewers did not realize that Melville had purposely avoided the ostentatious diction and fine writing that were in fashion, choosing to be concise and spare. In 1866, Melville became a customs inspector for New York City. He held the post for 19 years and had a reputation for honesty in a notoriously corrupt institution. (Unbeknownst to Melville, his position was sometimes protected by future American president Chester A. Arthur, then a customs official who admired Melville's writing but never spoke to him.) During these years, Melville suffered from nervous exhaustion, physical pain, and frustration, and would sometimes, in the words of Robertson-Lorant, behave like the "tyrannical captains he had portrayed in his novels", perhaps even beating his wife Lizzie when he came home after drinking. In 1867, Malcolm, the Melvilles' older son died in his bedroom at home at the age of 18 from a self-inflicted gun shot, perhaps intentional, perhaps accidental. In May 1867, Lizzie's brother Sam, who shared his family's fear for Melville's sanity, tried to arrange for her leave Melville. Lizzie was to visit her family in Boston and assert to a court that her husband was insane. But Lizzie, whether to avoid the social shame divorce carried at the time or because she still loved her husband, refused to go along with the plan. Though Melville's professional writing career had ended, he remained dedicated to his writing. He spent years on what Milder called "his autumnal masterpiece" Clarel: A Poem and a Pilgrimage (1876), an 18,000-line epic poem inspired by his 1856 trip to the Holy Land. It is among the longest single poems in American literature. The title character is a young American student of divinity who travels to Jerusalem to renew his faith. One of the central characters, Rolfe, is similar to Melville in his younger days, a seeker and adventurer, while the reclusive Vine is loosely based on Hawthorne, who had died twelve years before. Publication of 350 copies was funded with a bequest from his uncle in 1876, but sales failed miserably and the unsold copies were burned when Melville was unable to buy them at cost. Critic Lewis Mumford found an unread copy in the New York Public Library in 1925 "with its pages uncut". 1877–1891: Final years Although Melville's own income remained limited, in 1884, Lizzie received a legacy that enabled him to buy a steady stream of books and prints each month. Melville retired on December 31, 1885, after several of his wife's relatives further supported the couple with supplementary legacies and inheritances. On February 22, 1886, Stanwix, their younger son, died in San Francisco at age 36, from tuberculosis. In 1889, Melville became a member of the New York Society Library. Melville had a modest revival of popularity in England when readers rediscovered his novels. He published two collections of poems inspired by his early experiences at sea, with prose head notes. Intended for his relatives and friends, each had a print run of 25 copies. The first, John Marr and Other Sailors, was published in 1888, followed by Timoleon in 1891. He died the morning of September 28, 1891. His death certificate shows "cardiac dilation" as the cause. He was interred in the Woodlawn Cemetery in the Bronx, New York City. There were few obituaries. The New York Times initial death notice called his masterpiece "Mobie Dick", which later was erroneously taken to mean that he was unappreciated at his time of death. But there were some appreciations. The Times, for instance, published a substantial article of appreciation on October 2. The author said that thinking back to Melville's books that were so much read forty years earlier, there is "no difficulty determining why they were then read and talked about," but the difficulty is "to discover why they are read and talked about no longer." Melville left a volume of poetry, Weeds and Wildings, and a sketch, "Daniel Orme", unpublished at the time of his death. His wife also found pages for an unfinished novella, titled Billy Budd. Melville had revised and rearranged the manuscript in several stages, leaving the pages in disarray. Lizzie could not decide her husband's intentions (or even read his handwriting in some places) and abandoned attempts to edit the manuscript for publication. The pages were stored in a family breadbox until 1919 when Melville's granddaughter gave them to Raymond Weaver. Weaver, who initially dismissed the work's importance, published a quick transcription in 1924. This version, however, contained many misreadings, some of which affected interpretation. It was an immediate critical success in England, then in the United States. In 1962, the Melville scholars Harrison Hayford and Merton M. Sealts published a critical reading text that was widely accepted. It was adapted as a stage play on Broadway in 1951, then an opera, and in 1961 as a film. Writing style General narrative style Melville's writing style shows both consistencies and enormous changes throughout the years. His development "had been abnormally postponed, and when it came, it came with a rush and a force that had the menace of quick exhaustion in it". As early as "Fragments from a Writing Desk", written when Melville was 20, scholar Sealts sees "a number of elements that anticipate Melville's later writing, especially his characteristic habit of abundant literary allusion". Typee and Omoo were documentary adventures that called for a division of the narrative in short chapters. Such compact organization bears the risk of fragmentation when applied to a lengthy work such as Mardi, but with Redburn and White Jacket, Melville turned the short chapter into a concentrated narrative. Some chapters of Moby-Dick are no more than two pages in standard editions, and an extreme example is Chapter 122, consisting of a single paragraph of 36 words. The skillful handling of chapters in Moby-Dick is one of the most fully developed Melvillean signatures, and is a measure of his masterly writing style. Individual chapters have become "a touchstone for appreciation of Melville's art and for explanation" of his themes. In contrast, the chapters in Pierre, called Books, are divided into short-numbered sections, seemingly an "odd formal compromise" between Melville's natural length and his purpose to write a regular romance that called for longer chapters. As satirical elements were introduced, the chapter arrangement restores "some degree of organization and pace from the chaos". The usual chapter unit then reappears for Israel Potter, The Confidence-Man and even Clarel, but only becomes "a vital part in the whole creative achievement" again in the juxtaposition of accents and of topics in Billy Budd. Newton Arvin points out that only superficially the books after Mardi seem as if Melville's writing went back to the vein of his first two books. In reality, his movement "was not a retrograde but a spiral one", and while Redburn and White Jacket may lack the spontaneous, youthful charm of his first two books, they are "denser in substance, richer in feeling, tauter, more complex, more connotative in texture and imagery". The rhythm of the prose in Omoo "achieves little more than easiness; the language is almost neutral and without idiosyncrasy", while Redburn shows an improved ability in narrative which fuses imagery and emotion. Melville's early works were "increasingly baroque" in style, and with Moby-Dick Melville's vocabulary had grown superabundant. Walter Bezanson calls it an "immensely varied style". According to critic Warner Berthoff, three characteristic uses of language can be recognized. First, the exaggerated repetition of words, as in the series "pitiable", "pity", "pitied", and "piteous" (Ch. 81, "The Pequod Meets the Virgin"). A second typical device is the use of unusual adjective-noun combinations, as in "concentrating brow" and "immaculate manliness" (Ch. 26, "Knights and Squires"). A third characteristic is the presence of a participial modifier to emphasize and to reinforce the already established expectations of the reader, as the words "preluding" and "foreshadowing" ("so still and subdued and yet somehow preluding was all the scene ..." "In this foreshadowing interval ..."). After his use of hyphenated compounds in Pierre, Melville's writing gives Berthoff the impression of becoming less exploratory and less provocative in his choices of words and phrases. Instead of providing a lead "into possible meanings and openings-out of the material in hand," the vocabulary now served "to crystallize governing impressions," the diction no longer attracted attention to itself, except as an effort at exact definition. The language, Berthoff continues, reflects a "controlling intelligence, of right judgment and completed understanding". The sense of free inquiry and exploration which infused his earlier writing and accounted for its "rare force and expansiveness," tended to give way to "static enumeration". By comparison to the verbal music and kinetic energy of Moby-Dick, Melville's subsequent writings seem "relatively muted, even withheld" in his later works. Melville's paragraphing in his best work Berthoff considers to be the virtuous result of "compactness of form and free assembling of unanticipated further data", such as when the mysterious sperm whale is compared with Exodus's invisibility of God's face in the final paragraph of Chapter 86 ("The Tail"). Over time Melville's paragraphs became shorter as his sentences grew longer, until he arrived at the "one-sentence paragraphing characteristic of his later prose". Berthoff points to the opening chapter of The Confidence-Man for an example, as it counts fifteen paragraphs, seven of which consist of only one elaborate sentence, and four that have only two sentences. The use of similar technique in Billy Budd contributes in large part, Berthoff says, to its "remarkable narrative economy". Style and literary allusion In Nathalia Wright's view, Melville's sentences generally have a looseness of structure, easy to use for devices as catalogue and allusion, parallel and refrain, proverb and allegory. The length of his clauses may vary greatly, but the narrative style of writing in Pierre and The Confidence-Man is there to convey feeling, not thought. Unlike Henry James, who was an innovator of sentence ordering to render the subtlest nuances in thought, Melville made few such innovations. His domain is the mainstream of English prose, with its rhythm and simplicity influenced by the King James Bible. Another important characteristic of Melville's writing style is in its echoes and overtones. Melville's imitation of certain distinct styles is responsible for this. His three most important sources, in order, are the Bible, Shakespeare, and Milton. Direct quotation from any of the sources is slight; only one sixth of his Biblical allusions can be qualified as such because Melville adapts Biblical usage to his own narrated textual requirements of clarifying his plot. The Biblical elements in Melville's style can be divided into three categories. In the first, allusion is more within the narrative rather than formal quotation. Several preferred Biblical allusions appear repeatedly throughout his body of work, taking on the nature of refrains. Examples are the injunctions to be 'as wise as serpents and as harmless as doves,' 'death on a pale horse,' 'the man of sorrows', the 'many mansions of heaven;' proverbs 'as the hairs on our heads are numbered,' 'pride goes before a fall,' 'the wages of sin is death;' adverbs and pronouns as 'verily, whoso, forasmuch as; phrases as come to pass, children's children, the fat of the land, vanity of vanities, outer darkness, the apple of his eye, Ancient of Days, the rose of Sharon.' Second, there are paraphrases of individual and combined verses. Redburn's "Thou shalt not lay stripes upon these Roman citizens" makes use of language of the Ten Commandments in Ex.20 and Pierre's inquiry of Lucy: "Loveth she me with the love past all understanding?" combines John 21:15–17, and Philippians 4:7. Third, certain Hebraisms are used, such as a succession of genitives ("all the waves of the billows of the seas of the boisterous mob"), the cognate accusative ("I dreamed a dream", "Liverpool was created with the Creation"), and the parallel ("Closer home does it go than a rammer; and fighting with steel is a play without ever an interlude"). This passage from Redburn shows how these ways of alluding interlock and result in a texture of Biblical language though there is very little direct quotation: In addition to this, Melville successfully imitates three Biblical strains: the apocalyptic, the prophetic and the sermonic narrative tone of writing. Melville sustains the apocalyptic tone of anxiety and foreboding for a whole chapter of Mardi. The prophetic strain is expressed by Melville in Moby-Dick, most notably in Father Mapple's sermon. The tradition of the Psalms is imitated at length by Melville in The Confidence-Man. In 1849, Melville acquired an edition of Shakespeare's works printed in a font large enough for his tired eyes, which led to a deeper study of Shakespeare that greatly influenced the style of his next book, Moby-Dick (1851). The critic F. O. Matthiessen found that the language of Shakespeare far surpasses other influences upon the book, in that it inspired Melville to discover his own full strength. On almost every page, debts to Shakespeare can be discovered. The "mere sounds, full of Leviathanism, but signifying nothing" at the end of "Cetology" (Ch. 32) echo the famous phrase in Macbeth: "Told by an idiot, full of sound and fury/ Signifying nothing". Ahab's first extended speech to the crew, in the "Quarter-Deck" (Ch. 36) is practically blank verse and so is Ahab's soliloquy at the beginning of "Sunset" (Ch. 37):'I leave a white and turbid wake;/ Pale waters, paler cheeks, where'er I sail./ The envious billows sidelong swell to whelm/ My track; let them; but first I pass.' Through Shakespeare, Melville infused Moby-Dick with a power of expression he had not previously expressed. Reading Shakespeare had been "a catalytic agent" for Melville, one that transformed his writing from merely reporting to "the expression of profound natural forces". The extent to which Melville assimilated Shakespeare is evident in the description of Ahab, Matthiessen continues, which ends in language that seems Shakespearean yet is no imitation: 'Oh, Ahab! what shall be grand in thee, it must needs be plucked from the skies and dived for in the deep, and featured in the unbodied air!' The imaginative richness of the final phrase seems particularly Shakespearean, "but its two key words appear only once each in the plays...and to neither of these usages is Melville indebted for his fresh combination". Melville's diction depended upon no source, and his prose is not based on anybody else's verse but on an awareness of "speech rhythm". Melville's mastering of Shakespeare, Matthiessen finds, supplied him with verbal resources that enabled him to create dramatic language through three essential techniques. First, the use of verbs of action creates a sense of movement and meaning. The effective tension caused by the contrast of "thou launchest navies of full-freighted worlds" and "there's that in here that still remains indifferent" in "The Candles" (Ch. 119) makes the last clause lead to a "compulsion to strike the breast," which suggests "how thoroughly the drama has come to inhere in the words;" Second, Melville took advantage of the Shakespearean energy of verbal compounds, as in "full-freighted". Third, Melville employed the device of making one part of speech act as another, for example, 'earthquake' as an adjective, or turning an adjective into a noun, as in "placeless". Melville's style, in Nathalia Wright's analysis, seamlessly flows over into theme, because all these borrowings have an artistic purpose, which is to suggest an appearance "larger and more significant than life" for characters and themes that are in fact unremarkable. The allusions suggest that beyond the world of appearances another world exists, one that influences this world, and where ultimate truth can be found. Moreover, the ancient background thus suggested for Melville's narratives – ancient allusions being next in number to the Biblical ones – invests them with a sense of timelessness. Critical reception Melville's financial success as a writer during his lifetime was not great, relative to his posthumous success; over his entire lifetime Melville's writings earned him just over $10,000 (). Melville's travelogues based on voyages to the South Seas and stories based on his time in the merchant marine and navy led to some initial success, but his popularity declined dramatically afterwards. By 1876, all of his books were out of print. He was viewed as a minor figure in American literature in the later years of his life and during the years immediately after his death. Poetry Melville did not publish poetry until his late thirties, with Battle-Pieces (1866), and did not receive recognition as a poet until well into the 20th century. But he wrote predominantly poetry for about 25 years, twice as long as his prose career. The three novels of the 1850s that Melville worked on most seriously to present his philosophical explorations, Moby-Dick, Pierre, and The Confidence Man, seem to make the step to philosophical poetry a natural one rather than simply a consequence of commercial failure. Since he turned to poetry as a meditative practice, his poetic style, even more than most Victorian poets, was not marked by linguistic play or melodic considerations. Early critics were not sympathetic. Henry Chapin, in his introduction to John Marr and Other Poems (1922), one of the earlier selections of Melville's poetry, said Melville's verse is "of an amateurish and uneven quality" but in it "that loveable freshness of personality, which his philosophical dejection never quenched, is everywhere in evidence," in "the voice of a true poet". The poet and novelist Robert Penn Warren became a champion of Melville as a great American poet and issued a selection of Melville's poetry in 1971 prefaced by an admiring critical essay. In the 1990s critic Lawrence Buell argued that Melville "is justly said to be nineteenth-century America's leading poet after Whitman and Dickinson." and Helen Vendler remarked of Clarel: "What it cost Melville to write this poem makes us pause, reading it. Alone, it is enough to win him, as a poet, what he called 'the belated funeral flower of fame'." Some critics now place him as the first modernist poet in the United States while others assert that his work more strongly suggests what today would be a postmodern view. Melville revival and Melville studies The centennial of Melville's birth in 1919 coincided with a renewed interest in his writings known as the Melville revival where his work experienced a significant critical reassessment. The renewed appreciation began in 1917 with Carl Van Doren's article on Melville in a standard history of American literature. Van Doren also encouraged Raymond Weaver, who wrote the author's first full-length biography, Herman Melville: Mariner and Mystic (1921). Discovering the unfinished manuscript of Billy Budd, among papers shown to him by Melville's granddaughter, Weaver edited it and published it in a new collected edition of Melville's works. Other works that helped fan the flames for Melville were Carl Van Doren's The American Novel (1921), D. H. Lawrence's Studies in Classic American Literature (1923), Carl Van Vechten's essay in The Double Dealer (1922), and Lewis Mumford's biography Herman Melville (1929). Starting in the mid-1930s, the Yale University scholar Stanley Thomas Williams supervised more than a dozen dissertations on Melville that were eventually published as books. Where the first wave of Melville scholars focused on psychology, Williams' students were prominent in establishing Melville Studies as an academic field concerned with texts and manuscripts, tracing Melville's influences and borrowings (even plagiarism), and exploring archives and local publications. To provide historical evidence, the independent scholar Jay Leyda searched libraries, family papers, local archives and newspapers across New England and New York to document Melville's life day by day for his two-volume The Melville Log (1951). Sparked by Leyda and post-war scholars, the second phase of the Melville Revival emphasized research into the biography of Melville rather than accepting Melville's early books as reliable accounts. In 1945, The Melville Society was founded, a non-profit organisation dedicated to the study of Melville's life and works. Between 1969 and 2003 it published 125 issues of Melville Society Extracts, which are now freely available on the society's website. Since 1999 it has published Leviathan: A Journal of Melville Studies, currently three issues a year, published by Johns Hopkins University Press. The postwar scholars tended to think that Weaver, Harvard psychologist Henry Murray, and Mumford favored Freudian interpretations which read Melville's fiction as autobiography; exaggerated his suffering in the family; and inferred a homosexual attachment to Hawthorne. They saw a different arc to Melville's writing career. The first biographers saw a tragic withdrawal after the cold critical reception for his prose works and largely dismissed his poetry. A new view emerged of Melville's turn to poetry as a conscious choice that placed him among the most important American poets. Other post-war studies, however, continued the broad imaginative and interpretive style; Charles Olson's Call Me Ishmael (1947) presented Ahab as a Shakespearean tragic hero, and Newton Arvin's critical biography, Herman Melville (1950), won the National Book Award for non-fiction in 1951. In the 1960s, Harrison Hayford organized an alliance between Northwestern University Press and the Newberry Library, with backing from the Modern Language Association and funding from the National Endowment for the Humanities, to edit and publish reliable critical texts of Melville's complete works, including unpublished poems, journals, and correspondence. The first volume of the Northwestern-Newberry Edition of the Writings of Herman Melville was published in 1968 and the last in the fall of 2017. The aim of the editors was to present a text "as close as possible to the author's intention as surviving evidence permits". The volumes have extensive appendices, including textual variants from each of the editions published in Melville's lifetime, an historical note on the publishing history and critical reception, and related documents. Because the texts were prepared with financial support from the United States Department of Education, no royalties are charged, and they have been widely reprinted. Hershel Parker published his two-volume Herman Melville: A Biography, in 1996 and 2002, based on extensive original research and his involvement as editor of the Northwestern-Newberry Melville edition. Gender studies Melville's writings did not attract the attention of women's studies scholars of the 1970s and 1980s, though his preference for sea-going tales that involved almost only males has been of interest to scholars in men's studies and especially gay and queer studies. Melville was remarkably open in his exploration of sexuality of all sorts. Alvin Sandberg said that the short story "The Paradise of Bachelors and the Tartarus of Maids" offers "an exploration of impotency, a portrayal of a man retreating to an all-male childhood to avoid confrontation with sexual manhood," from which the narrator engages in "congenial" digressions in heterogeneity. In line with this view, Warren Rosenberg argues the homosocial "Paradise of Bachelors" is "blind to what is real and painful in the world, and thus are superficial and sterile". David Harley Serlin observes in the second half of Melville's diptych, "The Tartarus of Maids", the narrator gives voice to the oppressed women he observes: In the end Serlin says that the narrator is never fully able to come to terms with the contrasting masculine and feminine modalities. Issues of sexuality have been observed in other works as well. Rosenberg notes Taji, in Mardi, and the protagonist in Pierre "think they are saving young 'maidens in distress' (Yillah and Isabel) out of the purest of reasons but both are also conscious of a lurking sexual motive". When Taji kills the old priest holding Yillah captive, he says, In Pierre, the motive of the protagonist's sacrifice for Isabel is admitted: "womanly beauty and not womanly ugliness invited him to champion the right". Rosenberg argues, Rosenberg says that Melville fully explores the theme of sexuality in his major epic poem, Clarel. When the narrator is separated from Ruth, with whom he has fallen in love, he is free to explore other sexual (and religious) possibilities before deciding at the end of the poem to participate in the ritualistic order represented by marriage. In the course of the poem, "he considers every form of sexual orientation – celibacy, homosexuality, hedonism, and heterosexuality – raising the same kinds of questions as when he considers Islam or Democracy". Some passages and sections of Melville's works demonstrate his willingness to address all forms of sexuality, including the homoerotic, in his works. Commonly noted examples from Moby-Dick are the "marriage bed" episode involving Ishmael and Queequeg, who sleep with their arms wrapped around each other (Chapter 4, "The Counterpane" and Chapter 10, "A Bosom Friend"); and the "Squeeze of the Hand" (Chapter 94) describing the camaraderie of sailors' extracting spermaceti from a dead whale. The Clarel recognizes the homoerotic potential of its eponymous protagonist, including, in a fairly explicit passage, an erection provoked to him by the figure of a male interlocutor, Lyonesse. In addition, he notes that Billy Budd's physical attractiveness is described in quasi-feminine terms: "As the Handsome Sailor, Billy Budd's position aboard the seventy-four was something analogous to that of a rustic beauty transplanted from the provinces and brought into competition with the highborn dames of the court". Law and literature Melville has been useful in the field of law and literature. The chapter Fast-Fish and Loose-Fish in Moby-Dick, for instance, challenges concepts of property rights. In Billy Budd, a handsome and popular young sailor strikes and inadvertently kills the ship's master-at-arms. The ship's captain immediately convenes a court-martial at which he urges the court to convict and sentence Billy to death. Critics debate Melville's intention. Some see the contradiction between unbending legalism and malleable moral principles. Other critics have argued that the captain manipulated and misrepresented the applicable laws. Themes Melville's work often touched on themes of communicative expression and the pursuit of the absolute among illusions. As early as 1839, in the juvenile sketch "Fragments from a Writing Desk", Melville explores a problem which would reappear in the short stories "Bartleby" (1853) and "Benito Cereno" (1855): the impossibility to find common ground for mutual communication. The sketch centers on the protagonist and a mute lady, leading scholar Sealts to observe: "Melville's deep concern with expression and communication evidently began early in his career". According to scholar Nathalia Wright, Melville's characters are all preoccupied by the same intense, superhuman and eternal quest for "the absolute amidst its relative manifestations," an enterprise central to the Melville canon: "All Melville's plots describe this pursuit, and all his themes represent the delicate and shifting relationship between its truth and its illusion". It is not clear, however, what the moral and metaphysical implications of this quest are, because Melville did not distinguish between these two aspects. Throughout his life Melville struggled with and gave shape to the same set of epistemological doubts and the metaphysical issues these doubts engendered. An obsession for the limits of knowledge led to the question of God's existence and nature, the indifference of the universe, and the problem of evil. Legacy and honors In 1982, the Library of America (LOA) began publication. In honor of Melville's central place in American culture, the very first volume contained Typee, Omoo, and Mardi. The first volumes published in 1983 and 1985 also contained Melville's work, in 1983 Redburn, White-Jacket, and Moby-Dick and in 1985 Pierre, Israel Potter, The Confidence-Man, Tales, and Billy Budd. LOA did not publish his complete poetry until 2019. On August 1, 1984, as part of the Literary Arts Series of stamps, the United States Postal Service issued a 20-cent commemorative stamp to honor Melville. The setting for the first day of issue was the Whaling Museum in New Bedford, Massachusetts. In 1985, the New York City Herman Melville Society gathered at 104 East 26th Street to dedicate the intersection of Park Avenue South and 26th Street as Herman Melville Square. This is the street where Melville lived from 1863 to 1891 and where, among other works, he wrote Billy Budd. Melville's house in Lansingburgh, New York, houses the Lansingburgh Historical Society. In 2010, a species of extinct giant sperm whale, Livyatan melvillei, was named in honor of Melville. The paleontologists who discovered the fossil were fans of Moby-Dick and dedicated their discovery to the author. Selected bibliography Typee: A Peep at Polynesian Life (1846) Omoo: A Narrative of Adventures in the South Seas (1847) Mardi: and a Voyage Thither (1849) Redburn: His First Voyage (1849) White-Jacket; or, The World in a Man-of-War (1850) Moby-Dick; or, The Whale (1851) Pierre; or, The Ambiguities (1852) Isle of the Cross (1853 unpublished, and now lost) "Bartleby, the Scrivener" (1853) (short story) "The Encantadas, or Enchanted Isles" (1854) (novella) "Benito Cereno" (1855) (novella) Israel Potter: His Fifty Years of Exile (1855) The Confidence-Man: His Masquerade (1857) Battle-Pieces and Aspects of the War (1866) (poetry collection) Clarel: A Poem and Pilgrimage in the Holy Land (1876) (epic poem) John Marr and Other Sailors (1888) (poetry collection) Timoleon (1891) (poetry collection) Billy Budd, Sailor (An Inside Narrative) (1891 unfinished, published posthumously in 1924; authoritative edition in 1962) Notes References Sources May be borrowed at Internet Archive here Further reading Extensive annotated bibliography of Melville scholarship. 2 vols. Volume I: Eternal Ifs: Infant, Boy, and Man (1819-1840). Volume II: Melville at Sea (1840-1846). Article about the life and works of Herman Melville on the bicentennial of his birth in 1819. External links The Melville Society Melville Society Extracts, Archives 1969–2005 Online access to all 125 issues of the magazine. Melville Electronic Library: a critical archive Scholarly site hosted at Hofstra University: Editions, Manuscripts, Sources, Melville's Print Collection, Adaptation, biography, Criticism. Melville's Marginalia Online A digital archive of books that survive from Herman Melville's library with his annotations and markings. Melvilliana:the world and writings of Herman Melville. A scholarly blog about all things Melville. Arrowhead—The Home of Herman Melville Obituary Notices Physical description of Melville from his 1856 passport application Melville's page at Literary Journal.com: research articles on Melville's works Antiquarian Booksellers' Association of America: Collecting Herman Melville Guide to Herman Melville collection at L. Tom Perry Special Collections, Brigham Young University The Herman Melville Collection at the Newberry Library 1819 births 1891 deaths 19th-century American novelists 19th-century American poets 19th-century American short story writers American essayists American male essayists American male novelists American male poets American male short story writers American people in whaling American people of Dutch descent American people of Scottish descent American Presbyterians American sailors American travel writers American Unitarians Australian people in whaling Beachcombers Burials at Woodlawn Cemetery (Bronx, New York) Columbia Grammar & Preparatory School alumni Epic poets Herman Melville Herman Melville Maritime writers Military personnel from New York City Military personnel from New York (state) Moby-Dick Novelists from Massachusetts Novelists from New York (state) People from Lansingburgh, New York The Albany Academy alumni United States Merchant Mariners United States Navy personnel United States Navy sailors Herman Melville Writers from Albany, New York Writers from New York City Writers from Pittsfield, Massachusetts
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In topology and related branches of mathematics, a Hausdorff space, separated space or T2 space is a topological space where for any two distinct points there exist neighbourhoods of each which are disjoint from each other. Of the many separation axioms that can be imposed on a topological space, the "Hausdorff condition" (T2) is the most frequently used and discussed. It implies the uniqueness of limits of sequences, nets, and filters. Hausdorff spaces are named after Felix Hausdorff, one of the founders of topology. Hausdorff's original definition of a topological space (in 1914) included the Hausdorff condition as an axiom. Definitions Points and in a topological space can be separated by neighbourhoods if there exists a neighbourhood of and a neighbourhood of such that and are disjoint (). is a Hausdorff space if all distinct points in are pairwise neighbourhood-separable. This condition is the third separation axiom (after ), which is why Hausdorff spaces are also called spaces. The name separated space is also used. A related, but weaker, notion is that of a preregular space. is a preregular space if any two topologically distinguishable points can be separated by disjoint neighbourhoods. Preregular spaces are also called spaces. The relationship between these two conditions is as follows. A topological space is Hausdorff if and only if it is both preregular (i.e. topologically distinguishable points are separated by neighbourhoods) and Kolmogorov (i.e. distinct points are topologically distinguishable). A topological space is preregular if and only if its Kolmogorov quotient is Hausdorff. Equivalences For a topological space , the following are equivalent: is a Hausdorff space. Limits of nets in are unique. Limits of filters on are unique. Any singleton set is equal to the intersection of all closed neighbourhoods of . (A closed neighbourhood of is a closed set that contains an open set containing x.) The diagonal is closed as a subset of the product space . Any injection from the discrete space with two points to has the lifting property with respect to the map from the finite topological space with two open points and one closed point to a single point. Examples of Hausdorff and non-Hausdorff spaces Almost all spaces encountered in analysis are Hausdorff; most importantly, the real numbers (under the standard metric topology on real numbers) are a Hausdorff space. More generally, all metric spaces are Hausdorff. In fact, many spaces of use in analysis, such as topological groups and topological manifolds, have the Hausdorff condition explicitly stated in their definitions. A simple example of a topology that is T1 but is not Hausdorff is the cofinite topology defined on an infinite set. Pseudometric spaces typically are not Hausdorff, but they are preregular, and their use in analysis is usually only in the construction of Hausdorff gauge spaces. Indeed, when analysts run across a non-Hausdorff space, it is still probably at least preregular, and then they simply replace it with its Kolmogorov quotient, which is Hausdorff. In contrast, non-preregular spaces are encountered much more frequently in abstract algebra and algebraic geometry, in particular as the Zariski topology on an algebraic variety or the spectrum of a ring. They also arise in the model theory of intuitionistic logic: every complete Heyting algebra is the algebra of open sets of some topological space, but this space need not be preregular, much less Hausdorff, and in fact usually is neither. The related concept of Scott domain also consists of non-preregular spaces. While the existence of unique limits for convergent nets and filters implies that a space is Hausdorff, there are non-Hausdorff T1 spaces in which every convergent sequence has a unique limit. Properties Subspaces and products of Hausdorff spaces are Hausdorff, but quotient spaces of Hausdorff spaces need not be Hausdorff. In fact, every topological space can be realized as the quotient of some Hausdorff space. Hausdorff spaces are T1, meaning that all singletons are closed. Similarly, preregular spaces are R0. Every Hausdorff space is a Sober space although the converse is in general not true. Another nice property of Hausdorff spaces is that compact sets are always closed. For non-Hausdorff spaces, it can be that all compact sets are closed sets (for example, the cocountable topology on an uncountable set) or not (for example, the cofinite topology on an infinite set and the Sierpiński space). The definition of a Hausdorff space says that points can be separated by neighborhoods. It turns out that this implies something which is seemingly stronger: in a Hausdorff space every pair of disjoint compact sets can also be separated by neighborhoods, in other words there is a neighborhood of one set and a neighborhood of the other, such that the two neighborhoods are disjoint. This is an example of the general rule that compact sets often behave like points. Compactness conditions together with preregularity often imply stronger separation axioms. For example, any locally compact preregular space is completely regular. Compact preregular spaces are normal, meaning that they satisfy Urysohn's lemma and the Tietze extension theorem and have partitions of unity subordinate to locally finite open covers. The Hausdorff versions of these statements are: every locally compact Hausdorff space is Tychonoff, and every compact Hausdorff space is normal Hausdorff. The following results are some technical properties regarding maps (continuous and otherwise) to and from Hausdorff spaces. Let be a continuous function and suppose is Hausdorff. Then the graph of , , is a closed subset of . Let be a function and let be its kernel regarded as a subspace of . If is continuous and is Hausdorff then is closed. If is an open surjection and is closed then is Hausdorff. If is a continuous, open surjection (i.e. an open quotient map) then is Hausdorff if and only if is closed. If are continuous maps and is Hausdorff then the equalizer is closed in . It follows that if is Hausdorff and and agree on a dense subset of then . In other words, continuous functions into Hausdorff spaces are determined by their values on dense subsets. Let be a closed surjection such that is compact for all . Then if is Hausdorff so is . Let be a quotient map with a compact Hausdorff space. Then the following are equivalent: is Hausdorff. is a closed map. is closed. Preregularity versus regularity All regular spaces are preregular, as are all Hausdorff spaces. There are many results for topological spaces that hold for both regular and Hausdorff spaces. Most of the time, these results hold for all preregular spaces; they were listed for regular and Hausdorff spaces separately because the idea of preregular spaces came later. On the other hand, those results that are truly about regularity generally do not also apply to nonregular Hausdorff spaces. There are many situations where another condition of topological spaces (such as paracompactness or local compactness) will imply regularity if preregularity is satisfied. Such conditions often come in two versions: a regular version and a Hausdorff version. Although Hausdorff spaces are not, in general, regular, a Hausdorff space that is also (say) locally compact will be regular, because any Hausdorff space is preregular. Thus from a certain point of view, it is really preregularity, rather than regularity, that matters in these situations. However, definitions are usually still phrased in terms of regularity, since this condition is better known than preregularity. See History of the separation axioms for more on this issue. Variants The terms "Hausdorff", "separated", and "preregular" can also be applied to such variants on topological spaces as uniform spaces, Cauchy spaces, and convergence spaces. The characteristic that unites the concept in all of these examples is that limits of nets and filters (when they exist) are unique (for separated spaces) or unique up to topological indistinguishability (for preregular spaces). As it turns out, uniform spaces, and more generally Cauchy spaces, are always preregular, so the Hausdorff condition in these cases reduces to the T0 condition. These are also the spaces in which completeness makes sense, and Hausdorffness is a natural companion to completeness in these cases. Specifically, a space is complete if and only if every Cauchy net has at least one limit, while a space is Hausdorff if and only if every Cauchy net has at most one limit (since only Cauchy nets can have limits in the first place). Algebra of functions The algebra of continuous (real or complex) functions on a compact Hausdorff space is a commutative C*-algebra, and conversely by the Banach–Stone theorem one can recover the topology of the space from the algebraic properties of its algebra of continuous functions. This leads to noncommutative geometry, where one considers noncommutative C*-algebras as representing algebras of functions on a noncommutative space. Academic humour Hausdorff condition is illustrated by the pun that in Hausdorff spaces any two points can be "housed off" from each other by open sets. In the Mathematics Institute of the University of Bonn, in which Felix Hausdorff researched and lectured, there is a certain room designated the Hausdorff-Raum. This is a pun, as Raum means both room and space in German. See also , a Hausdorff space X such that every continuous function has a fixed point. Notes References Arkhangelskii, A.V., L.S. Pontryagin, General Topology I, (1990) Springer-Verlag, Berlin. . Bourbaki; Elements of Mathematics: General Topology, Addison-Wesley (1966). Separation axioms Properties of topological spaces
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In the mathematical field of topology, a homeomorphism, topological isomorphism, or bicontinuous function is a continuous function between topological spaces that has a continuous inverse function. Homeomorphisms are the isomorphisms in the category of topological spaces—that is, they are the mappings that preserve all the topological properties of a given space. Two spaces with a homeomorphism between them are called homeomorphic, and from a topological viewpoint they are the same. The word homeomorphism comes from the Greek words ὅμοιος (homoios) = similar or same and μορφή (morphē) = shape or form, introduced to mathematics by Henri Poincaré in 1895. Very roughly speaking, a topological space is a geometric object, and the homeomorphism is a continuous stretching and bending of the object into a new shape. Thus, a square and a circle are homeomorphic to each other, but a sphere and a torus are not. However, this description can be misleading. Some continuous deformations are not homeomorphisms, such as the deformation of a line into a point. Some homeomorphisms are not continuous deformations, such as the homeomorphism between a trefoil knot and a circle. An often-repeated mathematical joke is that topologists cannot tell the difference between a coffee cup and a donut, since a sufficiently pliable donut could be reshaped to the form of a coffee cup by creating a dimple and progressively enlarging it, while preserving the donut hole in the cup's handle. Definition A function between two topological spaces is a homeomorphism if it has the following properties: is a bijection (one-to-one and onto), is continuous, the inverse function is continuous ( is an open mapping). A homeomorphism is sometimes called a bicontinuous function. If such a function exists, and are homeomorphic. A self-homeomorphism is a homeomorphism from a topological space onto itself. "Being homeomorphic" is an equivalence relation on topological spaces. Its equivalence classes are called homeomorphism classes. Examples The open interval is homeomorphic to the real numbers for any . (In this case, a bicontinuous forward mapping is given by while other such mappings are given by scaled and translated versions of the or functions). The unit 2-disc and the unit square in R2 are homeomorphic; since the unit disc can be deformed into the unit square. An example of a bicontinuous mapping from the square to the disc is, in polar coordinates, . The graph of a differentiable function is homeomorphic to the domain of the function. A differentiable parametrization of a curve is a homeomorphism between the domain of the parametrization and the curve. A chart of a manifold is a homeomorphism between an open subset of the manifold and an open subset of a Euclidean space. The stereographic projection is a homeomorphism between the unit sphere in R3 with a single point removed and the set of all points in R2 (a 2-dimensional plane). If is a topological group, its inversion map is a homeomorphism. Also, for any , the left translation , the right translation , and the inner automorphism are homeomorphisms. Non-examples Rm and Rn are not homeomorphic for The Euclidean real line is not homeomorphic to the unit circle as a subspace of R2, since the unit circle is compact as a subspace of Euclidean R2 but the real line is not compact. The one-dimensional intervals and are not homeomorphic because no continuous bijection could be made. Notes The third requirement, that be continuous, is essential. Consider for instance the function (the unit circle in ) defined by. This function is bijective and continuous, but not a homeomorphism ( is compact but is not). The function is not continuous at the point , because although maps to , any neighbourhood of this point also includes points that the function maps close to but the points it maps to numbers in between lie outside the neighbourhood. Homeomorphisms are the isomorphisms in the category of topological spaces. As such, the composition of two homeomorphisms is again a homeomorphism, and the set of all self-homeomorphisms forms a group, called the homeomorphism group of X, often denoted . This group can be given a topology, such as the compact-open topology, which under certain assumptions makes it a topological group. For some purposes, the homeomorphism group happens to be too big, but by means of the isotopy relation, one can reduce this group to the mapping class group. Similarly, as usual in category theory, given two spaces that are homeomorphic, the space of homeomorphisms between them, is a torsor for the homeomorphism groups and , and, given a specific homeomorphism between and , all three sets are identified. Properties Two homeomorphic spaces share the same topological properties. For example, if one of them is compact, then the other is as well; if one of them is connected, then the other is as well; if one of them is Hausdorff, then the other is as well; their homotopy and homology groups will coincide. Note however that this does not extend to properties defined via a metric; there are metric spaces that are homeomorphic even though one of them is complete and the other is not. A homeomorphism is simultaneously an open mapping and a closed mapping; that is, it maps open sets to open sets and closed sets to closed sets. Every self-homeomorphism in can be extended to a self-homeomorphism of the whole disk (Alexander's trick). Informal discussion The intuitive criterion of stretching, bending, cutting and gluing back together takes a certain amount of practice to apply correctly—it may not be obvious from the description above that deforming a line segment to a point is impermissible, for instance. It is thus important to realize that it is the formal definition given above that counts. In this case, for example, the line segment possesses infinitely many points, and therefore cannot be put into a bijection with a set containing only a finite number of points, including a single point. This characterization of a homeomorphism often leads to a confusion with the concept of homotopy, which is actually defined as a continuous deformation, but from one function to another, rather than one space to another. In the case of a homeomorphism, envisioning a continuous deformation is a mental tool for keeping track of which points on space X correspond to which points on Y—one just follows them as X deforms. In the case of homotopy, the continuous deformation from one map to the other is of the essence, and it is also less restrictive, since none of the maps involved need to be one-to-one or onto. Homotopy does lead to a relation on spaces: homotopy equivalence. There is a name for the kind of deformation involved in visualizing a homeomorphism. It is (except when cutting and regluing are required) an isotopy between the identity map on X and the homeomorphism from X to Y. See also is an isomorphism between uniform spaces is an isomorphism between metric spaces (closely related to graph subdivision) References External links Continuous mappings Functions and mappings
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Hunan cuisine, also known as Xiang cuisine, consists of the cuisines of the Xiang River region, Dongting Lake and western Hunan Province in China. It is one of the Eight Great Traditions of Chinese cuisine and is well known for its hot and spicy flavours, fresh aroma and deep colours. Common cooking techniques include stewing, frying, pot-roasting, braising and smoking. Due to the high agricultural output of the region, ingredients for Hunan dishes are many and varied. History The history of the cooking skills employed in Hunan cuisine dates back to the 17th century. The first mention of chili peppers in local gazettes in the province date to 1684, 21st year of the Kangxi Emperor. During the course of its history, Hunan cuisine assimilated a variety of local forms, eventually evolving into its own style. Some well-known dishes include fried chicken with Sichuan spicy sauce () and smoked pork with dried long green beans (). Hunan cuisine consists of three primary styles: Xiang River style: Originating from Changsha, Xiangtan and Hengyang Dongting Lake style: Originating from Yueyang, Yiyang and Changde Western Hunan style: Originating from Zhangjiajie, Jishou and Huaihua Features With its liberal use of chili peppers, shallots and garlic, Hunan cuisine is known for being gan la () or purely hot, as opposed to Sichuan cuisine, to which it is often compared. Sichuan cuisine uses its distinctive ma la () seasoning and other complex flavour combinations, frequently employs Sichuan pepper along with chilies which are often dried. It also utilises more dried or preserved ingredients and condiments. Hunan cuisine, on the other hand, is often spicier by pure chili content and contains a larger variety of fresh ingredients. Both Hunan and Sichuan cuisine are perhaps significantly oilier than the other cuisines in China, but Sichuan dishes are generally oilier than Hunan dishes. Another characteristic distinguishing Hunan cuisine from Sichuan cuisine is that Hunan cuisine uses smoked and cured goods in its dishes much more frequently. Hunan cuisine's menu changes with the seasons. In a hot and humid summer, a meal will usually start with cold dishes or a platter holding a selection of cold meats with chilies for opening the pores and keeping cool in the summer. In winter, a popular choice is the hot pot, thought to heat the blood in the cold months. A special hot pot called yuanyang huoguo () is notable for splitting the pot into two sides – a spicy one and a mild one. One of the classic dishes in Hunan cuisine served in restaurants and at home is farmer pepper fried pork. It is made with several common ingredients: pork belly, green pepper, fermented black beans and other spices. List of notable dishes A discussion of Hunan cuisine overall may list a number of piquant dishes, usually but not always very hot and spicy. See also Chinese cuisine Sichuan cuisine List of Chinese dishes References Regional cuisines of China
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Hobart () is the capital and most populous city of the Australian island state of Tasmania. Home to almost half of all Tasmanians, it is the least-populated Australian state capital city, and second-smallest if territories are taken into account, before Northern Territory. Hobart is located in Tasmania's south-east on the estuary of the River Derwent, making it the most southern of Australia's capital cities. Its skyline is dominated by the kunanyi/Mount Wellington, and its harbour forms the second-deepest natural port in the world, with much of the city's waterfront consisting of reclaimed land. The metropolitan area is often referred to as Greater Hobart, to differentiate it from the City of Hobart, one of the five local government areas that cover the city. It has a mild maritime climate. The city lies on country which was known by the local Mouheneener people as nipaluna, a name which includes surrounding features such as kunanyi/Mt. Wellington and timtumili minanya (River Derwent). Prior to British settlement, the land had been occupied for possibly as long as 35,000 years by the semi-nomadic Mouheneener people, a sub-group of the Nuennone, or "South-East tribe". Founded in 1804 as a British penal colony, Hobart is Australia's second-oldest capital city after Sydney, New South Wales. Whaling quickly emerged as a major industry in the area, and for a time Hobart served as the Southern Ocean's main whaling port. Penal transportation ended in the 1850s, after which the city experienced periods of growth and decline. The early 20th century saw an economic boom on the back of mining, agriculture and other primary industries, and the loss of men who served in the world wars was counteracted by an influx of immigration. Despite the rise in migration from Asia and other non-English speaking regions, Hobart's population remains predominantly ethnically Anglo-Celtic, and has the highest percentage of Australian-born residents among Australia's capital cities. Today, Hobart is the financial and administrative hub of Tasmania, serving as the home port for both Australian and French Antarctic operations and acting as a tourist destination, with over 1.192 million visitors in 2011–12. Well-known drawcards include its convict-era architecture, Salamanca Market and the Museum of Old and New Art (MONA), the Southern Hemisphere's largest private museum. History The first European settlement began in 1803 as a military camp at Risdon Cove on the eastern shores of the River Derwent, amid British concerns over the presence of French explorers. In 1804, along with the military, settlers and convicts from the abandoned Port Phillip settlement, the camp at Risdon Cove was moved by Captain David Collins to a better location at the present site of Hobart at Sullivans Cove. The city, initially known as Hobart Town or Hobarton, was named after Lord Hobart, the British Secretary of State for war and the colonies. The area's indigenous inhabitants were members of the semi-nomadic Mouheneener tribe. Violent conflict with the European settlers, and the effects of diseases brought by them, dramatically reduced the aboriginal population, which was rapidly replaced by free settlers and the convict population. Charles Darwin visited Hobart Town in February 1836 as part of the Beagle expedition. He writes of Hobart and the Derwent estuary in The Voyage of the Beagle: "...The lower parts of the hills which skirt the bay are cleared; and the bright yellow fields of corn, and dark green ones of potatoes, appear very luxuriant... I was chiefly struck with the comparative fewness of the large houses, either built or building. Hobart Town, from the census of 1835, contained 13,826 inhabitants, and the whole of Tasmania 36,505." The River Derwent was one of Australia's finest deepwater ports and was the centre of the Southern Ocean whaling and sealing trades. The settlement rapidly grew into a major port, with allied industries such as shipbuilding. Hobart Town became a city on 21 August 1842, and was renamed Hobart from the beginning of 1881. During the mid 20th century, the state and local governments invested in building Hobart's reputation as a tourist attraction - in 1956 the Lanherne Airport (now Hobart International Airport) was opened. Australia's first legal casino, Wrest Point Hotel Casino opened in 1973. Despite these successes, Hobart faced significant challenges during the 20th century, including the 1967 Tasmanian fires, which claimed 62 lives in Hobart itself and destroyed over 1200 homes., and the 1975 Tasman Bridge disaster, when a bulk ore carrier collided with and destroyed the concrete span bridge that connected the city to its eastern suburbs. Hobart within the 21st century was benefited as Tasmania's economy recovered from the 1990s recession, and the city's long-stagnant population growth began to reverse. A period of significant growth has followed, including the redevelopment of the former Macquarie Point railyards, Parliament Square, and new hotel developments throughout the city. Geography Topography Hobart is located on the estuary of the River Derwent in the state's south-east. Geologically Hobart is built predominantly on Jurassic dolerite around the foothills interspersed with smaller areas of Triassic siltstone and Permian mudstone. Hobart extends along both sides of the River Derwent; on the western shore from the Derwent valley in the north through the flatter areas of Glenorchy which rests on older Triassic sediment and into the hilly areas of New Town, Lenah Valley. Both of these areas rest on the younger Jurassic dolerite deposits, before stretching into the lower areas such as the beaches of Sandy Bay in the south, in the Derwent estuary. South of the Derwent estuary lies Storm Bay and the Tasman Peninsula. The Eastern Shore also extends from the Derwent valley area in a southerly direction hugging the Meehan Range in the east before sprawling into flatter land in suburbs such as Bellerive. These flatter areas of the eastern shore rest on far younger deposits from the Quaternary. From there the city extends in an easterly direction through the Meehan Range into the hilly areas of Rokeby and Oakdowns, before reaching into the tidal flatland area of Lauderdale. Hobart has access to a number of beach areas including those in the Derwent estuary itself; Sandy Bay, Cornelian Bay, Nutgrove, Kingston, Bellerive, and Howrah Beaches as well as many more in Frederick Henry Bay such as; Seven Mile, Roaches, Cremorne, Clifton, and Goats Beaches. Climate Hobart has a mild temperate oceanic climate (Köppen: Cfb). The highest temperature recorded was on 4 January 2013 and the lowest was on 25 June 1972 and 11 July 1981. Annually, Hobart receives 40.8 clear days. Compared to other major Australian cities, Hobart has the fewest daily average hours of sunshine, with 5.9 hours per day. However, during the summer it has the most hours of daylight of any Australian city, with 15.3 hours on the summer solstice. By global standards, Hobart has cool summers and mild winters for its relative latitude, being heavily influenced by its seaside location. Although Hobart itself rarely receives snow during the winter (the city's geographic position causes a rainshadow), the adjacent kunanyi/Mount Wellington is frequently seen with a snowcap throughout the year, occasionally in summer. During the 20th century, the city itself has received snowfalls at sea level on average only once every 15 years; however, outer suburbs lying higher on the slopes of Mount Wellington receive snow more often, owing to the more exposed position coupled with them resting at higher altitude. These snow-bearing winds often carry on through Tasmania and Victoria to the Snowy Mountains in northern Victoria and southern New South Wales. The average temperature of the sea ranges from in September to in February. Demographics At the 2016 census, there were 222,356 people in the Greater Hobart area making it the second least populated capital city in Australia. The City of Hobart local government area had a population of 50,439. The most common occupation categories were professionals (22.6%), clerical and administrative workers (14.7%), technicians and trades workers (13.3%), community and personal service workers (12.8%), and managers (11.3%). The median weekly household income was $1,234, compared with $1,438 nationally. Ancestry and immigration At the 2016 census, the most commonly nominated ancestries were: 20.2% of the population was born overseas at the 2016 census. The five largest groups of overseas-born were from England (3.6%), Mainland China (1.1%), New Zealand (0.9%), India (0.6%) and Germany (0.5%). 3.8% of the population, or 8,534 people, identified as Indigenous Australians (Aboriginal Australians and Torres Strait Islanders) in 2016. Language At the 2016 census, 86.5% of the population spoke only English at home. The other languages most commonly spoken at home were Mandarin (1.3%) Greek (0.5%), Nepali (0.4%), German (0.4%) and Italian (0.3%). Religion In the 2016 census, 52.1% of Greater Hobart residents who responded to the question specified a Christian religion. Major religious affiliations were Anglican (19.8%), Catholic (17.0%) and Uniting Church (2.5%). In addition, 39.9% specified "No Religion" and 9.3% did not answer. Hobart has a small community of around 642 (2011) members of The Church of Jesus Christ of Latter Day Saints, with meetinghouses in Glenorchy, Rosny, and Glen Huon. There is also a synagogue where the Jewish community, of around 111 (2001), or 0.05% of the Hobart population, worships. Hobart has a Baháʼí community, with a Baháʼí Centre of Learning, located within the city. In 2013, Hillsong Church established a Hillsong Connect campus in Hobart. Economy Shipping is significant to the city's economy. Hobart is the home port for the Antarctic activities of Australia and France. The port loads around 2,000 tonnes of Antarctic cargo a year for the Australian research vessel Aurora Australis. The city is also a popular cruise ship destination during the summer months, with 47 such ships docking during the course of the 2016–17 summer season. The city also supports many other industries. Major local employers include catamaran builder Incat, zinc refinery Nyrstar, Cascade Brewery and Cadbury's Chocolate Factory, Norske Skog and Wrest Point Casino. The city also supports a host of light industry manufacturers, as well as a range of redevelopment projects, including the $689 million Royal Hobart Hospital Redevelopment – standing as the states largest ever Health Infrastructure project. Tourism is a significant part of the economy, with visitors coming to the city to explore its historic inner suburbs and nationally acclaimed restaurants and cafes, as well as its vibrant music and nightlife culture. The two major draw-cards are the weekly market in Salamanca Place, and the Museum of Old and New Art. The city is also used as a base from which to explore the rest of Tasmania. The last 15–20 years has seen Hobart's wine industry thrive as many vineyards have developed in countryside areas outside of the city in the Coal River Wine Region and D'Entrecasteaux Channel, including Moorilla Estate at Berriedale one of the most awarded vineyards in Australia. Antarctic gateway Hobart is an Antarctic gateway city, with geographical proximity to East Antarctica and the Southern Ocean. Infrastructure is provided by the port of Hobart for scientific research and cruise ships, and Hobart International Airport supports an Antarctic Airlink to Wilkins Runway at Casey Station. Hobart is a logistics point for the French icebreaker L'Astrolabe. Hobart is the home port for the Australian and French Antarctic programs, and provides port services for other visiting Antarctic nations and Antarctic cruise ships. Antarctic and Southern Ocean expeditions are supported by a specialist cluster offering cold climate products, services and scientific expertise. The majority of these businesses and organisations are members of the Tasmanian polar network, supported in part by the Tasmanian State Government. Tasmania has a high concentration of Antarctic and Southern Ocean scientists. Hobart is home to the following Antarctic and Southern Ocean scientific institutions: Australian Antarctic Division Commission for the Conservation of Antarctic Marine Living Resources (CCAMLR) Agreement on the Conservation of Albatrosses and Petrels (ACAP) The University of Tasmania (UTAS) – expertise in Antarctic and Southern Ocean science and research Institute for Marine and Antarctic Studies (IMAS) (established by UTAS) Integrated Marine Observing System (IMOS) Antarctic Climate and Ecosystems Cooperative Research Centre (ACE-CRC) International Antarctic Institute (IAI) (hosted by UTAS) Southern Ocean Observing System (hosted by UTAS/ IMAS) CSIRO Marine and Atmospheric Research Tourism Hobart serves as a focal point and mecca for tourism in the state of Tasmania. In 2016, Hobart received 1.8 million visitors, surpassing both Perth and Canberra, tying equally with Brisbane. The Royal Tasmanian Botanical Gardens is a popular recreation area a short distance from the city centre. It is the second-oldest Botanic Gardens in Australia and holds extensive significant plant collections. Hadley's Orient Hotel, on Hobart's Murray Street, is the oldest continuously operating hotel in Australia. kunanyi/Mount Wellington, accessible by passing through Fern Tree, is the dominant feature of Hobart's skyline. Indeed, many descriptions of Hobart have used the phrase "nestled amidst the foothills", so undulating is the landscape. At 1,271 metres, the mountain has its own ecosystems, is rich in biodiversity and plays a large part in determining the local weather. The Tasman Bridge is also a uniquely important feature of the city, connecting the two shores of Hobart and visible from many locations. The Hobart Synagogue is the oldest synagogue in Australia and a rare surviving example of an Egyptian Revival synagogue. Architecture Hobart is known for its well-preserved Georgian and Victorian architecture, giving the city a distinctly "Old World" feel. For locals, this became a source of discomfiture about the city's convict past, but is now a draw card for tourists. Regions within the city centre, such as Salamanca Place and Battery Point, contain many of the city's heritage-listed buildings. Historic homes and mansions also exist in the suburbs, much of the inner-city neighbourhoods are dotted with weatherboard cottages and two-storey Victorian houses. Kelly's Steps were built in 1839 by shipwright and adventurer James Kelly to provide a short-cut from Kelly Street and Arthur Circus in Battery Point to the warehouse and dockyards district of Salamanca Place. In 1835, John Lee Archer designed and oversaw the construction of the sandstone Customs House, facing Sullivans Cove. Completed in 1840, it was used as Tasmania's parliament house, and is now commemorated by a pub bearing the same name (built in 1844) which is frequented by yachtsmen after they have completed the Sydney to Hobart yacht race. Hobart is also home to many historic churches. The Scots Church (formerly known as St Andrew's) was built in Bathurst Street from 1834 to 1836, and a small sandstone building within the churchyard was used as the city's first Presbyterian Church. The Salamanca Place warehouses and the Theatre Royal were also constructed in this period. The Greek revival St George's Anglican Church in Battery Point was completed in 1838, and a classical tower, designed by James Blackburn, was added in 1847. St Joseph's was built in 1840. St David's Cathedral, Hobart's first cathedral, was consecrated in 1874. Hobart has very few high rise buildings in comparison to other Australian capital cities. This is partly a result of height limits imposed due to Hobart's proximity to River Derwent and Mount Wellington. Culture Arts and entertainment Hobart is home to Australia's oldest continuously operating theatre, the Theatre Royal, built in 1837. Other theatres in the city include the Playhouse theatre, the Backspace Theatre, and many smaller stage theatres. The Tasmanian Symphony Orchestra is based at the Federation Concert Hall on the city's waterfront. The Federation Concert Hall also hosts the University of Tasmania's Australian International Symphony Orchestra Institute (AISOI) which fosters advanced young musicians from across Australia and internationally. Australia's first novel, Quintus Servinton, was written in 1830 by convict Henry Savery and published in Hobart, where he wrote the work during his imprisonment. A generally autobiographical work, it's the story of what happens to a well educated man from a relatively well to do family, who makes poor choices in life. The city has also long been home to a thriving classical, jazz, folk, punk, hip-hop, electro, metal and rock music scene. Internationally recognised musicians such as metal acts Striborg and Psycroptic, indie-electro bands The Paradise Motel and The Scientists of Modern Music, singer-songwriters Sacha Lucashenko (of The Morning After Girls), Michael Noga (of The Drones), and Monique Brumby, two-thirds of indie rock band Love of Diagrams, post punk band Sea Scouts, theremin player Miles Brown, blues guitarist Phil Manning (of blues-rock band Chain), power-pop group The Innocents, and TikTok artist Kim Dracula all originated in Hobart. In addition, founding member of Violent Femmes, Brian Ritchie, now calls Hobart home, and has formed a local band, The Green Mist. Ritchie also curates the annual international arts festival MONA FOMA, held at Salamanca Place's waterfront venue, Princes Wharf, Shed No. 1. Hobart hosts many significant festivals including summer's Taste of Tasmania celebrating local produce, wine and music, Dark Mofo marking the winter solstice, Australia's premier festival celebration of voice the Festival of Voices, and Tasmania's biennial international arts festival Ten Days On The Island. Other festivals, including the Hobart Fringe Festival, Hobart Summer Festival, Southern Roots Festival, the Falls Festival in Marion Bay and the Soundscape Festival also capitalise on Hobart's artistic communities. Hobart is home to the Tasmanian Museum and Art Gallery. The Meadowbank Estate winery and restaurant features a floor mural by Tom Samek, part funded by the Federal Government. The Museum of Old and New Art (MONA) opened in 2011 to coincide with the third annual MONA FOMA festival. The multi-storey MONA gallery was built directly underneath the historic Sir Roy Grounds courtyard house, overlooking the River Derwent. This building serves as the entrance to the MONA Gallery. Hobart has a growing street art scene thanks to a program called Hobart Walls, which was launched in association with the Vibrance Festival, an annual mural-painting event. The City of Hobart and Vibrance Festival launched Hobart's first legal street art wall in Bidencopes Lane in 2018, allowing any artist to paint there, on any day of the week, provided they sign up for a permit and paint between 9am – 10pm. Designed by the prolific architect Sir Roy Grounds, the 17-storey Wrest Point Hotel Casino in Sandy Bay, opened as Australia's first legal casino in 1973. The city's nightlife primarily revolves around Salamanca Place, the waterfront area, Elizabeth St in North Hobart and Sandy Bay, but popular pubs, bars and nightclubs exist around the city as well. Major national and international music events are usually held at the Derwent Entertainment Centre, or the Casino. Popular restaurant strips include Elizabeth Street in North Hobart, and Salamanca Place near the waterfront. These include numerous ethnic restaurants including Chinese, Thai, Greek, Pakistani, Italian, Indian and Mexican. The major shopping street in the CBD is Elizabeth Street, with the pedestrianised Elizabeth Mall and the General Post Office. Close Shave, one of Australia's longest serving male a cappella quartets, is based in Hobart. Events Hobart is internationally famous among the yachting community as the finish of the Sydney to Hobart Yacht Race which starts in Sydney on Boxing Day (the day after Christmas Day). The arrival of the yachts is celebrated as part of the Hobart Summer Festival, a food and wine festival beginning just after Christmas and ending in mid-January. The Taste of Tasmania is a major part of the festival, where locals and visitors can taste fine local and international food and wine. The city is the finishing point of the Targa Tasmania rally car event, which has been held annually in April since 1991. The annual Tulip Festival at the Royal Tasmanian Botanical Gardens is a popular Spring celebration in the city. The Australian Wooden Boat Festival is a biennial event held in Hobart celebrating wooden boats. It is held concurrently with the Royal Hobart Regatta, which began in 1830 and is therefore Tasmania's oldest surviving sporting event. Sport Most professional Hobart-based sports teams represent Tasmania as a whole rather than exclusively the city. Cricket is a popular game of the city. The Tasmanian Tigers cricket team plays its home games at the Bellerive Oval on the Eastern Shore. A new team, Hobart Hurricanes represent the city in the Big Bash League. Bellerive Oval has been the breeding ground of some world class cricket players including the former Australia captain Ricky Ponting. Despite Australian rules football's huge popularity in the state of Tasmania, the state does not have a team in the Australian Football League. However, a bid for an Tasmanian AFL team is a popular topic among football fans. The State government is one of the potential sponsors of such a team. Local domestic club football is still played. Tasmanian State League football features five clubs from Hobart, and other leagues such as Southern Football League and the Old Scholars Football Association are also played each Winter. The city has two local rugby league football teams (Hobart Tigers and South Hobart Storm) that compete in the Tasmanian Rugby League. Tasmania is not represented by teams in the NRL, Super Rugby, ANZ Championship or A-League. However, the Tasmania JackJumpers will enter the NBL in the 2021/22 season. The Hobart Chargers also represent Hobart in the second-tier South East Australian Basketball League. Besides the bid for an AFL club which was passed over in favour of a second Queensland team, despite several major local businesses and the Premier pioneering for a club, there is also a Hobart bid for entry into the A-League. The Tassie Tigers field men's and women's representative sides in the national hockey league, Hockey One (which replaced the Australian Hockey League in 2019). They play their home matches at the Tasmanian Hockey Centre in New Town near Cornelian Bay, which features three synthetic hockey pitches that have also hosted international competition such as the FIH Pro League as recently as 2019. The Kookaburras current co-Captain and games record holder, Eddie Ockenden, is a product of the Hobart-based club North West Graduates. The city co-hosted the basketball FIBA Oceania Championship 1975, where the Australian national basketball team won the gold medal. Media Five free-to-air television stations service Hobart: ABC Tasmania (ABT) SBS Tasmania (SBS) 7 Tasmania (TNT) – Seven Network affiliate Nine Tasmania (TVT) – Nine Network affiliate Tasmanian Digital Television (TDT) – Network 10 affiliate Each station broadcasts a primary channel and several multichannels. Hobart is served by twenty-nine digital free-to-air television channels: ABC ABC HD (ABC broadcast in HD) ABC TV Plus/KIDS ABC ME ABC News SBS SBS HD (SBS broadcast in HD) SBS Viceland SBS Viceland HD (SBS Viceland broadcast in HD) Food Network NITV 7 Tasmania (on relay from Melbourne) 7HD (Seven broadcast in HD) 7two 7mate Racing.com Nine (on relay from Melbourne) 9HD (Nine broadcast in HD) 9Gem 9Go! 9Life TVSN Gold Sky News on WIN 10 (on relay from Melbourne) 10 HD (TDT broadcast in HD) 10 Bold 10 Peach 10 Shake The majority of pay television services are provided by Foxtel via satellite, although other smaller pay television providers do service Hobart. Commercial radio stations licensed to cover the Hobart market include Triple M Hobart, hit100.9 Hobart and 7HO FM. Local community radio stations include Christian radio station Ultra106five, Edge Radio and Hobart FM which targets the wider community with specialist programmes. The five ABC radio networks available on analogue radio broadcast to Hobart via 936 ABC Hobart, Radio National, Triple J, NewsRadio and ABC Classic FM. Hobart is also home to the video creation company Biteable. Hobart's major newspaper is The Mercury, which was founded by John Davies in 1854 and has been continually published ever since. The paper is owned and operated by Rupert Murdoch's News Limited. Government Greater Hobart metropolitan area consists of five local government areas of which three, City of Hobart, City of Glenorchy and City of Clarence are designated as cities. Hobart also includes the urbanised local governments of the Municipality of Kingborough and Municipality of Brighton. Each local government services all the suburbs that are within its geographical boundaries and are responsible for their own urban area, up to a certain scale, and residential planning as well as waste management and mains water storage. Most citywide events such as the Taste of Tasmania and Hobart Summer Festival are funded by the Tasmanian State Government as a joint venture with the Hobart City Council. Urban planning of the Hobart CBD in particular the Heritage listed areas such as Sullivans Cove are also intensely scrutinised by State Government, which is operated out of Parliament House on the waterfront. Infrastructure Education Hobart is home to the main campus of the University of Tasmania, located in Sandy Bay. On-site accommodation colleges include Christ College, Jane Franklin Hall and St John Fisher College. Other campuses are in Launceston and Burnie. The Greater Hobart area contains 122 primary, secondary and pretertiary (College) schools distributed throughout Clarence, Glenorchy and Hobart City Councils and Kingborough and Brighton Municipalities. These schools are made up of a mix of public, catholic, private and independent run, with the heaviest distribution lying in the more densely populated West around the Hobart city core. TasTAFE operates a total of seven polytechnic campuses within the Greater Hobart area that provide vocational education and training. Health Royal Hobart Hospital is a major public hospital in central Hobart with 501 beds, which also serves as a teaching hospital for the University of Tasmania. A private hospital, Hobart Private Hospital is located adjacent to it and operated by Australian healthcare provider Healthscope. The company also owns another hospital in the city, the St. Helen's Private Hospital, which features a mother-baby unit. Transport The only public transportation within the city of Hobart is via a network of Metro Tasmania buses funded by the Tasmanian Government and a small number of private bus services. Like many large Australian cities, Hobart once operated passenger tram services, a trolleybus network consisting of six routes which operated until 1968. However, the tramway closed in the early 1960s. The tracks are still visible in the older streets of Hobart. Suburban passenger trains, run by the Tasmanian Government Railways, were closed in 1974 and the intrastate passenger service, the Tasman Limited, ceased running in 1978. Recently though there has been a push from the city, and increasingly from government, to establish a light rail network, intended to be fast, efficient, and eco-friendly, along existing tracks in a North South corridor; to help relieve the frequent jamming of traffic in Hobart CBD. The main arterial routes within the urban area are the Brooker Highway to Glenorchy and the northern suburbs, the Tasman Bridge and Bowen Bridge across the river to Rosny and the Eastern Shore. The East Derwent Highway to Lindisfarne, Geilston Bay, and Northwards to Brighton, the South Arm Highway leading to Howrah, Rokeby, Lauderdale and Opossum Bay and the Southern Outlet south to Kingston and the D'Entrecasteaux Channel. Leaving the city, motorists can travel the Lyell Highway to the west coast, Midland Highway to Launceston and the north, Tasman Highway to the east coast, or the Huon Highway to the far south. Ferry services from Hobart's Eastern Shore into the city were once a common form of public transportation, but with lack of government funding, as well as a lack of interest from the private sector, there has been the demise of a regular commuter ferry service – leaving Hobart's commuters relying solely on travel by automobiles and buses. There is however a water taxi service operating from the Eastern Shore into Hobart which provides an alternative to the Tasman Bridge. Hobart is served by Hobart International Airport with flights to/from Adelaide, Auckland, Brisbane, Canberra, Gold Coast, Melbourne, Perth, Sydney, and regional destinations including the Bass Strait islands. The smaller Cambridge Aerodrome mainly serves small charter airlines offering local tourist flights. In the past decade, Hobart International Airport received a huge upgrade, with the airport now being a first class airport facility. In 2009, it was announced that Hobart Airport would receive more upgrades, including a first floor, aerobridges (currently, passengers must walk on the tarmac) and shopping facilities. Possible new international flights to Asia and New Zealand, and possible new domestic flights to Darwin and Cairns have been proposed. A second runway, possibly to be constructed in the next 15 years, would assist with growing passenger numbers to Hobart. Hobart Control Tower may be renovated and fitted with new radar equipment, and the airport's carpark may be extended further. Also, new facilities will be built just outside the airport. A new service station, hotel and day care centre have already been built and the road leading to the airport has been maintained and re-sealed. In 2016, work began on a 500-metre extension of the existing runway in addition to a $100 million upgrade of the airport. The runway extension is expected to allow international flights to land and increase air-traffic with Antarctica. This upgrade was, in part, funded under a promise made during the 2013 federal election by the Abbott government. On 9 August 2021, the Derwent River Ferry (owned by Roche Brothers' Navigator Group) was initiated as a year-long trial servicing between Brooke Street Pier in Hobart centre to Bellerive Pier on the eastern shore. A one-way trip takes approximately 15 minutes, and the ferry operates on all weekdays, but not weekends. It starts the day at Bellerive and departs 8 times there from 6:20 am as the first time and 5:30 pm as the last (40-minute intervals), before returning from Brooke St Pier at 5:50 pm to Bellerive for the next day. The ferry provides a convenient alternative to crossing the Tasman Bridge, with its purpose being to reduce traffic congestion at a cost of $175.5 million. It can hold 107 passengers as well as 15 bicycle spots on-board. It is seen as a first step in diversifying Hobart's transportation infrastructure to solve traffic problems that involves taking cars off the road rather than increasing capacity. Notable residents Arts Asta, singer-songwriter Phillip Borsos, director and producer, best known for his films The Mean Season (1985) and One Magic Christmas (1985) Essie Davis, actress Richard Flanagan, author Errol Flynn, Hollywood actor Frederick Frith, painter and photographer Lisa Gormley, English-born Australian actress best known for playing Bianca Scott on the Channel 7 serial drama Home and Away Lucky Grills, best known for portraying the unconventional detective "Bluey" Hills in the television series Bluey in 1976. Robert Grubb, actor John Harwood, writer and poet Ernest, Tasman and Arthur Higgins, brothers and pioneering cinematographers during the silent era Don Kay, Australian classical composer William Kermode, artist Constantine Koukias, a Greek-Australian composer and flautist Louise Lovely, the first Australian motion picture actress to find success in Hollywood Dennis Miller, actor best known for his recurring role on Blue Heelers as Ex-Sergeant Pat Doyle (1994–2000). Richard Morgan, most noted for playing the long-running role of Terry Sullivan in the Australian television series The Sullivans. Tara Morice, actress Gerda Nicolson, actress Len Reynolds, illustrator, caricaturist, painter, cartoonist Glenn Richards, musician, singer, songwriter and guitarist with Augie March Brian Ritchie, musician, bassist of Violent Femmes Clive Sansom, poet and playwright Don Sharp, actor Michael Siberry, actor Jaason Simmons, actor best known for his role as life guard Logan Fowler in the TV series Baywatch Freya Stafford, actress who has appeared on TV programs such as Head Start and White Collar Blue and the 2010 horror film, The Clinic Amali Ward, Australian Idol Season 2 finalist Charles Woolley, photographer and artist Saroo Brierley, author of A Long Way Home adapted into 2016 film Lion. Jeanine Claes, artist, dancer, choreographer and dance teacher Sports Darrel Baldock - Australian Rules footballer. Captain of St Kilda 1966 Grand Final victory over Collingwood. Legend status in the AFL Hall of Fame. Scott Bowden – Australian cyclist Al Bourke – Australian boxer of the 1940s, and 1950s Roy Cazaly – Australian rules footballer who died in 1963 in Hobart, member of the Australian Football Hall of Fame Rodney Eade – Australian rules footballer who played 259 games for Hawthorn and the Bears, former head coach of the Western Bulldogs until Round 21, 2011 and former head coach of the Gold Coast Suns. David Foster – World Champion woodchopper Ryan Foster – Middle-distance runner and first Tasmanian to break the 4-minute mile. Brendon Gale – former Australian rules footballer, and is CEO of the Richmond Football Club Royce Hart – Australian rules footballer, member of the Australian Football Hall of Fame with legend status and member of the Team of the Century Peter Hudson AM – Australian rules footballer, considered one of the greatest full-forwards in the game's history, when playing for Glenorchy he kicked 616 goals in 81 games with some records stating he instead kicked 769 goals; he is also a member of the Australian Football Hall of Fame Peter 'Percy' Jones – Australian rules footballer, played 249 games for the Carlton Blues in the VFL Eddie Ockenden – midfielder and striker for Australia's national hockey team, the Kookaburras Tim Paine – Australian cricketer and wicketkeeper Steve Randell – Australian Test cricket match umpire; convicted of 15 counts of sexual assault against nine schoolgirls Jack Riewoldt – Premiership winning Australian rules footballer for Richmond, winner of the 2010 and 2012 Coleman and Jack Dyer Medal, cousin of Nick. Nick Riewoldt – Australian rules footballer, former captain of the St Kilda Football Club Ian Stewart – Australian rules footballer who played 127 games for St Kilda, including the club's first (and thus far only) Premiership in 1966; he is also a member of the Australian Football Hall of Fame with legend status and a triple Brownlow Medal winner Max Walker – Australian rules footballer and Australian cricketer, media commentator and motivational speaker Paul Williams – Australian Rules footballer who played 306 games for Collingwood and Sydney, also previously caretaker coach of the Western Bulldogs Cameron Wurf – Australian road cyclist and member of the Cannondale Pro Cycling Team Adam Coleman, rugby union player Others Elizabeth Blackburn, Nobel Prize-winning biological researcher Bob Brown, retired politician, former leader of the Australian Greens William Buckley, escaped convict who lived with the native Wathaurung people on the Bellarine Peninsula for over 30 years Alec Campbell, longest surviving war veteran from the Gallipoli Campaign Peter Conrad, academic and author, teaching at Christ Church, Oxford Mary Donaldson, Crown Princess of Denmark Helene Chung Martin, journalist and author, notable for being the first reporter of Asian descent to report on the ABC Bernard Montgomery, general who grew up in Hobart; served in both world wars and is famous for his victory at the battle of El Alamein Alexander Pearce, convict and cannibal Joseph Potaski, convict and first Pole to come to Australia Harry Smith, Officer Commanding D Company, 6 RAR during the Battle of Long Tan in the Vietnam War Ernest Ewart Unwin, educationist David Walsh, art collector and founder of the Museum of Old and New Art Charles Wooley, journalist, most famous for his role on Channel Nine's 60 Minutes Sister cities Yaizu, Shizuoka Prefecture, Japan (1977) L'Aquila, Abruzzo, Italy (1980) Valdivia, Los Ríos, Chile (1998) Xi'an, Shaanxi, China (2015) Fuzhou, Fujian, China (2017) Barile, Basilicata, Italy (2009) See also Hobart City Centre Notes References Further reading Frank Bolt (2004). The Founding of Hobart 1803–1804. Peregrine Pty Ltd, Kettering Tasmania. . Peter Timms (2009). In Search of Hobart. University of New South Wales Press, Sydney (NSW). (hbk.). External links Hobart City Council Watch historical footage of Hobart, Launceston and the rest of Tasmania from the National Film and Sound Archive of Australia's collection. Images of the city from Rose Bay High School Live from the School Satellite image from Google Maps Street map from Whereis Guide to Hobart – Hobart Guide Hobart – Tourism Australia 1803 establishments in Australia Australian capital cities Cities in Tasmania Coastal cities in Australia Populated places established in 1803 Southern Tasmania
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A hogshead (abbreviated "hhd", plural "hhds") is a large cask of liquid (or, less often, of a food commodity). More specifically, it refers to a specified volume, measured in either imperial or US customary measures, primarily applied to alcoholic beverages, such as wine, ale, or cider. Varieties and standardisation A tobacco hogshead was used in British and American colonial times to transport and store tobacco. It was a very large wooden barrel. A standardized hogshead measured long and in diameter at the head (at least , depending on the width in the middle). Fully packed with tobacco, it weighed about . A hogshead in Britain contains about . The Oxford English Dictionary (OED) notes that the hogshead was first standardized by an act of Parliament in 1423, though the standards continued to vary by locality and content. For example, the OED cites an 1897 edition of Whitaker's Almanack, which specified the gallons of wine in a hogshead varying most particularly across fortified wines: claret/Madeira , port , sherry . The American Heritage Dictionary claims that a hogshead can consist of anything from (presumably) . Eventually, a hogshead of wine came to be , while a hogshead of beer or ale is 54 gallons (250 L if old beer/ale gallons, 245 L if imperial). A hogshead was also used as unit of measurement for sugar in Louisiana for most of the 19th century. Plantations were listed in sugar schedules as having produced x number of hogsheads of sugar or molasses. A hogshead was also used for the measurement of herring fished for sardines in Blacks Harbour, New Brunswick and Cornwall. Etymology English philologist Walter William Skeat (1835–1912) noted the origin is to be found in the name for a cask or liquid measure appearing in various forms in Germanic languages, in Dutch oxhooft (modern okshoofd), Danish oxehoved, Old Swedish oxhuvud, etc. The Encyclopædia Britannica of 1911 conjectured that the word should therefore be "oxhead", "hogshead" being a mere corruption. A hogshead of Madeira wine was approximately equal to 45–48 gallons (0.205–0.218 m3). A hogshead of brandy was approximately equal to 56–61 gallons (0.255–0.277) m3. Charts See also English units of wine casks References Imperial units Wine packaging and storage Brewing Units of volume Containers Alcohol measurement
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A hull is the watertight body of a ship, boat, or flying boat. The hull may open at the top (such as a dinghy), or it may be fully or partially covered with a deck. Atop the deck may be a deckhouse and other superstructures, such as a funnel, derrick, or mast. The line where the hull meets the water surface is called the waterline. General features There is a wide variety of hull types that are chosen for suitability for different usages, the hull shape being dependent upon the needs of the design. Shapes range from a nearly perfect box in the case of scow barges to a needle-sharp surface of revolution in the case of a racing multihull sailboat. The shape is chosen to strike a balance between cost, hydrostatic considerations (accommodation, load carrying, and stability), hydrodynamics (speed, power requirements, and motion and behavior in a seaway) and special considerations for the ship's role, such as the rounded bow of an icebreaker or the flat bottom of a landing craft. In a typical modern steel ship, the hull will have watertight decks, and major transverse members called bulkheads. There may also be intermediate members such as girders, stringers and webs, and minor members called ordinary transverse frames, frames, or longitudinals, depending on the structural arrangement. The uppermost continuous deck may be called the "upper deck", "weather deck", "spar deck", "main deck", or simply "deck". The particular name given depends on the context—the type of ship or boat, the arrangement, or even where it sails. In a typical wooden sailboat, the hull is constructed of wooden planking, supported by transverse frames (often referred to as ribs) and bulkheads, which are further tied together by longitudinal stringers or ceiling. Often but not always there is a centerline longitudinal member called a keel. In fiberglass or composite hulls, the structure may resemble wooden or steel vessels to some extent, or be of a monocoque arrangement. In many cases, composite hulls are built by sandwiching thin fiber-reinforced skins over a lightweight but reasonably rigid core of foam, balsa wood, impregnated paper honeycomb, or other material. Perhaps the earliest proper hulls were built by the Ancient Egyptians, who by 3000 BC knew how to assemble wooden planks into a hull. Hull shapes Hulls come in many varieties and can have composite shape, (e.g., a fine entry forward and inverted bell shape aft), but are grouped primarily as follows: Chined and hard-chined. Examples are the flat-bottom (chined), v-bottom, and multi-chine hull (several gentler hard chines, still not smooth). These types have at least one pronounced knuckle throughout all or most of their length. Moulded, round bilged or soft-chined. These hull shapes all have smooth curves. Examples are the round bilge, semi-round bilge, and s-bottom hull. Planing and displacement hulls Displacement hull: here the hull is supported exclusively or predominantly by buoyancy. Vessels that have this type of hull travel through the water at a limited rate that is defined by the waterline length. They are often, though not always, heavier than planing types. Planing hull: here, the planing hull form is configured to develop positive dynamic pressure so that its draft decreases with increasing speed. The dynamic lift reduces the wetted surface and therefore also the drag. They are sometimes flat-bottomed, sometimes V-bottomed and more rarely, round-bilged. The most common form is to have at least one chine, which makes for more efficient planing and can throw spray down. Planing hulls are more efficient at higher speeds, although they still require more energy to achieve these speeds. An effective planing hull must be as light as possible with flat surfaces that are consistent with good sea keeping. Sailboats that plane must also sail efficiently in displacement mode in light winds. Semi-displacement, or semi-planing: here the hull form is capable of developing a moderate amount of dynamic lift; however, most of the vessel's weight is still supported through buoyancy. Hull forms At present, the most widely used form is the round bilge hull. With a small payload, such a craft has less of its hull below the waterline, giving less resistance and more speed. With a greater payload, resistance is greater and speed lower, but the hull's outward bend provides smoother performance in waves. As such, the inverted bell shape is a popular form used with planing hulls. Chined and hard-chined hulls A chined hull does not have a smooth rounded transition between bottom and sides. Instead, its contours are interrupted by sharp angles where predominantly longitudinal panels of the hull meet. The sharper the intersection ( the more acute the angle ), the “harder“ the chine. More than one chine per side is possible. The Cajun "pirogue" is an example of a craft with hard chines. Benefits of this type of hull include potentially lower production cost and a (usually) fairly flat bottom, making the boat faster at planing. A hard chined hull resists rolling ( in smooth water ) more than does a hull with rounded bilges ( the chine creates turbulence and drag resisting the rolling motion, as it moves through the water, the rounded-bilge provides less flow resistance around the turn ). In rough seas, this can make the boat roll more, as the motion drags first down, then up, on a chine: round-bilge boats are more seakindly in waves, as a result. Chined hulls may have one of three shapes: Flat-bottom chined hulls Multi-chined hulls V-bottom chined hulls. Sometimes called hard chine. Each of these chine hulls has its own unique characteristics and use. The flat-bottom hull has high initial stability but high drag. To counter the high drag, hull forms are narrow and sometimes severely tapered at bow and stern. This leads to poor stability when heeled in a sailboat. This is often countered by using heavy interior ballast on sailing versions. They are best suited to sheltered inshore waters. Early racing power boats were fine forward and flat aft. This produced maximum lift and a smooth, fast ride in flat water, but this hull form is easily unsettled in waves. The multi-chine hull approximates a curved hull form. It has less drag than a flat-bottom boat. Multi chines are more complex to build but produce a more seaworthy hull form. They are usually displacement hulls. V or arc-bottom chine boats have a Vshape between 6and 23degrees. This is called the deadrise angle. The flatter shape of a 6-degree hull will plane with less wind or a lower-horsepower engine but will pound more in waves. The deep Vform (between 18and 23degrees) is only suited to high-powered planing boats. They require more powerful engines to lift the boat onto the plane but give a faster, smoother ride in waves. Displacement chined hulls have more wetted surface area, hence more drag, than an equivalent round-hull form, for any given displacement. Smooth curve hulls Smooth curve hulls are hulls that use, just like the curved hulls, a centreboard, or an attached keel. Semi round bilge hulls are somewhat less round. The advantage of the semi-round is that it is a nice middle between the S-bottom and chined hull. Typical examples of a semi-round bilge hull can be found in the Centaur and Laser sailing dinghies. S-bottom hulls are sailing boat hulls with a midships transverse half-section shaped like an s. In the s-bottom, the hull has round bilges and merges smoothly with the keel, and there are no sharp corners on the hull sides between the keel centreline and the sheer line. Boats with this hull form may have a long fixed deep keel, or a long shallow fixed keel with a centreboard swing keel inside. Ballast may be internal, external, or a combination. This hull form was most popular in the late 19th and early to mid 20th centuries. Examples of small sailboats that use this s-shape are the Yngling and Randmeer. Appendages Control devices such as a rudder, trim tabs or stabilizing fins may be fitted. A keel may be fitted on a hull to increase the transverse stability, directional stability or to create lift. A forward protrusion below the waterline is called a bulbous bow. These are fitted on some hulls to reduce the wave making resistance drag and thereby increase fuel efficiency. Bulbs fitted at the stern are less common but accomplish a similar task. Terms Baseline is a level reference line from which vertical distances are measured. Bow is the front part of the hull. Amidships is the middle portion of the vessel in the fore and aft direction. Port is the left side of the vessel when facing the bow from on board. Starboard is the right side of the vessel when facing the bow from on board. Stern is the rear part of the hull. Waterline is an imaginary line circumscribing the hull that matches the surface of the water when the hull is not moving. Metrics Hull forms are defined as follows: Block measures that define the principal dimensions. They are: Beam or breadth (B) is the width of the hull. (ex: BWL is the maximum beam at the waterline) Draft (d) or (T) is the vertical distance from the bottom of the keel to the waterline. Freeboard (FB) is depth plus the height of the keel structure minus draft. Length at the waterline (LWL) is the length from the forwardmost point of the waterline measured in profile to the stern-most point of the waterline. Length between perpendiculars (LBP or LPP) is the length of the summer load waterline from the stern post to the point where it crosses the stem. (see also p/p) Length overall (LOA) is the extreme length from one end to the other. Moulded depth (D) is the vertical distance measured from the top of the keel to the underside of the upper deck at side. Form derivatives that are calculated from the shape and the block measures. They are: Displacement (Δ) is the weight of water equivalent to the immersed volume of the hull. Longitudinal centre of buoyancy (LCB) is the longitudinal position of the centroid of the displaced volume, often given as the distance from a point of reference (often midships) to the centroid of the static displaced volume. Note that the longitudinal centre of gravity or centre of the weight of the vessel must align with the LCB when the hull is in equilibrium. Longitudinal centre of flotation (LCF) is the longitudinal position of the centroid of the waterplane area, usually expressed as longitudinal distance from a point of reference (often midships) to the centre of the area of the static waterplane. This can be visualized as being the area defined by the water's surface and the hull. Vertical centre of buoyancy (VCB) is the vertical position of the centroid of displaced volume, generally given as a distance from a point of reference (such as the baseline) to the centre of the static displaced volume. Volume (V or ∇) is the volume of water displaced by the hull. Coefficients help compare hull forms as well: 1) Block coefficient (Cb) is the volume (V) divided by the LWLx BWL x TWL. If you draw a box around the submerged part of the ship, it is the ratio of the box volume occupied by the ship. It gives a sense of how much of the block defined by the LWL, beam (B) & draft (T) is filled by the hull. Full forms such as oil tankers will have a high Cb where fine shapes such as sailboats will have a low Cb. 2) Midship coefficient (Cm or Cx) is the cross-sectional area (Ax) of the slice at midships (or at the largest section for Cx) divided by beam x draft. It displays the ratio of the largest underwater section of the hull to a rectangle of the same overall width and depth as the underwater section of the hull. This defines the fullness of the underbody. A low Cm indicates a cut-away mid-section and a high Cm indicates a boxy section shape. Sailboats have a cut-away mid-section with low Cx whereas cargo vessels have a boxy section with high Cx to help increase the Cb. 3) Prismatic coefficient (Cp) is the volume (V) divided by LWLx Ax. It displays the ratio of the immersed volume of the hull to a volume of a prism with equal length to the ship and cross-sectional area equal to the largest underwater section of the hull (midship section). This is used to evaluate the distribution of the volume of the underbody. A low or fine Cp indicates a full mid-section and fine ends, a high or full Cp indicates a boat with fuller ends. Planing hulls and other highspeed hulls tend towards a higher Cp. Efficient displacement hulls travelling at a low Froude number will tend to have a low Cp. 4) Waterplane coefficient (Cw) is the waterplane area divided by LWL x BWL. The waterplane coefficient expresses the fullness of the waterplane, or the ratio of the waterplane area to a rectangle of the same length and width. A low Cw figure indicates fine ends and a high Cw figure indicates fuller ends. High Cw improves stability as well as handling behavior in rough conditions. Note: Computer-aided design Use of computer-aided design has superseded paper-based methods of ship design that relied on manual calculations and lines drawing. Since the early 1990s, a variety of commercial and freeware software packages specialized for naval architecture have been developed that provide 3D drafting capabilities combined with calculation modules for hydrostatics and hydrodynamics. These may be referred to as geometric modeling systems for naval architecture. See also Hull classification symbol Notes References Shipbuilding Watercraft components Naval architecture Structural system Structural engineering Ship measurements Egyptian inventions
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The history of Poland spans over a thousand years, from medieval tribes, Christianization and monarchy; through Poland's Golden Age, expansionism and becoming one of the largest European powers; to its collapse and partitions, two world wars, communism, and the restoration of democracy. The roots of Polish history can be traced to ancient times, when the territory of present-day Poland was settled by various tribes including Celts, Scythians, Germanic clans, Sarmatians, Slavs and Balts. However, it was the West Slavic Lechites, the closest ancestors of ethnic Poles, who established permanent settlements in the Polish lands during the Early Middle Ages. The Lechitic Western Polans, a tribe whose name means "people living in open fields", dominated the region, and gave Poland - which lies in the North-Central European Plain - its name. The first ruling dynasty, the Piasts, emerged in the 10th century AD. Duke Mieszko I is considered the de facto creator of the Polish state and is widely recognized for his adoption of Western Christianity in 966 CE. Mieszko's dominion was formally reconstituted as a medieval kingdom in 1025 by his son Bolesław I the Brave, known for military expansion under his rule. The most successful and the last Piast monarch, Casimir III the Great, presided over a period of economic prosperity and territorial aggrandizement before his death in 1370 without male heirs. The period of the Jagiellonian dynasty in the 14th–16th centuries brought close ties with the Lithuania, a cultural Renaissance in Poland and continued territorial expansion as well as Polonization that culminated in the establishment of the Polish–Lithuanian Commonwealth in 1569, one of Europe's largest countries. The Commonwealth was able to sustain the levels of prosperity achieved during the Jagiellonian period, while its political system matured as a unique noble democracy with an elective monarchy. From the mid-17th century, however, the huge state entered a period of decline caused by devastating wars and the deterioration of its political system. Significant internal reforms were introduced in the late 18th century, such as Europe's first Constitution of 3 May 1791, but neighboring powers did not allow the reforms to advance. The existence of the Commonwealth ended in 1795 after a series of invasions and partitions of Polish territory carried out by the Russian Empire in the east, the Kingdom of Prussia in the west and the Habsburg Monarchy in the south. From 1795 until 1918, no truly independent Polish state existed, although strong Polish resistance movements operated. The opportunity to regain sovereignty only materialized after World War I, when the three partitioning imperial powers were fatally weakened in the wake of war and revolution. The Second Polish Republic was established in 1918 and existed as an independent state until 1939, when Nazi Germany and the Soviet Union invaded Poland, marking the beginning of World War II. Millions of Polish citizens of different faiths or identities perished in the course of the Nazi occupation of Poland between 1939 and 1945 through planned genocide and extermination. A Polish government-in-exile nonetheless functioned throughout the war and the Poles contributed to the Allied victory through participation in military campaigns on both the eastern and western fronts. The westward advances of the Soviet Red Army in 1944 and 1945 compelled Nazi Germany's forces to retreat from Poland, which led to the establishment of a satellite communist country, known from 1952 as the Polish People's Republic. As a result of territorial adjustments mandated by the Allies at the end of World War II in 1945, Poland's geographic centre of gravity shifted towards the west and the re-defined Polish lands largely lost their historic multi-ethnic character through the extermination, expulsion and migration of various ethnic groups during and after the war. By the late 1980s, the Polish reform movement Solidarity became crucial in bringing about a peaceful transition from a planned economy and a communist state to a capitalist economic system and a liberal parliamentary democracy. This process resulted in the creation of the modern Polish state, the Third Polish Republic, founded in 1989. Prehistory and protohistory In prehistoric and protohistoric times, over a period of at least 600,000 years, the area of present-day Poland was intermittently inhabited by members of the genus Homo. It went through the Stone Age, Bronze Age and Iron Age stages of development, along with the nearby regions. The Neolithic period ushered in the Linear Pottery culture, whose founders migrated from the Danube River area beginning about 5500 BC. This culture was distinguished by the establishment of the first settled agricultural communities in modern Polish territory. Later, between about 4400 and 2000 BC, the native post-Mesolithic populations would also adopt and further develop the agricultural way of life. Poland's Early Bronze Age began around 2400–2300 BC, whereas its Iron Age commenced c. 750–700 BC. One of the many cultures that have been uncovered, the Lusatian culture, spanned the Bronze and Iron Ages and left notable settlement sites. Around 400 BC, Poland was settled by Celts of the La Tène culture. They were soon followed by emerging cultures with a strong Germanic component, influenced first by the Celts and then by the Roman Empire. The Germanic peoples migrated out of the area by about 500 AD during the great Migration Period of the European Dark Ages. Wooded regions to the north and east were settled by Balts. According to some archaeological research, Slavs have resided in modern Polish territories for only 1,500 years. However, recent genetic studies determined that people who live in the current territory of Poland include the descendants of the people who inhabited the area for thousands of years, beginning in the early Neolithic period. And according to other archaeological and linguistic research, early Slavic peoples were likely present in parts of Poland much earlier, and may have been associated with the ancient Przeworsk and Zarubintsy cultures of the 3rd century BC, though some Slavic groups may have arrived from the east in later periods. It has been suggested that the early Slavic peoples and languages may have originated in the region of Polesia, which includes the area around the Belarus–Ukraine border, parts of Western Russia, and parts of far Eastern Poland. The West Slavic and Lechitic peoples as well as any remaining minority clans on ancient Polish lands were organized into tribal units, of which the larger ones were later known as the Polish tribes; the names of many tribes are found on the list compiled by the anonymous Bavarian Geographer in the 9th century. In the 9th and 10th centuries, these tribes gave rise to developed regions along the upper Vistula, the coast of the Baltic Sea and in Greater Poland. The latest tribal undertaking, in Greater Poland, resulted in the formation of a lasting political structure in the 10th century that became the state of Poland. Piast period (10th century–1385) Mieszko I Poland was established as a state under the Piast dynasty, which ruled the country between the 10th and 14th centuries. Historical records referring to the Polish state begin with the rule of Duke Mieszko I, whose reign commenced sometime before 963 and continued until his death in 992. Mieszko converted to Christianity in 966, following his marriage to Princess Doubravka of Bohemia, a fervent Christian. The event is known as the "baptism of Poland", and its date is often used to mark a symbolic beginning of Polish statehood. Mieszko completed a unification of the Lechitic tribal lands that was fundamental to the new country's existence. Following its emergence, Poland was led by a series of rulers who converted the population to Christianity, created a strong kingdom and fostered a distinctive Polish culture that was integrated into the broader European culture. Bolesław I the Brave Mieszko's son, Duke Bolesław I the Brave (r. 992–1025), established a Polish Church structure, pursued territorial conquests and was officially crowned the first king of Poland in 1025, near the end of his life. Bolesław also sought to spread Christianity to parts of eastern Europe that remained pagan, but suffered a setback when his greatest missionary, Adalbert of Prague, was killed in Prussia in 997. During the Congress of Gniezno in the year 1000, Holy Roman Emperor Otto III recognized the Archbishopric of Gniezno, an institution crucial for the continuing existence of the sovereign Polish state. During the reign of Otto's successor, Holy Roman Emperor Henry II, Bolesław fought prolonged wars with the Kingdom of Germany between 1002 and 1018. Piast monarchy under Casimir I, Bolesław II and Bolesław III Bolesław I's expansive rule overstretched the resources of the early Polish state, and it was followed by a collapse of the monarchy. Recovery took place under Casimir I the Restorer (r. 1039–58). Casimir's son Bolesław II the Generous (r. 1058–79) became involved in a conflict with Bishop Stanislaus of Szczepanów that ultimately caused his downfall. Bolesław had the bishop murdered in 1079 after being excommunicated by the Polish church on charges of adultery. This act sparked a revolt of Polish nobles that led to Bolesław's deposition and expulsion from the country. Around 1116, Gallus Anonymus wrote a seminal chronicle, the Gesta principum Polonorum, intended as a glorification of his patron Bolesław III Wrymouth (r. 1107–38), a ruler who revived the tradition of military prowess of Bolesław I's time. Gallus' work remains a paramount written source for the early history of Poland. Fragmentation After Bolesław III divided Poland among his sons in his Testament of 1138, internal fragmentation eroded the Piast monarchical structures in the 12th and 13th centuries. In 1180, Casimir II the Just, who sought papal confirmation of his status as a senior duke, granted immunities and additional privileges to the Polish Church at the Congress of Łęczyca. Around 1220, Wincenty Kadłubek wrote his Chronica seu originale regum et principum Poloniae, another major source for early Polish history. In 1226, one of the regional Piast dukes, Konrad I of Masovia, invited the Teutonic Knights to help him fight the Baltic Prussian pagans. The Teutonic Order destroyed the Prussians but kept their lands, which resulted in centuries of warfare between Poland and the Teutonic Knights, and later between Poland and the German Prussian state. The first Mongol invasion of Poland began in 1240; it culminated in the defeat of Polish and allied Christian forces and the death of the Silesian Piast Duke Henry II the Pious at the Battle of Legnica in 1241. In 1242, Wrocław became the first Polish municipality to be incorporated, as the period of fragmentation brought economic development and growth of towns. New cities were founded and existing settlements were granted town status per Magdeburg Law. In 1264, Bolesław the Pious granted Jewish liberties in the Statute of Kalisz. Late Piast monarchy under Władysław I and Casimir III Attempts to reunite the Polish lands gained momentum in the 13th century, and in 1295, Duke Przemysł II of Greater Poland managed to become the first ruler since Bolesław II to be crowned king of Poland. He ruled over a limited territory and was soon killed. In 1300–05 King Wenceslaus II of Bohemia also reigned as king of Poland. The Piast Kingdom was effectively restored under Władysław I the Elbow-high (r. 1306–33), who became king in 1320. In 1308, the Teutonic Knights seized Gdańsk and the surrounding region of Pomerelia. King Casimir III the Great (r. 1333–70), Władysław's son and the last of the Piast rulers, strengthened and expanded the restored Kingdom of Poland, but the western provinces of Silesia (formally ceded by Casimir in 1339) and most of Polish Pomerania were lost to the Polish state for centuries to come. Progress was made in the recovery of the separately governed central province of Mazovia, however, and in 1340, the conquest of Red Ruthenia began, marking Poland's expansion to the east. The Congress of Kraków, a vast convocation of central, eastern, and northern European rulers probably assembled to plan an anti-Turkish crusade, took place in 1364, the same year that the future Jagiellonian University, one of the oldest European universities, was founded. On 9 October 1334, Casimir III confirmed the privileges granted to Jews in 1264 by Bolesław the Pious and allowed them to settle in Poland in great numbers. Angevin transition After the Polish royal line and Piast junior branch died out in 1370, Poland came under the rule of Louis I of Hungary of the Capetian House of Anjou, who presided over a union of Hungary and Poland that lasted until 1382. In 1374, Louis granted the Polish nobility the Privilege of Koszyce to assure the succession of one of his daughters in Poland. His youngest daughter Jadwiga (d. 1399) assumed the Polish throne in 1384. Jagiellonian dynasty (1385–1572) Dynastic union with Lithuania, Władysław II Jagiełło In 1386, Grand Duke Jogaila of Lithuania converted to Catholicism and married Queen Jadwiga of Poland. This act enabled him to become a king of Poland himself, and he ruled as Władysław II Jagiełło until his death in 1434. The marriage established a personal Polish–Lithuanian union ruled by the Jagiellonian dynasty. The first in a series of formal "unions" was the Union of Krewo of 1385, whereby arrangements were made for the marriage of Jogaila and Jadwiga. The Polish–Lithuanian partnership brought vast areas of Ruthenia controlled by the Grand Duchy of Lithuania into Poland's sphere of influence and proved beneficial for the nationals of both countries, who coexisted and cooperated in one of the largest political entities in Europe for the next four centuries. When Queen Jadwiga died in 1399, the Kingdom of Poland fell to her husband's sole possession. In the Baltic Sea region, Poland's struggle with the Teutonic Knights continued and culminated in the Battle of Grunwald (1410), a great victory that the Poles and Lithuanians were unable to follow up with a decisive strike against the main seat of the Teutonic Order at Malbork Castle. The Union of Horodło of 1413 further defined the evolving relationship between the Kingdom of Poland and the Grand Duchy of Lithuania. The privileges of the szlachta (nobility) kept expanding and in 1425 the rule of Neminem captivabimus, which protected the noblemen from arbitrary royal arrests, was formulated. Władysław III and Casimir IV Jagiellon The reign of the young Władysław III (1434–44), who succeeded his father Władysław II Jagiełło and ruled as king of Poland and Hungary, was cut short by his death at the Battle of Varna against the forces of the Ottoman Empire. This disaster led to an interregnum of three years that ended with the accession of Władysław's brother Casimir IV Jagiellon in 1447. Critical developments of the Jagiellonian period were concentrated during Casimir IV's long reign, which lasted until 1492. In 1454, Royal Prussia was incorporated by Poland and the Thirteen Years' War of 1454–66 with the Teutonic state ensued. In 1466, the milestone Peace of Thorn was concluded. This treaty divided Prussia to create East Prussia, the future Duchy of Prussia, a separate entity that functioned as a fief of Poland under the administration of the Teutonic Knights. Poland also confronted the Ottoman Empire and the Crimean Tatars in the south, and in the east helped Lithuania fight the Grand Duchy of Moscow. The country was developing as a feudal state, with a predominantly agricultural economy and an increasingly dominant landed nobility. Kraków, the royal capital, was turning into a major academic and cultural center, and in 1473 the first printing press began operating there. With the growing importance of szlachta (middle and lower nobility), the king's council evolved to become by 1493 a bicameral General Sejm (parliament) that no longer represented exclusively top dignitaries of the realm. The Nihil novi act, adopted in 1505 by the Sejm, transferred most of the legislative power from the monarch to the Sejm. This event marked the beginning of the period known as "Golden Liberty", when the state was ruled in principle by the "free and equal" Polish nobility. In the 16th century, the massive development of folwark agribusinesses operated by the nobility led to increasingly abusive conditions for the peasant serfs who worked them. The political monopoly of the nobles also stifled the development of cities, some of which were thriving during the late Jagiellonian era, and limited the rights of townspeople, effectively holding back the emergence of the middle class. Early modern Poland under Sigismund I and Sigismund II In the 16th century, Protestant Reformation movements made deep inroads into Polish Christianity and the resulting Reformation in Poland involved a number of different denominations. The policies of religious tolerance that developed in Poland were nearly unique in Europe at that time and many who fled regions torn by religious strife found refuge in Poland. The reigns of King Sigismund I the Old (1506–1548) and King Sigismund II Augustus (1548–1572) witnessed an intense cultivation of culture and science (a Golden Age of the Renaissance in Poland), of which the astronomer Nicolaus Copernicus (1473–1543) is the best known representative. Jan Kochanowski (1530–1584) was a poet and the premier artistic personality of the period. In 1525, during the reign of Sigismund I, the Teutonic Order was secularized and Duke Albert performed an act of homage before the Polish king (the Prussian Homage) for his fief, the Duchy of Prussia. Mazovia was finally fully incorporated into the Polish Crown in 1529. The reign of Sigismund II ended the Jagiellonian period, but gave rise to the Union of Lublin (1569), an ultimate fulfillment of the union with Lithuania. This agreement transferred Ukraine from the Grand Duchy of Lithuania to Poland and transformed the Polish–Lithuanian polity into a real union, preserving it beyond the death of the childless Sigismund II, whose active involvement made the completion of this process possible. Livonia in the far northeast was incorporated by Poland in 1561 and Poland entered the Livonian War against Russia. The executionist movement, which attempted to check the progressing domination of the state by the magnate families of Poland and Lithuania, peaked at the Sejm in Piotrków in 1562–63. On the religious front, the Polish Brethren split from the Calvinists, and the Protestant Brest Bible was published in 1563. The Jesuits, who arrived in 1564, were destined to make a major impact on Poland's history. Polish–Lithuanian Commonwealth Establishment (1569–1648) Union of Lublin The Union of Lublin of 1569 established the Polish–Lithuanian Commonwealth, a federal state more closely unified than the earlier political arrangement between Poland and Lithuania. The union was run largely by the nobility through the system of central parliament and local assemblies, but was headed by elected kings. The formal rule of the nobility, who were proportionally more numerous than in other European countries, constituted an early democratic system ("a sophisticated noble democracy"), in contrast to the absolute monarchies prevalent at that time in the rest of Europe. The beginning of the Commonwealth coincided with a period in Polish history when great political power was attained and advancements in civilization and prosperity took place. The Polish–Lithuanian Union became an influential participant in European affairs and a vital cultural entity that spread Western culture (with Polish characteristics) eastward. In the second half of the 16th century and the first half of the 17th century, the Commonwealth was one of the largest and most populous states in contemporary Europe, with an area approaching and a population of about ten million. Its economy was dominated by export-focused agriculture. Nationwide religious toleration was guaranteed at the Warsaw Confederation in 1573. First elective kings After the rule of the Jagiellonian dynasty ended in 1572, Henry of Valois (later King Henry III of France) was the winner of the first "free election" by the Polish nobility, held in 1573. He had to agree to the restrictive pacta conventa obligations and fled Poland in 1574 when news arrived of the vacancy of the French throne, to which he was the heir presumptive. From the start, the royal elections increased foreign influence in the Commonwealth as foreign powers sought to manipulate the Polish nobility to place candidates amicable to their interests. The reign of Stephen Báthory of Hungary followed (r. 1576–1586). He was militarily and domestically assertive and is revered in Polish historical tradition as a rare case of successful elective king. The establishment of the legal Crown Tribunal in 1578 meant a transfer of many appellate cases from the royal to noble jurisdiction. First kings of the Vasa dynasty A period of rule under the Swedish House of Vasa began in the Commonwealth in the year 1587. The first two kings from this dynasty, Sigismund III (r. 1587–1632) and Władysław IV (r. 1632–1648), repeatedly attempted to intrigue for accession to the throne of Sweden, which was a constant source of distraction for the affairs of the Commonwealth. At that time, the Catholic Church embarked on an ideological counter-offensive and the Counter-Reformation claimed many converts from Polish and Lithuanian Protestant circles. In 1596, the Union of Brest split the Eastern Christians of the Commonwealth to create the Uniate Church of the Eastern Rite, but subject to the authority of the pope. The Zebrzydowski rebellion against Sigismund III unfolded in 1606–1608. Seeking supremacy in Eastern Europe, the Commonwealth fought wars with Russia between 1605 and 1618 in the wake of Russia's Time of Troubles; the series of conflicts is referred to as the Polish–Muscovite War or the Dymitriads. The efforts resulted in expansion of the eastern territories of the Polish–Lithuanian Commonwealth, but the goal of taking over the Russian throne for the Polish ruling dynasty was not achieved. Sweden sought supremacy in the Baltic during the Polish–Swedish wars of 1617–1629, and the Ottoman Empire pressed from the south in the Battles at Cecora in 1620 and Khotyn in 1621. The agricultural expansion and serfdom policies in Polish Ukraine resulted in a series of Cossack uprisings. Allied with the Habsburg Monarchy, the Commonwealth did not directly participate in the Thirty Years' War. Władysław's IV reign was mostly peaceful, with a Russian invasion in the form of the Smolensk War of 1632–1634 successfully repelled. The Orthodox Church hierarchy, banned in Poland after the Union of Brest, was re-established in 1635. Decline (1648–1764) Deluge of wars During the reign of John II Casimir Vasa (r. 1648–1668), the third and last king of his dynasty, the nobles' democracy fell into decline as a result of foreign invasions and domestic disorder. These calamities multiplied rather suddenly and marked the end of the Polish Golden Age. Their effect was to render the once powerful Commonwealth increasingly vulnerable to foreign intervention. The Cossack Khmelnytsky Uprising of 1648–1657 engulfed the south-eastern regions of the Polish crown; its long-term effects were disastrous for the Commonwealth. The first liberum veto (a parliamentary device that allowed any member of the Sejm to dissolve a current session immediately) was exercised by a deputy in 1652. This practice would eventually weaken Poland's central government critically. In the Treaty of Pereyaslav (1654), the Ukrainian rebels declared themselves subjects of the Tsar of Russia. The Second Northern War raged through the core Polish lands in 1655–1660; it included a brutal and devastating invasion of Poland referred to as the Swedish Deluge. The war ended in 1660 with the Treaty of Oliva, which resulted in the loss of some of Poland's northern possessions. In 1657 the Treaty of Bromberg established the independence of the Duchy of Prussia. The Commonwealth forces did well in the Russo-Polish War (1654–1667), but the result was the permanent division of Ukraine between Poland and Russia, as agreed to in the Truce of Andrusovo (1667). Towards the end of the war, the Lubomirski's rebellion, a major magnate revolt against the king, destabilized and weakened the country. The large-scale slave raids of the Crimean Tatars also had highly deleterious effects on the Polish economy. Merkuriusz Polski, the first Polish newspaper, was published in 1661. In 1668, grief-stricken at the recent death of his wife and frustrated by the disastrous political setbacks of his reign, John II Casimir abdicated the throne and fled to France. John III Sobieski and last military victories King Michał Korybut Wiśniowiecki, a native Pole, was elected to replace John II Casimir in 1669. The Polish–Ottoman War (1672–76) broke out during his reign, which lasted until 1673, and continued under his successor, John III Sobieski (r. 1674–1696). Sobieski intended to pursue Baltic area expansion (and to this end he signed the secret Treaty of Jaworów with France in 1675), but was forced instead to fight protracted wars with the Ottoman Empire. By doing so, Sobieski briefly revived the Commonwealth's military might. He defeated the expanding Muslims at the Battle of Khotyn in 1673 and decisively helped deliver Vienna from a Turkish onslaught at the Battle of Vienna in 1683. Sobieski's reign marked the last high point in the history of the Commonwealth: in the first half of the 18th century, Poland ceased to be an active player in international politics. The Treaty of Perpetual Peace (1686) with Russia was the final border settlement between the two countries before the First Partition of Poland in 1772. The Commonwealth, subjected to almost constant warfare until 1720, suffered enormous population losses and massive damage to its economy and social structure. The government became ineffective in the wake of large-scale internal conflicts, corrupted legislative processes and manipulation by foreign interests. The nobility fell under the control of a handful of feuding magnate families with established territorial domains. The urban population and infrastructure fell into ruin, together with most peasant farms, whose inhabitants were subjected to increasingly extreme forms of serfdom. The development of science, culture and education came to a halt or regressed. Saxon kings The royal election of 1697 brought a ruler of the Saxon House of Wettin to the Polish throne: Augustus II the Strong (r. 1697–1733), who was able to assume the throne only by agreeing to convert to Roman Catholicism. He was succeeded by his son Augustus III (r. 1734–1763). The reigns of the Saxon kings (who were both simultaneously prince-electors of Saxony) were disrupted by competing candidates for the throne and witnessed further disintegration of the Commonwealth. The Great Northern War of 1700–1721, a period seen by the contemporaries as a temporary eclipse, may have been the fatal blow that brought down the Polish political system. Stanisław Leszczyński was installed as king in 1704 under Swedish protection, but lasted only a few years. The Silent Sejm of 1717 marked the beginning of the Commonwealth's existence as a Russian protectorate: the Tsardom would guarantee the reform-impeding Golden Liberty of the nobility from that time on in order to cement the Commonwealth's weak central authority and a state of perpetual political impotence. In a resounding break with traditions of religious tolerance, Protestants were executed during the Tumult of Thorn in 1724. In 1732, Russia, Austria and Prussia, Poland's three increasingly powerful and scheming neighbors, entered into the secret Treaty of the Three Black Eagles with the intention of controlling the future royal succession in the Commonwealth. The War of the Polish Succession was fought in 1733–1735 to assist Leszczyński in assuming the throne of Poland for a second time. Amidst considerable foreign involvement, his efforts were unsuccessful. The Kingdom of Prussia became a strong regional power and succeeded in wresting the historically Polish province of Silesia from the Habsburg Monarchy in the Silesian Wars; it thus constituted an ever-greater threat to Poland's security. The personal union between the Commonwealth and the Electorate of Saxony did give rise to the emergence of a reform movement in the Commonwealth and the beginnings of the Polish Enlightenment culture, the major positive developments of this era. The first Polish public library was the Załuski Library in Warsaw, opened to the public in 1747. Reforms and loss of statehood (1764–1795) Czartoryski reforms and Stanisław August Poniatowski During the later part of the 18th century, fundamental internal reforms were attempted in the Polish–Lithuanian Commonwealth as it slid into extinction. The reform activity, initially promoted by the magnate Czartoryski family faction known as the Familia, provoked a hostile reaction and military response from neighboring powers, but it did create conditions that fostered economic improvement. The most populous urban center, the capital city of Warsaw, replaced Danzig (Gdańsk) as the leading trade center, and the importance of the more prosperous urban social classes increased. The last decades of the independent Commonwealth's existence were characterized by aggressive reform movements and far-reaching progress in the areas of education, intellectual life, art and the evolution of the social and political system. The royal election of 1764 resulted in the elevation of Stanisław August Poniatowski, a refined and worldly aristocrat connected to the Czartoryski family, but hand-picked and imposed by Empress Catherine the Great of Russia, who expected him to be her obedient follower. Stanisław August ruled the Polish–Lithuanian state until its dissolution in 1795. The king spent his reign torn between his desire to implement reforms necessary to save the failing state and the perceived necessity of remaining in a subordinate relationship to his Russian sponsors. The Bar Confederation (1768–1772) was a rebellion of nobles directed against Russia's influence in general and Stanisław August, who was seen as its representative, in particular. It was fought to preserve Poland's independence and the nobility's traditional interests. After several years, it was brought under control by forces loyal to the king and those of the Russian Empire. Following the suppression of the Bar Confederation, parts of the Commonwealth were divided up among Prussia, Austria and Russia in 1772 at the instigation of Frederick the Great of Prussia, an action that became known as the First Partition of Poland: the outer provinces of the Commonwealth were seized by agreement among the country's three powerful neighbors and only a rump state remained. In 1773, the "Partition Sejm" ratified the partition under duress as a fait accompli. However, it also established the Commission of National Education, a pioneering in Europe education authority often called the world's first ministry of education. The Great Sejm of 1788–1791 and the Constitution of 3 May 1791 The long-lasting session of parliament convened by King Stanisław August is known as the Great Sejm or Four-Year Sejm; it first met in 1788. Its landmark achievement was the passing of the Constitution of 3 May 1791, the first singular pronouncement of a supreme law of the state in modern Europe. A moderately reformist document condemned by detractors as sympathetic to the ideals of the French Revolution, it soon generated strong opposition from the conservative circles of the Commonwealth's upper nobility and from Empress Catherine of Russia, who was determined to prevent the rebirth of a strong Commonwealth. The nobility's Targowica Confederation, formed in Russian imperial capital of Saint Petersburg, appealed to Catherine for help, and in May 1792, the Russian army entered the territory of the Commonwealth. The Polish–Russian War of 1792, a defensive war fought by the forces of the Commonwealth against Russian invaders, ended when the Polish king, convinced of the futility of resistance, capitulated by joining the Targowica Confederation. The Russian-allied confederation took over the government, but Russia and Prussia in 1793 arranged for the Second Partition of Poland anyway. The partition left the country with a critically reduced territory that rendered it essentially incapable of an independent existence. The Commonwealth's Grodno Sejm of 1793, the last Sejm of the state's existence, was compelled to confirm the new partition. The Kościuszko Uprising of 1794 and the end of Polish–Lithuanian state Radicalized by recent events, Polish reformers (whether in exile or still resident in the reduced area remaining to the Commonwealth) were soon working on preparations for a national insurrection. Tadeusz Kościuszko, a popular general and a veteran of the American Revolution, was chosen as its leader. He returned from abroad and issued Kościuszko's proclamation in Kraków on March 24, 1794. It called for a national uprising under his supreme command. Kościuszko emancipated many peasants in order to enroll them as kosynierzy in his army, but the hard-fought insurrection, despite widespread national support, proved incapable of generating the foreign assistance necessary for its success. In the end, it was suppressed by the combined forces of Russia and Prussia, with Warsaw captured in November 1794 in the aftermath of the Battle of Praga. In 1795, a Third Partition of Poland was undertaken by Russia, Prussia and Austria as a final division of territory that resulted in the effective dissolution of the Polish–Lithuanian Commonwealth. King Stanisław August Poniatowski was escorted to Grodno, forced to abdicate, and retired to Saint Petersburg. Tadeusz Kościuszko, initially imprisoned, was allowed to emigrate to the United States in 1796. The response of the Polish leadership to the last partition is a matter of historical debate. Literary scholars found that the dominant emotion of the first decade was despair that produced a moral desert ruled by violence and treason. On the other hand, historians have looked for signs of resistance to foreign rule. Apart from those who went into exile, the nobility took oaths of loyalty to their new rulers and served as officers in their armies. Partitioned Poland (1795–1918) Armed resistance (1795–1864) Napoleonic wars Although no sovereign Polish state existed between 1795 and 1918, the idea of Polish independence was kept alive throughout the 19th century. There were a number of uprisings and other armed undertakings waged against the partitioning powers. Military efforts after the partitions were first based on the alliances of Polish émigrés with post-revolutionary France. Jan Henryk Dąbrowski's Polish Legions fought in French campaigns outside of Poland between 1797 and 1802 in hopes that their involvement and contribution would be rewarded with the liberation of their Polish homeland. The Polish national anthem, "Poland Is Not Yet Lost", or "Dąbrowski's Mazurka", was written in praise of his actions by Józef Wybicki in 1797. The Duchy of Warsaw, a small, semi-independent Polish state, was created in 1807 by Napoleon in the wake of his defeat of Prussia and the signing of the Treaties of Tilsit with Emperor Alexander I of Russia. The Army of the Duchy of Warsaw, led by Józef Poniatowski, participated in numerous campaigns in alliance with France, including the successful Austro-Polish War of 1809, which, combined with the outcomes of other theaters of the War of the Fifth Coalition, resulted in an enlargement of the duchy's territory. The French invasion of Russia in 1812 and the German Campaign of 1813 saw the duchy's last military engagements. The Constitution of the Duchy of Warsaw abolished serfdom as a reflection of the ideals of the French Revolution, but it did not promote land reform. The Congress of Vienna After Napoleon's defeat, a new European order was established at the Congress of Vienna, which met in the years 1814 and 1815. Adam Jerzy Czartoryski, a former close associate of Emperor Alexander I, became the leading advocate for the Polish national cause. The Congress implemented a new partition scheme, which took into account some of the gains realized by the Poles during the Napoleonic period. The Duchy of Warsaw was replaced in 1815 with a new Kingdom of Poland, unofficially known as Congress Poland. The residual Polish kingdom was joined to the Russian Empire in a personal union under the Russian tsar and it was allowed its own constitution and military. East of the kingdom, large areas of the former Polish–Lithuanian Commonwealth remained directly incorporated into the Russian Empire as the Western Krai. These territories, along with Congress Poland, are generally considered to form the Russian Partition. The Russian, Prussian, and Austrian "partitions" are informal names for the lands of the former Commonwealth, not actual units of administrative division of Polish–Lithuanian territories after partitions. The Prussian Partition included a portion separated as the Grand Duchy of Posen. Peasants under the Prussian administration were gradually enfranchised under the reforms of 1811 and 1823. The limited legal reforms in the Austrian Partition were overshadowed by its rural poverty. The Free City of Cracow was a tiny republic created by the Congress of Vienna under the joint supervision of the three partitioning powers. Despite the bleak from the standpoint of Polish patriots political situation, economic progress was made in the lands taken over by foreign powers because the period after the Congress of Vienna witnessed a significant development in the building of early industry. Economic historians have made new estimates on GDP per capita, 1790–1910. They confirm the hypothesis of semi-peripheral development of Polish territories in the 19th century and the slow process of catching-up with the core economies. The Uprising of November 1830 The increasingly repressive policies of the partitioning powers led to resistance movements in partitioned Poland, and in 1830 Polish patriots staged the November Uprising. This revolt developed into a full-scale war with Russia, but the leadership was taken over by Polish conservatives who were reluctant to challenge the empire and hostile to broadening the independence movement's social base through measures such as land reform. Despite the significant resources mobilized, a series of errors by several successive chief commanders appointed by the insurgent Polish National Government led to the defeat of its forces by the Russian army in 1831. Congress Poland lost its constitution and military, but formally remained a separate administrative unit within the Russian Empire. After the defeat of the November Uprising, thousands of former Polish combatants and other activists emigrated to Western Europe. This phenomenon, known as the Great Emigration, soon dominated Polish political and intellectual life. Together with the leaders of the independence movement, the Polish community abroad included the greatest Polish literary and artistic minds, including the Romantic poets Adam Mickiewicz, Juliusz Słowacki, Cyprian Norwid, and the composer Frédéric Chopin. In occupied and repressed Poland, some sought progress through nonviolent activism focused on education and economy, known as organic work; others, in cooperation with the emigrant circles, organized conspiracies and prepared for the next armed insurrection. Revolts of the era of the Spring of Nations The planned national uprising failed to materialize because the authorities in the partitions found out about secret preparations. The Greater Poland uprising ended in a fiasco in early 1846. In the Kraków uprising of February 1846, patriotic action was combined with revolutionary demands, but the result was the incorporation of the Free City of Cracow into the Austrian Partition. The Austrian officials took advantage of peasant discontent and incited villagers against the noble-dominated insurgent units. This resulted in the Galician slaughter of 1846, a large-scale rebellion of serfs seeking relief from their post-feudal condition of mandatory labor as practiced in folwarks. The uprising freed many from bondage and hastened decisions that led to the abolition of Polish serfdom in the Austrian Empire in 1848. A new wave of Polish involvement in revolutionary movements soon took place in the partitions and in other parts of Europe in the context of the Spring of Nations revolutions of 1848 (e.g. Józef Bem's participation in the revolutions in Austria and Hungary). The 1848 German revolutions precipitated the Greater Poland uprising of 1848, in which peasants in the Prussian Partition, who were by then largely enfranchised, played a prominent role. The Uprising of January 1863 As a matter of continuous policy, the Russian autocracy kept assailing Polish national core values of language, religion and culture. In consequence, despite the limited liberalization measures allowed in Congress Poland under the rule of Tsar Alexander II of Russia, a renewal of popular liberation activities took place in 1860–1861. During large-scale demonstrations in Warsaw, Russian forces inflicted numerous casualties on the civilian participants. The "Red", or left-wing faction of Polish activists, which promoted peasant enfranchisement and cooperated with Russian revolutionaries, became involved in immediate preparations for a national uprising. The "White", or right-wing faction, was inclined to cooperate with the Russian authorities and countered with partial reform proposals. In order to cripple the manpower potential of the Reds, Aleksander Wielopolski, the conservative leader of the government of Congress Poland, arranged for a partial selective conscription of young Poles for the Russian army in the years 1862 and 1863. This action hastened the outbreak of hostilities. The January Uprising, joined and led after the initial period by the Whites, was fought by partisan units against an overwhelmingly advantaged enemy. The uprising lasted from January 1863 to the spring of 1864, when Romuald Traugutt, the last supreme commander of the insurgency, was captured by the tsarist police. On 2 March 1864, the Russian authority, compelled by the uprising to compete for the loyalty of Polish peasants, officially published an enfranchisement decree in Congress Poland along the lines of an earlier land reform proclamation of the insurgents. The act created the conditions necessary for the development of the capitalist system on central Polish lands. At the time when most Poles realized the futility of armed resistance without external support, the various sections of Polish society were undergoing deep and far-reaching evolution in the areas of social, economic and cultural development. Formation of modern Polish society under foreign rule (1864–1914) Repression and organic work The failure of the January Uprising in Poland caused a major psychological trauma and became a historic watershed; indeed, it sparked the development of modern Polish nationalism. The Poles, subjected within the territories under the Russian and Prussian administrations to still stricter controls and increased persecution, sought to preserve their identity in non-violent ways. After the uprising, Congress Poland was downgraded in official usage from the "Kingdom of Poland" to the "Vistula Land" and was more fully integrated into Russia proper, but not entirely obliterated. The Russian and German languages were imposed in all public communication, and the Catholic Church was not spared from severe repression. Public education was increasingly subjected to Russification and Germanisation measures. Illiteracy was reduced, most effectively in the Prussian partition, but education in the Polish language was preserved mostly through unofficial efforts. The Prussian government pursued German colonization, including the purchase of Polish-owned land. On the other hand, the region of Galicia (western Ukraine and southern Poland) experienced a gradual relaxation of authoritarian policies and even a Polish cultural revival. Economically and socially backward, it was under the milder rule of the Austro-Hungarian Monarchy and from 1867 was increasingly allowed limited autonomy. Stańczycy, a conservative Polish pro-Austrian faction led by great land owners, dominated the Galician government. The Polish Academy of Learning (an academy of sciences) was founded in Kraków in 1872. Social activities termed "organic work" consisted of self-help organizations that promoted economic advancement and work on improving the competitiveness of Polish-owned businesses, industrial, agricultural or other. New commercial methods of generating higher productivity were discussed and implemented through trade associations and special interest groups, while Polish banking and cooperative financial institutions made the necessary business loans available. The other major area of effort in organic work was educational and intellectual development of the common people. Many libraries and reading rooms were established in small towns and villages, and numerous printed periodicals manifested the growing interest in popular education. Scientific and educational societies were active in a number of cities. Such activities were most pronounced in the Prussian Partition. Positivism in Poland replaced Romanticism as the leading intellectual, social and literary trend. It reflected the ideals and values of the emerging urban bourgeoisie. Around 1890, the urban classes gradually abandoned the positivist ideas and came under the influence of modern pan-European nationalism. Economic development and social change Under the partitioning powers, economic diversification and progress, including large-scale industrialisation, were introduced in the traditionally agrarian Polish lands, but this development turned out to be very uneven. Advanced agriculture was practiced in the Prussian Partition, except for Upper Silesia, where the coal-mining industry created a large labor force. The densest network of railroads was built in German-ruled western Poland. In Russian Congress Poland, a striking growth of industry, railways and towns took place, all against the background of an extensive, but less productive agriculture. The industrial initiative, capital and know-how were provided largely by entrepreneurs who were not ethnic Poles. Warsaw (a metallurgical center) and Łódź (a textiles center) grew rapidly, as did the total proportion of urban population, making the region the most economically advanced in the Russian Empire (industrial production exceeded agricultural production there by 1909). The coming of the railways spurred some industrial growth even in the vast Russian Partition territories outside of Congress Poland. The Austrian Partition was rural and poor, except for the industrialized Cieszyn Silesia area. Galician economic expansion after 1890 included oil extraction and resulted in the growth of Lemberg (Lwów, Lviv) and Kraków. Economic and social changes involving land reform and industrialization, combined with the effects of foreign domination, altered the centuries-old social structure of Polish society. Among the newly emergent strata were wealthy industrialists and financiers, distinct from the traditional, but still critically important landed aristocracy. The intelligentsia, an educated, professional or business middle class, often originated from lower gentry, landless or alienated from their rural possessions, and from urban people. Many smaller agricultural enterprises based on serfdom did not survive the land reforms. The industrial proletariat, a new underprivileged class, was composed mainly of poor peasants or townspeople forced by deteriorating conditions to migrate and search for work in urban centers in their countries of origin or abroad. Millions of residents of the former Commonwealth of various ethnic groups worked or settled in Europe and in North and South America. Social and economic changes were partial and gradual. The degree of industrialisation, relatively fast-paced in some areas, lagged behind the advanced regions of Western Europe. The three partitions developed different economies and were more economically integrated with their mother states than with each other. In the Prussian Partition, for example, agricultural production depended heavily on the German market, whereas the industrial sector of Congress Poland relied more on the Russian market. Nationalism, socialism and other movements In the 1870s–1890s, large-scale socialist, nationalist, agrarian and other political movements of great ideological fervor became established in partitioned Poland and Lithuania, along with corresponding political parties to promote them. Of the major parties, the socialist First Proletariat was founded in 1882, the Polish League (precursor of National Democracy) in 1887, the Polish Social Democratic Party of Galicia and Silesia in 1890, the Polish Socialist Party in 1892, the Marxist Social Democracy of the Kingdom of Poland and Lithuania in 1893, the agrarian People's Party of Galicia in 1895 and the Jewish socialist Bund in 1897. Christian democracy regional associations allied with the Catholic Church were also active; they united into the Polish Christian Democratic Party in 1919. The main minority ethnic groups of the former Commonwealth, including Ukrainians, Lithuanians, Belarusians and Jews, were getting involved in their own national movements and plans, which met with disapproval on the part of those Polish independence activists who counted on an eventual rebirth of the Commonwealth or the rise of a Commonwealth-inspired federal structure (a political movement referred to as Prometheism). Around the start of the 20th century, the Young Poland cultural movement, centered in Austrian Galicia, took advantage of a milieu conducive to liberal expression in that region and was the source of Poland's finest artistic and literary productions. In this same era, Marie Skłodowska Curie, a pioneer radiation scientist, performed her groundbreaking research in Paris. The Revolution of 1905 The Revolution of 1905–1907 in Russian Poland, the result of many years of pent-up political frustrations and stifled national ambitions, was marked by political maneuvering, strikes and rebellion. The revolt was part of much broader disturbances throughout the Russian Empire associated with the general Revolution of 1905. In Poland, the principal revolutionary figures were Roman Dmowski and Józef Piłsudski. Dmowski was associated with the right-wing nationalist movement National Democracy, whereas Piłsudski was associated with the Polish Socialist Party. As the authorities re-established control within the Russian Empire, the revolt in Congress Poland, placed under martial law, withered as well, partially as a result of tsarist concessions in the areas of national and workers' rights, including Polish representation in the newly created Russian Duma. The collapse of the revolt in the Russian Partition, coupled with intensified Germanization in the Prussian Partition, left Austrian Galicia as the territory where Polish patriotic action was most likely to flourish. In the Austrian Partition, Polish culture was openly cultivated, and in the Prussian Partition, there were high levels of education and living standards, but the Russian Partition remained of primary importance for the Polish nation and its aspirations. About 15.5 million Polish-speakers lived in the territories most densely populated by Poles: the western part of the Russian Partition, the Prussian Partition and the western Austrian Partition. Ethnically Polish settlement spread over a large area further to the east, including its greatest concentration in the Vilnius Region, amounted to only over 20% of that number. Polish paramilitary organizations oriented toward independence, such as the Union of Active Struggle, were formed in 1908–1914, mainly in Galicia. The Poles were divided and their political parties fragmented on the eve of World War I, with Dmowski's National Democracy (pro-Entente) and Piłsudski's faction assuming opposing positions. World War I and the issue of Poland's independence The outbreak of World War I in the Polish lands offered Poles unexpected hopes for achieving independence as a result of the turbulence that engulfed the empires of the partitioning powers. All three of the monarchies that had benefited from the partition of Polish territories (Germany, Austria and Russia) were dissolved by the end of the war, and many of their territories were dispersed into new political units. At the start of the war, the Poles found themselves conscripted into the armies of the partitioning powers in a war that was not theirs. Furthermore, they were frequently forced to fight each other, since the armies of Germany and Austria were allied against Russia. Piłsudski's paramilitary units stationed in Galicia were turned into the Polish Legions in 1914 and as a part of the Austro-Hungarian Army fought on the Russian front until 1917, when the formation was disbanded. Piłsudski, who refused demands that his men fight under German command, was arrested and imprisoned by the Germans and became a heroic symbol of Polish nationalism. Due to a series of German victories on the Eastern Front, the area of Congress Poland became occupied by the Central Powers of Germany and Austria; Warsaw was captured by the Germans on 5 August 1915. In the Act of 5th November 1916, a fresh incarnation of the Kingdom of Poland (Królestwo Regencyjne) was proclaimed by Germany and Austria on formerly Russian-controlled territories, within the German Mitteleuropa scheme. The sponsor states were never able to agree on a candidate to assume the throne, however; rather, it was governed in turn by German and Austrian governor-generals, a Provisional Council of State, and a Regency Council. This increasingly autonomous puppet state existed until November 1918, when it was replaced by the newly established Republic of Poland. The existence of this "kingdom" and its planned Polish army had a positive effect on the Polish national efforts on the Allied side, but in the Treaty of Brest-Litovsk of March 1918 the victorious in the east Germany imposed harsh conditions on defeated Russia and ignored Polish interests. Toward the end of the war, the German authorities engaged in massive, purposeful devastation of industrial and other economic potential of Polish lands in order to impoverish the country, a likely future competitor of Germany. The independence of Poland had been campaigned for in Russia and in the West by Dmowski and in the West by Ignacy Jan Paderewski. Tsar Nicholas II of Russia, and then the leaders of the February Revolution and the October Revolution of 1917, installed governments who declared in turn their support for Polish independence. In 1917, France formed the Blue Army (placed under Józef Haller) that comprised about 70,000 Poles by the end of the war, including men captured from German and Austrian units and 20,000 volunteers from the United States. There was also a 30,000-men strong Polish anti-German army in Russia. Dmowski, operating from Paris as head of the Polish National Committee (KNP), became the spokesman for Polish nationalism in the Allied camp. On the initiative of Woodrow Wilson's Fourteen Points, Polish independence was officially endorsed by the Allies in June 1918. In all, about two million Poles served in the war, counting both sides, and about 400–450,000 died. Much of the fighting on the Eastern Front took place in Poland, and civilian casualties and devastation were high. The final push for independence of Poland took place on the ground in October–November 1918. Near the end of the war, Austro-Hungarian and German units were being disarmed, and the Austrian army's collapse freed Cieszyn and Kraków at the end of October. Lviv was then contested in the Polish–Ukrainian War of 1918–1919. Ignacy Daszyński headed the first short-lived independent Polish government in Lublin from 7 November, the leftist Provisional People's Government of the Republic of Poland, proclaimed as a democracy. Germany, now defeated, was forced by the Allies to stand down its large military forces in Poland. Overtaken by the German Revolution of 1918–1919 at home, the Germans released Piłsudski from prison. He arrived in Warsaw on 10 November and was granted extensive authority by the Regency Council; Piłsudski's authority was also recognized by the Lublin government. On 22 November, he became the temporary head of state. Piłsudski was held by many in high regard, but was resented by the right-wing National Democrats. The emerging Polish state was internally divided, heavily war-damaged and economically dysfunctional. Second Polish Republic (1918–1939) Securing national borders, war with Soviet Russia After more than a century of foreign rule, Poland regained its independence at the end of World War I as one of the outcomes of the negotiations that took place at the Paris Peace Conference of 1919. The Treaty of Versailles that emerged from the conference set up an independent Polish nation with an outlet to the sea, but left some of its boundaries to be decided by plebiscites. The largely German-inhabited Free City of Danzig was granted a separate status that guaranteed its use as a port by Poland. In the end, the settlement of the German-Polish border turned out to be a prolonged and convoluted process. The dispute helped engender the Greater Poland Uprising of 1918–1919, the three Silesian uprisings of 1919–1921, the East Prussian plebiscite of 1920, the Upper Silesia plebiscite of 1921 and the 1922 Silesian Convention in Geneva. Other boundaries were settled by war and subsequent treaties. A total of six border wars were fought in 1918–1921, including the Polish–Czechoslovak border conflicts over Cieszyn Silesia in January 1919. As distressing as these border conflicts were, the Polish–Soviet War of 1919–1921 was the most important series of military actions of the era. Piłsudski had entertained far-reaching anti-Russian cooperative designs in Eastern Europe, and in 1919 the Polish forces pushed eastward into Lithuania, Belarus and Ukraine by taking advantage of the Russian preoccupation with a civil war, but they were soon confronted with the Soviet westward offensive of 1918–1919. Western Ukraine was already a theater of the Polish–Ukrainian War, which eliminated the proclaimed West Ukrainian People's Republic in July 1919. In the autumn of 1919, Piłsudski rejected urgent pleas from the former Entente powers to support Anton Denikin's White movement in its advance on Moscow. The Polish–Soviet War proper began with the Polish Kiev Offensive in April 1920. Allied with the Directorate of Ukraine of the Ukrainian People's Republic, the Polish armies had advanced past Vilnius, Minsk and Kiev by June. At that time, a massive Soviet counter-offensive pushed the Poles out of most of Ukraine. On the northern front, the Soviet army reached the outskirts of Warsaw in early August. A Soviet triumph and the quick end of Poland seemed inevitable. However, the Poles scored a stunning victory at the Battle of Warsaw (1920). Afterwards, more Polish military successes followed, and the Soviets had to pull back. They left swathes of territory populated largely by Belarusians or Ukrainians to Polish rule. The new eastern boundary was finalized by the Peace of Riga in March 1921. The defeat of the Russian armies forced Vladimir Lenin and the Soviet leadership to postpone their strategic objective of linking up with the German and other European revolutionary leftist collaborators to spread communist revolution. Lenin also hoped for generating support for the Red Army in Poland, which failed to materialize. Piłsudski's seizure of Vilnius in October 1920 (known as Żeligowski's Mutiny) was a nail in the coffin of the already poor Lithuania–Poland relations that had been strained by the Polish–Lithuanian War of 1919–1920; both states would remain hostile to one another for the remainder of the interwar period. Piłsudski's concept of Intermarium (an East European federation of states inspired by the tradition of the multiethnic Polish–Lithuanian Commonwealth that would include a hypothetical multinational successor state to the Grand Duchy of Lithuania) had the fatal flaw of being incompatible with his assumption of Polish domination, which would amount to an encroachment on the neighboring peoples' lands and aspirations. At the time of rising national movements, the plan thus ceased being a feature of Poland's politics. A larger federated structure was also opposed by Dmowski's National Democrats. Their representative at the Peace of Riga talks, Stanisław Grabski, opted for leaving Minsk, Berdychiv, Kamianets-Podilskyi and the surrounding areas on the Soviet side of the border. The National Democrats did not want to assume the lands they considered politically undesirable, as such territorial enlargement would result in a reduced proportion of citizens who were ethnically Polish. The Peace of Riga settled the eastern border by preserving for Poland a substantial portion of the old Commonwealth's eastern territories at the cost of partitioning the lands of the former Grand Duchy of Lithuania (Lithuania and Belarus) and Ukraine. The Ukrainians ended up with no state of their own and felt betrayed by the Riga arrangements; their resentment gave rise to extreme nationalism and anti-Polish hostility. The Kresy (or borderland) territories in the east won by 1921 would form the basis for a swap arranged and carried out by the Soviets in 1943–1945, who at that time compensated the re-emerging Polish state for the eastern lands lost to the Soviet Union with conquered areas of eastern Germany. The successful outcome of the Polish–Soviet War gave Poland a false sense of its prowess as a self-sufficient military power and encouraged the government to try to resolve international problems through imposed unilateral solutions. The territorial and ethnic policies of the interwar period contributed to bad relations with most of Poland's neighbors and uneasy cooperation with more distant centers of power, especially France and Great Britain. Democratic politics (1918–1926) Among the chief difficulties faced by the government of the new Polish republic was the lack of an integrated infrastructure among the formerly separate partitions, a deficiency that disrupted industry, transportation, trade, and other areas. The first Polish legislative election for the re-established Sejm (national parliament) took place in January 1919. A temporary Small Constitution was passed by the body the following month. The rapidly growing population of Poland within its new boundaries was three-fourths agricultural and one-fourth urban; Polish was the primary language of only two thirds of the inhabitants of the new country. The minorities had very little voice in the government. The permanent March Constitution of Poland was adopted in March 1921. At the insistence of the National Democrats, who were concerned about how aggressively Józef Piłsudski might exercise presidential powers if he were elected to office, the constitution mandated limited prerogatives for the presidency. The proclamation of the March Constitution was followed by a short and turbulent period of constitutional order and parliamentary democracy that lasted until 1926. The legislature remained fragmented, without stable majorities, and governments changed frequently. The open-minded Gabriel Narutowicz was elected president constitutionally (without a popular vote) by the National Assembly in 1922. However, members of the nationalist right-wing faction did not regard his elevation as legitimate. They viewed Narutowicz rather as a traitor whose election was pushed through by the votes of alien minorities. Narutowicz and his supporters were subjected to an intense harassment campaign, and the president was assassinated on 16 December 1922, after serving only five days in office. Land reform measures were passed in 1919 and 1925 under pressure from an impoverished peasantry. They were partially implemented, but resulted in the parcellation of only 20% of the great agricultural estates. Poland endured numerous economic calamities and disruptions in the early 1920s, including waves of workers' strikes such as the 1923 Kraków riot. The German–Polish customs war, initiated by Germany in 1925, was one of the most damaging external factors that put a strain on Poland's economy. On the other hand, there were also signs of progress and stabilization, for example a critical reform of finances carried out by the competent government of Władysław Grabski, which lasted almost two years. Certain other achievements of the democratic period having to do with the management of governmental and civic institutions necessary to the functioning of the reunited state and nation were too easily overlooked. Lurking on the sidelines was a disgusted army officer corps unwilling to subject itself to civilian control, but ready to follow the retired Piłsudski, who was highly popular with Poles and just as dissatisfied with the Polish system of government as his former colleagues in the military. Piłsudski's coup and the Sanation Era (1926–1935) On 12 May 1926, Piłsudski staged the May Coup, a military overthrow of the civilian government mounted against President Stanisław Wojciechowski and the troops loyal to the legitimate government. Hundreds died in fratricidal fighting. Piłsudski was supported by several leftist factions who ensured the success of his coup by blocking the railway transportation of government forces. He also had the support of the conservative great landowners, a move that left the right-wing National Democrats as the only major social force opposed to the takeover. Following the coup, the new regime initially respected many parliamentary formalities, but gradually tightened its control and abandoned pretenses. The Centrolew, a coalition of center-left parties, was formed in 1929, and in 1930 called for the "abolition of dictatorship". In 1930, the Sejm was dissolved and a number of opposition deputies were imprisoned at the Brest Fortress. Five thousand political opponents were arrested ahead of the Polish legislative election of 1930, which was rigged to award a majority of seats to the pro-regime Nonpartisan Bloc for Cooperation with the Government (BBWR). The authoritarian Sanation regime ("sanation" meant to denote "healing") that Piłsudski led until his death in 1935 (and would remain in place until 1939) reflected the dictator's evolution from his center-left past to conservative alliances. Political institutions and parties were allowed to function, but the electoral process was manipulated and those not willing to cooperate submissively were subjected to repression. From 1930, persistent opponents of the regime, many of the leftist persuasion, were imprisoned and subjected to staged legal processes with harsh sentences, such as the Brest trials, or else detained in the Bereza Kartuska prison and similar camps for political prisoners. About three thousand were detained without trial at different times at the Bereza internment camp between 1934 and 1939. In 1936 for example, 369 activists were taken there, including 342 Polish communists. Rebellious peasants staged riots in 1932, 1933 and the 1937 peasant strike in Poland. Other civil disturbances were caused by striking industrial workers (e.g. events of the "Bloody Spring" of 1936), nationalist Ukrainians and the activists of the incipient Belarusian movement. All became targets of ruthless police-military pacification. Besides sponsoring political repression, the regime fostered Józef Piłsudski's cult of personality that had already existed long before he assumed dictatorial powers. Piłsudski signed the Soviet–Polish Non-Aggression Pact in 1932 and the German–Polish declaration of non-aggression in 1934, but in 1933 he insisted that there was no threat from the East or West and said that Poland's politics were focused on becoming fully independent without serving foreign interests. He initiated the policy of maintaining an equal distance and an adjustable middle course regarding the two great neighbors, later continued by Józef Beck. Piłsudski kept personal control of the army, but it was poorly equipped, poorly trained and had poor preparations in place for possible future conflicts. His only war plan was a defensive war against a Soviet invasion. The slow modernization after Piłsudski's death fell far behind the progress made by Poland's neighbors and measures to protect the western border, discontinued by Piłsudski from 1926, were not undertaken until March 1939. Sanation deputies in the Sejm used a parliamentary maneuver to abolish the democratic March Constitution and push through a more authoritarian April Constitution in 1935; it reduced the powers of the Sejm, which Piłsudski despised. The process and the resulting document were seen as illegitimate by the anti-Sanation opposition, but during World War II, the Polish government-in-exile recognized the April Constitution in order to uphold the legal continuity of the Polish state. Between 1932 and 1933 Piłsudski and Beck initiated several incidents along the borders with Germany and Danzig, both to test whether Western powers would protect the Versailles arrangements (on which Polish security depended), and as preparation for a preventative war against Germany. At the same time they sent emissaries to London and Paris, looking for their support in stopping Germany's rearmament effort. An invasion to Danzig by Poland was scheduled for April 21, 1933, but the amassing of troops was discovered and the invasion was postponed. At the time an invasion by Poland would have posed a serious military threat to Germany, but with the British rejecting the idea (in favor of the Four-Power Pact), and with wavering support from the French, the Poles had eventually reneged on the idea of invasion. Between 1933 and 1934 Germany would increase its armament expenditures by 68%, and by January 1934 the two powers would sign a ten-year non-aggression pact. When Marshal Piłsudski died in 1935, he retained the support of dominant sections of Polish society even though he never risked testing his popularity in an honest election. His regime was dictatorial, but at that time only Czechoslovakia remained democratic in all of the regions neighboring Poland. Historians have taken widely divergent views of the meaning and consequences of the coup Piłsudski perpetrated and his personal rule that followed. Social and economic trends of the interwar period Independence stimulated the development of Polish culture in the Interbellum and intellectual achievement was high. Warsaw, whose population almost doubled between World War I and World War II, was a restless, burgeoning metropolis. It outpaced Kraków, Lwów and Wilno, the other major population centers of the country. Mainstream Polish society was not affected by the repressions of the Sanation authorities overall; many Poles enjoyed relative stability, and the economy improved markedly between 1926 and 1929, only to become caught up in the global Great Depression. After 1929, the country's industrial production and gross national income slumped by about 50%. The Great Depression brought low prices for farmers and unemployment for workers. Social tensions increased, including rising antisemitism. A major economic transformation and multi-year state plan to achieve national industrial development, as embodied in the Central Industrial Region initiative launched in 1936, was led by Minister Eugeniusz Kwiatkowski. Motivated primarily by the need for a native arms industry, the initiative was in progress at the time of the outbreak of World War II. Kwiatkowski was also the main architect of the earlier Gdynia seaport project. The prevalent in political circles nationalism was fueled by the large size of Poland's minority populations and their separate agendas. According to the language criterion of the Polish census of 1931, the Poles constituted 69% of the population, Ukrainians 15%, Jews (defined as speakers of the Yiddish language) 8.5%, Belarusians 4.7%, Germans 2.2%, Lithuanians 0.25%, Russians 0.25% and Czechs 0.09%, with some geographical areas dominated by a particular minority. In time, the ethnic conflicts intensified, and the Polish state grew less tolerant of the interests of its national minorities. In interwar Poland, compulsory free general education substantially reduced illiteracy rates, but discrimination was practiced in a way that resulted in a dramatic decrease in the number of Ukrainian language schools and official restrictions on Jewish attendance at selected schools in the late 1930s. The population grew steadily, reaching 35 million in 1939. However, the overall economic situation in the interwar period was one of stagnation. There was little money for investment inside Poland, and few foreigners were interested in investing there. Total industrial production barely increased between 1913 and 1939 (within the area delimited by the 1939 borders), but because of population growth (from 26.3 million in 1919 to 34.8 million in 1939), the per capita output actually decreased by 18%. Conditions in the predominant agricultural sector kept deteriorating between 1929 and 1939, which resulted in rural unrest and a progressive radicalization of the Polish peasant movement that became increasingly inclined toward militant anti-state activities. It was firmly repressed by the authorities. According to Norman Davies, the failures of the Sanation regime (combined with the objective economic realities) caused a radicalization of the Polish masses by the end of the 1930s, but he warns against drawing parallels with the incomparably more repressive regimes of Nazi Germany or the Stalinist Soviet Union. Final Sanation years (1935–1939) After Piłsudski's death in 1935, Poland was governed until (and initially during) the German invasion of 1939 by old allies and subordinates known as "Piłsudski's colonels". They had neither the vision nor the resources to cope with the perilous situation facing Poland in the late 1930s. The colonels had gradually assumed greater powers during Piłsudski's life by manipulating the ailing marshal behind the scenes. Eventually they achieved an overt politicization of the army that did nothing to help prepare the country for war. Foreign policy was the responsibility of Józef Beck, under whom Polish diplomacy attempted balanced approaches toward Germany and the Soviet Union, unfortunately without success, on the basis of a flawed understanding of the European geopolitics of his day. Beck had numerous foreign policy schemes and harbored illusions of Poland's status as a great power. He alienated most of Poland's neighbors, but is not blamed by historians for the ultimate failure of relations with Germany. The principal events of his tenure were concentrated in its last two years. In the case of the 1938 Polish ultimatum to Lithuania, the Polish action nearly resulted in a German takeover of southwest Lithuania, the Klaipėda Region (Memel Territory), which had a largely German population. Also in 1938, the Polish government opportunistically undertook a hostile action against the Czechoslovak state as weakened by the Munich Agreement and annexed a small piece of territory on its borders. In this case, Beck's understanding of the consequences of the Polish military move turned out to be completely mistaken, because in the end the German occupation of Czechoslovakia markedly weakened Poland's own position. Furthermore, Beck erroneously believed that Nazi-Soviet ideological contradictions would preclude their cooperation. At home, increasingly alienated and suppressed minorities threatened unrest and violence. Extreme nationalist circles such as the National Radical Camp grew more outspoken. One of the groups, the Camp of National Unity, combined many nationalists with Sanation supporters and was connected to the new strongman, Marshal Edward Rydz-Śmigły, whose faction of the Sanation ruling movement was increasingly nationalistic. In the late 1930s, the exile bloc Front Morges united several major Polish anti-Sanation figures, including Ignacy Paderewski, Władysław Sikorski, Wincenty Witos, Wojciech Korfanty and Józef Haller. It gained little influence inside Poland, but its spirit soon reappeared during World War II, within the Polish government-in-exile. In October 1938, Joachim von Ribbentrop first proposed German-Polish territorial adjustments and Poland's participation in the Anti-Comintern Pact against the Soviet Union. The status of the Free City of Danzig was one of the key bones of contention. Approached by Ribbentrop again in March 1939, the Polish government expressed willingness to address issues causing German concern, but effectively rejected Germany's stated demands and thus refused to allow Poland to be turned by Adolf Hitler into a German puppet state. Hitler, incensed by the British and French declarations of support for Poland, abrogated the German–Polish declaration of non-aggression in late April 1939. To protect itself from an increasingly aggressive Nazi Germany, already responsible for the annexations of Austria (in the Anschluss of 1938), Czechoslovakia (in 1939) and a part of Lithuania after the 1939 German ultimatum to Lithuania, Poland entered into a military alliance with Britain and France (the 1939 Anglo-Polish military alliance and the Franco-Polish alliance (1921), as updated in 1939). However, the two Western powers were defense-oriented and not in a strong position, either geographically or in terms of resources, to assist Poland. Attempts were therefore made by them to induce Soviet-Polish cooperation, which they viewed as the only militarily viable arrangement. Diplomatic manoeuvers continued in the spring and summer of 1939, but in their final attempts, the Franco-British talks with the Soviets in Moscow on forming an anti-Nazi defensive military alliance failed. Warsaw's refusal to allow the Red Army to operate on Polish territory doomed the Western efforts. The final contentious Allied-Soviet exchanges took place on 21 and 23 August 1939. The regime of Joseph Stalin was the target of an intense German counter-initiative and was concurrently involved in increasingly effective negotiations with Hitler's agents. On 23 August, an outcome contrary to the exertions of the Allies became a reality: in Moscow, Germany and the Soviet Union hurriedly signed the Molotov–Ribbentrop Pact, which secretly provided for the dismemberment of Poland into Nazi- and Soviet-controlled zones. World War II Invasions and resistance On 1 September 1939, Hitler ordered an invasion of Poland, the opening event of World War II. Poland had signed an Anglo-Polish military alliance as recently as the 25th of August, and had long been in alliance with France. The two Western powers soon declared war on Germany, but they remained largely inactive (the period early in the conflict became known as the Phoney War) and extended no aid to the attacked country. The technically and numerically superior Wehrmacht formations rapidly advanced eastwards and engaged massively in the murder of Polish civilians over the entire occupied territory. On 17 September, a Soviet invasion of Poland began. The Soviet Union quickly occupied most of the areas of eastern Poland that were inhabited by a significant Ukrainian and Belarusian minority. The two invading powers divided up the country as they had agreed in the secret provisions of the Molotov–Ribbentrop Pact. Poland's top government officials and military high command fled the war zone and arrived at the Romanian Bridgehead in mid-September. After the Soviet entry they sought refuge in Romania. Among the military operations in which Poles held out the longest (until late September or early October) were the Siege of Warsaw, the Battle of Hel and the resistance of the Independent Operational Group Polesie. Warsaw fell on 27 September after a heavy German bombardment that killed tens of thousands civilians and soldiers. Poland was ultimately partitioned between Germany and the Soviet Union according to the terms of the German–Soviet Frontier Treaty signed by the two powers in Moscow on 29 September. Gerhard Weinberg has argued that the most significant Polish contribution to World War II was sharing its code-breaking results. This allowed the British to perform the cryptanalysis of the Enigma and decipher the main German military code, which gave the Allies a major advantage in the conflict. As regards actual military campaigns, some Polish historians have argued that simply resisting the initial invasion of Poland was the country's greatest contribution to the victory over Nazi Germany, despite its defeat. The Polish Army of nearly one million men significantly delayed the start of the Battle of France, planned by the Germans for 1939. When the Nazi offensive in the West did happen, the delay caused it to be less effective, a possibly crucial factor in the victory of the Battle of Britain. After Germany invaded the Soviet Union as part of its Operation Barbarossa in June 1941, the whole of pre-war Poland was overrun and occupied by German troops. German-occupied Poland was divided from 1939 into two regions: Polish areas annexed by Nazi Germany directly into the German Reich and areas ruled under a so-called General Government of occupation. The Poles formed an underground resistance movement and a Polish government-in-exile that operated first in Paris, then, from July 1940, in London. Polish-Soviet diplomatic relations, broken since September 1939, were resumed in July 1941 under the Sikorski–Mayski agreement, which facilitated the formation of a Polish army (the Anders' Army) in the Soviet Union. In November 1941, Prime Minister Sikorski flew to the Soviet Union to negotiate with Stalin on its role on the Soviet-German front, but the British wanted the Polish soldiers in the Middle East. Stalin agreed, and the army was evacuated there. The organizations forming the Polish Underground State that functioned in Poland throughout the war were loyal to and formally under the Polish government-in-exile, acting through its Government Delegation for Poland. During World War II, hundreds of thousands of Poles joined the underground Polish Home Army (Armia Krajowa), a part of the Polish Armed Forces of the government-in-exile. About 200,000 Poles fought on the Western Front in the Polish Armed Forces in the West loyal to the government-in-exile, and about 300,000 in the Polish Armed Forces in the East under the Soviet command on the Eastern Front. The pro-Soviet resistance movement in Poland, led by the Polish Workers' Party, was active from 1941. It was opposed by the gradually forming extreme nationalistic National Armed Forces. Beginning in late 1939, hundreds of thousands of Poles from the Soviet-occupied areas were deported and taken east. Of the upper-ranking military personnel and others deemed uncooperative or potentially harmful by the Soviets, about 22,000 were secretly executed by them at the Katyn massacre. In April 1943, the Soviet Union broke off deteriorating relations with the Polish government-in-exile after the German military announced the discovery of mass graves containing murdered Polish army officers. The Soviets claimed that the Poles committed a hostile act by requesting that the Red Cross investigate these reports. From 1941, the implementation of the Nazi Final Solution began, and the Holocaust in Poland proceeded with force. Warsaw was the scene of the Warsaw Ghetto Uprising in April–May 1943, triggered by the liquidation of the Warsaw Ghetto by German SS units. The elimination of Jewish ghettos in German-occupied Poland took place in many cities. As the Jewish people were being removed to be exterminated, uprisings were waged against impossible odds by the Jewish Combat Organization and other desperate Jewish insurgents. Soviet advance 1944–1945, Warsaw Uprising At a time of increasing cooperation between the Western Allies and the Soviet Union in the wake of the Nazi invasion of 1941, the influence of the Polish government-in-exile was seriously diminished by the death of Prime Minister Władysław Sikorski, its most capable leader, in a plane crash on 4 July 1943. Around that time, Polish-communist civilian and military organizations opposed to the government, led by Wanda Wasilewska and supported by Stalin, were formed in the Soviet Union. In July 1944, the Soviet Red Army and Soviet-controlled Polish People's Army entered the territory of future postwar Poland. In protracted fighting in 1944 and 1945, the Soviets and their Polish allies defeated and expelled the German army from Poland at a cost of over 600,000 Soviet soldiers lost. The greatest single undertaking of the Polish resistance movement in World War II and a major political event was the Warsaw Uprising that began on 1 August 1944. The uprising, in which most of the city's population participated, was instigated by the underground Home Army and approved by the Polish government-in-exile in an attempt to establish a non-communist Polish administration ahead of the arrival of the Red Army. The uprising was originally planned as a short-lived armed demonstration in expectation that the Soviet forces approaching Warsaw would assist in any battle to take the city. The Soviets had never agreed to an intervention, however, and they halted their advance at the Vistula River. The Germans used the opportunity to carry out a brutal suppression of the forces of the pro-Western Polish underground. The bitterly fought uprising lasted for two months and resulted in the death or expulsion from the city of hundreds of thousands of civilians. After the defeated Poles surrendered on 2 October, the Germans carried out a planned destruction of Warsaw on Hitler's orders that obliterated the remaining infrastructure of the city. The Polish First Army, fighting alongside the Soviet Red Army, entered a devastated Warsaw on 17 January 1945. Allied conferences, Polish governments From the time of the Tehran Conference in late 1943, there was broad agreement among the three Great Powers (the United States, the United Kingdom, and the Soviet Union) that the locations of the borders between Germany and Poland and between Poland and the Soviet Union would be fundamentally changed after the conclusion of World War II. Stalin's view that Poland should be moved far to the west was accepted by Polish communists, whose organizations included the Polish Workers' Party and the Union of Polish Patriots. The communist-led State National Council, a quasi-parliamentary body, was in existence in Warsaw from the beginning of 1944. In July 1944, a communist-controlled Polish Committee of National Liberation was established in Lublin, to nominally govern the areas liberated from German control. The move prompted protests from Prime Minister Stanisław Mikołajczyk and his Polish government-in-exile. By the time of the Yalta Conference in February 1945, the communists had already established a Provisional Government of the Republic of Poland. The Soviet position at the conference was strong because of their decisive contribution to the war effort and as a result of their occupation of immense amounts of land in central and eastern Europe. The Great Powers gave assurances that the communist provisional government would be converted into an entity that would include democratic forces from within the country and active abroad, but the London-based government-in-exile was not mentioned. A Provisional Government of National Unity and subsequent democratic elections were the agreed stated goals. The disappointing results of these plans and the failure of the Western powers to ensure a strong participation of non-communists in the immediate post-war Polish government were seen by many Poles as a manifestation of Western betrayal. War losses, extermination of Jews and Poles A lack of accurate data makes it difficult to document numerically the extent of the human losses suffered by Polish citizens during World War II. Additionally, many assertions made in the past must be considered suspect due to flawed methodology and a desire to promote certain political agendas. The last available enumeration of ethnic Poles and the large ethnic minorities is the Polish census of 1931. Exact population figures for 1939 are therefore not known. According to the United States Holocaust Memorial Museum, at least 3 million Polish Jews and at least 1.9 million non-Jewish Polish civilians were killed. According to the historians Brzoza and Sowa, about 2 million ethnic Poles were killed, but it is not known, even approximately, how many Polish citizens of other ethnicities perished, including Ukrainians, Belarusians, and Germans. Millions of Polish citizens were deported to Germany for forced labor or to German extermination camps such as Treblinka, Auschwitz and Sobibór. Nazi Germany intended to exterminate the Jews completely, in actions that have come to be described collectively as the Holocaust. The Poles were to be expelled from areas controlled by Nazi Germany through a process of resettlement that started in 1939. Such Nazi operations matured into a plan known as the Generalplan Ost that amounted to displacement, enslavement and partial extermination of the Slavic people and was expected to be completed within 15 years. The majority of Poles remained indifferent to the Jewish plight, and neither assisted nor persecuted Jews. Of those who have helped rescue, shelter and protect Jews from the Nazi atrocity, Yad Vashem and the State of Israel have recognized 6,992 individuals as Righteous Among the Nations. In an attempt to incapacitate Polish society, the Nazis and the Soviets executed tens of thousands of members of the intelligentsia and community leadership during events such as the German AB-Aktion in Poland, Operation Tannenberg and the Katyn massacre. Over 95% of the Jewish losses and 90% of the ethnic Polish losses were caused directly by Nazi Germany, whereas 5% of the ethnic Polish losses were caused by the Soviets and 5% by Ukrainian nationalists. The large-scale Jewish presence in Poland that had endured for centuries was rather quickly put to an end by the policies of extermination implemented by the Nazis during the war. Waves of displacement and emigration that took place both during and after the war removed from Poland a majority of the Jews who survived. Further significant Jewish emigration followed events such as the Polish October political thaw of 1956 and the 1968 Polish political crisis. In 1940–1941, some 325,000 Polish citizens were deported by the Soviet regime. The number of Polish citizens who died at the hands of the Soviets is estimated at less than 100,000. In 1943–1944, Ukrainian nationalists associated with the Organization of Ukrainian Nationalists (OUN) and the Ukrainian Insurgent Army perpetrated the Massacres of Poles in Volhynia and Eastern Galicia. Estimates of the number of Polish civilian victims vary greatly, from tens to hundreds of thousands. Approximately 90% of Poland's war casualties were the victims of prisons, death camps, raids, executions, the annihilation of ghettos, epidemics, starvation, excessive work and ill treatment. The war left one million children orphaned and 590,000 persons disabled. The country lost 38% of its national assets (whereas Britain lost only 0.8%, and France only 1.5%). Nearly half of pre-war Poland was expropriated by the Soviet Union, including the two great cultural centers of Lwów and Wilno. The policies of Nazi Germany have been judged after the war by the International Military Tribunal at the Nuremberg trials and Polish genocide trials to be aimed at extermination of Jews, Poles and Roma, and to have "all the characteristics of genocide in the biological meaning of this term". Changing boundaries and population transfers By the terms of the 1945 Potsdam Agreement signed by the three victorious Great Powers, the Soviet Union retained most of the territories captured as a result of the Molotov–Ribbentrop Pact of 1939, including western Ukraine and western Belarus, and gained others. Lithuania and the Königsberg area of East Prussia were officially incorporated into the Soviet Union, in the case of the former without the recognition of the Western powers. Poland was compensated with the bulk of Silesia, including Breslau (Wrocław) and Grünberg (Zielona Góra), the bulk of Pomerania, including Stettin (Szczecin), and the greater southern portion of the former East Prussia, along with Danzig (Gdańsk), pending a final peace conference with Germany which eventually never took place. Collectively referred to by the Polish authorities as the "Recovered Territories", they were included in the reconstituted Polish state. With Germany's defeat Poland was thus shifted west in relation to its prewar location, to the area between the Oder–Neisse and Curzon lines, which resulted in a country more compact and with much broader access to the sea. The Poles lost 70% of their pre-war oil capacity to the Soviets, but gained from the Germans a highly developed industrial base and infrastructure that made a diversified industrial economy possible for the first time in Polish history. The flight and expulsion of Germans from what was eastern Germany prior to the war began before and during the Soviet conquest of those regions from the Nazis, and the process continued in the years immediately after the war. 8,030,000 Germans were evacuated, expelled, or migrated by 1950. Early expulsions in Poland were undertaken by the Polish communist authorities even before the Potsdam Conference (the "wild expulsions" from June to mid July 1945, when the Polish military and militia expelled nearly all people from the districts immediately east of the Oder–Neisse line), to ensure the establishment of ethnically homogeneous Poland. About 1% (100,000) of the German civilian population east of the Oder–Neisse line perished in the fighting prior to the surrender in May 1945, and afterwards some 200,000 Germans in Poland were employed as forced labor prior to being expelled. Many Germans died in labor camps such as the Zgoda labour camp and the Potulice camp. Of those Germans who remained within the new borders of Poland, many later chose to emigrate to post-war Germany. On the other hand, 1.5–2 million ethnic Poles moved or were expelled from the previously Polish areas annexed by the Soviet Union. The vast majority were resettled in the former German territories. At least one million Poles remained in what had become the Soviet Union, and at least half a million ended up in the West or elsewhere outside of Poland. However, contrary to the official declaration that the former German inhabitants of the Recovered Territories had to be removed quickly to house Poles displaced by the Soviet annexation, the Recovered Territories initially faced a severe population shortage. Many exiled Poles could not return to the country for which they had fought because they belonged to political groups incompatible with the new communist regimes, or because they originated from areas of pre-war eastern Poland that were incorporated into the Soviet Union (see Polish population transfers (1944–1946)). Some were deterred from returning simply on the strength of warnings that anyone who had served in military units in the West would be endangered. Many Poles were pursued, arrested, tortured and imprisoned by the Soviet authorities for belonging to the Home Army or other formations (see Anti-communist resistance in Poland (1944–1946)), or were persecuted because they had fought on the Western front. Territories on both sides of the new Polish-Ukrainian border were also "ethnically cleansed". Of the Ukrainians and Lemkos living in Poland within the new borders (about 700,000), close to 95% were forcibly moved to the Soviet Ukraine, or (in 1947) to the new territories in northern and western Poland under Operation Vistula. In Volhynia, 98% of the Polish pre-war population was either killed or expelled; in Eastern Galicia, the Polish population was reduced by 92%. According to Timothy D. Snyder, about 70,000 Poles and about 20,000 Ukrainians were killed in the ethnic violence that occurred in the 1940s, both during and after the war. According to an estimate by historian Jan Grabowski, about 50,000 of the 250,000 Polish Jews who escaped the Nazis during the liquidation of ghettos survived without leaving Poland (the remainder perished). More were repatriated from the Soviet Union and elsewhere, and the February 1946 population census showed about 300,000 Jews within Poland's new borders. Of the surviving Jews, many chose to emigrate or felt compelled to because of the anti-Jewish violence in Poland. Because of changing borders and the mass movements of people of various nationalities, the emerging communist Poland ended up with a mainly homogeneous, ethnically Polish population (97.6% according to the December 1950 census). The remaining members of ethnic minorities were not encouraged, by the authorities or by their neighbors, to emphasize their ethnic identities. Polish People's Republic (1945–1989) Post-war struggle for power In response to the February 1945 Yalta Conference directives, a Polish Provisional Government of National Unity was formed in June 1945 under Soviet auspices; it was soon recognized by the United States and many other countries. The Soviet domination was apparent from the beginning, as prominent leaders of the Polish Underground State were brought to trial in Moscow (the "Trial of the Sixteen" of June 1945). In the immediate post-war years, the emerging communist rule was challenged by opposition groups, including militarily by the so-called "cursed soldiers", of whom thousands perished in armed confrontations or were pursued by the Ministry of Public Security and executed. Such guerillas often pinned their hopes on expectations of an imminent outbreak of World War III and defeat of the Soviet Union. The Polish right-wing insurgency faded after the amnesty of February 1947. The Polish people's referendum of June 1946 was arranged by the communist Polish Workers' Party to legitimize its dominance in Polish politics and claim widespread support for the party's policies. Although the Yalta agreement called for free elections, the Polish legislative election of January 1947 was controlled by the communists. Some democratic and pro-Western elements, led by Stanisław Mikołajczyk, former prime minister-in-exile, participated in the Provisional Government and the 1947 elections, but were ultimately eliminated through electoral fraud, intimidation and violence. In times of severe political confrontation and radical economic change, members of Mikołajczyk's agrarian movement (the Polish People's Party) attempted to preserve the existing aspects of mixed economy and protect property and other rights. However, after the 1947 elections, the Government of National Unity ceased to exist and the communists moved towards abolishing the post-war partially pluralistic "people's democracy" and replacing it with a state socialist system. The communist-dominated front Democratic Bloc of the 1947 elections, turned into the Front of National Unity in 1952, became officially the source of governmental authority. The Polish government-in-exile, lacking international recognition, remained in continuous existence until 1990. Under Stalinism (1948–1955) The Polish People's Republic (Polska Rzeczpospolita Ludowa) was established under the rule of the communist Polish United Workers' Party (PZPR). The name change from the Polish Republic was not officially adopted, however, until the proclamation of the Constitution of the Polish People's Republic in 1952. The ruling PZPR was formed by the forced amalgamation in December 1948 of the communist Polish Workers' Party (PPR) and the historically non-communist Polish Socialist Party (PPS). The PPR chief had been its wartime leader Władysław Gomułka, who in 1947 declared a "Polish road to socialism" as intended to curb, rather than eradicate, capitalist elements. In 1948 he was overruled, removed and imprisoned by Stalinist authorities. The PPS, re-established in 1944 by its left wing, had since been allied with the communists. The ruling communists, who in post-war Poland preferred to use the term "socialism" instead of "communism" to identify their ideological basis, needed to include the socialist junior partner to broaden their appeal, claim greater legitimacy and eliminate competition on the political Left. The socialists, who were losing their organization, were subjected to political pressure, ideological cleansing and purges in order to become suitable for unification on the terms of the PPR. The leading pro-communist leaders of the socialists were the prime ministers Edward Osóbka-Morawski and Józef Cyrankiewicz. During the most oppressive phase of the Stalinist period (1948–1953), terror was justified in Poland as necessary to eliminate reactionary subversion. Many thousands of perceived opponents of the regime were arbitrarily tried and large numbers were executed. The People's Republic was led by discredited Soviet operatives such as Bolesław Bierut, Jakub Berman and Konstantin Rokossovsky. The independent Catholic Church in Poland was subjected to property confiscations and other curtailments from 1949, and in 1950 was pressured into signing an accord with the government. In 1953 and later, despite a partial thaw after the death of Stalin that year, the persecution of the Church intensified and its head, Cardinal Stefan Wyszyński, was detained. A key event in the persecution of the Polish Church was the Stalinist show trial of the Kraków Curia in January 1953. In the Warsaw Pact, formed in 1955, the Polish Army was the second largest, after the Soviet Army. Economic and social developments of the early communist era In 1944, large agricultural holdings and former German property in Poland started to be redistributed through land reform, and industry started to be nationalized. Communist restructuring and the imposition of work-space rules encountered active worker opposition already in the years 1945–1947. The moderate Three-Year Plan of 1947–1949 continued with the rebuilding, socialization and socialist restructuring of the economy. It was followed by the Six-Year Plan of 1950–1955 for heavy industry. The rejection of the Marshall Plan in 1947 made aspirations for catching up with West European standards of living unrealistic. The government's highest economic priority was the development of heavy industry useful to the military. State-run or controlled institutions common in all the socialist countries of eastern Europe were imposed on Poland, including collective farms and worker cooperatives. The latter were dismantled in the late 1940s as not socialist enough, although they were later re-established; even small-scale private enterprises were eradicated. Stalinism introduced heavy political and ideological propaganda and indoctrination in social life, culture and education. Great strides were made, however, in the areas of employment (which became nearly full), universal public education (which nearly eradicated adult illiteracy), health care and recreational amenities. Many historic sites, including the central districts of Warsaw and Gdańsk, both devastated during the war, were rebuilt at great cost. The communist industrialization program led to increased urbanization and educational and career opportunities for the intended beneficiaries of the social transformation, along the lines of the peasants-workers-working intelligentsia paradigm. The most significant improvement was accomplished in the lives of Polish peasants, many of whom were able to leave their impoverished and overcrowded village communities for better conditions in urban centers. Those who stayed behind took advantage of the implementation of the 1944 land reform decree of the Polish Committee of National Liberation, which terminated the antiquated but widespread parafeudal socioeconomic relations in Poland. The Stalinist attempts at establishing collective farms generally failed. Due to urbanization, the national percentage of the rural population decreased in communist Poland by about 50%. A majority of Poland's residents of cities and towns still live in apartment blocks built during the communist era, in part to accommodate migrants from rural areas. The Thaw and Gomułka's Polish October (1955–1958) In March 1956, after the 20th Congress of the Communist Party of the Soviet Union in Moscow ushered in de-Stalinization, Edward Ochab was chosen to replace the deceased Bolesław Bierut as first secretary of the Polish United Workers' Party. As a result, Poland was rapidly overtaken by social restlessness and reformist undertakings; thousands of political prisoners were released and many people previously persecuted were officially rehabilitated. Worker riots in Poznań in June 1956 were violently suppressed, but they gave rise to the formation of a reformist current within the communist party. Amidst the continuing social and national upheaval, a further shakeup took place in the party leadership as part of what is known as the Polish October of 1956. While retaining most traditional communist economic and social aims, the regime led by Władysław Gomułka, the new first secretary of the PZPR, liberalized internal life in Poland. The dependence on the Soviet Union was somewhat mollified, and the state's relationships with the Church and Catholic lay activists were put on a new footing. A repatriation agreement with the Soviet Union allowed the repatriation of hundreds of thousands of Poles who were still in Soviet hands, including many former political prisoners. Collectivization efforts were abandoned—agricultural land, unlike in other Comecon countries, remained for the most part in the private ownership of farming families. State-mandated provisions of agricultural products at fixed, artificially low prices were reduced, and from 1972 eliminated. The legislative election of 1957 was followed by several years of political stability that was accompanied by economic stagnation and curtailment of reforms and reformists. One of the last initiatives of the brief reform era was a nuclear weapons–free zone in Central Europe proposed in 1957 by Adam Rapacki, Poland's foreign minister. Culture in the Polish People's Republic, to varying degrees linked to the intelligentsia's opposition to the authoritarian system, developed to a sophisticated level under Gomułka and his successors. The creative process was often compromised by state censorship, but significant works were created in fields such as literature, theater, cinema and music, among others. Journalism of veiled understanding and varieties of native and Western popular culture were well represented. Uncensored information and works generated by émigré circles were conveyed through a variety of channels. The Paris-based Kultura magazine developed a conceptual framework for dealing with the issues of borders and the neighbors of a future free Poland, but for ordinary Poles Radio Free Europe was of foremost importance. Stagnation and crackdown (1958–1970) One of the confirmations of the end of an era of greater tolerance was the expulsion from the communist party of several prominent "Marxist revisionists" in the 1960s. In 1965, the Conference of Polish Bishops issued the Letter of Reconciliation of the Polish Bishops to the German Bishops, a gesture intended to heal bad mutual feelings left over from World War II. In 1966, the celebrations of the 1,000th anniversary of the Christianization of Poland led by Cardinal Stefan Wyszyński and other bishops turned into a huge demonstration of the power and popularity of the Catholic Church in Poland. The post-1956 liberalizing trend, in decline for a number of years, was reversed in March 1968, when student demonstrations were suppressed during the 1968 Polish political crisis. Motivated in part by the Prague Spring movement, the Polish opposition leaders, intellectuals, academics and students used a historical-patriotic Dziady theater spectacle series in Warsaw (and its termination forced by the authorities) as a springboard for protests, which soon spread to other centers of higher education and turned nationwide. The authorities responded with a major crackdown on opposition activity, including the firing of faculty and the dismissal of students at universities and other institutions of learning. At the center of the controversy was also the small number of Catholic deputies in the Sejm (the Znak Association members) who attempted to defend the students. In an official speech, Gomułka drew attention to the role of Jewish activists in the events taking place. This provided ammunition to a nationalistic and antisemitic communist party faction headed by Mieczysław Moczar that was opposed to Gomułka's leadership. Using the context of the military victory of Israel in the Six-Day War of 1967, some in the Polish communist leadership waged an antisemitic campaign against the remnants of the Jewish community in Poland. The targets of this campaign were accused of disloyalty and active sympathy with Israeli aggression. Branded "Zionists", they were scapegoated and blamed for the unrest in March 1968, which eventually led to the emigration of much of Poland's remaining Jewish population (about 15,000 Polish citizens left the country). With the active support of the Gomułka regime, the Polish People's Army took part in the infamous Warsaw Pact invasion of Czechoslovakia in August 1968, after the Brezhnev Doctrine was informally announced. In the final major achievement of Gomułka diplomacy, the governments of Poland and West Germany signed in December 1970 the Treaty of Warsaw, which normalized their relations and made possible meaningful cooperation in a number of areas of bilateral interest. In particular, West Germany recognized the post-World War II de facto border between Poland and East Germany. Worker revolts, reforms of Gierek, the Polish pope and Solidarity (1970–1981) Price increases for essential consumer goods triggered the Polish protests of 1970. In December, there were disturbances and strikes in the Baltic Sea port cities of Gdańsk, Gdynia, and Szczecin that reflected deep dissatisfaction with living and working conditions in the country. The activity was centered in the industrial shipyard areas of the three coastal cities. Dozens of protesting workers and bystanders were killed in police and military actions, generally under the authority of Gomułka and Minister of Defense Wojciech Jaruzelski. In the aftermath, Edward Gierek replaced Gomułka as first secretary of the communist party. The new regime was seen as more modern, friendly and pragmatic, and at first it enjoyed a degree of popular and foreign support. To revitalize the economy, from 1971 the Gierek regime introduced wide-ranging reforms that involved large-scale foreign borrowing. These actions initially caused improved conditions for consumers, but in a few years the strategy backfired and the economy deteriorated. Another attempt to raise food prices resulted in the June 1976 protests. The Workers' Defence Committee (KOR), established in response to the crackdown that followed, consisted of dissident intellectuals determined to support industrial workers, farmers and students persecuted by the authorities. The opposition circles active in the late 1970s were emboldened by the Helsinki Conference processes. In October 1978, the Archbishop of Kraków, Cardinal Karol Józef Wojtyła, became Pope John Paul II, head of the Catholic Church. Catholics and others rejoiced at the elevation of a Pole to the papacy and greeted his June 1979 visit to Poland with an outpouring of emotion. Fueled by large infusions of Western credit, Poland's economic growth rate was one of the world's highest during the first half of the 1970s, but much of the borrowed capital was misspent, and the centrally planned economy was unable to use the new resources effectively. The 1973 oil crisis caused recession and high interest rates in the West, to which the Polish government had to respond with sharp domestic consumer price increases. The growing debt burden became insupportable in the late 1970s, and negative economic growth set in by 1979. Around 1 July 1980, with the Polish foreign debt standing at more than $20 billion, the government made yet another attempt to increase meat prices. Workers responded with escalating work stoppages that culminated in the 1980 general strikes in Lublin. In mid-August, labor protests at the Gdańsk Shipyard gave rise to a chain reaction of strikes that virtually paralyzed the Baltic coast by the end of the month and, for the first time, closed most coal mines in Silesia. The Inter-Enterprise Strike Committee coordinated the strike action across hundreds of workplaces and formulated the 21 demands as the basis for negotiations with the authorities. The Strike Committee was sovereign in its decision-making, but was aided by a team of "expert" advisers that included the well-known dissidents Jacek Kuroń, Karol Modzelewski, Bronisław Geremek and Tadeusz Mazowiecki. On 31 August 1980, representatives of workers at the Gdańsk Shipyard, led by an electrician and activist Lech Wałęsa, signed the Gdańsk Agreement with the government that ended their strike. Similar agreements were concluded in Szczecin (the Szczecin Agreement) and in Silesia. The key provision of these agreements was the guarantee of the workers' right to form independent trade unions and the right to strike. Following the successful resolution of the largest labor confrontation in communist Poland's history, nationwide union organizing movements swept the country. Edward Gierek was blamed by the Soviets for not following their "fraternal" advice, not shoring up the communist party and the official trade unions and allowing "anti-socialist" forces to emerge. On 5 September 1980, Gierek was replaced by Stanisław Kania as first secretary of the PZPR. Delegates of the emergent worker committees from all over Poland gathered in Gdańsk on 17 September and decided to form a single national union organization named "Solidarity". While party–controlled courts took up the contentious issues of Solidarity's legal registration as a trade union (finalized by November 10), planning had already begun for the imposition of martial law. A parallel farmers' union was organized and strongly opposed by the regime, but Rural Solidarity was eventually registered (12 May 1981). In the meantime, a rapid deterioration of the authority of the communist party, disintegration of state power and escalation of demands and threats by the various Solidarity–affiliated groups were occurring. According to Kuroń, a "tremendous social democratization movement in all spheres" was taking place and could not be contained. Wałęsa had meetings with Kania, which brought no resolution to the impasse. Following the Warsaw Pact summit in Moscow, the Soviet Union proceeded with a massive military build-up along Poland's border in December 1980, but during the summit Kania forcefully argued with Leonid Brezhnev and other allied communists leaders against the feasibility of an external military intervention, and no action was taken. The United States, under presidents Jimmy Carter and Ronald Reagan, repeatedly warned the Soviets about the consequences of a direct intervention, while discouraging an open insurrection in Poland and signaling to the Polish opposition that there would be no rescue by the NATO forces. In February 1981, Defense Minister General Wojciech Jaruzelski assumed the position of prime minister. The Solidarity social revolt had thus far been free of any major use of force, but in March 1981 in Bydgoszcz three activists were beaten up by the secret police. In a nationwide "warning strike" the 9.5-million-strong Solidarity union was supported by the population at large, but a general strike was called off by Wałęsa after the 30 March settlement with the government. Both Solidarity and the communist party were badly split and the Soviets were losing patience. Kania was re-elected at the Party Congress in July, but the collapse of the economy continued and so did the general disorder. At the first Solidarity National Congress in September–October 1981 in Gdańsk, Lech Wałęsa was elected national chairman of the union with 55% of the vote. An appeal was issued to the workers of the other East European countries, urging them to follow in the footsteps of Solidarity. To the Soviets, the gathering was an "anti-socialist and anti-Soviet orgy" and the Polish communist leaders, increasingly led by Jaruzelski and General Czesław Kiszczak, were ready to apply force. In October 1981, Jaruzelski was named first secretary of the PZPR. The Plenum's vote was 180 to 4, and he kept his government posts. Jaruzelski asked parliament to ban strikes and allow him to exercise extraordinary powers, but when neither request was granted, he decided to proceed with his plans anyway. The martial law, Jaruzelski's rule and the end of communism (1981–1989) On 12–13 December 1981, the regime declared martial law in Poland, under which the army and the ZOMO special police forces were used to crush Solidarity. The Soviet leaders insisted that Jaruzelski pacifies the opposition with the forces at his disposal, without Soviet involvement. Almost all Solidarity leaders and many affiliated intellectuals were arrested or detained. Nine workers were killed in the Pacification of Wujek. The United States and other Western countries responded by imposing economic sanctions against Poland and the Soviet Union. Unrest in the country was subdued, but continued. During martial law, Poland was ruled by the so-called Military Council of National Salvation. The open or semi-open opposition communications, as recently practiced, were replaced by underground publishing (known in the eastern bloc as Samizdat), and Solidarity was reduced to a few thousand underground activists. Having achieved some semblance of stability, the Polish regime relaxed and then rescinded martial law over several stages. By December 1982 martial law was suspended and a small number of political prisoners, including Wałęsa, were released. Although martial law formally ended in July 1983 and a partial amnesty was enacted, several hundred political prisoners remained in jail. Jerzy Popiełuszko, a popular pro-Solidarity priest, was abducted and murdered by security functionaries in October 1984. Further developments in Poland occurred concurrently with and were influenced by the reformist leadership of Mikhail Gorbachev in the Soviet Union (processes known as Glasnost and Perestroika). In September 1986, a general amnesty was declared and the government released nearly all political prisoners. However, the country lacked basic stability, as the regime's efforts to organize society from the top down had failed, while the opposition's attempts at creating an "alternate society" were also unsuccessful. With the economic crisis unresolved and societal institutions dysfunctional, both the ruling establishment and the opposition began looking for ways out of the stalemate. Facilitated by the indispensable mediation of the Catholic Church, exploratory contacts were established. Student protests resumed in February 1988. Continuing economic decline led to strikes across the country in April, May and August. The Soviet Union, increasingly destabilized, was unwilling to apply military or other pressure to prop up allied regimes in trouble. The Polish government felt compelled to negotiate with the opposition and in September 1988 preliminary talks with Solidarity leaders ensued in Magdalenka. Numerous meetings that took place involved Wałęsa and General Kiszczak, among others. In November, the regime made a major public relations mistake by allowing a televised debate between Wałęsa and Alfred Miodowicz, chief of the All-Poland Alliance of Trade Unions, the official trade union organization. The fitful bargaining and intra-party squabbling led to the official Round Table Negotiations in 1989, followed by the Polish legislative election in June of that year, a watershed event marking the fall of communism in Poland. Third Polish Republic (1989–today) Systemic transition The Polish Round Table Agreement of April 1989 called for local self-government, policies of job guarantees, legalization of independent trade unions and many wide-ranging reforms. The current Sejm promptly implemented the deal and agreed to National Assembly elections that were set for 4 June and 18 June. Only 35% of the seats in the Sejm (national legislature's lower house) and all of the Senate seats were freely contested; the remaining Sejm seats (65%) were guaranteed for the communists and their allies. The failure of the communists at the polls (almost all of the contested seats were won by the opposition) resulted in a political crisis. The new April Novelization to the constitution called for re-establishment of the Polish presidency and on 19 July the National Assembly elected the communist leader, General Wojciech Jaruzelski, to that office. His election, seen at the time as politically necessary, was barely accomplished with tacit support from some Solidarity deputies, and the new president's position was not strong. Moreover, the unexpected definitiveness of the parliamentary election results created new political dynamics and attempts by the communists to form a government failed. On 19 August, President Jaruzelski asked journalist and Solidarity activist Tadeusz Mazowiecki to form a government; on 12 September, the Sejm voted approval of Prime Minister Mazowiecki and his cabinet. Mazowiecki decided to leave the economic reform entirely in the hands of economic liberals led by the new Deputy Prime Minister Leszek Balcerowicz, who proceeded with the design and implementation of his "shock therapy" policy. For the first time in post-war history, Poland had a government led by non-communists, setting a precedent soon to be followed by other Eastern Bloc nations in a phenomenon known as the Revolutions of 1989. Mazowiecki's acceptance of the "thick line" formula meant that there would be no "witch-hunt", i.e., an absence of revenge seeking or exclusion from politics in regard to former communist officials. In part because of the attempted indexation of wages, inflation reached 900% by the end of 1989, but was soon dealt with by means of radical methods. In December 1989, the Sejm approved the Balcerowicz Plan to transform the Polish economy rapidly from a centrally planned one to a free market economy. The Constitution of the Polish People's Republic was amended to eliminate references to the "leading role" of the communist party and the country was renamed the "Republic of Poland". The communist Polish United Workers' Party dissolved itself in January 1990. In its place, a new party, Social Democracy of the Republic of Poland, was created. "Territorial self-government", abolished in 1950, was legislated back in March 1990, to be led by locally elected officials; its fundamental unit was the administratively independent gmina. In October 1990, the constitution was amended to curtail the term of President Jaruzelski. In November 1990, the German–Polish Border Treaty, with unified Germany, was signed. In November 1990, Lech Wałęsa was elected president for a five-year term; in December, he became the first popularly elected president of Poland. Poland's first free parliamentary election was held in October 1991. 18 parties entered the new Sejm, but the largest representation received only 12% of the total vote. Democratic constitution, NATO and European Union memberships There were several post-Solidarity governments between the 1989 election and the 1993 election, after which the "post-communist" left-wing parties took over. In 1993, the formerly Soviet Northern Group of Forces, a vestige of past domination, left Poland. In 1995, Aleksander Kwaśniewski of the Social Democratic Party was elected president and remained in that capacity for the next ten years (two terms). In 1997, the new Constitution of Poland was finalized and approved in a referendum; it replaced the Small Constitution of 1992, an amended version of the communist constitution. Poland joined NATO in 1999. Elements of the Polish Armed Forces have since participated in the Iraq War and the Afghanistan War. Poland joined the European Union as part of its enlargement in 2004. However, Poland has not adopted the euro as its currency and legal tender, but instead uses the Polish złoty. In April 2010, Polish president Lech Kaczynski and dozens of the country's top political and military leaders died in the Smolensk air disaster. After the election of the conservative Law and Justice party in 2015, the Polish government repeatedly clashed with EU institutions on the issue of judicial reform and was accused by the European Commission and the European Parliament of undermining "European Values" and eroding democratic standards. However, the Polish government headed by the Law and Justice party maintained that the reforms were necessary due to the prevalence of corruption within the Polish judiciary and the continued presence of holdover Communist era judges. In October 2019, Poland's governing Law and Justice party (PiS) won parliamentary election, keeping its majority in the lower house. The second was centrist Civic Coalition (KO). The government of Prime Minister Mateusz Morawiecki continued. However, PiS leader Jaroslaw Kaczynski was considered the most powerful political figure in Poland although not a member of government. In July 2020, President Andrzej Duda, supported by PiS, was re-elected. See also Historia narodu polskiego History of Europe History of the Jews in Poland List of Polish monarchs List of heads of state of Poland List of prime ministers of Poland History of the Polish Army Polish hussars Politics of Poland Notes a.Piłsudski's family roots in the Polonized gentry of the Grand Duchy of Lithuania and the resulting perspective of seeing himself and people like him as legitimate Lithuanians put him in conflict with modern Lithuanian nationalists (who in Piłsudski's lifetime redefined the scope and meaning of the "Lithuanian" identity), and, by extension, with other nationalists including the Polish modern nationalist movement. b.In 1938, Poland and Romania refused to agree to a Franco-British proposal that in the event of war with Nazi Germany, Soviet forces would be allowed to cross their territories to aid Czechoslovakia. The Polish ruling elites considered the Soviets in some ways more threatening than the Nazis. The Soviet Union repeatedly declared intention to fulfill its obligations under the 1935 treaty with Czechoslovakia and defend Czechoslovakia militarily. A transfer of land and air forces through Poland and/or Romania was required and the Soviets approached about it the French, who also had a treaty with Czechoslovakia (and with Poland and with the Soviet Union). Edward Rydz-Śmigły rebuked the French suggestion on that matter in 1936, and in 1938 Józef Beck pressured Romania not to allow even Soviet warplanes to fly over its territory. Like Hungary, Poland was looking into using the German-Czechoslovak conflict to settle its own territorial grievances, namely disputes over parts of Zaolzie, Spiš and Orava. c. In October 1939, the British Foreign Office notified the Soviets that the United Kingdom would be satisfied with a postwar creation of small ethnic Poland, patterned after the Duchy of Warsaw. An establishment of Poland restricted to "minimal size", according to ethnographic boundaries (such as the lands common to both the prewar Poland and postwar Poland), was planned by the Soviet People's Commissariat for Foreign Affairs in 1943–1944. Such territorial reduction was recommended by Ivan Maisky to Vyacheslav Molotov in early 1944, because of what Maisky saw as Poland's historically unfriendly disposition toward Russia and the Soviet Union, likely in some way to continue. Joseph Stalin opted for a larger version, allowing a "swap" (territorial compensation for Poland), which involved the eastern lands gained by Poland at the Peace of Riga of 1921 and now lost, and eastern Germany conquered from the Nazis in 1944–1945. In regard to the several major disputed areas: Lower Silesia west of the Oder and the Eastern Neisse rivers (the British wanted it to remain a part of the future German state), Stettin (in 1945 the German communists already established their administration there), "Zakerzonia" (western Red Ruthenia demanded by the Ukrainians), and the Białystok region (Białystok was claimed by the communists of the Byelorussian SSR), the Soviet leader made decisions that favored Poland. Other territorial and ethnic scenarios were also possible, generally with possible outcomes less advantageous to Poland than the form the country assumed. d.Timothy D. Snyder spoke of about 100,000 Jews killed by Poles during the Nazi occupation, the majority probably by members of the collaborationist Blue Police. This number would have likely been many times higher had Poland entered into an alliance with Germany in 1939, as advocated by some Polish historians and others. e.Some may have falsely claimed the Jewish identity hoping for permission to emigrate. The communist authorities, pursuing the concept of Poland of single ethnicity (in accordance with the recent border changes and expulsions), were allowing the Jews to leave the country. For a discussion of early communist Poland's ethnic politics, see Timothy D. Snyder, The Reconstruction of Nations, chapters on modern "Ukrainian Borderland". f.A Communist Party of Poland had existed in the past, but was eliminated in Stalin's purges in 1938. g.The Soviet leadership, which had previously ordered the crushing of the Uprising of 1953 in East Germany, the Hungarian Revolution of 1956 and the Prague Spring in 1968, in late 1970 became worried about potential demoralizing effects that deployment against Polish workers would have on the Polish army, a crucial Warsaw Pact component. The Soviets withdrew their support for Gomułka, who insisted on the use of force; he and his close associates were subsequently ousted from the Polish Politburo by the Polish Central Committee. h.East of the Molotov-Ribbentrop line, the population was 43% Polish, 33% Ukrainian, 8% Belarusian and 8% Jewish. The Soviet Union did not want to appear as an aggressor, and moved its troops to eastern Poland under the pretext of offering protection to "the kindred Ukrainian and Belorussian people". i.Joseph Stalin at the 1943 Tehran Conference discussed with Winston Churchill and Franklin D. Roosevelt new post-war borders in central-eastern Europe, including the shape of a future Poland. He endorsed the Piast Concept, which justified a massive shift of Poland's frontiers to the west. Stalin resolved to secure and stabilize the western reaches of the Soviet Union and disable the future military potential of Germany by constructing a compact and ethnically defined Poland (along with the Soviet ethnic Ukraine, Belarus and Lithuania) and by radically altering the region's system of national borders. After 1945, the Polish communist regime wholeheartedly adopted and promoted the Piast Concept, making it the centerpiece of their claim to be the true inheritors of Polish nationalism. After all the killings and population transfers during and after the war, the country was 99% "Polish". j."All the currently available documents of Nazi administration show that, together with the Jews, the stratum of the Polish intelligentsia was marked for total extermination. In fact, Nazi Germany achieved this goal almost by half, since Poland lost 50 percent of her citizens with university diplomas and 35 percent of those with a gimnazium diploma." According to Brzoza and Sowa, 450,000 of Polish citizens had completed higher, secondary, or trade school education by the outbreak of the war. 37.5% of people with higher education perished, 30% of those with general secondary education, and 53.3% of trade school graduates. k.Decisive political events took place in Poland shortly before the Hungarian Revolution of 1956. Władysław Gomułka, a reformist party leader, was reinstated to the Politburo of the PZPR and the Eighth Plenum of its Central Committee was announced to convene on 19 October 1956, all without seeking a Soviet approval. The Soviet Union responded with military moves and intimidation and its "military-political delegation", led by Nikita Khrushchev, quickly arrived in Warsaw. Gomułka tried to convince them of his loyalty but insisted on the reforms that he considered essential, including a replacement of Poland's Soviet-trusted minister of defense, Konstantin Rokossovsky. The disconcerted Soviets returned to Moscow, the PZPR Plenum elected Gomułka first secretary and removed Rokossovsky from the Politburo. On 21 October, the Soviet Presidium followed Khrushchev's lead and decided unanimously to "refrain from military intervention" in Poland, a decision likely influenced also by the ongoing preparations for the invasion of Hungary. The Soviet gamble paid off, because Gomułka in the coming years turned out to be a very dependable Soviet ally and an orthodox communist. However, unlike the other Warsaw Pact countries, Poland did not endorse the Soviet armed intervention in Hungary. The Hungarian Revolution was intensely supported by the Polish public. l.The delayed reinforcements were coming and the government military commanders General Tadeusz Rozwadowski and Władysław Anders wanted to keep on fighting the coup perpetrators, but President Stanisław Wojciechowski and the government decided to surrender to prevent the imminent spread of civil war. The coup brought to power the "Sanation" regime under Józef Piłsudski (Edward Rydz-Śmigły after Piłsudski's death). The Sanation regime persecuted the opposition within the military and in general. Rozwadowski died after abusive imprisonment, according to some accounts murdered. Another major opponent of Piłsudski, General Włodzimierz Zagórski, disappeared in 1927. According to Aleksandra Piłsudska, the marshal's wife, following the coup and for the rest of his life Piłsudski lost his composure and appeared over-burdened. At the time of Rydz-Śmigły's command, the Sanation camp embraced the ideology of Roman Dmowski, Piłsudski's nemesis. Rydz-Śmigły did not allow General Władysław Sikorski, an enemy of the Sanation movement, to participate as a soldier in the country's defense against the Invasion of Poland in September 1939. During World War II in France and then in Britain, the Polish government-in-exile became dominated by anti-Sanation politicians. The perceived Sanation followers were in turn persecuted (in exile) under prime ministers Sikorski and Stanisław Mikołajczyk. m.General Zygmunt Berling of the Soviet-allied First Polish Army attempted in mid-September a crossing of the Vistula and landing at Czerniaków to aid the insurgents, but the operation was defeated by the Germans and the Poles suffered heavy losses. n.The decision to launch the Warsaw Uprising resulted in the destruction of the city, its population and its elites and has been a source of lasting controversy. According to the historians Czesław Brzoza and Andrzej Leon Sowa, orders of further military offensives, issued at the end of August 1944 as a continuation of Operation Tempest, show a loss of the sense of responsibility for the country's fate on the part of the underground Polish leadership. o.One of the party leaders Mieczysław Rakowski, who abandoned his mentor Gomułka following the 1970 crisis, saw the demands of the demonstrating workers as "exclusively socialist" in character, because of the way they were phrased. Most people in communist Poland, including opposition activists, did not question the supremacy of socialism or the socialist idea; misconduct by party officials, such as not following the provisions of the constitution, was blamed. From the time of Gierek, this assumed standard of political correctness was increasingly challenged: pluralism, and then free market, became frequently used concepts. p.The Polish Sanation authorities were provoked by the independence-seeking Organization of Ukrainian Nationalists (OUN). OUN engaged in political assassinations, terror and sabotage, to which the Polish state responded with a repressive campaign in the 1930s, as Józef Piłsudski and his successors imposed collective responsibility on the villagers in the affected areas. After the disturbances of 1933 and 1934, the Bereza Kartuska prison camp was established; it became notorious for its brutal regime. The government brought Polish settlers and administrators to parts of Volhynia with a centuries-old tradition of Ukrainian peasant rising against Polish land owners (and to Eastern Galicia). In the late 1930s, after Piłsudski's death, military persecution intensified and a policy of "national assimilation" was aggressively pursued. Military raids, public beatings, property confiscations and the closing and destruction of Orthodox churches aroused lasting enmity in Galicia and antagonized Ukrainian society in Volhynia at the worst possible moment, according to Timothy D. Snyder. However, he also notes that "Ukrainian terrorism and Polish reprisals touched only part of the population, leaving vast regions unaffected" and "the OUN's nationalist prescription, a Ukrainian state for ethnic Ukrainians alone was far from popular". Halik Kochanski wrote of the legacy of bitterness between the Ukrainians and Poles that soon exploded in the context of World War II. See also: History of the Ukrainian minority in Poland. q.In Poland, officials of central government (the provincial office of wojewoda) can overrule elected territorial and municipal local governments. However, in such cases wojewoda decisions have sometimes been invalidated by courts. r.Foreign policy was one of the few governmental areas in which Piłsudski took an active interest. He saw Poland's role and opportunity as lying in Eastern Europe and advocated passive relations with the West. He felt that a German attack should not be feared, because even if this unlikely event were to take place, the Western powers would be bound to restrain Germany and come to Poland's rescue. s.According to the researcher Jan Sowa, the Commonwealth failed as a state because it was not able to conform to the emerging new European order established at the Peace of Westphalia of 1648. Poland's elective kings, restricted by the self-serving and short-sighted nobility, could not impose a strong and efficient central government with its characteristic post-Westphalian internal and external sovereignty. The inability of Polish kings to levy and collect taxes (and therefore sustain a standing army) and conduct independent foreign policy were among the chief obstacles to Poland competing effectively on the changed European scene, where absolutist power was a prerequisite for survival and became the foundation for the abolition of serfdom and gradual formation of parliamentarism. t.Besides the Home Army there were other major underground fighting formations: Bataliony Chłopskie, National Armed Forces (NSZ) and Gwardia Ludowa (later Armia Ludowa). From 1943, the leaders of the nationalistic NSZ collaborated with Nazi Germany in a case unique in occupied Poland. The NSZ conducted an anti-communist civil war. Before the arrival of the Soviets, the NSZ's Holy Cross Mountains Brigade left Poland under the protection of the German army. According to the historians Czesław Brzoza and Andrzej Leon Sowa, participation figures given for the underground resistance are often inflated. In the spring of 1944, the time of the most extensive involvement of the underground organizations, there were most likely considerably fewer than 500,000 military and civilian personnel participating, over the entire spectrum, from the right wing to the communists. u.According to Jerzy Eisler, about 1.1 million people may have been imprisoned or detained in 1944–1956 and about 50,000 may have died because of the struggle and persecution, including about 7,000 soldiers of the right-wing underground killed in the 1940s. According to Adam Leszczyński, up to 30,000 people were killed by the communist regime during the first several years after the war. v.According to Andrzej Stelmachowski, one of the key participants of the Polish systemic transformation, Minister Leszek Balcerowicz pursued extremely liberal economic policies, often extraordinarily painful for society. The December 1989 Sejm statute of credit relations reform introduced an "incredible" system of privileges for banks, which were allowed to unilaterally alter interest rates on already existing contracts. The exceedingly high rates they instantly introduced ruined many previously profitable enterprises and caused a complete breakdown of the apartment block construction industry, which had long-term deleterious effects on the state budget as well. Balcerowicz's policies also caused permanent damage to Polish agriculture, an area in which he lacked expertise, and to the often successful and useful Polish cooperative movement. According to Karol Modzelewski, a dissident and critic of the economic transformation, in 1989 Solidarity no longer existed, having been in reality eliminated during the martial law period. What the "post-Solidarity elites" did in 1989 amounted to a betrayal of the old Solidarity base, and the retribution was only a matter of time. w.Led by Władysław Anders, the Polish II Corps fought in 1944–1945 in the Allied Italian Campaign, where the corps' main engagement was the Battle of Monte Cassino. x.The Piast Concept, of which the chief proponent was Jan Ludwik Popławski (late 19th century), was based on the claim that the Piast homeland was inhabited by so-called "native" aboriginal Slavs and Slavonic Poles since time immemorial and only later was "infiltrated" by "alien" Celts, Germanic peoples, and others. After 1945, the so-called "autochthonous" or "aboriginal" school of Polish prehistory received official backing and a considerable degree of popular support in Poland. According to this view, the Lusatian Culture, which flourished between the Oder and the Vistula in the early Iron Age, was said to be Slavonic; all non-Slavonic tribes and peoples recorded in the area at various points in ancient times were dismissed as "migrants" and "visitors". In contrast, the critics of this theory, such as Marija Gimbutas, regarded it as an unproved hypotheses and for them the date and origin of the westward migration of the Slavs were largely uncharted; the Slavonic connections of the Lusatian Culture were entirely imaginary; and the presence of an ethnically mixed and constantly changing collection of peoples on the North European Plain was taken for granted. y.According to the count presented by Prime Minister and Internal Affairs Minister Felicjan Sławoj Składkowski before the Sejm committee in January 1938, 818 people were killed in police suppression of labor protests (industrial and agricultural) during the 1932–1937 period. z.John II Casimir Vasa is known for his remarkable and accurate prediction of the Partitions of Poland, made over a century before the event's occurrence. a1.According to war historian Ben Macintyre, "The Polish contribution to allied victory in the Second World War was extraordinary, perhaps even decisive, but for many years it was disgracefully played down, obscured by the politics of the Cold War." b1.Piłsudski left the Polish Socialist Party in 1914 and severed his connections with the socialist movement, but many activists from the Left and of other political orientations presumed his continuing involvement there. c1.Woodrow Wilson's Fourteen Points program was subsequently weakened by internal developments in the US, Britain, France, and Germany. In the last case, Poland was denied the city of Danzig on the Baltic coast. d1.The government of Soviet Russia issued in August 1918 a decree strongly supportive of the independence of Poland, but at that time no Polish lands were under Russian control. References Citations Works cited Bibliography More recent general history of Poland books in English Biskupski, M. B. The History of Poland. Greenwood, 2000. 264 pp. online edition Dabrowski, Patrice M. Poland: The First Thousand Years. Northern Illinois University Press, 2016. 506 pp. Frucht, Richard. Encyclopedia of Eastern Europe: From the Congress of Vienna to the Fall of Communism Garland Pub., 2000 online edition Halecki, Oskar. History of Poland, New York: Roy Publishers, 1942. New York: Barnes and Noble, 1993, Kenney, Padraic. "After the Blank Spots Are Filled: Recent Perspectives on Modern Poland," Journal of Modern History Volume 79, Number 1, March 2007 pp 134–61, historiography Kieniewicz, Stefan. History of Poland, Hippocrene Books, 1982, Kloczowski, Jerzy. A History of Polish Christianity. Cambridge U. Pr., 2000. 385 pp. Lerski, George J. Historical Dictionary of Poland, 966–1945. Greenwood, 1996. 750 pp. online edition Leslie, R. F. et al. The History of Poland since 1863. Cambridge U. Press, 1980. 494 pp. Lewinski-Corwin, Edward Henry. The Political History of Poland (1917), well-illustrated; 650pp online at books.google.com Litwin Henryk, Central European Superpower, BUM , 2016. Pogonowski, Iwo Cyprian. Poland: An Illustrated History, New York: Hippocrene Books, 2000, Pogonowski, Iwo Cyprian. Poland: A Historical Atlas. Hippocrene, 1987. 321 pp. Radzilowski, John. A Traveller's History of Poland, Northampton, Massachusetts: Interlink Books, 2007, Reddaway, W. F., Penson, J. H., Halecki, O., and Dyboski, R. (Eds.). The Cambridge History of Poland, 2 vols., Cambridge: Cambridge University Press, 1941 (1697–1935), 1950 (to 1696). New York: Octagon Books, 1971 online edition vol 1 to 1696, old fashioned but highly detailed Roos, Hans. A History of Modern Poland (1966) Sanford, George. Historical Dictionary of Poland. Scarecrow Press, 2003. 291 pp. Wróbel, Piotr. Historical Dictionary of Poland, 1945–1996. Greenwood, 1998. 397 pp. Zamoyski, Adam. Poland: A History. Hippocrene Books, 2012. 426 pp. Published in Poland History of Poland, Aleksander Gieysztor et al. Warsaw: PWN, 1968 History of Poland, Stefan Kieniewicz et al. Warsaw: PWN, 1979 An Outline History of Poland, by Jerzy Topolski. Warsaw: Interpress Publishers, 1986, An Illustrated History of Poland, by Dariusz Banaszak, Tomasz Biber, Maciej Leszczyński. Poznań: Publicat, 2008, Poland: History of Poland, by Stanisław Kołodziejski, Roman Marcinek, Jakub Polit. Kraków: Wydawnictwo Ryszard Kluszczyński, 2005, 2009, External links Movie (on-line) Animated history of Poland, (PARP, Expo 2010 Shanghai China) Borders of Poland, A.D. 990–2008 Other Looking at Poland's History Through the Prism of Art History of Poland, in paintings History of Poland on Historycy.org forum History of Poland: Primary Documents Commonwealth of Diverse Cultures: Poland's Heritage "Poland, Christianity in" The New Schaff-Herzog Encyclopedia of Religious Knowledge (1910) vol 9 pp. 104–8 Maps Poland and West-Slavs 800–950 Poland 990–1040 Poland 1040–1090 Poland 1090–1140 Poland 1140–1250 Poland 1250–1290 Poland 1290–1333 Poland 1333–1350 Poland 1350–1370 Poland 1773 Poland 2004
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Heraclitus of Ephesus (; , "Glory of Hera"; , ) was an Ancient Greek, pre-Socratic, Ionian philosopher and a native of the city of Ephesus, which was then part of the Persian Empire. His paradoxical philosophy and appreciation for wordplay and cryptic utterances has earned him the epithet "The Obscure" since antiquity. He wrote a single work, only fragments of which have survived, increasing the obscurity associated with him. Heraclitus has thus been the subject of numerous interpretations. According to the Stanford Encyclopedia of Philosophy, Heraclitus has been seen as a "material monist or a process philosopher; a scientific cosmologist, a metaphysician and a religious thinker; an empiricist, a rationalist, a mystic; a conventional thinker and a revolutionary; a developer of logic—one who denied the law of non-contradiction; the first genuine philosopher and an anti-intellectual obscurantist." Heraclitus was of distinguished parentage, but he eschewed his privileged life for a lonely one as a philosopher. Little else is known about his early life and education; he regarded himself as self-taught and a pioneer of wisdom. He was considered a misanthrope who was subject to depression and became known as "the weeping philosopher" in contrast to the ancient philosopher Democritus, who was known as "the laughing philosopher". Heraclitus believed the world is in accordance with Logos (literally, "word", "reason", or "account") and is ultimately made of fire. He also believed in a unity of opposites and harmony in the world. He was most famous for his insistence on ever-present change—known in philosophy as "flux" or "becoming"—as the characteristic feature of the world; an idea expressed in the sayings, "No man ever steps in the same river twice", and ("everything flows"). His use of fire may have been a metaphor for change. This changing aspect of his philosophy is contrasted with that of the ancient philosopher Parmenides, who believed in "being" and in the static nature of the universe. Both Heraclitus and Parmenides had an influence on Plato, who went on to influence all of Western philosophy. Life The main source for the life of Heraclitus is the doxographer Diogenes Laërtius; the author Charles Kahn questioned the validity of Laërtius's account as "a tissue of Hellenistic anecdotes, most of them obviously fabricated on the basis of statements in the preserved fragments". The stories about Heraclitus could be invented to illustrate his character as inferred from his writings. Historians are uncertain of the dates between which Heraclitus was active. Diogenes Laërtius stated Heraclitus flourished in the 69th Olympiad between 504 and 501 BC. Most historians believe Heraclitus was older than Parmenides, whose views constitute a critical response to those of Heraclitus, though the reverse is also possible and it remains a subject of debate. Heraclitus refers to older figures such as Pythagoras and is silent on Parmenides, who possibly refers to Heraclitus. Birth Heraclitus was born to a Greek aristocratic family in Ephesus(presently Efes, Turkey) in the Persian Achaemenid Empire. His dates of birth and death are based on a lifespan of 60 years, the age at which Diogenes Laërtius says he died, with his floruit in the middle. Heraclitus's father was named either Blosôn or Herakôn. Diogenes Laërtius says Heraclitus abdicated the kingship (basileia) in favor of his brother and Strabo confirms there was a ruling family in Ephesus that descended from the Ionian founder Androclus; according to Strabo, this family maintained its titles and could sit in the chief seat at the games, along with other privileges. The extent of the king's powers is unknown; Ephesus had been part of the Persian Empire since 547 BC and was ruled by a satrap (governor) who remained a distant figure: Cyrus the Great allowed the Ionians considerable autonomy. Childhood Diogenes Laërtius says Heraclitus used to play knucklebones with youths in the great temple of Artemis—the Artemisium, one of the largest temples of the 6th century BC and one of the Seven Wonders of the Ancient World. When asked to start making laws, he refused, saying the politeia (constitution) was ponêra, which can mean either it was fundamentally wrong or that he considered it toilsome. Two extant letters between Heraclitus and Darius I, which are quoted by Diogenes Laërtius, are later forgeries. Laërtius says Heraclitus was "wondrous" from childhood. According to Laërtius, Sotion said Heraclitus was a "hearer" of Xenophanes, which according to Laërtius contradicts Heraclitus' statement he had taught himself by questioning himself. Burnet states; "Xenophanes left Ionia before Herakleitos was born". Laërtius says as a boy, Heraclitus had said he "knew nothing" but later claimed to "know everything". He "heard no one" but "questioned himself". Misanthropy Diogenes Laërtius relates Heraclitus had a poor opinion of human affairs, stating "The mysteries practiced among men are unholy mysteries". Timon of Phlius is said to have called him a "mob-reviler". Heraclitus was not afraid of being a contrarian, saying on one occasion; "Corpses are more fit to be cast out than dung". Heraclitus was not an advocate of equality, expressing his opposition in the statement; "One is ten thousand to me, if he be the best". He is generally considered an opponent of democracy, though he believed "All men have a claim to self-ascertainment and sound thinking" and "Thinking is common to all". Heraclitus stressed the heedless unconsciousness of humankind; he asserted the opinion "The waking have one common world, but the sleeping turn aside each into a world of his own [idios kosmos (private world)]". He also stated; "Hearing they do not understand, like the deaf. Of them does the saying bear witness: 'present, they are absent'". He also compares the ignorance of the average man to dogs; "Dogs, also, bark at what they do not know". He advises, "Let us not conjecture randomly about the most important things" and said "a fool is excited by every word". Heraclitus criticized Hesiod, Pythagoras, Xenophanes and Hecataeus for lacking understanding despite their educated positions, and has the most scorn for Pythagoras. According to Heraclitus; "Men that love wisdom must be inquirers into very many things indeed". He also stated; "The knowledge of the most famous persons, which they guard, is but opinion". Among notable individuals he criticized are Homer and Archilochus, both of whom he thought deserved to be beaten. The only man of note he praises is Bias of Priene, one of the Seven Sages of Greece who is known for the maxim "most men are bad"; this is evident from Heraclitus's remark; "For what thought or wisdom have they? They follow the poets and take the crowd as their teacher, knowing not that 'the many are bad and few good'". Heraclitus hated the Athenians and his fellow Ephesians, wishing the latter wealth in punishment for their wicked ways. The Ephesians, he believed, would "do well to end their lives, every grown man of them, and leave the city to beardless boys, for that they have driven out Hermodorus, the worthiest man among them, saying, 'We will have none who is worthiest among us; or if there be any such, let him go elsewhere and consort with others'". According to Laërtius, this culminated in misanthropy; "Finally, he became a hater of his kind (misanthrope) and wandered the mountains [...] making his diet of grass and herbs". Illness and death Heraclitus' life as a philosopher was interrupted by dropsy, for which the physicians he consulted were unable to prescribe a cure. Laërtius lists several stories about Heraclitus' death; in two versions, he is cured of dropsy and dies of another disease; in another account, he "buried himself in a cowshed, expecting that the noxious damp humour would be drawn out of him by the warmth of the manure", while another says he treated himself with a liniment of cow manure and after a day prone in the sun, he died and was interred in the marketplace. According to Neathes of Cyzicus, he was devoured by dogs after smearing himself with dung. According to historical research, Heraclitus died from dropsy after 478 BC. According to Burnet: Herakleitos said (fr. 68) that it was death to souls to become water; and we are told accordingly that he died of dropsy. He said (fr. 114) that the Ephesians should leave their city to their children, and (fr. 79) that Time was a child playing draughts. We are therefore told that he refused to take any part in public life, and went to play with the children in the temple of Artemis. He said (fr. 85) that corpses were more fit to be cast out than dung; and we are told that he covered himself with dung when attacked with dropsy. Lastly, he is said to have argued at great length with his doctors because of fr. 58. For these tales see Diog.ix. 3–5. Heraclitus's Book Heraclitus is known to have produced a single work on papyrus. The title is unknown. According to Diogenes Laërtius, Heraclitus deposited the book in the Artemisium as a dedication. As with the other pre-Socratic philosophers, only fragments of his writings survive in quotations by other authors. In the case of Heraclitus, there are more than 100 of these catalogued using the Diels–Kranz numbering system. Laërtius also states Heraclitus' work was "a continuous treatise ... but was divided into three discourses, one on the universe, another on politics, and a third on theology". Theophrastus says (in Diogenes Laërtius) "some parts of his work [are] half-finished, while other parts [made] a strange medley". The work's opening lines are known, proving it was a continuous work. Aristotle quotes part of the opening line in the Rhetoric to outline the difficulty in punctuating Heraclitus without ambiguity; he debated whether "forever" applied to "being" or to "prove". Sextus Empiricus in Against the Mathematicians quotes the whole passage: Of this Logos being forever do men prove to be uncomprehending, both before they hear and once they have heard it. For, though all things come to pass in accordance with this Logos, they are like the unexperienced experiencing words and deeds such as I explain when I distinguish each thing according to its nature and show how it is. Other men are unaware of what they do when they are awake just as they are forgetful of what they do when they are asleep. Heracliteans Many later philosophers in this period refer to On Nature. Charles Kahn states; "Down to the time of Plutarch and Clement, if not later, the little book of Heraclitus was available in its original form to any reader who chose to seek it out". Laërtius comments on the notability of the text, stating; "the book acquired such fame that it produced partisans of his philosophy who were called Heracliteans". Prominent philosophers identified today as Heracliteans include Cratylus and Antisthenes—not to be confused with the cynic. Ancient characterizations The Obscure At some time in antiquity, Heraclitus acquired the epithet "The Obscure"; generally interpreted to mean his sayings—which contain frequent paradoxes, metaphors and incipient utterances—are difficult to understand. According to Aristotle's Metaphysics, Heraclitus denied the law of noncontradiction without explanation. Aristotle regarded it as the most basic of all principles. According to Diogenes Laërtius, Timon of Phlius called Heraclitus "the Riddler" (; ), saying Heraclitus wrote his book "rather unclearly" (asaphesteron); according to Timon, this was intended to allow only the "capable" to attempt it. Heraclitus wrote; "The lord whose is the oracle at Delphi neither speaks nor hides his meaning, but gives a sign". By the time of Cicero, this epithet became "The Dark" (; ) as he had spoken nimis obscurē, "too obscurely", concerning nature and had done so deliberately in order to be misunderstood; the customary English translation of the aforementioned, however, follows the Latin form, "The Obscure". The weeping philosopher A later tradition referred to Heraclitus as the "weeping philosopher", in contrast to Democritus, who is known as the "laughing philosopher"; this statement generally references their reaction to the folly of mankind. One possible origin of the pairing is the Cynic philosopher Menippus. Laërtius ascribes the theory that Heraclitus did not complete some of his works because of melancholia to Theophrastus, though in Theophrastus's time, the word "melancholia" denoted impulsiveness. If Stobaeus writes correctly, in the early 1st century, Sotion was already combining the two men in the duo the weeping and laughing philosophers; "Among the wise, instead of anger, Heraclitus was overtaken by tears, Democritus by laughter". The view is also expressed by the satirist Juvenal, who wrote; "The first of prayers, best known at all the temples, is mostly for riches ... Seeing this then do you not commend the one sage Democritus for laughing ... and the master of the other school Heraclitus for his tears?". The motif was also adopted by Lucian of Samosata in his "Sale of Creeds", in which the duo is sold together as a complementary product in a satirical auction of philosophers. Philosophy Heraclitus's philosophy's focus on change is commonly called "becoming", which can be contrasted with Parmenides' concept of "being". For this reason, Heraclitus and Parmenides are commonly considered to be two of the founders of ontology and the issue of the One and the Many, and thus pivotal in the history of Western philosophy and metaphysics. Diogenes Laërtius has a passage summarizing Heraclitus's philosophy, stating; "All things come into being by conflict of opposites, and the sum of things ( ta hola ("the whole")) flows like a stream". Logos The meaning of Logos (λόγος) is subject to interpretation; definitions include "word", "account", "principle", "plan", "formula", "measure", "proportion" and "reckoning." Though Heraclitus "quite deliberately plays on the various meanings of logos", there is no evidence he used it in a way that was significantly different from that in which it was used by contemporaneous speakers of Greek. Eduard Zeller's opinion of Heraclitean logos stated:λόγος  in my [Zeller's] opinion, refers indeed primarily to the discourse, but also to the contents of the discourse, the truth expressed in it; a confusion and identification of different ideas, united and apparently included in one word, which should least of all surprise us in Heraclitus. He [Heraclitus] says: "This discourse (the theory of the world laid down in his work) is not recognised by men, although it ever exists (i.e. that which always exists, contains the eternal order of things, the eternal truth), for although all happens according to it (and thus its truth is confirmed by all facts universally) men behave as if they had never had any experience of it, when words or things present themselves to them, as I here represent them" (when the views here brought forward are shown them by instruction or by their own perceptions) The later Stoics understood the Logos as "the account which governs everything"; Hippolytus, a Church Father in the 3rd century AD, identified it as meaning the Christian "Word of God", such as in John 1:1, "In the beginning was the Word (logos) and the Word was God". John Burnet viewed the relationship between Heraclitean logos and Johannine logos as fallacious, saying; "the Johannine doctrine of the logos has nothing to do with Herakleitos or with anything at all in Greek philosophy, but comes from the Hebrew Wisdom literature". Heraclitus's ideas about the Logos are expressed in three well-known but mysterious fragments, one of which states "For this reason it is necessary to follow what is common. But although the Logos is common, most people live as if they had their own private understanding (phronēsis)." He seems to say the Logos is a public fact like a proposition or formula, though he would not have considered these facts as abstract objects or immaterial things. One quote can even be read as a statement against making arguments ad hominem: "Listening not to me but to the Logos ...". Fire Like the Milesians before him, Thales with water, Anaximander with apeiron, and Anaximenes with air, Heraclitus considered fire as the Arche, the fundamental element that gave rise to the other elements, perhaps because living people are warm. Norman Melchert interpreted Heraclitus's use of "fire" metaphorically in lieu of Logos as the origin of all things. Other scholars see it as a metaphor for change. It is also speculated this shows the influence of Persian Zoroastrianism with its concept of Atar. According to Heraclitus, This quotation is the earliest use of kosmos in any extant Greek text. He also stated; and On Heraclitus using Fire as a new primary substance, Burnet writes: All this made it necessary for him to seek out a new primary substance. He wanted not merely something from which opposites could be "separated out," but something which of its own nature would pass into everything else, while everything else would pass in turn into it. This he found in Fire, and it is easy to see why, if we consider the phenomenon of combustion. The quantity of fire in a flame burning steadily appears to remain the same, the flame seems to be what we call a "thing." And yet the substance of it is continually changing. It is always passing away in smoke, and its place is always being taken by fresh matter from the fuel that feeds it. This is just what we want. If we regard the world as an "ever-living fire" (fr. 20), we can understand how it is always becoming all things, while all things are always returning to it. Unity of opposites In a seeming response to Anaximander, Heraclitus also believed in a unity of opposites. He characterized all existing entities by pairs of contrary properties. A recent reading of the ancient text shows that Heraclitus denounces the use of opposites in his strong criticism of natural language. According to Heraclitus, "Mortals are immortals and immortals are mortals, the one living the others' death and dying the others' life". This is taken to mean men are mortal gods and gods are immortal men. He also similarly compared sleep to death; "Man kindles a light for himself in the night-time, when he has died but is alive. The sleeper, whose vision has been put out, lights up from the dead; he that is awake lights up from the sleeping" and "All the things we see when awake are death, even as all we see in slumber are sleep". Strife is justice In this union of opposites, of both generation and destruction, Heraclitus called the oppositional processes (), "strife", and hypothesizes the apparently stable state, (), "justice", is a harmony of it. Anaximander described the same as injustice. Aristotle said Heraclitus disliked Homer because Homer wished that strife would leave the world, which according to Heraclitus would destroy the world; "there would be no harmony without high and low notes, and no animals without male and female, which are opposites". The One and the Many On Heraclitus' teachings of the one and many, Burnet writes; "The truth Herakleitos proclaimed was that the world is at once one and many, and that it is just the 'opposite tension' of the opposites that constitutes the unity of the One. It is the same conclusion as that of Pythagoras, though it is put in another way." Burnet also writes about Plato's understanding of Heraclitus:According to Plato, then, Herakleitos taught that reality was at once many and one. This was not meant as a logical principle. The identity which Herakleitos explains as consisting in difference is just that of the primary substance in all its manifestations. This identity had been realised already by the Milesians, but they had found a difficulty in the difference. Anaximander had treated the strife of opposites as an "injustice," and what Herakleitos set himself to show was that, on the contrary, it was the highest justice (fr. 62). Harmony In a metaphor and one of the earliest uses of a force in the history of philosophy, Heraclitus compares the union of opposites to a strung bow or lyre held in shape by an equilibrium of the string tension: "There is a harmony in the bending back ( palintropos) as in the case of the bow and the lyre". He claims this shows something true yet invisible about reality; "a hidden harmony is better than an apparent one." He also noted "the bow's name is life, though its work is death," a play on both bow and life being the same word as written – biós; further evidence of a continuous, written work. On the unity of opposites, Burnet says:The "strife of opposites" is really an "attunement" (armonia). From this it follows that wisdom is not a knowledge of many things, but the perception of the underlying unity of the warring opposites. That this really was the fundamental thought of Herakleitos is stated by Philo. He says: "For that which is made up of both the opposites is one; and, when the one is divided, the opposites are disclosed. Is not this just what the Greeks say their great and much belauded Herakleitos put in the forefront of his philosophy as summing it all up, and boasted of as a new discovery?" War Heraclitus is known as the first philosopher to characterize war as a positive occurrence, writing "Every beast is driven to pasture by blows". He also wrote: The way up is the way down Heraclitus also said; "The way up and the way down is one and the same" and "In writing, the course taken, straight and crooked, is one and the same". This can be interpreted in several ways. One interpretation is that it shows his monism, though a dialectical one. Heraclitus believed; "Listening not to me but to the Logos it is wise to agree that all things are one". He also said: Heraclitus's theory also illustrates the cyclical nature of reality and transformation, and a replacement of one element by another; "turnings of fire". This might be another "hidden harmony" and is more consistent with pluralism rather than monism. According to Heraclitus: This idea has also been interpreted as an advocation of relativism. Becoming A central aspect of the Heraclitean philosophy is recognition of the changing nature of objects with the flow of time. That is, Heraclitus recognized an impermanence called flux or "becoming"—contrasted with Parmenides "being" as that changeless behind the appearance of change—where nothing ever simply "is" but only ever is "becoming" something else. According to Plotinus, Heraclitus seems to say, paradoxically, change is what unites things, pointing to his ideas of the unity of opposites and the quotes "Even the kykeon falls apart if it is not stirred" and "Changing it rests". Panta rhei ("everything flows") Heraclitus is also credited with the phrase panta rhei (; "everything flows"). This aphorism that is used to characterize his thought comes from the neoplatonist Simplicius of Cilicia, and from Plato's Cratylus. The word rhei ("to stream") (as in rheology) is etymologically related to Rhea according to Plato's Cratylus. On Heraclitus' teachings on flux, Burnet writes:Fire burns continuously and without interruption. It is always consuming fuel and always liberating smoke. Everything is either mounting upwards to serve as fuel, or sinking downwards after having nourished the flame. It follows that the whole of reality is like an ever-flowing stream, and that nothing is ever at rest for a moment. The substance of the things we see is in constant change. Even as we look at them, some of the stuff of which they are composed has already passed into something else, while fresh stuff has come into them from another source. This is usually summed up, appropriately enough, in the phrase "All things are flowing" (panta rei), though this does not seem to be a quotation from Herakleitos. Plato, however, expresses the idea quite clearly. "Nothing ever is, everything is becoming"; "All things are in motion like streams"; "All things are passing, and nothing abides"; "Herakleitos says somewhere that all things pass and naught abides; and, comparing things to the current of a river, he says you cannot step twice into the same stream" (cf. fr. 41). these are the terms in which he describes the system. The River Heraclitus's philosophy has been illustrated using the image of a river. Three fragments attributed to him mention rivers: "It is impossible to step in the same river twice", "Ever-newer waters flow on those who step into the same rivers", and "We both step and do not step in the same rivers. We are and are not." However, some classicists and professors of ancient philosophy have disputed which of these fragments can truly be attributed to Heraclitus. The idea is referenced twice in Plato's Cratylus; rather than "flow" Plato uses chōrei (; ; "to change place"). "All entities move and nothing remains still" and "Everything changes and nothing remains still ... and ... you cannot step twice into the same stream". According to Aristotle, Cratylus went a step beyond his master's doctrine and said one cannot step into the same river once. Simplicius references it thus: "the natural philosophers who follow Heraclitus, keeping in view the perpetual flux of generation and the fact that all corporeal things are coming to be and departing and never really are (as Timaeus said too) claim that all things are always in flux and that you could not step twice in the same river". The German classicist and philosopher Karl-Martin Dietz interprets the metaphor as illustrating what is stable, rather than the usual interpretation of illustrating change. "You will not find anything, in which the river remains constant ... Just the fact, that there is a particular river bed, that there is a source and an estuary etc. is something, that stays identical. And this is ... the concept of a river." Professor of ancient philosophy M. M. McCabe has argued that the three statements on rivers should all be read as fragments from a discourse. McCabe suggests reading them as though they were arose in succession. McCabe writes that the three fragments, "could be retained, and arranged in an argumentative sequence". In McCabe's reading of the fragments, Heraclitus can be read as a philosopher capable of sustained argument, rather than just aphorism. The Sun Heraclitus expressed his idea of flux by saying the Sun is new every day, rather than thinking the same Sun will rise tomorrow. God and the soul By "God", Heraclitus does not mean a single deity as primum movens ("prime mover") of all things or God as Creator, the universe being eternal; he meant the divine as opposed to human, the immortal as opposed to the mortal and the cyclical as opposed to the transient. To him, it is arguably more accurate to speak of "the Divine" and not of "God". Heraclitus distinguishes between human laws and divine law ( ). He said both God and fire are "want and surfeit". In addition to seeing fire as the fundamental substance, he presents fire as the divine cosmos; fire is a substance and a motivator of change, and is active in altering other things. Heraclitus describes it as "the judging and convicting of all things". Judgment here is literally krinein (κρίνειν; "to separate"). In antiquity, this was interpreted to mean that eventually all things will be consumed by fire, a doctrine called ecpyrosis. Hippolytus sees the passage as a reference to divine judgment and Hell; he removes the human sense of justice from his concept of God: "To God all things are fair and good and just, but people hold some things wrong and some right". According to Heraclitus, God's custom has wisdom but human custom does not. Wisdom is "to know the thought by which all things are steered through all things", which must not imply people are or can be wise. Only Zeus is wise. To some degree, Heraclitus seems to be in the mystic's position of urging people to follow God's plan without much of an idea what that may be. There is a note of despair; "The fairest universe (; ) is but a heap of rubbish ( ) piled up ( ("poured out") at random ( "aimlessly")." Bertrand Russell presents Heraclitus as a mystic in his Mysticism and Logic. According to Heraclitus, there is the frivolity of a child in both man and God; he wrote, "Eternity is a child moving counters in a game; the kingly power is a child's". Nietzsche said this quotation means; "And as the child and the artist plays, so too plays the ever living fire, it builds up and tears down, in innocence—such is the game eternity plays with itself". This quotation may also be the reason for the story of Heraclitus giving up his kingship to his brother. Heraclitus also stated "human opinions are children's toys" and "Man is called a baby by God, even as a child [is called a baby] by a man". Heraclitus also states, "We should not act and speak like children of our parents", which Marcus Aurelius interpreted to mean one should not simply accept what others believe. Heraclitus regarded the soul as a mixture of fire and water, and that fire is the noble part of the soul and water is the ignoble part. A soul should therefore aim to become fuller of fire and less full of water: a "dry" soul was best. According to Heraclitus, worldly pleasures, such as drinking alcohol, made the soul "moist", and he considered mastery of one's worldly desires to be a noble pursuit that purified the soul's fire. The soul also has a self-increasing logos. He also believed we breathe in the logos, as Anaximenes would say, of air and the soul. Heraclitus stated; "It is hard to fight with one's heart's desire. Whatever it wishes to get, it purchases at the cost of soul." A famous quotation of Heraclitus, Ethos anthropoi daimon ("man's character is [his] fate") has led to numerous interpretations, and might mean one's luck is related to one's character. The translation of daimon in this context to mean "fate" is disputed; according to Thomas Cooksey, it lends much sense to Heraclitus' observations and conclusions about human nature in general. While the translation as "fate" is generally accepted as in Charles Kahn's "a man's character is his divinity", in some cases it may also refer to the soul of the departed. The senses Some writers have interpreted Heraclitus as a kind of proto-empiricist; this view is supported by some fragments, such as "the things that can be seen, heard and learned are what I prize the most", "The sun is the size that it appears", and "the width of a human foot". W. K. C. Guthrie disputes this interpretation, citing "Eyes and ears are bad witnesses to men who have barbarian souls". Heraclitus also said, "sight tells falsehoods" and "nature loves to hide". He also warned against hearsay, "Eyes are better witnesses than the ears". The sense of smell also seems to play a role in Heraclitus's philosophy; he stated; "If all things were turned to smoke, the nostrils would distinguish them" and "Souls smell in Hades". Influence Ancient philosophy Pre-Socratics Heraclitus's most famous follower was Cratylus, whom Plato presented as a linguistic naturalist, one who believes names must apply naturally to their objects. According to Aristotle, Cratylus took the view nothing can be said about the ever-changing world and "ended by thinking that one need not say anything, and only moved his finger". Cratylus may have thought continuous change warrants skepticism because one cannot define a thing that does not have a permanent nature. 20th-century linguistic philosophy saw a rise in considerations brought up by Cratylus in Plato's dialogue and offered the doctrine called Cratylism. Parmenides's poem argues change is impossible; he may have been referring to Heraclitus with such passages as "Undiscerning crowds, who hold that it is and is not the same, and all things travel in opposite directions!". The pluralists were the first to try and reconcile Heraclitus and Parmenides. Anaxagoras may have been influenced by Heraclitus in his refusal to separate the opposites. Empedocles's forces of Love and Hate were probably influenced by Heraclitus' Harmony and Strife. Empedocles is also credited with introducing the concept of the four classical elements, uniting his predecessors conceptions about arche: earth, air, fire, and water. The sophists such as Protagoras were also influenced by Heraclitus. They seemed to share his view of logos. Plato considered Heraclitus the intellectual predecessor of the sophists. Aristotle accuses Heraclitus of speaking in contradiction, and accused the sophists of applying contradiction to "all arts". Plato Plato is the most famous philosopher who tried to reconcile Heraclitus and Parmenides; through Plato, both of these figures influenced virtually all subsequent Western philosophy. Plato knew of Heraclitus through Cratylus and wrote his dialogue of the same name. Plato thought the views of Heraclitus meant no entity may occupy a single state at a single time and argued against Heraclitus as follows:How can that be a real thing which is never in the same state? ... for at the moment that the observer approaches, then they become other ... so that you cannot get any further in knowing their nature or state ... but if that which knows and that which is known exist ever ... then I do not think they can resemble a process or flux .... Plato seems to have been influenced by Heraclitus in his concept of the world as always changing and thus our inability to have knowledge of particulars, and by Parmenides in needing another world—the Platonic realm where things remain unchanging and universals exist as the objects of knowledge, the Forms. In the Symposium, Plato sounds much like Heraclitus: Even during the period for which any living being is said to live and retain his identity—as a man, for example, is called the same man from boyhood to old age—he does not in fact retain the same attributes, although he is called the same person: he is always becoming a new being and undergoing a process of loss and reparation, which affects his hair, his flesh, his bones, his blood and his whole body. And not only his body, but his soul as well. No man's character, habits, opinions desires pleasures pains and fears remain always the same: new ones come into existence and old ones disappear. Cynics Cynicism also was influenced by Heraclitus, who has several letters attributed to him in the Cynic epistles. Pyrrhonists Aenesidemus, one of the major ancient Pyrrhonist philosophers, claimed in a now-lost work that Pyrrhonism was a way to Heraclitean philosophy because Pyrrhonist practice helps one to see how opposites appear to be the case about the same thing. Once one sees this, it leads to understanding the Heraclitean view of opposites being the case about the same thing. A later Pyrrhonist philosopher, Sextus Empiricus, disagreed, arguing opposites' appearing to be the case about the same thing is not a dogma of the Pyrrhonists but a matter occurring to the Pyrrhonists, to the other philosophers, and to all of humanity. Stoics The Stoics believed major tenets of their philosophy derived from the thought of Heraclitus, "the importance of Heraclitus to later Stoics is evident most plainly in Marcus Aurelius." Explicit connections of the earliest Stoics to Heraclitus showing how they arrived at their interpretation are missing, but they can be inferred from the Stoic fragments, which Long concludes are "modifications of Heraclitus". The Stoics were interested in Heraclitus's treatment of fire. The earliest surviving Stoic work, the Hymn to Zeus of Cleanthes, a work transitional from pagan polytheism to the modern religions and philosophies, though not explicitly referencing Heraclitus, adopts what appears to be a modified version of the Heraclitean logos. Zeus rules the universe with law (nomos), wielding on its behalf the "forked servant", the "fire" of the "ever-living lightning"; none of this differs from the Zeus of Homer. According to Cleanthes, Zeus uses fire to "straighten out the common logos" that travels about (phoitan, "to frequent"), mixing with the greater and lesser lights (heavenly bodies); Heraclitus's logos was now confused with the "common nomos", which Zeus uses to "make the wrong (perissa, left or odd) right (artia, right or even)" and "order (kosmein) the disordered (akosma)". The Stoic modification of Heraclitus' idea of the Logos influenced Jewish philosophers such as Philo of Alexandria, who connected it to "Wisdom personified" as God's creative principle. Philo uses the term Logos throughout his treatises on Hebrew scripture in a manner clearly influenced by the Stoics. On the subject of Stoic modification of Heraclitus, Burnet writes: Another difficulty we have to face is that most of the commentators on Herakleitos mentioned in Diogenes were Stoics. Now, the Stoics held the Ephesian in peculiar veneration, and sought to interpret him as far as possible in accordance with their own system. Further, they were fond of "accommodating" the views of earlier thinkers to their own, and this has had serious consequences. In particular, the Stoic theories of the logos and the ekpyrosis are constantly ascribed to Herakleitos, and the very fragments are adulterated with scraps of Stoic terminology. Church Fathers The Church Fathers were the leaders of the early Christian Church during its first five centuries of existence, roughly contemporaneous to Stoicism under the Roman Empire. The works of dozens of writers in hundreds of pages have survived; all of them mentioned the Christian form of the Logos. The Catholic Church found it necessary to distinguish between the Christian logos and that of Heraclitus to distance itself from pagans and convert them to Christianity. Many Church Fathers were converted philosophers. Hippolytus of Rome identified Heraclitus along with the other Pre-Socratics and Academics as sources of heresy. In Refutation of All Heresies, one of the best sources on quotes from Heraclitus, Hippolytus says; "What the blasphemous folly is of Noetus, and that he devoted himself to the tenets of Heraclitus the Obscure, not to those of Christ". Hippolytus then present a quotation; "God (theos) is day and night, winter and summer ... but he takes various shapes, just as fire, when it is mingled with spices, is named according to the savor of each". The fragment seems to support pantheism if taken literally. German physicist and philosopher Max Bernard Weinstein classed Hippolytus's view as a predecessor of pandeism. Hippolytus condemns the obscurity of it; he could not accuse Heraclitus of heresy, saying; "Did not [Heraclitus] the Obscure anticipate Noetus in framing a system ...?" The apparent pantheist deity of Heraclitus must be equal to the union of opposites and therefore must be corporeal and incorporeal, divine and not-divine, dead and alive, etc., and the Trinity can only be reached by illusory shape-shifting. The Christian apologist Justin Martyr took a more positive view of Heraclitus. In his First Apology, he said both Socrates and Heraclitus were Christians before Christ: "those who lived reasonably are Christians, even though they have been thought atheists; as, among the Greeks, Socrates and Heraclitus, and men like them". Modern philosophy Heraclitus was considered an indispensable motif for philosophy through the modern period. Michel de Montaigne proposed two archetypical views of human affairs based on them, selecting Democritus's for himself. Heraclitus may have even been mentioned in William Shakespeare's The Merchant of Venice. Continental G. W. F. Hegel gave Heraclitus high praise; according to him, "the origin of philosophy is to be dated from Heraclitus". He attributed dialectics to Heraclitus rather than, as Aristotle did, to Zeno of Elea, saying; "There is no proposition of Heraclitus which I have not adopted in my Logic". Friedrich Engels, who associated with the Young Hegelians, also gave Heraclitus the credit for inventing dialectics, which are relevant to his own dialectical materialism. Ferdinand Lasalle was a socialist who was also influenced by Heraclitus. Friedrich Nietzsche was profoundly influenced by Heraclitus, as can be seen in his Philosophy in the Tragic Age of the Greeks. Nietzsche saw Heraclitus as a confident opposition to Anaximander's pessimism. Oswald Spengler was influenced by Nietzsche and also wrote a dissertation on Heraclitus. Martin Heidegger was also influenced by Heraclitus, as seen in his Introduction to Metaphysics, and took a very different interpretation than Nietzsche and several others. According to Heidegger; "In Heraclitus, to whom is ascribed the doctrine of becoming as diametrically opposed to Parmenides' doctrine of being, says the same as Parmenides". Analytic J. M. E. McTaggart's illustration of the A-series and B-series of time has been seen as an analogous application to time of Heraclitus and Parmenides views of all of reality, respectively. A. N. Whitehead's process philosophy according to some resembles the fragments of Heraclitus. Karl Popper wrote much on Heraclitus; both Popper and Heraclitus believed in invisible processes at work. Jungian psychology Carl Jung wrote Heraclitus "discovered the most marvellous of all psychological laws: the regulative function of opposites ... by which he meant that sooner or later everything runs into its opposite". Jung adopted this law, called enantiodromia, into his analytical psychology. He related it with Chinese classics, stating; "If the Western world had followed his lead, we would all be Chinese in our viewpoint instead of Christian. We can think of Heraclitus as making the switch between the East and the West." Jung suggested Heraclitus was named "the dark" not because his style was too difficult but "because he spoke too plainly" about the paradoxical nature of existence "and called life itself an 'ever-living fire'". Depictions in art Heraclitus has been portrayed several times in western art, especially as part of the weeping and laughing philosopher motif, and with globes. Italian Donato Bramante painted a fresco known as "Democritus and Heraclitus" in Casa Panigarola, Milan, in 1477. Heraclitus's most famous depiction in art is in Raphael's School of Athens, which was painted in around 1510. Raphael depicted Michelangelo as Heraclitus; he and Diogenes of Sinope are the only men to sit alone in the painting. Heraclitus seems to write a poem, though he also looks away from his pen and paper. Salvator Rosa also painted Democritus and Heraclitus, as did Luca Giordano, together and separately in the 1650s. Giuseppe Torretti sculpted busts of the same duo in 1705. Giuseppe Antonio Petrini painted "Weeping Heraclitus" circa 1750. German Franz Tymmermann in 1538 painted a weeping Heraclitus. Johann Christoph Ludwig Lücke sculpted busts of the same in the 1750s. Franz Xaver Messerschmidt also sculpted them. Dutch In 1619, the Dutch Cornelis van Haarlem also painted a laughing Democritus and weeping Heraclitus. Hendrick ter Brugghen's paintings of Heraclitus and Democritus separately in 1628 hang in the Rijksmuseum, and he also painted them together. Around 1630, Dutch painter Johannes Moreelse painted Heraclitus wringing his hands over a globe, sad at the state of the world, and another with Democritus laughing at one. Dirck van Baburen also painted the pair. Egbert van Heemskerck did as well. Flemish, French, and Spanish Peter Paul Rubens painted the pair twice in 1603. Nicolaes Pickenoy also painted the pair. French artists Étienne Parrocel and Charles-Antoine Coypel painted Heraclitus. Spaniard Jusepe de Ribera painted the pair in 1630. See also Quotes of Heraclitus (Apospásmata) Notes References Further reading Editions and translations Botten, Mick. (2012). Herakleitos – Logos Made Manifest, Upfront Publishing. All fragments, in Greek and English, with commentary and appendices Complete fragments of Heraclitus in English . Parallel Greek & English First edition: Heraclitus, editio maior. Mérida, Venezuela, 1967 Selected bibliography First published in 1892, this book has had dozens of editions and has been used as a textbook for decades. The first edition is downloadable from Google Books Dietz, Karl-Martin (2004): Metamorphosen des Geistes. Freies Geistesleben, Stuttgart 2004, Band 1: Prometheus der Vordenker: Vom göttlichen zum menschlichen Wissen. Band 2: Platon und Aristoteles. Das Erwachen des europäischen Denkens. Band 3: Heraklit von Ephesus und die Entwicklung der Individualität. Freies Geistesleben, Stuttgart, 2004, . Transcript of seminar in which two German philosophers analyze and discuss Heraclitus' texts. Kahn, Charles H. (1979). The Art and Thought of Heraclitus. Cambridge: Cambridge University Press. . Creative re-creation of Heraclitus' lost book, from the fragments Pyle, C. M. (1997). 'Democritus and Heraclitus: An Excursus on the Cover of this Book,' Milan and Lombardy in the Renaissance. Essays in Cultural History. Rome, La Fenice. (Istituto di Filologia Moderna, Università di Parma: Testi e Studi, Nuova Serie: Studi 1.) (Fortuna of the Laughing and Weeping Philosophers topos) Taylor, C. C. W. (ed.), Routledge History of Philosophy: From the Beginning to Plato, Vol. I, pp. 80–117. Master e-book ISBN, (Adobe eReader Format) and (Print Edition). External links Heraclitus bilingual anthology from DK in Greek and English, side by side, the translations being provided by the organization, Elpenor. Greek and English with DK numbers and commentary. Text and selected aphorisms in Greek, English, Italian and French. Selected fragments translated by Hooker. The fragments also cited in DK in Greek (Unicode) with the English translations of John Burnet (see Bibliography). Essay on the flux and fire philosophy of Heraclitus. Site with links to pdf's containing the fragments of DK in Greek (Unicode) with the English translations of John Burnet (see Bibliography) and translations into French, either in parallel columns or interlinear, with links on the lexical items to the Perseus Project dictionaries. Includes also Heraclitus article from Encyclopædia Britannica Eleventh Edition. Heraclitus' fragments rendered into the language of deductive logic on Triple Canopy (online magazine). 6th-century BC Greek people 6th-century BC philosophers 5th-century BC Greek people 5th-century BC philosophers 530s BC births 470s BC deaths Ancient Ephesians Ancient Greek cosmologists Ancient Greek ethicists Ancient Greek metaphilosophers Ancient Greek metaphysicians Ancient Greek physicists Ancient Greeks from the Achaemenid Empire Deaths from edema Ancient Greek epistemologists Founders of philosophical traditions History of ethics History of philosophy History of science Intellectual history Moral philosophers Natural philosophers Ontologists Philosophers of ancient Ionia Philosophers of ethics and morality Ancient Greek philosophers of mind Philosophers of religion Philosophers of time Ancient Greek political philosophers Presocratic philosophers Reality
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Harvey Mudd College (HMC) is a private college in Claremont, California, focused on science and engineering. It is part of the Claremont Colleges, which share adjoining campus grounds and resources. The college enrolls 902 undergraduate students , and awards the Bachelor of Science degree. The college was funded by the friends and family of Harvey Seeley Mudd, one of the initial investors in the Cyprus Mines Corporation, and named in his honor. Although involved in planning of the new institution, Mudd died before it opened in 1955. The campus was designed by Edward Durell Stone in a modernist style. Admission to Harvey Mudd is highly competitive, and the college is known for its intense academic culture. Graduates earn the highest mid-career salaries of any college or university in the United States, according to data from payscale.com. History Harvey Mudd was founded in 1955. Classes began in 1957, with a founding class of 48 students and one building–Mildred E. Mudd Hall, a dormitory. Classes and meals took place at CMC, and labs in the Baxter Science Building until additional buildings could be built: Jacobs Science Building (1959), Thomas-Garett Hall (1961) and Platt Campus Center (1963). By 1966, the campus had grown to 283 students and 43 faculty. Under the presidency of Maria Klawe, begun in 2006, Harvey Mudd became a leading advocate for women in STEM in higher education. In April 2017, all classes were canceled for two days in response to tensions on campus over workload, race issues, and mistrust of faculty. Contributing events included the deaths of two Mudd students and a Scripps student that year and the leak of a report on teaching, learning, and workload at Mudd. Campus The original buildings of campus, designed by Edward Durell Stone and completed in 1959, features "knobbly concrete squares that students of Harvey Mudd affectionately call 'warts' and use as hooks for skateboards." The school's unofficial mascot "Wally Wart" is an anthropomorphic concrete wart. In 2013, Travel and Leisure named the college as one of "America's ugliest college campuses" and noted that while Stone regarded his design as a "Modernist masterpiece" the result was "layering drab, slab-sided buildings with Beaux-Arts decoration." Academic buildings The official names for the academic buildings of Harvey Mudd College are: F.W. Olin Science Center Parsons Engineering Building R. Michael Shanahan Center for Teaching and Learning Jacobs Science Center W.M. Keck Laboratories Scott A. McGregor Computer Science Center Dormitories The official names for the dormitories of Harvey Mudd College are (listed in order of construction): Mildred E. Mudd Hall ("East") - 1957 West Hall ("West") - 1958 North Hall ("North") - 1959 Marks Residence Hall ("South") - 1968 J. L. Atwood Residence Hall ("Atwood") - 1981 Case Residence Hall ("Case") - 1985 Ronald and Maxine Linde Residence Hall ("Linde") - 1993 Frederick and Susan Sontag Residence Hall ("Sontag") - 2004 Wayne and Julie Drinkward Residence Hall ("Drinkward") - 2015 Until the addition of the Linde and Sontag dorms, Atwood and Case dorms were occasionally referred to as New Dorm and New Dorm II; Mildred E. Mudd Hall and Marks Hall are almost invariably referred to as East dorm and South dorm. During the construction of Case Dorm some students decided as a prank to move all of the survey stakes exactly six inches in one direction. "East" was the first dorm, but it wasn't until "West" was built west of it that it was actually referred to as "East". Then "North" was built, directly north of "East". When the fourth dorm (Marks) was built, there was one corner of the quad available (the northwest) and one directional name, "South", remaining. To this day "South" dorm is the northernmost HMC dorm. The fifth, sixth, seventh, eighth, and ninth dorms built are Atwood, Case, Linde, Sontag, and Drinkward, respectively. They were initially referred to as "the colonies" by some students, a reference to the fact that they were newer and at the farthest end of the campus; these dorms are now more commonly referred to as "the outer dorms." The college had initially purchased an apartment building adjacent to the newer dorms to house additional students, but it was demolished to make room for Sontag. Since any HMC student, regardless of class year, can live in any of the dormitories, several of the dorms have accumulated long-standing traditions and so-called 'personalities'. Academics HMC offers four-year degrees in chemistry, mathematics, physics, computer science, biology, and engineering, interdisciplinary degrees in mathematical biology, and joint majors in computer science and mathematics; physics and mathematics; or biology and chemistry. Students may also elect an Individual Program of Study (IPS) or an off-campus major offered by any of the other Claremont Colleges, provided one also completes a minor in one of the technical fields that Harvey Mudd offers as a major. All HMC students are required to take the college's Common Core Curriculum, typically throughout their freshman and sophomore years. This includes courses in computer science, engineering, biology, chemistry, physics, mathematics, writing, and a critical inquiry course. In 2018, the Chronicle of Higher Education reported that, in response to student "complaints first to mental-health counselors and then to outside evaluators", the college was "considering how to ease pressure on students without sacrificing rigor." Admissions For the class of 2023, the college received 4,045 applications and admitted 553 applicants (a 13.7% acceptance rate). Of the 224 freshmen who enrolled, the middle 50% of SAT scores were 780–800 in mathematics and 710–770 in critical reading, while the ACT Composite range was 33–35. Harvey Mudd, along with Wake Forest University, long held out as the last four-year colleges or universities in the U.S. to accept only SAT and not ACT test scores for admission. In August 2007, at the beginning of the application process for the class of 2012, HMC began accepting ACT results, a year after Wake Forest abandoned its former SAT-only policy. Due to the COVID-19 pandemic, Harvey Mudd waived the requirement for SAT or ACT scores for the graduating classes of 2021 or 2022. This policy was extended to the class of 2023. Rankings Harvey Mudd maintains the highest rate of science and engineering PhD production among all undergraduate colleges and second highest (Caltech ranks first and MIT third) compared to all universities and colleges, according to a 2008 report by the National Science Foundation. Washington Monthly ranked Harvey Mudd fifth in 2020 among 218 liberal arts colleges in the U.S. based on its contribution to the public good, as measured by social mobility, research, and promoting public service. Money magazine ranked Harvey Mudd 136th out of 744 in its "Best Colleges For Your Money 2019" report. In U.S. News & World Reports 2021 "America's Best Colleges" report, Harvey Mudd College is tied for the 25th best U.S. liberal arts college, is second among undergraduate engineering schools in the U.S. whose highest degree is a Master's, and is ranked as tied for sixth "Most Innovative School" among 50 liberal arts colleges evaluated. Forbes in 2019 rated it 23rd in its "America's Top Colleges" ranking of 650 military academies, national universities and liberal arts colleges. Among newer college rankings, Niche College Rankings ranks Harvey Mudd as the third best liberal arts college and 28th best college in the U.S. Also, according to payscale.com, Harvey Mudd graduates earn the highest mid-career salaries for a bachelor's degree among all colleges and universities (MIT, Naval Academy, Princeton, and Caltech round out the top 5). Tuition and other costs In 2021, Harvey Mudd's total annual cost of attendance (tuition, fees, and room and board) was $82,236. About 70% of freshmen receive financial aid. Athletics Athletes from Harvey Mudd compete alongside athletes from Claremont McKenna College and Scripps College as the Claremont-Mudd-Scripps Stags and Athenas (CMS). The teams participate in NCAA Division III in the Southern California Intercollegiate Athletic Conference (SCIAC). The mascot for the men's teams is Stanley the Stag, and the women's teams are the Athenas. Their colors are cardinal and gold. Athletics history According to the Division III Fall Learfield Director's Cup Standings for the 2016-2017 year, CMS ranks 12th among all Division III programs, and first among SCIAC colleges. Sports There are 21 men's and women's teams.Men's sports Baseball Basketball Cross Country Football Golf Soccer Swimming and Diving Tennis Track and Field Water PoloWomen's sports' Basketball Cross Country Golf Lacrosse Soccer Softball Swimming and Diving Tennis Track and Field Volleyball Water Polo Athletic facilities Baseball — Bill Arce Field Basketball and Volleyball — Roberts Pavilion Football and Lacrosse — John Zinda Field Softball — Softball Field Soccer — John Pritzlaff Field Aquatics — Matt M. Axelrood Pool Tennis — Biszantz Family Tennis Center Track and Field — Burns Track Complex Rivals The other sports combination of the Claremont Colleges, and CMS' primary rival, is the team made up of Pomona College and Pitzer College known as the Pomona-Pitzer Sagehens (PP). This is known to students as the Sixth Street Rivalry. Relations with Caltech The California Institute of Technology (Caltech), another school known for its strength in the natural sciences and engineering, is located away from Harvey Mudd College. From time to time, Mudders have been known to amuse themselves by pranking Caltech. For example, in 1986, students from Mudd stole a memorial cannon from Fleming House at Caltech (originally from the National Guard) by dressing as maintenance people and carting it off on a flatbed truck for "cleaning". Harvey Mudd eventually returned the cannon after Caltech threatened to take legal action. In 2006, Massachusetts Institute of Technology (MIT) replicated the prank and moved the same cannon to their campus in Cambridge, Massachusetts. Notable alumni Notable Harvey Mudd College alumni include: Donald D. Chamberlin (1966), Co-inventor of SQL Richard H. Jones (1972), Diplomat, U.S. Ambassador to Israel Stan Love (1987), Astronaut George "Pinky" Nelson (1972), Astronaut Sean “Day9” Plott, esports commentator and game designer Notable faculty See also Association of Independent Technological Universities References Bibliography External links Website of The Student Life, the 5C newspaper Official athletics website Claremont Colleges Claremont, California Universities and colleges in Los Angeles County, California Liberal arts colleges in California San Gabriel Valley Schools accredited by the Western Association of Schools and Colleges Educational institutions established in 1955 1955 establishments in California Science and technology in Greater Los Angeles Private universities and colleges in California
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A hub is the central part of a wheel that connects the axle to the wheel itself. Hub, The Hub, or hubs may refer to: Geography Pakistan Hub Tehsil, Balochistan, an administrative division Hub, Balochistan, capital city of the tehsil Hub Dam, in Balochistan Hub River, in Balochistan United States Hub, California, an unincorporated community Hub, Mississippi, an unincorporated community Elsewhere Hub Nunatak, Graham Land, Antarctica Buildings in the United States HUB Tower, Des Moines, Iowa Hub (Minneapolis, Minnesota), a residential apartment building in Minneapolis Hub Building, Burwell, Nebraska, on the National Register of Historic Places Organizations Harvard University Band Hogeschool-Universiteit Brussel, Belgium Hub International, a North American insurer Hub Power Company, first and largest Pakistani Independent Power Producer Transport Airline hub Transport hub Codes HUB, Guobiao abbreviation of Hubei, a province of China HUB, station code for Hunmanby railway station, Hunmanby, North Yorkshire, England hub, ISO 639-3 code for Huambisa language of Peru People Hub (given name), a list of people with the given name or nickname Hub (artist), artist and illustrator of Okko magazine Hub (bassist), American musician Leonard Nelson Hubbard (c. 1959–2021) Hub (wrestler), main ring name of Japanese professional wrestler Yuto Kigawa (born 1978) Other uses Hub (network science) Discovery Family, formerly "Hub Network", a US cable TV channel Kearney Hub, a daily newspaper published in Kearney, Nebraska Verizon Hub, a media phone See also The Hub (disambiguation) Hub City (disambiguation)
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The House of Hohenzollern (, also , , , ) is a German royal and from 1871 to 1918, imperial dynasty whose members were variously princes, electors, kings and emperors of Hohenzollern, Brandenburg, Prussia, the German Empire (respectively), and Romania. The family came from the area around the town of Hechingen in Swabia during the late 11th century and took their name from Hohenzollern Castle. The first ancestors of the Hohenzollerns were mentioned in 1061. The Hohenzollern family split into two branches, the Catholic Swabian branch and the Protestant Franconian branch, which ruled the Burgraviate of Nuremberg and later became the Brandenburg-Prussian branch. The Swabian branch ruled the principalities of Hohenzollern-Hechingen and Hohenzollern-Sigmaringen until 1849, and also ruled Romania from 1866 to 1947. Members of the Franconian branch became Margrave of Brandenburg in 1415 and Duke of Prussia in 1525. The Margraviate of Brandenburg and the Duchy of Prussia were ruled in personal union after 1618 and were called Brandenburg-Prussia. From there, the Kingdom of Prussia was created in 1701, eventually leading to the unification of Germany and the creation of the German Empire in 1871, with the Hohenzollerns as hereditary German Emperors and Kings of Prussia. Germany's defeat in World War I in 1918 led to the German Revolution. The Hohenzollerns were overthrown and the Weimar Republic was established, thus bringing an end to the German monarchy and Prussian monarchy. Georg Friedrich, Prince of Prussia is the current head of the formerly royal Prussian line, while Karl Friedrich, Prince of Hohenzollern is the head of the formerly princely Swabian line. County of Zollern Zollern, from 1218 Hohenzollern, was a county of the Holy Roman Empire. Later its capital was Hechingen. The Hohenzollerns named their estates after Hohenzollern Castle in the Swabian Alps. The Hohenzollern Castle lies on an 855 meters high mountain called Hohenzollern. It still belongs to the family today. The dynasty was first mentioned in 1061. According to the medieval chronicler Berthold of Reichenau, Burkhard I, Count of Zollern (de Zolorin) was born before 1025 and died in 1061. In 1095, Count Adalbert of Zollern founded the Benedictine monastery of Alpirsbach, situated in the Black Forest. The Zollerns received the Graf title from Emperor Henry V in 1111. As loyal vassals of the Swabian Hohenstaufen dynasty, they were able to significantly enlarge their territory. Count Frederick III (c. 1139 – c. 1200) accompanied Emperor Frederick Barbarossa against Henry the Lion in 1180, and through his marriage was granted the Burgraviate of Nuremberg by Emperor Henry VI in 1192. In about 1185, he married Sophia of Raabs, the daughter of Conrad II, Burgrave of Nuremberg. After the death of Conrad II who left no male heirs, Frederick III was granted Nuremberg as Burgrave Frederick I. In 1218, the burgraviate passed to Frederick's elder son Conrad I, he thereby became the ancestor of the Franconian Hohenzollern branch, which acquired the Electorate of Brandenburg in 1415. Counts of Zollern (1061–1204) until 1061: Burkhard I before 1125: Frederick I between ca. 1125 and 1142: Frederick II, eldest son of Frederick I between ca. 1143 and 1150–1155: Burkhard II, 2nd oldest son of Frederick I between ca. 1150–1155 and 1160: Gotfried of Zimmern, 4th oldest son of Frederick I before 1171 – c. 1200: Frederick III/I (son of Frederick II, also Burgrave of Nuremberg) After Frederick's death, his sons partitioned the family lands between themselves: Conrad I received the county of Zollern and exchanged it for the burgraviate of Nuremberg with his younger brother Frederick IV in 1218, thereby founding the Franconian branch of the House of Hohenzollern. Members of the Franconian line eventually became the Brandenburg-Prussia branch and later converted to Protestantism. Frederick IV received the burgraviate of Nuremberg in 1200 from his father and exchanged it for the county of Zollern in 1218 with his brother, thereby founding the Swabian branch of the House of Hohenzollern, which remains Catholic. Franconian branch The senior Franconian branch of the House of Hohenzollern was founded by Conrad I, Burgrave of Nuremberg (1186–1261). The family supported the Hohenstaufen and Habsburg rulers of the Holy Roman Empire during the 12th to 15th centuries, being rewarded with several territorial grants. Beginning in the 16th century, this branch of the family became Protestant and decided on expansion through marriage and the purchase of surrounding lands. In the first phase, the family gradually added to their lands, at first with many small acquisitions in the Franconian region of Germany: Ansbach in 1331 Kulmbach in 1340 In the second phase, the family expanded their lands further with large acquisitions in the Brandenburg and Prussian regions of Germany and present-day Poland: Margraviate of Brandenburg in 1417 Duchy of Prussia in 1525 These acquisitions eventually transformed the Franconian Hohenzollerns from a minor German princely family into one of the most important dynasties in Europe. From 8 January 1701 the title of Elector of Brandenburg was attached to the title of King in Prussia and, from 13 September 1772, to that of King of Prussia. Burgraves of Nuremberg (1192–1427) 1192–1200/1204: Frederick I (also count of Zollern as Frederick III) 1204–1218: Frederick II (son of, also count of Zollern as Frederick IV) 1218–1261/1262: Conrad I/III (brother of, also count of Zollern) 1262–1297: Frederick III (c. 1220–1297), son of 1297–1300: John I (c. 1279–1300), son of 1300–1332: Frederick IV (1287–1332), brother of 1332–1357: John II (c. 1309–1357), son of 1357–1397: Frederick V (before 1333–1398), son of At Frederick V's death on 21 January 1398, his lands were partitioned between his two sons: 1397–1420: John III/I (son of, also Margrave of Brandenburg-Kulmbach) 1397–1427: Frederick VI/I/I, (brother of, also Elector and Margrave of Brandenburg, also Margrave of Brandenburg-Ansbach and Brandenburg-Kulmbach) After John III/I's death on 11 June 1420, the margraviates of Brandenburg-Ansbach and Brandenburg-Kulmbach were briefly reunited under Frederick VI/I/I. He ruled the Margraviate of Brandenburg-Ansbach after 1398. From 1420, he became Margrave of Brandenburg-Kulmbach. From 1411 Frederick VI became governor of Brandenburg and later Elector and Margrave of Brandenburg as Frederick I. Upon his death on 21 September 1440, his territories were divided among his sons: Frederick II, Elector of Brandenburg Albert III, Elector of Brandenburg and Margrave of Brandenburg-Ansbach John II, Margrave of Brandenburg-Kulmbach In 1427 Frederick, Elector of Brandenburg sold Nuremberg Castle and his rights as burgrave to the Imperial City of Nuremberg. The territories of Brandenburg-Ansbach and Brandenburg-Kulmbach remained possessions of the family, once parts of the Burgraviate of Nuremberg. Margraves of Brandenburg-Ansbach (1398–1791) 1398–1440: Frederick I (also Margrave of Brandenburg-Kulmbach) 1440–1486: Albert I/I/III Achilles (son of, also Margrave of Brandenburg-Kulmbach and Elector of Brandenburg) 1486–1515: Frederick II/II (son of, also Margrave of Brandenburg-Kulmbach) 1515–1543: George I/I the Pious (son of, also Duke of Brandenburg-Jägerndorf) 1543–1603: George Frederick I/I/I/I (son of, also Margrave of Brandenburg-Kulmbach, Duke of Brandenburg-Jägerndorf and Regent of Prussia) 1603–1625: Joachim Ernst (1583–1625), son of John George of Brandenburg 1625–1634: Frederick III (1616–1634), son of 1634–1667: Albert II, brother of 1667–1686: John Frederick (1654–1686), son of 1686–1692: Christian I Albrecht, son of 1692–1703: George Frederick II/II (brother of, later Margrave of Brandenburg-Kulmbach) 1703–1723: William Frederick (before 1686–1723), brother of 1723–1757: Charles William (1712–1757), son of 1757–1791: Christian II Frederick (1736–1806) (son of, also Margrave of Brandenburg-Kulmbach) On 2 December 1791, Christian II Frederick sold the sovereignty of his principalities to King Frederick William II of Prussia. Margraves of Brandenburg-Kulmbach (1398–1604), later Brandenburg-Bayreuth (1604–1791) 1398–1420: John I (c. 1369–1420), son of Frederick V of Nuremberg 1420–1440: Frederick I (also Margrave of Brandenburg-Ansbach) 1440–1457: John II (1406–1464), son of 1457–1486: Albert I/I/III Achilles (also Margrave of Brandenburg-Ansbach and Elector of Brandenburg) 1486–1495: Siegmund (1468–1495), son of 1495–1515: Frederick II/II (also Margrave of Brandenburg-Ansbach) 1515–1527: Casimir (1481–1527), son of 1527–1553: Albert II Alcibiades (1522–1557), son of 1553–1603: George Frederick I/I/I/I (also Margrave of Brandenburg-Ansbach, Duke of Brandenburg-Jägerndorf and Regent of Prussia) 1603–1655: Christian I (1581–1655), son of John George, of Brandenburg 1655–1712: Christian II Ernst (1644–1712), son of Erdmann August 1712–1726: George I William (1678–1726), son of 1726–1735: George Frederick II/II (previously Margrave of Kulmbach) 1735–1763: Frederick IV (1711–1763), son of 1763–1769: Frederick V Christian (1708–1769), son of Christian Heinrich 1769–1791: Charles Alexander (also Margrave of Brandenburg-Ansbach) On 2 December 1791, Charles Alexander sold the sovereignty of his principalities to King Frederick William II of Prussia. Dukes of Jägerndorf (1523–1622) The Duchy of Jägerndorf (Krnov) was purchased in 1523. 1541–1543: George I the Pious (also Margrave of Brandenburg-Ansbach) 1543–1603: George Frederick I (also Margrave of Brandenburg-Ansbach, Margrave of Brandenburg-Kulmbach and Regent of Prussia) 1603–1606: Joachim I (also Regent of Prussia and Elector of Brandenburg) 1606–1621: Johann Georg von Brandenburg The duchy of Jägerndorf was confiscated by Emperor Ferdinand III in 1622. Brandenburg-Prussian branch Margraves of Brandenburg (1415–1619) In 1411, Frederick VI, Burgrave of Nuremberg was appointed governor of Brandenburg in order to restore order and stability. At the Council of Constance in 1415, King Sigismund elevated Frederick to the rank of Elector and Margrave of Brandenburg as Frederick I. Margraves of Brandenburg-Küstrin (1535–1571) The short-lived Margraviate of Brandenburg-Küstrin was set up as a secundogeniture of the House of Hohenzollern. 1535–1571: John the Wise, Margrave of Brandenburg-Küstrin (son of Joachim I Nestor, Elector of Brandenburg). He died without issue. The Margraviate of Brandenburg-Küstrin was absorbed in 1571 into Brandenburg. Margraves of Brandenburg-Schwedt (1688–1788) Although recognized as a branch of the dynasty since 1688, the Margraviate of Brandenburg-Schwedt remained subordinate to the electors, and was never an independent principality. 1688–1711: Philip William, Prince in Prussia, Margrave of Brandenburg-Schwedt (son of Frederick William, Elector of Brandenburg) 1731–1771: Frederick William, Prince in Prussia, Margrave of Brandenburg-Schwedt (son of) 1771–1788: Frederick Henry, Prince in Prussia, Margrave of Brandenburg Schwedt (brother of) Dukes of Prussia (1525–1701) In 1525, the Duchy of Prussia was established as a fief of the King of Poland. Albert of Prussia was the last Grand Master of the Teutonic Knights and the first Duke of Prussia. He belonged to the Ansbach branch of the dynasty. The Duchy of Prussia adopted Protestantism as the official state religion. 1525–1568: Albert I 1568–1618: Albert II Frederick co-heir (son of) 1568–1571: Joachim I/II Hector co-heir (also Elector of Brandenburg) 1578–1603: George Frederick I/I/I/I (Regent, also Margrave of Brandenburg-Ansbach, Margrave of Brandenburg-Kulmbach and Duke of Brandenburg-Jägerndorf) 1603–1608: Joachim I/I/III Frederick (Regent, also Duke of Brandenburg-Jägerndorf and Elector of Brandenburg) 1608–1618: John Sigismund (Regent, also Elector of Brandenburg) 1618–1619: John Sigismund (Regent, also Elector of Brandenburg, after 1618 Brandenburg-Prussia) 1619–1640: George William I/I (son of, also Elector of Brandenburg) 1640–1688: Frederick I/III William the Great Elector (son of, also Elector of Brandenburg) 1688–1701: Frederick II/IV/I (also Elector of Brandenburg and King in Prussia) From 1701, the title of Duke of Prussia was attached to the title of King in and of Prussia. Kings in Prussia (1701–1772) In 1701, the title of King in Prussia was granted, without the Duchy of Prussia being elevated to a Kingdom within the Holy Roman Empire. From 1701 onwards the titles of Duke of Prussia and Elector of Brandenburg were always attached to the title of King in Prussia. The Duke of Prussia adopted the title of king as Frederick I, establishing his status as a monarch whose royal territory lay outside the boundaries of the Holy Roman Empire, with the assent of Emperor Leopold I: Frederick could not be "King of Prussia" because part of Prussia's lands were under the suzerainty of the Crown of the Kingdom of Poland. In the age of absolutism, most monarchs were obsessed with the desire to emulate Louis XIV of France with his luxurious palace at Versailles. In 1772, the Duchy of Prussia was elevated to a kingdom. Kings of Prussia (1772–1918) Frederick William's successor, Frederick the Great gained Silesia in the Silesian Wars so that Prussia emerged as a great power. The king was strongly influenced by French culture and civilization and preferred the French language. In 1772, the title King of Prussia was assumed. From 1772 onwards the titles of Duke of Prussia and Elector of Brandenburg were always attached to the title King of Prussia. In 1871, the Kingdom of Prussia became a constituent member of the German Empire, and the King of Prussia gained the additional title of German Emperor. German Emperors (1871–1918) In 1871, the German Empire was proclaimed. With the accession of William I to the newly established imperial German throne, the titles of King of Prussia, Duke of Prussia and Elector of Brandenburg were always attached to the title of German Emperor. Prussia's Minister President Otto von Bismarck convinced William that German Emperor instead of Emperor of Germany would be appropriate. He became primus inter pares among other German sovereigns. William II intended to develop a German navy capable of challenging Britain's Royal Navy. The assassination of Archduke Franz Ferdinand of Austria on 28 June 1914 set off the chain of events that led to World War I. As a result of the war, the German, Russian, Austro-Hungarian and Ottoman empires ceased to exist. In 1918, the German empire was abolished and replaced by the Weimar Republic. After the outbreak of the German revolution in 1918, both Emperor William II and Crown Prince William signed the document of abdication. Brandenburg-Prussian branch since 1918 abdication In June 1926, a referendum on expropriating the formerly ruling princes of Germany without compensation failed and as a consequence, the financial situation of the Hohenzollern family improved considerably. A settlement between the state and the family made Cecilienhof property of the state but granted a right of residence to Crown Prince Wilhelm and his wife Cecilie. The family also kept the ownership of Monbijou Palace in Berlin, Oleśnica Castle in Silesia, Rheinsberg Palace, Schwedt Palace and other property until 1945. Since the abolition of the German monarchy, no Hohenzollern claims to imperial or royal prerogatives are recognized by Germany's Basic Law for the Federal Republic of Germany of 1949, which guarantees a republic. The communist government of the Soviet occupation zone expropriated all landowners and industrialists; the House of Hohenzollern lost almost all of its fortune, retaining a few company shares and Hohenzollern Castle in West Germany. The Polish government appropriated the Silesian property and the Dutch government seized Huis Doorn, the Emperor's seat in exile. After German reunification, however, the family was legally able to reclaim their portable property, namely art collections and parts of the interior of their former palaces. Negotiations on the return of or compensation for these assets are not yet completed. The Berlin Palace, home of the German monarchs, was rebuilt in 2020. The Berlin Palace and the Humboldt Forum are located in the middle of Berlin. Order of succession The head of the house is the titular King of Prussia and German Emperor. He also bears a historical claim to the title of Prince of Orange. Members of this line style themselves princes of Prussia. Georg Friedrich, Prince of Prussia, the current head of the royal Prussian House of Hohenzollern, was married to Princess Sophie of Isenburg on 27 August 2011. On 20 January 2013, she gave birth to twin sons, Carl Friedrich Franz Alexander and Louis Ferdinand Christian Albrecht, in Bremen. Carl Friedrich, the elder of the two, is the heir apparent. Royal House of Hohenzollern table Swabian branch The cadet Swabian branch of the House of Hohenzollern was founded by Frederick IV, Count of Zollern. The family ruled three territories with seats at, respectively, Hechingen, Sigmaringen and Haigerloch. The counts were elevated to princes in 1623. The Swabian branch of the Hohenzollerns is Roman Catholic. Affected by economic problems and internal feuds, the Hohenzollern counts from the 14th century onwards came under pressure by their neighbors, the Counts of Württemberg and the cities of the Swabian League, whose troops besieged and finally destroyed Hohenzollern Castle in 1423. Nevertheless, the Hohenzollerns retained their estates, backed by their Brandenburg cousins and the Imperial House of Habsburg. In 1535, Count Charles I of Hohenzollern (1512–1576) received the counties of Sigmaringen and Veringen as Imperial fiefs. In 1576, when Charles I, Count of Hohenzollern died, his county was divided to form the three Swabian branches. Eitel Frederick IV took Hohenzollern with the title of Hohenzollern-Hechingen, Karl II took Sigmaringen and Veringen, and Christopher got Haigerloch. Christopher's family died out in 1634. Eitel Frederick IV of Hohenzollern-Hechingen (1545–1605) Charles II of Hohenzollern-Sigmaringen (1547–1606) Christopher of Hohenzollern-Haigerloch (1552–1592) In 1695, the remaining two Swabian branches entered into an agreement with the Margrave of Brandenburg, which provided that if both branches became extinct, the principalities should fall to Brandenburg. Because of the Revolutions of 1848, Constantine, Prince of Hohenzollern-Hechingen and Karl Anton, Prince of Hohenzollern-Sigmaringen abdicated their thrones in December 1849. The principalities were ruled by the Kings of Prussia from December 1849 onwards, with the Hechingen and Sigmaringen branches obtaining official treatment as cadets of the Prussian royal family. The Hohenzollern-Hechingen branch became extinct in 1869. A descendant of this branch was Countess Sophie Chotek, morganatic wife of Archduke Franz Ferdinand of Austria-Lotharingen. Counts of Hohenzollern (1204–1575) In 1204, the County of Hohenzollern was established out of the fusion of the County of Zollern and the Burgraviate of Nuremberg. The Swabian branch inherited the county of Zollern and, being descended from Frederick I of Nuremberg, were all named "Friedrich" down through the 11th generation. Each one's numeral is counted from the first Friedrich to rule his branch's appanage. The most senior of these in the 12th century, Count Frederick VIII (d. 1333), had two sons, the elder of whom became Frederick IX (d. 1379), first Count of Hohenzollern, and fathered Friedrich X who left no sons when he died in 1412. But the younger son of Friedrich VIII, called Friedrich of Strassburg, uniquely, took no numeral of his own, retaining the old title "Count of Zollern" and pre-deceased his brother in 1364/65. Prince Wilhelm Karl zu Isenburg's 1957 genealogical series, Europäische Stammtafeln, says Friedrich of Strassburg shared, rather, in the rule of Zollern with his elder brother until his premature death. It appears, but is not stated, that Strassburg's son became the recognized co-ruler of his cousin Friedrich X (as compensation for having received no appanage and/or because of incapacity on the part of Friedrich X) and, as such, assumed (or is, historically, attributed) the designation Frederick XI although he actually pre-deceased Friedrich X, dying in 1401. Friedrich XI, however, left two sons who jointly succeeded their cousin-once-removed, being Count Frederick XII (d. childless 1443) and Count Eitel Friedrich I (d. 1439), the latter becoming the ancestor of all subsequent branches of the Princes of Hohenzollern. 1204–1251/1255: Frederick IV, also Burgrave of Nuremberg as Frederick II until 1218 1251/1255–1289: Frederick V 1289–1298: Frederick VI (d. 1298), son of 1298–1309: Frederick VII (d. after 1309), son of 1309–1333: Frederick VIII (d. 1333), brother of 1333–1377: Frederick IX 1377–1401: Frederick XI 1401–1426: Frederick XII 1426–1439: Eitel Frederick I, brother of 1433–1488: Jobst Nicholas I (1433–1488), son of 1488–1512: Eitel Frederick II (c. 1452–1512), son of 1512–1525: Eitel Frederick III (1494–1525), son of 1525–1575: Charles I (1516–1576), son of In the 12th century, a son of Frederick I secured the county of Hohenberg. The county remained in the possession of the family until 1486. The influence of the Swabian line was weakened by several partitions of its lands. In the 16th century, the situation changed completely when Eitel Frederick II, a friend and adviser of the emperor Maximilian I, received the district of Haigerloch. His grandson Charles I was granted the counties of Sigmaringen and Vehringen by Charles V. Counts, later Princes of Hohenzollern-Hechingen (1576–1849) The County of Hohenzollern-Hechingen was established in 1576 with allodial rights. It included the original County of Zollern, with the Hohenzollern Castle and the monastery at Stetten. In December 1849, the ruling princes of both Hohenzollern-Hechingen and Hohenzollern-Sigmaringen abdicated their thrones, and their principalities were incorporated as the Prussian province of Hohenzollern. The Hechingen branch became extinct in dynastic line with Konstantin's death in 1869. Counts of Hohenzollern-Haigerloch (1576–1634 and 1681–1767) The County of Hohenzollern-Haigerloch was established in 1576 without allodial rights. 1576–1601 : Christopher (1552–1592), son of Charles I of Hohenzollern 1601–1623 : John Christopher (1586–1620), son of 1601–1634 : Charles (1588–1634) Between 1634 and 1681, the county was temporarily integrated into the principality of Hohenzollern-Sigmaringen. 1681–1702: Francis Anthony, Count of Hohenzollern-Haigerloch 1702–1750: Ferdinand Leopold, Count of Hohenzollern-Sigmaringen 1750–1767: Francis Christopher Anton, Count of Hohenzollern-Sigmaringen Upon the death of Francis Christopher Anton in 1767, the Haigerloch territory was incorporated into the principality of Hohenzollern-Sigmaringen. Counts, later Princes of Hohenzollern-Sigmaringen (1576–1849) The County of Hohenzollern-Sigmaringen was established in 1576 with allodial rights and a seat at Sigmaringen Castle. In December 1849, sovereignty over the principality was yielded to the Franconian branch of the family and incorporated into the Kingdom of Prussia, which accorded status as cadets of the Prussian Royal Family to the Swabian Hohenzollerns. The last ruling Prince of Hohenzollern-Sigmaringen, Karl Anton, would later serve as Minister President of Prussia between 1858 and 1862. House of Hohenzollern-Sigmaringen after 1849 The family continued to use the title of Prince of Hohenzollern-Sigmaringen. After the Hechingen branch became extinct in 1869, the Sigmaringen branch adopted title of Prince of Hohenzollern. 1849–1885: Karl Anton (1811–1885) 1885–1905: Leopold (1835–1905), son of 1905–1927: William (1864–1927), son of 1927–1965: Frederick (1891–1965), son of 1965–2010: Friedrich Wilhelm (1924–2010), son of 2010–present: Karl Friedrich (1952–), son of heir apparent: Alexander In 1866, Prince Charles of Hohenzollern-Sigmaringen was chosen prince of Romania, becoming King Carol I of Romania in 1881. Charles's elder brother, Leopold, Prince of Hohenzollern, was offered the Spanish throne in 1870 after a revolt exiled Isabella II in 1868. Although encouraged by Bismarck to accept, Leopold declined in the face of French opposition. Nonetheless, Bismarck altered and then published the Ems telegram to create a casus belli: France declared war, but Bismarck's Germany won the Franco-Prussian War. The head of the Sigmaringen branch (the only extant line of the Swabian branch of the dynasty) is Karl Friedrich, styled His Serene Highness The Prince of Hohenzollern. His official seat is Sigmaringen Castle. Kings of the Romanians Reigning (1866–1947) The Principality of Romania was established in 1862, after the Ottoman vassal states of Wallachia and Moldavia had been united in 1859 under Alexandru Ioan Cuza as Prince of Romania in a personal union. He was deposed in 1866 by the Romanian parliament. Prince Charles of Hohenzollern-Sigmaringen was invited to become reigning Prince of Romania in 1866. In 1881 he became Carol I, King of Romania. Carol I had an only daughter who died young, so the younger son of his brother Leopold, Prince Ferdinand of Hohenzollern-Sigmaringen, would succeed his uncle as King of Romania in 1914, and his descendants, having converted to the Orthodox Church, continued to reign there until the end of the monarchy in 1947. Succession since 1947 In 1947, the King Michael I abdicated and the country was proclaimed a People's Republic. Michael did not press his claim to the defunct Romanian throne, but he was welcomed back to the country after half a century in exile as a private citizen, with substantial former royal properties being placed at his disposal. However, his dynastic claim was not recognized by post-Communist Romanians. On 10 May 2011, King Michael I severed the dynastic ties between the Romanian Royal Family and the House of Hohenzollern-Sigmaringen. After that the branch of the Hohenzollerns was dynastically represented only by the last king Michael, and his daughters. Having no sons, he declared that his dynastic heir, instead of being a male member of the Hohenzollern-Sigmaringen princely family to which he formerly belonged patrilineally and in accordance with the last Romanian monarchical constitution, should be his eldest daughter Margareta. The royal house remains popular in Romania and in 2014 Prime Minister Victor Ponta promised a referendum on whether or not to reinstate the monarchy if he were re-elected. Residences Palaces of the Prussian Hohenzollerns Palaces of the Franconian branches Palaces of the Swabian Hohenzollerns Property claims In mid-2019, it was revealed that Prince Georg Friedrich, Prince of Prussia, Head of the House of Hohenzollern had filed claims for permanent right of residency for his family in Cecilienhof, or one of two other Hohenzollern palaces in Potsdam, as well as return of the family library, 266 paintings, an imperial crown and sceptre, and the letters of Empress Augusta Victoria. Central to the argument was that Monbijou Palace, which had been permanently given to the family following the fall of the Kaiser, was demolished by the East German government in 1959. Lawyers for the German state argued that the involvement of members of the family in National Socialism had voided any such rights. In June 2019, a claim made by Prince Georg Friedrich that Rheinfels Castle be returned to the Hohenzollern family was dismissed by a court. In 1924, the ruined Castle had been given by the state of Rhineland-Palatinate to the town of St Goar, under the provision it was not sold. In 1998, the town leased the ruins to a nearby hotel. His case made the claim that this constituted a breach of the bequest. Coats of arms Members of the family after abdication Royal Prussian branch Prince Franz Wilhelm of Prussia (1943–) Prince Frederick of Prussia (1911–1966) Georg Friedrich, Prince of Prussia (1976–) Prince Hubertus of Prussia (1909–1950) Princess Kira of Prussia (1943–2004) Louis Ferdinand, Prince of Prussia (1907–1994) Prince Louis Ferdinand of Prussia (1944–1977) Prince Michael of Prussia (1940–2014) Prince Oskar of Prussia (1959–) Wilhelm, Prince of Prussia (1882–1951) Prince Wilhelm of Prussia (1906–1940) Prince Wilhelm-Karl of Prussia (1922–2007) Princely Swabian branch Princess Augusta Victoria of Hohenzollern (1890–1966) Prince Ferfried of Hohenzollern (1943–) Frederick, Prince of Hohenzollern (1891–1965) Friedrich Wilhelm, Prince of Hohenzollern (1924–2010) Prince Johann Georg of Hohenzollern (1932–2016) Karl Friedrich, Prince of Hohenzollern (1952–) See also Coat of arms of Prussia Family tree of the German monarchs House Order of Hohenzollern Iron Cross Order of the Black Eagle and Suum cuique Order of the Crown (Prussia) and Gott mit uns Order of the Red Eagle Prussian Army Peleș Castle Wilhelm-Orden Notes References Further reading Bogdan, Henry. Les Hohenzollern : La dynastie qui a fait l'Allemagne (1061–1918) Carlyle, Thomas. A Short Introduction to the House of Hohenzollern (2014) Clark, Christopher. Iron Kingdom: The Rise and Downfall of Prussia, 1600–1947 (2009), standard scholarly history Koch, H. W. History of Prussia'' (1987), short scholarly history External links Official website of the imperial house of Germany and royal house of Prussia Official website of the princely house of Hohenzollern-Sigmaringen (in German) Official website of the royal house of Romania (in Romanian) Hohenzollern Castle Sigmaringen Castle Info about the House of Hohenzollern European Heraldry page Hohenzollern heraldry page |- |- |- Monarchy in Germany
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The Houston Texans are a professional American football team based in Houston. The Texans compete in the National Football League (NFL) as a member club of the American Football Conference (AFC) South division, and play their home games at NRG Stadium. The Texans were founded in 1999, and were owned by Bob McNair until his death in 2018; following McNair's death, the majority ownership of the team went to his wife, Janice. The team replaced the city's previous NFL franchise, the Houston Oilers, who played from 1960 to 1996 before moving to Nashville and eventually becoming the Tennessee Titans. The Texans began play as an expansion team in , making them the youngest franchise currently competing in the NFL. While the Texans mainly struggled in their first decade of play, they found success in the 2011 season, winning their first division championship and clinching their first playoff berth. The Texans have gone on to win five more AFC South championships in 2012, 2015, 2016, 2018, and 2019. They are the only franchise to have never won a road playoff game along with the only one to have never appeared in a conference championship game; they are also one of four franchises to never have appeared in a Super Bowl. Franchise history In 1997, Houston entrepreneur Bob McNair had a failed bid to bring a National Hockey League (NHL) expansion team to the city, and Bud Adams relocated the city's NFL team, the Houston Oilers, to Nashville, Tennessee, where they were renamed the Tennessee Titans in 1999. In 1996, the Cleveland Browns had controversially relocated to become the Baltimore Ravens. As part of the settlement between the NFL, the city of Cleveland, and the team owned by Art Modell, the league promised to return football to Cleveland within the next three years. In order to even out the franchises to 32, the NFL contemplated adding another expansion franchise. As Houston was one of the favorites for the extra franchise, along with Toronto and Los Angeles (the latter of whom had lost the Rams and the Raiders in 1995), McNair then decided to join the football project and founded Houston NFL Holdings with partner Steve Patterson. With Houston Livestock Show and Rodeo, they would push for a domed stadium as part of the bid to lure the NFL back to Houston. On October 6, 1999, the NFL awarded the 32nd team to Houston at a cost of $700 million. The Houston Texans joined the NFL in the 2002 season, playing at the newly opened Reliant Stadium under head coach Dom Capers. With their opening game victory over the Dallas Cowboys on September 8, 2002, the Texans became the first expansion team to win its opening game since the Minnesota Vikings beat the Chicago Bears in 1961. While the team struggled in its early seasons, results began to improve when native Houstonian Gary Kubiak became the head coach in 2006. The Texans finished with a .500 season (8–8) in 2007 and 2008, and nearly qualified for the 2009–10 playoffs with a 9–7 result in 2009. The Texans started the 2010 season on a 4–2 record going into a Week 7 bye week, but promptly collapsed 2–8 in the second half of the season, finishing 6–10. In the 2011 NFL Draft, the Texans acquired Wisconsin star defensive end J. J. Watt 11th overall. The following season, former Cowboys head coach Wade Phillips was hired as the defensive coordinator for the Texans, and the improved defense led to them finishing 10–6, winning their first AFC South title. The Texans then beat wild card Cincinnati Bengals 31–10 in the first round of the 2011–12 playoffs, before a 20–13 defeat by the Ravens in the Divisional Round. The Texans surged as the team to beat in the AFC South in , starting 5–0 and holding an 11–1 record by week 14. However, they lost three of their last four games to finish 12–4; beating the rival Indianapolis Colts in that four-game stretch allowing them to clinch their 2nd AFC South title. The Texans beat the Bengals again in the wild-card round, but they lost in the Divisional Round to the New England Patriots. In the 2013 NFL Draft, the Texans acquired Clemson wide receiver DeAndre Hopkins 27th overall. In 2013, the Texans started 2–0 but went into a tailspin and lost every game afterwards. Kubiak was fired as head coach after being swept by the rival Jacksonville Jaguars, who themselves started 0–8. Wade Phillips filled in as head coach, but the Texans' poor form did not change, and they finished 2–14, tying, with 2005, their worst record in franchise history. The 14-game losing streak is the worst in franchise history. The Texans entered the 2014 season with a 14-game losing streak. Former Penn State head coach Bill O'Brien became the Texans' new head coach, and the third in franchise history, during the offseason. In 2014, the Texans won three of their first four games, defeating the Redskins in the season opener, the Raiders, and the Bills, losing to the New York Giants. They lost three of their next four games, losing to the Dallas Cowboys, the Indianapolis Colts, and the Pittsburgh Steelers, respectively. The Texans went on to finish 9–7 in the 2014 season and barely missed the playoffs. In the 2015 season, they were featured on HBO, on the show "Hard Knocks". That year, the Texans started with a 2–5 record. Quarterback Ryan Mallett was released amidst controversy regarding his benching in favor of Brian Hoyer during a loss against the Indianapolis Colts. After a poor start, the Texans finished with a 9–7 record and won their third AFC South title. However, they were shut out by the Kansas City Chiefs in the Wild Card round 30–0, ending their championship hopes for the year. On March 9, 2016, the Texans signed former Denver Broncos quarterback Brock Osweiler to a 4-year, $72 million deal. Despite Osweiler's lucrative deal, he struggled significantly during the 2016 season. After throwing two interceptions in Week 15 against the Jaguars, coach Bill O'Brien benched the offseason acquisition in favor of backup quarterback Tom Savage. Savage led a comeback effort against the Jaguars, and was named the starter for the remainder of the season. The Texans clinched their fourth AFC South division title in six years in Savage's first career start against the Bengals in Week 16. They defeated the wildcard Oakland Raiders 27–14 in the opening round of the playoffs with Osweiler as the starting quarterback due to Savage being out with a concussion. Osweiler started in the Divisional Playoffs game against the New England Patriots, throwing three interceptions in the second half. The Texans lost 34–16. In the 2017 NFL Draft, the Texans traded up to the 12th overall selection to select Clemson star quarterback Deshaun Watson. Watson started six games his rookie year, going 3–3 and having arguably the greatest and most decorated rookie season by a quarterback in NFL history, eventually rising up to become the Texans' franchise quarterback. However, his success would come up very short, following a Week 8 41–38 loss to the Seattle Seahawks, Watson tore his ACL in practice and was ruled out the remainder of the season, which caused the Texans to have one of their worst seasons. Plagued by a series of unexpected injuries (including a second consecutive season-ending injury to J. J. Watt) and controversy involving the team's suspected violation of the league's concussion protocol, after backup quarterback Tom Savage suffered a seizure following a Week 14 game against the San Francisco 49ers, the Texans went 1–9 the rest of the season and eventually finish 4–12 and last in the AFC South in 2017, missing the playoffs for the first time since 2014 and giving Bill O'Brien his first losing season as Texans head coach. In 2018, the Texans started the season 0–3, losing by a combined 15 points to the New England Patriots, Tennessee Titans, and New York Giants, before winning a 37–34 overtime shootout on the road in Indianapolis. This win sparked a nine-game winning streak for the Texans, their first since starting 5–0 in 2012, which included a Week 8 win against the Miami Dolphins that included five touchdown passes from Deshaun Watson. This streak was the longest ever for a team that started the season 0–3; the previous record was a seven-game win-streak set by the New York Giants in 1918 after starting out 0–3. On November 23, 2018, the owner of the Houston Texans, Bob McNair, died from skin cancer. On November 26, 2018, McNair's wife, Janice McNair, became the principal owner and Senior Chair of the Houston Texans, while their son, D. Cal McNair, became the Chairman and Chief Operating Officer. The Texans finished the season 11–5, and won another AFC South division championship under Bill O'Brien. They then lost 21–7 in the first round of the playoffs to their AFC South division rival Indianapolis Colts. In 2019, the Texans won the AFC South division championship and qualified for the NFL playoffs on the back of a 10–6 record. They went on to defeat the Buffalo Bills by a score of 22–19 in overtime in the AFC wild-card round. However, the Texans' 2019 season came to an end the following week, as they lost to the eventual Super Bowl champion Kansas City Chiefs by a score of 51–31 in the AFC divisional round. On March 22, 2020, the Texans traded away all-pro wide receiver DeAndre Hopkins and a fourth-round pick in the 2020 NFL Draft to the Arizona Cardinals. In return, Houston received running back David Johnson, a 2020 second-round pick, and a 2021 fourth-round pick. The move was confusing and controversial among fans and sportswriters alike, as many claimed that the Texans should have received more valuable assets for Hopkins, who was among the best receivers in the NFL. The Texans began the 2020 NFL season with a record of 0-4, and Bill O'Brien was consequentially fired following a disappointing loss to the Minnesota Vikings in Week 4. Romeo Crennel, who was the head coach of the Cleveland Browns from 2005 to 2008 and of the Kansas City Chiefs in 2011-12, was named the interim head coach for the remainder of the season. Crennel managed to win more than half of his first 7 games as Houston's head coach, giving Houston a record of 4-7. However, the Texans ended the season on a 5-game losing streak. With a final record of 4-12, the Texans were unable to make the playoffs. On January 27, 2021, the Texans hired David Culley as the team's head coach. Culley most recently worked as the Baltimore Ravens assistant head coach, wide receivers coach and passing game coordinator. On February 12, 2021, the Texans released all-pro defensive end J.J. Watt. It was confirmed that Watt personally requested owner Cal McNair for his release. On January 13, 2022, the Texans fired David Culley as the team's head coach On February 7, 2022, the Texans promoted defensive coordinator Lovie Smith as the team's 5th Head coach. Team identity Team Name On March 2, 2000, Houston NFL 2002 announced that the team name search had been narrowed down to five choices: Apollos, Bobcats, Stallions, Texans, and Wildcatters. The list of names was determined after several months of research conducted jointly by Houston NFL 2002 and NFL Properties. An online survey regarding the name generated more than 65,000 responses in just seven days. On September 6, 2000, the NFL's 32nd franchise was officially christened the Houston Texans before thousands at a downtown rally in Houston. McNair explained that the name and logo were chosen to "embody the pride, strength, independence and achievement that make the people of Houston and our area special." The name "Texans" had been used by several now-defunct football teams, including the Canadian Football League franchise in San Antonio; the World Football League franchise in Houston, which moved to Louisiana to become the Shreveport Steamer; the Dallas Texans of the NFL which played in only the 1952 season; and by the precursor of the present-day Kansas City Chiefs, when they were the second incarnation of the Dallas Texans in the American Football League (AFL). Owner Bob McNair received permission from Chiefs' owner Lamar Hunt to use the Texans name for his new team. Logo and uniforms Along with the team name, McNair unveiled the team logo, an abstract depiction of a bull's head, split in such a way to resemble the flag of Texas and the state of Texas, including a lone star to stand for the eye, the five points of which representing pride, courage, strength, tradition and independence. McNair described the colors as "Deep Steel Blue", "Battle Red" and "Liberty White". A year later the Texans unveiled their uniforms during another downtown rally. The Texans' helmet is dark blue with the Texans bull logo. The helmet was initially white when the team name and logo were unveiled, but was later changed to dark blue. The uniform design consists of red trim and either dark blue or white jerseys. The team typically wears white pants with its blue jerseys and blue pants with its white jerseys. Starting with the 2006 season, the Texans wore all-white for their home opener, and the team began to wear an all-blue combination for home games vs. the Indianapolis Colts. In 2003, the Texans introduced an alternative red jersey with blue trim; they wear this jersey at one home game each year, usually against a division rival. In 2007, the Texans introduced red pants for the first time, pairing them with the red jerseys for an all-red look. (This uniform combination was not well-received and has since been retired). In October 2008 the Texans paired blue socks (instead of the traditional red) with their blue pants and white jerseys. In 2016, the Texans unveiled a new uniform combo against the Jacksonville Jaguars, pairing the red jersey with blue pants and red socks. In 2017, the Texans wear the color rush uniform with all-navy blue. In 2002, the team wore a patch commemorating their inaugural season. Also, they celebrated 10 years as a franchise by wearing an anniversary patch throughout 2012. From 2018 to 2019, the Texans wore a memorial patch to honor the late Bob McNair. Mascots and cheerleaders The team's official mascot is Toro, an anthropomorphic blue bull. The team also has a cheerleading squad simply named the Houston Texans Cheerleaders. Rivalries The Texans are the youngest expansion team in the NFL, having only been competing in the NFL since 2002. For that reason, they have not had the history or the reputation on which to build classic rivalries like the ones that often exist between older franchises. Despite this, the team has developed some rivalries. Its natural rivals are its fellow AFC South teams such as the Tennessee Titans, Jacksonville Jaguars, and Indianapolis Colts. Tennessee Titans The Tennessee Titans, who were formerly the Houston Oilers before their relocation in 1996, are viewed by many Houston fans as the Texans' chief rival as members of the AFC South. Indianapolis Colts The Texans also have an AFC South Division rivalry with the Indianapolis Colts, whom the Texans had never defeated in Indianapolis until the 2015 season. More recently, Houston has increased bitterness with the Indianapolis Colts due to their young Houston-native quarterback Andrew Luck having been drafted by the Colts in 2012 and the franchise's first ever sweep of the Colts against Luck in 2016. In 2018 the two teams met in the AFC Wild Card Playoffs, with the Colts winning 21–7. Dallas Cowboys The Texans also have an intrastate/interconference rivalry with the Dallas Cowboys, with whom they contest the so-called Governor's Cup every year (a tradition started between the cities prior to the Oilers relocating) either in the preseason or the regular season for bragging rights in the state of Texas. In 2017, the destruction and flooding caused during Hurricane Harvey a few days before their Week 4 pre-season match up time scheduled caused the game to be relocated to AT&T Stadium in Arlington, Texas. However, out of concern for the safety of the fans and the condition of the player's families & communities, the game was canceled. Players of note Current roster NFL Draft history First-round draft picks by year Awards and honors Ring of Honor On November 19, 2017, Andre Johnson was the first-ever inductee into the Texans Ring of Honor. On October 6, 2019, Bob McNair was posthumously the second inductee into the Texans Ring of Honor. Pro Football Hall of Famers Head coaches Current staff Traditions Battle Red Day – On Battle Red Day the team wears the red alternate jerseys and fans are encouraged to wear red to the game. Starting in 2007 and including 2008, this included the Texans wearing red pants along with the red jerseys. Bull Pen – The sections behind the north end zone of NRG/Reliant Stadium are known as the Bull Pen. Some of the most avid Texans fans attend games in the Bull Pen and regular members have helped create and implement fan traditions, songs and chants, such as: Holding up giant Texans jerseys while the visiting team's players are announced Turning their backs on the opposing team after they score Tailgating in the purple lot, the parking zone with the most barbecue for sale by fans and vendors Gathering as a group for tailgating in the NW corner of the Platinum Lot of Reliant Stadium at the "Blue Crew" tailgate and conducting the Bull Pen Toast every game approximately an hour and a half prior to kickoff Walking in the HEB Holiday Parade on Thanksgiving Day Visiting the Bull Pen Pub for TORO Wraps, cheerleader autographs and to listen and dance with the Bull Pen Pep Band Bull Pen Pep Band – 45-member musical group that performs at all Houston Texans home games. Pre-Kickoff Tradition – Before each kickoff at a home game, the Texans will run a short clip of a raging bull thrashing the opponent of the week. The video is paired with the AC/DC song "Thunderstruck". Player Introduction – When the players are introduced before the game, the announcer says the player's first name and the crowd yells out the last name (e.g. The announcer will say "Defensive End J. J...." and the crowd will yell out "WATT!!!"). Radio and television , the Texans' flagship radio stations were KILT SportsRadio 610AM and KILT 100.3FM. The AM station has an all-sports format, while the FM station plays contemporary country music. Both are owned by Entercom. Marc Vandermeer is the play-by-play announcer. Heisman Trophy winner Andre Ware provides color commentary, and SportsRadio 610 host Rich Lord serves as the sideline reporter. Preseason and regular season Monday night games from ESPN are telecast by KTRK, an ABC owned and operated station. Kevin Kugler calls the preseason games on TV, with former Oilers running back Spencer Tillman providing color commentary. Regular season games are aired over CBS affiliate KHOU, FOX affiliate KRIV if the Texans host an NFC team, and NBC affiliate KPRC for Sunday night games. Spanish-language radio broadcasts of the team's games are aired on KGOL ESPN Deportes 1180AM. Enrique Vásquez is the play-by-play announcer. José Jojo Padrón provides color commentary, and Fernando Hernández serves as sideline reporter. Radio affiliates Texans Radio Affiliates Theme music The theme song of the Texans is "It's Football Time In Houston" by Clay Walker, played after every Texans touchdown. The song was donated by Walker to the city of Houston. The Texans tried to introduce a new fight song in 2003, but quickly returned to the original after a negative reception by fans. The Texans' defensive squad takes the field to the sound of "Bulls on Parade" by Rage Against the Machine. The Texans started using the song after former linebacker Connor Barwin coined the nickname in a tweet in 2011. On January 5, 2012, local Houston rap artists Slim Thug, Paul Wall and ZRo released a song titled "HOUSTON" supporting the Houston Texans. The YouTube video has amassed over a million views becoming unofficially the Texans' most popular theme song. "Hats Off to the Bull" by the hard rock band Chevelle has become another popular theme song of the entire team. It is frequently played at home games. Work in the community Community outreach by the Houston Texans is primarily operated by the Houston Texans Foundation, who works with multiple community partners. The Houston Texans organization is also a supporter of the character education program, Heart of a Champion. In 2017, the 15th annual Houston Texans Charity Golf Classic raised more than $380,000 for the Foundation. More than $27.2 million has been raised for the Foundation since its creation in 2002. Texans DE J. J. Watt raised $41.6 million in relief funds for Hurricane Harvey after the storm devastated the city in 2017. See also List of Houston Texans seasons Notes and references External links Houston Texans at the National Football League official website National Football League teams American football teams established in 2002 2002 establishments in Texas
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Henry John Heinz (October 11, 1844 – May 14, 1919) was an American entrepreneur who, at the age of 25, co-founded a small horseradish concern in Sharpsburg, Pennsylvania. This business failed, but his second business expanded into tomato ketchup and other condiments, and ultimately became the internationally known H. J. Heinz Company of Pittsburgh, Pennsylvania. He was involved in the passage of the 1906 Pure Food and Drug Act. Many of his descendants are known for philanthropy and involvement in politics and public affairs. His fortune became the basis for the Heinz Foundations. Early life Henry John Heinz was born in Birmingham, Pennsylvania to John Henry Heinz (1811–1891) and Anna Margaretha Schmidt (1822–1899). John Henry was born Johann Heinrich Heinz to parents Johann Georg and Charlotte Louisa (née Trump) Heinz in Kallstadt, located in the Kingdom of Bavaria. In 1840, John Henry emigrated to Birmingham, where he met and married Ann in 1843, who herself had recently emigrated from (today a part of Haunetal), Hesse-Kassel. Anna Schmidt was the daughter of a farmer and church administrator, Johann Adam Schmidt, and his wife Dorothea (Thiel) Schmidt. (At least one biographer has erroneously written that Anna's father was a pastor, based on a mistranslation of the German word "Kirchenältester" which appears before Anna's father's name in Anna's baptism record. "Kirchenältester" does not mean "pastor," but rather refers to a lay church administrator who is elected from the parish elders to safeguard the affairs of the church.) Anna came from Hesse-Kassel, which was a Reformed Protestant (Calvinist) territory, so she was raised in the Calvinist Christian faith. Anna's husband, John Heinz, was a Lutheran, and they raised and confirmed their son to that faith. H. J. Heinz Company Henry John Heinz began packing foodstuffs on a small scale at Sharpsburg, Pennsylvania, in 1869. There, he founded Heinz Noble & Company with a friend, L. Clarence Noble, and started marketing bottled horseradish, soon followed by sauerkraut, vinegar, and pickles. The company went bankrupt in 1875. The following year, Heinz founded another company, F & J Heinz, with his brother John Heinz and a cousin, Frederick Heinz. The company continued to grow and, in 1888, Heinz bought out his other two partners and reorganized it as the H. J. Heinz Company, the name carried to the present day. The company's slogan, "57 varieties," was introduced by Heinz in 1896; by then, the company was selling more than 60 different products. Heinz said he chose "5" because it was his lucky number; the number "7" was his wife's lucky number. The H. J. Heinz Company was incorporated in 1905 with Heinz serving as its first president, retaining that position for the rest of his life. At the time of Heinz's death in Pittsburgh at the age of 74, the H. J. Heinz Company had more than 20 food processing plants and owned seed farms and container factories. Later life Heinz led a successful lobbying effort in favor of the Pure Food and Drug Act in 1906. During World War I, he worked with the Food Administration. He was a director in many financial institutions, and was chairman of a committee to devise ways of protecting Pittsburgh from floods. Marriage and family Heinz married Sarah Sloan Young on September 3, 1869. She was of Scots-Irish ancestry and had grown up in the Presbyterian Church. They had five children: Irene Edwilda Heinz-Given (1871–1956) Clarence Henry Heinz (1873–1920) Howard Covode Heinz (1877–1941) Robert Eugene Heinz (1882–1882, lived about 1 month) Clifford Sloan Heinz (1883–1935) They were raised as Presbyterians. Religious faith Later in life Heinz worshipped as a member of Methodist and Presbyterian churches, and worked closely with Baptists as well. When Heinz visited England, his "tourist stops" included the graves of religious leaders John Bunyan, Isaac Watts, and John Wesley. He visited a chapel that Wesley founded, later writing that "I felt I was upon holy ground." At the beginning of his will Heinz wrote: "I desire to set forth, at the very beginning of this Will, as the most important item in it, a confession of my faith in Jesus Christ as my Savior." Death and legacy Heinz died at his home on May 14, 1919, after contracting pneumonia. His funeral was at East Liberty Presbyterian Church. He was buried at Homewood Cemetery in Pittsburgh, in the Heinz Family Mausoleum. A bronze statue of Heinz by Emil Fuchs was dedicated on October 11, 1924, at the Heinz Company building in Pittsburgh. Heinz is the grandfather of H. J. Heinz II (1908–1987) the great-grandfather of U.S. Senator H. John Heinz III (1938–1991) of Pennsylvania (who was later buried in the same family mausoleum), and great-great grandfather of Henry John Heinz IV, André Thierstein Heinz and Christopher Drake Heinz. Through his paternal grandmother, Charlotte Louisa Trump, he was a second cousin of Friedrich Trump, second cousin (once removed) of real estate magnate Fred Trump, and second cousin (twice removed) of 45th President of the United States, Donald Trump. References Further reading "Henry Heinz and Brand Creation in the Late Nineteenth Century: Making Markets for Processed Food" by Nancy Koehn. The Business History Review, Vol. 73 (Autumn, 1999), pp. 349–393. , reprinted in Koehn, Nancy F. Koehn, Brand New : How Entrepreneurs Earned Consumers' Trust from Wedgwood to Dell (2001) pp 43–90. External links 1844 births 1919 deaths People from Sharpsburg, Pennsylvania American inventors American food company founders American Methodists American people of German descent Heinz family Heinz people Burials at Homewood Cemetery Deaths from pneumonia in Pennsylvania
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Harry Clement Stubbs (May 30, 1922 – October 29, 2003), better known by the pen name Hal Clement, was an American science fiction writer and a leader of the hard science fiction subgenre. He also painted astronomically oriented artworks under the name George Richard. In 1998 Clement was inducted by the Science Fiction and Fantasy Hall of Fame and named the 17th SFWA Grand Master by the Science Fiction and Fantasy Writers of America (presented in 1999). Biography Harry Clement Stubbs was born in Somerville, Massachusetts on May 30, 1922. He went to Harvard, graduating with a B.S. in astronomy in 1943. While there he wrote his first published story, "Proof", which appeared in the June 1942 issue of Astounding Science Fiction, edited by John W. Campbell; three more appeared in later 1942 numbers. His further educational background includes an M.Ed. (Boston University 1946) and M.S. in chemistry (Simmons College 1963). During World War II Clement was a pilot and copilot of a B-24 Liberator and flew 35 combat missions over Europe with the 68th Bomb Squadron, 44th Bomb Group, based in England with 8th Air Force. After the war, he served in the United States Air Force Reserve, and retired with the rank of colonel. He taught chemistry and astronomy for many years at Milton Academy in Milton, Massachusetts. From 1949 to 1953, Clement's first three novels were two-, three-, and four-part Astounding serials under Campbell: Needle (Doubleday, 1950), Iceworld (Gnome Press, 1953), and Mission of Gravity (1954), his best-known novel, published by Doubleday's Science Fiction Book Club (established 1953). The latter novel features a land and sea expedition across the superjovian planet Mesklin to recover a stranded scientific probe. The natives of Mesklin are centipede-like intelligent beings about 50 centimeters long. Various episodes hinge on the fact that Mesklin's fast rotational speed causes it to be considerably deformed from the spherical, with effective surface gravity that varies from approximately 3 gn at the equator to approximately 700 gn at the poles. Clement's article "Whirligig World" describes his approach to writing a science fiction story: Writing a science fiction story is fun, not work. ... the fun ... lies in treating the whole thing as a game.... [T]he rules must be quite simple. They are; for the reader of a science-fiction story, they consist of finding as many as possible of the author's statements or implications which conflict with the facts as science currently understands them. For the author, the rule is to make as few such slips as he possibly can... Certain exceptions are made [e.g., to allow travel faster than the speed of light], but fair play demands that all such matters be mentioned as early as possible in the story... Clement was a frequent guest at science fiction conventions, especially in the eastern United States, where he usually presented talks and slide shows about writing and astronomy. Clement died in Massachusetts at the Milton Hospital on October 29, 2003 at age 81. He died in his sleep, most likely due to complications of diabetes. Awards and honors Clement has been honored several times for his cumulative contributions including 1998 Hall of Fame induction, when Clement and Frederik Pohl were the fifth and sixth living persons honored, and the 1999 SFWA Grand Master Award. For the 1945 short story "Uncommon Sense" he received a 50-year Retro Hugo Award at the 1996 World Science Fiction Convention. Mission of Gravity, first published as a serial during 1953, was named best foreign novel by the Spanish Science Fiction Association in 1994 and it was a finalist for a 50-year Retro Hugo Award in 2004. The Hal Clement Award for Young Adults for Excellence in Children's Science Fiction Literature is presented in his memory at Worldcon each year. Wayne Barlowe illustrated two of Clement's fictional species, the Abyormenites and the Mesklinites, in his Barlowe's Guide to Extraterrestrials. Planets Planets created by Clement typically feature unique astronomical or physical aspects. They include: Abyormen – A planet circling a dwarf star (Theer), which in turn circles a blue giant. This produces a hot and a cold season, each of 65 years' duration. The native intelligent life forms undergo a seasonal mass death. From Cycle of Fire. Dhrawn – A high-gravity world settled by Mesklinites in Star Light. Habranha - A planet that is tidally locked with its sun, such that the dark side is a mix of solid CO2, solid methane, and ice, and the sunlit side completely ocean, in Fossil. Hekla – An ice-age planet in "Cold Front" (a short story in Astounding July 1946). Kaihapa – An uninhabited ocean planet, twin of Kainui, in Noise. Kainui – An inhabited ocean planet in Noise. Mesklin — A planet with ultra-high gravity (up to 700 g) in Mission of Gravity. Clement later corrected his model of Mesklin and determined that the maximum surface gravity would be "only 250 gravities". Sarr – An extremely hot planet with an atmosphere of gaseous sulfur, and little liquid (the natives occasionally need to drink a bit of molten copper chloride), in Iceworld Tenebra – A high-gravity world with a highly corrosive atmosphere consisting mostly of water vapor near its critical point, in Close to Critical. Enigma 88 - A small planet near η Carinae in Still River. The interior of the object is honeycombed with caves, due to evaporation of accreted ice-rich planetoids. Unusually for Clement, Enigma's structure is not fully consistent with the laws of physics. Short stories, novelettes and novellas "Proof" (June 1942). Short story. Published in Astounding. Collected in The Essential Hal Clement Volume 2, Possible Worlds of Science Fiction (1951), SF: Author's Choice 2 (1970), Where Do We Go From Here? (1971), The Great SF Stories 4 (1942) (1980), First Voyages (1981), The Golden Years of Science Fiction (Second Series) (1983), Encounters (1988), Ascent of Wonder (1994) and Wondrous Beginnings (2003). Impediment (August 1942). Novelette. Published in Astounding. Collected in Natives of Space, The Best of Hal Clement and The Essential Hal Clement Volume 2. Avenue of Escape (November 1942). Published in Astounding's series Probability Zero. Collected in The Essential Hal Clement Volume 2. "Attitude" (September 1943). Novella. Published in Astounding. Collected in The Essential Hal Clement Volume 2 and Travellers of Space (1951). Technical Error" (January 1944). Novelette. Published in Astounding. Collected in Natives of Space, The Best of Hal Clement and The Essential Hal Clement Volume 2. "Trojan Fall" (June 1944). Short story. Published in Astounding. Collected in Small Changes. "Uncommon Sense" (September 1945). His most famous short story. Part of the Laird Cunningham Series. Hugo Award for Best Short Story of 1945. Published in Astounding. Collected in Small Changes, The Best of Hal Clement, Intuit, The Essential Hal Clement Volume 2, The Old Masters (1970), Out of This World 10 (1973) and Nebula Awards Showcase 2000 (2000). "Cold Front" (July 1946). Novelette. Published in Astounding. Collected in The Essential Hal Clement Volume 2, Men Against the Stars (1950, 1956) and Astounding Stories: The 60th Anniversary Collection, Vol. 2 (1990). Assumption Unjustified (October 1946). Novelette. Published in Astounding. Collected in Natives of Space, The Best of Hal Clement and Crossroads in Time (1953). "Answer" (April 1947). Short story. Published in Astounding SF. Collected in The Best of Hal Clement and Science Fiction Thinking Machines (1954). "Fireproof" (March 1949). Short story. Published in Astounding. Collected in Small Changes, Decade of the 1940s (1975) and Combat SF (1981). "Halo" (October 1952). Novelette. Published in Galaxy. Collected in Small Changes, The Essential Hal Clement Volume 2 and Shadow of Tomorrow (1953). "Critical Factor" (1953). Short story not included in any of the Hal Clement's compilations. Published in Star Science Fiction Stories #2 (1953). Collected in Titan 4 (1977) and The Road to Science Fiction #3: From Heinlein to here (1979). "Ground" (December 1953). Short story not included in any of the Hal Clement's compilations. Published in Science Fiction Adventures. "Dust Rag" (September 1956). Short story. Published in Astounding. Collected in Small Changes, The Best of Hal Clement, Where Do We Go From Here? (1971) and The Prentice Hall Anthology of Science Fiction and Fantasy (2001). "Planet for Plunder" (February 1957). Published in Satellite SF jointly with Sam Merwin, Jr. A previous version of "Planetfall". Collected in Men of the Morning Star/Planet for Plunder. "The Lunar Lichen" (February 1960). Novelette not included in any of the Hal Clement's compilations. Published in Future Science Fiction. Collected in The Time Trap/The Lunar Lichen. "Sun Spot" (November 1960). Short story. Published in Analog. Collected in Small Changes, The Essential Hal Clement Volume 2, Isaac Asimov’s Wonderful Worlds of Science Fiction # 4: Comets (1986) and Analog’s Expanding Universe "The Green World" (May 1963). Novella not included in any of the Hal Clement's compilations. Published in If. Collected in The Moon is Hell!/The Green World. "Hot Planet" (August 1963). Novelette not included in any of the Hal Clement's compilations to date. Published in Galaxy. Collected in The 9th Annual of the Year's Best SF (1964), Spectrum 4 (1965), The Eighth Galaxy Reader (1965), Isaac Asimov Presents the Great SF Stories #25 (1963) (1992) and Science Fiction Century (1997). "Raindrop" (May 1965). Novelette. Published in If. Collected in Small Changes, The Essential Hal Clement Volume 2 and Isaac Asimov’s Wonderful Worlds of Science Fiction # 4: Comets. "The Foundling Stars" (August 1966). Short story. Published in If. Collected in Small Changes and The Second If Reader of Science Fiction (1968). "The Mechanic" (September 1966). Novelette. Published in Analog. Collected in Small Changes, The Essential Hal Clement Volume 2 and Analog: Writers’ Choice, Volume II (1984). "Bulge" (September 1968). Novelette. Published in If. Collected in Small Changes and The Essential Hal Clement Volume 2. '"Planetfall" (1972). Original version of "Planet for Plunder" (1957). Published in Strange Tomorrows (1972). Collected in The Essential Hal Clement Volume 2. "Lecture Demonstration" (1973). Short story from the Mesklin Series (of Mission of Gravity fame). Published in the book Astounding (1973). Collected in The Essential Hal Clement Volume 3, Heavy Planet and Mission of Gravity (1978). "Mistaken for Granted" (January/February 1974). Novella. Published in Worlds of If. Collected in The Best of Hal Clement. "The Logical Life" (1974). Second short story in the Laird Cunningham Series. Published in Stellar #1 (1974). Collected in Intuit and The Essential Hal Clement Volume 2. "Question of Guilt" (1976). Novelette. Published in The Year's Best Horror Stories: Series IV (1976). Collected in The Best of Hal Clement. "Stuck with It" (1976). Novelette innthe Laird Cunningham Series. Published in Stellar #2 (1976). Collected in The Best of Hal Clement, Intuit and The Essential Hal Clement Volume 2]. "Longline" (1976). Novelette. Published in Faster than Light (1976). Collected in The Essential Hal Clement Volume 2. "Seasoning" (September/October 1978). Novelette set in Harlan Ellison's Medea world. Not included in any of Hal Clement's compilations. Published in IASFM. Collected in Medea: Harlan's World (1985) and Aliens and UFO's (1993). "Status Symbol" (1987). Novelette, the last story in the Laird Cunningham Series. Published in Intuit. Collected in The Essential Hal Clement Volume 2. "Blot" (1989). Novelette about Asimov's positronic robots. Not included in any of Hal Clement's compilations to date. Published in Foundation's Friends (1989). "Phases in Chaos'" (1991). Novella not included in any of Hal Clement's compilations. Published in Isaac’s Universe Volume Two: Phases in Chaos. "Eyeball Vectors" (1992). Novella not included in any of Clement's compilations to date. Published in Isaac's Universe Volume 3: Unnatural Diplomacy. "Sortie" (spring/summer 1994). First part of the Sortie series. Novella not included in any of Hal Clement's compilations to date. Published in Harsh Mistress. "Settlement" (fall/winter 1994). Second part of the Sortie series. Novella not included in any of Clement's compilations. Published in Absolute Magnitude. "Seismic Sidetrack" (spring 1995). Third part of the Sortie series. Novella not included in any of Hal Clement's compilations to date. Published in Absolute Magnitude. "Simile" (summer 1995). Fourth and last part of the Sortie series. Novella not included in any of Hal Clement's compilations. Published in Absolute Magnitude. "Oh, Natural" (spring 1998). Novelette not included in any of Hal Clement's compilations. Published in Absolute Magnitude. Collected in Hal's Worlds: Stories and Essays in Memory of Hal Clement. Options" (1998). Short story not included in any of Clement's compilations to date. Published as Harry C. Stubbs in Lamps on the Brow. "Exchange Rate" (winter 1999). Novella not included in any of Hal Clement's compilations to date. Published in Absolute Magnitude. Collected in The Year’s Best Science Fiction: Seventeenth Annual Collection and The Hard SF Renaissance (2002). "Under" (January 2000). Short story, last story in the 'Mesklin series. Published in Analog. Collected in The Essential Hal Clement Volume 3 and Heavy Planet. "Office politics" (2003). Short story not included in any of Clement's compilations. Published in Readercon 15 Souvenir Book (This may be an article and not a fiction story) Books Needle (1950), (The first novel in the Needle series. Also published as From Outer Space. Published as young adult fiction although it includes abstract hard science fiction!) Iceworld (1953), Mission of Gravity (1954), (first book in the Mesklin series). The Ranger Boys in Space (1956) (for children) Cycle of Fire (1957), Close to Critical (1958), (part of the Mesklin series. Magazine publication in 1958, book in 1964) Natives of Space (1965), (three novelettes) Small Changes (1969), (collection of 9 short stories) Space Lash (1969), ISBN (reprint in paperback of Small Changes) First Flights to the Moon (1970), ASIN B000BCHC4Y (anthology of short stories from others, edited by Hal Clement) Star Light (1971), (part of the Mesklin series, sequel to Mission of Gravity. It also shares some characters with Close to Critical) Ocean on Top (1973), (magazine publications in 1967) Left of Africa (1976), (historical novel for young adults, apparently limited to 750 copies) Through the Eye of a Needle (1978), (the second and last novel in the Needle series) The Best of Hal Clement (1979), (collection of 10 short stories, including all of Natives of Space and two from Small Changes: "Uncommon Sense" and "Dust Rag") The Nitrogen Fix (1980), Intuit (1987), (complete collection of the 4 Laird Cunningham stories, edition limited to 820 copies) Still River (1987), Fossil (1993), (set in Isaac Asimov's Universe) Half Life (1999), (Humanity is going extinct due to disease, scientists are sent to Titan in the faint hope of finding biochemical clues to a cure) The Essential Hal Clement, Volume 1: Trio for Slide Rule and Typewriter (1999), (collection of the novels Needle, Iceworld and Close to Critical) The Essential Hal Clement, Volume 2: Music of Many Spheres (2000), (collection of 17 short stories, including most from Small Changes and from The Best of Hal Clement) The Essential Hal Clement, Volume 3: Variations on a Theme by Sir Isaac Newton (2000), (collection of all Mesklin stories except Close to Critical: Mission of Gravity, Star Light, "Lecture Demonstration" and "Under"; also the how-to-write-science-fiction article "Whirligig World") Heavy Planet (2002), (reprint of The Essential Hal Clement, Volume 3) Noise (2003), (set on an ocean planet) Men of the Morning Star/Planet for Plunder (2011), (two novellas, the first by Edmond Hamilton and the second by Hal Clement and Sam Merwin Jr.) The Moon is Hell!/The Green World (2012), (two novellas, the first by John W. Campbell Jr. and the second by Hal Clement) The Time Trap/The Lunar Lichen (2013), (two novellas, the first by Henry Kuttner and the second by Hal Clement) Hal Clement SF Gateway Omnibus (2014), (collection of the novels Iceworld, Cycle of Fire and Close to Critical) About Hal Clement Starmont Readers Guide 11: Hal Clement (1982), . Donald M. Hassler. Hal Clement, Scientist with a Mission: a Working Bibliography (1989), ASIN B0006OUUAU. Gordon Benson Jr. Hal's Worlds: Stories and Essays in Memory of Hal Clement (2005), . Several authors. Articles and introductions Probability Zero! (nov 1942). Published jointly with Malcolm Jameson, Harry Warner Jr., Dennis Tucker and P. Schuyler Miller in Astounding. About Probability Zero, Harry Harrison said in the John Campbell Memorial Anthology: "In the early 1940s, in Astounding, there was a small department called Probability Zero! that ran short-short stories. Or items. Or lies. Things. These things were usually funny and always impossible - echoing the description of the title." Whirligig World (jun 1953). About how to write science fiction, and specifically, about how he wrote Mission of Gravity. Published in Astounding. Collected in The Essential Hal Clement Volume 3, Heavy Planet and Mission of Gravity (1978). Some Notes on Xi Bootis. Published by Advent Publishers. Gravity insufficient (nov 1961). Published in Analog Science Fact. Chips on Distant Shoulders (1980). Published in The Future at War Vol. 3. Basic Concepts: Astrophysics, Geology (1985). About Harlan Ellison's world Medea. Published in Medea: Harlan's World. Second Thoughts (1985). About Harlan Ellison's world Medea, jointly written with Poul Anderson, Thomas M. Disch, Larry Niven & Frederik Pohl. Published in Medea: Harlan's World. The Home System (oct 1986). Published in Aboriginal. Intuition: The Guide Who Needs Steering (1987). Published in Intuit. The Magic Picture (1989). Published in L. Ron Hubbard Presents Writers of the Future v5. Whatever Happened to the Science in Science Fiction? (sep 1993). Published in Science Fiction Age. Ardent Thuria, Chilly Cluros: Seeing, and Seeing From, Low Orbiting Satellites (1994). Published in Mindsparks. Only Once (1994). Published in Fractal. Will (1998). Introduction to First Contacts: The Essential Murray Leinster. Jack Williamson, especulator (1999). Introduction to The Collected Stories of Jack Williamson, Volume One: The Metal Man and Others. Alfred E. van Vogt (2003). Introduction to Transfinite: The Essential A.E. van Vogt. About Proof, of Course (2003). Introduction to Proof in Wondrous Beginnings. Notes References External links A Logic Named Clement Past Masters: A Logic Named Clement (or Open the Pod Bay Doors, Hal) by Bud Webster at Galactic Central (under 'Clement, Hal' and 'Clement, Hal, 1922–' without '2003', previous page of browse report) Hal Clement at the Index to Science Fiction Anthologies and Collections Hal Clement at the Encyclopedia of Science Fiction The Locus Magazine Index 1922 births 2003 deaths 20th-century American novelists 21st-century American novelists American science fiction writers Hugo Award-winning writers Science Fiction Hall of Fame inductees SFWA Grand Masters United States Army Air Forces bomber pilots of World War II United States Air Force colonels United States Army Air Forces officers Boston University School of Education alumni Harvard College alumni Writers from Somerville, Massachusetts People from Milton, Massachusetts Simmons College (Massachusetts) alumni Deaths from diabetes American male novelists American male short story writers 20th-century American short story writers 21st-century American short story writers 20th-century American male writers 21st-century American male writers Novelists from Massachusetts United States Air Force reservists
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Hamas (, ; , ; an acronym of , "Islamic Resistance Movement") is a Palestinian Sunni-Islamic fundamentalist, militant, and nationalist organization. It has a social service wing, Dawah, and a military wing, the Izz ad-Din al-Qassam Brigades. It won the 2006 Palestinian legislative election and became the de facto governing authority of the Gaza Strip following the 2007 Battle of Gaza. It also holds a majority in the parliament of the Palestinian National Authority. Canada, the European Union, Israel, Japan, Australia, the United Kingdom and the United States have designated Hamas as a terrorist organization. New Zealand and Paraguay have designated only its military wing as a terrorist organization. It is not considered a terrorist organization by Brazil, China, Egypt, Iran, Norway, Qatar, Russia, Syria and Turkey. In December 2018, the United Nations General Assembly rejected a U.S. resolution condemning Hamas as a terrorist organization. Hamas leaders Ismail Haniyeh and Khaled Mashaal are based in Qatar. Hamas was founded in 1987, soon after the First Intifada broke out, as an offshoot of the Egyptian Muslim Brotherhood which in its Gaza branch had previously been nonconfrontational toward Israel and hostile to the Palestine Liberation Organization (PLO). Co-founder Sheik Ahmed Yassin said in 1987, and the Hamas Charter affirmed in 1988, that Hamas was founded to liberate Palestine, including modern-day Israel, from Israeli occupation and to establish an Islamic state in the area that is now Israel, the West Bank and the Gaza Strip. Since 1994, the group has frequently stated that it would accept a truce if Israel withdraws to the 1967 borders, paid reparations, allowed free elections in the territories and gave Palestinian refugees the right to return. Israel and Hamas have engaged in several wars of varying intensity. Hamas's military wing has launched attacks against Israeli civilians and soldiers, often describing them as retaliations, in particular for assassinations of the upper echelon of their leadership. Tactics have included suicide bombings and, since 2001, rocket attacks. Hamas's rocket arsenal, though mainly consisting of short-range homemade Qassam rockets with a range of , also includes Grad-type rockets ( by 2009) and longer-range () that have reached major Israeli towns such as Beer Sheva and Ashdod, and some that have struck cities like Tel Aviv and Haifa. Human Rights Watch has condemned as war crimes and crimes against humanity both Hamas and Israel for attacks on civilians during the conflict, stating that the rationale of reprisals is never valid when civilians are targeted. In the January 2006 Palestinian parliamentary elections, Hamas won a majority in the PNA Parliament, defeating the PLO-affiliated Fatah party. After the elections, the Quartet (the European Union, Russia, the United Nations and the United States) made future foreign assistance to the PNA conditional upon the PNA's commitment to nonviolence, recognition of the state of Israel, and acceptance of previous agreements. Hamas rejected those conditions, which led the Quartet to suspend its foreign assistance program and Israel to impose economic sanctions on the Hamas-led administration. In March 2007, a national unity government headed by Prime Minister Ismail Haniyeh of Hamas was briefly formed, but this failed to restart international financial assistance. Tensions over control of Palestinian security forces soon erupted in the 2007 Battle of Gaza, after which Hamas took control of Gaza, while its officials were ousted from government positions in the West Bank. Israel and Egypt then imposed an economic blockade of the Gaza Strip on the grounds that Fatah forces were no longer providing security there. Etymology Hamas is an acronym of the Arabic phrase or , meaning "Islamic Resistance Movement". This acronym, HMS, was later glossed in the Hamas Covenant by the Arabic word () which itself means "zeal", "strength", or "bravery". In Hebrew, there is a similar-sounding word, () connoting "violence" and it has been suggested that the phonemic resemblance between the two terms may have conduced to abetting acrimonious relations between Israel and this Palestinian movement. Aims Hamas' declared objectives are to liberate Palestine from Israeli occupation and transform the country into an Islamic state. Which of these two objectives is the primary goal is disputed. The movement's original charter committed it to waging an armed struggle to destroy the state of Israel. Leadership and structure Hamas inherited from its predecessor a tripartite structure that consisted in the provision of social services, of religious training and military operations under a Shura Council. Traditionally it had four distinct functions: (a) a charitable social welfare division (dawah); (b) a military division for procuring weapons and undertaking operations (al-Mujahideen al Filastinun); (c) a security service (Jehaz Aman); and (d) a media branch (A'alam). Hamas has both an internal leadership within the West Bank and the Gaza Strip, and an external leadership, split between a Gaza group directed by Mousa Mohammed Abu Marzook from his exile first in Damascus and then in Egypt, and a Kuwaiti group (Kuwaidia) under Khaled Mashal. The Kuwaiti group of Palestinian exiles began to receive extensive funding from the Gulf States after its leader Mashal broke with Yasser Arafat's decision to side with Saddam Hussein in the Invasion of Kuwait, with Mashal insisting that Iraq withdraw. On May 6, 2017, Hamas' Shura Council chose Ismail Haniya to become the new leader, to replace Mashal. The exact nature of the organization is unclear, secrecy being maintained for fear of Israeli assassinations and to conceal operational activities. Formally, Hamas maintains the wings are separate and independent. Matthew Levitt maintains this is a public myth. Davis argues that they are both separate and combined for reasons of internal and external political necessity. Communication between the political and military wings of Hamas is difficult, owing to the thoroughness of Israeli intelligence surveillance and the existence of an extensive base of informants. After the assassination of Abdel Aziz al-Rantisi the occasional political direction of the militant wing diminished, with field commanders given discretional autonomy on operations. Consultative councils The governing body is the Majlis al-Shura. The principle behind the council is based on the Qur'anic concept of consultation and popular assembly (), which Hamas leaders argue provides for democracy within an Islamic framework. As the organization grew more complex and Israeli pressure increased it needed a broader base for decisions, the Shura Council was renamed the 'General Consultative Council', elected from members of local council groups and this in turn elected a 15-member Politburo (al-Maktab al-Siyasi) that made decisions at the highest level. Representatives come from Gaza, the West Bank, leaders in exile and Israeli prisons. This organ was located in Damascus until the Syrian Civil War led it to transfer to Qatar in January 2012, when Hamas sided with the civil opposition against the regime of Bashar al-Assad. Social services wing Hamas developed its social welfare programme by replicating the model established by Egypt's Muslim Brotherhood. For Hamas, charity and the development of one's community are both prescribed by religion and to be understood as forms of resistance. In Islamic tradition, () obliges the faithful to reach out to others by both proselytising and by charitable works, and typically the latter centre on the mosques which make use of both endowment resources and charitable donations (, one of the five pillars of Islam) to fund grassroots services like nurseries, schools, orphanages, soup kitchens, women's activities, library services and even sporting clubs within a larger context of preaching and political discussions. In the 1990s, some 85% of its budget was allocated to the provision of social services. Hamas has been called perhaps the most significant social services actor in Palestine. By 2000, Hamas or its affiliated charities ran roughly 40% of the social institutions in the West Bank and Gaza and, with other Islamic charities, by 2005, was supporting 120,000 individuals with monthly financial support in Gaza. Part of the appeal of these institutions is that they fill a vacuum in the administration by the PLO of the Palestinian territories, which had failed to cater to the demand for jobs and broad social services, and is widely viewed as corrupt. As late as 2005, the budget of Hamas, drawing on global charity contributions, was mostly tied up in covering running expenses for its social programmes, which extended from the supply of housing, food and water for the needy to more general functions like financial aid, medical assistance, educational development and religious instruction. A certain accounting flexibility allowed these funds to cover both charitable causes and military operations, permitting transfer from one to the other. The infrastructure itself was understood, within the Palestinian context, as providing the soil from which a militant opposition to the occupation would flower. In this regard it differs from the rival Palestinian Islamic Jihad which lacks any social welfare network, and relies on spectacular terrorist attacks to recruit adherents. In 2007, through funding from Iran, Hamas managed to allocate at a cost of $60 million, monthly stipends of $100 for 100,000 workers, and a similar sum for 3,000 fishermen laid idle by Israel's imposition of restrictions on fishing offshore, plus grants totalling $45 million to detainees and their families. Matthew Levitt argues that Hamas grants to people are subject to a rigorous cost-benefit analysis of how beneficiaries will support Hamas, with those linked to terrorist activities receiving more than others. Israel holds the families of suicide bombers accountable and bulldozes their homes, whereas the families of Hamas activists who have been killed or wounded during militant operations are given an initial, one-time grant varying between $500–$5,000, together with a $100 monthly allowance. Rent assistance is also given to families whose homes have been destroyed by Israeli bombing though families unaffiliated with Hamas are said to receive less. Until 2007, these activities extended to the West Bank, but, after a PLO crackdown, now continue exclusively in the Gaza Strip. After the 2013 Egyptian coup d'état deposed the elected Muslim Brotherhood government of Mohamed Morsi in 2013, Hamas found itself in a financial straitjacket and has since endeavoured to throw the burden of responsibility for public works infrastructure in the Gaza Strip back onto the Palestinian National Authority, but without success. Military wing The Izz ad-Din al-Qassam Brigades is Hamas's military wing. By the time of the Al-Aqsa Intifada, Hamas's laboratories had devised a primitive form of rocketry, the Qassam 1, which they first launched in October 2000, carrying a warhead with a throw range of . Both propellant and the explosive were manufactured from chemical fertilizers, though TNT was also tried. Over the next five years of the conflict, a -warhead-armed version with a strike range of –, the Qassam 2, was also produced and in an incremental rise, these rocket types were fired towards Israeli settlements along the Gaza Strip: 4 in 2001, 35 in 2002, 155 in 2003, 281 in 2004, and 179 in 2005. By 2005, the Qassam 3 had been engineered with a – range and a warhead. By 2006, 942 such rockets were launched into southern Israel. During the War with Israel in 2008–2009, Hamas deployed 122-mm Grad rocketry with a – range and a warhead and a variety of guided Kornet antitank missiles. By 2012 Hamas had engineered a version of the Fajr-5 rocket, which was capable of reaching as far as Tel Aviv, as was shown after the assassination of Ahmed Jabari in that year. In the 2014 war its advanced rocketry reached Jerusalem, Tel Aviv and Haifa. While the number of members is known only to the Brigades leadership, Israel estimates the Brigades have a core of several hundred members who receive military style training, including training in Iran and in Syria (before the Syrian Civil War). Additionally, the brigades have an estimated 10,000–17,000 operatives, forming a backup force whenever circumstances call for reinforcements for the Brigade. Recruitment training lasts for two years. The group's ideology outlines its aim as the liberation of Palestine and the restoration of Palestinian rights under the dispensations set forth in the Qur'an, and this translates into three policy priorities: To evoke the spirit of Jihad (Resistance) among Palestinians, Arabs, and Muslims; to defend Palestinians and their land against the Zionist occupation and its manifestations; to liberate Palestinians and their land that was usurped by the Zionist occupation forces and settlers. According to its official stipulations, the Izz ad-Din al-Qassam Brigades' military operations are to be restricted to operating only inside Palestine, engaging with Israeli soldiers, and in exercising the right of self-defense against armed settlers. They are to avoid civilian targets, to respect the enemy's humanity by refraining from mutilation, defacement or excessive killing, and to avoid targeting Westerners either in the occupied zones or beyond. Down to 2007, the Brigades are estimated to have lost some 800 operatives in conflicts with Israeli forces. The leadership has been consistently undermined by targeted assassinations. Aside from Yahya Ayyash (January 5, 1996), it has lost Emad Akel (November 24, 1993), Salah Shehade (July 23, 2002), Ibrahim al-Makadmeh (March 8, 2003), Ismail Abu Shanab (August 21, 2003), Ahmed Yassin (March 22, 2004), and Abdel Aziz al-Rantisi (April 17, 2004). The Izz ad-Din al-Qassam Brigades groups its fighters in 4–5 man cells, which in turn are integrated into companies and battalions. Unlike the political section, which is split between an internal and external structure, the Brigades are under a local Palestinian leadership, and disobedience with the decisions taken by the political leadership have been relatively rare. Although the Izz al-Din al-Qassam Brigades are an integral part of Hamas, the exact nature of the relationship is hotly debated. They appear to operate at times independently of Hamas, exercising a certain autonomy. Some cells have independent links with the external leadership, enabling them to bypass the hierarchical command chain and political leadership in Gaza. Ilana Kass and Bard O'Neill, likening Hamas's relationship with the Brigades to the political party Sinn Féin's relationship to the military arm of the Irish Republican Army. quote a senior Hamas official as stating: "The Izz al-Din al-Qassam Brigade is a separate armed military wing, which has its own leaders who do not take their orders from Hamas and do not tell us of their plans in advance." Finances and funding Hamas, like its predecessor the Muslim Brotherhood, assumed the administration of Gaza's waqf properties, endowments which extend over 10% of all real estate in the Gaza Strip, with 2,000 acres of agricultural land held in religious trusts, together with numerous shops, rentable apartments and public buildings. In the first five years of the 1st Intifada, the Gaza economy, 50% of which depended on external sources of income, plummeted by 30–50% as Israel closed its labour market and remittances from the Palestinian expatriates in the Gulf countries dried up following the 1991–1992 Gulf War. At the 1993 Philadelphia conference, Hamas leaders' statements indicated that they read George H. W. Bush's outline of a New World Order as embodying a tacit aim to destroy Islam, and that therefore funding should focus on enhancing the Islamic roots of Palestinian society and promoting jihad, which also means zeal for social justice, in the occupied territories. Hamas became particularly fastidious about maintaining separate resourcing for its respective branches of activity—military, political and social services. It has had a holding company in East Jerusalem (Beit al-Mal), a 20% stake in Al Aqsa International Bank which served as its financial arm, the Sunuqrut Global Group and al-Ajouli money-changing firm. By 2011, Hamas's budget, calculated to be roughly US$70 million, derived even more substantially (85%) from foreign, rather than internal Palestinian, sources. Only two Israeli-Palestinian sources figure in a list seized in 2004, while the other contributors were donor bodies located in Jordan, Qatar, Kuwait, Saudi Arabia, Britain, Germany, the United States, United Arab Emirates, Italy and France. Much of the money raised comes from sources that direct their assistance to what Hamas describes as its charitable work for Palestinians, but investments in support of its ideological position are also relevant, with Persian Gulf States and Saudi Arabia prominent in the latter. Matthew Levitt claims that Hamas also taps money from corporations, criminal organizations and financial networks that support terror. It is also alleged that it engages in cigarette and drug smuggling, multimedia copyright infringement and credit card fraud. The United States, Israel and the EU have shut down many charities and organs that channel money to Hamas, such as the Holy Land Foundation for Relief. Between 1992 and 2001, this group is said to have provided $6.8 million to Palestinian charities of the $57 million collected. By 2001, it was alleged to have given Hamas $13 million, and was shut down shortly afterwards. About half of Hamas's funding came from states in the Persian Gulf down to the mid 2000s. Saudi Arabia supplied half of the Hamas budget of $50 million in the early 2000s, but, under U.S. pressure, began cut its funding by cracking down on Islamic charities and private donor transfers to Hamas in 2004, which by 2006 drastically reduced the flow of money from that area. Iran and Syria, in the aftermath of Hamas's 2006 electoral victory, stepped in to fill the shortfall. Saudi funding, negotiated with third parties like Egypt, remained supportive of Hamas as a Sunni group but chose to provide more assistance to the PNA, the electoral loser, when the EU responded to the outcome by suspending its monetary aid. During the 1980s, Iran began to provide 10% of Hamas's funding, which it increased annually until by the 1990s it supplied $30 million. It accounted for $22 million, over a quarter of Hamas's budget, by the late 2000s. According to Matthew Levitt, Iran preferred direct financing to operative groups rather than charities, requiring video proof of attacks. Much of the Iran funding is said to be channeled through Hezbollah. After 2006, Iran's willingness to take over the burden of the shortfall created by the drying up of Saudi funding also reflected the geopolitical tensions between the two, since, though Shiite, Iran was supporting a Sunni group traditionally closely linked with the Saudi kingdom. The US imposed sanctions on Iran's Bank Saderat, alleging it had funneled hundreds of millions to Hamas. The US has expressed concerns that Hamas obtains funds through Palestinian and Lebanese sympathizers of Arab descent in the Foz do Iguaçu area of the tri-border region of Latin America, an area long associated with arms trading, drug trafficking, contraband, the manufacture of counterfeit goods, money-laundering and currency fraud. The State Department adds that confirmatory information of a Hamas operational presence there is lacking. After 2009, sanctions on Iran made funding difficult, forcing Hamas to rely on religious donations by individuals in the West Bank, Qatar, and Saudi Arabia. Funds amounting to tens of millions of dollars raised in the Gulf states were transferred through the Rafah Border Crossing. These were not sufficient to cover the costs of governing the Strip and running the al Qassam Brigades, and when tensions arose with Iran over support of President Assad in Syria, Iran dropped its financial assistance to the government, restricting its funding to the military wing, which meant a drop from $150 million in 2012 to $60 million the following year. A further drop occurred in 2015 when Hamas expressed its criticisms of Iran's role in the Yemeni Civil War. In 2017, the PA government imposed its own sanctions against Gaza, including, among other things, cutting off salaries to thousands of PA employees, as well as financial assistance to hundreds of families in the Gaza Strip. The PA initially said it would stop paying for the electricity and fuel that Israel supplies to the Gaza Strip, but after a year partially backtracked. The Israeli government has allowed millions of dollars from Qatar to be funneled on a regular basis through Israel to Hamas, to replace the millions of dollars the PA had stopped transferring to Hamas. Israeli Prime Minister Benjamin Netanyahu explained that letting the money go through Israel meant that it could not be used for terrorism, saying: "Now that we are supervising, we know it's going to humanitarian causes." History Origins Hamas's origins can be traced to the foundation of the Muslim Brotherhood in Egypt in 1928. The Muslim Brotherhood arose as an attempt to have Islamic values extend beyond the mosque into the secular sphere, where it challenged the core assumptions, social, political, ideological, nationalist and economic of the existing ruling order. In 1935 it established contacts in Mandatory Palestine and in 1945 inaugurated its first branch in Jerusalem. Following the Nakba in 1948, which shattered Palestinian society, the Muslim Brotherhood was one of the first organizations to reestablish itself among the Palestinians. When Israel occupied the Palestinian territories in 1967, the Muslim Brotherhood members did not take active part in the resistance, preferring to focus on social-religious reform and on restoring Islamic values. This outlook changed in the early 1980s and Islamic organizations became more involved in Palestinian politics. The driving force behind this transformation was Ahmed Yassin, a Palestinian refugee from Al-Jura. Of humble origins and quadriplegic, he persevered to become one of the Muslim Brotherhood's leaders in Gaza. His charisma and conviction brought him a loyal group of followers, who he, as a quadriplegic, depended on for everything—from feeding him, to transporting him to and from events, and to communicate his strategy to the public. In 1973, Yassin founded the social-religious charity al-Mujama al-Islamiya ("Islamic center") in Gaza as an offshoot to the Muslim Brotherhood. The Israeli authorities encouraged Yassin's charity to expand as they saw it as a useful counterbalance to the secular Palestine Liberation Organization. Yitzhak Segev, who was the Israeli military governor of Gaza at the time, recalled that they even funded his charity: "The Israeli government gave me a budget, and the military government gives to the mosques". Israel's religious affairs official in Gaza, Avner Cohen, later regretfully concluded that Hamas was created by Israel. He claimed to have warned his superiors not to back the Islamists. In 1984 Yassin was arrested after the Israelis found out that his group collected arms, but released in May 1985 as part of a prisoner exchange. He continued to expand the reach of his charity in Gaza. Following his release, he set up al-Majd (an acronym for Munazamat al-Jihad wa al-Da'wa), headed by former student leader Yahya Sinwar and Rawhi Mushtaha, tasked with handling internal security and hunting local informants for the Israeli intelligence services. At about the same time, he ordered former student leader Salah Shehade to set up al-Mujahidun al-Filastiniun (Palestinian fighters), but its militants were quickly rounded up by Israeli authorities and had their arms confiscated. The idea of Hamas began to take form on December 10, 1987, when several members of the Brotherhood convened the day after an incident in which an Israeli army truck had crashed into a car at a Gaza checkpoint killing 4 Palestinian day-workers. They met at Yassin's house and decided that they too needed to react in some manner as the protest riots sparking the First Intifada erupted. A leaflet issued on the 14 December calling for resistance is considered to mark their first public intervention, though the name Hamas itself was not used until January 1988. Yassin was not directly connected to the organization but he gave it his blessing. In a meeting with the Jordanian Muslim Brotherhood in February 1988, it too gave its approval. To many Palestinians it appeared to engage more authentically with their national expectations, since it merely provided an Islamic version of what had been the PLO's original goals, armed struggle to liberate all of Palestine, rather than the territorial compromise the PLO acquiesced in—a small fragment of Mandatory Palestine. Creating Hamas as an entity distinct from the Muslim Brotherhood was a matter of practicality; the Muslim Brotherhood refused to engage in violence against Israel, but without participating in the intifada, the Islamists tied to it feared they would lose support to their rivals the Palestinian Islamic Jihad and the PLO. They also hoped that by keeping its militant activities separate, Israel would not interfere with its social work. Hamas published its charter in August 1988, wherein it defined itself as a chapter of the Muslim Brotherhood and its desire to establish "an Islamic state throughout Palestine" (for details on the charter see Hamas Charter (1988)). Co-founder Yassin was convinced that Israel was endeavouring to destroy Islam, and concluded that loyal Muslims had a religious obligation to destroy Israel. The short-term goal of Hamas was to liberate Palestine, including modern-day Israel, from Israeli occupation. The long-term aim sought to establish an Islamic state from the Jordan River to the Mediterranean Sea, remarkably similar to, and perhaps derived from, the Zionist notion of the same area under a Jewish majority. First Intifada Hamas's first strike against Israel came in the spring 1989 as it abducted and killed Avi Sasportas and Ilan Saadon, two Israeli soldiers. At the time, Shehade and Sinwar served time in Israeli prisons and Hamas had set up a new group, Unit 101, headed by Mahmoud al-Mabhouh, whose objective was to abduct soldiers. The discovery of Sasportas' body triggered, in the words of Jean-Pierre Filiu, 'an extremely violent Israeli response': hundreds of Hamas leaders and activists, among them Yassin, who was sentenced to life in prison, were arrested, and Hamas was outlawed. This mass detention of activists, together with a further wave of arrests in 1990, effectively dismantled Hamas and, devastated, it was forced to adapt; its command system became regionalized to make its operative structure more diffuse, and to minimize the chances of being detected. Anger following the al-Aqsa massacre in October 1990 in which Muslim worshippers had tried to prevent Orthodox Jews from placing a foundation stone for the Third Temple on the Temple Mount and Israeli police fired into the al-Aqsa mosque, killing 17, caused Hamas to intensify its campaign of abductions. Hamas declared every Israeli soldier a target and called for a "jihad against the Zionist enemy everywhere, in all fronts and every means." Hamas reorganized its units from al-Majd and al-Mujahidun al-Filastiniun into a military wing called the Izz ad-Din al-Qassam Brigades led by Yahya Ayyash in the summer of 1991 or 1992. The name comes from the militant Palestinian nationalist leader Sheikh Izz ad-Din al-Qassam who fought against the British and whose death in 1935 sparked the 1936–1939 Arab revolt in Palestine. Though its members sometimes referred to themselves as "Students of Ayyash", "Students of the Engineer", or "Yahya Ayyash Units". At the outset, weapons were hard to come by, and the organization began to resort to intermittent kidnappings of soldiers to secure arms and munitions. Ayyash, an engineering graduate from Birzeit University, was a skillful bomb maker and greatly improved Hamas' striking capability, earning him the nickname al-Muhandis ("the Engineer"). He is thought to have been one of the driving forces in Hamas' use of suicide bombings, arguing that "we paid a high price when we only used slingshots and stones. We need to exert more pressure, make the cost of the occupation that much more expensive in human lives, that much more unbearable". Until his assassination by Shin Bet in 1996, almost all bombs used on suicide missions were constructed by him. In December 1992 Israel responded to the killing of a border police officer by exiling 415 members of Hamas and Islamic Jihad to Southern Lebanon, at the time occupied by Israel. There Hamas established contacts with Hezbollah, Palestinians living in refugee camps, and learnt how to construct suicide and car bombs. Israel accompanied the deportations by the imposition of a two-week curfew on the Strip, causing an income shortfall for its economy of $1,810,000 per diem. The deportees were allowed to return nine months later. The deportation provoked international condemnation and a unanimous UN Security Council resolution condemning the action. Hamas ordered two car bombs in retaliation for the deportation. Hamas first suicide bombing took place at Mehola Junction in the West Bank in April 1993 using a car parked between two buses, carrying soldiers. Aside from the bomber, the blast killed a Palestinian that worked in a nearby settlement. The bomb design was flawed but Hamas would soon learn how to manufacture more lethal bombs. Collaborators In the first years of the Intifada, Hamas violence was restricted to Palestinians; collaborators with Israel and individuals it defined as "moral deviants," that is, drug dealers and prostitutes known to enjoy ties with Israeli criminal networks, or for engaging in loose behavior, such as seducing women in hairdressing salons with alcohol, behaviour Hamas considered was encouraged by Israeli agents. Hamas leaders likened their rooting out of collaborators to what the French resistance did with Nazi collaborators in World War II. In 1992 alone they executed more than 150. Details of the methods were published in The New York Times in 1993. In Western media this was reported as typical "intercommunal strife" among Arabs. Hamas's actions in the First Intifada expanded its popularity. In 1989 fewer than three percent of the Palestinians in Gaza supported Hamas. By October 1993 this figure had increased to 13%, a number that still paled in comparison to Fatah which enjoyed the support of 45% of the Palestinians in the occupied territories. Oslo years In February 1994, Baruch Goldstein, a Jewish settler in military fatigues, massacred 29 Muslims at prayer in the Ibrahimi Mosque in Hebron in the West Bank during the month of Ramadan. An additional 19 Palestinians were killed by Israeli forces in the ensuing riots. Israeli Prime Minister Yitzhak Rabin condemned the massacre but fearing a confrontation with Hebron's violent settler community, he refused to withdraw them, and Hamas swore to avenge the deaths. In a communique it announced that if Israel didn't discriminate between "fighters and civilians" then it would be "forced ... to treat the Zionists in the same manner. Treating like with like is a universal principle." At the end of the 40-day mourning period for Goldstein's victims, on April 6, a suicide bomber blew up his car at a crowded bus stop in Afula, killing eight Israelis and injuring 34. An additional five Israelis were killed and 30 injured as a Palestinian detonated himself on a bus in Hadera a week later. Hamas claimed responsibility for both attacks which were the first suicide bombings in Israel. The attacks may have been timed to disrupt negotiations between Israel and PLO on the implementation of the Oslo I Accord. A bomb on a bus in downtown Tel Aviv in October, killing 22 and injuring 45, was Hamas first successful attack in the city. In late December 1995, Hamas promised the Palestinian Authority (PA) to cease military operations. But it was not to be as Shin Bet assassinated Ayyash, the 29-year-old leader of the al-Qassam Brigades on January 5, 1996 using a booby-trapped cellphone given to Ayyash by his uncle who worked as an informer. Nearly 100,000 Gazans, about 11% of the total population, marched in his funeral. Hamas resumed its campaign of suicide bombings which had been dormant for a good part of 1995 to retaliate the assassination. In September 1997, Israel's Prime Minister Benjamin Netanyahu ordered the assassination of Hamas leader Khaled Mashal who lived in Jordan. Two Mossad agents entered Jordan on false Canadian passports and sprayed Mashal with a nerve agent on a street in Amman. They were caught however and King Hussein threatened to put the agents on trial unless Israel provided Mashal with an antidote and released Yassin. Israel obliged and the antidote saved Mashal's life. Yassin was returned to Gaza where he was given a hero's welcome with banners calling him the "sheikh of the Intifada". Yassin's release temporarily boosted Hamas' popularity and at a press conference Yassin declared: "There will be no halt to armed operations until the end of the occupation ... we are peace-seekers. We love peace. And we call on them [the Israelis] to maintain peace with us and to help us in order to restore our rights by peace." Although the suicide attacks by the al-Qassam Brigades and other groups violated the 1993 Oslo accords (which Hamas opposed), Arafat was reluctant to pursue the attackers and may have had inadequate means to do so. Impact of the Hebron massacre The Hebron massacre had a profound effect on Hamas' militancy. For its first seven years, it attacked only what it saw as "legitimate military targets," Israeli soldiers and military installations. But following the massacre, it felt that it no longer had to distinguish between military and civilian targets. The leader of the Muslim Brotherhood in the West Bank, Sheikh Ahmed Haj Ali, later argued that "had there not been the 1994 Ibrahimi Mosque massacre, there would have been no suicide bombings." Al-Rantisi in an interview in 1998 stated that the suicide attacks "began after the massacre committed by the terrorist Baruch Goldstein and intensified after the assassination of Yahya Ayyash." Musa Abu Marzouk put the blame for the escalation on the Israelis: "We were against targeting civilians ... After the Hebron massacre we determined that it was time to kill Israel's civilians ... we offered to stop if Israel would, but they rejected that offer." According to Matti Steinberg, former advisor to Shin Bet and one of Israel's leading experts on Hamas, the massacre laid to rest an internal debate within Hamas on the usefulness of indiscriminate violence: "In the Hamas writings there is an explicit prohibition against indiscriminate harm to helpless people. The massacre at the mosque released them from this taboo and introduced a dimension of measure for measure, based on citations from the Koran." Expulsion from Jordan In 1999 Hamas was banned in Jordan, reportedly in part at the request of the United States, Israel, and the Palestinian Authority. Jordan's King Abdullah feared the activities of Hamas and its Jordanian allies would jeopardize peace negotiations between the Palestinian Authority and Israel, and accused Hamas of engaging in illegitimate activities within Jordan. In mid-September 1999, authorities arrested Hamas leaders Khaled Mashal and Ibrahim Ghosheh on their return from a visit to Iran, and charged them with being members of an illegal organization, storing weapons, conducting military exercises, and using Jordan as a training base. The Hamas leaders denied the charges. Mashal was exiled and eventually settled in Damascus in Syria in 2001. As a result of the Syrian civil war he distanced himself from Bashar al-Assad's regime in 2012 and moved to Qatar. Popular support While the Palestinians were used to the idea that their young was willing to die for the struggle, the idea that they would strap explosives to their bodies and blow themselves up was a new and not well-supported development. A poll taken in 1996 after the wave of suicide bombings Hamas carried out to retaliate Israel's assassination of Ayyash showed that most 70% opposed the tactic and 59% called for Arafat to take action to prevent further attacks. In the political arena Hamas continued to trail far behind its rival Fatah; 41% trusted Arafat in 1996 but only 3% trusted Yasssin. Second Intifada In contrast to the preceding uprising, the Al-Aqsa or Second Intifada began violently, with mass demonstrations and lethal Israeli counter-insurgency tactics. Prior to the incidents surrounding Ariel Sharon's visit to the Temple Mount, Palestinian support for violence against Israelis and for Hamas had been gauged to be 52% and 10%, respectively. By July of the following year, after almost a year of savage conflict, polling indicated that 86% of Palestinians endorsed violence against Israelis and support for Hamas had risen to 17%. The al-Qassam Brigades were among the many militant groups that launched both military-style attacks and suicide bombings against Israeli civilian and military targets in this period. In the ensuing years almost 5000 Palestinians and over 1100 Israelis were killed. While there was a large number of Palestinian attacks against Israelis, the Palestinians' most effective form of violence were suicide attacks; in the first five years of the intifada a little more than half of all Israeli deaths were victims of suicide attacks. Hamas was responsible for about 40% of the 135 suicide attacks in the period. Whatever the immediate circumstances triggering the uprising, a more general cause, writes U.S. political science professor Jeremy Pressman, was "popular Palestinian discontent [that] grew during the Oslo peace process because the reality on the ground did not match the expectations created by the peace agreements". Hamas would be the beneficiary of this growing discontent in the 2006 Palestinian Authority legislative elections. According to Tristan Dunning, Israel has never responded to repeated offers by Hamas over subsequent years for a quid pro quo moratorium on attacks against civilians'. It has engaged in several tadi'a (periods of calm), and proposed a number of ceasefires. In January 2004, Hamas leader Ahmed Yassin, prior to his assassination, said that the group would end armed resistance against Israel for a 10-year hudna. in exchange for a Palestinian state in the West Bank, Gaza Strip, and East Jerusalem, and that restoring Palestinians' "historical rights" (relating to the 1948 Palestinian exodus) "would be left for future generations". His views were quickly echoed by senior Hamas official Abdel Aziz al-Rantissi, who added that Hamas envisaged a "phased liberation". Israel's response was to assassinate Yassin in March in a targeted Israeli air strike, and then al-Rantisi in a similar air strike in April. 2006 presidential and legislative elections Hamas boycotted the 1996 Palestinian general election and the 2005 Palestinian presidential election, but decided to participate in the 2006 Palestinian legislative election, the first to take place after the death of Yassir Arafat. The EU figured prominently in the proposal that democratic elections be held in the territories. In the run-up to the polling day, the US administration's Condoleezza Rice, Israel's Tzipi Livni and British Prime Minister Tony Blair all expressed reservations about allowing Hamas to compete in a democratic process. Hamas ran on a platform of clean government, a thorough overhaul of the corrupt administrative system, and the issue of rampant lawlessness. The PA, notoriously riddled with corruption, chose to run Marwan Barghouti as its leading candidate, who was serving five life sentences in Israel. The US donated two million dollars to the PA to improve its media image. Israel also assisted the PA by allowing Barghouti to be interviewed in prison by Arab television and by permitting 100,000 Palestinians in East Jerusalem to vote. Crucially, the election took place shortly after Israel had evacuated its settlements in Gaza. The evacuation, executed without consulting Fatah, gave currency to Hamas' view that resistance had compelled Israel to leave Gaza. In a statement Hamas portrayed it as a vindication of their strategy of armed resistance ("Four years of resistance surpassed 10 years of bargaining") and Muhammed Deif attributed "the Liberation of Gaza" to his comrades "love of martyrdom". Hamas, intent on displaying its power through a plebiscite rather than by violence, announcing that it would refrain from attacks on Israel if Israel were to desist from its offensive against Palestinian towns and villages. Its election manifesto dropped the Islamic agenda, spoke of sovereignty for the Palestinian territories, including Jerusalem (an implicit endorsement of the two-state solution), while conceding nothing about its claims to all of Palestine. It mentioned "armed resistance" twice and affirmed in article 3.6 that it was a right to resist the "terrorism of occupation". A Palestinian Christian figured on its candidate list. Hamas won 76 seats, excluding four won by independents supporting Hamas, and Fatah only 43. The election was judged by international observers to have been "competitive and genuinely democratic". The EU said that they had been run better than elections in some members countries of the union, and promised to maintain its financial support. Egypt, Saudi Arabia, Qatar, and the United Arab Emirates urged the US to give Hamas a chance, and that it was inadvisable to punish Palestinians for their choice, a position also endorsed by the Arab League a month later. The EU's promise was short-lived; three months later, in violating of its core principles regarding free elections, it abruptly froze financial assistance to the Hamas-led government, following the example set by the US and Canada. It undertook to instead channel funds directly to people and projects, and pay salaries only to Fatah members, employed or otherwise. Hamas assumed the administration of Gaza following its electoral victory and introduced radical changes. It inherited a chaotic situation of lawlessness, since the economic sanctions imposed by Israel, the US and the Quartet had crippled the PA's administrative resources, leading to the emergence of numerous mafia-style gangs and terror cells modeled after Al Qaeda. Writing in Foreign Affairs, Daniel Byman later stated: After it took over the Gaza Strip Hamas revamped the police and security forces, cutting them 50,000 members (on paper, at least) under Fatah to smaller, efficient forces of just over 10,000, which then cracked down on crime and gangs. No longer did groups openly carry weapons or steal with impunity. People paid their taxes and electric bills, and in return authorities picked up garbage and put criminals in jail. Gaza-neglected under Egyptian and then Israeli control, and misgoverned by Palestinian leader Yasir Arafat and his successors-finally has a real government.' In early February 2006, Hamas offered Israel a ten-year truce "in return for a complete Israeli withdrawal from the occupied Palestinian territories: the West Bank, Gaza Strip and East Jerusalem," and recognition of Palestinian rights including the "right of return". Mashal added that Hamas was not calling for a final end to armed operations against Israel, and it would not impede other Palestinian groups from carrying out such operations. National Unity Government After the election, the Quartet on the Middle East (the United States, Russia, the European Union (EU), and the United Nations) stated that assistance to the Palestinian Authority would only continue if Hamas renounced violence, recognized Israel, and accepted previous Israeli-Palestinian agreements, which Hamas refused to do. The Quartet then imposed a freeze on all international aid to the Palestinian territories. In 2006 after the Gaza election, Hamas leader sent a letter addressed to George W. Bush where he among other things declared that Hamas would accept a state on the 1967 borders including a truce. However, the Bush administration did not reply. Legislative policy and reforming the judiciary Khaled Hroub wrote that Hamas' "[s]tress the separation between the three powers, the legislative, executive and judicial; activate the role of the Constitutional Court; re-form the Judicial Supreme Council and choose its members by elections and on the basis of qualifications rather than partisan, personal, and social considerations [...]; enact the necessary laws that guarantee the neutrality of general prosecutor [...] [and] laws that will stop any transgression by the executive power on the constitution." Public freedoms and citizen rights Hroub reported that Hamas' new documents include to "[a]chieve equality before the law among citizens in rights and duties; bring security to all citizens and protect their properties and assure their safety against arbitrary arrest, torture, or revenge; stress the culture of dialogue [...]; support the press and media institutions and maintain the right of journalists to access and to publish information; maintain freedom and independence of professional syndicates and preserve the rights of their membership." Hamas–Fatah conflict After the formation of the Hamas-led cabinet on March 20, 2006, tensions between Fatah and Hamas militants progressively rose in the Gaza strip as Fatah commanders refused to take orders from the government while the Palestinian Authority initiated a campaign of demonstrations, assassinations and abductions against Hamas, which led to Hamas responding. Israeli intelligence warned Mahmoud Abbas that Hamas had planned to kill him at his office in Gaza. According to a Palestinian source close to Abbas, Hamas considers president Abbas to be a barrier to its complete control over the Palestinian Authority and decided to kill him. In a statement to Al Jazeera, Hamas leader Mohammed Nazzal, accused Abbas of being party to besieging and isolating the Hamas-led government. On June 9, 2006, during an Israeli artillery operation, an explosion occurred on a busy Gaza beach, killing eight Palestinian civilians. It was assumed that Israeli shellings were responsible for the killings, but Israeli government officials denied this. Hamas formally withdrew from its 16-month ceasefire on June 10, taking responsibility for the subsequent Qassam rocket attacks launched from Gaza into Israel. On June 25, two Israeli soldiers were killed and another, Gilad Shalit, captured following an incursion by the Izz ad-Din al-Qassam Brigades, Popular Resistance Committees and Army of Islam. In response, the Israeli military launched Operation Summer Rains three days later, to secure the release of the kidnapped soldier, arresting 64 Hamas officials. Among them were 8 Palestinian Authority cabinet ministers and up to 20 members of the Palestinian Legislative Council, The arrests, along with other events, effectively prevented the Hamas-dominated legislature from functioning during most of its term. Shalit was held captive until 2011, when he was released in exchange for 1,027 Palestinian prisoners. Since then, Hamas has continued building a network of internal and cross-border tunnels, which are used to store and deploy weapons, shield militants, and facilitate cross-border attacks. Destroying the tunnels was a primary objective of Israeli forces in the 2014 Israel–Gaza conflict. In February 2007 Saudi-sponsored negotiations led to the Hamas & Fatah Mecca Agreement to form a unity government, signed by Mahmoud Abbas on behalf of Fatah and Khaled Mashal on behalf of Hamas. The new government was called on to achieve Palestinian national goals as approved by the Palestine National Council, the clauses of the Basic Law and the National Reconciliation Document (the "Prisoners' Document") as well as the decisions of the Arab summit. In March 2007, the Palestinian Legislative Council established a national unity government, with 83 representatives voting in favor and three against. Government ministers were sworn in by Mahmoud Abbas, the chairman of the Palestinian Authority, at a ceremony held simultaneously in Gaza and Ramallah. In June that year, renewed fighting broke out between Hamas and Fatah. In a leaked comment by Major General Yadlin to the American Ambassador Richard H Jones at this point (June 12, 2007), Yadlin emphasized Hamas's electoral victory and an eventual Fatah withdrawal from Gaza would be advantageous to Israeli interests, in that the PLO's relocation to the West Bank would allow Israel to treat the Gaza Strip and Hamas as a hostile country. In the course of the June 2007 Battle of Gaza, Hamas exploited the near total collapse of Palestinian Authority forces in Gaza, to seize control of Gaza, ousting Fatah officials. President Mahmoud Abbas then dismissed the Hamas-led Palestinian Authority government. and outlawed the Hamas militia. At least 600 Palestinians died in fighting between Hamas and Fatah. Human Rights Watch, a U.S.-based group, accused both sides in the conflict of torture and war crimes. Human Rights Watch estimates several hundred Gazans were "maimed" and tortured in the aftermath of the Gaza War. 73 Gazan men accused of "collaborating" had their arms and legs broken by "unidentified perpetrators" and 18 Palestinians accused of collaborating with Israel, who had escaped from Gaza's main prison compound after Israel bombed the facility, were executed by Hamas security officials in the first days of the conflict. Hamas security forces attacked hundreds Fatah officials who supported Israel. Human Rights Watch interviewed one such person: In March 2012 Mahmoud Abbas stated that there were no political differences between Hamas and Fatah as they had reached agreement on a joint political platform and on a truce with Israel. Commenting on relations with Hamas, Abbas revealed in an interview with Al Jazeera that "We agreed that the period of calm would be not only in the Gaza Strip, but also in the West Bank," adding that "We also agreed on a peaceful popular resistance [against Israel], the establishment of a Palestinian state along the 1967 borders and that the peace talks would continue if Israel halted settlement construction and accepted our conditions." Progress has stalled, until an April 2014 agreement to form a compromise unity government, with elections to be held in late 2014. These elections did not take place and following a new agreement, the next Palestinian general election is scheduled to take place by the end of March, 2021. 2008–2009 Gaza War On June 17, 2008, Egyptian mediators announced that an informal truce had been agreed to between Hamas and Israel. Hamas agreed to cease rocket attacks on Israel, while Israel agreed to allow limited commercial shipping across its border with Gaza, barring any breakdown of the tentative peace deal; Hamas also hinted that it would discuss the release of Gilad Shalit. Israeli sources state that Hamas also committed itself to enforce the ceasefire on the other Palestinian organizations. Even before the truce was agreed to, some on the Israeli side were not optimistic about it, Shin Bet chief Yuval Diskin stating in May 2008 that a ground incursion into Gaza was unavoidable and would more effectively quell arms smuggling and pressure Hamas into relinquishing power. While Hamas was careful to maintain the ceasefire, the lull was sporadically violated by other groups, sometimes in defiance of Hamas. For example, on June 24 Islamic Jihad launched rockets at the Israeli town of Sderot; Israel called the attack a grave violation of the informal truce, and closed its border crossings with Gaza. On November 4, 2008, Israeli forces, in an attempt to stop construction of a tunnel, killed six Hamas gunmen in a raid inside the Gaza Strip. Hamas responded by resuming rocket attacks, a total of 190 rockets in November according to Israel's military. With the six-month truce officially expired on December 19, Hamas launched 50 to more than 70 rockets and mortars into Israel over the next three days, though no Israelis were injured. On December 21, Hamas said it was ready to stop the attacks and renew the truce if Israel stopped its "aggression" in Gaza and opened up its border crossings. On December 27 and 28, Israel implemented Operation Cast Lead against Hamas. Egyptian President Hosni Mubarak said "We warned Hamas repeatedly that rejecting the truce would push Israel to aggression against Gaza." According to Palestinian officials, over 280 people were killed and 600 were injured in the first two days of airstrikes. Most were Hamas police and security officers, though many civilians also died. According to Israel, militant training camps, rocket-manufacturing facilities and weapons warehouses that had been pre-identified were hit, and later they attacked rocket and mortar squads who fired around 180 rockets and mortars at Israeli communities. Chief of Gaza police force Tawfiq Jabber, head of the General Security Service Salah Abu Shrakh, senior religious authority and security officer Nizar Rayyan, and Interior Minister Said Seyam were among those killed during the fighting. Although Israel sent out thousands of cell-phone messages urging residents of Gaza to leave houses where weapons may be stored, in an attempt to minimise civilian casualties, some residents complained there was nowhere to go because many neighborhoods had received the same message. Israeli bombs landed close to civilian structures such as schools, and some alleged that Israel was deliberately targeting Palestinian civilians. Israel declared a unilateral ceasefire on January 17, 2009. Hamas responded the following day by announcing a one-week ceasefire to give Israel time to withdraw its forces from the Gaza Strip. Israeli, Palestinian, and third-party sources disagreed on the total casualty figures from the Gaza war, and the number of Palestinian casualties who were civilians. In November 2010, a senior Hamas official acknowledged that up to 300 fighters were killed and "In addition to them, between 200 and 300 fighters from the Al-Qassam Brigades and another 150 security forces were martyred." These new numbers reconcile the total with those of the Israeli military, which originally said were 709 "terror operatives" killed. After the Gaza War On August 16, 2009, Hamas leader Khaled Mashal stated that the organization is ready to open dialogue with the Obama administration because its policies are much better than those of former U.S. president George W. Bush: "As long as there's a new language, we welcome it, but we want to see not only a change of language, but also a change of policies on the ground. We have said that we are prepared to cooperate with the US or any other international party that would enable the Palestinians to get rid of occupation." Despite this, an August 30, 2009 speech during a visit to Jordan in which Mashal expressed support for the Palestinian right of return was interpreted by David Pollock of the Washington Institute for Near East Policy as a sign that "Hamas has now clearly opted out of diplomacy." In an interview in May 2010, Mashal said that if a Palestinian state with real sovereignty was established under the conditions he set out, on the borders of 1967 with its capital Jerusalem and with the right of return, that will be the end of the Palestinian resistance, and then the nature of any subsequent ties with Israel would be decided democratically by the Palestinians. In July 2009, Khaled Mashal, Hamas's political bureau chief, stated Hamas's willingness to cooperate with a resolution to the Arab-Israeli conflict, which included a Palestinian state based on 1967 borders, provided that Palestinian refugees be given the right to return to Israel and that East Jerusalem be recognized as the new state's capital. In 2011, after the outbreak of the Syrian Civil War, Hamas distanced itself from the Syrian regime and its members began leaving Syria. Where once there were "hundreds of exiled Palestinian officials and their relatives", that number shrunk to "a few dozen". In 2012, Hamas publicly announced its support for the Syrian opposition. This prompted Syrian state TV to issue a "withering attack" on the Hamas leadership. Khaled Mashal said that Hamas had been "forced out" of Damascus because of its disagreements with the Syrian regime. In late October, Syrian Army soldiers shot dead two Hamas leaders in Daraa refugee camp. On November 5, 2012, the Syrian state security forces shut down all Hamas offices in the country. In January 2013, another two Hamas members were found dead in Syria's Husseinieh camp. Activists said the two had been arrested and executed by state security forces. In 2013, it was reported that the military wing of Hamas had begun training units of the Free Syrian Army. In 2013, after "several intense weeks of indirect three-way diplomacy between representatives of Hamas, Israel, and the Palestinian Authority", no agreement was reached. Also, intra-Palestinian reconciliation talks stalled and, as a result, during Obama's visit to Israel, Hamas launched five rocket strikes on Israel. In November, Isra Almodallal was appointed the first spokeswoman of the group. 2014 Israel–Gaza conflict On July 8, 2014 Israel launched Operation Protective Edge to counter increased Hamas rocket fire from Gaza. The conflict ended with a permanent cease-fire after 7 weeks, and more than 2,200 dead. 64 of the dead were Israeli soldiers, 7 were civilians in Israel (from rocket attacks), and 2,101 were killed in Gaza, of which according to UN OCHA at least 1,460 were civilians. Israel says 1,000 of the dead were militants. Following the conflict, Mahmoud Abbas president of the Palestinian Authority, accused Hamas of needlessly extending the fighting in the Gaza Strip, contributing to the high death toll, of running a "shadow government" in Gaza, and of illegally executing scores of Palestinians. Hamas has complained about the slow delivery of reconstruction materials after the conflict and announced that they were diverting these materials from civilian uses to build more infiltration tunnels. Reconciliation attempts In 2016, Hamas began security co-ordination with Egypt to crack down on Islamic terrorist organizations in Sinai, in return for economic aid. In May 2017, Hamas unveiled its new charter, in an attempt to moderate its image. The charter no longer calls for Israel's destruction, but still calls for liberation of Palestine and to 'confront the Zionist project'. It also confirms acceptance of the 1967 borders as the basis for establishing a Palestinian state as well as not being an offshoot of the Muslim Brotherhood. In October 2017, Fatah and Hamas signed yet another reconciliation agreement. The partial agreement addresses civil and administrative matters involving Gaza and the West Bank. Other contentious issues such as national elections, reform of the Palestine Liberation Organization (PLO) and possible demilitarization of Hamas were to be discussed in the next meeting in November 2017, due to a new step-by-step approach. 2018–2019 Gaza border protests Between 2018 and 2019, Hamas participated in "the Great March of Return" along the Gaza border with Israel. At least 183 Palestinians were killed. 2021 Israel–Palestine crisis In May 2021, after tensions escalated in Sheikh Jarrah and the al-Aqsa mosque compound in Jerusalem, Israel and Hamas clashed in Gaza once again. After eleven days of fighting, at least 243 people were killed in Gaza and 12 in Israel. Media Al-Aqsa TV Al-Aqsa TV is a television channel founded by Hamas. The station began broadcasting in the Gaza Strip on January 9, 2006, less than three weeks before the Palestinian legislative elections. It has shown television programs, including some children's television, which deliver anti-semitic messages. Hamas has stated that the television station is "an independent media institution that often does not express the views of the Palestinian government headed by Ismail Haniyeh or of the Hamas movement," and that Hamas does not hold anti-semitic views. The programming includes ideologically tinged children's shows, news talk, and religiously inspired entertainment. According to the Anti-Defamation League, the station promotes terrorist activity and incites hatred of Jews and Israelis. Al-Aqsa TV is headed by Fathi Ahmad Hammad, chairman of al-Ribat Communications and Artistic Productions—a Hamas-run company that also produces Hamas's radio station, Voice of al-Aqsa, and its biweekly newspaper, The Message. Children's magazine Al-Fateh ("the conqueror") is the Hamas children's magazine, published biweekly in London, and also posted in an online website. It began publication in September 2002, and its 108th issue was released in mid-September 2007. The magazine features stories, poems, riddles, and puzzles, and states it is for "the young builders of the future". According to MEMRI (three of whose seven founding staff had formerly served in the IDF), the magazine includes incitement to jihad and martyrdom and glorification of terrorist operations and of their planners and perpetrators. as well as characterizations of Jews as "murderers of the prophets" and laudatory descriptions of parents who encourage their sons to kill Jews. In each issue, a regular feature titled "The Story of a Martyr" presents the "heroic deeds" of a mujahid from one of the organizations who died in a suicide operation, including operations against civilians, or who was killed by the IDF. MEMRI also noted that the magazine includes illustrations of figures, including child warriors, who embody the ethos of jihad and martyrdom, presenting them as role models. These include the magazine's titular character, Al-Fateh ("The Conqueror")—a small boy on a horse brandishing a drawn scimitar—as well as children carrying guns, and photos of Hamas fighters launching Qassam rockets. Hamas Charter (1988) The foundational document of Hamas, the Hamas Charter (mīthāq ḥarakat), was, according to Khaled Hroub written by a single individual and made public without going through the usual prior consultation process. It was then signed on August 18, 1988. It contains both antisemitic passages and characterizations of Israeli society as Nazi-like in its cruelty, and irredentist claims. It declares all of Palestine a waqf, an unalienable religious property consisting of land endowed to Muslims in perpetuity by God, with religious coexistence under Islam's rule. The charter rejects a two-state solution, stating that the conflict cannot be resolved "except through jihad". Article 6 states that the movement's aim is to "raise the banner of Allah over every inch of Palestine, for under the wing of Islam followers of all religions can coexist in security and safety where their lives, possessions and rights are concerned". It adds that, "when our enemies usurp some Islamic lands, jihad becomes a duty binding on all Muslims", for which the whole of the land is non-negotiable, a position likened, without the racist sentiments present in the Hamas charter, to that in the Likud party platform and in movements like Gush Emunim. For Hamas, to concede territory is seen as equivalent to renouncing Islam itself. Decades down the line, Hamas's official position changed with regard to a two-state solution. Khaled Mashaal, its leader, has publicly affirmed the movement's readiness to accept such a division. When Hamas won a majority in the 2006 Palestinian legislative election, Haniyeh, then president-elect, sent messages to both George Bush and Israel's leaders asking to be recognized and offering a long-term truce (hudna), along the 1967 border lines. No response was forthcoming. Mousa Marzook said in 2007 that the charter could not be altered because it would look like a compromise not acceptable to the 'street' and risk fracturing the party's unity. Hamas leader Khaled Meshaal has stated that the Charter is "a piece of history and no longer relevant, but cannot be changed for internal reasons". Ahmed Yousef, senior adviser to Ismail Haniyeh, added in 2011 that it reflected the views of the Elders in the face of a 'relentless occupation.' The details of its religious and political language had not been examined within the framework of international law, and an internal committee review to amend it was shelved out of concern not to offer concessions to Israel, as had Fatah, on a silver platter. While Hamas representatives recognize the problem, one official notes that Arafat got very little in return for changing the PLO Charter under the Oslo Accords, and that there is agreement that little is gained from a non-violent approach. Richard Davis says the dismissal by contemporary leaders of its relevance and yet the suspension of a desire to rewrite it reflects the differing constituencies Hamas must address, the domestic audience and international relations. The charter itself is considered an 'historical relic.' In March 2006, Hamas released its official legislative program. The document clearly signaled that Hamas could refer the issue of recognizing Israel to a national referendum. Under the heading "Recognition of Israel," it stated simply (AFP, 3/11/06): "The question of recognizing Israel is not the jurisdiction of one faction, nor the government, but a decision for the Palestinian people." This was a major shift away from their 1988 charter. A few months later, via University of Maryland's Jerome Segal, the group sent a letter to U.S. President George W. Bush stating they "don't mind having a Palestinian state in the 1967 borders", and asked for direct negotiations: "Segal emphasized that a state within the 1967 borders and a truce for many years could be considered Hamas's de facto recognition of Israel." In an April 2008 meeting between Hamas leader Khaled Mashal and former U.S. President Jimmy Carter, an understanding was reached in which Hamas agreed it would respect the creation of a Palestinian state in the territory seized by Israel in the 1967 Six-Day War, provided this were ratified by the Palestinian people in a referendum. Hamas later publicly offered a long-term truce with Israel if Israel agreed to return to its 1967 borders and grant the "right of return" to all Palestinian refugees. In November 2008, Hamas leader Ismail Haniyeh re-stated that Hamas was willing to accept a Palestinian state within the 1967 borders, and offered Israel a long-term truce "if Israel recognized the Palestinians' national rights". In 2009, in a letter to UN Secretary General Ban Ki-moon, Haniyeh repeated his group's support for a two-state settlement based on 1967 borders: "We would never thwart efforts to create an independent Palestinian state with borders [from] June 4, 1967, with Jerusalem as its capital." On December 1, 2010, Ismail Haniyeh again repeated, "We accept a Palestinian state on the borders of 1967, with Jerusalem as its capital, the release of Palestinian prisoners, and the resolution of the issue of refugees," and "Hamas will respect the results [of a referendum] regardless of whether it differs with its ideology and principles." In February 2012, according to the Palestinian authority, Hamas forswore the use of violence. Evidence for this was provided by an eruption of violence from Islamic Jihad in March 2012 after an Israeli assassination of a Jihad leader, during which Hamas refrained from attacking Israel. "Israel—despite its mantra that because Hamas is sovereign in Gaza it is responsible for what goes on there—almost seems to understand," wrote Israeli journalists Avi Issacharoff and Amos Harel, "and has not bombed Hamas offices or installations". Israel has rejected some truce offers by Hamas because it contends the group uses them to prepare for more fighting rather than peace. The Atlantic magazine columnist Jeffrey Goldberg, along with other analysts, believes Hamas may be incapable of permanent reconciliation with Israel. Mkhaimer Abusada, a political scientist at Al Azhar University, writes that Hamas talks "of hudna [temporary ceasefire], not of peace or reconciliation with Israel. They believe over time they will be strong enough to liberate all historic Palestine." Islamization efforts In the Gaza Strip The gender ideology outlined in the Hamas charter, the importance of women in the religious-nationalist project of liberation is asserted as no lesser than that of males. Their role was defined primarily as one of manufacturing males and caring for their upbringing and rearing, though the charter recognized they could fight for liberation without obtaining their husband's permission and in 2002 their participation in jihad was permitted. The doctrinal emphasis on childbearing and rearing as woman's primary duty is not so different from Fatah's view of women in the First Intifada and it also resembles the outlook of Jewish settlers, and over time it has been subjected to change. In 1989, during the First Intifada, a small number of Hamas followers campaigned for the wearing of the hijab, which is not a part of traditional women's attire in Palestine, for polygamy, and also insisted women stay at home and be segregated from men. In the course of this campaign, women who chose not to wear the hijab were verbally and physically harassed, with the result that the hijab was being worn 'just to avoid problems on the streets'. The harassment dropped drastically when, after 18 months UNLU condemned it, though similar campaigns reoccurred. Since Hamas took control of the Gaza Strip in 2007, some of its members have attempted to impose Islamic dress or the hijab head covering on women. Also, the government's "Islamic Endowment Ministry" has deployed Virtue Committee members to warn citizens of the dangers of immodest dress, card playing, and dating. However, there are no government laws imposing dress and other moral standards, and the Hamas education ministry reversed one effort to impose Islamic dress on students. There has also been successful resistance to attempts by local Hamas officials to impose Islamic dress on women. Hamas officials deny having any plans to impose Islamic law, one legislator stating that "What you are seeing are incidents, not policy," and that Islamic law is the desired standard "but we believe in persuasion". The Hamas education ministry reversed one effort to impose Islamic dress on students. When the BBC in 2010 interviewed five "middle-class" women in Gaza City, the subjects generally indicated Hamas attempts to enforce conservative religious standards of dress had been largely rejected by the local population, with some expressing concern that the closure of Gaza would allow the proliferation of extremist enforcement attempts by low-level Hamas officials, and others indicating they were happy to see Hamas enforcing such requirements. They also cited examples of leniency by Hamas authorities, such as allowing widowed women to keep custody of their children so long as they did not remarry, and other relaxations in the enforcement of Shariah law. One woman noted that the environment was "not as bad" as during the First Intifada, when women were subject to public criticism and stonings for failure to obey conservative Islamic standards of dress. One woman complained that women were not free to speak their minds or travel alone, and added: "Hamas want to force themselves onto the people. They want the people to submit to them, this is their cover. They destroyed the reputation of Islam, by saying we're doing this because it is religion. This is how they won the elections." In 2013, UNRWA canceled its annual marathon in Gaza after Hamas rulers prohibited women from participating in the race. In the West Bank In 2005, the human rights organization Freemuse released a report titled "Palestine: Taliban-like attempts to censor music", which said that Palestinian musicians feared that harsh religious laws against music and concerts will be imposed since Hamas group scored political gains in the Palestinian Authority local elections of 2005. The attempt by Hamas to dictate a cultural code of conduct in the 1980s and early 1990s led to a violent fighting between different Palestinian sectors. Hamas members reportedly burned down stores that stocked videos they deemed indecent and destroyed books they described as "heretical". In 2005, an outdoor music and dance performance in Qalqiliya were suddenly banned by the Hamas led municipality, for the reason that such an event would be forbidden by Islam, or "Haram". The municipality also ordered that music no longer be played in the Qalqiliya zoo, and mufti Akrameh Sabri issued a religious edict affirming the municipality decision. In response, the Palestinian national poet Mahmoud Darwish warned that "There are Taliban-type elements in our society, and this is a very dangerous sign." The Palestinian columnist Mohammed Abd Al-Hamid, a resident of Ramallah, wrote that this religious coercion could cause the migration of artists, and said "The religious fanatics in Algeria destroyed every cultural symbol, shattered statues and rare works of art and liquidated intellectuals and artists, reporters and authors, ballet dancers and singers—are we going to imitate the Algerian and Afghani examples?" Tayyip Erdoğan's Turkey as a role model Some Hamas members stated that the model of Islamic government that Hamas seeks to emulate is that of Turkey under the rule of Tayyip Erdoğan. The foremost members to distance Hamas from the practices of Taliban and to publicly support the Erdoğan model were Ahmed Yousef and Ghazi Hamad, advisers to Prime Minister Hanieh. Yusuf, the Hamas deputy foreign minister, reflected this goal in an interview to a Turkish newspaper, stating that while foreign public opinion equates Hamas with the Taliban or al-Qaeda, the analogy is inaccurate. Yusuf described the Taliban as "opposed to everything", including education and women's rights, while Hamas wants to establish good relations between the religious and secular elements of society and strives for human rights, democracy and an open society. According to professor Yezid Sayigh of the King's College in London, how influential this view is within Hamas is uncertain, since both Ahmad Yousef and Ghazi Hamad were dismissed from their posts as advisers to Hamas Prime Minister Ismail Hanieh in October 2007. Both have since been appointed to other prominent positions within the Hamas government. Khaled al-Hroub of the West Bank-based and anti-Hamas Palestinian daily Al Ayyam added that despite claims by Hamas leaders that it wants to repeat the Turkish model of Islam, "what is happening on the ground in reality is a replica of the Taliban model of Islam." Antisemitism and anti-Zionism According to academic Esther Webman, antisemitism is not the main tenet of Hamas ideology, although antisemitic rhetoric is frequent and intense in Hamas leaflets. The leaflets generally do not differentiate between Jews and Zionists. In other Hamas publications and interviews with its leaders, attempts at this differentiation have been made. In 2009 representatives of the small anti-Zionist Jewish group Neturei Karta met with Hamas leader Ismail Haniyeh in Gaza, who stated that he held nothing against Jews but only against the state of Israel. Hamas has made conflicting statements about its readiness to recognize Israel. In 2006 a spokesman signaled readiness to recognize Israel within the 1967 borders. Speaking of requests for Hamas to recognize agreements between the Palestinian Authority and Israel, senior Hamas member Khaled Suleiman said that "these agreements are a reality which we view as such, and therefore I see no problem." Also in 2006, a Hamas official ruled out recognition of Israel with reference to West and East Germany, which never recognized each other. Hamas Charter Article 7 of the Hamas Covenant provides the following quotation, attributed to Muhammad: The Day of Judgement will not come about until Moslems fight the Jews (killing the Jews), when the Jew will hide behind stones and trees. The stones and trees will say O Moslems, O Abdulla, there is a Jew behind me, come and kill him. Only the Gharkad tree (evidently a certain kind of tree), would not do that because it is one of the trees of the Jews. Multiple commentators, including Jeffrey Goldberg and Philip Gourevitch, have identified this passage as incitement to genocide. Article 22 states that the French Revolution, the Russian Revolution, colonialism and both world wars were created by the Zionists or forces supportive of Zionism: You may speak as much as you want about regional and world wars. They were behind World War I, when they were able to destroy the Islamic Caliphate, making financial gains and controlling resources. They obtained the Balfour Declaration, formed the League of Nations through which they could rule the world. They were behind World War II, through which they made huge financial gains by trading in armaments, and paved the way for the establishment of their state. It was they who instigated the replacement of the League of Nations with the United Nations and the Security Council to enable them to rule the world through them. There is no war going on anywhere, without having their finger in it. Article 32 of the Covenant refers to an antisemitic forgery, The Protocols of the Elders of Zion: Today it is Palestine, tomorrow it will be one country or another. The Zionist plan is limitless. After Palestine, the Zionists aspire to expand from the Nile to the Euphrates. When they will have digested the region they overtook, they will aspire to further expansion, and so on. Their plan is embodied in The Protocols of the Elders of Zion, and their present conduct is the best proof of what we are saying. Statements by Hamas members and clerics Statements to an Arab audience In 2008, Imam Yousif al-Zahar of Hamas said in his sermon at the Katib Wilayat mosque in Gaza that "Jews are a people who cannot be trusted. They have been traitors to all agreements. Go back to history. Their fate is their vanishing." Another Hamas legislator and imam, Sheik Yunus al-Astal, discussed a Koranic verse suggesting that "suffering by fire is the Jews' destiny in this world and the next." He concluded "Therefore we are sure that the Holocaust is still to come upon the Jews." Following the rededication of the Hurva Synagogue in Jerusalem in March 2010, senior Hamas figure al-Zahar called on Palestinians everywhere to observe five minutes of silence "for Israel's disappearance and to identify with Jerusalem and the al-Aqsa mosque". He further stated that "Wherever you have been you've been sent to your destruction. You've killed and murdered your prophets and you have always dealt in loan-sharking and destruction. You've made a deal with the devil and with destruction itself—just like your synagogue." On August 10, 2012, Ahmad Bahr, Deputy Speaker of the Hamas Parliament, stated in a sermon that aired on Al-Aqsa TV: If the enemy sets foot on a single square inch of Islamic land, Jihad becomes an individual duty, incumbent on every Muslim, male or female. A woman may set out [on Jihad] without her husband's permission, and a servant without his master's permission. Why? In order to annihilate those Jews. ... O Allah, destroy the Jews and their supporters. O Allah, destroy the Americans and their supporters. O Allah, count them one by one, and kill them all, without leaving a single one.Hamas leader prays for annihilation of Jews, Americans by Greg Tepper, The Times of Israel, August 20, 2012.Hamas top official: Kill every last Jew and American (video), Jewish Journal, August 24, 2012. In an interview with Al-Aqsa TV on September 12, 2012, Marwan Abu Ras, a Hamas MP, who is also a member of the International Union of Muslim Scholars, stated (as translated by MEMRI): On December 26, 2012, Senior Hamas official and Jerusalem bureau chief Ahmed Abu Haliba, called on "all Palestinian factions to resume suicide attacks ... deep inside the Zionist enemy" and said that "we must renew the resistance to occupation in any possible way, above all through armed resistance." Abu Haliba suggested the use of suicide bombings as a response to Israel's plans to build housing units in East Jerusalem and the West Bank. In an interview on Lebanese television on July 28, 2014, Hamas spokesman Osama Hamdan repeated the blood libel myth: Statements an international audience In an interview with CBS This Morning on July 27, 2014, Hamas leader Khaled Meshaal stated: On January 8, 2012, during a visit to Tunis, Gazan Hamas PM Ismail Haniyeh told The Associated Press on that he disagrees with the anti-Semitic slogans. "We are not against the Jews because they are Jews. Our problem is with those occupying the land of Palestine," he said. "There are Jews all over the world, but Hamas does not target them." In response to a statement by Palestinian Authority leader Mahmoud Abbas that Hamas preferred non-violent means and had agreed to adopt "peaceful resistance," Hamas contradicted Abbas. According to Hamas spokesman Sami Abu-Zuhri, "We had agreed to give popular resistance precedence in the West Bank, but this does not come at the expense of armed resistance." In May 2009, senior Hamas MP Sayed Abu Musameh said, "in our culture, we respect every foreigner, especially Jews and Christians, but we are against Zionists, not as nationalists but as fascists and racists." In the same interview, he also said, "I hate all kinds of weapons. I dream of seeing every weapon from the atomic bomb to small guns banned everywhere." In January 2009, Gazan Hamas Health Minister Basim Naim published a letter in The Guardian, stating that Hamas has no quarrel with Jewish people, only with the actions of Israel. In October 1994, in a response to Isreael's crackdown on Hamas militants following a suicide bombing on a Tel Aviv bus, Hamas promised retaliation: "Rabin must know that Hamas loves death more than Rabin and his soldiers love life." Statements on the Holocaust Hamas has been explicit in its Holocaust denial. In reaction to the Stockholm conference on the Jewish Holocaust, held in late January 2000, Hamas issued a press release that it published on its official website, containing the following statements from a senior leader: This conference bears a clear Zionist goal, aimed at forging history by hiding the truth about the so-called Holocaust, which is an alleged and invented story with no basis. (...) The invention of these grand illusions of an alleged crime that never occurred, ignoring the millions of dead European victims of Nazism during the war, clearly reveals the racist Zionist face, which believes in the superiority of the Jewish race over the rest of the nations. (...) By these methods, the Jews in the world flout scientific methods of research whenever that research contradicts their racist interests. In August 2003, senior Hamas official Dr Abd Al-Aziz Al-Rantisi wrote in the Hamas newspaper Al-Risala that the Zionists encouraged murder of Jews by the Nazis with the aim of forcing them to immigrate to Palestine. In 2005, Khaled Mashal called Mahmoud Ahmadinejad's December 14, 2005 statements on the Holocaust that Europeans had "created a myth in the name of Holocaust") as "courageous". Later in 2008, Basim Naim, the minister of health in the Hamas-led Palestinian Authority government in Gaza countered holocaust denial, and said "it should be made clear that neither Hamas nor the Palestinian government in Gaza denies the Nazi Holocaust. The Holocaust was not only a crime against humanity but one of the most abhorrent crimes in modern history. We condemn it as we condemn every abuse of humanity and all forms of discrimination on the basis of religion, race, gender or nationality." In an open letter to Gaza Strip UNRWA chief John Ging published August 20, 2009, the movement's Popular Committees for Refugees called the Holocaust "a lie invented by the Zionists," adding that the group refused to let Gazan children study it. Hamas leader Yunis al-Astal continued by saying that having the Holocaust included in the UNRWA curriculum for Gaza students amounted to "marketing a lie and spreading it". Al-Astal continued "I do not exaggerate when I say this issue is a war crime, because of how it serves the Zionist colonizers and deals with their hypocrisy and lies." In February 2011, Hamas voiced opposition to UNRWA's teaching of the Holocaust in Gaza. According to Hamas, "Holocaust studies in refugee camps is a contemptible plot and serves the Zionist entity with a goal of creating a reality and telling stories in order to justify acts of slaughter against the Palestinian people." In July 2012, Fawzi Barhoum, a Hamas spokesman, denounced a visit by Ziad al-Bandak, an adviser to Palestinian Authority President Mahmoud Abbas, to the Auschwitz death camp, saying it was "unjustified" and "unhelpful" and only served the "Zionist occupation" while coming "at the expense of a real Palestinian tragedy". He also called the Holocaust an "alleged tragedy" and "exaggerated". In October 2012, Hamas said that they were opposed to teaching about the Holocaust in Gaza Strip schools run by the UN Relief and Works Agency. The Refugee Affairs Department of Hamas said that teaching the Holocaust was a "crime against the issue of the refugees that is aimed at canceling their right of return". Violence and terrorism Hamas has used both political activities and violence in pursuit of its goals. For example, while politically engaged in the 2006 Palestinian Territories parliamentary election campaign, Hamas stated in its election manifesto that it was prepared to use "armed resistance to end the occupation". From 2000 to 2004, Hamas was responsible for killing nearly 400 Israelis and wounding more than 2,000 in 425 attacks, according to the Israeli Ministry of Foreign Affairs. From 2001 through May 2008, Hamas launched more than 3,000 Qassam rockets and 2,500 mortar attacks into Israel. Attacks on civilians Hamas has attacked Israeli civilians. Hamas's most deadly suicide bombing was an attack on a Netanya hotel on March 27, 2002, in which 30 people were killed and 140 were wounded. The attack has also been referred to as the Passover massacre since it took place on the first night of the Jewish festival of Passover at a Seder. Hamas has defended suicide attacks as a legitimate aspect of its asymmetric warfare against Israel. In 2003, according to Stephen Atkins, Hamas resumed suicide bombings in Israel as a retaliatory measure after the failure of peace talks and an Israeli campaign targeting members of the upper echelon of the Hamas leadership. but they are considered as crimes against humanity under international law. In a 2002 report, Human Rights Watch stated that Hamas leaders "should be held accountable" for "war crimes and crimes against humanity" committed by the al-Qassam Brigades. In May 2006 Israel arrested a top Hamas official, Ibrahim Hamed, who Israeli security officials alleged was responsible for dozens of suicide bombings and other attacks on Israelis. Hamed's trial on those charges has not yet concluded. In 2008, Hamas explosives engineer Shihab al-Natsheh organized a deadly suicide bombing in Dimona. Since 2002, paramilitary soldiers of al-Qassam Brigades and other groups have used homemade Qassam rockets to hit Israeli towns in the Negev, such as Sderot. Al-Qassam Brigades was estimated in 2007 to have launched 22% of the rocket and mortar attacks, which killed fifteen people between the years 2000 and 2009 (see Palestinian rocket attacks on Israel). The introduction of the Qassam-2 rocket in 2008 enabled Palestinian paramilitary groups to reach, from Gaza, such Israeli cities such as Ashkelon. In 2008, Hamas leader Khaled Mashal, offered that Hamas would attack only military targets if the IDF would stop causing the deaths of Palestinian civilians. Following a June 19, 2008 ceasefire, the al-Qassam Brigades ended its rocket attacks and arrested Fatah militants in Gaza who had continued sporadic rocket and mortar attacks against Israel. The al-Qassam Brigades resumed the attacks after the November 4 Israeli incursion into Gaza. On June 15, 2014, Israeli Prime Minister Benjamin Netanyahu accused Hamas of involvement in the kidnapping of three Israeli teenagers (including one who held American citizenship), saying "This has severe repercussions." On July 20, 2014, nearly two weeks into Operation Protective Edge, Netanyahu in an interview with CNN described Hamas as "genocidal terrorists." On August 5, 2014 Israel announced that Israeli security forces arrested Hussam Kawasme, in Shuafat, in connection with the murders. During interrogation, Kawasme admitted to being the mastermind behind the attack, in addition to securing the funding from Hamas. Officials have stated that additional people arrested in connection with the murders are still being held, but no names have been released. On August 20, Saleh al-Arouri, a Hamas leader in exile in Turkey, claimed responsibility for the kidnapping of the three Israeli teens. He delivered an address on behalf of Khaled Mashal at the conference of the International Union of Muslim Scholars in Istanbul, a move that might reflect a desire by Hamas to gain leverage. In it he said: "Our goal was to ignite an intifada in the West Bank and Jerusalem, as well as within the 1948 borders. ... Your brothers in the Al-Qassam Brigades carried out this operation to support their imprisoned brothers, who were on a hunger strike. ... The mujahideen captured these settlers in order to have a swap deal." Hamas political leader Khaled Mashal accepted that members of Hamas were responsible, stating that he knew nothing of it in advance and that what the leadership knew of the details came from reading Israeli reports. Meshaal, who has headed Hamas's exiled political wing since 2004, has denied being involved in the "details" of Hamas "military issues", but "justified the killings as a legitimate action against Israelis on "occupied" lands." Hamas suicide attacks on Israeli civilians have largely disappeared since 2005; this has coincided with an increase in rocket attacks. One analysis suggests that the decline in suicide attacks is not motivated by any lack of supplies or volunteers to carry out such operations, by enhanced Israeli security measures such as the West Bank barrier (if Israeli actions were the reason, one would expect to see an equal decline in suicide attacks by all Palestinian factions, which is not observed), or by a newfound desire for reconciliation with Israel on the part of Hamas. Rather, suicide bombings provoked targeted killings that decimated the leadership of Hamas, whereas rocket attacks have elicited weaker Israeli reprisals that have tended to harm the Palestinian population as a whole more than Hamas (such as the blockade of the Gaza Strip)—thereby paradoxically increasing Hamas's popular support. Rocket attacks on Israel Rocket attacks by Hamas have been condemned by human rights organizations as war crimes, both because they usually take aim at civilians and because the weapons' inaccuracy would disproportionately endanger civilians even if military targets were chosen. After Operation Pillar of Defense, Human Rights Watch stated that armed Palestinian groups fired hundreds of rockets at Israeli cities, violating international humanitarian law, and that statements by Palestinian groups that they deliberately targeted Israeli civilians demonstrated an "intent to commit war crimes". HRW's Middle East director Sarah Leah Whitson said that Palestinian groups made clear that "harming civilians was their aim" and said that launching rockets at populated areas had no legal justification. International humanitarian law prohibits deliberate attacks on civilians and intentional violations can be war crimes. According to Human Rights Watch, Hamas and other Palestinian armed groups have launched thousands of rockets into Israel since 2001, killing 15 civilians, wounding many more, and posing an ongoing threat to the nearly 800,000 Israeli civilians who live and work in the weapons' range. Hamas officials have said that the rockets were aimed only at military targets, saying that civilian casualties were the "accidental result" of the weapons' poor quality. According to Human Rights Watch, statements by Hamas leaders suggest that the purpose of the rocket attacks was indeed to strike civilians and civilian objects. From January 2009, following Operation Cast Lead, Hamas largely stopped launching rocket attacks on Israel and has on at least two occasions arrested members of other groups who have launched rockets, "showing that it has the ability to impose the law when it wants". In February 2010, Hamas issued a statement regretting any harm that may have befallen Israeli civilians as a result of Palestinian rocket attacks during the Gaza war. It maintained that its rocket attacks had been aimed at Israeli military targets but lacked accuracy and hence sometimes hit civilian areas. Israel responded that Hamas had boasted repeatedly of targeting and murdering civilians in the media. According to one report, commenting on the 2014 conflict, "nearly all the 2,500–3,000 rockets and mortars Hamas has fired at Israel since the start of the war seem to have been aimed at towns", including an attack on "a kibbutz collective farm close to the Gaza border", in which an Israeli child was killed. Former Israeli Lt. Col. Jonathan D. Halevi stated that "Hamas has expressed pride in aiming long-range rockets at strategic targets in Israel including the nuclear reactor in Dimona, the chemical plants in Haifa, and Ben-Gurion Airport", which "could have caused thousands" of Israeli casualties "if successful". In July 2008 Barack Obama, then the Democratic presidential candidate, said: "If somebody was sending rockets into my house, where my two daughters sleep at night, I'm going to do everything in my power to stop that, and I would expect Israelis to do the same thing." On December 28, 2008, Secretary of State Condoleezza Rice said in a statement: "the United States strongly condemns the repeated rocket and mortar attacks against Israel." On March 2, 2009, Secretary of State Hillary Clinton condemned the attacks. Attempts to derail 2010 peace talks In 2010, Hamas, who have been actively sidelined from the peace talks by Israel, spearheaded a coordinated effort by 13 Palestinian militant groups, in attempt to derail the stalled peace talks between Israel and Mahmoud Abbas, President of the Palestinian Authority. According to the Israeli Coordinator of Government Activities in the Territories Major Gen. Eitan Dangot, Israel seeks to work with Salam Fayyad, to help revive the Palestinian economy, and hopes to ease restrictions on the Gaza Strip further, "while somehow preventing the Islamic militants who rule it from getting credit for any progress". According to Dangot, Hamas must not be seen as ruling successfully or be allowed to "get credit for a policy that would improve the lives of people". The campaign consists of attacks against Israelis in which, according to a Hamas declaration in early September, "all options are open". The participating groups also include Palestinian Islamic Jihad, the Popular Resistance Committees and an unnamed splinter group of Fatah. As part of the campaign, on August 31, 2010, 4 Israeli settlers, including a pregnant woman, were killed by Hamas militants while driving on Route 60 near the settlement Kiryat Arba, in the West bank. According to witnesses, militants opened fire on the moving vehicle, but then "approached the car" and shot the occupants in their seats at "close range". The attack was described by Israeli sources as one of the "worst" terrorist acts in years. A senior Hamas official said that Israeli settlers in the West Bank are legitimate targets since "they are an army in every sense of the word". Themes of martyrdom According to a translation by Palestinian Media Watch, in 2008, Fathi Hamad, a member of the Palestinian Legislative Council, stated on Al-Aqsa TV, "For the Palestinian people death became an industry, at which women excel and so do all people on this land: the elderly excel, the Jihad fighters excel, and the children excel. Accordingly (Palestinians) created a human shield of women, children, the elderly and the Jihad fighters against the Zionist bombing machine, as if they were saying to the Zionist enemy: 'We desire death as you desire life.'" In 2010, Hamas speaker Ahmad Bahr praised the virtues of martyrdom and Jihad, and said that 2.5 million black-eyed virgins were waiting in the Garden of Eden, which could be entered only by prophets, by the righteous, and by martyrs. He continued by saying that nobody on Earth "will be able to confront the resistance, or to confront the mujahideen, those who worship Allah and seek martyrdom". Guerrilla warfare Hamas has made great use of guerrilla tactics in the Gaza Strip and to a lesser degree the West Bank. It has successfully adapted these techniques over the years since its inception. According to a 2006 report by rival Fatah party, Hamas had smuggled between several hundred and 1,300 tons of advanced rockets, along with other weaponry, into Gaza. Hamas has used IEDs and anti-tank rockets against the IDF in Gaza. The latter include standard RPG-7 warheads and home-made rockets such as the Al-Bana, Al-Batar and Al-Yasin. The IDF has a difficult, if not impossible time trying to find hidden weapons caches in Palestinian areas—this is due to the high local support base Hamas enjoys. Extrajudicial killings of rivals In addition to killing Israeli civilians and armed forces, Hamas has also murdered suspected Palestinian Israel collaborators and Fatah rivals. Hundreds of Palestinians were executed by both Hamas and Fatah during the First Intifada. In the wake of the 2006 Israeli conflict with Gaza, Hamas was accused of systematically rounding up, torturing and summarily executing Fatah supporters suspected of supplying information to Israel. Human Rights Watch estimates several hundred Gazans were "maimed" and tortured in the aftermath of the conflict. Seventy-three Gazan men accused of "collaborating" had their arms and legs broken by "unidentified perpetrators" and 18 Palestinians accused of helping Israel were executed by Hamas security officials in the first days of the conflict. In November 2012, Hamas's Izzedine al-Qassam brigade publicly executed six Gaza residents accused of collaborating with Israel. According to the witnesses, six alleged informers were shot dead one by one in Gaza City, while the corpse of the sixth victim was tied by a cable to the back of a motorcycle and dragged through the streets. In 2013, Human Rights Watch issued a statement condemning Hamas for not investigating and giving a proper trial to the 6 men. Their statement was released the day before Hamas issued a deadline for "collaborators" to turn themselves in, or they will be pursued "without mercy". In August 2014, during the 2014 Israel-Gaza conflict, at least 22 accused collaborators were executed by Hamas shortly after three of its commanders were assassinated by Israeli forces. An Israeli source denied that any of the commanders had been targeted on the basis of human intelligence. Frequent killings of unarmed people have also occurred during Hamas-Fatah clashes. NGOs have cited a number of summary executions as particular examples of violations of the rules of warfare, including the case of Muhammad Swairki, 28, a cook for Palestinian Authority Chairman Mahmoud Abbas's presidential guard, who was thrown to his death, with his hands and legs tied, from a 15-story apartment building in Gaza City. Hamas security forces reportedly shoot and torture Palestinians who opposed Hamas rule in Gaza. In one case, a Palestinian had criticized Hamas in a conversation on the street with some friends. Later that day, more than a dozen armed men with black masks and red kaffiyeh took the man from his home, and brought him to a solitary area where they shot him three times in the lower legs and ankles. The man told Human Rights Watch that he was not politically active. On August 14, 2009, Hamas fighters stormed the Mosque of cleric Abdel-Latif Moussa. The cleric was protected by at least 100 fighters from Jund Ansar Allah ("Army of the Helpers of God"), an Islamist group with links to Al-Qaeda. The resulting battle left at least 13 people dead, including Moussa and 6 Hamas fighters, and 120 people injured. According to Palestinian president Mahmoud Abbas, during 2014 Israel–Gaza conflict, Hamas killed more than 120 Palestinian youths for defying house arrest imposed on them by Hamas, in addition to 30–40 Palestinians killed by Hamas in extrajudicial executions after accusing them of being collaborators with Israel. Referring to the killing of suspected collaborators, a Shin Bet official stated that "not even one" of those executed by Hamas provided any intelligence to Israel, while the Shin Bet officially "confirmed that those executed during Operation Protective Edge had all been held in prison in Gaza in the course of the hostilities". 2011–2013 Sinai insurgency Hamas has been accused of providing weapons, training and fighters for Sinai-based insurgent attacks, although Hamas strongly denies the allegations, calling them a smear campaign aiming to harm relations with Egypt. According to the Egyptian Army, since the ouster of Egypt's Muslim-Brotherhood president Mohamed Morsi, over 600 Hamas members have entered the Sinai Peninsula through smuggling tunnels. In addition, several weapons used in Sinai's insurgent attacks are being traced back to Hamas in the Gaza Strip, according to the army. The four leading insurgent groups in the Sinai have all reportedly maintained close ties with the Gaza Strip. Hamas is also accused of helping Morsi and other high-ranking Egyptian Muslim Brotherhood members break out of the Wadi Natroun prison in Cairo during the 2011 revolution. Hamas called the accusation a "dangerous development". Egyptian authorities stated that the 2011 Alexandria bombing was carried out by the Gaza-based Army of Islam, which has received sanctuary from Hamas and earlier collaborated in the capture of Gilad Shalit. Army of Islam members linked to the August 2012 Sinai attack have reportedly sought refuge in the Gaza Strip. Egypt stated that Hamas directly provided logistical support to the Muslim Brotherhood militants who carried out the December 2013 Mansoura bombing. Terrorist designation The United States designated Hamas as a terrorist organisation in 1995, as did Canada in November 2002, and the United Kingdom in November 2021. The European Union designated Hamas's military wing in 2001 and, under US pressure, designated Hamas in 2003. Hamas challenged this decision, which was upheld by the European Court of Justice in July 2017. Japan and New Zealand, among others, have designated the military wing of Hamas as a terrorist organization. The organization is banned in Jordan. Hamas is not regarded as a terrorist organization by Iran, Russia, Norway, Switzerland, Turkey, China, Egypt, Syria, and Brazil. According to Tobias Buck, Hamas is "listed as a terrorist organisation by Israel, the US and the EU, but few dare to treat it that way now" and in the Arab and Muslim world it has lost its pariah status and its emissaries are welcomed in capitals of Islamic countries. While Hamas is considered a terrorist group by several governments and some academics, others regard Hamas as a complex organization, with terrorism as only one component. Criticism United States The FBI and United States Department of Justice also stated, in 2004, that Hamas threatened the United States through covert cells on U.S. soil. Researcher Steven Emerson in 2006 alleged that the group had "an extensive infrastructure in the U.S. mostly revolving around the activities of fundraising, recruiting and training members, directing operations against Israel, organizing political support and operating through human-rights front groups". Emerson added that while the group had never acted outside of Israel or the Palestinian Territories, it does have the capacity to carry out attacks in the U.S. "if it decided to enlarge the scope of its operations". FBI director Robert Mueller in 2005 testified to the Senate Intelligence Committee that, the FBI's assessment at that time was that there was "a limited threat of a coordinated terrorist attack in the US from Palestinian terrorist organizations" such as Hamas. He added that Hamas had "maintained a longstanding policy of focusing their attacks on Israeli targets in Israel and the Palestinian territories", and that the FBI believed that the main interest of Hamas in the U.S. remained "the raising of funds to support their regional goals". Mueller also stated, "of all the Palestinian groups, Hamas has the largest presence in the US, with a robust infrastructure, primarily focused on fundraising, propaganda for the Palestinian cause, and proselytizing." Although it would be a major strategic shift for Hamas, its United States network is theoretically capable of facilitating acts of terrorism in the U.S. On May 2, 2011, Hamas leader and Prime Minister Ismail Haniyeh condemned the killing of Osama bin Laden in Pakistan by the United States. Haniyeh praised Bin Laden, the founder of the jihadist organization al-Qaeda, as a "martyr" and an "Arab holy warrior". The United States government condemned his remarks as "outrageous". Hamas has reportedly maintained operational and financial ties with al Qaeda. Human shields After Operation Pillar of Defense, Human Rights Watch stated that Palestinian groups had endangered civilians by "repeatedly fired rockets from densely populated areas, near homes, businesses, and a hotel" and noted that under international law, parties to a conflict may not place military targets in or near densely populated areas. One rocket was launched close to the Shawa and Housari Building, where various Palestinian and international media have offices; another was fired from the yard of a house near the Deira Hotel. The New York Times journalist Steven Erlanger reported that "Hamas rocket and weapons caches, including rocket launchers, have been discovered in and under mosques, schools and civilian homes." Another report published by Intelligence and Terrorism Information Center revealed that Hamas used close to 100 mosques to store weapons and as launch-pads to shoot rockets. The report contains testimony from variety Palestinian sources, including a Hamas militant Sabhi Majad Atar, who said he was taught how to shoot rockets from inside a mosque. Hamas has also been criticized by Israeli officials for blending into or hiding among the Palestinian civilian population during the 2008–2009 Israel–Gaza conflict. The Israeli government published what it said was video evidence of human shield tactics by Hamas. Israel said that Hamas frequently used mosques and school yards as hideouts and places to store weapons, and that Hamas militants stored weapons in their homes, making it difficult to ensure that civilians close to legitimate military targets are not hurt during Israeli military operations. Israeli officials also accused the Hamas leadership of hiding under Shifa Hospital during the conflict, using the patients inside to deter an Israeli attack. The Israeli government filed a report entitled "Gaza Operations Investigation: Second Update" to the United Nations accusing Hamas of exploiting its rules of engagement by shooting rockets and launching attacks within protected civilian areas. Israel says 12,000 rockets and mortars were fired at it between 2000 and 2008—nearly 3,000 in 2008 alone. In one case, an errant Israeli mortar strike killed dozens of people near a UN school. Hamas said that the mortar killed 42 people and left dozens wounded. Israel said that Hamas militants had launched a rocket from a yard adjacent to the school and one mortar of three rounds hit the school, due to a GPS error. According to the Israeli military probe, the remaining two rounds hit the yard used to launch rockets into Israel, killing two members of Hamas's military wing who fired the rockets. Human Rights Watch called Hamas to "publicly renounce" the rocket attacks against Israeli civilians and hold those responsible to account. Human Rights Watch program director Iain Levine said the attacks by Hamas were "unlawful and unjustifiable, and amount to war crimes", and accused Hamas of putting Palestinians at risk by launching attacks from built-up areas. A Hamas spokesman replied that the report was "biased" and denied that Hamas uses human shields. Human Rights Watch investigated 19 incidents involving 53 civilian deaths in Gaza that Israel said were the result of Hamas fighting in densely populated areas and did not find evidence for existence of Palestinian fighters in the areas at the time of the Israeli attack. In other cases where no civilians had died, the report concluded that Hamas may have deliberately fired rockets from areas close to civilians. HRW also investigated 11 deaths that Israel said were civilians being used as human shields by Hamas. HRW found no evidence that the civilians were used as human shields, nor had they been shot in crossfire. The Israeli 'human shields' charge against Hamas was called "full of holes" by The National (UAE), which stated that only Israel accused Hamas of using human shields during the conflict, though Hamas "may be guilty" of "locating military objectives within or near densely populated areas" and for "deliberately firing indiscriminate weapons into civilian populated areas". On July 8, 2014, Hamas's spokesman Sami Abu Zuhri encouraged the "policy of people confronting the Israeli warplanes with their bare chests in order to protect their homes", saying it has proven itself. According to the Israel Defense Forces blog, soldiers recounted "Suddenly, a small boy appeared, and the terrorist grabbed him and escaped with him"; "I saw with my own eyes someone using another person, a woman, as a shield. ... And I can see very clearly that the woman doesn't want to be there and he's pulling her with him"; and "We even found explosives in nurseries. The whole neighborhood was practically a terrorist base." Israel has accused Hamas of using children as human shields. The Israeli government released video footage in which it claims two militants are shown grabbing a young boy's arm from behind holding him to walk in front of them toward a group of people waiting near a wall. The IDF argues the militants were placing the boy between themselves and an Israeli sniper. The second scene shows an individual, described as a terrorist, grabbing a school boy off of a floor, where he is hiding behind a column from IDF fire, and using him as a human shield to walk to a different location. After 15 alleged militants sought refuge in a mosque from Israeli forces, the BBC reported that Hamas radio instructed local women to go the mosque to protect the militants. Israeli forces later opened fire and killed two women. In November 2006, the Israeli Air Force warned Muhammad Weil Baroud, commander of the Popular Resistance Committees who are accused of launching rockets into Israeli territory, to evacuate his home in a Jabalya refugee camp apartment block in advance of a planned Israeli air strike. Baroud responded by calling for volunteers to protect the apartment block and nearby buildings and, according to The Jerusalem Post, hundreds of local residents, mostly women and children, responded. Israel suspended the air strike. Israel termed the action an example of Hamas using human shields. In response to the incident, Hamas proclaimed: 'We won. From now on we will form human chains around every house threatened with demolition.'" In a November 22 press release, Human Rights Watch condemned Hamas, stating: "There is no excuse for calling civilians to the scene of a planned attack. Whether or not the home is a legitimate military target, knowingly asking civilians to stand in harm's way is unlawful." Following criticism, Human rights Watch issued a statement saying that their initial assessment of the situation was in error. They stated that, on the basis of available evidence, the home demolition was in fact an administrative act, viewed in the context of Israel's longstanding policy of punitive home demolitions, not a military act and thus would not fall within the purview of the law regulating hostilities during armed conflict, which had been the basis for their initial criticism of Hamas. When the UN-sponsored Goldstone Commission Report on the Gaza War was commissioned in 2009, it stated that it "found no evidence that Palestinian combatants mingled with the civilian population with the intention of shielding themselves from attack" though they deemed credible reports that Palestinian militants were "not always dressed in a way that distinguished them from civilians". Hamas MP Fathi Hamed stated that "For the Palestinian people, death has become an industry, at which women excel...the elderly excel at this...and so do the children. This is why they have formed human shields of the women, the children." Following the release of the Goldstone Report, the former commander of the British forces in Afghanistan Col. Richard Kemp was invited to testify at the UN Human Rights Council 12th Special Session that during Operation Cast Lead Israel encountered an "enemy that deliberately positioned its military capability behind the human shield of the civilian population". Children as combatants In the early intifada period, children in Gaza and the West Bank were instilled by Hamas with Islamic and military values. Evidence from 2001 shows that kindergarten children attended ceremonies where they wore emblematic uniforms and bore mock rifles. Some were dressed up as suicide bombers, whose readiness to die for the cause was held up as a model to be imitated. The preschoolers would swear an oath 'to pursue jihad, resistance and intifada.' At summer camps, alongside qur’anic studies and familiarization with computers, courses were given that included military training. Although Hamas admits to sponsoring summer schools to train teenagers in handling weapons they condemn attacks by children. Following the deaths of three teenagers during a 2002 attack on Netzarim in central Gaza, Hamas banned attacks by children and "called on the teachers and religious leaders to spread the message of restraint among young boys". Hamas's use of child labor to build tunnels with which to attack Israel has also been criticized, with at least 160 children killed in the tunnels as of 2012. Political freedoms Human rights groups and Gazans have accused the Hamas government in the Gaza Strip of restricting freedom of the press and forcefully suppressing dissent. Both foreign and Palestinian journalists report harassment and other measures taken against them. In September 2007 the Gaza Interior Ministry disbanded the Gaza Strip branch of the pro-Fatah Union of Palestinian Journalists, a move criticized by Reporters without borders. In November of that year the Hamas government arrested a British journalist and for a time canceled all press cards in Gaza. On February 8, 2008, Hamas banned distribution of the pro-Fatah Al-Ayyam newspaper, and closed its offices in the Gaza Strip because it ran a caricature that mocked legislators loyal to Hamas. The Gaza Strip Interior Ministry later issued an arrest warrant for the editor. More widely, in late August 2007 the group was accused in The Telegraph, a conservative British newspaper, of torturing, detaining, and firing on unarmed protesters who had objected to policies of the Hamas government. Also in late August, Palestinian health officials reported that the Hamas government had been shutting down Gaza clinics in retaliation for doctor strikes. The Hamas government confirmed the "punitive measure against doctors" because, in its view, they had incited other doctors to suspend services and go out on strike. In September 2007 the Hamas government banned public prayers after Fatah supporters began holding worship sessions that quickly escalated into raucous protests against Hamas rule. Government security forces beat several gathering supporters and journalists. In October 2008, the Hamas government announced it would release all political prisoners in custody in Gaza. Several hours after the announcement, 17 Fatah members were released. On August 2, 2012, the International Federation of Journalists (IFJ) accused Hamas of harassing elected officials belonging to the Palestinian Journalists' Syndicate (PJS) in Gaza. The IFJ said that journalists' leaders in Gaza have faced a campaign of intimidation, as well as threats designed to force them to stop their union work. Some of these journalists are now facing charges of illegal activities and a travel ban, due to their refusal "to give in to pressure". The IFJ said that these accusations are "malicious" and "should be dropped immediately". The IFJ explained that the campaign against PJS members began in March 2012, after their election, and included a raid organized by Hamas supporters who took over the PJS offices in Gaza with the help of the security forces, and subsequently evicted the staff and elected officials. Other harassment includes the targeting of individuals who were bullied into stopping union work. The IFJ backed the PJS and called on Prime Minister Ismail Haniyeh to intervene to stop "his officials' unwarranted interference in journalists' affairs". In November 2012, two Gazan journalists were prevented from leaving Gaza by Hamas. There were scheduled to participate in a conference in Cairo, Egypt. After being questioned by security forces, their passports were confiscated. In 2016 Reporters Without Borders condemned Hamas for censorship and for torturing journalists. Reporters Without Borders Secretary-General Christophe Deloire said "As living conditions in the Gaza Strip are disastrous, Hamas wants to silence critics and does not hesitate to torture a journalist in order to control media coverage in its territory." Human rights abuses In June 2011, the Independent Commission for Human Rights based in Ramallah published a report whose findings included that the Palestinians in the West Bank and the Gaza Strip were subjected in 2010 to an "almost systematic campaign" of human rights abuses by the Palestinian Authority and Hamas, as well as by Israeli authorities, with the security forces belonging to the PA and Hamas being responsible for torture, arrests and arbitrary detentions. In 2012, the Human Rights Watch presented a 43-page long list of human rights violations committed by Hamas. Among actions attributed to Hamas, the HRW report mentions beatings with metal clubs and rubber hoses, hanging of alleged collaborationists with Israel, and torture of 102 individuals. According to the report, Hamas also tortured civil society activists and peaceful protesters. Reflecting on the captivity of Gilad Shalit, the HRW report described it as "cruel and inhuman". The report also slams Hamas for harassment of people based on so-called morality offenses and for media censorship. In a public statement Joe Stork, the deputy Middle East director of HRW claimed, "after five years of Hamas rule in Gaza, its criminal justice system reeks of injustice, routinely violates detainees' rights and grants impunity to abusive security services." Hamas responded by denying charges and describing them as "politically motivated". On May 26, 2015, Amnesty International released a report saying that Hamas carried out extrajudicial killings, abductions and arrests of Palestinians and used the Al-Shifa Hospital to detain, interrogate and torture suspects during the Israel–Gaza conflict in 2014. It details the executions of at least 23 Palestinians accused of collaborating with Israel and torture of dozens of others, many victims of torture were members of the rival Palestinian movement, Fatah. In 2019, Osama Qawassmeh, a Fatah spokesman in the West Bank, accused Hamas of “kidnapping and brutally torturing Fatah members in a way that no Palestinian can imagine.” Qawassmeh accused Hamas of kidnapping and torturing 100 Fatah members in Gaza. The torture allegedly included the practice called "shabah"—the painful binding of the hands and feet to a chair. Also in 2019, Fatah activist from Gaza Raed Abu al-Hassin was beaten and had his two legs broken by Hamas security officers. Al-Hassin was taken into custody by Hamas after he participated in a pro-Abbas demonstration in the Gaza Strip. International support Hamas has always maintained leadership abroad. The movement is deliberately fragmented to ensure that Israel cannot kill its top political and military leaders. Hamas used to be strongly allied with both Iran and Syria. Iran gave Hamas an estimated $13–15 million in 2011 as well as access to long-range missiles. Hamas's political bureau was once located in the Syrian capital of Damascus before the start of the Syrian civil war. Relations between Hamas, Iran, and Syria began to turn cold when Hamas refused to back the government of Syrian President Bashar al-Assad. Instead, Hamas backed the Sunni rebels fighting against Assad. As a result, Iran cut funding to Hamas, and Iranian ally Hezbollah ordered Hamas members out of Lebanon. Hamas was then forced out of Syria. Since then, Hamas has tried to mend fences with Iran and Hezbollah. Hamas contacted Jordan and Sudan to see if either would open up its borders to its political bureau, but both countries refused, although they welcomed many Hamas members leaving Syria. In 2012, Hamas headquarters subsequently moved to Doha, Qatar. From 2012 to 2013, under the leadership of Muslim Brotherhood President Mohamed Morsi, Hamas had the support of Egypt. However, when Morsi was removed from office, his replacement Abdul Fattah al-Sisi outlawed the Muslim Brotherhood and destroyed the tunnels Hamas built into Egypt. The United Arab Emirates and Saudi Arabia are likewise hostile to Hamas. Like Egypt, they designated the Brotherhood as a terrorist organization and Hamas was viewed as its Palestinian equivalent. Qatar and Turkey According to Middle East experts, now Hamas has two firm allies: Qatar and Turkey. Both give Hamas public and financial assistance estimated to be in the hundreds of millions of dollars. Qatar has transferred more than $1.8 billion to Hamas. Shashank Joshi, senior research fellow at the Royal United Services Institute, says that "Qatar also hosts Hamas's political bureau which includes Hamas leader Khaled Meshaal." Meshaal also visits Turkey frequently to meet with Turkish Prime Minister Recep Tayyip Erdoğan. Erdogan has dedicated himself to breaking Hamas out of its political and economic seclusion. On U.S. television, Erdogan said in 2012 that "I don't see Hamas as a terror organization. Hamas is a political party." Qatar has been called Hamas' most important financial backer and foreign ally. In 2007, Qatar was, with Turkey, the only country to back Hamas after the group ousted the Palestinian Authority from the Gaza Strip. The relationship between Hamas and Qatar strengthened in 2008 and 2009 when Khaled Meshaal was invited to attend the Doha Summit where he was seated next to the then Qatari Emir Hamad bin Khalifa al-Thani, who pledged $250 million to repair the damage caused by Israel in the Israeli war on Gaza. These events caused Qatar to become the main player in the "Palestinian issue". Qatar called Gaza's blockade unjust and immoral, which prompted the Hamas government in Gaza, including former Prime Minister Ismail Haniyeh, to thank Qatar for their "unconditional" support. Qatar then began regularly handing out political, material, humanitarian and charitable support for Hamas. In 2012, Qatar's former Emir, Hamad bin Khalifa al-Thani, became the first head of state to visit Gaza under Hamas rule. He pledged to raise $400 million for reconstruction. Some have argued that the money Qatar gives to reconstruct Palestine is an excuse to pour even more money into Hamas. Qatar's reason for funding Hamas, which is shared by Recep Tayyip Erdoğan, is alleged that Islamist groups are growing and will eventually play a role in the region; thus it is important for Qatar (and Turkey) to maintain ties. During the Arab Spring, for example, Qatar backed the Muslim Brotherhood, the Egyptian Islamist group whose offshoot is Hamas. Other sources say that advocating for Hamas is politically beneficial to Turkey and Qatar because the Palestinian cause draws popular support amongst their citizens at home. Some began to label Qatar a terrorist haven in part because it is harboring Hamas leader Meshaal. They also harbor Husam Badran, former leader of Hamas's military wing in the northern West Bank. Husam Badran, current media spokesman for Hamas, was the instigator of several of the deadliest suicide bombings of the second intifada, including the Dolphinarium discotheque bombing in Tel Aviv, which killed 21 people. Turkey has also been criticized for housing terrorists including Saleh al-Arouri, the senior Hamas official, known for his ability to mastermind attacks from abroad. Al-Arouri is alleged to have orchestrated the June 2014 abduction and killing of three Israeli teenagers and to have started the 50-day war between Israel and Palestine, and now lives in Turkey. Speaking in reference to Qatar's support for Hamas, during a 2015 visit to Palestine, Qatari official Mohammad al-Emadi, said Qatar is using the money not to help Hamas but rather the Palestinian people as a whole. He acknowledges however that giving to the Palestinian people means using Hamas as the local contact. Emadi said, "You have to support them. You don't like them, don't like them. But they control the country, you know." Some argue that Hamas's relations with Qatar are putting Hamas in an awkward position because Qatar has become part of the regional Arab problem. However, Hamas claims that having contacts with various Arab countries establishes positive relations which will encourage Arab countries to do their duty toward the Palestinians and support their cause by influencing public opinion in the Arab world. In March 2015, Hamas has announced its support of the Saudi Arabian-led military intervention in Yemen against the Shia Houthis and forces loyal to former President Ali Abdullah Saleh. In May 2018, Turkish president Recep Tayyip Erdoğan tweeted to the Prime Minister of Israel Benjamin Netanyahu that Hamas is not a terrorist organization but a resistance movement that defends the Palestinian homeland against an occupying power. During that period there were conflicts between Israeli troops and Palestinian protestors in the Gaza Strip, due to the decision of the United States to move their embassy to Jerusalem. China After the Hamas victory in 2006, China did not label it a "terrorist organization" and welcomed Hamas' foreign minister, Mahmoud al-Zahar, to Beijing for the China-Arab Cooperation Forum ignoring protests by both the United States and Israel but receiving praise from Mahmoud Abbas. China has harshly criticised Israel for its economic blockade of Gaza since 2007 when Hamas assumed control of the territory. Chinese foreign ministry spokesman Liu Jianchao stated, “We believe that the Palestinian government is legally elected by the people there and it should be respected”. In April 2011, a spokesman from China's foreign ministry embraced the Hamas-Fatah agreement to form an interim government. In 2014, Chinese Foreign Minister Wang Yi called on Israel to lift its blockade and advised both Israel and Hamas to cease fighting. He reaffirmed support from China to the Palestinian people's right to establish an independent state. He told a joint press conference, “China will grant $1.5 million in emergency humanitarian aid to the people of Gaza.” In June 2018, China voted in support of a United Nations Security Council resolution vetoed by the US that criticized Israel of excessive, disproportionate and indiscriminate force by the Israeli forces against Palestinian civilians in Gaza during the 2018 Gaza border protests. Later the same day, China abstained from voting on a US drafted resolution that blamed Hamas for the escalated violence. Public opinion about Hamas Prior to 2006, Hamas was well regarded by Palestinians for its efficiency and perceived lack of corruption compared to Fatah. Public opinions of Hamas have deteriorated after it took control of the Gaza Strip in 2007. Prior to the takeover, 62% of Palestinians had held a favorable view of the group, while a third had negative views. According to a 2014 Pew Research just prior to the 2014 Israel–Gaza conflict, only about a third had positive opinions and more than half viewed Hamas negatively. Furthermore, 68% of Israeli Arabs viewed Hamas negatively. Hamas popularity surged after the war in 2014 with polls reporting that 81 percent of Palestinians felt that Hamas had "won" that war. In Lebanon, 65% see Hamas negatively. In Jordan and Egypt, roughly 60% see Hamas negatively, and in Turkey, 80% have a negative opinion of Hamas. In Tunisia, 42% have a negative opinion of Hamas, while 56% of Bangladeshis and 44% of Indonesians have a negative opinion of Hamas. Legal action against Hamas In the United States The charitable trust Holy Land Foundation for Relief and Development was accused in December 2001 of funding Hamas. The U.S. Justice Department filed 200 charges against the foundation. The case first ended in a mistrial, in which jurors acquitted on some counts and were deadlocked on charges ranging from tax violations to providing material support for terrorists. In a retrial, on November 24, 2008, the five leaders of the Foundation were convicted on 108 counts. Several U.S. organizations were either shut down or held liable for financing Hamas in early 2001, groups that have origins from the mid-1990s, among them the Holy Land Foundation (HLF), Islamic Association for Palestine (IAP), and Kind Hearts. The U.S. Treasury Department specially designated the HLF in 2001 for terror ties because from 1995 to 2001 the HLF transferred "approximately $12.4 million outside of the United States with the intent to contribute funds, goods, and services to Hamas." According to the Treasury Department, Khaled Meshal identified one of HLF's officers, Mohammed El-Mezain as "the Hamas leader for the U.S." In 2003, IAP was found liable for financially supporting Hamas, and in 2006, Kind Hearts had their assets frozen for supporting Hamas. In 2004, a federal court in the United States found Hamas liable in a civil lawsuit for the 1996 murders of Yaron and Efrat Ungar near Bet Shemesh, Israel. Hamas was ordered to pay the families of the Ungars $116 million. The Palestinian Authority settled the lawsuit in 2011. The settlement terms were not disclosed. On August 20, 2004, three Palestinians, one a naturalized American citizen, were charged with a "lengthy racketeering conspiracy to provide money for terrorist acts in Israel". The indicted included Mousa Mohammed Abu Marzook, who had left the US in 1997. On February 1, 2007, two men were acquitted of contravening United States law by supporting Hamas. Both men argued that they helped move money for Palestinian causes aimed at helping the Palestinian people and not to promote terrorism. In January 2009, a Federal prosecutor accused the Council on American-Islamic Relations of having links to a charity designated as a support network for Hamas. The Justice Department identified CAIR as an "un-indicted co-conspirator" in the Holy Land Foundation case. Later, a federal appeals court removed that label for all parties and instead, named them "joint venturers". CAIR was never charged with any crime, and it complained that the designation had tarnished its reputation. In Germany A German federal court ruled in 2004 that Hamas was a unified organisation whose humanitarian aid work could not be separated from its "terrorist and political activities". In July 2010, Germany also outlawed Frankfurt-based International Humanitarian Aid Organization (IHH e.V.), saying it had used donations to support Hamas-affiliated relief projects in Gaza. While presenting their activities to donors as humanitarian assistance, German Interior Minister Thomas de Maiziere said, IHH e.V. had "exploited trusting donors' willingness to help by using money that was given for a good purpose for supporting what is, in the final analysis, a terrorist organization". A spokesperson for the Islamic Human Rights Commission described the decision as "a victory for those who seek to stigmatise all Islamic activism as supporting terrorism". See also 25th anniversary of Hamas Hamastan Human rights in the Palestinian National Authority List of political parties in the Palestinian National Authority Notes and references Notes Citations Sources Books Journal articles Other External links Hamas leaders CFR Hamas Charter The Covenant of the Islamic Resistance Movement (Hamas) (includes interpretation) Hamas Shifts From Rockets to Public Relations The New York Times, July 23, 2009 22 years on the start of Hamas Al-Qassam Brigades' Information Office Fatah and Hamas Human Rights Violations in the Palestinian Occupied Territories in 2007 by Elizabeth Freed of Palestinian Human Rights Monitoring Group Sadiki, Larbi, Tests and contests: Hamas without Syria Sherifa Zuhur, Hamas and Israel: Conflicting Strategies of Group-Based Politics (PDF file) December 2008 "Hamas threatens attacks on US: Terrorist warns 'Middle East is full of American targets Ynet News. December 24, 2006. Accessed July 20, 2014. 1987 establishments in the Palestinian territories Anti-Zionism in the Palestinian territories Antisemitism in the Middle East Antisemitism in the Arab world Holocaust denial Islam and antisemitism Islamism in Israel Islamism in the State of Palestine Islamic political parties Islamic fundamentalism Jihadist groups Muslim Brotherhood National liberation movements Organizations designated as terrorist in Asia Organisations designated as terrorist by Japan Palestinian militant groups Palestinian nationalist parties Palestinian political parties Palestinian terrorism Political parties established in 1987 Rebel groups that actively control territory Resistance movements Sunni Islamist groups Axis of Resistance Organisations designated as terrorist by Australia Organizations designated as terrorist by Canada Organizations designated as terrorist by the United States Organisations designated as terrorist by the United Kingdom
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HMS Beagle was a 10-gun brig-sloop of the Royal Navy, one of more than 100 ships of this class. The vessel, constructed at a cost of £7,803 (roughly equivalent to £ in 2018), was launched on 11 May 1820 from the Woolwich Dockyard on the River Thames. Later reports say the ship took part in celebrations of the coronation of King George IV of the United Kingdom, passing through the old London Bridge, and was the first rigged man-of-war afloat upriver of the bridge. There was no immediate need for Beagle so she "lay in ordinary", moored afloat but without masts or rigging. She was then adapted as a survey barque and took part in three survey expeditions. The second voyage of HMS Beagle is notable for carrying the recently graduated naturalist Charles Darwin around the world. While the survey work was carried out, Darwin travelled and researched geology, natural history and ethnology onshore. He gained fame by publishing his diary journal, best known as The Voyage of the Beagle, and his findings played a pivotal role in the formation of his scientific theories on evolution and natural selection. Design and construction The of 10-gun brig-sloops was designed by Sir Henry Peake in 1807, and eventually over 100 were constructed. The working drawings for HMS Beagle and HMS Barracouta were issued to the Woolwich Dockyard on 16 February 1817, and amended in coloured ink on 16 July 1817 with modifications to increase the height of the bulwarks (the sides of the ship extended above the upper deck) by an amount varying from at the stem to at the stern. Beagles keel was laid in June 1818, construction cost £7,803, and the ship was launched on 11 May 1820. The first reported task of the ship was a part in celebrations of the coronation of King George IV of the United Kingdom; in his 1846 Journal, John Lort Stokes said that the ship was taken up the River Thames to salute the coronation, passing through the old London Bridge, and was the first rigged man-of-war afloat upriver of the bridge. First voyage (1826–1830) Captain Pringle Stokes was appointed captain of Beagle on 7 September 1825, and the ship was allocated to the surveying section of the Hydrographic Office. On 27 September 1825 The Beagle docked at Woolwich to be repaired and fitted out for her new duties. Her guns were reduced from ten cannon to six and a mizzen mast was added to improve her handling, thereby changing her from a brig to a bark (or barque). The Beagle set sail from Plymouth on 22 May 1826 on her first voyage, under the command of Captain Stokes. The mission was to accompany the larger ship HMS Adventure (380 tons) on a hydrographic survey of Patagonia and Tierra del Fuego, under the overall command of the Australian Captain Phillip Parker King, commander and surveyor. On 3 March 1827 Beagle was in the Barbara Channel. There she encountered a boat with survivors of the sealer , which had wrecked in Cockburn Channel on 16 December 1826. Stokes sent two launches to rescue the other survivors who were encamped there. Faced with the more difficult part of the survey in the desolate waters of Tierra del Fuego, Captain Stokes fell into a deep depression. At Port Famine on the Strait of Magellan he locked himself in his cabin for 14 days, then after getting over-excited and talking of preparing for the next cruise, shot himself on 2 August 1828. Following four days of delirium Stokes recovered slightly, but then his condition deteriorated and he died on 12 August 1828. Captain Parker King then replaced Stokes with the First Lieutenant of Beagle, Lieutenant William George Skyring as commander, and both ships sailed to Montevideo. On 13 October King sailed Adventure to Rio de Janeiro for refitting and provisions. During this work Rear Admiral Sir Robert Otway, commander in chief of the South American station, arrived aboard and announced his decision that Beagle was also to be brought to Montevideo for repairs, and that he intended to supersede Skyring. When Beagle arrived, Otway put the ship under the command of his aide, Flag Lieutenant Robert FitzRoy. The 23-year-old aristocrat FitzRoy proved an able commander and meticulous surveyor. In one incident a group of Fuegians stole a ship's boat, and FitzRoy took their families on board as hostages. Eventually he held two men, a girl and a boy, who was given the name of Jemmy Button, and these four native Fuegians were taken back with them when Beagle returned to England on 14 October 1830. During their brief sojourn in England, Boat Memory, the most promising of the four, died of smallpox. During this survey, the Beagle Channel was identified and named after the ship. The log book from the first voyage, in Captain FitzRoy's handwriting, was acquired at auction at Sotheby's by the Museo Naval de la Nación (under the administration of the Argentine Navy) located in Tigre, Buenos Aires Province, Argentina, where it is now preserved. Second voyage (1831–1836) FitzRoy had been given reason to hope that the South American Survey would be continued under his command, but when the Lords of the Admiralty appeared to abandon the plan, he made alternative arrangements to return the Fuegians. A kind uncle heard of this and contacted the Admiralty. Soon afterwards FitzRoy heard that he was to be appointed commander of to go to Tierra del Fuego, but due to her poor condition Beagle was substituted for the voyage. FitzRoy was re-appointed as commander on 27 June 1831 and Beagle was commissioned on 4 July 1831 under his command, with Lieutenants John Clements Wickham and Bartholomew James Sulivan. Beagle was immediately taken into dock at Devonport for extensive rebuilding and refitting. As she required a new deck, FitzRoy had the upper-deck raised considerably, by aft and forward. The Cherokee-class ships had the reputation of being "coffin" brigs, which handled badly and were prone to sinking. Apart from increasing headroom below, the raised deck made Beagle less liable to top-heaviness and possible capsize in heavy weather by reducing the volume of water that could collect on top of the upper deck, trapped aboard by the gunwales. Additional sheathing added to the hull added about seven tons to her burthen and perhaps fifteen to her displacement. The ship was one of the first to be fitted with the lightning conductor invented by William Snow Harris. FitzRoy spared no expense in her fitting out, which included 22 chronometers, and five examples of the Sympiesometer, a kind of mercury-free barometer patented by Alexander Adie which was favoured by FitzRoy as giving the accurate readings required by the Admiralty. To reduce magnetic interference with the navigational instruments, FitzRoy proposed replacing the iron guns with brass guns, but the Admiralty turned this request down. (When the ship reached Rio de Janeiro in April 1832, he used his own funds for replacements: the ship now had a "six-pound boat-carronade" on a turntable on the forecastle, two brass six-pound guns before the main-mast, and aft of it another four brass guns; two of these were nine-pound, and the other two six-pound.) FitzRoy had found a need for expert advice on geology during the first voyage, and had resolved that if on a similar expedition, he would "endeavour to carry out a person qualified to examine the land; while the officers, and myself, would attend to hydrography." Command in that era could involve stress and loneliness, as shown by the suicide of Captain Stokes, and FitzRoy's own uncle Viscount Castlereagh had committed suicide under stress of overwork. His attempts to get a friend to accompany him fell through, and he asked his friend and superior Captain Francis Beaufort to seek a gentleman naturalist as a self-financing passenger who would give him company during the voyage. A sequence of inquiries led to Charles Darwin, a young gentleman on his way to becoming a rural clergyman, joining the voyage. FitzRoy was influenced by the physiognomy of Lavater, and Darwin recounted in his autobiography that he was nearly "rejected, on account of the shape of my nose! He was an ardent disciple of Lavater, & was convinced that he could judge a man's character by the outline of his features; & he doubted whether anyone with my nose could possess sufficient energy & determination for the voyage." Beagle was originally scheduled to leave on 24 October 1831, but because of delays in her preparations the departure was delayed until December. Setting forth on what was to become a ground-breaking scientific expedition, she departed from Devonport on 10 December. Due to bad weather her first stop was just a few miles ahead, at Barn Pool, on the west side of Plymouth Sound. Beagle left anchorage from Barn Pool on 27 December, passing the nearby town of Plymouth. After completing extensive surveys in South America she returned via New Zealand, Sydney, Hobart Town (6 February 1836), to Falmouth, Cornwall, England, on 2 October 1836. Darwin had kept a diary of his experiences, and combined this with details from his scientific notes as the book titled Journal and Remarks, published in 1839 as the third volume of the official account of the expedition. This travelogue and scientific journal was widely popular, and was reprinted many times with various titles and a revised second edition, becoming known as The Voyage of the Beagle. Third voyage (1837–1843) In the six months after returning from the second voyage, some light repairs were made and Beagle was commissioned to survey large parts of the coast of Australia under the command of Commander John Clements Wickham, who had been a lieutenant on the second voyage, with assistant surveyor Lieutenant John Lort Stokes who had been a midshipman on the first voyage of Beagle, then mate and assistant surveyor on the second voyage (no relation to Pringle Stokes). They left Woolwich on 9 June 1837, towed by HM Steamer Boxer, and after reaching Plymouth spent the remainder of the month adjusting their instruments. They set off from Plymouth Sound on the morning of 5 July 1837, and sailed south with stops for observations at Tenerife, Bahia and Cape Town. They reached the Swan River (modern Perth, Australia) on 15 November 1837. Their survey started with the western coast between there and the Fitzroy River, Western Australia, then surveyed both shores of the Bass Strait at the southeast corner of the continent. To aid Beagle in her surveying operations in Bass Strait, the Colonial cutter Vansittart, of Van Diemen's Land, was most liberally lent by His Excellency Sir John Franklin, and placed under the command of Mr Charles Codrington Forsyth, the senior mate, assisted by Mr Pasco, another of her mates. In May 1839, they sailed north to survey the shores of the Arafura Sea opposite Timor. When Wickham fell ill and resigned, the command was taken over in March 1841 by Lieutenant John Lort Stokes who continued the survey. The third voyage was completed in 1843. Numerous places around the coast were named by Wickham, and subsequently by Stokes when he became captain, often honouring eminent people or the members of the crew. On 9 October 1839 Wickham named Port Darwin, which was first sighted by Stokes, in honour of their former shipmate Charles Darwin. They were reminded of him (and his "geologising") by the discovery there of a new fine-grained sandstone. A settlement there became the town of Palmerston in 1869, and was renamed Darwin in 1911 (not to be confused with the present day city of Palmerston near Darwin). During this survey, the Beagle Gulf was named after the ship. Nicotiana benthamiana, a species of tobacco being used as a platform for the production of recombinant pharmaceutical proteins, was first collected for scientific study on the north coast of Australia by Benjamin Bynoe during this voyage. Final years In 1845, Beagle was refitted as a static coastguard watch vessel like many similar watch ships stationed in rivers and harbours throughout the nation. She was transferred to HM Customs and Excise to control smuggling on the Essex coast in the navigable waterways beyond the north bank of the Thames Estuary. She was moored mid-river in the River Roach which forms part of an extensive maze of waterways and marshes known as The River Crouch and River Roach Tidal River System, located around and to the south and west of Burnham-on-Crouch. This large maritime area has a tidal coastline of , part of Essex's of coastline – the largest coastline in the United Kingdom. In 1851, oyster companies and traders who cultivated and harvested the "Walflete" or "Walfleet" oyster Ostrea edulis, petitioned for the Customs and Excise watch vessel WV-7 (ex HMS Beagle) to be removed as she was obstructing the river and its oyster-beds. In the 1851 Navy List dated 25 May, it showed her renamed Southend "W.V. No. 7" at Paglesham. In 1870, she was sold to "Messrs Murray and Trainer" to be broken up. Possible resting place Investigations started in 2000 by a team led by Dr Robert Prescott of the University of St Andrews found documents confirming that "W.V. 7" was Beagle, and noted a vessel matching her size shown midstream on the River Roach (in Paglesham Reach) on the 1847 hydrographic survey chart. A later chart showed a nearby indentation to the north bank of Paglesham Reach near the Eastend Wharf and near Waterside Farm. This could have been a dock for W.V. 7 – Beagle. Site investigations found an area of marshy ground some deep on the tidal river-bank, about west of the boat-house. This discovery matched the chart position and many fragments of pottery of the correct period were found in the same area. Surveys in November 2003 showed that there are the remains of substantial material within the dock that could be parts of the ship itself. An old anchor of 1841 pattern was excavated. It was also found that the 1871 census recorded a new farmhouse in the name of William Murray and Thomas Rainer, leading to speculation that the merchant's name was a misprint for T. Rainer. The farmhouse was demolished in the 1940s, but a nearby boathouse incorporated timbers matching knee timbers used in Beagle. Two more large anchors similar to the one excavated from the ship's present location are known to have been found in neighbouring villages. It is believed that there were four anchors in the ship. Their investigations featured in a BBC television programme which showed how each watch ship would have accommodated seven coastguard officers, drawn from other areas to minimise collusion with the locals. Each officer had about three rooms to house his family, forming a small community. They would use small boats to intercept smugglers, and the investigators found a causeway giving access at low tide across the soft mud of the river bank. Apparently the next coastguard station along was Kangaroo, a sister ship of Beagle. See also Museo Nao Victoria § HMS Beagle, a full-scale replica of the vessel completed in 2016 Beagle 2 – Mars space probe, lost on 25 December 2003, named after HMS Beagle Ship's chronometer from HMS Beagle The Voyage of the Space Beagle, a science fiction adventure by A. E. van Vogt loosely inspired by Darwin's voyage aboard HMS Beagle European and American voyages of scientific exploration Notes Sources and references . Abridged version of Darwin's Journal and Remarks. Marquardt, Karl, HMS Beagle: Survey Ship Extraordinary Conway Maritime Press, 2010. , Volume 1, Volume 2 External links Darwin Online – bibliography: Proceedings of the first and second expeditions, and Darwin's Journal (The Voyage of the Beagle). list includes The Voyage of the Beagle John Lort Stokes, Discoveries in Australia, Volume 1, Volume 2. Digitised copies of the original logs of HMS Beagle, British Atmospheric Data Centre/The National Archives as part of the CORRAL project Robert FitzRoy, 1836, Sketch of the Surveying Voyages of his Majesty's Ships Adventure and Beagle, 1825–1836. Commanded by Captains P. P. King, P. Stokes, and R. Fitz-Roy, Royal Navy. Journal of the Geological Society of London 6: 311–343 Visit and Testimony of Captain Fitz-Roy HMS Beagle – Port Cities The sympiesometer of Alexander Adie The Journal of Syms Covington – Chapter 1. The replica HMS Beagle project BBC News – Darwin's Beagle ship 'found' The Observer – Evolution of radar points to HMS Beagle′s resting place. BBC News – Plans to build HMS Beagle replica for 2009 Darwin bicentenary. Former official blog of the building process for the full size HMS Beagle replica. Charles Darwin Cherokee-class brig-sloops Exploration of Western Australia Exploration ships of the United Kingdom Individual sailing vessels Brig-sloops of the Royal Navy Ships built in Woolwich 1820 ships Maritime exploration of Australia
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Hultsfred Municipality (Hultsfreds kommun) is a municipality in Kalmar County, in south-eastern Sweden. The seat is in the town of Hultsfred. The present municipality was created in 1971 through the amalgamation of the market town (köping) of Hultsfred (instituted in 1927) with a number of surrounding municipalities. In 1863 there were eight entities in the area. Hultsfred is known as the site of a major rock festival in Sweden, the Hultsfred Festival. History In the age known as the Nordic Bronze Age, the area had some shipping of furs to northern Germany and the Roman army, but not much is known from that time other than the area being inhabited; there has also been older finds from 3000-4000 BC. However, from the medieval age, around 1100 AD, there still remains a few churches. The area continued to be inhabited mainly by farmers until the 20th century. In the 17th and 18th there was some production of iron in Kalmar County, totalling about 10 mines; of those 2 were located to the municipality of Hultsfred. Hultsfred was a center for some military exercising companies during the 19th century, and some remaining building can be visited in the vicinity of Silverån. When the railroads through Sweden were built late in that century, Hultsfred received a population boost. There are several folks museums around the area that keeps trace of its history. Geography Basically every one of the localities of Hultsfred Municipality are situated on the railway. Besides Hultsfred, in the mid north of the municipality, there are the towns of Virserum in the south-west and other ever smaller settlements such as Lönneberga, Silverdalen and Målilla. The population of the municipality has however been decreasing with some 2,000 people in the last 10 years, as many people move to larger cities, causing a decrease in nativity. Much of the geography is taken up with forests, a notability for the entire province of Småland, with some few scattered areas suitable for agriculture. Localities There are eight urban areas (also called a Tätort or locality) in Hultsfred Municipality. In the table the localities are listed according to the size of the population as of December 31, 2005. The municipal seat is in bold characters. International relations Twin towns — Sister cities Hultsfred Municipality is twinned with: Rumia, Poland References Statistics Sweden External links Hultsfred Municipality - Official site Municipalities of Kalmar County
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The Hopwood Awards are a major scholarship program at the University of Michigan, founded by Avery Hopwood. Under the terms of the will of Avery Hopwood, a prominent American dramatist and member of the class of 1905 of the University of Michigan, one-fifth of Mr. Hopwood's estate was given to the regents for the encouragement of creative work in writing. The first awards were made in 1931, and today, the Hopwood Program offers around $120,000 in prizes every year to aspiring writers at the University of Michigan. According to Nicholas Delbanco, UM English professor and former director of the Hopwood Awards Program, "This is the oldest and best-known series of writing prizes in the country, and it is a very good indicator of future success." Contests and prizes The Graduate and Undergraduate Hopwood Contests Awards are offered in these genres: drama/screenplay, essay, the novel, short fiction, nonfiction, and poetry. These awards are classified under two categories, graduate or undergraduate, except the novel and drama/screenplay, which are combined categories. Award amounts for this contest vary, but usually fall in the range of $1000 to $6000. Summer Hopwood Contest The Summer Hopwood Contest was discontinued in 2017, but archives of winning Summer Hopwood manuscripts continue to be held in the Hopwood Room. When it ran, the contest was open only to students who took writing courses during spring and summer terms. Awards were given in the categories of drama or screenplay, nonfiction, short fiction, and poetry. Novels were not eligible for the Summer Hopwood Contest. Hopwood Underclassmen Contest This contest is open only to freshmen and sophomores who are enrolled in writing courses. Awards are given in the categories of nonfiction, fiction, and poetry. Hopwood Program The Hopwood Program administers the Hopwood Award, and several other awards in writing. It is located in the Hopwood Room at the University of Michigan and serves the needs and interests of Hopwood contestants. The room was established by Professor Roy W. Cowden, director of the Hopwood Awards from 1933 to 1952, who generously contributed a part of his library, which has grown through the addition of many volumes of contemporary literature. In addition to housing the winning manuscripts from the past years of the contests, the Hopwood Room has a lending library of 20th-century literature, a generous supply of noncirculating current periodicals, some reference books on how to get published, information on graduate and summer writing programs, and a collection of screen plays donated by former Hopwood winner Lawrence Kasdan. Prizes administered by the Hopwood Program The Hopwood Program also administers these writing contests: Notable Hopwood winners Max Apple, (BA 1963). Author of: "The Oranging of America" (1976, short stories), "Zip: A Novel of the Left and the Right" (1978, novel), "Three Stories" (1983, short stories), "Free Agents" (1984, novel), "The Propheteers: A Novel" (1987, novel), "Roommates: My Grandfather's Story" (1994, biography, of Apple's grandfather) Howard R. Belkin, Psychiatrist and Psychotherapist in Birmingham, Michigan. Media consultant and personality Brett Ellen Block, (BFA) award-winning short story author and novelist. Victoria Chang, (BA 1992) poet and children’s writer. Recipient of 2017 Guggenheim Fellowship. John Ciardi, (MA 1939) author of: A Browser's Dictionary, A Second Browser's Dictionary, A Third Browser's Dictionary, The Collected Poems of John Ciardi, Good Words to You: An All-New Dictionary and Native's Guide to the Unknown, American Language, How Does a Poem Mean?, His translation of The Inferno, Limericks (with Isaac Asimov),You Read to Me, I'll Read to You, (illustrated by Edward Gorey) Harold Courlander, (BA 1931) First winner of the award & author of The African, on which much of Roots was later based. Christopher Paul Curtis (BA 1999) Newbery and Coretta Scott King award-winning author of: The Watsons Go To Birmingham-1963 (1996, novel), Bud, Not Buddy (1999, novel), Elijah Of Buxton (2006, novel) Mary Gaitskill, (BA) Bad Behavior (1988),Two Girls, Fat and Thin (1991),Because They Wanted To (1997) (stories),Veronica (2005). Peggy Goodin, (AB 1945) author of Clemetine, Take Care of My Little Girl; novels adapted multiple times to film Steve Hamilton, (BA 1983), author of "Blood Is the Sky", "North of Nowhere", "A Cold Day in Paradise", "Winter of the Wolf Moon", "The Hunting Wind", "North of Nowhere", and "Ice Run". "A Cold Day In Paradise," won the 1999 Edgar Allan Poe Award, one of the mystery genre's most prestigious awards. Robert Hayden, (M.A. 1944). Former Poet Laureate of the United States. Lawrence Kasdan (MA) three-times Academy Awards-nominated screenwriter and director. Laura Kasischke (BA 1983, M.F.A. 1987) winner of the National Book Critics Circle Award for Poetry and a Pushcart prize. Jane Kenyon, (BA 1970, MA 1972). New Hampshire's poet laureate. Winner of a PEN/Voelcker Award for Poetry Elizabeth Kostova, (MFA) Novel-in-Progress The Historian Arthur Miller (BA 1938) Pulitzer Prize for Drama winning playwright. Howard Moss, won the Pulitzer Prize for Poetry for Selected Poems in 1971. Davi Napoleon, (BA 1966, MA 1968; known then as Davi Skurnick), theater historian and critic, author of Chelsea on the Edge: The Adventures of an American Theater. Celeste Ng, (MFA) Novelist. Author of Little Fires Everywhere. Chigozie Obioma, (MFA) Nigerian writer. Finalist for 2015 Man Booker Prize and The Guardian First Book Award. Frank O'Hara, (M.A. 1951), poet. Leading figure of the New York School. Author of: "A City Winter and Other Poems", "Oranges: 12 pastorals", "Second Avenue", "Odes", "Lunch Poems. Love Poems". Patrick O'Keeffe, (MFA), winner of the Chamberlain Award for Creative Writing for "Above the Bar." (administered by the Hopwood Program) and instructor in the University of Michigan's Sweetland Writing Center has won the 2005 Story Prize, the richest U.S. prize for short fiction, for "The Hill Road", a collection of four novellas set in a fictional Irish farming village. O'Keeffe's writing has been compared to the Irish short-story and novel writer William Trevor. Marge Piercy, (BA) Poetry and Fiction (1957); author of seventeen volumes of poems Paisley Rekdal, (MFA) poet and essayist. Poet Laureate of Utah. Aida Rivera, (MA 1954) Filipino fictionist and essayist, author of "Now and the Hour" collection of short stories. Theodore Roethke, (B.A. 1930, M.A. 1932) regarded as one of the most accomplished and influential poets of his generation. Winner of a Pulitzer Prize for Poetry and two National Book Awards for Poetry. Betty Smith (B.A.) Author of A Tree Grows in Brooklyn Danez Smith (MFA) Poet. Finalist for 2017 National Book Award for Poetry. Keith Waldrop (Ph.D. 1964) poet and translator. Winner of a National Book Award for Poetry. Ronald Wallace Jesmyn Ward, (MFA 2005), novelist. Two-time winner of National Book Award for Fiction (2011, 2017). Nancy Willard (B.A. 1958; Ph.D.) author of eleven poetry books. Newbery Medal for "A Visit to William Blakes' Inn," finalist for National Book Award, O'Henry Award, Devins Poetry Award. Murray Howe (B.S. 1982, M.D. 1986) National bestselling author of Nine Lessons I Learned from My Father. Youngest son of Gordie Howe and Colleen Howe, Mr. and Mrs. Hockey References External links Hopwood Awards University of Michigan University of Michigan 1931 establishments in Michigan American literary awards Awards established in 1931
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Hotspot or Hot spot may refer to: Places Hot Spot, Kentucky, a community in the United States Arts, entertainment, and media Fictional entities Hot Spot (comics), a name for the DC Comics character Isaiah Crockett Hot Spot (Transformers), any of several characters Films Hot Spot (1941 film), later retitled I Wake Up Screaming Hot Spot (1945 film), a Private Snafu film The Hot Spot, a 1990 neo-noir film Other uses in arts, entertainment, and media Hot Spot (board game), a 1979 board game published by Metagaming Concepts "Hot Spot" (Burn Notice), a television episode Hot Spot (musical), 1963 "Hot Spot" (song), by Foxy Brown Hotspot (album), a 2020 album by Pet Shop Boys The Hot Spot (Podcast), a GameSpot podcast Computing Hot spot (computer programming), a compute-intensive region of a program Hot spot, an area which is customizable by users in software frameworks Hotspot (Wi-Fi), a wireless network access point or area Connectify Hotspot, a software application for creating a wireless access point Mobile hotspot, sharing of a mobile device's Internet connection HotSpot (virtual machine), a Java virtual machine Screen hotspot, an area enabled for user interactivity on a display Science and healthcare Hotspot (geology), an area of unusually high volcanic activity Hot spot (veterinary medicine), an irritated skin lesion Hot spot, a location with a high level of radioactive contamination Biodiversity hotspot, a region of significant variety and variability of life Hot spot effect in subatomic physics, regions of high energy density or temperature Recombination hotspot, a region in a genome Other uses Hot spot (casting), a metal casting defect Hot Spot (cricket), an infrared tracking system Airport hot spots, locations where aircraft collisions with ground equipment may occur Hotspot camp, a refugee camp that serves as an initial reception point See also
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"Hillbilly" is a term (often derogatory) for people who dwell in rural, mountainous areas in the United States, primarily in southern Appalachia and the Ozarks. The term was later used to refer to people from other rural and mountainous areas west of the Mississippi river too, particularly those of the Rocky Mountains and near the Rio Grande. The first known instances of "hillbilly" in print were in The Railroad Trainmen's Journal (vol. ix, July 1892), an 1899 photograph of men and women in West Virginia labeled "Camp Hillbilly", and a 1900 New York Journal article containing the definition: "a Hill-Billie is a free and untrammeled white citizen of Alabama, who lives in the hills, has no means to speak of, dresses as he can, talks as he pleases, drinks whiskey when he gets it, and fires off his revolver as the fancy takes him". The stereotype is twofold in that it incorporates both positive and negative traits: "Hillbillies" are often considered independent and self-reliant individuals who resist the modernization of society, but at the same time they are also defined as backward and violent. Scholars argue this duality is reflective of the split ethnic identities in white America. The term's later usage extended beyond solely white communities, exemplified with the "Hispanic hillbillies of northern New Mexico," in reference to the Hispanos of New Mexico. Etymology The term 'Hillbilly' is Scottish in origin but is not derived from its dialect. In Scotland, the term "hill-folk" referred to people who preferred isolation from the greater society, and "billy" meant "comrade" or "companion". The words "hill-folk" and "Billie" were combined and applied to the Cameronians who followed the teachings of a militant Presbyterians named Richard Cameron. These Scottish Covenanters fled to the hills of southern Scotland in the late 17th century to avoid persecution of their religious beliefs. Many of the early settlers to the Thirteen Colonies were from Scotland and Northern Ireland and were followers of William of Orange, the Protestant king of England. In 17th century Ireland, during the Williamite War, protestant supporters of William III ("King Billy") were referred to as "Billy's Boys" because 'Billy' is a diminutive of 'William' (common across the British Isles). In time the term hillbilly became synonymous with the Williamites who settled in the hills of North America. Some scholars disagree with this theory. Michael Montgomery's From Ulster to America: The Scotch-Irish Heritage of American English states, "In Ulster in recent years it has sometimes been supposed that [hillbilly] was coined to refer to followers of King William III and brought to America by early Ulster emigrants, but this derivation is almost certainly incorrect. ... In America hillbilly was first attested only in 1898, which suggests a later, independent development." History The Appalachian Mountains were settled in the 18th century by settlers primarily from England, lowland Scotland, and the province of Ulster in Ireland. The settlers from Ulster were mainly Protestants who migrated to Ireland from Scotland and Northern England during the Plantation of Ulster in the 17th century. Many further migrated to the American colonies beginning in the 1730s, and in America became known as the Scots-Irish. The term "hillbilly" spread in the years following the American Civil War. At this time, the country was developing both technologically and socially, but the Appalachian region was falling behind. Before the war, Appalachia was not distinctively different from other rural areas of the country. Post-war, although the frontier pushed farther west, the region maintained frontier characteristics. The Appalachians themselves were perceived as backward, quick to violence, and inbred in their isolation. Fueled by news stories of mountain feuds such as that in the 1880s between the Hatfields and McCoys, the hillbilly stereotype developed in the late 19th to early 20th century. The "classic" hillbilly stereotype reached its current characterization during the years of the Great Depression. The period of Appalachian out-migration, roughly from the 1930s through the 1950s, saw many mountain residents moving north to the Midwestern industrial cities of Chicago, Cleveland, Akron, and Detroit. This movement to Northern society, which became known as the "Hillbilly Highway", brought these previously isolated communities into mainstream United States culture. In response, poor white mountaineers became central characters in newspapers, pamphlets, and eventually, motion pictures. Authors at the time were inspired by historical figures such as Davy Crockett and Daniel Boone. The mountaineer image transferred over to the 20th century where the "hillbilly" stereotype emerged. In popular culture Pop culture has perpetuated the "hillbilly" stereotype. Scholarly works suggest that the media has exploited both the Appalachian region and people by classifying them as "hillbillies". These generalizations do not match the cultural experiences of Appalachians. Appalachians, like many other groups, do not subscribe to a single identity. One of the issues associated with stereotyping is that it is profitable. When "hillbilly" became a widely used term, entrepreneurs saw a window for potential revenue. They "recycled" the image and brought it to life through various forms of media. The comics portrayed hillbilly stereotypes, notably in two strips, Li'l Abner and Snuffy Smith. Both characters were introduced in 1934. Television and film have portrayed "hillbillies" in both derogatory and sympathetic terms. Films such as Sergeant York or the Ma and Pa Kettle series portrayed the "hillbilly" as wild but good-natured. Television programs of the 1960s such as The Real McCoys, The Andy Griffith Show, and especially The Beverly Hillbillies, portrayed the "hillbilly" as backwards but with enough wisdom to outwit more sophisticated city folk. Gunsmoke Festus Haggen was portrayed as intelligent and quick-witted (but lacking "education"). The popular 1970s television variety show Hee Haw regularly lampooned the stereotypical "hillbilly" lifestyle. A darker negative image of the hillbilly was introduced to another generation in the film Deliverance (1972), based on a novel of the same name by James Dickey, which depicted some "hillbillies" as genetically deficient, inbred, and murderous. Similar "evil hillbilly people"-type have also been seen in a more comical light in the 1988 horror film The Moonlight Sonata, but the 2010 horror comedy film Tucker & Dale vs. Evil even parodies hillbilly stereotyping. More recently, the TV series Justified (2010-2015) was centered around deputy U. S. Marshal Raylan Givens who was reassigned to his hometown in Harlan, Kentucky where he was in conflict with Boyd Crowder, a drug dealer who had grown up with Raylan. The show's plots often included "hillbilly" tropes such as dimwitted and easily manipulated men, use of homemade drugs, and snake-handling revivalists. "Hillbillies" were at the center of reality television in the 21st century. Network television shows such as The Real Beverly Hillbillies, High Life, and The Simple Life displayed the "hillbilly" lifestyle for viewers in the United States. This sparked protests across the country with rural-minded individuals gathering to fight the stereotype. The Center for Rural Strategies started a nationwide campaign stating the stereotype was "politically incorrect". The Kentucky-based organization engaged political figures in the movement such as Robert Byrd and Mike Huckabee. Both protestors argued that the discrimination of any other group in United States would not be tolerated, so neither should the discrimination against rural U.S. citizens. A 2003 piece published by The Cincinnati Enquirer read, "In this day of hypersensitivity to diversity and political correctness, Appalachians have been a group that it is still socially acceptable to demean and joke about. ... But rural folks have spoken up and said 'enough' to the Hollywood mockers." Hillbilly Elegy: A Memoir of a Family and Culture in Crisis (2016) is a memoir by J. D. Vance about the Appalachian values of his upbringing and their relationship to the social problems of his hometown, Middletown, Ohio. The book topped The New York Times Best Seller list in August 2016. A family of "Hill People", who are employed as migrant workers on a farm in 1952 Arkansas, have a major role in John Grisham's book A Painted House, with Grisham trying to avoid stereotypes. Music Hillbilly music was at one time considered an acceptable label for what is now known as country music. The label, coined in 1925 by country pianist Al Hopkins, persisted until the 1950s. The "hillbilly music" categorization covers a wide variety of musical genres including bluegrass, country, western, and gospel. Appalachian folk song existed long before the "hillbilly" label. When the commercial industry was combined with "traditional Appalachian folksong", "hillbilly music" was formed. Some argue this is a "High Culture" issue where sophisticated individuals may see something considered "unsophisticated" as "trash". In the early-20th century, artists began to utilize the "hillbilly" label. The term gained momentum due to Ralph Peer, the recording director of OKeh Records, who heard it being used among Southerners when he went down to Virginia to record the music and labeled all Southern country music as so from then on. The York Brothers entitled one of their songs "Hillbilly Rose" and the Delmore Brothers followed with their song "Hillbilly Boogie". In 1927, the Gennett studios in Richmond, Indiana, made a recording of black fiddler Jim Booker. The recordings were labeled "made for Hillbilly" in the Gennett files and were marketed to a white audience. Columbia Records had much success with the "Hill Billies" featuring Al Hopkins and Fiddlin' Charlie Bowman. By the late-1940s, radio stations started to use the "hillbilly music" label. Originally, "hillbilly" was used to describe fiddlers and string bands, but now it was used to describe traditional Appalachian music. Appalachians had never used this term to describe their own music. Popular songs whose style bore characteristics of both hillbilly and African American music were referred to as hillbilly boogie and rockabilly. Elvis Presley was a prominent player of rockabilly and was known early in his career as the "Hillbilly Cat". When the Country Music Association was founded in 1958, the term hillbilly music gradually fell out of use. The music industry merged hillbilly music, Western swing, and Cowboy music, to form the current category C&W, Country and Western. Some artists (notably Hank Williams) and fans were offended by the "hillbilly music" label. While the term is not used as frequently today, it is still used on occasion to refer to old-time music or bluegrass. For example, WHRB broadcasts a popular weekly radio show entitled "Hillbilly at Harvard". The show is devoted to playing a mix of old-time music, bluegrass, and traditional country and western. Cultural implications The hillbilly stereotype is considered to have had a traumatizing effect on some in the Appalachian region. Feelings of shame, self-hatred, and detachment are cited as a result of "culturally transmitted traumatic stress syndrome". Appalachian scholars say that the large-scale stereotyping has rewritten Appalachian history, making Appalachians feel particularly vulnerable. "Hillbilly" has now become part of Appalachian identity and some Appalachians feel they are constantly defending themselves against this image. The stereotyping also has political implications for the region. There is a sense of "perceived history" that prevents many political issues from receiving adequate attention. Appalachians are often blamed for economic struggles. "Moonshiners, welfare cheats, and coal miners" are stereotypes stemming from the greater hillbilly stereotype in the region. This prejudice has been said to serve as a barrier for addressing some serious issues such as the economy and the environment. Despite the political and social difficulties associated with stereotyping, Appalachians have organized to enact change. The War on Poverty is sometimes considered to be an example of one effort that allowed for Appalachian community organization. Grassroots movements, protests, and strikes are common in the area, though not always successful. Intragroup versus intergroup usage The Springfield, Missouri Chamber of Commerce once presented dignitaries visiting the city with an "Ozark Hillbilly Medallion" and a certificate proclaiming the honoree a "hillbilly of the Ozarks". On June 7, 1952, President Harry S. Truman received the medallion after a breakfast speech at the Shrine Mosque for the 35th Division Association. Other recipients included US Army generals Omar Bradley and Matthew Ridgway, J. C. Penney, Johnny Olson, and Ralph Story. Hillbilly Days is an annual festival held in mid-April in Pikeville, Kentucky celebrating the best of Appalachian culture. The event began by local Shriners as a fundraiser to support the Shriners Children's Hospital. It has grown since its beginning in 1976 and now is the second largest festival held in the state of Kentucky. Artists and craftspeople showcase their talents and sell their works on display. Nationally renowned musicians as well as the best of the regional mountain musicians share six different stages located throughout the downtown area of Pikeville. Aspiring hillbillies from across the nation compete to come up with the wildest Hillbilly outfit. The event has earned its name as the Mardi Gras of the Mountains. Fans of "mountain music" come from around the United States to hear this annual concentrated gathering of talent. Some refer to this event as the equivalent of a "Woodstock" for mountain music. The term "Hillbilly" is used with pride by a number of people within the region as well as famous persons, such as singer Dolly Parton, chef Sean Brock, and was used by actress Minnie Pearl. Positive self-identification with the term generally includes identification with a set of "hillbilly values" including love and respect for nature, strong work ethic, generosity toward neighbors and those in need, family ties, self-reliance, resiliency, and a simple lifestyle. See also Appalachian stereotypes Country (identity) Cracker (term) Hillbilly armor List of ethnic slurs Mountain white Okie Peckerwood Redneck Trailer trash White trash Yokel Zomia (geography) References African Banjo Echoes in Appalachia: A Study of Folk Tradition (1995), by Cecelia Conway External links American people of Scotch-Irish descent American regional nicknames Ethnic and religious slurs European-American culture in Appalachia Ozarks Scotch-Irish American history Stereotypes of rural people Stereotypes of white Americans
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Hot or Not, currently rebranded as Chat & Date, is a rating site that allowed users to rate the attractiveness of photos submitted voluntarily by others. The site offered a matchmaking engine called 'Meet Me' and an extended profile feature called "Hotlists". The domain hotornot.com is currently owned by Hot Or Not Limited, and was previously owned by Avid Life Media. 'Hot or Not' was a significant influence on the people who went on to create the social media sites Facebook and YouTube. Description Users would submit photographs of themselves to the site for the purpose of other users to rate said person's attractiveness on a scale of 1 - 10, with the cumulative average acting as the overall score for a given photograph. History The site was founded in October 2000 by James Hong and Jim Young, two friends and Silicon Valley-based engineers. Both graduated from the University of California, Berkeley in electrical engineering, with Young pursuing a Ph.D at the time. It was inspired by some other developers' ideas. The site was a technical solution to a disagreement the founders had one day over a passing woman's attractiveness. The site was originally called "Am I Hot or Not". Within a week of launching, it had reached almost two million page views per day. Within a few months, the site was immediately behind CNET and NBCi on NetNielsen Rating's Top 25 advertising domains. To keep up with rising costs Hong and Young added a matchmaking component to their website called "Meet Me at Hot or Not", i.e. a system of range voting. The matchmaking service has been especially successful and the site continues to generate most of its revenue through subscriptions. In the December 2006 issue of Time magazine, the founders of YouTube stated that they originally set out to make a version of Hot or Not with Video before developing their more inclusive site. Mark Zuckerberg of Facebook similarly got his start by creating a Hot or Not type site called FaceMash, where he posted photos from Harvard's Facebook for the university's community to rate. Hot or Not was sold for a rumored $20 million on February 8, 2008, to Avid Life Media, owners of Ashley Madison. Annual revenue reached $7.5 million, with net profits of $5.5 million. They initially started off $60,000 in debt due to tuition fees James paid for his MBA. On July 31, 2008, Hot or Not launched Hot or Not Gossip and a Baresi rate box (a "hot meter") – a subdivision to expand their market, run by former radio DJ turned celebrity blogger Zack Taylor. In 2012, Hot or Not was purchased by Badoo, which is owned by Bumble Inc. The app is currently rebranded as Chat & Date which uses a similar user interface to Badoo and shares user accounts between both sites. Predecessors and spin-offs Hot or Not was preceded by the rating sites, like RateMyFace, which was registered a year earlier in the summer of 1999, and AmIHot.com, which was registered in January 2000 by MIT freshman Daniel Roy. Regardless, despite any head starts of its predecessors, Hot or Not quickly became the most popular. Since AmIHotOrNot.com's launch, the concept has spawned many imitators. The concept always remained the same, but the subject matter varied greatly. The concept has also been integrated with a wide variety of dating and matchmaking systems. In 2007 BecauseImHot.com launched and deleted anyone with a rating below 7 after a voting audit or the first 50 votes (whichever is first). Research In 2005, as an example of using image morphing methods to study the effects of averageness, imaging researcher Pierre Tourigny created a composite of about 30 faces to find out the current standard of good looks on the Internet. On the Hot or Not web site, people rate others' attractiveness on a scale of 1 to 10. An average score based on hundreds or even thousands of individual ratings takes only a few days to emerge. To make this hot or not palette of morphed images, photos from the site were sorted by rank and used SquirlzMorph to create multi-morph composites from them. Unlike projects like Face of Tomorrow, where the subjects are posed for the purpose, the portraits are blurry because the source images are of low resolution with differences in variables such as posture, hair styles and glasses, so that in this instance images could use only 36 control points for the morphs. A similar study was done with Miss Universe contestants, as shown in the averageness article, as well as one for age, as shown in youthfulness article. A 2006 "hot" or "not" style study, involving 264 women and 18 men, at the Washington University School of Medicine, as published online in the journal Brain Research, indicates that a person's brain determines whether an image is erotically appealing long before the viewer is even aware they are seeing the picture. Moreover, according to these researchers, one of the basic functions of the brain is to classify images into a hot or not type categorization. The study's researchers also discovered that sexy shots induce a uniquely powerful reaction in the brain, equal in effect for both men and women, and that erotic images produced a strong reaction in the hypothalamus. See also Tinder Badoo Notes References External links The Hotornot website Canadian entertainment websites Internet properties established in 2000 Review websites
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History painting is a genre in painting stated as a subject matter rather than artistic style. History paintings usually depict a moment in a narrative story, rather than a specific and static subject, as in a portrait. The term is derived from the wider senses of the word historia in Latin and Italian, meaning "story" or "narrative", and essentially means "story painting". Most history paintings are not of scenes from history, especially paintings from before about 1850. In modern English, historical painting is sometimes used to describe the painting of scenes from history in its narrower sense, especially for 19th-century art, excluding religious, mythological, and allegorical subjects, which are included in the broader term history painting, and before the 19th century were the most common subjects for history paintings. History paintings almost always contain a number of figures, often a large number, and normally show some typical states on that is a moment in a narrative. The genre includes depictions of moments in religious narratives, above all the Life of Christ, Middle eastern culture as well as narrative scenes from mythology, and also allegorical scenes. These groups were for long the most frequently painted; works such as Michelangelo's Sistine Chapel ceiling are therefore history paintings, as are most very large paintings before the 19th century. The term covers large paintings in oil on canvas or fresco produced between the Renaissance and the late 19th century, after which the term is generally not used even for the many works that still meet the basic definition. History painting may be used interchangeably with historical painting, and was especially so used before the 20th century. Where a distinction is made, "historical painting" is the painting of scenes from secular history, whether specific episodes or generalized scenes. In the 19th century, historical painting in this sense became a distinct genre. In phrases such as "historical painting materials", "historical" means in use before about 1900, or some earlier date. Prestige History paintings were traditionally regarded as the highest form of Western painting, occupying the most prestigious place in the hierarchy of genres, and considered the equivalent to the epic in literature. In his De Pictura of 1436, Leon Battista Alberti had argued that multi-figure history painting was the noblest form of art, as being the most difficult, which required mastery of all the others, because it was a visual form of history, and because it had the greatest potential to move the viewer. He placed emphasis on the ability to depict the interactions between the figures by gesture and expression. This view remained general until the 19th century, when artistic movements began to struggle against the establishment institutions of academic art, which continued to adhere to it. At the same time, there was from the latter part of the 18th century an increased interest in depicting in the form of history painting moments of drama from recent or contemporary history, which had long largely been confined to battle-scenes and scenes of formal surrenders and the like. Scenes from ancient history had been popular in the early Renaissance, and once again became common in the Baroque and Rococo periods, and still more so with the rise of Neoclassicism. In some 19th or 20th century contexts, the term may refer specifically to paintings of scenes from secular history, rather than those from religious narratives, literature or mythology. Development The term is generally not used in art history in speaking of medieval painting, although the Western tradition was developing in large altarpieces, fresco cycles, and other works, as well as miniatures in illuminated manuscripts. It comes to the fore in Italian Renaissance painting, where a series of increasingly ambitious works were produced, many still religious, but several, especially in Florence, which did actually feature near-contemporary historical scenes such as the set of three huge canvases on The Battle of San Romano by Paolo Uccello, the abortive Battle of Cascina by Michelangelo and the Battle of Anghiari by Leonardo da Vinci, neither of which were completed. Scenes from ancient history and mythology were also popular. Writers such as Alberti and the following century Giorgio Vasari in his Lives of the Artists, followed public and artistic opinion in judging the best painters above all on their production of large works of history painting (though in fact the only modern (post-classical) work described in De Pictura is Giotto's huge Navicella in mosaic). Artists continued for centuries to strive to make their reputation by producing such works, often neglecting genres to which their talents were better suited. There was some objection to the term, as many writers preferred terms such as "poetic painting" (poesia), or wanted to make a distinction between the "true" istoria, covering history including biblical and religious scenes, and the fabula, covering pagan myth, allegory, and scenes from fiction, which could not be regarded as true. The large works of Raphael were long considered, with those of Michelangelo, as the finest models for the genre. In the Raphael Rooms in the Vatican Palace, allegories and historical scenes are mixed together, and the Raphael Cartoons show scenes from the Gospels, all in the Grand Manner that from the High Renaissance became associated with, and often expected in, history painting. In the Late Renaissance and Baroque the painting of actual history tended to degenerate into panoramic battle-scenes with the victorious monarch or general perched on a horse accompanied with his retinue, or formal scenes of ceremonies, although some artists managed to make a masterpiece from such unpromising material, as Velázquez did with his The Surrender of Breda. An influential formulation of the hierarchy of genres, confirming the history painting at the top, was made in 1667 by André Félibien, a historiographer, architect and theoretician of French classicism became the classic statement of the theory for the 18th century:Celui qui fait parfaitement des païsages est au-dessus d'un autre qui ne fait que des fruits, des fleurs ou des coquilles. Celui qui peint des animaux vivants est plus estimable que ceux qui ne représentent que des choses mortes & sans mouvement; & comme la figure de l'homme est le plus parfait ouvrage de Dieu sur la Terre, il est certain aussi que celui qui se rend l'imitateur de Dieu en peignant des figures humaines, est beaucoup plus excellent que tous les autres ... un Peintre qui ne fait que des portraits, n'a pas encore cette haute perfection de l'Art, & ne peut prétendre à l'honneur que reçoivent les plus sçavans. Il faut pour cela passer d'une seule figure à la représentation de plusieurs ensemble; il faut traiter l'histoire & la fable; il faut représenter de grandes actions comme les historiens, ou des sujets agréables comme les Poëtes; & montant encore plus haut, il faut par des compositions allégoriques, sçavoir couvrir sous le voile de la fable les vertus des grands hommes, & les mystères les plus relevez. He who produces perfect landscapes is above another who only produces fruit, flowers or seashells. He who paints living animals is more than those who only represent dead things without movement, and as man is the most perfect work of God on the earth, it is also certain that he who becomes an imitator of God in representing human figures, is much more excellent than all the others ... a painter who only does portraits still does not have the highest perfection of his art, and cannot expect the honour due to the most skilled. For that he must pass from representing a single figure to several together; history and myth must be depicted; great events must be represented as by historians, or like the poets, subjects that will please, and climbing still higher, he must have the skill to cover under the veil of myth the virtues of great men in allegories, and the mysteries they reveal". By the late 18th century, with both religious and mytholological painting in decline, there was an increased demand for paintings of scenes from history, including contemporary history. This was in part driven by the changing audience for ambitious paintings, which now increasingly made their reputation in public exhibitions rather than by impressing the owners of and visitors to palaces and public buildings. Classical history remained popular, but scenes from national histories were often the best-received. From 1760 onwards, the Society of Artists of Great Britain, the first body to organize regular exhibitions in London, awarded two generous prizes each year to paintings of subjects from British history. The unheroic nature of modern dress was regarded as a serious difficulty. When, in 1770, Benjamin West proposed to paint The Death of General Wolfe in contemporary dress, he was firmly instructed to use classical costume by many people. He ignored these comments and showed the scene in modern dress. Although George III refused to purchase the work, West succeeded both in overcoming his critics' objections and inaugurating a more historically accurate style in such paintings. Other artists depicted scenes, regardless of when they occurred, in classical dress and for a long time, especially during the French Revolution, history painting often focused on depictions of the heroic male nude. The large production, using the finest French artists, of propaganda paintings glorifying the exploits of Napoleon, were matched by works, showing both victories and losses, from the anti-Napoleonic alliance by artists such as Goya and J.M.W. Turner. Théodore Géricault's The Raft of the Medusa (1818–1819) was a sensation, appearing to update the history painting for the 19th century, and showing anonymous figures famous only for being victims of what was then a famous and controversial disaster at sea. Conveniently their clothes had been worn away to classical-seeming rags by the point the painting depicts. At the same time the demand for traditional large religious history paintings very largely fell away. In the mid-nineteenth century there arose a style known as historicism, which marked a formal imitation of historical styles and/or artists. Another development in the nineteenth century was the treatment of historical subjects, often on a large scale, with the values of genre painting, the depiction of scenes of everyday life, and anecdote. Grand depictions of events of great public importance were supplemented with scenes depicting more personal incidents in the lives of the great, or of scenes centred on unnamed figures involved in historical events, as in the Troubadour style. At the same time scenes of ordinary life with moral, political or satirical content became often the main vehicle for expressive interplay between figures in painting, whether given a modern or historical setting. By the later 19th century, history painting was often explicitly rejected by avant-garde movements such as the Impressionists (except for Édouard Manet) and the Symbolists, and according to one recent writer "Modernism was to a considerable extent built upon the rejection of History Painting... All other genres are deemed capable of entering, in one form or another, the 'pantheon' of modernity considered, but History Painting is excluded". History painting and historical painting The terms Initially, "history painting" and "historical painting" were used interchangeably in English, as when Sir Joshua Reynolds in his fourth Discourse uses both indiscriminately to cover "history painting", while saying "...it ought to be called poetical, as in reality it is", reflecting the French term peinture historique, one equivalent of "history painting". The terms began to separate in the 19th century, with "historical painting" becoming a sub-group of "history painting" restricted to subjects taken from history in its normal sense. In 1853 John Ruskin asked his audience: "What do you at present mean by historical painting? Now-a-days it means the endeavour, by the power of imagination, to portray some historical event of past days." So for example Harold Wethey's three-volume catalogue of the paintings of Titian (Phaidon, 1969–75) is divided between "Religious Paintings", "Portraits", and "Mythological and Historical Paintings", though both volumes I and III cover what is included in the term "History Paintings". This distinction is useful but is by no means generally observed, and the terms are still often used in a confusing manner. Because of the potential for confusion modern academic writing tends to avoid the phrase "historical painting", talking instead of "historical subject matter" in history painting, but where the phrase is still used in contemporary scholarship it will normally mean the painting of subjects from history, very often in the 19th century. "Historical painting" may also be used, especially in discussion of painting techniques in conservation studies, to mean "old", as opposed to modern or recent painting. In 19th-century British writing on art the terms "subject painting" or "anecdotic" painting were often used for works in a line of development going back to William Hogarth of monoscenic depictions of crucial moments in an implied narrative with unidentified characters, such as William Holman Hunt's 1853 painting The Awakening Conscience or Augustus Egg's Past and Present, a set of three paintings, updating sets by Hogarth such as Marriage à-la-mode. 19th century History painting was the dominant form of academic painting in the various national academies in the 18th century, and for most of the 19th, and increasingly historical subjects dominated. During the Revolutionary and Napoleonic periods the heroic treatment of contemporary history in a frankly propagandistic fashion by Antoine-Jean, Baron Gros, Jacques-Louis David, Carle Vernet and others was supported by the French state, but after the fall of Napoleon in 1815 the French governments were not regarded as suitable for heroic treatment and many artists retreated further into the past to find subjects, though in Britain depicting the victories of the Napoleonic Wars mostly occurred after they were over. Another path was to choose contemporary subjects that were oppositional to government either at home and abroad, and many of what were arguably the last great generation of history paintings were protests at contemporary episodes of repression or outrages at home or abroad: Goya's The Third of May 1808 (1814), Théodore Géricault's The Raft of the Medusa (1818–19), Eugène Delacroix's The Massacre at Chios (1824) and Liberty Leading the People (1830). These were heroic, but showed heroic suffering by ordinary civilians. Romantic artists such as Géricault and Delacroix, and those from other movements such as the English Pre-Raphaelite Brotherhood continued to regard history painting as the ideal for their most ambitious works. Others such as Jan Matejko in Poland, Vasily Surikov in Russia, José Moreno Carbonero in Spain and Paul Delaroche in France became specialized painters of large historical subjects. The style troubadour ("troubadour style") was a somewhat derisive French term for earlier paintings of medieval and Renaissance scenes, which were often small and depicting moments of anecdote rather than drama; Ingres, Richard Parkes Bonington and Henri Fradelle painted such works. Sir Roy Strong calls this type of work the "Intimate Romantic", and in French it was known as the "peinture de genre historique" or "peinture anecdotique" ("historical genre painting" or "anecdotal painting"). Church commissions for large group scenes from the Bible had greatly reduced, and historical painting became very significant. Especially in the early 19th century, much historical painting depicted specific moments from historical literature, with the novels of Sir Walter Scott a particular favourite, in France and other European countries as much as Great Britain. By the middle of the century medieval scenes were expected to be very carefully researched, using the work of historians of costume, architecture and all elements of decor that were becoming available. And example of this is the extensive research of Byzantine architecture, clothing and decoration made in Parisian museums and libraries by Moreno Carbonero for his masterwork The Entry of Roger de Flor in Constantinople. The provision of examples and expertise for artists, as well as revivalist industrial designers, was one of the motivations for the establishment of museums like the Victoria and Albert Museum in London. New techniques of printmaking such as the chromolithograph made good quality reproductions both relatively cheap and very widely accessible, and also hugely profitable for artist and publisher, as the sales were so large. Historical painting often had a close relationship with Nationalism, and painters like Matejko in Poland could play an important role in fixing the prevailing historical narrative of national history in the popular mind. In France, L'art Pompier ("Fireman art") was a derisory term for official academic historical painting, and in a final phase, "History painting of a debased sort, scenes of brutality and terror, purporting to illustrate episodes from Roman and Moorish history, were Salon sensations. On the overcrowded walls of the exhibition galleries, the paintings that shouted loudest got the attention". Orientalist painting was an alternative genre that offered similar exotic costumes and decor, and at least as much opportunity to depict sex and violence. Gallery See also Classicism Cobweb painting History of painting List of Orientalist artists Notes References Barlow, Paul, "The Death of History Painting in Nineteenth-Century Art?" PDF, Visual Culture in Britain, Volume 6, Number 1, Summer 2005, pp. 1–13(13) Blunt, Anthony, Artistic Theory in Italy, 1450-1660, 1940 (refs to 1985 edn), OUP, Bull, Malcolm, The Mirror of the Gods, How Renaissance Artists Rediscovered the Pagan Gods, Oxford UP, 2005, Green, David and Seddon, Peter, History Painting Reassessed: The Representation of History in Contemporary Art, 2000, Manchester University Press, , google books Harding, James. Artistes pompiers: French academic art in the 19th century, 1979, New York: Rizzoli Harrison, Charles, An Introduction to Art, 2009, Yale University Press, , google books Rothenstein, John, An Introduction to English Painting, 2002 (reissue), I.B.Tauris, Strong, Roy. And when did you last see your father? The Victorian Painter and British History, 1978, Thames and Hudson, White, Harrison C., Canvases and Careers: Institutional Change in the French Painting World, 1993 (2nd edn), University of Chicago Press, , google books Wright, Beth Segal, Scott's Historical Novels and French Historical Painting 1815-1855, The Art Bulletin, Vol. 63, No. 2 (Jun., 1981), pp. 268–287, JSTOR Further reading Ayers, William, ed., Picturing History: American Painting 1770-1903, External links Paintings
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Hans Baldung (1484 or 1485 – September 1545), called Hans Baldung Grien, (being an early nickname, because of his predilection for the colour green), was an artist in painting and printmaking, engraver, draftsman, and stained glass artist, who was considered the most gifted student of Albrecht Dürer, whose art belongs to both German Renaissance and Mannerism. Throughout his lifetime, he developed a distinctive style, full of colour, expression and imagination. His talents were varied, and he produced a great and extensive variety of work including portraits, woodcuts, drawings, tapestries, altarpieces, stained glass, allegories and mythological motifs. Baldung was born and raised in Schwäbisch Gmünd (Swabian Gmuend), East Wuerttemberg. At the age of 26, he married Margaretha Härlerin (née Herlin), with whom he had one child: Margarethe Baldungin. Life Early life, 1484–1500 Hans Baldung was the son of Johann Baldung, a university-educated jurist, having since 1492 the office of legal adviser to the bishop of Strasbourg (Albert of Bavaria), and Margarethe Herlin, daughter of Arbogast Herlin, he was not propertyless, but with unknown occupation, and his family living in this city, Hans made his apprenticeship there, with an artist remained unknown. His exact date of birth is unknown. Hans was born in the small free city of Schwäbisch Gmünd (formerly Gmünd in Germany), a free city of the Empire, part of the East Württemberg region in former Swabia, Germany, in the year 1484 or 1485, into a family of intellectuals, academics and professionals, where his father was from and died in Strasbourg in September 1545. His uncle, Hieronymus Baldung, was a doctor in medicine, he had a son, Pius Hieronymus, that can be seen as Hans' cousin, who taught law at Freiburg, and became by 1527 chancellor of the Tyrol. In fact, Baldung was the first male in his family not to attend university, but was one of the first German artists to come from an academic family. His earliest training as an artist began around 1500 in the Upper Rhineland by an artist from Strasbourg. He perfected his art in Albrecht Dürer's studio in Nuremberg between 1503 and 1507. At the age of 26, Baldung married Margaretha (née Herlin), with whom he had one child: Margarethe Baldungin. Life as a student of Dürer Beginning in 1503, during the "Wanderjahre" ("Hiking years") required of artists of the time, Baldung became an assistant to Albrecht Dürer. Here, he may have been given his nickname "Grien". This name is thought to have come foremost from a preference to the color green: he seems to have worn green clothing. He probably also got this nickname to distinguish him from at least two other Hanses in Dürer's shop, Hans Schäufelein and Hans Suess von Kulmbach. He later included the name "Grien" in his monogram, and it has also been suggested that the name came from, or consciously echoed, "grienhals", a German word for witch—one of his signature themes. Hans quickly picked up Dürer's influence and style, and they became friends: Baldung seems to have managed Dürer's workshop during the latter's second sojourn in Venice. In a later trip to the Netherlands in 1521 Dürer's account book records that he took with him and sold prints by Baldung. On Dürer's death Baldung was sent a lock of his hair, which suggests a close friendship. Near the end of his Nuremberg years, Grien oversaw the production by Dürer of stained glass, woodcuts and engravings, and therefore developed an affinity for these media and for the Nuremberg master's handing of them. Strasbourg In 1509, when Baldung's time in Nuremberg was complete, he moved back to Strasbourg and became a citizen there. He became a celebrity of the town, and received many important commissions. The following year he married Margarethe Herlin, a local merchant's daughter, joined the guild "Zur Steltz", opened a workshop, and began signing his works with the HGB monogram that he used for the rest of his career. His style became much more deliberately individual—a tendency art historians used to term "mannerist." He stayed in Freiburg im Breisgau in 1513–1516 where he made, among other things, the . Witchcraft and religious imagery In addition to traditional religious subjects, Baldung was concerned during these years with the profane theme of the imminence of death and with scenes of sorcery and witchcraft. He helped introduce supernatural and erotic themes into German art, although these were already amply present in Dürer's work. Most famously, he depicted witches, also a local interest: Strasbourg's humanists studied witchcraft and its bishop was charged with finding and prosecuting witches. His most characteristic works in this area are small in scale and mostly in the medium of drawing; these include a series of puzzling, often erotic allegories and mythological works executed in quill pen and ink and white body color on primed paper. The number of Hans Baldung's religious works diminished with the Protestant Reformation, which generally repudiated church art as either wasteful or idolatrous. But earlier, around the same time that he produced an important chiaroscuro woodcut of Adam and Eve, the artist became interested in themes related to death, the supernatural, witchcraft, sorcery, and the relation between the sexes. Baldung's fascination with witchcraft began early, with his first chiaroscuro woodcut print in 1510, and lasted to the end of his career. Hans Baldung Grien's work depicting witches was produced in the first half of the 16th century, before witch hunting became a widespread cultural phenomenon in Europe. According to one view, Baldung's work did not represent widespread cultural beliefs at the time of creation but reflected largely individual choices. On the other hand, through his family, Baldung stood as closer to the leading intellectuals of the day than any of his contemporaries, and could draw on a burgeoning literature on witchcraft, as well as on developing juridical and forensic strategies for witch-hunting. Baldung never worked directly with any Reformation leaders to spread religious ideals through his artwork, although living in fervently religious Strasbourg, although he was a supporter of the movement, working on the high altar in the city of Münster, Germany. Baldung was the first artist to heavily incorporate witches and witchcraft into his artwork (his mentor Albrecht Dürer had sporadically included them but not as prominently as Baldung would). During his lifetime there were few witch trials, therefore, some believe Baldung's depictions of witchcraft to be based on folklore rather than the cultural beliefs of his time. By contrast, throughout the early sixteenth century, humanism became very popular, and within this movement, Latin literature was valorized, particularly poetry and satire, some of which included views on witches that could be combined with witch lore massively accumulated in works such as the Malleus Maleficarum. Baldung partook in this culture, producing not only many works depicting Strasbourg humanists and scenes from ancient art and literature, but what an earlier literature on the artist described as his satirical take on his depiction of witches. Gert von der Osten comments on this aspect of "Baldung [treating] his witches humorously, an attitude that reflects the dominant viewpoint of the humanists in Strasbourg at this time who viewed witchcraft as 'lustig,' a matter that was more amusing than serious". However, the separation of a satirical tone from deadly serious vilifying intent proves difficult to maintain for Baldung as it is for many other artists, including his rough contemporary Hieronymus Bosch. Baldung's art simultaneously represents ideals presented in ancient Greek and Roman poetry, such as the pre-16th century notion that witches could control the weather, which Baldung is believed to have alluded to in his 1523 oil painting "Weather Witches", which showcases two attractive and naked witches in front of a stormy sky. Baldung also regularly incorporated scenes of witches flying in his art, a characteristic that had been contested centuries before his artwork came into being. Flying was inherently attributed to witches by those who believed in the myth of the Sabbath (without their ability to fly, the myth fragmented), such as Baldung, which he depicted in works like "Witches Preparing for the Sabbath Flight" (1514). Work Painting Throughout his life, Baldung painted numerous portraits, known for their sharp characterizations. While Dürer rigorously details his models, Baldung's style differs by focusing more on the personality of the represented character, an abstract conception of the model's state of mind. Baldung settled eventually in Strasbourg and then to Freiburg im Breisgau, where he executed what is held to be his masterpiece. Here in painted an eleven-panel altarpiece for the Freiburg Cathedral, still intact today, depicting scenes from the life of the Virgin, including, The Annunciation, The Visitation, The Nativity, The Flight into Egypt, The Crucifixion, Four Saints and The Donators. These depictions were a large part of the artist's greater body of work containing several renowned pieces of the Virgin. The earliest pictures assigned to him by some are altar-pieces with the monogram H. B. interlaced, and the date of 1496, in the monastery chapel of Lichtenthal near Baden-Baden. Another early work is a portrait of the emperor Maximilian, drawn in 1501 on a leaf of a sketch-book now in the print-room at Karlsruhe. "The Martyrdom of St Sebastian and the Epiphany" (now Berlin, 1507), were painted for the market-church of Halle in Saxony. Baldung's prints, though Düreresque, are very individual in style, and often in subject. They show little direct Italian influence. His paintings are less important than his prints. He worked mainly in woodcut, although he made six engravings, one very fine. He joined in the fashion for chiaroscuro woodcuts, adding a tone block to a woodcut of 1510. Most of his hundreds of woodcuts were commissioned for books, as was usual at the time; his "single-leaf" woodcuts (i.e. prints not for book illustration) are fewer than 100, though no two catalogues agree as to the exact number. Unconventional as a draughtsman, his treatment of human form is often exaggerated and eccentric (hence his linkage, in the art historical literature, with European Mannerism), whilst his ornamental style—profuse, eclectic, and akin to the self-consciously "German" strain of contemporary limewood sculptors—is equally distinctive. Though Baldung has been commonly called the Correggio of the north, his compositions are a curious medley of glaring and heterogeneous colours, in which pure black is contrasted with pale yellow, dirty grey, impure red and glowing green. Flesh is a mere glaze under which the features are indicated by lines. His works are notable for their individualistic departure from the Renaissance composure of his model, Dürer, for the wild and fantastic strength that some of them display, and for their remarkable themes. In the field of painting, his Eve, the Serpent and Death (National Gallery of Canada) shows his strengths well. There is special force in the "Death and the Maiden" panel of 1517 (Basel), in the "Weather Witches" (Frankfurt), in the monumental panels of "Adam" and "Eve" (Madrid), and in his many powerful portraits. Baldung's most sustained effort is the altarpiece of Freiburg, where the Coronation of the Virgin, and the Twelve Apostles, the Annunciation, Visitation, Nativity and Flight into Egypt, and the Crucifixion, with portraits of donors, are executed with some of that fanciful power that Martin Schongauer bequeathed to the Swabian school. He is well known as a portrait painter, his works include historical pictures and portraits; among the latter may be named those of Maximilian I. and Charles V. His bust of Margrave Philip in the Munich Gallery tells us that he was connected with the reigning family of Baden as early as 1514. At a later period he had sittings with Margrave Christopher of Baden, Ottilia his wife, and all their children, and the picture containing these portraits is still in the gallery at Karlsruhe. Like Dürer and Cranach, Baldung supported the Protestant Reformation. He was present at the diet of Augsburg in 1518, and one of his woodcuts represents Luther in quasi-saintly guise, under the protection of (or being inspired by) the Holy Spirit, which hovers over him in the shape of a dove. Selected works Phyllis and Aristotle, Paris, Louvre. 1503 Two altar wings (Charles the Great, St. George), Augsburg, State Gallery. Portrait of a Youth, Hampton Court, Royal Collection 1509 The birth of Christ, Basel, Kunstmuseum Basel, 1510 The Adoration of the Magi, Dessau, Anhalt Art Gallery, 1510 The Witches, 1510 The Mass of St. Gregory, Cleveland, Cleveland Museum of Art, 1511 The crucifixion of Christ, Basel, Kunstmuseum Basel, 1512 The crucifixion of Christ, Berlin, Gemäldegalerie, 1512 The Holy Trinity, London, National Gallery, 1512 The Rest on the Flight into Egypt, Vienna, Paintings Gallery of the Academy of Fine Arts, 1513 Portrait of a Man, London, National Gallery, 1514 The Lamentation of Christ, Berlin, Gemäldegalerie, 1516 Death and the Maiden, Basel, Kunstmuseum Basel, 1517 The Baptism of Christ, Frankfurt am Main, Städel, 1518 Venus with Cupid, Otterlo, Rijksmuseum Kröller-Müller, 1525 Pyramus and Thisbe, Berlin, Gemäldegalerie, around 1530 Ambrosius Volmar Keller, Strasbourg, Musée de l’Œuvre Notre-Dame, 1538 Christ as a Gardener, Darmstadt, Hessen State Museum, 1539 Adam and Eve, Florence, Galleria degli Uffizi - Uffizi The unlikely couple, Liverpool, Walker Art Gallery, 1527 The Three Ages of Man and Death, Museo del Prado, Madrid Mercury as a Planet God, Stockholm, Nationalmuseum, 1530–1540 Harmony, or The Three Graces Die Jugend (Die drei Grazien) The youth (the three graces) Museo del Prado between 1541 and 1544 See also Early Renaissance painting Old master print Notes References Citations Attribution: Bibliography External links Prints & People: A Social History of Printed Pictures, an exhibition catalog from The Metropolitan Museum of Art (fully available online as PDF), which contains material on Hans Baldung (see index) Article: Sacred and Profane: Christian Imagery and Witchcraft in Prints by Hans Baldung Grien, by Stan Parchin "Hans Baldung Grien", National Gallery of Art Hans Baldung in the "A World History of Art" Several of Baldung's witches and erotic prints 1480s births 1545 deaths People from Schwäbisch Gmünd 16th-century German painters German male painters German Renaissance painters Woodcut designers
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The United States Navy, United States Coast Guard, and United States National Oceanic and Atmospheric Administration (NOAA) use a hull classification symbol (sometimes called hull code or hull number) to identify their ships by type and by individual ship within a type. The system is analogous to the pennant number system that the Royal Navy and other European and Commonwealth navies use. History United States Navy The U.S. Navy began to assign unique Naval Registry Identification Numbers to its ships in the 1890s. The system was a simple one in which each ship received a number which was appended to its ship type, fully spelled out, and added parenthetically after the ship's name when deemed necessary to avoid confusion between ships. Under this system, for example, the battleship Indiana was USS Indiana (Battleship No. 1), the cruiser Olympia was USS Olympia (Cruiser No. 6), and so on. Beginning in 1907, some ships also were referred to alternatively by single-letter or three-letter codes—for example, USS Indiana (Battleship No. 1) could be referred to as USS Indiana (B-1) and USS Olympia (Cruiser No. 6) could also be referred to as USS Olympia (C-6), while USS Pennsylvania (Armored Cruiser No. 4) could be referred to as USS Pennsylvania (ACR-4). However, rather than replacing it, these codes coexisted and were used interchangeably with the older system until the modern system was instituted on 17 July 1920. During World War I, the U.S. Navy acquired large numbers of privately owned and commercial ships and craft for use as patrol vessels, mine warfare vessels, and various types of naval auxiliary ships, some of them with identical names. To keep track of them all, the Navy assigned unique identifying numbers to them. Those deemed appropriate for patrol work received section patrol numbers (SP), while those intended for other purposes received "identification numbers", generally abbreviated "Id. No." or "ID;" some ships and craft changed from an SP to an ID number or vice versa during their careers, without their unique numbers themselves changing, and some ships and craft assigned numbers in anticipation of naval service were never acquired by the Navy. The SP/ID numbering sequence was unified and continuous, with no SP number repeated in the ID series or vice versa so that there could not be, for example, both an "SP-435" and an "Id. No. 435". The SP and ID numbers were used parenthetically after each boat's or ship's name to identify it; although this system pre-dated the modern hull classification system and its numbers were not referred to at the time as "hull codes" or "hull numbers," it was used in a similar manner to today's system and can be considered its precursor. United States Revenue Cutter Service and United States Coast Guard The United States Revenue Cutter Service, which merged with the United States Lifesaving Service in January 1915 to form the modern United States Coast Guard, began following the Navy's lead in the 1890s, with its cutters having parenthetical numbers called Naval Registry Identification Numbers following their names, such as (Cutter No. 1), etc. This persisted until the Navy's modern hull classification system's introduction in 1920, which included Coast Guard ships and craft. United States Coast and Geodetic Survey Like the U.S. Navy, the United States Coast and Geodetic Survey – a uniformed seagoing service of the United States Government and a predecessor of the National Oceanic and Atmospheric Administration (NOAA) – adopted a hull number system for its fleet in the 20th century. Its largest vessels, "Category I" oceanographic survey ships, were classified as "ocean survey ships" and given the designation "OSS". Intermediate-sized "Category II" oceanographic survey ships received the designation "MSS" for "medium survey ship," and smaller "Category III" oceanographic survey ships were given the classification "CSS" for "coastal survey ship." A fourth designation, "ASV" for "auxiliary survey vessel," included even smaller vessels. In each case, a particular ship received a unique designation based on its classification and a unique hull number separated by a space rather than a hyphen; for example, the third Coast and Geodetic Survey ship named Pioneer was an ocean survey ship officially known as USC&GS Pioneer (OSS 31). The Coast and Geodetic Surveys system persisted after the creation of NOAA in 1970, when NOAA took control of the Surveys fleet, but NOAA later changed to its modern hull classification system. United States Fish and Wildlife Service The Fish and Wildlife Service, created in 1940 and reorganized as the United States Fish and Wildlife Service (USFWS) in 1956, adopted a hull number system for its fisheries research ships and patrol vessels. It consisted of "FWS" followed by a unique identifying number. In 1970, NOAA took control of the seagoing ships of the USFWS′s Bureau of Commercial Fisheries, and as part of the NOAA fleet they eventually were renumbered under the NOAA hull number system. The modern hull classification system United States Navy The U.S. Navy instituted its modern hull classification system on 17 July 1920, doing away with section patrol numbers, "identification numbers", and the other numbering systems described above. In the new system, all hull classification symbols are at least two letters; for basic types the symbol is the first letter of the type name, doubled, except for aircraft carriers. The combination of symbol and hull number identifies a modern Navy ship uniquely. A heavily modified or re-purposed ship may receive a new symbol, and either retain the hull number or receive a new one. For example, the heavy gun cruiser was converted to a gun/missile cruiser, changing the hull number to CAG-1. Also, the system of symbols has changed a number of times both since it was introduced in 1907 and since the modern system was instituted in 1920, so ships' symbols sometimes change without anything being done to the physical ship. Hull numbers are assigned by classification. Duplication between, but not within, classifications is permitted. Hence, CV-1 was the aircraft carrier and BB-1 was the battleship . Ship types and classifications have come and gone over the years, and many of the symbols listed below are not presently in use. The Naval Vessel Register maintains an online database of U.S. Navy ships showing which symbols are presently in use. After World War II until 1975, the U.S. Navy defined a "frigate" as a type of surface warship larger than a destroyer and smaller than a cruiser. In other navies, such a ship generally was referred to as a "flotilla leader", or "destroyer leader". Hence the U.S. Navy's use of "DL" for "frigate" prior to 1975, while "frigates" in other navies were smaller than destroyers and more like what the U.S. Navy termed a "destroyer escort", "ocean escort", or "DE". The United States Navy 1975 ship reclassification of cruisers, frigates, and ocean escorts brought U.S. Navy classifications into line with other nations' classifications, at least cosmetically in terms of terminology, and eliminated the perceived "cruiser gap" with the Soviet Navy by redesignating the former "frigates" as "cruisers". Military Sealift Command If a U.S. Navy ship's hull classification symbol begins with "T-", it is part of the Military Sealift Command, has a primarily civilian crew, and is a United States Naval Ship (USNS) in non-commissioned service – as opposed to a commissioned United States Ship (USS) with an all-military crew. United States Coast Guard If a ship's hull classification symbol begins with "W", it is a commissioned cutter of the United States Coast Guard. Until 1965, the Coast Guard used U.S. Navy hull classification codes, prepending a "W" to their beginning. In 1965, it retired some of the less mission-appropriate Navy-based classifications and developed new ones of its own, most notably WHEC for "high endurance cutter" and WMEC for "medium endurance cutter". National Oceanic and Atmospheric Administration The National Oceanic and Atmospheric Administration (NOAA), a component of the United States Department of Commerce, includes the National Oceanic and Atmospheric Administration Commissioned Officer Corps (or "NOAA Corps"), one of the eight uniformed services of the United States, and operates a fleet of seagoing research and survey ships. The NOAA fleet also uses a hull classification symbol system, which it also calls "hull numbers," for its ships. After NOAA took over the former fleets of the U.S. Coast and Geodetic Survey and the U.S. Fish and Wildlife Service Bureau of Commercial Fisheries in 1970, it adopted a new system of ship classification. In its system, the NOAA fleet is divided into two broad categories, research ships and survey ships. The research ships, which include oceanographic and fisheries research vessels, are given hull numbers beginning with "R", while the survey ships, generally hydrographic survey vessels, receive hull numbers beginning with "S". The letter is followed by a three-digit number; the first digit indicates the NOAA "class" (i.e., size) of the vessel, which NOAA assigns based on the ship's gross tonnage and horsepower, while the next two digits combine with the first digit to create a unique three-digit identifying number for the ship. Generally, each NOAA hull number is written with a space between the letter and the three-digit number, as in, for example, or . Unlike in the U.S. Navy system, once an older NOAA ship leaves service, a newer one can be given the same hull number; for example, "S 222" was assigned to , then assigned to NOAAS Thomas Jefferson (S 222), which entered NOAA service after Mount Mitchell was stricken. United States Navy hull classification codes The U.S. Navy's system of alpha-numeric ship designators, and its associated hull numbers, have been for several decades a unique method of categorizing ships of all types: combatants, auxiliaries and district craft. Though considerably changed in detail and expanded over the years, this system remains essentially the same as when formally implemented in 1920. It is a very useful tool for organizing and keeping track of naval vessels, and also provides the basis for the identification numbers painted on the bows (and frequently the sterns) of most U.S. Navy ships. The ship designator and hull number system's roots extend back to the late 1880s when ship type serial numbers were assigned to most of the new-construction warships of the emerging "Steel Navy". During the course of the next thirty years, these same numbers were combined with filing codes used by the Navy's clerks to create an informal version of the system that was put in place in 1920. Limited usage of ship numbers goes back even earlier, most notably to the "Jeffersonian Gunboats" of the early 1800s and the "Tinclad" river gunboats of the Civil War Mississippi Squadron. It is important to understand that hull number-letter prefixes are not acronyms, and should not be carelessly treated as abbreviations of ship type classifications. Thus, "DD" does not stand for anything more than "Destroyer". "SS" simply means "Submarine". And "FF" is the post-1975 type code for "Frigate." The hull classification codes for ships in active duty in the United States Navy are governed under Secretary of the Navy Instruction 5030.8B (SECNAVINST 5030.8B). Warships Warships are designed to participate in combat operations. The origin of the two-letter code derives from the need to distinguish various cruiser subtypes. Aircraft carrier type Aircraft carriers are ships designed primarily for the purpose of conducting combat operations by aircraft which engage in attacks against airborne, surface, sub-surface and shore targets. Contrary to popular belief, the "CV" hull classification symbol does not stand for "carrier vessel". "CV" derives from the cruiser designation, with one popular theory that the v comes from French voler, "to fly", but this has never been definitively proven. Aircraft carriers are designated in two sequences: the first sequence runs from CV-1 USS Langley to the very latest ships, and the second sequence, "CVE" for escort carriers, ran from CVE-1 Long Island to CVE-127 Okinawa before being discontinued. AV: Heavier-than-air aircraft tender (retired) AZ: Lighter-than-air aircraft tender (retired) (1920-23) AVG: General-purpose aircraft tender (repurposed escort carrier) (1941–42) AVD: Seaplane tender destroyer (retired) AVP: Seaplane tender, Small (retired) AVT (i) Auxiliary aircraft transport (retired) AVT (ii) Auxiliary training carrier (retired) ACV: Auxiliary aircraft carrier (escort carrier, replaced by CVE) (1942) CV: Fleet aircraft carrier (1921–1975), multi-purpose aircraft carrier (1975–present) CVA: Aircraft carrier, attack (category merged into CV, 30 June 1975) CV(N): Aircraft carrier, night (deck equipped with lighting and pilots trained and for nighttime fights) (1944) (retired) CVAN: Aircraft carrier, attack, nuclear-powered (category merged into CVN, 30 June 1975) CVB: Aircraft carrier, large (original USS Midway class, category merged into CVA, 1952) CVE: Escort aircraft carrier (retired) (1943–retirement of type) CVHA: Aircraft carrier, helicopter assault (retired in favor of several LH-series amphibious assault ship hull codes) CVHE: Aircraft carrier, helicopter, escort (retired) CVL: Light aircraft carrier or aircraft carrier, small (retired) CVN: Aircraft carrier, nuclear-powered CVS: Antisubmarine aircraft carrier (retired) CVT: Aircraft carrier, training (changed to AVT (auxiliary)) CVU: Aircraft carrier, utility (retired) CVG: Aircraft carrier, guided missile (retired) CF: Flight-deck cruiser (1930s, retired unused) CVV: Aircraft carrier, vari-purpose, medium (retired unused) Surface combatant type Surface combatants are ships which are designed primarily to engage enemy forces on the high seas. The primary surface combatants are battleships, cruisers and destroyers. Battleships are very heavily armed and armored; cruisers moderately so; destroyers and smaller warships, less so. Before 1920, ships were called "<type> no. X", with the type fully pronounced. The types were commonly abbreviated in ship lists to "B-X", "C-X", "D-X" et cetera—for example, before 1920, would have been called "USS Minnesota, Battleship number 22" orally and "USS Minnesota, B-22" in writing. After 1920, the ship's name would have been both written and pronounced "USS Minnesota (BB-22)". In generally decreasing size, the types are: ACR: Armored Cruiser (pre-1920) AFSB: Afloat forward staging base (also AFSB(I) for "interim", changed to ESB for Expeditionary Mobile Dock) B: Battleship (pre-1920) BB: Battleship BBG: Battleship, guided missile or arsenal ship (theoretical only, never assigned) BM: Monitor (1920–retirement) C: Cruiser (pre-1920 protected cruisers and peace cruisers) CA: (first series) Cruiser, armored (retired, comprised all surviving pre-1920 armored and protected cruisers) CA: (second series) Heavy cruiser, category later renamed gun cruiser (retired) CAG: Cruiser, heavy, guided missile (retired) CB: Large cruiser (retired) CBC: Large command cruiser (retired, never used operationally) CC: Battlecruiser (retired, never used operationally) CC: (second usage) command ship (retired) CLC: Command cruiser CLD: Cruiser-destroyer, light (never used operationally) CG: Cruiser, guided missile CGN: Cruiser, guided missile, nuclear-powered: and CL: Cruiser, light (retired) CLAA: Cruiser, light, anti-aircraft (retired) CLG: Cruiser, light, guided missile (retired) CLGN: Cruiser, light, guided missile, nuclear-powered (retired) CLK: Cruiser, hunter–killer (abolished 1951) CM: Cruiser–minelayer (retired) CS: Scout cruiser (retired) CSGN: Cruiser, strike, guided missile, nuclear-powered (retired, never used operationally) D: Destroyer (pre-1920) DD: Destroyer DDC: Corvette (briefly proposed in the mid-1950s) DDE: Escort destroyer, a destroyer (DD) converted for antisubmarine warfare – category abolished 1962. (not to be confused with destroyer escort DE) DDG: Destroyer, guided missile DDK: Hunter–killer destroyer (category merged into DDE, 4 March 1950) DDR: Destroyer, radar picket (retired) DE: Destroyer escort (World War II, later became Ocean escort) DE: Ocean escort (abolished 30 June 1975) DEG: Guided missile ocean escort (abolished 30 June 1975) DER: Radar picket destroyer escort (abolished 30 June 1975) There were two distinct breeds of DE, the World War II destroyer escorts (some of which were converted to DERs) and the postwar DE/DEG classes, which were known as ocean escorts despite carrying the same type symbol as the World War II destroyer escorts. All DEs, DEGs, and DERs were reclassified as FFs, FFGs, or FFRs, 30 June 1975. DL: Destroyer leader (later frigate) (retired) DLG: Frigate, guided missile (abolished 30 June 1975) DLGN: Frigate, guided missile, nuclear-propulsion (abolished 30 June 1975) The DL category was established in 1951 with the abolition of the CLK category. CLK 1 became DL 1 and DD 927–930 became DL 2–5. By the mid-1950s the term destroyer leader had been dropped in favor of frigate. Most DLGs and DLGNs were reclassified as CGs and CGNs, 30 June 1975. However, DLG 6–15 became DDG 37–46. The old DLs were already gone by that time. Only applied to . DM: Destroyer, minelayer (retired) DMS: Destroyer, minesweeper (retired) FF: Frigate PF: Patrol frigate (retired) FFG: Frigate, guided missile FFH: Frigate with assigned helicopter FFL: Frigate, light FFR: Frigate, radar picket (retired) FFT: Frigate (reserve training) (retired) The FF, FFG, and FFR designations were established 30 June 1975 as new type symbols for ex-DEs, DEGs, and DERs. The first new-built ships to carry the FF/FFG designation were the s. In January 2015, it was announced that the LCS ship types would be redesignated as FF. PG: Patrol gunboat (retired) PCH: Patrol craft, hydrofoil (retired) PHM: Patrol, hydrofoil, missile (retired) K: Corvette (retired) LCS: Littoral combat ship In January 2015, the Navy announced that the up-gunned LCS will be reclassified as a frigate, since the requirements of the SSC Task Force was to upgrade the ships with frigate-like capabilities. Hull designations will be changed from LCS to FF; existing LCSs back-fitted with modifications may also earn the FF label. The Navy is hoping to start retrofitting technological upgrades onto existing and under construction LCSs before 2019. LSES: Large Surface Effect Ship M: Monitor (1880s–1920) SES: Surface Effect Ship TB: Torpedo boat Submarine type Submarines are all self-propelled submersible types (usually started with SS) regardless of whether employed as combatant, auxiliary, or research and development vehicles which have at least a residual combat capability. While some classes, including all diesel-electric submarines, are retired from USN service, non-U.S. navies continue to employ SS, SSA, SSAN, SSB, SSC, SSG, SSM, and SST types. With the advent of new Air Independent Propulsion/Power (AIP) systems, both SSI and SSP are used to distinguish the types within the USN, but SSP has been declared the preferred term. SSK, retired by the USN, continues to be used colloquially and interchangeably with SS for diesel-electric attack/patrol submarines within the USN, and, more formally, by the Royal Navy and British firms such as Jane's Information Group. SC: Cruiser Submarine (retired) SF: Fleet Submarine (retired) SM: Submarine Minelayer (retired) SS: Submarine, Attack Submarine SSA: Submarine Auxiliary, Auxiliary/Cargo Submarine SSAN: Submarine Auxiliary Nuclear, Auxiliary/Cargo Submarine, Nuclear-powered SSB: Submarine Ballistic, Ballistic Missile Submarine SSBN: Submarine Ballistic Nuclear, Ballistic Missile Submarine, Nuclear-powered SSC: Coastal Submarine, over 150 tons SSG: Guided Missile Submarine SSGN: Guided Missile Submarine, Nuclear-powered SSI: Attack Submarine (Diesel Air-Independent Propulsion) SSK: Hunter-Killer/ASW Submarine (retired) SSKN: Hunter-Killer/ASW Submarine, Nuclear-powered (retired) SSM: Midget Submarine, under 150 tons SSN: Attack Submarine, Nuclear-powered SSNR: Special Attack Submarine SSO: Submarine Oiler (retired) SSP: Attack Submarine (Diesel Air-Independent Power) (alternate use), formerly Submarine Transport SSQ: Auxiliary Submarine, Communications (retired) SSQN: Auxiliary Submarine, Communications, Nuclear-powered (retired) SSR: Radar Picket Submarine (retired) SSRN: Radar Picket Submarine, Nuclear-powered (retired) SST: Training Submarine IXSS: Unclassified Miscellaneous Submarine MTS: Moored Training Ship (Naval Nuclear Power School Training Platform; reconditioned SSBNs and SSNs) Patrol combatant type Patrol combatants are ships whose mission may extend beyond coastal duties and whose characteristics include adequate endurance and seakeeping, providing a capability for operations exceeding 48 hours on the high seas without support. This notably included Brown Water Navy/Riverine Forces during the Vietnam War. Few of these ships are in service today. PBR: Patrol Boat, River, Brown Water Navy (Pibber or PBR-Vietnam) PC: Coastal Patrol, originally Sub Chaser PCF: Patrol Craft, Fast; Swift Boat, Brown Water Navy (Vietnam) PE: Eagle Boat of World War I PF: World War II Frigate, based on British . PFG: Original designation of PG: WWII-era Gunboats, later Patrol combatant, with ability to operate in rivers; what is generally known as River gunboats PGH: Patrol Combatant, Hydrofoil () PHM: Patrol, Hydrofoil Missile () PR: Patrol, River, such as the PT: Patrol Torpedo Boat, the U.S. take on the Motor Torpedo Boat (World War II) PTF: Patrol Torpedo Fast, Brown Water Navy (Vietnam) PTG: Patrol Torpedo Gunboat Monitor: Heavily gunned riverine boat, Brown Water Navy (Vietnam and prior). Named for ASPB: Assault Support Patrol Boat, "Alpha Boat", Brown Water Navy; also used as riverine minesweeper (Vietnam) PACV: Patrol Air Cushion Vehicle, hovercraft that was part of the Brown Water Navy (Vietnam) SP: Section Patrol, used indiscriminately for patrol vessels, mine warfare vessels, and some other types (World War I; retired 1920) Amphibious warfare type Amphibious warfare vessels include all ships having an organic capability for amphibious warfare and which have characteristics enabling long duration operations on the high seas. There are two classifications of craft: amphibious warfare ships which are built to cross oceans, and landing craft, which are designed to take troops from ship to shore in an invasion. The US Navy hull classification symbol for a ship with a well deck depends on its facilities for aircraft: An LSD has a helicopter deck. An LPD has a hangar in addition to the helicopter deck. An LHD or LHA has a full-length flight deck. Ships AKA: Attack Cargo Ship (To LKA, 1969) APA: Attack Transport (To LPA, 1969) APD: High speed transport (Converted Destroyer or Destroyer Escort) (To LPR, 1969) AGC: Amphibious Force Flagship (To LCC, 1969) LCC: Amphibious Command Ship, also known as Landing Craft, Control LHA: General-Purpose Amphibious Assault Ship, also known as Landing ship, Helicopter, Assault LHD: Multi-Purpose Amphibious Assault Ship, also known as Landing ship, Helicopter, Dock LKA: Amphibious Cargo Ship (out of commission) LPA: Amphibious Transport LPD: Amphibious transport dock, also known as Landing ship, Personnel, Dock LPH: Landing ship, Personnel, Helicopter LPR: High speed transport LSD: Landing Ship, Dock LSH: Landing Ship, Heavy LSIL: Landing Ship, Infantry (Large) (formerly LCIL) LSL: Landing Ship, Logistics LSM: Landing Ship, Medium LSM(R): Landing Ship, Medium (Rocket) LSSL: Landing Ship, Support (Large) (formerly LCSL) LST: Landing Ship, Tank LST(H): Landing Ship, Tank (Hospital) LSV: Landing Ship, Vehicle Landing Craft LCA: Landing Craft, Assault LCAC: Landing Craft Air Cushion LCFF: (Flotilla Flagship) LCH: Landing Craft, Heavy LCI: Landing Craft, Infantry, World War II-era classification further modified by (G) – Gunboat (L) – Large (M) – Mortar (R) – Rocket LCL: Landing Craft, Logistics (UK) LCM: Landing Craft, Mechanized LCP: Landing Craft, Personnel LCP(L): Landing Craft, Personnel, Large LCP(R): Landing Craft, Personnel, Ramped LCPA: Landing Craft, Personnel, Air-Cushioned LCS(L): Landing Craft, Support (Large) changed to LSSL in 1949 LCT: Landing Craft, Tank (World War II era) LCU: Landing Craft, Utility LCVP: Landing Craft, Vehicle and Personnel LSH: Landing Ship Heavy (Royal Australian Navy) Expeditionary support Operated by Military Sealift Command, have ship prefix "USNS", hull code begins with "T-". ESD: Expeditionary Transfer Dock ESB: Expeditionary Mobile Base (a variant of ESD, formerly AFSB) EPF: Expeditionary fast transport MLP: Mobile landing platform (changed to ESD) JHSV: Joint high-speed vessel (changed to EPF) HST: High-speed transport (similar to JHSV, not to be confused with WWII-era High-speed transport (APD)) HSV: High-speed vessel Combat logistics type Ships which have the capability to provide underway replenishment to fleet units. AC: Collier (retired) AE: Ammunition ship AF: Stores ship (retired) AFS: Combat stores ship AKE: Advanced dry cargo ship AKS: General stores ship AO: Fleet Oiler AOE: Fast combat support ship AOR: Replenishment oiler AW: Distilling ship (retired) Mine warfare type Mine warfare ships are those ships whose primary function is mine warfare on the high seas. ADG: Degaussing ship AM: Minesweeper AMb: Harbor minesweeper AMc: Coastal minesweeper AMCU: Underwater mine locater AMS: Motor minesweeper CM: Cruiser (i.e., large) minelayer CMc: Coastal minelayer DM: High-speed minelayer (converted destroyer) DMS: High-speed minesweeper (converted-destroyer) MCM: Mine countermeasures ship MCS: Mine countermeasures support ship MH(C)(I)(O)(S): Minehunter, (coastal) (inshore) (ocean) (hunter and sweeper, general) MLC: Coastal minelayer MSC: Minesweeper, coastal MSF: Minesweeper, steel hulled MSO: Minesweeper, ocean PCS: Submarine chasers (wooden) fitted for minesweeping YDG: District degaussing vessel Coastal defense type Coastal defense ships are those whose primary function is coastal patrol and interdiction. FS: Corvette PB: Patrol boat PBR: Patrol boat, river PC: Patrol, coastal PCE: Patrol craft, escort PCF: Patrol craft, fast, (swift boat) PCS: Patrol craft, sweeper (modified-motor minesweepers meant for anti-submarine warfare) PF: Frigate, in a role similar to World War II Commonwealth corvette PG: Patrol gunboat PGM: Motor gunboat (To PG, 1967) PR: Patrol, river SP: Section patrol Mobile logistics type Mobile logistics ships have the capability to provide direct material support to other deployed units operating far from home ports. AD: Destroyer tender AGP: Patrol craft tender AR (AR, ARB, ARC, ARG, ARH, ARL, ARV): repair ship AS: Submarine tender AV: Seaplane tender Auxiliary type An auxiliary ship is designed to operate in any number of roles supporting combatant ships and other naval operations. AN: Net laying ship ARL: Auxiliary repair light—light craft or landing craft repair ship (World War II-era, out of commission) ATF: Fleet ocean tug AGHS: Patrol combatant support ship—ocean or inshore Airships Although technically an aircraft, pre-World War II rigid airships (e.g., zeppelins) were treated like commissioned surface warships and submarines, flew the U.S. ensign from their stern and carried a United States Ship (USS) designation. Non-rigid airships (e.g., blimps) continued to fly the U.S. ensign from their stern but were always considered to be primarily aircraft. ZMC: Airship metal clad ZNN-G: G-class blimp ZNN-J: J-class blimp ZNN-L: L-class blimp ZNP-K: K-class blimp ZNP-M: M-class blimp ZNP-N: N-class blimp ZPG-3W: surveillance patrol blimp ZR: Rigid airship ZRS: Rigid airship scout Support ships Support ships are not designed to participate in combat and are generally not armed. For ships with civilian crews (owned by and/or operated for Military Sealift Command and the Maritime Administration), the prefix T- is placed at the front of the hull classification. Support type Support ships are designed to operate in the open ocean in a variety of sea states to provide general support to either combatant forces or shore-based establishments. They include smaller auxiliaries which, by the nature of their duties, leave inshore waters. AB: Auxiliary Crane Ship (1920-41) AC: Collier (retired) ACS: Auxiliary Crane Ship AG: Miscellaneous Auxiliary AGDE: Testing Ocean Escort AGDS: Deep Submergence Support Ship AGER (i): Miscellaneous Auxiliary, Electronic Reconnaissance AGER (ii): Environmental Research Ship AGF: Miscellaneous Command Ship AGFF: Testing Frigate AGL: Auxiliary vessel, lighthouse tender AGM: Missile Range Instrumentation Ship AGOR: Oceanographic Research Ship AGOS: Ocean Surveillance Ship AGP: Motor Torpedo Boat Tender AGR: Radar picket ship AGS: Surveying Ship AGSE: Submarine and Special Warfare Support AGSS: Auxiliary Research Submarine AGTR: Technical research ship AH: Hospital ship AK: Cargo Ship AKR: Vehicle Cargo Ship AKS: General Stores Issue Ship AKV: Cargo Ship and Aircraft Ferry AO: Oiler AOE: Fast Combat Support Ship AOR: Replenishment oiler (retired) AOG: Gasoline Tanker AOT: Transport Oiler AP: Transport ARC: Cable Repair Ship (see also Cable layer) ARG: Internal Combustion Engine repair ship APB: Self-propelled Barracks Ship APL: Barracks Craft ARB: Battle Damage Repair Ship ARL: Small Repair Ship ARS: Salvage Ship AS: Submarine tender ASR: Submarine Rescue Ship AT: Ocean-Going Tug ATA: Auxiliary Ocean Tug ATF: Fleet Ocean Tug ATLS: Drone Launch Ship ATS: Salvage and Rescue Ship AVB(i): Aviation Logistics Support Ship AVB(ii): Advance Aviation Base Ship AVS: Aviation Stores Issue Ship AVT(i): Auxiliary Aircraft Transport AVT(ii): Auxiliary Aircraft Landing Training Ship EPCER: Experimental – Patrol Craft Escort – Rescue ID or Id. No.: Civilian ship taken into service for auxiliary duties, used indiscriminately for large ocean-going ships of all kinds and coastal and yard craft (World War I; retired 1920) PCER: Patrol Craft Escort – Rescue SBX: Sea-based X-band Radar – a mobile active electronically scanned array early-warning radar station. Service type craft Service craft are navy-subordinated craft (including non-self-propelled) designed to provide general support to either combatant forces or shore-based establishments. The suffix "N" refers to non-self-propelled variants. AB: Crane Ship AFDB: Large Auxiliary Floating Dry Dock AFD/AFDL: Small Auxiliary Floating Dry Dock AFDM: Medium Auxiliary Floating Dry Dock APB: Self-Propelled Barracks ship APL: Barracks Craft ARD: Auxiliary Repair Dry Dock ARDM: Medium Auxiliary Repair Dry Dock ATA: Auxiliary Ocean Tug DSRV: Deep Submergence Rescue Vehicle DSV: Deep Submergence Vehicle JUB/JB : Jack Up Barge NR: Submersible Research Vehicle YC: Open Lighter YCF: Car Float YCV: Aircraft Transportation Lighter YD: Floating Crane YDT: Diving Tender YF: Covered Lighter YFB: Ferry Boat or Launch YFD: Yard Floating Dry Dock YFN: Covered Lighter (non-self propelled) YFNB: Large Covered Lighter (non-self propelled) YFND: Dry Dock Companion Craft (non-self propelled) YFNX: Lighter (Special purpose) (non-self propelled) YFP: Floating Power Barge YFR: Refrigerated Cover Lighter YFRN: Refrigerated Covered Lighter (non-self propelled) YFRT: Range Tender USNS Range Recoverer (T-AG-161) YFU: Harbor Utility Craft YG: Garbage Lighter YGN: Garbage Lighter (non-self propelled) YH: Ambulance boat/small medical support vessel YLC: Salvage Lift Craft YM: Dredge YMN: Dredge (non-self propelled) YNG: Gate Craft YN: Yard Net Tender YNT: Net Tender YO: Fuel Oil Barge YOG: Gasoline Barge YOGN: Gasoline Barge (non-self propelled) YON: Fuel Oil Barge (non-self propelled) YOS: Oil Storage Barge YP: Patrol Craft, Training YPD: Floating Pile Driver YR: Floating Workshop YRB: Repair and Berthing Barge YRBM: Repair, Berthing and Messing Barge YRDH: Floating Dry Dock Workshop (Hull) YRDM: Floating Dry Dock Workshop (Machine) YRR: Radiological Repair Barge nuclear ships and submarines service YRST: Salvage Craft Tender YSD: Seaplane Wrecking Derrick - Yard Seaplane Derrick YSR: Sludge Removal Barge YT: Harbor Tug (craft later assigned YTB, YTL, or YTM classifications) YTB: Large Harbor tug YTL: Small Harbor Tug YTM: Medium Harbor Tug YTT: Torpedo trials craft YW: Water Barge YWN: Water Barge (non-self propelled) ID or Id. No.: Civilian ship taken into service for auxiliary duties, used indiscriminately for large ocean-going ships of all kinds and coastal and yard craft (World War I; retired 1920) IX: Unclassified Miscellaneous Unit X: Submersible Craft "none": To honor her unique historical status, USS Constitution, formerly IX 21, was reclassified to "none", effective 1 September 1975. United States Coast Guard vessels Prior to 1965, U.S. Coast Guard cutters used the same designation as naval ships but preceded by a "W" to indicate Coast Guard commission. The U.S. Coast Guard considers any ship over 65 feet in length with a permanently assigned crew, a cutter. Current USCG cutter classes and types Historic USCG cutter classes and types USCG classification symbols definitions CG: all Coast Guard ships in the 1920s (retired) WAGB: Coast Guard WAGL: Auxiliary vessel, lighthouse tender (retired 1960's) WAVP: seagoing Coast Guard seaplane tenders (retired 1960s) WDE: seagoing Coast Guard destroyer escorts (retired 1960s) WHEC: Coast Guard high endurance cutters WIX: Coast Guard barque WLB: Coast Guard buoy tenders WLBB: Coast Guard seagoing buoy tenders/ice breaker WLI: Coast Guard inland buoy tenders WLIC: Coast Guard inland construction tenders WLM: Coast Guard coastal buoy tenders WLR: Coast Guard river buoy tenders WMEC: Coast Guard medium endurance cutters WMSL: Coast Guard maritime security cutter, large (referred to as national security cutters) WPB: Coast Guard patrol boats WPC: Coast Guard patrol craft—later reclassed under WHEC, symbol reused for Coast Guard patrol cutter (referred to as fast response cutters) WPG: seagoing Coast Guard gunboats (retired 1960s) WTGB: Coast Guard tug boat (140' icebreakers) WYTL: Small harbor tug USCG classification symbols for small craft and boats MLB: Motor Life Boat (52', 47', and 44' variants) UTB: Utility Boat DPB: Deployable Pursuit Boat ANB: Aids to Navigation Boats TPSB: Transportable Port Security Boat RHIB: Rigid Hull Inflatable Boats Temporary designations United States Navy Designations (Temporary) are a form of U.S. Navy ship designation, intended for temporary identification use. Such designations usually occur during periods of sudden mobilization, such as that which occurred prior to, and during, World War II or the Korean War, when it was determined that a sudden temporary need arose for a ship for which there was no official Navy designation. During World War II, for example, a number of commercial vessels were requisitioned, or acquired, by the U.S. Navy to meet the sudden requirements of war. A yacht acquired by the U.S. Navy during the start of World War II might seem desirable to the Navy whose use for the vessel might not be fully developed or explored at the time of acquisition. On the other hand, a U.S. Navy vessel, such as the yacht in the example above, already in commission or service, might be desired, or found useful, for another need or purpose for which there is no official designation. IX: Unclassified Miscellaneous Auxiliary Ship, for example, yacht Chanco acquired by the U.S. Navy on 1 October 1940. It was classified as a minesweeper , but instead, mainly used as a patrol craft along the New England coast. When another assignment came, and it could not be determined how to classify the vessel, it was redesignated IX-175 on 10 July 1944. IXSS: Unclassified Miscellaneous Submarines, such as the , the and the . YAG: Miscellaneous Auxiliary Service Craft, such as the , and which, curiously, was earlier known as . Numerous other U.S. Navy vessels were launched with a temporary, or nominal, designation, such as YMS or PC, since it could not be determined, at the time of construction, what they should be used for. Many of these were vessels in the 150 to 200 feet length class with powerful engines, whose function could be that of a minesweeper, patrol craft, submarine chaser, seaplane tender, tugboat, or other. Once their destiny, or capability, was found or determined, such vessels were reclassified with their actual designation. National Oceanic and Atmospheric Administration hull codes R: Research ships, including oceanographic and fisheries research ships S: Survey ships, including hydrographic survey ships The letter is paired with a three-digit number. The first digit of the number is determined by the ships "power tonnage," defined as the sum of its shaft horsepower and gross international tonnage, as follows: If the power tonnage is 5,501 through 9,000, the first digit is "1". If the power tonnage 3,501 through 5,500, the first digit is "2." If the power tonnage is 2,001 through 3,500, the first digit is "3." If the power tonnage is 1,001 through 2,000, the first digit is "4." If the power tonnage is 501 through 1,000, the first digit is "5." If the power tonnage is 500 or less and the ship is at least 65 feet (19.8 meters) long, the first digit is "6." The second and third digits are assigned to create a unique three-digit hull number. See also United States Navy 1975 ship reclassification List of hull classifications Ship prefix Hull classification symbol (Canada) Pennant number for the British Commonwealth equivalent Notes Footnotes Citations References United States Naval Aviation 1910–1995, Appendix 16: U.S. Navy and Marine Corps Squadron Designations and Abbreviations. U.S. Navy, c. 1995. Quoted in Derdall and DiGiulian, op cit. USCG Designations Naval History and Heritage Command Online Library of Selected Images: U.S. Navy Ships – Listed by Hull Number: "SP" #s and "ID" #s — World War I Era Patrol Vessels and other Acquired Ships and Craft Wertheim, Eric. The Naval Institute Guide to Combat Fleets of the World, 15th Edition: Their Ships, Aircraft, and Systems. Annapolis, Maryland: Naval Institute Press, 2007. . . Further reading Friedman, Norman. U.S. Small Combatants, Including PT-Boats, Subchasers, and the Brown-Water Navy: An Illustrated Design History. Annapolis, Md: Naval Institute Press, 1987. . External links Current U.S. Navy Ship Classifications U.S. Navy Inactive Classification Symbols U.S. Naval Vessels Registry (Service Craft) U.S. Naval Vessels Registry (Ships) U.S. Naval Vessel Register (Current ships) Ships of the United States Navy Ship identification numbers Hull classifications United States Service vessels of the United States
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This is a list of historical African place names. The names on the left are linked to the corresponding subregion(s) from History of Africa. Axum - Eritrea and Ethiopia Mauritania Tingitana-Morocco Africa (province) - Tunisia Barbary Coast - Algeria Bechuanaland - Botswana Belgian Congo - Democratic Republic of the Congo Carthage - Tunisia Central African Empire - Central African Republic Congo Free State - Democratic Republic of the Congo Dahomey - Benin Equatoria - Sudan and Uganda Fernando Pó - Bioko French Congo - Gabon and Republic of the Congo French Equatorial Africa - Chad, Central African Republic, Gabon, Republic of the Congo French Sudan - Mali French West Africa - Mauritania, Senegal, Mali, Guinea, Ivory Coast, Niger, Burkina Faso, and Benin German East Africa - Tanzania and Zanzibar German South-West Africa - Namibia The Gold Coast - Ghana Guinea Grain Coast or Pepper Coast - Liberia Malagasy Republic - Madagascar Mdre Bahri -Eritrea Monomotapa - Zimbabwe, South Africa, Lesotho, Swaziland, Mozambique and parts of Namibia and Botswana Middle Congo - Republic of the Congo Nubia - Sudan and Egypt Numidia - Algeria, Libya and Tunisia Nyasaland - Malawi Western Pentapolis - Libya Portuguese Guinea - Guinea-Bissau Rhodesia - Northern Rhodesia - Zambia Southern Rhodesia - Zimbabwe (Southern Rhodesia was commonly referred to simply as Rhodesia from 1964 to 1980) Rwanda-Urundi - Rwanda and Burundi The Slave Coast - Benin Somaliland - Somalia South-West Africa - Namibia Spanish Sahara - Western Sahara Swaziland - Eswatini French Upper Volta - Republic of Upper Volta - Burkina Faso Zaire - Republic of the Congo - Democratic Republic of the Congo See also List of former sovereign states Africa-related lists History of Africa Names of places in Africa
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Herāt (; Dari/Pashto: ) is an oasis city and the third-largest city of Afghanistan. In 2020, it had an estimated population of 574,276, and serves as the capital of Herat Province, situated south of the Paropamisus Mountains (Selseleh-ye Safēd Kōh) in the fertile valley of the Hari River in the western part of the country. An ancient civilization on the Silk Road between the Middle East, Central and South Asia,. people in Herat usually speak Pashto Language and also know Dari. Herat dates back to Avestan times and was traditionally known for its wine. The city has a number of historic sites, including the Herat Citadel and the Musalla Complex. During the Middle Ages Herat became one of the important cities of Khorasan, as it was known as the Pearl of Khorasan. After the conquest of Tamerlane, the city became an important center of intellectual and artistic life in the Islamic world. Under the rule of Shah Rukh the city served as the focal point of the Timurid Renaissance, whose glory matched Florence of the Italian Renaissance as the center of a cultural rebirth. After the fall of the Timurid Empire, Herat has been governed by various Afghan rulers since the early 18th century. In 1716, the Abdali Afghans inhabiting the city revolted and formed their own Sultanate, the Sadozai Sultanate of Herat. They were conquered by the Afsharids in 1732. After Nader Shah's death and Ahmad Shah Durrani's rise to power in 1747, Herat became part of Afghanistan. It became an independent city-state in the first half of the 19th century, facing several Iranian invasions until being incorporated into Afghanistan in 1863. The roads from Herat to Iran (through the border town of Islam Qala) and Turkmenistan (through the border town of Torghundi) are still strategically important. As the gateway to Iran, it collects high amount of customs revenue for Afghanistan. It also has an international airport. Following the 2001 war the city had been relatively safe from Taliban insurgent attacks. In 2021, it was announced that Herat would be listed as a UNESCO World Heritage Site. On 12 August 2021, the city was seized by Taliban fighters as part of the Taliban's summer offensive. History Herat is first recorded in ancient times, but its precise date of foundation is unknown. Under the Persian Achaemenid Empire (550–330 BC), the surrounding district was known by the Old Persian name of Haraiva (𐏃𐎼𐎡𐎺), and in classical sources, the region was correspondingly known as Areia (Aria). In the Zoroastrian collection of Avesta, the district is referred as Haroiva. The name of the district and its principal town is a derivative from that of the local river, the Herey River (from Old Iranian Harayu, meaning "with velocity"), which goes through the district and ends south of Herat. Herey is mentioned in Sanskrit as a yellow or golden color equivalent to Persian "Zard" meaning Gold (yellow). The naming of a region and its principal town after the main river is a common feature in this part of the world— compare the adjoining districts/rivers/towns of Arachosia and Bactria. The district Aria of the Achaemenid Empire is mentioned in the provincial lists that are included in various royal inscriptions, for instance, in the Behistun inscription of Darius I (ca. 520 BC). Representatives from the district are depicted in reliefs, e.g., at the royal Achaemenid tombs of Naqsh-e Rustam and Persepolis. They are wearing Scythian-style dress (with a tunic and trousers tucked into high boots) and a twisted Bashlyk that covers their head, chin and neck. Hamdallah Mustawfi, composer of the 14th-century work The Geographical Part of the Nuzhat-al-Qulub writes that: Herodotus described Herat as the bread-basket of Central Asia. At the time of Alexander the Great in 330 BC, Aria was obviously an important district. It was administered by a satrap called Satibarzanes, who was one of the three main Persian officials in the East of the Empire, together with the satrap Bessus of Bactria and Barsaentes of Arachosia. In late 330 BC, Alexander captured the Arian capital that was called Artacoana. The town was rebuilt and the citadel was constructed. Afghanistan became part of the Seleucid Empire. However, most sources suggest that Herat was predominantly Zoroastrian. It became part of the Parthian Empire in 167 BC. In the Sasanian period (226-652), 𐭧𐭥𐭩𐭥 Harēv is listed in an inscription on the Ka'ba-i Zartosht at Naqsh-e Rustam; and Hariy is mentioned in the Pahlavi catalogue of the provincial capitals of the empire. In around 430, the town is also listed as having a Christian community, with a Nestorian bishop. In the last two centuries of Sasanian rule, Aria (Herat) had great strategic importance in the endless wars between the Sasanians, the Chionites and the Hephthalites who had been settled in the northern section of Afghanistan since the late 4th century. Islamization At the time of the Arab invasion in the middle of the 7th century, the Sasanian central power seemed already largely nominal in the province in contrast with the role of the Hephthalites tribal lords, who were settled in the Herat region and in the neighboring districts, mainly in pastoral Bādghis and in Qohestān. It must be underlined, however, that Herat remained one of the three Sasanian mint centers in the east, the other two beings Balkh and Marv. The Hephthalites from Herat and some unidentified Turks opposed the Arab forces in a battle of Qohestān in 651-52 AD, trying to block their advance on Nishāpur, but they were defeated When the Arab armies appeared in Khorāsān in the 650s AD, Herāt was counted among the twelve capital towns of the Sasanian Empire. The Arab army under the general command of Ahnaf ibn Qais in its conquest of Khorāsān in 652 seems to have avoided Herāt, but it can be assumed that the city eventually submitted to the Arabs, since shortly afterward an Arab governor is mentioned there. A treaty was drawn in which the regions of Bādghis and Bushanj were included. As did many other places in Khorāsān, Herāt rebelled and had to be re-conquered several times. Another power that was active in the area in the 650s was Tang dynasty China which had embarked on a campaign that culminated in the Conquest of the Western Turks. By 659–661, the Tang claimed a tenuous suzerainty over Herat, the westernmost point of Chinese power in its long history. This hold however would be ephemeral with local Turkish tribes rising in rebellion in 665 and driving out the Tang. In 702 AD Yazid ibn al-Muhallab defeated certain Arab rebels, followers of Ibn al-Ash'ath, and forced them out of Herat. The city was the scene of conflicts between different groups of Muslims and Arab tribes in the disorders leading to the establishment of the Abbasid Caliphate. Herat was also a center of the followers of Ustadh Sis. In 870 AD, Yaqub ibn Layth Saffari, a local ruler of the Saffarid dynasty conquered Herat and the rest of the nearby regions in the name of Islam. “Pearl of Khorasan” The region of Herāt was under the rule of King Nuh III, the seventh of the Samanid line—at the time of Sebük Tigin and his older son, Mahmud of Ghazni. The governor of Herāt was a noble by the name of Faik, who was appointed by Nuh III. It is said that Faik was a powerful, but insubordinate governor of Nuh III, and had been punished by Nuh III. Faik made overtures to Bogra Khan and Ughar Khan of Khorasan. Bogra Khan answered Faik's call, came to Herāt, and became its ruler. The Samanids fled, betrayed at the hands of Faik to whom the defense of Herāt had been entrusted by Nuh III. In 994, Nuh III invited Alptegin to come to his aid. Alptegin, along with Mahmud of Ghazni, defeated Faik and annexed Herāt, Nishapur and Tous. Herat was a great trading center strategically located on trade routes from Mediterranean to India or to China. The city was noted for its textiles during the Abbasid Caliphate, according to many references by geographers. Herāt also had many learned sons such as Ansārī. The city is described by Estakhri and Ibn Hawqal in the 10th century as a prosperous town surrounded by strong walls with plenty of water sources, extensive suburbs, an inner citadel, a congregational mosque, and four gates, each gate opening to a thriving market place. The government building was outside the city at a distance of about a mile in a place called Khorāsānābād. A church was still visible in the countryside northeast of the town on the road to Balkh, and farther away on a hilltop stood a flourishing fire temple, called Sereshk, or Arshak according to Mustawfi. Herat was a part of the Taherid dominion in Khorāsān until the rise of the Saffarids in Sistān under Ya'qub-i Laith in 861, who, in 862, started launching raids on Herat before besieging and capturing it on 16 August 867, and again in 872. The Saffarids succeeded in expelling the Taherids from Khorasan in 873. The Sāmānid dynasty was established in Transoxiana by three brothers, Nuh, Yahyā, and Ahmad. Ahmad Sāmāni opened the way for the Samanid dynasty to the conquest of Khorāsān, including Herāt, which they were to rule for one century. The centralized Samanid administration served as a model for later dynasties. The Samanid power was destroyed in 999 by the Qarakhanids, who were advancing on Transoxiana from the northeast, and by the Ghaznavids, former Samanid retainers, attacking from the southeast. Sultan Maḥmud of Ghazni officially took control of Khorāsān in 998. Herat was one of the six Ghaznavid mints in the region. In 1040, Herat was captured by the Seljuk Empire. During this change of power in Herat, there was supposedly a power vacuum which was filled by Abdullah Awn, who established a city-state and made an alliance with Mahmud of Ghazni. Yet, in 1175, it was captured by the Ghurids of Ghor and then came under the Khawarazm Empire in 1214. According to the account of Mustawfi, Herat flourished especially under the Ghurid dynasty in the 12th century. Mustawfi reported that there were "359 colleges in Herat, 12,000 shops all fully occupied, 6,000 bath-houses; besides caravanserais and mills, also a darwish convent and a fire temple". There were about 444,000 houses occupied by a settled population. The men were described as "warlike and carry arms", and they were Sunni Muslims. The great mosque of Herāt was built by Ghiyasuddin Ghori in 1201. In this period Herāt became an important center for the production of metal goods, especially in bronze, often decorated with elaborate inlays in precious metals. Herat was invaded and destroyed by Genghis Khan's Mongol army in 1221. The city was destroyed a second time and remained in ruins from 1222 to about 1236. In 1244 a local prince Shams al-Din Kart was named ruler of Herāt by the Mongol governor of Khorāsān and in 1255 he was confirmed in his rule by the founder of the Il-Khan dynasty Hulagu. Shamsuddin Kart founded a new dynasty and his successors, especially Fakhruddin Kart and Ghiyasuddin Kart, built many mosques and other buildings. The members of this dynasty were great patrons of literature and the arts. By this time Herāt became known as the pearl of Khorasan. Timur took Herat in 1380 and he brought the Kartid dynasty to an end a few years later. The city reached its greatest glory under the Timurid princes, especially Sultan Husayn Bayqara who ruled Herat from 1469 until May 4, 1506. His chief minister, the poet and author in Persian and Turkish, Mir Ali-Shir Nava'i was a great builder and patron of the arts. Under the Timurids, Herat assumed the role of the main capital of an empire that extended in the West as far as central Persia. As the capital of the Timurid empire, it boasted many fine religious buildings and was famous for its sumptuous court life and musical performance and its tradition of miniature paintings. On the whole, the period was one of relative stability, prosperity, and development of economy and cultural activities. It began with the nomination of Shahrokh, the youngest son of Timur, as governor of Herat in 1397. The reign of Shahrokh in Herat was marked by intense royal patronage, building activities, and the promotion of manufacturing and trade, especially through the restoration and enlargement of the Herat's bāzār. The present Musallah Complex, and many buildings such as the madrasa of Gawhar Shad, Ali Shir mahāl, many gardens, and others, date from this time. The village of Gazar Gah, over two km northeast of Herat, contained a shrine that was enlarged and embellished under the Timurids. The tomb of the poet and mystic Khwājah Abdullāh Ansārī (d. 1088), was first rebuilt by Shahrokh about 1425, and other famous men were buried in the shrine area. Herat was shortly captured by Kara Koyunlu between 1458 and 1459. In 1507 Herat was occupied by the Uzbeks but after much fighting the city was taken by Shah Isma'il, the founder of the Safavid dynasty, in 1510 and the Shamlu Qizilbash assumed the governorship of the area. Under the Safavids, Herat was again relegated to the position of a provincial capital, albeit one of particular importance. At the death of Shah Isma'il the Uzbeks again took Herat and held it until Shah Tahmasp retook it in 1528. The Persian king, Abbas was born in Herat, and in Safavid texts, Herat is referred to as a'zam-i bilād-i īrān, meaning "the greatest of the cities of Iran". In the 16th century, all future Safavid rulers, from Tahmasp I to Abbas I, were governors of Herat in their youth. Modern history By the early 18th century Herat was governed by the Abdali Afghans. After Nader Shah's death in 1747, Ahmad Shah Durrani took possession of the city and became part of the Durrani Empire. In 1793, Herat became independent for several years when Afghanistan underwent a civil war between different sons of Timur Shah. The Iranians had multiple wars with Herat between 1801 and 1837 (1804, 1807, 1811, 1814, 1817, 1818, 1821, 1822, 1825, 1833). The Iranians besieged the city in 1837, but the British helped the Heratis in repelling them. In 1856, they invaded again, and briefly managed to take the city on October 25; it led directly to the Anglo-Persian War. In 1857 hostilities between the Iranians and the British ended after the Treaty of Paris was signed, and the Persian troops withdrew from Herat in September 1857. Afghanistan conquered Herat on May 26, 1863, under Dost Muhammad Khan, two weeks before his death. The famous Musalla of Gawhar Shah of Herat, a large Islamic religious complex consisting of five minarets, several mausoleums along with mosques and madrasas was dynamited during the Panjdeh incident to prevent their usage by the advancing Russian forces. Some emergency preservation work was carried out at the site in 2001 which included building protective walls around the Gawhar Shad Mausoleum and Sultan Husain Madrasa, repairing the remaining minaret of Gawhar Shad's Madrasa, and replanting the mausoleum garden. In the 1960s, engineers from the United States built Herat Airport, which was used by the Soviet forces during the Democratic Republic of Afghanistan in the 1980s. Even before the Soviet invasion at the end of 1979, there was a substantial presence of Soviet advisors in the city with their families. Between March 10 and March 20, 1979, the Afghan Army in Herāt under the control of commander Ismail Khan mutinied. Thousands of protesters took to the streets against the Khalq communist regime's oppression led by Nur Mohammad Taraki. The new rebels led by Khan managed to oust the communists and take control of the city for 3 days, with some protesters murdering any Soviet advisers. This shocked the government, who blamed the new administration of Iran following the Iranian Revolution for influencing the uprising. Reprisals by the government followed, and between 3,000 and 24,000 people (according to different sources) were killed, in what is called the 1979 Herat uprising, or in Persian as the Qiam-e Herat. The city itself was recaptured with tanks and airborne forces, but at the cost of thousands of civilians killed. This massacre was the first of its kind since the Third Anglo-Afghan War in 1919, and was the bloodiest event preceding the Soviet–Afghan War. Herat received damage during the Soviet–Afghan War in the 1980s, especially its western side. The province as a whole was one of the worst-hit. In April 1983, a series of Soviet bombings damaged half of the city and killed around 3,000 civilians, described as "extremely heavy, brutal and prolonged". Ismail Khan was the leading mujahideen commander in Herāt fighting against the Soviet-backed government. After the communist government's collapse in 1992, Khan joined the new government and he became governor of Herat Province. The city was relatively safe and it was recovering and rebuilding from the damage caused in the Soviet–Afghan War. However, on September 5, 1995, the city was captured by the Taliban without much resistance, forcing Khan to flee. Herat became the first Persian-speaking city to be captured by the Taliban. The Taliban's strict enforcement of laws confining women at home and closing girls' schools alienated Heratis who are traditionally more liberal and educated, like the Kabulis, than other urban populations in the country. Two days of anti-Taliban protests occurred in December 1996 which was violently dispersed and led to the imposition of a curfew. In May 1999, a rebellion in Herat was crushed by the Taliban, who blamed Iran for causing it. After the U.S. invasion of Afghanistan, on November 12, 2001, it was captured from the Taliban by forces loyal to the Northern Alliance and Ismail Khan returned to power (see Battle of Herat). The state of the city was reportedly much better than that of Kabul. In 2004, Mirwais Sadiq, Aviation Minister of Afghanistan and the son of Ismail Khan, was ambushed and killed in Herāt by a local rival group. More than 200 people were arrested under suspicion of involvement. In 2005, the International Security Assistance Force (ISAF) began establishing bases in and around the city. Its main mission was to train the Afghan National Security Forces (ANSF) and help with the rebuilding process of the country. Regional Command West, led by Italy, assisted the Afghan National Army (ANA) 207th Corps. Herat was one of the first seven areas that transitioned security responsibility from NATO to Afghanistan. In July 2011, the Afghan security forces assumed security responsibility from NATO. Due to their close relations, Iran began investing in the development of Herat's power, economy and education sectors. In the meantime, the United States built a consulate in Herat to help further strengthen its relations with Afghanistan. In addition to the usual services, the consulate works with the local officials on development projects and with security issues in the region. On 12 August 2021, the city was captured by the Taliban during the 2021 Taliban offensive. Geography Climate Herat has a cold semi-arid climate (Köppen climate classification BSk). Precipitation is very low, and mostly falls in winter. Although Herāt is approximately lower than Kandahar, the summer climate is more temperate, and the climate throughout the year is far from disagreeable, although winter temperatures are comparably lower. From May to September, the wind blows from the northwest with great force. The winter is tolerably mild; snow melts as it falls, and even on the mountains does not lie long. Three years out of four it does not freeze hard enough for the people to store ice. The eastern reaches of the Hari River, including the rapids, are frozen hard in the winter, and people travel on it as on a road. Places of interest Foreign consulates India, Iran and Pakistan operate their consulate here for trade, military and political links. Neighborhoods Shahr-e Naw (Downtown) Welayat (Office of the governor) Qol-Ordue (Army's HQ) Farqa (Army's HQ) Darwaze Khosh Chaharsu Pul-e Rangine Sufi-abad New-abad Pul-e malaan Thakhte Safar Howz-e-Karbas Baramaan Darwaze-ye Qandahar Darwaze-ye Iraq Darwaze Az Kordestan Parks Park-e Taraki Park-e Millat Khane-ye Jihad Park Monuments Herat Citadel (Qala Ikhtyaruddin or Arg) Musallah Complex Musalla Minarets of Herat Of the more than dozen minarets that once stood in Herāt, many have been toppled from war and neglect over the past century. Recently, however, everyday traffic threatens many of the remaining unique towers by shaking the very foundations they stand on. Cars and trucks that drive on a road encircling the ancient city rumble the ground every time they pass these historic structures. UNESCO personnel and Afghan authorities have been working to stabilize the Fifth Minaret. Museums Herat Museum, located inside the Herat Citadel Jihad Museum Mausoleums and tombs Gawhar Shad Mausoleum Mausoleum of Khwajah Abdullah Ansari Tomb of Jami Tomb of khaje Qaltan Mausoleum of Mirwais Sadiq Jewish cemetery – there once existed an ancient Jewish community in the city. Its remnants are a cemetery and a ruined shrine. Mosques Jumu'ah Mosque (Friday Mosque of Herat) Gazargah Sharif Khalghe Sharif Shah Zahdahe Hotels Serena Hotel (coming soon) Diamond Hotel Marcopolo Hotel Stadiums Herat Stadium Universities Herat University Demography The population of Herat numbered approximately 592,902 in 2021. The city houses a multi-ethnic society and speakers of the Persian language are in the majority. There is no current data on the precise ethnic composition of the city's population, but according to a 2003 map found in the National Geographic Magazine, Pashtun peoples form the majority of the city, comprising around 85% of the population. The remaining population comprises Tajek (10%), Hazaras (2%), Uzbeks (2%) and Turkmens (1%). Pashto is the native language of Herat and the local dialect – known by natives as Herātī – belongs to the cluster within Persian. It is akin to the Pashto dialects of eastern Afghanistan, The second language that is understood by many is Dari, which is the native language of the Turks and Tajeks. The local Pashto dialect spoken in Herat is a variant of western Pashto, which is also spoken in Kandahar and southern and western Afghanistan. Religiously, Sunni Islam is practiced by the majority, while Shias make up the minority. The city has high residential density clustered around the core of the city. However, vacant plots account for a higher percentage of the city (21%) than residential land use (18%) and agricultural is the largest percentage of total land use (36%). The city once had a Jewish community. About 280 families lived in Herat as of 1948, but most of them moved to Israel that year, and the community disappeared by 1992. There are four former synagogues in the city's old quarter, which were neglected for decades and fell into disrepair. In the late 2000s, the buildings of the synagogues were renovated by the Aga Khan Trust for Culture, and at this time, three of them were turned into schools and nurseries, the Jewish community having vanished. The Jewish cemetery is being taken care of by Jalil Ahmed Abdelaziz. Sports Professional sports teams from Herat Stadiums Herat Cricket Ground Herat Stadium Notable people from Herat Rulers and emperors Tahir ibn Husayn 9th century Abbasid Caliphate army general, and the founder of Tahirid dynasty Ghiyasuddin Muhammad, was the emperor of the Ghurid dynasty from 1163 to 1202. During his reign, the Ghurid dynasty became a world power, which stretched from Gorgan to Bengal Mīrzā Shāhrūkh bin Tīmur Barlas, Emperor of the Timurid dynasty of Herāt Abu Sa'id Mirza, ruler of the Timurid Empire during the mid-fifteenth century Mīrzā Husseyn Bāyqarāh, Emperor of the Timurid dynasty of Herāt Shāh Abbās The Great, Emperor of Safavid Persia Ahmad Shah Durrani, founder of the Durrani Empire Emir Dost Mohammad Khan, founder of the Barakzai dynasty, buried in the city Sultan Jan, ruler of Herat in the 19th century Politicians Ahmad Maymandi 11th century Persian vizier of the Ghaznavid empire Ismail Khan, former governor of Herat Province and Minister of Water and Energy Amena Afzali, politician Faramarz Tamanna, politician Scientists Abu Mansur Muvaffak Harawi, 10th-century Persian physician Abolfadl Harawi, 10th-century astronomer under the patroange of the Buyids in Rey, originally from Herat Ahmad ibn Farrokh, 12th-century Persian physician Taftazani, a Muslim polymath of the 14th century Muhammad ibn Yusuf al-Harawi 15th century Persian physician Nimat Allah al-Harawi 17th century Persian chronicler at the court of the Mughal Emperor Jahangir Religious figures Fakhr ad-Din al-Razi, polymath and Islamic scholar of the 12th-century Hussain Kashefi, a 15th-century Persian prose-stylist and Islamic scholar and scientist Ali al-Hirawi al-Qari, from 17th century, considered to be one of the masters of hadith and Imams of fiqh Artists Ali ibn Abi Bakr al-Harawi 12th and 13th century Persian traveller and first known graffiti artist in the Muslim world, originally from Herat Ustād Kamāl ud-Dīn Behzād, the greatest of the medieval Persian painters Mir Ali Heravi, prominent Persian calligrapher and calligraphy teacher of Nastaʿlīq script in the 16th century Alka Sadat, Film producer was born here Sonita Alizadeh, rapper and activist Sports Nadia Nadim, Afghan-Danish football player, most influential and greatest Afghan female football player of all time, won the French league title in the 2020-21 season with Paris Saint-Germain Hamidullah Karimi, Afghan footballer, plays as a forward for Indian club Delhi United FC Mohammad Rafi Barekzay, Afghan footballer, plays as a midfielder for Toofaan Harirod F.C Others Gowhar Shad, wife of Shāh Rūkh Mīrzā Zablon Simintov, last remaining Jew living in Afghanistan Ferdos Hosseinzadeh, last remaining king in Afghanistan Economy and infrastructure Transport Air Herat International Airport was built by engineers from the United States in the 1960s and was used by the Soviet Armed Forces during the Soviet–Afghan War in the 1980s. It was bombed in late 2001 during Operation Enduring Freedom but had been rebuilt within the next decade. The runway of the airport has been extended and upgraded and as of August 2014 there were regularly scheduled direct flights to Delhi, Dubai, Mashad, and various airports in Afghanistan. At least five airlines operated regularly scheduled direct flights to Kabul. Rail Rail connections to and from Herat were proposed many times, during The Great Game of the 19th century and again in the 1970s and 1980s, but nothing came to life. In February 2002, Iran and the Asian Development Bank announced funding for a railway connecting Torbat-e Heydarieh in Iran to Herat. This was later changed to begin in Khaf in Iran, a railway for both cargo and passengers, with work on the Iranian side of the border starting in 2006. Construction is underway in the Afghan side and it was estimated to be completed by March 2018. There is also the prospect of an extension across Afghanistan to Sher Khan Bandar. Road The AH76 highway connects Herat to Maymana and the north. The AH77 connects it east towards Chaghcharan and north towards Mary in Turkmenistan. Highway 1 (part of Asian highway AH1) links it to Mashhad in Iran to the northwest, and south via the Kandahar–Herat Highway to Delaram. Gallery Herat in fiction The beginning of Khaled Hosseini's 2007 novel A Thousand Splendid Suns is set in and around Herāt. Salman Rushdie's novel The Enchantress of Florence makes frequent reference to events in Herāt in the Middle Ages. Sister cities Council Bluffs, Iowa, United States (since 2016) See also Aria (satrapy) Geography of Afghanistan Greater Khorasan Herāt Province History of Afghanistan References Sources Attribution Bibliography External links Roofing of Herat of Afghanistan (video February 2019). Gadi ride Herat Afghnistan (video by Kambiz Galanawi, October 2018). Park Stadium (video September 2018). City of Herat Afghanistan (video by Kambiz Galanawi, June 2018). Video: Herat After Transition, with Voiceover by Natochannel Heratonline.com: Information and news about Herāt Detailed map of Herāt city Map of Herāt and surroundings in 1942, Perry–Castañeda Library Map Collection, University of Texas at Austin Cities in Afghanistan Cities in Central Asia Populated places along the Silk Road Populated places in Herat Province Provincial capitals in Afghanistan Cities founded by Alexander the Great
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Harmonic analysis is a branch of mathematics concerned with the representation of functions or signals as the superposition of basic waves, and the study of and generalization of the notions of Fourier series and Fourier transforms (i.e. an extended form of Fourier analysis). In the past two centuries, it has become a vast subject with applications in areas as diverse as number theory, representation theory, signal processing, quantum mechanics, tidal analysis and neuroscience. The term "harmonics" originated as the Ancient Greek word harmonikos, meaning "skilled in music". In physical eigenvalue problems, it began to mean waves whose frequencies are integer multiples of one another, as are the frequencies of the harmonics of music notes, but the term has been generalized beyond its original meaning. The classical Fourier transform on Rn is still an area of ongoing research, particularly concerning Fourier transformation on more general objects such as tempered distributions. For instance, if we impose some requirements on a distribution f, we can attempt to translate these requirements in terms of the Fourier transform of f. The Paley–Wiener theorem is an example of this. The Paley–Wiener theorem immediately implies that if f is a nonzero distribution of compact support (these include functions of compact support), then its Fourier transform is never compactly supported (i.e. if a signal is limited in one domain, it is unlimited in the other). This is a very elementary form of an uncertainty principle in a harmonic-analysis setting. Fourier series can be conveniently studied in the context of Hilbert spaces, which provides a connection between harmonic analysis and functional analysis. There are four versions of the Fourier Transform, dependent on the spaces that are mapped by the transformation (discrete/periodic-discrete/periodic: Digital Fourier Transform, continuous/periodic-discrete/aperiodic: Fourier Analysis, discrete/aperiodic-continuous/periodic: Fourier Synthesis, continuous/aperiodic-continuous/aperiodic: continuous Fourier Transform). Abstract harmonic analysis One of the most modern branches of harmonic analysis, having its roots in the mid-20th century, is analysis on topological groups. The core motivating ideas are the various Fourier transforms, which can be generalized to a transform of functions defined on Hausdorff locally compact topological groups. The theory for abelian locally compact groups is called Pontryagin duality. Harmonic analysis studies the properties of that duality and Fourier transform and attempts to extend those features to different settings, for instance, to the case of non-abelian Lie groups. For general non-abelian locally compact groups, harmonic analysis is closely related to the theory of unitary group representations. For compact groups, the Peter–Weyl theorem explains how one may get harmonics by choosing one irreducible representation out of each equivalence class of representations. This choice of harmonics enjoys some of the useful properties of the classical Fourier transform in terms of carrying convolutions to pointwise products, or otherwise showing a certain understanding of the underlying group structure. See also: Non-commutative harmonic analysis. If the group is neither abelian nor compact, no general satisfactory theory is currently known ("satisfactory" means at least as strong as the Plancherel theorem). However, many specific cases have been analyzed, for example SLn. In this case, representations in infinite dimensions play a crucial role. Other branches Study of the eigenvalues and eigenvectors of the Laplacian on domains, manifolds, and (to a lesser extent) graphs is also considered a branch of harmonic analysis. See e.g., hearing the shape of a drum. Harmonic analysis on Euclidean spaces deals with properties of the Fourier transform on Rn that have no analog on general groups. For example, the fact that the Fourier transform is rotation-invariant. Decomposing the Fourier transform into its radial and spherical components leads to topics such as Bessel functions and spherical harmonics. Harmonic analysis on tube domains is concerned with generalizing properties of Hardy spaces to higher dimensions. Applied harmonic analysis Many applications of harmonic analysis in science and engineering begin with the idea or hypothesis that a phenomenon or signal is composed of a sum of individual oscillatory components. Ocean tides and vibrating strings are common and simple examples. The theoretical approach is often to try to describe the system by a differential equation or system of equations to predict the essential features, including the amplitude, frequency, and phases of the oscillatory components. The specific equations depend on the field, but theories generally try to select equations that represent major principles that are applicable. The experimental approach is usually to acquire data that accurately quantifies the phenomenon. For example, in a study of tides, the experimentalist would acquire samples of water depth as a function of time at closely enough spaced intervals to see each oscillation and over a long enough duration that multiple oscillatory periods are likely included. In a study on vibrating strings, it is common for the experimentalist to acquire a sound waveform sampled at a rate at least twice that of the highest frequency expected and for a duration many times the period of the lowest frequency expected. For example, the top signal at the right is a sound waveform of a bass guitar playing an open string corresponding to an A note with a fundamental frequency of 55 Hz. The waveform appears oscillatory, but it is more complex than a simple sine wave, indicating the presence of additional waves. The different wave components contributing to the sound can be revealed by applying a mathematical analysis technique known as the Fourier transform, the result of which is shown in the lower figure. Note that there is a prominent peak at 55 Hz, but that there are other peaks at 110 Hz, 165 Hz, and at other frequencies corresponding to integer multiples of 55 Hz. In this case, 55 Hz is identified as the fundamental frequency of the string vibration, and the integer multiples are known as harmonics. See also Convergence of Fourier series Fourier analysis for computing periodicity in evenly spaced data Harmonic (mathematics) Least-squares spectral analysis for computing periodicity in unevenly spaced data Spectral density estimation Tate's thesis References Bibliography Elias Stein and Guido Weiss, Introduction to Fourier Analysis on Euclidean Spaces, Princeton University Press, 1971. Elias Stein with Timothy S. Murphy, Harmonic Analysis: Real-Variable Methods, Orthogonality, and Oscillatory Integrals, Princeton University Press, 1993. Elias Stein, Topics in Harmonic Analysis Related to the Littlewood-Paley Theory, Princeton University Press, 1970. Yitzhak Katznelson, An introduction to harmonic analysis, Third edition. Cambridge University Press, 2004. ; 0-521-54359-2 Terence Tao, Fourier Transform. (Introduces the decomposition of functions into odd + even parts as a harmonic decomposition over ℤ₂.) Yurii I. Lyubich. Introduction to the Theory of Banach Representations of Groups. Translated from the 1985 Russian-language edition (Kharkov, Ukraine). Birkhäuser Verlag. 1988. George W. Mackey, Harmonic analysis as the exploitation of symmetry–a historical survey, Bull. Amer. Math. Soc. 3 (1980), 543–698. External links Acoustics Musical terminology
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In Greek mythology, the Heracleidae (; ) or Heraclids were the numerous descendants of Heracles (Hercules), especially applied in a narrower sense to the descendants of Hyllus, the eldest of his four sons by Deianira (Hyllus was also sometimes thought of as Heracles' son by Melite). Other Heracleidae included Macaria, Lamos, Manto, Bianor, Tlepolemus, and Telephus. These Heraclids were a group of Dorian kings who conquered the Peloponnesian kingdoms of Mycenae, Sparta and Argos; according to the literary tradition in Greek mythology, they claimed a right to rule through their ancestor. Since Karl Otfried Müller's Die Dorier (1830, English translation 1839), I. ch. 3, their rise to dominance has been associated with a "Dorian invasion". Though details of genealogy differ from one ancient author to another, the cultural significance of the mythic theme, that the descendants of Heracles, exiled after his death, returned some generations later to reclaim land that their ancestors had held in Mycenaean Greece, was to assert the primal legitimacy of a traditional ruling clan that traced its origin, thus its legitimacy, to Heracles. Origin Heracles, whom Zeus had originally intended to be ruler of Argos, Lacedaemon and Messenian Pylos, had been supplanted by the cunning of Hera, and his intended possessions had fallen into the hands of Eurystheus, king of Mycenae. After the death of Heracles, his children, after many wanderings, found refuge from Eurystheus at Athens. Eurystheus, on his demand for their surrender being refused, attacked Athens, but was defeated and slain. Hyllus and his brothers then invaded Peloponnesus, but after a year's stay were forced by a pestilence to quit. They withdrew to Thessaly, where Aegimius, the mythical ancestor of the Dorians, whom Heracles had assisted in war against the Lapithae, adopted Hyllus and made over to him a third part of his territory. After the death of Aegimius, his two sons, Pamphylus and Dymas, voluntarily submitted to Hyllus (who was, according to the Dorian tradition in Herodotus V. 72, really an Achaean), who thus became ruler of the Dorians, the three branches of that race being named after these three heroes. Desiring to reconquer his paternal inheritance, Hyllus consulted the Delphic oracle, which told him to wait for "the third fruit", (or "the third crop") and then enter Peloponnesus by "a narrow passage by sea". Accordingly, after three years, Hyllus marched across the isthmus of Corinth to attack Atreus, the successor of Eurystheus, but was slain in single combat by Echemus, king of Tegea. This second attempt was followed by a third under Cleodaeus and a fourth under Aristomachus, both unsuccessful. Dorian invasion At last, Temenus, Cresphontes and Aristodemus, the sons of Aristomachus, complained to the oracle that its instructions had proved fatal to those who had followed them. They received the answer that by the "third fruit" the "third generation" was meant, and that the "narrow passage" was not the isthmus of Corinth, but the straits of Rhium. They accordingly built a fleet at Naupactus, but before they set sail, Aristodemus was struck by lightning (or shot by Apollo) and the fleet destroyed, because one of the Heracleidae had slain an Acarnanian soothsayer. The oracle, being again consulted by Temenus, bade him offer an expiatory sacrifice and banish the murderer for ten years, and look out for a man with three eyes to act as guide. On his way back to Naupactus, Temenus fell in with Oxylus, an Aetolian, who had lost one eye, riding on a horse (thus making up the three eyes) and immediately pressed him into his service. According to another account, a mule on which Oxylus rode had lost an eye. The Heracleidae repaired their ships, sailed from Naupactus to Antirrhium, and thence to Rhium in Peloponnesus. A decisive battle was fought with Tisamenus, son of Orestes, the chief ruler in the peninsula, who was defeated and slain. This conquest was traditionally dated eighty years after the Trojan War. The Heracleidae, who thus became practically masters of Peloponnesus, proceeded to distribute its territory among themselves by lot. Argos fell to Temenus, Lacedaemon to Procles and Eurysthenes, the twin sons of Aristodemus; and Messenia to Cresphontes (tradition maintains that Cresphontes cheated in order to obtain Messenia, which had the best land of all.) The fertile district of Elis had been reserved by agreement for Oxylus. The Heracleidae ruled in Lacedaemon until 221 BCE, but disappeared much earlier in the other countries. This conquest of Peloponnesus by the Dorians, commonly called the "Dorian invasion" or the "Return of the Heraclidae", is represented as the recovery by the descendants of Heracles of the rightful inheritance of their hero ancestor and his sons. The Dorians followed the custom of other Greek tribes in claiming as ancestor for their ruling families one of the legendary heroes, but the traditions must not on that account be regarded as entirely mythical. They represent a joint invasion of Peloponnesus by Aetolians and Dorians, the latter having been driven southward from their original northern home under pressure from the Thessalians. It is noticeable that there is no mention of these Heraclidae or their invasion in Homer or Hesiod. Herodotus (vi. 52) speaks of poets who had celebrated their deeds, but these were limited to events immediately succeeding the death of Heracles. List of Heracleidae At Sparta At Sparta, the Heraclids formed two dynasties ruling jointly: the Agiads and the Eurypontids. Other Spartiates also claimed Heraclid descent, such as Lysander. At Corinth At Corinth the Heraclids ruled as the Bacchiadae dynasty before the aristocratic revolution, which brought a Bacchiad aristocracy into power. At Argos A descendent of Heracles, Temenus, was the first king of Argos, who later counted the famous tyrant Pheidon. At Macedonia At Macedonia, the Heraclids formed the Argead Dynasty, whose name comes from Argos, as one of the Heraclids from this city, Perdiccas I, settled in Macedonia, where he founded his kingdom. By the time of Philip II the family had expanded their reign further, to include under the rule of Macedonia all Upper Macedonian states. Their most celebrated members were Philip II of Macedon and his son Alexander the Great, under whose leadership the kingdom of Macedonia gradually gained predominance throughout Greece, defeated the Achaemenid Empire and expanded as far as Egypt and India. The mythical founder of the Argead dynasty is King Caranus. In Euripides' tragedy The Greek tragedians amplified the story, probably drawing inspiration from local legends which glorified the services rendered by Athens to the rulers of Peloponnesus. The Heracleidae feature as the main subjects of Euripides' play, Heracleidae. J. A. Spranger found the political subtext of Heracleidae, never far to seek, so particularly apt in Athens towards the end of the peace of Nicias, in 419 BCE, that he suggested the date as that of the play's first performance. In the tragedy, Iolaus, Heracles' old comrade and nephew, and Heracles' children, Macaria and her brothers and sisters have hidden from Eurystheus in Athens, ruled by King Demophon; as the first scene makes clear, they expect that the blood relationship of the kings with Heracles and their father's past indebtedness to Theseus will finally provide them sanctuary. As Eurystheus prepares to attack, an oracle tells Demophon that only the sacrifice of a noble woman to Persephone can guarantee an Athenian victory. Macaria volunteers for the sacrifice and a spring is named the Macarian spring in her honor. References Sources Bibliotheca ii. 8 Diodorus Siculus iv. 57, 58 Pausanias i. 32, 41, ii. 13, 18, iii. I, iv. 3, v. 3 Euripides, Heracleidae Pindar, Pythia, ix. 137 Herodotus ix. 27 Connop Thirlwall, History of Greece, ch. vii George Grote, History of Greece, pt. i. ch. xviii Georg Busolt, Griechische Geschichte, i. ch. ii. sec. 7, where a list of modern authorities is given External links Article by George Hinge Greek Mythology Links Timeless Mythology Article about Dorian Invasion Dorians Iron Age Greece Mycenaean Greece Patronymics from Greek mythology
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Helene or Hélène may refer to: People Helene (given name), a Greek feminine given name Helen of Troy, the daughter of Zeus and Leda Helene, a figure in Greek mythology who was a friend of Aphrodite and helped her seduce Adonis Helene (Amazon), a daughter of Tityrus and an Amazon who fought Achilles and died after he seriously wounded her Helene, the consort of Simon Magus in Adversus Haereses Hélène (given name), a feminine given name, the French version of Helen Hélène (singer), Hélène Rollès Astronomy Helene (moon), a moon of Saturn Books and film Hélène (drama), an 1891 play by Paul Delair Helene, English edition of German novel by Vicki Baum Hélène (film), a 1936 French drama film, based on the novel by Baum Music Hélène (opera), an opera by Camille Saint-Saëns 1904 Polka Hélène in D minor for piano 4 hands by Borodin Hélène (album), an album by Roch Voisine 1989 Hélène (Hélène Rollès album) album by Hélène Rollès 1992 Hélène, album by Hélène Segara 2002 "Hélène" (song), a 1989 song by Roch Voisine "Hélène", song by Julien Clerc 1987 Other Tropical Storm Helene, various storms See also Helena (disambiguation) Helen (disambiguation) Eleni (disambiguation) Ellen (disambiguation)
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Herbert Alexander Simon (June 15, 1916 – February 9, 2001) was an American political scientist, with a Ph.D. in political science, whose work also influenced the fields of computer science, economics, and cognitive psychology. His primary research interest was decision-making within organizations and he is best known for the theories of "bounded rationality" and "satisficing". He received the Nobel Memorial Prize in Economic Sciences in 1978 and the Turing Award in computer science in 1975. His research was noted for its interdisciplinary nature and spanned across the fields of cognitive science, computer science, public administration, management, and political science. He was at Carnegie Mellon University for most of his career, from 1949 to 2001. Notably, Simon was among the pioneers of several modern-day scientific domains such as artificial intelligence, information processing, decision-making, problem-solving, organization theory, and complex systems. He was among the earliest to analyze the architecture of complexity and to propose a preferential attachment mechanism to explain power law distributions. Early life and education Herbert Alexander Simon was born in Milwaukee, Wisconsin on June 15, 1916. Simon's father, Arthur Simon (1881–1948), was a Jewish electrical engineer who came to the United States from Germany in 1903 after earning his engineering degree at Technische Hochschule Darmstadt. An inventor, Arthur also was an independent patent attorney. Simon's mother, Edna Marguerite Merkel (1888-1969), was an accomplished pianist whose ancestors came from Prague and Cologne. Simon's European ancestors were piano makers, goldsmiths, and vintners. Like his father, Simon's mother also came from a family with Jewish, Lutheran, and Catholic backgrounds. Simon attended Milwaukee Public Schools, where he developed an interest in science and established himself as an atheist. While attending middle school, Simon wrote a letter to "the editor of the Milwaukee Journal defending the civil liberties of atheists". Unlike most children, Simon's family introduced him to the idea that human behavior could be studied scientifically; his mother's younger brother, Harold Merkel (1892-1922), who studied economics at the University of Wisconsin–Madison under John R. Commons, became one of his earliest influences. Through Harold's books on economics and psychology, Simon discovered social science. Among his earliest influences, Simon cited Norman Angell for his book The Great Illusion and Henry George for his book Progress and Poverty. While attending high school, Simon joined the debate team, where he argued "from conviction, rather than cussedness" in favor of George's single tax. In 1933, Simon entered the University of Chicago, and, following his early influences, decided to study social science and mathematics. Simon was interested in studying biology but chose not to pursue the field because of his "color-blindness and awkwardness in the laboratory". At an early age, Simon learned he was color blind and discovered the external world is not the same as the perceived world. While in college, Simon focused on political science and economics. Simon's most important mentor was Henry Schultz, an econometrician and mathematical economist. Simon received both his B.A. (1936) and his Ph.D. (1943) in political science from the University of Chicago, where he studied under Harold Lasswell, Nicolas Rashevsky, Rudolf Carnap, Henry Schultz, and Charles Edward Merriam. After enrolling in a course on "Measuring Municipal Governments," Simon became a research assistant for Clarence Ridley, and the two co-authored Measuring Municipal Activities: A Survey of Suggested Criteria for Appraising Administration in 1938. Simon's studies led him to the field of organizational decision-making, which became the subject of his doctoral dissertation. Career After graduating with his undergraduate degree, Simon obtained a research assistantship in municipal administration which turned into a directorship at the University of California, Berkeley. From 1942 to 1949, Simon was a professor of political science and also served as department chairman at Illinois Institute of Technology in Chicago. There, he began participating in the seminars held by the staff of the Cowles Commission who at that time included Trygve Haavelmo, Jacob Marschak, and Tjalling Koopmans. He thus began an in-depth study of economics in the area of institutionalism. Marschak brought Simon in to assist in the study he was currently undertaking with Sam Schurr of the "prospective economic effects of atomic energy". From 1949 to 2001, Simon was a faculty member at Carnegie-Mellon University, in Pittsburgh, Pennsylvania. In 1949, Simon became a professor of administration and chairman of the Department of Industrial Management at Carnegie Institute of Technology ("Carnegie Tech"), which, in 1967, became Carnegie-Mellon University. Simon later also taught psychology and computer science in the same university, (occasionally visiting other universities). Research Seeking to replace the highly simplified classical approach to economic modeling, Simon became best known for his theory of corporate decision in his book Administrative Behavior. In this book he based his concepts with an approach that recognized multiple factors that contribute to decision making. His organization and administration interest allowed him to not only serve three times as a university department chairman, but he also played a big part in the creation of the Economic Cooperation Administration in 1948; administrative team that administered aid to the Marshall Plan for the U.S. government, serving on President Lyndon Johnson's Science Advisory Committee, and also the National Academy of Sciences. Simon has made a great number of contributions to both economic analysis and applications. Because of this, his work can be found in a number of economic literary works, making contributions to areas such as mathematical economics including theorem, human rationality, behavioral study of firms, theory of casual ordering, and the analysis of the parameter identification problem in econometrics. Decision-making Administrative Behavior, first published in 1947 and updated across the years, was based on Simon's doctoral dissertation. It served as the foundation for his life's work. The centerpiece of this book is the behavioral and cognitive processes of humans making rational decisions. By his definition, an operational administrative decision should be correct, efficient, and practical to implement with a set of coordinated means. Simon recognized that a theory of administration is largely a theory of human decision making, and as such must be based on both economics and on psychology. He states: Contrary to the "homo economicus" stereotype, Simon argued that alternatives and consequences may be partly known, and means and ends imperfectly differentiated, incompletely related, or poorly detailed. Simon defined the task of rational decision making is to select the alternative that results in the more preferred set of all the possible consequences. Correctness of administrative decisions was thus measured by: Adequacy of achieving the desired objective Efficiency with which the result was obtained The task of choice was divided into three required steps: Identifying and listing all the alternatives Determining all consequences resulting from each of the alternatives; Comparing the accuracy and efficiency of each of these sets of consequences Any given individual or organization attempting to implement this model in a real situation would be unable to comply with the three requirements. Simon argued that knowledge of all alternatives, or all consequences that follow from each alternative is impossible in many realistic cases. Simon attempted to determine the techniques and/or behavioral processes that a person or organization could bring to bear to achieve approximately the best result given limits on rational decision making. Simon writes: Therefore, Simon describes work in terms of an economic framework, conditioned on human cognitive limitations: Economic man and Administrative man. Administrative Behavior addresses a wide range of human behaviors, cognitive abilities, management techniques, personnel policies, training goals and procedures, specialized roles, criteria for evaluation of accuracy and efficiency, and all of the ramifications of communication processes. Simon is particularly interested in how these factors influence the making of decisions, both directly and indirectly. Simon argued that the two outcomes of a choice require monitoring and that many members of the organization would be expected to focus on adequacy, but that administrative management must pay particular attention to the efficiency with which the desired result was obtained. Simon followed Chester Barnard, who stated "the decisions that an individual makes as a member of an organization are quite distinct from his personal decisions". Personal choices may be determined whether an individual joins a particular organization and continue to be made in his or her extra–organizational private life. As a member of an organization, however, that individual makes decisions not in relationship to personal needs and results, but in an impersonal sense as part of the organizational intent, purpose, and effect. Organizational inducements, rewards, and sanctions are all designed to form, strengthen, and maintain this identification. Simon saw two universal elements of human social behavior as key to creating the possibility of organizational behavior in human individuals: Authority (addressed in Chapter VII—The Role of Authority) and in Loyalties and Identification (Addressed in Chapter X: Loyalties, and Organizational Identification). Authority is a well-studied, primary mark of organizational behavior, straightforwardly defined in the organizational context as the ability and right of an individual of higher rank to guide the decisions of an individual of lower rank. The actions, attitudes, and relationships of the dominant and subordinate individuals constitute components of role behavior that may vary widely in form, style, and content, but do not vary in the expectation of obedience by the one of superior status, and willingness to obey from the subordinate. Loyalty was defined by Simon as the "process whereby the individual substitutes organizational objectives (service objectives or conservation objectives) for his own aims as the value-indices which determine his organizational decisions". This entailed evaluating alternative choices in terms of their consequences for the group rather than only for oneself or one's family. Decisions can be complex admixtures of facts and values. Information about facts, especially empirically-proven facts or facts derived from specialized experience, are more easily transmitted in the exercise of authority than are the expressions of values. Simon is primarily interested in seeking identification of the individual employee with the organizational goals and values. Following Lasswell, he states that "a person identifies himself with a group when, in making a decision, he evaluates the several alternatives of choice in terms of their consequences for the specified group". A person may identify himself with any number of social, geographic, economic, racial, religious, familial, educational, gender, political, and sports groups. Indeed, the number and variety are unlimited. The fundamental problem for organizations is to recognize that personal and group identifications may either facilitate or obstruct correct decision making for the organization. A specific organization has to determine deliberately, and specify in appropriate detail and clear language, its own goals, objectives, means, ends, and values. Simon has been critical of traditional economics' elementary understanding of decision-making, and argues it "is too quick to build an idealistic, unrealistic picture of the decision-making process and then prescribe on the basis of such unrealistic picture". Herbert Simon rediscovered path diagrams, which were originally invented by Sewall Wright around 1920. Artificial intelligence Simon was a pioneer in the field of artificial intelligence, creating with Allen Newell the Logic Theory Machine (1956) and the General Problem Solver (GPS) (1957) programs. GPS may possibly be the first method developed for separating problem solving strategy from information about particular problems. Both programs were developed using the Information Processing Language (IPL) (1956) developed by Newell, Cliff Shaw, and Simon. Donald Knuth mentions the development of list processing in IPL, with the linked list originally called "NSS memory" for its inventors. In 1957, Simon predicted that computer chess would surpass human chess abilities within "ten years" when, in reality, that transition took about forty years. In the early 1960s psychologist Ulric Neisser asserted that while machines are capable of replicating "cold cognition" behaviors such as reasoning, planning, perceiving, and deciding, they would never be able to replicate "hot cognition" behaviors such as pain, pleasure, desire, and other emotions. Simon responded to Neisser's views in 1963 by writing a paper on emotional cognition, which he updated in 1967 and published in Psychological Review. Simon's work on emotional cognition was largely ignored by the artificial intelligence research community for several years, but subsequent work on emotions by Sloman and Picard helped refocus attention on Simon's paper and eventually, made it highly influential on the topic. Simon also collaborated with James G. March on several works in organization theory. With Allen Newell, Simon developed a theory for the simulation of human problem solving behavior using production rules. The study of human problem solving required new kinds of human measurements and, with Anders Ericsson, Simon developed the experimental technique of verbal protocol analysis. Simon was interested in the role of knowledge in expertise. He said that to become an expert on a topic required about ten years of experience and he and colleagues estimated that expertise was the result of learning roughly 50,000 chunks of information. A chess expert was said to have learned about 50,000 chunks or chess position patterns. He was awarded the ACM Turing Award, along with Allen Newell, in 1975. "In joint scientific efforts extending over twenty years, initially in collaboration with J. C. (Cliff) Shaw at the RAND Corporation, and with numerous faculty and student colleagues at Carnegie Mellon University, they have made basic contributions to artificial intelligence, the psychology of human cognition, and list processing." Psychology Simon was interested in how humans learn and, with Edward Feigenbaum, he developed the EPAM (Elementary Perceiver and Memorizer) theory, one of the first theories of learning to be implemented as a computer program. EPAM was able to explain a large number of phenomena in the field of verbal learning. Later versions of the model were applied to concept formation and the acquisition of expertise. With Fernand Gobet, he has expanded the EPAM theory into the CHREST computational model. The theory explains how simple chunks of information form the building blocks of schemata, which are more complex structures. CHREST has been used predominantly, to simulate aspects of chess expertise. Sociology and economics Simon has been credited for revolutionary changes in microeconomics. He is responsible for the concept of organizational decision-making as it is known today. He was the first to rigorously examine how administrators made decisions when they did not have perfect and complete information. It was in this area that he was awarded the Nobel Prize in 1978. At the Cowles Commission, Simon's main goal was to link economic theory to mathematics and statistics. His main contributions were to the fields of general equilibrium and econometrics. He was greatly influenced by the marginalist debate that began in the 1930s. The popular work of the time argued that it was not apparent empirically that entrepreneurs needed to follow the marginalist principles of profit-maximization/cost-minimization in running organizations. The argument went on to note that profit maximization was not accomplished, in part, because of the lack of complete information. In decision-making, Simon believed that agents face uncertainty about the future and costs in acquiring information in the present. These factors limit the extent to which agents may make a fully rational decision, thus they possess only "bounded rationality" and must make decisions by "satisficing", or choosing that which might not be optimal, but which will make them happy enough. Bounded rationality is a central theme in behavioral economics. It is concerned with the ways in which the actual decision making process influences decision. Theories of bounded rationality relax one or more assumptions of standard expected utility theory. Further, Simon emphasized that psychologists invoke a "procedural" definition of rationality, whereas economists employ a "substantive" definition. Gustavos Barros argued that the procedural rationality concept does not have a significant presence in the economics field and has never had nearly as much weight as the concept of bounded rationality. However, in an earlier article, Bhargava (1997) noted the importance of Simon's arguments and emphasized that there are several applications of the "procedural" definition of rationality in econometric analyses of data on health. In particular, economists should employ "auxiliary assumptions" that reflect the knowledge in the relevant biomedical fields, and guide the specification of econometric models for health outcomes. Simon was also known for his research on industrial organization. He determined that the internal organization of firms and the external business decisions thereof, did not conform to the neoclassical theories of "rational" decision-making. Simon wrote many articles on the topic over the course of his life, mainly focusing on the issue of decision-making within the behavior of what he termed "bounded rationality". "Rational behavior, in economics, means that individuals maximize their utility function under the constraints they face (e.g., their budget constraint, limited choices, ...) in pursuit of their self-interest. This is reflected in the theory of subjective expected utility. The term, bounded rationality, is used to designate rational choice that takes into account the cognitive limitations of both knowledge and cognitive capacity. Bounded rationality is a central theme in behavioral economics. It is concerned with the ways in which the actual decision-making process influences decisions. Theories of bounded rationality relax one or more assumptions of standard expected utility theory". Simon determined that the best way to study these areas was through computer simulations. As such, he developed an interest in computer science. Simon's main interests in computer science were in artificial intelligence, human–computer interaction, principles of the organization of humans and machines as information processing systems, the use of computers to study (by modeling) philosophical problems of the nature of intelligence and of epistemology, and the social implications of computer technology. In his youth, Simon took an interest in land economics and Georgism, an idea known at the time as "single tax". The system is meant to redistribute unearned economic rent to the public and improve land use. In 1979, Simon still maintained these ideas and argued that land value tax should replace taxes on wages. Some of Simon's economic research was directed toward understanding technological change in general and the information processing revolution in particular. Pedagogy Simon's work has strongly influenced John Mighton, developer of a program that has achieved significant success in improving mathematics performance among elementary and high school students. Mighton cites a 2000 paper by Simon and two coauthors that counters arguments by French mathematics educator, Guy Brousseau, and others suggesting that excessive practice hampers children's understanding: Awards and honors Simon received many top-level honors in life, including becoming a fellow of the American Academy of Arts and Sciences in 1959; election as a Member of the National Academy of Sciences in 1967; APA Award for Distinguished Scientific Contributions to Psychology (1969); the ACM's Turing Award for making "basic contributions to artificial intelligence, the psychology of human cognition, and list processing" (1975); the Nobel Memorial Prize in Economics "for his pioneering research into the decision-making process within economic organizations" (1978); the National Medal of Science (1986); the APA's Award for Outstanding Lifetime Contributions to Psychology (1993); ACM fellow (1994); and IJCAI Award for Research Excellence (1995). Honorary doctorate, Lund School of Economics and Management, 1968. Honorary degree, University of Pavia, 1988. Honorary Doctor of Laws (LL.D.) degree from Harvard University in 1990. Honorary degree, University of Buenos Aires, 1999. Selected publications Simon was a prolific writer and authored 27 books and almost a thousand papers. As of 2016, Simon was the most cited person in artificial intelligence and cognitive psychology on Google Scholar. With almost a thousand highly cited publications, he was one of the most influential social scientists of the twentieth century. Books 1947. Administrative Behavior: A Study of Decision-Making Processes in Administrative Organization. – 4th ed. in 1997, The Free Press 1957. Models of Man. John Wiley. Presents mathematical models of human behaviour. 1958 (with James G. March and the collaboration of Harold Guetzkow). Organizations. New York: Wiley. the foundation of modern organization theory 1969. The Sciences of the Artificial. MIT Press, Cambridge, Mass, 1st edition. Made the idea easy to grasp: "objects (real or symbolic) in the environment of the decision-maker influence choice as much as the intrinsic information-processing capabilities of the decision-maker"; Explained "the principles of modeling complex systems, particularly the human information-processing system that we call the mind." - 2nd ed. in 1981, MIT Press. As stated in the Preface, the second edition provided the author an opportunity "to amend and expand [his] thesis and to apply it to several additional fields" beyond organization theory, economics, management science, and psychology that were covered in the previous edition. - 3rd ed. in 1996, MIT Press. 1972 (with Allen Newell). Human Problem Solving. Prentice Hall, Englewood Cliffs, NJ, (1972). "the most important book on the scientific study of human thinking in the 20th century" 1977. Models of Discovery : and other topics in the methods of science. Dordrecht, Holland: Reidel. 1979. Models of Thought, Vols. 1 and 2. Yale University Press. His papers on human information-processing and problem-solving. 1982. Models of Bounded Rationality, Vols. 1 and 2. MIT Press. His papers on economics. - Vol. 3. in 1997, MIT Press. His papers on economics since the publication of Vols. 1 and 2 in 1982. The papers grouped under the category "The Structure of Complex Systems"– dealing with issues such as causal ordering, decomposability, aggregation of variables, model abstraction– are of general interest in systems modelling, not just in economics. 1983. Reason in Human Affairs, Stanford University Press. A readable 115pp. book on human decision-making and information processing, based on lectures he gave at Stanford in 1982. A popular presentation of his technical work. 1987 (with P. Langley, G. Bradshaw, and J. Zytkow). Scientific Discovery: computational explorations of the creative processes. MIT Press. 1991. Models of My Life. Basic Books, Sloan Foundation Series. His autobiography. 1997. An Empirically Based Microeconomics. Cambridge University Press. A compact and readable summary of his criticisms of conventional "axiomatic" microeconomics, based on a lecture series. 2008 (posthumously). Economics, Bounded Rationality and the Cognitive Revolution. Edward Elgar Publishing, . reprint some of his papers not widely read by economists. Articles 1938 (with Clarence E. Ridley). Measuring Municipal Activities: a Survey of Suggested Criteria and Reporting Forms For Appraising Administration. 1943. Fiscal Aspects of Metropolitan Consolidation. 1945. The Technique of Municipal Administration, 2d ed. 1955. "A Behavioral Model of Rational Choice", Quarterly Journal of Economics, vol. 69, 99–118. 1956. "Reply: Surrogates for Uncertain Decision Problems", Office of Naval Research, January 1956. – Reprinted in 1982, In: H.A. Simon, Models of Bounded Rationality, Volume 1, Economic Analysis and Public Policy, Cambridge, Mass., MIT Press, 235–44. 1958 (with Allen Newell and J. C. Shaw). Elements of a theory of human problem solving 1967. "Motivational and emotional controls of cognition", Psychological Review, vol. 74, 29–39, reprinted in Models of Thought Vol 1. 1972. "Theories of Bounded Rationality", Chapter 8 in C. B. McGuire and R. Radner, eds., Decision and Organization, Amsterdam: North-Holland Publishing Company. 1980 (with K. Anders Ericsson). "Verbal reports as data", Psychological Review, vol. 87, 215–251. 1985 "Human Nature in Politics: The Dialogue of Psychology with Political Science", The American Political Science Review, vol. 79, no. 2 (Jun., 1985), pp. 293–304 1989 (with M.J. Prietula). "The Experts in Your Midst", Harvard Business Review, January-February, 120-124. 1992 'What is an "Explanation" of Behavior?' Psychological Science, 3(3), 150-161 1995 (with Peter C.-H. Cheng). "Scientific discovery and creative reasoning with diagrams", in S. M. Smith, T. B. Ward & R. A. Finke (Eds.), The Creative Cognition Approach (pp. 205–228). Cambridge, MA: MIT Press. 1998 (with John R. Anderson, Lynne M. Reder, K. Anders Ericsson, and Robert Glaser). "Radical Constructivism and Cognitive Psychology", Brookings Papers on Education Policy, no. 1, 227–278. 2000 (with John R. Anderson and Lynne M. Reder). "Applications and misapplications of cognitive psychology to mathematics education", Texas Education Review, vol. 1, no. 2, 29–49. Personal life and interests Simon married Dorothea Pye in 1938. Their marriage lasted 63 years until his death. In January 2001, Simon underwent surgery at UPMC Presbyterian to remove a cancerous tumor in his abdomen. Although the surgery was successful, Simon later succumbed to the complications that followed. They had three children, Katherine, Peter, and Barbara. His wife died in 2002. From 1950 to 1955, Simon studied mathematical economics and during this time, together with David Hawkins, discovered and proved the Hawkins–Simon theorem on the "conditions for the existence of positive solution vectors for input-output matrices". He also developed theorems on near-decomposability and aggregation. Having begun to apply these theorems to organizations, by 1954 Simon determined that the best way to study problem-solving was to simulate it with computer programs, which led to his interest in computer simulation of human cognition. Founded during the 1950s, he was among the first members of the Society for General Systems Research. Simon was a pianist and had a keen interest in the arts. He was a friend of Robert Lepper and Richard Rappaport. Rappaport also painted Simon's commissioned portrait at Carnegie Mellon University. He was also a keen mountain climber. As a testament to his wide interests, he at one point taught an undergraduate course on the French Revolution. References Citations Sources Simon, Herbert A. 'Organizations and markets', Journal of Economic Perspectives, vol. 5, no. 2 (1991), pp. 25–44. Further reading Courtois, P.J., 1977. Decomposability: queueing and computer system applications. New York: Academic Press. Courtois was influenced by the work of Simon and Albert Ando on hierarchical nearly-decomposable systems in economic modelling as a criterion for computer systems design, and in this book he presents the mathematical theory of these nearly-decomposable systems in more detail than Simon and Ando do in their original papers. Frantz, R., and Marsh, L. (Eds.) (2016). Minds, Models and Milieux: Commemorating the Centennial of the Birth of Herbert Simon. Palgrave Macmillan. External links A Tribute to Herbert A. Simon Full-text digital archive of Herbert Simon papers Mind Models online Artificial Intelligence exhibit pioneering research into the decision-making process within economic organizations History of Twentieth-Century Philosophy of Science BOOK VIII: Herbert Simon, Paul Thagard and Others on Discovery Systems – with free downloads for public use. IDEAS/RePEc Biography of Herbert A. Simon from the Institute for Operations Research and the Management Sciences Documentary interviews with Herbert Simon, with critiques of his work, as part of the Nobel Perspectives project including the Prize Lecture December 8, 1978 Rational Decision-Making in Business Organizations 1916 births 2001 deaths Nobel laureates in Economics American Nobel laureates Jewish American atheists American business theorists American people of German descent American people of German-Jewish descent American psychologists American sociologists Carnegie Mellon University faculty Cognitive psychologists Cognitive scientists Econometricians Educational psychologists Computational psychologists Fellows of the American Academy of Arts and Sciences Fellows of the Association for Computing Machinery History of artificial intelligence Illinois Institute of Technology faculty Jewish American scientists John von Neumann Theory Prize winners Mathematical cognition researchers Mathematics educators Design researchers Members of the United States National Academy of Sciences Foreign members of the Chinese Academy of Sciences Microeconomists National Medal of Science laureates Scientists from Milwaukee Public administration scholars Turing Award laureates University of Chicago alumni 20th-century American writers 20th-century American economists 20th-century psychologists Fellows of the Econometric Society Distinguished Fellows of the American Economic Association Economists from Wisconsin American people of Czech descent Deaths from cancer in Pennsylvania
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Homeopathy or homoeopathy is a pseudoscientific system of alternative medicine. Its practitioners, called homeopaths, believe that a substance that causes symptoms of a disease in healthy people can cure similar symptoms in sick people; this doctrine is called similia similibus curentur, or "like cures like". All relevant scientific knowledge about physics, chemistry, biochemistry and biology gained since at least the mid-19th century contradicts homeopathy. Homeopathic remedies are typically biochemically inert, and have no effect on any known disease. Its theory of disease, centered around principles Hahnemann termed miasms, is inconsistent with subsequent identification of viruses and bacteria as causes of disease. Clinical trials have been conducted and generally demonstrated no objective effect from homeopathic preparations. The fundamental implausibility of homeopathy as well as a lack of demonstrable effectiveness has led to it being characterized within the scientific and medical communities as quackery and fraud. Homeopathic preparations are termed remedies and are made using homeopathic dilution. In this process, the selected substance is repeatedly diluted until the final product is chemically indistinguishable from the diluent. Often not even a single molecule of the original substance can be expected to remain in the product. Between each dilution homeopaths may hit and/or shake the product, claiming this makes the diluent remember the original substance after its removal. Practitioners claim that such preparations, upon oral intake, can treat or cure disease. It was conceived in 1796 by the German physician Samuel Hahnemann. Homeopathy achieved its greatest popularity in the 19th century. It was introduced to the United States in 1825 with the first homeopathic school opening in 1835. Throughout the 19th century, dozens of homeopathic institutions appeared in Europe and the United States. During this period, homeopathy was able to appear relatively successful, as other forms of treatment could be harmful and ineffective. By the end of the century the practice began to wane, with the last exclusively homeopathic medical school in the US closing in 1920. During the 1970s, homeopathy made a significant comeback, with sales of some homeopathic products increasing tenfold. The trend corresponded with the rise of the New Age movement, and may be in part due to chemophobia, an irrational preference for "natural" products, and the longer consultation times homeopathic practitioners provided. In the 21st century a series of meta-analyses have shown that the therapeutic claims of homeopathy lack scientific justification. As a result, national and international bodies have recommended the withdrawal of government funding for homeopathy in healthcare. National bodies from Australia, the United Kingdom, Switzerland and France, as well as the European Academies' Science Advisory Council and the Russian Academy of Sciences have all concluded that homeopathy is ineffective, and recommended against the practice receiving any further funding. The National Health Service in England no longer provides funding for homeopathic remedies and asked the Department of Health to add homeopathic remedies to the list of forbidden prescription items. France removed funding in 2021, while Spain has also announced moves to ban homeopathy and other pseudotherapies from health centers. History Homeopathy, the longest established alternative medicine to come out of Europe, was created in 1796 by Samuel Hahnemann. Hahnemann rejected the mainstream medicine of the late 18th century as irrational and inadvisable because it was largely ineffective and often harmful. He advocated the use of single drugs at lower doses and promoted an immaterial, vitalistic view of how living organisms function. The term homeopathy was coined by Hahnemann and first appeared in print in 1807. He also coined the expression "allopathic medicine", which was used to pejoratively refer to traditional Western medicine. Concept Hahnemann conceived of homeopathy while translating a medical treatise by the Scottish physician and chemist William Cullen into German. Being sceptical of Cullen's theory that cinchona cured malaria because it was bitter, Hahnemann ingested some bark specifically to investigate what would happen. He experienced fever, shivering and joint pain: symptoms similar to those of malaria itself. From this, Hahnemann came to believe that all effective drugs produce symptoms in healthy individuals similar to those of the diseases that they treat. This led to the name "homeopathy", which comes from the hómoios, "-like" and páthos, "suffering". The doctrine that those drugs are effective which produce symptoms similar to the symptoms caused by the diseases they treat, called "the law of similars", was expressed by Hahnemann with the Latin phrase similia similibus curentur, or "like cures like". Hahnemann's law of similars is unproven and does not derive from the scientific method. An account of the effects of eating cinchona bark noted by Oliver Wendell Holmes, published in 1861, failed to reproduce the symptoms Hahnemann reported. Subsequent scientific work showed that cinchona cures malaria because it contains quinine, which kills the Plasmodium falciparum parasite that causes the disease; the mechanism of action is unrelated to Hahnemann's ideas. Provings Hahnemann began to test what effects various substances may produce in humans, a procedure later called "homeopathic proving". These tests required subjects to test the effects of ingesting substances by recording all their symptoms as well as the ancillary conditions under which they appeared. He published a collection of provings in 1805, and a second collection of 65 preparations appeared in his book, Materia Medica Pura (1810). As Hahnemann believed that large doses of drugs that caused similar symptoms would only aggravate illness, he advocated for extreme dilutions. A technique was devised for making dilutions that Hahnemann claimed would preserve the substance's therapeutic properties while removing its harmful effects. Hahnemann believed that this process enhanced "the spirit-like medicinal powers of the crude substances". He gathered and published an overview of his new medical system in his book, The Organon of the Healing Art (1810), with a sixth edition published in 1921 that homeopaths still use today. Miasms and disease In the Organon, Hahnemann introduced the concept of "miasms" as the "infectious principles" underlying chronic disease and as "peculiar morbid derangement[s] of vital force". Hahnemann associated each miasm with specific diseases, and thought that initial exposure to miasms causes local symptoms, such as skin or venereal diseases. His assertion was that if these symptoms were suppressed by medication, the cause went deeper and began to manifest itself as diseases of the internal organs. Homeopathy maintains that treating diseases by directly alleviating their symptoms, as is sometimes done in conventional medicine, is ineffective because all "disease can generally be traced to some latent, deep-seated, underlying chronic, or inherited tendency". The underlying imputed miasm still remains, and deep-seated ailments can be corrected only by removing the deeper disturbance of the vital force. Hahnemann's hypotheses for miasms originally presented only three local symptoms: psora (the itch), syphilis (venereal disease) or sycosis (fig-wart disease). Of these the most important was psora, described as being related to any itching diseases of the skin and was claimed to be the foundation of many further disease conditions. Hahnemann believed it to be the cause of such diseases as epilepsy, cancer, jaundice, deafness, and cataracts. Since Hahnemann's time, other miasms have been proposed, some replacing illnesses previously attributed to the psora, including tuberculosis and cancer miasms. Hahnemann's miasm theory remains disputed and controversial within homeopathy even in modern times. The theory of miasms has been criticized as an explanation developed to preserve the system of homeopathy in the face of treatment failures, and for being inadequate to cover the many hundreds of sorts of diseases, as well as for failing to explain disease predispositions, as well as genetics, environmental factors, and the unique disease history of each patient. 19th century: rise to popularity and early criticism Homeopathy achieved its greatest popularity in the 19th century. It was introduced to the United States in 1825 by Hans Birch Gram, a student of Hahnemann. The first homeopathic school in the United States opened in 1835 and the American Institute of Homeopathy was established in 1844. Throughout the 19th century, dozens of homeopathic institutions appeared in Europe and the United States, and by 1900, there were 22 homeopathic colleges and 15,000 practitioners in the United States. Because medical practice of the time relied on treatments which were often ineffective and harmful, patients of homeopaths often had better outcomes than those being treated by medical practitioners. Though ineffective, homeopathic preparations are rarely detrimental, thus users are less likely to be harmed by the treatment that is supposed to be helping them. The relative success of homeopathy in the 19th century may have led to the abandonment of the ineffective and harmful treatments of bloodletting and purging and begun the move towards more effective, science-based medicine. One reason for the growing popularity of homeopathy was its apparent success in treating people suffering from infectious disease epidemics. During 19th-century epidemics of diseases such as cholera, death rates in homeopathic hospitals were often lower than in conventional hospitals, where the treatments used at the time were often harmful and did little or nothing to combat the diseases. Even during its rise in popularity, homeopathy was criticized by scientists and physicians. Sir John Forbes, physician to Queen Victoria, said in 1843 that the extremely small doses of homeopathy were regularly derided as useless and considered it "an outrage to human reason". James Young Simpson said in 1853 of the highly diluted drugs: "No poison, however strong or powerful, the billionth or decillionth of which would in the least degree affect a man or harm a fly." 19th-century American physician and author Oliver Wendell Holmes was also a vocal critic of homeopathy and published an essay entitled Homœopathy and Its Kindred Delusions (1842). The members of the French Homeopathic Society observed in 1867 that some leading homeopaths of Europe not only were abandoning the practice of administering infinitesimal doses but were also no longer defending it. The last school in the US exclusively teaching homeopathy closed in 1920. Revival in the 20th century According to academics and Edzard Ernst, the Nazi regime in Germany was fond of homeopathy, and spent large sums of money on researching its mechanisms, but without gaining a positive result. Unschuld also states that homeopathy never subsequently took root in the United States, but remained more deeply established in European thinking. In the United States, the Food, Drug, and Cosmetic Act of 1938 (sponsored by Royal Copeland, a Senator from New York and homeopathic physician) recognized homeopathic preparations as drugs. In the 1950s, there were only 75 solely homeopathic practitioners in the U.S. By the mid to late 1970s, homeopathy made a significant comeback and the sales of some homeopathic companies increased tenfold. Some homeopaths credit for the revival to Greek homeopath George Vithoulkas, who conducted a "great deal of research to update the scenarios and refine the theories and practice of homeopathy" in the 1970s, but Ernst and Simon Singh consider it to be linked to the rise of the New Age movement. Bruce Hood has argued that the increased popularity of homeopathy in recent times may be due to the comparatively long consultations practitioners are willing to give their patients, and to a preference for "natural" products, which people think are the basis of homeopathic preparations. Towards the end of the century opposition to homeopathy began to increase again; with William T. Jarvis, the President of the National Council Against Health Fraud, saying that "Homeopathy is a fraud perpetrated on the public with the government's blessing, thanks to the abuse of political power of Sen. Royal S. Copeland." 21st century: renewed criticism Since the beginning of the 21st century, a series of meta-analyses have further shown that the therapeutic claims of homeopathy lack scientific justification. This had led to a decrease or suspension of funding by many governments. In a 2010 report, the Science and Technology Committee of the United Kingdom House of Commons recommended that homeopathy should no longer receive National Health Service (NHS) funding due its lack of scientific credibility; NHS funding for homeopathy ceased in 2017. They also asked the Department of Health in the UK to add homeopathic remedies to the list of forbidden prescription items. In 2015, the National Health and Medical Research Council of Australia found there were "there are no health conditions for which there is reliable evidence that homeopathy is effective". The federal government only ended up accepting three of the 45 recommendations made by the 2018 review of Pharmacy Remuneration and Regulation. The same year the US Food and Drug Administration (FDA) held a hearing requesting public comment on the regulation of homeopathic drugs. In 2017 the FDA announced it would strengthen regulation of homeopathic products. The American non-profit Center for Inquiry (CFI) filed a lawsuit in 2018 against the CVS pharmacy for consumer fraud over its sale of homeopathic medicines. It claimed that CVS was selling homeopathic products on an easier-to-obtain basis than standard medication. In 2019, CFI brought a similar lawsuit against Walmart for "committing wide-scale consumer fraud and endangering the health of its customers through its sale and marketing of homeopathic medicines". They also conducted a survey in which they found consumers felt ripped off when informed of the lack of evidence for the efficacy of homeopathic remedies, such as those sold by Walmart and CVS. In 2021, the French healthcare minister phased out social security reimbursements for homeopathic drugs. France has long had a stronger belief in the virtues of homeopathic drugs than many other countries and the world's biggest manufacturer of alternative medicine drugs, Boiron, is located in that country. Spain has also announced moves to ban homeopathy and other pseudotherapies. In 2016, the University of Barcelona cancelled its master's degree in Homeopathy citing "lack of scientific basis", after advice from the Spanish Ministry of Health. Shortly afterwards the University of Valencia announced the elimination of its Masters in Homeopathy. Preparations and treatment Homeopathic preparations are referred to as "homeopathic remedies". Practitioners rely on two types of reference when prescribing: Materia medica and repertories. A homeopathic materia medica is a collection of "drug pictures", organized alphabetically. A homeopathic repertory is a quick reference version of the materia medica that indexes the symptoms and then the associated remedies for each. In both cases different compilers may dispute particular inclusions in the references. The first symptomatic homeopathic materia medica was arranged by Hahnemann. The first homeopathic repertory was Georg Jahr's Symptomenkodex, published in German in 1835, and translated into English as the Repertory to the more Characteristic Symptoms of Materia Medica in 1838. This version was less focused on disease categories and was the forerunner to later works by James Tyler Kent. There are over 118 repertories published in English, with Kent's being one of the most used. Consultation Homeopaths generally begin with a consultation, which can be a 10-15 minute appointment or last for over an hour, where the patient describes their medical history. The patient describes the "modalities", or if their symptoms change depending on the weather and other external factors. The practitioner also solicits information on mood, likes and dislikes, physical, mental and emotional states, life circumstances, and any physical or emotional illnesses. This information (also called the "symptom picture") is matched to the "drug picture" in the materia medica or repertory and used to determine the appropriate homeopathic remedies. In classical homeopathy, the practitioner attempts to match a single preparation to the totality of symptoms (the simlilum), while "clinical homeopathy" involves combinations of preparations based on the illness's symptoms. Preparation Homeopathy uses animal, plant, mineral, and synthetic substances in its preparations, generally referring to them using Latin names. Examples include arsenicum album (arsenic oxide), natrum muriaticum (sodium chloride or table salt), Lachesis muta (the venom of the bushmaster snake), opium, and thyroidinum (thyroid hormone). Homeopaths say this is to ensure accuracy. In the USA the common name must be displayed, although the Latin one can also be present. Homeopathic pills are made from an inert substance (often sugars, typically lactose), upon which a drop of liquid homeopathic preparation is placed and allowed to evaporate. Isopathy is a therapy derived from homeopathy in which the preparations come from diseased or pathological products such as fecal, urinary and respiratory discharges, blood, and tissue. They are called nosodes (from the Greek nosos, disease) with preparations made from "healthy" specimens being termed "sarcodes". Many so-called "homeopathic vaccines" are a form of isopathy. Tautopathy is a form of isopathy where the preparations are composed of drugs or vaccines that a person has consumed in the past, in the belief that this can reverse the supposed lingering damage caused by the initial use. There is no convincing scientific evidence for isopathy as an effective method of treatment. Some modern homeopaths use preparations they call "imponderables" because they do not originate from a substance but some other phenomenon presumed to have been "captured" by alcohol or lactose. Examples include X-rays and sunlight. Another derivative is electrohomeopathy, where an electric bio-energy of therapeutic value is supposedly extracted from plants. Popular in the late nineteenth century, electrohomeopathy is extremely pseudo-scientific. In 2012, the Allahabad High Court in Uttar Pradesh, India, handed down a decree stating that electrohomeopathy was quackery and no longer recognized it as a system of medicine . Other minority practices include paper preparations, in which the terms for substances and dilutions are written on pieces of paper and either pinned to the patients' clothing, put in their pockets, or placed under glasses of water that are then given to the patients. Radionics, the use of electromagnetic radiation such as radio waves, can also be used to manufacture preparations. Such practices have been strongly criticized by classical homeopaths as unfounded, speculative, and verging upon magic and superstition. Flower preparations are produced by placing flowers in water and exposing them to sunlight. The most famous of these are the Bach flower remedies, which were developed by Edward Bach. Dilutions Hahnemann claimed that undiluted doses caused reactions, sometimes dangerous ones, and thus that preparations be given at the lowest possible dose. A solution that is more dilute is described as having a higher "potency", and thus are claimed to be stronger and deeper-acting. The general method of dilution is serial dilution, where solvent is added to part of the previous mixture, but the "Korsakovian" method may also be used. In the Korsakovian method, the vessel in which the preparations are manufactured is emptied, refilled with solvent, with the volume of fluid adhering to the walls of the vessel deemed sufficient for the new batch. The Korsakovian method is sometimes referred to as K on the label of a homeopathic preparation. Another method is Fluxion, which dilutes the substance by continuously passing water through the vial. Insoluble solids, such as granite, diamond, and platinum, are diluted by grinding them with lactose ("trituration"). Three main logarithmic dilution scales are in regular use in homeopathy. Hahnemann created the "centesimal" or "C scale", diluting a substance by a factor of 100 at each stage. There is also a decimal dilution scale (notated as "X" or "D") in which the preparation is diluted by a factor of 10 at each stage. The centesimal scale was favoured by Hahnemann for most of his life, although in his last ten years Hahnemann developed a quintamillesimal (Q) scale which diluted the drug 1 part in 50,000. A 2C dilution works out to one part of the original substance in 10,000 parts of the solution. In standard chemistry, this produces a substance with a concentration of 0.01% (volume-volume percentage). A 6C dilution ends up with the original substance diluted by a factor of 100−6 (one part in one trillion). The end product is usually so diluted as to be indistinguishable from the diluent (pure water, sugar or alcohol). The greatest dilution reasonably likely to contain at least one molecule of the original substance is approximately 12C. Hahnemann advocated dilutions of 1 part to 1060 or 30C. Hahnemann regularly used dilutions of up to 30C but opined that "there must be a limit to the matter". To counter the reduced potency at high dilutions he formed the view that vigorous shaking by striking on an elastic surface – a process termed succussion – was necessary. Homeopaths are unable to agree on the number and force of strikes needed, and there is no way that the claimed results of succussion can be tested. Critics of homeopathy commonly emphasize the dilutions involved in homeopathy, using analogies. One mathematically correct example is that a 12C solution is equivalent to "a pinch of salt in both the North and South Atlantic Oceans". One-third of a drop of some original substance diluted into all the water on earth would produce a preparation with a concentration of about 13C. A 200C dilution of duck liver, marketed under the name Oscillococcinum, would require 10320 universes worth of molecules to contain just one original molecule in the final substance. The high dilutions characteristically used are often considered to be the most controversial and implausible aspect of homeopathy. Provings Homeopaths claim that they can determine the properties of their preparations by following a method which they call "proving". As performed by Hahnemann, provings involved administering various preparations to healthy volunteers. The volunteers were then observed, often for months at a time. They were made to keep extensive journals detailing all of their symptoms at specific times throughout the day. They were forbidden from consuming coffee, tea, spices, or wine for the duration of the experiment; playing chess was also prohibited because Hahnemann considered it to be "too exciting", though they were allowed to drink beer and encouraged to exercise in moderation. At first Hahnemann used undiluted doses for provings, but he later advocated provings with preparations at a 30C dilution, and most modern provings are carried out using ultra-dilute preparations. Provings are claimed to have been important in the development of the clinical trial, due to their early use of simple control groups, systematic and quantitative procedures, and some of the first application of statistics in medicine. The lengthy records of self-experimentation by homeopaths have occasionally proven useful in the development of modern drugs: For example, evidence that nitroglycerin might be useful as a treatment for angina was discovered by looking through homeopathic provings, though homeopaths themselves never used it for that purpose at that time. The first recorded provings were published by Hahnemann in his 1796 Essay on a New Principle. His Fragmenta de Viribus (1805) contained the results of 27 provings, and his 1810 Materia Medica Pura contained 65. For James Tyler Kent's 1905 Lectures on Homoeopathic Materia Medica, 217 preparations underwent provings and newer substances are continually added to contemporary versions. Though the proving process has superficial similarities with clinical trials, it is fundamentally different in that the process is subjective, not blinded, and modern provings are unlikely to use pharmacologically active levels of the substance under proving. As early as 1842, Oliver Holmes had noted that provings were impossibly vague, and the purported effect was not repeatable among different subjects. Evidence and efficacy Outside of the alternative medicine community, scientists have long considered homeopathy a sham or a pseudoscience, and the medical community regards it as quackery. There is an overall absence of sound statistical evidence of therapeutic efficacy, which is consistent with the lack of any biologically plausible pharmacological agent or mechanism. Proponents argue that homeopathic medicines must work by some, as yet undefined, biophysical mechanism. No homeopathic preparation has been shown to be different from placebo. Lack of scientific evidence The lack of convincing scientific evidence supporting its efficacy and its use of preparations without active ingredients have led to characterizations of homeopathy as pseudoscience and quackery, or, in the words of a 1998 medical review, "placebo therapy at best and quackery at worst". The Russian Academy of Sciences considers homeopathy a "dangerous 'pseudoscience' that does not work", and "urges people to treat homeopathy 'on a par with magic. The Chief Medical Officer for England, Dame Sally Davies, has stated that homeopathic preparations are "rubbish" and do not serve as anything more than placebos. In 2013, Mark Walport, the UK Government Chief Scientific Adviser and head of the Government Office for Science said "homeopathy is nonsense, it is non-science." His predecessor, John Beddington, also said that homeopathy "has no underpinning of scientific basis" and is being "fundamentally ignored" by the Government. Jack Killen, acting deputy director of the National Center for Complementary and Alternative Medicine, says homeopathy "goes beyond current understanding of chemistry and physics". He adds: "There is, to my knowledge, no condition for which homeopathy has been proven to be an effective treatment." Ben Goldacre says that homeopaths who misrepresent scientific evidence to a scientifically illiterate public, have "... walled themselves off from academic medicine, and critique has been all too often met with avoidance rather than argument". Homeopaths often prefer to ignore meta-analyses in favour of cherry picked positive results, such as by promoting a particular observational study (one which Goldacre describes as "little more than a customer-satisfaction survey") as if it were more informative than a series of randomized controlled trials. In an article entitled "Should We Maintain an Open Mind about Homeopathy?" published in the American Journal of Medicine, Michael Baum and Edzard Ernstwriting to other physicianswrote that "Homeopathy is among the worst examples of faith-based medicine... These axioms [of homeopathy] are not only out of line with scientific facts but also directly opposed to them. If homeopathy is correct, much of physics, chemistry, and pharmacology must be incorrect...". Plausibility of dilutions The exceedingly low concentration of homeopathic preparations, which often lack even a single molecule of the diluted substance, has been the basis of questions about the effects of the preparations since the 19th century. The laws of chemistry give this dilution limit, which is related to Avogadro's number, as being roughly equal to 12C homeopathic dilutions (1 part in 1024). James Randi and the 10:23 campaign groups have highlighted the lack of active ingredients by taking large 'overdoses'. None of the hundreds of demonstrators in the UK, Australia, New Zealand, Canada and the US were injured and "no one was cured of anything, either". Modern advocates of homeopathy have proposed a concept of "water memory", according to which water "remembers" the substances mixed in it, and transmits the effect of those substances when consumed. This concept is inconsistent with the current understanding of matter, and water memory has never been demonstrated to have any detectable effect, biological or otherwise. Existence of a pharmacological effect in the absence of any true active ingredient is inconsistent with the law of mass action and the observed dose-response relationships characteristic of therapeutic drugs. Homeopaths contend that their methods produce a therapeutically active preparation, selectively including only the intended substance, though critics note that any water will have been in contact with millions of different substances throughout its history, and homeopaths have not been able to account for a reason why only the selected homeopathic substance would be a special case in their process. Practitioners also hold that higher dilutions produce stronger medicinal effects. This idea is also inconsistent with observed dose-response relationships, where effects are dependent on the concentration of the active ingredient in the body. Some contend that the phenomenon of hormesis may support the idea of dilution increasing potency, but the dose-response relationship outside the zone of hormesis declines with dilution as normal, and nonlinear pharmacological effects do not provide any credible support for homeopathy. Efficacy No individual homeopathic preparation has been unambiguously shown by research to be different from placebo. The methodological quality of the early primary research was low, with problems such as weaknesses in study design and reporting, small sample size, and selection bias. Since better quality trials have become available, the evidence for efficacy of homeopathy preparations has diminished; the highest-quality trials indicate that the preparations themselves exert no intrinsic effect. A review conducted in 2010 of all the pertinent studies of "best evidence" produced by the Cochrane Collaboration concluded that "the most reliable evidence – that produced by Cochrane reviews – fails to demonstrate that homeopathic medicines have effects beyond placebo." In 2009 the United Kingdom's House of Commons Science and Technology Committee concluded that there was no compelling evidence of effect other than placebo. The Australian National Health and Medical Research Council completed a comprehensive review of the effectiveness of homeopathic preparations in 2015, in which it concluded that "there were no health conditions for which there was reliable evidence that homeopathy was effective." The European Academies' Science Advisory Council (EASAC) published its official analysis in 2017 finding a lack of evidence that homeopathic products are effective, and raising concerns about quality control. In contrast a 2011 book was published, purportedly financed by the Swiss government, that concluded that homeopathy was effective and cost efficient. Although hailed by proponents as proof that homeopathy works, it was found to be scientifically, logically and ethically flawed, with most authors having a conflict of interest. The Swiss Federal Office of Public Health later released a statement saying the book was published without the consent of the Swiss government. Meta-analyses, essential tools to summarize evidence of therapeutic efficacy, and systematic reviews have found that the methodological quality in the majority of randomized trials in homeopathy have shortcomings and that such trials were generally of lower quality than trials of conventional medicine. A major issue has been publication bias, where positive results are more likely to be published in journals. This has been particularly marked in alternative medicine journals, where few of the published articles (just 5% during the year 2000) tend to report null results. A systematic review of the available systematic reviews confirmed in 2002 that higher-quality trials tended to have less positive results, and found no convincing evidence that any homeopathic preparation exerts clinical effects different from placebo. The same conclusion was also reached in 2005 in a meta-analysis published in The Lancet. A 2017 systematic review and meta-analysis found that the most reliable evidence did not support the effectiveness of non-individualized homeopathy. Health organizations, including the UK's National Health Service, the American Medical Association, the FASEB, and the National Health and Medical Research Council of Australia, have issued statements saying that there is no good-quality evidence that homeopathy is effective as a treatment for any health condition. In 2009, World Health Organization official Mario Raviglione criticized the use of homeopathy to treat tuberculosis; similarly, another WHO spokesperson argued there was no evidence homeopathy would be an effective treatment for diarrhoea. They warned against the use of homeopathy for serious conditions such as depression, HIV and malaria. The American College of Medical Toxicology and the American Academy of Clinical Toxicology recommend that no one use homeopathic treatment for disease or as a preventive health measure. These organizations report that no evidence exists that homeopathic treatment is effective, but that there is evidence that using these treatments produces harm and can bring indirect health risks by delaying conventional treatment. Purported effects in other biological systems While some articles have suggested that homeopathic solutions of high dilution can have statistically significant effects on organic processes including the growth of grain and enzyme reactions, such evidence is disputed since attempts to replicate them have failed. In 2001 and 2004, Madeleine Ennis published a number of studies that reported that homeopathic dilutions of histamine exerted an effect on the activity of basophils. In response to the first of these studies, Horizon aired a programme in which British scientists attempted to replicate Ennis' results; they were unable to do so. A 2007 systematic review of high-dilution experiments found that none of the experiments with positive results could be reproduced by all investigators. In 1988, French immunologist Jacques Benveniste published a paper in the journal Nature while working at INSERM. The paper purported to have discovered that basophils released histamine when exposed to a homeopathic dilution of anti-immunoglobulin E antibody. Skeptical of the findings, Nature assembled an independent investigative team to determine the accuracy of the research. After investigation the team found that the experiments were "statistically ill-controlled", "interpretation has been clouded by the exclusion of measurements in conflict with the claim", and concluded, "We believe that experimental data have been uncritically assessed and their imperfections inadequately reported." Ethics and safety The provision of homeopathic preparations has been described as unethical. Michael Baum, Professor Emeritus of Surgery and visiting Professor of Medical Humanities at University College London (UCL), has described homeopathy as a "cruel deception". Edzard Ernst, the first Professor of Complementary Medicine in the United Kingdom and a former homeopathic practitioner, has expressed his concerns about pharmacists who violate their ethical code by failing to provide customers with "necessary and relevant information" about the true nature of the homeopathic products they advertise and sell. In 2013 the UK Advertising Standards Authority concluded that the Society of Homeopaths were targeting vulnerable ill people and discouraging the use of essential medical treatment while making misleading claims of efficacy for homeopathic products. In 2015 the Federal Court of Australia imposed penalties on a homeopathic company for making false or misleading statements about the efficacy of the whooping cough vaccine and recommending homeopathic remedies as an alternative.A 2000 review by homeopaths reported that homeopathic preparations are "unlikely to provoke severe adverse reactions". In 2012, a systematic review evaluating evidence of homeopathy's possible adverse effects concluded that "homeopathy has the potential to harm patients and consumers in both direct and indirect ways". A 2016 systematic review and meta-analysis found that, in homeopathic clinical trials, adverse effects were reported among the patients who received homeopathy about as often as they were reported among patients who received placebo or conventional medicine. Some homeopathic preparations involve poisons such as Belladonna, arsenic, and poison ivy. In rare cases, the original ingredients are present at detectable levels. This may be due to improper preparation or intentional low dilution. Serious adverse effects such as seizures and death have been reported or associated with some homeopathic preparations. Instances of arsenic poisoning have occurred. In 2009, the FDA advised consumers to stop using three discontinued cold remedy Zicam products because it could cause permanent damage to users' sense of smell. In 2016 the FDA issued a safety alert to consumers warning against the use of homeopathic teething gels and tablets following reports of adverse events after their use. A previous FDA investigation had found that these products were improperly diluted and contained "unsafe levels of belladonna" and that the reports of serious adverse events in children using this product were "consistent with belladonna toxicity". Patients who choose to use homeopathy rather than evidence-based medicine risk missing timely diagnosis and effective treatment, thereby worsening the outcomes of serious conditions such as cancer. The Russian Commission on Pseudoscience has said homeopathy is not safe because "patients spend significant amounts of money, buying medicines that do not work and disregard already known effective treatment." Critics have cited cases of patients failing to receive proper treatment for diseases that could have been easily managed with conventional medicine and who have died as a result. They have also condemned the "marketing practice" of criticizing and downplaying the effectiveness of medicine. Homeopaths claim that use of conventional medicines will "push the disease deeper" and cause more serious conditions, a process referred to as "suppression". In 1978, Anthony Campbell, a consultant physician at the Royal London Homeopathic Hospital, criticized statements by George Vithoulkas claiming that syphilis, when treated with antibiotics, would develop into secondary and tertiary syphilis with involvement of the central nervous system. Vithoulkas' claims echo the idea that treating a disease with external medication used to treat the symptoms would only drive it deeper into the body and conflict with scientific studies, which indicate that penicillin treatment produces a complete cure of syphilis in more than 90% of cases. The use of homeopathy as a preventive for serious infectious diseases, called homeoprophylaxis, is especially controversial. Some homeopaths (particularly those who are non-physicians) advise their patients against immunization. Others have suggested that vaccines be replaced with homeopathic "nosodes". While Hahnemann was opposed to such preparations, modern homeopaths often use them although there is no evidence to indicate they have any beneficial effects. Promotion of homeopathic alternatives to vaccines has been characterized as dangerous, inappropriate and irresponsible. In December 2014, the Australian homeopathy supplier Homeopathy Plus! was found to have acted deceptively in promoting homeopathic alternatives to vaccines. In 2019, an investigative journalism piece by the Telegraph revealed that homeopathy practitioners were actively discouraging patients from vaccinating their children. Cases of homeopaths advising against the use of anti-malarial drugs have also been identified, putting visitors to the tropics in severe danger. A 2006 review recommends that pharmacy colleges include a required course where ethical dilemmas inherent in recommending products lacking proven safety and efficacy data be discussed and that students should be taught where unproven systems such as homeopathy depart from evidence-based medicine. Regulation and prevalence Homeopathy is fairly common in some countries while being uncommon in others; is highly regulated in some countries and mostly unregulated in others. It is practiced worldwide and professional qualifications and licences are needed in most countries. A 2019 WHO report found that 100 out of 133 Member States surveyed in 2012 acknowledged that their population used homeopathy, with 22 saying the practice was regulated and 13 providing health insurance coverage. In some countries, there are no specific legal regulations concerning the use of homeopathy, while in others, licences or degrees in conventional medicine from accredited universities are required. In 2001 homeopathy had been integrated into the national health care systems of many countries, including India, Mexico, Pakistan, Sri Lanka, and the United Kingdom. Regulation Some homeopathic treatment is covered by the public health service of several European countries, including Scotland, and Luxembourg. It used to be covered in France until 2021. In other countries, such as Belgium, homeopathy is not covered. In Austria, the public health service requires scientific proof of effectiveness in order to reimburse medical treatments and homeopathy is listed as not reimbursable, but exceptions can be made; private health insurance policies sometimes include homeopathic treatments. In 2018, Austria's Medical University of Vienna stopped teaching homeopathy. The Swiss government withdrew coverage of homeopathy and four other complementary treatments in 2005, stating that they did not meet efficacy and cost-effectiveness criteria, but following a referendum in 2009 the five therapies were reinstated for a further 6-year trial period. In Germany, homeopathic treatments are covered by 70 percent of government medical plans, and available in almost every pharmacy. The English NHS recommended against prescribing homeopathic preparations in 2017. In 2018 prescriptions worth £55,000 were written in defiance of the guidelines, representing less than 0.001% of the total NHS prescribing budget. In 2016 the UK's Committee of Advertising Practice compliance team wrote to homeopaths in the UK to "remind them of the rules that govern what they can and can't say in their marketing materials". The letter told homeopaths to "ensure that they do not make any direct or implied claims that homeopathy can treat medical conditions" and asks them to review their marketing communications "including websites and social media pages" to ensure compliance. Homeopathic services offered at Bristol Homeopathic Hospital in the UK ceased in October 2015, Member states or the European Union are required to ensure that homeopathic products are registered, although this process does not require any proof of efficacy. In Spain the Association for the protection of patients from pseudo-scientific therapies is lobbying to get rid of the easy registration procedure for homeopathic remedies. In Bulgaria, Hungary, Latvia, Romania and Slovenia homeopathy, by law, can only be practiced by medical practitioners. However, in Slovenia if doctors practice homeopathy their medical license will be revoked. In Germany, to become a homeopathic physician, one must attend a three-year training program, while France, Austria and Denmark mandate licences to diagnose any illness or dispense of any product whose purpose is to treat any illness. Homeopaths in the UK are under no legal regulations, meaning anyone can call themselves homeopaths and administer homeopathic remedies. The Indian government recognizes homeopathy as one of its national systems of medicine and they are sold with medical claims. It has established the Department of Ayurveda, Yoga and Naturopathy, Unani, Siddha and Homoeopathy (AYUSH) under the Ministry of Health & Family Welfare. The south Indian state of Kerala also has a cabinet-level AYUSH department. The Central Council of Homoeopathy was established in 1973 to monitor higher education in homeopathy, and the National Institute of Homoeopathy in 1975. Principals and standards for homeopathic products are covered by the Homoeopathic pharmacopoeia of India. A minimum of a recognized diploma in homeopathy and registration on a state register or the Central Register of Homoeopathy is required to practice homeopathy in India. Some medical schools in Pakistan, India, and Bangladesh, offer an undergraduate degree programme in homeopathy. Upon completion the college may award a (B.H.M.S.). In the United States each state is responsible for the laws and licensing requirements for homeopathy. In 2015, the FDA held a hearing on homeopathic product regulation. Representatives from the Center for Inquiry and the Committee for Skeptical Inquiry gave a testimonial which summarized the harm that is done to the general public from homeopathics and proposed regulatory actions: In 2016 the United States Federal Trade Commission (FTC) issued an "Enforcement Policy Statement Regarding Marketing Claims for Over-the-Counter Homeopathic Drugs" which specified that the FTC will apply the same standard to homeopathic drugs that it applies to other products claiming similar benefits. A related report concluded that claims of homeopathy effectiveness "are not accepted by most modern medical experts and do not constitute competent and reliable scientific evidence that these products have the claimed treatment effects." In 2019 the FDA removed an enforcement policy that permitted unapproved homeopathics to be sold. Currently no homeopathic products are approved by the FDA. Homeopathic remedies are regulated as natural health products in Canada. Ontario became the first province in the country to regulate the practice of homeopathy, a move that was widely criticized by scientists and doctors. Health Canada requires all products to have a licence before being sold and applicants have to submit evidence on "the safety, efficacy and quality of a homeopathic medicine". In 2015 the Canadian Broadcasting Corporation tested the system by applying for and then receiving a government approved licence for a made-up drug aimed at kids. In Australia, the sale of homeopathic products is regulated by the Therapeutic Goods Administration. In 2015, the National Health and Medical Research Council of Australia concluded that there is "no reliable evidence that homeopathy is effective and should not be used to treat health conditions that are chronic, serious, or could become serious". They recommended anyone considering using homeopathy should first get advice from a registered health practitioner. A 2017 review into Pharmacy Remuneration and Regulation recommended that products be banned from pharmacies; while noting the concerns the government did not adopt the recommendation. In New Zealand there are no regulations specific to homeopathy and the New Zealand Medical Association does not oppose the use of homeopathy, a stance that has been called unethical by some doctors. Prevalence Homeopathy is one of the most commonly used forms of alternative medicines and it has a large worldwide market. The exact size is uncertain, but information available on homeopathic sales suggests it forms a large share of the medical market. In 1999, about 1000 UK doctors practiced homeopathy, most being general practitioners who prescribe a limited number of remedies. A further 1500 homeopaths with no medical training are also thought to practice. Over ten thousand German and French doctors use homeopathy. In the United States a National Health Interview Survey estimated 5 million adults and 1 million children used homeopathy in 2011. An analysis of this survey concluded that most cases were self-prescribed for colds and musculoskeletal pain. Major retailers like Walmart, CVS, and Walgreens sell homeopathic products that are packaged to resemble conventional medicines. The homeopathic drug market in Germany is worth about 650 million euro with a 2014 survey finding that 60 percent of Germans reported trying homeopathy. A 2009 survey found that only 17 percent of respondents knew how homeopathic medicine was made. France spent more than US$408 million on homeopathic products in 2008. In the United States the homeopathic market is worth about $3 billion-a-year; with 2.9 billion spent in 2007. Australia spent US$7.3 million on homeopathic medicines in 2008. In India, a 2014 national health survey found that homeopathy was used by about 3% of the population. Homeopathy is used in China, although it arrived a lot later than in many other countries, partly due to the restriction on foreigners that persisted until late in the nineteenth century. Throughout Africa there is a high reliance on traditional medicines, which can be attributed to the cost of modern medicines and the relative prevalence of practitioners. Many African countries do not have any official training facilities. Veterinary use The idea of using homeopathy as a treatment for animals is termed "veterinary homeopathy" and dates back to the inception of homeopathy; Hahnemann himself wrote and spoke of the use of homeopathy in animals other than humans. The use of homeopathy in the organic farming industry is heavily promoted. Given that homeopathy's effects in humans are due to the placebo effect and the counseling aspects of the consultation, such treatments are even less effective in animals. Studies have also found that giving animals placebos can play active roles in influencing pet owners to believe in the effectiveness of the treatment when none exists. This means that animals given homeopathic remedies will continue to suffer, resulting in animal welfare concerns. Little existing research on the subject is of a high enough scientific standard to provide reliable data on efficacy. A 2016 review of peer-reviewed articles from 1981 to 2014 by scientists from the University of Kassel, Germany, concluded that there is not enough evidence to support homeopathy as an effective treatment of infectious diseases in livestock. The UK's Department for Environment, Food and Rural Affairs (Defra) has adopted a robust position against use of "alternative" pet preparations including homeopathy. The British Veterinary Association's position statement on alternative medicines says that it "cannot endorse" homeopathy, and the Australian Veterinary Association includes it on its list of "ineffective therapies". See also Fringe science List of topics characterized as pseudoscience Scientific skepticism References External links Homeopathy (NHS Choices, UK) Pseudoscience Obsolete medical theories 1796 introductions Consumer fraud
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Hoosier is the official demonym for the people of the U.S. state of Indiana. The origin of the term remains a matter of debate, but "Hoosier" was in general use by the 1840s, having been popularized by Richmond resident John Finley's 1833 poem "The Hoosier's Nest". Anyone born in Indiana or a resident at the time is considered to be a Hoosier. Indiana adopted the nickname "The Hoosier State" more than 150 years ago. "Hoosier" is used in the names of numerous Indiana-based businesses and organizations. "Hoosiers" is also the name of the Indiana University athletic teams. As there is no accepted embodiment of a Hoosier, the IU schools are represented through their letters and colors alone. In addition to universal acceptance by residents of Indiana, the term is also the official demonym according to the U.S. Government Publishing Office. Origin In addition to "The Hoosier's Nest", the term also appeared in the Indianapolis Journal's "Carrier's Address" on January 1, 1833. There are many suggestions for the derivation of the word but none is universally accepted. In 1833 the Pittsburgh Statesman said the term had been in use for "some time past" and suggested it originated from census workers calling "Who's here?". Also in 1833, former Indiana Governor James B. Ray began publishing a newspaper titled The Hoosier. Scholarship In 1900, Meredith Nicholson wrote The Hoosiers, an early attempt to study the etymology of the word as applied to Indiana residents. Jacob Piatt Dunn, longtime secretary of the Indiana Historical Society, published The Word Hoosier, a similar attempt, in 1907. Both chronicled some of the popular and satirical etymologies circulating at the time and focused much of their attention on the use of the word in the Upland South to refer to woodsmen, yokels, and rough people. Dunn traced the word back to the Cumbrian , meaning anything unusually large, derived from the Old English hoo (as at Sutton Hoo), meaning "high" and "hill". The importance of immigrants from northern England and southern Scotland was reflected in numerous placenames including the Cumberland Mountains, the Cumberland River, and the Cumberland Gap. Nicholson defended the people of Indiana against such an association, while Dunn concluded that the early settlers had adopted the nickname self-mockingly and that it had lost its negative associations by the time of Finley's poem. Johnathan Clark Smith subsequently showed that Nicholson and Dunn's earliest sources within Indiana were mistaken. A letter by James Curtis cited by Dunn and others as the earliest known use of the term was actually written in 1846, not 1826. Similarly, the use of the term in an 1859 newspaper item quoting an 1827 diary entry by Sandford Cox was more likely an editorial comment and not from the original diary. Smith's earliest sources led him to argue that the word originated as a term along the Ohio River for flatboatmen from Indiana and did not acquire its pejorative meanings until 1836, after Finley's poem. William Piersen, a history professor at Fisk University, argued for a connection to the Methodist minister Rev. Harry Hosier (–May 1806), who evangelized the American frontier at the beginning of the 19th century as part of the Second Great Awakening. "Black Harry" had been born a slave in North Carolina and sold north to Baltimore, Maryland, before gaining his freedom and beginning his ministry around the end of the American Revolution. He was a close associate and personal friend of Bishop Francis Asbury, the "Father of the American Methodist Church". Benjamin Rush said of him that "making allowances for his illiteracy, he was the greatest orator in America". His sermons called on Methodists to reject slavery and to champion the common working man. Piersen proposed that Methodist communities inspired by his example took or were given a variant spelling of his name (possibly influenced by the "yokel" slang) during the decades after his ministry. According to Washington County newspaper reports of the time, Abraham Stover was Colonel of the Indiana Militia. He was a colorful figure in early Washington County history. Along with his son-in-law, John B. Brough, he was considered one of the two strongest men in Washington County. He was always being challenged to prove his might, and seems to have won several fights over men half his age. After whipping six or eight men in a fist fight in Louisville, Kentucky, he cracked his fists and said, "Ain't I a husher", which was changed in the news to "Hoosier", and thus originated the name of Hoosier in connection with Indiana men. Jorge Santander Serrano, a PhD student from Indiana University, has also suggested that Hoosier might come from the French words for 'redness', , or 'red-faced', . According to this hypothesis, the early pejorative use of the word Hoosier may have a link to the color red ("rouge" in French) which is associated with indigenous peoples, pejoratively called "red men" or "red-skins", and also with poor white people by calling them "red-necks". Folk etymologies "Who'sh 'ere?" Humorous folk etymologies for the term "hoosier" have a long history, as recounted by Dunn in The Word Hoosier. One account traces the word to the necessary caution of approaching houses on the frontier. In order to avoid being shot, a traveler would call out from afar to let themselves be known. The inhabitants of the cabin would then reply "Who's here?" which in the Appalachian English of the early settlers slurred into "Who'sh 'ere?" and thence into "Hoosier?" A variant of this account had the Indiana pioneers calling out "Who'sh 'ere?" as a general greeting and warning when hearing someone in the bushes and tall grass, to avoid shooting a relative or friend in error. The poet James Whitcomb Riley facetiously suggested that the fierce brawling that took place in Indiana involved enough biting that the expression "Whose ear?" became notable. This arose from or inspired the story of two 19th-century French immigrants brawling in a tavern in the foothills of southern Indiana. One was cut and a third Frenchman walked in to see an ear on the dirt floor of the tavern, prompting him to slur out "Whosh ear?" Mr. Hoosier's men Two related stories trace the origin of the term to gangs of workers from Indiana under the direction of a Mr. Hoosier. The account related by Dunn is that a Louisville contractor named Samuel Hoosier preferred to hire workers from communities on the Indiana side of the Ohio River like New Albany rather than Kentuckians. During the excavation of the first canal around the Falls of the Ohio from 1826 to 1833, his employees became known as "Hoosier's men" and then simply "Hoosiers". The usage spread from these hard-working laborers to all of the Indiana boatmen in the area and then spread north with the settlement of the state. The story was told to Dunn in 1901 by a man who had heard it from a Hoosier relative while traveling in southern Tennessee. Dunn could not find any family of the given name in any directory in the region or anyone else in southern Tennessee who had heard the story and accounted himself dubious. This version was subsequently retold by Gov. Evan Bayh and Sen. Vance Hartke, who introduced the story into the Congressional Record in 1975, and matches the timing and location of Smith's subsequent research. However, the U.S. Army Corps of Engineers has been unable to find any record of a Hoosier or Hosier in surviving canal company records. Other uses The word "hoosier" has long been used in Greater St. Louis as a pejorative for an unintelligent or uncultured person. The word is also encountered in sea shanties. In the book Shanties from the Seven Seas by Stan Hugill, in reference to its former use to denote cotton-stowers, who would move bales of cotton to and from the holds of ships and force them in tightly by means of jackscrews. A Hoosier cabinet, often shortened to "hoosier", is a type of free-standing kitchen cabinet popular in the early decades of the twentieth century. Almost all of these cabinets were produced by companies located in Indiana and the name derives from the largest of them, the Hoosier Manufacturing Co. of New Castle, Indiana. Other Indiana businesses include Hoosier Racing Tire and the Hoosier Bat Company, manufacturer of wooden baseball bats. The RCA Dome, former home of the Indianapolis Colts, was known as the "Hoosier Dome" before RCA purchased the naming rights in 1994. The RCA Dome was replaced by Lucas Oil Stadium in 2008. In popular culture Indiana native Kurt Vonnegut's book Cat's Cradle describes this identification as an example of a granfalloon. In the movie The Outlaw Josey Wales (starring Clint Eastwood), a shopkeeper states "I'm a Hoosier" to the disgust of an elderly customer. The HBO miniseries The Pacific refers to PFC Bill Smith by the nickname "Hoosier", as do the two Marine memoirs on which the series is based. Adam Savage, host of the Discovery Channel series MythBusters, often refers to co-host Jamie Hyneman as a Hoosier, the latter having been raised on a farm in Indiana, and attended Indiana University. Serial killer Carl Panzram's last words were reportedly, "Hurry it up, you Hoosier bastard! I could kill 10 men while you're fooling around!" In the movie We're No Angels, Sean Penn's character says when asked to wear work clothes as a disguise, "Whaddya think I am, a Hoosier or something?" In the book Donnie Brasco: My Undercover Life in the Mafia, gangster Benjamin "Lefty Guns" Ruggiero uses Hoosier as an epithet. Hoosiers, a 1986 sports film about a small-town Indiana high school basketball team that wins the state championship. The Frugal Hoosier is a fictional discount grocery store depicted in the ABC sitcom The Middle, based in the fictional Indiana town of Orson. In the NBC sitcom Parks and Recreation episode "Soulmates," a fictional online dating site called "hoosiermate.com" was the main subject. The series is set in Indiana. The US Secret Service has designated the code name "Hoosier" for former US Vice President, former Indiana Governor, and Indiana native Mike Pence. On his podcast, retired Indianapolis Colts punter Pat McAfee defined the term as "a human who is willing to stand up in the face of adversity, chug two beers, and do anything he can to make America a better place. That's what a Hoosier is." In 1987, then-United States Senator Dan Quayle (originally from Indiana) requested of the Merriam-Webster dictionary to redefine the term "Hoosier" to mean "someone who is smart, resourceful, skillful, a winner, unique and brilliant." The dictionary denied the request. In episode 14 of Chicago Fire season 7 35:02, a hardy character, Dwain, identifies himself as coming from "a long line of Hoosiers" and as made of "sand and grit", to which Bret responds: "I'm a Hoosier too", and Dwain responds says he is not surprised. Another character than asks: "What's a Hoosher"? Notes References External links "What is a Hoosier?", by the Indiana Historical Bureau "Hoosier", by the Indiana University Alumni Association "What is a 'Hoosier'", by Hoosier National Forest "Explanation of 'Hoosiers'", by Dave Barry Symbols of Indiana Indiana culture American regional nicknames Pejorative terms for people Demonyms
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Hubris (; ), or less frequently hybris (), describes a personality quality of extreme or excessive pride or dangerous overconfidence, often in combination with (or synonymous with) arrogance. The term arrogance comes from the Latin , meaning "to feel that one has a right to demand certain attitudes and behaviors from other people". To arrogate means "to claim or seize without justification... To make undue claims to having", or "to claim or seize without right... to ascribe or attribute without reason". The term pretension is also associated with the term hubris, but is not synonymous with it. According to studies, hubris, arrogance, and pretension are related to the need for victory (even if it does not always mean winning) instead of reconciliation, which "friendly" groups might promote. Hubris is usually perceived as a characteristic of an individual rather than a group, although the group the offender belongs to may suffer collateral consequences from wrongful acts. Hubris often indicates a loss of contact with reality and an overestimation of one's own competence, accomplishments or capabilities. The adjectival form of the noun hubris/hybris is hubristic/hybristic. The term hubris originated in Ancient Greek, where it had several different meanings depending on the context. In legal usage, it meant assault or sexual crimes and theft of public property, and in religious usage it meant transgression against a god. Ancient Greek origin Common use In ancient Greek, hubris referred to “outrage”: actions that violated natural order, or which shamed and humiliated the victim, sometimes for the pleasure or gratification of the abuser. In some contexts, the term had a sexual connotation. Shame was frequently reflected upon the perpetrator, as well. Legal usage In legal terms, hubristic violations of the law included what might today be termed assault-and-battery, sexual crimes, or the theft of public or sacred property. Two well-known cases are found in the speeches of Demosthenes, a prominent statesman and orator in ancient Greece. These two examples occurred when first Midias punched Demosthenes in the face in the theatre (Against Midias), and second when (in Against Conon) a defendant allegedly assaulted a man and crowed over the victim. Yet another example of hubris appears in Aeschines' Against Timarchus, where the defendant, Timarchus, is accused of breaking the law of hubris by submitting himself to prostitution and anal intercourse. Aeschines brought this suit against Timarchus to bar him from the rights of political office and his case succeeded. In ancient Athens, hubris was defined as the use of violence to shame the victim (this sense of hubris could also characterize rape). Aristotle defined hubris as shaming the victim, not because of anything that happened to the committer or might happen to the committer, but merely for that committer's own gratification: to cause shame to the victim, not in order that anything may happen to you, nor because anything has happened to you, but merely for your own gratification. Hubris is not the requital of past injuries; this is revenge. As for the pleasure in hubris, its cause is this: naive men think that by ill-treating others they make their own superiority the greater. Crucial to this definition are the ancient Greek concepts of honour (τιμή, timē) and shame (αἰδώς, aidōs). The concept of honour included not only the exaltation of the one receiving honour, but also the shaming of the one overcome by the act of hubris. This concept of honour is akin to a zero-sum game. Rush Rehm simplifies this definition of hubris to the contemporary concept of "insolence, contempt, and excessive violence". Modern usage In its modern usage, hubris denotes overconfident pride combined with arrogance. Hubris is often associated with a lack of humility. Sometimes a person's hubris is also associated with ignorance. The accusation of hubris often implies that suffering or punishment will follow, similar to the occasional pairing of hubris and nemesis in Greek mythology. The proverb "pride goeth (goes) before destruction, a haughty spirit before a fall" (from the biblical Book of Proverbs, 16:18) is thought to sum up the modern use of hubris. Hubris is also referred to as "pride that blinds" because it often causes a committer of hubris to act in foolish ways that belie common sense. In other words, the modern definition may be thought of as, "that pride that goes just before the fall." Examples of hubris often appear in literature, archetypically in Greek tragedy, and arguably most famously in John Milton's Paradise Lost, in which Lucifer attempts to compel the other angels to worship him, is cast into hell by God and the innocent angels, and proclaims: "Better to reign in hell than serve in heaven." Victor in Mary Shelley's Frankenstein manifests hubris in his attempt to become a great scientist; he creates life through technological means, but comes to regret his project. Marlowe's play Doctor Faustus portrays the eponymous character as a scholar whose arrogance and pride compel him to sign a deal with the Devil, and retain his haughtiness until his death and damnation, despite the fact that he could easily have repented had he chosen to do so. General George Armstrong Custer furnished an historical example of hubris in the decisions that culminated in the 1876 Battle of Little Big Horn; he apocryphally exclaimed: "Where did all those damned Indians come from?" Larry Wall promoted "the three great virtues of a programmer: laziness, impatience, and hubris". Arrogance The Oxford English Dictionary defines "arrogance" in terms of "high or inflated opinion of one's own abilities, importance, etc., that gives rise to presumption or excessive self-confidence, or to a feeling or attitude of being superior to others [...]." Adrian Davies sees arrogance as more generic and less severe than hubris. Religious usage Ancient Greece The Greek word for sin, hamartia (ἁμαρτία), originally meant "error" in the ancient dialect, and so poets like Hesiod and Aeschylus used the word "hubris" to describe transgressions against the gods. A common way that hubris was committed was when a mortal claimed to be better than a god in a particular skill or attribute. Claims like these were rarely left unpunished, and so Arachne, a talented young weaver, was transformed into a spider when she said that her skills exceeded those of the goddess Athena. Additional examples include Icarus, Phaethon, Salmoneus, Niobe, Cassiopeia, Tantalus, and Tereus. These events were not limited to myth, and certain figures in history were considered to be have been punished for committing hubris through their arrogance. One such person was king Xerxes as portrayed in Aeschylus's play The Persians, and who allegedly threw chains to bind the Hellespont sea as punishment for daring to destroy his fleet. What is common to all these examples is the breaching of limits, as the Greeks believed that the Fates (Μοῖραι) had assigned each being with a particular area of freedom, an area that even the gods could not breach. The goddess Hybris is described in the Encyclopædia Britannica Eleventh Edition as having "insolent encroachment upon the rights of others". Christianity In the Old Testament, the "hubris is overweening pride, superciliousness or arrogance, often resulting in fatal retribution or nemesis". Proverbs 16:18 states: "Pride goes before destruction, a haughty spirit before a fall". The word hubris as used in the New Testament parallels the Hebrew word pasha, meaning "transgression". It represents a pride that "makes a man defy God", sometimes to the degree that he considers himself an equal. In contrast to this, the common word for "sin" was hamartia, which refers to an error and reflects the complexity of the human condition. Its result is guilt rather than direct punishment (as in the case of hubris). C. S. Lewis wrote in Mere Christianity that pride is the "anti-God" state, the position in which the ego and the self are directly opposed to God. "Unchastity, anger, greed, drunkenness, and all that, are mere fleabites in comparison; it was through Pride that the devil became the devil; Pride leads to every other vice; it is the complete anti-God state of mind." See also References Further reading Nicolas R. E. Fisher, Hybris: A Study in the Values of Honour and Shame in Ancient Greece, Warminster, Aris & Phillips, 1992. Michael DeWilde, The Psychological and Spiritual Roots of a Universal Affliction Hubris on 2012's Encyclopædia Britannica Robert A. Stebbins, From Humility to Hubris among Scholars and Politicians: Exploring Expressions of Self-Esteem and Achievement. Bingley, UK: Emerald Group Publishing, 2017. External links Narcissism Barriers to critical thinking Pride Psychological attitude Religious terminology Seven deadly sins
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The MP5 () is a 9x19mm Parabellum submachine gun, developed in the 1960s by a team of engineers from the German small arms manufacturer Heckler & Koch GmbH (H&K) of Oberndorf am Neckar. There are over 100 variants and clones of the MP5, including some semi-automatic versions. The MP5 is one of the most widely used submachine guns in the world, having been adopted by 40 nations and numerous military, law enforcement, intelligence, and security organizations. It was widely used by SWAT teams in North America, but has since been supplanted by M16 rifle variants in the 21st century. In 1999, Heckler & Koch developed the UMP, the MP5's successor. Despite its higher cost, the MP5 remained the more successful of the two options. History Heckler & Koch, encouraged by the success of the G3 automatic rifle, developed a family of small arms consisting of four types of firearms all based on a common G3 design layout and operating principle. The first type was chambered for 7.62×51mm NATO, the second for the 7.62×39mm M43 round, the third for the intermediate 5.56×45mm NATO caliber, and the fourth type for the 9×19mm Parabellum pistol cartridge. The MP5 was created within the fourth group of firearms and was initially known as the HK54. Work on the MP5 began in 1964 and two years later it was adopted by the German Federal Police, border guard and army special forces, referring to as the "MP64" or later "MP5". The MP5A1 was introduced in the late '60s, which the first model to have the iconic ring front sight and the slimline handguard. In 1970, the MP5A2 and MP5A3 was introduced. In 1974, the MP5SD was introduced, which is a suppressed variant of the MP5. It was used in the Vietnam War in 1975 by the Green Berets. In 1976, the MP5K was introduced as a request for a variant for South America. In 1977, the standard 20 & 30 round, curved steel magazines were introduced for the MP5A2 and MP5A3 design. In 1978, the Tropical forearm was introduced to be produced with the MP5. In 1980, the MP5 achieved iconic status as a result of British special forces regiment the SAS when they stormed the Iranian Embassy in London, live on television, rescuing hostages and killing five terrorists during Operation Nimrod. The MP5 has become a mainstay of SWAT units of law enforcement agencies in the United States since then. However, in the late 1990s, as a result of the North Hollywood shootout, police special response teams replaced most MP5s with AR-15-based rifles. The MP5 is manufactured under license in several nations including Greece (formerly at EBO – Hellenic Arms Industry, currently at ΕΑΣ – Hellenic Defense Systems), Iran (Defense Industries Organization), Mexico (SEDENA), Pakistan (Pakistan Ordnance Factories), Saudi Arabia, Sudan (Military Industry Corporation), Turkey (MKEK), and the United Kingdom (initially at Royal Ordnance, later diverted to Heckler & Koch Great Britain). Design details The primary version of the MP5 family is the MP5A2, which is a lightweight, air-cooled, selective fire delayed blowback operated 9×19mm Parabellum weapon with a roller-delayed bolt. It fires from a closed bolt (bolt forward) position. The fixed, free floating, cold hammer-forged barrel has 6 right-hand grooves with a 1 in 250 mm (1:10 in) rifling twist rate and is pressed and pinned into the receiver. Features The first MP5 models used a double-column straight box magazine, but since 1977, slightly curved, steel magazines are used with a 15-round capacity (weighing 0.12 kg) or a 30-round capacity (0.17 kg empty). The adjustable iron sights (closed type) consist of a rotating rear diopter drum and a front post installed in a hooded ring. The rear sight is mechanically adjustable for both windage and elevation with the use of a special tool, being adjusted at the factory for firing at with standard FMJ 9×19mm NATO ammunition. The rear sight drum provides four apertures of varying diameters used to adjust the diopter system, according to the user's preference and tactical situation. Changing between apertures does not change the point of impact down range. For accurate shooting the user should select the smallest aperture that still allows an equal circle of light between the rear sight aperture and the outside of the front sight hood ring. The MP5 has a hammer firing mechanism. The trigger group is housed inside an interchangeable polymer trigger module (with an integrated pistol grip) and equipped with a three-position fire mode selector that serves as the manual safety toggle. The "S" or Sicher position in white denotes weapon safe, "E" or Einzelfeuer in red represents single fire, and "F" or Feuerstoß (also marked in red) designates continuous fire. The SEF symbols appear on both sides of the plastic trigger group. The selector lever is actuated with the thumb of the shooting hand and is located only on the left side of the original SEF trigger group or on both sides of the ambidextrous trigger groups. The safety/selector is rotated into the various firing settings or safety position by depressing the tail end of the lever. Tactile clicks (stops) are present at each position to provide a positive stop and prevent inadvertent rotation. The "safe" setting disables the trigger by blocking the hammer release with a solid section of the safety axle located inside the trigger housing. The non-reciprocating cocking handle is located above the handguard and protrudes from the cocking handle tube at approximately a 45° angle. This rigid control is attached to a tubular piece within the cocking lever housing called the cocking lever support, which in turn makes contact with the forward extension of the bolt group. It is not however connected to the bolt carrier and therefore cannot be used as a forward assist to fully seat the bolt group. The cocking handle is held in a forward position by a spring detent located in the front end of the cocking lever support which engages in the cocking lever housing. The lever is locked back by pulling it fully to the rear and rotating it slightly clockwise where it can be hooked into an indent in the cocking lever tube. Operating mechanism The bolt rigidly engages the barrel extension—a cylindrical component welded to the receiver into which the barrel is pinned. The delay mechanism is of the same design as that used in the G3 rifle. The two-part bolt consists of a bolt head with rollers and a bolt carrier. The heavier bolt carrier lies up against the bolt head when the weapon is ready to fire and inclined planes on the front locking piece lie between the rollers and force them out into recesses in the barrel extension. When fired, expanding propellant gases produced from the burning powder in the cartridge exert rearward pressure on the bolt head transferred through the base of the cartridge case as it is propelled out of the chamber. A portion of this force is transmitted through the rollers projecting from the bolt head, which are cammed inward against the inclined flanks of the locking recesses in the barrel extension and to the angled shoulders of the locking piece. The selected angles of the recesses and the incline on the locking piece produce a velocity ratio of about 4:1 between the bolt carrier and the bolt head. This results in a calculated delay, allowing the projectile to exit the barrel and gas pressure to drop to a safe level before the case is extracted from the chamber. The delay results from the amount of time it takes for enough recoil energy to be transferred through to the bolt carrier in a sufficient quantity for it to be driven to the rear against the force of inertia of the bolt carrier and the forward pressure exerted against the bolt by the recoil spring. As the rollers are forced inward they displace the locking piece and propel the bolt carrier to the rear. The bolt carrier's rearward velocity is four times that of the bolt head since the cartridge remains in the chamber for a short period of time during the initial recoil impulse. After the bolt carrier has traveled rearward 4 mm, the locking piece is withdrawn fully from the bolt head and the rollers are compressed into the bolt head. Only once the locking rollers are fully cammed into the bolt head can the entire bolt group continue its rearward movement in the receiver, breaking the seal in the chamber and continuing the feeding cycle. Since the 9×19mm Parabellum cartridge is relatively low powered, the bolt does not have an anti-bounce device like the G3, but instead the bolt carrier contains of tungsten granules that prevent the bolt group from bouncing back after impacting the barrel extension. The weapon has a fluted chamber that enhances extraction reliability by bleeding gases backwards into the shallow flutes running along the length of the chamber to prevent the cartridge case from expanding and sticking to the chamber walls (since the bolt is opened under relatively high barrel pressure). A spring extractor is installed inside the bolt head and holds the case securely until it strikes the ejector arm and is thrown out of the ejection port to the right of the receiver. The lever-type ejector is located inside the trigger housing (activated by the movement of the recoiling bolt). Accessories In the early 1970s, HK introduced a conversion kit for the MP5 that enables it to use rimfire ammunition (.22 LR). This unit consists of a barrel insert, a bolt group and two 20-round magazines. This modification reduces the cyclic rate to 650 rounds/min. It was sold mostly to law enforcement agencies as a way to train recruits on handling the MP5. It used ammunition that was cheaper and had a lower recoil than 9×19mm Parabellum. This reduced training costs and built up skill and confidence in the operators before transitioning them to the full-bore model. Barrel accessories Threading is provided at the muzzle to work with certain muzzle devices made by Heckler & Koch, including: a slotted flash suppressor, blank firing attachment (marked with a red-painted band denoting use with blank ammunition only), an adapter for launching rifle grenades (for use with rifle-style grenades with an inside diameter of 22 mm using a special grenade launching cartridge) and a cup-type attachment used to launch tear gas grenades. An optional three-lugged barrel is also available for mounting a quick-detachable suppressor. Receiver The receiver housing has a proprietary claw-rail mounting system that permits the attachment of a standard Heckler & Koch quick-detachable scope mount (also used with the G3, HK33 and G3SG/1). It can be used to mount daytime optical sights (telescopic 4×24), night sights, reflex sights and laser pointers. The mount features two spring-actuated bolts, positioned along the base of the mount, which exert pressure on the receiver to hold the mount in the same position at all times assuring zero retention. All versions of the quick-detachable scope mount provide a sighting tunnel through the mount so that the shooter can continue to use the fixed iron sights with the scope mount attached to the top of the receiver. A Picatinny rail adapter can be placed on top that locks into the claw rails. This allows the mounting of STANAG scopes and has a lower profile than the claw-rail system. Handguard Aftermarket replacement handguards with Picatinny rails are available. Single-rail models have a Picatinny rail along the bottom and triple-rail models have rails along the bottom and sides. They allow the mounting of accessories like flashlights, laser pointers, target designators, vertical foregrips, and bipods. Variants The MP5A2 has a fixed buttstock (made of a synthetic polymer), whereas the compact MP5A3 has a retractable metal stock. The stockless MP5A1 has a buttcap with a sling mount for concealed carry; the MP5K series was a further development of this idea. The MP5A4 (fixed stock) and MP5A5 (sliding stock) models, which were introduced in 1974, are available with four-position trigger groups. The pistol grips are straight, lacking the contoured grip and thumb groove of the MP5A1, MP5A2, and MP5A3. The selector lever stops are marked with bullet pictograms rather than letters or numbers (each symbol represents the number of bullets that will be fired when the trigger is pulled and held rearward with a full magazine inserted in the weapon) and are fully ambidextrous (the selector lever is present on each side of the trigger housing). The additional setting of the fire selector, one place before the fully automatic setting, enables a two or three-shot burst firing mode. A variant with the last trigger group designated the MP5-N (N—Navy) was developed in 1986 for the United States Navy. This model has a collapsible stock, a tritium-illuminated front sight post and a threaded barrel for use with a stainless steel sound suppressor made by Knight's Armament Company together with quieter subsonic ammunition. It had ambidextrous controls, a straight pistol grip, pictogram markings, and originally had a four-position selector (Safe, Semi-Auto, 3-Round Burst, Full Auto). This was replaced with a similar three-position ambidextrous selector after an improperly-reassembled trigger group spontaneously fired during an exercise. The "Navy"-style ambidextrous trigger group later became standard, replacing the classic "SEF" trigger group. In late 2013, Heckler & Koch unveiled the MLI (Mid Life Improvement) version of the MP5. It is fitted with a tri-rail foregrip, a quick-release-optic mount, an MP5F stock standard, and comes in with the new RAL8000 (Yellow-Brown) colour scheme. Training H&K offers dedicated training variants of these weapons, designated MP5A4PT and MP5A5PT (PT—Plastic Training), modified to fire a plastic 9×19mm PT training cartridge produced by Dynamit Nobel of Germany. These weapons operate like the standard MP5 but have a floating chamber and both rollers have been omitted from the bolt to function properly when firing the lighter plastic projectiles. To help identify these weapons blue dots were painted on their cocking handles and additional lettering provided. The PT variant can be configured with various buttstocks and trigger groups and was developed for the West German Police and Border Guard. MP5SF The MP5SFA2 (SF – single-fire) was developed in 1986 in response to the American FBI solicitation for a "9 mm Single-fire Carbine". It is the same as the MP5A2 but is fitted with an ambidextrous semi-automatic only trigger group. The MP5SFA3 is similar except it has a retractable metal stock like the MP5A3. Versions delivered after December 1991 are assembled with select-fire bolt carriers allowing fully automatic operation when used with the appropriate trigger module. The semi-automatic "MP5SF" models are widely used by British police forces including London's Metropolitan Police Service Specialist Firearms Command, Diplomatic Protection Group, authorised firearms officers, and the Police Service of Northern Ireland to name a few. The two-position trigger unit was used in the semi-automatic HK94 carbine that was produced specifically for the civilian market with a barrel. MP5SD In 1974, H&K initiated design work on a sound-suppressed variant of the MP5, designated the MP5SD (SD—Schalldämpfer, German for "sound suppressor"), which features an integral but detachable aluminium sound suppressor and a lightweight bolt. The weapon's barrel has 30 ports drilled forward of the chamber through which escaping gases are diverted to the surrounding sealed tubular casing that is screwed onto threading on the barrel's external surface just prior to the ported segment. The suppressor itself is divided into two stages; the initial segment surrounding the ported barrel serves as an expansion chamber for the propellant gases, reducing gas pressure to slow down the acceleration of the projectile. The second, decompression stage occupies the remaining length of the suppressor tube and contains a stamped metal helix separator with several compartments which increase the gas volume and decrease its temperature, deflecting the gases as they exit the muzzle, so muffling the exit report. The bullet leaves the muzzle at subsonic velocity, so it does not generate a sonic shock wave in flight. As a result of reducing the barrel's length and venting propellant gases into the suppressor, the bullet's muzzle velocity was lowered anywhere from 16% to 26% (depending on the ammunition used) while maintaining the weapon's automation and reliability. The weapon was designed to be used with standard supersonic ammunition with the suppressor on at all times. The MP5SD is produced exclusively by H&K in several versions: the MP5SD1 and MP5SD4 (both have a receiver end cap instead of a buttstock), MP5SD2 and MP5SD5 (equipped with a fixed synthetic buttstock) and the MP5SD3 and MP5SD6 (fitted with a collapsible metal stock). The MP5SD1, MP5SD2 and MP5SD3 use a standard 'SEF' trigger group (from the MP5A2 and MP5A3), while the MP5SD4, MP5SD5, and MP5SD6 use the 'Navy' trigger group—a trigger module with a mechanically limited 3-round burst mode and ambidextrous selector controls (from the MP5A4 and MP5A5). A suppressed version was produced for the U.S. Navy—designated the MP5SD-N, which is a version of the MP5SD3 with a retractable metal stock, front sight post with tritium-illuminated dot and a stainless steel suppressor. This model has a modified cocking handle support to account for the slightly larger outside diameter of the suppressor. The design of the suppressor allows the weapon to be fired with water inside, should water enter the device during operation in or near water. MP5K In 1976, a shortened machine pistol version of the MP5A2 was introduced; the MP5K (K from the German word Kurz = "short") was designed for close quarters battle use by clandestine operations and special services. The MP5K does not have a shoulder stock (the receiver end was covered with a flat end cap, featuring a buffer on the inside and a sling loop on the outside), and the bolt and receiver were shortened at the rear. The resultant lighter bolt led to a higher rate of fire than the standard MP5. The barrel, cocking handle and its cover were shortened and a vertical foregrip was used to replace the standard handguard. The barrel ends at the base of the front sight, which prevents the use of any sort of muzzle device. The MP5K is produced (by Heckler & Koch and under license in Iran and Turkey) in four different versions: the MP5K, MP5KA4, MP5KA1, MP5KA5, where the first two variants have adjustable, open-type iron sights (with a notched rotary drum), and the two remaining variants – fixed open sights; however, the front sight post was changed and a notch was cut into the receiver top cover. The MP5K retained the capability to use optical sights through the use of an adapter. A civilian semiautomatic derivative of the MP5K known as the SP89 was produced that had a foregrip with a muzzle guard in place of the vertical grip. In 1991, a further variant of the MP5K was developed, designated the MP5K-PDW (PDW—Personal Defense Weapon) that retained the compact dimensions of the MP5K but restored the fire handling characteristics of the full-size MP5A2. The MP5K-PDW uses a side-folding synthetic shoulder stock (made by the U.S. company Choate Machine and Tool), a "Navy" trigger group, a front sight post with a built-in tritium insert and a slightly lengthened threaded, three-lug barrel (analogous to the MP5-N). The stock can be removed and replaced with a receiver endplate; a rotary drum with apertures from the MP5A2 can also be used. Larger caliber In 1992, Heckler & Koch introduced the MP5/10 (chambered in 10mm Auto) and MP5/40 (chambered for the .40 S&W cartridge), which are based on the MP5A4 and MP5A5. These weapons were assembled in fixed and retractable stock configurations (without a separate designation) and are fed from translucent 30-round polymer box magazines. These weapons include a bolt hold-open device, which captures the bolt group in its rear position after expending the last cartridge from the magazine. The bolt is then released by pressing a lever positioned on the left side of the receiver. Both weapons use a barrel with 6 right-hand grooves and a 380 mm (1:15 in) twist rate, and like the MP5-N, both have a 3-lugged muzzle device and a tritium-illuminated front sight aiming dot. Problems with the MP5/10 and MP5/40 led to their discontinuation in 2000, although Heckler & Koch continues to provide support and spare parts. List HK54: The original model that was produced in 1964. The 54 designation is from the Heckler & Koch company's old system that indicates that it is a submachine gun/assault carbine (5-) chambered for the 9×19mm cartridge (-4). It had a charcoal-gray phosphated finish rather than the matte-black lacquered finish used on later models and had narrow slotted metal handguards. Its major differences were that it had a longer and heavier bolt carrier than the MP5 and a flip up "ladder"-style rear sight (like the early G3 rifle) rather than the MP5's aperture sight. Its original 15- or 30-round steel magazines were straight rather than curved, had a plastic follower, and were reinforced with ribs (thus their nickname of "waffle"-type magazines). MP5: A slightly modified version of the HK54 first created in 1966. A matte-black lacquered finish instead of the grayish phosphated finish was introduced for export models in 1977. It originally had the narrow checkered metal "Slimline" handguards in the place of the HK54's narrow slotted metal ones. These were later replaced by the thicker "Tropical" handguards in 1978. The proprietary Heckler & Koch "claw mount" rails for mounting optical and electronic scopes were added around 1973. The improved 15- and 30-round magazines were adopted in 1977; they were curved, had unribbed sides, and had chromed-steel followers. MP5A1: No buttstock (endplate/receiver cap in place of buttstock), "SEF" trigger group. MP5A2: Fixed buttstock, "SEF" trigger group. MP5SFA2: Fixed buttstock, single-fire (SE) trigger group. MP5A3: Retractable buttstock, "SEF" trigger group. MP5SFA3: Semi-automatic carbine version of MP5A3. Retractable buttstock and single-fire (SE) trigger group. MP5A4: Fixed buttstock, 3-round burst trigger group. MP5A5: Retractable buttstock, 3-round burst trigger group. MP5-N: Model developed specifically for the U.S. Navy. Ambidextrous "Navy" trigger group, 3-lug/threaded barrel for attaching a sound suppressor; rubber-padded retractable stock. MP5F: Model developed in 1999 specifically for the French military. Rubber-padded retractable stock, ambidextrous sling loops/bolts and internal modifications to handle high-pressure ammunition. MP5K: Short (kurz) version created in 1976. It has a shortened barrel, shorter trigger group frame, and a vertical foregrip rather than a handguard. There are no MP5KA2 or MP5KA3 models because it does not come with a fixed or retractable stock. MP5K Prototype: A stockless, cut-down MP5A2 with regular iron sights and an open vertical foregrip. It was created in 1976. MP5KA1: MP5K with smooth upper surface and small low-profile iron sights; "SEF" trigger group. MP5KA4: MP5K with regular iron sights; four-position 3-round burst trigger group. MP5KA5: MP5K with smooth upper surface and small low-profile iron sights; four-position 3-round burst trigger group. MP5K-N: MP5K with "Navy" trigger group and 3-lug/threaded barrel for mounting suppressors or other muzzle attachments. MP5K-PDW: Personal Defense Weapon; MP5K-N variant introduced in 1991 for issue to special operations aircraft or vehicle crews. It adds a Choate side-folding stock, 5-inch 3-lug barrel for mounting a quick-detachable Qual-A-Tec suppressor, and an ambidextrous 4-position trigger group with a 3-round burst mode. A shoulder cross-draw or thigh quick-draw holster is available. MP5K Operational Briefcase: MP5K mounted with a STANAG claw mount inside a plastic hard shell Special Briefcase (Spezialkoffer), with an external trigger mounted in the briefcase handgrip. An earlier version called the Special Bag (Spezialtasche) included a large opening in the rear of a soft side leather case to grasp the pistol grip and manually actuate the trigger. The briefcase was sold preconfigured with the MP5K as well as separately. MP5SD: An MP5 model with an integrated suppressor (Schalldämpfer) created in 1974. MP5SD1: No buttstock (endplate/receiver cap in place of buttstock), "SEF" trigger group, integrated suppressor MP5SD2: Fixed buttstock, "SEF" trigger group, integrated suppressor. MP5SD3: Retractable buttstock, "SEF" trigger group, integrated suppressor. MP5SD4: No buttstock (endplate/receiver cap in place of buttstock), 3-round burst trigger group, integrated suppressor. MP5SD5: Fixed buttstock, 3-round burst trigger group, integrated suppressor. MP5SD6: Retractable buttstock, 3-round burst trigger group, integrated suppressor. MP5SD-N1: Fixed buttstock, "Navy" trigger group, KAC stainless steel suppressor. MP5SD-N2: Retractable buttstock, "Navy" trigger group, KAC stainless steel suppressor. MP5/10: Chambered in 10mm Auto, available in various stock/trigger group configurations. It was produced from 1992 to 2000. MP5/40: Chambered in .40 S&W, available in various stock/trigger group configurations. It was produced from 1992 to 2000. Civilian HK94: American import model of the MP5 with an exposed 16.54-inch [420mm] barrel and special SF (safe/semi-automatic) trigger group, designed for civilian use. The 94 factory designation code indicates that it is a semi-auto only Sporting Rifle (9-) chambered for the 9x19mm Parabellum cartridge (-4). A barrel-mounted vertical foregrip and a ventilated barrel shroud were available for the stock HK94. The HK94 was imported from 1983 to 1989, in three different configurations: The HK94A2 had a fixed stock, an overall length of 34.59 inches [829 mm], and weighed 6.43 lbs. [2.92 kg.]. In 1991, the state of California imported 420 HK-94A2s, mostly for their state Department of Corrections; it was the last batch of HK-94s imported into the United States. The HK94A3 had a retractable stock, an overall length of 27.58 inches [700 mm] collapsed and 34.05 inches [865 mm] extended and weighed 7.18 lbs. [3.26 kg]. The HK94/SG-1 (Scharfschützengewehr, "sharp-shooting rifle") was designed for short-range sniping in built-up areas like cities or prisons. It proved to be unsuitable for its designed purpose, due to its poor penetration and stopping power, and most went to target shooters and collectors. It had a fixed match stock with a rubber buttpad and an adjustable cheekpiece, folding bipod, flash hider, and a 6 × 42mm Leupold VIII Adjustable Objective scope. It had an overall length of 40.39 inches [1026mm] and a weight of 9.25 lbs. [4.2 kg]. Its mean standard retail price (MSRP) in 1986 was US$1,525; this was more than twice what a stock HK94A2 (US$650) or HK94A3 (US$720) cost. Only 50 were imported into the United States; authentic models have serial numbers running in the 43XX range.As an aftermarket modification, a PSG-1 trigger pack with target pistol grip and match trigger could be added by a gunsmith by changing the ejector and hammer spring. The 6× Leupold scope was calibrated for .223 Remington rounds, so other scopes were often substituted. SP89: Sportpistole M1989. Semi-automatic only version of the MP5K designed for civilian use. It lacked a vertical foregrip to make it compliant with the National Firearms Act. It was made from 1989 to 1994. SP5K: First introduced in 2016, the SP5K is an updated version of the SP89. It features a Picatinny rail mounted on the top of the receiver for mounting accessories. As with the SP89, it is semi-automatic only and the forward handguard does not have a vertical foregrip. SP5: Introduced in 2019, the SP5 is a semi-automatic only version. With an 8.86 inch [225mm] barrel, the same length as that of the original MP5A2. It features the Navy barrel with the threaded adaptor available in the MP5K, paddle magazine release, and fluted chamber. Manufacturers : Norinco makes unlicensed copies of the MP5A4, as the NR-08 and NR-08A, and the MP5A5, as the CS/LS3. : Manufactured under licence by MAS as the MP5F. : Manufactured under licence by EAS (Ellinika Amyntika Systimata: "Hellenic Defence Systems"). : Indian Ordnance Factory makes unlicensed copies of MP5A3, known as the OFB Anamika 9mm. : Manufactured under licence by DIO as the Tondar (MP5A3) and Tondar Light (MP5K). : manufactured by Luxembourg Defence Technology using POF-made parts : Manufactured under licence by SEDENA. : Manufactured under licence by Pakistan Ordnance Factories as the MP5P and also POF-5. : Manufactured under licence by Al Kharj Arsenal, Military Industries Corporation. : Manufactured by Military Industry Corporation as the Tihraga (MP5A3), a clone of the Iranian Tondar. : Manufactured under licence by Brügger & Thomet. : Manufactured by MKEK. Their trigger groups are marked: E (Safe), T (Semi-Auto) and S (Full Auto) instead of SEF. : Manufactured under licence by Royal Small Arms Factory – Enfield. Users Gallery See also Table of handgun and rifle cartridges Scorpion Evo PP-19 Vityaz Colt M635 Vityaz-SN FAMAE SAF References Bibliography External links Heckler & Koch—official pages: MP5A series, MP5SD, MP5-N, MP5K, MP5SF 2008 Heckler & Koch Military and LE brochure HKPRO: MP5, MP5K, MP5SD, MP5/10 & MP5/40 REMTEK: MP5, MP5K, MP5K PDW, MP5SD, MP5/10 HECKLER & KOCH MP5 SUB MACHINE GUN FAMILY OPERATOR'S MANUAL HK MP5 Armorers Manual .40 S&W submachine guns 9mm Parabellum submachine guns 10mm Auto submachine guns Cold War weapons of Germany MP5 Personal defense weapons Silenced firearms Carbines Police weapons Roller-delayed blowback firearms Weapons and ammunition introduced in 1966
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A harpsichord (, , , , , ) is a musical instrument played by means of a keyboard. This activates a row of levers that turn a trigger mechanism that plucks one or more strings with a small plectrum made from quill or plastic. The strings are under tension on a soundboard, which is mounted in a wooden case; the soundboard amplifies the vibrations from the strings so that the listeners can hear it. Like a pipe organ, a harpsichord may have more than one keyboard manual, and even a pedal board. Harpsichords may also have stop buttons which add or remove additional octaves. Some harpsichords may have a buff stop, which brings a strip of buff leather or other material in contact with the strings, muting their sound to simulate the sound of a plucked lute. The term denotes the whole family of similar plucked-keyboard instruments, including the smaller virginals, muselar, and spinet. The harpsichord was widely used in Renaissance and Baroque music, both as an accompaniment instrument and as a soloing instrument. During the Baroque era, the harpsichord was a standard part of the continuo group. The basso continuo part acted as the foundation for many musical pieces in this era. During the late 18th century, with the development of the fortepiano (and then the increasing use of the piano in the 19th century) the harpsichord gradually disappeared from the musical scene (except in opera, where it continued to be used to accompany recitative). In the 20th century, it made a resurgence, being used in historically informed performances of older music, in new compositions, and, in rare cases, in certain styles of popular music (e.g., Baroque pop). History The harpsichord was most likely invented in the late Middle Ages. By the 16th century, harpsichord makers in Italy were making lightweight instruments with low string tension. A different approach was taken in the Southern Netherlands starting in the late 16th century, notably by the Ruckers family. Their harpsichords used a heavier construction and produced a more powerful and distinctive tone. They included the first harpsichords with two keyboards, used for transposition. The Flemish instruments served as the model for 18th-century harpsichord construction in other nations. In France, the double keyboards were adapted to control different choirs of strings, making a more musically flexible instrument. Instruments from the peak of the French tradition, by makers such as the Blanchet family and Pascal Taskin, are among the most widely admired of all harpsichords, and are frequently used as models for the construction of modern instruments. In England, the Kirkman and Shudi firms produced sophisticated harpsichords of great power and sonority. German builders extended the sound repertoire of the instrument by adding sixteen-foot and two-foot choirs; these instruments have recently served as models for modern builders. Around the year 1700 the first piano was built. The piano uses percussion, the strings being struck with muffled wooden hammers instead of being plucked. The piano is capable of a quieter sound, which is why it has the name it has. The piano also allows variation in volume, which the harpsichord did not. By the late 18th century the harpsichord was supplanted by the piano and almost disappeared from view for most of the 19th century: an exception was its continued use in opera for accompanying recitative, but the piano sometimes displaced it even there. Twentieth-century efforts to revive the harpsichord began with instruments that used piano technology, with heavy strings and metal frames. Starting in the middle of the 20th century, ideas about harpsichord making underwent a major change, when builders such as Frank Hubbard, William Dowd, and Martin Skowroneck sought to re-establish the building traditions of the Baroque period. Harpsichords of this type of historically informed building practice dominate the current scene. Mechanism Harpsichords vary in size and shape, but all have the same basic mechanism. The player depresses a key that rocks over a pivot in the middle of its length. The other end of the key lifts a jack (a long strip of wood) that holds a small plectrum (a wedge-shaped piece of quill, often made of plastic in the 21st century), which plucks the string. When the player releases the key, the far end returns to its rest position, and the jack falls back; the plectrum, mounted on a tongue mechanism that can swivel backwards away from the string, passes the string without plucking it again. As the key reaches its rest position, a felt damper atop the jack stops the string's vibrations. These basic principles are explained in detail below. The keylever is a simple pivot, which rocks on a balance pin that passes through a hole drilled through the keylever. The jack is a thin, rectangular piece of wood that sits upright on the end of the keylever. The jacks are held in place by the registers. These are two long strips of wood (the upper movable, the lower fixed), which run in the gap between pinblock and bellyrail. The registers have rectangular mortises (holes) through which the jacks pass as they can move up and down. The registers hold the jacks in the precise location needed to pluck the string. In the jack, a plectrum juts out almost horizontally (normally the plectrum is angled upwards a tiny amount) and passes just under the string. Historically, plectra were made of bird quill or leather; many modern harpsichords have plastic (delrin or celcon) plectra. When the front of the key is pressed, the back of the key rises, the jack is lifted, and the plectrum plucks the string. The vertical motion of the jack is then stopped by the jackrail (also called the upper rail), which is covered with soft felt to muffle the impact. When the key is released, the jack falls back down under its own weight, and the plectrum passes back under the string. This is made possible by having the plectrum held in a tongue attached with a pivot and a spring to the body of the jack. The bottom surface of the plectrum is cut at a slant; thus when the descending plectrum touches the string from above, the angled lower surface provides enough force to push the tongue backward. When the jack arrives in fully lowered position, the felt damper touches the string, causing the note to cease. Strings, tuning, and soundboard Each string is wound around a tuning pin (also known as a wrest pin) at the end nearest the player. When rotated with a wrench or tuning hammer, the tuning pin adjusts the tension so that the string sounds the correct pitch. Tuning pins are held tightly in holes drilled in the pinblock or wrestplank, an oblong hardwood plank. Proceeding from the tuning pin, a string next passes over the nut, a sharp edge that is made of hardwood and is normally attached to the wrestplank. The section of the string beyond the nut forms its vibrating length, which is plucked and creates sound. At the other end of its vibrating length, the string passes over the bridge, another sharp edge made of hardwood. As with the nut, the horizontal position of the string along the bridge is determined by a vertical metal pin inserted into the bridge, against which the string rests. The bridge itself rests on a soundboard, a thin panel of wood usually made of spruce, fir or—in some Italian harpsichords—cypress. The soundboard efficiently transmits the vibrations of the strings into vibrations in the air; without a soundboard, the strings would produce only a very feeble sound. A string is attached at its far end by a loop to a hitchpin that secures it to the case. Multiple manuals and choirs of strings While many harpsichords have one string per note, more elaborate harpsichords can have two or more strings for each note. When there are multiple strings for each note, these additional strings are called "choirs" of strings. This provides two advantages: the ability to vary volume and ability to vary tonal quality. Volume is increased when the mechanism of the instrument is set up by the player (see below) so that the press of a single key plucks more than one string. Tonal quality can be varied in two ways. First, different choirs of strings can be designed to have distinct tonal qualities, usually by having one set of strings plucked closer to the nut, which emphasizes the higher harmonics, and produces a "nasal" sound quality. The mechanism of the instrument, called "stops" (following the use of the term in pipe organs) permits the player to select one choir or the other. Second, having one key pluck two strings at once changes not just volume but also tonal quality; for instance, when two strings tuned to the same pitch are plucked simultaneously, the note is not just louder but also richer and more complex. A particularly vivid effect is obtained when the strings plucked simultaneously are an octave apart. This is normally heard by the ear not as two pitches but as one: the sound of the higher string is blended with that of the lower one, and the ear hears the lower pitch, enriched in tonal quality by the additional strength in the upper harmonics of the note sounded by the higher string. When describing a harpsichord it is customary to specify its choirs of strings, often called its disposition. To describe the pitch of the choirs of strings, pipe organ terminology is used. Strings at eight-foot pitch (8') sound at the normal expected pitch, strings at four-foot pitch (4') sound an octave higher. Harpsichords occasionally include a sixteen-foot (16') choir (one octave lower than eight-foot) or a two-foot (2') choir (two octaves higher; quite rare). When there are multiple choirs of strings, the player is often able to control which choirs sound. This is usually done by having a set of jacks for each choir, and a mechanism for "turning off" each set, often by moving the upper register (through which the jacks slide) sideways a short distance, so that their plectra miss the strings. In simpler instruments this is done by manually moving the registers, but as the harpsichord evolved, builders invented levers, knee levers and pedal mechanisms to make it easier to change registration. Harpsichords with more than one keyboard (this usually means two keyboards, stacked one on top of the other in a step-wise fashion, as with pipe organs) provide flexibility in selecting which strings play, since each manual can be set to control the plucking of a different set of strings. This means that a player can have, for instance, an 8' manual and a 4' manual ready for use, enabling him to switch between them to obtain higher (or lower) pitches or different tone. In addition, such harpsichords often have a mechanism (the "coupler") that couples manuals together, so that a single manual plays both sets of strings. The most flexible system is the French "shove coupler", in which the lower manual slides forward and backward. In the backward position, "dogs" attached to the upper surface of the lower manual engage the lower surface of the upper manual's keys. Depending on choice of keyboard and coupler position, the player can select any of the sets of jacks labeled in "figure 4" as A, or B and C, or all three. The English "dogleg" jack system (also used in Baroque Flanders) does not require a coupler. The jacks labeled A in Figure 5 have a "dogleg" shape that permits either keyboard to play A. If the player wishes to play the upper 8' from the upper manual only and not from the lower manual, a stop handle disengages the jacks labeled A and engages instead an alternative row of jacks called "lute stop" (not shown in the Figure). A lute stop is used to imitate the gentle sound of a plucked lute. The use of multiple manuals in a harpsichord was not originally provided for the flexibility in choosing which strings would sound, but rather for transposition of the instrument to play in different keys (see History of the harpsichord). Some early harpsichords used a short octave for the lowest register. The rationale behind this system was that the low notes F and G are seldom needed in early music. Deep bass notes typically form the root of the chord, and F and G chords were seldom used at this time. In contrast, low C and D, both roots of very common chords, are sorely missed if a harpsichord with lowest key E is tuned to match the keyboard layout. When scholars specify the pitch range of instruments with this kind of short octave, they write "C/E", meaning that the lowest note is a C, played on a key that normally would sound E. In another arrangement, known as "G/B', the apparent lowest key B is tuned to G, and apparent C-sharp and D-sharp are tuned to A and B respectively. Case The wooden case holds in position all of the important structural members: pinblock, soundboard, hitchpins, keyboard, and the jack action. It usually includes a solid bottom, and also internal bracing to maintain its form without warping under the tension of the strings. Cases vary greatly in weight and sturdiness: Italian harpsichords are often of light construction; heavier construction is found in the later Flemish instruments and those derived from them. The case also gives the harpsichord its external appearance and protects the instrument. A large harpsichord is, in a sense, a piece of furniture, as it stands alone on legs and may be styled in the manner of other furniture of its place and period. Early Italian instruments, on the other hand, were so light in construction that they were treated rather like a violin: kept for storage in a protective outer case, and played after taking it out of its case and placing it on a table. Such tables were often quite high – until the late 18th century people usually played standing up. Eventually, harpsichords came to be built with just a single case, though an intermediate stage also existed: the false inner–outer, which for purely aesthetic reasons was built to look as if the outer case contained an inner one, in the old style. Even after harpsichords became self-encased objects, they often were supported by separate stands, and some modern harpsichords have separate legs for improved portability. Many harpsichords have a lid that can be raised, a cover for the keyboard, and a music stand for holding sheet music and scores. Harpsichords have been decorated in a great many different ways: with plain buff paint (e.g. some Flemish instruments), with paper printed with patterns, with leather or velvet coverings, with chinoiserie, or occasionally with highly elaborate painted artwork. Variants Virginals The virginal is a smaller and simpler rectangular form of the harpsichord having only one string per note; the strings run parallel to the keyboard, which is on the long side of the case. Spinet A spinet is a harpsichord with the strings set at an angle (usually about 30 degrees) to the keyboard. The strings are too close together for the jacks to fit between them. Instead, the strings are arranged in pairs, and the jacks are in the larger gaps between the pairs. The two jacks in each gap face in opposite directions, and each plucks a string adjacent to the gap. The English diarist Samuel Pepys mentions his "tryangle" several times. This was not the percussion instrument that we call triangle today; rather, it was a name for octave-pitched spinets, which were triangular in shape. Clavicytherium A clavicytherium is a harpsichord with the soundboard and strings mounted vertically facing the player, the same space-saving principle as an upright piano. In a clavicytherium, the jacks move horizontally without the assistance of gravity, so that clavicytherium actions are more complex than those of other harpsichords. Ottavino Ottavini are small spinets or virginals at four-foot pitch. Harpsichords at octave pitch were more common in the early Renaissance, but lessened in popularity later on. However, the ottavino remained very popular as a domestic instrument in Italy until the 19th century. In the Low Countries, an ottavino was commonly paired with an 8' virginals, encased in a small cubby under the soundboard of the larger instrument. The ottavino could be removed and placed on top of the virginal, making, in effect, a double manual instrument. These are sometimes called 'mother-and-child' or 'double' virginals. Pedal harpsichord Occasionally, harpsichords were built which included another set or sets of strings underneath and played by foot-operated pedal keyboard which trigger the plucking of the lowest-pitched keys of the harpsichord. Although there are no known extant pedal harpsichords from the 18th century or before, from Adlung (1758): the lower set of usually 8' strings "...is built like an ordinary harpsichord, but with an extent of two octaves only. The jacks are similar, but they will benefit from being arranged back to back, since the two [bass] octaves take as much space as four in an ordinary harpsichord Prior to 1980 when Keith Hill introduced his design for a pedal harpsichord, most pedal harpsichords were built based on the designs of extant pedal pianos from the 19th century, in which the instrument is as wide as the pedalboard. While these were mostly intended as practice instruments for organists, a few pieces are believed to have been written specifically for the pedal harpsichord. However, the set of pedals can augment the sound from any piece performed on the instrument, as demonstrated on several albums by E. Power Biggs. Other variants The archicembalo, built in the 16th century, had an unusual keyboard layout, designed to accommodate variant tuning systems demanded by compositional practice and theoretical experimentation. More common were instruments with split sharps, also designed to accommodate the tuning systems of the time. The folding harpsichord was an instrument that could be folded up to make it more compact, thus facilitating travelling with it. Compass and pitch range On the whole, earlier harpsichords have smaller ranges than later ones, although there are many exceptions. The largest harpsichords have a range of just over five octaves, and the smallest have under four. Usually, the shortest keyboards were given extended range in the bass with a "short octave". The traditional pitch range for a 5-octave instrument is F1–F6 (FF–f‴). Tuning pitch is often taken to be A4 = 415 Hz, roughly a semitone lower than the modern standard concert pitch of A4 = 440 Hz. An accepted exception is for French baroque repertoire, which is often performed with a = 392 Hz, approximately a semitone lower again. See Jean-Philippe Rameau's Treatise on Harmony (1722) [Dover Publications], Book One, chapter five, for insight into French baroque tuning; "Since most of these semitones are absolutely necessary in the tuning of organs and other similar instruments, the following chromatic system has been drawn up." Tuning an instrument nowadays usually starts with setting an A; historically it would commence from a C or an F. Some modern instruments are built with keyboards that can shift sideways, allowing the player to align the mechanism with strings at either A = 415 Hz or A = 440 Hz. If a tuning other than equal temperament is used, the instrument requires retuning once the keyboard is shifted. Music Classical period The great bulk of the standard repertoire for the harpsichord was written during its first historical flowering, the Renaissance and Baroque eras. The first music written specifically for solo harpsichord was published around the early 16th century. Composers who wrote solo harpsichord music were numerous during the whole Baroque era in European countries including Italy, Germany, England and France. Solo harpsichord compositions included dance suites, fantasias, and fugues. Among the most famous composers who wrote for the harpsichord were the members of English virginal school of the late Renaissance, notably William Byrd (ca. 1540–1623). In France, a great number of highly characteristic solo works were created and compiled into four books of ordres by François Couperin (1668–1733). Domenico Scarlatti (1685–1757) began his career in Italy but wrote most of his solo harpsichord works in Spain; his most famous work is his series of 555 harpsichord sonatas. Perhaps the most celebrated composers who wrote for the harpsichord were Georg Friedrich Händel (1685–1759), who composed numerous suites for harpsichord, and especially J. S. Bach (1685–1750), whose solo works (for instance, the Well-Tempered Clavier and the Goldberg Variations), continue to be performed very widely, often on the piano. Bach was also a pioneer of the harpsichord concerto, both in works designated as such, and in the harpsichord part of his Fifth Brandenburg Concerto. Two of the most prominent composers of the Classical era, Joseph Haydn (1732–1809) and Wolfgang Amadeus Mozart (1756–1791), wrote harpsichord music. For both, the instrument featured in the earlier period of their careers, Revival Through the 19th century, the harpsichord was almost completely supplanted by the piano. In the 20th century, composers returned to the instrument, as they sought out variation in the sounds available to them. Under the influence of Arnold Dolmetsch, the harpsichordists Violet Gordon-Woodhouse (1872–1951) and in France, Wanda Landowska (1879–1959), were at the forefront of the instrument's renaissance. Concertos for the instrument were written by Francis Poulenc (the Concert champêtre, 1927–28), and Manuel de Falla. Elliott Carter's Double Concerto is scored for harpsichord, piano and two chamber orchestras. For a detailed account of music composed for the revived harpsichord, see Contemporary harpsichord. See also List of historical harpsichord makers Clavichord Notes References An authoritative survey by a leading builder of how early harpsichords were built and how the harpsichord evolved over time in different national traditions. An extensive survey by a leading contemporary scholar. Further reading Boalch, Donald H. (1995) Makers of the Harpsichord and Clavichord, 1440–1840, 3rd ed., with updates by Andreas H. Roth and Charles Mould, Oxford University Press, . A catalogue, originating with work by Boalch in the 1950s, of all extant historical instruments. O'Brien, Grant (1990) Ruckers, a harpsichord and virginal building tradition, Cambridge University Press, . Covers the innovations of the Ruckers family, the founders of the Flemish tradition. Skowroneck, Martin (2003) Cembalobau: Erfahrungen und Erkenntnisse aus der Werkstattpraxis [Harpsichord construction: a craftsman's workshop experience and insight], Fachbuchreihe Das Musikinstrument 83, Bergkirchen : Bochinsky, . A study (written in English and German) of harpsichord building by a leading figure in the modern revival of historically authentic methods of building. Zuckermann, Wolfgang (1969) The Modern Harpsichord: twentieth century instruments and their makers, New York : October House, The New Grove: Early Keyboard Instruments. Macmillan, 1989 . (material from here is also available online in Grove Music Online) External links Instruments A few historic harpsichords from the collection at The Metropolitan Museum of Art Double virginal by Hans Ruckers, Antwerp, 1581 Harpsichord by Jan Couchet, Antwerp, 1650 Octave virginal, Augsburg, ca. 1600 Spinetta or Virginal, Venice, ca. 1540 Golden Harpsichord by Michele Todini, Rome, ca. 1675 Harpsichord, Italy, late 17th century Harpsichord by Pleyel et Cie, Paris, 1928 Three historic harpsichords from the Hans Adler Memorial collection at Witwatersrand University The Wanda Landowska 16th Century sculptured harpsichord Ferdinand Weber Harpsichord, 1752 Italian two manual harpsichord, 1750 Harpsichord attributed to Girolama Zenti, Viterbo, 1622 (Cobb Collection) More than 450 Harpsichords at the MIMO (Musical Instruments Museums Online) portal History Italian Harpsichord-Building in the 16th and 17th Centuries by Shortridge Listen Hear the sound of various harpsichords Sala del Cembalo, free harpsichord sound files Les Cyclopes, 3:57 min. Composed by Jean-Phillipe Rameau and performed by Elaine Comparone Images HarpsichordPhoto, photographs of early stringed keyboard instruments Organisations British Harpsichord Society Craftsman insights Interview with harpsichord builder Jack Peters Interview with harpsichord builder Craig Tomlinson Music Procembalo free catalog of contemporary harpsichord music Video – Marin Marais – La Sonnerie/cembalo – Complete (09:58). Technical About Harpsichords. Harpsichord builder Paul Y. Irvin treats the question of necessary and sufficient compass, and other instrument technicalities, in this section of his informative site. Keyboard instruments Early musical instruments Classical music instruments Baroque instruments Articles containing video clips C instruments Renaissance instruments Basso continuo instruments
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Hash, hashes, hash mark, or hashing may refer to: Substances Hash (food), a coarse mixture of ingredients Hash, a nickname for hashish, a cannabis product Hash mark Hash mark (sports), a marking on hockey rinks and gridiron football fields Hatch mark, a form of mathematical notation Number sign (#), also known as the hash, hash mark, or (in American English) pound sign Service stripe, a military and paramilitary decoration Tally mark, a counting notation Computing Hash function, an encoding of data into a small, fixed size; used in hash tables and cryptography Hash table, a data structure using hash functions Cryptographic hash function, a hash function used to authenticate message integrity URI fragment, in computer hypertext, a string of characters that refers to a subordinate resource Geohash, a spatial data structure which subdivides space into buckets of grid shape Hashtag, a form of metadata often used on social networking websites hash (Unix), an operating system command Hash chain, a method of producing many one-time keys from a single key or password Password hash Zobrist hashing, a method of hashing chess positions into a key Hashgraph, a Distributed ledger technology. Other uses Hash House Harriers, a running club Hash (EP) ([#]), a 2020 EP by Loona See also Hash browns Hash House (disambiguation)
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A hydraulic ram, or hydram, is a cyclic water pump powered by hydropower. It takes in water at one "hydraulic head" (pressure) and flow rate, and outputs water at a higher hydraulic head and lower flow rate. The device uses the water hammer effect to develop pressure that allows a portion of the input water that powers the pump to be lifted to a point higher than where the water originally started. The hydraulic ram is sometimes used in remote areas, where there is both a source of low-head hydropower and a need for pumping water to a destination higher in elevation than the source. In this situation, the ram is often useful, since it requires no outside source of power other than the kinetic energy of flowing water. History The Alhambra, built by Nasrid Sultan Ibn al-Ahmar of Granada beginning AD1238, used a hydram to raise water. Through a first reservoir, filled by a channel from the Darro River, water emptied via a large vertical channel into a second reservoir beneath, creating a whirlpool that in turn propelled water through a much smaller pipe up six metres whilst most water drained into a second, slightly larger pipe. In 1772, John Whitehurst of Cheshire, England, invented a manually controlled precursor of the hydraulic ram called the "pulsation engine" and installed the first one at Oulton, Cheshire to raise water to a height of . In 1783, he installed another in Ireland. He did not patent it, and details are obscure, but it is known to have had an air vessel. The first self-acting ram pump was invented by the Frenchman Joseph Michel Montgolfier (best known as a co-inventor of the hot air balloon) in 1796 for raising water in his paper mill at Voiron. His friend Matthew Boulton took out a British patent on his behalf in 1797. The sons of Montgolfier obtained a British patent for an improved version in 1816, and this was acquired, together with Whitehurst's design, in 1820 by Josiah Easton, a Somerset-born engineer who had just moved to London. Easton's firm, inherited by his son James (1796–1871), grew during the nineteenth century to become one of the more important engineering manufacturers in England, with a large works at Erith, Kent. They specialised in water supply and sewerage systems worldwide, as well as land drainage projects. Eastons had a good business supplying rams for water supply purposes to large country houses, farms, and village communities. Some of their installations still survived as of 2004, one such example being at the hamlet of Toller Whelme, in Dorset. Until about 1958 when the mains water arrived, the hamlet of East Dundry just south of Bristol had three working rams – their noisy "thump" every minute or so resonated through the valley night and day: these rams served farms that needed much water for their dairy herds. The firm closed in 1909, but the ram business was continued by James R. Easton. In 1929, it was acquired by Green & Carter of Winchester, Hampshire, who were engaged in the manufacturing and installation of Vulcan and Vacher Rams. The first US patent was issued to Joseph Cerneau (or Curneau) and Stephen (Étienne) S. Hallet (1755-1825) in 1809. US interest in hydraulic rams picked up around 1840, as further patents were issued and domestic companies started offering rams for sale. Toward the end of the 19th century, interest waned as electricity and electric pumps became widely available. Priestly's Hydraulic Ram, built in 1890 in Idaho, was a "marvelous" invention, apparently independent, which lifted water to provide irrigation. The ram survives and is listed on the U.S. National Register of Historic Places. By the end of the twentieth century, interest in hydraulic rams has revived, due to the needs of sustainable technology in developing countries, and energy conservation in developed ones. An example is Aid Foundation International in the Philippines, who won an Ashden Award for their work developing ram pumps that could be easily maintained for use in remote villages. The hydraulic ram principle has been used in some proposals for exploiting wave power, one of which was discussed as long ago as 1931 by Hanns Günther in his book In hundert Jahren. Some later ram designs in the UK called compound rams were designed to pump treated water using an untreated drive water source, which overcomes some of the problems of having drinking water sourced from an open stream. In 1996 English engineer Frederick Philip Selwyn patented a more compact hydraulic ram pump where the waste valve used the venturi effect and was arranged concentrically around the input pipe. It is currently sold as the "Papa Ram Pump". Construction and principle of operation A traditional hydraulic ram has only two moving parts, a spring or weight loaded "waste" valve sometimes known as the "clack" valve and a "delivery" check valve, making it cheap to build, easy to maintain, and very reliable. Priestly's Hydraulic Ram, described in detail in the 1947 Encyclopedia Britannica, has no moving parts. Sequence of operation A simplified hydraulic ram is shown in Figure 2. Initially, the waste valve [4] is open (i.e. lowered) because of its own weight, and the delivery valve [5] is closed under the pressure caused by the water column from the outlet [3]. The water in the inlet pipe [1] starts to flow under the force of gravity and picks up speed and kinetic energy until the increasing drag force lifts the waste valve's weight and closes it. The momentum of the water flow in the inlet pipe against the now closed waste valve causes a water hammer that raises the pressure in the pump beyond the pressure caused by the water column pressing down from the outlet. This pressure differential now opens the delivery valve [5], and forces some water to flow into the delivery pipe [3]. Because this water is being forced uphill through the delivery pipe farther than it is falling downhill from the source, the flow slows; when the flow reverses, the delivery check valve [5] closes. Meanwhile, the water hammer from the closing of the waste valve also produces a pressure pulse which propagates back up the inlet pipe to the source where it converts to a suction pulse that propagates back down the inlet pipe. This suction pulse, with the weight or spring on the valve, pulls the waste valve back open and allows the process to begin again. A pressure vessel [6] containing air cushions the hydraulic pressure shock when the waste valve closes, and it also improves the pumping efficiency by allowing a more constant flow through the delivery pipe. Although the pump could in theory work without it, the efficiency would drop drastically and the pump would be subject to extraordinary stresses that could shorten its life considerably. One problem is that the pressurized air will gradually dissolve into the water until none remains. One solution to this problem is to have the air separated from the water by an elastic diaphragm (similar to an expansion tank); however, this solution can be problematic in developing countries where replacements are difficult to procure. Another solution is a snifting valve installed close to the drive side of the delivery valve. This automatically inhales a small amount of air each time the delivery valve shuts and the partial vacuum develops. Another solution is to insert an inner tube of a car or bicycle tire into the pressure vessel with some air in it and the valve closed. This tube is in effect the same as the diaphragm, but it is implemented with more widely available materials. The air in the tube cushions the shock of the water the same as the air in other configurations does. Efficiency A typical energy efficiency is 60%, but up to 80% is possible. This should not be confused with the volumetric efficiency, which relates the volume of water delivered to total water taken from the source. The portion of water available at the delivery pipe will be reduced by the ratio of the delivery head to the supply head. Thus if the source is 2 meters above the ram and the water is lifted to 10 meters above the ram, only 20% of the supplied water can be available, the other 80% being spilled via the waste valve. These ratios assume 100% energy efficiency. Actual water delivered will be further reduced by the energy efficiency factor. In the above example, if the energy efficiency is 70%, the water delivered will be 70% of 20%, i.e. 14%. Assuming a 2-to-1 supply-head-to-delivery-head ratio and 70% efficiency, the delivered water would be 70% of 50%, i.e. 35%. Very high ratios of delivery to supply head usually result in lowered energy efficiency. Suppliers of rams often provide tables giving expected volume ratios based on actual tests. Drive and delivery pipe design Since both efficiency and reliable cycling depend on water hammer effects, the drive pipe design is important. It should be between 3 and 7 times longer than the vertical distance between the source and the ram. Commercial rams may have an input fitting designed to accommodate this optimum slope. The diameter of the supply pipe would normally match the diameter of the input fitting on the ram, which in turn is based on its pumping capacity. The drive pipe should be of constant diameter and material, and should be as straight as possible. Where bends are necessary, they should be smooth, large diameter curves. Even a large spiral is allowed, but elbows are to be avoided. PVC will work in some installations, but steel pipe is preferred, although much more expensive. If valves are used they should be a free flow type such as a ball valve or gate valve. The delivery pipe is much less critical since the pressure vessel prevents water hammer effects from traveling up it. Its overall design would be determined by the allowable pressure drop based on the expected flow. Typically the pipe size will be about half that of the supply pipe, but for very long runs a larger size may be indicated. PVC pipe and any necessary valves are not a problem. Starting operation A ram newly placed into operation or which has stopped cycling should start automatically if the waste valve weight or spring pressure is adjusted correctly, but it can be restarted as follows: If the waste valve is in the raised (closed) position, it must be pushed down manually into the open position and released. If the flow is sufficient, it will then cycle at least once. If it does not continue to cycle, it must be pushed down repeatedly until it cycles continuously on its own, usually after three or four manual cycles. If the ram stops with the waste valve in the down (open) position it must be lifted manually and kept up for as long as necessary for the supply pipe to fill with water and for any air bubbles to travel up the pipe to the source. This may take some time, depending on supply pipe length and diameter. Then it can be started manually by pushing it down a few times as described above. Having a valve on the delivery pipe at the ram makes starting easier. Closing the valve until the ram starts cycling, then gradually opening it to fill the delivery pipe. If opened too quickly it will stop the cycle. Once the delivery pipe is full the valve can be left open. Common operational problems Failure to deliver sufficient water may be due to improper adjustment of the waste valve, having too little air in the pressure vessel, or simply attempting to raise the water higher than the level of which the ram is capable. The ram may be damaged by freezing in winter, or loss of air in the pressure vessel leading to excess stress on the ram parts. These failures will require welding or other repair methods and perhaps parts replacement. It is not uncommon for an operating ram to require occasional restarts. The cycling may stop due to poor adjustment of the waste valve, or insufficient water flow at the source. Air can enter if the supply water level is not at least a few inches above the input end of the supply pipe. Other problems are blockage of the valves with debris, or improper installation, such as using a supply pipe of non-uniform diameter or material, having sharp bends or a rough interior, or one that is too long or short for the drop, or is made of an insufficiently rigid material. A PVC supply pipe will work in some installations but a steel pipe is better. See also Boost converter - electronic–hydraulic analog of the hydraulic ram. Pulser pump, a similar device made from a trompe connected to an airlift pump Heron's fountain Water rocket References Further reading External links Ram pump complete blueprints Articles containing video clips Liquid-piston pumps Pumps Water it:Pompa fluidodinamica#Pompa ad ariete idraulico
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Hengist and Horsa are Germanic brothers said to have led the Angles, Saxons and Jutes in their invasion of Britain in the 5th century. Tradition lists Hengist as the first of the Jutish kings of Kent. Most modern scholarly consensus now regards Hengist and Horsa to be mythical figures, and much scholarship has emphasised the likelihood of this based on their alliterative animal names, the seemingly constructed nature of their geneaology, and the unknowable quality of the earliest sources of information for their reports in the works of Bede. Their later detailed representation in texts such as the Anglo-Saxon Chronicle can tell us more about ninth-century attitudes to the past than anything about the time in which they are said to have existed. According to early sources, Hengist and Horsa arrived in Britain at Ebbsfleet on the Isle of Thanet. For a time, they served as mercenaries for Vortigern, King of the Britons, but later they turned against him (British accounts have them betraying him in the Treachery of the Long Knives). Horsa was killed fighting the Britons, but Hengist successfully conquered Kent, becoming the forefather of its kings. A figure named Hengest, possibly identifiable with the leader of British legend, appears in the Finnesburg Fragment and in Beowulf. Hengist was historically said to have been buried at Hengistbury Head in Dorset. Etymology The Old English names Hengest and Horsa mean "stallion" and "horse", respectively. The original Old English word for a horse was eoh. Eoh derives from the Proto-Indo-European base *ekwo, hence Latin equus which gave rise to the modern English words equine and equestrian. Hors is derived from the Proto-Indo-European base *kurs, to run, which also gave rise to hurry, carry and current (the latter two are borrowings from French). Hors eventually replaced eoh, fitting a pattern elsewhere in Germanic languages where the original names of sacred animals are abandoned for adjectives; for example, the word bear, meaning 'the brown one'. While the Ecclesiastical History and the Anglo-Saxon Chronicle refer to the brother as Horsa, in the History of the Britons his name is simply Hors. It has been suggested that Horsa may be a pet form of a compound name with the first element "horse". Attestations Ecclesiastical History of the English People In his 8th-century Ecclesiastical History, Bede records that the first chieftains among the Angles, Saxons and Jutes in England were said to have been Hengist and Horsa. He relates that Horsa was killed in battle against the Britons and was thereafter buried in East Kent, where at the time of writing a monument still stood to him. According to Bede, Hengist and Horsa were the sons of Wictgils, son of Witta, son of Wecta, son of Woden. Anglo-Saxon Chronicle The Anglo-Saxon Chronicle, which exists in nine manuscripts and fragments, compiled from the 9th to the 12th centuries, records that in the year 449 Hengist and Horsa were invited to Britain by Vortigern to assist his forces in fighting the Picts. They landed at Eopwinesfleot (Ebbsfleet), and went on to defeat the Picts wherever they fought them. Hengist and Horsa sent word home to Germany describing "the worthlessness of the Britons, and the richness of the land" and asked for assistance. Their request was granted and support arrived. Afterward, more people arrived in Britain from "the three powers of Germany; the Old Saxons, the Angles, and the Jutes". The Saxons populated Essex, Sussex, and Wessex; the Jutes Kent, the Isle of Wight, and part of Hampshire; and the Angles East Anglia, Mercia, and Northumbria (leaving their original homeland, Angeln, deserted). The Worcester Chronicle (Chronicle D, compiled in the 11th century), and the Peterborough Chronicle (Chronicle E, compiled in the 12th century), include the detail that these forces were led by the brothers Hengist and Horsa, sons of Wihtgils, son of Witta, son of Wecta, son of Woden, but this information is not included in the A, B, C, or F versions. In the entry for the year 455 the Chronicle details that Hengist and Horsa fought with Vortigern at Aylesford and that Horsa died there. Hengist took control of the kingdom with his son Esc. In 457, Hengist and Esc fought against British forces in Crayford "and there slew four thousand men". The Britons left the land of Kent and fled to London. In 465, Hengest and Esc fought again at the Battle of Wippedesfleot, probably near Ebbsfleet, and slew twelve British leaders. In the year 473, the final entry in the Chronicle mentioning Hengist or Horsa, Hengist and Esc are recorded as having taken "immense booty" and the Britons having "fled from the English like fire". History of the Britons The 9th century History of the Britons, attributed to the Briton Nennius, records that, during the reign of Vortigern in Britain, three vessels that had been exiled from Germany arrived in Britain, commanded by Hengist and Horsa. The narrative then gives a genealogy of the two: Hengist and Horsa were sons of Guictglis, son of Guicta, son of Guechta, son of Vouden, son of Frealof, son of Fredulf, son of Finn, son of Foleguald, son of Geta. Geta was said to be the son of a god, yet "not of the omnipotent God and our Lord Jesus Christ," but rather "the offspring of one of their idols, and whom, blinded by some demon, they worshipped according to the custom of the heathen." In 447 AD, Vortigern received Hengist and Horsa "as friends" and gave to the brothers the Isle of Thanet. After the Saxons had lived on Thanet for "some time" Vortigern promised them supplies of clothing and other provisions on condition that they assist him in fighting the enemies of his country. As the Saxons increased in number the Britons became unable to keep their agreement, and so told them their assistance was no longer needed and they should go home. Vortigern allowed Hengist to send for more of his countrymen to come over to fight for him. Messengers were sent to "Scythia", where "a number" of warriors were selected, and, with sixteen ships, the messengers returned. With the men came Hengist's beautiful daughter. Hengist prepared a feast, inviting Vortigern, Vortigern's officers, and Ceretic, his translator. Prior to the feast, Hengist enjoined his daughter to serve the guests plenty of wine and ale so that they would become drunk. At the feast Vortigern became enamored with her and promised Hengist whatever he liked in exchange for her betrothal. Hengist, having "consulted with the Elders who attended him of the Angle race," demanded Kent. Without the knowledge of the then-ruler of Kent, Vortigern agreed. Hengist's daughter was given to Vortigern, who slept with her and deeply loved her. Hengist told him that he would now be both his father and adviser and that he would know no defeat with his counsel, "for the people of my country are strong, warlike, and robust." With Vortigern's approval, Hengist would send for his son and his brother to fight against the Scots and those who dwelt near the wall. Vortigern agreed and Ochta and Ebissa arrived with 40 ships, sailed around the land of the Picts, conquered "many regions," and assaulted the Orkney Islands. Hengist continued to send for more ships from his country, so that some islands where his people had previously dwelt are now free of inhabitants. Vortigern had meanwhile incurred the wrath of Germanus, Bishop of Auxerre (by taking his own daughter for a wife and having a son by her) and had gone into hiding at the advice of his counsel. But at length his son Vortimer engaged Hengist and Horsa and their men in battle, drove them back to Thanet and there enclosed them and beset them on the western flank. The war waxed and waned; the Saxons repeatedly gained ground and were repeatedly driven back. Vortimer attacked the Saxons four times: first enclosing the Saxons in Thanet, secondly fighting at the river Derwent, the third time at Epsford, where both Horsa and Vortigern's son Catigern died, and lastly "near the stone on the shore of the Gallic sea," where the Saxons were defeated and fled to their ships. After a "short interval" Vortimer died and the Saxons became established, "assisted by foreign pagans". Hengist convened his forces and sent to Vortigern an offer of peace. Vortigern accepted, and Hengist prepared a feast to bring together the British and Saxon leaders. However, he instructed his men to conceal knives beneath their feet. At the right moment, Hengist shouted nima der sexa (get your knives) and his men massacred the unsuspecting Britons. However, they spared Vortigern, who ransomed himself by giving the Saxons Essex, Sussex, Middlesex and other unnamed districts. Germanus of Auxerre was acclaimed as commander of the British forces. By praying, singing hallelujah and crying to God, the Saxons were driven to the sea. Germanus then prayed for three days and nights at Vortigern's castle and fire fell from heaven and engulfed the castle. Vortigern, Hengist's daughter, Vortigern's other wives, and all other inhabitants burned to death. Potential alternate fates for Vortigern are provided. However, the Saxons continued to increase in numbers, and after Hengist died his son Ochta succeeded him. History of the Kings of Britain In his pseudo-historical twelfth century work The History of the Kings of Britain, Geoffrey of Monmouth adapted and greatly expanded the account in the History of the Britons. Hengist and Horsa appear in books 6 and 8: Book 6 Geoffrey records that three brigantines or long galleys arrived in Kent, full of armed men and commanded by two brothers, Hengist and Horsa. Vortigern was then staying at Dorobernia (Canterbury), and ordered that the "tall strangers" be received peacefully and brought to him. When Vortigern saw the company, he immediately observed that the brothers "excelled all the rest both in nobility and in gracefulness of person." He asked what country they had come from and why they had come to his kingdom. Hengist ("whose years and wisdom entitled him to precedence") replied that they had left their homeland of Saxony to offer their services to Vortigern or some other prince, as part of a Saxon custom in which, when the country became overpopulated, able young men were chosen by lot to seek their fortunes in other lands. Hengist and Horsa were made generals over the exiles, as befitted their noble birth. Vortigern was aggrieved when he learned that the strangers were pagans, but nonetheless rejoiced at their arrival, since he was surrounded by enemies. He asked Hengist and Horsa if they would help him in his wars, offering them land and "other possessions." They accepted the offer, settled on an agreement, and stayed with Vortigern at his court. Soon after, the Picts came from Alba with an immense army and attacked the northern parts of Vortigern's kingdom. In the ensuing battle "there was little occasion for the Britons to exert themselves, for the Saxons fought so bravely, that the enemy, formerly victorious, were speedily put to flight." In gratitude Vortigern increased the rewards he had promised to the brothers. Hengist was given "large possessions of lands in Lindsey for the subsistence of himself and his fellow-soldiers." A "man of experience and subtilty," Hengist told Vortigern that his enemies assailed him from every quarter, and that his subjects wished to depose him and make Aurelius Ambrosius king. He asked the king to allow him to send word to Saxony for more soldiers. Vortigern agreed, adding that Hengist could invite over whom he pleased and that "you shall have no refusal from me in whatever you shall desire." Hengist bowed low in thanks, and made a further request, that he be made a consul or prince, as befitted his birth. Vortigern responded that it was not in his power to do this, reasoning that Hengist was a foreign pagan and would not be accepted by the British lords. Hengist asked instead for leave to build a fortress on a piece of land small enough that it could be encircled by a leather thong. Vortigern granted this and ordered Hengist to invite more Saxons. After executing Vortigern's orders, Hengist took a bull's hide and made it into a single thong, which he used to encircle a carefully chosen rocky place (perhaps at Caistor in Lindsey). Here he built the castle of Kaercorrei, or in Saxon Thancastre: "thong castle." The messengers returned from Germany with eighteen ships full of the best soldiers they could get, as well as Hengist's beautiful daughter Rowena. Hengist invited Vortigern to see his new castle and the newly arrived soldiers. A banquet was held in Thancastre, at which Vortigern drunkenly asked Hengist to let him marry Rowena. Horsa and the men all agreed that Hengist should allow the marriage, on the condition that Vortigern give him Kent. Vortigern and Rowena were immediately married and Hengist was given Kent. The king was delighted with his new wife, but he incurred the hatred of his nobles and of his three sons. As his new father-in-law, Hengist made further demands of Vortigern: As I am your father, I claim the right of being your counsellor: do not therefore slight my advice, since it is to my countrymen you must owe the conquest of all your enemies. Let us invite over my son Octa, and his brother Ebissa, who are brave soldiers, and give them the countries that are in the northern parts of Britain, by the wall, between Deira and Alba. For they will hinder the inroads of the barbarians, and so you shall enjoy peace on the other side of the Humber. Vortigern agreed. Upon receiving the invitation, Octa, Ebissa, and another lord, Cherdich, immediately left for Britain with three hundred ships. Vortigern received them kindly, and gave them ample gifts. With their assistance, Vortigern defeated his enemies in every engagement. All the while Hengist continued inviting over yet more ships, adding to his numbers daily. Witnessing this, the Britons tried to get Vortigern to banish the Saxons, but on account of his wife he would not. Consequently, his subjects turned against him and took his son Vortimer for their king. The Saxons and the Britons, led by Vortimer, met in four battles. In the second, Horsa and Vortimer's brother, Catigern, slew one another. By the fourth battle, the Saxons had fled to Thanet, where Vortimer besieged them. When the Saxons could no longer bear the British onslaughts, they sent out Vortigern to ask his son to allow them safe passage back to Germany. While discussions were taking place, the Saxons boarded their ships and left, leaving their wives and children behind. The victorious Vortimer was poisoned by Rowena, and Vortigern returned to the throne. At his wife's request he invited Hengist back to Britain, but instructed him to bring only a small retinue. Hengist, knowing Vortimer to be dead, instead raised an army of 300,000 men. When Vortigern caught word of the imminent arrival of the vast Saxon fleet, he resolved to fight them. Rowena alerted her father of this, who, after considering various strategies, resolved to make a show of peace and sent ambassadors to Vortigern. The ambassadors informed Vortigern that Hengist had only brought so many men because he did not know of Vortimer's death and feared further attacks from him. Now that there was no threat, Vortigern could choose from among the men the ones he wished to return to Germany. Vortigern was greatly pleased by these tidings, and arranged to meet Hengist on the first of May at the monastery of Ambrius. Before the meeting, Hengist ordered his soldiers to carry long daggers beneath their clothing. At the signal Nemet oure Saxas (get your knives), the Saxons fell upon the unsuspecting Britons and massacred them, while Hengist held Vortigern by his cloak. 460 British barons and consuls were killed, as well as some Saxons whom the Britons beat to death with clubs and stones. Vortigern was held captive and threatened with death until he resigned control of Britain's chief cities to Hengist. Once free, he fled to Cambria. Book 8 In Cambria, Merlin prophesied to Vortigern that the brothers Aurelius Ambrosius and Uther Pendragon, who had fled to Armorica as children after Vortigern killed their brother and father, would return to have their revenge and defeat the Saxons. They arrived the next day, and, after rallying the dispersed Britons, Aurelius was proclaimed king. Aurelius marched into Cambria and burned Vortigern alive in his tower, before setting his sights upon the Saxons. Hengist was struck by terror at the news of Vortigern's death and fled with his army beyond the Humber. He took courage at the approach of Aurelius and selected the bravest among his men to defend. Hengist told these chosen men not to be afraid of Aurelius, for he had brought less than 10,000 Armorican Britons (the native Britons were hardly worth taking into account), while there were 200,000 Saxons. Hengist and his men advanced towards Aurelius in a field called Maisbeli (probably Ballifield, near Sheffield), intending to take the Britons by surprise, but Aurelius anticipated them. As they marched to meet the Saxons, Eldol, Duke of Gloucester, told Aurelius that he greatly wished to meet Hengist in combat, noting that "one of the two of us should die before we parted." He explained that he had been at the Treachery of the Long Knives, but had escaped when God threw him a stake to defend himself with, making him the only Briton present to survive. Meanwhile, Hengist was placing his troops into formation, giving directions, and walking through the lines of troops, "the more to spirit them up." With the armies in formation, battle began between the Britons and Saxons, both sides shedding "no small loss of blood." Eldol focused on attempting to find Hengist, but had no opportunity to fight him. "By the especial favour of God," the Britons took the upper hand, and the Saxons withdrew and made for Kaerconan (Conisbrough). Aurelius pursued them, killing or enslaving any Saxon he met on the way. Realizing Kaerconan would not hold against Aurelius, Hengist stopped outside the town and ordered his men to make a stand, "for he knew that his whole security now lay in his sword." Aurelius reached Hengist, and a "most furious" fight ensued, with the Saxons maintaining their ground despite heavy losses. They came close to winning before a detachment of horses from the Armorican Britons arrived. When Gorlois, Duke of Cornwall, arrived, Eldol knew the day was won and grabbed Hengist's helmet, dragging him into the British ranks. The Saxons fled. Hengist's son Octa retreated to York and his kinsman Eosa to Alclud (Dumbarton). Three days after the battle, Aurelius called together a council of principal officers to decide what would be done with Hengist. Eldol's brother Eldad, Bishop of Gloucester, said: Though all should be unanimous for setting him at liberty, yet would I cut him to pieces. The prophet Samuel is my warrant, who, when he had Agag, king of Amalek, in his power, hewed him in pieces, saying, As thy sword hath made women childless, so shall thy mother be childless among women. Do therefore the same to Hengist, who is a second Agag. Consequently, Eldol drew Hengist out of the city and cut off his head. Aurelius, "who showed moderation in all his conduct," arranged for him to be buried and for a mound to be raised over his corpse, according to the custom of pagans. Octa and Eosa surrendered to Aurelius, who granted them the country bordering Scotland and made a firm covenant with them. Prose Edda Hengist is briefly mentioned in Prologue, the first book of the Prose Edda, written by the Icelander Snorri Sturluson in the 13th century. In Prologue, a euhemerized account of Germanic history is given, including that Woden put three of his sons in charge of Saxony. The ruler of eastern Saxony was Veggdegg, one of whose sons was Vitrgils, the father of Vitta, the father of Hengist. Horse-head gables On farmhouses in Lower Saxony and Schleswig-Holstein, horse-head gables were referred to as "Hengst und Hors" (Low German for "stallion and mare") as late as around 1875. Rudolf Simek notes that these horse-head gables can still be seen today, and says that the horse-head gables confirm that Hengist and Horsa were originally considered mythological, horse-shaped beings. Martin Litchfield West comments that the horse heads may have been remnants of pagan religious practices in the area. Theories Finnesburg Fragment and Beowulf A Hengest appears in line 34 of the Finnesburg Fragment, which describes the legendary Battle of Finnsburg. In Beowulf, a scop recites a composition summarizing the Finnsburg events, including information not provided in the fragment. Hengest is mentioned in lines 1082 and 1091. Some scholars have proposed that the figure mentioned in both of these references is one and the same as the Hengist of the Hengist and Horsa accounts, though Horsa is not mentioned in either source. In his work Finn and Hengest, J. R. R. Tolkien argued that Hengist was a historical figure, and that Hengist came to Britain after the events recorded in the Finnesburg Fragment and Beowulf. Patrick Sims-Williams is more sceptical of the account, suggesting that Bede's Canterbury source, which he relied on for his account of Hengist and Horsa in the Ecclesiastical History, had confused two separate traditions. Germanic twin brothers and divine Indo-European horse twins Several sources attest that the Germanic peoples venerated a divine pair of twin brothers. The earliest reference to this practice derives from Timaeus (c. 345 – c. 250 BC). Timaeus records that the Celts of the North Sea were especially devoted to what he describes as Castor and Pollux. In his work Germania, Tacitus records the veneration of the Alcis, whom he identifies with Castor and Pollux. Germanic legends mention various brothers as founding figures. The 1st- or 2nd-century historian Cassius Dio cites the brothers Raos and Raptos as the leaders of the Astings. According to Paul the Deacon's 8th-century History of the Lombards, the Lombards migrated southward from Scandinavia led by Ibur and Aio, while Saxo Grammaticus records in his 12th-century Deeds of the Danes that this migration was prompted by Aggi and Ebbi. In related Indo-European cultures, similar traditions are attested, such as the Dioscuri. Scholars have theorized that these divine twins in Indo-European cultures stem from divine twins in prehistoric Proto-Indo-European culture. J. P. Mallory comments on the great importance of the horse in Indo-European religion, as exemplified "most obviously" by various mythical brothers appearing in Indo-European legend, including Hengist and Horsa: Some would maintain that the premier animal of the Indo-European sacrifice and ritual was probably the horse. We have already seen how its embedment in Proto-Indo-European society lies not just in its lexical reconstruction but also in the proliferation of personal names which contain "horse" as an element among the various Indo-European peoples. Furthermore, we witness the importance of the horse in Indo-European rituals and mythology. One of the most obvious examples is the recurrent depiction of twins such as the Indic Asvins "horsemen," the Greek horsemen Castor and Pollux, the legendary Anglo-Saxon settlers Horsa and Hengist [...] or the Irish twins of Macha, born after she had completed a horse race. All of these attest the existence of Indo-European divine twins associated with or represented by horses. Uffington White Horse In his 17th-century work Monumenta Britannica, John Aubrey ascribes the Uffington White Horse hill figure to Hengist and Horsa, stating that "the White Horse was their Standard at the Conquest of Britain". However, elsewhere he ascribes the origins of the horse to the pre-Roman Britons, reasoning that the horse resembles certain Iron Age British coins. As a result, advocates of a Saxon origin of the figure debated with those favouring an ancient British origin for three centuries after Aubrey's findings. In 1995, using optically stimulated luminescence dating, David Miles and Simon Palmer of the Oxford Archaeology Unit assigned the Uffington White Horse to the late Bronze Age. Aschanes The Brothers Grimm identified Hengist with Aschanes, mythical first King of the Saxons, in their notes for legend number 413 of their German Legends. Editor and translator Donald Ward, in his commentary on the tale, regards the identification as untenable on linguistic grounds. Modern influence Hengist and Horsa have appeared in a variety of media in the modern period. Written between 1616 and 1620, Thomas Middleton's play Hengist, King of Kent features portrayals of both Hengist and Horsa (as Hersus). On 6 July 1776, the first committee for the production of the Great Seal of the United States convened. One of three members of the committee, Thomas Jefferson, proposed that one side of the seal feature Hengist and Horsa, "the Saxon chiefs from whom we claim the honor of being descended, and whose political principles and form of government we assumed". "Hengist and Horsus" appear as antagonists in the play Vortigern and Rowena, which was touted as a newly discovered work by William Shakespeare in 1796, but was soon revealed as a hoax by William Henry Ireland. The pair have plaques in the Walhalla Temple at Regensburg, Bavaria, which honours distinguished figures of German history. During World War II, two British military gliders took their names from the brothers: the Slingsby Hengist and the Airspeed Horsa. The 20th-century American poet Robinson Jeffers composed a poem titled Ode to Hengist and Horsa. In 1949, Prince Georg of Denmark came to Pegwell Bay in Kent to dedicate the longship Hugin, commemorating the landing of Hengest and Horsa at nearby Ebbsfleet 1500 years earlier in 449 AD. Though Hengist and Horsa are not referenced in the medieval tales of King Arthur, some modern Arthurian tales do link them. For example, in Mary Stewart's Merlin Trilogy, Hengist and Horsa are executed by Ambrosius; Hengist is given full Saxon funeral honours, cremated with his weapons on a pyre. In Alfred Duggan's Conscience of the King, Hengist plays a major role in the early career of Cerdic Elesing, legendary founder of the kingdom of Wessex. Part of the A299 road on the Isle of Thanet is named Hengist Way. Retinue of Hengist and Band of Horsa also make an appearance as for hire mercenaries in the popular game Crusader Kings III by game developer Paradox Development Studio. See also Alcis (gods), Germanic horse brother deities venerated by the Naharvali, a Germanic people described by Tacitus in 1 AD Saxon Steed, a heraldic motif Notes References Lyon, Bryce. "From Hengist and Horsa to Edward of Caernarvon: Recent writing on English history" in Elizabeth Chapin Furber, ed. Changing views on British history: essays on historical writing since 1939 (Harvard University Press, 1966), pp 1–57; historiography Lyon, Bryce. " Change or Continuity: Writing since 1965 on English History before Edward of Caernarvon," in Richard Schlatter, ed., Recent Views on British History: Essays on Historical Writing since 1966 (Rutgers UP, 1984), pp 1–34, historiography External links 5th-century births 5th-century deaths 5th-century English monarchs 5th century in England Anglo-Saxon warriors British traditional history Characters in works by Geoffrey of Monmouth English heroic legends Founding monarchs Jutish people Kent folklore Kentish monarchs Legendary English people Origin myths People whose existence is disputed Sibling duos Legendary progenitors
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In quantum mechanics, the Hamiltonian of a system is an operator corresponding to the total energy of that system, including both kinetic energy and potential energy. Its spectrum, the system's energy spectrum or its set of energy eigenvalues, is the set of possible outcomes obtainable from a measurement of the system's total energy. Due to its close relation to the energy spectrum and time-evolution of a system, it is of fundamental importance in most formulations of quantum theory. The Hamiltonian is named after William Rowan Hamilton, who developed a revolutionary reformulation of Newtonian mechanics, known as Hamiltonian mechanics, which was historically important to the development of quantum physics. Similar to vector notation, it is typically denoted by , where the hat indicates that it is an operator. It can also be written as or . Introduction The Hamiltonian of a system is the sum of the kinetic energies of all the particles, plus the potential energy of the particles associated with the system. The Hamiltonian takes different forms and can be simplified in some cases by taking into account the concrete characteristics of the system under analysis, such as single or several particles in the system, interaction between particles, kind of potential energy, time varying potential or time independent one. Schrödinger Hamiltonian One particle By analogy with classical mechanics, the Hamiltonian is commonly expressed as the sum of operators corresponding to the kinetic and potential energies of a system in the form where is the potential energy operator and is the kinetic energy operator in which is the mass of the particle, the dot denotes the dot product of vectors, and is the momentum operator where a is the del operator. The dot product of with itself is the Laplacian . In three dimensions using Cartesian coordinates the Laplace operator is Although this is not the technical definition of the Hamiltonian in classical mechanics, it is the form it most commonly takes. Combining these yields the familiar form used in the Schrödinger equation: which allows one to apply the Hamiltonian to systems described by a wave function . This is the approach commonly taken in introductory treatments of quantum mechanics, using the formalism of Schrödinger's wave mechanics. One can also make substitutions to certain variables to fit specific cases, such as some involving electromagnetic fields. Many particles The formalism can be extended to particles: where is the potential energy function, now a function of the spatial configuration of the system and time (a particular set of spatial positions at some instant of time defines a configuration) and is the kinetic energy operator of particle , is the gradient for particle , and is the Laplacian for particle : Combining these yields the Schrödinger Hamiltonian for the -particle case: However, complications can arise in the many-body problem. Since the potential energy depends on the spatial arrangement of the particles, the kinetic energy will also depend on the spatial configuration to conserve energy. The motion due to any one particle will vary due to the motion of all the other particles in the system. For this reason cross terms for kinetic energy may appear in the Hamiltonian; a mix of the gradients for two particles: where denotes the mass of the collection of particles resulting in this extra kinetic energy. Terms of this form are known as mass polarization terms, and appear in the Hamiltonian of many electron atoms (see below). For interacting particles, i.e. particles which interact mutually and constitute a many-body situation, the potential energy function is not simply a sum of the separate potentials (and certainly not a product, as this is dimensionally incorrect). The potential energy function can only be written as above: a function of all the spatial positions of each particle. For non-interacting particles, i.e. particles which do not interact mutually and move independently, the potential of the system is the sum of the separate potential energy for each particle, that is The general form of the Hamiltonian in this case is: where the sum is taken over all particles and their corresponding potentials; the result is that the Hamiltonian of the system is the sum of the separate Hamiltonians for each particle. This is an idealized situation—in practice the particles are almost always influenced by some potential, and there are many-body interactions. One illustrative example of a two-body interaction where this form would not apply is for electrostatic potentials due to charged particles, because they interact with each other by Coulomb interaction (electrostatic force), as shown below. Schrödinger equation The Hamiltonian generates the time evolution of quantum states. If is the state of the system at time , then This equation is the Schrödinger equation. It takes the same form as the Hamilton–Jacobi equation, which is one of the reasons is also called the Hamiltonian. Given the state at some initial time (), we can solve it to obtain the state at any subsequent time. In particular, if is independent of time, then The exponential operator on the right hand side of the Schrödinger equation is usually defined by the corresponding power series in . One might notice that taking polynomials or power series of unbounded operators that are not defined everywhere may not make mathematical sense. Rigorously, to take functions of unbounded operators, a functional calculus is required. In the case of the exponential function, the continuous, or just the holomorphic functional calculus suffices. We note again, however, that for common calculations the physicists' formulation is quite sufficient. By the *-homomorphism property of the functional calculus, the operator is a unitary operator. It is the time evolution operator, or propagator, of a closed quantum system. If the Hamiltonian is time-independent, form a one parameter unitary group (more than a semigroup); this gives rise to the physical principle of detailed balance. Dirac formalism However, in the more general formalism of Dirac, the Hamiltonian is typically implemented as an operator on a Hilbert space in the following way: The eigenkets (eigenvectors) of , denoted , provide an orthonormal basis for the Hilbert space. The spectrum of allowed energy levels of the system is given by the set of eigenvalues, denoted , solving the equation: Since is a Hermitian operator, the energy is always a real number. From a mathematically rigorous point of view, care must be taken with the above assumptions. Operators on infinite-dimensional Hilbert spaces need not have eigenvalues (the set of eigenvalues does not necessarily coincide with the spectrum of an operator). However, all routine quantum mechanical calculations can be done using the physical formulation. Expressions for the Hamiltonian Following are expressions for the Hamiltonian in a number of situations. Typical ways to classify the expressions are the number of particles, number of dimensions, and the nature of the potential energy function—importantly space and time dependence. Masses are denoted by , and charges by . General forms for one particle Free particle The particle is not bound by any potential energy, so the potential is zero and this Hamiltonian is the simplest. For one dimension: and in higher dimensions: Constant-potential well For a particle in a region of constant potential (no dependence on space or time), in one dimension, the Hamiltonian is: in three dimensions This applies to the elementary "particle in a box" problem, and step potentials. Simple harmonic oscillator For a simple harmonic oscillator in one dimension, the potential varies with position (but not time), according to: where the angular frequency , effective spring constant , and mass of the oscillator satisfy: so the Hamiltonian is: For three dimensions, this becomes where the three-dimensional position vector using Cartesian coordinates is , its magnitude is Writing the Hamiltonian out in full shows it is simply the sum of the one-dimensional Hamiltonians in each direction: Rigid rotor For a rigid rotor—i.e., system of particles which can rotate freely about any axes, not bound in any potential (such as free molecules with negligible vibrational degrees of freedom, say due to double or triple chemical bonds), the Hamiltonian is: where , , and are the moment of inertia components (technically the diagonal elements of the moment of inertia tensor), and and are the total angular momentum operators (components), about the , , and axes respectively. Electrostatic or coulomb potential The Coulomb potential energy for two point charges and (i.e., those that have no spatial extent independently), in three dimensions, is (in SI units—rather than Gaussian units which are frequently used in electromagnetism): However, this is only the potential for one point charge due to another. If there are many charged particles, each charge has a potential energy due to every other point charge (except itself). For charges, the potential energy of charge due to all other charges is (see also Electrostatic potential energy stored in a configuration of discrete point charges): where is the electrostatic potential of charge at . The total potential of the system is then the sum over : so the Hamiltonian is: Electric dipole in an electric field For an electric dipole moment constituting charges of magnitude , in a uniform, electrostatic field (time-independent) , positioned in one place, the potential is: the dipole moment itself is the operator Since the particle is stationary, there is no translational kinetic energy of the dipole, so the Hamiltonian of the dipole is just the potential energy: Magnetic dipole in a magnetic field For a magnetic dipole moment in a uniform, magnetostatic field (time-independent) , positioned in one place, the potential is: Since the particle is stationary, there is no translational kinetic energy of the dipole, so the Hamiltonian of the dipole is just the potential energy: For a spin- particle, the corresponding spin magnetic moment is: where is the spin gyromagnetic ratio (a.k.a. "spin g-factor"), is the electron charge, is the spin operator vector, whose components are the Pauli matrices, hence Charged particle in an electromagnetic field For a particle with mass and charge in an electromagnetic field, described by the scalar potential and vector potential , there are two parts to the Hamiltonian to substitute for. The canonical momentum operator , which includes a contribution from the field and fulfils the canonical commutation relation, must be quantized; where is the kinetic momentum operator. The quantization prescription reads so the corresponding kinetic energy operator is and the potential energy, which is due to the field, is given by Casting all of these into the Hamiltonian gives Energy eigenket degeneracy, symmetry, and conservation laws In many systems, two or more energy eigenstates have the same energy. A simple example of this is a free particle, whose energy eigenstates have wavefunctions that are propagating plane waves. The energy of each of these plane waves is inversely proportional to the square of its wavelength. A wave propagating in the direction is a different state from one propagating in the direction, but if they have the same wavelength, then their energies will be the same. When this happens, the states are said to be degenerate. It turns out that degeneracy occurs whenever a nontrivial unitary operator commutes with the Hamiltonian. To see this, suppose that is an energy eigenket. Then is an energy eigenket with the same eigenvalue, since Since is nontrivial, at least one pair of and must represent distinct states. Therefore, has at least one pair of degenerate energy eigenkets. In the case of the free particle, the unitary operator which produces the symmetry is the rotation operator, which rotates the wavefunctions by some angle while otherwise preserving their shape. The existence of a symmetry operator implies the existence of a conserved observable. Let be the Hermitian generator of : It is straightforward to show that if commutes with , then so does : Therefore, In obtaining this result, we have used the Schrödinger equation, as well as its dual, Thus, the expected value of the observable is conserved for any state of the system. In the case of the free particle, the conserved quantity is the angular momentum. Hamilton's equations Hamilton's equations in classical Hamiltonian mechanics have a direct analogy in quantum mechanics. Suppose we have a set of basis states , which need not necessarily be eigenstates of the energy. For simplicity, we assume that they are discrete, and that they are orthonormal, i.e., Note that these basis states are assumed to be independent of time. We will assume that the Hamiltonian is also independent of time. The instantaneous state of the system at time , , can be expanded in terms of these basis states: where The coefficients are complex variables. We can treat them as coordinates which specify the state of the system, like the position and momentum coordinates which specify a classical system. Like classical coordinates, they are generally not constant in time, and their time dependence gives rise to the time dependence of the system as a whole. The expectation value of the Hamiltonian of this state, which is also the mean energy, is where the last step was obtained by expanding in terms of the basis states. Each actually corresponds to two independent degrees of freedom, since the variable has a real part and an imaginary part. We now perform the following trick: instead of using the real and imaginary parts as the independent variables, we use and its complex conjugate . With this choice of independent variables, we can calculate the partial derivative By applying Schrödinger's equation and using the orthonormality of the basis states, this further reduces to Similarly, one can show that If we define "conjugate momentum" variables by then the above equations become which is precisely the form of Hamilton's equations, with the s as the generalized coordinates, the s as the conjugate momenta, and taking the place of the classical Hamiltonian. See also Hamiltonian mechanics Two-state quantum system Operator (physics) Bra–ket notation Quantum state Linear algebra Conservation of energy Potential theory Many-body problem Electrostatics Electric field Magnetic field Lieb–Thirring inequality References Hamiltonian mechanics Operator theory Quantum mechanics Quantum chemistry Theoretical chemistry Computational chemistry William Rowan Hamilton
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Hummer (stylized as HUMMER) is a brand of trucks and SUVs that was first marketed in 1992 when AM General began selling a civilian version of the M998 Humvee. Although discontinued in 2010, Hummer returned as a sub-brand of GMC in 2021. In 1998, General Motors (GM) purchased the brand name from AM General and marketed three vehicles: the original Hummer H1, based on the military Humvee, as well as the new H2 and H3 models that were based on smaller, civilian-market GM platforms. By 2008, Hummer's viability in the economic downturn was questioned. Rather than being transferred to the Motors Liquidation Company as part of the GM bankruptcy in 2009, the brand was retained by GM, in order to investigate its sale. No final deal was made, and in 2010, Hummer dealerships began shutting down. Ten years later in 2020, the nameplate returned, not as a separate brand but instead as two models, an electric pickup truck and SUV, to be sold under the GMC brand as the "GMC Hummer EV". The pre-production versions of the EV began November 2021 after a $2.2 billion investment to build a variety of all-electric vehicles in GM's Detroit-Hamtramck assembly plant. History Origin AM General had planned to sell a civilian version of its Humvee as far back as the late 1980s. Having the same structure and most mechanical components, the civilian Hummers were finished in automotive gloss paint, adding passenger car enhancements such as air conditioning, sound insulation, upgraded upholstery, stereo systems, wood trim, and convenience packages. The civilian model began in part because of the persistence of Arnold Schwarzenegger, who saw an Army convoy while filming Kindergarten Cop in Oregon and began to campaign and lobby for a civilian version to be available on the market. In 1992, AM General began selling a civilian version of the M998 Humvee vehicle to the public under the brand name "Hummer". The first two Hummer H1s to be sold were purchased by Schwarzenegger. GM purchase In December 1999, AM General sold the brand name to General Motors, but continued to manufacture the vehicles. GM was responsible for the marketing and distribution of all civilian Hummers produced by AM General. Shortly thereafter, GM introduced two of its own design models, the H2 and H3, and renamed the original vehicle H1. AM General continued to build the H1 until it was discontinued in 2006, and was contracted by GM to produce the H2. The H3 was built in Shreveport, LA alongside the Chevrolet Colorado and GMC Canyon pickups, with which it shared the GMT-355 platform (modified and designated GMT-345). Hummer dealership buildings featured an oversized half Quonset Hut style roof, themed to the Hummer brand's military origins. By 2006, the Hummer began to be exported and sold through importers and distributors in 33 countries. On October 10, 2006, GM began producing the Hummer H3 at its Port Elizabeth plant in South Africa for international markets. The Hummers built there at first were only left-hand drive, but right-hand drive versions were added and exported to Australia and other markets. The H2 was also assembled in Kaliningrad, Russia, by Avtotor, starting in 2006 and ending in 2009. The plant produced a few hundred vehicles annually, and its output was limited to local consumption with five dealers in Russia. On June 3, 2008, one day prior to GM's annual shareholder meeting, Rick Wagoner, GM's CEO at that time, said the brand was being reviewed, and had the possibility of either being sold, having the production line completely redesigned, or being discontinued. This was due to the decreasing demand for large SUVs as a result of higher oil prices. Almost immediately after the announcement, a pair of Indian automakers, including Mahindra & Mahindra, expressed interest in purchasing all or part of Hummer. In April 2009, GM President Fritz Henderson stated several interested parties had approached GM regarding the Hummer business. Failed sale and shutdown On June 1, 2009, as a part of the General Motors bankruptcy announcement, the company revealed that the Hummer brand would be discontinued. However, the following day GM announced that instead it had reached a deal to sell the brand to an undisclosed buyer. After GM announced that same day that the sale was to an undisclosed Chinese company, CNN and the New York Times identified the buyer of the Hummer truck unit as China-based Sichuan Tengzhong Heavy Industrial Machinery Company Ltd. Later that day, Sichuan Tengzhong itself announced the deal on their own website. On January 6, 2010, GM CEO Ed Whitacre said he hoped to close the deal with Tengzhong by the end of that month. On February 1, 2010, it was announced that Sichuan and General Motors had agreed to extend the deadline until the end of February as Sichuan tried to get approval by the Chinese government. It was also revealed that the price tag of the Hummer brand was $150 million. Later, on February 24, 2010, GM announced the Tengzhong deal had collapsed and the Hummer brand would soon shut down. There were reports that Sichuan Tengzhong might pursue the purchase of the Hummer brand from GM by purchasing it privately through the company's new J&A Tengzhong Fund SPC, a private equity investment fund owned by an offshore entity that was recruiting private investors to buy into its acquisition plan. The financial markets posed problems for established borrowers and even more for Tengzhong, a little-known company from western China, at the same time as the potential value of the Hummer brand continued to decline given high fuel prices and weak consumer demand. The company announced it was willing to consider offers for all or part of the assets. American company Raser Technologies along with several others expressed interest in buying the company. However, on April 7, 2010, this attempt failed as well, and General Motors officially said it was shutting down the Hummer SUV brand and offering rich rebates in a bid to move the remaining 2,200 vehicles. After filling a rental-car fleet order, the last Hummer H3 rolled off the line at Shreveport on May 24, 2010. Revival In mid-2019, rumors began to circulate that General Motors was considering reviving the Hummer nameplate in 2021, as the market for off-road vehicles was reaching historic levels of sales. GM President Mark Ruess was asked about the possible return in the summer of 2019, and said, "I love Hummer. I don't know. We're looking at everything." Credibility to the earlier reporting began to solidify after the conclusion of the 2019 General Motors strike, as contract negotiations led to the commitment by GM of saving its Detroit-Hamtramck facility from closing by investing in and retooling it to build future electric trucks and SUVs; the products were to be built on GM's upcoming "BT1" electric truck platform. GM's own documentation listed three brands as receiving products from the BT1 architecture: Cadillac (presumably an electric Cadillac Escalade), Chevrolet (likely under the Silverado nameplate), and a third unknown brand referred to as the "M-Brand." Industry insiders claimed they had sources saying that the "M-Brand" was a Hummer because a revival of the brand with established name recognition would help reduce marketing costs. The Hummer revival on the BT1 platform was known internally as "Project O," potentially named after former Chief Camaro Engineer Al Oppenheiser (the man responsible for the return of the Camaro in 2010), who was moved from Camaro development to overseeing an EV program. Oppenheiser later confirmed this himself. By November 2019, media reports all but confirmed that Hummer would return with two electric models, a truck and an SUV, sometime in 2021. On November 21, 2019, General Motors CEO Mary Barra confirmed in that GM would be releasing an electric pickup truck in the fall of 2021, but did not name the brand under which it would be built. The new Hummer line will not be a stand-alone brand, as it was before General Motors filed for bankruptcy, but a model within GM's GMC brand. On January 30, 2020, GM released a series of short videos revealing the return of Hummers in the form of electric SUV and truck models marketed under the GMC brand. A 30-second Super Bowl ad featured NBA superstar LeBron James. The vehicle was to be revealed on May 20, 2020, but the date was later pushed back to October 20, 2020. The Hummer EV SUT was officially revealed on October 20, 2020, during the 2020 World Series. The Hummer EV SUV was unveiled during the NCAA Tournament Final Four on April 3, 2021. The all-electric sub-brand of GMC will have several versions with initially only the most expensive "Edition 1" four-door pickup available followed other models and later as an SUV. Models Hummer H1 The first vehicle in the Hummer range was the Hummer H1, based on the Humvee. Released for the civilian market in 1992, this vehicle was designed by American Motors' AM General subsidiary to meet U.S. Military specifications that were issued in 1979. By 1982, Renault (which was partially owned by the French government) took controlling interest in AMC, and the AM General division was sold in 1983 to Ling-Temco-Vought (LTV) because US regulations barred ownership of defense contractors by foreign governments. American Motors itself was acquired by Chrysler in 1987. Production of H1 civilian versions continued through 2006. Hummer H2 The Hummer H2 was the second vehicle in the Hummer range built in the AM General facility under contract from General Motors from 2002 to 2009. There were two variations: The H2 SUV and H2 SUT. Hummer H3 The H3 and H3T truck were the smallest of the Hummer models and were based on the GMT355 platform shared with the Chevrolet Colorado and GMC Canyon compact pickup trucks. The H3 line was produced from 2005 to 2010 by General Motors. Concept vehicles Hummer HX The Hummer HX was developed in 2008 as an open-air, two-door off-road concept car, smaller than other Hummer models. Plug-in hybrid Raser Technologies (formerly of Utah) was to use technology similar to that in the Chevrolet Volt. The company unveiled the prototype to the 2009 Society of Automotive Engineers World Congress in Detroit. The E-REV (Extended-Range Electric Vehicle) powertrain technology, was claimed to power the vehicle for up to on its battery, and then a small 4-cylinder internal combustion engine would start to generate more electricity. Racing Team Hummer Racing was created in 1993. Led by off-road racer Rod Hall, Team Hummer competed in the stock classes of both BitD and SCORE, with specialized racing shock absorbers, tires, and other modifications, along with mandatory safety equipment. Team Hummer stock-class H3 driven by Hall finished first in class with the H3 in the 2005 Baja 1000. Team Hummer earned 11 production-class wins at the Baja 1000. A highly modified, two-wheel drive Hummer was raced by Robby Gordon in 2006 (did not finish), 2007 (8th place), 2009 (3rd place), 2010 (8th place), 2011 (did not finish), 2012 (disqualified), and 2013 (14th place) Dakar Rally. Stretch limousines The Hummer H2 has been stretched by third-party companies into a variety of limousine versions. The Hummer H2 was cut behind the cab and the chassis extended to create a passenger section for 14, 16, or even 22 passengers. Production AM General Hummer H1 Assembly Plant, Mishawaka, Indiana – opened 1984 to build HMMWV (HUMVEE) and began production of the H1 in 1992. Production ceased 2006, but HMMWV production continues. AM General Hummer H2 Assembly Plant, Mishawaka, Indiana – opened 2002. H2 production ended 2009. Plant sold to SF Motors, maker of electric vehicles, in 2017. General Motors South Africa Struandale Assembly Plant, Port Elizabeth, Eastern Cape, South Africa – built in 1996, expanded to to build H3 models. H3 production ended 2009. General Motors Shreveport Operations, Shreveport, Louisiana – in 2005, to accommodate the production of the H3, an additional was added to plant built by GM in 1981. In July 2009, GM had shut down Hummer production of the H3, but the automaker had a special fleet order from Avis Rent a Car System. Avtotor Kaliningrad, Russia – licensed version of H2 starting from 2006 and production ended in 2009. Criticisms Criticism of Hummers mirrors the criticism of SUVs in general, but to a higher degree. Specific criticisms of Hummers include: SizeHummers (specifically the H1 and H2) are significantly bigger than other SUVs, which can cause problems parking, driving, and fitting in a garage. Their large size may also pose a serious threat to smaller vehicles and pedestrians. Poor fuel economyEven compared to other heavy passenger vehicles, Hummers without the diesel engine options have very poor fuel economy. Because the H2 is built to the over-8500-lb GVW, its fuel economy is neither published by the U.S. EPA nor counted toward Corporate Average Fuel Economy. For example, H2 in one engine configuration averages an estimated on the highway and in the city. It has a curb weight of around . SafetyCrash data for Hummers is less complete than for other SUVs. As a Class 3 truck, the Hummer is exempt from many United States Department of Transportation safety regulations. The H1 lacks standard safety features, including child safety locks, child seat tethers, side airbags, and stability control. Large blind spots make parking difficult and possibly dangerous. DriversA one-year study, conducted by a firm that provides statistical information to insurance companies, found that drivers of Hummer H2 and H3s receive about five times as many traffic tickets as the national average for all vehicles (standardized based on the number of violations per 100,000 miles driven). Licensing GM is active in licensing the Hummer. Various companies have licensed the Hummer trademarks for use on colognes, flashlights, bicycles, shoes, coats, hats, laptops, toys, clothing, CD players, video games and other items. An electric quadricycle badged as a Hummer was produced in the UK. See also GMC Hummer EV Humvee List of defunct United States automobile manufacturers VLF Automotive#HUMVEE C-Series References External links Official website Off-road vehicles Defunct motor vehicle manufacturers of the United States Defunct brands Companies based in Detroit General Motors marques Cars introduced in 1992 Vehicle manufacturing companies established in 1992 Vehicle manufacturing companies disestablished in 2010 1992 establishments in Michigan 2010 disestablishments in Michigan
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A hedge fund is a pooled investment fund that trades in relatively liquid assets and is able to make extensive use of more complex trading, portfolio-construction, and risk management techniques in an attempt to improve performance, such as short selling, leverage, and derivatives. Financial regulators generally restrict hedge fund marketing to institutional investors, high net worth individuals, and others who are considered sufficiently sophisticated. Hedge funds are considered alternative investments. Their ability to use leverage and more complex investment techniques distinguishes them from regulated investment funds available to the retail market, commonly known as mutual funds and ETFs. They are also considered distinct from private equity funds and other similar closed-end funds as hedge funds generally invest in relatively liquid assets and are usually open-ended. This means they typically allow investors to invest and withdraw capital periodically based on the fund's net asset value, whereas private-equity funds generally invest in illiquid assets and only return capital after a number of years. However, other than a fund's regulatory status, there are no formal or fixed definitions of fund types, and so there are different views of what can constitute a "hedge fund." Although hedge funds are not subject to the many restrictions applicable to regulated funds, regulations were passed in the United States and Europe following the financial crisis of 2007–2008 with the intention of increasing government oversight of hedge funds and eliminating certain regulatory gaps. Although most modern hedge funds are able to employ a wide variety of financial instruments and risk management techniques, they can be very different from each other with respect to their strategies, risks, volatility and expected return profile. It is common for hedge fund investment strategies to aim to achieve a positive return on investment regardless of whether markets are rising or falling ("absolute return"). Although hedge funds can be considered risky investments, the expected returns of some hedge fund strategies are less volatile than those of retail funds with high exposure to stock markets because of the use of hedging techniques. A hedge fund usually pays its investment manager a management fee (typically, 2% per annum) of the net asset value of the fund) and a performance fee (typically, 20% of the increase in the fund's net asset value during a year). Hedge funds have existed for many decades and have become increasingly popular. They have now grown to be a substantial portion of the asset management industry with assets totaling around $3.8 trillion as of 2021. Hedge fund managers can have several billion dollars of assets under management (AUM). Etymology The word "hedge", meaning a line of bushes around the perimeter of a field, has long been used as a metaphor for placing limits on risk. Early hedge funds sought to hedge specific investments against general market fluctuations by shorting the market, hence the name. Nowadays, however, many different investment strategies are used, many of which do not "hedge" risk. History During the US bull market of the 1920s, there were numerous private investment vehicles available to wealthy investors. Of that period, the best known today is the Graham-Newman Partnership, founded by Benjamin Graham and his long-time business partner Jerry Newman. This was cited by Warren Buffett in a 2006 letter to the Museum of American Finance as an early hedge fund, and based on other comments from Buffett, Janet Tavakoli deems Graham's investment firm the first hedge fund. The sociologist Alfred W. Jones is credited with coining the phrase "hedged fund" and is credited with creating the first hedge fund structure in 1949. Jones referred to his fund as being "hedged", a term then commonly used on Wall Street to describe the management of investment risk due to changes in the financial markets. In the 1970s, hedge funds specialized in a single strategy with most fund managers following the long/short equity model. Many hedge funds closed during the recession of 1969–70 and the 1973–1974 stock market crash due to heavy losses. They received renewed attention in the late 1980s. During the 1990s, the number of hedge funds increased significantly with the 1990s stock market rise, the aligned-interest compensation structure (i.e., common financial interests), and the promise of above high returns as likely causes. Over the next decade, hedge fund strategies expanded to include credit arbitrage, distressed debt, fixed income, quantitative, and multi-strategy. US institutional investors, such as pension and endowment funds, began allocating greater portions of their portfolios to hedge funds. During the first decade of the 21st century, hedge funds gained popularity worldwide, and, by 2008, the worldwide hedge fund industry held US$1.93 trillion in assets under management (AUM). However, the financial crisis of 2007–2008 caused many hedge funds to restrict investor withdrawals and their popularity and AUM totals declined. AUM totals rebounded and in April 2011 were estimated at almost $2 trillion. , 61% of worldwide investment in hedge funds came from institutional sources. In June 2011, the hedge fund management firms with the greatest AUM were Bridgewater Associates (US$58.9 billion), Man Group (US$39.2 billion), Paulson & Co. (US$35.1 billion), Brevan Howard (US$31 billion), and Och-Ziff (US$29.4 billion). Bridgewater Associates had $70 billion in assets under management . At the end of that year, the 241 largest hedge fund firms in the United States collectively held $1.335 trillion. In April 2012, the hedge fund industry reached a record high of US$2.13 trillion total assets under management. In the middle of the 2010s, the hedge fund industry experienced a general decline in the "old guard" fund managers. Dan Loeb called it a "hedge fund killing field" due to the classic long/short falling out of favor because of unprecedented easing by central banks. The US stock market correlation became untenable to short sellers. The hedge fund industry today has reached a state of maturity that is consolidating around the larger, more established firms such as Citadel, Elliot, Millennium, Bridgewater, and others. The rate of new fund start ups is now outpaced by fund closings. In July 2017, hedge funds recorded their eighth consecutive monthly gain in returns with assets under management rising to a record $3.1 trillion. Notable hedge fund managers In 2015, Forbes listed: John Meriwether of Long-Term Capital Management, most successful returns from 27% to 59% through 1993 to 1998 until its collapse and liquidation. George Soros of Quantum Group of Funds Ray Dalio of Bridgewater Associates, the world's largest hedge fund firm with US$160 billion in assets under management as of 2017 Steve Cohen of Point72 Asset Management, formerly known as founder of SAC Capital Advisors John Paulson of Paulson & Co., whose hedge funds as of December 2015 had $19 billion assets under management David Tepper of Appaloosa Management Paul Tudor Jones of Tudor Investment Corporation Daniel Och of Och-Ziff Capital Management Group with more than $40 billion in assets under management in 2013 Israel Englander of Millennium Management, LLC Leon Cooperman of Omega Advisors Michael Platt of BlueCrest Capital Management (UK), Europe's third-largest hedge-fund firm James Dinan of York Capital Management Stephen Mandel of Lone Pine Capital with $26.7 billion under management at end June 2015 Larry Robbins of Glenview Capital Management with $9.2 billion of assets under management as of July 2014 Glenn Dubin of Highbridge Capital Management Paul Singer of Elliott Management Corporation, an activist hedge fund with more than US$23 billion in assets under management in 2013, and a portfolio worth $8.1 billion as of the first quarter of 2015 Michael Hintze of CQS with $14.4 billion of assets under management as of June 2015 David Einhorn of Greenlight Capital as the top 20 billionaire hedge fund managers. Bill Ackman of Pershing Square Capital Management LP Strategies Hedge fund strategies are generally classified among four major categories: global macro, directional, event-driven, and relative value (arbitrage). Strategies within these categories each entail characteristic risk and return profiles. A fund may employ a single strategy or multiple strategies for flexibility, risk management, or diversification. The hedge fund's prospectus, also known as an offering memorandum, offers potential investors information about key aspects of the fund, including the fund's investment strategy, investment type, and leverage limit. The elements contributing to a hedge fund strategy include the hedge fund's approach to the market, the particular instrument use, the market sector the fund specializes in (e.g., healthcare), the method used to select investments, and the amount of diversification within the fund. There are a variety of market approaches to different asset classes, including equity, fixed income, commodity, and currency. Instruments used include equities, fixed income, futures, options, and swaps. Strategies can be divided into those in which investments can be selected by managers, known as "discretionary/qualitative," or those in which investments are selected using a computerized system, known as "systematic/quantitative." The amount of diversification within the fund can vary; funds may be multi-strategy, multi-fund, multi-market, multi-manager, or a combination. Sometimes hedge fund strategies are described as "absolute return" and are classified as either "market neutral" or "directional". Market neutral funds have less correlation to overall market performance by "neutralizing" the effect of market swings whereas directional funds utilize trends and inconsistencies in the market and have greater exposure to the market's fluctuations. Global macro Hedge funds using a global macro investing strategy take sizable positions in share, bond, or currency markets in anticipation of global macroeconomic events in order to generate a risk-adjusted return. Global macro fund managers use macroeconomic ("big picture") analysis based on global market events and trends to identify opportunities for investment that would profit from anticipated price movements. While global macro strategies have a large amount of flexibility (due to their ability to use leverage to take large positions in diverse investments in multiple markets), the timing of the implementation of the strategies is important in order to generate attractive, risk-adjusted returns. Global macro is often categorized as a directional investment strategy. Global macro strategies can be divided into discretionary and systematic approaches. Discretionary trading is carried out by investment managers who identify and select investments, whereas systematic trading is based on mathematical models and executed by software with limited human involvement beyond the programming and updating of the software. These strategies can also be divided into trend or counter-trend approaches depending on whether the fund attempts to profit from following market trend (long or short-term) or attempts to anticipate and profit from reversals in trends. Within global macro strategies, there are further sub-strategies including "systematic diversified", in which the fund trades in diversified markets, or sector specialists such as "systematic currency", in which the fund trades in foreign exchange markets or any other sector specialisition. Other sub-strategies include those employed by commodity trading advisors (CTAs), where the fund trades in futures (or options) in commodity markets or in swaps. This is also known as a "managed future fund". CTAs trade in commodities (such as gold) and financial instruments, including stock indices. They also take both long and short positions, allowing them to make profit in both market upswings and downswings. Most global macro managers tends to be a CTA from a regulatory perspective and the main divide is between systematic and discretionary strategies. A classification framework for CTA/Macro Strategies can be found in the reference. Directional Directional investment strategies use market movements, trends, or inconsistencies when picking stocks across a variety of markets. Computer models can be used, or fund managers will identify and select investments. These types of strategies have a greater exposure to the fluctuations of the overall market than do market neutral strategies. Directional hedge fund strategies include US and international long/short equity hedge funds, where long equity positions are hedged with short sales of equities or equity index options. Within directional strategies, there are a number of sub-strategies. "Emerging markets" funds focus on emerging markets such as China and India, whereas "sector funds" specialize in specific areas including technology, healthcare, biotechnology, pharmaceuticals, energy, and basic materials. Funds using a "fundamental growth" strategy invest in companies with more earnings growth than the overall stock market or relevant sector, while funds using a "fundamental value" strategy invest in undervalued companies. Funds that use quantitative and financial signal processing techniques for equity trading are described as using a "quantitative directional" strategy. Funds using a "short bias" strategy take advantage of declining equity prices using short positions. Event-driven Event-driven strategies concern situations in which the underlying investment opportunity and risk are associated with an event. An event-driven investment strategy finds investment opportunities in corporate transactional events such as consolidations, acquisitions, recapitalizations, bankruptcies, and liquidations. Managers employing such a strategy capitalize on valuation inconsistencies in the market before or after such events, and take a position based on the predicted movement of the security or securities in question. Large institutional investors such as hedge funds are more likely to pursue event-driven investing strategies than traditional equity investors because they have the expertise and resources to analyze corporate transactional events for investment opportunities. Corporate transactional events generally fit into three categories: distressed securities, risk arbitrage, and special situations. Distressed securities include such events as restructurings, recapitalizations, and bankruptcies. A distressed securities investment strategy involves investing in the bonds or loans of companies facing bankruptcy or severe financial distress, when these bonds or loans are being traded at a discount to their value. Hedge fund managers pursuing the distressed debt investment strategy aim to capitalize on depressed bond prices. Hedge funds purchasing distressed debt may prevent those companies from going bankrupt, as such an acquisition deters foreclosure by banks. While event-driven investing, in general, tends to thrive during a bull market, distressed investing works best during a bear market. Risk arbitrage or merger arbitrage includes such events as mergers, acquisitions, liquidations, and hostile takeovers. Risk arbitrage typically involves buying and selling the stocks of two or more merging companies to take advantage of market discrepancies between acquisition price and stock price. The risk element arises from the possibility that the merger or acquisition will not go ahead as planned; hedge fund managers will use research and analysis to determine if the event will take place. Special situations are events that impact the value of a company's stock, including the restructuring of a company or corporate transactions including spin-offs, share buy backs, security issuance/repurchase, asset sales, or other catalyst-oriented situations. To take advantage of special situations the hedge fund manager must identify an upcoming event that will increase or decrease the value of the company's equity and equity-related instruments. Other event-driven strategies include credit arbitrage strategies, which focus on corporate fixed income securities; an activist strategy, where the fund takes large positions in companies and uses the ownership to participate in the management; a strategy based on predicting the final approval of new pharmaceutical drugs; and legal catalyst strategy, which specializes in companies involved in major lawsuits. Relative value Relative value arbitrage strategies take advantage of relative discrepancies in price between securities. The price discrepancy can occur due to mispricing of securities compared to related securities, the underlying security or the market overall. Hedge fund managers can use various types of analysis to identify price discrepancies in securities, including mathematical, technical, or fundamental techniques. Relative value is often used as a synonym for market neutral, as strategies in this category typically have very little or no directional market exposure to the market as a whole. Other relative value sub-strategies include: Fixed income arbitrage: exploit pricing inefficiencies between related fixed income securities. Equity market neutral: exploit differences in stock prices by being long and short in stocks within the same sector, industry, market capitalization, country, which also creates a hedge against broader market factors. Convertible arbitrage: exploit pricing inefficiencies between convertible securities and the corresponding stocks. Asset-backed securities (fixed-income asset-backed): fixed income arbitrage strategy using asset-backed securities. Credit long/short: the same as long/short equity, but in credit markets instead of equity markets. Statistical arbitrage: identifying pricing inefficiencies between securities through mathematical modeling techniques Volatility arbitrage: exploit the change in volatility, instead of the change in price. Yield alternatives: non-fixed income arbitrage strategies based on the yield, instead of the price. Regulatory arbitrage: exploit regulatory differences between two or more markets. Risk arbitrage: exploit market discrepancies between acquisition price and stock price. Value investing: buying securities that appear underpriced by some form of fundamental analysis. Miscellaneous In addition to those strategies within the four main categories, there are several strategies that do not entirely fit into these categories. Fund of hedge funds (multi-manager): a hedge fund with a diversified portfolio of numerous underlying single-manager hedge funds. Multi-manager: a hedge fund wherein the investment is spread along separate sub-managers investing in their own strategy. Multi-strategy: a hedge fund using a combination of different strategies. 130-30 funds: equity funds with 130% long and 30% short positions, leaving a net long position of 100%. Risk parity: equalizing risk by allocating funds to a wide range of categories while maximizing gains through financial leveraging. AI-driven: using sophisticated machine learning models and sometimes big data. Risk For an investor who already holds large quantities of equities and bonds, investment in hedge funds may provide diversification and reduce the overall portfolio risk. Managers of hedge funds often aim to produce returns that are relatively uncorrelated with market indices and are consistent with investors' desired level of risk. While hedging can reduce some risks of an investment it usually increases others, such as operational risk and model risk, so overall risk is reduced but cannot be eliminated. According to a report by the Hennessee Group, hedge funds were approximately one-third less volatile than the S&P 500 between 1993 and 2010. Risk management Investors in hedge funds are, in most countries, required to be qualified investors who are assumed to be aware of the investment risks, and accept these risks because of the potential returns relative to those risks. Fund managers may employ extensive risk management strategies in order to protect the fund and investors. According to the Financial Times, "big hedge funds have some of the most sophisticated and exacting risk management practices anywhere in asset management." Hedge fund managers that hold a large number of investment positions for short periods are likely to have a particularly comprehensive risk management system in place, and it has become usual for funds to have independent risk officers who assess and manage risks but are not otherwise involved in trading. A variety of different measurement techniques and models are used to estimate risk according to the fund's leverage, liquidity, and investment strategy. Non-normality of returns, volatility clustering and trends are not always accounted for by conventional risk measurement methodologies and so in addition to value at risk and similar measurements, funds may use integrated measures such as drawdowns. In addition to assessing the market-related risks that may arise from an investment, investors commonly employ operational due diligence to assess the risk that error or fraud at a hedge fund might result in a loss to the investor. Considerations will include the organization and management of operations at the hedge fund manager, whether the investment strategy is likely to be sustainable, and the fund's ability to develop as a company. Transparency, and regulatory considerations Since hedge funds are private entities and have few public disclosure requirements, this is sometimes perceived as a lack of transparency. Another common perception of hedge funds is that their managers are not subject to as much regulatory oversight and/or registration requirements as other financial investment managers, and more prone to manager-specific idiosyncratic risks such as style drifts, faulty operations, or fraud. New regulations introduced in the US and the EU as of 2010 required hedge fund managers to report more information, leading to greater transparency. In addition, investors, particularly institutional investors, are encouraging further developments in hedge fund risk management, both through internal practices and external regulatory requirements. The increasing influence of institutional investors has led to greater transparency: hedge funds increasingly provide information to investors including valuation methodology, positions, and leverage exposure. Risks shared with other investment types Hedge funds share many of the same types of risk as other investment classes, including liquidity risk and manager risk. Liquidity refers to the degree to which an asset can be bought and sold or converted to cash; similar to private-equity funds, hedge funds employ a lock-up period during which an investor cannot remove money. Manager risk refers to those risks which arise from the management of funds. As well as specific risks such as style drift, which refers to a fund manager "drifting" away from an area of specific expertise, manager risk factors include valuation risk, capacity risk, concentration risk, and leverage risk. Valuation risk refers to the concern that the net asset value (NAV) of investments may be inaccurate; capacity risk can arise from placing too much money into one particular strategy, which may lead to fund performance deterioration; and concentration risk may arise if a fund has too much exposure to a particular investment, sector, trading strategy, or group of correlated funds. These risks may be managed through defined controls over conflict of interest, restrictions on allocation of funds, and set exposure limits for strategies. Many investment funds use leverage, the practice of borrowing money, trading on margin, or using derivatives to obtain market exposure in excess of that provided by investors' capital. Although leverage can increase potential returns, the opportunity for larger gains is weighed against the possibility of greater losses. Hedge funds employing leverage are likely to engage in extensive risk management practices. In comparison with investment banks, hedge fund leverage is relatively low; according to a National Bureau of Economic Research working paper, the average leverage for investment banks is 14.2, compared to between 1.5 and 2.5 for hedge funds. Some types of funds, including hedge funds, are perceived as having a greater appetite for risk, with the intention of maximizing returns, subject to the risk tolerance of investors and the fund manager. Managers will have an additional incentive to increase risk oversight when their own capital is invested in the fund. Fees and remuneration Fees paid to hedge funds Hedge fund management firms typically charge their funds both a management fee and a performance fee. Management fees are calculated as a percentage of the fund's net asset value and typically range from 1% to 4% per annum, with 2% being standard. They are usually expressed as an annual percentage, but calculated and paid monthly or quarterly. Management fees for hedge funds are designed to cover the operating costs of the manager, whereas the performance fee provides the manager's profits. However, due to economies of scale the management fee from larger funds can generate a significant part of a manager's profits, and as a result some fees have been criticized by some public pension funds, such as CalPERS, for being too high. The performance fee is typically 20% of the fund's profits during any year, though performance fees range between 10% and 50%. Performance fees are intended to provide an incentive for a manager to generate profits. Performance fees have been criticized by Warren Buffett, who believes that because hedge funds share only the profits and not the losses, such fees create an incentive for high-risk investment management. Performance fee rates have fallen since the start of the credit crunch. Almost all hedge fund performance fees include a "high water mark" (or "loss carryforward provision"), which means that the performance fee only applies to net profits (i.e., profits after losses in previous years have been recovered). This prevents managers from receiving fees for volatile performance, though a manager will sometimes close a fund that has suffered serious losses and start a new fund, rather than attempt to recover the losses over a number of years without a performance fee. Some performance fees include a "hurdle", so that a fee is only paid on the fund's performance in excess of a benchmark rate (e.g., LIBOR) or a fixed percentage. The hurdle is usually tied to a benchmark rate such as Libor or the one-year Treasury bill rate plus a spread. A "soft" hurdle means the performance fee is calculated on all the fund's returns if the hurdle rate is cleared. A "hard" hurdle is calculated only on returns above the hurdle rate. By example the manager sets a hurdle rate equal to 5%, and the fund return 15%, incentive fees would only apply to the 10% above the hurdle rate. A hurdle is intended to ensure that a manager is only rewarded if the fund generates returns in excess of the returns that the investor would have received if they had invested their money elsewhere. Some hedge funds charge a redemption fee (or withdrawal fee) for early withdrawals during a specified period of time (typically a year), or when withdrawals exceed a predetermined percentage of the original investment. The purpose of the fee is to discourage short-term investing, reduce turnover, and deter withdrawals after periods of poor performance. Unlike management fees and performance fees, redemption fees are usually kept by the fund and redistributed to all investors. Remuneration of portfolio managers Hedge fund management firms are often owned by their portfolio managers, who are therefore entitled to any profits that the business makes. As management fees are intended to cover the firm's operating costs, performance fees (and any excess management fees) are generally distributed to the firm's owners as profits. Funds do not tend to report compensation, and so published lists of the amounts earned by top managers tend to be estimates based on factors such as the fees charged by their funds and the capital they are thought to have invested in them. Many managers have accumulated large stakes in their own funds and so top hedge fund managers can earn extraordinary amounts of money, perhaps up to $4 billion in a good year. Earnings at the very top are higher than in any other sector of the financial industry, and collectively the top 25 hedge fund managers regularly earn more than all 500 of the chief executives in the S&P 500. Most hedge fund managers are remunerated much less, however, and if performance fees are not earned then small managers at least are unlikely to be paid significant amounts. In 2011, the top manager earned $3 billion , the tenth earned $210 million, and the 30th earned $80 million. In 2011, the average earnings for the 25 highest-compensated hedge fund managers in the United States was $576 million while the mean total compensation for all hedge fund investment professionals was $690,786 and the median was $312,329. The same figures for hedge fund CEOs were $1,037,151 and $600,000, and for chief investment officers were $1,039,974 and $300,000, respectively. Of the 1,226 people on the Forbes World's Billionaires List for 2012, 36 of the financiers listed "derived significant chunks" of their wealth from hedge fund management. Among the richest 1,000 people in the United Kingdom, 54 were hedge fund managers, according to the Sunday Times Rich List for 2012. A porfolio manager risks losing his past compensation if he engages in insider trading. In Morgan Stanley v. Skowron, 989 F. Supp. 2d 356 (S.D.N.Y. 2013), applying New York's faithless servant doctrine, the court held that a hedge fund's portfolio manager engaging in insider trading in violation of his company's code of conduct, which also required him to report his misconduct, must repay his employer the full $31 million his employer paid him as compensation during his period of faithlessness. The court called the insider trading the "ultimate abuse of a portfolio manager's position." The judge also wrote: "In addition to exposing Morgan Stanley to government investigations and direct financial losses, Skowron's behavior damaged the firm's reputation, a valuable corporate asset." Structure A hedge fund is an investment vehicle that is most often structured as an offshore corporation, limited partnership, or limited liability company. The fund is managed by an investment manager in the form of an organization or company that is legally and financially distinct from the hedge fund and its portfolio of assets. Many investment managers utilize service providers for operational support. Service providers include prime brokers, banks, administrators, distributors, and accounting firms. Prime broker Prime brokers clear trades and provide leverage and short-term financing. They are usually divisions of large investment banks. The prime broker acts as a counterparty to derivative contracts, and lends securities for particular investment strategies, such as long/short equities and convertible bond arbitrage. It can provide custodial services for the fund's assets, and execution and clearing services for the hedge fund manager. Administrator Hedge fund administrators are typically responsible for valuation services, and often operations, and accounting. Calculation of the net asset value ("NAV") by the administrator, including the pricing of securities at current market value and calculation of the fund's income and expense accruals, is a core administrator task, because it is the price at which investors buy and sell shares in the fund. The accurate and timely calculation of NAV by the administrator is vital. The case of Anwar v. Fairfield Greenwich (SDNY 2015) is the major case relating to fund administrator liability for failure to handle its NAV-related obligations properly. There, the hedge fund administrator and other defendants settled in 2016 by paying the Anwar investor plaintiffs $235 million. Administrator back office support allows fund managers to concentrate on trades. Administrators also process subscriptions and redemptions and perform various shareholder services. Hedge funds in the United States are not required to appoint an administrator and all of these functions can be performed by an investment manager. A number of conflict of interest situations may arise in this arrangement, particularly in the calculation of a fund's net asset value. Most funds employ external auditors, thereby arguably offering a greater degree of transparency. Auditor An auditor is an independent accounting firm used to perform a complete audit the fund's financial statements. The year-end audit is performed in accordance with the standard accounting practices enforced within the country in which the fund it established, typically US GAAP or the International Financial Reporting Standards (IFRS). The auditor may verify the fund's NAV and assets under management (AUM). Some auditors only provide "NAV lite" services, meaning that the valuation is based on prices received from the manager rather than an independent assessment. Distributor A distributor is an underwriter, broker, dealer, or other person who participates in the distribution of securities. The distributor is also responsible for marketing the fund to potential investors. Many hedge funds do not have distributors, and in such cases the investment manager will be responsible for distribution of securities and marketing, though many funds also use placement agents and broker-dealers for distribution. Domicile and taxation The legal structure of a specific hedge fund, in particular its domicile and the type of legal entity in use, is usually determined by the tax expectations of the fund's investors. Regulatory considerations will also play a role. Many hedge funds are established in offshore financial centers to avoid adverse tax consequences for its foreign and tax-exempt investors. Offshore funds that invest in the US typically pay withholding taxes on certain types of investment income, but not US capital gains tax. However, the fund's investors are subject to tax in their own jurisdictions on any increase in the value of their investments. This tax treatment promotes cross-border investments by limiting the potential for multiple jurisdictions to layer taxes on investors. US tax-exempt investors (such as pension plans and endowments) invest primarily in offshore hedge funds to preserve their tax exempt status and avoid unrelated business taxable income. The investment manager, usually based in a major financial center, pays tax on its management fees per the tax laws of the state and country where it is located. In 2011, half of the existing hedge funds were registered offshore and half onshore. The Cayman Islands was the leading location for offshore funds, accounting for 34% of the total number of global hedge funds. The US had 24%, Luxembourg 10%, Ireland 7%, the British Virgin Islands 6%, and Bermuda had 3%. Basket options The US Senate Permanent Subcommittee on Investigations chaired by Carl Levin issued a 2014 report that found that from 1998 and 2013, hedge funds avoided billions of dollars in taxes by using basket options. The Internal Revenue Service began investigating Renaissance Technologies in 2009, and Levin criticized the IRS for taking six years to investigate the company. Using basket options Renaissance avoided "more than $6 billion in taxes over more than a decade". A dozen other hedge funds along with Renaissance Technologies used Deutsche Bank's and Barclays' basket options. Renaissance argued that basket options were "extremely important because they gave the hedge fund the ability to increase its returns by borrowing more and to protect against model and programming failures". In July 2015, the United States Internal Revenue claimed hedge funds used basket options "to bypass taxes on short-term trades". These basket options will now be labeled as listed transactions that must be declared on tax returns, and a failure to do would result in a penalty. Investment manager locations In contrast to the funds themselves, investment managers are primarily located onshore. The United States remains the largest center of investment with US-based funds managing around 70% of global assets at the end of 2011. As of April 2012, there were approximately 3,990 investment advisers managing one or more private hedge funds registered with the Securities and Exchange Commission. New York City and the Gold Coast area of Connecticut are the leading locations for US hedge fund managers. London was Europe's leading center for hedge fund managers, but since the Brexit referendum some formerly London-based hedge funds have relocated to other European financial centers such as Frankfurt, Luxembourg, Paris, and Dublin, while some other hedge funds have moved their European head offices back to New York City. Before Brexit, according to EuroHedge data, around 800 funds located in the UK had managed 85% of European-based hedge fund assets in 2011. Interest in hedge funds in Asia has increased significantly since 2003, especially in Japan, Hong Kong, and Singapore. After Brexit, Europe and the US remain the leading locations for the management of Asian hedge fund assets. Legal entity Hedge fund legal structures vary depending on location and the investor(s). US hedge funds aimed at US-based, taxable investors are generally structured as limited partnerships or limited liability companies. Limited partnerships and other flow-through taxation structures assure that investors in hedge funds are not subject to both entity-level and personal-level taxation. A hedge fund structured as a limited partnership must have a general partner. The general partner may be an individual or a corporation. The general partner serves as the manager of the limited partnership, and has unlimited liability. The limited partners serve as the fund's investors, and have no responsibility for management or investment decisions. Their liability is limited to the amount of money they invest for partnership interests. As an alternative to a limited partnership arrangement, U.S. domestic hedge funds may be structured as limited liability companies, with members acting as corporate shareholders and enjoying protection from individual liability. By contrast, offshore corporate funds are usually used for non-US investors, and when they are domiciled in an applicable offshore tax haven, no entity-level tax is imposed. Many managers of offshore funds permit the participation of tax-exempt US investors, such as pensions funds, institutional endowments, and charitable trusts. As an alternative legal structure, offshore funds may be formed as an open-ended unit trust using an unincorporated mutual fund structure. Japanese investors prefer to invest in unit trusts, such as those available in the Cayman Islands. The investment manager who organizes the hedge fund may retain an interest in the fund, either as the general partner of a limited partnership or as the holder of "founder shares" in a corporate fund. For offshore funds structured as corporate entities, the fund may appoint a board of directors. The board's primary role is to provide a layer of oversight while representing the interests of the shareholders. However, in practice board members may lack sufficient expertise to be effective in performing those duties. The board may include both affiliated directors who are employees of the fund and independent directors whose relationship to the fund is limited. Types of funds Open-ended hedge funds continue to issue shares to new investors and allow periodic withdrawals at the net asset value ("NAV") for each share. Closed-ended hedge funds issue a limited number of tradeable shares at inception. Shares of Listed hedges funds are traded on stock exchanges, such as the Irish Stock Exchange, and may be purchased by non-accredited investors. Side pockets A side pocket is a mechanism whereby a fund compartmentalizes assets that are relatively illiquid or difficult to value reliably. When an investment is side-pocketed, its value is calculated separately from the value of the fund's main portfolio. Because side pockets are used to hold illiquid investments, investors do not have the standard redemption rights with respect to the side pocket investment that they do with respect to the fund's main portfolio. Profits or losses from the investment are allocated on a pro rata basis only to those who are investors at the time the investment is placed into the side pocket and are not shared with new investors. Funds typically carry side pocket assets "at cost" for purposes of calculating management fees and reporting net asset values. This allows fund managers to avoid attempting a valuation of the underlying investments, which may not always have a readily available market value. Side pockets were widely used by hedge funds during the financial crisis of 2007–2008 amidst a flood of withdrawal requests. Side pockets allowed fund managers to lay away illiquid securities until market liquidity improved, a move that could reduce losses. However, as the practice restricts investors' ability to redeem their investments it is often unpopular and many have alleged that it has been abused or applied unfairly. The SEC also has expressed concern about aggressive use of side pockets and has sanctioned certain fund managers for inappropriate use of them. Regulation Hedge funds must abide by the national, federal, and state regulatory laws in their respective locations. The U.S. regulations and restrictions that apply to hedge funds differ from those that apply to its mutual funds. Mutual funds, unlike hedge funds and other private funds, are subject to the Investment Company Act of 1940, which is a highly detailed and extensive regulatory regime. According to a report by the International Organization of Securities Commissions, the most common form of regulation pertains to restrictions on financial advisers and hedge fund managers in an effort to minimize client fraud. On the other hand, U.S. hedge funds are exempt from many of the standard registration and reporting requirements because they only accept accredited investors. In 2010, regulations were enacted in the US and European Union which introduced additional hedge fund reporting requirements. These included the U.S.'s Dodd-Frank Wall Street Reform Act and European Alternative Investment Fund Managers Directive. In 2007, in an effort to engage in self-regulation, 14 leading hedge fund managers developed a voluntary set of international standards in best practice and known as the Hedge Fund Standards they were designed to create a "framework of transparency, integrity and good governance" in the hedge fund industry. The Hedge Fund Standards Board was set up to prompt and maintain these standards going forward, and by 2016 it had approximately 200 hedge fund managers and institutional investors with a value of US $3tn investment endorsing the standards. The Managed Funds Association is a US-based trade association, while the Alternative Investment Management Association is the primarily European counterpart. United States Hedge funds within the US are subject to regulatory, reporting, and record-keeping requirements. Many hedge funds also fall under the jurisdiction of the Commodity Futures Trading Commission, and are subject to rules and provisions of the 1922 Commodity Exchange Act, which prohibits fraud and manipulation. The Securities Act of 1933 required companies to file a registration statement with the SEC to comply with its private placement rules before offering their securities to the public, and most traditional hedge funds in the United States are offered effectively as private placement offerings. The Securities Exchange Act of 1934 required a fund with more than 499 investors to register with the SEC. The Investment Advisers Act of 1940 contained anti-fraud provisions that regulated hedge fund managers and advisers, created limits for the number and types of investors, and prohibited public offerings. The Act also exempted hedge funds from mandatory registration with the SEC when selling to accredited investors with a minimum of US$5 million in investment assets. Companies and institutional investors with at least US$25 million in investment assets also qualified. In December 2004, the SEC began requiring hedge fund advisers, managing more than US$25 million and with more than 14 investors, to register with the SEC under the Investment Advisers Act. The SEC stated that it was adopting a "risk-based approach" to monitoring hedge funds as part of its evolving regulatory regime for the burgeoning industry. The new rule was controversial, with two Commissioners dissenting, and was later challenged in court by a hedge fund manager. In June 2006, the U.S. Court of Appeals for the District of Columbia overturned the rule and sent it back to the agency to be reviewed. In response to the court decision, in 2007 the SEC adopted Rule 206(4)-8, which unlike the earlier-challenged rule, "does not impose additional filing, reporting or disclosure obligations" but does potentially increase "the risk of enforcement action" for negligent or fraudulent activity. Hedge fund managers with at least US$100 million in assets under management are required to file publicly quarterly reports disclosing ownership of registered equity securities and are subject to public disclosure if they own more than 5% of the class of any registered equity security. Registered advisers must report their business practices and disciplinary history to the SEC and to their investors. They are required to have written compliance policies, a chief compliance officer, and their records and practices may be examined by the SEC. The U.S.'s Dodd-Frank Wall Street Reform Act was passed in July 2010 and requires SEC registration of advisers who manage private funds with more than US$150 million in assets. Registered managers must file Form ADV with the SEC, as well as information regarding their assets under management and trading positions. Previously, advisers with fewer than 15 clients were exempt, although many hedge fund advisers voluntarily registered with the SEC to satisfy institutional investors. Under Dodd-Frank, investment advisers with less than US$100 million in assets under management became subject to state regulation. This increased the number of hedge funds under state supervision. Overseas advisers who managed more than US$25 million were also required to register with the SEC. The Act requires hedge funds to provide information about their trades and portfolios to regulators including the newly created Financial Stability Oversight Council. In this regard, most hedge funds and other private funds, including private-equity funds, must file Form PF with the SEC, which is an extensive reporting form with substantial data on the funds' activities and positions. Under the "Volcker Rule," regulators are also required to implement regulations for banks, their affiliates, and holding companies to limit their relationships with hedge funds and to prohibit these organizations from proprietary trading, and to limit their investment in, and sponsorship of, hedge funds. Europe Within the European Union (EU), hedge funds are primarily regulated through their managers. In the United Kingdom, where 80% of Europe's hedge funds are based, hedge fund managers are required to be authorised and regulated by the Financial Conduct Authority (FCA). Each country has its own specific restrictions on hedge fund activities, including controls on use of derivatives in Portugal, and limits on leverage in France. In the EU, managers are subject to the EU's Directive on Alternative Investment Fund Managers (AIFMD). According to the EU, the aim of the directive is to provide greater monitoring and control of alternative investment funds. AIFMD requires all EU hedge fund managers to register with national regulatory authorities and to disclose more information, on a more frequent basis. It also directs hedge fund managers to hold larger amounts of capital. AIFMD also introduced a "passport" for hedge funds authorised in one EU country to operate throughout the EU. The scope of AIFMD is broad and encompasses managers located within the EU as well as non-EU managers that market their funds to European investors. An aspect of AIFMD which challenges established practices in the hedge funds sector is the potential restriction of remuneration through bonus deferrals and clawback provisions. Offshore Some hedge funds are established in offshore centres, such as the Cayman Islands, Dublin, Luxembourg, Singapore the British Virgin Islands, and Bermuda, which have different regulations concerning non-accredited investors, client confidentiality, and fund manager independence. South Africa In South Africa, investment fund managers must be approved by, and register with, the Financial Services Board (FSB). Performance Measurement Performance statistics for individual hedge funds are difficult to obtain, as the funds have historically not been required to report their performance to a central repository, and restrictions against public offerings and advertisement have led many managers to refuse to provide performance information publicly. However, summaries of individual hedge fund performance are occasionally available in industry journals and databases. One estimate is that the average hedge fund returned 11.4% per year, representing a 6.7% return above overall market performance before fees, based on performance data from 8,400 hedge funds. Another estimate is that between January 2000 and December 2009 hedge funds outperformed other investments and were substantially less volatile, with stocks falling an average of 2.62% per year over the decade and hedge funds rising an average of 6.54% per year; this was an unusually volatile period with both the 2001-2002 dot-com bubble and a recession beginning mid 2007. However, more recent data show that hedge fund performance declined and underperformed the market from about 2009 to 2016. Hedge funds performance is measured by comparing their returns to an estimate of their risk. Common measures are the Sharpe ratio, Treynor measure and Jensen's alpha. These measures work best when returns follow normal distributions without autocorrelation, and these assumptions are often not met in practice. New performance measures have been introduced that attempt to address some of theoretical concerns with traditional indicators, including: modified Sharpe ratios; the Omega ratio introduced by Keating and Shadwick in 2002; Alternative Investments Risk Adjusted Performance (AIRAP) published by Sharma in 2004; and Kappa developed by Kaplan and Knowles in 2004. Sector-size effect There is a debate over whether alpha (the manager's skill element in performance) has been diluted by the expansion of the hedge fund industry. Two reasons are given. First, the increase in traded volume may have been reducing the market anomalies that are a source of hedge fund performance. Second, the remuneration model is attracting more managers, which may dilute the talent available in the industry. Hedge fund indices Indices play a central and unambiguous role in traditional asset markets, where they are widely accepted as representative of their underlying portfolios. Equity and debt index fund products provide investable access to most developed markets in these asset classes. Hedge fund indices are more problematic. The typical hedge fund is not traded on exchange, will accept investments only at the discretion of the manager, and does not have an obligation to publish returns. Despite these challenges, Non-investable, Investable, and Clone indices have been developed. Non-investable indices Non-investable indices are indicative in nature and aim to represent the performance of some database of hedge funds using some measure such as mean, median, or weighted mean from a hedge fund database. The databases have diverse selection criteria and methods of construction, and no single database captures all funds. This leads to significant differences in reported performance between different indices. Although they aim to be representative, non-investable indices suffer from a lengthy and largely unavoidable list of biases. Funds' participation in a database is voluntary, leading to self-selection bias because those funds that choose to report may not be typical of funds as a whole. For example, some do not report because of poor results or because they have already reached their target size and do not wish to raise further money. The short lifetimes of many hedge funds mean that there are many new entrants and many departures each year, which raises the problem of survivorship bias. If we examine only funds that have survived to the present, we will overestimate past returns because many of the worst-performing funds have not survived, and the observed association between fund youth and fund performance suggests that this bias may be substantial. When a fund is added to a database for the first time, all or part of its historical data is recorded ex-post in the database. It is likely that funds only publish their results when they are favorable, so that the average performances displayed by the funds during their incubation period are inflated. This is known as "instant history bias" or "backfill bias". Investable indices Investable indices are an attempt to reduce these problems by ensuring that the return of the index is available to shareholders. To create an investable index, the index provider selects funds and develops structured products or derivative instruments that deliver the performance of the index. When investors buy these products the index provider makes the investments in the underlying funds, making an investable index similar in some ways to a fund of hedge funds portfolio. To make the index investable, hedge funds must agree to accept investments on the terms given by the constructor. To make the index liquid, these terms must include provisions for redemptions that some managers may consider too onerous to be acceptable. This means that investable indices do not represent the total universe of hedge funds. Most seriously, they under-represent more successful managers, who typically refuse to accept such investment protocols. Hedge fund replication The most recent addition to the field approaches the problem in a different manner. Instead of reflecting the performance of actual hedge funds, they take a statistical approach to the analysis of historic hedge fund returns and use this to construct a model of how hedge fund returns respond to the movements of various investable financial assets. This model is then used to construct an investable portfolio of those assets. This makes the index investable, and in principle, they can be as representative as the hedge fund database from which they were constructed. However, these clone indices rely on a statistical modelling process. Such indices have too short a history to state whether this approach will be considered successful. Closures In March 2017, HFR – a hedge fund research data and service provider – reported that there were more hedge-fund closures in 2016 than during the 2009 recession. According to the report, several large public pension funds pulled their investments in hedge funds, because the funds’ subpar performance as a group did not merit the high fees they charged. Despite the hedge fund industry topping $3 trillion for the first time ever in 2016, the number of new hedge funds launched fell short of levels before the financial crisis of 2007–2008. There were 729 hedge fund launches in 2016, fewer than the 784 opened in 2009, and dramatically fewer than the 968 launches in 2015. Debates and controversies Systemic risk Systemic risk refers to the risk of instability across the entire financial system, as opposed to within a single company. Such risk may arise following a destabilizing event or events affecting a group of financial institutions linked through investment activity. Organizations such as the European Central Bank have charged that hedge funds pose systemic risks to the financial sector, and following the failure of hedge fund Long-Term Capital Management (LTCM) in 1998 there was widespread concern about the potential for systemic risk if a hedge fund failure led to the failure of its counterparties. (As it happens, no financial assistance was provided to LTCM by the US Federal Reserve, so there was no direct cost to US taxpayers, but a large bailout had to be mounted by a number of financial institutions.) However, these claims are widely disputed by the financial industry, who typically regard hedge funds as "small enough to fail", since most are relatively small in terms of the assets they manage and operate with low leverage, thereby limiting the potential harm to the economic system should one of them fail. Formal analysis of hedge fund leverage before and during the financial crisis of 2007–2008 suggests that hedge fund leverage is both fairly modest and counter-cyclical to the market leverage of investment banks and the larger financial sector. Hedge fund leverage decreased prior to the financial crisis, even while the leverage of other financial intermediaries continued to increase. Hedge funds fail regularly, and numerous hedge funds failed during the financial crisis. In testimony to the US House Financial Services Committee in 2009, Ben Bernanke, the Federal Reserve Board Chairman said he "would not think that any hedge fund or private-equity fund would become a systemically critical firm individually". This does leave the possibility that hedge funds collectively might contribute to systemic risk if they exhibit herd or self-coordinating behavior, perhaps because many hedge funds make losses in similar trades. This coupled with the extensive use of leverage could lead to forced liquidations in a crisis. Hedge funds are also closely connected to their prime brokers, typically investment banks, can could contribute to their instability in a crisis, though this works both ways and failing counterparty banks can freeze hedge funds assets, as Lehman brothers did in 2008. An August 2012 survey by the Financial Services Authority concluded that risks were limited and had reduced as a result, inter alia, of larger margins being required by counterparty banks, but might change rapidly according to market conditions. In stressed market conditions, investors might suddenly withdraw large sums, resulting in forced asset sales. This might cause liquidity and pricing problems if it occurred across a number of funds or in one large highly leveraged fund. Transparency Hedge funds are structured to avoid most direct regulation (although their managers may be regulated), and are not required to publicly disclose their investment activities, except to the extent that investors generally are subject to disclosure requirements. This is in contrast to a regulated mutual fund or exchange-traded fund, which will typically have to meet regulatory requirements for disclosure. An investor in a hedge fund usually has direct access to the investment adviser of the fund, and may enjoy more personalized reporting than investors in retail investment funds. This may include detailed discussions of risks assumed and significant positions. However, this high level of disclosure is not available to non-investors, contributing to hedge funds' reputation for secrecy, while some hedge funds have very limited transparency even to investors. Funds may choose to report some information in the interest of recruiting additional investors. Much of the data available in consolidated databases is self-reported and unverified. A study was done on two major databases containing hedge fund data. The study noted that 465 common funds had significant differences in reported information (e.g., returns, inception date, net assets value, incentive fee, management fee, investment styles, etc.) and that 5% of return numbers and 5% of NAV numbers were dramatically different. With these limitations, investors have to do their own research, which may cost on the scale of US$50,000 for a fund that is not well-established. A lack of verification of financial documents by investors or by independent auditors has, in some cases, assisted in fraud. In the mid-2000s, Kirk Wright of International Management Associates was accused of mail fraud and other securities violations which allegedly defrauded clients of close to US$180 million. In December 2008, Bernard Madoff was arrested for running a US$50 billion Ponzi scheme that closely resembled a hedge fund and was incorrectly described as one. Several feeder hedge funds, of which the largest was Fairfield Sentry, channeled money to it. Following the Madoff case, the SEC adopted reforms in December 2009 that subjected hedge funds to an audit requirement. The process of matching hedge funds to investors has traditionally been fairly opaque, with investments often driven by personal connections or recommendations of portfolio managers. Many funds disclose their holdings, strategy, and historic performance relative to market indices, giving investors some idea of how their money is being allocated, although individual holdings are often not disclosed. Investors are often drawn to hedge funds by the possibility of realizing significant returns, or hedging against volatility in the market. The complexity and fees associated with hedge funds are causing some to exit the market – Calpers, the largest pension fund in the US, announced plans to completely divest from hedge funds in 2014. Some services are attempting to improve matching between hedge funds and investors: HedgeZ is designed to allow investors to easily search and sort through funds; iMatchative aims to match investors to funds through algorithms that factor in an investor's goals and behavioral profile, in hopes of helping funds and investors understand the how their perceptions and motivations drive investment decisions. Links with analysts In June 2006, prompted by a letter from Gary J. Aguirre, the U.S. Senate Judiciary Committee began an investigation into the links between hedge funds and independent analysts. Aguirre was fired from his job with the SEC when, as lead investigator of insider trading allegations against Pequot Capital Management, he tried to interview John Mack, then being considered for chief executive officer at Morgan Stanley. The Judiciary Committee and the US Senate Finance Committee issued a scathing report in 2007, which found that Aguirre had been illegally fired in reprisal for his pursuit of Mack, and in 2009 the SEC was forced to re-open its case against Pequot. Pequot settled with the SEC for US$28 million, and Arthur J. Samberg, chief investment officer of Pequot, was barred from working as an investment advisor. Pequot closed its doors under the pressure of investigations. The systemic practice of hedge funds submitting periodic electronic questionnaires to stock analysts as a part of market research was reported by The New York Times in July 2012. According to the report, one motivation for the questionnaires was to obtain subjective information not available to the public and possible early notice of trading recommendations that could produce short-term market movements. Value in a mean/variance efficient portfolio According to modern portfolio theory, rational investors will seek to hold portfolios that are mean/variance efficient (that is, portfolios that offer the highest level of return per unit of risk). One of the attractive features of hedge funds (in particular market neutral and similar funds) is that they sometimes have a modest correlation with traditional assets such as equities. This means that hedge funds have a potentially quite valuable role in investment portfolios as diversifiers, reducing overall portfolio risk. However, there are at least three reasons why one might not wish to allocate a high proportion of assets into hedge funds. These reasons are: Hedge funds are highly individual, making it hard to estimate the likely returns or risks. Hedge funds' correlation with other assets tends to rise during stressful market events, making them much less useful for diversification in bad times than they may appear in good times. Hedge fund returns are reduced considerably by the high fees that are typically charged. Several studies have suggested that hedge funds are sufficiently diversifying to merit inclusion in investor portfolios, but this is disputed for example by Mark Kritzman who performed a mean-variance optimization calculation on an opportunity set that consisted of a stock index fund, a bond index fund, and ten hypothetical hedge funds. The optimizer found that a mean-variance efficient portfolio did not contain any allocation to hedge funds, largely because of the impact of performance fees. To demonstrate this, Kritzman repeated the optimization using an assumption that the hedge funds took no performance fees. The result from this second optimization was an allocation of 74% to hedge funds. Hedge funds tend to perform poorly during equity bear markets, just when an investor needs part of their portfolio to add value. For example, in January–September 2008, the Credit Suisse/Tremont Hedge Fund Index returned -9.87%. According to the same index series, even "dedicated short bias" funds returned −6.08% in September 2008, when Lehman Brothers collapsed. See also Activist shareholder Alternative investment Board of directors Corporate governance Fund governance Investment banking List of hedge funds Vulture fund Notes Further reading Thomas P. Lemke, Gerald T. Lins, Kathryn L. Hoenig & Patricia S. Rube, Hedge Funds and Other Private Funds: Regulation and Compliance (Thomson West 2014 ed.). Thomas P. Lemke & Gerald T. Lins, Regulation of Investment Advisers (Thomson West 2014 ed.). Thomas P. Lemke, Gerald T. Lins & A. Thomas Smith III, Regulation of Investment Companies (Matthew Bender 2014 ed.). Marcel Kahan & Edward B. Rock, 'Hedge Funds in Corporate Governance and Corporate Control' (2007) 155 University of Pennsylvania Law Review 1021 Makrem Boumlouka, 'Regulation and Transparency in US OTC Derivative Markets', Original Thoughts Series #1, August 2010, Hedge Fund Society Hedge Fund Society External links Archive of articles on hedge funds controversies in the 21st century, Naked Capitalism Products introduced in 1949 Alternative investment management companies Institutional investors
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A harmonic series (also overtone series) is the sequence of harmonics, musical tones, or pure tones whose frequency is an integer multiple of a fundamental frequency. Pitched musical instruments are often based on an acoustic resonator such as a string or a column of air, which oscillates at numerous modes simultaneously. At the frequencies of each vibrating mode, waves travel in both directions along the string or air column, reinforcing and canceling each other to form standing waves. Interaction with the surrounding air causes audible sound waves, which travel away from the instrument. Because of the typical spacing of the resonances, these frequencies are mostly limited to integer multiples, or harmonics, of the lowest frequency, and such multiples form the harmonic series. The musical pitch of a note is usually perceived as the lowest partial present (the fundamental frequency), which may be the one created by vibration over the full length of the string or air column, or a higher harmonic chosen by the player. The musical timbre of a steady tone from such an instrument is strongly affected by the relative strength of each harmonic. Terminology Partial, harmonic, fundamental, inharmonicity, and overtone A "complex tone" (the sound of a note with a timbre particular to the instrument playing the note) "can be described as a combination of many simple periodic waves (i.e., sine waves) or partials, each with its own frequency of vibration, amplitude, and phase". (See also, Fourier analysis.) A partial is any of the sine waves (or "simple tones", as Ellis calls them when translating Helmholtz) of which a complex tone is composed, not necessarily with an integer multiple of the lowest harmonic. A harmonic is any member of the harmonic series, an ideal set of frequencies that are positive integer multiples of a common fundamental frequency. The fundamental is obviously a harmonic because it is one times itself. A harmonic partial is any real partial component of a complex tone that matches (or nearly matches) an ideal harmonic. An inharmonic partial is any partial that does not match an ideal harmonic. Inharmonicity is a measure of the deviation of a partial from the closest ideal harmonic, typically measured in cents for each partial. Many pitched acoustic instruments are designed to have partials that are close to being whole-number ratios with very low inharmonicity; therefore, in music theory, and in instrument design, it is convenient, although not strictly accurate, to speak of the partials in those instruments' sounds as "harmonics", even though they may have some degree of inharmonicity. The piano, one of the most important instruments of western tradition, contains a certain degree of inharmonicity among the frequencies generated by each string. Other pitched instruments, especially certain percussion instruments, such as marimba, vibraphone, tubular bells, timpani, and singing bowls contain mostly inharmonic partials, yet may give the ear a good sense of pitch because of a few strong partials that resemble harmonics. Unpitched, or indefinite-pitched instruments, such as cymbals and tam-tams make sounds (produce spectra) that are rich in inharmonic partials and may give no impression of implying any particular pitch. An overtone is any partial above the lowest partial. The term overtone does not imply harmonicity or inharmonicity and has no other special meaning other than to exclude the fundamental. It is mostly the relative strength of the different overtones that give an instrument its particular timbre, tone color, or character. When writing or speaking of overtones and partials numerically, care must be taken to designate each correctly to avoid any confusion of one for the other, so the second overtone may not be the third partial, because it is the second sound in a series. Some electronic instruments, such as synthesizers, can play a pure frequency with no overtones (a sine wave). Synthesizers can also combine pure frequencies into more complex tones, such as to simulate other instruments. Certain flutes and ocarinas are very nearly without overtones. Frequencies, wavelengths, and musical intervals in example systems One of the simplest cases to visualise is a vibrating string, as in the illustration; the string has fixed points at each end, and each harmonic mode divides it into an integer number (1, 2, 3, 4, etc.) of equal-sized sections resonating at increasingly higher frequencies. Similar arguments apply to vibrating air columns in wind instruments (for example, "the French horn was originally a valveless instrument that could play only the notes of the harmonic series"), although these are complicated by having the possibility of anti-nodes (that is, the air column is closed at one end and open at the other), conical as opposed to cylindrical bores, or end-openings that run the gamut from no flare, cone flare, or exponentially shaped flares (such as in various bells). In most pitched musical instruments, the fundamental (first harmonic) is accompanied by other, higher-frequency harmonics. Thus shorter-wavelength, higher-frequency waves occur with varying prominence and give each instrument its characteristic tone quality. The fact that a string is fixed at each end means that the longest allowed wavelength on the string (which gives the fundamental frequency) is twice the length of the string (one round trip, with a half cycle fitting between the nodes at the two ends). Other allowed wavelengths are reciprocal multiples (e.g. , , times) that of the fundamental. Theoretically, these shorter wavelengths correspond to vibrations at frequencies that are integer multiples of (e.g. 2, 3, 4 times) the fundamental frequency. Physical characteristics of the vibrating medium and/or the resonator it vibrates against often alter these frequencies. (See inharmonicity and stretched tuning for alterations specific to wire-stringed instruments and certain electric pianos.) However, those alterations are small, and except for precise, highly specialized tuning, it is reasonable to think of the frequencies of the harmonic series as integer multiples of the fundamental frequency. The harmonic series is an arithmetic progression (f, 2f, 3f, 4f, 5f, ...). In terms of frequency (measured in cycles per second, or hertz, where f is the fundamental frequency), the difference between consecutive harmonics is therefore constant and equal to the fundamental. But because human ears respond to sound nonlinearly, higher harmonics are perceived as "closer together" than lower ones. On the other hand, the octave series is a geometric progression (2f, 4f, 8f, 16f, ...), and people perceive these distances as "the same" in the sense of musical interval. In terms of what one hears, each octave in the harmonic series is divided into increasingly "smaller" and more numerous intervals. The second harmonic, whose frequency is twice the fundamental, sounds an octave higher; the third harmonic, three times the frequency of the fundamental, sounds a perfect fifth above the second harmonic. The fourth harmonic vibrates at four times the frequency of the fundamental and sounds a perfect fourth above the third harmonic (two octaves above the fundamental). Double the harmonic number means double the frequency (which sounds an octave higher). Marin Mersenne wrote: "The order of the Consonances is natural, and ... the way we count them, starting from unity up to the number six and beyond is founded in nature." However, to quote Carl Dahlhaus, "the interval-distance of the natural-tone-row [overtones] [...], counting up to 20, includes everything from the octave to the quarter tone, (and) useful and useless musical tones. The natural-tone-row [harmonic series] justifies everything, that means, nothing." Harmonics and tuning If the harmonics are octave displaced and compressed into the span of one octave, some of them are approximated by the notes of what the West has adopted as the chromatic scale based on the fundamental tone. The Western chromatic scale has been modified into twelve equal semitones, which is slightly out of tune with many of the harmonics, especially the 7th, 11th, and 13th harmonics. In the late 1930s, composer Paul Hindemith ranked musical intervals according to their relative dissonance based on these and similar harmonic relationships. Below is a comparison between the first 31 harmonics and the intervals of 12-tone equal temperament (12TET), octave displaced and compressed into the span of one octave. Tinted fields highlight differences greater than 5 cents ( of a semitone), which is the human ear's "just noticeable difference" for notes played one after the other (smaller differences are noticeable with notes played simultaneously). The frequencies of the harmonic series, being integer multiples of the fundamental frequency, are naturally related to each other by whole-numbered ratios and small whole-numbered ratios are likely the basis of the consonance of musical intervals (see just intonation). This objective structure is augmented by psychoacoustic phenomena. For example, a perfect fifth, say 200 and 300 Hz (cycles per second), causes a listener to perceive a combination tone of 100 Hz (the difference between 300 Hz and 200 Hz); that is, an octave below the lower (actual sounding) note. This 100 Hz first-order combination tone then interacts with both notes of the interval to produce second-order combination tones of 200 (300 − 100) and 100 (200 − 100) Hz and all further nth-order combination tones are all the same, being formed from various subtraction of 100, 200, and 300. When one contrasts this with a dissonant interval such as a tritone (not tempered) with a frequency ratio of 7:5 one gets, for example, 700 − 500 = 200 (1st order combination tone) and 500 − 200 = 300 (2nd order). The rest of the combination tones are octaves of 100 Hz so the 7:5 interval actually contains four notes: 100 Hz (and its octaves), 300 Hz, 500 Hz and 700 Hz. Note that the lowest combination tone (100 Hz) is a seventeenth (two octaves and a major third) below the lower (actual sounding) note of the tritone. All the intervals succumb to similar analysis as has been demonstrated by Paul Hindemith in his book The Craft of Musical Composition, although he rejected the use of harmonics from the seventh and beyond. The Mixolydian mode is consonant with the first 10 harmonics of the harmonic series (the 11th harmonic, a tritone, is not in the Mixolydian mode). The Ionian mode is consonant with only the first 6 harmonics of the series (the seventh harmonic, a minor seventh, is not in the Ionian mode). Timbre of musical instruments The relative amplitudes (strengths) of the various harmonics primarily determine the timbre of different instruments and sounds, though onset transients, formants, noises, and inharmonicities also play a role. For example, the clarinet and saxophone have similar mouthpieces and reeds, and both produce sound through resonance of air inside a chamber whose mouthpiece end is considered closed. Because the clarinet's resonator is cylindrical, the even-numbered harmonics are less present. The saxophone's resonator is conical, which allows the even-numbered harmonics to sound more strongly and thus produces a more complex tone. The inharmonic ringing of the instrument's metal resonator is even more prominent in the sounds of brass instruments. Human ears tend to group phase-coherent, harmonically-related frequency components into a single sensation. Rather than perceiving the individual partials–harmonic and inharmonic, of a musical tone, humans perceive them together as a tone color or timbre, and the overall pitch is heard as the fundamental of the harmonic series being experienced. If a sound is heard that is made up of even just a few simultaneous sine tones, and if the intervals among those tones form part of a harmonic series, the brain tends to group this input into a sensation of the pitch of the fundamental of that series, even if the fundamental is not present. Variations in the frequency of harmonics can also affect the perceived fundamental pitch. These variations, most clearly documented in the piano and other stringed instruments but also apparent in brass instruments, are caused by a combination of metal stiffness and the interaction of the vibrating air or string with the resonating body of the instrument. Interval strength David Cope (1997) suggests the concept of interval strength, in which an interval's strength, consonance, or stability (see consonance and dissonance) is determined by its approximation to a lower and stronger, or higher and weaker, position in the harmonic series. See also: Lipps–Meyer law. Thus, an equal-tempered perfect fifth () is stronger than an equal-tempered minor third (), since they approximate a just perfect fifth () and just minor third (), respectively. The just minor third appears between harmonics 5 and 6 while the just fifth appears lower, between harmonics 2 and 3. See also Fourier series Klang (music) Otonality and Utonality Piano acoustics Scale of harmonics Undertone series Notes Sources Further reading (see Sensations of Tone)
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In mathematics, the harmonic mean is one of several kinds of average, and in particular, one of the Pythagorean means. Sometimes it is appropriate for situations when the average rate is desired. The harmonic mean can be expressed as the reciprocal of the arithmetic mean of the reciprocals of the given set of observations. As a simple example, the harmonic mean of 1, 4, and 4 is Definition The harmonic mean H of the positive real numbers is defined to be The third formula in the above equation expresses the harmonic mean as the reciprocal of the arithmetic mean of the reciprocals. From the following formula: it is more apparent that the harmonic mean is related to the arithmetic and geometric means. It is the reciprocal dual of the arithmetic mean for positive inputs: The harmonic mean is a Schur-concave function, and dominated by the minimum of its arguments, in the sense that for any positive set of arguments, . Thus, the harmonic mean cannot be made arbitrarily large by changing some values to bigger ones (while having at least one value unchanged). The harmonic mean is also concave, which is an even stronger property than Schur-concavity. One has to take care to only use positive numbers though, since the mean fails to be concave if negative values are used. Relationship with other means The harmonic mean is one of the three Pythagorean means. For all positive data sets containing at least one pair of nonequal values, the harmonic mean is always the least of the three means, while the arithmetic mean is always the greatest of the three and the geometric mean is always in between. (If all values in a nonempty dataset are equal, the three means are always equal to one another; e.g., the harmonic, geometric, and arithmetic means of {2, 2, 2} are all 2.) It is the special case M−1 of the power mean: Since the harmonic mean of a list of numbers tends strongly toward the least elements of the list, it tends (compared to the arithmetic mean) to mitigate the impact of large outliers and aggravate the impact of small ones. The arithmetic mean is often mistakenly used in places calling for the harmonic mean. In the speed example below for instance, the arithmetic mean of 40 is incorrect, and too big. The harmonic mean is related to the other Pythagorean means, as seen in the equation below. This can be seen by interpreting the denominator to be the arithmetic mean of the product of numbers n times but each time omitting the j-th term. That is, for the first term, we multiply all n numbers except the first; for the second, we multiply all n numbers except the second; and so on. The numerator, excluding the n, which goes with the arithmetic mean, is the geometric mean to the power n. Thus the n-th harmonic mean is related to the n-th geometric and arithmetic means. The general formula is If a set of non-identical numbers is subjected to a mean-preserving spread — that is, two or more elements of the set are "spread apart" from each other while leaving the arithmetic mean unchanged — then the harmonic mean always decreases. Harmonic mean of two or three numbers Two numbers For the special case of just two numbers, and , the harmonic mean can be written or In this special case, the harmonic mean is related to the arithmetic mean and the geometric mean by Since by the inequality of arithmetic and geometric means, this shows for the n = 2 case that H ≤ G (a property that in fact holds for all n). It also follows that , meaning the two numbers' geometric mean equals the geometric mean of their arithmetic and harmonic means. Three numbers For the special case of three numbers, , and , the harmonic mean can be written Three positive numbers H, G, and A are respectively the harmonic, geometric, and arithmetic means of three positive numbers if and only if the following inequality holds Weighted harmonic mean If a set of weights , ..., is associated to the dataset , ..., , the weighted harmonic mean is defined by The unweighted harmonic mean can be regarded as the special case where all of the weights are equal. Examples In physics Average speed In many situations involving rates and ratios, the harmonic mean provides the correct average. For instance, if a vehicle travels a certain distance d outbound at a speed x (e.g. 60 km/h) and returns the same distance at a speed y (e.g. 20 km/h), then its average speed is the harmonic mean of x and y (30 km/h) – not the arithmetic mean (40 km/h). The total travel time is the same as if it had traveled the whole distance at that average speed. This can be proven as follows: Average speed for the entire journey = However, if the vehicle travels for a certain amount of time at a speed x and then the same amount of time at a speed y, then its average speed is the arithmetic mean of x and y, which in the above example is 40 km/h. The same principle applies to more than two segments: given a series of sub-trips at different speeds, if each sub-trip covers the same distance, then the average speed is the harmonic mean of all the sub-trip speeds; and if each sub-trip takes the same amount of time, then the average speed is the arithmetic mean of all the sub-trip speeds. (If neither is the case, then a weighted harmonic mean or weighted arithmetic mean is needed. For the arithmetic mean, the speed of each portion of the trip is weighted by the duration of that portion, while for the harmonic mean, the corresponding weight is the distance. In both cases, the resulting formula reduces to dividing the total distance by the total time.) However one may avoid the use of the harmonic mean for the case of "weighting by distance". Pose the problem as finding "slowness" of the trip where "slowness" (in hours per kilometre) is the inverse of speed. When trip slowness is found, invert it so as to find the "true" average trip speed. For each trip segment i, the slowness si = 1/speedi. Then take the weighted arithmetic mean of the si's weighted by their respective distances (optionally with the weights normalized so they sum to 1 by dividing them by trip length). This gives the true average slowness (in time per kilometre). It turns out that this procedure, which can be done with no knowledge of the harmonic mean, amounts to the same mathematical operations as one would use in solving this problem by using the harmonic mean. Thus it illustrates why the harmonic mean works in this case. Density Similarly, if one wishes to estimate the density of an alloy given the densities of its constituent elements and their mass fractions (or, equivalently, percentages by mass), then the predicted density of the alloy (exclusive of typically minor volume changes due to atom packing effects) is the weighted harmonic mean of the individual densities, weighted by mass, rather than the weighted arithmetic mean as one might at first expect. To use the weighted arithmetic mean, the densities would have to be weighted by volume. Applying dimensional analysis to the problem while labeling the mass units by element and making sure that only like element-masses cancel makes this clear. Electricity If one connects two electrical resistors in parallel, one having resistance x (e.g., 60 Ω) and one having resistance y (e.g., 40 Ω), then the effect is the same as if one had used two resistors with the same resistance, both equal to the harmonic mean of x and y (48 Ω): the equivalent resistance, in either case, is 24 Ω (one-half of the harmonic mean). This same principle applies to capacitors in series or to inductors in parallel. However, if one connects the resistors in series, then the average resistance is the arithmetic mean of x and y (with total resistance equal to the sum of x and y). This principle applies to capacitors in parallel or to inductors in series. As with the previous example, the same principle applies when more than two resistors, capacitors or inductors are connected, provided that all are in parallel or all are in series. The "conductivity effective mass" of a semiconductor is also defined as the harmonic mean of the effective masses along the three crystallographic directions. Optics As for other optic equations, the thin lens equation = + can be rewritten such that the focal length f is one-half of the harmonic mean of the distances of the subject u and object v from the lens. In finance The weighted harmonic mean is the preferable method for averaging multiples, such as the price–earnings ratio (P/E). If these ratios are averaged using a weighted arithmetic mean, high data points are given greater weights than low data points. The weighted harmonic mean, on the other hand, correctly weights each data point. The simple weighted arithmetic mean when applied to non-price normalized ratios such as the P/E is biased upwards and cannot be numerically justified, since it is based on equalized earnings; just as vehicles speeds cannot be averaged for a roundtrip journey (see above). For example, consider two firms, one with a market capitalization of $150 billion and earnings of $5 billion (P/E of 30) and one with a market capitalization of $1 billion and earnings of $1 million (P/E of 1000). Consider an index made of the two stocks, with 30% invested in the first and 70% invested in the second. We want to calculate the P/E ratio of this index. Using the weighted arithmetic mean (incorrect): Using the weighted harmonic mean (correct): Thus, the correct P/E of 93.46 of this index can only be found using the weighted harmonic mean, while the weighted arithmetic mean will significantly overestimate it. In geometry In any triangle, the radius of the incircle is one-third of the harmonic mean of the altitudes. For any point P on the minor arc BC of the circumcircle of an equilateral triangle ABC, with distances q and t from B and C respectively, and with the intersection of PA and BC being at a distance y from point P, we have that y is half the harmonic mean of q and t. In a right triangle with legs a and b and altitude h from the hypotenuse to the right angle, is half the harmonic mean of and . Let t and s (t > s) be the sides of the two inscribed squares in a right triangle with hypotenuse c. Then equals half the harmonic mean of and . Let a trapezoid have vertices A, B, C, and D in sequence and have parallel sides AB and CD. Let E be the intersection of the diagonals, and let F be on side DA and G be on side BC such that FEG is parallel to AB and CD. Then FG is the harmonic mean of AB and DC. (This is provable using similar triangles.) One application of this trapezoid result is in the crossed ladders problem, where two ladders lie oppositely across an alley, each with feet at the base of one sidewall, with one leaning against a wall at height A and the other leaning against the opposite wall at height B, as shown. The ladders cross at a height of h above the alley floor. Then h is half the harmonic mean of A and B. This result still holds if the walls are slanted but still parallel and the "heights" A, B, and h are measured as distances from the floor along lines parallel to the walls. This can be proved easily using the area formula of a trapezoid and area addition formula. In an ellipse, the semi-latus rectum (the distance from a focus to the ellipse along a line parallel to the minor axis) is the harmonic mean of the maximum and minimum distances of the ellipse from a focus. In other sciences In computer science, specifically information retrieval and machine learning, the harmonic mean of the precision (true positives per predicted positive) and the recall (true positives per real positive) is often used as an aggregated performance score for the evaluation of algorithms and systems: the F-score (or F-measure). This is used in information retrieval because only the positive class is of relevance, while number of negatives, in general, is large and unknown. It is thus a trade-off as to whether the correct positive predictions should be measured in relation to the number of predicted positives or the number of real positives, so it is measured versus a putative number of positives that is an arithmetic mean of the two possible denominators. A consequence arises from basic algebra in problems where people or systems work together. As an example, if a gas-powered pump can drain a pool in 4 hours and a battery-powered pump can drain the same pool in 6 hours, then it will take both pumps , which is equal to 2.4 hours, to drain the pool together. This is one-half of the harmonic mean of 6 and 4: . That is, the appropriate average for the two types of pump is the harmonic mean, and with one pair of pumps (two pumps), it takes half this harmonic mean time, while with two pairs of pumps (four pumps) it would take a quarter of this harmonic mean time. In hydrology, the harmonic mean is similarly used to average hydraulic conductivity values for a flow that is perpendicular to layers (e.g., geologic or soil) - flow parallel to layers uses the arithmetic mean. This apparent difference in averaging is explained by the fact that hydrology uses conductivity, which is the inverse of resistivity. In sabermetrics, a player's Power–speed number is the harmonic mean of their home run and stolen base totals. In population genetics, the harmonic mean is used when calculating the effects of fluctuations in the census population size on the effective population size. The harmonic mean takes into account the fact that events such as population bottleneck increase the rate genetic drift and reduce the amount of genetic variation in the population. This is a result of the fact that following a bottleneck very few individuals contribute to the gene pool limiting the genetic variation present in the population for many generations to come. When considering fuel economy in automobiles two measures are commonly used – miles per gallon (mpg), and litres per 100 km. As the dimensions of these quantities are the inverse of each other (one is distance per volume, the other volume per distance) when taking the mean value of the fuel economy of a range of cars one measure will produce the harmonic mean of the other – i.e., converting the mean value of fuel economy expressed in litres per 100 km to miles per gallon will produce the harmonic mean of the fuel economy expressed in miles per gallon. For calculating the average fuel consumption of a fleet of vehicles from the individual fuel consumptions, the harmonic mean should be used if the fleet uses miles per gallon, whereas the arithmetic mean should be used if the fleet uses litres per 100 km. In the USA the CAFE standards (the federal automobile fuel consumption standards) make use of the harmonic mean. In chemistry and nuclear physics the average mass per particle of a mixture consisting of different species (e.g., molecules or isotopes) is given by the harmonic mean of the individual species' masses weighted by their respective mass fraction. Beta distribution The harmonic mean of a beta distribution with shape parameters α and β is: The harmonic mean with α < 1 is undefined because its defining expression is not bounded in [0, 1]. Letting α = β showing that for α = β the harmonic mean ranges from 0 for α = β = 1, to 1/2 for α = β → ∞. The following are the limits with one parameter finite (non-zero) and the other parameter approaching these limits: With the geometric mean the harmonic mean may be useful in maximum likelihood estimation in the four parameter case. A second harmonic mean (H1 − X) also exists for this distribution This harmonic mean with β < 1 is undefined because its defining expression is not bounded in [ 0, 1 ]. Letting α = β in the above expression showing that for α = β the harmonic mean ranges from 0, for α = β = 1, to 1/2, for α = β → ∞. The following are the limits with one parameter finite (non zero) and the other approaching these limits: Although both harmonic means are asymmetric, when α = β the two means are equal. Lognormal distribution The harmonic mean ( H ) of a lognormal distribution is where μ is the arithmetic mean and σ2 is the variance of the distribution. The harmonic and arithmetic means are related by where Cv is the coefficient of variation. The geometric (G), arithmetic and harmonic means are related by Pareto distribution The harmonic mean of type 1 Pareto distribution is where k is the scale parameter and α is the shape parameter. Statistics For a random sample, the harmonic mean is calculated as above. Both the mean and the variance may be infinite (if it includes at least one term of the form 1/0). Sample distributions of mean and variance The mean of the sample m is asymptotically distributed normally with variance s2. The variance of the mean itself is where m is the arithmetic mean of the reciprocals, x are the variates, n is the population size and E is the expectation operator. Delta method Assuming that the variance is not infinite and that the central limit theorem applies to the sample then using the delta method, the variance is where H is the harmonic mean, m is the arithmetic mean of the reciprocals s2 is the variance of the reciprocals of the data and n is the number of data points in the sample. Jackknife method A jackknife method of estimating the variance is possible if the mean is known. This method is the usual 'delete 1' rather than the 'delete m' version. This method first requires the computation of the mean of the sample (m) where x are the sample values. A series of value wi is then computed where The mean (h) of the wi is then taken: The variance of the mean is Significance testing and confidence intervals for the mean can then be estimated with the t test. Size biased sampling Assume a random variate has a distribution f( x ). Assume also that the likelihood of a variate being chosen is proportional to its value. This is known as length based or size biased sampling. Let μ be the mean of the population. Then the probability density function f*( x ) of the size biased population is The expectation of this length biased distribution E*( x ) is where σ2 is the variance. The expectation of the harmonic mean is the same as the non-length biased version E( x ) The problem of length biased sampling arises in a number of areas including textile manufacture pedigree analysis and survival analysis Akman et al. have developed a test for the detection of length based bias in samples. Shifted variables If X is a positive random variable and q > 0 then for all ε > 0 Moments Assuming that X and E(X) are > 0 then This follows from Jensen's inequality. Gurland has shown that for a distribution that takes only positive values, for any n > 0 Under some conditions where ~ means approximately equal to. Sampling properties Assuming that the variates (x) are drawn from a lognormal distribution there are several possible estimators for H: where Of these H3 is probably the best estimator for samples of 25 or more. Bias and variance estimators A first order approximation to the bias and variance of H1 are where Cv is the coefficient of variation. Similarly a first order approximation to the bias and variance of H3 are In numerical experiments H3 is generally a superior estimator of the harmonic mean than H1. H2 produces estimates that are largely similar to H1. Notes The Environmental Protection Agency recommends the use of the harmonic mean in setting maximum toxin levels in water. In geophysical reservoir engineering studies, the harmonic mean is widely used. See also Contraharmonic mean Generalized mean Harmonic number Rate (mathematics) Weighted mean Parallel summation Geometric mean Weighted geometric mean HM-GM-AM-QM inequalities References External links Averages, Arithmetic and Harmonic Means at cut-the-knot Means
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Italy ( ), officially the Italian Republic ( ), is a country consisting of a peninsula delimited by the Alps and several islands surrounding it, whose territory largely coincides with the homonymous geographical region. Italy is located in the middle of the Mediterranean Sea, in Southern Europe; it is also considered part of Western Europe. A unitary parliamentary republic with Rome as its capital and largest city, the country covers a total area of and shares land borders with France, Switzerland, Austria, Slovenia, as well as the enclaved microstates of Vatican City and San Marino. Italy has a territorial exclave in Switzerland (Campione. With around 60 million inhabitants, Italy is the third-most populous member state of the European Union. Due to its central geographic location in Southern Europe and the Mediterranean, Italy has historically been home to myriad peoples and cultures. In addition to the various ancient peoples dispersed throughout what is now modern-day Italy, the most predominant being the Indo-European Italic peoples who gave the peninsula its name, beginning from the classical era, Phoenicians and Carthaginians founded colonies mostly in insular Italy, Greeks established settlements in the so-called Magna Graecia of Southern Italy, while Etruscans and Celts inhabited central and northern Italy respectively. An Italic tribe known as the Latins formed the Roman Kingdom in the 8th century BC, which eventually became a republic with a government of the Senate and the People. The Roman Republic initially conquered and assimilated its neighbours on the Italian peninsula, eventually expanding and conquering parts of Europe, North Africa and Asia. By the first century BC, the Roman Empire emerged as the dominant power in the Mediterranean Basin and became a leading cultural, political and religious centre, inaugurating the Pax Romana, a period of more than 200 years during which Italy's law, technology, economy, art, and literature developed. During the Early Middle Ages, Italy endured the fall of the Western Roman Empire and the Barbarian Invasions, but by the 11th century numerous rival city-states and maritime republics, mainly in the northern and central regions of Italy, became prosperous through trade, commerce, and banking, laying the groundwork for modern capitalism. These mostly independent statelets served as Europe's main trading hubs with Asia and the Near East, often enjoying a greater degree of democracy than the larger feudal monarchies that were consolidating throughout Europe; however, part of central Italy was under the control of the theocratic Papal States, while Southern Italy remained largely feudal until the 19th century, partially as a result of a succession of Byzantine, Arab, Norman, Angevin, Aragonese, and other foreign conquests of the region. The Renaissance began in Italy and spread to the rest of Europe, bringing a renewed interest in humanism, science, exploration, and art. Italian culture flourished, producing famous scholars, artists, and polymaths. During the Middle Ages, Italian explorers discovered new routes to the Far East and the New World, helping to usher in the European Age of Discovery. Nevertheless, Italy's commercial and political power significantly waned with the opening of trade routes that bypassed the Mediterranean. Centuries of foreign meddling and conquest, and the rivalry and infighting between the Italian city-states, such as the Italian Wars of the 15th and 16th centuries, left Italy politically fragmented, and it was further conquered and divided among multiple foreign European powers over the centuries. By the mid-19th century, rising Italian nationalism and calls for independence from foreign control led to a period of revolutionary political upheaval. After centuries of foreign domination and political division, Italy was almost entirely unified in 1861 following a war of independence, establishing the Kingdom of Italy. From the late 19th century to the early 20th century, Italy rapidly industrialised, mainly in the north, and acquired a colonial empire, while the south remained largely impoverished and excluded from industrialisation, fuelling a large and influential diaspora. Despite being one of the victorious allied powers in World War I, Italy entered a period of economic crisis and social turmoil, leading to the rise of the Italian fascist dictatorship in 1922. Participation in World War II on the Axis side ended in military defeat, economic destruction, and civil war. Following the rise of the Italian Resistance and the liberation of Italy, the country abolished its monarchy, established a democratic Republic, enjoyed a prolonged economic boom, and became a highly developed country. Italy has an advanced economy. The country is the eighth-largest by nominal GDP (third in the European Union), the sixth-largest by national wealth and the third-largest by central bank gold reserve. It ranks highly in life expectancy, quality of life, healthcare, and education. The country is a great power and it has a significant role in regional and global economic, military, cultural, and diplomatic affairs. Italy is a founding and leading member of the European Union and a member of numerous international institutions, including the United Nations, NATO, the OECD, the Organization for Security and Co-operation in Europe, the World Trade Organization, the Group of Seven, the G20, the Union for the Mediterranean, the Latin Union, the Council of Europe, Uniting for Consensus, the Schengen Area, and many more. The source of many inventions and discoveries, the country has long been a global centre of art, music, literature, philosophy, science and technology, and fashion, and has greatly influenced and contributed to diverse fields including cinema, cuisine, sports, jurisprudence, banking, and business. As a reflection of its cultural wealth, Italy has the world's largest number of World Heritage Sites (58), and is the fifth-most visited country. Name Hypotheses for the etymology of the name "Italia" are numerous. One is that it was borrowed via Ancient Greek from the Oscan Víteliú 'land of calves' (cf. Lat vitulus "calf", Umb vitlo "calf"). Ancient Greek historian Dionysius of Halicarnassus states this account together with the legend that Italy was named after Italus, mentioned also by Aristotle and Thucydides. According to Antiochus of Syracuse, the term Italy was used by the ancient Greeks to initially refer only to the southern portion of the Bruttium peninsula corresponding to the modern province of Reggio and part of the provinces of Catanzaro and Vibo Valentia in southern Italy. Nevertheless, by his time the larger concept of Oenotria and "Italy" had become synonymous, and the name also applied to most of Lucania as well. According to Strabo's Geographica, before the expansion of the Roman Republic, the name was used by ancient Greeks to indicate the land between the strait of Messina and the line connecting the gulf of Salerno and gulf of Taranto, corresponding roughly to the current region of Calabria. The ancient Greeks gradually came to apply the name "Italia" to a larger region In addition to the "Greek Italy" in the south, historians have suggested the existence of an "Etruscan Italy" covering variable areas of central Italy. The borders of Roman Italy, Italia, are better established. Cato's Origines, the first work of history composed in Latin, described Italy as the entire peninsula south of the Alps. According to Cato and several Roman authors, the Alps formed the "walls of Italy". In 264 BC, Roman Italy extended from the Arno and Rubicon rivers of the centre-north to the entire south. The northern area of Cisalpine Gaul was occupied by Rome in the 220s BC and became considered geographically and de facto part of Italy, but remained politically and de jure separated. It was legally merged into the administrative unit of Italy in 42 BC by the triumvir Octavian as a ratification of Caesar's unpublished acts (Acta Caesaris). The islands of Sardinia, Corsica, Sicily and Malta were added to Italy by Diocletian in 292 AD., coinciding with the whole Italian geographical region. All its inhabitants were considered Italic and Roman. The Latin term Italicus was used to describe "a man of Italy" as opposed to a provincial. For example, Pliny the Elder notably wrote in a letter Italicus es an provincialis? meaning "are you an Italian or a provincial?". The adjective italianus, from which are derived the Italian (and also French and English) name of the Italians, is medieval and was used alternatively with Italicus during the early modern period. After the fall of the Western Roman Empire, which was caused by the invasion of the Ostrogoths, the Kingdom of Italy was created. After the Lombard invasions, "Italia" was retained as the name for their kingdom, and for its successor kingdom within the Holy Roman Empire, which nominally lasted until 1806, although it had de facto disintegrated due to factional politics pitting the empire against the ascendant city republics in the 13th century. History Prehistory and antiquity Thousands of Lower Paleolithic artefacts have been recovered from Monte Poggiolo, dating as far back as 850,000 years. Excavations throughout Italy revealed a Neanderthal presence dating back to the Middle Palaeolithic period some 200,000 years ago, while modern humans appeared about 40,000 years ago at Riparo Mochi. Archaeological sites from this period include Addaura cave, Altamura, Ceprano, and Gravina in Puglia. The Ancient peoples of pre-Roman Italy – such as the Umbrians, the Latins (from which the Romans emerged), Volsci, Oscans, Samnites, Sabines, the Celts, the Ligures, the Veneti, the Iapygians, and many others – were Indo-European peoples, most of them specifically of the Italic group. The main historic peoples of possible non-Indo-European or pre-Indo-European heritage include the Etruscans of central and northern Italy, the Elymians and the Sicani in Sicily, and the prehistoric Sardinians, who gave birth to the Nuragic civilisation. Other ancient populations being of undetermined language families and of possible non-Indo-European origin include the Rhaetian people and Cammuni, known for their rock carvings in Valcamonica, the largest collections of prehistoric petroglyphs in the world. A well-preserved natural mummy known as Ötzi the Iceman, determined to be 5,000 years old (between 3400 and 3100 BCE, Copper Age), was discovered in the Similaun glacier of South Tyrol in 1991. The first foreign colonisers were the Phoenicians, who initially established colonies and founded various emporiums on the coasts of Sicily and Sardinia. Some of these soon became small urban centres and were developed parallel to the ancient Greek colonies; among the main centres there were the cities of Motya, Zyz (modern Palermo), Soluntum in Sicily, and Nora, Sulci, and Tharros in Sardinia. Between the 17th and the 11th centuries BC Mycenaean Greeks established contacts with Italy and in the 8th and 7th centuries BC a number of Greek colonies were established all along the coast of Sicily and the southern part of the Italian Peninsula, that became known as Magna Graecia. Ionian settlers founded Elaia, Kyme, Rhegion, Naxos, Zankles, Hymera, and Katane. Doric colonists founded Taras, Syrakousai, Megara Hyblaia, Leontinoi, Akragas, Ghelas; the Syracusans founded Ankón and Adria; the megarese founded Selinunte. The Achaeans founded Sybaris, Poseidonia, Kroton, Lokroi Epizephyrioi, and Metapontum; tarantini and thuriots found Herakleia. The Greek colonization places the Italic peoples in contact with democratic forms of government and with high artistic and cultural expressions. Ancient Rome Rome, a settlement around a ford on the river Tiber in central Italy conventionally founded in 753 BC, was ruled for a period of 244 years by a monarchical system, initially with sovereigns of Latin and Sabine origin, later by Etruscan kings. The tradition handed down seven kings: Romulus, Numa Pompilius, Tullus Hostilius, Ancus Marcius, Tarquinius Priscus, Servius Tullius and Tarquinius Superbus. In 509 BC, the Romans expelled the last king from their city, favouring a government of the Senate and the People (SPQR) and establishing an oligarchic republic. The Italian Peninsula, named Italia, was consolidated into a single entity during the Roman expansion and conquest of new lands at the expense of the other Italic tribes, Etruscans, Celts, and Greeks. A permanent association with most of the local tribes and cities was formed, and Rome began the conquest of Western Europe, Northern Africa and the Middle East. In the wake of Julius Caesar's rise and death in the first century BC, Rome grew over the course of centuries into a massive empire stretching from Britain to the borders of Persia, and engulfing the whole Mediterranean basin, in which Greek and Roman and many other cultures merged into a unique civilisation. The long and triumphant reign of the first emperor, Augustus, began a golden age of peace and prosperity. Roman Italy remained the metropole of the empire, and as the homeland of the Romans and the territory of the capital, maintained a special status which made it ("ruler of the provinces", the latter being all the remaining territories outside Italy). More than two centuries of stability followed, during which Italy was referred to as the ("governor of the world") and ("parent of all lands"). The Roman Empire was among the most powerful economic, cultural, political and military forces in the world of its time, and it was one of the largest empires in world history. At its height under Trajan, it covered 5 million square kilometres. The Roman legacy has deeply influenced Western civilisation, shaping most of the modern world; among the many legacies of Roman dominance are the widespread use of the Romance languages derived from Latin, the numerical system, the modern Western alphabet and calendar, and the emergence of Christianity as a major world religion. The Indo-Roman trade relations, beginning around the 1st century BCE, testify to extensive Roman trade in far away regions; many reminders of the commercial trade between the Indian subcontinent and Italy have been found, such as the ivory statuette Pompeii Lakshmi from the ruins of Pompeii. In a slow decline since the third century AD, the Empire split in two in 395 AD. The Western Empire, under the pressure of the barbarian invasions, eventually dissolved in 476 AD when its last emperor, Romulus Augustulus, was deposed by the Germanic chief Odoacer. The Eastern half of the Empire survived for another thousand years. Middle Ages After the fall of the Western Roman Empire, Italy fell under the power of Odoacer's kingdom, and, later, was seized by the Ostrogoths, followed in the 6th century by a brief reconquest under Byzantine Emperor Justinian. The invasion of another Germanic tribe, the Lombards, late in the same century, reduced the Byzantine presence to the rump realm of the Exarchate of Ravenna and started the end of political unity of the peninsula for the next 1,300 years. Invasions of the peninsula caused a chaotic succession of barbarian kingdoms and the so-called "dark ages". The Lombard kingdom was subsequently absorbed into the Frankish Empire by Charlemagne in the late 8th century. The Franks also helped the formation of the Papal States in central Italy. Until the 13th century, Italian politics was dominated by the relations between the Holy Roman Emperors and the Papacy, with most of the Italian city-states siding with the former (Ghibellines) or with the latter (Guelphs) for momentary convenience. The Germanic Emperor and the Roman Pontiff became the universal powers of medieval Europe. However, the conflict over the investiture controversy (a conflict between two radically different views of whether secular authorities such as kings, counts, or dukes, had any legitimate role in appointments to ecclesiastical offices) and the clash between Guelphs and Ghibellines led to the end of the Imperial-feudal system in the north of Italy where city-states gained independence. It was during this chaotic era that Italian towns saw the rise of a peculiar institution, the medieval commune. Given the power vacuum caused by extreme territorial fragmentation and the struggle between the Empire and the Holy See, local communities sought autonomous ways to maintain law and order. The investiture controversy was finally resolved by the Concordat of Worms. In 1176 a league of city-states, the Lombard League, defeated the German emperor Frederick Barbarossa at the Battle of Legnano, thus ensuring effective independence for most of northern and central Italian cities. Italian city-states such as Milan, Florence and Venice played a crucial innovative role in financial development, devising the main instruments and practices of banking and the emergence of new forms of social and economic organization. In coastal and southern areas, the maritime republics grew to eventually dominate the Mediterranean and monopolise trade routes to the Orient. They were independent thalassocratic city-states, though most of them originated from territories once belonging to the Byzantine Empire. All these cities during the time of their independence had similar systems of government in which the merchant class had considerable power. Although in practice these were oligarchical, and bore little resemblance to a modern democracy, the relative political freedom they afforded was conducive to academic and artistic advancement. The four best known maritime republics were Venice, Genoa, Pisa and Amalfi; the others were Ancona, Gaeta, Noli, and Ragusa. Each of the maritime republics had dominion over different overseas lands, including many Mediterranean islands (especially Sardinia and Corsica), lands on the Adriatic, Aegean, and Black Sea (Crimea), and commercial colonies in the Near East and in North Africa. Venice maintained enormous tracts of land in Greece, Cyprus, Istria, and Dalmatia until as late as the mid-17th century. Venice and Genoa were Europe's main gateways to trade with the East, and producers of fine glass, while Florence was a capital of silk, wool, banking, and jewellery. The wealth such business brought to Italy meant that large public and private artistic projects could be commissioned. The republics were heavily involved in the Crusades, providing support and transport, but most especially taking advantage of the political and trading opportunities resulting from these wars. Italy first felt the huge economic changes in Europe which led to the commercial revolution: the Republic of Venice was able to defeat the Byzantine Empire and finance the voyages of Marco Polo to Asia; the first universities were formed in Italian cities, and scholars such as Thomas Aquinas obtained international fame; Frederick of Sicily made Italy the political-cultural centre of a reign that temporarily included the Holy Roman Empire and the Kingdom of Jerusalem; capitalism and banking families emerged in Florence, where Dante and Giotto were active around 1300. In the south, Sicily had become an Islamic emirate in the 9th century, thriving until the Italo-Normans conquered it in the late 11th century together with most of the Lombard and Byzantine principalities of southern Italy. Through a complex series of events, southern Italy developed as a unified kingdom, first under the House of Hohenstaufen, then under the Capetian House of Anjou and, from the 15th century, the House of Aragon. In Sardinia, the former Byzantine provinces became independent states known in Italian as Judicates, although some parts of the island fell under Genoese or Pisan rule until eventual Aragonese annexation in the 15th century. The Black Death pandemic of 1348 left its mark on Italy by killing perhaps one third of the population. However, the recovery from the plague led to a resurgence of cities, trade, and economy, which allowed the blossoming of Humanism and Renaissance that later spread to Europe. Early Modern Italy was the birthplace and heart of the Renaissance during the 1400s and 1500s. The Italian Renaissance marked the transition from the medieval period to the modern age as Europe recovered, economically and culturally, from the crises of the Late Middle Ages and entered the Early Modern Period. The Italian polities were now regional states effectively ruled by Princes, de facto monarchs in control of trade and administration, and their courts became major centres of the Arts and Sciences. The Italian princedoms represented a first form of modern states as opposed to feudal monarchies and multinational empires. The princedoms were led by political dynasties and merchant families such as the Medici in Florence, the Visconti and Sforza in the Duchy of Milan, the Doria in the Republic of Genoa, the Loredan, Mocenigo and Barbarigo in the Republic of Venice, the Este in Ferrara, and the Gonzaga in Mantua. The Renaissance was therefore a result of the wealth accumulated by Italian merchant cities combined with the patronage of its dominant families. Italian Renaissance exercised a dominant influence on subsequent European painting and sculpture for centuries afterwards, with artists such as Leonardo da Vinci, Brunelleschi, Botticelli, Michelangelo, Raphael, Giotto, Donatello, and Titian, and architects such as Filippo Brunelleschi, Leon Battista Alberti, Andrea Palladio, and Donato Bramante. Following the conclusion of the western schism in favour of Rome at the Council of Constance (1415–1417), the new Pope Martin V returned to the Papal States after a three years-long journey that touched many Italian cities and restored Italy as the sole centre of Western Christianity. During the course of this voyage, the Medici Bank was made the official credit institution of the Papacy, and several significant ties were established between the Church and the new political dynasties of the peninsula. The Popes' status as elective monarchs turned the conclaves and consistories of the Renaissance into political battles between the courts of Italy for primacy in the peninsula and access to the immense resources of the Catholic Church. In 1439, Pope Eugenius IV and the Byzantine Emperor John VIII Palaiologos signed a reconciliation agreement between the Catholic Church and the Orthodox Church at the Council of Florence hosted by Cosimo the old de Medici. In 1453, Italian forces under Giovanni Giustiniani were sent by Pope Nicholas V to defend the Walls of Constantinople but the decisive battle was lost to the more advanced Turkish army equipped with cannons, and Byzantium fell to Sultan Mehmed II. The fall of Constantinople led to the migration of Greek scholars and texts to Italy, fueling the rediscovery of Greco-Roman Humanism. Humanist rulers such as Federico da Montefeltro and Pope Pius II worked to establish ideal cities where man is the measure of all things, and therefore founded Urbino and Pienza respectively. Pico della Mirandola wrote the Oration on the Dignity of Man, considered the manifesto of Renaissance Humanism, in which he stressed the importance of free will in human beings. The humanist historian Leonardo Bruni was the first to divide human history in three periods: Antiquity, Middle Ages and Modernity. The second consequence of the Fall of Constantinople was the beginning of the Age of Discovery. Italian explorers and navigators from the dominant maritime republics, eager to find an alternative route to the Indies in order to bypass the Ottoman Empire, offered their services to monarchs of Atlantic countries and played a key role in ushering the Age of Discovery and the European colonization of the Americas. The most notable among them were: Christopher Columbus, colonizer in the name of Spain, who is credited with discovering the New World and the opening of the Americas for conquest and settlement by Europeans; John Cabot, sailing for England, who was the first European to set foot in "New Found Land" and explore parts of the North American continent in 1497; Amerigo Vespucci, sailing for Portugal, who first demonstrated in about 1501 that the New World (in particular Brazil) was not Asia as initially conjectured, but a fourth continent previously unknown to people of the Old World (America is named after him); and Giovanni da Verrazzano, at the service of France, renowned as the first European to explore the Atlantic coast of North America between Florida and New Brunswick in 1524. Following the fall of Constantinople, the wars in Lombardy came to an end and a defensive alliance known as Italic League was formed between Venice, Naples, Florence, Milan, and the Papacy. Lorenzo the Magnificent de Medici was the greatest Florentine patron of the Renaissance and supporter of the Italic League. He notably avoided the collapse of the League in the aftermath of the Pazzi Conspiracy and during the aborted invasion of Italy by the Turks. However, the military campaign of Charles VIII of France in Italy caused the end of the Italic League and initiated the Italian Wars between the Valois and the Habsburgs. During the High Renaissance of the 1500s, Italy was therefore both the main European battleground and the cultural-economic centre of the continent. Popes such as Julius II (1503–1513) fought for the control of Italy against foreign monarchs, others such as Paul III (1534–1549) preferred to mediate between the European powers in order to secure peace in Italy. In the middle of this conflict, the Medici popes Leo X (1513–1521) and Clement VII (1523–1534) opposed the Protestant reformation and advanced the interests of their family. In 1559, at the end of the French invasions of Italy and of the Italian wars, the many states of northern Italy remained part of the Holy Roman Empire, indirectly subject to the Austrian Habsburgs, while all of Southern Italy (Naples, Sicily, Sardinia) and Milan were under Spanish Habsburg rule. The Papacy remained a powerful force and launched the Counter-reformation. Key events of the period include: the Council of Trent (1545–1563); the excommunication of Elizabeth I (1570) and the Battle of Lepanto (1571), both occurring during the pontificate of Pius V; the construction of the Gregorian observatory, the adoption of the Gregorian calendar, and the Jesuit China mission of Matteo Ricci under Pope Gregory XIII; the French Wars of Religion; the Long Turkish War and the execution of Giordano Bruno in 1600, under Pope Clement VIII; the birth of the Lyncean Academy of the Papal States, of which the main figure was Galileo Galilei (later put on trial); the final phases of the Thirty Years' War (1618–1648) during the pontificates of Urban VIII and Innocent X; and the formation of the last Holy League by Innocent XI during the Great Turkish War. The Italian economy declined during the 1600s and 1700s, as the peninsula was excluded from the rising Atlantic slave trade. Following the European wars of succession of the 18th century, the south passed to a cadet branch of the Spanish Bourbons and the North fell under the influence of the Habsburg-Lorraine of Austria. During the Coalition Wars, northern-central Italy was reorganised by Napoleon in a number of Sister Republics of France and later as a Kingdom of Italy in personal union with the French Empire. The southern half of the peninsula was administered by Joachim Murat, Napoleon's brother-in-law, who was crowned as King of Naples. The 1814 Congress of Vienna restored the situation of the late 18th century, but the ideals of the French Revolution could not be eradicated, and soon re-surfaced during the political upheavals that characterised the first part of the 19th century. During the Napoleonic era, in 1797, the first official adoption of the Italian tricolour as a national flag by a sovereign Italian state, the Cispadane Republic, a Napoleonic sister republic of Revolutionary France, took place, on the basis of the events following the French Revolution (1789–1799) which, among its ideals, advocated the national self-determination. This event is celebrated by the Tricolour Day. The Italian national colours appeared for the first time on a tricolour cockade in 1789, anticipating by seven years the first green, white and red Italian military war flag, which was adopted by the Lombard Legion in 1796. Unification The birth of the Kingdom of Italy was the result of efforts by Italian nationalists and monarchists loyal to the House of Savoy to establish a united kingdom encompassing the entire Italian Peninsula. Following the Congress of Vienna in 1815, the political and social Italian unification movement, or Risorgimento, emerged to unite Italy consolidating the different states of the peninsula and liberate it from foreign control. A prominent radical figure was the patriotic journalist Giuseppe Mazzini, member of the secret revolutionary society Carbonari and founder of the influential political movement Young Italy in the early 1830s, who favoured a unitary republic and advocated a broad nationalist movement. His prolific output of propaganda helped the unification movement stay active. In this context, in 1847, the first public performance of the song Il Canto degli Italiani, the Italian national anthem since 1946, took place. Il Canto degli Italiani, written by Goffredo Mameli set to music by Michele Novaro, is also known as the Inno di Mameli, after the author of the lyrics, or Fratelli d'Italia, from its opening line. The most famous member of Young Italy was the revolutionary and general Giuseppe Garibaldi, renowned for his extremely loyal followers, who led the Italian republican drive for unification in Southern Italy. However, the Northern Italy monarchy of the House of Savoy in the Kingdom of Sardinia, whose government was led by Camillo Benso, Count of Cavour, also had ambitions of establishing a united Italian state. In the context of the 1848 liberal revolutions that swept through Europe, an unsuccessful first war of independence was declared on Austria. In 1855, the Kingdom of Sardinia became an ally of Britain and France in the Crimean War, giving Cavour's diplomacy legitimacy in the eyes of the great powers. The Kingdom of Sardinia again attacked the Austrian Empire in the Second Italian War of Independence of 1859, with the aid of France, resulting in liberating Lombardy. On the basis of the Plombières Agreement, the Kingdom of Sardinia ceded Savoy and Nice to France, an event that caused the Niçard exodus, that was the emigration of a quarter of the Niçard Italians to Italy. In 1860–1861, Garibaldi led the drive for unification in Naples and Sicily (the Expedition of the Thousand), while the House of Savoy troops occupied the central territories of the Italian peninsula, except Rome and part of Papal States. Teano was the site of the famous meeting of 26 October 1860 between Giuseppe Garibaldi and Victor Emmanuel II, last King of Sardinia, in which Garibaldi shook Victor Emanuel's hand and hailed him as King of Italy; thus, Garibaldi sacrificed republican hopes for the sake of Italian unity under a monarchy. Cavour agreed to include Garibaldi's Southern Italy allowing it to join the union with the Kingdom of Sardinia in 1860. This allowed the Sardinian government to declare a united Italian kingdom on 17 March 1861. Victor Emmanuel II then became the first king of a united Italy, and the capital was moved from Turin to Florence. In 1866, Victor Emmanuel II allied with Prussia during the Austro-Prussian War, waging the Third Italian War of Independence which allowed Italy to annexe Venetia. Finally, in 1870, as France abandoned its garrisons in Rome during the disastrous Franco-Prussian War to keep the large Prussian Army at bay, the Italians rushed to fill the power gap by taking over the Papal States. Italian unification was completed and shortly afterwards Italy's capital was moved to Rome. Victor Emmanuel, Garibaldi, Cavour, and Mazzini have been referred as Italy's Four Fathers of the Fatherland. Liberal period The new Kingdom of Italy obtained Great Power status. The Constitutional Law of the Kingdom of Sardinia the Albertine Statute of 1848, was extended to the whole Kingdom of Italy in 1861, and provided for basic freedoms of the new State, but electoral laws excluded the non-propertied and uneducated classes from voting. The government of the new kingdom took place in a framework of parliamentary constitutional monarchy dominated by liberal forces. As Northern Italy quickly industrialised, the South and rural areas of the North remained underdeveloped and overpopulated, forcing millions of people to migrate abroad and fuelling a large and influential diaspora. The Italian Socialist Party constantly increased in strength, challenging the traditional liberal and conservative establishment. Starting in the last two decades of the 19th century, Italy developed into a colonial power by forcing under its rule Eritrea and Somalia in East Africa, Tripolitania and Cyrenaica in North Africa (later unified in the colony of Libya) and the Dodecanese islands. From 2 November 1899 to 7 September 1901, Italy also participated as part of the Eight-Nation Alliance forces during the Boxer Rebellion in China; on 7 September 1901, a concession in Tientsin was ceded to the country, and on 7 June 1902, the concession was taken into Italian possession and administered by a consul. In 1913, male universal suffrage was adopted. The pre-war period dominated by Giovanni Giolitti, Prime Minister five times between 1892 and 1921, was characterised by the economic, industrial, and political-cultural modernization of Italian society. Italy entered into the First World War in 1915 with the aim of completing national unity: for this reason, the Italian intervention in the First World War is also considered the Fourth Italian War of Independence, in a historiographical perspective that identifies in the latter the conclusion of the unification of Italy, whose military actions began during the revolutions of 1848 with the First Italian War of Independence. Italy, nominally allied with the German Empire and the Empire of Austria-Hungary in the Triple Alliance, in 1915 joined the Allies into World War I with a promise of substantial territorial gains, that included western Inner Carniola, former Austrian Littoral, Dalmatia as well as parts of the Ottoman Empire. The country gave a fundamental contribution to the victory of the conflict as one of the "Big Four" top Allied powers. The war on the Italian Front was initially inconclusive, as the Italian army got stuck in a long attrition war in the Alps, making little progress and suffering heavy losses. However, the reorganization of the army and the conscription of the so-called '99 Boys (Ragazzi del '99, all males born in 1899 who were turning 18) led to more effective Italian victories in major battles, such as on Monte Grappa and in a series of battles on the Piave river. Eventually, in October 1918, the Italians launched a massive offensive, culminating in the victory of Vittorio Veneto. The Italian victory, which was announced by the Bollettino della Vittoria and the Bollettino della Vittoria Navale, marked the end of the war on the Italian Front, secured the dissolution of the Austro-Hungarian Empire and was chiefly instrumental in ending the First World War less than two weeks later. Italian armed forces were also involved in the African theatre, the Balkan theatre, the Middle Eastern theatre, and then took part in the Occupation of Constantinople. During the war, more than 650,000 Italian soldiers and as many civilians died, and the kingdom went to the brink of bankruptcy. The Treaty of Saint-Germain-en-Laye (1919) and the Treaty of Rapallo (1920) allowed the annexation of Trentino Alto-Adige, Julian March, Istria, Kvarner as well as the Dalmatian city of Zara. The subsequent Treaty of Rome (1924) led to the annexation of the city of Fiume to Italy. Italy did not receive other territories promised by the Treaty of London (1915), so this outcome was denounced as a Mutilated victory. The rhetoric of Mutilated victory was adopted by Benito Mussolini and led to the rise of Italian fascism, becoming a key point in the propaganda of Fascist Italy. Historians regard Mutilated victory as a "political myth", used by fascists to fuel Italian imperialism and obscure the successes of liberal Italy in the aftermath of World War I. Italy also gained a permanent seat in the League of Nations's executive council. Fascist regime The socialist agitations that followed the devastation of the Great War, inspired by the Russian Revolution, led to counter-revolution and repression throughout Italy. The liberal establishment, fearing a Soviet-style revolution, started to endorse the small National Fascist Party, led by Benito Mussolini. In October 1922 the Blackshirts of the National Fascist Party attempted a mass demonstration and a coup named the "March on Rome" which failed but at the last minute, King Victor Emmanuel III refused to proclaim a state of siege and appointed Mussolini prime minister, thereby transferring political power to the fascists without armed conflict. Over the next few years, Mussolini banned all political parties and curtailed personal liberties, thus forming a dictatorship. These actions attracted international attention and eventually inspired similar dictatorships such as Nazi Germany and Francoist Spain. Italian Fascism is based upon Italian nationalism and imperialism, and in particular seeks to complete what it considers as the incomplete project of the unification of Italy by incorporating Italia Irredenta (unredeemed Italy) into the state of Italy. To the east of Italy, the Fascists claimed that Dalmatia was a land of Italian culture whose Italians, including those of Italianized South Slavic descent, had been driven out of Dalmatia and into exile in Italy, and supported the return of Italians of Dalmatian heritage. Mussolini identified Dalmatia as having strong Italian cultural roots for centuries, similarly to Istria, via the Roman Empire and the Republic of Venice. To the south of Italy, the Fascists claimed Malta, which belonged to the United Kingdom, and Corfu, which instead belonged to Greece; to the north claimed Italian Switzerland, while to the west claimed Corsica, Nice, and Savoy, which belonged to France. The Fascist regime produced literature on Corsica that presented evidence of the island's italianità. The Fascist regime produced literature on Nice that justified that Nice was an Italian land based on historic, ethnic, and linguistic grounds. The Armistice of Villa Giusti, which ended fighting between Italy and Austria-Hungary at the end of World War I, resulted in Italian annexation of neighbouring parts of Yugoslavia. During the interwar period, the fascist Italian government undertook a campaign of Italianisation in the areas it annexed, which suppressed Slavic language, schools, political parties, and cultural institutions. Between 1922 and the beginning of World War II, the affected people were also the German-speaking and Ladin-speaking populations of Trentino-Alto Adige, and the French- and Arpitan-speaking regions of the western Alps, such as the Aosta valley. Mussolini promised to bring Italy back as a great power in Europe, building a "New Roman Empire" and holding power over the Mediterranean Sea. In propaganda, Fascists used the ancient Roman motto "Mare Nostrum" (Latin for "Our Sea") to describe the Mediterranean. For this reason the Fascist regime engaged in interventionist foreign policy. In 1923, the Greek island of Corfu was briefly occupied by Italy, after the assassination of General Tellini in Greek territory. In 1925, Italy forced Albania to become a de facto protectorate. In 1935, Mussolini invaded Ethiopia and founded Italian East Africa, resulting in an international alienation and leading to Italy's withdrawal from the League of Nations; Italy allied with Nazi Germany and the Empire of Japan and strongly supported Francisco Franco in the Spanish civil war. In 1939, Italy formally annexed Albania. Italy entered World War II on 10 June 1940. After initially advancing in British Somaliland, Egypt, the Balkans, where the Governorate of Dalmatia was created, and eastern fronts, the Italians were defeated in East Africa, Soviet Union and North Africa. During World War II, Italian war crimes included extrajudicial killings and ethnic cleansing by deportation of about 25,000 people, mainly Jews, Croats, and Slovenians, to the Italian concentration camps, such as Rab, Gonars, Monigo, Renicci di Anghiari, and elsewhere. Yugoslav Partisans perpetrated their own crimes against the local ethnic Italian population (Istrian Italians and Dalmatian Italians) during and after the war, including the foibe massacres. In Italy and Yugoslavia, unlike in Germany, few war crimes were prosecuted. An Allied invasion of Sicily began in July 1943, leading to the collapse of the Fascist regime and the fall of Mussolini on 25 July. Mussolini was deposed and arrested by order of King Victor Emmanuel III in co-operation with the majority of the members of the Grand Council of Fascism, which passed a motion of no confidence. On 8 September, Italy signed the Armistice of Cassibile, ending its war with the Allies. Shortly thereafter, the Germans, with the assistance of the Italian fascists, succeeded in taking control of northern and central Italy. The country remained a battlefield for the rest of the war, with the Allies slowly moving up from the south. In the north, the Germans set up the Italian Social Republic (RSI), a Nazi puppet state with Mussolini installed as leader after he was rescued by German paratroopers. Some Italian troops in the south were organised into the Italian Co-belligerent Army, which fought alongside the Allies for the rest of the war, while other Italian troops, loyal to Mussolini and his RSI, continued to fight alongside the Germans in the National Republican Army. Also, the post-armistice period saw the rise of a large anti-fascist resistance movement, the Resistenza, which fought a guerrilla war against the Nazi German occupiers and Italian Fascist forces. As result, the country descended into civil war. In late April 1945, with total defeat looming, Mussolini attempted to escape north, but was captured and summarily executed near Lake Como by Italian partisans. His body was then taken to Milan, where it was hung upside down at a service station for public viewing and to provide confirmation of his demise. Hostilities ended on 29 April 1945, when the German forces in Italy surrendered. Nearly half a million Italians (including civilians) died in the conflict,, society was divided and the Italian economy had been all but destroyed; per capita income in 1944 was at its lowest point since the beginning of the 20th century. The aftermath of World War II left Italy also with an anger against the monarchy for its endorsement of the Fascist regime for the previous twenty years. These frustrations contributed to a revival of the Italian republican movement. Republican Italy Italy became a republic after a referendum held on 2 June 1946, a day celebrated since as Festa della Repubblica. This was the first time that Italian women voted at the national level, and the second time overall considering the local elections that were held a few months earlier in some cities. Victor Emmanuel III's son, Umberto II, was forced to abdicate and exiled. The Republican Constitution was approved on 1 January 1948. Under the Treaty of Peace with Italy, 1947, Istria, Kvarner, most of the Julian March as well as the Dalmatian city of Zara was annexed by Yugoslavia causing the Istrian-Dalmatian exodus, which led to the emigration of between 230,000 and 350,000 of local ethnic Italians (Istrian Italians and Dalmatian Italians), the others being ethnic Slovenians, ethnic Croatians, and ethnic Istro-Romanians, choosing to maintain Italian citizenship. Later, the Free Territory of Trieste was divided between the two states. Italy also lost all of its colonial possessions, formally ending the Italian Empire. In 1950, Italian Somaliland was made a United Nations Trust Territory under Italian administration until 1 July 1960. The Italian border that applies today has existed since 1975, when Trieste was formally re-annexed to Italy. Fears of a possible Communist takeover (especially in the United States) proved crucial for the first universal suffrage electoral outcome on 18 April 1948, when the Christian Democrats, under the leadership of Alcide De Gasperi, obtained a landslide victory. Consequently, in 1949 Italy became a member of NATO. The Marshall Plan helped to revive the Italian economy which, until the late 1960s, enjoyed a period of sustained economic growth commonly called the "Economic Miracle". In 1957, Italy was a founding member of the European Economic Community (EEC), which became the European Union (EU) in 1993. From the late 1960s until the early 1980s, the country experienced the Years of Lead, a period characterised by economic crisis (especially after the 1973 oil crisis), widespread social conflicts and terrorist massacres carried out by opposing extremist groups, with the alleged involvement of US and Soviet intelligence. The Years of Lead culminated in the assassination of the Christian Democrat leader Aldo Moro in 1978 and the Bologna railway station massacre in 1980, where 85 people died. In the 1980s, for the first time since 1945, two governments were led by non-Christian-Democrat premiers: one republican (Giovanni Spadolini) and one socialist (Bettino Craxi); the Christian Democrats remained, however, the main government party. During Craxi's government, the economy recovered and Italy became the world's fifth-largest industrial nation after it gained the entry into the Group of Seven in the 1970s. However, as a result of his spending policies, the Italian national debt skyrocketed during the Craxi era, soon passing 100% of the country's GDP. Italy faced several terror attacks between 1992 and 1993 perpetrated by the Sicilian Mafia as a consequence of several life sentences pronounced during the "Maxi Trial", and of the new anti-mafia measures launched by the government. In 1992, two major dynamite attacks killed the judges Giovanni Falcone (23 May in the Capaci bombing) and Paolo Borsellino (19 July in the Via D'Amelio bombing). One year later (May–July 1993), tourist spots were attacked, such as the Via dei Georgofili in Florence, Via Palestro in Milan, and the Piazza San Giovanni in Laterano and Via San Teodoro in Rome, leaving 10 dead and 93 injured and causing severe damage to cultural heritage such as the Uffizi Gallery. The Catholic Church openly condemned the Mafia, and two churches were bombed and an anti-Mafia priest shot dead in Rome. Also in the early 1990s, Italy faced significant challenges, as voters – disenchanted with political paralysis, massive public debt and the extensive corruption system (known as Tangentopoli) uncovered by the Clean Hands (Mani Pulite) investigation – demanded radical reforms. The scandals involved all major parties, but especially those in the government coalition: the Christian Democrats, who ruled for almost 50 years, underwent a severe crisis and eventually disbanded, splitting up into several factions. The Communists reorganised as a social-democratic force. During the 1990s and the 2000s, centre-right (dominated by media magnate Silvio Berlusconi) and centre-left coalitions (led by university professor Romano Prodi) alternately governed the country. Amidst the Great Recession, Berlusconi resigned in 2011, and his conservative government was replaced by the technocratic cabinet of Mario Monti. Following the 2013 general election, the Vice-Secretary of the Democratic Party Enrico Letta formed a new government at the head of a right-left Grand coalition. In 2014, challenged by the new Secretary of the PD Matteo Renzi, Letta resigned and was replaced by Renzi. The new government started important constitutional reforms such as the abolition of the Senate and a new electoral law. On 4 December the constitutional reform was rejected in a referendum and Renzi resigned; the Foreign Affairs Minister Paolo Gentiloni was appointed new Prime Minister. In the European migrant crisis of the 2010s, Italy was the entry point and leading destination for most asylum seekers entering the EU. From 2013 to 2018, the country took in over 700,000 migrants and refugees, mainly from sub-Saharan Africa, which caused strain on the public purse and a surge in the support for far-right or euro-sceptic political parties. The 2018 general election was characterised by a strong showing of the Five Star Movement and the League and the university professor Giuseppe Conte became the Prime Minister at the head of a populist coalition between these two parties. However, after only fourteen months the League withdrew its support to Conte, who formed a new unprecedented government coalition between the Five Star Movement and the centre-left. In 2020, Italy was severely hit by the COVID-19 pandemic. From March to May, Conte's government imposed a national lockdown as a measure to limit the spread of the disease, while further restrictions were introduced during the following winter. The measures, despite being widely approved by the public opinion, were also described as the largest suppression of constitutional rights in the history of the republic. With more than 130,000 confirmed victims, Italy was one of the countries with the highest total number of deaths in the worldwide coronavirus pandemic. The pandemic caused also a severe economic disruption, in which Italy resulted as one of the most affected countries. In February 2021, after a government crisis within his majority, Conte was forced to resign and Mario Draghi, former president of the European Central Bank, formed a national unity government supported by almost all the main parties, pledging to oversee implementation of economic stimulus to face the crisis caused by the pandemic. Geography Italy, whose territory largely coincides with the homonymous geographical region, is located in Southern Europe and it is also considered a part of western Europe, between latitudes 35° and 47° N, and longitudes 6° and 19° E. To the north, Italy borders France, Switzerland, Austria, and Slovenia and is roughly delimited by the Alpine watershed, enclosing the Po Valley and the Venetian Plain. To the south, it consists of the entirety of the Italian Peninsula and the two Mediterranean islands of Sicily and Sardinia (the two biggest islands of the Mediterranean), in addition to many smaller islands. The sovereign states of San Marino and the Vatican City are enclaves within Italy, while Campione d'Italia is an Italian exclave in Switzerland. The country's total area is , of which is land and is water. Including the islands, Italy has a coastline and border of on the Adriatic, Ionian, Tyrrhenian seas (), and borders shared with France (), Austria (), Slovenia () and Switzerland (). San Marino () and Vatican City (), both enclaves, account for the remainder. Over 35% of the Italian territory is mountainous. The Apennine Mountains form the peninsula's backbone, and the Alps form most of its northern boundary, where Italy's highest point is located on Mont Blanc (Monte Bianco) (). Other worldwide-known mountains in Italy include the Matterhorn (Monte Cervino), Monte Rosa, Gran Paradiso in the West Alps, and Bernina, Stelvio and Dolomites along the eastern side. The Po, Italy's longest river (), flows from the Alps on the western border with France and crosses the Padan plain on its way to the Adriatic Sea. The Po Valley is the largest plain in Italy, with , and it represents over 70% of the total plain area in the country. Many elements of the Italian territory are of volcanic origin. Most of the small islands and archipelagos in the south, like Capraia, Ponza, Ischia, Eolie, Ustica and Pantelleria are volcanic islands. There are also active volcanoes: Mount Etna in Sicily (the largest active volcano in Europe), Vulcano, Stromboli, and Vesuvius (the only active volcano on mainland Europe). The five largest lakes are, in order of diminishing size: Garda (), Maggiore (, whose minor northern part is Switzerland), Como (), Trasimeno () and Bolsena (). Although the country includes the Italian peninsula, adjacent islands, and most of the southern Alpine basin, some of Italy's territory extends beyond the Alpine basin and some islands are located outside the Eurasian continental shelf. These territories are the comuni of: Livigno, Sexten, Innichen, Toblach (in part), Chiusaforte, Tarvisio, Graun im Vinschgau (in part), which are all part of the Danube's drainage basin, while the Val di Lei constitutes part of the Rhine's basin and the islands of Lampedusa and Lampione are on the African continental shelf. Waters Four different seas surround the Italian Peninsula in the Mediterranean Sea from three sides: the Adriatic Sea in the east, the Ionian Sea in the south, and the Ligurian Sea and the Tyrrhenian Sea in the west. Including islands, Italy has a coastline of over . Italian coasts include the Amalfi Coast, Cilentan Coast, Coast of the Gods, Costa Verde, Riviera delle Palme, Riviera del Brenta, Costa Smeralda and Trabocchi Coast. The Italian Riviera includes nearly all of the coastline of Liguria, extending from the border with France near Ventimiglia eastwards to Capo Corvo, which marks the eastern end of the Gulf of La Spezia. The Apennines run along the entire length of the peninsula, dividing the waters into two opposite sides. On the other hand, the rivers are numerous due to the relative abundance of rains and to the presence of the Alpine chain in northern Italy with snowfields and glaciers. The fundamental watershed follows the ridge of the Alps and the Apennines and delimits five main slopes, corresponding to the seas into which the rivers flow: the Adriatic, Ionic, Tyrrhenian, Ligurian and Mediterranean sides. Taking into consideration their origin, the Italian rivers can be divided into two main groups: the Alpine-Po rivers and the Apennine-island rivers. Most of the rivers of Italy drain either into the Adriatic Sea, such as the Po, Piave, Adige, Brenta, Tagliamento, and Reno, or into the Tyrrhenian, like the Arno, Tiber and Volturno. The waters from some border municipalities (Livigno in Lombardy, Innichen and Sexten in Trentino-Alto Adige/Südtirol) drain into the Black Sea through the basin of the Drava, a tributary of the Danube, and the waters from the Lago di Lei in Lombardy drain into the North Sea through the basin of the Rhine. The longest Italian river is Po, which flows either or (considering the length of the right bank tributary Maira) and whose headwaters are a spring seeping from a stony hillside at Pian del Re, a flat place at the head of the Val Po under the northwest face of Monviso. The vast valley around the Po is called Po Valley (Italian: Pianura Padana or Val Padana) the main industrial area of the country; in 2002, more than 16 million people lived there, at the time nearly ⅓ of the population of Italy. The second longest Italian river is Adige, which originates near Lake Resia and flows into the Adriatic Sea, after having made a north–south route, near Chioggia. In the north of the country are a number of large subalpine moraine-dammed lakes, commonly referred to as the Italian Lakes. There are more than 1000 lakes in Italy, the largest of which is Garda (). Other well-known subalpine lakes are Lake Maggiore (), whose most northerly section is part of Switzerland, Como (), one of the deepest lakes in Europe, Orta, Lugano, Iseo, and Idro. Other notable lakes in the Italian peninsula are Trasimeno, Bolsena, Bracciano, Vico, Varano and Lesina in Gargano and Omodeo in Sardinia. Along the Italian coasts there are lagoons, including the Venice, Grado Lagoon and Marano lagoons in northern Adriatic, and the Orbetello lagoon on the Tuscan coast. The swamps and ponds that in the past covered vast flat areas of Italy, have largely been dried up in recent centuries; the few remaining wetlands, such as the Comacchio Valleys in Emilia-Romagna or the Stagno di Cagliari in Sardinia, are protected natural environments. Volcanism The country is situated at the meeting point of the Eurasian Plate and the African Plate, leading to considerable seismic and volcanic activity. There are 14 volcanoes in Italy, four of which are active: Etna, Stromboli, Vulcano and Vesuvius. The last is the only active volcano in mainland Europe and is most famous for the destruction of Pompeii, Herculaneum, Stabiae and Oplontis in the eruption in 79 AD. Several islands and hills have been created by volcanic activity, and there is still a large active caldera, the Phlegraean Fields north-west of Naples. The high volcanic and magmatic neogenic activity is subdivided into provinces: Magmatic Tuscan (Monti Cimini, Tolfa and Amiata); Magmatic Latium (Monti Volsini, Vico nel Lazio, Alban Hills, Roccamonfina); Ultra-alkaline Umbrian Latium District (San Venanzo, Cupaello and Polino); Volcanic bell (Vesuvius, Phlegraean Fields, Ischia); Windy arch and Tyrrhenian basin (Aeolian Islands and Tyrrhenian seamounts); African-Adriatic Avampa (Channel of Sicily, Ferdinandea Island, Etna and Monte Vulture). Italy was the first country to exploit geothermal energy to produce electricity. The high geothermal gradient that forms part of the peninsula makes it potentially exploitable also in other regions; research carried out in the 1960s and 1970s identified potential geothermal fields in Lazio and Tuscany, as well as in most volcanic islands. Environment After its quick industrial growth, Italy took a long time to confront its environmental problems. After several improvements, it now ranks 84th in the world for ecological sustainability. National parks cover about 5% of the country, while the total area protected by national parks, regional parks and nature reserves covers about 10.5% of the Italian territory. In the last decade, Italy has become one of the world's leading producers of renewable energy, ranking as the world's fourth largest holder of installed solar energy capacity and the sixth largest holder of wind power capacity in 2010. Renewable energies provided approximately 37% Italy's energy consumption in 2020. However, air pollution remains a severe problem, especially in the industrialised north, reaching the tenth highest level worldwide of industrial carbon dioxide emissions in the 1990s. Italy is the twelfth-largest carbon dioxide producer. Extensive traffic and congestion in the largest metropolitan areas continue to cause severe environmental and health issues, even if smog levels have decreased dramatically since the 1970s and 1980s, and the presence of smog is becoming an increasingly rarer phenomenon and levels of sulphur dioxide are decreasing. Many watercourses and coastal stretches have also been contaminated by industrial and agricultural activity, while because of rising water levels, Venice has been regularly flooded throughout recent years. Waste from industrial activity is not always disposed of by legal means and has led to permanent health effects on inhabitants of affected areas, as in the case of the Seveso disaster. The country has also operated several nuclear reactors between 1963 and 1990 but, after the Chernobyl disaster and a referendum on the issue the nuclear programme was terminated, a decision that was overturned by the government in 2008, planning to build up to four nuclear power plants with French technology. This was in turn struck down by a referendum following the Fukushima nuclear accident. Deforestation, illegal building developments and poor land-management policies have led to significant erosion all over Italy's mountainous regions, leading to major ecological disasters like the 1963 Vajont Dam flood, the 1998 Sarno and 2009 Messina mudslides. The country had a 2019 Forest Landscape Integrity Index mean score of 3.65/10, ranking it 142nd globally out of 172 countries. Biodiversity Italy has the highest level of faunal biodiversity in Europe, with over 57,000 species recorded, representing more than a third of all European fauna. Italy's varied geological structure contributes to its high climate and habitat diversity. The Italian peninsula is in the centre of the Mediterranean Sea, forming a corridor between central Europe and North Africa, and has of coastline. Italy also receives species from the Balkans, Eurasia, the Middle East. Italy's varied geological structure, including the Alps and the Apennines, Central Italian woodlands, and Southern Italian Garigue and Maquis shrubland, also contributes to high climate and habitat diversity. Italian fauna includes 4,777 endemic animal species, which include the Sardinian long-eared bat, Sardinian red deer, spectacled salamander, brown cave salamander, Italian newt, Italian frog, Apennine yellow-bellied toad, Italian wall lizard, Aeolian wall lizard, Sicilian wall lizard, Italian Aesculapian snake, and Sicilian pond turtle. There are 102 mammals species (most notably the Italian wolf, Marsican brown bear, Pyrenean chamois, Alpine ibex, crested porcupine, Mediterranean monk seal, Alpine marmot, Etruscan shrew, and European snow vole), 516 bird species and 56,213 invertebrate species. The flora of Italy was traditionally estimated to comprise about 5,500 vascular plant species. However, , 6,759 species are recorded in the Data bank of Italian vascular flora. Italy is a signatory to the Berne Convention on the Conservation of European Wildlife and Natural Habitats and the Habitats Directive both affording protection to Italian fauna and flora. Climate Because of the length of the peninsula and the mostly mountainous hinterland, the climate of Italy is highly diverse. In most of the inland northern and central regions, the climate ranges from humid subtropical to humid continental and oceanic. In particular, the climate of the Po valley geographical region is mostly continental, with harsh winters and hot summers. The coastal areas of Liguria, Tuscany and most of the South generally fit the Mediterranean climate stereotype (Köppen climate classification Csa). Conditions on the coast are different from those in the interior, particularly during winter months when the higher altitudes tend to be cold, wet, and often snowy. The coastal regions have mild winters and warm and generally dry summers, although lowland valleys can be quite hot in summer. Average winter temperatures vary from on the Alps to in Sicily, so average summer temperatures range from to over . Winters can vary widely across the country with lingering cold, foggy and snowy periods in the north and milder, sunnier conditions in the south. Summers can be hot and humid across the country, particularly in the south while northern and central areas can experience occasional strong thunderstorms from spring to autumn. Politics Italy has been a unitary parliamentary republic since 2 June 1946, when the monarchy was abolished by a constitutional referendum. The President of Italy (Presidente della Repubblica), currently Sergio Mattarella since 2015, is Italy's head of state. The President is elected for a single seven years mandate by the Parliament of Italy and some regional voters in joint session. Italy has a written democratic constitution, resulting from the work of a Constituent Assembly formed by the representatives of all the anti-fascist forces that contributed to the defeat of Nazi and Fascist forces during the Civil War. Government Italy has a parliamentary government based on a mixed proportional and majoritarian voting system. The parliament is perfectly bicameral: the two houses, the Chamber of Deputies that meets in Palazzo Montecitorio, and the Senate of the Republic that meets in Palazzo Madama, have the same powers. The Prime Minister, officially President of the Council of Ministers (Presidente del Consiglio dei Ministri), is Italy's head of government. The Prime Minister and the cabinet are appointed by the President of the Republic of Italy and must pass a vote of confidence in Parliament to come into office. To remain the Prime Minister has to pass also eventual further votes of confidence or no confidence in Parliament. The prime minister is the President of the Council of Ministers – which holds effective executive power – and he must receive a vote of approval from it to execute most political activities. The office is similar to those in most other parliamentary systems, but the leader of the Italian government is not authorised to request the dissolution of the Parliament of Italy. Another difference with similar offices is that the overall political responsibility for intelligence is vested in the President of the Council of Ministers. By virtue of that, the Prime Minister has exclusive power to: co-ordinate intelligence policies, determining the financial resources and strengthening national cyber security; apply and protect State secrets; authorise agents to carry out operations, in Italy or abroad, in violation of the law. A peculiarity of the Italian Parliament is the representation given to Italian citizens permanently living abroad: 12 Deputies and 6 Senators elected in four distinct overseas constituencies. In addition, the Italian Senate is characterised also by a small number of senators for life, appointed by the President "for outstanding patriotic merits in the social, scientific, artistic or literary field". Former Presidents of the Republic are ex officio life senators. Italy's three major political parties are the Five Star Movement, the Democratic Party and the Lega. During the 2018 general election these three parties and their coalitions won 614 out of 630 seats available in the Chamber of Deputies and 309 out of 315 in the Senate. Berlusconi's Forza Italia which formed a centre-right coalition with Matteo Salvini's Northern League and Giorgia Meloni's Brothers of Italy won most of the seats without getting the majority in parliament. The rest of the seats were taken by Five Star Movement, Matteo Renzi's Democratic Party along with Achammer and Panizza's South Tyrolean People's Party & Trentino Tyrolean Autonomist Party in a centre-left coalition and the independent Free and Equal party. Law and criminal justice The Italian judicial system is based on Roman law modified by the Napoleonic code and later statutes. The Supreme Court of Cassation is the highest court in Italy for both criminal and civil appeal cases. The Constitutional Court of Italy (Corte Costituzionale) rules on the conformity of laws with the constitution and is a post–World War II innovation. Since their appearance in the middle of the 19th century, Italian organised crime and criminal organisations have infiltrated the social and economic life of many regions in Southern Italy, the most notorious of which being the Sicilian Mafia, which would later expand into some foreign countries including the United States. Mafia receipts may reach 9% of Italy's GDP. A 2009 report identified 610 which have a strong Mafia presence, where 13 million Italians live and 14.6% of the Italian GDP is produced. The Calabrian 'Ndrangheta, nowadays probably the most powerful crime syndicate of Italy, accounts alone for 3% of the country's GDP. However, at 0.013 per 1,000 people, Italy has only the 47th highest murder rate compared to 61 countries and the 43rd highest number of rapes per 1,000 people compared to 64 countries in the world. These are relatively low figures among developed countries. Law enforcement The Italian law enforcement system is complex, with multiple police forces. The national policing agencies are the Polizia di Stato (State Police), the Arma dei Carabinieri, the Guardia di Finanza (Financial Guard), and the Polizia Penitenziaria (Prison Police), as well as the Guardia Costiera (coast guard police). The Polizia di Stato are a civil police supervised by the Interior Ministry, while the Carabinieri is a gendarmerie supervised by the Defense Ministry; both share duties in law enforcement and the maintenance of public order. Within the Carabinieri is a unit devoted to combating environmental crime. The Guardia di Finanza is responsible for combating financial crime and white-collar crime, as well as customs. The Polizia Penitenziaria are responsible for guarding the prison system. The Corpo Forestale dello Stato (State Forestry Corps) formerly existed as a separate national park ranger agency, but was merged into the Carabinieri in 2016. Although policing in Italy is primarily provided on a national basis, there also exists Polizia Provinciale (provincial police) and Polizia Municipale (municipal police). Foreign relations Italy is a founding member of the European Economic Community (EEC), now the European Union (EU), and of NATO. Italy was admitted to the United Nations in 1955, and it is a member and a strong supporter of a wide number of international organisations, such as the Organisation for Economic Co-operation and Development (OECD), the General Agreement on Tariffs and Trade/World Trade Organization (GATT/WTO), the Organization for Security and Co-operation in Europe (OSCE), the Council of Europe, and the Central European Initiative. Its recent or upcoming turns in the rotating presidency of international organisations include the Organization for Security and Co-operation in Europe in 2018, the G7 in 2017 and the EU Council from July to December 2014. Italy is also a recurrent non-permanent member of the UN Security Council, the most recently in 2017. Italy strongly supports multilateral international politics, endorsing the United Nations and its international security activities. , Italy was deploying 5,296 troops abroad, engaged in 33 UN and NATO missions in 25 countries of the world. Italy deployed troops in support of UN peacekeeping missions in Somalia, Mozambique, and East Timor and provides support for NATO and UN operations in Bosnia, Kosovo and Albania. Italy deployed over 2,000 troops in Afghanistan in support of Operation Enduring Freedom (OEF) from February 2003. Italy supported international efforts to reconstruct and stabilise Iraq, but it had withdrawn its military contingent of some 3,200 troops by 2006, maintaining only humanitarian operators and other civilian personnel. In August 2006 Italy deployed about 2,450 troops in Lebanon for the United Nations' peacekeeping mission UNIFIL. Italy is one of the largest financiers of the Palestinian National Authority, contributing €60 million in 2013 alone. Military The Italian Army, Navy, Air Force and Carabinieri collectively form the Italian Armed Forces, under the command of the Supreme Defence Council, presided over by the President of Italy. Since 2005, military service is voluntary. In 2010, the Italian military had 293,202 personnel on active duty, of which 114,778 are Carabinieri. As part of NATO's nuclear sharing strategy Italy also hosts 90 United States B61 nuclear bombs, located in the Ghedi and Aviano air bases. The Italian Army is the national ground defence force. Its best-known combat vehicles are the Dardo infantry fighting vehicle, the Centauro tank destroyer and the Ariete tank, and among its aircraft the Mangusta attack helicopter, in the last years deployed in EU, NATO and UN missions. It also has at its disposal many Leopard 1 and M113 armoured vehicles. The Italian Navy is a blue-water navy. In modern times the Italian Navy, being a member of the EU and NATO, has taken part in many coalition peacekeeping operations around the world. The Italian Air Force in 2021 operates 219 combat jets. A transport capability is guaranteed by a fleet of 27 C-130Js and C-27J Spartan. An autonomous corps of the military, the Carabinieri are the gendarmerie and military police of Italy, policing the military and civilian population alongside Italy's other police forces. While the different branches of the Carabinieri report to separate ministries for each of their individual functions, the corps reports to the Ministry of Internal Affairs when maintaining public order and security. Constituent entities Italy is constituted by 20 regions (regioni)—five of these regions having a special autonomous status that enables them to enact legislation on additional matters, 107 provinces (province) or metropolitan cities (città metropolitane), and 7,960 municipalities (comuni). Economy Italy has a major advanced capitalist mixed economy, ranking as the third-largest in the Eurozone and the eighth-largest in the world. A founding member of the G7, the Eurozone and the OECD, it is regarded as one of the world's most industrialised nations and a leading country in world trade and exports. It is a highly developed country, with the world's 8th highest quality of life in 2005 and the 26th Human Development Index. The country is well known for its creative and innovative business, a large and competitive agricultural sector (with the world's largest wine production), and for its influential and high-quality automobile, machinery, food, design and fashion industry. Italy is the world's sixth-largest manufacturing country, characterised by a smaller number of global multinational corporations than other economies of comparable size and many dynamic small and medium-sized enterprises, notoriously clustered in several industrial districts, which are the backbone of the Italian industry. This has produced a manufacturing sector often focused on the export of niche market and luxury products, that if on one side is less capable to compete on the quantity, on the other side is more capable of facing the competition from China and other emerging Asian economies based on lower labour costs, with higher quality products. Italy was the world's tenth-largest exporter in 2019. Its closest trade ties are with the other countries of the European Union. Its largest export partners in 2019 were Germany (12%), France (11%), and the United States (10%). The automotive industry is a significant part of the Italian manufacturing sector, with over 144,000 firms and almost 485,000 employed people in 2015, and a contribution of 8.5% to Italian GDP. Fiat Chrysler Automobiles or FCA is currently the world's seventh-largest auto maker. The country boasts a wide range of acclaimed products, from compact city cars to luxury supercars such as Maserati, Lamborghini, and Ferrari. The Banca Monte dei Paschi di Siena is the world's oldest or second oldest bank in continuous operation, depending on the definition, and the fourth-largest Italian commercial and retail bank. Italy has a strong cooperative sector, with the largest share of the population (4.5%) employed by a cooperative in the EU. Italy is part of the European single market which represents more than 500 million consumers. Several domestic commercial policies are determined by agreements among European Union (EU) members and by EU legislation. Italy introduced the common European currency, the Euro in 2002. It is a member of the Eurozone which represents around 330 million citizens. Its monetary policy is set by the European Central Bank. Italy has been hit hard by the Financial crisis of 2007–08, that exacerbated the country's structural problems. Effectively, after a strong GDP growth of 5–6% per year from the 1950s to the early 1970s, and a progressive slowdown in the 1980-90s, the country virtually stagnated in the 2000s. The political efforts to revive growth with massive government spending eventually produced a severe rise in public debt, that stood at over 131.8% of GDP in 2017, ranking second in the EU only after the Greek one. For all that, the largest chunk of Italian public debt is owned by national subjects, a major difference between Italy and Greece, and the level of household debt is much lower than the OECD average. A gaping North–South divide is a major factor of socio-economic weakness. It can be noted by the huge difference in statistical income between the northern and southern regions and municipalities. The richest province, Alto Adige-South Tyrol, earns 152% of the national GDP per capita, while the poorest region, Calabria, 61%. The unemployment rate (11.1%) stands slightly above the Eurozone average, but the disaggregated figure is 6.6% in the North and 19.2% in the South. The youth unemployment rate (31.7% in March 2018) is extremely high compared to EU standards. Agriculture According to the last national agricultural census, there were 1.6 million farms in 2010 (−32.4% since 2000) covering 12.7 million hectares (63% of which are located in Southern Italy). The vast majority (99%) are family-operated and small, averaging only 8 hectares in size. Of the total surface area in agricultural use (forestry excluded), grain fields take up 31%, olive tree orchards 8.2%, vineyards 5.4%, citrus orchards 3.8%, sugar beets 1.7%, and horticulture 2.4%. The remainder is primarily dedicated to pastures (25.9%) and feed grains (11.6%). Italy is the world's largest wine producer, and one of the leading in olive oil, fruits (apples, olives, grapes, oranges, lemons, pears, apricots, hazelnuts, peaches, cherries, plums, strawberries and kiwifruits), and vegetables (especially artichokes and tomatoes). The most famous Italian wines are probably the Tuscan Chianti and the Piedmontese Barolo. Other famous wines are Barbaresco, Barbera d'Asti, Brunello di Montalcino, Frascati, Montepulciano d'Abruzzo, Morellino di Scansano, and the sparkling wines Franciacorta and Prosecco. Quality goods in which Italy specialises, particularly the already mentioned wines and regional cheeses, are often protected under the quality assurance labels DOC/DOP. This geographical indication certificate, which is attributed by the European Union, is considered important in order to avoid confusion with low-quality mass-produced ersatz products. Infrastructure In 2004 the transport sector in Italy generated a turnover of about 119.4 billion euros, employing 935,700 persons in 153,700 enterprises. Regarding the national road network, in 2002 there were of serviceable roads in Italy, including of motorways, state-owned but privately operated by Atlantia. In 2005, about 34,667,000 passenger cars (590 cars per 1,000 people) and 4,015,000 goods vehicles circulated on the national road network. The national railway network, state-owned and operated by Rete Ferroviaria Italiana (FSI), in 2008 totalled of which is electrified, and on which 4,802 locomotives and railcars run. The main public operator of high-speed trains is Trenitalia, part of FSI. Higher-speed trains are divided into three categories: Frecciarossa () trains operate at a maximum speed of 300 km/h on dedicated high-speed tracks; Frecciargento () trains operate at a maximum speed of 250 km/h on both high-speed and mainline tracks; and Frecciabianca () trains operate on high-speed regional lines at a maximum speed of 200 km/h. Italy has 11 rail border crossings over the Alpine mountains with its neighbouring countries. Italy is one of the countries with the most vehicles per capita, with 690 per 1000 people in 2010. The national inland waterways network has a length of for commercial traffic in 2012. Since October 2021, Italy's flag carrier airline is ITA Airways, which took over the brand, the IATA ticketing code, and many assets belonging to the former flag carrier Alitalia, after its bankruptcy. ITA Airways serves 44 destinations () and also operates the former Alitalia regional subsidiary, Alitalia CityLiner. The country also has regional airlines (such as Air Dolomiti), low-cost carriers, and Charter and leisure carriers (including Neos, Blue Panorama Airlines and Poste Air Cargo). Major Italian cargo operators are Alitalia Cargo and Cargolux Italia. Italy is the fifth in Europe by number of passengers by air transport, with about 148 million passengers or about 10% of the European total in 2011. In 2012 there were 130 airports in Italy, including the two hubs of Malpensa International in Milan and Leonardo da Vinci International in Rome. In 2004 there were 43 major seaports, including the seaport of Genoa, the country's largest and second-largest in the Mediterranean Sea. In 2005 Italy maintained a civilian air fleet of about 389,000 units and a merchant fleet of 581 ships. Italy does not invest enough to maintain its drinking water supply. The Galli Law, passed in 1993, aimed at raising the level of investment and to improve service quality by consolidating service providers, making them more efficient and increasing the level of cost recovery through tariff revenues. Despite these reforms, investment levels have declined and remain far from sufficient. Italy has been the final destination of the Silk Road for many centuries. In particular, the construction of the Suez Canal intensified sea trade with East Africa and Asia from the 19th century. Since the end of the Cold War and increasing European integration, the trade relations, which were often interrupted in the 20th century, have intensified again and the northern Italian ports such as the deep-water port of Trieste in the northernmost part of the Mediterranean with its extensive rail connections to Central and Eastern Europe are once again the destination of government subsidies and significant foreign investment. Energy Eni, with operations in 79 countries, is considered one of the seven "Supermajor" oil companies in the world, and one of the world's largest industrial companies. The Val d'Agri area, Basilicata, hosts the largest onshore hydrocarbon field in Europe. Moderate natural gas reserves, mainly in the Po Valley and offshore Adriatic Sea, have been discovered in recent years and constitute the country's most important mineral resource. Italy is one of the world's leading producers of pumice, pozzolana, and feldspar. Another notable mineral resource is marble, especially the world-famous white Carrara marble from the Massa and Carrara quarries in Tuscany. Italy needs to import about 80% of its energy requirements. In the last decade, Italy has become one of the world's largest producers of renewable energy, ranking as the second largest producer in the European Union and the ninth in the world. Wind power, hydroelectricity, and geothermal power are also important sources of electricity in the country. Renewable sources account for the 27.5% of all electricity produced in Italy, with hydro alone reaching 12.6%, followed by solar at 5.7%, wind at 4.1%, bioenergy at 3.5%, and geothermal at 1.6%. The rest of the national demand is covered by fossil fuels (38.2% natural gas, 13% coal, 8.4% oil) and by imports. Solar energy production alone accounted for almost 9% of the total electric production in the country in 2014, making Italy the country with the highest contribution from solar energy in the world. The Montalto di Castro Photovoltaic Power Station, completed in 2010, is the largest photovoltaic power station in Italy with 85 MW. Other examples of large PV plants in Italy are San Bellino (70.6 MW), Cellino san Marco (42.7 MW) and Sant’ Alberto (34.6 MW). Italy was also the first country to exploit geothermal energy to produce electricity. Italy has managed four nuclear reactors until the 1980s. However, nuclear power in Italy has been abandoned following a 1987 referendum (in the wake of the 1986 Chernobyl disaster in Soviet Ukraine). The national power company Enel operates several nuclear reactors in Spain, Slovakia and France, managing it to access nuclear power and direct involvement in design, construction, and operation of the plants without placing reactors on Italian territory. Science and technology Through the centuries, Italy has fostered the scientific community that produced many major discoveries in physics and the other sciences. During the Renaissance Italian polymaths such as Leonardo da Vinci (1452–1519), Michelangelo (1475–1564) and Leon Battista Alberti (1404–1472) made contributions in a variety of fields, including biology, architecture, and engineering. Galileo Galilei (1564–1642), an astronomer, physicist, engineer, and polymath, played a major role in the Scientific Revolution. He is considered the "father" of observational astronomy, modern physics, the scientific method, and modern science. Other astronomers such as Giovanni Domenico Cassini (1625–1712) and Giovanni Schiaparelli (1835–1910) made discoveries about the Solar System. In mathematics, Joseph Louis Lagrange (born Giuseppe Lodovico Lagrangia, 1736–1813) was active before leaving Italy. Fibonacci (c. 1170 – c. 1250), and Gerolamo Cardano (1501–1576) made fundamental advances in mathematics. Luca Pacioli established accounting to the world. Physicist Enrico Fermi (1901–1954), a Nobel prize laureate, led the team in Chicago that developed the first nuclear reactor. He is considered the "architect of the nuclear age" and the "architect of the atomic bomb". He, Emilio G. Segrè (1905–1989) who discovered the elements technetium and astatine, and the antiproton), Bruno Rossi (1905–1993) a pioneer in Cosmic Rays and X-ray astronomy) and a number of Italian physicists were forced to leave Italy in the 1930s by Fascist laws against Jews. Other prominent physicists include: Amedeo Avogadro (most noted for his contributions to molecular theory, in particular the Avogadro's law and the Avogadro constant), Evangelista Torricelli (inventor of barometer), Alessandro Volta (inventor of electric battery), Guglielmo Marconi (inventor of radio), Galileo Ferraris and Antonio Pacinotti, pioneers of the induction motor, Alessandro Cruto, pioneer of light bulb and Innocenzo Manzetti, eclectic pioneer of auto and robotics, Ettore Majorana (who discovered the Majorana fermions), Carlo Rubbia (1984 Nobel Prize in Physics for work leading to the discovery of the W and Z particles at CERN). Antonio Meucci is known for developing a voice-communication device which is often credited as the first telephone. Pier Giorgio Perotto in 1964 designed one of the first desktop programmable calculators, the Programma 101. In biology, Francesco Redi has been the first to challenge the theory of spontaneous generation by demonstrating that maggots come from eggs of flies and he described 180 parasites in details and Marcello Malpighi founded microscopic anatomy, Lazzaro Spallanzani conducted research in bodily functions, animal reproduction, and cellular theory, Camillo Golgi, whose many achievements include the discovery of the Golgi complex, paved the way to the acceptance of the Neuron doctrine, Rita Levi-Montalcini discovered the nerve growth factor (awarded 1986 Nobel Prize in Physiology or Medicine). In chemistry, Giulio Natta received the Nobel Prize in Chemistry in 1963 for his work on high polymers. Giuseppe Occhialini received the Wolf Prize in Physics for the discovery of the pion or pi-meson decay in 1947. Ennio de Giorgi, a Wolf Prize in Mathematics recipient in 1990, solved Bernstein's problem about minimal surfaces and the 19th Hilbert problem on the regularity of solutions of Elliptic partial differential equations. There are numerous technology parks in Italy such as the Science and Technology Parks Kilometro Rosso (Bergamo), the AREA Science Park (Trieste), The VEGA-Venice Gateway for Science and Technology (Venezia), the Toscana Life Sciences (Siena), the Technology Park of Lodi Cluster (Lodi), and the Technology Park of Navacchio (Pisa). ELETTRA, Eurac Research, ESA Centre for Earth Observation, Institute for Scientific Interchange, International Centre for Genetic Engineering and Biotechnology, Centre for Maritime Research and Experimentation and the International Centre for Theoretical Physics conduct basic research. Trieste has the highest percentage of researchers in Europe in relation to the population. Italy was ranked 28th in the Global Innovation Index in 2020, up from 30th in 2019. Tourism Italy is the fifth most visited country in international tourism, with a total of 52.3 million international arrivals in 2016. The total contribution of travel & tourism to GDP (including wider effects from investment, the supply chain and induced income impacts) was EUR162.7bn in 2014 (10.1% of GDP) and generated 1,082,000 jobs directly in 2014 (4.8% of total employment). People mainly visit Italy for its rich culture, cuisine, history, fashion, architecture and art. Winter and summer tourism are present in many locations in the Alps and the Apennines, while seaside tourism is widespread in coastal locations on the Mediterranean Sea. Italy is also the country with the highest number of UNESCO World Heritage Sites in the world (58). Rome is the 3rd most visited city in Europe and the 12th in the world, with 9.4 million arrivals in 2017 while Milan is the 27th worldwide with 6.8 million tourists. In addition, Venice and Florence are also among the world's top 100 destinations. Demographics At the beginning of 2020, Italy had 60,317,116 inhabitants. The resulting population density, at , is higher than that of most Western European countries. However, the distribution of the population is widely uneven. The most densely populated areas are the Po Valley (that accounts for almost a half of the national population) and the metropolitan areas of Rome and Naples, while vast regions such as the Alps and Apennines highlands, the plateaus of Basilicata and the island of Sardinia, as well as much of Sicily, are sparsely populated. The population of Italy almost doubled during the 20th century, but the pattern of growth was extremely uneven because of large-scale internal migration from the rural South to the industrial cities of the North, a phenomenon which happened as a consequence of the Italian economic miracle of the 1950–1960s. High fertility and birth rates persisted until the 1970s, after which they started to decline. The population rapidly aged; by 2010, one in five Italians was over 65 years old, and the country currently has the fifth oldest population in the world, with a median age of 46.5 years. However, in recent years Italy has experienced significant growth in birth rates. The total fertility rate has also climbed from an all-time low of 1.18 children per woman in 1995 to 1.41 in 2008, albeit still below the replacement rate of 2.1 and considerably below the high of 5.06 children born per woman in 1883. Nevertheless, the total fertility rate is expected to reach 1.6–1.8 in 2030. From the late 19th century until the 1960s Italy was a country of mass emigration. Between 1898 and 1914, the peak years of Italian diaspora, approximately 750,000 Italians emigrated each year. The diaspora concerned more than 25 million Italians and it is considered the biggest mass migration of contemporary times. As a result, today more than 4.1 million Italian citizens are living abroad, while at least 60 million people of full or part Italian ancestry live outside of Italy, most notably in Argentina, Brazil, Uruguay, Venezuela, the United States, Canada, Australia and France. Metropolitan cities and larger urban zone Source: Immigration In 2016, Italy had about 5.05 million foreign residents, making up 8.3% of the total population. The figures include more than half a million children born in Italy to foreign nationals (second generation immigrants) but exclude foreign nationals who have subsequently acquired Italian citizenship; in 2016, about 201,000 people became Italian citizens. The official figures also exclude illegal immigrants, who estimated to number at least 670,000 as of 2008. Starting from the early 1980s, until then a linguistically and culturally homogeneous society, Italy begun to attract substantial flows of foreign immigrants. After the fall of the Berlin Wall and, more recently, the 2004 and 2007 enlargements of the European Union, large waves of migration originated from the former socialist countries of Eastern Europe (especially Romania, Albania, Ukraine and Poland). Another source of immigration is neighbouring North Africa (in particular, Morocco, Egypt and Tunisia), with soaring arrivals as a consequence of the Arab Spring. Furthermore, in recent years, growing migration fluxes from Asia-Pacific (notably China and the Philippines) and Latin America have been recorded. Currently, about one million Romanian citizens (around 10% of them being ethnic Romani people) are officially registered as living in Italy, representing the largest migrant population, followed by Albanians and Moroccans with about 500,000 people each. The number of unregistered Romanians is difficult to estimate, but the Balkan Investigative Reporting Network suggested in 2007 that there might have been half a million or more. As of 2010, the foreign born population of Italy was from the following regions: Europe (54%), Africa (22%), Asia (16%), the Americas (8%) and Oceania (0.06%). The distribution of foreign population is geographically varied in Italy: in 2020, 61.2% of foreign citizens lived in Northern Italy (in particular 36.1% in the North West and 25.1% in the North East), 24.2% in the Centre, 10.8% in the South and 3.9% in the Islands. Languages Italy's official language is Italian, as stated by the framework law no. 482/1999 and Trentino Alto-Adige's special Statute, which is adopted with a constitutional law. Around the world there are an estimated 64 million native Italian speakers and another 21 million who use it as a second language. Italian is often natively spoken in a regional variety, not to be confused with Italy's regional and minority languages; however, the establishment of a national education system led to a decrease in variation in the languages spoken across the country during the 20th century. Standardisation was further expanded in the 1950s and 1960s due to economic growth and the rise of mass media and television (the state broadcaster RAI helped set a standard Italian). Twelve "historical minority languages" (minoranze linguistiche storiche) are formally recognised: Albanian, Catalan, German, Greek, Slovene, Croatian, French, Franco-Provençal, Friulian, Ladin, Occitan and Sardinian. Four of these also enjoy a co-official status in their respective region: French in the Aosta Valley; German in South Tyrol, and Ladin as well in some parts of the same province and in parts of the neighbouring Trentino; and Slovene in the provinces of Trieste, Gorizia and Udine. A number of other Ethnologue, ISO and UNESCO languages are not recognised by Italian law. Like France, Italy has signed the European Charter for Regional or Minority Languages, but has not ratified it. Because of recent immigration, Italy has sizeable populations whose native language is not Italian, nor a regional language. According to the Italian National Institute of Statistics, Romanian is the most common mother tongue among foreign residents in Italy: almost 800,000 people speak Romanian as their first language (21.9% of the foreign residents aged 6 and over). Other prevalent mother tongues are Arabic (spoken by over 475,000 people; 13.1% of foreign residents), Albanian (380,000 people) and Spanish (255,000 people). Religion In 2017, the proportion of Italians who identified themselves as Roman Catholic Christians was 74.4%. Since 1985, Catholicism is no longer officially the state religion. Italy has the world's fifth-largest Catholic population, and is the largest Catholic nation in Europe. The Holy See, the episcopal jurisdiction of Rome, contains the central government of the Catholic Church. It is recognised by other subjects of international law as a sovereign entity, headed by the Pope, who is also the Bishop of Rome, with which diplomatic relations can be maintained. Often incorrectly referred to as "the Vatican", the Holy See is not the same entity as the Vatican City State because the Holy See is the jurisdiction and administrative entity of the Pope. The Vatican City came into existence only in 1929. In 2011, minority Christian faiths in Italy included an estimated 1.5 million Orthodox Christians, or 2.5% of the population; 500,000 Pentecostals and Evangelicals (of whom 400,000 are members of the Assemblies of God), 251,192 Jehovah's Witnesses, 30,000 Waldensians, 25,000 Seventh-day Adventists, 26,925 Latter-day Saints, 15,000 Baptists (plus some 5,000 Free Baptists), 7,000 Lutherans, 4,000 Methodists (affiliated with the Waldensian Church). One of the longest-established minority religious faiths in Italy is Judaism, Jews having been present in Ancient Rome since before the birth of Christ. Italy has for centuries welcomed Jews expelled from other countries, notably Spain. However, about 20% of Italian Jews were killed during the Holocaust. This, together with the emigration which preceded and followed World War II, has left only around 28,400 Jews in Italy. Soaring immigration in the last two decades has been accompanied by an increase in non-Christian faiths. Following immigration from the Indian subcontinent, in Italy there are 120,000 Hindus, 70,000 Sikhs and 22 gurdwaras across the country. The Italian state, as a measure to protect religious freedom, devolves shares of income tax to recognised religious communities, under a regime known as Eight per thousand. Donations are allowed to Christian, Jewish, Buddhist and Hindu communities; however, Islam remains excluded, since no Muslim communities have yet signed a concordat with the Italian state. Taxpayers who do not wish to fund a religion contribute their share to the state welfare system. Education Education in Italy is free and mandatory from ages six to sixteen, and consists of five stages: kindergarten (scuola dell'infanzia), primary school (scuola primaria), lower secondary school (scuola secondaria di primo grado), upper secondary school (scuola secondaria di secondo grado) and university (università). Primary education lasts eight years. Students are given a basic education in Italian, English, mathematics, natural sciences, history, geography, social studies, physical education and visual and musical arts. Secondary education lasts for five years and includes three traditional types of schools focused on different academic levels: the liceo prepares students for university studies with a classical or scientific curriculum, while the istituto tecnico and the Istituto professionale prepare pupils for vocational education. In 2018, the Italian secondary education was evaluated as below the OECD average. Italy scored below the OECD average in reading and science, and near OECD average in mathematics. Mean performance in Italy declined in reading and science, and remained stable in mathematics. Trento and Bolzano scored at an above the national average in reading. Compared to school children the other OECD countries, children in Italy missed out on a greater amount of learning due to absences and indiscipline in classrooms. A wide gap exists between northern schools, which perform near average, and schools in the South, that had much poorer results. Tertiary education in Italy is divided between public universities, private universities and the prestigious and selective superior graduate schools, such as the Scuola Normale Superiore di Pisa. 33 Italian universities were ranked among the world's top 500 in 2019, the third-largest number in Europe after the United Kingdom and Germany. Bologna University, founded in 1088, is the oldest university in continuous operation, as well as one of the leading academic institutions in Italy and Europe. The Bocconi University, Università Cattolica del Sacro Cuore, LUISS, Polytechnic University of Turin, Polytechnic University of Milan, Sapienza University of Rome, and University of Milan are also ranked among the best in the world. Health The Italian state runs a universal public healthcare system since 1978. However, healthcare is provided to all citizens and residents by a mixed public-private system. The public part is the Servizio Sanitario Nazionale, which is organised under the Ministry of Health and administered on a devolved regional basis. Healthcare spending in Italy accounted for 9.2% of the national GDP in 2012, close to the OECD countries' average of 9.3%. Italy in 2000 ranked as having the world's 2nd best healthcare system, and the world's 2nd best healthcare performance. Life expectancy in Italy is 80 for males and 85 for females, placing the country 5th in the world for life expectancy. In comparison to other Western countries, Italy has a relatively low rate of adult obesity (below 10%), as there are several health benefits of the Mediterranean diet. The proportion of daily smokers was 22% in 2012, down from 24.4% in 2000 but still slightly above the OECD average. Smoking in public places including bars, restaurants, night clubs and offices has been restricted to specially ventilated rooms since 2005. In 2013, UNESCO added the Mediterranean diet to the Representative List of the Intangible Cultural Heritage of Humanity of Italy (promoter), Morocco, Spain, Portugal, Greece, Cyprus and Croatia. North-South gap In the decades following the unification of Italy, the northern regions of the country, Lombardy, Piedmont and Liguria in particular, began a process of industrialization and economic development while the southern regions remained behind. The imbalance between North and South, which widened steadily in the first post-unification century, was reduced in the sixties and seventies also through the construction of public works, the implementation of agrarian and scholastic reforms, the expansion of industrialization and the improved living conditions of the population. This convergence process was interrupted, however, in the 1980s. To date, the per capita GDP of the South is just 58% of that of the Center-North, but this gap is mitigated by the fact that there the cost of living is, in average, around 10-15% lower (with even more differences between small towns and big cities) than that in the North of Italy. In the South the unemployment rate is more than double (6.7% in the North against 14.9% in the South). A study by Censis blames the pervasive presence of criminal organizations for the delay of Southern Italy, estimating an annual loss of wealth of 2.5% in the South in the period 1981–2003 due to their presence, and that without them the per capita GDP of the South would have reached that of the North. Culture Italy is considered one of the birthplaces of western civilization and a cultural superpower. Divided by politics and geography for centuries until its eventual unification in 1861, Italy's culture has been shaped by a multitude of regional customs and local centres of power and patronage. Italy has had a central role in Western culture for centuries and is still recognised for its cultural traditions and artists. During the Middle Ages and the Renaissance, a number of courts competed to attract architects, artists and scholars, thus producing a legacy of monuments, paintings, music and literature. Despite the political and social isolation of these courts, Italy has made a substantial contribution to the cultural and historical heritage of Europe. Italy has rich collections of art, culture and literature from many periods. The country has had a broad cultural influence worldwide, also because numerous Italians emigrated to other places during the Italian diaspora. Furthermore, Italy has, overall, an estimated 100,000 monuments of any sort (museums, palaces, buildings, statues, churches, art galleries, villas, fountains, historic houses and archaeological remains), and according to some estimates the nation is home to half the world's art treasures. Architecture Italy is known for its considerable architectural achievements, such as the construction of arches, domes and similar structures during ancient Rome, the founding of the Renaissance architectural movement in the late-14th to 16th centuries, and being the homeland of Palladianism, a style of construction which inspired movements such as that of Neoclassical architecture, and influenced the designs which noblemen built their country houses all over the world, notably in the UK, Australia and the US during the late 17th to early 20th centuries. Along with pre-historic architecture, the first people in Italy to truly begin a sequence of designs were the Greeks and the Etruscans, progressing to classical Roman, then to the revival of the classical Roman era during the Renaissance and evolving into the Baroque era. The Christian concept of a Basilica, a style of church architecture that came to dominate the early Middle Ages, was invented in Rome. They were known for being long, rectangular buildings, which were built in an almost ancient Roman style, often rich in mosaics and decorations. The early Christians' art and architecture was also widely inspired by that of the pagan Romans; statues, mosaics and paintings decorated all their churches. The first significant buildings in the medieval Romanesque style were churches built in Italy during the 800s. Byzantine architecture was also widely diffused in Italy. The Byzantines kept Roman principles of architecture and art alive, and the most famous structure from this period is the Basilica of St. Mark in Venice. The Romanesque movement, which went from approximately 800 AD to 1100 AD, was one of the most fruitful and creative periods in Italian architecture, when several masterpieces, such as the Leaning Tower of Pisa in the Piazza dei Miracoli, and the Basilica of Sant'Ambrogio in Milan were built. It was known for its usage of the Roman arches, stained glass windows, and also its curved columns which commonly featured in cloisters. The main innovation of Italian Romanesque architecture was the vault, which had never been seen before in the history of Western architecture. A flowering of Italian architecture took place during the Renaissance. Filippo Brunelleschi contributed to architectural design with his dome for the Cathedral of Florence, a feat of engineering that had not been accomplished since antiquity. A popular achievement of Italian Renaissance architecture was St. Peter's Basilica, originally designed by Donato Bramante in the early 16th century. Also, Andrea Palladio influenced architects throughout western Europe with the villas and palaces he designed in the middle and late 16th century; the city of Vicenza, with its twenty-three buildings designed by Palladio, and twenty-four Palladian Villas of the Veneto are listed by UNESCO as part of a World Heritage Site named City of Vicenza and the Palladian Villas of the Veneto. The Baroque period produced several outstanding Italian architects in the 17th century, especially known for their churches. The most original work of all late Baroque and Rococo architecture is the Palazzina di caccia di Stupinigi, dating back to the 18th century. Luigi Vanvitelli began in 1752 the construction of the Royal Palace of Caserta. In this large complex, the grandiose Baroque style interiors and gardens are opposed to a more sober building envelope. In the late 18th and early 19th centuries Italy was affected by the Neoclassical architectural movement. Villas, palaces, gardens, interiors and art began to be based on Roman and Greek themes. During the Fascist period, the so-called "Novecento movement" flourished, based on the rediscovery of imperial Rome, with figures such as Gio Ponti and Giovanni Muzio. Marcello Piacentini, responsible for the urban transformations of several cities in Italy and remembered for the disputed Via della Conciliazione in Rome, devised a form of simplified Neoclassicism. Visual art The history of Italian visual arts is significant to the history of Western painting. Roman art was influenced by Greece and can in part be taken as a descendant of ancient Greek painting. Roman painting does have its own unique characteristics. The only surviving Roman paintings are wall paintings, many from villas in Campania, in Southern Italy. Such paintings can be grouped into four main "styles" or periods and may contain the first examples of trompe-l'œil, pseudo-perspective, and pure landscape. Panel painting becomes more common during the Romanesque period, under the heavy influence of Byzantine icons. Towards the middle of the 13th century, Medieval art and Gothic painting became more realistic, with the beginnings of interest in the depiction of volume and perspective in Italy with Cimabue and then his pupil Giotto. From Giotto onwards, the treatment of composition in painting became much more free and innovative. The Italian Renaissance is said by many to be the golden age of painting; roughly spanning the 14th through the mid-17th centuries with a significant influence also out of the borders of modern Italy. In Italy artists like Paolo Uccello, Fra Angelico, Masaccio, Piero della Francesca, Andrea Mantegna, Filippo Lippi, Giorgione, Tintoretto, Sandro Botticelli, Leonardo da Vinci, Michelangelo Buonarroti, Raphael, Giovanni Bellini, and Titian took painting to a higher level through the use of perspective, the study of human anatomy and proportion, and through their development of refined drawing and painting techniques. Michelangelo was active as a sculptor from about 1500 to 1520; works include his David, Pietà, Moses. Other Renaissance sculptors include Lorenzo Ghiberti, Luca Della Robbia, Donatello, Filippo Brunelleschi and Andrea del Verrocchio. In the 15th and 16th centuries, the High Renaissance gave rise to a stylised art known as Mannerism. In place of the balanced compositions and rational approach to perspective that characterised art at the dawn of the 16th century, the Mannerists sought instability, artifice, and doubt. The unperturbed faces and gestures of Piero della Francesca and the calm Virgins of Raphael are replaced by the troubled expressions of Pontormo and the emotional intensity of El Greco. In the 17th century, among the greatest painters of Italian Baroque are Caravaggio, Annibale Carracci, Artemisia Gentileschi, Mattia Preti, Carlo Saraceni and Bartolomeo Manfredi. Subsequently, in the 18th century, Italian Rococo was mainly inspired by French Rococo, since France was the founding nation of that particular style, with artists such as Giovanni Battista Tiepolo and Canaletto. Italian Neoclassical sculpture focused, with Antonio Canova's nudes, on the idealist aspect of the movement. In the 19th century, major Italian Romantic painters were Francesco Hayez, Giuseppe Bezzuoli and Francesco Podesti. Impressionism was brought from France to Italy by the Macchiaioli, led by Giovanni Fattori, and Giovanni Boldini; Realism by Gioacchino Toma and Giuseppe Pellizza da Volpedo. In the 20th century, with Futurism, primarily through the works of Umberto Boccioni and Giacomo Balla, Italy rose again as a seminal country for artistic evolution in painting and sculpture. Futurism was succeeded by the metaphysical paintings of Giorgio de Chirico, who exerted a strong influence on the Surrealists and generations of artists to follow like Bruno Caruso and Renato Guttuso. Literature Formal Latin literature began in 240 BC, when the first stage play was performed in Rome. Latin literature was, and still is, highly influential in the world, with numerous writers, poets, philosophers, and historians, such as Pliny the Elder, Pliny the Younger, Virgil, Horace, Propertius, Ovid and Livy. The Romans were also famous for their oral tradition, poetry, drama and epigrams. In early years of the 13th century, St. Francis of Assisi was considered the first Italian poet by literary critics, with his religious song Canticle of the Sun. Another Italian voice originated in Sicily. At the court of Emperor Frederick II, who ruled the Sicilian kingdom during the first half of the 13th century, lyrics modelled on Provençal forms and themes were written in a refined version of the local vernacular. One of these poets was the notary Giacomo da Lentini, inventor of the sonnet form, though the most famous early sonneteer was Petrarch. Guido Guinizelli is considered the founder of the Dolce Stil Novo, a school that added a philosophical dimension to traditional love poetry. This new understanding of love, expressed in a smooth, pure style, influenced Guido Cavalcanti and the Florentine poet Dante Alighieri, who established the basis of the modern Italian language; his greatest work, the Divine Comedy, is considered among the foremost literary statements produced in Europe during the Middle Ages; furthermore, the poet invented the difficult terza rima. Two major writers of the 14th century, Petrarch and Giovanni Boccaccio, sought out and imitated the works of antiquity and cultivated their own artistic personalities. Petrarch achieved fame through his collection of poems, Il Canzoniere. Petrarch's love poetry served as a model for centuries. Equally influential was Boccaccio's The Decameron, one of the most popular collections of short stories ever written. Italian Renaissance authors produced works including Niccolò Machiavelli's The Prince, an essay on political science and modern philosophy in which the "effectual truth" is taken to be more important than any abstract ideal; Ludovico Ariosto's Orlando Furioso, continuation of Matteo Maria Boiardo's unfinished romance Orlando Innamorato; and Baldassare Castiglione's dialogue The Book of the Courtier which describes the ideal of the perfect court gentleman and of spiritual beauty. The lyric poet Torquato Tasso in Jerusalem Delivered wrote a Christian epic in ottava rima, with attention to the Aristotelian canons of unity. Giovanni Francesco Straparola and Giambattista Basile, which have written The Facetious Nights of Straparola (1550–1555) and the Pentamerone (1634) respectively, printed some of the first known versions of fairy tales in Europe. In the early 17th century, some literary masterpieces were created, such as Giambattista Marino's long mythological poem, L'Adone. The Baroque period also produced the clear scientific prose of Galileo as well as Tommaso Campanella's The City of the Sun, a description of a perfect society ruled by a philosopher-priest. At the end of the 17th century, the Arcadians began a movement to restore simplicity and classical restraint to poetry, as in Metastasio's heroic melodramas. In the 18th century, playwright Carlo Goldoni created full written plays, many portraying the middle class of his day. The Romanticism coincided with some ideas of the Risorgimento, the patriotic movement that brought Italy political unity and freedom from foreign domination. Italian writers embraced Romanticism in the early 19th century. The time of Italy's rebirth was heralded by the poets Vittorio Alfieri, Ugo Foscolo, and Giacomo Leopardi. The works by Alessandro Manzoni, the leading Italian Romantic, are a symbol of the Italian unification for their patriotic message and because of his efforts in the development of the modern, unified Italian language; his novel The Betrothed was the first Italian historical novel to glorify Christian values of justice and Providence, and it has been called the most famous and widely read novel in the Italian language. In the late 19th century, a realistic literary movement called Verismo played a major role in Italian literature; Giovanni Verga and Luigi Capuana were its main exponents. In the same period, Emilio Salgari, writer of action-adventure swashbucklers and a pioneer of science fiction, published his Sandokan series. In 1883, Carlo Collodi also published the novel The Adventures of Pinocchio, the most celebrated children's classic by an Italian author and one the most translated non-religious books in the world. A movement called Futurism influenced Italian literature in the early 20th century. Filippo Tommaso Marinetti wrote Manifesto of Futurism, called for the use of language and metaphors that glorified the speed, dynamism, and violence of the machine age. Modern literary figures and Nobel laureates are Gabriele D'Annunzio from 1889 to 1910, nationalist poet Giosuè Carducci in 1906, realist writer Grazia Deledda in 1926, modern theatre author Luigi Pirandello in 1936, short stories writer Italo Calvino in 1960, poets Salvatore Quasimodo in 1959 and Eugenio Montale in 1975, Umberto Eco in 1980, and satirist and theatre author Dario Fo in 1997. Philosophy Over the ages, Italian philosophy and literature had a vast influence on Western philosophy, beginning with the Greeks and Romans, and going onto Renaissance humanism, the Age of Enlightenment and modern philosophy. Philosophy was brought to Italy by Pythagoras, founder of the Italian school of philosophy in Crotone. Major Italian philosophers of the Greek period include Xenophanes, Parmenides, Zeno, Empedocles and Gorgias. Roman philosophers include Cicero, Lucretius, Seneca the Younger, Musonius Rufus, Plutarch, Epictetus, Marcus Aurelius, Clement of Alexandria, Sextus Empiricus, Alexander of Aphrodisias, Plotinus, Porphyry, Iamblichus, Augustine of Hippo, Philoponus of Alexandria and Boethius. Italian Medieval philosophy was mainly Christian, and included philosophers and theologians such as St Thomas Aquinas, the foremost classical proponent of natural theology and the father of Thomism, who reintroduced Aristotelian philosophy to Christianity. Notable Renaissance philosophers include: Giordano Bruno, one of the major scientific figures of the western world; Marsilio Ficino, one of the most influential humanist philosophers of the period; and Niccolò Machiavelli, one of the main founders of modern political science. Machiavelli's most famous work was The Prince, whose contribution to the history of political thought is the fundamental break between political realism and political idealism. Italy was also affected by the Enlightenment, a movement which was a consequence of the Renaissance. University cities such as Padua, Bologna and Naples remained centres of scholarship and the intellect, with several philosophers such as Giambattista Vico (widely regarded as being the founder of modern Italian philosophy) and Antonio Genovesi. Cesare Beccaria was a significant Enlightenment figure and is now considered one of the fathers of classical criminal theory as well as modern penology. Beccaria is famous for his On Crimes and Punishments (1764), a treatise that served as one of the earliest prominent condemnations of torture and the death penalty and thus a landmark work in anti-death penalty philosophy. Italy also had a renowned philosophical movement in the 1800s, with Idealism, Sensism and Empiricism. The main Sensist Italian philosophers were Melchiorre Gioja and Gian Domenico Romagnosi. Criticism of the Sensist movement came from other philosophers such as Pasquale Galluppi (1770–1846), who affirmed that a priori relationships were synthetic. Antonio Rosmini, instead, was the founder of Italian Idealism. During the late 19th and 20th centuries, there were also several other movements which gained some form of popularity in Italy, such as Ontologism (whose main philosopher was Vincenzo Gioberti), anarchism, communism, socialism, futurism, fascism and Christian democracy. Giovanni Gentile and Benedetto Croce were two of the most significant 20th-century Idealist philosophers. Anarcho-communism first fully formed into its modern strain within the Italian section of the First International. Antonio Gramsci remains a relevant philosopher within Marxist and communist theory, credited with creating the theory of cultural hegemony. Italian philosophers were also influential in the development of the non-Marxist liberal socialism philosophy, including Carlo Rosselli, Norberto Bobbio, Piero Gobetti and Aldo Capitini. In the 1960s, many Italian left-wing activists adopted the anti-authoritarian pro-working class leftist theories that would become known as autonomism and operaismo. Early Italian feminists include Sibilla Aleramo, Alaide Gualberta Beccari, and Anna Maria Mozzoni, though proto-feminist philosophies had previously been touched upon by earlier Italian writers such as Christine de Pizan, Moderata Fonte, and Lucrezia Marinella. Italian physician and educator Maria Montessori is credited with the creation of the philosophy of education that bears her name, an educational philosophy now practiced throughout the world. Giuseppe Peano was one of the founders of analytic philosophy and contemporary philosophy of mathematics. Recent analytic philosophers include Carlo Penco, Gloria Origgi, Pieranna Garavaso and Luciano Floridi. Theatre Italian theatre can be traced back to the Roman tradition. The theatre of ancient Rome was a thriving and diverse art form, ranging from festival performances of street theatre, nude dancing, and acrobatics, to the staging of Plautus's broadly appealing situation comedies, to the high-style, verbally elaborate tragedies of Seneca. Although Rome had a native tradition of performance, the Hellenization of Roman culture in the 3rd century BCE had a profound and energising effect on Roman theatre and encouraged the development of Latin literature of the highest quality for the stage. As with many other literary genres, Roman dramatists was heavily influenced or tended to adapt from the Greek. For example, Seneca's Phaedra was based on that of Euripides, and many of the comedies of Plautus were direct translations of works by Menander. During the 16th century and on into the 18th century, Commedia dell'arte was a form of improvisational theatre, and it is still performed today. Travelling troupes of players would set up an outdoor stage and provide amusement in the form of juggling, acrobatics and, more typically, humorous plays based on a repertoire of established characters with a rough storyline, called canovaccio. Plays did not originate from written drama but from scenarios called lazzi, which were loose frameworks that provided the situations, complications, and outcome of the action, around which the actors would improvise. The characters of the commedia usually represent fixed social types and stock characters, each of which has a distinct costume, such as foolish old men, devious servants, or military officers full of false bravado. The main categories of these characters include servants, old men, lovers, and captains. The first recorded Commedia dell'arte performances came from Rome as early as 1551, and was performed outdoors in temporary venues by professional actors who were costumed and masked, as opposed to , which were written comedies, presented indoors by untrained and unmasked actors. By the mid-16th century, specific troupes of commedia performers began to coalesce, and by 1568 the Gelosi became a distinct company. Commedia often performed inside in court theatres or halls, and also as some fixed theatres such as Teatro Baldrucca in Florence. Flaminio Scala, who had been a minor performer in the Gelosi published the scenarios of the commedia dell'arte around the start of the 17th century, really in an effort to legitimise the form—and ensure its legacy. These scenari are highly structured and built around the symmetry of the various types in duet: two , , and , among others. In commedia dell'arte, female roles were played by women, documented as early as the 1560s, making them the first known professional actresses in Europe since antiquity. Lucrezia Di Siena, whose name is on a contract of actors from 10 October 1564, has been referred to as the first Italian actress known by name, with Vincenza Armani and Barbara Flaminia as the first primadonnas and the first well documented actresses in Europe. The Ballet dance genre also originated in Italy. It began during the Italian Renaissance court as an outgrowth of court pageantry, where aristocratic weddings were lavish celebrations. Court musicians and dancers collaborated to provide elaborate entertainment for them. Domenico da Piacenza was one of the first dancing masters. Along with his students, Antonio Cornazzano and Guglielmo Ebreo, he was trained in dance and responsible for teaching nobles the art. Da Piacenza left one work: De arte saltandi et choreus ducendi (On the art of dancing and conducting dances), which was put together by his students. At first, ballets were woven in to the midst of an opera to allow the audience a moment of relief from the dramatic intensity. By the mid-seventeenth century, Italian ballets in their entirety were performed in between the acts of an opera. Over time, Italian ballets became part of theatrical life: ballet companies in Italy's major opera houses employed an average of four to twelve dancers; in 1815 many companies employed anywhere from eighty to one hundred dancers. Carlo Goldoni, who wrote a few scenarios starting in 1734, superseded the comedy of masks and the comedy of intrigue by representations of actual life and manners through the characters and their behaviours. He rightly maintained that Italian life and manners were susceptible of artistic treatment such as had not been given them before. Italian theatre has been active in producing contemporary European work and in staging revivals, including the works of Luigi Pirandello and Dario Fo. The Teatro di San Carlo in Naples is the oldest continuously active venue for public opera in the world, opening in 1737, decades before both the Milan's La Scala and Venice's La Fenice theatres. Music From folk music to classical, music is an intrinsic part of Italian culture. Instruments associated with classical music, including the piano and violin, were invented in Italy, and many of the prevailing classical music forms, such as the symphony, concerto, and sonata, can trace their roots back to innovations of 16th- and 17th-century Italian music. Italy's most famous composers include the Renaissance composers Palestrina, Monteverdi and Gesualdo, the Baroque composers Scarlatti, Corelli and Vivaldi, the Classical composers Paisiello, Paganini and Rossini, and the Romantic composers Verdi and Puccini. Modern Italian composers such as Berio and Nono proved significant in the development of experimental and electronic music. While the classical music tradition still holds strong in Italy, as evidenced by the fame of its innumerable opera houses, such as La Scala of Milan and San Carlo of Naples (the oldest continuously active venue for public opera in the world), and performers such as the pianist Maurizio Pollini and tenor Luciano Pavarotti, Italians have been no less appreciative of their thriving contemporary music scene. Italy is widely known for being the birthplace of opera. Italian opera was believed to have been founded in the early 17th century, in cities such as Mantua and Venice. Later, works and pieces composed by native Italian composers of the 19th and early 20th centuries, such as Rossini, Bellini, Donizetti, Verdi and Puccini, are among the most famous operas ever written and today are performed in opera houses across the world. La Scala operahouse in Milan is also renowned as one of the best in the world. Famous Italian opera singers include Enrico Caruso and Alessandro Bonci. Introduced in the early 1920s, jazz took a particularly strong foothold in Italy, and remained popular despite the xenophobic cultural policies of the Fascist regime. Today, the most notable centres of jazz music in Italy include Milan, Rome, and Sicily. Later, Italy was at the forefront of the progressive rock and pop movement of the 1970s, with bands like PFM, Banco del Mutuo Soccorso, Le Orme, Goblin, and Pooh. The same period saw diversification in the cinema of Italy, and Cinecittà films included complex scores by composers including Ennio Morricone, Armando Trovaioli, Piero Piccioni and Piero Umiliani. In the early 1980s, the first star to emerge from the Italian hip hop scene was singer Jovanotti. Italian metal bands include Rhapsody of Fire, Lacuna Coil, Elvenking, Forgotten Tomb, and Fleshgod Apocalypse. Italy contributed to the development of disco and electronic music, with Italo disco, known for its futuristic sound and prominent use of synthesisers and drum machines, being one of the earliest electronic dance genres, as well as European forms of disco aside from Euro disco (which later went on to influence several genres such as Eurodance and Nu-disco). By the latter half of the 1990s, a subgenre of Eurodance known as Italo dance emerged. Taking influences from Italo disco and Italo house, Italo dance generally included synthesizer riffs, a melodic sound, and the usage of vocoders. Notable Italian DJs and remixers include Gabry Ponte (member of the group Eiffel 65), Benny Benassi, Gigi D'Agostino, and the trio Tacabro. Producers such as Giorgio Moroder, who won three Academy Awards and four Golden Globes for his music, were highly influential in the development of electronic dance music. Today, Italian pop music is represented annually with the Sanremo Music Festival, which served as inspiration for the Eurovision song contest, and the Festival of Two Worlds in Spoleto. Singers such as Mina, Andrea Bocelli, Grammy winner Laura Pausini, Zucchero, Eros Ramazzotti and Tiziano Ferro have attained international acclaim. Gigliola Cinquetti, Toto Cutugno, and Måneskin have won the Eurovision Song Contest, in 1964, 1990, and 2021 respectively. Cinema The history of Italian cinema began a few months after the Lumière brothers began motion picture exhibitions. The first Italian director is considered to be Vittorio Calcina, a collaborator of the Lumière Brothers, who filmed Pope Leo XIII in 1896. In the 1910s the Italian film industry developed rapidly. In 1912, the year of the greatest expansion, 569 films were produced in Turin, 420 in Rome and 120 in Milan. Cabiria, a 1914 Italian epic film directed by Giovanni Pastrone, is considered the most famous Italian silent film. It was also the first film in history to be shown in the White House. Cinema was later used by Benito Mussolini, who founded Rome's renowned Cinecittà studio for the production of Fascist propaganda until World War II. After the war, Italian film was widely recognised and exported until an artistic decline around the 1980s. Notable Italian film directors from this period include Vittorio De Sica, Federico Fellini, Sergio Leone, Pier Paolo Pasolini, Luchino Visconti, Michelangelo Antonioni, Dussio Tessari and Roberto Rossellini; some of these are recognised among the greatest and most influential filmmakers of all time. Movies include world cinema treasures such as Bicycle Thieves, La dolce vita, 8½, The Good, the Bad and the Ugly, and Once Upon a Time in the West. The mid-1940s to the early 1950s was the heyday of neorealist films, reflecting the poor condition of post-war Italy. As the country grew wealthier in the 1950s, a form of neorealism known as pink neorealism succeeded, and other film genres, such as sword-and-sandal followed as Spaghetti Westerns, were popular in the 1960s and 1970s. Actresses such as Sophia Loren, Giulietta Masina and Gina Lollobrigida achieved international stardom during this period. Erotic Italian thrillers, or giallos, produced by directors such as Mario Bava and Dario Argento in the 1970s, also influenced the horror genre worldwide. In recent years, the Italian scene has received only occasional international attention, with movies like Cinema Paradiso written and directed by Giuseppe Tornatore, Mediterraneo directed by Gabriele Salvatores, Life Is Beautiful directed by Roberto Benigni, Il Postino: The Postman with Massimo Troisi and The Great Beauty directed by Paolo Sorrentino. The aforementioned Cinecittà studio is today the largest film and television production facility in Italy, where many international box office hits were filmed. In the 1950s, the number of international productions being made there led to Rome's being dubbed "Hollywood on the Tiber". More than 3,000 productions have been made on its lot, of which 90 received an Academy Award nomination and 47 of these won it, from some cinema classics to recent rewarded features (such as Roman Holiday, Ben-Hur, Cleopatra, Romeo and Juliet, The English Patient, The Passion of the Christ, and Gangs of New York). Italy is the most awarded country at the Academy Awards for Best Foreign Language Film, with 14 awards won, 3 Special Awards and 28 nominations. , Italian films have also won 12 Palmes d'Or, 11 Golden Lions and 7 Golden Bears. Sport The most popular sport in Italy is football. Italy's national football team is one of the world's most successful teams with four FIFA World Cup victories (1934, 1938, 1982 and 2006). Italian clubs have won 48 major European trophies, making Italy the second most successful country in European football. Italy's top-flight club football league is named Serie A and is followed by millions of fans around the world. Other popular team sports in Italy include basketball, volleyball and rugby. Italy's male and female national volleyball teams are often featured among the world's best. The Italian national basketball team's best results were gold at Eurobasket 1983 and EuroBasket 1999, as well as silver at the Olympics in 2004. Lega Basket Serie A is widely considered one of the most competitive in Europe. Italy's rugby national team competes in the Six Nations Championship, and is a regular at the Rugby World Cup. The men's volleyball team won three consecutive World Championships (in 1990, 1994, and 1998) and earned the Olympic silver medal in 1996, 2004, and 2016. Italy has a long and successful tradition in individual sports as well. Bicycle racing is a familiar sport in the country. Italians have won the UCI World Championships more than any other country, except Belgium. The Giro d'Italia is a cycling race held every May, and constitutes one of the three Grand Tours. Alpine skiing is also a widespread sport in Italy, and the country is a popular international skiing destination, known for its ski resorts. Italian skiers achieved good results in Winter Olympic Games, Alpine Ski World Cup, and tennis has a significant following in Italy, ranking as the fourth most practised sport in the country. The Rome Masters, founded in 1930, is one of the most prestigious tennis tournaments in the world. Italian professional tennis players won the Davis Cup in 1976 and the Fed Cup in 2006, 2009, 2010 and 2013. Motorsports are also extremely popular in Italy. Italy has won, by far, the most MotoGP World Championships. Italian Scuderia Ferrari is the oldest surviving team in Grand Prix racing, having competed since 1948, and statistically the most successful Formula One team in history with a record of 232 wins. The Italian Grand Prix of Formula 1 is the fifth oldest surviving Grand Prix, having been held since 1921. It is also one of the two Grand Prix present in every championship since the first one in 1950. Every Formula 1 Grand Prix (except for the 1980) has been held at Autodromo Nazionale Monza. Formula 1 was also held at Imola (1980–2006, 2020) and Mugello (2020). Other successful Italian car manufacturers in motorsports are Alfa Romeo, Lancia, Maserati and Fiat. Historically, Italy has been successful in the Olympic Games, taking part from the first Olympiad and in 47 Games out of 48, not having officially participated in the 1904 Summer Olympics. Italian sportsmen have won 522 medals at the Summer Olympic Games, and another 106 at the Winter Olympic Games, for a combined total of 628 medals with 235 golds, which makes them the fifth most successful nation in Olympic history for total medals. The country hosted two Winter Olympics and will host a third (in 1956, 2006, and 2026), and one Summer games (in 1960). Fashion and design Italian fashion has a long tradition. Milan, Florence and Rome are Italy's main fashion capitals. According to Top Global Fashion Capital Rankings 2013 by Global Language Monitor, Rome ranked sixth worldwide when Milan was twelfth. Previously, in 2009, Milan was declared as the "fashion capital of the world" by Global Language Monitor itself. Major Italian fashion labels, such as Gucci, Armani, Prada, Versace, Valentino, Dolce & Gabbana, Missoni, Fendi, Moschino, Max Mara, Trussardi, and Ferragamo, to name a few, are regarded as among the finest fashion houses in the world. Jewellers like Bvlgari, Damiani and Buccellati have been founded in Italy. Also, the fashion magazine Vogue Italia, is considered one of the most prestigious fashion magazines in the world. The talent of young, creative fashion is also promoted, as in the ITS young fashion designer competition in Trieste. Italy is also prominent in the field of design, notably interior design, architectural design, industrial design and urban design. The country has produced some well-known furniture designers, such as Gio Ponti and Ettore Sottsass, and Italian phrases such as "Bel Disegno" and "Linea Italiana" have entered the vocabulary of furniture design. Examples of classic pieces of Italian white goods and pieces of furniture include Zanussi's washing machines and fridges, the "New Tone" sofas by Atrium, and the post-modern bookcase by Ettore Sottsass, inspired by Bob Dylan's song "Stuck Inside of Mobile with the Memphis Blues Again". Today, Milan and Turin are the nation's leaders in architectural design and industrial design. The city of Milan hosts Fiera Milano, Europe's largest design fair. Milan also hosts major design and architecture-related events and venues, such as the "Fuori Salone" and the Salone del Mobile, and has been home to the designers Bruno Munari, Lucio Fontana, Enrico Castellani and Piero Manzoni. Cuisine The Italian cuisine has developed through centuries of social and political changes, with roots as far back as the 4th century BC. Italian cuisine in itself takes heavy influences, including Etruscan, ancient Greek, ancient Roman, Byzantine, and Jewish. Significant changes occurred with the discovery of the New World with the introduction of items such as potatoes, tomatoes, bell peppers and maize, now central to the cuisine but not introduced in quantity until the 18th century. Italian cuisine is noted for its regional diversity, abundance of difference in taste, and is known to be one of the most popular in the world, wielding strong influence abroad. The Mediterranean diet forms the basis of Italian cuisine, rich in pasta, fish, fruits and vegetables and characterised by its extreme simplicity and variety, with many dishes having only four to eight ingredients. Italian cooks rely chiefly on the quality of the ingredients rather than on elaborate preparation. Dishes and recipes are often derivatives from local and familial tradition rather than created by chefs, so many recipes are ideally suited for home cooking, this being one of the main reasons behind the ever-increasing worldwide popularity of Italian cuisine, from America to Asia. Ingredients and dishes vary widely by region. Italian cuisine relies heavily on traditional products; the country has a large number of traditional specialities protected under EU law. Cheese, cold cuts and wine are central to Italian cuisine, with many regional declinations and Protected Designation of Origin or Protected Geographical Indication labels, and along with coffee (especially espresso) form part of Italian gastronomic culture. Desserts have a long tradition of merging local flavours such as citrus fruits, pistachio and almonds with sweet cheeses like mascarpone and ricotta or exotic tastes as cocoa, vanilla and cinnamon. Gelato, tiramisù and cassata are among the most famous examples of Italian desserts, cakes and patisserie. The marketing phenomenon of imitation of Italian agri-food products is known by the name of Italian Sounding. Public holidays and festivals Public holidays celebrated in Italy include religious, national and regional observances. Italy's National Day, the Festa della Repubblica (Republic Day) is celebrated on 2 June each year, with the main celebration taking place in Rome, and commemorates the birth of the Italian Republic in 1946. The ceremony of the event organized in Rome includes the deposition of a laurel wreath as a tribute to the Italian Unknown Soldier at the Altare della Patria by the President of the Italian Republic and a military parade along Via dei Fori Imperiali in Rome. The Saint Lucy's Day, which take place on 13 December, is popular among children in some Italian regions, where she plays a role similar to Santa Claus. In addition, the Epiphany in Italy is associated with the folkloristic figure of the Befana, a broomstick-riding old woman who, in the night between 5 and 6 January, bringing good children gifts and sweets, and bad ones charcoal or bags of ashes. The Assumption of Mary coincides with Ferragosto on 15 August, the summer vacation period which may be a long weekend or most of the month. Each city or town also celebrates a public holiday on the occasion of the festival of the local patron saint, for example: Rome on 29 June (Saints Peter and Paul), Milan on 7 December (Saint Ambrose), Naples on 19 September (Saint Januarius), Venice on 25 April (Saint Mark the Evangelist) and Florence on 24 June (Saint John the Baptist). There are many festivals and festivities in Italy. Some of them include the Palio di Siena horse race, Holy Week rites, Saracen Joust of Arezzo, Saint Ubaldo Day in Gubbio, Giostra della Quintana in Foligno, and the Calcio Fiorentino. In 2013, UNESCO has included among the intangible cultural heritage some Italian festivals and pasos (in Italian "macchine a spalla"), such as the Varia di Palmi, the Macchina di Santa Rosa in Viterbo, the Festa dei Gigli in Nola, and faradda di li candareri in Sassari. Other festivals include the carnivals in Venice, Viareggio, Satriano di Lucania, Mamoiada, and Ivrea, mostly known for its Battle of the Oranges. The Venice International Film Festival, awarding the "Golden Lion" and held annually since 1932, is the oldest film festival in the world and one of the "Big Three" alongside Cannes and Berlin. See also Index of Italy-related articles Outline of Italy Notes References Bibliography Hibberd, Matthew. The media in Italy (McGraw-Hill International, 2007) Sarti, Roland, ed. Italy: A reference guide from the Renaissance to the present (2004) Sassoon, Donald. Contemporary Italy: politics, economy and society since 1945 (Routledge, 2014) External links Government Government website Official site of the Italian Parliament Official site of the President of the Italian Republic Italian Higher Education for International Students Italian National and Regional parks Italian tourism official website Economy Site of the Ministry of Economy and Finance General information Italy from the BBC News Italy. The World Factbook. Central Intelligence Agency. Italy from UCB Libraries GovPubs Italy Encyclopædia Britannica entry Italy from the OECD Italy at the EU Key Development Forecasts for Italy from International Futures 1861 establishments in Europe G7 nations G20 nations Italian-speaking countries and territories Member states of NATO Member states of the European Union Member states of the Union for the Mediterranean Current member states of the United Nations Republics Southern European countries States and territories established in 1861 Countries in Europe Transcontinental countries
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I, Robot is a fixup novel of science fiction short stories or essays by American writer Isaac Asimov. The stories originally appeared in the American magazines Super Science Stories and Astounding Science Fiction between 1940 and 1950 and were then compiled into a book for stand-alone publication by Gnome Press in 1950, in an initial edition of 5,000 copies. The stories are woven together by a framing narrative in which the fictional Dr. Susan Calvin tells each story to a reporter (who serves as the narrator) in the 21st century. Although the stories can be read separately, they share a theme of the interaction of humans, robots, and morality, and when combined they tell a larger story of Asimov's fictional history of robotics. Several of the stories feature the character of Dr. Calvin, chief robopsychologist at U.S. Robots and Mechanical Men, Inc., the major manufacturer of robots. Upon their publication in this collection, Asimov wrote a framing sequence presenting the stories as Calvin's reminiscences during an interview with her about her life's work, chiefly concerned with aberrant behaviour of robots and the use of "robopsychology" to sort out what is happening in their positronic brain. The book also contains the short story in which Asimov's Three Laws of Robotics first appear, which had large influence on later science fiction and had impact on thought on ethics of artificial intelligence as well. Other characters that appear in these short stories are Powell and Donovan, a field-testing team which locates flaws in USRMM's prototype models. The collection shares a title with the 1939 short story "I, Robot" by Eando Binder (pseudonym of Earl and Otto Binder), which greatly influenced Asimov. Asimov had wanted to call his collection Mind and Iron and objected when the publisher made the title the same as Binder's. In his introduction to the story in Isaac Asimov Presents the Great SF Stories (1979), Asimov wrote: Contents "Introduction" (the initial portion of the framing story or linking text) "Robbie" (1940, 1950) "Runaround" (1942), novelette "Reason" (1941) "Catch That Rabbit" (1944) "Liar!" (1941) "Little Lost Robot" (1947), novelette "Escape!" (1945) "Evidence" (1946), novelette "The Evitable Conflict" (1950), novelette Reception The New York Times described I, Robot as "an exciting science thriller [which] could be fun for those whose nerves are not already made raw by the potentialities of the atomic age." Describing it as "continuously fascinating", Groff Conklin "Unreservedly recommended" the book. P. Schuyler Miller recommended the collection "For puzzle situations, for humor, for warm character, [and] for most of the values of plain good writing". Dramatic adaptations Television At least three of the short stories from I, Robot have been adapted for television. The first was a 1962 episode of Out of this World hosted by Boris Karloff called "Little Lost Robot" with Maxine Audley as Susan Calvin. Two short stories from the collection were made into episodes of Out of the Unknown: "The Prophet" (1967), based on "Reason"; and "Liar!" (1969). Both episodes were wiped by the BBC and are no longer thought to exist, although video clips, audio extracts and still photographs have survived. The 12th episode of the USSR science fiction TV series This Fantastic World, filmed in 1987 and entitled Don't Joke with Robots, was based on works by Aleksandr Belyaev and Fredrik Kilander as well as Asimov's "Liar!" story. Both the original and revival series of The Outer Limits include episodes named "I, Robot"; however, both are adaptations of the Earl and Otto Binder story of that name and are unconnected with Asimov's work. Films Harlan Ellison's screenplay (1978) In the late 1970s, Warner Bros. acquired the option to make a film based on the book, but no screenplay was ever accepted. The most notable attempt was one by Harlan Ellison, who collaborated with Asimov himself to create a version which captured the spirit of the original. Asimov is quoted as saying that this screenplay would lead to "the first really adult, complex, worthwhile science fiction movie ever made." Ellison's script builds a framework around Asimov's short stories that involves a reporter named Robert Bratenahl tracking down information about Susan Calvin's alleged former lover Stephen Byerly. Asimov's stories are presented as flashbacks that differ from the originals in their stronger emphasis on Calvin's character. Ellison placed Calvin into stories in which she did not originally appear and fleshed out her character's role in ones where she did. In constructing the script as a series of flashbacks that focused on character development rather than action, Ellison used the film Citizen Kane as a model. Although acclaimed by critics, the screenplay is generally considered to have been unfilmable based upon the technology and average film budgets of the time. Asimov also believed that the film may have been scrapped because of a conflict between Ellison and the producers: when the producers suggested changes in the script, instead of being diplomatic as advised by Asimov, Ellison "reacted violently" and offended the producers. The script was serialized in Asimov's Science Fiction magazine in late 1987, and eventually appeared in book form under the title I, Robot: The Illustrated Screenplay, in 1994 (reprinted 2004, ). 2004 film The film I, Robot, starring Will Smith, was released by Twentieth Century Fox on July 16, 2004 in the United States. Its plot incorporates elements of "Little Lost Robot", some of Asimov's character names and the Three Laws. However, the plot of the movie is mostly original work adapted from the screenplay Hardwired by Jeff Vintar, completely unlinked to Asimov's stories and has been compared to Asimov's The Caves of Steel, which revolves around the murder of a roboticist (although the rest of the film's plot is not based on that novel or other works by Asimov). Unlike the books by Asimov, the movie featured hordes of killer robots. Radio BBC Radio 4 aired an audio drama adaptation of five of the I, Robot stories on their 15 Minute Drama in 2017, dramatized by Richard Kurti and starring Hermione Norris. Robbie Reason Little Lost Robot Liar The Evitable Conflict These also aired in a single program on BBC Radio 4 Extra as Isaac Asimov's 'I, Robot': Omnibus. Prequels Mickey Zucker Reichert was asked to write three prequels of I, Robot by Asimov's estate, because she is a science fiction writer with a medical degree. She first met Asimov when she was 23, although she did not know him well. She is the first female writer to be authorized to write stories based on Asimov's novels; follow-ups to his Foundation series were written by Gregory Benford, Greg Bear and David Brin. The prequels were ordered by Berkley Books, and consist of: I Robot: To Protect (2011) I Robot: To Obey (2013) I Robot: To Preserve (2016) Popular culture references In 2004 The Saturday Evening Post said that I, Robot'''s Three Laws "revolutionized the science fiction genre and made robots far more interesting than they ever had been before." I, Robot has influenced many aspects of modern popular culture, particularly with respect to science fiction and technology. One example of this is in the technology industry. The name of the real-life modem manufacturer named U.S. Robotics was directly inspired by I, Robot. The name is taken from the name of a robot manufacturer ("United States Robots and Mechanical Men") that appears throughout Asimov's robot short stories. Many works in the field of science fiction have also paid homage to Asimov's collection. An episode of the original Star Trek series, "I, Mudd" (1967), which depicts a planet of androids in need of humans, references I, Robot. Another reference appears in the title of a Star Trek: The Next Generation episode, "I, Borg" (1992), in which Geordi La Forge befriends a lost member of the Borg collective and teaches it a sense of individuality and free will.Doctor Who's 1977 story, The Robots of Death, references I, Robot with the "First Principle" stating: "It is forbidden for robots to harm humans". In Aliens, a 1986 movie, the synthetic person Bishop paraphrases Asimov's First Law in the line: "It is impossible for me to harm, or by omission of action allow to be harmed, a human being." An episode of The Simpsons entitled "I D'oh Bot" (2004) has Professor Frink build a robot named "Smashius Clay" (also named "Killhammad Aieee") that follows all three of Asimov's laws of robotics. The animated science fiction/comedy Futurama makes several references to I, Robot. The title of the episode "I, Roommate" (1999) is a spoof on I, Robot although the plot of the episode has little to do with the original stories. Additionally, the episode "The Cyber House Rules" included an optician named "Eye Robot" and the episode "Anthology of Interest II" included a segment called "I, Meatbag." Also in "Bender's Game" (2008) the psychiatrist is shown a logical fallacy and explodes when the assistant shouts "Liar!" a la "Liar!". Leela once told Bender to "cover his ears" so that he would not hear the robot-destroying paradox which she used to destroy Robot Santa (he punishes the bad, he kills people, killing is bad, therefore he must punish himself), causing a total breakdown; additionally, Bender has stated that he is Three Laws Safe. The positronic brain, which Asimov named his robots' central processors, is what powers Data from Star Trek: The Next Generation, as well as other Soong type androids. Positronic brains have been referenced in a number of other television shows including Doctor Who, Once Upon a Time... Space, Perry Rhodan, The Number of the Beast, and others. Author Cory Doctorow has written a story called "I, Robot (Cory Doctorow)I, Robot|" as homage to and critique of Asimov, as well as "I, Row-Boat", both released in the 2007 short story collection Overclocked: Stories of the Future Present. He has also said, "If I return to this theme, it will be with a story about uplifted cheese sandwiches, called 'I, Rarebit.'" Other cultural references to the book are less directly related to science fiction and technology. The 1977 album I Robot, by The Alan Parsons Project, was inspired by Asimov's I, Robot. In its original conception, the album was to follow the themes and concepts presented in the short story collection. The Alan Parsons Project were not able to obtain the rights in spite of Asimov's enthusiasm; he had already assigned the rights elsewhere. Thus, the album's concept was altered slightly although the name was kept (minus comma to avoid copyright infringement). The 2009 album, I, Human, by Singaporean band Deus Ex Machina draws heavily upon Asimov's principles on robotics and applies it to the concept of cloning. The Indian science fiction film Endhiran'', released in 2010, refers to Asimov's three laws for artificial intelligence for the fictional character Chitti: The Robot. When a scientist takes in the robot for evaluation, the panel enquires whether the robot was built using the Three Laws of Robotics. The theme for Burning Man 2018 was "I, Robot". Notes Sources External links 1950 short story collections Foundation universe books Science fiction short story collections by Isaac Asimov Science fiction short story collections Gnome Press books
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Impressionism in music was a movement among various composers in Western classical music (mainly during the late 19th and early 20th centuries) whose music focuses on mood and atmosphere, "conveying the moods and emotions aroused by the subject rather than a detailed tone‐picture". "Impressionism" is a philosophical and aesthetic term borrowed from late 19th-century French painting after Monet's Impression, Sunrise. Composers were labeled Impressionists by analogy to the Impressionist painters who use starkly contrasting colors, effect of light on an object, blurry foreground and background, flattening perspective, etc. to make the observer focus their attention on the overall impression. The most prominent feature in musical Impressionism is the use of "color", or in musical terms, timbre, which can be achieved through orchestration, harmonic usage, texture, etc. Other elements of music Impressionism also involve new chord combinations, ambiguous tonality, extended harmonies, use of modes and exotic scales, parallel motion, extra-musicality, and evocative titles such as Reflets dans l'eau (Reflections on the water, 1905), Brouillards (Mists, 1913) etc. History Claude Debussy and Maurice Ravel are two leading figures in Impressionism, though Debussy rejected this label (in a 1908 letter he wrote "imbeciles call [what I am trying to write in Images] 'impressionism', a term employed with the utmost inaccuracy, especially by art critics who use it as a label to stick on Turner, the finest creator of mystery in the whole of art!") and Ravel displayed discomfort with it, at one point claiming that it could not be adequately applied to music at all. Debussy's Impressionist works typically "evoke a mood, feeling, atmosphere, or scene" by creating musical images through characteristic motifs, harmony, exotic scales (e.g., whole-tone and pentatonic scales), instrumental timbre, large unresolved chords (e.g., 9ths, 11ths, 13ths), parallel motion, ambiguous tonality, extreme chromaticism, heavy use of the piano pedals, and other elements. “The perception of Debussy’s compositional language as decidedly post-romantic/Impressionistic—nuanced, understated, and subtle—is firmly solidified among today’s musicians and well-informed audiences." Some Impressionist composers, Debussy and Ravel in particular, are also labeled as symbolist composers. One trait shared with both aesthetic trends is "a sense of detached observation: rather than expressing deeply felt emotion or telling a story"; as in symbolist poetry, the normal syntax is usually disrupted and individual images that carry the work's meaning are evoked. While Impressionism only began as a movement after about 1890, Ernest Fanelli was credited with inventing the style in the early 1880s. However, his works were unperformed before 1912. The performance of his works in that year led to claims that he was the father of musical Impressionism. Ravel wrote, "this impressionism is certainly very different from that of present-day composers...Mr. Fanelli's impressionism derives more directly from Berlioz." He added that Fanelli's alleged priority does not in any way diminish the achievements of later composers: "the investigations of the young Fanelli could not have diminished those of his colleagues...It is peculiar that these investigations suddenly assume importance because their embryo is discovered in a work written 30 years ago." Other composers linked to Impressionism include Lili Boulanger, Isaac Albéniz, Frederick Delius, Paul Dukas, Alexander Scriabin, Manuel de Falla, John Alden Carpenter, Ottorino Respighi, Charles Tomlinson Griffes, and Federico Mompou. The Finnish composer Jean Sibelius is also associated with Impressionism, and his tone poem The Swan of Tuonela (1893) predates Debussy's Prélude à l'après-midi d'un faune (regarded as a seminal work of musical Impressionism) by a year. The American composer Howard Hanson also borrowed from both Sibelius and Impressionism generally in works such as his Second Symphony. Characteristics One of the most important tools of musical Impressionism was the tensionless harmony. The dissonance of chords was not resolved, but was used as timbre. These chords were often shifted parallel. In the melodic field the whole tone scale, the pentatonic and church tonal turns were used. The melodics were characterized by their circular melodic movements. The timbre became the stylistic device of Impressionism instead of concise themes or other traditional forms. See also History of music References Further reading Fulcher, Jane. Debussy and His World. Princeton: Princeton University Press, 2001. . Machlis, Joseph, and Kristine Forney. The Enjoyment of Music, seventh edition. New York: W. W. Norton & Company, 1995. . Pasler, Jann. "Impressionism". The New Grove Dictionary of Music and Musicians, second edition, edited by Stanley Sadie and John Tyrrell. London: Macmillan Publishers, 2001. Thompson, Oscar. Debussy, Man and Artist. New York: Dodd, Mead & company, 1937. Impressionist music
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An island (or isle) is an isolated piece of habitat that is surrounded by a dramatically different habitat, such as water. Very small islands such as emergent land features on atolls can be called islets, skerries, cays or keys. An island in a river or a lake island may be called an eyot or ait, and a small island off the coast may be called a holm. Sedimentary islands in the Ganges delta are called chars. A grouping of geographically or geologically related islands, such as the Philippines, is referred to as an archipelago. An island may be described as such, despite the presence of an artificial land bridge; examples are Singapore and its causeway, and the various Dutch delta islands, such as IJsselmonde. Some places may even retain "island" in their names for historical reasons after being connected to a larger landmass by a land bridge or landfill, such as Coney Island and Coronado Island, though these are, strictly speaking, tied islands. Conversely, when a piece of land is separated from the mainland by a man-made canal, for example the Peloponnese by the Corinth Canal, more or less the entirety of Fennoscandia by the White Sea Canal, or Marble Hill in northern Manhattan during the time between the building of the United States Ship Canal and the filling-in of the Harlem River which surrounded the area, it is generally not considered an island. There are two main types of islands in the sea: continental and oceanic. There are also artificial islands, which are man-made. Etymology The word island derives from Middle English iland, from Old English igland (from ig or ieg, similarly meaning 'island' when used independently, and -land carrying its contemporary meaning; cf. Dutch eiland ("island"), German Eiland ("small island")). However, the spelling of the word was modified in the 15th century because of a false etymology caused by an incorrect association with the etymologically unrelated Old French loanword isle, which itself comes from the Latin word insula. Old English ieg is actually a cognate of Swedish ö and German Aue, and related to Latin aqua (water). Islets are very small islands. Relationships with Continents Differentiation from continents There is no standard of size that distinguishes islands from continents, or from islets. There is a difference between islands and continents in terms of geology. Continents are the largest landmass of a particular continental plate; this holds true for Australia, which sits on its own continental lithosphere and tectonic plate (the Australian Plate). By contrast, islands are either extensions of the oceanic crust (e.g. volcanic islands), or belong to a continental plate containing a larger landmass (continental islands); the latter is the case of Greenland, which sits on the North American Plate. Continental islands Continental islands are bodies of land that lie on the continental shelf of a continent. Examples are Borneo, Java, Sumatra, Sakhalin, Taiwan and Hainan off Asia; New Guinea, Tasmania, and Kangaroo Island off Australia; Great Britain, Ireland, and Sicily off Europe; Greenland, Newfoundland, Long Island, and Sable Island off North America; and Barbados, the Falkland Islands, and Trinidad off South America. Microcontinental islands A special type of continental island is the microcontinental island, which is created when a continent is rifted. Examples are Madagascar and Socotra off Africa, New Caledonia, New Zealand, and some of the Seychelles. Bars Another subtype is an island or bar formed by deposition of tiny rocks where water current loses some of its carrying capacity. This includes: barrier islands, which are accumulations of sand deposited by sea currents on the continental shelves fluvial or alluvial islands formed in river deltas or midstream within large rivers. While some are transitory and may disappear if the volume or speed of the current changes, others are stable and long-lived. Oceanic islands Tectonic versus volcanic Oceanic islands are islands that do not sit on continental shelves. The vast majority are volcanic in origin, such as Saint Helena in the South Atlantic Ocean. The few oceanic islands that are not volcanic are tectonic in origin and arise where plate movements have lifted up the ocean floor above the surface. Examples are the Saint Peter and Saint Paul Archipelago in the North Atlantic Ocean and Macquarie Island in the South Pacific Ocean. Volcanic islands Arcs One type of volcanic oceanic island is found in a volcanic island arc. These islands arise from volcanoes where the subduction of one plate under another is occurring. Examples are the Aleutian Islands, the Mariana Islands, and most of Tonga in the Pacific Ocean. The only examples in the Atlantic Ocean are some of the Lesser Antilles and the South Sandwich Islands. Oceanic Rifts Another type of volcanic oceanic island occurs where an oceanic rift reaches the surface. There are two examples: Iceland, which is the world's second largest volcanic island, and Jan Mayen. Both are in the Atlantic. Hotspots A third type of volcanic oceanic island is formed over volcanic hotspots. A hotspot is more or less stationary relative to the moving tectonic plate above it, so a chain of islands results as the plate drifts. Over long periods of time, this type of island is eventually "drowned" by isostatic adjustment and eroded, becoming a seamount. Plate movement across a hot-spot produces a line of islands oriented in the direction of the plate movement. An example is the Hawaiian Islands, from Hawaii to Kure, which continue beneath the sea surface in a more northerly direction as the Emperor Seamounts. Another chain with similar orientation is the Tuamotu Archipelago; its older, northerly trend is the Line Islands. The southernmost chain is the Austral Islands, with its northerly trending part the atolls in the nation of Tuvalu. Tristan da Cunha is an example of a hotspot volcano in the Atlantic Ocean. Another hotspot in the Atlantic is the island of Surtsey, which was formed in 1963. Atolls An atoll is an island formed from a coral reef that has grown on an eroded and submerged volcanic island. The reef rises to the surface of the water and forms a new island. Atolls are typically ring-shaped with a central lagoon. Examples are the Line Islands in the Pacific and the Maldives in the Indian Ocean. Tropical islands Approximately 45,000 tropical islands with an area of at least exist. Examples formed from coral reefs include Maldives, Tonga, Samoa, Nauru, and Polynesia. Granite islands include Seychelles and Tioman. The socio-economic diversity of tropical islands ranges from the Stone Age societies in the interior of North Sentinel, Madagascar, Borneo, and Papua New Guinea to the high-tech lifestyles of the city-islands of Singapore and Hong Kong. International tourism is a significant factor in the economy of many tropical islands including Seychelles, Sri Lanka, Mauritius, Réunion, Hawaii, Puerto Rico and the Maldives. De-islanding The process of de-islandisation is often concerning bridging, but there are other forms of linkages such as causeways: fixed transport links across narrow necks of water, some of which are only operative at low tides (e.g. that connecting Cornwall’s St Michael’s Mount to the peninsular mainland) while others (such as the Canso Causeway connecting Cape Breton to the Nova Scotia mainland), are usable all-year-round (aside from interruptions during storm surge periods). Another type of connection is fostered by harbour walls/breakwaters that incorporate offshore islets into their structures, such as those in Sai harbour in northern Honshu, Japan, and the connection to the mainland which transformed Ilhéu do Diego from an islet. De-islanded through its fixed link to the mainland, the former islet’s name, Ilhéu do Diego, became functionally redundant (and thereby archaic) and the location took the fort as its nomenclative reference point. Some former island sites have retained designations as islands after the draining/subsidence of surrounding waters and their fixed linkage to land (England’s Isle of Ely and Vancouver’s Granville Island being respective cases in point). Their names are thereby archaic in that they reflect the islands’ pasts rather than their present structures and/or transport logistics. Artificial islands Almost all of Earth's islands are natural and have been formed by tectonic forces or volcanic eruptions. However, artificial (man-made) islands also exist, such as the island in Osaka Bay off the Japanese island of Honshu, on which Kansai International Airport is located. Artificial islands can be built using natural materials (e.g., earth, rock, or sand) or artificial ones (e.g., concrete slabs or recycled waste). Sometimes natural islands are artificially enlarged, such as Vasilyevsky Island in the Russian city of St. Petersburg, which had its western shore extended westward by some 0.5 km in the construction of the Passenger Port of St. Petersburg. Artificial islands are sometimes built on pre-existing "low-tide elevation," a naturally formed area of land which is surrounded by and above water at low tide but submerged at high tide. Legally these are not islands and have no territorial sea of their own. Island superlatives Largest island: Greenland Largest island in a lake: Manitoulin Island, Ontario, Canada Largest lake island within a lake island: Treasure Island, in Lake Mindemoya on Manitoulin Island Largest island in a river: Bananal Island, Tocantins, Brazil Largest island in fresh water: Marajó, Pará, Brazil Largest sand island: Fraser Island, Queensland, Australia Largest uninhabited island: Devon Island, Nunavut, Canada Most populous island: Java, Indonesia Lowest island: Franchetti Island, Lake Afrera, Ethiopia Island shared by largest number of countries: Borneo (Brunei, Indonesia, Malaysia) Island with the highest point: New Guinea (Puncak Jaya, 4884 m), Indonesia Northernmost island: Kaffeklubben Island, Greenland Southernmost island (not fully surrounded by permanent ice): Ross Island, Antarctica Island with the most populated city: Honshu (Tokyo), Japan Most remote island (from nearest land): Bouvet Island Island with earliest known settlement: Sumatra (Lida Ajer cave), Indonesia See also Desert island Great wall of sand Island biogeography Island ecology Island country Island hopping Lake island List of ancient islands List of archipelagos List of artificial islands List of divided islands List of fictional islands List of island countries List of islands by area List of islands by body of water List of islands by continent List of islands by country List of islands by highest point List of islands by name List of islands by population List of islands by population density List of islands named after people Phantom island Private island River island Rock fever Small Island Developing States Tidal island References External links Definition of island from United Nations Convention on the Law of the Sea Listing of islands from United Nations Island Directory. Coastal and oceanic landforms Fluvial landforms Oceanographical terminology Lacustrine landforms
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Infusion refers to the process of extracting chemical compounds or flavors from plant material in a solvent by allowing the material to remain suspended in the solvent over time. Infusion may also refer to: A medical treatment in which liquid substances are delivered through various routes of administration: Intravenous therapy, the infusion of liquid substances directly into a vein for medical purposes Hypodermoclysis, also known as subcutaneous infusion Infusion (band), an Australian dance-music act Tea infuser, a device in which loose tea leaves are placed for brewing Infusion (roller coaster), a roller coaster at Pleasure Beach, Blackpool, UK See also Affusion, a form of Christian baptism where water is poured over the head
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Sir Isaac Newton (25 December 1642 – 20 March 1726/27) was an English mathematician, physicist, astronomer, alchemist, theologian, and author (described in his time as a "natural philosopher") widely recognised as one of the greatest mathematicians and physicists of all time and among the most influential scientists. He was a key figure in the philosophical revolution known as the Enlightenment. His book Philosophiæ Naturalis Principia Mathematica (Mathematical Principles of Natural Philosophy), first published in 1687, established classical mechanics. Newton also made seminal contributions to optics, and shares credit with German mathematician Gottfried Wilhelm Leibniz for developing infinitesimal calculus. In the Principia, Newton formulated the laws of motion and universal gravitation that formed the dominant scientific viewpoint until it was superseded by the theory of relativity. Newton used his mathematical description of gravity to derive Kepler's laws of planetary motion, account for tides, the trajectories of comets, the precession of the equinoxes and other phenomena, eradicating doubt about the Solar System's heliocentricity. He demonstrated that the motion of objects on Earth and celestial bodies could be accounted for by the same principles. Newton's inference that the Earth is an oblate spheroid was later confirmed by the geodetic measurements of Maupertuis, La Condamine, and others, convincing most European scientists of the superiority of Newtonian mechanics over earlier systems. Newton built the first practical reflecting telescope and developed a sophisticated theory of colour based on the observation that a prism separates white light into the colours of the visible spectrum. His work on light was collected in his highly influential book Opticks, published in 1704. He also formulated an empirical law of cooling, made the first theoretical calculation of the speed of sound, and introduced the notion of a Newtonian fluid. In addition to his work on calculus, as a mathematician Newton contributed to the study of power series, generalised the binomial theorem to non-integer exponents, developed a method for approximating the roots of a function, and classified most of the cubic plane curves. Newton was a fellow of Trinity College and the second Lucasian Professor of Mathematics at the University of Cambridge. He was a devout but unorthodox Christian who privately rejected the doctrine of the Trinity. Unusually for a member of the Cambridge faculty of the day, he refused to take holy orders in the Church of England. Beyond his work on the mathematical sciences, Newton dedicated much of his time to the study of alchemy and biblical chronology, but most of his work in those areas remained unpublished until long after his death. Politically and personally tied to the Whig party, Newton served two brief terms as Member of Parliament for the University of Cambridge, in 1689–1690 and 1701–1702. He was knighted by Queen Anne in 1705 and spent the last three decades of his life in London, serving as Warden (1696–1699) and Master (1699–1727) of the Royal Mint, as well as president of the Royal Society (1703–1727). Early life Isaac Newton was born (according to the Julian calendar in use in England at the time) on Christmas Day, 25 December 1642 (NS 4 January 1643), "an hour or two after midnight", at Woolsthorpe Manor in Woolsthorpe-by-Colsterworth, a hamlet in the county of Lincolnshire. His father, also named Isaac Newton, had died three months before. Born prematurely, Newton was a small child; his mother Hannah Ayscough reportedly said that he could have fit inside a quart mug. When Newton was three, his mother remarried and went to live with her new husband, the Reverend Barnabas Smith, leaving her son in the care of his maternal grandmother, Margery Ayscough (née Blythe). Newton disliked his stepfather and maintained some enmity towards his mother for marrying him, as revealed by this entry in a list of sins committed up to the age of 19: "Threatening my father and mother Smith to burn them and the house over them." Newton's mother had three children (Mary, Benjamin and Hannah) from her second marriage. From the age of about twelve until he was seventeen, Newton was educated at The King's School, Grantham, which taught Latin and Ancient Greek and probably imparted a significant foundation of mathematics. He was removed from school and returned to Woolsthorpe-by-Colsterworth by October 1659. His mother, widowed for the second time, attempted to make him a farmer, an occupation he hated. Henry Stokes, master at The King's School, persuaded his mother to send him back to school. Motivated partly by a desire for revenge against a schoolyard bully, he became the top-ranked student, distinguishing himself mainly by building sundials and models of windmills. In June 1661, he was admitted to Trinity College, Cambridge, on the recommendation of his uncle Rev William Ayscough, who had studied there. He started as a subsizar—paying his way by performing valet's duties—until he was awarded a scholarship in 1664, guaranteeing him four more years until he could get his MA. At that time the college's teachings were based on those of Aristotle, whom Newton supplemented with modern philosophers such as Descartes and astronomers such as Galileo and Thomas Street, through whom he learned of Kepler's work. He set down in his notebook a series of "Quaestiones" about mechanical philosophy as he found it. In 1665, he discovered the generalised binomial theorem and began to develop a mathematical theory that later became calculus. Soon after Newton had obtained his BA degree in August 1665, the university temporarily closed as a precaution against the Great Plague. Although he had been undistinguished as a Cambridge student, Newton's private studies at his home in Woolsthorpe over the subsequent two years saw the development of his theories on calculus, optics, and the law of gravitation. In April 1667, he returned to Cambridge and in October was elected as a fellow of Trinity. Fellows were required to become ordained priests, although this was not enforced in the restoration years and an assertion of conformity to the Church of England was sufficient. However, by 1675 the issue could not be avoided and by then his unconventional views stood in the way. Nevertheless, Newton managed to avoid it by means of special permission from Charles II. His studies had impressed the Lucasian professor Isaac Barrow, who was more anxious to develop his own religious and administrative potential (he became master of Trinity two years later); in 1669 Newton succeeded him, only one year after receiving his MA. He was elected a Fellow of the Royal Society (FRS) in 1672. Middle years Calculus Newton's work has been said "to distinctly advance every branch of mathematics then studied". His work on the subject, usually referred to as fluxions or calculus, seen in a manuscript of October 1666, is now published among Newton's mathematical papers. His work De analysi per aequationes numero terminorum infinitas, sent by Isaac Barrow to John Collins in June 1669, was identified by Barrow in a letter sent to Collins that August as the work "of an extraordinary genius and proficiency in these things". Newton later became involved in a dispute with Leibniz over priority in the development of calculus (the Leibniz–Newton calculus controversy). Most modern historians believe that Newton and Leibniz developed calculus independently, although with very different mathematical notations. Occasionally it has been suggested that Newton published almost nothing about it until 1693, and did not give a full account until 1704, while Leibniz began publishing a full account of his methods in 1684. Leibniz's notation and "differential Method", nowadays recognised as much more convenient notations, were adopted by continental European mathematicians, and after 1820 or so, also by British mathematicians. His work extensively uses calculus in geometric form based on limiting values of the ratios of vanishingly small quantities: in the Principia itself, Newton gave demonstration of this under the name of "the method of first and last ratios" and explained why he put his expositions in this form, remarking also that "hereby the same thing is performed as by the method of indivisibles." Because of this, the Principia has been called "a book dense with the theory and application of the infinitesimal calculus" in modern times and in Newton's time "nearly all of it is of this calculus." His use of methods involving "one or more orders of the infinitesimally small" is present in his De motu corporum in gyrum of 1684 and in his papers on motion "during the two decades preceding 1684". Newton had been reluctant to publish his calculus because he feared controversy and criticism. He was close to the Swiss mathematician Nicolas Fatio de Duillier. In 1691, Duillier started to write a new version of Newton's Principia, and corresponded with Leibniz. In 1693, the relationship between Duillier and Newton deteriorated and the book was never completed. Starting in 1699, other members of the Royal Society accused Leibniz of plagiarism. The dispute then broke out in full force in 1711 when the Royal Society proclaimed in a study that it was Newton who was the true discoverer and labelled Leibniz a fraud; it was later found that Newton wrote the study's concluding remarks on Leibniz. Thus began the bitter controversy which marred the lives of both Newton and Leibniz until the latter's death in 1716. Newton is generally credited with the generalised binomial theorem, valid for any exponent. He discovered Newton's identities, Newton's method, classified cubic plane curves (polynomials of degree three in two variables), made substantial contributions to the theory of finite differences, and was the first to use fractional indices and to employ coordinate geometry to derive solutions to Diophantine equations. He approximated partial sums of the harmonic series by logarithms (a precursor to Euler's summation formula) and was the first to use power series with confidence and to revert power series. Newton's work on infinite series was inspired by Simon Stevin's decimals. When Newton received his MA and became a Fellow of the "College of the Holy and Undivided Trinity" in 1667, he made the commitment that "I will either set Theology as the object of my studies and will take holy orders when the time prescribed by these statutes [7 years] arrives, or I will resign from the college." Up until this point he had not thought much about religion and had twice signed his agreement to the thirty-nine articles, the basis of Church of England doctrine. He was appointed Lucasian Professor of Mathematics in 1669, on Barrow's recommendation. During that time, any Fellow of a college at Cambridge or Oxford was required to take holy orders and become an ordained Anglican priest. However, the terms of the Lucasian professorship required that the holder be active in the church – presumably, so as to have more time for science. Newton argued that this should exempt him from the ordination requirement, and Charles II, whose permission was needed, accepted this argument. Thus a conflict between Newton's religious views and Anglican orthodoxy was averted. Optics In 1666, Newton observed that the spectrum of colours exiting a prism in the position of minimum deviation is oblong, even when the light ray entering the prism is circular, which is to say, the prism refracts different colours by different angles. This led him to conclude that colour is a property intrinsic to light – a point which had, until then, been a matter of debate. From 1670 to 1672, Newton lectured on optics. During this period he investigated the refraction of light, demonstrating that the multicoloured image produced by a prism, which he named a spectrum, could be recomposed into white light by a lens and a second prism. Modern scholarship has revealed that Newton's analysis and resynthesis of white light owes a debt to corpuscular alchemy. He showed that coloured light does not change its properties by separating out a coloured beam and shining it on various objects, and that regardless of whether reflected, scattered, or transmitted, the light remains the same colour. Thus, he observed that colour is the result of objects interacting with already-coloured light rather than objects generating the colour themselves. This is known as Newton's theory of colour. From this work, he concluded that the lens of any refracting telescope would suffer from the dispersion of light into colours (chromatic aberration). As a proof of the concept, he constructed a telescope using reflective mirrors instead of lenses as the objective to bypass that problem. Building the design, the first known functional reflecting telescope, today known as a Newtonian telescope, involved solving the problem of a suitable mirror material and shaping technique. Newton ground his own mirrors out of a custom composition of highly reflective speculum metal, using Newton's rings to judge the quality of the optics for his telescopes. In late 1668, he was able to produce this first reflecting telescope. It was about eight inches long and it gave a clearer and larger image. In 1671, the Royal Society asked for a demonstration of his reflecting telescope. Their interest encouraged him to publish his notes, Of Colours, which he later expanded into the work Opticks. When Robert Hooke criticised some of Newton's ideas, Newton was so offended that he withdrew from public debate. Newton and Hooke had brief exchanges in 1679–80, when Hooke, appointed to manage the Royal Society's correspondence, opened up a correspondence intended to elicit contributions from Newton to Royal Society transactions, which had the effect of stimulating Newton to work out a proof that the elliptical form of planetary orbits would result from a centripetal force inversely proportional to the square of the radius vector. But the two men remained generally on poor terms until Hooke's death. Newton argued that light is composed of particles or corpuscles, which were refracted by accelerating into a denser medium. He verged on soundlike waves to explain the repeated pattern of reflection and transmission by thin films (Opticks Bk.II, Props. 12), but still retained his theory of 'fits' that disposed corpuscles to be reflected or transmitted (Props.13). However, later physicists favoured a purely wavelike explanation of light to account for the interference patterns and the general phenomenon of diffraction. Today's quantum mechanics, photons, and the idea of wave–particle duality bear only a minor resemblance to Newton's understanding of light. In his Hypothesis of Light of 1675, Newton posited the existence of the ether to transmit forces between particles. The contact with the Cambridge Platonist philosopher Henry More revived his interest in alchemy. He replaced the ether with occult forces based on Hermetic ideas of attraction and repulsion between particles. John Maynard Keynes, who acquired many of Newton's writings on alchemy, stated that "Newton was not the first of the age of reason: He was the last of the magicians." Newton's interest in alchemy cannot be isolated from his contributions to science. This was at a time when there was no clear distinction between alchemy and science. Had he not relied on the occult idea of action at a distance, across a vacuum, he might not have developed his theory of gravity. In 1704, Newton published Opticks, in which he expounded his corpuscular theory of light. He considered light to be made up of extremely subtle corpuscles, that ordinary matter was made of grosser corpuscles and speculated that through a kind of alchemical transmutation "Are not gross Bodies and Light convertible into one another, ... and may not Bodies receive much of their Activity from the Particles of Light which enter their Composition?" Newton also constructed a primitive form of a frictional electrostatic generator, using a glass globe. In his book Opticks, Newton was the first to show a diagram using a prism as a beam expander, and also the use of multiple-prism arrays. Some 278 years after Newton's discussion, multiple-prism beam expanders became central to the development of narrow-linewidth tunable lasers. Also, the use of these prismatic beam expanders led to the multiple-prism dispersion theory. Subsequent to Newton, much has been amended. Young and Fresnel combined Newton's particle theory with Huygens' wave theory to show that colour is the visible manifestation of light's wavelength. Science also slowly came to realise the difference between perception of colour and mathematisable optics. The German poet and scientist, Goethe, could not shake the Newtonian foundation but "one hole Goethe did find in Newton's armour, ... Newton had committed himself to the doctrine that refraction without colour was impossible. He, therefore, thought that the object-glasses of telescopes must forever remain imperfect, achromatism and refraction being incompatible. This inference was proved by Dollond to be wrong." Gravity In 1679, Newton returned to his work on celestial mechanics by considering gravitation and its effect on the orbits of planets with reference to Kepler's laws of planetary motion. This followed stimulation by a brief exchange of letters in 1679–80 with Hooke, who had been appointed to manage the Royal Society's correspondence, and who opened a correspondence intended to elicit contributions from Newton to Royal Society transactions. Newton's reawakening interest in astronomical matters received further stimulus by the appearance of a comet in the winter of 1680–1681, on which he corresponded with John Flamsteed. After the exchanges with Hooke, Newton worked out a proof that the elliptical form of planetary orbits would result from a centripetal force inversely proportional to the square of the radius vector. Newton communicated his results to Edmond Halley and to the Royal Society in De motu corporum in gyrum, a tract written on about nine sheets which was copied into the Royal Society's Register Book in December 1684. This tract contained the nucleus that Newton developed and expanded to form the Principia. The Principia was published on 5 July 1687 with encouragement and financial help from Edmond Halley. In this work, Newton stated the three universal laws of motion. Together, these laws describe the relationship between any object, the forces acting upon it and the resulting motion, laying the foundation for classical mechanics. They contributed to many advances during the Industrial Revolution which soon followed and were not improved upon for more than 200 years. Many of these advances continue to be the underpinnings of non-relativistic technologies in the modern world. He used the Latin word gravitas (weight) for the effect that would become known as gravity, and defined the law of universal gravitation. In the same work, Newton presented a calculus-like method of geometrical analysis using 'first and last ratios', gave the first analytical determination (based on Boyle's law) of the speed of sound in air, inferred the oblateness of Earth's spheroidal figure, accounted for the precession of the equinoxes as a result of the Moon's gravitational attraction on the Earth's oblateness, initiated the gravitational study of the irregularities in the motion of the Moon, provided a theory for the determination of the orbits of comets, and much more. Newton made clear his heliocentric view of the Solar System—developed in a somewhat modern way because already in the mid-1680s he recognised the "deviation of the Sun" from the centre of gravity of the Solar System. For Newton, it was not precisely the centre of the Sun or any other body that could be considered at rest, but rather "the common centre of gravity of the Earth, the Sun and all the Planets is to be esteem'd the Centre of the World", and this centre of gravity "either is at rest or moves uniformly forward in a right line" (Newton adopted the "at rest" alternative in view of common consent that the centre, wherever it was, was at rest). Newton's postulate of an invisible force able to act over vast distances led to him being criticised for introducing "occult agencies" into science. Later, in the second edition of the Principia (1713), Newton firmly rejected such criticisms in a concluding General Scholium, writing that it was enough that the phenomena implied a gravitational attraction, as they did; but they did not so far indicate its cause, and it was both unnecessary and improper to frame hypotheses of things that were not implied by the phenomena. (Here Newton used what became his famous expression "hypotheses non-fingo"). With the Principia, Newton became internationally recognised. He acquired a circle of admirers, including the Swiss-born mathematician Nicolas Fatio de Duillier. In 1710, Newton found 72 of the 78 "species" of cubic curves and categorised them into four types. In 1717, and probably with Newton's help, James Stirling proved that every cubic was one of these four types. Newton also claimed that the four types could be obtained by plane projection from one of them, and this was proved in 1731, four years after his death. Later life In the 1690s, Newton wrote a number of religious tracts dealing with the literal and symbolic interpretation of the Bible. A manuscript Newton sent to John Locke in which he disputed the fidelity of 1 John 5:7—the Johannine Comma—and its fidelity to the original manuscripts of the New Testament, remained unpublished until 1785. Newton was also a member of the Parliament of England for Cambridge University in 1689 and 1701, but according to some accounts his only comments were to complain about a cold draught in the chamber and request that the window be closed. He was, however, noted by Cambridge diarist Abraham de la Pryme to have rebuked students who were frightening locals by claiming that a house was haunted. Newton moved to London to take up the post of warden of the Royal Mint in 1696, a position that he had obtained through the patronage of Charles Montagu, 1st Earl of Halifax, then Chancellor of the Exchequer. He took charge of England's great recoining, trod on the toes of Lord Lucas, Governor of the Tower, and secured the job of deputy comptroller of the temporary Chester branch for Edmond Halley. Newton became perhaps the best-known Master of the Mint upon the death of Thomas Neale in 1699, a position Newton held for the last 30 years of his life. These appointments were intended as sinecures, but Newton took them seriously. He retired from his Cambridge duties in 1701, and exercised his authority to reform the currency and punish clippers and counterfeiters. As Warden, and afterwards as Master, of the Royal Mint, Newton estimated that 20 percent of the coins taken in during the Great Recoinage of 1696 were counterfeit. Counterfeiting was high treason, punishable by the felon being hanged, drawn and quartered. Despite this, convicting even the most flagrant criminals could be extremely difficult, however, Newton proved equal to the task. Disguised as a habitué of bars and taverns, he gathered much of that evidence himself. For all the barriers placed to prosecution, and separating the branches of government, English law still had ancient and formidable customs of authority. Newton had himself made a justice of the peace in all the home counties. A draft letter regarding the matter is included in Newton's personal first edition of Philosophiæ Naturalis Principia Mathematica, which he must have been amending at the time. Then he conducted more than 100 cross-examinations of witnesses, informers, and suspects between June 1698 and Christmas 1699. Newton successfully prosecuted 28 coiners. Newton was made President of the Royal Society in 1703 and an associate of the French Académie des Sciences. In his position at the Royal Society, Newton made an enemy of John Flamsteed, the Astronomer Royal, by prematurely publishing Flamsteed's Historia Coelestis Britannica, which Newton had used in his studies. In April 1705, Queen Anne knighted Newton during a royal visit to Trinity College, Cambridge. The knighthood is likely to have been motivated by political considerations connected with the parliamentary election in May 1705, rather than any recognition of Newton's scientific work or services as Master of the Mint. Newton was the second scientist to be knighted, after Francis Bacon. As a result of a report written by Newton on 21 September 1717 to the Lords Commissioners of His Majesty's Treasury, the bimetallic relationship between gold coins and silver coins was changed by royal proclamation on 22 December 1717, forbidding the exchange of gold guineas for more than 21 silver shillings. This inadvertently resulted in a silver shortage as silver coins were used to pay for imports, while exports were paid for in gold, effectively moving Britain from the silver standard to its first gold standard. It is a matter of debate as to whether he intended to do this or not. It has been argued that Newton conceived of his work at the Mint as a continuation of his alchemical work. Newton was invested in the South Sea Company and lost some £20,000 (£4.4 million in 2020) when it collapsed in around 1720. Toward the end of his life, Newton took up residence at Cranbury Park, near Winchester, with his niece and her husband, until his death. His half-niece, Catherine Barton Conduitt, served as his hostess in social affairs at his house on Jermyn Street in London; he was her "very loving Uncle", according to his letter to her when she was recovering from smallpox. Death Newton died in his sleep in London on 20 March 1727 (OS 20 March 1726; NS 31 March 1727). He was given a ceremonial funeral, attended by nobles, scientists, and philosophers, and was buried in Westminster Abbey among kings and queens. He is also the first scientist to be buried in the abbey. Voltaire may have been present at his funeral. A bachelor, he had divested much of his estate to relatives during his last years, and died intestate. His papers went to John Conduitt and Catherine Barton. After his death, Newton's hair was examined and found to contain mercury, probably resulting from his alchemical pursuits. Mercury poisoning could explain Newton's eccentricity in late life. Personality and personal relations Although it was claimed that he was once engaged, Newton never married. The French writer and philosopher Voltaire, who was in London at the time of Newton's funeral, said that he "was never sensible to any passion, was not subject to the common frailties of mankind, nor had any commerce with women—a circumstance which was assured me by the physician and surgeon who attended him in his last moments". This now-widespread belief that he died a virgin has been commented on by writers as diverse as mathematician Charles Hutton, economist John Maynard Keynes, and physicist Carl Sagan. Newton had a close friendship with the Swiss mathematician Nicolas Fatio de Duillier, whom he met in London around 1689—some of their correspondence has survived. Their relationship came to an abrupt and unexplained end in 1693, and at the same time Newton suffered a nervous breakdown, which included sending wild accusatory letters to his friends Samuel Pepys and John Locke. His note to the latter included the charge that Locke "endeavoured to embroil me with woemen". Newton was relatively modest about his achievements, writing in a letter to Robert Hooke in February 1676, "If I have seen further it is by standing on the shoulders of giants." Two writers think that the sentence, written at a time when Newton and Hooke were in dispute over optical discoveries, was an oblique attack on Hooke (said to have been short and hunchbacked), rather than—or in addition to—a statement of modesty. On the other hand, the widely known proverb about standing on the shoulders of giants, published among others by seventeenth-century poet George Herbert (a former orator of the University of Cambridge and fellow of Trinity College) in his Jacula Prudentum (1651), had as its main point that "a dwarf on a giant's shoulders sees farther of the two", and so its effect as an analogy would place Newton himself rather than Hooke as the 'dwarf'. In a later memoir, Newton wrote, "I do not know what I may appear to the world, but to myself I seem to have been only like a boy playing on the sea-shore, and diverting myself in now and then finding a smoother pebble or a prettier shell than ordinary, whilst the great ocean of truth lay all undiscovered before me." In 2015, Steven Weinberg, a Nobel laureate in physics, called Newton "a nasty antagonist" and "a bad man to have as an enemy". He particularly noted Newton's attitude towards Robert Hooke and Gottfried Wilhelm Leibniz. It has been suggested from these and other traits, and his profound power of concentration, that Newton may have had a form of high-functioning autism, known as Asperger's syndrome. Legacy Fame The mathematician Joseph-Louis Lagrange said that Newton was the greatest genius who ever lived, and once added that Newton was also "the most fortunate, for we cannot find more than once a system of the world to establish." English poet Alexander Pope wrote the famous epitaph: Nature, and Nature's laws lay hid in night. God said, Let Newton be! and all was light. But this was not allowed to be inscribed in the monument. The epitaph in the monument is as follows: H. S. E. ISAACUS NEWTON Eques Auratus, / Qui, animi vi prope divinâ, / Planetarum Motus, Figuras, / Cometarum semitas, Oceanique Aestus. Suâ Mathesi facem praeferente / Primus demonstravit: / Radiorum Lucis dissimilitudines, / Colorumque inde nascentium proprietates, / Quas nemo antea vel suspicatus erat, pervestigavit. / Naturae, Antiquitatis, S. Scripturae, / Sedulus, sagax, fidus Interpres / Dei O. M. Majestatem Philosophiâ asseruit, / Evangelij Simplicitatem Moribus expressit. / Sibi gratulentur Mortales, / Tale tantumque exstitisse / HUMANI GENERIS DECUS. / NAT. XXV DEC. A.D. MDCXLII. OBIIT. XX. MAR. MDCCXXVI, which can be translated as follows: Here is buried Isaac Newton, Knight, who by a strength of mind almost divine, and mathematical principles peculiarly his own, explored the course and figures of the planets, the paths of comets, the tides of the sea, the dissimilarities in rays of light, and, what no other scholar has previously imagined, the properties of the colours thus produced. Diligent, sagacious and faithful, in his expositions of nature, antiquity and the holy Scriptures, he vindicated by his philosophy the majesty of God mighty and good, and expressed the simplicity of the Gospel in his manners. Mortals rejoice that there has existed such and so great an ornament of the human race! He was born on 25th December 1642, and died on 20th March 1726. In a 2005 survey of members of Britain's Royal Society (formerly headed by Newton) asking who had the greater effect on the history of science, Newton or Albert Einstein, the members deemed Newton to have made the greater overall contribution. In 1999, an opinion poll of 100 of the day's leading physicists voted Einstein the "greatest physicist ever," with Newton the runner-up, while a parallel survey of rank-and-file physicists by the site PhysicsWeb gave the top spot to Newton. Einstein kept a picture of Newton on his study wall alongside ones of Michael Faraday and James Clerk Maxwell. The SI derived unit of force is named the newton in his honour. Woolsthorpe By Colsterworth is a Grade I listed building by Historic England through being his birthplace and "where he discovered gravity and developed his theories regarding the refraction of light". In 1816, a tooth said to have belonged to Newton was sold for £730 (3,633) in London to an aristocrat who had it set in a ring. Guinness World Records 2002 classified it as the most valuable tooth, which would value approximately £25,000 (35,700) in late 2001. Who bought it and who currently has it has not been disclosed. Apple incident Newton himself often told the story that he was inspired to formulate his theory of gravitation by watching the fall of an apple from a tree. The story is believed to have passed into popular knowledge after being related by Catherine Barton, Newton's niece, to Voltaire. Voltaire then wrote in his Essay on Epic Poetry (1727), "Sir Isaac Newton walking in his gardens, had the first thought of his system of gravitation, upon seeing an apple falling from a tree." Although it has been said that the apple story is a myth and that he did not arrive at his theory of gravity at any single moment, acquaintances of Newton (such as William Stukeley, whose manuscript account of 1752 has been made available by the Royal Society) do in fact confirm the incident, though not the apocryphal version that the apple actually hit Newton's head. Stukeley recorded in his Memoirs of Sir Isaac Newton's Life a conversation with Newton in Kensington on 15 April 1726: John Conduitt, Newton's assistant at the Royal Mint and husband of Newton's niece, also described the event when he wrote about Newton's life: It is known from his notebooks that Newton was grappling in the late 1660s with the idea that terrestrial gravity extends, in an inverse-square proportion, to the Moon; however, it took him two decades to develop the full-fledged theory. The question was not whether gravity existed, but whether it extended so far from Earth that it could also be the force holding the Moon to its orbit. Newton showed that if the force decreased as the inverse square of the distance, one could indeed calculate the Moon's orbital period, and get good agreement. He guessed the same force was responsible for other orbital motions, and hence named it "universal gravitation". Various trees are claimed to be "the" apple tree which Newton describes. The King's School, Grantham claims that the tree was purchased by the school, uprooted and transported to the headmaster's garden some years later. The staff of the (now) National Trust-owned Woolsthorpe Manor dispute this, and claim that a tree present in their gardens is the one described by Newton. A descendant of the original tree can be seen growing outside the main gate of Trinity College, Cambridge, below the room Newton lived in when he studied there. The National Fruit Collection at Brogdale in Kent can supply grafts from their tree, which appears identical to Flower of Kent, a coarse-fleshed cooking variety. Commemorations Newton's monument (1731) can be seen in Westminster Abbey, at the north of the entrance to the choir against the choir screen, near his tomb. It was executed by the sculptor Michael Rysbrack (1694–1770) in white and grey marble with design by the architect William Kent. The monument features a figure of Newton reclining on top of a sarcophagus, his right elbow resting on several of his great books and his left hand pointing to a scroll with a mathematical design. Above him is a pyramid and a celestial globe showing the signs of the Zodiac and the path of the comet of 1680. A relief panel depicts putti using instruments such as a telescope and prism. The Latin inscription on the base translates as:Here is buried Isaac Newton, Knight, who by a strength of mind almost divine, and mathematical principles peculiarly his own, explored the course and figures of the planets, the paths of comets, the tides of the sea, the dissimilarities in rays of light, and, what no other scholar has previously imagined, the properties of the colours thus produced. Diligent, sagacious and faithful, in his expositions of nature, antiquity and the holy Scriptures, he vindicated by his philosophy the majesty of God mighty and good, and expressed the simplicity of the Gospel in his manners. Mortals rejoice that there has existed such and so great an ornament of the human race! He was born on 25 December 1642, and died on 20 March 1726/7.—Translation from G.L. Smyth, The Monuments and Genii of St. Paul's Cathedral, and of Westminster Abbey (1826), ii, 703–704. From 1978 until 1988, an image of Newton designed by Harry Ecclestone appeared on Series D £1 banknotes issued by the Bank of England (the last £1 notes to be issued by the Bank of England). Newton was shown on the reverse of the notes holding a book and accompanied by a telescope, a prism and a map of the Solar System. A statue of Isaac Newton, looking at an apple at his feet, can be seen at the Oxford University Museum of Natural History. A large bronze statue, Newton, after William Blake, by Eduardo Paolozzi, dated 1995 and inspired by Blake's etching, dominates the piazza of the British Library in London. A bronze statue of Newton was erected in 1858 in the centre of Grantham where he went to school, prominently standing in front of Grantham Guildhall. The still-surviving farmhouse at Woolsthorpe By Colsterworth is a Grade I listed building by Historic England through being his birthplace and "where he discovered gravity and developed his theories regarding the refraction of light". Theology Religious views Although born into an Anglican family, by his thirties Newton held a Christian faith that, had it been made public, would not have been considered orthodox by mainstream Christianity, with one historian labelling him a heretic. By 1672, he had started to record his theological researches in notebooks which he showed to no one and which have only recently been examined. They demonstrate an extensive knowledge of early Church writings and show that in the conflict between Athanasius and Arius which defined the Creed, he took the side of Arius, the loser, who rejected the conventional view of the Trinity. Newton "recognized Christ as a divine mediator between God and man, who was subordinate to the Father who created him." He was especially interested in prophecy, but for him, "the great apostasy was trinitarianism." Newton tried unsuccessfully to obtain one of the two fellowships that exempted the holder from the ordination requirement. At the last moment in 1675 he received a dispensation from the government that excused him and all future holders of the Lucasian chair. In Newton's eyes, worshipping Christ as God was idolatry, to him the fundamental sin. In 1999, historian Stephen D. Snobelen wrote, "Isaac Newton was a heretic. But ... he never made a public declaration of his private faith—which the orthodox would have deemed extremely radical. He hid his faith so well that scholars are still unraveling his personal beliefs." Snobelen concludes that Newton was at least a Socinian sympathiser (he owned and had thoroughly read at least eight Socinian books), possibly an Arian and almost certainly an anti-trinitarian. The view that Newton was Semi-Arian has lost support now that scholars have investigated Newton's theological papers, and now most scholars identify Newton as an Antitrinitarian monotheist. Although the laws of motion and universal gravitation became Newton's best-known discoveries, he warned against using them to view the Universe as a mere machine, as if akin to a great clock. He said, "So then gravity may put the planets into motion, but without the Divine Power it could never put them into such a circulating motion, as they have about the sun". Along with his scientific fame, Newton's studies of the Bible and of the early Church Fathers were also noteworthy. Newton wrote works on textual criticism, most notably An Historical Account of Two Notable Corruptions of Scripture and Observations upon the Prophecies of Daniel, and the Apocalypse of St. John. He placed the crucifixion of Jesus Christ at 3 April, AD 33, which agrees with one traditionally accepted date. He believed in a rationally immanent world, but he rejected the hylozoism implicit in Leibniz and Baruch Spinoza. The ordered and dynamically informed Universe could be understood, and must be understood, by an active reason. In his correspondence, Newton claimed that in writing the Principia "I had an eye upon such Principles as might work with considering men for the belief of a Deity". He saw evidence of design in the system of the world: "Such a wonderful uniformity in the planetary system must be allowed the effect of choice". But Newton insisted that divine intervention would eventually be required to reform the system, due to the slow growth of instabilities. For this, Leibniz lampooned him: "God Almighty wants to wind up his watch from time to time: otherwise it would cease to move. He had not, it seems, sufficient foresight to make it a perpetual motion." Newton's position was vigorously defended by his follower Samuel Clarke in a famous correspondence. A century later, Pierre-Simon Laplace's work Celestial Mechanics had a natural explanation for why the planet orbits do not require periodic divine intervention. The contrast between Laplace's mechanistic worldview and Newton's one is the most strident considering the famous answer which the French scientist gave Napoleon, who had criticised him for the absence of the Creator in the Mécanique céleste: "Sire, j'ai pu me passer de cette hypothèse" ("Sir, I didn't need this hypothesis"). Scholars long debated whether Newton disputed the doctrine of the Trinity. His first biographer, David Brewster, who compiled his manuscripts, interpreted Newton as questioning the veracity of some passages used to support the Trinity, but never denying the doctrine of the Trinity as such. In the twentieth century, encrypted manuscripts written by Newton and bought by John Maynard Keynes (among others) were deciphered and it became known that Newton did indeed reject Trinitarianism. Religious thought Newton and Robert Boyle's approach to the mechanical philosophy was promoted by rationalist pamphleteers as a viable alternative to the pantheists and enthusiasts, and was accepted hesitantly by orthodox preachers as well as dissident preachers like the latitudinarians. The clarity and simplicity of science was seen as a way to combat the emotional and metaphysical superlatives of both superstitious enthusiasm and the threat of atheism, and at the same time, the second wave of English deists used Newton's discoveries to demonstrate the possibility of a "Natural Religion". The attacks made against pre-Enlightenment "magical thinking", and the mystical elements of Christianity, were given their foundation with Boyle's mechanical conception of the universe. Newton gave Boyle's ideas their completion through mathematical proofs and, perhaps more importantly, was very successful in popularising them. The occult In a manuscript he wrote in 1704 (never intended to be published), he mentions the date of 2060, but it is not given as a date for the end of days. It has been falsely reported as a prediction. The passage is clear when the date is read in context. He was against date setting for the end of days, concerned that this would put Christianity into disrepute. Alchemy In the character of Morton Opperly in "Poor Superman" (1951), speculative fiction author Fritz Leiber says of Newton, "Everyone knows Newton as the great scientist. Few remember that he spent half his life muddling with alchemy, looking for the philosopher's stone. That was the pebble by the seashore he really wanted to find." Of an estimated ten million words of writing in Newton's papers, about one million deal with alchemy. Many of Newton's writings on alchemy are copies of other manuscripts, with his own annotations. Alchemical texts mix artisanal knowledge with philosophical speculation, often hidden behind layers of wordplay, allegory, and imagery to protect craft secrets. Some of the content contained in Newton's papers could have been considered heretical by the church. In 1888, after spending sixteen years cataloguing Newton's papers, Cambridge University kept a small number and returned the rest to the Earl of Portsmouth. In 1936, a descendant offered the papers for sale at Sotheby's. The collection was broken up and sold for a total of about £9,000. John Maynard Keynes was one of about three dozen bidders who obtained part of the collection at auction. Keynes went on to reassemble an estimated half of Newton's collection of papers on alchemy before donating his collection to Cambridge University in 1946. All of Newton's known writings on alchemy are currently being put online in a project undertaken by Indiana University: "The Chymistry of Isaac Newton" and summarised in a book. Charles Coulston Gillispie disputes that Newton ever practised alchemy, saying that "his chemistry was in the spirit of Boyle's corpuscular philosophy." In June 2020, two unpublished pages of Newton's notes on Jan Baptist van Helmont's book on plague, De Peste, were being auctioned online by Bonhams. Newton's analysis of this book, which he made in Cambridge while protecting himself from London's 1665–1666 infection, is the most substantial written statement he is known to have made about the plague, according to Bonhams. As far as the therapy is concerned, Newton writes that "the best is a toad suspended by the legs in a chimney for three days, which at last vomited up earth with various insects in it, on to a dish of yellow wax, and shortly after died. Combining powdered toad with the excretions and serum made into lozenges and worn about the affected area drove away the contagion and drew out the poison". The Enlightenment Enlightenment philosophers chose a short history of scientific predecessors—Galileo, Boyle, and Newton principally—as the guides and guarantors of their applications of the singular concept of nature and natural law to every physical and social field of the day. In this respect, the lessons of history and the social structures built upon it could be discarded. It is held by European philosophers of the Enlightenment and by historians of the Enlightenment that Newton's publication of the Principia was a turning point in the Scientific Revolution and started the Enlightenment. It was Newton's conception of the universe based upon natural and rationally understandable laws that became one of the seeds for Enlightenment ideology. Locke and Voltaire applied concepts of natural law to political systems advocating intrinsic rights; the physiocrats and Adam Smith applied natural conceptions of psychology and self-interest to economic systems; and sociologists criticised the current social order for trying to fit history into natural models of progress. Monboddo and Samuel Clarke resisted elements of Newton's work, but eventually rationalised it to conform with their strong religious views of nature. Works Published in his lifetime De analysi per aequationes numero terminorum infinitas (1669, published 1711) Of Natures Obvious Laws & Processes in Vegetation (unpublished, c. 1671–75) De motu corporum in gyrum (1684) Philosophiæ Naturalis Principia Mathematica (1687) Scala graduum Caloris. Calorum Descriptiones & signa (1701) Opticks (1704) Reports as Master of the Mint (1701–1725) Arithmetica Universalis (1707) Published posthumously De mundi systemate (The System of the World) (1728) Optical Lectures (1728) The Chronology of Ancient Kingdoms Amended (1728) Observations on Daniel and The Apocalypse of St. John (1733) Method of Fluxions (1671, published 1736) An Historical Account of Two Notable Corruptions of Scripture (1754) Sources Primary Newton, Isaac. The Principia: Mathematical Principles of Natural Philosophy. University of California Press, (1999) Brackenridge, J. Bruce. The Key to Newton's Dynamics: The Kepler Problem and the Principia: Containing an English Translation of Sections 1, 2, and 3 of Book One from the First (1687) Edition of Newton's Mathematical Principles of Natural Philosophy, University of California Press (1996) Newton, Isaac. The Optical Papers of Isaac Newton. Vol. 1: The Optical Lectures, 1670–1672, Cambridge University Press (1984) Newton, Isaac. Opticks (4th ed. 1730) online edition Newton, I. (1952). Opticks, or A Treatise of the Reflections, Refractions, Inflections & Colours of Light. New York: Dover Publications. Newton, I. Sir Isaac Newton's Mathematical Principles of Natural Philosophy and His System of the World, tr. A. Motte, rev. Florian Cajori. Berkeley: University of California Press (1934)  – 8 volumes. Newton, Isaac. The correspondence of Isaac Newton, ed. H.W. Turnbull and others, 7 vols (1959–77) Newton's Philosophy of Nature: Selections from His Writings edited by H.S. Thayer (1953; online edition) Isaac Newton, Sir; J Edleston; Roger Cotes, Correspondence of Sir Isaac Newton and Professor Cotes, including letters of other eminent men, London, John W. Parker, West Strand; Cambridge, John Deighton (1850, Google Books) Maclaurin, C. (1748). An Account of Sir Isaac Newton's Philosophical Discoveries, in Four Books. London: A. Millar and J. Nourse Newton, I. (1958). Isaac Newton's Papers and Letters on Natural Philosophy and Related Documents, eds. I.B. Cohen and R.E. Schofield. Cambridge: Harvard University Press Newton, I. (1962). The Unpublished Scientific Papers of Isaac Newton: A Selection from the Portsmouth Collection in the University Library, Cambridge, ed. A.R. Hall and M.B. Hall. Cambridge: Cambridge University Press Newton, I. (1975). Isaac Newton's 'Theory of the Moon's Motion' (1702). London: Dawson See also Elements of the Philosophy of Newton, a book by Voltaire List of multiple discoveries: seventeenth century List of things named after Isaac Newton References Notes Information Citations Bibliography This well documented work provides, in particular, valuable information regarding Newton's knowledge of Patristics Further reading Interests Alchemy  – Preface by Albert Einstein. Reprinted by Johnson Reprint Corporation, New York (1972) Keynes took a close interest in Newton and owned many of Newton's private papers. (edited by A.H. White; originally published in 1752) Trabue, J. "Ann and Arthur Storer of Calvert County, Maryland, Friends of Sir Isaac Newton," The American Genealogist 79 (2004): 13–27. Religion Dobbs, Betty Jo Tetter. The Janus Faces of Genius: The Role of Alchemy in Newton's Thought. (1991), links the alchemy to Arianism Force, James E., and Richard H. Popkin, eds. Newton and Religion: Context, Nature, and Influence. (1999), pp. xvii, 325.; 13 papers by scholars using newly opened manuscripts Science Berlinski, David. Newton's Gift: How Sir Isaac Newton Unlocked the System of the World. (2000); Cohen, I. Bernard and Smith, George E., ed. The Cambridge Companion to Newton. (2002). Focuses on philosophical issues only; excerpt and text search; complete edition online Hawking, Stephen, ed. On the Shoulders of Giants. Places selections from Newton's Principia in the context of selected writings by Copernicus, Kepler, Galileo and Einstein Newton, Isaac. Papers and Letters in Natural Philosophy, edited by I. Bernard Cohen. Harvard University Press, 1958, 1978; . External links Enlightening Science digital project: Texts of his papers, "Popularisations" and podcasts at the Newton Project Writings by Newton Newton's works – full texts, at the Newton Project Newton's papers in the Royal Society's archives The Newton Manuscripts at the National Library of Israel – the collection of all his religious writings "Newton Papers" – Cambridge Digital Library 1642 births 1727 deaths 17th-century alchemists 17th-century apocalypticists 17th-century English astronomers 17th-century English mathematicians 17th-century English male writers 17th-century English writers 17th-century Latin-language writers 18th-century alchemists 18th-century apocalypticists 18th-century British astronomers 18th-century British scientists 18th-century English mathematicians 18th-century English male writers 18th-century English writers 18th-century Latin-language writers Alumni of Trinity College, Cambridge Antitrinitarians Ballistics experts British scientific instrument makers Burials at Westminster Abbey Color scientists Copernican Revolution Creators of temperature scales Critics of atheism English alchemists English Anglicans English Christians English inventors English justices of the peace English knights English mathematicians English MPs 1689–1690 English MPs 1701–1702 English physicists Enlightenment scientists Experimental physicists Fellows of the Royal Society Fellows of Trinity College, Cambridge Fluid dynamicists Geometers Linear algebraists Hermeticists History of calculus Knights Bachelor Lucasian Professors of Mathematics Masters of the Mint Members of the pre-1707 Parliament of England for the University of Cambridge Natural philosophers Optical physicists People educated at The King's School, Grantham People from South Kesteven District Philosophers of science Post-Reformation Arian Christians Presidents of the Royal Society Theoretical physicists Writers about religion and science
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